以下文章来源于36氪财经 ，作者丁卯 郑怀舟 36氪财经 . 36氪旗下官方账号。洞见市场，比99%的投资者更聪明。 政策定调进一步增强中国资产韧性。 文 ｜ 丁卯 编辑 ｜ 郑怀舟 来源｜ 36氪财经（ID：krfinance） 封面来源 ｜ 视觉中国 本周，在海外关税担忧继续缓解叠加央行超额续作MLF向市场注入中期流动性的双重利好下，市场整体处于快速波动后的弱平衡阶段，大盘延续了震荡反 弹走势。各宽基指数多数上涨，整体来看，小盘股和中盘股的修复略好于大盘股，但板块轮动和分化依旧加速。周内，主要宽基指数中，上证指数上涨 0.56%；深证成指上涨1.38%；创业板指上涨1.74%；中证1000上涨1.85%；中证2000上涨2.71%。 行业板块上，本周31个申万一级行业涨多跌少，其中24个实现上涨，7个出现下跌。涨幅排名前三为，汽车、美容护理、基础化工；涨幅排名落后的为食 品饮料、地产和煤炭。概念板块上，周内wind热门概念中表现较好的为PEEK材料、光通信、射频及天线等。 政策积极定调， 后续市场机会与风险并存 本周，中央政治局会议召开，明确提出了要"持续稳定和活跃资本市场"，而且周内央行加码MLF向市场 ...

截至4月24日收盘，天津自贸区概念上涨1.75%，位居概念板块涨幅第3，板块内，8股上涨，渤海化 学、天保基建等涨停，瑞普生物、海泰发展、友发集团等涨幅居前，分别上涨5.55%、2.36%、1.82%。 跌幅居前的有恒银科技、天津普林、桂发祥等，分别下跌3.12%、2.49%、1.99%。 今日涨跌幅居前的概念板块 资金流入比率方面，渤海化学、天保基建、金开新能等流入比率居前，主力资金净流入率分别为 31.95%、12.34%、10.93%。（数据宝） 天津自贸区概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000965 | 天保基 建 | 9.92 | 30.21 | 21121.26 | 12.34 | | 600800 | 渤海化 学 | 10.00 | 5.07 | 5606.50 | 31.95 | | 600821 | 金开新 能 | 1.08 | 1.22 | 1493.68 | 10.9 ...

截至4月24日收盘，阿尔茨海默概念上涨1.30%，位居概念板块涨幅第6，板块内，21股上涨，金凯生科 20%涨停，双成药业涨停，鲁抗医药、富士莱、东诚药业等涨幅居前，分别上涨3.95%、3.60%、 2.06%。跌幅居前的有诺唯赞、迪安诊断、华大基因等，分别下跌2.96%、2.68%、1.85%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.70 | 电子身份证 | -3.20 | | 丙烯酸 | 1.89 | 华为盘古 | -3.13 | | 天津自贸区 | 1.75 | 数字货币 | -3.10 | | 宠物经济 | 1.74 | 数据安全 | -3.07 | | 维生素 | 1.35 | 云办公 | -2.98 | | 阿尔茨海默概念 | 1.30 | 智谱AI | -2.98 | | NMN概念 | 1.22 | 数据确权 | -2.94 | | 人造肉 | 1.06 | 智慧政务 | -2.92 | | CRO概念 | 0.96 | 华为鲲鹏 | -2.92 | | 超超临 ...

截至4月24日收盘，PEEK材料概念上涨3.70%，位居概念板块涨幅第1，板块内，23股上涨，新瀚新材 20%涨停，中广核技、中欣氟材等涨停，富恒新材、中研股份、南京聚隆等涨幅居前，分别上涨 8.37%、6.68%、6.27%。跌幅居前的有道恩股份、天赐材料、超捷股份等，分别下跌0.88%、0.81%、 0.38%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.70 | 电子身份证 | -3.20 | | 丙烯酸 | 1.89 | 华为盘古 | -3.13 | | 天津自贸区 | 1.75 | 数字货币 | -3.10 | | 宠物经济 | 1.74 | 数据安全 | -3.07 | | 维生素 | 1.35 | 云办公 | -2.98 | | 阿尔茨海默概念 | 1.30 | 智谱AI | -2.98 | | NMN概念 | 1.22 | 数据确权 | -2.94 | | 人造肉 | 1.06 | 智慧政务 | -2.92 | | CRO概念 | 0.96 | 华为鲲鹏 | -2. ...

2025.04. 24 | 板块名称 | 涨幅 | 王力金额 | 板块名称 | 米喝合 | 一切金额 | | --- | --- | --- | --- | --- | --- | | PEEK材料 | +1.80% | -60377 | 新股与次新股 | -3.54% | -3.68 7. | | 电力 | +1.74% | +8.66 7. | 电子身份证 | -3.33% | -5.42 7 | | 美容护理 | +1.59% | +54187 | 华为盘古 | -3.25% | -7.02 Z | | 宠物经济 | +1.59% | +3.11 7. | 注册制次新股 | -3.17% | -3.68 Z | | NMN概念 | +1.22% | +2.36 7. | 通信服务 | -3.16% | -11.70 Z. | | 银行 | +1.06% | -3.27 7 | 软件开发 | -3.12% | -19.77 7 | | 保险 | +0.91% | +1.83 7. | 数据安全 | -3.10% | -29.95 7 | | 维牛麦 | +0.90% | +2.9617. | 科创次新股 ...

The provided content does not include any specific quantitative models or factors, nor does it provide details about their construction, evaluation, or backtesting results. The documents primarily focus on market performance, sector and concept index movements, market sentiment, capital flows, ETF premiums/discounts, block trading discounts, and institutional activity. These are descriptive analyses and statistics rather than quantitative models or factor-based methodologies. If you have another document or report that includes quantitative models or factors, please provide it for analysis

Market Performance - The CSI 1000 index performed well today, while the CSI 50 index declined by 0.15% and the CSI 300 index fell by 0.08%. The CSI 500 index increased by 0.11%, and the CSI 2000 index rose by 0.27% [6] - Among sector indices, the North Securities 50 index showed strong performance with a rise of 0.52%. The comprehensive finance, textile and apparel, communication, banking, and light industry manufacturing sectors performed well, with returns of 1.69%, 1.42%, 0.97%, 0.89%, and 0.56% respectively. Conversely, the defense, non-ferrous metals, electric utilities, steel, and pharmaceutical sectors underperformed, with returns of -1.53%, -0.83%, -0.71%, -0.59%, and -0.55% respectively [7] - Concept themes such as yellow wine, jewelry, home textiles, PEEK materials, and liquid metals performed well, with returns of 5.06%, 3.19%, 3.01%, 2.71%, and 2.00% respectively. In contrast, concepts like gold selection, aviation engines, photolithography machines, AVIC system, and oil and gas reform showed poor performance, with returns of -2.44%, -1.87%, -1.80%, -1.80%, and -1.73% respectively [8] Market Sentiment - At the market close, there were 48 stocks hitting the daily limit up and 19 stocks hitting the limit down. Stocks that hit the limit up yesterday had a closing return of 0.33%, while those that hit the limit down had a return of -3.54% today. The sealing rate today was 62%, unchanged from the previous day, while the consecutive sealing rate dropped by 14% to 12% [2][12][17] Market Capital Flow - As of April 1, 2025, the margin trading balance was 1.914 trillion yuan, with a financing balance of 1.9028 trillion yuan and a securities lending balance of 11.2 billion yuan. The margin trading balance accounted for 2.4% of the total market capitalization, and margin trading accounted for 8.8% of the market turnover [3][20][23] Premium and Discount - On April 1, 2025, the IoT ETF showed the highest premium at 3.15%, while the Sci-Tech Biomedicine ETF had the highest discount at 0.57%. The average discount rate for block trades over the past six months was 5.41%, with a discount rate of 4.29% on the same day [4][25][29] Institutional Attention and Rankings - In the past week, the stocks with the most institutional research were Sanhua Intelligent Control, Magmi Tech, Huayang Group, and others, with Sanhua Intelligent Control being researched by 409 institutions [5][33] - The stocks with the highest net inflow from institutional special seats on April 2, 2025, included Dongtu Technology, Qin Chuan Machine Tool, and others, while those with the highest net outflow included Hangfa Power, Rundu Shares, and others [37][40]