{ "schemaVersion": 1, "methodVersion": "a-share-reading-1.0", "reportDigest": "2a54e016fe719e21b274f12be55d93ea6a96a72b565bb5a8e631da58d04a20b8", "tradingDate": "2026-09-30", "createdAt": "2026-09-30T17:13:06.209524+08:00", "context": { "schemaVersion": 1, "tradingDate": "2026-09-30", "sources": [ { "sourceId": "breadth", "kind": "breadth", "url": "https://news.10jqka.com.cn/20260930/c680403851.shtml", "label": "同花顺每日行情复盘", "tradingDate": "2026-09-30", "retrievedAt": "2026-09-30T17:13:06.183366+08:00", "contentSha256": "b91c2b10a8883fdb0486ee8671fc02894ecc84aafa13d0199e31a93a382c765e", "excerpt": "当日A股市场共有2529只个股上涨，2790只下跌，159只持平。其中146只个股涨超5%，123只个股跌超5%；56只个股涨停，11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", "生物制品（881142）", "4.63", "236.62", "2.66", "6.04" ], [ "2", "医疗服务（881175）", "3.11", "376.82", "0.08", "1.78" ], [ "3", "白酒（881273）", "2.82", "107.46", "-1.02", "-4.26" ], [ "4", "种植业与林业（881101）", "2.43", "93.72", "-4.55", "4.53" ], [ "5", "化学制药（881140）", "2.11", "476.01", "-1.46", "-2.07" ], [ "6", "饮料制造（881133）", "1.91", "92.60", "0.48", "1.55" ], [ "7", "机场航运（881151）", "1.76", "27.21", "-0.73", "-1.94" ], [ "8", "汽车整车（881125）", "1.57", "185.68", "2.44", "2.11" ], [ "9", "燃气", "1.49", "24.09", "-1.72", "-0.44" ], [ "10", "银行", "1.46", "265.14", "1.48", "5.41" ] ], [ [ "排名", "指数简称", "涨跌幅(%)", "成交额(亿元)", "近5日(%)", "近30日(%)" ], [ "1", "元件（881270）", "-4.03", "727.84", "-9.51", "6.10" ], [ "2", "通信服务（881162）", "-3.44", "86.42", "-7.84", "-9.49" ], [ "3", "半导体（881121）", "-2.92", "1782.90", "-7.84", "-9.23" ], [ "4", "电子化学品（881172）", "-2.48", "280.15", "-9.44", "-14.21" ], [ "5", "其他电子（881123）", "-1.75", "120.79", "-7.23", "-7.35" ], [ "6", "互联网电商（881177）", "-1.59", "52.69", "-5.21", "4.10" ], [ "7", "金属新材料（881114）", "-1.47", "44.08", "-6.50", "-8.84" ], [ "8", "消费电子（881124）", "-1.36", "300.35", "-7.15", "-5.14" ], [ "9", "环保设备（881284）", "-1.33", "31.16", "-5.27", "-5.91" ], [ "10", "软件开发（881272）", "-1.31", "237.87", "-4.44", "-3.43" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "半导体（881121）", "1782.90", "-2.92", "-7.84", "-9.23" ], [ "通信设备（881129）", "919.60", "-0.99", "-8.77", "-3.29" ], [ "元件（881270）", "727.84", "-4.03", "-9.51", "6.10" ], [ "电池", "522.11", "0.82", "-0.55", "-5.74" ], [ "化学制药（881140）", "476.01", "2.11", "-1.46", "-2.07" ], [ "通用设备（881117）", "439.89", "-1.05", "-3.59", "-3.74" ], [ "医疗服务（881175）", "376.82", "3.11", "0.08", "1.78" ], [ "汽车零部件（881126）", "371.70", "-0.03", "-1.93", "-4.07" ], [ "光学光电子（881122）", "371.21", "-0.97", "-4.91", "-3.38" ], [ "房地产（881153）", "369.62", "0.79", "1.88", "7.36" ] ], [ [ "指数简称", "成交额(亿元)", "涨跌幅(%)", "近5日(%)", "近30日(%)" ], [ "厨卫电器（881174）", "8.21", "0.34", "0.24", "5.08" ], [ "贸易", "8.21", "0.20", "-2.52", "-1.11" ], [ "黑色家电（881132）", "11.33", "-0.62", "-4.61", "0.31" ], [ "轨交设备（881269）", "18.53", "-0.47", "-0.93", "0.08" ], [ "造纸（881137）", "19.06", "0.92", "-2.89", "-0.70" ], [ "汽车服务及其他（881128）", "21.64", "-0.19", "-1.98", "1.20" ], [ "橡胶制品（881266）", "22.14", "-0.48", "-5.23", "-0.30" ], [ "燃气", "24.09", "1.49", "-1.72", "-0.44" ], [ "教育", "25.93", "-0.40", "-3.52", "3.52" ], [ "机场航运（881151）", "27.21", "1.76", "-0.73", "-1.94" ] ] ], "facts": { "breadth": { "up": 2529, "down": 2790, "flat": 159, "up5": 146, "down5": 123, "limitUp": 56, "limitDown": 11 }, "sectors": [ { "name": "生物制品", "return1dPct": 4.63, "turnoverYi": 236.62, "return5dPct": 2.66, "return30dPct": 6.04 }, { "name": "医疗服务", "return1dPct": 3.11, "turnoverYi": 376.82, "return5dPct": 0.08, "return30dPct": 1.78 }, { "name": "白酒", "return1dPct": 2.82, "turnoverYi": 107.46, "return5dPct": -1.02, "return30dPct": -4.26 }, { "name": "种植业与林业", "return1dPct": 2.43, "turnoverYi": 93.72, "return5dPct": -4.55, "return30dPct": 4.53 }, { "name": "化学制药", "return1dPct": 2.11, "turnoverYi": 476.01, "return5dPct": -1.46, "return30dPct": -2.07 }, { "name": "饮料制造", "return1dPct": 1.91, "turnoverYi": 92.6, "return5dPct": 0.48, "return30dPct": 1.55 }, { "name": "机场航运", "return1dPct": 1.76, "turnoverYi": 27.21, "return5dPct": -0.73, "return30dPct": -1.94 }, { "name": "汽车整车", "return1dPct": 1.57, "turnoverYi": 185.68, "return5dPct": 2.44, "return30dPct": 2.11 }, { "name": "燃气", "return1dPct": 1.49, "turnoverYi": 24.09, "return5dPct": -1.72, "return30dPct": -0.44 }, { "name": "银行", "return1dPct": 1.46, "turnoverYi": 265.14, "return5dPct": 1.48, "return30dPct": 5.41 }, { "name": "元件", "return1dPct": -4.03, "turnoverYi": 727.84, "return5dPct": -9.51, "return30dPct": 6.1 }, { "name": "通信服务", "return1dPct": -3.44, "turnoverYi": 86.42, "return5dPct": -7.84, "return30dPct": -9.49 }, { "name": "半导体", "return1dPct": -2.92, "turnoverYi": 1782.9, "return5dPct": -7.84, "return30dPct": -9.23 }, { "name": "电子化学品", "return1dPct": -2.48, "turnoverYi": 280.15, "return5dPct": -9.44, "return30dPct": -14.21 }, { "name": "其他电子", "return1dPct": -1.75, "turnoverYi": 120.79, "return5dPct": -7.23, "return30dPct": -7.35 }, { "name": "互联网电商", "return1dPct": -1.59, "turnoverYi": 52.69, "return5dPct": -5.21, "return30dPct": 4.1 }, { "name": "金属新材料", "return1dPct": -1.47, "turnoverYi": 44.08, "return5dPct": -6.5, "return30dPct": -8.84 }, { "name": "消费电子", "return1dPct": -1.36, "turnoverYi": 300.35, "return5dPct": -7.15, "return30dPct": -5.14 }, { "name": "环保设备", "return1dPct": -1.33, "turnoverYi": 31.16, "return5dPct": -5.27, "return30dPct": -5.91 }, { "name": "软件开发", "return1dPct": -1.31, "turnoverYi": 237.87, "return5dPct": -4.44, "return30dPct": -3.43 }, { "name": "通信设备", "return1dPct": -0.99, "turnoverYi": 919.6, "return5dPct": -8.77, "return30dPct": -3.29 }, { "name": "电池", "return1dPct": 0.82, "turnoverYi": 522.11, "return5dPct": -0.55, "return30dPct": -5.74 }, { "name": "通用设备", "return1dPct": -1.05, "turnoverYi": 439.89, "return5dPct": -3.59, "return30dPct": -3.74 }, { "name": "汽车零部件", "return1dPct": -0.03, "turnoverYi": 371.7, "return5dPct": -1.93, "return30dPct": -4.07 }, { "name": "光学光电子", "return1dPct": -0.97, "turnoverYi": 371.21, "return5dPct": -4.91, "return30dPct": -3.38 }, { "name": "房地产", "return1dPct": 0.79, "turnoverYi": 369.62, "return5dPct": 1.88, "return30dPct": 7.36 }, { "name": "厨卫电器", "return1dPct": 0.34, "turnoverYi": 8.21, "return5dPct": 0.24, "return30dPct": 5.08 }, { "name": "贸易", "return1dPct": 0.2, "turnoverYi": 8.21, "return5dPct": -2.52, "return30dPct": -1.11 }, { "name": "黑色家电", "return1dPct": -0.62, "turnoverYi": 11.33, "return5dPct": -4.61, "return30dPct": 0.31 }, { "name": "轨交设备", "return1dPct": -0.47, "turnoverYi": 18.53, "return5dPct": -0.93, "return30dPct": 0.08 }, { "name": "造纸", "return1dPct": 0.92, "turnoverYi": 19.06, "return5dPct": -2.89, "return30dPct": -0.7 }, { "name": "汽车服务及其他", "return1dPct": -0.19, "turnoverYi": 21.64, "return5dPct": -1.98, "return30dPct": 1.2 }, { "name": "橡胶制品", "return1dPct": -0.48, "turnoverYi": 22.14, "return5dPct": -5.23, "return30dPct": -0.3 }, { "name": "教育", "return1dPct": -0.4, "turnoverYi": 25.93, "return5dPct": -3.52, "return30dPct": 3.52 } ] }, "excerptDigest": "2861306aa07ba1c22962fc17e08fb80138539666268e8e474f6326a987cca18f" } ], "errors": [], "searchAudit": [], "collectedAt": "2026-09-30T17:13:06.209201+08:00", "contextDigest": "387ff03a3e4d3be04dbbb89530a4685e44fa0389a6daf8acd3232a1740b59c34" }, "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生物制品、医疗服务，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": "50.9%", "note": "2790 跌 / 2529 涨" }, { "label": "沪深300近20日", "value": "-5.50%", "note": "收盘 4357.62" }, { "label": "中证1000相对沪深300", "value": "-0.65 个百分点", "note": "前日 +0.32 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+0.31%；同花顺统计中2529只上涨、2790只下跌、159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": "小盘更弱，不宜把大盘企稳外推到小市值股票", "text": "中证1000-0.36%，沪深300+0.29%，相差-0.65个百分点；前日差值为+0.32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3833.09回到3842.19，回升9.10点；创业板从3125.49回到3135.28。不过，上证20日均线在3905.64，创业板20日均线在3304.34。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": "生物制品", "return1dPct": 4.63, "turnoverYi": 236.62, "return5dPct": 2.66, "return30dPct": 6.04 }, { "name": "医疗服务", "return1dPct": 3.11, "turnoverYi": 376.82, "return5dPct": 0.08, "return30dPct": 1.78 }, { "name": "白酒", "return1dPct": 2.82, "turnoverYi": 107.46, "return5dPct": -1.02, "return30dPct": -4.26 }, { "name": "种植业与林业", "return1dPct": 2.43, "turnoverYi": 93.72, "return5dPct": -4.55, "return30dPct": 4.53 }, { "name": "化学制药", "return1dPct": 2.11, "turnoverYi": 476.01, "return5dPct": -1.46, "return30dPct": -2.07 }, { "name": "饮料制造", "return1dPct": 1.91, "turnoverYi": 92.6, "return5dPct": 0.48, "return30dPct": 1.55 }, { "name": "机场航运", "return1dPct": 1.76, "turnoverYi": 27.21, "return5dPct": -0.73, "return30dPct": -1.94 }, { "name": "汽车整车", "return1dPct": 1.57, "turnoverYi": 185.68, "return5dPct": 2.44, "return30dPct": 2.11 }, { "name": "燃气", "return1dPct": 1.49, "turnoverYi": 24.09, "return5dPct": -1.72, "return30dPct": -0.44 }, { "name": "银行", "return1dPct": 1.46, "turnoverYi": 265.14, "return5dPct": 1.48, "return30dPct": 5.41 }, { "name": "元件", "return1dPct": -4.03, "turnoverYi": 727.84, "return5dPct": -9.51, "return30dPct": 6.1 }, { "name": "通信服务", "return1dPct": -3.44, "turnoverYi": 86.42, "return5dPct": -7.84, "return30dPct": -9.49 }, { "name": "半导体", "return1dPct": -2.92, "turnoverYi": 1782.9, "return5dPct": -7.84, "return30dPct": -9.23 }, { "name": "电子化学品", "return1dPct": -2.48, "turnoverYi": 280.15, "return5dPct": -9.44, "return30dPct": -14.21 }, { "name": "其他电子", "return1dPct": -1.75, "turnoverYi": 120.79, "return5dPct": -7.23, "return30dPct": -7.35 }, { "name": "互联网电商", "return1dPct": -1.59, "turnoverYi": 52.69, "return5dPct": -5.21, "return30dPct": 4.1 }, { "name": "金属新材料", "return1dPct": -1.47, "turnoverYi": 44.08, "return5dPct": -6.5, "return30dPct": -8.84 }, { "name": "消费电子", "return1dPct": -1.36, "turnoverYi": 300.35, "return5dPct": -7.15, "return30dPct": -5.14 }, { "name": "环保设备", "return1dPct": -1.33, "turnoverYi": 31.16, "return5dPct": -5.27, "return30dPct": -5.91 }, { "name": "软件开发", "return1dPct": -1.31, "turnoverYi": 237.87, "return5dPct": -4.44, "return30dPct": -3.43 }, { "name": "通信设备", "return1dPct": -0.99, "turnoverYi": 919.6, "return5dPct": -8.77, "return30dPct": -3.29 }, { "name": "电池", "return1dPct": 0.82, "turnoverYi": 522.11, "return5dPct": -0.55, "return30dPct": -5.74 }, { "name": "通用设备", "return1dPct": -1.05, "turnoverYi": 439.89, "return5dPct": -3.59, "return30dPct": -3.74 }, { "name": "汽车零部件", "return1dPct": -0.03, "turnoverYi": 371.7, "return5dPct": -1.93, "return30dPct": -4.07 }, { "name": "光学光电子", "return1dPct": -0.97, "turnoverYi": 371.21, "return5dPct": -4.91, "return30dPct": -3.38 }, { "name": "房地产", "return1dPct": 0.79, "turnoverYi": 369.62, "return5dPct": 1.88, "return30dPct": 7.36 }, { "name": "厨卫电器", "return1dPct": 0.34, "turnoverYi": 8.21, "return5dPct": 0.24, "return30dPct": 5.08 }, { "name": "贸易", "return1dPct": 0.2, "turnoverYi": 8.21, "return5dPct": -2.52, "return30dPct": -1.11 }, { "name": "黑色家电", "return1dPct": -0.62, "turnoverYi": 11.33, "return5dPct": -4.61, "return30dPct": 0.31 }, { "name": "轨交设备", "return1dPct": -0.47, "turnoverYi": 18.53, "return5dPct": -0.93, "return30dPct": 0.08 }, { "name": "造纸", "return1dPct": 0.92, "turnoverYi": 19.06, "return5dPct": -2.89, "return30dPct": -0.7 }, { "name": "汽车服务及其他", "return1dPct": -0.19, "turnoverYi": 21.64, "return5dPct": -1.98, "return30dPct": 1.2 }, { "name": "橡胶制品", "return1dPct": -0.48, "turnoverYi": 22.14, "return5dPct": -5.23, "return30dPct": -0.3 }, { "name": "教育", "return1dPct": -0.4, "turnoverYi": 25.93, "return5dPct": -3.52, "return30dPct": 3.52 } ], "leaders": [ { "name": "生物制品", "return1dPct": 4.63, "turnoverYi": 236.62, "return5dPct": 2.66, "return30dPct": 6.04 }, { "name": "医疗服务", "return1dPct": 3.11, "turnoverYi": 376.82, "return5dPct": 0.08, "return30dPct": 1.78 }, { "name": "白酒", "return1dPct": 2.82, "turnoverYi": 107.46, "return5dPct": -1.02, "return30dPct": -4.26 } ], "laggards": [ { "name": "元件", "return1dPct": -4.03, "turnoverYi": 727.84, "return5dPct": -9.51, "return30dPct": 6.1 }, { "name": "通信服务", "return1dPct": -3.44, "turnoverYi": 86.42, "return5dPct": -7.84, "return30dPct": -9.49 }, { "name": "半导体", "return1dPct": -2.92, "turnoverYi": 1782.9, "return5dPct": -7.84, "return30dPct": -9.23 } ], "sectorSummary": "强势集中在生物制品、医疗服务，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": "生物制品：优先观察强势延续", "text": "当日+4.63%，近5日+2.66%，近30日+6.04%。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": "医疗服务：观察能否跟上主线", "text": "当日+3.11%，近5日+0.08%，近30日+1.78%。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300-0.65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3833.09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": "领涨的生物制品近30日已涨+6.04%，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3833.09但仍未收复3905.64，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3905.64（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3833.09，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": 3864.23, "ma10": 3890.23, "ma20": 3905.64, "recoveryFromLowPct": 0.24 }, { "id": "sh000300", "name": "沪深300", "ma5": 4400.0, "ma10": 4453.2, "ma20": 4493.78, "recoveryFromLowPct": 0.36 }, { "id": "sh000905", "name": "中证500", "ma5": 7538.6, "ma10": 7651.05, "ma20": 7668.85, "recoveryFromLowPct": 0.24 }, { "id": "sh000852", "name": "中证1000", "ma5": 7446.81, "ma10": 7558.32, "ma20": 7557.2, "recoveryFromLowPct": 0.13 }, { "id": "sz399006", "name": "创业板指", "ma5": 3217.24, "ma10": 3286.82, "ma20": 3304.34, "recoveryFromLowPct": 0.31 }, { "id": "sh000688", "name": "科创50", "ma5": 1587.61, "ma10": 1613.57, "ma20": 1596.56, "recoveryFromLowPct": 0.21 } ], "overnight": null, "breadth": { "up": 2529, "down": 2790, "flat": 159, "up5": 146, "down5": 123, "limitUp": 56, "limitDown": 11 }, "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": "b9d90629f424108c1b76a04ee35f34a62c355958dfb44785334ec689304fa6f3" }