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收评:三大股指集体收跌 创指收跌3.99% 大金融板块逆势活跃
Xin Lang Cai Jing· 2025-10-14 07:11
三大股指集体收跌,创指收跌近4%,科创50收跌超4%。 板块方面,大金融板块逆势活跃,保险、银行方向领涨,重庆银行涨超6%;白酒板块全天活跃,酒鬼酒、舍得酒业、泸 州老窖等多股上涨;港口航运板块午后拉升,南京港涨停;下跌方面,半导体产业链全线调整,华虹公司、燕东微等多股跌超 10%;CPO概念持续下挫,通富微电、新易盛领跌;PEEK材料走弱,长盈精密领跌;消费电子走低,统联精密、凯旺科技等 多股跌超10%。总体来看,个股跌多涨少,下跌个股超3500只。截至收盘,沪指报3865.23点,跌0.62%;深成指报12895.11 点,跌2.54%;创指报2955.98点,跌3.99%。盘面上,培育钻石、保险、燃气板块涨幅居前,能源金属、半导体、光刻机板块 跌幅居前。 ...
A股三大指数集体上涨,A500ETF易方达(159361)、沪深300ETF易方达(510310)等助力布局核心资产
Mei Ri Jing Ji Xin Wen· 2025-09-29 05:19
A股三大指数早盘集体上涨,板块题材方面,固态电池、有色金属、证券、PEEK材料板块涨幅居前,教育、煤炭、医药板块跌 幅居前;港股集体走强,恒生指数半日涨1.4%,电气设备、有色金属等板块涨幅居前。截至午间收盘,中证A500指数上涨 0.5%,沪深300指数上涨0.5%,创业板指数上涨1.8%,上证科创板50成份指数下跌0.5%,恒生中国企业指数上涨1.1%。 跟踪恒生中国企业指数 该指数由在港上市中国内地企 业中50只市值大、成交活跃的 股票组成,指数行业覆盖较为 广泛,可选消费、金融、信息 技术、能源行业合计占比超 85% 截至午间收盘 该指数涨跌 注2:银行、互联网平台等相关销售机构提供可场外投资的ETF联接基金。 注3: 低费率产品,其管理费率0. 15%/年,托管费率0.05%/年。 注4:基金有风险,投资须谨慎,详阅基金法律文件及交易所、结算公司等相关业务规则, (文章来源:每日经济新闻) 10. 6倍 该指数 滚动市盈率 该指数自2002年 以来估值分位 65. 0% 注1 · "该娟数" 指备上述基金产品具体现稳的捐款、数据来自Whols,排数流按幅截至2025年9月28日午间收盘。滚动市盈率、 ...
万联晨会-20250922
Wanlian Securities· 2025-09-22 00:42
Core Viewpoints - The A-share market experienced a collective decline last Friday, with the Shanghai Composite Index down by 0.3%, the Shenzhen Component Index down by 0.04%, and the ChiNext Index down by 0.16%. The total trading volume in the Shanghai and Shenzhen markets was 23,234.81 billion yuan [1][7] - In terms of industry performance, coal, non-ferrous metals, and building materials led the gains, while the automotive, pharmaceutical, and computer sectors faced declines. Concept sectors such as photolithography machines, civil explosives, and lithium extraction from salt lakes saw significant increases, while sectors like reducers, PEEK materials, and humanoid robots experienced notable declines [1][7] Industry Analysis Textile and Apparel Industry - The textile and apparel industry reported a total revenue of 2,359.10 billion yuan in the first half of 2025, reflecting a year-on-year decrease of 5.34%, ranking 25th among Shenwan's primary industries. The net profit attributable to the parent company was 146.79 billion yuan, down 8.63%, ranking 24th [9] - The textile manufacturing sector achieved a revenue of 595.69 billion yuan, a slight decline of 0.28% year-on-year, while the net profit increased by 0.38% to 49.82 billion yuan. The sector's return on equity (ROE) was 4.20%, with a gross margin of 19.36% and a net margin of 8.55% [9][10] - The apparel and home textile sector generated 767.63 billion yuan in revenue, down 4.81%, with a net profit of 64.29 billion yuan, a decrease of 14.81%. The sector's gross margin was 46.09%, while the net margin was 8.46% [10] - The accessories sector reported a revenue of 995.78 billion yuan, down 8.51%, with a net profit of 32.68 billion yuan, down 8.10%. The sector's gross margin was 10.49%, and the net margin was 3.66% [10] Investment Recommendations - For the textile manufacturing sector, it is suggested to focus on upstream textile manufacturing companies with cost and scale advantages as tariff agreements improve [12] - In the apparel and home textile sector, companies with strong brand power are expected to see performance recovery due to improving downstream demand [12] - In the accessories sector, despite short-term demand suppression due to high gold prices, long-term growth is anticipated as craftsmanship improves, suggesting a focus on leading jewelry companies with strong brand presence and wide distribution channels [12]
赛马概念涨0.82%,主力资金净流入这些股
Group 1 - The horse racing concept index rose by 0.82%, ranking 7th among concept sectors, with four stocks increasing in value, including *ST Zhengping which hit the daily limit, and Xinhua Du and Luoniushan showing gains of 2.78% and 0.31% respectively [1] - The main capital outflow from the horse racing concept sector amounted to 135 million yuan, with Xinhua Du receiving the highest net inflow of 8.26 million yuan [2][3] - The net inflow ratios for stocks like Zhujiang Piano and Xinhua Du were 10.77% and 1.66% respectively, indicating strong interest in these stocks despite the overall sector's outflow [3] Group 2 - The horse racing concept was among the top-performing sectors today, with a notable increase compared to other sectors such as the reducer and humanoid robot concepts, which saw declines of 2.68% and 2.17% respectively [2] - The trading volume and turnover rates varied significantly among the stocks in the horse racing concept, with *ST Zhengping showing a high turnover rate of 20.94% despite a negative net capital flow [3]
期指:短线或反弹,趋势上慢牛格局进一步明确
Guo Tai Jun An Qi Huo· 2025-09-19 02:04
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report - On September 18, all four major stock index futures contracts for the current month declined. The IF dropped 1.35%, the IH fell 1.45%, the IC decreased 1%, and the IM declined 1.19%. In the short term, the stock index futures may rebound, and the slow - bull pattern in the trend is becoming clearer [1]. - On the trading day, the total trading volume of stock index futures rebounded, indicating an increase in investors' trading enthusiasm. The total trading volume of IF, IH, IC, and IM increased by 57,520 lots, 35,836 lots, 72,444 lots, and 143,070 lots respectively. In terms of positions, the total positions of IF, IH, IC, and IM increased by 14,691 lots, 10,071 lots, 19,056 lots, and 25,806 lots respectively [1][2][3]. 3. Summary by Relevant Catalogs 3.1 Stock Index Futures Data - **September 18 Quotes**: The closing prices of the four major stock index futures all decreased. For example, the closing price of IF2509 was 4,487.2, down 1.35%; IH2509 was 2,910.8, down 1.45%; IC2509 was 7,171.6, down 1%; IM2509 was 7,454.8, down 1.19%. There were also corresponding changes in trading volume, open interest, and basis [1]. - **Trading Volume and Open Interest Changes**: The total trading volume of all four major stock index futures increased, and the total open interest also showed an upward trend [2][3]. 3.2 Long and Short Positions of Top 20 Members - For different contracts such as IF2509, IH2509, IC2509, and IM2509, there were changes in the increase or decrease of long and short positions. For example, in IF2509, long positions decreased by 17,195, and short positions decreased by 18,103 [5]. 3.3 Trend Intensity - The trend intensity of IF and IH is 1, and the trend intensity of IC and IM is also 1, indicating a certain degree of upward trend [7]. 3.4 Important Drivers - In the overseas market, chip stocks boosted the four major US stock indexes to record highs, while Chinese concept stocks declined. In the domestic A - share market, the Shanghai Composite Index fell 1.15%, the Shenzhen Component Index fell 1.06%, and the ChiNext Index fell 1.64%. The trading volume reached 3.17 trillion yuan, an increase from the previous day [8].
午后,大跳水!超4700只个股下跌
Zhong Guo Ji Jin Bao· 2025-09-18 07:00
Market Overview - The A-share market experienced a significant decline on September 18, with the Shenzhen Component Index dropping over 2% and the ChiNext Index falling by 3% [2] - More than 4,700 stocks across the market saw a decrease [2] Sector Performance - Various industry sectors, including non-ferrous metals, non-bank financials, media, and beauty care, collectively declined [2] - Concept stocks related to stock trading software, PEEK materials, industrial metals, and gold jewelry faced the largest drops [2] Hong Kong Market Reaction - The Hong Kong stock market also saw a sharp decline, with all three major indices falling by more than 2% [3] - The Hang Seng Technology Index had previously increased by 2% before the downturn [3]
午后,大跳水!超4700只个股下跌
中国基金报· 2025-09-18 06:55
Market Overview - The A-share market experienced a significant decline, with the Shenzhen Component Index dropping over 2% and the ChiNext Index falling by 3% [2] - A total of 4,757 stocks in the market saw a decrease, indicating a broad market downturn [2] Index Performance - The Shanghai Composite Index closed at 3,805.03, down by 71.31 points or 1.84% [3] - The Shenzhen Component Index ended at 12,927.10, down by 288.36 points or 2.18% [3] - The ChiNext Index recorded a decline of 3.00%, closing at 3,053.06 [3] Trading Volume and Market Capitalization - The trading volume reached 294 million hands, with a turnover rate of 5.51% [4] - The total trading value was 774.655 billion, with a volume ratio of 1.28 [4] - The overall market capitalization stood at 17.11 trillion [4] Sector Performance - Various sectors experienced declines, with non-ferrous metals, non-bank financials, media, and beauty care sectors collectively falling [6] - Notable declines were observed in stocks related to stock trading software, PEEK materials, industrial metals, and gold jewelry [6] Hong Kong Market - The Hong Kong stock market also saw a sharp decline, with all three major indices dropping over 2% [7] - The Hang Seng Technology Index had previously increased by 2% before the downturn [7]
科创板块走强,关注科创板50ETF(588080)、科创综指ETF易方达(589800)等产品后续表现
Sou Hu Cai Jing· 2025-09-17 05:37
Group 1 - The core index, the Shanghai Stock Exchange Sci-Tech Innovation Board Growth Index, consists of 50 stocks with high growth rates in revenue and net profit, predominantly in the electronic and pharmaceutical sectors, which together account for nearly 75% of the index [3] - As of the latest midday close, the index has experienced a 0.8% increase since its inception, with a rolling price-to-earnings ratio of 224.5 times [3] - The index was launched on July 23, 2020, with subsequent indices, including the Sci-Tech Innovation Board 100 Index on August 7, 2023, and the Sci-Tech Innovation Board Composite Index set to launch on January 20, 2025 [3] Group 2 - The index's valuation percentile indicates that it is relatively inexpensive compared to historical levels, suggesting potential investment opportunities [3] - The index is designed to reflect the performance of industries with stable earnings and minimal impact from cyclical fluctuations, making it suitable for investors seeking growth [3]
伊之密:公司目前拥有spaceA工业3D打印机等产品
Mei Ri Jing Ji Xin Wen· 2025-09-17 04:49
Group 1 - The company has injection molding machines that can utilize polyether ether ketone (PEEK) materials for production [1] - The company currently owns spaceA industrial 3D printers among other products [1] - The company will continue to pay attention to the development direction of materials represented by PEEK and seize related industry opportunities [1]
收评:三大指数集体收涨 汽车、地产等板块上扬
Jing Ji Wang· 2025-09-16 08:26
Core Viewpoint - The A-share market experienced a rebound in the afternoon, with all three major indices closing higher, indicating a positive sentiment among investors [1]. Market Performance - The Shanghai Composite Index closed at 3861.87 points, with a slight increase of 0.04% and a trading volume of 989.79 billion yuan [1]. - The Shenzhen Component Index finished at 13063.97 points, rising by 0.45% with a trading volume of 1351.62 billion yuan [1]. - The ChiNext Index ended at 3087.04 points, up by 0.68% and a trading volume of 638.22 billion yuan [1]. Sector Performance - Sectors such as insurance, banking, agriculture, and electricity saw declines, indicating potential weaknesses in these areas [1]. - Conversely, sectors including logistics, automotive, textiles and apparel, real estate, and home appliances showed gains, reflecting stronger performance and investor interest [1]. - Emerging themes such as humanoid robots, PEEK materials, and Nvidia-related concepts were notably active, suggesting innovation-driven investment opportunities [1].