| --- | --- | --- | |-------|-------|-------------------------------------------------------------------------------| | | | | | | | 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 三一转债 2024-03-18(三一 ...

Group 1 - The report highlights that since February 6, the Shanghai Composite Index has increased by over 13%, indicating a recovery in the market and significant gains for several newly established funds [1] - The Federal Reserve's decision to pause interest rate hikes for the fifth time since last year is expected to lead to three rate cuts this year, positively impacting market liquidity and valuations, particularly benefiting technology companies [2] - The manufacturing investment growth rate accelerated to 9.4% year-on-year in January-February, outpacing overall investment growth by 5.2 percentage points, supporting economic stability [11] Group 2 - The report notes that the low-altitude economy sector has seen a surge, with significant gains in related stocks, while the AI application sector remains active [8][10] - The report mentions that 37 Chinese mobile game companies generated a total revenue of $2.03 billion in February, reflecting a 3.6% month-on-month increase [14] - The public offering fund of funds (FOF) is facing growth challenges, with many funds struggling to exceed a scale of 200 million yuan, indicating survival pressures in the industry [16]

晨会纪要 2024-03-18 ————————————————————————————————————————————— 敬请阅读末页的条款 第1页 ————————————————————————————————————————————— 敬请阅读末页的条款 第2页 ————————————————————————————————————————————— 敬请阅读末页的条款 第3页 ————————————————————————————————————————————— 敬请阅读末页的条款 第4页 ————————————————————————————————————————————— 敬请阅读末页的条款 第5页 137566 融茂优A 2024-03-18(融茂优A(137566)自2023年9月22日起停牌。) 137567 融茂优B 2024-03-18(融茂优B(137567)自2023年9月22日起停牌。) 137653 佳尾2B2 2024-03-18(佳尾2B2自2023年2月16日开市起停牌) 137878 21佳01优 2024-03-18(21佳01优于2023年3月30日起停牌 ...

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 ...

| --- | --- | --- | --- | --- | |------------------------|-------|-----------------------------------------------------------------------------------------|-------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | | | 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 ...

每日市场观察 2024 年 3 月 22 日 【今日关注】 周四市场小幅高开后强势震荡，两市涨跌停家数几乎持平，市场情绪 有一定回落。量能较前一交易日小幅增加，北上资金却再度净流出。 市场震荡过程中资金虽出现分歧，但成交情况仍可以维持万亿规模， 短期板块轮动的格局有望延续。 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。 【市场回顾】 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 交额 10677 亿 ...

501069 华宝标普中国A股质量价值指数 2024-03-26(因以通讯方式召开基金份额持有人大会,华宝标普中国A股质量 价值指数将在2023年3月24日当日开市起停牌) 501072 国金红利增强 2024-03-26(因基金份额持有人大会会议计票日为2021年12月7日,国金低波红利于2021年 12月7日开市起停牌) 501086 华宝MSCIESG指数 2024-03-26(因基金份额持有人大会公告计票日为2023年10月10日,华宝MSCIESG指数将于 2023年10月10日开市起停牌) 501106 广发中证10年期国开债(LOF)A 2024-03-26(因基金进入清算程序,广发10年A自2020年5月7日开始停牌) 501309 国泰恒生港股通指数(LOF) 2024-03-26(因基金份额持有人大会计票日为2023年5月24日,国泰恒生港股通指 数(LOF)将于2023年5月24日开市起停牌) 502016 长信一带一路指数 2024-03-26(因持有人大会计票日,长信一带一路于2018年4月19日开市起停牌 ) 502017 带路A 2024-03-26(因持有人大会计票日,长信一带 ...

Market Overview - The Shanghai Composite Index opened higher but closed slightly down, with support found near the 5-day moving average, indicating potential upward movement towards the 3100-point mark in the near term [3][4] - On March 21, the market experienced fluctuations with all three major indices slightly declining, while sectors such as low-altitude economy and AI applications showed strong performance [4][18] - The overall market sentiment was mixed, with over 2900 stocks declining, highlighting a predominance of downward movement among individual stocks [4] Economic Indicators - In the first two months of the year, manufacturing investment growth accelerated by 9.4% year-on-year, outpacing overall investment growth by 5.2 percentage points, serving as a crucial support for economic stability [7] - National public budget revenue for January-February was reported at 4.46 trillion yuan, reflecting a 2.3% year-on-year decline, but a comparable growth of approximately 2.5% when adjusted for comparable standards [8] Industry Dynamics - The National Development and Reform Commission emphasized the need to accelerate the development of new productive forces and modern industrial systems, focusing on innovation and the growth of leading enterprises [6][20] - The gaming industry saw a significant increase, with Chinese mobile game companies generating a total revenue of 2.03 billion USD in February, representing a 3.6% month-on-month increase [10][24] Fund Dynamics - New funds have been rapidly building positions, indicating institutional optimism about future market performance, with several newly established funds achieving notable returns [12][32] - Despite the overall recovery in fund performance, public fund of funds (FOF) face challenges in scaling, with many struggling to reach the 200 million yuan threshold [26][31] Monetary Policy - The People's Bank of China highlighted the effectiveness of its monetary policy transmission compared to foreign central banks, maintaining a reasonable credit growth rate to support high-quality economic development [22][39]

Market Overview - The market experienced slight fluctuations with both gains and losses nearly balanced, indicating a retreat in market sentiment. Trading volume increased slightly compared to the previous day, but northbound capital saw a net outflow [1][2] - The Shanghai Composite Index opened higher but closed slightly down, finding support near the 5-day moving average. There is potential for the index to continue pushing towards the 3100-point mark in the near term [1][3] Sector Performance - The low-altitude economy sector saw a surge, with significant gains in pork and precious metals. Recent market hotspots are concentrated in new productivity directions, particularly in flying cars and artificial intelligence [1][3] - On March 21, the market saw a broad decline with over 2900 stocks falling, while sectors like low-altitude economy, AI applications, and pork stocks performed well [2][3] Capital Flow - On March 21, northbound capital recorded a net sell-off of 60.2 billion yuan, with the Shanghai Stock Connect seeing a net outflow of 31.12 billion yuan and the Shenzhen Stock Connect a net outflow of 29.08 billion yuan [4] - The main sectors attracting capital inflow included securities, film and television, and agriculture, while sectors experiencing outflows included photovoltaic equipment, batteries, and communication devices [4] Policy and Economic Indicators - The National Development and Reform Commission emphasized the need to accelerate the development of new productivity and modern industrial systems, focusing on innovation and the growth of leading enterprises [5][6] - Manufacturing investment growth accelerated in January-February, with a year-on-year increase of 9.4%, outpacing overall investment growth by 5.2 percentage points, indicating a positive trend in the manufacturing sector [6] - The Ministry of Finance reported a recovery in fiscal revenue, with a total public budget revenue of 4.46 trillion yuan in January-February, showing a real growth of approximately 2.5% [7] Industry Dynamics - The National Energy Administration plans to establish a coal mine intelligent standard system by 2025, aiming to enhance productivity and innovation in the coal mining sector [8] - In February, Chinese mobile game companies generated a total revenue of 20.3 billion USD, reflecting a 3.6% month-on-month increase, with 37 companies making it to the global top 100 mobile game publishers [9] Fund Dynamics - Publicly offered funds of funds (FOFs) are facing growth challenges, with many struggling to exceed 200 million yuan in scale despite a recovery in average performance [11] - New funds have been actively building positions in the market, indicating institutional optimism about future market performance [12][13] Buy-Side Insights - Following the Federal Reserve's decision to pause interest rate hikes, U.S. stock indices reached new closing highs, with expectations of potential rate cuts later in the year, which could enhance market valuations and risk appetite [14]

晨会纪要 2024-03-26 ————————————————————————————————————————————— 敬请阅读末页的条款 第2页 116030 H凯迪2-5 2024-03-26(凯迪2优5于2019年6月10日开始停牌) 117016 16华泰01 2024-03-26(16华泰01将从2019年2月22日上午开市起停牌) 117022 16配投01 2024-03-26(16配投01将自2018年6月12日开市起停牌) 117027 16配投02 2024-03-26(16配投02将自2018年6月12日开市起停牌) 117034 16配投03 2024-03-26(16配投03将自2018年6月12日开市起停牌) 117039 16飞投01 2024-03-26(16飞投01(117039)自2018年8月20日开市起停牌并暂停换股) 117043 16飞投02 2024-03-26(16飞投02(117043)自2018年8月20日开市起停牌并暂停换股) 117044 16飞投03 2024-03-26(16飞投03(117044)自2018年8月20日开市起停牌并暂停换股) 1 ...