(产品代码：159726) ★ 跟踪：恒生中国内地企业高股息率指数 近五日涨跌: -3.30% （原标题：【盘中播报】75只A股封板 国防军工行业涨幅最大） 证券时报•数据宝统计，截至下午13:58，今日沪指涨0.23%，A股成交量942.58亿股，成交金额13653.76亿元，比上一个交易日减少14.94%。个股 方面，4511只个股上涨，其中涨停75只，825只个股下跌，其中跌停21只。从申万行业来看，国防军工、传媒、计算机等涨幅最大，涨幅分别为 3.98%、3.53%、2.68%；石油石化、煤炭、银行等跌幅最大，跌幅分别为2.22%、1.29%、0.59%。（数据宝） 今日各行业表现（截至下午13:58） | 申万行业 | 行业 | 成交额 | 比上日 | | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | | 涨跌 | （亿元） | （%） | 领涨（跌）股 | （%） | | | （%） | | | | | | 国防军工 | 3.98 | 722.71 16.12 | | 航天环宇 | 19.99 | | 传媒 | 3.53 | 781.53 25.39 ...

2025年即将收尾，也是"十四五"规划的收官之年。今年前三季度中国经济增长5.2%，预计能完成全年5%左右的经济增 长目标。 尽管看起来经济增长有条不紊、波澜不惊，但在科技主题的宏观叙事下以及中美贸易摩擦的背景下，中国的经济结构 和政策环境发生了显著变化，房地产开发投资占GDP比重继续下滑至6.7%，比去年下降0.7个百分点，比2020年下降7 个百分点，体现了这五年经济对地产的依赖明显下降；另一方面，制造业投资保持一定增速，特别是以光伏、新能源 和电子为代表的新兴行业投资和出口保持较快增速。 这在资本市场上也形成了映射，体现为：今年A股估值修复以及科技板块领涨，而传统消费、煤炭和石化能源板块表 现一般。 从前三季度"三驾马车"对经济的贡献看，今年消费、资本形成总额和净出口分别贡献53.5%、17.5%和29.0%。 消费对经济的贡献超过一半，贡献率比去年多出9个百分点，消费包括居民消费和政府消费，其中代表居民消费的社 会消费品零售总额同比增长4.5%，比去年高出1个百分点；政府支出方面，一般公共预算支出增长3.1%，基金预算支 出增长23.9%，增速较高。 资本形成总额主要包括固定资产投资和存货变动，今年固 ...

人民财讯11月17日电，A股三大指数集体低开，沪指跌0.05%，深证成指跌0.12%，创业板指跌0.46%。 盘面上，水产、锂矿、航母、深海科技、半导体材料等板块涨幅居前；航空运输、贵金属、黄金珠宝等 板块跌幅居前。 ...

Core Viewpoint - The Shanghai Composite Index decreased by 0.21% today, with significant declines in the electric equipment sector, which saw the largest drop of 2.31% [2] Industry Performance Summary - The oil and petrochemical sector led the gains with an increase of 1.27%, followed by the banking sector at 1.10% and the comprehensive sector at 1.01% [2] - The electric equipment sector experienced the largest decline at 2.31%, followed by the defense and military industry at 1.70% and the computer sector at 1.28% [2] - A total of 1513 stocks rose, with 65 hitting the daily limit up, while 3819 stocks fell, including 10 hitting the daily limit down [2] Trading Volume and Value - The total trading volume reached 1,081 million shares, with a total transaction value of 15,923.01 billion yuan, reflecting a decrease of 1.61% compared to the previous trading day [2]

Core Insights - The report provides an overview of the A-share market performance for October, highlighting significant fluctuations in various indices and individual stock performances [1][3]. Market Performance - The Shanghai Composite Index closed at 20.09, reflecting a decrease of 3.54% [3]. - The Shenzhen Component Index and the ChiNext Index also experienced declines, with respective values of 16.33 and 9.16, showing decreases of 1.85% and 1.56% [3]. Stock Performance - Notable stock performances include: - Haixia Innovation and Guomai Culture with a remarkable increase of 107.49% and a significant drop of 42.20% respectively [6]. - Zhend Medical and Fuke Environmental saw increases of 103.60% and 99.44%, while Jiyou Co. and Yitian Intelligent faced declines of 31.09% and 27.62% respectively [6]. - Other significant gainers include: - Pingtan Development with a 94.89% increase and Deyou Energy with a 94.83% increase [6]. - Conversely, stocks like Juhua Materials and Bluefeng Biochemical experienced declines of 27.32% and 24.90% respectively [6][7]. Net Inflow and Outflow - The report includes data on net inflows and outflows in billions, indicating the overall investment sentiment in the market [11][12].

Group 1 - The A-share market showed mixed performance in October, with the Shanghai Composite Index rising by 1.85% to close at 3954 points, briefly surpassing 4000 points, marking a ten-year high and achieving a cumulative increase of nearly 18% this year [1] - The Shenzhen Component Index fell by 1.1% to 13378 points, with a cumulative increase of 28.46% this year, while the ChiNext Index decreased by 1.56% to 3187 points, with a cumulative increase of 48.84% this year [1] - The STAR 50 Index dropped by 5.33%, while the North Exchange 50 Index increased by 3.54% during the same period [1] Group 2 - The top five performing sectors over the past 20 trading days included Energy Metals (+15.55%), Coal Mining and Processing (+12.6%), Industrial Metals (+12.25%), Steel (+10.52%), and Insurance (+9.86%) [1] - Conversely, the sectors with the largest declines were Gaming (-8.28%), Black Home Appliances (-5.96%), Communication Equipment (-4.07%), Film and Cinema (-3.77%), and Kitchen and Bathroom Appliances (-3.66%) [1] Group 3 - The top five individual stocks with the highest gains in October were Chaoying Electronics (+330.8%), C He Yuan-U (+325.15%), Daosheng Tianhe (+279.6%), Aomeisen (+276.36%), and Changjiang Nengke (+247.09%) [1] - The stocks with the largest declines included *ST Yuancheng (-56.67%), Guomai Culture (-42.2%), Fujie Environmental Protection (-31.09%), Jiyou Co., Ltd. (-29.47%), and Yitian Intelligent (-27.62%) [1]

Core Viewpoint - The A-share market experienced a collective decline in the morning session, with the Shanghai Composite Index down by 0.44%, the Shenzhen Component Index down by 0.81%, and the ChiNext Index down by 0.89% [1] Sector Performance Gaining Sectors - The engineering machinery sector led the gains with an increase of 3.72%, totaling a transaction volume of 1,060.41 million hands and a transaction value of 140.15 billion [2] - The wind power equipment sector rose by 2.17%, with a transaction volume of 746.30 million hands and a transaction value of 122.16 billion [2] - The real estate sector saw an increase of 1.57%, with a transaction volume of 3,928.84 million hands and a transaction value of 235.73 billion [2] - The oil and gas extraction and services sector increased by 1.30%, with a transaction volume of 1,591.48 million hands and a transaction value of 87.76 billion [2] - The pharmaceutical commercial sector rose by 1.08%, with a transaction volume of 229.30 million hands and a transaction value of 30.14 billion [2] Declining Sectors - The audio-visual sector experienced the largest decline at -5.21%, with a transaction volume of 620.57 million hands and a transaction value of 114.15 billion [2] - The battery sector fell by 1.90%, with a transaction volume of 1,179.42 million hands and a transaction value of 363.81 billion [2] - The coal mining and processing sector decreased by 1.72%, with a transaction volume of 1,384.12 million hands and a transaction value of 91.63 billion [2] - The gas sector declined by 1.44%, with a transaction volume of 857.21 million hands and a transaction value of 56.91 billion [2] - The energy metals sector saw a decrease of 1.28%, with a transaction volume of 186.52 million hands and a transaction value of 81.01 billion [2]

Core Viewpoint - The A-share market showed a positive trend today, with the Shanghai Composite Index rising by 0.40% and trading volume increasing by 5.95% compared to the previous trading day [1] Industry Performance Summary - **Metals**: The non-ferrous metals sector led the market with a gain of 2.62%, with a trading volume of 107.55 billion yuan, and the top-performing stock was Platinum Technology, which rose by 14.18% [1] - **Defense and Military**: This sector also performed well, increasing by 2.61% with a trading volume of 37.53 billion yuan, led by Huayin Technology, which gained 9.58% [1] - **Electric Power Equipment**: The electric power equipment industry saw a rise of 1.48%, with a trading volume of 183.20 billion yuan, and the leading stock was Xinle Energy, which surged by 20.00% [1] - **Real Estate**: The real estate sector increased by 1.41%, with a trading volume of 20.85 billion yuan, and the top stock was Shen Zhen Yi A, which rose by 10.05% [1] - **Computer**: This industry saw a gain of 1.22%, with a trading volume of 108.02 billion yuan, and the leading stock was Danghong Technology, which increased by 20.00% [1] - **Pharmaceuticals and Biology**: The sector rose by 1.03%, with a trading volume of 52.19 billion yuan, and the top stock was Xinbang Pharmaceutical, which gained 10.14% [1] - **Electronics**: The electronics industry increased by 0.92%, with a trading volume of 289.28 billion yuan, and the leading stock was N Yuhan, which surged by 373.70% [1] - **Basic Chemicals**: This sector saw a rise of 0.66%, with a trading volume of 54.98 billion yuan, and the top stock was Changhua Chemical, which increased by 13.13% [1] - **Steel**: The steel industry rose by 0.65%, with a trading volume of 8.26 billion yuan, and the leading stock was Hebei Steel Resources, which gained 6.94% [1] - **Automotive**: The automotive sector experienced a decline of 0.47%, with a trading volume of 73.91 billion yuan, and the top stock was N Ruili, which surged by 58.47% [1] - **Banking**: The banking sector saw a decline of 0.46%, with a trading volume of 16.86 billion yuan, and the leading stock was Yunan Commercial Bank, which fell by 2.58% [1]

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up 0.63% at 3845.91 points, the Shenzhen Component Index up 1.11%, and the ChiNext Index up 1.76% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 14,203 billion yuan, a decrease of 2,933 billion yuan compared to the previous day, with over 4,000 stocks rising across the market [1] Sector Performance - The semiconductor sector led the market gains, with stocks such as Jiangfeng Electronics and Changchuan Technology hitting the daily limit up, and TSMC's 2nm process expected to increase prices by over 50% [2] - Real estate stocks showed strength, with companies like Yucheng Development and Shanghai Lingang also hitting the daily limit up [2] - The photovoltaic equipment sector saw a surge, with Tongrun Equipment hitting the daily limit up and Maiwei Shares rising over 10%, following comments from the National Energy Administration regarding the need to address "involution" in the photovoltaic industry [2] - The oil and gas extraction and service sectors rose sharply due to a significant increase in international oil prices, with companies like Junyou Shares hitting the daily limit up [2] Declining Sectors - The tourism sector continued its downward trend from the previous day, with Yunnan Tourism nearing the daily limit down and Xiyu Tourism dropping over 9% [2] - Coal stocks experienced a general decline, with Lu'an Environmental Energy falling nearly 4% and Jinkong Coal Industry dropping over 2% [2]

Market Overview - The A-share market experienced fluctuations last week, with the overall index declining by 0.18%. The ChiNext index led the gains, while the Shanghai Composite Index fell nearly 2% [1] - The market showed a rebound in the first half of the week, but most broad indices retreated on Thursday following the Federal Reserve's interest rate decision [1] Style and Sector Performance - Small-cap stocks outperformed, with the CSI 1000 index rising by 0.21%, compared to a decline of 0.44% for the CSI 300 index. Growth style stocks also performed well, increasing by 1.45% [2] - Among sectors, coal, electric equipment, and electronics saw the highest gains, while the financial sector faced significant declines, particularly in banking, non-ferrous metals, and non-bank financials [3] Trading Activity - Trading activity in the A-share market increased, with an average daily turnover of 25,178 billion yuan, up by 1,914.31 billion yuan from the previous week. On Thursday, turnover exceeded 30 trillion yuan [4] Fund Flows - Last week, the ETF market saw a net inflow of 178.3 billion yuan, with stock ETFs attracting 206.02 billion yuan. However, money market ETFs experienced a slight outflow of 2.57 billion yuan [5] - Notable net inflows were observed in sectors such as securities companies (100.36 billion yuan), Hong Kong Stock Connect internet (53.73 billion yuan), and robotics industry (40.92 billion yuan) [7] - Conversely, significant net outflows were recorded in the STAR 50 index (67.97 billion yuan) and CSI 300 index (34.52 billion yuan) [5][11] ETF Performance - The median weekly return for stock ETFs was 0.03%, with the ChiNext ETFs showing the highest median return of 2.35%. Technology ETFs also performed well, with a median return of 2.17% [14] - The semiconductor ETFs had strong performances, with several funds showing returns above 7% for the week [16] - On the downside, ETFs related to Hong Kong non-bank financials and industrial non-ferrous metals saw declines of 6.70% and 5.38%, respectively [18][20] Upcoming Developments - A second batch of 14 STAR bond ETFs is set to be launched on September 24 [23]