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指数维持震荡,关注市场结构性机会
Xin Lang Cai Jing· 2026-02-26 17:40
(来源:南京晨报) 转自:南京晨报 晨报讯(南京晨报/爱南京记者 许崇静)2月26日,A股三大指数收盘涨跌不一。盘面看,元件、风电设 备、其他电源设备等行业涨幅居前,影视院线、保险、地产等板块跌幅靠前,概念板块中,CPO、光纤 概念、铜缆高速连接、液冷服务器等板块表现活跃,海南自贸区、短剧游戏、免税店等板块震荡调整。 截至收盘,上证指数微幅下探0.01%,报收4146.63点。深证成指报收14503.79点,整日呈横盘震荡态 势,微幅上涨0.19%。创业板指下跌0.29%。沪深两市成交额为25383.61亿元,较前个交易日呈上升态 势,整体增加了3.09%,两市成交量稍有提升。 从行情看,市场整体以震荡整理为主,深成指表现相对略好,盘中创出近期的新高,沪指窄幅整理,持 续在4100点上方整固,创业板指数表现较弱,盘中跌幅一度超过1%,从创业板指数分时图看,白线弱 于黄线,权重股表现相对不振。从盘面看,资源周期板块有所分化,部分科技题材方向表现活跃,算力 硬件概念走高。 华泰证券分析师表示,从春节长假后的市场表现看,马年市场迎来不错的开局,沪指逼近前期高点附 近,随着节前相对谨慎的资金回流市场,市场情绪回暖,交 ...
市场下探后持续反弹,关注A500ETF易方达(159361)、沪深300ETF易方达(510310)等产品投资价值
Sou Hu Cai Jing· 2026-02-26 11:07
2月26日,A股三大指数震荡,上证指数微跌,全市场成交额超2.55万亿元,较昨日放量超700亿元。板块题材上,CPO、铜缆高速连接、光纤、PCB、液冷 服务器、风电设备、航空发动机、培育钻石、半导体、代糖概念股涨幅居前,影视院线、保险、房地产、短剧游戏、汽车整车、贵金属、免税店、白酒、零 售板块跌幅居前;港股全线调整,创新药板块下挫,科技股走弱。 截至收盘,中证A500指数下跌0.1%,沪深300指数下跌0.2%,创业板指数下跌0.3%,上证科创板50成份指数上涨0.9%,恒生中国企业指数下跌2.4%。 创业板大盘宽基:创业板ETF易方 跟踪创业板指数 该指数由创业板中市值大、 流动性好的100只股票组成, 战略新兴产业占比较高,电 力设备、通信、电子行业合 计占比近60% � 该指数 科创板大盘宽基:科创50ETF易方 跟踪上证科创板50成份指数 该指数由科创板中市值大、流 动性好的50只股票组成,"硬 科技"龙头特征显著,半导体 占比超65%,与医疗器械、软 件开发、光伏设备行业合计占 比沂80% 法股大盘雷基:恒牛中国企业 � 该指数 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考 ...
ETF收评 | AI硬件股全线领涨,中韩半导体ETF逼近涨停
Ge Long Hui· 2026-02-26 07:37
A股三大指数今日涨跌不一,截至收盘, 上证指数跌0.01%,深成指涨0.19%, 创业板指跌0.29%, 北 证50指数跌0.15%,沪深京三市成交额25566亿元,较上日放量757亿元,三市超2400只个股上涨。 板块 题材上,CPO、铜缆高速连接、光纤、PCB、液冷 服务器、 风电设备、 航空发动机、 培育钻石、半导 体、 代糖概念股涨幅居前; 影视院线、 保险、 房地产、短剧 游戏、 汽车整车、贵金属、 免税店、 白 酒、零售板块跌幅居前。 AI硬件股全线领涨, 中韩半导体ETF逼近涨停,5GETF博时、通信ETF嘉实、通信ETF、通信ETF华夏 涨3.41%、2.78%、2.58%和2.54%。电网板块走高,电网ETF、 电网设备ETF涨3.23%和2.91%。 科创机 械ETF嘉实涨3.31%。=0.0331 责任编辑:磐石 医疗板块走低,恒生医药ETF、港股通医疗ETF富国、恒生医疗ETF博时、港股通医药ETF鹏华均跌逾 3%。地产板块回调,地产ETF跌3%。 财经频道更多独家策划、专家专栏,免费查阅>> ...
1900亿龙头,涨停!历史新高
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-24 04:50
今天上午,A股三大股指齐涨。截至收盘,上证指数上涨1.17%,深证成指上涨1.82%,创业板指上涨1.76%,科创综指上涨0.07%。 盘面上,三大主线上午表现强势: 首先是周期股,油气开采、有色金属、化工等板块大涨; | 蓝焰控股 | 8.66 | 10.04% | 83.8亿 | | --- | --- | --- | --- | | 融 000968 | | | | | 首板涨停 最终涨停 10:22 | | | | | 准油股份 | 11.10 | 10.01% | 28.9亿 | | 002207 | | | | | 首板涨停 最终涨停 09:31 | | | | | 中曼石油 | 36.61 | 10.01% | 169亿 | | 融 603619 | | | | | 草柜涨停 量终涨停 09:32 | | | | | 惠博音 | 4.18 | 10.00% | 55.7 Z | | ■ 002554 | | | | | 草板涨停 量终涨停 09:35 | | | | | 中海油服 | 17.38 | 10.00% | 51517. | | ■ 601808 | | | | 其次是算力产业链。其中 ...
兆龙互连跌2.39%,成交额3.36亿元,今日主力净流入-2974.43万
Xin Lang Cai Jing· 2026-02-13 08:19
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing fluctuations in stock performance and is positioned as a key player in the high-speed cable and optical fiber markets, benefiting from the depreciation of the RMB and expanding its overseas market presence. Group 1: Company Performance - On February 13, Zhaolong Interconnect's stock fell by 2.39%, with a trading volume of 336 million yuan and a market capitalization of 18.514 billion yuan [1] - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28%, and a net profit attributable to shareholders of 138 million yuan, up 53.82% year-on-year [7] - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8] Group 2: Market Position and Products - Zhaolong Interconnect has established itself as a core partner in the active cable (AEC) sector for leading international interconnect solution providers, leveraging its technological expertise in high-speed cables [2] - The company's optical products include fiber jumpers, MPO/MTP pre-terminated connectors, and LC fiber connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2] - The company is one of the few in China capable of designing and manufacturing data cables exceeding Category 6, 6A, and even Category 8, meeting the new data transmission demands of the 5G era [2] Group 3: Financial and Technical Analysis - The average trading cost of the company's shares is 54.64 yuan, with the stock price currently near a support level of 52.99 yuan, indicating potential for a rebound if this support holds [6] - The company’s overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3] - The stock has seen a net outflow of 29.7443 million yuan from major investors today, with a total of 46.82 billion yuan net outflow in the industry, indicating a lack of clear trend among major investors [4][5]
收评:创业板指高开高走涨超1% 算力产业链集体走强
Xin Hua Cai Jing· 2026-02-12 07:42
Market Performance - A-shares saw collective gains on February 12, with the Shanghai Composite Index rising 0.05% to 4134.02 points, while the Shenzhen Component Index increased by 0.86% to 14283.00 points, and the ChiNext Index rose by 1.32% to 3328.06 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.14 trillion yuan, an increase of 157.5 billion yuan compared to the previous trading day [1] Sector Performance - The computing power industry chain showed strong performance, with companies like Yuke Technology and Capital Online hitting the daily limit of 20% [1] - The CPO concept surged, with Tianfu Communication and Robot Technology reaching historical highs [1] - The electric grid equipment sector also performed well, with companies such as Siyuan Electric and Sifang Co. achieving new highs, while Wangbian Electric and Shun Sodium Co. hit the daily limit [1] - The non-ferrous metals sector continued its upward trend, with companies like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [1] - In contrast, the film and television sector saw declines, with Hengdian Film and Television, Jinyi Film and Television, and Bona Film Group all hitting the daily limit down [1][2] Institutional Insights - According to Jifeng Investment Advisory, the spring market rally has historical patterns and strong driving logic, suggesting that small-cap stocks will continue to perform well [3] - Huatai Securities noted that the recent procurement of 7GWh energy storage cell equipment by State Power Investment Corporation indicates strong downstream demand, with price recovery expected in energy storage capacity [3] - CITIC Securities projected that the animation industry will see accelerated growth by the end of 2025, driven by high-quality content supply and expanding commercialization opportunities [4] Policy Developments - The Chinese government is accelerating the construction of a modern capital metropolitan area, with multiple initiatives to support its implementation, including enhancing collaboration among Beijing, Tianjin, and Hebei [5] Automotive Industry - The China Passenger Car Association reported that in January, exports of new energy passenger vehicles reached 286,000 units, a year-on-year increase of 103.6%, accounting for 49.6% of total passenger car exports [6] - The average payment term for suppliers among major automotive companies has been reduced to 54 days, down approximately 10 days from the previous year, with most companies committing to a maximum of 60 days [7]
兆龙互连涨0.12%,成交额1.42亿元,后市是否有机会?
Xin Lang Cai Jing· 2026-02-06 07:56
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in revenue and profit, driven by its technological advancements in high-speed cables and optical products, as well as benefiting from the depreciation of the RMB. Group 1: Company Performance - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28% [7] - The net profit attributable to the parent company was 138 million yuan, showing a significant year-on-year increase of 53.82% [7] - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8] Group 2: Market Position and Products - The company has established itself as a core partner in the active electrical cable (AEC) sector for leading international interconnect solution providers [2] - It is one of the few domestic companies capable of designing and manufacturing data cables of categories 6, 7, and 8, meeting the new data transmission demands of the 5G era [2] - The company's optical products include fiber jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2] Group 3: Financial Metrics and Shareholder Information - As of September 30, 2025, the company's overseas revenue accounted for 61.93%, benefiting from the depreciation of the RMB [3] - The average trading cost of the stock is 54.79 yuan, with recent trading showing a decrease in holdings but at a slowing rate [6] - The company has a total market capitalization of 17.166 billion yuan, with a trading volume of 142 million yuan and a turnover rate of 1.10% [1]
兆龙互连涨0.86%,成交额4.13亿元,后市是否有机会?
Xin Lang Cai Jing· 2026-01-14 09:36
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing growth in revenue and profit, driven by its capabilities in high-speed cables and optical products, as well as benefiting from the depreciation of the RMB. Group 1: Company Performance - For the period from January to September 2025, the company achieved a revenue of 1.518 billion yuan, representing a year-on-year growth of 13.28% [7] - The net profit attributable to the parent company was 138 million yuan, showing a significant year-on-year increase of 53.82% [7] - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8] Group 2: Market Position and Products - The company has established itself as a core partner in the active cable (AEC) sector for leading international interconnect solution providers due to its technological expertise in high-speed cables [2] - It offers a range of optical products, including fiber optic jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2] - The company is one of the few in China capable of designing and manufacturing data cables that meet the new data transmission requirements of the 5G era [2] Group 3: Financial Metrics and Shareholder Information - As of September 30, 2025, the company's overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the RMB [3] - The average trading cost of the stock is 55.15 yuan, with the stock price nearing a resistance level of 54.55 yuan, indicating potential for upward movement if this level is surpassed [6] - The company has a total market capitalization of 18.493 billion yuan, with a trading volume of 413 million yuan and a turnover rate of 2.98% on January 14 [1]
兆龙互连跌6.16%,成交额5.90亿元,近5日主力净流入-1548.85万
Xin Lang Cai Jing· 2026-01-13 08:02
Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing fluctuations in stock performance, with a recent drop of 6.16% and a total market capitalization of 18.335 billion yuan. The company is positioned as a key player in the high-speed cable and optical fiber sectors, benefiting from the depreciation of the RMB and expanding its overseas market presence [1][3]. Group 1: Company Performance - The company reported a revenue of 1.518 billion yuan for the period from January to September 2025, reflecting a year-on-year growth of 13.28% [7]. - The net profit attributable to the parent company for the same period was 138 million yuan, showing a significant increase of 53.82% year-on-year [7]. - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8]. Group 2: Market Position and Products - The company has established itself as a core partner for international leading interconnect solution providers in the active cable (AEC) sector, leveraging its technological expertise in high-speed cables [2]. - It offers a range of optical products, including fiber jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2]. - The company is one of the few in China capable of designing and manufacturing data cables that meet the new transmission requirements of the 5G era [2]. Group 3: Financial and Technical Analysis - The average trading cost of the company's shares is 55.18 yuan, with the stock price approaching a resistance level of 53.91 yuan, indicating potential for upward movement if this level is surpassed [6]. - The company has a significant overseas revenue share of 61.93%, benefiting from the depreciation of the RMB [3]. - The stock has seen a net outflow of 84.1585 million yuan from major investors recently, indicating a lack of clear trend in major holdings [4][5].
铜缆高速连接概念股持续上扬,通宇通讯盘中创新高
Xin Lang Cai Jing· 2026-01-07 02:05
铜缆高速连接概念股持续上扬,通宇通讯盘中创新高,宝胜股份涨停,中富电路、华工科技、长芯博 创、太辰光、沃尔核材跟涨。 ...