今日A股市场全天震荡反弹， 沪指再创十年新高 ，创业板指领涨。 沪深两市成交额1.97万亿，较上一个交易日放量3303亿。 从板块来看， 算力硬件方向持续爆发，CPO概念股领涨 ，"光模块"三巨头齐发力，中际旭创大涨超12%创历史新高，汇绿生态5天3板。存储芯片概 念股全天走强，香农芯创、普冉股份20cm涨停双双创新高。商业航天板块掀起涨停潮，航天科技等十余股涨停。下跌方面，煤炭股集体调整，安泰 集团跌停。 板块方面，存储芯片、CPO、半导体等板块涨幅居前，煤炭、油气等板块跌幅居前。 截至收盘，沪指涨0.71%，深成指涨2.02%，创业板指涨3.57%。 上证指数 创业板指 深证成指 -3950.31 -13289.18 -3171.57 +27.9 +0.71% +263.74 +2.02% +109.41 +3.57% 市场概况 1830 1768 718 382 273 138 121 86 71 76 23 25 10 小于 大于 涨停 +6% +4% -2% -6% -4% -8% 跌停 +8% +2% 0% -8% +8% 持平 下跌 2274家 上涨 3028家 138家 跌停 涨停 71家 停 ...

下跌方面，煤炭股集体调整，安泰集团跌停。板块方面，存储芯片、CPO、半导体等板块涨幅居前，煤 炭、油气等板块跌幅居前。 沪指涨0.71%，深成指涨2.02%，创业板指涨3.57%。沪深京三市全天成交额19916亿元，较上日放量 3309亿元。全市场超3000只个股上涨。 从板块来看，算力硬件方向持续爆发，CPO概念股领涨，"光模块"三巨头齐发力，中际旭创大涨超12% 创历史新高，汇绿生态5天3板。存储芯片概念股全天走强，香农芯创、普冉股份20cm涨停双双创新 高。商业航天板块掀起涨停潮，航天科技等十余股涨停。 ...

今日市场强劲大涨，沪指突破自8月25日以来构筑的箱体区间，再刷十年新高，而科技股重回C位，带 动双创指数集体大涨！ 消息上，四中全会公报出炉，其中提出，加快高水平科技自立自强，建设强大国内市场，扩大高水平对 外开放。中银证券分析称，新质生产力方向 ，或将成为贯穿未来五年的政策脉络和资金主线。 盘面上，盘面上，存储芯片概念表现活跃，科翔股份、盈新发展等多股涨停，西测测试、德明利等跟 涨；商业航天概念拉升，航天长峰、航天科技涨停，富士达等跟涨；固态电池概念股震荡走高，常铝股 份2连板，雅化集团、博苑股份等跟涨；算力硬件股震荡走强，生益电子涨停，东田微、长芯博创等跟 涨。跌幅方面，煤炭概念、影视院线、冰雪产业等板块回调。 焦点个股方面，寒武纪股价再度突破1500元大关，中际旭创大涨超10%，再创历史新高。 截止收盘，两市双双走高，沪指涨0.71%报3950.31点，成交8585亿元；深成指涨2.02%报13289.18点， 成交11039亿元。创业板指上涨3.57%，报3171.57点。 两市上涨3028家，下跌2274家，138家涨幅持平，共72股涨停，共11股跌停。 展望后市，招商证券表示，未来直到建议稿出台期 ...

银河证券认为，国家"稳增长、稳股市""提振资本市场"的政策目标仍将持续定调证券板块未来走向，流 动性适度宽松环境延续、资本市场环境持续优化、投资者信心重塑等多方面因素共同推动证券板块景气 度上行，中长期资金扩容预期进一步增强基本面改善预期。 据中国证券报，Wind数据显示，截至10月22日，已有372家A股上市公司披露了2025年三季报，其中， 73家公司的前十大流通股东名单中出现了QFII的身影，QFII在三季度新进成为30只个股的前十大流通股 东，并对另外21只个股的持股数量相比上季度有所增加。分析人士认为，全球投资者对中国资产的仓位 仍低，有增持空间，随着政策明朗和经济数据回暖，市场有望迎来上升行情。 高盛、摩根大通等多家外资巨头近期相继发声，积极看好中国市场后市。 高盛在10月22日最新研报指出，中国股市正步入慢牛行情，预计主要股指到2027年底将上涨约30%。该 机构还表示，随着牛市行情的展开，投资者的思维模式应从"逢高减仓"转向"逢低买入"。 商业航天大爆发 商业航空概念掀涨停潮，通易航天涨超22%，航天智装20cm涨停，中国卫星、上海沪工、航天科技、 航天长峰集体封板。 消息面上， 据中国经营报 ...

消息面：广期所碳酸锂主力合约日内涨超2.5%，站上80500元/吨，续创2个月新高。十五五我国风电年 新增装机容量不低于1.2亿千瓦，其中海上风电年新增装机容量不低于1500万千瓦。 煤炭板低开低走块集体走低，截止午盘下跌3.51%，其中安泰集团、云煤能源跌停。采掘行业、租售同 权、房地产服务、深圳本地股、燃气等板块紧随其后，且跌幅均在1%上方。 存储芯片概念高开高走涨幅居前，截止午盘大涨5.57%，其中香农芯创、普冉股份大涨双双创新高。商 业航天板块强势爆发，其中达华智能2连板，航天科技等10余只商业航天概念股涨停。算力硬件概念股 震荡拉升，其中中际旭创再创新高。 小幅高开后维持在中轴上方窄幅盘整，截止午盘三大指数集体收涨，其中沪指上涨0.42%，深成指上涨 1.3%，创业板指上涨2.09%。两市合计超2700只个股上涨，合计成交额1.228万亿。 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 ...

Core Viewpoint - The Chinese government emphasizes the construction of a modern industrial system, focusing on strengthening the real economy as a foundation for future growth [1][2]. Group 1: Modern Industrial System - The strategy includes four key tasks: optimizing traditional industries, nurturing new industries, expanding and improving service sectors, and enhancing foundational efficiency [1]. - Traditional industries contribute approximately 80% of the manufacturing value added, and there is an estimated market space of around 10 trillion yuan to be released over the next five years [1]. Group 2: Nurturing New Industries - The "three new" economy is projected to account for over 18% of GDP in 2024, with a focus on developing strategic emerging industries such as new energy, new materials, and aerospace [2]. - The government aims to create several trillion-yuan market clusters in emerging industries, with a long-term vision of generating new economic growth points from advanced technologies [2]. Group 3: Service Sector Development - There is significant potential for the service sector to expand and improve, with actions proposed to enhance the integration of modern services with advanced manufacturing and agriculture [3]. - Economic policies are suggested to stimulate service consumption through income security and quality improvement, including a shift from product subsidies to service consumption subsidies [3]. Group 4: Infrastructure Development - The government plans to strengthen the modern infrastructure system, which already includes the world's largest networks of high-speed rail, highways, and ports [4]. - Proposals include coordinated planning for infrastructure and the construction of new types of infrastructure to enhance connectivity and efficiency [4].

上证报中国证券网讯 截至10月24日午间收盘，沪指涨0.42%，深成指涨1.30%，创业板指涨2.09%。盘面 上看，存储芯片、商业航天、消费电子等板块涨幅居前；煤炭、燃气等板块跌幅居前。 来源：上海证券报·中国证券网 ...

Group 1: A-Share Market Overview - A-shares opened higher on October 24, with the Shanghai Composite Index rising by 0.42%, reaching a peak of 3946.16 points, marking a new high in over ten years [1] - The market turnover reached 1.24 trillion yuan, an increase of over 180 billion yuan compared to the same period of the previous trading day [1] - The technology sector saw collective gains, with commercial aerospace, satellite internet, semiconductors, and memory storage concepts all rising by over 3% [1] Group 2: Zhujiang Piano Stock Performance - Zhujiang Piano (002678) exhibited a "limit-up" and "limit-down" trading pattern, hitting the limit-down within one minute of opening, followed by a rapid rise to limit-up within two minutes [2] - As of the morning close, there were over 750,000 buy orders on Zhujiang Piano, with total buy order funds exceeding 500 million yuan [2] - The company reported a loss of 236 million yuan for 2024 and a loss of 138 million yuan for the first half of this year, indicating recent operational pressure [2][3] Group 3: Commercial Aerospace Sector - The commercial aerospace sector saw significant gains, with the concept index rising by 4.1% on October 24, and several stocks, including Aerospace Zhizhuang and Aerospace Changfeng, hitting the limit-up [4] - Recent advancements in reusable rocket technology were highlighted, with the successful completion of static ignition tests for the Zhuque-3 rocket, which is designed for large satellite constellation networks [4][5] - The commercial aerospace industry is expected to grow significantly, with projections indicating a capacity to produce 100 rockets and 150 commercial satellites annually by 2027 [5] Group 4: Institutional Ratings in Commercial Aerospace - A total of 67 stocks in the A-share market are involved in the commercial aerospace industry, with 16 stocks receiving ratings from five or more institutions [6] - Companies like Feilihua, AVIC Xi'an Aircraft Industry, and Aerospace Electronics are among those with the highest number of institutional ratings [6][7] - Forecasts suggest that these companies are likely to turn profitable or see year-on-year net profit growth by 2025, with some companies expecting profit increases exceeding 100% this year [6][7] Group 5: Northbound Capital Inflows - In the third quarter, 30 stocks in the commercial aerospace sector saw an increase in holdings by northbound funds, with some stocks like Longxi Co. and Zhongtian Rocket experiencing over 100% growth in holdings [8] - Longxi Co. is actively expanding its market presence in civil aviation components, aiming to integrate into the domestic civil aircraft supply chain [8]

方正证券研报认为，根据测算，2028年GW星座将达成"百箭千星"计划，2035年将完成全年近2500颗卫星的发射，对火箭发射的需求将大幅增加。随着星网 及垣信的突破，组网密集期已经到来，火箭发射、卫星制造及下游应用迎来加速拐点。我国商业航天正式进入复苏期开端，后势强劲，产业加速期已经到 来。 | | | | 机构评级家纹居削的同业机大概心胶 | | | | --- | --- | --- | --- | --- | --- | | | | 评级机构 | 预测2025年净 | 早福米咲帽 | 总市值 | | 代码 | 简称 | | 利润增长率 | | | | | | 家教 | | (%) | (亿元) | | | | | (%) | | | | 001270 | *ST城昌 | 6 | 扭亏 | 2.59 | 98.15 | | 688552 | 航大南湖 | 1 | 禮亏 | 2.23 | 126.54 | | 300762 | 上海湖讯 | 8 | 扭亏 | 4.91 | 154.42 | | 688636 | 智明达 | 6 | 488.54 | 8.27 | 60.60 | | 688522 | 纳睿雷 ...

Core Viewpoint - The A-share market experienced a significant rally, with the Shanghai Composite Index reaching a new high of 3946.16 points, driven primarily by technology stocks, particularly in the semiconductor and computing sectors [1][4]. Technology Sector - The technology sector saw substantial gains, with the semiconductor industry leading the charge. Notable increases were observed in the storage chip segment, as well as in advanced packaging and electronic chemicals [4]. - Key players in the storage chip market, including PuRan Co., Xiangnong Chip, and Jiangbolong, all achieved historical highs in their stock prices, with PuRan Co. and Xiangnong Chip both rising by 20% [5][6]. - The storage chip sector's growth is attributed to a "super cycle" driven by AI demand, with major companies like Samsung, SK Hynix, and Micron planning significant production cuts, leading to supply constraints [9]. Defense and Aerospace Sector - The defense and aerospace sectors also experienced a strong performance, with commercial aerospace, satellite navigation, and military equipment stocks seeing notable increases [3][10]. - Recent IPO activities in the commercial aerospace sector, such as Beijing Xinghe Power Aerospace Technology Co. and Jiangsu Tianbing Aerospace Technology Co., indicate a rapid acceleration in the capital market for commercial aerospace [13]. - The Ministry of Industry and Information Technology's recent notice on satellite IoT business trials aims to support the healthy development of commercial aerospace and low-altitude economy sectors [13][14].