北交所市场点评 -- 20250717 · 核心结论 行情回顾:1)指数层面:7月17北证A股成交金额达211.6亿元,较上一 交易日增加 12.8 亿元,北证 50 指数收盘价为 1428.1 上涨 0.9%. PE TTM 为 67.79 倍。北证专精特新指数收盘价为 2438.2,上涨 0.8%;2)个股层 面:当日北交所 268 家公司中 140 家上涨, 11 家平盘, 117 家下跌。其中 涨幅前五的个股分别为:慧为智能(14.8%)、宏裕包材(11.8%)、佳合 科技(10.8%)、广信科技(9.8%)、五新隧装(8.7%);跌幅前五的个股 分别为:广咨国际(-7.3%)、云创数据(-6.3%)、奔朗新材(-4.8%)、 方盛股份(-3.5%)、泰鹏智能(-3.3%)。 分析师 曹森元 S0800524100001 19821289688 caosenvuan@research.xbmail.com.cn 相关研究 北交所:缩量震荡,关注电力负荷创新高、城 市更新、人形机器人等一北交所市场点评 20250716 2025-07-17 ERN DE STIFF 行业日报 | 北交所 温和上涨,中报 ...

在7月18日举行的国新办新闻发布会上，工业和信息化部总工程师谢少锋介绍，持续培育发展动能，下 一步要组织实施国家科技重大专项和国家重点研发计划，开展专项行动，培育新产业（300832）、打造 新动能，加快发展生物制造、低空产业。推动人形机器人、元宇宙、脑机接口等未来产业创新发展，超 前布局新领域新赛道。(新华财经) ...

最近，全球资本市场掀起新一轮上攻，黄金则高位震荡。A股和港股下半年一开盘就连拉阳线，投资者 风险偏好明显抬升。核心催化是美联储9月首降预期陡升——特朗普公开给鲍威尔"下课"倒计时，逼宫 式降息呼之欲出；鲍威尔若仍坚持不降息，白宫可能直接换人。历史经验显示，只要降息一落地，权益 资产和黄金都将获得流动性加持。不过金价年内已大涨，短期回落风险需警惕；若快速回调，反而是上 车良机。长期看，美元越印越多，金价水涨船高，5000甚至1万美元/盎司只是时间问题，数字黄金比特 币的同步飙升亦从侧面印证美元信用下滑。 A股突破3500点后士气大振，下半年有望挑战去年10月8日3700点阶段高点并继续拓展空间。港股节奏 略慢，但恒生指数已逼近25000点大关，南下资金与海外资金同步回流。港股仍是全球估值洼地，叠加 政策托底，一批A股蓝筹今年密集赴港二次上市，优质资产供给大增，吸引更多资金配置——好公司才 是吸金王道，而非简单抽血。 宏观层面，物价刚由负转正，离2%目标尚有距离；以旧换新商品销量大增逾三成，传统消费却依旧低 迷。中央反复强调"稳住楼市、股市"，通过资本市场造富效应提升居民收入与消费信心，是当前拉动经 济的最优解。 ...

智通财经7月18日电，国新办新闻发布会举行，工业和信息化部有关负责人介绍，今年上半年，我国创 新应用成果加速落地，自主研制的大型水陆两栖灭火飞机AG600，获颁中国民航局型号合格证与生产许 可证。人形机器人训练场和数据集落地运营，开源550多万条训练数据，加快在多领域下应用，工业机 器人、服务机器人产量同比分别增长35.6%和25.5%。 我国开源550万条人形机器人训练数据 ...

A股三大指数震荡走高，截至收盘，沪指涨0.50%，深成指涨0.37%，创业板指涨0.34%，北证50指数跌0.67%，沪深京三市成交额 15933亿元，较上日放量330亿元。两市超2600只个股上涨。 板块题材上，稀土、锂矿走高、大飞机、电力板块午盘后走强。游戏、 光伏板块全天低位震荡。 盘面上，稀土板块走高， 久吾高科（300631）20CM涨停，东方锆业（002167）、华宏科技（002645）等涨 停封板。锂矿板块走高，富淼科技20CM涨停，盛新锂能（002240）、金圆股份（000546）涨停封板。大飞机板块午盘后走强，航天 动力（600343）涨停封板。电力板块探底回升，闽东电力（000993）涨停封板。游戏板块全天低位震荡，ST华通（002602）封跌停 板。光伏板块冲高回落，亚玛顿（002623）封跌停板。 涨停天梯榜： 最强风口榜： NO.1 【专精特新】 板块内10家涨停，2只连板股，最高连板数为3天3板，涨停股代表：海星股份、北化股份。 NO.2 【机器人概念】 板块内9家涨停，4只连板股，最高连板数为8天8板，涨停股代表：上纬新材、延华智能。 【8连板】 上纬新材。 NO.3 【节能环保 ...

Group 1 - Jiangsu's A-share market performance remains strong, with the number of companies reaching a market value of over 100 billion yuan hitting a new high, totaling 10 companies as of July 18 [1] - Among the recent breakthroughs, Dongshan Precision, Yanghe Brewery, Huitian Technology, and Hengli Hydraulic have all crossed the 100 billion yuan market cap threshold [3] - Dongshan Precision achieved a stock price of 55.31 yuan on July 17, resulting in a total market value of 101.3 billion yuan [3] Group 2 - Dongshan Precision has established three core business segments: electronic circuits, optoelectronic displays, and precision manufacturing, with significant competitive advantages in the electronic circuit sector [4] - Huitian Technology's stock price rose by 8.59% on July 17, bringing its market value to 102.2 billion yuan, with an expected net profit of 1.65 billion to 1.75 billion yuan for the first half of 2025, marking a year-on-year growth of 44.63% to 53.40% [4] - Hengli Hydraulic's stock price has nearly doubled since January, driven by the humanoid robot concept, with its linear actuator project entering mass production [4] Group 3 - The 10 companies in Jiangsu's 100 billion yuan market cap club span multiple key industries, including one liquor company, two pharmaceutical firms, three financial institutions, and four high-end manufacturing companies [5] - Yanghe Brewery, a well-known liquor company, has recently re-entered the 100 billion yuan market cap club, focusing on its core product lines [5] - The Jiangsu Securities Regulatory Bureau's 2021 action plan aims for 15 companies to reach a market cap of 100 billion yuan by 2025, with current progress indicating a positive growth trend [5]

中泰证券表示，车和机器人在产业链和技术方面具备高度同源性，年度预计60-70%的主流上市汽零将 涉足机器人【4个阶段，转型意愿→收购→送样→获订单】。坚定看好机器人板块迎国内外政策共振 +巨头共振+产业加速的投资机会，是下一轮汽车产业链格局重塑的重要驱动和超级行情的推手。 今日截至14:04，机器人ETF（562500）下跌0.46%，盘面在零轴下方小幅震荡，向下有支撑。成分股方 面，中大力德、巨轮智能涨幅超3%；瀚川智能领跌3.49%，晶品特装、景业智能、新时达等跌幅超 2%。流动性方面，机器人ETF盘中换手4.74%，成交总额达7.40亿元，延续稳健风格。 机器人ETF（562500）是全市场唯一规模超百亿的机器人主题ETF，成分股覆盖人形机器人、工业机器 人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏中证机 器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 消息方面，智元机器人将携手德马科技，在2025世界人工智能大会（WAIC）智元机器人展台展示世界 首个真正数据驱动的具身智能机器人物流作业，包括仓储、分拣等环节，以此强调数 ...

Group 1 - The long-term outlook for China's technology industry indicates a continuous rise in the premium center, with significant excess returns for Hong Kong stocks in the technology sector over the past 20 years [1] - The technology sector in Hong Kong has shown high elasticity and sustainability during various market cycles, with each increase in technology premium closely linked to industrial transformations, typically occurring in approximately five-year cycles [1] - Core industries within the technology sector are entering a localization phase, with new productive industries such as artificial intelligence, humanoid robots, and low-altitude economy receiving policy support [1] Group 2 - The Hong Kong Technology ETF (code: 513020) tracks the Hong Kong Stock Connect Technology Index (code: 931573), which is compiled by China Securities Index Company and selects up to 50 high-quality companies from the technology sector listed within the Stock Connect range [1] - This index aims to comprehensively reflect the overall performance of securities from technology companies that can be invested in through the Stock Connect channel, with constituent stocks showing significant growth potential and market volatility characteristics [1] - Investors without stock accounts can consider the Cathay China Securities Hong Kong Stock Connect Technology ETF Initiated Link C (015740) and Link A (015739) [1]

Core Viewpoint - The 2025 Global MedTech Top 100 (GMT100) list highlights the dominance of major players in the medical technology industry while showcasing the rise of Chinese and Asia-Pacific companies in the global market [3][4][5]. Global Overview - The top 10 companies continue to dominate the market, with Medtronic leading at a revenue of 239.45 billion RMB for 2024. The total revenue of the top 10 exceeds 1.6 trillion RMB, accounting for over 60% of the total revenue of the list [5][14]. - The list reflects a "pyramid" structure in the medical technology industry, where smaller companies focus on niche markets but show significant innovation and growth potential [10][11]. Regional Distribution - North American companies hold a significant share of the list, with the top 10 generating over 16 trillion RMB in revenue. Asian companies, particularly from China, are increasingly making their presence felt [11][14]. - Chinese companies have shown remarkable performance, with 12 firms making it to the top 100, collectively generating over 200 billion RMB in revenue for 2024, marking a further increase from the previous year [4][14]. Industry Concentration and Future Outlook - The medical technology industry exhibits a "Matthew Effect," where the top 10 companies control over 60% of the market share, while emerging companies challenge traditional players with innovative technologies [13][14]. - The future of the industry is expected to witness significant technological changes and market reshuffling, with the GMT100 serving as a record of these developments [13][14].

上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到 先得！ 7月18日早 盘，A股三大指数集体高开， 创业板指一度涨逾1%。 截至发稿，沪指涨0. 28 %，深成指涨0. 28 %，创业板指涨0. 43 %。 板块方面，锂矿、稀土、多元金融等板块涨幅居前，而汽车零部件、零售、摩托车等板块震 荡调整。 | 样士 | 稀有全属 | 稀土永磁 | 锂矿 | 點開提經 | 多元全融 | ■本全属 | 芸会属 | 化肥农药 | 煤炭 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 5.29% | 3.46% | 3.29% | 3.04% | 2.77% | 2.16% | 2.05% | 2.01% | 1.43% | 1.31% | | 小会属 2.58% | Kimi 1.96% | 固态电池 1.68% | 积出中継碎 1.59% | 保险 1.49% | 保 1.25% | 化工原料 1.19% | 石油化工 1.05% | 湘 1.03% | 教育 0.98% | | 汽车配件 -0. ...