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中证500指数涨超2%,领跑主要宽基指数,关注中证500ETF易方达(510580)等产品配置价值
Sou Hu Cai Jing· 2026-01-06 07:00
中证500指数聚焦沪深市场优质中小企业,行业分布呈现"传统与新兴并行、制造与科技协同"的鲜明特 征,既覆盖能源、原材料等顺周期板块,又兼顾电子、医药生物、电力设备、计算机等新质生产力核心 赛道,契合经济转型升级主线。 中证500ETF易方达(510580)跟踪该指数,为投资者一键配置A股优质中盘标的提供了便捷选择。 每日经济新闻 今日午后,大盘持续上攻。截至14:27,全市场成交额超2.5万亿元,较昨日此时放量超2300亿元,中证 500指数上涨2.1%、领跑主要宽基指数,君正集团、航天电子、北方导航、伯特利、锡业股份、立昂微 等十余只成分股涨停。 兴业证券表示,2025年主要宽基指数均大幅上涨,成长和周期风格明显占优,行业层面,景气投资有效 性开始显著改善,市场沿着新动能和资源品两条主线展开。整体看,随着总量经济企稳修复、产业趋势 亮点不断涌现,以TMT、新能源、机械为代表的新动能,和以有色、钢铁、化工为代表的全球定价资 源品交替主导了全年市场主线。 ...
嘉宾热议:“十五五” 时期,中国经济转型升级与科技突围如何协同推进? | 2025财联社投资年会
Xin Lang Cai Jing· 2026-01-04 09:45
智通财经1月4日讯(记者 汪斌)在新质生产力驱动之下,"十五五"时期,中国经济将站在发展模式深刻变革的关键节点。 这场变革不仅是前沿科技的"从0到1",更是整个产业体系的转型升级与金融资本的价值重塑。如何把握经济结构优化的核 心方向,以科技创新破解发展瓶颈、激活增长动能?如何实现经济转型升级与科技突围的双向赋能、协同推进? 2025年12月29日,由上海报业集团指导、智通财经主办的"2025智通财经第八届投资年会暨科大硅谷硬科技投资生态大 会"在合肥成功举办。会议由智通财经编委赵毅波主持,莲花控股(600186.SH)董秘顾友群、零重力飞机工业首席战略官 陈炎、太平洋建设经营中心总经理景荟晔、宇信科技(300674.SZ)助理总裁徐海波、正奇能科集团首席顾问赵亚彬,围 绕"十五五"时期,中国经济转型升级与科技突围"主题,分享了他们在跨界转型、生态构建、赋能升级与价值投资中的前沿 思考与务实探索。 近年来,莲花控股从家喻户晓的"莲花味精"跨界至智能算力赛道,形成了"消费+科技"的双轮驱动格局。公司董秘顾友群坦 言,公司在创新转型过程中备受质疑,颇有压力。然而,在公司品牌复兴战略的驱动下,公司一方面在调味品主业上 ...
中央编办批准,新机构挂牌
Xin Jing Bao· 2026-01-03 06:11
官网显示,沈抚新区设立于2016年,2018年升格为国家级改革示范新区。沈抚新区下辖3个街道、1个 乡、1个经济区,含48个行政村、20个社区,常住人口约17.2万人。2020年4月28日,中央编办正式批复 设立中共辽宁省沈抚改革创新示范区工作委员会、辽宁省沈抚改革创新示范区管理委员会,为省委、省 政府派出机构,正厅级建制,标志着沈抚新区向沈抚改革创新示范区过渡期主要工作顺利完成。 辽宁消防消息,2025年12月29日上午,沈抚改革创新示范区消防救援支队举行挂牌仪式。 辽宁省消防救援总队政治委员王星,沈抚改革创新示范区管委会主任李宏德出席,管委会副主任苏伟等 有关负责同志,支队长郭利、政治委员张涛及党委委员、指战员代表参加仪式。 据介绍,2025年6月,中央编办批准新增沈抚改革创新示范区消防救援支队。 沈抚支队的成立承载着辽宁推动区域协调发展、实现经济转型升级的重大使命,肩负着示范区防范化解 重大消防安全风险、应对处置各类灾害事故的重要职责,标志着沈抚新区消防救援事业开启了全新的历 史征程。支队全体指战员表示,将坚决贯彻落实总队党委、示范区党工委的部署要求,融入发展大局, 锤炼过硬本领,担当职责使命,以实际行 ...
前瞻2026:从经济发展逻辑看未来一年的政策着力点
Sou Hu Cai Jing· 2025-12-13 02:08
随着年底临近,社会各界对下一年度经济工作的关注度日益提升。对2026年经济发展重点任务的探讨,需基于当前经济运行的阶段性特征与中长期发展 目标进行理性分析。本文尝试从经济逻辑出发,对可能的工作重点进行梳理与展望。 一、发展阶段转换下的政策考量 当前,中国经济正处在转型升级的关键时期。这意味着宏观政策需要兼顾短期稳定与长期结构优化,在多重目标中寻求动态平衡。 1. 短期需要"稳":确保经济增长处于合理区间,保障就业市场总体稳定,维持物价水平基本平稳,是各项工作的基本前提。这要求宏观政策保持连续 性、针对性,有效应对内外部不确定因素。 2. 长期着眼"进":推动经济实现质的有效提升,关键在于培育新的增长动能。这需要将更多政策资源引导至科技创新、产业升级、绿色发展等领域, 提升全要素生产率,构建现代化产业体系。 综合来看,2026年的经济工作预计将围绕以下几个相互支撑的方向展开: 1. 方向一:以科技创新推动产业体系升级 1. 引导资源配置:明确的政策信号将引导资本、人才、技术等要素更多流向科技创新、绿色低碳、民生改善等领域,加速经济结构优化。 2. 稳定市场主体预期:通过深化改革、扩大开放和加强风险防控,有助于构 ...
A股主要指数午后集体拉升,聚焦优质龙头企业的中证A500ETF(560510)红盘涨近1%,重要会议释放多重积极信号
Xin Lang Cai Jing· 2025-12-12 06:15
Group 1 - The A-shares market opened lower but rose throughout the day, with the CSI A500 ETF (560510) increasing by 0.70% and trading volume reaching 53.31 million yuan [1] - The Central Economic Work Conference held on December 10-11 analyzed the current economic situation and outlined tasks for 2026, emphasizing a "more proactive fiscal policy" and "moderately loose monetary policy" [1] - The conference identified eight key tasks for economic work in the coming year, with a focus on "domestic demand as the main driver" and building a strong domestic market [1] Group 2 - CICC analysis indicates that "quality improvement and efficiency enhancement" involves coordinating fiscal, monetary, and industrial policies to promote high-quality economic growth [2] - The main tone of "expansive fiscal and monetary policies" is expected to continue into 2026, reflecting stability and continuity in macroeconomic policy [2] - CITIC Securities anticipates that there is still room for rate cuts and reserve requirement ratio reductions, with a focus on maintaining liquidity and supporting key areas such as technology innovation and small and medium enterprises [2] Group 3 - The CSI A500 Index is characterized by strong market representation and higher coverage of emerging sectors, making it a valuable tool for capturing core strengths in various industries during economic transformation [3] - The CSI A500 ETF (560510) closely tracks the CSI A500 Index, which includes 500 securities with large market capitalization and good liquidity, reflecting the overall performance of representative listed companies across industries [2][3]
2025年十大流行语公布
Zhong Guo Xin Wen Wang· 2025-12-02 08:52
赛博对账 国家语言文字推广基地 《咬~又嚼字》杂志社 12月2日,《咬文嚼字》编辑部发布"2025年十大流行语"。 I 2025年十大流行语 可以言 iiI 国家语言文字推广基地 《咬~又嚼字》杂志社 2 2025年十大流行语 具身智能 国家语言文字推广基地 《咬~又嚼字》杂志社 3 2025年十大流行语 能 国家语言文字推广基地 《咬~又嚼字》杂志社 t 2025年十大流行语 9 2025年十大流行语 ×基础, x ×不基础 × 国家语言文字推广基地 《咬~又嚼字》杂志社 "2025年十大流行语"发布说明 "2025年十大流行语"沿袭一贯的"双标准"原则,即坚持社会学和语言学评选标准。"韧性"位居榜首,"苏超""赛博对账"也高票入选,这说明这一年度的大 事要事、社会热点,都得到了社会的广泛关注。分析"2025年十大流行语",以下几点值得关注: 1.智能时代已经来临,汉语词库更新加速,增添了大批与人工智能相关的语词,语言打上了明显的智能时代的烙印,比如进入榜单的"具身智能""活人 感",我们已关注到的"智能体""数字人""深度学习",以"智能"为词根的"智能设备""智能驾驶""智能家居""智能产品",等等。这 ...
2025年十大流行语公布!
中国基金报· 2025-12-02 07:53
来源:中国新闻网 2日,《咬文嚼字》编辑部发布"2025年十大流行语"。 l 2025年十大流行语 可考 手动 国家语言文字推广基地 《咬~文嚼字》杂志社 2 2025年十大流行语 具身智能 国家语言文字推广基地 《咬~久嚼字》杂志社 3 2025年十大流行语 最 苏 国家语言文字推广基地 《咬~久嚼字》杂志社 2025年十大流行语 t 赛博对账 2025年十大流行语 预制 × × 国家语言文字推广基地 《咬~又嚼字》杂志社 90 2025年十大流行语 活人感 国家语言文字推广基地 《咬~又嚼字》杂志社 9 2025年十大流行语 ×基础, x × × 不基础 国家语言文字推广基地 《咬~久嚼字》杂志社 "2025年十大流行语"发布说明 "2025年十大流行语"沿袭一贯的"双标准"原则,即坚持社会学和语言学评选标准。"韧性"位 居榜首,"苏超""赛博对账"也高票入选,这说明这一年度的大事要事、社会热点,都得到了社 会的广泛关注。 分析 "2025年十大流行语",以下几点值得关注: 1. 智能时代已经来临, 汉语词库更新加速 ,增添了大批与人工智能相关的语词,语言打上了 明显的智能时代的烙印,比如进入榜单的 "具 ...
今日视点:资本市场结构变化折射出三大新趋势
Zheng Quan Ri Bao· 2025-12-01 23:07
Core Insights - The report from the China Listed Companies Association provides a clear snapshot of economic transformation as of October 2025, highlighting significant changes in market structure, including a rewriting of industry landscapes, a re-ranking of company valuations, and an acceleration of cross-border listings [1] Group 1: Rise of Manufacturing and Technology - The capital market's structural change is first reflected in the shift towards manufacturing and technology sectors, with 71 new manufacturing companies listed in the first ten months of the year, while the real estate and financial sectors saw a net decrease in company numbers [2] - As of October, the total market capitalization of the electrical, electronic, and communication sectors reached 24.29 trillion yuan, surpassing the financial sector for four consecutive months, indicating a shift in capital market value from traditional heavy asset industries to high-end manufacturing and technological innovation [2] Group 2: Market Differentiation and Resource Allocation Efficiency - The market capitalization structure is undergoing a new round of reorganization, with one new company exceeding a market cap of 1 trillion yuan and 36 companies exceeding 100 billion yuan, while companies with market caps below 2 billion yuan decreased by 419 [3] - The median market capitalization across the market increased to 6.497 billion yuan compared to September, reflecting accelerated market selection and a more active capital flow towards leading and innovative enterprises [3] Group 3: Deepening Capital Market Openness - The internationalization of the capital market is accelerating, with 14 new A+H share companies and over 80 domestic companies listing overseas by the end of October, marking a significant trend in companies seeking financing abroad [4] - This shift not only expands financing channels but also enhances governance standards, international competitiveness, and global resource allocation capabilities, as companies face stricter international regulations and competition [4] - The ongoing optimization of capital market structure is expected to continue driving high-quality economic development, with a reorganization of industry growth momentum reshaping capital flows and enhancing overall market efficiency [4]
资本市场结构变化折射出三大新趋势
Zheng Quan Ri Bao· 2025-12-01 16:22
Group 1 - The core viewpoint of the article highlights significant changes in the structure of China's capital market, reflecting the ongoing economic transformation and the emergence of three key trends [1] Group 2 - The rise of the manufacturing and technology sectors is reshaping the core of economic growth, with 71 new manufacturing companies listed in the first ten months of the year, while the real estate and financial sectors saw a net decrease in company numbers [2] - The total market capitalization of the electrical, electronic, and communication sectors reached 24.29 trillion yuan, surpassing the financial sector for four consecutive months, indicating a shift in capital market value from traditional heavy asset industries to high-end manufacturing and technological innovation [2] Group 3 - Market differentiation is intensifying, with a new round of restructuring in company valuations, including the addition of one company with a market cap over 1 trillion yuan and 36 companies over 100 billion yuan, while companies with valuations below 2 billion yuan decreased by 419 [3] - The median market capitalization across the market increased to 6.497 billion yuan, reflecting accelerated market selection and a more active capital flow towards leading and innovative enterprises [3] Group 4 - The dual opening pattern of the capital market is deepening, with 14 new A+H share companies and over 80 domestic companies listing overseas by the end of October, marking a normalization of companies "going out" for financing [4] - This trend not only expands financing channels but also enhances governance standards, international competitiveness, and global resource allocation capabilities [4] - The active integration of enterprises into the global capital network is expected to elevate China's position in the global supply chain, further aligning the capital market with national strategies [4]
11月中国综合PMI探底:中国经济在调整中孕育新机(一)
Sou Hu Cai Jing· 2025-12-01 09:19
Core Viewpoint - China's economy is experiencing a temporary turbulence amidst a complex global economic environment, with the composite PMI output index dropping to 49.7%, a decrease of 0.3 percentage points from the previous month, marking a new low in nearly a year. However, this decline reflects a structural adjustment and accumulation of strength rather than a comprehensive economic downturn [1]. Group 1: Manufacturing Sector - The manufacturing sector shows resilience with a PMI of 49.2%, a slight increase of 0.2 percentage points from the previous month, indicating a glimmer of hope amidst overall economic pressure [2]. - Small and medium-sized enterprises (SMEs) demonstrate strong vitality, with the PMI for medium-sized enterprises rising by 0.2 percentage points and small enterprises surging by 2.0 percentage points, highlighting the robust resilience of the grassroots economy [2]. - The production index has returned to the critical point of 50.0%, up by 0.3 percentage points, indicating overall stability in manufacturing production [3]. - The new orders index has improved to 49.2%, an increase of 0.4 percentage points, suggesting a gradual recovery in market demand and an increase in enterprise orders [3]. - The employment index has slightly risen, indicating an improvement in the employment situation within manufacturing, providing a human resource guarantee for stable production [3]. Group 2: Non-Manufacturing Sector - The non-manufacturing business activity index stands at 49.5%, down by 0.6 percentage points, becoming a major drag on the composite index, yet it reflects significant industry differentiation rather than a complete downturn [4]. - The service sector experiences short-term volatility, with real estate and residential services remaining at low levels, while sectors like railway transportation, finance, and telecommunications maintain high prosperity levels, illustrating a mixed performance [4]. - The construction sector shows signs of stabilization and recovery, with an increase in the new orders index indicating a growing demand for construction projects [4]. - Changes in input prices and sales prices in the construction sector reflect proactive responses to cost control and price adjustments, enhancing profitability and market competitiveness [4]. Group 3: Economic Outlook - Despite the temporary decline in the composite index, the fundamentals of China's economy remain solid, with stable manufacturing production, revitalized SMEs, and a high expectation level of 56.2% among non-manufacturing enterprises for the future [5]. - The current data drop is viewed as a short-term adjustment rather than a trend of decline, suggesting that the economy is seeking balance in a more nuanced and stable manner [5]. - The ongoing transformation and upgrading of the economy may be filled with challenges, but each step is directed towards a healthier and more sustainable direction [5].