【A股三大指数集体高开】沪指高开0.33%，深成指高开0.92%，创业板指高开1.55%。元器件、纺织服 饰、电气设备、通信设备等板块涨幅居前；医药、银行等板块跌幅居前。 ...

Group 1 - The number of mergers and acquisitions (M&A) has doubled compared to the same period last year, with significant activity in sectors such as semiconductors, biomedicine, components, software, and information equipment [1][3] - M&A activities are beneficial for promoting industrial upgrades, creating complementary advantages, and facilitating centralized development [1][4] - Companies are leveraging M&A to gain richer resources, including talent, technology, and capital, while transforming traditional business models from scale enterprises to technology-driven firms [4] Group 2 - North Self Technology plans to acquire 100% equity of Suike Intelligent through a combination of share issuance and cash payment, focusing on smart logistics systems and equipment [1] - New Lai Fu has announced a suspension of trading as it prepares to issue shares and pay cash for asset acquisition, with a plan to disclose details by April 28, 2025 [2] - Hailanxin is actively progressing its acquisition of Hainan Hailan Huanyu Ocean Information Technology Co., Ltd., with due diligence and other preparatory work underway [2] Group 3 - Huafeng Chemical aims to acquire 100% equity of Huafeng Synthetic Resin and Huafeng Thermoplastic for a total price of 6 billion yuan, which will help expand its business and achieve sustainable development [3] - The current wave of M&A is characterized by a high proportion of technology-themed transactions, with diverse funding sources including state-owned, private, and foreign capital [4] - Some companies have terminated their M&A plans due to failure to reach consensus on commercial terms, as seen with Meijin Energy [5][6] Group 4 - Baota Industrial has decided to terminate its asset acquisition and make significant adjustments to its original M&A plan due to uncertainties regarding subsidy recovery for a renewable energy project [6] - The termination of M&A plans may disrupt a company's strategic objectives, necessitating a reassessment of market conditions and future risks [7]

这个周末很多股民都过的很忐忑，担心周一行情受贸易战冲击出现暴跌。 我们对美出口占比15%，加上转口贸易可能在17-18%，这部分贸易被关税壁垒挤压后，中国很大概率会 在国内执行进一步的刺激政策来对冲利空，央行择机降准降息择了那么久，估计下周要落地了。但仅仅 降准降息是不够的，我猜后续会有更大规模的政府投资，和更直接的消费刺激。 所以消费板块有机会异军突起，在这种特殊的环境下成为a股的新热点，以及那些公司主营全部来自国 内市场的公司，理论上都会有跑赢大盘的表现。比如周四涨幅最高的是养殖板块，基本是内销市场。 中国自身的消费规模占gdp大约是4成，世界上其它国家的平均水平是在6成左右。之所以我们的比例偏 低，不是因为我们的消费规模小，事实上中国已经是连续十余年的全球第二大消费市场，但问题是我们 的生产能力更惊人，全球断层领先。 目前看形势确实不太好，在中国宣布关税反制措施后，新加坡a50期指大概比周四下午3点的位置下跌了 4%，周五晚上纳斯达克中国金龙指数下跌8.87%，种种迹象表明明天早上开盘会是一个大幅跳空低开， 我判断大概在-2%到-3%区间。 低开-2%的话反弹空间其实不大的，因为稍微向上涨涨就会面临33 ...