1 苏州拟征集人工智能技术备战"苏超",Al体育新赛道有望爆发, 相关个股：英派斯(002899)、鸿合科技(002955)等 2 固态电池技术及装备方案加快推进,机构密集看好,相关个 股:先导智能(300450)、国轩高科(002074)等 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6月11日 ● 国内金融市场 ● 、宏观消息汇总 2。教育部:统筹用好中央预算内投资和超长期特别国债,支持 高校持续改善办学条件 2. 财政部：积极配合有关部门完善养老育幼服务体系, 抓紧建 立实施育儿补贴制度， 满足"一老一小"的服务需求 3. 中办、国办印发《关于深入推进深圳综合改革试点 深化改革 创新扩大开放的意见》 二、行业最新动态 3. 香港首条无人机配送航线正式运营,无人机物流渗透率快速 提升，相关个股：纵横股份(688070)、顺丰控股(002352)等 三、上市公司聚焦 1。长亮科技(300348)：公司能够支持包括稳定币在内的数字资产 管理的系统需求 2 达实智能(002421)：拟2000万元在沙特阿拉伯投资设立全资子 公司从事智慧能源与智慧空间产品、解决方案及技术服务业务 3 津投 ...

Domestic Financial Market - In May, the national consumer price index (CPI) decreased by 0.1% year-on-year, while the producer price index (PPI) fell by 3.3% year-on-year [4] - In May, China's total goods trade import and export value reached 3.81 trillion yuan, an increase of 2.7%, with exports growing by 6.3% and imports declining by 2.1% [4] Industry Dynamics - The upcoming Volcano Engine Power Conference is expected to benefit the AI industry chain, with related stocks including Hand Information (300170) and Runxin Technology (300493) [5] - During the "618" shopping festival, beauty products became the main sales force on e-commerce platforms, with related stocks such as Marubi Biotechnology (603983) and Proya Cosmetics (603605) [5] - The satellite internet industry is accelerating its progress, with institutions indicating potential for valuation expansion, related stocks include Shanghai Huguang (603131) and Parker New Materials (605123) [5] Company Focus - Longshen Rongfa (300534) received CNAS laboratory accreditation for its controlling subsidiary, which is expected to positively impact future operations [6] - Fangsheng Pharmaceutical (603998) obtained a drug registration certificate for its innovative traditional Chinese medicine product [6] - Fuda Alloy (603045) saw its controlling shareholder increase holdings by 7,700 shares [6] - Maixinlin (688685) signed a 1.184 billion yuan computing power service contract, which is expected to positively affect the company's performance in 2025 and beyond [6] Market Review and Outlook - On June 9, the market opened slightly higher and continued to rise, with the Shanghai Composite Index closing at 3,399 points, up 0.43%, and the ChiNext Index rising over 1% [7] - The market showed broad gains with over 4,200 stocks rising, while sectors like chemical pharmaceuticals, aerospace equipment, and cultural media performed well [7] - The market is expected to break out of its current range if incremental capital continues to flow in, with a focus on holding positions and seeking low-level opportunities [8]

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6月9日 2 中共中央政治局委员、国务院副总理何立峰于6月8日至13日 访问英国并举行中美经贸磋商机制首次会议 3 央行5月末黄金储备报7383万盎司,环比增加6万盎司,连续 第7个月增持黄金 二、行业最新动态 1 工信部:以工业智能体为抓手深化人工智能工业应用,相关 个股： 汇川技术(300124)、酷特智能(300840)等 2。国产具身大模型首次获得汽车制造全场景验证，相关个股: 兆威机电(003021)、拓斯达(300607)等 ● 国内金融市场 ● 、宏观消息汇总 1。国家统计局：截至2025年5月末，我国外汇储备规模为32853 亿美元,较4月末上升36亿美元,升幅为0.11% 3 26.9%! 27.3%! 苏州大学双破钙钛矿电池效率纪录, 相关个股: 宝馨科技(002514)、捷佳伟创(300724)等 四、市场回顾及展望 六月六日(上周五)，市场全天维持强势震荡格局，截止收盘 沪指微涨0.04%，报收3385点，深成指、创业指数均小幅收跌, 两市全天成交额1.15万亿,较上个交易日缩量1384亿。 从板块上看,涨幅居前的是有 ...

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6月6日 ● 国内金融市场 · | | | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3384.1 | 0. 23% | 上证当月连续 | 2674 | -0.01% | | 深证成指 | 10203. 5 | 0. 58% | 沪深当月连续 | 3852 | 0.21% | | 创业板指 | 2048. 62 | 1.17% | 恒生期货指数 | 30683.02 | 1.09% | 1.乘联分会消息,根据月度初步乘联数据综合预估:5月全国新 能源乘用车厂商批发销量124万辆，同比增长38%，环比增长9%。 2.工业和信息化部党组书记、部长李乐成主持召开会议，研究 推动人工智能产业发展和赋能新型工业化的思路举措。 3.6月4日,我国第一款九价人乳头瘤病毒(HPV) 疫苗获国家 药监局批准上市。 二、行业最新动态 1.市场存量大，推动老旧型铁路内燃机车淘汰更新，相关个股： 蜀道装备(300540)、亿华通(68 ...

Core Insights - The report highlights the increasing issuance of domestic game licenses, leading to a steady growth in overseas revenue, positioning the sector to lead the global market [8] - The launch of the Green Power Service Upgrade Action aims to establish a new benchmark for the green electricity business environment, with relevant stocks identified [8] - The publication of the "Government Data Sharing Regulations" is set to promote the comprehensive construction of a digital government, with associated stocks mentioned [8] Industry Latest Developments - The Ministry of Industry and Information Technology and the National Development and Reform Commission are organizing the 2025 New Energy Vehicle Rural Promotion Campaign [6] - The second "Belt and Road" Science and Technology Exchange Conference will be held from June 10 to 12 in Chengdu, Sichuan [6] - TSMC is expected to commence production of its 2nm process technology soon [6] Company Focus - Siwei Technology (002405) has signed a strategic cooperation framework agreement with Alibaba Cloud Computing [10] - Dadi Ocean (301068) plans to acquire 100% equity of Zhejiang Huge Waste Management Co., Ltd. for 135 million yuan [10] - Delong Co., Ltd. (300473) intends to invest approximately 300 million yuan in new lithium battery pilot and industrialization projects, as well as smart motor industrialization projects [10] - Yada Co., Ltd. (002284) has received a notification for a new energy vehicle project, with total sales amounting to approximately 200 million yuan for an integrated brake control module [10] Market Review and Outlook - On June 4, the total trading volume of the two markets reached 1,153 billion yuan, with 3,784 stocks rising and 1,157 stocks falling, indicating an increase of 11.6 billion yuan compared to the previous day [12] - The three major indices opened slightly higher and showed a small upward trend, with the small and medium-sized stocks leading the gains [12] - Market hotspots included beauty care, beer concepts, and copper cable high-speed connections, while logistics and military equipment sectors saw declines [12] - The report notes that the Shanghai Composite Index is approaching the 3,390-point resistance level, with a warning of potential pullbacks unless significant volume increases are observed [12]

1. 字节系VC领投具身智能机器人公司,产业或已处于爆发前夜。 相关个股:信质集团(002664),鑫宏业(301310)等。 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5月29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 | 3339.93 | -0.02% | 上证当月连续 | 2665.4 | -0.21% | | 深证成指 10003.27 | | -0.26% | 沪深当月连续 | 3805.0 | -0.20% | | 创业板指 | 1985.38 | -0.31% | 恒生期货指数 | 29816.53 | -0.21% | 一、宏观消息汇总 1. 财政部数据显示,1-4月,国有企业营业总收入262755. 0亿元, 与上年持平。1-4月,国有企业利润总额13491.4亿元,同比下降 1. 7%。 2. 交通运输部:《"人工智能+交通运输"实施意见》已完成征求 意见工作,将加快出台。 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5月28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 | 3340.69 | -0.18% | 上证当月连续 | 2668.6 | -0.51% | | 深证成指 | 10029.11 | -0.61% | 沪深当月连续 | 3809.2 | -0.51% | | 创业板指 | 1991.64 | -0.68% | 恒生期货指数 | 29879.16 | 0.33% | 一、宏观消息汇总 1.《深化国家级经济技术开发区改革创新 以高水平开放引领高质 量发展工作方案》日前印发,共提出了四方面16项政策举措,不 断转变发展方式、优化经济结构、扩大高水平对外开放。 2. 国家统计局数据显示,1-4月份全国规模以上工业企业实现利 润总额21170.2亿元,同比增长1.4%。 3. 市场监管总局公开征求《纤维制品质量监督管理办法(修订草 案征求意见稿)》意见,重点监管"学 ...

二、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5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 | 3346.84 | -0.05% | 上证当月连续 | 2684.4 | -0.46% | | 深证成指 10091.16 | | -0.41% | 沪深当月连续 | 3831.2 | -0.61% | | 创业板指 | 2005.26 | -0.80% | 恒生期货指数 | 29780.87 | -1.45% | 宏观消息汇总 1. 第46届东盟峰会昨日在吉隆坡开幕,马来西亚作为轮值主席国 提出"包容与可持续"主题,聚焦东盟共同体建设、东帝汶入盟、 缅甸局势及绿色与数字转型挑战。 2. 商务部等8部门发布《加快数智供应链发展专项行动计划》,提 出到2030年建成可复制的数智供应链模式,培育百家领军企业。 3. 实施五年的医药招采信用评价制度将修订,严促失信企业降价 挤水分纠偏。 盘面上 ...

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5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 | 3380.19 | -0.22% | 上证当月连续 | 2715.40 | 0.10% | | 深证成指 10219.62 -0.72% | | | 沪深当月连续 | 3879.60 | -0.05% | | 创业板指 | 2045.57 | -0.96% | 恒生期货指数 | 30117.14 | -1.32% | 宏观消息汇总 1。增加供给 降低成本 提高效率 八部门联合出台23项措施支持小 微企业融资 2. 上交所试点公司债券续发 提升债券市场流动性 8. 民营经济促进法正式实施 民企盼更多参与重大项目、科技攻 关等 二、行业最新动态 1. 人形机器人格斗大赛即将举行 机器人板块有望迎密集催化, 相关个股:凌云光(688400)、科大讯飞(002230)等 2. 上海新增手机等数码产品购新补贴 消费 ...

Core Insights - The report emphasizes the importance of discovering investment opportunities with a proactive attitude rather than merely relaying information [1] Macro News Summary - The National Development and Reform Commission is continuously improving policy tools to ensure timely implementation when necessary [4] - The People's Bank of China held a seminar to enhance financial support for the real economy, focusing on technology innovation [4] - China and the ten ASEAN countries have completed negotiations for the China-ASEAN Free Trade Area 3.0 [4] Industry Dynamics - The deployment of IPv6 is being advanced by three departments, with related stocks like Fenghuo Communication and ZTE expected to benefit [5] - The wearable device sector, particularly exoskeleton robots, is gaining attention as commercial applications accelerate, with stocks such as Xiangyu Medical and Jinggong Technology highlighted [5] - Sichuan is expediting the implementation of its first brain-computer interface surgery, indicating promising commercial prospects for related companies like Innovation Medical and Chengyitong [5] Company Focus - Foton Motor is collaborating with Huawei Digital Energy to accelerate the electrification of heavy trucks [6] - Chuangyao Technology is promoting advanced communication technologies to empower smart healthcare, focusing on intelligent healthcare robots [6] - Intercontinental Oil and Gas plans to increase capital in its wholly-owned subsidiary Hong Kong Derui by USD 6.8 million [6] - Jiuhua Tourism intends to raise no more than 500 million yuan through a private placement to invest in projects like passenger cable cars [6] Market Review and Outlook - On May 21, the market experienced a high and then a pullback, with the three major indices showing slight increases. The Shanghai Composite Index rose by 0.21%, the Shenzhen Component Index by 0.44%, and the ChiNext Index by 0.83% [7] - The trading volume in the Shanghai and Shenzhen markets reached 1.17 trillion yuan, an increase of 37.8 billion yuan from the previous trading day [7] - The report anticipates limited upward or downward movement in the A-share market in the short to medium term, with a lack of strong main lines for investment. It suggests focusing on industries with long-term development logic, such as technology growth, high-end manufacturing, and new consumption [7]