A-Share · Recap
A-Share Market Recap | 2026-10-12 (Monday)
Machine-translated from the Chinese original. In case of any discrepancy, the Chinese version prevails.
Single-name entries
This is a reconciliation report — it carries no single-name score table. Recaps are structured around hit-rate reconciliation, theme verification and next-day outlook.
0. One-Line Recap
A low-volume cash-in day with divergence tilting cold: two-market turnover shrank to 1.55 trillion (breaking below the pre-market self-set 1.6 trillion warning line) and over 4,300 stocks fell, yet sentiment huddled on a single main line — the AI applications/media call that proved right pre-market was the only true main line (the publishing ladder produced batches of 2-board stocks, and 新华传媒 (Xinhua Media, 600825) went to 10 one-line boards), while oil shipping, ranked joint-first pre-market, ebbed outright (中远海能 (COSCO Shipping Energy, 600026) −7.83%, 招商轮船 (China Merchants Energy Shipping, 601872) −9.38%), and the earnings line was wiped out, dragged down by the components sector; only 2 of the pre-market Top 5 stocks delivered small gains — the lowest hit rate in recent weeks; tomorrow's tone: heightened divergence at high positions, buy dips only and do not chase continuations; until volume returns above 1.6 trillion, reduce positions across the board and observe.
1. Market Overview
| Index | Close | Change | Notes |
|---|---|---|---|
| Shanghai Composite | 3805.53 | −0.22% | Late-session big-financials support pared the decline (Investing.com) |
| Shenzhen Component | — | −2.03% | (Lianban.net closing page) |
| ChiNext | — | −2.61% | Low-volume pullback (Beijing News Shell Finance) |
| STAR 50 | — | −2.10% | (Lianban.net) |
| BSE 50 | — | −2.46% | Same as above |
| SSE 50 | — | +0.43% | The only major index to close in the green (banks/insurers propping it) |
- Turnover: RMB 1.5507 trillion market-wide, down RMB 365.9 billion from the prior day (prior day 1.92 trillion) (Shell Finance3) — triggering the hard gate self-set in the pre-market checklist: "volume falls back below 1.6 trillion → reduce positions across the board and observe."
- Advancers/decliners: over 4,300 stocks fell; only 9/91 THS industry sectors closed up.
- 46 limit-ups / 19 limit-downs (Eastmoney limit-up/limit-down pools, consistent across two sources with Lianban.net2); 25 boards broke, seal rate 64.8% (60% on the midday measure), down sharply from 84% the prior day.
- Of yesterday's 69 limit-ups, 18 advanced today, a 26% advancement rate; the highest consecutive limit-up streak is 新华传媒(600825) at 10 boards (one-line).
- Negative-feedback signals: 三柏硕 (Sanbaishuo, 001300) gapped limit-up at auction then plunged, touching limit-down intraday — a "heaven-to-earth" board (Eastmoney4); PCB-chain names 金安国纪 (Jin'an Guoji, 002636), 华正新材 (Huazheng New Material, 603186), and 宏昌电子 (Hongchang Electronic, 603002) all hit limit-down.
- Sentiment temperature: a divergence day on the edge of the ice point — indexes and stocks fell broadly and volume dropped sharply, but the main line's limit-up ladder stayed intact: a structural ice point of "cold market, hot main line" rather than full-blown panic (the 19 limit-downs included several high-position sentiment stocks; 哈药股份 (Harbin Pharmaceutical, 600664) alone had a limit-down order book exceeding RMB 1 billion).
2. Pre-Market Checklist Reconciliation
Checked against this morning's pre-market checklist reports/a-share/2026-10-12.md §3 main list of 17 stocks + §6 Pass list. Price changes are on the 10/12 closing basis (dual-source verified: Sina minute bars / Eastmoney); limit-up determinations follow each board's price limit.
2.1 Recommendation List (Main List: 17 Stocks)
| Stock | Pre-Market Call | Today's Move | Limit-Up/Broken | Delivered? | Comment |
|---|---|---|---|---|---|
| 中远海能(600026) | Watch closely (75 pts, Top 1) | −7.83% | None | ✗ Wrong call | Gapped up +3% then sold off one-way into a close near the low — a giant bearish candle breaking support; the freight-rate data was the hardest, but it died to de-escalation-side expectations (US-Russia diesel + G7 reserve release); a classic "data confirmation day" turned "good-news cash-in distribution day" |
| 中国巨石 (China Jushi, 600176) | Watch closely (73 pts, top pick on the earnings line) | −0.70% | None | ✗ Wrong call | Gapped up +1.1%, ran to +2.8%, then fell back; an institutional stock fading with glass fiber/building materials on shrinking volume; even hitting all three factors of the three-product model couldn't fight sector and market headwinds |
| 招商轮船(601872) | Watch closely (71 pts) | −9.38% | None | ✗ Wrong call | Nearly a barefoot giant bearish candle; both oil-shipping champions collapsed together; the "China Merchants follows China Energy's repair" assumption played out in reverse |
| 中文在线 (ChineseAll, 300364) | Watch closely · do not chase the high open (63 pts) | +3.84% | None | △ Half-delivered | Per the pre-market plan, high open ≤5% (actual +1.8%) → watch divergence absorption; closed +3.84% with turnover of RMB 4.49 billion, 2.4× the prior day — the absorption was real, but strength ceded to the low-position publishing ladder as the sentiment core changed hands |
| 广合科技 (Guanghe Technology, 001389) | Watch closely · wait for divergence (60 pts) | −9.42% | None | ✗ Wrong call | Opened −1.8% then crashed to near limit-down; the components sector −3.75% (7 up / 56 down) dragged everything down; the "individual-stock earnings logic" drowned in sector capital flight (net outflow of RMB 4.2 billion) |
| 宁德时代 (CATL, 300750) | Watch closely · arbiter (58 pts) | +0.21% | None | ✓ Role delivered | Opened in the green at auction, held 295 intraday, closed 298.38 on RMB 12.6 billion turnover; no waterfall among high-position lithium names (Times Wanheng resealed, followers diverged) — the arbiter function held, but it is not itself an offensive target |
| 景旺电子 (Kinwong Electronic, 603228) | Watch closely · secondary to Guanghe (57 pts) | −0.92% | None | ✗ Wrong call | Gapped up +1.6% then fell back; the preview elasticity of Q3 single-quarter +205%~265% was fully suppressed by sector headwinds |
| 山东黄金 (Shandong Gold, 600547) | Watch only (trend) | −2.32% | None | ✓ (correct to stay out) | Precious metals sector −4.71%, last place across all industries (0 up / 14 down); gold at record highs while the stock tumbles = pricing dulled in the dollar/rate-hike context — caution was correct |
| 芒果超媒 (Mango Excellent Media, 300413) | Watch only (core-sentiment gauge) | +5.04% | None | ✓ Gauge reading valid | Swung wildly −2.9%~+8.6% intraday to close +5%, stronger than ChineseAll — the pre-set "are institutions really buying" gauge read positive; the core-gauge value delivered |
| 华鑫股份 (Huaxin Co., 600621) | Watch only | +1.93% | None | ✓ Neutral | Broker sector slightly in the green; policy beta had support but not strong |
| 晶晨股份 (Amlogic, 688099) | Watch only (premium cash-in) | −3.54% | None | ✓ Caution correct | Fell back after the premium cash-in; STAR headwinds |
| 广汇能源 (Guanghui Energy, 600256) | Watch only (wind vane) | −3.89% | None | ✓ Wind vane worked | Pre-market rule "high open >5% with weak order book = earnings-line capital fleeing" — it actually opened low and went lower, confirming the earnings line's overall capital attitude has weakened; China Jushi/Kinwong/Guanghe were dragged along |
| 万兴科技 (Wondershare Technology, 300624) | Watch only | +3.72% | None | ✓ Neutral | Closed up but not limit-up; back-row tool stocks had weaker elasticity than publishing |
| 掌阅科技 (iReader Technology, 603533) | Watch only (don't chase loss-making back-row stocks) | +9.98% | 2 boards (on turnover) | ✗ Too conservative | Pre-market warning was "high-open cash-in is the hereditary script," yet it went limit-up for 2 boards; the risk warning wasn't wrong, but it underestimated how hard capital would mine low-position back-row names on policy delivery day |
| 东岳硅材 (Dongyue Silicone, 300821) | Watch only (day after a 20CM board) | +4.90% | Ran +8%, did not seal | ✓ Call held | Spiked but failed to seal, then fell back; the "next-day continuation is poor value" call delivered |
| 博纳影业 (Bona Film Group, 001330) | Watch only | +10.04% | 2 boards | ✗ Too conservative | Same as iReader — the low-position ladder catalyzed by the AI movie calendar was picked by capital |
| 上海电影 (Shanghai Film, 601595) | Watch only | +9.98% | 2 boards | ✗ Too conservative | Same as above; the IP/publishing branch advanced as a group |
2.2 Pass List (14 Items)
| Stock | Pre-Market Pass Reason | Today's Move | Limit-Up? | Verdict |
|---|---|---|---|---|
| 时代万恒 (Times Wanheng, 600241) | Self-declared no solid-state exposure; buying the open-board continuation = catching a falling knife | +10.03% | 6 boards (broke 3 times, resealed) | Strength beat expectations: opened 3 times intraday without a waterfall and resealed at 6 boards; the no-continuation risk discipline was right, but the "open board = waterfall" call did not play out |
| 紫竹高科 (Zizhu Hi-Tech, 002058) | Clarified low relevance to solid-state | +3.52% | Opened, did not reseal | ✓ Pass correct (heavy volume, fell behind) |
| 雄韬股份 (Centerpower, 002733) | Solid-state pilot line, not mass production | +2.12% | None | ✓ Pass correct |
| 丰元股份 (Fengyuan Co., 002805) | Clarification + follower position | −2.98% | None | ✓ Pass correct |
| 九阳股份 (Joyoung, 002242) | Clarified no Huawei cooperation, poor reseal quality, "no" | +9.98% | 6 boards (broke 5 times, resealed) | ✗ Pass wrong: the clarification announcement plus a messy board could not stop 6 boards; with the robot attribute, capital chose to ignore fundamentals |
| 新华传媒(600825) | Sentiment thermometer + possible halt check; no trading | +9.98% | 10 boards, one-line | ✓ Handled correctly (no halt; sentiment maxed out — as a thermometer reading: sentiment still euphoric) |
| 陕西能源 (Shaanxi Energy, 001286) | Unlock today of RMB 23.856 billion (64%) | −0.30% | None | ✓ Pass correct (sell pressure absorbed; only RMB 250 million traded all day) |
| 川金诺 (Jinuo, 300505) | The only negative preview (−41%~−47%) | −6.80% | None | ✓ Pass correct |
| 立讯精密 (Luxshare Precision, 002475) | Section 337 watch item | −2.67% | None | ✓ Watch item confirmed (Section 337 pressure is real) |
| 工业富联 (Foxconn Industrial Internet, 601138) | Section 337 watch item | −7.17% | None | ✓ Pass correct (the AI-compute core was badly hit by Section 337; AI hardware sentiment damaged) |
| 圣阳股份 (Sacred Sun, 002580) | High-position survivor, unverified | −4.05% | None | ✓ Pass correct (survivor burned out) |
| 沃华医药 (Wohua Pharmaceutical, 002107) | First earnings-report event over, "no" | −7.48% | None | ✓ Pass correct (good news landed, stock fell) |
| 东岳硅材(300821) | Base effect, day after a 20CM board | +4.90% | Did not seal | ✓ Pass correct (spiked, failed to seal) |
| 大智慧 (Great Wisdom, 601519) | Watch only (branch table) | +0.87% | None | ✓ Neutral |
2.3 Hit Rate and Review
- Watch-closely calls (Top recommendations): 2/7 fully right + 1 half-right, hit rate about 29% — the lowest in recent weeks. 中远海能/招商轮船/中国巨石/广合科技/景旺电子 all fell, 3 of them down more than 7%.
- Pass calls: 10 of 12 correct (紫竹/雄韬/丰元/新华传媒处理/陕西能源/川金诺/圣阳/沃华/工业富联/东岳硅材), 1 wrong call (九阳股份(002242) 6 boards), 1 that beat expectations (时代万恒(600241) 6 boards); the Pass list overall remains valid.
- One-line review: today the "hardest-data" oil shipping and earnings lines were wiped out, while the "softest-report" AI applications turned out to be the only main line — in a shrinking-volume market (1.55 trillion), capital chose policy + sentiment + low position over data + earnings + high position. Pre-market fixes next time: ① elevate "volume level" to the first ranking factor and demote data hardness to second; ② a branch that is "hard data + unresolved de-escalation side" (oil shipping) should be directly demoted a notch rather than ranked joint-first; ③ add "sector capital flow" as a one-vote veto to the earnings-line three-product model (when the components sector has a net outflow of RMB 4.2 billion, no individual preview, however hard, gets listed as a top pick); ④ the trading semantics of a policy delivery day are "cash-in day," not "launch day" — divergence-absorption candidates should be chosen from low-position branches, not high-position recognizable names.
3. Today's Main-Line Validation
| Branch | Pre-Market Strength | Today's Actual Performance | Limit-Up Ladder | Stage | Verdict |
|---|---|---|---|---|---|
| AI applications/media | A+ (ranked No. 1) | Delivered as the only true main line: film & cinema +3.67% (No. 1 industry), cultural media +2.37% (No. 2, 57 up / 26 down, net inflow of RMB 1.484 billion); of the 46 limit-ups, about 14 were media/publishing/film | 新华传媒(600825) 10 one-line boards; 2-board tier: 掌阅科技(603533), 上海电影(601595), 博纳影业(001330), 慈文传媒 (Ciwen Media, 002343), 龙版传媒 (Longjiang Publishing Media, 605577), 新华文轩 (Xinhua Winshare, 601811), 吉视传媒 (Jishi Media, 601929), 新经典 (Thinkingdom Media, 603096), 欢瑞世纪 (Huanrui Century, 000892); 20CM: 果麦文化 (Guomai Culture, 301052), 博汇科技 (Bohui Technology, 688004); first boards: 内蒙新华 (Inner Mongolia Xinhua, 603230), etc. | Fermenting → climax (high-to-low rotation: low-position publishing strong, high-position short-drama (ChineseAll/Mango) choppy) | High divergence tomorrow; 2-to-3 weeding out the weak, no chasing unanimous high opens |
| Oil shipping | A+ (ranked No. 2) | Falsified and ebbed: oil & gas extraction −3.46% (No. 5 from bottom), both champions −7.83%/−9.38%, zero sector limit-ups | No ladder | Ebbing | Avoid tomorrow; any bounce is a loss-reduction window |
| Q3 earnings line | A (ranked No. 3) | Falsified: components −3.75% (7 up / 56 down, net outflow of RMB 4.2 billion, the worst), telecom equipment −3.03% (net outflow of RMB 4 billion); 金安国纪(002636)/华正新材(603186)/宏昌电子(603002) limit-down; 巨石 −0.70%, 广合 −9.42%, 景旺 −0.92%, 晶晨 −3.54%, 广汇 −3.89% | No ladder | Ebbing (dragged by the sector) | Avoid; wait for the components sector to stop falling + the formal earnings window (mid-to-late October) before looking at mis-sell repair |
| Lithium/solid-state | A− (major divergence day) | Call held: CATL +0.21% held 298 (arbiter valid), high-position divergence (Times Wanheng 6 boards vs 丰元 −2.98%/圣阳 −4.05%) | 时代万恒(600241) 6 boards (broke 3, resealed) | Weakening amid divergence | Only CATL remains as an anchor; abandon all followers |
| Robots | Not listed (surprise) | Surprise main line No. 1: 九阳股份(002242) 6 boards, 赛力斯 (Seres, 601127) limit-up (RMB 2.64 billion turnover), 襄阳轴承 (Xiangyang Bearing, 000678) swung heaven-to-earth wide ranges and closed down; the central-government document named "humanoid robot" scenarios | 九阳股份(002242) 6 boards, 赛力斯(601127) first board | Launch-fermenting | Missed pre-market; add to auction tracking tomorrow |
| Wind power/grid equipment | Not listed (surprise) | Surprise main line No. 2: wind power equipment +2.34% (No. 3 industry), 天顺风能 (Titan Wind Energy, 002531) limit-up, 大金重工 (Dajin Heavy Industry, 002487) +7.66% (board broke, RMB 4.57 billion turnover, made the Dragon-Tiger list); grid equipment active with limit-ups at midday (远程股份 (Yuancheng Co., 002692), 长城电工 (Great Wall Electric, 600192), 金冠电气 (Jinguan Electric, 688517)) | 天顺风能(002531) first board, etc. | Launch | Missed pre-market; sustainability to be verified |
| Brokers/banks (index-propping) | B+ (observation) | Banks +1.99%, net inflow RMB 7.093 billion, No. 1 across all industries (42 up / 0 down), led by Chongqing Rural Commercial Bank; insurance +0.42%, brokers +0.09%; 华鑫 +1.93%, 大智慧 +0.87% | None | Index-propping in nature | An index tool rather than a theme; watch the sustainability of the propping |
Did the pre-market call the strongest main line right: half-right — ranking AI applications joint-first was correct, but placing it alongside oil shipping and giving the Top 1 stock to oil shipping was today's biggest misjudgment; surprise main lines missed pre-market: robots, wind power/grid equipment.
4. Limit-Up Ladder / Height Board
- Height board: 新华传媒(600825), 10 consecutive boards (one-line all day, no halt) — the pre-market "may apply for a halt check" risk has not materialized, but after 10 boards a regulatory trigger can hit at any time; it is the master switch for market-wide sentiment.
- Next-highest: two at 6 boards — 九阳股份(002242, robots, broke 5 times and resealed, RMB 2 billion turnover) and 时代万恒(600241, a solid-state clarification name, broke 3 times and resealed, RMB 1.2 billion turnover): both messy reseals, divergence at high positions already large.
- 3 boards: 华北制药 (North China Pharmaceutical, 600812); 14 at 2 boards, of which media/publishing account for 9 (掌阅科技(603533), 上海电影(601595), 博纳影业(001330), 慈文传媒(002343), 龙版传媒(605577), 新华文轩(601811), 吉视传媒(601929), 新经典(603096), 欢瑞世纪(000892)) — the ladder structure is complete, but concentrated in a single branch = the main line is overcrowded.
- Core heavyweights (high-turnover, recognizable): 赛力斯(601127, limit-up, RMB 2.64 billion turnover), 宁德时代(300750, +0.21%, RMB 12.6 billion turnover), 中文在线(300364, +3.84%, RMB 4.49 billion turnover), 大金重工(002487, +7.66%, board broke, RMB 4.57 billion turnover), 掌阅科技(603533, 2 boards, RMB 2.09 billion turnover).
- Broken boards / negative feedback: of yesterday's 69 limit-ups only 18 advanced (26%); 三柏硕(001300) heaven-to-earth board; 楚环科技 (Chuhuan Technology, 001336, yesterday's 2-board stock) −10%; three PCB-chain names at limit-down; 哈药股份(600664) with a RMB 1.1 billion limit-down order book.
5. Capital Flows
- Northbound: exchanges stopped disclosing daily net buying from 2024/8/18, so there is no public northbound net-inflow data today (the Eastmoney Stock Connect read showing 0 is exactly for this reason); southbound net inflow of about HKD +2.99 billion (Shanghai-HK Connect +2.118 billion, Shenzhen-HK Connect +875 million, per Eastmoney Stock Connect aggregate).
- Main-force capital (THS industry classification, today): top net inflows — banks +RMB 7.093 billion (the propping main force, 42 up / 0 down), cultural media +RMB 1.484 billion, film & cinema +RMB 854 million; top net outflows — components −RMB 4.216 billion, telecom equipment −RMB 4.015 billion, precious metals −RMB 2.948 billion. Media posted a net inflow for the 2nd consecutive day (one of the pre-market verification points delivered), but the software/compute side did not follow — within AI, only applications are being traded, not hardware.
- Dragon-Tiger list (today's listed names): the most active stocks were 大金重工(002487, RMB 4.57 billion turnover, listed on amplitude), 海南橡胶 (Hainan Rubber, 601118, 3-day cumulative deviation +24.10%), 上海洗霸 (Shanghai Xiba, 603200, 3-day +21.26%), 金健米业 (Jinjian Rice, 600127, turnover rate 31.47%, board broke 7 times), 宏昌电子(603002, amplitude 18.34%), 九阳股份(002242), 博纳影业(001330), 金安国纪(002636, downside deviation), 襄阳轴承(000678, amplitude 19.55% / turnover rate 26.56%), 金牛化工 (Jinniu Chemical, 600722, turnover rate 23.27%). Seat-level buy/sell details could not be confirmed (see the data notes at the end); the surface pattern is hot-money-driven media/sentiment names appearing alongside institution-dumping PCB/cyclical names.
6. Tomorrow's Outlook
① Main-line continuity call: AI applications/media had their climax day today (batches of 2-board stocks in the ladder + the 10-board one-line overall leader), but volume fell below 1.6 trillion, the seal rate dropped to 65%, and the advancement rate was only 26% — high divergence is likely tomorrow: the publishing ladder weeds out the weak in the 2-to-3 round; the one-line overall leader 新华传媒(600825) faces psychological pressure from a halt check / special halt, and any regulatory action will trigger a chain cash-in across high-position stocks. Call: the main line is not dead, but the buy point shifts from "chase" to "wait for divergence"; if tomorrow's auction shows the publishing ladder broadly opening low and deep, and 中文在线(300364)/芒果超媒(300413) cannot hold the flag, the entire sentiment branch gets downgraded.
② Key focus (shrinking-volume backdrop; dips only, no chasing high opens):
- Low-position publishing/short-drama 2-to-3: 掌阅科技(603533), 上海电影(601595), 慈文传媒(002343) (all main board, ±10%) — verification: no one-line high open at auction; reseal quality after divergence and turnover; pass outright on one-line accelerations.
- Core-weightweight absorption: 中文在线(300364, ChiNext ±20%) and 芒果超媒(300413) — verification: can they stabilize on shrinking volume above the green; if both are stronger than the sector = institutions haven't left; if they catch the down-leg, avoid the entire branch.
- Robots / 赛力斯(601127): divergence absorption after 九阳股份(002242)'s 6 boards + Seres core strength; verification: can Seres stand firm on rising volume (today's limit-up came on RMB 2.6 billion turnover).
- CATL's 300 level (300750, ChiNext ±20%): if it holds, low-position lithium catch-up still rotates; if it breaks, high-position stocks make a second leg down.
- Formal Q3 earnings disclosure window (dense in mid-to-late October): track the repair of today's mis-sold 中国巨石(600176) and 广合科技(001389) once the components sector stops falling; verification: 金安国纪(002636)/华正新材(603186) open their boards + the components sector stops net outflows.
③ Avoid tomorrow:
- The two oil-shipping champions 中远海能(600026)/招商轮船(601872): breakdown giant bearish candles + unresolved de-escalation side; any bounce is a loss-reduction window, not a buy point.
- Components/PCB sector: 7 up / 56 down + three limit-downs + net outflow of RMB 4.2 billion; the ebb is unfinished; no touching 立讯精密(002475)/工业富联(601138, −7.17% today) before the Section 337 case closes.
- Precious metals: sector 0 up / 14 down; stand aside until the divergence of record gold prices against plunging stocks is repaired.
- Unanimous high opens at high positions: if AI applications auction in batches of one-line boards / high opens >7%, the odds are high of a repeat of the "high-open cash-in" script; the two messy 6-board names 九阳股份(002242)/时代万恒(600241) are sentiment landmines.
- Unlock / post-event names: 陕西能源(001286)'s next-day sell pressure after the unlock, and "good-news-landed" names like 沃华医药(002107).
④ Input hints for tomorrow's pre-market checklist:
- The volume hard gate has been triggered (1.55 trillion): downgrade all continuation-type recommendations tomorrow overall; prefer the "divergence dip-buy + low-position catch-up" structure;
- Treat a "policy delivery day" as a "cash-in day" (validated today): choose divergence-absorption candidates from low-position branches (publishing/IP/AI audiovisual), not high-position recognizable names;
- Commodity/geopolitical branches must check whether the "de-escalation side" constitutes a one-vote veto (the oil-shipping lesson); divergence between onshore and offshore commodity prices remains a hard downgrade signal;
- Add a fourth factor, "sector capital flow," to the earnings-line three-product model: when a sector ranks at the bottom of net outflows, individual previews get demoted;
- Add auction tracking for today's missed robots (赛力斯(601127) as core), wind power/grid equipment; bank index-propping (net inflow of RMB 7.1 billion) is an index tool, not a theme recommendation;
- List 新华传媒(600825)'s regulatory variable separately: a halt check / regulatory inquiry letter is an instantaneous shock source for market-wide sentiment.
⚠️ Risk warning: this recap is a post-market information summary and observation only and does not constitute investment advice. Data may have timing or caliber differences; please refer to exchange/company disclosures, and do not use this directly as a trading basis.
⚠️ Data-fetch log: ① the Eastmoney push2 main site (sector quotes / whole-market snapshot / concept capital flows) kept returning 502/RemoteDisconnected; Eastmoney push2his (daily bars for stocks/indexes) worked at first then got rate-limited (after a single verification of 600026 succeeded, all batched requests were disconnected; backoff 10s ×5 retries still failed); the fallback channels (Tencent/Sina daily bars) both only updated to the 10/9 close, and the stock_finance_data source likewise had no 10/12 K-lines; final stock quotes switched to Sina 1-minute bar aggregation (30/30 succeeded, cross-checked against Eastmoney limit-up pool prices with consistent results, e.g. 600026 closed at 21.65, identical across both sources); ② precise index closes: only the Shanghai Composite obtained a third-party value (3805.53, Investing.com); the Shenzhen Component/ChiNext/STAR 50/BSE 50 closing changes were taken from the Lianban.net closing page and cross-validated with the Beijing News Shell Finance closing review (−2.61% ChiNext) and the Eastmoney Stock Connect snapshot (−2.03% Shenzhen Component); ③ two-market turnover of RMB 1.5507 trillion from the Beijing News Shell Finance closing review (the RMB 365.9 billion shrinkage matches Eastmoney's 10/9 figure of 1.92 trillion); ④ the Eastmoney Dragon-Tiger detail API returned a NoneType error, so the Sina Dragon-Tiger list was used instead (81 entries); rows with empty "indicator" fields contained residual 10/9 data and were removed — only today's rows with non-empty indicators were used; Dragon-Tiger seat-level buy/sell details (institution/hot-money net buying) could not be obtained from either channel, so this recap covers listed stocks only; ⑤ exchanges stopped disclosing daily northbound net buying from 2024/8/18; handled here per the caliber note; southbound data from the Eastmoney Stock Connect aggregate; ⑥ the "limit-up" determination for 20CM stocks uses a price change ≥19.9% plus inclusion in the Eastmoney limit-up pool.
Sources4
Every external link cited in the body, numbered in order of appearance. · 4 domains
- 1Investing.comcn.investing.com
- 2Lianban.net closing pagelianban.net
- 3Beijing News Shell Financem.sohu.com
- 4Eastmoneystock.eastmoney.com