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第三届申万宏源证券ETF实盘大赛火热来袭
申万宏源证券上海北京西路营业部· 2025-06-17 01:36
亮点4 双赛道竞技,全方面展现实力 面田门宏源ETF买岛尺亮 以赛促学, 坑特ETF投资 报名开始 比赛开始 报名结束 比赛结束 6月12日 6月18日 8月29日 9月5日 赛事背景 . . 2024年资本市场迎来政策红利,ETF凭借分散风险、交 易便捷等优势,成为投资者重要选择。 好看日书记后八分如本公中学学校思论坛中 男毛会龙 但此仍随,中力公标近分污于夕系英立公可止以后4月 三届ETF实盘大赛,打造专业实战平台,助力投资者提升 配置能力。新手可学习成长,老手能切磋技艺,共同把握 市场机遇,力争共享投资红利。 主办方 5大赛 亮点1 老牌券商底蕴,专业ETF服务 申万宏源证券作为国内历史悠久的综合性券商,凭借深厚的市 场积淀和专业的投研能力,为投资者提供全市场ETF交易支 持。本次大赛支持沪深市场所有场内ETF品种(货币ETF除 外),助力投资者把握不同市场机会。 亮点2 站式ETF投教专区 为了帮助ETF投资者迅速补充知识"电量",本次大赛专设【大 咖论市】、【大赛专区投教视频】、【ETF理财课堂】等模 块,一站式帮助投资者了解投教知识。 亮点3 互动有礼,边学边玩 大赛设丰富的互动活动,轻松参与即有 ...
黄金会突破新高吗? | 周度量化观察
申万宏源证券上海北京西路营业部· 2025-06-16 01:29
黄黄金金会会突突破破新新高高吗吗?? 22002255年年66月月99日日--22002255年年66月月1133日日基基金金投投顾顾观观点点 本周A股上涨后回落,债市震荡走强,黄金强势攀升,波动放大主要与中东地区局势骤然升级 有关。具体来看,本周市场有以下几个重要方面: 以色列打击伊朗对全球资产产生震动,周五A股和港股受到影响,均回落,但全周来看市场 整体窄幅震荡。市值风格上,小微盘表现稍逊于大盘风格。行业上,有色金属、石油石化、 农林牧渔行业本周表现较好。成交金额上,沪深两市本周成交金额日均值相比上周明显提 升,小微盘的成交额占比比上周有所回落,但仍处于历史相对高位区间。 02 债市方面,债市方面,本周资金面保持宽松,债市震荡走强,十年国债收益率整体下行。资 金面上,尽管央行小幅回收流动性仍不改资金面延续宽松的格局,对债市较为有利。基本面 上,5月通胀数据同环比仍为负,显示价格改善有待时日,对债市较为有利。消息面上,中 美伦敦会议结束,核心内容为中美原则上达成协议框架,目前债市整体受关税影响边际减 弱,仅受小幅扰动。 海外方面,截至周四美股周度小幅收涨,前半周主要交易中美谈判,随后中东局势冲突升 级,黄金 ...
“申”度解盘 | 上证指数区间上轨震荡回调,市场热点切换较快
申万宏源证券上海北京西路营业部· 2025-06-16 01:29
以下文章来源于申万宏源证券上海分公司 ,作者王臻斌 申万宏源证券上海分公司 . 申万宏源证券上海分公司官微,能为您提供账户开立、软件下载、研究所及投顾资讯等综合服务,为您 的财富保驾护航。 摘要: 预计在资金面宽裕背景下市场回调幅度有限,对一季报表现较好及中报仍有较好预期的优质 品种可逢低布局 。 ------------------------- 【行情综述】 本周 A股市场在区间上轨面临震荡压力, 通讯 光模块、稀土永磁 、券商、创新药 板块均有 所表现,但 市场 热点切换较快。 【一周复盘】 6月10日,在伦敦经过两天近20个小时的会谈,中美双方表示已经达成了框架协议。作为中 美磋商机制建立后的首轮会谈, 中美 主要聚焦在稀土与科技领域。 我国自 4 月 开始对部分 中重稀土实施出口管制,作为全球稀土供应大国,出口管制使得海外企业陷入缺少 "工业维生 素"的焦虑,稀土海内外价差也一度拉大。美国相关产业对稀土资源的依赖程度极高,约80% 稀土需求依赖进口,而中国长期以来都是其主要供应国。 在 全球 科技创新及 加速迈向清洁 能源和可持续发展的浪潮中,稀土永磁材料作为 人形机器人、低空经济、 新能源汽车、风 ...
早盘直击 | 今日行情关注
申万宏源证券上海北京西路营业部· 2025-06-16 01:29
Group 1 - The recent US-China economic talks have raised market expectations, but geopolitical tensions are causing market fluctuations [1] - The domestic capital market is gradually stabilizing, with the market pricing in the positive expectations from the talks [1] - Last week, the stock markets in the Asia-Pacific region experienced slight adjustments due to geopolitical events in the Middle East, but the overall impact was limited [1] Group 2 - The Shanghai Composite Index (SSE) showed volatility last week, with a peak close to mid-May highs but ultimately closed below the five-day moving average [2] - The Shenzhen Component Index struggled to recover the 60-day moving average, indicating ongoing market challenges [1][2] - Average daily trading volume exceeded 1.3 trillion yuan for two consecutive weeks, indicating a recovery in market activity [1]
第三届申万宏源证券ETF实盘大赛火热来袭
申万宏源证券上海北京西路营业部· 2025-06-16 01:29
面由门宏源ETF买出入员 以赛促学,玩特ETF投资 报名开始 比赛开始 报名结束 比赛结束 6月18日 8月29日 9月5日 6月12日 赛事背景 . . 2024年资本市场迎来政策红利,ETF凭借分散风险、 易便捷等优势,成为投资者重要选择。 好看日书记而六分如母女女生学学生男公任中 男毛会龙 但此例地,中力么标ய分污于夕茶在立公可止攻后 三届ETF实盘大赛,打造专业实战平台,助力投资者提升 配置能力。新手可学习成长,老手能切磋技艺,共同把握 市场机遇,力争共享投资红利。 主办方 5大赛 亮点1 老牌券商底蕴,专业ETF服务 申万宏源证券作为国内历史悠久的综合性券商,凭借深厚的市 场积淀和专业的投研能力,为投资者提供全市场ETF交易支 持。本次大赛支持沪深市场所有场内ETF品种(货币ETF除 外),助力投资者把握不同市场机会。 亮点2 站式ETF投教专区 为了帮助ETF投资者迅速补充知识"电量",本次大赛专设【大 咖论市】、【大赛专区投教视频】、【ETF理财课堂】等模 块,一站式帮助投资者了解投教知识。 亮点3 双赛道竞技,全方面展现实力 本次大赛特别设置【双周达人奖】和【实盘赢家奖】,不同风 格的投资者都 ...
申万宏源助力云南锡业集团5亿元科技创新中期票据成功发行
申万宏源证券上海北京西路营业部· 2025-06-16 01:29
Core Viewpoint - The successful issuance of the "Yunnan Tin Industry Group (Holding) Co., Ltd. 2025 First Phase Technology Innovation Medium-Term Notes" marks a significant milestone for Yunnan Province's bond market, establishing a new benchmark for technology board bonds [1][2]. Group 1 - The bond issuance totaled 500 million yuan with a maturity of 3 years and a coupon rate of 2.28%, making it the first successful technology board bond in Yunnan Province [1]. - The issuance aligns with the Yunnan Provincial State-owned Assets Supervision and Administration Commission's policy to encourage state-owned enterprises to issue technology innovation bonds to promote industrial upgrades [1]. - Yunnan Tin, as a state-owned enterprise with a 141-year history, leads in technological innovation within the non-ferrous metal industry and has the most complete tin industry chain globally, maintaining the highest tin metal production and sales for several consecutive years [1]. Group 2 - The successful bond issuance demonstrates Shenwan Hongyuan Securities' expertise in developing and pricing industrial bonds, achieving an oversubscription of more than 3 times, which reflects strong market recognition [2]. - The partnership between Shenwan Hongyuan Securities and Yunnan Tin has been further solidified through this issuance, with plans for continued innovation in technology financial services to support the development of new productive forces and breakthroughs in key material technologies [2].
早盘直击 | 今日行情关注
申万宏源证券上海北京西路营业部· 2025-06-13 02:10
Market Analysis - The market is slowly moving forward with limited fluctuations in indices, as concerns over trade conflicts ease with new trade negotiations between China and the US [1] - The Shanghai Composite Index remains above the 5-day moving average, indicating a potential for continued slow upward movement [1] Future Outlook - The window for tariff events is closing, and a new policy window is expected to open in mid to late June, which may lead to market optimism if effective policies are implemented [2] - The National Development and Reform Commission has indicated that measures to stabilize employment and promote high-quality development will be rolled out by the end of June [2] - Short-term fluctuations may occur in popular sectors like banking and innovative pharmaceuticals, while TMT and technology growth sectors may see rebounds after sufficient adjustments [2] Hot Sectors - June is likely to be driven by event-based themes, with attention on low-position sectors such as consumption, pharmaceuticals, and adequately adjusted technology growth [3] - The focus on expanding domestic consumption is a key task for 2025, with expectations for policy support in sectors like dairy products, IP consumption, leisure tourism, and medical aesthetics [3] - The trend of robot localization and integration into daily life is expected to continue, with opportunities arising in sensors, controllers, and dexterous hands [3] - The semiconductor localization trend remains strong, with attention on semiconductor equipment, wafer manufacturing, materials, and IC design [3] - The military industry is anticipated to see a rebound in orders by 2025, with signs of recovery in various sub-sectors [3] - Innovative pharmaceuticals are entering a growth phase after a four-year adjustment, with positive net profit growth expected to continue into 2025 [3] Market Review - The A-share market experienced narrow fluctuations, with the Shanghai Composite Index remaining above the 5-day moving average and showing signs of divergence in moving averages [4] - Popular sectors like banking and innovative pharmaceuticals maintained strong performance, with over 2300 stocks rising, indicating a favorable earning environment [4] - Leading sectors included non-ferrous metals, media, beauty care, pharmaceutical biology, and communications, while sectors like home appliances, coal, food and beverage, agriculture, and real estate faced declines [4]
申万宏源“研选”说——“ETF专区”,让您的ETF实战快人一步
申万宏源证券上海北京西路营业部· 2025-06-13 02:10
Core Viewpoint - The article emphasizes the importance of selecting the right ETFs in response to market trends and investment opportunities, particularly in the context of the growing popularity of ETFs among investors [1]. Group 1: ETF Selection Features - The "ETF Zone" in the Shenyuan Hongyuan app allows users to easily search and select ETFs based on their preferred stocks, providing a user-friendly interface for investment decisions [4][6]. - Users can input multiple stocks to find corresponding ETFs, which enhances the efficiency of the selection process [4][6]. - The app supports various categories of ETFs, including cross-border, commodity, bond, and currency ETFs, catering to diverse investment needs [9]. Group 2: Performance Metrics - The article highlights the performance of certain ETFs, noting a one-year increase of 41.52% for a specific ETF, with a ranking of 116 out of 2771 in its category [7]. - Other ETFs mentioned show significant one-year growth rates, such as 30.44% and 31.45%, indicating strong market performance [7]. Group 3: User Engagement - The article encourages users to engage with the ETF selection process, suggesting that it can be done quickly and efficiently, with results displayed in just a few seconds [6][3]. - The platform aims to empower users by providing tools to make informed investment choices based on real-time data and performance metrics [11].
2025迎“牛友”!你值得长期信赖的一流投资银行与投资机构
申万宏源证券上海北京西路营业部· 2025-06-13 02:10
Core Viewpoint - The article promotes exclusive financial services and investment opportunities for new customers of Shenwan Hongyuan, emphasizing limited-time offers and various benefits for participants [2][12]. Group 1: Exclusive Financial Services - New customers can access a range of exclusive financial services, including a standardized investment advisory service valued at 398 yuan per month, with a three-month trial available [4]. - Participants can also experience Level-2 market data for both A-shares and Hong Kong stocks, valued at 78 yuan for a three-month trial [6][7]. Group 2: Special Indicators and Tools - The article introduces three unique indicators designed to assist in decision-making: "Sniper Wave," "Wealth Ladder," and "Magical Nine Turns," each available for a one-month trial [4]. - New customers with assets reaching 10,000 yuan can receive a Level-2 Gold version and the three special indicators for one month, valued at 534 yuan [12]. Group 3: Live Streaming and Educational Content - Customers can enjoy free access to live streaming sessions and courses, featuring expert analysis and market reviews, enhancing their investment knowledge [9][10]. - The content includes daily market summaries, monthly trends, asset allocation strategies, and investment education [10]. Group 4: Participation Rules and Limitations - The program is limited to new customers who complete the necessary authentication and is available on a first-come, first-served basis [15][16]. - Each eligible customer can only participate once, and the financial benefits are subject to specific usage conditions, including a 30-day validity period for certain financial vouchers [15][16].
港股知多少——简单投资港股新姿势
申万宏源证券上海北京西路营业部· 2025-06-13 02:10
宏源山旁 :: 7 SHENWAN HONGYUAN SECURITIES D @ @ 投资指南针 F 知名少 + 灌股通 如果一只港股股票被纳入港股通,意味着内地投资者不需要开通 港股账户,可以直接在内地交易所交易,包括南向资金在内,这 将有助于提升该公司的流动性和市场认可度。 例如今年4月,赤峰黄金被纳入港股通,表现抢眼,叠加黄金板块 的避险属性,市场反应热烈。 (数据来源:港交所港股通标的证 券调整名单,不作为个股推荐) 个人开通条件 以投资者名义开立的证券账户及资金账户内资产 在申请权限前20个交易日日均资产不低于人民币50万元 具备港股通证券交易基础知识, 了解港股通证券投资风险,通过港股通业务知识测试 有较强的风险承受能力和风险控制能力,普通投资者 信当性 风险承受能力测评结果为C4(积极型)(含)以上 言记录 不存在严重的不良诚信记录 禁止行为 不存在法律、行政法规、部门规章等规定的 禁止或限制参与港股通证券交易的情形。 海岸道设 港股通,是上交所、深交所分别和港交所,建立技术连接,使得 内地与香港投资者可以互相买卖在对方交易所上市的部分股票。 它像一座连接内地和香港的"投资大桥" -- 通过上 ...