滇港澳企业家昆明共觅东盟合作新机遇 中新社昆明11月21日电 (陈静)2025年滇港澳企业家论坛21日在云南昆明开幕，三地企业家代表立足云南 优势，在文旅康养、生物医药、高原特色农业等领域共觅东盟合作新机遇。 云南与粤港澳大湾区经贸关系密切。云南不仅是大湾区的"菜篮子"，且大湾区每10枝鲜花中7枝由云南 生产；来自大湾区的电子产品、家电和家具等通过中老铁路源源不断进入东盟市场。云南企业也纷 纷"借港出海"，与澳门优势互补、协同发展。 此次论坛期间，滇港澳企业家不约而同将目光投向拥有25亿人口的南亚东南亚国际大市场，希望发挥各 自优势，共谋东盟发展机遇。 昆明龙津药业股份有限公司总经理樊丽娟说，近年来，企业持续探索"出海"东盟国家，尤其是在中药材 种植和研发领域。通过此次论坛，企业了解更多国际法律、融资、品牌打造等领域专业知识，下一步将 与港澳专业机构持续联系，推动相关项目落地。 "中老铁路开通后，为老挝货物运输带来极大便利。"老挝驻昆明总领事馆副总领事博通·彭浦同表示， 针对外国企业赴老投资，政府推出一系列优惠税收政策，并提供一站式服务，尤其适合面向东盟市场的 轻工业、电子和纺织等产业发展，欢迎中国企业赴老投 ...

今日创业板系列指数集体下挫，其中创业板指跌逾4%，创业板ETF（159915）全天净申购近10亿份。从本周维度来看，创 业板成长指数下跌5.3%，创业板中盘200指数下跌5.7%，创业板指数下跌6.2%，创业板ETF（159915）连续5个交易日获资 金加码。 有分析表示，资金流入的背后，是对创业板具备长期基本面支撑的看好。创业板指数中AI硬件产业链+新能源产业链权重 合计约60%，而这二者均为2026年科技成长方向中市场关注度较高的方向。近期两个产业链基本面整体趋势向好，一是动 力和储能电池需求整体较为强劲，原材料和电芯价格明显回升；二是境内外AI巨头相继发布性能强劲的AI应用，并整体上 调AI端资本开支。 | | 指数 | 200指数 | 指数 | | --- | --- | --- | --- | | 本周涨跌幅 | -6. 2% | -5. 7% | -5. 3% | | 指数滚动 市盈率 | 39.2倍 | 106. 5倍 | 38. 6倍 | | 滚动市盘率 分位 | 30. 4% | 该指数2023年 11月15日发布 | 40. 1% | | 跟踪该 | 创业板ETF | 创业板200ETF ...

| | 上证科创板50 | 上证科创板100 | 上证科创板 | 上证科创板成长 | | --- | --- | --- | --- | --- | | | 成份指数 | 指数 | 综合指数 | 指数 | | 本周涨跌幅 | -5. 5% | -5.7% | -6.2% | -6. 6% | | 指数滚动 市盘率 | 149.8倍 | 207.1倍 | 203.6倍 | 149.6倍 | | 滚动市盈率 | 95. 1% | 该指数2023年 | 该指数2025年 | 该指数2022年 | | 分位 | | 8月7日发布 | 1月20日发布 | 11月4日发布 | | 跟踪该指数 | 科创板50ETF | 科创100ETF | 科创综指ETF | 科创成长50ETF | | | | 易方达 | 易方达 | | | 的ETF | (588080) | (588210) | (589800) | (588020) | | | 上证科创板50成份指数 | | | | | | | 由科创板中市值大、流动性好的50只股票组成, | | "硬科 | 技灰头符体显者,半导体占比起50%,与医疗寄顾、尤仗 设备、软件开发行业 ...

Core Viewpoint - The Biotech Index (970038) experienced a decline of 2.26% on November 21, closing at 2111.48 points, with a total trading volume of 19.114 billion yuan and a turnover rate of 1.64% [1] Group 1: Index Performance - On the day, only one constituent stock, Prolo Pharmaceutical, saw an increase of 1.41%, while 49 stocks declined, with Iwu Biological leading the drop at 5.0% [1] - The top ten constituent stocks of the Biotech Index are primarily in the biopharmaceutical sector, with significant weightings for companies like Mindray Medical (12.58%) and Changchun High-tech (4.87%) [1] Group 2: Market Capitalization and Price Movements - The total market capitalization of the top ten stocks ranges from 2365.59 billion yuan for Mindray Medical to 285.91 billion yuan for Lepu Medical, indicating a diverse range of company sizes within the index [1] - Price movements for the top stocks include declines for major players such as Mindray Medical (-1.88%) and Changchun High-tech (-2.73%) [1] Group 3: Capital Flow - The Biotech Index constituents saw a net outflow of 1.929 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.724 billion yuan [3] - Notable capital flows include Peak High-Tech with a net inflow of 22.415 million yuan from institutional investors, while other stocks like Jiayuan Pharmaceutical experienced significant outflows [3]

资金流向方面，深证国企股东回报R（470064）指数成份股当日主力资金净流出合计23.76亿元，游资资 金净流入合计4.35亿元，散户资金净流入合计19.41亿元。成份股资金流向详情见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000582 | 批部清港 | 2570.89万 | 10.92% | -248.51万 | -1.06% | -2322.38万 | -9.86% | | 000060 | 中金岭南 | 2385.59万 | 2.10% | 2444.67万 | 2.15% | -4830.25万 | -4.25% | | 000932 | 华菱钢铁 | 1725.78万 | 4.08% | -2544.23万 | -6.02% | 818.45万 | 1.94% | | 000709 | 河钢股份 | 1487.30万 | 5.38% | 742.77万 | 2.69% | -2230.07 ...

Market Overview - The Shenzhen Leading Index (399653) closed at 2908.89 points, down 2.13%, with a trading volume of 105.46 billion yuan and a turnover rate of 1.31% [1] Stock Performance - Among the index constituents, 5 stocks rose while 43 stocks fell, with Sanhua Intelligent Control leading the gainers at 1.77%, and Ruida Futures leading the decliners at 6.28% [1] - The top ten constituents of the Shenzhen Leading Index are as follows: - Contemporary Amperex Technology Co., Ltd. (Ningde Times) holds a weight of 20.44% with a latest price of 370.00 yuan, down 2.48%, and a total market value of 1688.52 billion yuan [1] - Zhongji Xuchuang has a weight of 8.35%, latest price of 464.01 yuan, down 5.69%, and a market value of 515.57 billion yuan [1] - Midea Group has a weight of 7.67%, latest price of 78.75 yuan, up 1.04%, and a market value of 661.51 billion yuan [1] - Luxshare Precision has a weight of 6.06%, latest price of 52.85 yuan, down 5.20%, and a market value of 384.86 billion yuan [1] - Sungrow Power Supply has a weight of 5.67%, latest price of 167.89 yuan, down 5.34%, and a market value of 348.07 billion yuan [1] - BYD has a weight of 5.25%, latest price of 92.70 yuan, down 0.97%, and a market value of 845.16 billion yuan [1] - Wrigley has a weight of 4.41%, latest price of 119.68 yuan, down 0.47%, and a market value of 464.55 billion yuan [1] - Gree Electric Appliances has a weight of 3.53%, latest price of 40.25 yuan, down 0.25%, and a market value of 225.46 billion yuan [1] - ZTE Corporation has a weight of 2.83%, latest price of 38.07 yuan, down 2.86%, and a market value of 182.11 billion yuan [1] - BOE Technology Group has a weight of 2.75%, latest price of 3.83 yuan, down 1.79%, and a market value of 143.30 billion yuan [1] Capital Flow - The net outflow of main funds from the Shenzhen Leading Index constituents totaled 7.45 billion yuan, while the net inflow from speculative funds was 2.39 billion yuan, and the net inflow from retail investors was 5.06 billion yuan [1]

Group 1 - The core investment theme for 2026 is transitioning from extreme growth to balanced allocation, focusing on sectors with strong performance potential [3][11] - In the technology sector, the report highlights that industries related to artificial intelligence and embodied intelligence are expected to experience a slowdown in profit growth after rapid valuation increases, suggesting a focus on segments with relatively low historical valuations and strong earnings support [3][11] - For traditional industries, the report recommends focusing on upstream sectors benefiting from "AI+" enhancements and profit recovery opportunities following capacity clearance driven by anti-involution policies [3][11] Group 2 - The report identifies a potential recovery in downstream consumer sectors during the 2026-2027 inventory cycle, alongside a gradual return of long-term capital to the market, suggesting a sustained allocation window for industries such as food and beverage, pharmaceuticals, and duty-free concepts [3][11] - The recommended top ten stocks for 2026 include: 300568.SZ Xingyuan Material, 601233.SH Tongkun Co., 603755.SH Richen Co., 300442.SZ Runze Technology, 688303.SH Daqian Energy, 002920.SZ Desay SV, 688041.SH Haiguang Information, 603993.SH Luoyang Molybdenum, 603583.SH Jiechang Drive, and 002027.SZ Focus Media [4][13] - The report provides a detailed earnings forecast and valuation for the recommended stocks, indicating expected earnings per share (EPS) and price-to-earnings (PE) ratios for 2025 and 2026 [16]

全市场规模最大的债券ETF突破700亿元 截至11月20日，作为全市场规模最大的债券ETF，短融ETF（511360）规模已突破700亿元。3月份以 来，短融ETF（511360）规模快速攀升。Wind数据显示，3月3日，短融ETF（511360）的规模仅为 252.33亿元。过去8个多月的时间里，该ETF的规模增长了400多亿元。（中证金牛座） 私募仓位再度刷新年内新高 私募排排网最新数据显示，截至11月14日，股票私募仓位指数达81.13%，较11月7日大幅提升1.05个百 分点。拉长时间来看，该指数已经连续3周站稳80%关口，并持续刷新年内新高。分规模来看，头部私 募攻势更猛。据私募排排网统计，截至11月14日，百亿级私募仓位指数达87.07%，相较于11月7日提高 近8个百分点。 (上海证券报) 各家黄金珠宝品牌今日单克足金饰品价格调整幅度分化 11月21日，多家黄金珠宝品牌公布的境内足金饰品价格较前一日仍在1300元/克左右，但价格调整幅度 出现分化。具体而言，11月21日，周生生足金首饰境内价格为1295元/克，单克较前一日下跌12元；老 庙黄金上海区域足金饰品价格为1298元/克，单克较前一日下 ...

索尼(SONY.US)盘前反弹超3.4%，报28.7美元。消息面上，野村证券将索尼日股的投资评级由"中性"升 至"买入"，目标价由4700日元上调至5300日元，并上调2027年3月期后业绩预测。PS Plus会员及ARPU 增长带动网络服务盈利扩大，音乐串流合约续约亦推升增长，娱乐业务成为核心，游戏及音乐盈利料维 持高位。 此外，索尼旗下Aniplex与东宝17日宣布，动画电影《鬼灭之刃：无限城篇 第一章 猗窝座再袭》的全球 票房已达1063亿日元，创日本电影全球票房纪录。(格隆汇) ...

证券之星消息，11月21日其他电子板块较上一交易日下跌6.44%，香农芯创领跌。当日上证指数报收于 3834.89，下跌2.45%。深证成指报收于12538.07，下跌3.41%。其他电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300516 | 久之洋 | 48.60 | 15.63% | 27.28万 | | 13.18亿 | | 002859 | 洁美科技 | 28.85 | -1.47% | 4.15万 | | 1.21亿 | | 300736 | 自我科技 | 18.35 | -1.98% | 13.87万 | | 2.57亿 | | 301275 | 汉朔科技 | 52.21 | -2.12% | 1.20万 | | 6351.67万 | | 300991 | 创益通 | 35.80 | -3.14% | 1.74万 | | 6244.51万 | | 688093 | 世华科技 | 33.20 | -3.21% | 2.04万 | | 68 ...