证券研究报告 | 策略点评 2026 年 03 月 24 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20260324 今日关注 板块涨跌情况：今日涨幅靠前的概念板块为高送转、最小市值、覆铜板、锂 矿、水电、火电、CRO、城投概念股、盐湖提锂、节能环保、西藏振兴、创业 板低价股、冰雪旅游、新型城镇化、医疗物资出口。 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 6 | 一、市场回顾 | 3 | | --- | --- | | 二、风险提示 | 4 | 指数涨跌情况：今日 A 股主要指数全数上涨。截止收盘，沪指涨 1.78%，收报 3881.28 点；深证成指涨 1.43%，收报 13536.56 点；科创 50 涨 2.33%，收报 1290.79 点；创业板指涨 0.50%，收报 3251.55 点。总体上，全天个股涨多跌 少，Wind 数据显示，全市场 5135 只个股上涨，328 只个股下跌，26 只个股收 平。沪深两市今日成交额合计 208 ...

Market Overview - The A-share market showed an overall increase today, with the Shanghai Composite Index rising by 0.36% to close at 3890.45 points, the Shenzhen Component Index increasing by 0.66% to 13140.21 points, and the ChiNext Index up by 0.49% to 3122.24 points. The total trading volume in the Shanghai and Shenzhen markets reached 17259 billion, an increase of 704 billion compared to the previous trading day [1][2]. Industry Performance - Among the primary industries, retail, comprehensive services, light manufacturing, environmental protection, social services, and real estate sectors led the gains, with increases of 3.66%, 2.22%, 2.17%, 2.06%, 2.03%, and 2.01% respectively. Conversely, the banking, coal, and electronics sectors experienced declines of 0.44%, 0.29%, and 0.29% respectively [1][2]. Concept Sector Performance - The concept sectors that saw the highest gains today included Hainan Free Trade Port, dairy industry, nuclear fusion, three-child policy, cross-strait integration, rare earth permanent magnets, nuclear power, initial public offerings, lithium mining, cross-border e-commerce, duty-free shops, anti-tariff, superconductors, minimum market value, and primary real estate developers. In contrast, sectors such as optical modules, photolithography machines, GPUs, semiconductor silicon wafers, memory, copper-clad laminates, and optical chips experienced pullbacks [2].