Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index closing at 3864.18, down by 0.15%, while the Shenzhen Component Index rose by 1.02% to 12907.83 [2][4] - The three major indices opened lower but rebounded, with the ChiNext Index increasing by nearly 3% at one point during the session [4] Sector Performance - The top-performing sectors included Communication (+4.64%), Comprehensive (+1.79%), and Electronics (+1.58%), while the worst-performing sectors were Defense Industry (-2.25%) and Media (-0.82%) [3] - Notable concept indices that performed well included Horse Racing (+1.95%) and Duty-Free Shops (+1.72%), while sectors like Shipbuilding (-5.09%) and Military-Civil Integration (-1.90%) lagged [3] Future Outlook - The report highlights a government initiative aimed at enhancing the adaptability of consumer goods supply and demand, targeting the formation of three trillion-level consumption areas and ten hundred-billion-level consumption hotspots by 2027 [5] - The market is expected to stabilize with a focus on sectors such as dividends, TMT (Technology, Media, and Telecommunications), and New Energy, as the regulatory environment becomes clearer [5]

一、强势个股 截至11月26日收盘，上证综指下跌0.15%，收于3864.18点，深证成指上涨1.02%，收于12907.83点，创 业板指上涨2.14%，收于3044.69点。今日沪深两市A股共计76只涨停，综合当前连板数以及当日龙虎榜 数据，其中较为强势的前三只个股分别为：特发信息（000070）、欢瑞世纪（000892）与雷科防务 （002413）。今日强势个股前10位具体数据见下表： | 代码 | 隋称 | 造板数 | 换手率(%) | 成交额 | 龙虎持净买入额 | 最高价是否创一年来新高 | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000070 | 特发信息 | 4连板 | 25.84 | 31.22亿元 | 1901.43万元 | 是 | 通信 | | 000892 | 欢鸡世纪 | 4连板 | 37.38 | 24.44亿元 | -248.64万元 | 是 | 传媒 | | 002413 | 富科防务 | 3连板 | 30.8 | 30.63亿元 | -5448.86万元 | 是 | 国防军工 | | 600105 ...

赛马概念资金流入榜 | 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 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002264 | 新华都 | 9.99 | 1.05 | 3610.33 | 48.75 | | 600158 | 中体产 业 | -1.17 | 1.34 | 162.68 | 1.48 | | 002678 | 珠江钢 琴 | 0.58 | 1.88 | 30.07 | 0.22 | | 600195 | 中牧股 份 | -0.52 | 1.00 | -484.95 | -6.08 | | 601118 | 海南橡 胶 | 0.87 | 1.64 | -2712.53 | -6.63 | （文章来源：证券时报网） 资金面上看，今日赛马概念板块获主力资金净流入605.60万元，其中，3股获主力资金净流入，净流入 资金居首的是新华都，今日主力资金净流入3610.33万元，净流入资金居前的还有中体产业、珠江钢琴 等，主力资金分别净流入162.68万元、30 ...

（文章来源：证券时报网） 截至11月25日收盘，赛马概念上涨2.98%，位居概念板块涨幅第7，板块内，5股上涨，新华都涨停，珠 江钢琴、中牧股份、中体产业等涨幅居前，分别上涨3.17%、0.65%、0.59%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | F5G概念 | 4.52 | 中船系 | -0.95 | | 共封装光学(CPO) | 3.62 | 兵装重组概念 | -0.36 | | 光纤概念 | 3.61 | 养鸡 | -0.36 | | 金属铅 | 3.17 | 国产航母 | -0.32 | | 海南自贸区 | 3.13 | 猪肉 | -0.03 | | 金属锌 | 3.07 | 中韩自贸区 | 0.09 | | 赛马概念 | 2.98 | 可燃冰 | 0.13 | | WiFi 6 | 2.84 | 预制菜 | 0.14 | | 铜缆高速连接 | 2.83 | 同花顺中特估100 | 0.15 | | 福建自贸区 | 2.82 | 超级品牌 | 0.16 | 资金面上看，今日赛马概念板块获主 ...

来源：新浪证券-红岸工作室 11月20日，新华都跌2.38%，成交额2.77亿元，换手率5.71%，总市值53.05亿元。 异动分析 赛马概念+网红经济+小红书概念+阿里巴巴概念+体育产业 资金分析 今日主力净流入-3807.06万，占比0.14%，行业排名19/27，连续3日被主力资金减仓；所属行业主力净流 入-10.19亿，连续2日被主力资金减仓。 1、拥有小跑马场地,独立设置马术俱乐部;与福建福利彩票发行中心合作,采用投注站售彩以及"找零"售 彩两种方式。新华都商学院是由新华都慈善基金会首期捐资5亿元人民币成立的商学院，其愿景是成为 具有中国特色的一流商学院。学院被列为《国家中长期教育改革和发展规划纲要》实施计划的综合改革 试点单位。该学院预留一个小跑马场地，将来在旗山脚下再独立设置马术俱乐部，由新华都商学院学生 创办管理，让整个大学城的学生都来参与，成为全国第一家大学生马术俱乐部。 2、2020年1月10日公司在互动平台称：公司旗下久爱致和已经为伊利、全友家居、云南白药、泸州老 窖、汾酒等知名品牌商提供直播服务，并且开始孵化主播和开展MCN相关业务。 3、2025年1月16日互动易：公司持续拓展线上社 ...

今日涨跌幅居前的概念板块 截至11月19日收盘，赛马概念下跌2.45%，位居概念板块跌幅榜前列，板块内，新华都、海南橡胶、珠 江钢琴等跌幅居前。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中船系 | 4.60 | 海南自贸区 | -4.52 | | 金属铅 | 2.03 | 托育服务 | -2.82 | | 金属锌 | 2.00 | 赛马概念 | -2.45 | | 养鸡 | 1.90 | PET铜箔 | -2.37 | | 盐湖提锂 | 1.83 | 空间计算 | -2.31 | | 太赫兹 | 1.74 | EDR概念 | -2.29 | | 兵装重组概念 | 1.47 | 天津自贸区 | -2.29 | | 国产航母 | 1.24 | 自由贸易港 | -2.26 | | 黄金概念 | 1.22 | PM2.5 | -2.25 | | 预制菜 | 1.05 | MicroLED概念 | -2.25 | 资金面上看，今日赛马概念板块获主力资金净流出1.48亿元，其中，5股获主力资金净流出，净流出资 金居首的是新华都，今日主力资 ...

Market Overview - The A-share market is experiencing fluctuations, with the Shanghai Composite Index falling below 4000 points, closing at 3990.49, down 0.97% [1][2][4] - The Shenzhen Component Index and the ChiNext Index also saw significant declines, with the former down 1.93% and the latter down 2.82% [2][4] Sector Performance - Among the top-performing sectors, the comprehensive sector increased by 1.58%, followed by real estate at 0.39% and banking at 0.26% [3] - Conversely, the electronic sector saw a decline of 3.09%, with communication and media sectors also performing poorly, down 2.46% and 2.16% respectively [3] Economic Indicators - In October, the industrial added value for large-scale enterprises grew by 4.9% year-on-year, while retail sales totaled 46,291 billion yuan, reflecting a 2.9% increase [5] - Fixed asset investment from January to October reached 408,914 billion yuan, showing a decline of 1.7% year-on-year, with real estate development investment down 14.7% [5] Future Outlook - The market is expected to continue facing challenges, with a potential for a new round of sideways adjustments due to a lack of favorable news [6] - The report suggests maintaining a "barbell strategy" in investment, focusing on high-dividend defensive sectors while also exploring growth opportunities in AI-related infrastructure and applications [6]

Strong Individual Stocks - As of November 14, the Shanghai Composite Index fell by 0.97% to 3990.49 points, the Shenzhen Component Index decreased by 1.93% to 13216.03 points, and the ChiNext Index dropped by 2.82% to 3111.51 points. A total of 90 stocks in the A-share market hit the daily limit up [1] - The top three strong stocks based on current consecutive limit-up counts and daily trading data are: Guosheng Technology (603778), Jindike (688670), and Sanfu Outdoor (002780) [1] - Detailed data for the top 10 strong stocks includes: - Guosheng Technology (603778): 5 consecutive limit-ups, turnover rate of 28.87%, and a closing price of 15.1 - Jindike (688670): 3 limit-ups in 5 days, turnover rate of 8.56%, and a closing price of 2.7 - Sanfu Outdoor (002780): 2 consecutive limit-ups, turnover rate of 41.91%, and a closing price of 10.2 [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares are: Hainan Free Trade Zone, Horse Racing Concept, and Free Trade Port [2] - The detailed data for the top 10 concept sectors includes: - Hainan Free Trade Zone: increased by 4.63% - Horse Racing Concept: increased by 1.65% - Free Trade Port: increased by 1.59% [3]

Core Viewpoint - The horse racing concept sector has seen a rise of 1.65%, ranking second among concept sectors, with five stocks increasing in value, notably *ST Zhengping hitting the daily limit up, and Hainan Rubber, Luoniushan, and Zhongmu Co. also showing significant gains [1][2]. Group 1: Sector Performance - The horse racing concept sector's increase of 1.65% places it among the top-performing sectors today [1][2]. - Other notable sectors include Hainan Free Trade Zone with a rise of 4.63% and Free Trade Port with an increase of 1.59% [2]. Group 2: Stock Performance - Within the horse racing concept sector, *ST Zhengping achieved a daily limit up, while Hainan Rubber rose by 2.79%, Luoniushan by 2.67%, and Zhongmu Co. by 0.87% [1][3]. - Hainan Rubber led in net inflow of main funds with 11.35 million yuan, while *ST Zhengping had a net inflow rate of 32.77% [3]. Group 3: Fund Flow Analysis - The horse racing concept sector experienced a net outflow of 2.9 million yuan today, with only two stocks seeing net inflows [2]. - The main fund inflow rates for *ST Zhengping and Hainan Rubber were 32.77% and 1.94%, respectively, indicating strong interest in these stocks [3].

Core Insights - The Free Trade Port concept has seen a rise of 1.59%, ranking third among concept sectors, with 30 stocks increasing in value, including Xunlong Holdings and Hainan Mining reaching their daily limit up [1][2] Group 1: Stock Performance - Xunlong Holdings, Hainan Mining, and Antong Holdings have shown significant gains, with increases of 9.99%, 9.97%, and 9.42% respectively [3][4] - The stocks with the largest declines include Kangqiang Electronics, China Duty Free Group, and Panda Dairy, with decreases of 9.96%, 2.47%, and 2.45% respectively [5] Group 2: Capital Flow - The Free Trade Port sector experienced a net outflow of 243 million yuan, with 19 stocks seeing net inflows, and 5 stocks receiving over 50 million yuan in net inflows [2][3] - Hainan Mining led the net inflow with 177 million yuan, followed by Antong Holdings and Xunlong Holdings with net inflows of 176 million yuan and 118 million yuan respectively [2][3] Group 3: Capital Inflow Ratios - Xunlong Holdings, Antong Holdings, and Hainan Mining had the highest net inflow ratios at 48.07%, 18.09%, and 12.90% respectively [3][4]