2025.11. 26 本文字数：560，阅读时长大约1分钟 作者 | 一财 阿驴 睁大你们的双眼，握紧你们的手机！ 09:31 卫星互联网概念开盘活跃，雷科防务3连板，达华智能、特发信息涨超7%，航天智装、创远 信科、天银机电等多股跟涨。消息上，工业和信息化部发布关于组织开展卫星物联网业务商用试验的 通知。 09:30 游戏板块盘初走弱，富川股份跌超4%，汤姆猫、星辉娱乐、盛天网络、掌趣科技跟跌。 09:25 A股开盘丨三大指数集体低开 沪指低开0.07%，深成指低开0.06%，创业板指低开0.14% | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Mr. | 3867.43c | -2.59 | -0.07% | | 399001 | 深证成指 | 17 | 12769.93c | -7.39 | -0.06% | | 399006 | 创业板指 | VM | 2976.70c | -4.23 | -0.14% | 盘面上，能源金属、工程机械、有机硅概念表现活跃；中船系板块领 ...

| 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 上证指数分时图 | | --- | --- | --- | --- | | 上证指数 | 3834.89 | -2.45% | -96.16 | | 深证成指 | 12538.07 | -3.41% | -442.75 | | 沪深 300 | 4453.61 | -2.44% | -111.34 | | 创业板 | 2920.08 | -4.02% | -122.26 | | 科创 50 | 1285.83 | -3.19% | -42.36 | | 北证 50 | 1377.39 | -4.71% | -68.15 | 资料来源：东莞证券研究所，iFinD 数据 板块排名： 证券研究报告 2025 年 11 月 24 日 星期一 【A 股市场大势研判】 沪指失守 3900 点 市场表现： | 申万行业表现前五 | | | 申万行业表现后五 | 概念板块表现前五 ◼ | | 概念板块表现后五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 传媒 | -0.32% | 综合 | -5.50% | ...

Group 1 - The organic silicon sector experienced a decline of 6.57%, ranking among the top losers in the concept sector, with stocks like Morning Light New Materials and ST Hongda hitting the limit down [1] - Major stocks in the organic silicon sector that saw significant declines include Tian Ci Materials (-9.97%), Fu Xiang Pharmaceutical (-14.29%), and Xingfa Group (-4.26%) [2] - The sector faced a net outflow of 2.285 billion yuan from main funds, with Tian Ci Materials leading the outflow at 778 million yuan [1][2] Group 2 - Among the stocks with net inflows, Gao Meng New Materials and Yuan Xiang New Materials saw inflows of 47.68 million yuan and 5.31 million yuan, respectively [1][2] - The top gainers in the organic silicon sector included Gao Meng New Materials (+9.32%) and He Yuan Gas (+3.16%) [1] - The trading volume for stocks in the organic silicon sector showed significant turnover rates, with Fu Xiang Pharmaceutical at 28.49% and Tian Ci Materials at 10.81% [2]

全市场规模最大的债券ETF突破700亿元 截至11月20日，作为全市场规模最大的债券ETF，短融ETF（511360）规模已突破700亿元。3月份以 来，短融ETF（511360）规模快速攀升。Wind数据显示，3月3日，短融ETF（511360）的规模仅为 252.33亿元。过去8个多月的时间里，该ETF的规模增长了400多亿元。（中证金牛座） 私募仓位再度刷新年内新高 私募排排网最新数据显示，截至11月14日，股票私募仓位指数达81.13%，较11月7日大幅提升1.05个百 分点。拉长时间来看，该指数已经连续3周站稳80%关口，并持续刷新年内新高。分规模来看，头部私 募攻势更猛。据私募排排网统计，截至11月14日，百亿级私募仓位指数达87.07%，相较于11月7日提高 近8个百分点。 (上海证券报) 各家黄金珠宝品牌今日单克足金饰品价格调整幅度分化 11月21日，多家黄金珠宝品牌公布的境内足金饰品价格较前一日仍在1300元/克左右，但价格调整幅度 出现分化。具体而言，11月21日，周生生足金首饰境内价格为1295元/克，单克较前一日下跌12元；老 庙黄金上海区域足金饰品价格为1298元/克，单克较前一日下 ...

Market Overview - US and Asia-Pacific stock markets experienced a collective decline, with A-shares also falling significantly. The Shanghai Composite Index dropped by 2.45% to 3834 points, the Shenzhen Component Index fell by 3.41%, and the ChiNext Index decreased by 4.02% [1][2]. Index Performance - The Shanghai Composite Index closed at 3834.89, down by 96.16 points (2.45%) - The Shenzhen Component Index closed at 12538.07, down by 442.75 points (3.41%) - The ChiNext Index closed at 2920.08, down by 122.26 points (4.02%) - The North China 50 Index fell by 4.71% to 1377.39 [2]. Sector Performance - Lithium mining and battery sectors faced significant declines, with multiple stocks hitting the daily limit down, including Ganfeng Lithium, Jiangte Motor, and Tianqi Lithium [3]. - The organic silicon sector also saw a downturn, with stocks like Yuanxiang New Materials dropping over 10% [3]. - The titanium dioxide sector declined, with Guocheng Mining hitting the daily limit down [3]. - Battery stocks generally fell, with companies like Xingyuan Materials dropping over 10% [3]. - Fertilizer and phosphorus chemical sectors also experienced declines, with Chengxing Shares hitting the daily limit down [3]. - The photovoltaic equipment sector weakened, with Jincheng Shares hitting the daily limit down [3]. - Conversely, the shipbuilding sector rose against the trend, with Jianglong Shipbuilding increasing by over 14% [3]. - The AI application sector saw slight gains, with Kimi and Sora concepts leading the rise, and Yidian Tianxia hitting the daily limit up [3].

人民财讯11月21日电，今日三大指数集体低开，全天延续震荡调整走势。沪指跌超2%失守3900点。截 至收盘，沪指跌2.45%，深证成指跌3.41%，创业板指跌4.02%。盘面上，种业概念逆市走强，荃银高科 涨超16%。水产品概念反复活跃，中水渔业、獐子岛涨停。Sora概念异动拉升，视觉中国、易点天下涨 停。锂矿、盐湖提锂概念大幅走弱，大中矿业、西藏矿业、赣锋锂业、天齐锂业、盛新锂能、金圆股份 等多股跌停。有机硅概念下挫，晨光新材跌停。此外，互联网、传媒娱乐等板块涨幅居前；有色、化 工、半导体、电气设备等板块跌幅居前。沪深北三市成交额1.98万亿元，超5100只股下跌。 转自：证券时报 ...

凤凰网财经讯 11月21日，市场全天震荡调整，沪指跌超2%，创业板指跌超4%。 盘面上个股普跌，全市场近5100只个股下跌。截至收盘，沪指跌2.41%，深成指跌3.41%，创业板指跌4.02%。 封板率 58.00% 板块方面，中船系、AI应用等板块涨幅居前，电池、硅能源、锂矿等板块跌幅居前。 从板块来看，AI应用概念逆势走强，榕基软件5连板。军工板块表现活跃，久之洋20cm触及涨停，江龙船艇、天海防务逆势大涨。下跌方面，锂电池产业链 集体调整，盛新锂能等多股跌停。有机硅概念快速下跌，晨光新材跌停。存储芯片概念持续走弱，德明利、时空科技跌停。 涨停表现 沪深两市成交额1.97万亿，较上一个交易日放量2575亿。 封板 28 触及 20 昨涨停今表现 -0.82% 高开率 44% 获利率 ...

Core Viewpoint - The stock of Huangma Technology (sh603181) hit the daily limit down on November 21, 2025, closing at 14.27 yuan, a decrease of 9.97%, with a total market capitalization of 8.401 billion yuan and a total trading volume of 311 million yuan [1]. Group 1: Company-Specific Factors - The decline in Huangma Technology's stock price is attributed to several internal negative factors, including executive share reductions, cancellation of employee stock ownership plans, declining product prices, weak growth in traditional business, and risks associated with governance structure adjustments [2]. - Multiple board members and major shareholders reducing their stakes have raised market concerns about the company's future [2]. - The cancellation of the third phase of the employee stock ownership plan may negatively impact employee motivation [2]. - The decrease in product prices is expected to have a certain impact on the company's profitability [2]. Group 2: Market Environment and Concept Themes - Despite Huangma Technology's recent addition to the organic silicon concept on November 7, 2025, the overall market conditions are complex, and the organic silicon sector may not have performed well, leading to insufficient support for the stock price [2]. - If other stocks within the organic silicon concept also experienced declines, it could create a sector-wide effect, further driving down Huangma Technology's stock price [2]. Group 3: Capital Flow and Technical Analysis - The reduction in stakes by executives may lead to capital outflows from the market, negatively affecting the stock price [2]. - Technical indicators such as MACD crossovers and BOLL channel breakdowns may trigger sell-offs by technical investors, exacerbating the stock's decline to the limit down [2].

贵公司和旗下子公司或者关联企业有生产VC（碳酸亚乙烯酯）吗？ 鲁西化工 [000830] ：公司主要产品有多元醇、己内酰胺、尼龙6、有机硅、甲酸、甲烷氯化物、甲胺、DMF、聚碳酸酯等，未涉及VC（碳酸亚乙烯 酯）。 近期有机硅概念纷纷走强，多只个股表现强于大市。据了解，其核心原因是鲁西化工等行业龙头联合减产30%，现货价格几天内跳涨约2000元/吨，市场 预期有机硅产品销售价格明年有望逐步走出底部区间，强烈的涨价信号直接点燃市场情绪。 此外，政策层面持续释放"反内卷"、去产能暖风，部委将召开行业座谈会，市场预期类似"供给侧改革"的限产、环保、补贴措施有望落地；而在需求端， 光伏、新能源、医疗等多条赛道维持高增，叠加"十五五"把有机硅列为重点新材料，板块估值被进一步看好。 A股市场上，有机硅相关上市公司近期被多方关注，全景为您精选来自上市公司最真实的声音。（以下内容均摘自深交所互动易、上证e互动、上市公司 公告等） 公司的产品在航天和军工方面的应用如何？ 硅宝科技 [300019] ：有机硅材料具有卓越的耐高低温性能、耐老化性能等优异性能，广泛应用于航空航天、军工等多个领域。目前，公司航天及军工产 品实现少量销 ...

盘初券商股集体走强；固态电池概念异动拉升。个股方面，中央商场（600280）盘中上演"天地板"。 盘初，券商股集体高开，截至发稿，首创证券涨超4%，中国银河、中信建投等涨幅居前。消息面上， 中金公司拟吸收合并东兴证券、信达证券。 港股方面，恒生指数和恒生科技指数高开低走，快手涨近2%，中芯国际小幅上涨，宁德时代跌近7%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 恒生指数 | 25797.05 | -33.60 | -0.13% | | 恒生科技 | 5548.52 | -58.38 | -1.04% | 固态电池概念拉升 盘初，固态电池概念震荡拉升，光华科技、诺德股份、滨海能源涨停，盛新锂能、天华新能、丰元股 份、星源材质等跟涨。 11月20日早盘，A股三大指数集体高开，开盘后创业板指一度涨近2%，截至发稿，沪指微幅飘红，深 证成指、创业板指翻绿。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1 | 3950.10 | 3.36 | 0.09% | | 深 ...