FMF 板块多空诊断报告

数据日期:2026-09-08 | 数据来源:111指数板块 / 115细分行业 / 板块指数 | 分析框架:市场风格 + 行业主线 + 多空状态 + 资金动能 + 拥挤度
市场风格
中盘行情
上证50蓝色调整 走强0天
市场主线
能源 > 材料 > 建设
能源调整转反弹 +1.70% 最强
板块多空
4/269空头
非空头265个
拥挤度
39板块D5>1
草甘膦 1.57

1市场风格判断 - 权重 vs 中盘 vs 小票

结论

  • 权重股(上证50):蓝色调整,涨幅-0.10%,走强0天,D5=0.91,资金-0.22
  • 权重股(科创50):绿色空头,涨幅-1.52%,走强0天,D5=0.88,资金-3.06
  • 权重股(创业板50):绿色空头,涨幅-1.25%,走强0天,D5=0.87,资金-1.55
  • 中盘股(中证500):白色反弹,涨幅+0.15%,走强0天,D5=0.95,资金-0.46
  • 中盘股(中证1000):白色反弹,涨幅+0.27%,走强1天,D5=1.00,资金+0.58
  • 小票(北证50):蓝色调整,涨幅-0.97%,走强5天,D5=0.56,资金+0.08
  • 风格判断:市场偏向中盘行情
风格指数涨幅%日线状态资金走强上升D5D10D20占比%增减值
权重股上证50-0.10%蓝色调整-0.22000.910.860.776.69%-9.14
科创50-1.52%绿色空头-3.06000.880.840.754.02%-11.54
创业板50-1.25%绿色空头-1.55020.870.870.878.10%-12.94
中盘股中证500+0.15%白色反弹-0.46020.950.940.8917.28%-2.13
中证1000+0.27%白色反弹+0.58121.000.990.9822.04%+3.70
小票北证50-0.97%蓝色调整+0.08500.560.560.560.92%-2.58

2一级行业主线 - TDX行业强弱排名

主线判断

  • 能源(调整转反弹 +1.70%):走强0天,D5=0.72,资金+0.25,增减值+5.29
  • 材料(调整转反弹 +1.39%):走强0天,D5=0.87,资金+0.06,增减值+14.99
  • 建设(反弹转多头 +1.32%):走强3天,D5=0.94,资金+1.44,增减值+12.50
  • 服务(红色多头 +1.19%):走强7天,D5=0.89,资金+3.88,增减值+2.85
  • 消费(红色多头 +0.34%):走强3天,D5=1.01,资金+1.90,增减值+9.14

3板块多空状态分布

状态分布结论

  • 板块指数269个板块中:绿色空头4个(1%),非空头265个
  • 115细分行业149个中:绿色空头15个,红色多头23个
  • 市场整体多头主导,局部多头信号出现

4115细分行业强势方向 - 非空头行业明细

行业涨幅%日线状态资金走强上升做多动能做空动能空头回补获利回吐D5占比%增减值
焦炭加工+5.35%调整转反弹+2.7511+2.75---0.610.09%+76.91
焦炭加工+5.35%调整转反弹+2.7511+2.75---0.610.09%+76.91
种植业+4.62%红色多头+12.15163+12.15---0.970.83%+33.24
油服工程+4.18%调整转多头+2.4411+2.44---0.680.29%+85.52
石油化工+4.14%调整转多头+3.33151+3.33---1.050.35%+31.16
房产服务+3.70%反弹转多头+5.82153+5.82---0.760.20%+1.86
出版业+3.18%红色多头+6.5063+6.50---0.970.57%+29.48
石油+3.13%调整转多头+1.6811+1.68---0.820.87%+40.22
医疗服务+2.67%空头转反弹-0.3901---0.39-1.081.52%+69.99
全国地产+2.48%白色反弹+2.6434+2.64---0.920.41%+34.99
工业金属+2.44%调整转反弹+1.0801+1.08---1.072.74%+59.47
航空+2.17%调整转多头+2.6881+2.68---0.810.97%+17.48
军贸概念+1.95%调整转多头+3.2481---+3.240.760.69%+14.32
一般零售+1.73%红色多头+7.7564+7.75---1.150.78%+15.25
黄金概念+1.65%调整转反弹+0.9801+0.98---0.903.71%+48.23
水泥+1.45%反弹转多头+1.7931+1.79---0.880.12%+1.18
多元金融+1.41%蓝色调整+1.04121---+1.040.950.32%-2.30
文教休闲+1.32%反弹转多头+2.2263+2.22---0.920.40%+10.82
海南自贸+1.31%红色多头+2.7733+2.77---1.061.00%+15.14
镍金属+1.28%空头转反弹-0.4901---0.49-0.901.66%+38.96
盐湖提锂+1.28%空头转反弹+0.2202+0.22---0.811.23%+31.44
食品+1.26%反弹转多头+2.2723+2.27---1.121.06%+12.24
有色+1.26%空头转反弹-0.3701---0.37-0.855.72%+22.77
煤炭+1.21%蓝色调整-1.0901--1.09--0.600.66%-7.37
锂矿+1.21%空头转反弹-1.1501---1.15-0.761.59%+28.31
燃气+1.20%调整转多头+1.9181+1.91---0.820.21%+21.41
中药+1.18%调整转反弹-0.1201---0.12-0.910.70%+36.06
园区开发+1.18%空头转反弹+0.4511+0.45---1.090.09%+42.42
钴金属+1.13%空头转反弹-0.8801---0.88-0.821.54%+27.42
旅游景点+1.11%红色多头+5.03133+5.03---0.920.24%-4.22
煤炭开采+1.08%蓝色调整-1.2401--1.24--0.600.57%-14.00
煤炭开采+1.08%蓝色调整-1.2401--1.24--0.600.57%-14.00
装修装饰+1.05%白色反弹+2.6422+2.64---0.980.34%+10.35
饲料+1.04%红色多头+3.5633+3.56---0.940.34%-4.60
农用机械+1.03%红色多头+4.75143+4.75---1.050.11%+29.17
日用化工+1.01%红色多头+3.5366+3.53---0.910.16%+12.92
影视音像+0.98%红色多头+5.3073+5.30---0.800.81%-2.58
传媒+0.91%红色多头+4.5363+4.53---0.773.42%-8.66
网络游戏+0.90%红色多头+3.6273+3.62---0.762.99%-16.80
建筑工程+0.88%调整转多头+0.8831+0.88---0.930.83%+6.15
雅江水电概念+0.87%反弹转多头+1.4483+1.44---0.891.75%+6.19
船舶+0.86%红色多头+7.3654+7.36---0.540.47%-29.66
林业+0.81%红色多头+9.85113+9.85---0.810.19%-18.69
啤酒+0.80%空头转反弹-0.2914---0.29-0.920.04%+6.11
服饰+0.75%调整转多头+1.4381+1.43---0.780.45%-5.70
水利建设+0.75%调整转多头+1.71112+1.71---0.823.43%-9.18
纺织+0.74%调整转反弹+0.1501+0.15---0.890.15%+23.79
基础建设+0.74%调整转多头+0.8152+0.81---1.000.25%+23.38
医药商业+0.70%白色反弹+0.6923+0.69---0.960.25%+5.72
新型电力+0.70%调整转反弹+0.4661---+0.460.660.41%-2.30
广告包装+0.69%白色反弹+1.8753+1.87---0.690.62%-7.42
云游戏+0.63%白色反弹+2.5563+2.55---0.660.99%-29.37
6G概念+0.59%白色反弹+1.7122+1.71---1.165.51%+15.67
光通信+0.56%红色多头+3.2322+3.23---1.0114.67%+1.50
工程咨询服务+0.54%红色多头+2.8463+2.84---0.740.20%-16.69
医疗器械+0.52%调整转反弹+0.4521+0.45---0.870.67%-4.99
国防军工+0.52%白色反弹+1.5852+1.58---0.9611.47%+3.12
工程机械+0.48%白色反弹+0.4122+0.41---0.780.43%+2.14
乳制品+0.44%反弹转多头+1.54111+1.54---0.870.21%+1.84
风电+0.43%调整转反弹+0.9752+0.97---0.868.57%+2.34
商业航天+0.42%白色反弹+1.3422+1.34---1.0113.81%+3.12
互联网+0.34%反弹转多头+3.6563+3.65---0.712.07%-15.61
虚拟电厂+0.27%蓝色调整+0.4322+0.43---0.812.24%-2.79
农业综合+0.26%红色多头+5.46153+5.46---0.960.83%+24.17
信息安全+0.22%蓝色调整+1.2672---+1.260.814.80%+0.81
稀土永磁+0.21%调整转反弹+0.1402+0.14---0.901.93%+12.98
多模态AI+0.17%蓝色调整+1.9263---+1.920.773.55%-3.31
运输设备+0.16%红色多头+1.65163---+1.650.760.34%+9.70
酒店餐饮+0.15%红色多头+3.9933+3.99---1.090.12%+8.97
智谱AI+0.14%蓝色调整+2.0763---+2.070.711.83%-12.88
玻璃玻纤+0.13%蓝色调整-2.7902---2.79-0.721.04%+0.99
军工电子+0.12%蓝色调整-0.3101--0.31--0.750.72%-7.62
光伏+0.12%白色反弹+0.7122+0.71---0.9210.63%+1.66
可控核聚变+0.11%蓝色调整+0.7122+0.71---0.893.26%+1.08
红黄酒+0.09%红色多头+4.5054+4.50---1.030.11%+2.90
数字货币+0.04%蓝色调整+1.81120---+1.810.701.83%-12.19
智能电网-0.01%蓝色调整+0.4122---+0.410.895.48%+2.63
银行-0.03%蓝色调整+0.73150---+0.730.611.29%-23.48
算力租赁-0.05%蓝色调整+1.3672---+1.360.825.83%-12.57
电网设备-0.09%蓝色调整-0.4100---0.41-0.822.02%+10.83
机械基件-0.11%白色反弹-0.1102---0.11-0.831.50%-9.90
东数西算-0.11%白色反弹+1.4272---+1.420.9414.16%-5.08
固态电池-0.13%白色反弹-0.2402---0.24-0.967.51%+4.37
PEEK材料-0.14%白色反弹+0.1702---+0.170.680.98%-12.67
PCB概念-0.17%白色反弹+2.0322+2.03---1.0311.99%+3.07
纺织机械-0.18%蓝色调整-1.3400--1.34--0.620.08%+0.70
存储芯片-0.18%白色反弹-0.2902---0.29-0.9813.39%-2.44
数据中心-0.18%白色反弹+1.5752+1.57---0.9226.03%-8.38
汽车类-0.21%蓝色调整-0.2300--0.23--0.873.07%-9.14
铜缆高速连接-0.23%白色反弹+2.1822+2.18---0.962.67%-3.74
特高压-0.23%蓝色调整+0.5020---+0.500.934.20%+11.11
通用设备-0.24%白色反弹+0.5802+0.58---0.792.99%-4.80
旅游服务-0.29%红色多头+2.8450+2.84---0.690.15%-10.41
芯片-0.31%白色反弹+0.5202+0.52---0.9437.70%-5.90
人形机器人-0.37%白色反弹+0.8120+0.81---0.9611.63%-4.34
减速器-0.38%白色反弹+1.7350+1.73---0.872.11%-7.99
白酒-0.42%蓝色调整+0.5730+0.57---0.460.37%-21.29
汽车电子-0.42%白色反弹+1.5322+1.53---0.9615.86%-3.84
光刻机-0.43%白色反弹-0.9702---0.97-0.913.37%-5.18
小米汽车概念-0.47%蓝色调整+0.3300---+0.331.023.57%+14.02
汽车热管理-0.51%红色多头+1.96130---+1.960.882.44%-8.29
专用机械-0.52%白色反弹+0.8602+0.86---0.924.96%-8.20
贵金属-0.56%蓝色调整-0.0700--0.07--0.520.77%+1.34
汽车配件-0.58%蓝色调整+0.3520---+0.350.872.53%-10.22
轻工机械-0.58%蓝色调整-1.8200--1.82--0.640.03%-35.68
电器仪表-0.59%白色反弹-0.0800---0.08-1.010.98%+1.94
证券-0.60%蓝色调整-0.5100--0.51--0.671.19%-17.16
软件服务-0.60%蓝色调整-0.4000--0.40--0.683.19%-10.75
汽车零部件-0.62%蓝色调整+0.3520---+0.350.872.48%-10.44
消费电子概念-0.63%白色反弹+1.1820---+1.180.8915.74%-10.67
CPO概念-0.64%白色反弹+2.9122+2.91---0.9219.31%-8.47
液冷服务器-0.73%蓝色调整+1.9750---+1.970.9111.77%-6.52
保险-0.75%蓝色调整+1.12120---+1.120.540.42%-33.08
元器件-0.78%白色反弹+0.7902+0.79---0.9812.19%-2.44
MCU芯片-0.79%蓝色调整-0.5100--0.51--0.983.39%+7.86
工业软件-0.80%蓝色调整+0.3100---+0.310.830.55%-5.02
通信设备-0.84%白色反弹+2.1722+2.17---0.928.85%-8.47
自动化设备-0.99%白色反弹+0.8922+0.89---0.862.02%-14.18
金属新材料-1.01%白色反弹+0.8720+0.87---0.840.38%-16.25
计算机-1.04%蓝色调整-1.1500--1.15--0.734.90%-6.96
英伟达概念-1.10%白色反弹+1.0320---+1.030.816.98%-18.91
非金属材料-1.17%白色反弹+1.3302+1.33---0.840.36%+0.72
电子-1.24%白色反弹-0.9102---0.91-0.9425.02%-5.82
机床制造-1.30%蓝色调整-0.5900--0.59--0.690.17%-14.14
IT设备-2.11%蓝色调整-2.1000--2.10--0.852.02%-8.26

5领涨 / 再次转强 / 补涨 分类

领涨(走强>=5天)
草甘膦 +4.88% 走强15天
化肥概念 +4.51% 走强15天
虫害防治 +3.63% 走强15天
知识付费 +3.60% 走强7天
粮食概念 +3.50% 走强16天
供销社 +3.28% 走强16天
土地流转 +3.12% 走强16天
种业 +2.62% 走强16天
赛马概念 +2.58% 走强16天
天然气 +2.40% 走强15天
人造肉 +2.24% 走强16天
风沙治理 +2.12% 走强14天
培育钻石 +2.11% 走强5天
知识产权 +2.07% 走强7天
军贸概念 +1.95% 走强8天
租购同权 +1.82% 走强15天
水产品 +1.79% 走强31天
物业管理概念 +1.76% 走强14天
预制菜 +1.62% 走强15天
医废处理 +1.61% 走强14天
共121个
再次转强(3-4天)
代糖概念 +5.15% 走强3天
海南自贸 +1.31% 走强3天
共2个
补涨(1-2天)
磷概念 +3.20% 走强1天
可燃冰 +2.82% 走强2天
页岩气 +2.65% 走强1天
CXO概念 +2.61% 走强0天
NMN概念 +2.28% 走强2天
维生素 +2.12% 走强1天
合成生物 +2.12% 走强2天
家庭医生 +2.04% 走强2天
生物质能 +1.94% 走强2天
工业大麻 +1.88% 走强2天
免疫治疗 +1.82% 走强0天
稀缺资源 +1.77% 走强0天
黄金概念 +1.65% 走强0天
肝炎概念 +1.64% 走强0天
民营医院 +1.63% 走强2天
降解塑料 +1.51% 走强2天
AI医疗概念 +1.47% 走强1天
分散染料 +1.46% 走强2天
创新药 +1.35% 走强0天
基因概念 +1.35% 走强0天
共105个

6拥挤度分析 - D5>1 资金持续参与方向

拥挤度判断规则

  • D5/D10/D20 > 1:资金持续参与,短期/中期/长期均高于均值
  • 增减值 > 0:拥挤度上升,资金加速流入;增减值 < 0:拥挤度下降,资金撤退
  • 金额占比高 + 增减值正:大资金持续加仓方向,重点关注
板块涨幅%日线状态D5D10D20占比%增减值趋势
草甘膦+4.88%反弹转多头1.571.571.570.42%+194.66上升
赛马概念+2.58%红色多头1.531.531.530.41%+52.93上升
土地流转+3.12%红色多头1.461.461.460.90%+64.57上升
水产品+1.79%红色多头1.321.321.320.33%+31.55上升
虫害防治+3.63%反弹转多头1.311.311.310.47%+106.34上升
NMN概念+2.28%反弹转多头1.310.810.750.32%+34.13上升
代糖概念+5.15%红色多头1.231.230.950.38%+76.99上升
6G概念+0.59%白色反弹1.160.950.875.51%+15.67上升
乡村振兴+1.61%红色多头1.141.141.147.45%+21.70上升
CXO概念+2.61%空头转反弹1.130.760.521.93%+59.61上升
合成生物+2.12%反弹转多头1.130.910.702.61%+24.62上升
工业大麻+1.88%反弹转多头1.131.030.900.72%+21.39上升
预制菜+1.62%红色多头1.131.131.131.84%+13.49上升
磷概念+3.20%调整转多头1.120.960.961.73%+63.04上升
生物质能+1.94%调整转多头1.110.980.980.46%+28.01上升
毫米波雷达+0.02%红色多头1.111.091.046.09%+10.89上升
医美概念+1.32%白色反弹1.090.930.641.12%+23.64上升
华为海思-0.47%白色反弹1.091.020.812.86%+12.20上升
血氧仪+0.54%调整转反弹1.080.890.751.15%+7.60上升
医废处理+1.61%红色多头1.071.001.000.29%+39.90上升
食品安全+1.17%反弹转多头1.071.071.000.85%+18.13上升
海南自贸+1.31%红色多头1.061.020.991.00%+15.14上升
人造肉+2.24%红色多头1.051.051.050.56%+14.42上升
仿制药+1.00%空头转反弹1.050.760.411.02%+22.33上升
海峡西岸+0.68%红色多头1.051.051.053.94%+8.53上升
粤港澳+0.67%红色多头1.040.990.977.20%+4.12上升
超清视频-0.12%蓝色调整1.041.010.793.38%+9.68上升
玻璃基板-0.78%白色反弹1.040.990.693.37%+3.60上升
中俄贸易+1.36%红色多头1.031.031.031.59%+13.11上升
减肥药+1.29%空头转反弹1.030.710.411.21%+29.26上升
PCB概念-0.17%白色反弹1.031.001.0011.99%+3.07上升
养老概念+1.22%红色多头1.020.970.972.56%+22.03上升
新零售+1.13%红色多头1.021.021.024.77%+7.67上升
特斯拉概念-0.08%白色反弹1.021.021.028.17%+2.12上升
小米汽车概念-0.47%蓝色调整1.020.910.913.57%+14.02上升
种业+2.62%红色多头1.011.011.010.61%+25.29上升
光通信+0.56%红色多头1.011.010.9614.67%+1.50上升
商业航天+0.42%白色反弹1.010.990.8913.81%+3.12上升
含H股-0.01%蓝色调整1.010.910.8913.02%+2.86上升

7板块指数非空头板块明细

板块涨幅%日线状态资金走强上升D5D10D20占比%增减值
代糖概念+5.15%红色多头+6.03331.231.230.950.38%+76.99
草甘膦+4.88%反弹转多头+5.131531.571.571.570.42%+194.66
化肥概念+4.51%调整转多头+4.801520.970.970.971.71%+52.86
虫害防治+3.63%反弹转多头+4.731521.311.311.310.47%+106.34
知识付费+3.60%红色多头+7.81730.880.880.880.52%+20.80
粮食概念+3.50%红色多头+9.891630.960.960.961.60%+34.33
供销社+3.28%红色多头+6.111630.940.940.940.47%+23.28
磷概念+3.20%调整转多头+2.50121.120.960.961.73%+63.04
土地流转+3.12%红色多头+7.321631.461.461.460.90%+64.57
可燃冰+2.82%调整转多头+2.12220.730.730.730.68%+23.60
页岩气+2.65%调整转多头+1.96120.800.800.801.29%+23.08
种业+2.62%红色多头+13.531631.011.011.010.61%+25.29
CXO概念+2.61%空头转反弹+0.33021.130.760.521.93%+59.61
赛马概念+2.58%红色多头+5.111631.531.531.530.41%+52.93
天然气+2.40%调整转多头+2.461510.950.950.952.19%+29.60
NMN概念+2.28%反弹转多头+1.90221.310.810.750.32%+34.13
人造肉+2.24%红色多头+6.121631.051.051.050.56%+14.42
维生素+2.12%白色反弹+1.76120.990.880.671.07%+23.95
风沙治理+2.12%红色多头+5.471420.920.920.920.24%-7.91
合成生物+2.12%反弹转多头+2.49221.130.910.702.61%+24.62
培育钻石+2.11%红色多头+5.10520.780.780.781.00%+20.44
知识产权+2.07%红色多头+4.34730.770.770.770.78%+9.72
家庭医生+2.04%调整转反弹+1.60230.800.800.750.47%-16.37
军贸概念+1.95%调整转多头+3.24810.760.760.760.69%+14.32
生物质能+1.94%调整转多头+1.89221.110.980.980.46%+28.01
工业大麻+1.88%反弹转多头+2.16221.131.030.900.72%+21.39
免疫治疗+1.82%空头转反弹+0.02020.950.660.381.06%+40.71
租购同权+1.82%反弹转多头+2.661510.880.840.840.50%+8.94
水产品+1.79%红色多头+9.653131.321.321.320.33%+31.55
稀缺资源+1.77%调整转反弹+0.97010.860.660.653.10%+40.02
物业管理概念+1.76%红色多头+3.791430.910.910.912.38%+8.34
黄金概念+1.65%调整转反弹+0.98010.900.680.683.71%+48.23
肝炎概念+1.64%调整转反弹+0.30020.990.730.531.62%+38.14
民营医院+1.63%反弹转多头+1.76220.980.950.741.46%+8.48
预制菜+1.62%红色多头+5.871531.131.131.131.84%+13.49
医废处理+1.61%红色多头+2.681421.071.001.000.29%+39.90
乡村振兴+1.61%红色多头+4.271531.141.141.147.45%+21.70
旅游概念+1.54%红色多头+4.011130.970.970.972.31%+8.73
降解塑料+1.51%反弹转多头+2.07220.990.950.890.98%+8.89
博彩概念+1.47%红色多头+3.24730.850.850.790.22%+12.50
AI医疗概念+1.47%调整转反弹+0.45120.970.930.562.37%+11.12
分散染料+1.46%调整转反弹+1.72210.460.460.460.17%-20.96
地下管网+1.44%红色多头+2.491620.950.950.950.73%+12.99
免税概念+1.37%红色多头+4.841441.001.001.001.02%+0.16
中俄贸易+1.36%红色多头+2.671421.031.031.031.59%+13.11
创新药+1.35%空头转反弹-0.28020.950.720.474.03%+36.40
基因概念+1.35%空头转反弹+0.51020.960.740.561.91%+24.04
婴童概念+1.33%红色多头+2.10220.920.920.831.93%+13.42
辅助生殖+1.32%调整转反弹+0.40021.000.730.410.85%+26.16
医美概念+1.32%白色反弹+1.14221.090.930.641.12%+23.64
NFT概念+1.32%红色多头+4.05730.660.660.661.36%-19.55
幽门螺杆菌+1.31%调整转反弹+0.56120.850.630.530.57%+19.98
海南自贸+1.31%红色多头+2.77331.061.020.991.00%+15.14
体育概念+1.31%红色多头+2.941420.950.950.951.37%+12.73
减肥药+1.29%空头转反弹-0.57021.030.710.411.21%+29.26
盐湖提锂+1.28%空头转反弹+0.22020.810.620.621.23%+31.44
镍金属+1.28%空头转反弹-0.49010.900.600.601.66%+38.96
IP经济+1.24%红色多头+4.51730.910.910.913.08%-2.78
职业教育+1.24%红色多头+2.70820.950.950.861.77%+12.56
垃圾分类+1.23%红色多头+2.331320.940.940.940.66%+7.32
养老概念+1.22%红色多头+2.271121.020.970.972.56%+22.03
锂矿+1.21%空头转反弹-1.15010.760.550.551.59%+28.31
AI营销+1.21%白色反弹+3.87630.680.680.681.50%-11.74
聚氨酯+1.20%调整转反弹+0.97110.850.850.850.78%+27.84
超临界发电+1.19%调整转多头+0.791110.770.710.661.00%+5.63
雄安新区+1.18%调整转多头+1.721120.830.830.832.25%+4.51
食品安全+1.17%反弹转多头+1.96221.071.071.000.85%+18.13
网红经济+1.15%红色多头+3.95830.830.830.831.83%-0.80
地热能+1.14%红色多头+3.481120.770.770.770.33%+5.30
新零售+1.13%红色多头+4.111531.021.021.024.77%+7.67
钴金属+1.13%空头转反弹-0.88010.820.600.561.54%+27.42
生物疫苗+1.12%白色反弹+0.44120.900.550.380.71%+24.44
新型城镇+1.11%红色多头+2.961430.980.980.961.62%+12.74
宠物经济+1.09%红色多头+2.72630.940.940.751.20%+7.09
一带一路+1.08%调整转多头+0.90211.001.001.0014.84%+8.67
绿色建筑+1.06%红色多头+2.511420.860.860.860.80%+7.26
PPP概念+1.06%红色多头+2.091420.960.960.931.57%+17.21
烟草概念+1.03%红色多头+2.351420.750.750.750.21%-7.28
白酒概念+1.01%红色多头+2.83630.610.610.610.65%-11.10
碳中和+1.01%红色多头+1.791220.920.920.923.88%+15.46
装配式建筑+1.00%红色多头+2.831520.900.900.900.87%+5.19
智能医疗+1.00%调整转反弹+0.93220.900.900.693.95%+4.16
有机硅概念+1.00%调整转反弹+0.78120.900.900.900.71%+30.15
仿制药+1.00%空头转反弹-0.47021.050.760.411.02%+22.33
DRG-DIP+0.98%蓝色调整-0.49010.660.660.470.11%-2.86
数据确权+0.97%调整转多头+2.83730.740.740.741.11%-8.56
工业气体+0.95%调整转反弹-0.38020.730.690.690.87%+8.53
中特估+0.95%调整转多头+1.211210.830.830.834.31%-11.32
军民融合+0.94%红色多头+2.18720.860.860.863.54%+5.83
汽车拆解+0.93%调整转反弹+0.74120.790.620.620.31%+6.80
小红书概念+0.91%反弹转多头+3.17730.690.690.601.76%-11.23
钒电池+0.91%调整转反弹+0.47120.940.860.860.58%+21.44
网络游戏+0.90%红色多头+3.62730.760.760.762.99%-16.80
节能环保+0.89%红色多头+1.941420.830.830.833.28%+5.09
时空大数据+0.89%调整转反弹+1.85610.820.820.820.44%+11.76
航运概念+0.88%红色多头+2.301530.790.790.791.53%-8.73
冷链物流+0.88%红色多头+2.751630.980.980.982.44%+8.14
短剧游戏+0.88%红色多头+4.53730.770.770.772.53%-14.66
雅江水电概念+0.87%反弹转多头+1.44830.890.890.891.75%+6.19
钛金属+0.87%白色反弹+0.51120.670.670.620.30%-16.95
创投概念+0.87%红色多头+2.131120.910.870.8710.08%-9.27
跨境电商+0.85%红色多头+3.021430.820.820.824.42%-8.78
海洋经济+0.84%红色多头+2.301130.800.800.721.59%-1.07
石墨烯+0.82%红色多头+2.111520.900.900.903.38%+5.77
PVDF概念+0.82%调整转反弹-0.38010.810.530.460.43%+10.34
绿色电力+0.78%调整转多头+1.191120.860.810.775.79%+2.08
大飞机+0.76%调整转多头+1.48820.890.890.892.62%+5.71
水利建设+0.75%调整转多头+1.711120.820.820.783.43%-9.18
军工信息化+0.75%蓝色调整+0.91510.880.880.801.14%+13.15
POE胶膜+0.74%反弹转多头+1.30220.770.770.770.50%+8.36
核污染防治+0.74%反弹转多头+1.40220.930.930.930.65%+3.76
上海自贸+0.74%红色多头+1.741430.980.820.821.48%+1.76
BIPV概念+0.71%反弹转多头+1.21220.910.820.671.57%+11.91
国资云+0.70%调整转反弹+1.21710.820.820.681.62%+0.13
Web3概念+0.70%调整转反弹+2.32630.670.670.671.52%-9.99
氢能源+0.69%反弹转多头+1.02220.860.840.796.83%+2.61
超导概念+0.69%调整转反弹+0.80210.820.740.741.43%+11.68
人脑工程+0.68%白色反弹+0.99220.950.870.831.95%-4.06
海峡西岸+0.68%红色多头+3.061431.051.051.053.94%+8.53
粤港澳+0.67%红色多头+2.131421.040.990.977.20%+4.12
口罩防护+0.66%红色多头+1.47220.860.860.823.99%-6.82
元宇宙概念+0.64%红色多头+2.53720.750.750.754.10%-10.73
互联金融+0.63%调整转多头+2.491110.700.700.703.08%-12.36
云游戏+0.63%白色反弹+2.55630.660.660.660.99%-29.37
ETC概念+0.63%红色多头+2.611120.780.780.780.52%-9.37
6G概念+0.59%白色反弹+1.71221.160.950.875.51%+15.67
新型烟草+0.58%红色多头+2.61220.900.790.791.31%-9.87
氟概念+0.58%调整转反弹-0.88020.870.760.682.00%+12.56
AIGC概念+0.58%红色多头+2.83730.750.750.756.75%-11.57
光热发电+0.57%白色反弹+1.06220.810.750.730.35%+7.60
动力电池回收+0.56%调整转反弹-0.44020.930.860.862.58%+24.04
数据要素+0.56%调整转多头+2.02730.800.800.765.79%-5.28
智慧城市+0.56%调整转多头+1.68820.900.900.845.91%-1.16
光通信+0.56%红色多头+3.23221.011.010.9614.67%+1.50
高铁+0.56%调整转多头+1.271220.930.930.931.60%+5.72
血氧仪+0.54%调整转反弹+1.17221.080.890.751.15%+7.60
ST板块+0.53%红色多头+2.471430.960.820.820.61%+13.11
国防军工+0.52%白色反弹+1.58520.960.960.9511.47%+3.12
卫星导航+0.51%白色反弹+1.28221.000.940.796.45%+3.07
低空经济+0.47%红色多头+1.62820.930.930.928.92%+5.20
含B股+0.45%调整转反弹-0.06010.910.910.741.00%+10.68
新材料+0.45%白色反弹+1.06220.910.870.798.05%+1.96
人工智能+0.44%调整转多头+1.66720.880.880.8819.86%-3.74
DeepSeek概念+0.44%调整转多头+1.44720.820.820.8114.87%-6.41
风电+0.43%调整转反弹+0.97520.860.860.858.57%+2.34
商业航天+0.42%白色反弹+1.34221.010.990.8913.81%+3.12
抖音概念+0.41%红色多头+3.11730.880.880.838.41%-11.34
AI智能体+0.41%蓝色调整+1.68730.790.790.788.25%-7.95
腾讯概念+0.41%红色多头+2.47730.850.850.798.65%-13.40
大数据+0.40%蓝色调整+1.30710.790.790.736.40%-4.22
核电核能+0.39%反弹转多头+1.34520.880.880.885.90%-0.01
锂电池概念+0.38%白色反弹+0.42020.960.890.8914.46%+9.00
数字孪生+0.37%调整转多头+1.55720.800.800.743.13%-5.64
智慧政务+0.37%蓝色调整+1.82710.880.880.783.24%+9.64
鸡肉+0.36%红色多头+6.101530.800.800.800.34%+2.17
C2M概念+0.35%红色多头+3.161330.670.650.650.32%-15.40
区块链+0.35%蓝色调整+1.63810.750.750.734.63%-9.91
猪肉+0.33%红色多头+6.321530.740.740.740.64%-8.78
无人机+0.32%白色反弹+1.31720.940.940.949.30%+3.90
燃料电池+0.31%白色反弹+0.82220.850.850.833.50%-3.99
工业互联+0.30%调整转多头+1.16820.990.950.899.25%+6.60
虚拟电厂+0.27%蓝色调整+0.43220.810.730.692.24%-2.79
ChatGPT概念+0.26%蓝色调整+1.93730.660.660.663.06%-12.96
华为鸿蒙+0.25%蓝色调整+1.72810.770.770.774.06%-6.32
百度概念+0.25%调整转多头+2.13730.790.790.765.75%-10.60
HJT电池+0.25%白色反弹+0.46020.960.920.901.32%-4.23
热泵概念+0.24%红色多头+2.741320.720.720.720.96%-2.79
高端装备+0.23%白色反弹+1.17220.920.920.907.51%-4.56
阿里概念+0.23%调整转多头+2.00730.890.890.8810.77%-9.11
信息安全+0.22%蓝色调整+1.26720.810.810.694.80%+0.81
稀土永磁+0.21%调整转反弹+0.14020.900.720.671.93%+12.98
车联网+0.20%蓝色调整+1.18720.830.830.835.14%-7.55
云计算+0.20%蓝色调整+1.13720.890.890.776.67%-3.40
物联网+0.18%红色多头+1.381221.000.970.8312.37%+3.20
多模态AI+0.17%蓝色调整+1.92630.770.770.773.55%-3.31
飞行汽车+0.17%调整转多头+1.45720.910.910.912.05%-1.56
智能交通+0.17%蓝色调整+1.38720.960.960.912.77%+6.96
碳纤维概念+0.16%调整转多头+1.341320.900.900.901.37%+5.42
换电概念+0.15%红色多头+1.891320.940.910.901.20%+4.54
智谱AI+0.14%蓝色调整+2.07630.710.710.711.83%-12.88
虚拟现实+0.13%红色多头+2.30720.910.910.917.41%-8.85
光伏+0.12%白色反弹+0.71220.920.840.8010.63%+1.66
可控核聚变+0.11%蓝色调整+0.71220.890.870.873.26%+1.08
储能+0.11%白色反弹+0.93220.920.920.9218.58%+2.18
TOPCon电池+0.07%白色反弹+0.45020.950.910.841.77%-4.55
安防服务+0.05%蓝色调整+1.43720.870.870.852.31%+6.99
智能家居+0.05%红色多头+1.682820.930.930.935.23%+1.99
5G概念+0.05%红色多头+2.25220.970.970.9622.85%-3.28
边缘计算+0.04%蓝色调整+0.93220.900.900.773.71%+8.18
数字货币+0.04%蓝色调整+1.811200.700.700.701.83%-12.19
超级电容+0.03%白色反弹-0.33020.810.630.601.43%-1.27
毫米波雷达+0.02%红色多头+2.16221.111.091.046.09%+10.89
量子科技+0.00%蓝色调整+1.421320.950.810.793.92%-5.30
含可转债-0.01%白色反弹+0.10020.900.860.864.34%-4.44
含H股-0.01%蓝色调整-0.30001.010.910.8913.02%+2.86
智能电网-0.01%蓝色调整+0.41220.890.760.765.48%+2.63
钠电池-0.02%蓝色调整-0.79020.960.860.863.23%+15.12
无人驾驶-0.02%白色反弹+1.25220.930.930.9311.38%-7.25
跨境支付CIPS-0.03%蓝色调整+1.901200.710.710.711.82%-24.20
机器人概念-0.03%白色反弹+1.16220.970.970.9022.93%-2.45
算力租赁-0.05%蓝色调整+1.36720.820.820.685.83%-12.57
外骨骼机器人-0.05%白色反弹-0.73020.760.670.350.31%-22.41
国产软件-0.05%蓝色调整+1.30700.710.710.713.81%-12.80
特斯拉概念-0.08%白色反弹+1.03221.021.021.028.17%+2.12
华为算力-0.08%蓝色调整+0.77520.740.740.741.79%-1.38
电子身份证-0.09%蓝色调整+2.331300.710.710.710.51%-16.76
财税数字化-0.09%蓝色调整+0.92700.640.610.510.69%-11.19
信创-0.10%蓝色调整+1.28700.780.780.774.98%-9.76
东数西算-0.11%白色反弹+1.42720.940.940.8314.16%-5.08
BC电池-0.12%白色反弹-0.18020.870.800.771.13%-13.41
超清视频-0.12%蓝色调整+1.02701.041.010.793.38%+9.68
固态电池-0.13%白色反弹-0.24020.960.840.837.51%+4.37
电子纸-0.13%白色反弹+1.59220.840.790.500.65%-3.44
PEEK材料-0.14%白色反弹+0.17020.680.680.680.98%-12.67
充电桩-0.16%红色多头+1.622820.870.870.877.56%-2.88
一体压铸-0.17%蓝色调整+0.68200.840.820.820.77%-1.12
新能源车-0.17%白色反弹+1.22220.930.930.9323.29%-2.96
PCB概念-0.17%白色反弹+2.03221.031.001.0011.99%+3.07
存储芯片-0.18%白色反弹-0.29020.980.900.7413.39%-2.44
数据中心-0.18%白色反弹+1.57520.920.920.8926.03%-8.38
操作系统-0.20%蓝色调整+0.58800.750.750.691.96%-14.81
MiniLED-0.21%白色反弹+1.26220.940.940.844.75%-6.37
复合铜箔-0.22%白色反弹+0.89020.970.930.932.08%-3.00
铜缆高速连接-0.23%白色反弹+2.18220.960.800.802.67%-3.74
特高压-0.23%蓝色调整+0.50200.930.820.824.20%+11.11
远程办公-0.25%蓝色调整+1.11700.740.740.740.67%+4.45
钙钛矿电池-0.26%白色反弹-0.15020.880.770.662.13%-8.24
新型工业化-0.28%白色反弹+0.84220.900.900.794.37%-9.65
机器视觉-0.30%白色反弹+0.92220.880.880.884.84%-5.69
芯片-0.31%白色反弹+0.52020.940.920.8337.70%-5.90
华为汽车-0.31%蓝色调整+0.76200.870.870.862.72%-7.65
数字水印-0.32%红色多头+2.08800.920.780.750.53%+5.94
MicroLED-0.34%白色反弹+0.87220.970.930.732.74%-3.44
OLED概念-0.37%白色反弹-0.25021.000.900.726.62%+0.46
人形机器人-0.37%白色反弹+0.81200.960.940.8411.63%-4.34
星闪概念-0.37%蓝色调整+0.79800.730.730.731.00%+0.68
减速器-0.38%白色反弹+1.73500.870.870.872.11%-7.99
胎压监测-0.39%蓝色调整+0.66700.860.770.770.25%-1.56
3D打印-0.41%白色反弹+1.04200.940.880.883.67%-4.95
汽车电子-0.42%白色反弹+1.53220.960.930.8715.86%-3.84
光刻机-0.43%白色反弹-0.97020.910.830.723.37%-5.18
小米汽车概念-0.47%蓝色调整+0.33001.020.910.913.57%+14.02
华为海思-0.47%白色反弹+1.82221.091.020.812.86%+12.20
汽车热管理-0.51%红色多头+1.961300.880.880.882.44%-8.29
小米概念-0.53%白色反弹+0.56000.870.870.7410.78%-13.03
先进封装-0.55%白色反弹-0.20021.000.880.7611.27%+0.38
智能穿戴-0.55%白色反弹+0.74000.920.890.757.93%-7.63
高压快充-0.55%蓝色调整+1.07200.880.870.782.70%-11.98
第三代半导体-0.62%白色反弹-0.18020.950.840.737.35%-4.21
消费电子概念-0.63%白色反弹+1.18200.890.890.8315.74%-10.67
无线耳机-0.63%白色反弹+1.40200.950.800.803.34%-5.48
CPO概念-0.64%白色反弹+2.91220.920.920.9019.31%-8.47
汽车芯片-0.67%蓝色调整+0.19000.970.860.735.69%-2.55
工业母机-0.68%白色反弹+0.21000.930.910.832.35%-7.33
EDA概念-0.69%蓝色调整-0.65000.820.620.620.33%-5.73
苹果概念-0.70%白色反弹+1.52220.880.880.886.33%-11.63
液冷服务器-0.73%蓝色调整+1.97500.910.910.9011.77%-6.52
AI眼镜-0.75%白色反弹+0.80200.970.910.796.73%-3.43
玻璃基板-0.78%白色反弹+0.24021.040.990.693.37%+3.60
MCU芯片-0.79%蓝色调整-0.51000.980.820.733.39%+7.86
工业软件-0.80%蓝色调整+0.31000.830.780.780.55%-5.02
折叠屏-0.84%白色反弹+0.50000.990.950.773.86%-0.92
AI手机PC-0.87%蓝色调整+1.00200.960.900.744.41%-3.53
混合现实-1.04%白色反弹+1.56200.860.860.862.07%-13.57
英伟达概念-1.10%白色反弹+1.03200.810.810.816.98%-18.91

8综合结论

板块多空总结论

1. 市场风格:中盘行情
   上证50 蓝色调整 -0.10% 走强0天
2. 主线方向:能源(+1.70%) > 材料(+1.39%) > 建设(+1.32%)
   最强行业:能源 调整转反弹 +1.70%
3. 板块状态:4/269板块绿色空头(1%)
   非空头板块265个,其中多头/转反弹219个
4. 拥挤度:39个板块D5>1
   最拥挤:草甘膦 D5=1.57
   资金加速流入:草甘膦 增减值=+194.66
5. 领涨方向:
   水产品 走强31天 +1.79%
   草甘膦 走强15天 +4.88%
   化肥概念 走强15天 +4.51%
   虫害防治 走强15天 +3.63%