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粤开市场日报-20251205
Yuekai Securities· 2025-12-05 07:41
Market Overview - The A-share market showed a positive trend today, with the Shanghai Composite Index rising by 0.70% to close at 3902.81 points, and the Shenzhen Component Index increasing by 1.08% to 13147.68 points. The ChiNext Index remained unchanged at 1326.10 points, while the Growth Enterprise Market Index rose by 1.36% to 3109.30 points. Overall, 4384 stocks increased, 974 stocks decreased, and 93 stocks remained flat, with a total trading volume of 17258 billion yuan, an increase of 1768 billion yuan compared to the previous trading day [1][12]. Industry Performance - Among the Shenwan first-level industries, non-bank financials, non-ferrous metals, machinery and equipment, defense and military industry, and comprehensive sectors led the gains, with increases of 3.50%, 2.84%, 2.34%, 2.21%, and 1.76% respectively. The banking sector was the only one to decline, with a decrease of 0.58% [1][12]. Sector Highlights - The top-performing concept sectors today included stock trading software, selected insurance, cross-strait integration, superconductors, selected industrial metals, nuclear fusion, commercial aerospace, optical modules (CPO), optical chips, aluminum industry, copper industry, ultra-high voltage, large aircraft, financial technology, and nuclear power [2][11].