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收评:创业板指跌超2%,医药、半导体等板块走低,风电概念逆市活跃
Zheng Quan Shi Bao Wang· 2025-09-26 08:06
Market Overview - On September 26, the stock indices of both markets experienced fluctuations and declined, with the ChiNext Index dropping over 2%, and more than 3,400 stocks in the market showing losses [1] - The Shanghai Composite Index closed down 0.65% at 3,828.11 points, the Shenzhen Component Index fell 1.76% to 13,209 points, and the ChiNext Index decreased by 2.6% to 3,151.53 points, while the Northbound 50 Index dropped nearly 2% [1] - The total trading volume of the Shanghai and Shenzhen stock exchanges combined reached 21,664 billion [1] Sector Performance - Sectors such as tourism, media, pharmaceuticals, and semiconductors saw declines, while sectors like chemical fiber, insurance, electricity, and oil experienced gains [1] - Military trade and wind power concepts were notably active in the market [1] Future Market Outlook - According to China Merchants Securities, there is a historical pattern of "pre-holiday contraction and post-holiday explosion" in financing before and after the National Day holiday [1] - The market typically shows a relatively calm trend before the holiday, but risk appetite improves significantly afterward [1] - Following the Federal Reserve's interest rate cut in September, historical data suggests a higher probability of A/H shares rising in the future [1] - The current market is still in the second phase of a bull market, with three main driving factors for the recent rise in A-shares remaining unchanged, indicating potential for continued growth along low penetration rate tracks until a significant policy shift occurs [1]
收评:股指普遍调整 化纤股及风电股领涨 游戏股及元件股领跌
Zhong Guo Jin Rong Xin Xi Wang· 2025-09-26 07:37
消息面上 转自:新华财经 新华财经北京9月26日电(罗浩)沪深两市三大股指26日早间普遍低开,各股指盘初完成缺口回补,转 涨后不久开始震荡下行,午后跌幅扩大,收盘时均显著下跌。 板块方面,神马股份因其控股股东拟实施战略重组消息涨停,带动新凤鸣、恒逸石化、新乡化纤、桐昆 股份等化纤股大幅上涨;风电板块延续近日强势表现,板块龙头明阳智能涨停,天能重工涨约8%。当 日,可燃冰、水务、航空、保险、POE胶膜等板块亦有显著上涨。游戏、元器件、铜缆高速连接、消费 电子、CPO概念等板块则遭遇较大幅度调整。 截至收盘,沪指报3828.11点,跌幅0.65%,成交额约9279亿元;深成指报13209.00点,跌幅1.76%,成 交额约12190亿元;创业板指报3151.53点,跌幅2.60%,成交额约5702亿元;科创综指报1671.02点,跌 幅1.97%,成交额约2466亿元;北证50指数报1528.98点,跌幅1.81%,成交额约195亿元。 机构观点 巨丰投顾:周五市场震荡运行,风电设备板块涨幅居前。目前形势下,财政货币政策在四季度有望实现 季节性发力,对盈利周期形成提振;在政策刺激下,A股与经济有望同步出现向上的拐 ...
A股收评:三大指数集体下跌,创业板指跌2.6%,游戏、英伟达概念跌幅居前
Ge Long Hui· 2025-09-26 07:07
Market Performance - The three major A-share indices collectively declined, with the Shanghai Composite Index down 0.65% to 3828 points, the Shenzhen Component Index down 1.76%, and the ChiNext Index down 2.6% [1] - The total trading volume for the day was 2.17 trillion yuan, a decrease of 225.7 billion yuan compared to the previous trading day, with over 3400 stocks declining across the market [1] Sector Performance - The gaming sector experienced a significant drop, with Jibite hitting the daily limit down [1] - The Nvidia concept stocks fell, with Magmi Tech down nearly 8% [1] - CPO and optical communication modules also saw declines, with Hangdian Co. hitting the daily limit down [1] - Other sectors that faced notable declines included laser radar, consumer electronics, and copper cable high-speed connections [1] - Conversely, the wind power equipment sector rose, with Weili Transmission and Mingyang Smart Energy hitting the daily limit up [1] - The chemical fiber sector saw gains, with Shunhua Co. hitting the daily limit up [1] - The pesticide and veterinary drug sector was active, with Lanfeng Biochemical hitting the daily limit up [1] - Other sectors with notable increases included fertilizers, plant-based meat, and green electricity [1] Index Performance - The Shanghai Composite Index closed at 3828.11, down 25.20 points or 0.65% [1] - The Shenzhen Component Index closed at 13209.00, down 236.90 points or 1.76% [1] - The ChiNext Index closed at 3151.53, down 84.23 points or 2.60% [1] - The CSI 300 Index closed at 4550.05, down 43.44 points or 0.95% [1] - The CSI 500 Index closed at 7240.91, down 100.41 points or 1.37% [1] - The CSI 1000 Index closed at 7397.59, down 108.92 points or 1.45% [1]
002513 5连板!化工股逆势爆发!
Zheng Quan Shi Bao Wang· 2025-09-26 04:58
今日早盘,A股低开震荡整理,创业板指跌逾1%,失守3200点,上证指数、深证成指、北证50等也小幅飘绿。上涨个股略多于下跌个股,成交呈微幅萎 缩趋势。 盘面上,化纤、风电设备、业绩预增、能源金属等板块涨幅居前,消费电子、云服务、化学制药、铜缆高速连接等板块跌幅居前。 | 代码 | 名称 | | 最新 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3846.33 | -0.18% | | 399001 | 深证成指 | . | 13339.82 | -0.79% | | 399006 | 创业板指 | . | 3198.01 | -1.17% | | 000016 | 上证50 | œ | 2947.30 | -0.18% | | 000300 | 沪深300 | | 4574.03 | -0.42% | | 000688 | 科创20 | | 1466.84 | -0.52% | | 899050 | 北证50 | . . | 1542.10 | -0.97% | | 000905 | 中证500 | œ | 7307.40 | -0.4 ...
两市缩量调整 沪指半日微跌0.18%
Mei Ri Jing Ji Xin Wen· 2025-09-26 04:57
9月26日,大盘低开后缩量震荡,截至上午收盘,上证指数跌0.18%报3846.33点,深证成指跌0.79%,创业板指跌1.17%,北证50跌0.97%,科创50跌0.52%, 中证A500跌0.47%,A股半日成交1.38万亿元。 | 上证指数 | | 000001 | | --- | --- | --- | | 3846.33 | -6.97 -0.18% | 米 | | SSE 11:30:03 交易中 | 十八 八 福州 交流出线式 | | | 全额 | | 5958.67亿 | | 成交量 | | 352.11亿 | | 开盘 | | 3839.86 (-0.35%) | | FFF | | 3856.61 ( 0.09%) | | 最低 | | 3837.12 (-0.42%) | | 三次图出 | 16.5 古树地 | 1.48 | | 5日 | 0.69% 20日 | -0.30% | | 60日 | 10.77% 今年 | 14.76% | | 52周高 | 3899.96 52周低 | 2689.70 | 板块方面,石油化纤板块半日领涨,桐昆股份、恒逸石化放量大涨6%。地产股企稳回升,合肥城 ...
两市缩量调整,沪指半日微跌0.18%
Mei Ri Jing Ji Xin Wen· 2025-09-26 04:47
每经记者|刘明涛 每经编辑|叶峰 9月26日,大盘低开后缩量震荡,截至上午收盘,上证指数跌0.18%报3846.33点,深证成指跌0.79%,创业板指跌1.17%,北证50跌0.97%,科创50跌0.52%, 中证A500跌0.47%,A股半日成交1.38万亿元。 | 上证指数 | | 000001 | 本 | | --- | --- | --- | --- | | 3846 | | -6.97 -0.18% | | | SSE 11:30:03 交易中 | | 产深市场核心指数 / ■ + | | | 全额 | | | 5958.67亿 | | | | | 352.11亿 | | | | | 3839.86 (-0.35%) | | 最高 | | | 3856.61 ( 0.09%) | | 最低 | | | 3837.12 (-0.42%) | | 11 1888 1 | 16.5 | 十家用品 | 1.48 | | 5日 | 0.69% | 20日 | -0.30% | | 60日 | 10.77% | 今年 | 14.76% | | 52周高 | 3899.96 | 52周低 | 2689.70 | ...
瓶片短纤数据日报-20250926
Guo Mao Qi Huo· 2025-09-26 03:58
| | | | | 投资咨询号 | | --- | --- | --- | --- | --- | | | | | 国贸期货研究院 | Z0017251 2025/9/26 | | | | | 能源化工研究中心 陈胜 | 从业资格号: | | | | | | F3066728 | | 指标 | 2025/9/24 | 2025/9/25 | 变动值 | | | PTA现货价格 | 4525 | 4585 | 60.00 | | | MEG内盘价格 | 4301 | 4315 | 14. 00 | 现货资讯: | | | | | | 短纤:涤纶短纤涨100至6372。现货市场:涤纶 | | PTA收盘价 | 4626 | 4678 | 52. 00 | 短纤生产工厂价格僵持,贸易商价格偏暖,下游 | | MEG收盘价 | 4234 | 4246 | 12. 00 | 按需补货,华南成交放量,其他成交一般。 | | | | | | 1.56dtex*38mm半光本白(1.4D)涤纶短纤华东市 | | 1.4D直纺涤短 | 6460 | 6500 | 40. 00 | 场价格在6300-6550现款现汇含税自提,华 ...
仪征化纤推出系列劳保新品
Zhong Guo Hua Gong Bao· 2025-09-26 02:43
中化新网讯 9月24日,中国石化仪征化纤公司携怡然速干涤纶工装面料、防砸劳保鞋等劳动保护系列产 品亮相第四届易派客工业品展览会暨石油石化工业展览会。 轻柔保暖絮片则利用熔喷布生产装置研制,性能与同重量羽绒相当,不仅实现了保暖材料的自主创新, 还为服装加工企业提供了阻燃和远红外两种特殊功能冬装用絮片。 仪纶防静电工装面料作为合成纤维,能在保障防静电性能的同时适用于紫外线不强的户外环境,有效解 决产业工人在室外工作闷热的难题。 图为展会现场。 怡然速干涤纶工装面料以回收聚酯瓶为原料,经粉碎清洗、熔融挤出等工艺将其制成再生涤纶短纤维, 并通过创新技术赋予其永久抗菌、吸湿排汗等功能。这种面料强度高、耐磨抗皱,清洗后易干燥、不褪 色,能有效抑制细菌滋生,保持皮肤干爽舒适。 防砸劳保鞋拥有抗压性能的对位芳纶鞋头、超高分子量聚乙烯纤维防刺中底,有轻量化、高强度、耐高 温、抗切割、抗穿刺、阻燃等多重优势,既能满足各类严苛作业环境的防护需求,又能最大程度提升穿 着的舒适性。 ...
化纤板块强势拉升 神马股份、皖维高新涨停
Zheng Quan Shi Bao Wang· 2025-09-26 02:35
据中研网,2025年国内碳纤维产能预计达14.4万吨,预计下半年风电领域维持强势,航空航天、体育休 闲等领域需求回暖,新兴领域如低空飞行、无人机等占比进一步提升。尽管行业整体供应过剩局面仍未 改变,但行业整体在相对触底下,正逐步从"量增"转向"质升"。 化纤板块26日盘中强势拉升,截至发稿,神马股份、皖维高新涨停,恒逸石化、新凤鸣涨超8%,桐昆 股份涨逾7%。 中信证券表示,目前碳纤维行业正处于周期底部复苏阶段,经过前期价格深度调整与产能出清,行业供 需格局逐步修复,价格已呈现筑底企稳迹象。随着"反内卷"政策推动行业供给收缩与集中度提升,行业 景气度有望持续改善。建议聚焦三大方向:1)专注航空航天、无人机/eVTOL等高端应用,具备3K 丝、T700级以上高性能碳纤维量产能力的企业;2)新能源产业链优势企业:深度绑定风电、氢能等优 质客户,具备成本优势和规模效应;3)出海逻辑清晰的供应商:出口表现亮眼,积极拓展国际市场的 企业。 行业方面,据百川盈孚,截至2025年8月,主流碳纤维型号T300-12K、T300-24/25K、T300-48/50K、 T700-12K的华东市场价格分别为85元/kg、75元/ ...
宏源期货日刊-20250926
Hong Yuan Qi Huo· 2025-09-26 01:00
Report Summary 1. Report Industry Investment Rating - No information provided in the document. 2. Core View - No information provided in the document. 3. Summary by Relevant Catalog Price Changes - The spot price of naphtha CFR Japan on 2025/9/25 was $608.50 per ton, up 0.41% from the previous value [1]. - The price of ethylene in Northeast Asia on 2025/9/24 was $841.00 per ton, down 0.59% from the previous value [1]. - The ex - factory price of cycloethane in East China remained unchanged at 6300 yuan per ton [1]. - The spot price of methanol MA on 2025/9/25 was 2255 yuan per ton, with no change [1]. - The tax - included pit - mouth price of lignite in Inner Mongolia on 2025/9/25 was 290 yuan per ton, unchanged [1]. - The closing price of DCE EG主力合约 on 2025/9/25 was 4246 yuan per ton, up 0.28% [1]. - The settlement price of DCE EG主力合约 on 2025/9/25 was 4249 yuan per ton, up 0.52% [1]. - The closing price of DCE EG near - month contract on 2025/9/25 was 4175 yuan per ton, up 0.87% [1]. - The settlement price of DCE EG near - month contract on 2025/9/25 was 4175 yuan per ton, up 0.87% [1]. - The market price of ethylene glycol in East China on 2025/9/25 was 4300 yuan per ton, unchanged [1]. - The CCFEI price index of ethylene glycol (MEG) inner - market on 2025/9/25 was 4305 yuan per ton, unchanged [1]. - The near - far month price difference on 2025/9/25 was 74 yuan per ton, down 14 yuan from the previous value [1]. - The CCFEI price index of polyester DTY on 2025/9/25 was 8475 yuan per ton, down 0.59% [1]. - The CCFEI price index of polyester POY on 2025/9/25 was 6850 yuan per ton, down 0.72% [1]. - The CCFEI price index of polyester staple fiber on 2025/9/25 was 665 yuan per ton, up 0.23% [1]. - The basis on 2025/9/25 was 59 yuan per ton, down 12 yuan from the previous value [1]. - The CCFEI price index of bottle - grade chips on 2025/9/25 was 5790 yuan per ton, up 0.70% [1]. Operating Conditions - The overall operating rate of ethylene glycol on 2025/9/25 was 62.6%, unchanged [1]. - The operating rate of ethylene glycol (petroleum - based) on 2025/9/25 was 65.72%, unchanged [1]. - The operating rate of ethylene glycol (coal - based) on 2025/9/25 was 58.14%, unchanged [1]. - The load rate of polyester factories in the PTA industrial chain on 2025/9/25 was 87.81%, up 0.08% [1]. - The load rate of Jiangsu and Zhejiang looms in the PTA industrial chain on 2025/9/25 was 69.19%, up 1.64% [1]. Gross Margin - The after - tax gross margin of MTO MEG on 2025/9/25 was 1519.03 yuan per ton, down 4.66 yuan from the previous value [1]. - The after - tax gross margin of the coal - based synthesis gas method device on 2025/9/25 was 293.81 yuan per ton, up 6.64 yuan from the previous value [1]. External Market - The external market price of naphtha - based ethylene glycol on 2025/9/24 was $130.86 per ton, up $10.40 from the previous value [1]. - The external market price of ethylene - based ethylene glycol on 2025/9/24 was $139.65 per ton, down $3.25 from the previous value [1].