应急响应期间，河南省各地要求各工业企业要严格按照要求落实橙色预警减排措施。 矿山、砂石料厂等停止露天作业，施工工地停止土石方作业，建筑垃圾清运车辆、渣土运输车和砂石运输车辆禁止上路行驶。 记者从河南多地生态环境局了解到，受不利气象条件影响，区域扩散条件转差，污染天气持续，全省多地已陆续启动重污染天气橙色预警（Ⅱ级响应）。其 中： 焦作市从12月8日起将出现一次重污染过程。按照《焦作市重污染天气应急预案》要求，经该市环委办研究决定，自12月8日0时，启动焦作市重污染天气橙 色预警（Ⅱ级响应），解除时间另行通知。 洛阳市受整体扩散条件转差影响，12月8日至12日，全市将有持续中度污染过程。自12月7日17时起，洛阳启动重污染天气橙色（Ⅱ级）预警响应，解除时间 另行通知。 郑州市自12月6日起整体扩散条件转差，空气质量以中、重度污染为主。按照《郑州市人民政府办公厅关于印发郑州市重污染天气应急预案的通知》，经研 究决定发布重污染天气橙色预警，自12月5日20时启动重污染天气Ⅱ级响应，解除时间另行通知。 除城市运行保障车辆和执行任务特种车辆外，城市和县城建成区内禁止重型和中型柴油货车、低速载货汽车和拖拉机通行。 严禁露 ...

广州荔湾作为广东近现代民族工业的创始地，曾有着广钢、广船等工业根基，但也长期受困于老城区产业空间紧张的问题。而其产业园区的发 展故事，正是一部以"腾拓改"破解空间难题，靠"五链协同"培育特色产业，从零散业态逐步成长为现代都市工业集群高地的转型发展史，具体 可分为以下几个阶段： 1. 早期积淀与发展困境：工业根基扎实，空间制约凸显 荔湾的产业基因早在近现代就已埋下，广钢、广船、广柴等一批知名工业企业在此扎根，为区域奠定了深厚的工业基础。不过随着城市发展， 老城区的短板逐渐暴露。一方面，土地资源稀缺，大量企业面临"办公在荔湾、生产在外区"的尴尬局面。比如1999年在荔湾沙面成立的新之地 环保公司，因本地无合适厂房，只能将生产基地迁往清远，长期处于"两地分居"状态，给企业运营带来诸多不便。另一方面，老旧厂房居多， 多数载体难以适配新兴产业的需求，彼时荔湾虽有产业底蕴，却缺乏能承载现代都市工业的优质空间，产业发展陷入瓶颈。 2. 破局起步：以"腾拓改"拓宽产业空间 2023年初，荔湾明确以现代都市工业为核心的发展方向，将产业空间的"腾拓改"作为突破口，开启园区发展的新篇章。这一阶段的核心是通过 改造老旧物业、新建产业 ...

| 汽车 | 1186.87 | -3.03 | -0.25 | | --- | --- | --- | --- | | 建筑装饰 | 388.40 | -3.17 | -0.81 | | 家用电器 | 364.23 | -4.21 | -1.14 | | 电力设备 | 2154.34 | -4.91 | -0.23 | | 医药生物 | 1640.85 | -5.1 1 | -0.31 | | 电子 | 3600.48 | -6.81 | -0.19 | | 基础化工 | 988.44 | -9.1 1 | -0.91 | （文章来源：证券时报网） 12月5日各行业融资余额环比变动 | 代码 | 最新融资余额（亿元） | 较上一日增减（亿元） | 环比增幅（%） | | --- | --- | --- | --- | | 计算机 | 1785.70 | 9.99 | 0.56 | | 国防军工 | 828.78 | 5.19 | 0.63 | | 机械设备 | 1302.23 | 4.38 | 0.34 | | 银行 | 758.49 | 3.25 | 0.43 | | 非银金融 | 1856.60 | 3 ...

相较于大盘股，小市值品种具备更高的股性以及活跃度，也更容易成为行情中的核心。证券时报·数据 宝统计，截至12月5日收盘，两市共932只个股流通市值低于30亿元，其中376只个股流通市值不足20亿 元。总市值方面，两市共1653只个股总市值低于50亿元，其中530只个股总市值不足30亿元。 | 证券代码 | 证券简称 | 流通市值（亿元） | 总市值（亿元） | 市盈率（倍） | 申万行业 | | --- | --- | --- | --- | --- | --- | | 001260 | 坤泰股份 | 6.63 | 24.00 | 48.20 | 汽车 | | 301287 | 康力源 | 6.89 | 26.97 | 35.66 | 轻工制造 | | 603307 | 扬州金泉 | 6.92 | 27.69 | 24.15 | 纺织服饰 | | 300391 | *ST长药 | 7.29 | 7.29 | - | 医药生物 | | 301309 | 万得凯 | 7.32 | 28.80 | 25.84 | 机械设备 | | 301314 | 科瑞思 | 7.34 | 24.96 | 179.52 | 通信 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 影响股市利好与利空消息 宏观新闻 1、12月5日，李强主持召开国务院常务会议，研究进一步做好节能降碳工作。 2、证监会主席吴清12月6日在出席中国证券业协会第八次会员大会发言时提到，"十五五"期间，证券行 业将肩负四大使命，涵盖服务实体经济、助力居民资产优化配置、支撑金融强国建设、推进高水平对外 开放。 吴清表示，监管层面将强化分类监管，对优质机构优化评价指标、适度拓宽资本空间与杠杆上限，提升 资本利用效率；对中小机构、外资机构探索差异化监管政策，促进特色化发展；对问题机构依法从严监 管。 3、中国证监会就《上市公司监督管理条例（公开征求意见稿）》公开征求意见。主要内容包括：完善 上市公司治理要求，规范治理架构以及控股股东、实际控制人、董事、高管等关键少数的行为；进一步 强化信息披露监管；规范并购重组行为；加强投资者保护，对市值管理、现金分红、股份回购等作出明 确要求；严厉打击违法违规行为，细化国务院证券监督管理机构在依法履职过程中可以采取的措施，对 占用担保、配合造假等行为设置专门罚则。 4、国防部、外交部就日方声称中国海军舰载机对日本自卫队战斗机"雷达照射 ...

财信证券股份有限公司 嘉盛德（宁夏）新材料科技有限公司 湖南迪亚环境工程有限公司 "从实验室到生产线，我们最需要的是资金。"迪亚环境董事长魏辉斌对上海证券报记者说。 这家成立于2006年的环境工程企业，拥有33项专利和8项软件著作权，其创新的"两级AO+Fenton"工艺 解决了垃圾渗滤液治理中浓缩液回灌的行业痛点。但像大多数轻资产运作的创新型中小微企业一样，迪 亚环境曾面临融资难的问题。 魏辉斌介绍，2020年前后公司面临较为典型的融资困难：一是"短贷长投"问题突出，项目运营周期长， 但银行贷款多为一年期，需频繁续贷，给现金流管理带来压力；二是融资渠道单一且额度有限，轻资产 公司缺乏实物抵押。 面对这一难题，迪亚环境将目光投向新三板市场，希望通过股权融资打开新局面。 挂牌培育期间，财信证券在挖掘企业价值上"下了大功夫"。财信证券迪亚环境项目负责人刘俊威告诉上 海证券报记者，项目组对迪亚环境的50余个运营项目进行了"全覆盖"走访调研，对技术路径和方案进行 了梳理，构建了"模块化工艺+参数矩阵"体系，最终协助迪亚环境确立了估值基准。 ◎记者 闫刘梦 梁银妍 李雨琪 在湖南芷江，迪亚环境用自主开发的纯生化技术建造 ...

Investment Rating - The report maintains a "Buy" rating for several key stocks in the financial and manufacturing sectors, including Green City China, Jianfa International Group, New China Life Insurance, and Bank of Communications [12][42][44]. Core Views - The report highlights the increasing pressure on corporate earnings in the short term, with a focus on the potential for export recovery in the coming year [9][10]. - The real estate sector is facing downward pressure, but there are expectations for policy support to alleviate burdens on homebuyers [11]. - The non-bank financial sector is experiencing an optimized market structure, with high growth potential in the securities industry [15]. - The banking sector is expected to see accelerated valuation reassessment driven by strong allocation forces [17]. - The new energy sector is at a bottoming phase, with attention on marginal changes in new technologies [20]. - The machinery sector is approaching mass production of humanoid robots, focusing on core supply chain targets [25]. - The military industry is expected to improve, with a focus on military trade, internal installations, and military-to-civilian transitions [27]. - The light industry is emphasizing opportunities in overseas manufacturing and high-quality domestic consumption [30]. Summary by Sections Real Estate - The real estate sector is under increasing downward pressure, particularly in core cities, with expectations for policy measures to lower home purchase thresholds [11]. - Key companies like Green City China and Jianfa International Group are highlighted for their strong land acquisition and sales performance, with projected net profits for 2025-2027 [12][14]. Non-Bank Financial - The securities industry is expected to maintain high growth, with significant improvements in insurance companies' performance [15][16]. - New China Life Insurance is noted for its leading elasticity and potential for growth in the equity market [16]. Banking - The report emphasizes the ongoing valuation repair in the banking sector, particularly for large state-owned banks and city commercial banks [17][19]. - Bank of Communications is highlighted for its low PB valuation compared to peers, indicating potential for significant upside [19]. New Energy - The new energy sector is identified as having established a bottom, with a focus on solar, storage, and lithium battery technologies [20][21]. - Companies like Sunshine Power and Siling Co. are recommended for their growth potential in the energy storage market [22][23]. Machinery - The humanoid robot sector is approaching mass production, with companies like Hengli Hydraulic expected to benefit from this trend [25][26]. Military - The military sector is projected to see upward trends in military trade and civilian applications of military technology [27][28]. Light Industry - The report emphasizes the importance of overseas manufacturing and high-quality domestic consumption opportunities, with companies like Simor International and Aorijin highlighted for their growth potential [30][32][34]. Environmental - The environmental sector is expected to benefit from carbon reduction policies and overseas expansion opportunities, with companies like Huanlan Environment and Ice Wheel Environment noted for their growth prospects [35][40][41].

过去一周（12月1日—12月5日），A股三大指数集体上涨。截至12月5日收盘，上证指数报3902.81点， 周涨0.70%；深成指报13147.68点，周涨1.08%；创业板指报3109.30点，周涨1.36%。 具体来看，周内上涨家数达1818家、下跌家数464家；其中87股周涨超15%，17股周跌超15%。按照申 万二级行业分类，航天装备、工业金属、工程机械等板块领涨（5日涨幅分别达10.42%、9.14%、 5.86%），广告营销、数字媒体、装修装饰等板块下跌（5日跌幅分别为-6.99%、-6.70%、-3.55%）。 哪些个股领涨？哪些个股领跌？21投资通每周持续为你透视。 剔除最近一个月上市的次新股，本期牛股榜中，嘉戎技术（301148.SZ）以67.18%的周涨幅夺魁，招标 股份（301136.SZ）以58.43%的周涨幅位居第二，海王生物（000078.SZ）、航天发展（000547.SZ）周 涨幅均达52%以上，牛股榜10只个股周涨幅均超41%。 最牛股嘉戎技术属于环保行业，福建本地股： 嘉戎技术是一家以膜分离技术为核心的国家高新技术企业，提供高性能分离膜材料及组件、环保成套装 备，以及高浓度 ...

Market Overview - The three major indices rebounded this week, with the Shanghai Composite Index rising by 0.37%, the Shenzhen Component Index increasing by 1.26%, and the ChiNext Index up by 1.86% [1][18]. Sector Performance - Active sectors this week included commercial aerospace and food stocks, which showed significant movement [1][18]. Top Gainers - The top-performing stocks included: - Jiarong Technology, which surged by 67.18% and reached new highs during the week [20][21]. - Other notable gainers included Zhaobiao Co. (up 58.43%), Haiwang Biological (up 55.59%), Aerospace Development (up 52.26%), and Anji Food (up 50.23%) [20][21]. Top Losers - On the downside, 93 stocks fell by more than 10%, with *ST Lifang leading the decline at -48.21% [4][20]. - Other significant losers included Binhai Energy (down 25.82%), Langchao Software (down 20.91%), and Yunzhu Technology (down 20.19%) [4][20]. Trading Activity - A total of 64 stocks had a turnover rate exceeding 100%, with Beilong Precision leading at 228.83% [6][22]. - The sectors with high turnover rates included defense, machinery, and computers [6][22]. Capital Flow - The metals, building materials, and coal sectors attracted significant capital inflows, with the non-ferrous metals sector seeing a net inflow of 5.94 billion yuan [8][24]. - C China Uranium received the highest net inflow at 36.54 billion yuan, followed by Tianfu Communication (26.74 billion yuan) and BOE Technology (18.05 billion yuan) [8][24]. Institutional Research - Jiarong Technology was the most researched stock this week, with 187 institutions participating in its survey [12][28]. - Other companies receiving attention included Tianhua New Energy and Sanxia Tourism, each with over 50 institutions involved [12][28]. New Institutional Interests - Institutions showed first-time interest in 45 stocks this week, with 10 stocks receiving target prices [30][31]. - Notable mentions include Rongqi Technology, rated "Buy" with a target price of 96.11 yuan, and Danah Biotechnology, also rated "Buy" with a target price of 102 yuan [31][32].

多图速览>> 本周（12月1日至5日）三大指数均反弹，沪指累计上涨0.37%，深证成指累计涨1.26%，创业板指累计涨1.86%。板块方面，商业航天、食品股周内走势活 跃。 ►牛熊股：5股累计涨幅超50%，最牛股周内股价屡创新高 Wind数据显示，本周共有14只个股涨幅30%。涨幅最大的是环保股嘉戎技术，本周累计上涨67.18%，周内股价屡创新高；招标股份、海王生物、航天发 展、安记食品本周累计涨幅均在50%以上。 跌幅榜中，本周累计下跌的个股中，93股跌幅在10%以上，*ST立方一周累计跌48.21%，居首；滨海能源、浪潮软件和昀冢科技累计跌幅均超20%。 | 证券简称 | 周涨跌幅 | 证券简称 | 周涨跌幅 | | --- | --- | --- | --- | | 嘉戎技术 | 67.18% | *ST立方 | -48.21% | | 招标股份 | 58.43% | 滨海能源 | -25.82% | | 海王生物 | 55.59% | 精创电气 | -24.79% | | 航天发展 | 52.26% | 浪潮软件 | -20.91% | | 安记食品 | 50.23% | 昀冢科技 | -20.19% ...