二、强势概念板块 截至11月28日收盘，上证综指上涨0.34%，收于3888.6点，深证成指上涨0.85%，收于12984.08点，创业 板指上涨0.7%，收于3052.59点。今日沪深两市A股共计82只涨停，综合当前连板数以及当日龙虎榜数 据，其中较为强势的前三只个股分别为：雷科防务（002413）、海王生物（000078）与海欣食品 （002702）。今日强势个股前10位具体数据见下表： | 代码 | 简称 | 连板数 | 换手率(%) | 成交额 | 龙虎特净买入额 | 最高价是否创一年来新高 | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002413 | 高科防务 | 5天4板 | 21.41 | 20.26亿元 | 2.05亿元 | રક | 国防军工 | | 000078 | 海王生物 | 3连板 | 15.64 | 13.33亿元 | 7286.73万元 | 是 | 医药生物 | | 002702 | 海欣食品 | 3连板 | 40.07 | 11.78亿元 | 1382.41万元 | 是 | 食品饮料 | | 0025 ...

截至11月28日收盘，军工信息化概念上涨2.18%，位居概念板块涨幅第8，板块内，91股上涨，永信至 诚20%涨停，银河电子、雷科防务、七一二等涨停，亚光科技、纬德信息、天银机电等涨幅居前，分别 上涨13.48%、6.52%、6.03%。跌幅居前的有特发信息、富士达、天箭科技等，分别下跌2.98%、 1.61%、1.43%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000547 | 航天发 展 | 10.02 | 25.76 | 107308.96 | 20.75 | | 002413 | 雷科防 务 | 10.06 | 21.41 | 40609.71 | 20.05 | | 002519 | 银河电 子 | 10.06 | 12.61 | 27575.03 | 38.32 | | 300123 | 亚光科 技 | 13.48 | 28.12 | 23684.58 | 11.53 | | 603712 | 七一 ...

Core Viewpoint - Zhongfutong's stock has shown significant growth this year, with a notable increase in trading activity and a positive trend in net profit despite a decline in revenue [1][2]. Group 1: Stock Performance - On November 28, Zhongfutong's stock price increased by 2.04%, reaching 18.47 CNY per share, with a trading volume of 2.44 billion CNY and a turnover rate of 7.22% [1]. - Year-to-date, Zhongfutong's stock price has risen by 19.32%, with a 7.26% increase over the last five trading days, 33.17% over the last 20 days, and 29.80% over the last 60 days [1]. - The company has appeared on the trading leaderboard four times this year, with the most recent appearance on November 20, where it recorded a net buy of -83.4977 million CNY [1]. Group 2: Company Overview - Zhongfutong Group Co., Ltd. is located in Fuzhou, Fujian Province, and was established on November 7, 2001, with its stock listed on November 1, 2016 [2]. - The company's main business includes communication services, information software services, digital marketing, and channel sales, with the revenue composition being 75.82% from communication network construction and maintenance, 8.04% from software development, and smaller percentages from other services [2]. - As of September 30, the number of shareholders was 20,800, a decrease of 8.20% from the previous period, with an average of 8,992 circulating shares per person, an increase of 8.94% [2]. Group 3: Financial Performance - For the period from January to September 2025, Zhongfutong reported operating revenue of 914 million CNY, a year-on-year decrease of 18.03%, while the net profit attributable to shareholders increased by 22.20% to 16.1012 million CNY [2]. - Since its A-share listing, Zhongfutong has distributed a total of 98.1802 million CNY in dividends, with 12.7827 million CNY distributed over the last three years [3].

Core Viewpoint - The stock of Fenghuo Electronics has shown a mixed performance in recent trading, with a year-to-date increase of 22.40% but a slight decline in the last few trading days. The company is involved in the communication equipment and defense industry, with significant revenue growth but a notable decrease in net profit. Financial Performance - As of September 30, 2025, Fenghuo Electronics achieved a revenue of 1.025 billion yuan, representing a year-on-year growth of 43.28% [2] - The net profit attributable to the parent company was -87.6951 million yuan, a decrease of 49.53% compared to the previous year [2] Stock Market Activity - On November 27, the stock price increased by 2.08% to 10.82 yuan per share, with a trading volume of 96.8442 million yuan and a turnover rate of 1.52% [1] - The company has seen a net inflow of main funds amounting to 4.2884 million yuan, with significant buying activity from large orders [1] Shareholder Information - As of September 30, 2025, the number of shareholders was 92,300, a decrease of 0.96% from the previous period, while the average circulating shares per person increased by 0.97% to 6,519 shares [2] - The cumulative cash distribution since the A-share listing amounts to 70.2361 million yuan, with 6.037 million yuan distributed in the last three years [3] Company Overview - Fenghuo Electronics, established on August 15, 1992, and listed on May 9, 1994, is based in Baoji, Shaanxi Province. The company specializes in the research, production, and sales of communication equipment and acoustic devices, with communication products accounting for 80.95% of its revenue [1] - The company operates within the defense and aerospace equipment sector and is involved in various concept sectors, including small-cap stocks and military information technology [1]

Core Viewpoint - Beidou Xingtong's stock price has shown a positive trend with a year-to-date increase of 15.52%, reflecting strong market interest and performance in the satellite navigation and military electronics sectors [1][2]. Financial Performance - For the period from January to September 2025, Beidou Xingtong achieved a revenue of 1.507 billion yuan, representing a year-on-year growth of 41.77% [2]. - The net profit attributable to shareholders for the same period was 18.107 million yuan, marking a significant increase of 128.44% compared to the previous year [2]. Stock Market Activity - As of November 27, Beidou Xingtong's stock price was 30.66 yuan per share, with a trading volume of 135 million yuan and a market capitalization of 16.646 billion yuan [1]. - The stock experienced a net inflow of 14.915 million yuan from main funds, indicating strong buying interest [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 111,000, with an average of 3,989 shares held per shareholder, a slight decrease of 0.27% [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the fourth largest, holding 8.356 million shares [3]. Dividend Distribution - Beidou Xingtong has distributed a total of 414 million yuan in dividends since its A-share listing, with 80.778 million yuan distributed over the past three years [3].

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index down by 0.15% closing at 3864.18 points, while the Shenzhen Component Index increased by 1.02% to 12907.83 points. The ChiNext Index rose by 2.14% to 3044.69 points, and the STAR 50 Index gained 0.99% to close at 1315.04 points. Overall, there were 1689 stocks that rose, while 3591 stocks fell, with 168 stocks remaining unchanged. The total trading volume in the Shanghai and Shenzhen markets was 17833 billion, a decrease of 288 billion from the previous trading day [1][2]. Industry Performance - Among the Shenwan first-level industries, the sectors that performed well included telecommunications, comprehensive, electronics, and retail, with gains of 4.64%, 1.79%, 1.58%, and 1.11% respectively. Conversely, the sectors that lagged included defense and military, social services, media, and petroleum and petrochemicals, with declines of 2.25%, 0.97%, 0.82%, and 0.80% respectively [1][2]. Concept Sector Performance - The leading concept sectors today included optical modules (CPO), optical communications, optical chips, SPD, cultivated diamonds, smart speakers, consumer electronics OEM, excavators, third-generation semiconductors, servers, GPUs, and MCU chips. In contrast, sectors such as the China Shipbuilding Industry Corporation system, aquatic products, aircraft carriers, the top ten military industrial groups, military information technology, military-civilian integration, large aircraft, and commercial aerospace experienced a pullback [2].

普天科技今年以来股价涨21.00%，近5个交易日跌1.07%，近20日跌0.42%，近60日跌0.23%。 资料显示，中电科普天科技股份有限公司位于广东省广州市新港中路381号普天科技大楼，成立日期 1994年11月19日，上市日期2011年1月28日，公司主营业务涉及信息网络建设技术服务及通信类印制电 路板的生产及销售;通信解决方案和通信设备制造、通信工程监理、电力自动化及卫星导航运营服务等 内容。主营业务收入构成为：公网通信36.06%，专网通信与智慧应用35.41%，智能制造28.53%。 普天科技所属申万行业为：通信-通信服务-通信工程及服务。所属概念板块包括：智慧水务、军工信息 化、一带一路、中盘、央企改革等。 机构持仓方面，截止2025年9月30日，普天科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股2010.67万股，相比上期增加490.16万股。长城久嘉创新成长混合A（004666）位居第九大 流通股东，持股770.00万股，为新进股东。 责任编辑：小浪快报 11月26日，普天科技盘中下跌2.00%，截至10:31，报25.92元/股，成交2.63亿元，换手率1.47%，总市 ...

Group 1: Chemical & New Materials Industry Strategy - The chemical industry is expected to reach a turning point due to valuation and profit bottoming out, driven by anti-involution policies and resource supply contraction, with demand gradually recovering [4][5] - As of November 20, 2025, the chemical sector has seen a 37% increase, with the basic chemical sector's net profit for Q1-Q3 2025 reaching 116 billion yuan, a year-on-year increase of 7.45% [4] - The demand side is supported by the Federal Reserve restarting the interest rate cut cycle and stabilizing global political situations, while domestic exports and the automotive sector bolster demand [4][5] Group 2: Resource Supply and Demand Dynamics - Potash prices are expected to rise in 2026, with the industry maintaining a tight supply-demand balance from 2026 to 2028 [5] - The phosphoric chemical sector is facing capacity constraints, with projected demand for phosphoric acid from 2025 to 2027 being 42.33 million tons, 43.26 million tons, and 43.88 million tons respectively [5] - The refrigerant sector is experiencing supply restrictions due to quota limitations, leading to a steady increase in market conditions for second and third-generation refrigerants [5] Group 3: Investment Recommendations - Recommended companies in the potash sector include Dongfang Iron Tower, Yaqi International, and Salt Lake Co [6] - In the phosphoric chemical sector, recommended companies include Chuanheng Co, Yuntu Holdings, and Xingfa Group [6] - The organic silicon industry is expected to see a supply-demand balance improve in 2026, with companies like Dongyue Silicon Material and Xingfa Group being highlighted [6] Group 4: AI and Semiconductor Demand - The demand for high-performance new materials is driven by the explosion in AI and semiconductor needs, with electronic resins and fillers seeing rapid growth [6] - The semiconductor materials sector is focusing on domestic supply chain security, emphasizing the importance of local production [6] - The cooling liquid market is expected to grow due to increasing server power demands, with immersion cooling becoming a significant future direction [6] Group 5: Company Performance - Kuaishou-W - Kuaishou-W reported Q3 2025 revenue of 35.554 billion yuan, a year-on-year increase of 14%, with net profit reaching 4.488 billion yuan, up 37% year-on-year [15][16] - The average daily active users (DAU) for Kuaishou in Q3 2025 was 416 million, reflecting a 2.1% year-on-year growth [15] - The company is actively commercializing its AI business, with AI revenue exceeding 300 million yuan in Q3 2025, contributing to a 4%-5% increase in online marketing revenue [16][17]

11月25日，华鹏飞盘中上涨2.10%，截至10:40，报7.30元/股，成交1.79亿元，换手率5.30%，总市值 41.03亿元。 资金流向方面，主力资金净流入724.54万元，特大单买入707.89万元，占比3.96%，卖出272.38万元，占 比1.53%；大单买入4203.58万元，占比23.54%，卖出3914.56万元，占比21.92%。 华鹏飞今年以来股价涨35.19%，近5个交易日涨7.20%，近20日涨8.79%，近60日涨11.11%。 截至9月30日，华鹏飞股东户数3.92万，较上期增加3.70%；人均流通股12044股，较上期减少3.57%。 2025年1月-9月，华鹏飞实现营业收入3.07亿元，同比增长20.36%；归母净利润503.81万元，同比减少 77.62%。 分红方面，华鹏飞A股上市后累计派现4085.33万元。近三年，累计派现0.00元。 责任编辑：小浪快报 资料显示，华鹏飞股份有限公司位于广东省深圳市福田区华富街道莲花一村社区皇岗路5001号深业上城 (南区)T2栋4308，成立日期2000年11月15日，上市日期2012年8月21日，公司主营业务涉及物联网运营 服务 ...

| 基金简称 PK | | | 最新净值 1 = 3 = 9 | | | --- | --- | --- | --- | --- | | 1 | 德邦稳盈增 ... A | 1.0056 | 6.85% ⭐ | | | | 004260 | 2025-11-24 | | | | 2 | 德邦稳盈增 ... C | 0.9933 | 6.85% | 7 | | | 018463 | 2025-11-24 | | | | 3 | 长盛航天海 ... A 000535 | 1.7138 2025-11-24 | 5.67% | 7 | | 4 | 长盛航天海 ... C | 1.6938 | 5.66% | 8 | | | 018075 | 2025-11-24 | | | | 5 | 申万菱信乐 ... 合 1.1202 012051 | 2025-11-24 | 5.63% | 8 | | 6 | 申万菱信数 ... A 018048 | 1.2031 2025-11-24 | 5.40% | 8 | | 7 | 申万菱信数 ... C 018049 | 1.1908 2025-11-24 | 5.39% | ...