10日，两市股指早盘弱势下探，创业板指一度跌超2%，午后逐渐止跌，一度翻红；沪指跌幅明显收 窄。 截至收盘，沪指跌0.23%报3900.5点，深证成指涨0.29%，创业板指微跌0.02%，沪深北三市合计成交 17918亿元。 盘面上看，银行、食品饮料等板块走低，地产板块午后拉升，零售、保险、酿酒、券商等板块上扬，海 南自贸、黄金概念等活跃。 德邦证券指出，近期指数分化与板块轮动加剧，资金向科技成长与政策催化板块集中，算力硬件、消费 等板块或成为短期主线。未来1—2周或将是国内外政策密集落地期，美联储政策、国内经济工作会议、 AI技术迭代等或将成为影响市场走势和风格的关键变量，需密切跟踪事件落地节奏与市场预期差。市 场当前预期美联储12月大概率降息25BP，若落地或将提振全球风险偏好，推动外资回流A股市场的概率 增加，但需警惕若出现"鹰派降息"对流动性冲击的影响。 ...

盘面上看，银行、石油、地产、化工等板块走低，零售板块再度活跃，海南自贸、免税概念、黄金概念 等活跃。 东莞证券表示，随着经济韧性增强、企业盈利改善，基本面叠加流动性的双轮驱动或成为市场主旋律。 在此背景下，低估值安全边际、高股息防御属性、业绩成长确定性强以及较强科技特征的行业板块或更 受市场青睐，关注即将出炉的美联储议息会议决议内容。 10日早盘，两市主要股指盘中震荡下探，沪指失守3900点，创业板指、科创50指数等跌超1%，全A超 3800股飘绿。 截至午间收盘，沪指跌0.72%报3881.51点，深证成指跌0.56%，创业板指跌1.23%，科创50指数跌 1.26%，沪深北三市合计成交11455亿元。 ...

来源：choice金融终端 | | | 东财概念指数 | | | | | 东财行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 昨日连板 含 | 昨日连板 | 昨日涨停 含 | 社区团购 | 昨日涨停 | 视听器材 | 摩托车 | 零售 | 商业物业经 | 鉄矿石 | | 一字 | 6.38% | 一字 | 2.08% | 1.85% | 2.65% | 2.58% | 2.38% | 部 | 1.94% | | 7.25% | | 2.42% | | | | | | 2.31% | | | 托育服务 | 昭山極與 | 免税概念 | 预制菜概念 | 注册制次新 股 | 影视动漫 | 橡胶制品 | 机器人 | 林业 | 卫星应用 | | 1.54% | 1.28% | 1.24% | 1.20% | 1.11% | 1.62% | 1.58% | 1.55% | 1.42% | 1.19% | | РСВ | 东数西算 | AIPC | 液冷概念 | 富士康 | 光电子器件 | 电子设备制 | 互联网技术 | 银 ...

格隆汇12月8日｜A股市场海南自贸股表现强势，其中，新大洲A、福龙马、海南发展涨停，康芝药业涨 超6%，凯撒旅业、海马汽车、海南海药、新华都涨超5%。 ...

2025.12. 03 本文字数：1116，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日跌0.5% 截至午盘，沪指跌0.09%，深成指跌0.19%，创业板指跌0.5%。 10:57 商业航天概念盘中震荡回升，航天动力上演"地天板"，此前顺灏股份、中衡设计、银河电子涨 停。 | 重大事件 × | 商业航天 分时 最新: 1912.992 | 1.87% | | --- | --- | --- | | 1.61% | । ক্রিজ | | | 1.08% | 0.81% | | | 0.54% | 0.27% | | | 0.00% | 0.25% | | | 13 | 0.52% | 0.79% | | 1.06% | M | 1.32% | | 1.59% | n | 1.87% | | 量:4164761 | 指标说明 | 341776 | | 230698 | 115349 | | | | X10 | | 10:39 煤炭板块盘中逆势拉升，大有能源、新大洲A涨停，郑州煤电、华阳股份、辽宁能源、昊华能 源跟涨。 10:23 A股三大指数集体翻绿，创业板指盘初一度涨超1%，A ...

Market Overview - The A-share market experienced fluctuations with the Shanghai Composite Index falling below 3900 points, and the North Shenzhen 50 index also failing to hold above 1400 points, leading to declines in the Shenzhen Component Index, ChiNext Index, and Sci-Tech 50 Index [1][2] - The trading volume slightly decreased to 1.61 trillion yuan, with a larger number of stocks declining compared to those that rose [1][2] Sector Performance - The Hainan Free Trade Zone concept stocks saw significant strength towards the market close, with stocks like Ronioushan (000735) hitting the daily limit up just before the market closed [1][4] - The Straits West Coast concept stocks maintained strong performance throughout the day, with several stocks reaching a 20% limit up [1][4] - Active sectors included the Straits West Coast, hotel and catering, Hainan Free Trade, and pharmaceutical commerce, while sectors like electrical manufacturing, energy metals, film and television, and education training saw the largest declines [2] Capital Flow - Communication sector attracted over 3.5 billion yuan in net inflow, while light industry manufacturing and defense industry received over 3 billion yuan and 2.8 billion yuan respectively [3] - Major outflows were observed in the computer sector, with over 4.5 billion yuan leaving, and electrical equipment and non-ferrous metals also experiencing significant outflows [3] Future Outlook - The market is expected to enter a favorable "profit-making effect" window, particularly around the Spring Festival and the Two Sessions, which typically lasts about 20 trading days [3] - Analysts suggest focusing on sectors with growth logic for the upcoming year, particularly in high-growth stocks and industries such as snacks, frozen foods, condiments, and dairy products, which are expected to benefit from seasonal demand [3] Policy Impact - The Hainan Free Trade Port is set to officially start its full island closure on December 18, 2025, with significant tax incentives including zero tariffs on imported goods and reduced corporate and personal income tax rates [7] - The policy is expected to enhance trade and accelerate the development of Hainan as an international tourism consumption center, benefiting related sectors such as tourism, hotels, and retail [7] Investment Recommendations - Analysts recommend focusing on companies within the tourism industry that are likely to benefit from the Hainan Free Trade policies [7] - The Fujian sector is also expected to benefit from policy dividends, industrial upgrades, and cross-strait integration, with a focus on digital economy and AI-related stocks [10]

Core Viewpoint - The market showed a rebound with the three major indices rising on reduced trading volume, driven by active sectors such as commercial aerospace, titanium dioxide, and dairy stocks, while the overall market is expected to stabilize around the 4000-point mark. Commercial Aerospace Sector - The commercial aerospace sector experienced strong performance due to several factors, including the release of a development action plan by the National Space Administration, which outlines 22 key measures for high-quality development [1] - The Ministry of Industry and Information Technology initiated commercial trials for satellite IoT services, further boosting market confidence [2] - Anticipation surrounding the upcoming maiden flight of Beijing Blue Arrow Aerospace's "Zhuque-3" rocket has heightened market expectations [3] - The commercial aerospace market in China is projected to grow from approximately 0.38 trillion yuan in 2015 to 2.3 trillion yuan by 2024, with a compound annual growth rate of about 22% [4] Titanium Dioxide Sector - The titanium dioxide sector saw significant gains, with Jinpu Titanium Industries hitting the daily limit up, following a price increase announcement from industry leader Longbai Group [6] - The domestic market price was raised by 700 yuan per ton, while international prices increased by 100 USD per ton, indicating a potential recovery for the previously struggling industry [6] Semiconductor Sector - The semiconductor sector showed resilience, with stocks like Xidi Microelectronics rising over 14% [8] - A report from DIGITIMES forecasts global wafer foundry revenue to reach 199.4 billion USD by 2025, reflecting a year-on-year growth of over 25% [8] - The semiconductor cycle is currently in an upward trend, driven by strong AI demand and a recovery in the industrial sector [9] Hainan Free Trade Zone - The Hainan Free Trade Zone saw a surge in interest, with stocks like Hainan Ruize and Hainan Rubber hitting the daily limit up [10] - The official operation of the Hainan Free Trade Port on December 18 is expected to lower import costs and enhance trade facilitation, attracting significant domestic and foreign investment [10] Dairy Sector - Dairy stocks, including Yangguang Dairy and Yantang Dairy, performed strongly, with both hitting the daily limit up [11] - Recent policy changes in Sichuan Province extending marriage and maternity leave are expected to boost consumption in the dairy sector [11] Market Outlook - The market is currently experiencing fluctuations described as "clear sky turbulence," with expectations of limited severe volatility in the near future [12] - Analysts suggest that the market is transitioning from a liquidity-driven bull market to one based on fundamentals, with a focus on economic recovery and easing political tensions [12] - The upcoming period is anticipated to present new investment opportunities, particularly in sectors like technology and cyclical stocks [13][16]

记者丨金珊 11月28日，A股早盘探底回升，三大指数集体翻红。截至午间收盘，沪指涨0.21%，深成指涨0.72%，创 业板指涨0.71%。沪深两市半日成交额不足1万亿，全市场超3500只个股上涨。 板块方面，海南、大消费、锂电池等板块涨幅居前，医药、游戏等板块跌幅居前。 今日早盘，海南自贸概念盘中异动拉升，海南瑞泽4天3板，海南橡胶、神农种业、海南高速、海马汽 车、欣龙控股等跟涨。消息面上，今年12月18日，海南自由贸易港将正式封关运作。 编辑丨吴桂兴 此外，商业航天概念股活跃，乾照光电20cm涨停，雷科防务5天4板，顺灏股份、银河电子、四川金 顶、普天科技等多股涨停。消息面上，国家航天局日前发布《推进商业航天高质量安全发展行动计划 （2025—2027年）》，商业航天被纳入了国家航天发展总体布局。 | | V | 商业航天 ① 1877.35 1.41% | | ▲ | € O | | --- | --- | --- | --- | --- | --- | | 成分股 | 基金 | 资金 分析 | | 新闻 | 简况(F10) | | 名称/代码 | | | 最新 = | 涨幅 ◆ ５日涨幅 ◆ ▶ | | ...

点评：11月26日，行业龙头龙佰集团的调价公告打破了钛白粉市场的沉寂，国内市场每吨上调700元， 国际市场每吨上调100美元。此前，山东、江苏地区已有企业率先小幅提价200-300元/吨，预示着持续 亏损的钛白粉行业正开启成本传导后的集体突围。天风证券研报指出，反内卷背景下，关注钛白粉行业 投资机会。 2、商业航天表现活跃 商业航天板块表现活跃，乾照光电涨停。 点评：消息面上，北京拟在700-800公里晨昏轨道建设运营超过千兆瓦(GW)功率的集中式大型数据中心 系统，以实现将大规模AI算力搬上太空。中泰证券认为，商业航天产业正进入新一轮高速发展期，我 国商业航天企业数量已超过600家，商业航天发射工位合计25个（在运营18个、在建7个），GW星座组 网发射明显提速，可回收火箭技术即将进入关键验证阶段，太空算力建设是大势所驱。商业航天产业拐 点已现，近期板块有望迎来密集催化，建议重点关注商业航天方向投资机会。 市场早盘探底回升，三大指数集体翻红。截至午间收盘，上证指数涨0.21%，深证成指涨0.72%，创业 板指涨0.71%。全市场超3500只个股上涨。 盘面上，商业航天板块震荡走高，乾照光电等多股封板；福建本 ...

Market Overview - The Shanghai Composite Index closed at 3875.26 points, with an increase of 0.29% and a trading volume of 698.519 billion [1] - The Shenzhen Component Index closed at 12875.20 points, down by 0.25% with a trading volume of 1011.275 billion [1] - The ChiNext Index closed at 3031.30 points, decreasing by 0.44% and a trading volume of 494.735 billion [1] Sector Performance - The consumer electronics sector showed strength, with stocks like Yunzhong Technology and Liande Equipment hitting the daily limit [1] - The lithium battery sector was active, with companies such as Haike New Source and Shida Shenghua also reaching the daily limit [1] - Chip stocks performed well, with multiple stocks including Electronic Science and Technology Chip hitting the daily limit [1] - The short drama game sector weakened, with Huanrui Century hitting the daily limit down [1] - Other sectors with notable performance included organic silicon, CPO, and robotics, while cultivated diamonds and Hainan Free Trade Zone concepts saw declines [1]