策 略 华福证券 本周行业政策聚焦于信息基建深化、AI融合赋能及重点领域规范调整。 工信部强调推进5G-A、万兆光网及算力设施建设，并联合多部门推动AI与服 务型制造融合，加强工业数据供给与场景应用；汽车领域更新了节能与新能 源汽车技术标准及车船税优惠目录；交通方面将对部分美国相关船舶征收特 别港务费；金融领域拟规范金融机构客户受益所有人识别管理；海南自贸港 则在旅游领域放宽外资准入，推动旅游业国际化。整体趋势表现为基础设施 持续升级、人工智能与产业深度融合、行业标准与时俱进，以及对外开放与 风险监管并重。 本周热门概念中，涨幅排名前十的为核电 (+6.90%)、工业气体 (+6.07%)、水泥制造精选 (+5.87%)、大基建央企 (+5.86%)、西部大基建 (+5.84%)、新疆振兴 (+5.78%)、培育钻石 (+5.51%)、超导 (+5.12%)、火 电 (+4.89%)、新疆自贸区 (+4.65%)。跌幅排名前十的为动力电池 (- 6.38%)、光模块(CPO) (-5.20%)、光伏逆变器 (-4.98%)、锂电正极 (- 4.77%)、锂电负极 (-4.76%)、短剧游戏 (-4.22%)、 ...

Market Overview - The A-share market showed a positive trend today, with major indices mostly rising. The Shanghai Composite Index increased by 0.72% to close at 3559.72 points, while the Shenzhen Component rose by 0.86% to 11007.49 points. The ChiNext Index saw a slight increase of 0.87%, closing at 2296.88 points. Overall, 4002 stocks rose, 1291 fell, and 121 remained unchanged, with a total trading volume of 17000 billion yuan, an increase of 1289.37 billion yuan compared to the previous trading day [1][2]. Industry Performance - Among the Shenwan first-level industries, all sectors except for banking, comprehensive, computer, and home appliances experienced gains today. The leading sectors included construction materials, construction decoration, steel, non-ferrous metals, basic chemicals, and coal [1]. - The top-performing concept sectors included cement manufacturing, water conservancy and hydropower construction, major infrastructure projects in the west, excavators, robotics, rare earths, and various infrastructure-related sectors [2].