资金面上看，今日DRG/DIP概念板块获主力资金净流入3.50亿元，其中，14股获主力资金净流入，7股 主力资金净流入超3000万元，净流入资金居首的是迪安诊断，今日主力资金净流入2.90亿元，净流入资 金居前的还有久远银海、国新健康、嘉和美康等，主力资金分别净流入2.06亿元、1.27亿元、6327.42万 元。 资金流入比率方面，国新健康、久远银海、迪安诊断等流入比率居前，主力资金净流入率分别为 42.77%、24.29%、13.06%。（数据宝） DRG/DIP概念资金流入榜 截至1月9日收盘，DRG/DIP概念上涨5.67%，位居概念板块涨幅第3，板块内，21股上涨，迪安诊断20% 涨停，久远银海、国新健康等涨停，卫宁健康、嘉和美康、佳缘科技等涨幅居前，分别上涨13.79%、 11.17%、10.62%。 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（%） | | --- | --- | --- | --- | | 小红书概念 | 6.21 | POE胶膜 | -0.68 | | 快手概念 | 6.06 | 草甘膦 | -0.44 | | DRG/DIP | 5. ...

有能源(600403)、陕西黑猫(601015)涨停；半导体、可控核聚变、CPO概念及稀土永磁等板块涨幅居 前。另外，DRG/DIP概念走低，荣科科技20CM跌停；脑机接口板块大回调，诚益通(300430)、爱朋医 疗(300753)等多股跌逾10%；钛白粉板块走弱，振华股份(603067)领跌；数字货币、屏下摄影及券商概 念等跌幅居前。(格隆汇) | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 4085.77 14030.56 1496.28 | | | | +2.11 +0.05% +8.01 +0.06% +3.24 +0.22% | | | | 科创50 | 创业板指 | 万得全A | | 1443.39 | 3329.69 | 6654.10 | | +14.09 +0.99% +10.40 +0.31% +12.34 +0.19% | | | | 沪深300 | 中证500 | 中证A500 | | 4776.67 7875.08 5860.25 | | | | -14.03 -0.29% +60.95 +0.78% +0.05 0.00% | | | | ...

市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 12 月 24 日 星期三 [Table_Summary] 概览 核心观点 【重要新闻】 【全国住房城乡建设工作会议召开：因城施策控增量、去库存、优供 给】据中国建设报消息，12 月 22 日至 23 日，全国住房城乡建设工 作会议在北京召开。住房城乡建设部部长倪虹强调，着力稳定房地产 市场，重点是：因城施策控增量、去库存、优供给，结合城市更新、 城中村改造盘活利用存量用地，推动收购存量商品房用作保障性住 房、安置房、宿舍、人才房等。优化和精准实施保障性住房供应，实 施房屋品质提升工程，有序推进"好房子"建设。进一步发挥房地产项 目"白名单"制度作用，支持房地产企业合理融资需求。 【国家发展改革委等三部门完善幼儿园收费政策】近日，国家发展改 革委、教育部、财政部联合印发《关于完善幼儿园收费政策的通知》。 《通知》坚持学前教育的公益属性定位，通过规范收费项目、分类完 善收费管理方式、明确收费标准制定原则、健全收费政策评估优化机 制、建立目录清单制度、加强收费行为监管等，促进收费标准合理形 成，更好发 ...

| 002368 | 太极股份 | -1.20 | 0.83 | -510.47 | | --- | --- | --- | --- | --- | | 000503 | 国新健康 | -1.81 | 1.48 | -502.33 | | 603716 | 塞力医疗 | -2.24 | 3.49 | -416.96 | | 300579 | 数字认证 | -2.56 | 1.16 | -396.46 | | 300074 | 华平股份 | -2.68 | 2.81 | -318.22 | | 300096 | ST易联众 | -3.18 | 1.25 | -145.68 | | 300244 | 迪安诊断 | -2.62 | 2.34 | -115.02 | | 603990 | 麦迪科技 | -2.52 | 2.96 | 7.16 | | 688579 | 山大地纬 | -2.16 | 1.45 | 103.97 | | 688246 | 嘉和美康 | -3.02 | 1.98 | 290.48 | | 301370 | 国科恒泰 | -0.76 | 2.92 | 732.45 | 资金面上看，今日DRG/ ...

Group 1 - The DRG/DIP concept declined by 1.31%, ranking among the top declines in the concept sector, with notable declines in companies like Jiarun Technology, Jiahe Meikang, and ST Yilianzhong [1][2] - Among the DRG/DIP concept stocks, six companies saw price increases, with Madi Technology, Weining Health, and Shanda Diwei leading the gains at 2.98%, 1.29%, and 1.29% respectively [1][2] - The DRG/DIP concept experienced a net outflow of 379 million yuan, with 18 stocks facing net outflows, and Jiarun Technology leading with a net outflow of 135 million yuan [2][3] Group 2 - The top gainers in today's concept sectors included Hainan Free Trade Zone at 4.35%, BC Battery at 3.89%, and Metal Zinc at 3.60%, while several sectors like DRG/DIP and others faced declines [2] - The main stocks with significant net inflows included Madi Technology, Huaping Co., and Shanda Diwei, with net inflows of 19.93 million yuan, 13.24 million yuan, and 8.86 million yuan respectively [2][3] - The stocks with the highest net outflows in the DRG/DIP concept included Jiarun Technology, Dongruan Group, and Donghua Software, with net outflows of 135.44 million yuan, 61.65 million yuan, and 57.21 million yuan respectively [2][3]

Group 1 - The DRG/DIP concept rose by 2.42% on August 13, with a net inflow of 456 million yuan from main funds, indicating positive market sentiment [1] - A total of 13 stocks within the concept increased in value, while 6 stocks experienced declines [1] - The top net inflows were recorded for Rongke Technology (422 million yuan), Saily Medical (109 million yuan), and Digital Certification (75.44 million yuan) [1] Group 2 - Rongke Technology's latest price was 22.92 yuan, with a change of 0.04% and a net inflow of 422 million yuan, representing 24.34% of the main fund's net inflow [1] - Saily Medical saw a price of 31.09 yuan, with a significant increase of 6.55% and a net inflow of 109 million yuan, accounting for 6.54% of the total [1] - Digital Certification's price was 37.75 yuan, with a rise of 9.26% and a net inflow of 75.44 million yuan, making up 5.98% of the total [1]

Group 1 - The DRG/DIP concept increased by 0.27%, ranking 10th among concept sectors, with 8 stocks rising, including Saily Medical which hit the daily limit, and Jiayuan Technology, Jiahe Meikang, and Huayu Software showing gains of 4.63%, 3.85%, and 1.75% respectively [1][2] - The leading decliners in the sector included Kechuang Information, Rongke Technology, and Maidi Technology, which fell by 6.02%, 2.53%, and 2.00% respectively [1][2] Group 2 - The DRG/DIP concept sector saw a net inflow of 362 million yuan, with 14 stocks receiving net inflows, and 7 stocks exceeding 10 million yuan in net inflow [2][3] - Saily Medical led the net inflow with 336 million yuan, followed by Donghua Software, Jiayuan Technology, and Jiuyuan Yinhai with net inflows of 40.39 million yuan, 16.30 million yuan, and 16.22 million yuan respectively [2][3] Group 3 - In terms of net inflow ratios, Saily Medical, Jiayuan Technology, and Jiuyuan Yinhai had the highest ratios at 21.82%, 6.22%, and 5.62% respectively [3][4] - The trading volume and turnover rates for Saily Medical were notably high, with a turnover rate of 28.92% and a daily increase of 10.01% [3][4]

Group 1 - The DRG/DIP concept declined by 3.30%, ranking among the top declines in the concept sector, with notable declines in companies such as Chuangying Huikang, ST Yilianzhong, and Jiahe Meikang [1][2] - The DRG/DIP concept experienced a net outflow of 4.92 billion yuan in main funds, with 19 stocks seeing net outflows, and 13 stocks with outflows exceeding 10 million yuan [2] - The stock with the highest net outflow was Donghua Software, with a net outflow of 1.26 billion yuan, followed by Chuangying Huikang, Weining Health, and Dian Diagnosis [2][3] Group 2 - The top stocks with net outflows in the DRG/DIP concept included Donghua Software (-3.97%), Chuangying Huikang (-6.76%), and Weining Health (-4.60%) [2][3] - Conversely, the stocks with net inflows included Huaping Co., Guoke Hengtai, and Wanda Information, with net inflows of 238.84 million yuan, 166.15 million yuan, and 121.00 million yuan respectively [2]

Group 1 - A-share DRG/DIP concept stocks have shown strong performance, with Chuangye Huikang rising over 6% [1] - Saily Medical has increased by more than 5% [1] - Huaping Co., Jiahe Meikang, and Dian Diagnostics have all risen over 3% [1]