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 ...

hillities 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。 1。平安银行(000001)： 2024年公司实现营业总收入1466.95亿元, 归母净利润445.08亿元， 拟10派3.62元。 2精锻科技(300258)： 拟合资设立 ...

Core Insights - The report emphasizes the importance of discovering investment opportunities with a proactive attitude rather than merely relaying information [1] Domestic Financial Market - The State-owned Assets Supervision and Administration Commission (SASAC) is enhancing the state-owned asset supervision system and advancing tailored assessments for industries and enterprises [4] - The Ministry of Industry and Information Technology mandates that communication industry enterprises must address prominent issues raised by the public [4] - The General Administration of Customs is focusing on stabilizing foreign trade development and expediting customs measures to promote foreign trade growth [4] Industry Latest Developments - The acceleration of industrialization in deep-sea technology has been elevated to a national strategy, with related stocks including Jiexun Feihong (300213) and Jereh (002353) [6] - A breakthrough in the software and hardware ecosystem has been achieved as Huawei terminals enter the native HarmonyOS era, with related stocks such as Runhe Software (300339) and Changshan Beiming (000158) [6] - The demand for artificial intelligence is driving the critical importance of storage, with related stocks including Dahua Technology (002236) and Dongxin Semiconductor (688110) [6] Focus on Listed Companies - Ningde Times (300750) is projected to achieve a net profit of 50.745 billion yuan in 2024, a year-on-year increase of 15.01%, and plans to distribute 4.553 yuan per 10 shares [8] - Hunan YN Energy (301358) is expected to realize total operating revenue of 22.599 billion yuan in 2024, with a net profit attributable to shareholders of 594 million yuan, proposing a dividend of 0.157 yuan per 10 shares [8] - Dongfang Fortune (300059) is nearing a net profit of 10 billion yuan in 2024, marking a historical high for the fourth quarter, with a proposed dividend of 0.06 yuan per 10 shares [8] - Baofeng Energy (600989) anticipates a year-on-year increase of 12.16% in net profit attributable to shareholders in 2024, with the Inner Mongolia 3 million tons of olefin project completed and put into production [8] Market Review and Outlook - On March 14, the market experienced a steady rise, with the ChiNext Index leading gains and the Shanghai Composite Index returning to 3,400 points, setting a new high for the year [10] - The total trading volume in the Shanghai and Shenzhen markets reached 1.79 trillion yuan, an increase of 185.1 billion yuan compared to the previous trading day [10] - Market hotspots are concentrated in consumer and financial sectors, with over 4,400 stocks rising [10] - The outlook for the market remains optimistic, with expectations of a trend of oscillation upwards, focusing on the dynamics of the 5-day moving average [10] - The current market structure shows a pattern of "weight lifting the stage, themes performing," with significant movements in large financial and consumer stocks driving index gains [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17日 · 国内金融市场 · 宏观消息汇总 1.国务院国资委:完善国资监管体制深入推进"一业一策、一企 一策"考核。 2 工业和信息化部：通信行业企业必须坚决纠治群众反映强烈 的突出问题。 1。加快产业化进程深海科技首次上升到"国家战略"，相关个股： 佳讯飞鸿(300213)、杰瑞股份(002353)等。 2.软硬件生态全新突破华为终端进入原生鸿蒙时代，相关个股: 润和软件(300339)、常山北明(000158)等。 3.需求旺盛供不应求人工智能让存储变得更为关键，相关个股: 大华股份(002236)、东芯股份(688110)等。 三、上市公司聚焦 1。宁德时代(300750)： 2024年公司净利润507.45亿元同比增长 15.01% 拟10派45.53元。 2.湖南裕能(301358)： 2024年公司实现营业总收入225.99亿元, 归母净利润5.94亿元， 拟10派1.57元。 3.东方财富(300059)： 2024年公司净利逼近百亿创新高第四季业 绩历史最佳 拟10派0.6元。 4.宝丰能源(600989)：2024年公司 ...

Core Insights - The report emphasizes the importance of identifying investment opportunities and risks in the current market landscape, particularly in the context of emerging technologies and industries [1]. Macro News Summary - The Ministry of Education is soliciting projects for AI application in education to enhance employment and training [4]. - The Ministry of Industry and Information Technology is accelerating the development of 6G technology and optimizing the layout of computing power centers [4]. - The Ministry is also promoting the "AI+" initiative to foster new industries such as intelligent connected new energy vehicles, commercial aerospace, low-altitude economy, biomanufacturing, and embodied intelligence [4]. Industry Dynamics - EHang's eVTOL delivery volume has increased more than threefold in 2024, indicating rapid growth in the low-altitude economy, with related stocks including Deep City Transportation (301091) and Blue Ocean Huaten (300484) [5]. - The synergy between industry and policy suggests that liquid cooling technology may become standard in AI data centers, with related stocks such as High Wave Co., Ltd. (300499) and Invec (002837) [5]. - The demand for Manus AI is approaching a critical point, with 2 million users waiting, highlighting potential investment opportunities in companies like Kute Intelligent (300840) and Zhongxin Saike (002912) [5]. Company Focus - Huali Chuangtong (300045) is leveraging virtual simulation technology for robotic training applications [6]. - Tongli Risheng (605286) plans to initiate a project in Gansu Qingyang in Q1, which will supply green electricity directly to local data centers [6]. - Zhenhua Co., Ltd. (603067) is expected to benefit from price increases, which may lead to adjustments in product pricing across the industry [6]. - AVIC Chengfei (302132) has made significant progress in AI technology research and is exploring cross-industry applications [6]. Market Review and Outlook - On March 13, major stock indices experienced declines, with the ChiNext Index dropping over 1%. However, coal stocks and power sectors showed resilience, with several companies hitting the daily limit [7]. - The report notes that while there are still challenges, conditions for a comprehensive A-share market rally are improving, with expectations of foreign capital inflows as China's asset revaluation unfolds [7]. - A potential window for improved supply-demand dynamics and corporate profitability is anticipated in 2026, with optimistic expectations possibly emerging in the second half of this year [7]. - The evolution of "Chinese-style innovation, AI application advantages, and strategic opportunities" may reveal larger market trends [7].