Market Review and Outlook - The market showed a mixed performance with the Beijing Stock Exchange 50 Index surging over 7%, nearly 10 stocks hitting 30CM limit up, and nearly 100 stocks rising over 10% [3] - Shanghai state-owned enterprise reform concept stocks collectively strengthened, with Fudan Zongda, Shanghai Wujiang, Kaikai Industrial, and Jiaoyun Co all hitting limit up [3] - Photovoltaic concept stocks opened higher, with Optec hitting 30CM limit up and Qingyuan Co hitting limit up [3] - Large financial stocks rose in the afternoon, with China Pacific Insurance and SPD Bank both hitting new yearly highs [3] - Liquor stocks rebounded, with Shunxin Agriculture and Yingjia Liquor rising over 5% [3] - High-tech stocks collectively adjusted, with copper connection and PCB sectors leading the decline, and Shiyun Circuit hitting limit down [3] - Overall, more than 3,500 stocks fell across the market, with the Shanghai and Shenzhen markets' total turnover reaching 675.1 billion yuan, an increase of 3.44 billion yuan from the previous trading day [3] - Looking ahead, the market is expected to continue its mixed performance, with the Beijing Stock Exchange remaining a focus, and sectors like liquor, photovoltaics, retail, and medical services starting to rebound [3] - The technology sector is expected to face continued adjustments, with sectors like PCB, high-speed copper connection, and consumer electronics leading the decline [3] - The market is likely to remain in a range-bound structure due to the lack of continuous incremental funds, with rapid rotation among hot sectors expected to continue [3] Company Performance - Jietai Biotech (688026) is expected to achieve operating revenue of 230 million yuan in the first half of 2024, a year-on-year increase of 16.96%, with net profit attributable to the parent company of 30.5 million yuan [4] - Tianfu Communication (300394) is expected to achieve a net profit of 630-680 million yuan in the first half of the year, a year-on-year increase of 167%-187% [12] - Boya Biotech (300294) plans to use 1.82 billion yuan of its own funds to acquire 100% equity of Green Cross Hong Kong Holdings Limited [12] - Canadian Solar (688472) is expected to achieve a net profit of 1.2-1.4 billion yuan in the first half of 2024 [13] Industry Trends - Xiaomi's new foldable phone extensively uses carbon fiber, with related stocks including Guangda Tongchuang (301387) and Guangwei Composite (300699) [6] - Shanghai's autonomous driving has taken another step forward, with free trial rides available to the public within a week, with related stocks including Jinjiang Online (600650) and King Long Motor (600686) [7] - The US is pressuring allies to tighten chip trade with China, with related stocks including Shengmei Shanghai (688082) and North Huachuang (002371) [8] Macro and Policy Updates - Financial management departments are investigating changes in bond investments by local legal person banks [1] - The Ministry of Commerce held a policy interpretation session on large-scale equipment updates and consumer goods trade-ins, along with a roundtable meeting for foreign enterprises [2] - The Ministry of Finance plans to issue the fourth tranche of ultra-long-term special treasury bonds for 2024, with a 30-year fixed-rate interest-bearing bond [10]

我们不是资讯的搬运工 而是有态度的发现者 宏观消息汇总 2经济日报：增强债券市场吸引力，完善境外投资者流动性管 理和风险对冲工具。 二、行业最新动态 2.村田、TDK 等被动MLCC元件巨头正酝酿涨价，相关个股：风 华高科(000636）、博迁新材(605376)等。 三、上市公司聚焦 2.佩蒂股份(300673)： 预计实现净利润9000万元至1.1亿元， 同 比扭亏为盈，较去年同期增长310.79%至357.63%。 4s义翘神州(301047)：公司计划在未来12个月内回购不低于20000 万元且不超过40000万元的股份，回购价格不超过90元/股。 7月16日周二，市场全天震荡分化，创业板指午后大涨。 盘面上,消费电子概念股再度走强, 立讯精密、歌尔股份等 多股涨超5%。智能驾驶、网约车概念股持续活跃, 雷尔伟、 大众交通、南京公用、锦江在线等涨停。算力概念股震荡反 弹，寒武纪、紫光股份涨停。ST股集体走强，ST东时、ST恒 久、ST曙光、ST摩登等20余股涨停。下跌方面，影视概念股 集体调整，唐德影视跌超5%。总体上个股上涨和下跌家数相 差不大。沪深两市今日成交额6407亿，较上个交易日放量386 ...

Core Insights - The report highlights a positive market trend with major indices showing significant gains, driven by favorable news and strong market participation [4][13]. - There is a notable increase in demand for specific sectors, particularly in the industrial robotics and satellite internet markets, indicating potential growth opportunities [3][11]. Industry Latest Developments - Han's Laser Technology Industry Group Co., Ltd. has received a cooperation agreement from DS3 RX LLC for the procurement of GLP-1 active pharmaceutical ingredients worth approximately $8.1 million [3]. - The industrial robot vision market is emerging rapidly, leading to increased demand for ASIC chips, which could benefit companies like Fuhang Microelectronics [3]. - The AIPC market is expected to experience a surge in demand, with related stocks such as Zhiwei Intelligent and Yingli Co., Ltd. being highlighted [5]. Market Review and Outlook - The market opened strongly, with all major indices closing up over 1%, and trading volume increasing by 100 billion compared to the previous day [4][16]. - The report notes that while there was initial selling pressure after the high opening, the market showed resilience with strong support during sell-offs, suggesting a potential continuation of the short-term rebound [4][13]. - The focus is shifting towards the consumer electronics sector, which has shown strong performance and may lead the market in the near term [13]. Company Focus - The report mentions that the satellite internet sector is experiencing rapid growth, driving demand and leading to record pricing, with companies like Yunnan Mingye and Chihong Zn & Ge benefiting [11]. - Dechang Technology has received a project notification for EFS motors from domestic clients, indicating ongoing business development [12]. Market Trends - The report identifies significant gains in sectors such as PET copper foil, consumer electronics, and CRO, while banking and insurance sectors have seen declines [9]. - There is a notable inflow of funds into gold and state-owned enterprise reform sectors, while sectors like autonomous driving and 5G have experienced net outflows [9].

宏观消息汇总 3.上海发放首批完全无人载人车牌照，浦东部分路段开启应用。 2。铜触及三周高位,衡量中国铜需求关键指标转正,相关个股: 云南铜业(000878)、铜陵有色(000630)等。 1.大连电瓷(002606)：子公司预中标国家电网合计约1.28亿元采 购项目, 占公司2023年经审计营业总收入的15.25%。 4.盛德鑫泰(300881):预增104.22%至123.66%。报告期内,公司 主业聚焦火电超超临界锅炉制造行业,受益于下游订单激增, 公司在手订单相应增加。 指数方面,三大指数低开低走,上证指数盘中继续创下阶 段新低,整体仍处在下跌趋势中,趋势层面维持不放量不反 转的判断。不过从周线级别观察，最近一次上证指数的周线7 连阴出现在2018年，上次出现指数周线7连阴后，第8周指数 大幅反弹。 总结:市场连续4日成交量低于6000亿,并且还在持续的 创出阶段新低点。可以看到在日内杀跌过程中，流动性也只 有很微弱的放大,说明买方的意愿实在很弱,那么也就只能 等待跌出足够的性价比才能吸引资金回流。资金载体层面, 化工、半导体、消费电子等板块有零星表现,但都没有表现 出很强的带动性,除个别业绩超预期板 ...

Core Insights - The report highlights a general downward trend in the stock market, with the Shanghai Composite Index closing at 2957.57, down 0.83%, and the Shenzhen Component Index at 8673.83, down 0.99% [6] - There is a notable focus on specific sectors such as the automotive parts industry, which is expected to see a revenue growth rate of 20-30% in the coming years [5] - The report indicates a weak market sentiment with over 4800 stocks declining, reflecting a lack of confidence among investors and a cautious approach to new investments [2][6] Industry Dynamics - The government has issued a three-year action plan aimed at rectifying market order in government procurement, which may positively impact related industries [5] - The digital economy sector is anticipated to benefit from favorable policies, with a projected market size of 12 trillion yuan, highlighting potential investment opportunities in companies like Digital Certification and Haoyun Technology [5] - The nuclear fusion industry is on the verge of commercialization, with related companies such as Dongfang Zhenye and Antai Technology expected to gain from this development [6] Company Focus - Tonghua Dongbao has received EMA approval for its products, accelerating its international expansion strategy [2] - Hengong Precision and other companies in the humanoid robot sector have shown strong performance, with Hengong Precision hitting a 20% limit-up [2] - The report suggests a strategic allocation towards dividend-based investments and growth sectors such as electronics, particularly in semiconductor design [5]

涨跌幅 涨跌幅 收盘 品种 2385.40 上证指数 上证当月连续 3438.20 8760.43 沪深当月连续 23223.32 -0.30% 1.02% 万和财富早班车 2024年7月4日 · 股指期货 · 1.五部门公布智能网联汽车"车路云一体化"应用试点城市名单, 20个城市(联合体) 入选 3.苏州新设立3只产业基金总规模135亿元 助力高端装备、生物医 药与未来产业 1。并购重组业务评价启动 券商发力并购业务,相关个股:湘财 股份(600095)、招商证券(600999)等 3.税制改革在即 财税IT供应商有望持续成长,相关个股:税友 股份(603171)、金财互联(002530)等 1 中自科技(688737):以储能与动力电池业务为代表的"第二增 长曲线"今年下半年有望开始贡献业绩 3.赛力斯(601127):标的资产于评估基准日所表现的市场价值为 102. 33亿元 四、市场回顾及展望 总体来看,个股跌多涨少,超3700只个股下跌,两市当日 成交额5803亿,较上个交易日缩量644亿,成交额不足6000亿, 创下近10个月来新低。 · 免责声明:本报告信息均来源于公开资料,我公司对这些信息的 ...

7月1日,沪指当日低开高走震荡涨近1%,创指午后跌幅收 窄微跌收盘。板块方面,稀土永磁概念股全天强势,中科磁 业、达刚控股20cm涨停,华宏科技、创兴资源、华阳新材封 涨停;农业板块全线走强,种植业板块领涨,辉隆股份涨停; 半导体板块持续回调,安路科技、国芯科技、双双跌超10%; 军工电子概念走低,天微电子一字跌停;科创次新股集体走 弱,天承科技跌幅居前。总体来看,个股涨多跌少,超3500 只个股上涨。 截至收盘,沪指报2994.73点,涨0.92%;深成指报 8899.17点,涨0.57%;创指报1682.69点,跌0.04%。 近期股市情绪在低位徘徊,上市公司业绩空窗期,宏观层 面的确定性利好信息相对较少,叠加海外在近期进行预防式 降息的预期未得到兑现,导致A股资金的风险偏好出现下行。 资金参与交易的活跃度也跟随风险偏好下行,A股市场仍以存 量博弈为主,量能难以释放,在整体交易量偏低的环境下, 人民币汇率变化带来的外资净流动变化对单日涨跌的影响放 大。建议关注红利资产及科技创新主题投资机会。细分赛道 来看,如消费电子、家电、电力、汽车、化工等。此外,随 着美联储降息预期刺激,港股市场有望迎来利好。 投资顾 ...

Core Insights - The report highlights the importance of innovation in credit loan products by banking institutions to support small and micro enterprises [3] - The Shanghai government aims to promote the micro-short drama industry, targeting the production of over 300 works in three years, with related stocks identified [3] - The polyester filament market is experiencing a price increase due to production cuts by major manufacturers, with specific stocks mentioned [3] - Tianhe Energy plans to repurchase shares worth 1 to 1.2 billion yuan to convert bonds into stocks [3] - Tianshan Electronics has successfully integrated its LCD display products into multiple models from major automotive companies [3] Market Overview - The stock market showed signs of recovery after a period of decline, with the Shanghai Composite Index closing at 2972.53, up 0.76% [2][5] - The TMT sector saw significant gains, particularly in AI applications, while healthcare stocks also attracted attention [5] - Overall market sentiment improved, with over 4800 stocks rising and 65 hitting the daily limit up [5] Company Focus - Dayu Water-Saving reported a 93% year-on-year increase in orders, totaling approximately 360 million yuan from January to May [5] - Jiukang Bio's major shareholder plans to increase their stake by no less than 30 million yuan [5]

四、市场回顾及展望 从技术面看，市场持续回调一个月，指数已回到筹码强支撑 区域,虽然日线走出五连阴,但杀跌动能在逐步衰减,不少前期 超跌的权重已开始蓄势反击,早盘以酿酒为首的消费类品种走势 较强，午后指数又在房地产的带动下一度翻红，受制于能量不足 板块之间缺乏协调性的影响，最终未能走出强反的形态。 。免责声明:本报告信息均来源于公开资料,我公司对这些信息的准确性和完整性不作任何保证。报告中的内容和意见仅供参考,并不 构成对所述证券买卖的出价或征价。我公司及其雇员对使用本报告及其内容所引发的任何直接或间接损失概不负责。 | --- | --- | --- | --- | --- | --- | |----------|------------------|--------|----------------|---------------|--------| | | | | 万和财富早班车 | 2024年6月26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 | 2950 | -0.44% | 上证当月连 ...

| --- | --- | --- | --- | --- | |----------|------------------|--------|------------------------------|--------| | | | | 万和财富早班车 2024年6月24日 | | | | ● 国内金融市场 · | | 股指期货 · | | | 品种 | 收盘 | 涨跌幅 | 收盘 | 涨跌幅 | | 上证指数 | 2998.14 | -0.24% | 2397.8 | -0.55% | | 深证成指 | 9064.84 | -0.04% | 3492.8 | -0.42% | | 创业板指 | 1755.88 | -0.39% | 23278.17 | -1.52% | 2 央行上海总部： 上海首批科技创新和技术改造再贷款支持贷 款有序落地 1 SEMI发布预测,全球半导体制造产能预计将在2024年增长6%, 相关个股： 佰维存储(688525)、江波龙(301308)等 三、上市公司聚焦 3& 中国通号(688009)：公司获颁《民用无人驾驶航空器运营合格 证》，为企业发展低空经济业务奠定坚实基础 六 ...