证券研究报告·黑龙江省资本市场跟踪报告 2026 年 3 月 2 日 江海证券研究发展部 执业证书编号：S1410524040001 1. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— （2026.1.18-2026.1.31) – 2026.02.03 2. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— （2026.1.4-2026.1.17) – 2026.01.19 3. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— （2025.12.21-2026.1.3) – 2026.01.05 4. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— （2025.12.7-2025.12.20）– 2025.12.22 5. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— （2025.11.23-2025.12.6) – 2025.12.08 机械军工行业研究组 黑龙江省资本市场跟踪双周报 — — 入增长 5.7%，全体居民人均可支配收入增长 5.1%。细分来看，全省在促进潜在 内需释放、科技创新成果转化、重点产业提质升级、农业现 ...

证券之星消息，2月27日，生物经济（970038）指数报收于2178.02点，跌0.57%，成交7.9亿元，换手率 0.06%。当日该指数成份股中，上涨的有33家，英科医疗以5.08%的涨幅领涨，下跌的有12家，长春高 新以2.77%的跌幅领跌。 资金流向方面，生物经济（970038）指数成份股当日主力资金净流出合计2.53亿元，游资资金净流出合 计2.08亿元，散户资金净流入合计4.61亿元。成份股资金流向详情见下表： 生物经济（970038）指数十大成份股详情如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Viewpoint - The Biotech Index (970038) closed at 2196.51 points, up 0.05%, with a trading volume of 15.75 billion yuan and a turnover rate of 1.32% [1] Group 1: Index Performance - On the day, 20 stocks in the Biotech Index rose, with Furuimei leading at a 4.45% increase, while 28 stocks fell, with Aimeike leading the decline at 2.87% [1] - The net outflow of main funds from the Biotech Index constituents totaled 327 million yuan, while retail funds saw a net inflow of 162 million yuan [1] Group 2: Top Constituents - The top ten constituents of the Biotech Index include: - Mindray Medical (sz300760) with a weight of 13.73%, latest price of 190.36 yuan, and a market cap of 230.8 billion yuan [1] - Deep Technology (sz000021) with a weight of 5.05%, latest price of 28.69 yuan, and a market cap of 45.09 billion yuan [1] - Tigermed (sz300347) with a weight of 4.85%, latest price of 66.60 yuan, and a market cap of 57.34 billion yuan [1] - Other notable constituents include Changchun High-tech, Kanglong Chemical, and Yuyue Medical, all within the biotech sector [1] Group 3: Fund Flow Details - Detailed fund flow for selected stocks shows: - Kanglong Chemical (300759) had a main fund inflow of 10.6 million yuan, but retail funds saw a net outflow of 87.37 million yuan [2] - Furuimei (300049) experienced a main fund inflow of 63.48 million yuan, while retail funds had a net outflow of 64.28 million yuan [2] - Mindray Medical (300760) had a main fund inflow of 45.80 million yuan, with retail funds also experiencing a net outflow [2]

资金流向方面，生物经济（970038）指数成份股当日主力资金净流出合计4.27亿元，游资资金净流入合 计3.3亿元，散户资金净流入合计9697.8万元。成份股资金流向详情见下表： 证券之星消息，2月5日，生物经济（970038）指数报收于2186.95点，跌0.46%，成交194.76亿元，换手 率1.85%。当日该指数成份股中，上涨的有15家，华兰疫苗以4.37%的涨幅领涨，下跌的有34家，迪安 诊断以3.56%的跌幅领跌。 生物经济（970038）指数十大成份股详情如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The core index of the biotechnology sector, the Biotechnology Index (970038), closed at 2197.03 points, reflecting a 0.91% increase with a trading volume of 21.69 billion and a turnover rate of 2.07% [1] - Among the constituent stocks of the Biotechnology Index, 40 stocks experienced an increase, with Shutai Shen leading the gain at 4.14%, while 10 stocks saw a decline, with Deep Technology leading the drop at 5.09% [1] Group 2 - In terms of capital flow, the Biotechnology Index's constituent stocks experienced a net outflow of 352 million from major funds, while retail funds saw a net outflow of 11.73 million [2] - Conversely, there was a net inflow of 364 million from speculative funds into the Biotechnology Index [2]

Core Insights - The company has achieved significant milestones in the green LNG sector, including the first successful ship-to-ship LNG refueling operation in China and the establishment of a key laboratory for biogas and carbon capture technology [1][3] Group 1: Business Developments - The company, Anhui Wanbo Energy Technology Co., has completed China's first ship-to-ship green LNG refueling operation in collaboration with Sinopec and Dalian Haineng [1] - The company has invested 400 million yuan in a green liquefied biogas plant in Bengbu, Anhui, which processes 200,000 tons of livestock manure and 100,000 tons of crop straw annually, producing 15,000 tons of liquefied biogas and 30,000 tons of liquid carbon dioxide [3] - The company has received dual certifications from ISCC EU and ISCC PLUS, facilitating product exports and marking a breakthrough in high-end energy equipment and technology in China [3] Group 2: Technological Innovations - The company has developed intelligent skid-mounted natural gas liquefaction equipment, which captures and processes methane emissions that would otherwise be flared, significantly reducing carbon emissions by 240,000 tons annually at a specific gas field project [2] - The intelligent equipment integrates multiple technologies for purification and liquefaction, transforming scattered gas into LNG that meets national standards, thus alleviating energy supply pressures and reducing environmental pollution [2] Group 3: Future Outlook - The company aims to align with the trends of high-end, intelligent, and green manufacturing, focusing on technological advancements and creating zero-carbon parks and bi-economy development models to enhance industrial competitiveness and contribute to carbon neutrality goals [3]

Core Viewpoint - The Biotech Economy Index (970038) experienced a decline of 2.99%, closing at 2139.16 points on February 2, with a total trading volume of 26.538 billion yuan and a turnover rate of 2.97% [1] Group 1: Index Performance - On the day, only 2 out of the index's constituent stocks rose, with Aimeike leading the gain at 1.01%, while 48 stocks fell, with Dabeinong leading the decline at 10.02% [1] Group 2: Capital Flow - The net outflow of main funds from the Biotech Economy Index constituents totaled 1.249 billion yuan, while the net inflow from speculative funds was 262 million yuan, and the net inflow from retail investors was 988 million yuan [2]

生物经济（970038）指数十大成份股详情如下： 证券之星消息，1月26日，生物经济（970038）指数报收于2278.54点，涨0.57%，成交406.86亿元，换 手率3.97%。当日该指数成份股中，上涨的有27家，华兰疫苗以20.0%的涨幅领涨，下跌的有23家，美 好医疗以5.46%的跌幅领跌。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 资金流向方面，生物经济（970038）指数成份股当日主力资金净流入合计8.04亿元，游资资金净流入合 计8901.37万元，散户资金净流出合计8.93亿元。成份股资金流向详情见下表： ...

Group 1 - The core point of the article is that the Bioeconomy Index (970038) closed at 2265.67 points, reflecting a 1.27% increase with a trading volume of 29.339 billion yuan and a turnover rate of 2.49% [1] - Among the constituent stocks of the Bioeconomy Index, 41 stocks rose, with Chuanfa Longmang leading the gains at 6.34%, while 8 stocks declined, with Shenke Technology leading the losses at 2.98% [1] Group 2 - In terms of capital flow, the Bioeconomy Index saw a net inflow of 541 million yuan from main funds, while retail funds experienced a net outflow of 223 million yuan and speculative funds had a net outflow of 318 million yuan [2] - Detailed capital flow information for the constituent stocks is available in the accompanying table [2]

Core Viewpoint - Harbin aims to achieve a balanced economic growth with a GDP increase of 5% and a focus on enhancing production capacity and quality across various sectors, while ensuring social stability and environmental sustainability [11]. Economic Development Goals - The expected economic growth targets for Harbin include: - GDP growth of 5% - Agricultural output growth of 3.5% - Industrial value-added growth of 5.5% - Fixed asset investment growth of 7% - Retail sales growth of approximately 4.5% - Public budget revenue growth of 6% - Synchronization of urban and rural residents' income growth with economic growth - A reduction of carbon emissions per unit GDP by about 3.8% [11]. Consumer and Investment Expansion - Strategies to boost consumption include: - Developing new consumption formats and enhancing service supply - Implementing policies for replacing old consumer goods to stimulate urban and rural consumption - Expanding service consumption and promoting traditional brands [12]. - Investment strategies focus on: - Targeting key sectors for long-term investment support - Attracting foreign strategic investors and expanding industrial investments with over 700 projects and investments exceeding 60 billion yuan [12]. Industry Development - Emphasis on fostering new and future industries such as: - Digital economy and biotechnology - High-end equipment, aerospace, and renewable energy sectors - Upgrading traditional industries like manufacturing and food production through technological improvements [13]. - The goal is to create competitive advantages by strengthening supply chains in emerging sectors [13]. Tourism and Cultural Development - Plans to enhance tourism include: - Upgrading key scenic areas and promoting winter sports tourism - Integrating cultural, sports, and commercial activities to boost tourism appeal [14]. - Development of high-quality tourist attractions and services to improve visitor experience [14]. Agricultural and Rural Development - Agricultural initiatives aim to: - Enhance production capacity and quality through technology and sustainable practices - Maintain grain planting areas above 30 million mu and grain production above 25 billion jin [15]. - Focus on rural revitalization and improving living conditions through infrastructure development [16]. Reform and Open Economy - Efforts to improve the business environment include: - Streamlining administrative processes and enhancing digital government services - Strengthening legal protections for market participants [17]. - Expansion of high-level open cooperation, particularly in cross-border trade and logistics [17]. Urban Development and Infrastructure - Urban planning will focus on: - High-standard implementation of urban construction projects, including heating and transportation infrastructure [18]. - Initiatives for urban renewal and environmental improvements, including waste management and pollution control [19]. Social Welfare and Employment - Employment strategies include: - Expanding job opportunities for youth and vulnerable groups, targeting over 87,000 new urban jobs [20]. - Enhancements in social security and healthcare services to improve overall community well-being [20].