此外，油气股午后冲高回落，水发燃气跌停，贝肯能源、蓝焰控股、通源石油、中油工程、海油发展等跌幅居前。 记者丨金珊 编辑丨刘雪莹 3月5日，A股市场全天冲高回落，创业板指此前一度涨超3%。 截至收盘，沪指涨0.64%，深成指涨1.23%，创业板指涨1.66%。 沪深两市成交 额2.4万亿，较上一个交易日放量246亿。全市场近4100只个股上涨。 从板块来看，MicroLED概念集体爆发，龙腾光电、华灿光电、聚灿光电、聚飞光电20CM涨停，国星光电、三安光电等多股涨停。电网设备概 念延续强势，中国西电涨停创历史新高，汉缆股份、积成电子、顺钠股份2连板。算力租赁概念快速拉升，美利云、铜牛信息双双涨停。CPO 概念持续走强，凯格精机涨超14%续创历史新高。 下跌方面，种业板块大面积调整，秋乐种业、康农种业、神农种业跌超10%。 | 名称/代码 | 最新 = | 涨幅 ◆ 5日涨幅 ◆ ▶ | | --- | --- | --- | | 水发燃气 | 9.60 | -10.03% +31.69% | | 603318 融 | | | | 贝肯能源 | 14.78 | -9.66% +9.48% | | 002828 | ...

当天上午9点04分，富时中国A50指数期货在夜盘收涨0.3%的基础上低开，但很快转为上涨0.26%。这看起来是一个平静的开局。然而，开盘后不到一个小 时，情况急转直下。到了上午10点10分左右，A50期指盘中跌幅已经超过1%。从上涨0.52%到下跌1.13%，它在短时间内完成了一次幅度接近1.8%的跳水。 而且，这次跳水发生的时间点非常精准，几乎与港股市场开盘后的走势同步。 更让人困惑的是，即使后来A股大盘一度翻红，A50期指依然没有拉回来。盘中大多数时间，它都在下跌0.90%左右震荡。从更长的周期来看，这个代表中 国核心资产的期指已经持续下跌了近两个月。据市场数据显示，其价格从15670点附近一路下滑至14664点，累计跌幅达到6.5%。这种持续的阴跌，让很多 通过它来观察A股前景的投资者感到不安。 几乎在同一时间，香港股市上演了更加惨烈的一幕。恒生指数在上午开盘时还上涨了1.05%，国企指数上涨0.53%，恒生科技指数上涨0.52%。但这仅仅是昙 花一现。开盘价成了全天的最高点，随后指数一路向下，几乎没有任何像样的反弹。收盘时，恒生指数报26381.02点，下跌384.7点，跌幅1.44%；国企指数 下跌 ...

Market Overview - The three major indices collectively rose by midday, with the Shanghai Composite Index up 0.12%, the Shenzhen Component Index up 0.81%, and the ChiNext Index up 1.18%. Over 2,700 stocks in the two markets increased, with a total trading volume of 1.33 trillion yuan [1]. Sector Performance - The film and cinema sector experienced a significant decline, dropping 3.05% by midday, with stocks like Huayi Brothers, Hengdian Film, and Bona Film hitting the daily limit down. Other sectors such as grain economy, tax refund stores, community group buying, gaming, short drama interactive games, broadcasting, tourism concepts, and hotel tourism also followed suit with declines exceeding 1% [3]. - The electric grid equipment sector showed strong performance, with companies like Siyi Electric and Sifang Co. reaching new highs, and several stocks including Wangbian Electric, Shun Sodium, and Senyuan Electric hitting the daily limit up. The non-ferrous metals sector was also active, with Xianglu Tungsten gaining three boards in five days and Zhangyuan Tungsten achieving two consecutive boards [3]. - The CPO concept saw renewed strength, with Tianfu Communication rising over 10% to set a new historical high. The gas turbine sector experienced a surge, with Yingliu Co. and Changbao Co. hitting the daily limit up [3]. Price Movements - On February 12, Zhipu announced a structural adjustment to the pricing system of the GLM Coding Plan, with an overall price increase of over 30%. By 2025, China's transformer export value is expected to reach a record 64.6 billion yuan, marking a nearly 36% increase from the previous year [3]. - The price of praseodymium and neodymium oxide continues to rise, reaching 800,000 yuan per ton, with a week-on-week increase of 9.9% and a month-on-month increase of 28.8% [3].

Macro Dynamics - As of the end of 2025, a total of 15.556 billion bank accounts will be opened nationwide, including 1.20 million corporate accounts and 15.436 billion personal accounts [2] - On February 13, 2026, the People's Bank of China will conduct a 1 trillion yuan reverse repurchase operation to maintain liquidity in the banking system [3] Health and Social Services - The National Health Commission plans to increase 150,000 inclusive childcare positions in the first year of the 14th Five-Year Plan, building on the addition of 890,000 positions by 2025 [4] Fertilizer Market - The China Nitrogen Fertilizer Industry Association issued a statement regarding market speculation on urea prices, emphasizing the importance of stabilizing market expectations and maintaining price stability [5] Satellite Launch - China successfully launched seven satellites, including the Pakistan PRSC-EO2 satellite, using the Long March 3B rocket, marking a successful mission [6] Medical Technology - Guangxi successfully performed its first brain-computer interface surgery, significantly reducing tremors in a 59-year-old Parkinson's patient [7] Financial Institutions - By the end of 2025, Agricultural Bank of China’s personal consumption loan balance reached 604.3 billion yuan, an increase of 127.7 billion yuan from the beginning of the year [9] Company Dynamics - Arrow Yuan Technology completed a Series B financing round, advancing its reusable liquid launch vehicle commercialization, with plans for ground testing and a successful first flight by the end of the year [16] - SoftBank Group reported a net profit increase to 5 times year-on-year, reaching 3.1726 trillion yen, driven by investment gains from OpenAI [18] - Zhongnan Culture plans to acquire controlling stakes in Su Long Thermal Power through a combination of share issuance and cash payment, leading to a suspension of trading starting February 13, 2026 [19]

Group 1 - Over 150 funds have announced a suspension of related business during the Spring Festival, with most products pausing from February 12 and resuming on February 24 [1] - Many public fund institutions are optimistic about holding stocks during the holiday, citing historical data, policy environment, and capital flow as supporting factors for a higher success rate [2] - Increasing interest in inquiry transfer among fund companies, with 12 listed companies having conducted inquiry transfers since 2026, involving several prominent public fund institutions [3] Group 2 - Fund manager Chen Junjie from Harvest Fund emphasizes that the core logic of technology investment remains unchanged, focusing on three dimensions: cost reduction in models, integration of edge AI with existing hardware, and breakthroughs in domestic computing power supply chains [4] - The three major indices collectively rose, with the ChiNext Index and the Sci-Tech Innovation 50 Index both increasing by over 1%, driven by a surge in the computing power industry chain [5] - ETFs related to Brazil and French markets saw significant gains, with Brazil ETF rising over 6% and French and Sci-Tech chip design ETFs increasing by over 4% [6] Group 3 - The "14th Five-Year Plan" includes plans for the State Grid to establish a new type of grid platform, which is expected to support the development of virtual power plants and microgrids, enhancing the potential for energy trading and comprehensive energy services [9]

中国经济周刊-经济网讯 截至收盘，上证指数报4134.02点，涨幅0.05%，成交额8979.55亿元；深证 成指报14283.00点，涨幅0.86%，成交额12437.83亿元；创业板指报3328.06点，涨幅1.32%，成交额 6134.82亿元。 编辑：何颖曦 盘面上，CPO概念大涨，太辰光、天孚通信、协创数据等多股涨超10%；电网设备概念走强，汉缆 股份、四方股份、望变电气等多股涨停；半导体板块拉升，芯原股份等大涨；影视院线板块延续回调， 横店影视、博纳影业跌停。此外，通信设备、小金属、汽车芯片、抽水储能、消费电子等概念涨幅居 前，零售、白酒、乳业、预制菜、免税店等板块跌幅居前。 ...

Market Performance - A-shares saw collective gains on February 12, with the Shanghai Composite Index rising 0.05% to 4134.02 points, while the Shenzhen Component Index increased by 0.86% to 14283.00 points, and the ChiNext Index rose by 1.32% to 3328.06 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.14 trillion yuan, an increase of 157.5 billion yuan compared to the previous trading day [1] Sector Performance - The computing power industry chain showed strong performance, with companies like Yuke Technology and Capital Online hitting the daily limit of 20% [1] - The CPO concept surged, with Tianfu Communication and Robot Technology reaching historical highs [1] - The electric grid equipment sector also performed well, with companies such as Siyuan Electric and Sifang Co. achieving new highs, while Wangbian Electric and Shun Sodium Co. hit the daily limit [1] - The non-ferrous metals sector continued its upward trend, with companies like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [1] - In contrast, the film and television sector saw declines, with Hengdian Film and Television, Jinyi Film and Television, and Bona Film Group all hitting the daily limit down [1][2] Institutional Insights - According to Jifeng Investment Advisory, the spring market rally has historical patterns and strong driving logic, suggesting that small-cap stocks will continue to perform well [3] - Huatai Securities noted that the recent procurement of 7GWh energy storage cell equipment by State Power Investment Corporation indicates strong downstream demand, with price recovery expected in energy storage capacity [3] - CITIC Securities projected that the animation industry will see accelerated growth by the end of 2025, driven by high-quality content supply and expanding commercialization opportunities [4] Policy Developments - The Chinese government is accelerating the construction of a modern capital metropolitan area, with multiple initiatives to support its implementation, including enhancing collaboration among Beijing, Tianjin, and Hebei [5] Automotive Industry - The China Passenger Car Association reported that in January, exports of new energy passenger vehicles reached 286,000 units, a year-on-year increase of 103.6%, accounting for 49.6% of total passenger car exports [6] - The average payment term for suppliers among major automotive companies has been reduced to 54 days, down approximately 10 days from the previous year, with most companies committing to a maximum of 60 days [7]

Group 1 - The three major indices collectively rose, with the ChiNext Index and the Sci-Tech 50 Index both increasing by over 1%. The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 159.7 billion yuan compared to the previous trading day [1] - The computing power industry chain experienced a collective surge, with significant gains in computing power leasing concepts. Major companies like Dazhi Technology and Capital Online saw their stocks hit the daily limit [1] - The Ministry of Industry and Information Technology announced plans to develop national computing power interconnection nodes, aiming to enhance the efficiency and service level of public computing resources and promote high-quality development in the computing power sector [1] Group 2 - The CPO concept saw rapid gains, with leading company Tianfu Communication's stock rising by 11.61% to a historical high of 322 yuan per share, bringing its market capitalization to 250.33 billion yuan [2] - The computing power chip concept also rose in the afternoon, with companies like Chipone Technology experiencing over a 10% increase in stock price [2] - The electric grid equipment sector showed strong performance, with companies like Siyuan Electric and Sifang Co. reaching new highs, while other companies in the sector also saw significant stock price increases [2]

2月12日，三大指数集体收涨，截至收盘，沪指涨0.05%，深成指涨0.86%，创业板指涨1.32%。全市场超3200只个股下跌。 下跌方面，大消费板块集体走弱，影视院线、旅游酒店、零售、食品饮料等板块跌幅居前，横店影视、海欣食品跌停。 沪深两市成交额2.14万亿，较上一个交易日放量1575亿。 个股方面，新易盛全天成交额165亿元位居沪深两市第一，中际旭创、天孚通信、蓝色光标等成交额居前。 | 代码 | 名称 | 涨幅 | 最新价 | | | | 虽比 换手率 | 【 振幅 成交额 ▼ | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 300502 | 新易盛 | -1.59% | 365.76 | -5.90 | -0.01% | 1.26 | 5.04% | 6.26% | 165.43亿 | | 2 300308 | 中际旭创 | -0.84% | 527.46 | -4.45 | 0.00% | 0.99 | 2.73% | 4.32% | 160.56亿 | | 3 300394 | 天孚通信 | +14.38 ...

【导读】基本金属、电工电网板块走高，智谱一度大涨超33% 基本金属概念股走高 一起来看下上午的市场情况及资讯。 2月12日上午，A股三大指数震荡走强，截至午间收盘，沪指涨0.12%，深成指涨0.80%，创业板指涨1.18%。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4137.06 | 14274.93 | 1804.89 | | +5.07 +0.12% | +113.99 +0.80% | +16.67 +0.93% | | 万得全A | 创业板指 | 北证50 | | 6839.37 | 3323.56 | 1533.03 | | +36.95 +0.54% | +38.83 +1.18% | +7.53 +0.49% | 从板块来看，CPO、基本金属、电力设备等板块涨幅居前，而餐饮旅游、文化传媒、银行等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 光模块(CPO) | 光 ...