证券研究报告 | 策略点评 2025 年 11 月 17 日 投资要点 分析师：储杨阳 执业编号：S0300525060002 电话： 邮箱：chuyangyang@ykzq.com 投资策略研究 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 6 粤开市场日报-20251117 今日关注 指数涨跌情况：今日 A 股主要指数多数收跌。截止收盘，沪指跌 0.46%，收报 3972.03 点；深证成指跌 0.11%，收报 13202.00 点；科创 50 跌 0.53%，收报 1354.04 点；创业板指跌 0.20%，收报 3105.20 点。总体上，全天个股涨跌家 数基本持平，Wind 数据显示，全市场 2582 只个股上涨，2724 只个股下跌， 138 只个股收平。沪深两市今日成交额合计 19108 亿元，较上个交易日缩量 473 亿元。 行业涨跌情况：今日申万一级行业涨少跌多，计算机、国防军工、煤炭、通 信、房地产等行业涨幅靠前，涨幅分别为 1.67%、1.59%、1.32%、1.10%、1.00%， 医药生物、银行、非银金融、建筑材料、家用电器等 ...

Market Overview - The A-share market saw most major indices decline today, with the Shanghai Composite Index up by 0.23% closing at 3969.25 points, the Shenzhen Component Index up by 0.37% closing at 13223.56 points, the ChiNext Index up by 1.03% closing at 3166.23 points, and the Sci-Tech 50 Index up by 0.23% closing at 1390.39 points [1] - Overall, there were more gainers than losers in the market, with 3375 stocks rising and 1902 stocks falling, while 161 stocks remained unchanged. The total trading volume in the Shanghai and Shenzhen markets was 18723 billion, a decrease of 434 billion from the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, the leading sectors included power equipment, coal, commercial retail, environmental protection, and light industry manufacturing, with gains of 3.40%, 1.39%, 1.22%, 1.06%, and 0.93% respectively. Conversely, the sectors that experienced declines included computer, non-bank financials, telecommunications, media, and beauty care, with losses of 0.97%, 0.49%, 0.43%, 0.41%, and 0.33% respectively [1] Concept Sector Performance - The top-performing concept sectors today included ultra-high voltage, continuous boards, lithium iron phosphate batteries, charging piles, and power equipment, among others. These sectors showed significant gains, while semiconductor silicon wafers, rare earths, and cybersecurity experienced pullbacks [2][12]