{ "date": "2026-09-29", "schema_version": 4, "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** | **57** | 占比 83.8% |\n| **跌停家数** | **11** | 占比 16.2% |\n| 涨跌比 | **5.18** | 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 | **6** 板 | 最高连板天数 |\n| **炸板率** | **12.3%** | 炸板 8 家 /（涨停 57 + 炸板 8），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| 2026-09-22 | 64 | 5 | 12.80 | 0 | 0 |\n| 2026-09-23 | 51 | 14 | 3.64 | 0 | 0 |\n| 2026-09-24 | 52 | 15 | 3.47 | 0 | 5 |\n| 2026-09-28 | 35 | 57 | 0.61 | 0 | 5 |\n| 2026-09-29 | 57 | 11 | 5.18 | 0 | 6 |\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## 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 | | — | — |\n| 2 | | — | — |\n| 3 | | — | — |\n| 4 | | — | — |\n| 5 | | — | — |\n| 6 | | — | — |\n| 7 | | — | — |\n| 8 | | — | — |\n| 9 | | — | — |\n| 10 | | — | — |\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 | 沈鼓集团 | -9.09% | — |\n| 2 | 亨通光电 | -5.82% | — |\n| 3 | 平潭发展 | -3.85% | — |\n| 4 | 江淮汽车 | +3.25% | — |\n| 5 | 新华传媒 | +10.06% | — |\n| 6 | 万科A | +9.97% | — |\n| 7 | 新华文轩 | +9.99% | — |\n| 8 | 金健米业 | -9.97% | — |\n| 9 | 有研新材 | -3.74% | — |\n| 10 | 会稽山 | -9.99% | — |\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| 快手概念 | +3.15% | — | — | — |\n| 租售同权 | +3.04% | +1.36% | +7.37% | — |\n| 深圳国企改革 | +2.95% | +0.81% | — | — |\n| AI视频 | +2.88% | — | — | — |\n| 知识产权保护 | +2.75% | — | — | — |\n| 短剧游戏 | +2.64% | — | — | — |\n| 物业管理 | +2.34% | — | — | — |\n| 钠离子电池 | +2.33% | — | — | — |\n| 小红书概念 | +2.32% | — | — | — |\n| 拼多多概念 | +2.27% | -0.29% | — | — |\n| CRO概念 | — | — | +6.80% | — |\n| 细胞免疫治疗 | — | — | +6.60% | — |\n| 基因测序 | — | — | +4.76% | — |\n| 辅助生殖 | — | — | +4.35% | — |\n| 减肥药 | — | — | +4.16% | — |\n| 家庭医生 | — | +0.60% | — | — |\n| 染料 | — | -0.28% | +4.55% | — |\n| 重组蛋白 | — | -0.35% | +8.25% | — |\n| 共享单车 | — | -0.40% | — | — |\n| 足球概念 | — | -0.42% | — | — |\n| 猴痘概念 | — | -0.56% | +5.36% | — |\n| 阿尔茨海默概念 | — | -0.57% | +4.64% | — |\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** | **3471** | 64.2% | 全市场上涨个股数 |\n| **下跌家数** | **1933** | 35.8% | 全市场下跌个股数 |\n| 上涨/下跌比 | **1.80** | — | >1 偏多，<1 偏空 |\n> 下方「市场广度」组合图（上涨/下跌堆叠柱 + 涨跌比折线）由 ECharts 渲染，可悬浮查看数值。\n\n\n\n---\n\n## 板块跌幅排行\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| 培育钻石 | -1.82% | — | — |\n| 玉米 | -0.84% | — | — |\n| 转基因 | -0.75% | -8.42% | -6.10% |\n| 民爆概念 | -0.68% | — | — |\n| 新股与次新股 | -0.60% | — | — |\n| 铜缆高速连接 | — | -9.80% | -5.70% |\n| F5G概念 | — | -8.71% | — |\n| 光纤概念 | — | -8.17% | — |\n| MLCC概念 | — | -7.78% | — |\n| 大豆 | — | — | -6.02% |\n| 黄金概念 | — | — | -5.48% |\n| 草甘膦 | — | — | -5.48% |\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 | 130.99 | -0.24% | 1.45% | 813.01 |\n| 2 | 600487 | 亨通光电 | 113.44 | -5.82% | 8.16% | 57.11 |\n| 3 | 300502 | 新易盛 | 100.62 | -1.70% | 2.03% | 392.91 |\n| 4 | 300750 | 宁德时代 | 86.09 | -1.78% | 0.70% | 286.80 |\n| 5 | 688825 | 长鑫科技 | 82.02 | +3.25% | 3.32% | 55.55 |\n| 6 | 603986 | 兆易创新 | 75.88 | +2.53% | 3.12% | 367.57 |\n| 7 | 300394 | 天孚通信 | 73.60 | +4.57% | 2.68% | 255.99 |\n| 8 | 688256 | 寒武纪 | 73.39 | +2.55% | 1.12% | 1046.00 |\n| 9 | 301716 | 鸿富诚 | 62.31 | +653.16% | 84.54% | 578.88 |\n| 10 | 002384 | 东山精密 | 61.58 | +1.74% | 2.61% | 171.21 |\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 | 600825 | 新华传媒 | 沪主板 | 沪主板 | 46.57% | +10.06% | 拟收购界面财联社叠加上海国资、财经新媒体题材，连续五连板并收监管函 |\n| 2 | 603949 | 雪龙集团 | 沪主板 | 沪主板 | 46.49% | +10.01% | 宇树科技投资叠加商用车热管理题材，连续4日涨幅偏离值累计超35% |\n| 3 | 301190 | 善水科技 | 创业板 | 创业板 | 46.33% | +20.00% | 中报净利润8515.98万元，业绩增长叠加染料中间体题材受关注 |\n| 4 | 301560 | 众捷股份 | 创业板 | 创业板 | 37.72% | +20.01% | 数据中心液冷与汽车热管理题材活跃，盘中突破半年线并涨停 |\n| 5 | 000678 | 襄阳轴承 | 深主板 | 深主板 | 31.83% | +10.05% | 机器人概念异动带动涨停，公司称减速器用轴承累计营收仅13万元 |\n| 6 | 601811 | 新华文轩 | 沪主板 | 沪主板 | 21.11% | +9.99% | 拟收购民族出版社叠加数字教育题材，五连板后盘中巨震 |\n| 7 | 600241 | 时代万恒 | 沪主板 | 沪主板 | 19.46% | +9.95% | 锂电池、镍氢电池题材叠加辽宁国资背景，股价走稳站上年线 |\n| 8 | 002242 | 九阳股份 | 深主板 | 深主板 | 19.08% | +9.97% | 炒菜机器人、太空科技题材受关注，中报净利润同比下降41.52% |\n| 9 | 002205 | 国统股份 | 深主板 | 深主板 | 17.39% | +10.00% | 风电混塔与央企控股题材受关注，中报净利润亏损1.01亿元 |\n| 10 | 002813 | 路畅科技 | 深主板 | 深主板 | 17.24% | +10.01% | 智能驾驶、智能座舱题材活跃，筹码趋向集中并突破年线 |\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 | 600825 | 新华传媒 | 沪主板 | 沪主板 | 77.55% | +10.06% | 拟收购界面财联社催化上海国资传媒股五连板，上交所下发监管函 |\n| 2 | 601811 | 新华文轩 | 沪主板 | 沪主板 | 72.77% | +9.99% | 拟收购民族出版社等题材带动五连板，随后盘中巨震 |\n| 3 | 301190 | 善水科技 | 创业板 | 创业板 | 64.51% | +20.00% | 中报净利增长，染料中间体、氯代吡啶题材受关注 |\n| 4 | 603949 | 雪龙集团 | 沪主板 | 沪主板 | 51.71% | +10.01% | 宇树科技投资及新能源热管理题材发酵，连续涨停 |\n| 5 | 301560 | 众捷汽车 | 创业板 | 创业板 | 50.91% | +20.01% | 数据中心液冷、汽车热管理题材带动，盘中涨停破半年线 |\n| 6 | 605058 | 澳弘电子 | 沪主板 | 沪主板 | 47.89% | +10.00% | AI服务器电源与PCB概念活跃，9天7板 |\n| 7 | 000678 | 襄阳轴承 | 深主板 | 深主板 | 35.96% | +10.05% | 机器人轴承概念异动涨停，公司称该业务营收仅13万元 |\n| 8 | 000002 | 万科A | 深主板 | 深主板 | 35.10% | +9.97% | 深铁支持与地产预期下资金反复博弈，涨停炸板交替 |\n| 9 | 000011 | 深物业A | 深主板 | 深主板 | 34.58% | +9.98% | 深圳国资地产股直线涨停，但中报由盈转亏 |\n| 10 | 002303 | 美盈森 | 深主板 | 深主板 | 27.38% | +10.02% | 导热凝胶等题材带动5天3板，预告前三季净利下滑 |\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## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 57 只）\n\n### 6连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| ⚡新华传媒 | 600825 | 9.41 | 10.06% | 传媒 | 无人零售、文化传媒概念、AI语料 | 拟收购界面财联社+财经新媒体+上海国资 |\n\n### 4连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 雪龙集团 | 603949 | 20.45 | 10.01% | 汽车 | 汽车热管理、专精特新、农机 | 商用车热管理+新能源风扇+宇树科技投资 |\n\n### 3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| ⚡襄阳轴承 | 000678 | 11.72 | 10.05% | 汽车 | 减速器、农机、军民融合 | 机器人轴承+汽车轴承+湖北国资 |\n\n### 二连板（7 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 善水科技 | 301190 | 29.94 | 20.00% | 基础化工 | 幽门螺杆菌概念、参股银行、染料 | 染料中间体+氯代吡啶+业绩增长 |\n| 中新赛克 | 002912 | 29.12 | 10.01% | 计算机 | 财税数字化、华为鲲鹏、数据安全 | AI安全+网络安全+数据安全 |\n| 九阳股份 | 002242 | 11.36 | 9.97% | 家用电器 | 绿色电力、净水概念、家用电器 | 厨房小家电+炒菜机器人+太空科技 |\n| ◉深物业A | 000011 | 11.13 | 9.98% | 房地产 | 深圳国企改革、物业管理、新型城镇化 | 房地产开发+物业管理+深圳国资 |\n| 时代万恒 | 600241 | 8.84 | 9.95% | 电力设备 | 国企改革、锂电池概念、电力设备 | 锂电池+镍氢电池+辽宁国资 |\n| 浙江新能 | 600032 | 8.17 | 9.96% | 公用事业 | 抽水蓄能、绿色电力、国企改革 | 绿色电力+风电+智慧运维 |\n| 津药药业 | 600488 | 6.90 | 10.05% | 医药生物 | 仿制药一致性评价、辅助生殖、京津冀一体化 | 食欲素+药品注册+氨基酸制剂+甾体激素 |\n\n### 首板（47 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| 奥士康 | 002913 | 91.08 | 10.00% | 电子 | PCB概念、富士康概念、MiniLED | 高端PCB+AI服务器+可转债 |\n| 迅捷兴 | 688655 | 75.70 | 20.01% | 电子 | 共封装光学(CPO)、PCB概念、5G | AI算力+高端HDI+定增审核通过 |\n| 安德利 | 605198 | 65.68 | 10.00% | 农林牧渔 | 人民币贬值受益、乡村振兴、食品饮料 | 浓缩果汁+覆铜板+并购重组 |\n| 澳弘电子 | 605058 | 59.60 | 10.00% | 电子 | PCB概念、共封装光学(CPO)、毫米波雷达 | PCB+HDI板+AI服务器电源+具身智能 |\n| 尚水智能 | 301513 | 51.42 | 20.00% | 电力设备 | 钙钛矿电池、注册制次新股、固态电池 | 固态电池设备+锂电智能装备+制浆龙头 |\n| 协和电子 | 605258 | 44.01 | 10.00% | 电子 | PCB概念、毫米波雷达、5G | PCB+高频通讯+新能源电池 |\n| 上海洗霸 | 603200 | 40.67 | 10.01% | 公用事业 | 钠离子电池、固态电池、锂电池概念 | 固态电池+液冷服务器+水处理 |\n| 迈信林 | 688685 | 39.70 | 20.01% | 机械设备 | 共封装光学(CPO)、传感器、专精特新 | ​光模块芯片+算力服务+航空航天+商业航天 |\n| 众捷股份 | 301560 | 33.88 | 20.01% | 汽车 | 汽车热管理、空气能热泵、机器人概念 | 数据中心液冷+汽车热管理+业务多元化 |\n| 超讯科技 | 603322 | 29.10 | 10.02% | 通信 | 多模态AI、算力租赁、快手概念 | 国产算力+智算业务+算力租赁 |\n| 国轩高科 | 002074 | 28.68 | 10.01% | 电力设备 | 动力电池回收、钠离子电池、两轮车 | 海外扩产+固态电池+大众合作 |\n| 武汉蓝电 | 920779 | 28.40 | 29.98% | 电力设备 | 高股息精选、锂电池概念、宁德时代概念 | |\n| 路畅科技 | 002813 | 26.38 | 10.01% | 汽车 | DeepSeek概念、人工智能、车联网(车路协同) | 智能驾驶+智能座舱+汽车电子前装 |\n| 园林股份 | 605303 | 26.05 | 10.01% | 建筑装饰 | 数据中心(AIDC)、芯片概念、新型城镇化 | 复牌+重大资产重组+存储芯片+园林工程 |\n| 金龙羽 | 002882 | 24.51 | 10.01% | 电力设备 | 核电、锂电池概念、固态电池 | 固态电池+机器人电池+电线电缆 |\n| 崇达技术 | 002815 | 24.44 | 9.99% | 电子 | 共封装光学(CPO)、PCB概念、6G概念 | 高端PCB+服务器PCB+封装基板 |\n| 超声电子 | 000823 | 24.40 | 10.01% | 电子 | PCB概念、共封装光学(CPO)、MiniLED | PCB+高阶HDI+覆铜板 |\n| 掌阅科技 | 603533 | 23.65 | 10.00% | 数字媒体 | AI视频、短剧游戏、AI语料 | AI短剧+短剧出海+数字阅读 |\n| 新华文轩 | 601811 | 20.37 | 9.99% | 传媒 | 高股息精选、体育产业、IP经济(谷子经济) | 拟收购民族出版社+教科书发行+数字教育+“华”字辈 |\n| 引力传媒 | 603598 | 19.13 | 10.01% | 广告营销 | 快手概念、小红书概念、短剧游戏 | AI短剧+全域营销+业绩增长 |\n| 紫竹高科 | 002058 | 18.36 | 10.01% | 电力设备 | 石墨烯、新能源汽车、新型工业化 | 铝塑膜+固态电池+客户供货 |\n| 拉芳家化 | 603630 | 15.57 | 10.04% | 化妆品 | 医美概念、网红经济、创投 | 洗护用品+品牌优化+业绩改善 |\n| 传艺科技 | 002866 | 15.36 | 10.03% | 电子 | 钠离子电池、华为概念、储能 | 钠离子电池+固态电池+AI PC键盘 |\n| 依顿电子 | 603328 | 14.44 | 9.98% | 电子 | PCB概念、共封装光学(CPO)、苹果概念 | 高端PCB+AI算力+控股股东增持 |\n| 国统股份 | 002205 | 12.76 | 10.00% | 建筑材料 | 装配式建筑、地下管网、新型城镇化 | 风电混塔+PCCP水利管道+央企控股 |\n| 纵横通信 | 603602 | 12.71 | 10.04% | 广告营销 | 跨境电商、智慧城市、数字经济 | AI营销+AI短剧+字节概念+低空经济 |\n| 英联股份 | 002846 | 11.88 | 10.00% | 轻工制造 | 锂电池概念、固态电池、中俄贸易概念 | 固态电池+复合集流体+金属包装 |\n| 滨江集团 | 002244 | 9.46 | 10.00% | 房地产 | 租售同权、物业管理、特色小镇 | 房地产开发+杭州地产+固态电池 |\n| 泉阳泉 | 600189 | 9.01 | 10.01% | 食品饮料 | 三胎概念、土地流转、乡村振兴 | 天然矿泉水+园林剥离+全国扩张 |\n| 大智慧 | 601519 | 9.01 | 10.01% | 计算机 | 互联网金融、鸿蒙概念、AI应用 | 互联网金融+湘财吸收合并+人工智能 |\n| 吉华集团 | 603980 | 8.84 | 9.95% | 基础化工 | 染料、有机硅概念、家用电器 | 染料涨价+控制权变更+业绩增长 |\n| 维科技术 | 600152 | 8.32 | 10.05% | 电力设备 | 固态电池、钠离子电池、锂电池概念 | 钠电储能+AIDC电源+消费电池 |\n| 南威软件 | 603636 | 7.87 | 10.07% | 计算机 | 华为盘古、电子身份证、智慧政务 | 网络安全+政务智能体+AI出海+算力 |\n| 环球印务 | 002799 | 7.55 | 10.06% | 轻工制造 | 文化传媒概念、国企改革、西部大开发 | 医药包装+智慧制造+互联网营销（拟收缩） |\n| 均瑶健康 | 605388 | 6.72 | 9.98% | 食品饮料 | 乳业、白酒概念、三胎概念 | 益生菌+乳酸菌饮料+电商增长 |\n| 美盈森 | 002303 | 6.70 | 10.02% | 轻工制造 | 消费电子概念、人造肉、海峡两岸 | 导热凝胶+模切业务+消费电子包装+海外产能 |\n| 中国出版 | 601949 | 6.01 | 10.07% | 传媒 | NFT概念、知识产权保护、文化传媒概念 | AI出版+图书出版+中国出版集团 |\n| 广汽集团 | 601238 | 5.60 | 10.02% | 乘用车 | 国企改革、网约车、同花顺漂亮100 | 拟购买一汽丰田50%股权+复牌+南北丰田+新能源车 |\n| 宁波能源 | 600982 | 5.49 | 10.02% | 公用事业 | 生物质能发电、抽水蓄能、航运概念 | 风电收购+热电联产+业绩增长 |\n| 华斯股份 | 002494 | 5.32 | 9.92% | 纺织服装 | 特色小镇、网红经济、物业管理 | 裘皮服饰+海外销售+业绩改善+“华”字辈 |\n| 亚邦股份 | 603188 | 4.91 | 10.09% | 基础化工 | 染料、固废处理、国企改革 | 染料中间体+染料产业链+业绩增长 |\n| 华联控股 | 000036 | 4.21 | 9.92% | 房地产 | 物业管理、盐湖提锂、碳中和 | 盐湖提锂+房地产开发+业绩增长+“华”字辈 |\n| 华媒控股 | 000607 | 4.13 | 10.13% | 广告营销 | NFT概念、短剧游戏、知识产权保护 | 文化传媒+AI漫剧+杭州日报+“华”字辈 |\n| 万 科Ａ | 000002 | 4.08 | 9.97% | 房地产 | 租售同权、物业管理、养老概念 | 房地产开发+城市更新+深铁支持 |\n| 华控赛格 | 000068 | 3.54 | 9.94% | 公用事业 | PPP概念、国企改革、创投 | 锂电负极+海绵城市+山西国资+“华”字辈 |\n| 信达地产 | 600657 | 3.38 | 10.10% | 房地产 | 物业管理、化债概念(AMC概念)、国企改革 | 房地产开发+轻资产代建+信达资源 |\n| 华发股份 | 600325 | 2.95 | 10.07% | 房地产 | 租售同权、物业管理、旅游概念 | 房地产+冰雪经济+定增支持+“华”字辈 |\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 | 19 | 深物业A、襄阳轴承、新华传媒、广汽集团、时代万恒、信达地产、宁波能源、浙江新能 |\n| 华为概念 | 17 | 广汽集团、上海洗霸、宁波能源、中新赛克、依顿电子、传艺科技、国轩高科、奥士康 |\n| 锂电池概念 | 12 | 广汽集团、时代万恒、上海洗霸、尚水智能、国轩高科、紫竹高科、金龙羽、英联股份 |\n| 数据中心(AIDC) | 12 | 园林股份、上海洗霸、中新赛克、国轩高科、奥士康、众捷股份、超声电子、大智慧 |\n| 固态电池 | 11 | 广汽集团、上海洗霸、传艺科技、尚水智能、国轩高科、紫竹高科、金龙羽、英联股份 |\n| 新能源汽车 | 10 | 襄阳轴承、广汽集团、雪龙集团、国轩高科、紫竹高科、奥士康、英联股份、众捷股份 |\n| 粤港澳大湾区 | 9 | 深物业A、中新赛克、金龙羽、华控赛格、万 科Ａ、迅捷兴、超讯科技、崇达技术 |\n| 机器人概念 | 9 | 广汽集团、九阳股份、依顿电子、万 科Ａ、众捷股份、迅捷兴、维科技术、崇达技术 |\n| 数字经济 | 9 | 津药药业、中新赛克、环球印务、南威软件、新华文轩、华媒控股、中国出版、纵横通信 |\n| AI应用 | 9 | 中新赛克、掌阅科技、南威软件、大智慧、新华文轩、华媒控股、引力传媒、超讯科技 |\n\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 国企改革 | 10 |\n| 一带一路 | 10 |\n| 专精特新 | 6 |\n| 新能源汽车 | 6 |\n| 数字经济 | 6 |\n| 人工智能 | 6 |\n| 华为概念 | 6 |\n| 绿色电力 | 6 |\n| AI应用 | 5 |\n| DeepSeek概念 | 5 |\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（上证指数口径）暂不可用。\n\n### 板块主力净流入排行（概念板块 Top10）\n\n> 板块主力净流入数据缺失。\n\n### 板块主力净流出排行（概念板块 Top10）\n\n> 板块主力净流出数据缺失。\n", "meta_by_name": { "涨跌停情绪": { "date": "2026-09-29", "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": [ "2026-09-22", "2026-09-23", "2026-09-24", "2026-09-28", "2026-09-29" ], "limit_up": [ 64.0, 51.0, 52.0, 35.0, 57.0 ], "limit_down": [ 5.0, 14.0, 15.0, 57.0, 11.0 ], "ratio": [ 12.8, 3.64, 3.47, 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"close": 3128.9542, "vol_wan": 0.0, "close_pct": 0.7765000000000022, "vol_pct": NaN, "amt_yi": 3290.4517 } ] } }, "charts": { "index_change": { "names": [ "上证指数", "创业板指", "科创50", "中证2000（小微盘）" ], "vals": [ 0.18, 0.09, 0.86, 0.78 ] }, "index_amount": { "labels": [ "09-22", "09-23", "09-24", "09-28", "09-29" ], "series": { "上证指数": [ 10080.0, 8341.0, 7836.0, 8045.0, 6617.0 ], "创业板指": [ 5446.0, 4427.0, 4142.0, 4332.0, 3591.0 ], "科创50": [ 1135.0, 752.0, 700.0, 806.0, 645.0 ], "中证2000（小微盘）": [ 4768.0, 4436.0, 4131.0, 3883.0, 3290.0 ] }, "colors": { "上证指数": "#1f77b4", "科创50": "#ff7f0e", "创业板指": "#ffd700", "中证2000（小微盘）": "#2ca02c" } }, "auction": { "labels": [ "09-23", "09-24", "09-25", "09-28", "09-29" ], "series": { "创业板指": [ 10.58, 9.94, 9.94, 12.89, 8.39 ], "科创50": [ 4.87, 4.1, 4.1, 4.24, 3.11 ] }, "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" ] }, "人气榜": { "date": "2026-09-29", "em_popularity": [ { "rank": 1, "code": "301716", "name": "", "price": null, "pct": null, "rank_chg": 0, "sector": "" }, { "rank": 2, "code": "002074", "name": "", "price": null, "pct": null, "rank_chg": 135, "sector": "" }, { "rank": 3, "code": "600418", "name": "", "price": null, "pct": null, "rank_chg": -2, "sector": "" }, { "rank": 4, "code": "000002", "name": "", "price": null, "pct": null, "rank_chg": 105, "sector": "" }, { "rank": 5, "code": "600825", "name": "", "price": null, "pct": null, "rank_chg": 0, "sector": "" }, { "rank": 6, "code": "600487", "name": "", "price": null, "pct": null, "rank_chg": 5, "sector": "" }, { "rank": 7, "code": "000823", "name": "", "price": null, "pct": null, "rank_chg": 65, "sector": "" }, { "rank": 8, "code": "000678", "name": "", "price": null, "pct": null, "rank_chg": 1, "sector": "" }, { "rank": 9, "code": "601238", "name": "", "price": null, "pct": null, "rank_chg": 58, "sector": "" }, { "rank": 10, "code": "002640", "name": "", "price": null, "pct": null, "rank_chg": -2, "sector": "" } ], "ths_popularity": [ { "rank": 1, "code": "601091", "name": "沈鼓集团", "heat": "4202675", "pct": -9.0942, "rank_chg": 0, "concepts": [ "注册制次新股", "煤化工概念" ], "tag": "持续上榜", "sector": "" }, { "rank": 2, "code": "600487", "name": "亨通光电", "heat": "3699050", "pct": -5.8212, "rank_chg": 0, "concepts": [ "光纤概念", "共封装光学(CPO)" ], "tag": "", "sector": "" }, { "rank": 3, "code": "000592", "name": "平潭发展", "heat": "3118130", "pct": -3.8504, "rank_chg": 0, "concepts": [ "福建自贸区", "海峡两岸" ], "tag": "", "sector": "" }, { "rank": 4, "code": "600418", "name": "江淮汽车", "heat": "3058161", "pct": 3.2514, "rank_chg": 1, "concepts": [ "百度概念", "DeepSeek概念" ], "tag": "5天3板", "sector": "" }, { "rank": 5, "code": "600825", "name": "新华传媒", "heat": "3027037", "pct": 10.0585, "rank_chg": -1, "concepts": [ "无人零售", "文化传媒概念" ], "tag": "6天6板", "sector": "" }, { "rank": 6, "code": "000002", "name": "万科A", "heat": "2713948", "pct": 9.973, "rank_chg": 5, "concepts": [ "租售同权", "物业管理" ], "tag": "首板涨停", "sector": "" }, { "rank": 7, "code": "601811", "name": "新华文轩", "heat": "2601525", "pct": 9.9892, "rank_chg": -1, "concepts": [ "高股息精选", "体育产业" ], "tag": "7天6板", "sector": "" }, { "rank": 8, "code": "600127", "name": "金健米业", "heat": "2486024", "pct": -9.973, "rank_chg": 4, "concepts": [ "玉米", "粮食概念" ], "tag": "", "sector": "" }, { "rank": 9, "code": "600206", "name": "有研新材", "heat": "2478562", "pct": -3.7381, "rank_chg": 1, "concepts": [ "中芯国际概念", "国家大基金持股" ], "tag": "", "sector": "" }, { "rank": 10, "code": "601579", "name": "会稽山", "heat": "2374312", "pct": -9.9904, "rank_chg": -3, "concepts": [ "白酒概念", "共同富裕示范区" ], "tag": "10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" }, "板块涨幅排行": { "date": "2026-09-29", "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": "快手概念", "pct": 3.15 }, { "rank": 2, "name": "租售同权", "pct": 3.04 }, { "rank": 3, "name": "深圳国企改革", "pct": 2.95 }, { "rank": 4, "name": "AI视频", "pct": 2.88 }, { "rank": 5, "name": "知识产权保护", "pct": 2.75 }, { "rank": 6, "name": "短剧游戏", "pct": 2.64 }, { "rank": 7, "name": "物业管理", "pct": 2.34 }, { "rank": 8, "name": "钠离子电池", "pct": 2.33 }, { "rank": 9, "name": "小红书概念", "pct": 2.32 }, { "rank": 10, "name": "拼多多概念", "pct": 2.27 } ], "five_day": [ { "rank": 1, "name": "租售同权", "pct": 1.36 }, { "rank": 2, "name": "深圳国企改革", "pct": 0.81 }, { "rank": 3, "name": "家庭医生", "pct": 0.6 }, { "rank": 4, "name": "染料", "pct": -0.28 }, { "rank": 5, "name": "拼多多概念", "pct": -0.29 }, { "rank": 6, "name": "重组蛋白", "pct": -0.35 }, { "rank": 7, "name": "共享单车", "pct": -0.4 }, { "rank": 8, "name": "足球概念", "pct": -0.42 }, { "rank": 9, "name": "猴痘概念", "pct": -0.56 }, { "rank": 10, "name": "阿尔茨海默概念", "pct": -0.57 } ], "ten_day": [ { "rank": 1, "name": "重组蛋白", "pct": 8.25 }, { "rank": 2, "name": "租售同权", "pct": 7.37 }, { "rank": 3, "name": "CRO概念", "pct": 6.8 }, { "rank": 4, "name": "细胞免疫治疗", "pct": 6.6 }, { "rank": 5, "name": "猴痘概念", "pct": 5.36 }, { "rank": 6, "name": "基因测序", "pct": 4.76 }, { "rank": 7, "name": "阿尔茨海默概念", "pct": 4.64 }, { "rank": 8, "name": "染料", "pct": 4.55 }, { "rank": 9, "name": "辅助生殖", "pct": 4.35 }, { "rank": 10, "name": "减肥药", "pct": 4.16 } ] }, "市场广度": { "date": "2026-09-29", "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": [ "2026-09-22", "2026-09-23", "2026-09-24", "2026-09-28", "2026-09-29" ], "up_count": [ 2374.0, 1891.0, 1120.0, 898.0, 3471.0 ], "down_count": [ 3030.0, 3564.0, 4306.0, 4554.0, 1933.0 ], "ratio": [ 0.78, 0.53, 0.26, 0.2, 1.8 ] } }, "板块跌幅排行": { "date": "2026-09-29", "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": "培育钻石", "pct": -1.82 }, { "rank": 2, "name": "玉米", "pct": -0.84 }, { "rank": 3, "name": "转基因", "pct": -0.75 }, { "rank": 4, "name": "民爆概念", "pct": -0.68 }, { "rank": 5, "name": "新股与次新股", "pct": -0.6 } ], "five_day": [ { "rank": 1, "name": "铜缆高速连接", "pct": -9.8 }, { "rank": 2, "name": "F5G概念", "pct": -8.71 }, { "rank": 3, "name": "转基因", "pct": -8.42 }, { "rank": 4, "name": "光纤概念", "pct": -8.17 }, { "rank": 5, "name": "MLCC概念", "pct": -7.78 } ], "ten_day": [ { "rank": 1, "name": "转基因", "pct": -6.1 }, { "rank": 2, "name": "大豆", "pct": -6.02 }, { "rank": 3, "name": "铜缆高速连接", "pct": -5.7 }, { "rank": 4, "name": "黄金概念", "pct": -5.48 }, { "rank": 5, "name": "草甘膦", "pct": -5.48 } ] }, "成交额前10个股": { "date": "2026-09-29", "top_turnover": [ { "rank": 1, "code": "300308", "name": "中际旭创", "amount": 13099145541.12, "pct": -0.244172, "turnover_rate": 1.448, "price": 813.01 }, { "rank": 2, "code": "600487", "name": "亨通光电", "amount": 11344313714.07, "pct": -5.8212399999999995, "turnover_rate": 8.161999999999999, "price": 57.11 }, { "rank": 3, "code": "300502", "name": "新易盛", "amount": 10061899943.16, "pct": -1.6987740000000002, "turnover_rate": 2.028, "price": 392.91 }, { "rank": 4, "code": "300750", "name": "宁德时代", "amount": 8608636254.1, "pct": -1.7774580000000002, "turnover_rate": 0.701, "price": 286.8 }, { "rank": 5, "code": "688825", "name": "长鑫科技", "amount": 8202052877.25, "pct": 3.2527880000000002, "turnover_rate": 3.319, "price": 55.55 }, { "rank": 6, "code": "603986", "name": "兆易创新", "amount": 7587701014.8, "pct": 2.527126, "turnover_rate": 3.117, "price": 367.57 }, { "rank": 7, "code": "300394", "name": "天孚通信", "amount": 7359507758.66, "pct": 4.571078, "turnover_rate": 2.6780000000000004, "price": 255.99 }, { "rank": 8, "code": "688256", "name": "寒武纪", "amount": 7339177495.19, "pct": 2.54902, "turnover_rate": 1.125, "price": 1046.0 }, { "rank": 9, "code": "301716", "name": "鸿富诚", "amount": 6231355536.94, "pct": 653.161593, "turnover_rate": 84.542, "price": 578.88 }, { "rank": 10, "code": "002384", "name": "东山精密", "amount": 6157783215.19, "pct": 1.741146, "turnover_rate": 2.606, "price": 171.21 } ], "resolved_source": "iwencai_mcp", "source": "同花顺问财（hithink-astock-selector，实际源：iwencai_mcp），按当日成交额降序取前 10。成交额单位为亿元（原始返回为元，÷1亿）；涨跌幅/换手率取自问财实时行情字段。" }, "强势股复盘": { "date": "2026-09-29", "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": "600825", "name": "新华传媒", "sector": "沪主板", "industry": "", "concepts": [], "gain_pct": 46.57, "latest_pct": 10.06, "reason_tags": "拟收购界面财联社+财经新媒体+上海国资", "reason": "拟收购界面财联社叠加上海国资、财经新媒体题材，连续五连板并收监管函", "news_titles": [ "600825，五连板", "新华传媒(600825)龙虎榜数据(09-28)", "连续5天百万手封单！上交所出手 600825收监管函", "600825五连板后，上交所下发监管工作函", "600825，5天5板！最高封单近百亿元" ] }, { "rank": 2, "code": "603949", "name": "雪龙集团", "sector": "沪主板", 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"众捷股份(301560)龙虎榜数据(09-29)", "机构风向标 | 众捷汽车(301560)2026年二季度已披露持仓机构仅8家", "今日253只个股突破半年线", "今日盘中突破半年线个股", "44只股上午收盘涨停(附股)" ] }, { "rank": 5, "code": "000678", "name": "襄阳轴承", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 31.83, "latest_pct": 10.05, "reason_tags": "机器人轴承+汽车轴承+湖北国资", "reason": "机器人概念异动带动涨停，公司称减速器用轴承累计营收仅13万元", "news_titles": [ "襄阳轴承(000678)龙虎榜数据(09-28)", "000678：再度因机器人概念异动，减速器用轴承累计营收仅13万元，主业持续亏损", "机器人概念活跃！000678，垂直涨停", "机构风向标 | 襄阳轴承(000678)2026年二季度已披露持仓机构仅7家", "襄阳轴承(000678.SZ)2026年中报净利润为-2061.23万元，同比亏损扩大" ] }, { "rank": 6, "code": "601811", "name": "新华文轩", "sector": "沪主板", "industry": "", "concepts": [], "gain_pct": 21.11, "latest_pct": 9.99, "reason_tags": "拟收购民族出版社+教科书发行+数字教育+“华”字辈", "reason": "拟收购民族出版社叠加数字教育题材，五连板后盘中巨震", "news_titles": [ "“五连板”后上演“准天地”！601811，盘中巨震", "新华文轩(601811)龙虎榜数据(09-28)", "“一”字涨停！601811，5连板", "揭秘涨停 | 000910、601811，4连板", "逆市飙升！601811，5连板，传媒板块火了！" ] }, { "rank": 7, "code": "600241", "name": "时代万恒", "sector": "沪主板", "industry": "", 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**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）。" } }, "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。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】投机强度分 +41.2。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】投机强度分 +41.2。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": { "score": 41.2 }, "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": [ "主力资金流向" ], "quota_exhausted": false, "notice": "" } }