港股晨报 港股回顾 点，跌幅随即扩大至 247 点，低见 23730 点，其后跌幅 一度收窄至仅 20 点，午后大盘走势偏软，尾盘沽压再 度扩大。截至收盘，恒指收报 23831 点，下跌 145 点或 0.61%；国指收报 9656 点，下跌 47 点或 0.49%，大市 成交进一步减至 827.99 亿。港股通录得净流入资金 4.84 亿，其中港股通(沪)净流入 2.83 亿，港股通(深)净 流入 2.01 亿。板块方面，本地地产、软件、5G 概念板 块跌幅靠前；黄金股逆市走强。 周二港股市场单边下挫，恒生指数收跌 1.82%， 报 26590.32 点；恒生科技指数跌 2.13%，报 5270.7 点；恒生中国企业指数下挫 2.06%，报 9007.86 点。市场成交额 2509.92 亿港元，较前 一交易日 1729.63 亿港元显著放量。恒生指数成 分股中，中国生物制药跌 6.6%，翰森制药跌 6.4%，中国人寿跌 6.1%，万洲国际涨 4.4%。恒生 科技指数成分股中，金蝶国际跌 7.8%，商汤-W 跌 5.8%，华虹半导体涨 3.1%。港股通成分股中，中 国中免跌 10.5%。 美股市场 1. 周 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 华为2025年销售收入超8800亿元 2026广东全省高质量发展大会上，华为公司董事长梁华在发言中提到，公司整体经营稳健，2025年实现销售收入超8800亿元人 民币。他表示，"目前，鸿蒙生态正在从可用走向好用，搭载HarmonyOS 5和 HarmonyOS 6的终端设备数突破4000万，可获取的 原生应用和元服务超过7.5万个。南方电网牵头打造开放原子电鸿开源社区，让一套系统覆盖不同类型、不同品牌的电力设备， 海量终端数据互联互通正在成为现实。" 雷军公布新一代SU7赤霞红配色 2月24日，小米创始人、董事长雷军在社交平台发布多条内容，公布了新一代SU7全新配色——赤霞红。据雷军介绍，这款赤霞 红配色的灵感取自破晓时刻的霞光，以正红色漆为基底，并融入细微的金属鳞片。他还表示，新一代SU7即将发布，小订已经 开启，"这款红色大家满意的话，欢迎小订"。 刘强东宣布投资50亿进入游艇行业 近日，刘强东创立了游艇独立品牌Sea Expandary，在 ...

上证报中国证券网讯（刘禹希 记者 徐蔚）截至2月24日，A股两融余额为26227.57亿元，较上一交易日增加346.32亿元，占A股流通市值比例为2.52%。当日 两融交易额为2281.23亿元，较上一交易日增加482.89亿元，占A股成交额的10.28%。 资金流向方面，申万31个一级行业中有26个行业获融资净买入，其中，电子行业获融资净买入额居首，当日净买入65.39亿元；获融资净买入的行业还有计 算机、有色金属、电力设备、通信等。 | 序号 | | | | | --- | --- | --- | --- | | | 证券代码 ◆ | 证券简称 = | 交易日期 ◀ | | 7 | 300308.SZ | 中际旭创 | 2026-02-24 | | 2 | 688111.SH | 金山办公 | 2026-02-24 | | ന | 600176.SH | 中国巨石 | 2026-02-24 | | ব | 000021.SZ | 深科技 | 2026-02-24 | | 5 | 300442.SZ | 润泽科技 | 2026-02-24 | | 6 | 600519.SH | 贵州茅台 | 2026-02 ...

昨天（2月24日），在全市2025年度高质量发展总结暨作风建设大会的会场，一群参会者格外引人 注目，他们是30位扎根基层各领域的先进典型代表，此次受邀列席大会。 这些代表是来自田间地头、科研一线、镇村社区、产业前沿的实干先锋，不乏全国劳动模范、全国 时代楷模、全国优秀共产党员等榜样人物。他们认真聆听会议各项部署，一致表示，将以此次大会为新 起点，传承弘扬和发展好苏州"三大法宝"，以过硬作风扛起责任担当，用实干实绩书写崭新答卷。 "会议对苏州'三大法宝'的深刻阐述，为我们基层干部干事创业注入强大精神动力。"吴江区盛泽镇 黄家溪村党委书记陈志明表示，新的一年，黄家溪村将深耕"一粒米、一朵花、一味药"特色产业，推动 稻米深加工、油菜全链增值，加快康养业态成型，让农业更有竞争力；推进村庄微更新等项目，持续美 化乡村环境、涵养淳朴乡风，把民生实事办到百姓心坎上。 下周，深耕水稻育种科研一线的常熟市政府农业特别顾问端木银熙将奔赴海南开展育种工作。"脚 踩泥土，更要脚踏实地。"他表示，将把会议精神带回科研团队，凝聚团队力量，继续全身心投入水稻 育种科研，以培育优质、高产、抗病的绿色粮食品种为核心目标，牢牢守护国家粮食安全， ...

羊城晚报记者 王丹阳 莫谨榕 沈钊 在广东"新春第一会"上，一幅以"链"为基、以"群"为势，制造业与服务业协同进化、相互赋能的壮阔图 景，正在岭南大地徐徐展开。 深融是核心竞争力 在广东，产业链价值链重构的深度协同，催生出全新的产业形态和商业模式。全球时尚零售巨头希音 （SHEIN）的崛起，便是这一变革的生动注脚。 在24日举行的全省高质量发展大会上，广州希音国际进出口有限公司创始人兼董事长许仰天表示，制造 业与服务业的深度融合是希音的核心竞争力。企业以数据为纽带，将碎片化需求转化为生产指令，同时 将跨境物流与制造环节深度绑定，实现市场数据实时驱动工厂产能调整。 希音自2014年落户广州以来，保持高速增长，2025年平台出口额超千亿元，业务覆盖160多个国家和地 区，已成长为全球三大时尚零售商之一。 两业深度融合的深入推进，离不开数字技术的强力赋能。人工智能正成为这场变革的核心引擎。 西门子（中国）有限公司副总裁兼Xcelerator中国总经理胡建钧表示："广东正在全力建设具有国际竞争 力的现代化产业体系，前瞻布局'人工智能+机器人'等新质生产力，这与西门子的发展方向高度契合。" 胡建钧介绍，西门子依托数字经 ...

Core Insights - The report highlights the strong performance of the communication resources sector, leading the A-share market's upward trend, with a focus on investment opportunities in telecommunications and technology sectors [5][8][22] - The semiconductor industry is experiencing significant growth, driven by increased capital expenditure from major cloud companies and rising demand for AI-related hardware [31][34][35] - The agricultural sector, particularly in pig farming, shows signs of price stabilization and potential upward trends due to supply constraints [21][20] Domestic Market Performance - The Shanghai Composite Index closed at 4,117.41, with a slight increase of 0.87%, while the Shenzhen Component Index rose by 1.36% to 14,291.57 [3] - The A-share market is characterized by a mixed performance across sectors, with telecommunications, coal, and precious metals showing strength, while sectors like tourism and gaming lagged [5][9][10] International Market Performance - The Dow Jones Industrial Average closed at 30,772.79, down by 0.67%, while the S&P 500 and Nasdaq also experienced slight declines [4] - The international market reflects a cautious sentiment, with various indices showing mixed results, indicating potential volatility [4] Industry Analysis - The report discusses the strong performance of the AI sector, with significant advancements in AI models and applications expected to disrupt traditional industries such as media and software [17][19] - The telecommunications industry is projected to benefit from increased capital expenditures and technological advancements, with a focus on 5G and cloud integration [22][26] - The semiconductor industry is on an upward trajectory, with substantial growth in sales and capital investments anticipated, particularly in AI infrastructure [31][33][34] Investment Recommendations - Investors are advised to focus on sectors such as telecommunications, AI, and semiconductors, which are expected to yield strong returns due to ongoing technological advancements and market demand [19][34][35] - The report suggests a balanced investment strategy, emphasizing the importance of monitoring macroeconomic indicators and policy changes that could impact market dynamics [5][11][12]

碳足迹，是指由个人、组织、事件或产品直接和间接造成的温室气体排放总量，通常以二氧化碳当量表 示，可分为国家碳足迹、城市碳足迹、组织碳足迹、企业碳足迹、家庭碳足迹、产品碳足迹以及个人碳 足迹。 在各类碳足迹中，产品碳足迹是应用最广的概念。产品碳足迹指的是产品的整个生命周期，包括从原材 料的生产、运输、分销、使用到废弃等流程所产生的碳排放量总和，是衡量生产企业和产品绿色低碳水 平的重要指标。 登录新浪财经APP 搜索【信披】查看更多考评等级 加快提升工业产品碳足迹管理水平，建立健全碳足迹管理体系，是促进工业绿色低碳转型的重要途径。 近日，工业和信息化部、生态环境部、国家发展改革委、市场监管总局4部门联合发布了第三批73项工 业产品碳足迹核算规则团体标准推荐清单，涵盖石化、钢铁、有色、建材等13个重点行业。 专家认为，清单聚焦市场需求迫切、减排贡献突出、产业链关联性强、供应链带动作用明显，以及国际 贸易量大的产品领域，将为支撑完善我国产品碳足迹管理体系、助力实现"双碳"目标发挥重要作用。 规范排放管理 确定产品碳足迹是减少企业碳排放行为的第一步。对于企业而言，有助于企业真正了解产品对气候变化 的影响，并由此采取可行 ...

Group 1 - The article provides an objective ranking of open-end fund net values, highlighting the top and bottom performers without subjective bias [1] - The top 10 funds with the highest net value growth include Wanji Cycle Vision Stock Initiation C, Wanji Cycle Vision Stock Initiation A, and Huaxia Digital Industry Mixed A, among others, with growth rates ranging from 5.80% to 7.40% [2] - The bottom 10 funds with the lowest net value growth include Qianhai Kaiyuan Artificial Intelligence Theme Mixed C and A, with declines ranging from -6.42% to -8.04% [4] Group 2 - The Shanghai Composite Index opened high and experienced a narrow range of fluctuations, with a total transaction volume of 2.21 trillion, and a stock rise-to-fall ratio of 4006:1392 [6] - Leading sectors included oil and building materials, with gains exceeding 4%, while media, entertainment, tourism, and internet sectors saw declines of over 2% [6] - The fund with the fastest net value growth is Huaxia Digital Industry Mixed A, while the fund with the poorest performance is Qianhai Kaiyuan Artificial Intelligence Theme Mixed C [6][8] Group 3 - The top holdings of the funds show a concentration in the technology and communication sectors, with significant daily gains in stocks like Shengyi Technology and Zhongji Xuchuang [7][8] - The top ten holdings account for 72.99% of the total holdings in one fund, indicating a strong focus on specific sectors, particularly in artificial intelligence [7] - Another fund shows a top holding concentration of 61.18%, with notable daily gains in stocks like Changfei Optical Fiber and Zhongji Xuchuang, suggesting a shift in investment strategy [8]

A股马年首个交易日迎来普涨，多数核心指数的涨幅都在1%～2%。从2010年以来的统计数据来看，春节假期过后，A股短期实现"开门红"的概率较高。 不过，今年春节假期期间，在港股市场大热的AI大模型、机器人，以及假期数据不错的消费板块今天在A股"意外"遇冷，真正领跑的却是石化、建材、基础 化工、有色金属、煤炭、钢铁等一众"老登"资产。 券商：春季行情仍将延续 今日，A股市场呈现普涨格局，多数核心指数的涨幅都落在1%-2%的区间，其中上证指数上涨 0.87%，收于 4117.41 点，重回 4100 点上方。相比之下，科技 板块走势相对偏弱，科创50、科创100指数分别下跌0.34%、1.55%。 | 指数 | T-20 | T-10 | T-5 | T+5 | T+10 | T+20 | T+ | | --- | --- | --- | --- | --- | --- | --- | --- | | 万得全A | -1.10% | 0.41% | 1.43% | 1.77% | 2.71% | 4.06% | 4.83 | | 上证指数 | -0.86% | 0.44% | 1.01% | 1.04% | 1.6 ...

Summary of Conference Call Records Industry Overview - The conference call primarily discusses the A-share market in China, focusing on market trends, sector performance, and investment opportunities post-Chinese New Year [1][2][3]. Key Points and Arguments Market Performance and Trends - The A-share market exhibited a strong oscillation pattern before the Chinese New Year, with the Shanghai Composite Index peaking at 4,142 points, aligning with the expected range of 4,000 to 4,150 points [2][3]. - Major indices failed to break above the 5-week moving average due to large funds suppressing market movements, indicating a preference for maintaining a range-bound market rather than a rapid upward trend [3][5]. - The market is currently in an ABC adjustment structure, with the B phase ongoing, suggesting that a clear upward movement is unlikely until the C phase is completed [9][14]. Sector Performance - Sectors that performed well before the holiday include technology growth, computing, electronics, media, and telecommunications, which are closely related to the mainstream market trends since September 24, 2022 [4]. - The consumer sector, particularly retail and general consumption, saw significant capital outflows, reflecting a lack of investor confidence in economic recovery [7]. - The food and beverage sector is not expected to experience a major upward trend, with a clear bearish pattern observed [8]. Investment Opportunities - Short-term investment strategies are recommended, focusing on sectors with lower price levels and potential for quick gains, such as brokers, building materials, and banks [20]. - The technology growth sector, including AI applications and robotics, may present localized investment opportunities, but significant upward trends are not anticipated [18]. - The first quarter of 2026 may see the non-ferrous metals sector forming a significant bottom, with a notable increase in the index by 97.5 points in 2025 [21]. Market Sentiment and Future Outlook - The market is expected to maintain a high-risk preference in the short term, with potential for continued focus on technology growth sectors, although caution is advised due to the last trading day before the holiday [6][15]. - New funds are advised to wait for clearer investment opportunities post-March, as the current environment does not favor long-term investments [19][16]. - The overall market structure is likely to remain balanced, with a mix of growth and value styles emerging [30]. Other Important Insights - The recent appreciation of the RMB, surpassing 6.89, is seen as beneficial for the A-share market, supporting a positive outlook for capital markets [11]. - The upcoming political events, such as the two sessions in March, are anticipated to provide clearer investment signals [16]. - The historical context of spring market movements suggests a potential for short-term volatility, but with a cautious approach to avoid chasing high prices [28][31]. This summary encapsulates the key insights from the conference call, providing a comprehensive overview of the current state and future outlook of the A-share market and relevant sectors.