【导读】A股市场震荡走强，沪指站上4100点；医保支付改革概念股火热；志特新材（300986）20cm涨停，走出5连板 医保支付改革概念股走强 SPD板块走高 1月9日，A股医药板块整体走高，医保支付改革、SPD、医药数智化、医疗服务等概念股集体走强。 个股方面，迪安诊断（300244）、嘉和美康20cm涨停，卫宁健康（300253）、创业慧康（300451）等涨超10%，国新健康（000503）、美年健康 （002044）直线拉涨停。 大家好！又到周五，来一起关注最新的市场行情和资讯～ 1月9日，A股三大指数开盘涨跌不一：沪指微涨0.09%，深成指跌0.3%，创业板指跌0.69%。开盘后市场震荡拉升，截至发稿，沪指成功站上4100点，A股 主要指数集体飘红。 | 4104.85 | 14071.06 | | 3309.40 | | | --- | --- | --- | --- | --- | | 上证指数 +0.54% | 深证成指 +0.80% | | 创业板指 +0.21% | | | 1455.88 + ----- | 3132.40 7 ----- | 4751.08 J ---- | | 153 ...

大家好！又到周五，来一起关注最新的市场行情和资讯 ～ 1月9日，A股三大指数开盘涨跌不一：沪指微涨0.09%，深成指跌0.3%，创业板指跌0.69%。开盘后市场震荡拉升，截至发稿，沪指成功 站上4100点，A股主要指数集体飘红。 | 4104.85 | 14071.06 | | 3309.40 | | | | --- | --- | --- | --- | --- | --- | | 上证指数 +0.54% | 深证成指 +0.80% | | 创业板指 +0.21% | | | | 1455.88 + ---- | 3132.40 7 ---- | | 4751.08 } ---- | 1531.16 1 ... | | | 科创50 +0.05% | 上证50 +0.33% | | 沪深300 +0.28% | 北证50 +1.51% | | | 上证指数(SH:000001) | | | | 88 加自选 | | | 4104.85 +21.87 +0.54% | | | | 162.81 万球友关注 交易中 01-09 10:00:32 北京时间 | | | 最高:4106.58 | 今开:4086.7 ...

2025.12. 29 本文字数：1655，阅读时长大约3分钟 作者 | 一财阿驴 11:31 A股午盘丨沪指半日涨0.31% 截至午盘，沪指涨0.31%，深成指涨0.03%，创业板指跌0.32%。全市超3400只个股下跌。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | W | 3975.92 | 12.24 | 0.31% | | 399001 | 深证成指 | NW | 13607.39 | 3.50 | 0.03% | | 399006 | 创业板指 | Mini | 3233.53 | -10.35 | -0.32% | 盘面上，算力硬件产业链活跃，CPO、服务器方向领涨；商业航天概念延续强势，10余只成分股涨 停。人形机器人、能源金属、PEEK材料概念股涨幅靠前。固态电池、SPD、两岸融合、离境退税概 念股调整。 09:51 恒生科技指数日内涨幅扩大至2%，恒指涨1%。新能源汽车股走强，蔚来涨超6%，小鹏汽车 涨超5%。 | 板块名称 | | 行者的是 | 2007 ...

国内市场综述 冲高回落 走势分化 周四（12 月 18 日）大盘冲高回落，走势分化。截至 收盘，上证综指收于 3876.37 点，上涨 0.16%；深成 指收于 13053.97 点，下跌 1.29%；科创 50 下跌 1.46%； 创业板指下跌 2.17%，万得全 A 成交额共 16768 亿元，， 较前一日有所上升。 行业方面，30 个中信一级行业有 14 个上涨，其中煤 炭、银行及石油石化涨幅居前，而电力设备及新能源、 通信、电子则跌幅较大。概念方面，SPD、医保支付改 革及卫星互联网等指数表现活跃。 海外市场综述 美股三大指数全线收涨，特斯拉涨超 3% 周四（12 月 18 日），美国三大股指全线收涨，道指 涨 0.14%，标普 500 指数涨 0.79%，纳指涨 1.38%。亚 马逊涨超 2%，英伟达涨近 2%，领涨道指。万得美国科 技七巨头指数涨 1.69%，特斯拉涨超 3%，脸书涨逾 2%。 中概股多数上涨，小鹏汽车涨近 3%。 新闻精要 1. 何立峰出席海南自由贸易港全岛封关启动活动并讲 话 2. 商务部：强烈反对欧委会密集对多家中国企业发起 调查 3. 时隔 16 年我国再次对钢铁实行出口许 ...

证券研究报告 | 2025年12月18日 金融工程日报 沪指缩量微涨，商业航天表现强势、医药商业反复活跃 核心观点 金融工程日报 市场表现：20251218 规模指数中上证 50 指数表现较好，板块指数中上证综 指表现较好，风格指数中沪深 300 价值指数表现较好。煤炭、银行、石油石 化、国防军工、商贸零售行业表现较好，电新、通信、电子、综合金融、消 费者服务行业表现较差。SPD、降落伞、PVC 地板、医保支付改革、卫星互联 网等概念表现较好，海南自贸港、锂电电解液、覆铜板、超宽带技术、电路 板等概念表现较差。 市场情绪：20251218 收盘时有 71 只股票涨停，有 8 只股票跌停。昨日涨停 股票今日收盘收益为 3.16%，昨日跌停股票今日收盘收益为-0.54%。今日封 板率 70%，较前日下降 2%，连板率 36%，较前日提升 14%。 市场资金流向：截至 20251217 两融余额为 25028 亿元，其中融资余额 24859 亿元，融券余额 170 亿元。两融余额占流通市值比重为 2.6%，两融交易占市 场成交额比重为 10.1%。 折溢价：20251217 当日 ETF 溢价较多的是现金流 ETF ...

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index rising by 0.16% to close at 3876.37 points, while the Shenzhen Component Index fell by 1.29% to 13053.97 points. The ChiNext Index decreased by 2.17% to 3107.06 points, and the Sci-Tech 50 Index dropped by 1.46% to 1305.97 points. Overall, 2843 stocks rose, 2413 fell, and 199 remained unchanged, with a total trading volume of 16555 billion yuan, down by 1557 billion yuan from the previous trading day [1][2]. Industry Performance - Among the Shenwan first-level industries, banking, coal, oil and petrochemicals, national defense and military industry, and light industry manufacturing led the gains, with increases of 1.97%, 1.89%, 1.25%, 0.90%, and 0.86% respectively. Conversely, the power equipment, telecommunications, electronics, comprehensive, machinery equipment, and automotive sectors experienced declines, with decreases of 2.22%, 1.58%, 1.51%, 1.13%, 0.64%, and 0.64% respectively [1][2].

【导读】A股主要指数走势分化，创业板指半日跌1.81%；SPD、商业航天方向走强，ST板块遭"爆炒" 大家好！来一起关注上午的市场行情和最新资讯～ 12月18日上午，A股市场走势有所分化。截至午间收盘，上证指数涨0.16%，深证成指跌0.85%，创业板指跌1.81%。 全市场半日成交额为1.06万亿元，较昨日略有放量，超3600只个股上涨。 | 序号 代码 | | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 301408 | 华人健康 | 21.84 | 3.64 | 20.00% | | വ | 301017 | 漱玉平民 | 16.71 | 1.68 | 11.18% | | ന | 002044 | 美年健康 | 6.02 | | 0.55 10.05% | | ব | 000411 | 英特集团 | 13.18 | | 1.20 10.02% | | 5 | 603716 | 塞力医疗 | 21.90 | 1.99 | 9.99% | | ଚ | 002788 | 鹭燕医药 | 13.90 | 1.26 | 9. ...

Market Overview - The A-share market experienced a general decline today, with the Shanghai Composite Index down by 0.55% closing at 3867.92 points, the Shenzhen Component Index down by 1.10% at 13112.09 points, the ChiNext Index down by 1.77% at 3137.8 points, and the Sci-Tech 50 Index down by 2.22% at 1318.91 points [1] - Overall, there were 2312 stocks that rose and 2965 stocks that fell, with a total market turnover of 17734 billion yuan, a decrease of 3188 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, non-bank financials, retail, agriculture, forestry, animal husbandry, fishery, steel, and building materials showed positive performance with increases of 1.59%, 1.49%, 1.24%, 0.91%, and 0.91% respectively [1] - Conversely, sectors such as electronics, telecommunications, media, machinery, and computers experienced declines, with decreases of 2.42%, 1.89%, 1.63%, 1.36%, and 1.27% respectively [1] Concept Sector Performance - The leading concept sectors today included dairy, selected insurance, chemical fiber selection, three-child policy, large aircraft, fiberglass, SPD, liquor, initial public offering economy, photovoltaic glass, gold and jewelry, cross-strait integration, satellite internet, chemical raw materials selection, and aquaculture [2] - In contrast, sectors such as optical modules (CPO), GPU, optical communication, cultivated diamonds, ASIC chips, optical chips, and Moore threads experienced pullbacks [2]

- The provided content does not include any quantitative models or factors, nor their construction, evaluation, or backtesting results[1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48]

Market Overview - The A-share market experienced a decline today, with the Shanghai Composite Index falling by 0.42% to close at 3897.71 points, the Shenzhen Component Index down by 0.68% to 13056.70 points, the ChiNext Index decreasing by 0.69% to 3071.15 points, and the Sci-Tech 50 Index dropping by 1.24% to 1320.16 points [1][14] - Overall, there were 1541 stocks that rose while 3739 stocks fell, with 171 stocks remaining flat. The total trading volume in the Shanghai and Shenzhen markets was 15934 billion yuan, a decrease of 2805 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, the sectors that saw gains included Oil & Petrochemicals (up 0.71%), Light Industry Manufacturing (up 0.55%), Home Appliances (up 0.43%), Building Materials (up 0.32%), and Communications (up 0.27%). Conversely, the sectors that experienced declines included Media (down 1.75%), Nonferrous Metals (down 1.36%), Computers (down 1.34%), Pharmaceuticals & Biology (down 1.23%), and Electric Equipment (down 1.18%) [1][14] Sector Highlights - The concept sectors that performed well today included Cross-Strait Integration, SPD, and Pre-made Dishes, while sectors such as CRO, Cultivated Diamonds, and Lithium Mining saw a pullback [2][11]