证券之星消息，11月24日铁路公路板块较上一交易日下跌0.3%，海汽集团领跌。当日上证指数报收于 3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。铁路公路板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603069 | 海汽集团 | 24.58 | -3.34% | 12.83万 | 3.17亿 | | 600020 | 中原高速 | 4.40 | -1.35% | 17.21万 | 7617.09万 | | 600368 | 五洲交通 | 3.93 | -1.26% | 28.27万 | 1.11亿 | | 601107 | 四川成渝 | 5.88 | -1.01% | 15.08万 | 8895.84万 | | 601188 | 龙江交通 | 3.49 | -0.85% | 22.01万 | 7712.65万 | | 000828 | 东莞控股 | 11.08 | -0.81% | 5.97万 | 6647.57万 | | 601816 ...

老铁们，上周A股这波调整，是不是看得心里发毛？沪指单周跌近4%，创业板指更是重挫6%，超过4900只个股下跌，这场面确实吓人。但帮主要说，每次 市场深蹲，都是为了跳得更高——眼下恰恰是中长线投资者捡便宜货的良机！ 对咱们中长线投资者的策略： 1. 盯紧"错杀"的真资产：这轮调整中，有些优质成长股被无辜牵连。重点关注国产算力、创新药这些硬核赛道，还有那些在"反内卷"政策下迎来供需改善的 纺织制造、商用车领域； 2. 布局"出海先锋"：中信证券和中金公司都判断，2026年将是中企出海大年。那些能把中国制造优势转化为全球定价权的企业，最可能穿越周期； 3. 握紧"防御盾牌"：高股息资产依然是震荡市的压舱石。周期型红利（煤炭、化工）和潜力型红利（铁路公路、环保）都值得关注。 帮主20年经验总结：行情总在绝望中诞生，在犹豫中延伸。当前市场看似风雨飘摇，实则暗流涌动——国内外券商齐声看好2026年A股"低波动慢牛"，高盛 更预计到2027年中国股市还有30%上行空间。咱们要做的不是跟着恐慌，而是保持冷静，在优质资产打折时大胆出手！ 我是帮主郑重，专注中长线的财经老炮。投资路上，不追风，等风来 先说这波调整的真相： 表面看 ...

Market Overview - The railway and highway sector experienced a decline of 1.21% on November 21, with Jiangxi Changyun leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Jiangxi Changyun saw a significant drop of 7.33%, closing at 6.70, with a trading volume of 89,100 shares and a transaction value of 61.79 million [2] - Other notable declines included Wuzhou Transportation down 7.01% to 3.98, and Fulian Yuanshan down 5.68% to 9.46 [2] - The highest trading volume was recorded for Jinghu High-speed Railway, with 1.5171 million shares traded, closing at 5.11, down 0.58% [1] Capital Flow Analysis - The railway and highway sector saw a net outflow of 404 million from institutional investors, while retail investors contributed a net inflow of 371 million [2][3] - The main stocks with significant capital inflows included Jinghu High-speed Railway with a net inflow of 21.17 million from institutional investors [3] - Conversely, stocks like Ningshu High-speed experienced a net outflow of 834,400 from institutional investors [3]

证券之星消息，11月20日铁路公路板块较上一交易日上涨0.34%，山东高速领涨。当日上证指数报收于 3931.05，下跌0.4%。深证成指报收于12980.82，下跌0.76%。铁路公路板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600350 | 山东高速 | 9.53 | 1.06% | 6.75万 | | 6419.30万 | | 600548 | 深高速 | 10.10 | 0.80% | 3.21万 | | 3232.50万 | | 600611 | 大众交通 | 5.63 | 0.72% | 21.46万 | | 1.20亿 | | 001965 | 招商公路 | 66'6 | 0.71% | 12.78万 | | 1.27亿 | | 000828 | 东莞控股 | 11.44 | 0.70% | 4.18万 | | 4792.10万 | | 603069 | 海汽集团 | 26.36 | 0.69% | 12.46万 | | 3.28亿 | ...

Core Insights - The railway and highway sector experienced a decline of 0.86% on November 19, with Haiqi Group leading the losses [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Sector Performance - The railway and highway sector stocks showed mixed performance, with notable declines in several key companies: - Haiqi Group: Closed at 26.18, down 5.18% [2] - Hainan Highway: Closed at 7.61, down 4.40% [2] - Other companies like Sanfengsi and Fujian Highway also reported declines of 3.63% and 2.65% respectively [2] Trading Volume and Capital Flow - The railway and highway sector saw a net outflow of 301 million yuan from institutional investors, while retail investors contributed a net inflow of 265 million yuan [2] - The trading volume for key stocks included: - Shandong Highway: 100,300 shares traded, with a closing price of 9.43, up 0.53% [1] - Guangshen Railway: 349,400 shares traded, closing at 3.03, down 0.33% [1] Individual Stock Analysis - Shandong Highway had a net inflow of 14.52 million yuan from institutional investors, while retail investors showed a net outflow [3] - Guangshen Railway experienced a net inflow of 6.87 million yuan from institutional investors, but a net outflow from retail investors [3] - Overall, the sector's performance indicates a cautious sentiment among institutional investors, contrasted by retail investor activity [3]

Core Viewpoint - The railway and highway sector experienced a decline of 0.7% on November 18, with the leading stock, Fulin Transportation, dropping significantly by 6.85% [1][2]. Market Performance - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1]. - Key stocks in the railway and highway sector showed mixed performance, with notable gainers including: - Anhui Expressway (600012) up 2.33% to 15.35 - Guangdong Expressway A (000429) up 1.48% to 12.36 - Conversely, Fulin Transportation (002357) led the decline, closing at 10.34, down 6.85% [1][2]. Trading Volume and Capital Flow - The railway and highway sector saw a net outflow of 266 million yuan from institutional investors, while retail investors contributed a net inflow of 179 million yuan [2][3]. - The trading volume for key stocks included: - Anhui Expressway with a trading volume of 76,300 hands and a transaction value of 117 million yuan - Fulin Transportation with a trading volume of 267,900 hands and a transaction value of 278 million yuan [1][2]. Individual Stock Analysis - Fulin Transportation (002357) had a significant drop in both institutional and retail investor interest, with a net outflow of 1,205.08 million yuan from retail investors [3]. - Other stocks like Hainan Expressway (000886) and Sichuan Chengyu (601107) also experienced varying degrees of capital flow, indicating a mixed sentiment in the sector [3].

Core Insights - The railway and highway sector experienced a decline of 0.59% on November 17, with Chongqing Road and Bridge leading the drop [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Sector Performance - Notable gainers in the railway and highway sector included: - Fujian Expressway (600033) with a closing price of 3.95, up 3.13% and a trading volume of 1.0689 million shares, totaling 420 million yuan in transaction value [1] - Fulin Yuantong (002357) closed at 11.10, up 1.46% with a trading volume of 270,200 shares, amounting to 307 million yuan [1] - Hunan Investment (000548) closed at 6.01, up 1.01% with a trading volume of 128,600 shares, totaling 76.9436 million yuan [1] - Major decliners included: - Chongqing Road and Bridge (600106) closed at 6.29, down 2.78% with a trading volume of 284,000 shares [2] - Dongguan Holdings (000828) closed at 11.62, down 2.02% with a trading volume of 90,900 shares [2] - Anhui Expressway (600012) closed at 15.00, down 1.64% with a trading volume of 90,800 shares [2] Capital Flow - The railway and highway sector saw a net outflow of 286 million yuan from major funds, while retail investors contributed a net inflow of 184 million yuan [2]

Investment Rating - The report maintains a positive outlook on the transportation industry, with a recommendation to continue investing in specific companies such as China Merchants Energy and COSCO Shipping Energy [1]. Core Insights - The report highlights significant opportunities in the shipbuilding sector, with new ship prices showing an increase, and recommends companies like China Shipbuilding and China Shipbuilding Defense [3]. - The oil tanker market is experiencing rising charter rates, with a notable increase in VLCC rates, indicating a favorable market environment for shipping companies [3]. - The air transport sector is expected to see substantial improvements in profitability due to supply constraints and increasing passenger volumes, with recommendations for airlines such as China Eastern Airlines and Spring Airlines [3]. - The express delivery industry is entering a new phase of competition, with potential for price recovery and improved profitability, focusing on companies like Shentong Express and YTO Express [3]. - The railway and highway sectors are showing resilience in freight volumes, with steady growth expected, particularly in high-dividend stocks [3]. Summary by Sections 1. Transportation Industry Performance - The transportation index increased by 1.83%, outperforming the CSI 300 index by 2.91 percentage points [4]. - The road freight sector saw the highest increase at 7.44%, while cross-border logistics experienced a decline of 1.37% [4]. 2. Shipping Market Insights - The report notes a 26% week-on-week increase in VLCC rates, reaching $119,882 per day, driven by limited capacity and strong demand [3]. - The report also mentions a 19% increase in LR2 rates to $33,314 per day, supported by tight capacity in the Red Sea route [3]. 3. Air Transport Sector - The report emphasizes the ongoing challenges in aircraft manufacturing and the aging fleet, predicting a significant improvement in airline profitability in the coming years [3]. 4. Express Delivery Industry - The express delivery sector is expected to see a shift towards price recovery and profitability, with a focus on companies that can adapt to changing market dynamics [3]. 5. Railway and Highway Freight - The report highlights the resilience of railway freight volumes and highway truck traffic, with data showing a 3.94% increase in railway freight and a slight decline in highway traffic [3].

从资金流向上来看，当日铁路公路板块主力资金净流出1.68亿元，游资资金净流出9087.01万元，散户资 金净流入2.59亿元。铁路公路板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，11月14日铁路公路板块较上一交易日下跌0.19%，富临运业领跌。当日上证指数报收于 3990.49，下跌0.97%。深证成指报收于13216.03，下跌1.93%。铁路公路板块个股涨跌见下表： ...

东吴证券认为，周四，A股市场小幅低开后便展开反弹，锂电池、电气设备、有色、化工等板块全面爆 发。上证指数再创阶段新高，由于蓝筹股的稳定作用，近期上证指数并未受到调整影响，周四的上涨又 平滑切换到其它板块上，令指数的上升趋势保持良好。A股市场仍处于慢牛的节奏，只是近期市场震荡 调整时操作难度较大，赚钱不易，但新周期的上涨一旦展开，市场情绪会很快恢复，重点留意新热点的 形成。 财信证券认为，周四，A股市场情绪回暖。盘面上，锂电产业链全线走强，并带动新能源方向表现较 好，阿里云概念尾盘拉升，大消费、存储芯片等板块维持活跃。当日市场全面转暖主要有以下两方面原 因：一方面是大盘短期连续震荡整理后，卖盘消化基本到位；另一方面是锂电产业链在此节点加速走 强，并且带动新能源方向，使得盘面重新活跃，资金风险偏好有所提升。不过尽管当日三大指数均取得 较好涨幅，但整体上并未突破震荡区间，因此在短期指数层面实现有效放量突破之前，大盘或维持指数 震荡、题材板块轮动的结构性行情。中期来看，在全球科技投资热情不减、"反内卷"政策持续推进、居 民储蓄入市等因素支撑下，本轮慢牛行情的根基并未动摇，后续A股指数仍存在继续走强的基础。 中原证券认 ...