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每日复盘-20251022
Guoyuan Securities· 2025-10-22 14:12
Market Performance - On October 22, 2025, the Shanghai Composite Index fell by 0.07%, the Shenzhen Component Index decreased by 0.62%, and the ChiNext Index dropped by 0.79%[2] - The total market turnover was 16,902.59 billion CNY, a decrease of 2,024.34 billion CNY compared to the previous trading day[2] - Out of 5,246 stocks, 2,280 rose while 2,966 fell[2] Sector and Style Analysis - The top-performing sectors included Oil & Petrochemicals (1.55%), Banking (0.94%), and Real Estate (0.88%)[22] - The worst-performing sectors were Agriculture, Forestry, Animal Husbandry, and Fishery (-1.53%), Nonferrous Metals (-1.42%), and Electric Power Equipment & New Energy (-1.13%)[22] - In terms of investment style, Financials outperformed, followed by Stability, while Growth and Cyclical sectors lagged[22] Capital Flow - On October 22, 2025, the net outflow of main funds was 442.31 billion CNY, with large orders seeing a net outflow of 224.43 billion CNY and super large orders a net outflow of 217.89 billion CNY[27] - Small orders continued to see a net inflow of 424.83 billion CNY[27] ETF Trading Activity - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in trading volume, with changes of -1.86 billion CNY and -19.10 billion CNY respectively[31] - The total trading volume for these ETFs was 24.91 billion CNY for the Huaxia SSE 50 ETF and 26.02 billion CNY for the Huatai-PB CSI 300 ETF[31] Global Market Overview - On October 22, 2025, major Asia-Pacific indices closed mixed, with the Hang Seng Index down 0.94% and the Nikkei 225 down 0.02%[36] - European indices generally rose on October 21, 2025, with the DAX up 0.29% and the CAC40 up 0.64%[36]
主力资金丨一批热门股遭主力资金大幅出逃
(原标题:主力资金丨一批热门股遭主力资金大幅出逃) 6个行业获主力资金净流入。 据证券时报·数据宝统计,今日(10月22日)沪深两市主力资金净流出314.9亿元,其中创业板净流入106.34亿元,沪深300成份股净流出123.4亿 元。 行业板块方面,申万一级9个行业上涨,石油石化行业涨幅居首,达1.58%;银行、家用电器、房地产和传媒行业涨幅均在0.5%以上。22个下跌行 业中,有色金属跌1.36%,居首;电力设备、农林牧渔、国防军工和煤炭行业均跌超1%。 从资金流向来看,申万一级行业中,6个行业获主力资金净流入。轻工制造行业主力资金净流入居首,达4.27亿元;建筑材料和家用电器行业净流 入金额居前,均超2.8亿元;石油石化、机械设备和美容护理行业净流入均在3400万元以上。 25个主力资金净流出的行业中,电子和电力设备行业净流出金额居前,均超40亿元。计算机、有色金属和非银金属行业净流出金额居前,均超26 亿元,汽车、通信、银行和基础化工等行业主力资金净流出均超10亿元。 一批热门股遭大幅净流出 从个股来看,51股主力资金净流入均超1亿元,其中12股净流入均超2亿元。 CPO概念股天孚通信主力资金净流入1 ...
港股收盘(10.22) | 恒指收跌0.94% 泡泡玛特(09992)逆市升超2% 老铺黄金(06181)折价配股跌8%
智通财经网· 2025-10-22 08:47
Market Overview - The Hong Kong stock market failed to maintain its rebound, with the Hang Seng Index closing down 0.94% at 25,781.77 points and a total turnover of 227.54 billion HKD [1] - The largest external uncertainty facing the market is the US-China rivalry, which has impacted investor sentiment and caused short-term volatility [1] Blue Chip Performance - Pop Mart (09992) rose 2.4% to 256.4 HKD, contributing 6.98 points to the Hang Seng Index, with projected revenue growth of 245%-250% year-on-year for Q3 2025 [2] - Other blue chips included China National Pharmaceutical Group (01099) up 4.27% and Shenzhou International (02313) up 1.72%, while Chow Tai Fook (01929) fell 5.65% [2] Sector Performance - Large tech stocks showed weak performance, with Alibaba down nearly 2% and Tencent down over 1% [3] - Gold and silver stocks faced significant declines due to geopolitical factors and profit-taking, with China Silver Group (00815) down 8.33% [4] - Banking stocks were active, with Chongqing Bank (01963) and Agricultural Bank of China (01288) both up 1.56% [4][5] Notable Company Developments - Xuan Bamboo Bio (02575) reached a new high, rising 31.87% after presenting positive clinical trial results for breast cancer treatment [7] - Chalco International (02068) surged 30.52% amid reports of potential asset swaps with Rio Tinto [8] - Guanghe Communication (00638) debuted below its offering price, falling 11.72% [9] - Laopuhuang (06181) saw a significant drop of 8.21% after announcing a discounted share placement [10] - Innovent Biologics (01801) announced a global strategic partnership with Takeda Pharmaceutical, potentially worth up to 114 billion USD [11]
A股收评:沪指微跌0.07%,深地经济概念逆势崛起,贵金属板块领跌
Ge Long Hui A P P· 2025-10-22 07:33
消息面上,隔夜贵金属市场遭全面抛售,现货黄金一度暴跌近280美元,跌破创下12年来最大单日跌幅,现货白银暴跌逾8%,失守48美元,录 得自2021年2月以来的最大跌幅。多重因素共同拖累贵金属,包括国际贸易谈判出现积极态势,美元走强,技术面超买,以及美国联邦政府停 摆和印度季节性买盘结束而引发的投资者持仓不确定性。 海南自贸区板块表现不佳,海马汽车跌超8%,海汽集团、海峡股份跌超7%,海南机场、海德股份、凯撒旅业(维权)、海南发展纷纷走弱。 10月22日,A股三大指数盘中翻红后均出现回落。截至收盘,沪指跌0.07%,深证成指跌0.62%,创业板指跌0.79%。全市场成交额1.69万亿元, 较前一交易日缩量2024亿元,超2900股下跌。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3913.76 | -2.57 | -0.07% | | 399001 | 深证成指 | 12996.61 | -80.71 | -0.62% | | 399006 | 创业板指 | 3059.32 | -24.40 | -0 ...
A股收评:三大指数集体收跌 两市成交额萎缩至1.67万亿
市场全天弱势震荡,三大指数盘中翻红后均出现回落。截至收盘,沪指跌0.07%,深成指跌0.62%,创业板指0.79%。 深地经济概念股全天走强,神开股份、石化机械、中信重工三连板。 湖北国资概念延续强势,武汉控股等多股晋级两连板。 个股方面,寒武纪-U成交额198亿元居首,中际旭创、新易盛、三花智控、工业富联成交额靠前。 | 房号:代码 名称 ● | | | | | 最新 涨幅% 市净率 涨跌 成交量 现手 涨速% 换手% | | | | | 成交额↓ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 688256 赛武纪-U | | | $ 1429.50 | 4.42 53.29 | 60.54 | 14.13万 | 1206 | -0.02 | 3.38 | 198亿 | | 2 300308 | 中际旭创 | | 444.30 | 0.63 22.06 | 2.80 39.75万 | | 3563 | 0.03 | 3.60 | 178亿 | | 3 300502 | 新易盛 | → | 362.83 | ...
收盘丨创业板指缩量跌0.79%,深地经济概念持续升温
Di Yi Cai Jing· 2025-10-22 07:17
沪深两市成交额1.67万亿,量能进一步萎缩,较上一个交易日缩量2060亿。 沪深两市成交额1.67万亿,量能进一步萎缩,较上一个交易日缩量2060亿。全市场超2900只个股下跌。 10月22日,A股三大股指集体收跌,沪指跌0.07%,深成指跌0.62%,创业板指跌0.79%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | STAN | 3913.76 | -2.57 | -0.07% | | 399001 | 深证成指 | Shom | 12996.61 | -80.71 | -0.62% | | 399006 | 创业板指 | Norm | 3059.32 | -24.40 | -0.79% | 盘面上,深地经济概念持续升温,地产、银行、大基建板块表现不俗,农业银行14连阳后再创历史新高;锂电池产业链普跌,黄金、稀 土等小金属方向集体下挫,海南、存储芯片概念回调。 具体来看,深地经济概念持续活跃,神开股份、中信重工均3连板。 地产股继续反弹,天保基建、京投发展、盈新发展、光明 ...
A股收评 | 三大指数集体收跌 成交再度缩量!资金抱团银行
智通财经网· 2025-10-22 07:17
今日市场总体弱势震荡,截至收盘三大指数集体收跌,市场成交额再度缩量,全天成交仅1.6万亿,两 市个股跌多涨少。 东方证券表示,短期指数可能维持震荡盘升格局,等待海外风险扰动落地后,观察流动性支持力度择机 再形成突破。哑铃策略仍是目前优势思路,防守端低位国资改革、基建、消费等板块多有企稳。进攻端 关注科技成长中三季报预增,业绩支持较强的确定性方向。 市场何时突破震荡格局?东方证券认为,海外地缘风险有所下降,但摩擦风险仍在,美元资金有所回 流。阶段性关注全球流动性或有边际分化,警惕流动性冲击拖累风险偏好。国内权益资金有所分歧,部 分资金继续抱团确定性成长龙头,但也有资金回归低位轮动。 盘面上,热点较为杂乱,房地产、家电等地产链走高,银行板块再度上扬,农业银行14连阳再创新高; 地产股延续涨势,盈新发展3连板;深地经济概念持续发酵,神开股份、石化机械等多股3连板,带动工 程机械、可燃冰页岩气等板块延续活跃;算力芯片概念午后一度走强,寒武纪一度涨超7%;湖北国资 概念活跃,湖北广电等涨停;下跌方面,黄金等有色概念重挫,湖南白银触及跌停,芯片股展开调整, 煤炭、证券、军工、光伏等方向跌幅居前。 展望后市,华安证券认为, ...
AH股下跌:创业板跌超1%,半导体调整,沪金跌超5%,恒科指跌超1%,泡泡玛特逆势涨逾5%,国债反弹
Hua Er Jie Jian Wen· 2025-10-22 04:23
Market Overview - The early trading session saw a continuation of strength in the deep earth economy concept, with companies like CITIC Heavy Industries, Petrochemical Machinery, and ShenKong Co. achieving three consecutive trading limits [1][7] - On October 22, the A-share market opened lower, with all three major indices declining, particularly the ChiNext index which fell over 1% [1][10] - The Hong Kong stock market also opened lower, with the Hang Seng Index dropping over 1% and technology stocks experiencing declines [1][12] A-share Performance - As of the report, the Shanghai Composite Index was down 0.45% at 3898.54, the Shenzhen Component Index fell 0.77% to 12976.03, and the ChiNext Index decreased by 0.82% to 3058.43 [2][11] - The decline in the A-share market was attributed to significant drops in sectors such as gold, non-ferrous metals, and semiconductors, while infrastructure and real estate stocks showed some resilience [11] Hong Kong Market Performance - The Hang Seng Index was reported at 25793.92, down 0.90%, while the Hang Seng Technology Index fell 1.50% to 5918.06 [3][13] - The technology sector in Hong Kong faced widespread pullbacks, with gold stocks experiencing significant losses, particularly Zijin Mining and Shandong Gold, which dropped over 6% [13] Bond Market - The bond market showed a collective rebound, with the 30-year main contract rising by 0.19%, the 10-year contract up by 0.08%, and the 5-year contract increasing by 0.04% [3][4] Commodity Market - Domestic commodity futures mostly rose, with notable increases in indices such as shipping, pulp, lithium carbonate, and aluminum, while gold and silver saw declines exceeding 5% [4][5] - Specific commodities like copper and polysilicon experienced price drops, while soybean meal fell over 1% [5][17] Key Stocks - Bubble Mart saw a significant rise of over 8% in early trading, with third-quarter revenue expected to increase by 245%-250% year-on-year, prompting Jefferies to raise its target price to HKD 383.2 [14]
A股午评:创业板指跌近1% 黄金概念股集体回调
南方财经10月22日电,市场震荡回落,深成指、创业板指盘中翻红后再度下跌。沪深两市成交额1.1万 亿,较上一个交易日缩量535亿。截至收盘,沪指跌0.44%,深成指跌0.81%,创业板指跌0.89%。从板 块来看,深地经济概念强者恒强,神开股份、石化机械三连板。湖北国资概念延续强势,武汉控股、湖 北广电等多股晋级两连板。可控核聚变概念再度走强,安泰科技、大西洋双双涨停。下跌方面,黄金概 念集体回调,湖南白银触及跌停。天然气板块走弱,国新能源触及跌停。板块方面,工程机械、人造 肉、风电等板块涨幅居前,黄金、电池等板块跌幅居前。 相关股票: 湖南白银武汉控股大西洋国新能源安泰科技石化机械神开股份湖北广电 A股午评:创业板指跌近1% 黄金概念股集体回调 2025-10-22 11:35 南方财经10月22日电,市场震荡回落,深成指、创业板指盘中翻红后再度下跌。沪深两市成交额1.1万 亿,较上一个交易日缩量535亿。截至收盘,沪指跌0.44%,深成指跌0.81%,创业板指跌0.89%。从板 块来看,深地经济概念强者恒强,神开股份、石化机械三连板。湖北国资概念延续强势,武汉控股、湖 北广电等多股晋级两连板。可控核聚变概 ...
近3000只个股下跌
Di Yi Cai Jing Zi Xun· 2025-10-22 04:04
2025.10.22 10月22日午盘,沪指跌0.44%,深成指跌0.81%,创业板指跌0.89%。黄金等有色行业集体下挫,锂电 池、存储芯片、稀土板块普跌;地产、银行涨幅居前,核聚变、风电、深地科技概念表现活跃。全市场 近3000只个股下跌。 11:20香港恒生指数日内跌幅扩大至1%。网易、周大福、比亚迪电子跌超4%。 11:06沪深两市成交额突破1万亿,较昨日此时缩量超300亿。 10:31光模块龙头中际旭创盘中涨3.6%,最高报457.50元/股,创历史新高,年内飙升约2.7倍。 10:18创业板指拉升翻红,此前跌超1%,沪指跌0.1%,深成指跌0.07%。 本文字数:1171,阅读时长大约2分钟 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 5V | 3912.50 | -3.83 | -0.10% | | 399001 | 深证成指 | V | 13068.17 | -9.14 | -0.07% | | 399006 | 创业板指 | NY | 3084.55 | 0 ...