转自：新华财经 全国社会保障基金理事会9月30日发布的2024年全国社会保障基金年度报告显示，2024年，基金投资收 益额2184.18亿元，投资收益率8.10%。其中，已实现收益额436.51亿元（已实现收益率1.64%），交易 性资产公允价值变动额1747.67亿元。基金自成立以来的年均投资收益率7.39%，累计投资收益额 19009.98亿元。社保基金会相关负责人表示，2024年社保基金会加强市场研判，因时因势制订"稳中求 进、以进促稳"的配置策略，在资本市场波动中，坚定信心，保持战略定力不动摇，维持股票风险敞口 基本稳定，获取了A股市场反弹带来的收益；靠前配置、加大配置固定收益资产，较好把握了利率持续 下行带来的投资机会；积极加大股权投资力度，优化海外投资布局，较好发挥了资产配置分散投资风 险、稳定提升基金整体收益的作用。 9月29日，A股市场走强，三大指数全线上涨，创业板指涨逾2%。券商、新能源、贵金属、人形机器人 等板块爆发，大小盘股携手走强。整个A股市场超3500只股票上涨，逾60只股票涨停。市场成交额为 2.18万亿元，连续34个交易日成交额超2万亿元。资金面上，融资资金继续活跃，截至9月26 ...

Fixed Income - The bond market experienced significant adjustments in September, influenced by strong stock market performance and institutional behaviors, particularly in technology stocks, leading to expectations of economic recovery [2][8][9] - The current configuration of the bond market is highlighted as having substantial value, with a potential stabilization and a downward trend in bond yields anticipated [11][14][16] - The People's Bank of China has indicated a need for continued monetary policy support, with expectations for further interest rate cuts as economic data shows signs of weakness [10][14] Transportation - The express delivery sector is witnessing a price increase, with major companies raising rates in Shanghai, indicating a shift from price competition to quality-driven growth, which is expected to enhance profitability [22][23][34] - The shipping and port sector is recommended for investment due to improved industrial profits and a favorable macroeconomic environment, with specific attention to oil transportation and shipping companies benefiting from OPEC+ production increases [24][25][35] Media - The media industry is focusing on the professionalization and quality enhancement of group broadcasts, with initiatives aimed at cultivating high-quality content and innovative cultural promotion [5][6] Automotive - Tesla's upcoming FSD V14 release is anticipated to significantly impact the autonomous driving sector, potentially leading to a paradigm shift in technology and competition within the industry [5][6] Pharmaceuticals - The pharmaceutical company Sinopharm is strategically expanding its CKM pipeline, focusing on chronic disease management, with several products entering clinical stages, reinforcing its leadership in the Chinese market [6][7] Public Utilities and Environmental Protection - The renewable energy sector is facing a decline in new installations, but there is optimism for policy support for green hydrogen and methanol, which could drive growth in the coming years [6][7] Metals and New Materials - The copper market is expected to enter an upward cycle due to supply disruptions, with significant price increases anticipated as demand remains strong [6][7]

Group 1: Private Equity Growth - The number of private equity firms with over 10 billion yuan in assets has increased to 94 as of September 29, up by 3 from the end of August [1] - Among these, 45 firms employ quantitative investment strategies, 41 use subjective strategies, and 7 utilize a mixed approach [1] Group 2: China CRRC Contracts - China CRRC has signed several major contracts totaling approximately 54.34 billion yuan, which accounts for about 22% of the company's projected revenue for 2024 [1] Group 3: Machinery Industry Growth Plan - The Ministry of Industry and Information Technology and five other departments aim for the machinery industry to achieve an average annual revenue growth rate of around 3.5% from 2025 to 2026, targeting a revenue surpassing 10 trillion yuan [2] - The plan emphasizes enhancing the resilience and safety of key industrial chains and supply chains, improving quality and efficiency, and fostering competitive small and medium-sized enterprises [2] Group 4: AI Model Releases - DeepSeek has uploaded a new model, DeepSeek-V3.2, to the HuggingFace community platform, which was later removed [3] - Zhiyuan is set to release its new model, GLM-4.6, which is currently accessible via API [3] Group 5: Corporate Changes - Sogou has undergone a leadership change with Yu Jun stepping down as chairman and Lu Jian taking over [5] - Wanda Real Estate has been ordered to execute a payment of over 20.99 million yuan [4] Group 6: Financial Updates - Longyun Co. plans to apply for a bank credit line of up to 32 million yuan [6] - Dongmu Co. has obtained a property certificate for its new industrial site in Shanghai [8] - Tianbang Foods has received an administrative regulatory decision from the China Securities Regulatory Commission for failing to disclose information regarding a significant stock buyback dispute [9] Group 7: Revenue Announcements - Shenhui Expressway reported a total toll revenue of 114 million yuan for August [10] - Huayin Technology signed two sales contracts totaling 402 million yuan [11] - Dash Smart signed a contract for a smart hospital project worth 113 million yuan [12] - Jiufeng Energy plans to invest up to 3.455 billion yuan in a coal-to-natural gas project in Xinjiang [13] - Yinglian Co. expects a significant increase in net profit for the first three quarters, projecting a year-on-year growth of 1531.13% to 1672.97% [14] Group 8: Stock Market Performance - The market showed strong performance with the ChiNext Index rising by 2.74%, driven by a surge in financial stocks [16] - The overall market saw over 3,500 stocks increase in value, with significant gains in sectors such as new energy and semiconductors [17]

至收盘，上证综指涨0.9%，报3862.53点；科创50指数涨1.35%，报1470.41点；深证成指涨2.05%，报13479.43点；创业板指涨2.74%，报3238.01 点。 A股三大股指9月29日集体高开。早盘短暂震荡后，两市快速走高。午后大金融的拉升，带动沪指很快涨超1%。 从盘面上看，大金融午后全线爆发，中信证券一度逼近涨停；新能源产业链攻势不减，阳光电源再创历史新高，贵金属、白酒、机器人概念表现 活跃；煤炭、教育、银行逆势飘绿。 Wind统计显示，两市及北交所共3574只股票上涨，1654只股票下跌，平盘有201只股票。 沪深两市成交总额21614亿元，较前一交易日的21469亿元增加145亿元。其中，沪市成交9682亿元，比上一交易日9279亿元增加403亿元，深市成 交11932亿元。 两市及北交所共有96只股票涨幅在9%以上，8只股票跌幅在9%以上。 新能源攻势如潮，大金融午后暴力拉升 在板块方面，新能源攻势如潮，固态电池、储能等板块上涨之外，"新面孔"绿色甲醇突然崛起，龙头股东华科技（002140）开盘秒涨停，易成新 能（300080）、万润新能（688275）、湖南裕能（301358 ...

教育股低开低走，盘中一度下跌2.7%，截止午盘下跌1.75%，板块内个股集体大跌，其中中国高科、凯文教 育双双触及跌停。超级真菌、跨境支付、退税商店、单抗概念、煤炭、猪肉等行业板块紧随其后。 消息面：我国建成了世界上规模最大、功能最全、惠及人口最多的水利基础设施体系。现货黄金突破前高， 将历史新高刷新至3792.88美元/盎司。我国在西昌卫星发射中心使用长征二号丁运载火箭，成功将试验三十 号卫星01、02星发射升空，卫星顺利进入预定轨道。 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 探底回升，三大指数均出现了明显的止跌企稳迹象，截止午盘沪指上涨0.13%，深成指上涨1.11%，创业板指 上涨1.77%。两市合计超3000只个股上涨，合计成交额1.28万亿。 新能源板块集体爆发，其中绿色甲醇概念股快速拉升，其中嘉泽新能3连板，东华科技2连板。储能概念股反 弹，通润装备4天2板。固态电池概念股表现强势，其中天际股份2连板，万润新能、多氟多等多股涨停。证 券板块盘中走强，其中国盛金控涨停创新高。 ...

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 今天上午，新能源赛道走强，"老面孔"与"新面孔"联手大涨。"老面孔"是指固态电池、储能等板 块，"新面孔"指的是绿色甲醇。 绿色甲醇概念上午掀起涨停潮，龙头股东华科技开盘仅十几秒钟，就直线拉升涨停，迎来两连板。 宁德时代、阳光电源、亿纬锂能、华友钴业、赣锋锂业、天赐材料等龙头股均上涨。 | | 东华科技 100 | | | | --- | --- | --- | --- | | | 002140 融 深股通 L1 | | | | 13.50 | 13.50 市值 95.58亿 量比 间 | | 1.49 | | | 12.81 流涌 73.36亿 (EE 换 | | 3.29% | | 1.23 10.02% | 12.88 市盈 21.68 额 开 | | 2.37亿 | | 同在顺 博梯 | 异动解读:盐湖提锂+乙二醇+绿色甲醇+央... ●× | | | | 分时 | 日K 周Ｋ 月K 五日 更多, | | (0) | | 均价: 13.27 最新: 13.50 1.23 10.02% | | ...

【午评：创业板指半日涨1.77% 新能源板块集体走强】智通财经9月29日电，三大指数震荡回升，沪指 早间震荡翻红，创业板指一度涨近3%。沪深两市半日成交额1.28万亿，较上个交易日缩量854亿。盘面 上热点轮番活跃，新能源板块集体爆发，其中绿色甲醇概念股快速拉升，嘉泽新能3连板，东华科技2连 板。储能概念股反弹，通润装备4天2板。固态电池概念股表现强势，天际股份2连板，万润新能、多氟 多等多股涨停。此外，证券板块盘中走强，国盛金控涨停创新高。下跌方面，教育股集体大跌，中国高 科、凯文教育双双触及跌停。板块方面，固态电池、有色、光伏设备等板块涨幅居前，教育、煤炭、猪 肉等板块跌幅居前。截至收盘，沪指涨0.13%，深成指涨1.11%，创业板指涨1.77%。 转自：智通财经 ...

Group 1 - In the past week, 780 stocks were investigated by institutions, with Jingzhida receiving the most attention from 138 institutions [1][2] - Jingzhida delivered its first high-speed testing machine to key domestic clients, which is primarily used in the semiconductor memory testing segment, addressing high-speed testing needs [2][3] - The delivery of this equipment is expected to strengthen and enhance Jingzhida's core competitiveness, positively impacting its future development [3] Group 2 - Other companies such as Hanhigh Group, World, Xinlitai, and Dingtong Technology received over 50 institutional investigations [4] - World announced that by the first half of 2025, it expects to develop over 15 core component customers, achieving an order amount exceeding 4 million yuan, a year-on-year increase of approximately 240% [4] - Dingtong Technology stated that its liquid cooling products are primarily used for heat dissipation in connectors and optical module signal transmission contact surfaces [4] Group 3 - The average stock price of companies investigated by institutions fell by nearly 1% in the past week, while stocks like Fuzhijie Environmental Protection and Zhangjiang Hi-Tech rose over 20% [5] - Fuzhijie Environmental Protection is collaborating with East China University of Science and Technology on key technology development for green methanol production from biogas [5] - Huazhi Technology is developing solid-state battery thermal pressing fixtures with three core features aimed at improving production efficiency [5] Group 4 - Haibo Sichuang's stock price has been reaching historical highs, with the company noting a shift in the energy storage market from price-driven to value-driven, emphasizing cost-effectiveness and economic benefits over the equipment's lifecycle [6]

Group 1 - The company, Luhua Technology (600691.SH), has developed a CO2 hydrogenation green methanol synthesis skid device based on customer demand [1]

Core Insights - A total of 47 stocks hit the daily limit up, with 9 stocks in a continuous rise, indicating a market trend shift [1] - High-position stocks experienced a significant decline, with over 3,400 stocks falling and 20 stocks hitting the daily limit down [1] - The green methanol concept has emerged strongly, with several companies in this sector seeing notable gains [1] Stock Performance - The upgrade rate for stocks in continuous rise was 30%, excluding ST and delisted stocks [1] - Notable declines included Huasoft Technology, Kaimete Gas, Lianang Micro, and Lianmei Holdings, all hitting the daily limit down [1] - Dazhong Public Utility and Fulongma faced two consecutive limit downs, while Hangzhou Electric and Taimushi experienced three consecutive limit downs [1] Sector Activity - The domestic chip industry remains partially active, with several companies announcing their latest developments in the capital market [1] - Yangyuan Beverage and Xianglong Electric, associated with Changjiang Storage, saw three consecutive limit ups, while Huajian Group and Shangs 实 Group, linked to Shanghai Microelectronics, also experienced limit ups [1] - The green methanol sector saw significant activity, with companies like Jiazhe New Energy and Luhua Technology achieving consecutive limit ups [1] Government Initiatives - Wang Hongzhi, the head of the National Energy Administration, emphasized the need to enhance the local consumption of renewable energy and accelerate the exploration and demonstration of multi-energy conversion technologies, such as green electricity for hydrogen and methanol production [1]