11月25日，A股三大指数集体上涨，截至午间收盘，沪指涨1.13%，深证成指涨2.04%，创业板指涨2.60%重返 3000点上方。全市场半日成交11831亿元，较上个交易日同期放量1506亿元。全市场近4900只个股上涨。 盘面上，CPO板块持续走强，光库科技等"20cm"涨停封板。PCB概念早盘活跃，沪电股份等涨停封板。商业航 天持续走强，航天环宇（688523）"20cm"涨停，走出两连板。水产板块调整，中水渔业、獐子岛开盘1分钟跌 停。 商业航天持续走强 中水渔业24日晚间发布风险提示称，公司近期股票波动严重异常，可能存在非理性交易行为，交易风险较高， 存在股价大幅上涨后回落的风险。公司提醒广大投资者，应当切实提高风险意识，防范概念炒作，谨慎决策， 注意投资风险。截至2025年11月24日，公司滚动市盈率85.29倍，市净率为14.83倍，公司当前的市盈率、市净 率与同行业平均水平存在较大差异。公司目前生产经营活动正常，不存在应披露未披露的信息。 水产股纷纷走弱，獐子岛也在开盘1分钟内跌停。24日晚间，公司发布异常波动公告称，公司股票于11月21 日、11月24日连续2个交易日累计涨幅偏离值为22.9 ...

A股三大指数集体上涨，截至午盘，沪指涨1.13%，深成指涨2.04%，创业板指涨2.60%，北证50指 数涨1.65%，沪深京三市半日成交额11831亿元，较上日放量1506亿元。全市场超4800只个股上涨。AI 硬件方向全线反弹，CPO概念爆发，玻纤、液冷、覆铜板概念同步大涨，AI应用、商业航天概念持续活 跃；水产股大跌，民航、白酒表现低迷。 ETF方面，AI硬件板块暴力反弹，创业板人工智能ETF大成、银华基金5GETF、创业板人工智能 ETF华夏分别涨5.19%、5%和4.97%。科创板小盘股涨幅居前，易方达基金成长ETF、科创200ETF易方 达分别涨4.5%和4.37%。 跨境ETF跌幅居前，沙特ETF、日本东证指数ETF和法国CAC40ETF分别跌1.17%、0.68%和0.5%。 中船系调整，交运ETF跌0.19%。 （责任编辑：郭健东 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

此外，受到高市早苗错误言论引发中日关系紧张的波及，一些中日间商业交流活动被按下暂停键。路透 社日前报道称，日本贸易振兴机构（JETRO）称，原计划与中国方面合作举办的二十余项活动被取消， 该机构理事长石黑宪彦担忧，类似情况预计还会出现。 《朝日新闻》评论称，高市早苗发表涉台言论至今已过去两周，日中关系持续恶化。文章写道，中国已 郑重提醒公民避免前往日本，并通知日方暂停进口日本水产品，如果中方继续采取行动，日本经济将遭 受重创，"应尽一切努力阻止这一恶性循环"。 日本前首相石破茂23日在一档电视节目中表示，自1972年时任首相田中角荣访华推动实现日中邦交正常 化以来，"历届日本政府在处理日中关系时一直都是'小心、小心、再小心'"。现政府应充分认识到日本 长期以来的基本立场，在今后的政策推进中保持慎重。 另据日媒23日报道，中方拒绝日方关于在明年1月举行中日韩领导人会议的提议。中国外交部发言人毛 宁24日在例行记者会上对此表示，中日韩三方并没有就第十次中日韩领导人会议的会期达成共识。近 期，日本领导人在涉台问题上公然发表错误言论，损害了中日韩合作基础和氛围，导致当前不具备举行 中日韩领导人会议的条件。 【环球时报 ...

【导读】 A 股三大股指高开，国防军工板块集体走强 中国基金报记者 张舟 大家好，新的一周开始了，基金君和你一起关注今天早盘的市场行情。 11 月 24 日， A 股三大股指集体高开，沪指开盘报 3848.66 点，涨 0.36% ，深证成指涨 0.53% ，创业板指涨 0.9% 。 截至发稿，沪深两市交易额突破 5000 亿元， A 股三大股指有所回调。 从板块看，国防军工、风电设备、可控核聚变板块领涨，中船系、光模块（ CPO ）、水产、 培育钻石概念股板块拉升；而此前涨幅明显的锂矿、两岸融合、摩尔线程、贵金属概念板块 出现回调。 国防军工板块盘初拉升 11 月 24 日开盘， A 股军工装备板块盘初拉升，领涨市场。卫星互联网、商业航天、军工信 息化等概念板块纷纷拉涨。 | 代码 | 名称 | 现价 | 涨跌幅▼ | 总市值1 年初至今涨跌 | | | --- | --- | --- | --- | --- | --- | | 688523 | 航天环宇 | 29.77 | 19.99% | 121亿 | 48.85% | | 002413 | 雷科防务 | 6.37 | 10.02% | 84亿 | 4 ...

| 代码 名称 | 现价 | | 涨跌幅▼ | | | --- | --- | --- | --- | --- | | 688523 航天环宇 | 29.77 | 19.99% | 121亿 | 48.85% | | 002413 雷科防务 | 6.37 | 10.02% | 84亿 | 46.10% | | 603131 上海沪工 | 27.28 | 8.25% | 87亿 | 60.84% | | 300455 航天智装 | 24.34 | 5.83% | 175亿 | 87.95% | | 300395 菲利华 | 72.49 | 4.23% | 379亿 | 93.33% | | 920961 创远信科 | 23.98 | 4.03% | 34亿 | 62.16% | | 002977 天箭科技 | 36.19 | 3.99% | 43亿 | 33.61% | 个股方面，航天环宇20cm涨停，雷科防务（002413）10cm涨停，成电光信、中国海防（600764）、佳驰科技、智明达等跟涨。 大家好，新的一周开始了，基金君和你一起关注今天早盘的市场行情。 11月24日，A股三大股指集体高开，沪指开盘报3 ...

新京报讯（记者王思炀）11月22日，新京报记者获悉，2025水产品大会近期在山东威海举办。本届大会由中国水产流通与加工协会 和威海市海洋发展局共同主办，以"研判市场变化 洞察发展趋势"为主题，聚焦水产行业的宏观经济生态构建、绿色转型发展、国际 贸易挑战、产销模式创新、品牌战略升级、产业链责任实践等核心议题，帮助水产行业把握政策方向、洞悉市场动态。 "形势洞察与产业前瞻"主报告环节，中国水产流通与加工协会会长崔和就"国内外水产品市场变化对产销格局的影响"作报告。他指 出，过去30年，中国水产业实现集群发展，成为世界上水产品经营企业数量最多、成长最快、品类最全、活跃度最高的市场主体。 2024年，面对水产品出口竞争力下降，内销重要性凸显，在进口冲击下，产业要做出调整。 编辑 唐峥 校对 赵琳 中国工程院院士、中国海洋大学教授薛长湖认为，水产品已成为全球第三大食用蛋白来源，更是居民平衡膳食结构的重要组成。大 食物观背景下，构建多元化的食物供给体系是保障食物安全的重要途径。未来，应进一步加强功能性食品研发加工，促进水产品加 工业由量的增加，向资源利用率高、产品附加值高、产品品质可控、生态环境友好的质的提升转变。 挪威 ...

Market Overview - A-shares experienced the largest correction in the second half of the year on November 21, with the Shanghai Composite Index closing at 3834.78, down 2.41% after falling below 3900 points [1] - The total market saw 5072 stocks decline, with 99 hitting the daily limit down, while only 354 stocks rose, with 33 hitting the daily limit up [5] Sector Performance - The agricultural, animal husbandry, and fishery sectors showed resilience, with the aquaculture concept continuing its strong momentum, exemplified by Zhongshui Fishery achieving six consecutive limit-ups [5] - The military industry sector showed a notable recovery, particularly stocks related to China Shipbuilding, with Jiuzhiyang hitting the limit up and closing with a 15.63% increase [5] Technology Sector - The technology sector faced significant declines, particularly in semiconductor, storage chip, new energy, and lithium battery stocks, with leading stock Cambrian Technology dropping 5.54%, resulting in a market value loss of 30 billion [6] - The overall sentiment in the market towards technology stocks has turned bearish, with a notable sell-off occurring [6] Market Sentiment and Future Outlook - Following a peak of 4034 points on November 14, the Shanghai Composite Index has corrected approximately 200 points, raising questions about the sustainability of the current market rally [7] - Analysts suggest that the recent market fluctuations are influenced by global market trends, particularly the significant drop in U.S. stocks, but they maintain a long-term bullish outlook for A-shares, with a potential comprehensive bull market by 2026 [7] - The chief economist at Qianhai Kaiyuan Fund believes that the market will see a "confidence reassessment bull" in 2025, with expectations for corporate earnings and AI advancements to exceed forecasts [7] Investment Strategy - In light of the current market conditions, it is advised to focus on technology leaders with genuine technological breakthroughs and sustainable performance, while being cautious of speculative stocks that lack solid fundamentals [10]

Overall Market Performance - A-shares experienced a significant decline, with the Shanghai Composite Index falling by 2.45% to 3834.89 points, the Shenzhen Component down by 3.41%, and the ChiNext Index dropping by 4.02% [3] - The total trading volume for A-shares reached 1.98 trillion yuan, an increase from the previous day's 1.72 trillion yuan [3] Sector Performance - Over 5000 stocks in the market declined, with the lithium battery supply chain experiencing a sharp downturn, particularly the lithium mining index [4] - Nearly 20 stocks, including Jiangte Electric, Tibet Summit, Jinyuan Co., Shengxin Lithium Energy, Rongjie Co., and Ganfeng Lithium, hit the daily limit down [4] - Conversely, the shipbuilding sector saw gains, with Jiuzhiyang rising over 15%, and other companies like China Shipbuilding Defense and Kunshan Intelligent also following suit [4] - Some seafood stocks were active, with companies like Zhangzidao and Zhongshui Fishery reaching the daily limit up [4] Market Outlook - The primary catalyst for today's A-share adjustment stemmed from overseas markets, particularly the reinforced expectation of the Federal Reserve maintaining high interest rates, with the probability of a rate cut in December dropping from 50% to about one-third [6] - The U.S. stock market experienced a sharp decline, with the Nasdaq index falling by 2.15%, and despite Nvidia's better-than-expected earnings, it still dropped by 3.15%, leading to significant losses among other tech giants like AMD and Oracle [6] - This panic sentiment spread to Asian markets, with the Nikkei 225 index down by 2.32% and the Korean Composite Index down by 3.42%, impacting A-shares from the opening [6] - Internal factors further amplified market volatility, with a high limit-down rate of 49% and a prevailing cautious sentiment among investors [6] - The adjustment in A-shares is attributed to a combination of internal and external pressures, but signals of policy support and the inherent resilience of A-shares provide medium to long-term support [6] - The market is expected to enter a phase of consolidation in the short term, with investors advised to focus on performance certainty and policy direction while managing risks to seize structural opportunities [6]

Group 1 - The Shenzhen Stock Exchange issued a regulatory letter to Guolian Aquatic Products, highlighting that its controlling shareholder, Xinyu Guotong Investment Management Co., Ltd., misappropriated funds amounting to 7.8 million yuan in September 2024, which were fully returned in November 2024 [1] - The company’s revenue composition for the first half of 2025 indicates that the aquatic industry accounted for 97.65% of total revenue, while feed revenue and other industries contributed 1.21% and 1.13% respectively [1] - As of the report date, Guolian Aquatic Products has a market capitalization of 5.3 billion yuan [2]

全市场规模最大的债券ETF突破700亿元 截至11月20日，作为全市场规模最大的债券ETF，短融ETF（511360）规模已突破700亿元。3月份以 来，短融ETF（511360）规模快速攀升。Wind数据显示，3月3日，短融ETF（511360）的规模仅为 252.33亿元。过去8个多月的时间里，该ETF的规模增长了400多亿元。（中证金牛座） 私募仓位再度刷新年内新高 私募排排网最新数据显示，截至11月14日，股票私募仓位指数达81.13%，较11月7日大幅提升1.05个百 分点。拉长时间来看，该指数已经连续3周站稳80%关口，并持续刷新年内新高。分规模来看，头部私 募攻势更猛。据私募排排网统计，截至11月14日，百亿级私募仓位指数达87.07%，相较于11月7日提高 近8个百分点。 (上海证券报) 各家黄金珠宝品牌今日单克足金饰品价格调整幅度分化 11月21日，多家黄金珠宝品牌公布的境内足金饰品价格较前一日仍在1300元/克左右，但价格调整幅度 出现分化。具体而言，11月21日，周生生足金首饰境内价格为1295元/克，单克较前一日下跌12元；老 庙黄金上海区域足金饰品价格为1298元/克，单克较前一日下 ...