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开盘:三大指数涨跌不一 信托概念跌幅居前
Sou Hu Cai Jing· 2025-09-12 01:37
Market Performance - The three major indices showed mixed performance, with the Shanghai Composite Index at 3875.51 points, up 0.01%, the Shenzhen Component Index at 12941.26 points, down 0.30%, and the ChiNext Index at 3024.10 points, down 0.97% [1] Policy Developments - The State Council approved a two-year pilot program for market-oriented allocation of factors in ten cities, including Beijing's sub-center and the Guangdong-Hong Kong-Macao Greater Bay Area, starting from September 11 [2] - The Ministry of Commerce is closely monitoring Mexico's plan to impose a 50% tariff on imports from China and will evaluate the final measures [2] Trade and Economic Data - China's automobile production and sales from January to August reached 21.05 million and 21.12 million units, respectively, marking year-on-year growth of 12.7% and 12.6%. In August, new energy vehicle sales reached 1.395 million units, up 26.8% year-on-year [3] - The U.S. Consumer Price Index (CPI) rose 2.9% year-on-year in August, with core CPI increasing by 3.1%, aligning with market expectations [4] - The U.S. initial jobless claims reached 263,000, the highest level since October 2021, exceeding estimates [4] Corporate Announcements - Saiwei Microelectronics announced a 17% stake transfer to introduce investor Pengbang Industrial, focusing on expanding in the new energy storage sector [3] - Yangjie Technology plans to acquire 100% of Better Electronics for 2.218 billion yuan [3] - Chipmaker Chipone reported a record high of 1.205 billion yuan in new orders from July 1 to September 11, with AI computing orders accounting for approximately 64% [3] International Developments - The European Central Bank maintained key interest rates unchanged, with the main refinancing rate and marginal lending rate at 2.15% and 2.40%, respectively [5] - The U.S. Federal Trade Commission is investigating seven companies, including Alphabet and Meta, regarding their AI chatbot practices [5] Industry Insights - CITIC Securities highlighted the commercialization of China's heavy-duty gas turbine, indicating a positive outlook for the gas turbine industry due to rising demand for stable and efficient power supply [6] - Galaxy Securities noted that 2026 could be a pivotal year for the foldable screen market, driven by anticipated Apple products and new wearable devices [6]
中信证券:持续看好燃机行业高景气度下,产业链配套的投资机遇
Xin Lang Cai Jing· 2025-09-12 00:50
中信证券表示,国产"太行110"首台套商业机组出厂,标志我国重型燃机商业化进程进一步加快;全球 AI巨头资本开支提速,数据中心用电需求持续攀升,燃气轮机作为稳定高效的供电方式有望充分受 益。我们持续看好燃机行业高景气度下,产业链配套的投资机遇。 ...
中信证券:持续看好燃机行业高景气度下 产业链配套的投资机遇
Core Viewpoint - The production of the first commercial unit of the domestic "Taihang 110" gas turbine marks a significant acceleration in the commercialization process of heavy-duty gas turbines in China [1] Industry Insights - The global AI giants are increasing their capital expenditures, leading to a continuous rise in electricity demand for data centers [1] - Gas turbines are expected to benefit significantly as a stable and efficient power supply solution in response to the growing electricity demand [1] Investment Opportunities - With the high prosperity of the gas turbine industry, there are investment opportunities in the supporting industrial chain [1]