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午评:三大指数早间震荡调整 燃气板块涨幅居前
Zhong Guo Jing Ji Wang· 2025-10-10 03:44
中国经济网北京10月10日讯 A股三大指数今日早间震荡走低。截至午间收盘,上证综指报3913.80点,跌 幅0.51%;深证成指报13471.74点,跌幅1.85%;创业板指报3150.78点,跌幅3.40%。 板块方面,燃气、纺织制造、煤炭开采加工等板块涨幅居前,能源金属、电池、贵金属等板块跌幅居 前。 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量 (万手) = 总成交额 (亿元) ▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 燃气 | 2.88 | 564.02 | 44.84 | 1.89 | 27 | 1 | | 2 | 纺织制造 | 2.67 | 358.49 | 34.10 | 1.24 | 28 | 3 | | 3 | 煤炭开采加工 | 2.11 | 1138.11 | 95.02 | 6.92 | 32 | 1 | | র্ব | 电网设备 | 1.95 | 2688.39 | 365.37 | 20.92 | 112 | 53 | | 5 | 油气开采及 ...
放量大涨 沪指可望站上4000点
Chang Sha Wan Bao· 2025-10-10 03:21
Market Overview - A-shares experienced a strong opening on October 9, with the Shanghai Composite Index breaking through 3900 points, reaching a ten-year high at 3933.97 points, up 1.32% [1] - The Shenzhen Component Index rose 1.47% to 13725.56 points, while the ChiNext Index increased by 0.73% to 3261.82 points [1] - Total trading volume in the Shanghai and Shenzhen markets reached 26,532 billion yuan, a significant increase of 4,718 billion yuan compared to the previous trading day [1] Sector Performance - The majority of industry sectors saw gains, with precious metals, energy metals, and steel industries leading the rise, while tourism and real estate services faced declines [1] - The precious metals sector saw a notable increase, with 12 stocks in the sector, 4 of which hit the daily limit, and the smallest gain being 5.3% for Hunan Gold [2] Key Drivers - The market's upward momentum was attributed to two main factors: accelerated recovery of margin financing and positive performance in overseas markets, particularly in artificial intelligence and non-ferrous metals [1] - The price of gold surpassed 4000 USD/ounce, driven by increased risk aversion due to the U.S. government shutdown, ongoing global central bank gold purchases, and expectations of interest rate cuts by the Federal Reserve [2] Technical Analysis - The market showed strong bullish signals, with all three major indices in a bullish arrangement, particularly the Shanghai Composite Index, which is expected to continue rising and may reach 4000 points soon [3] - The MACD indicator showed a reduction in green bars, and the KDJ line indicated an upward trend, suggesting further upward movement in the coming days [3] Company Spotlight - Jinbei Electric, a company specializing in the research, production, and sales of wire and cable products, saw its stock hit the daily limit, primarily due to the favorable sentiment surrounding the controllable nuclear fusion concept [3] - The company reported a net profit of 296.28 million yuan for the first half of 2025, with a year-on-year growth rate of 7.46% [3] - Jinbei Electric's products are utilized in various nuclear power stations and are involved in projects related to the nuclear fusion industry, enhancing its market position [3]
能源金属板块10月9日涨6.51%,赣锋锂业领涨,主力资金净流出9.6亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-09 08:53
证券之星消息,10月9日能源金属板块较上一交易日上涨6.51%,赣锋锂业领涨。当日上证指数报收于 3933.97,上涨1.32%。深证成指报收于13725.56,上涨1.47%。能源金属板块个股涨跌见下表: 从资金流向上来看,当日能源金属板块主力资金净流出9.6亿元,游资资金净流入10.02亿元,散户资金 净流出4268.32万元。能源金属板块个股资金流向见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002460 | 赣锋锂业 | 66.97 | 10.00% | 129.22万 | 84.66亿 | | 600711 | 盛屯矿业 | 11.35 | 9.98% | 435.19万 | 48.21 乙 | | 002466 | 天齐锂业 | 51.33 | 7.90% | 108.50万 | 54.54亿 | | 603799 | 华友钻业 | 70.29 | 6.66% | 167.36万 | 114.28亿 | | 301219 | 腾远钻业 | 81.14 | 6.59% | ...
有色金属板块大涨!黄金表现最强,上涨空间还有多大?
Zhong Guo Zheng Quan Bao· 2025-10-09 06:14
东证衍生品研究院宏观策略首席分析师徐颖表示,金价上涨的核心驱动因素——美国政府债务问题,以 及去美元化交易的中长期逻辑依然存在,这决定了黄金将继续保持上涨格局。同时,美联储独立性问题 从长期来看仍有进一步发酵的可能,一旦与其他因素形成共振,将推动金价继续上扬。 今天上午,有色金属板块大涨,贵金属板块涨势最强,四川黄金、山东黄金涨停。 工业金属板块中,云南铜业、江西铜业等个股涨停。能源金属板块中,赣锋锂业、天齐锂业等个股大 涨。稀土永磁板块中,包钢股份、北方稀土等个股大涨。 国庆假期期间,现货黄金价格持续上行,屡创历史新高。10月8日,现货黄金价格首次突破4000美元/盎 司关口,引发市场热议。 国家外汇管理局10月7日发布的数据显示,9月末我国黄金储备为7406万盎司,环比增加4万盎司,为我 国央行连续第11个月增持黄金。 ...
时隔3700余天 沪指重返3900点
Zhong Guo Zheng Quan Bao· 2025-10-09 04:41
今日上午,上证指数突破3900点。上一次A股"见到"3900点,是在2015年8月18日,距今已有3700余天。 盘面上,"科技+有色金属"成为最强双主线。有色金属板块中,贵金属板块领涨,工业金属、小金属、稀土永磁等板块上涨。两大龙头股紫金矿业、洛阳 钼业联手大涨,盘中股价均创历史新高。 科技股全面发酵,存储芯片、消费电子等板块涨幅居前。通富微电"一字"涨停,晶圆代工双雄中芯国际涨超7%、华虹公司"20CM"涨停,兆易创新、澜起 科技、中微公司、拓荆科技等龙头股也大涨,这些龙头股盘中股价均创历史新高。 此外,可控核聚变、固态电池、量子科技等板块也大涨。 上午收盘,上证指数上涨1.24%,报3931.07点,深证成指上涨1.75%,创业板指上涨1.77%。市场半日成交超1.72万亿元。 科技股全面走强 今天上午,科技股全面走强,半导体产业链大涨,存储芯片、先进封装等板块涨幅居前。消费电子概念上涨,AI PC、AI手机等板块涨幅居前。算力产业 链表现活跃,PCB、光模块等板块上涨。 | 德邦科技 ■ 688035 | 63.18 | 14.56% | 89.9 Z | | --- | --- | --- | -- ...
时隔3700余天,沪指重返3900点
Zhong Guo Zheng Quan Bao· 2025-10-09 04:28
Market Overview - The Shanghai Composite Index has surpassed 3900 points for the first time since August 18, 2015, marking over 3700 days since it last reached this level [1] - The market saw a significant increase in trading volume, with over 1.72 trillion yuan traded in the first half of the day [1] Technology Sector - The technology sector experienced a strong rally, particularly in the semiconductor industry, with storage chips and advanced packaging leading the gains [3] - Notable stocks included Tongfu Microelectronics, which hit the daily limit, and major players like SMIC and Hua Hong Semiconductor, which saw increases of over 7% and reached their historical highs [1][3] - Catalysts for the technology sector included price increases in storage chips driven by major companies like Samsung and Micron, with DRAM prices expected to rise by 15% to 30% and NAND flash prices by 5% to 10% [6] - OpenAI's strategic partnership with AMD to deploy 6 GW of AMD GPU power for AI infrastructure also contributed to the positive sentiment in the tech sector [6] Precious Metals Sector - The precious metals sector saw significant gains, with gold prices reaching new highs, including a record of over $4000 per ounce [11] - Major stocks in this sector, such as Sichuan Gold and Shandong Gold, hit their daily limits, reflecting strong investor interest [8] - The increase in gold prices is attributed to ongoing concerns over U.S. government debt and a long-term trend towards de-dollarization, which is expected to support continued price increases [11] Non-Ferrous Metals Sector - The non-ferrous metals sector also performed well, with the precious metals segment leading the charge [1] - Key stocks like Yunnan Copper and Jiangxi Copper reached their daily limits, while lithium companies such as Ganfeng Lithium and Tianqi Lithium saw substantial gains [8] - The rare earth permanent magnet sector also experienced significant increases, with companies like Baotou Steel and Northern Rare Earth achieving notable stock performance [8]
期金首破4000,国庆假期收官,周期如何看?
2025-10-09 02:00
期金首破 4000,国庆假期收官,周期如何看? 20251008 摘要 国庆假期邮政快递揽收量同比增长 4.5%,增速放缓,主要受反内卷涨 价政策影响,低价件减少导致整体件量增速下降。 国庆期间 BDI 指数同比下降 8.8%,航运市场表现平淡,但四季度航空 票价预计同比正增长,推荐关注华夏航空及港股航空公司。 极兔速递与 TikTok 深度绑定,东南亚业务件量高增,给予"三年一 倍"强推评级;嘉友国际受益于焦煤价格回升,预计三季度业绩环比、 同比均增长。 快递行业反内卷政策推动价格回升,申通、圆通等公司业绩有望大幅改 善,预计该趋势将在 10 月份延续并体现在三季报中。 化工产品价格指数与前两周环比持平,原油期货受俄罗斯炼油厂遇袭及 OPEC 增产低于预期影响,维持在 60-66 美元/桶。 伯克希尔哈撒韦收购西方石油公司化工部门 OxyChem,表明细分龙头 企业在周期底部具备较高投资价值,当前是投资化工行业的良好时机。 近期黄金价格突破 4,000 美元,主要受美元走弱影响,预计未来两三年 仍表现出色,明年金价或达 5,000 美元/盎司,推荐关注紫金黄金国际。 Q&A 今年国庆假期期间的客运流量和票价 ...
新一轮涨价潮来袭!新能源金属孕育的重大投资机会!
格隆汇APP· 2025-10-08 12:52
当全球都在为碳中和目标全力以赴时,一场悄无声息的资源革命正在悄然展开。在新时代领域,支撑新能源汽车、储能电站和智能电网的,并非传 统的石油煤炭,而是锂、钴、镍这些"白色石油"。它们就是能源金属,是通往清洁能源时代的关键钥匙! 如图,在资本市场,能源金属板块指数自从4月份开始呈现出沿着5、10、20日均线单边上涨趋势。进入9月份,随着上证指数走弱而进行了区间震 荡。从技术分析角度看,整个九月份就是在构建中枢。此时 市场对此存在两种观点:一是上涨中继,二是高位派发筹码。 就在上周二(9月30 号),当天板块指数大涨4.03%,实现了箱体突破,从而进一步打开了上涨空间! 能源金属主要包括锂、钴、镍、稀土等,它们是制造锂电池、燃料电池等新型能源装置的核心原材料。而锂、钴、镍又被誉为"三大金刚",各自在 新能源产业链中扮演着不可或缺的角色。接下来,我们将详细剖析这些金属何以成为资本市场的新宠,以及它们未来的机遇与挑战。 01 锂:下游需求高增长,供需格局有望改善 锂需求的爆发本质是新能源产业崛起的直接映射,应用场景的拓宽与深化构成需求增长的核心动力。 动力电池是绝对主力 ,2025年全球新能源汽 车销量预计达1920万 ...
新一轮涨价潮来袭!新能源金属孕育的重大投资机会!
Ge Long Hui· 2025-10-07 03:45
Core Viewpoint - A resource revolution is underway as the world strives for carbon neutrality, with energy metals like lithium, cobalt, and nickel becoming essential for the clean energy transition [1] Group 1: Energy Metals Market Trends - The energy metals sector index has shown a consistent upward trend since April, with a significant breakout on September 30, where the index rose by 4.03%, indicating potential for further gains [3] - Energy metals, including lithium, cobalt, nickel, and rare earths, are critical raw materials for new energy devices such as lithium batteries and fuel cells [3] Group 2: Lithium Demand and Supply - Lithium demand is expected to surge due to the rise of the new energy industry, with global sales of electric vehicles projected to reach 19.2 million by 2025, contributing over 15 million from China [4][6] - The demand structure for lithium is characterized by a dominant role of power batteries, with a projected 52% year-on-year growth in domestic lithium carbonate demand by 2025 [4] Group 3: Cobalt Market Dynamics - The Democratic Republic of the Congo (DRC) has extended its cobalt export ban to stabilize prices, with a shift towards an annual export quota management system expected to tighten supply [7] - Global cobalt supply is projected to increase from 20.7 thousand tons in 2022 to 32.9 thousand tons by 2026, while demand is expected to rise from 18.7 thousand tons to 28.0 thousand tons in the same period [8] Group 4: Nickel Supply and Demand - Nickel prices are supported by rising costs across the supply chain, with the stainless steel sector accounting for 70% of nickel demand, while the battery sector is growing rapidly [9][11] - The global stainless steel production is expected to grow at a compound annual growth rate of 3.85% from 2017 to 2024, indicating a stable demand for nickel [9] Group 5: Investment Outlook - The current global interest rate cut cycle enhances the investment value of the non-ferrous metals sector, particularly energy metals, which are poised to benefit from the energy transition and carbon neutrality efforts [12] - Investors are encouraged to focus on companies with resource advantages in lithium, cobalt, and nickel production, as well as those leading in battery material technology [12]
解套率创新高
第一财经· 2025-09-30 11:51
2025.09. 30 A股三大股指集体收红,全天窄幅震荡,延续节前反弹态势,上证指数在3800点整数关口获 得支撑后震荡走高,全月整体在3800点上方震荡,距离3900点仅一步之遥。 2655家上涨 散户资金净流入 涨跌停比 SHT 个股市场涨跌比大致相当,市场赚钱效应一 般,盘面上,存储芯片、能源金属、半导体、锂电 池、军工板块强势,白酒、汽车服务板块走弱, 银行、保险、公用事业、旅游酒店等板块跌幅 居。 两市成交额 万亿元 ▲ 0.93% 今日两市成交额呈现温和放量特征,市场基础 流动性依然充裕,8月、9月A股市场日均成交金 额连续两个月超过2万亿元,这一水平较去年同 期显著提升,市场交投活跃度处于历史高位。 资金情绪 主力资金净流出 79. 机构以"乐观布局、持股过节"为主流共识、机构资金明显向有产业趋势和政策催化的领域集中,重点布 局科技成长主线,并进行调仓换股,从部分高位板块向估值更合理的领域转移;散户"积极参与、热衷题 材",散户更倾向于追逐市场热点,例如对存储芯片、有色金属等当日强势板块表现出较高的关注度和交易 意愿,也有部分投资者因长假不确定性而选择观望,整体情绪在普涨格局下偏向乐观。 散户 ...