1、央行等七部门印发《关于金融支持新型工业化的指导意见》。到2027年，支持制造业高端化智能化 绿色化发展的金融体系基本成熟；引入长期资金和发展耐心资本，加快科技成果转化。推动产业加快迈 向中高端，防止"内卷式"竞争。 国务院办公厅印发《关于逐步推行免费学前教育的意见》明确，从2025年秋季学期起，免除公办幼儿园 学前一年在园儿童保育教育费，不含伙食费、住宿费、杂费等。免保育教育费标准按照县级以上地方人 民政府及其教育、价格主管部门批准的公办幼儿园保育教育费收费标准执行。国新办周四举行国务院政 策例行吹风会，介绍逐步推行免费学前教育政策有关情况。 3、周二，A股高开高走，权重股表现出色，脑机接口、高速铜、稳定币概念轮番冲高，智能体概念多 数调整，西藏板块延续回调。截至收盘，上证指数涨0.96%报3617.6点，再创年内新高；深证成指涨 0.59%，创业板指涨0.39%，市场成交额1.62万亿元。 4、周二，香港恒生指数涨0.68%报24902.53点，恒生科技指数涨0.73%，恒生中国企业指数涨0.65%。恒 生行业指数全线上涨，医药股强劲反弹。南向资金大幅净买入234.26亿港元。 1、上交所发布通报称，对 ...

机构指出，短期来看，A股进入震荡蓄势期，市场在消化业绩分歧与外部扰动中积蓄动能，但中长期上行趋势未变。 【财经日历】 大疆发布首款扫地机器人。 | (~) 盘前必读 | // 外盘怎么样 // | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌 | 现价 | | 涨跌幅 | | 道琼斯工业指数 | | 44111.74 | -61.90 | -0.14% | | 纳斯达克指数 | | 20916.55 c -137.03 | | -0.65% | | 标音500 | | 6299.19 | -30.75 | -0.49% | 当地时间5日，美股主要股指普遍下跌，投资者评估企业财报中对贸易政策的密集表态，同时消化服务业数据持续走弱所释放的增长放缓信号。 截至收盘，道琼斯工业平均指数下跌61.90点，报44111.74点，跌幅0.14%；标普500指数下跌30.75点，报6299.19点，跌幅0.49%；纳斯达克综合指数下跌 137.03点，报20916.55点，跌幅0.65%。 大型科技股普遍下跌，微软、Meta、博通跌超1%，英伟达跌近1%；英特尔逆势上涨超3% ...

Financial Support for New Industrialization - The People's Bank of China and other regulatory bodies issued guidelines to support new industrialization, focusing on key sectors like integrated circuits and industrial mother machines [1][2] - Banks are encouraged to provide long-term financing for technology breakthroughs and facilitate easier access to capital for companies achieving core technology advancements [1][2] Emerging Industries and Financing - New industries such as information technology, renewable energy, and biomedicine will have access to multi-tiered capital markets for financing [2] - Long-term funds from government investment funds and insurance will focus on future manufacturing and energy sectors [2] Support for Small and Medium Enterprises - Financial institutions are urged to reduce reliance on guarantees and provide financing based on data and asset credit [2] - A national credit information platform for small and micro enterprises is being developed to facilitate easier access to credit [2] Green Transition Financing - Financial support will be directed towards high-carbon industries that meet green transformation criteria, with a focus on green credit and bonds [2] - A specialized financial standard system will be established to enhance funding for green projects [2] Digital Integration and Services - Digital infrastructure projects like 5G and industrial internet will receive long-term loans and financing options [2] - Banks are developing digital platforms to provide one-stop services for financing and settlement, improving efficiency for small businesses [2] Risk Management in Financial Institutions - Financial institutions are required to monitor the use of funds to prevent misuse and ensure compliance with regulations [3] - Joint risk assessments will be conducted to share high-risk information and manage potential financial risks [3] Market Trends and Predictions - Major financial institutions have warned clients to prepare for potential declines in U.S. stock prices, with predictions of a 10% to 15% correction in the S&P 500 index [17][18] - The retail forecast for passenger vehicles in 2025 has been slightly adjusted upward, indicating a growth of 6% [19]

每日经济新闻消息，8月5日，上交所发布关于上纬新材相关情况的通报：上纬新材（688585）近期多次出 现严重异常波动情形，公司已多次发布风险提示公告，提请广大投资者审慎投资，注意投资风险。近日， 该股股价继续大幅波动，部分投资者在交易该股过程中存在影响市场正常交易秩序、误导投资者正常交易 决策的异常交易行为，上交所依规对相关投资者采取了暂停账户交易的自律监管措施。上交所再次提醒投 资者关注风险，审慎参与，合规交易。 8月5日，上纬新材（688585.SH）公告称，公司股票价格自2025年7月9日至2025年8月5日累计上涨 1320.05%，期间多次触及股票交易异常波动及严重异常波动情形。如未来公司股票价格进一步上涨，公司 可能再次向上海证券交易所申请连续停牌核查。公司目前基本面未发生重大变化，但股票价格已严重脱离 基本面。此外，公司2025年上半年净利润较上年同期下滑，市盈率显著高于行业平均水平。 经历停牌核查后，"出关"后的10倍大牛股上纬新材今日股价走势依旧凌厉，百元整数关口被冲破。临近收 盘，更是再度上演强势拉升，最终以20CM涨停收盘，延续着此前的狂飙势头。 截至收盘，上纬新材报110.48元/股， ...

Core Viewpoint - The stock price of Upwind New Materials (688585) has surged by 1320.05% from July 9 to August 5, leading to multiple instances of abnormal trading behavior and potential risks for investors [1][5]. Group 1: Stock Performance and Trading Behavior - As of August 5, the stock price closed at 110.48 CNY per share, with a daily increase of 20% and an overall increase of approximately 1566% year-to-date [1][6]. - The Shanghai Stock Exchange (SSE) has reported that some investors engaged in trading behaviors that disrupted normal market order, resulting in self-regulatory measures including account trading suspensions [1][5]. - The stock has experienced seven instances of abnormal trading fluctuations and has been under close monitoring by the SSE since July 25 [6][7]. Group 2: Financial Metrics and Valuation - The latest price-to-earnings (P/E) ratio for Upwind New Materials is reported at 502.51 times, significantly higher than the industry average of 24.91 times [6][7]. - The average turnover rate for the stock from July 22 to August 5 was 6.29%, indicating a substantial increase compared to previous levels [6][8]. Group 3: Business Operations and Financial Outlook - The company’s main business remains focused on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials, with no significant changes reported in operations or market conditions [7][8]. - For the first half of 2025, the company anticipates a revenue of approximately 783.77 million CNY, a year-on-year increase of 12.5%, but expects a net profit of 29.90 million CNY, a decrease of 32.91% compared to the previous year [9][10].

Market Overview - US stock markets experienced a collective decline, with the Dow Jones down 0.14%, Nasdaq down 0.65%, and S&P 500 down 0.49%. Major tech stocks like Microsoft, Meta, and Broadcom fell over 1%, while Intel rose over 3% and Amazon nearly 1% [5] - The Nasdaq China Golden Dragon Index decreased by 0.56%, with most popular Chinese concept stocks declining, although Xiaopeng Motors and Bilibili saw gains of over 2% [5] Economic Indicators - The US trade deficit for June was reported at $60.2 billion, better than the expected $61 billion and significantly lower than the previous month's $71.5 billion [6] Commodity Prices - COMEX gold futures rose by 0.25% to $3435 per ounce, while silver futures increased by 1.36% to $37.835 per ounce. In contrast, WTI crude oil futures fell by 1.7% to $65.16 per barrel, and Brent crude oil futures dropped by 1.63% to $67.64 per barrel [7] Automotive Industry - The China Passenger Car Association slightly raised its annual forecast for 2025, predicting retail sales of 24.35 million passenger cars, a 6% increase, and exports of 5.46 million units, a 14% increase. The forecast for new energy vehicle wholesale is 15.48 million units, reflecting a 27% growth [10][11] Financial Policies - The People's Bank of China and six other departments issued guidelines to support new industrialization, emphasizing long-term financing for key manufacturing sectors and digital infrastructure [9] Corporate Developments - Tesla's board approved a stock award for CEO Elon Musk, valued at approximately $29 billion, contingent on his continued leadership until 2027 [17] - NIO's new model, the L90, achieved 1,976 deliveries within three days of its launch, indicating strong market demand [20] - Li Auto announced a price adjustment for its i8 model, reducing the price to 339,800 yuan and enhancing its configuration [21] - JD.com is preparing to apply for a stablecoin license in Hong Kong, countering rumors of exiting the market [22] Industry Trends - The China Machinery Industry Federation called for fair competition in the photovoltaic industry to maintain high-quality trade [12] - Meituan launched a support plan for small and medium-sized merchants, aiming to provide financial assistance to over 100,000 restaurants by the end of the year [30]

Group 1 - The U.S. stock market saw a collective decline, with the Dow Jones down 0.14%, Nasdaq down 0.65%, and S&P 500 down 0.49%. Major tech stocks like Microsoft, Meta, and Broadcom fell over 1%, while Intel rose over 3% and Amazon nearly 1% [3] - The U.S. trade deficit for June was reported at $60.2 billion, better than the expected $61 billion and down from the previous $71.5 billion [3] - COMEX gold futures rose by 0.25% to $3435 per ounce, while silver futures increased by 1.36% to $37.835 per ounce [4] Group 2 - The People's Bank of China and six other departments issued guidelines to support new industrialization, emphasizing long-term financing for key manufacturing sectors such as integrated circuits and medical equipment [7] - The China Passenger Car Association slightly raised its annual forecast for 2025, predicting retail sales of 24.35 million passenger cars, a 6% increase, and exports of 5.46 million units, a 14% increase [8] - The China Machinery Industry Federation called for fair competition in the photovoltaic industry, urging companies to avoid dumping products below cost and focus on quality and innovation [9] Group 3 - The Chinese government allocated 1.015 billion yuan to support agricultural recovery in disaster-affected areas [10] - The former chairman of China Aviation Industry Corporation was prosecuted for corruption and insider trading [11] - NIO's new model, the L90, achieved 1,976 deliveries within three days of its launch, indicating strong market demand [18] Group 4 - Tesla's board approved a stock award for CEO Elon Musk valued at approximately $29 billion, contingent on his continued leadership until 2027 [15] - Li Auto announced a price reduction for its i8 model to 339,800 yuan, aiming to enhance market competitiveness [19] - JD.com is preparing to apply for a stablecoin license in Hong Kong, countering rumors of exiting the market [20]

Market Performance - The A-share market experienced a strong upward trend on August 5, with the Shanghai Composite Index closing at 3617.60 points, up 0.96%, marking a new high for the year [1] - The Shenzhen Component Index rose 0.59% to 11106.96 points, while the ChiNext Index increased by 0.39% to 2343.38 points [1] - Total trading volume reached 16158 billion yuan, an increase of 976 billion yuan compared to the previous trading day [1] Sector Highlights - Over 3900 stocks in the market saw gains, with significant contributions from heavyweight stocks such as New China Life Insurance, which rose over 3%, and Luzhou Laojiao and Sungrow Power, both up over 2% [1] - The AI hardware sector showed strength, with stocks like Yidong Electronics surging over 10% and Changfei Optical Fiber hitting the daily limit [1] - The consumer electronics sector also performed well, with Furi Electronics achieving two consecutive limit-ups [1] - Robotics concept stocks were notably active, with Dongjie Intelligent and Aowei New Materials both hitting the daily limit with a 20% increase [1][2] Robotics Sector Developments - The robotics sector saw a collective surge, with stocks like Dongjie Intelligent and Langte Intelligent reaching a 20% limit-up [2] - Aowei New Materials, which recently resumed trading, closed at 110.48 yuan per share, with a total market value of 445.6 billion yuan, marking it as the first tenfold stock in A-shares this year [2] - From July 9 to 30, Aowei New Materials' stock price increased over tenfold, with a cumulative rise of 1320.05% since July [2] - The upcoming 2025 World Robot Conference in Beijing is expected to showcase over 1500 exhibits from more than 200 domestic and international robotics companies, with nearly double the number of new product launches compared to last year [3] Brain-Computer Interface Sector - Brain-computer interface stocks were active, with Xiangyu Medical rising over 19% during the day [4] - Xiangyu Medical aims to integrate its self-developed brain-computer interface products with its rehabilitation equipment, targeting the establishment of specialized treatment centers [4] - The National Medical Insurance Administration has introduced new pricing mechanisms for brain-computer interface technologies, which could facilitate rapid clinical application and reimbursement once approved [4] - The brain-computer interface industry is entering a high-growth phase, with significant market potential anticipated [4] Market Outlook - Analysts from Huatai Securities suggest that the market will continue to exhibit structural trends, with a focus on technology and advanced manufacturing sectors, including robotics and AI [5][6] - The overall market environment is favorable, with stable domestic policies and positive fundamental expectations, indicating potential upward movement after structural adjustments [6]

Group 1 - The core point of the article highlights the significant stock price increase of Upwind New Materials, which reached a historical high of 110.48 yuan per share, marking a 1566.62% increase year-to-date, making it the first stock in A-shares to exceed a 15-fold increase in 2025 [2][3] - Upwind New Materials became a "tenfold stock" in a short period, with a 1320.05% increase from July 9 to August 5, 2023, and its market capitalization surged from 3.138 billion yuan to 41.014 billion yuan during this time [2][3] - The stock price surge is linked to the announcement of a planned acquisition of a controlling stake by Shanghai Zhiyuan New Technology Co., which aims to acquire at least 63.62% of Upwind New Materials [3] Group 2 - Upwind New Materials announced a temporary suspension of trading to investigate unusual stock price fluctuations, confirming that there were no significant changes in the company's fundamentals [4] - The company projected a revenue of approximately 784 million yuan for the first half of 2025, a 12.5% increase year-on-year, but anticipated a net profit of about 29.90 million yuan, a decrease of 32.91% compared to the previous year [4]

上交所指出，部分投资者在交易上纬新材股票过程中存在影响市场正常交易秩序、误导投资者正常交易 决策的异常交易行为，上交所依规对相关投资者采取了暂停账户交易的自律监管措施。上交所再次提醒 投资者关注风险，审慎参与，合规交易。 记者观察到，上纬新材已连续11次揭示股票交易风险，提示股票价格脱离当前基本面风险、业绩下滑风 险、收购方在未来十二个月没有资产注入等明确安排、换手率显著高于前期水平、公司外部流通盘较 小、市盈率显著高于同行业水平等风险，并自7月31日至8月4日停牌核查3个交易日。此外，7月25日、8 月1日和8月5日，上交所连续3次点名上纬新材，声明对公司股票进行重点监控。 新华财经上海8月5日电（记者杜康）5日晚间，上纬新材再次发布股票交易风险提示公告称，目前公司 基本面未发生重大变化，公司股票交易价格已严重脱离基本面；如公司股价进一步上涨，公司可能再次 申请连续停牌核查。对此，上交所发布情况通报，对部分违规投资者采取暂停账户交易的自律监管措 施。 （文章来源：新华财经） ...