Core Viewpoint - The A-share market showed positive performance with the ChiNext Index rising by 1.65%, driven by strong military and related sectors [1] Market Performance - The three major indices opened lower but experienced upward movement, with the Shanghai Composite Index increasing by 0.28%, the Shenzhen Component Index rising by 0.93%, and the ChiNext Index up by 1.65% [1] - The total market turnover exceeded 1.3 trillion yuan, with over 3,800 stocks rising [1] Sector Highlights - The military concept sector continued to strengthen, with nearly 20 stocks hitting the daily limit, including AVIC Chengfei, which saw a 20% increase [1] - The copper cable high-speed connection concept also performed well, with WOLK's stock hitting the daily limit [1] - Other sectors with notable gains included aviation, communication equipment, general machinery, internet, heat pump concepts, CPO concepts, brain engineering concepts, and low-altitude economy concepts [1] - Conversely, the PEEK materials concept weakened, with Zhongxin Fluorine Materials hitting the daily limit down [1] - The seed industry and fertilizer concepts experienced the largest declines [1]

1、市场早间低开高走，创业板指盘中涨近2%。军工板块延续强势，金通灵、华伍股份、航天长峰、成 飞集成等十余股涨停。鸿蒙概念股表现活跃，网达软件、东方中科、东华软件等涨停。光伏板块集体反 弹，高测股份、星帅尔、汉钟精机涨停。算力硬件方向走强，沃尔核材涨停，新易盛涨超10%。下跌方 面，PEEK材料概念调整，中欣氟材跌停。个股涨多跌少，沪深京三市超3800股飘红，上午半天成交 8272亿。午间收盘沪指涨0.38%，深成指涨1.03%，创业板涨1.74%。 2、板块概念方面，军工、光伏、鸿蒙、AI应用等板块领涨；PEEK材料、农业、化工、航运港口等板 块下跌； 3、两市共3686只个股上涨，85只个股涨停；1247只个股下跌，5只个股跌停；16只股票炸板，炸板率 21%。 ...

Market Overview - A-shares opened lower on May 8, with the three major indices showing slight gains in early trading, particularly the ChiNext index which turned positive [1] - The Shanghai Composite Index rose by 0.12% to 3346.55, the Shenzhen Component Index increased by 0.34% to 10138.42, and the ChiNext Index gained 0.81% to 2012.72 [1] - Hong Kong stocks also saw a rise, with the Hang Seng Index up 0.24% to 22746.39 and the Hang Seng Tech Index up 0.22% to 5211.26 [2][3] Bond Market - The bond market showed positive movement, with the 30-year treasury futures contract rising by 0.26%, the 10-year contract up by 0.17%, the 5-year contract increasing by 0.12%, and the 2-year contract gaining 0.03% [4][10] Policy Support - A recent press conference highlighted a "package of financial policies" aimed at stabilizing the market and expectations, focusing on both supply and demand in the real estate sector [4] - The policies aim to lower housing costs to stimulate demand and optimize the balance sheets of real estate companies, while also enhancing the resilience of the stock market through increased capital inflow and institutional reforms [4] Company Highlights - "Hushang Ayi" (沪上阿姨) had a strong debut, opening nearly 70% higher and maintaining over a 50% increase at the time of reporting [5] - The CPO concept stocks saw significant gains, with companies like Xinyi Sheng (新易盛) and Zhongji Xuchuang (中际旭创) both rising over 5% [7][8] - Conversely, PEEK material concept stocks experienced a sharp decline, with companies like Zhongxin Fluorine Materials (中欣氟材) hitting the limit down and others like Xinhang New Materials (新瀚新材) dropping over 9% [9]

Group 1 - A-shares opened lower with the Shanghai Composite Index down 0.34% and the ChiNext Index down 0.12%, with sectors like PEEK materials, grain concepts, and automotive dismantling leading the declines [1] - CITIC Securities forecasts that A-shares will continue to show a warming risk appetite and thematic rotation in May, driven by low institutional holdings in thematic trading opportunities [1] - The report highlights three enduring trends: the enhancement of China's independent technological capabilities, Europe's reconstruction of autonomous defense and energy infrastructure, and China's push for a "dual circulation" strategy to stimulate domestic demand [1] Group 2 - CITIC Jiantou notes that the recent financial policy package is expected to improve economic expectations, with macroeconomic indicators gradually recovering [2] - The banking sector is currently characterized by strong policy expectations but weak fundamentals, with hopes for substantial improvement in the banking sector's fundamentals following the financial policy's impact [2] - The report emphasizes a focus on dividend yield strategies represented by state-owned banks, driven by a demand for safety and high confidence in investment [2]

各位股民朋友注意了！ 随着人形机器人和飞行车汽车进入量产！这一领域即将迎来史无前例的爆发！ 它就是是人形机器人+低空经济的减肥药——PEEK材料 PEEK被誉为"塑料之王"，广泛应用于航空航天、新能源汽车、机器人、飞行汽车、医疗、半导体等行 业。 PEEK材料这种"黑科技"材料仅需5-10kg就能让机器人减重30%，国产价格比国际低40%，可谓是人形机 器人、飞行汽车等 近期PEEK材料概念持续走强，受到资金的强势抢筹，4月9日以来概念指数涨超25%。中欣氟材更是走 出了3连板的走势。 而引发资金爆炒的还说飞行汽车、人形机器人即将进入量产带来的需求大增的预期。 马斯克称，预计2025年将在工厂部署数千个擎天柱，目标是到2029-2030年实现年产百万台。 小鹏汽车携人形机器人IRON现身上海车展，目标是2026年实现规模化工业量产； 这直接引爆了PEEK材料，从"小众题材"变成"资本的宠儿"。 从产业链角度来看，PEEK材料主要受益方上游原材料和中游制造研发，PEEK上游原材料主要包括氟 酮、对苯二酚、二苯砜、碳酸钠等 随着新能源汽车、机器人、半导体等行业的迅猛发展，对PEEK材料的需求激增。沙利文咨询预测， ...

| 30 日 | | --- | | 4 月 | | 年 | | 2025 | 期指：关注今日 PMI 数据 金 融 期 货 研 究 | maolei@gtht.com | | --- | | 毛磊 投资咨询从业资格号：Z0011222 | 【期指期现数据跟踪】 期指数据 | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 沪深300 | 3775.08 | ↓0.17 | | 1974.6 | | | | | | IF2505 | 3757.8 | ↓0.21 | -17.28 | 202.9 | 17994 | ↓4363 | 46271 | ↓3286 | | IF2506 | 3724.8 | ↓0.21 | -50.28 | 419.9 | 37569 | ↓533 | 134140 | ↓200 | | IF2509 | 3670 | ↓0.15 | -105.08 | 66.5 | 6039 | ↓207 | 54843 | ...

1、行情 业绩增长股表现亮眼，渝三峡A、鸿博股份3连板，华阳新材2连板，今创集团、道道全、申科股份、得润电子、蓝帆医疗、博创科技 （20CM）、奥拓电子、精进电动、柳钢股份、三孚股份、利欧股份等先后涨停； 此外，人形机器人、AI医疗、化妆品等有局部强势表现，此前强势的电力板块大幅回落，ST板块持续大跌。 截至收盘，沪指、深成指双双微跌0.05%，创业板微跌0.13%，市场超3500股上涨，1600余股下跌，两市成交量依旧保持在万亿级别。 2、ST板块 随着年报的正式发布，多只公司披星戴帽。 复牌后基本都是一字跌停，早带帽的一批公司有不少都是连续一字跌停下来。 另外，昨日还有多只发布年报后今天停牌的ST股，将于明天复牌，进一步壮大ST板块对于跌停板的"霸榜"。 今日有34只ST股吞下跌停，其中比较有知名的有宝塔实业、川大智胜、赛为智能、返利科技、岩石股份等，还包括了18年的超级大牛股——恒 立实业。 又是令人昏昏欲睡的一天。 题材方面，PEEK材料概念大涨，中欣氟材、聚赛龙（20CM）、新瀚新材（20CM）、大洋生物先后涨停，富恒新材、中研股份、华密新材、 同益股份、沃特股份等集体大涨； 其中，短期跌幅最大的当 ...

大家好，一起来回顾下今天市场发生了什么事情。 A股窄幅震荡 4月29日，A股窄幅震荡，截至收盘，沪指下跌0.05%，深成指下跌0.05%，创业板指下跌0.13%。 个股涨多跌少，有3557只个股上涨，73只个股涨停，1674只个股下跌。 PEEK材料概念股大涨，聚赛龙、新瀚新材、中欣氟材等涨停。 下跌方面，电力板块出现回调，韶能股份、乐山电力、西昌电力、广西能源等个股跌停。 | < V | | 电力 (申万) | ri Q | | --- | --- | --- | --- | | | 3128.03 -1.91% | | | | 成份股 | 资讯 | 公告 | 研报 | | 名称 | 最新 | 涨幅 ↑ | 涨跌 | | 韶能股份 | 6.17 | -10.06% | -0.69 | | 000601 | | | | | 乐山电力 | 12.15 | -10.00% | -1.35 | | 600644 | | | | | 西昌电力 | 17.14 | -9.98% | -1.90 | | 600505 | | | | | 广西能源 | 4.62 | -9.94% | -0.51 | | 600310 | ...

2025.04. 29 具体来看，PEEK材料概念持续爆发，聚赛龙、新瀚新材、中欣氟材涨停，中研股份、同益股份、会 通股份等跟涨。 电力股全线调整，韶能股份、乐山电力、西昌电力等多股跌停。 【资金流向】 作者 | 一财资讯 4月29日，A股三大指数窄幅震荡，截至收盘，上证指数跌0.05%，深证成指跌0.05%，创业板指跌 0.13%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Vinglar | 3286.65 | -1.76 | -0.05% | | 399001 | 深证成指 | mpm | 9849.80 | -5.39 | -0.05% | | 399006 | 创业板指 | my | 1931.94 | -2.52 | -0.13% | 盘面上，电力股大幅调整；大消费走弱，零售、白酒、旅游跌幅靠前，统一大市场、离境退税题材下 跌。PEEK材料、宠物经济、化学环保、算力、人形机器人概念股活跃。全市场超3500只个股上涨。 主力资金全天净流入机械设备、计算机、基础化工 ...

Market Overview - The A-share market experienced narrow fluctuations on April 29, with the Shanghai Composite Index down 0.05%, the Shenzhen Component Index down 0.05%, and the ChiNext Index down 0.13% [1][2]. Sector Performance - Significant adjustments were observed in the electric power sector, with multiple stocks such as Shaoneng Co., Leshan Electric Power, and Xichang Electric Power hitting the daily limit down [4]. - The consumer sector showed weakness, particularly in retail, liquor, and tourism, which saw the largest declines [1][2]. - Active sectors included PEEK materials, pet economy, chemical environmental protection, computing power, and humanoid robot concept stocks [1][3]. Capital Flow - Main capital inflows were noted in machinery, computer, and basic chemical sectors, while public utilities, non-bank financials, and oil & petrochemicals experienced net outflows [5]. - Specific stocks that attracted net inflows included Lioo Co. (8.81 billion), Zhaoyi Innovation (6.05 billion), and Sichuan Changhong (4.27 billion) [5]. - Conversely, stocks such as BYD, Shenghong Technology, and Magmi Tech faced net sell-offs of 4.07 billion, 3.89 billion, and 3.74 billion respectively [6]. Institutional Insights - CITIC Securities highlighted the short-term activity in the robotics sector while focusing on industry leaders for long-term investments [7]. - Shenwan Hongyuan noted that the market is in a weak consolidation phase, awaiting performance reports, while Zhongtai Securities suggested that individual stock uncertainties will decrease as annual and quarterly reports are released [8].