| --- | --- | --- | --- | --- | |------------------------|-------|-----------------------------------------------------------------------------------------|-------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | | | 2024 年 03 月 18 日 星期一 | | 【摘要】 | | | | | | 【今日要闻】 | | | | | | | | 青海玉树州杂多县发生4.3级地震 震源深度10千米(第一财经) | | | | | | 固本强基 提升资本市场内在稳定性(中国证券报) | | | | | | 政策效果显现 转融券市场规模明显缩 ...

晨会纪要 2024-03-18 | --- | --- | --- | |-------|-------|-------------------------------------------------------------------------------| | | | | | | | 012382883 23中林集团SCP006 2024-03-18(23中林集团SCP006自2023年11月21日起停牌) | | | | 012383158 23中林集团SCP007 2024-03-18(23中林集团SCP007自2023年11月21日起停牌) | | | | 012383481 23中林集团SCP008 2024-03-18(23中林集团SCP008自2023年11月21日起停牌) | | | | 101900848 19中林集团MTN002 2024-03-18(19中林集团MTN002自2023年11月21日起停牌) | | | | 102100509 21中林集团MTN001 2024-03-18(21中林集团MTN001自2023年11月21日起停牌) | | | | 110032 三一 ...

160138 国企精明A 2024-03-18(因召开基金份额持有人大会,自2019年4月12日起停牌) 160522 博时睿益事件驱动混合(LOF) 2024-03-18(因以通讯方式召开基金份额持有人大会,博时睿益将在计票日即 2021年9月13日当日开市起停牌) 160720 嘉实中证中期企业债指数(LOF)A 2024-03-18(因基金份额持有人大会计票日为2020年8月10日,嘉实中期企 债A于2020年8月10日开市起停牌) 160915 大成景丰债券(LOF) 2024-03-18(因进入基金财产清算程序,大成景丰于2020年4月30日开市起停牌) 160922 恒生中小A 2024-03-18(因以通讯方式召开基金份额持有人大会,恒生中小A将在计票日即2023年2月9日开市 起停牌) 161210 国投瑞银新兴市场股票(QDII-LOF) 2024-03-18(因召开基金份额持有人大会,国投新兴于2018年10月10日开 市起停牌 ) 161213 国投瑞银中证消费服务指数(LOF) 2024-03-18(因召开基金份额持有人大会,国投消费LOF自2022年1月11日 开始起停牌) 1618 ...

【今日关注】 沪指高开后小跌收盘，盘中下探至 5 日均线附近获得支撑，周五开盘 短期均线或将继续跟进，股指有望继续向 3100 点推进。本周沪指大概 率收红，下周开盘 5 周均线可能继续上行托举指数，下方支撑进一步 夯实，指数蓄势后或将收复 3100 点大关。 板块方面，低空经济现涨停潮，猪肉、贵金属等板块涨势较好。近期 市场热点主要集中在新质生产力方向，细分来看，飞行汽车、人工智 能相对较强。指数蓄势过程中个股波动率趋弱，结构性特征或愈加明 显。 市场概况：3 月 21 日，市场全天震荡调整，三大指数均小幅下跌。盘 面上，低空经济板块持续爆发，AI 应用方向继续活跃，猪肉股集体走 强，存储芯片概念股一度冲高。下跌方面，汽车拆解概念股展开调整。 总体上个股跌多涨少，全市场超 2900 只个股下跌。沪深两市 21 日成 【资金面】 【消息面】 国家发改委副主任刘苏社表示，下一步，我委将认真贯彻落实党中央、 国务院决策部署，加快培育发展新质生产力，大力推进现代化产业体 系建设。我们将强化企业创新主体地位，以科技创新引领产业创新， 促进形成龙头企业创新引领、中小企业快速成长、初创企业不断涌现 的企业梯队；打造产业集 ...

| --- | --- | --- | --- | --- | |------------------------|-------|-----------------------------------------------------------------------------------------|-------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | | | 2024 年 03 月 18 日 星期一 | | 【摘要】 | | | | | | 【今日要闻】 | | | | | | | | 青海玉树州杂多县发生4.3级地震 震源深度10千米(第一财经) | | | | | | 固本强基 提升资本市场内在稳定性(中国证券报) | | | | | | 政策效果显现 转融券市场规模明显缩 ...

Market Overview - The low-altitude economy sector is experiencing a surge, with strong performance in pork and precious metals sectors. Recent market hotspots are concentrated in new productivity directions, particularly in flying cars and artificial intelligence [2][3] - On March 21, the market saw a trading volume of 1,067.7 billion, an increase of 67.7 billion compared to the previous trading day. The Shanghai Composite Index fell by 0.08%, the Shenzhen Component Index by 0.36%, and the ChiNext Index by 0.64% [3][6] - The main capital flow on March 21 showed a net inflow of 1.848 billion in the Shanghai market and a net outflow of 2.530 billion in the Shenzhen market. The top three sectors for capital inflow were securities, film and television, and aquaculture, while the top three sectors for outflow were photovoltaic equipment, batteries, and communication equipment [4][8] Industry Dynamics - The National Development and Reform Commission emphasizes accelerating the cultivation of new productivity and promoting the construction of a modern industrial system. This includes strengthening the role of enterprises in innovation and fostering a competitive industrial ecosystem [9][23] - Manufacturing investment growth accelerated in January-February, with a year-on-year increase of 9.4%, outperforming overall investment growth by 5.2 percentage points, indicating a positive trend in the transformation and upgrading of the manufacturing sector [10] - The National Energy Administration is working on establishing a coal mine intelligent standard system by 2025, aiming for a structured and clear framework to support intelligent coal mining [12][26] Future Industry Initiatives - Shanghai plans to promote future industries through various initiatives, including hosting the "Future Industry Star" competition and advancing the construction of future industry pilot zones, focusing on sectors like biomanufacturing, quantum technology, and low-altitude economy [13][28] Fund Dynamics - Publicly offered funds (FOFs) face growth challenges despite a recovery in average performance. As of March 20, 10 new FOFs were established this year, raising a total of 2.57 billion, indicating a slight recovery compared to the previous year [29]

| --- | --- | --- | --- | --- | |------------------------|-------|-----------------------------------------------------------------------------------------|-------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | | | 2024 年 03 月 18 日 星期一 | | 【摘要】 | | | | | | 【今日要闻】 | | | | | | | | 青海玉树州杂多县发生4.3级地震 震源深度10千米(第一财经) | | | | | | 固本强基 提升资本市场内在稳定性(中国证券报) | | | | | | 政策效果显现 转融券市场规模明显缩 ...

晨会纪要 2024-03-18 ————————————————————————————————————————————— 敬请阅读末页的条款 第1页 114618 H9融投08 2024-03-18(19融投08:自2023年4月26日开市起停牌) 114689 20天乾01 2024-03-18(20天乾01:将于2023年3月13日开市起停牌) 114872 20祥生01 2024-03-18(20祥生01自2022年11月28日起停牌) 114923 21苏电01 2024-03-18(21苏电01于2021年12月27日起停牌。) 116028 H凯迪2-3 2024-03-18(凯迪2优3于2019年6月10日开始停牌) 116029 H凯迪2-4 2024-03-18(凯迪2优4于2019年6月10日开始停牌) 116030 H凯迪2-5 2024-03-18(凯迪2优5于2019年6月10日开始停牌) 117016 16华泰01 2024-03-18(16华泰01将从2019年2月22日上午开市起停牌) 117022 16配投01 2024-03-18(16配投01将自2018年6月12日开市 ...

Summary of Key Points Core Insights - Multiple companies have been suspended from trading, indicating potential market volatility and regulatory scrutiny [1][4][7]. Company Specifics - **融茂优A (137566)**: Suspended since September 22, 2023 [1] - **融茂优B (137567)**: Suspended since September 22, 2023 [1] - **佳尾2B2 (137653)**: Suspended since February 16, 2023 [1] - **21佳01优 (137878)**: Suspended since March 30, 2023 [1] - **21阳光优 (137902)**: Suspended since April 7, 2023 [1] - **21泰富优 (137915)**: Suspended since March 1, 2024 [1] - **H迅捷2优 (138594)**: Suspended since October 26, 2021 [1] - **H迅捷3优 (138730)**: Suspended since October 26, 2021 [1] - **H融联1优 (138982)**: Suspended since October 26, 2021 [1] - **奥凯03 (142005)**: Suspended since November 13, 2018 [1] - **PR九通A4 (142799)**: Suspended since July 8, 2022 [1] - **PR九通A5 (142800)**: Suspended since July 8, 2022 [1] - **PR九通A6 (142801)**: Suspended since July 8, 2022 [1] - **17九通次 (142802)**: Suspended since July 8, 2022 [1] - **17南三01 (143055)**: Suspended since April 8, 2022 [1] - **17三鼎02 (143316)**: Suspended since September 6, 2019 [1] - **H7新大01 (143405)**: Suspended since December 16, 2019 [1] - **H7新大02 (143406)**: Suspended since December 16, 2019 [1] - **H7新大03 (143437)**: Suspended since December 16, 2019 [1] - **18华夏01 (143550)**: Suspended since May 31, 2021 [1] - **18华夏02 (143551)**: Suspended since May 31, 2021 [1] - **18泛海G1 (143661)**: Suspended since March 4, 2022 [1] - **18远洋1 (143666)**: Suspended since November 7, 2023 [1] - **18华夏03 (143693)**: Suspended since June 21, 2021 [1] - **18如意1 (143818)**: Suspended since February 19, 2020 [1] - **18晟晏G1 (143839)**: Suspended since February 8, 2023 [1] - **16合景03 (145016)**: Suspended since September 26, 2023 [1] - **16合景04 (145017)**: Suspended since September 26, 2023 [1] - **16新光债 (145062)**: Suspended since October 22, 2018 [1] - **16银控01 (145121)**: Suspended since April 4, 2019 [1] - **16银控02 (145122)**: Suspended since April 4, 2019 [1] - **16洪业债 (145235)**: Suspended since June 27, 2017 [1] - **16东辰04 (145247)**: Suspended since March 18, 2019 [1] - **17银控01 (145314)**: Suspended since April 4, 2019 [1] Industry Insights - The report highlights a trend of increasing suspensions across various sectors, indicating a tightening regulatory environment and potential impacts on investor sentiment [4][5][6].

【今日关注】 【市场回顾】 北向资金：3 月 21 日，北向资金净卖出 60.2 亿，其中沪股通净卖出 31.12 亿元，深股通净卖出 29.08 亿元。 措，促进战略性新兴产业加快发展，不断塑造发展的新动能和新优势， 推动经济高质量发展。 3 月 21 日，国务院新闻办公室举行新闻发布会，介绍近期投资、财政、 金融有关数据及政策情况。财政部副部长廖岷介绍，财政收入延续恢 复性增长态势，开局平稳。今年 1-2 月，全国一般公共预算收入 4.46 万亿元，同比下降 2.3%，但是按照可比口径实际增长 2.5%左右。 点评：财政收入延续恢复性增长态势，开局平稳。前 2 个月全国一般 公共预算收入实际上实现了恢复性增长，与宏观经济稳中向好态势基 本保持一致。 Sensor Tower 发布了最新的研究报告，显示中国手游厂商 2 月总收入 环比提升 3.6%。2 月共 37 个中国厂商入围全球手游发行商收入榜 TOP100，合计吸金 20.3 亿美元，占本期全球 TOP100 手游发行商收入 38.9%。 【基金动态】 2.业内人士：次新基金快速建仓 反映出机构对后市的乐观态度 受此影响，美股三大股指集体收涨，纳指涨 ...