国新证券股份：每日晨报-20250319

Domestic Market Overview - The domestic market experienced a strong increase with both volume and price rising. The Shanghai Composite Index closed at 3419.56 points, up 1.81%, while the Shenzhen Component Index closed at 10978.3 points, up 2.26%. The ChiNext Index rose by 2.8%, and the total trading volume of the A-shares reached 18409 billion, significantly higher than the previous day [1][4][7]. - Among the 30 first-level industries, 28 saw gains, with food and beverage, comprehensive finance, and non-bank financial sectors leading the increases. Only coal and steel sectors experienced slight declines. The concepts of dairy, three-child policy, and selected insurance indices performed actively [1][4][7]. Overseas Market Overview - The three major U.S. stock indices all closed higher, with the Dow Jones up 1.65%, the S&P 500 up 2.13%, and the Nasdaq up 2.61%. Nvidia rose over 5%, leading the Dow, while Tesla and Facebook also saw significant gains [2][4]. News Highlights - The Central Committee of the Communist Party of China and the State Council issued the "Special Action Plan to Boost Consumption," which aims to stabilize the stock market and enhance consumer confidence through various measures [3][15][16]. - The 2025 CCTV "3.15" Gala exposed multiple industry irregularities, including issues with sanitary products and high-interest loans [5][27]. - Significant financial data for February was released, showing a 6.14 trillion yuan increase in RMB loans and a total social financing scale increase of 9.29 trillion yuan [28][29][30].