医药商业
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收评:三大指数涨跌不一 军工电子板块领涨
Zhong Guo Jing Ji Wang· 2025-12-31 07:25
(责任编辑:田云绯) 中国经济网北京12月31日讯 A股三大指数今日涨跌不一。截至收盘,上证综指报3968.84点,涨幅0.09%, 成交额8295.12亿元;深证成指报13525.02点,跌幅0.58%,成交额12156.30亿元;创业板指报3203.17点,跌幅 1.23%,成交额5436.92亿元。 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量(万手) = 总成交额(亿元)▼ | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 军工电子 | 2.60 | 2748.97 | 714.66 | 19.62 | 54 | 7 | | 2 | 机场航运 | 2.54 | 1528.46 | 78.85 | 11.55 | 11 | N | | ന | 文化传媒 | 2.18 | 3908.25 | 446.42 | 54.71 | 75 | ਰੇ | | ব | 教育 | 1.76 | 729.33 | 46.46 | 0.99 | 14 | 2 | | 5 | 幸工装备 | 1.6 ...
A股收评:2025年收官日三大指数涨跌不一,创业板指跌逾1%全年累涨近50%,卫星互联网、商业航天板块走强
Ge Long Hui· 2025-12-31 07:13
2025年最后一个交易日,A股三大指数今日涨跌不一;截至收盘,沪指涨0.09%报3968点,深证成指跌0.58%,创业板指跌1.23%;2025年,上证指数、深证 成指、创业板指涨幅分别为18.41%、29.87%、49.57%。今日全市场成交额2.07万亿元,较前一交易日缩量956亿元,逾2700股下跌。 盘面上,卫星互联网板块爆发,中国卫星、中国卫通及航天电子等多股涨停;商业航天板块继续强势,久之洋、航天晨光等多股涨停;AI应用端集体走 高,Kimi概念、AI语料、智谱AI及Sora概念等涨幅居前,掌阅科技、蓝色光标等多股涨停;快手概念、航空机场、大飞机及6G概念等涨幅居前。另外,医 药商业板块下挫,鹭燕医药跌停;刀片电池板块走低,鹏辉能源领跌;液冷概念走势低迷,川润股份跌停;贵金属、噪声防治及船舶制造等板块跌幅居前。 (格隆汇) | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3968.84 | 13525.02 | 1440.4 | | +3.72 +0.09% -79.04 -0.58% -10.21 -0 | | | | 科创50 | 创业板指 | 万得全 ...
午评:创业板指半日跌超1%,商业航天、AI应用方向持续爆发
Xin Lang Cai Jing· 2025-12-31 03:34
三大指数早盘集体下跌,截至午盘,沪指跌0.07%,深成指跌0.67%,创业板指跌1.1%,北证50指数跌 0.35%,沪深京三市半日成交额13249亿元,较上日放量210亿元。全市场超3000只个股下跌。板块题材 上,AI智能体、商业航天、跨境支付、房地产、量子科技概念股涨幅居前;化学纤维、造纸、白酒、 化肥、猪肉、液冷服务器板块跌幅居前。盘面上,商业航天板块再度爆发,泰尔股份5连板,雷科防 务、宏英智能3连板,长江通信、北斗星通、城建发展、烽火通信涨停。AI应用方向延续活跃,蓝色光 标20cm涨停创10年新高,掌阅科技、德生科技封板。另一方面,医药商业板块早盘下挫,鹭燕医药盘 中闪崩跌停,达嘉维康、合富中国、药易购跟跌。电池产业链震荡下探,海科新源、欣旺达、铜冠铜箔 跌幅居前。 ...
人民同泰:公司属于医药流通企业
Zheng Quan Ri Bao· 2025-12-30 12:07
Core Viewpoint - The company, Renmin Tongtai, emphasizes its differentiated competitive advantage through a "wholesale and retail integrated" business model in the pharmaceutical distribution industry [2] Company Overview - Renmin Tongtai operates as a pharmaceutical distribution enterprise, primarily selling chemical drugs, traditional Chinese medicine, and biological products [2] - The company also markets medical devices, traditional Chinese medicine pieces, health foods, daily necessities, glass instruments, and chemical reagents [2] Market Strategy - The company leverages its regional market scale and channel coverage advantages to ensure drug supply and serve public health [2]
人民同泰:截至2025年9月30日公司普通股股东总户数为27745户
Zheng Quan Ri Bao· 2025-12-30 12:07
Group 1 - The company, Renmin Tongtai, reported that as of September 30, 2025, the total number of ordinary shareholders was 27,745 [2]
海王生物:拟转让河南东森医药有限公司股权
Mei Ri Jing Ji Xin Wen· 2025-12-30 12:00
Group 1 - The core point of the article is that Haiwang Biological announced a share transfer agreement where its subsidiary, Henan Haiwang Group, will sell 100% of its stake in Henan Dongsen for approximately 248 million yuan [1] - After the completion of the share transfer, Henan Huicheng will hold 100% of Henan Dongsen's shares, and Henan Haiwang Group will no longer have any equity interest in Henan Dongsen [1] - Following this transaction, Henan Dongsen will no longer be included in the consolidated financial statements of the company [1]
医药商业板块12月30日跌0%,塞力医疗领跌,主力资金净流入2.58亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-30 09:00
从资金流向上来看,当日医药商业板块主力资金净流入2.58亿元,游资资金净流出3.12亿元,散户资金净 流入5460.94万元。医药商业板块个股资金流向见下表: | 代码 | 名称 | | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603122 | 合富中国 | | 2.86 Z | 11.59% | -1.93 Z | -7.83% | -9266.61万 | -3.76% | | 000411 | 英特集团 | | 1.34亿 | 24.53% | -6823.18万 | -12.48% | -6589.02万 | -12.05% | | 000078 海王生物 | | | 1881.48万 | 3.76% | -1056.56万 | -2.11% | -824.92万 | -1.65% | | 300937 | 药易购 | | 1636.18万 | 3.76% | -416.43万 | -0.96% | -1219. ...
人民同泰(600829.SH):截至目前,公司互联网医院项目尚处于建设阶段
Ge Long Hui· 2025-12-30 08:32
格隆汇12月30日丨人民同泰(600829.SH)在投资者互动平台表示,截至目前,公司互联网医院项目尚处 于建设阶段,暂未正式投入运营。 ...
光控资本:A股大盘仍以结构性行情为主
Sou Hu Cai Jing· 2025-12-30 06:37
Group 1 - The A-share market experienced a volatile adjustment on Monday, with the Shanghai Composite Index achieving nine consecutive days of gains, indicating strong market enthusiasm for buying [1][3] - The market is expected to see continued improvement in liquidity and trading activity due to year-end and early-year reallocation demands and capital inflows [1] - Short-term market focus is on the selection of the new Federal Reserve chair and the implementation of domestic monetary and fiscal policies [1][2] Group 2 - On Monday, the A-share market faced resistance after a rise, with sectors such as banking, petrochemicals, wind power equipment, and software development performing well, while sectors like power metals, pharmaceutical commerce, batteries, and electricity lagged [2] - The domestic monetary policy is anticipated to maintain a stance of "moderate easing," with expectations that the Federal Reserve will continue its rate-cutting cycle into 2026, contributing to a more relaxed global liquidity environment [2] - The recent strengthening of the RMB has increased the attractiveness of RMB assets, likely aiding in capital inflows [2] Group 3 - The A-share market has shown structural trends, with over 3,000 stocks declining for two consecutive trading days, indicating a need for investors to pay attention to the sustainability of hot themes and the rotation rhythm among sectors [3] - Despite the upward trend in the index, there is a caution against potential technical adjustments following continuous gains, but the upcoming "spring rally" may present thematic investment opportunities [3] - In the medium term, as recent domestic and international macro events settle, macro factors' influence on the market is expected to diminish, with valuation and liquidity becoming the dominant factors [3]