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“喝酒吃药”行情延续,可以多关注大消费板块
Chang Sha Wan Bao· 2025-11-14 12:26
Market Performance - A-shares experienced a collective decline on November 14, with the Shanghai Composite Index falling below 4000 points, closing down 0.97% at 3990.49 points [1] - The Shenzhen Component Index dropped 1.93% to 13216.03 points, while the ChiNext Index fell 2.82% to 3111.51 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 195.81 billion yuan, a decrease of 83.9 billion yuan from the previous day [1] Sector Performance - The gas, pharmaceutical, and oil sectors showed the highest gains, while the semiconductor, non-metal materials, electronic chemicals, and precious metals sectors experienced the largest declines [1] - On November 14, 1961 stocks rose, with 89 hitting the daily limit, while 3323 stocks fell, including 9 hitting the lower limit [1] Economic Indicators - In October, the industrial added value for large-scale enterprises grew by 4.9% year-on-year, and retail sales of consumer goods reached 46.291 billion yuan, up 2.9% year-on-year [2] - Non-financial corporate deposits increased by 444.7 billion yuan in October, indicating a continued shift of household savings into the stock market [2] - The increase in medium to long-term loans by 1.26 trillion yuan suggests a favorable outlook for the real estate sector due to declining housing prices [2] Company Specifics - *ST Jiawo led the market with a 11.07% increase, focusing on the breeding, processing, and sales of high-quality protein seafood [3] - For the third quarter of 2025, *ST Jiawo reported a loss per share of -2.43 yuan and a net profit of -422.53 million yuan, with a year-on-year growth rate of 35.18% [3] - The company plans to apply for the removal of risk warnings if it meets the necessary conditions after the annual report disclosure [3]