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 ...

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 ...