昨日A股 8月11日，市场全天震荡走高，创业板指领涨，沪指、深成指盘中均再创年内新高。截至收盘，沪指涨 0.34%，深成指涨1.46%，创业板指涨1.96%。沪深两市全天成交额1.83万亿元，较上个交易日放量1167 亿元。 盘面上，市场热点良性轮动，个股涨多跌少，全市场超4100只个股上涨，逾百股涨超9%。从板块来 看，PEEK材料概念股再度爆发，算力硬件股震荡走强，锂矿股集体大涨。板块方面PEEK材料、锂矿、 CPO、PCB等板块涨幅居前，银行、黄金、影视、工程机械等板块跌幅居前。 | 名称 | 最新点位 | 涨幅 | | --- | --- | --- | | 上证指数 | 3647.55 | +12.42(0.34%) | | 深证指数 | 11291.43 | +162.76(1.46%) | | 创业板指 | 2379.82 | +45.86(1.96%) | | | 日期:8月11日 制图:21投资通 | | 隔夜外盘 纽约股市三大股指8月11日下跌。截至当天收盘，道琼斯工业平均指数比前一交易日下跌200.52点，收 于43975.09点，跌幅为0.45%；标准普尔500种股票指数下跌16点，收 ...

2025.08. 12 【今日推荐】 中美斯德哥尔摩经贸会谈联合声明 一、美国将继续修改2025年4月2日第14257号行政令中规定的对中国商品（包括香港特别行政区和 澳门特别行政区商品）加征从价关税的实施，自2025年8月12日起再次暂停实施24%的关税90天， 同时保留按该行政令规定对这些商品加征的剩余10%的关税。 二、中国将继续（一）修改税委会公告2025年第4号规定的对美国商品加征的从价关税的实施，自 2025年8月12日起再次暂停实施24%的关税90天，同时保留对这些商品加征的剩余10%的关税； 并（二）根据日内瓦联合声明的商定，采取或者维持必要措施，暂停或取消针对美国的非关税反制措 施。 特朗普称见普京将是一次"试探性会晤" 当地时间8月11日，美国总统特朗普在白宫记者会上谈及将与俄罗斯总统普京会晤一事，称这是一 次"试探性会晤"，他认为双方"将进行建设性对话"，他将"告诉普京结束战争"。特朗普表示，他将与 乌克兰总统泽连斯基通话，"下次会晤将与泽连斯基举行，或与普京和泽连斯基同时举行"，会晤后还 将与欧洲领导人通话。特朗普还称，俄罗斯和乌克兰都必须让出领土才能结束俄乌冲突。 中汽协发布数据，7 ...

【隔夜行情】 •周一（2025年8月11日），A股市场全天震荡走高，沪指再创新高，截至收盘，上证指数涨0.34%，深 证成指涨1.46%，创业板指涨1.96%；北证50涨1.18%。沪深两市成交额约18269.73亿元，较前一个交易 日放量约1167.46亿元。 •周一（2025年8月11日），港股三大指数早盘集体杀跌，恒指一度失守两万三大关，截止收盘，恒生指 数跌0.57%或131.8点，报23157.97点，全日成交额为1452.45亿港元；恒生国企指数跌0.86%，报8359.26 点；恒生科技指数跌0.7%，报5134.11点。 •周一（当地时间2025年8月11日），美股三大指数集体收跌，道指收复前一交易日的跌幅。截至收盘， 标准普尔500指数跌0.25%，报6373.45点；纳斯达克综合指数跌0.3%，报21385.4点；道琼斯工业平均指 数跌0.45%，报43975.09点。 新股上市： 广东建科，创业板证券代码301632，发行价格6.56元/股，发行市盈率26.48倍；公司的主营业务为建设 工程领域提供检验检测技术服务；覆盖房建、市政、交通、水利、环保、安全生产等多个检验检测业务 板块。通过 ...

第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 财政部发文，幼儿园大班免保教费补助资金管理细节敲定 近期国务院办公厅印发了《关于逐步推行免费学前教育的意见》，从今年秋季学期开始，对幼儿园大班儿童免 收一年保育教育费。8月11日，财政部、教育部公开了修订后的《支持学前教育发展资金管理办法》，第一财经 记者对比修订前后的《办法》发现，此次修订主要是落实上述《意见》，将幼儿园大班免保教费资金纳入中央 财政支持学前教育发展资金支持范围中，并明确这一资金申报、分配、监管等细节，以规范和加强支持学前教 育发展资金管理，提高资金使用效益。 多省市启动"苏超式"足球联赛 8月10日晚，又一场"苏超式"赛事——2025年河北省五人制足球超级联赛打响揭幕战，石家庄队在主场战胜张家 口队。"苏超"横空出世后的这个夏天，在促消费、扩内需的背景下，以业余球员、城市（城区）对抗、票根经 济、官方推动为关键词的一场场群众性体育赛事在全国接连开哨。就足球项目而言，2025年江西省城市足球超 级联赛（"赣超"）已至第五轮，"河北五超"会延续到明年4月，武汉城市足球超级联赛（"汉超"）、湖南省足球 联赛（"湘超"）也将在 ...

Group 1 - Luxshare Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with relevant intermediaries [4] - The world's first "pregnancy robot" prototype is expected to be launched within a year, priced under 100,000 yuan, designed to replicate the human pregnancy experience [5] - The animated film "Wang Wang Mountain Little Monster" has achieved a box office of over 574 million yuan, setting a record for domestic 2D animated films in China [10] Group 2 - The China Automobile Circulation Association reported a 2.17% year-on-year increase in used car transactions for the first seven months, with a total of 11.23 million vehicles traded [10] - Zhiyuan Robotics has secured a multi-million yuan order from Fulian Precision, marking a significant commercial milestone for industrial embodied robots [11] - The Beijing Economic and Technological Development Zone aims to produce 10,000 embodied intelligent robots by the end of 2027, supported by ten comprehensive measures [14] Group 3 - Dell has denied rumors regarding an "exit plan timeline," stating that the information circulating is false [20] - Tesla is set to release a significant update to its Full Self-Driving (FSD) software next month, promising major improvements in handling rare road conditions [20] - Apple is reportedly preparing to launch a new low-cost MacBook with an A18 Pro processor, aiming to disrupt the laptop market with a starting price between $599 and $699 [31]

（原标题：早知道：增值税法实施条例公开征求意见；杭州拟发布具身智能机器人产业发展条例） 人民财讯8月12目电，增值税法实施条例公开征求意见，对纳税人、征税范围等税制要素进行细化和明确；国新办将于8月15日就7月份国民经济运 行情况举行新闻发布会；中央结算公司：即目起不再要求境外央行类机构提供协议签署承诺书：7月我国新能源汽车出口同比增长1.2倍；杭州拟 发布具身智能机器人产业发展条例;美股集体收跌，道指跌0.45%。 相关ETF 食品饮料ETF (产品代码: 515170) 市盈率: 45.02倍 资金流向: 最新份额为53.7亿份,减少 了2.4亿份，主力资金净流 入2181.1万元。 ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌:1.94% 市盈率: 20.19倍 资金流向: 最新份额为60.1亿份,增加 了1200.0万份,主力资金净 流入2065.6万元。 估值分位:18.66% 游戏ETF (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌:6.24% 估值分位:66.63% 科创半导体ETF (产品代码: 588170) ★ 跟踪: 上证科创板半导体材料设备主题指数 近五日涨 ...

Group 1 - The core point of the article highlights the rapid growth and investment interest in the humanoid robotics industry, particularly focusing on Songyan Power, which has gained significant attention after its robot "Little Rascal" performed well in a marathon [1][2] - Songyan Power completed a series of financing rounds, raising several hundred million yuan in its A++ round led by Jinpu Investment, marking its sixth round of financing since its establishment [1][2] - The company has received over 2,000 commercial orders in the first half of the year, with a total contract value expected to exceed 100 million yuan, making it the second domestic humanoid robotics company to reach the "thousand-unit sales" milestone [2][6] Group 2 - The company aims to enhance its production and delivery capabilities, with a target of delivering 1,000 units next year, and has already delivered 105 units in July and aims for 200 in August [2][6] - Songyan Power focuses on applications in education, research, cultural tourism, and commercial performances, with a significant portion of orders coming from the education sector [2][6] - The CFO of Songyan Power indicated that the commercialization process for embodied intelligent robots may progress faster than that of autonomous driving due to the diverse application scenarios available [7][8] Group 3 - The company is considering expanding into overseas markets, which may offer higher profit margins compared to the domestic market, with plans to enter through an agency model [7] - The demand for humanoid robots in overseas markets is expected to align with domestic needs, particularly in education, research, cultural tourism, and commercial performances [7] - The company believes that resolving model and data issues within three to five years could lead to significant breakthroughs in the embodied intelligent robotics industry, similar to milestones seen in AI advancements [8]

Industry News - Hangzhou Municipal Justice Bureau is soliciting opinions on the draft regulations to promote the development of embodied intelligent robotics industry, emphasizing collaboration between enterprises, research institutions, and industry application units [4] - Chongqing Energy Bureau and the Central China Regulatory Bureau of the National Energy Administration issued implementation rules for distributed photovoltaic power generation, requiring a minimum self-consumption ratio of 20% for projects in urban areas and 40% for other areas [4] - India Airlines announced the suspension of flights between Delhi and Washington due to operational reasons starting September 1, 2025 [4] Company News - China Rare Earth Group stated that it has never cooperated or negotiated with any institutions regarding the so-called "Rare Earth Renminbi Stablecoin" [7] - Changan Automobile announced that all current directors and executives plan to increase their shareholdings, with each individual committing to invest no less than 300,000 RMB, totaling at least 5.7 million RMB [7] - Tian Shun Co. announced that it did not participate in the New Tibet Railway project [7] - Chengdu Huami announced the successful launch of ultra-low power RISC-V MCU [7] - Luxshare Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [7] - Beijing University Pharmaceutical announced the termination of its business cooperation with Peking University International Hospital, facing risks of a complete halt in its main business [7] - Changchun High-tech announced that its subsidiary's clinical trial application for Camycin has been approved, with no similar products currently on the market [7] - Shanghai Jian Ke announced that its director Chen Wei is under investigation for serious violations of discipline and law [7] - Fosun Pharma announced the granting of rights to develop, produce, and commercialize the in-development product XH-S004, potentially receiving up to 645 million USD in milestone payments [7] - Wahaha Group responded to reports of cutting off distributors with annual sales below 3 million, stating that the changes in its distributor system are based on market strategy and cooperation willingness, and are part of normal dynamic optimization [7]

Group 1 - The U.S. President Trump announced the direct federal control of the Washington D.C. police department and the deployment of the National Guard to restore law and order, declaring a public safety emergency in the district [15][15]. - The Chinese Rare Earth Group issued a statement denying any collaboration regarding a "Rare Earth Renminbi Stablecoin," labeling the information as malicious fabrication [15][15]. Group 2 - The U.S. stock market saw slight declines, with the Dow Jones down 0.45%, Nasdaq down 0.3%, and S&P 500 down 0.25%. Major tech stocks mostly fell, with Intel dropping over 3% and Tesla rising over 2% [4]. - International oil prices experienced a slight increase, with WTI crude oil rising 0.19% to $64.00 per barrel and Brent crude oil increasing 0.15% to $66.69 per barrel [5]. - The Chinese automotive industry reported production and sales exceeding 18.23 million units in the first seven months, with new energy vehicles accounting for 45% of total new car sales, reflecting a significant growth trend [10]. Group 3 - The Ministry of Finance and the State Taxation Administration of China are seeking public opinions on the implementation regulations of the Value-Added Tax Law, aiming to clarify definitions and taxpayer categories [7]. - The Chinese government is revising the management measures for funding support in preschool education to enhance fund utilization efficiency [8]. - The Central Securities Depository Company announced it will no longer require foreign central bank institutions to provide a signed commitment letter, simplifying the investment process for these entities [9]. Group 4 - Changan Automobile announced plans for its directors and senior management to collectively increase their holdings in the company, reflecting confidence in its future [18]. - Contemporary Amperex Technology Co., Ltd. (CATL) confirmed that the suspension of operations at its mining site was due to the expiration of its mining license, and it is currently applying for an extension [19]. - Huawei introduced the six-domain integration technology in its new vehicle model, aiming to enhance comfort and safety through advanced sensing capabilities [20]. Group 5 - Xiaomi faced controversy over requiring customers to pay the remaining balance on their vehicles before delivery, which has led to customer dissatisfaction [22]. - Wahaha Group responded to reports of cutting off low-performing distributors, stating that the changes are part of a normal market strategy [22]. - After the departure of a key figure, the stock price of Dongfang Zhenxuan surged over 240%, indicating a positive market response to the leadership change [23]. Group 6 - Zhiyuan announced the release of a new open-source visual reasoning model, GLM-4.5V, which aims to enhance performance in visual multi-modal tasks [24]. - Microsoft officially shut down its Bing Search API, signaling a shift in the search industry towards a more closed, AI-driven ecosystem [26]. - NVIDIA and AMD have reportedly agreed to pay 15% of their revenue from chips sold to China to the U.S. government in exchange for export licenses [28].

1 隔夜市场 美股三大指数小幅收跌，道指跌0.45%，纳指跌0.3%，标普500指数跌0.25%；大型科技股多数下跌，苹果、微软、英伟达、谷歌、亚马逊、Meta、AMD小 幅下跌；英特尔跌超3%，特斯拉涨超2%，日线录得四连涨；房利美涨超15%，房地美涨逾13%，均创2008年以来收盘新高。中概股多数下跌，纳斯达克中 国金龙指数跌0.29%；好未来跌逾3%，理想汽车跌近3%，百度、阿里巴巴跌超1%。 国际贵金属期货普遍收跌，COMEX黄金期货跌2.80%，报3393.7美元/盎司；COMEX白银期货跌2.33%，报37.645美元/盎司。 . 2025年8月 LT V 今日有1607亿元7天期逆回购到期 2 华为将于8月12日在2025金融AI推理 与发展论坛上发布Al推理领域的突破性打 3 2025年开放存储峰会将于8月12日至 4 美国7月CPI数据将公布 5 国内成品油8月12日24时开启新- 4分 4 酒类经营者注意！重磅新规即将出台 酒类流通行业即将迎来新一轮的规范升级。近日，中国酒业协会根据商务部相关行业标准项目计划，编制完成《酒类商品批发经营管理规范（征求意见 稿）》《酒类商品零售经营管理规范（ ...