截至12月18日，A股两融余额为24993.66亿元，较上一交易日减少34.80亿元，占A股流通市值比例为2.61%。当日两融交易额为1718.86亿元，较上一交易日 减少134.06亿元，占A股成交额的10.23%。 上证报中国证券网讯（刘禹希 记者 徐蔚）截至12月18日，A股两融余额为24993.66亿元，较上一交易日减少34.80亿元，占A股流通市值比例为2.61%。当日 两融交易额为1718.86亿元，较上一交易日减少134.06亿元，占A股成交额的10.23%。 资金流向方面，申万31个一级行业中有14个行业获融资净买入，其中，电子行业获融资净买入额居首，当日净买入17.28亿元；获融资净买入居前的行业还 有国防军工、机械设备、通信、电力设备、非银金融等。 个股方面，29只个股获融资净买入额超1亿元。新易盛获融资净买入额居首，净买入6.09亿元；融资净买入金额居前的还有中国平安、中国卫星、航天动 力、航天电子、领益智造、兆易创新、英维克、阳光电源、飞龙股份等。 | 序号 | 证券代码 ◆ | 证券简称 ◆ | 交易日期 ◆ | | --- | --- | --- | --- | | 1 | 300 ...

雷达财经雷助吧出品 文|肖文竹 编|深海 东财Choice数据显示，12月16日，海南华铁当日融资买入2747.02万元，融资偿还2442.44万元，融资净买入304.58万元。 公告显示，海南华铁于2025年10月16日收到中国证券监督管理委员会（以下简称"中国证监会"）对公司送达的《立案告知书》（编 号：证监立案字01120250033），因公司涉嫌信息披露违法违规，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等 法律法规，中国证监会决定对公司立案。 对此，上海仁盈律师事务所主任张晏维律师向雷达财经表示，上市公司信披不及时、不准确给投资者造成损失的，受损投资者可依法 索赔。凡是在2025年3月5日至2025年9月30日期间买入，且在2025年9月30日晚间收盘时持有海南华铁股票的受损投资者，可以报名参 加索赔。报名请关注公号"雷助吧"（雷助码：88）参与，获赔前无任何费用。 雷达财经注意到，2024年12月9日，海南华铁发布《关于开展融资租赁业务暨关联交易的公告》。 根据业务发展需要，公司或子公司拟与浙银金租开展融资租赁业务，融资金额不超过人民币3.5亿元，租赁期限不超过6年，租赁利率 不超过 ...

（文章来源：证券时报网） 据iFinD统计，截至12月15日，沪深两市共有111股连续5日或5日以上获融资净买入。连续获融资净买入 天数最多的股票是通灵股份、喜临门、杰瑞股份，均连续14个交易日获净买入；连续获融资净买入天数 较多的还有中航光电、海量数据、利元亨、浙江华远、观想科技、重庆百货、九强生物、富士莱等股。 ...

个股方面，25只个股获融资净买入额超1亿元。航天电子获融资净买入额居首，净买入7.78亿元；融资净买入金额居前的还有中国平安、胜宏科技、阳光电 源、寒武纪、通宇通讯、新易盛、菲利华、摩尔线程、中科曙光等。 | 序号 | | | | | | --- | --- | --- | --- | --- | | | 证券代码 ◆ | 证券简称 = | 交易日期 ◆ | 融资净买入额(万元) ◆ | | 1 | 600879.SH | 航天电子 | 2025-12-15 | 77,847.53 | | 2 | 601318.SH | 中国平安 | 2025-12-15 | 66,889.42 | | 3 | 300476.SZ | 胜宏科技 | 2025-12-15 | 62,443.30 | | 4 | 300274.SZ | 阳光电源 | 2025-12-15 | 53,735.38 | | 5 | 688256.SH | 寒武纪 | 2025-12-15 | 45,796.87 | | 6 | 002792.SZ | 通宇通讯 | 2025-12-15 | 39,164.11 | | 7 | 300502.SZ | ...

个股方面，12月15日，有1830只个股获融资净买入，净买入金额在3000万元以上的有164股。其中，25 股获融资净买入额超1亿元。航天电子获融资净买入额居首，净买入7.78亿元；融资净买入金额居前的 还有中国平安、胜宏科技、阳光电源、寒武纪-U、通宇通讯、新易盛、菲利华、摩尔线程-U等股。 Wind统计显示，12月15日，申万31个一级行业中有11个行业获融资净买入，其中，电子行业获融资净 买入额居首，当日净买入24.33亿元；获融资净买入居前的行业还有国防军工、电力设备、机械设备、 医药生物、通信等。 ...

（原标题：14股受融资客青睐 净买入超亿元） 截至12月11日，市场融资余额合计2.49万亿元，较前一交易日减少62.60亿元，其中，沪市融资余额12570.23亿元，较前一交易日减少16.52亿元； 深市融资余额12254.14亿元，较前一交易日减少47.42亿元；北交所融资余额77.09亿元，较前一交易日增加1.35亿元。 证券时报·数据宝统计显示，具体到个股，12月11日共有1716只股获融资净买入，净买入金额在千万元以上的有377只，其中14只融资净买入额超 亿元。胜宏科技融资净买入额居首，当日净买入5.04亿元，其次是天通股份、蓝思科技，融资净买入金额分别为2.75亿元、2.44亿元，融资净买入 金额居前的还有招商银行、澜起科技、香农芯创等。 分行业统计，获融资客净买入超亿元个股中，电子、农林牧渔等行业最为集中，分别有6只、2只个股上榜。板块分布上，大手笔净买入个股中， 主板有9只，创业板有4只，科创板有1只。 融资客大手笔净买入个股中，从最新融资余额占流通市值比例看，算术平均值为4.80%，融资余额占比最高的是天通股份，该股最新融资余额 12.93亿元，占流通市值的比例为8.18%，融资余额占比较 ...

Core Viewpoint - As of December 10, the total market financing balance reached 2.50 trillion yuan, marking an increase of 35.10 billion yuan from the previous trading day, with a continuous rise over three consecutive trading days [1] Group 1: Market Financing Overview - The financing balance in the Shanghai market is 1.26 trillion yuan, up by 1.25 million yuan; in the Shenzhen market, it is 1.23 trillion yuan, increasing by 33.47 million yuan; and in the Beijing Stock Exchange, it stands at 75.74 million yuan, rising by 3.805 million yuan [1] - A total of 1,826 stocks received net financing purchases on December 10, with 370 stocks having net purchases exceeding 10 million yuan, and 31 stocks exceeding 100 million yuan [1] Group 2: Top Net Purchases by Individual Stocks - The stock with the highest net financing purchase on December 10 is NewEase, with a net purchase of 1.15 billion yuan, followed by Zhongji Xuchuang and Feilihua with net purchases of 752 million yuan and 511 million yuan, respectively [2] - Other notable stocks with significant net purchases include China Merchants Bank, Zhongci Electronics, and Aerospace Development [1] Group 3: Industry Analysis - The industries with the highest concentration of stocks receiving net purchases over 100 million yuan include telecommunications, electronics, and national defense, with 7, 7, and 4 stocks respectively [1] - In terms of board distribution, there are 17 stocks on the main board, 8 on the ChiNext board, and 6 on the Sci-Tech Innovation board that received large net purchases [1] Group 4: Financing Balance and Market Value Ratios - The average ratio of financing balance to circulating market value for stocks with significant net purchases is 3.93%, with Huagong Technology having the highest ratio at 7.33% [2] - Other stocks with high financing balance ratios include Xibu Materials, Dongtian Micro, and Shunhao Shares, with ratios of 7.01%, 6.68%, and 6.63% respectively [2]

Core Insights - The report indicates that the current market sentiment score is 60, categorizing it as "relatively hot," suggesting a strong investor confidence in the market [5][8][20] - Key themes identified for investment include non-ferrous metals, banking, and brokerage sectors, driven by various economic factors and regulatory changes [5][8] Non-Ferrous Metals Sector - The non-ferrous metals theme is buoyed by expectations of increased demand due to potential US interest rate cuts and AI data center growth, with copper prices expected to rise due to financial attributes and supply constraints [5] - Specific stocks highlighted include Zijin Mining (601899) and China Aluminum (601600) as potential investment opportunities [5] Banking Sector - Banking stocks are noted for their high dividend yields, with the China Securities Bank Index yielding 6.02%, significantly above the 10-year government bond yield, making them attractive for long-term investors [5] - Recommended stocks in this sector include Agricultural Bank of China (601288) and Ningbo Bank (002142) [5] Brokerage Sector - The report discusses regulatory changes proposed by the China Securities Regulatory Commission aimed at enhancing the quality of development in the brokerage industry, which may benefit high-quality institutions [5] - Suggested stocks for investment in this sector include CITIC Securities (600030) and Guotai Junan (601211) [5] Market Sentiment Analysis - The market sentiment temperature indicator suggests that when the sentiment score is below 30, the market tends to find support, while scores above 70 indicate potential resistance [8] - The report emphasizes the importance of monitoring sentiment levels for making informed investment decisions [8][20]

| 代码 | 简称 | 12月9日涨跌幅 | 融资净买入额 | 最新融资余额 | 占流通市值比例 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | （%） | （万元） | （万元） | （%） | 业 | | 300476 | 胜宏科 技 | 10.81 | 97014.76 | 1699041.86 | 6.25 | 电子 | | 601138 | 工业富 联 | 7.22 | 64213.57 | 1011551.96 | 0.75 | 电子 | | 601933 | 永辉超 市 | 9.95 | 40859.11 | 181201.36 | 4.20 | 商贸零 售 | | 300115 | 长盈精 密 | -3.80 | 38566.17 | 390446.06 | 6.62 | 电子 | | 300308 | 中际旭 创 | 6.32 | 37362.33 | 1947160.90 | 2.91 | 通信 | | 002938 | 鹏鼎控 股 | 6.05 | 33851.88 | 172277.26 | 1.41 | 电子 | | ...

Core Viewpoint - The Chinese liquor market is experiencing a decline in retail prices for major products, ending a brief stabilization period, with the average price of the top ten products dropping to 9148 yuan, a decrease of 12 yuan from the previous day, marking a new low in five days [1]. Price Trends - The market shows significant structural differentiation, with some high-end brands experiencing notable price adjustments. For instance, the price of Wuliangye's Pu Wuliangye 58th generation dropped by 26 yuan per bottle, falling from 1019 yuan to 900 yuan, marking the first decline in ten years [2]. - Other brands such as Guojiao 1573 and Moutai also saw price decreases of 10 yuan and 7 yuan per bottle, respectively. Conversely, Qinghualang's price increased by 14 yuan per bottle, indicating a strong performance [2]. Market Sentiment - Despite a 3.6% decline in the food and beverage sector index since December, which underperformed the CSI 300 index by approximately 5 percentage points, institutional investors remain optimistic. In December, 49 institutions conducted 222 "buy" ratings, covering 185 stocks, with a net inflow of 12.09 billion yuan into the food and beverage sector [2].