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两市全天以震荡为主
Caida Securities· 2025-08-22 03:12
Market Overview - The market showed a fluctuating trend on August 21, with the Shanghai Composite Index rising by 0.13% and the Shenzhen Component Index falling by 0.06%[2] - Since early April, both markets have exhibited a moderate upward trend with increased trading volume, breaking new highs since the end of last year[1] Sector Performance - The digital economy sector, including network security, cross-border payments, and consumer electronics, performed well, while AI hardware and pharmaceuticals saw declines[1] - Energy, infrastructure, and traditional furniture sectors have lagged behind in year-to-date performance but showed strong gains in the last five days, indicating potential for catch-up growth[1] Fund Flow - On August 21, the Shanghai Stock Exchange experienced a net outflow of 4.453 billion yuan, while the Shenzhen Stock Exchange saw a net inflow of 3.947 billion yuan[4] Economic Indicators - China's total import and export value for the first seven months of the year reached 25.7 trillion yuan, a year-on-year increase of 3.5%, with exports growing by 7.3%[8] - In July, China's total electricity consumption surpassed 1 trillion kilowatt-hours for the first time, marking an 8.6% year-on-year increase[9] Investment Insights - A significant portion of private equity funds is focusing on technology growth sectors, with 42% of holdings in electronics, computers, and pharmaceuticals[14] - QDII funds have shown remarkable performance, with the highest returns exceeding 150% this year, making them the top-performing active equity funds in the market[15]
英大证券晨会纪要-20250822
British Securities· 2025-08-22 01:10
英大证券研究所证券研究报告 2025 年 8 月 22 日 市场内部分歧加大,指数上行略显疲态,操作上采取不同策略 金 点 策 略 晨 报 分析师:惠祥凤 执业证书编号:S0990513100001 电话:0755-83007028 邮箱:huixf@ydzq.sgcc.com.cn 观点: 总量视角 【A 股大势研判】 周四沪深三大指数集体高开,沪指盘中再次刷新十年新高,深证成指和创业 板指也表现出一定的强势。然而,盘面分化明显,尾盘一度小跳水。盘面上看, 数字货币概念股强势领涨,银行及电力等防御性板块补涨,但前期涨幅较大的算 力硬件股调整,液冷概念跌幅居前,此外,部分高位人气股也开始出现大幅下跌。 虽然周四指数表现较为强势,但高位股的杀跌以及部分板块的调整,显示出 市场内部的分歧在加大。不过,目前市场并未释放短期的悲观出逃信号,成交量 依然维持在 2.4 万亿的相对较高的水平。券商板块作为市场的风向标,其一举一 动对指数影响较大。如果后市券商股能够再次发力,有望带动指数进一步上行。 短期看,市场在经历前期的快速上涨后,上行略显疲惫,有整固迹象。整体 上,还是留意指数的波动加大可能,紧盯两大核心要素:一是券 ...
A股收评:指数分化,沪指涨0.13%续创10年新高,创指跌0.47%北证50跌1.6%,跨境支付、数字货币板块走高!近3100下跌,成交2.46万亿放量119亿
Ge Long Hui· 2025-08-21 07:23
格隆汇8月21日|A股三大指数今日涨跌不一,沪指续创10年新高;截至收盘,沪指涨0.13%报3771点, 深证成指跌0.06%,创业板指跌0.47%。全天成交额2.46万亿元,较前一交易日增量119亿元,全市场近 3100下跌。 | +1.89% | +1.67% | +1.40% | | --- | --- | --- | | Carrent Andrew An Children A. | | CALL A LEAD BELLE Martin | | 石油天然气 | 化肥农药 | 石油化工 | | +1.30% | +1.21% | +1.16% | | and a parting and should and and | And Sun on any on | and a parter language of the | 盘面上,跨境支付板块爆发,三未信安、天融信等多股涨停;可燃冰板块走全天强势,神开股份 (002278)涨停;数字货币板块走高,北信源(300352)20%涨停;石油化工、钛白粉、电力及数据安全等 板块涨幅居前。另外,发电机概念下挫,潍柴重机(000880)跌停;液冷概念大跌,川润股份(0 ...
A股收评:三大指数涨跌不一,沪指续创10年新高,跨境支付、数字货币板块走高
Ge Long Hui· 2025-08-21 07:11
A股三大指数今日涨跌不一,沪指续创10年新高;截至收盘,沪指涨0.13%报3771点,深证成指跌0.06%,创业板指跌0.47%。全天成交额2.46万亿元,较前 一交易日增量119亿元,全市场近3100下跌。 盘面上,跨境支付板块爆发,三未信安、天融信等多股涨停;可燃冰板块走全天强势,神开股份涨停;数字货币板块走高,北信源20%涨停;石油化工、钛 白粉、电力及数据安全等板块涨幅居前。另外,发电机概念下挫,潍柴重机跌停;液冷概念大跌,川润股份、飞龙股份及金田股份等多股跌停;刀片电池、 麒麟电池板块走低,华光新材跌逾10%;PEEK材料、PCB及CPO概念等跌幅居前。(格隆汇) | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 3771.10 | 11919.76 | 1589.4 | | +4.89 +0.13% -6.98 -0.06% -25.77 -1 | | | | 科创50 | 创业板指 | 万得全/ | | 1149.15 | 2595.47 | 5962.9 | | +1.00 +0.09% -12.19 -0.47% -7.71 -0 | | | | 沪深 ...
收评:沪指窄幅震荡收涨0.13% 跨境支付板块全线走强
Xin Lang Cai Jing· 2025-08-21 07:03
A股三大指数涨跌不一,截至收盘,沪指涨0.13%,深成指跌0.06%,创业板指跌0.47%,北证50指数跌 1.60%,沪深京三市全天成交额24603亿元,较上日放量119亿元。全市场超2100只个股上涨。板块题材 上,跨境支付、油气开采及服务、可燃冰板块走高,PCB概念、液冷服务器板块调整。盘面上,跨境支 付板块走强,三未信安、新晨科技20CM涨停封板,中油资本、天融信等涨停封板。油气开采及服务板 块走高,淮油股份涨停封板。可燃冰板块走强,神开股份涨停。PCB概念走弱,崇达技术跌停。液冷服 务器板块走弱,川润股份、飞龙股份、腾龙股份、金田股份跌停。 ...
沪指续创十年新高,A500ETF易方达(159361)、沪深300ETF易方达(510310)等助力布局核心资产
Sou Hu Cai Jing· 2025-08-21 05:38
A股三大指数早盘收涨,沪指涨0.35%再创十年新高,板块题材上,跨境支付、油气开采及服务、可燃冰板块走高,PCB概念、液冷服务器板块调整;港股 分化,能源、医药板块领涨。截至午间收盘,中证A.500指数上涨0.6%,沪深300指数上涨0.7%,创业板指数上涨0.2%,上证科创板50成份指数上涨1.0%, 恒生中国企业指数下跌0.3%。 跟踪创业板指数 该指数由创业板中市值大、 流动性好的100只股票组成, 战略新兴产业占比较高,电 力设备、医药生物、电子行 业合计占比超55% | 截至午间收盘 | 该指数 | 该指数涨跌 | 滚动市盈率 | | --- | --- | --- | --- | | 37.5倍 | 0. 2% | | | 0. 2% 科创板大盘宽基:科创板50ETF 跟踪上证科创板50成份指数 核心大盘宽基指数基本情况跟踪 (2025年8月21日) A股大盘宽基:沪深300ETF易方达/A500ETF易方达 (1) 510310 跟踪沪深300指数/中证A500指数 | 沪深300指数由沪深市场中规 | 截至午间收盘 | 该指数 | 该指数 | | --- | --- | --- | --- | ...
A股午评:三大指数集体上涨,沪指涨0.35%续刷近十年新高,北证50指数跌0.96%,数字货币、油气板块领涨!超2500股上涨,成交1.59万亿放量562亿
Ge Long Hui· 2025-08-21 04:25
盘面上,可燃冰板块涨幅居前,新锦动力涨近9%,神开股份涨超7%,我国科研团队在"可燃冰"大规模 利用领域实现重要突破;油气开采及服务板块持续走高,准油股份涨停,科力股份涨超6%,中国据报 调整石油化工行业,解决产能过剩;数字货币概念股活跃,中油资本、天融信、京北方涨停;电力股走 强,世茂能源涨停,上海电力涨超6%;银行股普涨,邮储银行、农业银行再创历史新高。 格隆汇8月21日|A股三大指数集体上涨,截至午盘,沪指涨0.35%报3779.52点,盘中再度刷新近十年 新高;深成指涨0.45%,创业板指涨0.21%,北证50指数跌0.96%。沪深京三市半日成交额15912亿元, 较上日放量562亿元,全市场超2500只个股上涨。 另外,多数液冷服务器概念股回调,飞龙股份、金田股份跌停;PEEK概念股持续走低,中研股份、华 密新材跌超6%。(格隆汇) (责任编辑:宋政 HN002) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.h ...
A股午评:沪指涨0.35%,续刷近十年新高!数字货币、油气板块领涨
Ge Long Hui· 2025-08-21 03:41
Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index up 0.35% to 3779.52 points, reaching a nearly ten-year high [1] - The Shenzhen Component Index increased by 0.45%, briefly surpassing 12000 points, marking a new high since February 2023 [1] - The ChiNext Index rose by 0.21%, while the North China 50 Index fell by 0.96% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 159.12 billion yuan, an increase of 56.2 billion yuan from the previous day, with over 2500 stocks rising [1] Sector Performance - The combustible ice sector led the gains, with Xinjin Power rising nearly 9% and Shenkai Co. increasing over 7%, following significant breakthroughs in large-scale utilization by Chinese research teams [1] - The oil and gas extraction and service sectors continued to rise, with Zhun Oil Co. hitting the daily limit and Keli Co. increasing over 6%, as reports indicated adjustments in the petrochemical industry to address overcapacity [1] - Digital currency concept stocks were active, with Zhongyou Capital, Tianrongxin, and Jingbeifang all hitting the daily limit [1] - Power stocks performed strongly, with Shimao Energy hitting the daily limit and Shanghai Electric rising over 6% [1] - Bank stocks saw widespread gains, with Postal Savings Bank and Agricultural Bank reaching historical highs [1] Declining Sectors - Most liquid cooling server concept stocks experienced a pullback, with Feilong Co. and Jintian Co. hitting the daily limit down [1] - PEEK concept stocks continued to decline, with Zhongyan Co. and Huami New Materials falling over 6% [1]
5月28日A股收评|震荡市里的冰火两重天:三大主线浮出水面,散户该盯紧哪些机会?
Sou Hu Cai Jing· 2025-05-28 09:10
Market Overview - The overall market experienced a slight decline with the Shanghai Composite Index down 0.02%, the Shenzhen Component down 0.26%, and the ChiNext Index down 0.31%, indicating cautious market sentiment with over 3,400 stocks in the red [3][4] Key Investment Themes Environmental Protection and Energy - The solid waste treatment and combustible ice sectors saw strong gains, with stocks like Yuhua Tian and Boschke hitting the daily limit of 20%. This surge is driven by enhanced environmental policies and new regulations on industrial solid waste management [4] - Companies in this sector are expected to have a policy moat and performance outlook, suggesting that investors should consider gradual accumulation during pullbacks, especially in leading firms with technological barriers [4] Consumer Recovery - The food and beverage sector showed activity, with stocks like Huanlejia reaching a 20% limit up, driven by the upcoming summer consumption peak and anticipated price increases in some consumer goods [4] - However, the pharmaceutical sector faced collective adjustments, with companies like Ruizhi Pharmaceutical and Xue Rong Biological leading the decline due to rising expectations for centralized procurement and some companies' performance falling short of expectations [4] Technology Sector - The controlled nuclear fusion concept gained traction, with stocks like Libote and Rongfa Nuclear Power hitting the daily limit. This area is part of the new energy sector, with strong expectations for technological breakthroughs and a willingness from investors to pay premiums [5] - Conversely, the cross-border e-commerce and chemical sectors experienced pullbacks, particularly in the epoxy propane segment, primarily due to fluctuations in raw material prices [5] Market Sentiment and Strategy - Investors are advised to focus on structural opportunities concentrated in policy-driven and performance-reliable sectors, rather than being swayed by daily market fluctuations [6] - There was a slight inflow of northbound capital, but significant divergence among domestic investors suggests the need to monitor future volume expansion [6] - Maintaining a controlled position is recommended while waiting for market shifts, with strong support around the 3,300-point level for the Shanghai Composite Index [7]
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]