盘面消息 A股三大指数今日集体上涨，截止收盘，沪指涨0.41%，收报3889.35点；深证成指涨 0.84%，收报13258.33点；创业板指涨0.97%，收报3194.36点。 沪深两市成交额达到 20922亿，较昨日放量2351亿。 水皮杂谈 一家之言 兼听则明 偏听则暗 借力打力 老水看盘 中国平安再度创下新高。 今天盘中，平安最高价达 64.09 元/股，收盘价为 63.91 元 /股 ，不仅盘中创新高，收盘 价亦刷新纪录，涨幅约 2.2%。其稳健上涨直接带动保险板块走强，保险板块今天在金融板块 中表现最佳，涨幅达 1.55%，位居涨幅榜前列。值得关注的是，中国平安对上证指数的拉动 作用显著，一度成为上证指数的最大贡献股。事实上，上周五中国平安就已表现亮眼，直接推 动上证指数走出大幅反弹行情，连续两周助力指数走强，其表现值得关注。 中国平安之所以能有如此表现，主要有三方面原因：其一，行业获投行看好，某机构上周专门 发布研报予以肯定；其二，金融监管总局下调保险资金投资大蓝筹的风险因子，这为保险资金 入市提供了有力支撑，也让市场对保险公司的业绩增长抱有期待；其三，中国平安在保险板块 中今年涨幅不大，当前存 ...

从沪股通前十大成交个股来看，寒武纪位居首位；紫金矿业和药明康德分居二、三位。 二、板块个股主力大单资金 一、沪深股通前十大成交 今日沪股通总成交金额为1498.83亿，深股通总成交金额为1598亿。 | | | 沪股通( 12月12日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 688256 | 寒武纪 | 29.26 | | 2 | 668109 | 三十四年 | 20.54 | | 3 | 603259 | 约明康德 | 20.39 | | 4 | 600519 | 贵州茅台 | 18.79 | | 5 | 601398 | 工商银行 | 17.62 | | 6 | 601318 | 中国平安 | 15.77 | | 7 | 603993 | 洛阳铜V | 14.75 | | 8 | 688041 | 海光信息 | 14.16 | | 9 | 688008 | 測起科技 | 13.54 | | 10 | 688313 | 仕佳光子 | 13.44 | | | 一環證 | 12月12日 ) | | | 排名 | ...

沪深股通今日合计成交3096.84亿，其中寒武纪和中际旭创分居沪股通和深股通个股成交额首位。板块 主力资金方面，电网设备板块主力资金净流入居首。ETF成交方面，中证500ETF（159922）成交额环 比增长258%。 龙虎榜方面，今日触及20cm涨停的联特科技获深股通席位净买入1.07亿，获国泰海通证券上海中山东路 营业部净买入1.48亿，同时获国泰海通证券南京太平南路营业部净买入1.1亿。摩尔线程获摩根大通中国 银城中路营业部买入2.07亿，获平安证券深圳分公司买入0.82亿，同时遭国泰海通证券公司总部卖出 2.22亿，遭高盛证券上海世纪大道营业部卖出2.13亿，遭中金公司上海分公司卖出1.17亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1498.83亿，深股通总成交金额为1598亿。 | | | 沪股通( 12月12日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 688256 | 寒武纪 | 29.26 | | 2 | 668109 | 紫等时,不 | 20.54 | | 3 | 603259 | 药 ...

智通财经12月12日讯，今日78股涨停，12股炸板，封板率为87%，再升科技5连板，中源家居3连板，北 交所天力复合30cm2连板，西部材料、航天动力6天4板。市场探底回升，三大指数全线收红，创业板指 涨近1%。沪深两市成交额2.09万亿，较上一个交易日放量2351亿。盘面上，市场热点快速轮动，全市 场涨跌家数接近持平。板块方面，可控核聚变、贵金属、电网设备、商业航天等板块涨幅居前，零售、 房地产、海南等板块跌幅居前。截至收盘，沪指涨0.41%，深成指涨0.84%，创业板指涨0.97%。 人气及连板股分析 连板晋级率降至22.22%，短线情绪修复较为有限，虽然个股封板率近九成，但3板以上连板股降至2 只。此前3连板跃岭股份断板跌停，此外两只叠加福建板块的消费股欣贺股份、永辉超市双双跌停，次 新人气股摩尔线程盘中一度跌近20%。昨日展开凌厉反弹的北证50指数早盘一度冲高涨超2%，北证商 业航天人气股天力复合录得30厘米2连板，但算力硬件等容量抱团方向的强势仍对北交所方向形成资金 分流，而微盘股指数今日再度走出冲高回落行情，最终跌1.3%收出四连阴，反映目前活跃资金对于小 微盘股方向仍维持谨慎心态，后续或继续向权 ...

周五，A股市场可控核聚变股掀起涨停潮。 其中，西部材料6天4板，华菱线缆、雪人集团2连板；天力复合30CM涨停，中洲特材20CM涨停。 光大证券指出，展望未来，国内聚变产业有望于2027年前后进入工程实验堆建设期，产业链上核心供应 商有望持续受益。 产业方面，据券商草根调研，继合肥的BEST项目后，江西"星火一号"与成都"先觉"等多个新项目已确 认将于年内启动前期招标。 中国西电、江苏神通、东方电气、海陆重工、四创电子、派克新材、安泰科技、国机重装、中国核建、 顺钠股份等10余股涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | 总市值 | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 50.84 | +14.04 | +30.00% | 66.29 Z | | 300963 | 中洲特材 | 23.39 | +3.90 | +20.01% | 107.3 Z | | 688102 | 斯瑞新材 | 34.45 | +5.15 | +17.58% | 266.5 Z | | 688719 | 爱科赛博 | 55.25 | +6.25 ...

Market Overview - A total of 78 stocks hit the daily limit up, with 12 stocks experiencing limit down, resulting in a sealing rate of 87%. The market showed signs of recovery, with all three major indices closing in the green, and the ChiNext index rising nearly 1% [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.09 trillion yuan, an increase of 235.1 billion yuan compared to the previous trading day [1] - The market saw rapid rotation of hotspots, with the number of advancing and declining stocks nearly balanced. Sectors such as controllable nuclear fusion, precious metals, power grid equipment, and commercial aerospace led the gains, while retail, real estate, and Hainan sectors faced declines [1] Stock Performance Analysis - The advancement rate for consecutive limit-up stocks dropped to 22.22%, indicating limited short-term sentiment recovery. Although the sealing rate for individual stocks was close to 90%, only two stocks achieved more than three consecutive limit-ups [3] - Notable stocks included Zai Sheng Technology with five consecutive limit-ups and Zhongyuan Home with three consecutive limit-ups. The North Exchange's Tianli Composite recorded two consecutive limit-ups [3][4] - The North Exchange 50 index initially surged over 2% but later faced a pullback, reflecting cautious sentiment among active funds towards small-cap stocks [3] Sector Highlights - The commercial aerospace sector received a boost from the upcoming launch of the Long March 12 rocket, which aims to achieve both "launch and recovery" goals. This has strengthened the popularity of stocks like Zai Sheng Technology and Tianli Composite [5] - The controllable nuclear fusion concept saw significant gains, with stocks like China Nuclear Construction and Guojin Heavy Industry hitting the limit up. The global nuclear fusion market is projected to approach 500 billion USD by 2030 [13] - The semiconductor sector is expected to see increased demand, with analysts predicting that the shipment volume of high-speed optical modules will exceed market expectations next year [6][20] Future Outlook - The market is expected to continue its upward trend, with trading volume surpassing 2 trillion yuan and over 100 stocks rising more than 10%. However, the number of stocks hitting the limit down also reached over ten, indicating ongoing market polarization [8] - The commercial aerospace sector may face potential divergences that could pressure speculative stocks, while the capacity-focused direction is likely to continue expanding towards the power grid sector [8] - The Shanghai Composite Index's ability to recover above 3900 points in the short term is crucial, as a failure to do so may lead to further downward pressure [8]

截至12月12日收盘，可控核聚变概念上涨4.98%，位居概念板块涨幅第1，板块内，92股上涨，天力复 合30%涨停，中洲特材20%涨停，中国西电、江苏神通、华菱线缆等涨停，斯瑞新材、爱科赛博、常辅 股份等涨幅居前，分别上涨17.58%、12.76%、11.38%。跌幅居前的有中天火箭、建研设计、中航光电 等，分别下跌3.49%、1.98%、1.68%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可控核聚变 | 4.98 | 赛马概念 | -2.93 | | 超导概念 | 3.37 | 免税店 | -1.60 | | 柔性直流输电 | 3.28 | 共享单车 | -1.58 | | 航空发动机 | 3.11 | 土地流转 | -1.40 | | 核电 | 2.83 | 自由贸易港 | -1.21 | | 国家大基金持股 | 2.81 | 粮食概念 | -1.15 | | 中芯国际概念 | 2.61 | 物业管理 | -1.13 | | 太赫兹 | 2.53 | 摘帽 | -1.07 | | 大飞机 | 2 ...

Core Insights - The flexible DC transmission concept has seen a rise of 3.28%, ranking third among concept sectors, with 48 stocks increasing in value [1][2] - Notable gainers include Tongguang Cable with a 20% limit up, and companies like China West Electric, Tongfeng Electronics, and Wind范股份 also hitting the limit up [1] - The sector experienced a net inflow of 3.131 billion yuan, with 34 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflows [2] Group 1: Stock Performance - China West Electric led the net inflow with 621 million yuan, followed by TBEA and Zhongtian Technology with 543 million yuan and 480 million yuan respectively [2][3] - The top performers in terms of net inflow ratio include Wind范股份 at 42.03%, Tongfeng Electronics at 28.81%, and China West Electric at 28.24% [3][4] - Other notable gainers include TBEA with a 6.58% increase and Zhongtian Technology with a 3.75% increase [3][4] Group 2: Market Trends - The flexible DC transmission sector is currently attracting significant attention, as evidenced by the substantial net inflows and stock performance [2][3] - The overall market sentiment appears positive for this sector, with multiple stocks reaching their daily limit up [1][2] - The concept's performance contrasts with other sectors such as horse racing and duty-free shops, which saw declines [2]

Group 1 - The pumped storage concept index rose by 2.32%, ranking 10th among concept sectors, with 51 stocks increasing in value [1][2] - Notable gainers in the pumped storage sector included Shaoyang Hydraulic, which hit a 20% limit up, and other companies like Dongfang Electric, Xue Ren Group, and Guoji Heavy Industry also reached their daily limit [1] - The top gainers in the sector were Fuan Co., Tebian Electric, and Guodian Nanzi, with increases of 7.93%, 6.58%, and 5.89% respectively [1] Group 2 - The pumped storage sector saw a net inflow of 2.965 billion yuan, with 42 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2] - The leading stock in terms of net inflow was Guoji Heavy Industry, which attracted 593 million yuan, followed by Dongfang Electric and Tebian Electric with net inflows of 581 million yuan and 543 million yuan respectively [2][3] - The net inflow ratios for Guoji Heavy Industry, Shaoyang Hydraulic, and Baobian Electric were 31.26%, 25.12%, and 24.95% respectively, indicating strong investor interest [3] Group 3 - The top stocks in the pumped storage sector based on trading volume included Guoji Heavy Industry, Shaoyang Hydraulic, and Baobian Electric, with respective trading volumes of 59.29 million yuan, 58.11 million yuan, and 37.37 million yuan [3][4] - Other notable stocks with significant trading activity included Fuan Co. and Dongfang Electric, which also showed strong performance in terms of trading volume and net inflow [4][5] - The overall market sentiment for the pumped storage sector appears positive, as indicated by the significant net inflows and the performance of key stocks [2][3]

Core Insights - The National Big Fund concept stock rose by 2.81%, ranking 6th among concept sectors, with 41 stocks increasing in value, led by Yandong Microelectronics, Saiwei Electronics, and Zhongke Feicai, which rose by 16.84%, 11.52%, and 10.63% respectively [1][2] Group 1: Market Performance - The National Big Fund concept sector saw a net inflow of 767 million yuan, with 24 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [2] - The top net inflow stock was Shengke Communication, with a net inflow of 278 million yuan, followed by Jiangbolong, Zhongke International, and Changchuan Technology with net inflows of 246 million yuan, 215 million yuan, and 198 million yuan respectively [2][3] Group 2: Stock Performance - The stocks with the highest net inflow ratios included Shengke Communication at 20.59%, Jingrui Electric Materials at 6.43%, and Nanda Optoelectronics at 5.57% [3] - Notable performers in the National Big Fund concept included Shengke Communication (2.57% increase), Jiangbolong (2.53% increase), and Zhongke International (2.81% increase) [3][4] Group 3: Declining Stocks - The stocks with the largest declines included Huahong Company, which fell by 1.25%, Hushi Silicon Industry by 1.22%, and Xi'an Yicai by 0.93% [1][5] - Other notable declines were seen in Zhongwei Company (4.29% increase) and Hushi Silicon Industry (1.22% decrease) [5]