编者按：周五是本周的最后一个交易日，沪深两市受昨日调整影响，出现了双双低开，低开之后，在接连利空消息打压下开始下探，在低位进行震荡。近两周以来市场出现极明显的“二八”分化，期间主板暴涨百点，但以创业板为首的题材股却逆市大跌，近期分化更甚。随着这一现象的加剧，周四A股强震和今日早盘的跳水或预示着空头后市或有新动作。详情敬请往下阅读！(中金在线)

【市场测评】>>>

●(900911)金桥B股--股权登记日,10派0.745001美元(含税)。

6751

今天开盘后，盘面还呈递出较好趋势，钢铁、有色和煤炭等板块资金流入居前，但15分钟后风云突变，农林牧渔、金融和房地产资金快速流出，指数瞬间击破5日线，来了一波大跳水。

渐进式电改带来两类机会

铁岭新城

【今日热点推荐】>>>

电改是大势所趋

另外，根据证监会此前发布的公告 ，11月14日将审核两家企业的首发申请，分别是拟在深交所中小板上市的国信证券股份有限公司和拟在创业板上市的广东正业科技股份有限公司。(证券日报)

电网利润将反哺

安迅思煤炭行业分析师邓舜表示，目前拥有出口资质的煤炭企业有神华集团、中煤能源集团、五矿集团和山西煤炭进出口集团，煤炭出口关税下调后，这些企业将是直接受益者。

分析师认为，电改是大势所趋，将是一个渐进过程，电改的长期目标是改变电价机制。独立输配电价改革若能向全国推广，将彻底改变目前电网的盈利模式，为后续的竞价上网、售电端市场化等提供必要条件。此外，电网垄断打破后，发电企业整体上将会受益。

中金公司认为，此《通知》再次说明电改的长期目标是改变电价机制，即改变电网盈利模式，而非电网资产的划分问题。电价机制从目前的“定两端，放中间”转向“定中间，放两端”。

本轮电力体制改革的基本原则已明确，即“放开两头、监管中间”及“四放开一独立”，预计方案在年底前出台的可能性较大。业内人士认为，本轮电改最大的受益方是放开后的售电侧，地方区域供电主体未来最有可能成为独立售电侧。“四放开一独立”指输配以外的经营性电价放开、售电业务放开、增量配电业务放开、公益性和调节性以外的发供电计划放开，交易平台相对独立。

●(900908)氯碱B股--最后交易日,10派0.596001美元(含税)。

高盛中国首席经济学家宋宇表示：“考虑到停限产措施的影响可能只是暂时的，12月份经济增速有望回升，甚至在取消供给面限制之后可能出现补涨 。”

从开盘后的热点板块观察，只有航空运输板块上涨超过1%，其余都低于这个比率，周四的趋势股几乎全面沉寂，这样的倾向特征其实也不完全就是坏事，尤其是放大量后急速回调缩量，其中缩量速度越高越说明筹码的沉淀与稳定，所以针对上证指数的解读可以观察几点：

●(000628)高新发展--2021年年度分配方案:以公司总股本35228万股为基数,每10股派发现金红利0.3元(含税),除权除息日:2022-07-21

私募基金三季度隐形重仓股揭秘

前几年中国煤炭资产投资过大，煤炭市场供过于求导致煤炭价格持续下跌，业内预计2014-2016年期间将是中国煤炭产能释放的高峰期。为了帮助国内煤炭企业脱困，2014年下半年相关部门已经出台了包括国内煤企限产、煤炭资源税改革和调整煤炭进口税等多项措施。面对煤炭产能将继续释放的局面，降低煤炭出口关税，为过剩的产能寻找出路，或将是下一个为煤炭行业脱困的措施。

国产大飞机订单达430架 航空军工股受关注

证监会11月13日晚间宣布，按照法定程序核准了11家企业的首发申请，其中上交所5家，深交所6家。

新方案提出放开发电量计划、电价、配电侧和售电侧,将电力交易机构独立,并加强电网规划;国家仅核准输配电价,并允许民营资本进驻配售电领域。

目前沪港通划定的投资标的范围大多属于估值相对较低的蓝筹股目前沪股通568只A股标的股占据上交所主板市场的市值比重约为90%，成交量占比约为80%，港股通266只港股约占联交所上市股票市值和交易量的80%，A股蓝筹股将因此有机会受到更多国际资金关注。

●(600305)恒顺醋业--方案进度:证监会批准,增发简述:向不超过35名的特定投资者非公开发行的股票数量不超过13000万股(含本数),融资金额上限:179000万元

电改中难度最大、最难核算成本的环节被攻破，意味着新电改迈出重要一步，为后续电改提供更多的实践基础。

●(600558)大西洋--2021年年度分配方案:以公司总股本89760.4831万股为基数,每10股派发现金红利0.30元(含税),除权除息日:2022-07-28

-

尽管指数下跌的空间不会太大，但个股的风险却在不断增加，尤其持有强势板块个股的朋友，一定要控制仓位，资金出逃就是对市场看空力量增强的最好解读。建议控制仓位观望为主。(智者无虞)

◆分红实施◆

截至三季度末，社保基金前五大重仓行业分别为制造业、信息技术业、采矿业、建筑业和金融业。而各大行业中唯一被减持的就是采矿业，其他行业持有市值均有不同程度上升。

松芝股份

8371

“此次电改试点剥离了输配电网购销电量的职能，同时将购销电价的利润反哺到电网上游的供电企业和下游用电户。”韦玮表示。

深交所中小板 3家企业分别是深圳王子新材料股份有限公司、深圳市雄韬电源科技股份有限公司和广东燕塘乳业股份有限公司；创业板 3家企业分别是潮州三环(集团)股份有限公司、天津凯发电气股份有限公司和广东道氏技术股份有限公司。

◆首发新股招股书刊登日◆

业内人士认为，短期内农业用户、居民与发电侧直接交易很难，在以大工业为主的发电侧直接交易环节，成本较低的火电厂将首先享受政策利好，成本较高的火电厂将面临日益严峻的竞争压力。在售电侧，以区域供电公司为主体，可能引入社会资本搞混合所有制，参与市场售电。售电业务放开和增量配电业务放开使原先困于一地发展的小电网公司可以实现异地扩张。未来工业园区也可能成为独立的售电主体，参与售电侧改革。传统发电公司和新能源发电公司均可能获得售电牌照。(中国证券报 王颖春)

◆增发股份上市(非公开发行)◆

证券时报股市大数据新媒体“数据宝”统计，截至今日上午10:30分，上证综指3004.89点，收于五日均线之上，涨跌幅0.21%，A股总成交额为929.73亿元。到目前为止今日有774只A股价格突破了五日均线，其中乖离率较大的个股有中际装备(300308,股吧)、天和防务(300397,股吧)、建新股份(300107,股吧)等，乖离率分别为5.68%、5.09%、5.01%；康达尔(000048,股吧)、安图生物、宋城演艺(300144,股吧)等个股乖离率小，刚刚站上五日均线。

五日均线（元）最新价（元）乖离率（%）300308中际装备10.040.0112.8613.595.68300397天和防务6.363.5929.4230.925.09300107建新股份6.123.467.437.805.01300026红日药业4.901.6617.8718.614.15600698湖南天雁4.792.255.896.123.90000731四川美丰4.783.388.068.333.32000818方大化工4.401.5913.8214.253.08600609金杯汽车2.980.815.705.872.91000799酒 鬼 酒2.921.8119.1919.732.84000670*ST 盈方4.951.107.848.062.83603369今 世 缘2.790.3712.8813.242.76000679大连友谊4.072.2913.9414.312.62600519贵州茅台2.740.13291.65298.952.50000568泸州老窖2.900.4030.4531.202.48002163中航三鑫2.330.677.737.912.33002407多 氟 多3.682.7831.6632.392.29002322理工环科2.644.4017.8518.252.25000952广济药业2.441.5420.5521.002.18603919金 徽 酒2.772.3730.4731.132.17002718友邦吊顶2.532.0078.1479.812.14300303聚飞光电3.341.249.389.582.11603588高能环境1.770.5429.7930.412.09002046轴研科技1.850.4811.3411.582.08300012华测检测4.250.6113.2313.502.01600809山西汾酒2.020.2819.3019.681.99600522中天科技2.630.8810.7210.931.98002733雄韬股份3.061.3623.4423.901.96600749西藏旅游2.911.5523.2423.691.95600800天津磁卡2.070.618.228.381.95002775文科园林2.551.7024.9025.371.90603002宏昌电子2.070.606.296.411.84002486嘉 麟 杰2.881.305.976.081.84600618氯碱化工2.790.3812.6512.881.83600866*ST 星湖2.160.656.036.141.82002136安 纳 达1.700.7214.7114.981.82000036华联控股2.530.749.559.721.80600962国投中鲁2.630.9015.3515.631.80002593日上集团2.160.967.918.051.80600747大连控股2.301.234.804.891.79300046台基股份1.221.7223.5723.991.78603069海汽集团0.373.2118.5118.841.77000046泛海控股2.030.0710.3510.531.76000523广州浪奇1.690.2611.2411.431.71600689上海三毛1.841.6817.9518.251.69000835长城动漫1.920.5213.5513.781.68600199金种子酒1.921.029.399.551.68002646青青稞酒1.450.1918.6218.931.66600133东湖高新1.560.928.308.441.64600769祥龙电业1.730.4410.9911.161.57300100双林股份2.070.3034.4034.931.54002652扬子新材2.400.7813.8914.101.53600346*ST 橡塑0.970.147.217.321.53300407凯发电气1.870.2717.1817.441.50000860顺鑫农业1.550.2720.0520.351.50002433太 安 堂1.981.0311.1411.311.49600323瀚蓝环境2.290.4814.5014.721.49000967盈峰环境3.090.6115.4715.701.49002528英 飞 拓2.150.377.968.081.48002596海南瑞泽1.590.3632.0332.501.48002281光迅科技2.840.9979.1280.271.46300132青松股份1.751.0410.8811.041.43600106重庆路桥1.860.857.017.111.43600131岷江水电3.200.6510.8110.961.43600392盛和资源1.790.7414.0014.201.41600579天 华 院1.980.3315.2715.481.39601890亚星锚链1.500.298.688.801.38002425凯撒文化1.800.5023.9324.261.38002696百洋股份1.290.9920.1820.461.38600215长春经开1.230.638.128.231.35002605姚记扑克0.830.2818.0318.271.33002476宝莫股份1.891.5110.1010.231.33600879航天电子1.270.2615.7115.921.32601158重庆水务1.400.077.147.231.32600562国睿科技1.080.3234.1434.581.29300247乐金健康1.170.779.389.501.28600860京城股份0.740.159.459.571.27002328新朋股份1.250.4510.4010.531.27002214大立科技1.300.3011.5311.671.25000633*ST 合金0.990.409.089.191.23002635安洁科技0.850.6630.4030.771.22002023海特高新1.290.2116.2816.481.20600602云赛智联0.860.1610.4710.601.20002108沧州明珠1.700.6421.3121.571.20600232金鹰股份1.220.2810.6910.821.20300471厚普股份1.450.3843.6544.171.20000768中航飞机1.640.2020.7921.041.19300382斯 莱 克1.661.7346.5647.111.19000738中航动控1.570.3026.2326.541.17300090盛运环保1.520.7510.5810.701.17000701厦门信达0.990.3216.0916.281.17300074华平股份1.000.309.9410.061.17600615丰华股份0.970.3119.5819.811.16600501航天晨光1.790.2216.8417.031.15600594益佰制药1.650.4616.4916.681.15600523贵航股份1.070.2017.7217.921.14600118中国卫星1.150.1731.4131.771.13002457青龙管业0.450.8811.1211.251.13002298中电鑫龙0.960.3914.5814.741.13000628高新发展0.970.7714.4114.571.12000951中国重汽2.590.2413.3113.461.11002627宜昌交运0.780.4122.9923.241.11300197铁汉生态3.020.8411.4711.601.10300177中 海 达1.190.4914.2614.421.09300370安控科技1.150.5010.4710.581.09000070特发信息1.650.7829.3229.641.08002299圣农发展0.480.1024.8325.101.07600559老白干酒1.720.4822.2922.521.05002237恒邦股份1.490.3511.4811.601.05300095华伍股份0.850.1511.7611.881.04000004国农科技0.911.0637.2337.611.03600667太极实业1.570.248.348.431.03002643万润股份0.800.1738.8839.281.03600132重庆啤酒1.930.1917.7617.941.01002134天津普林1.130.3813.2713.401.01000524岭南控股0.691.1217.4517.631.01002086东方海洋0.640.139.369.451.00300131英唐智控1.100.519.9710.071.00600328兰太实业1.650.1813.4013.531.00000099中信海直0.800.1212.4712.590.99300281金明精机0.630.2615.9416.100.99300098高 新 兴1.110.3013.5213.650.98600372中航电子0.950.0518.8819.060.97002634棒杰股份0.640.7510.8810.990.97601579会 稽 山1.050.0813.3913.520.97000957中通客车0.780.4517.9118.080.96002273水晶光电0.610.4824.5824.810.95603309维力医疗0.940.4125.4725.710.95300255常山药业1.220.188.228.300.95600218全柴动力0.590.1810.1410.240.95300073当升科技1.300.7450.9951.470.95300432富临精工0.770.6625.8526.090.93300014亿纬锂能0.650.5332.4032.700.93600975新 五 丰1.550.448.438.510.93002498汉缆股份1.390.124.344.380.92002098浔兴股份0.820.5012.1612.270.92600420现代制药0.890.1828.1928.450.92603699纽威股份0.810.3117.2717.430.91600213亚星客车1.110.3314.4414.570.91000088盐 田 港1.000.197.037.090.91600057象屿股份1.430.0810.5610.660.91603027千禾味业0.620.4232.3132.600.89600300维维股份1.030.115.855.900.89300378鼎捷软件0.480.1227.0627.300.89000793华闻传媒1.060.1910.4110.500.88600252中恒集团1.160.274.334.370.88300506名 家 汇2.845.9732.9933.280.87000338潍柴动力1.230.168.989.060.87603822嘉澳环保0.561.0360.8861.410.87600276恒瑞医药0.840.0343.8944.270.87600499科达洁能0.250.307.877.940.86300118东方日升1.000.5316.0716.210.86600261阳光照明1.040.087.697.760.86002660茂硕电源0.690.3614.4614.580.86600549厦门钨业1.190.2325.2025.420.86000068华控赛格0.410.119.619.690.85600084中葡股份0.710.318.448.510.85601028玉龙股份0.490.2210.0910.180.85000887中鼎股份1.100.2023.7823.980.85002268卫 士 通0.900.2231.1231.380.85600589广东榕泰0.950.769.489.560.84600085同 仁 堂0.950.0830.5830.840.84300422博 世 科3.662.0238.2338.550.84000777中核科技0.890.9922.5922.780.84600345长江通信0.540.2122.1022.280.83002318久立特材0.870.1710.4010.490.83300486东杰智能0.660.1631.5731.830.82000876新 希 望0.750.068.018.080.82300371汇中股份0.950.3530.4530.700.82601616广电电气0.850.095.885.930.82600148长春一东1.020.2722.6522.830.81600151航天机电0.570.0610.5010.580.80002384东山精密1.160.2218.2418.390.80600550保变电气0.800.096.266.310.80002709天赐材料1.291.1946.7347.100.80601996丰林集团0.960.298.308.370.79600126杭钢股份-0.230.708.608.670.79002468艾 迪 西-0.260.9430.6930.930.78600381ST 春 天0.540.3011.1111.200.77600217中再资环1.900.308.538.600.77600765中航重机0.770.1614.2714.380.77002791坚朗五金0.350.8648.5348.900.77600155宝硕股份0.590.3215.1315.250.77002653海 思 科0.900.0516.6016.730.76002616长青集团0.930.2519.2919.440.75002532新界泵业0.490.1114.1814.290.75600298安琪酵母0.800.1016.3416.460.75300009安科生物0.830.4625.2125.400.75300085银 之 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