2026 年 02 月 05 日 每日晨报 | 指数 | 开盘价 | 收盘价 | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | | 上证综指 | 4,065 | 4,102 | 0.85 | 0.40 | | 深证成指 | 14,072 14,156 | | 0.21 | 0.90 | | 创业板指 | 3,298 | 3,312 | -0.40 | -0.55 | | 恒生指数 | 26,797 26,847 | | 0.05 | 1.47 | | 日经225 54,250 54,293 | | | -0.78 | 3.38 | | 富时100 10,315 10,402 | | | 0.85 | 3.52 | | 道琼斯工业 | 49,324 49,501 | | 0.53 | 0.08 | | 标普500 | 6,925 | 6,883 | -0.51 | -0.89 | | 纳斯达克 | 23,217 22,905 | | -1.51 | -2.73 | | 主要市场股指表现 | | | | | | 4.00 | 近一交易日% | | 近20交易 ...

2026 年 02 月 04 日 每日晨报 | 指数 | 开盘价 | 收盘价 | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | | 上证综指 | 4,044 | 4,068 | 1.29 | -0.39 | | 深证成指 | 13,987 14,127 | | 2.19 | 0.75 | | 创业板指 | 3,318 | 3,325 | 1.86 | 0.17 | | 恒生指数 | 26,996 26,835 | | 0.22 | 0.47 | | 日经225 53,332 54,721 | | | 3.92 | 5.57 | | 富时100 10,341 10,315 | | | -0.26 | 1.90 | | 道琼斯工业 | 49,359 49,241 | | -0.34 | 0.54 | | 标普500 | 6,985 | 6,918 | -0.84 | 0.23 | | 纳斯达克 | 23,667 23,255 | | -1.43 | -0.60 | | 主要市场股指表现 | | | | | | 6.00 | 近一交易日% | | 近20交易日 ...

2026 年 02 月 03 日 每日晨报 国内要闻 重要公告 研报推荐 【金元固收】周度概览——海外风险资产剧震，国内债市反 应平淡 请务必仔细阅读本报告最后部分的免责声明 曙光在前 金元在先 -1- 每 日 晨 报 | 指数 | 开盘价 | 收盘价 | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | | 上证综指 | 4,080 | 4,016 | -2.48 | -0.19 | | 深证成指 | 14,129 13,824 | | -2.69 | -0.03 | | 创业板指 | 3,368 | 3,264 | -2.46 | -0.92 | | 恒生指数 | 27,097 26,776 | | -2.23 | 1.63 | | 日经225 53,575 52,655 | | | -1.25 | 4.60 | | 富时100 10,224 10,342 | | | 1.15 | 3.37 | | 道琼斯工业 | 48,778 49,408 | | 1.05 | 2.12 | | 标普500 | 6,917 | 6,976 | 0.54 | 1.72 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.16% to 4,157.98 points, while the Shenzhen Component Index fell by 0.30% to 14,300.08 points, and the ChiNext Index decreased by 0.57% to 3,304.51 points. The total trading volume in the Shanghai, Shenzhen, and Beijing markets exceeded 32 trillion yuan [10][5]. - In the Asia-Pacific market, the Hong Kong Hang Seng Index increased by 0.51% to 27,968.09 points, while the Hang Seng Tech Index dropped by 1% to 5,841.1 points. The Nikkei 225 Index rose by 0.03% to 53,375.60 points, and the KOSPI Index in South Korea increased by 0.98% to 5,221.25 points [10][5]. - In the European market, the German DAX Index fell by 1.92% to 24,347.16 points, while the French CAC40 Index rose by 0.06% to 8,071.36 points, and the UK FTSE 100 Index increased by 0.17% to 10,171.76 points [10][5]. - In the US market, the Dow Jones Industrial Average rose by 0.11% to 49,071.56 points, while the Nasdaq Composite Index fell by 0.72% to 23,685.12 points, and the S&P 500 Index decreased by 0.13% to 6,969.01 points [10][5]. International News - The US federal government is facing a partial shutdown crisis as the Senate failed to advance a government funding bill that had been passed by the House of Representatives. Funding for several federal departments is set to run out on January 30 [9]. - South Africa is considering imposing tariffs of up to 50% on vehicle imports from China and India to protect its domestic automotive industry from the surge of low-priced imports. In 2024, vehicles imported from China accounted for 53% of South Africa's total vehicle imports, while those from India made up 22% [9]. - OpenAI is seeking to raise up to $100 billion to support its growing AI business, with Nvidia negotiating a potential investment of up to $30 billion, Microsoft planning to invest less than $10 billion, and Amazon possibly investing up to $50 billion [9]. Domestic News - The State Council has issued a plan to accelerate the cultivation of new growth points in service consumption, proposing 12 policy measures to stimulate development in key areas such as transportation, housekeeping, online audio-visual services, tourism, and the automotive aftermarket [11]. - The 2026 Spring Festival is expected to see a record high of 9.5 billion people in cross-regional movement, with nationwide highways waiving tolls for small passenger vehicles during the holiday [11]. - The Ministry of Industry and Information Technology held a meeting with photovoltaic industry entrepreneurs, emphasizing that "anti-involution" is the main contradiction in the regulation of the photovoltaic industry, advocating for market-oriented and legal measures to promote healthy competition and rational development [12]. Important Announcements - Jiangfeng Electronics plans to acquire control of Beijing Kaide Quartz Co., Ltd. through a cash purchase [13]. - Hoshine Silicon Industry has confirmed a high-end manufacturing industrial park project worth 11 billion yuan [13]. - Muxi Co., Ltd. intends to use no more than 200 million yuan of raised funds to provide loans to its wholly-owned subsidiary for the research and industrialization of new high-performance general-purpose GPUs [13].

交通运输-公路运输 2026 年 1 月 27 日 | ype your comment here 市场数据 | 2026 年 1 月 27 日 | | --- | --- | | 当前价格（元） | 12.86 | | 52 周价格区间（元） | 6.61-13.79 | | 总市值（百万元） | 4,031.47 | | 流通市值（百万元） | 2,825.92 | | 总股本（万股） | 31,348.90 | | 流通股（万股） | 31,347.78 | | 日均成交额（百万元） | 125.09 | | 近一月换手（%） | 99.64 | | 第一大股东 | 永锋集团有限公司 | | 公司网址 | https://www.scflyy.cn/ | | 财务数据 | 25q3 | 行业均值 | | --- | --- | --- | | 毛利率 | 18.63 | 12.19 | | 净利率 | 25.95 | 3.47 | | 净资产收益率 | 9.38 | 0.85 | | 总资产收益率 | 5.44 | 0.93 | | 资产负债率 | 38.92 | 40.32 | | 股息率 | 0.9 ...

2026 年 01 月 29 日 每日晨报 | 指数 | 开盘价 收盘价 | | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | | 上证综指 | 4,150 | 4,151 | 0.27 | 4.69 | | 深证成指 | 14,372 14,343 | | 0.09 | 5.95 | | 创业板指 | 3,360 | 3,324 | -0.57 | 3.13 | | 恒生指数 | 27,326 27,827 | | 2.58 | 7.63 | | 日经225 53,024 53,359 | | | 0.05 | 5.85 | | 富时100 10,208 10,154 | | | -0.52 | 2.15 | | 道琼斯工业 | 49,025 49,016 | | 0.02 | 1.14 | | 标普500 | 7,002 | 6,978 | -0.01 | 1.05 | | 纳斯达克 | 23,965 23,857 | | 0.17 | 1.63 | | 主要市场股指表现 | | | | | | 10.00 | 近一交易日% | | 近20交易日% ...

2026 年 01 月 28 日 每日晨报 | 指数 | 开盘价 | 收盘价 | | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | --- | | 上证综指 | 4,125 | 4,140 | | 0.18 | 4.45 | | 深证成指 | 14,284 14,330 | | | 0.09 | 5.34 | | 创业板指 | 1,768 | 1,769 | | -0.11 | 6.72 | | 科创50 | 1,530 | 1,556 | | 1.51 | 15.62 | | 恒生指数 | 26,863 27,127 | | | 1.35 | 5.82 | | 日经225 | 52,848 53,334 | | | 0.85 | 5.80 | | 富时100 | 10,149 10,208 | | | 0.58 | 3.42 | | 道琼斯工业 | 49,104 49,003 | | | -0.83 | 0.56 | | 标普500 | 6,966 | 6,979 | | 0.41 | 0.67 | | 纳斯达克 | 23,735 23,817 | | ...

Investment Rating - The report maintains an "Overweight" rating for the low-altitude economy sector [3]. Core Insights - The low-altitude economy index increased by 3.70% this week, with a relative increase of 4.32%, and the average daily trading volume was 365.3 billion yuan, indicating a decrease in trading volume compared to the previous week [3][11]. - The top five performing stocks this week were Beimo Gaoke, Xinwei Communication, Hangfa Power, Chaojie Co., and Baowu Magnesium, while the bottom five were Haige Communication, Shenglu Communication, Xiaopeng Motors-W, Lais Information, and Guangqi Technology [4][16]. Industry Dynamics - Blue Sky Aviation launched the world's first 800V aviation range extender, which significantly enhances the eVTOL range to over 1000 kilometers [19]. - An eVTOL test flight and operation seminar was held in Chengdu, focusing on various aspects of the eVTOL industry, including compliance verification and pilot training [19]. - A successful fire rescue test using drones was conducted in Shenzhen, demonstrating the capability to deliver water from heights exceeding 300 meters [19]. - The RX1E-A received production certification, marking the beginning of mass production for this electric light sport aircraft [20]. Policy Dynamics - The Dongguan Transportation Bureau is seeking public opinion on a draft for the development of low-altitude economic transportation infrastructure, proposing a comprehensive infrastructure system [21]. - The Shanghai Municipal Government released interim measures for the safety management of civil unmanned aerial vehicles, which will take effect on February 1 [21][22]. Company Dynamics - Eve Air Mobility completed a $150 million five-year debt financing, increasing its total funding to $1.2 billion, aimed at eVTOL technology development and FAA certification, targeting commercialization by 2028 [23].

2026 年 1 月 23 日 行业指数相对沪深 300 表现 0 1,000 2,000 3,000 4,000 5,000 6,000 2025-01-22 2026-01-22 无人驾驶 沪深300 证券分析师：李景星 执业证书编号： S0370522090001 公司邮箱：lijingx@jyzq.cn 联系电话：0755-23832812 自动驾驶加速发展 —写在技术落地加速与商业化元年之际 评级：增持（维持） 核心观点：近期国内外自动驾驶行业迎来多重标志性进展，国 内 L3 级自动驾驶试点正式落地，叠加 Robotaxi 商业化提速与 核心硬件成本下探，行业从技术验证迈入规模化落地关键期， 政策鼓励+技术突破+商业试点多重驱动下，产业链各环节将持 续受益。 ➢ 产业爆发推动自驾智能化升级 请务必仔细阅读本报告最后部分的免责声明 曙光在前 金元在先 交通运输-自动驾驶专题 -1- 行 业 点 评 报 证 券 研 究 报 告 告 ➢ L3 试点破冰，商业化闭环加速推进 ⚫ 2025 年末工信部公布我国首批 L3 级有条件自动驾驶车型 准入许可，今年 1 月，北汽极狐阿尔法 S（L3 版）、深蓝 L3 ...

2026 年 01 月 27 日 每日晨报 | 指数 | 开盘价 | 收盘价 | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | | 上证综指 | 4,145 | 4,133 | -0.09 | 4.37 | | 深证成指 | 14,492 14,317 | | -0.85 | 5.80 | | 创业板指 | 3,366 | 3,319 | -0.91 | 2.46 | | 科创50 | 1,557 | 1,533 | -1.35 | 13.62 | | 恒生指数 | 26,844 26,766 | | 0.06 | 3.67 | | 日经225 | 53,023 52,885 | | -1.79 | 4.90 | | 富时100 | 10,143 10,149 | | 0.05 | 2.82 | | 道琼斯工业 | 49,138 49,412 | | 0.64 | 1.40 | | 标普500 | 6,923 | 6,950 | 0.50 | 0.26 | | 纳斯达克 | 23,529 23,601 | | 0.43 | -0.05 | | 主要市场股 ...