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今晚,盯紧这一关键数据!
摩尔投研精选· 2025-04-02 11:32
Market Overview - The market experienced a high and then a pullback, with the three major indices showing slight increases. Notably, the A-share trading volume fell below 1 trillion yuan for the first time in 50 trading days, reaching 974.5 billion yuan, a decrease of 157.8 billion yuan from the previous trading day, marking the second lowest volume of the year [1] Robotics Sector - The robotics sector saw a rebound, with stocks like Jinggong Technology and Tianhe Magnetic Materials hitting the daily limit. Other notable performers included Zhaomin Technology and Dongtu Technology, which rose over 10%. The market is responding positively to innovations such as the Unitr e e De x5 dexterous hand from Yushutech, which features 20 degrees of freedom and can perform complex tasks [4][5] - The demand for exoskeleton robots is increasing due to aging populations and labor shortages, creating a significant market opportunity [4] Electric Power Sector - The electric power sector is experiencing renewed interest, with stocks like Mingxing Electric and Hunan Development hitting the daily limit. This is attributed to seasonal trends and the ongoing energy reform [6][7] - The establishment of a new power system is essential, focusing on integrating renewable energy sources like solar and wind, which are less stable compared to traditional energy sources [9][10] - Key areas of focus include: 1. **Grid Upgrades**: Investment in ultra-high voltage and smart grid technologies, with companies like China West Electric and XJ Electric benefiting from increased orders [12] 2. **Energy Storage**: The energy storage market is expected to double this year, with companies like CATL and BYD leading the charge [13] 3. **Virtual Power Plants**: These can aggregate scattered power resources for market trading, with companies like Hengshi Technology and Guoneng Rixin positioned for growth [14] 4. **Green Power Operators**: Companies like Three Gorges Energy and Longyuan Power are well-positioned to benefit from rising green electricity prices [15]