晨会纪要 2025-03-18 2025 年 03 月 18 日 星期二 【摘要】 【今日上市】 301479 N弘景 2025-03-18(上市日(一般法人获配)) 301616 浙江华业 2025-03-18(网上中签率公布日) 920029 开发科技 2025-03-18(网上申购日) 【公告停牌】 159529 景顺长城标普消费精选ETF(QDII) 2025-03-18(为保护投资者利益,景顺长城标普消费精选ETF(QDII)将于 2025年3月18日开市起至当日10:30停牌) 159612 国泰标普500ETF 2025-03-18(为维护投资者利益,国泰标普500ETF将于2025年3月18日开市起至当日10:30停 牌) 【特殊停牌】 012381103 23中林集团SCP003 2025-03-18(23中林集团SCP003自2023年11月21日起停牌) 012381559 23中林集团SCP004 2025-03-18(23中林集团SCP004自2023年11月21日起停牌) 012382176 23中林集团SCP005 2025-03-18(23中林集团SCP005自2023年11月 ...

晨会纪要 2025-03-17 2025 年 03 月 17 日 星期一 【摘要】 【今日要闻】 商务部部长王文涛调研外贸企业拓内销情况(商务部) 商务部王文涛部长调研外贸企业拓内销情况(商务部) 【今日上市】 301535 浙江华远 2025-03-17(网上中签率公布日) 301616 浙江华业 2025-03-17(网上申购日) 【公告停牌】 000793 华闻集团 2025-03-17(刊登公司股票被实施其他风险警示暨停复牌的公告,停牌一天) 159529 景顺长城标普消费精选ETF(QDII) 2025-03-17(为保护投资者利益,景顺长城标普消费精选ETF(QDII)将于 2025年3月17日开市起至当日10:30停牌) 159612 国泰标普500ETF 2025-03-17(为维护投资者利益,国泰标普500ETF将于2025年3月17日开市起至当日10:30停 牌) 159716 华宝深创100ETF 2025-03-17(因以通讯方式召开基金份额持有人大会,停牌1小时) 300052 中青宝 2025-03-17(刊登公司股票交易将被实施其他风险警示暨股票停复牌的提示性公告,停牌一天) 0 ...

晨会纪要 2025-03-17 2025 年 03 月 17 日 星期一 【摘要】 【今日要闻】 商务部部长王文涛调研外贸企业拓内销情况(商务部) 商务部王文涛部长调研外贸企业拓内销情况(商务部) 【今日上市】 301535 浙江华远 2025-03-17(网上中签率公布日) 301616 浙江华业 2025-03-17(网上申购日) 【公告停牌】 000793 华闻集团 2025-03-17(刊登公司股票被实施其他风险警示暨停复牌的公告,停牌一天) 159529 景顺长城标普消费精选ETF(QDII) 2025-03-17(为保护投资者利益,景顺长城标普消费精选ETF(QDII)将于 2025年3月17日开市起至当日10:30停牌) 159612 国泰标普500ETF 2025-03-17(为维护投资者利益,国泰标普500ETF将于2025年3月17日开市起至当日10:30停 牌) 159716 华宝深创100ETF 2025-03-17(因以通讯方式召开基金份额持有人大会,停牌1小时) 300052 中青宝 2025-03-17(刊登公司股票交易将被实施其他风险警示暨股票停复牌的提示性公告,停牌一天) 6 ...

每日市场观察 2025 年 3 月 17 日 【今日关注】 沪深两市平开后持续走高，个股多数上涨。板块方面，仅航空制 造和电源设备小幅收跌，多数行业如保险、多元金融、食品饮料、酿 酒、游戏和船舶制造等涨幅居前。从行为上看，资金当日倾向低位做 多，原因可能与央行信息有一定关系。形态方面，市场放量突破前高， 短期行情未结束，但是上涨的持续性有待考验。 科技领域的调整压力仍存，农业、金融和食品等领涨板块的持续 性需要市场验证。宏观利好不断加码，新能源、算力等方向仍然是长 期投资机会。 短期建议关注食品饮料行业的轮动机会，同时可以挖掘科技板块 的长期投资机会。长期来看，围绕国家政策扶持的相关产业还是主要 投资方向，投资者可借助短期的调整，寻找更合适的投资机会 【市场回顾】 市场概况：3 月 14 日，市场全天震荡走高，创业板指领涨，沪指重回 3400 点创年内新高。截至收盘，沪指涨 1.81%，深成指涨 2.26%，创业 板指涨 2.8%。 3.金融监管总局：鼓励银行业金融机构在风险可控前提下加大个人消 费贷款投放力度 金融监管总局印发通知，要求金融机构发展消费金融，助力提振消费。 有关司局负责人就相关通知内容回答记 ...

Summary of Key Points Core Insights - The report highlights the upcoming listing and subscription dates for various convertible bonds and ETFs, indicating active market participation and potential investment opportunities in these financial instruments [1][2][3]. Company Announcements - The report notes the suspension of trading for several funds and stocks, including the Invesco S&P Consumer Select ETF and the Guotai S&P 500 ETF, to protect investor interests [2]. - Specific companies, such as Jiaozuo Wanfang and Xiamen Port Authority, are undergoing significant asset restructuring, leading to their stock suspension [2][3]. Market Activity - The report provides a list of convertible bonds and their respective suspension dates, indicating a dynamic market environment with various financial instruments being actively managed [3][4][5]. - The trading of multiple bonds has been suspended due to various reasons, including asset acquisition plans and ongoing restructuring efforts, reflecting the current market volatility [4][5][6]. Investment Opportunities - The report suggests potential investment opportunities in newly listed convertible bonds and ETFs, which may attract investor interest due to their upcoming subscription dates [1][2]. - The active management of funds and the restructuring of companies may present unique investment strategies for market participants [2][3].

2025 年 3 月 14 日 【今日关注】 盘面回顾：沪深两市平开后低开低走，个股多数下跌。板块方面，能 源领域受到资金关注，煤炭、电力等行业涨幅居前，而半导体、电机、 文化传媒等前期热门行业跌幅较大，从行为来看，资金当前有一定的 避险倾向，原因可能与国外不确定因素有关，形态方面，中证全指上 涨力度相对上月较弱，但反弹趋势尚未受到彻底破坏，结合去年末的 走势，当前中证全指点位相对反弹起点已有明显涨幅，且处于前期横 盘震荡区间内，因此短期存在较为明显的博弈现象。 板块机会：能源、交通、银行等具备防御性质的板块有望持续受到资 金关注。科技领域虽然近期面临调整压力，但宏观利好不断且未来预 期较高，可以持续关注。尤其可关注新能源车、算力等方向的投资机 会。此外，消费市场同样存在利好预期，建议重点关注与科技存在交 叉的领域。 后市策略：短期建议关注资金避险需求带动的板块机会，同时可挖掘 科技方向调整后的买入时点。长期来看，围绕固态电池、算力等科技 领域的相关产业链依然是资金较为关注的热点，投资者可借助短期市 场博弈寻找更为合理的投资机会。 【市场回顾】 市场概况：3 月 13 日，市场全天震荡调整，创业板指领跌。截至 ...

晨会纪要 2025-03-14 2025 年 03 月 14 日 星期五 【摘要】 【今日上市】 | 118052 浩瀚转债 2025-03-14(网上中签率公布日) | | --- | | 123253 永贵转债 2025-03-14(网上中签率公布日) | | 301535 浙江华远 2025-03-14(网上申购日) | 【公告停牌】 159529 景顺长城标普消费精选ETF(QDII) 2025-03-14(为保护投资者利益,景顺长城标普消费精选ETF(QDII)将于 2025年3月14日开市起至当日10:30停牌) 159612 国泰标普500ETF 2025-03-14(为维护投资者利益,国泰标普500ETF将于2025年3月14日开市起至当日10:30停 牌) 161911 万家强化收益定期开放债券 2025-03-14(刊登收益分配公告,2025年3月14日上午开市起停牌一小时,上午十 点三十分复牌。) 【特殊停牌】 000612 焦作万方 2025-03-14(因公司筹划发行股份购买资产并募集配套资金暨关联交易事项,公司股票将于2025年 3月3日开市起停牌) | 000905 厦门港务 2 ...

晨会纪要 2025-03-13 2025 年 03 月 13 日 星期四 【摘要】 【今日上市】 301588 美新科技 2025-03-13(上市日(公众部分)) 【公告停牌】 159307 博时中证红利低波100ETF 2025-03-13(刊登收益分配公告,2025年3月13日上午开市起停牌一小时,上午十点 三十分复牌。) 159529 景顺长城标普消费精选ETF(QDII) 2025-03-13(为保护投资者利益,景顺长城标普消费精选ETF(QDII)将于 2025年3月13日开市起至当日10:30停牌) 159721 深创龙头ETF 2025-03-13(因以通讯方式召开基金份额持有人大会,停牌1小时) 300268 ST佳沃 2025-03-13(刊登公司股票交易将被实施退市风险警示并继续被实施其他风险警示暨股票停牌的公 告,停牌一天) 【特殊停牌】 000612 焦作万方 2025-03-13(因公司筹划发行股份购买资产并募集配套资金暨关联交易事项,公司股票将于2025年 3月3日开市起停牌) 000905 厦门港务 2025-03-13(因筹划重大资产重组,公司股票将于2025年3月11日开市 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The A-share market showed resilience despite adjustments in overnight European and American stock indices, with strong performance in banking and insurance sectors, while computing power and related power supply equipment sectors remained active [1] - The small and medium-sized enterprise development index rose significantly to 89.8 in February, indicating a steady improvement in industry operations across various sectors [5] - The People's Bank of China conducted a 175.4 billion yuan reverse repurchase operation to maintain liquidity in the banking system, reflecting ongoing monetary policy support [5] - The EIA short-term energy outlook report predicts WTI crude oil prices at $70.68 per barrel for 2025, slightly up from previous expectations [8] Summary by Sections Market Overview - On March 12, the market experienced a slight decline, with the Shanghai Composite Index down by 0.23% and the Shenzhen Component down by 0.17%. Key sectors included strong performance in computing power and data center power supply stocks, while cyclical stocks like non-ferrous metals faced adjustments [2] Fund Flow - On March 12, net inflows into the Shanghai Stock Exchange were 5.748 billion yuan, and 2.456 billion yuan into the Shenzhen Stock Exchange, with significant inflows into sectors such as charging power supplies and electric grid equipment [3][4] Industry Dynamics - The Ministry of Industry and Information Technology, along with other departments, released opinions to promote high-quality development in the environmental protection equipment manufacturing industry, focusing on technological collaboration and digital transformation [11] Fund Dynamics - The number of free cash flow theme funds has expanded to 23, indicating growing interest in this investment strategy [12] - Active equity funds focusing on robotics have shown impressive performance, with some achieving returns exceeding 60% year-to-date [14] Buyer Perspectives - Recent improvements in the innovative drug sector are attributed to domestic and international liquidity factors, with expectations for a new cycle driven by data catalysts and business development opportunities [15]

Investment Rating - The report indicates a resilient market performance despite external pressures, suggesting a positive outlook for the industry [1][2]. Core Insights - The market showed strength with all three major indices closing in positive territory, indicating potential for continued upward movement [1][2]. - Key sectors such as military, small metals, and pork stocks have seen significant inflows, while technology stocks experienced a pullback, reflecting a mixed market sentiment [2][3]. - The automotive industry, particularly in the new energy vehicle segment, has demonstrated robust growth, with production and sales exceeding 50% year-on-year [4]. Market Overview - On March 11, the market opened lower but recovered, with the Shanghai Composite Index rising by 0.41%, Shenzhen Component Index by 0.33%, and ChiNext Index by 0.19% [2]. - Over 2800 stocks rose, with notable gains in state-owned cloud concept stocks and military stocks, while sectors like semiconductor and communication equipment faced declines [2]. Capital Flow - On March 11, net inflows into the Shanghai and Shenzhen markets were 149.78 billion and 175.94 billion respectively, with IT services, small metals, and automotive parts receiving the most capital [3]. Industry Dynamics - The AI industry is set to advance with a significant conference in Zhejiang, featuring major players like Alibaba and Huawei, aimed at integrating AI with cloud computing [7]. - The hydrogen fuel cell supply center in South China has increased its annual production capacity to 5100 tons, marking a significant development in the hydrogen energy sector [8]. - Shanghai has introduced guidelines for high-quality public transportation development, focusing on enhancing connectivity and service quality [9][10]. Fund Dynamics - The ETF margin balance across the two markets decreased slightly, indicating a cautious approach among investors [11]. - Some money market funds have implemented purchase limits despite a decline in yield attractiveness, suggesting underlying market dynamics at play [12]. Market Sentiment - The current market sentiment is characterized by a strong but volatile environment, with expectations of a potential return to fundamentals as the earnings season approaches [13]. - The report suggests that while the market is at a significant resistance level, the absence of major negative news and supportive government policies may sustain a positive outlook [13].