零售概念快速走高，三江购物涨停，茂业商业2连板，家家悦、重庆百货、大商股份等股跟涨。 (本文来自第一财经) ...

商业航天概念延续强势，中国卫星、中国卫通均涨停创新高。 | 代码 | 名称 | 涨幅号 | 现价 | | --- | --- | --- | --- | | 920564 | 天润科技 | +30.00% | 34.93 | | 920116 | 星空 浏览 | +29.99% | 130.16 | | 920021 | 流金科技 | +29.92% | 9.51 | | 920576 | 天力复合 | +24.96% | 119.99 | | 920640 | 富士达 | +21.74% | 56.00 | | 920493 | 并行科技 | +21.07% | 187.00 | | 300435 | 中泰股份 | +20.02% | 31.60 | | 300045 | 华力创通 | +20.01% | 37.42 | | 688387 | 信科移动-U | +20.01% | 19.01 | | 300520 | 科大国创 | +20.01% | 48.52 | | 688333 | 铂力特 | +20.00% | 140.27 | | 688375 | 国博电子 | +20.00% | 155.99 ...

小幅下探后快速反弹，截止午盘三大指数集体收涨。其中沪指上涨0.75%，深成指上涨1.31%，创业板 指上涨1.17%。两市合计超3800只个股上涨，合计成交额2.31万亿。 甘草磷低开低走陷入调整，截止午盘下跌1.12%，其中江山股份下跌5.23%，和邦生物下跌4.72%。油 气、煤炭、单抗概念、水产养殖等行业板块紧随其后，均小幅下跌。 Kimi概念高开高走强势爆发，截止午盘大涨9.92%，包括流进科技、蓝色光标、川网传媒等在内的进30 只个股涨停。AI应用概念全线大涨，掀起涨停潮，其中引力传媒6天5板，利欧股份、美年健康、天下 秀、省广集团2连板。商业航天概念延续强势，其中鲁信创投12天10板，金风科技5连板，通宇通讯4天3 板。光伏概念表现活跃，其中东方日升触及20cm涨停。零售概念走高，其中茂业商业2连板，三江购 物、家家悦涨停。 ...

消息面上，全国商务工作会议1月10日至11日在京召开。会议指出，加快培育服务消费新增长点，释放 服务消费潜力。优化消费品以旧换新政策实施，推动商品消费扩容升级。打造国际化消费环境。发展数 字消费、绿色消费、健康消费，激发下沉市场消费活力。 湘财证券近日指出，2025年12月以来，在年底冲刺与"十五五"开局准备的双重驱动下，提振消费的政策 力度显著加码。以商务部等三部门联合印发《关于加强商务和金融协同更大力度提振消费的通知》为标 志，政策从单点刺激升级为商务金融协同发力的系统工程，极大提振了市场情绪。与此同时，各地政府 紧抓年终岁末消费旺季，密集推出各类具体促消费措施，如发放消费券、举办文旅活动等方式，直接拉 动零售、餐饮及大宗消费，并有效转化为市场的关注热度。目前消费行业具备顶层政策导向与地方密集 的促销活动形成的强力驱动，恰逢春节传统消费旺季，居民消费意愿有望季节性提升。政策利好、基本 面改善预期与市场情绪形成共振，为商贸零售板块带来值得关注的结构性行情机会。 零售概念12日盘中发力走高，截至发稿，居然智家、家家悦、三江购物涨停，茂业商业斩获两连板，重 庆百货涨超9%。 ...

零售概念快速走高，三江购物涨停，茂业商业2连板，家家悦、重庆百货、大商股份、上海九百、新华 百货跟涨。 ...

Market Overview - On January 6, A-shares saw all three major indices rise, with the Shanghai Composite Index increasing by 1.50% to 4083.67 points, marking a new high in over ten years [2] - The total market turnover exceeded 2.83 trillion yuan, an increase of over 260 billion yuan compared to the previous trading day, with more than 4100 stocks rising [2] Shanghai Composite Index Performance - The Shanghai Composite Index achieved a record 13 consecutive daily gains, surpassing the previous record of 12 consecutive gains set in 1992 [4] - High-pressure oxygen chamber and brain-machine interface sectors led the gains, with stocks like Innovation Medical, International Medicine, and Aipeng Medical hitting the daily limit [4] Commercial Aerospace Sector - The commercial aerospace sector experienced significant growth, with China Satellite Communications achieving a six-day four-limit rise, closing at 43.23 yuan per share, a historical high [6] - The sector saw multiple stocks, including Lianjian Optoelectronics and Aerospace Huanyu, also hitting the daily limit [6] Stock Performance Highlights - Notable stock performances included: - Tianli Composite: +29.99% - Lianjian Optoelectronics: +20.06% - Aerospace Huanyu: +20.00% [7] Commercial Aerospace News - "Xinghe Power Aerospace" announced plans for the "Vesta I" commercial launch vehicle mission, indicating ongoing developments in the commercial aerospace sector [8] - China Satellite Communications reported a significant stock price increase, with a cumulative rise of 108.34% since December 1, 2025 [8] Industry Outlook - According to Xiangcai Securities, the commercial aerospace sector is entering a golden development period driven by policy and demand, particularly in satellite internet constellation construction [9] - The market space for the commercial aerospace industry, especially in the launch vehicle segment, is expected to expand significantly [9] Retail Sector Developments - The retail sector saw a boost, with companies like Shanghai Jiubai and Yuyin Co. hitting the daily limit, while others like Yonghui Supermarket and Central Mall also experienced gains [10] - The government announced plans for a vehicle replacement program, aiming to replace 18.3 million vehicles, with nearly 60% being new energy vehicles, which is expected to drive consumer spending [11] Consumer Trends - Open Source Securities highlighted that the retail industry is evolving with a focus on quality and service, creating new opportunities driven by emotional consumption [12] - The report suggests focusing on differentiated product brands and innovative domestic brands that align with market trends [12]

相关文章 南方财经12月30日电，沪指早盘一度震荡翻红，创业板指冲高回落。沪深两市半日成交额1.29万亿，较 上个交易日缩量1019亿。盘面上热点快速轮动，全市场超2700只个股下跌。从板块来看，商业航天概念 反复活跃，大业股份5连板，中国卫通3天2板创新高，中超控股5天4板。人形机器人概念延续强势，天 奇股份4连板，五洲新春2连板。数字货币概念表现活跃，御银股份、翠微股份双双2连板。AI应用端持 续走高，酷特智能20cm涨停。下跌方面，海南自贸概念跌幅居前，海南发展、罗牛山下挫。多只零售 概念股走弱，百大集团触及跌停，东百集团、茂业商业跌超5%。截至收盘，沪指跌0.1%，深成指涨 0.23%，创业板指跌0.06%。 南方财经12月30日电，沪指早盘一度震荡翻红，创业板指冲高回落。沪深两市半日成交额1.29万亿，较 上个交易日缩量1019亿。盘面上热点快速轮动，全市场超2700只个股下跌。从板块来看，商业航天概念 反复活跃，大业股份5连板，中国卫通3天2板创新高，中超控股5天4板。人形机器人概念延续强势，天 奇股份4连板，五洲新春2连板。数字货币概念表现活跃，御银股份、翠微股份双双2连板。AI应用端持 续走高 ...

有券商表示，岁末年初，机构再配置需求释放与资金回流，有望持续改善市场流动性、提振交易活跃度，跨年攻势已随市场共识逐步凝聚开始启动。 | 代码 | | 现价 | 涨跌幅 | IOPV 溢折率 换手率 成交金额▼ | | | --- | --- | --- | --- | --- | --- | | 563360 | A500ETF华泰柏瑞 | 1.262 | 0.08% | 1.2614 0.05% 23.30%112.47亿 | | | 512050 | A500ETF基金 | 1.187 | 0.08% | 1.1877 -0.06%27.40%110.09亿 | | | 159338 | 中证A500ETF | 1.195 | 0.00% | 1.1950 0.00% 18.07% 67.70亿 | | | 159352 | A500ETF南方 | 1.243 | 0.16% | 1.2424 0.05% 13.47% 62.66亿 | | | 159361 | A500ETF易方达 | 1.216 | 0.16% | 1.2156 0.03% 14.41% 48.62亿 | | | 563800 | A ...

Market Overview - The Shanghai Composite Index experienced fluctuations, briefly turning positive, while the ChiNext Index saw a pullback after a rise. The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, a decrease of 101.9 billion yuan compared to the previous trading day. Over 2,700 stocks in the market declined [1][3]. Sector Performance - The commercial aerospace sector remained active, with Daye Co. achieving five consecutive trading limits, China Satellite Communications hitting a new high with two limits in three days, and Zhongchao Holdings recording four limits in five days [3]. - The humanoid robot sector continued its strong performance, with Tianqi Co. achieving four consecutive limits and Wuzhou New Spring hitting two limits [3]. - The digital currency sector showed lively performance, with Yuyin Co. and Cuiwei Co. both achieving two consecutive limits [3]. - AI applications saw a rise, with Kute Intelligent hitting a 20% limit up [3]. - Conversely, the Hainan Free Trade Zone concept faced significant declines, with Hainan Development and Luoniushan experiencing sharp drops. Several retail stocks weakened, with Baida Group hitting the limit down and Dongbai Group and Maoye Commercial both dropping over 5% [3]. Closing Summary - At the close, the Shanghai Composite Index fell by 0.1%, the Shenzhen Component Index rose by 0.23%, and the ChiNext Index decreased by 0.06% [3].

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising while the ChiNext Index fluctuated and eventually fell [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, a decrease of 54.6 billion yuan compared to the previous trading day [1] Sector Performance - The commercial aerospace sector continued its strong performance, with over 10 constituent stocks hitting the daily limit, including Shenjian Co. with 8 consecutive limit-ups, and Jin Feng Technology and Leike Defense also reaching the limit [3] - The robotics sector was actively trading, with Fenglong Co. achieving 4 consecutive limit-ups, and several other stocks like Wuzhou Xinchun and Moulding Technology also hitting the limit [3] - The precious metals sector remained strong, with both silver and Hunan Silver stocks hitting the daily limit [3] - The carbon fiber sector showed active performance, with Jilin Chemical Fiber reaching the limit [3] - In contrast, the consumer sector faced declines, particularly in retail and dairy industries, with Baida Group hitting the limit down and Huangshi Group experiencing significant drops [3] - At market close, the Shanghai Composite Index rose by 0.31%, the Shenzhen Component Index increased by 0.03%, while the ChiNext Index fell by 0.32% [3]