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FMF 板块多空诊断报告

数据日期:2026-09-09 | 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
能源白色反弹 +1.11% 最强
板块多空
10/268空头
非空头258个
拥挤度
61板块D5>1
代糖概念 1.61

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+0.06%,走强0天,D5=0.79,资金-0.24
  • 权重股(创业板50):绿色空头,涨幅-0.06%,走强0天,D5=0.76,资金-1.68
  • 权重股(科创50):绿色空头,涨幅-0.69%,走强0天,D5=0.70,资金-3.42
  • 中盘股(中证500):白色反弹,涨幅-0.03%,走强0天,D5=0.99,资金-0.50
  • 中盘股(中证1000):白色反弹,涨幅-0.14%,走强2天,D5=1.00,资金+0.36
  • 小票(北证50):蓝色调整,涨幅-0.41%,走强0天,D5=0.58,资金-0.18
  • 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+0.06%蓝色调整-0.24010.790.750.675.83%-12.75
创业板50-0.06%绿色空头-1.68030.760.760.767.11%-12.18
科创50-0.69%绿色空头-3.42000.700.670.603.19%-20.52
中盘股中证500-0.03%白色反弹-0.50030.990.950.8917.43%+0.82
中证1000-0.14%白色反弹+0.36231.000.990.9721.97%-0.33
小票北证50-0.41%蓝色调整-0.18000.580.580.580.95%+3.11

2一级行业主线 - TDX行业强弱排名

主线判断

  • 能源(白色反弹 +1.11%):走强1天,D5=0.88,资金+1.27,增减值+21.60
  • 材料(白色反弹 +0.93%):走强1天,D5=0.97,资金+0.83,增减值+11.71
  • 制造(绿色空头 +0.31%):走强0天,D5=0.97,资金-0.60,增减值+4.42
  • 金融(蓝色调整 +0.25%):走强0天,D5=0.54,资金+0.56,增减值-19.08
  • 信息(白色反弹 -0.04%):走强0天,D5=0.87,资金-0.44,增减值-6.19

3板块多空状态分布

状态分布结论

  • 板块指数268个板块中:绿色空头10个(4%),非空头258个
  • 115细分行业149个中:绿色空头18个,红色多头30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
非金属材料+3.65%白色反弹+3.2213+3.22---1.010.43%+21.25
煤炭开采+2.77%调整转反弹+0.9702+0.97---0.820.78%+37.54
煤炭开采+2.77%调整转反弹+0.9702+0.97---0.820.78%+37.54
煤炭+2.76%调整转反弹+1.1002+1.10---0.820.91%+37.27
红黄酒+2.73%红色多头+5.8465+5.84---1.170.13%+16.83
焦炭加工+2.45%反弹转多头+4.9722+4.97---0.830.12%+35.58
焦炭加工+2.45%反弹转多头+4.9722+4.97---0.830.12%+35.58
工业金属+2.04%反弹转多头+2.4012+2.40---1.163.17%+15.55
船舶+1.97%红色多头+7.6565+7.65---0.710.62%+32.19
玻璃玻纤+1.95%调整转反弹-1.1903---1.19-0.841.15%+10.46
铜缆高速连接+1.89%反弹转多头+3.5433+3.54---1.403.89%+45.48
贵金属+1.88%蓝色调整+0.5701---+0.570.761.12%+46.29
军贸概念+1.71%红色多头+4.5992+4.59---1.020.92%+33.49
火力发电+1.68%空头转反弹+0.8812+0.88---1.580.84%+80.30
有色+1.47%白色反弹+0.6202+0.62---1.016.80%+19.01
航空+1.25%红色多头+3.7792+3.77---1.031.23%+26.56
电网设备+1.15%调整转反弹+0.3911+0.39---0.982.40%+18.60
林业+1.12%红色多头+9.92124+9.92---1.020.24%+25.12
水力发电+1.09%空头转反弹-0.0801--0.08--0.760.31%+7.71
黄金概念+1.08%白色反弹+1.5412+1.54---1.014.16%+12.30
稀有金属+0.98%空头转反弹-1.2403---1.24-1.001.53%+22.47
元器件+0.95%白色反弹+1.2113+1.21---0.9612.04%-1.22
军工电子+0.94%调整转反弹+0.4512+0.45---0.940.90%+24.45
钴金属+0.92%白色反弹-0.0602---0.06-0.851.60%+3.45
PCB概念+0.85%白色反弹+2.4633+2.46---1.0612.75%+6.33
通信设备+0.82%白色反弹+2.4533+2.45---0.959.21%+4.03
光通信+0.72%红色多头+3.5633+3.56---1.0515.47%+5.48
可控核聚变+0.71%调整转反弹+1.1833+1.18---1.083.94%+20.96
石油化工+0.71%红色多头+4.13162+4.13---0.930.32%-6.92
镍金属+0.69%白色反弹+0.0602+0.06---0.951.74%+4.80
特高压+0.65%调整转反弹+0.9531+0.95---1.145.16%+22.77
种植业+0.57%红色多头+11.28174+11.28---1.261.07%+29.21
风电+0.57%反弹转多头+1.3763+1.37---1.0910.80%+26.09
CPO概念+0.51%白色反弹+2.9933+2.99---0.9319.55%+1.25
机械基件+0.50%白色反弹+0.3203+0.32---0.861.55%+3.55
盐湖提锂+0.49%白色反弹+0.6413+0.64---0.781.19%-2.53
保险+0.47%蓝色调整+0.84130---+0.840.440.34%-18.69
基础建设+0.45%红色多头+1.1163+1.11---1.120.28%+12.89
工程机械+0.43%白色反弹+0.4733+0.47---0.870.44%+1.08
燃气+0.42%红色多头+2.2292+2.22---0.890.22%+8.31
银行+0.39%蓝色调整+0.94161---+0.940.541.04%-19.11
金属新材料+0.37%白色反弹+0.9731+0.97---0.820.37%-1.98
建筑工程+0.33%红色多头+1.1342+1.13---0.990.89%+7.34
轻工机械+0.33%蓝色调整-1.6101--1.61--0.560.03%-12.67
锂矿+0.27%白色反弹-0.7902---0.79-0.741.55%-2.51
纺织机械+0.25%蓝色调整-1.1401--1.14--0.620.08%+0.02
专用机械+0.25%白色反弹+0.9613+0.96---0.975.24%+5.70
石油+0.23%红色多头+2.3922+2.39---0.740.78%-9.60
新型电力+0.23%反弹转多头+0.6172---+0.610.690.44%+5.69
自动化设备+0.20%白色反弹+0.8933+0.89---1.012.37%+17.39
国防军工+0.20%反弹转多头+1.7663+1.76---1.0812.88%+12.23
工程咨询服务+0.18%红色多头+2.5574---+2.550.750.21%+1.43
食品+0.17%红色多头+2.0234+2.02---1.181.25%+18.44
稀土永磁+0.16%白色反弹+0.2403+0.24---1.022.19%+13.50
雅江水电概念+0.14%红色多头+1.4394+1.43---1.032.01%+14.84
商业航天+0.11%白色反弹+1.3333+1.33---1.0915.03%+8.78
6G概念+0.11%白色反弹+1.6033+1.60---1.156.32%+14.77
农业综合+0.11%红色多头+4.92164+4.92---0.910.79%-5.13
光伏+0.08%白色反弹+0.7333+0.73---1.0311.84%+11.39
固态电池+0.08%白色反弹-0.1703---0.17-1.058.07%+7.45
智能电网+0.06%蓝色调整+0.4133---+0.411.056.48%+18.27
电子+0.05%白色反弹-0.9903---0.99-0.8622.82%-8.77
一般零售+0.02%红色多头+6.5275+6.52---0.970.75%-2.92
虚拟电厂+0.01%蓝色调整+0.3933+0.39---0.862.39%+6.74
通用设备-0.04%白色反弹+0.5603+0.56---0.813.04%+1.74
海南自贸-0.05%红色多头+2.5244+2.52---1.031.03%+3.02
运输设备-0.06%红色多头+1.63170---+1.630.870.39%+15.24
汽车电子-0.10%白色反弹+1.3330---+1.330.9215.24%-3.95
油服工程-0.14%红色多头+3.0622+3.06---0.590.25%-12.61
汽车零部件-0.17%蓝色调整+0.2200---+0.220.752.15%-13.44
汽车配件-0.17%蓝色调整+0.2200---+0.220.752.20%-13.26
液冷服务器-0.17%蓝色调整+1.6060---+1.600.8611.14%-5.33
水泥-0.20%红色多头+1.5042+1.50---0.740.10%-15.69
存储芯片-0.23%白色反弹-0.3903---0.39-0.8711.94%-10.82
饲料-0.25%红色多头+3.3144+3.31---0.890.32%-5.13
汽车类-0.28%蓝色调整-0.3800--0.38--0.772.72%-11.30
证券-0.30%蓝色调整-0.9800--0.98--0.540.96%-19.06
芯片-0.30%白色反弹+0.2400+0.24---0.9136.28%-3.78
数据中心-0.31%白色反弹+1.1560---+1.150.9025.67%-1.39
消费电子概念-0.37%蓝色调整+0.7800---+0.780.8815.47%-1.71
多元金融-0.39%蓝色调整+0.82130---+0.820.760.26%-19.55
光刻机-0.43%白色反弹-1.0400---1.04-1.023.63%+7.62
园区开发-0.44%蓝色调整+0.1100+0.11---0.800.07%-19.80
汽车热管理-0.46%红色多头+1.39140---+1.390.932.57%+5.42
人形机器人-0.47%蓝色调整+0.3100---+0.310.9711.80%+1.47
水利建设-0.48%红色多头+1.26120---+1.260.953.96%+15.61
MCU芯片-0.48%蓝色调整-0.7600--0.76--0.852.87%-15.28
服饰-0.59%蓝色调整+0.7790---+0.770.730.42%-6.42
东数西算-0.60%蓝色调整+0.7380---+0.730.9514.25%+0.64
啤酒-0.65%白色反弹-0.6900---0.69-0.940.04%-0.08
小米汽车概念-0.69%蓝色调整-0.2100--0.21--0.963.42%-4.39
英伟达概念-0.70%蓝色调整+0.2800---+0.280.685.84%-16.30
纺织-0.71%蓝色调整-0.3300--0.33--0.880.15%-0.99
PEEK材料-0.80%蓝色调整-0.3100--0.31--0.861.24%+25.94
医药商业-0.84%白色反弹+0.1930+0.19---0.830.21%-16.79
装修装饰-0.88%白色反弹+1.9130+1.91---0.860.29%-14.48
文教休闲-0.94%红色多头+1.4570---+1.450.850.37%-7.60
酒店餐饮-0.94%红色多头+2.4540---+2.450.820.10%-17.95
中药-0.95%蓝色调整-0.6200---0.62-0.880.63%-10.54
算力租赁-0.99%蓝色调整+0.3600---+0.360.735.24%-10.01
减速器-1.01%蓝色调整+0.7760---+0.770.751.82%-13.76
乳制品-1.06%蓝色调整+0.53120---+0.530.970.22%+0.63
旅游景点-1.10%红色多头+3.41140---+3.411.020.26%+11.12
计算机-1.11%蓝色调整-2.1100--2.11--0.624.20%-14.33
广告包装-1.12%蓝色调整+0.7760---+0.770.640.58%-6.09
信息安全-1.17%蓝色调整+0.1700---+0.170.834.90%+2.05
农用机械-1.23%红色多头+3.45150---+3.450.800.09%-19.63
工业软件-1.24%蓝色调整-0.8100--0.81--0.790.52%-4.89
软件服务-1.28%蓝色调整-1.5800--1.58--0.622.93%-8.28
旅游服务-1.50%蓝色调整+1.0960---+1.090.590.13%-14.13
智谱AI-1.78%蓝色调整+0.3370---+0.330.611.58%-13.90
数字货币-1.82%蓝色调整+0.1600---+0.160.631.63%-10.49
多模态AI-1.87%蓝色调整+0.2200---+0.220.673.00%-15.40
医疗器械-1.88%蓝色调整-0.7700--0.77--0.970.70%+4.12
日用化工-1.89%红色多头+2.0670---+2.060.920.16%+1.09
全国地产-2.06%蓝色调整+1.2340+1.23---0.850.38%-7.70
网络游戏-2.27%蓝色调整+1.6580---+1.650.702.74%-8.17
互联网-2.36%蓝色调整+1.4270---+1.420.681.97%-4.93
影视音像-2.39%蓝色调整+2.9580---+2.950.770.78%-3.60
云游戏-2.72%蓝色调整+0.3270---+0.320.650.96%-2.63
传媒-2.90%蓝色调整+1.8970---+1.890.693.04%-11.15
房产服务-3.40%蓝色调整+3.23160---+3.230.790.20%-1.94
出版业-3.81%蓝色调整+3.1970---+3.190.800.46%-20.38

5领涨 / 再次转强 / 补涨 分类

领涨(走强>=5天)
培育钻石 +3.18% 走强6天
水产品 +1.80% 走强32天
军贸概念 +1.71% 走强9天
航运概念 +1.42% 走强16天
海洋经济 +0.98% 走强12天
超临界发电 +0.84% 走强12天
草甘膦 +0.70% 走强16天
大飞机 +0.66% 走强9天
风电 +0.57% 走强6天
粮食概念 +0.48% 走强17天
中特估 +0.48% 走强13天
化肥概念 +0.38% 走强16天
核电核能 +0.33% 走强6天
碳纤维概念 +0.31% 走强14天
军民融合 +0.24% 走强8天
免税概念 +0.24% 走强15天
绿色电力 +0.23% 走强12天
石墨烯 +0.22% 走强16天
国防军工 +0.20% 走强6天
种业 +0.15% 走强17天
共30个
再次转强(3-4天)
铜缆高速连接 +1.89% 走强3天
代糖概念 +1.42% 走强4天
超导概念 +0.97% 走强3天
PCB概念 +0.85% 走强3天
光通信 +0.72% 走强3天
可控核聚变 +0.71% 走强3天
一带一路 +0.69% 走强3天
特高压 +0.65% 走强3天
CPO概念 +0.51% 走强3天
生物质能 +0.32% 走强3天
新材料 +0.24% 走强3天
MicroLED +0.13% 走强3天
商业航天 +0.11% 走强3天
6G概念 +0.11% 走强3天
光伏 +0.08% 走强3天
MiniLED +0.07% 走强3天
智能电网 +0.06% 走强3天
氢能源 +0.03% 走强3天
降解塑料 +0.01% 走强3天
虚拟电厂 +0.01% 走强3天
共27个
补涨(1-2天)
黄金概念 +1.08% 走强1天
钴金属 +0.92% 走强0天
稀缺资源 +0.85% 走强1天
含GDR +0.70% 走强0天
镍金属 +0.69% 走强0天
玻璃基板 +0.55% 走强0天
磷概念 +0.52% 走强2天
盐湖提锂 +0.49% 走强1天
含H股 +0.47% 走强0天
超级电容 +0.41% 走强0天
复合铜箔 +0.33% 走强1天
钛金属 +0.33% 走强2天
BC电池 +0.30% 走强0天
钒电池 +0.30% 走强2天
锂矿 +0.27% 走强0天
氟概念 +0.21% 走强0天
第三代半导体 +0.20% 走强0天
先进封装 +0.17% 走强0天
稀土永磁 +0.16% 走强0天
TOPCon电池 +0.15% 走强0天
共33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
代糖概念+1.42%红色多头1.611.611.530.61%+60.66上升
铜缆高速连接+1.89%反弹转多头1.401.161.163.89%+45.48上升
PVDF概念-0.11%1.290.820.720.68%+56.11上升
土地流转+0.14%红色多头1.271.271.271.14%+27.26上升
量子科技-0.50%蓝色调整1.211.041.025.02%+28.00上升
钙钛矿电池+0.01%白色反弹1.201.000.862.78%+30.62上升
大飞机+0.66%红色多头1.191.191.193.48%+33.05上升
超临界发电+0.84%红色多头1.181.091.011.53%+53.12上升
海洋经济+0.98%红色多头1.171.171.052.32%+46.04上升
供销社-0.39%红色多头1.171.171.170.58%+24.12上升
6G概念+0.11%白色反弹1.151.091.006.32%+14.77上升
特高压+0.65%调整转反弹1.141.011.015.16%+22.77上升
超导概念+0.97%反弹转多头1.131.021.021.98%+38.06上升
MicroLED+0.13%白色反弹1.121.090.853.19%+16.38上升
航运概念+1.42%红色多头1.111.111.112.16%+40.55上升
卫星导航-0.23%白色反弹1.111.040.877.14%+10.65上升
3D打印-0.29%蓝色调整1.101.021.024.25%+15.94上升
乡村振兴-0.45%红色多头1.101.101.108.16%+9.64上升
风电+0.57%反弹转多头1.091.081.0710.80%+26.09上升
商业航天+0.11%白色反弹1.091.080.9715.03%+8.78上升
有机硅概念+0.01%白色反弹1.091.091.090.86%+21.82上升
虫害防治-0.04%红色多头1.091.091.090.51%+9.38上升
高压快充-0.28%蓝色调整1.091.090.993.34%+23.90上升
可控核聚变+0.71%调整转反弹1.081.051.053.94%+20.96上升
粮食概念+0.48%红色多头1.081.081.081.79%+12.19上升
国防军工+0.20%反弹转多头1.081.081.0612.88%+12.23上升
降解塑料+0.01%红色多头1.081.070.961.06%+8.38上升
折叠屏-0.21%蓝色调整1.071.030.844.18%+8.27上升
工业母机-0.50%蓝色调整1.071.050.952.71%+15.22上升
风沙治理-0.77%红色多头1.071.071.070.28%+16.03上升
PCB概念+0.85%白色反弹1.061.061.0612.75%+6.33上升
基因概念-1.19%绿色空头1.060.880.612.11%+10.43上升
光通信+0.72%红色多头1.051.051.0215.47%+5.48上升
核电核能+0.33%红色多头1.051.051.057.06%+19.65上升
新材料+0.24%白色反弹1.051.000.909.26%+15.02上升
种业+0.15%红色多头1.051.051.050.64%+4.79上升
固态电池+0.08%白色反弹1.050.930.898.07%+7.45上升
智能电网+0.06%蓝色调整1.050.900.906.48%+18.27上升
核污染防治-0.02%红色多头1.051.051.050.73%+12.37上升
一带一路+0.69%红色多头1.041.041.0415.47%+4.29上升
化肥概念+0.38%红色多头1.041.041.041.82%+6.65上升
第三代半导体+0.20%白色反弹1.030.920.797.93%+7.99上升
雅江水电概念+0.14%红色多头1.031.031.032.01%+14.84上升
光伏+0.08%白色反弹1.030.940.8911.84%+11.39上升
海南自贸-0.05%红色多头1.031.031.021.03%+3.02上升
军贸概念+1.71%红色多头1.021.021.020.92%+33.49上升
免税概念+0.24%红色多头1.021.021.021.05%+2.23上升
稀土永磁+0.16%白色反弹1.020.850.762.19%+13.50上升
特斯拉概念-0.24%白色反弹1.021.021.028.32%+1.84上升
光刻机-0.43%白色反弹1.020.890.783.63%+7.62上升
BIPV概念-0.66%白色反弹1.020.860.701.64%+4.83上升
华为汽车-0.69%蓝色调整1.021.021.013.20%+17.61上升
医美概念-0.92%白色反弹1.020.950.651.14%+1.59上升
辅助生殖-1.03%白色反弹1.020.750.420.87%+1.90上升
黄金概念+1.08%白色反弹1.010.760.764.16%+12.30上升
生物质能+0.32%红色多头1.010.980.980.47%+0.82上升
石墨烯+0.22%红色多头1.011.011.013.79%+12.20上升
钠电池-0.15%蓝色调整1.010.910.913.41%+5.43上升
数字水印-0.61%蓝色调整1.010.860.830.59%+10.22上升
赛马概念-0.73%红色多头1.011.011.010.41%+0.78上升
婴童概念-1.10%白色反弹1.010.930.831.94%+0.79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
培育钻石+3.18%红色多头+6.89630.980.980.981.25%+25.63
铜缆高速连接+1.89%反弹转多头+3.54331.401.161.163.89%+45.48
水产品+1.80%红色多头+9.603240.950.950.950.31%-5.14
军贸概念+1.71%红色多头+4.59921.021.021.020.92%+33.49
航运概念+1.42%红色多头+3.161641.111.111.112.16%+40.55
代糖概念+1.42%红色多头+7.03441.611.611.530.61%+60.66
黄金概念+1.08%白色反弹+1.54121.010.760.764.16%+12.30
海洋经济+0.98%红色多头+3.051241.171.171.052.32%+46.04
超导概念+0.97%反弹转多头+1.43321.131.021.021.98%+38.06
钴金属+0.92%白色反弹-0.06020.850.620.621.60%+3.45
PCB概念+0.85%白色反弹+2.46331.061.061.0612.75%+6.33
稀缺资源+0.85%白色反弹+1.63120.980.750.743.52%+13.80
超临界发电+0.84%红色多头+1.521221.181.091.011.53%+53.12
光通信+0.72%红色多头+3.56331.051.051.0215.47%+5.48
可控核聚变+0.71%调整转反弹+1.18331.081.051.053.94%+20.96
草甘膦+0.70%红色多头+5.761641.001.001.000.42%-0.40
含GDR+0.70%空头转反弹-0.84030.810.740.740.76%+2.17
镍金属+0.69%白色反弹+0.06020.950.630.631.74%+4.80
一带一路+0.69%红色多头+1.45321.041.041.0415.47%+4.29
大飞机+0.66%红色多头+2.11931.191.191.193.48%+33.05
特高压+0.65%调整转反弹+0.95311.141.011.015.16%+22.77
风电+0.57%反弹转多头+1.37631.091.081.0710.80%+26.09
玻璃基板+0.55%白色反弹+0.58030.950.940.663.19%-5.10
磷概念+0.52%红色多头+3.08230.990.950.951.71%-1.39
CPO概念+0.51%白色反弹+2.99330.930.930.9219.55%+1.25
盐湖提锂+0.49%白色反弹+0.64130.780.610.611.19%-2.53
粮食概念+0.48%红色多头+9.261741.081.081.081.79%+12.19
中特估+0.48%红色多头+1.461320.830.830.834.28%-0.71
含H股+0.47%蓝色调整+0.04010.910.830.8011.82%-9.26
超级电容+0.41%白色反弹-0.04031.000.730.691.65%+14.95
化肥概念+0.38%红色多头+5.231631.041.041.041.82%+6.65
复合铜箔+0.33%白色反弹+1.08130.980.940.942.10%+0.94
核电核能+0.33%红色多头+1.55631.051.051.057.06%+19.65
钛金属+0.33%白色反弹+0.86230.830.830.800.37%+23.75
生物质能+0.32%红色多头+2.22331.010.980.980.47%+0.82
碳纤维概念+0.31%红色多头+1.641431.001.001.001.52%+11.20
BC电池+0.30%白色反弹+0.09030.860.790.771.13%-0.11
钒电池+0.30%白色反弹+0.81230.980.900.900.60%+4.01
锂矿+0.27%白色反弹-0.79020.740.540.541.55%-2.51
新材料+0.24%白色反弹+1.25331.051.000.909.26%+15.02
军民融合+0.24%红色多头+2.46830.980.980.984.04%+14.13
免税概念+0.24%红色多头+4.251551.021.021.021.05%+2.23
绿色电力+0.23%红色多头+1.331231.000.950.916.77%+17.07
石墨烯+0.22%红色多头+2.161631.011.011.013.79%+12.20
氟概念+0.21%白色反弹-0.65030.990.800.712.09%+4.55
第三代半导体+0.20%白色反弹-0.01031.030.920.797.93%+7.99
国防军工+0.20%反弹转多头+1.76631.081.081.0612.88%+12.23
先进封装+0.17%白色反弹-0.07030.940.830.7110.57%-6.14
稀土永磁+0.16%白色反弹+0.24031.020.850.762.19%+13.50
TOPCon电池+0.15%白色反弹+0.50030.950.900.831.77%-0.52
种业+0.15%红色多头+11.621741.051.051.050.64%+4.79
雅江水电概念+0.14%红色多头+1.43941.031.031.032.01%+14.84
含B股+0.14%白色反弹+0.12020.940.900.741.00%-0.67
土地流转+0.14%红色多头+6.881741.271.271.271.14%+27.26
MicroLED+0.13%白色反弹+0.86331.121.090.853.19%+16.38
高铁+0.12%红色多头+1.321330.990.990.991.70%+6.47
商业航天+0.11%白色反弹+1.33331.091.080.9715.03%+8.78
含可转债+0.11%白色反弹+0.16030.890.870.854.30%-0.93
6G概念+0.11%白色反弹+1.60331.151.091.006.32%+14.77
光伏+0.08%白色反弹+0.73331.030.940.8911.84%+11.39
固态电池+0.08%白色反弹-0.17031.050.930.898.07%+7.45
MiniLED+0.07%白色反弹+1.14330.970.970.874.91%+3.23
锂电池概念+0.07%白色反弹+0.47130.990.930.9114.95%+3.38
工业气体+0.06%白色反弹-0.33030.800.670.670.84%-3.55
智能电网+0.06%蓝色调整+0.41331.050.900.906.48%+18.27
氢能源+0.03%红色多头+1.08331.000.970.977.88%+15.24
鸡肉+0.02%红色多头+5.461640.820.820.820.34%+1.65
降解塑料+0.01%红色多头+2.11331.081.070.961.06%+8.38
有机硅概念+0.01%白色反弹+0.80231.091.091.090.86%+21.82
虚拟电厂+0.01%蓝色调整+0.39330.860.780.742.39%+6.74
钙钛矿电池+0.01%白色反弹-0.15031.201.000.862.78%+30.62
无人机-0.01%白色反弹+1.29830.980.980.989.64%+3.70
汽车芯片-0.01%蓝色调整+0.17000.870.770.655.08%-10.69
天然气-0.01%红色多头+2.661620.960.960.962.20%+0.48
核污染防治-0.02%红色多头+1.47331.051.051.050.73%+12.37
OLED概念-0.03%白色反弹-0.19030.950.860.686.32%-4.54
虫害防治-0.04%红色多头+4.931631.091.091.090.51%+9.38
海南自贸-0.05%红色多头+2.52441.031.031.021.03%+3.02
5G概念-0.06%红色多头+1.98330.970.970.9723.01%+0.69
充电桩-0.06%红色多头+1.412900.890.890.897.74%+2.44
储能-0.07%白色反弹+0.79330.950.950.9519.09%+2.74
燃料电池-0.08%白色反弹+0.71330.920.920.923.80%+8.75
动力电池回收-0.08%蓝色调整-0.40030.880.840.812.44%-5.52
汽车电子-0.10%白色反弹+1.33300.920.890.8415.24%-3.95
POE胶膜-0.10%红色多头+1.41330.870.860.860.55%+11.42
汽车拆解-0.12%白色反弹+0.66230.760.600.600.30%-3.30
苹果概念-0.14%白色反弹+1.17300.930.930.936.67%+5.48
猪肉-0.14%红色多头+5.761640.680.680.680.59%-7.82
高端装备-0.14%白色反弹+0.98301.001.000.988.15%+8.49
冷链物流-0.14%红色多头+2.411740.990.990.992.46%+1.02
钠电池-0.15%蓝色调整-0.87001.010.910.913.41%+5.43
液冷服务器-0.17%蓝色调整+1.60600.860.860.8511.14%-5.33
新能源车-0.20%白色反弹+0.96300.990.990.9924.70%+6.08
折叠屏-0.21%蓝色调整+0.26001.071.030.844.18%+8.27
地热能-0.23%红色多头+3.101200.850.850.850.36%+10.03
卫星导航-0.23%白色反弹+1.03301.111.040.877.14%+10.65
存储芯片-0.23%白色反弹-0.39030.870.800.6611.94%-10.82
EDA概念-0.24%蓝色调整-0.80000.820.620.620.33%+0.28
中俄贸易-0.24%红色多头+2.401500.990.990.991.57%-1.18
特斯拉概念-0.24%白色反弹+0.76301.021.021.028.32%+1.84
节能环保-0.27%红色多头+1.691500.890.890.893.55%+8.22
高压快充-0.28%蓝色调整+0.75301.091.090.993.34%+23.90
碳中和-0.28%红色多头+1.521301.001.001.004.23%+9.16
3D打印-0.29%蓝色调整+0.76001.101.021.024.25%+15.94
芯片-0.30%白色反弹+0.24000.910.880.8036.28%-3.78
医废处理-0.30%红色多头+2.451500.880.880.880.26%-11.91
数据中心-0.31%白色反弹+1.15600.900.900.8825.67%-1.39
军工信息化-0.35%蓝色调整+0.73600.920.920.841.19%+4.60
白酒概念-0.36%红色多头+2.42700.760.760.760.80%+24.31
上海自贸-0.36%红色多头+1.381500.930.790.791.41%-4.42
消费电子概念-0.37%蓝色调整+0.78000.880.880.8215.47%-1.71
预制菜-0.39%红色多头+4.981600.910.910.911.68%-8.77
供销社-0.39%红色多头+5.611741.171.171.170.58%+24.12
毫米波雷达-0.40%白色反弹+1.68300.890.890.895.42%-11.00
换电概念-0.40%红色多头+1.411400.880.880.841.12%-6.55
ST板块-0.41%红色多头+1.861500.920.780.780.59%-4.55
飞行汽车-0.41%蓝色调整+1.07800.890.890.892.01%-2.06
垃圾分类-0.42%红色多头+1.921400.910.910.910.64%-3.17
光刻机-0.43%白色反弹-1.04001.020.890.783.63%+7.62
可燃冰-0.44%红色多头+2.10330.660.660.660.61%-10.00
工业互联-0.44%蓝色调整+0.69901.000.950.899.27%+0.20
乡村振兴-0.45%红色多头+3.631601.101.101.108.16%+9.64
华为海思-0.46%白色反弹+1.29300.890.890.712.53%-11.38
低空经济-0.46%红色多头+1.16900.970.970.979.36%+5.01
汽车热管理-0.46%红色多头+1.391400.930.930.932.57%+5.42
地下管网-0.46%红色多头+2.091700.920.920.920.70%-3.52
烟草概念-0.47%红色多头+1.811500.800.800.800.22%+6.74
光热发电-0.47%白色反弹+0.66300.960.890.870.41%+18.86
人形机器人-0.47%蓝色调整+0.31000.970.970.8611.80%+1.47
口罩防护-0.48%红色多头+1.05300.960.920.884.28%+7.24
水利建设-0.48%红色多头+1.261200.950.950.913.96%+15.61
MCU芯片-0.48%蓝色调整-0.76000.850.700.622.87%-15.28
工业母机-0.50%蓝色调整-0.22001.071.050.952.71%+15.22
量子科技-0.50%蓝色调整+0.891401.211.041.025.02%+28.00
聚氨酯-0.50%白色反弹+0.75000.790.740.740.68%-13.03
PPP概念-0.51%红色多头+1.631500.900.900.871.47%-6.53
HJT电池-0.52%白色反弹+0.02000.900.860.841.24%-6.09
机器人概念-0.52%蓝色调整+0.65301.000.990.9323.53%+2.60
海峡西岸-0.52%红色多头+2.391500.970.970.973.84%-2.61
无人驾驶-0.53%蓝色调整+0.75300.850.850.8510.38%-8.77
雄安新区-0.54%红色多头+1.291200.870.870.872.36%+5.11
创投概念-0.56%红色多头+1.581200.940.910.9110.49%+4.06
CXO概念-0.58%白色反弹+0.41030.900.850.471.74%-9.86
东数西算-0.60%蓝色调整+0.73800.950.950.8314.25%+0.64
新型烟草-0.61%红色多头+2.04300.960.890.841.40%+6.72
新型工业化-0.61%蓝色调整+0.29000.920.920.804.44%+1.56
AI手机PC-0.61%蓝色调整+0.33000.960.900.744.38%-0.54
数字水印-0.61%蓝色调整+1.18901.010.860.830.59%+10.22
绿色建筑-0.64%红色多头+1.961500.880.860.860.80%-0.17
一体压铸-0.64%蓝色调整+0.23000.790.770.770.72%-6.68
粤港澳-0.66%红色多头+1.471500.980.970.947.03%-2.32
BIPV概念-0.66%白色反弹+0.68301.020.860.701.64%+4.83
NMN概念-0.67%白色反弹+1.65300.830.820.620.27%-17.05
合成生物-0.68%红色多头+2.09300.940.890.662.46%-5.52
小米汽车概念-0.69%蓝色调整-0.21000.960.960.873.42%-4.39
华为汽车-0.69%蓝色调整+0.19001.021.021.013.20%+17.61
英伟达概念-0.70%蓝色调整+0.28000.680.680.685.84%-16.30
分散染料-0.71%蓝色调整+1.26300.910.830.830.31%+81.38
食品安全-0.71%红色多头+1.33300.920.920.920.79%-7.62
无线耳机-0.73%蓝色调整+0.66000.890.830.753.13%-6.31
赛马概念-0.73%红色多头+4.161701.011.011.010.41%+0.78
页岩气-0.74%白色反弹+1.73200.750.750.751.20%-6.82
物联网-0.74%蓝色调整+0.671300.960.930.8011.92%-3.64
工业大麻-0.75%红色多头+1.69300.930.930.830.67%-7.15
车联网-0.76%蓝色调整+0.50800.810.810.814.99%-3.00
热泵概念-0.77%红色多头+1.921400.670.670.670.89%-7.32
风沙治理-0.77%红色多头+4.591501.071.071.070.28%+16.03
智能交通-0.80%蓝色调整+0.66800.870.870.822.51%-9.41
PEEK材料-0.80%蓝色调整-0.31000.860.860.861.24%+25.94
人造肉-0.80%红色多头+5.161700.850.850.850.48%-14.66
智能穿戴-0.81%蓝色调整-0.02000.920.890.757.94%+0.05
AI眼镜-0.82%蓝色调整+0.11000.890.830.736.20%-7.89
胎压监测-0.82%蓝色调整+0.04000.830.760.740.24%-3.86
数字孪生-0.87%蓝色调整+0.76800.900.900.843.53%+12.71
小米概念-0.87%蓝色调整-0.17000.840.840.7210.38%-3.66
宠物经济-0.89%红色多头+1.90700.990.960.771.22%+2.28
装配式建筑-0.89%红色多头+2.041600.850.850.850.83%-4.97
智慧城市-0.90%蓝色调整+0.90900.940.940.886.20%+4.95
新型城镇-0.91%红色多头+2.151500.920.910.891.51%-6.90
跨境电商-0.92%红色多头+2.161500.850.850.854.59%+3.85
医美概念-0.92%白色反弹+0.61301.020.950.651.14%+1.59
机器视觉-0.92%蓝色调整+0.15000.880.820.824.50%-6.93
ETC概念-0.93%红色多头+1.751200.810.810.810.53%+3.24
新零售-0.96%红色多头+3.051600.930.930.934.44%-7.03
智能家居-0.97%蓝色调整+0.762900.900.890.894.98%-4.71
算力租赁-0.99%蓝色调整+0.36000.730.730.615.24%-10.01
DeepSeek概念-0.99%蓝色调整+0.55800.820.820.8215.01%+0.96
C2M概念-0.99%红色多头+2.071400.730.610.610.30%-6.58
物业管理概念-0.99%红色多头+2.921500.830.830.832.16%-9.24
超清视频-1.00%蓝色调整+0.01000.830.830.662.82%-16.71
减速器-1.01%蓝色调整+0.77600.750.750.751.82%-13.76
生物疫苗-1.01%蓝色调整-0.14000.780.480.330.61%-12.91
辅助生殖-1.03%白色反弹-0.14001.020.750.420.87%+1.90
安防服务-1.04%蓝色调整+0.44000.780.780.762.07%-10.28
民营医院-1.06%白色反弹+1.17300.990.940.741.45%-0.61
旅游概念-1.08%红色多头+2.941200.970.970.972.29%-0.69
虚拟现实-1.09%蓝色调整+1.14800.860.860.866.98%-5.76
婴童概念-1.10%白色反弹+1.28301.010.930.831.94%+0.79
云计算-1.11%蓝色调整+0.05000.830.830.716.23%-6.71
边缘计算-1.11%蓝色调整-0.03000.790.750.643.07%-17.13
幽门螺杆菌-1.14%蓝色调整-0.14000.870.580.490.52%-8.12
华为算力-1.15%蓝色调整-0.36000.770.710.711.73%-3.32
人工智能-1.16%蓝色调整+0.66800.800.800.8017.98%-9.45
信息安全-1.17%蓝色调整+0.17000.830.830.704.90%+2.05
操作系统-1.17%蓝色调整-0.51000.610.610.561.59%-18.60
阿里概念-1.18%蓝色调整+0.81800.880.880.8710.62%-1.36
体育概念-1.19%红色多头+1.961500.900.900.901.30%-5.42
时空大数据-1.21%蓝色调整+0.86700.820.820.820.44%+0.52
国产软件-1.21%蓝色调整+0.12000.630.630.633.38%-11.27
星闪概念-1.23%蓝色调整-0.23000.660.660.660.91%-9.69
工业软件-1.24%蓝色调整-0.81000.790.750.750.52%-4.89
智慧政务-1.25%蓝色调整+0.57800.780.780.692.87%-11.32
腾讯概念-1.25%蓝色调整+1.21800.840.840.788.51%-1.57
维生素-1.25%白色反弹+1.12200.930.840.641.01%-5.74
互联金融-1.25%蓝色调整+1.281200.680.680.682.99%-2.95
养老概念-1.27%蓝色调整+1.351200.960.930.932.46%-4.09
大数据-1.29%蓝色调整+0.17000.770.770.726.29%-1.76
国资云-1.30%蓝色调整+0.17000.700.700.581.39%-14.54
家庭医生-1.32%蓝色调整+0.86300.700.700.650.41%-12.82
电子纸-1.33%蓝色调整+0.64000.860.800.500.66%+1.84
智能医疗-1.33%蓝色调整+0.03000.910.880.673.84%-2.74
肝炎概念-1.34%蓝色调整-0.42000.880.650.471.44%-11.03
电子身份证-1.35%蓝色调整+0.901400.650.650.650.47%-7.65
数据要素-1.38%蓝色调整+0.74800.850.850.826.18%+6.89
人脑工程-1.39%蓝色调整+0.01000.920.890.801.88%-3.57
抖音概念-1.41%蓝色调整+1.66800.840.840.797.98%-5.12
跨境支付CIPS-1.41%蓝色调整+0.53000.610.610.611.56%-14.31
血氧仪-1.42%蓝色调整+0.16000.820.800.610.94%-18.26
百度概念-1.42%蓝色调整+0.77800.780.780.745.64%-1.91
AI智能体-1.43%蓝色调整+0.41800.770.770.778.09%-1.91
职业教育-1.43%蓝色调整+1.48900.860.860.791.61%-8.87
信创-1.43%蓝色调整-0.04000.700.700.694.46%-10.48
网红经济-1.43%红色多头+2.55900.770.770.771.70%-7.17
AI医疗概念-1.44%蓝色调整-0.43000.940.930.542.28%-3.58
混合现实-1.44%蓝色调整+0.14000.790.790.791.89%-8.60
IP经济-1.48%红色多头+3.00800.850.850.852.89%-6.33
租购同权-1.48%蓝色调整+1.551600.800.740.740.44%-12.34
区块链-1.49%蓝色调整+0.31000.680.680.674.25%-8.15
远程办公-1.49%蓝色调整-0.34000.720.680.680.60%-9.21
财税数字化-1.52%蓝色调整-0.49000.630.590.480.66%-4.75
华为鸿蒙-1.55%蓝色调整+0.35000.730.730.733.81%-6.34
ChatGPT概念-1.64%蓝色调整+0.44800.640.620.622.88%-6.06
元宇宙概念-1.76%蓝色调整+0.92800.690.690.693.79%-7.73
智谱AI-1.78%蓝色调整+0.33700.610.610.611.58%-13.90
NFT概念-1.82%蓝色调整+2.32800.640.640.641.33%-2.23
数字货币-1.82%蓝色调整+0.16000.630.630.631.63%-10.49
小红书概念-1.85%蓝色调整+1.41800.630.630.551.61%-8.52
多模态AI-1.87%蓝色调整+0.22000.670.650.653.00%-15.40
数据确权-1.88%蓝色调整+1.21800.680.680.681.01%-8.79
AIGC概念-2.06%蓝色调整+0.97800.670.670.676.01%-10.98
博彩概念-2.07%蓝色调整+1.48800.940.940.870.24%+9.92
Web3概念-2.09%蓝色调整+0.40700.560.560.561.27%-16.35
网络游戏-2.27%蓝色调整+1.65800.700.700.702.74%-8.17
短剧游戏-2.50%蓝色调整+2.24800.700.700.702.31%-8.67
云游戏-2.72%蓝色调整+0.32700.650.650.650.96%-2.63
知识产权-2.78%蓝色调整+1.93800.890.730.730.75%-4.62
AI营销-2.84%蓝色调整+1.31700.610.600.601.34%-10.43
知识付费-3.16%白色反弹+4.66800.910.800.800.48%-9.13

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 +0.06% 走强0天
2. 主线方向:能源(+1.11%) > 材料(+0.93%)
   最强行业:能源 白色反弹 +1.11%
3. 板块状态:10/268板块绿色空头(4%)
   非空头板块258个,其中多头/转反弹153个
4. 拥挤度:61个板块D5>1
   最拥挤:代糖概念 D5=1.61
   资金加速流入:代糖概念 增减值=+60.66
5. 领涨方向:
   水产品 走强32天 +1.80%
   培育钻石 走强6天 +3.18%
   军贸概念 走强9天 +1.71%
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