单日市场广度明显承压
下跌3635家,上涨占比仅31.98%;中位数涨幅-1.15%。
完整日度状态与当时的证据边界。
数据日期:
2026-07-30
全A收盘为1768家上涨、3635家下跌,上涨占比31.98%;成交2.3584万亿元,环比+2.02%。单日广度显著转弱,但42.5%样本仍站在MA20上方,同时有56家封板、83家跌停,更接近结构分歧,而不是所有趋势同步失效。
广度承压 · 量能扩张 · MA20上方42% · 56家封板 · 温度34.8
15方向中酿酒当日+0.87%居前;79家触板、封板率70.9%,最高8板。
电子当日等权-5.94%,电子化学品方向-7.35%;成交额环比+2.02%,资金流分类代理-789.9亿元。
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上涨覆盖×35 + MA20上方比例×20 + 涨停/(涨停+跌停)×15 + clip((成交额环比+0.10)/0.20,0,1)×15 + 上涨指数数/6×158.00 板
min(最高连板 / 7, 1) × 1556.00 家
min(涨停家数 / 100, 1) × 120.71 比例
min(封板率 / 0.85, 1) × 120.13 比例
min(晋级率 / 0.30, 1) × 12-0.00 收益率
clip((溢价 + 0.02) / 0.05, 0, 1) × 12{"limitDown":83,"largeLoss":605} 家
(1 − min(跌停 / 10, 1)) × 4.5 + (1 − min(跌逾7% / 30, 1)) × 4.50.32 比例
min(advanceShare / 0.60, 1) × 9{"limitUp":56,"limitDown":83} 家
min(涨停 / 80, 1) × 4.5 + (1 − min(跌停 / 8, 1)) × 4.50.90 倍
clip((倍数 − 0.70) / 0.50, 0, 1) × 10透明的收盘状态合成,不是概率、仓位或交易信号。
| 上证指数 | 3,804.69 | -0.62% | 1.1065 万亿 |
| 科创50 | 1,588.41 | -5.38% | 1,518.3 亿 |
| 深证成指 | 13,285.80 | -2.73% | 7,788.9 亿 |
| 创业板指 | 3,244.62 | -3.97% | 3,324.7 亿 |
| 中证1000 | 6,900.66 | -2.74% | 4,362.3 亿 |
| 国证2000 | 8,866.24 | -3.04% | 5,593.7 亿 |
| 高位加速 | 211 | 3.82% | +6.47% | +4.85% |
| 趋势延续 | 643 | 11.63% | +1.47% | +1.38% |
| 低位修复 | 326 | 5.90% | +1.77% | +0.63% |
| 中间状态 | 4348 | 78.65% | -2.97% | -2.06% |
下跌3635家,上涨占比仅31.98%;中位数涨幅-1.15%。
通信、电子分别为-4.65%、-5.94%。
成交额环比+2.02%,79家触板中23家未封住。
若上涨占比修复且MA20上方比例保持高位,分歧仍偏结构性;两者同步下滑则风险升级。
相对收益、上涨覆盖和成交占比至少两项继续改善。
相对收益不再恶化,且上涨覆盖回升。
封板率不低于今日70.9%,多板梯队未明显塌缩。
收盘 3,804.69 · MA5 3,823.78 · MA10 3,828.75 · MA20 3,904.26
收盘高于前20日区间高点,且全A上涨覆盖不低于50%,且全市场成交额不低于近20日中位数。
当前条件:尚未满足
支撑:MA20 3,904.26 · 近10日最低 3,741.11 · 近20日最低 3,741.11;压力:近10日最高 3,884.44 · 近20日最高 4,074.83
| 2026-01-29 | 4,155.92 | 4,170.21 | 4,138.30 | 4,157.98 | +0.16% |
| 2026-01-30 | 4,131.99 | 4,152.85 | 4,064.78 | 4,117.95 | -0.96% |
| 2026-02-02 | 4,079.71 | 4,103.41 | 4,013.66 | 4,015.75 | -2.48% |
| 2026-02-03 | 4,043.91 | 4,069.42 | 4,002.78 | 4,067.74 | +1.29% |
| 2026-02-04 | 4,064.68 | 4,104.62 | 4,062.68 | 4,102.20 | +0.85% |
| 2026-02-05 | 4,075.03 | 4,088.90 | 4,048.94 | 4,075.92 | -0.64% |
| 2026-02-06 | 4,040.30 | 4,095.03 | 4,029.97 | 4,065.58 | -0.25% |
| 2026-02-09 | 4,103.54 | 4,123.16 | 4,093.06 | 4,123.09 | +1.41% |
| 2026-02-10 | 4,127.77 | 4,134.34 | 4,117.56 | 4,128.37 | +0.13% |
| 2026-02-11 | 4,124.43 | 4,142.56 | 4,122.43 | 4,131.99 | +0.09% |
| 2026-02-12 | 4,136.99 | 4,140.59 | 4,124.13 | 4,134.02 | +0.05% |
| 2026-02-13 | 4,115.92 | 4,123.84 | 4,079.77 | 4,082.07 | -1.26% |
| 2026-02-24 | 4,129.13 | 4,131.55 | 4,105.94 | 4,117.41 | +0.87% |
| 2026-02-25 | 4,123.78 | 4,167.84 | 4,122.70 | 4,147.23 | +0.72% |
| 2026-02-26 | 4,151.07 | 4,152.19 | 4,127.15 | 4,146.63 | -0.01% |
| 2026-02-27 | 4,128.90 | 4,166.23 | 4,128.36 | 4,162.88 | +0.39% |
| 2026-03-02 | 4,151.80 | 4,188.77 | 4,131.37 | 4,182.59 | +0.47% |
| 2026-03-03 | 4,189.41 | 4,197.23 | 4,116.01 | 4,122.68 | -1.43% |
| 2026-03-04 | 4,087.63 | 4,106.04 | 4,055.41 | 4,082.47 | -0.98% |
| 2026-03-05 | 4,109.78 | 4,125.62 | 4,090.62 | 4,108.57 | +0.64% |
| 2026-03-06 | 4,085.90 | 4,129.46 | 4,085.90 | 4,124.19 | +0.38% |
| 2026-03-09 | 4,098.70 | 4,106.53 | 4,052.55 | 4,096.60 | -0.67% |
| 2026-03-10 | 4,098.59 | 4,123.96 | 4,098.59 | 4,123.14 | +0.65% |
| 2026-03-11 | 4,123.67 | 4,135.84 | 4,112.80 | 4,133.43 | +0.25% |
| 2026-03-12 | 4,133.20 | 4,141.65 | 4,103.16 | 4,129.10 | -0.10% |
| 2026-03-13 | 4,117.57 | 4,134.08 | 4,086.85 | 4,095.45 | -0.82% |
| 2026-03-16 | 4,092.25 | 4,096.13 | 4,048.09 | 4,084.79 | -0.26% |
| 2026-03-17 | 4,086.30 | 4,108.40 | 4,049.58 | 4,049.91 | -0.85% |
| 2026-03-18 | 4,053.31 | 4,065.37 | 4,023.03 | 4,062.98 | +0.32% |
| 2026-03-19 | 4,028.54 | 4,042.02 | 3,994.17 | 4,006.55 | -1.39% |
| 2026-03-20 | 4,004.57 | 4,022.70 | 3,955.71 | 3,957.05 | -1.24% |
| 2026-03-23 | 3,904.95 | 3,906.62 | 3,794.68 | 3,813.28 | -3.63% |
| 2026-03-24 | 3,849.63 | 3,881.42 | 3,807.99 | 3,881.28 | +1.78% |
| 2026-03-25 | 3,892.27 | 3,933.06 | 3,891.82 | 3,931.84 | +1.30% |
| 2026-03-26 | 3,924.96 | 3,937.10 | 3,880.57 | 3,889.08 | -1.09% |
| 2026-03-27 | 3,852.09 | 3,924.11 | 3,852.09 | 3,913.72 | +0.63% |
| 2026-03-30 | 3,884.28 | 3,924.29 | 3,872.78 | 3,923.29 | +0.24% |
| 2026-03-31 | 3,924.07 | 3,948.81 | 3,891.86 | 3,891.86 | -0.80% |
| 2026-04-01 | 3,939.57 | 3,955.94 | 3,929.92 | 3,948.55 | +1.46% |
| 2026-04-02 | 3,940.80 | 3,952.58 | 3,900.12 | 3,919.29 | -0.74% |
| 2026-04-03 | 3,927.59 | 3,929.53 | 3,871.30 | 3,880.10 | -1.00% |
| 2026-04-07 | 3,884.15 | 3,902.61 | 3,875.68 | 3,890.16 | +0.26% |
| 2026-04-08 | 3,930.25 | 3,995.00 | 3,926.25 | 3,995.00 | +2.69% |
| 2026-04-09 | 3,967.63 | 3,979.13 | 3,955.25 | 3,966.17 | -0.72% |
| 2026-04-10 | 3,985.46 | 4,011.02 | 3,979.81 | 3,986.22 | +0.51% |
| 2026-04-13 | 3,971.20 | 3,991.26 | 3,966.20 | 3,988.56 | +0.06% |
| 2026-04-14 | 4,006.73 | 4,026.63 | 3,992.41 | 4,026.63 | +0.95% |
| 2026-04-15 | 4,039.47 | 4,050.62 | 4,020.90 | 4,027.21 | +0.01% |
| 2026-04-16 | 4,030.14 | 4,057.83 | 4,028.91 | 4,055.55 | +0.70% |
| 2026-04-17 | 4,043.38 | 4,058.60 | 4,038.43 | 4,051.43 | -0.10% |
| 2026-04-20 | 4,053.37 | 4,083.19 | 4,051.69 | 4,082.13 | +0.76% |
| 2026-04-21 | 4,075.85 | 4,086.64 | 4,062.13 | 4,085.08 | +0.07% |
| 2026-04-22 | 4,074.81 | 4,106.84 | 4,074.68 | 4,106.26 | +0.52% |
| 2026-04-23 | 4,110.79 | 4,114.84 | 4,070.46 | 4,093.25 | -0.32% |
| 2026-04-24 | 4,081.03 | 4,092.61 | 4,061.15 | 4,079.90 | -0.33% |
| 2026-04-27 | 4,074.81 | 4,092.83 | 4,071.08 | 4,086.34 | +0.16% |
| 2026-04-28 | 4,076.14 | 4,090.20 | 4,062.87 | 4,078.64 | -0.19% |
| 2026-04-29 | 4,061.82 | 4,112.15 | 4,061.82 | 4,107.51 | +0.71% |
| 2026-04-30 | 4,107.30 | 4,118.76 | 4,100.97 | 4,112.16 | +0.11% |
| 2026-05-06 | 4,135.45 | 4,166.15 | 4,129.91 | 4,160.17 | +1.17% |
| 2026-05-07 | 4,168.45 | 4,180.21 | 4,163.14 | 4,180.09 | +0.48% |
| 2026-05-08 | 4,163.85 | 4,183.06 | 4,154.25 | 4,179.95 | -0.00% |
| 2026-05-11 | 4,201.35 | 4,229.58 | 4,186.08 | 4,225.02 | +1.08% |
| 2026-05-12 | 4,229.28 | 4,230.18 | 4,199.34 | 4,214.49 | -0.25% |
| 2026-05-13 | 4,192.31 | 4,245.07 | 4,192.31 | 4,242.57 | +0.67% |
| 2026-05-14 | 4,256.16 | 4,258.86 | 4,177.92 | 4,177.92 | -1.52% |
| 2026-05-15 | 4,174.18 | 4,191.81 | 4,114.09 | 4,135.39 | -1.02% |
| 2026-05-18 | 4,120.14 | 4,145.66 | 4,108.60 | 4,131.53 | -0.09% |
| 2026-05-19 | 4,122.96 | 4,170.29 | 4,107.99 | 4,169.54 | +0.92% |
| 2026-05-20 | 4,152.70 | 4,169.85 | 4,139.97 | 4,162.18 | -0.18% |
| 2026-05-21 | 4,174.38 | 4,199.53 | 4,074.22 | 4,077.28 | -2.04% |
| 2026-05-22 | 4,096.17 | 4,120.09 | 4,067.75 | 4,112.90 | +0.87% |
| 2026-05-25 | 4,126.34 | 4,153.88 | 4,119.80 | 4,152.57 | +0.96% |
| 2026-05-26 | 4,137.32 | 4,150.29 | 4,104.46 | 4,145.37 | -0.17% |
| 2026-05-27 | 4,138.81 | 4,153.56 | 4,077.62 | 4,093.73 | -1.25% |
| 2026-05-28 | 4,080.30 | 4,110.78 | 4,055.83 | 4,098.64 | +0.12% |
| 2026-05-29 | 4,110.52 | 4,112.96 | 4,055.89 | 4,068.57 | -0.73% |
| 2026-06-01 | 4,067.16 | 4,093.04 | 4,045.69 | 4,057.74 | -0.27% |
| 2026-06-02 | 4,061.46 | 4,089.57 | 4,032.58 | 4,075.10 | +0.43% |
| 2026-06-03 | 4,068.34 | 4,107.05 | 4,059.91 | 4,083.97 | +0.22% |
| 2026-06-04 | 4,053.67 | 4,080.72 | 4,043.43 | 4,057.78 | -0.64% |
| 2026-06-05 | 4,044.83 | 4,078.93 | 4,015.06 | 4,027.74 | -0.74% |
| 2026-06-08 | 3,938.71 | 4,007.49 | 3,927.85 | 3,959.34 | -1.70% |
| 2026-06-09 | 3,977.54 | 4,010.87 | 3,955.91 | 4,010.03 | +1.28% |
| 2026-06-10 | 3,985.12 | 4,006.31 | 3,963.44 | 3,993.23 | -0.42% |
| 2026-06-11 | 3,979.71 | 3,997.48 | 3,958.44 | 3,987.01 | -0.16% |
| 2026-06-12 | 4,017.86 | 4,060.27 | 4,008.18 | 4,031.51 | +1.12% |
| 2026-06-15 | 4,053.58 | 4,097.17 | 4,051.07 | 4,096.47 | +1.61% |
| 2026-06-16 | 4,094.21 | 4,103.93 | 4,077.87 | 4,091.89 | -0.11% |
| 2026-06-17 | 4,074.29 | 4,109.96 | 4,073.73 | 4,108.08 | +0.40% |
| 2026-06-18 | 4,094.23 | 4,117.45 | 4,080.29 | 4,090.48 | -0.43% |
| 2026-06-22 | 4,093.95 | 4,164.42 | 4,070.17 | 4,163.10 | +1.78% |
| 2026-06-23 | 4,153.59 | 4,175.35 | 4,085.59 | 4,106.25 | -1.37% |
| 2026-06-24 | 4,090.10 | 4,117.28 | 4,075.49 | 4,110.81 | +0.11% |
| 2026-06-25 | 4,103.48 | 4,133.10 | 4,093.01 | 4,120.28 | +0.23% |
| 2026-06-26 | 4,098.69 | 4,099.78 | 4,007.86 | 4,027.26 | -2.26% |
| 2026-06-29 | 4,026.69 | 4,075.33 | 3,992.55 | 4,073.90 | +1.16% |
| 2026-06-30 | 4,058.17 | 4,097.42 | 4,052.17 | 4,094.40 | +0.50% |
| 2026-07-01 | 4,090.76 | 4,143.31 | 4,087.54 | 4,112.45 | +0.44% |
| 2026-07-02 | 4,054.09 | 4,093.68 | 4,019.21 | 4,028.90 | -2.03% |
| 2026-07-03 | 4,031.34 | 4,073.88 | 4,027.26 | 4,043.64 | +0.37% |
| 2026-07-06 | 4,059.19 | 4,060.07 | 4,005.41 | 4,041.24 | -0.06% |
| 2026-07-07 | 4,019.49 | 4,028.51 | 3,971.71 | 3,990.24 | -1.26% |
| 2026-07-08 | 3,996.81 | 4,016.03 | 3,967.91 | 3,970.88 | -0.49% |
| 2026-07-09 | 3,977.55 | 4,040.54 | 3,938.88 | 4,036.59 | +1.65% |
| 2026-07-10 | 4,031.54 | 4,074.83 | 3,995.81 | 3,996.16 | -1.00% |
| 2026-07-13 | 3,966.02 | 3,983.05 | 3,900.67 | 3,913.79 | -2.06% |
| 2026-07-14 | 3,909.27 | 3,967.13 | 3,869.30 | 3,967.13 | +1.36% |
| 2026-07-15 | 3,963.73 | 3,981.67 | 3,943.70 | 3,955.58 | -0.29% |
| 2026-07-16 | 3,912.38 | 3,940.45 | 3,867.60 | 3,882.41 | -1.85% |
| 2026-07-17 | 3,865.32 | 3,869.21 | 3,745.17 | 3,764.15 | -3.05% |
| 2026-07-20 | 3,791.66 | 3,831.66 | 3,741.11 | 3,796.28 | +0.85% |
| 2026-07-21 | 3,812.16 | 3,864.60 | 3,743.36 | 3,864.37 | +1.79% |
| 2026-07-22 | 3,839.67 | 3,884.44 | 3,839.67 | 3,867.03 | +0.07% |
| 2026-07-23 | 3,868.09 | 3,878.83 | 3,851.71 | 3,876.78 | +0.25% |
| 2026-07-24 | 3,853.63 | 3,861.04 | 3,808.64 | 3,814.20 | -1.61% |
| 2026-07-27 | 3,808.90 | 3,858.31 | 3,793.45 | 3,858.25 | +1.15% |
| 2026-07-28 | 3,823.13 | 3,844.01 | 3,797.37 | 3,813.31 | -1.16% |
| 2026-07-29 | 3,823.29 | 3,845.77 | 3,782.48 | 3,828.47 | +0.40% |
| 2026-07-30 | 3,812.11 | 3,839.34 | 3,767.50 | 3,804.69 | -0.62% |
| 银行 | 趋势扩散 | 42 | +2.43% | +4.13% | +10.59% | +2.31% | 100.00% | 100.00% | 460.0 亿 | 1.95% | 0 | 0 | 6.25 | 0.56 |
| 食品饮料 | 趋势扩散 | 126 | +0.93% | +5.97% | +4.64% | +0.96% | 65.87% | 80.16% | 542.1 亿 | 2.30% | 5 | 0 | 25.78 | 2.24 |
| 钢铁 | 修复延续 | 43 | +0.86% | +2.07% | +2.64% | +0.91% | 74.42% | 83.72% | 80.86 亿 | 0.34% | 1 | 0 | 20.34 | 1.16 |
| 石油石化 | 低位修复 | 47 | +0.62% | -1.88% | +2.88% | +0.40% | 55.32% | 57.45% | 196.8 亿 | 0.83% | 0 | 0 | 38.37 | 1.94 |
| 非银金融 | 低位修复 | 79 | +0.45% | -0.11% | -0.70% | +0.60% | 69.62% | 63.29% | 497.7 亿 | 2.11% | 0 | 0 | 18.88 | 1.23 |
| 交通运输 | 修复延续 | 128 | +0.39% | +1.87% | +2.58% | +0.57% | 67.19% | 82.81% | 245.4 亿 | 1.04% | 1 | 0 | 17.58 | 1.36 |
| 社会服务 | 修复延续 | 86 | +0.38% | +4.02% | -1.78% | +0.28% | 54.65% | 68.60% | 138.6 亿 | 0.59% | 4 | 0 | 34.99 | 2.75 |
| 农林牧渔 | 修复延续 | 114 | +0.08% | +1.60% | -1.05% | +0.19% | 53.51% | 54.39% | 177.1 亿 | 0.75% | 0 | 0 | 32.32 | 2.27 |
| 美容护理 | 趋势扩散 | 30 | -0.37% | +3.93% | +2.65% | +0.85% | 60.00% | 80.00% | 65.27 亿 | 0.28% | 0 | 0 | 28.82 | 2.28 |
| 纺织服饰 | 高位分歧 | 108 | -0.45% | +3.49% | -5.50% | -0.09% | 43.52% | 56.48% | 122.3 亿 | 0.52% | 1 | 1 | 28.83 | 1.80 |
| 煤炭 | 方向待明 | 33 | -0.46% | -2.19% | +6.08% | 0.00% | 48.48% | 81.82% | 106.5 亿 | 0.45% | 0 | 0 | 22.03 | 1.28 |
| 传媒 | 高位分歧 | 130 | -0.51% | +2.64% | -2.46% | -0.46% | 38.46% | 63.08% | 491.8 亿 | 2.09% | 1 | 0 | 37.84 | 2.67 |
| 商贸零售 | 高位分歧 | 100 | -0.54% | +3.11% | -0.31% | 0.00% | 46.00% | 79.00% | 248.1 亿 | 1.05% | 1 | 1 | 30.67 | 1.82 |
| 综合 | 方向待明 | 20 | -0.57% | +1.63% | -4.88% | -0.51% | 30.00% | 70.00% | 33.19 亿 | 0.14% | 1 | 0 | 47.92 | 2.69 |
| 房地产 | 高位分歧 | 95 | -0.64% | +2.17% | -0.60% | -0.50% | 30.53% | 67.37% | 170.5 亿 | 0.72% | 2 | 1 | 34.59 | 1.06 |
| 家用电器 | 方向待明 | 103 | -0.74% | +1.75% | -7.64% | -0.82% | 39.81% | 52.43% | 225.5 亿 | 0.96% | 1 | 1 | 37.86 | 2.40 |
| 汽车 | 方向待明 | 320 | -0.93% | +1.30% | -8.73% | -0.55% | 39.69% | 44.06% | 651.8 亿 | 2.76% | 8 | 6 | 27.79 | 2.29 |
| 计算机 | 方向待明 | 356 | -1.34% | -0.08% | -8.02% | -1.11% | 31.74% | 43.82% | 1,268.5 亿 | 5.38% | 5 | 3 | 73.22 | 3.20 |
| 建筑材料 | 方向待明 | 76 | -1.35% | +0.88% | -10.96% | -1.01% | 27.63% | 42.11% | 375.7 亿 | 1.59% | 0 | 1 | 38.36 | 1.55 |
| 轻工制造 | 方向待明 | 167 | -1.38% | +1.22% | -7.24% | -0.88% | 31.14% | 44.31% | 165.4 亿 | 0.70% | 2 | 2 | 29.34 | 2.00 |
| 公用事业 | 退潮观察 | 139 | -1.42% | -3.36% | -0.22% | -1.06% | 31.65% | 64.03% | 563.7 亿 | 2.39% | 1 | 2 | 26.83 | 1.62 |
| 基础化工 | 方向待明 | 446 | -1.59% | -0.48% | -14.13% | -1.05% | 31.39% | 38.57% | 1,013.1 亿 | 4.30% | 5 | 6 | 34.08 | 2.09 |
| 建筑装饰 | 方向待明 | 155 | -1.60% | +0.42% | -7.84% | -0.85% | 31.61% | 50.32% | 276.5 亿 | 1.17% | 2 | 6 | 29.85 | 1.81 |
| 医药生物 | 方向待明 | 504 | -1.68% | -1.81% | -3.51% | -1.07% | 29.96% | 37.30% | 1,184.6 亿 | 5.02% | 2 | 0 | 35.73 | 2.30 |
| 环保 | 方向待明 | 134 | -1.73% | -1.27% | -9.21% | -0.93% | 28.36% | 40.30% | 157.4 亿 | 0.67% | 1 | 0 | 26.40 | 1.84 |
| 国防军工 | 方向待明 | 140 | -2.01% | -0.81% | -14.64% | -1.79% | 23.57% | 31.43% | 516.7 亿 | 2.19% | 0 | 1 | 75.51 | 3.39 |
| 有色金属 | 退潮观察 | 145 | -2.05% | -3.41% | -15.63% | -1.49% | 26.21% | 34.48% | 1,139.5 亿 | 4.83% | 0 | 0 | 34.86 | 2.99 |
| 电力设备 | 方向待明 | 415 | -2.14% | -1.06% | -14.49% | -1.83% | 25.54% | 37.35% | 1,699.7 亿 | 7.21% | 7 | 5 | 41.28 | 2.59 |
| 机械设备 | 方向待明 | 607 | -2.70% | -2.13% | -17.34% | -2.03% | 21.09% | 26.69% | 1,540.6 亿 | 6.53% | 4 | 13 | 43.09 | 2.84 |
| 通信 | 退潮观察 | 126 | -4.65% | -6.39% | -19.04% | -4.20% | 10.32% | 25.40% | 2,027.3 亿 | 8.60% | 0 | 8 | 83.95 | 3.99 |
| 电子 | 退潮观察 | 514 | -5.94% | -8.30% | -31.02% | -5.99% | 5.84% | 6.61% | 7,202.2 亿 | 30.54% | 1 | 26 | 71.69 | 4.23 |
首板 45 家 · 多板 11 家 · 昨日涨停 86 家 · 今日晋级 11 家 · 晋级率 12.79%
8 板 · 1 家 · 爱丽家居
4 板 · 2 家 · 传智教育、明新旭腾
3 板 · 1 家 · 一鸣食品
2 板 · 7 家 · 海兴电力、金龙羽、*ST威领、返利科技、柳钢股份、均瑶健康、高争民爆
1 板 · 45 家 · 德明利、海南海药、江淮汽车、双星新材、恒尚节能、泛微网络、普联软件、浙江世宝
汽车 · 8 家 · 最高 4 板 · 明新旭腾、江淮汽车、浙江世宝、纳百川、至信股份、文灿股份
电力设备 · 7 家 · 最高 2 板 · 海兴电力、金龙羽、中国宝安、西子洁能、弘元绿能、广电电气
基础化工 · 5 家 · 最高 2 板 · 高争民爆、双星新材、利尔化学、美邦股份、海阳科技
计算机 · 5 家 · 最高 1 板 · 泛微网络、普联软件、税友股份、苏州科达、ST达华
食品饮料 · 5 家 · 最高 3 板 · 一鸣食品、均瑶健康、舍得酒业、金徽酒、海欣食品
机械设备 · 4 家 · 最高 2 板 · *ST威领、新芝生物、亿利达、和泰机电
社会服务 · 4 家 · 最高 4 板 · 传智教育、学大教育、西安饮食、天溯计量
医药生物 · 2 家 · 最高 1 板 · 海南海药、联环药业
建筑装饰 · 2 家 · 最高 1 板 · 恒尚节能、华建集团
房地产 · 2 家 · 最高 1 板 · 陆家嘴、香江控股
轻工制造 · 2 家 · 最高 8 板 · 爱丽家居、英联股份
交通运输 · 1 家 · 最高 1 板 · 原尚股份
传媒 · 1 家 · 最高 2 板 · 返利科技
公用事业 · 1 家 · 最高 1 板 · 华光环能
商贸零售 · 1 家 · 最高 1 板 · 南宁百货
家用电器 · 1 家 · 最高 1 板 · 火星人
环保 · 1 家 · 最高 1 板 · 神雾节能
电子 · 1 家 · 最高 1 板 · 德明利
纺织服饰 · 1 家 · 最高 1 板 · *ST萃华
综合 · 1 家 · 最高 1 板 · 特力A
钢铁 · 1 家 · 最高 2 板 · 柳钢股份
| 爱丽家居 | 603221.SH | 轻工制造 | +9.98% | 8 | 6,786.19 万 | 主板 | 92503 | 92503 | 0 | 8/8 | 3.07 亿 |
| 传智教育 | 003032.SZ | 社会服务 | +10.03% | 4 | 1.97 亿 | 主板 | 93009 | 93009 | 0 | 4/4 | 1.08 亿 |
| 明新旭腾 | 605068.SH | 汽车 | +9.99% | 4 | 1.23 亿 | 主板 | 93006 | 93015 | 1 | 4/4 | 4,419.23 万 |
| 一鸣食品 | 605179.SH | 食品饮料 | +9.99% | 3 | 4,903.50 万 | 主板 | 92501 | 92501 | 0 | 3/3 | 1.59 亿 |
| 海兴电力 | 603556.SH | 电力设备 | +9.98% | 2 | 6.54 亿 | 主板 | 134907 | 134907 | 0 | 2/2 | 9,965.60 万 |
| 金龙羽 | 002882.SZ | 电力设备 | +10.03% | 2 | 3.31 亿 | 主板 | 93018 | 94100 | 1 | 2/2 | 5,568.88 万 |
| *ST威领 | 002667.SZ | 机械设备 | +10.05% | 2 | 3.19 亿 | 主板 | — | — | — | — | — |
| 返利科技 | 600228.SH | 传媒 | +10.06% | 2 | 1.72 亿 | 主板 | 93702 | 93702 | 0 | 2/2 | 6,322.47 万 |
| 柳钢股份 | 601003.SH | 钢铁 | +9.97% | 2 | 1.55 亿 | 主板 | 93329 | 93329 | 0 | 2/2 | 4,245.36 万 |
| 均瑶健康 | 605388.SH | 食品饮料 | +10.07% | 2 | 8,964.76 万 | 主板 | 93048 | 93048 | 0 | 2/2 | 2,556.81 万 |
| 高争民爆 | 002827.SZ | 基础化工 | +10.00% | 2 | 5,227.62 万 | 主板 | 92500 | 92500 | 0 | 2/2 | 2.47 亿 |
| 德明利 | 001309.SZ | 电子 | +10.00% | 1 | 113.7 亿 | 主板 | 132233 | 134430 | 1 | 1/1 | 7.16 亿 |
| 海南海药 | 000566.SZ | 医药生物 | +9.98% | 1 | 21.27 亿 | 主板 | 94609 | 145318 | 8 | 6/12 | 2,266.59 万 |
| 江淮汽车 | 600418.SH | 汽车 | +10.01% | 1 | 18.08 亿 | 主板 | 95922 | 95958 | 1 | 1/1 | 1.95 亿 |
| 双星新材 | 002585.SZ | 基础化工 | +10.04% | 1 | 10.88 亿 | 主板 | 93103 | 134336 | 3 | 1/1 | 2,344.95 万 |
| 恒尚节能 | 603137.SH | 建筑装饰 | +9.99% | 1 | 8.15 亿 | 主板 | 93727 | 102533 | 5 | 12/23 | 4,154.55 万 |
| 泛微网络 | 603039.SH | 计算机 | +9.99% | 1 | 7.59 亿 | 主板 | 130949 | 143113 | 2 | 1/1 | 1,863.89 万 |
| 普联软件 | 300996.SZ | 计算机 | +20.03% | 1 | 7.05 亿 | 创业板 | 93333 | 93333 | 0 | 1/1 | 2,470.85 万 |
| 浙江世宝 | 002703.SZ | 汽车 | +10.02% | 1 | 7.03 亿 | 主板 | 93536 | 100127 | 1 | 1/1 | 9,329.13 万 |
| 利尔化学 | 002258.SZ | 基础化工 | +9.99% | 1 | 5.93 亿 | 主板 | 92500 | 95545 | 2 | 1/1 | 9,364.46 万 |
| 兴欣新材 | 001358.SZ | 基础化工 | -10.01% | 0 | 3.03 亿 | 主板 | — | 144815 | 0 | — | 68.23 万 |
| 华天酒店 | 000428.SZ | 社会服务 | -5.20% | 0 | 4.53 亿 | 主板 | 92500 | — | 1 | 3/4 | — |
| 元道退 | 301139.SZ | 通信 | -13.64% | 0 | 9,250.88 万 | 创业板 | — | — | — | — | — |
| 天融信 | 002212.SZ | 计算机 | -4.70% | 0 | 9.29 亿 | 主板 | — | — | — | — | — |
| 华之杰 | 603400.SH | 机械设备 | -3.90% | 0 | 5.07 亿 | 主板 | — | — | — | — | — |
| 艾艾精工 | 603580.SH | 基础化工 | -3.05% | 0 | 10.08 亿 | 主板 | — | — | — | — | — |
| 东百集团 | 600693.SH | 商贸零售 | -2.96% | 0 | 17.79 亿 | 主板 | — | — | — | — | — |
| 东晶电子 | 002199.SZ | 电子 | +6.35% | 0 | 4.87 亿 | 主板 | 93354 | — | 5 | 4/6 | — |
| 信邦智能 | 301112.SZ | 机械设备 | -11.49% | 0 | 1.68 亿 | 创业板 | — | — | — | — | — |
| 贤丰控股 | 002141.SZ | 电子 | -10.00% | 0 | 19.29 亿 | 主板 | — | 143421 | 8 | — | 2,459.28 万 |
| 圣晖集成 | 603163.SH | 建筑装饰 | -10.00% | 0 | 2.65 亿 | 主板 | — | 150000 | 1 | — | 4,077.39 万 |
| 博通集成 | 603068.SH | 电子 | -10.00% | 0 | 6.75 亿 | 主板 | — | 150000 | 30 | — | 951.31 万 |
| 中岩大地 | 003001.SZ | 建筑装饰 | -9.98% | 0 | 4.75 亿 | 主板 | — | — | — | — | — |
| *ST宝馨 | 002514.SZ | 机械设备 | -9.74% | 0 | 1.26 亿 | 主板 | — | — | — | — | — |
| 宇环数控 | 002903.SZ | 机械设备 | -8.51% | 0 | 6.77 亿 | 主板 | — | — | — | — | — |
| 长裕集团 | 603407.SH | 有色金属 | -7.39% | 0 | 5.97 亿 | 主板 | — | — | — | — | — |
| 东山精密 | 002384.SZ | 电子 | -10.00% | 0 | 174.9 亿 | 主板 | — | 144157 | 26 | — | 3.63 亿 |
| 长电科技 | 600584.SH | 电子 | -10.00% | 0 | 106.5 亿 | 主板 | — | 144152 | 0 | — | 4.31 亿 |
| 通富微电 | 002156.SZ | 电子 | -10.00% | 0 | 91.91 亿 | 主板 | — | 143206 | 20 | — | 4.59 亿 |
| 紫光股份 | 000938.SZ | 计算机 | -9.99% | 0 | 87.55 亿 | 主板 | — | 102103 | 1 | — | 11.50 亿 |
| 华天科技 | 002185.SZ | 电子 | -10.02% | 0 | 61.87 亿 | 主板 | — | 144454 | 0 | — | 1.10 亿 |
| 光迅科技 | 002281.SZ | 通信 | -10.00% | 0 | 61.47 亿 | 主板 | — | 143409 | 25 | — | 2.31 亿 |
| 雅克科技 | 002409.SZ | 电子 | -10.00% | 0 | 54.74 亿 | 主板 | — | 143606 | 24 | — | 2.34 亿 |
| 太极实业 | 600667.SH | 建筑装饰 | -10.00% | 0 | 52.45 亿 | 主板 | — | 144311 | 1 | — | 1.15 亿 |
| 大族激光 | 002008.SZ | 机械设备 | -10.00% | 0 | 45.28 亿 | 主板 | — | 143233 | 23 | — | 7,561.01 万 |
| 华电辽能 | 600396.SH | 公用事业 | -10.02% | 0 | 41.11 亿 | 主板 | — | — | — | — | — |
| 麦格米特 | 002851.SZ | 电力设备 | -10.00% | 0 | 37.31 亿 | 主板 | — | 144809 | 1 | — | 4,432.40 万 |
| 景旺电子 | 603228.SH | 电子 | -10.00% | 0 | 36.17 亿 | 主板 | — | 145224 | 19 | — | 1,155.53 万 |
| 千岸科技 | 920065.BJ | 商贸零售 | -29.98% | 0 | 4.41 亿 | 北交所 | — | — | — | — | — |
| 有研硅 | 688432.SH | 电子 | -19.93% | 0 | 22.60 亿 | 科创板 | — | — | — | — | — |
| 全志科技 | 300458.SZ | 电子 | -19.93% | 0 | 52.68 亿 | 创业板 | — | — | — | — | — |
| 维琪科技 | 920176.BJ | 美容护理 | -19.43% | 0 | 3.79 亿 | 北交所 | — | — | — | — | — |
| 超卓航科 | 688237.SH | 国防军工 | -19.07% | 0 | 3.84 亿 | 科创板 | — | — | — | — | — |
| 托伦斯 | 301583.SZ | 电子 | -18.44% | 0 | 30.40 亿 | 创业板 | — | — | — | — | — |
| 益坤电气 | 920222.BJ | 电力设备 | -17.67% | 0 | 1.13 亿 | 北交所 | — | — | — | — | — |
| 星宸科技 | 301536.SZ | 电子 | -17.35% | 0 | 37.37 亿 | 创业板 | — | — | — | — | — |
| 源杰科技 | 688498.SH | 电子 | -17.20% | 0 | 110.4 亿 | 科创板 | — | — | — | — | — |
| 新风光 | 688663.SH | 电力设备 | -16.97% | 0 | 5.55 亿 | 科创板 | — | — | — | — | — |
| 光智科技 | 300489.SZ | 电子 | -16.08% | 0 | 14.97 亿 | 创业板 | — | — | — | — | — |
| 科翔股份 | 300903.SZ | 电子 | -15.95% | 0 | 16.18 亿 | 创业板 | — | — | — | — | — |
| 欣兴工具 | 301677.SZ | 机械设备 | +145.38% | 0 | 16.50 亿 | 创业板 | — | — | — | — | — |
| 新芝生物 | 920685.BJ | 机械设备 | +30.00% | 1 | 1.46 亿 | 北交所 | 94810 | 141119 | 5 | 1/1 | 270.60 万 |
| 火星人 | 300894.SZ | 家用电器 | +20.04% | 1 | 2.19 亿 | 创业板 | 104712 | 131757 | 1 | 1/1 | 1,856.60 万 |
| 普联软件 | 300996.SZ | 计算机 | +20.03% | 1 | 7.05 亿 | 创业板 | 93333 | 93333 | 0 | 1/1 | 2,470.85 万 |
| 纳百川 | 301667.SZ | 汽车 | +20.00% | 1 | 2.54 亿 | 创业板 | 100557 | 100557 | 0 | 1/1 | 7,352.91 万 |
| 昊创瑞通 | 301668.SZ | 电力设备 | +20.00% | 1 | 2.01 亿 | 创业板 | 100024 | 100709 | 2 | 1/1 | 3,154.66 万 |
| 天溯计量 | 301449.SZ | 社会服务 | +19.99% | 1 | 1.81 亿 | 创业板 | 132051 | 132051 | 0 | 1/1 | 3,240.80 万 |
| 安徽凤凰 | 920000.BJ | 汽车 | +18.75% | 0 | 8,231.18 万 | 北交所 | — | — | — | — | — |
| 昀冢科技 | 688260.SH | 电子 | +16.16% | 0 | 13.18 亿 | 科创板 | 142238 | — | 1 | 1/2 | — |
| 恒锋信息 | 300605.SZ | 计算机 | +13.51% | 0 | 3.80 亿 | 创业板 | 93630 | — | 1 | 0/0 | — |
| 蕾奥规划 | 300989.SZ | 建筑装饰 | +11.92% | 0 | 1.07 亿 | 创业板 | — | — | — | — | — |
| 创业黑马 | 300688.SZ | 社会服务 | +11.42% | 0 | 8.27 亿 | 创业板 | — | — | — | — | — |
| 千岸科技 | 920065.BJ | 商贸零售 | -29.98% | 0 | 4.41 亿 | 北交所 | — | — | — | — | — |
| 有研硅 | 688432.SH | 电子 | -19.93% | 0 | 22.60 亿 | 科创板 | — | — | — | — | — |
| 全志科技 | 300458.SZ | 电子 | -19.93% | 0 | 52.68 亿 | 创业板 | — | — | — | — | — |
| 维琪科技 | 920176.BJ | 美容护理 | -19.43% | 0 | 3.79 亿 | 北交所 | — | — | — | — | — |
| 超卓航科 | 688237.SH | 国防军工 | -19.07% | 0 | 3.84 亿 | 科创板 | — | — | — | — | — |
| 托伦斯 | 301583.SZ | 电子 | -18.44% | 0 | 30.40 亿 | 创业板 | — | — | — | — | — |
| 益坤电气 | 920222.BJ | 电力设备 | -17.67% | 0 | 1.13 亿 | 北交所 | — | — | — | — | — |
| 星宸科技 | 301536.SZ | 电子 | -17.35% | 0 | 37.37 亿 | 创业板 | — | — | — | — | — |
| 源杰科技 | 688498.SH | 电子 | -17.20% | 0 | 110.4 亿 | 科创板 | — | — | — | — | — |
| 新风光 | 688663.SH | 电力设备 | -16.97% | 0 | 5.55 亿 | 科创板 | — | — | — | — | — |
| 光智科技 | 300489.SZ | 电子 | -16.08% | 0 | 14.97 亿 | 创业板 | — | — | — | — | — |
| 科翔股份 | 300903.SZ | 电子 | -15.95% | 0 | 16.18 亿 | 创业板 | — | — | — | — | — |
| 主板 | 3190 | -1.05% | 39.28% | 53.92% | +1.91% |
| 创业板 | 1395 | -2.65% | 19.93% | 29.68% | +3.26% |
| 科创板 | 612 | -4.18% | 17.16% | 12.42% | +2.38% |
| 北交所 | 331 | -1.22% | 39.88% | 41.99% | +2.41% |
| 小盘 | 2765 | -1.73% | 24.23% | 29.76 亿 |
| 中盘 | 1658 | -1.89% | 35.71% | 85.51 亿 |
| 大盘 | 829 | -2.06% | 43.43% | 265.4 亿 |
| 超大盘 | 276 | -1.35% | 52.90% | 1,265.5 亿 |
成分快照日期:2026-10-05。官方收益与成员等权交叉核对分开显示;资金流为供应商订单分类代理,不等于真实主体资金。
| 酿酒 | 趋势扩散 | 31/30 | +0.87% | +7.75% | +14.87% | +3.05% | +5.43% | +7.56% | +2.18% | 83.33% | 90.00% | 286.7 亿 | 1.22% | 95.00% | +2.68% | 2 | 0 | 14.61 亿 | 100.00% |
| 文化传媒 | 方向待明 | 197/196 | -0.93% | +1.23% | -3.44% | -0.93% | +1.26% | -3.38% | +0.00% | 35.20% | 61.73% | 527.6 亿 | 2.24% | 65.00% | +0.88% | 0 | 0 | -10.43 亿 | 100.00% |
| 创新药 | 趋势转弱 | 281/280 | -2.06% | -3.66% | -3.95% | -2.06% | -3.58% | -3.92% | +0.00% | 28.21% | 35.00% | 864.3 亿 | 3.66% | 20.00% | -0.25% | 2 | 0 | -22.72 亿 | 100.00% |
| 减速器 | 方向待明 | 139/139 | -2.35% | -0.89% | -17.86% | -2.35% | -0.82% | -17.59% | -0.00% | 21.58% | 19.42% | 387.0 亿 | 1.64% | 30.00% | -0.54% | 2 | 2 | -25.57 亿 | 100.00% |
| 物理AI | 趋势转弱 | 463/461 | -3.13% | -3.39% | -20.94% | -3.15% | -3.27% | -20.49% | -0.02% | 18.22% | 17.57% | 2,781.1 亿 | 11.79% | 25.00% | -1.32% | 4 | 13 | -135.5 亿 | 99.78% |
| 商业航天 | 趋势转弱 | 507/505 | -3.15% | -3.69% | -21.02% | -3.14% | -3.62% | -20.24% | +0.01% | 18.02% | 23.96% | 2,790.4 亿 | 11.83% | 30.00% | -1.33% | 3 | 16 | -158.4 亿 | 100.00% |
| 金属新材料 | 趋势转弱 | 34/34 | -3.20% | -4.17% | -27.28% | -3.20% | -4.07% | -26.71% | -0.00% | 20.59% | 11.76% | 76.72 亿 | 0.33% | 20.00% | -1.39% | 0 | 0 | -3.10 亿 | 100.00% |
| 液冷服务器 | 趋势转弱 | 229/229 | -4.65% | -7.44% | -23.56% | -4.64% | -7.20% | -22.88% | +0.01% | 10.92% | 13.10% | 2,700.1 亿 | 11.45% | 25.00% | -2.83% | 2 | 15 | -184.2 亿 | 100.00% |
| PCB | 趋势转弱 | 236/235 | -5.77% | -8.71% | -32.90% | -5.78% | -8.83% | -32.27% | -0.01% | 6.38% | 8.51% | 2,241.8 亿 | 9.51% | 25.00% | -3.95% | 0 | 16 | -149.0 亿 | 100.00% |
| 光刻胶 | 趋势转弱 | 80/80 | -5.82% | -7.46% | -35.04% | -5.82% | -7.71% | -35.24% | -0.00% | 5.00% | 5.00% | 467.5 亿 | 1.98% | 15.00% | -4.01% | 0 | 4 | -27.19 亿 | 100.00% |
| 玻璃基板 | 趋势转弱 | 57/57 | -6.23% | -10.23% | -38.24% | -6.10% | -10.13% | -36.95% | +0.13% | 3.51% | 5.26% | 837.7 亿 | 3.55% | 5.00% | -4.42% | 0 | 7 | -89.38 亿 | 100.00% |
| 先进封装 | 趋势转弱 | 204/203 | -6.53% | -10.12% | -35.60% | -6.53% | -10.05% | -35.35% | +0.01% | 5.91% | 2.96% | 3,028.8 亿 | 12.84% | 25.00% | -4.72% | 0 | 18 | -193.4 亿 | 100.00% |
| 存储芯片 | 趋势转弱 | 206/204 | -6.62% | -10.93% | -35.61% | -6.57% | -10.87% | -35.57% | +0.05% | 3.92% | 1.47% | 4,410.1 亿 | 18.70% | 20.00% | -4.81% | 1 | 17 | -156.1 亿 | 99.51% |
| CPO | 趋势转弱 | 212/212 | -6.63% | -11.37% | -33.75% | -6.64% | -10.98% | -33.34% | -0.01% | 6.13% | 3.77% | 4,667.0 亿 | 19.79% | 30.00% | -4.82% | 1 | 20 | -328.7 亿 | 100.00% |
| 电子化学品 | 趋势转弱 | 43/43 | -7.35% | -10.55% | -42.80% | -7.35% | -10.44% | -42.81% | -0.00% | 2.33% | 2.33% | 507.2 亿 | 2.15% | 25.00% | -5.54% | 0 | 2 | -22.25 亿 | 100.00% |
领涨:金徽酒(603919.SH)+10.03%、舍得酒业(600702.SH)+10.01%、金种子酒(600199.SH)+7.45%
领跌:威龙股份(603779.SH)-3.20%、*ST尼雅(600084.SH)-1.17%、*ST莫高(600543.SH)-0.82%
领涨:广东建科(301632.SZ)+8.34%、福石控股(300071.SZ)+6.75%、佳云科技(300242.SZ)+5.29%
领跌:金利华电(300069.SZ)-9.22%、禾盛新材(002290.SZ)-8.82%、科新发展(600234.SH)-8.50%
领涨:海南海药(000566.SZ)+9.98%、联环药业(600513.SH)+9.97%、宏辉果蔬(603336.SH)+8.42%
领跌:万邦医药(301520.SZ)-13.20%、泰诺麦博(688806.SH)-13.14%、泽璟制药(688266.SH)-10.57%
领涨:中国宝安(000009.SZ)+10.00%、*ST春兴(002547.SZ)+9.95%、西菱动力(300733.SZ)+3.85%
领跌:美利信(301307.SZ)-12.69%、丰光精密(920510.BJ)-11.88%、大族激光(002008.SZ)-10.00%
领涨:火星人(300894.SZ)+20.04%、传智教育(003032.SZ)+10.03%、中国宝安(000009.SZ)+10.00%
领跌:维峰电子(301328.SZ)-13.48%、帝奥微(688381.SH)-13.40%、强瑞技术(301128.SZ)-12.85%
领涨:ST达华(002512.SZ)+10.15%、西子洁能(002534.SZ)+10.04%、苏州科达(603660.SH)+9.96%
领跌:长光华芯(688048.SH)-15.17%、佰奥智能(300836.SZ)-13.73%、国科天成(301571.SZ)-13.66%
领涨:惠同新材(920751.BJ)+3.39%、金力永磁(300748.SZ)+1.27%、博威合金(601137.SH)+0.71%
领跌:龙磁科技(300835.SZ)-10.24%、江南新材(603124.SH)-9.97%、有研粉材(688456.SH)-8.95%
领涨:亿利达(002686.SZ)+10.04%、中国宝安(000009.SZ)+10.00%、风华高科(000636.SZ)+6.29%
领跌:同飞股份(300990.SZ)-14.45%、强瑞技术(301128.SZ)-12.85%、美利信(301307.SZ)-12.69%
领涨:国际复材(301526.SZ)+9.04%、立方控股(920130.BJ)+7.46%、光韵达(300227.SZ)+4.62%
领跌:科翔股份(300903.SZ)-15.95%、中富电路(300814.SZ)-15.72%、杰普特(688025.SH)-14.80%
领涨:国风新材(000859.SZ)+6.35%、新华医疗(600587.SH)+0.85%、湖北宜化(000422.SZ)+0.08%
领跌:芯源微(688037.SH)-14.69%、吉和昌(920193.BJ)-14.58%、芯碁微装(688630.SH)-14.29%
领涨:慧谷新材(301683.SZ)+4.76%、联赢激光(688518.SH)+0.55%
领跌:汇成真空(301392.SZ)-13.33%、沃尔德(688028.SH)-12.67%、三孚新科(688359.SH)-11.83%
领涨:华岭股份(920139.BJ)+4.21%、佰维存储(688525.SH)+3.76%、宏明电子(301682.SZ)+3.43%
领跌:托伦斯(301583.SZ)-18.44%、光智科技(300489.SZ)-16.08%、科翔股份(300903.SZ)-15.95%
领涨:德明利(001309.SZ)+10.00%、盈方微(000670.SZ)+4.32%、普冉股份(688766.SH)+4.32%
领跌:有研硅(688432.SH)-19.93%、全志科技(300458.SZ)-19.93%、托伦斯(301583.SZ)-18.44%
领涨:德明利(001309.SZ)+10.00%、永鼎股份(600105.SH)+7.33%、鸿远电子(603267.SH)+6.68%
领跌:源杰科技(688498.SH)-17.20%、科翔股份(300903.SZ)-15.95%、中富电路(300814.SZ)-15.72%
领涨:国瓷材料(300285.SZ)+3.65%
领跌:三孚新科(688359.SH)-11.83%、方邦股份(688020.SH)-11.37%、天承科技(688603.SH)-10.36%
份额是变动记录;缺记录不代表份额不变,分组可以重叠。
| 红利防御 | 94 | +1.18% | +1.02% | +1.35% | +6.62% | 76.49 亿 | 100.00% | 14/50 | 华泰柏瑞中证红利低波动ETF · -1.44% |
| 消费 | 45 | +1.01% | +0.46% | +3.37% | +4.83% | 34.70 亿 | 100.00% | 18/13 | 鹏华中证酒ETF · -0.86% |
| 金融地产 | 49 | +0.70% | +0.10% | -1.13% | -1.98% | 68.36 亿 | 100.00% | 10/29 | 国泰中证全指证券公司ETF · -0.15% |
| 资源周期 | 56 | -0.55% | -0.81% | -3.28% | -6.98% | 50.91 亿 | 98.21% | 15/27 | 南方中证申万有色金属ETF · +1.30% |
| 大盘宽基 | 83 | -0.76% | -0.64% | -2.23% | -0.18% | 163.1 亿 | 100.00% | 26/23 | 华泰柏瑞沪深300ETF · +2.07% |
| 医药健康 | 51 | -1.85% | -0.62% | -1.57% | +2.12% | 52.20 亿 | 100.00% | 9/26 | 银华中证创新药产业ETF · -0.15% |
| 中小盘宽基 | 140 | -3.70% | -2.93% | -4.93% | -19.00% | 577.9 亿 | 100.00% | 68/21 | 易方达创业板ETF · +5.66% |
| AI与半导体 | 129 | -7.20% | -6.30% | -12.80% | -24.07% | 615.7 亿 | 100.00% | 88/23 | 华夏上证科创板半导体材料设备主题ETF · +7.32% |
| 金融地产 | 银行、非银金融、房地产 | 216 | +0.35% | +1.71% | +1.54% | 58.33% | 72.22% | 4.78% | 2 | 1 |
| 大消费 | 食品饮料、社会服务、农林牧渔、商贸零售、家用电器 | 529 | +0.05% | +3.35% | -0.96% | 52.55% | 67.11% | 5.65% | 11 | 2 |
| 公用防御 | 交通运输、公用事业、环保 | 401 | -0.94% | -0.99% | -2.33% | 41.90% | 62.09% | 4.10% | 3 | 2 |
| 资源周期 | 钢铁、石油石化、煤炭、基础化工、有色金属 | 714 | -1.34% | -1.09% | -11.37% | 35.29% | 43.70% | 10.76% | 6 | 6 |
| 基建链 | 建筑材料、建筑装饰 | 231 | -1.52% | +0.57% | -8.87% | 30.30% | 47.62% | 2.77% | 2 | 7 |
| 医药健康 | 美容护理、医药生物 | 534 | -1.60% | -1.49% | -3.16% | 31.65% | 39.70% | 5.30% | 2 | 0 |
| 高端制造 | 汽车、国防军工、电力设备、机械设备 | 1482 | -2.10% | -0.96% | -14.43% | 26.59% | 33.87% | 18.69% | 19 | 25 |
| AI硬件与数字经济 | 计算机、通信、电子 | 996 | -4.13% | -5.12% | -21.28% | 15.66% | 22.29% | 44.51% | 6 | 37 |
| 2026-07-24 | 16.4 | 37.6 | 10.04% | 1.9445 万亿 | 43 | 4 |
| 2026-07-27 | 80.7 | 74.1 | 94.06% | 2.0887 万亿 | 121 | 5 |
| 2026-07-28 | 36.8 | 57 | 47.12% | 2.0391 万亿 | 68 | 6 |
| 2026-07-29 | 76.5 | 67.2 | 76.99% | 2.3117 万亿 | 86 | 7 |
| 2026-07-30 | 34.8 | 52.9 | 31.98% | 2.3584 万亿 | 56 | 8 |
成交额:扩张 · +2.02%
上涨覆盖:收窄 · -45.01%
涨停家数:压缩 · -30
最高连板:抬升 · 1
五日成交中位:2.0887 万亿 · 温度区间:16.4–80.7 · 方向覆盖 5/5。
方向:酿酒 4次、文化传媒 3次、减速器 2次、CPO 1次、PCB 1次、先进封装 1次
行业:食品饮料 3次、电子 2次、钢铁 2次、银行 2次、商贸零售 1次、国防军工 1次
量能与广度 · 成交额较前日+2.0%,上涨覆盖32.0%,五日成交中位20887.0亿元。
方向承接 · 酿酒当日收益+0.87%;方向数据覆盖5/5。
涨停聚类 · 汽车涨停8家,最高4板。
负反馈 · 跌停83家,晋级未完成展示16家(展示名单,非全市场总数)。
确认:成交维持或高于近五日中位 20887.0亿元
失效:放量冲高后快速回落,且低于五日中位
确认:酿酒继续居前且内部上涨覆盖不收窄
失效:龙头断板、居前方向跌出前三且负反馈扩散
确认:晋级率回升、最高板不压缩,炸板率下降
失效:晋级率继续下滑,最高板压缩且掉队增多
确认:上涨覆盖维持且中位数同步改善
失效:指数上涨但中位数、上涨覆盖明显回落
当前有 22 个交易日摘要;缺失日期不填造。分别显示状态与覆盖、成交额及涨跌停生态,避免不同量纲混在同一坐标轴。
| 2026-07-01 | 70.6 | 80.8 | 78.55% | 3.6828 万亿 | 226 | 7 |
| 2026-07-02 | 35.5 | 69.9 | 40.22% | 3.4739 万亿 | 159 | 5 |
| 2026-07-03 | 53.9 | 71.7 | 68.96% | 3.2053 万亿 | 162 | 5 |
| 2026-07-06 | 35.5 | 50.7 | 34.00% | 3.1124 万亿 | 73 | 6 |
| 2026-07-07 | 17.7 | 33.7 | 12.56% | 2.5985 万亿 | 34 | 6 |
| 2026-07-08 | 31.9 | 62.2 | 28.87% | 2.5826 万亿 | 58 | 7 |
| 2026-07-09 | 62.4 | 60.7 | 45.04% | 2.9323 万亿 | 75 | 8 |
| 2026-07-10 | 58 | 58.7 | 68.32% | 3.4107 万亿 | 95 | 3 |
| 2026-07-13 | 10.8 | 33.3 | 14.50% | 2.8347 万亿 | 33 | 4 |
| 2026-07-14 | 62.4 | 70.4 | 76.23% | 2.7195 万亿 | 89 | 5 |
| 2026-07-15 | 41.5 | 57.5 | 60.65% | 2.5874 万亿 | 74 | 4 |
| 2026-07-16 | 33.7 | 51.9 | 45.24% | 2.4189 万亿 | 48 | 5 |
| 2026-07-17 | 24.8 | 41.5 | 8.73% | 2.6716 万亿 | 35 | 5 |
| 2026-07-20 | 34.8 | 44.8 | 31.50% | 2.7181 万亿 | 55 | 3 |
| 2026-07-21 | 66.2 | 62.5 | 56.24% | 2.9742 万亿 | 121 | 4 |
| 2026-07-22 | 29.2 | 47.3 | 27.69% | 2.6686 万亿 | 48 | 5 |
| 2026-07-23 | 60.4 | 82.5 | 77.09% | 2.2095 万亿 | 129 | 6 |
| 2026-07-24 | 16.4 | 37.6 | 10.04% | 1.9445 万亿 | 43 | 4 |
| 2026-07-27 | 80.7 | 74.1 | 94.06% | 2.0887 万亿 | 121 | 5 |
| 2026-07-28 | 36.8 | 57 | 47.12% | 2.0391 万亿 | 68 | 6 |
| 2026-07-29 | 76.5 | 67.2 | 76.99% | 2.3117 万亿 | 86 | 7 |
| 2026-07-30 | 34.8 | 52.9 | 31.98% | 2.3584 万亿 | 56 | 8 |
8 板
min(最高连板 / 7, 1) × 1556 家
min(涨停家数 / 100, 1) × 120.7088607594936709 比例
min(封板率 / 0.85, 1) × 120.12790697674418605 比例
min(晋级率 / 0.30, 1) × 12-0.0026846823529411766 收益率
clip((溢价 + 0.02) / 0.05, 0, 1) × 12{"limitDown":83,"largeLoss":605} 家
(1 − min(跌停 / 10, 1)) × 4.5 + (1 − min(跌逾7% / 30, 1)) × 4.50.31982633863965265 比例
min(advanceShare / 0.60, 1) × 9{"limitUp":56,"limitDown":83} 家
min(涨停 / 80, 1) × 4.5 + (1 − min(跌停 / 8, 1)) × 4.50.8955284178327552 倍
clip((倍数 − 0.70) / 0.50, 0, 1) × 10| 高位加速 | 211 | 3.82% | +6.47% | +4.85% |
| 趋势延续 | 643 | 11.63% | +1.47% | +1.38% |
| 低位修复 | 326 | 5.90% | +1.77% | +0.63% |
| 中间状态 | 4348 | 78.65% | -2.97% | -2.06% |
昨日涨停 86 家 · 今日晋级 11 家 · 晋级率 12.79%
| 爱丽家居 | 603221.SH | 轻工制造 | 8 | +9.98% |
| 传智教育 | 003032.SZ | 社会服务 | 4 | +10.03% |
| 明新旭腾 | 605068.SH | 汽车 | 4 | +9.99% |
| 一鸣食品 | 605179.SH | 食品饮料 | 3 | +9.99% |
| 海兴电力 | 603556.SH | 电力设备 | 2 | +9.98% |
| 金龙羽 | 002882.SZ | 电力设备 | 2 | +10.03% |
| *ST威领 | 002667.SZ | 机械设备 | 2 | +10.05% |
| 返利科技 | 600228.SH | 传媒 | 2 | +10.06% |
| 柳钢股份 | 601003.SH | 钢铁 | 2 | +9.97% |
| 均瑶健康 | 605388.SH | 食品饮料 | 2 | +10.07% |
| 高争民爆 | 002827.SZ | 基础化工 | 2 | +10.00% |
| 德明利 | 001309.SZ | 电子 | 1 | +10.00% |
| 海南海药 | 000566.SZ | 医药生物 | 1 | +9.98% |
| 江淮汽车 | 600418.SH | 汽车 | 1 | +10.01% |
| 双星新材 | 002585.SZ | 基础化工 | 1 | +10.04% |
| 恒尚节能 | 603137.SH | 建筑装饰 | 1 | +9.99% |
| 泛微网络 | 603039.SH | 计算机 | 1 | +9.99% |
| 普联软件 | 300996.SZ | 计算机 | 1 | +20.03% |
| 浙江世宝 | 002703.SZ | 汽车 | 1 | +10.02% |
| 利尔化学 | 002258.SZ | 基础化工 | 1 | +9.99% |
事件是可核对的观察条件,不从政策名称推导市场结论。
工信部官方通知明确先导计划实施周期为2026年6月1日至11月30日;本轮在未来窗口内观察官方试点、标准、风险案例和工具进展,不从政策名称直接推导产业或市场结论。
官方通知被修订、取消或调整实施期;截至实施期结束仍无官方试点、标准、案例或服务结果;或相关应用信息无法由官方文件、企业披露和场景数据交叉验证。
A股观察:AI治理与合规实施观察、工业AI、具身智能应用验证观察、数据、算法、模型服务生态观察
工信部官方计划给出2026年9月和广东省,但没有具体日期;待官方通知、议程或结果文件,并核对产品、客户和应用证据。
工信部通知取消、改期、改为其他月份,或活动只有方向性表述而没有可验证的对接、产品或场景信息。
A股观察:AI终端观察、端侧芯片与模组观察、软件与应用落地观察
国家统计局日程注记仅给出2026年9—10月预计发布时间,当前没有具体日期;待官方发布页出现日期和数据后核对研发投入、创新产出及产业分项。
官方日程取消或改期;或截至10月31日没有正式发布,或数据口径不能与产业和研发指标复核。
A股观察:科技政策与创新投入观察、AI、半导体和先进制造观察、成长风格与产业数据验证观察
European Central Bank Governing Council calendar →
ECB官方日历明确9月30日为非货币政策会议;不把它当作利率决议,只有出现官方公告及跨资产可复核变化时才记录研究线索。
官方日历改期;或没有公开信息,且欧元、利率、流动性和风险偏好数据不能形成独立验证。
A股观察:全球流动性观察、外需与汇率观察、风险偏好观察
八部门官方公告明确《金融产品网络营销管理办法》自2026年9月30日起施行。规则可能通过平台责任、营销流程、信息披露和系统合规改造影响金融信息服务观察;只核对正式实施口径、监管问答/案例、企业公告与业务数据,不从施行日直接推导个股或行情结论。
办法被延期、修订、废止或适用范围发生实质改变;实施后没有可核验的执行口径、监管案例或企业系统/业务变化;或这些证据与原观察传导链相互冲突。
A股观察:金融信息服务与网络营销合规观察、金融机构数字化、数据治理和风控系统观察、互联网平台金融业务边界与技术服务观察
官方日程列明9月30日;同时检查PMI分项、商品价格、行业宽度和成交结构。
官方日程更正或延期;或PMI信号只体现在总指数,关键分项和市场结构不支持同一观察问题。
A股观察:工业制造观察、出口链与供应链观察、原材料价格观察
Bank of Japan Monetary Policy Meetings →
日本银行官方表列明9月会合主要意见于10月1日公布;核对文本与9月会合声明及汇率/利率变化。
官方发布时间改期或未发布;或主要意见与会合声明、市场数据之间没有可复核关系。
A股观察:亚洲利率观察、汇率与外需观察、风险偏好观察
北交所官方公告明确10月1—7日休市、10月8日起开市,沪深安排交叉一致;按真实交易日复核假期前后指标。
交易所官方通知被修订,或沪深北交易所的休市/清算安排出现差异。
A股观察:交易节奏观察、流动性与跳空风险观察、跨市场信息传导观察
工信部官方计划给出2026年10月及杭州、北京地点,但没有具体日期;待官方通知、议程或结果文件并检查企业层证据。
工信部通知取消、改期、改为其他月份,或活动没有可核验的产品、客户、出货或应用信息。
A股观察:智能眼镜观察、显示与光学器件观察、端侧算力与传感器观察
Federal Reserve Monetary Policy →
Federal Reserve官方货币政策页明确10月7日发布9月15—16日FOMC会议纪要;核对纪要对通胀、就业、资产负债表和政策路径的措辞,并与美元、美债和风险偏好数据交叉验证。
官方页面改期或未发布;或纪要信息未改变政策预期,且美元、美债、黄金与A股相关观察之间没有可复核的同步变化。
A股观察:科技估值观察、黄金与有色观察、人民币资产风险偏好观察
SEMI官方活动日历列明会议为10月12—15日;只核对公开议程、技术文件和企业验证,不从会议名称推导行情。
官方日历改期或取消;或没有公开技术文件、议程或企业可验证信息。
A股观察:半导体设备材料观察、先进制造标准观察、供应链兼容性观察
SEMI官方活动日历明确SEMICON West 2026为10月13—15日;核对展商、产品、资本开支、客户和订单证据。
官方日历改期或取消;或只有展会规模和叙事,没有产品、客户、资本开支或订单证据。
A股观察:半导体设备观察、先进封装与测试观察、硅光与AI算力链观察
Federal Reserve Board 2026年10月官方日历 →
Federal Reserve官方2026年10月日历明确10月14日14:00发布Beige Book;发布后核对区域调查与工业、就业、通胀和信贷数据的一致性,不把定性反馈直接转成A股结论。
Federal Reserve官方日历改期或撤回;或报告与可用宏观数据无法交叉验证,未形成可重复的区域活动、价格或信贷信号。
A股观察:全球需求与制造业景气观察、海外金融条件观察、A股外部宏观传导观察
官方日程列明10月14日;核对CPI、核心CPI、PPI分项与前月变化,并检查行业传导证据。
官方日程更正或延期;或价格变化仅为单月噪声,无法由分项、工业数据或后续观察验证。
A股观察:消费价格观察、资源与制造成本观察、名义增长观察
SEMI官方活动日历明确Test Vision Symposium 2026于2026年10月14—15日在旧金山举行;只观察测试、计量、机器视觉和可靠性议程,以及可由厂商资料、客户验证、产品发布或后续公司披露交叉核对的证据。
SEMI官方日历改期或取消;或活动只有泛化主题,没有可复核的技术议程、产品演示、客户验证、订单或后续公司披露。
A股观察:半导体测试设备观察、机器视觉与检测观察、先进封装与可靠性验证观察
官方日程列明10月19日;按季度总量和分项核对,并观察行业宽度、成交与价格是否出现可复核的结构变化。
官方日程更正或延期;或季度总量、分项与行业结构之间缺少一致证据。
A股观察:顺周期观察、地产与投资链观察、内需与消费观察
官方日程列明10月20日;核对行业增加值与前一日国民经济数据的口径衔接,并检查行业宽度是否提供独立支持。
官方日程更正或延期;或数据口径、行业分组变化使跨期比较不可复核。
A股观察:行业景气结构观察、制造业与服务业分化观察、周期位置观察
NVIDIA官方业绩会文字记录明确其将于2026年10月21日在GTC Berlin发表主题演讲。产品或生态信息可能通过开发者采用、客户部署、订单交付和供应链数据传导至A股观察结构;只核对官方议程/演讲、客户公告和后续经营数据,不从会议名称直接推导行情。
官方活动被取消、改期或没有可归因的公开信息;只有产品叙事而缺少客户部署、订单、收入或交付证据;或后续数据无法支持原观察传导链。
A股观察:AI算力与软件生态观察、机器人、工业AI和物理AI应用观察、半导体、服务器网络和先进封装供应链观察
ECB官方统计日历明确2026年10月27日10:00 CET发布参考期为2026年9月的欧元区货币发展数据(BSI);需以正式分项、欧洲利率、欧元和A股可观测数据进行交叉验证。
ECB官方日历改期、取消或更换数据集;或正式分项、欧洲利率、欧元与A股观察之间没有可复核的金融条件传导证据。
A股观察:全球流动性与汇率观察、外部利率敏感资产观察、跨市场金融条件观察
Federal Reserve FOMC calendar →
Federal Reserve官方会议日历列明10月27—28日;核对声明、记者会和跨资产反应,不从会议名称直接推导行业结论。
官方日历改期;或政策信息没有改变利率预期且跨资产反应不一致。
A股观察:科技估值观察、黄金与有色观察、人民币资产风险偏好观察
官方日程列明10月27日;检查利润、营收、成本及行业分项,并与价格和产量数据交叉验证。
官方日程更正或延期;或利润变化无法在成本、价格、产量和行业分项中得到支持。
A股观察:工业盈利观察、中游制造观察、资源品与设备链观察
European Central Bank Governing Council calendar →
ECB官方日历列明10月28—29日货币政策会议及发布会;核对政策声明与跨资产价格反应。
官方日历改期;或政策结果和跨资产反应明显背离,无法形成可验证的全球金融条件线索。
A股观察:全球利率与估值观察、外需与汇率观察、风险偏好观察
Bank of Japan Monetary Policy Meetings →
日本银行官方2026年会合表列明10月29—30日;核对政策声明、展望报告和市场反应。
官方会合表改期;或政策结果、汇率、利率和风险偏好数据无法互相验证。
A股观察:全球利率观察、汇率与外需观察、风险偏好观察
官方日程列明10月31日;核对PMI关键分项与行业宽度、成交和价格的同步性。
官方日程更正或延期;或总指数变化没有分项和行业数据支持。
A股观察:制造业景气观察、工业品价格观察、周期行业扩散观察
SEMI官方活动页明确ITPC 2026于2026年11月1日至4日在夏威夷举行,并列出Markets & Applications、Technology、Trade & Politics等议题;研究只核对正式议程、公司披露、订单/产能/交付和产业数据,不把高管发言直接转成市场结论。
SEMI官方活动页改期、取消或议程实质变更;活动只有主题叙事而没有可复核的公司披露、产业数据或后续落地;或跨来源信息彼此冲突且无法解释。
A股观察:AI算力与半导体设备材料观察、先进封装、测试与关键零部件观察、全球供应链与国产替代验证观察
Bank of Japan Monetary Policy Meetings →
日本银行官方表列明9月会合议事要旨于11月5日公布;核对其相对主要意见和政策声明的新增信息。
官方发布时间改期或未发布;或文本无法提供可复核的政策条件变化。
A股观察:亚洲利率观察、汇率与外需观察、全球风险偏好观察
假设按归档日投影,隐藏之后结算的结果;事件日历为当前维护资料。
未确认判断单独统计,证据不足单列;分母为已结算条数,近20交易日按结算日。
共 0 条假设
数据生成于 2026-10-05T13:01:58.052513+08:00。方向采用成分快照,历史重算须核对成员采集日期。