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 | 3373.75 | 0.15% | 上证当月连续 | 2693.6 | 0.45% | | 深证成指 | 10668.10 | 0.23% | 沪深当月连续 | 3929.4 | 0.24% | | 创业板指 | 2145.10 | 0.24% | 恒生期货指数 | 30257.37 | 0.65% | 2. 商务部:将会同国家卫健委等在消博会期间发布《健康消费专 项行动方案》。 3. 财政部、税务总局发布通知,2025年4月1日起执行至2027年12 月31日继续实施离岸贸易印花税优惠政策。 一、行业最新动态 1. 商务部:积极推进首发经济,支持国内外优质商品和服务品牌开 设首店、举办首发首秀首展。相关个股:米奥会展(300795),锋 尚文化(300860)等。 2. 因原材料价格波动、下游需求改善等因素 ...

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]

| ● 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 | 3369.98 | 0.00% | 上证当月连续 | 2694.4 | 0.15% | | 深证成指 10649.08 | | -0.43% | 沪深当月连续 | 3929.2 | 0.30% | | 创业板指 | 2145.48 | -0.33% | 恒生期货指数 | 29931.01 | -2.58% | 一、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3月26日 2 太阳电缆(002300):海缆子公司现已安装完成五条生产线,可 投入生产使用。 3. 比亚迪(002594):2024年净利润402. 54亿元,同比增长34%, 拟10派39.74元。 1. 商务部:目前正指导各地商务部门会同相关部门有序开展汽车 流通消费改革试点申报工作,加紧编制试点工作方案。 2. 国家卫健委:开展政策效果评估,研究进一步完善生育支持措 施,加强中长期政策 ...

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 ...