行 行业周报 业 内需主导奠定明年经济基调，短期关注出口链改善 ——轻工制造&纺织服饰行业周报 | 研 | | | | | ——轻工制造&纺织服饰行业周报 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 究 | 分析师： | 袁艺博 | | SAC NO： S1150521120002 | 2025 | 年 | 月 | 12 | | | 15 | 日 | | | | 轻工制造 | | | 投资要点： | | | | | | | | | | | | 纺织服饰 | | | | | | | | | | | | | | | | | |  行业要闻 | | | | | | | | | | | | 证券分析师 | | | （1）中央经济工作会议在北京举行。 | | | | | | | | | | | | 袁艺博 | | | | | | | | | | | | | | | yuanyb@bhzq.com | | | （2）《关于加强商务和金融协同更大力度提振消 ...

| 行 | | | 行业周报 | | --- | --- | --- | --- | | 业 | | | 继续关注出口链机会，包装纸价格延续走强（更正） | | 研 | | | ——轻工制造&纺织服饰行业周报 | | 究 | 分析师： | 袁艺博 | SAC NO： S1150521120002 2025 年 12 月 15 日 | | | 轻工制造 | | 投资要点： | | | 纺织服饰 | |  行业要闻 | | | | | （1）何立峰与美国财政部长贝森特、贸易代表格里尔举行视频通话。 | | | 证券分析师 | | （2）玖龙八大基地、联盛纸业、五洲特纸、湖北荣成、广东松炀更新涨价函。 | | | 袁艺博 | |  重要公司公告 | | | yuanyb@bhzq.com | | | | | 022-23839135 | | （1）博汇纸业：公司投资化学浆技改项目。 | | | | | （2）探路者：收购贝特莱电子 51%股权。 | | | 研子究行助业理评级 | |  行情回顾 | | | 家居用品 | 中性 | 月 日至 月 日，轻工制造行业跑赢沪深 指数 个百分点： 12 1 12 5 ...

截至12月9日收盘，海峡两岸概念上涨1.04%，位居概念板块涨幅第6，板块内，124股上涨，中创环 保、恒信东方等20%涨停，舒华体育、欣贺股份、龙洲股份等涨停，乾照光电、德艺文创、腾景科技等 涨幅居前，分别上涨11.40%、10.68%、10.54%。跌幅居前的有睿能科技、闽发铝业、福建金森等，分 别下跌9.98%、8.06%、7.29%。 今日涨跌幅居前的概念板块 | | 技 | | | | | | --- | --- | --- | --- | --- | --- | | 600703 | 三安光 | 5.49 | 3.82 | 31426.13 | 11.88 | | | 电 | | | | | | | 乾照光 | | | | | | 300102 | 电 | 11.40 | 25.92 | 27333.82 | 4.54 | | 002600 | 领益智 | 1.66 | 3.80 | 25717.32 | 6.14 | | | 造 | | | | | | 300081 | 恒信东 | 20.04 | 23.37 | 21634.52 | 24.41 | | | 方 | | | | | | 0023 ...

截至12月8日收盘，海峡两岸概念上涨2.98%，位居概念板块涨幅第10，板块内，213股上涨，红相股份 20%涨停，闽发铝业、凤竹纺织、厦门信达等涨停，光莆股份、中能电气、亚翔集成等涨幅居前，分别 上涨10.53%、9.27%、8.79%。跌幅居前的有嘉亨家化、龙高股份、招标股份等，分别下跌3.71%、 2.82%、2.61%。 今日涨跌幅居前的概念板块 资金面上看，今日海峡两岸概念板块获主力资金净流入19.54亿元，其中，105股获主力资金净流入，21 股主力资金净流入超亿元，净流入资金居首的是兴业证券，今日主力资金净流入8.02亿元，净流入资金 居前的还有福龙马、永辉超市、工业富联等，主力资金分别净流入6.93亿元、4.82亿元、4.74亿元。 资金流入比率方面，安妮股份、龙洲股份、安记食品等流入比率居前，主力资金净流入率分别为 87.29%、79.54%、69.93%。（数据宝） 海峡两岸概念资金流入榜 | 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 | | --- | --- | --- | --- | --- | --- | | | | （%） | ...

编辑 ｜ 钉钉 | 代码 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | --- | | 300427 | 红相股份 | +19.98% | 12.67 | | 300632 | 光莆股份 | +12.70% | 17.66 | | 600493 | 凤竹纺织 | +10.05% | 8.54 | | 605299 | 舒华体育 | +10.04% | 14.25 | | 002512 | 达华智能 | +10.03% | 7.13 | | 002682 | 龙洲股份 | +10.03% | 8.67 | | 603696 | 安记食品 | +10.02% | 21.42 | | 002752 | 昆兴股份 | +10.01% | 7.91 | | 603256 | 宏和科技 | +10.01% | 36.15 | | 002235 | 安妮股份 | +10.01% | 10.22 | | 600693 | 东百集团 | +10.01% | 11.21 | | 002474 | 榕基软件 | +10.01% | 11.54 | | 002029 | 七匹狼 | +10.01% | ...

A股收评：沪指本月跌1.67% 终结月线六连阳 南方财经11月28日电，沪指本月累计跌1.67%，月中续创十年新高后震荡回落，终结月线六连阳。创业 板指本月累计跌4.23%，创业板指、深成指呈现"先抑后扬"的整体格局，随着11月下旬算力硬件概念的 带动下，逐步小幅修复前期跌幅。从板块来看，本月热点轮动加快，市场热点主要集中在电池产业链、 海南、福建、算力硬件等方向。电池板块中涌现出多只翻倍股，其中国晟科技涨155%，华盛锂电涨 132%，海科新源涨122%。海峡两岸概念中，平潭发展累计涨51%，合富中国累计涨143%。海南板块 中，海南瑞泽累计涨47%。算力硬件概念股本月中下旬线轴走强，中富电路、赛微电子、腾景科技、光 库科技、中际旭创均创历史新高。此外，农业银行、工商银行、中国银行月中均创新高。 2025-11-28 15:06 相关快讯 相关文章 南方财经11月28日电，沪指本月累计跌1.67%，月中续创十年新高后震荡回落，终结月线六连阳。创业 板指本月累计跌4.23%，创业板指、深成指呈现"先抑后扬"的整体格局，随着11月下旬算力硬件概念的 带动下，逐步小幅修复前期跌幅。从板块来看，本月热点轮动加快，市 ...

凤凰网财经讯 11月28日，沪指本月累计跌1.67%，月中续创十年新高后震荡回落，终结月线六连阳。创 业板指本月累计跌4.23%，创业板指、深成指呈现"先抑后扬"的整体格局，随着11月下旬算力硬件概念 的带动下，逐步小幅修复前期跌幅。 市场概况 2937 1003 798 195 139 136 114 78 81 32 10 12 6 大于 +8% 小于 -8% 涨停 跌停 +2% 0% -6% +6% -2% -4% -8% +8% +4% 上涨 4122家 持平 139家 下跌 1193家 停牌 21家 跌停 涨停 81家 6家 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 | | 1 8 5 | 现手 金额 | | 上证指数 | 3888.60 | 0.34 | 13.34 | 1766/497 | 0.00 | 4.50 7. | 58.5万 6457.56亿 | | 深证成指 | 12984.08 | 0.85 | 108.89 | 2252 ...

Market Performance - The Shanghai Composite Index has decreased by 1.67% this month, ending a six-month streak of gains after reaching a ten-year high in the middle of the month [1] - The ChiNext Index has dropped by 4.23%, showing a "first decline then recovery" pattern, with a gradual repair of previous losses driven by the computing hardware concept in late November [1] Sector Highlights - Market hotspots have shifted rapidly this month, primarily focusing on the battery supply chain, Hainan, Fujian, and computing hardware sectors [2] - The battery sector has seen multiple stocks doubling in value, with notable increases such as Guosheng Technology up 155%, Huasheng Lithium up 132%, and Haike Xinyuan up 122% [2] - In the cross-strait concept, Pingtan Development has risen by 51%, and Hefei China has increased by 143% [2] - The Hainan sector has also performed well, with Hainan Ruize up 47% [2] - Stocks in the computing hardware sector have strengthened in mid to late November, with companies like Zhongfu Circuit, Saiwei Electronics, Tengjing Technology, Guangku Technology, and Zhongji Xuchuang reaching historical highs [2] Banking Sector - Agricultural Bank of China, Industrial and Commercial Bank of China, and Bank of China have all reached new highs in the middle of the month [3]

Core Viewpoint - The market shows signs of volatility with a shift in investment styles, moving from previously popular sectors like AI and robotics to price increase concepts in chemical materials, storage chips, and energy metals like lithium [2][4]. Market Performance - On November 17, the market opened lower, with all three indices experiencing a slight decline by the close, breaking below the 5-day moving average [2]. - The trading volume decreased by approximately 501 billion yuan, with a net outflow of 490 billion yuan, indicating a cautious market sentiment despite a high number of stocks hitting the daily limit [3][2]. Sector Analysis - The most active sector is the "national reunification" sector, driven by patriotic sentiments following remarks from Japan's Prime Minister regarding the Taiwan Strait situation, leading to significant interest in related stocks [4]. - Notable stocks in this sector include 合富中国 (HeFu China), 平潭发展 (Pingtan Development), and 孚日股份 (FuRi Shares), which have seen substantial price increases [4]. - The military industry sector also performed well, with stocks like 红相股份 (Hongxiang Shares) and 江龙船艇 (Jianglong Shipbuilding) experiencing price surges [5]. Investment Strategy - Investors are advised to be cautious as many stocks have detached from their fundamentals, driven by emotional speculation rather than solid financial performance [6]. - It is crucial to manage positions carefully and be prepared to take profits or cut losses quickly in response to market sentiment changes [7].

Group 1: Company Announcements - 合富中国's stock price increased by 256.29% over 14 trading days, significantly outperforming the industry and Shanghai Composite Index, leading to a suspension for verification starting November 17 [1] - 工业富联's GB300 achieved mass production in Q3, with improved yield and testing efficiency, positively impacting Q4 gross margin [2] - 天孚通信's controlling shareholder plans to transfer 8.5 million shares, representing 1.09% of total equity, due to personal funding needs [4] - 璞泰来 plans to invest 7.6 billion yuan in a new integrated film coating project, aiming to meet growing demand in the battery and energy storage sectors [5] - 电投能源 intends to acquire 100% of Baiyin Hua Coal Power for 11.149 billion yuan, financing through share issuance and cash [6] - 中微公司 reported that a shareholder completed a reduction of 12.52 million shares, totaling 3.351 billion yuan [7] - 瑞德智能 plans to invest 10 million yuan in a leading company in the power plant robotics sector [8] - 盘古智能 aims to acquire control of a petrochemical company by purchasing 11.97% of its shares for 24.64 million yuan [9] - 泰达股份 signed a memorandum for a waste-to-energy project in Egypt [10] - 杭氧股份 is set to establish a venture capital fund focusing on low-temperature technology and nuclear fusion [11] Group 2: Financial Performance and Regulatory Approvals - 复星医药's subsidiary received FDA approval for a biosimilar drug, with applications pending in China and Europe [21] - 长春高新 received approval for a clinical trial of a new growth hormone drug, with no similar products currently available in China [20] - 海辰药业 obtained a drug registration certificate for a new injection product [22] - 上海机场 reported a 12.46% year-on-year increase in passenger throughput for October [23] Group 3: Shareholder Actions - 深桑达 A plans to publicly transfer 80% of a subsidiary's shares with a minimum price of 1.857 billion yuan [12] - 中电港's major shareholder reduced its stake by 1% between October 31 and November 13 [15] - 康龙化成's major shareholders plan to collectively reduce their holdings by up to 1.5% [16] - 科兴制药's controlling shareholder intends to transfer 5% of its shares [17]