智通财经APP获悉，兴业证券发布研报称，氢能在十五五期间走向规模化的规划更加清晰。同时展现出 广阔的市场前景和生态价值，但是具备经济性、可持续性的商业模式仍是氢能迈向真正商业化的核心壁 垒。商业模式的打通有望率先从绿色燃料领域打通，该行推荐有望率先实现经济性的绿色甲醇生产环 节，首推具备绿色甲醇产能的金风科技(02208,002202.SZ)、阳光电源(300274.SZ)。 兴业证券主要观点如下： 十五五氢能产业有望迎来规模化阶段 10月28日，中共中央关于制定国民经济和社会发展第十五个五年规划的建议发布。其中明确，前瞻布局 未来产业，探索多元技术路线、典型应用场景、可行商业模式、市场监管规则，推动包括氢能在内的新 兴产业等成为新的经济增长点。相较于十四五期间"组织实施未来产业孵化与加速计划，谋划布局一批 未来产业"的表述，氢能在十五五期间走向规模化的规划更加清晰。 行业处于商业化关键节点，下游消纳场景是关键 氢能产业链涵盖制取、储运、应用三大核心环节，形成了一个多维度、跨行业的能源生态体系。绿氢的 生产过程能有效消纳可再生能源电力，提高风电、光伏等清洁能源的利用效率。展现出广阔的市场前景 和生态价值。但是 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 对于三大指数的直线拉升，有经验的股民一眼就看出是券商等大金融板块发力了。 今天的A股，绝对突发！原本震荡的行情，到了下午一点半的时候，市场遭到资金"偷袭"，直 线暴力拉升，让人目瞪口呆！ 全市场的股民都在问："究竟发生了什么事情？" 那么，按照惯例，这么大幅的波动，一定会找到原因跟大家汇报。 首先，午后13:30，在毫无征兆的情况下，三大指数直线拉升。 富时中国A50指数期货也同步直线拉升！ | | | 自选 返回 中国平安 601318 LR300 | | | | --- | --- | --- | --- | --- | | 0 | 62.00 | | 61.43 2.88 4.92% | | | | 60.00 | 斯 | 版 | 撒 | | | | 卖五 | 61.49 | 131 | | | 58.00 | 卖四 | 61.48 | ਰੇ ਦੇ | | | | 卖三 | 61.47 | 3C | | | 56.00 | 一 | 61.46 | 3 તે | | | | 重- | 61.45 | 84 | 午后 ...

【导读】突然大涨，原因是什么？ 中国基金报记者 泰勒 兄弟姐妹们啊，今天的A股，绝对突发！原本震荡的行情，到了下午一点半的时候，市场遭到资金"偷袭"，直线暴力拉升，让人目瞪口呆！ 全市场的股民都在问："究竟发生了什么事情？" 那么，按照基金君的惯例，这么大幅的波动，泰勒一定会找到原因跟大家汇报。 首先，午后13:30，在毫无征兆的情况下，三大指数直线拉升。 富时中国A50指数期货也同步直线拉升！ 对于三大指数的直线拉升，有经验的股民一眼就看出是券商等大金融板块发力了。 | 最高: 3907.78 | 今开: 3873.12 | 成交量: 5.00亿手 | 换手:1.10% | | --- | --- | --- | --- | | 最低: 3863.31 | 昨收: 3875.79 | 成交额:7167.42亿 | 量比:1.05 | | 52周最高: 4034.08 | 上涨:1334 | 振幅: 1.15% | 平盘:48 | | 52周最低: 3040.69 | 下跌:358 | 总市值:63.13万亿 | | | 最高: 3115.81 | 今开:3084.22 | 成交量: 1.97亿手 | 换手: ...

午后，保险、证券、互联网金融等大金融板块持续拉升。瑞达期货直线拉升封板，中银证券涨停，兴业证券涨超7%，湘财股份、东方财富、东北证券、 华泰证券跟涨。 | | | 明细 ▲ ר | | --- | --- | --- | | | | 13:56 13.94 ୧୫ | | 证券 | | | | 1629.39 2.76% | | | | 基金 成分股 | 简况(F10) | 资金 分析 新闻 | | 毛部 龙头股 | 3日内有涨停 | 连板 连续3日主力净泥 | | 名称/代码 | 最新 ◆ | 涨幅 ◆ 5日涨幅 ◆ ▶ | | 中银证券 | 13.94 | +10.02% +7.89% | | 601696 融 | | | | 领涨龙头2 首板 最终涨停13:54 | | | | 兴业证券 | 7.35 | +7.77% +7.83% | | 601377 融 | | | | 领涨龙头1 | | | | 湘财股份 | 11.84 | +5.81% +4.97% | | 600095 融 | | | | 东方财富 | 23.46 | +4.78% +0.26% | | 创 300059 融 | | | | 人 ...

券商股方面，截至发稿，中银证券大涨超9%，湘财股份、东方财富、兴业证券等跟涨。 | 代码 | 名称 | 涨幅 % v | 现价 | | --- | --- | --- | --- | | 601696 | 中银证券 | +9.55% | 13.88 | | 600095 | 湘财股份 | +4.11% | 11.65 | | 300059 | 东方财富 | +3.97% | 23.28 | | 601377 | 兴业证券 | +2.93% | 7.02 | | 600918 | 中泰证券 | +3.45% | 6.90 | | 601688 | 华泰证券 | +3.16% | 21.88 | | 000686 | 东北证券 | +2.46% | 9.17 | | 000712 | 锦龙股份 | +2.55% | 12.87 | | 002670 | 国盛证券 | +2.22% | 17.93 | | 600030 | 中信证券 | +2.17% | 27.79 | 编辑 ｜ 钉钉 | 代码 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | --- | | 002961 | 瑞达期货 ...

Group 1 - Brokerage stocks continue to strengthen, with Zhongyin Securities hitting the daily limit, and Xinyue Securities rising over 6% [1] - Other companies such as Xiangcai Securities, Dongfang Caifu, Northeast Securities, and Huatai Securities also experienced gains [1]

Core Viewpoint - The financial sector experienced a significant rally on December 5, with multi-financial, insurance, and securities sectors collectively rising, indicating positive market sentiment and potential investment opportunities in these areas [1]. Multi-Financial Sector - Ruida Futures surged by 10.01% to a price of 26.71, while Nanhua Futures, Yong'an Futures, and Lakala also saw notable increases [2]. - The multi-financial sector showed strong performance with Ruida Futures leading the gains, reflecting investor confidence in futures trading [1][2]. Insurance Sector - The insurance stocks collectively rose, with China Pacific Insurance increasing by 6.16% to 37.37, and both China Ping An and China Life Insurance rising over 4% [3]. - This upward trend in insurance stocks suggests a robust outlook for the insurance industry, potentially driven by favorable market conditions [1][3]. Securities Sector - Zhongyin Securities experienced a significant increase of 9.55% to 13.88, with other securities firms like Xiangcai Shares and Dongfang Fortune also showing positive movements [4]. - The strong performance of securities stocks indicates a bullish sentiment in the brokerage sector, which may attract further investments [1][4].

券商股持续走强，中银证券触及涨停，兴业证券涨超6%，湘财股份、东方财富、东北证券、华泰证券 跟涨。 ...

Market Overview - The Shanghai Composite Index fell by 0.06% to 3875.79 points, with a daily high of 3888.86 points [1] - The Shenzhen Component Index rose by 0.4% to 13006.72 points, reaching a peak of 13042.96 points [1] - The ChiNext Index increased by 1.01% to 3067.48 points, with a maximum of 3075.46 points [1] ETF Market Performance - The median return of stock ETFs was 0.29%, with the highest return from the GF SSE STAR 100 ETF at 1.82% [2] - The highest performing industry ETF was the CSI Satellite Industry ETF, yielding 2.63% [2] - The highest return among thematic ETFs was from the CSI Semiconductor Industry ETF at 3.63% [2] ETF Gain and Loss Rankings - The top three ETFs by gain were: - CSI Semiconductor Industry ETF (3.63%) - Invesco CSI Robot Industry ETF (3.16%) - Huatai-PB SSE STAR Semiconductor Materials Equipment ETF (3.14%) [4][5] - The top three ETFs by loss were: - Penghua CSI Wine ETF (-1.58%) - Huaxia CSI Tourism Theme ETF (-1.54%) - Fortune CSI Tourism Theme ETF (-1.43%) [4][5] ETF Fund Flow - The top three ETFs by fund inflow were: - Guotai CSI A500 ETF (4.56 billion) - Huaxia SSE 50 ETF (4.37 billion) - Huatai-PB CSI 300 ETF (4.14 billion) [6][7] - The top three ETFs by fund outflow were: - Yongying CSI Hong Kong Gold Industry ETF (3.09 billion) - Fortune CSI Military Industry Leaders ETF (2.48 billion) - Jiashi CSI A500 ETF (2.15 billion) [6][7] ETF Margin Trading Overview - The top three ETFs by margin buying were: - Huaxia SSE STAR 50 ETF (5.54 billion) - Jiashi SSE STAR Chip ETF (2.74 billion) - Guotai CSI All-Index Securities Company ETF (2.66 billion) [8][9] - The top three ETFs by margin selling were: - Huatai-PB CSI 300 ETF (17.24 million) - Huaxia CSI 1000 ETF (7.87 million) - Southern CSI 500 ETF (7.41 million) [8][9] Industry Insights - Industrial insights from Industrial Securities indicate that the storage industry is experiencing tight supply and demand, with AI driving future demand [10] - The expected supply-demand gap for NAND in 2026-2027 is projected to be -14.20% and -14.25%, while for DRAM it is -9.38% and -8.84% [10] - Guojin Securities highlights that the domestic semiconductor equipment industry chain is poised for a new round of rapid growth opportunities due to advancements in storage technology driven by AI [11]

Core Viewpoint - The electronic sector is expected to show a significant upward trend in profitability by the second half of 2025, driven primarily by AI and strong demand for self-controlled technologies, leading to valuation expansion [1] Group 1: Storage Industry - The storage industry is experiencing a tight supply-demand situation, with AI becoming the core driver of future storage demand [1] - Rapid growth in computing power demand due to AI training and inference is leading to increased storage needs for HBM, large-capacity DDR5, and enterprise SSDs [1] - Limited capital expenditure from overseas storage manufacturers in recent years has resulted in constrained supply, with projected NAND and DRAM supply-demand gaps of -14.20% and -9.38% respectively for 2026 [1][2] Group 2: Computing Power Demand - The demand for computing power is expected to continue growing, with CSP cloud providers increasing capital expenditures [3] - The global demand for computing PCBs is projected to reach 513 billion, 1068 billion, and 1785 billion from 2025 to 2027, with growth rates of 88%, 108%, and 67% respectively [3] - The transition to liquid cooling solutions is anticipated due to rising power consumption in computing infrastructure [3] Group 3: End-Side AI Innovation - Major overseas companies are shifting focus to consumer applications, with Apple significantly increasing its AI investments and enhancing model capabilities [4] - Apple plans to develop a rich product lineup around iPhone, wearables, and smart home devices over the next 2-3 years, contributing to its end-side AI ecosystem [4] Group 4: Investment Recommendations - Investment opportunities in the storage industry include companies like Tuojing Technology, Zhongwei Company, and others, with a focus on domestic storage chip and module companies benefiting from the tight supply-demand situation [5] - Emphasis on high growth in computing power demand, with recommendations for companies like Huidian Co., Shennan Circuit, and others [5] - Positive outlook on end-side AI innovation, with suggested investments in companies like Pengding Holdings, Luxshare Precision, and others [5]