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 | ...

两市全天特大单净流出96.75亿元，其中25股特大单净流入超2亿元，中兴通讯特大单净流入10.02亿元， 特大单净流入资金居首。 沪指今日收盘上涨0.29%。资金面上看，沪深两市全天特大单净流出96.75亿元，共计1964股特大单净流 入，2587股特大单净流出。 从申万一级行业来看，今日有8个行业特大单资金净流入，电子特大单净流入规模居首，净流入资金 18.25亿元，该行业指数今日上涨0.26%，其次是轻工制造，今日上涨1.09%，净流入资金为6.25亿元， 净流入资金居前的还有房地产、基础化工等行业。 | 002428 | 云南锗业 | 26.01 | 3.92 | 2.30 | 有色金属 | | --- | --- | --- | --- | --- | --- | | 003009 | 中天火箭 | 58.83 | 10.00 | 2.19 | 国防军工 | | 001309 | 德明利 | 214.18 | -1.46 | 2.16 | 电子 | | 000801 | 四川九洲 | 16.37 | 6.30 | 2.09 | 家用电器 | 特大单净流出资金排名 所属行业来看，上述特大单净流入资金居前 ...

中新网南京11月27日电 (记者 朱晓颖)27日，2025世界智能制造大会在南京启幕。其间，工业和信息化 部等六部门公布了中国首批领航级智能工厂培育名单，共15家企业，涵盖装备制造、原材料、电子信 息、消费品等多个关键行业。其中，南京钢铁股份有限公司等企业入榜。 当日，15家入选中国首批领航级智能工厂培育名单的企业负责人，共同发布了首批领航级智能工厂"领 航行动计划"联合倡议。 自工业和信息化部等六部门联合开展智能工厂梯度培育行动以来，中国已建成先进级智能工厂7000余 家、卓越级智能工厂500余家。 作为智能工厂梯度培育体系的最高层级，领航级智能工厂被视为"皇冠上的明珠"，代表了中国当前制造 业智能化发展的领先水平，是新一代信息技术、先进制造技术、精益管理理念融合的最佳范例，承担着 探索未来制造模式、验证前沿技术路径、塑造行业示范标杆的重要使命。 活动现 场。大会官方摄影 供图 | 序号 | 企业名称 | 项目名称 | 所在地 | | --- | --- | --- | --- | | 1 | 宝山钢铁股份有限公司 | 高端绿色硅钢预测式制造智能工厂 | 上海 | | 2 | 上海航天设备制造总厂 | 高可 ...

- The report does not contain any quantitative models or factors for analysis[1][2][3]

A股冲高回落 【导读】印度股市创新高 中国基金报记者 泰勒 大家好！今天上午，A股三大指数逐渐走高，但随后回落，创业板指数、深证成指持续跳水，尾盘翻绿，沪指勉强收红。 11月27日，A股全天冲高回落，三大指数涨跌互现。截至收盘， 沪指涨0.29%，深成指跌0.25%，创业板指跌0.44%。 | 全市场共2790只个股上涨，63只个股涨停，2447只个股下跌。 | | --- | | 下跌方面，AI应用端调整，凯淳股份等跌超10%。 | | --- | CPO概念股涨幅收窄，带动科技股回落，创业板指转跌。 | 代码 | 名称 | | 涨幅%1 | 现价 | | --- | --- | --- | --- | --- | | 300814 | 中富电路 | R | -6.75 | 85.27 | | 688498 | 源杰科技 | ાર | -5.81 | 553.00 | | 300548 | 长芯博创 | R | -3.84 | 117.80 | | 600105 | 永鼎股份 | R | -3.82 | 16.63 | | 300308 | 中际旭创 | R | -3.54 | 524.00 | | 603 ...

（文章来源：证券时报网） Choice统计显示，11月27日，沪深两市可交易A股中，上涨个股有2732只，下跌个股有2227只，平盘个 股有195只。不含当日上市新股，共有63只个股涨停，14只个股跌停。从所属行业来看，涨停个股主要 集中在电子、化工、机械设备、电力设备、建筑装饰等行业。 ...

Market Overview - On November 27, the market experienced a mixed performance with the Shanghai Composite Index rising by 0.29%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.44% respectively [2] - Over 2,700 stocks in the market saw gains, with total trading volume in the Shanghai and Shenzhen markets reaching 1.71 trillion yuan, a decrease of 736 billion yuan from the previous trading day [2] - The market has seen a continuous decline in trading volume over the past week, with a brief spike in trading activity following a significant drop last Friday [2] Sector Performance - Sectors such as organic silicon, batteries, and consumer electronics showed strong gains, while sectors like Hainan, film and television, and AI applications faced declines [2] - The communication sector saw a net inflow of 50.44 billion yuan, which was lower compared to previous days, while the electronics sector experienced a net inflow of 116.33 billion yuan, indicating a shift in investor interest [8] Technology Stocks - Early trading saw a continuation of the strong performance in technology stocks, particularly in the semiconductor and consumer electronics sectors, with notable stocks reaching intraday highs [6] - However, there was a divergence in performance, with some previously strong stocks like Zhongji Xuchuang quickly turning negative [6] Consumer Sector Insights - Recent government policies aimed at enhancing consumer goods supply and demand compatibility are expected to benefit the consumer sector, particularly in areas like artificial intelligence integration in consumer products [10] - Major companies are launching new consumer electronics products, with Alibaba and Huawei recently unveiling significant new offerings [10] Lithium Battery Sector - The lithium battery sector is experiencing renewed activity, particularly in solid-state batteries and photovoltaic equipment, although the rebound is not as smooth as in technology stocks [12] - The price of electrolytes has surged significantly, with the average price reaching 54,250 yuan per ton, up from approximately 19,400 yuan at the beginning of the year [14] - The lithium battery industry is showing signs of stabilization, with expectations for increased demand in energy storage to drive the next growth cycle [15]

Core Viewpoint - The article highlights the increasing policy support for infrastructure investment, which is expected to drive equipment demand, particularly for large excavators due to the commencement of the Yaxia Hydropower Project [1] Group 1: Infrastructure Investment and Equipment Demand - Enhanced policy support is anticipated to boost infrastructure investment, leading to increased demand for equipment [1] - The initiation of the Yaxia Hydropower Project is expected to further stimulate the demand for large excavators and related machinery [1] Group 2: Industry Trends - The internationalization, electrification, and intelligentization processes are advancing, with electric loader sales experiencing a year-on-year growth of 157.2% [1] - Intelligent applications such as unmanned forklifts and unmanned mining are expected to achieve breakthroughs [1] Group 3: Capital Expenditure in Fusion Industry - The nuclear fusion industry is entering a phase of capital expenditure expansion, with a focus on high-value components such as magnet systems, vacuum chambers, and power systems [1] Group 4: Low-altitude Economy - Policies related to the low-altitude economy emphasize safety, health, and high-quality development, with optimism surrounding infrastructure construction and low-altitude equipment research and application [1] Group 5: ETF Overview - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects 50 listed companies involved in machine tool manufacturing and key component supply, covering various manufacturing sectors [1]

Market Overview - The Shanghai Composite Index increased by 0.65% as of 13:58, with a trading volume of 856.73 million shares and a transaction amount of 1,375.01 billion yuan, a decrease of 5.33% compared to the previous trading day [1] Industry Performance - The top-performing industries included: - Basic Chemicals: +1.50%, transaction amount of 706.66 billion yuan, leading stock: Aokai Co., +10.64% [1] - Oil and Petrochemicals: +1.36%, transaction amount of 77.18 billion yuan, leading stock: Heshun Petroleum, +7.95% [1] - Electronics: +1.27%, transaction amount of 2,715.79 billion yuan, leading stock: N Nant, +189.26% [1] - Beauty and Personal Care: +1.23%, transaction amount of 35.85 billion yuan, leading stock: Kesi Co., +8.04% [1] - Light Industry Manufacturing: +1.04%, transaction amount of 180.92 billion yuan, leading stock: Annie Co., +10.05% [1] - The worst-performing industries included: - Comprehensive: -1.33%, transaction amount of 42.96 billion yuan, leading stock: Teli A, -3.72% [2] - Media: -0.65%, transaction amount of 541.64 billion yuan, leading stock: Huanrui Century, -9.95% [2] - Retail: -0.43%, transaction amount of 211.36 billion yuan, leading stock: Kaichun Co., -9.51% [2] Summary of Trading Data - A total of 3,659 stocks rose, with 63 hitting the daily limit up, while 1,617 stocks fell, with 14 hitting the daily limit down [1]

中国贸促会：9月全球经贸摩擦指数持续处于高位 中新社北京11月27日电 (记者 尹倩芸)中国贸促会27日公布的最新数据显示，9月全球经贸摩擦指数为 106，持续处于高位。全球经贸摩擦措施涉及金额同比增长7.9%，环比下降15.6%。 从国别指数看，在监测范围内的20个国家(地区)中，印度、美国和俄罗斯的全球经贸摩擦指数位居前 三，美国的全球经贸摩擦措施涉及金额已连续15个月居首。 从行业指数看，在监测范围内13个主要行业中，经贸摩擦措施的冲突点聚焦于电子、运输设备、医药、 机械设备和化工行业，其中电子行业经贸摩擦指数居首。 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 在涉华经贸摩擦方面，19个国家(地区)涉华经贸摩擦指数为115，仍然处于高位。其中，印度涉华经贸 摩擦指数最高，半导体、电池和铜缆等行业涉华经贸摩擦指数处于高位。当月19个国家(地区)涉华经贸 摩擦措施涉及金额同比下降36.6%，环比上升9.6%。(完) 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 本文为转载 ...