{
"date": "2026-10-12",
"schema_version": 4,
"data_markdown": "## 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 | 002242 | 九阳股份 | 深主板 | 家用电器 | 46.48% | +9.98% | 机器人投资题材叠加澄清与华为关系，连续涨停斩获五连板 |\n| 2 | 600825 | 新华传媒 | 沪主板 | 传媒 | 46.44% | +9.98% | 财联社重组与财经新媒体题材发酵，连续一字涨停引资金追捧 |\n| 3 | 600241 | 时代万恒 | 沪主板 | 电力设备 | 46.38% | +10.03% | 圆柱锂电、新能源电池概念引爆股价，六连板后公司提示未涉相关产品 |\n| 4 | 600812 | 华北制药 | 沪主板 | 医药生物 | 36.98% | +9.95% | 抗感染药物概念受关注，公司提示硫酸链霉素营收规模较小 |\n| 5 | 605287 | 德才股份 | 沪主板 | 建筑装饰 | 30.04% | +10.00% | 题材：AI漫剧、火山引擎合作、建筑装饰；605287，4天3板！AI漫剧概念又火了；AI漫剧爆发！领涨龙头，4天3板 |\n| 6 | 301658 | 首航新能 | 创业板 | 电力设备 | 25.21% | +20.00% | 题材：储能系统、光伏逆变器、海外布局；直线拉升！301658，午后涨停！；10月12日A股收评：双创指数缩量跌超2% 银行股逆市走强 三大国有大行股价续创历史新高 |\n| 7 | 301052 | 果麦文化 | 创业板 | 创业板 | 23.81% | +20.01% | AI出版、AIGC与短剧题材叠加传媒涨停潮，强势20%封板 |\n| 8 | 300006 | 莱美药业 | 创业板 | 医药生物 | 23.77% | +19.93% | 题材：抗癌药物、纳米炭铁、资产出售；莱美药业(300006.SZ)：全资子公司非奈利酮原料药获上市批准，用于2型糖尿病相关慢性肾病；莱美药业拟挂牌转让不动产 底价约3123万元 |\n| 9 | 600693 | 东百集团 | 沪主板 | 商贸零售 | 22.59% | +10.04% | 题材：光芯片收购、光探测芯片、商业零售；东百集团：拟3.16亿元收购光探测芯片公司快灵光电52.67%股权；东百集团：子公司拟3.16亿元收购快灵光电52.67%股权 切入光芯片领域 |\n| 10 | 002696 | 百洋股份 | 深主板 | 农林牧渔 | 22.15% | +9.97% | 题材：水产饲料、鱼粉涨价、青岛国资；百洋股份(002696.SZ)：2026年中报净利润为-8253.64万元，同比由盈转亏；今日120只股长线走稳 站上年线 |\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 | 传媒 | 135.96% | +9.98% | 财联社重组与财经新媒体题材发酵，连续一字涨停引资金追捧 |\n| 2 | 600241 | 时代万恒 | 沪主板 | 电力设备 | 77.26% | +10.03% | 圆柱锂电、新能源电池概念引爆股价，六连板后公司提示未涉相关产品 |\n| 3 | 002242 | 九阳股份 | 深主板 | 家用电器 | 75.16% | +9.98% | 机器人投资题材叠加澄清与华为关系，连续涨停斩获五连板 |\n| 4 | 601811 | 新华文轩 | 沪主板 | 传媒 | 50.43% | +10.00% | 出版传媒与收购整合题材驱动，五连板后盘中巨震 |\n| 5 | 001330 | 博纳影业 | 深主板 | 传媒 | 37.95% | +10.04% | 首部AI超写实院线电影上映在即，影视院线板块走强带动封板 |\n| 6 | 600812 | 华北制药 | 沪主板 | 医药生物 | 30.51% | +9.95% | 抗感染药物概念受关注，公司提示硫酸链霉素营收规模较小 |\n| 7 | 688517 | 金冠电气 | 科创板 | 电力设备 | 27.82% | +20.00% | 签订光储充协议并斩获20亿海外订单，股价20cm涨停 |\n| 8 | 603968 | 醋化股份 | 沪主板 | 基础化工 | 23.81% | +10.03% | 精细化工及食品饲料添加剂题材，股价盘中突破年线 |\n| 9 | 002667 | *ST威领 | 深主板 | 有色金属 | 23.59% | +10.00% | 题材：复牌、要约收购、锂电材料、有色金属矿；*ST威领：山南锑金要约收购结果出炉 股票明起复牌；*ST威领控股股东所持1000万股股份将被司法拍卖 |\n| 10 | 301052 | 果麦文化 | 创业板 | 创业板 | 23.36% | +20.01% | AI出版、AIGC与短剧题材叠加传媒涨停潮，强势20%封板 |\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\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** | **1167** | 100.0% | 全市场上涨个股数 |\n| **下跌家数** | **0** | 0.0% | 全市场下跌个股数 |\n| 上涨/下跌比 | **inf** | — | >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## 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** | **48** | 占比 68.6% |\n| **跌停家数** | **22** | 占比 31.4% |\n| 涨跌比 | **2.18** | 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 | **10** 板 | 最高连板天数 |\n| **炸板率** | **35.1%** | 炸板 26 家 /（涨停 48 + 炸板 26），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| 2026-09-29 | 57 | 11 | 5.18 | 0 | 6 |\n| 2026-09-30 | 56 | 12 | 4.67 | 0 | 7 |\n| 2026-10-08 | 45 | 15 | 3.00 | 0 | 8 |\n| 2026-10-09 | 72 | 10 | 7.20 | 0 | 9 |\n| 2026-10-12 | 48 | 22 | 2.18 | 0 | 10 |\n\n\n\n---\n\n## 板块跌幅排行\n\n### 板块指数跌幅排行（当日 / 近 5 日 / 近 10 日 前 5 名）\n\n| 板块名称 | 当日跌幅 | 近 5 日跌幅 | 近 10 日跌幅 |\n| --- | ---: | ---: | ---: |\n| 转基因 | -4.20% | — | — |\n| 粮食概念 | -3.98% | — | — |\n| 科创次新股 | -3.67% | — | — |\n| MLCC概念 | -3.52% | — | — |\n| 大豆 | -3.47% | — | — |\n| F5G概念 | — | — | -16.17% |\n| 共封装光学(CPO) | — | — | -16.13% |\n| 铜缆高速连接 | — | — | -15.87% |\n| 光刻机 | — | — | -15.33% |\n| 玻璃基板 | — | — | -15.17% |\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 46 只）\n\n### 10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 | 13.78 | 9.98% | 传媒 | 无人零售、上海国企改革、AI语料 | 财联社重组+财经新媒体+图书发行 |\n\n### 6连板（2 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| ◉九阳股份 | 002242 | 16.64 | 9.98% | 家用电器 | 绿色电力、净水概念、家用电器 | 机器人投资+厨房小家电+产品创新 |\n| 时代万恒 | 600241 | 12.94 | 10.03% | 电力设备 | 国企改革、锂电池概念、电力设备 | 新能源电池+圆柱锂电+辽宁国资 |\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| 华北制药 | 600812 | 6.63 | 9.95% | 医药生物 | 维生素、流感、肝炎概念 | 鼠疫+抗感染药物+创新药研发 |\n\n### 二连板（14 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| 德才股份 | 605287 | 44.20 | 10.00% | 建筑装饰 | AI视频、短剧游戏、虚拟现实 | AI漫剧+火山引擎合作+建筑装饰 |\n| 掌阅科技 | 603533 | 27.98 | 9.98% | 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| 上海电影 | 601595 | 27.21 | 9.98% | 传媒 | 文化传媒概念、手机游戏、网络游戏 | AIGC+知识产权运营+院线经营 |\n| 新华文轩 | 601811 | 23.00 | 10.00% | 传媒 | 高股息精选、IP经济(谷子经济)、文化传媒概念 | 出版传媒+数字教育+收购整合 |\n| 新经典 | 603096 | 19.06 | 9.98% | 传媒 | 知识产权保护、文化传媒概念、IP经济(谷子经济) | 图书出版+AI应用+内容IP |\n| 格尔软件 | 603232 | 18.68 | 10.01% | 计算机 | 电子身份证、华为鲲鹏、数据安全 | AI安全+抗量子密码+PKI安全 |\n| 龙版传媒 | 605577 | 17.82 | 10.00% | 传媒 | IP经济(谷子经济)、文化传媒概念、AI视频 | AI漫剧+数字出版+出版发行 |\n| 丽人丽妆 | 605136 | 10.38 | 9.96% | 互联网电 | 网红经济、三胎概念、拼多多概念 | 化妆品电商+海外总代+业绩扭亏 |\n| 百洋股份 | 002696 | 8.05 | 9.97% | 饲料 | 预制菜、乡村振兴、土壤修复 | 水产饲料+鱼粉涨价+青岛国资 |\n| 博纳影业 | 001330 | 7.67 | 10.04% | 传媒 | 短剧游戏、AI视频、文化传媒概念 | AI电影+AI短剧+影视院线 |\n| 慈文传媒 | 002343 | 6.69 | 10.03% | 传媒 | 短剧游戏、文化传媒概念、手机游戏 | 微短剧+影视IP+江西国资 |\n| 欢瑞世纪 | 000892 | 5.34 | 10.10% | 传媒 | AI视频、短剧游戏、文化传媒概念 | AI漫剧+互动影游+影视制作 |\n| 远程股份 | 002692 | 5.24 | 10.08% | 电力设备 | 国企改革、数字孪生、风电 | 电线电缆+数据中心电缆+电网应用+参股半导体 |\n| 吉视传媒 | 601929 | 2.75 | 10.00% | 电视广播 | 短剧游戏、AI视频、文化传媒概念 | 智慧广电+AI微短剧+AI应用+算力租赁 |\n\n### 首板（28 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| 盛视科技 | 002990 | 55.95 | 10.01% | 计算机 | 存储芯片、芯片概念、东数西算(算力) | 智算业务+机器人+智慧口岸 |\n| 赛力斯 | 601127 | 51.24 | 10.00% | 乘用车 | 参股银行、西部大开发、人工智能 | 海外出海+宁德合作+华为合作 |\n| 阿莱德 | 301419 | 47.70 | 20.00% | 通信 | 共封装光学(CPO)、存储芯片、富士康概念 | 光通信散热+重大资产重组+热管理材料 |\n| 博汇科技 | 688004 | 37.25 | 20.01% | 计算机 | 多模态AI、在线教育、AIGC概念 | AI内容安全+视听大数据+传媒安全+协议转让 |\n| 果麦文化 | 301052 | 30.47 | 20.01% | 传媒 | 短剧游戏、文化传媒概念、AIGC概念 | AI出版+短剧+AIGC+教辅图书 |\n| 金丹科技 | 300829 | 28.02 | 20.00% | 基础化工 | 玉米、土地流转、可降解塑料 | 聚乳酸+乳酸提价+可降解材料 |\n| 首航新能 | 301658 | 27.12 | 20.00% | 电力设备 | 一带一路、储能、充电桩 | 储能系统+光伏逆变器+海外布局 |\n| 农心科技 | 001231 | 25.61 | 10.01% | 基础化工 | 乡村振兴、西部大开发、基础化工 | 农药制剂+原药投产+海外登记 |\n| 金冠电气 | 688517 | 21.18 | 20.00% | 电力设备 | 特高压、柔性直流输电、智能电网 | 签订光储充协议+陶瓷基板+特高压+充电桩 |\n| 松霖科技 | 603992 | 20.94 | 9.98% | 轻工制造 | 人形机器人、机器人概念、智能家居 | 机器人+智能硬件+智能厨卫+半年报增长 |\n| 德新科技 | 603032 | 20.42 | 10.02% | 电力设备 | 固态电池、锂电池概念、比亚迪概念 | 锂电模具+固态电池+机器人减速器 |\n| 通达动力 | 002576 | 16.07 | 9.99% | 电力设备 | 风电、机器人概念、特高压 | 电机铁芯+风电+机器人概念+新能源汽车 |\n| 内蒙新华 | 603230 | 14.63 | 10.00% | 传媒 | 文化传媒概念、西部大开发、国企改革 | 出版发行+教材教辅+文化消费 |\n| 醋化股份 | 603968 | 13.05 | 10.03% | 基础化工 | 维生素、代糖概念、染料 | 染料+安赛蜜+精细化工+食品饲料添加剂 |\n| 金自天正 | 600560 | 12.53 | 10.01% | 机械设备 | 国企改革、央企国企改革、工业互联网 | 冶金自动化+钢铁智能化+国有股东 |\n| 东百集团 | 600693 | 11.18 | 10.04% | 商业贸易 | 免税店、IP经济(谷子经济)、冷链物流 | 光芯片收购+光探测芯片+商业零售 |\n| 祥和实业 | 603500 | 11.04 | 9.96% | 机械设备 | 超级电容、专精特新、高端装备 | 轨道扣件+电容配件+智能检测 |\n| 宏辉果蔬 | 603336 | 10.45 | 10.00% | 农林牧渔 | 农业种植、创新药、乡村振兴 | 创新药+果蔬供应链+速冻食品+苏州国资 |\n| 众业达 | 002441 | 9.21 | 10.04% | 电力设备 | 风电、职业教育、数字经济 | 工业电气分销+电网设备+业绩增长 |\n| 海欣股份 | 600851 | 8.60 | 9.97% | 医药生物 | 创新药、细胞免疫治疗、仿制药一致性评价 | 股东变更+APDC+医药健康 |\n| 天顺风能 | 002531 | 8.27 | 9.97% | 机械设备 | 风电、海工装备、绿色电力 | 海上风电+海工装备+油气船舶 |\n| 新 华 都 | 002264 | 8.14 | 10.00% | 广告营销 | 赛马概念、拼多多概念、网红经济 | AI营销+电商酒类+直播电商 |\n| 德生科技 | 002908 | 8.02 | 10.01% | 计算机 | 职业教育、数据要素、区块链 | 民生AI+社保服务+就医支付 |\n| 长城电工 | 600192 | 7.93 | 9.99% | 电力设备 | 风电、国企改革、西部大开发 | 输配电设备+核电项目+资产剥离 |\n| 恒大高新 | 002591 | 7.16 | 9.98% | 基础化工 | 垃圾分类、智慧城市、绿色电力 | 钠电材料+硅碳负极+AI算力服务器 |\n| 多伦科技 | 603528 | 7.05 | 9.98% | 计算机 | 职业教育、数据要素、在线教育 | AI应用+人形机器人+智慧驾培 |\n| 莱美药业 | 300006 | 6.56 | 19.93% | 医药生物 | 细胞免疫治疗、生物疫苗、创新药 | 抗癌药物+纳米炭铁+资产出售 |\n| 广电网络 | 600831 | 3.91 | 10.14% | 电视广播 | 短剧游戏、文化传媒概念、知识产权保护 | 预重整+重整投资人+算力云网 |\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 | 16 | 华北制药、广电网络、新华传媒、慈文传媒、莱美药业、龙版传媒、百洋股份、时代万恒 |\n| 文化传媒概念 | 16 | 广电网络、新经典、德才股份、新华传媒、慈文传媒、龙版传媒、博纳影业、欢瑞世纪 |\n| AI应用 | 15 | 丽人丽妆、德才股份、慈文传媒、博纳影业、欢瑞世纪、多伦科技、吉视传媒、盛视科技 |\n| 人工智能 | 14 | 广电网络、德才股份、欢瑞世纪、多伦科技、吉视传媒、盛视科技、新华文轩、果麦文化 |\n| 传媒 | 14 | 广电网络、新经典、新华传媒、慈文传媒、龙版传媒、博纳影业、欢瑞世纪、吉视传媒 |\n| 西部大开发 | 11 | 广电网络、莱美药业、博纳影业、百洋股份、欢瑞世纪、长城电工、德新科技、新华文轩 |\n| IP经济(谷子经济) | 11 | 新经典、东百集团、慈文传媒、龙版传媒、博纳影业、欢瑞世纪、吉视传媒、新华文轩 |\n| AIGC概念 | 11 | 德才股份、慈文传媒、博纳影业、欢瑞世纪、吉视传媒、盛视科技、新华文轩、果麦文化 |\n| 乡村振兴 | 10 | 广电网络、丽人丽妆、德才股份、百洋股份、吉视传媒、金丹科技、上海电影、德生科技 |\n| 文化传媒 | 10 | 广电网络、新经典、新华传媒、龙版传媒、吉视传媒、新华文轩、果麦文化、掌阅科技 |\n\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 国企改革 | 26 |\n| AI应用 | 20 |\n| 文化传媒概念 | 16 |\n| 人工智能 | 16 |\n| 传媒 | 15 |\n| IP经济(谷子经济) | 15 |\n| DeepSeek概念 | 13 |\n| AI智能体 | 13 |\n| 西部大开发 | 12 |\n| AIGC概念 | 12 |\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| 短剧游戏 | +1.86% | +7.07% | +4.61% | — |\n| AI视频 | +1.53% | +6.60% | — | — |\n| 知识产权保护 | +1.44% | +5.96% | — | — |\n| AI语料 | +1.24% | +5.70% | +4.61% | — |\n| 证金持股 | +1.21% | — | — | — |\n| 赛马概念 | +1.21% | — | — | — |\n| 文化传媒概念 | +1.03% | +4.79% | — | — |\n| 手机游戏 | +0.86% | +3.95% | — | — |\n| 网络游戏 | +0.61% | — | — | — |\n| 快手概念 | +0.57% | +3.86% | — | — |\n| 猴痘概念 | — | — | +4.50% | — |\n| 钠离子电池 | — | +4.33% | — | — |\n| 生物疫苗 | — | — | +4.28% | — |\n| 家庭医生 | — | — | +4.18% | — |\n| 幽门螺杆菌概念 | — | — | +3.91% | — |\n| NFT概念 | — | +3.87% | — | — |\n| 重组蛋白 | — | — | +3.81% | — |\n| 芬太尼 | — | — | +3.80% | — |\n| 细胞免疫治疗 | — | — | +3.62% | — |\n| 阿尔茨海默概念 | — | — | +3.60% | — |\n| 高股息精选 | — | +3.38% | — | — |\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## 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 | 金健米业 | -8.43% | — |\n| 2 | 江淮汽车 | -3.08% | — |\n| 3 | 新华传媒 | +9.98% | — |\n| 4 | 九阳股份 | +9.98% | — |\n| 5 | 哈药股份 | -10.01% | — |\n| 6 | 东百集团 | +10.04% | — |\n| 7 | 时代万恒 | +10.03% | — |\n| 8 | 大金重工 | +7.66% | — |\n| 9 | 中文在线 | +3.84% | — |\n| 10 | 中际旭创 | -6.41% | — |\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 | 156.24 | -6.41% | 1.90% | 724.47 |\n| 2 | 300750 | 宁德时代 | 125.80 | +0.21% | 0.98% | 298.38 |\n| 3 | 300502 | 新易盛 | 125.49 | -6.10% | 2.79% | 347.60 |\n| 4 | 688825 | 长鑫科技 | 109.80 | -5.22% | 4.96% | 48.34 |\n| 5 | 002384 | 东山精密 | 100.86 | -6.59% | 5.26% | 135.90 |\n| 6 | 688256 | 寒武纪 | 82.90 | -1.43% | 1.33% | 971.88 |\n| 7 | 603986 | 兆易创新 | 79.83 | -4.78% | 3.78% | 310.84 |\n| 8 | 300394 | 天孚通信 | 65.05 | -2.34% | 2.53% | 229.54 |\n| 9 | 002709 | 天赐材料 | 58.86 | -2.63% | 10.99% | 34.74 |\n| 10 | 600127 | 金健米业 | 58.81 | -8.43% | 58.23% | 13.90 |\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": {
"强势股复盘": {
"date": "2026-10-12",
"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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{
"rank": 1,
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"name": "九阳股份",
"sector": "深主板",
"industry": "家用电器",
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"九阳股份(002242)龙虎榜数据(10-12)",
"九阳股份(002242)龙虎榜数据(10-09)",
"涨停、炸板、又涨停！澄清和华为关系后，002242斩获“五连板”",
"九阳股份(002242)龙虎榜数据(10-08)",
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{
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"code": "600825",
"name": "新华传媒",
"sector": "沪主板",
"industry": "传媒",
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"name": "时代万恒",
"sector": "沪主板",
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"reason_tags": "新能源电池+圆柱锂电+辽宁国资",
"reason": "圆柱锂电、新能源电池概念引爆股价，六连板后公司提示未涉相关产品",
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"6连板！600241，一分钟直线涨停！",
"直线拉升！600241，五连板！",
"热点概念引爆股价！“五连板”后，600241提示：未涉及该产品",
"600241，5连板！公司发声：产品未涉及固态电池",
"四连板，集体大涨！002882、600241，紧急公告！"
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},
{
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"code": "600812",
"name": "华北制药",
"sector": "沪主板",
"industry": "医药生物",
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"流感",
"肝炎概念",
"仿制药一致性评价",
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"华北制药(600812)龙虎榜数据(10-09)",
"华北制药(600812)龙虎榜数据(10-08)",
"九阳股份5连板，AI视频概念涨幅居前丨强势个股",
"2连板华北制药：公司注射用硫酸链霉素2025年及2026年1—6月销售收入规模较小",
"华北制药提示：注射用硫酸链霉素营收规模较小"
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},
{
"rank": 5,
"code": "605287",
"name": "德才股份",
"sector": "沪主板",
"industry": "建筑装饰",
"concepts": [
"AI视频",
"短剧游戏",
"虚拟现实",
"AIGC概念",
"人工智能",
"AI智能体",
"AI应用",
"文化传媒概念",
"新型城镇化",
"装配式建筑",
"光伏建筑一体化",
"乡村振兴",
"建筑装饰",
"装饰园林",
"AI影视制作",
"AI漫剧",
"视频生成工具"
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"gain_pct": 30.04,
"latest_pct": 10.0,
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"reason": "",
"news_titles": [
"605287，4天3板！AI漫剧概念又火了",
"AI漫剧爆发！领涨龙头，4天3板",
"10月12日A股收评：双创指数缩量跌超2% 银行股逆市走强 三大国有大行股价续创历史新高",
"又一短剧应用海外爆火！AI漫剧概念走强，德才股份4天3板",
"字节出海短剧杀疯了！“海外版红果”PineDrama上线9个月下载破亿"
]
},
{
"rank": 6,
"code": "301658",
"name": "首航新能",
"sector": "创业板",
"industry": "电力设备",
"concepts": [
"一带一路",
"储能",
"充电桩",
"人民币贬值受益",
"粤港澳大湾区",
"光伏概念",
"电力设备",
"光伏设备",
"逆变器",
"中欧经济一体化",
"光伏逆变器"
],
"gain_pct": 25.21,
"latest_pct": 20.0,
"reason_tags": "储能系统+光伏逆变器+海外布局",
"reason": "",
"news_titles": [
"直线拉升！301658，午后涨停！",
"首航新能(301658)龙虎榜数据(10-12)",
"10月12日A股收评：双创指数缩量跌超2% 银行股逆市走强 三大国有大行股价续创历史新高",
"突发巨震！2连涨停后，001300，天地板！",
"创业板两融余额减少45.65亿元"
]
},
{
"rank": 7,
"code": "301052",
"name": "果麦文化",
"sector": "创业板",
"industry": "",
"concepts": [],
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"latest_pct": 20.01,
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"news_titles": [
"301052，强势20%封板！传媒，涨停潮！",
"果麦文化(301052)龙虎榜数据(10-12)",
"10月12日A股收评：双创指数缩量跌超2% 银行股逆市走强 三大国有大行股价续创历史新高",
"A股午后跌幅扩大，银行股逆势大涨",
"机构风向标 | 果麦文化(301052)2026年二季度已披露持仓机构仅6家"
]
},
{
"rank": 8,
"code": "300006",
"name": "莱美药业",
"sector": "创业板",
"industry": "医药生物",
"concepts": [
"细胞免疫治疗",
"生物疫苗",
"创新药",
"肝炎概念",
"幽门螺杆菌概念",
"辅助生殖",
"仿制药一致性评价",
"眼科医疗",
"医药电商",
"医疗器械概念",
"知识产权保护",
"西部大开发",
"国企改革",
"医药生物",
"化学制药",
"化学制剂"
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"latest_pct": 19.93,
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"reason": "",
"news_titles": [
"莱美药业(300006)龙虎榜数据(10-12)",
"莱美药业(300006.SZ)：全资子公司非奈利酮原料药获上市批准，用于2型糖尿病相关慢性肾病",
"莱美药业拟挂牌转让不动产 底价约3123万元",
"莱美药业拟3123万挂牌卖老厂：连续7年亏损，累计亏超8.7亿",
"知识产权保护概念涨4.64%，主力资金净流入24股"
]
},
{
"rank": 9,
"code": "600693",
"name": "东百集团",
"sector": "沪主板",
"industry": "商贸零售",
"concepts": [
"免税店",
"IP经济(谷子经济)",
"冷链物流",
"跨境电商",
"统一大市场",
"旅游概念",
"物业管理",
"福建自贸区",
"数字经济",
"海峡两岸",
"阿里巴巴概念",
"共封装光学(CPO)",
"商贸零售",
"零售",
"百货零售",
"福建本地股"
],
"gain_pct": 22.59,
"latest_pct": 10.04,
"reason_tags": "光芯片收购+光探测芯片+商业零售",
"reason": "",
"news_titles": [
"东百集团：拟3.16亿元收购光探测芯片公司快灵光电52.67%股权",
"东百集团：子公司拟3.16亿元收购快灵光电52.67%股权 切入光芯片领域",
"东百集团拟3.16亿元收购快灵光电52.6667%股权",
"东百集团：全资子公司东百创智拟3.16亿元收购光探测芯片公司快灵光电52.67%股权",
"东百集团：全资子公司东百创智拟3.16亿元收购光探测芯片公司快灵光电52.67%股权"
]
},
{
"rank": 10,
"code": "002696",
"name": "百洋股份",
"sector": "深主板",
"industry": "农林牧渔",
"concepts": [
"预制菜",
"乡村振兴",
"土壤修复",
"垃圾分类",
"中俄贸易概念",
"西部大开发",
"国企改革",
"污水处理",
"一带一路",
"农林牧渔",
"农产品加工",
"水产饲料"
],
"gain_pct": 22.15,
"latest_pct": 9.97,
"reason_tags": "水产饲料+鱼粉涨价+青岛国资",
"reason": "",
"news_titles": [
"百洋股份(002696)龙虎榜数据(10-12)",
"百洋股份(002696.SZ)：2026年中报净利润为-8253.64万元，同比由盈转亏",
"今日120只股长线走稳 站上年线",
"农林牧渔行业今日净流入资金196.51万元，金健米业等5股净流入资金超3000万元",
"农林牧渔行业今日跌1.50%，主力资金净流出627.39万元"
]
}
],
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"rank": 1,
"code": "600825",
"name": "新华传媒",
"sector": "沪主板",
"industry": "传媒",
"concepts": [
"无人零售",
"上海国企改革",
"AI语料",
"文化传媒概念",
"独角兽概念",
"创投",
"国企改革",
"传媒",
"文化传媒",
"出版"
],
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"latest_pct": 9.98,
"reason_tags": "财联社重组+财经新媒体+图书发行",
"reason": "财联社重组与财经新媒体题材发酵，连续一字涨停引资金追捧",
"news_titles": [
"600825，“十连板”",
"“自然人”大买！600825，十连“一字板”",
"“自然人”现身龙虎榜！600825，“十连板”",
"600825一字涨停，10连板！股民：“太暴力了”",
"600825，9连板"
]
},
{
"rank": 2,
"code": "600241",
"name": "时代万恒",
"sector": "沪主板",
"industry": "电力设备",
"concepts": [
"国企改革",
"锂电池概念",
"电力设备",
"电池",
"锂电池"
],
"gain_pct": 77.26,
"latest_pct": 10.03,
"reason_tags": "新能源电池+圆柱锂电+辽宁国资",
"reason": "圆柱锂电、新能源电池概念引爆股价，六连板后公司提示未涉相关产品",
"news_titles": [
"6连板！600241，一分钟直线涨停！",
"直线拉升！600241，五连板！",
"热点概念引爆股价！“五连板”后，600241提示：未涉及该产品",
"600241，5连板！公司发声：产品未涉及固态电池",
"四连板，集体大涨！002882、600241，紧急公告！"
]
},
{
"rank": 3,
"code": "002242",
"name": "九阳股份",
"sector": "深主板",
"industry": "家用电器",
"concepts": [
"绿色电力",
"净水概念",
"家用电器",
"智能家居",
"机器人概念",
"小家电",
"小家电Ⅲ"
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"reason": "机器人投资题材叠加澄清与华为关系，连续涨停斩获五连板",
"news_titles": [
"九阳股份(002242)龙虎榜数据(10-12)",
"九阳股份(002242)龙虎榜数据(10-09)",
"涨停、炸板、又涨停！澄清和华为关系后，002242斩获“五连板”",
"九阳股份(002242)龙虎榜数据(10-08)",
"九阳股份(002242)龙虎榜数据(09-29)"
]
},
{
"rank": 4,
"code": "601811",
"name": "新华文轩",
"sector": "沪主板",
"industry": "传媒",
"concepts": [
"高股息精选",
"IP经济(谷子经济)",
"文化传媒概念",
"知识产权保护",
"NFT概念",
"体育产业",
"职业教育",
"国企改革",
"AI应用",
"虚拟数字人",
"独角兽概念",
"DeepSeek概念",
"数据确权",
"西部大开发",
"数字经济",
"AIGC概念",
"人工智能",
"区块链",
"百度概念",
"元宇宙",
"华为概念",
"传媒",
"文化传媒",
"出版"
],
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"latest_pct": 10.0,
"reason_tags": "出版传媒+数字教育+收购整合",
"reason": "出版传媒与收购整合题材驱动，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": 5,
"code": "001330",
"name": "博纳影业",
"sector": "深主板",
"industry": "传媒",
"concepts": [
"短剧游戏",
"AI视频",
"文化传媒概念",
"IP经济(谷子经济)",
"AIGC概念",
"抖音概念(字节概念)",
"AI应用",
"腾讯概念",
"阿里巴巴概念",
"西部大开发",
"新疆振兴",
"传媒",
"影视院线",
"影视院线Ⅲ",
"红果短剧",
"视频生成工具",
"AI影视制作",
"即梦AI(Seedance)"
],
"gain_pct": 37.95,
"latest_pct": 10.04,
"reason_tags": "AI电影+AI短剧+影视院线",
"reason": "首部AI超写实院线电影上映在即，影视院线板块走强带动封板",
"news_titles": [
"001330，强势封板！A股这一板块，涨停潮",
"博纳影业(001330)龙虎榜数据(10-12)",
"博纳影业(001330)龙虎榜数据(10-09)",
"博纳影业(001330)龙虎榜数据(09-28)",
"影视院线概念盘中走强，首部AI超写实院线电影上映在即|异动情报"
]
},
{
"rank": 6,
"code": "600812",
"name": "华北制药",
"sector": "沪主板",
"industry": "医药生物",
"concepts": [
"维生素",
"流感",
"肝炎概念",
"仿制药一致性评价",
"创新药",
"生物疫苗",
"眼科医疗",
"合成生物",
"重组蛋白",
"化肥",
"国企改革",
"雄安新区",
"数字经济",
"DeepSeek概念",
"医药生物",
"化学制药",
"化学制剂",
"维生素C"
],
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"latest_pct": 9.95,
"reason_tags": "鼠疫+抗感染药物+创新药研发",
"reason": "抗感染药物概念受关注，公司提示硫酸链霉素营收规模较小",
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"华北制药(600812)龙虎榜数据(10-09)",
"华北制药(600812)龙虎榜数据(10-08)",
"九阳股份5连板，AI视频概念涨幅居前丨强势个股",
"2连板华北制药：公司注射用硫酸链霉素2025年及2026年1—6月销售收入规模较小",
"华北制药提示：注射用硫酸链霉素营收规模较小"
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},
{
"rank": 7,
"code": "688517",
"name": "金冠电气",
"sector": "科创板",
"industry": "电力设备",
"concepts": [
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"柔性直流输电",
"智能电网",
"充电桩",
"高端装备",
"新能源汽车",
"储能",
"高压快充",
"高股息精选",
"电力设备",
"电网设备",
"输变电设备",
"换流阀"
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"reason": "签订光储充协议并斩获20亿海外订单，股价20cm涨停",
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"直线拉升！688517，20cm涨停！",
"签下重磅合同！688517，20cm涨停",
"斩获20亿海外订单，688517“20cm”涨停",
"10月12日A股收评：双创指数缩量跌超2% 银行股逆市走强 三大国有大行股价续创历史新高",
"204只股短线走稳 站上五日均线"
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},
{
"rank": 8,
"code": "603968",
"name": "醋化股份",
"sector": "沪主板",
"industry": "基础化工",
"concepts": [
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"染料",
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"食品及饲料添加剂"
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"news_titles": [
"醋化股份(603968)龙虎榜数据(09-28)",
"今日突破年线个股",
"今日盘中突破年线个股",
"【盘中播报】68只个股突破年线",
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},
{
"rank": 9,
"code": "002667",
"name": "*ST威领",
"sector": "深主板",
"industry": "有色金属",
"concepts": [
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"金属锌",
"垃圾分类",
"小金属概念",
"磷化工",
"锂电池概念",
"储能",
"有色金属",
"能源金属",
"锂",
"锂矿/锂盐"
],
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"latest_pct": 10.0,
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"reason": "",
"news_titles": [
"*ST威领(002667)龙虎榜数据(09-29)",
"*ST威领：山南锑金要约收购结果出炉 股票明起复牌",
"*ST威领控股股东所持1000万股股份将被司法拍卖",
"*ST威领(002667.SZ)：控股股东上海领亿所持285万股被撤回后重新挂拍，将于10月9日司法拍卖",
"收购预案已披露、要约收购完成，两家上市公司今日复牌"
]
},
{
"rank": 10,
"code": "301052",
"name": "果麦文化",
"sector": "创业板",
"industry": "",
"concepts": [],
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"latest_pct": 20.01,
"reason_tags": "AI出版+短剧+AIGC+教辅图书",
"reason": "AI出版、AIGC与短剧题材叠加传媒涨停潮，强势20%封板",
"news_titles": [
"301052，强势20%封板！传媒，涨停潮！",
"果麦文化(301052)龙虎榜数据(10-12)",
"10月12日A股收评：双创指数缩量跌超2% 银行股逆市走强 三大国有大行股价续创历史新高",
"A股午后跌幅扩大，银行股逆势大涨",
"机构风向标 | 果麦文化(301052)2026年二季度已披露持仓机构仅6家"
]
}
],
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{
"theme": "国企改",
"count": 6,
"reps": [
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"时代万恒",
"华北制药",
"首航新能",
"莱美药业",
"百洋股份"
]
},
{
"theme": "电力",
"count": 3,
"reps": [
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"时代万恒",
"首航新能"
]
},
{
"theme": "消费",
"count": 3,
"reps": [
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"东百集团"
]
},
{
"theme": "AI算力",
"count": 3,
"reps": [
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"德才股份",
"东百集团"
]
},
{
"theme": "储能锂电",
"count": 3,
"reps": [
"时代万恒",
"德才股份",
"首航新能"
]
},
{
"theme": "地产链",
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"九阳股份",
"德才股份"
]
},
{
"theme": "传媒",
"count": 2,
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"新华传媒",
"德才股份"
]
},
{
"theme": "医药",
"count": 2,
"reps": [
"华北制药",
"莱美药业"
]
},
{
"theme": "眼科医疗",
"count": 2,
"reps": [
"华北制药",
"莱美药业"
]
},
{
"theme": "化工",
"count": 2,
"reps": [
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},
{
"theme": "数字经济",
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"reps": [
"华北制药",
"东百集团"
]
},
{
"theme": "乡村振兴",
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"德才股份",
"百洋股份"
]
},
{
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"莱美药业",
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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": "雄安新区",
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},
{
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},
{
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},
{
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},
{
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},
{
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"reps": [
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]
},
{
"theme": "粤港澳大湾区",
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"reps": [
"首航新能"
]
},
{
"theme": "中欧经济一体化",
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"reps": [
"首航新能"
]
},
{
"theme": "细胞免疫治疗",
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},
{
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]
},
{
"theme": "辅助生殖",
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},
{
"theme": "知识产权保护",
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},
{
"theme": "免税店",
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},
{
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]
},
{
"theme": "冷链物流",
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},
{
"theme": "跨境电商",
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},
{
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},
{
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},
{
"theme": "福建自贸区",
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"reps": [
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},
{
"theme": "海峡两岸",
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},
{
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},
{
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"count": 1,
"reps": [
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},
{
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"count": 1,
"reps": [
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},
{
"theme": "土壤修复",
"count": 1,
"reps": [
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]
},
{
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]
},
{
"theme": "中俄贸易概念",
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},
{
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},
{
"theme": "农林牧渔",
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},
{
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},
{
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}
],
"ten_day_theme": [
{
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},
{
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},
{
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"reps": [
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},
{
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"reps": [
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]
},
{
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},
{
"theme": "化工",
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},
{
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},
{
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]
},
{
"theme": "高股息精选",
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]
},
{
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]
},
{
"theme": "DeepSeek概念",
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"华北制药"
]
},
{
"theme": "西部大开发",
"count": 2,
"reps": [
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"博纳影业"
]
},
{
"theme": "数字经济",
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]
},
{
"theme": "维生素",
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"reps": [
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"醋化股份"
]
},
{
"theme": "创投",
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]
},
{
"theme": "净水概念",
"count": 1,
"reps": [
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]
},
{
"theme": "地产链",
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"reps": [
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]
},
{
"theme": "机器人",
"count": 1,
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]
},
{
"theme": "知识产权保护",
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]
},
{
"theme": "体育产业",
"count": 1,
"reps": [
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]
},
{
"theme": "职业教育",
"count": 1,
"reps": [
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]
},
{
"theme": "虚拟数字人",
"count": 1,
"reps": [
"新华文轩"
]
},
{
"theme": "数据确权",
"count": 1,
"reps": [
"新华文轩"
]
},
{
"theme": "区块链",
"count": 1,
"reps": [
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]
},
{
"theme": "百度概念",
"count": 1,
"reps": [
"新华文轩"
]
},
{
"theme": "华为概念",
"count": 1,
"reps": [
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]
},
{
"theme": "腾讯概念",
"count": 1,
"reps": [
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]
},
{
"theme": "阿里巴巴概念",
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]
},
{
"theme": "新疆振兴",
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]
},
{
"theme": "红果短剧",
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]
},
{
"theme": "视频生成工具",
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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": "输变电设备",
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]
},
{
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},
{
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]
},
{
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"reps": [
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]
},
{
"theme": "食品及饲料添加剂",
"count": 1,
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]
},
{
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]
},
{
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]
},
{
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},
"指数行情与量能": {
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"indices": {
"000001": {
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"daily": [
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{
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]
},
"399006": {
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{
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{
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"close_pct": -2.6125999999999983,
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"amt_yi": 3944.8023
}
]
},
"000688": {
"name": "科创50",
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{
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"amt_yi": 718.78699989
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{
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}
]
},
"000852": {
"name": "中证2000（小微盘）",
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},
{
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"amt_yi": 3372.3830858099996
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"amt_yi": 3708.98944448
},
{
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"amt_yi": 4181.37839905
},
{
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}
]
}
},
"charts": {
"index_change": {
"names": [
"上证指数",
"创业板指",
"科创50",
"中证2000（小微盘）"
],
"vals": [
-0.43,
-2.61,
-2.1,
-2.1
]
},
"index_amount": {
"labels": [
"09-29",
"09-30",
"10-08",
"10-09",
"10-12"
],
"series": {
"上证指数": [
6617.0,
6794.0,
8112.0,
8886.0,
7149.0
],
"创业板指": [
3591.0,
3690.0,
4253.0,
4948.0,
3945.0
],
"科创50": [
645.0,
719.0,
824.0,
920.0,
646.0
],
"中证2000（小微盘）": [
3290.0,
3372.0,
3709.0,
4181.0,
3408.0
]
},
"colors": {
"上证指数": "#1f77b4",
"科创50": "#ff7f0e",
"创业板指": "#ffd700",
"中证2000（小微盘）": "#2ca02c"
}
},
"auction": {
"labels": [
"10-06",
"10-07",
"10-08",
"10-09",
"10-12"
],
"series": {
"创业板指": [
9.79,
9.79,
12.54,
12.85,
11.86
],
"科创50": [
2.66,
2.66,
7.35,
6.02,
3.5
]
},
"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"
]
},
"市场广度": {
"date": "2026-10-12",
"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": [
"2026-09-29",
"2026-09-30",
"2026-10-08",
"2026-10-09",
"2026-10-12"
],
"up_count": [
3471.0,
2568.0,
1697.0,
3297.0,
1167.0
],
"down_count": [
0,
0,
0,
0,
0
],
"ratio": [
Infinity,
Infinity,
Infinity,
Infinity,
Infinity
]
}
},
"涨跌停情绪": {
"date": "2026-10-12",
"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": [
"2026-09-29",
"2026-09-30",
"2026-10-08",
"2026-10-09",
"2026-10-12"
],
"limit_up": [
57.0,
56.0,
45.0,
72.0,
48.0
],
"limit_down": [
11.0,
12.0,
15.0,
10.0,
22.0
],
"ratio": [
5.18,
4.67,
3.0,
7.2,
2.18
],
"lianban_count": [
0.0,
0.0,
0.0,
0.0,
0.0
],
"market_height": [
6.0,
7.0,
8.0,
9.0,
10.0
],
"bomb_count": 26,
"bomb_rate": 35.1
}
},
"板块跌幅排行": {
"date": "2026-10-12",
"source": "**板块范围**：概念板块（东财板块代码 BKxxxx）。
**数据源**：iwencai_mcp。
**口径**：当日(f3) / 近5日(f109) / 近10日(f110) 为区间累计跌幅，由数据源直接提供（未自行拉 K 线）。",
"day": [
{
"rank": 1,
"name": "转基因",
"pct": -4.2
},
{
"rank": 2,
"name": "粮食概念",
"pct": -3.98
},
{
"rank": 3,
"name": "科创次新股",
"pct": -3.67
},
{
"rank": 4,
"name": "MLCC概念",
"pct": -3.52
},
{
"rank": 5,
"name": "大豆",
"pct": -3.47
}
],
"five_day": [],
"ten_day": [
{
"rank": 1,
"name": "F5G概念",
"pct": -16.17
},
{
"rank": 2,
"name": "共封装光学(CPO)",
"pct": -16.13
},
{
"rank": 3,
"name": "铜缆高速连接",
"pct": -15.87
},
{
"rank": 4,
"name": "光刻机",
"pct": -15.33
},
{
"rank": 5,
"name": "玻璃基板",
"pct": -15.17
}
]
},
"涨停板复盘": {
"date": "2026-10-12",
"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": "002242",
"name": "九阳股份",
"price": 16.64,
"pct": 9.98,
"amount": 1996903760,
"float_cap": 12675780000.0,
"turnover": 16.07,
"limit_days": 6,
"first_seal": "09:25:00",
"last_seal": "10:45:12",
"seal_fund": 59186816,
"break_times": 5,
"industry": "家用电器",
"zt_stat": "6天6板",
"reason": "机器人投资+厨房小家电+产品创新",
"high_days": "6天6板",
"board_type": "T字板",
"seal_rate": 0.8888888888888888
},
{
"code": "600812",
"name": "华北制药",
"price": 6.63,
"pct": 9.95,
"amount": 1002097840,
"float_cap": 11375292353.1,
"turnover": 8.83,
"limit_days": 3,
"first_seal": "09:25:01",
"last_seal": "09:37:58",
"seal_fund": 143673870,
"break_times": 2,
"industry": "医药生物",
"zt_stat": "3天3板",
"reason": "鼠疫+抗感染药物+创新药研发",
"high_days": "3天3板",
"board_type": "T字板",
"seal_rate": 0.5
},
{
"code": "600831",
"name": "广电网络",
"price": 3.91,
"pct": 10.14,
"amount": 154024936,
"float_cap": 2779802738.7200003,
"turnover": 5.6,
"limit_days": 1,
"first_seal": "09:25:01",
"last_seal": "10:01:25",
"seal_fund": 68117736,
"break_times": 1,
"industry": "电视广播",
"zt_stat": "1天1板",
"reason": "预重整+重整投资人+算力云网",
"high_days": "首板",
"board_type": "T字板",
"seal_rate": 0.375
},
{
"code": "603096",
"name": "新经典",
"price": 19.06,
"pct": 9.98,
"amount": 70752073,
"float_cap": 2939711933.4399996,
"turnover": 2.41,
"limit_days": 2,
"first_seal": "09:25:01",
"last_seal": "09:25:01",
"seal_fund": 131756614,
"break_times": 0,
"industry": "传媒",
"zt_stat": "2天2板",
"reason": "图书出版+AI应用+内容IP",
"high_days": "2天2板",
"board_type": "一字板",
"seal_rate": null
},
{
"code": "605136",
"name": "丽人丽妆",
"price": 10.38,
"pct": 9.96,
"amount": 42697922,
"float_cap": 4156759230.0000005,
"turnover": 1.03,
"limit_days": 2,
"first_seal": "09:25:01",
"last_seal": "09:25:01",
"seal_fund": 183524835,
"break_times": 0,
"industry": "互联网电",
"zt_stat": "2天2板",
"reason": "化妆品电商+海外总代+业绩扭亏",
"high_days": "2天2板",
"board_type": "一字板",
"seal_rate": 0.75
},
{
"code": "605287",
"name": "德才股份",
"price": 44.2,
"pct": 10.0,
"amount": 103640160,
"float_cap": 6188000000.0,
"turnover": 1.67,
"limit_days": 2,
"first_seal": "09:25:01",
"last_seal": "09:25:01",
"seal_fund": 239409300,
"break_times": 0,
"industry": "建筑装饰",
"zt_stat": "4天3板",
"reason": "AI漫剧+火山引擎合作+建筑装饰",
"high_days": "4天3板",
"board_type": "一字板",
"seal_rate": 0.85
},
{
"code": "600693",
"name": "东百集团",
"price": 11.18,
"pct": 10.04,
"amount": 302864560,
"float_cap": 9714892102.76,
"turnover": 3.12,
"limit_days": 1,
"first_seal": "09:25:02",
"last_seal": "09:25:02",
"seal_fund": 320562015,
"break_times": 0,
"industry": "商业贸易",
"zt_stat": "1天1板",
"reason": "光芯片收购+光探测芯片+商业零售",
"high_days": "首板",
"board_type": "一字板",
"seal_rate": 0.7391304347826086
},
{
"code": "600825",
"name": "新华传媒",
"price": 13.78,
"pct": 9.98,
"amount": 487084176,
"float_cap": 14398554573.0,
"turnover": 3.38,
"limit_days": 10,
"first_seal": "09:25:02",
"last_seal": "09:25:02",
"seal_fund": 1016510886,
"break_times": 0,
"industry": "传媒",
"zt_stat": "10天10板",
"reason": "财联社重组+财经新媒体+图书发行",
"high_days": "10天10板",
"board_type": "一字板",
"seal_rate": 0.75
},
{
"code": "002343",
"name": "慈文传媒",
"price": 6.69,
"pct": 10.03,
"amount": 189454780,
"float_cap": 3168921113.34,
"turnover": 5.99,
"limit_days": 2,
"first_seal": "09:30:00",
"last_seal": "09:30:00",
"seal_fund": 141656200,
"break_times": 0,
"industry": "传媒",
"zt_stat": "2天2板",
"reason": "微短剧+影视IP+江西国资",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.3333333333333333
},
{
"code": "300006",
"name": "莱美药业",
"price": 6.56,
"pct": 19.93,
"amount": 1333525056,
"float_cap": 6926185090.879999,
"turnover": 19.34,
"limit_days": 1,
"first_seal": "09:30:00",
"last_seal": "14:08:54",
"seal_fund": 67066973,
"break_times": 8,
"industry": "医药生物",
"zt_stat": "1天1板",
"reason": "抗癌药物+纳米炭铁+资产出售",
"high_days": "首板",
"board_type": "T字板",
"seal_rate": 0.5
},
{
"code": "605577",
"name": "龙版传媒",
"price": 17.82,
"pct": 10.0,
"amount": 252983433,
"float_cap": 7920000009.900001,
"turnover": 3.19,
"limit_days": 2,
"first_seal": "09:30:02",
"last_seal": "09:30:02",
"seal_fund": 138536154,
"break_times": 0,
"industry": "传媒",
"zt_stat": "4天3板",
"reason": "AI漫剧+数字出版+出版发行",
"high_days": "4天3板",
"board_type": "T字板",
"seal_rate": 0.9
},
{
"code": "001330",
"name": "博纳影业",
"price": 7.67,
"pct": 10.04,
"amount": 1572119120,
"float_cap": 8919038959.74,
"turnover": 17.8,
"limit_days": 2,
"first_seal": "09:30:09",
"last_seal": "09:46:09",
"seal_fund": 85265089,
"break_times": 2,
"industry": "传媒",
"zt_stat": "6天3板",
"reason": "AI电影+AI短剧+影视院线",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.6666666666666666
},
{
"code": "002696",
"name": "百洋股份",
"price": 8.05,
"pct": 9.97,
"amount": 103751651,
"float_cap": 2690784289.9,
"turnover": 3.89,
"limit_days": 2,
"first_seal": "09:30:12",
"last_seal": "09:30:12",
"seal_fund": 42501874,
"break_times": 0,
"industry": "饲料",
"zt_stat": "2天2板",
"reason": "水产饲料+鱼粉涨价+青岛国资",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.5555555555555556
},
{
"code": "600241",
"name": "时代万恒",
"price": 12.94,
"pct": 10.03,
"amount": 1199299600,
"float_cap": 3808269368.1,
"turnover": 32.01,
"limit_days": 6,
"first_seal": "09:30:22",
"last_seal": "14:12:01",
"seal_fund": 31216947,
"break_times": 3,
"industry": "电力设备",
"zt_stat": "6天6板",
"reason": "新能源电池+圆柱锂电+辽宁国资",
"high_days": "6天6板",
"board_type": "换手板",
"seal_rate": 0.5
},
{
"code": "600851",
"name": "海欣股份",
"price": 8.6,
"pct": 9.97,
"amount": 260385601,
"float_cap": 6348572546.0,
"turnover": 4.19,
"limit_days": 1,
"first_seal": "09:31:12",
"last_seal": "13:03:30",
"seal_fund": 37410851,
"break_times": 1,
"industry": "医药生物",
"zt_stat": "1天1板",
"reason": "股东变更+APDC+医药健康",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.6
},
{
"code": "000892",
"name": "欢瑞世纪",
"price": 5.34,
"pct": 10.1,
"amount": 1258263824,
"float_cap": 3795665613.36,
"turnover": 33.81,
"limit_days": 2,
"first_seal": "09:31:54",
"last_seal": "13:10:27",
"seal_fund": 51218610,
"break_times": 3,
"industry": "传媒",
"zt_stat": "2天2板",
"reason": "AI漫剧+互动影游+影视制作",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.84
},
{
"code": "603528",
"name": "多伦科技",
"price": 7.05,
"pct": 9.98,
"amount": 106282238,
"float_cap": 4976807423.55,
"turnover": 2.18,
"limit_days": 1,
"first_seal": "09:33:36",
"last_seal": "09:33:36",
"seal_fund": 46128565,
"break_times": 0,
"industry": "计算机",
"zt_stat": "1天1板",
"reason": "AI应用+人形机器人+智慧驾培",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.5
},
{
"code": "688517",
"name": "金冠电气",
"price": 21.18,
"pct": 20.0,
"amount": 470683168,
"float_cap": 2893467237.12,
"turnover": 16.71,
"limit_days": 1,
"first_seal": "09:33:47",
"last_seal": "13:10:44",
"seal_fund": 30846234,
"break_times": 2,
"industry": "电力设备",
"zt_stat": "1天1板",
"reason": "签订光储充协议+陶瓷基板+特高压+充电桩",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "601929",
"name": "吉视传媒",
"price": 2.75,
"pct": 10.0,
"amount": 1396036320,
"float_cap": 9596917462.0,
"turnover": 14.77,
"limit_days": 2,
"first_seal": "09:34:12",
"last_seal": "10:15:48",
"seal_fund": 98932350,
"break_times": 2,
"industry": "电视广播",
"zt_stat": "2天2板",
"reason": "智慧广电+AI微短剧+AI应用+算力租赁",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.8571428571428571
},
{
"code": "600192",
"name": "长城电工",
"price": 7.93,
"pct": 9.99,
"amount": 150851604,
"float_cap": 3503061640.0,
"turnover": 4.38,
"limit_days": 1,
"first_seal": "09:37:04",
"last_seal": "09:37:28",
"seal_fund": 66454193,
"break_times": 1,
"industry": "电力设备",
"zt_stat": "1天1板",
"reason": "输配电设备+核电项目+资产剥离",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8461538461538461
},
{
"code": "603032",
"name": "德新科技",
"price": 20.42,
"pct": 10.02,
"amount": 653535808,
"float_cap": 4755442272.0,
"turnover": 13.93,
"limit_days": 1,
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"last_seal": "14:23:26",
"seal_fund": 6818625,
"break_times": 4,
"industry": "电力设备",
"zt_stat": "1天1板",
"reason": "锂电模具+固态电池+机器人减速器",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.5555555555555556
},
{
"code": "002441",
"name": "众业达",
"price": 9.21,
"pct": 10.04,
"amount": 254621752,
"float_cap": 3674461009.59,
"turnover": 6.98,
"limit_days": 1,
"first_seal": "09:37:48",
"last_seal": "11:05:00",
"seal_fund": 15190053,
"break_times": 2,
"industry": "电力设备",
"zt_stat": "1天1板",
"reason": "工业电气分销+电网设备+业绩增长",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "002576",
"name": "通达动力",
"price": 16.07,
"pct": 9.99,
"amount": 141156693,
"float_cap": 2603783065.9700003,
"turnover": 5.48,
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"seal_fund": 30412475,
"break_times": 1,
"industry": "电力设备",
"zt_stat": "1天1板",
"reason": "电机铁芯+风电+机器人概念+新能源汽车",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.0
},
{
"code": "002531",
"name": "天顺风能",
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"amount": 839926256,
"float_cap": 14777403313.73,
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"break_times": 0,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "海上风电+海工装备+油气船舶",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.75
},
{
"code": "002692",
"name": "远程股份",
"price": 5.24,
"pct": 10.08,
"amount": 266233014,
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"turnover": 7.42,
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"industry": "电力设备",
"zt_stat": "2天2板",
"reason": "电线电缆+数据中心电缆+电网应用+参股半导体",
"high_days": "2天2板",
"board_type": "换手板",
"seal_rate": 0.6
},
{
"code": "300829",
"name": "金丹科技",
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"pct": 20.0,
"amount": 613444352,
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"break_times": 0,
"industry": "基础化工",
"zt_stat": "1天1板",
"reason": "聚乳酸+乳酸提价+可降解材料",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "002990",
"name": "盛视科技",
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"amount": 681227392,
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"industry": "计算机",
"zt_stat": "1天1板",
"reason": "智算业务+机器人+智慧口岸",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 0.8421052631578947
},
{
"code": "600560",
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"amount": 80256859,
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"break_times": 0,
"industry": "机械设备",
"zt_stat": "1天1板",
"reason": "冶金自动化+钢铁智能化+国有股东",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": null
},
{
"code": "601811",
"name": "新华文轩",
"price": 23.0,
"pct": 10.0,
"amount": 1264841568,
"float_cap": 18213789700.0,
"turnover": 7.27,
"limit_days": 2,
"first_seal": "09:54:53",
"last_seal": "10:28:02",
"seal_fund": 46726823,
"break_times": 3,
"industry": "传媒",
"zt_stat": "11天8板",
"reason": "出版传媒+数字教育+收购整合",
"high_days": "11天8板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "301419",
"name": "阿莱德",
"price": 47.7,
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"amount": 422151504,
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"first_seal": "09:55:45",
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"break_times": 1,
"industry": "通信",
"zt_stat": "1天1板",
"reason": "光通信散热+重大资产重组+热管理材料",
"high_days": "首板",
"board_type": "换手板",
"seal_rate": 1.0
},
{
"code": "301052",
"name": "果麦文化",
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"theme": "网络安全",
"count": 4,
"reps": [
"吉视传媒",
"盛视科技",
"博汇科技",
"格尔软件"
]
},
{
"theme": "维生素",
"count": 3,
"reps": [
"华北制药",
"海欣股份",
"醋化股份"
]
},
{
"theme": "数据确权",
"count": 3,
"reps": [
"广电网络",
"新华文轩",
"德生科技"
]
},
{
"theme": "通信",
"count": 3,
"reps": [
"广电网络",
"吉视传媒",
"阿莱德"
]
},
{
"theme": "拼多多概念",
"count": 3,
"reps": [
"丽人丽妆",
"新 华 都",
"恒大高新"
]
},
{
"theme": "跨境电商",
"count": 3,
"reps": [
"丽人丽妆",
"东百集团",
"新 华 都"
]
},
{
"theme": "创投",
"count": 3,
"reps": [
"丽人丽妆",
"新华传媒",
"慈文传媒"
]
},
{
"theme": "虚拟现实",
"count": 3,
"reps": [
"德才股份",
"慈文传媒",
"吉视传媒"
]
},
{
"theme": "视频生成工具",
"count": 3,
"reps": [
"德才股份",
"博纳影业",
"掌阅科技"
]
},
{
"theme": "冷链物流",
"count": 3,
"reps": [
"东百集团",
"盛视科技",
"宏辉果蔬"
]
},
{
"theme": "福建自贸区",
"count": 3,
"reps": [
"东百集团",
"新 华 都",
"松霖科技"
]
},
{
"theme": "独角兽概念",
"count": 3,
"reps": [
"新华传媒",
"新华文轩",
"掌阅科技"
]
},
{
"theme": "新疆振兴",
"count": 3,
"reps": [
"博纳影业",
"德新科技",
"格尔软件"
]
},
{
"theme": "虚拟数字人",
"count": 3,
"reps": [
"欢瑞世纪",
"新华文轩",
"新 华 都"
]
},
{
"theme": "华为鲲鹏",
"count": 3,
"reps": [
"多伦科技",
"博汇科技",
"格尔软件"
]
},
{
"theme": "输变电设备",
"count": 3,
"reps": [
"金冠电气",
"长城电工",
"众业达"
]
},
{
"theme": "数字孪生",
"count": 3,
"reps": [
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"远程股份",
"博汇科技"
]
},
{
"theme": "2026中报预增",
"count": 3,
"reps": [
"德新科技",
"盛视科技",
"松霖科技"
]
},
{
"theme": "区块链",
"count": 3,
"reps": [
"新华文轩",
"格尔软件",
"德生科技"
]
},
{
"theme": "人民币贬值受益",
"count": 3,
"reps": [
"阿莱德",
"松霖科技",
"首航新能"
]
},
{
"theme": "眼科医疗",
"count": 2,
"reps": [
"华北制药",
"莱美药业"
]
},
{
"theme": "数字乡村",
"count": 2,
"reps": [
"广电网络",
"吉视传媒"
]
},
{
"theme": "农村电商",
"count": 2,
"reps": [
"广电网络",
"德生科技"
]
},
{
"theme": "电视广播",
"count": 2,
"reps": [
"广电网络",
"吉视传媒"
]
},
{
"theme": "三胎概念",
"count": 2,
"reps": [
"丽人丽妆",
"果麦文化"
]
},
{
"theme": "统一大市场",
"count": 2,
"reps": [
"东百集团",
"新 华 都"
]
},
{
"theme": "物业管理",
"count": 2,
"reps": [
"东百集团",
"海欣股份"
]
},
{
"theme": "海峡两岸",
"count": 2,
"reps": [
"东百集团",
"新 华 都"
]
},
{
"theme": "京津冀一体化",
"count": 2,
"reps": [
"慈文传媒",
"德生科技"
]
},
{
"theme": "细胞免疫治疗",
"count": 2,
"reps": [
"莱美药业",
"海欣股份"
]
},
{
"theme": "红果短剧",
"count": 2,
"reps": [
"博纳影业",
"欢瑞世纪"
]
},
{
"theme": "垃圾分类",
"count": 2,
"reps": [
"百洋股份",
"恒大高新"
]
},
{
"theme": "华为昇腾",
"count": 2,
"reps": [
"多伦科技",
"盛视科技"
]
},
{
"theme": "高压快充",
"count": 2,
"reps": [
"多伦科技",
"金冠电气"
]
},
{
"theme": "软件开发",
"count": 2,
"reps": [
"多伦科技",
"格尔软件"
]
},
{
"theme": "高端装备",
"count": 2,
"reps": [
"金冠电气",
"祥和实业"
]
},
{
"theme": "安防",
"count": 2,
"reps": [
"吉视传媒",
"盛视科技"
]
},
{
"theme": "农业种植",
"count": 2,
"reps": [
"金丹科技",
"宏辉果蔬"
]
},
{
"theme": "食品及饲料添加剂",
"count": 2,
"reps": [
"金丹科技",
"醋化股份"
]
},
{
"theme": "机械设备",
"count": 2,
"reps": [
"金自天正",
"祥和实业"
]
},
{
"theme": "体育产业",
"count": 2,
"reps": [
"新华文轩",
"新 华 都"
]
},
{
"theme": "股权转让(并购重组)",
"count": 2,
"reps": [
"阿莱德",
"宏辉果蔬"
]
},
{
"theme": "IT服务",
"count": 2,
"reps": [
"博汇科技",
"德生科技"
]
},
{
"theme": "IT服务Ⅲ",
"count": 2,
"reps": [
"博汇科技",
"德生科技"
]
},
{
"theme": "电子身份证",
"count": 2,
"reps": [
"格尔软件",
"德生科技"
]
},
{
"theme": "粤港澳大湾区",
"count": 2,
"reps": [
"德生科技",
"首航新能"
]
},
{
"theme": "净水概念",
"count": 1,
"reps": [
"九阳股份"
]
},
{
"theme": "合成生物",
"count": 1,
"reps": [
"华北制药"
]
},
{
"theme": "重组蛋白",
"count": 1,
"reps": [
"华北制药"
]
},
{
"theme": "雄安新区",
"count": 1,
"reps": [
"华北制药"
]
},
{
"theme": "维生素C",
"count": 1,
"reps": [
"华北制药"
]
},
{
"theme": "PPP概念",
"count": 1,
"reps": [
"广电网络"
]
},
{
"theme": "摘帽",
"count": 1,
"reps": [
"广电网络"
]
},
{
"theme": "互联网电商",
"count": 1,
"reps": [
"丽人丽妆"
]
},
{
"theme": "互联网电商Ⅲ",
"count": 1,
"reps": [
"丽人丽妆"
]
},
{
"theme": "免税店",
"count": 1,
"reps": [
"东百集团"
]
},
{
"theme": "福建本地股",
"count": 1,
"reps": [
"东百集团"
]
},
{
"theme": "幽门螺杆菌概念",
"count": 1,
"reps": [
"莱美药业"
]
},
{
"theme": "辅助生殖",
"count": 1,
"reps": [
"莱美药业"
]
},
{
"theme": "黑龙江自贸区",
"count": 1,
"reps": [
"龙版传媒"
]
},
{
"theme": "预制菜",
"count": 1,
"reps": [
"百洋股份"
]
},
{
"theme": "土壤修复",
"count": 1,
"reps": [
"百洋股份"
]
},
{
"theme": "中俄贸易概念",
"count": 1,
"reps": [
"百洋股份"
]
},
{
"theme": "污水处理",
"count": 1,
"reps": [
"百洋股份"
]
},
{
"theme": "农林牧渔",
"count": 1,
"reps": [
"百洋股份"
]
},
{
"theme": "农产品加工",
"count": 1,
"reps": [
"百洋股份"
]
},
{
"theme": "水产饲料",
"count": 1,
"reps": [
"百洋股份"
]
},
{
"theme": "参股券商",
"count": 1,
"reps": [
"海欣股份"
]
},
{
"theme": "垂直应用软件",
"count": 1,
"reps": [
"多伦科技"
]
},
{
"theme": "检测服务",
"count": 1,
"reps": [
"多伦科技"
]
},
{
"theme": "低空基建",
"count": 1,
"reps": [
"多伦科技"
]
},
{
"theme": "激光雷达",
"count": 1,
"reps": [
"多伦科技"
]
},
{
"theme": "换流阀",
"count": 1,
"reps": [
"金冠电气"
]
},
{
"theme": "时空大数据",
"count": 1,
"reps": [
"吉视传媒"
]
},
{
"theme": "食品安全",
"count": 1,
"reps": [
"吉视传媒"
]
},
{
"theme": "宁德时代概念",
"count": 1,
"reps": [
"众业达"
]
},
{
"theme": "电机",
"count": 1,
"reps": [
"通达动力"
]
},
{
"theme": "电机Ⅲ",
"count": 1,
"reps": [
"通达动力"
]
},
{
"theme": "海工装备",
"count": 1,
"reps": [
"天顺风能"
]
},
{
"theme": "塔筒",
"count": 1,
"reps": [
"天顺风能"
]
},
{
"theme": "叶片",
"count": 1,
"reps": [
"天顺风能"
]
},
{
"theme": "线缆部件及其他",
"count": 1,
"reps": [
"远程股份"
]
},
{
"theme": "玉米",
"count": 1,
"reps": [
"金丹科技"
]
},
{
"theme": "土地流转",
"count": 1,
"reps": [
"金丹科技"
]
},
{
"theme": "传感器",
"count": 1,
"reps": [
"盛视科技"
]
},
{
"theme": "核污染防治",
"count": 1,
"reps": [
"盛视科技"
]
},
{
"theme": "人脸识别",
"count": 1,
"reps": [
"盛视科技"
]
},
{
"theme": "语音技术",
"count": 1,
"reps": [
"盛视科技"
]
},
{
"theme": "计算机设备",
"count": 1,
"reps": [
"盛视科技"
]
},
{
"theme": "其他计算机设备",
"count": 1,
"reps": [
"盛视科技"
]
},
{
"theme": "工业互联网",
"count": 1,
"reps": [
"金自天正"
]
},
{
"theme": "新型工业化",
"count": 1,
"reps": [
"金自天正"
]
},
{
"theme": "专用设备",
"count": 1,
"reps": [
"金自天正"
]
},
{
"theme": "能源及重型设备",
"count": 1,
"reps": [
"金自天正"
]
},
{
"theme": "富士康概念",
"count": 1,
"reps": [
"阿莱德"
]
},
{
"theme": "超级电容",
"count": 1,
"reps": [
"祥和实业"
]
},
{
"theme": "高铁",
"count": 1,
"reps": [
"祥和实业"
]
},
{
"theme": "轨交设备",
"count": 1,
"reps": [
"祥和实业"
]
},
{
"theme": "轨交设备Ⅲ",
"count": 1,
"reps": [
"祥和实业"
]
},
{
"theme": "电子纸",
"count": 1,
"reps": [
"掌阅科技"
]
},
{
"theme": "数字媒体",
"count": 1,
"reps": [
"掌阅科技"
]
},
{
"theme": "版权内容语料",
"count": 1,
"reps": [
"掌阅科技"
]
},
{
"theme": "赛马概念",
"count": 1,
"reps": [
"新 华 都"
]
},
{
"theme": "小红书概念",
"count": 1,
"reps": [
"新 华 都"
]
},
{
"theme": "快手概念",
"count": 1,
"reps": [
"新 华 都"
]
},
{
"theme": "快手营销服务",
"count": 1,
"reps": [
"新 华 都"
]
},
{
"theme": "Shopee电商",
"count": 1,
"reps": [
"新 华 都"
]
},
{
"theme": "Lazada电商",
"count": 1,
"reps": [
"新 华 都"
]
},
{
"theme": "C2M概念",
"count": 1,
"reps": [
"松霖科技"
]
},
{
"theme": "养老概念",
"count": 1,
"reps": [
"松霖科技"
]
},
{
"theme": "轻工制造",
"count": 1,
"reps": [
"松霖科技"
]
},
{
"theme": "灵巧手",
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"reps": [
"松霖科技"
]
},
{
"theme": "Web3.0",
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"reps": [
"格尔软件"
]
},
{
"theme": "云办公",
"count": 1,
"reps": [
"格尔软件"
]
},
{
"theme": "量子科技",
"count": 1,
"reps": [
"格尔软件"
]
},
{
"theme": "横向通用软件",
"count": 1,
"reps": [
"格尔软件"
]
},
{
"theme": "Kimi",
"count": 1,
"reps": [
"德生科技"
]
},
{
"theme": "垂直行业语料",
"count": 1,
"reps": [
"德生科技"
]
},
{
"theme": "中欧经济一体化",
"count": 1,
"reps": [
"首航新能"
]
},
{
"theme": "CRO概念",
"count": 1,
"reps": [
"宏辉果蔬"
]
},
{
"theme": "中马经济一体化",
"count": 1,
"reps": [
"宏辉果蔬"
]
},
{
"theme": "代糖概念",
"count": 1,
"reps": [
"醋化股份"
]
},
{
"theme": "染料",
"count": 1,
"reps": [
"醋化股份"
]
},
{
"theme": "飞行汽车(eVTOL)",
"count": 1,
"reps": [
"赛力斯"
]
},
{
"theme": "无线充电",
"count": 1,
"reps": [
"赛力斯"
]
},
{
"theme": "乘用车",
"count": 1,
"reps": [
"赛力斯"
]
},
{
"theme": "eVTOL飞行器",
"count": 1,
"reps": [
"赛力斯"
]
}
],
"emotion_quality": {
"n": 46,
"early": 36,
"early_pct": 78.26086956521739,
"one_word": 0,
"oneword_pct": 0.0,
"rotten": 26,
"rotten_pct": 56.52173913043478,
"avg_seal": 1.0243720982608695,
"ladder": "最高10板，缺9板梯队（断层，高度拓展脆弱）"
}
},
"板块涨幅排行": {
"date": "2026-10-12",
"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": "短剧游戏",
"pct": 1.86
},
{
"rank": 2,
"name": "AI视频",
"pct": 1.53
},
{
"rank": 3,
"name": "知识产权保护",
"pct": 1.44
},
{
"rank": 4,
"name": "AI语料",
"pct": 1.24
},
{
"rank": 5,
"name": "证金持股",
"pct": 1.21
},
{
"rank": 6,
"name": "赛马概念",
"pct": 1.21
},
{
"rank": 7,
"name": "文化传媒概念",
"pct": 1.03
},
{
"rank": 8,
"name": "手机游戏",
"pct": 0.86
},
{
"rank": 9,
"name": "网络游戏",
"pct": 0.61
},
{
"rank": 10,
"name": "快手概念",
"pct": 0.57
}
],
"five_day": [
{
"rank": 1,
"name": "短剧游戏",
"pct": 7.07
},
{
"rank": 2,
"name": "AI视频",
"pct": 6.6
},
{
"rank": 3,
"name": "知识产权保护",
"pct": 5.96
},
{
"rank": 4,
"name": "AI语料",
"pct": 5.7
},
{
"rank": 5,
"name": "文化传媒概念",
"pct": 4.79
},
{
"rank": 6,
"name": "钠离子电池",
"pct": 4.33
},
{
"rank": 7,
"name": "手机游戏",
"pct": 3.95
},
{
"rank": 8,
"name": "NFT概念",
"pct": 3.87
},
{
"rank": 9,
"name": "快手概念",
"pct": 3.86
},
{
"rank": 10,
"name": "高股息精选",
"pct": 3.38
}
],
"ten_day": [
{
"rank": 1,
"name": "短剧游戏",
"pct": 4.61
},
{
"rank": 2,
"name": "AI语料",
"pct": 4.61
},
{
"rank": 3,
"name": "猴痘概念",
"pct": 4.5
},
{
"rank": 4,
"name": "生物疫苗",
"pct": 4.28
},
{
"rank": 5,
"name": "家庭医生",
"pct": 4.18
},
{
"rank": 6,
"name": "幽门螺杆菌概念",
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},
{
"rank": 7,
"name": "重组蛋白",
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},
{
"rank": 8,
"name": "芬太尼",
"pct": 3.8
},
{
"rank": 9,
"name": "细胞免疫治疗",
"pct": 3.62
},
{
"rank": 10,
"name": "阿尔茨海默概念",
"pct": 3.6
}
]
},
"人气榜": {
"date": "2026-10-12",
"em_popularity": [
{
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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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}
],
"ths_popularity": [
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"concepts": [
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],
"tag": "2天1板",
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},
{
"rank": 2,
"code": "600418",
"name": "江淮汽车",
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"rank_chg": 0,
"concepts": [
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],
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},
{
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"concepts": [
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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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],
"tag": "6天6板",
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},
{
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],
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},
{
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],
"tag": "2天1板",
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},
{
"rank": 10,
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"name": "中际旭创",
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"concepts": [
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],
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}
],
"source": "东财人气榜 `emappdata.eastmoney.com/stockrank/getAllCurrentList`（名称/价格经 `push2delay.eastmoney.com` 补全）；同花顺热榜 `dq.10jqka.com.cn/fuyao/hot_list_data`（零鉴权）。两榜口径不同：东财按「人气活跃度」综合排名，同花顺按「热度值」排序，交叉出现的个股代表跨平台共识热点。",
"resolved_source": "em:a_stock_data, ths:a_stock_data_mcp"
},
"成交额前10个股": {
"date": "2026-10-12",
"top_turnover": [
{
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"code": "300308",
"name": "中际旭创",
"amount": 15623738769.68,
"pct": -6.411316,
"turnover_rate": 1.8960000000000001,
"price": 724.47
},
{
"rank": 2,
"code": "300750",
"name": "宁德时代",
"amount": 12580165611.65,
"pct": 0.21158700000000003,
"turnover_rate": 0.979,
"price": 298.38
},
{
"rank": 3,
"code": "300502",
"name": "新易盛",
"amount": 12549450460.52,
"pct": -6.104807999999999,
"turnover_rate": 2.786,
"price": 347.6
},
{
"rank": 4,
"code": "688825",
"name": "长鑫科技",
"amount": 10979684094.08,
"pct": -5.215686,
"turnover_rate": 4.9590000000000005,
"price": 48.34
},
{
"rank": 5,
"code": "002384",
"name": "东山精密",
"amount": 10085882049.61,
"pct": -6.591518000000001,
"turnover_rate": 5.2620000000000005,
"price": 135.9
},
{
"rank": 6,
"code": "688256",
"name": "寒武纪",
"amount": 8290461318.42,
"pct": -1.431049,
"turnover_rate": 1.335,
"price": 971.88
},
{
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"name": "兆易创新",
"amount": 7983068482.75,
"pct": -4.784660000000001,
"turnover_rate": 3.778,
"price": 310.84
},
{
"rank": 8,
"code": "300394",
"name": "天孚通信",
"amount": 6504797725.74,
"pct": -2.340027,
"turnover_rate": 2.53,
"price": 229.54
},
{
"rank": 9,
"code": "002709",
"name": "天赐材料",
"amount": 5886245961.32,
"pct": -2.634529,
"turnover_rate": 10.987,
"price": 34.74
},
{
"rank": 10,
"code": "600127",
"name": "金健米业",
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}
],
"resolved_source": "iwencai_mcp",
"source": "同花顺问财（hithink-astock-selector，实际源：iwencai_mcp），按当日成交额降序取前 10。成交额单位为亿元（原始返回为元，÷1亿）；涨跌幅/换手率取自问财实时行情字段。"
},
"主力资金流向": {
"date": "2026-10-12",
"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）。"
}
},
"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,
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"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 -11.9。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】投机强度分 -11.9。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": {
"score": -11.9
},
"slot_schema": {
"dashboard": [
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"volume",
"mainline",
"limit_up",
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"bomb_rate",
"up_ratio",
"comment",
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],
"recap": [
"market",
"lianban",
"tech",
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],
"opening": [
"summary"
],
"mainline": [
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]
},
"data_health": {
"skipped_modules": [],
"failed_modules": [],
"degraded_modules": [
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],
"quota_exhausted": false,
"notice": ""
}
}