債市啟明系列：尋找?guī)?lái)超額收益的正股是核心

1、 第 頁(yè) HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分 資金面市場(chǎng)回顧 HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分20198271421天和1個(gè)月分別變動(dòng)了-3.02bps4.77bps11.98bps0.08bp和10.42bps至2.60%2.64%、2.56%、2.45%2.64%。國(guó)債到期收益率全面下行，1 年、3 年、5 年、10 年分別變動(dòng)-1.82bps、-3.22bps、-4.11bps、-5.73bps 至 2.60%、2.86%、2.94%、3.09%。上證綜指下跌 1.41%至 2,867.84，深證成指下跌 1.42%至 9,136.46，創(chuàng)業(yè)

2、板指下跌 1.09%至1,556.74。上周五央行未開(kāi)展逆回購(gòu)操作, 無(wú)逆回購(gòu)到期，實(shí)現(xiàn)流動(dòng)性零投放零回籠。2017 性的“投與收”。增量方面，我們根據(jù)逆回購(gòu)、SLF、MLF 等央行公開(kāi)市場(chǎng)操作、國(guó)庫(kù)現(xiàn)金2018 3 2016 12 M0 累計(jì)4388.8 4473.2 5562.4 億元，粗算每日流動(dòng)性減少總量。同時(shí)，我們對(duì)公開(kāi)市場(chǎng)操作到期情況進(jìn)行監(jiān)控。圖 1：2018 年 1 月 1 日至 2019 年 8 月 2 日公開(kāi)市場(chǎng)操作和到期監(jiān)控（億元）資料來(lái)源：Wind， HYPERLINK / HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分圖 2：2017 年 1 月 1 日至 2

3、019 年 8 月 2 日流動(dòng)性投放和回籠統(tǒng)計(jì)（億元）資料來(lái)源：Wind， 圖 3：2019 年 8 月 2 日人民幣對(duì)各幣種匯率當(dāng)前值相對(duì)于 2017 年年末值變化百分比資料來(lái)源：Wind， 市場(chǎng)回顧及觀點(diǎn)可轉(zhuǎn)債市場(chǎng)回顧8 2 91.50 點(diǎn)， 0.35%171 土橫盤(pán)外，1 支上漲，5 （%（%（%（-%（-%（%）172 支下（%（%（%（-%創(chuàng)維數(shù)字（-%、鈞達(dá)股份（-%）領(lǐng)跌。 HYPERLINK / HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分可轉(zhuǎn)債市場(chǎng)周觀點(diǎn)上周轉(zhuǎn)債市場(chǎng)受權(quán)益市場(chǎng)壓制基本收平，但市場(chǎng)溢價(jià)率依舊處于近期較高位置。alpha alpha 的目標(biāo)此時(shí)首要因素

4、來(lái)自正股從總體策略來(lái)看，A是弄清楚哪些標(biāo)的值得布局哪些標(biāo)的的長(zhǎng)期性價(jià)比不足。已經(jīng)逼近區(qū)間上限，未來(lái)走向壓縮是大概率事件。持作用，對(duì)此建議重點(diǎn)關(guān)注公用事業(yè)板塊。高彈性組合建議重點(diǎn)關(guān)注參林（百姓）轉(zhuǎn)債、和而（拓邦）轉(zhuǎn)債、絕味轉(zhuǎn)債、高能轉(zhuǎn)債、精測(cè)轉(zhuǎn)債、通威轉(zhuǎn)債、洲明轉(zhuǎn)債、光電轉(zhuǎn)債、桐昆轉(zhuǎn)債、天康轉(zhuǎn)債以及金融轉(zhuǎn)債。22、海爾轉(zhuǎn)債和大銀行轉(zhuǎn)債。風(fēng)險(xiǎn)因素：市場(chǎng)流動(dòng)性出現(xiàn)大幅波動(dòng)，宏觀經(jīng)濟(jì)不如預(yù)期，無(wú)風(fēng)險(xiǎn)利率大幅波動(dòng)，正股股價(jià)超預(yù)期波動(dòng)。 HYPERLINK / HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分股票市場(chǎng)1：市場(chǎng)概況代碼簡(jiǎn)稱收盤(pán)價(jià)日變化（%）成交額（億）成交額同比變化（%）000001

5、.SH上證指數(shù)2,867.84-1.412163.2726.42399001.SZ深證成指9,136.46-1.422385.8017.60399300.SZ滬深 3003,747.44-1.47399005.SZ中小板指5,669.62-1.69399006.SZ創(chuàng)業(yè)板指1,556.74-1.09000016.SH上證 502,843.77-1.53資料來(lái)源：Wind， 表 2：行業(yè)漲跌幅榜每日漲幅前五板塊日漲跌幅（%）每日跌幅前五板塊日漲跌幅（%）有色金屬0.73通信-2.60農(nóng)林牧漁0.30非銀行金融-2.40餐飲旅游0.02電子元器件-2.26食品飲料-0.78石油石化-2.02醫(yī)藥-

6、0.95綜合-1.94每日漲幅前五板塊日漲跌幅（%）每日跌幅前五板塊日漲跌幅（%每日漲幅前五板塊日漲跌幅（%）每日跌幅前五板塊日漲跌幅（%）稀土永磁6.00創(chuàng)投-3.02生物育種2.664G-2.93次新股2.44頁(yè)巖氣和煤層氣-2.72新材料1.77智能汽車(chē)-2.71黃金珠寶0.24油氣改革-2.65資料來(lái)源：Wind， 轉(zhuǎn)債市場(chǎng)4名稱收盤(pán)價(jià)日變化（%）中證轉(zhuǎn)債指數(shù)322.72-0.36平價(jià)指數(shù)91.50-1.63轉(zhuǎn)債指數(shù)110.11-0.35名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）成交額（千萬(wàn)）名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）成交額（千萬(wàn)）110030.SH格力轉(zhuǎn)債104.58-0.040.381

7、10031.SH航信轉(zhuǎn)債107.34-0.070.08110033.SH國(guó)貿(mào)轉(zhuǎn)債111.20-0.370.32110034.SH九州轉(zhuǎn)債102.800.340.33 HYPERLINK / HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）成交額（千萬(wàn)）110038.SH濟(jì)川轉(zhuǎn)債106.20-0.530.11110040.SH生益轉(zhuǎn)債0.000.000.00110041.SH蒙電轉(zhuǎn)債117.000.172.98110042.SH航電轉(zhuǎn)債117.42-0.073.49110043.SH無(wú)錫轉(zhuǎn)債104.22-0.622.48110044.SH廣電轉(zhuǎn)債138.6

8、0-5.563.34110045.SH海瀾轉(zhuǎn)債101.00-0.490.22113008.SH電氣轉(zhuǎn)債114.82-0.312.97113009.SH廣汽轉(zhuǎn)債108.710.201.86113011.SH光大轉(zhuǎn)債112.55-0.3725.90113012.SH駱駝轉(zhuǎn)債101.01-0.650.08113013.SH國(guó)君轉(zhuǎn)債114.70-0.517.74113014.SH林洋轉(zhuǎn)債97.41-0.540.21113015.SH隆基轉(zhuǎn)債136.02-1.223.29113016.SH小康轉(zhuǎn)債96.03-0.540.30113017.SH吉視轉(zhuǎn)債99.89-0.441.27113019.SH玲瓏轉(zhuǎn)債

9、119.600.925.49113502.SH嘉澳轉(zhuǎn)債96.61-0.180.06113503.SH泰晶轉(zhuǎn)債126.75-1.43150.37113504.SH艾華轉(zhuǎn)債108.801.670.13113505.SH杭電轉(zhuǎn)債100.45-0.750.61113507.SH天馬轉(zhuǎn)債115.16-0.340.05113508.SH新鳳轉(zhuǎn)債103.54-0.471.97113509.SH新泉轉(zhuǎn)債100.150.800.78113510.SH再升轉(zhuǎn)債106.03-0.590.08113511.SH千禾轉(zhuǎn)債118.540.560.84113514.SH威帝轉(zhuǎn)債100.46-0.240.12113515.S

10、H高能轉(zhuǎn)債116.50-0.170.57113516.SH蘇農(nóng)轉(zhuǎn)債108.10-0.180.61113517.SH曙光轉(zhuǎn)債112.00-1.761.45113518.SH顧家轉(zhuǎn)債109.00-0.011.09123001.SZ藍(lán)標(biāo)轉(zhuǎn)債119.56-1.240.77123002.SZ國(guó)禎轉(zhuǎn)債120.870.000.14123003.SZ藍(lán)思轉(zhuǎn)債99.50-0.191.24123004.SZ鐵漢轉(zhuǎn)債99.37-0.260.18123007.SZ道氏轉(zhuǎn)債101.90-0.130.44123009.SZ星源轉(zhuǎn)債112.50-0.080.55123010.SZ博世轉(zhuǎn)債106.20-0.280.38123

11、011.SZ德?tīng)栟D(zhuǎn)債98.01-0.240.28123012.SZ萬(wàn)順轉(zhuǎn)債105.77-1.050.11123013.SZ橫河轉(zhuǎn)債101.99-0.330.06123014.SZ凱發(fā)轉(zhuǎn)債106.760.340.34123015.SZ藍(lán)盾轉(zhuǎn)債107.01-1.240.11127003.SZ海印轉(zhuǎn)債100.760.150.51 HYPERLINK / HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）成交額（千萬(wàn)）127004.SZ模塑轉(zhuǎn)債92.44-0.230.44127005.SZ長(zhǎng)證轉(zhuǎn)債116.80-1.0217.88127006.SZ敖東轉(zhuǎn)債102.0

12、6-0.431.81127007.SZ湖廣轉(zhuǎn)債107.73-0.480.14128010.SZ順昌轉(zhuǎn)債101.00-0.080.07128012.SZ輝豐轉(zhuǎn)債96.94-0.080.55128013.SZ洪濤轉(zhuǎn)債95.56-0.150.60128014.SZ永東轉(zhuǎn)債98.790.050.34128015.SZ久其轉(zhuǎn)債92.25-0.270.38128016.SZ雨虹轉(zhuǎn)債117.80-0.101.78128017.SZ金禾轉(zhuǎn)債111.87-0.830.07128018.SZ時(shí)達(dá)轉(zhuǎn)債95.00-0.520.11128019.SZ久立轉(zhuǎn) 2109.00-0.550.32128020.SZ水晶轉(zhuǎn)債11

13、1.20-0.723.13128021.SZ兄弟轉(zhuǎn)債106.39-2.142.38128022.SZ眾信轉(zhuǎn)債99.200.000.09128023.SZ亞太轉(zhuǎn)債92.810.000.24128024.SZ寧行轉(zhuǎn)債129.53-1.5917.10128025.SZ特一轉(zhuǎn)債107.80-0.200.09128026.SZ眾興轉(zhuǎn)債94.050.270.55128027.SZ崇達(dá)轉(zhuǎn)債117.30-1.020.73128028.SZ贛鋒轉(zhuǎn)債98.05-0.680.61128029.SZ太陽(yáng)轉(zhuǎn)債109.99-0.730.03128030.SZ天康轉(zhuǎn)債129.20-3.594.90128032.SZ雙環(huán)轉(zhuǎn)債

14、93.550.161.19128033.SZ迪龍轉(zhuǎn)債102.28-0.860.31128034.SZ江銀轉(zhuǎn)債108.04-0.250.74128035.SZ大族轉(zhuǎn)債97.93-1.0911.59128036.SZ金農(nóng)轉(zhuǎn)債128.501.1418.74128037.SZ巖土轉(zhuǎn)債95.380.000.10128038.SZ利歐轉(zhuǎn)債107.11-0.830.16128039.SZ三力轉(zhuǎn)債104.17-0.600.10128040.SZ華通轉(zhuǎn)債100.70-0.790.16128041.SZ盛路轉(zhuǎn)債122.23-2.690.29128042.SZ凱中轉(zhuǎn)債99.170.030.14128043.SZ東音

15、轉(zhuǎn)債136.36-1.260.38128044.SZ嶺南轉(zhuǎn)債99.81-0.010.27128045.SZ機(jī)電轉(zhuǎn)債112.000.180.49128046.SZ利爾轉(zhuǎn)債103.30-0.102.04113520.SH百合轉(zhuǎn)債121.71-1.790.41128048.SZ張行轉(zhuǎn)債108.14-0.581.14113519.SH長(zhǎng)久轉(zhuǎn)債107.91-0.360.20123016.SZ洲明轉(zhuǎn)債116.00-2.282.05128047.SZ光電轉(zhuǎn)債127.20-0.303.04 HYPERLINK / HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）成交額（

16、千萬(wàn)）113521.SH科森轉(zhuǎn)債102.33-1.151.06110047.SH山鷹轉(zhuǎn)債108.10-0.291.26113522.SH旭升轉(zhuǎn)債107.930.560.91113020.SH桐昆轉(zhuǎn)債116.85-0.041.57110046.SH圓通轉(zhuǎn)債120.30-0.5210.24128049.SZ華源轉(zhuǎn)債99.82-0.500.29123017.SZ寒銳轉(zhuǎn)債106.30-1.273.37127008.SZ特發(fā)轉(zhuǎn)債184.30-3.601.48113523.SH偉明轉(zhuǎn)債117.46-0.380.21128050.SZ鈞達(dá)轉(zhuǎn)債99.40-0.800.46110048.SH福能轉(zhuǎn)債115.46

17、3.457.16113524.SH奇精轉(zhuǎn)債100.98-0.590.16128051.SZ光華轉(zhuǎn)債103.89-0.970.07113525.SH臺(tái)華轉(zhuǎn)債105.07-0.650.03110049.SH海爾轉(zhuǎn)債120.50-0.917.13128052.SZ凱龍轉(zhuǎn)債158.10-3.963.53110050.SH佳都轉(zhuǎn)債121.00-0.410.73123018.SZ溢利轉(zhuǎn)債113.99-0.450.14127010.SZ平銀轉(zhuǎn)債121.75-0.8531.28113526.SH聯(lián)泰轉(zhuǎn)債139.101.0533.06113527.SH維格轉(zhuǎn)債96.41-0.260.72127009.SZ冰輪轉(zhuǎn)

18、債134.00-2.692.94128053.SZ尚榮轉(zhuǎn)債106.35-0.790.73128054.SZ中寵轉(zhuǎn)債101.88-0.700.16113021.SH中信轉(zhuǎn)債106.25-0.3011.35113528.SH長(zhǎng)城轉(zhuǎn)債98.98-0.370.12128056.SZ今飛轉(zhuǎn)債99.25-0.650.24123019.SZ中來(lái)轉(zhuǎn)債105.17-0.032.48110051.SH中天轉(zhuǎn)債104.54-0.804.17123021.SZ萬(wàn)信轉(zhuǎn) 2103.89-0.040.34113022.SH浙商轉(zhuǎn)債106.26-0.585.47123020.SZ富祥轉(zhuǎn)債108.40-0.632.381100

19、52.SH貴廣轉(zhuǎn)債119.50-1.052.36128057.SZ博彥轉(zhuǎn)債103.43-1.160.47128059.SZ視源轉(zhuǎn)債118.50-0.340.97113529.SH絕味轉(zhuǎn)債130.42-0.142.03128055.SZ長(zhǎng)青轉(zhuǎn) 2113.34-0.150.39110053.SH蘇銀轉(zhuǎn)債109.130.1315.91127011.SZ中鼎轉(zhuǎn) 2107.27-0.400.09110055.SH伊力轉(zhuǎn)債113.58-0.380.74128058.SZ拓邦轉(zhuǎn)債114.30-0.621.36123022.SZ長(zhǎng)信轉(zhuǎn)債109.74-0.261.77110054.SH通威轉(zhuǎn)債125.80-0.

20、412.23128060.SZ中裝轉(zhuǎn)債111.700.041.91 HYPERLINK / HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）成交額（千萬(wàn)）110056.SH亨通轉(zhuǎn)債98.720.020.99123023.SZ迪森轉(zhuǎn)債99.49-0.320.07123024.SZ岱勒轉(zhuǎn)債105.200.3026.76113530.SH大豐轉(zhuǎn)債98.61-0.030.13123025.SZ精測(cè)轉(zhuǎn)債114.47-0.750.50113531.SH百姓轉(zhuǎn)債120.902.721.46113533.SH參林轉(zhuǎn)債135.786.4214.10113532.SH海環(huán)轉(zhuǎn)

21、債104.70-0.101.08128063.SZ未來(lái)轉(zhuǎn)債104.78-0.060.29128062.SZ亞藥轉(zhuǎn)債99.350.271.89128061.SZ啟明轉(zhuǎn)債116.660.020.85113024.SH核建轉(zhuǎn)債104.60-0.601.64127012.SZ招路轉(zhuǎn)債107.05-0.335.68110057.SH現(xiàn)代轉(zhuǎn)債106.77-0.061.90113534.SH鼎勝轉(zhuǎn)債97.78-0.260.21113025.SH明泰轉(zhuǎn)債101.500.002.18128064.SZ司爾轉(zhuǎn)債100.87-1.111.12113026.SH核能轉(zhuǎn)債106.20-0.2813.72110058.S

22、H永鼎轉(zhuǎn)債95.13-0.020.55128065.SZ雅化轉(zhuǎn)債95.64-0.151.01128066.SZ亞泰轉(zhuǎn)債99.60-0.430.20127013.SZ創(chuàng)維轉(zhuǎn)債98.91-0.610.93128067.SZ一心轉(zhuǎn)債111.20-0.270.49113535.SH大業(yè)轉(zhuǎn)債100.10-0.070.12113536.SH三星轉(zhuǎn)債103.29-0.300.20128068.SZ和而轉(zhuǎn)債111.650.241.10123026.SZ中環(huán)轉(zhuǎn)債112.010.492.04123027.SZ藍(lán)曉轉(zhuǎn)債109.75-0.680.35113537.SH文燦轉(zhuǎn)債100.68-0.230.78113028

23、.SH環(huán)境轉(zhuǎn)債118.80-0.907.54113027.SH華鈺轉(zhuǎn)債101.620.212.58128069.SZ華森轉(zhuǎn)債101.350.050.25123028.SZ清水轉(zhuǎn)債103.88-0.600.89113538.SH安圖轉(zhuǎn)債118.300.340.51128070.SZ智能轉(zhuǎn)債99.60-0.410.80113539.SH圣達(dá)轉(zhuǎn)債106.66-0.504.45名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）成交額（億）600185.SH格力地產(chǎn)4.49-1.970.23600271.SH航天信息22.06-3.203.94600755.SH廈門(mén)國(guó)貿(mào)7.78-3.111

24、.65600998.SH九州通12.390.901.40600566.SH濟(jì)川藥業(yè)28.67-1.411.50 HYPERLINK / HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）成交額（億）600183.SH生益科技19.10-0.9313.59600863.SH內(nèi)蒙華電3.141.290.55600372.SH中航電子14.31-3.251.10600908.SH無(wú)錫銀行5.52-1.430.46600831.SH廣電網(wǎng)絡(luò)9.11-2.981.13600398.SH海瀾之家8.83-1.670.64601727.SH上海電氣5.19-2.081.

25、01601238.SH廣汽集團(tuán)10.91-1.710.68601818.SH光大銀行3.86-1.534.27601311.SH駱駝股份9.79-3.071.12601211.SH國(guó)泰君安17.29-3.306.63601222.SH林洋能源4.25-2.300.43601012.SH隆基股份25.37-0.907.36601127.SH小康股份12.52-2.340.22601929.SH吉視傳媒2.24-2.610.27601966.SH玲瓏輪胎19.453.622.14603822.SH嘉澳環(huán)保24.15-1.950.14603738.SH泰晶科技22.62-3.836.52603989

26、.SH艾華集團(tuán)19.18-0.470.22603618.SH杭電股份5.85-3.150.84603668.SH天馬科技8.14-0.120.24603225.SH新鳳鳴12.18-1.690.28603179.SH新泉股份13.07-0.760.21603601.SH再升科技7.39-1.340.22603027.SH千禾味業(yè)19.981.421.66603023.SH威帝股份4.32-0.920.04603588.SH高能環(huán)境9.70-3.390.69603323.SH蘇農(nóng)銀行5.33-1.480.65603019.SH中科曙光34.01-3.167.78603816.SH顧家家居30.3

27、2-3.590.88300058.SZ藍(lán)色光標(biāo)5.09-1.172.16300388.SZ國(guó)禎環(huán)保9.42-2.380.25300433.SZ藍(lán)思科技7.56-3.572.77300197.SZ鐵漢生態(tài)3.20-1.230.38300409.SZ道氏技術(shù)11.78-1.921.37300568.SZ星源材質(zhì)25.78-2.500.86300422.SZ博世科11.42-2.890.74300473.SZ德?tīng)柟煞?7.050.110.12300057.SZ萬(wàn)順新材5.17-4.080.47300539.SZ橫河模具7.97-1.850.18300407.SZ凱發(fā)電氣7.690.390.35300

28、297.SZ藍(lán)盾股份5.50-2.480.61000861.SZ海印股份2.590.390.15000700.SZ模塑科技3.46-2.540.20 HYPERLINK / HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）成交額（億）000783.SZ長(zhǎng)江證券7.10-4.313.55000623.SZ吉林敖東15.80-2.531.17000665.SZ湖北廣電5.17-2.270.31002245.SZ澳洋順昌3.72-2.870.31002496.SZ輝豐股份2.72-0.730.32002325.SZ洪濤股份2.98-1.320.16002753

29、.SZ永東股份8.940.790.25002279.SZ久其軟件6.02-1.150.19002271.SZ東方雨虹22.43-0.621.73002597.SZ金禾實(shí)業(yè)19.70-2.481.12002527.SZ新時(shí)達(dá)5.00-0.600.10002318.SZ久立特材7.21-3.870.65002273.SZ水晶光電10.85-4.494.12002562.SZ兄弟科技4.83-3.010.88002707.SZ眾信旅游5.59-1.580.22002284.SZ亞太股份4.96-4.060.25002142.SZ寧波銀行22.97-1.633.85002728.SZ特一藥業(yè)15.65

30、0.510.15002772.SZ眾興菌業(yè)7.962.050.37002815.SZ崇達(dá)技術(shù)15.01-1.830.64002460.SZ贛鋒鋰業(yè)22.85-1.476.90002078.SZ太陽(yáng)紙業(yè)7.06-1.401.29002100.SZ天康生物10.21-3.774.09002472.SZ雙環(huán)傳動(dòng)5.320.950.75002658.SZ雪迪龍7.66-2.050.16002807.SZ江陰銀行4.54-1.090.34002008.SZ大族激光26.08-8.8118.53002548.SZ金新農(nóng)12.054.423.27002542.SZ中化巖土4.00-1.720.2100213

31、1.SZ利歐股份1.73-1.700.80002224.SZ三力士5.37-1.290.41002758.SZ華通醫(yī)藥8.93-2.080.10002446.SZ盛路通信8.37-3.351.14002823.SZ凱中精密10.07-0.790.22002793.SZ東音股份15.15-1.050.29002717.SZ嶺南股份4.78-1.040.29002013.SZ中航機(jī)電6.71-1.320.80002258.SZ利爾化學(xué)12.63-1.480.25603313.SH夢(mèng)百合17.45-1.250.19002839.SZ張家港行5.55-1.250.59603569.SH長(zhǎng)久物流11.1

32、3-1.940.08300232.SZ洲明科技8.32-3.821.32002179.SZ中航光電37.62-0.693.07603626.SH科森科技7.94-3.050.27 HYPERLINK / HYPERLINK / 請(qǐng)務(wù)必閱讀正文之后的免責(zé)條款部分名稱簡(jiǎn)稱收盤(pán)價(jià)（元）漲跌幅（%）成交額（億）600567.SH山鷹紙業(yè)3.21-1.830.60603305.SH旭升股份25.06-2.600.62601233.SH桐昆股份12.66-4.092.16600233.SH圓通速遞12.70-0.391.11002787.SZ華源控股6.42-2.730.12300618.SZ寒銳鈷業(yè)48

33、.60-2.682.60000070.SZ特發(fā)信息10.13-3.151.77603568.SH偉明環(huán)保19.52-1.610.85002865.SZ鈞達(dá)股份17.40-5.380.66600483.SH福能股份8.597.241.46603677.SH奇精機(jī)械12.02-4.070.30002741.SZ光華科技11.65-1.690.52603055.SH臺(tái)華新材7.04-2.090.15600690.SH海爾智家16.18-4.157.93002783.SZ凱龍股份10.68-3.170.83600728.SH佳都科技8.83-3.292.42300381.SZ溢多利9.570.000.

34、16000001.SZ平安銀行13.74-2.5513.33603797.SH聯(lián)泰環(huán)保0603518.SH錦泓集團(tuán)8.06-1.590.08000811.SZ冰輪環(huán)境7.26-3.331.00002551.SZ尚榮醫(yī)療4.79-1.440.16002891.SZ中寵股份17.47-1.850.14601998.SH中信銀行5.82-1.521.04603897.SH長(zhǎng)城科技19.42-2.020.19002863.SZ今飛凱達(dá)5.67-1.390.16300393.SZ中來(lái)股份12.35-0.640.48600522.SH中天科技8.65-1.933.04300168.SZ萬(wàn)達(dá)信息10.53-2.591.46601878.SH浙商證券8.38-4.012.25300497.SZ富祥股份15.490.001.11600996.SH貴廣網(wǎng)絡(luò)9.37-2.800.69002649.SZ博彥科技7.99-3.500.48002841.SZ視源股份76.10-1.781.29603517.SH絕味食品37.11-1.771.27002391.SZ長(zhǎng)青股份7.73-1.780.28600919.SH江蘇銀行6.901.022.45000887.SZ中鼎股份9.