{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "9efe0b6f1f1c0e6a5ee9086f929d65a2189faeeaee60e180622c7c6f8e8bb7e1", "tradingDate": "2026-09-28", "createdAt": "2026-09-28T16:43:05.987817+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-09-28", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20260928/c680312392.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-09-28", "retrievedAt": "2026-09-28T16:43:05.954573+08:00", "contentSha256": "4ca0a99db294cc6b30aef39ca550dc45bdbd4239eee435bf93ca2fe349b45ae9", "excerpt": "当日A股市场共有885只个股上涨，4486只下跌，105只持平。其中81只个股涨超5%，852只个股跌超5%；34只个股涨停，60只个股跌停", "tables": [ [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "汽车整车（881125）", "1.72", "133.90", "1.39", "-0.25" ], [ "2", "小家电（881173）", "1.20", "45.25", "4.48", "3.73" ], [ "3", "风电设备（881280）", "0.85", "155.06", "1.34", "0.89" ], [ "4", "养殖业（881102）", "0.20", "64.64", "-1.22", "1.75" ], [ "5", "油气开采及服务（881107）", "-0.01", "43.75", "-0.75", "-1.57" ], [ "6", "生物制品（881142）", "-0.08", "156.90", "4.89", "0.18" ], [ "7", "饮料制造（881133）", "-0.10", "102.95", "0.75", "1.43" ], [ "8", "电力", "-0.14", "276.35", "-3.10", "-2.14" ], [ "9", "银行", "-0.21", "267.98", "-0.21", "3.86" ], [ "10", "中药", "-0.22", "83.59", "0.48", "-4.28" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "元件（881270）", "-6.84", "988.04", "-6.35", "9.75" ], [ "2", "通信设备（881129）", "-6.13", "1336.57", "-7.73", "-1.23" ], [ "3", "电子化学品（881172）", "-5.88", "366.07", "-7.27", "-6.86" ], [ "4", "非金属材料（881167）", "-5.63", "67.70", "-3.92", "-1.97" ], [ "5", "贵金属（881169）", "-5.62", "192.18", "-13.00", "-9.90" ], [ "6", "其他电子（881123）", "-5.26", "162.49", "-5.78", "-3.12" ], [ "7", "半导体（881121）", "-4.69", "2262.25", "-4.65", "-2.23" ], [ "8", "其他电源设备（881282）", "-4.58", "136.43", "-5.01", "-4.65" ], [ "9", "消费电子（881124）", "-4.28", "408.43", "-4.66", "-2.10" ], [ "10", "军工电子（881276）", "-4.24", "192.12", "-3.35", "-4.69" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "2262.25", "-4.69", "-4.65", "-2.23" ], [ "通信设备（881129）", "1336.57", "-6.13", "-7.73", "-1.23" ], [ "元件（881270）", "988.04", "-6.84", "-6.35", "9.75" ], [ "通用设备（881117）", "618.35", "-2.89", "-0.98", "0.11" ], [ "光学光电子（881122）", "500.65", "-2.77", "-2.52", "0.74" ], [ "电池", "443.36", "-3.13", "-5.02", "-8.97" ], [ "汽车零部件（881126）", "438.72", "-1.82", "-0.90", "-2.64" ], [ "消费电子（881124）", "408.43", "-4.28", "-4.66", "-2.10" ], [ "自动化设备（881171）", "386.38", "-3.71", "-4.00", "-3.66" ], [ "专用设备（881118）", "366.38", "-2.70", "-2.98", "-1.73" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "厨卫电器（881174）", "9.73", "-1.67", "1.28", "4.22" ], [ "贸易", "12.26", "-1.43", "-1.41", "-0.63" ], [ "黑色家电（881132）", "17.48", "-2.68", "-3.79", "0.78" ], [ "造纸（881137）", "23.29", "-1.56", "-2.36", "-0.62" ], [ "燃气", "25.06", "-0.39", "-0.67", "1.34" ], [ "轨交设备（881269）", "27.33", "-1.22", "0.34", "1.40" ], [ "橡胶制品（881266）", "29.53", "-3.55", "-3.48", "2.82" ], [ "汽车服务及其他（881128）", "30.10", "-1.38", "-0.90", "2.34" ], [ "机场航运（881151）", "30.49", "-0.97", "-1.83", "-4.03" ], [ "教育", "30.70", "-3.71", "-0.24", "5.10" ] ] ], "facts": { "breadth": { "up": 885, "down": 4486, "flat": 105, "up5": 81, "down5": 852, "limitUp": 34, "limitDown": 60 }, "sectors": [ { "name": "汽车整车", "return1dPct": 1.72, "turnoverYi": 133.9, "return5dPct": 1.39, "return30dPct": -0.25 }, { "name": "小家电", "return1dPct": 1.2, "turnoverYi": 45.25, "return5dPct": 4.48, "return30dPct": 3.73 }, { "name": "风电设备", "return1dPct": 0.85, "turnoverYi": 155.06, "return5dPct": 1.34, "return30dPct": 0.89 }, { "name": "养殖业", "return1dPct": 0.2, "turnoverYi": 64.64, "return5dPct": -1.22, "return30dPct": 1.75 }, { "name": "油气开采及服务", "return1dPct": -0.01, "turnoverYi": 43.75, "return5dPct": -0.75, "return30dPct": -1.57 }, { "name": "生物制品", "return1dPct": -0.08, "turnoverYi": 156.9, "return5dPct": 4.89, "return30dPct": 0.18 }, { "name": 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"return30dPct": 2.34 }, { "name": "机场航运", "return1dPct": -0.97, "turnoverYi": 30.49, "return5dPct": -1.83, "return30dPct": -4.03 }, { "name": "教育", "return1dPct": -3.71, "turnoverYi": 30.7, "return5dPct": -0.24, "return30dPct": 5.1 } ] }, "excerptDigest": "2f374765d09185871d0bfa85f8c8acca181c022311e407fcc6a03c22d33bc97d" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-09-28T16:43:05.987432+08:00", "contextDigest": "a635562cc103cb5a8cdd6c078132ea15da5f4e56f0365b958a54477717515b7e" }, "mode": "before_next_open", "analysis": { "headline": "回升不等于转强，风险仍大于全面反弹机会", "conclusion": "我的判断：下一交易日先按偏弱震荡看，反弹首先是修复，不是新一轮普涨的起点。当前值得优先研究的是汽车整车、小家电，重点是它们的强势能否延续，而不是把跌得多当作机会。", "keyFacts": [ { "label": "下跌个股占比", "value": "81.9%", "note": "4486 跌 / 885 涨" }, { "label": "沪深300近20日", "value": "-5.82%", "note": "收盘 4340.76" }, { "label": "中证1000相对沪深300", "value": "-1.43 个百分点", "note": "前日 -0.53 个百分点" } ], "drivers": [ { "title": "内部放大：指数跌幅没有反映大多数股票的压力", "text": "上证跌1.67%，但同花顺统计中4486只下跌、885只上涨，下跌占81.9%。这意味着靠分散买入来等待普涨，当前胜算并不占优。要确认修复，先看上涨股票是否明显增多，而不只是权重指数止跌。", "sources": [ "breadth" ] }, { "title": "小盘更弱，不宜把大盘企稳外推到小市值股票", "text": "中证1000-3.65%，沪深300-2.22%，相差-1.43个百分点；前日差值为-0.53个百分点。小盘相对弱势还在扩大。小市值公司的盈利增长和现金流必须单独核对，低PEG并不能抵消价格趋势与流动性压力。", "sources": [ "sh000852", "sh000300" ] }, { "title": "低位有承接，但离趋势修复还有距离", "text": "上证从日内低点3806.67回到3823.62，回升16.95点；创业板从3125.20回到3139.82。不过，上证20日均线在3920.31，创业板20日均线在3332.06。收盘仍在均线下方，说明抛压缓解不等于趋势已经扭转。", "sources": [ "sh000001", "sz399006" ] } ], "chain": [ "指数走势分化", "相对强弱改变", "观察修复能否扩散" ], "sectors": [ { "name": "汽车整车", "return1dPct": 1.72, "turnoverYi": 133.9, "return5dPct": 1.39, "return30dPct": -0.25 }, { "name": "小家电", "return1dPct": 1.2, "turnoverYi": 45.25, "return5dPct": 4.48, "return30dPct": 3.73 }, { "name": "风电设备", "return1dPct": 0.85, "turnoverYi": 155.06, "return5dPct": 1.34, "return30dPct": 0.89 }, { "name": "养殖业", "return1dPct": 0.2, "turnoverYi": 64.64, "return5dPct": -1.22, "return30dPct": 1.75 }, { 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443.36, "return5dPct": -5.02, "return30dPct": -8.97 }, { "name": "汽车零部件", "return1dPct": -1.82, "turnoverYi": 438.72, "return5dPct": -0.9, "return30dPct": -2.64 }, { "name": "自动化设备", "return1dPct": -3.71, "turnoverYi": 386.38, "return5dPct": -4.0, "return30dPct": -3.66 }, { "name": "专用设备", "return1dPct": -2.7, "turnoverYi": 366.38, "return5dPct": -2.98, "return30dPct": -1.73 }, { "name": "厨卫电器", "return1dPct": -1.67, "turnoverYi": 9.73, "return5dPct": 1.28, "return30dPct": 4.22 }, { "name": "贸易", "return1dPct": -1.43, "turnoverYi": 12.26, "return5dPct": -1.41, "return30dPct": -0.63 }, { "name": "黑色家电", "return1dPct": -2.68, "turnoverYi": 17.48, "return5dPct": -3.79, "return30dPct": 0.78 }, { "name": "造纸", "return1dPct": -1.56, "turnoverYi": 23.29, "return5dPct": -2.36, "return30dPct": -0.62 }, { "name": "燃气", "return1dPct": -0.39, "turnoverYi": 25.06, "return5dPct": -0.67, "return30dPct": 1.34 }, { "name": "轨交设备", "return1dPct": -1.22, "turnoverYi": 27.33, "return5dPct": 0.34, "return30dPct": 1.4 }, { "name": "橡胶制品", "return1dPct": -3.55, "turnoverYi": 29.53, "return5dPct": -3.48, "return30dPct": 2.82 }, { "name": "汽车服务及其他", "return1dPct": -1.38, "turnoverYi": 30.1, "return5dPct": -0.9, "return30dPct": 2.34 }, { "name": "机场航运", "return1dPct": -0.97, "turnoverYi": 30.49, "return5dPct": -1.83, "return30dPct": -4.03 }, { "name": "教育", "return1dPct": -3.71, "turnoverYi": 30.7, "return5dPct": -0.24, "return30dPct": 5.1 } ], "leaders": [ { "name": "汽车整车", "return1dPct": 1.72, "turnoverYi": 133.9, "return5dPct": 1.39, "return30dPct": -0.25 }, { "name": "小家电", "return1dPct": 1.2, "turnoverYi": 45.25, "return5dPct": 4.48, "return30dPct": 3.73 }, { "name": "风电设备", "return1dPct": 0.85, "turnoverYi": 155.06, "return5dPct": 1.34, "return30dPct": 0.89 } ], "laggards": [ { "name": "元件", "return1dPct": -6.84, "turnoverYi": 988.04, "return5dPct": -6.35, "return30dPct": 9.75 }, { "name": "通信设备", "return1dPct": -6.13, "turnoverYi": 1336.57, "return5dPct": -7.73, "return30dPct": -1.23 }, { "name": "电子化学品", "return1dPct": -5.88, "turnoverYi": 366.07, "return5dPct": -7.27, "return30dPct": -6.86 } ], "sectorSummary": "强势集中在汽车整车、小家电，不能概括成整个科技板块转强。半导体成交活跃也不代表上涨，成交与方向要一起看。", "opportunities": [ { "title": "汽车整车：优先观察强势延续", "text": "当日+1.72%，近5日+1.39%，近30日-0.25%。它已经在弱市中体现相对强度；研究重点是上涨能否由盈利和订单兑现支持，而非只靠题材延续。", "condition": "下一交易日仍强于大盘，并从少数个股扩散到板块；若明显转弱，这条线索降级。", "sources": [ "breadth" ] }, { "title": "小家电：观察能否跟上主线", "text": "当日+1.20%，近5日+4.48%，近30日+3.73%。它已经在弱市中体现相对强度；研究重点是上涨能否由盈利和订单兑现支持，而非只靠题材延续。", "condition": "下一交易日仍强于大盘，并从少数个股扩散到板块；若明显转弱，这条线索降级。", "sources": [ "breadth" ] }, { "title": "小盘修复：等相对强弱先改变", "text": "本期中证1000相对沪深300-1.43个百分点。如果这个差值继续为负，仅凭跌幅大就判断错杀，容易把弱势误当便宜。", "condition": "先看中证1000不再跑输沪深300，再研究业绩与现金流能支撑估值的公司。", "sources": [ "sh000852", "sh000300" ] } ], "risks": [ { "title": "修复失败", "text": "上证3806.67是本期日内低点。若下一交易日收盘跌破，说明这次承接被否定，下行风险应上调。", "sources": [ "sh000001" ] }, { "title": "强势方向也有回撤压力", "text": "领涨的汽车整车近30日已涨-0.25%，强势与低风险是两回事。若高位放量却不能继续走强，要警惕收益预期回落。", "sources": [ "breadth" ] } ], "scenarios": [ { "label": "主判断", "title": "偏弱震荡，反弹先看修复", "text": "上证若守住3806.67但仍未收复3920.31，维持当前判断。同时看中证1000与沪深300的差值是否改善；小盘继续跑输时，不能把大盘回升当成全面机会。" }, { "label": "转强条件", "title": "价格修复与风格改善同时出现", "text": "上证收复3920.31（本期20日均线），且中证1000不再跑输沪深300，才把判断向更广泛修复调整。" }, { "label": "转弱条件", "title": "前低失守，承接被否定", "text": "上证收盘跌破3806.67，或小盘相对弱势进一步扩大，当前修复假设降级。不能用盘中拉升抵消收盘走弱。" } ], "technical": [ { "id": "sh000001", "name": "上证指数", "ma5": 3910.11, "ma10": 3897.92, "ma20": 3920.31, "recoveryFromLowPct": 0.45 }, { "id": "sh000300", "name": "沪深300", "ma5": 4476.27, "ma10": 4475.93, "ma20": 4520.47, "recoveryFromLowPct": 0.4 }, { "id": "sh000905", "name": "中证500", "ma5": 7699.52, "ma10": 7676.85, "ma20": 7715.65, "recoveryFromLowPct": 0.51 }, { "id": "sh000852", "name": "中证1000", "ma5": 7627.05, "ma10": 7586.51, "ma20": 7599.08, "recoveryFromLowPct": 0.66 }, { "id": "sz399006", "name": "创业板指", "ma5": 3321.58, "ma10": 3312.39, "ma20": 3332.06, "recoveryFromLowPct": 0.47 }, { "id": "sh000688", "name": "科创50", "ma5": 1632.24, "ma10": 1611.66, "ma20": 1608.19, "recoveryFromLowPct": 0.45 } ], "overnight": null, "breadth": { "up": 885, "down": 4486, "flat": 105, "up5": 81, "down5": 852, "limitUp": 34, "limitDown": 60 }, "strategy": "对小市值 + 低PEG研究：先排查利润是不是一次性、经营现金流能否跟上、成交是否足以承接波动。优先研究有业绩支撑的相对强势公司；不因指数回升、跌幅大或估值低就直接得出便宜的结论。" }, "readingDigest": "044b36daa1ec3f21a34471bb56532d9d9d0d441d69e4b0bb6d19ec3e941e8537" }