{
"date": "2026-09-08",
"schema_version": 4,
"data_markdown": "## 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| 代糖概念 | +5.18% | +5.78% | +10.21% | — |\n| 草甘膦 | +4.94% | — | +9.98% | — |\n| 玉米 | +4.42% | +4.60% | +17.88% | — |\n| 化肥 | +4.26% | — | — | — |\n| 转基因 | +3.50% | — | +16.52% | — |\n| 供销社 | +3.49% | — | +10.48% | — |\n| 粮食概念 | +3.47% | +3.50% | +15.43% | — |\n| 大豆 | +3.45% | — | +11.40% | — |\n| 农业种植 | +3.12% | — | +10.94% | — |\n| 煤化工概念 | +2.92% | — | — | — |\n| AI视频 | — | — | +12.42% | — |\n| 农村电商 | — | — | +10.64% | — |\n| 培育钻石 | — | +6.33% | — | — |\n| 猪肉 | — | +5.03% | — | — |\n| 养鸡 | — | +4.45% | — | — |\n| 人造肉 | — | +4.12% | — | — |\n| 土地流转 | — | +3.93% | — | — |\n| 啤酒概念 | — | +3.92% | — | — |\n| 预制菜 | — | +3.56% | — | — |\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** | **74** | 占比 100.0% |\n| **跌停家数** | **0** | 占比 0.0% |\n| 涨跌比 | **inf** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **1** | 连续涨停个股数 |\n| 市场高度 | **0** 板 | 最高连板天数 |\n| **炸板率** | **33.3%** | 炸板 37 家 /（涨停 74 + 炸板 37），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| 2026-09-02 | 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| 2026-09-07 | 95 | 2 | 47.50 | 4 | 0 |\n| 2026-09-08 | 74 | 0 | ∞ | 1 | 0 |\n\n\n\n---\n\n## 市场广度\n\n## 上涨和下跌情况表\n\n| 指标 | 今日数值 | 占比 | 说明 |\n| --- | --- | --- | --- |\n| **上涨家数** | **3417** | 62.8% | 全市场上涨个股数 |\n| **下跌家数** | **2026** | 37.2% | 全市场下跌个股数 |\n| 上涨/下跌比 | **1.69** | — | >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**：+60.73亿（上证指数，当日涨幅 +1.53%）；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| 黄金概念 | +38.03亿 | +5.49% | +1.77% |\n| 稀缺资源 | +37.68亿 | +4.94% | +1.88% |\n| 小金属概念 | +35.77亿 | +3.63% | +0.81% |\n| 化工原料 | +33.03亿 | +8.43% | +2.90% |\n| 磷化工 | +31.87亿 | +9.92% | +3.37% |\n| 沪股通 | +30.64亿 | +0.38% | +0.73% |\n| 小盘价值 | +26.77亿 | +3.11% | +1.22% |\n| 煤化工概念 | +26.48亿 | +7.26% | +3.11% |\n| 央国企改革 | +24.87亿 | +0.47% | +1.41% |\n| 天然气 | +22.73亿 | +5.46% | +2.32% |\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| MSCI中国 | -116.61亿 | -1.37% | +0.07% |\n| 华为概念 | -110.75亿 | -2.32% | -0.07% |\n| 深成500 | -109.51亿 | -2.07% | +0.13% |\n| 深股通 | -109.05亿 | -1.17% | +0.49% |\n| HS300_ | -100.50亿 | -2.04% | -0.05% |\n| 大盘股 | -94.56亿 | -1.61% | -0.06% |\n| 科技风格 | -93.01亿 | -2.48% | -1.16% |\n| 新能源车 | -91.77亿 | -3.15% | -0.15% |\n| 人工智能 | -89.97亿 | -2.89% | +0.35% |\n| 深证100R | -88.60亿 | -3.80% | -0.24% |\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 | 金健米业 | +9.31% | — |\n| 2 | 中京电子 | +9.99% | — |\n| 3 | 杭电股份 | +8.52% | — |\n| 4 | 龙版传媒 | +9.12% | — |\n| 5 | 远东股份 | +8.52% | — |\n| 6 | 亚盛集团 | +10.00% | — |\n| 7 | 敦煌种业 | +9.97% | — |\n| 8 | 国芳集团 | +7.40% | — |\n| 9 | 金牛化工 | +10.02% | — |\n| 10 | 青山纸业 | +3.58% | — |\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 | +9.31% | — |\n| 2 | 中际旭创 | +0.44% | — |\n| 3 | 国芳集团 | +7.40% | — |\n| 4 | 远东股份 | +8.52% | — |\n| 5 | 摩尔线程 | -3.70% | — |\n| 6 | 龙版传媒 | +9.12% | — |\n| 7 | 宇树科技 | -2.36% | — |\n| 8 | 金牛化工 | +10.02% | — |\n| 9 | 杭电股份 | +8.52% | — |\n| 10 | 长鑫科技 | -0.14% | — |\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| 同花顺果指数 | -2.29% | -2.57% | — |\n| 中国AI 50 | -1.49% | -3.48% | — |\n| 光刻机 | -1.27% | — | — |\n| 无线充电 | -1.22% | — | — |\n| MLOps概念 | -1.12% | — | — |\n| 注册制次新股 | — | -3.95% | -2.50% |\n| 国家大基金持股 | — | -3.87% | -2.36% |\n| MLCC概念 | — | -2.78% | — |\n| 细胞免疫治疗 | — | — | -2.40% |\n| 青蒿素 | — | — | -2.35% |\n| CRO概念 | — | — | -2.13% |\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## 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 | 262.23 | +0.44% | 2.59% | 902.37 |\n| 2 | 300750 | 宁德时代 | 174.45 | -3.65% | 1.22% | 335.49 |\n| 3 | 300502 | 新易盛 | 155.75 | -0.19% | 2.94% | 416.40 |\n| 4 | 603986 | 兆易创新 | 146.06 | +0.13% | 5.59% | 385.96 |\n| 5 | 688825 | 长鑫科技 | 115.66 | -0.14% | 4.39% | 58.39 |\n| 6 | 002436 | 兴森科技 | 114.12 | +9.17% | 18.75% | 40.12 |\n| 7 | 002384 | 东山精密 | 110.22 | -2.17% | 4.19% | 186.42 |\n| 8 | 603083 | 剑桥科技 | 109.45 | +7.33% | 17.74% | 222.30 |\n| 9 | 300394 | 天孚通信 | 108.88 | -3.18% | 3.78% | 258.50 |\n| 10 | 600183 | 生益科技 | 102.48 | -1.26% | 2.86% | 146.28 |\n\n\n\n---\n\n## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 73 只）\n\n### 4连板（3 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| 百大集团 | 600865 | 13.74 | 10.01% | 商业贸易 | 物业管理、信托概念、创投 | 商业零售+恒隆租约+物业租赁 |\n| ◉爱仕达 | 002403 | 13.65 | 9.99% | 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 | 5.28 | 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\n### 3连板（3 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| 敦煌种业 | 600354 | 10.48 | 9.97% | 农林牧渔 | 转基因、粮食概念、玉米 | 中报增长+玉米种业+育种研发 |\n| 中国出版 | 601949 | 7.05 | 9.98% | 传媒 | 同花顺中特估100、NFT概念、国企改革 | AI应用+图书出版+中国出版集团 |\n| ◉海欣食品 | 002702 | 6.79 | 10.05% | 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\n### 二连板（12 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| 华盛昌 | 002980 | 129.91 | 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+伽蓝特订单+中报增长 |\n| 百合花 | 603823 | 63.84 | 9.99% | 基础化工 | 光刻胶、PEEK材料、钠离子电池 | 光刻胶+有机颜料+业绩增长 |\n| 华体科技 | 603679 | 26.15 | 10.01% | 电子 | 智慧灯杆、卫星导航、物联网 | 华为超充+低空经济+智慧路灯 |\n| 上海电影 | 601595 | 22.69 | 9.99% | 传媒 | 文化传媒概念、IP经济(谷子经济)、手机游戏 | AI影视+IP商业化+院线经营 |\n| 中京电子 | 002579 | 17.06 | 9.99% | 电子 | 先进封装、共封装光学(CPO)、PCB概念 | 高阶HDI+存储算力+高端PCB |\n| 华脉科技 | 603042 | 16.97 | 9.98% | 通信 | F5G概念、光纤概念、铜缆高速连接 | 光纤光缆+FPGA芯片+中报扭亏 |\n| 集泰股份 | 002909 | 8.72 | 9.96% | 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+胶粘剂涂料 |\n| 桂林旅游 | 000978 | 8.01 | 10.03% | 休闲服务 | 旅游概念、国企改革、文化传媒概念 | AI文旅+景区旅游+票务整合 |\n| 中百集团 | 000759 | 7.70 | 10.00% | 商业贸易 | 免税店、预制菜、农业种植 | 商业零售+硬折扣+本地生活 |\n| 读者传媒 | 603999 | 7.29 | 9.95% | 传媒 | IP经济(谷子经济)、文化传媒概念、农村电商 | AIGC出版+数字出版+出版主业 |\n| 澳洋健康 | 002172 | 5.09 | 9.94% | 医药生物 | 高压氧舱、民营医院、毛发医疗 | 脑机接口+医疗服务+国企改革 |\n| 金正大 | 002470 | 2.53 | 10.00% | 基础化工 | 化肥、生态农业、农村电商 | 复合肥+磷化工+缓控释肥 |\n\n### 首板（55 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| 圣晖集成 | 603163 | 85.61 | 10.00% | 建筑装饰 | 中芯国际概念、芯片概念、富士康概念 | 洁净室工程+中标大单+海外业务 |\n| 艾艾精工 | 603580 | 73.99 | 10.01% | 塑料 | 人民币贬值受益、海峡两岸、消费电子概念 | 轻型输送带+精密金属结构件+控制权拟变更 |\n| 奥浦迈 | 688293 | 68.29 | 20.00% | 医药生物 | CRO概念、重组蛋白、2026中报预增 | 细胞培养基+临床前CRO+半年报增长 |\n| 三孚股份 | 603938 | 44.43 | 10.00% | 基础化工 | 光纤概念、存储芯片、有机硅概念 | 二氯二氢硅反倾销+高纯四氯化硅+光纤概念+存储芯片 |\n| 和顺石油 | 603353 | 37.96 | 10.00% | 炼化及贸 | 华为数字能源、芯片概念、2026中报预增 | 半导体IP+LPDDR5X+成品油 |\n| 中信出版 | 300788 | 31.75 | 19.99% | 传媒 | IP经济(谷子经济)、知识产权保护、文化传媒概念 | 金融信息平台+AI出版+IP运营 |\n| 中曼石油 | 603619 | 24.90 | 9.98% | 石油石化 | 俄乌冲突概念、天然气、新疆振兴 | 油气开采+坚戈油田+海外布局+机器人概念 |\n| 粤桂股份 | 000833 | 22.83 | 10.02% | 综合 | 磷化工、化肥、氟化工概念 | 硫铁矿+精制磷酸+光伏银粉+业绩增长 |\n| 东亚药业 | 605177 | 22.06 | 10.02% | 医药生物 | 阿尔茨海默概念、仿制药一致性评价、合成生物 | 头孢回暖+原料药出口+制剂拓展 |\n| 热威股份 | 603075 | 20.93 | 9.98% | 家用电器 | 医疗器械概念、家用电器、智能家居 | 电热元件+智能家电+新能源车 |\n| 金牛化工 | 600722 | 19.77 | 10.02% | 基础化工 | 煤化工概念、国企改革、京津冀一体化 | 甲醇+风电项目+业绩增长 |\n| 中粮糖业 | 600737 | 18.16 | 9.99% | 农林牧渔 | 农业种植、乡村振兴、新疆振兴 | 食糖全产业链+药用糖+央企 |\n| 祥龙电业 | 600769 | 16.91 | 10.02% | 公用事业 | 国企改革、环保、环境治理 | 存算基地+半导体客户+供水主业+产能扩张 |\n| 生 意 宝 | 002095 | 16.31 | 9.98% | 数字媒体 | 互联网金融、虚拟数字人、区块链 | 大宗电商+AI应用+业绩扭亏 |\n| 永安药业 | 002365 | 16.08 | 9.99% | 医药生物 | 维生素、宠物经济、医药电商 | 牛磺酸+肌酸业务+中报增长 |\n| 深华发Ａ | 000020 | 13.70 | 10.04% | 电子 | 物业管理、粤港澳大湾区、电子 | 显示器+深圳旧改+物业经营 |\n| 富临运业 | 002357 | 12.60 | 10.04% | 交通运输 | 网约车、充电桩、旅游概念 | 道路客运+低空经济+国资入主 |\n| 华康股份 | 605077 | 12.53 | 10.01% | 基础化工 | 代糖概念、玉米、高股息精选 | 糖醇+玉米加工+食品配料 |\n| 新安股份 | 600596 | 12.08 | 10.02% | 基础化工 | 有机硅概念、硅能源、光纤概念 | 农化+草甘膦+有机硅+AI液冷 |\n| 武汉凡谷 | 002194 | 11.08 | 10.03% | 通信 | 6G概念、毫米波雷达、卫星导航 | 6G预研+滤波器+卫星通信 |\n| 苏垦农发 | 601952 | 10.59 | 9.97% | 农林牧渔 | 玉米、转基因、大豆 | 粮食种植+油脂整合+全产业链 |\n| 精艺股份 | 002295 | 10.53 | 10.03% | 有色金属 | 金属铜、虚拟电厂、国企改革 | 铜板采购+铜加工+国资控股 |\n| 欧福蛋业 | 920371 | 10.25 | 29.91% | 农林牧渔 | 预制菜、农林牧渔、农产品加工 | |\n| 深物业A | 000011 | 9.49 | 9.97% | 房地产 | 深圳国企改革、物业管理、化债概念(AMC概念) | 房地产开发+物业管理+深圳国资 |\n| 川发龙蟒 | 002312 | 9.34 | 10.01% | 基础化工 | 化肥、磷化工、农村电商 | 磷化工+磷矿资源+新能源材料 |\n| 保龄宝 | 002286 | 9.25 | 9.99% | 农林牧渔 | 代糖概念、玉米、三胎概念 | 功能糖+减糖甜味剂+玉米加工 |\n| 法尔胜 | 000890 | 9.16 | 9.96% | 公用事业 | 污水处理、净水概念、独角兽概念 | 参股光纤+环保业务+金属制品 |\n| 黑猫股份 | 002068 | 9.10 | 10.04% | 橡胶 | 超级电容、固态电池、锂电池概念 | 超级电容+导电炭黑+炭黑龙头 |\n| 精华制药 | 002349 | 8.42 | 10.07% | 医药生物 | 医药电商、仿制药一致性评价、肝炎概念 | 中药+创新药+原料药 |\n| 出版传媒 | 601999 | 8.02 | 10.01% | 传媒 | IP经济(谷子经济)、参股保险、文化传媒概念 | 出版发行+AI应用+数智基金 |\n| 合众思壮 | 002383 | 7.81 | 10.00% | 国防军工 | 时空大数据、水利、智慧城市 | 农机+北斗导航+商业航天 |\n| 新 华 都 | 002264 | 7.71 | 9.99% | 广告营销 | 网红经济、跨境电商、统一大市场 | AI营销+电商白酒+减持未实施 |\n| 国脉科技 | 002093 | 7.69 | 10.01% | 传媒 | 互联网金融、职业教育、数据确权 | 通信服务+养老AI+身联网+AI应用 |\n| 天禾股份 | 002999 | 7.37 | 10.00% | 基础化工 | 供销社、农业种植、粮食概念 | 化肥农药+农资流通+供销社 |\n| 贵州燃气 | 600903 | 7.25 | 10.02% | 公用事业 | 地下管网、页岩气、天然气 | 高纯氦气+天然气+页岩气+并购重组 |\n| 大连友谊 | 000679 | 7.21 | 10.08% | 商业贸易 | 跨境电商、商贸零售、零售 | 新零售+大连零售+拟国资入主 |\n| 瑞尔特 | 002790 | 6.99 | 10.08% | 轻工制造 | 养老概念、跨境电商、福建自贸区 | 智能卫浴+适老卫浴+冲水组件+海峡两岸 |\n| 华昌化工 | 002274 | 6.69 | 10.03% | 基础化工 | 煤化工概念、化肥、钒电池 | 化肥+煤化工+控制权变更 |\n| 慈文传媒 | 002343 | 6.19 | 9.95% | 传媒 | IP经济(谷子经济)、文化传媒概念、短剧游戏 | 影视IP+短剧+江西国资 |\n| 华锦股份 | 000059 | 6.15 | 10.02% | 炼化及贸 | 化肥、煤化工概念、石墨电极 | 尿素+石化炼化+中报扭亏 |\n| 中钢国际 | 000928 | 5.96 | 9.96% | 建筑装饰 | 同花顺中特估100、高股息精选、国企改革 | 海外EPC+低碳冶金+订单增长 |\n| 中粮科技 | 000930 | 5.83 | 10.00% | 农林牧渔 | 玉米、粮食概念、生态农业 | 功能糖+淀粉糖+燃料乙醇 |\n| 香江控股 | 600162 | 5.50 | 10.00% | 房地产 | 物业管理、民营医院、养老概念 | 算力服务+家居商贸+城市发展 |\n| 赤天化 | 600227 | 4.96 | 9.98% | 基础化工 | 化肥、煤炭概念、煤化工概念 | 甲醇+尿素+煤化工+中报扭亏 |\n| 泸天化 | 000912 | 4.73 | 10.00% | 基础化工 | 化肥、煤化工概念、乡村振兴 | 尿素出口+化肥+精细化工 |\n| 博瑞传播 | 600880 | 4.58 | 10.10% | 传媒 | NFT概念、短剧游戏、文化传媒概念 | AI应用+数字文创+成都国资 |\n| 云煤能源 | 600792 | 4.47 | 10.10% | 焦炭Ⅱ | 煤炭概念、煤化工概念、国企改革 | 焦炭产销+钢企直供+焦化主业 |\n| ⚡红棉股份 | 000523 | 3.96 | 10.00% | 综合 | 啤酒概念、代糖概念、物业管理 | 食糖业务+饮料品牌+半年报增长 |\n| 我爱我家 | 000560 | 3.44 | 9.90% | 房地产 | 租售同权、物业管理、京津冀一体化 | 房产经纪+AI应用+净利增长 |\n| 潞化科技 | 600691 | 3.36 | 10.16% | 基础化工 | 化肥、煤化工概念、天然气 | 尿素化肥+化工装备+半年报扭亏 |\n| 盈新发展 | 000620 | 3.32 | 9.93% | 房地产 | 芯片概念、MCU芯片、存储芯片 | 存储芯片+封测+拟定增 |\n| 世联行 | 002285 | 2.60 | 10.17% | 房地产 | 租售同权、物业管理、特色小镇 | 房地产服务+大资管+珠海国资 |\n| 和邦生物 | 603077 | 2.53 | 10.00% | 基础化工 | 化肥、磷化工、草甘膦 | 磷矿+草甘膦+蛋氨酸 |\n| 亚泰集团 | 600881 | 2.07 | 10.11% | 综合 | 禽流感、生物疫苗、医药电商 | 建材+医药+国资划转+预重整 |\n| 众泰汽车 | 000980 | 1.84 | 10.18% | 汽车 | 百度概念、一带一路、新能源汽车 | 自研车型+新能源整车+海外布局 |\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 | 34 | 红棉股份、亚盛集团、博瑞传播、读者传媒、桂林旅游、中百集团、中粮糖业、精艺股份 |\n| 基础化工 | 17 | 三孚股份、百合花、泸天化、川发龙蟒、金正大、粤桂股份、赤天化、黑猫股份 |\n| 西部大开发 | 16 | 亚盛集团、博瑞传播、读者传媒、桂林旅游、中粮糖业、敦煌种业、我爱我家、泸天化 |\n| 乡村振兴 | 15 | 亚盛集团、博瑞传播、中百集团、中粮糖业、敦煌种业、泸天化、苏垦农发、川发龙蟒 |\n| 2026中报预增 | 12 | 红棉股份、三孚股份、敦煌种业、粤桂股份、华盛昌、和顺石油、永安药业、华昌化工 |\n| 数字经济 | 12 | 博瑞传播、精艺股份、中京电子、中国出版、我爱我家、新 华 都、国脉科技、瑞尔特 |\n| 一带一路 | 11 | 中百集团、中国出版、众泰汽车、深物业A、集泰股份、永安药业、和邦生物、潞化科技 |\n| 跨境电商 | 10 | 爱仕达、亚盛集团、博瑞传播、中百集团、新 华 都、生 意 宝、集泰股份、永安药业 |\n| 数据要素 | 10 | 博瑞传播、读者传媒、中国出版、我爱我家、中信出版、华体科技、新 华 都、国脉科技 |\n| DeepSeek概念 | 10 | 博瑞传播、桂林旅游、中信出版、华体科技、新 华 都、国脉科技、生 意 宝、华盛昌 |\n\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 新能源汽车 | 28 |\n| 国企改革 | 28 |\n| 华为概念 | 26 |\n| 5G | 25 |\n| 机器人概念 | 24 |\n| 芯片概念 | 21 |\n| 共封装光学(CPO) | 20 |\n| PCB概念 | 20 |\n| 消费电子概念 | 19 |\n| 汽车电子 | 19 |\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 | 601999 | 出版传媒 | 沪主板 | 传媒 | 0.00% | +0.00% | 拟出资2.4亿元参与设立数智产业投资基金，布局AI应用 |\n| 2 | 600722 | 金牛化工 | 沪主板 | 基础化工 | 0.00% | +0.00% | 甲醇及风电项目题材受资金关注，股价连续涨停大涨 |\n| 3 | 000059 | 华锦股份 | 深主板 | 石油石化 | 0.00% | +0.00% | 中报净利润3.65亿元同比扭亏为盈，业绩改善驱动 |\n| 4 | 000679 | 大连友谊 | 深主板 | 商贸零售 | 0.00% | +0.00% | 拟国资入主预期，叠加中报亏损收窄，股价上涨 |\n| 5 | 688293 | 奥浦迈 | 科创板 | 医药生物 | 0.00% | +0.00% | 中报净利润1.24亿元，半年报业绩增长 |\n| 6 | 603619 | 中曼石油 | 沪主板 | 石油石化 | 0.00% | +0.00% | 机器人概念受市场炒作，带动股价上涨 |\n| 7 | 002172 | 澳洋健康 | 深主板 | 医药生物 | 0.00% | +0.00% | 控股股东变更，拟转让亏损子公司股权，存重组预期 |\n| 8 | 002383 | 合众思壮 | 深主板 | 国防军工 | 0.00% | +0.00% | 生态农业概念走强，农机及北斗导航题材受资金关注 |\n| 9 | 603580 | 艾艾精工 | 沪主板 | 基础化工 | 0.00% | +0.00% | 控制权拟变更预期刺激股价创新高 |\n| 10 | 603163 | 圣晖集成 | 沪主板 | 建筑装饰 | 0.00% | +0.00% | 洁净室工程中标大单，富士康概念活跃，主力资金流入 |\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 | 601999 | 出版传媒 | 沪主板 | 传媒 | 0.00% | +0.00% | 拟出资2.4亿元参与设立数智产业投资基金，布局AI应用 |\n| 2 | 600722 | 金牛化工 | 沪主板 | 基础化工 | 0.00% | +0.00% | 甲醇及风电项目题材受资金关注，股价连续涨停大涨 |\n| 3 | 000059 | 华锦股份 | 深主板 | 石油石化 | 0.00% | +0.00% | 中报净利润3.65亿元同比扭亏为盈，业绩改善驱动 |\n| 4 | 000679 | 大连友谊 | 深主板 | 商贸零售 | 0.00% | +0.00% | 拟国资入主预期，叠加中报亏损收窄，股价上涨 |\n| 5 | 688293 | 奥浦迈 | 科创板 | 医药生物 | 0.00% | +0.00% | 中报净利润1.24亿元，半年报业绩增长 |\n| 6 | 603619 | 中曼石油 | 沪主板 | 石油石化 | 0.00% | +0.00% | 机器人概念受市场炒作，带动股价上涨 |\n| 7 | 002172 | 澳洋健康 | 深主板 | 医药生物 | 0.00% | +0.00% | 控股股东变更，拟转让亏损子公司股权，存重组预期 |\n| 8 | 002383 | 合众思壮 | 深主板 | 国防军工 | 0.00% | +0.00% | 生态农业概念走强，农机及北斗导航题材受资金关注 |\n| 9 | 603580 | 艾艾精工 | 沪主板 | 基础化工 | 0.00% | +0.00% | 控制权拟变更预期刺激股价创新高 |\n| 10 | 603163 | 圣晖集成 | 沪主板 | 建筑装饰 | 0.00% | +0.00% | 洁净室工程中标大单，富士康概念活跃，主力资金流入 |\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## 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",
"meta_by_name": {
"板块涨幅排行": {
"date": "2026-09-08",
"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": "代糖概念",
"pct": 5.18
},
{
"rank": 2,
"name": "草甘膦",
"pct": 4.94
},
{
"rank": 3,
"name": "玉米",
"pct": 4.42
},
{
"rank": 4,
"name": "化肥",
"pct": 4.26
},
{
"rank": 5,
"name": "转基因",
"pct": 3.5
},
{
"rank": 6,
"name": "供销社",
"pct": 3.49
},
{
"rank": 7,
"name": "粮食概念",
"pct": 3.47
},
{
"rank": 8,
"name": "大豆",
"pct": 3.45
},
{
"rank": 9,
"name": "农业种植",
"pct": 3.12
},
{
"rank": 10,
"name": "煤化工概念",
"pct": 2.92
}
],
"five_day": [
{
"rank": 1,
"name": "培育钻石",
"pct": 6.33
},
{
"rank": 2,
"name": "代糖概念",
"pct": 5.78
},
{
"rank": 3,
"name": "猪肉",
"pct": 5.03
},
{
"rank": 4,
"name": "玉米",
"pct": 4.6
},
{
"rank": 5,
"name": "养鸡",
"pct": 4.45
},
{
"rank": 6,
"name": "人造肉",
"pct": 4.12
},
{
"rank": 7,
"name": "土地流转",
"pct": 3.93
},
{
"rank": 8,
"name": "啤酒概念",
"pct": 3.92
},
{
"rank": 9,
"name": "预制菜",
"pct": 3.56
},
{
"rank": 10,
"name": "粮食概念",
"pct": 3.5
}
],
"ten_day": [
{
"rank": 1,
"name": "玉米",
"pct": 17.88
},
{
"rank": 2,
"name": "转基因",
"pct": 16.52
},
{
"rank": 3,
"name": "粮食概念",
"pct": 15.43
},
{
"rank": 4,
"name": "AI视频",
"pct": 12.42
},
{
"rank": 5,
"name": "大豆",
"pct": 11.4
},
{
"rank": 6,
"name": "农业种植",
"pct": 10.94
},
{
"rank": 7,
"name": "农村电商",
"pct": 10.64
},
{
"rank": 8,
"name": "供销社",
"pct": 10.48
},
{
"rank": 9,
"name": "代糖概念",
"pct": 10.21
},
{
"rank": 10,
"name": "草甘膦",
"pct": 9.98
}
]
},
"涨跌停情绪": {
"date": "2026-09-08",
"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": [
"2026-09-02",
"2026-09-03",
"2026-09-04",
"2026-09-07",
"2026-09-08"
],
"limit_up": [
54.0,
46.0,
41.0,
95.0,
74.0
],
"limit_down": [
8.0,
16.0,
9.0,
2.0,
0.0
],
"ratio": [
6.75,
2.88,
4.56,
47.5,
Infinity
],
"lianban_count": [
14.0,
0.0,
0.0,
4.0,
1.0
],
"market_height": [
5.0,
0.0,
0.0,
0.0,
0.0
],
"bomb_count": 37,
"bomb_rate": 33.3
}
},
"市场广度": {
"date": "2026-09-08",
"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": [
"2026-09-02",
"2026-09-03",
"2026-09-04",
"2026-09-07",
"2026-09-08"
],
"up_count": [
1541.0,
1846.0,
2444.0,
3167.0,
3417.0
],
"down_count": [
3900.0,
3570.0,
2914.0,
2196.0,
2026.0
],
"ratio": [
0.4,
0.52,
0.84,
1.44,
1.69
]
}
},
"主力资金流向": {
"date": "2026-09-08",
"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）。"
},
"人气榜": {
"date": "2026-09-08",
"em_popularity": [
{
"rank": 1,
"code": "600127",
"name": "金健米业",
"price": 14.79,
"pct": 9.31,
"rank_chg": 0,
"sector": ""
},
{
"rank": 2,
"code": "002579",
"name": "中京电子",
"price": 17.06,
"pct": 9.99,
"rank_chg": 2,
"sector": ""
},
{
"rank": 3,
"code": "603618",
"name": "杭电股份",
"price": 40.11,
"pct": 8.52,
"rank_chg": 118,
"sector": ""
},
{
"rank": 4,
"code": "605577",
"name": "龙版传媒",
"price": 18.67,
"pct": 9.12,
"rank_chg": 7,
"sector": ""
},
{
"rank": 5,
"code": "600869",
"name": "远东股份",
"price": 22.66,
"pct": 8.52,
"rank_chg": 74,
"sector": ""
},
{
"rank": 6,
"code": "600108",
"name": "亚盛集团",
"price": 5.28,
"pct": 10.0,
"rank_chg": -1,
"sector": ""
},
{
"rank": 7,
"code": "600354",
"name": "敦煌种业",
"price": 10.48,
"pct": 9.97,
"rank_chg": 8,
"sector": ""
},
{
"rank": 8,
"code": "601086",
"name": "国芳集团",
"price": 14.95,
"pct": 7.4,
"rank_chg": -2,
"sector": ""
},
{
"rank": 9,
"code": "600722",
"name": "金牛化工",
"price": 19.77,
"pct": 10.02,
"rank_chg": 46,
"sector": ""
},
{
"rank": 10,
"code": "600103",
"name": "青山纸业",
"price": 4.05,
"pct": 3.58,
"rank_chg": -3,
"sector": ""
}
],
"ths_popularity": [
{
"rank": 1,
"code": "600127",
"name": "金健米业",
"heat": "5842339",
"pct": 9.3126,
"rank_chg": 0,
"concepts": [
"玉米",
"粮食概念"
],
"tag": "持续上榜",
"sector": ""
},
{
"rank": 2,
"code": "300308",
"name": "中际旭创",
"heat": "3124267",
"pct": 0.4352,
"rank_chg": 0,
"concepts": [
"共封装光学(CPO)",
"F5G概念"
],
"tag": "",
"sector": ""
},
{
"rank": 3,
"code": "601086",
"name": "国芳集团",
"heat": "3046148",
"pct": 7.3994,
"rank_chg": 2,
"concepts": [
"IP经济(谷子经济)",
"参股券商"
],
"tag": "8天6板",
"sector": ""
},
{
"rank": 4,
"code": "600869",
"name": "远东股份",
"heat": "3021724",
"pct": 8.5249,
"rank_chg": 0,
"concepts": [
"PET铜箔",
"光纤概念"
],
"tag": "",
"sector": ""
},
{
"rank": 5,
"code": "688795",
"name": "摩尔线程",
"heat": "2967853",
"pct": -3.7017,
"rank_chg": -2,
"concepts": [
"科创次新股",
"芯片概念"
],
"tag": "",
"sector": ""
},
{
"rank": 6,
"code": "605577",
"name": "龙版传媒",
"heat": "2946209",
"pct": 9.1175,
"rank_chg": 0,
"concepts": [
"IP经济(谷子经济)",
"黑龙江自贸区"
],
"tag": "7天6板",
"sector": ""
},
{
"rank": 7,
"code": "688836",
"name": "宇树科技",
"heat": "2508489",
"pct": -2.3623,
"rank_chg": 0,
"concepts": [
"科创次新股",
"注册制次新股"
],
"tag": "持续上榜",
"sector": ""
},
{
"rank": 8,
"code": "600722",
"name": "金牛化工",
"heat": "2400654",
"pct": 10.0167,
"rank_chg": 2,
"concepts": [
"煤化工概念",
"国企改革"
],
"tag": "首板涨停",
"sector": ""
},
{
"rank": 9,
"code": "603618",
"name": "杭电股份",
"heat": "2384433",
"pct": 8.5227,
"rank_chg": 2,
"concepts": [
"光纤概念",
"PET铜箔"
],
"tag": "",
"sector": ""
},
{
"rank": 10,
"code": "688825",
"name": "长鑫科技",
"heat": "2308421",
"pct": -0.1368,
"rank_chg": -2,
"concepts": [
"小米概念",
"消费电子概念"
],
"tag": "",
"sector": ""
}
],
"source": "东财人气榜 `emappdata.eastmoney.com/stockrank/getAllCurrentList`（名称/价格经 `push2delay.eastmoney.com` 补全）；同花顺热榜 `dq.10jqka.com.cn/fuyao/hot_list_data`（零鉴权）。两榜口径不同：东财按「人气活跃度」综合排名，同花顺按「热度值」排序，交叉出现的个股代表跨平台共识热点。",
"resolved_source": "em:a_stock_data, ths:a_stock_data_mcp"
},
"板块跌幅排行": {
"date": "2026-09-08",
"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": "同花顺果指数",
"pct": -2.29
},
{
"rank": 2,
"name": "中国AI 50",
"pct": -1.49
},
{
"rank": 3,
"name": "光刻机",
"pct": -1.27
},
{
"rank": 4,
"name": "无线充电",
"pct": -1.22
},
{
"rank": 5,
"name": "MLOps概念",
"pct": -1.12
}
],
"five_day": [
{
"rank": 1,
"name": "注册制次新股",
"pct": -3.95
},
{
"rank": 2,
"name": "国家大基金持股",
"pct": -3.87
},
{
"rank": 3,
"name": "中国AI 50",
"pct": -3.48
},
{
"rank": 4,
"name": "MLCC概念",
"pct": -2.78
},
{
"rank": 5,
"name": "同花顺果指数",
"pct": -2.57
}
],
"ten_day": [
{
"rank": 1,
"name": "注册制次新股",
"pct": -2.5
},
{
"rank": 2,
"name": "细胞免疫治疗",
"pct": -2.4
},
{
"rank": 3,
"name": "国家大基金持股",
"pct": -2.36
},
{
"rank": 4,
"name": "青蒿素",
"pct": -2.35
},
{
"rank": 5,
"name": "CRO概念",
"pct": -2.13
}
]
},
"成交额前10个股": {
"date": "2026-09-08",
"top_turnover": [
{
"rank": 1,
"code": "300308",
"name": "中际旭创",
"amount": 26222814282.52,
"pct": 0.435189,
"turnover_rate": 2.5919999999999996,
"price": 902.37
},
{
"rank": 2,
"code": "300750",
"name": "宁德时代",
"amount": 17445391393.24,
"pct": -3.650201,
"turnover_rate": 1.22,
"price": 335.49
},
{
"rank": 3,
"code": "300502",
"name": "新易盛",
"amount": 15575062311.56,
"pct": -0.191755,
"turnover_rate": 2.945,
"price": 416.4
},
{
"rank": 4,
"code": "603986",
"name": "兆易创新",
"amount": 14605531473.35,
"pct": 0.134911,
"turnover_rate": 5.587000000000001,
"price": 385.96
},
{
"rank": 5,
"code": "688825",
"name": "长鑫科技",
"amount": 11565981909.1,
"pct": -0.136822,
"turnover_rate": 4.392,
"price": 58.39
},
{
"rank": 6,
"code": "002436",
"name": "兴森科技",
"amount": 11411550850.61,
"pct": 9.170068,
"turnover_rate": 18.75,
"price": 40.12
},
{
"rank": 7,
"code": "002384",
"name": "东山精密",
"amount": 11021938675.18,
"pct": -2.1674100000000003,
"turnover_rate": 4.192,
"price": 186.42
},
{
"rank": 8,
"code": "603083",
"name": "剑桥科技",
"amount": 10945313611.96,
"pct": 7.329085,
"turnover_rate": 17.737,
"price": 222.3
},
{
"rank": 9,
"code": "300394",
"name": "天孚通信",
"amount": 10887698529.06,
"pct": -3.1835210000000003,
"turnover_rate": 3.7760000000000002,
"price": 258.5
},
{
"rank": 10,
"code": "600183",
"name": "生益科技",
"amount": 10247536038.05,
"pct": -1.2622339999999999,
"turnover_rate": 2.862,
"price": 146.28
}
],
"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。"
},
"涨停板复盘": {
"date": "2026-09-08",
"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": "000523",
"name": "红棉股份",
"price": 3.96,
"pct": 10.0,
"amount": 496869952,
"float_cap": 7107479493.84,
"turnover": 6.99,
"limit_days": 1,
"first_seal": "09:25:00",
"last_seal": "09:25:00",
"seal_fund": 201191958,
"break_times": 0,
"industry": "综合",
"zt_stat": "1天1板",
"reason": "食糖业务+饮料品牌+半年报增长",
"high_days": "首板",
"board_type": "一字板",
"seal_rate": 0.6666666666666666
},
{
"code": "002403",
"name": "爱仕达",
"price": 13.65,
"pct": 9.99,
"amount": 592205184,
"float_cap": 4056253847.1,
"turnover": 14.69,
"limit_days": 4,
"first_seal": "09:25:00",
"last_seal": "09:34:03",
"seal_fund": 83718439,
"break_times": 1,
"industry": "家用电器",
"zt_stat": "4天4板",
"reason": "人形机器人+工业机器人+炊具小家电",
"high_days": "4天4板",
"board_type": "T字板",
"seal_rate": 1.0
},
{
"code": "002702",
"name": "海欣食品",
"price": 6.79,
"pct": 10.05,
"amount": 598325984,
"float_cap": 3114870062.5,
"turnover": 19.39,
"limit_days": 3,
"first_seal": "09:25:00",
"last_seal": "09:36:39",
"seal_fund": 68849242,
"break_times": 2,
"industry": "食品饮料",
"zt_stat": "3天3板",
"reason": "速冻食品+山姆渠道+营收增长+海峡两岸",
"high_days": "3天3板",
"board_type": "T字板",
"seal_rate": 0.7857142857142857
},
{
"code": "600865",
"name": "百大集团",
"price": 13.74,
"pct": 10.01,
"amount": 58836892,
"float_cap": 5169541941.84,
"turnover": 1.14,
"limit_days": 4,
"first_seal": "09:25:01",
"last_seal": "09:25:01",
"seal_fund": 235053463,
"break_times": 0,
"industry": "商业贸易",
"zt_stat": "4天4板",
"reason": "商业零售+恒隆租约+物业租赁",
"high_days": "4天4板",
"board_type": "一字板",
"seal_rate": 0.9090909090909091
},
{
"code": "603938",
"name": "三孚股份",
"price": 44.43,
"pct": 10.0,
"amount": 184284088,
"float_cap": 17000006401.71,
"turnover": 1.08,
"limit_days": 1,
"first_seal": "09:25:02",
"last_seal": "09:25:02",
"seal_fund": 212107042,
"break_times": 0,
"industry": "基础化工",
"zt_stat": "1天1板",
"reason": "二氯二氢硅反倾销+高纯四氯化硅+光纤概念+存储芯片",
"high_days": "首板",
"board_type": "一字板",
"seal_rate": 0.8148148148148148
},
{
"code": "600108",
"name": "亚盛集团",
"price": 5.28,
"pct": 10.0,
"amount": 88953005,
"float_cap": 10279711838.880001,
"turnover": 0.87,
"limit_days": 4,
"first_seal": "09:25:03",
"last_seal": "09:25:03",
"seal_fund": 555415132,
"break_times": 0,
"industry": "农林牧渔",
"zt_stat": "9天5板",
"reason": "玉米制种+现代农业+甘肃国资",
"high_days": "4天4板",
"board_type": "一字板",
"seal_rate": 0.8571428571428571
},
{
"code": "600880",
"name": "博瑞传播",
"price": 4.58,
"pct": 10.1,
"amount": 67350576,
"float_cap": 5006078201.5,
"turnover": 1.35,
"limit_days": 1,
"first_seal": "09:25:03",
"last_seal": "09:25:03",
"seal_fund": 100469325,
"break_times": 0,
"industry": "传媒",
"zt_stat": "1天1板",
"reason": "AI应用+数字文创+成都国资",
"high_days": "首板",
"board_type": "一字板",
"seal_rate": 0.5
},
{
"code": "603042",
"name": "华脉科技",
"price": 16.97,
"pct": 9.98,
"amount": 112590112,
"float_cap": 3542772460.24,
"turnover": 3.18,
"limit_days": 2,
"first_seal": "09:25:03",
"last_seal": "09:25:03",
"seal_fund": 74463239,
"break_times": 0,
"industry": "通信",
"zt_stat": "2天2板",
"reason": "光纤光缆+FPGA芯片+中报扭亏",
"high_days": "2天2板",
"board_type": "一字板",
"seal_rate": 0.8
},
{
"code": "603999",
"name": "读者传媒",
"price": 7.29,
"pct": 9.95,
"amount": 69140110,
"float_cap": 4199040000.0,
"turnover": 1.65,
"limit_days": 2,
"first_seal": "09:25:03",
"last_seal": "09:25:03",
"seal_fund": 129885638,
"break_times": 0,
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"theme": "IP经济(谷子经济)",
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"慈文传媒",
"上海电影",
"盈新发展",
"出版传媒"
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},
{
"theme": "低空经济",
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"华体科技",
"集泰股份",
"天禾股份",
"富临运业",
"合众思壮"
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},
{
"theme": "电力",
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"贵州燃气",
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"和邦生物",
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"金牛化工"
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},
{
"theme": "养老概念",
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"香江控股",
"瑞尔特",
"世联行",
"精华制药",
"澳洋健康"
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},
{
"theme": "虚拟数字人",
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"桂林旅游",
"中国出版",
"华体科技",
"新 华 都",
"生 意 宝"
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},
{
"theme": "腾讯概念",
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"读者传媒",
"桂林旅游",
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"华体科技",
"慈文传媒"
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},
{
"theme": "军工",
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"富临运业",
"合众思壮"
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},
{
"theme": "天然气",
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"富临运业",
"中曼石油"
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},
{
"theme": "代糖概念",
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"华康股份",
"保龄宝"
]
},
{
"theme": "粮食概念",
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"敦煌种业",
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"苏垦农发",
"天禾股份"
]
},
{
"theme": "生态农业",
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"敦煌种业",
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"金正大",
"合众思壮"
]
},
{
"theme": "知识产权保护",
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"读者传媒",
"中国出版",
"中信出版",
"出版传媒"
]
},
{
"theme": "通信",
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"中京电子",
"武汉凡谷",
"国脉科技",
"集泰股份"
]
},
{
"theme": "物联网",
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"中京电子",
"华体科技",
"国脉科技",
"华盛昌"
]
},
{
"theme": "土地流转",
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"粤桂股份"
]
},
{
"theme": "福建自贸区",
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"新 华 都",
"国脉科技",
"瑞尔特"
]
},
{
"theme": "参股券商",
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"读者传媒",
"亚泰集团",
"出版传媒"
]
},
{
"theme": "鸿蒙概念",
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"我爱我家",
"国脉科技",
"华盛昌"
]
},
{
"theme": "智慧城市",
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"华体科技",
"合众思壮"
]
},
{
"theme": "农产品加工",
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"保龄宝",
"欧福蛋业"
]
},
{
"theme": "其他农产品加工",
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"保龄宝",
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]
},
{
"theme": "尿素",
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"华昌化工",
"潞化科技"
]
},
{
"theme": "三胎概念",
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"永安药业",
"保龄宝",
"澳洋健康"
]
},
{
"theme": "人民币贬值受益",
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"永安药业",
"艾艾精工"
]
},
{
"theme": "工业互联网",
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"中京电子"
]
},
{
"theme": "智能物流",
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]
},
{
"theme": "预制菜",
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"欧福蛋业"
]
},
{
"theme": "光纤概念",
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]
},
{
"theme": "有机硅概念",
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]
},
{
"theme": "种植业与林业",
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]
},
{
"theme": "数据确权",
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"出版传媒"
]
},
{
"theme": "百度概念",
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"众泰汽车",
"中信出版"
]
},
{
"theme": "农村电商",
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"川发龙蟒",
"金正大"
]
},
{
"theme": "统一大市场",
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"生 意 宝"
]
},
{
"theme": "电子",
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"深华发Ａ"
]
},
{
"theme": "转基因",
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},
{
"theme": "中俄贸易概念",
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]
},
{
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]
},
{
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},
{
"theme": "体育产业",
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]
},
{
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},
{
"theme": "磷矿",
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},
{
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},
{
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},
{
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},
{
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},
{
"theme": "广东自贸区",
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]
},
{
"theme": "共同富裕示范区",
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]
},
{
"theme": "独角兽概念",
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]
},
{
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]
},
{
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},
{
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},
{
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]
},
{
"theme": "小红书概念",
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},
{
"theme": "阿里巴巴概念",
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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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},
{
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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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},
{
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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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},
{
"theme": "小米概念",
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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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]
},
{
"theme": "智慧政务",
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]
},
{
"theme": "换电概念",
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"reps": [
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},
{
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},
{
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"reps": [
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},
{
"theme": "赛马概念",
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"reps": [
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},
{
"theme": "快手概念",
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},
{
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"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）。",
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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。另需填写 home_summary 字段：面向 App 首页横幅的一句话盘面总结（15-40 字），结论前置，点明情绪档位/强度/溢价或主线方向之一两个关键点，克制不喊单，示例：「情绪过热——CPO主线涨停18家领涨，溢价+4.5%承接强，明日防分歧」。【程序已计算的周期状态参考】情绪周期 4级·活跃、投机强度分 +22.9。若顶背离（top）：一句话总结需提示兑现/分歧风险；若底背离（bottom）：可提示留意修复机会；无背离不必提及。",
"recap": "你是 A股分维度复盘撰写者。对以下四个维度各输出一段总结（每段 40-90 字，结论前置）：①market 大盘：指数涨跌与量能、涨跌家数/市场宽度；②lianban 连板情绪：涨停/连板家数、最高板、晋级与封板情况、赚钱效应；③tech 科技线：科技池整体表现与最强/最弱赛道；④sector 板块：领涨领跌板块与板块效应主线变化。每段必须结合当日异动信号（量能突变、强度分/周期等级跳变、顶/底背离、退潮预警、拐点信号、新高反包、板块大幅异动等，以数据中实际出现者为准）；该维度当日确无异动则以「无异动」收尾。仅依据给定数据，不编造、不预测点位、不喊单。【程序已计算的周期状态参考】情绪周期 4级·活跃、投机强度分 +22.9。若顶背离（top）：大盘与连板两段需提示兑现/分歧风险；若底背离（bottom）：可提示留意修复机会；若当日触发退潮预警（warn）：大盘/连板段需明确提示防守。",
"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。"
},
"cycle_focus": {
"level": 4,
"label": "活跃",
"score": 22.9,
"diverge": null
},
"slot_schema": {
"dashboard": [
"mood",
"volume",
"mainline",
"limit_up",
"limit_down",
"bomb_rate",
"up_ratio",
"comment",
"home_summary"
],
"recap": [
"market",
"lianban",
"tech",
"sector"
],
"opening": [
"summary"
],
"mainline": [
"items"
]
},
"data_health": {
"skipped_modules": [],
"failed_modules": [],
"degraded_modules": [],
"quota_exhausted": false,
"notice": ""
}
}