证券研究报告 | 2026年03月09日 机构关注与龙虎榜：近一周内调研机构较多的股票是利通科技、光力科技、 斯菱智驱、国机精工、新开源、壹网壹创、爱朋医疗、万向钱潮等，利通科 技被 56 家机构调研。20260309 披露龙虎榜数据中，机构专用席位净流入前 十的股票是东阳光、万泽股份、汉得信息、顺网科技、汇绿生态、中远海能、 拓维信息、招商南油、南网能源、美利云等，机构专用席位净流出前十的股 票是恒力石化、恒逸石化、桐昆股份、绿联科技、荣盛石化、兆驰股份、泰 山石油、协鑫能科、宏景科技、锦龙股份等。陆股通净流入前十的股票是华 胜天成、中远海能、洲际油气、顺网科技、招商南油、南网能源、桐昆股份、 国电南自、南网数字、泽宇智能等，陆股通净流出前十的股票是东阳光、拓 维信息、汇绿生态、山东墨龙、恒力石化、兆驰股份、中国长城、锦龙股份、 首都在线、协鑫能科等。 金融工程日报 沪指低开震荡，封板率创近一个月新低 市场表现：20260309 市场全线下跌，规模指数中中证 1000 指数表现较好， 板块指数中创业板指表现较好，风格指数中沪深 300 价值指数表现较好。煤 炭、计算机、电新、电力公用事业、石油石化行业表现较 ...

证券研究报告 | 策略点评 2026 年 03 月 09 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 6 投资策略研究 粤开市场日报-20260309 今日关注 指数涨跌情况：今日 A 股主要指数悉数收跌。截止收盘，上证指数跌 0.67%， 收报 4096.60 点；深证成指跌 0.74%，报 14067.50 点；科创 50 跌 1.69%， 收报 1390.48 点；创业板指跌 0.64%，收报 3208.58 点。总体上，全天个股 涨少跌多，Wind 数据显示，全市场 1422 只个股上涨，3960 只个股下跌，102 只个股收平。沪深两市今日成交额合计 26475 亿元，较上个交易日放量 4474 亿元。 行业涨跌情况：今日申万一级行业涨少跌多，煤炭、综合、计算机、电力设 备等涨幅靠前，涨幅分别为 2.92%、2.77%、1.61%、1.12%，通信、交通运 输、美容护理、国防军工等跌幅靠前，跌幅分别为 2.38%、2.3 ...

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index slightly down by 0.01% closing at 4146.63 points, while the Shenzhen Component Index increased by 0.19% to 14503.79 points. The ChiNext Index fell by 0.29% to 3344.98 points, and the Sci-Tech 50 Index rose by 0.85% to 1485.86 points. Overall, 2481 stocks rose while 2866 stocks fell, with a total trading volume of 25,384 billion yuan, an increase of 759 billion yuan compared to the previous trading day [1]. Industry Performance - Among the Shenwan first-level industries, telecommunications, electronics, defense and military industry, machinery equipment, and steel sectors led the gains with increases of 2.84%, 1.98%, 1.52%, 1.41%, and 1.33% respectively. Conversely, the real estate, media, non-bank financials, commercial retail, and food and beverage sectors experienced declines of 2.25%, 1.45%, 1.42%, 1.22%, and 1.20% respectively [1]. Concept Sector Performance - The top-performing concept sectors today included circuit boards, copper-clad laminates, optical communications, liquid-cooled servers, cultivated diamonds, high-speed copper connections, servers, ultra-high voltage, IDC (computing power leasing), East Data West Computing, advanced packaging, superhard materials, AI computing power, semiconductor equipment, and wind power generation. In contrast, sectors such as selected real estate, primary real estate developers, selected cement manufacturing, selected insurance, and short drama games saw corrections [2].

Market Overview - The A-share market saw all major indices close higher today, with the Shanghai Composite Index up 0.05% at 4134.02 points, the Shenzhen Component Index up 0.86% at 14283.00 points, the Sci-Tech 50 Index up 1.78% at 1480.99 points, and the ChiNext Index up 1.32% at 3328.06 points [1][12] - Overall, there were 2107 stocks that rose and 3273 stocks that fell, with a total trading volume of 21,417 billion yuan, an increase of 1,575 billion yuan compared to the previous trading day [1][12] Industry Performance - Among the Shenwan first-level industries, the top gainers included the comprehensive sector (up 5.31%), electronics (up 1.73%), electric equipment (up 1.65%), and computers (up 1.58%). The sectors that saw the largest declines were beauty care (down 1.77%), retail (down 1.57%), textiles and apparel (down 1.49%), and agriculture, forestry, animal husbandry, and fishery (down 1.49%) [1][12] Concept Sector Performance - The leading concept sectors today included optical modules (CPO), optical chips, optical communications, AI computing power, IDC (computing power leasing), ultra-high voltage, GPU, selected rare metals, fiberglass, cloud computing, DeepSeek, liquid-cooled servers, East Data West Computing, Huakun Zhenyu, and charging piles [2]

Market Overview - The A-share market showed a mostly positive trend today, with the Shanghai Composite Index rising by 0.48% to close at 3683.46 points, and the Shenzhen Component Index increasing by 1.76% to 11551.36 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 21,509 billion, an increase of 2,694.17 million compared to the previous trading day [1] - Among the major indices, the ChiNext Index saw the highest increase, rising by 3.62% to 2496.50 points [1] Industry Performance - The leading sectors today included telecommunications, non-ferrous metals, electronics, pharmaceutical biology, power equipment, and national defense, which all experienced gains [1] - Conversely, sectors such as banking, coal, food and beverage, textiles and apparel, public utilities, and oil and petrochemicals faced declines [1] Sector Highlights - Notable concept sectors with significant gains included optical modules (CPO), optical chips, industrial gases, optical communications, CRO, circuit boards, servers, selected industrial metals, cultivated diamonds, Huakun Zhenyu, innovative drugs, photovoltaic inverters, semiconductor materials, and IDC (computing power leasing) [2]