11月6日，A股高开高走，上证指数盘中再度突破4000点，Wind数据显示，这是上证近期第四次看到4000点。 | 概念板块 14 涨幅榜 | 资金净流入 | 5日涨幅榜 | | --- | --- | --- | | 磷化工 | 电气装备系 | 航发系 | | +6.01% | +4.08% | +3.95% | | 央企电力设备 | QFII重仓(最新) | 铝空气电池 | | +3.79% | +3.65% | +3.46% | 中原证券认为，市场将进入一个空窗期，缺乏明确的方向性催化剂。预计11月A股大概率将呈现横盘震荡格局，为年底可能出现的指数级别行情进行蓄 势。A股市场风格预计将出现再平衡趋势，成长与价值风格、大盘与小盘风格之间的轮动值得关注。 北京时间11月6日早间，国际指数编制公司MSCI公布了11月指数审核变更结果。在本次调整中，MSCI中国A股指数新纳入17只标的，剔除16只。本次调 整结果将于2025年11月24日收盘后生效。 Wind金融终端输入命令 提供全球金融市场行情、实时快讯、深度资料 研究报告、组合管理等服务 为您移动投资决策保驾护航 是金融圈必备投资利器 点" 阅读原文 "， ...

Investment Rating - The report does not explicitly state an investment rating for the industry [4]. Core Insights - The UK government is increasing investment in controllable nuclear fusion, with an expected investment of £2.5 billion over five years, which is anticipated to drive the development of the nuclear fusion sector [7]. - The domestic demand for excavators has shown signs of recovery, with a 25.7% year-on-year increase in sales for the first five months of 2025 [19]. - The gas turbine industry is experiencing an upward trend in demand, with significant order increases from leading companies like Siemens Energy and GE Aviation [27]. - The railway equipment sector is expected to see sustained demand recovery, with a 5.9% year-on-year increase in fixed asset investment [46]. - The shipbuilding industry is witnessing improved profitability, as indicated by a 49.28% increase in the global new ship price index compared to the 2020 cycle low [48]. Summary by Sections Market Review - The SW Machinery Equipment Index fell by 1.17% in the week from June 9 to June 13, 2025, ranking 21st among 31 primary industry categories [15]. - Year-to-date, the SW Machinery Equipment Index has risen by 6.04%, ranking 8th among the same categories, while the CSI 300 Index has decreased by 1.80% [18]. Key Data Tracking General Machinery - The manufacturing PMI for May was 49.5, indicating a slight improvement but still in a contraction zone [28]. Engineering Machinery - Excavator sales in May reached 18,200 units, a 2.1% year-on-year increase, with domestic sales showing a short-term decline due to high base effects from the previous year [35]. Railway Equipment - Fixed asset investment in railways and passenger volume both increased by 5.9% and 7.3% year-on-year, respectively, indicating a positive outlook for railway equipment demand [46]. Shipbuilding - The global new ship price index reached 186.69 in May, reflecting a 0.14% year-on-year increase, suggesting improved profitability for shipbuilding companies [48]. Oil Service Equipment - Brent crude oil prices surged to around $74 per barrel, influenced by OPEC's production decisions and geopolitical factors in the Middle East [50]. Industrial Gases - Prices for industrial gases are showing mixed trends, with rare gases experiencing a downward adjustment [52]. Industry Dynamics - The report highlights significant contracts and investments in various sectors, including a 4.5 billion yuan contract for a green hydrogen system by Shuangliang Energy [54]. - The report also notes advancements in robotics, including the introduction of a domestic elderly care robot and significant funding for AI-driven robotics companies [57].