我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月3日 ● 国内金融市场 · | | HO HF | | --- | --- | | 100 | JE 六川火 | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3858. 13 | -0. 45% | 上证当月连续 | 2992. 8 | 0. 35% | | 深证成指 12553.84 | | -2.14% | 沪深当月连续 | 4481. 2 | -0.72% | | 创业板指 | 2872. 22 | -2.85% | 恒生期货指数 | 32856. 02 | -0. 46% | 宏观消息汇总 1.从国家发展改革委获悉,围绕《关于深入实施"人工智能+"行 动的意见》，相关部门将制定出台一系列配套文件。 2.工业和信息化部、国家林业和草原局近日联合印发《关于推 进"宽带林草"建设的通知》。 3.电驱动钙钛矿激光器研发成功,开启光电集成新纪元,相关个 股： 跃岭股份(002725)、锐科激光(300747)等。 三、上市公 ...

Group 1 - The National Standardization Administration and the Ministry of Industry and Information Technology aim to establish a high-quality standard system for industrial mother machines by 2026, with a total of at least 300 standards to be revised or formulated, including at least 5 international standards [1] - By 2030, the high-quality standard system for industrial mother machines is expected to be fully formed, enhancing product quality and equipment upgrades [1] Group 2 - As of June 2025, foreign investors held A-shares worth 3.07 trillion yuan, with a net inflow of 83.6 billion yuan in the first half of the year, indicating a positive trend in overseas investment in A-shares [2] - The recovery of the Chinese economy and corporate innovation are expected to boost investor confidence in the A-share market [2] Group 3 - By the end of 2027, 90% of forest station locations are expected to have access to 4G/5G networks, significantly improving coverage in key areas [3] - The initiative aims to enhance broadband network coverage in natural protected areas and along major roads [3] Group 4 - In the first half of 2025, the total amount of foreign licensing for innovative drugs approached 66 billion USD, reflecting the growing global recognition of Chinese innovative pharmaceuticals [4] - During the 14th Five-Year Plan period, 210 innovative drugs and 269 innovative medical devices were approved, indicating a trend of accelerated growth in the sector [4] Group 5 - The Chinese securities industry reported a net profit of 112.28 billion yuan in the first half of 2025, with a year-on-year growth of 40.37%, driven by increased trading activity [6] - The total revenue for the industry reached 251.04 billion yuan, marking a 23.47% increase compared to the previous year [6] Group 6 - The global wafer foundry revenue reached over 41.7 billion USD in Q2 2025, with a quarter-on-quarter growth of 14.6%, driven by demand from new product launches in the smartphone and PC markets [8] - The industry is expected to continue benefiting from seasonal demand and high-value orders in advanced processes [8] Group 7 - Beijing Data Group is set to officially list soon, with a registered capital of 3 billion yuan, focusing on big data services and investment activities [9] - The company is fully owned by the Beijing State-owned Assets Management Company [9] Group 8 - Chengdu Huamei announced the successful launch of a 4-channel 12-bit 40G high-precision RF direct sampling ADC, filling a gap in the domestic and international market [10] - The product has received intention orders from several clients, showcasing its advanced technical specifications [10] Group 9 - WeRide announced the arrival of its first batch of Robotaxi GXR in Singapore for testing, marking the first deployment of such autonomous vehicles in Southeast Asia [11] - The vehicles are undergoing simulations to assess their performance and safety in public road conditions [11]