三大指数呈现 "沪弱深强" 格局，截至收盘，沪指涨0.03%，深成指跌0.58%，创业板指跌0.68%，显示成长股内部存在分化。 市场热点较为杂乱，个股跌多涨少，全市场超3600只个股下跌。 两市合计成交 1.23 万亿元，较前一日放量 13%，创近两个月新高，放量未突破沪指 3320 点缺口压力位，显示多空分歧加 剧。 盘面上，银行股维持强势，工、农、中三大行续创历史新高。 电力股再度走强，华银电力等涨停。PEEK材料概念股集体大 涨，中欣氟材涨停 。下跌方面，次新股展开调整，港迪技术跌超10%。 0 1央行行长发表重磅讲话 今日，中国人民银行行长潘功胜23日在美国华盛顿特区出席二十国集团财长和央行行长会议时表示，当前全球经济充满不确定 性，经济碎片化和贸易紧张局势加剧，扰乱全球产业链供应链，引发金融市场动荡，削弱全球经济增长动能，各方应加强合 作，努力避免全球经济滑向"高摩擦、低信任"的轨道。贸易战、关税战没有赢家，单边主义、保护主义没有出路，不符合任何 一方利益。中国将坚持对外开放，坚定支持自由贸易规则和多边贸易体制，推进普惠包容的经济全球化，维护全球经济和金融 稳定。 当前，全球经济正经历三大结构性转 ...

Market Overview - The three major indices show a "weak Shanghai, strong Shenzhen" pattern, with the Shanghai Composite Index up 0.03%, while the Shenzhen Component Index and the ChiNext Index fell by 0.58% and 0.68% respectively, indicating internal differentiation among growth stocks [1] - The market is characterized by a chaotic focus, with over 3,600 stocks declining, and total trading volume reaching 1.23 trillion yuan, a 13% increase from the previous day, marking a two-month high [1] - Bank stocks remain strong, with the three major banks (Industrial, Agricultural, and China Construction Bank) reaching historical highs, while power stocks also show strength [1] Economic Insights - The Governor of the People's Bank of China, Pan Gongsheng, emphasized the uncertainties in the global economy, advocating for cooperation to avoid a "high-friction, low-trust" trajectory [2] - China aims to promote "inclusive and sustainable economic globalization" to enhance investor confidence and break the traditional "center-periphery" international division of labor [3] Electricity Consumption Trends - In March, the total electricity consumption reached 828.2 billion kWh, a year-on-year increase of 4.8% [4] - The summer peak electricity consumption is approaching, with expectations for April's year-on-year growth rate to remain between 4.5% and 5.5% [5] - The electricity sector is viewed as a stabilizing force in the national economy, with structural opportunities expected post-April due to energy transition and policy benefits [6] PEEK Material Market Dynamics - PEEK materials are gaining traction in the capital market due to their high performance and lightweight characteristics, with a market share dominated by a few global players [10] - The demand for PEEK is driven by its high-temperature resistance, lightweight properties, and biocompatibility, making it suitable for aerospace, automotive, and medical applications [11][12] - The Chinese government supports the PEEK industry through tax incentives and funding, enhancing domestic production capabilities [13] Industry Opportunities - The PEEK material market is projected to reach a global market size of $32 billion by 2027, with a compound annual growth rate of 28% [21] - Key players in the supply chain include upstream raw material producers like Zhongxin Fluorine Materials and midstream manufacturers like Water Holdings, which are positioned to benefit from rising raw material prices and increased production capacity [18][19] - Downstream applications are expanding rapidly, with companies like Weigao Orthopedics and DJI leveraging PEEK materials for innovative products [20]