马年首个交易日，A股喜迎"开门红"！2月24日，A股三大股指均高开超1%，开盘后保持震荡态势，创业板指一度涨超2%。截至收盘，上证综指、深证成 指、创业板指涨幅有所收窄，其中上证综指收涨0.87%。指数大涨之下，A股交投氛围火爆，沪深北三市当日合计成交额约2.22万亿元，较上一交易日出现 放量。此外，A股超4000只个股上涨，投资者赚钱效应明显。 交易行情显示，2月24日，A股三大股指集体大幅高开，开盘后震荡走高，不过之后三大股指有所回落。截至收盘，上证综指、深证成指、创业板指分别收 涨0.87%、1.36%、0.99%，分别报4117.41点、14291.57点、3308.26点。 盘面上，油气成为马年开年最强板块，当日油服工程板块领涨，板块内掀起涨停潮。其中，通源石油、潜能恒信"20cm"涨停，中油工程、中曼石油、准油 股份等多股涨停。具体来看，通源石油当日高开10.11%，开盘后公司股价迅速拉升，随后封上涨停板，截至收盘，通源石油收于涨停价12.82元/股。 国联民生研报显示，市场默认地缘事件已成为影响全球风险偏好的核心风向标，其对商品价格的脉冲式冲击尤为显著。 分析认为，当前市场担忧美伊冲突，影响霍尔 ...

Market Performance - On February 24, the first trading day of the Year of the Horse, A-shares experienced a strong opening with all three major indices rising collectively, with intraday gains exceeding 1% [1] - By the close, the Shanghai Composite Index rose by 0.87% to 4117.41 points, the Shenzhen Component Index increased by 1.36% to 14291.57 points, and the ChiNext Index gained 0.99% to 3308.26 points [1] Trading Volume and Capital Flow - A total of 3764 stocks rose, while 1344 stocks fell, and 82 stocks remained unchanged, with a total trading volume of 2.20 trillion yuan, an increase of approximately 219.84 billion yuan compared to the previous trading day [7] - The net outflow of major funds from the market was 3.178 billion yuan, with significant inflows into the electronics sector (5.550 billion yuan), non-ferrous metals (5.393 billion yuan), and communication equipment (4.873 billion yuan) [7] Notable Companies and Market Movements - Nine major companies with market capitalizations exceeding 100 billion yuan saw their stock prices rise by over 10%, including Sanhuan Group (16.21%), Runze Technology (13.46%), and Tianxue Communication (12.65%) [8] - Companies benefiting from the booming AI-driven industry chain opportunities during the holiday include Sanhuan Group, Runze Technology, Tianfu Communication, Changfei Optical Fiber, and others [8]

Group 1 - The core viewpoint of the news highlights the significant advancements in AI and robotics, particularly the emergence of humanoid robots and large models, marking a transition from concept to practical application in the industry [2] - The Zhongzheng AI Theme Index (930713) has shown a positive performance, with notable increases in constituent stocks such as Runze Technology (up 12.81%) and Beijing Junzheng (up 12.19%) [1] - The AI ETF (512930) has also experienced a slight increase of 0.13%, reflecting the overall positive sentiment in the AI sector [1] Group 2 - The Spring Festival Gala showcased several domestic humanoid robots, demonstrating their advanced motion control capabilities and real-world applications, which is expected to enhance public acceptance of these products [2] - The year 2026 is anticipated to be a pivotal year for the mass production and commercialization of humanoid robots, driven by continuous breakthroughs in core technologies [2] - The top ten weighted stocks in the Zhongzheng AI Theme Index account for 57.27% of the index, indicating a concentrated investment in key players within the AI sector [3]

Group 1 - The A-share market opened high on February 24, with significant gains in sectors such as precious metals, oil and gas energy, optical module CPO, PCB concepts, and port shipping [1] - The A500 Enhanced ETF and A500 ETF Fund saw increases of 1.63% and 1.38% respectively, indicating strong market performance [1] - Notable stocks included China Merchants Energy, which reached a new high, and several others like Runze Technology, Sanhuan Group, and Beijing Junzheng, which rose over 10% [1] Group 2 - The central bank has indicated a "flexible and efficient" approach to monetary policy, suggesting that tools like reserve requirement ratio cuts and interest rate reductions will be used based on economic conditions [1] - The focus on "efficiency" implies a need for effective and targeted policy measures to support economic growth while mitigating risks such as capital turnover and local government debt [1] - According to Industrial Securities, the A-share market has released some risk following adjustments in overseas assets, and a new upward trend is anticipated post-holiday [1] Group 3 - Dongfang Caifu Securities noted that the current micro liquidity environment and domestic policy expectations are favorable, suggesting a positive outlook for the spring market [2] - Historical seasonal effects indicate that the period between the Spring Festival and the National People's Congress is typically supportive of risk appetite, creating a favorable market environment [2] - The market's recent fluctuations are seen as creating space for the second phase of the spring rally, with growth/cyclical, small-cap, and high P/E ratio stocks expected to outperform [2]

截至2026年2月24日 11:13，创业板人工智能ETF南方(159382)上涨2.66%，盘中换手5.51%，成交1.26亿 元。跟踪指数创业板人工智能指数成分股润泽科技上涨15.23%，天孚通信上涨14.94%，北京君正上涨 14.34%，长芯博创，中际旭创等个股跟涨。 创业板人工智能ETF南方(159382)紧密跟踪创业板人工智能指数，创业板人工智能指数反映创业板人工 智能主题相关上市公司的股价变化情况。指数前十大权重股分别为中际旭创、新易盛、天孚通信、蓝色 光标、润泽科技、协创数据、北京君正、昆仑万维、同花顺、深信服。 创业板人工智能ETF南方(159382)，场外联接(A类：024725；C类：024726)。 消息面上，2026年春晚成为AI大厂竞逐超级入口的关键战场，字节跳动、阿里巴巴、腾讯、百度等头 部企业深度参与冠名、红包及技术支撑，将AI能力嵌入节目制作、实时互动与生活服务场景，旨在通 过国民级窗口教育用户、培养使用习惯。 开源证券认为，展望2026年，AI"虹吸效应"显著，全球AI或继续共振。海外方面，谷歌、Meta等巨头 不断上调AI资本开支指引，谷歌Gemini等大模型Tokens ...

春节后第一个交易日（2月24日）A股三大指数集体上涨，创业板指涨幅扩大至2%，，覆盖科创板+创 业板高成长龙头的硬科技宽基——双创龙头ETF（588330）涨势如虹，场内涨幅一度上探2.12%，现涨 1.8%，盘中收复5日、20日均线。 | | | | 分时 都日 1分 5分 15分 30分 60分 日 周 月 图序 | | | | | | F9 盘和盘后 露加 九刷 图线 工具 @ 2 > | | 双创龙头ETF O | | 588330 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 565305双创花头217J1100 6 0.962 图数 0.017(1.80%) 约价 0.955 域交量 3339 (OFV 0.9567 | | | | | 2026/02/24 | 0.962 | | +0.017 +1.80% | | | | | | | | | | | | | 552 CNY 112205 ID C | | 清除了解了 | | | | | | | ...

Core Viewpoint - The A-share market experienced a collective rise on the first trading day after the Spring Festival, with the ChiNext Index increasing by 2%, driven by strong performance in hard technology sectors and the Double Innovation Leader ETF (588330) showing significant gains [1][5]. Market Performance - On February 24, the A-share market saw all three major indices rise, with the ChiNext Index's gains reaching 2% and the Double Innovation Leader ETF (588330) peaking at a 2.12% increase during trading [1]. - The ETF's price rose by 1.8% during the session, recovering its 5-day and 20-day moving averages [1]. Sector Highlights - Leading stocks in the optical module sector surged, with Tianfu Communication rising over 14% to reach a historical high, while Zhongji Xuchuang and Xinyi Sheng increased by over 7% and 4%, respectively [1][3]. - Other notable performers included Runze Technology, which rose over 14%, and Sanhuan Group, which increased by over 12% [1][3]. Fund Inflows - The total inflow of new capital from public funds into the market exceeded 90 billion CNY, with a focus on technology growth sectors [3]. - CITIC Securities noted that the overall strong performance of global markets during the Spring Festival period contributed to a positive market sentiment in A-shares, suggesting a potential new upward trend [3]. ETF Performance - The Double Innovation Leader ETF (588330) has achieved a cumulative increase of 60.86% year-to-date, outperforming major indices such as the ChiNext 50 (57.45%) and the ChiNext Index (49.57%) [5]. - The ETF is designed to track a selection of 50 large-cap strategic emerging industry companies from the STAR Market and ChiNext, focusing on sectors like optical modules, semiconductors, and photovoltaic equipment [5]. Historical Trends - Historical data indicates that the probability of the Shanghai Composite Index and ChiNext Index rising on the first trading day after the Spring Festival is around 60% [4]. - Analysis from Zhongyuan Securities suggests that the market's upward trend is likely to continue in the following trading days, aligning with the "14th Five-Year Plan" and global monetary easing trends [4].

截至预案签署日，标的公司的审计和评估工作尚未完成，本次交易的具体交易价格尚未确定。标的 资产的交易价格将以符合《证券法》等相关法律法规要求的评估机构出具并经国有资产监督管理部门或 其授权机构备案（如需）的资产评估报告确定的评估结果为基础，由交易各方协商确定，并在重组报告 书中予以披露。 本次交易中，上市公司拟向不超过35名特定投资者发行股份募集配套资金，募集配套资金金额不超 过本次交易中上市公司以发行可转换公司债券购买资产的交易金额的100%，并且募集配套资金发行股 份数量不超过本次购买资产完成后上市公司总股本的30%。 募集配套资金拟用于标的公司项目建设、上市公司和标的公司补充流动资金或偿还债务、支付本次 交易相关费用等，募集配套资金具体用途及金额将在重组报告书中予以披露。本次募集配套资金以本次 购买资产的成功实施为前提，但本次购买资产不以本次募集配套资金的成功实施为前提，本次募集配套 资金最终成功与否不影响本次购买资产的实施。 本次交易预计不构成关联交易。本次交易对方为中金算力基金等12名投资者，与上市公司不存在关 联关系。根据交易方案，本次交易完成后，假设交易对方将其持有的上市公司可转换公司债券全部转为 ...

Core Viewpoint - The A-share market showed a positive trend today, with the Shanghai Composite Index rising by 1.00% and trading volume increasing significantly compared to the previous trading day [1] Industry Performance - The top-performing industries included: - **Petroleum and Petrochemicals**: Increased by 4.95%, with a trading volume of 175.48 billion yuan, up 107.67% from the previous day, led by Keli Co., which rose by 22.04% [1] - **Building Materials**: Gained 4.10%, with a trading volume of 178.07 billion yuan, up 28.68%, driven by International Composite Materials, which increased by 19.98% [1] - **Telecommunications**: Rose by 3.62%, with a trading volume of 956.26 billion yuan, up 39.82%, with Runze Technology leading at 13.57% [1] - The industries with the largest declines included: - **Media**: Decreased by 3.90%, with a trading volume of 580.85 billion yuan, led by Light Media, which fell by 19.99% [1] - **Computers**: Fell by 1.50%, with a trading volume of 984.63 billion yuan, with Keda Guochuang dropping by 15.32% [1] - **Retail**: Decreased by 1.19%, with a trading volume of 109.06 billion yuan, led by China Duty Free, which fell by 10.00% [1] Stock Performance - A total of 4,188 stocks rose, with 72 hitting the daily limit up, while 1,188 stocks fell, with 16 hitting the daily limit down [1]

据交易所数据显示，截至2月24日开盘一小时，主力资金流入前20的股票分别为： 中际旭创（16.27亿元）、 华工科技（11.88亿元）、 中国中铁（10.39亿 元）、 沪电股份（6.78亿元）、 湖南白银（6.73亿元）、 润泽科技（6.44亿元）、 协鑫集成（5.92亿元）、 再升科技（5.92亿元）、 天孚通信（5.87亿 元）、 保变电气（5.56亿元）、 中国船舶（5.50亿元）、 永鼎股份（5.40亿元）、 胜宏科技（5.20亿元）、 新易盛（4.34亿元）、 北京君正（4.15亿元）、 特变电工（4.06亿元）、 洲际油气（4.04亿元）、 金风科技（4.02亿元）、 太极实业（3.92亿元）、 深南电路（3.82亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 中际旭创 | 5.27 | 16.27亿元 | 通信 | | 华工科技 | 10 | 11.88亿元 | 机械设备 | | 中国中铁 | 10 | 10.39亿元 | 建筑装饰 | | 沪电股份 | 4.5 | 6.78亿元 | 电子 | | 湖南白银 ...