转自：新华财经 新华财经北京11月14日电 （王媛媛）市场全天震荡调整，沪指跌近1%失守4000点，创业板指跌近3%。 截至收盘，沪指报3990.49点，跌0.97%，成交8380亿元；深证成指报13216.03点，跌1.93%，成交11201 亿元；创业板指报3111.51点，跌2.82%，成交4943亿元。沪深两市成交额1.96万亿元，较上一个交易日 缩量839亿元。 板块方面，燃气、医药商业、石油行业涨幅居前，半导体、非金属材料、电子化学品、贵金属板块跌幅 居前。 盘面热点 盘面上，锂电板块延续强势，孚日股份7连板，石大胜华3连板。福建板块逆势爆发，平潭发展、海峡环 保涨停。燃气板块逆势走强，首华燃气20cm涨停。流感概念股反复活跃，金迪克5天3板，众生药业3天 2板。海南板块表现活跃，海南海药涨停。下跌方面，算力硬件方向集体回调，存储芯片概念重挫，佰 维存储跌超10%；CPO概念震荡调整，"易中天"光模块三巨头走弱。 中国⼈民银行副行长陶玲11月14日在第十六届财新峰会上表示，构建可持续的金融生态。重视金融生态 对金融业发展的关键影响。强化清晰的产权界定、公平的竞争规则、有效的契约执行、适度的融资成 ...

【导读】周五，不平静 海南板块逆市走强，海马汽车（000572）、海南矿业（601969）等多股涨停。 | 블 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | --- | | | 300086 | 康芝药业 | | 20.00 | 10.62 | | | 000566 | 海南海药 | R | 10.08 | 6.77 | | 3 | 000a52 | 欣龙控股 | | 9.99 | 7.38 | | | 801969 | 海南矿业 | R | 9.97 | 13.02 | | | 600157 | 永泰能源 | R | 9.82 | 1.79 | | | 600179 | 安通控股 | . R | 9.42 | 4.88 | | | 000572 | 海马汽车 | R | 8.96 | 10.94 | | | 002163 | 海南发展 | R | 8.91 | 16.26 | | B | 603069 | 海汽集团 | R | 6.67 | 28.64 | | 0 | 002320 | 海峡股份 | . R | 6.50 | 14.09 | ...

连板股追踪丨A股今日共90只个股涨停 锂电股孚日股份7连板 11月14日，Wind数据显示，A股市场共计90只个股涨停。其中锂电股孚日股份收获7连板，医药商业板 块人民同泰5连板，燃气股胜利股份4连板。一图速览今日连板股>> ...

Market Overview - The A-share market experienced a collective decline, with the Shanghai Composite Index falling by 0.97% to 3990 points, the Shenzhen Component Index down by 1.93%, and the ChiNext Index decreasing by 2.82% [1][2] - The total market turnover was 1.98 trillion yuan, a decrease of 853 billion yuan compared to the previous trading day, with over 3300 stocks declining [1] Sector Performance - The semiconductor sector, particularly storage chips and HBM concepts, saw significant declines, with multiple stocks dropping over 10% [1][4] - The AI computing power chip sector also faced losses, with Hengluo Co. falling over 8% and several other companies declining by more than 5% [4][5] - The precious metals sector experienced a downturn, with Shanjin International dropping over 3% and other related stocks following suit [7][9] Notable Stocks - In the gas sector, stocks like Shouhua Gas and Guo Xin Energy saw significant gains, with Shouhua Gas rising by 20% [11][13] - The Hainan sector surged, with Hainan Mining and Kangzhi Pharmaceutical hitting the daily limit, and Haima Automobile increasing by over 8% [9][10] - The oil and gas equipment service sector also performed well, with stocks like Changchun Gas and Xizhuang Co. reaching their daily limits [15][16] Economic Indicators - According to the China Gold Association, domestic gold production increased by 1.39% year-on-year, while imported gold production rose by 8.94% [8] - The National Energy Administration indicated plans to streamline investment mechanisms for oil and gas infrastructure, encouraging participation from both state-owned and private sectors [14] Market Outlook - Zhongyuan Securities noted that the A-share market is at a critical turning point, suggesting a balanced investment strategy between cyclical and technology sectors to capture structural opportunities [17]

Market Overview - The three major indices in China experienced collective adjustments, with the Shanghai Composite Index down 0.97%, Shenzhen Component Index down 1.93%, and ChiNext Index down 2.82% [1] - Over 2800 stocks in the two markets rose despite the overall decline [1] - The Asia-Pacific markets also fell, with Japan's Nikkei 225 down 1.77% and South Korea's KOSPI down 3.82% [1] Key Sectors Hainan Free Trade Zone - The Hainan Free Trade Zone sector showed strength, with stocks like Hainan Haiyao and Xinlong Holdings hitting the daily limit up, and Kangzhi Pharmaceutical also rising [3][4] - The positive sentiment is driven by the imminent closure of Hainan and the gradual release of favorable policies, including a "zero tariff" policy that benefits various transportation vehicles [3] Gas Sector - The gas sector performed well against the market trend, with Victory Shares achieving four consecutive limit-ups, and other companies like Changchun Gas and Shouhua Gas also rising [5][6] - The upcoming cold wave is expected to increase demand for gas, as the temperature is projected to drop significantly [6] Photovoltaic Sector - The photovoltaic industry chain remained active, with stocks like Qingyuan Shares hitting the daily limit up and significant gains in companies like Zhongxin Bo and Shangneng Electric [8][9] - The sector is buoyed by continuous favorable policies from the National Energy Administration and a positive outlook on price recovery amid industry competition [8] Institutional Insights - Debon Securities suggests that the market is likely to continue a volatile upward trend, recommending a balanced allocation across dividend, micro盘, and industry trend sectors [10] - China Galaxy Securities indicates that the current technology sector is undergoing adjustments, with a potential for a new upward trend as market hotspots rotate rapidly [11] - Guotai Junan believes that the A-share index will not experience significant adjustments, with expectations for the market to exceed previous highs by 2026 due to declining risk-free rates and ongoing capital market reforms [12]

Market Overview - On November 14, the A-share market experienced a day of volatility, with the Shanghai Composite Index falling by 0.97% to close at 3990.49, while the Shenzhen Component Index dropped by 1.93% to 13216.03, and the ChiNext Index decreased by 2.82% to 3111.51 [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.96 trillion yuan, a decrease of 853 billion yuan compared to the previous trading day [1] Sector Performance - The market showed mixed performance with over 3300 stocks declining. The lithium battery sector continued to perform strongly, with companies like Fujian Holdings and Shida Shenghua achieving multiple consecutive gains [1] - The gas sector also saw gains, with Shouhua Gas hitting the daily limit [1] - Conversely, the computing hardware sector experienced a collective pullback, and the optical module sector faced weakness among its major players [1] Storage Sector - The storage chip sector faced significant declines, with companies such as Tongyou Technology and Baiwei Storage dropping over 10% [4] - The storage index fell by 5.93%, closing at 3527.86 [5] - Notable declines included Jiangbolong down by 10.77%, and several other stocks in the sector also reported losses exceeding 9% [4][5] Regional Highlights - The Hainan Free Trade Zone is set to officially start its full island closure operation on December 18, 2025, which will implement a series of liberalization policies [8] - The number of zero-tariff items is expected to increase from 1900 to approximately 6600, covering about 74% of goods, which will significantly benefit local businesses [8] - The new policies are anticipated to enhance regional economic development and industry upgrades, with a focus on boosting duty-free sales and improving consumer traffic and spending [9]

Core Viewpoint - The A-share market experienced a collective decline across the three major indices, with significant trading volumes reported [1]. Market Performance - The Shanghai Composite Index closed at 3990.49 points, down 0.97%, with a trading volume of 837.97 billion yuan - The Shenzhen Component Index closed at 13216.03 points, down 1.93%, with a trading volume of 112.01 billion yuan - The ChiNext Index closed at 3111.51 points, down 2.82%, with a trading volume of 48.79 billion yuan [1]. Sector Performance - The gas sector led the gainers with an increase of 3.25%, followed by the pharmaceutical retail sector at 2.56% and oil and gas extraction and services at 2.12% - Other sectors that performed well include kitchen and bathroom appliances (1.53%) and port shipping (1.50%) [2]. - Conversely, the non-metallic materials sector saw the largest decline at -2.79%, followed by the semiconductor sector at -2.61% and electronic chemicals at -2.38% - Other sectors with notable declines include components (-2.22%) and industrial metals (-1.56%) [2].

Market Overview - The market experienced fluctuations with the Shanghai Composite Index dropping nearly 1% and the ChiNext Index falling close to 3% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.96 trillion, a decrease of 83.9 billion compared to the previous trading day [1] - At the close, the Shanghai Composite Index fell by 0.97%, the Shenzhen Component Index decreased by 1.93%, and the ChiNext Index declined by 2.82% [1] Sector Performance - Sectors that saw gains included Hainan, gas, pharmaceuticals, and Fujian, while sectors that faced declines included storage chips and CPO [1] - The lithium battery sector continued its strong performance, with companies like Furi Technology achieving a seven-day consecutive rise and Shida Shenghua seeing a three-day consecutive rise [1] - The Fujian sector showed significant growth, with Pingtan Development and Haixia Environmental Protection hitting the daily limit [1] - The gas sector also performed well, with Shouhua Gas reaching the daily limit [1] - Flu-related stocks were active, with Jindike achieving three rises in five days and Zhongsheng Pharmaceutical seeing two rises in three days [1] - The Hainan sector was notably active, with Hainan Mining hitting the daily limit [1] Declining Stocks - The computing hardware sector experienced a collective pullback, with storage chip concepts suffering significant losses, such as Baiwei Storage dropping over 10% [1] - The CPO concept faced fluctuations, with the three major players in optical modules showing weakness [1] Market Statistics - The limit-up performance rate was 71.00%, with 70 stocks hitting the limit and 29 stocks touching the limit [4] - The limit-up performance from the previous day was 1.85%, with a high opening rate of 58% [4]

Market Overview - The A-share market experienced a day of volatility, with the Shanghai Composite Index down nearly 1% and the ChiNext Index down nearly 3% [1][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.96 trillion, a decrease of 83.9 billion from the previous trading day [1][7] - Over 3,300 stocks in the market declined, indicating a broad market downturn [1] Sector Performance - The lithium battery sector continued to show strength, with stocks like Furi Shares achieving a seven-day consecutive rise and Shida Shenghua rising for three days [1] - The Fujian sector saw a counter-trend surge, with stocks such as Pingtan Development and Haixia Environmental Protection hitting the daily limit [1] - The gas sector also performed well, with Shouhua Gas reaching a 20% limit up [1] - Flu-related stocks were active, with Jindike achieving three rises in five days and Zhongsheng Pharmaceutical rising twice in three days [1] - The Hainan sector was notably active, with Hainan Mining hitting the daily limit [1] - Conversely, the computing power hardware sector collectively retreated, and the storage chip concept faced significant declines, with Baiwei Storage dropping over 10% [1] - The CPO concept experienced fluctuations, with the three major optical module companies weakening [1][2]

A股三大指数今日集体走低，截至收盘，沪指跌0.97%报3990点，深证成指跌1.93%，创业板指跌2.82%，科创50指数跌2.72%。全市场成交额1.98万亿元，较 前一交易日缩量853亿元，逾3300股下跌。 盘面上，存储芯片、HBM概念下挫，同有科技、佰维存储、江波龙等多股跌逾10%；AIPC板块走低，聚辰股份跌近10%；CPO概念震荡下行，华懋科技领 跌；半导体、贵金属、电子化学品及可控核聚变等板块跌幅居前。另外，海南离岛免税新政实施首周免税购物金额、购物人数双双大增，海南板块爆发，海 南矿业、康芝药业等多股涨停；燃气股走高，首华燃气涨停；医药商业板块活跃，人民同泰涨停；水产养殖、SPD概念、中药及公用事业等板块涨幅居前。 (格隆汇) 涨幅榜 资金净流入 5日涨幅* 林木 燃气 能源设 +3.81% +2.37% +2.269 港口 综合类 海运 +0.98% +0.60% +0.55° | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3990.49 | 13216.03 | 1514.2 | | -39.01 -0.97% -260.49 -1.93% -1 ...