板块题材上，培育钻石、煤炭开采加工、风电设备、中药、机场航运、工业金属、多元金融板块涨幅居前；智谱AI、文化 传媒、云班课、短剧游戏等AI应用方向跌幅居前。 A股三大指数今日集体调整，截至收盘，上证指数跌0.51%，深证成指跌0.78%，创业板指跌1.12%，北证50跌0.4%。沪深 京三市全天成交额16836亿元，较上日放量763亿元。全市场超3800只个股下跌。 盘面上，煤炭板块集体走强，大有能源、安泰集团、新大洲A封住涨停。风电设备板块午后维持高位震荡，大金重工、德 力佳涨停，中环海陆、飞沃科技跟涨。商业航天板块表现分化，航天动力盘中上演"地天板"，超捷股份、乾照光电、上海港湾 等股午后跳水领跌板块。此外，流感、多元金融、食品等板块轮动。另一方面，游戏传媒等AI应用方向表现不佳，福石控股大 跌10%，浙文互联、省广集团、元隆雅图跌幅居前。 ...

| 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 | 煤炭开采加工 | 2.05 | 1214.19 | 81.83 | 4.46 | 28 | ന | | 2 | 风电设备 | 1.95 | 395.06 | 72.63 | 7.48 | 20 | 8 | | 3 | 工业金属 | 1.72 | 2368.70 | 269.34 | 40.87 | 50 | 7 | | ব | 多元金融 | 1.36 | 482.65 | 39.84 | 2.06 | 22 | ব | | 5 | 小受寓 | 1.22 | 639.67 | 223.46 | 20.51 | 20 | 7 | | ଚ | 机场航运 | 1.17 | 559.61 | 27.57 | 2.77 | 10 | 2 | | 7 | 医药商业 | 1.16 | 774.86 | 89.67 | -4.70 | 24 | 8 | | 8 | 工程机械 ...

2025.12. 03 本文字数：1116，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日跌0.5% 截至午盘，沪指跌0.09%，深成指跌0.19%，创业板指跌0.5%。 10:57 商业航天概念盘中震荡回升，航天动力上演"地天板"，此前顺灏股份、中衡设计、银河电子涨 停。 | 重大事件 × | 商业航天 分时 最新: 1912.992 | 1.87% | | --- | --- | --- | | 1.61% | । ক্রিজ | | | 1.08% | 0.81% | | | 0.54% | 0.27% | | | 0.00% | 0.25% | | | 13 | 0.52% | 0.79% | | 1.06% | M | 1.32% | | 1.59% | n | 1.87% | | 量:4164761 | 指标说明 | 341776 | | 230698 | 115349 | | | | X10 | | 10:39 煤炭板块盘中逆势拉升，大有能源、新大洲A涨停，郑州煤电、华阳股份、辽宁能源、昊华能 源跟涨。 10:23 A股三大指数集体翻绿，创业板指盘初一度涨超1%，A ...

Market Overview - The three major indices collectively declined in early trading, with the Shanghai Composite Index down 0.09%, the Shenzhen Component down 0.19%, and the ChiNext Index down 0.5%, while the North Stock 50 rose by 0.59% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1,075.6 billion yuan, an increase of 19.5 billion yuan compared to the previous day [1] - Over 3,500 stocks in the market experienced declines [1] Sector Performance - The sectors showing the most significant gains included cultivated diamonds, coal mining and processing, wind power equipment, airport transportation, pharmaceutical retail, industrial metals, and the Hainan Free Trade Zone [1] - The coal sector saw a collective rise, with companies like Dayou Energy, Antai Group, and New Dazhou A hitting the daily limit [1] - The cultivated diamond sector also performed well, with Sifangda and Huifeng Diamond experiencing a 10% intraday increase [1] - The flu and pharmaceutical retail sectors remained active, with Haiwang Biological achieving six consecutive trading limits and Ruikang Pharmaceutical hitting the daily limit [1] Declining Sectors - Sectors such as gaming, film and television, and energy metals related to AI applications experienced significant declines, with Fushi Holdings dropping by 10% and Century Huatong, Xinghui Entertainment, and China Film also seeing notable decreases [1] - Energy metals, including lithium mining, faced downward pressure, with companies like Weiling Co., Shengxin Lithium Energy, and Tianqi Lithium all experiencing declines [1]

Market Overview - The A-share market experienced a reversal in afternoon trading, with all three major indices turning positive by the close. The Shanghai Composite Index closed at 3836.77 points, up 0.05%, with a trading volume of 715.54 billion yuan. The Shenzhen Component Index closed at 12585.08 points, up 0.37%, with a trading volume of 1012.23 billion yuan. The ChiNext Index closed at 2929.04 points, up 0.31%, with a trading volume of 476.22 billion yuan [1]. Sector Performance - The leading sectors in terms of gains included military equipment (up 5.38%), military electronics (up 4.62%), and cultural media (up 3.54%). The total trading volume for military equipment was 288.93 million hands, with a net inflow of 6.71 billion yuan [2]. - Conversely, sectors that saw declines included energy (down 3.39%), insurance (down 1.27%), and airport and shipping (down 1.13%). The energy sector had a trading volume of 58.12 million hands, with a net outflow of 0.20 billion yuan [2].

| 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 | 银行 | 1.15 | 6199.68 | 425.15 | 59.83 | 41 | 1 | | 2 | 説ぽ等運 | 0.87 | 838.43 | 414.66 | -3.13 | 6 | 7 | | 3 | 元件 | 0.82 | 1372.57 | 427.20 | -11.15 | 38 | 22 | | ব | 建筑材料 | 0.68 | 1339.09 | 133.75 | 9.11 | 46 | 24 | | 5 | 综 | 0.58 | 1132.18 | 131.83 | 0.96 | 8 | 10 | | 6 | 小金屋 | 0.46 | 767.18 | 238.65 | 3.96 | 13 | 13 | | 7 | 橡胶制品 | 0.33 | 197.65 | 43.50 | -2.65 | 8 | 12 | | 8 | ...

Group 1 - The coal mining and processing sector continues to experience a downward trend, with significant declines in stock prices for companies such as Antai Group and Dayou Energy, which both hit the daily limit down [1] - Yunmei Energy saw a drop of over 6%, while other companies like Shaanxi Black Cat, Zhengzhou Coal Electricity, and Baotailong also experienced declines [1]

Group 1 - The A-share market showed a rebound in technology stocks, particularly in AI-related concepts, while the lithium battery industry experienced a correction [1] - The Shanghai Composite Index fell by 0.81%, the Shenzhen Component Index decreased by 0.92%, and the ChiNext Index dropped by 1.16% [1] - AI application stocks performed well, with Fushi Holdings hitting the daily limit, Meideng Technology rising over 22%, and Vision China also reaching the daily limit [1] Group 2 - The coal sector faced a collective adjustment, with the coal mining and processing sector declining by 4.59% [1] - Individual stocks such as Yunmei Energy and Baotailong hit the daily limit down [1] - Yunmei Energy announced that it did not find any media reports or market rumors that could significantly impact its stock price, and it reported negative net profits for both 2024 and the first nine months of 2025 [1] Group 3 - Shanxi Securities' research report indicated that with the implementation of "anti-involution" policies, the expected increase in domestic coal supply is limited, providing downward support for coal prices [1] - The demand is expected to rise in the fourth quarter due to seasonal factors, leading to an optimistic outlook for coal prices [1] - The coal industry's performance in the fourth quarter may surpass that of the third quarter, suggesting potential value for allocation in the sector [1]

Market Overview - The A-share market saw a rebound in technology stocks today, particularly in AI-related concepts, while the lithium battery industry experienced a pullback. The Shanghai Composite Index fell by 0.81%, the Shenzhen Component Index dropped by 0.92%, and the ChiNext Index decreased by 1.16% [2] - In the Asia-Pacific market, both the Japanese and South Korean stock markets closed down over 3%, with the Nikkei 225 index falling by 3.22% to 48,702.98 points and the KOSPI dropping by 3.32% to 3,953.62 points [4] AI and Battery Sector Performance - The AI application sector rose against the trend, with Fu Shi Holdings hitting the daily limit up, Meideng Technology increasing by over 22%, and Vision China also reaching the daily limit up. Conversely, the battery sector faced adjustments, with Huasheng Lithium Battery declining by over 17% and several other stocks dropping more than 10% [3] Coal Sector Adjustments - The coal sector collectively adjusted, with the coal mining and processing sector falling by 4.59%. Notable individual stock declines included Yunmei Energy and Baotailong hitting the daily limit down [6][7] - Yunmei Energy reported a stock trading anomaly but confirmed no significant changes in its operations, with projected net profits for 2024 and the first nine months of 2025 expected to be negative. An Tai Group also noted that its stock price had risen significantly, indicating potential irrational market behavior [9] Company-Specific Developments - Huaxia Happiness experienced a "four consecutive limit up" situation, closing with a market value of 12.954 billion yuan. The company announced it had received a court decision appointing a temporary management team for its pre-restructuring period, although the acceptance of its restructuring application remains uncertain [10]

Market Performance - The AI application sector saw a counter-trend rise, with Fushi Holdings (300071) hitting the daily limit up, Meideng Technology rising over 22%, and Vision China (000681) also reaching the daily limit up [1] - The coal sector experienced a collective adjustment, with the coal mining and processing sector dropping by 4.59%, and individual stocks like Yunmei Energy and Baotailong hitting the daily limit down [5][1] - The popular stock Huaxia Happiness (600340) achieved a "four consecutive limit up," closing with over 260,000 orders, making it the most popular stock on the Tonghuashun A-share list [9][1] Japanese Market Concerns - Japanese media and experts express concerns over deteriorating Sino-Japanese relations, which may further impact Japan's economy already facing downward pressure, potentially leading to negative growth in Q4 [4] - The Tokyo stock market saw a sell-off in tourism-related stocks, including department stores, transportation, and consumer goods, due to fears of reduced visitors from China [4] Coal Sector Analysis - Antai Group (600408) announced that its stock price had risen significantly, exceeding the Shanghai Composite Index's growth, indicating potential irrational market speculation [8] - The company reported negative net profits for 2023, 2024, and the first three quarters of 2025, raising concerns about the overall profitability of the coal industry [8] - Shanxi Securities' research report suggests limited expectations for increased domestic coal supply, with optimistic price expectations due to seasonal demand in Q4 [8] Company Announcements - Huaxia Happiness announced it received a court decision appointing a temporary management team for its pre-restructuring period, with significant uncertainty regarding the acceptance of its restructuring application [11] - Yunmei Energy reported no significant changes in its operations despite recent stock price fluctuations, with projected negative net profits for 2024 and the first nine months of 2025 [5][8]