This week (10 march-14 march), the three major indicators of unit a continued to rebound. As of friday closing, there was a cumulative increase of 1. 39 per cent in the above-mentioned index, which is deeply indicative of a cumulative increase of 1. 24 per cent and a cumulative increase of 0. 97 per cent in the entrepreneurship plate。
On the one hand, the current week saw a positive increase of 3660 units and a decline of 1671 units. In terms of overall performance, panels such as power supply equipment, aerospace, coal, etc., appear to be less sustainable, while previous popular concepts of robotics, ai, etc. Have been largely adjusted。
It is gratifying to note that china's assets have remained strong in the recent past and are in the lead in global markets, and that the “east up and west up” are slowly becoming a reality。
Index panorama
At the index level, with the exception of a 1. 76 per cent drop in the s 50 index, the other a-stock indices were reported on a positive light this week. Of these, the highest increase was recorded in the top 50 index, which reached 2. 18 per cent this week, and successfully helped to reach 3400 points on the index station, relying on a big light on friday。
I can trace it
This weekA share marketThe turnover is more stable, at less than 150 billion on tuesdays alone and at more than 150 billion on other trading days. It is a matter of concern that the market volume of this friday can be significantly amplified and has reached nearly 1. 8 trillion。
Board focus
On the plate, this week's increase is aheadConcept blockThe dairy industry, seafood equipment, the gold concept, the food and beverage concepts and the beer concept, respectively, increased cumulatively by 9. 02 per cent, 7. 94 per cent, 6. 29 per cent, 6. 19 per cent and 5. 73 per cent。
The concepts that are at the top of the drop list this week are the mlops concept, fiscal digitization, the erp concept, the wigand, the ispai concept, with cumulative declines of 2. 64 per cent, 2. 64 per cent, 2. 23 per cent, 2. 05 per cent and 2. 00 per cent
A stake
On the other hand, the top five stock increases this week were in heartshine, clement, china seats, sinlong health and decorative jewellery, with a cumulative increase of 99. 23 per cent, 79. 77 per cent, 62. 42 per cent, 61. 01 per cent and 47. 93 per cent。
Number one: heartshine
Main business: the company is an innovative enterprise that specializes in the development, production and sale of internal combustion engine rotors, refrigeration and air compressors and their associated products, and is one of the internationally established and well-known industrial precision axes。
Number two: clement
Main operations: the company is a high-technology enterprise specialized in the development and manufacture of equipment and accessories for ventilation and air treatment systems, such as ventilators, ventilation and cooling systems。
Number three: china seat
Main business: the company is a high-tech publicly listed enterprise based on marine engineering and hydroacoustic engineering and focuses on the development and development of products such as high-performance signal processing platforms, sonar systems, imitation systems and large data applications。
The top five declines this week were in ho chi-tech, orient group, purple-tech, wilbo hydraulics and rodents, with cumulative declines of 30. 18 per cent, 27. 56 per cent, 24. 66 per cent, 20. 94 per cent and 19. 98 per cent。
Number one down: ho chi-tech
Main operations: the company is primarily involved in the development, design, manufacture, sale and servicing of various types of fire trucks, specialized police vehicles and real fire training equipment。
Second down: eastern group
Main operations: the company is the first private enterprise to be publicly issued and listed in heilongjiang province. It deals mainly with modern agriculture and the four main sectors of healthy food, finance, port traffic and the development of new forms of urbanization。
Third down: purple sky technologies
Main business: the company is a scientific and technical media company that successfully transformed the application of big data technologies in the era of mobile connectivity, providing a comprehensive branding service for high-quality businesses worldwide。
Information profile
Central bank: implementation of moderate monetary policy
On 14 march, the committee of the people's bank of china held an expanded meeting. It was pointed out that monetary policies were being implemented with moderate easing. Depending on the economic and financial situation in the country and abroad and the functioning of the financial markets, interest rates are reduced by the option. It was also noted that there was support for the stable development of capital markets and improved macroprudential management of real estate finance。
General directorate of financial supervision: determined work on housekeeping
On 14 march, the party committee of the general financial supervisory authority held an expanded meeting, at which it was emphasized that the coordination mechanism for urban real estate finance should be further strengthened and strengthened. It was also emphasized that the development of a “super-long-term national debt + super-long-term loan” service model would efficiently support “two-fold” construction。
Ministry of industry and communications: scale up 5g applications to speed up the 6g r & d process
On 12 march, the ministry of industry and communications stated that it would continue to promote the high-quality development of the information and communications industry, expand the 5g scale-up application, accelerate the 6g research and development process, promote the development of industrial internet innovation, optimize the construction of computer centres, regulate innovative industries, strengthen networks and data security, strengthen radio management, upgrade spectrum technological innovation capacity and use spectrum resource development。
Shenzhen's up to $2,000 for electricity and digital products
On 12 march, the shenzhen business bureau and the shenzhen investment promotion agency network of officials published " key policy points for supporting shenzhen business in 2025 " . According to the document, the implementation of the state's old-fashioned policy of 2025 provides subsidies of up to $2,000 to individual consumers for the purchase of household electricity and digital products at the sale price. Support for old cars for new ones and subsidies of $15,000 or $20,000 for the purchase of small cars through end-of-life renewal。
Hangzhou released its first computing resource dispatch service platform
On 13 march, the hangzhou city congress on artificial intelligence and controlled cloud calculator industry ecology officially launched the hangzhou city calculator resource dispatch service platform. This is hangzhou's first multi-isomeric resource movement service platform, which has five main functions: computing supermarkets, calculator trading, ai training and integration platform, modeling services, and billing。
Institutional city
Debon securities: chinese assets will continue to be sold and revalued, and are only just beginning
The head of the texas securities macro team said that, in medium-term logic, there would be continuity in the run-up and revaluation of chinese assets, which was just beginning. First, the deepseek moment has set a good start on the development of domestic productivity, ai applications and ai+, and the artificially intelligent china programme will reverse the outcome of the capital-foot vote; second, high interest rates and a strong dollar are unsustainable, and the fed has started the interest-rate cycle; third, the logical reversal has led to global cross-border capital rebalancing and chinese assets being systematically “undervalued”; fourth, the negative impact of de-incorporation has reached its point; and fifth, from the perspective of a low-inflation environment, macroeconomic policies are expected to maintain a gradual dynamic feature in the medium term (2-3 years) that will help the economy and the expected recovery。
Galactic securities: the hot seasons to the library show that the coloured spring season is expected to unfold
According to the china milky way securities report, the main non-ferrous metal varieties of copper aluminum are at a stock point in the downstream into the boom season, and the overlapping of the country's two-part clear growth policies is expected to provide the basis for opening the spring run. The domestic price of electrolyte cobalt, trioxide and cobalt sulphate has increased significantly this week, and the risk of future shortages of raw materials threatens the willingness of downstream businesses to buy, and cobalt prices are expected to continue to rise in kinetic energy。
Cable securities: expected improvements in the coal industry and rise in style-aided plates
According to the csi, the minimum price of coal is expected to be reasonably clear. If the subsequent demand leads to further de-mining of stocks, the coal price rise will open, and the current level of dividends for the plate-head companies will remain attractive, with low-assembly valuation companies and dividends at the forefront in a context where policies encourage long-line capital entry。
China gold: looking ahead, there is still much room for improvement in chinese consumption
According to china king, the ratio of chinese consumption to GDP is low in a number of dimensions. In international comparison, china's share of GDP in terms of commodity consumption does not deviate significantly from its stage of economic development, but the share of services consumption in terms of GDP is much higher than its share of economic development. Looking ahead, there is still room for a significant increase in consumption in china, where the space for service consumption is greater than for commodity consumption, especially in the areas of health insurance and recreation。
