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。 低价股排名 | 代码 | 简称 | 最新收盘价（元） | 日涨跌幅（%） | 日换手率（%） | 市净率（倍） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 000851 | *ST高鸿 | 0.38 | -5.00 | 5.87 | 0.99 | 通信 | | 300280 | 紫天退 | 0.43 | -4.44 | 6.32 | 0.06 | 传媒 | | 600200 | *ST苏吴 | 1.05 | 5.00 | 2.70 | 0.42 | 医药生物 | | 000656 | *ST金科 | 1.39 | -0.71 | 0.77 | | 房地产 | | 601005 | 重庆钢铁 | 1.45 | -0.68 | 1.17 | 0.78 | 钢铁 | | 600022 | 山东钢铁 | 1.47 | -0.68 | 0.62 | 0.84 | 钢铁 | | 000627 | *ST天茂 | 1.58 | | | 0.36 | 非银金融 | | 002496 | *ST辉丰 | ...

前言 聊起美国经济，最近最绕不开的就是"利率怎么走"和"矛盾怎么解"这两件事，这是资本的本质，也是美 国社会的根基之一。 很多人盯着美联储的降息信号，但很少有人把背后白宫、央行、市场的拧巴劲儿说透。 其实现在美国经济的核心问题，早就不是"降多少息"，而是"政策方向能不能对齐"。 尤其是在就业数据这个敏感点上，美联储和白宫的角力，已经成了解开所有问题的第一道锁。 就业数据博弈 美联储主席鲍威尔最近的表态很明确：短期内美联储的重心从通胀转向了就业，言下之意就是"只要就 业数据冷下来，降息就有理由"。 这个逻辑本身没问题，毕竟美联储的双重使命就是控通胀、稳就业，但坏就坏在，美国的就业数据早已 不是单纯的经济指标，而是成了特朗普的"政治成绩单"。 此前美国大幅下修就业数据，特朗普对此震怒，随即解雇劳工统计局局长，任命自己的亲信EGAnthony 接任。 这位新局长上任后便公开表态，认为"月度就业报告可改为季度发布"。 尽管目前月度报告尚未正式调整，但政策风向已明确：特朗普绝不容忍"疲软就业数据"影响竞选支持 率，其任期内的就业数据必须"呈现向好态势"。 这一局面暗藏关键矛盾：若就业数据被"修饰"，原本低迷的数据被调整 ...

Core Insights - The new housing policy implemented in Shanghai on August 25 has shown initial positive effects on the real estate market, with distinct recovery trends in the new and second-hand housing markets [1][5][6] New Housing Market - The new housing market demonstrated a significant short-term boost, with a more than 30% increase in transaction volume in the first week following the policy implementation, leading to a clear peak in transactions [5] - Overall, new housing transaction volume increased by 19% month-on-month, although it still saw a year-on-year decline of 2.5%, which is a 33 percentage point improvement compared to the previous year [5] - The initial surge in new housing transactions was not sustained, as the volume gradually returned to a more stable level after the first week, yet it remained at a relatively high level [5] Second-Hand Housing Market - The second-hand housing market exhibited a steady recovery, with weekly transaction volumes showing a gradual increase, reaching 5021 units in the fourth week post-policy [6] - The decrease in second-hand housing listings by 1453 units since September indicates improved market confidence among sellers, contributing to a better balance between supply and demand [6][9] - The increase in customer inquiries and property viewings suggests heightened market activity, with leading real estate agencies reporting a rise in engagement [6] Impact of Policy Changes - The policy's relaxation of purchase restrictions in the outer ring areas of Shanghai has significantly influenced market dynamics, with these areas accounting for 61% of new housing transactions and 51% of second-hand transactions in the city [7][8] - Following the policy change, the proportion of new housing transactions in the outer ring areas rose to 73.45%, marking a notable increase from the average of 61% [8] - The second-hand housing market in these areas also saw increased activity, with transaction proportions exceeding the annual average, indicating a revitalization of demand [8] Market Outlook - Despite the initial positive effects of the policy, market analysts remain cautious about the long-term impact, noting that similar past policies typically lead to temporary boosts in transaction volumes without sustained price increases [8] - The current high inventory levels in the second-hand housing market, with 356,549 listings as of September 26, pose challenges for a fundamental shift in supply-demand dynamics [9][10]

智通财经APP讯，龙湖集团(00960)发布公告，于2025年9月26日，根据有关2024年度末期股息的以股代 息计划发行及配发新股份5445.17万股。 ...

Group 1 - The company, Sanxiang Impression, announced the release of 30 million shares from pledge by its major shareholder, Huang Weizhi, who has a total of approximately 122 million pledged shares, accounting for 80.14% of her holdings [1] - As of the announcement date, Sanxiang Impression's market capitalization is 4.3 billion yuan [1] - For the first half of 2025, the company's revenue composition is as follows: real estate sales account for 78.68%, culture for 10.16%, property leasing for 5.58%, other industries for 4.68%, and construction for 0.91% [1]

格隆汇9月26日丨合肥城建(002208.SZ)在投资者互动平台表示，公司未间接持有蚂蚁金服股权。 ...

Investment Rating - The report indicates a positive outlook for the real estate industry, suggesting a stabilization and recovery trend in the market [3][8][9]. Core Insights - The central government has issued guidelines for high-quality urban development, emphasizing a shift from large-scale construction to improving existing stock, which is expected to guide the real estate sector towards a more sustainable and quality-focused growth phase [3][4][8]. - Local governments in major cities like Beijing, Shanghai, and Shenzhen have implemented policy adjustments to stimulate the real estate market, including easing purchase restrictions and enhancing financial support for homebuyers [5][6][7]. - The report highlights a trend of narrowing year-on-year declines in new home prices, while sales volumes and amounts continue to show significant year-on-year decreases, indicating ongoing pressure in the market [9][10]. Market Tracking Summary - The report notes that the real estate market is transitioning towards a model that prioritizes quality and efficiency, with a focus on urban renewal and the revitalization of existing resources [4][8]. - In August, the number of cities experiencing rising new home prices increased, although the overall trend remains downward, with significant year-on-year declines in sales area and sales amount [9][11]. - The report emphasizes that the ongoing adjustments in policies are expected to provide a supportive environment for market stabilization, particularly in the upcoming "Golden September and Silver October" period [8][9].

Group 1 - The A-share market opened lower on September 26, with the ChiNext Index down 0.42%, the Shenzhen Component Index down 0.38%, and the Shanghai Composite Index down 0.35% [1] - The MSCI China A50 Connect Index, which represents core leading assets, fell approximately 0.8% during the session, with leading stocks such as China Merchants Shekou, BYD, and China National Nuclear Power leading the decline [1] - The margin trading balance has been steadily increasing since last September, surpassing 2 trillion yuan on August 5 this year and remaining above this threshold for 37 consecutive trading days, with the balance exceeding 2.4 trillion yuan for the last three days [1] Group 2 - According to a report by Founder Securities, the continuous new highs in margin trading balance reflect an increase in market risk appetite, indicating a relatively loose liquidity environment in the A-share market [1] - Although the absolute scale of the margin trading balance has exceeded that of 2015, its proportion relative to the circulating market value and trading volume remains at historical mid-levels since 2016 [1] - The A50 ETF (159601) closely tracks the MSCI China A50 Connect Index, providing a packaged investment in 50 leading interconnected assets, making it a preferred choice for domestic and foreign funds [1]

今日各行业表现（截至上午收盘） （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 房地产 | 1.30 | 235.44 | 0.62 | 合肥城建 | 10.06 | | 国防军工 | 1.14 | 365.80 | 24.18 | 航宇科技 | 10.25 | | 石油石化 | 0.91 | 69.16 | 42.69 | 桐昆股份 | 7.59 | | 农林牧渔 | 0.90 | 109.44 | 13.32 | 生物股份 | 9.07 | | 钢铁 | 0.84 | 65.29 | -14.53 | 南钢股份 | 4.36 | | 环保 | 0.79 | 145.80 | -11.25 | 复洁环保 | 17.85 | | 有色金属 | 0.75 | 772.20 | -12.24 | 精艺股份 | 10.00 | | 汽车 | 0.67 | 942.29 | 12.23 | 迪生力 | 10.09 | | 基础化工 | 0.65 | ...

| 传媒 | | | | 果麦文化 | | | --- | --- | --- | --- | --- | --- | | 通信 | -1.60 | 605.21 | -20.24 | 线上线下 | -15.52 | | 电子 | -1.73 | 2197.22 | -19.47 | 立昂微 | -9.69 | | 计算机 | -1.83 | 880.69 | -24.66 | 初灵信息 | -8.16 | 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。 （文章来源：证券时报网） 证券时报·数据宝统计，截至上午10:28，今日沪指跌0.23%，A股成交量600.99亿股，成交金额10372.42 亿元，比上一个交易日减少12.58%。个股方面，2879只个股上涨，其中涨停40只，2407只个股下跌， 其中跌停5只。从申万行业来看，房地产、汽车、农林牧渔等涨幅最大，涨幅分别为1.29%、1.15%、 0.84%；计算机、电子、通信等跌幅最大，跌幅分别为1.83%、1.73%、1.60%。（数据宝） 今日各行业表现（截至上午10:28） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上 ...