{
"date": "2026-08-31",
"schema_version": 2,
"data_markdown": "## 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| 黄金概念 | -2.50% | -0.08% | — |\n| 金属铅 | -2.16% | — | — |\n| 金属锌 | -2.15% | — | — |\n| 大豆 | -2.13% | — | — |\n| 转基因 | -2.13% | — | — |\n| 减肥药 | — | — | -7.41% |\n| 科创次新股 | — | — | -6.82% |\n| 国家大基金持股 | — | — | -6.35% |\n| 重组蛋白 | — | -0.69% | -6.65% |\n| CRO概念 | — | -0.57% | -7.87% |\n| 细胞免疫治疗 | — | -0.08% | — |\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## 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## 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** | **89** | 占比 87.3% |\n| **跌停家数** | **13** | 占比 12.7% |\n| 涨跌比 | **6.85** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **18** | 连续涨停个股数 |\n| 市场高度 | **6** 板 | 最高连板天数 |\n| **炸板率** | **25.8%** | 炸板 31 家 /（涨停 89 + 炸板 31），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| 2026-08-25 | 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| 2026-08-28 | 82 | 2 | 41.00 | 18 | 7 |\n| 2026-08-31 | 89 | 13 | 6.85 | 18 | 6 |\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** | **3182** | 58.9% | 全市场上涨个股数 |\n| **下跌家数** | **2218** | 41.1% | 全市场下跌个股数 |\n| 上涨/下跌比 | **1.43** | — | >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## 主力资金流向\n\n## 主力资金流向\n\n> **全市场主力净流入**：+62.23亿（上证指数，当日涨幅 +2.23%）；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| 人工智能 | +123.25亿 | +3.46% | +1.98% |\n| 虚拟现实 | +74.39亿 | +6.22% | +2.53% |\n| 液冷服务器 | +69.04亿 | +3.59% | +3.19% |\n| AI眼镜 | +63.18亿 | +5.43% | +3.20% |\n| 元宇宙概念 | +61.80亿 | +6.95% | +2.83% |\n| 百度概念 | +60.41亿 | +6.09% | +2.26% |\n| AIGC概念 | +60.32亿 | +6.66% | +4.27% |\n| 物联网 | +57.29亿 | +2.56% | +1.71% |\n| DeepSeek概念 | +55.96亿 | +4.30% | +2.11% |\n| 算力概念 | +55.31亿 | +2.44% | +2.16% |\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| 基金重仓 | -80.46亿 | -2.10% | +0.83% |\n| 沪股通 | -78.99亿 | -0.87% | +0.43% |\n| 融资融券 | -76.88亿 | -0.41% | +0.70% |\n| 富时罗素 | -76.52亿 | -0.78% | +0.11% |\n| 宁组合 | -67.37亿 | -10.92% | -1.06% |\n| 权重股 | -60.55亿 | -3.06% | +0.93% |\n| 光伏概念 | -58.68亿 | -3.25% | +0.28% |\n| MSCI中国 | -56.36亿 | -0.61% | +0.24% |\n| AH股 | -54.47亿 | -1.94% | +0.18% |\n| 小金属概念 | -53.63亿 | -4.62% | -1.06% |\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 | 688825 | 长鑫科技 | 209.35 | -1.01% | 7.94% | 58.01 |\n| 2 | 300308 | 中际旭创 | 189.26 | -0.75% | 2.02% | 851.90 |\n| 3 | 600183 | 生益科技 | 157.42 | +5.32% | 4.31% | 153.40 |\n| 4 | 688256 | 寒武纪 | 131.44 | +6.26% | 1.94% | 1112.18 |\n| 5 | 600487 | 亨通光电 | 127.38 | -1.92% | 7.78% | 67.38 |\n| 6 | 603986 | 兆易创新 | 126.71 | +2.31% | 4.73% | 406.00 |\n| 7 | 300502 | 新易盛 | 123.89 | +0.72% | 2.49% | 401.87 |\n| 8 | 300274 | 阳光电源 | 101.13 | -6.34% | 6.94% | 91.50 |\n| 9 | 000938 | 紫光股份 | 100.50 | +8.53% | 9.34% | 38.95 |\n| 10 | 601899 | 紫金矿业 | 98.45 | -2.83% | 1.44% | 33.67 |\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 | 46.67% | +10.00% | 控制权拟变更且高溢价收购，叠加高盛入股，连续一字涨停 |\n| 2 | 000712 | 锦龙股份 | 深主板 | 非银金融 | 46.50% | +10.00% | 筹划重大资产重组，叠加券商板块异动及大金融爆发 |\n| 3 | 600371 | 万向德农 | 沪主板 | 农林牧渔 | 46.37% | +9.97% | 粮食危机警告下转基因玉米种业受关注，9天6板 |\n| 4 | 002855 | 捷荣技术 | 深主板 | 电子 | 46.36% | +9.97% | 折叠屏概念及精密结构件业务受资金关注，中报仍亏损 |\n| 5 | 002886 | 沃特股份 | 深主板 | 基础化工 | 36.59% | +10.00% | 中报净利润同比增长近49%，人形机器人材料概念受关注 |\n| 6 | 600540 | 新赛股份 | 沪主板 | 农林牧渔 | 35.28% | +10.10% | 中报净利润同比大增1819.68%，业绩驱动股价上涨 |\n| 7 | 002418 | 康盛股份 | 深主板 | 家用电器 | 33.09% | +10.00% | 液冷及算力概念受资金追捧，但中报业绩同比下滑 |\n| 8 | 603269 | 海鸥股份 | 沪主板 | 机械设备 | 32.39% | +10.01% | 中报增长叠加液冷服务器及核电冷却概念，受资金关注 |\n| 9 | 600227 | 赤天化 | 沪主板 | 基础化工 | 32.28% | +10.04% | 中报扭亏为盈，叠加甲醇、煤化工等题材活跃 |\n| 10 | 002396 | 星网锐捷 | 深主板 | 通信 | 30.87% | +10.00% | 中报业绩增长75.86%，拟收购光通信股权受关注 |\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 | 002084 | 海鸥住工 | 深主板 | 轻工制造 | 87.65% | +10.00% | 控制权拟变更及溢价收购引发资金追捧，连续涨停 |\n| 2 | 002855 | 捷荣技术 | 深主板 | 电子 | 58.31% | +9.97% | 折叠屏概念催化，叠加亏损收窄，股价涨停 |\n| 3 | 600371 | 万向德农 | 沪主板 | 农林牧渔 | 55.90% | +9.97% | 粮食危机预期升温，转基因玉米种业概念受追捧 |\n| 4 | 000712 | 锦龙股份 | 深主板 | 非银金融 | 46.67% | +10.00% | 大金融板块异动，公司筹划重大资产重组，股价涨停 |\n| 5 | 002886 | 沃特股份 | 深主板 | 基础化工 | 42.07% | +10.00% | 人形机器人概念催化，中报净利润同比增长48.99% |\n| 6 | 002418 | 康盛股份 | 深主板 | 家用电器 | 37.85% | +10.00% | 受益液冷、算力概念，市场关注度提升 |\n| 7 | 600227 | 赤天化 | 沪主板 | 基础化工 | 34.40% | +10.04% | 中报扭亏为盈，叠加甲醇尿素煤化工概念 |\n| 8 | 000560 | 我爱我家 | 深主板 | 房地产 | 34.26% | +9.85% | 地产板块大爆发，公司中报净利增长，经纪业务受益 |\n| 9 | 603269 | 海鸥股份 | 沪主板 | 机械设备 | 33.99% | +10.01% | 中报净利润增长，叠加液冷服务器、核电冷却概念 |\n| 10 | 603113 | 金能科技 | 沪主板 | 基础化工 | 29.70% | +9.96% | 暂未获取到有效信息 |\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\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| AI视频 | +5.74% | +9.09% | — | — |\n| 短剧游戏 | +5.35% | +8.17% | — | — |\n| 快手概念 | +3.84% | — | — | — |\n| AI语料 | +3.76% | — | — | — |\n| 知识产权保护 | +3.64% | — | — | — |\n| 富士康概念 | +3.59% | +7.01% | — | — |\n| 智能音箱 | +3.48% | — | — | — |\n| 智谱AI | +3.33% | — | — | — |\n| AI手机 | +3.32% | +7.24% | — | — |\n| 文化传媒概念 | +3.27% | — | — | — |\n| 玉米 | — | +9.12% | +11.87% | — |\n| 转基因 | — | +8.85% | +12.59% | — |\n| 粮食概念 | — | +8.73% | +11.46% | — |\n| 大豆 | — | — | +8.47% | — |\n| WiFi6 | — | +7.47% | — | — |\n| 抖音概念(字节概念) | — | +7.01% | — | — |\n| 深圳国企改革 | — | +6.96% | +5.43% | — |\n| 化肥 | — | — | +6.04% | — |\n| 煤炭概念 | — | — | +5.90% | — |\n| 农业种植 | — | — | +5.56% | — |\n| 煤化工概念 | — | — | +5.37% | — |\n| 供销社 | — | — | +4.81% | — |\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## 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 | 金牛化工 | +10.02% | — |\n| 2 | 我爱我家 | +9.85% | — |\n| 3 | 金健米业 | +2.29% | — |\n| 4 | 金 螳 螂 | +10.00% | — |\n| 5 | 中文在线 | +20.02% | — |\n| 6 | 浪潮信息 | +9.99% | — |\n| 7 | 天娱数科 | +2.29% | — |\n| 8 | 长鑫科技 | -1.01% | — |\n| 9 | 宇树科技-W | -3.44% | — |\n| 10 | 紫光股份 | +8.53% | — |\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 | 金牛化工 | +10.02% | — |\n| 2 | 金健米业 | +2.29% | — |\n| 3 | 宇树科技 | -3.44% | — |\n| 4 | 长鑫科技 | -1.01% | — |\n| 5 | 我爱我家 | +9.85% | — |\n| 6 | 亨通光电 | -1.92% | — |\n| 7 | 金螳螂 | +10.00% | — |\n| 8 | 香江控股 | -7.28% | — |\n| 9 | 天娱数科 | +2.29% | — |\n| 10 | 哈药股份 | +1.33% | — |\n\n\n\n---\n\n## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 88 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| ⚡海鸥住工 | 002084 | 6.38 | 10.00% | 轻工制造 | 空气能热泵、一带一路、智能物流 | 控制权拟变更+装配式厨卫+越南制造 |\n\n### 5连板（2 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 | 16.10 | 9.97% | 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 | 12.69 | 9.97% | 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\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| 锦龙股份 | 000712 | 12.98 | 10.00% | 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\n### 3连板（4 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| 星网锐捷 | 002396 | 40.36 | 10.00% | 通信 | WiFi 6、F5G概念、共封装光学(CPO) | 数据中心交换机+光通信+福建国资 |\n| 沃特股份 | 002886 | 29.04 | 10.00% | 塑料 | PEEK材料、PCB概念、新型烟草(电子烟) | PTFE薄膜+人形机器人+半年报增长 |\n| 海鸥股份 | 603269 | 24.40 | 10.01% | 机械设备 | 液冷服务器、数据中心(AIDC)、海峡两岸 | 中报增长+液冷服务器+核电冷却 |\n| 新赛股份 | 600540 | 5.56 | 10.10% | 农林牧渔 | 粮食概念、土地流转、农业种植 | 业绩增长+棉花全产业链+棉蛋白 |\n\n### 二连板（10 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| 金牛化工 | 600722 | 16.80 | 10.02% | 基础化工 | 煤化工概念、国企改革、风电 | 中报增长+甲醇提价+风电项目 |\n| 竞业达 | 003005 | 16.53 | 9.98% | 计算机 | 在线教育、职业教育、AIGC概念 | AI教育+智能体+智慧招考+智慧轨道 |\n| ⚡福建金森 | 002679 | 11.74 | 10.03% | 林业Ⅱ | 特色小镇、国企改革、碳中和 | 林业主业+海峡两岸+国有控股+中报亏损收窄 |\n| 中通国脉 | 603559 | 10.54 | 10.02% | 通信 | 时空大数据、云计算、东数西算(算力) | 算力+通信服务+低空经济+半年报扭亏 |\n| ⚡深物业A | 000011 | 10.07 | 10.05% | 房地产 | 深圳国企改革、物业管理、化债概念(AMC概念) | 房地产开发+物业管理+深圳国资 |\n| 国芳集团 | 601086 | 9.17 | 9.95% | 商业贸易 | IP经济(谷子经济)、参股券商、西部大开发 | 半年报增长+新零售+连锁零售 |\n| 时代出版 | 600551 | 8.25 | 10.00% | 传媒 | 高股息精选、参股券商、国企改革 | 中报扣非增长+AI出版+教育服务+出版主业 |\n| 赤天化 | 600227 | 5.04 | 10.04% | 基础化工 | 煤炭概念、化肥、煤化工概念 | 中报扭亏+甲醇+尿素+煤化工 |\n| 潞化科技 | 600691 | 3.23 | 9.86% | 基础化工 | 煤化工概念、化肥、天然气 | 业绩扭亏+化肥+煤气化 |\n| ⚡我爱我家 | 000560 | 2.90 | 9.85% | 房地产 | 租售同权、物业管理、京津冀一体化 | 净利增长+房产经纪+AI应用 |\n\n### 首板（70 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| 瑞芯微 | 603893 | 194.59 | 10.00% | 电子 | 中国AI 50、智能音箱、汽车芯片 | Microduck催化+端侧AI+AIoT芯片+半年报增长 |\n| 永新光学 | 603297 | 115.86 | 10.00% | 电子 | 光刻机、芯片概念、AI眼镜 | 半导体光学+光刻机+精密光学+商业航天 |\n| 大族激光 | 002008 | 96.38 | 10.00% | 机械设备 | 光纤概念、玻璃基板、光刻机 | AI PCB+空芯光纤+消费电子 |\n| 红板科技 | 603459 | 94.97 | 10.00% | 电子 | 共封装光学(CPO)、PCB概念、富士康概念 | 光模块PCB+HDI扩产+存储载板 |\n| 浪潮信息 | 000977 | 85.18 | 9.99% | 计算机 | 中国AI 50、英伟达概念、液冷服务器 | 中报增长+AI算力+液冷服务器 |\n| 长源东谷 | 603950 | 65.84 | 10.01% | 汽车 | 汽车电子、比亚迪概念、新能源汽车 | 燃机出海+混动零部件+发动机零部件 |\n| 移远通信 | 603236 | 61.64 | 9.99% | 通信 | 星闪概念、卫星导航、智能座舱 | 端侧AI+人形机器人+物联网模组+中报增长 |\n| 泰坦股份 | 003036 | 59.61 | 10.00% | 机械设备 | 固态电池、锂电池概念、新型工业化 | 电子布织机+固态电池+机器人概念+纺织机械 |\n| 华是科技 | 301218 | 58.14 | 20.00% | 计算机 | 数据安全、网络安全、智慧政务 | 电力资质+智慧城市+AI应用 |\n| 华达科技 | 603358 | 49.72 | 10.00% | 汽车 | 人形机器人、一体化压铸、特斯拉概念 | 人形机器人+新能源汽车零部件+数智化升级 |\n| 金富科技 | 003018 | 49.38 | 10.00% | 轻工制造 | 富士康概念、液冷服务器、东数西算(算力) | 液冷散热+业绩增长+定增扩产 |\n| 美格智能 | 002881 | 44.90 | 10.00% | 通信 | 移动支付、车联网(车路协同)、机器视觉 | 端侧AI+高算力模组+机器人 |\n| 宏盛股份 | 603090 | 42.13 | 10.00% | 机械设备 | 液冷服务器、新能源汽车、数据中心(AIDC) | 液冷服务器+氢能源+铝制板翅式换热器+海外扩张 |\n| 德才股份 | 605287 | 41.58 | 10.00% | 建筑装饰 | 虚拟现实、AI视频、AIGC概念 | AI漫剧+AI应用+建筑装饰+股权激励 |\n| 悍高集团 | 001221 | 41.27 | 9.99% | 轻工制造 | 跨境电商、粤港澳大湾区、轻工制造 | 家居五金+存量翻新+产能释放 |\n| 博通集成 | 603068 | 39.31 | 9.99% | 电子 | WiFi 6、MCU芯片、汽车芯片 | 端侧AI+无线芯片+业绩增长 |\n| 康惠股份 | 603139 | 38.09 | 9.99% | 医药生物 | 东数西算(算力)、牙科医疗、算力租赁 | 中报扭亏+算力服务+中药 |\n| 力鼎光电 | 605118 | 32.82 | 9.99% | 计算机 | 专精特新、机器人概念、机器视觉 | 光学镜头+机器视觉+低空经济+中报增长 |\n| 宇环数控 | 002903 | 31.85 | 10.02% | 机械设备 | 富士康概念、苹果概念、消费电子概念 | 机器人+消费电子+数控机床 |\n| 艾华集团 | 603989 | 31.46 | 10.00% | 电子 | 5G、液冷服务器、固态电池 | 半年报增长+MLPC+薄膜电容器+AI服务器 |\n| 荣信文化 | 301231 | 31.28 | 19.98% | 传媒 | AI视频、短剧游戏、ChatGPT概念 | AI漫剧+AI应用+少儿图书 |\n| 金帝股份 | 603270 | 30.25 | 10.00% | 机械设备 | 减速器、人形机器人、商业航天 | 液冷散热+人形机器人+轴承保持架 |\n| 中文在线 | 300364 | 27.28 | 20.02% | 数字媒体 | AI视频、快手概念、AI语料 | AI短剧+海外短剧+IP资产 |\n| 亿田智能 | 300911 | 26.63 | 20.01% | 家用电器 | AIGC概念、算力租赁、腾讯概念 | 算力中心+服务器采购+集成灶 |\n| 晨丰科技 | 603685 | 26.43 | 9.99% | 电子 | 家用电器、长三角一体化、风电 | 储能+绿电算力+增量配电网 |\n| 联诚精密 | 002921 | 23.22 | 10.00% | 汽车 | 减速器、机器人概念、新能源汽车 | 机器人+精密制造+中报扭亏 |\n| 天目药业 | 600671 | 22.86 | 10.01% | 医药生物 | 眼科医疗、医疗器械概念、国企改革 | 中药制造+国企背景+控股权转让 |\n| 梦天家居 | 603216 | 22.65 | 10.00% | 轻工制造 | 参股银行、工业互联网、智能家居 | 木作转型+高端全屋定制 |\n| 掌阅科技 | 603533 | 22.59 | 9.98% | 数字媒体 | AI视频、AI语料、短剧游戏 | 短剧出海+数字阅读+中报减亏 |\n| 海看股份 | 301262 | 22.33 | 19.99% | 广告营销 | IP经济(谷子经济)、短剧游戏、文化传媒概念 | AI漫剧+微短剧+IPTV |\n| 海天精工 | 601882 | 21.91 | 9.99% | 机械设备 | 新型工业化、工业母机、高端装备 | 半年报增长+工业母机+五轴机床 |\n| 深圳新星 | 603978 | 20.92 | 9.99% | 有色金属 | PVDF概念、氟化工概念、钠离子电池 | 六氟磷酸锂+三氟化硼+铝基新材+半年报扭亏 |\n| 冠龙节能 | 301151 | 20.74 | 20.02% | 机械设备 | 新型城镇化、地下管网、雄安新区 | 数据中心液冷+智慧水务+节水阀门 |\n| 中广天择 | 603721 | 19.10 | 10.02% | 传媒 | 快手概念、AI视频、小红书概念 | AI语料+传媒内容+控股变更 |\n| 上海电影 | 601595 | 18.33 | 10.02% | 传媒 | 文化传媒概念、手机游戏、IP经济(谷子经济) | 院线经营+IP商业化+上海国资 |\n| 圣龙股份 | 603178 | 17.85 | 9.98% | 汽车 | 数字经济、减速器、共同富裕示范区 | 液冷油泵+机器人+汽车热管理+中报扭亏 |\n| 南兴股份 | 002757 | 17.48 | 10.01% | 机械设备 | 算力租赁、云计算、网络安全 | 半年报增长+AI智算+家具装备 |\n| 芒果超媒 | 300413 | 16.98 | 20.00% | 数字媒体 | 短剧游戏、文化传媒概念、IP经济(谷子经济) | AIGC长剧+AI应用+微短剧 |\n| 西子洁能 | 002534 | 16.52 | 9.99% | 电力设备 | 钙钛矿电池、商业航天、大飞机 | 算力储能+燃机锅炉+在手订单 |\n| 常润股份 | 603201 | 16.37 | 10.01% | 汽车 | 跨境电商、人民币贬值受益、专精特新 | 汽车电子+汽车维修保养设备+收购达峰+全球供应链 |\n| 首创证券 | 601136 | 15.86 | 9.99% | 非银金融 | 期货概念、国企改革、京津冀一体化 | 证券+资管业务+北京国资 |\n| 荣亿精密 | 920223 | 15.83 | 29.97% | 机械设备 | 比亚迪概念、新能源汽车、汽车电子 | |\n| 名雕股份 | 002830 | 15.77 | 9.97% | 建筑装饰 | 粤港澳大湾区、物业管理、华为概念 | 房地产产业链+住宅装饰+半年报增长 |\n| 安奈儿 | 002875 | 14.49 | 10.02% | 纺织服装 | 广东自贸区、跨境电商、IP经济(谷子经济) | 跨境电商+童装品牌+半年报改善 |\n| 智光电气 | 002169 | 13.41 | 10.01% | 电力设备 | 芯片概念、光伏概念、特高压 | 重组终止+储能+固态变压器+业绩扭亏 |\n| 万通发展 | 600246 | 13.33 | 9.98% | 房地产 | 存储芯片、芯片概念、5G | 高速交换芯片+AI算力+科技转型 |\n| 诺德股份 | 600110 | 12.03 | 9.96% | 电力设备 | PET铜箔、PCB概念、固态电池 | 高端PCB+锂电铜箔+聚焦主业 |\n| 龙版传媒 | 605577 | 10.62 | 10.05% | 传媒 | IP经济(谷子经济)、黑龙江自贸区、文化传媒概念 | 出版发行+图书增长+黑龙江国资 |\n| 永吉股份 | 603058 | 10.32 | 10.02% | 轻工制造 | 烟草、短剧游戏、IP经济(谷子经济) | AIGC短剧+管制药品+半年报增长 |\n| 奥康国际 | 603001 | 9.03 | 9.99% | 纺织服装 | C2M概念、跨境电商、体育产业 | 皮鞋制造+线上电商+半年报扭亏 |\n| 流金科技 | 920021 | 8.85 | 29.96% | 电视广播 | 芯片概念、DeepSeek概念、人工智能 | |\n| 新朋股份 | 002328 | 8.50 | 9.96% | 汽车 | 储能、长三角一体化、创投 | 液冷机柜+海外交付+中报增长 |\n| 茂硕电源 | 002660 | 8.38 | 9.97% | 电子 | 体育产业、换电概念、创投 | 机器人电源+LED电源+济南国资 |\n| 浔兴股份 | 002098 | 8.15 | 9.99% | 纺织服装 | 网红经济、跨境电商、跨境支付(CIPS) | 拉链业务+跨境电商+越南建厂 |\n| 绿色动力 | 601330 | 7.81 | 10.00% | 公用事业 | 生物质能发电、绿色电力、国企改革 | 中报增长+绿色电力+垃圾焚烧+北京国资 |\n| 贤丰控股 | 002141 | 7.10 | 10.08% | 电子 | 广东自贸区、PCB概念、消费电子概念 | 覆铜板+拟布局PCB+动物保健 |\n| 梦百合 | 603313 | 6.74 | 9.95% | 轻工制造 | C2M概念、跨境电商、智能家居 | 记忆绵家居+境外电商+盈利修复 |\n| 金 螳 螂 | 002081 | 6.16 | 10.00% | 建筑装饰 | 新型城镇化、装配式建筑、数字孪生 | 项目中标+建筑装饰+洁净室+参建数据中心 |\n| 金能科技 | 603113 | 6.07 | 9.96% | 基础化工 | 煤化工概念、煤炭概念、氢能源 | 焦炭+烯烃+循环化工 |\n| 集泰股份 | 002909 | 6.02 | 10.05% | 基础化工 | 装配式建筑、新型城镇化、雄安新区 | 液冷硅油+新能源胶+密封胶 |\n| 美盈森 | 002303 | 5.69 | 10.06% | 轻工制造 | 消费电子概念、海峡两岸、军民融合 | 包装一体化+消费电子包装+模切业务+海外产能 |\n| 博纳影业 | 001330 | 5.61 | 10.00% | 传媒 | 短剧游戏、文化传媒概念、AI视频 | 影视院线+AI影视+重点影片 |\n| 康盛股份 | 002418 | 5.39 | 10.00% | 家用电器 | 空气能热泵、算力租赁、石墨烯 | 液冷+算力+家电制冷 |\n| 郑州煤电 | 600121 | 4.91 | 10.09% | 煤炭 | 煤炭概念、国企改革、数据要素 | 煤炭+算力+国企改革 |\n| 大晟文化 | 600892 | 4.42 | 9.95% | 传媒 | 短剧游戏、抖音概念(字节概念)、文化传媒概念 | 短剧+影视剧+网络游戏 |\n| 欢瑞世纪 | 000892 | 4.30 | 9.97% | 传媒 | 短剧游戏、文化传媒概念、IP经济(谷子经济) | 互动影游+AIGC+影视制作 |\n| 亚厦股份 | 002375 | 4.07 | 10.00% | 建筑装饰 | 装配式建筑、新型城镇化、光伏建筑一体化 | 装配式装修+3D建筑打印+建筑装饰+洁净室拓展 |\n| ◉天保基建 | 000965 | 3.62 | 10.03% | 房地产 | 物业管理、养老概念、参股券商 | 房地产+主题园区+天津国资 |\n| ⚡广宇集团 | 002133 | 3.10 | 9.93% | 房地产 | 物业管理、养老概念、乡村振兴 | 房地产开发+银发康养+贸易+股份回购 |\n| 吉视传媒 | 601929 | 2.57 | 9.83% | 电视广播 | 短剧游戏、文化传媒概念、在线教育 | AI应用+智慧广电+算力租赁 |\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| 人工智能 | 24 | 我爱我家、福建金森、亚厦股份、欢瑞世纪、芒果超媒、瑞芯微、金 螳 螂、美格智能 |\n| 国企改革 | 21 | 深物业A、天保基建、福建金森、新赛股份、潞化科技、芒果超媒、中广天择、绿色动力 |\n| 机器人概念 | 21 | 广宇集团、沃特股份、潞化科技、金帝股份、芒果超媒、瑞芯微、艾华集团、宇环数控 |\n| 芯片概念 | 19 | 沃特股份、智光电气、金帝股份、梦天家居、瑞芯微、深圳新星、金 螳 螂、宇环数控 |\n| 华为概念 | 18 | 我爱我家、亚厦股份、沃特股份、捷荣技术、芒果超媒、瑞芯微、艾华集团、宇环数控 |\n| AIGC概念 | 17 | 我爱我家、欢瑞世纪、芒果超媒、德才股份、博纳影业、竞业达、掌阅科技、荣信文化 |\n| 新能源汽车 | 17 | 沃特股份、诺德股份、金帝股份、艾华集团、集泰股份、宇环数控、新朋股份、康盛股份 |\n| 东数西算(算力) | 17 | 西子洁能、金富科技、康盛股份、美格智能、郑州煤电、中通国脉、晨丰科技、竞业达 |\n| AI应用 | 17 | 欢瑞世纪、芒果超媒、中广天择、德才股份、博纳影业、竞业达、掌阅科技、荣信文化 |\n| 文化传媒概念 | 16 | 欢瑞世纪、芒果超媒、中广天择、德才股份、博纳影业、掌阅科技、荣信文化、上海电影 |\n\n\n> 前一日无同花顺概念达到涨停 ≥3 家。\n\n",
"meta_by_name": {
"板块跌幅排行": {
"date": "2026-08-31",
"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）。",
"day": [
{
"rank": 1,
"name": "黄金概念",
"pct": -2.5
},
{
"rank": 2,
"name": "金属铅",
"pct": -2.16
},
{
"rank": 3,
"name": "金属锌",
"pct": -2.15
},
{
"rank": 4,
"name": "大豆",
"pct": -2.13
},
{
"rank": 5,
"name": "转基因",
"pct": -2.13
}
],
"five_day": [
{
"rank": 1,
"name": "重组蛋白",
"pct": -0.69
},
{
"rank": 2,
"name": "CRO概念",
"pct": -0.57
},
{
"rank": 3,
"name": "细胞免疫治疗",
"pct": -0.08
},
{
"rank": 4,
"name": "黄金概念",
"pct": -0.08
}
],
"ten_day": [
{
"rank": 1,
"name": "CRO概念",
"pct": -7.87
},
{
"rank": 2,
"name": "减肥药",
"pct": -7.41
},
{
"rank": 3,
"name": "科创次新股",
"pct": -6.82
},
{
"rank": 4,
"name": "重组蛋白",
"pct": -6.65
},
{
"rank": 5,
"name": "国家大基金持股",
"pct": -6.35
}
]
},
"指数行情与量能": {
"date": "2026-08-31",
"indices": {
"000001": {
"name": "上证指数",
"daily": [
{
"date": "2026-08-25",
"close": 3889.445438293291,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 8588.742289220001
},
{
"date": "2026-08-26",
"close": 3912.5254075241237,
"vol_wan": 0.0,
"close_pct": 0.5934000000000106,
"vol_pct": NaN,
"amt_yi": 8572.23487993
},
{
"date": "2026-08-27",
"close": 3956.57261856203,
"vol_wan": 0.0,
"close_pct": 1.125799999999999,
"vol_pct": NaN,
"amt_yi": 10102.265739550001
},
{
"date": "2026-08-28",
"close": 3952.1808229554263,
"vol_wan": 0.0,
"close_pct": -0.11100000000000554,
"vol_pct": NaN,
"amt_yi": 9703.651521130001
},
{
"date": "2026-08-31",
"close": 3986.3,
"vol_wan": 0.0,
"close_pct": 0.8632999999999891,
"vol_pct": NaN,
"amt_yi": 10142.9255
}
]
},
"399006": {
"name": "创业板指",
"daily": [
{
"date": "2026-08-25",
"close": 3397.512611349039,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 4665.9934964962
},
{
"date": "2026-08-26",
"close": 3414.8806958182554,
"vol_wan": 0.0,
"close_pct": 0.5112000000000005,
"vol_pct": NaN,
"amt_yi": 4465.1560931025
},
{
"date": "2026-08-27",
"close": 3473.3536979727514,
"vol_wan": 0.0,
"close_pct": 1.7123,
"vol_pct": NaN,
"amt_yi": 5457.0184008513
},
{
"date": "2026-08-28",
"close": 3424.4002509535235,
"vol_wan": 0.0,
"close_pct": -1.409400000000005,
"vol_pct": NaN,
"amt_yi": 5482.3492426926005
},
{
"date": "2026-08-31",
"close": 3438.68,
"vol_wan": 0.0,
"close_pct": 0.4170000000000007,
"vol_pct": NaN,
"amt_yi": 5321.513
}
]
},
"000688": {
"name": "科创50",
"daily": [
{
"date": "2026-08-25",
"close": 1604.5939173036768,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 752.93140094
},
{
"date": "2026-08-26",
"close": 1632.0212411321486,
"vol_wan": 0.0,
"close_pct": 1.7093000000000025,
"vol_pct": NaN,
"amt_yi": 793.56925304
},
{
"date": "2026-08-27",
"close": 1693.4815290519443,
"vol_wan": 0.0,
"close_pct": 3.765900000000011,
"vol_pct": NaN,
"amt_yi": 1017.83285788
},
{
"date": "2026-08-28",
"close": 1662.1504272829543,
"vol_wan": 0.0,
"close_pct": -1.850099999999999,
"vol_pct": NaN,
"amt_yi": 851.4508553200001
},
{
"date": "2026-08-31",
"close": 1684.39,
"vol_wan": 0.0,
"close_pct": 1.3379999999999947,
"vol_pct": NaN,
"amt_yi": 907.63438
}
]
},
"000852": {
"name": "中证2000（小微盘）",
"daily": [
{
"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": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3717.3958529799997
},
{
"date": "2026-08-27",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 4161.00053453
},
{
"date": "2026-08-28",
"close": 3149.1767418048003,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 4347.74185513
},
{
"date": "2026-08-31",
"close": 3180.13,
"vol_wan": 0.0,
"close_pct": 0.9829000000000088,
"vol_pct": NaN,
"amt_yi": 4239.8566
}
]
}
},
"charts": {
"index_change": {
"names": [
"上证指数",
"创业板指",
"科创50",
"中证2000（小微盘）"
],
"vals": [
0.86,
0.42,
1.34,
0.98
]
},
"index_amount": {
"labels": [
"08-25",
"08-26",
"08-27",
"08-28",
"08-31"
],
"series": {
"上证指数": [
8589.0,
8572.0,
10102.0,
9704.0,
10143.0
],
"创业板指": [
4666.0,
4465.0,
5457.0,
5482.0,
5322.0
],
"科创50": [
753.0,
794.0,
1018.0,
851.0,
908.0
],
"中证2000（小微盘）": [
3796.0,
3717.0,
4161.0,
4348.0,
4240.0
]
},
"colors": {
"上证指数": "#1f77b4",
"科创50": "#ff7f0e",
"创业板指": "#ffd700",
"中证2000（小微盘）": "#2ca02c"
}
},
"auction": {
"labels": [
"08-25",
"08-26",
"08-27",
"08-28",
"08-31"
],
"series": {
"创业板指": [
13.58,
12.27,
18.12,
23.53,
24.29
],
"科创50": [
4.93,
3.99,
6.65,
5.84,
7.09
]
},
"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"
]
},
"涨跌停情绪": {
"date": "2026-08-31",
"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": [
"2026-08-25",
"2026-08-26",
"2026-08-27",
"2026-08-28",
"2026-08-31"
],
"limit_up": [
70.0,
56.0,
78.0,
82.0,
89.0
],
"limit_down": [
4.0,
2.0,
4.0,
2.0,
13.0
],
"ratio": [
17.5,
28.0,
19.5,
41.0,
6.85
],
"lianban_count": [
9.0,
13.0,
16.0,
18.0,
18.0
],
"market_height": [
5.0,
5.0,
6.0,
7.0,
6.0
],
"bomb_count": 31,
"bomb_rate": 25.8
}
},
"市场广度": {
"date": "2026-08-31",
"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": [
"2026-08-25",
"2026-08-26",
"2026-08-27",
"2026-08-28",
"2026-08-31"
],
"up_count": [
4234.0,
2945.0,
3393.0,
3013.0,
3182.0
],
"down_count": [
1246.0,
2448.0,
1945.0,
2390.0,
2218.0
],
"ratio": [
3.4,
1.2,
1.74,
1.26,
1.43
]
}
},
"主力资金流向": {
"date": "2026-08-31",
"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": "2026-08-31",
"top_turnover": [
{
"rank": 1,
"code": "688825",
"name": "长鑫科技",
"amount": 20934657505.93,
"pct": -1.006826,
"turnover_rate": 7.943,
"price": 58.01
},
{
"rank": 2,
"code": "300308",
"name": "中际旭创",
"amount": 18925701851.77,
"pct": -0.7514419999999999,
"turnover_rate": 2.02,
"price": 851.9
},
{
"rank": 3,
"code": "600183",
"name": "生益科技",
"amount": 15742216788.67,
"pct": 5.320975,
"turnover_rate": 4.308,
"price": 153.4
},
{
"rank": 4,
"code": "688256",
"name": "寒武纪",
"amount": 13143617811.67,
"pct": 6.262958,
"turnover_rate": 1.939,
"price": 1112.18
},
{
"rank": 5,
"code": "600487",
"name": "亨通光电",
"amount": 12738482839.91,
"pct": -1.921397,
"turnover_rate": 7.779999999999999,
"price": 67.38
},
{
"rank": 6,
"code": "603986",
"name": "兆易创新",
"amount": 12671318469.75,
"pct": 2.313391,
"turnover_rate": 4.73,
"price": 406.0
},
{
"rank": 7,
"code": "300502",
"name": "新易盛",
"amount": 12389377291.01,
"pct": 0.719298,
"turnover_rate": 2.488,
"price": 401.87
},
{
"rank": 8,
"code": "300274",
"name": "阳光电源",
"amount": 10112776299.13,
"pct": -6.33637,
"turnover_rate": 6.944999999999999,
"price": 91.5
},
{
"rank": 9,
"code": "000938",
"name": "紫光股份",
"amount": 10049718393.7,
"pct": 8.526052,
"turnover_rate": 9.337,
"price": 38.95
},
{
"rank": 10,
"code": "601899",
"name": "紫金矿业",
"amount": 9844983991.73,
"pct": -2.828283,
"turnover_rate": 1.44,
"price": 33.67
}
],
"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。"
},
"强势股复盘": {
"date": "2026-08-31",
"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": [
"空气能热泵",
"一带一路",
"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",
"粤港澳大湾区",
"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": 46.67,
"latest_pct": 10.0,
"reason_tags": "控制权拟变更+装配式厨卫+越南制造",
"reason": "控制权拟变更且高溢价收购，叠加高盛入股，连续一字涨停",
"news_titles": [
"高盛押中大牛股！002084一字涨停，6连板！",
"海鸥住工(002084)龙虎榜数据(08-28)",
"开盘直接一字封死！002084 ，五连板，这只小票火了",
"8亿元、溢价72%收购！002084，5个“一字”涨停",
"海鸥住工(002084)龙虎榜数据(08-25)"
]
},
{
"rank": 2,
"code": "000712",
"name": "锦龙股份",
"sector": "深主板",
"industry": "非银金融",
"concepts": [
"期货概念",
"算力租赁",
"粤港澳大湾区",
"股权转让(并购重组)",
"非银金融",
"证券",
"证券Ⅲ"
],
"gain_pct": 46.5,
"latest_pct": 10.0,
"reason_tags": "证券业务+算力租赁+重大重组",
"reason": "筹划重大资产重组，叠加券商板块异动及大金融爆发",
"news_titles": [
"锦龙股份(000712)龙虎榜数据(08-28)",
"“牛市旗手”异动拉升！000712、600095涨停！",
"大金融股，集体爆发！000712、600095涨停",
"8月21日-23日晚间重要公告 | 000712、301419 筹划重大资产重组",
"机构风向标 | 锦龙股份(000712)2026年二季度已披露持仓机构仅6家"
]
},
{
"rank": 3,
"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",
"农作物种业"
],
"gain_pct": 46.37,
"latest_pct": 9.97,
"reason_tags": "转基因玉米+玉米种业+新品研发",
"reason": "粮食危机警告下转基因玉米种业受关注，9天6板",
"news_titles": [
"粮食危机警告不断！600371，开盘一字涨停",
"600371，9天6板！",
"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)"
]
},
{
"rank": 4,
"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",
"无线耳机",
"智能穿戴",
"消费电子概念",
"电子",
"消费电子",
"消费电子零部件及组装"
],
"gain_pct": 46.36,
"latest_pct": 9.97,
"reason_tags": "折叠屏+精密结构件+亏损收窄",
"reason": "折叠屏概念及精密结构件业务受资金关注，中报仍亏损",
"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",
"60只股上午收盘涨停(附股)",
"今日130只个股突破半年线",
"今日盘中突破半年线个股"
]
},
{
"rank": 5,
"code": "002886",
"name": "沃特股份",
"sector": "深主板",
"industry": "基础化工",
"concepts": [
"PEEK材料",
"PCB概念",
"新型烟草(电子烟)",
"富士康概念",
"3D打印",
"毫米波雷达",
"5G",
"人形机器人",
"石墨烯",
"新能源汽车",
"6G概念",
"特斯拉概念",
"小米概念",
"无人机",
"光伏概念",
"专精特新",
"碳纤维",
"商业航天",
"军工",
"机器人概念",
"芯片概念",
"小米汽车",
"华为汽车",
"华为概念",
"特高压",
"低空经济",
"粤港澳大湾区",
"先进封装",
"核电",
"合成生物",
"基础化工",
"塑料制品",
"改性塑料"
],
"gain_pct": 36.59,
"latest_pct": 10.0,
"reason_tags": "PTFE薄膜+人形机器人+半年报增长",
"reason": "中报净利润同比增长近49%，人形机器人材料概念受关注",
"news_titles": [
"沃特股份(002886)龙虎榜数据(08-28)",
"沃特股份(002886.SZ)：2026年中报净利润为2742.57万元",
"机构风向标 | 沃特股份(002886)2026年二季度已披露持仓机构仅6家",
"沃特股份(002886.SZ)2026年中报净利润为2742.57万元、较去年同期上涨48.99%",
"6天3板沃特股份：PTFE薄膜应用于PCB行业所产生的收入约为400万元 占整体营收的比例较小"
]
},
{
"rank": 6,
"code": "600540",
"name": "新赛股份",
"sector": "沪主板",
"industry": "农林牧渔",
"concepts": [
"粮食概念",
"土地流转",
"农业种植",
"新疆振兴",
"乡村振兴",
"建筑节能",
"冷链物流",
"统一大市场",
"西部大开发",
"国企改革",
"风电",
"农林牧渔",
"种植业与林业",
"其他种植业"
],
"gain_pct": 35.28,
"latest_pct": 10.1,
"reason_tags": "业绩增长+棉花全产业链+棉蛋白",
"reason": "中报净利润同比大增1819.68%，业绩驱动股价上涨",
"news_titles": [
"新赛股份(600540)龙虎榜数据(08-28)",
"新赛股份(600540)龙虎榜数据(08-27)",
"新赛股份(600540.SH)：2026年中报净利润为1.25亿元、同比较去年同期上涨1819.68%",
"新赛股份：2026年半年度净利润同比增长1819.68%",
"8月28日A股收盘综述：科创50指数冲高回落收跌1.85%"
]
},
{
"rank": 7,
"code": "002418",
"name": "康盛股份",
"sector": "深主板",
"industry": "家用电器",
"concepts": [
"空气能热泵",
"算力租赁",
"石墨烯",
"数据中心(AIDC)",
"充电桩",
"东数西算(算力)",
"储能",
"汽车热管理",
"锂电池概念",
"动力电池回收",
"新能源汽车",
"液冷服务器",
"氢能源",
"家用电器",
"无人驾驶",
"超级电容",
"白色家电",
"家电零部件",
"微通道水冷板",
"数据中心液冷",
"CDU"
],
"gain_pct": 33.09,
"latest_pct": 10.0,
"reason_tags": "液冷+算力+家电制冷",
"reason": "液冷及算力概念受资金追捧，但中报业绩同比下滑",
"news_titles": [
"康盛股份(002418)龙虎榜数据(08-28)",
"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"
]
},
{
"rank": 8,
"code": "603269",
"name": "海鸥股份",
"sector": "沪主板",
"industry": "机械设备",
"concepts": [
"液冷服务器",
"数据中心(AIDC)",
"海峡两岸",
"核电",
"氢能源",
"一带一路",
"超超临界发电",
"机械设备",
"通用设备",
"其他通用设备",
"中马经济一体化",
"两岸合作"
],
"gain_pct": 32.39,
"latest_pct": 10.01,
"reason_tags": "中报增长+液冷服务器+核电冷却",
"reason": "中报增长叠加液冷服务器及核电冷却概念，受资金关注",
"news_titles": [
"机构风向标 | 海鸥股份(603269)2026年二季度已披露持仓机构仅8家",
"海鸥股份(603269.SH)：2026年中报净利润为3932.85万元",
"强势股追踪 主力资金连续5日净流入111股",
"60只股上午收盘涨停(附股)",
"强势股追踪 主力资金连续5日净流入111股"
]
},
{
"rank": 9,
"code": "600227",
"name": "赤天化",
"sector": "沪主板",
"industry": "基础化工",
"concepts": [
"煤炭概念",
"化肥",
"煤化工概念",
"乡村振兴",
"西部大开发",
"民营医院",
"阿尔茨海默概念",
"仿制药一致性评价",
"创投",
"医疗器械概念",
"基础化工",
"农化制品",
"氮肥",
"尿素",
"甲醇"
],
"gain_pct": 32.28,
"latest_pct": 10.04,
"reason_tags": "中报扭亏+甲醇+尿素+煤化工",
"reason": "中报扭亏为盈，叠加甲醇、煤化工等题材活跃",
"news_titles": [
"赤天化(600227)龙虎榜数据(08-28)",
"机构风向标 | 赤天化(600227)2026年二季度已披露持仓机构仅7家",
"赤天化(600227.SH)：2026年中报净利润为3880.45万元",
"赤天化(600227)龙虎榜数据(08-21)",
"沪股通现身11只个股龙虎榜"
]
},
{
"rank": 10,
"code": "002396",
"name": "星网锐捷",
"sector": "深主板",
"industry": "通信",
"concepts": [
"WiFi 6",
"F5G概念",
"共封装光学(CPO)",
"5G",
"数据中心(AIDC)",
"网络安全",
"信创",
"物联网",
"华为概念",
"车联网(车路协同)",
"移动支付",
"抖音概念(字节概念)",
"腾讯概念",
"阿里巴巴概念",
"数字货币",
"机器人概念",
"智能家居",
"脑机接口",
"海峡两岸",
"鸿蒙概念",
"人工智能",
"AIGC概念",
"AI应用",
"DeepSeek概念",
"在线教育",
"福建自贸区",
"互联网金融",
"国企改革",
"文化传媒概念",
"通信",
"通信设备",
"通信网络设备及器件",
"交换机",
"通信传输设备",
"NPO"
],
"gain_pct": 30.87,
"latest_pct": 10.0,
"reason_tags": "数据中心交换机+光通信+福建国资",
"reason": "中报业绩增长75.86%，拟收购光通信股权受关注",
"news_titles": [
"星网锐捷(002396)龙虎榜数据(08-28)",
"星网锐捷(002396)龙虎榜数据(08-27)",
"星网锐捷(002396)龙虎榜数据(08-21)",
"星网锐捷(002396.SZ)2026年中报净利润为3.73亿元、较去年同期上涨75.86%",
"002396，拟收购光通信“小巨人”46%股权"
]
}
],
"ten_day": [
{
"rank": 1,
"code": "002084",
"name": "海鸥住工",
"sector": "深主板",
"industry": "轻工制造",
"concepts": [
"空气能热泵",
"一带一路",
"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",
"粤港澳大湾区",
"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": 87.65,
"latest_pct": 10.0,
"reason_tags": "控制权拟变更+装配式厨卫+越南制造",
"reason": "控制权拟变更及溢价收购引发资金追捧，连续涨停",
"news_titles": [
"高盛押中大牛股！002084一字涨停，6连板！",
"海鸥住工(002084)龙虎榜数据(08-28)",
"开盘直接一字封死！002084 ，五连板，这只小票火了",
"8亿元、溢价72%收购！002084，5个“一字”涨停",
"海鸥住工(002084)龙虎榜数据(08-25)"
]
},
{
"rank": 2,
"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",
"无线耳机",
"智能穿戴",
"消费电子概念",
"电子",
"消费电子",
"消费电子零部件及组装"
],
"gain_pct": 58.31,
"latest_pct": 9.97,
"reason_tags": "折叠屏+精密结构件+亏损收窄",
"reason": "折叠屏概念催化，叠加亏损收窄，股价涨停",
"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",
"60只股上午收盘涨停(附股)",
"今日130只个股突破半年线",
"今日盘中突破半年线个股"
]
},
{
"rank": 3,
"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",
"农作物种业"
],
"gain_pct": 55.9,
"latest_pct": 9.97,
"reason_tags": "转基因玉米+玉米种业+新品研发",
"reason": "粮食危机预期升温，转基因玉米种业概念受追捧",
"news_titles": [
"粮食危机警告不断！600371，开盘一字涨停",
"600371，9天6板！",
"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)"
]
},
{
"rank": 4,
"code": "000712",
"name": "锦龙股份",
"sector": "深主板",
"industry": "非银金融",
"concepts": [
"期货概念",
"算力租赁",
"粤港澳大湾区",
"股权转让(并购重组)",
"非银金融",
"证券",
"证券Ⅲ"
],
"gain_pct": 46.67,
"latest_pct": 10.0,
"reason_tags": "证券业务+算力租赁+重大重组",
"reason": "大金融板块异动，公司筹划重大资产重组，股价涨停",
"news_titles": [
"锦龙股份(000712)龙虎榜数据(08-28)",
"“牛市旗手”异动拉升！000712、600095涨停！",
"大金融股，集体爆发！000712、600095涨停",
"8月21日-23日晚间重要公告 | 000712、301419 筹划重大资产重组",
"机构风向标 | 锦龙股份(000712)2026年二季度已披露持仓机构仅6家"
]
},
{
"rank": 5,
"code": "002886",
"name": "沃特股份",
"sector": "深主板",
"industry": "基础化工",
"concepts": [
"PEEK材料",
"PCB概念",
"新型烟草(电子烟)",
"富士康概念",
"3D打印",
"毫米波雷达",
"5G",
"人形机器人",
"石墨烯",
"新能源汽车",
"6G概念",
"特斯拉概念",
"小米概念",
"无人机",
"光伏概念",
"专精特新",
"碳纤维",
"商业航天",
"军工",
"机器人概念",
"芯片概念",
"小米汽车",
"华为汽车",
"华为概念",
"特高压",
"低空经济",
"粤港澳大湾区",
"先进封装",
"核电",
"合成生物",
"基础化工",
"塑料制品",
"改性塑料"
],
"gain_pct": 42.07,
"latest_pct": 10.0,
"reason_tags": "PTFE薄膜+人形机器人+半年报增长",
"reason": "人形机器人概念催化，中报净利润同比增长48.99%",
"news_titles": [
"沃特股份(002886)龙虎榜数据(08-28)",
"沃特股份(002886.SZ)：2026年中报净利润为2742.57万元",
"机构风向标 | 沃特股份(002886)2026年二季度已披露持仓机构仅6家",
"沃特股份(002886.SZ)2026年中报净利润为2742.57万元、较去年同期上涨48.99%",
"6天3板沃特股份：PTFE薄膜应用于PCB行业所产生的收入约为400万元 占整体营收的比例较小"
]
},
{
"rank": 6,
"code": "002418",
"name": "康盛股份",
"sector": "深主板",
"industry": "家用电器",
"concepts": [
"空气能热泵",
"算力租赁",
"石墨烯",
"数据中心(AIDC)",
"充电桩",
"东数西算(算力)",
"储能",
"汽车热管理",
"锂电池概念",
"动力电池回收",
"新能源汽车",
"液冷服务器",
"氢能源",
"家用电器",
"无人驾驶",
"超级电容",
"白色家电",
"家电零部件",
"微通道水冷板",
"数据中心液冷",
"CDU"
],
"gain_pct": 37.85,
"latest_pct": 10.0,
"reason_tags": "液冷+算力+家电制冷",
"reason": "受益液冷、算力概念，市场关注度提升",
"news_titles": [
"康盛股份(002418)龙虎榜数据(08-28)",
"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"
]
},
{
"rank": 7,
"code": "600227",
"name": "赤天化",
"sector": "沪主板",
"industry": "基础化工",
"concepts": [
"煤炭概念",
"化肥",
"煤化工概念",
"乡村振兴",
"西部大开发",
"民营医院",
"阿尔茨海默概念",
"仿制药一致性评价",
"创投",
"医疗器械概念",
"基础化工",
"农化制品",
"氮肥",
"尿素",
"甲醇"
],
"gain_pct": 34.4,
"latest_pct": 10.04,
"reason_tags": "中报扭亏+甲醇+尿素+煤化工",
"reason": "中报扭亏为盈，叠加甲醇尿素煤化工概念",
"news_titles": [
"赤天化(600227)龙虎榜数据(08-28)",
"机构风向标 | 赤天化(600227)2026年二季度已披露持仓机构仅7家",
"赤天化(600227.SH)：2026年中报净利润为3880.45万元",
"赤天化(600227)龙虎榜数据(08-21)",
"沪股通现身11只个股龙虎榜"
]
},
{
"rank": 8,
"code": "000560",
"name": "我爱我家",
"sector": "深主板",
"industry": "房地产",
"concepts": [
"租售同权",
"物业管理",
"京津冀一体化",
"西部大开发",
"数字经济",
"数据要素",
"鸿蒙概念",
"AIGC概念",
"ChatGPT概念",
"人工智能",
"华为概念",
"房地产",
"房地产服务"
],
"gain_pct": 34.26,
"latest_pct": 9.85,
"reason_tags": "净利增长+房产经纪+AI应用",
"reason": "地产板块大爆发，公司中报净利增长，经纪业务受益",
"news_titles": [
"地产大爆发！000560领衔涨停，封单超25亿",
"利好来袭、多股盘中涨停！000560，500万手，“5天3板”",
"我爱我家(000560.SZ)：2026年中报净利润为8079.14万元",
"我爱我家(000560)龙虎榜数据(08-19)",
"8月31日A股房地产板块大幅高开 多股开盘封一字涨停"
]
},
{
"rank": 9,
"code": "603269",
"name": "海鸥股份",
"sector": "沪主板",
"industry": "机械设备",
"concepts": [
"液冷服务器",
"数据中心(AIDC)",
"海峡两岸",
"核电",
"氢能源",
"一带一路",
"超超临界发电",
"机械设备",
"通用设备",
"其他通用设备",
"中马经济一体化",
"两岸合作"
],
"gain_pct": 33.99,
"latest_pct": 10.01,
"reason_tags": "中报增长+液冷服务器+核电冷却",
"reason": "中报净利润增长，叠加液冷服务器、核电冷却概念",
"news_titles": [
"机构风向标 | 海鸥股份(603269)2026年二季度已披露持仓机构仅8家",
"海鸥股份(603269.SH)：2026年中报净利润为3932.85万元",
"强势股追踪 主力资金连续5日净流入111股",
"60只股上午收盘涨停(附股)",
"强势股追踪 主力资金连续5日净流入111股"
]
},
{
"rank": 10,
"code": "603113",
"name": "金能科技",
"sector": "沪主板",
"industry": "基础化工",
"concepts": [
"煤化工概念",
"煤炭概念",
"氢能源",
"基础化工",
"化学原料",
"其他化学原料",
"甲醇",
"焦炭"
],
"gain_pct": 29.7,
"latest_pct": 9.96,
"reason_tags": "焦炭+烯烃+循环化工",
"reason": "暂未获取到有效信息",
"news_titles": [
"金能科技(603113)龙虎榜数据(08-25)",
"机构风向标 | 金能科技(603113)2026年二季度已披露持仓机构仅6家",
"金能科技(603113.SH)2026年中报净利润为-5.89亿元，由盈转亏",
"金能科技(603113)龙虎榜数据(08-20)",
"金能科技(603113)龙虎榜数据(08-19)"
]
}
],
"five_day_theme": [
{
"theme": "国企改",
"count": 4,
"reps": [
"海鸥住工",
"新赛股份",
"海鸥股份",
"星网锐捷"
]
},
{
"theme": "AI算力",
"count": 4,
"reps": [
"锦龙股份",
"康盛股份",
"海鸥股份",
"星网锐捷"
]
},
{
"theme": "电力",
"count": 4,
"reps": [
"捷荣技术",
"沃特股份",
"新赛股份",
"海鸥股份"
]
},
{
"theme": "储能锂电",
"count": 4,
"reps": [
"捷荣技术",
"沃特股份",
"康盛股份",
"海鸥股份"
]
},
{
"theme": "地产链",
"count": 3,
"reps": [
"海鸥住工",
"捷荣技术",
"星网锐捷"
]
},
{
"theme": "海峡两岸",
"count": 3,
"reps": [
"海鸥住工",
"海鸥股份",
"星网锐捷"
]
},
{
"theme": "粤港澳大湾区",
"count": 3,
"reps": [
"海鸥住工",
"锦龙股份",
"沃特股份"
]
},
{
"theme": "化工",
"count": 3,
"reps": [
"万向德农",
"沃特股份",
"赤天化"
]
},
{
"theme": "乡村振兴",
"count": 3,
"reps": [
"万向德农",
"新赛股份",
"赤天化"
]
},
{
"theme": "华为概念",
"count": 3,
"reps": [
"捷荣技术",
"沃特股份",
"星网锐捷"
]
},
{
"theme": "汽车",
"count": 3,
"reps": [
"沃特股份",
"康盛股份",
"星网锐捷"
]
},
{
"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",
"星网锐捷"
]
},
{
"theme": "3D打印",
"count": 2,
"reps": [
"海鸥住工",
"沃特股份"
]
},
{
"theme": "金融",
"count": 2,
"reps": [
"锦龙股份",
"星网锐捷"
]
},
{
"theme": "粮食概念",
"count": 2,
"reps": [
"万向德农",
"新赛股份"
]
},
{
"theme": "农业种植",
"count": 2,
"reps": [
"万向德农",
"新赛股份"
]
},
{
"theme": "农林牧渔",
"count": 2,
"reps": [
"万向德农",
"新赛股份"
]
},
{
"theme": "种植业与林业",
"count": 2,
"reps": [
"万向德农",
"新赛股份"
]
},
{
"theme": "半导体",
"count": 2,
"reps": [
"捷荣技术",
"沃特股份"
]
},
{
"theme": "通信",
"count": 2,
"reps": [
"沃特股份",
"星网锐捷"
]
},
{
"theme": "机器人",
"count": 2,
"reps": [
"沃特股份",
"星网锐捷"
]
},
{
"theme": "石墨烯",
"count": 2,
"reps": [
"沃特股份",
"康盛股份"
]
},
{
"theme": "西部大开发",
"count": 2,
"reps": [
"新赛股份",
"赤天化"
]
},
{
"theme": "智能物流",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "人民币贬值受益",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "轻工制造",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "台资控股",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "中越经济一体化",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "股权转让(并购重组)",
"count": 1,
"reps": [
"锦龙股份"
]
},
{
"theme": "非银金融",
"count": 1,
"reps": [
"锦龙股份"
]
},
{
"theme": "转基因",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "玉米",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "黑龙江自贸区",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "种子生产",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "转基因研发",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "转基因种业",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "农作物种业",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "虚拟现实",
"count": 1,
"reps": [
"捷荣技术"
]
},
{
"theme": "无线耳机",
"count": 1,
"reps": [
"捷荣技术"
]
},
{
"theme": "智能穿戴",
"count": 1,
"reps": [
"捷荣技术"
]
},
{
"theme": "电子",
"count": 1,
"reps": [
"捷荣技术"
]
},
{
"theme": "PEEK材料",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "新型烟草(电子烟)",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "富士康概念",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "毫米波雷达",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "小米概念",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "军工",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "专精特新",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "碳纤维",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "小米汽车",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "低空经济",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "合成生物",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "土地流转",
"count": 1,
"reps": [
"新赛股份"
]
},
{
"theme": "新疆振兴",
"count": 1,
"reps": [
"新赛股份"
]
},
{
"theme": "建筑节能",
"count": 1,
"reps": [
"新赛股份"
]
},
{
"theme": "冷链物流",
"count": 1,
"reps": [
"新赛股份"
]
},
{
"theme": "统一大市场",
"count": 1,
"reps": [
"新赛股份"
]
},
{
"theme": "其他种植业",
"count": 1,
"reps": [
"新赛股份"
]
},
{
"theme": "消费",
"count": 1,
"reps": [
"康盛股份"
]
},
{
"theme": "超级电容",
"count": 1,
"reps": [
"康盛股份"
]
},
{
"theme": "微通道水冷板",
"count": 1,
"reps": [
"康盛股份"
]
},
{
"theme": "CDU",
"count": 1,
"reps": [
"康盛股份"
]
},
{
"theme": "机械设备",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "通用设备",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "其他通用设备",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "中马经济一体化",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "两岸合作",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "有色资源",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "民营医院",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "阿尔茨海默概念",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "医药",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "创投",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "氮肥",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "尿素",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "网络安全",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "传媒",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "腾讯概念",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "阿里巴巴概念",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "脑机接口",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "鸿蒙概念",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "DeepSeek概念",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "在线教育",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "福建自贸区",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "交换机",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "NPO",
"count": 1,
"reps": [
"星网锐捷"
]
}
],
"ten_day_theme": [
{
"theme": "储能锂电",
"count": 5,
"reps": [
"捷荣技术",
"沃特股份",
"康盛股份",
"海鸥股份",
"金能科技"
]
},
{
"theme": "化工",
"count": 4,
"reps": [
"万向德农",
"沃特股份",
"赤天化",
"金能科技"
]
},
{
"theme": "AI算力",
"count": 4,
"reps": [
"锦龙股份",
"康盛股份",
"我爱我家",
"海鸥股份"
]
},
{
"theme": "地产链",
"count": 3,
"reps": [
"海鸥住工",
"捷荣技术",
"我爱我家"
]
},
{
"theme": "粤港澳大湾区",
"count": 3,
"reps": [
"海鸥住工",
"锦龙股份",
"沃特股份"
]
},
{
"theme": "电力",
"count": 3,
"reps": [
"捷荣技术",
"沃特股份",
"海鸥股份"
]
},
{
"theme": "华为概念",
"count": 3,
"reps": [
"捷荣技术",
"沃特股份",
"我爱我家"
]
},
{
"theme": "空气能热泵",
"count": 2,
"reps": [
"海鸥住工",
"康盛股份"
]
},
{
"theme": "国企改",
"count": 2,
"reps": [
"海鸥住工",
"海鸥股份"
]
},
{
"theme": "海峡两岸",
"count": 2,
"reps": [
"海鸥住工",
"海鸥股份"
]
},
{
"theme": "3D打印",
"count": 2,
"reps": [
"海鸥住工",
"沃特股份"
]
},
{
"theme": "半导体",
"count": 2,
"reps": [
"捷荣技术",
"沃特股份"
]
},
{
"theme": "乡村振兴",
"count": 2,
"reps": [
"万向德农",
"赤天化"
]
},
{
"theme": "石墨烯",
"count": 2,
"reps": [
"沃特股份",
"康盛股份"
]
},
{
"theme": "汽车",
"count": 2,
"reps": [
"沃特股份",
"康盛股份"
]
},
{
"theme": "有色资源",
"count": 2,
"reps": [
"赤天化",
"金能科技"
]
},
{
"theme": "西部大开发",
"count": 2,
"reps": [
"赤天化",
"我爱我家"
]
},
{
"theme": "智能物流",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "物联网",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "人民币贬值受益",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "轻工制造",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "台资控股",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "中越经济一体化",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "虚拟现实",
"count": 1,
"reps": [
"捷荣技术"
]
},
{
"theme": "无线耳机",
"count": 1,
"reps": [
"捷荣技术"
]
},
{
"theme": "智能穿戴",
"count": 1,
"reps": [
"捷荣技术"
]
},
{
"theme": "电子",
"count": 1,
"reps": [
"捷荣技术"
]
},
{
"theme": "转基因",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "玉米",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "粮食概念",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "农业种植",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "黑龙江自贸区",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "农林牧渔",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "种植业与林业",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "种子生产",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "转基因研发",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "转基因种业",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "农作物种业",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "金融",
"count": 1,
"reps": [
"锦龙股份"
]
},
{
"theme": "股权转让(并购重组)",
"count": 1,
"reps": [
"锦龙股份"
]
},
{
"theme": "非银金融",
"count": 1,
"reps": [
"锦龙股份"
]
},
{
"theme": "PEEK材料",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "新型烟草(电子烟)",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "富士康概念",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "毫米波雷达",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "通信",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "机器人",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "小米概念",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "军工",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "专精特新",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "碳纤维",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "小米汽车",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "低空经济",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "合成生物",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "消费",
"count": 1,
"reps": [
"康盛股份"
]
},
{
"theme": "超级电容",
"count": 1,
"reps": [
"康盛股份"
]
},
{
"theme": "微通道水冷板",
"count": 1,
"reps": [
"康盛股份"
]
},
{
"theme": "CDU",
"count": 1,
"reps": [
"康盛股份"
]
},
{
"theme": "民营医院",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "阿尔茨海默概念",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "医药",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "创投",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "氮肥",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "尿素",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "租售同权",
"count": 1,
"reps": [
"我爱我家"
]
},
{
"theme": "物业管理",
"count": 1,
"reps": [
"我爱我家"
]
},
{
"theme": "京津冀一体化",
"count": 1,
"reps": [
"我爱我家"
]
},
{
"theme": "数字经济",
"count": 1,
"reps": [
"我爱我家"
]
},
{
"theme": "数据要素",
"count": 1,
"reps": [
"我爱我家"
]
},
{
"theme": "鸿蒙概念",
"count": 1,
"reps": [
"我爱我家"
]
},
{
"theme": "机械设备",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "通用设备",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "其他通用设备",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "中马经济一体化",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "两岸合作",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "焦炭",
"count": 1,
"reps": [
"金能科技"
]
}
]
},
"板块涨幅排行": {
"date": "2026-08-31",
"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) 为区间累计涨幅，由数据源直接提供（未自行拉 K 线）。",
"day": [
{
"rank": 1,
"name": "AI视频",
"pct": 5.74
},
{
"rank": 2,
"name": "短剧游戏",
"pct": 5.35
},
{
"rank": 3,
"name": "快手概念",
"pct": 3.84
},
{
"rank": 4,
"name": "AI语料",
"pct": 3.76
},
{
"rank": 5,
"name": "知识产权保护",
"pct": 3.64
},
{
"rank": 6,
"name": "富士康概念",
"pct": 3.59
},
{
"rank": 7,
"name": "智能音箱",
"pct": 3.48
},
{
"rank": 8,
"name": "智谱AI",
"pct": 3.33
},
{
"rank": 9,
"name": "AI手机",
"pct": 3.32
},
{
"rank": 10,
"name": "文化传媒概念",
"pct": 3.27
}
],
"five_day": [
{
"rank": 1,
"name": "玉米",
"pct": 9.12
},
{
"rank": 2,
"name": "AI视频",
"pct": 9.09
},
{
"rank": 3,
"name": "转基因",
"pct": 8.85
},
{
"rank": 4,
"name": "粮食概念",
"pct": 8.73
},
{
"rank": 5,
"name": "短剧游戏",
"pct": 8.17
},
{
"rank": 6,
"name": "WiFi6",
"pct": 7.47
},
{
"rank": 7,
"name": "AI手机",
"pct": 7.24
},
{
"rank": 8,
"name": "富士康概念",
"pct": 7.01
},
{
"rank": 9,
"name": "抖音概念(字节概念)",
"pct": 7.01
},
{
"rank": 10,
"name": "深圳国企改革",
"pct": 6.96
}
],
"ten_day": [
{
"rank": 1,
"name": "转基因",
"pct": 12.59
},
{
"rank": 2,
"name": "玉米",
"pct": 11.87
},
{
"rank": 3,
"name": "粮食概念",
"pct": 11.46
},
{
"rank": 4,
"name": "大豆",
"pct": 8.47
},
{
"rank": 5,
"name": "化肥",
"pct": 6.04
},
{
"rank": 6,
"name": "煤炭概念",
"pct": 5.9
},
{
"rank": 7,
"name": "农业种植",
"pct": 5.56
},
{
"rank": 8,
"name": "深圳国企改革",
"pct": 5.43
},
{
"rank": 9,
"name": "煤化工概念",
"pct": 5.37
},
{
"rank": 10,
"name": "供销社",
"pct": 4.81
}
]
},
"人气榜": {
"date": "2026-08-31",
"em_popularity": [
{
"rank": 1,
"code": "600722",
"name": "金牛化工",
"price": 16.8,
"pct": 10.02,
"rank_chg": 2,
"sector": ""
},
{
"rank": 2,
"code": "000560",
"name": "我爱我家",
"price": 2.9,
"pct": 9.85,
"rank_chg": -1,
"sector": ""
},
{
"rank": 3,
"code": "600127",
"name": "金健米业",
"price": 12.04,
"pct": 2.29,
"rank_chg": 3,
"sector": ""
},
{
"rank": 4,
"code": "002081",
"name": "金 螳 螂",
"price": 6.16,
"pct": 10.0,
"rank_chg": 35,
"sector": ""
},
{
"rank": 5,
"code": "300364",
"name": "中文在线",
"price": 27.28,
"pct": 20.02,
"rank_chg": 514,
"sector": ""
},
{
"rank": 6,
"code": "000977",
"name": "浪潮信息",
"price": 85.18,
"pct": 9.99,
"rank_chg": 174,
"sector": ""
},
{
"rank": 7,
"code": "002354",
"name": "天娱数科",
"price": 8.03,
"pct": 2.29,
"rank_chg": 2,
"sector": ""
},
{
"rank": 8,
"code": "688825",
"name": "长鑫科技",
"price": 58.01,
"pct": -1.01,
"rank_chg": 25,
"sector": ""
},
{
"rank": 9,
"code": "688836",
"name": "宇树科技-W",
"price": 564.9,
"pct": -3.44,
"rank_chg": 84,
"sector": ""
},
{
"rank": 10,
"code": "000938",
"name": "紫光股份",
"price": 38.95,
"pct": 8.53,
"rank_chg": 131,
"sector": ""
}
],
"ths_popularity": [
{
"rank": 1,
"code": "600722",
"name": "金牛化工",
"heat": "4126313",
"pct": 10.0196,
"rank_chg": 0,
"concepts": [
"煤化工概念",
"国企改革"
],
"tag": "2天2板",
"sector": ""
},
{
"rank": 2,
"code": "600127",
"name": "金健米业",
"heat": "4037345",
"pct": 2.294,
"rank_chg": 0,
"concepts": [
"玉米",
"粮食概念"
],
"tag": "持续上榜",
"sector": ""
},
{
"rank": 3,
"code": "688836",
"name": "宇树科技",
"heat": "3710237",
"pct": -3.4359,
"rank_chg": 0,
"concepts": [
"科创次新股",
"注册制次新股"
],
"tag": "持续上榜",
"sector": ""
},
{
"rank": 4,
"code": "688825",
"name": "长鑫科技",
"heat": "3379184",
"pct": -1.0068,
"rank_chg": 1,
"concepts": [
"小米概念",
"消费电子概念"
],
"tag": "持续上榜",
"sector": ""
},
{
"rank": 5,
"code": "000560",
"name": "我爱我家",
"heat": "3214962",
"pct": 9.8485,
"rank_chg": -1,
"concepts": [
"租售同权",
"物业管理"
],
"tag": "2天2板",
"sector": ""
},
{
"rank": 6,
"code": "600487",
"name": "亨通光电",
"heat": "2469281",
"pct": -1.9214,
"rank_chg": 2,
"concepts": [
"光纤概念",
"共封装光学(CPO)"
],
"tag": "",
"sector": ""
},
{
"rank": 7,
"code": "002081",
"name": "金螳螂",
"heat": "2427276",
"pct": 10.0,
"rank_chg": -1,
"concepts": [
"新型城镇化",
"装配式建筑"
],
"tag": "首板涨停",
"sector": ""
},
{
"rank": 8,
"code": "600162",
"name": "香江控股",
"heat": "2295946",
"pct": -7.2761,
"rank_chg": -1,
"concepts": [
"物业管理",
"民营医院"
],
"tag": "3天2板",
"sector": ""
},
{
"rank": 9,
"code": "002354",
"name": "天娱数科",
"heat": "2294920",
"pct": 2.293,
"rank_chg": 0,
"concepts": [
"小红书概念",
"AI视频"
],
"tag": "2天1板",
"sector": ""
},
{
"rank": 10,
"code": "600664",
"name": "哈药股份",
"heat": "2178896",
"pct": 1.3333,
"rank_chg": 1,
"concepts": [
"维生素",
"仿制药一致性评价"
],
"tag": "",
"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"
},
"涨停板复盘": {
"date": "2026-08-31",
"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": "000011",
"name": "深物业A",
"price": 10.07,
"pct": 10.05,
"amount": 115646357,
"float_cap": 5301608718.01,
"turnover": 2.18,
"limit_days": 2,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 93488873,
"break_times": 0,
"industry": "房地产",
"zt_stat": "2天2板",
"reason": "房地产开发+物业管理+深圳国资",
"high_days": "2天2板",
"board_type": "一字板",
"seal_rate": 0.6
},
{
"code": "000560",
"name": "我爱我家",
"price": 2.9,
"pct": 9.85,
"amount": 185611600,
"float_cap": 6793795545.099999,
"turnover": 2.73,
"limit_days": 2,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 458788700,
"break_times": 0,
"industry": "房地产",
"zt_stat": "5天3板",
"reason": "净利增长+房产经纪+AI应用",
"high_days": "5天3板",
"board_type": "一字板",
"seal_rate": 0.7142857142857143
},
{
"code": "000965",
"name": "天保基建",
"price": 3.62,
"pct": 10.03,
"amount": 480043392,
"float_cap": 4017587839.9,
"turnover": 12.12,
"limit_days": 1,
"first_seal": "09:25:00",
"last_seal": "14:50:27",
"seal_fund": 13143640,
"break_times": 4,
"industry": "房地产",
"zt_stat": "1天1板",
"reason": "房地产+主题园区+天津国资",
"high_days": "首板",
"board_type": "T字板",
"seal_rate": 0.6666666666666666
},
{
"code": "002084",
"name": "海鸥住工",
"price": 6.38,
"pct": 10.0,
"amount": 39838028,
"float_cap": 4112767739.96,
"turnover": 0.97,
"limit_days": 6,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 330898030,
"break_times": 0,
"industry": "轻工制造",
"zt_stat": "6天6板",
"reason": "控制权拟变更+装配式厨卫+越南制造",
"high_days": "6天6板",
"board_type": "一字板",
"seal_rate": 0.6428571428571429
},
{
"code": "002133",
"name": "广宇集团",
"price": 3.1,
"pct": 9.93,
"amount": 96606416,
"float_cap": 2386597623.1,
"turnover": 4.05,
"limit_days": 1,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 31150784,
"break_times": 0,
"industry": "房地产",
"zt_stat": "1天1板",
"reason": "房地产开发+银发康养+贸易+股份回购",
"high_days": "首板",
"board_type": "一字板",
"seal_rate": 0.6666666666666666
},
{
"code": "002679",
"name": "福建金森",
"price": 11.74,
"pct": 10.03,
"amount": 59436861,
"float_cap": 2767775440.0,
"turnover": 2.15,
"limit_days": 2,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 353959062,
"break_times": 0,
"industry": "林业Ⅱ",
"zt_stat": "2天2板",
"reason": "林业主业+海峡两岸+国有控股+中报亏损收窄",
"high_days": "2天2板",
"board_type": "一字板",
"seal_rate": 0.6428571428571429
},
{
"code": "600371",
"name": "万向德农",
"price": 12.69,
"pct": 9.97,
"amount": 174057944,
"float_cap": 3712814820.0,
"turnover": 4.69,
"limit_days": 5,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 141811384,
"break_times": 0,
"industry": "农林牧渔",
"zt_stat": "10天7板",
"reason": "转基因玉米+玉米种业+新品研发",
"high_days": "5天5板",
"board_type": "一字板",
"seal_rate": 0.8571428571428571
},
{
"code": "601086",
"name": "国芳集团",
"price": 9.17,
"pct": 9.95,
"amount": 232455626,
"float_cap": 6107220000.0,
"turnover": 3.81,
"limit_days": 2,
"first_seal": "09:25:02",
"last_seal": "10:52:05",
"seal_fund": 84343826,
"break_times": 1,
"industry": "商业贸易",
"zt_stat": "2天2板",
"reason": "半年报增长+新零售+连锁零售",
"high_days": "2天2板",
"board_type": "T字板",
"seal_rate": 1.0
},
{
"code": "600540",
"name": "新赛股份",
"price": 5.56,
"pct": 10.1,
"amount": 39566761,
"float_cap": 3232455897.6,
"turnover": 1.22,
"limit_days": 3,
"first_seal": "09:25:04",
"last_seal": "09:25:04",
"seal_fund": 246778242,
"break_times": 0,
"industry": "农林牧渔",
"zt_stat": "3天3板",
"reason": "业绩增长+棉花全产业链+棉蛋白",
"high_days": "3天3板",
"board_type": "一字板",
"seal_rate": 1.0
},
{
"code": "002375",
"name": "亚厦股份",
"price": 4.07,
"pct": 10.0,
"amount": 120519238,
"float_cap": 5417155596.27,
"turnover": 2.24,
"limit_days": 1,
"first_seal": "09:30:15",
"last_seal": "09:34:36",
"seal_fund": 33365046,
"break_times": 3,
"industry": "建筑装饰",
"zt_stat": "1天1板",
"reason": "装配式装修+3D建筑打印+建筑装饰+洁净室拓展",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.5
},
{
"code": "002886",
"name": "沃特股份",
"price": 29.04,
"pct": 10.0,
"amount": 1885965312,
"float_cap": 6071629882.559999,
"turnover": 31.39,
"limit_days": 3,
"first_seal": "09:30:27",
"last_seal": "14:08:15",
"seal_fund": 39240009,
"break_times": 7,
"industry": "塑料",
"zt_stat": "7天4板",
"reason": "PTFE薄膜+人形机器人+半年报增长",
"high_days": "3天3板",
"board_type": "换手板",
"seal_rate": 0.5714285714285714
},
{
"code": "002855",
"name": "捷荣技术",
"price": 16.1,
"pct": 9.97,
"amount": 565427776,
"float_cap": 3964258435.2000003,
"turnover": 14.49,
"limit_days": 5,
"first_seal": "09:31:03",
"last_seal": "10:09:51",
"seal_fund": 34681010,
"break_times": 5,
"industry": "电子",
"zt_stat": "5天5板",
"reason": "折叠屏+精密结构件+亏损收窄",
"high_days": "5天5板",
"board_type": "换手板",
"seal_rate": 0.6666666666666666
},
{
"code": "002098",
"name": "浔兴股份",
"price": 8.15,
"pct": 9.99,
"amount": 86425158,
"float_cap": 2917700000.0,
"turnover": 2.98,
"limit_days": 1,
"first_seal": "09:31:18",
"last_seal": "09:31:18",
"seal_fund": 14095425,
"break_times": 0,
"industry": "纺织服装",
"zt_stat": "1天1板",
"reason": "拉链业务+跨境电商+越南建厂",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6666666666666666
},
{
"code": "000712",
"name": "锦龙股份",
"price": 12.98,
"pct": 10.0,
"amount": 3119349440,
"float_cap": 11626628942.5,
"turnover": 27.44,
"limit_days": 4,
"first_seal": "09:31:33",
"last_seal": "14:26:09",
"seal_fund": 52450882,
"break_times": 3,
"industry": "非银金融",
"zt_stat": "4天4板",
"reason": "证券业务+算力租赁+重大重组",
"high_days": "4天4板",
"board_type": "换手板",
"seal_rate": 0.6
},
{
"code": "002534",
"name": "西子洁能",
"price": 16.52,
"pct": 9.99,
"amount": 137221991,
"float_cap": 13635030064.32,
"turnover": 1.02,
"limit_days": 1,
"first_seal": "09:31:36",
"last_seal": "09:31:42",
"seal_fund": 168303744,
"break_times": 1,
"industry": "电力设备",
"zt_stat": "1天1板",
"reason": "算力储能+燃机锅炉+在手订单",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6666666666666666
},
{
"code": "002169",
"name": "智光电气",
"price": 13.41,
"pct": 10.01,
"amount": 309032640,
"float_cap": 10203990397.47,
"turnover": 3.08,
"limit_days": 1,
"first_seal": "09:31:42",
"last_seal": "09:32:30",
"seal_fund": 94983030,
"break_times": 1,
"industry": "电力设备",
"zt_stat": "1天1板",
"reason": "重组终止+储能+固态变压器+业绩扭亏",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6363636363636364
},
{
"code": "600691",
"name": "潞化科技",
"price": 3.23,
"pct": 9.86,
"amount": 437009792,
"float_cap": 7673142624.96,
"turnover": 5.81,
"limit_days": 2,
"first_seal": "09:32:09",
"last_seal": "09:59:48",
"seal_fund": 43728386,
"break_times": 1,
"industry": "基础化工",
"zt_stat": "2天2板",
"reason": "业绩扭亏+化肥+煤气化",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.75
},
{
"code": "001221",
"name": "悍高集团",
"price": 41.27,
"pct": 9.99,
"amount": 300949264,
"float_cap": 3172406493.5800004,
"turnover": 9.55,
"limit_days": 1,
"first_seal": "09:33:15",
"last_seal": "13:24:48",
"seal_fund": 33165025,
"break_times": 6,
"industry": "轻工制造",
"zt_stat": "1天1板",
"reason": "家居五金+存量翻新+产能释放",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "601882",
"name": "海天精工",
"price": 21.91,
"pct": 9.99,
"amount": 223856257,
"float_cap": 11437020000.0,
"turnover": 1.98,
"limit_days": 1,
"first_seal": "09:33:30",
"last_seal": "09:34:30",
"seal_fund": 31377924,
"break_times": 1,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "半年报增长+工业母机+五轴机床",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "600110",
"name": "诺德股份",
"price": 12.03,
"pct": 9.96,
"amount": 1699415664,
"float_cap": 20874226611.96,
"turnover": 8.28,
"limit_days": 1,
"first_seal": "09:33:36",
"last_seal": "09:34:21",
"seal_fund": 171295470,
"break_times": 1,
"industry": "电力设备",
"zt_stat": "1天1板",
"reason": "高端PCB+锂电铜箔+聚焦主业",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.5555555555555556
},
{
"code": "603270",
"name": "金帝股份",
"price": 30.25,
"pct": 10.0,
"amount": 270645808,
"float_cap": 2139179176.75,
"turnover": 12.81,
"limit_days": 1,
"first_seal": "09:34:42",
"last_seal": "09:38:33",
"seal_fund": 46237125,
"break_times": 2,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "液冷散热+人形机器人+轴承保持架",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "000892",
"name": "欢瑞世纪",
"price": 4.3,
"pct": 9.97,
"amount": 226322636,
"float_cap": 3056434857.2,
"turnover": 7.52,
"limit_days": 1,
"first_seal": "09:34:51",
"last_seal": "09:34:51",
"seal_fund": 158916820,
"break_times": 0,
"industry": "传媒",
"zt_stat": "1天1板",
"reason": "互动影游+AIGC+影视制作",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8076923076923077
},
{
"code": "600227",
"name": "赤天化",
"price": 5.04,
"pct": 10.04,
"amount": 1044807616,
"float_cap": 6439103007.12,
"turnover": 16.54,
"limit_days": 2,
"first_seal": "09:35:15",
"last_seal": "09:39:24",
"seal_fund": 76193722,
"break_times": 2,
"industry": "基础化工",
"zt_stat": "4天3板",
"reason": "中报扭亏+甲醇+尿素+煤化工",
"high_days": "4天3板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "300413",
"name": "芒果超媒",
"price": 16.98,
"pct": 20.0,
"amount": 1086735440,
"float_cap": 17348465286.84,
"turnover": 6.41,
"limit_days": 1,
"first_seal": "09:35:21",
"last_seal": "09:35:21",
"seal_fund": 387913397,
"break_times": 0,
"industry": "数字媒体",
"zt_stat": "1天1板",
"reason": "AIGC长剧+AI应用+微短剧",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": null
},
{
"code": "603269",
"name": "海鸥股份",
"price": 24.4,
"pct": 10.01,
"amount": 1089466656,
"float_cap": 10539469956.0,
"turnover": 10.55,
"limit_days": 3,
"first_seal": "09:35:29",
"last_seal": "09:41:26",
"seal_fund": 29005256,
"break_times": 4,
"industry": "机械设备",
"zt_stat": "3天3板",
"reason": "中报增长+液冷服务器+核电冷却",
"high_days": "3天3板",
"board_type": "换手板",
"seal_rate": 0.6818181818181818
},
{
"code": "603721",
"name": "中广天择",
"price": 19.1,
"pct": 10.02,
"amount": 100222873,
"float_cap": 2483000000.0,
"turnover": 4.09,
"limit_days": 1,
"first_seal": "09:35:31",
"last_seal": "09:36:07",
"seal_fund": 61782789,
"break_times": 1,
"industry": "传媒",
"zt_stat": "1天1板",
"reason": "AI语料+传媒内容+控股变更",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "605287",
"name": "德才股份",
"price": 41.58,
"pct": 10.0,
"amount": 373426768,
"float_cap": 5821200000.0,
"turnover": 6.58,
"limit_days": 1,
"first_seal": "09:36:28",
"last_seal": "10:37:13",
"seal_fund": 73779552,
"break_times": 2,
"industry": "建筑装饰",
"zt_stat": "1天1板",
"reason": "AI漫剧+AI应用+建筑装饰+股权激励",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8421052631578947
},
{
"code": "603216",
"name": "梦天家居",
"price": 22.65,
"pct": 10.0,
"amount": 163320099,
"float_cap": 5043928500.0,
"turnover": 3.29,
"limit_days": 1,
"first_seal": "09:36:34",
"last_seal": "09:46:22",
"seal_fund": 75041715,
"break_times": 2,
"industry": "轻工制造",
"zt_stat": "1天1板",
"reason": "木作转型+高端全屋定制",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6111111111111112
},
{
"code": "601330",
"name": "绿色动力",
"price": 7.81,
"pct": 10.0,
"amount": 214854259,
"float_cap": 7724833793.16,
"turnover": 2.81,
"limit_days": 1,
"first_seal": "09:36:37",
"last_seal": "09:36:37",
"seal_fund": 46855642,
"break_times": 0,
"industry": "公用事业",
"zt_stat": "1天1板",
"reason": "中报增长+绿色电力+垃圾焚烧+北京国资",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6666666666666666
},
{
"code": "603893",
"name": "瑞芯微",
"price": 194.59,
"pct": 10.0,
"amount": 3436081936,
"float_cap": 82328995534.5,
"turnover": 4.21,
"limit_days": 1,
"first_seal": "09:37:23",
"last_seal": "10:05:26",
"seal_fund": 180462766,
"break_times": 1,
"industry": "电子",
"zt_stat": "1天1板",
"reason": "Microduck催化+端侧AI+AIoT芯片+半年报增长",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.3333333333333333
},
{
"code": "603978",
"name": "深圳新星",
"price": 20.92,
"pct": 9.99,
"amount": 459661488,
"float_cap": 4416092735.08,
"turnover": 10.58,
"limit_days": 1,
"first_seal": "09:39:16",
"last_seal": "10:22:10",
"seal_fund": 22380216,
"break_times": 3,
"industry": "有色金属",
"zt_stat": "1天1板",
"reason": "六氟磷酸锂+三氟化硼+铝基新材+半年报扭亏",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.75
},
{
"code": "301151",
"name": "冠龙节能",
"price": 20.74,
"pct": 20.02,
"amount": 169487559,
"float_cap": 3500508254.4199996,
"turnover": 5.03,
"limit_days": 1,
"first_seal": "09:41:15",
"last_seal": "09:41:15",
"seal_fund": 72628783,
"break_times": 0,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "数据中心液冷+智慧水务+节水阀门",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "002081",
"name": "金 螳 螂",
"price": 6.16,
"pct": 10.0,
"amount": 1597935920,
"float_cap": 16339711523.52,
"turnover": 10.18,
"limit_days": 1,
"first_seal": "09:42:12",
"last_seal": "09:42:12",
"seal_fund": 244163920,
"break_times": 0,
"industry": "建筑装饰",
"zt_stat": "1天1板",
"reason": "项目中标+建筑装饰+洁净室+参建数据中心",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.9
},
{
"code": "603989",
"name": "艾华集团",
"price": 31.46,
"pct": 10.0,
"amount": 1262212720,
"float_cap": 12545614395.6,
"turnover": 10.24,
"limit_days": 1,
"first_seal": "09:42:34",
"last_seal": "11:21:07",
"seal_fund": 51886978,
"break_times": 3,
"industry": "电子",
"zt_stat": "1天1板",
"reason": "半年报增长+MLPC+薄膜电容器+AI服务器",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6956521739130435
},
{
"code": "003018",
"name": "金富科技",
"price": 49.38,
"pct": 10.0,
"amount": 1084941840,
"float_cap": 14049180487.140001,
"turnover": 7.93,
"limit_days": 1,
"first_seal": "09:44:06",
"last_seal": "09:55:00",
"seal_fund": 92330724,
"break_times": 2,
"industry": "轻工制造",
"zt_stat": "1天1板",
"reason": "液冷散热+业绩增长+定增扩产",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6756756756756757
},
{
"code": "002909",
"name": "集泰股份",
"price": 6.02,
"pct": 10.05,
"amount": 105879131,
"float_cap": 2290172845.66,
"turnover": 4.76,
"limit_days": 1,
"first_seal": "09:44:36",
"last_seal": "09:44:36",
"seal_fund": 48776116,
"break_times": 0,
"industry": "基础化工",
"zt_stat": "1天1板",
"reason": "液冷硅油+新能源胶+密封胶",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.3333333333333333
},
{
"code": "002903",
"name": "宇环数控",
"price": 31.85,
"pct": 10.02,
"amount": 487507152,
"float_cap": 3425975475.65,
"turnover": 14.73,
"limit_days": 1,
"first_seal": "09:47:12",
"last_seal": "09:47:12",
"seal_fund": 165569008,
"break_times": 0,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "机器人+消费电子+数控机床",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.7619047619047619
},
{
"code": "003036",
"name": "泰坦股份",
"price": 59.61,
"pct": 10.0,
"amount": 376924544,
"float_cap": 12911579350.95,
"turnover": 3.02,
"limit_days": 1,
"first_seal": "09:52:03",
"last_seal": "09:52:03",
"seal_fund": 177327828,
"break_times": 0,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "电子布织机+固态电池+机器人概念+纺织机械",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8214285714285714
},
{
"code": "002328",
"name": "新朋股份",
"price": 8.5,
"pct": 9.96,
"amount": 420150288,
"float_cap": 4850830116.0,
"turnover": 8.9,
"limit_days": 1,
"first_seal": "09:53:30",
"last_seal": "09:53:30",
"seal_fund": 50253912,
"break_times": 0,
"industry": "汽车",
"zt_stat": "1天1板",
"reason": "液冷机柜+海外交付+中报增长",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.7142857142857143
},
{
"code": "002830",
"name": "名雕股份",
"price": 15.77,
"pct": 9.97,
"amount": 84425527,
"float_cap": 1464000065.0,
"turnover": 5.93,
"limit_days": 1,
"first_seal": "09:54:33",
"last_seal": "09:54:33",
"seal_fund": 71954788,
"break_times": 0,
"industry": "建筑装饰",
"zt_stat": "1天1板",
"reason": "房地产产业链+住宅装饰+半年报增长",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.9375
},
{
"code": "002418",
"name": "康盛股份",
"price": 5.39,
"pct": 10.0,
"amount": 1474324288,
"float_cap": 6125196000.0,
"turnover": 25.62,
"limit_days": 1,
"first_seal": "09:55:18",
"last_seal": "09:55:18",
"seal_fund": 134988512,
"break_times": 0,
"industry": "家用电器",
"zt_stat": "5天4板",
"reason": "液冷+算力+家电制冷",
"high_days": "5天4板",
"board_type": "换手板",
"seal_rate": 0.8888888888888888
},
{
"code": "002921",
"name": "联诚精密",
"price": 23.22,
"pct": 10.0,
"amount": 220455995,
"float_cap": 2989717338.6,
"turnover": 7.53,
"limit_days": 1,
"first_seal": "10:03:24",
"last_seal": "10:03:24",
"seal_fund": 86404824,
"break_times": 0,
"industry": "汽车",
"zt_stat": "1天1板",
"reason": "机器人+精密制造+中报扭亏",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8571428571428571
},
{
"code": "002141",
"name": "贤丰控股",
"price": 7.1,
"pct": 10.08,
"amount": 1038612832,
"float_cap": 7333844165.799999,
"turnover": 14.64,
"limit_days": 1,
"first_seal": "10:04:51",
"last_seal": "10:04:51",
"seal_fund": 144130710,
"break_times": 0,
"industry": "电子",
"zt_stat": "1天1板",
"reason": "覆铜板+拟布局PCB+动物保健",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6538461538461539
},
{
"code": "603358",
"name": "华达科技",
"price": 49.72,
"pct": 10.0,
"amount": 635840560,
"float_cap": 22959236369.96,
"turnover": 2.86,
"limit_days": 1,
"first_seal": "10:06:01",
"last_seal": "10:06:01",
"seal_fund": 135829620,
"break_times": 0,
"industry": "汽车",
"zt_stat": "1天1板",
"reason": "人形机器人+新能源汽车零部件+数智化升级",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8571428571428571
},
{
"code": "002881",
"name": "美格智能",
"price": 44.9,
"pct": 10.0,
"amount": 774107440,
"float_cap": 8217641104.0,
"turnover": 9.64,
"limit_days": 1,
"first_seal": "10:07:45",
"last_seal": "13:08:33",
"seal_fund": 58154480,
"break_times": 2,
"industry": "通信",
"zt_stat": "1天1板",
"reason": "端侧AI+高算力模组+机器人",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8571428571428571
},
{
"code": "600121",
"name": "郑州煤电",
"price": 4.91,
"pct": 10.09,
"amount": 596686928,
"float_cap": 5982403106.58,
"turnover": 10.46,
"limit_days": 1,
"first_seal": "10:09:11",
"last_seal": "10:09:11",
"seal_fund": 40317502,
"break_times": 0,
"industry": "煤炭",
"zt_stat": "1天1板",
"reason": "煤炭+算力+国企改革",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "600722",
"name": "金牛化工",
"price": 16.8,
"pct": 10.02,
"amount": 2635581408,
"float_cap": 11429370556.800001,
"turnover": 23.68,
"limit_days": 2,
"first_seal": "10:10:20",
"last_seal": "13:40:59",
"seal_fund": 99034320,
"break_times": 1,
"industry": "基础化工",
"zt_stat": "2天2板",
"reason": "中报增长+甲醇提价+风电项目",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.8571428571428571
},
{
"code": "603559",
"name": "中通国脉",
"price": 10.54,
"pct": 10.02,
"amount": 435460496,
"float_cap": 4229459358.66,
"turnover": 10.77,
"limit_days": 2,
"first_seal": "10:15:57",
"last_seal": "13:14:30",
"seal_fund": 27225874,
"break_times": 3,
"industry": "通信",
"zt_stat": "2天2板",
"reason": "算力+通信服务+低空经济+半年报扭亏",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.7096774193548387
},
{
"code": "920223",
"name": "荣亿精密",
"price": 15.83,
"pct": 29.97,
"amount": 274904416,
"float_cap": 1292919207.5,
"turnover": 23.18,
"limit_days": 1,
"first_seal": "10:17:42",
"last_seal": "14:43:12",
"seal_fund": 10567712,
"break_times": 2,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "",
"high_days": "",
"board_type": "",
"seal_rate": ""
},
{
"code": "603178",
"name": "圣龙股份",
"price": 17.85,
"pct": 9.98,
"amount": 350197840,
"float_cap": 4219952075.8500004,
"turnover": 8.41,
"limit_days": 1,
"first_seal": "10:17:43",
"last_seal": "10:33:52",
"seal_fund": 13951560,
"break_times": 3,
"industry": "汽车",
"zt_stat": "1天1板",
"reason": "液冷油泵+机器人+汽车热管理+中报扭亏",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "002660",
"name": "茂硕电源",
"price": 8.38,
"pct": 9.97,
"amount": 215427689,
"float_cap": 2902431167.84,
"turnover": 7.59,
"limit_days": 1,
"first_seal": "10:19:39",
"last_seal": "11:09:42",
"seal_fund": 51505776,
"break_times": 1,
"industry": "电子",
"zt_stat": "1天1板",
"reason": "机器人电源+LED电源+济南国资",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.5
},
{
"code": "603685",
"name": "晨丰科技",
"price": 26.43,
"pct": 9.99,
"amount": 124654851,
"float_cap": 5324739693.21,
"turnover": 2.41,
"limit_days": 1,
"first_seal": "10:20:22",
"last_seal": "10:20:22",
"seal_fund": 26784611,
"break_times": 0,
"industry": "电子",
"zt_stat": "1天1板",
"reason": "储能+绿电算力+增量配电网",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8333333333333334
},
{
"code": "001330",
"name": "博纳影业",
"price": 5.61,
"pct": 10.0,
"amount": 702824656,
"float_cap": 6523573476.42,
"turnover": 11.11,
"limit_days": 1,
"first_seal": "10:25:30",
"last_seal": "10:48:36",
"seal_fund": 170636570,
"break_times": 2,
"industry": "传媒",
"zt_stat": "1天1板",
"reason": "影视院线+AI影视+重点影片",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6818181818181818
},
{
"code": "003005",
"name": "竞业达",
"price": 16.53,
"pct": 9.98,
"amount": 396006304,
"float_cap": 2218237977.75,
"turnover": 18.75,
"limit_days": 2,
"first_seal": "10:25:30",
"last_seal": "10:25:30",
"seal_fund": 98172066,
"break_times": 0,
"industry": "计算机",
"zt_stat": "2天2板",
"reason": "AI教育+智能体+智慧招考+智慧轨道",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "603533",
"name": "掌阅科技",
"price": 22.59,
"pct": 9.98,
"amount": 845763376,
"float_cap": 9914679502.65,
"turnover": 8.78,
"limit_days": 1,
"first_seal": "10:25:38",
"last_seal": "10:30:14",
"seal_fund": 118443888,
"break_times": 1,
"industry": "数字媒体",
"zt_stat": "1天1板",
"reason": "短剧出海+数字阅读+中报减亏",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "301231",
"name": "荣信文化",
"price": 31.28,
"pct": 19.98,
"amount": 374774752,
"float_cap": 2046681680.0,
"turnover": 19.48,
"limit_days": 1,
"first_seal": "10:35:15",
"last_seal": "10:35:15",
"seal_fund": 54139424,
"break_times": 0,
"industry": "传媒",
"zt_stat": "1天1板",
"reason": "AI漫剧+AI应用+少儿图书",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8333333333333334
},
{
"code": "601595",
"name": "上海电影",
"price": 18.33,
"pct": 10.02,
"amount": 302904736,
"float_cap": 8215505999.999999,
"turnover": 3.81,
"limit_days": 1,
"first_seal": "10:35:38",
"last_seal": "10:35:38",
"seal_fund": 86818212,
"break_times": 0,
"industry": "传媒",
"zt_stat": "1天1板",
"reason": "院线经营+IP商业化+上海国资",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "605577",
"name": "龙版传媒",
"price": 10.62,
"pct": 10.05,
"amount": 133946298,
"float_cap": 4720000005.9,
"turnover": 2.92,
"limit_days": 1,
"first_seal": "10:42:50",
"last_seal": "10:42:50",
"seal_fund": 33133338,
"break_times": 0,
"industry": "传媒",
"zt_stat": "1天1板",
"reason": "出版发行+图书增长+黑龙江国资",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "603058",
"name": "永吉股份",
"price": 10.32,
"pct": 10.02,
"amount": 384184304,
"float_cap": 4279328001.12,
"turnover": 9.21,
"limit_days": 1,
"first_seal": "10:47:42",
"last_seal": "13:00:27",
"seal_fund": 38219862,
"break_times": 2,
"industry": "轻工制造",
"zt_stat": "1天1板",
"reason": "AIGC短剧+管制药品+半年报增长",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.5
},
{
"code": "301218",
"name": "华是科技",
"price": 58.14,
"pct": 20.0,
"amount": 940600128,
"float_cap": 4168821780.54,
"turnover": 24.17,
"limit_days": 1,
"first_seal": "11:06:03",
"last_seal": "11:21:42",
"seal_fund": 140937522,
"break_times": 2,
"industry": "计算机",
"zt_stat": "1天1板",
"reason": "电力资质+智慧城市+AI应用",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.25
},
{
"code": "605118",
"name": "力鼎光电",
"price": 32.82,
"pct": 9.99,
"amount": 182318971,
"float_cap": 13419064170.0,
"turnover": 1.42,
"limit_days": 1,
"first_seal": "11:25:07",
"last_seal": "11:25:07",
"seal_fund": 58944720,
"break_times": 0,
"industry": "计算机",
"zt_stat": "1天1板",
"reason": "光学镜头+机器视觉+低空经济+中报增长",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8333333333333334
},
{
"code": "300364",
"name": "中文在线",
"price": 27.28,
"pct": 20.02,
"amount": 3641103280,
"float_cap": 18034416886.64,
"turnover": 21.64,
"limit_days": 1,
"first_seal": "13:00:42",
"last_seal": "13:00:42",
"seal_fund": 365734776,
"break_times": 0,
"industry": "数字媒体",
"zt_stat": "1天1板",
"reason": "AI短剧+海外短剧+IP资产",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "603950",
"name": "长源东谷",
"price": 65.84,
"pct": 10.01,
"amount": 717734608,
"float_cap": 21323521792.0,
"turnover": 3.53,
"limit_days": 1,
"first_seal": "13:05:44",
"last_seal": "13:05:44",
"seal_fund": 190477753,
"break_times": 0,
"industry": "汽车",
"zt_stat": "1天1板",
"reason": "燃机出海+混动零部件+发动机零部件",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6153846153846154
},
{
"code": "920021",
"name": "流金科技",
"price": 8.85,
"pct": 29.96,
"amount": 587557440,
"float_cap": 2190858856.0499997,
"turnover": 29.4,
"limit_days": 1,
"first_seal": "13:09:30",
"last_seal": "13:44:36",
"seal_fund": 19999725,
"break_times": 2,
"industry": "电视广播",
"zt_stat": "1天1板",
"reason": "",
"high_days": "",
"board_type": "",
"seal_rate": ""
},
{
"code": "603201",
"name": "常润股份",
"price": 16.37,
"pct": 10.01,
"amount": 144551961,
"float_cap": 3083367126.54,
"turnover": 4.86,
"limit_days": 1,
"first_seal": "13:09:48",
"last_seal": "13:09:48",
"seal_fund": 66917646,
"break_times": 0,
"industry": "汽车",
"zt_stat": "1天1板",
"reason": "汽车电子+汽车维修保养设备+收购达峰+全球供应链",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.5714285714285714
},
{
"code": "603113",
"name": "金能科技",
"price": 6.07,
"pct": 9.96,
"amount": 382993072,
"float_cap": 5150338039.12,
"turnover": 7.71,
"limit_days": 1,
"first_seal": "13:12:41",
"last_seal": "13:12:41",
"seal_fund": 37945160,
"break_times": 0,
"industry": "基础化工",
"zt_stat": "1天1板",
"reason": "焦炭+烯烃+循环化工",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "601929",
"name": "吉视传媒",
"price": 2.57,
"pct": 9.83,
"amount": 516461952,
"float_cap": 8968755591.76,
"turnover": 6.01,
"limit_days": 1,
"first_seal": "13:14:44",
"last_seal": "13:14:44",
"seal_fund": 107994630,
"break_times": 0,
"industry": "电视广播",
"zt_stat": "1天1板",
"reason": "AI应用+智慧广电+算力租赁",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "301262",
"name": "海看股份",
"price": 22.33,
"pct": 19.99,
"amount": 736961648,
"float_cap": 2725943503.3599997,
"turnover": 28.65,
"limit_days": 1,
"first_seal": "13:16:42",
"last_seal": "14:08:30",
"seal_fund": 15693524,
"break_times": 4,
"industry": "广告营销",
"zt_stat": "1天1板",
"reason": "AI漫剧+微短剧+IPTV",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "603139",
"name": "康惠股份",
"price": 38.09,
"pct": 9.99,
"amount": 225218645,
"float_cap": 3804429200.0000005,
"turnover": 6.05,
"limit_days": 1,
"first_seal": "13:20:01",
"last_seal": "14:33:13",
"seal_fund": 15415023,
"break_times": 2,
"industry": "医药生物",
"zt_stat": "1天1板",
"reason": "中报扭亏+算力服务+中药",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6666666666666666
},
{
"code": "600551",
"name": "时代出版",
"price": 8.25,
"pct": 10.0,
"amount": 340864944,
"float_cap": 5593955721.75,
"turnover": 6.52,
"limit_days": 2,
"first_seal": "13:21:36",
"last_seal": "13:21:36",
"seal_fund": 73427417,
"break_times": 0,
"industry": "传媒",
"zt_stat": "2天2板",
"reason": "中报扣非增长+AI出版+教育服务+出版主业",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "002303",
"name": "美盈森",
"price": 5.69,
"pct": 10.06,
"amount": 459045888,
"float_cap": 6073298457.25,
"turnover": 7.84,
"limit_days": 1,
"first_seal": "13:22:03",
"last_seal": "13:29:42",
"seal_fund": 15994590,
"break_times": 1,
"industry": "轻工制造",
"zt_stat": "1天1板",
"reason": "包装一体化+消费电子包装+模切业务+海外产能",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.875
},
{
"code": "600892",
"name": "大晟文化",
"price": 4.42,
"pct": 9.95,
"amount": 247648951,
"float_cap": 2472192349.12,
"turnover": 10.51,
"limit_days": 1,
"first_seal": "13:22:36",
"last_seal": "13:22:36",
"seal_fund": 17755140,
"break_times": 0,
"industry": "传媒",
"zt_stat": "1天1板",
"reason": "短剧+影视剧+网络游戏",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6818181818181818
},
{
"code": "603068",
"name": "博通集成",
"price": 39.31,
"pct": 9.99,
"amount": 645400848,
"float_cap": 5966759509.89,
"turnover": 11.19,
"limit_days": 1,
"first_seal": "13:25:12",
"last_seal": "13:25:12",
"seal_fund": 83006996,
"break_times": 0,
"industry": "电子",
"zt_stat": "1天1板",
"reason": "端侧AI+无线芯片+业绩增长",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6666666666666666
},
{
"code": "300911",
"name": "亿田智能",
"price": 26.63,
"pct": 20.01,
"amount": 721101168,
"float_cap": 4562899268.23,
"turnover": 16.96,
"limit_days": 1,
"first_seal": "13:27:30",
"last_seal": "13:27:30",
"seal_fund": 89217903,
"break_times": 0,
"industry": "家用电器",
"zt_stat": "1天1板",
"reason": "算力中心+服务器采购+集成灶",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.5
},
{
"code": "600246",
"name": "万通发展",
"price": 13.33,
"pct": 9.98,
"amount": 1892625360,
"float_cap": 25199198305.08,
"turnover": 7.92,
"limit_days": 1,
"first_seal": "13:29:49",
"last_seal": "13:30:01",
"seal_fund": 148845446,
"break_times": 1,
"industry": "房地产",
"zt_stat": "1天1板",
"reason": "高速交换芯片+AI算力+科技转型",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.625
},
{
"code": "603090",
"name": "宏盛股份",
"price": 42.13,
"pct": 10.0,
"amount": 193333774,
"float_cap": 4213000000.0000005,
"turnover": 4.81,
"limit_days": 1,
"first_seal": "13:31:03",
"last_seal": "13:31:03",
"seal_fund": 35342857,
"break_times": 0,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "液冷服务器+氢能源+铝制板翅式换热器+海外扩张",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6521739130434783
},
{
"code": "002757",
"name": "南兴股份",
"price": 17.48,
"pct": 10.01,
"amount": 479440288,
"float_cap": 4967879732.08,
"turnover": 9.96,
"limit_days": 1,
"first_seal": "13:31:09",
"last_seal": "13:31:09",
"seal_fund": 145651575,
"break_times": 0,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "半年报增长+AI智算+家具装备",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6
},
{
"code": "600671",
"name": "天目药业",
"price": 22.86,
"pct": 10.01,
"amount": 240374806,
"float_cap": 2783674384.38,
"turnover": 8.86,
"limit_days": 1,
"first_seal": "13:33:24",
"last_seal": "14:19:57",
"seal_fund": 34680906,
"break_times": 6,
"industry": "医药生物",
"zt_stat": "1天1板",
"reason": "中药制造+国企背景+控股权转让",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "002875",
"name": "安奈儿",
"price": 14.49,
"pct": 10.02,
"amount": 146869200,
"float_cap": 3077829883.8,
"turnover": 4.95,
"limit_days": 1,
"first_seal": "13:41:30",
"last_seal": "13:41:30",
"seal_fund": 97544492,
"break_times": 0,
"industry": "纺织服装",
"zt_stat": "1天1板",
"reason": "跨境电商+童装品牌+半年报改善",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8
},
{
"code": "002396",
"name": "星网锐捷",
"price": 40.36,
"pct": 10.0,
"amount": 5255444224,
"float_cap": 30569273678.16,
"turnover": 18.57,
"limit_days": 3,
"first_seal": "13:46:27",
"last_seal": "13:53:00",
"seal_fund": 244556253,
"break_times": 2,
"industry": "通信",
"zt_stat": "7天4板",
"reason": "数据中心交换机+光通信+福建国资",
"high_days": "3天3板",
"board_type": "换手板",
"seal_rate": 0.7142857142857143
},
{
"code": "000977",
"name": "浪潮信息",
"price": 85.18,
"pct": 9.99,
"amount": 9601180928,
"float_cap": 124951876259.52,
"turnover": 7.95,
"limit_days": 1,
"first_seal": "13:51:57",
"last_seal": "13:56:09",
"seal_fund": 407519433,
"break_times": 1,
"industry": "计算机",
"zt_stat": "1天1板",
"reason": "中报增长+AI算力+液冷服务器",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.4
},
{
"code": "603313",
"name": "梦百合",
"price": 6.74,
"pct": 9.95,
"amount": 298377712,
"float_cap": 3845755604.9,
"turnover": 8.05,
"limit_days": 1,
"first_seal": "13:56:42",
"last_seal": "14:25:12",
"seal_fund": 27318635,
"break_times": 5,
"industry": "轻工制造",
"zt_stat": "1天1板",
"reason": "记忆绵家居+境外电商+盈利修复",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8571428571428571
},
{
"code": "603001",
"name": "奥康国际",
"price": 9.03,
"pct": 9.99,
"amount": 148998541,
"float_cap": 3620849399.9999995,
"turnover": 4.25,
"limit_days": 1,
"first_seal": "14:08:26",
"last_seal": "14:08:26",
"seal_fund": 53870903,
"break_times": 0,
"industry": "纺织服装",
"zt_stat": "1天1板",
"reason": "皮鞋制造+线上电商+半年报扭亏",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6
},
{
"code": "002008",
"name": "大族激光",
"price": 96.38,
"pct": 10.0,
"amount": 5336748544,
"float_cap": 92209628051.14,
"turnover": 6.05,
"limit_days": 1,
"first_seal": "14:14:21",
"last_seal": "14:14:21",
"seal_fund": 278905407,
"break_times": 0,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "AI PCB+空芯光纤+消费电子",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.5882352941176471
},
{
"code": "603236",
"name": "移远通信",
"price": 61.64,
"pct": 9.99,
"amount": 1383246080,
"float_cap": 24986708339.12,
"turnover": 5.73,
"limit_days": 1,
"first_seal": "14:14:22",
"last_seal": "14:17:19",
"seal_fund": 78066320,
"break_times": 1,
"industry": "通信",
"zt_stat": "1天1板",
"reason": "端侧AI+人形机器人+物联网模组+中报增长",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "603459",
"name": "红板科技",
"price": 94.97,
"pct": 10.0,
"amount": 1972097328,
"float_cap": 7507554954.26,
"turnover": 27.25,
"limit_days": 1,
"first_seal": "14:16:03",
"last_seal": "14:51:24",
"seal_fund": 47152605,
"break_times": 2,
"industry": "电子",
"zt_stat": "1天1板",
"reason": "光模块PCB+HDI扩产+存储载板",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.625
},
{
"code": "601136",
"name": "首创证券",
"price": 15.86,
"pct": 9.99,
"amount": 639914624,
"float_cap": 43350674068.0,
"turnover": 1.54,
"limit_days": 1,
"first_seal": "14:24:27",
"last_seal": "14:24:27",
"seal_fund": 106374590,
"break_times": 0,
"industry": "非银金融",
"zt_stat": "1天1板",
"reason": "证券+资管业务+北京国资",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.0
},
{
"code": "603297",
"name": "永新光学",
"price": 115.86,
"pct": 10.0,
"amount": 308329536,
"float_cap": 12829073526.0,
"turnover": 2.51,
"limit_days": 1,
"first_seal": "14:35:25",
"last_seal": "14:35:25",
"seal_fund": 98595817,
"break_times": 0,
"industry": "电子",
"zt_stat": "1天1板",
"reason": "半导体光学+光刻机+精密光学+商业航天",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.7142857142857143
}
],
"reason": [
{
"code": "603459",
"name": "红板科技",
"price": 94.97,
"pct": 9.9954,
"reason": "光模块PCB+HDI扩产+存储载板",
"board_type": "换手板",
"seal_rate": 0.625,
"break_times": 2,
"seal_amount": 47152605.0,
"high_days": "首板",
"first_time": "14:16:03",
"is_again": 1
},
{
"code": "000965",
"name": "天保基建",
"price": 3.62,
"pct": 10.0304,
"reason": "房地产+主题园区+天津国资",
"board_type": "T字板",
"seal_rate": 0.6666666666666666,
"break_times": 4,
"seal_amount": 13143640.8,
"high_days": "首板",
"first_time": "09:25:00",
"is_again": 1
},
{
"code": "603297",
"name": "永新光学",
"price": 115.86,
"pct": 9.9972,
"reason": "半导体光学+光刻机+精密光学+商业航天",
"board_type": "换手板",
"seal_rate": 0.7142857142857143,
"break_times": 0,
"seal_amount": 98595817.0,
"high_days": "首板",
"first_time": "14:35:25",
"is_again": 0
},
{
"code": "603139",
"name": "康惠股份",
"price": 38.09,
"pct": 9.9913,
"reason": "中报扭亏+算力服务+中药",
"board_type": "换手板",
"seal_rate": 0.6666666666666666,
"break_times": 2,
"seal_amount": 15415023.0,
"high_days": "首板",
"first_time": "13:20:01",
"is_again": 1
},
{
"code": "000712",
"name": "锦龙股份",
"price": 12.98,
"pct": 10.0,
"reason": "证券业务+算力租赁+重大重组",
"board_type": "换手板",
"seal_rate": 0.6,
"break_times": 5,
"seal_amount": 52450882.0,
"high_days": "4天4板",
"first_time": "09:31:33",
"is_again": 1
},
{
"code": "603313",
"name": "梦百合",
"price": 6.74,
"pct": 9.9511,
"reason": "记忆绵家居+境外电商+盈利修复",
"board_type": "换手板",
"seal_rate": 0.8571428571428571,
"break_times": 7,
"seal_amount": 27318635.0,
"high_days": "首板",
"first_time": "13:56:42",
"is_again": 1
},
{
"code": "601136",
"name": "首创证券",
"price": 15.86,
"pct": 9.9861,
"reason": "证券+资管业务+北京国资",
"board_type": "换手板",
"seal_rate": 0.0,
"break_times": 0,
"seal_amount": 106374590.0,
"high_days": "首板",
"first_time": "14:24:27",
"is_again": 0
},
{
"code": "600671",
"name": "天目药业",
"price": 22.86,
"pct": 10.0096,
"reason": "中药制造+国企背景+控股权转让",
"board_type": "换手板",
"seal_rate": 0.8,
"break_times": 7,
"seal_amount": 34680906.0,
"high_days": "首板",
"first_time": "13:33:24",
"is_again": 1
},
{
"code": "603236",
"name": "移远通信",
"price": 61.64,
"pct": 9.9929,
"reason": "端侧AI+人形机器人+物联网模组+中报增长",
"board_type": "换手板",
"seal_rate": 1.0,
"break_times": 2,
"seal_amount": 78066320.0,
"high_days": "首板",
"first_time": "14:14:22",
"is_again": 1
},
{
"code": "002008",
"name": "大族激光",
"price": 96.38,
"pct": 9.9977,
"reason": "AI PCB+空芯光纤+消费电子",
"board_type": "换手板",
"seal_rate": 0.5882352941176471,
"break_times": 0,
"seal_amount": 278905410.0,
"high_days": "首板",
"first_time": "14:14:21",
"is_again": 0
},
{
"code": "301262",
"name": "海看股份",
"price": 22.33,
"pct": 19.9893,
"reason": "AI漫剧+微短剧+IPTV",
"board_type": "换手板",
"seal_rate": 1.0,
"break_times": 5,
"seal_amount": 15693524.0,
"high_days": "首板",
"first_time": "13:16:42",
"is_again": 1
},
{
"code": "603001",
"name": "奥康国际",
"price": 9.03,
"pct": 9.9878,
"reason": "皮鞋制造+线上电商+半年报扭亏",
"board_type": "换手板",
"seal_rate": 0.6,
"break_times": 0,
"seal_amount": 53870903.0,
"high_days": "首板",
"first_time": "14:08:26",
"is_again": 0
},
{
"code": "002886",
"name": "沃特股份",
"price": 29.04,
"pct": 10.0,
"reason": "PTFE薄膜+人形机器人+半年报增长",
"board_type": "换手板",
"seal_rate": 0.5714285714285714,
"break_times": 7,
"seal_amount": 39240010.0,
"high_days": "3天3板",
"first_time": "09:30:27",
"is_again": 1
},
{
"code": "000977",
"name": "浪潮信息",
"price": 85.18,
"pct": 9.9948,
"reason": "中报增长+AI算力+液冷服务器",
"board_type": "换手板",
"seal_rate": 0.4,
"break_times": 1,
"seal_amount": 407519430.0,
"high_days": "首板",
"first_time": "13:51:57",
"is_again": 1
},
{
"code": "002396",
"name": "星网锐捷",
"price": 40.36,
"pct": 10.0027,
"reason": "数据中心交换机+光通信+福建国资",
"board_type": "换手板",
"seal_rate": 0.7142857142857143,
"break_times": 2,
"seal_amount": 244556250.0,
"high_days": "3天3板",
"first_time": "13:46:27",
"is_again": 1
},
{
"code": "002875",
"name": "安奈儿",
"price": 14.49,
"pct": 10.0228,
"reason": "跨境电商+童装品牌+半年报改善",
"board_type": "换手板",
"seal_rate": 0.8,
"break_times": 0,
"seal_amount": 97544492.0,
"high_days": "首板",
"first_time": "13:41:30",
"is_again": 0
},
{
"code": "600722",
"name": "金牛化工",
"price": 16.8,
"pct": 10.0196,
"reason": "中报增长+甲醇提价+风电项目",
"board_type": "换手板",
"seal_rate": 0.8571428571428571,
"break_times": 1,
"seal_amount": 99034320.0,
"high_days": "2天2板",
"first_time": "10:10:20",
"is_again": 1
},
{
"code": "002757",
"name": "南兴股份",
"price": 17.48,
"pct": 10.0063,
"reason": "半年报增长+AI智算+家具装备",
"board_type": "换手板",
"seal_rate": 0.6,
"break_times": 0,
"seal_amount": 145651580.0,
"high_days": "首板",
"first_time": "13:31:09",
"is_again": 1
},
{
"code": "603090",
"name": "宏盛股份",
"price": 42.13,
"pct": 10.0,
"reason": "液冷服务器+氢能源+铝制板翅式换热器+海外扩张",
"board_type": "换手板",
"seal_rate": 0.6521739130434783,
"break_times": 0,
"seal_amount": 35342857.0,
"high_days": "首板",
"first_time": "13:31:03",
"is_again": 0
},
{
"code": "600246",
"name": "万通发展",
"price": 13.33,
"pct": 9.9835,
"reason": "高速交换芯片+AI算力+科技转型",
"board_type": "换手板",
"seal_rate": 0.625,
"break_times": 1,
"seal_amount": 148845450.0,
"high_days": "首板",
"first_time": "13:29:49",
"is_again": 1
},
{
"code": "002303",
"name": "美盈森",
"price": 5.69,
"pct": 10.058,
"reason": "包装一体化+消费电子包装+模切业务+海外产能",
"board_type": "换手板",
"seal_rate": 0.875,
"break_times": 1,
"seal_amount": 15994590.0,
"high_days": "首板",
"first_time": "13:22:03",
"is_again": 1
},
{
"code": "300911",
"name": "亿田智能",
"price": 26.63,
"pct": 20.009,
"reason": "算力中心+服务器采购+集成灶",
"board_type": "换手板",
"seal_rate": 0.5,
"break_times": 0,
"seal_amount": 89217903.0,
"high_days": "首板",
"first_time": "13:27:30",
"is_again": 0
},
{
"code": "603068",
"name": "博通集成",
"price": 39.31,
"pct": 9.9888,
"reason": "端侧AI+无线芯片+业绩增长",
"board_type": "换手板",
"seal_rate": 0.6666666666666666,
"break_times": 0,
"seal_amount": 83006996.0,
"high_days": "首板",
"first_time": "13:25:12",
"is_again": 0
},
{
"code": "001221",
"name": "悍高集团",
"price": 41.27,
"pct": 9.9947,
"reason": "家居五金+存量翻新+产能释放",
"board_type": "换手板",
"seal_rate": 0.8,
"break_times": 10,
"seal_amount": 33165026.0,
"high_days": "首板",
"first_time": "09:33:15",
"is_again": 1
},
{
"code": "600892",
"name": "大晟文化",
"price": 4.42,
"pct": 9.9502,
"reason": "短剧+影视剧+网络游戏",
"board_type": "换手板",
"seal_rate": 0.6818181818181818,
"break_times": 0,
"seal_amount": 17755140.0,
"high_days": "首板",
"first_time": "13:22:36",
"is_again": 0
},
{
"code": "600551",
"name": "时代出版",
"price": 8.25,
"pct": 10.0,
"reason": "中报扣非增长+AI出版+教育服务+出版主业",
"board_type": "换手板",
"seal_rate": 1.0,
"break_times": 0,
"seal_amount": 73427417.0,
"high_days": "2天2板",
"first_time": "13:21:36",
"is_again": 0
},
{
"code": "601929",
"name": "吉视传媒",
"price": 2.57,
"pct": 9.8291,
"reason": "AI应用+智慧广电+算力租赁",
"board_type": "换手板",
"seal_rate": 0.8,
"break_times": 0,
"seal_amount": 107994630.0,
"high_days": "首板",
"first_time": "13:14:44",
"is_again": 0
},
{
"code": "603559",
"name": "中通国脉",
"price": 10.54,
"pct": 10.0209,
"reason": "算力+通信服务+低空经济+半年报扭亏",
"board_type": "换手板",
"seal_rate": 0.7096774193548387,
"break_times": 3,
"seal_amount": 27225874.0,
"high_days": "2天2板",
"first_time": "10:15:57",
"is_again": 1
},
{
"code": "603113",
"name": "金能科技",
"price": 6.07,
"pct": 9.9638,
"reason": "焦炭+烯烃+循环化工",
"board_type": "换手板",
"seal_rate": 0.8,
"break_times": 0,
"seal_amount": 37945160.0,
"high_days": "首板",
"first_time": "13:12:41",
"is_again": 0
},
{
"code": "603201",
"name": "常润股份",
"price": 16.37,
"pct": 10.0134,
"reason": "汽车电子+汽车维修保养设备+收购达峰+全球供应链",
"board_type": "换手板",
"seal_rate": 0.5714285714285714,
"break_times": 0,
"seal_amount": 66917646.0,
"high_days": "首板",
"first_time": "13:09:48",
"is_again": 0
},
{
"code": "002881",
"name": "美格智能",
"price": 44.9,
"pct": 9.9951,
"reason": "端侧AI+高算力模组+机器人",
"board_type": "换手板",
"seal_rate": 0.8571428571428571,
"break_times": 2,
"seal_amount": 58154480.0,
"high_days": "首板",
"first_time": "10:07:45",
"is_again": 1
},
{
"code": "603950",
"name": "长源东谷",
"price": 65.84,
"pct": 10.0084,
"reason": "燃机出海+混动零部件+发动机零部件",
"board_type": "换手板",
"seal_rate": 0.6153846153846154,
"break_times": 0,
"seal_amount": 190477750.0,
"high_days": "首板",
"first_time": "13:05:44",
"is_again": 0
},
{
"code": "300364",
"name": "中文在线",
"price": 27.28,
"pct": 20.0176,
"reason": "AI短剧+海外短剧+IP资产",
"board_type": "换手板",
"seal_rate": 1.0,
"break_times": 0,
"seal_amount": 365734780.0,
"high_days": "首板",
"first_time": "13:00:42",
"is_again": 0
},
{
"code": "603058",
"name": "永吉股份",
"price": 10.32,
"pct": 10.0213,
"reason": "AIGC短剧+管制药品+半年报增长",
"board_type": "换手板",
"seal_rate": 0.5,
"break_times": 2,
"seal_amount": 38219862.0,
"high_days": "首板",
"first_time": "10:47:42",
"is_again": 1
},
{
"code": "605118",
"name": "力鼎光电",
"price": 32.82,
"pct": 9.9866,
"reason": "光学镜头+机器视觉+低空经济+中报增长",
"board_type": "换手板",
"seal_rate": 0.8333333333333334,
"break_times": 0,
"seal_amount": 58944720.0,
"high_days": "首板",
"first_time": "11:25:07",
"is_again": 0
},
{
"code": "301218",
"name": "华是科技",
"price": 58.14,
"pct": 20.0,
"reason": "电力资质+智慧城市+AI应用",
"board_type": "换手板",
"seal_rate": 0.25,
"break_times": 2,
"seal_amount": 140937520.0,
"high_days": "首板",
"first_time": "11:06:03",
"is_again": 1
},
{
"code": "603989",
"name": "艾华集团",
"price": 31.46,
"pct": 10.0,
"reason": "半年报增长+MLPC+薄膜电容器+AI服务器",
"board_type": "换手板",
"seal_rate": 0.6956521739130435,
"break_times": 3,
"seal_amount": 51886978.0,
"high_days": "首板",
"first_time": "09:42:34",
"is_again": 1
},
{
"code": "002660",
"name": "茂硕电源",
"price": 8.38,
"pct": 9.9738,
"reason": "机器人电源+LED电源+济南国资",
"board_type": "换手板",
"seal_rate": 0.5,
"break_times": 1,
"seal_amount": 51505776.0,
"high_days": "首板",
"first_time": "10:19:39",
"is_again": 1
},
{
"code": "601086",
"name": "国芳集团",
"price": 9.17,
"pct": 9.952,
"reason": "半年报增长+新零售+连锁零售",
"board_type": "T字板",
"seal_rate": 1.0,
"break_times": 1,
"seal_amount": 84343826.0,
"high_days": "2天2板",
"first_time": "09:25:02",
"is_again": 1
},
{
"code": "001330",
"name": "博纳影业",
"price": 5.61,
"pct": 10.0,
"reason": "影视院线+AI影视+重点影片",
"board_type": "换手板",
"seal_rate": 0.6818181818181818,
"break_times": 2,
"seal_amount": 170636570.0,
"high_days": "首板",
"first_time": "10:25:30",
"is_again": 1
},
{
"code": "605577",
"name": "龙版传媒",
"price": 10.62,
"pct": 10.0518,
"reason": "出版发行+图书增长+黑龙江国资",
"board_type": "换手板",
"seal_rate": 1.0,
"break_times": 0,
"seal_amount": 33133338.0,
"high_days": "首板",
"first_time": "10:42:50",
"is_again": 0
},
{
"code": "605287",
"name": "德才股份",
"price": 41.58,
"pct": 10.0,
"reason": "AI漫剧+AI应用+建筑装饰+股权激励",
"board_type": "换手板",
"seal_rate": 0.8421052631578947,
"break_times": 2,
"seal_amount": 73779552.0,
"high_days": "首板",
"first_time": "09:36:28",
"is_again": 1
},
{
"code": "601595",
"name": "上海电影",
"price": 18.33,
"pct": 10.024,
"reason": "院线经营+IP商业化+上海国资",
"board_type": "换手板",
"seal_rate": 1.0,
"break_times": 0,
"seal_amount": 86818212.0,
"high_days": "首板",
"first_time": "10:35:38",
"is_again": 0
},
{
"code": "301231",
"name": "荣信文化",
"price": 31.28,
"pct": 19.9847,
"reason": "AI漫剧+AI应用+少儿图书",
"board_type": "换手板",
"seal_rate": 0.8333333333333334,
"break_times": 0,
"seal_amount": 54139424.0,
"high_days": "首板",
"first_time": "10:35:15",
"is_again": 0
},
{
"code": "603178",
"name": "圣龙股份",
"price": 17.85,
"pct": 9.9815,
"reason": "液冷油泵+机器人+汽车热管理+中报扭亏",
"board_type": "换手板",
"seal_rate": 0.8,
"break_times": 3,
"seal_amount": 13951560.0,
"high_days": "首板",
"first_time": "10:17:43",
"is_again": 1
},
{
"code": "603533",
"name": "掌阅科技",
"price": 22.59,
"pct": 9.9805,
"reason": "短剧出海+数字阅读+中报减亏",
"board_type": "换手板",
"seal_rate": 0.8,
"break_times": 1,
"seal_amount": 118443888.0,
"high_days": "首板",
"first_time": "10:25:38",
"is_again": 1
},
{
"code": "003005",
"name": "竞业达",
"price": 16.53,
"pct": 9.98,
"reason": "AI教育+智能体+智慧招考+智慧轨道",
"board_type": "换手板",
"seal_rate": 1.0,
"break_times": 0,
"seal_amount": 98172067.0,
"high_days": "2天2板",
"first_time": "10:25:30",
"is_again": 0
},
{
"code": "603978",
"name": "深圳新星",
"price": 20.92,
"pct": 9.9895,
"reason": "六氟磷酸锂+三氟化硼+铝基新材+半年报扭亏",
"board_type": "换手板",
"seal_rate": 0.75,
"break_times": 4,
"seal_amount": 22380216.0,
"high_days": "首板",
"first_time": "09:39:16",
"is_again": 1
},
{
"code": "603685",
"name": "晨丰科技",
"price": 26.43,
"pct": 9.9875,
"reason": "储能+绿电算力+增量配电网",
"board_type": "换手板",
"seal_rate": 0.8333333333333334,
"break_times": 0,
"seal_amount": 26784611.0,
"high_days": "首板",
"first_time": "10:20:22",
"is_again": 0
},
{
"code": "002855",
"name": "捷荣技术",
"price": 16.1,
"pct": 9.9727,
"reason": "折叠屏+精密结构件+亏损收窄",
"board_type": "换手板",
"seal_rate": 0.6666666666666666,
"break_times": 6,
"seal_amount": 34681010.0,
"high_days": "5天5板",
"first_time": "09:31:03",
"is_again": 1
},
{
"code": "600121",
"name": "郑州煤电",
"price": 4.91,
"pct": 10.0897,
"reason": "煤炭+算力+国企改革",
"board_type": "换手板",
"seal_rate": 0.8,
"break_times": 0,
"seal_amount": 40317503.0,
"high_days": "首板",
"first_time": "10:09:11",
"is_again": 0
},
{
"code": "603358",
"name": "华达科技",
"price": 49.72,
"pct": 10.0,
"reason": "人形机器人+新能源汽车零部件+数智化升级",
"board_type": "换手板",
"seal_rate": 0.8571428571428571,
"break_times": 0,
"seal_amount": 135829620.0,
"high_days": "首板",
"first_time": "10:06:01",
"is_again": 0
},
{
"code": "603893",
"name": "瑞芯微",
"price": 194.59,
"pct": 10.0,
"reason": "Microduck催化+端侧AI+AIoT芯片+半年报增长",
"board_type": "换手板",
"seal_rate": 0.3333333333333333,
"break_times": 1,
"seal_amount": 180462770.0,
"high_days": "首板",
"first_time": "09:37:23",
"is_again": 1
},
{
"code": "002141",
"name": "贤丰控股",
"price": 7.1,
"pct": 10.0775,
"reason": "覆铜板+拟布局PCB+动物保健",
"board_type": "换手板",
"seal_rate": 0.6538461538461539,
"break_times": 0,
"seal_amount": 144130710.0,
"high_days": "首板",
"first_time": "10:04:51",
"is_again": 0
},
{
"code": "002921",
"name": "联诚精密",
"price": 23.22,
"pct": 9.9953,
"reason": "机器人+精密制造+中报扭亏",
"board_type": "换手板",
"seal_rate": 0.8571428571428571,
"break_times": 0,
"seal_amount": 86404824.0,
"high_days": "首板",
"first_time": "10:03:24",
"is_again": 0
},
{
"code": "600691",
"name": "潞化科技",
"price": 3.23,
"pct": 9.8639,
"reason": "业绩扭亏+化肥+煤气化",
"board_type": "换手板",
"seal_rate": 0.75,
"break_times": 1,
"seal_amount": 43728386.0,
"high_days": "2天2板",
"first_time": "09:32:09",
"is_again": 1
},
{
"code": "002418",
"name": "康盛股份",
"price": 5.39,
"pct": 10.0,
"reason": "液冷+算力+家电制冷",
"board_type": "换手板",
"seal_rate": 0.8888888888888888,
"break_times": 0,
"seal_amount": 134988510.0,
"high_days": "5天4板",
"first_time": "09:55:18",
"is_again": 0
},
{
"code": "003018",
"name": "金富科技",
"price": 49.38,
"pct": 10.0022,
"reason": "液冷散热+业绩增长+定增扩产",
"board_type": "换手板",
"seal_rate": 0.6756756756756757,
"break_times": 2,
"seal_amount": 92330724.0,
"high_days": "首板",
"first_time": "09:44:06",
"is_again": 1
},
{
"code": "002830",
"name": "名雕股份",
"price": 15.77,
"pct": 9.9721,
"reason": "房地产产业链+住宅装饰+半年报增长",
"board_type": "换手板",
"seal_rate": 0.9375,
"break_times": 0,
"seal_amount": 71954788.0,
"high_days": "首板",
"first_time": "09:54:33",
"is_again": 0
},
{
"code": "002328",
"name": "新朋股份",
"price": 8.5,
"pct": 9.9612,
"reason": "液冷机柜+海外交付+中报增长",
"board_type": "换手板",
"seal_rate": 0.7142857142857143,
"break_times": 0,
"seal_amount": 50253913.0,
"high_days": "首板",
"first_time": "09:53:30",
"is_again": 0
},
{
"code": "003036",
"name": "泰坦股份",
"price": 59.61,
"pct": 10.0018,
"reason": "电子布织机+固态电池+机器人概念+纺织机械",
"board_type": "换手板",
"seal_rate": 0.8214285714285714,
"break_times": 0,
"seal_amount": 177327830.0,
"high_days": "首板",
"first_time": "09:52:03",
"is_again": 0
},
{
"code": "002903",
"name": "宇环数控",
"price": 31.85,
"pct": 10.0173,
"reason": "机器人+消费电子+数控机床",
"board_type": "换手板",
"seal_rate": 0.7619047619047619,
"break_times": 0,
"seal_amount": 165569010.0,
"high_days": "首板",
"first_time": "09:47:12",
"is_again": 0
},
{
"code": "603216",
"name": "梦天家居",
"price": 22.65,
"pct": 10.0049,
"reason": "木作转型+高端全屋定制",
"board_type": "换手板",
"seal_rate": 0.6111111111111112,
"break_times": 2,
"seal_amount": 75041715.0,
"high_days": "首板",
"first_time": "09:36:34",
"is_again": 1
},
{
"code": "002909",
"name": "集泰股份",
"price": 6.02,
"pct": 10.0548,
"reason": "液冷硅油+新能源胶+密封胶",
"board_type": "换手板",
"seal_rate": 0.3333333333333333,
"break_times": 0,
"seal_amount": 48776117.0,
"high_days": "首板",
"first_time": "09:44:36",
"is_again": 0
},
{
"code": "002081",
"name": "金螳螂",
"price": 6.16,
"pct": 10.0,
"reason": "项目中标+建筑装饰+洁净室+参建数据中心",
"board_type": "换手板",
"seal_rate": 0.9,
"break_times": 0,
"seal_amount": 244163920.0,
"high_days": "首板",
"first_time": "09:42:12",
"is_again": 0
},
{
"code": "603269",
"name": "海鸥股份",
"price": 24.4,
"pct": 10.009,
"reason": "中报增长+液冷服务器+核电冷却",
"board_type": "换手板",
"seal_rate": 0.6818181818181818,
"break_times": 6,
"seal_amount": 29005256.0,
"high_days": "3天3板",
"first_time": "09:35:29",
"is_again": 1
},
{
"code": "301151",
"name": "冠龙节能",
"price": 20.74,
"pct": 20.0231,
"reason": "数据中心液冷+智慧水务+节水阀门",
"board_type": "换手板",
"seal_rate": 1.0,
"break_times": 0,
"seal_amount": 72628784.0,
"high_days": "首板",
"first_time": "09:41:15",
"is_again": 0
},
{
"code": "600227",
"name": "赤天化",
"price": 5.04,
"pct": 10.0437,
"reason": "中报扭亏+甲醇+尿素+煤化工",
"board_type": "换手板",
"seal_rate": 0.8,
"break_times": 3,
"seal_amount": 76193722.0,
"high_days": "4天3板",
"first_time": "09:35:15",
"is_again": 1
},
{
"code": "603270",
"name": "金帝股份",
"price": 30.25,
"pct": 10.0,
"reason": "液冷散热+人形机器人+轴承保持架",
"board_type": "换手板",
"seal_rate": 1.0,
"break_times": 2,
"seal_amount": 46237125.0,
"high_days": "首板",
"first_time": "09:34:42",
"is_again": 1
},
{
"code": "601330",
"name": "绿色动力",
"price": 7.81,
"pct": 10.0,
"reason": "中报增长+绿色电力+垃圾焚烧+北京国资",
"board_type": "换手板",
"seal_rate": 0.6666666666666666,
"break_times": 0,
"seal_amount": 46855642.0,
"high_days": "首板",
"first_time": "09:36:37",
"is_again": 0
},
{
"code": "603721",
"name": "中广天择",
"price": 19.1,
"pct": 10.023,
"reason": "AI语料+传媒内容+控股变更",
"board_type": "换手板",
"seal_rate": 0.8,
"break_times": 1,
"seal_amount": 61782789.0,
"high_days": "首板",
"first_time": "09:35:31",
"is_again": 1
},
{
"code": "300413",
"name": "芒果超媒",
"price": 16.98,
"pct": 20.0,
"reason": "AIGC长剧+AI应用+微短剧",
"board_type": "换手板",
"seal_rate": null,
"break_times": 0,
"seal_amount": 387913400.0,
"high_days": "首板",
"first_time": "09:35:21",
"is_again": 0
},
{
"code": "000892",
"name": "欢瑞世纪",
"price": 4.3,
"pct": 9.9744,
"reason": "互动影游+AIGC+影视制作",
"board_type": "换手板",
"seal_rate": 0.8076923076923077,
"break_times": 0,
"seal_amount": 158916820.0,
"high_days": "首板",
"first_time": "09:34:51",
"is_again": 0
},
{
"code": "002375",
"name": "亚厦股份",
"price": 4.07,
"pct": 10.0,
"reason": "装配式装修+3D建筑打印+建筑装饰+洁净室拓展",
"board_type": "换手板",
"seal_rate": 0.5,
"break_times": 4,
"seal_amount": 33365046.0,
"high_days": "首板",
"first_time": "09:30:15",
"is_again": 1
},
{
"code": "601882",
"name": "海天精工",
"price": 21.91,
"pct": 9.99,
"reason": "半年报增长+工业母机+五轴机床",
"board_type": "换手板",
"seal_rate": 1.0,
"break_times": 1,
"seal_amount": 31377924.0,
"high_days": "首板",
"first_time": "09:33:30",
"is_again": 1
},
{
"code": "600110",
"name": "诺德股份",
"price": 12.03,
"pct": 9.9634,
"reason": "高端PCB+锂电铜箔+聚焦主业",
"board_type": "换手板",
"seal_rate": 0.5555555555555556,
"break_times": 1,
"seal_amount": 171295470.0,
"high_days": "首板",
"first_time": "09:33:36",
"is_again": 1
},
{
"code": "002169",
"name": "智光电气",
"price": 13.41,
"pct": 10.0082,
"reason": "重组终止+储能+固态变压器+业绩扭亏",
"board_type": "换手板",
"seal_rate": 0.6363636363636364,
"break_times": 1,
"seal_amount": 94983030.0,
"high_days": "首板",
"first_time": "09:31:42",
"is_again": 1
},
{
"code": "002534",
"name": "西子洁能",
"price": 16.52,
"pct": 9.9867,
"reason": "算力储能+燃机锅炉+在手订单",
"board_type": "换手板",
"seal_rate": 0.6666666666666666,
"break_times": 1,
"seal_amount": 168303740.0,
"high_days": "首板",
"first_time": "09:31:36",
"is_again": 1
},
{
"code": "002098",
"name": "浔兴股份",
"price": 8.15,
"pct": 9.9865,
"reason": "拉链业务+跨境电商+越南建厂",
"board_type": "换手板",
"seal_rate": 0.6666666666666666,
"break_times": 0,
"seal_amount": 14095425.0,
"high_days": "首板",
"first_time": "09:31:18",
"is_again": 1
},
{
"code": "600540",
"name": "新赛股份",
"price": 5.56,
"pct": 10.099,
"reason": "业绩增长+棉花全产业链+棉蛋白",
"board_type": "一字板",
"seal_rate": 1.0,
"break_times": 0,
"seal_amount": 246778240.0,
"high_days": "3天3板",
"first_time": "09:25:04",
"is_again": 0
},
{
"code": "600371",
"name": "万向德农",
"price": 12.69,
"pct": 9.9653,
"reason": "转基因玉米+玉米种业+新品研发",
"board_type": "一字板",
"seal_rate": 0.8571428571428571,
"break_times": 0,
"seal_amount": 141811380.0,
"high_days": "5天5板",
"first_time": "09:25:00",
"is_again": 0
},
{
"code": "002679",
"name": "福建金森",
"price": 11.74,
"pct": 10.0281,
"reason": "林业主业+海峡两岸+国有控股+中报亏损收窄",
"board_type": "一字板",
"seal_rate": 0.6428571428571429,
"break_times": 0,
"seal_amount": 353959060.0,
"high_days": "2天2板",
"first_time": "09:25:00",
"is_again": 0
},
{
"code": "002133",
"name": "广宇集团",
"price": 3.1,
"pct": 9.9291,
"reason": "房地产开发+银发康养+贸易+股份回购",
"board_type": "一字板",
"seal_rate": 0.6666666666666666,
"break_times": 0,
"seal_amount": 31150784.0,
"high_days": "首板",
"first_time": "09:25:00",
"is_again": 0
},
{
"code": "002084",
"name": "海鸥住工",
"price": 6.38,
"pct": 10.0,
"reason": "控制权拟变更+装配式厨卫+越南制造",
"board_type": "一字板",
"seal_rate": 0.6428571428571429,
"break_times": 0,
"seal_amount": 330898030.0,
"high_days": "6天6板",
"first_time": "09:25:00",
"is_again": 0
},
{
"code": "000560",
"name": "我爱我家",
"price": 2.9,
"pct": 9.8485,
"reason": "净利增长+房产经纪+AI应用",
"board_type": "一字板",
"seal_rate": 0.7142857142857143,
"break_times": 0,
"seal_amount": 458788700.0,
"high_days": "5天3板",
"first_time": "09:25:00",
"is_again": 0
},
{
"code": "000011",
"name": "深物业A",
"price": 10.07,
"pct": 10.0546,
"reason": "房地产开发+物业管理+深圳国资",
"board_type": "一字板",
"seal_rate": 0.6,
"break_times": 0,
"seal_amount": 93488873.0,
"high_days": "2天2板",
"first_time": "09:25:00",
"is_again": 0
}
],
"prev_date": "2026-08-28",
"tiers": {
"2": 10,
"1": 70,
"6": 1,
"5": 2,
"3": 4,
"4": 1
},
"concept_today": [
[
"人工智能",
24
],
[
"国企改革",
21
],
[
"机器人概念",
21
],
[
"芯片概念",
19
],
[
"华为概念",
18
],
[
"AIGC概念",
17
],
[
"新能源汽车",
17
],
[
"东数西算(算力)",
17
],
[
"AI应用",
17
],
[
"文化传媒概念",
16
]
],
"concept_prev": [],
"auction_one_word": {
"hard": [
{
"code": "000011",
"name": "深物业A",
"limit_days": 2,
"reason": "房地产开发+物业管理+深圳国资",
"concepts": [
"深圳国企改革",
"物业管理",
"化债概念(AMC概念)",
"新型城镇化",
"国企改革",
"一带一路",
"粤港澳大湾区",
"房地产",
"房地产服务",
"中越经济一体化"
]
},
{
"code": "000560",
"name": "我爱我家",
"limit_days": 2,
"reason": "净利增长+房产经纪+AI应用",
"concepts": [
"租售同权",
"物业管理",
"京津冀一体化",
"西部大开发",
"数字经济",
"数据要素",
"鸿蒙概念",
"AIGC概念",
"ChatGPT概念",
"人工智能",
"华为概念",
"房地产",
"房地产服务"
]
},
{
"code": "002084",
"name": "海鸥住工",
"limit_days": 6,
"reason": "控制权拟变更+装配式厨卫+越南制造",
"concepts": [
"空气能热泵",
"一带一路",
"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",
"粤港澳大湾区",
"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"
]
},
{
"code": "002133",
"name": "广宇集团",
"limit_days": 1,
"reason": "房地产开发+银发康养+贸易+股份回购",
"concepts": [
"物业管理",
"养老概念",
"乡村振兴",
"农业种植",
"粮食概念",
"玉米",
"互联网金融",
"机器人概念",
"房地产",
"住宅开发"
]
},
{
"code": "002679",
"name": "福建金森",
"limit_days": 2,
"reason": "林业主业+海峡两岸+国有控股+中报亏损收窄",
"concepts": [
"特色小镇",
"国企改革",
"碳中和",
"碳交易",
"互联网金融",
"人工智能",
"海峡两岸",
"农林牧渔",
"种植业与林业",
"林业",
"福建本地股"
]
},
{
"code": "600371",
"name": "万向德农",
"limit_days": 5,
"reason": "转基因玉米+玉米种业+新品研发",
"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",
"农作物种业"
]
}
],
"soft": [
{
"code": "000965",
"name": "天保基建",
"limit_days": 1,
"reason": "房地产+主题园区+天津国资",
"concepts": [
"物业管理",
"养老概念",
"参股券商",
"国企改革",
"天津自贸区",
"京津冀一体化",
"大飞机",
"房地产",
"住宅开发"
]
}
]
},
"board_leaders": {
"top": {
"limit_days": 6,
"count": 1,
"names": [
"海鸥住工"
],
"industry": "轻工制造",
"industry_cnt": 1,
"top_concepts": [
[
"空气能热泵",
1
],
[
"一带一路",
1
],
[
"智能物流",
1
]
],
"themes": [
"空气能热泵",
"国企改",
"智能物流"
]
},
"second": {
"limit_days": 5,
"count": 2,
"names": [
"万向德农",
"捷荣技术"
],
"industry": "农林牧渔",
"industry_cnt": 1,
"top_concepts": [
[
"转基因",
1
],
[
"玉米",
1
],
[
"粮食概念",
1
]
],
"themes": [
"转基因",
"玉米",
"粮食概念"
]
},
"same_sector": false
},
"theme_limitup": [
{
"theme": "AI算力",
"count": 50,
"reps": [
"我爱我家",
"福建金森",
"亚厦股份",
"锦龙股份",
"西子洁能",
"智光电气",
"金帝股份",
"欢瑞世纪"
]
},
{
"theme": "国企改",
"count": 33,
"reps": [
"深物业A",
"天保基建",
"海鸥住工",
"福建金森",
"新赛股份",
"西子洁能",
"潞化科技",
"金帝股份"
]
},
{
"theme": "半导体",
"count": 28,
"reps": [
"沃特股份",
"捷荣技术",
"智光电气",
"诺德股份",
"金帝股份",
"梦天家居",
"瑞芯微",
"深圳新星"
]
},
{
"theme": "汽车",
"count": 28,
"reps": [
"沃特股份",
"诺德股份",
"金帝股份",
"瑞芯微",
"深圳新星",
"艾华集团",
"集泰股份",
"宇环数控"
]
},
{
"theme": "储能锂电",
"count": 26,
"reps": [
"亚厦股份",
"沃特股份",
"捷荣技术",
"西子洁能",
"智光电气",
"潞化科技",
"诺德股份",
"金帝股份"
]
},
{
"theme": "机器人",
"count": 23,
"reps": [
"广宇集团",
"沃特股份",
"潞化科技",
"金帝股份",
"芒果超媒",
"瑞芯微",
"艾华集团",
"宇环数控"
]
},
{
"theme": "地产链",
"count": 21,
"reps": [
"深物业A",
"我爱我家",
"天保基建",
"海鸥住工",
"广宇集团",
"亚厦股份",
"捷荣技术",
"悍高集团"
]
},
{
"theme": "电力",
"count": 21,
"reps": [
"新赛股份",
"沃特股份",
"捷荣技术",
"西子洁能",
"智光电气",
"诺德股份",
"金帝股份",
"海鸥股份"
]
},
{
"theme": "传媒",
"count": 21,
"reps": [
"浔兴股份",
"欢瑞世纪",
"芒果超媒",
"中广天择",
"德才股份",
"博纳影业",
"掌阅科技",
"荣信文化"
]
},
{
"theme": "军工",
"count": 20,
"reps": [
"天保基建",
"沃特股份",
"西子洁能",
"诺德股份",
"金帝股份",
"深圳新星",
"艾华集团",
"宇环数控"
]
},
{
"theme": "华为概念",
"count": 18,
"reps": [
"我爱我家",
"亚厦股份",
"沃特股份",
"捷荣技术",
"芒果超媒",
"瑞芯微",
"艾华集团",
"宇环数控"
]
},
{
"theme": "粤港澳大湾区",
"count": 14,
"reps": [
"深物业A",
"海鸥住工",
"沃特股份",
"锦龙股份",
"悍高集团",
"诺德股份",
"集泰股份",
"名雕股份"
]
},
{
"theme": "DeepSeek概念",
"count": 14,
"reps": [
"芒果超媒",
"美格智能",
"郑州煤电",
"竞业达",
"荣信文化",
"华是科技",
"中文在线",
"流金科技"
]
},
{
"theme": "乡村振兴",
"count": 13,
"reps": [
"广宇集团",
"万向德农",
"新赛股份",
"赤天化",
"芒果超媒",
"德才股份",
"冠龙节能",
"联诚精密"
]
},
{
"theme": "IP经济(谷子经济)",
"count": 13,
"reps": [
"国芳集团",
"欢瑞世纪",
"芒果超媒",
"博纳影业",
"掌阅科技",
"荣信文化",
"上海电影",
"龙版传媒"
]
},
{
"theme": "虚拟现实",
"count": 13,
"reps": [
"亚厦股份",
"捷荣技术",
"芒果超媒",
"中广天择",
"德才股份",
"瑞芯微",
"竞业达",
"力鼎光电"
]
},
{
"theme": "通信",
"count": 13,
"reps": [
"沃特股份",
"芒果超媒",
"艾华集团",
"集泰股份",
"美格智能",
"中通国脉",
"茂硕电源",
"流金科技"
]
},
{
"theme": "低空经济",
"count": 12,
"reps": [
"沃特股份",
"金帝股份",
"艾华集团",
"集泰股份",
"华达科技",
"中通国脉",
"圣龙股份",
"华是科技"
]
},
{
"theme": "海峡两岸",
"count": 11,
"reps": [
"海鸥住工",
"福建金森",
"浔兴股份",
"海鸥股份",
"瑞芯微",
"冠龙节能",
"荣亿精密",
"力鼎光电"
]
},
{
"theme": "消费",
"count": 11,
"reps": [
"国芳集团",
"浔兴股份",
"中广天择",
"康盛股份",
"晨丰科技",
"吉视传媒",
"海看股份",
"亿田智能"
]
},
{
"theme": "腾讯概念",
"count": 11,
"reps": [
"亚厦股份",
"中广天择",
"瑞芯微",
"博纳影业",
"中文在线",
"流金科技",
"海看股份",
"亿田智能"
]
},
{
"theme": "专精特新",
"count": 11,
"reps": [
"沃特股份",
"金帝股份",
"冠龙节能",
"宇环数控",
"美格智能",
"荣亿精密",
"竞业达",
"华是科技"
]
},
{
"theme": "机械设备",
"count": 11,
"reps": [
"海天精工",
"金帝股份",
"海鸥股份",
"冠龙节能",
"宇环数控",
"泰坦股份",
"荣亿精密",
"常润股份"
]
},
{
"theme": "物联网",
"count": 10,
"reps": [
"海鸥住工",
"瑞芯微",
"美格智能",
"竞业达",
"华是科技",
"吉视传媒",
"博通集成",
"星网锐捷"
]
},
{
"theme": "金融",
"count": 10,
"reps": [
"广宇集团",
"福建金森",
"锦龙股份",
"梦天家居",
"泰坦股份",
"美格智能",
"吉视传媒",
"星网锐捷"
]
},
{
"theme": "跨境电商",
"count": 10,
"reps": [
"浔兴股份",
"悍高集团",
"芒果超媒",
"集泰股份",
"荣信文化",
"常润股份",
"安奈儿",
"梦百合"
]
},
{
"theme": "创投",
"count": 10,
"reps": [
"西子洁能",
"赤天化",
"新朋股份",
"贤丰控股",
"美格智能",
"茂硕电源",
"永吉股份",
"时代出版"
]
},
{
"theme": "阿里巴巴概念",
"count": 10,
"reps": [
"芒果超媒",
"绿色动力",
"博纳影业",
"荣信文化",
"华是科技",
"中文在线",
"博通集成",
"亿田智能"
]
},
{
"theme": "西部大开发",
"count": 9,
"reps": [
"我爱我家",
"国芳集团",
"新赛股份",
"欢瑞世纪",
"赤天化",
"博纳影业",
"荣信文化",
"永吉股份"
]
},
{
"theme": "数据要素",
"count": 9,
"reps": [
"我爱我家",
"中广天择",
"郑州煤电",
"竞业达",
"掌阅科技",
"华是科技",
"中文在线",
"吉视传媒"
]
},
{
"theme": "化工",
"count": 9,
"reps": [
"万向德农",
"沃特股份",
"潞化科技",
"赤天化",
"深圳新星",
"集泰股份",
"金牛化工",
"金能科技"
]
},
{
"theme": "电子",
"count": 9,
"reps": [
"捷荣技术",
"瑞芯微",
"艾华集团",
"贤丰控股",
"茂硕电源",
"晨丰科技",
"博通集成",
"红板科技"
]
},
{
"theme": "京津冀一体化",
"count": 8,
"reps": [
"我爱我家",
"天保基建",
"金牛化工",
"竞业达",
"中文在线",
"流金科技",
"万通发展",
"首创证券"
]
},
{
"theme": "鸿蒙概念",
"count": 8,
"reps": [
"我爱我家",
"芒果超媒",
"美格智能",
"掌阅科技",
"中文在线",
"博通集成",
"星网锐捷",
"梦百合"
]
},
{
"theme": "2026中报预增",
"count": 8,
"reps": [
"国芳集团",
"瑞芯微",
"金富科技",
"新朋股份",
"博通集成",
"浪潮信息",
"大族激光",
"红板科技"
]
},
{
"theme": "股权转让(并购重组)",
"count": 8,
"reps": [
"锦龙股份",
"潞化科技",
"诺德股份",
"永吉股份",
"华是科技",
"长源东谷",
"康惠股份",
"安奈儿"
]
},
{
"theme": "通用设备",
"count": 8,
"reps": [
"海天精工",
"金帝股份",
"海鸥股份",
"冠龙节能",
"宇环数控",
"荣亿精密",
"常润股份",
"宏盛股份"
]
},
{
"theme": "医药",
"count": 8,
"reps": [
"赤天化",
"贤丰控股",
"华是科技",
"吉视传媒",
"康惠股份",
"天目药业",
"移远通信",
"永新光学"
]
},
{
"theme": "在线教育",
"count": 8,
"reps": [
"竞业达",
"荣信文化",
"龙版传媒",
"中文在线",
"吉视传媒",
"海看股份",
"时代出版",
"星网锐捷"
]
},
{
"theme": "数字经济",
"count": 7,
"reps": [
"我爱我家",
"圣龙股份",
"中文在线",
"海看股份",
"时代出版",
"万通发展",
"南兴股份"
]
},
{
"theme": "人民币贬值受益",
"count": 7,
"reps": [
"海鸥住工",
"联诚精密",
"力鼎光电",
"常润股份",
"宏盛股份",
"梦百合",
"移远通信"
]
},
{
"theme": "轻工制造",
"count": 7,
"reps": [
"海鸥住工",
"悍高集团",
"梦天家居",
"金富科技",
"永吉股份",
"美盈森",
"梦百合"
]
},
{
"theme": "智慧城市",
"count": 7,
"reps": [
"亚厦股份",
"竞业达",
"华是科技",
"吉视传媒",
"博通集成",
"浪潮信息",
"移远通信"
]
},
{
"theme": "工业互联网",
"count": 7,
"reps": [
"亚厦股份",
"智光电气",
"梦天家居",
"美格智能",
"郑州煤电",
"南兴股份",
"移远通信"
]
},
{
"theme": "富士康概念",
"count": 7,
"reps": [
"沃特股份",
"金富科技",
"宇环数控",
"荣亿精密",
"力鼎光电",
"大族激光",
"红板科技"
]
},
{
"theme": "小米概念",
"count": 7,
"reps": [
"沃特股份",
"瑞芯微",
"宇环数控",
"博通集成",
"大族激光",
"移远通信",
"红板科技"
]
},
{
"theme": "物业管理",
"count": 6,
"reps": [
"深物业A",
"我爱我家",
"天保基建",
"广宇集团",
"名雕股份",
"万通发展"
]
},
{
"theme": "碳中和",
"count": 6,
"reps": [
"福建金森",
"西子洁能",
"智光电气",
"冠龙节能",
"集泰股份",
"宏盛股份"
]
},
{
"theme": "安防",
"count": 6,
"reps": [
"亚厦股份",
"郑州煤电",
"竞业达",
"华是科技",
"力鼎光电",
"吉视传媒"
]
},
{
"theme": "毫米波雷达",
"count": 6,
"reps": [
"沃特股份",
"美格智能",
"流金科技",
"博通集成",
"万通发展",
"移远通信"
]
},
{
"theme": "智能穿戴",
"count": 6,
"reps": [
"捷荣技术",
"瑞芯微",
"流金科技",
"博通集成",
"移远通信",
"红板科技"
]
},
{
"theme": "有色资源",
"count": 6,
"reps": [
"诺德股份",
"赤天化",
"深圳新星",
"郑州煤电",
"金能科技",
"大族激光"
]
},
{
"theme": "区块链",
"count": 6,
"reps": [
"芒果超媒",
"中广天择",
"茂硕电源",
"中文在线",
"美盈森",
"移远通信"
]
},
{
"theme": "数字孪生",
"count": 6,
"reps": [
"芒果超媒",
"金 螳 螂",
"竞业达",
"吉视传媒",
"海看股份",
"南兴股份"
]
},
{
"theme": "百度概念",
"count": 5,
"reps": [
"亚厦股份",
"瑞芯微",
"竞业达",
"中文在线",
"浪潮信息"
]
},
{
"theme": "新型工业化",
"count": 5,
"reps": [
"海天精工",
"宇环数控",
"泰坦股份",
"南兴股份",
"大族激光"
]
},
{
"theme": "共同富裕示范区",
"count": 5,
"reps": [
"海天精工",
"泰坦股份",
"圣龙股份",
"华是科技",
"永新光学"
]
},
{
"theme": "飞行汽车(eVTOL)",
"count": 5,
"reps": [
"金帝股份",
"集泰股份",
"华达科技",
"圣龙股份",
"长源东谷"
]
},
{
"theme": "红果短剧",
"count": 5,
"reps": [
"欢瑞世纪",
"芒果超媒",
"博纳影业",
"中文在线",
"海看股份"
]
},
{
"theme": "知识产权保护",
"count": 5,
"reps": [
"中广天择",
"茂硕电源",
"掌阅科技",
"中文在线",
"流金科技"
]
},
{
"theme": "智能座舱",
"count": 5,
"reps": [
"瑞芯微",
"美格智能",
"力鼎光电",
"移远通信",
"红板科技"
]
},
{
"theme": "数字乡村",
"count": 5,
"reps": [
"茂硕电源",
"中文在线",
"吉视传媒",
"海看股份",
"移远通信"
]
},
{
"theme": "3D打印",
"count": 4,
"reps": [
"海鸥住工",
"亚厦股份",
"沃特股份",
"大族激光"
]
},
{
"theme": "农业种植",
"count": 4,
"reps": [
"广宇集团",
"万向德农",
"新赛股份",
"康惠股份"
]
},
{
"theme": "高端装备",
"count": 4,
"reps": [
"西子洁能",
"海天精工",
"泰坦股份",
"大族激光"
]
},
{
"theme": "宁德时代概念",
"count": 4,
"reps": [
"智光电气",
"诺德股份",
"华达科技",
"大族激光"
]
},
{
"theme": "工业母机",
"count": 4,
"reps": [
"海天精工",
"宇环数控",
"南兴股份",
"大族激光"
]
},
{
"theme": "虚拟数字人",
"count": 4,
"reps": [
"欢瑞世纪",
"芒果超媒",
"中文在线",
"流金科技"
]
},
{
"theme": "版权内容语料",
"count": 4,
"reps": [
"芒果超媒",
"中广天择",
"掌阅科技",
"中文在线"
]
},
{
"theme": "体育产业",
"count": 4,
"reps": [
"中广天择",
"茂硕电源",
"流金科技",
"奥康国际"
]
},
{
"theme": "水利",
"count": 4,
"reps": [
"冠龙节能",
"华是科技",
"浪潮信息",
"移远通信"
]
},
{
"theme": "计算机",
"count": 4,
"reps": [
"竞业达",
"华是科技",
"力鼎光电",
"浪潮信息"
]
},
{
"theme": "网络安全",
"count": 4,
"reps": [
"华是科技",
"吉视传媒",
"南兴股份",
"星网锐捷"
]
},
{
"theme": "养老概念",
"count": 3,
"reps": [
"天保基建",
"广宇集团",
"海看股份"
]
},
{
"theme": "参股券商",
"count": 3,
"reps": [
"天保基建",
"国芳集团",
"时代出版"
]
},
{
"theme": "住宅开发",
"count": 3,
"reps": [
"天保基建",
"广宇集团",
"万通发展"
]
},
{
"theme": "台资控股",
"count": 3,
"reps": [
"海鸥住工",
"冠龙节能",
"荣亿精密"
]
},
{
"theme": "粮食概念",
"count": 3,
"reps": [
"广宇集团",
"万向德农",
"新赛股份"
]
},
{
"theme": "农林牧渔",
"count": 3,
"reps": [
"福建金森",
"万向德农",
"新赛股份"
]
},
{
"theme": "种植业与林业",
"count": 3,
"reps": [
"福建金森",
"万向德农",
"新赛股份"
]
},
{
"theme": "新疆振兴",
"count": 3,
"reps": [
"新赛股份",
"艾华集团",
"博纳影业"
]
},
{
"theme": "金属制品",
"count": 3,
"reps": [
"金帝股份",
"冠龙节能",
"荣亿精密"
]
},
{
"theme": "独角兽概念",
"count": 3,
"reps": [
"芒果超媒",
"贤丰控股",
"掌阅科技"
]
},
{
"theme": "数字媒体",
"count": 3,
"reps": [
"芒果超媒",
"掌阅科技",
"中文在线"
]
},
{
"theme": "其他通用设备",
"count": 3,
"reps": [
"海鸥股份",
"常润股份",
"宏盛股份"
]
},
{
"theme": "职业教育",
"count": 3,
"reps": [
"中广天择",
"竞业达",
"中文在线"
]
},
{
"theme": "摘帽",
"count": 3,
"reps": [
"中广天择",
"中通国脉",
"大晟文化"
]
},
{
"theme": "福建自贸区",
"count": 3,
"reps": [
"瑞芯微",
"力鼎光电",
"星网锐捷"
]
},
{
"theme": "元件",
"count": 3,
"reps": [
"艾华集团",
"贤丰控股",
"红板科技"
]
},
{
"theme": "包装印刷",
"count": 3,
"reps": [
"金富科技",
"永吉股份",
"美盈森"
]
},
{
"theme": "包装",
"count": 3,
"reps": [
"金富科技",
"永吉股份",
"美盈森"
]
},
{
"theme": "CDU",
"count": 3,
"reps": [
"康盛股份",
"宏盛股份",
"浪潮信息"
]
},
{
"theme": "农机",
"count": 3,
"reps": [
"联诚精密",
"宏盛股份",
"移远通信"
]
},
{
"theme": "时空大数据",
"count": 3,
"reps": [
"中通国脉",
"华是科技",
"吉视传媒"
]
},
{
"theme": "数据安全",
"count": 3,
"reps": [
"竞业达",
"华是科技",
"吉视传媒"
]
},
{
"theme": "传感器",
"count": 3,
"reps": [
"竞业达",
"华是科技",
"博通集成"
]
},
{
"theme": "三胎概念",
"count": 3,
"reps": [
"荣信文化",
"康惠股份",
"安奈儿"
]
},
{
"theme": "智慧政务",
"count": 3,
"reps": [
"华是科技",
"吉视传媒",
"海看股份"
]
},
{
"theme": "电视广播",
"count": 3,
"reps": [
"流金科技",
"吉视传媒",
"海看股份"
]
},
{
"theme": "中越经济一体化",
"count": 2,
"reps": [
"深物业A",
"海鸥住工"
]
},
{
"theme": "空气能热泵",
"count": 2,
"reps": [
"海鸥住工",
"康盛股份"
]
},
{
"theme": "玉米",
"count": 2,
"reps": [
"广宇集团",
"万向德农"
]
},
{
"theme": "福建本地股",
"count": 2,
"reps": [
"福建金森",
"浔兴股份"
]
},
{
"theme": "黑龙江自贸区",
"count": 2,
"reps": [
"万向德农",
"龙版传媒"
]
},
{
"theme": "建筑节能",
"count": 2,
"reps": [
"新赛股份",
"亚厦股份"
]
},
{
"theme": "高铁",
"count": 2,
"reps": [
"亚厦股份",
"集泰股份"
]
},
{
"theme": "石墨烯",
"count": 2,
"reps": [
"沃特股份",
"康盛股份"
]
},
{
"theme": "碳纤维",
"count": 2,
"reps": [
"沃特股份",
"金帝股份"
]
},
{
"theme": "合成生物",
"count": 2,
"reps": [
"沃特股份",
"康惠股份"
]
},
{
"theme": "无线耳机",
"count": 2,
"reps": [
"捷荣技术",
"博通集成"
]
},
{
"theme": "非银金融",
"count": 2,
"reps": [
"锦龙股份",
"首创证券"
]
},
{
"theme": "固废处理",
"count": 2,
"reps": [
"西子洁能",
"绿色动力"
]
},
{
"theme": "氮肥",
"count": 2,
"reps": [
"潞化科技",
"赤天化"
]
},
{
"theme": "尿素",
"count": 2,
"reps": [
"潞化科技",
"赤天化"
]
},
{
"theme": "机床工具",
"count": 2,
"reps": [
"海天精工",
"宇环数控"
]
},
{
"theme": "齿轮箱",
"count": 2,
"reps": [
"金帝股份",
"宏盛股份"
]
},
{
"theme": "MR(混合现实)",
"count": 2,
"reps": [
"芒果超媒",
"大族激光"
]
},
{
"theme": "快手概念",
"count": 2,
"reps": [
"中广天择",
"中文在线"
]
},
{
"theme": "数据确权",
"count": 2,
"reps": [
"中广天择",
"中文在线"
]
},
{
"theme": "足球概念",
"count": 2,
"reps": [
"中广天择",
"流金科技"
]
},
{
"theme": "智能音箱",
"count": 2,
"reps": [
"瑞芯微",
"博通集成"
]
},
{
"theme": "雄安新区",
"count": 2,
"reps": [
"冠龙节能",
"集泰股份"
]
},
{
"theme": "两轮车",
"count": 2,
"reps": [
"集泰股份",
"移远通信"
]
},
{
"theme": "苹果概念",
"count": 2,
"reps": [
"宇环数控",
"大族激光"
]
},
{
"theme": "专用设备",
"count": 2,
"reps": [
"泰坦股份",
"南兴股份"
]
},
{
"theme": "长三角一体化",
"count": 2,
"reps": [
"新朋股份",
"晨丰科技"
]
},
{
"theme": "广东自贸区",
"count": 2,
"reps": [
"贤丰控股",
"安奈儿"
]
},
{
"theme": "印制电路板",
"count": 2,
"reps": [
"贤丰控股",
"红板科技"
]
},
{
"theme": "华为海思概念股",
"count": 2,
"reps": [
"美格智能",
"移远通信"
]
},
{
"theme": "底盘与发动机系统",
"count": 2,
"reps": [
"圣龙股份",
"长源东谷"
]
},
{
"theme": "OLED",
"count": 2,
"reps": [
"茂硕电源",
"大族激光"
]
},
{
"theme": "光学光电子",
"count": 2,
"reps": [
"晨丰科技",
"永新光学"
]
},
{
"theme": "IT服务",
"count": 2,
"reps": [
"竞业达",
"华是科技"
]
},
{
"theme": "IT服务Ⅲ",
"count": 2,
"reps": [
"竞业达",
"华是科技"
]
},
{
"theme": "工业大麻",
"count": 2,
"reps": [
"永吉股份",
"美盈森"
]
},
{
"theme": "人脸识别",
"count": 2,
"reps": [
"华是科技",
"海看股份"
]
},
{
"theme": "计算机设备",
"count": 2,
"reps": [
"力鼎光电",
"浪潮信息"
]
},
{
"theme": "牙科医疗",
"count": 2,
"reps": [
"康惠股份",
"宏盛股份"
]
},
{
"theme": "高股息精选",
"count": 2,
"reps": [
"时代出版",
"美盈森"
]
},
{
"theme": "英伟达概念",
"count": 2,
"reps": [
"浪潮信息",
"移远通信"
]
},
{
"theme": "C2M概念",
"count": 2,
"reps": [
"梦百合",
"奥康国际"
]
},
{
"theme": "MiniLED",
"count": 2,
"reps": [
"大族激光",
"红板科技"
]
},
{
"theme": "化债概念(AMC概念)",
"count": 1,
"reps": [
"深物业A"
]
},
{
"theme": "租售同权",
"count": 1,
"reps": [
"我爱我家"
]
},
{
"theme": "天津自贸区",
"count": 1,
"reps": [
"天保基建"
]
},
{
"theme": "智能物流",
"count": 1,
"reps": [
"海鸥住工"
]
},
{
"theme": "特色小镇",
"count": 1,
"reps": [
"福建金森"
]
},
{
"theme": "碳交易",
"count": 1,
"reps": [
"福建金森"
]
},
{
"theme": "林业",
"count": 1,
"reps": [
"福建金森"
]
},
{
"theme": "转基因",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "种子生产",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "转基因研发",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "转基因种业",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "农作物种业",
"count": 1,
"reps": [
"万向德农"
]
},
{
"theme": "谷子店",
"count": 1,
"reps": [
"国芳集团"
]
},
{
"theme": "土地流转",
"count": 1,
"reps": [
"新赛股份"
]
},
{
"theme": "冷链物流",
"count": 1,
"reps": [
"新赛股份"
]
},
{
"theme": "统一大市场",
"count": 1,
"reps": [
"新赛股份"
]
},
{
"theme": "其他种植业",
"count": 1,
"reps": [
"新赛股份"
]
},
{
"theme": "PEEK材料",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "新型烟草(电子烟)",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "小米汽车",
"count": 1,
"reps": [
"沃特股份"
]
},
{
"theme": "跨境支付(CIPS)",
"count": 1,
"reps": [
"浔兴股份"
]
},
{
"theme": "辅料",
"count": 1,
"reps": [
"浔兴股份"
]
},
{
"theme": "支付系统",
"count": 1,
"reps": [
"浔兴股份"
]
},
{
"theme": "电气自控设备",
"count": 1,
"reps": [
"智光电气"
]
},
{
"theme": "负荷聚合商",
"count": 1,
"reps": [
"智光电气"
]
},
{
"theme": "天然气",
"count": 1,
"reps": [
"潞化科技"
]
},
{
"theme": "消毒剂",
"count": 1,
"reps": [
"潞化科技"
]
},
{
"theme": "民营医院",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "阿尔茨海默概念",
"count": 1,
"reps": [
"赤天化"
]
},
{
"theme": "农村电商",
"count": 1,
"reps": [
"芒果超媒"
]
},
{
"theme": "中马经济一体化",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "两岸合作",
"count": 1,
"reps": [
"海鸥股份"
]
},
{
"theme": "小红书概念",
"count": 1,
"reps": [
"中广天择"
]
},
{
"theme": "生物质能发电",
"count": 1,
"reps": [
"绿色动力"
]
},
{
"theme": "垃圾分类",
"count": 1,
"reps": [
"绿色动力"
]
},
{
"theme": "环保",
"count": 1,
"reps": [
"绿色动力"
]
},
{
"theme": "环境治理",
"count": 1,
"reps": [
"绿色动力"
]
},
{
"theme": "固废治理",
"count": 1,
"reps": [
"绿色动力"
]
},
{
"theme": "国家大基金持股",
"count": 1,
"reps": [
"瑞芯微"
]
},
{
"theme": "2026一季报预增",
"count": 1,
"reps": [
"瑞芯微"
]
},
{
"theme": "PVDF概念",
"count": 1,
"reps": [
"深圳新星"
]
},
{
"theme": "氢氟酸",
"count": 1,
"reps": [
"深圳新星"
]
},
{
"theme": "地下管网",
"count": 1,
"reps": [
"冠龙节能"
]
},
{
"theme": "污水处理",
"count": 1,
"reps": [
"冠龙节能"
]
},
{
"theme": "PPP概念",
"count": 1,
"reps": [
"金 螳 螂"
]
},
{
"theme": "洁净室",
"count": 1,
"reps": [
"金 螳 螂"
]
},
{
"theme": "高压快充",
"count": 1,
"reps": [
"艾华集团"
]
},
{
"theme": "被动元件",
"count": 1,
"reps": [
"艾华集团"
]
},
{
"theme": "有机硅概念",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "有机硅",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "同花顺新质50",
"count": 1,
"reps": [
"宇环数控"
]
},
{
"theme": "纺织服装设备",
"count": 1,
"reps": [
"泰坦股份"
]
},
{
"theme": "超级电容",
"count": 1,
"reps": [
"康盛股份"
]
},
{
"theme": "微通道水冷板",
"count": 1,
"reps": [
"康盛股份"
]
},
{
"theme": "横琴新区",
"count": 1,
"reps": [
"贤丰控股"
]
},
{
"theme": "中芯国际概念",
"count": 1,
"reps": [
"华达科技"
]
},
{
"theme": "OpenClaw",
"count": 1,
"reps": [
"美格智能"
]
},
{
"theme": "eSIM",
"count": 1,
"reps": [
"美格智能"
]
},
{
"theme": "控制系统",
"count": 1,
"reps": [
"美格智能"
]
},
{
"theme": "动力煤",
"count": 1,
"reps": [
"郑州煤电"
]
},
{
"theme": "航空发动机",
"count": 1,
"reps": [
"荣亿精密"
]
},
{
"theme": "UQD连接器",
"count": 1,
"reps": [
"荣亿精密"
]
},
{
"theme": "换电概念",
"count": 1,
"reps": [
"茂硕电源"
]
},
{
"theme": "智慧灯杆",
"count": 1,
"reps": [
"茂硕电源"
]
},
{
"theme": "柔性屏(折叠屏)",
"count": 1,
"reps": [
"茂硕电源"
]
},
{
"theme": "LED",
"count": 1,
"reps": [
"晨丰科技"
]
},
{
"theme": "电子纸",
"count": 1,
"reps": [
"掌阅科技"
]
},
{
"theme": "通义千问",
"count": 1,
"reps": [
"荣信文化"
]
},
{
"theme": "烟草",
"count": 1,
"reps": [
"永吉股份"
]
},
{
"theme": "空间计算",
"count": 1,
"reps": [
"华是科技"
]
},
{
"theme": "空管系统",
"count": 1,
"reps": [
"华是科技"
]
},
{
"theme": "安防设备",
"count": 1,
"reps": [
"力鼎光电"
]
},
{
"theme": "Web3.0",
"count": 1,
"reps": [
"中文在线"
]
},
{
"theme": "同花顺出海50",
"count": 1,
"reps": [
"中文在线"
]
},
{
"theme": "RWA",
"count": 1,
"reps": [
"中文在线"
]
},
{
"theme": "Kimi",
"count": 1,
"reps": [
"中文在线"
]
},
{
"theme": "冰雪产业",
"count": 1,
"reps": [
"流金科技"
]
},
{
"theme": "焦炭",
"count": 1,
"reps": [
"金能科技"
]
},
{
"theme": "食品安全",
"count": 1,
"reps": [
"吉视传媒"
]
},
{
"theme": "宠物经济",
"count": 1,
"reps": [
"海看股份"
]
},
{
"theme": "语音技术",
"count": 1,
"reps": [
"海看股份"
]
},
{
"theme": "毛发医疗",
"count": 1,
"reps": [
"康惠股份"
]
},
{
"theme": "NMN概念",
"count": 1,
"reps": [
"康惠股份"
]
},
{
"theme": "幽门螺杆菌概念",
"count": 1,
"reps": [
"康惠股份"
]
},
{
"theme": "儿童用药",
"count": 1,
"reps": [
"康惠股份"
]
},
{
"theme": "托育服务",
"count": 1,
"reps": [
"时代出版"
]
},
{
"theme": "人造肉",
"count": 1,
"reps": [
"美盈森"
]
},
{
"theme": "预制菜",
"count": 1,
"reps": [
"美盈森"
]
},
{
"theme": "上海自贸区",
"count": 1,
"reps": [
"博通集成"
]
},
{
"theme": "ETC",
"count": 1,
"reps": [
"博通集成"
]
},
{
"theme": "厨卫电器",
"count": 1,
"reps": [
"亿田智能"
]
},
{
"theme": "厨卫电器Ⅲ",
"count": 1,
"reps": [
"亿田智能"
]
},
{
"theme": "中俄贸易概念",
"count": 1,
"reps": [
"南兴股份"
]
},
{
"theme": "其他专用设备",
"count": 1,
"reps": [
"南兴股份"
]
},
{
"theme": "眼科医疗",
"count": 1,
"reps": [
"天目药业"
]
},
{
"theme": "服装",
"count": 1,
"reps": [
"安奈儿"
]
},
{
"theme": "童装",
"count": 1,
"reps": [
"安奈儿"
]
},
{
"theme": "脑机接口",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "交换机",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "NPO",
"count": 1,
"reps": [
"星网锐捷"
]
},
{
"theme": "国产操作系统",
"count": 1,
"reps": [
"浪潮信息"
]
},
{
"theme": "其他计算机设备",
"count": 1,
"reps": [
"浪潮信息"
]
},
{
"theme": "鞋帽及其他",
"count": 1,
"reps": [
"奥康国际"
]
},
{
"theme": "光纤概念",
"count": 1,
"reps": [
"大族激光"
]
},
{
"theme": "玻璃基板",
"count": 1,
"reps": [
"大族激光"
]
},
{
"theme": "MicroLED概念",
"count": 1,
"reps": [
"大族激光"
]
},
{
"theme": "自动化设备",
"count": 1,
"reps": [
"大族激光"
]
},
{
"theme": "激光设备",
"count": 1,
"reps": [
"大族激光"
]
},
{
"theme": "MicroLED设备",
"count": 1,
"reps": [
"大族激光"
]
},
{
"theme": "3D打印设备",
"count": 1,
"reps": [
"大族激光"
]
},
{
"theme": "巨量转移",
"count": 1,
"reps": [
"大族激光"
]
},
{
"theme": "银河通用",
"count": 1,
"reps": [
"大族激光"
]
},
{
"theme": "火箭发射",
"count": 1,
"reps": [
"大族激光"
]
},
{
"theme": "华为手机",
"count": 1,
"reps": [
"红板科技"
]
},
{
"theme": "注册制次新股",
"count": 1,
"reps": [
"红板科技"
]
},
{
"theme": "新股与次新股",
"count": 1,
"reps": [
"红板科技"
]
},
{
"theme": "光学元件",
"count": 1,
"reps": [
"永新光学"
]
},
{
"theme": "车载摄像头",
"count": 1,
"reps": [
"永新光学"
]
}
],
"emotion_quality": {
"n": 88,
"early": 55,
"early_pct": 62.5,
"one_word": 0,
"oneword_pct": 0.0,
"rotten": 43,
"rotten_pct": 48.86363636363637,
"avg_seal": 1.0382791106818183,
"ladder": "6板→1板梯队连续完整"
}
}
},
"summary_rules": {
"trend_down_cum5": -3.0,
"trend_high_cum5": 5.0,
"vol_low_ratio": 0.85,
"vol_high_ratio": 1.25,
"down_healthy_max": 5,
"down_mild_max": 15,
"down_cool_max": 30,
"overheat_peak_ratio": 0.9,
"overheat_peak_abs": 100,
"breadth_strong_pct": 60,
"breadth_neutral_pct": 40,
"breadth_weak_pct": 20,
"distortion_down_count": 4000,
"bomb_rate_low": 0.2,
"bomb_rate_normal": 0.35,
"bomb_rate_high": 0.5,
"sector_continuity_strong": 0.5,
"sector_continuity_mid": 0.3,
"include_ma5": true
},
"system_prompts": {
"dashboard": "你是 A股盘面速览撰写者。基于提供的数据，输出一段『盘面速览』总结（约 80-120 字），覆盖：市场整体情绪（偏多/偏空/分歧）、量能变化（放量/缩量/持平）、当日主线板块、短线情绪（涨停数量、连板高度、炸板率、上涨家数占比）。结论前置、克制、不喊单。仅依据给定数据，不编造、不预测点位。约束：『主线』一栏不得填写「一带一路、国企改革」等泛化政策兜底板块；如需概括当日主线，以具体题材板块（行业/细分概念）的名称为准。",
"opening": "你是 A股复盘策略师。基于数据撰写『行情总结与明日策略』，结构：### 一、行情总结（1.指数 2.板块 3.各板块龙头个股 4.消息催化）；### 二、明日策略（仓位建议、方向、风险）。结论前置、克制、不喊单、不编造。约束：板块/主线总结避免将「一带一路、国企改革」等泛化政策兜底板块作为『最强主线』或核心主线来展开，具体题材优先。",
"mainline": "你是 A股题材分析师。基于板块数据，用『三重确认』筛选当日主线：①涨停家数（广度）②近5日涨停次数（短期资金）③近10日涨停次数（中期资金）。每条主线需给出这三项数值并说明确认逻辑；若无可确认主线，明确说明『当日无板块效应主线』。仅依据数据，不编造。重要约束：板块数据中若出现「一带一路、国企改革」等泛化、政策兜底型板块，不要将其判定为当日交易主线，不要写入 items（它们仅可作为背景提及，不应作为主线名或『最强主线』）；具体题材板块优先。"
},
"slot_schema": {
"dashboard": [
"mood",
"volume",
"mainline",
"limit_up",
"limit_down",
"bomb_rate",
"up_ratio",
"comment"
],
"opening": [
"summary"
],
"mainline": [
"items"
]
},
"data_health": {
"skipped_modules": [],
"failed_modules": [],
"degraded_modules": [],
"quota_exhausted": false,
"notice": ""
}
}