截至收盘，沪指涨1.19%，深成指涨2.4%，创业板指涨3.39%。 上证指数 深证成指 创业板指 -3870.28 -13224.51 -3175.91 +309.85 +2.40% +104.15 +3.39% +45.47 +1.19% 今日A股市场集体反弹，沪指涨超1%，创业板指涨超3%。沪深两市成交额1.81万亿，较上一个交易日放量870亿。 盘面上， 市场热点轮番活跃，全市场超3600只个股上涨。 从板块来看， 算力硬件概念表现活跃 ，中瓷电子、环旭电子等多股涨停，"易中天"光模 块三巨头大涨。 锂电产业链走强 ，金圆股份4天2板，天际股份涨停。大金融方向午后发力，华泰证券盘中一度逼近涨停，中国太保涨超4%。下跌方 面，福建板块下挫，安记食品、平潭发展跌停。 板块方面，能源金属、算力硬件、电池、保险等板块涨幅居前，海南、军工等板块跌幅居前。 市场概况 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 2595 1233 642 241 207 198 100 82 77 57 37 47 25 大于 小于 涨停 -2% -6% -8% 跌停 +8 ...

Market Overview - The Shanghai Composite Index experienced a slight rebound, with significant inflows into consumer ETFs, indicating a positive sentiment in the consumer sector [1] - The Consumer ETF (159928) saw a 0.38% increase, with trading volume exceeding 230 million yuan, and a net subscription of 10 million units during the day [1] Economic Policy Insights - The 2025 Economic Work Conference emphasized expanding domestic demand as a top priority, focusing on boosting consumption and stabilizing the real estate market through targeted measures [3] - The supply side will control new increments and activate existing stock, while the demand side will implement measures to release rigid and improvement needs of residents [3] Sector Performance - The Hong Kong stock market's new consumer sector also showed positive performance, with the Hong Kong Consumer 50 ETF (159268) rising nearly 1% and attracting over 40 million yuan in net inflows over the past five days [3] - Key consumer stocks such as Li Ning and Anta Sports saw gains of over 4%, while others like Haidilao experienced slight increases [3] Investment Strategy - China Galaxy Securities suggests focusing on defensive sectors, high dividends, and consumer recovery themes in December, given the backdrop of important policy meetings and potential interest rate cuts [6] - The market may enter a wide fluctuation phase, with an emphasis on defensive and consumer sectors in the short term, while TMT and advanced manufacturing sectors are recommended for mid-term focus [6] Industry Trends - The food and beverage sector has faced five consecutive years of decline, but historical trends suggest potential for reversal after prolonged downturns [7] - The Consumer ETF (159928) is currently at a TTM P/E ratio of 19.39, indicating a high valuation attractiveness compared to historical levels [8] Future Outlook - Looking ahead to 2026, structural opportunities are expected to arise from channel differentiation and supply upgrades, with a moderate recovery in overall demand [13] - Consumer confidence is gradually improving, with notable growth in specific categories such as electrolyte drinks and health foods, indicating potential growth areas [20] Fund Performance - The food and beverage sector is currently at a historical low in terms of valuation and fund holdings, highlighting its potential investment value [18] - The Consumer ETF (159928) is characterized by its resilience across economic cycles, with significant weight in leading consumer stocks [21]

天眼查App显示，近日，广东庆兜兜食品有限公司成立，法定代表人为林静娇，注册资本500万人民 币，经营范围为许可项目：食品销售；食品互联网销售。（依法须经批准的项目，经相关部门批准后方 可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项目：食品销售（仅销售预 包装食品）；食品互联网销售（仅销售预包装食品）；食用农产品初加工；食用农产品批发；食用农产 品零售；农副产品销售；互联网销售（除销售需要许可的商品）；未经加工的坚果、干果销售；国内贸 易代理；网络技术服务；市场营销策划。（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 ...

天眼查App显示，近日，深圳市粤圳心食品有限公司成立，法定代表人为黄秀芬，注册资本5万人民 币，经营范围为农副产品销售；食用农产品零售；食品销售（仅销售预包装食品）；保健食品（预包 装）销售；文艺创作；工艺美术品及收藏品零售（象牙及其制品除外）；礼品花卉销售；文具用品零 售；日用品销售；电子产品销售；化妆品零售；针纺织品销售；服装服饰零售；珠宝首饰零售；钟表销 售；玩具销售；日用陶瓷制品销售；塑料制品销售；国内贸易代理；会议及展览服务（出国办展须经相 关部门审批）；货物进出口；技术进出口。（除依法须经批准的项目外，凭营业执照依法自主开展经营 活动）食品互联网销售；食品销售；酒类经营；烟草制品零售；出版物零售。（依法须经批准的项目， 经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...

Group 1 - A new company, Foshan Yuanyuan Baby Food Co., Ltd., has been established with a registered capital of 100,000 RMB [1] - The company's business scope includes the sale of pre-packaged food, office supplies, toys, agricultural products, daily necessities, cosmetics, and various retail and wholesale activities [1] - The company is also involved in the development of network and information security software, data processing services, and health consulting services, among other activities [1] Group 2 - The company is permitted to engage in food sales and residential interior decoration, subject to approval from relevant authorities [1] - The operational activities are to be conducted in accordance with the business license and relevant regulatory approvals [1]

天眼查App显示，近日，李香记食品（临沂）有限公司成立，法定代表人为徐贞菊，注册资本50万人民 币，经营范围为许可项目：食品销售；调味品生产；食品互联网销售。（依法须经批准的项目，经相关 部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项目：农副产 品销售；食用农产品零售；日用百货销售；日用品销售；五金产品零售；供应链管理服务；针纺织品销 售；电子产品销售；家居用品销售；个人卫生用品销售；塑料制品销售；化妆品零售；通讯设备销售； 日用木制品销售；家具销售；互联网销售（除销售需要许可的商品）；厨具卫具及日用杂品零售；日用 杂品销售；家用电器销售；办公用品销售；玩具销售；服装服饰零售；箱包销售；鞋帽零售。（除依法 须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，九江元圆传媒有限公司成立，法定代表人为周圆圆，注册资本20万人民币，经 营范围为许可项目：餐饮服务（不产生油烟、异味、废气），酒吧服务（不含演艺娱乐活动），食品互 联网销售，食品销售，酒类经营，食品生产，调味品生产，粮食加工食品生产（依法须经批准的项目， 经相关部门批准后在许可有效期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或 许可证件为准）一般项目：文艺创作，专业设计服务，市场营销策划，企业管理咨询，企业管理，品牌 管理，组织文化艺术交流活动，会议及展览服务（出国办展须经相关部门审批），礼仪服务，餐饮管 理，业务培训（不含教育培训、职业技能培训等需取得许可的培训），农副产品销售，互联网销售（除 销售需要许可的商品），礼品花卉销售，园艺产品销售，茶叶种植，农业园艺服务，日用杂品销售，日 用品批发，厨具卫具及日用杂品批发，厨具卫具及日用杂品零售，工艺美术品及礼仪用品销售（象牙及 其制品除外），日用陶瓷制品销售，家具销售，茶具销售，珠宝首饰零售，食品销售（仅销售预包装食 品），服装服饰零售，花卉绿植租借与代管理（除依法须经批准的项目外，凭营业执照依法自主开展经 营活动）。 ...

天眼查App显示，近日，合肥昌盛源食品有限公司成立，法定代表人为胡计松，注册资本100万人民 币，经营范围为一般项目：食品互联网销售（仅销售预包装食品）；互联网销售（除销售需要许可的商 品）；食用农产品初加工；农产品的生产、销售、加工、运输、贮藏及其他相关服务；日用百货销售； 办公用品销售；广告设计、代理；广告制作；软件开发；技术服务、技术开发、技术咨询、技术交流、 技术转让、技术推广；信息技术咨询服务；会议及展览服务；企业管理咨询；包装服务；低温仓储（不 含危险化学品等需许可审批的项目）；初级农产品收购；销售代理（除许可业务外，可自主依法经营法 律法规非禁止或限制的项目）许可项目：食品生产；食品销售；粮食加工食品生产；酒类经营；道路货 物运输（不含危险货物）（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目 以相关部门批准文件或许可证件为准）。 ...

Group 1 - The company Bozhou Qiaocheng Xining Food Technology Co., Ltd. has been established with a registered capital of 10,000 RMB [1] - The legal representative of the company is Luo Qian [1] - The company's business scope includes food sales, internet sales of food, and various related services in agricultural products and health food [1] Group 2 - The company is authorized to engage in food sales and internet sales of pre-packaged food, subject to relevant approvals [1] - The general projects include sales of health food, traditional spice products, and primary agricultural products [1] - The company can also conduct processing, transportation, storage, and other related services for agricultural products [1]

天眼查App显示，近日，亳州禾瑞谷食品有限公司成立，法定代表人为温肖肖，注册资本1万人民币， 经营范围为一般项目：食品互联网销售（仅销售预包装食品）；互联网销售（除销售需要许可的商 品）；保健食品（预包装）销售；食品销售（仅销售预包装食品）；食用农产品零售；食用农产品批 发；农副产品销售；个人互联网直播服务；茶具销售；化妆品批发；初级农产品收购；农产品的生产、 销售、加工、运输、贮藏及其他相关服务；普通货物仓储服务（不含危险化学品等需许可审批的项目） （除许可业务外，可自主依法经营法律法规非禁止或限制的项目）许可项目：食品销售；食品互联网销 售；粮食加工食品生产；食品生产；保健食品生产；食品添加剂生产（依法须经批准的项目经相关部门 批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...