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粤开市场日报-20251210
Yuekai Securities· 2025-12-10 08:12
Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index down by 0.23% closing at 3900.50 points, while the Shenzhen Component Index rose by 0.29% to 13316.42 points. The ChiNext Index fell by 0.02% to 3209.00 points [1][10] - Overall, there were 2433 stocks that rose and 2841 stocks that fell, with a total trading volume of 177.85 billion yuan, a decrease of 125.4 billion yuan from the previous trading day [1][10] Industry Performance - Among the Shenwan first-level industries, real estate, commercial retail, social services, telecommunications, and non-ferrous metals saw the highest gains, with increases of 2.53%, 1.97%, 1.22%, 1.21%, and 1.04% respectively. Conversely, banking, electric equipment, and computer sectors experienced declines of 1.58%, 0.87%, and 0.63% respectively [1][10] Concept Sector Performance - The leading concept sectors today included Hainan Free Trade Port, selected cement manufacturing, selected real estate, duty-free shops, semiconductor silicon wafers, optical communication, optical modules, optical chips, excavators, outbound tax refunds, lithium mines, vocational education, gold and jewelry, biological breeding, and semiconductor materials [2]
交易所债券市场收盘,万科债大幅反弹
Ge Long Hui A P P· 2025-12-10 07:47
Core Viewpoint - Vanke's domestic bonds have seen significant price increases, indicating strong market performance and investor confidence in the company's financial health [1] Group 1: Bond Performance - Vanke's bond "21 Vanke 06" rose over 42% [1] - Bond "23 Vanke 01" increased by more than 40% [1] - Bond "21 Vanke 04" saw a rise of over 35% [1] - Bond "22 Vanke 02" increased by more than 30% [1] - Bond "21 Vanke 02" rose by over 28% [1] - Bond "22 Vanke 04" increased by more than 24% [1]
收评:三大指数涨跌不一 房地产板块午后大涨
Jing Ji Wang· 2025-12-10 07:37
盘面上,海南板块全天强势,神农种业20%涨停,罗牛山等多股涨停;房地产板块午后爆发,世联 行、万科A等涨停;教育板块午后异动,中公教育涨停。此外,免税店、贵金属、零售、影视院线、工 程机械、多元金融等概念涨幅居前,贸易、银行、消费电子、培育钻石等板块跌幅居前。 中国经济周刊-经济网讯 截至收盘,上证综指报3900.50点,跌幅0.23%,成交额7303.60亿元;深证 成指报13316.42点,涨幅0.29%,成交额10481.45亿元;创业板指报3209.00点,跌幅0.02%,成交额 4890.59亿元。 编辑:何颖曦 ...
688元→797.97元 “山顶资本”都解套了!今天谁在爆拉摩尔线程?
Mei Ri Jing Ji Xin Wen· 2025-12-10 07:23
12月10日,市场探底回升,三大指数涨跌不一,深成指、创业板指盘中先后翻红,创业板指此前一度跌 超2%。截至收盘,沪指跌0.23%,深成指涨0.29%,创业板指跌0.02%。 板块方面,海南、贵金属、零售等板块涨幅居前,培育钻石、银行、有机硅等板块跌幅居前。 全市场超2800只个股下跌。沪深两市成交额1.78万亿元,较上一个交易日缩量1254亿。 和上周类似,今天A股处于"周中缩量回调"节奏,科技题材表现偏弱,但显然并不包括"国产GPU第一 股"摩尔线程。 上市首日,许多人以为688元会是"X年大顶",却没料到,仅过去3个交易日,其股价高点就再度刷新至 797.97元。 这意味着,第一批"山顶资本"如果有足够耐心,是可以解套甚至大赚离场的。只不过,从周一周二合计 65.69%的换手率来看,多数人没能撑到今天。 那么问题来了:今天是谁在爆买摩尔线程?又出于什么理由呢? (当然,我们还可以问,新晋"山顶资本"短期还能解套吗?) 首先,我们认为其目前的走势仍由短线资金主导。 而短线来看,科创板芯片股有历史行情可以"刻舟求剑"。 2020年7月20日寒武纪上市时,也曾在第四个交易日创出阶段新高,并且现在看来,当时这些 ...
收盘丨创业板指探底回升微跌0.02%,海南、房地产板块集体走强
Di Yi Cai Jing· 2025-12-10 07:16
沪深两市成交额1.78万亿,较上一个交易日缩量1254亿。全市场超2800只个股下跌。 12月10日,A股三大指数涨跌互现。截至收盘,沪指跌0.23%,深成指涨0.29%,创业板指跌0.02%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 100 W | 3900.50c | -9.03 | -0.23% | | 399001 | 深证成指 | Imar | 13316.42c | 39.06 | 0.29% | | 399006 | 创业板指 | 10 | 3209.00c | -0.60 | -0.02% | 盘面上,地产股午后异动上涨,万科A涨停;教育、CPO、半导体题材午后拉升,海南自贸区、零售板块全天强势。光伏、超硬材料、服 务器、银行板块调整。 具体来看,房地产板块午后走强,万科A、华夏幸福、世联行等多股涨停。 【资金流向】 主力资金全天净流入商贸零售、房地产、农牧饲渔等板块,净流出消费电子、通信、银行等板块。 | 代码 | | 涨幅号 | 现价 | | --- ...
万科首个展期债券“22万科MTN004”的债权人大会今日召开 将讨论债券展期事宜
Xin Lang Cai Jing· 2025-12-10 06:57
【万科首个展期债券"22万科MTN004"的债权人大会今日召开 将讨论债券展期事宜】智通财经12月10日 电,据上证报报道,12月10日,万科首个展期债券"22万科MTN004"的债权人大会召开,将讨论债券展 期事宜。一位券商人士表示,此次债权人大会对于万科纾困而言十分重要。此次会议共有三个议案,较 此前市场预期版本,新增两个议案,有利于各方达成统一共识。 转自:智通财经 ...
山东省价格认证中心赴济南开展房地产市场调研工作
Zhong Guo Fa Zhan Wang· 2025-12-10 06:51
Group 1 - The research team from Shandong Province conducted an investigation into the current real estate market situation in Jinan City, focusing on real estate development companies, intermediaries, and rental companies [1][3] - Recommendations were made to promote the construction of "good houses," enhancing housing planning, design, construction, and operation levels [3] - The report emphasizes the need to refine support policies, standards, and technical systems, while improving infrastructure, expanding financing channels, and optimizing fund supervision [3] Group 2 - The aim is to create high-quality residential demonstration areas that are "safe, comfortable, green, and smart" [3] - Suggestions include optimizing the housing supply structure, regulating second-hand housing transactions, and developing the rental market [3] - The report advocates for establishing a sustainable urban renewal model and promoting "old-for-new" exchanges to balance supply and demand in the housing market [3]
【盘中播报】10只A股跌停 银行行业跌幅最大
证券时报·数据宝统计,截至下午13:59,今日沪指跌0.48%,A股成交量943.34亿股,成交金额14233.57 亿元,比上一个交易日减少8.86%。个股方面,1875只个股上涨,其中涨停50只,3405只个股下跌,其 中跌停10只。从申万行业来看,房地产、商贸零售、农林牧渔等涨幅最大,涨幅分别为2.06%、 1.84%、0.62%;银行、电力设备、计算机等跌幅最大,跌幅分别为1.74%、1.23%、1.09%。 (文章来源:证券时报网) 今日各行业表现(截至下午13:59) | 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 | 2.06 | 258.46 | 38.00 | 世联行 | 10.07 | | 商贸零售 | 1.84 | 294.99 | 13.65 | 永辉超市 | 10.11 | | 农林牧渔 | 0.62 | 232.03 | 15.08 | 神农种业 | 20.07 | | 轻工制造 | 0.60 | 271.64 | 12.87 | ...
戴德梁行:预计明年香港楼价升幅约5% 租金升幅放缓至3%
Zhi Tong Cai Jing· 2025-12-10 06:33
Core Viewpoint - The Hong Kong residential market is expected to maintain transaction volumes similar to this year, with property prices projected to increase by approximately 5% in the coming year [1][2] Group 1: Residential Market Trends - The overall residential property price index recorded a 3.3% increase from March to October, indicating a recovery from the earlier downturn, with a year-to-date increase of 1.8% [1] - The residential rental index has risen by 4% year-to-date, driven by demand from foreign professionals and non-local students, which supports both transaction volumes and prices [1] - The number of residential sale agreements has exceeded 5,000 for nine consecutive months since March, with an estimated 16,400 transactions in Q4, representing a 9% year-on-year increase and a total of approximately 62,000 transactions for the year, up 17% year-on-year [2] Group 2: Market Dynamics and Future Outlook - The reduction in interest rates by banks following the Federal Reserve's lead has lowered entry barriers and borrowing costs, further stimulating residential demand [2] - Developers have been actively launching new projects to reduce inventory, with approximately 33% of total residential transactions in the first ten months being new sales [2] - The luxury property market is expected to see increased activity, potentially influencing the mid-sized market as well, with a gradual start to the "upgrade" market anticipated next year [2]
万科涨停
财联社· 2025-12-10 06:01
万科多只境内债涨超30% 万科境内债"23万科01"、"21万科06"、"21万科04"均涨超30%,"22万科02"涨超29%,"22万科04"涨超23%。 下载财联社APP获取更多资讯 7x24h电报 头条新闻 VIP资讯 实时盯盘 今日午后, 万科A直线拉升封涨停, 封单金额超27亿。此外, 港股内房股走高,万科企业涨超17%,融信中国、融创中国涨超12%,世茂集 团涨11%,中国金茂涨逾9%,碧桂园涨超5%。 | 5.25 | | 所属行业:房地产 +1.89% > | | 查看所属板块 > | | | --- | --- | --- | --- | --- | --- | | +0.48 +10.06% | | 房地产概念 | | 房屋租赁 | | | | | +1.70% 最相关 | | +2.53% | | | 今 开 | 4.76 | 最 高 | 5.25 | 成交量 | 402万手 | | 昨 收 | 4.77 | 最 低 | 4.70 | 成交额 | 20.0亿 | | 市图" | -1.68 | 换手率 | 4.13% | 总市值 | 626亿 ▲ | | 分时 | 五日 目K | | ...