兄弟姐妹们啊，今天的市场，走势颇为震荡，所幸尾盘三大指数均录得上涨。 一起看看发生了什么事情。 A股震荡上涨 11月24日，A股全天震荡，三大指数小幅上涨。截至收盘， 沪指涨0.05%，深成指涨0.37%，创业板指涨0.31%。 市场共4228只个股上涨，79只个股涨停，1104只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 耳中 | 涨停 | 79 | | 涨幅 | > 7% | 174 | | 涨幅 | 5-7% | 178 | | 涨幅 | 3-5% | 685 | | 涨幅 | 0-3% | 3191 | | 跌幅 | 0-3% | 927 | | 跌幅 | 3-5% | 79 | | 跌幅 | 5-7% | 45 | | 跌幅 | > 7% | 53 | | 其中 跌停 | | 34 | | 上涨家数 | | 4228 | | 下跌家 | 文教 | 1104 | | 平盘停牌 当日种数 | | 120 | | | | 5452 | | | | 17403.50亿 | | 总成交 | | 120006.6万 | | 涨家增减 | | 1502 | | ...

11月24日，A股三大指数高开。截至收盘，沪指涨0.05%，收报3836.77点；深证成指涨0.37%，收报12585.08点；创业板指涨0.31%，收报2929.04点。 上涨股票数量超过4200只，近80只股票涨停。 军工板块爆发，中船防务4天2板，江龙船艇6天3板。AI应用概念股走强，久其软件、省广集团等多股涨停。下跌方面，锂矿概念股下挫，盛新锂能跌停。 算力硬件概念走弱，工业富联触及跌停。 来源：读创财经 | 上证指数 | 深证成指 | 创业材 | | --- | --- | --- | | 3836.77 | 12585.08 | 2929 | | 1.88 0.05% | 47.01 0.37% | 8.96 ( | | 科创 50 | 沪深 300 | 上证 | | 1296.60 | 4448.05 | 2950 | | 10.77 0.84% | -5.56 -0.12% | -5.29 - | | 中证500 | 上证 180 | 中证1 | | 6868.97 | 9713.47 | 7156 | | 51.56 0.76% | -4.37 -0.04% | 88.71 1 | 沪深两市 ...

Investment Strategy Overview - The report aims to summarize important internal deep reports, significant commentary, and marginal changes in the macro strategy group of large manufacturing [1] - The investment strategy for the mechanical industry in 2026 focuses on cyclical reversal, growth emergence, and accelerated overseas expansion [4] Core Companies and Recommendations - Key companies recommended include Yokogawa Precision, Zhejiang Rongtai, Shanghai Yanpu, Taotao Vehicle, Sany Heavy Industry, XCMG, and others [2][3] - The core portfolio consists of companies such as Sany Heavy Industry, XCMG, and China Shipbuilding, among others, indicating a diversified investment approach [3] Industry Performance and Trends - As of November 21, 2025, the best-performing indices in the manufacturing sector included shipbuilding and engineering machinery, with declines of -0.4% and -2.7% respectively [17][19] - The mechanical sector is expected to see a cyclical reversal with improvements in engineering machinery, industrial gases, shipbuilding, photovoltaic equipment, and lithium battery equipment [6] Growth Opportunities - Growth areas identified include embodied intelligence, controllable nuclear fusion, semiconductor equipment, AIDC, and PCB equipment, with a focus on domestic and international market expansion [6][7] - The report highlights the importance of domestic substitution in semiconductor equipment and the ongoing demand for AI-driven solutions in AIDC [7] Company-Specific Insights - For Zhejiang Rongtai, Q3 2025 saw a significant increase in revenue and net profit, with a gross margin reaching a new high of 38%, indicating strong performance despite industry headwinds [8][9] - The company is also investing in humanoid robot components, which are expected to drive future growth, particularly with the upcoming mass production of Tesla's humanoid robots [8][9] Earnings Forecasts - Earnings forecasts for key companies show substantial growth, with projected net profits for 2025-2027 for companies like Yokogawa Precision and Zhejiang Rongtai indicating strong CAGR rates [15][8] - For instance, Zhejiang Rongtai's net profit is expected to grow from 2.77 billion to 8.39 billion by 2027, reflecting a CAGR of 53.9% [8][15]

（文章来源：证券时报网） 龙虎榜数据显示，该股因连续3个交易日内日收盘价格涨幅偏离值累计达30%、日换手率达30%、日收 盘价涨幅达15%上榜龙虎榜3次，买卖居前营业部中，机构净买入9811.50万元，深股通累计净买入1.47 亿元，营业部席位合计净卖出1.09亿元。 据天眼查APP显示，江龙船艇科技股份有限公司成立于2003年01月21日，注册资本37766.7996万人民 币。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.11.21 | 14.50 | 55.14 | 6859.20 | | 2025.11.20 | 2.09 | 55.33 | -9101.93 | | 2025.11.19 | 20.03 | 48.67 | 19496.56 | | 2025.11.18 | -2.02 | 46.42 | -5478.95 | | 2025.11.17 | 20.01 | 45.88 | 32845.07 | | 2025.11.14 | 0.59 | 12.64 | 36 ...

今日A股市场探底回升，三大指数集体收红。沪深两市成交额1.73万亿，较上一个交易日缩量2379亿。 两市成交额:1.73万亿 较上一日:-2379亿 今日预测量能: 1.73万亿 -2379亿 创业板指 上证指数 深证成指 -3836.76 ▲2929.04 -12585.08 +1.88 +0.05% +47.01 +0.37% +8.96 +0.31% 市场概况 2353 1290 822 350 156 132 120 79 103 57 27 42 34 大于 +8% 小于 涨停 跌停 +8% +6% 0% -2% -4% -6% -8% +4% +2% -8% 上涨 4228家 持平 120家 下跌 1104家 涨停 79家 停牌 12家 跌停 34家 市场热度: 71 0 0 50 100 盘面上，市场热点轮番活跃，全市场超4200只个股上涨。从板块来看， 商业航天概念持续拉升 ，航天发展等10股涨停。 军工板块爆发 ，中船防务4 天2板，江龙船艇6天3板。 AI应用概念股快速走强 ，久其软件、省广集团等多股涨停。下跌方面，锂矿概念股下挫，盛新锂能跌停。算力硬件概念 走弱，权重工业富联触及跌停。 ...

公司主要从事公务执法船艇、旅游休闲船艇和特种作业船艇的设计、研发、生产和销售，为客户提 供从应用设计、产品制造到维修保养等全方位的个性化服务解决方案。公司的经营情况、内外部经营环 境未发生重大变化。 11月19日，江龙船艇(300589.SZ)发布公告称，公司股票交易价格连续三个交易日内收盘价格涨幅 偏离值累计超过30%，属于股票交易异常波动的情形。 ...

凤凰网财经讯 11月24日，市场早盘高开回落，三大指数集体翻绿，创业板指跌近1%。截至午间收盘， 沪指跌0.34%，深成指跌0.59%，创业板指跌0.77%。沪深两市半日成交额1.02万亿，较上个交易日缩量 2807亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 强制幅% | | 涨跌 | | 总手 | 现手 金额 | | 上证指数 | 3821.68 | -0.34 | -13.21 | 1334/897 | 0.08 | 3.0017. | 158 4248.60 7. | | 深证成指 | 12463.79 | -0.59 | -74.28 | 1770/1015 | 0.11 | 4.11 7. | 592 5999.68 亿 | | 北证50 | 1375.73 | -0.12 | -1.66 | 130/145 | -0.04 | 364万 | 192 77.47 7. | | 创业板指 | 2897.68 | -0.77 | -22.40 | аво/зае ...

每经AI快讯，11月24日，市场早盘高开回落，三大指数集体翻绿，创业板指跌近1%。沪深两市半日成 交额1.02万亿，较上个交易日缩量2807亿。盘面上热点快速轮动切换，全市场超3200只个股上涨。从板 块来看，商业航天概念集体上涨，上海港湾（605598）、航天动力（600343）等多股涨停。军工板块再 度走强，中船防务（600685）4天2板。地产板块表现活跃，财信发展（000838）3连板，世联行 （002285）2连板。下跌方面，锂矿概念股多数回调，盛新锂能（002240）2连跌停。算力硬件概念快速 回落，工业富联（601138）触及跌停，"易中天"光模块三巨头震荡下跌。板块方面，军工、商业航天、 风电设备等板块涨幅居前，能源金属、海南、燃气等板块跌幅居前。截至收盘，沪指跌0.34%，深成指 跌0.59%，创业板指跌0.77%。 ...

Market Overview - The recent adjustment in A-shares is attributed to multiple factors, including external pressures from the U.S. labor market and geopolitical tensions, which have affected market risk appetite [1][14] - The Shanghai Composite Index faced significant resistance at the 4000-point mark, leading to a decline in market confidence as it repeatedly failed to maintain this level [1][14] - The internal market structure shows significant differentiation, with a rebalancing of market styles and a focus on stock selection due to limited profit-making opportunities [1][14] Short-term and Mid-term Outlook - Despite short-term adjustments, the mid-term outlook remains positive, supported by expectations for upcoming economic policy meetings in December that may signal growth and innovation support [2][15] - The October CPI stabilization indicates a recovery in economic momentum, while the central bank's commitment to maintaining a loose monetary policy suggests potential for further easing measures [2][15] - The report suggests that the space for significant downward movement in indices is limited due to policy support [2][15] Sector Performance - The shipbuilding sector has shown resilience, with notable gains in recent weeks, reflecting ongoing government support for military modernization and defense technology [6][7] - AI application stocks have surged, driven by advancements in AI technology and government initiatives to promote smart technologies, indicating a strong investment opportunity in this sector [8] - The cultural media sector has also been active, with gaming and interactive media showing potential for growth, particularly as AI technology enhances content production [9] Investment Strategy - Investors are advised to adopt a balanced approach, focusing on sectors with strong earnings support, such as technology (semiconductors, AI) and cyclical industries (solar, batteries) [16] - High-dividend stocks, particularly in banking and public utilities, are recommended for their stability and potential for continued interest from investors [13][16] - Caution is advised against high-valuation stocks lacking fundamental support, emphasizing the importance of selecting stocks with solid performance metrics [16]

Core Viewpoint - The shipbuilding sector experienced a significant surge, with multiple companies in the China Shipbuilding Group seeing notable stock price increases, particularly China Shipbuilding Defense reaching its daily limit up [1]. Group 1 - The China Shipbuilding Group concept stocks showed strong performance, with China Shipbuilding Defense hitting the daily limit up [1]. - Other companies that followed the upward trend include Jiuzhiyang, China Marine Defense, China Shipbuilding Technology, Kunshan Intelligent, ST Emergency, and China Shipbuilding Hanguang [1].