{ "date": "2026-10-19", "schema_version": 4, "data_markdown": "## 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| 乳业 | -3.14% | — | — |\n| 赛马概念 | -2.47% | — | — |\n| 粮食概念 | -2.34% | — | — |\n| 玉米 | -2.27% | — | — |\n| 转基因 | -2.05% | — | — |\n| 玻璃基板 | — | — | -17.33% |\n| 国家大基金持股 | — | — | -16.71% |\n| 存储芯片 | — | — | -15.79% |\n| 先进封装 | — | — | -15.71% |\n| 光刻胶 | — | -8.58% | — |\n| CRO概念 | — | -8.46% | — |\n| 中芯国际概念 | — | -8.21% | -16.50% |\n| 固态电池 | — | -7.94% | — |\n| 注册制次新股 | — | -7.93% | — |\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## 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| 兵装重组概念 | +4.75% | +9.27% | — | — |\n| DRG/DIP | +2.53% | — | — | — |\n| 减速器 | +1.88% | — | — | — |\n| 国产航母 | +1.71% | +2.32% | — | — |\n| MLOps概念 | +1.63% | — | — | — |\n| 家庭医生 | +1.56% | — | — | — |\n| 中船系 | +1.53% | +3.99% | — | — |\n| PEEK材料 | +1.48% | — | — | — |\n| 人形机器人 | +1.46% | — | — | — |\n| 同花顺出海50 | +1.42% | — | — | — |\n| 军民融合 | — | +0.92% | — | — |\n| 证金持股 | — | +0.79% | — | — |\n| 军工信息化 | — | +0.35% | — | — |\n| 同花顺中特估100 | — | +0.32% | — | — |\n| 高股息精选 | — | -0.52% | — | — |\n| 大飞机 | — | -0.54% | — | — |\n| 成飞概念 | — | -0.57% | — | — |\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## 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## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 46 只）\n\n### 3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| ⚡吉大正元 | 003029 | 24.19 | 10.00% | 计算机 | 电子身份证、数字货币、跨境支付(CIPS) | 人工智能安全+商用密码+低空安全 |\n| 东方嘉盛 | 002889 | 15.74 | 9.99% | 交通运输 | 自由贸易港、统一大市场、冰雪产业 | 半导体供应链+光刻机保税寄售维修+智慧仓储+机器人概念 |\n\n### 二连板（9 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| 保隆科技 | 603197 | 32.33 | 10.00% | 汽车 | 华为汽车、飞行汽车(eVTOL)、小米汽车 | 飞行汽车+特斯拉概念+机器人传感器 |\n| 长春一东 | 600148 | 17.91 | 10.01% | 汽车 | 中俄贸易概念、一带一路、国企改革 | 军工概念+AMT系统+新能源汽车+国企改革 |\n| 文灿股份 | 603348 | 16.84 | 9.99% | 汽车 | 两轮车、一体化压铸、华为汽车 | 飞行汽车+机器人概念+特斯拉概念+一体化压铸 |\n| 东安动力 | 600178 | 11.28 | 10.05% | 汽车 | 兵装重组概念、央企国企改革、国企改革 | 飞行汽车+增程动力+定点协议+兵装重组 |\n| 万丰奥威 | 002085 | 10.90 | 9.99% | 汽车 | 碳中和、风电、共同富裕示范区 | 低空经济+汽车轻量化+通航飞机 |\n| 大业股份 | 603278 | 10.90 | 9.99% | 机械设备 | 高端装备、风电、人形机器人 | 人形机器人+胎圈钢丝+全球销售 |\n| 甘化科工 | 000576 | 9.65 | 10.03% | 国防军工 | 军民融合、军工信息化、军工 | 军工电源+光电成像+特种合金+参股锴威特半导体 |\n| 京城股份 | 600860 | 8.70 | 9.99% | 机械设备 | 燃料电池、氢能源、国企改革 | 飞行汽车概念股活跃+气体储运+机器人集成 |\n| ⚡海洋王 | 002724 | 8.42 | 10.07% | 机械设备 | 智慧灯杆、新型城镇化、军工 | 专业照明+AI照明+军工+“羊”字辈 |\n\n### 首板（35 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 大普微-UW | 301666 | 328.51 | 20.00% | 计算机 | 存储芯片、英伟达概念、芯片概念 | 企业级SSD+AI存储+大额订单 |\n| 索辰科技 | 688507 | 143.30 | 20.00% | 计算机 | 人形机器人、传感器、商业航天 | 物理AI+低空经济+工程仿真 |\n| 四会富仕 | 300852 | 76.94 | 19.99% | 电子 | PCB概念、共封装光学(CPO)、5G | 三季报增长+AI服务器PCB+工业控制PCB |\n| 澳弘电子 | 605058 | 72.41 | 10.00% | 电子 | 共封装光学(CPO)、PCB概念、毫米波雷达 | PCB+AI服务器+HDI板 |\n| 兆威机电 | 003021 | 67.22 | 10.00% | 电力设备 | 减速器、人形机器人、新型工业化 | 人形机器人+灵巧手+微型传动 |\n| 天普股份 | 605255 | 55.88 | 10.00% | 汽车 | 新能源汽车、汽车热管理、燃料电池 | 汽车零部件+中昊芯英 |\n| 亨通光电 | 600487 | 50.25 | 10.00% | 通信 | 光纤概念、共封装光学(CPO)、F5G概念 | 光通信+业绩预增+海底光缆 |\n| 肯特股份 | 301591 | 47.47 | 19.99% | 塑料 | PCB概念、PEEK材料、卫星导航 | 高频覆铜板+高性能工程塑料+阀用特种塑料 |\n| ◉润建股份 | 002929 | 46.40 | 10.00% | 通信 | MR(混合现实)、东数西算(算力)、算力租赁 | 签境外词元大单+算力网络+通信运维 |\n| 浙江荣泰 | 603119 | 45.87 | 10.00% | 汽车 | 减速器、人形机器人、特斯拉概念 | 人形机器人+精密结构件+云母制品 |\n| 协和电子 | 605258 | 42.90 | 10.00% | 电子 | PCB概念、毫米波雷达、5G | PCB+汽车电子+新能源 |\n| 日盈电子 | 603286 | 42.74 | 10.01% | 汽车 | 人形机器人、传感器、智能座舱 | 人形机器人+汽车电子+北美工厂 |\n| 达仁堂 | 600329 | 40.92 | 10.00% | 医药生物 | 高股息精选、医药电商、养老概念 | 速效救心丸+中药+高股息 |\n| 新坐标 | 603040 | 40.60 | 10.00% | 汽车 | 比亚迪概念、专精特新、新能源汽车 | 行星滚柱丝杠+汽车零部件 |\n| 凡拓数创 | 301313 | 39.00 | 20.00% | 数字媒体 | 虚拟现实、空间计算、元宇宙 | 物理AI仿真+具身数据+AI数字孪生 |\n| 能科科技 | 603859 | 38.82 | 10.00% | 计算机 | 人形机器人、华为概念、5G | 物理AI+具身智能+定制服务器 |\n| 正强股份 | 301119 | 34.31 | 20.01% | 汽车 | 比亚迪概念、新能源汽车、机器人概念 | 机器人零部件+汽车零部件 |\n| 双枪科技 | 001211 | 28.74 | 9.99% | 轻工制造 | 露营经济、三胎概念、IP经济(谷子经济) | 竹制餐厨具+以竹代塑+餐饮客户 |\n| 福莱新材 | 605488 | 28.17 | 10.00% | 塑料 | 人形机器人、苹果概念、传感器 | 人形机器人+柔性传感器+功能性涂布 |\n| 华瓷股份 | 001216 | 24.31 | 10.00% | 轻工制造 | 牙科医疗、NFT概念、智能穿戴 | MLCC粉体+酒器+日用陶瓷 |\n| 沃特股份 | 002886 | 24.01 | 9.99% | 塑料 | PCB概念、富士康概念、先进封装 | PTFE薄膜+PCB材料+机器人材料+低空经济 |\n| 科森科技 | 603626 | 22.21 | 10.00% | 电子 | 新型烟草(电子烟)、富士康概念、苹果概念 | 机器人结构件+苹果供应链+智能终端结构件 |\n| 慕思股份 | 001323 | 20.21 | 10.02% | 轻工制造 | 高股息精选、跨境电商、DeepSeek概念 | 智能睡眠+端侧智能+鸿蒙生态 |\n| 金达威 | 002626 | 18.38 | 9.99% | 食品饮料 | 维生素、NMN概念、合成生物 | 巴西甜蛋白+辅酶Q10+藻油 |\n| 宁波东力 | 002164 | 14.69 | 10.04% | 机械设备 | 减速器、共同富裕示范区、人形机器人 | 精密减速器+控股股东增持+齿轮传动 |\n| 江苏新能 | 603693 | 13.53 | 10.00% | 公用事业 | 生物质能发电、绿色电力、风电 | 海上风电+新能源发电+江苏国资 |\n| 太极股份 | 002368 | 12.75 | 10.01% | 计算机 | 财税数字化、数字货币、DRG/DIP | 数据库+央企+云数服务 |\n| 海正药业 | 600267 | 12.06 | 10.04% | 医药生物 | 青蒿素、减肥药、创新药 | 业绩增长+宠物药+受托生产 |\n| 金龙汽车 | 600686 | 10.35 | 9.99% | 商用车 | 国企改革、智能物流、长安汽车概念 | 客车制造+储氢系统+客车出口+仲裁澄清 |\n| 慈文传媒 | 002343 | 10.26 | 9.97% | 传媒 | 短剧游戏、手机游戏、文化传媒概念 | 微短剧+影视剧获奖+影视IP |\n| 天洋新材 | 603330 | 9.43 | 10.04% | 塑料 | 比亚迪概念、专精特新、消费电子概念 | 电子胶+热熔胶+业绩扭亏 |\n| 锦鸡股份 | 300798 | 9.20 | 19.95% | 基础化工 | 染料、AI智能体、算力租赁 | 活性染料+H酸传导+算力租赁 |\n| 浙江新能 | 600032 | 7.79 | 10.03% | 公用事业 | 抽水蓄能、绿色电力、国企改革 | 电力市场化+风光水电 |\n| 亚邦股份 | 603188 | 5.56 | 10.10% | 基础化工 | 染料、固废处理、国企改革 | 染料中间体+染料产业链+业绩修复 |\n| 晶科科技 | 601778 | 3.58 | 10.15% | 公用事业 | 风电、虚拟电厂、碳中和 | 算力服务+算电协同+光伏储能 |\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| 机器人概念 | 18 | 润建股份、京城股份、保隆科技、文灿股份、东方嘉盛、沃特股份、亨通光电、四会富仕 |\n| 新能源汽车 | 16 | 长春一东、保隆科技、东安动力、文灿股份、万丰奥威、金龙汽车、肯特股份、沃特股份 |\n| 华为概念 | 15 | 润建股份、吉大正元、东安动力、太极股份、慕思股份、金龙汽车、东方嘉盛、天洋新材 |\n| 比亚迪概念 | 12 | 吉大正元、保隆科技、文灿股份、万丰奥威、天洋新材、肯特股份、四会富仕、能科科技 |\n| 汽车 | 11 | 长春一东、保隆科技、东安动力、文灿股份、万丰奥威、金龙汽车、正强股份、新坐标 |\n| 人形机器人 | 11 | 沃特股份、亨通光电、四会富仕、福莱新材、能科科技、宁波东力、大业股份、浙江荣泰 |\n| 专精特新 | 10 | 吉大正元、长春一东、大普微-UW、天洋新材、肯特股份、沃特股份、福莱新材、新坐标 |\n| 国企改革 | 10 | 长春一东、海正药业、京城股份、东安动力、太极股份、亚邦股份、江苏新能、浙江新能 |\n| 汽车零部件 | 10 | 长春一东、保隆科技、东安动力、文灿股份、万丰奥威、正强股份、新坐标、浙江荣泰 |\n| 军工 | 9 | 海洋王、润建股份、吉大正元、长春一东、甘化科工、肯特股份、亨通光电、能科科技 |\n\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 低空经济 | 24 |\n| 国企改革 | 23 |\n| 机器人概念 | 20 |\n| 军工 | 20 |\n| 新能源汽车 | 19 |\n| 无人机 | 18 |\n| 飞行汽车(eVTOL) | 17 |\n| 汽车 | 15 |\n| 专精特新 | 14 |\n| 比亚迪概念 | 14 |\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** | **49** | 占比 66.2% |\n| **跌停家数** | **25** | 占比 33.8% |\n| 涨跌比 | **1.96** | 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 | **3** 板 | 最高连板天数 |\n| **炸板率** | **29.0%** | 炸板 20 家 /（涨停 49 + 炸板 20），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| 2026-10-13 | 70 | 10 | 7.00 | 0 | 10 |\n| 2026-10-14 | 39 | 11 | 3.55 | 0 | 10 |\n| 2026-10-15 | 36 | 26 | 1.38 | 0 | 10 |\n| 2026-10-16 | 61 | 11 | 5.55 | 0 | 11 |\n| 2026-10-19 | 49 | 25 | 1.96 | 0 | 3 |\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 | 002343 | 慈文传媒 | 深主板 | 深主板 | 39.40% | +9.97% | 微短剧题材叠加5连板，澄清后热度不减，游资博弈连板情绪 |\n| 2 | 002889 | 东方嘉盛 | 深主板 | 深主板 | 30.95% | +9.99% | 半导体供应链、光刻机保税寄售维修题材，智慧仓储、机器人概念加持，个股涨停或站上年线 |\n| 3 | 301591 | 肯特股份 | 创业板 | 创业板 | 29.21% | +19.99% | 高频覆铜板、高性能工程塑料题材，随涨停潮个股走强 |\n| 4 | 003029 | 吉大正元 | 深主板 | 深主板 | 27.38% | +10.00% | AI安全、商用密码、抗量子概念，走出3连板，但公司称相关业务收入占比较低 |\n| 5 | 002626 | 金达威 | 深主板 | 深主板 | 19.97% | +9.99% | 辅酶Q10等食品饮料题材，主力资金抢筹板块，个股站上年线、盘中涨停 |\n| 6 | 605058 | 澳弘电子 | 沪主板 | 沪主板 | 19.90% | +10.00% | PCB、AI服务器、HDI板题材，19天11板续创新高，PCB板块走牛 |\n| 7 | 002724 | 海洋王 | 深主板 | 深主板 | 18.93% | +10.07% | 专业照明、AI照明、军工题材，个股涨停或封单居前 |\n| 8 | 301313 | 凡拓数创 | 创业板 | 创业板 | 18.15% | +20.00% | 物理AI仿真、AI数字孪生概念，在数字媒体概念走强与AI基建预期下异动 |\n| 9 | 002085 | 万丰奥威 | 深主板 | 深主板 | 17.46% | +9.99% | 低空经济、通航飞机题材，获杠杆资金净买入、盘中涨停 |\n| 10 | 000576 | 甘化科工 | 深主板 | 深主板 | 15.43% | +10.03% | 军工电源、光电成像、特种合金题材，个股涨停或站上年线 |\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 | 002343 | 慈文传媒 | 深主板 | 深主板 | 79.37% | +9.97% | 微短剧题材热度叠加5连板，资金持续炒作 |\n| 2 | 003029 | 吉大正元 | 深主板 | 深主板 | 34.54% | +10.00% | AI安全、抗量子概念受追捧，公司澄清收入占比低仍连板 |\n| 3 | 301119 | 正强股份 | 创业板 | 创业板 | 31.61% | +20.01% | 融资余额增幅超5%，机器人零部件题材受关注 |\n| 4 | 002889 | 东方嘉盛 | 深主板 | 深主板 | 30.30% | +9.99% | 半导体供应链与光刻机保税维修题材活跃，涨停并站上年线 |\n| 5 | 301313 | 凡拓数创 | 创业板 | 创业板 | 29.57% | +20.00% | AI数字孪生、物理AI仿真题材随数字媒体概念走强 |\n| 6 | 002164 | 宁波东力 | 深主板 | 深主板 | 21.91% | +10.04% | 控股股东增持，叠加精密减速器题材受关注 |\n| 7 | 605058 | 澳弘电子 | 沪主板 | 沪主板 | 21.49% | +10.00% | PCB与AI服务器题材驱动，19天11板续创新高 |\n| 8 | 002085 | 万丰奥威 | 深主板 | 深主板 | 18.74% | +9.99% | 低空经济题材叠加杠杆资金净买入，股价走强 |\n| 9 | 600329 | 达仁堂 | 沪主板 | 沪主板 | 18.27% | +10.00% | 洛索洛芬钠贴剂获注册证书，中药高股息题材受关注 |\n| 10 | 002724 | 海洋王 | 深主板 | 深主板 | 17.76% | +10.07% | 专业照明与AI照明题材活跃，涨停封单居前 |\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## 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** | **2274** | 42.1% | 全市场上涨个股数 |\n| **下跌家数** | **3129** | 57.9% | 全市场下跌个股数 |\n| 上涨/下跌比 | **0.73** | — | >1 偏多，<1 偏空 |\n> 下方「市场广度」组合图（上涨/下跌堆叠柱 + 涨跌比折线）由 ECharts 渲染，可悬浮查看数值。\n\n\n\n---\n\n## 成交额前10个股\n\n## 当日成交额前 10 个股\n\n| 排名 | 代码 | 名称 | 成交额(亿) | 涨跌幅 | 换手率 | 最新价 |\n| --- | --- | --- | --- | --- | --- | --- |\n| 1 | 688825 | 长鑫科技 | 180.98 | -7.77% | 9.60% | 41.52 |\n| 2 | 300308 | 中际旭创 | 128.78 | -1.39% | 1.76% | 660.70 |\n| 3 | 300502 | 新易盛 | 100.64 | +0.36% | 2.62% | 308.00 |\n| 4 | 600487 | 亨通光电 | 98.31 | +10.00% | 8.22% | 50.25 |\n| 5 | 603986 | 兆易创新 | 88.34 | +0.21% | 4.71% | 282.44 |\n| 6 | 300750 | 宁德时代 | 83.99 | -3.60% | 0.73% | 267.02 |\n| 7 | 688256 | 寒武纪 | 82.94 | +1.48% | 1.43% | 928.51 |\n| 8 | 603259 | 药明康德 | 75.06 | +1.52% | 2.11% | 146.50 |\n| 9 | 600183 | 生益科技 | 66.52 | +2.64% | 2.37% | 117.63 |\n| 10 | 300394 | 天孚通信 | 58.41 | -4.46% | 2.62% | 203.30 |\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 | 新华传媒 | +2.77% | — |\n| 2 | 宇树科技 | +16.15% | — |\n| 3 | 亨通光电 | +10.00% | — |\n| 4 | 长鑫科技 | -7.77% | — |\n| 5 | 九阳股份 | +5.06% | — |\n| 6 | 冰山冷热 | +2.36% | — |\n| 7 | 万丰奥威 | +9.99% | — |\n| 8 | 长城军工 | +5.01% | — |\n| 9 | 新华文轩 | -9.99% | — |\n| 10 | 江淮汽车 | -1.34% | — |\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": { "板块跌幅排行": { "date": "2026-10-19", "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": "乳业", "pct": -3.14 }, { "rank": 2, "name": "赛马概念", "pct": -2.47 }, { "rank": 3, "name": "粮食概念", "pct": -2.34 }, { "rank": 4, "name": "玉米", "pct": -2.27 }, { "rank": 5, "name": "转基因", "pct": -2.05 } ], "five_day": [ { "rank": 1, "name": "光刻胶", "pct": -8.58 }, { "rank": 2, "name": "CRO概念", "pct": -8.46 }, { "rank": 3, "name": "中芯国际概念", "pct": -8.21 }, { "rank": 4, "name": "固态电池", "pct": -7.94 }, { "rank": 5, "name": "注册制次新股", "pct": -7.93 } ], "ten_day": [ { "rank": 1, "name": "玻璃基板", "pct": -17.33 }, { "rank": 2, "name": "国家大基金持股", "pct": -16.71 }, { "rank": 3, "name": "中芯国际概念", "pct": -16.5 }, { "rank": 4, "name": "存储芯片", "pct": -15.79 }, { "rank": 5, "name": "先进封装", "pct": -15.71 } ] }, "板块涨幅排行": { "date": "2026-10-19", "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": "兵装重组概念", "pct": 4.75 }, { "rank": 2, "name": "DRG/DIP", "pct": 2.53 }, { "rank": 3, "name": "减速器", "pct": 1.88 }, { "rank": 4, "name": "国产航母", "pct": 1.71 }, { "rank": 5, "name": "MLOps概念", "pct": 1.63 }, { "rank": 6, "name": "家庭医生", "pct": 1.56 }, { "rank": 7, "name": "中船系", "pct": 1.53 }, { "rank": 8, "name": "PEEK材料", "pct": 1.48 }, { "rank": 9, "name": "人形机器人", "pct": 1.46 }, { "rank": 10, "name": "同花顺出海50", "pct": 1.42 } ], "five_day": [ { "rank": 1, "name": "兵装重组概念", "pct": 9.27 }, { "rank": 2, "name": "中船系", "pct": 3.99 }, { "rank": 3, "name": "国产航母", "pct": 2.32 }, { "rank": 4, "name": "军民融合", "pct": 0.92 }, { "rank": 5, "name": "证金持股", "pct": 0.79 }, { "rank": 6, "name": "军工信息化", "pct": 0.35 }, { "rank": 7, "name": "同花顺中特估100", "pct": 0.32 }, { "rank": 8, "name": "高股息精选", "pct": -0.52 }, { "rank": 9, "name": "大飞机", "pct": -0.54 }, { "rank": 10, "name": "成飞概念", "pct": -0.57 } ], "ten_day": [] }, "指数行情与量能": { "date": "2026-10-19", "indices": { "000001": { "name": "上证指数", "daily": [ { "date": "2026-10-13", "close": 3800.8621911312875, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 7793.02288023 }, { "date": "2026-10-14", "close": 3767.2245607397754, "vol_wan": 0.0, "close_pct": -0.8850000000000025, "vol_pct": NaN, "amt_yi": 6624.91839844 }, { "date": "2026-10-15", "close": 3707.4726119818815, "vol_wan": 0.0, "close_pct": -1.5861000000000125, "vol_pct": NaN, "amt_yi": 7743.919734550001 }, { "date": "2026-10-16", "close": 3716.28156690795, "vol_wan": 0.0, "close_pct": 0.23759999999999337, "vol_pct": NaN, "amt_yi": 7324.7519086600005 }, { "date": "2026-10-19", "close": 3730.92, "vol_wan": 0.0, "close_pct": 0.3938999999999915, "vol_pct": NaN, "amt_yi": 6870.0973 } ] }, "399006": { "name": "创业板指", "daily": [ { "date": "2026-10-13", "close": 2958.3445935411273, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 4520.0428252184 }, { "date": "2026-10-14", "close": 2866.7631199588745, "vol_wan": 0.0, "close_pct": -3.0957000000000012, "vol_pct": NaN, "amt_yi": 3619.4189283355 }, { "date": "2026-10-15", "close": 2783.1740409071135, "vol_wan": 0.0, "close_pct": -2.9158000000000017, "vol_pct": NaN, "amt_yi": 4170.508001064501 }, { "date": "2026-10-16", "close": 2772.3836751505164, "vol_wan": 0.0, "close_pct": -0.38770000000001303, "vol_pct": NaN, "amt_yi": 3962.2594114186 }, { "date": "2026-10-19", "close": 2746.29, "vol_wan": 0.0, "close_pct": -0.9411999999999976, "vol_pct": NaN, "amt_yi": 3583.7521 } ] }, "000688": { "name": "科创50", "daily": [ { "date": "2026-10-13", "close": 1427.1793587645025, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 769.80320633 }, { "date": "2026-10-14", "close": 1380.2594101657608, "vol_wan": 0.0, "close_pct": -3.2875999999999905, "vol_pct": NaN, "amt_yi": 576.23116902 }, { "date": "2026-10-15", "close": 1359.5237730468405, "vol_wan": 0.0, "close_pct": -1.5023000000000009, "vol_pct": NaN, "amt_yi": 825.4979739 }, { "date": "2026-10-16", "close": 1358.6495992607713, "vol_wan": 0.0, "close_pct": -0.06430000000000602, "vol_pct": NaN, "amt_yi": 716.07599639 }, { "date": "2026-10-19", "close": 1329.19, "vol_wan": 0.0, "close_pct": -2.168300000000001, "vol_pct": NaN, "amt_yi": 687.02332 } ] }, "000852": { "name": "中证2000（小微盘）", "daily": [ { "date": "2026-10-13", "close": NaN, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 3693.1444592400003 }, { "date": "2026-10-14", "close": NaN, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 3234.01598118 }, { "date": "2026-10-15", "close": NaN, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 3369.74440847 }, { "date": "2026-10-16", "close": 2868.984294077401, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 3453.2728049 }, { "date": "2026-10-19", "close": 2855.6636, "vol_wan": 0.0, "close_pct": -0.46429999999999527, "vol_pct": NaN, "amt_yi": 3246.5868 } ] } }, "charts": { "index_change": { "names": [ "上证指数", "创业板指", "科创50", "中证2000（小微盘）" ], "vals": [ 0.39, -0.94, -2.17, -0.46 ] }, "index_amount": { "labels": [ "10-13", "10-14", "10-15", "10-16", "10-19" ], "series": { "上证指数": [ 7793.0, 6625.0, 7744.0, 7325.0, 6870.0 ], "创业板指": [ 4520.0, 3619.0, 4171.0, 3962.0, 3584.0 ], "科创50": [ 770.0, 576.0, 825.0, 716.0, 687.0 ], "中证2000（小微盘）": [ 3693.0, 3234.0, 3370.0, 3453.0, 3247.0 ] }, "colors": { "上证指数": "#1f77b4", "科创50": "#ff7f0e", "创业板指": "#ffd700", "中证2000（小微盘）": "#2ca02c" } }, "auction": { "labels": [ "10-13", "10-14", "10-15", "10-16", "10-19" ], "series": { "创业板指": [ 0.0, 9.33, 0.0, 17.19, 10.85 ], "科创50": [ 6.85, 2.66, 9.55, 6.83, 3.63 ] }, "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" ] }, "涨停板复盘": { "date": "2026-10-19", "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": "002724", "name": "海洋王", "price": 8.42, "pct": 10.07, "amount": 55986576, "float_cap": 4769747193.38, "turnover": 1.17, "limit_days": 2, "first_seal": "09:25:00", "last_seal": "09:25:00", "seal_fund": 119123322, "break_times": 0, "industry": "机械设备", "zt_stat": "2天2板", "reason": "专业照明+AI照明+军工+“羊”字辈", "high_days": "2天2板", "board_type": "一字板", "seal_rate": 0.6666666666666666 }, { "code": "002929", "name": "润建股份", "price": 46.4, "pct": 10.0, "amount": 233190846, "float_cap": 10051538457.6, "turnover": 2.32, "limit_days": 1, "first_seal": "09:25:00", "last_seal": "09:30:21", "seal_fund": 88901657, "break_times": 1, "industry": "通信", "zt_stat": "1天1板", "reason": "签境外词元大单+算力网络+通信运维", "high_days": "首板", "board_type": "T字板", "seal_rate": 0.75 }, { "code": "003029", "name": "吉大正元", "price": 24.19, "pct": 10.0, "amount": 174389363, "float_cap": 4247353689.2200003, "turnover": 4.11, "limit_days": 3, "first_seal": "09:25:00", "last_seal": "09:25:00", "seal_fund": 200574989, "break_times": 0, "industry": "计算机", "zt_stat": "3天3板", "reason": "人工智能安全+商用密码+低空安全", "high_days": "3天3板", "board_type": "一字板", "seal_rate": 0.6666666666666666 }, { "code": "600148", "name": "长春一东", "price": 17.91, "pct": 10.01, "amount": 38391195, "float_cap": 2534559619.5, "turnover": 1.51, "limit_days": 2, "first_seal": "09:25:01", "last_seal": "09:25:01", "seal_fund": 87107756, "break_times": 0, "industry": "汽车", "zt_stat": "2天2板", "reason": "军工概念+AMT系统+新能源汽车+国企改革", "high_days": "2天2板", "board_type": "一字板", "seal_rate": null }, { "code": "600267", "name": "海正药业", "price": 12.06, "pct": 10.04, "amount": 118360253, "float_cap": 14234081477.76, "turnover": 0.83, "limit_days": 1, "first_seal": "09:25:01", "last_seal": "09:25:01", "seal_fund": 233955763, "break_times": 0, "industry": "医药生物", "zt_stat": "1天1板", "reason": "业绩增长+宠物药+受托生产", "high_days": "首板", "board_type": "一字板", "seal_rate": 0.75 }, { "code": "600860", "name": "京城股份", "price": 8.7, "pct": 9.99, "amount": 60002169, "float_cap": 3863154855.6, "turnover": 1.55, "limit_days": 2, "first_seal": "09:25:01", "last_seal": "09:25:01", "seal_fund": 53520651, "break_times": 0, "industry": "机械设备", "zt_stat": "2天2板", "reason": "飞行汽车概念股活跃+气体储运+机器人集成", "high_days": "2天2板", "board_type": "一字板", "seal_rate": 0.3333333333333333 }, { "code": "603197", "name": "保隆科技", "price": 32.33, "pct": 10.0, "amount": 127763601, "float_cap": 6826548265.91, "turnover": 1.87, "limit_days": 2, "first_seal": "09:25:01", "last_seal": "09:25:01", "seal_fund": 332033399, "break_times": 0, "industry": "汽车", "zt_stat": "2天2板", "reason": "飞行汽车+特斯拉概念+机器人传感器", "high_days": "2天2板", "board_type": "一字板", "seal_rate": 1.0 }, { "code": "600178", "name": "东安动力", "price": 11.28, "pct": 10.05, "amount": 176472126, "float_cap": 5261851096.08, "turnover": 3.36, "limit_days": 2, "first_seal": "09:30:02", "last_seal": "09:30:02", "seal_fund": 127590336, "break_times": 0, "industry": "汽车", "zt_stat": "2天2板", "reason": "飞行汽车+增程动力+定点协议+兵装重组", "high_days": "2天2板", "board_type": "T字板", "seal_rate": 1.0 }, { "code": "603348", "name": "文灿股份", "price": 16.84, "pct": 9.99, "amount": 156860713, "float_cap": 5295795913.28, "turnover": 2.98, "limit_days": 2, "first_seal": "09:30:06", "last_seal": "09:30:06", "seal_fund": 42021997, "break_times": 0, "industry": "汽车", "zt_stat": "2天2板", "reason": "飞行汽车+机器人概念+特斯拉概念+一体化压铸", "high_days": "2天2板", "board_type": "换手板", "seal_rate": 1.0 }, { "code": "000576", "name": "甘化科工", "price": 9.65, "pct": 10.03, "amount": 555184704, "float_cap": 4186317268.65, "turnover": 13.42, "limit_days": 2, "first_seal": "09:30:09", "last_seal": "09:50:57", "seal_fund": 32047765, "break_times": 1, "industry": "国防军工", "zt_stat": "2天2板", "reason": "军工电源+光电成像+特种合金+参股锴威特半导体", "high_days": "2天2板", "board_type": "换手板", "seal_rate": 1.0 }, { "code": "002085", "name": "万丰奥威", "price": 10.9, "pct": 9.99, "amount": 1111435152, "float_cap": 23143942968.0, "turnover": 4.82, "limit_days": 2, "first_seal": "09:31:24", "last_seal": "09:31:24", "seal_fund": 199279860, "break_times": 0, "industry": "汽车", "zt_stat": "2天2板", "reason": "低空经济+汽车轻量化+通航飞机", "high_days": "2天2板", "board_type": "换手板", "seal_rate": 0.5 }, { "code": "002626", "name": "金达威", "price": 18.38, "pct": 9.99, "amount": 649851568, "float_cap": 11209251098.359999, "turnover": 5.83, "limit_days": 1, "first_seal": "09:31:45", "last_seal": "13:32:54", "seal_fund": 41599454, "break_times": 37, "industry": "食品饮料", "zt_stat": "1天1板", "reason": "巴西甜蛋白+辅酶Q10+藻油", "high_days": "首板", "board_type": "换手板", "seal_rate": 1.0 }, { "code": "002368", "name": "太极股份", "price": 12.75, "pct": 10.01, "amount": 160659283, "float_cap": 7925101280.25, "turnover": 2.05, "limit_days": 1, "first_seal": "09:32:15", "last_seal": "09:33:00", "seal_fund": 112299258, "break_times": 1, "industry": "计算机", "zt_stat": "1天1板", "reason": "数据库+央企+云数服务", "high_days": "首板", "board_type": "换手板", "seal_rate": null }, { "code": "001323", "name": "慕思股份", "price": 20.21, "pct": 10.02, "amount": 64834180, "float_cap": 6290322868.190001, "turnover": 1.05, "limit_days": 1, "first_seal": "09:39:51", "last_seal": "09:46:27", "seal_fund": 40634226, "break_times": 1, "industry": "轻工制造", "zt_stat": "1天1板", "reason": "智能睡眠+端侧智能+鸿蒙生态", "high_days": "首板", "board_type": "换手板", "seal_rate": 1.0 }, { "code": "603188", "name": "亚邦股份", "price": 5.56, "pct": 10.1, "amount": 505378560, "float_cap": 3170145200.0, "turnover": 16.44, "limit_days": 1, "first_seal": "09:43:32", "last_seal": "13:16:47", "seal_fund": 67796972, "break_times": 2, "industry": "基础化工", "zt_stat": "1天1板", "reason": "染料中间体+染料产业链+业绩修复", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.7692307692307693 }, { "code": "603693", "name": "江苏新能", "price": 13.53, "pct": 10.0, "amount": 366356512, "float_cap": 12061668656.4, "turnover": 3.15, "limit_days": 1, "first_seal": "10:02:48", "last_seal": "10:02:48", "seal_fund": 58584900, "break_times": 0, "industry": "公用事业", "zt_stat": "1天1板", "reason": "海上风电+新能源发电+江苏国资", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.5714285714285714 }, { "code": "600032", "name": "浙江新能", "price": 7.79, "pct": 10.03, "amount": 447190144, "float_cap": 18732420773.96, "turnover": 2.48, "limit_days": 1, "first_seal": "10:11:46", "last_seal": "10:11:46", "seal_fund": 47509465, "break_times": 0, "industry": "公用事业", "zt_stat": "1天1板", "reason": "电力市场化+风光水电", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.9090909090909091 }, { "code": "301666", "name": "大普微-UW", "price": 328.51, "pct": 20.0, "amount": 2313276768, "float_cap": 11464114979.59, "turnover": 21.83, "limit_days": 1, "first_seal": "10:25:00", "last_seal": "10:25:00", "seal_fund": 195639202, "break_times": 0, "industry": "计算机", "zt_stat": "1天1板", "reason": "企业级SSD+AI存储+大额订单", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.6666666666666666 }, { "code": "600686", "name": "金龙汽车", "price": 10.35, "pct": 9.99, "amount": 351325952, "float_cap": 7421440765.95, "turnover": 4.87, "limit_days": 1, "first_seal": "10:28:18", "last_seal": "10:44:39", "seal_fund": 55309365, "break_times": 1, "industry": "商用车", "zt_stat": "1天1板", "reason": "客车制造+储氢系统+客车出口+仲裁澄清", "high_days": "首板", "board_type": "换手板", "seal_rate": 1.0 }, { "code": "002889", "name": "东方嘉盛", "price": 15.74, "pct": 9.99, "amount": 776661936, "float_cap": 3955218879.96, "turnover": 20.48, "limit_days": 3, "first_seal": "10:37:33", "last_seal": "13:26:03", "seal_fund": 33135596, "break_times": 1, "industry": "交通运输", "zt_stat": "3天3板", "reason": "半导体供应链+光刻机保税寄售维修+智慧仓储+机器人概念", "high_days": "3天3板", "board_type": "换手板", "seal_rate": 0.4 }, { "code": "603330", "name": "天洋新材", "price": 9.43, "pct": 10.04, "amount": 270782544, "float_cap": 3835305758.9, "turnover": 7.51, "limit_days": 1, "first_seal": "10:39:24", "last_seal": "10:39:24", "seal_fund": 80518055, "break_times": 0, "industry": "塑料", "zt_stat": "1天1板", "reason": "电子胶+热熔胶+业绩扭亏", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.6470588235294118 }, { "code": "301591", "name": "肯特股份", "price": 47.47, "pct": 19.99, "amount": 658530512, "float_cap": 2121659687.56, "turnover": 34.21, "limit_days": 1, "first_seal": "10:40:42", "last_seal": "10:42:36", "seal_fund": 91066210, "break_times": 1, "industry": "塑料", "zt_stat": "1天1板", "reason": "高频覆铜板+高性能工程塑料+阀用特种塑料", "high_days": "首板", "board_type": "换手板", "seal_rate": 1.0 }, { "code": "002886", "name": "沃特股份", "price": 24.01, "pct": 9.99, "amount": 696156192, "float_cap": 5019966717.64, "turnover": 14.49, "limit_days": 1, "first_seal": "10:44:33", "last_seal": "11:28:18", "seal_fund": 73191891, "break_times": 2, "industry": "塑料", "zt_stat": "1天1板", "reason": "PTFE薄膜+PCB材料+机器人材料+低空经济", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.45454545454545453 }, { "code": "600487", "name": "亨通光电", "price": 50.25, "pct": 10.0, "amount": 9831392768, "float_cap": 123295724414.25, "turnover": 8.22, "limit_days": 1, "first_seal": "10:47:13", "last_seal": "13:51:46", "seal_fund": 399059118, "break_times": 1, "industry": "通信", "zt_stat": "1天1板", "reason": "光通信+业绩预增+海底光缆", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.5625 }, { "code": "601778", "name": "晶科科技", "price": 3.58, "pct": 10.15, "amount": 692221440, "float_cap": 13328512094.18, "turnover": 5.37, "limit_days": 1, "first_seal": "10:47:53", "last_seal": "11:01:23", "seal_fund": 55498592, "break_times": 1, "industry": "公用事业", "zt_stat": "1天1板", "reason": "算力服务+算电协同+光伏储能", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.6666666666666666 }, { "code": "001216", "name": "华瓷股份", "price": 24.31, "pct": 10.0, "amount": 997818288, "float_cap": 6000587997.69, "turnover": 17.43, "limit_days": 1, "first_seal": "10:48:36", "last_seal": "13:07:03", "seal_fund": 36044437, "break_times": 4, "industry": "轻工制造", "zt_stat": "4天2板", "reason": "MLCC粉体+酒器+日用陶瓷", "high_days": "4天2板", "board_type": "换手板", "seal_rate": 0.8461538461538461 }, { "code": "600329", "name": "达仁堂", "price": 40.92, "pct": 10.0, "amount": 523866720, "float_cap": 23205296447.52, "turnover": 2.31, "limit_days": 1, "first_seal": "10:52:40", "last_seal": "13:00:16", "seal_fund": 42884978, "break_times": 1, "industry": "医药生物", "zt_stat": "1天1板", "reason": "速效救心丸+中药+高股息", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.0 }, { "code": "300852", "name": "四会富仕", "price": 76.94, "pct": 19.99, "amount": 1954940000, "float_cap": 11922338568.34, "turnover": 17.12, "limit_days": 1, "first_seal": "10:54:45", "last_seal": "13:13:15", "seal_fund": 41686092, "break_times": 1, "industry": "电子", "zt_stat": "1天1板", "reason": "三季报增长+AI服务器PCB+工业控制PCB", "high_days": "首板", "board_type": "换手板", "seal_rate": 1.0 }, { "code": "605258", "name": "协和电子", "price": 42.9, "pct": 10.0, "amount": 395237984, "float_cap": 3775200000.0, "turnover": 11.15, "limit_days": 1, "first_seal": "10:55:44", "last_seal": "11:13:38", "seal_fund": 40060020, "break_times": 2, "industry": "电子", "zt_stat": "1天1板", "reason": "PCB+汽车电子+新能源", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.8888888888888888 }, { "code": "605058", "name": "澳弘电子", "price": 72.41, "pct": 10.0, "amount": 1650287744, "float_cap": 10349489758.92, "turnover": 16.62, "limit_days": 1, "first_seal": "10:56:30", "last_seal": "14:55:39", "seal_fund": 14631961, "break_times": 4, "industry": "电子", "zt_stat": "21天12板", "reason": "PCB+AI服务器+HDI板", "high_days": "21天12板", "board_type": "换手板", "seal_rate": 0.9285714285714286 }, { "code": "605488", "name": "福莱新材", "price": 28.17, "pct": 10.0, "amount": 224287460, "float_cap": 8408143542.330001, "turnover": 2.8, "limit_days": 1, "first_seal": "11:21:02", "last_seal": "11:21:02", "seal_fund": 67253677, "break_times": 0, "industry": "塑料", "zt_stat": "1天1板", "reason": "人形机器人+柔性传感器+功能性涂布", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.8888888888888888 }, { "code": "300798", "name": "锦鸡股份", "price": 9.2, "pct": 19.95, "amount": 786021712, "float_cap": 3732472991.2, "turnover": 22.68, "limit_days": 1, "first_seal": "13:00:39", "last_seal": "14:00:21", "seal_fund": 47961173, "break_times": 2, "industry": "基础化工", "zt_stat": "1天1板", "reason": "活性染料+H酸传导+算力租赁", "high_days": "首板", "board_type": "换手板", "seal_rate": 1.0 }, { "code": "603626", "name": "科森科技", "price": 22.21, "pct": 10.0, "amount": 816131648, "float_cap": 12323877914.9, "turnover": 7.01, "limit_days": 1, "first_seal": "13:24:27", "last_seal": "13:24:27", "seal_fund": 61717259, "break_times": 0, "industry": "电子", "zt_stat": "1天1板", "reason": "机器人结构件+苹果供应链+智能终端结构件", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.7272727272727273 }, { "code": "603859", "name": "能科科技", "price": 38.82, "pct": 10.0, "amount": 265113520, "float_cap": 9499164752.82, "turnover": 2.92, "limit_days": 1, "first_seal": "13:30:34", "last_seal": "13:30:34", "seal_fund": 101192171, "break_times": 0, "industry": "计算机", "zt_stat": "1天1板", "reason": "物理AI+具身智能+定制服务器", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.8333333333333334 }, { "code": "002164", "name": "宁波东力", "price": 14.69, "pct": 10.04, "amount": 715675584, "float_cap": 7047896850.67, "turnover": 10.48, "limit_days": 1, "first_seal": "13:35:06", "last_seal": "13:35:06", "seal_fund": 96359055, "break_times": 0, "industry": "机械设备", "zt_stat": "1天1板", "reason": "精密减速器+控股股东增持+齿轮传动", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.625 }, { "code": "603278", "name": "大业股份", "price": 10.9, "pct": 9.99, "amount": 488667520, "float_cap": 3725177372.8, "turnover": 14.04, "limit_days": 2, "first_seal": "13:36:17", "last_seal": "13:36:17", "seal_fund": 62221560, "break_times": 0, "industry": "机械设备", "zt_stat": "2天2板", "reason": "人形机器人+胎圈钢丝+全球销售", "high_days": "2天2板", "board_type": "换手板", "seal_rate": 0.782608695652174 }, { "code": "301119", "name": "正强股份", "price": 34.31, "pct": 20.01, "amount": 235955822, "float_cap": 4040139740.0000005, "turnover": 6.47, "limit_days": 1, "first_seal": "13:37:30", "last_seal": "13:37:30", "seal_fund": 37111651, "break_times": 0, "industry": "汽车", "zt_stat": "1天1板", "reason": "机器人零部件+汽车零部件", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.5 }, { "code": "603040", "name": "新坐标", "price": 40.6, "pct": 10.0, "amount": 152748203, "float_cap": 8012419013.2, "turnover": 2.02, "limit_days": 1, "first_seal": "13:50:54", "last_seal": "13:50:54", "seal_fund": 18722487, "break_times": 0, "industry": "汽车", "zt_stat": "1天1板", "reason": "行星滚柱丝杠+汽车零部件", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.8333333333333334 }, { "code": "301313", "name": "凡拓数创", "price": 39.0, "pct": 20.0, "amount": 866904608, "float_cap": 3069749085.0, "turnover": 31.98, "limit_days": 1, "first_seal": "13:51:21", "last_seal": "13:51:21", "seal_fund": 105649635, "break_times": 0, "industry": "数字媒体", "zt_stat": "1天1板", "reason": "物理AI仿真+具身数据+AI数字孪生", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.5 }, { "code": "603119", "name": "浙江荣泰", "price": 45.87, "pct": 10.0, "amount": 516294944, "float_cap": 21690086732.16, "turnover": 2.51, "limit_days": 1, "first_seal": "13:52:23", "last_seal": "13:53:56", "seal_fund": 88190166, "break_times": 2, "industry": "汽车", "zt_stat": "1天1板", "reason": "人形机器人+精密结构件+云母制品", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.5 }, { "code": "603286", "name": "日盈电子", "price": 42.74, "pct": 10.01, "amount": 197904924, "float_cap": 4995631605.54, "turnover": 4.21, "limit_days": 1, "first_seal": "13:52:26", "last_seal": "13:52:26", "seal_fund": 53784016, "break_times": 0, "industry": "汽车", "zt_stat": "1天1板", "reason": "人形机器人+汽车电子+北美工厂", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.6923076923076923 }, { "code": "003021", "name": "兆威机电", "price": 67.22, "pct": 10.0, "amount": 328705936, "float_cap": 13996024957.86, "turnover": 2.46, "limit_days": 1, "first_seal": "14:08:30", "last_seal": "14:16:48", "seal_fund": 58804056, "break_times": 1, "industry": "电力设备", "zt_stat": "1天1板", "reason": "人形机器人+灵巧手+微型传动", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.8 }, { "code": "605255", "name": "天普股份", "price": 55.88, "pct": 10.0, "amount": 57230526, "float_cap": 7492390400.0, "turnover": 0.8, "limit_days": 1, "first_seal": "14:28:58", "last_seal": "14:45:22", "seal_fund": 8476996, "break_times": 1, "industry": "汽车", "zt_stat": "1天1板", "reason": "汽车零部件+中昊芯英", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.85 }, { "code": "688507", "name": "索辰科技", "price": 143.3, "pct": 20.0, "amount": 964286304, "float_cap": 7055480109.000001, "turnover": 14.98, "limit_days": 1, "first_seal": "14:31:20", "last_seal": "14:31:20", "seal_fund": 68615192, "break_times": 0, "industry": "计算机", "zt_stat": "1天1板", "reason": "物理AI+低空经济+工程仿真", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.25 }, { "code": "001211", "name": "双枪科技", "price": 28.74, "pct": 9.99, "amount": 323963024, "float_cap": 2682595106.2799997, "turnover": 12.52, "limit_days": 1, "first_seal": "14:41:45", "last_seal": "14:41:45", "seal_fund": 49896347, "break_times": 0, "industry": "轻工制造", "zt_stat": "1天1板", "reason": "竹制餐厨具+以竹代塑+餐饮客户", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.9 }, { "code": "002343", "name": "慈文传媒", "price": 10.26, "pct": 9.97, "amount": 2100884688, "float_cap": 4859959734.36, "turnover": 46.52, "limit_days": 1, "first_seal": "14:51:33", "last_seal": "14:51:33", "seal_fund": 55669734, "break_times": 0, "industry": "传媒", "zt_stat": "7天6板", "reason": "微短剧+影视剧获奖+影视IP", "high_days": "7天6板", "board_type": "换手板", "seal_rate": 0.7142857142857143 } ], "reason": [ { "code": "605058", "name": "澳弘电子", "price": 72.41, "pct": 9.9954, "reason": "PCB+AI服务器+HDI板", "board_type": "换手板", "seal_rate": 0.9285714285714286, "break_times": 4, "seal_amount": 14631961.0, "high_days": "21天12板", "first_time": "10:56:30", "is_again": 1 }, { "code": "002343", "name": "慈文传媒", "price": 10.26, "pct": 9.9678, "reason": "微短剧+影视剧获奖+影视IP", "board_type": "换手板", "seal_rate": 0.7142857142857143, "break_times": 0, "seal_amount": 55669734.0, "high_days": "7天6板", "first_time": "14:51:33", "is_again": 0 }, { "code": "605255", "name": "天普股份", "price": 55.88, "pct": 10.0, "reason": "汽车零部件+中昊芯英", "board_type": "换手板", "seal_rate": 0.85, "break_times": 1, "seal_amount": 8476996.0, "high_days": "首板", "first_time": "14:28:58", "is_again": 1 }, { "code": "001211", "name": "双枪科技", "price": 28.74, "pct": 9.9885, "reason": "竹制餐厨具+以竹代塑+餐饮客户", "board_type": "换手板", "seal_rate": 0.9, "break_times": 0, "seal_amount": 49896347.0, "high_days": "首板", "first_time": "14:41:45", "is_again": 0 }, { "code": "688507", "name": "索辰科技", "price": 143.3, "pct": 19.9967, "reason": "物理AI+低空经济+工程仿真", "board_type": "换手板", "seal_rate": 0.25, "break_times": 0, "seal_amount": 68615193.0, "high_days": "首板", "first_time": "14:31:20", "is_again": 0 }, { "code": "003021", "name": "兆威机电", "price": 67.22, "pct": 9.9984, "reason": "人形机器人+灵巧手+微型传动", "board_type": "换手板", "seal_rate": 0.8, "break_times": 1, "seal_amount": 58804056.0, "high_days": "首板", "first_time": "14:08:30", "is_again": 1 }, { "code": "300798", "name": "锦鸡股份", "price": 9.2, "pct": 19.9478, "reason": "活性染料+H酸传导+算力租赁", "board_type": "换手板", "seal_rate": 1.0, "break_times": 2, "seal_amount": 47961173.0, "high_days": "首板", "first_time": "13:00:39", "is_again": 1 }, { "code": "603119", "name": "浙江荣泰", "price": 45.87, "pct": 10.0, "reason": "人形机器人+精密结构件+云母制品", "board_type": "换手板", "seal_rate": 0.5, "break_times": 2, "seal_amount": 88190167.0, "high_days": "首板", "first_time": "13:52:23", "is_again": 1 }, { "code": "603286", "name": "日盈电子", "price": 42.74, "pct": 10.0129, "reason": "人形机器人+汽车电子+北美工厂", "board_type": "换手板", "seal_rate": 0.6923076923076923, "break_times": 0, "seal_amount": 53784016.0, "high_days": "首板", "first_time": "13:52:26", "is_again": 0 }, { "code": "600487", "name": "亨通光电", "price": 50.25, "pct": 10.0044, "reason": "光通信+业绩预增+海底光缆", "board_type": "换手板", "seal_rate": 0.5625, "break_times": 1, "seal_amount": 399059120.0, "high_days": "首板", "first_time": "10:47:13", "is_again": 1 }, { "code": "301313", "name": "凡拓数创", "price": 39.0, "pct": 20.0, "reason": "物理AI仿真+具身数据+AI数字孪生", "board_type": "换手板", "seal_rate": 0.5, "break_times": 0, "seal_amount": 105649635.0, "high_days": "首板", "first_time": "13:51:21", "is_again": 0 }, { "code": "603040", "name": "新坐标", "price": 40.6, "pct": 9.9973, "reason": "行星滚柱丝杠+汽车零部件", "board_type": "换手板", "seal_rate": 0.8333333333333334, "break_times": 0, "seal_amount": 18722487.0, "high_days": "首板", "first_time": "13:50:54", "is_again": 0 }, { "code": "301119", "name": "正强股份", "price": 34.31, "pct": 20.007, "reason": "机器人零部件+汽车零部件", "board_type": "换手板", "seal_rate": 0.5, "break_times": 0, "seal_amount": 37111652.0, "high_days": "首板", "first_time": "13:37:30", "is_again": 0 }, { "code": "603278", "name": "大业股份", "price": 10.9, "pct": 9.9899, "reason": "人形机器人+胎圈钢丝+全球销售", "board_type": "换手板", "seal_rate": 0.782608695652174, "break_times": 0, "seal_amount": 62221560.0, "high_days": "2天2板", "first_time": "13:36:17", "is_again": 0 }, { "code": "002164", "name": "宁波东力", "price": 14.69, "pct": 10.0375, "reason": "精密减速器+控股股东增持+齿轮传动", "board_type": "换手板", "seal_rate": 0.625, "break_times": 0, "seal_amount": 96359055.0, "high_days": "首板", "first_time": "13:35:06", "is_again": 0 }, { "code": "002626", "name": "金达威", "price": 18.38, "pct": 9.994, "reason": "巴西甜蛋白+辅酶Q10+藻油", "board_type": "换手板", "seal_rate": 1.0, "break_times": 59, "seal_amount": 41599454.0, "high_days": "首板", "first_time": "09:31:45", "is_again": 1 }, { "code": "603859", "name": "能科科技", "price": 38.82, "pct": 10.0028, "reason": "物理AI+具身智能+定制服务器", "board_type": "换手板", "seal_rate": 0.8333333333333334, "break_times": 0, "seal_amount": 101192172.0, "high_days": "首板", "first_time": "13:30:34", "is_again": 0 }, { "code": "002889", "name": "东方嘉盛", "price": 15.74, "pct": 9.993, "reason": "半导体供应链+光刻机保税寄售维修+智慧仓储+机器人概念", "board_type": "换手板", "seal_rate": 0.4, "break_times": 1, "seal_amount": 33135596.0, "high_days": "3天3板", "first_time": "10:37:33", "is_again": 1 }, { "code": "603626", "name": "科森科技", "price": 22.21, "pct": 10.005, "reason": "机器人结构件+苹果供应链+智能终端结构件", "board_type": "换手板", "seal_rate": 0.7272727272727273, "break_times": 0, "seal_amount": 61717259.0, "high_days": "首板", "first_time": "13:24:27", "is_again": 0 }, { "code": "603188", "name": "亚邦股份", "price": 5.56, "pct": 10.099, "reason": "染料中间体+染料产业链+业绩修复", "board_type": "换手板", "seal_rate": 0.7692307692307693, "break_times": 2, "seal_amount": 67796972.0, "high_days": "首板", "first_time": "09:43:32", "is_again": 1 }, { "code": "300852", "name": "四会富仕", "price": 76.94, "pct": 19.9938, "reason": "三季报增长+AI服务器PCB+工业控制PCB", "board_type": "换手板", "seal_rate": 1.0, "break_times": 1, "seal_amount": 41686092.0, "high_days": "首板", "first_time": "10:54:45", "is_again": 1 }, { "code": "001216", "name": "华瓷股份", "price": 24.31, "pct": 10.0, "reason": "MLCC粉体+酒器+日用陶瓷", "board_type": "换手板", "seal_rate": 0.8461538461538461, "break_times": 5, "seal_amount": 36044437.0, "high_days": "4天2板", "first_time": "10:48:36", "is_again": 1 }, { "code": "600329", "name": "达仁堂", "price": 40.92, "pct": 10.0, "reason": "速效救心丸+中药+高股息", "board_type": "换手板", "seal_rate": 0.0, "break_times": 1, "seal_amount": 42884978.0, "high_days": "首板", "first_time": "10:52:40", "is_again": 1 }, { "code": "002886", "name": "沃特股份", "price": 24.01, "pct": 9.9863, "reason": "PTFE薄膜+PCB材料+机器人材料+低空经济", "board_type": "换手板", "seal_rate": 0.45454545454545453, "break_times": 2, "seal_amount": 73191892.0, "high_days": "首板", "first_time": "10:44:33", "is_again": 1 }, { "code": "605488", "name": "福莱新材", "price": 28.17, "pct": 9.9961, "reason": "人形机器人+柔性传感器+功能性涂布", "board_type": "换手板", "seal_rate": 0.8888888888888888, "break_times": 0, "seal_amount": 67253678.0, "high_days": "首板", "first_time": "11:21:02", "is_again": 0 }, { "code": "605258", "name": "协和电子", "price": 42.9, "pct": 10.0, "reason": "PCB+汽车电子+新能源", "board_type": "换手板", "seal_rate": 0.8888888888888888, "break_times": 2, "seal_amount": 40060020.0, "high_days": "首板", "first_time": "10:55:44", "is_again": 1 }, { "code": "601778", "name": "晶科科技", "price": 3.58, "pct": 10.1538, "reason": "算力服务+算电协同+光伏储能", "board_type": "换手板", "seal_rate": 0.6666666666666666, "break_times": 1, "seal_amount": 55498592.0, "high_days": "首板", "first_time": "10:47:53", "is_again": 1 }, { "code": "600686", "name": "金龙汽车", "price": 10.35, "pct": 9.9894, "reason": "客车制造+储氢系统+客车出口+仲裁澄清", "board_type": "换手板", "seal_rate": 1.0, "break_times": 1, "seal_amount": 55309365.0, "high_days": "首板", "first_time": "10:28:18", "is_again": 1 }, { "code": "301591", "name": "肯特股份", "price": 47.47, "pct": 19.9949, "reason": "高频覆铜板+高性能工程塑料+阀用特种塑料", "board_type": "换手板", "seal_rate": 1.0, "break_times": 1, "seal_amount": 91066211.0, "high_days": "首板", "first_time": "10:40:42", "is_again": 1 }, { "code": "603330", "name": "天洋新材", "price": 9.43, "pct": 10.035, "reason": "电子胶+热熔胶+业绩扭亏", "board_type": "换手板", "seal_rate": 0.6470588235294118, "break_times": 0, "seal_amount": 80518055.0, "high_days": "首板", "first_time": "10:39:24", "is_again": 0 }, { "code": "301666", "name": "大普微", "price": 328.51, "pct": 19.9993, "reason": "企业级SSD+AI存储+大额订单", "board_type": "换手板", "seal_rate": 0.6666666666666666, "break_times": 0, "seal_amount": 195639200.0, "high_days": "首板", "first_time": "10:25:00", "is_again": 0 }, { "code": "600032", "name": "浙江新能", "price": 7.79, "pct": 10.0282, "reason": "电力市场化+风光水电", "board_type": "换手板", "seal_rate": 0.9090909090909091, "break_times": 0, "seal_amount": 47509465.0, "high_days": "首板", "first_time": "10:11:46", "is_again": 0 }, { "code": "603693", "name": "江苏新能", "price": 13.53, "pct": 10.0, "reason": "海上风电+新能源发电+江苏国资", "board_type": "换手板", "seal_rate": 0.5714285714285714, "break_times": 0, "seal_amount": 58584900.0, "high_days": "首板", "first_time": "10:02:48", "is_again": 0 }, { "code": "000576", "name": "甘化科工", "price": 9.65, "pct": 10.0342, "reason": "军工电源+光电成像+特种合金+参股锴威特半导体", "board_type": "换手板", "seal_rate": 1.0, "break_times": 1, "seal_amount": 32047766.0, "high_days": "2天2板", "first_time": "09:30:09", "is_again": 1 }, { "code": "001323", "name": "慕思股份", "price": 20.21, "pct": 10.0163, "reason": "智能睡眠+端侧智能+鸿蒙生态", "board_type": "换手板", "seal_rate": 1.0, "break_times": 1, "seal_amount": 40634226.0, "high_days": "首板", "first_time": "09:39:51", "is_again": 1 }, { "code": "002368", "name": "太极股份", "price": 12.75, "pct": 10.0086, "reason": "数据库+央企+云数服务", "board_type": "换手板", "seal_rate": null, "break_times": 1, "seal_amount": 112299259.0, "high_days": "首板", "first_time": "09:32:15", "is_again": 1 }, { "code": "002085", "name": "万丰奥威", "price": 10.9, "pct": 9.9899, "reason": "低空经济+汽车轻量化+通航飞机", "board_type": "换手板", "seal_rate": 0.5, "break_times": 0, "seal_amount": 199279860.0, "high_days": "2天2板", "first_time": "09:31:24", "is_again": 1 }, { "code": "002929", "name": "润建股份", "price": 46.4, "pct": 10.0047, "reason": "签境外词元大单+算力网络+通信运维", "board_type": "T字板", "seal_rate": 0.75, "break_times": 1, "seal_amount": 88901658.0, "high_days": "首板", "first_time": "09:25:00", "is_again": 1 }, { "code": "603348", "name": "文灿股份", "price": 16.84, "pct": 9.9935, "reason": "飞行汽车+机器人概念+特斯拉概念+一体化压铸", "board_type": "换手板", "seal_rate": 1.0, "break_times": 0, "seal_amount": 42021997.0, "high_days": "2天2板", "first_time": "09:30:06", "is_again": 0 }, { "code": "600178", "name": "东安动力", "price": 11.28, "pct": 10.0488, "reason": "飞行汽车+增程动力+定点协议+兵装重组", "board_type": "T字板", "seal_rate": 1.0, "break_times": 0, "seal_amount": 127590336.0, "high_days": "2天2板", "first_time": "09:30:02", "is_again": 0 }, { "code": "603197", "name": "保隆科技", "price": 32.33, "pct": 10.0034, "reason": "飞行汽车+特斯拉概念+机器人传感器", "board_type": "一字板", "seal_rate": 1.0, "break_times": 0, "seal_amount": 332033400.0, "high_days": "2天2板", "first_time": "09:25:01", "is_again": 0 }, { "code": "600860", "name": "京城股份", "price": 8.7, "pct": 9.9874, "reason": "飞行汽车概念股活跃+气体储运+机器人集成", "board_type": "一字板", "seal_rate": 0.3333333333333333, "break_times": 0, "seal_amount": 53520651.0, "high_days": "2天2板", "first_time": "09:25:01", "is_again": 0 }, { "code": "600267", "name": "海正药业", "price": 12.06, "pct": 10.0365, "reason": "业绩增长+宠物药+受托生产", "board_type": "一字板", "seal_rate": 0.75, "break_times": 0, "seal_amount": 233955760.0, "high_days": "首板", "first_time": "09:25:01", "is_again": 0 }, { "code": "600148", "name": "长春一东", "price": 17.91, "pct": 10.0123, "reason": "军工概念+AMT系统+新能源汽车+国企改革", "board_type": "一字板", "seal_rate": null, "break_times": 0, "seal_amount": 87107757.0, "high_days": "2天2板", "first_time": "09:25:01", "is_again": 0 }, { "code": "003029", "name": "吉大正元", "price": 24.19, "pct": 10.0045, "reason": "人工智能安全+商用密码+低空安全", "board_type": "一字板", "seal_rate": 0.6666666666666666, "break_times": 0, "seal_amount": 200574990.0, "high_days": "3天3板", "first_time": "09:25:00", "is_again": 0 }, { "code": "002724", "name": "海洋王", "price": 8.42, "pct": 10.0654, "reason": "专业照明+AI照明+军工+“羊”字辈", "board_type": "一字板", "seal_rate": 0.6666666666666666, "break_times": 0, "seal_amount": 119123322.0, "high_days": "2天2板", "first_time": "09:25:00", "is_again": 0 } ], "prev_date": "2026-10-16", "tiers": { "2": 9, "1": 35, "3": 2 }, "concept_today": [ [ "机器人概念", 18 ], [ "新能源汽车", 16 ], [ "华为概念", 15 ], [ "比亚迪概念", 12 ], [ "汽车", 11 ], [ "人形机器人", 11 ], [ "专精特新", 10 ], [ "国企改革", 10 ], [ "汽车零部件", 10 ], [ "军工", 9 ] ], "concept_prev": [ [ "低空经济", 24 ], [ "国企改革", 23 ], [ "机器人概念", 20 ], [ "军工", 20 ], [ "新能源汽车", 19 ], [ "无人机", 18 ], [ "飞行汽车(eVTOL)", 17 ], [ "汽车", 15 ], [ "专精特新", 14 ], [ "比亚迪概念", 14 ] ], "auction_one_word": { "hard": [ { "code": "002724", "name": "海洋王", "limit_days": 2, "reason": "专业照明+AI照明+军工+“羊”字辈", "concepts": [ "智慧灯杆", "新型城镇化", "军工", "智慧城市", "粤港澳大湾区", "无人机", "核电", "物联网", "电子", "光学光电子", "LED" ] }, { "code": "003029", "name": "吉大正元", "limit_days": 3, "reason": "人工智能安全+商用密码+低空安全", "concepts": [ "电子身份证", "数字货币", "跨境支付(CIPS)", "华为鲲鹏", "移动支付", "数据安全", "智慧政务", "数字水印", "互联网金融", "网络安全", "区块链", "蚂蚁集团概念", "鸿蒙概念", "信创", "数字经济", "AI智能体", "智慧城市", "DeepSeek概念", "车联网(车路协同)", "抖音概念(字节概念)", "军工信息化", "量子科技", "中俄贸易概念", "安防", "工业互联网", "物联网", "长安汽车概念", "华为概念", "无人驾驶", "东数西算(算力)", "军工", "卫星导航", "商业航天", "专精特新", "比亚迪概念", "芯片概念", "低空经济", "计算机", "软件开发", "横向通用软件", "支付系统", "量子通信", "卫星测控", "卫星通信" ] } ], "soft": [ { "code": "002929", "name": "润建股份", "limit_days": 1, "reason": "签境外词元大单+算力网络+通信运维", "concepts": [ "MR(混合现实)", "东数西算(算力)", "算力租赁", "5G", "华为昇腾", "数据中心(AIDC)", "虚拟现实", "华为数字能源", "空间计算", "华为概念", "无人机", "多模态AI", "智慧灯杆", "机器人概念", "军工", "元宇宙", "云办公", "信创", "阿里巴巴概念", "低空经济", "数字孪生", "数据安全", "百度概念", "人工智能", "AI智能体", "光伏概念", "工业互联网", "智能电网", "智慧城市", "充电桩", "AI应用", "数据要素", "DeepSeek概念", "储能", "虚拟数字人", "电力物联网", "数字乡村", "虚拟电厂", "跨境电商", "一带一路", "西部大开发", "雄安新区", "乡村振兴", "通信", "通信服务", "通信工程及服务", "中欧经济一体化", "中越经济一体化", "算力调度平台", "阿里系算力" ] } ] }, "board_leaders": { "top": { "limit_days": 3, "count": 2, "names": [ "吉大正元", "东方嘉盛" ], "industry": "计算机", "industry_cnt": 1, "top_concepts": [ [ "互联网金融", 2 ], [ "区块链", 2 ], [ "数字经济", 2 ] ], "themes": [ "金融", "区块链", "数字经济" ] }, "second": { "limit_days": 2, "count": 9, "names": [ "海洋王", "长春一东", "京城股份", "保隆科技", "东安动力", "文灿股份", "甘化科工", "万丰奥威", "大业股份" ], "industry": "汽车", "industry_cnt": 5, "top_concepts": [ [ "新能源汽车", 5 ], [ "汽车", 5 ], [ "汽车零部件", 5 ] ], "themes": [ "汽车", "汽车", "汽车" ] }, "same_sector": false }, "theme_limitup": [ { "theme": "汽车", "count": 25, "reps": [ "吉大正元", "长春一东", "保隆科技", "东安动力", "文灿股份", "万丰奥威", "太极股份", "金龙汽车" ] }, { "theme": "机器人", "count": 21, "reps": [ "润建股份", "京城股份", "保隆科技", "东安动力", "文灿股份", "东方嘉盛", "沃特股份", "亨通光电" ] }, { "theme": "AI算力", "count": 18, "reps": [ "润建股份", "吉大正元", "保隆科技", "太极股份", "慕思股份", "大普微-UW", "东方嘉盛", "天洋新材" ] }, { "theme": "军工", "count": 17, "reps": [ "海洋王", "润建股份", "吉大正元", "长春一东", "东安动力", "甘化科工", "万丰奥威", "太极股份" ] }, { "theme": "国企改", "count": 17, "reps": [ "润建股份", "长春一东", "海正药业", "京城股份", "东安动力", "太极股份", "亚邦股份", "江苏新能" ] }, { "theme": "储能锂电", "count": 16, "reps": [ "润建股份", "京城股份", "文灿股份", "万丰奥威", "江苏新能", "浙江新能", "金龙汽车", "天洋新材" ] }, { "theme": "半导体", "count": 16, "reps": [ "吉大正元", "甘化科工", "太极股份", "大普微-UW", "东方嘉盛", "天洋新材", "肯特股份", "沃特股份" ] }, { "theme": "电力", "count": 15, "reps": [ "海洋王", "润建股份", "万丰奥威", "太极股份", "江苏新能", "浙江新能", "肯特股份", "沃特股份" ] }, { "theme": "华为概念", "count": 15, "reps": [ "润建股份", "吉大正元", "东安动力", "太极股份", "慕思股份", "金龙汽车", "东方嘉盛", "天洋新材" ] }, { "theme": "通信", "count": 10, "reps": [ "润建股份", "吉大正元", "万丰奥威", "沃特股份", "亨通光电", "四会富仕", "协和电子", "澳弘电子" ] }, { "theme": "专精特新", "count": 10, "reps": [ "吉大正元", "长春一东", "大普微-UW", "天洋新材", "肯特股份", "沃特股份", "福莱新材", "新坐标" ] }, { "theme": "低空经济", "count": 9, "reps": [ "润建股份", "吉大正元", "京城股份", "保隆科技", "东安动力", "万丰奥威", "沃特股份", "凡拓数创" ] }, { "theme": "DeepSeek概念", "count": 9, "reps": [ "润建股份", "吉大正元", "海正药业", "太极股份", "慕思股份", "大普微-UW", "东方嘉盛", "亨通光电" ] }, { "theme": "医药", "count": 8, "reps": [ "海正药业", "金达威", "太极股份", "东方嘉盛", "肯特股份", "达仁堂", "凡拓数创", "兆威机电" ] }, { "theme": "传媒", "count": 7, "reps": [ "润建股份", "吉大正元", "大普微-UW", "华瓷股份", "科森科技", "凡拓数创", "慈文传媒" ] }, { "theme": "化工", "count": 7, "reps": [ "海正药业", "亚邦股份", "天洋新材", "肯特股份", "沃特股份", "福莱新材", "锦鸡股份" ] }, { "theme": "地产链", "count": 6, "reps": [ "海洋王", "慕思股份", "华瓷股份", "澳弘电子", "日盈电子", "双枪科技" ] }, { "theme": "智慧城市", "count": 6, "reps": [ "海洋王", "润建股份", "吉大正元", "太极股份", "亨通光电", "凡拓数创" ] }, { "theme": "电子", "count": 6, "reps": [ "海洋王", "大普微-UW", "四会富仕", "协和电子", "澳弘电子", "科森科技" ] }, { "theme": "工业互联网", "count": 6, "reps": [ "润建股份", "吉大正元", "太极股份", "澳弘电子", "能科科技", "日盈电子" ] }, { "theme": "跨境电商", "count": 6, "reps": [ "润建股份", "金达威", "慕思股份", "东方嘉盛", "华瓷股份", "双枪科技" ] }, { "theme": "底盘与发动机系统", "count": 6, "reps": [ "长春一东", "东安动力", "正强股份", "新坐标", "日盈电子", "天普股份" ] }, { "theme": "2026中报预增", "count": 6, "reps": [ "海正药业", "保隆科技", "金龙汽车", "东方嘉盛", "亨通光电", "宁波东力" ] }, { "theme": "物联网", "count": 5, "reps": [ "海洋王", "吉大正元", "太极股份", "慕思股份", "凡拓数创" ] }, { "theme": "数字孪生", "count": 5, "reps": [ "润建股份", "太极股份", "能科科技", "凡拓数创", "索辰科技" ] }, { "theme": "数字经济", "count": 5, "reps": [ "吉大正元", "太极股份", "东方嘉盛", "能科科技", "凡拓数创" ] }, { "theme": "传感器", "count": 5, "reps": [ "长春一东", "保隆科技", "福莱新材", "日盈电子", "索辰科技" ] }, { "theme": "新型工业化", "count": 5, "reps": [ "京城股份", "太极股份", "能科科技", "日盈电子", "兆威机电" ] }, { "theme": "毫米波雷达", "count": 5, "reps": [ "保隆科技", "沃特股份", "四会富仕", "协和电子", "澳弘电子" ] }, { "theme": "海工装备", "count": 5, "reps": [ "万丰奥威", "江苏新能", "肯特股份", "亨通光电", "索辰科技" ] }, { "theme": "人民币贬值受益", "count": 5, "reps": [ "金达威", "华瓷股份", "四会富仕", "科森科技", "浙江荣泰" ] }, { "theme": "粤港澳大湾区", "count": 4, "reps": [ "海洋王", "东方嘉盛", "沃特股份", "四会富仕" ] }, { "theme": "虚拟现实", "count": 4, "reps": [ "润建股份", "科森科技", "凡拓数创", "慈文传媒" ] }, { "theme": "阿里巴巴概念", "count": 4, "reps": [ "润建股份", "太极股份", "大普微-UW", "晶科科技" ] }, { "theme": "数据安全", "count": 4, "reps": [ "润建股份", "吉大正元", "太极股份", "大普微-UW" ] }, { "theme": "百度概念", "count": 4, "reps": [ "润建股份", "大普微-UW", "金龙汽车", "凡拓数创" ] }, { "theme": "数据要素", "count": 4, "reps": [ "润建股份", "太极股份", "能科科技", "凡拓数创" ] }, { "theme": "金融", "count": 4, "reps": [ "吉大正元", "太极股份", "东方嘉盛", "华瓷股份" ] }, { "theme": "计算机", "count": 4, "reps": [ "吉大正元", "太极股份", "能科科技", "索辰科技" ] }, { "theme": "京津冀一体化", "count": 4, "reps": [ "京城股份", "达仁堂", "能科科技", "慈文传媒" ] }, { "theme": "飞行汽车(eVTOL)", "count": 4, "reps": [ "保隆科技", "东安动力", "文灿股份", "万丰奥威" ] }, { "theme": "小米汽车", "count": 4, "reps": [ "保隆科技", "东安动力", "沃特股份", "亨通光电" ] }, { "theme": "小米概念", "count": 4, "reps": [ "保隆科技", "万丰奥威", "沃特股份", "兆威机电" ] }, { "theme": "海峡两岸", "count": 4, "reps": [ "金达威", "金龙汽车", "科森科技", "大业股份" ] }, { "theme": "华为鲲鹏", "count": 3, "reps": [ "吉大正元", "太极股份", "凡拓数创" ] }, { "theme": "智慧政务", "count": 3, "reps": [ "吉大正元", "太极股份", "凡拓数创" ] }, { "theme": "网络安全", "count": 3, "reps": [ "吉大正元", "太极股份", "亨通光电" ] }, { "theme": "鸿蒙概念", "count": 3, "reps": [ "吉大正元", "太极股份", "慕思股份" ] }, { "theme": "安防", "count": 3, "reps": [ "吉大正元", "太极股份", "金龙汽车" ] }, { "theme": "合成生物", "count": 3, "reps": [ "海正药业", "金达威", "沃特股份" ] }, { "theme": "机械设备", "count": 3, "reps": [ "京城股份", "宁波东力", "大业股份" ] }, { "theme": "通用设备", "count": 3, "reps": [ "京城股份", "宁波东力", "大业股份" ] }, { "theme": "金属制品", "count": 3, "reps": [ "京城股份", "宁波东力", "大业股份" ] }, { "theme": "共同富裕示范区", "count": 3, "reps": [ "万丰奥威", "宁波东力", "浙江荣泰" ] }, { "theme": "消费", "count": 3, "reps": [ "金达威", "凡拓数创", "慈文传媒" ] }, { "theme": "水利", "count": 3, "reps": [ "太极股份", "亨通光电", "凡拓数创" ] }, { "theme": "轻工制造", "count": 3, "reps": [ "慕思股份", "华瓷股份", "双枪科技" ] }, { "theme": "公用事业", "count": 3, "reps": [ "江苏新能", "浙江新能", "晶科科技" ] }, { "theme": "腾讯概念", "count": 3, "reps": [ "大普微-UW", "晶科科技", "慈文传媒" ] }, { "theme": "智能物流", "count": 3, "reps": [ "金龙汽车", "东方嘉盛", "澳弘电子" ] }, { "theme": "股权转让(并购重组)", "count": 3, "reps": [ "华瓷股份", "天普股份", "索辰科技" ] }, { "theme": "元件", "count": 3, "reps": [ "四会富仕", "协和电子", "澳弘电子" ] }, { "theme": "印制电路板", "count": 3, "reps": [ "四会富仕", "协和电子", "澳弘电子" ] }, { "theme": "IP经济(谷子经济)", "count": 3, "reps": [ "凡拓数创", "双枪科技", "慈文传媒" ] }, { "theme": "智慧灯杆", "count": 2, "reps": [ "海洋王", "润建股份" ] }, { "theme": "MR(混合现实)", "count": 2, "reps": [ "润建股份", "兆威机电" ] }, { "theme": "空间计算", "count": 2, "reps": [ "润建股份", "凡拓数创" ] }, { "theme": "虚拟数字人", "count": 2, "reps": [ "润建股份", "凡拓数创" ] }, { "theme": "数字乡村", "count": 2, "reps": [ "润建股份", "太极股份" ] }, { "theme": "雄安新区", "count": 2, "reps": [ "润建股份", "太极股份" ] }, { "theme": "跨境支付(CIPS)", "count": 2, "reps": [ "吉大正元", "太极股份" ] }, { "theme": "区块链", "count": 2, "reps": [ "吉大正元", "东方嘉盛" ] }, { "theme": "量子科技", "count": 2, "reps": [ "吉大正元", "亨通光电" ] }, { "theme": "中俄贸易概念", "count": 2, "reps": [ "吉大正元", "长春一东" ] }, { "theme": "软件开发", "count": 2, "reps": [ "吉大正元", "索辰科技" ] }, { "theme": "2026三季报预增", "count": 2, "reps": [ "海正药业", "亨通光电" ] }, { "theme": "车载摄像头", "count": 2, "reps": [ "保隆科技", "日盈电子" ] }, { "theme": "两轮车", "count": 2, "reps": [ "文灿股份", "万丰奥威" ] }, { "theme": "碳中和", "count": 2, "reps": [ "万丰奥威", "晶科科技" ] }, { "theme": "航空发动机", "count": 2, "reps": [ "万丰奥威", "能科科技" ] }, { "theme": "碳纤维", "count": 2, "reps": [ "万丰奥威", "沃特股份" ] }, { "theme": "福建自贸区", "count": 2, "reps": [ "金达威", "金龙汽车" ] }, { "theme": "福建本地股", "count": 2, "reps": [ "金达威", "金龙汽车" ] }, { "theme": "IT服务", "count": 2, "reps": [ "太极股份", "能科科技" ] }, { "theme": "IT服务Ⅲ", "count": 2, "reps": [ "太极股份", "能科科技" ] }, { "theme": "高股息精选", "count": 2, "reps": [ "慕思股份", "达仁堂" ] }, { "theme": "染料", "count": 2, "reps": [ "亚邦股份", "锦鸡股份" ] }, { "theme": "纺织化学用品", "count": 2, "reps": [ "亚邦股份", "锦鸡股份" ] }, { "theme": "生物质能发电", "count": 2, "reps": [ "江苏新能", "大业股份" ] }, { "theme": "PEEK材料", "count": 2, "reps": [ "肯特股份", "沃特股份" ] }, { "theme": "PTFE", "count": 2, "reps": [ "肯特股份", "沃特股份" ] }, { "theme": "富士康概念", "count": 2, "reps": [ "沃特股份", "科森科技" ] }, { "theme": "新型烟草(电子烟)", "count": 2, "reps": [ "沃特股份", "科森科技" ] }, { "theme": "长三角一体化", "count": 2, "reps": [ "亨通光电", "浙江荣泰" ] }, { "theme": "创投", "count": 2, "reps": [ "亨通光电", "慈文传媒" ] }, { "theme": "智能穿戴", "count": 2, "reps": [ "华瓷股份", "科森科技" ] }, { "theme": "苹果概念", "count": 2, "reps": [ "福莱新材", "科森科技" ] }, { "theme": "电子皮肤", "count": 2, "reps": [ "福莱新材", "日盈电子" ] }, { "theme": "高端装备", "count": 2, "reps": [ "能科科技", "大业股份" ] }, { "theme": "污水处理", "count": 2, "reps": [ "新坐标", "凡拓数创" ] }, { "theme": "光学光电子", "count": 1, "reps": [ "海洋王" ] }, { "theme": "LED", "count": 1, "reps": [ "海洋王" ] }, { "theme": "华为昇腾", "count": 1, "reps": [ "润建股份" ] }, { "theme": "华为数字能源", "count": 1, "reps": [ "润建股份" ] }, { "theme": "云办公", "count": 1, "reps": [ "润建股份" ] }, { "theme": "西部大开发", "count": 1, "reps": [ "润建股份" ] }, { "theme": "乡村振兴", "count": 1, "reps": [ "润建股份" ] }, { "theme": "中欧经济一体化", "count": 1, "reps": [ "润建股份" ] }, { "theme": "中越经济一体化", "count": 1, "reps": [ "润建股份" ] }, { "theme": "电子身份证", "count": 1, "reps": [ "吉大正元" ] }, { "theme": "蚂蚁集团概念", "count": 1, "reps": [ "吉大正元" ] }, { "theme": "横向通用软件", "count": 1, "reps": [ "吉大正元" ] }, { "theme": "支付系统", "count": 1, "reps": [ "吉大正元" ] }, { "theme": "换电概念", "count": 1, "reps": [ "长春一东" ] }, { "theme": "青蒿素", "count": 1, "reps": [ "海正药业" ] }, { "theme": "减肥药", "count": 1, "reps": [ "海正药业" ] }, { "theme": "阿尔茨海默概念", "count": 1, "reps": [ "海正药业" ] }, { "theme": "宠物经济", "count": 1, "reps": [ "海正药业" ] }, { "theme": "抗病毒化学药", "count": 1, "reps": [ "海正药业" ] }, { "theme": "宠物健康", "count": 1, "reps": [ "海正药业" ] }, { "theme": "天然气", "count": 1, "reps": [ "京城股份" ] }, { "theme": "俄乌冲突概念", "count": 1, "reps": [ "京城股份" ] }, { "theme": "自动紧急制动系统（AEBS）", "count": 1, "reps": [ "保隆科技" ] }, { "theme": "兵装重组概念", "count": 1, "reps": [ "东安动力" ] }, { "theme": "黑龙江自贸区", "count": 1, "reps": [ "东安动力" ] }, { "theme": "导弹", "count": 1, "reps": [ "甘化科工" ] }, { "theme": "独角兽概念", "count": 1, "reps": [ "万丰奥威" ] }, { "theme": "同花顺新质50", "count": 1, "reps": [ "万丰奥威" ] }, { "theme": "轮胎轮毂", "count": 1, "reps": [ "万丰奥威" ] }, { "theme": "动力系统", "count": 1, "reps": [ "万丰奥威" ] }, { "theme": "eVTOL飞行器", "count": 1, "reps": [ "万丰奥威" ] }, { "theme": "维生素", "count": 1, "reps": [ "金达威" ] }, { "theme": "NMN概念", "count": 1, "reps": [ "金达威" ] }, { "theme": "食品加工制造", "count": 1, "reps": [ "金达威" ] }, { "theme": "其他食品", "count": 1, "reps": [ "金达威" ] }, { "theme": "维生素A", "count": 1, "reps": [ "金达威" ] }, { "theme": "财税数字化", "count": 1, "reps": [ "太极股份" ] }, { "theme": "DRG/DIP", "count": 1, "reps": [ "太极股份" ] }, { "theme": "国产操作系统", "count": 1, "reps": [ "太极股份" ] }, { "theme": "时空大数据", "count": 1, "reps": [ "太极股份" ] }, { "theme": "体育产业", "count": 1, "reps": [ "太极股份" ] }, { "theme": "基础建设", "count": 1, "reps": [ "太极股份" ] }, { "theme": "固废处理", "count": 1, "reps": [ "亚邦股份" ] }, { "theme": "水力发电", "count": 1, "reps": [ "浙江新能" ] }, { "theme": "英伟达概念", "count": 1, "reps": [ "大普微-UW" ] }, { "theme": "注册制次新股", "count": 1, "reps": [ "大普微-UW" ] }, { "theme": "小红书概念", "count": 1, "reps": [ "大普微-UW" ] }, { "theme": "快手概念", "count": 1, "reps": [ "大普微-UW" ] }, { "theme": "新股与次新股", "count": 1, "reps": [ "大普微-UW" ] }, { "theme": "快手基础设施", "count": 1, "reps": [ "大普微-UW" ] }, { "theme": "商用载客车", "count": 1, "reps": [ "金龙汽车" ] }, { "theme": "无人配送", "count": 1, "reps": [ "金龙汽车" ] }, { "theme": "自由贸易港", "count": 1, "reps": [ "东方嘉盛" ] }, { "theme": "统一大市场", "count": 1, "reps": [ "东方嘉盛" ] }, { "theme": "冰雪产业", "count": 1, "reps": [ "东方嘉盛" ] }, { "theme": "航运概念", "count": 1, "reps": [ "东方嘉盛" ] }, { "theme": "冷链物流", "count": 1, "reps": [ "东方嘉盛" ] }, { "theme": "广东自贸区", "count": 1, "reps": [ "东方嘉盛" ] }, { "theme": "交通运输", "count": 1, "reps": [ "东方嘉盛" ] }, { "theme": "物流", "count": 1, "reps": [ "东方嘉盛" ] }, { "theme": "物流Ⅲ", "count": 1, "reps": [ "东方嘉盛" ] }, { "theme": "3D打印", "count": 1, "reps": [ "沃特股份" ] }, { "theme": "石墨烯", "count": 1, "reps": [ "沃特股份" ] }, { "theme": "光纤概念", "count": 1, "reps": [ "亨通光电" ] }, { "theme": "太赫兹", "count": 1, "reps": [ "亨通光电" ] }, { "theme": "同花顺出海50", "count": 1, "reps": [ "亨通光电" ] }, { "theme": "光电磁传输材料", "count": 1, "reps": [ "亨通光电" ] }, { "theme": "光纤光缆", "count": 1, "reps": [ "亨通光电" ] }, { "theme": "碳交易", "count": 1, "reps": [ "晶科科技" ] }, { "theme": "牙科医疗", "count": 1, "reps": [ "华瓷股份" ] }, { "theme": "MLCC概念", "count": 1, "reps": [ "华瓷股份" ] }, { "theme": "养老概念", "count": 1, "reps": [ "达仁堂" ] }, { "theme": "膜材料", "count": 1, "reps": [ "福莱新材" ] }, { "theme": "柔性屏(折叠屏)", "count": 1, "reps": [ "科森科技" ] }, { "theme": "无线耳机", "count": 1, "reps": [ "科森科技" ] }, { "theme": "智能音箱", "count": 1, "reps": [ "科森科技" ] }, { "theme": "发动机", "count": 1, "reps": [ "能科科技" ] }, { "theme": "高铁", "count": 1, "reps": [ "宁波东力" ] }, { "theme": "地下管网", "count": 1, "reps": [ "凡拓数创" ] }, { "theme": "数字媒体", "count": 1, "reps": [ "凡拓数创" ] }, { "theme": "宁德时代概念", "count": 1, "reps": [ "浙江荣泰" ] }, { "theme": "智能座舱", "count": 1, "reps": [ "日盈电子" ] }, { "theme": "PM2.5", "count": 1, "reps": [ "日盈电子" ] }, { "theme": "激光雷达", "count": 1, "reps": [ "日盈电子" ] }, { "theme": "电机", "count": 1, "reps": [ "兆威机电" ] }, { "theme": "电机Ⅲ", "count": 1, "reps": [ "兆威机电" ] }, { "theme": "灵巧手", "count": 1, "reps": [ "兆威机电" ] }, { "theme": "在线教育", "count": 1, "reps": [ "索辰科技" ] }, { "theme": "垂直应用软件", "count": 1, "reps": [ "索辰科技" ] }, { "theme": "火箭发射", "count": 1, "reps": [ "索辰科技" ] }, { "theme": "露营经济", "count": 1, "reps": [ "双枪科技" ] }, { "theme": "三胎概念", "count": 1, "reps": [ "双枪科技" ] }, { "theme": "预制菜", "count": 1, "reps": [ "双枪科技" ] }, { "theme": "婴童用品", "count": 1, "reps": [ "双枪科技" ] } ], "emotion_quality": { "n": 46, "early": 19, "early_pct": 41.30434782608695, "one_word": 0, "oneword_pct": 0.0, "rotten": 21, "rotten_pct": 45.65217391304348, "avg_seal": 0.874985317826087, "ladder": "3板→1板梯队连续完整" } }, "涨跌停情绪": { "date": "2026-10-19", "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": [ "2026-10-13", "2026-10-14", "2026-10-15", "2026-10-16", "2026-10-19" ], "limit_up": [ 70.0, 39.0, 36.0, 61.0, 49.0 ], "limit_down": [ 10.0, 11.0, 26.0, 11.0, 25.0 ], "ratio": [ 7.0, 3.55, 1.38, 5.55, 1.96 ], "lianban_count": [ 0.0, 0.0, 0.0, 0.0, 0.0 ], "market_height": [ 10.0, 10.0, 10.0, 11.0, 3.0 ], "bomb_count": 20, "bomb_rate": 29.0 } }, "强势股复盘": { "date": "2026-10-19", "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": "002343", "name": "慈文传媒", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 39.4, "latest_pct": 9.97, "reason_tags": "微短剧+影视剧获奖+影视IP", "reason": "微短剧题材叠加5连板，澄清后热度不减，游资博弈连板情绪", "news_titles": [ "慈文传媒(002343)龙虎榜数据(10-19)", "002343，实现5连板！", "澄清后热度不减！002343，5连板", "澄清后热度不减！人气牛股002343，5连板", "慈文传媒(002343)龙虎榜数据(10-16)" ] }, { "rank": 2, "code": "002889", "name": "东方嘉盛", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 30.95, "latest_pct": 9.99, "reason_tags": "半导体供应链+光刻机保税寄售维修+智慧仓储+机器人概念", "reason": "半导体供应链、光刻机保税寄售维修题材，智慧仓储、机器人概念加持，个股涨停或站上年线", "news_titles": [ "东方嘉盛(002889)龙虎榜数据(10-19)", "东方嘉盛(002889)龙虎榜数据(10-16)", "30只股上午收盘涨停(附股)", "今日56只股长线走稳 站上年线", "【盘中播报】67只个股突破年线" ] }, { "rank": 3, "code": "301591", "name": "肯特股份", "sector": "创业板", "industry": "", "concepts": [], "gain_pct": 29.21, "latest_pct": 19.99, "reason_tags": "高频覆铜板+高性能工程塑料+阀用特种塑料", "reason": "高频覆铜板、高性能工程塑料题材，随涨停潮个股走强", "news_titles": [ "肯特股份(301591)龙虎榜数据(10-19)", "肯特股份(301591)龙虎榜数据(10-15)", "预喜率达100%！002134，午后上演“地天板”", "30只股上午收盘涨停(附股)", "59只A股筹码大换手（10月16日）" ] }, { "rank": 4, "code": "003029", "name": "吉大正元", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 27.38, "latest_pct": 10.0, "reason_tags": "人工智能安全+商用密码+低空安全", "reason": "AI安全、商用密码、抗量子概念，走出3连板，但公司称相关业务收入占比较低", "news_titles": [ "003029，3连板！公司：AI安全和抗量子产品业务收入占比较低", "吉大正元(003029)龙虎榜数据(10-16)", "2连板吉大正元：股票交易异常波动 相关业务收入占比较低", "2连板吉大正元：公司在AI安全和抗量子产品方面有技术储备 但相关业务收入占比较低", "2连板吉大正元：在AI安全和抗量子产品方面储备了相关技术，但相关业务收入占比较低" ] }, { "rank": 5, "code": "002626", "name": "金达威", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 19.97, "latest_pct": 9.99, "reason_tags": "巴西甜蛋白+辅酶Q10+藻油", "reason": "辅酶Q10等食品饮料题材，主力资金抢筹板块，个股站上年线、盘中涨停", "news_titles": [ "金达威(002626)龙虎榜数据(10-19)", "【盘中播报】38只股长线走稳 站上年线", "30只股上午收盘涨停(附股)", "2.97亿元主力资金今日抢筹食品饮料板块", "金达威：全资子公司巴西甜蛋白产品获美国FDA GRAS无异议函" ] }, { "rank": 6, "code": "605058", "name": "澳弘电子", "sector": "沪主板", "industry": "", "concepts": [], "gain_pct": 19.9, "latest_pct": 10.0, "reason_tags": "PCB+AI服务器+HDI板", "reason": "PCB、AI服务器、HDI板题材，19天11板续创新高，PCB板块走牛", "news_titles": [ "一个多月股价翻倍！605058，“19天11板”", "19天11板！605058续创历史新高，股民直呼“强得可怕”", "PCB大牛股，605058，18天11板！", "澳弘电子(605058)龙虎榜数据(10-13)", "澳弘电子(605058)龙虎榜数据(10-12)" ] }, { "rank": 7, "code": "002724", "name": "海洋王", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 18.93, "latest_pct": 10.07, "reason_tags": "专业照明+AI照明+军工+“羊”字辈", "reason": "专业照明、AI照明、军工题材，个股涨停或封单居前", "news_titles": [ "海洋王(002724)龙虎榜数据(10-19)", "30只股上午收盘涨停(附股)", "A股三大股指涨跌互现，银行板块全天强势", "涨停股复盘：8股封单超亿元", "海洋王控股子公司债务重组终止：已收回现金7900万元，剩余款项2027年底前付清" ] }, { "rank": 8, "code": "301313", "name": "凡拓数创", "sector": "创业板", "industry": "", "concepts": [], "gain_pct": 18.15, "latest_pct": 20.0, "reason_tags": "物理AI仿真+具身数据+AI数字孪生", "reason": "物理AI仿真、AI数字孪生概念，在数字媒体概念走强与AI基建预期下异动", "news_titles": [ "凡拓数创(301313)龙虎榜数据(10-19)", "数字媒体概念盘中走强，行业处于AI基建等三重周期叠加阶段|异动情报", "创业板公司融资余额六连降 其间累计减少272.28亿元", "59只A股筹码大换手（10月16日）", "49只A股筹码大换手（10月15日）" ] }, { "rank": 9, "code": "002085", "name": "万丰奥威", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 17.46, "latest_pct": 9.99, "reason_tags": "低空经济+汽车轻量化+通航飞机", "reason": "低空经济、通航飞机题材，获杠杆资金净买入、盘中涨停", "news_titles": [ "万丰奥威(002085)龙虎榜数据(10-19)", "融资客看好2股 买入占成交比例超三成", "30只股上午收盘涨停(附股)", "10月16日A股午盘：深成指半日涨幅超1% 军工板块掀涨停潮", "21股获杠杆资金净买入超5000万元" ] }, { "rank": 10, "code": "000576", "name": "甘化科工", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 15.43, "latest_pct": 10.03, "reason_tags": "军工电源+光电成像+特种合金+参股锴威特半导体", "reason": "军工电源、光电成像、特种合金题材，个股涨停或站上年线", "news_titles": [ "甘化科工(000576)龙虎榜数据(10-19)", "【盘中播报】38只股长线走稳 站上年线", "30只股上午收盘涨停(附股)", "A股三大股指涨跌互现，银行板块全天强势", "涨停股复盘：8股封单超亿元" ] } ], "ten_day": [ { "rank": 1, "code": "002343", "name": "慈文传媒", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 79.37, "latest_pct": 9.97, "reason_tags": "微短剧+影视剧获奖+影视IP", "reason": "微短剧题材热度叠加5连板，资金持续炒作", "news_titles": [ "慈文传媒(002343)龙虎榜数据(10-19)", "002343，实现5连板！", "澄清后热度不减！002343，5连板", "澄清后热度不减！人气牛股002343，5连板", "慈文传媒(002343)龙虎榜数据(10-16)" ] }, { "rank": 2, "code": "003029", "name": "吉大正元", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 34.54, "latest_pct": 10.0, "reason_tags": "人工智能安全+商用密码+低空安全", "reason": "AI安全、抗量子概念受追捧，公司澄清收入占比低仍连板", "news_titles": [ "003029，3连板！公司：AI安全和抗量子产品业务收入占比较低", "吉大正元(003029)龙虎榜数据(10-16)", "2连板吉大正元：股票交易异常波动 相关业务收入占比较低", "2连板吉大正元：公司在AI安全和抗量子产品方面有技术储备 但相关业务收入占比较低", "2连板吉大正元：在AI安全和抗量子产品方面储备了相关技术，但相关业务收入占比较低" ] }, { "rank": 3, "code": "301119", "name": "正强股份", "sector": "创业板", "industry": "", "concepts": [], "gain_pct": 31.61, "latest_pct": 20.01, "reason_tags": "机器人零部件+汽车零部件", "reason": "融资余额增幅超5%，机器人零部件题材受关注", "news_titles": [ "815只股短线走稳 站上五日均线", "【数据揭秘】融资客看好个股一览", "123股融资余额增幅超5%", "创业板公司融资余额六连降 其间累计减少272.28亿元", "创业板两融余额减少30.37亿元" ] }, { "rank": 4, "code": "002889", "name": "东方嘉盛", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 30.3, "latest_pct": 9.99, "reason_tags": "半导体供应链+光刻机保税寄售维修+智慧仓储+机器人概念", "reason": "半导体供应链与光刻机保税维修题材活跃，涨停并站上年线", "news_titles": [ "东方嘉盛(002889)龙虎榜数据(10-19)", "东方嘉盛(002889)龙虎榜数据(10-16)", "30只股上午收盘涨停(附股)", "今日56只股长线走稳 站上年线", "【盘中播报】67只个股突破年线" ] }, { "rank": 5, "code": "301313", "name": "凡拓数创", "sector": "创业板", "industry": "", "concepts": [], "gain_pct": 29.57, "latest_pct": 20.0, "reason_tags": "物理AI仿真+具身数据+AI数字孪生", "reason": "AI数字孪生、物理AI仿真题材随数字媒体概念走强", "news_titles": [ "凡拓数创(301313)龙虎榜数据(10-19)", "数字媒体概念盘中走强，行业处于AI基建等三重周期叠加阶段|异动情报", "创业板公司融资余额六连降 其间累计减少272.28亿元", "59只A股筹码大换手（10月16日）", "49只A股筹码大换手（10月15日）" ] }, { "rank": 6, "code": "002164", "name": "宁波东力", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 21.91, "latest_pct": 10.04, "reason_tags": "精密减速器+控股股东增持+齿轮传动", "reason": "控股股东增持，叠加精密减速器题材受关注", "news_titles": [ "宁波东力(002164)龙虎榜数据(10-19)", "815只股短线走稳 站上五日均线", "今日514只个股突破五日均线", "41家公司重要股东开启增持模式 累计增持18.40亿元（附股）", "【数据揭秘】融资客看好个股一览" ] }, { "rank": 7, "code": "605058", "name": "澳弘电子", "sector": "沪主板", "industry": "", "concepts": [], "gain_pct": 21.49, "latest_pct": 10.0, "reason_tags": "PCB+AI服务器+HDI板", "reason": "PCB与AI服务器题材驱动，19天11板续创新高", "news_titles": [ "一个多月股价翻倍！605058，“19天11板”", "19天11板！605058续创历史新高，股民直呼“强得可怕”", "PCB大牛股，605058，18天11板！", "澳弘电子(605058)龙虎榜数据(10-13)", "澳弘电子(605058)龙虎榜数据(10-12)" ] }, { "rank": 8, "code": "002085", "name": "万丰奥威", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 18.74, "latest_pct": 9.99, "reason_tags": "低空经济+汽车轻量化+通航飞机", "reason": "低空经济题材叠加杠杆资金净买入，股价走强", "news_titles": [ "万丰奥威(002085)龙虎榜数据(10-19)", "融资客看好2股 买入占成交比例超三成", "30只股上午收盘涨停(附股)", "10月16日A股午盘：深成指半日涨幅超1% 军工板块掀涨停潮", "21股获杠杆资金净买入超5000万元" ] }, { "rank": 9, "code": "600329", "name": "达仁堂", "sector": "沪主板", "industry": "", "concepts": [], "gain_pct": 18.27, "latest_pct": 10.0, "reason_tags": "速效救心丸+中药+高股息", "reason": "洛索洛芬钠贴剂获注册证书，中药高股息题材受关注", "news_titles": [ "达仁堂(600329.SH)：洛索洛芬钠贴剂获药品注册证书", "【盘中播报】38只股长线走稳 站上年线", "30只股上午收盘涨停(附股)", "达仁堂：分公司获洛索洛芬钠贴剂药品注册证书", "达仁堂：洛索洛芬钠贴剂获药品注册证书" ] }, { "rank": 10, "code": "002724", "name": "海洋王", "sector": "深主板", "industry": "", "concepts": [], "gain_pct": 17.76, "latest_pct": 10.07, "reason_tags": "专业照明+AI照明+军工+“羊”字辈", "reason": "专业照明与AI照明题材活跃，涨停封单居前", "news_titles": [ "海洋王(002724)龙虎榜数据(10-19)", "30只股上午收盘涨停(附股)", "A股三大股指涨跌互现，银行板块全天强势", "涨停股复盘：8股封单超亿元", "海洋王控股子公司债务重组终止：已收回现金7900万元，剩余款项2027年底前付清" ] } ], "five_day_theme": [], "ten_day_theme": [] }, "市场广度": { "date": "2026-10-19", "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": [ "2026-10-13", "2026-10-14", "2026-10-15", "2026-10-16", "2026-10-19" ], "up_count": [ 2909.0, 978.0, 430.0, 3301.0, 2274.0 ], "down_count": [ 2485.0, 4496.0, 5107.0, 2127.0, 3129.0 ], "ratio": [ 1.17, 0.22, 0.08, 1.55, 0.73 ] } }, "成交额前10个股": { "date": "2026-10-19", "top_turnover": [ { "rank": 1, "code": "688825", "name": "长鑫科技", "amount": 18097555783.7, "pct": -7.774323, "turnover_rate": 9.599, "price": 41.52 }, { "rank": 2, "code": "300308", "name": "中际旭创", "amount": 12877881373.54, "pct": -1.38806, "turnover_rate": 1.756, "price": 660.7 }, { "rank": 3, "code": "300502", "name": "新易盛", "amount": 10064298585.23, "pct": 0.355153, "turnover_rate": 2.62, "price": 308.0 }, { "rank": 4, "code": "600487", "name": "亨通光电", "amount": 9831392802.37, "pct": 10.004377999999999, "turnover_rate": 8.221, "price": 50.25 }, { "rank": 5, "code": "603986", "name": "兆易创新", "amount": 8834212061.93, "pct": 0.20577600000000001, "turnover_rate": 4.709, "price": 282.44 }, { "rank": 6, "code": "300750", "name": "宁德时代", "amount": 8399331715.29, "pct": -3.602888, "turnover_rate": 0.731, "price": 267.02 }, { "rank": 7, "code": "688256", "name": "寒武纪", "amount": 8294014384.92, "pct": 1.4765030000000001, "turnover_rate": 1.425, "price": 928.51 }, { "rank": 8, "code": "603259", "name": "药明康德", "amount": 7506112928.56, "pct": 1.524602, "turnover_rate": 2.1069999999999998, "price": 146.5 }, { "rank": 9, "code": "600183", "name": "生益科技", "amount": 6652334125.94, "pct": 2.6439790000000003, "turnover_rate": 2.371, "price": 117.63 }, { "rank": 10, "code": "300394", "name": "天孚通信", "amount": 5841368272.07, "pct": -4.4642859999999995, "turnover_rate": 2.625, "price": 203.3 } ], "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。" }, "人气榜": { "date": "2026-10-19", "em_popularity": [ { "rank": 1, "code": "600487", "name": "", "price": null, "pct": null, "rank_chg": 88, "sector": "" }, { "rank": 2, "code": "688836", "name": "", "price": null, "pct": null, "rank_chg": 140, "sector": "" }, { "rank": 3, "code": "600825", "name": "", "price": null, "pct": null, "rank_chg": 0, "sector": "" }, { "rank": 4, "code": "688825", "name": "", "price": null, "pct": null, "rank_chg": 44, "sector": "" }, { "rank": 5, "code": "002085", "name": "", "price": null, "pct": null, "rank_chg": -4, "sector": "" }, { "rank": 6, "code": "601606", "name": "", "price": null, "pct": null, "rank_chg": 1, "sector": "" }, { "rank": 7, "code": "000530", "name": "", "price": null, "pct": null, "rank_chg": 1, "sector": "" }, { "rank": 8, "code": "600418", "name": "", "price": null, "pct": null, "rank_chg": 1, "sector": "" }, { "rank": 9, "code": "002242", "name": "", "price": null, "pct": null, "rank_chg": 27, "sector": "" }, { "rank": 10, "code": "002343", "name": "", "price": null, "pct": null, "rank_chg": 34, "sector": "" } ], "ths_popularity": [ { "rank": 1, "code": "600825", "name": "新华传媒", "heat": "7054739", "pct": 2.7704, "rank_chg": 0, "concepts": [ "AI语料", "文化传媒概念" ], "tag": "15天11板", "sector": "" }, { "rank": 2, "code": "688836", "name": "宇树科技", "heat": "4989387", "pct": 16.146, "rank_chg": 3, "concepts": [ "科创次新股", "注册制次新股" ], "tag": "", "sector": "" }, { "rank": 3, "code": "600487", "name": "亨通光电", "heat": "4847431", "pct": 10.0044, "rank_chg": -1, "concepts": [ "光纤概念", "共封装光学(CPO)" ], "tag": "首板涨停", "sector": "" }, { "rank": 4, "code": "688825", "name": "长鑫科技", "heat": "4635428", "pct": -7.7743, "rank_chg": 0, "concepts": [ "科创次新股", "国家大基金持股" ], "tag": "", "sector": "" }, { "rank": 5, "code": "002242", "name": "九阳股份", "heat": "4471013", "pct": 5.059, "rank_chg": -2, "concepts": [ "绿色电力", "净水概念" ], "tag": "11天6板", "sector": "" }, { "rank": 6, "code": "000530", "name": "冰山冷热", "heat": "3675603", "pct": 2.3622, "rank_chg": 0, "concepts": [ "冰雪产业", "体育产业" ], "tag": "5天4板", "sector": "" }, { "rank": 7, "code": "002085", "name": "万丰奥威", "heat": "3220981", "pct": 9.9899, "rank_chg": 0, "concepts": [ "碳中和", "风电" ], "tag": "2天2板", "sector": "" }, { "rank": 8, "code": "601606", "name": "长城军工", "heat": "3165369", "pct": 5.0125, "rank_chg": 0, "concepts": [ "兵装重组概念", "军民融合" ], "tag": "2天1板", "sector": "" }, { "rank": 9, "code": "601811", "name": "新华文轩", "heat": "2989640", "pct": -9.9858, "rank_chg": 0, "concepts": [ "知识产权保护", "文化传媒概念" ], "tag": "16天11板", "sector": "" }, { "rank": 10, "code": "600418", "name": "江淮汽车", "heat": "2830710", "pct": -1.3411, "rank_chg": 0, "concepts": [ "华为汽车", "飞行汽车(eVTOL)" ], "tag": "2天1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" }, "主力资金流向": { "date": "2026-10-19", "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, "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 -36.8。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 -36.8。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": -36.8 }, "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": "" } }