nilitys 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2月25日 | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3373.03 | -0. 18% | 上证当月连续 | 2675 | -0. 54% | | 深证成指 10983.04 | | -0. 08% | 沪深当月连续 | 3967.2 | -0. 38% | | 创业板指 | 2266. 24 | -0.67% | 恒生期货指数 | 29935. 39 | -0.55% | 宏观消息汇总 1.2025年中央一号文件发布,首提"农业新质生产力"。 2.证监会： 更好发挥资本市场平台作用，为民营企业做优做强 提供更有力的资本市场支持。 3.人社部副部长李忠：积极研究完善降低门槛、给予参保补贴 等政策措施,将新业态从业人员纳入社保。 二、行业最新动态 1.摩尔线程显卡性能暴增120%获国外关注,相关产业链企业受关 注, 相关个股：和而泰(002402)、铜牛信息(300895)等。 2.挪威1X公司发布家用机器人 ...

Macro Economic Overview - The State Council emphasizes the theme of "promoting consumption and benefiting people's livelihood" to boost domestic demand [6] - The Ministry of Commerce plans to implement a "1+N" policy package to stabilize foreign investment, while the National Development and Reform Commission will expedite the release of the 2025 version of the encouraged foreign investment industry catalog [6] Industry Dynamics - Hunan province is promoting the transformation of traditional data centers into intelligent computing centers, with related stocks including Yingweike (002837) and Shenling Environment (301018) [8] - A total of 15 pilot tasks have been initiated for the comprehensive digital upgrade of road and waterway transportation, with related stocks such as Shenzhen Urban Transport (301091) and Wanjitech (300552) [8] - The advent of a fully 3D-printed electric spray engine has garnered attention, with related stocks including Bolite (688333) and Youyan Powder Materials (688456) [8] Company Focus - China Rare Earth (000831) has received total control indicators for rare earth mining and separation of 2384 tons (REO) and 6000 tons (REO) for 2024 [10] - Qixin Group (002301) has a wide range of product SKUs, indicating that efficiency may be low if relying solely on human experience and internet technology for sourcing [10] - Chengdi Xiangjiang (603887) has been awarded a total contract price (including VAT) of 391 million yuan for the construction of the Henan Airport Intelligent Computing Center project [10] Market Review and Outlook - On February 21, the total trading volume of the two markets reached 2.1926 trillion yuan, with 2691 stocks rising and 2276 stocks falling, an increase of 436 billion yuan compared to the previous day [12] - The three major indices opened slightly higher and fluctuated upward, with the Shanghai Composite Index rising by 0.85% and the Sci-Tech 50 rising by 5.97% [12] - Market hotspots included significant gains in sectors such as liquid-cooled servers, communication services, and sci-tech semiconductors, while banks and precious metals saw declines [12] - The Shanghai Composite Index has broken through the 3350-point resistance level, indicating potential upward momentum, with a recent pressure point near 3420 [13]

我们不是资讯的搬运工 而是有态度的发现者 一、宏观消息汇总 1。国家发展改革委:支持民营企业积极参与"两重两新",加快 促进民营经济发展。 2. 国家发展改革委:对民营企业反映的困难问题,将精准施策助 企经困。 3. 央行昨日开展4892亿元逆回购,本周资金面迎多重扰动,市场 预计下半月监管或恢复净投放操作。 1。IDC行业拐点将至,存量旧机房消耗叠加高功率新需求释放,有 望开启新一轮周期。相关个股:烽火通信(600498),汉得信息 (300170) 等。 2. 马斯克旗下xAI推出最新大模型Grok 3,并在直播中进行了现场 演示。相关个股:三变科技(002112),博创科技(300548)等。 3. 政务系统接入DeepSeek,多地数字政府建设进入深化提质阶段。 相关个股:榕基软件(002474),数字政通(300075)等。 三、上市公司聚焦 1. 酷特智能(300840):将依托与华为云的深度战略合作,周期性 迭代Al Agent企业级操作系统。 2 云从科技(688327):显著提升华为昇腾一体机在PC端和端侧设 备上的适配能力。 万和财富早班车 2025年2月19日 | ● 国内金融市场 ● ...

Macro Summary - The central bank reported that M2 balance reached 318.52 trillion yuan, with a year-on-year growth of 7% [4] - M1 balance was 112.45 trillion yuan, showing a year-on-year increase of 0.4% [4] - M0 balance stood at 14.23 trillion yuan, reflecting a year-on-year growth of 17.2% [4] - A net cash injection of 1.41 trillion yuan was recorded for the month [4] Industry Dynamics - The China Low-altitude Economy Alliance held a project demonstration meeting for the "National Low-altitude Traffic Network," officially launching the project [6] - Yushutech accelerated the mass production of humanoid robots with its "Any Dance" product [6] - WeChat's AI search integrated with DeepSeek, marking a significant shift towards embracing open-source models [6] Company Focus - Changsheng Bearing (300718) highlighted the differences between rolling bearings and sliding bearings, noting the higher non-standardization of sliding bearings [8] - Kunlun Wanwei (300418) reported that DeepSeek-R1 achieved second place in webpage stability testing [8] - Taijing Technology (603738) emphasized its contributions to enhancing system performance in AI glasses, applicable in low-power IoT devices and high-precision high-speed data communication [8] - Kaiying Network (002517) partnered with Bigao Group to explore commercialization paths for IP + AI, aiming to inject new vitality into the entertainment sector [8] Market Review and Outlook - On February 14, the market indices showed a trend of oscillating upward, with the Shanghai Composite Index rising by 0.43%, the Shenzhen Component Index increasing by 1.16%, and the ChiNext Index up by 1.8% [10] - Despite the overall rise, market differentiation was evident, with 2,400 stocks gaining and 2,800 stocks declining [10] - Total trading volume reached 1.72 trillion yuan, a decrease of 1.0479 trillion yuan from the previous trading day, indicating a slight cooling in market activity [10] - The market remains in a relatively optimistic atmosphere, with funds actively seeking new investment opportunities, particularly in AI healthcare and cloud computing sectors [10] - The market is currently experiencing a healthy phase of hot topic switching and fund rotation, with AI applications continuing to be a focal point [10] - The 5-day moving average is providing strong support for the indices, although there is potential for technical pullbacks if key resistance levels are not effectively broken [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 | 3346.72 | 0.43% | 上证当月连续 | 2663.6 | 0.50% | | 深证成指 | 10749.46 | 1.16% | 沪深当月连续 | 3944.4 | 0.70% | | 创业板指 | 2215.30 | 1.80% | 恒生期货指数 | 29083.64 | 3.70% | 一、宏观消息汇总 1。央行: M2余额318.52万亿元,同比增长7%。M1余额112.45万 亿元,同比增长0.4%。M0余额14.23万亿元,同比增长17.2%。当 月净投放现金1.41万亿元。 2. 国务院公布《国务院关于规范中介机构为公司公开发行股票提 供服务的规定》,自2025年2月15日起施行。 3. 国家发展改革委、国家数据局会同中央网信办、交通运输部、 海关总署等多部门联合开展物流数据开放互联试点工作。 、行业最新动态 1. 中国低空经济联盟召开"全国低空交通一张网" ...

Core Insights - The report highlights the rapid development potential of the low-altitude economy, with related stocks such as Zongshen Power (001696) and Guorui Technology (600562) expected to benefit from this trend [5] - The humanoid robot industry is experiencing accelerated commercialization, with companies like Diaowei Technology (688381) and Beiwai Technology (002148) being key players [5] - The report anticipates a significant increase in AI smartphone penetration by 2025, with companies like Green Precision (300968) and Hongxin Electronics (300657) positioned to capitalize on this growth [5] Industry Updates - The National Development and Reform Commission has allocated 5 billion yuan for employment initiatives aimed at low-income individuals, which is expected to create 123,000 job opportunities [4] - The Supreme People's Procuratorate is committed to providing legal safeguards for the healthy and stable development of the capital market, focusing on strict enforcement against financial fraud and asset misappropriation [4] Company Focus - Oulaixin Materials (688530) plans to invest 108 million yuan in a semiconductor high-purity materials project [6] - Jiuzhoutong (600998) successfully raised 1.158 billion yuan through its REIT offering [6] - Youkede (688158) has launched a comprehensive model machine featuring the DeepSeek series [6] - Jiemei Technology (002859) has acquired Rouzhen Technology to deepen its involvement in the humanoid robot battery materials sector [6] Market Review and Outlook - On February 13, major stock indices experienced a collective decline, with the Shanghai Composite Index closing at 3,332.48 points, down 0.42% [7] - The market showed signs of divergence, with strong sectors undergoing adjustments, while overall market sentiment remained active [7] - The report suggests that the market may continue to favor growth and manufacturing sectors leading up to the Two Sessions, with technology stocks expected to perform well [7]

3. 央国企重组整合迈出新步伐 制度建设今年料有新突破 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 和财富早班3 2025年2月13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 | 3346.39 | 0.85% | 上证当月连续 | 2640.80 | 1.09% | | 深证成指 | 10708.88 | 1.43% | 沪深当月连续 | 3917.00 | 0.97% | | 创业板指 | 2191.76 | 1.81% | 恒生期货指数 | 28053.33 | 2.45% | 宏观消息汇总 1. 工信部:大力推动人工智能(AI)技术与铜行业的融合应用 2. 国家发展改革委:地方融资信用服务平台 完成优化整合 截至收盘,沪指报3346.39点,涨0.85%;深成指报 10708.88点,涨1.43%;创指报2191.76点,涨1.81%。 本轮的智驾演绎将有望沿着以下路径演绎:DeepSeek引爆 中国A ...

我们不是资讯的搬运工 而是有态度的发现者 和财富早班车 2025年2月12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 | 3318.06 | -0.12% | 上证当月连续 | 2613.80 | -0.36% | | 深证成指 10557.62 | | -0.69% | 沪深当月连续 | 3882.20 | -0.46% | | 创业板指 | 2152.73 | -1.43% | 恒生期货指数 | 27383.56 | -1.04% | 宏观消息汇总 1.国常会研究提振消费有关工作 持续打造消费新产品新场景 新热点 2.国家发展改革委:设备更新行动有效拉动投资增长 2 普联软件(300996):公司主要为小米集团提供全球司库管理系 统等软件服务 3。深天马A(000050)：发布投资者关系活动记录表 调研显示车载显 示业务市占率第一 4.南凌科技(300921):目前已接入DeepSeek大模型 赋能SASE服 务 3.中央 ...

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2月11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 | 3322.17 | 0.56% | 上证当月连续 | 2622.20 | 0.82% | | 深证成指 10631.25 | | 0.52% | 沪深当月连续 | 3896.20 | 0.46% | | 创业板指 | 2183.88 | 0.44% | 恒生期货指数 | 27672.25 | 1.64% | 3. 金融监管总局:开展保险资金投资黄金业务试点 二、行业最新动态 1. 多地围绕脑机接口技术发布政策 行业有望迎来重大发展机遇, 相关个股:翔宇医疗(688626)、创新医疗(002173)等 2. 华为云上线DeepSeek大模型 华为算力产业链有望站上风口, 相关个股:烽火通信(600498)、神州数码(000034)等 3. DeepSeek加速全球推理需求爆发,算力依旧为基石,相关个 股:中际旭 ...

Core Insights - The report highlights the ongoing recovery in the domestic financial market, with major stock indices showing positive performance, particularly in technology and renewable energy sectors [7] - The report emphasizes the strong performance of DeepSeek-related stocks, indicating a sustained demand for computing power and chips, which is expected to continue [5] - The report notes significant developments in various companies, including logistics achievements and partnerships in technology adaptation, which may present investment opportunities [6] Domestic Financial Market - The National Bureau of Statistics reported a 0.5% year-on-year increase in January CPI and a 2.3% year-on-year decrease in PPI, indicating mixed inflationary pressures [4] - The government is promoting market-oriented reforms in renewable energy pricing to enhance high-quality development in the sector [4] Industry Dynamics - DeepSeek has sparked confidence in technology, leading to increased demand for computing power and chips, with related stocks such as Longxun Co. and Inspur Information showing potential [5] - International gold prices have maintained a strong performance, achieving consecutive weekly increases and breaking historical highs, with stocks like China Gold and Lao Fengxiang benefiting [5] - Major telecommunications companies have fully integrated the DeepSeek open-source model, indicating a trend towards advanced technological adoption in the industry [5] Company Focus - Chongqing Pharmaceutical Group, a subsidiary of Zhongya Holdings, has been recognized as a 5A-level logistics enterprise, enhancing its market position [6] - Kehua Data has successfully adapted the DeepSeek R1 model in collaboration with Biying Technology, showcasing advancements in AI technology [6] - Mingtai Aluminum expects aluminum plate and strip sales to reach 1.45 million tons in 2024, representing a year-on-year increase of over 16% [6] - Tianhua New Energy has made a significant investment of over $200 million in Nigeria, expanding its lithium resource portfolio [6] Market Review and Outlook - As of February 7, major stock indices closed higher, with the Shanghai Composite Index rising nearly 1% and the ChiNext Index increasing over 2%, reflecting a broad market rally [7] - The report anticipates a rebound in the market ahead of the Two Sessions, driven by improved liquidity and positive policy expectations [7] - The technology sector is expected to lead the market, with high volatility in high-elasticity sectors, suggesting opportunities for strategic investments [7]