Core Points - 雷科防务 experienced a trading limit increase today, with a turnover rate of 21.41% and a transaction amount of 2.026 billion yuan, showing a fluctuation of 11.66% [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 9.04%, with net purchases from the Shenzhen Stock Connect amounting to 65.2189 million yuan [2] - The top five trading departments accounted for a total transaction of 527 million yuan, with a net purchase of 205 million yuan [2] Trading Activity - The leading buying department was the Shenzhen Stock Connect, with a purchase amount of 122.34 million yuan and a selling amount of 57.12 million yuan, resulting in a net purchase of 65.2189 million yuan [2] - The top five buying departments included major players such as Guotai Junan Securities and Kaiyuan Securities, with significant buying amounts [2] - The stock saw a net inflow of 406 million yuan from main funds, with a large single net inflow of 495 million yuan [2] Margin Trading - As of November 27, the margin trading balance for 雷科防务 was 560 million yuan, with a financing balance of 559 million yuan and a securities lending balance of 852,600 yuan [2] - Over the past five days, the financing balance increased by 104 million yuan, representing a growth of 22.96% [2] - The securities lending balance also saw an increase of 102,200 yuan, with a growth rate of 13.62% [2]

Group 1 - The public fund investment strategy shows robust growth in both scale and number, with active equity funds achieving an average return of 29.69% in 2025, outperforming major indices [2][23][27] - The top three sectors for active equity fund holdings are technology, manufacturing, and cyclical industries, indicating a strong focus on growth-oriented sectors [2][28] - The market outlook for 2026 suggests continued structural opportunities in A-shares, with technology growth remaining a key theme, while Hong Kong stocks are seen as undervalued [2][3] Group 2 - The index fund market has reached a historical high in both scale and number, with total assets amounting to 6.14 trillion yuan, reflecting a significant increase of 32.27% from the previous year [2][37][40] - The ETF segment dominates the index fund market, accounting for 76.10% of total assets, with a notable increase in industry-themed ETFs [2][38][40] - The performance of thematic funds, particularly in technology, has been outstanding, with technology-themed funds achieving an average return of 44.06% in 2025 [2][27][28]

两市涨停股一览 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002353 | 杰瑞股份 | 56.43 | 0.35 | 1252.04 | 70652.74 | 机械设备 | | 000547 | 航天发展 | 13.51 | 25.76 | 3822.69 | 51644.61 | 国防军工 | | 002792 | 通宇通讯 | 23.78 | 2.20 | 1760.51 | 41864.88 | 通信 | | 002413 | 雷科防务 | 7.66 | 21.41 | 4993.65 | 38251.35 | 国防军工 | | 002565 | 顺灏股份 | 8.03 | 3.50 | 3368.34 | 27047.81 | 轻工制造 | | 002922 | 伊戈尔 | 29.88 | 8.44 | 662.09 | 19783.32 | 电子 | | 002632 | 道明光学 | 12.44 | 1.85 | 1480.35 | ...

到目前为止，俄乌冲突已经持续了近四年。任何关注这场战争的人都能清楚地看出，这场战争已经进入 了实质上的尾声。因为无论是美国，还是欧盟，面对全面进入战时状态的俄罗斯，已经显露出明显的疲 态。尤其是在维持正常的武器装备供应上，困难重重。在这样的背景下，美国再次提出了一项新的和平 方案，公开要求乌克兰割地，这让欧洲的国防股出现了大幅下跌的趋势，显示出人们对战争胜利的信心 正在急剧下滑。 实际上，在失去外部援助后，乌克兰本身就缺乏足够的工业能力，根本无法继续支撑这场战争。与此同 时，俄罗斯的攻势并没有减缓的迹象。因此，如今的乌克兰，面对的并非二选一的选择，而是几乎没有 选择，只能被迫接受美国提出的方案。 这一消息传出后，欧洲的国防股市立刻大幅下跌，总体跌幅在4%到7%之间，部分股票的跌幅达到了自 今年9月以来的最低点。这表明，欧洲对于割地赔款的方案普遍感到不满，虽然不情愿，但也只能勉强 接受。这背后反映了怎样的现实呢？可以说，在过去几年里，俄乌战争多次停战又重启，已经消耗了乌 克兰几乎所有的战争潜力。而俄罗斯则显得相对游刃有余，尽管面临来自西方国家的严厉制裁，俄罗斯 的经济依然展现出较强的韧性，能够承受如此巨大的金融 ...

Choice统计显示，11月28日，沪深两市可交易A股中，上涨个股有3982只，下跌个股有1060只，平盘个 股有111只。不含当日上市新股，共有82只个股涨停，6只个股跌停。从所属行业来看，涨停个股主要集 中在化工、建筑装饰、电子、国防军工、汽车等行业。 （文章来源：证券时报网） ...

凤凰网财经讯 11月28日，市场早盘探底回升，三大指数集体翻红。截至午间收盘，沪指涨0.21%，深成 指涨0.72%，创业板指张0.71%。沪深两市半日成交额不足1万亿，较上个交易日缩量1123亿。 封板率 72.00% | | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | *● | 最新 | 张幅% | | 涨跌 涨跌家数 | 张速% | 总手 | 现手 金额 | | 上证指数 | | 3883.46 | 0.21 | 8.20 | 1533/685 | 0.02 | 2.66 亿 | 1.85万 3920.23亿 | | 深证成指 | | 12967.66 | 0.72 | 92.47 | 1955/815 | 0.01 | 3.77 Z | 414 5842.64 Z | | 北证50 | | 1387.16 | 0.35 | 4.85 | 107/167 | 0.03 | 342 7 | 1772 74.11 7. | | 创业板指 | | 3052.87 | 0.71 | ...

Market Overview - The Shanghai Composite Index increased by 0.01% as of 10:28 AM, with a trading volume of 47.067 billion shares and a transaction value of 709.461 billion yuan, representing a decrease of 16.05% compared to the previous trading day [1] Industry Performance - The top-performing industries included: - Non-ferrous Metals: increased by 1.22% with a transaction value of 36.214 billion yuan, down by 11.07% from the previous day, led by Alloy Investment which rose by 10.01% [1] - Defense and Military: increased by 0.87% with a transaction value of 29.517 billion yuan, up by 12.58%, led by Yaguang Technology which rose by 11.67% [1] - Steel: increased by 0.81% with a transaction value of 5.072 billion yuan, up by 22.58%, led by Changbao Co. which rose by 10.07% [1] - The worst-performing industries included: - Beauty and Personal Care: decreased by 0.75% with a transaction value of 1.627 billion yuan, down by 22.08%, led by Fulejia which fell by 3.37% [2] - Real Estate: decreased by 0.65% with a transaction value of 11.045 billion yuan, down by 21.80%, led by ST Zhongdi which fell by 4.98% [2] - Banking: decreased by 0.61% with a transaction value of 8.587 billion yuan, down by 24.17%, led by Postal Savings Bank which fell by 1.55% [2] Summary of Key Stocks - Notable gainers included: - Alloy Investment: +10.01% [1] - Yaguang Technology: +11.67% [1] - Changbao Co.: +10.07% [1] - Notable decliners included: - Fulejia: -3.37% [2] - ST Zhongdi: -4.98% [2] - Postal Savings Bank: -1.55% [2]

Group 1: High-end Manufacturing and Security - The defense industry is entering a new cycle driven by both domestic demand and external potential, focusing on information technology, intelligent equipment, and emerging fields like military trade and deep space economy [2] - The machinery sector is expected to undergo a value reassessment and technological empowerment, with a focus on robotics and autonomous driving, alongside a push for core technology breakthroughs [2] - The electric power and new energy sectors are witnessing a new growth cycle, with lithium battery storage demand surging and the photovoltaic market stabilizing [2] - The home appliance industry is focusing on policy subsidies, technological transformation, and overseas expansion, particularly in Southeast Asia and Latin America [2] - The automotive sector is experiencing rapid technological advancements in smart driving and hybrid technologies, with a focus on export opportunities and collaboration with tech companies [2] Group 2: Real Estate and Banking - The real estate market is stabilizing, with key cities expected to see price stabilization driven by household balance sheet recovery and supportive policies [3] - The banking sector is entering a new profit cycle, with stable interest margins supporting long-term profitability, and a focus on undervalued shares and quality city commercial banks [4] Group 3: Securities and Insurance - The securities industry is benefiting from wealth management trends, with a focus on stable earnings and international expansion as a long-term narrative [5] - The insurance sector is characterized by high elasticity, with investment-driven profit growth and a focus on regulatory compliance and risk management [6] Group 4: Construction and Chemicals - The construction industry is expected to stabilize with government debt management and new infrastructure projects, focusing on regional coordination and green development [10] - The chemical sector is entering a recovery phase, with a focus on high-quality enterprises and strategic investments in various chains [10][12] Group 5: Utilities and Environmental Protection - The utilities sector is seeing steady growth in electricity demand, with a focus on high-dividend investments in water and coal power [13] - The environmental protection sector is benefiting from policy adjustments and technological advancements, with a focus on improving profitability in water and waste management [16] Group 6: Capital Markets and Financial Innovation - The capital market is exploring new paths for empowering inclusive finance, focusing on small and micro-enterprise support and rural revitalization [21] - The green certificate market is expected to grow significantly, driven by policy support and increasing demand for renewable energy [22] Group 7: E-commerce and Retail - The retail sector is experiencing structural changes driven by AI, with a focus on rational competition and the globalization of Chinese brands [23] Group 8: Bonds and Financial Engineering - The convertible bond market is expected to see continued growth, driven by demand for fixed income and equity market expectations [25] - The quantitative investment sector is gaining traction, with a focus on unique strategies and the development of fixed income products [27]

Group 1 - The Hang Seng Index (HSI) is currently at 26,011.06, with a slight increase of 65.13 points or 0.25% [1] - The Hang Seng Technology Index (HSTECH) is at 5,622.36, rising by 24.31 points or 0.43% [1] - Semiconductor, electrical equipment, non-ferrous metals, and defense sectors are leading in gains, while home appliances and chemicals sectors are declining [1] Group 2 - Semiconductor stocks such as SMIC are up nearly 2%, while Bilibili and Hua Hong Semiconductor have increased by nearly 1% [1] - New stock Haiwei shares opened down over 5% [3]

Core Viewpoint - The overall market sentiment has improved significantly, but there remains a notable divergence in various sentiment indicators, indicating a complex market environment [3]. Group 1: Market Risk Assessment - The risk score for the stock market, as per the Zhongtai Asset Management risk system, is 52.77, an increase from 45.79 last month, driven by marginal improvements in market sentiment [2]. - The valuation of the CSI 300 index has slightly decreased to 60.68 from 64.74, remaining in a relatively high range over the past six months, with significant valuation disparities across different sectors [2]. - The market expectation score has decreased to 52.00 from 55.00, reflecting weaker macroeconomic data, particularly in fixed asset investment growth [2]. Group 2: Sector Performance - Among the 28 Shenwan first-level industries, sectors such as steel, electronics, real estate, and defense continue to have valuations above the historical 60th percentile, while agriculture and non-bank financials remain below the 10th percentile [2]. - The consumer market showed a slight rebound in October, with retail sales growing by 4.28%, although this was a decrease of 0.22% from the previous month [8]. Group 3: Economic Indicators - Fixed asset investment growth has declined to -1.7%, with significant weakness in real estate and building materials, while industrial value-added growth remains stable at 4.9% year-on-year [7][8]. - The overall liquidity in the market is under pressure, with social financing and M2 growth rates declining, indicating a need for close monitoring of these trends [10][11].