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 ...

Domestic Market Overview - The domestic market showed a narrow range of consolidation with mixed performance on November 26, with the Shanghai Composite Index closing at 3864.18 points, down 0.15%, while the Shenzhen Component Index rose 1.02% to 12907.83 points. The ChiNext Index increased by 2.14% [1][4][9] - Among the 30 sectors tracked, 9 sectors saw gains, with telecommunications, electronics, and retail leading the increases, while defense, media, and oil & petrochemicals experienced significant declines. Active indices included optical modules and optical circuit switches [1][4][9] Overseas Market Overview - On the same day, all three major US stock indices closed higher, with the Dow Jones up 0.67%, the S&P 500 up 0.69%, and the Nasdaq up 0.82%. Notable performers included Oracle, which rose over 4%, and Broadcom, which increased by more than 3% [2][4] Key News Highlights - China and the EU discussed trade issues related to ASML semiconductor matters, emphasizing the need for constructive communication to stabilize the global semiconductor supply chain [10][12] - A joint announcement from six departments aimed to enhance the adaptability of consumer goods supply and demand, promoting consumption [14][15] - The Ministry of Industry and Information Technology initiated commercial trials for satellite IoT services, aiming to provide wide-area connectivity for various devices [16] - Guangdong province encouraged listed companies to utilize shares and other payment tools for mergers and acquisitions, focusing on building world-class industrial clusters [17][18] - Vanke is seeking an extension for a 2 billion yuan domestic bond, with a meeting scheduled for December [19]

另一方面，截至11月25日，广东省2025年新增上市公司共18家。其中，电子、计算机、电力、机械设备制造也是新增上市公司最为集中的领 域，数量达11家。 广东：金融与科技双向奔赴 驱动企业创新成长 改革开放以来，广东始终站在创新创业的潮头。如今，这里已孕育出28家A股千亿市值企业。它们既是中国制造业的中坚力量，也是观察广东 创新生态的窗口。 这里是企业位于深圳前海的总部大楼。远处是已经通车的深中通道，从总部出发开车约30分钟就能到达他们中山的产业园。这个通道的贯通， 让深圳前海的研发总部与珠江西岸的制造基地实现了"一小时级"的深度联动。研发迭代更快、物料流转更顺、产线验证更及时，一个覆盖整个 大湾区的高效供应链网络正在形成。 央视网消息：最新统计数据显示，2025年前三季度，广东省GDP达10万5176.98亿元，同比增长4.1%，经济总量居全国首位。其中，制造业 向"新"攀高，先进制造业、高技术制造业增加值分别增长5.4%、6.4%。上市公司作为企业的"排头兵"，是现代化产业体系的先进代表，它们的 发展壮大从一个侧面体现了区域的发展理念和价值。 截至11月25日，广东在A股的上市公司共有887家，稳居全国第 ...

Group 1 - The core viewpoint of the article highlights the continued upward trend in growth style stocks, with the Guozheng Growth 100 Index rising by 1.1% as of midday trading [1] - The Guozheng Growth 100 Index focuses on A-share stocks with prominent growth characteristics, with the top three industries being electronics, communications, and computers, collectively accounting for approximately 60% of the index weight [1] - The index emphasizes key areas such as semiconductor equipment, domestic computing chips, and high-speed optical interconnects, which are aligned with national strategic technology sectors, providing investors with a streamlined approach to invest in high-quality growth stocks [1]

电子板块涨停潮。 A股市场今天（11月27日）上午整体上行，除了北证50指数微跌，主要指数不同程度上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 300545 | 联得装备 | 33.83 | 5.64 | 20.01% | | 688260 | 昀冢科技 | 38.24 | 6.37 | 19.99% | | 300456 | 赛微电子 | 49.87 | 7.78 | 18.48% | | 688173 | 希荻微 | 15.27 | 1.52 | 11.05% | | 688727 | 恒坤新材 | 52.42 | 5.09 | 10.75% | | 603890 | 春秋电子 | 17.23 | 1.57 | 10.03% | | 603773 | 沃格光电 | 30.53 | 2.78 | 10.02% | | 600877 | 电科芯片 | 15.83 | 1.44 | 10.01% | | 002888 | 惠威科技 | 21.99 | 2.00 | 10.01% | | 603931 | 格林达 | 34. ...

| 建筑材料 | | | | 国统股份 | | | --- | --- | --- | --- | --- | --- | | 传媒 | -0.39 | 436.88 | -24.40 | 欢瑞世纪 | -9.95 | | 商贸零售 | -0.46 | 180.58 | 22.34 | 凯淳股份 | -11.20 | | 综合 | -0.96 | 35.25 | 5.30 | 三木集团 | -4.36 | 证券时报·数据宝统计，截至上午收盘，今日沪指涨0.49%，A股成交量684.66亿股，成交金额10970.18 亿元，比上一个交易日减少4.06%。个股方面，3338只个股上涨，其中涨停53只，1884只个股下跌，其 中跌停9只。从申万行业来看，电子、美容护理、轻工制造等涨幅最大，涨幅分别为1.75%、1.26%、 1.00%；综合、商贸零售、传媒等跌幅最大，跌幅分别为0.96%、0.46%、0.39%。（数据宝） （文章来源：证券时报网） 今日各行业表现（截至上午收盘） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- ...

Group 1 - The A-share market experienced a significant rise on November 27, with the electronic sector leading the surge, resulting in a wave of stocks hitting the daily limit up [2][4][6] - Major indices in the A-share market, except for the North Stock 50 Index, showed varying degrees of increase, with the Shanghai Composite Index rising by 0.49% to 3883.01 points and the Shenzhen Component Index increasing by 0.38% to 12956.99 points [5][6] - Within the electronic sector, stocks such as Lian De Equipment and Yun Zhuang Technology saw their prices hit the daily limit up, with increases of 20.01% and 19.99% respectively [6][7] Group 2 - The Hong Kong stock market showed narrow fluctuations, with the Hang Seng Index oscillating around the 26000-point mark [3][14] - Pop Mart, a component of the Hang Seng Index, experienced a notable increase, with its stock price rising by over 9% during the trading session [16] - The recent government initiative aims to enhance the adaptability of consumer goods supply and demand, promoting diverse interest consumption products, which may positively impact related sectors [18] Group 3 - The new stock Nan Te Technology debuted with a remarkable performance, seeing its price rise by over 240% at one point during trading [10][11] - Nan Te Technology specializes in the research, development, production, and sales of precision mechanical components, particularly in the air conditioning compressor parts sector, establishing stable partnerships with major companies like Midea and Gree [13] - The company has also expanded its client base in the automotive parts sector, supplying components to various manufacturers, indicating a growing market presence [13] Group 4 - From January to October, the total profit of industrial enterprises above designated size in China reached 59,502.9 billion yuan, reflecting a year-on-year growth of 1.9% [8][9] - The manufacturing sector showed a profit increase of 7.7%, amounting to 45,050.3 billion yuan, while the mining industry faced a significant decline in profits, down 27.8% [9]

Core Insights - The electronic industry is experiencing a sustained recovery in demand, effective supply clearance, and rising prices for memory chips, with domestic production efforts exceeding expectations [1] - NVIDIA's Q3 financial report shows a 62% year-over-year revenue growth, with data center business growing by 66%, primarily driven by the accelerated promotion of GB300, and Q4 revenue is expected to reach $65 billion, significantly exceeding market expectations [1] - Google's release of Gemini 3, trained on self-developed TPU, demonstrates significant advancements in AI benchmark tests, showcasing PhD-level reasoning capabilities and breakthroughs in multimodal understanding technology [1] - Current industry focus is on structural opportunities in AI computing power, semiconductor equipment, key components, and rising storage prices [1] Industry Overview - The Integrated Circuit ETF (159546) tracks the Integrated Circuit Index (932087), which selects listed companies involved in IC design, manufacturing, packaging, testing, and related materials and equipment, reflecting the overall performance of China's integrated circuit industry [1] - The index is characterized by high technological content and growth potential, serving as an important indicator of the semiconductor industry's development trends [1]

Group 1 - The Hang Seng Index rose by 0.32%, gaining 83 points to close at 26,011 points, while the Hang Seng Tech Index increased by 0.13%. The early trading volume in Hong Kong stocks reached HKD 117.2 billion [1] - Major paper companies announced price increases by the end of 2025, with cultural paper prices rising by HKD 200 per ton. Nine Dragons Paper (02689) saw a rise of 4.76%, and Lee & Man Paper (02314) increased by 5.98% [1] - Pop Mart (09992) surged by 8.7% as the market focused on the Labubu film adaptation, with the fourth quarter sales season approaching [1] Group 2 - Cambridge Technology (603083) (06166) rose by 5% following reports of Google placing additional orders for optical modules to expand its TPU cluster [2] - Harbin Electric (01133) increased by over 3% due to significant electricity demand from AIDC construction, leading to notable growth in the gas turbine industry [3] - Guanghetong (300638) (00638) surged by over 8% as Huawei launched the companion robot "Smart Hanhai," and the company formed a strategic partnership with Luobo Intelligent [4] Group 3 - Laika Pharmaceuticals-B (02105) saw a rise of over 15%, with a cumulative increase of over 40% this month, following the recent acquisition of a BD order for LAE002 [5] - Jiantao Laminates (01888) rose by over 2% during trading as copper-clad board manufacturers announced price increases, driven by demand from AI infrastructure [6] - Connet Optical (02276) increased by over 4% with the upcoming release of Quark AI glasses, and institutions are optimistic about the company's XR business progress [7] Group 4 - Alibaba Health (00241) fell by 3.93%, despite a 64.7% year-on-year increase in interim net profit to CNY 1.266 billion [8] - Chow Tai Fook (01929) dropped by over 3%, with net profit for the first half of the fiscal year remaining roughly flat year-on-year, and Daiwa expects conservative earnings guidance [9]

Group 1 - A total of 30 companies were investigated by institutions on November 26, with 19 companies specifically targeted by funds, indicating a strong interest in these firms [1] - Luxshare Precision was the most popular among funds, with 94 funds participating in its investigation, while Desay SV and Noposion each attracted 17 funds [1] - The companies investigated are distributed across 12 industries, with the electronics and machinery sectors having the highest representation, each with 3 companies [1] Group 2 - Among the companies investigated, only 2 had a total market capitalization exceeding 500 billion, with Luxshare Precision being one of them, while 6 companies had market caps below 100 billion [1] - In terms of market performance, 6 of the investigated stocks increased in value over the past 5 days, with the highest gains seen in Yintan Zhikong (3.39%), Meilixin (1.86%), and Yian Technology (1.66%) [1] - Conversely, 13 stocks experienced declines, with the largest drops recorded by Chuaneng Power (-12.68%), Lianhua Technology (-11.98%), and Chongde Technology (-9.40%) [1] Group 3 - In terms of capital flow, 5 stocks saw net inflows over the past 5 days, with Luxshare Precision receiving the highest net inflow of 490 million yuan [2] - The only company to release an annual performance forecast among those investigated was Luxshare Precision, which anticipates a net profit of 16.852 billion yuan, representing a year-on-year increase of 26.09% [2]