市场概况 2025年9月2日，三大指数集体收跌，其中沪指下跌0.45%，收报3858.13点；深证成指下跌2.14%，收报12553.84点；创业板指 下跌2.85%，收报2872.22点。今日两市成交额28746亿元，与上个交易日相比增加约1250亿元。 02 概念主题上看， 减速器、PEEK材料、工业母机等板块上涨，F5G概念、WiFi6、共封装光学(CPO)板块下跌。 盘面观察 市场全天震荡调整，核心宽基指数涨少跌多，红利指数、富时中国A50领涨，科创200、科创100领跌。 | 市场 | 指数简称 | 今日涨跌幅 J | 5日涨跌幅 | 30日涨跌幅 | 今年以来 | | --- | --- | --- | --- | --- | --- | | A股 | 红利低波 | 0.8% | -1.4% | -1.6% | 3.6% | | | 上证指数 | -0.4% | -0.3% | 7.7% | 15.1% | | | 沪深300 | -0.7% | 0.9% | 9.0% | 14.1% | | | 中证A500 | -1.1% | 1.0% | 10.5% | 16.3% | | | 中证2000 ...

中国经济周刊-经济网讯 截至今日收盘，上证综指报3857.93点，涨幅0.37%，成交额12216.92亿 元；深证成指报12696.15点，涨幅0.99%，成交额15766.05亿元；创业板指报2890.13点，涨幅2.23%，成 交额7637.79亿元。 编辑：何颖曦 盘面上看，白酒、保险、旅游服务、小金属、黄金、日用化工、铜、电信运营、生物制药、食品等 板块走强，半导体、IT设备、染料涂料、软件服务、汽车服务、石油贸易、家用电器等板块走弱；概念 股方面，钠电池、固态电池、锂矿等拉升。 ...

截至8月15日，市场最新融资余额为20485.99亿元，较上个交易日环比增加75.42亿元，分行业统计，申 万所属一级行业有18个行业融资余额增加，非银金融行业融资余额增加最多，较上一日增加39.04亿 元；融资余额增加居前的行业还有电子、银行、家用电器等，融资余额分别增加16.36亿元、12.71亿 元、6.48亿元；融资余额减少的行业有13个，基础化工、煤炭、石油石化等行业融资余额减少较多，分 别减少4.74亿元、2.27亿元、2.00亿元。 8月15日各行业融资余额环比变动 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | 代码 | 最新融资 | 较上一日增减（亿元） | 环比增幅（%） | | --- | --- | --- | --- | | | 余额（亿元） | | | | 非银金融 | 1682.79 | 39.04 | 2.37 | | 电子 | 2474.77 | 16.36 | 0.67 | | 银行 | 651.71 | 12.71 | 1.99 | | 家用电器 | 273.87 | 6.48 | 2.42 | | 计算机 | 1588.39 | 4.67 | 0.30 ...

Group 1 - Market sentiment remains high with an index value of 3.2, showing signs of potential decline, suggesting further observation is needed [3][9] - The trading volume across the A-share market has significantly increased, with daily trading exceeding 2 trillion RMB for three consecutive days, indicating strong market activity [15][17] - The industry trend indicators show an upward breakout, reflecting a narrowing of funding viewpoint discrepancies [21][23] Group 2 - The small-cap and growth styles are currently favored, with the electronic and computer sectors showing the strongest short-term trend scores, particularly with scores reaching 100 [30][31] - The model indicates a high degree of trading concentration in sectors like machinery, electronics, and construction decoration, which may pose valuation and sentiment risks [39][41] - The report highlights that sectors with lower trading concentration, such as beauty care and public utilities, may present opportunities for gradual long-term positioning as risk appetite increases [39][41]

| 代码 | 简称 | 最新融资余额（万 | 较前一个交易日增减 | 当日涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | | | | 002911 | 佛燃能 源 | 8455.81 | 167.15 | 5.82 | 公用事业 | | 301632 | C广建科 | 16258.63 | 70.89 | -13.92 | 社会服务 | | 831768 | 拾比佰 | 1648.17 | 51.78 | -2.58 | 家用电器 | | 301163 | 宏德股 份 | 6005.97 | 43.17 | -0.07 | 电力设备 | | 832662 | 方盛股 份 | 2551.55 | 42.47 | -5.11 | 机械设备 | | 001400 | 江顺科 技 | 7286.88 | 38.06 | -2.05 | 机械设备 | | 002342 | 巨力索 具 | 28759.64 | 36.14 | 9.95 | 机械设备 | | 300870 | 欧陆通 | 94564.44 | 34.94 | 1 ...

Market Overview - The major A-share indices showed mixed performance today, with the Shanghai Composite Index rising by 0.16% to close at 3639.67 points, while the Shenzhen Component Index fell by 0.18% to 11157.94 points, and the ChiNext Index decreased by 0.68% to 2342.86 points[2]. - A total of 2117 stocks rose, while 3084 stocks fell, with 216 stocks remaining unchanged across the market[2]. Trading Volume - The total trading volume for the Shanghai and Shenzhen markets reached 182.55 billion yuan, an increase of 9.14 billion yuan compared to the previous trading day[2]. Sector Performance - Among the Shenwan first-level industries, the leading sectors included non-ferrous metals (up 1.20%), beauty care (up 0.99%), real estate (up 0.82%), textile and apparel (up 0.81%), and transportation (up 0.73%)[2]. - The sectors that experienced declines included pharmaceuticals and biology (down 0.92%), electric equipment (down 0.74%), telecommunications (down 0.47%), national defense and military (down 0.39%), and household appliances (down 0.29%)[2]. Concept Stocks - The top-performing concept stocks today included continuous boards, rare earth permanent magnets, rare earths, IGBT, and third-generation semiconductors, among others[3].

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index rising by 0.16% to close at 3639.67 points, while the Shenzhen Component Index fell by 0.18% to 11157.94 points, and the ChiNext Index decreased by 0.68% to 2342.86 points [1][14] - Overall, there were 2117 stocks that rose and 3084 stocks that fell, with a total trading volume of 18255 billion yuan, an increase of 914 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, the leading sectors included non-ferrous metals, beauty care, real estate, textile and apparel, and transportation, with respective gains of 1.20%, 0.99%, 0.82%, 0.81%, and 0.73% [1][14] - Conversely, the sectors that experienced declines included pharmaceuticals and biology, electric equipment, telecommunications, national defense and military, and household appliances, with respective losses of 0.92%, 0.74%, 0.47%, 0.39%, and 0.29% [1][14] Concept Sectors - The top-performing concept sectors today included continuous boards, rare earth permanent magnets, rare earths, IGBT, and third-generation semiconductors, among others [2][11] - Sectors that saw a pullback included CRO, innovative drugs, and vitamins [11]

证券时报·数据宝统计，今日有8个行业主力资金净流入，23个行业主力资金净流出。资金净流入金额最 大的行业为交通运输，涨跌幅0.52%，整体换手率0.93%，成交量较前一个交易日变动22.77%，主力资 金净流量8.02亿元；今日资金净流出最大的行业为传媒，涨跌幅-1.22%，整体换手率3.24%，成交量较 前一个交易日变动-11.59%，主力资金净流量-45.48亿元。（数据宝） 今日各行业主力资金流向一览 | 行业名 | 成交量（亿 | 成交量较昨日增减 | 换手率 | 涨跌幅 | 今日主力资金净流入（亿 | | --- | --- | --- | --- | --- | --- | | 称 | 股） | （%） | （%） | （%） | 元） | | 交通运 输 | 39.00 | 22.77 | 0.93 | 0.52 | 8.02 | | 电力设 备 | 60.82 | 15.54 | 2.46 | 0.19 | 5.40 | | 家用电 器 | 9.76 | 4.54 | 1.28 | 0.48 | 3.17 | | 电子 | 53.84 | 10.84 | 1.96 | -0.06 | 1.62 ...

Market Overview - The Shanghai Composite Index decreased by 0.05% as of 13:59, with a trading volume of 820.47 million shares and a transaction value of 10,365.57 billion yuan, an increase of 1.57% compared to the previous trading day [1]. Industry Performance - The media, non-ferrous metals, and pharmaceutical industries showed the highest gains, with increases of 1.39%, 1.04%, and 0.68% respectively [1]. - The household appliances, agriculture, forestry, animal husbandry, and coal industries experienced the largest declines, with decreases of 1.51%, 1.20%, and 1.02% respectively [1][2]. Detailed Industry Data - **Media**: Increased by 1.39%, with a transaction value of 531.00 billion yuan, up 34.02% from the previous day. Leading stock: Chuanwang Media, up 20.00% [1]. - **Non-ferrous Metals**: Increased by 1.04%, with a transaction value of 596.64 billion yuan, down 7.44% from the previous day. Leading stock: Dadi Bear, up 14.09% [1]. - **Pharmaceuticals**: Increased by 0.68%, with a transaction value of 977.58 billion yuan, up 5.76% from the previous day. Leading stock: Rongchang Bio, up 17.40% [1]. - **Household Appliances**: Decreased by 1.51%, with a transaction value of 126.95 billion yuan, down 7.96% from the previous day. Leading stock: Hesheng New Materials, down 3.61% [2]. - **Coal**: Decreased by 1.02%, with a transaction value of 50.36 billion yuan, down 7.05% from the previous day. Leading stock: Anyuan Coal Industry, down 4.15% [2]. - **Agriculture, Forestry, Animal Husbandry**: Decreased by 1.20%, with a transaction value of 148.33 billion yuan, down 26.53% from the previous day. Leading stock: Shennong Seed Industry, down 4.30% [2].

Market Performance - The Shanghai Composite Index rose by 1.13%, closing at 3385.36 points[5] - The Shenzhen Component Index increased by 1.42%, closing at 10183.70 points[5] - The ChiNext Index saw a growth of 2.32%, ending at 2039.44 points[5] Sector Performance - The top-performing sectors included Communication (5.27%), Non-ferrous Metals (3.74%), and Electronics (3.60%)[12] - The sectors with the largest declines were Household Appliances (-1.79%), Food & Beverage (-1.06%), and Transportation (-0.54%) [12] Trading Volume and Margin Data - The average daily trading volume for A-shares was 12089 billion CNY, an increase of 10.51% from the previous week[13] - The total margin trading balance reached 18085.96 billion CNY, up by 0.42% week-on-week[15] - Margin trading balance accounted for 2.26% of the A-share market capitalization, a decrease of 0.94% from the previous week[15] Margin Trading Activity - The total margin trading volume for the week was 4064.11 billion CNY, down by 9.60% from the previous week[16] - Margin trading volume represented 8.40% of the total A-share trading volume, an increase of 2.26% from the previous week[16] Industry Margin Trading Trends - The top five industries by margin trading balance were Electronics (1816.53 billion CNY), Non-bank Financials (1490.97 billion CNY), and Pharmaceuticals (1233.08 billion CNY)[22] - The highest net buying amounts were seen in Pharmaceuticals (26.14 billion CNY) and Automotive (14.44 billion CNY) for the week[26]