今日投资参考：半导体持续回暖 风电陆海共振有望持续走强

Market Performance - Major stock indices in China saw strong gains, with the Shanghai Composite Index rising 1.16% to 3223.64 points, the Shenzhen Component Index up 2.25% to 9754.64 points, and the ChiNext Index increasing by 2.27% to 1900.53 points [1] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 165.94 billion yuan, a decrease of over 80 billion yuan from the previous day [1] - Sectors such as home furnishings, logistics, textiles and apparel, and food and beverage showed significant gains, while tourism, real estate, automotive, pharmaceuticals, and semiconductors also performed well [1] Wind Power Industry - The wind power sector is expected to see continued strength, with accelerated installation rates and strong downstream demand since the beginning of the year [2] - By 2025, onshore wind installations are projected to exceed 100 GW, while offshore wind installations may reach 15 GW, supported by deep-sea technology policies [2] - The European offshore wind installation target is set at 161 GW by 2030, indicating potential for increased orders from emerging markets in Asia, Africa, and Latin America [2] Apple Supply Chain - Core suppliers in the Apple supply chain, such as Lens Technology and Lianyi Intelligent Manufacturing, are expected to benefit from the launch of AI smartphones and foldable products in 2025 [3] - Despite recent trade tensions, the impact on core suppliers' performance is expected to be limited, with a projected compound annual growth rate of over 30% for the next two years [3] - Suppliers are also diversifying into emerging sectors like embodied robotics and AI glasses, which are crucial for the evolution of consumer electronics [3] Semiconductor Industry - Global semiconductor demand showed improvement in March, with growth in mobile devices, wearables, and AI servers [4] - Although supply remains relatively abundant, prices are beginning to rise, and the supply-demand balance is expected to improve in April [4] - The AI sector continues to attract significant investment and innovation, with a focus on domestic semiconductor equipment benefiting from the push for local alternatives [4] Infrastructure and Policy Developments - The Ministry of Transport and the National Development and Reform Commission are encouraging private enterprises to participate in new toll road projects through various investment methods [5] - A comprehensive water-saving policy framework is being established, aiming for a 10% reduction in water usage per unit of GDP by 2025 [5] - The Ministry of Commerce is facilitating foreign trade enterprises in expanding domestic sales channels, promoting integration of domestic and foreign trade [6] Film Industry - The National Film Administration indicated a potential reduction in the import of American films due to increased tariffs, reflecting a shift in audience sentiment [7] Capital Market Confidence - China Logistics Group expressed strong confidence in the long-term prospects of the Chinese capital market and plans to support listed companies through share buybacks and other measures [8] Corporate Actions - Daqin Railway announced that CITIC Financial Asset Management has increased its stake in the company, now holding 5% of its total shares [9]