周三市场呈现高开高走的格局，投资者可以看到，早盘沪指高开0.37点于3920点，创业板高开2.40点于 3207点，市场开盘以后红绿盘震荡，但黄线一马当先领涨，盘面中小盘个股密集补涨，带动指数同步上 涨，午后出现分时线高点确认，最高3947点小级别遇阻，但各大指数仍然收于全天相对高位区域！最终 沪指收涨20点于3940点，创业板收涨24点于3229点！那么对于这种行情，投资者该如何看待和解读呢？ 通过今天市场盘面可以看到，两市上涨个股4128家，其中涨幅超过9%的个股108家，涨幅超3%的个股 701家；下跌个股1137家，其中跌幅超过9%的个股9家，跌幅超过3%的个股80家！通过个股数据看，两 市个股明显涨多跌少，上涨个股数量是下跌个股数量的近4倍，多方占据明显优势，盘面一开始中小盘 个股明显领涨，渐渐地带动大部分板块和个股上涨，两市收盘仅煤炭、农业、保险、酿酒、银行等权重 板块相对偏弱，总体今天市场还是不错的涨多跌少的普涨格局！ 股市有风险，投资需谨慎。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 以上评论，仅供参考，不作为买卖建议；股市有风险，入市需谨慎（若如提及个股，仅为举例）！投资 者根据 ...

Consumption Insights - In November, the total retail sales of consumer goods reached 43,898 billion yuan, with a nominal growth rate of 1.3%, marking a new low in 25 years[15] - The decline in retail sales is attributed to a high base from last year's national subsidies and the pre-emptive consumption during the Double Eleven shopping festival[15] - Automotive retail sales, which saw a year-on-year decline of 8.3% in November, are a core reason for the pressure on overall retail sales[20] Advanced Technology Insights - CoWoS capacity is tight, with TSMC planning to expand its production by 20%-30% by 2026, reaching a monthly capacity of approximately 125,000 wafers[25] - The global market for chiplet multi-chip integrated packaging is expected to grow rapidly, reaching $25.82 billion by 2029, with a compound annual growth rate of 25.8% from 2024 to 2029[25] Healthcare Insights - In the 2025 national negotiation directory, 127 drugs were included, with 114 new drugs entering the basic medical insurance directory, achieving a success rate of 88%[36] - The commercial insurance directory for innovative drugs has added 19 new drugs, with a success rate of approximately 79%[36]

每经AI快讯，12月24日，港交所文件显示，广州新济医药股份有限公司-B向港交所提交上市申请书， 独家保荐人为国泰海通。 ...

广州新济医药股份有限公司-B向港交所提交上市申请书，独家保荐人为国泰海通。 ...

Macro News - Xi Jinping emphasized the importance of central enterprises in supporting national strategies and enhancing core competitiveness, urging them to focus on their main responsibilities and optimize the layout of state-owned economy [1][33] - The meeting of central enterprise leaders highlighted the need for strong support in major infrastructure projects and the development of emerging industries to ensure supply chain resilience [1][33] - The U.S. has placed DJI drones on a "regulated list," prompting a strong response from China, which criticized the U.S. for unfairly targeting Chinese companies [1][34] Industry News - In Shenzhen, the minimum interest rate for mortgage-backed business loans has risen to 2.35% annually, up from a previous low of 2.2% [4][37] - Beijing has issued the first L3-level highway autonomous vehicle license plates, marking a significant step in the development of autonomous driving technology [4][37] - The sixth batch of high-value medical consumables procurement has introduced new features, including the concept of anchor pricing to balance price reductions and prevent malicious underpricing [4][37] - The Shanghai government is focusing on economic growth and the transformation of advanced manufacturing during a recent meeting led by the mayor [4][37] - Shenzhen's government has released measures to attract foreign investment, particularly in the biopharmaceutical sector [5][38] Company News - SMIC has implemented a price increase of approximately 10% on certain production capacities [6][39] - Oriental Yuhong reported that its U.S. subsidiary fell victim to a telecom fraud involving approximately 12.12 million yuan [7][40] - Haibo Shichuang plans to invest 2 billion yuan in building a smart green energy storage factory [8][41] - Goldwind Technology announced a significant share reduction by a major shareholder, who no longer holds over 5% of the shares [8][41] - Zhenyu Technology plans to raise up to 1.88 billion yuan for lithium battery precision component expansion projects [8][41] - China Power Construction signed a contract for the Turkey Taman natural gas booster station project, valued at approximately 6.626 billion yuan [11][44]

Group 1 - The article provides an authoritative interpretation of the Central Economic Work Conference, highlighting discussions among top experts on current economic hotspots, policy directions, growth paths, and reform priorities for China's economic development from 2025 to 2026 [2][3] - Key speakers include prominent figures such as Liu Fengliang, Zou Jingxian, Wang Yiming, Mao Zhenhua, Shen Jianguang, Zhang Xiaojing, and Li Daokui, who are all influential in the field of macroeconomics [3] Group 2 - The 2026 macroeconomic outlook indicates that monetary policies in the US, Europe, and Japan will continue to move towards neutral interest rates, with geopolitical risks gradually receding, leading to lower global economic uncertainty compared to 2025 [5][6] - The discussion emphasizes that the US will focus on balancing policy, technology, and Federal Reserve actions, while Europe is expected to experience moderate recovery and Japan will face significant challenges [5][6] Group 3 - The article discusses strategies for global asset allocation in 2026, focusing on selecting high-cost performance assets across various markets, including US stocks, US bonds, A-shares, and Hong Kong stocks [8] - It highlights the importance of balancing risk and return while identifying structural opportunities in sectors such as AI, new energy, and pharmaceuticals [8] Group 4 - The textile and apparel industry strategy for 2026 is outlined, focusing on global consumption trends, export recovery, and the selection of stable growth leaders amid differentiated domestic demand [11] - Key insights include understanding demand elasticity and performance recovery in the textile and apparel sector [11] Group 5 - The article presents an investment map for the pharmaceutical sector on the Beijing Stock Exchange, emphasizing the high potential of "specialized, refined, distinctive, and innovative" companies [13] - It suggests a dual approach focusing on "innovation-led" and "steady growth" strategies, with a particular interest in innovative drugs, high-end medical devices, and robust generic drugs [13] - Notably, 42.86% of the companies in the pharmaceutical sector are classified as national-level "little giants," indicating a strong presence of specialized firms [13]

转自：四川在线 四川在线记者 史晓露 在今年的省委经济工作会议上，一批新面孔引人关注。10余家民营企业和行业协会商会代表受邀参会。 在分组讨论中，"强化企业创新主体地位""更加重视发展民营经济"被频频提及，传递出鲜明导向。 强化企业创新主体地位 "既意外又振奋！"首次参会的四川国软科技集团有限公司副总经理雷中科表示，会议释放的政策信号让 他感到"发展有底气"。他还带来了好消息，今年前9个月，公司已完成去年全年产值，全年营收预计增 长20%。 这背后是企业对科技创新的持续深耕。五年前，在政府支持下，公司建成轨道交通中试平台，开展泥石 流、崩塌体、极端天气等破坏性试验，积累数十万张负样本数据，通过算法迭代大幅提升机器人产品竞 争力，带来超亿元间接收益。雷中科说，公司正处在人工智能与机器人产业风口，在政策支持下，对未 来发展充满信心。 今年以来，全省扎实开展优化民营经济发展环境"五个专项治理"，推动各项政策协同发力，民营经济保 持平稳运行。今年前三季度，全省民营经济增加值同比增长5.5%，民间投资同比增长2.0%、高于全国 平均水平，展现出较强韧性。 "政策落实到位、资源对接顺畅、审批流程优化，让我们能更专注于创新 ...

Group 1 - Ningbo Huaxiang's subsidiary signed a contract for the production of robot joints, which will enhance its competitive advantage in smart robot components [1] - The contract will not significantly impact the company's current financial performance, but will positively affect future results starting from January 2026 [1] Group 2 - Jiufeng Energy's special fuel and gas supply project for the Hainan commercial space launch site is nearing completion, with products already validated through multiple rocket launches [2] - The company is advancing its Phase II expansion plan with an estimated total investment of approximately 300 million yuan [2] Group 3 - Zhenyu Technology plans to invest at least 1 billion yuan in projects related to core components for humanoid robots and other advanced technologies [3] - The company has signed strategic cooperation agreements for these investments, indicating a strong commitment to expanding its technological capabilities [3] Group 4 - Haibo Shichuang's subsidiary plans to invest 2 billion yuan in a smart green energy storage factory project, aimed at enhancing R&D and manufacturing capabilities [2] - The project is expected to positively impact the company's financial status and long-term sustainability [2] Group 5 - Various companies are involved in significant equity transfers and acquisitions, including ST Jinglan's acquisition of a 51% stake in a South African company and Jianlong Micro-Nano's 200 million yuan acquisition of a 40% stake in Hanxing Energy [5] - Other notable transactions include China Power Construction signing a contract for a Turkish gas booster station project worth approximately 6.626 billion yuan [5]

每经记者｜宋欣悦 每经编辑｜何小桃 高涵 ① 【三大期指普涨】截至发稿，道指期货涨0.04%、标普500指数期货涨0.07%、纳指期货涨0.11%。 ⑪北京时间今晚21：30，美国第三季度GDP年化季环比将发布（因政府停摆而推迟发布）。 ④ 【黑石集团宣布收购澳大利亚标志性度假胜地汉密尔顿岛】当地时间12月22日，黑石宣布，由黑石管理的房地产基金已达成协议，从奥特利家族手中 收购澳大利亚昆士兰惠森迪群岛标志性的综合度假胜地汉密尔顿岛。 ⑤ 【美元指数跌破98，创5日新低】截至发稿，美元指数跌0.31%报97.95，创5日新低。 ⑥ 【"星链"活跃用户突破900万】12月23日，马斯克旗下卫星互联网业务"星链"（Starlink）宣布，公司的全球活跃用户数量已经突破900万关口。知名特 斯拉投资者Sawyer Merritt统计称，今年"星链"的用户增速显著加快，最新的100万增量仅花了47天。 ⑦ 【苹果公司据悉大幅增加三星DRAM采购比例】当地时间12月22日，据媒体报道，随着存储芯片价格快速上涨，苹果将扩大其iPhone存储芯片的三星 采购占比。这一转变预计将导致三星供应iPhone 17中约60%至70 ...

Core Insights - The Zhejiang Provincial Economic Work Conference emphasized the importance of achieving qualitative improvements and reasonable quantitative growth in the economy, with a focus on innovation and the development of new productive forces [2][7] - The conference introduced the concept of "New Quality Zhejiang Merchants," aiming to enhance the reputation of the private economy and provide clear direction for private enterprises in the province [2][7] - Key tasks outlined include building a modern industrial system, stimulating private investment, and promoting "Artificial Intelligence+" initiatives, which signal strong support for the development of the private economy and innovation-driven growth [2][7] Company Insights - Zhang Xiang, Chairman of Haipai Pharmaceutical, highlighted the call for entrepreneurs to embrace change and lead industrial upgrades, reflecting the conference's focus on innovation [4][9] - Haipai Pharmaceutical is committed to focusing on the pharmaceutical health sector and aims to translate the conference's directives into development momentum, emphasizing continuous innovation and increased R&D investment [5][9] - The company plans to actively integrate into the provincial biopharmaceutical industry cluster, contributing to public health, promoting industrial upgrades, and supporting the construction of a common prosperity demonstration zone [5][9]