格隆汇12月15日｜A股三大指数集体下跌，截至午间收盘，沪指跌0.11%报3884.93点，深证成指跌 0.71%，创业板指跌1.29%，北证50跌0.36%。全市场成交额11985亿元，较上日成交额缩量577亿元，超 2600股上涨。盘面上，生育政策迎利好，乳业板块全线上涨；控量消息刺激飞天茅台(600519)价格跳 涨，白酒股反弹；保险、零售、钢铁板块逆势上涨。影视院线、AI手机、CPO概念等板块跌幅居前。 | 上证指数 | | | 深证成指 | | | 创业板指 | | | --- | --- | --- | --- | --- | --- | --- | --- | | -3884.93 | | | -13164.03 | | | -3153.07 | | | -4.41 -0.11% | | | -94.3 -0.71% | | | -41.29 -1.29% | | | 市场概况 69.70%用户看涨 > | | | | | | | | | | | | 1985 | 1961 | | | | | | 422 | | | 466 | | | | | 56 75 | 141 45 | | 198 | ...

来看详情—— 大消费回暖 乳业概念股活跃 12月15日，A股大消费板块整体回暖。食品饮料板块走高，白酒、乳业等方面强势。欢乐家20cm涨停，皇台酒业、皇氏集团、阳光乳业、均瑶健康等涨 停，安记食品等多股走高。 | | 序号 代码 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 1 | 300997 | 27.74 | 4.62 | 19.98% | | വ | 002329 皇氏集团 | 4.16 | 0.38 | 10.05% | | ന | 605388 均瑶健康 | 7.89 | | 0.72 10.04% | | ব | 000995 | 13.50 | 1.23 | 10.02% | | ഗ | 001318 阳光乳业 | 16.21 | 1.47 | 9.97% | | ଚ | 603696 安记食品 | 21.50 | 1.43 | 7.13% | | / | 600429 三元股份 | 5.68 | 0.27 | 4.99% | | 8 | 300106 西部牧业 | 10.93 | 0.55 | 5.30% | | ത | 3 ...

Core Viewpoint - The A-share market is experiencing a recovery in the consumer sector, particularly in dairy and liquor stocks, while the CPO sector is weakening, highlighted by a significant drop in Yipin Hong's stock price [1][5][9]. Group 1: Consumer Sector Recovery - On December 15, the A-share consumer sector showed overall recovery, with strong performances in the food and beverage sector, particularly in dairy and liquor stocks [5][6]. - Notable stocks include: - Huanlejia, which reached a 20% increase, closing at 27.74 CNY, up 19.98% [6]. - Huangtai Liquor, Huangshi Group, and Yangguang Dairy also hit their daily limits [5][6]. - The retail sector also saw gains, with Baida Group achieving three consecutive trading limits and Dongbai Group hitting the daily limit [7]. Group 2: Policy Support for Consumption - Recent joint policy measures from the Ministry of Commerce, the People's Bank of China, and financial regulatory authorities aim to boost consumption in key areas, including the promotion of trade-in services and encouraging businesses to issue consumer vouchers [7][8]. Group 3: Weakness in CPO Sector - The CPO sector has been underperforming, with Changfei Fiber hitting its daily limit down [9][10]. - Other companies in the sector, such as Shijia Photon and Changxin Bochuang, also experienced significant declines [13][14]. Group 4: Yipin Hong's Stock Performance - Yipin Hong's stock opened significantly lower on December 15, quickly hitting a 20% limit down, closing at 37.32 CNY, with a total market value dropping to 16.9 billion CNY [18][21]. - The decline followed the announcement of the acquisition of its subsidiary, Arthrosi, by Sobi USA for a total of 950 million USD (approximately 6.713 billion CNY) [19][20].

英大证券研究所证券研究报告 每 周 投 资 早 参 2025 年 12 月 15 日 美联储靴子落地及重要会议后，A 股修复行情有望延续，踏准板块轮动 节奏更重要 观点： 总量视角 【A 股大势研判】 2025 年 12 月 11 日，美联储联邦公开市场委员会(FOMC)发布了最新的利率决 议，宣布降息 25 个基点，将联邦基金利率目标区间降至 3.50%-3.75%，符合市场 "鹰派降息"预期。这也是美联储连续第三次会议宣布降息，全年的累计降息幅度 就此达到 75 个基点（数据来源：财联社）。我们认为，尽管降息 25 个基点，但 被视为未来利率路径"风向标"的点阵图却显示，美联储官员对明年降息的预测依 然保守，且维持 2026 年仅有一次降息的预期，这大大削弱了市场对即将开启长 期宽松周期的乐观想象。 中央经济工作会议 12 月 10 日至 11 日在北京举行。会议总结 2025 年经济工 作，分析当前经济形势，部署 2026 年经济工作。明年经济工作任务目标提到"推 动经济实现质的有效提升和量的合理增长，实现"十五五"良好开局"。尽管当前国 内物价仍存在一定下行压力，考虑到"十五五"开局保持较高经济增速的 ...

格隆汇12月15日｜A股开盘，三大指数集体低开，沪指跌0.62%报3865.4点，深证成指跌0.81%，创业板 指跌1.16%。盘面上，茅台(600519)批价回升，带动白酒板块高开；CPO、半导体、工业金属板块低 开。 ...

A股开盘，三大指数集体低开，沪指跌0.62%报3865.4点，深证成指跌0.81%，创业板指跌1.16%。盘面 上，茅台批价回升，带动白酒板块高开；CPO、半导体、工业金属板块低开。 ...

Core Viewpoint - The stock market showed mixed performance with the Shanghai Composite Index slightly down by 0.04%, while the Shenzhen Component Index and the ChiNext Index increased by 0.57% and 0.6% respectively [1] Group 1: Market Performance - The Shanghai Composite Index decreased by 0.04% [1] - The Shenzhen Component Index increased by 0.57% [1] - The ChiNext Index rose by 0.6% [1] Group 2: Sector Performance - Commercial aerospace concept stocks were notably active [1] - Sectors such as nuclear fusion, CPO, ultra-high voltage, superconductors, charging piles, and photolithography machines saw significant gains [1] - Lithium battery electrolyte, cross-strait integration, and banking sectors experienced weakness [1]

截至发稿，沪指报3858.85点，跌0.37%，深成指报13137.20点，跌0.08%，创指报3154.09点，跌0.30%。 盘面上，贵金属、电网设备、可控核聚变板块涨幅居前；零售、免税店、元件板块跌幅居前。 来源：股市直击 12月12日消息，指数早盘走弱，三大股指悉数翻绿。板块方面，白酒板块直线走强，酒鬼酒涨超5%； 贵金属板块持续拉升，晓程科技盘中涨超10%；商业航天概念延续涨势，华菱线缆、中超控股2连板， 东方通信、长城电工涨停；储能板块反复走强，中能电气、富信科技等多股涨超10%；下跌方面，零售 板块持续走弱，茂业商业、东百集团逼近跌停；CPO板块冲高回落，超声电子跌停；创新药板块震荡走 低，悦康药业跌超10%；半导体板块下挫，摩尔线程跌超10%。总体来看，两市个股涨多跌少，上涨个 股超3200只。 ...

#摩尔线程走弱#【A股开盘｜沪指跌0.1% 有色金属普涨】三大股指开盘涨跌不一，沪指跌0.1%，深成 指涨0.21%，创业板指涨0.29%。摩尔线程、电商、GPU、CPO、6G概念股走弱；有色金属行业普涨， 锂矿、黄金涨幅居前。（第一财经） ...

Market Performance - The A-share market showed mixed performance with the Shanghai Composite Index down by 0.1% at 3869.41 points, while the Shenzhen Component Index rose by 0.21% to 13174.45 points, and the ChiNext Index increased by 0.29% to 3172.73 points [1] Sector Performance - The sectors that weakened included Moer Thread, e-commerce, GPU, CPO, 6G, and cross-strait integration concept stocks. In contrast, the non-ferrous metals industry saw a general increase, with lithium and gold leading the gains [1] Stock Movement - According to Wind statistics, there were 2156 stocks that rose, 2378 stocks that fell, and 919 stocks that remained flat across the two markets and the Beijing Stock Exchange [2] Monetary Policy - The central bank conducted a 120.5 billion yuan 7-day reverse repurchase operation with an interest rate of 1.4%. On the same day, 139.8 billion yuan in reverse repos matured, resulting in a net withdrawal of 19.3 billion yuan [2] Margin Trading - The margin trading balance in the two markets decreased by 6.394 billion yuan, totaling 248.2437 billion yuan [2] Currency Exchange - The central parity rate of the RMB against the USD was reported at 7.0638, an increase of 48 basis points [3]