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【机构策略】短期市场或维持震荡走势
Zheng Quan Shi Bao Wang· 2025-05-21 01:01
中原证券认为,周二A股市场高开高走、小幅震荡上行,盘中汽车、食品饮料、光学光电子以及文化传 媒等行业表现较好;航运港口、航天航空、煤炭以及房地产等行业表现较弱,沪指全天基本呈现小幅震 荡上行的运行特征。一季度GDP同比增长5.4%,经济复苏动能强劲,企业盈利增速拐点显现,现金流 改善为市场提供基本面支撑。人民币汇率企稳回升,外资流入预期增强,流动性环境整体宽松。预计短 期市场以稳步震荡上行为主,市场有望延续结构性行情,政策支持与流动性宽松为市场提供底部支撑。 仍需密切关注政策面、资金面以及外盘的变化情况。 东莞证券认为,周二,大盘高开后红盘震荡,北证50、微盘股指数均创历史新高。海外市场方面,美联 储副主席杰斐逊表示,在制定货币政策时,将把穆迪下调美国信用评级视为普通的经济数据;纽约联储 主席威廉姆斯表示,在贸易动荡的背景下,对外国投资者撤离美国资产的担忧确实存在,但他认为,美 国"避风港"地位目前并未面临紧迫风险。国内市场方面,4月经济数据顶住压力稳定增长。往后看,外 部环境不确定性仍存在,但当前A股市场具备较高的战略定力和更强的韧性,大盘在此位置也有进一步 上行的动力。短期市场或维持震荡走势,长期看市场有 ...
引导“就业长在产业”上——看湖北如何多措并举稳就业
Zhong Guo Jin Rong Xin Xi Wang· 2025-05-20 23:51
Core Viewpoint - Hubei Province is actively addressing structural employment issues for youth, particularly recent graduates, by enhancing the alignment between education and industry needs, thereby promoting high-quality employment opportunities [1][4]. Group 1: Employment Challenges - Youth face structural employment challenges due to unclear career choices and a disconnect between education and job requirements, leading to a situation where there are jobs available but not enough qualified candidates [2]. - The gap between academic training and industry needs is evident, particularly in sectors like energy and new energy vehicles, where a significant talent shortage is projected by 2025 [2]. - Many graduates opt for "slow employment" or pursue further studies, which can lead to missed job opportunities during peak hiring seasons [2][3]. Group 2: Policy and Initiatives - Hubei has integrated employment promotion with industrial development, utilizing digital platforms to enhance job matching and information dissemination [4]. - Various recruitment events and initiatives have been launched to connect students with job opportunities, including specialized recruitment zones for different sectors [5]. - The province is encouraging students to consider employment in rural areas and less popular sectors by highlighting local development and job opportunities [5]. Group 3: Education and Industry Collaboration - Hubei is focusing on enhancing collaboration between educational institutions and industries, with over 80 schools partnering with more than 800 companies to create tailored training programs [7]. - The establishment of dual mentorship programs, where students receive guidance from both academic and industry mentors, is helping to bridge the gap between education and practical skills [7]. - Skills training is being prioritized, with a significant number of vocational schools achieving high employment rates, indicating a successful alignment of training with market needs [8]. Group 4: Support for Entrepreneurship - Hubei is fostering a supportive environment for young entrepreneurs through initiatives like the "Youth Entrepreneurship City," which provides resources and infrastructure for startups [9]. - The integration of living and working spaces is being emphasized to attract and retain young talent in urban areas [10]. - A comprehensive service system is being developed to support youth in their employment and entrepreneurial endeavors, ensuring they have access to necessary resources and support [9].
斯迪克:光学显示板块进口替代进程有加速的预期
news flash· 2025-05-20 13:27
斯迪克:光学显示板块进口替代进程有加速的预期 金十数据5月20日讯, 斯迪克近日在接受机构调研时表示,光学显示板块是公司研发投入最大、产品附 加值最高的业务板块,该领域的市场很大,长期以来美国和日本的供应商占领了绝大多数的市场份额。 近年来,斯迪克在折叠屏和VR眼镜领域,已经积累了一定的经验,光学显示板块的销售收入呈现快速 增长的态势。全球关税风暴之后,该领域进口替代的进程有加速的预期。 ...
东田微(301183) - 2025年5月20日投资者关系活动记录表
2025-05-20 09:44
湖北东田微科技股份有限公司 投资者关系活动记录表 编号:2025-002 投资者关系活动类 别 特定对象调研 分析师会议 □媒体采访 □业绩说明会 □新闻发布会 路演活动 现场参观 □其他: 参与单位名称及人 员 泽源资产:吴亚平 财通基金:张胤 摩根士丹利基金:李子扬、 蔡龑 喜世润:杨渝 颐和久富:张准 德邦基金:董纯 宝 盈基金:叶秀贤 华商基金:朱锟旭 博时基金:肖达 中加基 金:黄翱 时间 2025 年 5 月 14 日至 5 月 19 日 地点 现场、线上会议 公司接待人员姓名 董事会秘书、财务总监:李广华 投资总监:胡开斌 投资者关系活动主 要内容介绍 公司首先向投资者简单介绍了公司的基本情况,然后进入问答 交流阶段。 Q1:公司旋涂滤光片业务发展情况及未来市场展望。 答:公司旋涂滤光片自 2022 年研发成功并实现量产以来,出货 量一直保持稳定增长趋势,为公司贡献了较大的业绩增量。公司目 前是国内旋涂滤光片产品的主要供应商之一,在安卓手机终端中保 持着较高的市场份额。 旋涂滤光片是普通滤光片的升级产品,能有效抑制红光 Flare、 鬼影,大幅提升成像质量,目前主要用在中高端以及旗舰手机,渗 透 ...
主力资金监控:欧菲光净买入超15亿
news flash· 2025-05-20 06:26
数据显示,今日主力资金净流入电子、 光学光电子、 医药等板块,净流出 国防军工、 基础化工、 计 算机等板块,其中国防军工板块净流出超29亿元。个股方面, 欧菲光涨停,主力资金净买入15.46亿元 位居首位, 贝因美、 梦网科技、 奥飞娱乐主力资金净流入居前; 宁波海运遭净卖出超4亿元位居首 位, 利君股份、 成飞集成、 中毅达主力资金净流出额居前。 ...
工信部:一季度国家高新区规上工业增加值估算达1.7万亿元
Ren Min Wang· 2025-05-20 02:25
Core Viewpoint - The National High-tech Zones in China have achieved significant progress in high-quality development, with notable advancements in economic performance, technological innovation, high-tech industry growth, and enterprise competitiveness [1][2]. Economic Development - In Q1 2024, the National High-tech Zones achieved an industrial added value of 1.7 trillion yuan, representing a year-on-year growth of 7.1% [1]. - The projected GDP for the National High-tech Zones in 2024 is 19.3 trillion yuan, with a nominal growth of 7.6% compared to the previous year, and an average annual growth rate of 11% since 2012 [1]. Technological Innovation - National High-tech Zones host 70% of the national manufacturing innovation centers and 80% of key laboratories, with R&D expenditure and invention patents accounting for approximately 50% of the national totals [1][2]. - Original technologies and first products, such as general artificial intelligence systems and brain-machine interface systems, are continuously emerging from these zones [1]. High-tech Industry Development - The National High-tech Zones are being guided to strengthen leading industries and enhance cross-zone industrial collaboration, with initiatives like the establishment of AI industry innovation networks [2]. - Key industry clusters include the new generation information technology in Zhongguancun, which has reached a trillion-level scale, and the integrated circuit industry in Zhangjiang, Shanghai, which accounts for 20% of the national market [2]. Enterprise Competitiveness - By the end of 2024, National High-tech Zones are expected to host 33% of the national high-tech enterprises, 46% of specialized "little giant" enterprises, and 67% of unicorn companies [2]. - The zones are enhancing specialized services and support for enterprises, leading to significant improvements in innovation capabilities and overall competitiveness [2].
光博会上新气象:两院院士称呼首次“消失”
Chang Jiang Ri Bao· 2025-05-20 00:37
记者致电中国科学院,对方表示,该院对院士活动有明确规定。中国工程院新闻办公室电话则无人接听。 "要做国家需要的事。"5月16日,中国工程院教授范滇元在接受采访时表示。当天,在光博会的一场内部研讨会上,这位激光物理学家 与多位业界同仁一起,共商光谷建设光电子信息世界级先进制造业集群。 光博会是我国规格最高、最具影响力的光电子信息专业展会之一。2002年举办至今,每一届都有海内外院士到场,不少前沿技术实现 产业化。 两院院士称呼"消失",光电子之外的专家学者并未缺席。光博会开幕式前一天,90岁的中国科学院院士殷鸿福赶来会场,细看 开幕式上,周济作主题报告,大屏幕上身份介绍为国家制造强国建设战略咨询委员会主任、中国工程院教授;李德仁作主题报告,身 份介绍是国家最高科学技术奖获得者、武汉大学教授。 通信专家邬贺铨不下8次来武汉参加光博会。前几次,他的身份都是中国工程院院士;这一次,他的头衔变成中国工程院教授。在组 委会制作的一张介绍参会专家的海报上,两院院士统一被称为"国内大咖";与之对应的是,参会的9位海外院士依旧保持原有称谓。 两院院士称呼为何"消失"?记者查阅资料看到,2023年9月公布的《中国科学院院士行为规 ...
湖北15条举措诚邀楚商返乡 89个重点项目签约金额超千亿
Chang Jiang Shang Bao· 2025-05-19 23:43
Core Viewpoint - The Hubei Provincial Government has launched an action plan to encourage Hubei merchants to return and invest in their hometown, aiming to establish over 1,800 new registered enterprises with an investment of over 1 billion yuan each year [1][4]. Group 1: Action Plan and Objectives - The action plan includes 15 measures focused on building a database of Hubei merchants, enhancing communication channels, increasing the influence of investment platforms, ensuring project implementation, and creating a supportive environment for returning merchants [1][4]. - The goal is to achieve a yearly increase of over 10% in the number of signed projects and an 8% increase in the investment amount of projects that commence [4]. Group 2: Project Signings and Economic Impact - A total of 89 key projects have been signed, covering sectors such as optoelectronics, intelligent manufacturing, and health, with a total investment amount of 116.354 billion yuan [2]. - Since the beginning of the year, Hubei has conducted over 1,200 events related to the return of Hubei merchants, resulting in 3,552 signed projects with investments exceeding 1 billion yuan, totaling 386.88 billion yuan [3]. Group 3: Database and Communication Enhancements - The plan emphasizes the establishment of a classified database for Hubei merchants, which includes information on listed companies and their executives, to facilitate targeted investment attraction [4]. - The action plan also aims to create a digital platform for "Hubei Merchants Returning," providing comprehensive information on investment opportunities and policies [5]. Group 4: Support for Project Implementation - The action plan outlines the need for improved financial services to meet the high-quality development financing needs of returning enterprises, as well as ensuring the availability of land, labor, and energy resources [5].
水晶光电连跌5天,南方基金旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-05-19 14:37
5月19日,水晶光电连续5个交易日下跌,区间累计跌幅-5.74%。浙江水晶光电科技股份有限公司致力于成为"全球卓越的一站式光学解决方案专家",提供从 元器件到模组及解决方案的一站式专业服务。 财报显示,南方基金旗下南方中证500ETF为水晶光电前十大股东,今年一季度减持。今年以来收益率-0.04%,同类排名1805(总3297)。 | 南方中证500ETF | | --- | | 今年以来各阶段业绩及同类排名 | | 阶段涨幅 | 季度涨幅 年度涨幅 | | | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | -1.23% | 2.96% | -3.71% | -3.61% | -0.04% | | 同类平均0 | 0.58% | 3.69% | -1.64% | -0.06% | 1.64% | | 沪深300 | -0.35% | 2.77% | -1.60% | -2.51% | -1.47% | | 跟踪标的� | -1.26% | 2.88% | -3.75% | -3.64% ...
二季度经济运行开局如何?国家统计局权威解读
Zheng Quan Shi Bao· 2025-05-19 04:39
Economic Overview - In the first four months of 2023, multiple economic indicators showed a year-on-year growth acceleration compared to Q1, indicating stable growth in production and demand, overall stable employment, and the accumulation of new growth drivers [1][4] - The National Bureau of Statistics reported that the total value of goods imports and exports increased by 2.4% year-on-year, accelerating by 1.1 percentage points compared to Q1 [4] Industrial Growth - In April, the industrial added value of large-scale enterprises increased by 6.1% year-on-year, exceeding market expectations by 0.9 percentage points [2] - Among 41 major industries, 36 experienced year-on-year growth, indicating a broad growth base [2] - High-tech manufacturing added value grew by 10% year-on-year, significantly outpacing overall industrial growth [2][3] New Growth Drivers - In April, production of new energy vehicles and lithium-ion batteries for vehicles surged by 38.9% and 61.8% respectively, showcasing rapid growth in smart products [3] - The manufacturing value added of smart drones and smart vehicle-mounted equipment increased by 74.2% and 29.3% respectively, far exceeding the overall industrial growth rate [3] Employment Situation - The urban surveyed unemployment rate in April was 5.1%, a decrease of 0.1 percentage points from the previous month, marking two consecutive months of decline [7] - The average urban surveyed unemployment rate for January to April was 5.2%, consistent with the same period last year [7] Investment Trends - From January to April, fixed asset investment (excluding rural households) reached 147,024 billion yuan, growing by 4.0% year-on-year, with a 0.10% month-on-month increase in April [5][6] - The focus on improving and safeguarding livelihoods, along with significant regional strategies, is expected to drive sustained investment growth [6]