本周多家券商策略看好开门红行情。主题与业绩双线作战，也被普遍提及。 | | | 一周策略前瞻 | | | --- | --- | --- | --- | | 券商/分析师 结论 | 逻辑 | | 关注板块 | | 兴证策略 张启尧 | 开门红可期,1月两个潜在变化 | 首先,支撑前期躁动的流动性因素,在1月仍 在后看,随着业绩预告进一步为最气线 | | | | 具备一定延续性并有望进一步深化。如险资 | | 索提供指引,后续市场的上涨结构也有 | | | "开门红"预期下,中长期资金入市值得期 | | 望进一步扩散,而对于前期基本面支撑 | | | 待。年末业绩考核期过后机构资金风险偏好 | | 偏弱的主题板块也需要阶段性警惕调整 | | | 抬升,开启新一年布局等。 | | 风险。 | | | 并且,前期人民币升值为流动性和风险偏好 | | 高景气的上游算力硬件(通信设备、元 | | | | 创造的偏暖环境,在1月仍有进一步演绎的空 件、半导体);新能源（光伏设备、电 | | | | 间，汇率市场与资本市场的春季躁动行情有 | | 池、风电设备）、军工（航海装备）、 | | | 望形成共振。 | | 汽车 ...

证券之星消息，12月26日航海装备板块较上一交易日下跌0.37%，江龙船艇领跌。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。航海装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300065 | 海兰信 | 18.41 | 0.82% | 53.55万 | 9.91亿 | | 300008 | 天海防务 | 7.88 | 0.38% | 117.66万 | 9.32亿 | | 601890 | 亚星锚链 | 10.32 | 0.10% | 30.81万 | 3.19亿 | | 600685 | 中船防务 | 28.50 | 0.07% | 21.06万 ﮨﮯ | 5.98 亿 | | 300600 | 国瑞科技 | 14.89 | -0.20% | 6.57万 | 9734.60万 | | 600150 | 中国船舶 | 33.68 | -0.47% | 44.91万 | 15.14亿 | | 600764 | 中国海 ...

证券之星消息，12月25日航海装备板块较上一交易日上涨1.41%，海兰信领涨。当日上证指数报收于 3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。航海装备板块个股涨跌见下表： 从资金流向上来看，当日航海装备板块主力资金净流入5120.62万元，游资资金净流出1.51亿元，散户资 金净流入9979.33万元。航海装备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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600150 | 中国船舶 | 8313.30万 | 5.03% | -5819.70万 | -3.52% | -2493.60万 | -1.51% | | 300065 | 海兰信 | 7468.18万 | 8.64% | -6542.40万 | -7.57% | -925.79万 | -1.07% | | 600685 中船防务 | | 2724.84万 | 4.25% | -1375.49万 | ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月23日航海装备板块较上一交易日上涨0.08%，中国船舶领涨。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。航海装备板块个股涨跌见下表： 从资金流向上来看，当日航海装备板块主力资金净流出1.83亿元，游资资金净流出1.06亿元，散户资金 净流入2.88亿元。航海装备板块个股资金流向见下表： ...

证券之星消息，12月22日航海装备板块较上一交易日上涨0.07%，海兰信领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。航海装备板块个股涨跌见下表： 从资金流向上来看，当日航海装备板块主力资金净流出2.48亿元，游资资金净流入1415.61万元，散户资 金净流入2.33亿元。航海装备板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Group 1 - The marine equipment sector increased by 1.55% on December 19, with Tianhai Defense leading the gains [1] - The Shanghai Composite Index closed at 3890.45, up 0.36%, while the Shenzhen Component Index closed at 13140.22, up 0.66% [1] - Key stocks in the marine equipment sector showed varied performance, with Tianhai Defense closing at 7.75, up 1.97%, and Jianglong Shipbuilding closing at 19.36, down 0.21% [1] Group 2 - The marine equipment sector experienced a net outflow of 16.086 million yuan from institutional investors and 41.6625 million yuan from retail investors, while individual investors saw a net inflow of 57.7484 million yuan [1] - Detailed fund flow data indicates that Zhongchuan Defense had a net inflow of 20.0552 million yuan from institutional investors, while Jianglong Shipbuilding faced a significant net outflow of 47.269 million yuan [2] - The overall fund flow dynamics show a mixed sentiment, with some stocks attracting retail interest despite institutional outflows [2]

从资金流向上来看，当日航海装备板块主力资金净流出1574.96万元，游资资金净流入2438.46万元，散 户资金净流出863.5万元。航海装备板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月18日航海装备板块较上一交易日下跌0.68%，中船防务领跌。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。航海装备板块个股涨跌见下表： ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日航海装备板块主力资金净流出10.35亿元，游资资金净流出2373.79万元，散户 资金净流入10.58亿元。航海装备板块个股资金流向见下表： 证券之星消息，12月16日航海装备板块较上一交易日下跌3.26%，江龙船艇领跌。当日上证指数报收于 3824.81，下跌1.11%。深证成指报收于12914.67，下跌1.51%。航海装备板块个股涨跌见下表： ...

Core Insights - The maritime equipment sector experienced a rise of 0.61% on December 12, with Tianhai Defense leading the gains [1] - The Shanghai Composite Index closed at 3889.35, up 0.41%, while the Shenzhen Component Index closed at 13258.33, up 0.84% [1] Funding Flow - On the same day, the maritime equipment sector saw a net inflow of 342 million yuan from main funds, while retail funds experienced a net outflow of 203 million yuan and 139 million yuan respectively [2] - Detailed funding flow for individual stocks in the maritime equipment sector is available in the accompanying table [2]

Group 1 - The maritime equipment sector experienced a decline of 1.95% on December 11, with China Shipbuilding Defense leading the drop [1] - The Shanghai Composite Index closed at 3873.32, down 0.7%, while the Shenzhen Component Index closed at 13147.39, down 1.27% [1] - A detailed table of individual stock performance within the maritime equipment sector is provided [1] Group 2 - The maritime equipment sector saw a net outflow of 827 million yuan from major funds, while retail investors contributed a net inflow of 775 million yuan [2] - Speculative funds recorded a net inflow of approximately 52.7 million yuan [2] - A detailed table of fund flow for individual stocks in the maritime equipment sector is included [2]