{
"date": "2026-09-04",
"schema_version": 2,
"data_markdown": "## 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** | **41** | 占比 82.0% |\n| **跌停家数** | **9** | 占比 18.0% |\n| 涨跌比 | **4.56** | 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** | **54.4%** | 炸板 49 家 /（涨停 41 + 炸板 49），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| 2026-08-31 | 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| 2026-09-04 | 41 | 9 | 4.56 | 0 | 0 |\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| 猪肉 | +5.89% | +4.75% | +9.05% | — |\n| 养鸡 | +4.57% | — | +8.03% | — |\n| 玉米 | +2.56% | — | +14.05% | — |\n| 预制菜 | +2.49% | — | — | — |\n| 乳业 | +2.47% | — | — | — |\n| 中船系 | +2.42% | — | — | — |\n| 跨境支付(CIPS) | +2.29% | — | — | — |\n| 兵装重组概念 | +2.22% | +6.76% | +11.05% | — |\n| NFT概念 | +2.20% | +4.74% | — | — |\n| 白酒概念 | +2.19% | — | — | — |\n| 转基因 | — | — | +13.90% | — |\n| 粮食概念 | — | — | +12.58% | — |\n| AI视频 | — | +8.51% | +9.89% | — |\n| 大豆 | — | — | +7.94% | — |\n| 农业种植 | — | — | +7.60% | — |\n| 短剧游戏 | — | +6.67% | +7.80% | — |\n| 手机游戏 | — | +5.82% | — | — |\n| 网络游戏 | — | +4.94% | — | — |\n| 快手概念 | — | +4.87% | — | — |\n| 文化传媒概念 | — | +4.85% | — | — |\n| AIGC概念 | — | +4.13% | — | — |\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## 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** | **2444** | 45.6% | 全市场上涨个股数 |\n| **下跌家数** | **2914** | 54.4% | 全市场下跌个股数 |\n| 上涨/下跌比 | **0.84** | — | >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**：+36.60亿（上证指数，当日涨幅 +0.63%）；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| AI应用 | +85.55亿 | +5.60% | +1.02% |\n| AIGC概念 | +58.13亿 | +5.27% | +1.86% |\n| ChatGPT概念 | +46.45亿 | +7.82% | +1.47% |\n| 短剧互动游戏 | +43.66亿 | +8.51% | +2.30% |\n| 互联网金融 | +42.95亿 | +3.53% | +1.14% |\n| 文娱消费 | +42.01亿 | +6.56% | +1.80% |\n| AI智能体 | +41.48亿 | +4.51% | +0.92% |\n| Web3.0 | +40.93亿 | +10.10% | +1.90% |\n| 虚拟数字人 | +40.91亿 | +6.12% | +1.28% |\n| 多模态AI | +39.27亿 | +7.48% | +1.63% |\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 | -416.61亿 | -2.34% | -0.42% |\n| MSCI中国 | -323.29亿 | -3.71% | -0.63% |\n| 半导体概念 | -273.28亿 | -6.66% | -2.43% |\n| 2026中报预增 | -247.79亿 | -4.32% | -1.11% |\n| 科技风格 | -240.35亿 | -6.84% | -2.52% |\n| 标准普尔 | -235.33亿 | -3.48% | +0.12% |\n| 富时罗素 | -234.52亿 | -2.62% | +0.14% |\n| 国产芯片 | -233.62亿 | -6.42% | -1.64% |\n| 大盘股 | -229.22亿 | -3.83% | -0.55% |\n| 沪股通 | -215.09亿 | -2.55% | -0.44% |\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## 指数行情与量能\n\n## 量能异动提示（主要指数成交额环比昨日）\n\n- 科创50 2026-09-04 全天放量 **+31.0%**（成交额）\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## 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 | 173.78 | +0.12% | 1.90% | 814.00 |\n| 2 | 000977 | 浪潮信息 | 137.08 | -9.99% | 11.65% | 77.72 |\n| 3 | 600150 | 中国船舶 | 123.93 | +9.18% | 4.49% | 37.47 |\n| 4 | 300502 | 新易盛 | 117.22 | +0.32% | 2.39% | 386.00 |\n| 5 | 603986 | 兆易创新 | 113.12 | -2.95% | 4.47% | 371.88 |\n| 6 | 688825 | 长鑫科技 | 111.25 | -1.35% | 4.43% | 54.80 |\n| 7 | 600487 | 亨通光电 | 101.64 | -4.70% | 6.52% | 62.22 |\n| 8 | 300394 | 天孚通信 | 98.33 | -0.04% | 3.55% | 248.70 |\n| 9 | 600183 | 生益科技 | 94.20 | -3.97% | 2.78% | 137.50 |\n| 10 | 688256 | 寒武纪 | 90.48 | -2.54% | 1.32% | 1072.00 |\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 | 605577 | 龙版传媒 | 沪主板 | 传媒 | 46.42% | +9.97% | AI漫剧题材叠加出版发行获资金追捧，连续5连板 |\n| 2 | 000892 | 欢瑞世纪 | 深主板 | 传媒 | 30.00% | +10.04% | AIGC影视及互动影游题材催化，录得四连板 |\n| 3 | 605580 | 恒盛能源 | 沪主板 | 公用事业 | 26.95% | +9.99% | 培育钻石及金刚石散热概念受市场关注，一字涨停 |\n| 4 | 605398 | 新炬网络 | 沪主板 | 计算机 | 26.89% | +9.98% | 暂未获取到有效信息 |\n| 5 | 600865 | 百大集团 | 沪主板 | 商贸零售 | 24.45% | +9.98% | 暂未获取到有效信息 |\n| 6 | 601579 | 会稽山 | 沪主板 | 食品饮料 | 24.39% | +10.01% | 黄酒板块盘中集体涨停，公司为高端黄酒股受带动 |\n| 7 | 002403 | 爱仕达 | 深主板 | 家用电器 | 20.77% | +10.05% | 人形机器人及工业机器人题材受关注，子公司焊接机器人采购落地 |\n| 8 | 003040 | 楚天龙 | 深主板 | 通信 | 18.65% | +10.00% | 数字人民币及AI政务概念活跃，11天7板并现5连板 |\n| 9 | 600108 | 亚盛集团 | 沪主板 | 农林牧渔 | 17.84% | +10.10% | 暂未获取到有效信息 |\n| 10 | 603123 | 翠微股份 | 沪主板 | 非银金融 | 17.81% | +10.04% | 数字人民币与跨境支付题材活跃，受楚天龙涨停带动 |\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 | 605577 | 龙版传媒 | 沪主板 | 传媒 | 60.31% | +9.97% | AI漫剧概念催化，股价连续涨停 |\n| 2 | 000892 | 欢瑞世纪 | 深主板 | 传媒 | 53.15% | +10.04% | AIGC影视概念受追捧，连续涨停 |\n| 3 | 003040 | 楚天龙 | 深主板 | 通信 | 50.11% | +10.00% | 数字人民币与AI政务概念活跃，连续涨停 |\n| 4 | 002856 | *ST美芝 | 深主板 | 建筑装饰 | 44.53% | +10.00% | 题材：公开招募、建筑装饰、佛山国资；*ST美芝(002856.SZ)：2026年中报净利润为-3004.50万元，同比亏损减少；*ST美芝：公开招募和遴选投资人 |\n| 5 | 605398 | 新炬网络 | 沪主板 | 计算机 | 34.24% | +9.98% | AI智能运维题材受关注 |\n| 6 | 600865 | 百大集团 | 沪主板 | 商贸零售 | 33.37% | +9.98% | 暂未获取到有效信息 |\n| 7 | 600108 | 亚盛集团 | 沪主板 | 农林牧渔 | 33.33% | +10.10% | 暂未获取到有效信息 |\n| 8 | 600354 | 敦煌种业 | 沪主板 | 农林牧渔 | 30.62% | +10.04% | 中报净利润大增165.68%，业绩驱动上涨 |\n| 9 | 605580 | 恒盛能源 | 沪主板 | 公用事业 | 29.51% | +9.99% | 培育钻石概念走强，一字涨停 |\n| 10 | 000592 | 平潭发展 | 深主板 | 农林牧渔 | 26.73% | +9.99% | 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| 国家大基金持股 | -3.33% | -7.22% | -7.02% |\n| MLCC概念 | -3.15% | -6.33% | -6.27% |\n| 中芯国际概念 | -3.12% | -6.12% | -5.73% |\n| 光刻机 | -3.06% | — | — |\n| 存储芯片 | -3.04% | -5.46% | — |\n| CRO概念 | — | — | -6.22% |\n| 光刻胶 | — | -5.48% | -5.80% |\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## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 39 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| 龙版传媒 | 605577 | 15.55 | 9.97% | 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\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| 新炬网络 | 605398 | 26.66 | 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+数据中心运维 |\n| 恒盛能源 | 605580 | 22.47 | 9.99% | 公用事业 | 培育钻石、第三代半导体、芯片概念 | 培育钻石+金刚石散热+热电联产 |\n| 海通发展 | 603162 | 14.64 | 9.99% | 交通运输 | 航运概念、统一大市场、福建自贸区 | 干散货航运+定增募资+船舶购置+海峡两岸 |\n| 百大集团 | 600865 | 11.35 | 9.98% | 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 | 11.28 | 10.05% | 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| 亚盛集团 | 600108 | 4.36 | 10.10% | 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\n### 首板（32 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| 高争民爆 | 002827 | 66.15 | 9.99% | 基础化工 | 民爆概念、西部大开发、雅下水电概念 | 控股股东拟变更+矿山投资开发+民爆+西藏国资 |\n| 润贝航科 | 001316 | 30.18 | 9.99% | 炼化及贸 | 大飞机、航空发动机、低空经济 | 航材分销+航材国产化+AI航检眼镜+中报增长 |\n| 绿康生化 | 002868 | 25.83 | 10.01% | 动物保健 | 宠物经济、合成生物、POE胶膜 | 动物保健+宠物经济+资产剥离 |\n| 会稽山 | 601579 | 24.07 | 10.01% | 食品饮料 | 白酒概念、共同富裕示范区、食品饮料 | 高端黄酒+云集系列+爽酒 |\n| 柏星龙 | 920075 | 21.32 | 30.00% | 轻工制造 | 文化传媒概念、多模态AI、人工智能 | |\n| 楚天龙 | 003040 | 21.12 | 10.00% | 通信 | 数字货币、移动支付、跨境支付(CIPS) | 数字人民币+AI政务+数字安全 |\n| 统一股份 | 600506 | 18.46 | 10.01% | 炼化及贸 | 新疆振兴、碳中和、乡村振兴 | 液冷+业绩增长+润滑油 |\n| 邦基科技 | 603151 | 18.13 | 10.01% | 饲料 | 乡村振兴、股权转让(并购重组)、农林牧渔 | 猪饲料+生猪养殖+产业链一体化 |\n| 源飞宠物 | 001222 | 16.10 | 9.97% | 轻工制造 | 宠物经济、IP经济(谷子经济)、跨境电商 | 宠物食品+海外产能+自有品牌 |\n| 实丰文化 | 002862 | 16.04 | 10.01% | 轻工制造 | NFT概念、IP经济(谷子经济)、跨境电商 | AI玩具+IP潮玩+玩具制造 |\n| 安记食品 | 603696 | 15.13 | 10.04% | 调味发酵 | 互联网金融、海峡两岸、食品饮料 | 调味品+海峡两岸+智能制造 |\n| 播恩集团 | 001366 | 14.36 | 10.04% | 饲料 | 乡村振兴、合成生物、粤港澳大湾区 | 饲料主业+业绩扭亏+并购布局 |\n| 华阳国际 | 002949 | 14.07 | 10.01% | 建筑装饰 | 装配式建筑、新型城镇化、文化传媒概念 | AI设计+城市更新+建筑设计 |\n| 合富中国 | 603122 | 13.56 | 9.98% | 医药生物 | 猴痘概念、智能医疗、长三角一体化 | AI医疗+医疗数智化+体外诊断+海峡两岸 |\n| 翠微股份 | 603123 | 11.18 | 10.04% | 非银金融 | 跨境支付(CIPS)、移动支付、数字货币 | 数字人民币+跨境支付+AI应用+北京国资 |\n| 通达电气 | 603390 | 11.11 | 10.00% | 汽车 | 网约车、氢能源、智慧城市 | 智慧交通+智能网联+中报净利增长 |\n| 中水渔业 | 000798 | 10.14 | 9.98% | 农林牧渔 | 预制菜、参股保险、国企改革 | 远洋渔业+AI渔业+半年报增长+央企平台 |\n| 古越龙山 | 600059 | 9.19 | 10.06% | 食品饮料 | 白酒概念、超级品牌、乡村振兴 | 高端黄酒+年轻化产品+全国化布局 |\n| 敦煌种业 | 600354 | 8.66 | 10.04% | 农林牧渔 | 转基因、粮食概念、玉米 | 种业+育种研发+中报增长 |\n| 湖南天雁 | 600698 | 7.91 | 10.01% | 汽车 | 兵装重组概念、高铁、国企改革 | 兵装重组+涡轮增压器+电子水泵 |\n| 新 希 望 | 000876 | 7.70 | 10.00% | 饲料 | 猪肉、养鸡、预制菜 | 猪价回暖+饲料增长+养殖降本 |\n| 平潭发展 | 000592 | 7.49 | 9.99% | 林业Ⅱ | 福建自贸区、海峡两岸、乡村振兴 | 林业+林板一体化+海峡两岸 |\n| 正虹科技 | 000702 | 6.26 | 10.02% | 饲料 | 预制菜、猪肉、国企改革 | 生猪养殖+饲料主业+反刍料+降本增效 |\n| 罗 牛 山 | 000735 | 6.13 | 10.05% | 农林牧渔 | 猪肉、生态农业、养鸡 | 生猪养殖+黑猪育种+全产业链 |\n| 中国出版 | 601949 | 5.83 | 10.00% | 传媒 | 同花顺中特估100、NFT概念、国企改革 | 数智化出版+图书出版+央企背景 |\n| 海欣食品 | 002702 | 5.61 | 10.00% | 食品饮料 | 预制菜、人造肉、网红经济 | 速冻食品+山姆渠道+营收增长+海峡两岸 |\n| 欢瑞世纪 | 000892 | 5.59 | 10.04% | 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| 新五丰 | 600975 | 5.59 | 10.04% | 农林牧渔 | 猪肉、冷链物流、乡村振兴 | 生猪养殖+产能去化+国企改革 |\n| 福建水泥 | 600802 | 5.21 | 9.92% | 建筑材料 | 水泥概念、参股银行、国企改革 | 水泥熟料+重点项目+福建国资 |\n| 天沃科技 | 002564 | 4.93 | 10.04% | 机械设备 | 光热发电、碳中和、一带一路 | 光热风电+电力设计+高端装备+上海国资 |\n| 华天酒店 | 000428 | 4.69 | 10.09% | 休闲服务 | 职业教育、物业管理、预制菜 | 旅游酒店+文体旅融合+生活服务 |\n| 天邦食品 | 002124 | 2.42 | 10.00% | 农林牧渔 | 猪肉、预制菜、绿色电力 | 生猪养殖+机器人概念+食品加工+预重整 |\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| 国企改革 | 15 | 翠微股份、高争民爆、龙版传媒、亚盛集团、古越龙山、中水渔业、中国出版、天沃科技 |\n| 农林牧渔 | 12 | 亚盛集团、播恩集团、中水渔业、敦煌种业、天邦食品、邦基科技、平潭发展、绿康生化 |\n| 人工智能 | 11 | 新炬网络、楚天龙、翠微股份、通达电气、中水渔业、欢瑞世纪、柏星龙、统一股份 |\n| 乡村振兴 | 10 | 亚盛集团、播恩集团、古越龙山、敦煌种业、邦基科技、统一股份、平潭发展、罗 牛 山 |\n| 海峡两岸 | 8 | 海通发展、福建水泥、合富中国、海欣食品、平潭发展、安记食品、绿康生化、润贝航科 |\n| 西部大开发 | 6 | 高争民爆、亚盛集团、敦煌种业、欢瑞世纪、统一股份、新 希 望 |\n| 一带一路 | 6 | 龙版传媒、中国出版、天沃科技、华阳国际、新 希 望、源飞宠物 |\n| 预制菜 | 6 | 中水渔业、天邦食品、华天酒店、海欣食品、正虹科技、新 希 望 |\n| 数字经济 | 5 | 新炬网络、楚天龙、翠微股份、中国出版、华阳国际 |\n| 股权转让(并购重组) | 5 | 高争民爆、华天酒店、邦基科技、统一股份、绿康生化 |\n\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 新能源汽车 | 15 |\n| 国企改革 | 11 |\n| 机器人概念 | 11 |\n| 液冷服务器 | 10 |\n| 一带一路 | 8 |\n| 储能 | 8 |\n| 比亚迪概念 | 8 |\n| 数据中心(AIDC) | 8 |\n| 2026中报预增 | 8 |\n| 西部大开发 | 7 |\n\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 | 天娱数科 | +8.75% | — |\n| 2 | 楚天龙 | +10.00% | — |\n| 3 | 易点天下 | +11.12% | — |\n| 4 | 黄河旋风 | -0.82% | — |\n| 5 | 蓝色光标 | +5.91% | — |\n| 6 | 我爱我家 | +10.14% | — |\n| 7 | 恒宝股份 | +7.66% | — |\n| 8 | 浪潮信息 | -9.99% | — |\n| 9 | 国芳集团 | +3.60% | — |\n| 10 | 四方精创 | +14.58% | — |\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 | -2.92% | — |\n| 2 | 楚天龙 | +10.00% | — |\n| 3 | 远东股份 | +0.71% | — |\n| 4 | 黄河旋风 | -0.82% | — |\n| 5 | 国芳集团 | +3.60% | — |\n| 6 | 宇树科技 | -3.66% | — |\n| 7 | 哈药股份 | -9.01% | — |\n| 8 | 金牛化工 | -0.75% | — |\n| 9 | 蓝色光标 | +5.91% | — |\n| 10 | 长鑫科技 | -1.35% | — |\n\n",
"meta_by_name": {
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"date": "2026-09-04",
"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": [
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16.0,
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"date": "2026-09-04",
"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）。",
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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"date": "2026-09-04",
"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": [
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1846.0,
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3900.0,
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2914.0
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"主力资金流向": {
"date": "2026-09-04",
"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）。"
},
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},
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},
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"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）。",
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"黑龙江自贸区",
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"2分钟直线涨停！605577，斩获5连板",
"2分钟直线涨停！605577，斩获5连板｜快讯",
"龙版传媒(605577)龙虎榜数据(09-03)",
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"industry": "传媒",
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"文化传媒概念",
"IP经济(谷子经济)",
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"AIGC业务收入占比低！000892，“三连板”",
"欢瑞世纪(000892)龙虎榜数据(09-01)",
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"机构风向标 | 恒盛能源(605580)2026年二季度已披露持仓机构仅3家",
"恒盛能源(605580.SH)：2026年中报净利润为9423.39万元",
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"239只股中线走稳 站上半年线"
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},
{
"rank": 4,
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"name": "新炬网络",
"sector": "沪主板",
"industry": "计算机",
"concepts": [
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"数据要素",
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"人工智能",
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{
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"机构风向标 | 百大集团(600865)2026年二季度已披露前十大机构持股比例合计下跌2.18个百分点",
"今日盘中突破年线个股",
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},
{
"rank": 6,
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"sector": "沪主板",
"industry": "食品饮料",
"concepts": [
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"共同富裕示范区",
"食品饮料",
"饮料制造",
"其他酒类"
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"reason": "黄酒板块盘中集体涨停，公司为高端黄酒股受带动",
"news_titles": [
"会稽山(601579.SH)：2026年中报净利润为1.29亿元",
"机构风向标 | 会稽山(601579)2026年二季度已披露持仓机构仅8家",
"罕见！黄酒企业盘中集体涨停 回应来了",
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"古越龙山高端化未能阻挡业绩颓势：上半年营收下滑近12%，扣非净利大跌35%，现金流“失血”3.1亿元"
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},
{
"rank": 7,
"code": "002403",
"name": "爱仕达",
"sector": "深主板",
"industry": "家用电器",
"concepts": [
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"C2M概念",
"共同富裕示范区",
"智能物流",
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"reason": "人形机器人及工业机器人题材受关注，子公司焊接机器人采购落地",
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"industry": "通信",
"concepts": [
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"移动支付",
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"AI应用",
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"1分钟封死涨停！003040，11天7板",
"楚天龙(003040)龙虎榜数据(09-03)",
"楚天龙(003040)龙虎榜数据(09-02)",
"楚天龙(003040)龙虎榜数据(09-01)",
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"sector": "沪主板",
"industry": "农林牧渔",
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"粮食概念",
"土地流转",
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"代糖概念",
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"国企改革",
"参股券商",
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"水利",
"农林牧渔",
"种植业与林业",
"其他种植业",
"中药材种植",
"农作物种业",
"啤酒原材料"
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"reason": "暂未获取到有效信息",
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"亚盛集团(600108.SH)：完成法定代表人变更并换发营业执照",
"9月4日A股三大指数早盘冲高回落 创业板指涨0.43% 全市场超4100只个股上涨",
"9月4日A股收评：科创50指数冲高回落跌超2% 猪肉板块逆势领涨",
"今日129只个股突破半年线"
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},
{
"rank": 10,
"code": "603123",
"name": "翠微股份",
"sector": "沪主板",
"industry": "非银金融",
"concepts": [
"跨境支付(CIPS)",
"移动支付",
"数字货币",
"无人零售",
"旅游概念",
"物业管理",
"数据要素",
"国企改革",
"数字经济",
"京津冀一体化",
"AI应用",
"AI智能体",
"阿里巴巴概念",
"腾讯概念",
"人工智能",
"无人驾驶",
"芯片概念",
"汽车芯片",
"非银金融",
"多元金融",
"多元金融Ⅲ",
"AI电商"
],
"gain_pct": 17.81,
"latest_pct": 10.04,
"reason_tags": "数字人民币+跨境支付+AI应用+北京国资",
"reason": "数字人民币与跨境支付题材活跃，受楚天龙涨停带动",
"news_titles": [
"翠微股份(603123.SH)：2026年中报净利润为-7204.02万元，同比亏损减少",
"1分钟封死涨停！003040，11天7板",
"9月4日A股三大指数早盘冲高回落 创业板指涨0.43% 全市场超4100只个股上涨",
"9月4日A股收评：科创50指数冲高回落跌超2% 猪肉板块逆势领涨",
"239只股中线走稳 站上半年线"
]
}
],
"ten_day": [
{
"rank": 1,
"code": "605577",
"name": "龙版传媒",
"sector": "沪主板",
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"theme": "代糖概念",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "乡村振兴",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "参股券商",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "水利",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "农林牧渔",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "种植业与林业",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "其他种植业",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "医药",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "农作物种业",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "京津冀一体化",
"count": 1,
"reps": [
"翠微股份"
]
},
{
"theme": "非银金融",
"count": 1,
"reps": [
"翠微股份"
]
},
{
"theme": "多元金融",
"count": 1,
"reps": [
"翠微股份"
]
},
{
"theme": "多元金融Ⅲ",
"count": 1,
"reps": [
"翠微股份"
]
}
],
"ten_day_theme": [
{
"theme": "国企改",
"count": 4,
"reps": [
"龙版传媒",
"*ST美芝",
"亚盛集团",
"敦煌种业"
]
},
{
"theme": "AI算力",
"count": 4,
"reps": [
"龙版传媒",
"欢瑞世纪",
"楚天龙",
"新炬网络"
]
},
{
"theme": "消费",
"count": 4,
"reps": [
"百大集团",
"亚盛集团",
"恒盛能源",
"平潭发展"
]
},
{
"theme": "传媒",
"count": 3,
"reps": [
"龙版传媒",
"欢瑞世纪",
"新炬网络"
]
},
{
"theme": "西部大开发",
"count": 3,
"reps": [
"欢瑞世纪",
"亚盛集团",
"敦煌种业"
]
},
{
"theme": "金融",
"count": 3,
"reps": [
"楚天龙",
"新炬网络",
"百大集团"
]
},
{
"theme": "乡村振兴",
"count": 3,
"reps": [
"亚盛集团",
"敦煌种业",
"平潭发展"
]
},
{
"theme": "农林牧渔",
"count": 3,
"reps": [
"亚盛集团",
"敦煌种业",
"平潭发展"
]
},
{
"theme": "种植业与林业",
"count": 3,
"reps": [
"亚盛集团",
"敦煌种业",
"平潭发展"
]
},
{
"theme": "IP经济(谷子经济)",
"count": 2,
"reps": [
"龙版传媒",
"欢瑞世纪"
]
},
{
"theme": "数字经济",
"count": 2,
"reps": [
"楚天龙",
"新炬网络"
]
},
{
"theme": "华为概念",
"count": 2,
"reps": [
"楚天龙",
"新炬网络"
]
},
{
"theme": "半导体",
"count": 2,
"reps": [
"楚天龙",
"恒盛能源"
]
},
{
"theme": "玉米",
"count": 2,
"reps": [
"亚盛集团",
"敦煌种业"
]
},
{
"theme": "粮食概念",
"count": 2,
"reps": [
"亚盛集团",
"敦煌种业"
]
},
{
"theme": "农业种植",
"count": 2,
"reps": [
"亚盛集团",
"敦煌种业"
]
},
{
"theme": "生态农业",
"count": 2,
"reps": [
"亚盛集团",
"敦煌种业"
]
},
{
"theme": "黑龙江自贸区",
"count": 1,
"reps": [
"龙版传媒"
]
},
{
"theme": "在线教育",
"count": 1,
"reps": [
"龙版传媒"
]
},
{
"theme": "虚拟数字人",
"count": 1,
"reps": [
"欢瑞世纪"
]
},
{
"theme": "红果短剧",
"count": 1,
"reps": [
"欢瑞世纪"
]
},
{
"theme": "跨境支付(CIPS)",
"count": 1,
"reps": [
"楚天龙"
]
},
{
"theme": "电子身份证",
"count": 1,
"reps": [
"楚天龙"
]
},
{
"theme": "ETC",
"count": 1,
"reps": [
"楚天龙"
]
},
{
"theme": "区块链",
"count": 1,
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"楚天龙"
]
},
{
"theme": "数据安全",
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"楚天龙"
]
},
{
"theme": "国产操作系统",
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"reps": [
"楚天龙"
]
},
{
"theme": "智慧政务",
"count": 1,
"reps": [
"楚天龙"
]
},
{
"theme": "量子科技",
"count": 1,
"reps": [
"楚天龙"
]
},
{
"theme": "鸿蒙概念",
"count": 1,
"reps": [
"楚天龙"
]
},
{
"theme": "物联网",
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"楚天龙"
]
},
{
"theme": "DeepSeek概念",
"count": 1,
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"楚天龙"
]
},
{
"theme": "通信",
"count": 1,
"reps": [
"楚天龙"
]
},
{
"theme": "eSIM",
"count": 1,
"reps": [
"楚天龙"
]
},
{
"theme": "地产链",
"count": 1,
"reps": [
"*ST美芝"
]
},
{
"theme": "垃圾分类",
"count": 1,
"reps": [
"*ST美芝"
]
},
{
"theme": "粤港澳大湾区",
"count": 1,
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"*ST美芝"
]
},
{
"theme": "MLOps概念",
"count": 1,
"reps": [
"新炬网络"
]
},
{
"theme": "华为鲲鹏",
"count": 1,
"reps": [
"新炬网络"
]
},
{
"theme": "数据要素",
"count": 1,
"reps": [
"新炬网络"
]
},
{
"theme": "蚂蚁集团概念",
"count": 1,
"reps": [
"新炬网络"
]
},
{
"theme": "百度概念",
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"新炬网络"
]
},
{
"theme": "腾讯概念",
"count": 1,
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"新炬网络"
]
},
{
"theme": "阿里巴巴概念",
"count": 1,
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"新炬网络"
]
},
{
"theme": "长三角一体化",
"count": 1,
"reps": [
"新炬网络"
]
},
{
"theme": "机器人",
"count": 1,
"reps": [
"新炬网络"
]
},
{
"theme": "计算机",
"count": 1,
"reps": [
"新炬网络"
]
},
{
"theme": "IT服务",
"count": 1,
"reps": [
"新炬网络"
]
},
{
"theme": "IT服务Ⅲ",
"count": 1,
"reps": [
"新炬网络"
]
},
{
"theme": "物业管理",
"count": 1,
"reps": [
"百大集团"
]
},
{
"theme": "创投",
"count": 1,
"reps": [
"百大集团"
]
},
{
"theme": "土地流转",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "代糖概念",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "参股券商",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "跨境电商",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "水利",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "其他种植业",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "医药",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "农作物种业",
"count": 1,
"reps": [
"亚盛集团"
]
},
{
"theme": "转基因",
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"敦煌种业"
]
},
{
"theme": "供销社",
"count": 1,
"reps": [
"敦煌种业"
]
},
{
"theme": "2026中报预增",
"count": 1,
"reps": [
"敦煌种业"
]
},
{
"theme": "种子生产",
"count": 1,
"reps": [
"敦煌种业"
]
},
{
"theme": "转基因种业",
"count": 1,
"reps": [
"敦煌种业"
]
},
{
"theme": "固废处理",
"count": 1,
"reps": [
"恒盛能源"
]
},
{
"theme": "电力",
"count": 1,
"reps": [
"恒盛能源"
]
},
{
"theme": "碳交易",
"count": 1,
"reps": [
"恒盛能源"
]
},
{
"theme": "公用事业",
"count": 1,
"reps": [
"恒盛能源"
]
},
{
"theme": "热力",
"count": 1,
"reps": [
"恒盛能源"
]
},
{
"theme": "培育制造",
"count": 1,
"reps": [
"恒盛能源"
]
},
{
"theme": "福建自贸区",
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"平潭发展"
]
},
{
"theme": "海峡两岸",
"count": 1,
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"平潭发展"
]
},
{
"theme": "化工",
"count": 1,
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"平潭发展"
]
},
{
"theme": "民营医院",
"count": 1,
"reps": [
"平潭发展"
]
},
{
"theme": "合成生物",
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]
},
{
"theme": "林业",
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]
},
{
"theme": "福建本地股",
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]
}
]
},
"板块跌幅排行": {
"date": "2026-09-04",
"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": [
{
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"pct": -3.33
},
{
"rank": 2,
"name": "MLCC概念",
"pct": -3.15
},
{
"rank": 3,
"name": "中芯国际概念",
"pct": -3.12
},
{
"rank": 4,
"name": "光刻机",
"pct": -3.06
},
{
"rank": 5,
"name": "存储芯片",
"pct": -3.04
}
],
"five_day": [
{
"rank": 1,
"name": "国家大基金持股",
"pct": -7.22
},
{
"rank": 2,
"name": "MLCC概念",
"pct": -6.33
},
{
"rank": 3,
"name": "中芯国际概念",
"pct": -6.12
},
{
"rank": 4,
"name": "光刻胶",
"pct": -5.48
},
{
"rank": 5,
"name": "存储芯片",
"pct": -5.46
}
],
"ten_day": [
{
"rank": 1,
"name": "国家大基金持股",
"pct": -7.02
},
{
"rank": 2,
"name": "MLCC概念",
"pct": -6.27
},
{
"rank": 3,
"name": "CRO概念",
"pct": -6.22
},
{
"rank": 4,
"name": "光刻胶",
"pct": -5.8
},
{
"rank": 5,
"name": "中芯国际概念",
"pct": -5.73
}
]
},
"涨停板复盘": {
"date": "2026-09-04",
"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": [
{
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"amount": 109420985,
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"limit_days": 2,
"first_seal": "09:25:01",
"last_seal": "09:25:01",
"seal_fund": 83906671,
"break_times": 0,
"industry": "计算机",
"zt_stat": "2天2板",
"reason": "AI智能运维+国产数据库+数据中心运维",
"high_days": "2天2板",
"board_type": "一字板",
"seal_rate": 0.75
},
{
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"first_seal": "09:25:01",
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"zt_stat": "2天2板",
"reason": "培育钻石+金刚石散热+热电联产",
"high_days": "2天2板",
"board_type": "一字板",
"seal_rate": 0.8461538461538461
},
{
"code": "003040",
"name": "楚天龙",
"price": 21.12,
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"amount": 1040333104,
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"zt_stat": "11天7板",
"reason": "数字人民币+AI政务+数字安全",
"high_days": "11天7板",
"board_type": "换手板",
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},
{
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"first_seal": "09:30:02",
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"industry": "非银金融",
"zt_stat": "4天2板",
"reason": "数字人民币+跨境支付+AI应用+北京国资",
"high_days": "4天2板",
"board_type": "T字板",
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},
{
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"name": "高争民爆",
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"reason": "控股股东拟变更+矿山投资开发+民爆+西藏国资",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.5714285714285714
},
{
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"high_days": "5天5板",
"board_type": "换手板",
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},
{
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"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
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"amount": 399438320,
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"first_seal": "09:34:49",
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"industry": "食品饮料",
"zt_stat": "1天1板",
"reason": "高端黄酒+云集系列+爽酒",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.7142857142857143
},
{
"code": "600108",
"name": "亚盛集团",
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"amount": 944268800,
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"first_seal": "09:36:23",
"last_seal": "09:37:50",
"seal_fund": 157784414,
"break_times": 1,
"industry": "农林牧渔",
"zt_stat": "2天2板",
"reason": "玉米制种+现代农业+甘肃国资",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.8333333333333334
},
{
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"name": "通达电气",
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"first_seal": "09:38:18",
"last_seal": "09:39:09",
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"industry": "汽车",
"zt_stat": "1天1板",
"reason": "智慧交通+智能网联+中报净利增长",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6666666666666666
},
{
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{
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},
{
"rank": 7,
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},
{
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{
"rank": 9,
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},
{
"rank": 10,
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],
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{
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"heat": "3305940",
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"rank_chg": -1,
"concepts": [
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],
"tag": "11天7板",
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},
{
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"concepts": [
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"rank_chg": 0,
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},
{
"rank": 5,
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"heat": "2901968",
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"rank_chg": 1,
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"tag": "6天5板",
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{
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"tag": "持续上榜",
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{
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{
"rank": 8,
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"tag": "",
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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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"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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