{
"date": "2026-08-27",
"schema_version": 2,
"data_markdown": "## 主力资金流向\n\n## 主力资金流向\n\n> **全市场主力净流入**：+517.24亿（上证指数，当日涨幅 +1.56%）；正值为资金整体净流入（做多），负值为净流出（派发）。\n\n### 板块主力净流入排行（概念板块 Top10）\n\n| 板块 | 主力净流入 | 主力净流入占比 | 当日涨幅 |\n| --- | ---: | ---: | ---: |\n| 融资融券 | +510.94亿 | +2.69% | +1.40% |\n| 2026中报预增 | +360.62亿 | +5.47% | +2.33% |\n| 科技风格 | +346.90亿 | +7.99% | +4.21% |\n| 通信技术 | +319.95亿 | +6.48% | +3.17% |\n| 半导体概念 | +309.84亿 | +5.91% | +3.77% |\n| 深股通 | +290.05亿 | +2.88% | +1.58% |\n| MSCI中国 | +289.70亿 | +3.08% | +1.34% |\n| 5G概念 | +287.73亿 | +6.69% | +3.02% |\n| 百元股 | +267.37亿 | +5.11% | +4.37% |\n| 国产芯片 | +263.22亿 | +5.92% | +3.23% |\n\n> 主力净流入为正且当日上涨 → 资金主动做多该方向；净流入为正但下跌 → 低位吸筹；净流出 → 高位派发。\n\n### 板块主力净流出排行（概念板块 Top10）\n\n| 板块 | 主力净流入 | 主力净流入占比 | 当日涨幅 |\n| --- | ---: | ---: | ---: |\n| 茅指数 | -38.46亿 | -3.86% | +0.07% |\n| 大盘价值 | -30.30亿 | -2.58% | +0.11% |\n| 破净股 | -30.01亿 | -3.49% | -0.32% |\n| 蚂蚁金服概念 | -26.23亿 | -7.60% | +0.15% |\n| 宁组合 | -26.00亿 | -4.69% | -0.30% |\n| 锂矿概念 | -23.43亿 | -5.42% | +0.77% |\n| 黄金概念 | -23.34亿 | -2.64% | +1.12% |\n| 动力电池回收 | -21.93亿 | -6.83% | +0.62% |\n| 绿色电力 | -18.25亿 | -3.33% | +0.16% |\n| 跨境支付 | -17.32亿 | -4.67% | +0.63% |\n\n> 主力净流出居前且当日下跌 → 资金主动撤退（派发/出逃）；净流出居前但逆势上涨 → 拉高出货或分歧中（与净流入榜互为对照，看清资金真实态度）。\n\n\n---\n\n## 成交额前10个股\n\n## 当日成交额前 10 个股\n\n| 排名 | 代码 | 名称 | 成交额(亿) | 涨跌幅 | 换手率 | 最新价 |\n| --- | --- | --- | --- | --- | --- | --- |\n| 1 | 300308 | 中际旭创 | 227.80 | +1.79% | 2.36% | 866.12 |\n| 2 | 600487 | 亨通光电 | 191.24 | +9.98% | 11.23% | 71.30 |\n| 3 | 688825 | 长鑫科技 | 188.39 | +5.38% | 7.21% | 59.12 |\n| 4 | 603986 | 兆易创新 | 165.43 | +4.76% | 6.08% | 411.20 |\n| 5 | 300502 | 新易盛 | 148.74 | +2.59% | 2.91% | 409.10 |\n| 6 | 688008 | 澜起科技 | 144.63 | +10.06% | 5.88% | 221.22 |\n| 7 | 600183 | 生益科技 | 143.14 | +8.43% | 4.28% | 140.97 |\n| 8 | 300274 | 阳光电源 | 141.33 | -12.24% | 8.92% | 98.84 |\n| 9 | 300394 | 天孚通信 | 138.29 | +5.36% | 4.77% | 267.16 |\n| 10 | 600522 | 中天科技 | 117.83 | +7.99% | 9.79% | 36.08 |\n\n\n\n---\n\n## 市场广度\n\n## 上涨和下跌情况表\n\n| 指标 | 今日数值 | 占比 | 说明 |\n| --- | --- | --- | --- |\n| **上涨家数** | **3393** | 63.6% | 全市场上涨个股数 |\n| **下跌家数** | **1945** | 36.4% | 全市场下跌个股数 |\n| 上涨/下跌比 | **1.74** | — | >1 偏多，<1 偏空 |\n> 下方「市场广度」组合图（上涨/下跌堆叠柱 + 涨跌比折线）由 ECharts 渲染，可悬浮查看数值。\n\n\n\n---\n\n## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 77 只）\n\n### 6连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 深中华A | 000017 | 10.41 | 10.04% | 纺织服装 | 锂电池概念、粤港澳大湾区、两轮车 | 黄金珠宝+珠宝加工+客户拓展 |\n\n### 5连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 楚天龙 | 003040 | 18.73 | 9.98% | 通信 | 数字货币、移动支付、跨境支付(CIPS) | 数字人民币+AI政务+数字安全 |\n\n### 4连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| ⚡海鸥住工 | 002084 | 5.27 | 10.02% | 轻工制造 | 一带一路、空气能热泵、智能物流 | 控制权拟变更+装配式厨卫+越南制造 |\n\n### 3连板（5 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| ⚡捷荣技术 | 002855 | 13.31 | 10.00% | 电子 | 智能家居、风电、储能 | 折叠屏+精密结构件+亏损收窄 |\n| 万向德农 | 600371 | 10.49 | 9.96% | 农林牧渔 | 转基因、玉米、粮食概念 | 转基因玉米+玉米种业+新品研发 |\n| ⚡冀衡医药 | 002742 | 5.67 | 10.10% | 医药生物 | 减肥药、流感、幽门螺杆菌概念 | 医药制造+半年报减亏+资产注入 |\n| 康盛股份 | 002418 | 4.91 | 10.09% | 家用电器 | 算力租赁、数据中心(AIDC)、空气能热泵 | 液冷+家电制冷+铜合金 |\n| 青山纸业 | 600103 | 3.82 | 10.09% | 轻工制造 | 数据中心(AIDC)、碳中和、海峡两岸 | 光模块+竹浆纸+福建国资 |\n\n### 二连板（8 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 杭电股份 | 603618 | 35.11 | 9.99% | 电力设备 | 光纤概念、PET铜箔、PCB概念 | 半年报高增+光纤光缆+定增扩产 |\n| ⚡新农股份 | 002942 | 19.01 | 10.01% | 基础化工 | 乡村振兴、磷化工、基础化工 | 农药制剂+噻唑锌+业绩增长 |\n| 千金药业 | 600479 | 12.12 | 9.98% | 医药生物 | 医药电商、高股息精选、仿制药一致性评价 | 业绩增长+女性健康+创新药 |\n| ⚡锦龙股份 | 000712 | 10.73 | 10.05% | 非银金融 | 期货概念、算力租赁、粤港澳大湾区 | 证券业务+算力租赁+重大重组 |\n| 郴电国际 | 600969 | 10.45 | 10.00% | 公用事业 | 绿色电力、国企改革、PPP概念 | 电力+新能源+业绩增长 |\n| 湘财股份 | 600095 | 9.54 | 10.03% | 非银金融 | 参股券商、互联网金融、参股银行 | 中报增长+证券+吸收合并 |\n| 凯瑞德 | 002072 | 8.90 | 10.01% | 商业贸易 | 煤炭概念、商业航天、存储芯片 | 控股矿业+矿产贸易+宇航存储 |\n| 法尔胜 | 000890 | 8.78 | 10.03% | 公用事业 | 净水概念、污水处理、独角兽概念 | 光纤参股+环保业务+金属制品 |\n\n### 首板（61 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 大普微-UW | 301666 | 469.20 | 20.00% | 计算机 | 存储芯片、英伟达概念、注册制次新股 | 大额订单+业绩扭亏+企业级SSD |\n| 德明利 | 001309 | 429.76 | 10.00% | 电子 | 存储芯片、中芯国际概念、共封装光学(CPO) | 存储方案+AI数据中心+业绩预增 |\n| 长飞光纤 | 601869 | 426.82 | 10.00% | 通信 | 光纤概念、共封装光学(CPO)、铜缆高速连接 | 光纤光缆+AI光联+业绩增长 |\n| 联瑞新材 | 688300 | 186.24 | 20.00% | 有色金属 | 先进封装、存储芯片、芯片概念 | 先进粉体材料+存储芯片+先进封装 |\n| 嘉立创 | 001232 | 162.03 | 10.00% | 电子 | PCB概念、注册制次新股、人形机器人 | 半年报增长+PCB制造+EDA软件+次新股 |\n| 晶丰明源 | 688368 | 140.28 | 20.00% | 电子 | 汽车芯片、第三代半导体、MCU芯片 | 高性能计算电源芯片+并购易冲+业绩增长 |\n| 昂瑞微-UW | 688790 | 114.10 | 20.00% | 电子 | WiFi 6、汽车芯片、6G概念 | 射频前端+卫星通信+低空经济 |\n| 华盛昌 | 002980 | 102.05 | 10.00% | 电力设备 | 共封装光学(CPO)、AI眼镜、智能穿戴 | 光通信测试+中报增长+AI眼镜 |\n| 艾艾精工 | 603580 | 80.52 | 10.00% | 塑料 | 人民币贬值受益、海峡两岸、消费电子概念 | 控制权拟变更+轻型输送带+精密金属结构件 |\n| 金安国纪 | 002636 | 69.41 | 10.00% | 电子 | PCB概念、2026中报预增、消毒剂 | 覆铜板+业绩预增+扩产 |\n| 凯迪股份 | 605288 | 63.14 | 10.00% | 机械设备 | 新能源汽车、光伏概念、智能家居 | 机器人+线性驱动+汽车零部件 |\n| 立航科技 | 603261 | 58.73 | 10.00% | 机械设备 | 成飞概念、军民融合、军工 | 飞机地面保障设备+军工+可控核聚变+中报亏损收窄 |\n| 东方钽业 | 000962 | 57.55 | 10.00% | 有色金属 | 芯片概念、超级电容、超导概念 | 半导体靶材+钽铌材料+产能释放 |\n| 飞龙股份 | 002536 | 54.23 | 10.00% | 汽车 | 液冷服务器、芯片概念、汽车电子 | 液冷订单+服务器液冷+汽车热管理 |\n| 嘉德利 | 603435 | 53.30 | 10.01% | 电子 | 注册制次新股、PET铜箔、专精特新 | BOPP电工膜+复合铜箔+次新股 |\n| 长江通信 | 600345 | 52.06 | 9.99% | 通信 | 光纤概念、卫星导航、商业航天 | 中报扭亏+长飞光纤+低轨卫星 |\n| 石英股份 | 603688 | 51.56 | 10.01% | 有色金属 | 存储芯片、光纤概念、芯片概念 | 半导体石英+光纤石英+高纯石英 |\n| 肯特股份 | 301591 | 50.40 | 20.00% | 塑料 | PCB概念、PEEK材料、比亚迪概念 | PTFE+PCB覆铜板+PEEK材料+高性能工程塑料 |\n| 东材科技 | 601208 | 49.10 | 9.99% | 塑料 | PET铜箔、PCB概念、OLED | 高速树脂+AI算力+业绩增长 |\n| 昊华科技 | 600378 | 48.46 | 10.01% | 基础化工 | 中芯国际概念、氟化工概念、PVDF概念 | 半年报增长+AI液冷+氟化工 |\n| 三孚股份 | 603938 | 44.96 | 10.01% | 基础化工 | 存储芯片、光纤概念、芯片概念 | 高纯四氯化硅+光纤概念+存储芯片+半年报预增 |\n| 赛微电子 | 300456 | 37.06 | 20.01% | 电子 | 共封装光学(CPO)、玻璃基板、华为海思概念股 | 净利扭亏+MEMS-OCS+MEMS代工+硅光子 |\n| 先导基电 | 600641 | 34.00 | 10.00% | 电子 | 存储芯片、第三代半导体、OLED | 半导体设备+半导体材料+业绩增长 |\n| 星网锐捷 | 002396 | 33.35 | 9.99% | 通信 | WiFi 6、F5G概念、共封装光学(CPO) | 数据中心交换机+CPO+半年报增长+福建国资 |\n| 协和电子 | 605258 | 31.90 | 10.00% | 电子 | PCB概念、5G、毫米波雷达 | PCB+汽车电子+高频通讯 |\n| 美湖股份 | 603319 | 29.45 | 10.01% | 汽车 | 减速器、人形机器人、汽车热管理 | 液冷水泵+机器人执行器+泵类龙头 |\n| 天通股份 | 600330 | 29.15 | 10.00% | 电子 | PCB概念、先进封装、第三代半导体 | 光模块上游+铌酸锂+软磁材料+AI算力 |\n| ⚡湖南黄金 | 002155 | 27.02 | 10.02% | 有色金属 | 金属铅、金属锌、黄金概念 | 重大重组+复牌+黄金产业链+业绩增长 |\n| 和胜股份 | 002824 | 26.68 | 10.02% | 有色金属 | 柔性屏(折叠屏)、华为手机、消费电子概念 | 股权激励+液冷+新能源铝材+业绩增长 |\n| 桐昆股份 | 601233 | 26.00 | 9.98% | 炼化及贸 | 煤炭概念、2026中报预增、互联网金融 | 中报增长+涤纶长丝+一体化 |\n| 成飞集成 | 002190 | 25.52 | 10.00% | 汽车 | 成飞概念、大飞机、航空发动机 | 航空零部件+商业航天+低空经济+C919 |\n| 合锻智能 | 603011 | 25.14 | 10.02% | 机械设备 | PCB概念、新型烟草(电子烟)、共封装光学(CPO) | PCB层压机+可控核聚变+高端成形机床 |\n| 恒尚节能 | 603137 | 24.44 | 9.99% | 建筑装饰 | 装配式建筑、新型城镇化、建筑节能 | 存储模组+建筑幕墙+新签增长 |\n| 沃特股份 | 002886 | 24.00 | 9.99% | 塑料 | PEEK材料、PCB概念、新型烟草(电子烟) | PTFE薄膜+PCB概念+人形机器人+半年报增长 |\n| 天津普林 | 002134 | 22.63 | 10.01% | 电子 | PCB概念、先进封装、专精特新 | 中报高增+PCB+AI电源+珠海产能 |\n| 中国重汽 | 000951 | 22.39 | 10.02% | 商用车 | 高股息精选、冷链物流、国企改革 | 半年报增长+新能源重卡+重卡出口 |\n| 英特科技 | 301399 | 21.24 | 20.00% | 机械设备 | 空气能热泵、家用电器、专精特新 | 液冷散热+数据中心+蒸发冷凝 |\n| 海鸥股份 | 603269 | 20.16 | 9.98% | 机械设备 | 液冷服务器、数据中心(AIDC)、海峡两岸 | 液冷服务器+核电冷却+冷却塔 |\n| 江钨装备 | 600397 | 19.03 | 10.00% | 机械设备 | 煤炭概念、国企改革、股权转让(并购重组) | 钨钽铌资产注入+磁选装备+中报预计扭亏 |\n| 宏昌电子 | 603002 | 16.91 | 10.02% | 电子 | PCB概念、先进封装、芯片概念 | 高速覆铜板+GBF增层膜+环氧树脂投产 |\n| 百花医药 | 600721 | 16.68 | 10.03% | 医药生物 | 青蒿素、CRO概念、减肥药 | CRO+金华国资+仿制药 |\n| 花溪科技 | 920895 | 16.25 | 30.00% | 机械设备 | 专精特新、农机、机械设备 | |\n| 五芳斋 | 603237 | 15.88 | 9.97% | 食品饮料 | 预制菜、IP经济(谷子经济)、共同富裕示范区 | 利润增长+食品餐饮+精品商超 |\n| 汇源通信 | 000586 | 14.41 | 10.00% | 通信 | 5G、光纤概念、特高压 | 光纤通信+电力光缆+在线监测 |\n| 南华期货 | 603093 | 13.52 | 10.01% | 非银金融 | 期货概念、参股券商、数字经济 | 期货经纪+境外清算+中报增长 |\n| 日丰股份 | 002953 | 11.88 | 10.00% | 电力设备 | 风电、家用电器、充电桩 | 光纤预制棒+拟投资+机器人电缆+通信装备组件 |\n| 神奇制药 | 600613 | 11.61 | 10.05% | 医药生物 | 流感、医药电商、医药生物 | 抗肿瘤+品牌OTC+情绪过热 |\n| 京投发展 | 600683 | 11.04 | 9.96% | 房地产 | 创投、特色小镇、养老概念 | 资产重组+TOD物业+北京国资 |\n| 金健米业 | 600127 | 10.78 | 10.00% | 农林牧渔 | 玉米、粮食概念、预制菜 | 粮油食品+大健康食品+湖南国企 |\n| 汇金股份 | 300368 | 9.62 | 19.95% | 计算机 | 互联网金融、无人零售、云计算 | 金融机具+算力服务+重组终止+邯郸国资 |\n| 道道全 | 002852 | 8.89 | 10.02% | 农林牧渔 | 农业种植、乡村振兴、农林牧渔 | 菜籽油+产能扩张+高端油品 |\n| 金字火腿 | 002515 | 8.58 | 10.00% | 食品饮料 | 共封装光学(CPO)、芯片概念、数据中心(AIDC) | 光通信芯片+CPO+火腿 |\n| 甘化科工 | 000576 | 8.00 | 10.04% | 国防军工 | 军民融合、军工信息化、军工 | 中报增长+参股锴威特半导体+光电成像+非晶合金 |\n| 新农开发 | 600359 | 7.47 | 10.01% | 农林牧渔 | 粮食概念、农业种植、土地流转 | 种业+粮食加工+甘草制品 |\n| 莱绅通灵 | 603900 | 7.14 | 10.02% | 纺织服装 | IP经济(谷子经济)、黄金概念、股权转让(并购重组) | 黄金珠宝+艺术珠宝+黄金租赁 |\n| 平潭发展 | 000592 | 6.81 | 10.02% | 林业Ⅱ | 福建自贸区、海峡两岸、旅游概念 | 林业+林板一体化+海峡两岸 |\n| 成都路桥 | 002628 | 5.28 | 10.00% | 建筑装饰 | 氟化工概念、机器人概念、装配式建筑 | 萤石矿+机器人+隧道中标+基建施工 |\n| 香江控股 | 600162 | 4.87 | 9.93% | 房地产 | 物业管理、民营医院、养老概念 | 中报减亏+数据中心业务+家居商贸 |\n| 新赛股份 | 600540 | 4.59 | 10.07% | 农林牧渔 | 粮食概念、土地流转、农业种植 | 业绩高增长+棉花全产业链+棉蛋白 |\n| 亚盛集团 | 600108 | 3.78 | 9.88% | 农林牧渔 | 粮食概念、玉米、土地流转 | 玉米制种+现代农业+甘肃国资 |\n| 中安科 | 600654 | 3.30 | 10.00% | 计算机 | 鸿蒙概念、网络安全、智慧城市 | 半年报增长+安保安防+AI算力 |\n\n## 板块归属（当日）同花顺概念涨停≥3家\n\n| 同花顺概念 | 涨停家数 | 代表个股 |\n| --- | --- | --- |\n| 新能源汽车 | 20 | 昊华科技、中国重汽、康盛股份、沃特股份、杭电股份、长飞光纤、日丰股份、华盛昌 |\n| 国企改革 | 18 | 湖南黄金、新赛股份、青山纸业、千金药业、昊华科技、百花医药、中国重汽、新农开发 |\n| 芯片概念 | 18 | 昊华科技、沃特股份、三孚股份、长飞光纤、宏昌电子、飞龙股份、赛微电子、昂瑞微-UW |\n| 数据中心(AIDC) | 16 | 青山纸业、大普微-UW、康盛股份、中安科、汇金股份、长飞光纤、日丰股份、飞龙股份 |\n| 2026中报预增 | 15 | 杭电股份、湘财股份、三孚股份、长飞光纤、宏昌电子、华盛昌、郴电国际、天津普林 |\n| 电子 | 14 | 捷荣技术、大普微-UW、宏昌电子、赛微电子、嘉德利、昂瑞微-UW、天津普林、嘉立创 |\n| 5G | 13 | 青山纸业、楚天龙、沃特股份、杭电股份、长飞光纤、日丰股份、宏昌电子、汇源通信 |\n| 专精特新 | 13 | 大普微-UW、沃特股份、长飞光纤、汇源通信、英特科技、嘉德利、肯特股份、花溪科技 |\n| 股权转让(并购重组) | 12 | 锦龙股份、湖南黄金、昊华科技、百花医药、新农开发、汇金股份、湘财股份、莱绅通灵 |\n| 西部大开发 | 12 | 冀衡医药、新赛股份、昊华科技、百花医药、新农开发、立航科技、汇源通信、亚盛集团 |\n\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 国企改革 | 16 |\n| 一带一路 | 13 |\n| 储能 | 12 |\n| 风电 | 9 |\n| 华为概念 | 9 |\n| 数据中心(AIDC) | 8 |\n| DeepSeek概念 | 8 |\n| 数字经济 | 8 |\n| 充电桩 | 7 |\n| 2026中报预增 | 7 |\n\n\n\n---\n\n## 板块涨幅排行\n\n### 板块指数涨幅排行（当日 / 近 5 日 / 近 10 日 合并）\n\n| 板块名称 | 当日涨幅 | 近 5 日涨幅 | 近 10 日涨幅 | 涨停家数 |\n| --- | ---: | ---: | ---: | ---: |\n| 国家大基金持股 | +4.63% | — | — | — |\n| 存储芯片 | +4.55% | — | — | — |\n| 共封装光学(CPO) | +4.47% | — | — | — |\n| 科创次新股 | +4.40% | — | — | — |\n| 光刻机 | +4.37% | — | — | — |\n| 先进封装 | +4.29% | — | — | — |\n| PCB概念 | +4.14% | — | — | — |\n| 转基因 | +4.11% | — | +15.65% | — |\n| MLCC概念 | +4.10% | — | — | — |\n| 光纤概念 | +4.09% | — | — | — |\n| 粮食概念 | — | — | +13.60% | — |\n| 玉米 | — | — | +13.13% | — |\n| 大豆 | — | — | +11.19% | — |\n| 草甘膦 | — | — | +7.60% | — |\n| 金属铅 | — | +6.27% | +7.98% | — |\n| 供销社 | — | — | +6.26% | — |\n| 农业种植 | — | — | +6.09% | — |\n| 数字货币 | — | +5.87% | — | — |\n| 金属锌 | — | +5.85% | +6.81% | — |\n| 黄金概念 | — | — | +5.68% | — |\n| 空气能热泵 | — | +5.40% | — | — |\n| 成飞概念 | — | +5.35% | — | — |\n| 移动支付 | — | +4.99% | — | — |\n| 铜缆高速连接 | — | +4.99% | — | — |\n| 期货概念 | — | +4.84% | — | — |\n| 跨境支付(CIPS) | — | +4.80% | — | — |\n| 液冷服务器 | — | +4.74% | — | — |\n\n\n> - 表格为三档 TOP10 按「板块名称」去重并集：同一板块在多个周期上榜则合并一行显示三档涨幅，按当日涨幅降序排列；未进入某周期 TOP10 的显示「—」。\n> - 「涨停家数」列为当日该板块（同花顺概念口径）内涨停个股数，由涨停池聚合最佳努力匹配，未匹配显示「—」，仅供主线强度参考。\n\n\n---\n\n## 板块跌幅排行\n\n### 板块指数跌幅排行（当日 / 近 5 日 / 近 10 日 前 5 名）\n\n| 板块名称 | 当日跌幅 | 近 5 日跌幅 | 近 10 日跌幅 |\n| --- | ---: | ---: | ---: |\n| 证金持股 | -0.29% | — | — |\n| 足球概念 | -0.24% | — | — |\n| 白酒概念 | -0.15% | — | — |\n| 虚拟电厂 | -0.14% | — | — |\n| 特钢概念 | -0.12% | — | — |\n| 快手概念 | — | — | -6.52% |\n| DRG/DIP | — | — | -5.68% |\n| 中国AI 50 | — | — | -5.47% |\n| AI视频 | — | — | -5.09% |\n| 小红书概念 | — | — | -5.02% |\n| 重组蛋白 | — | -4.91% | — |\n| CRO概念 | — | -4.59% | — |\n| 细胞免疫治疗 | — | -4.31% | — |\n| 减肥药 | — | -4.17% | — |\n| 阿尔茨海默概念 | — | -3.98% | — |\n\n\n> - 表格为三档 TOP5 按「板块名称」去重并集：同一板块在多个周期上榜则合并一行显示三档跌幅，按当日跌幅升序（跌得最多的排最前）排列；未进入某周期 TOP5 的显示「—」。\n\n\n---\n\n## 人气榜\n\n## 人气榜前 10（东财 + 同花顺）\n\n### 东财人气榜前 10\n\n| 排名 | 名称 | 当日涨跌幅 | 所属板块 |\n| --- | --- | --- | --- |\n| 1 | 亨通光电 | +9.98% | — |\n| 2 | 杭电股份 | +9.99% | — |\n| 3 | 宇树科技-W | +3.97% | — |\n| 4 | 青山纸业 | +10.09% | — |\n| 5 | 通鼎互联 | +5.16% | — |\n| 6 | 百花医药 | +10.03% | — |\n| 7 | 楚天龙 | +9.98% | — |\n| 8 | 长鑫科技 | +5.38% | — |\n| 9 | 金健米业 | +10.00% | — |\n| 10 | 中天科技 | +7.99% | — |\n\n### 同花顺热榜前 10（日榜）\n\n| 排名 | 名称 | 当日涨跌幅 | 所属板块 |\n| --- | --- | --- | --- |\n| 1 | 亨通光电 | +9.98% | — |\n| 2 | 宇树科技 | +3.97% | — |\n| 3 | 长鑫科技 | +5.38% | — |\n| 4 | 百花医药 | +10.03% | — |\n| 5 | 通鼎互联 | +5.16% | — |\n| 6 | 杭电股份 | +9.99% | — |\n| 7 | 哈药股份 | +6.97% | — |\n| 8 | 楚天龙 | +9.98% | — |\n| 9 | 神奇制药 | +10.05% | — |\n| 10 | 金健米业 | +10.00% | — |\n\n\n\n---\n\n## 涨跌停情绪\n\n## 涨跌停情况表（感受情绪）\n\n| 指标 | 今日数值 | 说明 |\n| --- | --- | --- |\n| **涨停家数** | **78** | 占比 95.1% |\n| **跌停家数** | **4** | 占比 4.9% |\n| 涨跌比 | **19.50** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **16** | 连续涨停个股数 |\n| 市场高度 | **6** 板 | 最高连板天数 |\n| **炸板率** | **18.8%** | 炸板 18 家 /（涨停 78 + 炸板 18），封板强度反向指标 |\n> 下方「涨跌停情绪」组合图（涨停/跌停堆叠柱 + 涨跌比/连板/市场高度折线）由 ECharts 渲染，可悬浮查看数值。\n\n### 近 5 日涨跌停明细\n\n| 日期 | 涨停 | 跌停 | 涨跌比 | 连板数 | 高度(板) |\n| --- | --- | --- | --- | --- | --- |\n| 2026-08-21 | 57 | 14 | 4.07 | 12 | 3 |\n| 2026-08-24 | 48 | 11 | 4.36 | 10 | 4 |\n| 2026-08-25 | 70 | 4 | 17.50 | 9 | 5 |\n| 2026-08-26 | 56 | 2 | 28.00 | 13 | 5 |\n| 2026-08-27 | 78 | 4 | 19.50 | 16 | 6 |\n\n\n\n---\n\n## 指数行情与量能\n\n## 近 5 日成交额对比（主要指数并排）\n\n\n## 核心成长指数集合竞价量能（成分股竞价加总代理）\n\n> 下图按指数展示近 5 日集合竞价成交额（亿元），可在浏览器中悬浮查看数值。\n\n\n\n---\n\n## 强势股复盘\n\n### 近 5 日涨幅 TOP 10\n\n| 排名 | 代码 | 名称 | 上市板块 | 行业 | 近5日涨幅 | 今日涨幅 | 大涨原因 |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 1 | 002084 | 海鸥住工 | 深主板 | 轻工制造 | 46.80% | +10.02% | 控制权拟变更后复牌，引发市场关注 |\n| 2 | 003040 | 楚天龙 | 深主板 | 通信 | 46.44% | +9.98% | 数字人民币、AI政务概念炒作，连续涨停 |\n| 3 | 000017 | 深中华A | 深主板 | 纺织服饰 | 46.41% | +10.04% | 黄金股爆发带动，连续涨停 |\n| 4 | 002742 | 冀衡医药 | 深主板 | 医药生物 | 39.66% | +10.10% | 中报亏损收窄，资产注入预期催化 |\n| 5 | 600371 | 万向德农 | 沪主板 | 农林牧渔 | 35.53% | +9.96% | 转基因玉米种业概念受资金关注 |\n| 6 | 301591 | 肯特股份 | 创业板 | 基础化工 | 33.40% | +20.00% | PEEK等高性能工程塑料概念受资金关注 |\n| 7 | 002418 | 康盛股份 | 深主板 | 家用电器 | 33.06% | +10.09% | 液冷概念活跃，带动股价上行 |\n| 8 | 600103 | 青山纸业 | 沪主板 | 轻工制造 | 32.64% | +10.09% | 800G光模块样品试制阶段，光模块概念发酵 |\n| 9 | 600127 | 金健米业 | 沪主板 | 农林牧渔 | 31.46% | +10.00% | 粮油食品板块短线资金炒作，连续涨停 |\n| 10 | 002855 | 捷荣技术 | 深主板 | 电子 | 31.13% | +10.00% | 折叠屏及精密结构件概念获资金关注 |\n\n### 近 10 日涨幅 TOP 10\n\n| 排名 | 代码 | 名称 | 上市板块 | 行业 | 近10日涨幅 | 今日涨幅 | 大涨原因 |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 1 | 600127 | 金健米业 | 沪主板 | 农林牧渔 | 83.65% | +10.00% | 近期连续涨停（7天5板），受市场情绪与资金驱动。 |\n| 2 | 600613 | 神奇制药 | 沪主板 | 医药生物 | 81.12% | +10.05% | 抗肿瘤及品牌OTC题材受追捧，盘中股价大幅震荡。 |\n| 3 | 000017 | 深中华A | 深主板 | 纺织服饰 | 73.50% | +10.04% | 黄金板块走强带动，公司连续涨停（6连板）。 |\n| 4 | 003040 | 楚天龙 | 深主板 | 通信 | 59.54% | +9.98% | 数字人民币及AI政务概念受资金关注，股价连续涨停。 |\n| 5 | 603580 | 艾艾精工 | 沪主板 | 基础化工 | 52.18% | +10.00% | 控制权拟变更事项引发市场预期，股价创新高。 |\n| 6 | 002084 | 海鸥住工 | 深主板 | 轻工制造 | 51.44% | +10.02% | 控制权拟变更，复牌后受资金关注。 |\n| 7 | 301591 | 肯特股份 | 创业板 | 基础化工 | 51.12% | +20.00% | PTFE、PEEK等新材料概念受资金关注。 |\n| 8 | 600371 | 万向德农 | 沪主板 | 农林牧渔 | 47.54% | +9.96% | 转基因玉米种业概念受到市场关注。 |\n| 9 | 002855 | 捷荣技术 | 深主板 | 电子 | 32.83% | +10.00% | 折叠屏概念活跃，叠加亏损收窄预期，股价走强。 |\n| 10 | 002742 | 冀衡医药 | 深主板 | 医药生物 | 32.79% | +10.10% | 半年报减亏叠加资产注入预期，受资金关注。 |\n\n\n> - **候选池**：同花顺热点（当日强势股 ~125 只 + 题材归因），实时免费零鉴权。\n> - **区间涨幅**：通过腾讯 fqkline / Tushare 日K线计算，精确至复盘日。\n> - **行业 / 题材**：行业取同花顺一级行业；题材取所属概念（已剔除融资融券、沪股通、沪深300 等通类噪声），由同花顺问财 OpenAPI（hithink-astock-selector 授权）批量获取。\n> - **大涨原因**：由大模型基于同花顺**题材归因**与经去噪的东财个股新闻**综合生成**一句原因（大模型不可用时回退为题材+新闻的原始拼接）；新闻已剔除龙虎榜、五日均线突破、大盘播报等无关节讯。\n> - **上市板块**：从股票代码前缀推断（沪主板/深主板/创业板/科创板/北交所）。\n> - 非交易日或数据异常时不显示结果。\n",
"meta_by_name": {
"主力资金流向": {
"date": "2026-08-27",
"source": "**数据源**：东方财富 push2delay（概念板块/个股/上证指数主力净流入，f62=主力净流入额）。
**口径**：主力净流入 = 超大单 + 大单净买入额（元），未含北向（北向自 2024-08 起停止实时披露）。"
},
"成交额前10个股": {
"date": "2026-08-27",
"top_turnover": [
{
"rank": 1,
"code": "300308",
"name": "中际旭创",
"amount": 22780310823.67,
"pct": 1.788694,
"turnover_rate": 2.3560000000000003,
"price": 866.12
},
{
"rank": 2,
"code": "600487",
"name": "亨通光电",
"amount": 19124123704.6,
"pct": 9.979948,
"turnover_rate": 11.227,
"price": 71.3
},
{
"rank": 3,
"code": "688825",
"name": "长鑫科技",
"amount": 18839416913.63,
"pct": 5.383244,
"turnover_rate": 7.2090000000000005,
"price": 59.12
},
{
"rank": 4,
"code": "603986",
"name": "兆易创新",
"amount": 16542661247.47,
"pct": 4.764331,
"turnover_rate": 6.075,
"price": 411.2
},
{
"rank": 5,
"code": "300502",
"name": "新易盛",
"amount": 14874143370.87,
"pct": 2.587893,
"turnover_rate": 2.9059999999999997,
"price": 409.1
},
{
"rank": 6,
"code": "688008",
"name": "澜起科技",
"amount": 14462577105.37,
"pct": 10.059701,
"turnover_rate": 5.876,
"price": 221.22
},
{
"rank": 7,
"code": "600183",
"name": "生益科技",
"amount": 14313829938.6,
"pct": 8.430121,
"turnover_rate": 4.278,
"price": 140.97
},
{
"rank": 8,
"code": "300274",
"name": "阳光电源",
"amount": 14133098170.67,
"pct": -12.235837,
"turnover_rate": 8.924,
"price": 98.84
},
{
"rank": 9,
"code": "300394",
"name": "天孚通信",
"amount": 13829216739.23,
"pct": 5.3553120000000005,
"turnover_rate": 4.773000000000001,
"price": 267.16
},
{
"rank": 10,
"code": "600522",
"name": "中天科技",
"amount": 11783460824.0,
"pct": 7.991619,
"turnover_rate": 9.795,
"price": 36.08
}
],
"resolved_source": "iwencai_mcp",
"source": "同花顺问财（hithink-astock-selector，实际源：iwencai_mcp），按当日成交额降序取前 10。成交额单位为亿元（原始返回为元，÷1亿）；涨跌幅/换手率取自问财实时行情字段。"
},
"市场广度": {
"date": "2026-08-27",
"source": "同花顺问财（hithink-zhishu-query），统计口径为同花顺全A(沪深京)；上涨/下跌比 = 上涨家数 ÷ 下跌家数。",
"breadth": {
"dates": [
"2026-08-21",
"2026-08-24",
"2026-08-25",
"2026-08-26",
"2026-08-27"
],
"up_count": [
2505.0,
1460.0,
4234.0,
2945.0,
3393.0
],
"down_count": [
2863.0,
3965.0,
1246.0,
2448.0,
1945.0
],
"ratio": [
0.87,
0.37,
3.4,
1.2,
1.74
]
}
},
"涨停板复盘": {
"date": "2026-08-27",
"source": "东方财富涨停板池（连板/现价/封单/行业）+ 同花顺问财（涨停揭秘题材 + 同花顺概念映射，hithink-astock-selector 授权）。板块归属与「概念板块复盘」统一采用同花顺概念口径；题材标签为同花顺拼接文本，非公司公告，不构成投资建议。",
"board": [
{
"code": "000712",
"name": "锦龙股份",
"price": 10.73,
"pct": 10.05,
"amount": 158057696,
"float_cap": 9611227161.25,
"turnover": 1.64,
"limit_days": 2,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 220685551,
"break_times": 0,
"industry": "非银金融",
"zt_stat": "2天2板",
"reason": "证券业务+算力租赁+重大重组",
"high_days": "2天2板",
"board_type": "一字板",
"seal_rate": 0.5
},
{
"code": "002084",
"name": "海鸥住工",
"price": 5.27,
"pct": 10.02,
"amount": 27643695,
"float_cap": 3397223509.3399997,
"turnover": 0.81,
"limit_days": 4,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 329225563,
"break_times": 0,
"industry": "轻工制造",
"zt_stat": "4天4板",
"reason": "控制权拟变更+装配式厨卫+越南制造",
"high_days": "4天4板",
"board_type": "一字板",
"seal_rate": 0.6428571428571429
},
{
"code": "002155",
"name": "湖南黄金",
"price": 27.02,
"pct": 10.02,
"amount": 383632336,
"float_cap": 42218720737.34,
"turnover": 0.91,
"limit_days": 1,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 564939509,
"break_times": 0,
"industry": "有色金属",
"zt_stat": "1天1板",
"reason": "重大重组+复牌+黄金产业链+业绩增长",
"high_days": "首板",
"board_type": "一字板",
"seal_rate": 0.75
},
{
"code": "002742",
"name": "冀衡医药",
"price": 5.67,
"pct": 10.1,
"amount": 56422737,
"float_cap": 2970632767.41,
"turnover": 1.9,
"limit_days": 3,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 168347970,
"break_times": 0,
"industry": "医药生物",
"zt_stat": "3天3板",
"reason": "医药制造+半年报减亏+资产注入",
"high_days": "3天3板",
"board_type": "一字板",
"seal_rate": 0.5333333333333333
},
{
"code": "002855",
"name": "捷荣技术",
"price": 13.31,
"pct": 10.0,
"amount": 18861601,
"float_cap": 3277284457.92,
"turnover": 0.58,
"limit_days": 3,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 92996970,
"break_times": 0,
"industry": "电子",
"zt_stat": "3天3板",
"reason": "折叠屏+精密结构件+亏损收窄",
"high_days": "3天3板",
"board_type": "一字板",
"seal_rate": 0.6666666666666666
},
{
"code": "002942",
"name": "新农股份",
"price": 19.01,
"pct": 10.01,
"amount": 42953665,
"float_cap": 2637791157.8300004,
"turnover": 1.63,
"limit_days": 2,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 356469246,
"break_times": 0,
"industry": "基础化工",
"zt_stat": "2天2板",
"reason": "农药制剂+噻唑锌+业绩增长",
"high_days": "2天2板",
"board_type": "一字板",
"seal_rate": 0.75
},
{
"code": "600540",
"name": "新赛股份",
"price": 4.59,
"pct": 10.07,
"amount": 40677246,
"float_cap": 2668520246.4,
"turnover": 1.52,
"limit_days": 1,
"first_seal": "09:25:02",
"last_seal": "09:25:02",
"seal_fund": 161909496,
"break_times": 0,
"industry": "农林牧渔",
"zt_stat": "1天1板",
"reason": "业绩高增长+棉花全产业链+棉蛋白",
"high_days": "首板",
"board_type": "一字板",
"seal_rate": 1.0
},
{
"code": "600613",
"name": "神奇制药",
"price": 11.61,
"pct": 10.05,
"amount": 677314640,
"float_cap": 5564904944.58,
"turnover": 12.18,
"limit_days": 1,
"first_seal": "09:25:02",
"last_seal": "09:30:50",
"seal_fund": 167587935,
"break_times": 1,
"industry": "医药生物",
"zt_stat": "11天7板",
"reason": "抗肿瘤+品牌OTC+情绪过热",
"high_days": "11天7板",
"board_type": "T字板",
"seal_rate": 0.8333333333333334
},
{
"code": "600371",
"name": "万向德农",
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"pct": 9.96,
"amount": 169885569,
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"turnover": 5.55,
"limit_days": 3,
"first_seal": "09:30:06",
"last_seal": "09:30:06",
"seal_fund": 204232474,
"break_times": 0,
"industry": "农林牧渔",
"zt_stat": "8天5板",
"reason": "转基因玉米+玉米种业+新品研发",
"high_days": "3天3板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "603237",
"name": "五芳斋",
"price": 15.88,
"pct": 9.97,
"amount": 57087483,
"float_cap": 3014133984.88,
"turnover": 1.89,
"limit_days": 1,
"first_seal": "09:30:06",
"last_seal": "09:30:06",
"seal_fund": 30682351,
"break_times": 0,
"industry": "食品饮料",
"zt_stat": "1天1板",
"reason": "利润增长+食品餐饮+精品商超",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": null
},
{
"code": "000890",
"name": "法尔胜",
"price": 8.78,
"pct": 10.03,
"amount": 132042068,
"float_cap": 3683131383.8799996,
"turnover": 3.61,
"limit_days": 2,
"first_seal": "09:30:09",
"last_seal": "09:30:09",
"seal_fund": 98898798,
"break_times": 0,
"industry": "公用事业",
"zt_stat": "2天2板",
"reason": "光纤参股+环保业务+金属制品",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.84
},
{
"code": "600103",
"name": "青山纸业",
"price": 3.82,
"pct": 10.09,
"amount": 507382960,
"float_cap": 8451096959.54,
"turnover": 6.1,
"limit_days": 3,
"first_seal": "09:30:33",
"last_seal": "09:30:33",
"seal_fund": 307811504,
"break_times": 0,
"industry": "轻工制造",
"zt_stat": "3天3板",
"reason": "光模块+竹浆纸+福建国资",
"high_days": "3天3板",
"board_type": "换手板",
"seal_rate": 0.6818181818181818
},
{
"code": "000576",
"name": "甘化科工",
"price": 8.0,
"pct": 10.04,
"amount": 268783456,
"float_cap": 3470522088.0,
"turnover": 7.82,
"limit_days": 1,
"first_seal": "09:30:39",
"last_seal": "09:53:18",
"seal_fund": 33069648,
"break_times": 4,
"industry": "国防军工",
"zt_stat": "1天1板",
"reason": "中报增长+参股锴威特半导体+光电成像+非晶合金",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "003040",
"name": "楚天龙",
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"amount": 1759884208,
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"turnover": 20.77,
"limit_days": 5,
"first_seal": "09:30:48",
"last_seal": "13:18:09",
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"飞龙股份",
"嘉德利",
"海鸥股份"
]
},
{
"theme": "地产链",
"count": 9,
"reps": [
"海鸥住工",
"冀衡医药",
"捷荣技术",
"京投发展",
"恒尚节能",
"和胜股份",
"成都路桥",
"星网锐捷"
]
},
{
"theme": "医药",
"count": 9,
"reps": [
"冀衡医药",
"神奇制药",
"千金药业",
"百花医药",
"中安科",
"华盛昌",
"肯特股份",
"金安国纪"
]
},
{
"theme": "金融",
"count": 8,
"reps": [
"锦龙股份",
"楚天龙",
"汇金股份",
"湘财股份",
"桐昆股份",
"南华期货",
"美湖股份",
"星网锐捷"
]
},
{
"theme": "创投",
"count": 8,
"reps": [
"青山纸业",
"湘财股份",
"长飞光纤",
"京投发展",
"赛微电子",
"天通股份",
"先导基电",
"凯迪股份"
]
},
{
"theme": "粤港澳大湾区",
"count": 7,
"reps": [
"锦龙股份",
"深中华A",
"沃特股份",
"日丰股份",
"香江控股",
"嘉立创",
"德明利"
]
},
{
"theme": "人民币贬值受益",
"count": 7,
"reps": [
"海鸥住工",
"艾艾精工",
"华盛昌",
"飞龙股份",
"赛微电子",
"德明利",
"凯迪股份"
]
},
{
"theme": "农林牧渔",
"count": 7,
"reps": [
"新赛股份",
"万向德农",
"新农开发",
"金健米业",
"亚盛集团",
"道道全",
"平潭发展"
]
},
{
"theme": "光纤概念",
"count": 7,
"reps": [
"杭电股份",
"三孚股份",
"长飞光纤",
"日丰股份",
"汇源通信",
"石英股份",
"长江通信"
]
},
{
"theme": "物联网",
"count": 6,
"reps": [
"海鸥住工",
"楚天龙",
"日丰股份",
"华盛昌",
"赛微电子",
"星网锐捷"
]
},
{
"theme": "智能穿戴",
"count": 6,
"reps": [
"捷荣技术",
"深中华A",
"华盛昌",
"昂瑞微-UW",
"天通股份",
"德明利"
]
},
{
"theme": "农业种植",
"count": 6,
"reps": [
"新赛股份",
"万向德农",
"千金药业",
"新农开发",
"亚盛集团",
"道道全"
]
},
{
"theme": "DeepSeek概念",
"count": 6,
"reps": [
"楚天龙",
"大普微-UW",
"千金药业",
"华盛昌",
"星网锐捷",
"长江通信"
]
},
{
"theme": "京津冀一体化",
"count": 6,
"reps": [
"汇金股份",
"三孚股份",
"京投发展",
"香江控股",
"赛微电子",
"天津普林"
]
},
{
"theme": "机械设备",
"count": 6,
"reps": [
"英特科技",
"江钨装备",
"花溪科技",
"海鸥股份",
"合锻智能",
"凯迪股份"
]
},
{
"theme": "3D打印",
"count": 5,
"reps": [
"海鸥住工",
"沃特股份",
"宏昌电子",
"嘉立创",
"东方钽业"
]
},
{
"theme": "粮食概念",
"count": 5,
"reps": [
"新赛股份",
"万向德农",
"新农开发",
"金健米业",
"亚盛集团"
]
},
{
"theme": "种植业与林业",
"count": 5,
"reps": [
"新赛股份",
"万向德农",
"新农开发",
"亚盛集团",
"平潭发展"
]
},
{
"theme": "小米概念",
"count": 5,
"reps": [
"沃特股份",
"昂瑞微-UW",
"嘉立创",
"和胜股份",
"晶丰明源"
]
},
{
"theme": "低空经济",
"count": 5,
"reps": [
"沃特股份",
"立航科技",
"飞龙股份",
"成飞集成",
"美湖股份"
]
},
{
"theme": "土地流转",
"count": 4,
"reps": [
"新赛股份",
"新农开发",
"京投发展",
"亚盛集团"
]
},
{
"theme": "新疆振兴",
"count": 4,
"reps": [
"新赛股份",
"百花医药",
"新农开发",
"成都路桥"
]
},
{
"theme": "鸿蒙概念",
"count": 4,
"reps": [
"楚天龙",
"中安科",
"华盛昌",
"星网锐捷"
]
},
{
"theme": "注册制次新股",
"count": 4,
"reps": [
"大普微-UW",
"嘉德利",
"昂瑞微-UW",
"嘉立创"
]
},
{
"theme": "传媒",
"count": 4,
"reps": [
"大普微-UW",
"长飞光纤",
"金字火腿",
"星网锐捷"
]
},
{
"theme": "新股与次新股",
"count": 4,
"reps": [
"大普微-UW",
"嘉德利",
"昂瑞微-UW",
"嘉立创"
]
},
{
"theme": "物业管理",
"count": 4,
"reps": [
"百花医药",
"中安科",
"京投发展",
"香江控股"
]
},
{
"theme": "养老概念",
"count": 4,
"reps": [
"金健米业",
"中安科",
"京投发展",
"香江控股"
]
},
{
"theme": "高端装备",
"count": 4,
"reps": [
"立航科技",
"合锻智能",
"天通股份",
"先导基电"
]
},
{
"theme": "元件",
"count": 4,
"reps": [
"天津普林",
"嘉立创",
"协和电子",
"金安国纪"
]
},
{
"theme": "印制电路板",
"count": 4,
"reps": [
"天津普林",
"嘉立创",
"协和电子",
"金安国纪"
]
},
{
"theme": "非银金融",
"count": 3,
"reps": [
"锦龙股份",
"湘财股份",
"南华期货"
]
},
{
"theme": "空气能热泵",
"count": 3,
"reps": [
"海鸥住工",
"康盛股份",
"英特科技"
]
},
{
"theme": "智能物流",
"count": 3,
"reps": [
"海鸥住工",
"天通股份",
"美湖股份"
]
},
{
"theme": "台资控股",
"count": 3,
"reps": [
"海鸥住工",
"宏昌电子",
"艾艾精工"
]
},
{
"theme": "摘帽",
"count": 3,
"reps": [
"冀衡医药",
"立航科技",
"艾艾精工"
]
},
{
"theme": "其他种植业",
"count": 3,
"reps": [
"新赛股份",
"新农开发",
"亚盛集团"
]
},
{
"theme": "玉米",
"count": 3,
"reps": [
"万向德农",
"金健米业",
"亚盛集团"
]
},
{
"theme": "预制菜",
"count": 3,
"reps": [
"五芳斋",
"金健米业",
"金字火腿"
]
},
{
"theme": "共同富裕示范区",
"count": 3,
"reps": [
"五芳斋",
"杭电股份",
"金字火腿"
]
},
{
"theme": "长三角一体化",
"count": 3,
"reps": [
"五芳斋",
"天通股份",
"桐昆股份"
]
},
{
"theme": "独角兽概念",
"count": 3,
"reps": [
"法尔胜",
"赛微电子",
"嘉立创"
]
},
{
"theme": "量子科技",
"count": 3,
"reps": [
"楚天龙",
"长飞光纤",
"天通股份"
]
},
{
"theme": "数字经济",
"count": 3,
"reps": [
"楚天龙",
"千金药业",
"南华期货"
]
},
{
"theme": "英伟达概念",
"count": 3,
"reps": [
"大普微-UW",
"宏昌电子",
"晶丰明源"
]
},
{
"theme": "腾讯概念",
"count": 3,
"reps": [
"大普微-UW",
"美湖股份",
"星网锐捷"
]
},
{
"theme": "工业互联网",
"count": 3,
"reps": [
"千金药业",
"长飞光纤",
"合锻智能"
]
},
{
"theme": "合成生物",
"count": 3,
"reps": [
"百花医药",
"沃特股份",
"平潭发展"
]
},
{
"theme": "石墨烯",
"count": 3,
"reps": [
"康盛股份",
"沃特股份",
"杭电股份"
]
},
{
"theme": "PEEK材料",
"count": 3,
"reps": [
"沃特股份",
"肯特股份",
"美湖股份"
]
},
{
"theme": "毫米波雷达",
"count": 3,
"reps": [
"沃特股份",
"协和电子",
"天通股份"
]
},
{
"theme": "可控核聚变",
"count": 3,
"reps": [
"立航科技",
"合锻智能",
"东方钽业"
]
},
{
"theme": "智慧城市",
"count": 3,
"reps": [
"中安科",
"汇金股份",
"长江通信"
]
},
{
"theme": "参股券商",
"count": 3,
"reps": [
"湘财股份",
"亚盛集团",
"南华期货"
]
},
{
"theme": "两岸合作",
"count": 3,
"reps": [
"三孚股份",
"飞龙股份",
"海鸥股份"
]
},
{
"theme": "海工装备",
"count": 3,
"reps": [
"长飞光纤",
"肯特股份",
"合锻智能"
]
},
{
"theme": "光纤光缆",
"count": 3,
"reps": [
"长飞光纤",
"汇源通信",
"长江通信"
]
},
{
"theme": "电子化学品",
"count": 3,
"reps": [
"宏昌电子",
"嘉德利",
"天通股份"
]
},
{
"theme": "电子化学品Ⅲ",
"count": 3,
"reps": [
"宏昌电子",
"嘉德利",
"天通股份"
]
},
{
"theme": "专用设备",
"count": 3,
"reps": [
"江钨装备",
"花溪科技",
"合锻智能"
]
},
{
"theme": "航空发动机",
"count": 3,
"reps": [
"成飞集成",
"合锻智能",
"东方钽业"
]
},
{
"theme": "OLED",
"count": 3,
"reps": [
"天通股份",
"先导基电",
"东材科技"
]
},
{
"theme": "轻工制造",
"count": 2,
"reps": [
"海鸥住工",
"青山纸业"
]
},
{
"theme": "中越经济一体化",
"count": 2,
"reps": [
"海鸥住工",
"凯迪股份"
]
},
{
"theme": "2026一季报预增",
"count": 2,
"reps": [
"湖南黄金",
"昊华科技"
]
},
{
"theme": "减肥药",
"count": 2,
"reps": [
"冀衡医药",
"百花医药"
]
},
{
"theme": "建筑节能",
"count": 2,
"reps": [
"新赛股份",
"恒尚节能"
]
},
{
"theme": "冷链物流",
"count": 2,
"reps": [
"新赛股份",
"中国重汽"
]
},
{
"theme": "黑龙江自贸区",
"count": 2,
"reps": [
"万向德农",
"湘财股份"
]
},
{
"theme": "IP经济(谷子经济)",
"count": 2,
"reps": [
"五芳斋",
"莱绅通灵"
]
},
{
"theme": "食品加工制造",
"count": 2,
"reps": [
"五芳斋",
"金字火腿"
]
},
{
"theme": "污水处理",
"count": 2,
"reps": [
"法尔胜",
"郴电国际"
]
},
{
"theme": "碳中和",
"count": 2,
"reps": [
"青山纸业",
"昊华科技"
]
},
{
"theme": "福建本地股",
"count": 2,
"reps": [
"青山纸业",
"平潭发展"
]
},
{
"theme": "中马经济一体化",
"count": 2,
"reps": [
"青山纸业",
"海鸥股份"
]
},
{
"theme": "数据安全",
"count": 2,
"reps": [
"楚天龙",
"大普微-UW"
]
},
{
"theme": "阿里巴巴概念",
"count": 2,
"reps": [
"大普微-UW",
"星网锐捷"
]
},
{
"theme": "百度概念",
"count": 2,
"reps": [
"大普微-UW",
"赛微电子"
]
},
{
"theme": "高股息精选",
"count": 2,
"reps": [
"千金药业",
"中国重汽"
]
},
{
"theme": "三胎概念",
"count": 2,
"reps": [
"千金药业",
"和胜股份"
]
},
{
"theme": "婴童用品",
"count": 2,
"reps": [
"千金药业",
"和胜股份"
]
},
{
"theme": "中芯国际概念",
"count": 2,
"reps": [
"昊华科技",
"德明利"
]
},
{
"theme": "俄乌冲突概念",
"count": 2,
"reps": [
"昊华科技",
"金健米业"
]
},
{
"theme": "电子特气",
"count": 2,
"reps": [
"昊华科技",
"三孚股份"
]
},
{
"theme": "饰品",
"count": 2,
"reps": [
"深中华A",
"莱绅通灵"
]
},
{
"theme": "乳业",
"count": 2,
"reps": [
"新农开发",
"金健米业"
]
},
{
"theme": "特色小镇",
"count": 2,
"reps": [
"新农开发",
"京投发展"
]
},
{
"theme": "超级电容",
"count": 2,
"reps": [
"康盛股份",
"东方钽业"
]
},
{
"theme": "新型烟草(电子烟)",
"count": 2,
"reps": [
"沃特股份",
"合锻智能"
]
},
{
"theme": "小米汽车",
"count": 2,
"reps": [
"沃特股份",
"飞龙股份"
]
},
{
"theme": "线缆部件及其他",
"count": 2,
"reps": [
"杭电股份",
"日丰股份"
]
},
{
"theme": "农产品加工",
"count": 2,
"reps": [
"金健米业",
"道道全"
]
},
{
"theme": "粮油加工",
"count": 2,
"reps": [
"金健米业",
"道道全"
]
},
{
"theme": "成飞概念",
"count": 2,
"reps": [
"立航科技",
"成飞集成"
]
},
{
"theme": "网络安全",
"count": 2,
"reps": [
"中安科",
"星网锐捷"
]
},
{
"theme": "安防",
"count": 2,
"reps": [
"中安科",
"长江通信"
]
},
{
"theme": "传感器",
"count": 2,
"reps": [
"中安科",
"赛微电子"
]
},
{
"theme": "基础建设",
"count": 2,
"reps": [
"汇金股份",
"成都路桥"
]
},
{
"theme": "太赫兹",
"count": 2,
"reps": [
"长飞光纤",
"赛微电子"
]
},
{
"theme": "电子布",
"count": 2,
"reps": [
"宏昌电子",
"金安国纪"
]
},
{
"theme": "树脂",
"count": 2,
"reps": [
"宏昌电子",
"东材科技"
]
},
{
"theme": "食品安全",
"count": 2,
"reps": [
"华盛昌",
"合锻智能"
]
},
{
"theme": "底盘与发动机系统",
"count": 2,
"reps": [
"飞龙股份",
"美湖股份"
]
},
{
"theme": "通用设备",
"count": 2,
"reps": [
"英特科技",
"海鸥股份"
]
},
{
"theme": "民营医院",
"count": 2,
"reps": [
"香江控股",
"平潭发展"
]
},
{
"theme": "PPP概念",
"count": 2,
"reps": [
"郴电国际",
"成都路桥"
]
},
{
"theme": "新型工业化",
"count": 2,
"reps": [
"赛微电子",
"合锻智能"
]
},
{
"theme": "农机",
"count": 2,
"reps": [
"花溪科技",
"合锻智能"
]
},
{
"theme": "固废处理",
"count": 2,
"reps": [
"合锻智能",
"天通股份"
]
},
{
"theme": "非金属材料",
"count": 2,
"reps": [
"联瑞新材",
"石英股份"
]
},
{
"theme": "非金属材料Ⅲ",
"count": 2,
"reps": [
"联瑞新材",
"石英股份"
]
},
{
"theme": "无线充电",
"count": 2,
"reps": [
"天通股份",
"晶丰明源"
]
},
{
"theme": "柔性屏(折叠屏)",
"count": 2,
"reps": [
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**口径**：当日(f3) / 近5日(f109) / 近10日(f110) 为区间累计涨幅，由数据源直接提供（未自行拉 K 线）。",
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{
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{
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{
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{
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"date": "2026-08-27",
"source": "**板块范围**：概念板块（东财板块代码 BKxxxx）。
**数据源**：iwencai_mcp。
**口径**：当日(f3) / 近5日(f109) / 近10日(f110) 为区间累计跌幅，由数据源直接提供（未自行拉 K 线）。",
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{
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{
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{
"rank": 4,
"name": "减肥药",
"pct": -4.17
},
{
"rank": 5,
"name": "阿尔茨海默概念",
"pct": -3.98
}
],
"ten_day": [
{
"rank": 1,
"name": "快手概念",
"pct": -6.52
},
{
"rank": 2,
"name": "DRG/DIP",
"pct": -5.68
},
{
"rank": 3,
"name": "中国AI 50",
"pct": -5.47
},
{
"rank": 4,
"name": "AI视频",
"pct": -5.09
},
{
"rank": 5,
"name": "小红书概念",
"pct": -5.02
}
]
},
"人气榜": {
"date": "2026-08-27",
"em_popularity": [
{
"rank": 1,
"code": "600487",
"name": "亨通光电",
"price": 71.3,
"pct": 9.98,
"rank_chg": 4,
"sector": ""
},
{
"rank": 2,
"code": "603618",
"name": "杭电股份",
"price": 35.11,
"pct": 9.99,
"rank_chg": -1,
"sector": ""
},
{
"rank": 3,
"code": "688836",
"name": "宇树科技-W",
"price": 615.03,
"pct": 3.97,
"rank_chg": -1,
"sector": ""
},
{
"rank": 4,
"code": "600103",
"name": "青山纸业",
"price": 3.82,
"pct": 10.09,
"rank_chg": 5,
"sector": ""
},
{
"rank": 5,
"code": "002491",
"name": "通鼎互联",
"price": 23.64,
"pct": 5.16,
"rank_chg": 2,
"sector": ""
},
{
"rank": 6,
"code": "600721",
"name": "百花医药",
"price": 16.68,
"pct": 10.03,
"rank_chg": 43,
"sector": ""
},
{
"rank": 7,
"code": "003040",
"name": "楚天龙",
"price": 18.73,
"pct": 9.98,
"rank_chg": -1,
"sector": ""
},
{
"rank": 8,
"code": "688825",
"name": "长鑫科技",
"price": 59.12,
"pct": 5.38,
"rank_chg": 38,
"sector": ""
},
{
"rank": 9,
"code": "600127",
"name": "金健米业",
"price": 10.78,
"pct": 10.0,
"rank_chg": 13,
"sector": ""
},
{
"rank": 10,
"code": "600522",
"name": "中天科技",
"price": 36.08,
"pct": 7.99,
"rank_chg": 82,
"sector": ""
}
],
"ths_popularity": [
{
"rank": 1,
"code": "600487",
"name": "亨通光电",
"heat": "6265588",
"pct": 9.9799,
"rank_chg": 0,
"concepts": [
"光纤概念",
"共封装光学(CPO)"
],
"tag": "",
"sector": ""
},
{
"rank": 2,
"code": "688836",
"name": "宇树科技",
"heat": "5394485",
"pct": 3.9727,
"rank_chg": 0,
"concepts": [
"注册制次新股",
"科创次新股"
],
"tag": "持续上榜",
"sector": ""
},
{
"rank": 3,
"code": "688825",
"name": "长鑫科技",
"heat": "3483725",
"pct": 5.3832,
"rank_chg": 1,
"concepts": [
"小米概念",
"消费电子概念"
],
"tag": "持续上榜",
"sector": ""
},
{
"rank": 4,
"code": "600721",
"name": "百花医药",
"heat": "3340902",
"pct": 10.0264,
"rank_chg": 1,
"concepts": [
"青蒿素",
"CRO概念"
],
"tag": "首板涨停",
"sector": ""
},
{
"rank": 5,
"code": "002491",
"name": "通鼎互联",
"heat": "3178463",
"pct": 5.1601,
"rank_chg": -2,
"concepts": [
"光纤概念",
"5G"
],
"tag": "",
"sector": ""
},
{
"rank": 6,
"code": "603618",
"name": "杭电股份",
"heat": "2992701",
"pct": 9.9937,
"rank_chg": 0,
"concepts": [
"光纤概念",
"PET铜箔"
],
"tag": "2天2板",
"sector": ""
},
{
"rank": 7,
"code": "600664",
"name": "哈药股份",
"heat": "2947462",
"pct": 6.9682,
"rank_chg": 2,
"concepts": [
"维生素",
"仿制药一致性评价"
],
"tag": "",
"sector": ""
},
{
"rank": 8,
"code": "003040",
"name": "楚天龙",
"heat": "2668988",
"pct": 9.9824,
"rank_chg": 3,
"concepts": [
"数字货币",
"跨境支付(CIPS)"
],
"tag": "5天5板",
"sector": ""
},
{
"rank": 9,
"code": "600613",
"name": "神奇制药",
"heat": "2615556",
"pct": 10.0474,
"rank_chg": -1,
"concepts": [
"流感",
"医药电商"
],
"tag": "11天7板",
"sector": ""
},
{
"rank": 10,
"code": "600127",
"name": "金健米业",
"heat": "2531199",
"pct": 10.0,
"rank_chg": -3,
"concepts": [
"玉米",
"粮食概念"
],
"tag": "9天6板",
"sector": ""
}
],
"source": "东财人气榜 `emappdata.eastmoney.com/stockrank/getAllCurrentList`（名称/价格经 `push2delay.eastmoney.com` 补全）；同花顺热榜 `dq.10jqka.com.cn/fuyao/hot_list_data`（零鉴权）。两榜口径不同：东财按「人气活跃度」综合排名，同花顺按「热度值」排序，交叉出现的个股代表跨平台共识热点。",
"resolved_source": "em:a_stock_data, ths:a_stock_data_mcp"
},
"涨跌停情绪": {
"date": "2026-08-27",
"source": "同花顺问财（hithink-zhishu-query）。涨跌比 = 涨停家数 ÷ 跌停家数；市场高度 = 当日最高连续涨停天数；炸板率 = 炸板家数 ÷（涨停封板家数 + 炸板家数），由问财炸板股查询提供。",
"emotion": {
"dates": [
"2026-08-21",
"2026-08-24",
"2026-08-25",
"2026-08-26",
"2026-08-27"
],
"limit_up": [
57.0,
48.0,
70.0,
56.0,
78.0
],
"limit_down": [
14.0,
11.0,
4.0,
2.0,
4.0
],
"ratio": [
4.07,
4.36,
17.5,
28.0,
19.5
],
"lianban_count": [
12.0,
10.0,
9.0,
13.0,
16.0
],
"market_height": [
3.0,
4.0,
5.0,
5.0,
6.0
],
"bomb_count": 18,
"bomb_rate": 18.8
}
},
"指数行情与量能": {
"date": "2026-08-27",
"indices": {
"000001": {
"name": "上证指数",
"daily": [
{
"date": "2026-08-21",
"close": 3905.194051374616,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 8834.23480099
},
{
"date": "2026-08-24",
"close": 3882.0011039035016,
"vol_wan": 0.0,
"close_pct": -0.5939000000000028,
"vol_pct": NaN,
"amt_yi": 9520.392625010001
},
{
"date": "2026-08-25",
"close": 3889.439018018581,
"vol_wan": 0.0,
"close_pct": 0.19160000000000288,
"vol_pct": NaN,
"amt_yi": 8588.742289220001
},
{
"date": "2026-08-26",
"close": 3912.518949151504,
"vol_wan": 0.0,
"close_pct": 0.5934000000000106,
"vol_pct": NaN,
"amt_yi": 8572.23487993
},
{
"date": "2026-08-27",
"close": 3956.57,
"vol_wan": 0.0,
"close_pct": 1.1258999999999908,
"vol_pct": NaN,
"amt_yi": 10102.2657
}
]
},
"399006": {
"name": "创业板指",
"daily": [
{
"date": "2026-08-21",
"close": 3545.571562689747,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 4944.8508148969
},
{
"date": "2026-08-24",
"close": 3431.8792649605375,
"vol_wan": 0.0,
"close_pct": -3.206600000000004,
"vol_pct": NaN,
"amt_yi": 5085.8299480363
},
{
"date": "2026-08-25",
"close": 3397.5089941219576,
"vol_wan": 0.0,
"close_pct": -1.0014999999999996,
"vol_pct": NaN,
"amt_yi": 4665.9934964962
},
{
"date": "2026-08-26",
"close": 3414.877060099909,
"vol_wan": 0.0,
"close_pct": 0.5112000000000005,
"vol_pct": NaN,
"amt_yi": 4465.1560931025
},
{
"date": "2026-08-27",
"close": 3473.35,
"vol_wan": 0.0,
"close_pct": 1.7123,
"vol_pct": NaN,
"amt_yi": 5457.0184
}
]
},
"000688": {
"name": "科创50",
"daily": [
{
"date": "2026-08-21",
"close": 1653.5552528441226,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 775.73154799
},
{
"date": "2026-08-24",
"close": 1602.336378887276,
"vol_wan": 0.0,
"close_pct": -3.0974999999999975,
"vol_pct": NaN,
"amt_yi": 938.32918317
},
{
"date": "2026-08-25",
"close": 1604.5924685087493,
"vol_wan": 0.0,
"close_pct": 0.14080000000000759,
"vol_pct": NaN,
"amt_yi": 752.93140094
},
{
"date": "2026-08-26",
"close": 1632.0197675729694,
"vol_wan": 0.0,
"close_pct": 1.7093000000000025,
"vol_pct": NaN,
"amt_yi": 793.56925304
},
{
"date": "2026-08-27",
"close": 1693.48,
"vol_wan": 0.0,
"close_pct": 3.765900000000011,
"vol_pct": NaN,
"amt_yi": 1017.83286
}
]
},
"000852": {
"name": "中证2000（小微盘）",
"daily": [
{
"date": "2026-08-21",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3562.03000796
},
{
"date": "2026-08-24",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3668.5222333200004
},
{
"date": "2026-08-25",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3796.1291595899997
},
{
"date": "2026-08-26",
"close": 3091.3383409984604,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3717.3958529799997
},
{
"date": "2026-08-27",
"close": 3152.4541,
"vol_wan": 0.0,
"close_pct": 1.9770000000000065,
"vol_pct": NaN,
"amt_yi": 4161.0005
}
]
}
},
"charts": {
"index_change": {
"names": [
"上证指数",
"创业板指",
"科创50",
"中证2000（小微盘）"
],
"vals": [
1.13,
1.71,
3.77,
1.98
]
},
"index_amount": {
"labels": [
"08-21",
"08-24",
"08-25",
"08-26",
"08-27"
],
"series": {
"上证指数": [
8834.0,
9520.0,
8589.0,
8572.0,
10102.0
],
"创业板指": [
4945.0,
5086.0,
4666.0,
4465.0,
5457.0
],
"科创50": [
776.0,
938.0,
753.0,
794.0,
1018.0
],
"中证2000（小微盘）": [
3562.0,
3669.0,
3796.0,
3717.0,
4161.0
]
},
"colors": {
"上证指数": "#1f77b4",
"科创50": "#ff7f0e",
"创业板指": "#ffd700",
"中证2000（小微盘）": "#2ca02c"
}
},
"auction": {
"labels": [
"08-21",
"08-24",
"08-25",
"08-26",
"08-27"
],
"series": {
"创业板指": [
16.48,
19.2,
13.58,
12.27,
18.12
],
"科创50": [
3.81,
2.61,
4.93,
0.0,
6.65
]
},
"colors": {
"创业板指": "#ffd700",
"科创50": "#ff7f0e"
}
}
},
"source": "指数行情：东财 push2his（本地优先，含成交额）/ 百度股市通（云端主源，仅深市指数 399xxx 含成交额；沪市指数因百度撞码返回个股数据故不可用）/ 腾讯行情接口（web.ifzq.gtimg.cn 直连降级，仅 OHLCV 无成交额）；涨跌幅为收盘价环比，成交额单位为亿元，「中证2000（小微盘）」为小市值股票代表宽基，用于观察微盘股情绪。核心成长指数集合竞价量能：同花顺问财（对应指数全部成分股集合竞价匹配金额加总代理，支持历史日复盘）。",
"resolved_source": [
"iwencai_mcp"
]
},
"强势股复盘": {
"date": "2026-08-27",
"resolved_source": "eastmoney",
"source": "东方财富（区间涨幅排名，近5日/近10日，实际源：eastmoney）；题材归因候选池来自同花顺热点；个股行业/概念画像经同花顺问财（STOCK_PROFILE，缺失则降级）。",
"five_day": [
{
"rank": 1,
"code": "002084",
"name": "海鸥住工",
"sector": "深主板",
"industry": "轻工制造",
"concepts": [
"一带一路",
"空气能热泵",
"智能物流",
"智能家居",
"物联网",
"人民币贬值受益",
"海峡两岸",
"3D打印",
"轻工制造",
"家居用品",
"其他家居用品",
"台资控股",
"中越经济一体化"
],
"gain_pct": 46.8,
"latest_pct": 10.02,
"reason_tags": "控制权拟变更+装配式厨卫+越南制造",
"reason": "控制权拟变更后复牌，引发市场关注",
"news_titles": [
"海鸥住工(002084)龙虎榜数据(08-25)",
"002084，明日复牌！控制权拟变更",
"下周一复牌！002084，控制权拟变更",
"机构风向标 | 海鸥住工(002084)2026年二季度已披露前十大机构累计持仓占比46.71%",
"海鸥住工(002084.SZ)2026年中报净利润为-3996.12万元，同比亏损放大"
]
},
{
"rank": 2,
"code": "003040",
"name": "楚天龙",
"sector": "深主板",
"industry": "通信",
"concepts": [
"数字货币",
"移动支付",
"跨境支付(CIPS)",
"电子身份证",
"互联网金融",
"ETC",
"区块链",
"智慧政务",
"数据安全",
"信创",
"鸿蒙概念",
"国产操作系统",
"AI应用",
"量子科技",
"数字经济",
"AI智能体",
"DeepSeek概念",
"人工智能",
"物联网",
"华为概念",
"5G",
"消费电子概念",
"通信",
"通信设备",
"通信终端及配件",
"eSIM",
"量子通信"
],
"gain_pct": 46.44,
"latest_pct": 9.98,
"reason_tags": "数字人民币+AI政务+数字安全",
"reason": "数字人民币、AI政务概念炒作，连续涨停",
"news_titles": [
"涨停、炸板、再涨停！003040，斩获5连板",
"半年亏超6000万元！003040，收获4连板",
"直线拉升！003040，斩获3连板",
"楚天龙(003040)龙虎榜数据(08-26)",
"楚天龙(003040)龙虎榜数据(08-24)"
]
},
{
"rank": 3,
"code": "000017",
"name": "深中华A",
"sector": "深主板",
"industry": "纺织服饰",
"concepts": [
"锂电池概念",
"粤港澳大湾区",
"两轮车",
"黄金概念",
"智能穿戴",
"纺织服饰",
"服装家纺",
"饰品",
"黄金加工"
],
"gain_pct": 46.41,
"latest_pct": 10.04,
"reason_tags": "黄金珠宝+珠宝加工+客户拓展",
"reason": "黄金股爆发带动，连续涨停",
"news_titles": [
"直线拉升！000017，5连板！",
"连收5个涨停！000017，换手率飙升",
"开盘猛拉！黄金股大爆发，000017，6连板",
"深中华A(000017)龙虎榜数据(08-26)",
"连收5个涨停！000017，换手率飙升｜快讯"
]
},
{
"rank": 4,
"code": "002742",
"name": "冀衡医药",
"sector": "深主板",
"industry": "医药生物",
"concepts": [
"减肥药",
"流感",
"幽门螺杆菌概念",
"水泥概念",
"西部大开发",
"职业教育",
"一带一路",
"摘帽",
"医药生物",
"化学制药",
"化学制剂"
],
"gain_pct": 39.66,
"latest_pct": 10.1,
"reason_tags": "医药制造+半年报减亏+资产注入",
"reason": "中报亏损收窄，资产注入预期催化",
"news_titles": [
"冀衡医药(002742)龙虎榜数据(08-26)",
"冀衡医药(002742.SZ)2026年中报净利润为-2013.85万元，同比亏损缩小",
"机构风向标 | 冀衡医药(002742)2026年二季度已披露持仓机构仅6家",
"冀衡医药(002742.SZ)：2026年中报净利润为-2013.85万元",
"今日84只个股突破半年线"
]
},
{
"rank": 5,
"code": "600371",
"name": "万向德农",
"sector": "沪主板",
"industry": "农林牧渔",
"concepts": [
"转基因",
"玉米",
"粮食概念",
"农业种植",
"化肥",
"黑龙江自贸区",
"乡村振兴",
"农林牧渔",
"种植业与林业",
"种子生产",
"转基因研发",
"转基因种业"
],
"gain_pct": 35.53,
"latest_pct": 9.96,
"reason_tags": "转基因玉米+玉米种业+新品研发",
"reason": "转基因玉米种业概念受资金关注",
"news_titles": [
"万向德农(600371)龙虎榜数据(08-26)",
"万向德农(600371)龙虎榜数据(08-21)",
"万向德农(600371)龙虎榜数据(08-20)",
"万向德农(600371)龙虎榜数据(08-19)",
"机构风向标 | 万向德农(600371)2026年二季度已披露持仓机构仅5家"
]
},
{
"rank": 6,
"code": "301591",
"name": "肯特股份",
"sector": "创业板",
"industry": "基础化工",
"concepts": [
"PCB概念",
"PEEK材料",
"比亚迪概念",
"新能源汽车",
"专精特新",
"商业航天",
"军工",
"卫星导航",
"海工装备",
"核电",
"风电",
"氢能源",
"医疗器械概念",
"基础化工",
"塑料制品",
"其他塑料制品"
],
"gain_pct": 33.4,
"latest_pct": 20.0,
"reason_tags": "PTFE+PCB覆铜板+PEEK材料+高性能工程塑料",
"reason": "PEEK等高性能工程塑料概念受资金关注",
"news_titles": [
"肯特股份(301591)龙虎榜数据(08-27)",
"肯特股份(301591)龙虎榜数据(08-26)",
"肯特股份(301591)龙虎榜数据(08-25)",
"肯特股份(301591)龙虎榜数据(08-24)",
"肯特股份(301591)龙虎榜数据(08-21)"
]
},
{
"rank": 7,
"code": "002418",
"name": "康盛股份",
"sector": "深主板",
"industry": "家用电器",
"concepts": [
"算力租赁",
"数据中心(AIDC)",
"空气能热泵",
"石墨烯",
"东数西算(算力)",
"锂电池概念",
"汽车热管理",
"储能",
"充电桩",
"新能源汽车",
"动力电池回收",
"液冷服务器",
"家用电器",
"氢能源",
"无人驾驶",
"超级电容",
"白色家电",
"家电零部件",
"数据中心液冷",
"CDU",
"微通道水冷板"
],
"gain_pct": 33.06,
"latest_pct": 10.09,
"reason_tags": "液冷+家电制冷+铜合金",
"reason": "液冷概念活跃，带动股价上行",
"news_titles": [
"康盛股份(002418)龙虎榜数据(08-27)",
"康盛股份(002418)龙虎榜数据(08-26)",
"康盛股份(002418.SZ)2026年中报净利润为832.58万元、较去年同期下降7.00%",
"机构风向标 | 康盛股份(002418)2026年二季度已披露前十大机构持股比例合计下跌1.87个百分点",
"002418董事长兼总经理被取保候审；山外山大股东拟减持不超4.03%公司股份｜公告精选"
]
},
{
"rank": 8,
"code": "600103",
"name": "青山纸业",
"sector": "沪主板",
"industry": "轻工制造",
"concepts": [
"数据中心(AIDC)",
"碳中和",
"海峡两岸",
"一带一路",
"创投",
"5G",
"乡村振兴",
"国企改革",
"共封装光学(CPO)",
"轻工制造",
"造纸",
"造纸Ⅲ",
"福建本地股",
"光模块",
"中马经济一体化"
],
"gain_pct": 32.64,
"latest_pct": 10.09,
"reason_tags": "光模块+竹浆纸+福建国资",
"reason": "800G光模块样品试制阶段，光模块概念发酵",
"news_titles": [
"斩获3连板！600103，遭重要股东连续减持｜快讯",
"青山纸业(600103)龙虎榜数据(08-26)",
"青山纸业(600103)龙虎榜数据(08-25)",
"青山纸业(600103.SH)：2026年中报净利润为4022.98万元、同比较去年同期下降28.26%",
"青山纸业：恒宝通800G光模块处于样品试制阶段"
]
},
{
"rank": 9,
"code": "600127",
"name": "金健米业",
"sector": "沪主板",
"industry": "农林牧渔",
"concepts": [
"玉米",
"粮食概念",
"预制菜",
"乳业",
"乡村振兴",
"俄乌冲突概念",
"养老概念",
"国企改革",
"农林牧渔",
"农产品加工",
"粮油加工",
"奶源及牧业"
],
"gain_pct": 31.46,
"latest_pct": 10.0,
"reason_tags": "粮油食品+大健康食品+湖南国企",
"reason": "粮油食品板块短线资金炒作，连续涨停",
"news_titles": [
"金健米业(600127)龙虎榜数据(08-26)",
"猛拉！600127，7天5板",
"2分钟直线涨停！600127，7天5板",
"金健米业(600127)龙虎榜数据(08-25)",
"金健米业(600127)龙虎榜数据(08-24)"
]
},
{
"rank": 10,
"code": "002855",
"name": "捷荣技术",
"sector": "深主板",
"industry": "电子",
"concepts": [
"智能家居",
"风电",
"储能",
"虚拟现实",
"华为概念",
"智能穿戴",
"无线耳机",
"消费电子概念",
"电子",
"消费电子",
"消费电子零部件及组装"
],
"gain_pct": 31.13,
"latest_pct": 10.0,
"reason_tags": "折叠屏+精密结构件+亏损收窄",
"reason": "折叠屏及精密结构件概念获资金关注",
"news_titles": [
"捷荣技术(002855)龙虎榜数据(08-26)",
"捷荣技术(002855.SZ)：2026年中报净利润为-3884.17万元",
"今日130只个股突破半年线",
"今日盘中突破半年线个股",
"今日137只个股突破半年线"
]
}
],
"ten_day": [
{
"rank": 1,
"code": "600127",
"name": "金健米业",
"sector": "沪主板",
"industry": "农林牧渔",
"concepts": [
"玉米",
"粮食概念",
"预制菜",
"乳业",
"乡村振兴",
"俄乌冲突概念",
"养老概念",
"国企改革",
"农林牧渔",
"农产品加工",
"粮油加工",
"奶源及牧业"
],
"gain_pct": 83.65,
"latest_pct": 10.0,
"reason_tags": "粮油食品+大健康食品+湖南国企",
"reason": "近期连续涨停（7天5板），受市场情绪与资金驱动。",
"news_titles": [
"金健米业(600127)龙虎榜数据(08-26)",
"猛拉！600127，7天5板",
"2分钟直线涨停！600127，7天5板",
"金健米业(600127)龙虎榜数据(08-25)",
"金健米业(600127)龙虎榜数据(08-24)"
]
},
{
"rank": 2,
"code": "600613",
"name": "神奇制药",
"sector": "沪主板",
"industry": "医药生物",
"concepts": [
"流感",
"医药电商",
"医药生物",
"化学制药",
"化学制剂"
],
"gain_pct": 81.12,
"latest_pct": 10.05,
"reason_tags": "抗肿瘤+品牌OTC+情绪过热",
"reason": "抗肿瘤及品牌OTC题材受追捧，盘中股价大幅震荡。",
"news_titles": [
"神奇制药(600613)龙虎榜数据(08-26)",
"神奇制药(600613)龙虎榜数据(08-25)",
"神奇制药(600613)龙虎榜数据(08-24)",
"实控人弟弟清仓！600613，股价盘中巨震",
"神奇制药(600613)龙虎榜数据(08-21)"
]
},
{
"rank": 3,
"code": "000017",
"name": "深中华A",
"sector": "深主板",
"industry": "纺织服饰",
"concepts": [
"锂电池概念",
"粤港澳大湾区",
"两轮车",
"黄金概念",
"智能穿戴",
"纺织服饰",
"服装家纺",
"饰品",
"黄金加工"
],
"gain_pct": 73.5,
"latest_pct": 10.04,
"reason_tags": "黄金珠宝+珠宝加工+客户拓展",
"reason": "黄金板块走强带动，公司连续涨停（6连板）。",
"news_titles": [
"直线拉升！000017，5连板！",
"连收5个涨停！000017，换手率飙升",
"开盘猛拉！黄金股大爆发，000017，6连板",
"深中华A(000017)龙虎榜数据(08-26)",
"连收5个涨停！000017，换手率飙升｜快讯"
]
},
{
"rank": 4,
"code": "003040",
"name": "楚天龙",
"sector": "深主板",
"industry": "通信",
"concepts": [
"数字货币",
"移动支付",
"跨境支付(CIPS)",
"电子身份证",
"互联网金融",
"ETC",
"区块链",
"智慧政务",
"数据安全",
"信创",
"鸿蒙概念",
"国产操作系统",
"AI应用",
"量子科技",
"数字经济",
"AI智能体",
"DeepSeek概念",
"人工智能",
"物联网",
"华为概念",
"5G",
"消费电子概念",
"通信",
"通信设备",
"通信终端及配件",
"eSIM",
"量子通信"
],
"gain_pct": 59.54,
"latest_pct": 9.98,
"reason_tags": "数字人民币+AI政务+数字安全",
"reason": "数字人民币及AI政务概念受资金关注，股价连续涨停。",
"news_titles": [
"涨停、炸板、再涨停！003040，斩获5连板",
"半年亏超6000万元！003040，收获4连板",
"直线拉升！003040，斩获3连板",
"楚天龙(003040)龙虎榜数据(08-26)",
"楚天龙(003040)龙虎榜数据(08-24)"
]
},
{
"rank": 5,
"code": "603580",
"name": "艾艾精工",
"sector": "沪主板",
"industry": "基础化工",
"concepts": [
"人民币贬值受益",
"海峡两岸",
"消费电子概念",
"摘帽",
"基础化工",
"塑料制品",
"其他塑料制品",
"台资控股"
],
"gain_pct": 52.18,
"latest_pct": 10.0,
"reason_tags": "控制权拟变更+轻型输送带+精密金属结构件",
"reason": "控制权拟变更事项引发市场预期，股价创新高。",
"news_titles": [
"艾艾精工(603580)龙虎榜数据(08-19)",
"机构风向标 | 艾艾精工(603580)2026年二季度已披露持仓机构仅1家",
"艾艾精工(603580.SH)2026年中报净利润为566.89万元、较去年同期下降38.15%",
"午后多股异动！603580股价创新高",
"摘帽后迎“新主”！603580，10天8板！"
]
},
{
"rank": 6,
"code": "002084",
"name": "海鸥住工",
"sector": "深主板",
"industry": "轻工制造",
"concepts": [
"一带一路",
"空气能热泵",
"智能物流",
"智能家居",
"物联网",
"人民币贬值受益",
"海峡两岸",
"3D打印",
"轻工制造",
"家居用品",
"其他家居用品",
"台资控股",
"中越经济一体化"
],
"gain_pct": 51.44,
"latest_pct": 10.02,
"reason_tags": "控制权拟变更+装配式厨卫+越南制造",
"reason": "控制权拟变更，复牌后受资金关注。",
"news_titles": [
"海鸥住工(002084)龙虎榜数据(08-25)",
"002084，明日复牌！控制权拟变更",
"下周一复牌！002084，控制权拟变更",
"机构风向标 | 海鸥住工(002084)2026年二季度已披露前十大机构累计持仓占比46.71%",
"海鸥住工(002084.SZ)2026年中报净利润为-3996.12万元，同比亏损放大"
]
},
{
"rank": 7,
"code": "301591",
"name": "肯特股份",
"sector": "创业板",
"industry": "基础化工",
"concepts": [
"PCB概念",
"PEEK材料",
"比亚迪概念",
"新能源汽车",
"专精特新",
"商业航天",
"军工",
"卫星导航",
"海工装备",
"核电",
"风电",
"氢能源",
"医疗器械概念",
"基础化工",
"塑料制品",
"其他塑料制品"
],
"gain_pct": 51.12,
"latest_pct": 20.0,
"reason_tags": "PTFE+PCB覆铜板+PEEK材料+高性能工程塑料",
"reason": "PTFE、PEEK等新材料概念受资金关注。",
"news_titles": [
"肯特股份(301591)龙虎榜数据(08-27)",
"肯特股份(301591)龙虎榜数据(08-26)",
"肯特股份(301591)龙虎榜数据(08-25)",
"肯特股份(301591)龙虎榜数据(08-24)",
"肯特股份(301591)龙虎榜数据(08-21)"
]
},
{
"rank": 8,
"code": "600371",
"name": "万向德农",
"sector": "沪主板",
"industry": "农林牧渔",
"concepts": [
"转基因",
"玉米",
"粮食概念",
"农业种植",
"化肥",
"黑龙江自贸区",
"乡村振兴",
"农林牧渔",
"种植业与林业",
"种子生产",
"转基因研发",
"转基因种业"
],
"gain_pct": 47.54,
"latest_pct": 9.96,
"reason_tags": "转基因玉米+玉米种业+新品研发",
"reason": "转基因玉米种业概念受到市场关注。",
"news_titles": [
"万向德农(600371)龙虎榜数据(08-26)",
"万向德农(600371)龙虎榜数据(08-21)",
"万向德农(600371)龙虎榜数据(08-20)",
"万向德农(600371)龙虎榜数据(08-19)",
"机构风向标 | 万向德农(600371)2026年二季度已披露持仓机构仅5家"
]
},
{
"rank": 9,
"code": "002855",
"name": "捷荣技术",
"sector": "深主板",
"industry": "电子",
"concepts": [
"智能家居",
"风电",
"储能",
"虚拟现实",
"华为概念",
"智能穿戴",
"无线耳机",
"消费电子概念",
"电子",
"消费电子",
"消费电子零部件及组装"
],
"gain_pct": 32.83,
"latest_pct": 10.0,
"reason_tags": "折叠屏+精密结构件+亏损收窄",
"reason": "折叠屏概念活跃，叠加亏损收窄预期，股价走强。",
"news_titles": [
"捷荣技术(002855)龙虎榜数据(08-26)",
"捷荣技术(002855.SZ)：2026年中报净利润为-3884.17万元",
"今日130只个股突破半年线",
"今日盘中突破半年线个股",
"今日137只个股突破半年线"
]
},
{
"rank": 10,
"code": "002742",
"name": "冀衡医药",
"sector": "深主板",
"industry": "医药生物",
"concepts": [
"减肥药",
"流感",
"幽门螺杆菌概念",
"水泥概念",
"西部大开发",
"职业教育",
"一带一路",
"摘帽",
"医药生物",
"化学制药",
"化学制剂"
],
"gain_pct": 32.79,
"latest_pct": 10.1,
"reason_tags": "医药制造+半年报减亏+资产注入",
"reason": "半年报减亏叠加资产注入预期，受资金关注。",
"news_titles": [
"冀衡医药(002742)龙虎榜数据(08-26)",
"冀衡医药(002742.SZ)2026年中报净利润为-2013.85万元，同比亏损缩小",
"机构风向标 | 冀衡医药(002742)2026年二季度已披露持仓机构仅6家",
"冀衡医药(002742.SZ)：2026年中报净利润为-2013.85万元",
"今日84只个股突破半年线"
]
}
],
"five_day_theme": [
{
"theme": "国企改",
"count": 4,
"reps": [
"海鸥住工",
"冀衡医药",
"青山纸业",
"金健米业"
]
},
{
"theme": "储能锂电",
"count": 4,
"reps": [
"深中华A",
"肯特股份",
"康盛股份",
"捷荣技术"
]
},
{
"theme": "地产链",
"count": 3,
"reps": [
"海鸥住工",
"冀衡医药",
"捷荣技术"
]
},
{
"theme": "AI算力",
"count": 3,
"reps": [
"楚天龙",
"康盛股份",
"青山纸业"
]
},
{
"theme": "半导体",
"count": 3,
"reps": [
"楚天龙",
"肯特股份",
"捷荣技术"
]
},
{
"theme": "化工",
"count": 3,
"reps": [
"冀衡医药",
"万向德农",
"肯特股份"
]
},
{
"theme": "乡村振兴",
"count": 3,
"reps": [
"万向德农",
"青山纸业",
"金健米业"
]
},
{
"theme": "空气能热泵",
"count": 2,
"reps": [
"海鸥住工",
"康盛股份"
]
},
{
"theme": "物联网",
"count": 2,
"reps": [
"海鸥住工",
"楚天龙"
]
},
{
"theme": "海峡两岸",
"count": 2,
"reps": [
"海鸥住工",
"青山纸业"
]
},
{
"theme": "轻工制造",
"count": 2,
"reps": [
"海鸥住工",
"青山纸业"
]
},
{
"theme": "华为概念",
"count": 2,
"reps": [
"楚天龙",
"捷荣技术"
]
},
{
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