1. 国家金融监督管理总局:将指导金融行业多出让消费者看得见、 摸得着、得实惠的举措。 2. 中国人民银行宣布于9月15日开展6000亿元买断式逆回购操作, 期限为6个月(182天)。 3. 国家统计局:8月规模以上工业增加值同比增长5.2%,消费品零 售总额增长3.4%。下阶段要继续扩大国内需求,实施好提振消费 专项行动。 二、行业最新动态 1. 工信部:多措并举推动构建"整车一零部件"协作共赢发展生 我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月16日 | ● 国内金融市场 ● | | | ● 股指期货 · | | | | --- | --- | --- | --- | --- | --- | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | 上证指数 | 3860.50 | -0.26% | 上证当月连续 | 2962.4 | -0.25% | | 深证成指 13005.77 0.63% | | | 沪深当月连续 | 4527.8 | 0.04% | | 创业板指 | 3066.18 | 1.52% | 恒生期货指数 | 34240.91 | 0.35% ...

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月15日 | ● 国内金融市场 ● | | | ● 股指期货 · | | | | --- | --- | --- | --- | --- | --- | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | 上证指数 | 3870.60 | -0.12% | 上证当月连续 | 2968.6 | -0.43% | | 深证成指 12924.13 | | -0.43% | 沪深当月连续 | 4523.2 | -0.43% | | 创业板指 | 3020.42 | -1.09% | 恒生期货指数 | 34120.66 | 1.11% | 一、宏观消息汇总 1. 中美经贸高层会谈将于9月14日至17日在西班牙举行,双方将讨 论美单边关税措施、滥用出口管制及TikTok等经贸问题。 2. 9月13日,美国将23家中国实体列入"实体清单",中国商务部 随即宣布对原产于美国的进口模拟芯片启动反倾销调查。 3. 央行数据显示,8月份企业新发放贷款与个人住房新发放贷款加 权平均利率均为3.1%,均处于历史低位。同时,前8个月社会融资 规模增 ...

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月12日 | ● 国内金融市场 ● | | | | 股指期货 · | | | --- | --- | --- | --- | --- | --- | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | 上证指数 | 3875.31 | 1.65% | 上证当月连续 | 2990.20 | 1.56% | | 深证成指 | 12979.89 | 3.36% | 沪深当月连续 | 4562.00 | 2.64% | | 创业板指 | 3053.75 | 5.15% | 恒生期货指数 | 33746.95 | -0.35% | 宏观消息汇总 1. 国务院同意自即日起2年内开展10个要素市场化配置综合改 革试点 3. 上半年销售收入创历史新高 A股游戏板块景气度或持续提升, 相关个股: 恺英网络(002517)、吉比特(603444)等 三、上市公司聚焦 1. 京东方(000725):宣布未来三年投5500亿元 加码研发与全球 供应链布局 2. 万润股份(002643):积极布局热塑性聚酰亚胺材料领域,包 括PEI、TPI、PI ...

Core Insights - The report highlights the ongoing fluctuations in the domestic financial market, with key indices showing slight increases, indicating a mixed market sentiment [2][7] - The macroeconomic indicators reveal a decline in both CPI and PPI, with CPI down 0.4% and PPI down 2.9% year-on-year, suggesting potential deflationary pressures [4] - The satellite internet industry is experiencing accelerated commercialization due to policy support and license issuance, with specific stocks like Putian Technology and TeFa Information being highlighted [5] - The optical module industry is expected to maintain a positive outlook as the 26th China Optical Expo opens, with companies like Guangxun Technology and Huagong Technology being noted [5] - The report mentions a significant increase in the price of fluorite, indicating that the industry chain has entered a prolonged prosperity cycle, with stocks such as Jinshi Resources and Yonghe Shares being relevant [5] Industry Dynamics - The report outlines several key developments in listed companies, including: - Palin Bio's controlling shareholder plans to transfer 21% of shares to China Bio, leading to a change in control [6] - Anhui Energy's Yan'an Power Plant Phase II is set to commence construction by the end of this year, with a capacity of 2×1000MW [6] - Taihe Technology has validated solid-state electrolyte lithium titanium aluminum phosphate and has received small batch orders [6] - Enjie Co. has completed the construction of a hundred-ton lithium sulfide production line and is ramping up capacity [6] Market Review and Outlook - On September 10, the market experienced a rebound after initial fluctuations, with the Shanghai Composite Index rising by 0.13% and the Shenzhen Component Index by 0.38% [7] - The report notes that September is traditionally a strong month for industry rotation, with expectations for performance to shift from cyclical industries to consumer sectors as the month progresses [7] - The first half of September typically sees a negative correlation between stock prices and earnings, while the latter half is expected to see earnings have a more significant impact on stock prices due to fund rebalancing and upcoming quarterly reports [7]

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月10日 | ● 国内金融市场 ● | | | | ● 股指期货 · | | | --- | --- | --- | --- | --- | --- | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | 上证指数 | 3807.29 | -0.51% | 上证当月连续 | 2925.40 | -0.45% | | 深证成指 12510.60 | | -1.23% | 沪深当月连续 | 4426.20 | -0.69% | | 创业板指 | 2867.97 | -2.23% | 恒生期货指数 | 33492.22 | 1.22% | 宏观消息汇总 1。两部门印发实施意见推进"人工智能+"能源高质量发展 探索建 立能源领域人工智能研发应用金融支撑体系 2. 工信部:"十四五"期间共支持46座城市开展新型技术改造城市 试点 1. 成都华微(688709):签订10500万元A/D转换器产品采购框架 协议 3. 工信部:我国新能源汽车产销量连续10年保持全球第一 二、行业最新动态 1. 固态电池又一重磅会议即将召开 板块有望迎 ...

我们不是资讯的搬运工 而是有态度的发现者 1。上海:支持"AI+数字广告"产业创新服务平台建设 最高给予 2000万元支持 2. 海关总署:前8个月机电产品占出口比重超6成集成电路和汽 车出口增长明显 3. 两部门发布关于推进"人工智能+"能源高质量发展的实施意见 二、行业最新动态 1. ChatGPT预计今年实现近百亿美元收入 AI商业化有望加速兑现, 相关个股:利欧股份(002131)、汉得信息(300170)等 2. 英伟达入股量子计算公司 量子科技产业化进程提速,相关个股: 信安世纪(688201)、飞利信(300287)等 3. 我国规划撞击小行星 深空经济有望站上风口,相关个股:中 科星图(688568)、中国卫星(600118)等 万和财富早班车 2025年9月9日 | ● 国内金融市场 ● | | | | 股指期货 · | | | --- | --- | --- | --- | --- | --- | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | 上证指数 | 3826.84 | 0.38% | 上证当月连续 | 2936.60 | -0.09% | | 深证成指 | ...

Core Insights - The report highlights the recent performance of the domestic financial market, with significant movements in major indices such as the Shanghai Composite Index and the Shenzhen Component Index, indicating a positive market sentiment [2][7] - The report emphasizes the growth potential in specific sectors, particularly in new energy and technology, driven by recent innovations and government policies [5][7] Macro Economic Updates - As of the end of August, China's foreign exchange reserves reached $332.22 billion, an increase of $29.9 billion from the end of July [4] - The central bank has increased its gold holdings for the tenth consecutive month, with foreign exchange reserves exceeding $3.3 trillion [4] - The China Securities Regulatory Commission plans to lower the subscription fee rate for stock mutual funds, with the upper limit reduced to 0.8% [4] Industry Developments - Huawei has launched a new foldable smartphone, which is expected to drive growth in the foldable screen smartphone sector, with related stocks such as Jingyan Technology and Visionox showing potential [5] - The application scenarios for digital RMB are expanding, presenting investment opportunities in the related industry chain, with stocks like Jingbeifang and Zhongke Jincai highlighted [5] - The State Council has issued 20 measures to unleash the potential of sports consumption, indicating a favorable outlook for the sports sector, with stocks like Guangdong Media and Gongchuang Turf expected to benefit [5] Company Focus - Runhe Materials plans to reduce its shareholding by no more than 3% through its controlling shareholder and concerted parties [6] - Tianji Co. has obtained patent authorization for lithium sulfide materials and their preparation methods and applications [6] - Gansu Energy's Changle Company has officially put its 2×1000 MW coal-fired unit into commercial operation [6] - Jidian Co. has received a total of 913 million yuan in renewable energy subsidy funds from the state [6] Market Review and Outlook - On September 5, the market experienced a rally, with the ChiNext Index leading gains, and the Shanghai Composite Index regaining the 3800-point level [7] - The total trading volume in the Shanghai and Shenzhen markets was 2.3 trillion yuan, a decrease of 239.6 billion yuan from the previous trading day [7] - The report notes that the overall valuation of the A-share market is at a reasonable level, with expectations for positive earnings growth in the second half of the year [7] - The report suggests focusing on growth styles and structural opportunities in the current market environment [7]

Macro Economic Updates - The National Development and Reform Commission has released a notice soliciting opinions on the "Basic Rules for the Medium- and Long-term Electricity Market (Draft for Comments)", emphasizing the promotion of inter-provincial and intra-provincial trading coupling and orderly connection [6] - To implement a more proactive macro policy, the Ministry of Finance and the People's Bank of China held a second group leader meeting to strengthen the coordination between fiscal and monetary policies [6] Industry Dynamics - Strong demand for lawn mowers and window cleaning machines is predicted, with IDC forecasting high growth in sales of cleaning robots, related stocks include Ninebot (689009) and Ecovacs (603486) [8] - Zhejiang is advancing the marketization of new energy electricity prices, highlighting the importance of optimized services, related stocks include Guoneng Rixin (301162) and Longxin Group (300682) [8] - The Shanghai Stock Exchange hosted a salon on brain-computer interface industry, related stocks include Xiangyu Medical (688626) and UCloud (688158) [8] Company Focus - EVE Energy (300014) has officially unveiled its solid-state battery research institute in Chengdu, with the "Longquan No. 2" all-solid-state battery successfully rolling off the production line [10] - Anfu Technology (603031) has completed the tape-out verification of the new generation "Fuxi" architecture chip developed by Xiangdi, which shows excellent performance in graphics rendering and parallel computing [10] - Digital China (000034) stated in a research meeting that it aims to enhance its AI infrastructure, further enriching computing device forms and innovating architecture design based on its KunTai intelligent computing products [10] Market Review and Outlook - On September 4, the total trading volume of the two markets was 25,443 billion, with 2,106 stocks rising and 2,908 stocks falling. The net capital outflow from the market was 1,229.75 billion, with trading volume increasing by 1,802 billion compared to the previous day [12] - The three major indices opened slightly lower and fluctuated downwards, closing with a bearish candlestick pattern. Large-cap stocks underperformed while small-cap stocks showed relative resilience [12] - Market hotspots included significant net inflows in banking and retail sectors, while semiconductor and communication services sectors saw substantial outflows [12] - The report suggests that the market may experience further downward testing of support levels, with potential for a rebound if accompanied by reduced volume, indicating a possible short-term trading opportunity [13]

Core Insights - The report highlights the recent trends in the domestic financial market, indicating a slight decline in major indices, with the Shanghai Composite Index closing at 3813.56, down by 1.16% [4] - It emphasizes the impact of macroeconomic policies, including the Ministry of Finance and the State Taxation Administration's new tax policies aimed at enhancing social security funds through state-owned equity transfers [6] - The report identifies emerging sectors such as brain-computer interfaces and 6G technology, which are receiving policy support and may present investment opportunities [8] Market Overview - On September 3, the total trading volume in the two markets reached 23,641 billion, with 777 stocks rising and 4,334 stocks falling, indicating a net outflow of funds amounting to 1,022.2 billion [12] - The report notes that the market experienced a contraction in trading volume, suggesting a weakening of bearish sentiment, with potential for market recovery if it approaches key support levels [13] - Key sectors such as online gaming, photovoltaic equipment, and batteries saw significant capital inflows, while military and securities sectors faced notable declines [12] Company Focus - Daoshi Technology (300409) has signed a Pre-B round preferred stock subscription agreement with Qiang Brain Technology and its subsidiaries, indicating strategic partnerships in the tech sector [10] - Kingood Co., Ltd. (002488) is advancing applications in emerging fields such as humanoid robots and low-altitude aircraft, showcasing innovation in material technology [10]

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月3日 ● 国内金融市场 · | | HO HF | | --- | --- | | 100 | JE 六川火 | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3858. 13 | -0. 45% | 上证当月连续 | 2992. 8 | 0. 35% | | 深证成指 12553.84 | | -2.14% | 沪深当月连续 | 4481. 2 | -0.72% | | 创业板指 | 2872. 22 | -2.85% | 恒生期货指数 | 32856. 02 | -0. 46% | 宏观消息汇总 1.从国家发展改革委获悉,围绕《关于深入实施"人工智能+"行 动的意见》，相关部门将制定出台一系列配套文件。 2.工业和信息化部、国家林业和草原局近日联合印发《关于推 进"宽带林草"建设的通知》。 3.电驱动钙钛矿激光器研发成功,开启光电集成新纪元,相关个 股： 跃岭股份(002725)、锐科激光(300747)等。 三、上市公 ...