Market Overview - The Shanghai Composite Index closed at 3876.37 points, up 0.16%, with a trading volume of 704.90 billion yuan [1] - The Shenzhen Component Index closed at 13053.98 points, down 1.29%, with a trading volume of 950.59 billion yuan [1] - The ChiNext Index closed at 3107.07 points, down 2.17%, with a trading volume of 444.40 billion yuan [1] Sector Performance Gaining Sectors - The pharmaceutical and commercial sector increased by 5.92%, with a trading volume of 137.65 million hands and a net inflow of 10.67 billion yuan [2] - The banking sector rose by 1.81%, with a trading volume of 336.72 million hands and a net inflow of 75.68 billion yuan [2] - The chemical fiber sector saw a gain of 1.73%, with a trading volume of 69.47 million hands and a net inflow of -0.50 billion yuan [2] Declining Sectors - The components sector decreased by 2.30%, with a trading volume of 97.23 million hands and a net outflow of 7.57 billion yuan [2] - The battery sector fell by 1.95%, with a trading volume of 150.41 million hands and a net outflow of 5.94 billion yuan [2] - The electronic chemicals sector declined by 1.35%, with a trading volume of 70.26 million hands and a net outflow of 2.04 billion yuan [2]

具体来看： 医药商业板块暴涨，华人健康、漱玉平民20cm涨停，一心堂、英特集团、塞力医疗涨停。 日前，国家医保局、人社部发布新版国家医保药品目录调整结果，目录调整新增114种药品，其中50种为一类创新药，新版目录将于 2026年1月1日在全国范围内正式实施。 12月18日，A股三大指数涨跌不一，截至收盘，沪指涨0.16%报3876.37点，深证成指跌1.29%，创业板指跌2.17%，北证50跌0.51%。 全市场成交额16722亿元，较上日成交额缩量1621亿元，超2800股上涨。 | 代码 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | | 000001 上证指数 | 3876.37 | +6.09 +0.16% | | | 399001 深证成指 13053.97 -170.54 -1.29% | | | | | 399006 创业板指 | 3107.06 | -68.85 -2.17% | | 盘面上，医药商业板块大涨，漱玉平民、华人健康20cm涨停；银行股全线上涨，上海银行、渝农银行涨超3%；IP经济、军工装备、 零售板块涨幅居前。另外，海南本地股集体调整， ...

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.16%, the Shenzhen Component Index falling by 1.29%, and the ChiNext Index declining by 2.17% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.66 trillion yuan, a decrease of 155.7 billion yuan compared to the previous trading day [1] Sector Performance - The banking sector experienced a rebound, with Shanghai Bank rising over 3% [1] - The retail sector showed strength, with Central Plaza and Shanghai Jiubai hitting the daily limit [1] - The commercial aerospace sector was active, with Shengyang Technology achieving two consecutive limit-ups and Shunhao Co. also hitting the limit [1] - The pharmaceutical commercial sector continued its strong performance, with Luyan Pharmaceutical achieving two consecutive limit-ups and Zhongyao Holdings hitting four limit-ups in seven days [1] - The IP economy sector was active, with Guobo Co. and Sanxiang Impression hitting the limit [1] - Conversely, the lithium battery sector saw a decline, with Haike Xinyuan and Huasheng Lithium falling significantly [1] Stock Highlights - Notable stocks include Huasheng Lithium, Shunhao Co., Haike Xinyuan, Shanghai Jiubai, Shanghai Bank, Sanxiang Impression, Zhongyao Holdings, Guobo Co., Luyan Pharmaceutical, Shengyang Technology, and Central Plaza [1][2]

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index opening lower but rebounding, while the ChiNext Index opened low and fell over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.66 trillion yuan, a decrease of 155.7 billion yuan compared to the previous trading day [7] - Nearly 2,900 stocks in the market rose [1] Sector Performance - The banking sector experienced a volatile rise, with Shanghai Bank increasing by over 3% [1] - The retail sector showed strength, with Central Plaza and Shanghai Jiubai hitting the daily limit [1] - The commercial aerospace concept stocks were active, with Shengyang Technology achieving two consecutive limit-ups and Shunhao Shares hitting the daily limit [1] - The pharmaceutical commercial sector continued its strong performance, with Luyan Pharmaceutical achieving two consecutive limit-ups and Zhongyao Holdings hitting four limit-ups in seven days [1] - The IP economy concept stocks performed actively, with Guobo Shares and Sanxiang Impression hitting the daily limit [1] - In contrast, the lithium battery sector declined, with Haike Xinyuan and Huasheng Lithium falling significantly [1][2] Index Closing Data - As of the market close, the Shanghai Composite Index rose by 0.16%, while the Shenzhen Component Index fell by 1.29%, and the ChiNext Index dropped by 2.17% [3][4]

今日市场震荡分化，银行、煤炭等红利风格强势，支撑沪指走势，新能源、算力等赛道股调整，拖累创 业板。市场全天成交1.6万亿，较上个交易日缩量超千亿，两市上涨个股总体涨多跌少。 盘面上，医药商业概念强势爆发，漱玉平民、华人健康等多股涨停。消息面上，近期，蚂蚁集团正式推 出AI健康应用"蚂蚁阿福"，月活跃用户规模超1500万。市场人士认为，AI技术与健康管理场景的深度融 合有望开启新增长空间，提振板块整体情绪。 其他热点方面，银行板块午后拉升，上海银行、渝农商行等股涨超3%；煤炭板块走高，安泰集团、陕 西煤业等股领涨；存储芯片板块午后拉升，万润科技一度涨停；券商板块高开低走，中金公司涨停价开 盘，最终收涨3.7%；CPO、锂电等板块走低。 展望后市，中银证券认为，随着地缘政治风险的缓和以及中美政策预期的逐步落地，明年A股的跨年配 置行情有望提前启动，围绕"春躁"布局，可重点关注科技+"反内卷"两条主线。 从个股看，两市上涨2845家，下跌2416家，199家涨幅持平。两市共72股涨停，共8股跌停。 截至收盘，沪指涨0.16%报3876.37点，成交7049亿元；深成指跌1.29%报13053.97点，成交9506亿 ...

转自：智通财经 【收评：创业板指低开低走跌超2% 商业航天、零售概念延续强势】智通财经12月18日电，三大指数涨 跌不一，沪指低开回升，创业板指低开低走跌超2%。沪深两市成交额1.66万亿，较上一个交易日缩量 1557亿。全市场近2900只个股上涨。从板块来看，银行板块震荡拉升，上海银行涨超3%零售概念走 强，中央商场、上海九百涨停。商业航天概念走势活跃，盛洋科技2连板，顺灏股份涨停。医药商业延 续强势，鹭燕医药2连板，重药控股7天4板。IP经济概念表现活跃，广博股份、三湘印象涨停。下跌方 面，锂电池板块回落，海科新源、华盛锂电大跌。板块方面，医药商业、银行、零售等板块涨幅居前， 电池、电网设备等板块跌幅居前。截至收盘，沪指涨0.16%，深成指跌1.29%，创业板指跌2.17%。 ...

Market Overview - A-shares showed mixed performance on December 18, with the Shanghai Composite Index rising by 0.16% to 3876.37 points, while the Shenzhen Component Index fell by 1.29% to 13053.97 points, and the ChiNext Index dropped by 2.17% to 3107.06 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.66 trillion, with nearly 2900 stocks rising [1] Sector Performance Banking Sector - Bank stocks experienced a broad increase, with Shanghai Bank and Chongqing Rural Commercial Bank rising over 3% [1] Retail Sector - Retail concepts showed strength, with Central Plaza and Shanghai Jiubai hitting the daily limit [1] Commercial Aerospace - The commercial aerospace sector was active, with multiple stocks including Shengyang Technology and Shunhao Co. hitting the daily limit [1][2] Pharmaceutical Sector - The pharmaceutical sector continued to perform well, with stocks like Luyan Pharmaceutical and Zhongyao Holdings hitting the daily limit [1][3] Consumer Sector - The consumer sector, including retail, apparel, and food and beverage, led the gains, with stocks like Baida Group achieving six consecutive limits [1][4] Institutional Insights Economic Policy Outlook - Everbright Securities anticipates a favorable cross-year market for A-shares, supported by ongoing domestic economic policies and historical performance trends [5] - Huaxi Securities suggests focusing on the consumer sector as technology rotation slows down, with an emphasis on the high-low cut logic [6] - Bank of China Securities views A-shares as being in a "bull market continuation" phase, highlighting the importance of technology and anti-involution themes for future investment [7]

Market Overview - The indices experienced fluctuations, with the ChiNext index dropping over 2% in the afternoon session [1] - The Shanghai Composite Index closed at 3876.37 points, up 0.16%, while the Shenzhen Component Index closed at 13053.97 points, down 1.29%, and the ChiNext Index at 3107.06 points, down 2.17% [2][14] Sector Performance - The pharmaceutical retail sector showed strong performance, with stocks like Shangyu Pingmin and Huaren Health hitting the daily limit [1] - The retail sector was active, with companies such as Central Plaza and Yimin Group also reaching the daily limit [1] - The banking sector rebounded in the afternoon, with Shanghai Bank leading the gains [1] - Conversely, the Hainan sector saw significant declines, particularly Haima Automobile, while the battery sector continued to fall, led by Huasheng Lithium [1][15] Hot Sectors - **Pharmaceutical Retail**: The AI health app "Ant Financial Health" saw a surge in downloads, reaching third place on the Apple app store, with over 15 million monthly active users [4][16] - **Storage Chips**: Micron Technology reported better-than-expected earnings for Q1 FY2026, raising its capital expenditure forecast from $18 billion to $20 billion due to tight supply and rising prices in the storage chip market [5][17] Monetary Policy - The People's Bank of China conducted a 883 billion yuan reverse repurchase operation with a 1.40% interest rate, alongside a 1000 billion yuan 14-day reverse repurchase operation to stabilize liquidity [19] - There are expectations for a potential reserve requirement ratio (RRR) cut in early 2026, estimated at 0.5 percentage points, injecting approximately 1 trillion yuan into the market [19] Industry Insights - The China Photovoltaic Industry Association reported a price recovery in the photovoltaic sector, with average prices for polysilicon increasing by 34.4% year-on-year as of November [20] - The investment outlook for 2026 suggests a focus on sectors like AI, new energy, military, and innovative pharmaceuticals, with a shift towards cash flow generation in stock selection [21]

证券日报网讯12月17日晚间，重药控股（000950）发布公告称，公司将于2025年12月22日14：30召开 2025年第五次临时股东会。 ...

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.16% while the Shenzhen Component Index and the ChiNext Index fell by 1.29% and 2.17% respectively [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.66 trillion yuan, a decrease of 155.7 billion yuan compared to the previous trading day [1][7] - Nearly 2,900 stocks in the market experienced an increase [1] Sector Performance - The banking sector saw a rebound, with Shanghai Bank rising over 3%, and retail concepts also performed well, with Central Plaza and Shanghai Jiubai hitting the daily limit [2][3] - The aerospace sector was active, with Shengyang Technology achieving two consecutive limit-ups and Shunhao Co. also hitting the limit [2] - The pharmaceutical retail sector continued its strong performance, with Luyan Pharmaceutical achieving two consecutive limit-ups and Zhongyao Holdings hitting four limit-ups in seven days [2] - The IP economy sector was active, with Guobo Co. and Sanxiang Impression hitting the limit [2] - In contrast, the lithium battery sector saw declines, with Haike Xinyuan and Huasheng Lithium experiencing significant drops [2][3]