国家能源局：10月份全社会用电量8572亿千瓦时同比增长10.4% 国家能源局消息，10月份，全社会用电量8572亿千瓦时，同比增长10.4%。分产业看，第一产业用电量 120亿千瓦时，同比增长13.2%；第二产业用电量5688亿千瓦时，同比增长6.2%，其中，工业用电量同 比增长6.4%；第三产业用电量1609亿千瓦时，同比增长17.1%，其中，充换电服务业以及信息传输、软 件和信息技术服务业用电量增长较快；城乡居民生活用电量1155亿千瓦时，同比增长23.9%。 截至收盘，沪指报3834.89点，跌幅2.45%，成交额约8249亿元；深成指报12538.07点，跌幅3.41%，成 交额约11407亿元；创业板指报2920.08点，跌幅4.02%，成交额约5374亿元；科创综指报1503.36点，跌 幅3.75%，成交额约1726亿元；北证50指数报1377.39点，跌幅4.71%，成交额约182亿元。 机构观点 巨丰投顾：周五市场震荡调整，中船系板块涨幅居前。从目前趋势看，市场整体趋势依然向上，但短期 阶段性调整已然展开。三季报行情结束，但红利板块与科技股反复拉锯的局面没有结束，投资者仍需重 点关注前期热 ...

Core Viewpoint - The genetically modified (GM) sector is leading the market with a rise of 1.04%, indicating positive investor sentiment and potential growth in this industry [1] Group 1: Company Performance - ChuanYin High-Tech experienced a significant increase of 16.73%, highlighting strong performance and investor confidence in the company [1] - Nongfa Seed Industry saw a rise of 3.16%, reflecting steady growth and market interest [1] - Dunhuang Seed Industry increased by 1.67%, indicating a positive trend in its stock performance [1]

Core Viewpoint - The three major indices in the market opened lower and continued to experience fluctuations throughout the day, with the Shanghai Composite Index falling over 2% and closing below 3900 points [1] Market Performance - The Shanghai Composite Index decreased by 2.45% - The Shenzhen Component Index fell by 3.41% - The ChiNext Index dropped by 4.02% [1] Sector Performance - The seed industry concept showed strength, with Qianyuan High-Tech rising over 16% - The aquatic products sector was active, with Zhongshui Fishery and Zhangzidao hitting the daily limit [1] - The Sora concept saw significant gains, with Vision China and Yidian Tianxia reaching the daily limit [1] - Lithium mining and salt lake lithium extraction concepts weakened significantly, with multiple stocks including Dazhong Mining, Tibet Mining, Ganfeng Lithium, Tianqi Lithium, Shengxin Lithium Energy, and Jinyuan Co. hitting the daily limit down [1] - The organic silicon sector declined, with Chenguang New Materials hitting the daily limit down [1] - Internet and media entertainment sectors showed the highest gains, while non-ferrous metals, chemicals, semiconductors, and electrical equipment sectors experienced the largest declines [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.98 trillion yuan, with over 5100 stocks declining [1]

Market Overview - A-shares experienced a collective pullback in major indices, with the Shanghai Composite Index down 1.88% to 3857.24 points, Shenzhen Component down 2.72%, and ChiNext down 3.18% [1][2] - Over 4900 stocks in the market declined, indicating widespread selling pressure [1] Sector Performance - The banking sector played a protective role, with China Bank rising over 2% during the session and accumulating an 8% increase for the week, stabilizing its market capitalization at 2 trillion yuan [2] - The agriculture sector showed resilience, with Qianyuan High-Tech hitting a 20% limit up, and other agricultural stocks like Qiule Seed and Shennong Seed rising over 8% [6] Lithium Market - Lithium carbonate futures saw a significant decline, with the main contract LC2601 hitting a 9% limit down and closing at 92,000 yuan per ton, down 8.02% [8] - The Dalian Commodity Exchange has made consecutive adjustments to trading and settlement parameters for lithium carbonate futures, including an increase in transaction fees [10] - The lithium battery sector faced heavy losses, with companies like Ganfeng Lithium and Dazhong Mining hitting their daily limit down [12] - Current market conditions indicate strong supply and demand for lithium carbonate, but high prices are leading to cautious sentiment among downstream buyers, resulting in a lack of transactions in the spot market [13]

消息面上，英国克拉克森研究公司近日发布数据显示，10月全球新船订单量为291万修正总吨（CGT），共118艘，同比减少38%，环比下降33%。中国以 213万CGT（98艘）占据73%的市场份额，显示出明显优势。 今天上午，亚太股市普跌，日经225指数、韩国综合指数大跌。 A股方面，截至上午收盘，上证指数下跌1.88%，深证成指下跌2.72%，创业板指下跌3.18%。市场半日成交额超1.31万亿元。中船系、玉米等板块上涨， 种业龙头荃银高科（300087）实现"20CM"涨停。 中船系、玉米等板块上涨 今天上午，玉米板块上涨，荃银高科实现"20CM"涨停，秋乐种业、神农种业（300189）等个股大涨。 | | | 玉米 | | | | --- | --- | --- | --- | --- | | | | 2815.13 0.20% | | | | 成分股 | 基金 | 资金 | 板块分析 | 新闻 | | ●展开分析 | | 最新 | 涨幅 ◆ | 流通市值 | | 至银高科 融 300087 | | 12.19 | 19.98% | 109亿 | | 首板涨停 最终涨停 11:18 | | | | | | ...

Market Overview - A-shares experienced a significant adjustment, with the Shanghai Composite Index dropping below 3900 points and a decline exceeding 2% during the morning session [2] - The Shenzhen Component, ChiNext Index, and STAR Market 50 Index also saw declines of over 3% [2] - Major sectors such as comprehensive, non-ferrous metals, electric equipment, and basic chemicals faced declines exceeding 4% [2] Sector Performance - The lithium mining sector suffered a sharp decline, with a drop of over 7%, leading to a wave of stocks hitting the daily limit down [2] - Notable stocks in the lithium sector, including Dazhong Mining and Tibet Mining, experienced significant losses [2] - Conversely, the agricultural sector saw some stocks, such as Qiu Le Seed Industry and Shennong Seed Industry, rise by over 10% [2] New Stock Listing - The newly listed stock, Dapeng Industrial, saw its price surge by over 800% at one point, closing with a gain of 664.56% [3] - Dapeng Industrial specializes in precision cleaning equipment for the automotive and new energy sectors, aligning with the trend of high-quality development in China's manufacturing industry [3] Hong Kong Market - The Hong Kong stock market also faced a significant downturn, with the Hang Seng Index dropping over 2% [5] - Certain stocks, such as Shide Global, experienced a flash crash, with prices plummeting by 50% during the session [6] - Major sectors in Hong Kong, including healthcare, materials, and discretionary consumption, saw the largest declines [5]

Core Viewpoint - The market experienced a significant downturn with all major indices declining, particularly the ChiNext index which fell over 3% [1] Market Performance - The Shanghai and Shenzhen stock exchanges saw a half-day trading volume of 1.31 trillion, an increase of 197.5 billion compared to the previous trading day [1] - Nearly 5000 stocks in the market experienced declines, indicating a broad market sell-off [1] Sector Performance - The agriculture sector showed strong performance, with Zhuan Yin Gao Ke hitting the daily limit of a 20% increase [1] - AI application concepts saw localized strength, exemplified by Rong Ji Software achieving five consecutive trading limit increases [1] - The aquaculture sector continued its strong trend, with Zhong Shui Fishery achieving six consecutive trading limit increases [1] - Conversely, the lithium mining sector faced collective adjustments, with stocks like Shengxin Lithium Energy hitting the daily limit down [1] Index Changes - By the end of the trading session, the Shanghai Composite Index fell by 1.88%, the Shenzhen Component Index decreased by 2.72%, and the ChiNext Index dropped by 3.18% [1]

收购前，中种集团已直接持有荃银高科20.51%的股份，若要约收购完成，其持股比例最多将升至 40.51%。中种集团明确表示，此次为主动要约收购，基于对荃银高科未来发展的信心及内在价值的认 可，并非履行法定收购义务，且不以终止公司上市地位为目的，收购后公司股权分布仍符合深交所上市 条件。 本次要约收购价格定为11.85元/股，拟收购股份数量约1.89亿股，占荃银高科已发行股份总数的20%， 所需最高资金总额超22.45亿元。中种集团已承诺在公告后两个交易日内，将4.49亿元履约保证金存入中 国证券登记结算有限责任公司指定账户，资金来源于控股股东先正达集团提供的借款，来源合法合规。 此次收购中，一致行动关系变动成为关键看点。中种集团已与贾桂兰、王玉林达成协议，二人将合计持 有的7435.25万股荃银高科无限售流通股不可撤销地预受本次要约，该部分股份占公司总股本的7.85%。 同时，二人承诺自协议签署之日起放弃所持公司全部股份的表决权，直至要约收购完成过户或重新成为 中种集团一致行动人。 南方财经11月21日电，中国种子集团有限公司于2025年11月20日披露要约收购报告书摘要，拟对安徽荃 银高科种业股份有限公司荃 ...

据天眼查APP显示，安徽荃银高科种业股份有限公司成立于2002年07月24日，注册资本94733.1751万人 民币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至09:48，荃银高科成交额10.80亿元，创2025年4月14日以来新高。最新股价上涨 19.98%，换手率10.05%。上一交易日该股全天成交额为5.88亿元。 ...

Core Viewpoint - Agricultural stocks experienced a significant rally on the 21st, with notable performances in the seed and aquaculture sectors, indicating a potential turning point in the industry by 2026 [1] Group 1: Agricultural Sector Performance - Stocks such as QuanYin High-Tech and QiuLe Seed Industry reached a 20% and over 10% increase respectively, while ZhongShui Fishery achieved a six-day consecutive limit-up [1] - The industry is expected to focus on capturing turning points and tracking core fundamental indicators in 2026, with an emphasis on finding entry points within a relatively reasonable valuation range [1] Group 2: Livestock and Pet Sectors - The livestock sector is expected to balance offense and defense strategies, with a shift from a defensive focus in 2025 to a greater emphasis on potential future flexibility in 2026 [1] - The pet sector is undergoing a valuation correction, with expectations for a recovery in performance growth, suggesting that investment opportunities will re-emerge [1] Group 3: Seed Industry Insights - According to KaiYuan Securities, the seed industry is expected to trend towards larger varieties under policy guidance, with an improving competitive landscape for leading seed companies [1] - The research and development of genetically modified seeds presents high technical barriers, giving leading companies a competitive edge as the promotion and expansion of these seeds accelerate, potentially intensifying the industry’s Matthew effect [1]