（文章来源：每日经济新闻） 每经AI快讯，8月26日，鸡肉、猪肉概念持续活跃，傲农生物涨停，牧原股份、立华股份、天康生物、 晓鸣股份等跟涨。 ...

【导读】A股三大指数震荡翻红，华为概念、游戏、化纤等板块领涨 | | Wind热门概念指数 | | | | --- | --- | --- | --- | | 高送转 4.09% | 鸡产业 3.79% | 华鲲振宇 3.63% | 炒股软件 3.04% | | 消费电子代工 2.65% | 华为鸿蒙 2.54% | 网络游戏 2.48% | 礎化工 2.48% | | 猪产业 2.44% | 生物育种 2.24% | 创新药 -0.67% | 中航系 -0.75% | | 光刻机 -0.77% | 稀有金属 -0.98% | ASIC芯片 -1.08% | PEEK材料 -1.29% | | CRO | GPU | 稀土永磁 | 稀土 | | -1.76% | -2.15% | -2.45% | -5.28% | 沪深两市半日成交额达1.67万亿元，较上个交易日缩量近4000亿元。个股涨多跌少，市场共3321只个股 上涨，1942只个股下跌，其中69只个股涨停。 基金君和大家一起关注A股大事件！ 8月26日上午，A股三大指数低开回调，临近午盘震荡翻红，半日实现逆转。 截至午间收盘，上证指数涨0.11%，深证 ...

| 沪深京 板块 | 创业板 | 科创板 | | --- | --- | --- | | 上证指数 | 深证成指 | 创业板指 | | 3888.00 | 12532.51 | 2768.76 | | 4.44 0.11% | 91.44 0.73% | 5.77 0.21% | 上证报中国证券网讯 8月26日早盘，A股三大指数低开后震荡反弹，全线翻红。截至午间收盘，沪指涨0.11%，深证成指涨0.73%，创业板涨0.21%。盘面上 看，华为产业链表现强势，正元智慧、拓维信息等涨停。游戏股持续活跃，三七互娱涨停。液冷概念股探底回升，领益智造2连板，大元泵业等封板。猪 肉、美容护理等板块涨幅居前。下跌方面，稀土永磁概念股震荡调整，CRO、英伟达概念等跌幅居前。 | | | 东财概念指数 | | | | | 东财行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 华为欧拉 4.35% | 猪肉概念 4.07% | 时空大数据 4.03% | 混合现实 3.71% | 3D摄像头 3.66% | 畜牧业 4.24% | ...

记者 | 金珊 编辑 | 陈思颖 板块方面，游戏、猪肉、华为昇腾等涨幅居前，稀土永磁、银行等跌幅居前。其中，猪肉概 念盘中走强，牧原股份逼近涨停，此前傲农生物涨停，京基智农、立华股份等跟涨。 | 邦基科技 | | 26.90 +4.87% +13.12% | | --- | --- | --- | | 603151 | | | | 领涨龙头3 | | | | 京基智农 | 16.82 | +4.73% +6.05% | | 融 000048 | | | | 天康生物 | 6.92 | +4.53% +6.63% | | 融 002100 | | | | 温氏股份 | 18.65 | +4.02% +7.80% | | 融 300498 | | | | 东瑞股份 | 17.35 | +3.83% +4.96% | | 001201 | | | | 巨星农牧 | 22.10 | +3.51% +5.89% | | 融 603477 | | | | 人与书习 7 | | | 消息面上， 据国家发展改革委监测，近日全国平均猪粮比价跌至6∶1以下，按照《完善政府猪 肉储备调节机制 做好猪肉市场保供稳价工作预案》规定，进 ...

资金流向方面，8月12日主力资金净流出527.72万元，近五日累计净流出889.81万元。 截至2025年8月12日15时，天域生物股价报8.08元，与前一交易日持平。当日开盘价为8.04元，最高触及 8.30元，最低8.04元，成交额1.67亿元，换手率7.02%。 天域生物主营业务涉及农牧饲渔领域，公司注册地位于重庆。2025年中报业绩预增，同时被归类为微盘 股及猪肉概念板块。 消息面上，天域生物8月12日晚间公告称，董事会审议通过议案，拟继续使用不超过6150万元的闲置募 集资金暂时补充流动资金，使用期限不超过12个月。 风险提示：市场有风险，投资需谨慎。 ...

Group 1 - The pork concept sector rose by 2.86%, ranking 9th among concept sectors, with 32 stocks increasing in value, led by Dayu Biotechnology, Bangji Technology, and Shennong Group, which rose by 10.33%, 7.77%, and 7.69% respectively [1] - The pork concept sector saw a net inflow of 468 million yuan from main funds, with 24 stocks receiving net inflows, and 7 stocks attracting over 30 million yuan each, with Muyuan Foods leading at 73.31 million yuan [2][3] - The top three stocks by net inflow ratio in the pork concept sector were Dongrui Co., Shennong Group, and Zhenghong Technology, with net inflow ratios of 16.20%, 12.91%, and 12.04% respectively [3][4] Group 2 - The top stocks in the pork concept sector by net inflow included Muyuan Foods, New Hope, Shennong Group, and Tangrenshen, with net inflows of 73.31 million yuan, 66.12 million yuan, 58.22 million yuan, and 56.30 million yuan respectively [2][3] - The trading performance of stocks in the pork concept sector showed varying turnover rates, with Dongrui Co. at 2.62%, Shennong Group at 2.50%, and Tangrenshen at 8.17% [3][4] - The overall market performance indicated a positive trend in the pork sector, contributing to the sector's growth amidst fluctuations in other sectors [1][2]

Core Viewpoint - The A-share market has reached new highs in 2023, with all three major indices showing positive growth, indicating a strong market sentiment and potential for continued upward movement [1][2]. Market Performance - As of July 22, 2023, the Shanghai Composite Index rose by 0.62% to 3581.86, the Shenzhen Component Index increased by 0.84% to 11099.83, and the ChiNext Index gained 0.61% to 2310.86 [2]. - The total trading volume in the Shanghai and Shenzhen markets was 1.89 trillion yuan, an increase of 193.1 billion yuan compared to the previous trading day, with over 2500 stocks rising and more than a hundred stocks hitting the daily limit [2]. Sector Performance - The infrastructure sector showed strong performance, particularly in cement stocks, which experienced a surge in limit-up stocks. Other sectors such as coal, organic silicon, pork, liquor, precious metals, and Hainan Free Trade Zone also saw significant gains [4]. - Specific stocks in the hydropower sector, including Poly Union, China Power Construction, and Jiangnan Chemical, saw nearly 20 stocks hit the daily limit [5]. - The coal sector experienced a notable afternoon rally, with companies like Lu'an Environmental Energy, Jinkong Coal Industry, and Shanmei International seeing eight stocks hit the daily limit [6]. Capital Flow - Main capital inflows were observed in the coal, machinery equipment, and precious metals sectors, while outflows were noted in pharmaceuticals, public utilities, and education sectors [7]. - Individual stocks such as Great Wall Military Industry, Kweichow Moutai, and Tebian Electric Apparatus received net inflows of 929 million yuan, 782 million yuan, and 578 million yuan, respectively [8]. - Conversely, stocks like Northern Rare Earth, Wolong Electric Drive, and Construction Industry faced net outflows of 883 million yuan, 701 million yuan, and 676 million yuan, respectively [9]. Institutional Insights - Guorong Securities suggests that the market's upward trend is likely to continue [10]. - Dexun Securities notes that the indices are steadily rising, showcasing a healthy structure of price increase and volume growth, with strong bullish momentum and improved market sentiment [11]. - Zhongtai Securities indicates that the current market sentiment is high, fueled by recent large-scale infrastructure announcements, and suggests maintaining a relatively optimistic outlook while focusing on sectors like robotics and low-altitude economy [11].

Core Viewpoint - The A-share market is experiencing a mixed performance with the three major indices showing slight gains, indicating a potential for short-term fluctuations and a focus on performance certainty as the market approaches the half-year report period [1][5]. Market Performance - As of July 10, the Shanghai Composite Index rose by 0.21%, the Shenzhen Component Index by 0.18%, and the ChiNext Index by 0.19% [1]. - The multi-financial sector continues to strengthen, with notable performances from various stocks, including a nearly 50% increase in Delin Holdings and over 10% rise in Changxin Bochuang [1]. Sector Highlights - The rare earth permanent magnet sector is showing strong performance, with North Rare Earth rising over 5% and projected net profits for the first half of 2025 expected to increase by 5538.33% to 5922.76% year-on-year [2]. - The power sector is also performing well, with Jingyuntong hitting the daily limit [1]. Institutional Insights - Dongguan Securities suggests that positive short-term sentiment may continue, driven by the current economic observation period and upcoming important meetings [3]. - Longcheng Securities notes a structural differentiation in the market, with a dual-driven pattern emerging from "technology + cycle" sectors, indicating a rotation in investment focus [4]. - Yin Hua Fund expresses skepticism about significant upward movement in indices, emphasizing a focus on performance certainty as the market approaches the half-year reporting period [5].

Group 1 - The pork concept sector experienced a decline of 1.11%, ranking among the top declines in concept sectors, with major companies like Juxing Agriculture and He Feng Co. seeing significant drops [1][2] - Among the pork concept stocks, only two companies, Guangming Meat and Delisi, saw price increases of 1.70% and 0.21% respectively [1][2] - The pork concept sector faced a net outflow of 269 million yuan from main funds, with 24 stocks experiencing outflows, and 14 stocks seeing outflows exceeding 10 million yuan [2] Group 2 - The largest net outflow was from Dabeinong, with 55.19 million yuan, followed by New Hope and New Wufeng with outflows of 48.85 million yuan and 23.22 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflow included Muyuan Foods, Guangming Meat, and Delisi, with inflows of 78.63 million yuan, 6.23 million yuan, and 1.95 million yuan respectively [2][3] - The trading volume for Dabeinong was 1.95%, while Guangming Meat had a trading volume of 1.39% [3]

Group 1 - The pork concept sector increased by 2.16%, ranking 7th among concept sectors, with 29 stocks rising, including Zhenghong Technology, which hit the daily limit, and Shennong Group, Dayu Biological, and Muyuan Foods, which rose by 7.70%, 5.06%, and 4.79% respectively [1] - The pork concept sector saw a net inflow of 251 million yuan, with 23 stocks receiving net inflows, and 12 stocks exceeding 10 million yuan in net inflow, led by New Hope with a net inflow of 54.25 million yuan [2][3] - The top stocks by net inflow ratio included Zhenghong Technology, New Five Farms, and Tianbang Foods, with net inflow ratios of 29.78%, 12.94%, and 12.65% respectively [3][4] Group 2 - The top gainers in the pork concept sector included Zhenghong Technology, which rose by 9.96%, and Shennong Group, which rose by 7.70%, while the biggest losers were Bright Food, which fell by 1.91%, and Jingji Zhino, which fell by 1.14% [1][5] - The trading volume and turnover rates for key stocks in the pork sector showed significant activity, with Zhenghong Technology having a turnover rate of 9.04% and New Hope at 1.38% [3][4] - The overall performance of the pork sector reflects a positive sentiment among investors, as indicated by the substantial net inflows and rising stock prices [2][3]