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23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 | 3299.76 | 0.25% | 上证当月连续 | 2649.8 | 0.07% | | 深证成指 | 9870.05 | -0.36% | 沪深当月连续 | 3760.6 | -0.12% | | 创业板指 | 1928.43 | -0.82% | 恒生期货指数 | 27610.51 | 0.78% | 一、宏观消息汇总 1. 近日,中共中央、国务院印发《关于实施自由贸易试验区提升 战略的意见》,对自由贸易试验区建设工作作出系统部署。 2. 三部门:对不裁员少裁员的参保企业继续实施稳岗返还政策至 2025年底。 3. 乘联会:2025年1-3月中国汽车实现出口154万辆,同比增速16%, 3月实现出口57万辆,同比增16%,同、环比走势总体较强。 二、行业最新动态 1. CIPS是我国重要的金融市场基 ...

一、宏观消息汇总 1. 三部门、上海市人民政府联合印发《上海国际金融中心进一步 提升跨境金融服务便利化行动方案》。 2. 中国人民银行授权全国银行间同业拆借中心公布,2025年4月1 年期LPR为3.10%,5年期以上LPR为3.60%,均与前期保持一致。 3. 商务部:1-3月以旧换新加力扩围,国货"潮品"广受青睐, 家电以旧换新成效显著。 二、行业最新动态 1. 国产C919完成东北首飞、C909执飞老挝航线,大飞机商业化进 程提速,关税政策倒逼产业链自主化。相关个股:利君股份 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22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 | 3291.43 | 0.45% | 上证当月连续 | 2643.6 | -0.02% | | 深证成指 | 9905.53 | 1.27% | 沪深当月连续 | 3759.6 | 0.48% | | 创业板指 | 1944.3 ...

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18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 | 3280.34 | 0.13% | 上证当月连续 | 2656.80 | 0.78% | | 深证成指 | 9759.05 | -0.16% | 沪深当月连续 | 3765.40 | 0.71% | | 创业板指 | 1908.78 | 0.09% | 恒生期货指数 | 27345.82 | 0.74% | 宏观消息汇总 1. 国家统计局回应物价、房地产热点问题 多措并举促进物价合理 回升 持续加大"好房子"建设力度 8. 上海:支持民营上市公司运用回购、股东增持等工具进行市值 管理 二、行业最新动态 1. 跨境人民币使用规模稳步提升 行业将迎来百万亿级别市场, 相关个股:拉卡拉(300773)、华峰超纤(300180)等 2. 一线城市房价与土拍表现强劲 房地产行业有望延续修复态势, 相关个股:我爱我家(0 ...

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17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 | 3276.00 | 0.26% | 上证当月连续 | 2644.60 | 0.74% | | 深证成指 | 9774.73 | -0.85% | 沪深当月连续 | 3755.40 | -0.07% | | 创业板指 | 1907.11 | -1.21% | 恒生期货指数 | 27145.07 | -1.20% | 宏观消息汇总 1_商务部等9部门联合印发《服务消费提质惠民行动2025年工作方 案》 2 教育部等九部门: 加快建设人工智能教育大模型 完善教育领域 多模态语料库 3.国家统计局:一季度我国5.4%的GDP增速 在全球主要经济体中 名列前矛 二、行业最新动态 1. 全国各地政策催化不断 机构看好低空产业落地加速, 相关个 股:长源东谷(603950)、隆盛科技(300680)等 2.中国电商APP霸 ...

2 中共中央、国务院印发《加快建设农业强国规划(2024- 2035年）》 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9日 ● 国内金融市场 ● 宏观消息汇总 1。央行：在必要时向中央汇金公司提供充足的再贷款支持， ll 决维护资本市场平稳运行 3. 国务院国资委8日表示，将全力支持推动中央企业及其控股 上市公司主动作为,不断加大增持回购力度 二、行业最新动态 1. IDC:中国液冷服务器市场加速扩张,头部聚势驱动应用深化, 相关个股: 浪潮信息(000977)、同飞股份(300990)等 2 广州市番禺区发布全市首个"空中的士"快速出行网络,相关个 股： 苏交科(300284)、广汽集团(601238)等 3. 北京： 支持数据企业上市，加强北京国际大数据交易所与北 交所联动，相关个股：太极股份(002368)、东方国信(300166)等 三、上市公司聚焦 1。中国神华(601088)：正在与国家能源集团协商启动新一批注资 交易,继续推进煤炭优质资产注入公司 2 北方华创(002371)：预计一季度公司营业收入73.4亿元-89.8亿 元,同比增长23.35%-50.91%,净 ...

Domestic Financial Market - The Ministry of Foreign Affairs emphasizes China's commitment to true multilateralism and the protection of the multilateral trading system centered around the WTO [4] - The Ministry of Commerce held a roundtable meeting with representatives from over 20 US-funded enterprises [4] - The Ministry of Industry and Information Technology hosted a seminar on AI terminal benchmarks and intelligent classification [4] Industry Updates - As of the end of March, China's gold reserves reached 73.7 million ounces, with the central bank expanding its reserves for five consecutive months, impacting related stocks such as Zijin Mining and Chifeng Jilong Gold [5] - The first cross-provincial and cross-border freight station in the country has been officially launched, reducing costs by approximately 30%, affecting stocks like Baoshai Technology and SF Holding [5] - Display panel manufacturers maintained a capacity utilization rate above 80% in Q1 2025, influencing stocks such as BOE Technology Group and TCL Technology [5] Company Focus - Lianhua Holdings reported a significant increase in product sales and revenue in Q1 2025, with net profit expected to grow by 103% to 144% year-on-year [6] - Beijing-Shanghai High-Speed Railway signed a strategic cooperation framework agreement with the China Railway Economic Planning Research Institute [6] - Huaneng Hydropower achieved a power generation of 21.292 billion kWh in Q1 2025, a year-on-year increase of 31.22%, with grid-connected power reaching 21.104 billion kWh, up 31.42% year-on-year [6] - Heng Rui Medicine licensed its self-developed SHR7280 project to Merck KGaA, which will pay an upfront fee of €15 million [6] Market Review and Outlook - On April 7, the Shanghai and Shenzhen markets opened significantly lower due to US tariff policies and declines in external markets, with the Shanghai Composite Index closing down 7.34% at 3096 points and the ChiNext Index dropping 12.5%, marking its largest single-day decline [7] - The market faced accelerated declines due to sudden trade conflicts, but technical analysis suggests that the market may rebound after filling previous gaps [8] - The A-share market remains in a low valuation zone, with the manufacturing PMI returning above the growth line, and expectations for more favorable policies to be introduced [8]

· 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]