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FMF 板块多空诊断报告

数据日期:2026-08-28 | 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白色反弹 走强3天
市场主线
消费 > 材料 > 能源
消费白色反弹 +0.95% 最强
板块多空
0/269空头
非空头269个
拥挤度
89板块D5>1
C2M概念 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):白色反弹,涨幅-0.24%,走强3天,D5=0.76,资金+0.44
  • 权重股(科创50):白色反弹,涨幅-1.85%,走强0天,D5=0.85,资金-0.64
  • 权重股(创业板50):蓝色调整,涨幅-1.45%,走强0天,D5=1.01,资金-2.08
  • 中盘股(中证500):白色反弹,涨幅-0.64%,走强0天,D5=0.94,资金+0.68
  • 中盘股(中证1000):白色反弹,涨幅-0.36%,走强0天,D5=1.00,资金+1.51
  • 小票(北证50):绿色空头,涨幅-1.04%,走强0天,D5=1.04,资金-1.66
  • 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50-0.24%白色反弹+0.44340.760.760.706.61%-11.23
科创50-1.85%白色反弹-0.64000.850.760.634.05%-15.38
创业板50-1.45%蓝色调整-2.08001.010.930.768.64%+1.77
中盘股中证500-0.64%白色反弹+0.68030.940.940.8717.90%-1.76
中证1000-0.36%白色反弹+1.51041.000.980.9822.16%+2.40
小票北证50-1.04%绿色空头-1.66001.040.970.970.77%+7.26

2一级行业主线 - TDX行业强弱排名

主线判断

  • 消费(白色反弹 +0.95%):走强0天,D5=0.98,资金+0.48,增减值+8.74
  • 材料(红色多头 +0.87%):走强7天,D5=0.98,资金+2.79,增减值+7.07
  • 能源(红色多头 +0.66%):走强8天,D5=0.76,资金+1.97,增减值-8.69
  • 建设(白色反弹 +0.63%):走强4天,D5=0.93,资金+1.38,增减值+10.41
  • 服务(白色反弹 +0.56%):走强0天,D5=1.00,资金+0.13,增减值+20.66

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0个(0%),非空头269个
  • 115细分行业149个中:绿色空头9个,红色多头33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
房产服务+3.81%红色多头+4.9584+4.95---0.980.10%+67.49
林业+3.28%红色多头+7.3444+7.34---1.430.14%+43.11
石油化工+3.26%红色多头+4.8482+4.84---0.770.27%+42.97
种植业+2.26%红色多头+9.4694+9.46---1.020.56%+19.74
一般零售+2.03%反弹转多头+2.7944+2.79---0.850.30%+16.76
石油+1.81%红色多头+2.9382+2.93---0.790.59%+5.24
服饰+1.76%反弹转多头+1.7611+1.76---1.130.53%+24.14
饲料+1.66%白色反弹+1.5712+1.57---0.840.15%+10.30
焦炭加工+1.63%红色多头+5.7985+5.79---0.510.07%-6.56
焦炭加工+1.63%红色多头+5.7985+5.79---0.510.07%-6.56
乳制品+1.60%反弹转多头+2.3845+2.38---0.740.21%-26.20
黄金概念+1.52%红色多头+4.6173+4.61---0.764.16%-5.23
PEEK材料+1.43%反弹转多头+2.8214+2.82---1.061.31%+8.06
农业综合+1.40%红色多头+3.5384+3.53---0.900.55%+29.17
能源金属+1.37%调整转反弹+1.1103+1.11---0.721.04%+36.35
旅游景点+1.32%反弹转多头+2.3564+2.35---0.690.10%+14.35
油服工程+1.25%红色多头+3.0382+3.03---0.650.17%-5.76
贵金属+1.24%红色多头+6.9082---+6.900.681.47%+1.57
全国地产+1.12%白色反弹+2.1314+2.13---0.990.33%+32.65
军贸概念+1.09%白色反弹+1.4114+1.41---1.080.42%+9.62
燃气+1.09%白色反弹+0.9914+0.99---0.810.16%-2.43
食品+1.00%调整转反弹+0.2101+0.21---0.990.83%+10.15
盐湖提锂+0.94%反弹转多头+1.5413+1.54---0.701.39%+13.84
工业金属+0.90%红色多头+3.4673+3.46---0.802.76%-0.12
航空+0.88%白色反弹+1.1714+1.17---1.070.71%+14.12
水泥+0.88%红色多头+2.5355+2.53---0.780.11%-9.56
旅游服务+0.85%白色反弹+0.4604+0.46---0.810.10%+15.42
锂矿+0.82%红色多头+1.8813+1.88---0.742.11%+14.01
纺织+0.70%白色反弹+1.0404+1.04---0.870.15%+0.98
酒店餐饮+0.69%红色多头+2.7074+2.70---0.680.05%-12.60
建筑工程+0.68%白色反弹+0.8711+0.87---0.920.78%+9.33
基础建设+0.68%白色反弹+0.9041+0.90---0.860.23%+2.92
文教休闲+0.67%白色反弹+1.1204+1.12---0.910.30%+13.06
工程咨询服务+0.65%白色反弹+0.8201+0.82---0.870.18%+4.63
白酒+0.64%空头转反弹-0.9101---0.91-0.600.35%-16.25
汽车整车+0.64%空头转反弹-0.1101---0.11-0.730.35%+8.88
工业软件+0.59%白色反弹+1.0804+1.08---1.160.67%+62.35
海南自贸+0.57%红色多头+2.4374+2.43---0.930.94%-4.18
有色+0.57%红色多头+3.0773+3.07---0.807.47%-0.40
船舶+0.56%反弹转多头+1.9466+1.94---0.780.23%+17.74
农用机械+0.55%红色多头+4.1274+4.12---1.120.09%+11.99
雅江水电概念+0.53%白色反弹+1.3514+1.35---0.961.73%-3.02
互联网+0.42%白色反弹-0.2204---0.22-1.091.51%+23.93
钴金属+0.42%白色反弹+1.5713+1.57---0.691.77%-3.80
广告包装+0.37%白色反弹+0.1604+0.16---1.390.54%+39.51
网络游戏+0.37%白色反弹+0.6104+0.61---1.212.17%+21.06
镍金属+0.37%白色反弹+1.8763+1.87---0.671.86%-6.69
影视音像+0.34%白色反弹-0.3404---0.34-0.740.22%+14.57
智谱AI+0.34%白色反弹+0.5204+0.52---1.401.77%+40.44
日用化工+0.32%白色反弹+1.8444+1.84---0.660.13%-8.75
煤炭+0.32%红色多头+4.3986+4.39---0.740.64%-2.32
医药商业+0.28%白色反弹-0.1601---0.16-0.760.26%-8.05
煤炭开采+0.28%红色多头+4.36811+4.36---0.790.57%-1.75
煤炭开采+0.28%红色多头+4.36811+4.36---0.790.57%-1.75
多模态AI+0.27%白色反弹+0.2804+0.28---1.152.99%+17.56
非金属材料+0.25%红色多头+8.4144+8.41---1.190.45%+19.18
软件服务+0.24%白色反弹+0.2104+0.21---1.264.24%+26.33
传媒+0.23%白色反弹-0.9304---0.93-1.121.83%+29.40
信息安全+0.17%白色反弹+1.7404+1.74---1.075.67%+7.43
水利建设+0.17%红色多头+1.6344+1.63---0.943.64%-5.97
虚拟电厂+0.17%白色反弹+0.5604+0.56---0.782.37%-22.41
玻璃玻纤+0.15%白色反弹+0.0003----1.001.14%+3.72
新型电力+0.11%白色反弹+0.8245+0.82---0.690.49%-11.33
可控核聚变+0.09%白色反弹+1.9844+1.98---0.963.63%-3.63
稀土永磁+0.07%红色多头+1.8582+1.85---0.812.34%-7.28
运输设备+0.06%红色多头+1.9194+1.91---0.880.26%-1.66
计算机+0.03%白色反弹+0.3504+0.35---1.225.80%+21.68
中药+0.01%白色反弹+0.0804+0.08---0.890.79%+9.17
风电+0.00%白色反弹+1.2544+1.25---0.949.35%-6.14
光伏+0.00%白色反弹+1.7664+1.76---0.9612.13%-3.91
国防军工-0.03%白色反弹+1.5504+1.55---1.0110.99%+1.41
银行-0.04%蓝色调整+1.0080---+1.000.741.19%-16.16
汽车类-0.06%白色反弹+0.1804+0.18---0.962.74%+6.40
算力租赁-0.06%白色反弹+1.0504+1.05---1.055.69%+8.22
商业航天-0.10%白色反弹+1.4804+1.48---1.0413.93%+3.72
数字货币-0.11%红色多头+3.3054+3.30---0.881.96%-3.81
智能电网-0.13%白色反弹+1.0004+1.00---1.037.18%+3.22
云游戏-0.15%白色反弹+0.0404+0.04---1.230.99%+22.61
证券-0.17%红色多头+1.6136+1.61---0.561.26%-31.35
固态电池-0.17%白色反弹+1.7763+1.77---0.968.70%+3.06
东数西算-0.19%白色反弹+1.3204+1.32---1.0414.67%+4.43
多元金融-0.21%红色多头+2.8250+2.82---0.720.26%-12.71
金属新材料-0.21%白色反弹+1.9012+1.90---0.820.31%-12.92
轻工机械-0.22%白色反弹+1.0704+1.07---0.800.04%-7.09
火力发电-0.26%白色反弹-1.0800---1.08-0.550.41%-26.78
特高压-0.27%白色反弹+1.7164+1.71---1.015.12%+0.53
汽车零部件-0.28%白色反弹+0.3004+0.30---1.032.22%+7.35
汽车配件-0.29%白色反弹+0.2704+0.27---1.022.25%+6.88
纺织机械-0.29%白色反弹+0.4804+0.48---0.770.09%+14.88
数据中心-0.33%白色反弹+1.9104+1.91---1.0027.58%+0.25
小米汽车概念-0.43%白色反弹+1.5060+1.50---0.883.48%-1.40
光伏设备-0.43%蓝色调整-1.3400--1.34--0.861.51%-13.90
稀有金属-0.48%白色反弹+1.6503+1.65---0.781.89%-12.95
红黄酒-0.50%蓝色调整+0.4200---+0.420.670.04%+0.23
减速器-0.51%白色反弹+0.2900+0.29---0.891.71%-4.73
医疗器械-0.53%白色反弹+0.9800+0.98---0.720.72%-2.69
消费电子概念-0.53%白色反弹+2.62144+2.62---0.9616.91%-3.74
化学制药-0.55%白色反弹-2.1404---2.14-0.591.66%-8.41
英伟达概念-0.56%白色反弹+2.4102+2.41---1.087.47%+8.27
汽车热管理-0.59%白色反弹+1.6960+1.69---0.892.03%-8.89
汽车电子-0.59%白色反弹+2.33144+2.33---1.0217.03%+1.58
园区开发-0.59%蓝色调整-0.0200--0.02--0.760.07%-13.98
保险-0.60%白色反弹+1.9250+1.92---0.510.32%-17.87
人形机器人-0.61%白色反弹+0.9400+0.94---0.9711.99%+0.92
军工电子-0.65%白色反弹-0.3702---0.37-0.960.78%-3.23
PCB概念-0.65%白色反弹+3.0092+3.00---1.0312.04%+3.48
芯片-0.77%白色反弹+2.0204+2.02---0.9840.27%-2.11
装修装饰-0.78%白色反弹+2.98130+2.98---0.730.27%-17.55
元器件-0.84%白色反弹+2.2303+2.23---1.0612.89%+5.80
IT设备-0.89%白色反弹+0.6404+0.64---1.031.77%+2.86
电器仪表-0.90%白色反弹+1.0700+1.07---0.850.96%-4.32
通信设备-0.91%白色反弹+1.3402+1.34---0.979.15%-2.89
液冷服务器-0.92%红色多头+2.7360+2.73---0.9811.97%-1.68
工程机械-0.94%白色反弹-0.7900---0.79-0.900.48%+0.43
6G概念-0.97%白色反弹+1.9600+1.96---0.935.40%-6.88
光通信-0.98%红色多头+3.81120+3.81---0.9914.23%-1.22
MCU芯片-1.00%白色反弹+1.3800+1.38---0.853.54%-14.12
光刻机-1.06%白色反弹+1.7100+1.71---0.994.03%-1.35
机械基件-1.14%白色反弹-0.1000---0.10-0.891.40%-9.44
CPO概念-1.15%白色反弹+3.59110+3.59---1.0120.09%+1.17
通用设备-1.21%白色反弹+1.3800+1.38---0.892.77%-9.02
机床制造-1.23%白色反弹+1.0600+1.06---0.960.26%+2.37
铜缆高速连接-1.31%红色多头+3.10110+3.10---0.892.98%-11.04
存储芯片-1.34%白色反弹+1.9000+1.90---0.9514.07%-5.41
电子-1.40%白色反弹+0.9503+0.95---0.9726.90%-2.80
自动化设备-1.44%白色反弹+1.1900+1.19---0.841.87%-15.78
专用机械-1.51%白色反弹+2.0900+2.09---0.874.77%-10.22
生物制品-2.03%蓝色调整-0.9400--0.94--0.421.18%-21.23
半导体-2.05%白色反弹-0.3700---0.37-0.8612.51%-10.92
医疗服务-2.18%蓝色调整-0.8300--0.83--0.541.33%-7.07

5领涨 / 再次转强 / 补涨 分类

领涨(走强>=5天)
种业 +4.02% 走强9天
分散染料 +3.32% 走强8天
化肥概念 +3.16% 走强8天
风沙治理 +3.06% 走强7天
粮食概念 +2.92% 走强9天
供销社 +2.86% 走强9天
水产品 +2.83% 走强24天
虫害防治 +2.46% 走强8天
草甘膦 +1.96% 走强8天
预制菜 +1.67% 走强8天
聚氨酯 +1.67% 走强8天
免税概念 +1.56% 走强7天
可燃冰 +1.55% 走强8天
黄金概念 +1.52% 走强7天
人造肉 +1.50% 走强9天
C2M概念 +1.48% 走强6天
猪肉 +1.39% 走强8天
磷概念 +1.36% 走强8天
新零售 +1.33% 走强8天
POE胶膜 +1.32% 走强8天
共98个
再次转强(3-4天)
代糖概念 +1.19% 走强4天
旅游概念 +0.81% 走强4天
养老概念 +0.81% 走强4天
海洋经济 +0.70% 走强4天
工业大麻 +0.67% 走强4天
雄安新区 +0.66% 走强4天
地热能 +0.43% 走强4天
创投概念 +0.42% 走强4天
ETC概念 +0.33% 走强4天
互联金融 +0.31% 走强4天
超临界发电 +0.31% 走强4天
绿色电力 +0.21% 走强4天
水利建设 +0.17% 走强4天
钒电池 +0.13% 走强4天
可控核聚变 +0.09% 走强4天
风电 +0.00% 走强4天
共16个
补涨(1-2天)
PEEK材料 +1.43% 走强1天
网红经济 +1.35% 走强1天
军贸概念 +1.09% 走强1天
数字水印 +1.07% 走强1天
白酒概念 +1.06% 走强1天
远程办公 +1.05% 走强0天
AI营销 +1.02% 走强0天
IP经济 +0.95% 走强0天
盐湖提锂 +0.94% 走强1天
博彩概念 +0.91% 走强0天
氟概念 +0.86% 走强1天
工业气体 +0.82% 走强1天
锂矿 +0.82% 走强1天
时空大数据 +0.81% 走强0天
ChatGPT概念 +0.80% 走强0天
NFT概念 +0.80% 走强0天
职业教育 +0.76% 走强1天
财税数字化 +0.70% 走强0天
宠物经济 +0.61% 走强0天
工业软件 +0.59% 走强0天
共110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
C2M概念+1.48%红色多头1.571.331.090.44%+57.21上升
AI营销+1.02%白色反弹1.570.660.531.29%+70.76上升
远程办公+1.05%白色反弹1.440.920.730.81%+50.58上升
智谱AI+0.34%白色反弹1.400.800.671.77%+40.44上升
小红书概念+0.57%白色反弹1.390.620.561.63%+52.97上升
财税数字化+0.70%白色反弹1.360.830.731.13%+54.31上升
风沙治理+3.06%红色多头1.321.211.210.17%+31.59上升
ChatGPT概念+0.80%白色反弹1.300.800.643.17%+32.18上升
云游戏-0.15%白色反弹1.230.680.560.99%+22.61上升
AIGC概念+0.57%白色反弹1.210.720.685.71%+21.31上升
网络游戏+0.37%白色反弹1.210.690.612.17%+21.06上升
超级电容-0.25%白色反弹1.200.940.942.27%+19.83上升
网红经济+1.35%白色反弹1.180.770.641.28%+36.73上升
智慧政务+0.39%白色反弹1.180.800.743.29%+20.37上升
复合铜箔-0.78%白色反弹1.181.121.032.23%+18.08上升
短剧游戏+0.46%白色反弹1.170.650.551.53%+20.89上升
AI智能体+0.31%白色反弹1.170.800.758.39%+17.14上升
华为算力-0.08%白色反弹1.170.870.772.12%+16.92上升
虫害防治+2.46%红色多头1.161.121.120.29%+23.86上升
工业软件+0.59%白色反弹1.161.130.770.67%+62.35上升
国产软件+0.43%白色反弹1.160.960.814.27%+15.97上升
水产品+2.83%红色多头1.151.021.020.19%+29.07上升
多模态AI+0.27%白色反弹1.150.740.632.99%+17.56上升
化肥概念+3.16%红色多头1.141.141.141.47%+38.49上升
职业教育+0.76%白色反弹1.140.740.661.35%+26.67上升
Web3概念+0.18%白色反弹1.140.750.621.29%+23.89上升
POE胶膜+1.32%红色多头1.131.081.080.61%+21.15上升
华为鸿蒙+0.42%白色反弹1.130.930.804.14%+18.40上升
信创+0.28%白色反弹1.130.880.835.68%+13.14上升
知识付费+0.20%白色反弹1.130.780.560.22%+27.40上升
海峡西岸+0.85%红色多头1.121.080.963.17%+19.24上升
EDA概念+0.14%红色多头1.121.121.120.53%+11.92上升
MLCC概念-0.15%白色反弹1.121.000.702.65%+21.26上升
分散染料+3.32%红色多头1.101.100.940.31%+21.33上升
创投概念+0.42%红色多头1.101.040.9011.52%+12.14上升
聚氨酯+1.67%红色多头1.091.091.090.90%+26.84上升
绿色建筑+1.02%红色多头1.091.091.090.89%+24.51上升
抖音概念+0.47%白色反弹1.090.810.777.77%+8.64上升
粤港澳+0.17%红色多头1.091.050.987.28%+8.61上升
大数据+0.00%白色反弹1.090.830.827.29%+8.57上升
军贸概念+1.09%白色反弹1.080.990.750.42%+9.62上升
跨境电商+0.68%红色多头1.080.830.783.82%+18.09上升
DeepSeek概念+0.20%白色反弹1.080.840.8415.47%+8.25上升
车联网-0.01%白色反弹1.080.850.815.13%+8.29上升
英伟达概念-0.56%白色反弹1.080.980.827.47%+8.27上升
粮食概念+2.92%红色多头1.071.071.071.11%+33.58上升
石墨烯+0.62%红色多头1.071.071.073.42%+7.01上升
百度概念+0.29%白色反弹1.070.780.725.44%+6.55上升
信息安全+0.17%白色反弹1.070.810.815.67%+7.43上升
PEEK材料+1.43%反弹转多头1.060.930.931.31%+8.06上升
氟概念+0.86%白色反弹1.060.890.792.63%+10.87上升
乡村振兴+1.23%红色多头1.051.051.055.33%+14.16上升
数字孪生+0.18%白色反弹1.050.730.723.02%+5.18上升
智能交通+0.12%白色反弹1.050.790.762.41%+7.00上升
算力租赁-0.06%白色反弹1.050.670.675.69%+8.22上升
免税概念+1.56%红色多头1.041.041.040.65%+19.31上升
燃料电池+0.09%白色反弹1.041.040.943.94%+10.35上升
商业航天-0.10%白色反弹1.040.890.8913.93%+3.72上升
东数西算-0.19%白色反弹1.040.860.8614.67%+4.43上升
中俄贸易+0.83%红色多头1.031.031.031.41%+4.77上升
DRG-DIP+0.43%白色反弹1.030.810.680.16%+40.24上升
大飞机+0.29%白色反弹1.030.840.842.43%+3.29上升
腾讯概念+0.04%白色反弹1.030.770.748.24%+2.78上升
智能电网-0.13%白色反弹1.031.001.007.18%+3.22上升
华为海思-0.36%红色多头1.030.790.792.80%+2.59上升
PCB概念-0.65%白色反弹1.031.030.9312.04%+3.48上升
种业+4.02%红色多头1.020.960.960.42%+17.64上升
工业气体+0.82%白色反弹1.020.840.681.03%+7.21上升
NFT概念+0.80%白色反弹1.020.660.500.99%+29.58上升
数据要素+0.31%白色反弹1.020.760.755.79%+1.71上升
安防服务+0.21%白色反弹1.020.810.722.18%+9.91上升
工业互联+0.20%红色多头1.020.940.879.76%+1.63上升
人工智能+0.07%白色反弹1.020.850.8118.57%+1.84上升
虚拟现实-0.19%白色反弹1.020.900.857.12%+1.80上升
5G概念-0.52%红色多头1.020.980.9523.23%+2.21上升
汽车电子-0.59%白色反弹1.020.940.9117.03%+1.58上升
人造肉+1.50%红色多头1.010.870.870.44%+13.02上升
时空大数据+0.81%白色反弹1.010.800.680.37%+22.75上升
BC电池+0.41%白色反弹1.010.970.971.42%+2.35上升
口罩防护+0.37%红色多头1.010.970.884.55%+9.42上升
智慧城市+0.23%白色反弹1.010.870.866.10%+1.22上升
元宇宙概念+0.14%白色反弹1.010.720.653.30%+12.05上升
军民融合+0.08%白色反弹1.010.820.822.66%+3.40上升
国防军工-0.03%白色反弹1.010.910.9110.99%+1.41上升
物联网-0.14%红色多头1.010.860.8412.77%+0.68上升
机器人概念-0.22%白色反弹1.010.930.9023.50%+0.73上升
特高压-0.27%白色反弹1.011.011.015.12%+0.53上升
特斯拉概念-0.32%白色反弹1.011.000.968.04%+4.52上升
CPO概念-1.15%白色反弹1.010.940.9020.09%+1.17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
种业+4.02%红色多头+13.34941.020.960.960.42%+17.64
分散染料+3.32%红色多头+4.47841.101.100.940.31%+21.33
化肥概念+3.16%红色多头+5.48841.141.141.141.47%+38.49
风沙治理+3.06%红色多头+4.92741.321.211.210.17%+31.59
粮食概念+2.92%红色多头+8.84941.071.071.071.11%+33.58
供销社+2.86%红色多头+5.69940.980.980.980.32%+12.53
水产品+2.83%红色多头+7.352441.151.021.020.19%+29.07
虫害防治+2.46%红色多头+5.12841.161.121.120.29%+23.86
草甘膦+1.96%红色多头+4.12840.990.990.990.20%+2.90
预制菜+1.67%红色多头+3.34840.920.920.921.14%+14.62
聚氨酯+1.67%红色多头+3.33841.091.091.090.90%+26.84
免税概念+1.56%红色多头+2.79741.041.041.040.65%+19.31
可燃冰+1.55%反弹转多头+2.41840.930.910.910.56%+20.01
黄金概念+1.52%红色多头+4.61730.760.760.764.16%-5.23
人造肉+1.50%红色多头+4.17921.010.870.870.44%+13.02
C2M概念+1.48%红色多头+3.13641.571.331.090.44%+57.21
PEEK材料+1.43%反弹转多头+2.82141.060.930.931.31%+8.06
猪肉+1.39%红色多头+3.15840.790.750.750.36%+2.46
磷概念+1.36%红色多头+3.62860.830.830.831.49%-0.09
网红经济+1.35%白色反弹+1.52141.180.770.641.28%+36.73
新零售+1.33%红色多头+2.75840.990.990.933.59%+6.93
POE胶膜+1.32%红色多头+3.01841.131.081.080.61%+21.15
乡村振兴+1.23%红色多头+3.43841.051.051.055.33%+14.16
天然气+1.22%红色多头+2.14840.910.910.911.61%+3.96
代糖概念+1.19%反弹转多头+2.74440.880.750.750.30%+4.26
土地流转+1.15%红色多头+5.30940.980.910.910.51%+18.04
物业管理概念+1.13%红色多头+3.47740.950.950.951.88%+1.13
稀缺资源+1.12%红色多头+4.32730.750.750.753.59%-5.51
军贸概念+1.09%白色反弹+1.41141.080.990.750.42%+9.62
赛马概念+1.08%红色多头+4.94940.880.880.880.23%+2.04
数字水印+1.07%白色反弹+2.38140.990.990.950.67%+8.81
白酒概念+1.06%白色反弹+1.25140.690.550.530.53%-6.50
远程办公+1.05%白色反弹+1.10041.440.920.730.81%+50.58
有机硅概念+1.02%红色多头+2.51830.950.950.950.70%+11.17
AI营销+1.02%白色反弹-0.16041.570.660.531.29%+70.76
绿色建筑+1.02%红色多头+3.02741.091.091.090.89%+24.51
装配式建筑+0.99%红色多头+3.05840.900.900.900.79%+5.90
新型城镇+0.97%红色多头+2.57740.970.840.831.40%+7.43
航运概念+0.96%红色多头+2.39840.910.910.911.45%-0.42
IP经济+0.95%白色反弹+1.21040.880.660.661.47%+9.53
盐湖提锂+0.94%反弹转多头+1.54130.700.700.701.39%+13.84
页岩气+0.91%红色多头+2.48840.900.900.900.95%-0.53
博彩概念+0.91%白色反弹+1.11010.920.560.530.15%+36.73
降解塑料+0.90%红色多头+2.33940.960.900.900.99%+7.04
碳纤维概念+0.89%红色多头+2.16640.850.820.821.14%+0.88
鸡肉+0.87%红色多头+2.68840.770.640.640.17%-0.23
氟概念+0.86%白色反弹+1.84131.060.890.792.63%+10.87
海峡西岸+0.85%红色多头+2.38741.121.080.963.17%+19.24
PPP概念+0.84%红色多头+2.72740.910.840.841.42%-2.38
中俄贸易+0.83%红色多头+2.30741.031.031.031.41%+4.77
工业气体+0.82%白色反弹+2.07131.020.840.681.03%+7.21
锂矿+0.82%红色多头+1.88130.740.740.742.11%+14.01
时空大数据+0.81%白色反弹+0.61041.010.800.680.37%+22.75
旅游概念+0.81%反弹转多头+2.38440.910.820.821.50%+0.58
养老概念+0.81%红色多头+2.27440.930.880.882.29%+14.62
ChatGPT概念+0.80%白色反弹+1.15041.300.800.643.17%+32.18
NFT概念+0.80%白色反弹+1.02041.020.660.500.99%+29.58
职业教育+0.76%白色反弹+1.85141.140.740.661.35%+26.67
体育概念+0.74%红色多头+1.91740.910.880.801.02%+12.22
租购同权+0.73%红色多头+3.49840.750.750.750.38%+5.26
财税数字化+0.70%白色反弹+1.57041.360.830.731.13%+54.31
海洋经济+0.70%红色多头+1.95440.950.840.841.85%-4.75
ST板块+0.69%红色多头+2.54740.800.800.800.60%+3.18
跨境电商+0.68%红色多头+2.04741.080.830.783.82%+18.09
工业大麻+0.67%反弹转多头+2.21440.850.790.790.63%+4.20
雄安新区+0.66%反弹转多头+1.72440.920.820.762.04%+0.43
中特估+0.62%红色多头+1.78550.750.750.703.71%-10.86
石墨烯+0.62%红色多头+3.00841.071.071.073.42%+7.01
宠物经济+0.61%白色反弹+1.31040.780.650.651.04%-10.32
BIPV概念+0.60%红色多头+1.64540.930.760.761.79%-6.67
工业软件+0.59%白色反弹+1.08041.161.130.770.67%+62.35
AIGC概念+0.57%白色反弹+0.69041.210.720.685.71%+21.31
海南自贸+0.57%红色多头+2.43740.930.930.930.94%-4.18
小红书概念+0.57%白色反弹+0.96041.390.620.561.63%+52.97
烟草概念+0.56%红色多头+2.73740.830.830.830.20%-10.81
垃圾分类+0.55%红色多头+2.00640.840.840.770.56%+2.56
生物质能+0.54%红色多头+1.65640.790.790.710.37%-8.81
雅江水电概念+0.53%白色反弹+1.35140.960.960.831.73%-3.02
钛金属+0.52%白色反弹+1.68640.950.810.720.37%+1.17
操作系统+0.49%白色反弹+1.83140.970.810.702.06%+15.37
数据确权+0.48%白色反弹+1.34041.000.840.730.79%+10.77
抖音概念+0.47%白色反弹+1.41041.090.810.777.77%+8.64
短剧游戏+0.46%白色反弹+0.49041.170.650.551.53%+20.89
碳中和+0.45%红色多头+1.92540.890.890.893.74%-1.52
NMN概念+0.45%反弹转多头+1.74140.580.540.540.23%-13.69
医废处理+0.44%红色多头+2.13740.740.740.740.22%-9.66
地热能+0.43%红色多头+3.52460.760.760.760.24%-7.54
DRG-DIP+0.43%白色反弹-0.32021.030.810.680.16%+40.24
节能环保+0.43%红色多头+2.41740.940.940.943.44%+4.62
国产软件+0.43%白色反弹+1.57041.160.960.814.27%+15.97
华为鸿蒙+0.42%白色反弹+1.70141.130.930.804.14%+18.40
钴金属+0.42%白色反弹+1.57130.690.690.651.77%-3.80
创投概念+0.42%红色多头+2.08441.101.040.9011.52%+12.14
BC电池+0.41%白色反弹+2.17131.010.970.971.42%+2.35
家庭医生+0.41%白色反弹+0.51040.580.580.580.37%-4.28
上海自贸+0.41%红色多头+2.51740.770.770.771.39%-9.73
云计算+0.41%白色反弹+1.21040.970.820.817.14%-2.55
动力电池回收+0.39%红色多头+1.49660.930.930.892.78%+10.50
智慧政务+0.39%白色反弹+1.41041.180.800.743.29%+20.37
网络游戏+0.37%白色反弹+0.61041.210.690.612.17%+21.06
镍金属+0.37%白色反弹+1.87630.670.670.671.86%-6.69
口罩防护+0.37%红色多头+2.19741.010.970.884.55%+9.42
婴童概念+0.35%红色多头+1.64140.880.820.821.91%+0.59
智谱AI+0.34%白色反弹+0.52041.400.800.671.77%+40.44
一带一路+0.33%红色多头+1.65740.980.980.9813.81%-1.11
ETC概念+0.33%白色反弹+1.77440.880.880.880.49%-6.11
冷链物流+0.31%红色多头+2.47940.830.830.831.95%-9.45
互联金融+0.31%反弹转多头+2.59440.940.940.943.48%-0.92
数据要素+0.31%白色反弹+1.25041.020.760.755.79%+1.71
AI智能体+0.31%白色反弹+1.05041.170.800.758.39%+17.14
超临界发电+0.31%白色反弹+1.49460.690.650.560.98%-12.86
氢能源+0.30%红色多头+1.82640.920.920.877.52%-7.62
HJT电池+0.30%红色多头+1.92140.920.850.851.25%+4.42
国资云+0.30%白色反弹+1.12040.910.580.581.38%-1.24
百度概念+0.29%白色反弹+1.32041.070.780.725.44%+6.55
大飞机+0.29%白色反弹+1.39141.030.840.842.43%+3.29
阿里概念+0.28%白色反弹+1.20041.000.880.7910.66%-0.03
信创+0.28%白色反弹+1.77041.130.880.835.68%+13.14
多模态AI+0.27%白色反弹+0.28041.150.740.632.99%+17.56
超导概念+0.25%红色多头+3.04540.930.930.931.80%-7.38
区块链+0.24%白色反弹+1.50140.970.790.724.70%+5.00
智慧城市+0.23%白色反弹+1.75141.010.870.866.10%+1.22
高铁+0.23%红色多头+1.26540.870.840.781.40%-13.23
新材料+0.23%红色多头+2.49840.980.890.899.10%-2.10
安防服务+0.21%白色反弹+1.52041.020.810.722.18%+9.91
含B股+0.21%白色反弹+1.03141.000.780.781.06%+8.60
绿色电力+0.21%白色反弹+1.29440.850.800.796.01%-7.88
知识付费+0.20%白色反弹+0.56041.130.780.560.22%+27.40
TOPCon电池+0.20%红色多头+2.622040.950.900.901.90%+0.93
工业互联+0.20%红色多头+1.73141.020.940.879.76%+1.63
DeepSeek概念+0.20%白色反弹+1.29041.080.840.8415.47%+8.25
汽车拆解+0.19%白色反弹+1.02140.670.670.490.30%-0.41
维生素+0.18%红色多头+2.701640.750.720.721.13%+8.30
数字孪生+0.18%白色反弹+0.87041.050.730.723.02%+5.18
Web3概念+0.18%白色反弹+0.84041.140.750.621.29%+23.89
水利建设+0.17%红色多头+1.63440.940.830.813.64%-5.97
虚拟电厂+0.17%白色反弹+0.56040.780.780.732.37%-22.41
粤港澳+0.17%红色多头+2.32741.091.050.987.28%+8.61
信息安全+0.17%白色反弹+1.74041.070.810.815.67%+7.43
智能家居+0.16%红色多头+2.222140.940.860.844.73%-5.86
光热发电+0.15%白色反弹+1.11040.810.810.660.38%-5.03
EDA概念+0.14%红色多头+2.87641.121.121.120.53%+11.92
电子身份证+0.14%红色多头+3.63670.970.970.970.63%+17.73
元宇宙概念+0.14%白色反弹+0.93041.010.720.653.30%+12.05
钒电池+0.13%白色反弹+1.11440.800.800.680.54%+13.05
智能交通+0.12%白色反弹+1.33041.050.790.762.41%+7.00
钠电池+0.12%白色反弹+1.46530.930.930.933.49%+2.16
地下管网+0.12%红色多头+1.74940.920.920.830.56%+4.37
燃料电池+0.09%白色反弹+1.37141.041.040.943.94%+10.35
知识产权+0.09%白色反弹+0.69040.840.820.580.42%+9.54
可控核聚变+0.09%白色反弹+1.98440.960.960.963.63%-3.63
低空经济+0.08%白色反弹+1.50141.000.910.918.83%+2.42
军民融合+0.08%白色反弹+1.36041.010.820.822.66%+3.40
稀土永磁+0.07%红色多头+1.85820.810.810.812.34%-7.28
PVDF概念+0.07%白色反弹+0.90040.860.750.750.71%-14.46
人工智能+0.07%白色反弹+1.29041.020.850.8118.57%+1.84
军工信息化+0.06%白色反弹+0.44040.980.730.731.03%+2.59
锂电池概念+0.04%红色多头+2.02640.980.980.9715.93%+3.64
腾讯概念+0.04%白色反弹+1.05041.030.770.748.24%+2.78
食品安全+0.01%红色多头+2.402441.000.930.930.79%+11.31
民营医院+0.00%红色多头+2.452440.900.780.781.54%-0.31
大数据+0.00%白色反弹+1.28041.090.830.827.29%+8.57
风电+0.00%白色反弹+1.25440.940.920.929.35%-6.14
光伏+0.00%白色反弹+1.76640.960.910.9112.13%-3.91
星闪概念-0.01%白色反弹+1.87140.930.830.821.01%-2.33
车联网-0.01%白色反弹+1.42041.080.850.815.13%+8.29
量子科技-0.02%红色多头+2.54640.990.960.964.76%-1.21
国防军工-0.03%白色反弹+1.55041.010.910.9110.99%+1.41
核污染防治-0.05%白色反弹+1.31040.910.910.830.60%+5.09
培育钻石-0.06%红色多头+3.52820.920.890.890.55%-8.10
超清视频-0.06%白色反弹+1.39040.910.710.683.04%+0.59
算力租赁-0.06%白色反弹+1.05041.050.670.675.69%+8.22
换电概念-0.06%红色多头+1.49640.740.740.700.98%-17.02
华为算力-0.08%白色反弹+0.38041.170.870.772.12%+16.92
商业航天-0.10%白色反弹+1.48041.040.890.8913.93%+3.72
人脑工程-0.10%白色反弹+1.20040.870.870.832.04%+12.55
充电桩-0.11%白色反弹+1.822140.930.930.937.89%-6.85
飞行汽车-0.11%白色反弹+1.20040.850.850.821.87%-1.15
数字货币-0.11%红色多头+3.30540.880.880.881.96%-3.81
核电核能-0.12%白色反弹+1.35140.910.870.805.77%-8.50
智能电网-0.13%白色反弹+1.00041.031.001.007.18%+3.22
钙钛矿电池-0.13%白色反弹+1.82140.870.740.742.40%-13.43
物联网-0.14%红色多头+1.85541.010.860.8412.77%+0.68
3D打印-0.14%红色多头+2.72840.940.940.943.93%-6.29
热泵概念-0.14%红色多头+3.05640.820.820.820.86%-7.41
智能医疗-0.15%白色反弹+0.85040.780.670.663.76%-8.32
MLCC概念-0.15%白色反弹+1.25021.121.000.702.65%+21.26
医美概念-0.15%白色反弹+0.68040.610.530.530.94%-6.69
储能-0.15%白色反弹+1.61640.980.980.9819.69%-2.22
无人机-0.15%白色反弹+1.63040.980.910.918.82%+1.32
云游戏-0.15%白色反弹+0.04041.230.680.560.99%+22.61
含H股-0.16%红色多头+0.80800.860.860.8112.67%-4.12
血氧仪-0.17%白色反弹+1.84140.790.680.591.05%-10.13
固态电池-0.17%白色反弹+1.77630.960.960.968.70%+3.06
边缘计算-0.17%白色反弹+0.58040.960.680.683.25%+2.32
虚拟现实-0.19%白色反弹+1.65041.020.900.857.12%+1.80
东数西算-0.19%白色反弹+1.32041.040.860.8614.67%+4.43
新能源车-0.20%白色反弹+1.94641.001.001.0024.83%+0.02
机器人概念-0.22%白色反弹+1.44041.010.930.9023.50%+0.73
华为汽车-0.23%白色反弹+1.20040.870.810.772.58%-10.18
跨境支付CIPS-0.24%白色反弹+2.87540.910.910.812.00%+3.30
超级电容-0.25%白色反弹+1.25041.200.940.942.27%+19.83
高端装备-0.26%白色反弹+1.48040.940.850.857.10%-5.62
电子纸-0.26%白色反弹+1.94040.840.520.520.69%-10.61
特高压-0.27%白色反弹+1.71641.011.011.015.12%+0.53
无人驾驶-0.27%白色反弹+1.45041.000.920.8410.91%+0.31
合成生物-0.29%红色多头+1.74000.620.620.622.31%-11.17
含可转债-0.31%白色反弹+0.95040.940.940.944.78%+3.20
辅助生殖-0.32%白色反弹+0.82040.540.420.420.87%-15.37
特斯拉概念-0.32%白色反弹+1.86641.011.000.968.04%+4.52
数据中心-0.33%白色反弹+1.91041.000.940.8927.58%+0.25
华为海思-0.36%红色多头+2.801141.030.790.792.80%+2.59
胎压监测-0.36%白色反弹+1.31000.710.710.710.23%-8.12
卫星导航-0.38%白色反弹+1.28040.990.830.836.84%-0.60
毫米波雷达-0.40%白色反弹+2.492040.990.950.955.53%-1.28
无线耳机-0.41%红色多头+2.63640.900.900.863.77%+2.07
小米汽车概念-0.43%白色反弹+1.50600.880.880.883.48%-1.40
机器视觉-0.44%白色反弹+1.48020.930.820.764.47%-3.35
通达信88-0.44%白色反弹-0.51000.860.860.7110.50%-4.95
小米概念-0.46%白色反弹+1.70040.960.830.7411.97%-1.93
新型工业化-0.46%白色反弹+1.39000.990.850.854.69%-1.23
一体压铸-0.47%白色反弹+1.59600.890.890.890.83%-8.20
混合现实-0.51%白色反弹+1.77000.810.810.811.70%-11.63
幽门螺杆菌-0.51%白色反弹+1.75000.680.670.670.72%-8.74
减速器-0.51%白色反弹+0.29000.890.710.711.71%-4.73
5G概念-0.52%红色多头+2.722041.020.980.9523.23%+2.21
消费电子概念-0.53%白色反弹+2.621440.960.900.8816.91%-3.74
英伟达概念-0.56%白色反弹+2.41021.080.980.827.47%+8.27
汽车电子-0.59%白色反弹+2.331441.020.940.9117.03%+1.58
汽车热管理-0.59%白色反弹+1.69600.890.890.892.03%-8.89
AI医疗概念-0.61%白色反弹+0.07000.620.520.522.21%-0.68
人形机器人-0.61%白色反弹+0.94000.970.870.8711.99%+0.92
外骨骼机器人-0.63%白色反弹-1.28000.760.410.410.37%+1.01
智能穿戴-0.63%白色反弹+2.19040.960.840.828.91%-0.11
PCB概念-0.65%白色反弹+3.00921.031.030.9312.04%+3.48
含GDR-0.66%白色反弹-0.15000.790.790.730.82%-6.34
MicroLED-0.68%白色反弹+2.36000.870.700.702.63%-10.36
折叠屏-0.69%白色反弹+2.60900.990.810.814.02%-1.14
高压快充-0.71%白色反弹+1.53000.920.920.822.89%-5.90
基因概念-0.73%白色反弹+1.49000.620.600.602.07%-12.64
肝炎概念-0.76%白色反弹+1.18000.650.590.591.81%-9.60
新型烟草-0.76%红色多头+3.331900.850.850.851.41%-8.75
芯片-0.77%白色反弹+2.02040.980.890.8940.27%-2.11
复合铜箔-0.78%白色反弹+2.971231.181.121.032.23%+18.08
AI眼镜-0.78%白色反弹+1.82000.980.820.826.96%-2.17
玻璃基板-0.80%白色反弹+1.92020.960.700.703.41%+0.40
工业母机-0.81%白色反弹+1.15000.910.830.812.34%-9.14
MiniLED-0.82%白色反弹+2.45000.890.830.834.70%-6.54
AI手机PC-0.84%白色反弹+2.371000.940.770.774.58%-6.46
生物疫苗-0.92%白色反弹+1.22000.480.480.480.90%-17.16
液冷服务器-0.92%红色多头+2.73600.980.920.8911.97%-1.68
OLED概念-0.94%白色反弹+1.89000.950.790.797.33%-0.60
仿制药-0.94%白色反弹-0.36000.480.380.380.95%-19.16
苹果概念-0.95%红色多头+2.811100.970.950.886.77%-2.62
6G概念-0.97%白色反弹+1.96000.930.850.855.40%-6.88
光通信-0.98%红色多头+3.811200.990.930.9114.23%-1.22
MCU芯片-1.00%白色反弹+1.38000.850.760.713.54%-14.12
光刻机-1.06%白色反弹+1.71000.990.860.864.03%-1.35
汽车芯片-1.14%白色反弹+1.69000.840.760.745.94%-9.77
第三代半导体-1.14%白色反弹+1.91000.960.840.848.52%-1.68
CPO概念-1.15%白色反弹+3.591101.010.940.9020.09%+1.17
创新药-1.15%白色反弹+0.28000.540.480.484.15%-12.48
次新股-1.31%白色反弹-0.80000.940.820.752.64%-5.79
铜缆高速连接-1.31%红色多头+3.101100.890.890.892.98%-11.04
先进封装-1.33%白色反弹+1.94000.920.790.7911.70%-8.39
存储芯片-1.34%白色反弹+1.90000.950.770.7414.07%-5.41
减肥药-1.60%白色反弹-0.16000.500.410.411.22%-13.38
免疫治疗-1.81%蓝色调整+0.53000.500.420.421.17%-9.98
CXO概念-2.01%蓝色调整+0.02000.520.430.431.61%-9.69

8综合结论

板块多空总结论

1. 市场风格:中盘行情
   上证50 白色反弹 -0.24% 走强3天
   北证50 绿色空头 -1.04% 承压
2. 主线方向:消费(+0.95%) > 材料(+0.87%) > 能源(+0.66%)
   最强行业:消费 白色反弹 +0.95%
3. 板块状态:0/269板块绿色空头(0%)
   非空头板块269个,其中多头/转反弹267个
4. 拥挤度:89个板块D5>1
   最拥挤:C2M概念 D5=1.57
   资金加速流入:AI营销 增减值=+70.76
5. 领涨方向:
   水产品 走强24天 +2.83%
   种业 走强9天 +4.02%
   分散染料 走强8天 +3.32%
   化肥概念 走强8天 +3.16%
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