1、行情 在海外市场周五大跌的背景下，今日A股并不受影响，反而继续韧性走强。 题材方面，军工板块开盘单边大涨，万泽股份2连板，航天电子、爱乐达（20CM）、国机精工、长城军工、利君股份、能科科技、科思科技 （20CM）、天箭科技、建设工业、兴图新科（20CM）、北方长龙（20CM）、恒宇信通（20CM）等先后涨停； 医药板块局部大涨，福元医药2连板，诚意药业、京新药业、联环药业、翰宇药业（20CM）、南模生物（20CM）、海辰药业（20CM）、西藏 药业涨停，广生堂、阳光诺和、赛伦生物、苑东生物等大涨； 人形机器人单边走强，日盈电子2连板，夏厦精密、浙江荣泰、五洲新春、天奇股份纷纷涨停，华锐精密、海昌新材、长盛轴承、汉威科技、申 昊科技等大涨； 此外，黄金、低代码概念、固态电池等均有局部大涨表现。 截至收盘，沪指、深成指、创业板指分别收涨0.66%、0.46%、0.5%，市场超3800股上涨，1300余股下跌。 值得一提的是，微盘股指数今日再度大涨，又一次刷新了历史新高！ 2、军工 此前反复蠢蠢欲动的军工板块，今日迎来了整体大涨行情。 万泽股份2连板，航天电子、爱乐达（20CM）、国机精工、长城军工、利君股份 ...

Group 1 - The core viewpoint is that the battery swapping concept stocks are experiencing a significant rise, with companies like Aotexun (002227) hitting the daily limit, while others such as Yonggui Electric (300351), Jicheng Electronics (002339), Kanshe Shares (603458), and Shenghong Shares (300693) also see substantial increases [1] - The National Development and Reform Commission, along with three other departments, has issued a notice to promote the scientific planning and construction of high-power charging facilities, emphasizing the need for timely upgrades and the integration of photovoltaic power generation and energy storage facilities [1] - There is a notable influx of dark pool funds into these stocks, indicating strong investor interest and potential for further price movements [1]

类型：市场 情绪影响：正面 虽然对特朗普政策的持续性仍有疑虑，但周三美股市场冲高回落后依然录得集体收涨。周三中概股依然 表现亮眼，纳斯达克中国金龙指数收涨 2.93%，阿里巴巴涨 2.67%。受市场情绪回暖影响，此前涨势如 虹的避险资产黄金大幅回调。 盘前要闻 1、白宫称特朗普打算豁免汽车制造商部分关税，包括对钢铝征收的关税 类型：行业 情绪影响：正面 有媒体称，特朗普打算豁免汽车零部件的部分关税，其中包括对进口钢铁和铝产品征收的关税。后另一 媒体称，白宫已向其证实，特朗普打算豁免汽车制造商部分关税。分析认为，这是特朗普在贸易战中的 又一次让步。 2、特朗普口风反转带动美股连续两日上涨，中国资产跑赢美股大盘 3、1.3万亿超长期特别国债今起发行，专家预计财政促消费政策力度将加大 类型：宏观 情绪影响：正面 根据财政部的安排，20 年期和 30 年期超长期特别国债将于 4 月 24 日首发，今年我国发行超长期特别 国债 1.3 万亿元，这比上年要增加 3000 亿元。具体投向上，8000 亿元用于更大力度支持 "两重" 项目， 5000 亿元用于加力扩围实施 "两新" 政策。专家预计接下来财政促消费政策力度会进 ...

Core Insights - The battery swapping concept saw a rise of 0.52% on April 2, with a net inflow of 206 million yuan from major funds, indicating positive investor sentiment in this sector [1] - Out of 45 stocks in this concept, 28 stocks increased while 17 stocks decreased, reflecting a generally favorable market condition [1] Company Summaries - **Beiqi Blue Valley (600733)**: Latest price at 8.77 yuan, with a rise of 0.69% and a net inflow of 108 million yuan, accounting for 6.3% of the total net inflow [2] - **Zhongheng Electric (002364)**: Latest price at 15.49 yuan, with a significant increase of 4.52% and a net inflow of 100 million yuan, representing 12.68% of the total net inflow [2] - **Tongyu Communication (002792)**: Latest price at 14.79 yuan, with a rise of 4.89% and a net inflow of 45.385 million yuan, making up 11.41% of the total net inflow [2] - **Tuobang Co., Ltd. (002139)**: Latest price at 15.09 yuan, with an increase of 2.31% and a net inflow of 44.045 million yuan, which is 9.15% of the total net inflow [2] - **Aima Technology (603529)**: Latest price at 46.97 yuan, with a rise of 1.45% and a net inflow of 27.336 million yuan, accounting for 14.52% of the total net inflow [2] - **Qianli Technology (601777)**: Latest price at 8.57 yuan, with an increase of 2.27% and a net inflow of 20.908 million yuan, representing 5.4% of the total net inflow [2] - **Shandong Weida (002026)**: Latest price at 11.7 yuan, with a rise of 4.46% and a net inflow of 18.459 million yuan, which is 5.0% of the total net inflow [2] - **Bohui Precision (688097)**: Latest price at 30.15 yuan, with an increase of 1.82% and a net inflow of 13.670 million yuan, accounting for 10.13% of the total net inflow [2] - **Guodian Nari (600406)**: Latest price at 21.9 yuan, with a slight decrease of 0.95% and a net inflow of 12.139 million yuan, representing 2.84% of the total net inflow [2] - **Jinguang Co., Ltd. (300510)**: Latest price at 4.39 yuan, with an increase of 1.62% and a net inflow of 6.782 million yuan, which is 4.57% of the total net inflow [2]