12月2日，A股三大指数集体下跌，截至收盘，沪指跌0.42%报3897点，深证成指跌0.68%，创业板指跌0.69%。全市场成交额1.61万亿 | 代码 | 名称 | 涨幅 现价 | 涨跌 | | --- | --- | --- | --- | | 000001 | 上证指数 | -0.42% 3897.71 | -16.30 | | 399001 | 深证成指 | -0.68% 13056.70 | -90.02 | | 399006 创业板指 | | -0.69% 3071.15 | -21.35 | 元，较前一交易日缩量2822亿元，逾3700股下跌。 盘面上，福建再推12条惠台利民政策措施，福建板块爆发，平潭发展、睿能科技及福建高速等多股涨停；医药商业、SPD概念走高， 人民同泰、开开实业涨停；另一方面，能源金属概念普跌，天齐锂业领跌；影视院线、光伏设备、贵金属及教育等板块跌幅居前。 具体来看： 福建板块走高，嘉戎技术、招标股份20cm涨停，福建高速、海欣食品、太阳电缆等多股涨停，海峡创新涨超13%，恒锋信息涨超 12%。 消息面上，《福建省有序推进算力基础设施发展若干措施》印发。其中提到，优化算力空 ...

Market Overview - The A-share market experienced a collective adjustment with the Shanghai Composite Index closing at 3897.71 points, down 0.42% with a trading volume of 627.44 billion yuan [1] - The Shenzhen Component Index closed at 13056.70 points, down 0.68% with a trading volume of 965.99 billion yuan [1] - The ChiNext Index closed at 3071.15 points, down 0.69% with a trading volume of 447.30 billion yuan [1] Sector Performance Top Performing Sectors - The pharmaceutical retail sector increased by 2.51%, with a total trading volume of 848.78 million hands and a net inflow of 0.95 billion yuan, comprising 24 gainers and 8 losers [2] - The road and railway transportation sector rose by 1.24%, with a trading volume of 884.52 million hands and a net inflow of 0.85 billion yuan, comprising 27 gainers and 2 losers [2] - The agriculture and forestry sector saw an increase of 1.18%, with a trading volume of 1116.29 million hands and a net inflow of 4.40 billion yuan, comprising 23 gainers and 6 losers [2] Underperforming Sectors - The energy metals sector declined by 2.70%, with a trading volume of 318.45 million hands and a net outflow of 8.43 billion yuan, comprising 0 gainers and 13 losers [2] - The medical services sector fell by 1.72%, with a trading volume of 663.11 million hands and a net outflow of 18.58 billion yuan, comprising 6 gainers and 47 losers [2] - The battery sector decreased by 1.58%, with a trading volume of 1906.69 million hands and a net outflow of 41.32 billion yuan, comprising 14 gainers and 87 losers [2]

人民财讯12月2日电，A股三大指数全天窄幅震荡，截至收盘，沪指跌0.42%，深证成指跌0.68%，创业 板指跌0.69%。盘面上，医药商业板块全天活跃，人民同泰、合富中国、海王生物涨停；福建地区板块 逆势走强，福建高速、太阳电缆、平潭发展等多股涨停。此外船舶制造、装修建材、商业百货、煤炭、 保险、化纤、房地产服务等板块涨幅居前；小金属、电池、教育、游戏、光伏设备、机器人执行器、减 速器概念等板块跌幅居前。全市场超1500只个股上涨，今日成交额约1.61万亿元。 ...

②牛榜 - 医药商业板块暴涨原因找到了！受益标的还有哪些？医药商业板块还有多少上涨空间？ ③熊榜- 有色金属板块意外回调，有色金属为何突然哑火？华锡有色跌超5%，是抄底机会还是风险 信号？ 点击付费阅读，解密今日盘面热点的核心逻辑！ 前言 市场迷雾重重，还在为抓不住市场热点而焦虑？《掘金板块牛熊》帮你精准把握风格切换信号，带领你 看懂热钱的情绪周期。 每个交易日午间解密当天盘面热点的核心逻辑，《掘金板块牛熊》让你踩准市 场节奏，财富增值不迷路！ ①牛榜 - AI手机概念股热度不减，道明光学4连板领涨，福蓉科技2连板，下一只黑马是谁？ ...

Market Overview - The Shanghai and Shenzhen stock indices opened lower on December 2, with the Shanghai Composite Index down 0.55% to 3892.55 points and the Shenzhen Component Index down 0.77% to 13045.96 points, reflecting a significant decline across all major indices [1] - The trading volume was approximately 407.4 billion yuan for the Shanghai index and about 639.8 billion yuan for the Shenzhen index, indicating active market participation despite the downturn [1] Sector Performance - AI, insurance, and plant-based meat sectors showed strong performance at the opening, while sectors like photolithography, fluorochemicals, and non-ferrous metals faced declines [1] - By midday, sectors such as insurance, oil, and communication equipment experienced notable gains, while home goods, aquaculture, and military information technology sectors saw significant rebounds [1] - The Fujian and Hainan Free Trade Zones, along with pharmaceutical commerce, were among the top gainers, while energy metals and cloud gaming sectors faced the largest declines [1] Future Outlook - According to China International Capital Corporation (CICC), the A-share market is expected to maintain a reasonable valuation amid a synchronized global liquidity easing cycle, with a focus on large-cap growth styles until early next year [2] - CITIC Securities highlighted the transition of space computing from concept to reality, emphasizing the reliance on photovoltaic technology for energy supply in space, and suggested monitoring investment opportunities in perovskite technology [2] - Huatai Securities projected that the metal industry may see improved supply-demand dynamics by 2026, with gold prices potentially rising above $4800 per ounce, and recommended focusing on undervalued sectors like copper and aluminum [3] Industry Developments - The launch of the Chinese drug price registration system on December 2 aims to provide a transparent pricing mechanism for domestic and foreign pharmaceutical companies, facilitating the global market development of innovative drugs [4] - The Ministry of Industry and Information Technology is preparing to establish the China Artificial Intelligence Terminal Industry Association, which is expected to significantly contribute to the high-quality development of the AI terminal industry [4]

板块题材方面，医药商业、福建、海南自贸区、旅游及酒店、AI手机、房地产、煤炭开采加工板块涨幅居前；能源金属、 游戏、教育、电池、稀土永磁、影视院线板块跌幅居前。 盘面上，AI手机概念股延续活跃，道明光学4连板，福蓉科技2连板。医药商业板块盘中拉升，海王生物5连板，人民同泰 涨停。福建本地股震荡走高，嘉戎技术、招标股份、平潭发展、榕基软件等股封板。此外，房地产、冰雪产业、煤炭等板块盘 中轮动。另一方面，电池材料方向多数调整，石大胜华、天际股份、海科新源、华盛锂电、天赐材料纷纷下跌。影视院线板块 同样回吐昨日部分涨幅，幸福蓝海、上海电影、中国电影跌幅居前。 三大指数早盘集体下跌，截至午盘，上证指数跌0.55%，深成指跌0.77%，创业板指跌0.88%，北证50跌0.29%。沪深京三 市半日成交额10560亿元，较上日缩量1807亿元。全市场超3900只个股下跌。 ...

Market Overview - The market experienced a downturn on December 2, with all three major indices declining: Shanghai Composite Index fell by 0.55%, Shenzhen Component Index dropped by 0.77%, and ChiNext Index decreased by 0.88% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.05 trillion yuan, a decrease of 179.6 billion yuan compared to the previous trading day [1] - Nearly 4,000 stocks in the market saw declines [1] Sector Performance Gainers - The pharmaceutical retail sector saw significant gains, with Haiwang Biological achieving five consecutive trading limits, and other stocks like Renmin Tongtai and Yaoyigou also hitting the limit [2] - Fujian stocks surged, with Pingtan Development and Rongji Software both reaching trading limits, driven by the recent release of the 14th Five-Year Plan for Fujian Province [3] - The AI mobile concept remained active, with stocks like Daoming Optical and Furong Technology hitting trading limits [1] Losers - The non-ferrous metals sector experienced a collective pullback, with Huaxi Nonferrous Metals dropping over 7% [1] - The battery supply chain showed weak performance, and the AI application concept also saw declines, with stocks like Shifeng Culture and Xingfu Blue Sea falling over 7% [1] Institutional Insights - China Galaxy Securities noted that the market is in a phase of frequent style switching, suggesting a focus on defensive sector allocations while monitoring structural market trends [4] - Shenwan Hongyuan indicated that while aggressive assets may rebound, the logic for upward breakthroughs remains challenging, suggesting a cautious outlook for the spring market [5] - Industrial sectors such as innovative pharmaceuticals and national defense are expected to see potential rebounds, with AI computing, storage, and robotics also showing opportunities [6] - Industrial and economic recovery in China is anticipated as overseas disturbances ease, with a focus on the upcoming cross-year market dynamics [7]

Core Viewpoint - The A-share market experienced a collective decline in the morning session, with all three major indices falling, indicating a bearish sentiment in the market [1] Market Performance - The Shanghai Composite Index closed at 3892.55 points, down 0.55% - The Shenzhen Component Index closed at 13045.95 points, down 0.77% - The ChiNext Index closed at 3065.15 points, down 0.88% [1] Sector Performance Gaining Sectors - Pharmaceutical Commerce: Increased by 1.80%, with a total trading volume of 630.14 million hands and a total transaction amount of 6.945 billion [2] - Planting and Forestry: Increased by 0.95%, with a total trading volume of 774.78 million hands and a total transaction amount of 7.047 billion [2] - Tourism and Hotels: Increased by 0.75%, with a total trading volume of 568.34 million hands and a total transaction amount of 5.736 billion [2] Declining Sectors - Education: Decreased by 1.73%, with a total trading volume of 248.33 million hands and a total transaction amount of 2.214 billion [2] - Energy Metals: Decreased by 1.71%, with a total trading volume of 205.39 million hands and a total transaction amount of 8.229 billion [2] - Gaming: Decreased by 1.53%, with a total trading volume of 537.75 million hands and a total transaction amount of 7.834 billion [2]

A股三大指数早盘集体调整，截至午间收盘，沪指跌0.55%报3892.55点，深成指跌0.77%，创业板指跌 0.88%，北证50跌0.29%。沪深京三市半日成交额10560亿元，较上日缩量1807亿元，全市场超3900只个 股下跌。盘面上，医药商业、福建板块逆势上涨，有色金属、CRO概念、电池板块走低。 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2025年12月2日，人民同泰（sh600829）触及涨停，涨停价13.49元，涨幅10.03%，总市值78.23亿元，流 通市值78.23亿元，截止发稿，总成交额4.93亿元。 根据喜娜AI异动分析，人民同泰涨停原因可能如下，公司治理完善+零售业务增长+新聘高管： 1、公司 正处于治理结构优化阶段，一次性修订9项管理制度，涵盖市值管理、关联交易、信息披露等方面，还 建立了信息披露暂缓与豁免、重大差错追责等制度，同时强化独立董事监督，这些举措全面提升了公司 治理的规范化程度和透明度，利于公司长期发展。 2、公司零售业务呈现良好发展态势，零售板块营收 同比增长21.14%，显示出业务 ...