48只个股今日获机构买入型评级，8股机构首次关注。 证券时报·数据宝统计显示，今日机构研报共发布66条买入型评级记录，共涉及48只个股。乖宝宠物关 注度最高，共获5次机构买入型评级记录。 机构今日买入型评级个股 | 代码 | 简称 | 买入评级家数 | 今日涨跌幅（%） | 动态市盈率（倍） | 行业 | | --- | --- | --- | --- | --- | --- | | 301498 | 乖宝宠物 | 5 | -14.42 | 42.89 | 农林牧渔 | | 603298 | 杭叉集团 | 4 | 0.48 | 15.26 | 机械设备 | | 600873 | 梅花生物 | 3 | 1.12 | 8.56 | 基础化工 | | 600050 | 中国联通 | 2 | 0.18 | 14.84 | 通信 | | 000729 | 燕京啤酒 | 2 | -0.42 | 14.12 | 食品饮料 | | 003006 | 百亚股份 | 2 | 2.74 | 30.59 | 美容护理 | | 300873 | 海晨股份 | 2 | -1.03 | 20.31 | 交通运输 | | 300972 | ...

投资者可以在交易所互动平台上通过提问方式了解部分公司更及时（每月10日、20日、月末）的股东户 数信息。证券时报·数据宝统计显示，519家公司公布了截至10月20日最新股东户数，相比之前各期，有 85股股东户数连续减少3期以上，股东户数最多已连降10期。也就是说筹码呈持续集中趋势。 | 代码 | 简称 | 最新股东户 | 较上期增减 | 连续下降期 | | 筹码集中以来涨跌 | 相对沪指 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 数 | （%） | 数 | | （%） | （%） | | 301665 | 泰禾股 | 12899 | -22.36 | 6 | -6.27 | | -10.41 | | | 份 | | | | | | | | 000729 | 燕京啤 | 46397 | -10.93 | 3 | -1.83 | | -4.50 | | | 酒 | | | | | | | | 301042 | 安联锐 | 6490 | -9.65 | 3 | 11.35 | | 8.67 | | | 视 | | | | | | | | 30 ...

Core Points - The net outflow of large orders in the two markets reached 18.43 billion yuan, with 24 stocks seeing net inflows exceeding 200 million yuan, led by China Nuclear Engineering with a net inflow of 815 million yuan [1][2] - The Shanghai Composite Index closed up 0.22%, while 1,682 stocks experienced net inflows and 2,971 stocks saw net outflows [1] - Among the 10 industries with net inflows, coal had the largest inflow of 1.34 billion yuan, followed by media with 603 million yuan [1] Industry Summary - The coal industry saw a net inflow of 1.34 billion yuan, with an index increase of 1.75% [1] - The media industry had a net inflow of 603 million yuan, with a 0.90% increase [1] - Other industries with significant net inflows included non-ferrous metals and social services [1] Stock Summary - The top stocks with net inflows over 200 million yuan included: - China Nuclear Engineering: 815 million yuan, closing price 12.42 yuan, up 10.01% [2] - Dofluorid: 588 million yuan, closing price 21.40 yuan, up 8.91% [2] - SMIC: 584 million yuan, closing price 128.30 yuan, up 1.17% [2] - Stocks with the largest net outflows included: - ZTE Corporation: 951 million yuan, closing price 48.19 yuan, down 3.50% [4] - NewEase: 577 million yuan, closing price 347.76 yuan, down 4.15% [4] - CITIC Heavy Industries: 471 million yuan, closing price 7.15 yuan, down 5.80% [4] - Stocks with net inflows over 200 million yuan saw an average increase of 7.50%, outperforming the Shanghai Composite Index [2]

Core Insights - A total of 520 stocks reported their latest shareholder numbers as of October 20, with 233 stocks showing a decline compared to the previous period [1][3] - Among the stocks with significant declines, Xinkai Technology, Dingxin Communication, and Taihe Co. had the largest drops in shareholder numbers [3][4] - The average decline in shareholder numbers for the latest concentrated chip stocks was 0.67% since October 11, with 38% outperforming the Shanghai Composite Index [2][4] Shareholder Changes - 12 stocks experienced a decline of over 10% in shareholder numbers, with Xinkai Technology showing the largest drop of 26.54% to 11,469 shareholders [3][4] - Dingxin Communication's shareholder count decreased by 24.75% to 32,706, while Taihe Co. saw a 22.36% decline to 12,899 [4][5] - The overall trend indicates a significant reduction in shareholder engagement across various sectors, particularly in basic chemicals and machinery [4][5] Performance Metrics - The concentrated chip stocks monitored since October 1 averaged a decline of 0.77%, underperforming the Shanghai Composite Index, which rose by 1.02% [2] - Notable performers included Shihua Machinery, Shenwater Institute, and Xinlian Electronics, with increases of 43.47%, 21.70%, and 13.63%, respectively [3][4] - The sectors with the highest concentration of stocks included machinery equipment, basic chemicals, and electronics, indicating sector-specific trends in shareholder activity [4][5] Earnings Reports - Among the concentrated chip stocks, 30 have reported third-quarter earnings, with Xinlian Electronics showing the highest net profit growth of 421.43% year-on-year [4] - Shan Guotou A reported a 6.60% increase in net profit, while Nanguo Energy is projected to have a net profit of 342 million yuan, reflecting a 125.08% year-on-year increase [4][5] - The earnings reports suggest a mixed performance across sectors, with some companies experiencing significant growth despite overall declines in shareholder numbers [4][5]

Market Overview - The Shanghai Composite Index fell by 0.66% today, with a trading volume of 764.17 million shares and a total transaction value of 1,058 billion yuan, a decrease of 5.00% compared to the previous trading day [1]. Industry Performance - The coal industry showed the highest increase, with a rise of 1.55%, followed by the oil and petrochemical sector at 1.13%, and public utilities at 0.58% [1]. - The telecommunications sector experienced the largest decline at 2.49%, followed by electronics at 2.14%, and building materials at 1.86% [2]. Leading Stocks - In the coal sector, Shaanxi Black Cat led with a gain of 10.12% [1]. - Hengli Petrochemical in the oil and petrochemical sector increased by 4.63% [1]. - Shenzhen Energy in public utilities rose by 9.96% [1]. - In the telecommunications sector, Changfei Fiber fell by 8.08% [2]. - Weier High in electronics dropped by 13.31% [2]. Trading Volume by Industry - The coal industry had a trading volume of 162.16 billion yuan, an increase of 61.42% from the previous day [1]. - The oil and petrochemical sector recorded a trading volume of 133.84 billion yuan, up by 7.85% [1]. - The telecommunications sector had a trading volume of 573.57 billion yuan, down by 20.59% [2].

在市场行情回暖带动下，公募机构参与上市公司定向增发获得丰厚回报。公募排排网数据显示，按定增 上市日统计，截至2025年10月22日，今年以来共有37家公募机构参与18个申万一级行业中的74家A股公 司定增，合计获配金额达302.92亿元，较去年同期的235.73亿元相比，增幅28.50%。按当日收盘价统 计，目前公募定增浮盈金额达108.45亿元，整体浮盈比例达35.80%。 具体来看，今年以来公募定增个股覆盖18个申万一级行业，15个行业公募定增获配金额不低于1亿元， 其中6个行业公募定增获配金额4亿—9.99亿元，另外9个行业公募定增获配金额不低于10亿元。电子行 业个股定增最受公募机构青睐，公募机构参与寒武纪、盛美上海、芯原股份、胜宏科技等13只电子行业 个股定增，合计获配金额达89.86亿元。紧随其后的是医药生物行业，公募机构参与该行业中的百利天 恒、迪哲医药等6只个股定增，合计获配金额达45.18亿元。此外，公募机构参与电力设备、基础化工和 有色金属行业定增获配金额均超10亿元。 公募参与定增的18个申万一级行业目前均实现浮盈，其中参与13个行业定增浮盈比例介于10%—50%之 间，更有3个行业浮盈 ...

10月22日沪指下跌0.07%，市场两融余额为24524.10亿元，较前一交易日增加81.39亿元。 融资余额降幅前20只个股 | 代码 | 简称 | 最新融资余额（万 | 较前一个交易日增减 | 当日涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | | | | 920270 | 天铭科 | 781.73 | -24.13 | -1.31 | 汽车 | | | 技 | | | | | | 600698 | 湖南天 雁 | 900.15 | -23.94 | -1.40 | 汽车 | | | 秉扬科 | | | | | | 920675 | 技 | 463.41 | -23.32 | 9.26 | 基础化工 | | 002759 | 天际股 | | | | | | | 份 | 30433.64 | -23.18 | -6.02 | 电力设备 | | 301211 | 亨迪药 | 9919.27 | -22.31 | | | | | 业 | | | 14.25 | 医药生物 | | 601083 | 锦江航 | 13421 ...

从行业分布看，电子与医药生物等行业受到公募机构的青睐。在电子行业的定增个股中，寒武纪、盛美 上海、芯原股份等10余只个股获得公募机构认购，总额达89.86亿元；医药生物行业则有百利天恒、迪 哲医药等6只个股获青睐，公募机构认购总额为45.18亿元。此外，电力设备、基础化工和有色金属行业 的公募机构认购总额也均超10亿元。 业内人士认为，公募机构积极参与上市公司定增，不仅反映其对市场机会的敏锐捕捉，也折射出定增市 场生态的优化。一方面，政策利好与产业升级推动优质项目供给增加；另一方面，公募机构的专业研究 能力与资金规模优势，使其在定增市场中占据主动。随着A股市场国际化与机构专业化程度提升，定增 作为重要的再融资工具，其长期价值有望进一步凸显。 今年以来，公募机构参与上市公司定向增发(定增)的热情持续攀升。公募排排网数据显示，截至10月22 日(按定增上市日统计)，年内共有37家公募机构参与74家A股上市公司的定增项目，覆盖电子、医药等 18个行业，认购总额达302.92亿元，较去年同期的235.73亿元增长28.50%。按10月22日收盘价计算，目 前公募机构参与定增的浮动盈利金额已达108.45亿元，展现出可 ...

Group 1: Chemical Industry - Silicon Treasure Technology (300019.SZ) - The company reported a significant increase in net profit for Q3, with a year-on-year growth of 44.6%, reaching 229 million yuan, and a total revenue of 2.651 billion yuan, up 24.3% year-on-year [5][10][11] - The completion of the "50,000 tons/year silicon-carbon anode material and special adhesive project" has transitioned to fixed assets, which is expected to contribute to future growth [10][11] - Profit forecasts for 2025-2027 are maintained, with expected net profits of 343 million, 435 million, and 504 million yuan respectively, corresponding to EPS of 0.87, 1.11, and 1.28 yuan per share [5][10] Group 2: Real Estate Industry - Poly Developments (600048.SH) - The company experienced a slight decline in revenue and profit, with a net profit of 1.93 billion yuan for the first three quarters, down 75.31% year-on-year [13][15] - Despite the challenges, the company maintains its leading sales position, with over 50% of land acquisitions in first-tier cities and a focus on optimizing its land reserve structure [13][16] - Revised profit forecasts for 2025-2027 are now 4.26 billion, 5.24 billion, and 6.41 billion yuan, with corresponding EPS of 0.36, 0.44, and 0.54 yuan [13][15] Group 3: Electronics Industry - Tongfu Microelectronics (002156.SZ) - The company achieved record high revenue of 6.946 billion yuan in Q2, a year-on-year increase of 19.8%, and a net profit of 311 million yuan, up 38.6% [7][19] - The company is expanding its diversified business in mobile chips, RF, consumer electronics, automotive electronics, and storage, which is expected to drive future growth [19][20] - Revenue forecasts for 2025-2027 are projected at 28.249 billion, 32.874 billion, and 38.207 billion yuan, with net profits of 1.049 billion, 1.595 billion, and 2.131 billion yuan respectively [19][20] Group 4: Retail Industry - Runben Co., Ltd. (603193.SH) - The company reported a revenue of 1.238 billion yuan for the first three quarters, a year-on-year increase of 19.3%, with a net profit of 266 million yuan, up 2.0% [8][25] - The mosquito repellent business saw significant growth due to increased demand, with Q3 revenue from this segment rising by 48.5% [25][26] - The company maintains a leading position in the mosquito repellent and baby care sectors, with strong operational capabilities and supply chain advantages [25][27]

Core Insights - The A-share market is currently in the peak period of disclosing third-quarter reports, with 360 companies having released their performance data, showing strong operational resilience as over 70% of the companies reported profit growth year-on-year [1] Industry Performance - The electronic and chemical industries are leading in performance growth, with 32 companies in the electronic sector being the most prominent, benefiting from the rapid iteration of artificial intelligence technology and expanding application scenarios [3] - Key players in the electronic sector, such as Cambricon Technologies, reported a net profit of 1.605 billion yuan, marking a successful turnaround, while Haiguang Information saw a 28.56% year-on-year increase in net profit to 1.961 billion yuan [3] - The basic chemical industry also showed strong performance with 30 companies reporting profit growth, driven by product price increases and new capacity production [3] Historical Performance - Among the companies reporting growth, 85 achieved record high net profits for the first three quarters, indicating exceptional growth potential [4] - Notably, seven companies among these have reached a market capitalization of over 100 billion yuan, with China Life leading at 916.027 billion yuan and an estimated net profit growth of 50% to 70% year-on-year [4] Stock Market Reaction - The impressive earnings have led to a corresponding rise in stock prices, with 17 of the 85 companies reaching historical stock price highs in the past month [5] - Overall, the A-share third-quarter reports have started positively, with over 70% of companies delivering optimistic results, particularly in the electronic and chemical sectors, leading to a beneficial resonance between performance and stock prices [5]