证券研究报告 ·北交所报告 · 北交所定期报告 北交所定期报告 20250803 北证 50 指数周内回调,关注中报高增与产业 催化共振标的 北交所市场表现 行业重要新闻 ■ 国家发展改革委:统筹资金下达与市场改革,推动经济高质量发展。国 家发展改革委在 2025年8月1日的新闻发布会中宣布,今年 8000 亿元 "两重"建设资金及 7350亿元中央预算内投资已全部下达,第四批 690 亿元"两新"资金将于 10月完成全年 3000亿元计划,后续将强化资金 > 乐吴让芬 2025年08月03日 证券分析师 朱洁羽 执业证书:S0600520090004 zhujieyu@dwzq.com.cn 证券分析师 易申申 执业证书:S0600522100003 yishsh@dwzq.com.cn 证券分析师 余慧勇 执业证书:S0600524080003 yuhy@dwzq.com.cn 证券分析师 薛路喜 执业证书:S0600525070008 xuelx(@dwzq.com.cn 研究助理 武阿兰 执业证书:S0600124070018 wual@dwzq.com.cn 监管与风险防范。 ■ 美联储:维持利率不 ...

Core Viewpoint - The A-share market experienced a decline on July 31, with all three major indices falling over 1%, while Huawei-related stocks saw significant gains, indicating a strong market reaction to Huawei's new AI cloud services launch [2] Group 1: Market Performance - On July 31, the A-share market saw a full-day adjustment, with all three major indices dropping more than 1% [2] - *ST Guangdao surged by 29.94%, leading the market, while other stocks like Siquan New Materials, Digital Certification, and Yidian Tianxia all hit the daily limit of 20% [2] - A total of 11 stocks related to Huawei reached their daily limit, showcasing a strong sector performance [2] Group 2: Huawei's New Launch - At the WAIC event, Huawei showcased its 384 super node hardware and the new generation Ascend AI cloud service based on CloudMatrix 384 super nodes [2] - The new AI cloud service is fully operational in data centers located in Wuhu, Gui'an, Ulanqab, and Ling'er [2]