每日市场观 2025 年 11 月 28 日 【今日关注】 两市开盘后均有上涨表现，随后维持震荡，临近收盘点位逐渐回落。 最终上证指数上涨 0.29%，深证成指收跌 0.25%，成交量较前一交易日 略有收缩。个股涨跌数量基本持平，一定程度表明资金整体尚无明确 共识。热点方面，电池、消费电子、半导体等科技板块领涨，传媒、 基建板块跌幅居前。科技主线中长期趋势明确，短期或延续震荡整固。 受政策利好推动，消费电子需求市场空间前景广阔，叠加国产替代共 识，未来产业链中下游市场有望获得资金持续关注。新能源车补贴退 坡时点临近，政策推力逐渐加大，倒逼电池产业加速升级。考虑到光 伏及储能潜在需求，同样值得关注。 科技方向仍是重点领域。其中，前期涨幅较大板块和个股建议谨慎参 与。临近年终，业绩和政策开始受到资金重点关注，确定性预期具备 较高防御及进攻潜力，可优选市场规模、技术优势、政策方向较为明 晰的标的，择机布局。 【市场回顾】 市场概况：11 月 27 日，市场冲高回落，创业板指、深成指先后翻绿， 创业板指此前一度涨超 2%。截至收盘，沪指涨 0.29%，深成指跌 0.25%， 创业板指跌 0.44%。 【资金面】 【消 ...

Core Points - The IT service sector experienced a decline of 1.09% on November 27, with Rongji Software leading the drop [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] IT Service Sector Performance - Notable gainers included: - Jingsong Intelligent (688251) with a closing price of 26.00, up 8.70% on a trading volume of 47,900 shares [1] - Haixia Innovation (300300) closed at 13.78, up 6.00% with a trading volume of 1.81 million shares [1] - Inspur Software (600756) closed at 24.34, up 4.91% with a trading volume of 997,400 shares [1] - Major decliners included: - Rongji Software (002474) closed at 11.11, down 9.97% with a trading volume of 1.62 million shares [2] - Sichuang Medical (300078) closed at 4.58, down 6.53% with a trading volume of 1.65 million shares [2] - Meideng Technology (920227) closed at 66.90, down 5.99% with a trading volume of 21,500 shares [2] Capital Flow Analysis - The IT service sector saw a net outflow of 1.905 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.824 billion yuan [2] - Notable capital flows included: - Han De Information (300170) with a net inflow of 34.2 million yuan from institutional investors [3] - Yuntian Lifa (688343) with a net inflow of 19.6 million yuan from institutional investors [3] - Inspur Software (600756) with a net inflow of 10.8 million yuan from institutional investors [3]

Core Viewpoint - The company, Digital Vision, is focusing on leveraging blockchain technology for digital rights management and exploring new business models in the digital content space, particularly in the metaverse and digital collectibles sectors. Group 1: Business Operations - Digital Vision's subsidiary, Kuaishiting, is utilizing blockchain technology to enhance industry applications, particularly in the metaverse, by issuing digital collectibles that provide new rights and copyright verification for digital content [2] - The company has made significant advancements in copyright protection through encryption and watermarking technologies, alongside research into blockchain-based digital rights management, which offers advantages over traditional methods [2] - The company's main business segments include video technology products and services (34.01%), information service terminals (21.46%), and financial technology products (6.70%) [8] Group 2: Financial Performance - For the period from January to September 2025, Digital Vision reported revenue of 465 million yuan, representing a year-on-year growth of 24.58%, and a net profit attributable to shareholders of 24.62 million yuan, up 10.34% year-on-year [9] - The company has distributed a total of 370 million yuan in dividends since its A-share listing, with cumulative distributions of 42.83 million yuan over the past three years [10] Group 3: Market Activity - On November 27, Digital Vision's stock fell by 1.06%, with a trading volume of 146 million yuan and a turnover rate of 2.02%, bringing the total market capitalization to 8.014 billion yuan [1] - The stock has seen a net outflow of 17.46 million yuan from major investors today, with a continuous reduction in major funds over the past three days [5][6]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688227 | 品高股份 | 83.98 | 18.99% | 20.16万 | | 15.78亿 | | 301218 | 半島科技 | 24.35 | 6.94% | 17.64万 | | 4.26 Z | | 300264 | 佳创视讯 | 6.75 | 5.63% | 62.87万 | | 4.23亿 | | 300523 | 辰安科技 | 26.85 | 4.47% | 10.95万 | | 2.90亿 | | 688365 | 光云科技 | 20.95 | 4.02% | 67.05万 | | 14.32亿 | | 920227 | 美登科技 | 71.16 | 3.91% | 3.05万 | | 2.14亿 | | 688228 | 开普云 | 165.00 | 1.91% | 2.58万 | | 4.24亿 | | 301638 | 南网数字 | 25.07 | 1.87% | 145.32万 | | 36.16亿 ...

资金流向方面，主力资金净流出3766.41万元，特大单买入1347.15万元，占比2.75%，卖出2366.26万 元，占比4.84%；大单买入8395.75万元，占比17.16%，卖出1.11亿元，占比22.77%。 宏景科技今年以来股价涨222.97%，近5个交易日涨7.00%，近20日跌10.08%，近60日跌15.63%。 今年以来宏景科技已经25次登上龙虎榜，最近一次登上龙虎榜为8月28日，当日龙虎榜净买入-1.35亿 元；买入总计2.64亿元 ，占总成交额比12.72%；卖出总计3.99亿元 ，占总成交额比19.19%。 11月26日，宏景科技盘中下跌2.01%，截至13:23，报64.50元/股，成交4.89亿元，换手率9.80%，总市值 99.02亿元。 截至11月20日，宏景科技股东户数2.83万，较上期增加1.95%；人均流通股2685股，较上期减少1.92%。 2025年1月-9月，宏景科技实现营业收入15.51亿元，同比增长595.49%；归母净利润1.08亿元，同比增长 448.91%。 分红方面，宏景科技A股上市后累计派现5702.08万元。 机构持仓方面，截止2025年9月30日 ...

Group 1 - The core viewpoint of the news is that Ronglian Technology's stock has shown significant price increases this year, with a year-to-date rise of 33.43% and a recent 5-day increase of 10.54% [2] - As of November 26, the stock price reached 9.54 yuan per share, with a market capitalization of 6.311 billion yuan [1] - The company has seen a net inflow of main funds amounting to 2.0104 million yuan, indicating positive investor sentiment [1] Group 2 - Ronglian Technology's main business involves providing comprehensive solutions and professional services for data centers, with revenue composition being 60.67% from system integration, 26.76% from technical development and services, and 11.83% from system products [2] - The company has been listed on the stock market since December 20, 2011, and is located in Beijing [2] - As of September 30, the number of shareholders increased by 34.69% to 101,700, while the average circulating shares per person decreased by 25.75% [3] Group 3 - For the first nine months of 2025, Ronglian Technology reported a revenue of 1.056 billion yuan, a year-on-year decrease of 23.14%, and a net profit attributable to shareholders of 6.4043 million yuan, down 38.87% year-on-year [3] - The company has not distributed any dividends in the past three years, with a total payout of 157 million yuan since its A-share listing [4] - As of September 30, 2025, the fourth largest circulating shareholder is Huabao Zhongzheng Financial Technology Theme ETF, which increased its holdings by 3.9904 million shares [4]

根据IDC最新数据，2025年上半年中国IT服务市场规模达169.09亿美元，同比增长6.2%。在这一快速增 长的市场中，联想方案服务业务表现尤为突出，以5.72%的市场份额占据首位，市场领导地位更加稳 固。 更值得关注的是增速表现。数据显示，联想方案服务业务实现22%的同比增长，是行业平均增速的3.5 倍，并在八年内保持行业复合增速最快（20.1%）。2024年，联想方案服务正式夺得中国IT服务市场第 一，并在今年上半年（20251H）位居榜首、扩大领先，现如今，联想方案服务已成为联想长期利润与 增长的"压舱石"。业内人士认为，这印证了联想IT服务向AI服务转型成效显著。基于联想混合式AI优势 集，联想首创的智能体即服务（AaaS）交付模式正在成为行业新的主流模式，推动传统IT服务向 AIAgent技术商业化转型加速。联想已实现从一家设备厂商转型成为服务与解决方案提供商，主动拥抱 AI普惠新时代。 战略持续升级 面对国家政策驱动、市场高速增长和行业转型加速的三重机遇，联想方案服务业务主动求变，将AI解 决方案及服务战略全面升级为一擎四舰，依托擎天4.0，联想打造了由xCloud智能云、联想百应、联想 擎天和 ...

本期分享的企业来自福建、香港两地，2家企业同日公开招股书，且上市注册文件均已生效，前者预计将于下月初上市，详情如下： 1、爱购控股(AIGO) 在新修订的招股书中，该公司更新了财务数据，发行规模未有调整，仍计划以每股4至6美元，发行200万股，拟募资范围在800万至1200万美元之间。 爱购控股总部位于福州，于今年3月18日完成境外上市备案，8月21日公开招股书。该公司是一家全球消费品供应商，产品包括照明、生活小家电、宠物用品 及智能家居，销售范围覆盖四大洲约 40 个国家和地区。2025上半年(未经审计)，爱购控股营收7432万欧元，上年同期7665万欧元，相应的净利润分别为954 万欧元、-30.4万欧元。 爱购控股上市路演PPT(25页) and and a ITHO t DEN F H 1175 1978 al and the Heart 3-85 in Free Writing Prospectus Statement This free writing prospectus relates to the proposed initial public offering of on "us", or ...

中国经济网北京11月24日讯 两市午后走势反转，三大指数全线转涨。截至收盘，上证综指报3836.77 点，上涨0.05%，成交额7155.39亿元；深证成指报12585.08点，上涨0.37%，成交额10122.34亿元；创业板 指报2929.04点，上涨0.31%，成交额4762.16亿元。 板块方面，军工装备、军工电子、文化传媒等涨幅居前，能源金属、保险、机场航运等板块跌幅居 前。 A股市场板块涨跌幅排行 | 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 | 牢工装备 | 5.38 | 2889.34 | 670.92 | 78.08 | 79 | 1 | | 2 | 牢工电子 | 4.62 | 1802.14 | 288.30 | 29.25 | 60 | വ | | 3 | 文化传媒 | 3.54 | 5790.57 | 687.55 | 41.45 | 81 | ന | | র্ব | 软件开发 ...

11月24日，太极股份盘中上涨2.03%，截至13:16，报24.18元/股，成交7786.25万元，换手率0.53%，总 市值150.70亿元。 资金流向方面，主力资金净流出68.91万元，特大单买入389.40万元，占比5.00%，卖出358.70万元，占 比4.61%；大单买入1275.86万元，占比16.39%，卖出1375.47万元，占比17.67%。 责任编辑：小浪快报 截至11月10日，太极股份股东户数5.72万，较上期增加3.22%；人均流通股10843股，较上期减少 3.12%。2025年1月-9月，太极股份实现营业收入48.65亿元，同比增长12.15%；归母净利润404.65万元， 同比增长114.31%。 分红方面，太极股份A股上市后累计派现11.91亿元。近三年，累计派现2.84亿元。 机构持仓方面，截止2025年9月30日，太极股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股882.38万股，相比上期减少141.59万股。南方中证1000ETF（512100）位居第九大流通股 东，持股399.19万股，相比上期减少3.35万股。 太极股份今年以来股价涨2.51%， ...