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今日沪指跌0.03% 汽车行业跌幅最大
Zheng Quan Shi Bao Wang· 2025-09-19 05:35
Market Overview - The Shanghai Composite Index decreased by 0.03% at the close, with a trading volume of 979.60 million shares and a turnover of 15,108.13 billion yuan, representing a 12.16% decrease from the previous trading day [1] Industry Performance - The coal industry showed the highest increase at 1.97%, with a transaction amount of 111.71 billion yuan, up 41.65% from the previous day, led by Huayang Co., which rose by 8.09% [1] - The defense and military industry increased by 1.66%, with a transaction amount of 431.15 billion yuan, up 6.87%, led by Guorui Technology, which rose by 9.99% [1] - The non-ferrous metals sector rose by 1.42%, with a transaction amount of 597.97 billion yuan, down 14.34%, led by Ganfeng Lithium, which increased by 10.00% [1] - The automotive sector experienced the largest decline at 1.63%, with a transaction amount of 1,040.70 billion yuan, down 7.43%, led by Haon Automotive, which fell by 11.48% [2] - The pharmaceutical and biological sector decreased by 1.04%, with a transaction amount of 682.17 billion yuan, down 8.78%, led by Saily Medical, which fell by 6.22% [2] - The real estate sector declined by 0.97%, with a transaction amount of 242.96 billion yuan, down 8.46%, led by Suning Universal, which decreased by 10.12% [2]
综合行业资金流出榜:东阳光等8股净流出资金超千万元
Zheng Quan Shi Bao Wang· 2025-09-18 10:34
Market Overview - The Shanghai Composite Index fell by 1.15% on September 18, with only three sectors showing gains: electronics (up 0.93%), communications (up 0.19%), and social services (up 0.03%) [1] Capital Flow - The main capital flow showed a net outflow of 108.407 billion yuan across the two markets, with only two sectors experiencing net inflows: coal (2.35 million yuan) and social services (32.239 million yuan) [1] - The non-bank financial sector had the largest net outflow, totaling 18.970 billion yuan, followed by the non-ferrous metals sector with a net outflow of 12.748 billion yuan [1] Sector Performance - The comprehensive sector declined by 2.85%, with a total net outflow of 4.91 million yuan. All 16 stocks in this sector experienced declines [1] - Among the comprehensive sector stocks, only four saw net inflows, with the highest inflow recorded for one specific stock [1]
大力推动国资央企战略性专业化重组整合 国资委发布会要点汇总
Di Yi Cai Jing· 2025-09-17 15:07
Group 1 - The central enterprises are confident in completing the main reform tasks by the end of this year, following the implementation of the State-owned Enterprise Reform Deepening and Enhancement Action [1] - The next steps will focus on enhancing core functions and competitiveness through strategic professional restructuring and integration of state-owned enterprises [2] - The total assets of central enterprises have exceeded 90 trillion yuan, with total profits increasing from 1.9 trillion yuan to 2.6 trillion yuan, reflecting annual growth rates of 7.3% and 8.3% respectively [3] Group 2 - Central enterprises have consistently invested over 1 trillion yuan in R&D for three consecutive years, with the input intensity rising from 2.6% to 2.8% [4] - During the "14th Five-Year Plan" period, nine new central enterprises were established, optimizing the layout and structure of state-owned enterprises [5] - Central enterprises have contributed over 10 trillion yuan in taxes and fees since the beginning of the "14th Five-Year Plan," supporting essential product supply and basic network operations [6] Group 3 - Central enterprises have distributed a total of 2.5 trillion yuan in cash dividends since the start of the "14th Five-Year Plan," with their market capitalization exceeding 22 trillion yuan, marking a nearly 50% increase since the end of the "13th Five-Year Plan" [7] - Cumulative investment in strategic emerging industries by central enterprises has reached 8.6 trillion yuan, significantly increasing compared to the "13th Five-Year Plan" period, with notable advancements in various high-tech fields [8]
【盘中播报】沪指涨0.37% 电力设备行业涨幅最大
Zheng Quan Shi Bao Wang· 2025-09-17 06:52
Market Overview - The Shanghai Composite Index increased by 0.37% with a trading volume of 1,231.67 million shares and a transaction amount of 19,435.79 billion yuan, representing a 3.06% increase compared to the previous trading day [1] Industry Performance - The top-performing industries included: - **Electric Power Equipment**: Increased by 2.52% with a transaction amount of 2,240.46 billion yuan, up 5.24% from the previous day, led by Zhejiang Hengwei with a rise of 19.99% [1] - **Automobile**: Increased by 1.90% with a transaction amount of 1,277.96 billion yuan, up 0.71%, led by Haon Automotive with a rise of 14.21% [1] - **Coal**: Increased by 1.79% with a transaction amount of 126.73 billion yuan, up 21.96%, led by Lu'an Environmental Energy with a rise of 7.13% [1] - The worst-performing industries included: - **Petroleum and Petrochemicals**: Decreased by 1.12% with a transaction amount of 83.90 billion yuan, up 5.09%, led by *ST Xinchao with a decline of 2.58% [2] - **Retail Trade**: Decreased by 0.85% with a transaction amount of 313.00 billion yuan, up 0.92%, led by Sanjiang Shopping with a decline of 6.63% [2] - **Agriculture, Forestry, Animal Husbandry, and Fishery**: Decreased by 0.81% with a transaction amount of 172.79 billion yuan, down 15.67%, led by Bangji Technology with a decline of 7.64% [2]
“澳门+横琴”为粤港澳大湾区注入新动能 释放“1+1>2”增量效应
Yang Shi Wang· 2025-09-17 04:15
清晨6时30分,横琴"澳门新街坊"门口,多名澳门学生登上开往澳门的跨境学生专车。这是2025年9月初合作区新推出的惠民服务。 横琴粤澳深度合作区澳资企业负责人张昊任介绍,他们已经在这里第四个年头,8月份也被入选了合作区首批"培优"企业。合作区 在政策方面,方方面面、从小到大都考虑得非常周全。 "随车查验、免下车通关",新模式让跨境求学路更顺畅。专车经由新开通的横琴口岸跨境通道,最快只需30分钟即可抵达澳门学 校。目前,已有超过200名澳门学童享受这份便利。 横琴合作区民生配套的全面升级,正在吸引更多澳门居民北上。四年来,在横琴生活就业的澳门居民突破28000人,注册澳资企业 超过7300家。 央视网消息:9月17日,横琴粤澳深度合作区迎来成立四周年。肩负促进澳门经济多元发展的国家使命,合作区四年来破壁垒、促 融合、育新机,在制度创新、产业协同、民生融合等领域持续突破,琴澳一体化发展新格局加速形成,释放出"1+1>2"的增量效 应。 越来越多的澳资入驻企业,成为合作区经济增长的主引擎,对促进澳门经济适度多元发展的支撑作用日益凸显。从制度衔接破冰到 产业协同发力再到民生互融互通,"澳门+横琴"的组合正为粤港澳大湾 ...
澳股开跌0.3%
Ge Long Hui A P P· 2025-09-17 00:25
格隆汇9月17日|澳大利亚S&P/ASX200指数开盘下跌26.30点,跌幅0.30%,报8851.40点。 ...
浙商早知道-20250917
ZHESHANG SECURITIES· 2025-09-16 23:31
Market Overview - On September 16, the Shanghai Composite Index rose by 0.04%, while the CSI 300 fell by 0.21%. The STAR Market 50 increased by 1.32%, the CSI 1000 rose by 0.92%, and the ChiNext Index went up by 0.68%. The Hang Seng Index decreased by 0.03% [3][4] - The best-performing sectors on September 16 were comprehensive (+3.63%), machinery and equipment (+2.06%), computer (+2.06%), retail (+1.96%), and automotive (+1.82%). The worst-performing sectors included agriculture, forestry, animal husbandry, and fishery (-1.29%), banking (-1.15%), non-ferrous metals (-0.99%), defense and military industry (-0.5%), and food and beverage (-0.38%) [3][4] - The total trading volume for the A-share market on September 16 was 23,670.69 billion yuan, with a net outflow of 3.188 billion Hong Kong dollars from southbound funds [3][4] Key Insights Consumption Strategy - In the medium to long term, the first "systematic 'slow' bull" is expected to release a wealth effect, potentially slowly boosting consumption. Insurance funds and foreign capital entering the market are favorable for consumer blue chips, with positive signals from central Huijin increasing holdings in liquor ETFs. A top-down perspective suggests that the broad consumption sector is likely to benefit [5] - The market perceives that the wealth effect of the bull market is not significant. However, it is believed that the bull market can indirectly drive the wealth effect through a specific transmission path: A-share bull market → stabilization of second-hand housing prices in first-tier cities → stabilization of second-hand housing prices in other cities → recovery of real estate wealth effect. Investment opportunities in the consumption sector are worth noting, particularly in blue-chip leaders and emerging growth areas [5] - The driving factors include support from policies, funds, and sentiment, indicating that the first "systematic 'slow' bull" has quietly arrived, which may enhance the Sharpe ratio of the A-share market and indirectly boost consumption [5] Bond Market Insights - The current bond market adjustment differs significantly from historical bear markets, as the fundamentals, monetary policy, and curve shapes do not resemble past bear markets. Instead, it is more akin to an emotional adjustment under continuous risk preference shocks, anti-involution, and fund fee reduction [7][8] - There is a need to gradually break the mindset of a one-sided decline in yields and adapt to a fluctuating market pattern. However, based on the economic fundamentals and the core tone of moderate policy easing, a major bull-bear reversal has not yet been established [7][8] - The three core signals for a bull-to-bear transition include: 1. Policy bottom: Signs of marginal tightening in macro policies or expressions of tightening monetary policy 2. Fundamental bottom: Consistent and positive surprises in high-frequency and economic data 3. Sentiment bottom: A fragile and crowded trading structure triggered by the above two signals, leading to self-reinforcing sell-offs and deleveraging [8][9]
浙江尖峰集团股份有限公司关于取得金融机构股票回购专项贷款承诺函的公告
Shang Hai Zheng Quan Bao· 2025-09-16 19:56
浙江尖峰集团股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 证券简称:尖峰集团 证券代码:600668 编号:临2025-046 具体内容详见公司于2025年4月22日、7月16日在上海证券交易所网站(www.sse.com.cn)披露的《尖峰 集团关于以集中竞价交易方式回购公司股份方案的公告》(临2025-014)、《尖峰集团关于实施2024年 年度权益分派后调整回购股份价格上限的公告》(临2025-034)。 二、取得股票回购专项贷款承诺函的情况 近日,公司取得招商银行股份有限公司金华分行出具的《贷款承诺函》, 主要内容如下: 本次股票回购具体贷款事宜以双方正式签订的贷款合同为准。 三、其他说明 关于取得金融机构股票回购专项贷款承诺函的公告 本次收到贷款承诺函不代表公司对本次回购金额的承诺,具体回购金额及回购股份数量以回购完毕或回 购实施期限届满时公司实际回购情况为准。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担个别及连带责任。 公司将严格按照《上市公司股份回购规则》、《上海证券交易所上市公司自律监管指引第7号一 ...
尖峰集团取得金融机构股票回购专项贷款承诺函
Ge Long Hui· 2025-09-16 11:41
格隆汇9月16日丨尖峰集团(600668.SH)公布,近日,公司取得招商银行股份有限公司金华分行出具的 《贷款承诺函》,借款金额不超过人民币3,600万元,专项用于回购浙江尖峰集团股份有限公司股票。 ...
综合行业今日涨3.62% 主力资金净流入1.45亿元
Zheng Quan Shi Bao Wang· 2025-09-16 09:24
Market Overview - The Shanghai Composite Index rose by 0.04% on September 16, with 21 out of the 28 sectors experiencing gains. The top-performing sectors were the comprehensive sector and machinery equipment, with increases of 3.62% and 2.06% respectively [1] - The sectors that saw declines included agriculture, forestry, animal husbandry, and fishery, which fell by 1.29%, and banking, which decreased by 1.15% [1] Capital Flow Analysis - The net outflow of capital from the two markets was 37.426 billion yuan, with 11 sectors experiencing net inflows. The machinery equipment sector led with a net inflow of 5.508 billion yuan, followed by the computer sector, which also saw a 2.06% increase and a net inflow of 4.945 billion yuan [1] - Conversely, 20 sectors experienced net outflows, with the non-ferrous metals sector leading the outflow at 10.335 billion yuan, followed by the power equipment sector with an outflow of 8.913 billion yuan. Other sectors with significant outflows included banking, non-bank financials, and pharmaceutical biology [1] Comprehensive Sector Performance - The comprehensive sector increased by 3.62% with a net inflow of 14.5 million yuan. Out of 16 stocks in this sector, 13 rose while 2 fell. The stocks with the highest net inflows included Dongyangguang with 206 million yuan, followed by Zhangzhou Development and Zhejiang Agricultural Shares with net inflows of 21.5552 million yuan and 9.8091 million yuan respectively [2] - The stocks with the highest net outflows in the comprehensive sector were Yuegui Shares, Nanjing New Hundred, and Te Li A, with outflows of 69.481 million yuan, 14.8845 million yuan, and 10.1847 million yuan respectively [2] Comprehensive Sector Capital Flow Ranking - The top stocks in the comprehensive sector based on capital flow included: - Dongyangguang: +7.37%, 4.42% turnover, 206.2576 million yuan inflow - Zhangzhou Development: +0.85%, 4.27% turnover, 21.5552 million yuan inflow - Zhejiang Agricultural Shares: +1.82%, 1.65% turnover, 9.8091 million yuan inflow - Other notable stocks included Zongyi Shares, Yatai Group, and Hongmian Shares, all showing positive performance and varying levels of capital inflow [2]