证券之星消息，11月27日，生物经济（970038）指数报收于2134.66点，跌0.06%，成交130.45亿元，换 手率0.95%。当日该指数成份股中，上涨的有22家，华兰疫苗以2.57%的涨幅领涨，下跌的有27家，京新 药业以5.97%的跌幅领跌。 | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002714 | 牧原股份 | 1.04亿 ﮯ | 9.06% | -6278.30万 | -5.46% | -4136.70万 | -3.60% | | 300896 | 爱美客 | 4699.18万 | 11.04% | -1692.30万 | -3.98% | -3006.88万 | -7.07% | | 300760 迈瑞医疗 | | 3307.61万 | 2.35% | -1596.63万 | -1.14% | -1710.98万 | -1.22% | | 000021 | 深科技 | 2671.49万 | ...

1、行情 有点莫名其妙冲高回落的一天。 这里的莫名其妙不是指冲高回落，而是单纯没理解为什么开盘能这么冲…… 题材方面，有机硅板块单边大涨，宏柏新材、晨光新材涨停，华盛锂电、金银河涨超10%，晨化股份、东岳硅材、集泰股份等集体大涨； 消费电子开盘走强，昀冢科技（20CM）、惠威科技、福日电子、科森科技、春秋电子（炸）等涨停，智动力、影石创新、统联精密等集体走 强； COS、CPO等开盘大幅走强，赛微电子（20CM炸）涨停，英唐智控、光库科技、芯动联科、东田微、炬光科技、光迅科技、腾景科技、凌云 光、德科立等集体大幅跟涨，但整体呈现冲高回落； 感觉就是赛微电子每天醒来睁眼后第一件事就是狂冲刺…… 不过今天赛微电子上午终于封死了20CM涨停板，月涨幅实现了翻倍。 锂电池板块午后发力，石大胜华、华自科技（20CM）、明冠新材、海科新源（20CM）、维科技术涨停，华盛锂电、鹏辉能源、奥克股份等集 体大涨； 此外，航天、折叠屏、流感、半导体等均有局部表现，零售、防火材料等高开低走，传媒、水产、福建本地股等跌幅居前。 截至收盘，沪指收涨0.29%，深成指、创业板指分别收跌0.25%、0.44%，市场整体涨跌互半。 2、赛微 ...

只要肯登攀。 出品 ｜ 36氪创投研究院 站在2025年的岁末，当我们试图为这一年的资本市场寻找一个确切的注脚时， "并购" 无疑是最为响亮的一个词。 在"并购六条"等政策的持续推动下，上市企业、地方国资、险资、VC/PE机构都参与进入并购市场，独立或联合其他国资、产业资本、金融机构等加速并购 基金的设立与运作。如果说前几年的市场是在迷雾中摸索，那么2025年的中国并购市场，则是在阳光下确立了新的秩序。这一年，我们惊喜地发现，资本不 再仅仅追逐账面上的高倍数回报，而是回归到了商业的本质—— 对优质资产的深度掌控与价值重塑 。总体来看，随着宏观经济韧性的持续显现和政策环境 的精准疏导， 2025年成为了中国并购市场从"策略性尝试"走向"系统性繁荣"的关键分水岭 。 361 中国股权投资行业产业并购 投资机构 2025 China's Top10 Investment Institutions in Industrial M&A 博裕资本 鼎晖投资 CPE源峰 大征资本 德弘资本 红杉中国 信宸资本 高瓴投资 PAG 康桥资本 以上排名不分先后,按首字母排序 出品: 36氪创投研究院 36K 中国股权投资行业 产 ...

证券时报·数据宝统计，今日有6个行业主力资金净流入，25个行业主力资金净流出。资金净流入金额最 大的行业为轻工制造，涨跌幅1.09%，整体换手率3.78%，成交量较前一个交易日变动21.09%，主力资 金净流量5.90亿元；今日资金净流出最大的行业为计算机，涨跌幅-0.82%，整体换手率3.38%，成交量 较前一个交易日变动-15.43%，主力资金净流量-40.48亿元。（数据宝） 今日各行业主力资金流向一览 | 行业名 | 成交量（亿 | 成交量较昨日增减 | 换手率 | 涨跌幅 | 今日主力资金净流入（亿 | | --- | --- | --- | --- | --- | --- | | 称 | 股） | （%） | （%） | （%） | 元） | | 轻工制 造 | 31.84 | 21.09 | 3.78 | 1.09 | 5.90 | | 电子 | 82.58 | 3.10 | 2.95 | 0.26 | 4.99 | | 食品饮 料 | 10.30 | -13.04 | 1.11 | -0.06 | 3.33 | | 基础化 工 | 61.58 | 3.75 | 2.26 | 1.01 | 2. ...

Investment Rating - The report does not explicitly state an investment rating for the industry [23] Core Insights - The market is experiencing low trading volumes and weak consolidation, with a focus on fundamental and mid-to-long-term logic [1] - On November 26, the North Exchange A-share trading volume reached 14.009 billion yuan, a decrease of 0.164 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1391.00, down 0.42% [2][9] - The report highlights a significant divergence in market hotspots, with high turnover thematic stocks and specialized innovative companies showing active performance [5] Summary by Sections Market Review - On November 26, 284 companies listed on the North Exchange saw 61 rise, 5 remain flat, and 218 decline [16] - The top five gainers were Zhu Laoliu (up 13.2%), Hongxi Technology (up 10.8%), Kaide Quartz (up 5.3%), Xin Ganjiang (up 5.2%), and Dapeng Industrial (up 4.1%) [16] - The top five decliners were Deer Chemical (down 7.3%), Rongyi Precision (down 6.5%), Boxun Biology (down 6.0%), *ST Yunchuang (down 5.8%), and Luqiao Information (down 5.5%) [16] Important News - Six departments issued a significant document aimed at enhancing the adaptability of supply and demand for consumer goods, targeting the formation of three trillion-level consumption fields and ten hundred-billion-level consumption hotspots by 2027 [3] - The "Infrastructure Classification" draft for comments is expected to accelerate the integration of vehicle-road-cloud systems into the standard system [19] Key Company Announcements - Vision Intelligence reported a reduction in shareholding by major shareholders, decreasing from 56.94% to 55.93% [20] - Jianbang Technology received a patent for a vehicle wiper assembly control system [21] - Boxun Biology obtained three patents for various AI and control systems [21]

成交价方面，共8只股票平价成交，5只股票溢价成交，48只股票折价成交；金鸿顺、汤臣倍健、维信诺 溢价率居前，溢价率依次为5.03%、1.8%、1.45%；颖泰生物、新易盛、仁信新材折价率居前，折价率 依次为29.8%、21.95%、21.45%。 机构专用席位买入额排名：圆通速递(3.19亿元)、中际旭创(1.26亿元)、赛维时代(6056.21万元)、深桑达 A(3836万元)、三一重能(3397.87万元)、恒立液压(3394.41万元)、天智航-U(1987.2万元)、国博电子 (1174.1万元)、雪祺电气(1050.26万元)、赛伍技术(844.19万元)、天创时尚(618.64万元)、炬光科技(520万 元)、浙江众成(381.87万元)、中瓷电子(312.78万元)、合兴股份(200.95万元)。 机构专用席位卖出额排名：圆通速递(3.19亿元)、国博电子(2378.3万元)、万达信息(1047万元)、龙旗科 技(995.1万元)、阳光电源(622.4万元)、赣锋锂业(428.89万元)、中瓷电子(312.78万元)。 今日(11月27日)A股共61只个股发生大宗交易，总成交23.36亿元，其中 ...

11月27日，沪指上涨0.29%，深成指下跌0.25%，创业板指下跌0.44%，沪深300指数下跌0.05%。可交易 A股中，上涨的有2789只，占比51.33%，下跌的2447只。 资金面上，今日主力资金全天净流出218.27亿元。其中，创业板主力资金净流出82.26亿元；科创板主力 资金净流出8.34亿元；沪深300成份股主力资金净流出74.23亿元。 分行业来看，申万所属的一级行业中，今日上涨的有13个，涨幅居前的行业为轻工制造、基础化工，涨 幅为1.09%、1.01%。跌幅居前的行业为综合、传媒，跌幅为2.34%、1.40%。 行业资金流向方面，今日有6个行业主力资金净流入，轻工制造行业主力资金净流入规模居首，该行业 今日上涨1.09%，全天净流入资金5.90亿元，其次是电子行业，日涨幅为0.26%，净流入资金为4.99亿 元。 主力资金净流出的行业有25个，计算机行业主力资金净流出规模居首，今日下跌0.82%，全天净流出资 金40.48亿元，其次是传媒行业，今日跌幅为1.40%，净流出资金为37.30亿元，净流出资金较多的还有 医药生物、通信、电力设备等行业。 今日各行业资金流向 | 行业 | 日涨 ...

Market Overview - The Hong Kong stock market showed mixed results on November 27, with the Hang Seng Technology Index down by 0.36%, while the Hang Seng Index and the National Enterprises Index saw slight increases of 0.07% and 0.03% respectively [1][2]. Technology Sector - Major technology stocks exhibited divergent trends, with Xiaomi rising over 2% and JD.com increasing by over 1%, while Alibaba fell nearly 3% and Tencent and Baidu dropped more than 1% [2][3]. Consumer Goods - The consumer goods sector saw a boost, particularly in toys and leisure products, with companies like Blucor rising over 7%. The Ministry of Industry and Information Technology and other departments introduced new policies to promote consumption, which positively impacted this sector [5][6]. Electronics - The consumer electronics segment strengthened, with TCL Electronics increasing by over 6%. Other companies such as XinJia International and Skyworth also saw gains [6][7]. Gold Stocks - Gold stocks were active, with companies like Zhenfeng Gold rising over 5%. Analysts predict significant increases in gold prices, with estimates suggesting a rise to $5,000 per ounce next year, representing an approximate 20% increase from current levels [8][9]. New Energy Vehicles - Stocks in the new energy vehicle sector performed well, with companies like Leap Motor and Chery Automobile rising over 4%. The Ministry of Commerce announced plans to expand automotive consumption, which is expected to benefit this sector [10][11]. Apple-related Stocks - Apple-related stocks saw an uptick, with companies like GoerTek rising over 4%. The demand for new iPhone models is driving growth, with expectations of Apple regaining its position as the world's largest smartphone manufacturer [12][13]. Pharmaceutical Outsourcing - Pharmaceutical outsourcing stocks faced declines, with WuXi AppTec dropping over 3%. Other companies in this sector also experienced downturns [14]. Real Estate Sector - The real estate sector remained sluggish, with Vanke Enterprises falling over 7%. National statistics indicated a significant decline in real estate investment and new housing sales [15]. Individual Stock Highlights - Lai Kai Pharmaceutical saw a substantial increase of over 16% following the announcement of a significant licensing deal for a breast cancer drug, which could yield substantial revenue [16][18]. Market Outlook - Analysts suggest that the Hong Kong stock market may benefit from the anticipated soft landing of the U.S. economy and the potential for interest rate cuts, particularly favoring growth stocks and AI technology sectors [20].

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600203 | 福日电子 | 9.98 | 10.44 | 49776.23 | | 688521 | 芯原股份 | 1.62 | 5.19 | 46217.07 | | 300475 | 香农芯创 | 0.01 | 11.08 | 36809.11 | | 600877 | 电科芯片 | 10.01 | 5.04 | 33614.34 | | 688256 | 寒武纪-U | 0.21 | 2.14 | 30055.47 | | 603626 | 科森科技 | 9.97 | 17.65 | 28685.29 | | 603986 | 兆易创新 | 2.22 | 4.79 | 24132.08 | | 300545 | 联得装备 | 20.01 | 19.65 | 22809.02 | | 688008 | 澜起科技 | 0.25 | 2.63 | 22551.67 | | 600745 | 闻泰科技 | 4.02 | 6.24 | 19882.2 ...

截至11月27日收盘，MiniLED概念上涨1.41%，位居概念板块涨幅第8，板块内，60股上涨，联得装备、 华自科技等20%涨停，沃格光电、赛伍技术、福日电子等涨停，凯格精机、迈为股份、同兴达等涨幅居 前，分别上涨7.73%、6.76%、5.23%。跌幅居前的有中富电路、ST德豪、华映科技等，分别下跌 6.75%、4.61%、3.85%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 有机硅概念 | 3.29 | 海南自贸区 | -2.65 | | 硅能源 | 1.99 | 培育钻石 | -1.67 | | 钠离子电池 | 1.99 | 小红书概念 | -1.62 | | POE胶膜 | 1.99 | Sora概念(文生视频) | -1.55 | | 固态电池 | 1.68 | 拼多多概念 | -1.48 | | 新型烟草(电子烟) | 1.53 | 中船系 | -1.47 | | MicroLED概念 | 1.48 | 云办公 | -1.47 | | MiniLED | 1.41 | 快手概念 | -1.36 | | 磷化工 | ...