{
"date": "2026-09-02",
"schema_version": 2,
"data_markdown": "## 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## 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| 转基因 | -5.67% | — | — |\n| 玉米 | -5.06% | — | — |\n| 大豆 | -4.84% | — | — |\n| 粮食概念 | -4.06% | — | — |\n| 草甘膦 | -3.23% | — | — |\n| 减肥药 | — | — | -4.00% |\n| 国家大基金持股 | — | — | -3.78% |\n| 细胞免疫治疗 | — | -3.44% | — |\n| 生物疫苗 | — | -3.32% | — |\n| 青蒿素 | — | -3.30% | -6.47% |\n| 重组蛋白 | — | -3.19% | — |\n| CRO概念 | — | -3.11% | -3.48% |\n| 光刻胶 | — | — | -2.57% |\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## 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** | **1541** | 28.3% | 全市场上涨个股数 |\n| **下跌家数** | **3900** | 71.7% | 全市场下跌个股数 |\n| 上涨/下跌比 | **0.40** | — | >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## 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| 兵装重组概念 | +4.52% | +8.85% | +12.09% | — |\n| 新股与次新股 | +1.05% | — | — | — |\n| 国产航母 | +0.82% | — | — | — |\n| 军民融合 | +0.80% | — | — | — |\n| 空气能热泵 | +0.66% | — | +8.49% | — |\n| PVDF概念 | +0.58% | — | — | — |\n| 成飞概念 | +0.50% | — | — | — |\n| 培育钻石 | +0.47% | — | — | — |\n| 可燃冰 | +0.44% | — | — | — |\n| 军工信息化 | +0.33% | — | — | — |\n| 数字货币 | — | — | +9.85% | — |\n| 移动支付 | — | — | +9.48% | — |\n| 电子身份证 | — | — | +9.26% | — |\n| ETC | — | — | +8.68% | — |\n| AI视频 | — | +8.66% | +9.60% | — |\n| 转基因 | — | +7.36% | — | — |\n| 短剧游戏 | — | +6.93% | +8.31% | — |\n| 粮食概念 | — | +6.82% | +9.13% | — |\n| 玉米 | — | +6.62% | — | — |\n| 快手概念 | — | +5.73% | — | — |\n| 无人零售 | — | +5.68% | +8.56% | — |\n| AIGC概念 | — | +5.53% | — | — |\n| 小红书概念 | — | +5.42% | — | — |\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## 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** | **54** | 占比 87.1% |\n| **跌停家数** | **8** | 占比 12.9% |\n| 涨跌比 | **6.75** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **14** | 连续涨停个股数 |\n| 市场高度 | **5** 板 | 最高连板天数 |\n| **炸板率** | **22.9%** | 炸板 16 家 /（涨停 54 + 炸板 16），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| 2026-08-27 | 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| 2026-09-01 | 86 | 0 | ∞ | 18 | 7 |\n| 2026-09-02 | 54 | 8 | 6.75 | 14 | 5 |\n\n\n\n---\n\n## 成交额前10个股\n\n## 当日成交额前 10 个股\n\n| 排名 | 代码 | 名称 | 成交额(亿) | 涨跌幅 | 换手率 | 最新价 |\n| --- | --- | --- | --- | --- | --- | --- |\n| 1 | 300308 | 中际旭创 | 220.60 | -4.29% | 2.40% | 822.40 |\n| 2 | 300502 | 新易盛 | 137.37 | -4.00% | 2.84% | 386.70 |\n| 3 | 688825 | 长鑫科技 | 133.58 | -3.86% | 5.42% | 54.32 |\n| 4 | 600176 | 中国巨石 | 116.18 | +2.58% | 6.67% | 44.13 |\n| 5 | 300394 | 天孚通信 | 102.14 | -0.70% | 3.82% | 250.00 |\n| 6 | 600487 | 亨通光电 | 100.35 | -0.65% | 6.11% | 66.90 |\n| 7 | 300750 | 宁德时代 | 97.20 | -2.74% | 0.65% | 348.29 |\n| 8 | 600183 | 生益科技 | 95.53 | +0.39% | 2.72% | 144.98 |\n| 9 | 688256 | 寒武纪 | 85.24 | -0.09% | 1.23% | 1108.00 |\n| 10 | 002384 | 东山精密 | 82.09 | -2.79% | 3.22% | 183.43 |\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**：+7.27亿（上证指数，当日涨幅 +1.12%）；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| 军工 | +23.54亿 | +1.69% | +0.47% |\n| 军民融合 | +18.32亿 | +2.75% | +0.68% |\n| 铜缆高速连接 | +14.68亿 | +4.30% | +0.65% |\n| CRO | +14.01亿 | +5.61% | -0.72% |\n| 大飞机 | +13.84亿 | +3.63% | -0.06% |\n| 油气设服 | +13.49亿 | +6.77% | +1.05% |\n| 液冷服务器 | +12.04亿 | +0.79% | +0.18% |\n| 航天航空 | +11.99亿 | +5.44% | +1.13% |\n| 水利建设 | +11.71亿 | +3.80% | -0.24% |\n| 油气资源 | +11.05亿 | +2.35% | -0.16% |\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| 融资融券 | -520.04亿 | -3.31% | -0.73% |\n| MSCI中国 | -423.16亿 | -5.43% | -1.54% |\n| 富时罗素 | -399.49亿 | -4.99% | -1.33% |\n| 深股通 | -340.88亿 | -4.03% | -1.02% |\n| 深成500 | -302.70亿 | -6.22% | -1.54% |\n| HS300_ | -287.03亿 | -6.05% | -1.31% |\n| 大盘股 | -281.82亿 | -5.21% | -1.28% |\n| 标准普尔 | -232.08亿 | -3.84% | -1.32% |\n| 创业板综 | -193.92亿 | -4.43% | -0.81% |\n| 2026中报预增 | -188.96亿 | -3.77% | -1.26% |\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## 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 | 601086 | 国芳集团 | 沪主板 | 商贸零售 | 46.44% | +10.01% | 连锁零售题材叠加半年报增长，市场资金连续炒作连板。 |\n| 2 | 003005 | 竞业达 | 深主板 | 计算机 | 46.41% | +10.01% | AI教育、智慧招考题材活跃，股价走出四连板。 |\n| 3 | 000892 | 欢瑞世纪 | 深主板 | 传媒 | 37.20% | +9.94% | AIGC影视题材带动，公司澄清收入占比低后仍三连板。 |\n| 4 | 002909 | 集泰股份 | 深主板 | 基础化工 | 35.57% | +9.97% | 液冷硅油题材炒作，但公司提示尚未形成规模化订单。 |\n| 5 | 605577 | 龙版传媒 | 沪主板 | 传媒 | 34.27% | +10.02% | AI漫剧/AI视频题材催化，公司澄清未产生营收仍两连板。 |\n| 6 | 600892 | 大晟文化 | 沪主板 | 传媒 | 34.09% | +10.08% | 短剧、网络游戏题材炒作后止步连板，盘中跌停。 |\n| 7 | 002886 | 沃特股份 | 深主板 | 基础化工 | 28.50% | +9.99% | 人形机器人及PTFE薄膜题材受关注，中报盈利带动上涨。 |\n| 8 | 002514 | *ST宝馨 | 深主板 | 机械设备 | 28.25% | +10.19% | 题材：司法拍卖、智能制造、共享充电宝；*ST宝馨(002514.SZ)：2026年中报净利润为-4087.03万元；41只股上午收盘涨停(附股) |\n| 9 | 601566 | 九牧王 | 沪主板 | 纺织服饰 | 23.78% | +9.98% | 男裤龙头零售消费题材，股价站上半年线获资金关注。 |\n| 10 | 000635 | 英力特 | 深主板 | 基础化工 | 22.91% | +9.97% | 控股股东拟转让股份，控制权变更预期复牌引发大涨。 |\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 | 002886 | 沃特股份 | 深主板 | 基础化工 | 59.71% | +9.99% | 人形机器人及PTFE薄膜题材受关注，中报盈利带动上涨。 |\n| 2 | 003005 | 竞业达 | 深主板 | 计算机 | 47.82% | +10.01% | AI教育、智慧招考题材活跃，股价走出四连板。 |\n| 3 | 601086 | 国芳集团 | 沪主板 | 商贸零售 | 45.29% | +10.01% | 连锁零售题材叠加半年报增长，市场资金连续炒作连板。 |\n| 4 | 600892 | 大晟文化 | 沪主板 | 传媒 | 42.67% | +10.08% | 短剧、网络游戏题材炒作后止步连板，盘中跌停。 |\n| 5 | 002909 | 集泰股份 | 深主板 | 基础化工 | 40.27% | +9.97% | 液冷硅油题材炒作，但公司提示尚未形成规模化订单。 |\n| 6 | 000892 | 欢瑞世纪 | 深主板 | 传媒 | 38.30% | +9.94% | AIGC影视题材带动，公司澄清收入占比低后仍三连板。 |\n| 7 | 002536 | 飞龙股份 | 深主板 | 汽车 | 36.00% | +10.00% | 题材：液冷订单、服务器液冷、汽车热管理；飞龙股份(002536.SZ)2026年中报净利润为7570.99万元、较去年同期下降64.02% |\n| 8 | 002104 | 恒宝股份 | 深主板 | 通信 | 34.97% | +10.02% | 题材：数字人民币、eSIM、数据安全；机构风向标 | 恒宝股份(002104)2026年二季度已披露前十大机构累计持仓占比5.74%；9月2日A股早盘震荡走弱 创业板指半日跌超2% 全市场近4000只个股下挫 |\n| 9 | 603618 | 杭电股份 | 沪主板 | 电力设备 | 34.17% | +9.99% | 题材：半年报高增、光通信、铜箔扩产；603618，业绩暴增，章建平重仓；A股“光”芒万丈！光纤“三剑客”再次亮剑，603618，2连板，股民直呼“还是得相信光” |\n| 10 | 000628 | 高新发展 | 深主板 | 建筑装饰 | 32.89% | +10.00% | 题材：功率半导体、此前拟收购华鲲振宇股权、虚拟电厂、成都国资；高新发展(000628.SZ)：2026年中报净利润为4853.61万元、同比较去年同期下降27.47%；【盘中播报】36只个股突破年线 |\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## 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 | 宇树科技-W | -4.39% | — |\n| 2 | 杭电股份 | +9.99% | — |\n| 3 | 金健米业 | -6.34% | — |\n| 4 | 长城军工 | +10.00% | — |\n| 5 | 金牛化工 | +6.64% | — |\n| 6 | 内蒙一机 | +10.01% | — |\n| 7 | 楚天龙 | +7.87% | — |\n| 8 | 远东股份 | +9.98% | — |\n| 9 | 国芳集团 | +10.01% | — |\n| 10 | 中国巨石 | +2.58% | — |\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 | 金健米业 | -6.34% | — |\n| 2 | 宇树科技 | -4.39% | — |\n| 3 | 金牛化工 | +6.64% | — |\n| 4 | 楚天龙 | +7.87% | — |\n| 5 | 亨通光电 | -0.65% | — |\n| 6 | 万向德农 | +3.30% | — |\n| 7 | 一鸣食品 | -10.01% | — |\n| 8 | 神奇制药 | -10.04% | — |\n| 9 | 中国巨石 | +2.58% | — |\n| 10 | 中际旭创 | -4.29% | — |\n\n\n\n---\n\n## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 52 只）\n\n### 4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| ⚡竞业达 | 003005 | 20.00 | 10.01% | 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| ⚡国芳集团 | 601086 | 11.10 | 10.01% | 商业贸易 | IP经济(谷子经济)、参股券商、西部大开发 | 连锁零售+新零售+半年报增长 |\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| 龙版传媒 | 605577 | 12.85 | 10.02% | 传媒 | IP经济(谷子经济)、黑龙江自贸区、文化传媒概念 | AI漫剧+出版发行+黑龙江国资 |\n| ⚡集泰股份 | 002909 | 7.28 | 9.97% | 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| 大晟文化 | 600892 | 5.35 | 10.08% | 传媒 | 短剧游戏、文化传媒概念、抖音概念(字节概念) | 短剧+网络游戏+异常波动 |\n| ⚡欢瑞世纪 | 000892 | 5.20 | 9.94% | 传媒 | 短剧游戏、文化传媒概念、IP经济(谷子经济) | AIGC影视+互动影游+影视制作 |\n\n### 二连板（7 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| 小方制药 | 603207 | 27.94 | 10.00% | 医药生物 | 仿制药一致性评价、医药电商、毛发医疗 | 创新药+外用药+开塞露 |\n| 恒宝股份 | 002104 | 13.51 | 10.02% | 通信 | 电子身份证、移动支付、数字货币 | 数字人民币+eSIM+数据安全 |\n| 内蒙一机 | 600967 | 13.41 | 10.01% | 国防军工 | 中俄贸易概念、军民融合、央企国企改革 | 军工装备+军贸+铁路货车+兵装重组 |\n| 九牧王 | 601566 | 10.36 | 9.98% | 纺织服装 | 网红经济、IP经济(谷子经济)、高股息精选 | 男裤龙头+零售消费+太空裤 |\n| 香溢融通 | 600830 | 10.15 | 9.97% | 非银金融 | 化债概念(AMC概念)、国企改革、共同富裕示范区 | 特殊资产+类金融+国企背景 |\n| ⚡英 力 特 | 000635 | 7.94 | 9.97% | 基础化工 | 绿色电力、国企改革、碳交易 | 控制权变更+复牌+氯碱化工 |\n| 茂业商业 | 600828 | 4.81 | 10.07% | 商业贸易 | 信托概念、物业管理、西部大开发 | 百货零售+商业REITs+商管转型 |\n\n### 首板（39 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| 联域股份 | 001326 | 73.40 | 10.00% | 机械设备 | 物联网、粤港澳大湾区、充电桩 | 机器人+植物照明+LED照明+业绩增长 |\n| 维琪科技 | 920176 | 70.66 | 29.99% | 化妆品 | 粤港澳大湾区、合成生物、新股与次新股 | |\n| 飞龙股份 | 002536 | 58.07 | 10.00% | 汽车 | 液冷服务器、芯片概念、汽车电子 | 液冷订单+服务器液冷+汽车热管理 |\n| 高新发展 | 000628 | 54.79 | 10.00% | 房屋建设 | 新型城镇化、PPP概念、建筑节能 | 功率半导体+此前拟收购华鲲振宇股权+虚拟电厂+成都国资 |\n| 神马电力 | 603530 | 50.39 | 10.00% | 电力设备 | 柔性直流输电、特高压、抽水蓄能 | 电网设备+特高压+海外拓展 |\n| 盛景微 | 603375 | 43.33 | 10.00% | 电子 | 汽车芯片、存储芯片、芯片概念 | 电子雷管+模拟芯片+存储芯片+低空经济 |\n| 杭电股份 | 603618 | 37.22 | 9.99% | 电力设备 | 光纤概念、PET铜箔、PCB概念 | 半年报高增+光通信+铜箔扩产 |\n| 长城军工 | 601606 | 36.62 | 10.00% | 国防军工 | 兵装重组概念、军民融合、央企国企改革 | 弹药装备+军贸订单+兵装重组+央企背景 |\n| 力鼎光电 | 605118 | 34.44 | 10.00% | 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| 金帝股份 | 603270 | 31.77 | 10.01% | 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+电驱动定转子 |\n| 沃特股份 | 002886 | 30.84 | 9.99% | 塑料 | PEEK材料、PCB概念、富士康概念 | PTFE薄膜+人形机器人+特种高分子 |\n| 梦天家居 | 603216 | 24.09 | 10.00% | 轻工制造 | 工业互联网、参股银行、智能家居 | 全屋定制+智能制造+芯片投资 |\n| 哈森股份 | 603958 | 23.85 | 10.01% | 纺织服装 | 苹果概念、工业母机、3D打印 | 苹果产业链+机器人+资产重组+中报扭亏 |\n| 深圳新星 | 603978 | 22.61 | 10.02% | 有色金属 | PVDF概念、氟化工概念、钠离子电池 | 股权转让完成+三氟化硼+六氟磷酸锂+铝基新材 |\n| 康隆达 | 603665 | 22.56 | 10.00% | 纺织服装 | 医疗器械概念、人民币贬值受益、一带一路 | 锂盐新材料+特种防护+越南基地 |\n| 晟楠科技 | 920006 | 22.21 | 29.96% | 机械设备 | 减速器、专精特新、军民融合 | |\n| 建设工业 | 002265 | 21.44 | 10.01% | 汽车 | 兵装重组概念、军民融合、军工信息化 | 兵装重组+军工装备+机器人概念+国企 |\n| 德宏股份 | 603701 | 21.23 | 10.00% | 汽车 | 新能源汽车、智能座舱、长安汽车概念 | 商用车发电机+储能+业绩增长 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"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": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 4347.74185513
},
{
"date": "2026-08-31",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 4239.85657354
},
{
"date": "2026-09-01",
"close": 3174.6167084327167,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 4211.01468546
},
{
"date": "2026-09-02",
"close": 3154.3944,
"vol_wan": 0.0,
"close_pct": -0.6370000000000098,
"vol_pct": NaN,
"amt_yi": 3969.9383
}
]
}
},
"charts": {
"index_change": {
"names": [
"上证指数",
"创业板指",
"科创50",
"中证2000（小微盘）"
],
"vals": [
-0.97,
-2.39,
-1.82,
-0.64
]
},
"index_amount": {
"labels": [
"08-27",
"08-28",
"08-31",
"09-01",
"09-02"
],
"series": {
"上证指数": [
10102.0,
9704.0,
10143.0,
9443.0,
8354.0
],
"创业板指": [
5457.0,
5482.0,
5322.0,
5109.0,
4421.0
],
"科创50": [
1018.0,
851.0,
908.0,
711.0,
643.0
],
"中证2000（小微盘）": [
4161.0,
4348.0,
4240.0,
4211.0,
3970.0
]
},
"colors": {
"上证指数": "#1f77b4",
"科创50": "#ff7f0e",
"创业板指": "#ffd700",
"中证2000（小微盘）": "#2ca02c"
}
},
"auction": {
"labels": [
"08-27",
"08-28",
"08-31",
"09-01",
"09-02"
],
"series": {
"创业板指": [
18.12,
23.53,
24.29,
16.82,
20.87
],
"科创50": [
6.65,
5.84,
7.09,
3.66,
4.76
]
},
"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"
]
},
"板块跌幅排行": {
"date": "2026-09-02",
"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": "转基因",
"pct": -5.67
},
{
"rank": 2,
"name": "玉米",
"pct": -5.06
},
{
"rank": 3,
"name": "大豆",
"pct": -4.84
},
{
"rank": 4,
"name": "粮食概念",
"pct": -4.06
},
{
"rank": 5,
"name": "草甘膦",
"pct": -3.23
}
],
"five_day": [
{
"rank": 1,
"name": "细胞免疫治疗",
"pct": -3.44
},
{
"rank": 2,
"name": "生物疫苗",
"pct": -3.32
},
{
"rank": 3,
"name": "青蒿素",
"pct": -3.3
},
{
"rank": 4,
"name": "重组蛋白",
"pct": -3.19
},
{
"rank": 5,
"name": "CRO概念",
"pct": -3.11
}
],
"ten_day": [
{
"rank": 1,
"name": "青蒿素",
"pct": -6.47
},
{
"rank": 2,
"name": "减肥药",
"pct": -4.0
},
{
"rank": 3,
"name": "国家大基金持股",
"pct": -3.78
},
{
"rank": 4,
"name": "CRO概念",
"pct": -3.48
},
{
"rank": 5,
"name": "光刻胶",
"pct": -2.57
}
]
},
"市场广度": {
"date": "2026-09-02",
"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": [
"2026-08-27",
"2026-08-28",
"2026-08-31",
"2026-09-01",
"2026-09-02"
],
"up_count": [
3393.0,
3013.0,
3182.0,
3385.0,
1541.0
],
"down_count": [
1945.0,
2390.0,
2218.0,
2042.0,
3900.0
],
"ratio": [
1.74,
1.26,
1.43,
1.66,
0.4
]
}
},
"板块涨幅排行": {
"date": "2026-09-02",
"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": "兵装重组概念",
"pct": 4.52
},
{
"rank": 2,
"name": "新股与次新股",
"pct": 1.05
},
{
"rank": 3,
"name": "国产航母",
"pct": 0.82
},
{
"rank": 4,
"name": "军民融合",
"pct": 0.8
},
{
"rank": 5,
"name": "空气能热泵",
"pct": 0.66
},
{
"rank": 6,
"name": "PVDF概念",
"pct": 0.58
},
{
"rank": 7,
"name": "成飞概念",
"pct": 0.5
},
{
"rank": 8,
"name": "培育钻石",
"pct": 0.47
},
{
"rank": 9,
"name": "可燃冰",
"pct": 0.44
},
{
"rank": 10,
"name": "军工信息化",
"pct": 0.33
}
],
"five_day": [
{
"rank": 1,
"name": "兵装重组概念",
"pct": 8.85
},
{
"rank": 2,
"name": "AI视频",
"pct": 8.66
},
{
"rank": 3,
"name": "转基因",
"pct": 7.36
},
{
"rank": 4,
"name": "短剧游戏",
"pct": 6.93
},
{
"rank": 5,
"name": "粮食概念",
"pct": 6.82
},
{
"rank": 6,
"name": "玉米",
"pct": 6.62
},
{
"rank": 7,
"name": "快手概念",
"pct": 5.73
},
{
"rank": 8,
"name": "无人零售",
"pct": 5.68
},
{
"rank": 9,
"name": "AIGC概念",
"pct": 5.53
},
{
"rank": 10,
"name": "小红书概念",
"pct": 5.42
}
],
"ten_day": [
{
"rank": 1,
"name": "兵装重组概念",
"pct": 12.09
},
{
"rank": 2,
"name": "数字货币",
"pct": 9.85
},
{
"rank": 3,
"name": "AI视频",
"pct": 9.6
},
{
"rank": 4,
"name": "移动支付",
"pct": 9.48
},
{
"rank": 5,
"name": "电子身份证",
"pct": 9.26
},
{
"rank": 6,
"name": "粮食概念",
"pct": 9.13
},
{
"rank": 7,
"name": "ETC",
"pct": 8.68
},
{
"rank": 8,
"name": "无人零售",
"pct": 8.56
},
{
"rank": 9,
"name": "空气能热泵",
"pct": 8.49
},
{
"rank": 10,
"name": "短剧游戏",
"pct": 8.31
}
]
},
"涨跌停情绪": {
"date": "2026-09-02",
"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": [
"2026-08-27",
"2026-08-28",
"2026-08-31",
"2026-09-01",
"2026-09-02"
],
"limit_up": [
78.0,
82.0,
89.0,
86.0,
54.0
],
"limit_down": [
4.0,
2.0,
13.0,
0.0,
8.0
],
"ratio": [
19.5,
41.0,
6.85,
Infinity,
6.75
],
"lianban_count": [
16.0,
18.0,
18.0,
18.0,
14.0
],
"market_height": [
6.0,
7.0,
6.0,
7.0,
5.0
],
"bomb_count": 16,
"bomb_rate": 22.9
}
},
"成交额前10个股": {
"date": "2026-09-02",
"top_turnover": [
{
"rank": 1,
"code": "300308",
"name": "中际旭创",
"amount": 22060175707.18,
"pct": -4.294193,
"turnover_rate": 2.403,
"price": 822.4
},
{
"rank": 2,
"code": "300502",
"name": "新易盛",
"amount": 13737044896.86,
"pct": -3.999404,
"turnover_rate": 2.841,
"price": 386.7
},
{
"rank": 3,
"code": "688825",
"name": "长鑫科技",
"amount": 13357687462.77,
"pct": -3.8584069999999997,
"turnover_rate": 5.417000000000001,
"price": 54.32
},
{
"rank": 4,
"code": "600176",
"name": "中国巨石",
"amount": 11617627892.3,
"pct": 2.5801950000000002,
"turnover_rate": 6.665,
"price": 44.13
},
{
"rank": 5,
"code": "300394",
"name": "天孚通信",
"amount": 10214252789.46,
"pct": -0.7030230000000001,
"turnover_rate": 3.8249999999999997,
"price": 250.0
},
{
"rank": 6,
"code": "600487",
"name": "亨通光电",
"amount": 10035464271.48,
"pct": -0.653401,
"turnover_rate": 6.1129999999999995,
"price": 66.9
},
{
"rank": 7,
"code": "300750",
"name": "宁德时代",
"amount": 9720135916.73,
"pct": -2.739458,
"turnover_rate": 0.653,
"price": 348.29
},
{
"rank": 8,
"code": "600183",
"name": "生益科技",
"amount": 9553436833.71,
"pct": 0.387758,
"turnover_rate": 2.7199999999999998,
"price": 144.98
},
{
"rank": 9,
"code": "688256",
"name": "寒武纪",
"amount": 8524081542.06,
"pct": -0.090171,
"turnover_rate": 1.2269999999999999,
"price": 1108.0
},
{
"rank": 10,
"code": "002384",
"name": "东山精密",
"amount": 8209103731.75,
"pct": -2.7876410000000003,
"turnover_rate": 3.222,
"price": 183.43
}
],
"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。"
},
"主力资金流向": {
"date": "2026-09-02",
"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）。"
},
"强势股复盘": {
"date": "2026-09-02",
"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": "601086",
"name": "国芳集团",
"sector": "沪主板",
"industry": "商贸零售",
"concepts": [
"IP经济(谷子经济)",
"参股券商",
"西部大开发",
"家用电器",
"2026中报预增",
"商贸零售",
"零售",
"百货零售",
"谷子店"
],
"gain_pct": 46.44,
"latest_pct": 10.01,
"reason_tags": "连锁零售+新零售+半年报增长",
"reason": "连锁零售题材叠加半年报增长，市场资金连续炒作连板。",
"news_titles": [
"003005、601086，双双四连板",
"利好！601086，三连板",
"“一”字涨停！601086收获“4连板”",
"七部门发声！601086，1分钟涨停",
"国芳集团(601086)龙虎榜数据(08-31)"
]
},
{
"rank": 2,
"code": "003005",
"name": "竞业达",
"sector": "深主板",
"industry": "计算机",
"concepts": [
"在线教育",
"职业教育",
"AIGC概念",
"AI视频",
"AI应用",
"数据要素",
"AI智能体",
"多模态AI",
"DeepSeek概念",
"京津冀一体化",
"数据安全",
"百度概念",
"数字孪生",
"智慧城市",
"信创",
"人工智能",
"车联网(车路协同)",
"物联网",
"安防",
"虚拟现实",
"东数西算(算力)",
"专精特新",
"传感器",
"芯片概念",
"计算机",
"IT服务",
"IT服务Ⅲ",
"AI教育",
"视频生成模型"
],
"gain_pct": 46.41,
"latest_pct": 10.01,
"reason_tags": "AI教育+智能体+智慧招考+智慧轨道",
"reason": "AI教育、智慧招考题材活跃，股价走出四连板。",
"news_titles": [
"003005、601086，双双四连板",
"竞业达(003005)龙虎榜数据(08-31)",
"竞业达(003005.SZ)2026年中报净利润为-7436.69万元，同比亏损放大",
"机构风向标 | 竞业达(003005)2026年二季度已披露持仓机构仅5家",
"2连板竞业达：独立销售的智能体相关业务收入占公司营业收入比重极低"
]
},
{
"rank": 3,
"code": "000892",
"name": "欢瑞世纪",
"sector": "深主板",
"industry": "传媒",
"concepts": [
"短剧游戏",
"文化传媒概念",
"IP经济(谷子经济)",
"虚拟数字人",
"AIGC概念",
"AI应用",
"AI智能体",
"人工智能",
"西部大开发",
"AI视频",
"传媒",
"影视院线",
"影视院线Ⅲ",
"AI漫剧",
"红果短剧"
],
"gain_pct": 37.2,
"latest_pct": 9.94,
"reason_tags": "AIGC影视+互动影游+影视制作",
"reason": "AIGC影视题材带动，公司澄清收入占比低后仍三连板。",
"news_titles": [
"AIGC业务收入占比低！000892，“三连板”",
"欢瑞世纪(000892)龙虎榜数据(09-01)",
"机构风向标 | 欢瑞世纪(000892)2026年二季度已披露前十大机构累计持仓占比37.19%",
"欢瑞世纪(000892.SZ)2026年中报净利润为-1.44亿元，同比亏损扩大",
"2连板欢瑞世纪：AIGC相关业务收入占比低 对短期经营业绩不构成重大影响"
]
},
{
"rank": 4,
"code": "002909",
"name": "集泰股份",
"sector": "深主板",
"industry": "基础化工",
"concepts": [
"装配式建筑",
"新型城镇化",
"雄安新区",
"跨境电商",
"碳中和",
"一带一路",
"高铁",
"两轮车",
"粤港澳大湾区",
"储能",
"低空经济",
"飞行汽车(eVTOL)",
"有机硅概念",
"新能源汽车",
"光伏概念",
"硅能源",
"比亚迪概念",
"5G",
"液冷服务器",
"消费电子概念",
"基础化工",
"化学制品",
"有机硅"
],
"gain_pct": 35.57,
"latest_pct": 9.97,
"reason_tags": "液冷硅油+新能源胶+密封胶",
"reason": "液冷硅油题材炒作，但公司提示尚未形成规模化订单。",
"news_titles": [
"集泰股份(002909)龙虎榜数据(09-01)",
"集泰股份(002909.SZ)2026年中报净利润为-1366.70万元，同比亏损放大",
"机构风向标 | 集泰股份(002909)2026年二季度已披露前十大机构持股比例合计下跌1.40个百分点",
"2连板集泰股份：液冷硅油尚未形成规模化订单及销售收入",
"2连板集泰股份：液冷硅油目前处于商业化应用前的关键验证阶段 尚未形成规模化订单及销售收入"
]
},
{
"rank": 5,
"code": "605577",
"name": "龙版传媒",
"sector": "沪主板",
"industry": "传媒",
"concepts": [
"IP经济(谷子经济)",
"黑龙江自贸区",
"文化传媒概念",
"国企改革",
"在线教育",
"一带一路",
"AI视频",
"传媒",
"文化传媒",
"出版"
],
"gain_pct": 34.27,
"latest_pct": 10.02,
"reason_tags": "AI漫剧+出版发行+黑龙江国资",
"reason": "AI漫剧/AI视频题材催化，公司澄清未产生营收仍两连板。",
"news_titles": [
"龙版传媒(605577)龙虎榜数据(09-01)",
"龙版传媒(605577)龙虎榜数据(08-31)",
"龙版传媒(605577.SH)：2026年中报净利润为7867.80万元、同比较去年同期下降34.46%",
"龙版传媒：AI视频业务未产生营业收入",
"2连板龙版传媒：股票交易异常波动 AI视频业务未产生营收"
]
},
{
"rank": 6,
"code": "600892",
"name": "大晟文化",
"sector": "沪主板",
"industry": "传媒",
"concepts": [
"短剧游戏",
"文化传媒概念",
"抖音概念(字节概念)",
"网络游戏",
"创投",
"手机游戏",
"粤港澳大湾区",
"国企改革",
"摘帽",
"传媒",
"游戏",
"游戏Ⅲ"
],
"gain_pct": 34.09,
"latest_pct": 10.08,
"reason_tags": "短剧+网络游戏+异常波动",
"reason": "短剧、网络游戏题材炒作后止步连板，盘中跌停。",
"news_titles": [
"大晟文化(600892)龙虎榜数据(09-01)",
"大晟文化(600892.SH)：2026年中报净利润为-3885.14万元，同比亏损放大",
"2分钟直线跌停！600892，止步3连板",
"2分钟直线跌停！600892，止步3连板｜快讯",
"9月1日A股午盘：科创50跌1.48%创业板指跌0.92% 大消费农业板块领涨"
]
},
{
"rank": 7,
"code": "002886",
"name": "沃特股份",
"sector": "深主板",
"industry": "基础化工",
"concepts": [
"PEEK材料",
"PCB概念",
"富士康概念",
"3D打印",
"新型烟草(电子烟)",
"毫米波雷达",
"5G",
"6G概念",
"石墨烯",
"人形机器人",
"新能源汽车",
"特斯拉概念",
"小米概念",
"碳纤维",
"商业航天",
"专精特新",
"无人机",
"军工",
"芯片概念",
"光伏概念",
"机器人概念",
"华为概念",
"先进封装",
"小米汽车",
"华为汽车",
"粤港澳大湾区",
"低空经济",
"特高压",
"核电",
"合成生物",
"基础化工",
"塑料制品",
"改性塑料"
],
"gain_pct": 28.5,
"latest_pct": 9.99,
"reason_tags": "PTFE薄膜+人形机器人+特种高分子",
"reason": "人形机器人及PTFE薄膜题材受关注，中报盈利带动上涨。",
"news_titles": [
"沃特股份(002886)龙虎榜数据(09-01)",
"沃特股份(002886)龙虎榜数据(08-31)",
"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"
]
},
{
"rank": 8,
"code": "002514",
"name": "*ST宝馨",
"sector": "深主板",
"industry": "机械设备",
"concepts": [
"换电概念",
"污水处理",
"智能电网",
"养老概念",
"碳中和",
"充电桩",
"华为数字能源",
"一带一路",
"高压快充",
"储能",
"机器人概念",
"华为概念",
"新能源汽车",
"高端装备",
"光伏概念",
"人形机器人",
"HJT电池",
"工业母机",
"TOPCON电池",
"钙钛矿电池",
"机械设备",
"通用设备",
"金属制品",
"叠层钙钛矿"
],
"gain_pct": 28.25,
"latest_pct": 10.19,
"reason_tags": "司法拍卖+智能制造+共享充电宝",
"reason": "",
"news_titles": [
"*ST宝馨(002514.SZ)：2026年中报净利润为-4087.03万元",
"41只股上午收盘涨停(附股)",
"低价股一览 61股股价不足2元",
"68只股上午收盘涨停(附股)",
"86只股涨停 最大封单资金3.53亿元"
]
},
{
"rank": 9,
"code": "601566",
"name": "九牧王",
"sector": "沪主板",
"industry": "纺织服饰",
"concepts": [
"网红经济",
"IP经济(谷子经济)",
"高股息精选",
"福建自贸区",
"海峡两岸",
"纺织服饰",
"服装家纺",
"服装"
],
"gain_pct": 23.78,
"latest_pct": 9.98,
"reason_tags": "男裤龙头+零售消费+太空裤",
"reason": "男裤龙头零售消费题材，股价站上半年线获资金关注。",
"news_titles": [
"九牧王(601566)龙虎榜数据(09-01)",
"机构风向标 | 九牧王(601566)2026年二季度已披露持仓机构仅6家",
"九牧王(601566.SH)2026年中报净利润为3982.50万元、较去年同期下降77.15%",
"沪股通现身14只个股龙虎榜",
"116只股中线走稳 站上半年线"
]
},
{
"rank": 10,
"code": "000635",
"name": "英力特",
"sector": "深主板",
"industry": "基础化工",
"concepts": [
"绿色电力",
"国企改革",
"碳交易",
"西部大开发",
"消毒剂",
"央企国企改革",
"氢能源",
"基础化工",
"化学原料",
"氯碱"
],
"gain_pct": 22.91,
"latest_pct": 9.97,
"reason_tags": "控制权变更+复牌+氯碱化工",
"reason": "控股股东拟转让股份，控制权变更预期复牌引发大涨。",
"news_titles": [
"000635，筹划易主",
"英力特(000635.SZ)：2026年中报净利润为-2.47亿元，同比亏损放大",
"英力特：控股股东拟转让公司39.41%股份 9月1日复牌",
"英力特：控股股东拟公开征集转让39.41%股份 股票复牌",
"116只股中线走稳 站上半年线"
]
}
],
"ten_day": [
{
"rank": 1,
"code": "002886",
"name": "沃特股份",
"sector": "深主板",
"industry": "基础化工",
"concepts": [
"PEEK材料",
"PCB概念",
"富士康概念",
"3D打印",
"新型烟草(电子烟)",
"毫米波雷达",
"5G",
"6G概念",
"石墨烯",
"人形机器人",
"新能源汽车",
"特斯拉概念",
"小米概念",
"碳纤维",
"商业航天",
"专精特新",
"无人机",
"军工",
"芯片概念",
"光伏概念",
"机器人概念",
"华为概念",
"先进封装",
"小米汽车",
"华为汽车",
"粤港澳大湾区",
"低空经济",
"特高压",
"核电",
"合成生物",
"基础化工",
"塑料制品",
"改性塑料"
],
"gain_pct": 59.71,
"latest_pct": 9.99,
"reason_tags": "PTFE薄膜+人形机器人+特种高分子",
"reason": "人形机器人及PTFE薄膜题材受关注，中报盈利带动上涨。",
"news_titles": [
"沃特股份(002886)龙虎榜数据(09-01)",
"沃特股份(002886)龙虎榜数据(08-31)",
"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"
]
},
{
"rank": 2,
"code": "003005",
"name": "竞业达",
"sector": "深主板",
"industry": "计算机",
"concepts": [
"在线教育",
"职业教育",
"AIGC概念",
"AI视频",
"AI应用",
"数据要素",
"AI智能体",
"多模态AI",
"DeepSeek概念",
"京津冀一体化",
"数据安全",
"百度概念",
"数字孪生",
"智慧城市",
"信创",
"人工智能",
"车联网(车路协同)",
"物联网",
"安防",
"虚拟现实",
"东数西算(算力)",
"专精特新",
"传感器",
"芯片概念",
"计算机",
"IT服务",
"IT服务Ⅲ",
"AI教育",
"视频生成模型"
],
"gain_pct": 47.82,
"latest_pct": 10.01,
"reason_tags": "AI教育+智能体+智慧招考+智慧轨道",
"reason": "AI教育、智慧招考题材活跃，股价走出四连板。",
"news_titles": [
"003005、601086，双双四连板",
"竞业达(003005)龙虎榜数据(08-31)",
"竞业达(003005.SZ)2026年中报净利润为-7436.69万元，同比亏损放大",
"机构风向标 | 竞业达(003005)2026年二季度已披露持仓机构仅5家",
"2连板竞业达：独立销售的智能体相关业务收入占公司营业收入比重极低"
]
},
{
"rank": 3,
"code": "601086",
"name": "国芳集团",
"sector": "沪主板",
"industry": "商贸零售",
"concepts": [
"IP经济(谷子经济)",
"参股券商",
"西部大开发",
"家用电器",
"2026中报预增",
"商贸零售",
"零售",
"百货零售",
"谷子店"
],
"gain_pct": 45.29,
"latest_pct": 10.01,
"reason_tags": "连锁零售+新零售+半年报增长",
"reason": "连锁零售题材叠加半年报增长，市场资金连续炒作连板。",
"news_titles": [
"003005、601086，双双四连板",
"利好！601086，三连板",
"“一”字涨停！601086收获“4连板”",
"七部门发声！601086，1分钟涨停",
"国芳集团(601086)龙虎榜数据(08-31)"
]
},
{
"rank": 4,
"code": "600892",
"name": "大晟文化",
"sector": "沪主板",
"industry": "传媒",
"concepts": [
"短剧游戏",
"文化传媒概念",
"抖音概念(字节概念)",
"网络游戏",
"创投",
"手机游戏",
"粤港澳大湾区",
"国企改革",
"摘帽",
"传媒",
"游戏",
"游戏Ⅲ"
],
"gain_pct": 42.67,
"latest_pct": 10.08,
"reason_tags": "短剧+网络游戏+异常波动",
"reason": "短剧、网络游戏题材炒作后止步连板，盘中跌停。",
"news_titles": [
"大晟文化(600892)龙虎榜数据(09-01)",
"大晟文化(600892.SH)：2026年中报净利润为-3885.14万元，同比亏损放大",
"2分钟直线跌停！600892，止步3连板",
"2分钟直线跌停！600892，止步3连板｜快讯",
"9月1日A股午盘：科创50跌1.48%创业板指跌0.92% 大消费农业板块领涨"
]
},
{
"rank": 5,
"code": "002909",
"name": "集泰股份",
"sector": "深主板",
"industry": "基础化工",
"concepts": [
"装配式建筑",
"新型城镇化",
"雄安新区",
"跨境电商",
"碳中和",
"一带一路",
"高铁",
"两轮车",
"粤港澳大湾区",
"储能",
"低空经济",
"飞行汽车(eVTOL)",
"有机硅概念",
"新能源汽车",
"光伏概念",
"硅能源",
"比亚迪概念",
"5G",
"液冷服务器",
"消费电子概念",
"基础化工",
"化学制品",
"有机硅"
],
"gain_pct": 40.27,
"latest_pct": 9.97,
"reason_tags": "液冷硅油+新能源胶+密封胶",
"reason": "液冷硅油题材炒作，但公司提示尚未形成规模化订单。",
"news_titles": [
"集泰股份(002909)龙虎榜数据(09-01)",
"集泰股份(002909.SZ)2026年中报净利润为-1366.70万元，同比亏损放大",
"机构风向标 | 集泰股份(002909)2026年二季度已披露前十大机构持股比例合计下跌1.40个百分点",
"2连板集泰股份：液冷硅油尚未形成规模化订单及销售收入",
"2连板集泰股份：液冷硅油目前处于商业化应用前的关键验证阶段 尚未形成规模化订单及销售收入"
]
},
{
"rank": 6,
"code": "000892",
"name": "欢瑞世纪",
"sector": "深主板",
"industry": "传媒",
"concepts": [
"短剧游戏",
"文化传媒概念",
"IP经济(谷子经济)",
"虚拟数字人",
"AIGC概念",
"AI应用",
"AI智能体",
"人工智能",
"西部大开发",
"AI视频",
"传媒",
"影视院线",
"影视院线Ⅲ",
"AI漫剧",
"红果短剧"
],
"gain_pct": 38.3,
"latest_pct": 9.94,
"reason_tags": "AIGC影视+互动影游+影视制作",
"reason": "AIGC影视题材带动，公司澄清收入占比低后仍三连板。",
"news_titles": [
"AIGC业务收入占比低！000892，“三连板”",
"欢瑞世纪(000892)龙虎榜数据(09-01)",
"机构风向标 | 欢瑞世纪(000892)2026年二季度已披露前十大机构累计持仓占比37.19%",
"欢瑞世纪(000892.SZ)2026年中报净利润为-1.44亿元，同比亏损扩大",
"2连板欢瑞世纪：AIGC相关业务收入占比低 对短期经营业绩不构成重大影响"
]
},
{
"rank": 7,
"code": "002536",
"name": "飞龙股份",
"sector": "深主板",
"industry": "汽车",
"concepts": [
"液冷服务器",
"芯片概念",
"汽车电子",
"特斯拉概念",
"数据中心(AIDC)",
"汽车热管理",
"新能源汽车",
"无人机",
"小米汽车",
"机器人概念",
"华为概念",
"海峡两岸",
"长安汽车概念",
"低空经济",
"燃料电池",
"储能",
"充电桩",
"人民币贬值受益",
"一带一路",
"汽车",
"汽车零部件",
"底盘与发动机系统",
"两岸合作",
"数据中心液冷",
"液冷泵"
],
"gain_pct": 36.0,
"latest_pct": 10.0,
"reason_tags": "液冷订单+服务器液冷+汽车热管理",
"reason": "",
"news_titles": [
"飞龙股份(002536)龙虎榜数据(08-27)",
"飞龙股份(002536)龙虎榜数据(08-25)",
"飞龙股份(002536.SZ)2026年中报净利润为7570.99万元、较去年同期下降64.02%",
"205只股短线走稳 站上五日均线",
"160只股短线走稳 站上五日均线"
]
},
{
"rank": 8,
"code": "002104",
"name": "恒宝股份",
"sector": "深主板",
"industry": "通信",
"concepts": [
"电子身份证",
"移动支付",
"数字货币",
"互联网金融",
"智慧政务",
"区块链",
"数据安全",
"ETC",
"网络安全",
"国产操作系统",
"数字经济",
"车联网(车路协同)",
"阿里巴巴概念",
"量子科技",
"人工智能",
"一带一路",
"物联网",
"华为概念",
"5G",
"消费电子概念",
"芯片概念",
"通信",
"通信设备",
"通信终端及配件",
"eSIM"
],
"gain_pct": 34.97,
"latest_pct": 10.02,
"reason_tags": "数字人民币+eSIM+数据安全",
"reason": "",
"news_titles": [
"机构风向标 | 恒宝股份(002104)2026年二季度已披露前十大机构累计持仓占比5.74%",
"恒宝股份(002104)龙虎榜数据(08-24)",
"9月2日A股早盘震荡走弱 创业板指半日跌超2% 全市场近4000只个股下挫",
"9月2日A股收评：创业板指缩量下挫超2% 军工板块逆市上行",
"116只股中线走稳 站上半年线"
]
},
{
"rank": 9,
"code": "603618",
"name": "杭电股份",
"sector": "沪主板",
"industry": "电力设备",
"concepts": [
"光纤概念",
"PET铜箔",
"PCB概念",
"5G",
"石墨烯",
"特高压",
"2026中报预增",
"锂电池概念",
"光伏概念",
"新能源汽车",
"储能",
"智能电网",
"风电",
"抽水蓄能",
"共同富裕示范区",
"电力设备",
"电网设备",
"线缆部件及其他",
"特高压线缆材料"
],
"gain_pct": 34.17,
"latest_pct": 9.99,
"reason_tags": "半年报高增+光通信+铜箔扩产",
"reason": "",
"news_titles": [
"杭电股份(603618)龙虎榜数据(08-27)",
"603618，业绩暴增，章建平重仓",
"A股“光”芒万丈！光纤“三剑客”再次亮剑，603618，2连板，股民直呼“还是得相信光”",
"603618，净利暴增9倍！知名“牛散”空降成为第三大股东",
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{
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"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。",
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"芯片概念",
11
],
[
"机器人概念",
11
],
[
"西部大开发",
10
],
[
"一带一路",
10
],
[
"无人机",
10
],
[
"军工",
10
],
[
"专精特新",
9
]
],
"concept_prev": [
[
"国企改革",
36
],
[
"人工智能",
22
],
[
"AI应用",
21
],
[
"乡村振兴",
18
],
[
"西部大开发",
15
],
[
"华为概念",
15
],
[
"数字经济",
15
],
[
"一带一路",
13
],
[
"农林牧渔",
13
],
[
"粮食概念",
13
]
],
"auction_one_word": {
"hard": [
{
"code": "000635",
"name": "英 力 特",
"limit_days": 2,
"reason": "控制权变更+复牌+氯碱化工",
"concepts": [
"绿色电力",
"国企改革",
"碳交易",
"西部大开发",
"消毒剂",
"央企国企改革",
"氢能源",
"基础化工",
"化学原料",
"氯碱"
]
},
{
"code": "000892",
"name": "欢瑞世纪",
"limit_days": 3,
"reason": "AIGC影视+互动影游+影视制作",
"concepts": [
"短剧游戏",
"文化传媒概念",
"IP经济(谷子经济)",
"虚拟数字人",
"AIGC概念",
"AI应用",
"AI智能体",
"人工智能",
"西部大开发",
"AI视频",
"传媒",
"影视院线",
"影视院线Ⅲ",
"AI漫剧",
"红果短剧"
]
},
{
"code": "002909",
"name": "集泰股份",
"limit_days": 3,
"reason": "液冷硅油+新能源胶+密封胶",
"concepts": [
"装配式建筑",
"新型城镇化",
"雄安新区",
"跨境电商",
"碳中和",
"一带一路",
"高铁",
"两轮车",
"粤港澳大湾区",
"储能",
"低空经济",
"飞行汽车(eVTOL)",
"有机硅概念",
"新能源汽车",
"光伏概念",
"硅能源",
"比亚迪概念",
"5G",
"液冷服务器",
"消费电子概念",
"基础化工",
"化学制品",
"有机硅"
]
},
{
"code": "003005",
"name": "竞业达",
"limit_days": 4,
"reason": "AI教育+智能体+智慧招考+智慧轨道",
"concepts": [
"在线教育",
"职业教育",
"AIGC概念",
"AI视频",
"AI应用",
"数据要素",
"AI智能体",
"多模态AI",
"DeepSeek概念",
"京津冀一体化",
"数据安全",
"百度概念",
"数字孪生",
"智慧城市",
"信创",
"人工智能",
"车联网(车路协同)",
"物联网",
"安防",
"虚拟现实",
"东数西算(算力)",
"专精特新",
"传感器",
"芯片概念",
"计算机",
"IT服务",
"IT服务Ⅲ",
"AI教育",
"视频生成模型"
]
},
{
"code": "601086",
"name": "国芳集团",
"limit_days": 4,
"reason": "连锁零售+新零售+半年报增长",
"concepts": [
"IP经济(谷子经济)",
"参股券商",
"西部大开发",
"家用电器",
"2026中报预增",
"商贸零售",
"零售",
"百货零售",
"谷子店"
]
}
],
"soft": [
{
"code": "002274",
"name": "华昌化工",
"limit_days": 1,
"reason": "控制权变更+多元醇+业绩增长",
"concepts": [
"煤化工概念",
"化肥",
"钒电池",
"氢能源",
"2026中报预增",
"基础化工",
"化学原料",
"煤化工",
"尿素"
]
}
]
},
"board_leaders": {
"top": {
"limit_days": 4,
"count": 2,
"names": [
"竞业达",
"国芳集团"
],
"industry": "计算机",
"industry_cnt": 1,
"top_concepts": [
[
"在线教育",
1
],
[
"职业教育",
1
],
[
"AIGC概念",
1
]
],
"themes": [
"在线教育",
"职业教育",
"AI算力"
]
},
"second": {
"limit_days": 3,
"count": 4,
"names": [
"欢瑞世纪",
"集泰股份",
"大晟文化",
"龙版传媒"
],
"industry": "传媒",
"industry_cnt": 3,
"top_concepts": [
[
"文化传媒概念",
3
],
[
"传媒",
3
],
[
"短剧游戏",
2
]
],
"themes": [
"传媒",
"传媒",
"传媒"
]
},
"same_sector": false
},
"theme_limitup": [
{
"theme": "国企改",
"count": 26,
"reps": [
"英 力 特",
"集泰股份",
"大晟文化",
"香溢融通",
"石化机械",
"建设工业",
"内蒙一机",
"长城军工"
]
},
{
"theme": "储能锂电",
"count": 23,
"reps": [
"英 力 特",
"华昌化工",
"集泰股份",
"道明光学",
"石化机械",
"内蒙一机",
"深圳新星",
"沃特股份"
]
},
{
"theme": "汽车",
"count": 20,
"reps": [
"集泰股份",
"竞业达",
"道明光学",
"建设工业",
"内蒙一机",
"长城军工",
"深圳新星",
"沃特股份"
]
},
{
"theme": "电力",
"count": 18,
"reps": [
"英 力 特",
"内蒙一机",
"深圳新星",
"沃特股份",
"远东股份",
"山东玻纤",
"贵州燃气",
"九鼎新材"
]
},
{
"theme": "半导体",
"count": 18,
"reps": [
"集泰股份",
"竞业达",
"深圳新星",
"沃特股份",
"远东股份",
"山东玻纤",
"飞龙股份",
"智新电子"
]
},
{
"theme": "军工",
"count": 17,
"reps": [
"道明光学",
"建设工业",
"天禾股份",
"内蒙一机",
"长城军工",
"深圳新星",
"沃特股份",
"远东股份"
]
},
{
"theme": "AI算力",
"count": 15,
"reps": [
"欢瑞世纪",
"集泰股份",
"竞业达",
"道明光学",
"内蒙一机",
"龙版传媒",
"远东股份",
"云南旅游"
]
},
{
"theme": "机器人",
"count": 13,
"reps": [
"建设工业",
"内蒙一机",
"沃特股份",
"远东股份",
"云南旅游",
"飞龙股份",
"盛景微",
"光洋股份"
]
},
{
"theme": "西部大开发",
"count": 10,
"reps": [
"英 力 特",
"欢瑞世纪",
"国芳集团",
"茂业商业",
"建设工业",
"内蒙一机",
"远东股份",
"贵州燃气"
]
},
{
"theme": "化工",
"count": 9,
"reps": [
"英 力 特",
"华昌化工",
"集泰股份",
"道明光学",
"小方制药",
"天禾股份",
"深圳新星",
"沃特股份"
]
},
{
"theme": "地产链",
"count": 9,
"reps": [
"集泰股份",
"山东玻纤",
"九鼎新材",
"智新电子",
"国晟科技",
"梦天家居",
"高新发展",
"信达地产"
]
},
{
"theme": "专精特新",
"count": 9,
"reps": [
"竞业达",
"石化机械",
"建设工业",
"沃特股份",
"维琪科技",
"盛景微",
"晟楠科技",
"金帝股份"
]
},
{
"theme": "低空经济",
"count": 8,
"reps": [
"集泰股份",
"天禾股份",
"沃特股份",
"远东股份",
"飞龙股份",
"盛景微",
"光洋股份",
"金帝股份"
]
},
{
"theme": "消费",
"count": 8,
"reps": [
"国芳集团",
"茂业商业",
"九牧王",
"云南旅游",
"维琪科技",
"顺控发展",
"康隆达",
"哈森股份"
]
},
{
"theme": "粤港澳大湾区",
"count": 7,
"reps": [
"集泰股份",
"大晟文化",
"沃特股份",
"维琪科技",
"播恩集团",
"联域股份",
"顺控发展"
]
},
{
"theme": "金融",
"count": 7,
"reps": [
"茂业商业",
"香溢融通",
"远东股份",
"云南旅游",
"梦天家居",
"恒宝股份",
"信达地产"
]
},
{
"theme": "华为概念",
"count": 7,
"reps": [
"道明光学",
"沃特股份",
"远东股份",
"雪人集团",
"飞龙股份",
"恒宝股份",
"哈森股份"
]
},
{
"theme": "传媒",
"count": 6,
"reps": [
"欢瑞世纪",
"大晟文化",
"道明光学",
"九牧王",
"龙版传媒",
"云南旅游"
]
},
{
"theme": "物联网",
"count": 6,
"reps": [
"竞业达",
"内蒙一机",
"雪人集团",
"恒宝股份",
"高新发展",
"联域股份"
]
},
{
"theme": "海峡两岸",
"count": 6,
"reps": [
"九牧王",
"太阳电缆",
"雪人集团",
"飞龙股份",
"力鼎光电",
"哈森股份"
]
},
{
"theme": "股权转让(并购重组)",
"count": 5,
"reps": [
"香溢融通",
"建设工业",
"信达地产",
"光洋股份",
"大位科技"
]
},
{
"theme": "IP经济(谷子经济)",
"count": 4,
"reps": [
"欢瑞世纪",
"国芳集团",
"九牧王",
"龙版传媒"
]
},
{
"theme": "2026中报预增",
"count": 4,
"reps": [
"华昌化工",
"国芳集团",
"山东玻纤",
"杭电股份"
]
},
{
"theme": "通信",
"count": 4,
"reps": [
"集泰股份",
"沃特股份",
"恒宝股份",
"杭电股份"
]
},
{
"theme": "虚拟现实",
"count": 4,
"reps": [
"竞业达",
"道明光学",
"云南旅游",
"力鼎光电"
]
},
{
"theme": "智能穿戴",
"count": 4,
"reps": [
"道明光学",
"智新电子",
"光洋股份",
"哈森股份"
]
},
{
"theme": "有色资源",
"count": 4,
"reps": [
"道明光学",
"深圳新星",
"远东股份",
"杭电股份"
]
},
{
"theme": "数字经济",
"count": 4,
"reps": [
"石化机械",
"天禾股份",
"雪人集团",
"恒宝股份"
]
},
{
"theme": "海工装备",
"count": 4,
"reps": [
"石化机械",
"远东股份",
"太阳电缆",
"雪人集团"
]
},
{
"theme": "工业互联网",
"count": 4,
"reps": [
"石化机械",
"内蒙一机",
"雪人集团",
"梦天家居"
]
},
{
"theme": "高端装备",
"count": 4,
"reps": [
"石化机械",
"内蒙一机",
"远东股份",
"雪人集团"
]
},
{
"theme": "乡村振兴",
"count": 4,
"reps": [
"天禾股份",
"播恩集团",
"顺控发展",
"德宏股份"
]
},
{
"theme": "农机",
"count": 4,
"reps": [
"天禾股份",
"内蒙一机",
"一彬科技",
"德宏股份"
]
},
{
"theme": "线缆部件及其他",
"count": 4,
"reps": [
"远东股份",
"太阳电缆",
"神马电力",
"杭电股份"
]
},
{
"theme": "人民币贬值受益",
"count": 4,
"reps": [
"飞龙股份",
"联域股份",
"力鼎光电",
"康隆达"
]
},
{
"theme": "碳中和",
"count": 3,
"reps": [
"集泰股份",
"京能热力",
"雪人集团"
]
},
{
"theme": "高铁",
"count": 3,
"reps": [
"集泰股份",
"内蒙一机",
"九鼎新材"
]
},
{
"theme": "飞行汽车(eVTOL)",
"count": 3,
"reps": [
"集泰股份",
"光洋股份",
"金帝股份"
]
},
{
"theme": "DeepSeek概念",
"count": 3,
"reps": [
"竞业达",
"远东股份",
"哈森股份"
]
},
{
"theme": "数字孪生",
"count": 3,
"reps": [
"竞业达",
"内蒙一机",
"高新发展"
]
},
{
"theme": "智慧城市",
"count": 3,
"reps": [
"竞业达",
"远东股份",
"高新发展"
]
},
{
"theme": "安防",
"count": 3,
"reps": [
"竞业达",
"道明光学",
"力鼎光电"
]
},
{
"theme": "计算机",
"count": 3,
"reps": [
"竞业达",
"力鼎光电",
"大位科技"
]
},
{
"theme": "创投",
"count": 3,
"reps": [
"大晟文化",
"九鼎新材",
"高新发展"
]
},
{
"theme": "共同富裕示范区",
"count": 3,
"reps": [
"道明光学",
"香溢融通",
"杭电股份"
]
},
{
"theme": "石墨烯",
"count": 3,
"reps": [
"道明光学",
"沃特股份",
"杭电股份"
]
},
{
"theme": "天然气",
"count": 3,
"reps": [
"石化机械",
"贵州燃气",
"雪人集团"
]
},
{
"theme": "地下管网",
"count": 3,
"reps": [
"石化机械",
"贵州燃气",
"顺控发展"
]
},
{
"theme": "机械设备",
"count": 3,
"reps": [
"石化机械",
"雪人集团",
"金帝股份"
]
},
{
"theme": "军贸",
"count": 3,
"reps": [
"建设工业",
"内蒙一机",
"长城军工"
]
},
{
"theme": "福建自贸区",
"count": 3,
"reps": [
"九牧王",
"雪人集团",
"力鼎光电"
]
},
{
"theme": "碳纤维",
"count": 3,
"reps": [
"沃特股份",
"博云新材",
"金帝股份"
]
},
{
"theme": "合成生物",
"count": 3,
"reps": [
"沃特股份",
"维琪科技",
"播恩集团"
]
},
{
"theme": "阿里巴巴概念",
"count": 3,
"reps": [
"远东股份",
"雪人集团",
"恒宝股份"
]
},
{
"theme": "底盘与发动机系统",
"count": 3,
"reps": [
"飞龙股份",
"光洋股份",
"德宏股份"
]
},
{
"theme": "中越经济一体化",
"count": 3,
"reps": [
"智新电子",
"联域股份",
"康隆达"
]
},
{
"theme": "智能座舱",
"count": 3,
"reps": [
"光洋股份",
"力鼎光电",
"德宏股份"
]
},
{
"theme": "碳交易",
"count": 2,
"reps": [
"英 力 特",
"京能热力"
]
},
{
"theme": "虚拟数字人",
"count": 2,
"reps": [
"欢瑞世纪",
"云南旅游"
]
},
{
"theme": "雄安新区",
"count": 2,
"reps": [
"集泰股份",
"石化机械"
]
},
{
"theme": "在线教育",
"count": 2,
"reps": [
"竞业达",
"龙版传媒"
]
},
{
"theme": "数据要素",
"count": 2,
"reps": [
"竞业达",
"高新发展"
]
},
{
"theme": "京津冀一体化",
"count": 2,
"reps": [
"竞业达",
"京能热力"
]
},
{
"theme": "数据安全",
"count": 2,
"reps": [
"竞业达",
"恒宝股份"
]
},
{
"theme": "传感器",
"count": 2,
"reps": [
"竞业达",
"盛景微"
]
},
{
"theme": "IT服务",
"count": 2,
"reps": [
"竞业达",
"大位科技"
]
},
{
"theme": "IT服务Ⅲ",
"count": 2,
"reps": [
"竞业达",
"大位科技"
]
},
{
"theme": "物业管理",
"count": 2,
"reps": [
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"信达地产"
]
},
{
"theme": "中俄贸易概念",
"count": 2,
"reps": [
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"内蒙一机"
]
},
{
"theme": "医药",
"count": 2,
"reps": [
"小方制药",
"康隆达"
]
},
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