指数早盘涨跌不一，沪指半日微涨0.04%，深成指、创指双双跌超1%。 板块方面，海南自贸区早盘强势，洲际油气、海马汽车等多股涨停；煤炭板块活跃，安泰集团涨停；游戏板块活跃，三七 互娱涨停；下跌方面，电池板块弱势震荡，海科新源跌超15%；黄金、有色板块盘中震荡下挫，潮宏基跌停；芯片半导体大面 积飘绿，炬光科技跌超7%领跌。 总体来看，个股涨多跌少，上涨个股超2600只。截至午间收盘，沪指报3956.72点，涨0.05%；深成指报13237.03点，跌 1.06%；创指报3143.95点，跌1.37%。盘面上，海南自贸区、海南、燃料板块涨幅居前，电池、金属钴、能源金属板块跌幅居 前。 ...

智通财经APP获悉，港股恒生指数涨0.58%，涨150点，报26057点；恒生科技指数跌0.24%。港股早盘成 交1321亿港元。 内银股回暖。银行三季报业绩呈现筑底企稳态势，年底步入长线资金配置时段利好板块。徽商银行 (03698)涨4.79%；建设银行(00939)涨3.12%；中国银行(03988)涨2.27%。 煤炭股多数走高。供暖季开启叠加安监力度强化，机构看好煤价维持震荡上行。兖矿能源(01171)涨 5.62%；中国秦发(00866)涨4%；中煤能源(01898)涨3.5%。 金力永磁(06680)跌超7%，部分董事及高级管理人员拟减持公司股份。 康方生物(09926)涨超5%，依沃西获得第四个突破性疗法认定，临床开发与上市进程有望加速。 春立医疗(01858)再涨超7%，海外业务已成为重要收入来源，三季度业绩同比高速增长。 现代牧业(01117)涨5%，公司收购中国圣牧触发全面要约，最高总价超20亿港元。 巨星传奇(06683)涨超8%，成为Galaxy战略股东，公司积极构建全球IP生态。 金矿股及黄金珠宝股全线重挫。黄金税收新政或导致短期实物需求承压，中长期需求不受影响。老铺黄 金(0618 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.05% while the Shenzhen Component Index and the ChiNext Index fell by 1.06% and 1.37% respectively [1] - Trading volume decreased significantly, with a half-day turnover of 1.38 trillion yuan, down by 175.5 billion yuan compared to the previous trading day [1] Index Performance - The Shanghai Composite Index closed at 3956.72, with a slight increase of 1.93 points [2] - The Shenzhen Component Index and ChiNext Index saw declines of 141.18 points and 43.58 points respectively [2] - The overall market saw 2589 stocks decline while 2674 stocks rose, indicating a bearish sentiment [2] Sector Performance - The coal sector remained active, with companies like Antai Group hitting the daily limit up, driven by high demand from steel and power industries as winter approaches [3] - The lithium battery, rare earth permanent magnet, semiconductor, and consumer electronics sectors experienced widespread declines [3] - The AIGC index surged, with stocks like Fushi Holdings and Chunzhong Technology seeing significant gains [5] Specific Stock Movements - Notable declines in the new energy vehicle sector, with stocks like Xian Dao Intelligent and Dang Sheng Technology dropping over 8% and 6% respectively [4] - In contrast, Hong Kong-listed new energy vehicle stocks like NIO and XPeng saw gains of nearly 3% [4] - The gold and jewelry index fell nearly 3%, with major stocks like Chao Hong Ji nearing their daily limit down [7] Monetary Policy - The central bank conducted a reverse repurchase operation of 783 billion yuan at a fixed rate of 1.40%, resulting in a net withdrawal of 259 billion yuan for the day [8]

转自：新华财经 新华财经北京11月3日电（丁晶）沪深两市三大股指3日早间小幅低开，创业板指一度下跌超2%。截至 收盘，沪指翻红，创业板指跌超1%，黄白线分化明显。 盘面上热点快速轮动，从板块来看，钍基熔盐概念股大涨，宝色股份、海陆重工（维权）一字涨停。 AI应用端反复活跃，吉视传媒、三七互娱（维权）等涨停。煤炭板块再度走强，安泰集团13天7板。海 南自贸区板块延续强势，罗牛山等多股涨停。量子科技概念股震荡拉升，神州信息涨停。下跌方面，电 池板块集体调整，上海洗霸盘中跌停，海科新源跌超15%。 截至午间收盘，上证指数早盘收报3956.72点，涨0.05%。深证成指早盘收报13237.03点，跌1.06%。创 业板指早盘收报3143.95点，跌1.37%。沪深京三市近2800股飘红，上午半天成交1.4万亿元。 机构观点 申万宏源：2026年春季可能是阶段性高点。9月初以来上证综指总体窄幅震荡，原因是科技成长行情来 到了长期性价比并不具备显著吸引力的区域，市场对本轮科技引领行情的后续持续时间和幅度预期不 高。但成长相对价值和周期短期仍处于高性价比状态，A股有效反弹行情需以科技成长领涨的特征不 变。2026年春季可能 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.05% while the Shenzhen Component and ChiNext Index fell by 1.06% and 1.37% respectively, indicating a decline in market momentum [1][2] - Trading volume decreased significantly, with a half-day turnover of 1.38 trillion yuan, down by 175.5 billion yuan compared to the previous trading day [1] Sector Performance - The coal sector remained active, with companies like Antai Group hitting the daily limit, driven by high demand from steel mills and thermal power enterprises as winter approaches [5] - The short drama concept stocks surged, with several companies such as 37 Interactive Entertainment and Oriental Pearl reaching their daily limit [3][4] - The AIGC index saw strong gains, with stocks like Fushi Holdings rising over 13% [5][6] Specific Stock Movements - In the new energy vehicle sector, there was a notable decline with an average drop of 1.87%, led by companies like Xian Dao Intelligent and Dangsheng Technology, which fell over 8% and 6% respectively [4] - The gold and jewelry index dropped nearly 3%, with most constituent stocks declining, including Chao Hong Ji nearing a limit down [7][8] Policy and Economic Impact - Industrial and Commercial Bank of China announced a suspension of certain gold accumulation services starting November 3, 2025, affecting new accounts and active accumulation plans [9] - The People's Bank of China conducted a 783 billion yuan reverse repurchase operation at a rate of 1.40%, with a net withdrawal of 259 billion yuan for the day [9]

下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 今日A股三大指数涨跌不一，沪指翻红，创业板指跌超1%，黄白线分化明显。量能大幅萎缩，沪深两市半日成交额1.38万亿，较上个交易日缩量1755 亿。盘面上热点快速轮动，从板块来看， 钍基熔盐概念股大涨， 宝色股份、海陆重工一字涨停。 AI应用端反复活跃， 吉视传媒、三七互娱等涨停。煤炭板块再度走强，安泰集团13天7板。海南自贸区板块延续强势，罗牛山等多股涨停。 量子科技概念股震荡拉升，神州信息涨停。下跌方面，电池概念股集体大跌，海科新源跌超15%，上海洗霸触及跌停。黄金概念股表现疲 软，潮宏基触及跌停。 板块方面， 海南自贸区、煤炭、游戏等板块涨幅居前， 电池、有色金属、贵金属、半导体等板块跌幅居前。截至收盘，沪指涨0.05%，深 成指跌1.06%，创业板指跌1.37%。 ...

凤凰网财经讯 11月3日，三大指数涨跌不一，沪指翻红，创业板指跌超1%，黄白线分化明显。截至午 间收盘，沪指涨0.05%，深成指跌1.06%，创业板指跌1.37%。量能大幅萎缩，沪深两市半日成交额1.38 万亿，较上个交易日缩量1755亿。 | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 张幅% | 涨跌 | | | 现手 金额 | | 上证指数 | 3956.72 | 0.05 | 1.93 1085/1172 | -0.01 | 4.22 Z | 3.05万 6193.83亿 | | 深证成指 | 13237.03 | -1.06 | -141.18 1496/1316 | -0.01 | 4.66 亿 | 1113 7617.69 Z | | 北证50 | 1583.81 | 0.07 | 1.10 123/150 | -0.04 | 6967 | 1829 174.83亿 | | 创业板指 | 3143.95 | -1.37 | -43.58 676/677 | -0.01 | 1.4 ...

（文章来源：每日经济新闻） 每经AI快讯，11月3日，三大指数涨跌不一，沪指翻红，创业板指跌超1%，黄白线分化明显。量能大幅 萎缩，沪深两市半日成交额1.38万亿元，较上个交易日缩量1755亿元。盘面上热点快速轮动，从板块来 看，钍基熔盐概念股大涨，宝色股份、海陆重工一字涨停。AI应用端反复活跃，吉视传媒、三七互娱 等涨停。煤炭板块再度走强，安泰集团13天7板。海南自贸区板块延续强势，罗牛山等多股涨停。量子 科技概念股震荡拉升，神州信息涨停。下跌方面，电池概念股集体大跌，海科新源跌超15%，上海洗霸 触及跌停。黄金概念股表现疲软，潮宏基触及跌停。板块方面，海南自贸区、煤炭、游戏等板块涨幅居 前，电池、有色金属、贵金属、半导体等板块跌幅居前。截至收盘，沪指涨0.05%，深成指跌1.06%， 创业板指跌1.37%。 ...

作为市场唯一一只煤炭ETF，煤炭ETF（515220）跟踪中证煤炭指数（399998），规模超130亿元，煤 炭板块股息率较高，截至9月30日，近12个月股息率超5.3%，在无风险利率下行的背景下配置价值凸 显。可考虑逢低分批布局煤炭ETF（515220）把握煤炭板块投资机会。 （文章来源：每日经济新闻） 国盛证券指出，国内供应受限是上行的最核心因素：一方面，自7月份能源局核查超产政策以来， 7~9 月煤炭产量已经连续三月同比下降；一方面，自今年中央第二生态环保督察向内蒙古自治区反馈督察情 况后，内蒙古严格按照中央生态环境保护督察要求，从严从实抓好整改落实工作，在此期间，或对露天 矿生产造成一定扰动；一方面，按照2025年度中央安全生产考核巡查工作安排，11月份，22个中央安全 生产考核巡查组将陆续进驻31个省、自治区、直辖市和新疆生产建设兵团开展年度考核巡查，且值得注 意的是，这是今年首次以中央名义开展，推动安全生产责任措施落实，在安监高压下，煤炭生产亦面临 一定扰动。 ...

Core Viewpoint - The coal sector has shown strong performance recently, with significant price increases in various coal companies, driven by improving supply-demand fundamentals and low historical prices for thermal and coking coal [1] Group 1: Market Performance - As of the report, Antai Group has reached the daily limit increase, while Lu'an Huanneng and Jinkong Coal Industry have risen over 5%, and companies like China Coal Energy and New Dazhou have increased by approximately 4% [1] - The current prices for thermal coal and coking coal are still at historical lows, providing room for a rebound [1] Group 2: Supply and Demand Dynamics - The supply side is experiencing a contraction in production due to the "checking overproduction" policy, while the demand side is entering the heating season, which is expected to improve the coal supply-demand fundamentals [1] - Both types of coal are anticipated to have upward price elasticity, with thermal coal supported by long-term contract mechanisms and profit-sharing logic between coal and power companies [1] - Coking coal, being more market-sensitive, may exhibit greater price elasticity due to its higher marketization [1] Group 3: Investment Sentiment - Many coal companies continue to express a strong willingness for high dividends, with six listed coal companies announcing mid-term dividend plans [1] - In the context of global political and economic uncertainty and domestic economic stabilization expectations, investment behavior in the capital market shows emotional fluctuations [1] - The coal sector possesses both cyclical and dividend attributes, with current low holdings indicating that the fundamentals have reached a turning point, suggesting it is an opportune time for investment [1]