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金融工程日报:A股窄幅整理,可控核聚变、新消费题材持续活跃-20250528
Guoxin Securities· 2025-05-28 14:18
- The report does not contain any quantitative models or factors.
秒涨停,A股这两大板块突然爆发
Zheng Quan Shi Bao· 2025-05-28 08:41
今日,A股继续微幅震荡,北证50指数再次冲击1400点无果,上证指数全天红绿转换超10次,深证成指、创业板指则 连续5日收阴。下跌个股远多于上涨个股,市场成交超1万亿元。 | 名称 | ● ★ | 取新 | 涨幅% | 金额 | | --- | --- | --- | --- | --- | | 上证指数 | 12 | 3339.93 | -0.02 | 3893.41 亿 | | 深证成指 | | @ 10003.26 | -0.26 | 6206.09亿 | | 创业板指 | e | 1985.38 | -0.31 | 2722.07亿 | | 上证50 | 4 | 2683.06 | -0.08 | 448.30亿 | | 沪深300 | 12 | 3836.24 | -0.08 | 1624.96亿 | | 科创50 | 10 | 970.64 | -0.23 | 146.36亿 | | 北证50 | 12 | 1378.23 | -1.39 | 241.22亿 | | 中证1000 | C | 5984.46 | -0.40 | 1917.33亿 | 盘面上,食品饮料、海洋经济、环保概念、可控核聚变 ...
新消费股,逆势大涨
第一财经· 2025-05-28 07:44
Core Viewpoint - The stock market experienced a collective decline on May 28, with the Shanghai Composite Index closing at 3339.93 points, down 0.02%, and the Shenzhen Component Index at 10003.27 points, down 0.26% [1] Market Performance - The market showed a mixed performance with over 3400 stocks declining, while new consumption stocks surged, particularly in the beverage and IP economy sectors, with several stocks hitting the daily limit [3] - Dairy stocks saw a significant afternoon rally, with companies like Huanlejia and New Dairy both hitting the daily limit [4] - Medical waste treatment stocks remained strong throughout the day, with Yuhua Tian and Boschke both hitting the daily limit [5] - The combustible ice sector performed well, with ShenKai shares hitting the daily limit and others like QianNeng HengXin rising over 8% [6] - The internet e-commerce sector led the decline, with stocks like Jihong and Qingmu Technology dropping over 5% [7] Capital Flow - Main capital saw a net inflow into sectors such as machinery, power equipment, and communications, while there was a net outflow from banking, media, and public utilities [9] - Specific stocks that attracted net inflows included XueRen shares, with an inflow of 506 million, and GongXiao DaJi with 337 million [9] - Conversely, stocks like BYD and China Great Wall faced significant sell-offs, with outflows of 833 million and 751 million respectively [10] Institutional Perspectives - Dongfang Securities noted that liquidity disturbances are expected to continue, with long-term bond yields likely to remain high, indicating a tight overall market liquidity [12] - The firm highlighted that structural market conditions are leading to rotations between new consumption and new manufacturing sectors, with better short-term elasticity in sectors like consumption and pharmaceuticals [12] - Galaxy Securities advised caution in chasing high valuations in the rapidly rotating new consumption sector [13] - Guotai Haitong expressed a mid-term positive outlook on beverage manufacturing but recommended not to chase high prices in the short term [14]
收盘|上证指数跌0.02%,可燃冰板块走强
Di Yi Cai Jing· 2025-05-28 07:24
医废处理、可燃冰、乳业、可控核聚变、服装家纺板块走强,互联网电商、医疗服务板块领跌。 5月28日,三大股指集体收跌,上证指数报收3339.93点,跌0.02%;深成指报收10003.27点,跌0.26%; 创业板指报收1985.38点,跌0.31%。 东方证券:月末流动性扰动延续,债市融资高峰下,长债端收益率或维持高位,市场资金整体偏紧。结 构性行情下,新消费、新制造相继轮动。持续性上,业绩印证度较好的细分行业,短期弹性可能相对更 好,例如消费、医药等领域业绩印证相对可控。而科技条线,则更依赖后续行业突破带来的发力机会, 关注机器人、智能驾驶、互联网平台等领域的左侧机会。 盘面上,医废处理、可燃冰、乳业、可控核聚变、服装家纺板块走强,互联网电商、医疗服务板块领 跌。 具体到个股来看,雪人股份、供销大集、国芳集团获净流入5.06亿元、3.37亿元、3.36亿元。 净流出方面,比亚迪、中国长城、赛力斯遭抛售8.33亿元、7.51亿元、6.21亿元。 【机构观点】 | 板块名称 | 涨幅量 | 主力净量 | 主力金额 | 板块名称 | 涨幅合 | 主力净量 | 主力金额 | | --- | --- | --- | ...