· 国内金融市场 · | | | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3350. 13 | 0.05% | 上证当月连续 | 2659. 4 | -0. 18% | | 深证成指 10513.12 | | 0. 09% | 沪深当月连续 | 3882 | -0. 08% | | 创业板指 | 2104. 63 | 0.13% | 恒生期货指数 | 29676. 85 | -0. 19% | 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4月3日 宏观消息汇总 1.金融监管总局等三部门印发《银行业保险业科技金融高质量 发展实施方案》。其中提出，推进科技金融政策试点。将金融 资产投资公司股权投资试点;深化保险资金长期投资改革试点, 支持保险公司发起设立私募证券基金,投资股市并长期持有。 2 2 cm: 1—2月规模以上电子信息制造业增加值同比增长 10.6%。 二、行业最新动态 1.制冷剂多品种价格阶梯式攀升， 制冷剂企业业绩释放确定性强, 相关个股：巨化股份(600 ...

Core Insights - The report highlights the ongoing developments in various sectors, particularly in healthcare and technology, indicating potential investment opportunities in companies involved in these areas [6][10]. Domestic Financial Market - The Shanghai Composite Index closed at 3348.44, with a slight increase of 0.38%, while the Shenzhen Component Index was at 10503.66, showing a minor decrease of 0.01% [4]. Macro News Summary - The National Medical Products Administration is accelerating the establishment of general standards for medical robots, AI medical devices, and high-end medical imaging equipment [6]. - The Ministry of Education plans to establish a national language and character big data center by 2027 [7]. - The China Academy of Information and Communications Technology reported that the domestic smartphone shipment in February reached 19.662 million units, marking a year-on-year increase of 37.9% [8]. Industry Latest Developments - The first pricing for brain-computer interface services has been released, presenting development opportunities for related stocks such as Sanbo Brain Science (301293) and Aipeng Medical (300753) [10]. - Support for the innovation and development of high-end medical devices is being promoted, with related stocks including Mindray Medical (300760) and Hotgen Biotech (688068) [10]. - A mechanism for coordinated advancement of digital China construction is being established to promote high-quality development in the digital industry, with related stocks like Data Port (603881) and Runjian Co., Ltd. (002929) [10]. Focus on Listed Companies - Kuaijishan (601579) has adjusted the sales prices of some key products, with a price increase of 4-5% for its pure series yellow wine and 6-9% for its three-year aged series [12]. - TBEA (600089) is investing in a coal-to-natural gas project with a total investment of 17.04 billion yuan, aiming for an annual capacity of 20 billion Nm3 [12]. - Ruixin Technology (300828) has signed an agreement for the acquisition of shares representing 24.19% of the company's total equity [12]. Market Review and Outlook - On April 1, the total trading volume in the two markets was 1.1323 trillion yuan, with 3,651 stocks rising and 1,346 falling. The trading volume decreased by 89.3 billion yuan compared to the previous day [14]. - The three major indices opened slightly higher but retreated after reaching a peak, indicating a healthy pullback after touching the five-day moving average [15]. - Market hotspots included controlled nuclear fusion and pharmaceuticals, while sectors like humanoid robots and precious metals saw significant outflows [15].

● 国内金融市场 · | | | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 3335.75 | | -0. 46% | 上证当月连续 | 2669. 4 | -0.53% | | 深证成指 10504.33 | | -0. 97% | 沪深当月连续 | 3883.8 | -0. 79% | | 创业板指 | 2103.7 | -1. 15% | 恒生期货指数 | 29616. 75 | -1.14% | 宏观消息汇总 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4月1日 1.中办、国办： 力争到2035年将具备条件的永久基本农田全部 建成高标准农田。 2.工信部副部长辛国斌：将加快自动驾驶产业化发展，有条件 批准L3级自动驾驶车型生产准入。 3.中行、建行、交行、邮储四大银行发布定增预案引入财政部 战略投资,总金额5000亿元。 二、行业最新动态 1.全球首张eVTOL运营合格证（OC）获批，相关个股：祥源文 旅(600576)、西域旅游(300859)等。 2GPT-4 ...

Core Insights - The report highlights the ongoing recovery of the domestic economy, supported by government policies aimed at bolstering the real economy, which is expected to provide a solid fundamental backing for the market [11] - The global economic landscape remains complex, with geopolitical risks and trade frictions potentially causing short-term market disturbances [11] Macroeconomic Summary - In January-February 2025, the total profit of industrial enterprises above designated size in China reached 910.99 billion yuan, a year-on-year decrease of 0.3% [4] - The Ministry of Commerce plans to release a "Health Consumption Special Action Plan" during the Consumer Expo, in collaboration with the National Health Commission [4] - The Ministry of Finance and the State Administration of Taxation announced the continuation of offshore trade stamp duty preferential policies from April 1, 2025, to December 31, 2027 [4] Industry Dynamics - The Ministry of Commerce is actively promoting the launch economy, supporting domestic and international quality brands to open their first stores and hold debut events. Related stocks include Miao Exhibition (300795) and Fengshang Culture (300860) [6] - Due to fluctuations in raw material prices and improved downstream demand, prices of several chemical products have risen. Related stocks include Juhua Co., Ltd. (600160) and Wanhua Chemical (600309) [6] - In 2024, approximately 31% of innovative drug candidates introduced by large multinational pharmaceutical companies came from China, with several companies turning losses into profits, driven by revenue from licensing transactions. Related stocks include Heng Rui Medicine (600276) and Xinlitai (002294) [6] Company Focus - Sanhua Intelligent Control (002050) reported a net profit of 3.099 billion yuan in 2024, a year-on-year increase of 6.1%, and plans to distribute a dividend of 2.5 yuan per share [8] - Donghua Testing (300354) successfully applied its self-developed torque sensor and control system in domestic humanoid robot leading enterprises [8] - Small Commodity City (600415) achieved revenue exceeding 15 billion yuan in 2024, with 4.8 million registered purchasers on Chinagoods [8] - Tuojing Technology (688072) launched three new product series to support innovations in semiconductor manufacturing, aligning with its "technology-led" strategic goals [8] Market Review and Outlook - On March 27, 2025, the A-share market saw major indices open low and rise, with the Shanghai Composite Index up 0.15%, the Shenzhen Component Index up 0.23%, and the ChiNext Index up 0.24%. Overall, more than 3,300 stocks declined [10] - The chemical sector has shown significant growth, with sulfuric acid prices increasing nearly 300% over six months, leading to over 20 stocks, including Hualitai, hitting the daily limit [10] - The semiconductor industry chain has rebounded, with the photolithography machine concept leading the gains, benefiting from accelerated domestic substitution expectations [10] - Despite the rebound in certain sectors, the overall market sentiment remains cautious, with a notable decline in stocks related to robotics and deep-sea 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3月27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 | 3368.70 | -0.04% | 上证当月连续 | 2679.0 | -0.55% | | 深证成指 10643.82 -0.05% | | | 沪深当月连续 | 3916.2 | -0.25% | | 创业板指 | 2139.90 | -0.26% | 恒生期货指数 | 30062.40 | 0.44% | 一、宏观消息汇总 1. 安宁股份(002978):公司年产6万吨能源级钛(合金)材料全产 业链项目正在稳步推进中。 1. 央行:围绕金融领域深化改革等重点任务加强审计监督,促进 改革、推动整改、防范风险、规范履职方面的积极作用。 2. 公安部:零容忍打击假冒伪劣老妇幼卫生用品,切实维护消费 秩序和人民群众消费安全,全力服务保障提振消费专项行动。 3. 乘联分会:3月1-23日,全国乘用车市场零售 ...

Macro Summary - The Ministry of Commerce is guiding local departments to orderly carry out pilot applications for automotive circulation consumption reform [4] - The National Health Commission is evaluating policy effects and researching further improvements to fertility support measures [4] - The National Bureau of Statistics is promoting high-quality data set construction and increasing data supply to empower various industries with "AI+" initiatives [4] Industry Dynamics - IDC forecasts steady growth in the global semiconductor market this year, driven by AI demand, with related stocks including Haiguang Information and Cambrian [6] - The Energy Law provides solid legal support for the systematic restructuring of the coal industry, with related stocks including Dayou Energy and Zhengzhou Coal Electricity [6] - The controllable nuclear fusion industry is accelerating, with a market size nearing 100 billion, as projects begin intensive bidding and procurement starting in 2025, related stocks include Lansi Heavy Industry and Rongfa Nuclear Power [6] Company Focus - Antai Technology is focusing on expanding its special welding materials business for marine engineering and oil and gas platforms through its subsidiary Antai Sanying [8] - Sun Cable's submarine cable subsidiary has completed the installation of five production lines, ready for production [8] - BYD is projected to achieve a net profit of 40.254 billion in 2024, a year-on-year increase of 34%, and plans to distribute a dividend of 39.74 yuan per share [8] - Zoomlion is diversifying and digitalizing to create new growth curves, aiming for a net profit of 3.52 billion in 2024 [8] Market Review and Outlook - On March 25, the market continued to fluctuate, with the Shanghai Composite Index closing at 3369.98, unchanged, while the Shenzhen Component Index fell by 0.43% and the ChiNext Index fell by 0.33% [10] - The overall market is in a defensive consolidation phase, with funds shifting from high-volatility tech stocks to undervalued blue chips, reflecting a significant drop in risk appetite [10] - The controllable nuclear fusion concept stocks surged, with over ten stocks hitting the daily limit, driven by recent breakthroughs in domestic nuclear fusion experiments [10] - Chemical and cyclical sectors showed active performance, possibly due to product price fluctuations and improved supply-demand relationships [10] - In contrast, sectors like computing leasing and data centers faced significant declines due to industry bubble concerns and lowered server sales forecasts by Goldman Sachs [10] Short-term Market Outlook - The market is likely to continue its consolidation pattern, lacking clear macroeconomic data or policy benefits to drive a new upward trend [11] - Investors are advised to remain patient and closely monitor market dynamics and policy changes to seize structural investment opportunities [11]

Macro Summary - The Ministry of Commerce is guiding local departments to orderly carry out pilot applications for automotive circulation consumption reform [4] - The National Health Commission is evaluating policy effects and researching further improvements to fertility support measures [4] - The National Bureau of Statistics is promoting high-quality data set construction and increasing data supply to empower various industries with "AI+" initiatives [4] Industry Dynamics - IDC forecasts steady growth in the global semiconductor market this year, driven by AI demand, with related stocks including Haiguang Information and Cambrian [6] - The Energy Law provides solid legal support for the systematic restructuring of the coal industry, with related stocks including Dayou Energy and Zhengzhou Coal Electricity [6] - The controllable nuclear fusion industry is accelerating, with a market size nearing 100 billion, as bidding and procurement projects are set to intensify starting in 2025, with related stocks including Lansi Heavy Industry and Rongfa Nuclear Power [6] Company Focus - Antai Technology is focusing on expanding its special welding materials business for marine engineering and oil and gas platforms through its subsidiary Antai Sanying [8] - Sun Cable's submarine cable subsidiary has completed the installation of five production lines, ready for production [8] - BYD is projected to achieve a net profit of 40.254 billion in 2024, a year-on-year increase of 34%, and plans to distribute a dividend of 39.74 yuan per share [8] - Zoomlion aims to create a new growth curve through diversification, globalization, and digitalization, targeting a net profit of 3.52 billion in 2024 [8] Market Review and Outlook - On March 25, the market continued to experience fluctuations, with the Shanghai Composite Index closing at 3369.98, unchanged, while the Shenzhen Component Index fell by 0.43% and the ChiNext Index dropped by 0.33% [10] - The overall market is in a defensive consolidation phase, with a shift in funds from high-volatility tech stocks to undervalued blue chips, reflecting a significant drop in risk appetite [10] - The controllable nuclear fusion sector saw a surge, with over ten stocks hitting the daily limit up, driven by recent breakthroughs in domestic nuclear fusion experiments [10] - Chemical and cyclical sectors showed active performance, likely due to product price fluctuations and improved supply-demand relationships [10] - In contrast, sectors like computing leasing and data centers faced significant declines due to industry bubble concerns and lowered sales forecasts from Goldman Sachs [10][11]

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3月25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 | 3370.03 | 0.15% | 上证当月连续 | 2692.8 | 0.71% | | 深证成指 10695.49 | | 0.07% | 沪深当月连续 | 3924.0 | 0.50% | | 创业板指 | 2152.55 | 0.01% | 恒生期货指数 | 30723.70 | 1.55% | 1. 国务院:我国将实施更加积极有为宏观政策,推进全国统一大 市场建设。 2. 国家新闻出版署:国家鼓励促进全民阅读的新技术开发,支持 数字阅读发展。 3. 财政部发布2024年中国财政政策执行情况报告,表示2025年财 政政策要更加积极,持续用力、更加给力。 、行业最新动态 1. 研究机构IDC数据显示,2025年全球智能眼镜市场预计出货1205 万台,同比增长18.3%。相关个股:博士眼镜(30062 ...

1. 研究机构IDC数据显示,2025年全球智能眼镜市场预计出货1205 万台,同比增长18.3%。相关个股:博士眼镜(300622),明月镜 片(301101)等。 1. 国务院:我国将实施更加积极有为宏观政策,推进全国统一大 市场建设。 2. 国家新闻出版署:国家鼓励促进全民阅读的新技术开发,支持 数字阅读发展。 3. 财政部发布2024年中国财政政策执行情况报告,表示2025年财 政政策要更加积极,持续用力、更加给力。 、行业最新动态 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3月25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 | 3370.03 | 0.15% | 上证当月连续 | 2692.8 | 0.71% | | 深证成指 10695.49 | | 0.07% | 沪深当月连续 | 3924.0 | 0.50% | | 创业板指 | 2152.55 | 0.01% | 恒生期货指数 | ...

hillities 我们不是资讯的搬运工 而是有态度的发现者 1.光伏行业再现抢装潮电池片价格全面上涨,相关个股：爱旭股 份(600732)、东方日升(300118)等。 万和财富早班车 2025年3月18日 | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 3426.13 | | 0.19% | 上证当月连续 | 2737.2 | -0.1% | | 深证成指 10957.82 | | -0.19% | 沪深当月连续 | 3996 | -0.23% | | 创业板指 | 2215.13 | -0.52% | 恒生期货指数 | 31003.15 | 0.49% | 宏观消息汇总 1.央行：将研究出台金融支持扩大消费专门文件强化金融与财 政政策、产业政策协同。 2.国家发改委:促进"人工智能+消费"加速推动自动驾驶、智能 穿戴等新技术新产品开发和应用推广。 3.财政部：今年延续实施国家助学贷款免息和本金延期偿还政 策逐步推行免费学前教育等。 二、行业最新动态 3月17日周一，市场全天窄幅震荡分化、三大指数 ...