万和证券：万和财富早班车-20250224

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]