{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "de7c77fabfe298ca2741001262d049534cfedf6fae0bc94b55d3313f11745956", "tradingDate": "2026-09-29", "createdAt": "2026-09-29T15:59:06.254914+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-09-29", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20260929/c680358576.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-09-29", "retrievedAt": "2026-09-29T15:59:06.223151+08:00", "contentSha256": "b0a67d767303b2ba8fdbafaa22cfafed21b54464e8d75ecfc6258820d90dd9c7", "excerpt": "当日A股市场共有3421只个股上涨，1910只下跌，147只持平。其中211只个股涨超5%，66只个股跌超5%；57只个股涨停，12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", "元件（881270）", "4.42", "832.23", "-4.50", "10.31" ], [ "2", "房地产（881153）", "3.82", "277.69", "1.30", "6.06" ], [ "3", "电池", "3.79", "499.86", "-1.54", "-7.67" ], [ "4", "文化传媒（881164）", "3.16", "264.66", "0.10", "4.62" ], [ "5", "影视院线（881274）", "2.35", "72.59", "-2.29", "5.35" ], [ "6", "工业金属（881168）", "2.00", "188.17", "-4.29", "-5.57" ], [ "7", "IT服务（881271）", "1.80", "255.00", "-1.84", "-4.66" ], [ "8", "能源金属（881267）", "1.66", "75.13", "-6.15", "-15.30" ], [ "9", "游戏（881275）", "1.49", "47.80", "-3.33", "-6.43" ], [ "10", "贵金属（881169）", "1.44", "146.08", "-10.45", "-11.51" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "种植业与林业（881101）", "-0.93", "87.79", "-7.14", "11.60" ], [ "2", "油气开采及服务（881107）", "-0.74", "32.54", "-4.28", "-3.42" ], [ "3", "煤炭开采加工（881105）", "-0.67", "117.41", "-2.43", "2.68" ], [ "4", "港口航运（881148）", "-0.56", "91.24", "-3.87", "3.08" ], [ "5", "燃气", "-0.53", "21.32", "-3.05", "-0.39" ], [ "6", "石油加工贸易（881180）", "-0.49", "56.49", "-3.38", "3.22" ], [ "7", "农产品加工（881103）", "-0.43", "56.93", "-4.31", "3.18" ], [ "8", "电子化学品（881172）", "-0.28", "304.43", "-7.79", "-11.62" ], [ "9", "造纸（881137）", "-0.25", "19.13", "-4.11", "-1.92" ], [ "10", "生物制品（881142）", "-0.24", "152.56", "-0.00", "-0.20" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "1727.86", "0.49", "-4.40", "-6.30" ], [ "通信设备（881129）", "1007.56", "0.98", "-8.45", "-3.24" ], [ "元件（881270）", "832.23", "4.42", "-4.50", "10.31" ], [ "电池", "499.86", "3.79", "-1.54", "-7.67" ], [ "通用设备（881117）", "461.16", "0.11", "-2.57", "-2.31" ], [ "汽车零部件（881126）", "363.37", "0.62", "-1.97", "-3.73" ], [ "光学光电子（881122）", "354.44", "0.38", "-4.03", "-1.50" ], [ "化学制药（881140）", "338.20", "0.13", "-2.99", "-4.66" ], [ "电子化学品（881172）", "304.43", "-0.28", "-7.79", "-11.62" ], [ "化学制品（881109）", "289.38", "0.27", "-3.27", "-2.60" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "贸易", "8.64", "0.17", "-2.92", "-1.57" ], [ "厨卫电器（881174）", "9.83", "0.30", "0.12", "4.16" ], [ "黑色家电（881132）", "11.72", "0.85", "-3.20", "0.73" ], [ "机场航运（881151）", "17.79", "-0.07", "-2.89", "-4.34" ], [ "造纸（881137）", "19.13", "-0.25", "-4.11", "-1.92" ], [ "轨交设备（881269）", "20.11", "1.00", "-0.61", "0.86" ], [ "燃气", "21.32", "-0.53", "-3.05", "-0.39" ], [ "教育", "22.77", "0.54", "-1.94", "4.89" ], [ "汽车服务及其他（881128）", "24.71", "0.64", "-1.84", "1.59" ], [ "橡胶制品（881266）", "24.88", "0.59", "-4.59", "0.81" ] ] ], "facts": { "breadth": { "up": 3421, "down": 1910, "flat": 147, "up5": 211, "down5": 66, "limitUp": 57, "limitDown": 12 }, "sectors": [ { "name": "元件", "return1dPct": 4.42, "turnoverYi": 832.23, "return5dPct": -4.5, "return30dPct": 10.31 }, { "name": "房地产", "return1dPct": 3.82, "turnoverYi": 277.69, "return5dPct": 1.3, "return30dPct": 6.06 }, { "name": "电池", "return1dPct": 3.79, "turnoverYi": 499.86, "return5dPct": -1.54, "return30dPct": -7.67 }, { "name": "文化传媒", "return1dPct": 3.16, "turnoverYi": 264.66, "return5dPct": 0.1, "return30dPct": 4.62 }, { "name": "影视院线", "return1dPct": 2.35, "turnoverYi": 72.59, "return5dPct": -2.29, "return30dPct": 5.35 }, { "name": "工业金属", "return1dPct": 2.0, "turnoverYi": 188.17, "return5dPct": -4.29, "return30dPct": -5.57 }, { "name": "IT服务", "return1dPct": 1.8, "turnoverYi": 255.0, "return5dPct": -1.84, "return30dPct": -4.66 }, { "name": "能源金属", "return1dPct": 1.66, "turnoverYi": 75.13, "return5dPct": -6.15, "return30dPct": -15.3 }, { "name": "游戏", "return1dPct": 1.49, "turnoverYi": 47.8, "return5dPct": -3.33, "return30dPct": -6.43 }, { "name": "贵金属", "return1dPct": 1.44, "turnoverYi": 146.08, "return5dPct": -10.45, "return30dPct": -11.51 }, { "name": "种植业与林业", "return1dPct": -0.93, "turnoverYi": 87.79, "return5dPct": -7.14, "return30dPct": 11.6 }, { "name": "油气开采及服务", "return1dPct": -0.74, "turnoverYi": 32.54, "return5dPct": -4.28, "return30dPct": -3.42 }, { "name": "煤炭开采加工", "return1dPct": -0.67, "turnoverYi": 117.41, "return5dPct": -2.43, "return30dPct": 2.68 }, { "name": "港口航运", "return1dPct": -0.56, "turnoverYi": 91.24, "return5dPct": -3.87, "return30dPct": 3.08 }, { "name": "燃气", "return1dPct": -0.53, "turnoverYi": 21.32, "return5dPct": -3.05, "return30dPct": -0.39 }, { "name": "石油加工贸易", "return1dPct": -0.49, "turnoverYi": 56.49, "return5dPct": -3.38, "return30dPct": 3.22 }, { "name": "农产品加工", "return1dPct": -0.43, "turnoverYi": 56.93, "return5dPct": -4.31, "return30dPct": 3.18 }, { "name": "电子化学品", "return1dPct": -0.28, "turnoverYi": 304.43, "return5dPct": -7.79, "return30dPct": -11.62 }, { "name": "造纸", "return1dPct": -0.25, "turnoverYi": 19.13, "return5dPct": -4.11, "return30dPct": -1.92 }, { "name": "生物制品", "return1dPct": -0.24, "turnoverYi": 152.56, "return5dPct": -0.0, "return30dPct": -0.2 }, { "name": "半导体", "return1dPct": 0.49, "turnoverYi": 1727.86, "return5dPct": -4.4, "return30dPct": -6.3 }, { "name": "通信设备", "return1dPct": 0.98, "turnoverYi": 1007.56, "return5dPct": -8.45, "return30dPct": -3.24 }, { "name": "通用设备", "return1dPct": 0.11, "turnoverYi": 461.16, "return5dPct": -2.57, "return30dPct": -2.31 }, { "name": "汽车零部件", "return1dPct": 0.62, "turnoverYi": 363.37, "return5dPct": -1.97, "return30dPct": -3.73 }, { "name": "光学光电子", "return1dPct": 0.38, "turnoverYi": 354.44, "return5dPct": -4.03, "return30dPct": -1.5 }, { "name": "化学制药", "return1dPct": 0.13, "turnoverYi": 338.2, "return5dPct": -2.99, "return30dPct": -4.66 }, { "name": "化学制品", "return1dPct": 0.27, "turnoverYi": 289.38, "return5dPct": -3.27, "return30dPct": -2.6 }, { "name": "贸易", "return1dPct": 0.17, "turnoverYi": 8.64, "return5dPct": -2.92, "return30dPct": -1.57 }, { "name": "厨卫电器", "return1dPct": 0.3, "turnoverYi": 9.83, "return5dPct": 0.12, "return30dPct": 4.16 }, { "name": "黑色家电", "return1dPct": 0.85, "turnoverYi": 11.72, "return5dPct": -3.2, "return30dPct": 0.73 }, { "name": "机场航运", "return1dPct": -0.07, "turnoverYi": 17.79, "return5dPct": -2.89, "return30dPct": -4.34 }, { "name": "轨交设备", "return1dPct": 1.0, "turnoverYi": 20.11, "return5dPct": -0.61, "return30dPct": 0.86 }, { "name": "教育", "return1dPct": 0.54, "turnoverYi": 22.77, "return5dPct": -1.94, "return30dPct": 4.89 }, { "name": "汽车服务及其他", "return1dPct": 0.64, "turnoverYi": 24.71, "return5dPct": -1.84, "return30dPct": 1.59 }, { "name": "橡胶制品", "return1dPct": 0.59, "turnoverYi": 24.88, "return5dPct": -4.59, "return30dPct": 0.81 } ] }, "excerptDigest": "63ac7350cd245915f6c15db1314249e23976af3d3a9a5798d6400b5d7312b26a" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-09-29T15:59:06.254584+08:00", "contextDigest": "6e0670534c4f4d589c2da9fda8ff7b2ba860e2ef424aa21d40e3b0a5d6467255" }, "mode": "before_next_open", "analysis": { "headline": "指数仍在分化，机会取决于强势方向能否扩散", "conclusion": "我的判断：下一交易日仍以分化看待，先分清强弱方向，不把指数反弹等同于所有股票的机会。当前值得优先研究的是元件、房地产，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": "34.9%", "note": "1910 跌 / 3421 涨" }, { "label": "沪深300近20日", "value": "-6.05%", "note": "收盘 4345.21" }, { "label": "中证1000相对沪深300", "value": "+0.32 个百分点", "note": "前日 -1.43 个百分点" } ], "drivers": [ { "title": "参与范围：指数方向与个股表现要一起看", "text": "上证当日+0.18%；同花顺统计中3421只上涨、1910只下跌、147只持平。上涨能否延续，要看参与范围是否扩大；若只有少数方向上涨，应继续按结构性行情判断。", "sources": [ "breadth" ] }, { "title": "小盘相对占优，下一步看强势是否保持", "text": "中证1000+0.43%，沪深300+0.10%，相差+0.32个百分点；前日差值为-1.43个百分点。当前相对强弱已出现变化，不能沿用上一期排序。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": "收盘位置决定修复的成色", "text": "上证从日内低点3810.81回到3830.45，回升19.64点；创业板从3128.48回到3142.56。不过，上证20日均线在3912.52，创业板20日均线在3317.25。下一交易日要看收盘能否继续保持在关键均线上方。", "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": "元件", "return1dPct": 4.42, "turnoverYi": 832.23, "return5dPct": -4.5, "return30dPct": 10.31 }, { "name": "房地产", "return1dPct": 3.82, "turnoverYi": 277.69, "return5dPct": 1.3, "return30dPct": 6.06 }, { "name": "电池", "return1dPct": 3.79, "turnoverYi": 499.86, "return5dPct": -1.54, "return30dPct": -7.67 }, { "name": "文化传媒", "return1dPct": 3.16, "turnoverYi": 264.66, "return5dPct": 0.1, "return30dPct": 4.62 }, { "name": "影视院线", "return1dPct": 2.35, "turnoverYi": 72.59, "return5dPct": -2.29, "return30dPct": 5.35 }, { "name": "工业金属", "return1dPct": 2.0, "turnoverYi": 188.17, "return5dPct": -4.29, "return30dPct": -5.57 }, { "name": "IT服务", "return1dPct": 1.8, "turnoverYi": 255.0, "return5dPct": -1.84, "return30dPct": -4.66 }, { "name": "能源金属", "return1dPct": 1.66, "turnoverYi": 75.13, "return5dPct": -6.15, "return30dPct": -15.3 }, { "name": "游戏", "return1dPct": 1.49, "turnoverYi": 47.8, "return5dPct": -3.33, "return30dPct": -6.43 }, { "name": "贵金属", "return1dPct": 1.44, "turnoverYi": 146.08, "return5dPct": -10.45, "return30dPct": -11.51 }, { "name": "种植业与林业", "return1dPct": -0.93, "turnoverYi": 87.79, "return5dPct": -7.14, "return30dPct": 11.6 }, { "name": "油气开采及服务", "return1dPct": -0.74, "turnoverYi": 32.54, "return5dPct": -4.28, "return30dPct": -3.42 }, { "name": "煤炭开采加工", "return1dPct": -0.67, "turnoverYi": 117.41, "return5dPct": -2.43, "return30dPct": 2.68 }, { "name": "港口航运", "return1dPct": -0.56, "turnoverYi": 91.24, "return5dPct": -3.87, "return30dPct": 3.08 }, { "name": "燃气", "return1dPct": -0.53, "turnoverYi": 21.32, "return5dPct": -3.05, "return30dPct": -0.39 }, { "name": "石油加工贸易", "return1dPct": -0.49, "turnoverYi": 56.49, "return5dPct": -3.38, "return30dPct": 3.22 }, { "name": "农产品加工", "return1dPct": -0.43, "turnoverYi": 56.93, "return5dPct": -4.31, "return30dPct": 3.18 }, { "name": "电子化学品", "return1dPct": -0.28, "turnoverYi": 304.43, "return5dPct": -7.79, "return30dPct": -11.62 }, { "name": "造纸", "return1dPct": -0.25, "turnoverYi": 19.13, "return5dPct": -4.11, "return30dPct": -1.92 }, { "name": "生物制品", "return1dPct": -0.24, "turnoverYi": 152.56, "return5dPct": -0.0, "return30dPct": -0.2 }, { "name": "半导体", "return1dPct": 0.49, "turnoverYi": 1727.86, "return5dPct": -4.4, "return30dPct": -6.3 }, { "name": "通信设备", "return1dPct": 0.98, "turnoverYi": 1007.56, "return5dPct": -8.45, "return30dPct": -3.24 }, { "name": "通用设备", "return1dPct": 0.11, "turnoverYi": 461.16, "return5dPct": -2.57, "return30dPct": -2.31 }, { "name": "汽车零部件", "return1dPct": 0.62, "turnoverYi": 363.37, "return5dPct": -1.97, "return30dPct": -3.73 }, { "name": "光学光电子", "return1dPct": 0.38, "turnoverYi": 354.44, "return5dPct": -4.03, "return30dPct": -1.5 }, { "name": "化学制药", "return1dPct": 0.13, "turnoverYi": 338.2, "return5dPct": -2.99, "return30dPct": -4.66 }, { "name": "化学制品", "return1dPct": 0.27, "turnoverYi": 289.38, "return5dPct": -3.27, "return30dPct": -2.6 }, { "name": "贸易", "return1dPct": 0.17, "turnoverYi": 8.64, "return5dPct": -2.92, "return30dPct": -1.57 }, { "name": "厨卫电器", "return1dPct": 0.3, "turnoverYi": 9.83, "return5dPct": 0.12, "return30dPct": 4.16 }, { "name": "黑色家电", "return1dPct": 0.85, "turnoverYi": 11.72, "return5dPct": -3.2, "return30dPct": 0.73 }, { "name": "机场航运", "return1dPct": -0.07, "turnoverYi": 17.79, "return5dPct": -2.89, "return30dPct": -4.34 }, { "name": "轨交设备", "return1dPct": 1.0, "turnoverYi": 20.11, "return5dPct": -0.61, "return30dPct": 0.86 }, { "name": "教育", "return1dPct": 0.54, "turnoverYi": 22.77, "return5dPct": -1.94, "return30dPct": 4.89 }, { "name": "汽车服务及其他", "return1dPct": 0.64, "turnoverYi": 24.71, "return5dPct": -1.84, "return30dPct": 1.59 }, { "name": "橡胶制品", "return1dPct": 0.59, "turnoverYi": 24.88, "return5dPct": -4.59, "return30dPct": 0.81 } ], "leaders": [ { "name": "元件", "return1dPct": 4.42, "turnoverYi": 832.23, "return5dPct": -4.5, "return30dPct": 10.31 }, { "name": "房地产", "return1dPct": 3.82, "turnoverYi": 277.69, "return5dPct": 1.3, "return30dPct": 6.06 }, { "name": "电池", "return1dPct": 3.79, "turnoverYi": 499.86, "return5dPct": -1.54, "return30dPct": -7.67 } ], "laggards": [ { "name": "种植业与林业", "return1dPct": -0.93, "turnoverYi": 87.79, "return5dPct": -7.14, "return30dPct": 11.6 }, { "name": "油气开采及服务", "return1dPct": -0.74, "turnoverYi": 32.54, "return5dPct": -4.28, "return30dPct": -3.42 }, { "name": "煤炭开采加工", "return1dPct": -0.67, "turnoverYi": 117.41, "return5dPct": -2.43, "return30dPct": 2.68 } ], "sectorSummary": "强势集中在元件、房地产，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": "元件：优先观察强势延续", "text": "当日+4.42%，近5日-4.50%，近30日+10.31%。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": "房地产：观察能否跟上主线", "text": "当日+3.82%，近5日+1.30%，近30日+6.06%。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+0.32个百分点。若相对强势继续保持，才值得进一步拆解其中的行业和盈利驱动。", "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3810.81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": "领涨的元件近30日已涨+10.31%，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": "震荡分化，先看强弱变化", "text": "优先看更多指数能否站上20日均线、相对强势是否延续；若只有少数方向支撑，则仍按局部行情看。" }, { "label": "转强条件", "title": "价格修复与风格改善同时出现", "text": "上证收复3912.52（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3810.81，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": 3886.22, "ma10": 3892.43, "ma20": 3912.52, "recoveryFromLowPct": 0.52 }, { "id": "sh000300", "name": "沪深300", "ma5": 4437.4, "ma10": 4462.44, "ma20": 4506.47, "recoveryFromLowPct": 0.48 }, { "id": "sh000905", "name": "中证500", "ma5": 7617.35, "ma10": 7663.69, "ma20": 7690.02, "recoveryFromLowPct": 0.72 }, { "id": "sh000852", "name": "中证1000", "ma5": 7538.85, "ma10": 7572.21, "ma20": 7576.82, "recoveryFromLowPct": 0.95 }, { "id": "sz399006", "name": "创业板指", "ma5": 3270.17, "ma10": 3298.08, "ma20": 3317.25, "recoveryFromLowPct": 0.45 }, { "id": "sh000688", "name": "科创50", "ma5": 1614.62, "ma10": 1615.76, "ma20": 1602.44, "recoveryFromLowPct": 1.33 } ], "overnight": null, "breadth": { "up": 3421, "down": 1910, "flat": 147, "up5": 211, "down5": 66, "limitUp": 57, "limitDown": 12 }, "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": "61006d87e9a36feffb9d49ee4080254fccac11735eea45a160ec0e7db821ec40" }