{
"date": "2026-10-26",
"schema_version": 4,
"data_markdown": "## 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** | **2252** | 41.6% | 全市场上涨个股数 |\n| **下跌家数** | **3155** | 58.4% | 全市场下跌个股数 |\n| 上涨/下跌比 | **0.71** | — | >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** | **59** | 占比 69.4% |\n| **跌停家数** | **26** | 占比 30.6% |\n| 涨跌比 | **2.27** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **1** | 连续涨停个股数 |\n| 市场高度 | **0** 板 | 最高连板天数 |\n| **炸板率** | **28.0%** | 炸板 23 家 /（涨停 59 + 炸板 23），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| 2026-10-20 | 56 | 7 | 8.00 | 1 | 4 |\n| 2026-10-21 | 50 | 5 | 10.00 | 0 | 4 |\n| 2026-10-22 | 33 | 55 | 0.60 | 0 | 5 |\n| 2026-10-23 | 84 | 7 | 12.00 | 0 | 6 |\n| 2026-10-26 | 59 | 26 | 2.27 | 1 | 0 |\n\n\n\n---\n\n## 板块涨幅排行\n\n### 板块指数涨幅排行（当日 / 近 5 日 / 近 10 日 合并）\n\n| 板块名称 | 当日涨幅 | 近 5 日涨幅 | 近 10 日涨幅 | 涨停家数 |\n| --- | ---: | ---: | ---: | ---: |\n| 乳业 | +2.13% | — | — | — |\n| 证金持股 | +1.97% | — | — | — |\n| 免税店 | +1.79% | — | — | — |\n| 芬太尼 | +1.75% | — | — | — |\n| 网络游戏 | +1.68% | — | — | — |\n| 可燃冰 | +1.65% | — | — | — |\n| 毛发医疗 | +1.50% | — | — | — |\n| 电子竞技 | +1.47% | — | — | — |\n| 手机游戏 | +1.42% | — | — | — |\n| 统一大市场 | +1.36% | — | — | — |\n| MLOps概念 | — | +8.40% | +3.86% | — |\n| 兵装重组概念 | — | — | +6.25% | — |\n| 星闪概念 | — | +5.93% | — | — |\n| 空间计算 | — | +5.78% | +3.00% | — |\n| 语音技术 | — | +5.43% | +1.07% | — |\n| 华为欧拉 | — | +5.20% | — | — |\n| 智能音箱 | — | +5.05% | — | — |\n| 中国AI 50 | — | +5.00% | — | — |\n| 华为盘古 | — | +4.77% | — | — |\n| 智谱AI | — | +4.73% | — | — |\n| 数据安全 | — | +4.69% | — | — |\n| 减速器 | — | — | +2.24% | — |\n| AI语料 | — | — | +2.02% | — |\n| 无人零售 | — | — | +1.87% | — |\n| DRG/DIP | — | — | +1.13% | — |\n| 人形机器人 | — | — | +0.95% | — |\n| 军工信息化 | — | — | +0.87% | — |\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## 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| MLCC概念 | -4.21% | — | — |\n| 国家大基金持股 | -3.90% | — | — |\n| 共封装光学(CPO) | -3.85% | — | — |\n| 玻璃基板 | -3.79% | — | — |\n| 存储芯片 | -3.62% | — | — |\n| 光刻胶 | — | — | -11.07% |\n| 转基因 | — | — | -10.66% |\n| 中芯国际概念 | — | — | -10.52% |\n| 染料 | — | -7.30% | — |\n| 赛马概念 | — | -6.34% | -11.32% |\n| 中船系 | — | -5.25% | — |\n| 金属铅 | — | -5.14% | — |\n| PET铜箔 | — | -4.68% | -10.49% |\n\n\n> - 表格为三档 TOP5 按「板块名称」去重并集：同一板块在多个周期上榜则合并一行显示三档跌幅，按当日跌幅升序（跌得最多的排最前）排列；未进入某周期 TOP5 的显示「—」。\n\n\n---\n\n## 成交额前10个股\n\n## 当日成交额前 10 个股\n\n| 排名 | 代码 | 名称 | 成交额(亿) | 涨跌幅 | 换手率 | 最新价 |\n| --- | --- | --- | --- | --- | --- | --- |\n| 1 | 300308 | 中际旭创 | 169.76 | -2.96% | 2.60% | 594.50 |\n| 2 | 300502 | 新易盛 | 147.16 | -3.57% | 4.73% | 251.69 |\n| 3 | 300750 | 宁德时代 | 146.17 | +0.17% | 1.45% | 238.00 |\n| 4 | 688825 | 长鑫科技 | 138.52 | -0.44% | 7.23% | 42.66 |\n| 5 | 688256 | 寒武纪 | 134.24 | +3.84% | 2.26% | 968.00 |\n| 6 | 603986 | 兆易创新 | 86.48 | -5.33% | 4.60% | 276.45 |\n| 7 | 601899 | 紫金矿业 | 82.49 | -4.58% | 1.47% | 27.47 |\n| 8 | 002384 | 东山精密 | 81.71 | -7.70% | 5.56% | 105.43 |\n| 9 | 688836 | 宇树科技 | 74.65 | +7.69% | 37.71% | 672.00 |\n| 10 | 603259 | 药明康德 | 72.80 | +0.88% | 2.06% | 146.00 |\n\n\n\n---\n\n## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 55 只）\n\n### 4连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 上海九百 | 600838 | 12.10 | 10.00% | 商业贸易 | 物业管理、参股券商、国企改革 | 商贸零售+商业地产+洗染服务 |\n\n### 3连板（6 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| ◉华阳智能 | 301502 | 77.76 | 20.00% | 电力设备 | 小米概念、机器人概念、家用电器 | 机器人关节模组+无框电机+微特电机 |\n| 襄阳轴承 | 000678 | 14.55 | 9.98% | 汽车 | 减速器、股权转让(并购重组)、农机 | 机器人轴承+汽车轴承 |\n| 正裕工业 | 603089 | 13.08 | 10.01% | 汽车 | 机器人概念、新能源汽车、比亚迪概念 | 机器人零部件+柔性触觉+汽车减震器 |\n| 赛福天 | 603028 | 9.39 | 9.95% | 机械设备 | 光伏建筑一体化、创投、海工装备 | 机器人腱绳+特种钢索 |\n| 多伦科技 | 603528 | 8.95 | 9.95% | 计算机 | 职业教育、数据要素、华为鲲鹏 | 人形机器人+服务机器人+智慧交通 |\n| 林州重机 | 002535 | 3.33 | 9.90% | 机械设备 | 燃料电池、军工、蚂蚁集团概念 | 机器人+煤矿机械+军工配套 |\n\n### 二连板（8 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| 杰克科技 | 603337 | 43.19 | 10.01% | 机械设备 | 人形机器人、机器视觉、工业互联网 | 人形机器人+数字成套+工业缝纫机 |\n| 锋龙股份 | 002931 | 42.37 | 9.99% | 机械设备 | 机器人概念、新能源汽车、长安汽车概念 | 机器人概念+优必选入主+机电组件+电控产品 |\n| 福莱新材 | 605488 | 41.97 | 10.01% | 塑料 | 人形机器人、传感器、苹果概念 | 数据采集手套+机器人触觉+广告喷墨 |\n| 模塑科技 | 000700 | 13.07 | 10.02% | 汽车 | 人形机器人、特斯拉概念、比亚迪概念 | 人形机器人+汽车外饰件+毛利率提升 |\n| 万向钱潮 | 000559 | 12.71 | 10.04% | 汽车 | 人形机器人、机器人概念、小米汽车 | 人形机器人+汽车零部件 |\n| 创维数字 | 000810 | 11.02 | 9.98% | 家用电器 | 空间计算、星闪概念、元宇宙 | 具身智能数据采集+智能终端+谷歌合作 |\n| 永创智能 | 603901 | 10.63 | 10.04% | 机械设备 | 减速器、机器人概念、新型工业化 | 人形机器人+智能包装+半年报增长 |\n| 大名城 | 600094 | 4.83 | 10.02% | 房地产 | 参股保险、物业管理、旅游概念 | 房地产开发+低空经济+算力运营+6G通信 |\n\n### 首板（40 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| 上纬新材 | 688585 | 151.57 | 20.00% | 塑料 | 人形机器人、机器人概念、燃料电池 | 具身智能+机器人下线+风电树脂 |\n| ⚡科瑞思 | 301314 | 56.14 | 20.01% | 通信 | 汽车电子、新型工业化、5G | 光通信重组+磁性元器件 |\n| 三羊马 | 001317 | 53.68 | 10.00% | 交通运输 | 拼多多概念、跨境电商、统一大市场 | “羊”字辈+汽车物流+多式联运 |\n| 达瑞电子 | 300976 | 53.40 | 20.00% | 电子 | 共封装光学(CPO)、苹果概念、柔性屏(折叠屏) | 回购+折叠屏+光模块散热 |\n| 上海洗霸 | 603200 | 50.41 | 9.99% | 公用事业 | 钠离子电池、固态电池、锂电池概念 | 固态电池+水处理+数据中心液冷 |\n| 泛亚微透 | 688386 | 46.56 | 20.00% | 塑料 | 消费电子概念、智能穿戴、钙钛矿电池 | 机器人+电子皮肤+微透膜 |\n| 奥雅股份 | 300949 | 35.58 | 20.00% | 建筑装饰 | 新型城镇化、体育产业、冰雪产业 | 奥创引擎+IP+综合文旅+景观设计 |\n| 胜通能源 | 001331 | 35.02 | 9.99% | 公用事业 | 天然气、股权转让(并购重组)、公用事业 | 机器人产业链+LNG运贸 |\n| 中邮科技 | 688648 | 34.66 | 20.01% | 机械设备 | 拼多多概念、抖音概念(字节概念)、阿里巴巴概念 | 机器人+智能物流+无人车 |\n| 朗特智能 | 300916 | 34.27 | 19.99% | 电子 | 新型烟草(电子烟)、汽车电子、医疗器械概念 | 光通信收购+智能控制器+机器人 |\n| 春光科技 | 603657 | 33.88 | 10.00% | 家用电器 | 专精特新、小米概念、机器人概念 | 家庭机器人+清洁电器+品牌客户 |\n| 和泰机电 | 001225 | 31.08 | 10.02% | 机械设备 | 水泥概念、一带一路、机械设备 | 物料输送设备+海外拓展+输送链 |\n| 大千生态 | 603955 | 27.05 | 10.00% | 建筑装饰 | 新型城镇化、特色小镇、碳中和 | 羽毛球机器人+宠物服务 |\n| 金溢科技 | 002869 | 20.04 | 9.99% | 计算机 | ETC、数字孪生、智慧城市 | 车路协同+智慧交通+机器人应用 |\n| 北矿科技 | 600980 | 18.95 | 9.98% | 机械设备 | 小金属概念、稀土永磁、金属钴 | 矿冶机器人+三季报增长 |\n| 沪光股份 | 605333 | 18.10 | 10.03% | 汽车 | 华为汽车、特斯拉概念、新能源汽车 | 机器人线束+理想汽车+汽车线束 |\n| 晶华新材 | 603683 | 17.16 | 10.00% | 基础化工 | AI PC、AI手机、传感器 | 人形机器人+柔性传感+胶粘材料+股份回购 |\n| 海量数据 | 603138 | 17.00 | 10.03% | 计算机 | 数据安全、华为鲲鹏、信创 | 数据库+智能体应用+定增注册 |\n| 生 意 宝 | 002095 | 16.48 | 10.01% | 数字媒体 | 跨境电商、互联网金融、虚拟数字人 | 大宗电商+商品数据+AI应用 |\n| 塞力医疗 | 603716 | 16.06 | 10.00% | 医药生物 | DRG/DIP、细胞免疫治疗、养老概念 | 高血压疫苗+AI诊断+医疗SPD |\n| 光洋股份 | 002708 | 15.65 | 9.98% | 汽车 | 减速器、人形机器人、汽车电子 | 人形机器人+PCB+汽车零部件 |\n| 电魂网络 | 603258 | 15.30 | 9.99% | 传媒 | 手机游戏、短剧游戏、网络游戏 | AI游戏+游戏研运+IP衍生 |\n| 南方传媒 | 601900 | 14.28 | 10.02% | 传媒 | 文化传媒概念、高股息精选、IP经济(谷子经济) | 三季报增长+出版发行+AI教育+AI影视 |\n| 青岛食品 | 001219 | 13.62 | 10.02% | 食品饮料 | 中韩自贸区、乳业、三胎概念 | 饼干食品+三季报增长+渠道拓展 |\n| 皇台酒业 | 000995 | 13.37 | 10.04% | 食品饮料 | 白酒概念、农业种植、乡村振兴 | 白酒+老窖池+葡萄酒 |\n| 百达精工 | 603331 | 12.91 | 9.97% | 机械设备 | 共同富裕示范区、家用电器、光伏概念 | 人形机器人+银河通用+汽车零部件 |\n| 阳光乳业 | 001318 | 12.10 | 10.00% | 食品饮料 | 乳业、三胎概念、冷链物流 | 乳制品+南昌产业链+冷链配送 |\n| 百洋股份 | 002696 | 11.28 | 10.05% | 饲料 | 预制菜、乡村振兴、垃圾分类 | 水产加工+鱼粉鱼油+“羊”字辈 |\n| 英特集团 | 000411 | 10.52 | 10.04% | 医药生物 | 医药电商、冷链物流、国企改革 | 三季报单季增长+医药流通+医药物流 |\n| 桂发祥 | 002820 | 10.19 | 10.04% | 食品饮料 | 预制菜、天津自贸区、京津冀一体化 | 休闲食品+非遗麻花+休闲新品 |\n| 良品铺子 | 603719 | 9.39 | 9.95% | 食品饮料 | 乳业、网红经济、三胎概念 | 休闲食品+一品一链+业绩扭亏 |\n| 上海物贸 | 600822 | 9.37 | 9.98% | 汽车 | 统一大市场、上海国企改革、国企改革 | 数据要素+汽车贸易+黑色金属供应链 |\n| 兰生股份 | 600826 | 8.22 | 10.04% | 专业服务 | 上海国企改革、体育产业、宠物经济 | 机器人展区+AI科技+会展服务 |\n| 英 力 特 | 000635 | 8.02 | 10.01% | 基础化工 | 碳交易、国企改革、央企国企改革 | 控制权变更+氯碱化工+热电协同 |\n| 国脉科技 | 002093 | 7.21 | 10.08% | 传媒 | 数据确权、职业教育、养老概念 | AI应用+通信服务+养老AI+身联网 |\n| 永和智控 | 002795 | 6.90 | 10.05% | 机械设备 | 医疗器械概念、TOPCON电池、民营医院 | 水暖阀门+肿瘤放疗+资产出售 |\n| 大西洋 | 600558 | 5.56 | 10.10% | 机械设备 | 超超临界发电、国企改革、水利 | 高端焊材+核聚变焊材+航空航天+“羊”字辈 |\n| 延华智能 | 002178 | 5.34 | 10.10% | 计算机 | 家庭医生、智慧政务、数据要素 | AI医疗+智慧城市+医院智能化 |\n| 闽发铝业 | 002578 | 3.60 | 10.09% | 有色金属 | 国企改革、海峡两岸、光伏概念 | 机器人布局+液冷铝材+工业铝型材 |\n| 东方海洋 | 002086 | 2.30 | 10.05% | 农林牧渔 | 预制菜、幽门螺杆菌概念、食品安全 | 质谱诊断+体外诊断+海参养殖+“羊”字辈 |\n\n## 板块归属（当日）同花顺概念涨停≥3家\n\n| 同花顺概念 | 涨停家数 | 代表个股 |\n| --- | --- | --- |\n| 机器人概念 | 23 | 华阳智能、赛福天、正裕工业、多伦科技、杰克科技、兰生股份、福莱新材、光洋股份 |\n| 新能源汽车 | 16 | 科瑞思、正裕工业、多伦科技、光洋股份、襄阳轴承、万向钱潮、闽发铝业、朗特智能 |\n| 国企改革 | 16 | 上海九百、赛福天、兰生股份、南方传媒、青岛食品、光洋股份、襄阳轴承、大西洋 |\n| 人形机器人 | 14 | 赛福天、多伦科技、杰克科技、兰生股份、福莱新材、光洋股份、万向钱潮、百达精工 |\n| 人工智能 | 13 | 多伦科技、杰克科技、兰生股份、南方传媒、创维数字、延华智能、塞力医疗、中邮科技 |\n| 机械设备 | 11 | 赛福天、杰克科技、林州重机、大西洋、百达精工、北矿科技、中邮科技、永和智控 |\n| 华为概念 | 10 | 福莱新材、创维数字、延华智能、塞力医疗、中邮科技、海量数据、上海洗霸、达瑞电子 |\n| 专精特新 | 9 | 科瑞思、赛福天、正裕工业、多伦科技、福莱新材、春光科技、中邮科技、泛亚微透 |\n| 数据要素 | 9 | 多伦科技、创维数字、延华智能、海量数据、上海物贸、生 意 宝、国脉科技、金溢科技 |\n| 低空经济 | 9 | 多伦科技、光洋股份、万向钱潮、上海洗霸、大名城、泛亚微透、金溢科技、奥雅股份 |\n\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 机器人概念 | 45 |\n| 人工智能 | 30 |\n| 人形机器人 | 27 |\n| 新能源汽车 | 26 |\n| AI应用 | 22 |\n| 华为概念 | 20 |\n| 比亚迪概念 | 20 |\n| 机械设备 | 19 |\n| 数字经济 | 19 |\n| 小米概念 | 18 |\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 | 宇树科技 | +7.69% | — |\n| 2 | 大业股份 | +8.08% | — |\n| 3 | 天娱数科 | +1.49% | — |\n| 4 | 德明利 | -3.38% | — |\n| 5 | 海洋王 | -3.49% | — |\n| 6 | 新华传媒 | +2.17% | — |\n| 7 | 中际旭创 | -2.96% | — |\n| 8 | 凡拓数创 | +10.43% | — |\n| 9 | 襄阳轴承 | +9.98% | — |\n| 10 | 宁德时代 | +0.17% | — |\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 | 301502 | 华阳智能 | 创业板 | 创业板 | 71.20% | +20.00% | 机器人概念全线爆发，公司无框电机、关节模组题材受资金关注 |\n| 2 | 300949 | 奥雅股份 | 创业板 | 创业板 | 57.85% | +20.00% | 题材含奥创引擎与IP文旅，新闻仅提突破年线，催化不明确 |\n| 3 | 600838 | 上海九百 | 沪主板 | 沪主板 | 46.49% | +10.00% | 连续一字涨停四连板，市场热议跨年妖股，商贸零售题材受炒作 |\n| 4 | 603089 | 正裕工业 | 沪主板 | 沪主板 | 38.56% | +10.01% | 机器人零部件与柔性触觉题材，封涨停异动受关注 |\n| 5 | 002535 | 林州重机 | 深主板 | 深主板 | 37.04% | +9.90% | 题材含机器人与煤矿机械，但新闻为被罚及涉嫌虚增营收，催化不明 |\n| 6 | 605488 | 福莱新材 | 沪主板 | 沪主板 | 35.43% | +10.01% | 机器人触觉、数据采集手套题材活跃，6天4板受资金追捧 |\n| 7 | 603028 | 赛福天 | 沪主板 | 沪主板 | 34.14% | +9.95% | 人形机器人腱绳题材走势活跃，录得三连板 |\n| 8 | 603528 | 多伦科技 | 沪主板 | 沪主板 | 32.40% | +9.95% | 人形机器人题材活跃，午后快速涨停 |\n| 9 | 688585 | 上纬新材 | 科创板 | 科创板 | 31.38% | +20.00% | 具身智能与机器人下线题材催化，午后20CM涨停 |\n| 10 | 000678 | 襄阳轴承 | 深主板 | 深主板 | 29.79% | +9.98% | 机器人轴承题材叠加资金涌入，4连板主力净买入超6亿元 |\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 | 301502 | 华阳智能 | 创业板 | 创业板 | 67.01% | +20.00% | 机器人概念全线爆发，关节模组、无框电机题材获资金关注 |\n| 2 | 605488 | 福莱新材 | 沪主板 | 沪主板 | 54.24% | +10.01% | 人形机器人概念活跃，触觉数据采集手套题材助推6天4板 |\n| 3 | 300949 | 奥雅股份 | 创业板 | 创业板 | 43.24% | +20.00% | 仅见突破年线报道，题材与新闻未见明确催化逻辑 |\n| 4 | 600838 | 上海九百 | 沪主板 | 沪主板 | 39.88% | +10.00% | 连续一字涨停四连板，被市场视为跨年妖股遭炒作 |\n| 5 | 603089 | 正裕工业 | 沪主板 | 沪主板 | 39.59% | +10.01% | 机器人零部件、柔性触觉题材，叠加直线拉升封涨停 |\n| 6 | 002535 | 林州重机 | 深主板 | 深主板 | 35.37% | +9.90% | 相关新闻为被罚及涉嫌虚增营收，暂未获取到有效催化信息 |\n| 7 | 300916 | 朗特智能 | 创业板 | 创业板 | 34.13% | +19.99% | 拟逾6.6亿元收购光通信资产，光通信题材带动20CM涨停 |\n| 8 | 603028 | 赛福天 | 沪主板 | 沪主板 | 33.57% | +9.95% | 人形机器人概念活跃，腱绳、特种钢索题材录得三连板 |\n| 9 | 688585 | 上纬新材 | 科创板 | 科创板 | 33.53% | +20.00% | 具身智能、机器人下线题材发酵，午后20CM涨停 |\n| 10 | 000678 | 襄阳轴承 | 深主板 | 深主板 | 31.44% | +9.98% | 机器人轴承题材叠加主力净买入超6亿元，录得4连板 |\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## 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": {
"市场广度": {
"date": "2026-10-26",
"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": [
"2026-10-20",
"2026-10-21",
"2026-10-22",
"2026-10-23",
"2026-10-26"
],
"up_count": [
3778.0,
1981.0,
535.0,
4524.0,
2252.0
],
"down_count": [
1667.0,
3364.0,
4998.0,
909.0,
3155.0
],
"ratio": [
2.27,
0.59,
0.11,
4.98,
0.71
]
}
},
"涨跌停情绪": {
"date": "2026-10-26",
"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": [
"2026-10-20",
"2026-10-21",
"2026-10-22",
"2026-10-23",
"2026-10-26"
],
"limit_up": [
56.0,
50.0,
33.0,
84.0,
59.0
],
"limit_down": [
7.0,
5.0,
55.0,
7.0,
26.0
],
"ratio": [
8.0,
10.0,
0.6,
12.0,
2.27
],
"lianban_count": [
1.0,
0.0,
0.0,
0.0,
1.0
],
"market_height": [
4.0,
4.0,
5.0,
6.0,
0.0
],
"bomb_count": 23,
"bomb_rate": 28.0
}
},
"板块涨幅排行": {
"date": "2026-10-26",
"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": "乳业",
"pct": 2.13
},
{
"rank": 2,
"name": "证金持股",
"pct": 1.97
},
{
"rank": 3,
"name": "免税店",
"pct": 1.79
},
{
"rank": 4,
"name": "芬太尼",
"pct": 1.75
},
{
"rank": 5,
"name": "网络游戏",
"pct": 1.68
},
{
"rank": 6,
"name": "可燃冰",
"pct": 1.65
},
{
"rank": 7,
"name": "毛发医疗",
"pct": 1.5
},
{
"rank": 8,
"name": "电子竞技",
"pct": 1.47
},
{
"rank": 9,
"name": "手机游戏",
"pct": 1.42
},
{
"rank": 10,
"name": "统一大市场",
"pct": 1.36
}
],
"five_day": [
{
"rank": 1,
"name": "MLOps概念",
"pct": 8.4
},
{
"rank": 2,
"name": "星闪概念",
"pct": 5.93
},
{
"rank": 3,
"name": "空间计算",
"pct": 5.78
},
{
"rank": 4,
"name": "语音技术",
"pct": 5.43
},
{
"rank": 5,
"name": "华为欧拉",
"pct": 5.2
},
{
"rank": 6,
"name": "智能音箱",
"pct": 5.05
},
{
"rank": 7,
"name": "中国AI 50",
"pct": 5.0
},
{
"rank": 8,
"name": "华为盘古",
"pct": 4.77
},
{
"rank": 9,
"name": "智谱AI",
"pct": 4.73
},
{
"rank": 10,
"name": "数据安全",
"pct": 4.69
}
],
"ten_day": [
{
"rank": 1,
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{
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{
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{
"rank": 5,
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{
"rank": 6,
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{
"rank": 7,
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},
{
"rank": 8,
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{
"rank": 9,
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{
"rank": 10,
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},
"charts": {
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"创业板指",
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],
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]
},
"index_amount": {
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"10-23",
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}
},
"auction": {
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"10-22",
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},
"source": "指数行情：东财 push2his（本地优先，含成交额）/ 百度股市通（云端主源，仅深市指数 399xxx 含成交额；沪市指数因百度撞码返回个股数据故不可用）/ 腾讯行情接口（web.ifzq.gtimg.cn 直连降级，仅 OHLCV 无成交额）；涨跌幅为收盘价环比，成交额单位为亿元，「中证2000（小微盘）」为小市值股票代表宽基，用于观察微盘股情绪。核心成长指数集合竞价量能：同花顺问财（对应指数全部成分股集合竞价匹配金额加总代理，支持历史日复盘）。",
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]
},
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"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）。",
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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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},
{
"rank": 5,
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}
],
"ten_day": [
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},
{
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"name": "光刻胶",
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},
{
"rank": 3,
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},
{
"rank": 4,
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},
{
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]
},
"成交额前10个股": {
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"top_turnover": [
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{
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},
{
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"price": 238.0
},
{
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{
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},
{
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},
{
"rank": 7,
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"pct": -4.584925,
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},
{
"rank": 8,
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"pct": -7.6956750000000005,
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},
{
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},
{
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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。"
},
"涨停板复盘": {
"date": "2026-10-26",
"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。",
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"zt_stat": "1天1板",
"reason": "光通信重组+磁性元器件",
"high_days": "首板",
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},
{
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{
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{
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"count": 4,
"reps": [
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},
{
"theme": "IP经济(谷子经济)",
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"良品铺子",
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"奥雅股份"
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},
{
"theme": "三胎概念",
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},
{
"theme": "智能穿戴",
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"reps": [
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"达瑞电子",
"泛亚微透"
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},
{
"theme": "宁德时代概念",
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"达瑞电子",
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},
{
"theme": "虚拟现实",
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"电魂网络",
"达瑞电子",
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},
{
"theme": "统一大市场",
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"上海物贸",
"生 意 宝",
"三羊马"
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},
{
"theme": "乡村振兴",
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"奥雅股份"
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},
{
"theme": "海工装备",
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"reps": [
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"大西洋",
"上海洗霸"
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},
{
"theme": "职业教育",
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"国脉科技",
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},
{
"theme": "在线教育",
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"南方传媒",
"创维数字"
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},
{
"theme": "数据安全",
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"塞力医疗",
"海量数据"
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},
{
"theme": "软件开发",
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"延华智能",
"海量数据"
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},
{
"theme": "乳业",
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"良品铺子",
"阳光乳业"
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},
{
"theme": "食品加工制造",
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"reps": [
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"良品铺子",
"桂发祥"
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},
{
"theme": "智能座舱",
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"reps": [
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"创维数字",
"金溢科技"
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},
{
"theme": "有色资源",
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"北矿科技"
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},
{
"theme": "安防",
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"reps": [
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"延华智能"
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},
{
"theme": "能源及重型设备",
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"和泰机电"
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},
{
"theme": "小米汽车",
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"泛亚微透"
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},
{
"theme": "2026中报预增",
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"永创智能"
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},
{
"theme": "腾讯概念",
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},
{
"theme": "柔性屏(折叠屏)",
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},
{
"theme": "预制菜",
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},
{
"theme": "智能物流",
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"三羊马"
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},
{
"theme": "跨境电商",
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"三羊马"
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},
{
"theme": "新型工业化",
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"永创智能"
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},
{
"theme": "物业管理",
"count": 2,
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"大名城"
]
},
{
"theme": "参股券商",
"count": 2,
"reps": [
"上海九百",
"兰生股份"
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},
{
"theme": "细胞免疫治疗",
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"reps": [
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"塞力医疗"
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},
{
"theme": "华为鲲鹏",
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},
{
"theme": "垂直应用软件",
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"延华智能"
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},
{
"theme": "低空基建",
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},
{
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"万向钱潮"
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},
{
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},
{
"theme": "宠物经济",
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},
{
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},
{
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"达瑞电子"
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},
{
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},
{
"theme": "可控核聚变",
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"泛亚微透"
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},
{
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},
{
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},
{
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},
{
"theme": "优必选科技",
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},
{
"theme": "共同富裕示范区",
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},
{
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},
{
"theme": "百度概念",
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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"英 力 特"
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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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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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"count": 1,
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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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"创维数字"
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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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"count": 1,
"reps": [
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},
{
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"count": 1,
"reps": [
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},
{
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"reps": [
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]
},
{
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},
{
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"reps": [
"延华智能"
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},
{
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"reps": [
"延华智能"
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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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"reps": [
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]
},
{
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"reps": [
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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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},
{
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},
{
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"reps": [
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},
{
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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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},
{
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},
{
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"reps": [
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},
{
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},
{
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},
{
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"reps": [
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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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"reps": [
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},
{
"theme": "中俄贸易概念",
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"reps": [
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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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"reps": [
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]
},
{
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"count": 1,
"reps": [
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]
},
{
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"reps": [
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},
{
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},
{
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"reps": [
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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": "负极材料",
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"reps": [
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]
},
{
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"count": 1,
"reps": [
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]
},
{
"theme": "氯碱",
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"reps": [
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]
},
{
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"reps": [
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]
},
{
"theme": "低空物流",
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"reps": [
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]
},
{
"theme": "碳纤维",
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"reps": [
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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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},
{
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},
{
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"reps": [
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"reason_tags": "机器人零部件+柔性触觉+汽车减震器",
"reason": "机器人零部件、柔性触觉题材，叠加直线拉升封涨停",
"news_titles": [
"直线拉升！603089、603528，封涨停！",
"正裕工业(603089)龙虎榜数据(10-22)",
"10月26日午评：创业板指半日收跌1.65% 消费板块逆市表现活跃",
"10月26日A股收评：沪指缩量震荡收涨 中国石油股价创2008年5月以来新高",
"2连板正裕工业：柔性触觉产品尚处于提供样品阶段 未形成批量生产"
]
},
{
"rank": 6,
"code": "002535",
"name": "林州重机",
"sector": "深主板",
"industry": "",
"concepts": [],
"gain_pct": 35.37,
"latest_pct": 9.9,
"reason_tags": "机器人+煤矿机械+军工配套",
"reason": "相关新闻为被罚及涉嫌虚增营收，暂未获取到有效催化信息",
"news_titles": [
"林州重机(002535)龙虎榜数据(10-26)",
"林州重机(002535)龙虎榜数据(10-23)",
"002535及时任高管，被罚超千万元",
"002535，合计拟被罚1040万元，2025半年报涉嫌虚增营收3.23亿元",
"今日65只个股突破年线"
]
},
{
"rank": 7,
"code": "300916",
"name": "朗特智能",
"sector": "创业板",
"industry": "",
"concepts": [],
"gain_pct": 34.13,
"latest_pct": 19.99,
"reason_tags": "光通信收购+智能控制器+机器人",
"reason": "拟逾6.6亿元收购光通信资产，光通信题材带动20CM涨停",
"news_titles": [
"朗特智能(300916)龙虎榜数据(10-26)",
"“追光者”+1！300916，“20CM”涨停",
"追“光”！300916 筹划重要收购",
"跨界大动作！300916，拟逾6.6亿元收购光通信资产",
"300916，拟收购光通信资产！重磅规划出炉，6G商用将适时启动，活跃概念股名单揭晓"
]
},
{
"rank": 8,
"code": "603028",
"name": "赛福天",
"sector": "沪主板",
"industry": "",
"concepts": [],
"gain_pct": 33.57,
"latest_pct": 9.95,
"reason_tags": "机器人腱绳+特种钢索",
"reason": "人形机器人概念活跃，腱绳、特种钢索题材录得三连板",
"news_titles": [
"赛福天(603028)龙虎榜数据(10-23)",
"赛福天(603028)龙虎榜数据(10-22)",
"人形机器人概念走势活跃 赛福天、睿能科技录得三连板",
"10月26日午评：创业板指半日收跌1.65% 消费板块逆市表现活跃",
"10月26日A股收评：沪指缩量震荡收涨 中国石油股价创2008年5月以来新高"
]
},
{
"rank": 9,
"code": "688585",
"name": "上纬新材",
"sector": "科创板",
"industry": "",
"concepts": [],
"gain_pct": 33.53,
"latest_pct": 20.0,
"reason_tags": "具身智能+机器人下线+风电树脂",
"reason": "具身智能、机器人下线题材发酵，午后20CM涨停",
"news_titles": [
"688585，封住涨停",
"688585，20CM涨停！股民：终于等到你",
"上纬新材(688585)龙虎榜数据(10-26)",
"机器人大牛股！688585，午后20%涨停",
"人形机器人，暴涨！688585，20cm涨停！"
]
},
{
"rank": 10,
"code": "000678",
"name": "襄阳轴承",
"sector": "深主板",
"industry": "",
"concepts": [],
"gain_pct": 31.44,
"latest_pct": 9.98,
"reason_tags": "机器人轴承+汽车轴承",
"reason": "机器人轴承题材叠加主力净买入超6亿元，录得4连板",
"news_titles": [
"襄阳轴承(000678)龙虎榜数据(10-26)",
"襄阳轴承(000678)龙虎榜数据(10-23)",
"襄阳轴承(000678)龙虎榜数据(10-22)",
"襄阳轴承(000678)龙虎榜数据(10-12)",
"资金疯狂涌入！000678，4连板，主力净买入超6亿元"
]
}
],
"five_day_theme": [],
"ten_day_theme": []
},
"主力资金流向": {
"date": "2026-10-26",
"source": "**数据源**：东方财富 push2delay（概念板块/个股/上证指数主力净流入，f62=主力净流入额）。
**口径**：主力净流入 = 超大单 + 大单净买入额（元），未含北向（北向自 2024-08 起停止实时披露）。"
}
},
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"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 -0.0。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 -0.0。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。"
},
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},
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"recap": [
"market",
"lianban",
"tech",
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"opening": [
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"mainline": [
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},
"data_health": {
"skipped_modules": [],
"failed_modules": [],
"degraded_modules": [
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"quota_exhausted": false,
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}
}