从板块来看，看好军工板块的投资者比例大幅提高，环比提升6个百分点。 对下周上证指数怎么看? 4% ■ 震荡走高,突破4200点 43% ■ 晨荡走低,跌破4000点 ■ 横盘震荡 46% ■ 无法判断 7% A股持续震荡走高，投资者信心回升，但目前上证指数处于近十年高位，同样有部分投资者对市场上涨 势头有所迟疑。数据显示，43%的投资者认为下周市场将"震荡走高，突破4200点"；46%的投资者认为 市场将"横盘震荡"；仅有7%的投资者明确看空市场，表示下周市场将"震荡走低，跌破4000点"。 | 军工板块看好比例大幅提高 | | | | | --- | --- | --- | --- | | 行业 12月27日调管 | | 1月3日调查 | 1月10日调查 | | 大金融 | 6% | 5% | 4% | | 大消费 | 8% | 6% | 4% | | 医药 | 4% | 3% | 5% | | 科技 | 47% | 58% | 56% | | 年1 | 7% | 7% | 13% | | 有色金属 | 16% | 11% | 9% | | 新能源 | 8% | 4% | 2% | | 次新股 | - | ...

12月30日消息，截止13:05，次新股板块强势，新铝时代等个股涨幅居前。 责任编辑：小浪快报 ...

Group 1 - The report highlights that the global refined oil transportation market is expected to experience a recovery in 2025, with the company's quarterly performance anticipated to improve sequentially [3][5] - The company is the only refined oil transportation company listed in A-shares, and its profitability has significantly increased over the past three years, with expectations for continued high profitability in 2025 [2][3] - The global refinery relocation trend is expected to benefit the industry, leading to a potential recovery in dividend distribution and accelerated shareholder returns [4][5] Group 2 - The report on Steady Medical indicates that the company is expected to maintain its earnings forecast, with projected EPS for 2025-2027 being 1.77, 2.18, and 2.49 yuan respectively [6][7] - The cotton soft towel and sanitary napkin business of the company is expected to see significant revenue growth in 2024, attributed to strategic transformations in product, channel, and brand marketing [7][8] - The company is focusing on high-quality product positioning and expanding its online and offline channels, which is expected to enhance brand visibility and drive revenue growth [8][27] Group 3 - The durable consumer goods industry report emphasizes the successful path of IQOS, highlighting the importance of product strength, marketing, and channel synergy in establishing brand value [9][10] - The Japanese market for HNB products has reached a penetration rate of over 40%, with significant growth potential as traditional cigarette markets shrink [9][11] - The report suggests that the competitive landscape in the HNB market is evolving, with major brands actively participating in market cultivation, leading to accelerated industry expansion [9][10] Group 4 - The military industry report indicates that the ongoing geopolitical tensions are likely to drive long-term growth in the military sector, with increased defense spending expected [23][24] - Recent military agreements, such as the tank export deal between South Korea and Poland, highlight the strengthening of military cooperation and the potential for significant military sales contracts [25][26] - The report recommends various companies within the military sector, focusing on assembly, components, and systems, as the industry is poised for growth amid rising defense demands [26][27]

Group 1 - The market is experiencing an upward shift in the oscillation center, characterized by "top and bottom" dynamics, with a positive outlook for effective index breakthroughs due to monthly momentum reversal and rising trading volume [2][12][13] - Profitability is still in a bottoming phase, with expectations that the profit bottom will not arrive before the end of Q3, limiting the elasticity of the current profit cycle [2][13] - Valuation support is provided by government-backed credit policies, with a focus on stable growth and market stabilization measures [2][13] Group 2 - Structural opportunities are emphasized, particularly in "Deep Sea Technology" and "Newly Listed Stocks," alongside existing themes like "Delta G Consumption" and "Self-Controlled Technology" [3][23] - "Deep Sea Technology" is positioned as a strong thematic opportunity for the second half of the year, aligning with national strategic priorities and policies aimed at enhancing marine economic development [4][24][29] - The deep sea technology industry chain is extensive, covering upstream materials, midstream manufacturing, and downstream resource utilization, indicating a comprehensive growth potential [4][32] Group 3 - Newly listed stocks have regained prominence since September 2024, with a significant upward trend observed in their performance, correlating closely with improvements in economic confidence [5][34] - The performance of newly listed stocks is highly correlated with macroeconomic indicators, suggesting that as economic expectations improve, these stocks are likely to outperform the market [5][38] - A new index, the "Open Source Newly Listed Stock Index," has been created to better track and represent the performance of newly listed stocks, expanding the criteria to include stocks listed for up to six years [5][44] Group 4 - Current investment strategy emphasizes diversification across sectors, focusing on "Delta G Consumption," "Self-Controlled Technology," "Stable Dividends," and "Gold" [6][50] - Specific sector recommendations include domestic consumption, technology growth, cost improvement sectors, and structural opportunities in exports, particularly to Europe [6][50] - The strategy aims to capture the greatest expected differences and domestic certainties while avoiding over-concentration in any single sector [6][50]

次新股板块持续走弱，北证、 创业板次新方向领跌， 科拜尔、 港迪技术、 开发科技跌超10%， 佳力 奇、 星图测控、 林泰新材、 宏海科技、 新铝时代等跌幅靠前。 ...