中国经济网北京12月10日讯 市场今日探底回升，三大指数涨跌不一。截至收盘，上证综指报3900.50点， 跌幅0.23%，成交额7303.60亿元；深证成指报13316.42点，涨幅0.29%，成交额10481.45亿元；创业板指报 3209.00点，跌幅0.02%，成交额4890.59亿元。 板块方面，贵金属、零售、教育等板块涨幅居前，贸易、其他电源设备、元件等板块跌幅居前。 A股市场板块涨跌幅排行 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） = 总成交额（亿元）▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 音类置 | 3.38 | 508.29 | 91.27 | 8.53 | 11 | 0 | | 2 | 零售 | 2.08 | 4397.03 | 304.60 | -20.78 | રેર | 14 | | 3 | 教育 | 1.87 | 622.18 | 40.46 | 1.52 | 12 | ব | | র্ব | 房地产 | 1.80 | 6012 ...

Core Viewpoint - The A-share market experienced a decline in the morning session, with all three major indices closing lower, indicating a bearish trend in the market [1]. Market Performance - The Shanghai Composite Index closed at 3881.51 points, down 0.72% - The Shenzhen Component Index closed at 13202.49 points, down 0.56% - The ChiNext Index closed at 3170.26 points, down 1.23% [1]. Sector Performance - The sectors that performed well included precious metals, retail, and airport transportation, with notable gains [1]. - Conversely, sectors such as other power equipment, components, and trade saw significant declines [2]. Sector Rankings - Top performing sectors: - Precious metals: +2.35% with a total transaction volume of 332.13 million hands and a net inflow of 5.58 billion - Retail: +1.68% with a total transaction volume of 3395.57 million hands and a net outflow of 22.19 billion - Airport transportation: +1.07% with a total transaction volume of 915.96 million hands and a net inflow of 8.02 billion [2]. - Underperforming sectors: - Other power equipment: -2.12% with a total transaction volume of 314.04 million hands and a net outflow of 13.74 billion - Components: -1.79% with a total transaction volume of 934.12 million hands and a net outflow of 38.62 billion - Trade: -1.73% with a total transaction volume of 236.12 million hands and a net outflow of 2.63 billion [2].

证券之星消息，12月9日其他电源设备板块较上一交易日上涨0.98%，欧陆通领涨。当日上证指数报收 于3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002255 | 海陆重工 | 11.83 | -2.71% | 51.13万 | | 6.12亿 | | 300820 | 英杰电气 | 48.08 | -2.38% | 3.66万 | | 1.77亿 | | 688719 | 爱科赛博 | 48.23 | -2.31% | 12.01万 | | 6.05 亿 | | 920110 | 雷特科技 | 34.80 | -2.03% | 2198.09 | | 771.30万 | | 002366 | 融发核电 | 7.15 | -1.92% | 35.78万 | | 2.57亿 | | 600212 | 绿能慧充 | 8.34 | -1.88% | 13.24万 | | ...

A股市场板块涨跌幅排行 中国经济网北京12月9日讯 今日早盘两市震荡，截至午间收盘，上证指数报3918.83点，跌幅0.13%；深证成指报13341.62点，涨幅0.09%；创业板指报 3224.38点，涨幅1.07%。 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量 (万手) ▼ 总成交额 (亿元) ▼ | 浄流入（亿元） ▼ | 上涨家数 | 下跌家 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 元件 | 2.48 | 1355.05 | 580.34 | 77.90 | ਦੇਤੋ | 6 | | 2 | 通信服务 | 1.34 | 880.17 | 154.47 | 3.03 | 24 | 19 | | ന | 零售 | 1.30 | 2957.46 | 185.43 | -4.58 | 46 | 23 | | ব | 军工电子 | 1.04 | 1953.50 | 352.79 | -18.71 | 40 | 22 | | 5 | 其他电源设备 | 1.02 | 473.20 | 141.01 | 0.13 | 20 | ...

中国经济网北京12月8日讯 A股三大指数集体上涨，截至收盘，上证指数报3924.08点，涨幅0.54%，成交额8394.39 亿元；深证成指报13329.99点，涨幅1.39%，成交额11972.07亿元；创业板指报3190.27点，涨幅2.60%，成交额5818.21亿 元。 | 序号 | 板块 | 涨跌幅(%)▼ | 总成交量(万手) ▼ | 总成交额(亿元) * | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 通信设备 | 3.55 | 2854.92 | 1481.20 | 84.94 | 80 | 7 | | 2 | 脂源等層 | 3.27 | 382.79 | 174.80 | 20.35 | 13 | 0 | | 3 | 其他电子 | 3.14 | 673.21 | 263.57 | 20.09 | 32 | 2 | | 4 | 元件 | 3.02 | 1394.08 | 601.08 | 53.04 | 56 | 4 | | 5 | 未含体 | 2.39 | 2201.55 ...

Market Overview - The other power equipment sector declined by 1.19% on the previous trading day, with Yingjie Electric leading the decline [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Aike Saibo (688719) saw a significant increase of 15.06%, closing at 45.54, with a trading volume of 152,900 shares and a transaction value of 629 million [1] - Yingjie Electric (300820) experienced a notable drop of 6.21%, closing at 50.63, with a trading volume of 91,500 shares and a transaction value of 463 million [2] - Other notable declines included Oulu Tong (300870) down 3.17% and KOTAI Power (300153) down 2.89% [2] Capital Flow - The other power equipment sector saw a net outflow of 519 million from institutional investors, while retail investors had a net inflow of 357 million [2] - The capital flow data indicates that Aike Saibo had a net inflow of 83.78 million from institutional investors, while retail investors experienced a net outflow of 33.92 million [3] - New Electric (300593) also had a net inflow of 38.70 million from institutional investors, with retail investors seeing a net outflow of 18.69 million [3]

证券研究报告 电力设备 | 其他电源设备 Ⅱ 非金融|公司点评报告 hyzqdatemark 2025 年 12 月 01 日 投资评级： 买入（维持） 查浩 SAC：S1350524060004 zhahao@huayuanstock.com 刘晓宁 SAC：S1350523120003 liuxiaoning@huayuanstock.com 戴映炘 SAC：S1350524080002 daiyingxin@huayuanstock.com 市场表现： | 基本数据 | | | 2025 | 年 | 月 28 | 11 | 日 | | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | 21.46 | | | | 一 年 内 高 / 低 | 最 | 最 | | | 24.75/13.98 | | | | （元） | | | | | | | | | 总市值（百万元） | | | | | 74,216.41 | | | | 流通市值（百万元） | | | | | 57,327.53 | | | | 总股本（百万股） | | | ...

Core Insights - The report suggests a shift towards a balanced strategy in response to external disturbances and internal market conditions, emphasizing the importance of equilibrium in investment approaches [2][4][29] - Four industries identified as having "low position + marginal improvement" potential, which are expected to benefit from low valuations and improving economic conditions [2][4] Industry Recommendations - **Low Position Recovery (Dynamic)**: The recommended sectors include Beauty Care, Transportation, Other Power Equipment, Semiconductors, Automotive, Bioproducts, Traditional Chinese Medicine, and Home Appliances [4][6] - **Low Position + Marginal Improvement (Dynamic)**: The sectors highlighted are Beauty Care, Transportation, Other Power Equipment, and Semiconductors [4][6] Market Analysis - The A-share market experienced significant adjustments in November due to three main factors: 1. Federal Reserve liquidity expectations were disrupted by the U.S. government shutdown, leading to market uncertainty regarding the December interest rate meeting [4] 2. The intensifying debate over AI narratives and technical corrections in high-performing stocks, particularly in the AI sector, caused a decline in market sentiment [4] 3. A rebalancing of market styles, with funds shifting from high-volatility growth stocks to low-valuation, high-dividend sectors, resulting in a rise in bank and oil sectors [4] Sector-Specific Insights - **Beauty Care**: The sector is expected to see a revival in new consumption themes towards the end of the year, with a 17.95% year-on-year increase in retail sales for cosmetics [6][10] - **Transportation**: Valuations are low, and improved U.S.-China relations are anticipated to boost export demand, leading to a recovery in shipping [6][10] - **Other Power Equipment**: Increased investments in power grid and supply equipment due to AI-related electricity shortages are expected [4][6] - **Semiconductors**: Continuous demand for AI computing power and a chip shortage in the automotive sector are driving a super cycle in storage [4][6] Economic Indicators - The report provides detailed indicators for the identified sectors, showing positive trends in various metrics such as retail sales, average prices, and investment levels [6][10][22]

Market Overview - The other power equipment sector increased by 0.59% compared to the previous trading day, with ST Huaxi leading the gains [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - ST Huaxi (002630) closed at 2.87, up 5.13% with a trading volume of 604,700 shares and a turnover of 172 million yuan [1] - Aikesaibo (688719) closed at 44.63, up 3.62% with a trading volume of 59,300 shares and a turnover of 263 million yuan [1] - Shanghai Electric (601727) closed at 8.88, up 3.14% with a trading volume of 2,667,600 shares and a turnover of 2.348 billion yuan [1] - Other notable stocks include Keda (002518) at 45.06 (+2.88%), Oulu Tong (300870) at 220.99 (+2.81%), and ST Yishite (300376) at 5.78 (+1.58%) [1] Capital Flow - The other power equipment sector experienced a net outflow of 415 million yuan from institutional investors, while retail investors saw a net inflow of 342 million yuan [2] - The capital flow for key stocks shows that Shanghai Electric had a net inflow of 17.5 million yuan from institutional investors, while ST Huaxi had a net inflow of 27.7 million yuan [3] - Aikesaibo and Keda also saw net inflows from retail investors, indicating interest in these stocks despite the overall sector outflow [3]

（文章来源：每日经济新闻） 每经AI快讯，其他电源设备板块短线拉升，欧陆通涨超12%，新雷能、麦格米特、中恒电气、海陆重 工、科士达、通合科技等跟涨。 ...