证券时报·数据宝统计，截至上午收盘，今日沪指涨0.86%，A股成交量732.14亿股，成交金额8621.15亿 元，比上一个交易日增加8.15%。个股方面，4829只个股上涨，其中涨停123只，501只个股下跌。从申 万行业来看，商贸零售、综合、有色金属等涨幅最大，涨幅分别为3.27%、3.07%、2.77%；食品饮料、 家用电器等跌幅最大，跌幅分别为0.07%、0.01%。（数据宝） | 国防军工 | | | | 泰豪科技 | | | --- | --- | --- | --- | --- | --- | | 交通运输 | 0.16 | 244.29 | -6.84 | 海汽集团 | 9.99 | | 家用电器 | -0.01 | 150.60 | 15.35 | 海信视像 | -3.11 | | 食品饮料 | -0.07 | 245.69 | -13.26 | 贝因美 | -2.60 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 今日各行业表现（截至上午收盘） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅 ...

Core Viewpoints - The A-share market saw collective gains last Friday, with the Shanghai Composite Index rising by 0.45%, the Shenzhen Component Index by 0.82%, and the ChiNext Index by 1.36% [1][6] - The total trading volume in the Shanghai and Shenzhen markets reached 13,484.81 billion yuan [1][6] - In terms of industry performance, electronics, automobiles, and machinery equipment led the gains, while agriculture, coal, and real estate sectors lagged [1][6] - The Hang Seng Index rose by 1.13%, and the Hang Seng Technology Index increased by 1.8% [1][6] - Internationally, all three major U.S. indices also closed higher, with the Dow Jones up by 1.56%, S&P 500 by 1.81%, and Nasdaq by 2.06% [1][6] Important News - In Q1 2025, the cumulative increase in social financing scale reached 15.18 trillion yuan, which is 2.37 trillion yuan more than the same period last year [2][7] - As of the end of March, the broad money (M2) balance was 326.06 trillion yuan, showing a year-on-year growth of 7% [2][7] - The U.S. government announced a product exemption list that includes a principle stating that if the U.S. component accounts for 20% or more of the total customs value of imported goods, it will not be subject to additional tariffs [2][7] Industry Insights - The semiconductor industry is expected to see an increase in domestic market share due to the ongoing tariff disputes, with a focus on the optimization of the competitive landscape for mature process chips [8][10] - The Chinese Semiconductor Industry Association has issued new rules for the origin of semiconductor products, which may enhance the competitiveness of domestic products against U.S. imports [8][10] - The initiative to prioritize the procurement of domestic advanced equipment and materials aims to strengthen the supply chain's autonomy and stability [10][11] Investment Recommendations - The acceleration of the semiconductor industry's domestic production process presents investment opportunities, particularly in the area of mature process chip manufacturers [11] - The comprehensive promotion of the "immediate buy and refund" service for outbound travelers is expected to enhance the attractiveness of international tourism in China, benefiting retail and travel sectors [15]

Market Analysis - The report discusses the impact of Trump's 2.0 tariffs, highlighting that both China and the US have imposed tariffs of 125% on each other's goods, with Canada and the EU also retaliating. Recent actions indicate a potential easing of tensions, as the US announced exemptions for certain products [1][10][12] - Major asset classes experienced volatility, with the VIX index rising sharply, US Treasuries and the dollar facing sell-offs, and gold prices surpassing 3200. The report notes a significant drop in oil prices and a recovery in A-shares after a sharp decline [1][12][13] Domestic Economic Indicators - In March, the Consumer Price Index (CPI) showed a narrowing year-on-year decline at -0.1%, while the Producer Price Index (PPI) saw a wider decline at -2.5%. The PPI-CPI gap widened, indicating a growing disparity between production and consumer prices [2][30] - The report highlights a recovery in industrial production, with specific sectors like methanol and pure alkali showing improvement, while others like tire and polyester experienced declines [2][41] International Economic Indicators - US inflation rates continued to decline in March, with the CPI at 2.4% year-on-year and core CPI at 2.8%. The report notes a decrease in energy prices contributing to this trend [3][49][50] - The report tracks significant geopolitical events, including ongoing discussions regarding the Russia-Ukraine conflict and tensions in the Middle East, which may impact global economic stability [3][45][46] Industry Recommendations - The report suggests focusing on three main investment themes: advancements in AI technology, recovery in consumer stocks, and the rise of undervalued dividend stocks. It emphasizes the importance of valuation in the consumer sector and the potential for recovery driven by policy support [4][43]

资金面上看，两市主力资金全天净流入11.09亿元，今日有11个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨3.77%，全天净流入资金98.31亿元，其次是银行行业，日涨幅为 0.27%，净流入资金为10.43亿元。 商贸零售行业今日下跌0.98%，全天主力资金净流出25.34亿元，该行业所属的个股共100只，今日上涨 的有47只，涨停的有5只；下跌的有52只，跌停的有1只。以资金流向数据进行统计，该行业资金净流入 的个股有33只，其中，净流入资金超千万元的有8只，净流入资金居首的是南宁百货，今日净流入资金 9933.25万元，紧随其后的是益民集团、小商品城，净流入资金分别为7066.99万元、4160.24万元。商贸 零售行业资金净流出个股中，资金净流出超亿元的有6只，净流出资金居前的有王府井、永辉超市、中 国中免，净流出资金分别为5.00亿元、4.67亿元、3.66亿元。（数据宝） 沪指4月11日上涨0.45%，申万所属行业中，今日上涨的有16个，涨幅居前的行业为电子、汽车，涨幅 分别为3.77%、2.20%。跌幅居前的行业为农林牧渔、煤炭，跌幅分别为3.18%、1.18%。商贸零售 ...

Market Overview - The Shanghai Composite Index rose by 1.16% on April 10, with 31 out of 38 industries experiencing gains, led by the retail trade and textile sectors, which increased by 4.83% and 3.78% respectively [1] - The net inflow of capital in the two markets reached 10.043 billion yuan, with 22 industries seeing net inflows [1] Capital Flow Analysis - The electronics industry had the largest net capital inflow, totaling 3.291 billion yuan, with a daily increase of 2.58% [1] - The food and beverage sector also saw a net inflow of 1.650 billion yuan, with a daily increase of 0.64% [1] - Nine industries experienced net capital outflows, with the computer industry leading at a net outflow of 1.780 billion yuan, followed by the agriculture, forestry, animal husbandry, and fishery sector with an outflow of 0.897 billion yuan [1] Retail Sector Performance - The retail trade industry increased by 4.83%, with a net capital inflow of 1.623 billion yuan, and 98 out of 100 stocks in this sector rose [2] - Notably, 16 stocks hit the daily limit up, while only 2 stocks declined, with 1 stock hitting the daily limit down [2] - The top three stocks by net capital inflow in the retail sector were Kidswant with 187 million yuan, Yonghui Superstores with 174 million yuan, and Zhongbai Group with 167 million yuan [2] Notable Stocks in Retail Sector - The following stocks had significant performance in the retail sector: - Kidswant: +8.62%, turnover rate 15.63%, net inflow 187.496 million yuan [2] - Yonghui Superstores: +3.15%, turnover rate 12.29%, net inflow 174.053 million yuan [2] - Zhongbai Group: +10.06%, turnover rate 22.14%, net inflow 166.897 million yuan [2] Stocks with Capital Outflows - The stocks with the largest capital outflows included: - China Duty Free: -4.99%, net outflow of 215.799 million yuan [3] - Dongbai Group: -4.08%, net outflow of 49.823 million yuan [3] - Sumec Group: -4.48%, net outflow of 21.374 million yuan [3]

证券时报·数据宝统计，截至上午10:28，今日沪指涨1.63%，A股成交量727.23亿股，成交金额8659.61亿 元，比上一个交易日减少6.47%。个股方面，5222只个股上涨，其中涨停115只，140只个股下跌，其中 跌停3只。从申万行业来看，纺织服饰、商贸零售、汽车等涨幅最大，涨幅分别为4.85%、4.72%、 4.64%；煤炭等跌幅最大，跌幅分别为0.30%。（数据宝） 今日各行业表现（截至上午10:28） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 纺织服饰 | 4.85 | 66.08 | 20.61 | 太湖雪 | 29.99 | | 商贸零售 | 4.72 | 261.04 | 21.84 | 中百集团 | 10.06 | | 汽车 | 4.64 | 518.12 | 5.75 | 骏创科技 | 20.80 | | 电子 | 4.62 | 1190.33 | ...

沪指4月9日上涨1.31%，申万所属行业中，今日上涨的有29个，涨幅居前的行业为国防军工、商贸零 售，涨幅分别为6.27%、5.18%。商贸零售行业位居今日涨幅榜第二。跌幅居前的行业为银行、石油石 化，跌幅分别为0.94%、0.07%。 资金面上看，两市主力资金全天净流入74.27亿元，今日有16个行业主力资金净流入，计算机行业主力 资金净流入规模居首，该行业今日上涨3.87%，全天净流入资金36.45亿元，其次是国防军工行业，日涨 幅为6.27%，净流入资金为33.72亿元。 主力资金净流出的行业有15个，农林牧渔行业主力资金净流出规模居首，全天净流出资金32.84亿元， 其次是医药生物行业，净流出资金为13.56亿元，净流出资金较多的还有有色金属、基础化工、电力设 备等行业。 商贸零售行业今日上涨5.18%，全天主力资金净流出4.93亿元，该行业所属的个股共100只，今日上涨的 有94只，涨停的有7只；下跌的有6只，跌停的有1只。以资金流向数据进行统计，该行业资金净流入的 个股有40只，其中，净流入资金超3000万元的有7只，净流入资金居首的是中国中免，今日净流入资金 6.56亿元，紧随其后的是王府井、中 ...

（文章来源：证券时报网） | 代码 | 简称 | 业绩预告 | 业绩预告 | 预计净利润增幅中值 | 最新收盘价 | 今年以来涨跌 | 行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 日期 | 类型 | （%） | （元） | （%） | | | 300199 | 翰宇 | 2025.03.27 | 预盈 | 568.02 | 13.00 | 0.85 | 医药生 | | | 药业 | | | | | | 物 | | 300476 | 胜宏 科技 | 2025.03.10 | 预增 | 319.83 | 61.22 | 45.45 | 电子 | | 301078 | 孩子 | 2025.04.07 | 预增 | 190.00 | 12.14 | 6.68 | 商贸零 | | | 王 | | | | | | 售 | | 300138 | 晨光 | 2025.04.08 | 预增 | 172.08 | 11.59 | 32.91 | 农林牧 | | | 生物 | | | | | | 渔 | | 300100 | 双林 股份 | 2025.0 ...

4月8日，A股三大指数集体上涨。 同花顺iFinD显示，截至今日收盘，上证指数上涨1.58%，深证成指上涨0.64%，创业板指上涨 1.83%，北证50指数上涨4.82%。 全国社会保障基金理事会发布公告称，全国社会保障基金理事会始终坚持长期投资、价值投 资、责任投资理念，坚定看好中国资本市场发展前景，主动融入国家发展战略，近日已主动增 持国内股票，近期将继续增持。在积极开展股票投资的同时实现基金安全和保值增值。 此外，头部险企、地方国资平台等各方面，陆续发声表态，全力支持资本市场。众多龙头上市 公司集中发布回购增持公告。 申万宏源首席策略分析师傅静涛向记者表示，中央汇金积极发挥平准基金功能，A股市场反映 长期积极因素正当时。 中银证券全球首席经济学家管涛认为，此次多部委联合发布政策稳定资本市场，打出政策"组 合拳"，表达了坚定长期看好中国经济、力挺资本市场的决心。这不仅是对中央经济工作会 议"维护金融市场稳定"部署的落实，更标志着中国资本市场稳市机制建设迈向新阶段。 来源：金融时报 行业板块方面，31个申万一级行业中，23个行业指数上涨，8个行业指数下跌。其中，农林牧 渔、商贸零售、食品饮料、煤炭行业指数涨 ...

| 板块 | 2024 全年净利润同比增速 | 2024Q4 单季度净利润同比增速 | | --- | --- | --- | | 全部 A 股 | -0.4% | -6.7% | | 非受融 | -13.7% | -51.9% | | 按宽基指数划分 | | | | 沪深 300 | 5.1% | 6.8% | | 中证 500 | -18.9% | -56.7% | | 中证 1000 | -20.2% | -144.3% | | 中证 2000 | -150.0% | -72.9% | | 其他 | -77.8% | -49.6% | | 按中信一级行业划分 | | | | 农林牧渔 | 852.5% | 214.2% | | 商贸零售 | 288.5% | 25.8% | | 非银行金融 | 68.6% | 137.4% | | 电子 | 38.3% | 101.6% | | 综合 | 25.2% | 33.3% | | 汽车 | 22.8% | 45.5% | | 交通运输 | 22.2% | 267.7% | | 电力及公用事业 | 12.4% | -6.1% | | 食品饮料 | 10.1% | ...