炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今天，A股三大指数集体回调。截至收盘，上证指数下跌1.11%，深证成指、创业板指数分别下跌 1.51%、2.10%。沪深两市成交额为17242亿元，较昨日缩量493亿元。 整个市场有1091只个股上涨，4302只个股下跌，个股涨跌幅的中位数为下跌1.66%。 昨天，达哥提到，上周五的低点3850点非常关键，一旦跌破，那么大概率会二次探底，且右底比左底会 更低。 上证50指数距离11月24日的低点非常近，届时大概率会在该低点附近获得支撑。 微盘股指数上周连跌4天，昨天上涨，今天跌破了昨天的低点且几乎是光脚阴线，因此昨天的K线有中 继的味道。由于上周连跌4天，按照经验来看，即便结束调整，也还会有2-3个交易日才行。 科创50指数近期在反弹到9月下半月-11月上半月的箱体底部之后，展开调整，即便是以箱体来看待11月 下旬以来的走势，也有下探11月24日低点的动力。 此外，对A股投资者有一定心理影响的恒生指数、恒生科技指数，今天均创下了10月以来的新低。 从外围市场的表现及事件影响的角度来看，本轮全球市场调整，有两大因素。 结果，今天大盘就走出 ...

1、行情 今日指数再度集体下跌，且痛感较为明显。 题材方面，无人驾驶板块集体高开走强，浙江世宝、北汽蓝谷（炸板后回封）一字板，索菱股份、锦江在线、威帝股份、万集科技（20CM）、 路畅科技、多伦科技、久之洋（20CM）、合众思壮（炸）、通达电气（炸）先后涨停； 消费股开盘大涨，红旗连锁、广百股份、皇氏集团2连板，欧亚集团、利群股份、黑芝麻、永辉超市、中央商场、家家悦、茂业商业、三江购物 （炸）先后涨停； 数字货币概念迎来久违的反弹，航天信息2连板，翠微股份、恒宝股份、创识科技（20CM炸）涨停，新晨科技、四方精创、雄帝科技、赢时 胜、御银股份、东信和平等集体大涨； 此外，房产经纪、航天等均有局部强势表现，可控核聚变、军工、黄金、影视、CPO等集体大跌。 截至收盘，沪指、深成指、创业板指、微盘股指数分别收跌1.11%、1.51%、2.1%、2.12%，北证50逆势收涨0.54%，市场超4300股下跌，仅千余股上涨。 2、无人驾驶 昨晚较为重磅的消息就是：工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可。 两款产品分别来自长安汽车和北汽蓝谷。 今日开盘，无人驾驶板块集体高开。 浙江世宝、北汽蓝谷（炸 ...

Market Overview - The A-share market experienced a significant decline on December 16, with the Shanghai Composite Index dropping by 1.11%, the Shenzhen Component Index by 1.51%, and the ChiNext Index by 2.1% [4] - A total of 1,091 stocks rose, while 4,302 stocks fell, indicating a broad market downturn [5][6] - The total trading volume reached approximately 17,480.91 billion [6] Sector Performance - Consumer stocks, such as Yonghui Supermarket and Anji Food, showed resilience, with several stocks hitting the daily limit [6] - The autonomous driving sector saw active performance, with companies like Zhejiang Shibao and BAIC Blue Valley benefiting from the announcement of L3-level autonomous driving vehicle approvals [7][8] Technology Sector - Analysts noted that the technology sector is facing challenges due to concerns over an "AI bubble" and overall macroeconomic weakness [15][16] - The weakening momentum in the tech sector has led to increased selling pressure, particularly as investors are cautious ahead of key economic data releases [15] Broader Market Sentiment - The overall market sentiment is characterized by increased caution as the year-end approaches, with investors wary of potential interest rate hikes [15] - Concerns about economic growth have resurfaced, contributing to a rapid sell-off in the market [15][16] Regional Market Trends - The Asia-Pacific region also experienced declines, with the Korean Composite Index falling over 2% and the Nikkei 225 Index dropping more than 1.5% [12][13]

Core Viewpoint - The overall market performance on December 16 was poor, with significant declines in A-shares and across the Asia-Pacific region, prompting analysts to seek reasons for the downturn [2][12]. Market Performance - On December 16, the Shanghai Composite Index fell by 1.11%, the Shenzhen Component Index dropped by 1.51%, and the ChiNext Index decreased by 2.1% [2]. - A total of 1,091 stocks rose, while 4,302 stocks declined, with 46 stocks hitting the daily limit up [3][4]. Sector Performance - Retail and consumer stocks showed resilience, with companies like Yonghui Supermarket and Anji Food hitting the daily limit up [4]. - The autonomous driving sector was active, with companies such as Zhejiang Shibao and BAIC Blue Valley seeing significant gains following the announcement of L3-level autonomous driving vehicle approvals [5][6]. Notable Stocks - Several stocks in the autonomous driving sector, including Hanxin Technology and Wanji Technology, experienced substantial increases, with Hanxin Technology rising by 29.99% [7]. - Commercial aerospace stocks were also active, with Hualing Cable achieving a four-day limit up streak [8]. Declining Sectors - The film and television industry and photovoltaic equipment sectors faced significant declines, with companies like Bona Film Group and China Film dropping by nearly 10% [10][11]. - The overall sentiment in the market reflected a cautious approach as the year-end approached, with concerns about economic growth and potential interest rate hikes influencing investor behavior [13].

两大板块逆势活跃，个股掀涨停潮。 A股市场今天（12月16日）上午整体走低，创业板指跌势明显。截至中午收盘，上证指数跌超1%，创业板指跌超2%，北证50指数一度涨超2%。 盘面上，A股无人驾驶概念股表现活跃，多股涨停。港股相关概念股也大涨，其中浙江世宝港股盘中涨幅超过20%。 此外，商贸零售板块也逆势走强，板块内个股掀涨停潮。 两大板块个股掀涨停潮 今天上午A股市场整体调整，主要指数不同程度下跌，其中上证指数盘中跌幅超过1%，深证成指跌破13000点整数关口，创业板指跌幅超过2%。 行业板块和赛道方面，若按照申万一级行业划分，多数行业出现调整，其中有色金属板块跌幅超过3%，银邦股份盘中跌幅超过11%，中国铀业盘中触及 跌停，安泰科技、隆达股份、东方钽业等多股盘中跌幅超过5%。 通信板块盘中跌幅也超过3%，实达集团、超讯通信等盘中跌幅超过9%，特发信息、联特科技等多股盘中跌幅超过8%。德科立、中瓷电子、国盾量子等多 股盘中跌幅超过5%。 综合、电力设备、国防军工、传媒等多个板块盘中跌幅居前。 无人驾驶概念盘中表现活跃，其中，万集科技开盘1分钟20%涨停，久之洋涨近17%，浙江世宝A股、路畅科技、北汽蓝谷、威帝股 ...

智通财经APP获悉，港股恒生指数跌1.91%，跌490点，报25138点；恒生科技指数跌2.41%。港股早盘成 交1072亿港元。 12月15日，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可名单，标志着中国智 能网联汽车发展迈入实质性应用阶段。智能驾驶概念股逆市走高。浙江世宝(01057)涨13.9%、佑驾创新 (02431)涨9.88%。 创新药概念再度走低，下半年来医药BD交易短暂真空。诺诚健华(09969)跌超3.62%；信达生物(01801) 跌2.39%。 黄金股全线走低。BOCM指数权重即将再平衡，小摩称金银面临巨量技术性抛压。紫金黄金国际 (02259)跌5.93%；紫金矿业(02899)跌4.5%。 光伏股再度走弱。光伏协会确认收储平台成立，光伏玻璃价格仍然承压。新特能源(01799)跌2%；信义 光能(00968)跌3.6%。 甲骨文发布2026财年第二财季业绩，远逊于市场预期。光通信板块延续昨日下跌。剑桥科技(06166)、 长飞光纤光缆(06869)均跌超5%。 中兴通讯(00763)再跌超4%，豆包手机助手调整部分AI能力，公司近期宣布大额回购。 拨康视云-B(025 ...

12月15日，工信部公布了我国首批L3级有条件自动驾驶车型准入许可，分别是来自重庆长安汽车股份 有限公司（下称"长安"）和北汽蓝谷麦格纳汽车有限公司（下称"北汽"）旗下的两款车型。"目前，我 们牵头组建的联合体已经进入智能网联汽车上路通行试点阶段。北京出行作为L3落地的运营方，计划 从明年一季度开始，先在大兴机场高速这条线上跑起来，做机场接驳的实景验证。"北汽新能源方面表 示。长安方面表示，目前试点阶段，该功能仅在申报地政府批准的具体高速及快速路段可用，以确保安 全合规运行；未来随着政策逐步开放，我们将通过OTA在线升级的方式，再持续扩展可用的道路和区 域。（第一财经） ...

智能网联汽车ETF紧密跟踪中证车联网主题指数，中证车联网主题指数将内容与服务提供商、软件提供 商、硬件提供商、汽车厂商等相关上市公司纳入车联网主题，以反映车联网上市公司的整体表现。 数据显示，截至2025年11月28日，中证车联网主题指数(930725)前十大权重股分别为宁德时代 (300750)、宏发股份(600885)、大华股份(002236)、德赛西威(002920)、汇川技术(300124)、华域汽车 (600741)、均胜电子(600699)、科大讯飞(002230)、上汽集团(600104)、中科创达(300496)，前十大权重 股合计占比51.03%。 消息面上，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可，两款分别适配城市 拥堵、高速路段的车型将在北京、重庆指定区域开展上路试点，标志着我国L3级自动驾驶从测试阶段 迈入商业化应用的关键一步。 信达证券指出，当前国内关于智能网联汽车的法规持续完善，行业发展环境逐步规范化。同时自主品牌 加快智驾技术研发，行业智驾渗透率持续提升，2025年1-9月L2++及以上车型销量达364.3万辆，占比为 38.65%，其中自主品牌在L2级及以 ...

Industry Investment Rating - Not provided in the given content Core Viewpoints - The macro - economic operation in November continued to be stable, with the national industrial added value above designated size increasing by 4.8% year - on - year and 0.44% month - on - month, and the total retail sales of consumer goods reaching 4,389.8 billion yuan, increasing by 1.3% year - on - year and decreasing by 0.42% month - on - month [1] - China has issued the first batch of L3 - level conditional autonomous driving vehicle access permits, marking a key step in the commercialization of L3 - level autonomous driving [1] - The goal is to cultivate service outsourcing leading enterprises and build service outsourcing clusters by 2030, with further improvement in the development level of service outsourcing [1] Summary by Directory Upstream - Energy: International crude oil and liquefied natural gas prices dropped significantly. On December 15, the spot price of WTI crude oil was $57.4 per barrel, down 4.39%; the spot price of Brent crude oil was $61.1 per barrel, down 4.13%; the spot price of liquefied natural gas was 3,652 yuan per ton, down 5.73% [2][36] - Agriculture: Palm oil prices declined slightly. On December 15, the spot price of palm oil was 8,504 yuan per ton, down 1.44% [2][36] Midstream - Chemical: The operating rates of PX, PTA, and polyester declined. On December 15, the spot price of PTA was 4,649.7 yuan per ton, down 0.81% [3][36] - Energy: Coal consumption of power plants increased [3] - Infrastructure: The construction of road asphalt was in the off - season [3] Downstream - Real estate: The sales of commercial housing in first, second, and third - tier cities increased [4] - Service: Flight frequencies and movie box office decreased [4]

| 002869.SZ | | | | | --- | --- | --- | --- | | 中海达 | 9.91 | 5.54% | -0.70% | | 300177.SZ | | | | | 雄帝科技 | 24.48 | 5.06% | 0.04% | | 300546.SZ | | | | 消息面上，12月15日，工信部公布了我国首批L3级有条件自动驾驶车型准入许可，分别是来自重庆长 安汽车股份有限公司和北汽蓝谷麦格纳汽车有限公司旗下的两款车型。 此外，据新华财经，鸿蒙智行近期已联合深圳市交通局等相关部门，在深圳开启L3级有条件自动驾驶 内测。 编辑 ｜ 钉钉 12月16日盘中，智能驾驶概念再度拉升，北汽蓝谷回封涨停，万集科技20%涨停，路畅科技直线涨停， 四维图新、万马科技、云意电气等均走高。 | < W | | 智能驾驶指数(884162) | | | | --- | --- | --- | --- | --- | | | | 4928.32 66.73 +1.37% | | | | | | | | 21.31亿 | | Intellight model designed and the | | ...