{
"date": "2026-09-03",
"schema_version": 2,
"data_markdown": "## 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** | **1846** | 34.1% | 全市场上涨个股数 |\n| **下跌家数** | **3570** | 65.9% | 全市场下跌个股数 |\n| 上涨/下跌比 | **0.52** | — | >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## 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 | 176.91 | -1.14% | 1.95% | 813.00 |\n| 2 | 688825 | 长鑫科技 | 111.63 | +2.26% | 4.50% | 55.55 |\n| 3 | 300502 | 新易盛 | 101.15 | -0.50% | 2.08% | 384.76 |\n| 4 | 000977 | 浪潮信息 | 96.88 | +0.77% | 7.59% | 86.35 |\n| 5 | 300750 | 宁德时代 | 92.36 | +0.35% | 0.62% | 349.50 |\n| 6 | 603986 | 兆易创新 | 91.99 | -1.46% | 3.56% | 383.20 |\n| 7 | 600183 | 生益科技 | 90.63 | -1.23% | 2.64% | 143.19 |\n| 8 | 600176 | 中国巨石 | 88.45 | -3.40% | 5.20% | 42.63 |\n| 9 | 600487 | 亨通光电 | 86.18 | -2.41% | 5.33% | 65.29 |\n| 10 | 002384 | 东山精密 | 79.44 | -2.33% | 3.17% | 179.16 |\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** | **46** | 占比 74.2% |\n| **跌停家数** | **16** | 占比 25.8% |\n| 涨跌比 | **2.88** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **0** | 连续涨停个股数 |\n| 市场高度 | **0** 板 | 最高连板天数 |\n| **炸板率** | **41.8%** | 炸板 33 家 /（涨停 46 + 炸板 33），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| 2026-08-28 | 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| 2026-09-03 | 46 | 16 | 2.88 | 0 | 0 |\n\n\n\n---\n\n## 指数行情与量能\n\n## 近 5 日成交额对比（主要指数并排）\n\n\n## 核心成长指数集合竞价量能（成分股竞价加总代理）\n\n> 下图按指数展示近 5 日集合竞价成交额（亿元），可在浏览器中悬浮查看数值。\n\n\n\n---\n\n## 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| 兵装重组概念 | -2.85% | — | — |\n| 供销社 | -2.19% | — | — |\n| 乳业 | -1.75% | — | — |\n| 电子身份证 | -1.47% | — | — |\n| Web3.0 | -1.46% | — | — |\n| CRO概念 | — | — | -8.58% |\n| 减肥药 | — | — | -8.20% |\n| 重组蛋白 | — | — | -8.18% |\n| 国家大基金持股 | — | -5.89% | — |\n| 科创次新股 | — | -5.60% | — |\n| 青蒿素 | — | -5.04% | -8.32% |\n| 细胞免疫治疗 | — | -4.68% | -8.79% |\n| 中芯国际概念 | — | -4.59% | — |\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## 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 | 605577 | 龙版传媒 | 沪主板 | 传媒 | 46.53% | +10.04% | AI漫剧/视频概念炒作，公司提示尚未产生营收 |\n| 2 | 002909 | 集泰股份 | 深主板 | 基础化工 | 46.44% | +10.03% | 液冷硅油概念受关注，股价连续涨停 |\n| 3 | 601086 | 国芳集团 | 沪主板 | 商贸零售 | 46.40% | +10.00% | 连锁零售与新零售概念热炒，股价连续涨停 |\n| 4 | 605068 | 明新旭腾 | 沪主板 | 汽车 | 32.69% | +10.02% | 人形机器人、电子皮肤概念热炒，连续涨停后公司提示风险 |\n| 5 | 002328 | 新朋股份 | 深主板 | 汽车 | 30.66% | +10.02% | 液冷机柜及储能配套概念活跃，盘中快速涨停 |\n| 6 | 603270 | 金帝股份 | 沪主板 | 机械设备 | 27.09% | +10.01% | 题材：液冷散热、人形机器人、电驱动定转子；液冷火热！603270“四天三板”；金帝股份(603270.SH)2026年中报净利润为6769.20万元、较去年同期下降10.85% |\n| 7 | 002708 | 光洋股份 | 深主板 | 汽车 | 26.98% | +10.03% | 人形机器人及PCB收购概念催化，中报净利同比增长 |\n| 8 | 003018 | 金富科技 | 深主板 | 轻工制造 | 25.71% | +10.00% | 跨界液冷散热领域受市场关注，股价涨停 |\n| 9 | 300830 | 金现代 | 创业板 | 计算机 | 24.72% | +19.98% | 题材：AI低代码、军工数字化、电力信息化；机构风向标 | 金现代(300830)2026年二季度已披露持仓机构仅3家；金现代(300830.SZ)2026年中报净利润为-2344.91万元，同比亏损放大 |\n| 10 | 600657 | 信达地产 | 沪主板 | 房地产 | 23.53% | +10.16% | 房地产板块集体爆发，央企背景助力公司涨停 |\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 | 601086 | 国芳集团 | 沪主板 | 商贸零售 | 62.58% | +10.00% | 连锁零售与新零售概念热炒，股价连续涨停 |\n| 2 | 002909 | 集泰股份 | 深主板 | 基础化工 | 53.45% | +10.03% | 液冷硅油概念受关注，股价连续涨停 |\n| 3 | 600479 | 千金药业 | 沪主板 | 医药生物 | 46.11% | +10.03% | 中报净利润同比增41.59%，女性健康等题材加持 |\n| 4 | 605577 | 龙版传媒 | 沪主板 | 传媒 | 45.32% | +10.04% | AI漫剧/视频概念炒作，公司提示尚未产生营收 |\n| 5 | 002328 | 新朋股份 | 深主板 | 汽车 | 41.06% | +10.02% | 液冷机柜及储能配套概念活跃，盘中快速涨停 |\n| 6 | 002708 | 光洋股份 | 深主板 | 汽车 | 39.98% | +10.03% | 人形机器人及PCB收购概念催化，中报净利同比增长 |\n| 7 | 605068 | 明新旭腾 | 沪主板 | 汽车 | 36.71% | +10.02% | 人形机器人、电子皮肤概念热炒，连续涨停后公司提示风险 |\n| 8 | 301489 | 思泉新材 | 创业板 | 电子 | 33.40% | +20.00% | 液冷散热及算力散热概念活跃，带动股价涨停 |\n| 9 | 003018 | 金富科技 | 深主板 | 轻工制造 | 31.17% | +10.00% | 跨界液冷散热领域受市场关注，股价涨停 |\n| 10 | 600657 | 信达地产 | 沪主板 | 房地产 | 29.73% | +10.16% | 房地产板块集体爆发，央企背景助力公司涨停 |\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| 培育钻石 | +3.80% | — | +6.18% | — |\n| 液冷服务器 | +1.84% | — | +7.61% | — |\n| 富士康概念 | +1.26% | — | — | — |\n| 金属钴 | +1.02% | — | — | — |\n| 金属铅 | +0.99% | — | — | — |\n| 免税店 | +0.95% | — | — | — |\n| 金属锌 | +0.85% | — | — | — |\n| 金属镍 | +0.78% | — | — | — |\n| 减速器 | +0.76% | — | — | — |\n| 航运概念 | +0.76% | — | — | — |\n| 空气能热泵 | — | — | +8.46% | — |\n| 成飞概念 | — | — | +7.67% | — |\n| AI视频 | — | +7.18% | +7.66% | — |\n| 粮食概念 | — | — | +6.76% | — |\n| 数字货币 | — | — | +6.73% | — |\n| 玉米 | — | — | +6.55% | — |\n| 移动支付 | — | — | +6.41% | — |\n| 短剧游戏 | — | +5.38% | — | — |\n| 兵装重组概念 | — | +4.54% | +7.33% | — |\n| 手机游戏 | — | +4.07% | — | — |\n| 文化传媒概念 | — | +3.78% | — | — |\n| AIGC概念 | — | +3.74% | — | — |\n| 网络游戏 | — | +3.53% | — | — |\n| 托育服务 | — | +3.45% | — | — |\n| IP经济(谷子经济) | — | +3.44% | — | — |\n| 快手概念 | — | +3.40% | — | — |\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## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 44 只）\n\n### 5连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 国芳集团 | 601086 | 12.21 | 10.00% | 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### 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| 龙版传媒 | 605577 | 14.14 | 10.04% | 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 | 8.01 | 10.03% | 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+PCB三防漆 |\n\n### 二连板（6 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| 金帝股份 | 603270 | 34.95 | 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| 博云新材 | 002297 | 22.00 | 10.00% | 机械设备 | 商业航天、航空发动机、2026一季报预增 | 军工材料+航天材料+硬质合金+业绩增长 |\n| 光洋股份 | 002708 | 15.58 | 10.03% | 汽车 | 减速器、人形机器人、比亚迪概念 | 人形机器人+PCB收购+半年报增长 |\n| 太阳电缆 | 002300 | 8.39 | 9.96% | 电力设备 | 海工装备、特高压、风电 | 电网设备+海底电缆+电线电缆 |\n| ⚡云南旅游 | 002059 | 5.78 | 10.10% | 休闲服务 | 旅游概念、参股银行、网约车 | 景区运营+文旅科技+人形机器人 |\n| 信达地产 | 600657 | 3.36 | 10.16% | 房地产 | 物业管理、化债概念(AMC概念)、参股保险 | 房地产+轻资产代建+央企背景 |\n\n### 首板（35 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| 思泉新材 | 301489 | 140.40 | 20.00% | 电子 | 富士康概念、AI手机、AI PC | 液冷散热+算力散热+消费电子 |\n| 华盛昌 | 002980 | 106.66 | 10.00% | 电力设备 | 共封装光学(CPO)、AI眼镜、智能穿戴 | 光通信测试+CPO+中报增长 |\n| 大元泵业 | 603757 | 79.44 | 10.00% | 机械设备 | 液冷服务器、专精特新、数据中心(AIDC) | 液冷泵+算力服务+实控人变更 |\n| 凯迪股份 | 605288 | 72.34 | 10.01% | 机械设备 | 新能源汽车、光伏概念、智能家居 | 机器人+线性驱动+汽车零部件 |\n| 万朗磁塑 | 603150 | 62.15 | 10.00% | 塑料 | 毫米波雷达、PCB概念、传感器 | 智能转向+钐铁氮+小家电 |\n| 金富科技 | 003018 | 56.43 | 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| 鸣志电器 | 603728 | 53.35 | 10.00% | 电力设备 | 减速器、人形机器人、同花顺新质50 | 人形机器人+液冷服务器+运动控制 |\n| 宏盛股份 | 603090 | 44.35 | 10.00% | 机械设备 | 液冷服务器、数据中心(AIDC)、新能源汽车 | 液冷服务器+氢能源+铝制板翅式换热器+海外扩张 |\n| 艾华集团 | 603989 | 32.03 | 9.99% | 电子 | 5G、液冷服务器、固态电池 | MLPC+薄膜电容器+AI服务器+半年报增长 |\n| 美诺华 | 603538 | 28.49 | 10.00% | 医药生物 | 减肥药、CRO概念、肝炎概念 | JH389+CDMO+医药制造 |\n| 华源控股 | 002787 | 24.40 | 10.01% | 轻工制造 | 共封装光学(CPO)、芯片概念、液冷服务器 | 股份回购+半导体设备+光模块+金属包装 |\n| 新炬网络 | 605398 | 24.24 | 9.98% | 计算机 | MLOps概念、华为鲲鹏、数据要素 | AI智能运维+国产数据库+员工持股 |\n| 明新旭腾 | 605068 | 23.50 | 10.02% | 汽车 | 长安汽车概念、华为汽车、机器人概念 | 人形机器人+电子皮肤+汽车内饰 |\n| 科新发展 | 600234 | 22.86 | 10.01% | 建筑装饰 | 算力租赁、抖音概念(字节概念)、文化传媒概念 | 算力租赁+定增募资+建筑工程 |\n| 冠盛股份 | 605088 | 21.84 | 10.03% | 汽车 | 新能源汽车、锂电池概念、机器人概念 | 汽配出口+机器人研发+电池项目 |\n| 恒盛能源 | 605580 | 20.43 | 10.02% | 公用事业 | 培育钻石、第三代半导体、芯片概念 | 培育钻石+芯片散热+热电联产 |\n| 海量数据 | 603138 | 14.50 | 10.02% | 计算机 | 华为鲲鹏、数据安全、信创 | 多模态数据库+国产数据库+AI融合 |\n| 千金药业 | 600479 | 14.26 | 10.03% | 医药生物 | 农业种植、医药电商、流感 | 女性健康+创新药+药材种植+中报增长 |\n| 三安光电 | 600703 | 13.89 | 9.98% | 电子 | 第三代半导体、先进封装、MicroLED概念 | 重整撤回+光芯片+航天电池 |\n| 嘉美包装 | 002969 | 13.41 | 10.01% | 轻工制造 | 海峡两岸、2026中报预增、啤酒概念 | 实控人变更（追觅）+金属包装+饮料灌装+中报增长 |\n| 海通发展 | 603162 | 13.31 | 10.00% | 交通运输 | 航运概念、统一大市场、福建自贸区 | 干散货航运+运力扩张+中报高增 |\n| 美能能源 | 001299 | 11.36 | 9.97% | 公用事业 | 天然气、西部大开发、物联网 | 城镇燃气运营+储能布局 |\n| 德尔未来 | 002631 | 11.14 | 9.97% | 轻工制造 | 柔性屏(折叠屏)、石墨烯、核污染防治 | 半导体+石墨烯+大家居 |\n| 东百集团 | 600693 | 11.04 | 9.96% | 商业贸易 | 免税店、IP经济(谷子经济)、旅游概念 | 零售+首店经济+仓储物流+资产盘活 |\n| 郴电国际 | 600969 | 10.70 | 9.97% | 公用事业 | 绿色电力、国企改革、PPP概念 | 氩气+电力+业绩增长 |\n| 百大集团 | 600865 | 10.32 | 10.02% | 商业贸易 | 物业管理、信托概念、创投 | 商业零售+物业租赁+恒隆租约 |\n| 爱仕达 | 002403 | 10.25 | 9.98% | 家用电器 | 减速器、C2M概念、共同富裕示范区 | 人形机器人+工业机器人+炊具小家电 |\n| 新朋股份 | 002328 | 10.10 | 10.02% | 汽车 | 创投、储能、长三角一体化 | 液冷机柜+海外交付+储能配套 |\n| 金现代 | 300830 | 10.09 | 19.98% | 计算机 | 智慧政务、数据要素、ChatGPT概念 | AI低代码+军工数字化+电力信息化 |\n| 中毅达 | 600610 | 9.49 | 9.97% | 基础化工 | 国企改革、西部大开发、中字头股票 | 季戊四醇+产品涨价+营收增长+中字头 |\n| 白银有色 | 601212 | 7.33 | 10.06% | 有色金属 | 金属铅、金属锌、黄金概念 | 白银+黄金+多金属综合+锂电材料 |\n| 珠免集团 | 600185 | 5.28 | 10.00% | 商业贸易 | 免税店、自由贸易港、物业管理 | 免税零售+海南免税+业绩扭亏 |\n| 大众交通 | 600611 | 5.15 | 10.04% | 交通运输 | 网约车、云计算、互联网金融 | 无人驾驶+上海出租车+间接投资长江存储+算力 |\n| 亚盛集团 | 600108 | 3.96 | 10.00% | 农林牧渔 | 玉米、粮食概念、土地流转 | 玉米制种+现代农业+甘肃国资 |\n| 德展健康 | 000813 | 3.61 | 10.06% | 医药生物 | 仿制药一致性评价、创新药、生物疫苗 | 创新药+HPV疫苗+降血脂药 |\n\n## 板块归属（当日）同花顺概念涨停≥3家\n\n| 同花顺概念 | 涨停家数 | 代表个股 |\n| --- | --- | --- |\n| 新能源汽车 | 15 | 集泰股份、鸣志电器、金帝股份、华盛昌、三安光电、冠盛股份、明新旭腾、光洋股份 |\n| 国企改革 | 11 | 云南旅游、龙版传媒、亚盛集团、珠免集团、郴电国际、光洋股份、中毅达、博云新材 |\n| 机器人概念 | 11 | 云南旅游、新炬网络、鸣志电器、金帝股份、冠盛股份、明新旭腾、光洋股份、爱仕达 |\n| 液冷服务器 | 10 | 集泰股份、鸣志电器、金帝股份、金富科技、华源控股、思泉新材、新朋股份、宏盛股份 |\n| 一带一路 | 8 | 集泰股份、龙版传媒、金帝股份、郴电国际、思泉新材、新朋股份、凯迪股份、万朗磁塑 |\n| 储能 | 8 | 集泰股份、华盛昌、冠盛股份、思泉新材、新朋股份、宏盛股份、大元泵业、艾华集团 |\n| 比亚迪概念 | 8 | 集泰股份、金帝股份、三安光电、明新旭腾、光洋股份、思泉新材、万朗磁塑、艾华集团 |\n| 数据中心(AIDC) | 8 | 新炬网络、海量数据、三安光电、大众交通、新朋股份、宏盛股份、大元泵业、艾华集团 |\n| 2026中报预增 | 8 | 国芳集团、华盛昌、海通发展、郴电国际、金富科技、嘉美包装、华源控股、新朋股份 |\n| 西部大开发 | 7 | 云南旅游、国芳集团、亚盛集团、中毅达、美能能源、白银有色、德展健康 |\n\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 国企改革 | 18 |\n| 新能源汽车 | 15 |\n| 储能 | 14 |\n| 芯片概念 | 11 |\n| 机器人概念 | 11 |\n| 西部大开发 | 10 |\n| 一带一路 | 10 |\n| 无人机 | 10 |\n| 军工 | 10 |\n| 专精特新 | 9 |\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**：+18.46亿（上证指数，当日涨幅 +1.54%）；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| 深圳特区 | +22.15亿 | +1.46% | -0.07% |\n| 券商概念 | +18.75亿 | +5.17% | +0.49% |\n| 小盘股 | +18.37亿 | +0.48% | +0.19% |\n| 培育钻石 | +18.25亿 | +9.44% | +4.51% |\n| 储能概念 | +16.60亿 | +0.93% | +0.14% |\n| 小盘成长 | +15.22亿 | +0.87% | +0.30% |\n| 黄金概念 | +15.20亿 | +2.47% | +0.57% |\n| 宁组合 | +14.83亿 | +3.61% | +0.69% |\n| 金融地产风格 | +12.03亿 | +1.45% | +0.49% |\n| 小金属概念 | +11.76亿 | +1.34% | +0.58% |\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 | -121.77亿 | -0.79% | -0.29% |\n| 科技风格 | -116.86亿 | -4.11% | -0.30% |\n| 富时罗素 | -116.71亿 | -1.54% | -0.07% |\n| MSCI中国 | -112.14亿 | -1.52% | +0.34% |\n| 大盘股 | -105.66亿 | -2.08% | +0.24% |\n| HS300_ | -93.62亿 | -2.13% | +0.27% |\n| 华为概念 | -86.83亿 | -2.14% | -0.31% |\n| 深成500 | -79.81亿 | -1.75% | +0.16% |\n| 深股通 | -74.21亿 | -0.89% | -0.09% |\n| 5G概念 | -71.25亿 | -2.40% | -0.08% |\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## 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 | 黄河旋风 | +7.93% | — |\n| 2 | 远东股份 | +7.95% | — |\n| 3 | 杭电股份 | +5.45% | — |\n| 4 | 三安光电 | +9.98% | — |\n| 5 | 白银有色 | +10.06% | — |\n| 6 | 雪人集团 | +6.03% | — |\n| 7 | 博云新材 | +10.00% | — |\n| 8 | 内蒙一机 | +1.12% | — |\n| 9 | 国芳集团 | +10.00% | — |\n| 10 | 飞龙股份 | +8.54% | — |\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 | 远东股份 | +7.95% | — |\n| 2 | 宇树科技 | +0.81% | — |\n| 3 | 金牛化工 | -10.02% | — |\n| 4 | 金健米业 | +2.18% | — |\n| 5 | 楚天龙 | -9.09% | — |\n| 6 | 杭电股份 | +5.45% | — |\n| 7 | 黄河旋风 | +7.93% | — |\n| 8 | 中际旭创 | -1.14% | — |\n| 9 | 哈药股份 | -7.47% | — |\n| 10 | 国芳集团 | +10.00% | — |\n\n",
"meta_by_name": {
"市场广度": {
"date": "2026-09-03",
"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": [
"2026-08-28",
"2026-08-31",
"2026-09-01",
"2026-09-02",
"2026-09-03"
],
"up_count": [
3013.0,
3182.0,
3385.0,
1541.0,
1846.0
],
"down_count": [
2390.0,
2218.0,
2042.0,
3900.0,
3570.0
],
"ratio": [
1.26,
1.43,
1.66,
0.4,
0.52
]
}
},
"成交额前10个股": {
"date": "2026-09-03",
"top_turnover": [
{
"rank": 1,
"code": "300308",
"name": "中际旭创",
"amount": 17690932641.85,
"pct": -1.142996,
"turnover_rate": 1.95,
"price": 813.0
},
{
"rank": 2,
"code": "688825",
"name": "长鑫科技",
"amount": 11162534382.67,
"pct": 2.2643590000000002,
"turnover_rate": 4.495,
"price": 55.55
},
{
"rank": 3,
"code": "300502",
"name": "新易盛",
"amount": 10115420961.7,
"pct": -0.501681,
"turnover_rate": 2.077,
"price": 384.76
},
{
"rank": 4,
"code": "000977",
"name": "浪潮信息",
"amount": 9687730139.82,
"pct": 0.7702180000000001,
"turnover_rate": 7.5920000000000005,
"price": 86.35
},
{
"rank": 5,
"code": "300750",
"name": "宁德时代",
"amount": 9235577474.46,
"pct": 0.347412,
"turnover_rate": 0.617,
"price": 349.5
},
{
"rank": 6,
"code": "603986",
"name": "兆易创新",
"amount": 9199220237.55,
"pct": -1.455537,
"turnover_rate": 3.557,
"price": 383.2
},
{
"rank": 7,
"code": "600183",
"name": "生益科技",
"amount": 9063186686.01,
"pct": -1.234653,
"turnover_rate": 2.637,
"price": 143.19
},
{
"rank": 8,
"code": "600176",
"name": "中国巨石",
"amount": 8844628162.05,
"pct": -3.3990480000000005,
"turnover_rate": 5.202,
"price": 42.63
},
{
"rank": 9,
"code": "600487",
"name": "亨通光电",
"amount": 8617932992.21,
"pct": -2.406577,
"turnover_rate": 5.3260000000000005,
"price": 65.29
},
{
"rank": 10,
"code": "002384",
"name": "东山精密",
"amount": 7943744689.86,
"pct": -2.3278630000000002,
"turnover_rate": 3.1710000000000003,
"price": 179.16
}
],
"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。"
},
"涨跌停情绪": {
"date": "2026-09-03",
"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": [
"2026-08-28",
"2026-08-31",
"2026-09-01",
"2026-09-02",
"2026-09-03"
],
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82.0,
89.0,
86.0,
54.0,
46.0
],
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13.0,
0.0,
8.0,
16.0
],
"ratio": [
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6.85,
Infinity,
6.75,
2.88
],
"lianban_count": [
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18.0,
18.0,
14.0,
0.0
],
"market_height": [
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5.0,
0.0
],
"bomb_count": 33,
"bomb_rate": 41.8
}
},
"指数行情与量能": {
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},
"000852": {
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},
"charts": {
"index_change": {
"names": [
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"创业板指",
"科创50",
"中证2000（小微盘）"
],
"vals": [
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]
},
"index_amount": {
"labels": [
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"08-31",
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"09-02",
"09-03"
],
"series": {
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],
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],
"科创50": [
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711.0,
643.0,
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],
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},
"colors": {
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"科创50": "#ff7f0e",
"创业板指": "#ffd700",
"中证2000（小微盘）": "#2ca02c"
}
},
"auction": {
"labels": [
"08-28",
"08-31",
"09-01",
"09-02",
"09-03"
],
"series": {
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],
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]
},
"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": "2026-09-03",
"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": "兵装重组概念",
"pct": -2.85
},
{
"rank": 2,
"name": "供销社",
"pct": -2.19
},
{
"rank": 3,
"name": "乳业",
"pct": -1.75
},
{
"rank": 4,
"name": "电子身份证",
"pct": -1.47
},
{
"rank": 5,
"name": "Web3.0",
"pct": -1.46
}
],
"five_day": [
{
"rank": 1,
"name": "国家大基金持股",
"pct": -5.89
},
{
"rank": 2,
"name": "科创次新股",
"pct": -5.6
},
{
"rank": 3,
"name": "青蒿素",
"pct": -5.04
},
{
"rank": 4,
"name": "细胞免疫治疗",
"pct": -4.68
},
{
"rank": 5,
"name": "中芯国际概念",
"pct": -4.59
}
],
"ten_day": [
{
"rank": 1,
"name": "细胞免疫治疗",
"pct": -8.79
},
{
"rank": 2,
"name": "CRO概念",
"pct": -8.58
},
{
"rank": 3,
"name": "青蒿素",
"pct": -8.32
},
{
"rank": 4,
"name": "减肥药",
"pct": -8.2
},
{
"rank": 5,
"name": "重组蛋白",
"pct": -8.18
}
]
},
"强势股复盘": {
"date": "2026-09-03",
"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": "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": 46.53,
"latest_pct": 10.04,
"reason_tags": "AI漫剧+出版发行+黑龙江国资",
"reason": "AI漫剧/视频概念炒作，公司提示尚未产生营收",
"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%",
"3连板龙版传媒：AI视频业务未产生营业收入",
"三连板龙版传媒发布风险提示 旗下AI视频业务暂未产生营收"
]
},
{
"rank": 2,
"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",
"PCB概念",
"基础化工",
"化学制品",
"有机硅"
],
"gain_pct": 46.44,
"latest_pct": 10.03,
"reason_tags": "液冷硅油+新能源胶+PCB三防漆",
"reason": "液冷硅油概念受关注，股价连续涨停",
"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",
"A股主要指数高开！集泰股份、欢瑞世纪，4连板！"
]
},
{
"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": 46.4,
"latest_pct": 10.0,
"reason_tags": "连锁零售+新零售+半年报增长",
"reason": "连锁零售与新零售概念热炒，股价连续涨停",
"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”",
"国芳集团(601086)龙虎榜数据(09-02)",
"七部门发声！601086，1分钟涨停"
]
},
{
"rank": 4,
"code": "605068",
"name": "明新旭腾",
"sector": "沪主板",
"industry": "汽车",
"concepts": [
"长安汽车概念",
"华为汽车",
"机器人概念",
"人形机器人",
"新能源汽车",
"比亚迪概念",
"汽车",
"汽车零部件",
"车身附件及饰件"
],
"gain_pct": 32.69,
"latest_pct": 10.02,
"reason_tags": "人形机器人+电子皮肤+汽车内饰",
"reason": "人形机器人、电子皮肤概念热炒，连续涨停后公司提示风险",
"news_titles": [
"明新旭腾(605068)龙虎榜数据(09-02)",
"机构风向标 | 明新旭腾(605068)2026年二季度已披露持仓机构仅5家",
"明新旭腾(605068.SH)2026年中报净利润为-4780.30万元，同比亏损放大",
"605068，连续4天涨停，公司紧急提示",
"明新旭腾：公司主营业务不涉及人形机器人制造"
]
},
{
"rank": 5,
"code": "002328",
"name": "新朋股份",
"sector": "深主板",
"industry": "汽车",
"concepts": [
"创投",
"储能",
"长三角一体化",
"一带一路",
"数据中心(AIDC)",
"新能源汽车",
"特斯拉概念",
"液冷服务器",
"2026中报预增",
"汽车",
"汽车零部件",
"其他汽车零部件"
],
"gain_pct": 30.66,
"latest_pct": 10.02,
"reason_tags": "液冷机柜+海外交付+储能配套",
"reason": "液冷机柜及储能配套概念活跃，盘中快速涨停",
"news_titles": [
"新朋股份(002328)龙虎榜数据(09-02)",
"机构风向标 | 新朋股份(002328)2026年二季度已披露持仓机构仅8家",
"新朋股份(002328.SZ)：2026年中报净利润为3.45亿元",
"个股异动 | 新朋股份临近午盘1分钟拉涨停",
"新朋股份：公司液冷新兴产品仍处于市场开拓阶段"
]
},
{
"rank": 6,
"code": "603270",
"name": "金帝股份",
"sector": "沪主板",
"industry": "机械设备",
"concepts": [
"减速器",
"人形机器人",
"商业航天",
"专精特新",
"机器人概念",
"新能源汽车",
"比亚迪概念",
"飞行汽车(eVTOL)",
"碳纤维",
"低空经济",
"燃料电池",
"液冷服务器",
"芯片概念",
"氢能源",
"一带一路",
"风电",
"机械设备",
"通用设备",
"金属制品",
"齿轮箱"
],
"gain_pct": 27.09,
"latest_pct": 10.01,
"reason_tags": "液冷散热+人形机器人+电驱动定转子",
"reason": "",
"news_titles": [
"液冷火热！603270“四天三板”",
"金帝股份(603270.SH)2026年中报净利润为6769.20万元、较去年同期下降10.85%",
"中证转债指数收跌0.62%，65只可转债收涨",
"9月3日A股收评：科创50高开低走跌0.4% 高位人气股集体下挫",
"9月3日A股早盘：创业板指收涨0.43% 机器人、液冷服务器概念走势强劲"
]
},
{
"rank": 7,
"code": "002708",
"name": "光洋股份",
"sector": "深主板",
"industry": "汽车",
"concepts": [
"减速器",
"人形机器人",
"比亚迪概念",
"新能源汽车",
"军工",
"机器人概念",
"长安汽车概念",
"消费电子概念",
"汽车电子",
"智能座舱",
"无人驾驶",
"飞行汽车(eVTOL)",
"智能穿戴",
"低空经济",
"AI眼镜",
"股权转让(并购重组)",
"PCB概念",
"风电",
"国企改革",
"汽车",
"汽车零部件",
"底盘与发动机系统",
"小鹏汇天",
"线控系统"
],
"gain_pct": 26.98,
"latest_pct": 10.03,
"reason_tags": "人形机器人+PCB收购+半年报增长",
"reason": "人形机器人及PCB收购概念催化，中报净利同比增长",
"news_titles": [
"光洋股份(002708.SZ)：2026年中报净利润为5720.19万元、同比较去年同期上涨8.04%",
"今日53只个股突破年线",
"今日45只个股突破年线",
"【盘中播报】36只个股突破年线",
"43只股上午收盘涨停(附股)"
]
},
{
"rank": 8,
"code": "003018",
"name": "金富科技",
"sector": "深主板",
"industry": "轻工制造",
"concepts": [
"富士康概念",
"液冷服务器",
"东数西算(算力)",
"2026中报预增",
"轻工制造",
"包装印刷",
"包装"
],
"gain_pct": 25.71,
"latest_pct": 10.0,
"reason_tags": "液冷散热+业绩增长+定增扩产",
"reason": "跨界液冷散热领域受市场关注，股价涨停",
"news_titles": [
"跨界液冷，003018涨停",
"金富科技(003018.SZ)：2026年中报净利润为9618.10万元",
"机构风向标 | 金富科技(003018)2026年二季度已披露前十大机构累计持仓占比7.68%",
"9月3日A股收评：科创50高开低走跌0.4% 高位人气股集体下挫",
"9月3日A股早盘：创业板指收涨0.43% 机器人、液冷服务器概念走势强劲"
]
},
{
"rank": 9,
"code": "300830",
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},
{
"theme": "参股券商",
"count": 1,
"reps": [
"国芳集团"
]
},
{
"theme": "西部大开发",
"count": 1,
"reps": [
"国芳集团"
]
},
{
"theme": "消费",
"count": 1,
"reps": [
"国芳集团"
]
},
{
"theme": "谷子店",
"count": 1,
"reps": [
"国芳集团"
]
},
{
"theme": "车身附件及饰件",
"count": 1,
"reps": [
"明新旭腾"
]
},
{
"theme": "创投",
"count": 1,
"reps": [
"新朋股份"
]
},
{
"theme": "长三角一体化",
"count": 1,
"reps": [
"新朋股份"
]
},
{
"theme": "专精特新",
"count": 1,
"reps": [
"金帝股份"
]
},
{
"theme": "碳纤维",
"count": 1,
"reps": [
"金帝股份"
]
},
{
"theme": "机械设备",
"count": 1,
"reps": [
"金帝股份"
]
},
{
"theme": "通用设备",
"count": 1,
"reps": [
"金帝股份"
]
},
{
"theme": "金属制品",
"count": 1,
"reps": [
"金帝股份"
]
},
{
"theme": "齿轮箱",
"count": 1,
"reps": [
"金帝股份"
]
},
{
"theme": "智能座舱",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "智能穿戴",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "底盘与发动机系统",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "小鹏汇天",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "线控系统",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "富士康概念",
"count": 1,
"reps": [
"金富科技"
]
},
{
"theme": "轻工制造",
"count": 1,
"reps": [
"金富科技"
]
},
{
"theme": "包装印刷",
"count": 1,
"reps": [
"金富科技"
]
},
{
"theme": "包装",
"count": 1,
"reps": [
"金富科技"
]
},
{
"theme": "智慧政务",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "数据要素",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "华为鲲鹏",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "鸿蒙概念",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "区块链",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "职业教育",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "数字经济",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "百度概念",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "DeepSeek概念",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "人脸识别",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "工业互联网",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "换电概念",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "碳交易",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "华为概念",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "新型工业化",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "计算机",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "软件开发",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "垂直应用软件",
"count": 1,
"reps": [
"金现代"
]
},
{
"theme": "物业管理",
"count": 1,
"reps": [
"信达地产"
]
},
{
"theme": "化债概念(AMC概念)",
"count": 1,
"reps": [
"信达地产"
]
},
{
"theme": "住宅开发",
"count": 1,
"reps": [
"信达地产"
]
}
],
"ten_day_theme": [
{
"theme": "国企改",
"count": 7,
"reps": [
"集泰股份",
"千金药业",
"龙版传媒",
"新朋股份",
"光洋股份",
"思泉新材",
"信达地产"
]
},
{
"theme": "AI算力",
"count": 7,
"reps": [
"集泰股份",
"千金药业",
"龙版传媒",
"新朋股份",
"光洋股份",
"思泉新材",
"金富科技"
]
},
{
"theme": "汽车",
"count": 5,
"reps": [
"集泰股份",
"新朋股份",
"光洋股份",
"明新旭腾",
"思泉新材"
]
},
{
"theme": "2026中报预增",
"count": 3,
"reps": [
"国芳集团",
"新朋股份",
"金富科技"
]
},
{
"theme": "地产链",
"count": 3,
"reps": [
"集泰股份",
"思泉新材",
"信达地产"
]
},
{
"theme": "储能锂电",
"count": 3,
"reps": [
"集泰股份",
"新朋股份",
"思泉新材"
]
},
{
"theme": "半导体",
"count": 3,
"reps": [
"集泰股份",
"光洋股份",
"思泉新材"
]
},
{
"theme": "机器人",
"count": 3,
"reps": [
"光洋股份",
"明新旭腾",
"思泉新材"
]
},
{
"theme": "IP经济(谷子经济)",
"count": 2,
"reps": [
"国芳集团",
"龙版传媒"
]
},
{
"theme": "低空经济",
"count": 2,
"reps": [
"集泰股份",
"光洋股份"
]
},
{
"theme": "飞行汽车(eVTOL)",
"count": 2,
"reps": [
"集泰股份",
"光洋股份"
]
},
{
"theme": "股权转让(并购重组)",
"count": 2,
"reps": [
"光洋股份",
"信达地产"
]
},
{
"theme": "富士康概念",
"count": 2,
"reps": [
"思泉新材",
"金富科技"
]
},
{
"theme": "参股券商",
"count": 1,
"reps": [
"国芳集团"
]
},
{
"theme": "西部大开发",
"count": 1,
"reps": [
"国芳集团"
]
},
{
"theme": "消费",
"count": 1,
"reps": [
"国芳集团"
]
},
{
"theme": "谷子店",
"count": 1,
"reps": [
"国芳集团"
]
},
{
"theme": "雄安新区",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "跨境电商",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "碳中和",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "高铁",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "两轮车",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "粤港澳大湾区",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "有机硅概念",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "通信",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "化工",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "有机硅",
"count": 1,
"reps": [
"集泰股份"
]
},
{
"theme": "农业种植",
"count": 1,
"reps": [
"千金药业"
]
},
{
"theme": "医药",
"count": 1,
"reps": [
"千金药业"
]
},
{
"theme": "高股息精选",
"count": 1,
"reps": [
"千金药业"
]
},
{
"theme": "三胎概念",
"count": 1,
"reps": [
"千金药业"
]
},
{
"theme": "辅助生殖",
"count": 1,
"reps": [
"千金药业"
]
},
{
"theme": "数字经济",
"count": 1,
"reps": [
"千金药业"
]
},
{
"theme": "DeepSeek概念",
"count": 1,
"reps": [
"千金药业"
]
},
{
"theme": "工业互联网",
"count": 1,
"reps": [
"千金药业"
]
},
{
"theme": "婴童用品",
"count": 1,
"reps": [
"千金药业"
]
},
{
"theme": "黑龙江自贸区",
"count": 1,
"reps": [
"龙版传媒"
]
},
{
"theme": "传媒",
"count": 1,
"reps": [
"龙版传媒"
]
},
{
"theme": "在线教育",
"count": 1,
"reps": [
"龙版传媒"
]
},
{
"theme": "创投",
"count": 1,
"reps": [
"新朋股份"
]
},
{
"theme": "长三角一体化",
"count": 1,
"reps": [
"新朋股份"
]
},
{
"theme": "军工",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "智能座舱",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "智能穿戴",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "电力",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "底盘与发动机系统",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "小鹏汇天",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "线控系统",
"count": 1,
"reps": [
"光洋股份"
]
},
{
"theme": "车身附件及饰件",
"count": 1,
"reps": [
"明新旭腾"
]
},
{
"theme": "无线充电",
"count": 1,
"reps": [
"思泉新材"
]
},
{
"theme": "小米概念",
"count": 1,
"reps": [
"思泉新材"
]
},
{
"theme": "专精特新",
"count": 1,
"reps": [
"思泉新材"
]
},
{
"theme": "小米汽车",
"count": 1,
"reps": [
"思泉新材"
]
},
{
"theme": "华为概念",
"count": 1,
"reps": [
"思泉新材"
]
},
{
"theme": "石墨烯",
"count": 1,
"reps": [
"思泉新材"
]
},
{
"theme": "电子",
"count": 1,
"reps": [
"思泉新材"
]
},
{
"theme": "电子化学品",
"count": 1,
"reps": [
"思泉新材"
]
},
{
"theme": "电子化学品Ⅲ",
"count": 1,
"reps": [
"思泉新材"
]
},
{
"theme": "轻工制造",
"count": 1,
"reps": [
"金富科技"
]
},
{
"theme": "包装印刷",
"count": 1,
"reps": [
"金富科技"
]
},
{
"theme": "包装",
"count": 1,
"reps": [
"金富科技"
]
},
{
"theme": "物业管理",
"count": 1,
"reps": [
"信达地产"
]
},
{
"theme": "化债概念(AMC概念)",
"count": 1,
"reps": [
"信达地产"
]
},
{
"theme": "金融",
"count": 1,
"reps": [
"信达地产"
]
},
{
"theme": "住宅开发",
"count": 1,
"reps": [
"信达地产"
]
}
]
},
"板块涨幅排行": {
"date": "2026-09-03",
"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": "培育钻石",
"pct": 3.8
},
{
"rank": 2,
"name": "液冷服务器",
"pct": 1.84
},
{
"rank": 3,
"name": "富士康概念",
"pct": 1.26
},
{
"rank": 4,
"name": "金属钴",
"pct": 1.02
},
{
"rank": 5,
"name": "金属铅",
"pct": 0.99
},
{
"rank": 6,
"name": "免税店",
"pct": 0.95
},
{
"rank": 7,
"name": "金属锌",
"pct": 0.85
},
{
"rank": 8,
"name": "金属镍",
"pct": 0.78
},
{
"rank": 9,
"name": "减速器",
"pct": 0.76
},
{
"rank": 10,
"name": "航运概念",
"pct": 0.76
}
],
"five_day": [
{
"rank": 1,
"name": "AI视频",
"pct": 7.18
},
{
"rank": 2,
"name": "短剧游戏",
"pct": 5.38
},
{
"rank": 3,
"name": "兵装重组概念",
"pct": 4.54
},
{
"rank": 4,
"name": "手机游戏",
"pct": 4.07
},
{
"rank": 5,
"name": "文化传媒概念",
"pct": 3.78
},
{
"rank": 6,
"name": "AIGC概念",
"pct": 3.74
},
{
"rank": 7,
"name": "网络游戏",
"pct": 3.53
},
{
"rank": 8,
"name": "托育服务",
"pct": 3.45
},
{
"rank": 9,
"name": "IP经济(谷子经济)",
"pct": 3.44
},
{
"rank": 10,
"name": "快手概念",
"pct": 3.4
}
],
"ten_day": [
{
"rank": 1,
"name": "空气能热泵",
"pct": 8.46
},
{
"rank": 2,
"name": "成飞概念",
"pct": 7.67
},
{
"rank": 3,
"name": "AI视频",
"pct": 7.66
},
{
"rank": 4,
"name": "液冷服务器",
"pct": 7.61
},
{
"rank": 5,
"name": "兵装重组概念",
"pct": 7.33
},
{
"rank": 6,
"name": "粮食概念",
"pct": 6.76
},
{
"rank": 7,
"name": "数字货币",
"pct": 6.73
},
{
"rank": 8,
"name": "玉米",
"pct": 6.55
},
{
"rank": 9,
"name": "移动支付",
"pct": 6.41
},
{
"rank": 10,
"name": "培育钻石",
"pct": 6.18
}
]
},
"涨停板复盘": {
"date": "2026-09-03",
"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": "002059",
"name": "云南旅游",
"price": 5.78,
"pct": 10.1,
"amount": 144705028,
"float_cap": 5724472961.88,
"turnover": 2.53,
"limit_days": 2,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 185568217,
"break_times": 0,
"industry": "休闲服务",
"zt_stat": "2天2板",
"reason": "景区运营+文旅科技+人形机器人",
"high_days": "2天2板",
"board_type": "一字板",
"seal_rate": 1.0
},
{
"code": "002909",
"name": "集泰股份",
"price": 8.01,
"pct": 10.03,
"amount": 368352048,
"float_cap": 3047223337.83,
"turnover": 12.09,
"limit_days": 4,
"first_seal": "09:25:00",
"last_seal": "10:01:54",
"seal_fund": 85855265,
"break_times": 1,
"industry": "基础化工",
"zt_stat": "4天4板",
"reason": "液冷硅油+新能源胶+PCB三防漆",
"high_days": "4天4板",
"board_type": "T字板",
"seal_rate": 0.6
},
{
"code": "605398",
"name": "新炬网络",
"price": 24.24,
"pct": 9.98,
"amount": 44250629,
"float_cap": 3944245026.9599996,
"turnover": 1.12,
"limit_days": 1,
"first_seal": "09:25:02",
"last_seal": "09:25:02",
"seal_fund": 85283107,
"break_times": 0,
"industry": "计算机",
"zt_stat": "1天1板",
"reason": "AI智能运维+国产数据库+员工持股",
"high_days": "首板",
"board_type": "一字板",
"seal_rate": 0.75
},
{
"code": "601086",
"name": "国芳集团",
"price": 12.21,
"pct": 10.0,
"amount": 712550784,
"float_cap": 8131860000.000001,
"turnover": 8.77,
"limit_days": 5,
"first_seal": "09:30:37",
"last_seal": "09:42:10",
"seal_fund": 106777707,
"break_times": 2,
"industry": "商业贸易",
"zt_stat": "5天5板",
"reason": "连锁零售+新零售+半年报增长",
"high_days": "5天5板",
"board_type": "T字板",
"seal_rate": 1.0
},
{
"code": "002300",
"name": "太阳电缆",
"price": 8.39,
"pct": 9.96,
"amount": 486964768,
"float_cap": 6060028285.900001,
"turnover": 8.29,
"limit_days": 2,
"first_seal": "09:32:03",
"last_seal": "09:32:03",
"seal_fund": 120358929,
"break_times": 0,
"industry": "电力设备",
"zt_stat": "2天2板",
"reason": "电网设备+海底电缆+电线电缆",
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"IP经济(谷子经济)",
"参股券商"
],
"tag": "5天5板",
"sector": ""
}
],
"source": "东财人气榜 `emappdata.eastmoney.com/stockrank/getAllCurrentList`（名称/价格经 `push2delay.eastmoney.com` 补全）；同花顺热榜 `dq.10jqka.com.cn/fuyao/hot_list_data`（零鉴权）。两榜口径不同：东财按「人气活跃度」综合排名，同花顺按「热度值」排序，交叉出现的个股代表跨平台共识热点。",
"resolved_source": "em:a_stock_data, ths:a_stock_data_mcp"
}
},
"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。"
},
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"dashboard": [
"mood",
"volume",
"mainline",
"limit_up",
"limit_down",
"bomb_rate",
"up_ratio",
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],
"opening": [
"summary"
],
"mainline": [
"items"
]
},
"data_health": {
"skipped_modules": [],
"failed_modules": [],
"degraded_modules": [],
"quota_exhausted": false,
"notice": ""
}
}