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$京东物流(02618)$

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2021-07-12

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市场综述：“母凭子贵股”横空出世！5G龙头股直线涨停

2021-07-05

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16:41","market":"sh","language":"zh","title":"市场综述：“母凭子贵股”横空出世！5G龙头股直线涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=1188436938","media":"老虎资讯综合","summary":"要闻\n工信部：到2023年网络安全产业规模超过2500亿元 年复合增长率超过15%\n工信部公开征求对《网络安全产业高质量发展三年行动计划（2021-2023年）（征求意见稿）》的意见。其中提出，到20","content":"<p><b>要闻</b></p>\n<p><b>工信部：到2023年网络安全产业规模超过2500亿元 年复合增长率超过15%</b></p>\n<p>工信部公开征求对《网络安全产业高质量发展三年行动计划（2021-2023年）（征求意见稿）》的意见。其中提出，到2023年，网络安全产业规模超过2500亿元，年复合增长率超过15%。一批网络安全关键核心技术实现突破，达到先进水平。新兴技术与网络安全融合创新明显加快，网络安全产品、服务创新能力进一步增强。</p>\n<p><b>消息称台积电将扩产大28nm产能</b></p>\n<p>据市场消息，台积电为了满足车用芯片、CMOS影像感测器（CIS）、驱动芯片、射频元件等客户需求，规划积极扩大成熟制程的28nm产能，预计未来2-3年，28nm总产能每月可望扩增10万到15万片。</p>\n<p><b>生意社：成本激增叠加厂家调价 上周己二酸价格飙涨</b></p>\n<p>7月12日讯，据生意社监测，上周，国内己二酸价格大幅上涨，涨幅达11%。经历了6月份的弱势行情后，7月初己二酸价格开启上涨模式，目前价格稳定在11000元大关，市场上涨主因己二酸上游纯苯价格大幅飙涨，导致下游被动跟涨，叠加厂家集中月初调涨挂牌价影响，己二酸大幅上行，目前己二酸价格区间在10800-11100元/吨。</p>\n<p><b>国家发改委：重点支持肉类屠宰加工等冷链物流设施项目</b></p>\n<p>国家发改委近日印发《城乡冷链和国家物流枢纽建设中央预算内投资专项管理办法》提出，重点支持服务于肉类屠宰加工及流通的冷链物流设施项目，公共冷库新建、改扩建、智能化改造及相关配套设施项目。单个项目支持标准原则上不超过该项目符合专项支持方向的核定投资的30%，最高不超过5000万元。</p>\n<p><b>港股</b></p>\n<p>受央行全面降准影响，港股三大指数今日大幅高开，全天震荡收涨且日K都呈假阴线，早盘恒生科技指数一度翻绿，收涨1.14%报1.14%，恒指涨0.62%报2751点，国指涨0.61报9945点。</p>\n<p>恒生科技指数走势反复，一度跌超1%，收涨1.14%，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨超6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨5%，美团涨超2%，阿里涨1%。</p>\n<p>汽车股表现强势，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>股份大涨近8%，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/01958\">北京汽车</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>下调评级后，餐饮股暴涨不断，<a href=\"https://laohu8.com/S/01579\">颐海国际</a>今日大涨7.74%，<a href=\"https://laohu8.com/S/06862\">海底捞</a>再度涨8.83%，<a href=\"https://laohu8.com/S/09922\">九毛九</a>、呷哺等集体大涨。</p>\n<p><a href=\"https://laohu8.com/S/HUYA\">虎牙</a>斗鱼合并被禁止，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌0.74%，市值5.13万亿港元。7月10日，国家市场监督管理总局公告显示，由腾讯主导的虎牙<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>合并案被禁止。</p>\n<p><a href=\"https://laohu8.com/S/02868\">首创置业</a>拟溢价63%进行私有化，公司股价今日复牌涨超45%。首创置业股份有限公司在7月9日晚间发布公告称，向港交所申请自愿撤销H股于港交所的上市地位。公告称，计划获得首创集团私有化，将在H股每股支付2.8港元进行私有化。</p>\n<p><a href=\"https://laohu8.com/S/000063\">中兴通讯</a>涨超13%，7月9日晚，<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>发布2021年半年度业绩预告，预计上半年实现归属于上市公司普通股股东的净利润38.0亿元至43.0亿元，同比增长104.60%至131.52%，基本每股收益0.82元至0.93元。</p>\n<p><b>A股</b></p>\n<p>央行全面降准提振市场信心，大小指数今日高开高走集体收涨，创业板指大涨3.68%创6年新高，两市成交火热，成交额连续8个交易日突破万亿，近3000家个股飘红。截至收盘，沪指涨0.67%报3547.84点，深成指涨2.14%报15161.52点，创业板指涨3.68%报3534.76点；两市合计成交13180亿元，北向资金净流入16.42亿元。值得一提的是，创业板跟沪指的点位数差距在不断缩小。</p>\n<p>方正策略分析称，市场上涨主要有四方面原因。</p>\n<p>一是央行于上周五全面降准0.5个百分点，释放长期资金约1万亿元，上周三国常会提出“适度降准”，市场对央行降准的时间点以及方式尚存分歧，但时隔两天央行全面降准超出市场预期。</p>\n<p>二是上周五公布的社融、货币数据均超预期，其中6月新增社融3.67万亿、表内信贷新增2.3万亿元均超预期，存量社融同比11.0%结束快速下行的趋势，6月M2同比反弹至8.6%。</p>\n<p>三是市场对于政策偏暖的预期不断增强，当前经济复苏不牢固，国内疫情点状爆发，海外经济复苏出现乏力的迹象，市场对7月政治局会议的定调偏乐观。</p>\n<p>四是海外市场均出现显著反弹，从周五美股的表现来看，美股三大指数均大幅上涨，标普500指数上涨1.1%，今日亚太市场中日经指数上涨超2%，北向资金大幅流入。</p>\n<p>行业板块方面，通讯行业、软件服务、化肥行业、电子信息、玻璃陶瓷等涨幅靠前，民航机场、保险、贵金属、银行、环保工程等跌幅靠前。题材方面，网络安全、CRO、氟化工、鸿蒙概念、固态电池、华为昇腾等概念板块活跃。</p>\n<p><b>有锂走遍天下,新能源大爆发</b></p>\n<p>锂电池方面:&nbsp;<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/002176\">江特电机</a>、<a href=\"https://laohu8.com/S/002192\">融捷股份</a>、<a href=\"https://laohu8.com/S/603799\">华友钴业</a>、<a href=\"https://laohu8.com/S/002850\">科达利</a>、<a href=\"https://laohu8.com/S/000155\">川能动力</a>、<a href=\"https://laohu8.com/S/002240\">盛新锂能</a>、<a href=\"https://laohu8.com/S/002756\">永兴材料</a>、<a href=\"https://laohu8.com/S/600110\">诺德股份</a>、<a href=\"https://laohu8.com/S/002091\">江苏国泰</a>、<a href=\"https://laohu8.com/S/002140\">东华科技</a>、<a href=\"https://laohu8.com/S/000920\">南方汇通</a>、<a href=\"https://laohu8.com/S/603867\">新化股份</a>、<a href=\"https://laohu8.com/S/600338\">西藏珠峰</a>、<a href=\"https://laohu8.com/S/000762\">西藏矿业</a>、<a href=\"https://laohu8.com/S/600884\">杉杉股份</a>、<a href=\"https://laohu8.com/S/600869\">远东股份</a>、<a href=\"https://laohu8.com/S/002895\">川恒股份</a>、<a href=\"https://laohu8.com/S/300077\">国民技术</a>涨停</p>\n<p>新能源车板块，<a href=\"https://laohu8.com/S/600418\">江淮汽车</a>、<a href=\"https://laohu8.com/S/601127\">小康股份</a>、<a href=\"https://laohu8.com/S/600480\">凌云股份</a>、<a href=\"https://laohu8.com/S/600577\">精达股份</a>、<a href=\"https://laohu8.com/S/002824\">和胜股份</a>、<a href=\"https://laohu8.com/S/300615\">欣天科技</a>、<a href=\"https://laohu8.com/S/603809\">豪能股份</a>涨停；</p>\n<p>创业板一哥，新能源龙头<a href=\"https://laohu8.com/S/300750\">宁德时代</a>今天大涨超3%，盘中摸高至577元，创历史新高！</p>\n<p><img src=\"https://static.tigerbbs.com/e7db9f94fac8b9e57162664639cbcd5c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">而新能源汽车巨头比亚迪高开高走，盘中一度上涨9.68%，逼近涨停，同时逼近历史高点。</p>\n<p><img src=\"https://static.tigerbbs.com/de6c78edceaa84b6e1999b9308c97671\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上，中国汽车工业协会7月9日发布数据，中国2021年6月份新能源汽车产量24.8万辆（销量25.6万辆），环比增长14.2％，同比增长1.43倍；1-6月份新能源汽车累计产量121.4万辆，同比增长2.3倍。</p>\n<p><b>另外，锂、钴、磁材稀土的需求全面受到提振</b></p>\n<p>新能源车是电池、磁材等非常重要的下游。2020年碳酸锂约62％被用于锂离子电池、约53％的钴用在电池、11％的钴用在磁材；而高性能钕铁硼磁材约12％用在新能源车永磁电机，高性能钕铁硼磁材约占钕铁硼产量的20％，稀土约43％用在钕铁硼。因此新能源车产量的高增长，无疑将会显著拉动锂、钴、磁材稀土的消费量。</p>\n<p><b>网络安全强势爆发</b></p>\n<p>今日网络安全、软件服务板块继续走强，多股涨超10%，截至收盘，<a href=\"https://laohu8.com/S/300333\">兆日科技</a>、<a href=\"https://laohu8.com/S/300311\">任子行</a>、<a href=\"https://laohu8.com/S/002439\">启明星辰</a>、<a href=\"https://laohu8.com/S/000004\">国华网安</a>、<a href=\"https://laohu8.com/S/600410\">华胜天成</a>等多股涨停，<a href=\"https://laohu8.com/S/300369\">绿盟科技</a>、<a href=\"https://laohu8.com/S/300768\">迪普科技</a>、<a href=\"https://laohu8.com/S/300188\">美亚柏科</a>、<a href=\"https://laohu8.com/S/300297\">蓝盾股份</a>、<a href=\"https://laohu8.com/S/688561\">奇安信</a>、<a href=\"https://laohu8.com/S/688201\">信安世纪</a>等多股涨超10%。</p>\n<p>消息面上，工信部公开征求对《网络安全产业高质量发展三年行动计划(2021-2023年)(征求意见稿)》的意见。其中提出，到2023年，网络安全产业规模超过2500亿元，年复合增长率超过15%。一批网络安全关键核心技术实现突破，达到先进水平。新兴技术与网络安全融合创新明显加快，网络安全产品、服务创新能力进一步增强。</p>\n<p>国家互联网信息办公室日前表示，国家互联网信息办公室会同有关部门修订了《网络安全审查办法》，向社会公开征求意见。《办法》在第六条指出，掌握超过100万用户个人信息的运营者赴国外上市，必须向网络安全审查办公室申报网络安全审查。</p>\n<p>此前，监管部门对滴滴等企业启动的网络安全审查，将有关数据安全的讨论推至风口浪尖。</p>\n<p><b>磷化工、光伏、券商等板块表现同样强势</b></p>\n<p>业绩预增板块受关注，东方钽业、<a href=\"https://laohu8.com/S/002810\">山东赫达</a>、<a href=\"https://laohu8.com/S/002732\">燕塘乳业</a>、<a href=\"https://laohu8.com/S/600803\">新奥股份</a>、<a href=\"https://laohu8.com/S/002455\">百川股份</a>、<a href=\"https://laohu8.com/S/600746\">江苏索普</a>、中兴通讯、兴化股份、力盛赛车涨停；</p>\n<p>磷化工板块爆发，<a href=\"https://laohu8.com/S/600727\">鲁北化工</a>、<a href=\"https://laohu8.com/S/300505\">川金诺</a>、云天化、兴发集团、<a href=\"https://laohu8.com/S/002136\">安纳达</a>、中毅达、<a href=\"https://laohu8.com/S/000902\">新洋丰</a>涨停；</p>\n<p>光伏板块崛起，<a href=\"https://laohu8.com/S/002620\">瑞和股份</a>、华荣股份、<a href=\"https://laohu8.com/S/603628\">清源股份</a>、德力股份、南玻A、洛阳玻璃涨停；</p>\n<p>券商板块异动，东方证券涨停，<a href=\"https://laohu8.com/S/601990\">南京证券</a>、湘财股份、兴业证券涨幅居前；</p>\n<p>CRO板块强势反弹，<a href=\"https://laohu8.com/S/300363\">博腾股份</a>、<a href=\"https://laohu8.com/S/688202\">美迪西</a>、康龙化成涨超10%，昭衍新药、华测检测等涨超5%；</p>\n<p><b>个股方面</b>，\"母凭子贵\"的联络互动4连板涨停，子公司新蛋股价在美股市场上暴涨；</p>\n<p><img src=\"https://static.tigerbbs.com/6397ab484db23835d831979b4693fd3f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/704d44c163494f36f083a46c554d007a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>1500亿市值5G龙头涨停！</b></p>\n<p>业绩大超预期，中兴通讯股价封死涨停</p>\n<p><img src=\"https://static.tigerbbs.com/8046ab890f9cd1c4c8293ca5e9c2b733\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">日前，中兴通讯发布2021年半年度业绩预告，预计2021年上半年实现归属于上市公司普通股股东的净利润38.0亿元至43.0亿元，同比增长104.60%至131.52%，基本每股收益0.82元至0.93元。对于业绩增长原因，中兴通讯表示，主要由于公司不断优化市场格局，营业收入同比增长、毛利率持续恢复改善，盈利能力大幅提升，以及转让北京中兴高达通信技术有限公司90%股权确认税前利润约8亿元所致。</p>\n<p><b>美股</b></p>\n<p>美国三大股指期货盘前涨跌不一，截至发稿，道指期货跌0.28%；标普500指数期货跌0.19%；纳斯达克100指数期货涨0.07%。<img src=\"https://static.tigerbbs.com/5ff6304762b767694209339fd0609c3f\" tg-width=\"828\" tg-height=\"229\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>盘前涨超9%，公司“团结”号太空船11日完成首次满员太空试飞。</p>\n<p>虎牙、斗鱼盘前分别跌1.8%及2.7%，上周末市场监管总局依法禁止虎牙与斗鱼合并。</p>\n<p>中概股<a href=\"https://laohu8.com/S/SGOC\">上为集团</a>(SGOC.O)盘前异动，最高涨50%。 </p>\n<p><b>欧股</b></p>\n<p>欧洲主要指数跌多涨少，欧洲斯托克50指数跌0.28%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.50%，德国DAX30指数跌0.14%。<img src=\"https://static.tigerbbs.com/74539a9e9e56d0055afe446ebdd04df1\" tg-width=\"827\" tg-height=\"364\" referrerpolicy=\"no-referrer\">来源：英为财情Investing.com</p>\n<p><b>原油</b></p>\n<p>国际油价下挫，美油报74.03美元/桶，日内跌幅.72%；布油现报74.95美元/桶，日内跌0.77%。</p>\n<p>伊核谈判、OPEC+谈判及疫情升温给当前油价带来重大不确定因素， 美原油小幅下跌，短线多头仍然比较强势，但需要提防突发消息，建议激进者谨慎做多。</p>\n<p><b>黄金</b></p>\n<p>现货黄金日内跌0.33%，报1804.75美元/盎司。</p>\n<p>短线金价涨势放缓，不过在周二美国CPI数据出炉前金价有望延续小幅上涨的格局，建议保守者暂时观望，激进者在1796支撑位附近做多。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场综述：“母凭子贵股”横空出世！5G龙头股直线涨停</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述：“母凭子贵股”横空出世！5G龙头股直线涨停\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-12 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>要闻</b></p>\n<p><b>工信部：到2023年网络安全产业规模超过2500亿元 年复合增长率超过15%</b></p>\n<p>工信部公开征求对《网络安全产业高质量发展三年行动计划（2021-2023年）（征求意见稿）》的意见。其中提出，到2023年，网络安全产业规模超过2500亿元，年复合增长率超过15%。一批网络安全关键核心技术实现突破，达到先进水平。新兴技术与网络安全融合创新明显加快，网络安全产品、服务创新能力进一步增强。</p>\n<p><b>消息称台积电将扩产大28nm产能</b></p>\n<p>据市场消息，台积电为了满足车用芯片、CMOS影像感测器（CIS）、驱动芯片、射频元件等客户需求，规划积极扩大成熟制程的28nm产能，预计未来2-3年，28nm总产能每月可望扩增10万到15万片。</p>\n<p><b>生意社：成本激增叠加厂家调价 上周己二酸价格飙涨</b></p>\n<p>7月12日讯，据生意社监测，上周，国内己二酸价格大幅上涨，涨幅达11%。经历了6月份的弱势行情后，7月初己二酸价格开启上涨模式，目前价格稳定在11000元大关，市场上涨主因己二酸上游纯苯价格大幅飙涨，导致下游被动跟涨，叠加厂家集中月初调涨挂牌价影响，己二酸大幅上行，目前己二酸价格区间在10800-11100元/吨。</p>\n<p><b>国家发改委：重点支持肉类屠宰加工等冷链物流设施项目</b></p>\n<p>国家发改委近日印发《城乡冷链和国家物流枢纽建设中央预算内投资专项管理办法》提出，重点支持服务于肉类屠宰加工及流通的冷链物流设施项目，公共冷库新建、改扩建、智能化改造及相关配套设施项目。单个项目支持标准原则上不超过该项目符合专项支持方向的核定投资的30%，最高不超过5000万元。</p>\n<p><b>港股</b></p>\n<p>受央行全面降准影响，港股三大指数今日大幅高开，全天震荡收涨且日K都呈假阴线，早盘恒生科技指数一度翻绿，收涨1.14%报1.14%，恒指涨0.62%报2751点，国指涨0.61报9945点。</p>\n<p>恒生科技指数走势反复，一度跌超1%，收涨1.14%，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨超6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨5%，美团涨超2%，阿里涨1%。</p>\n<p>汽车股表现强势，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>股份大涨近8%，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/01958\">北京汽车</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>下调评级后，餐饮股暴涨不断，<a href=\"https://laohu8.com/S/01579\">颐海国际</a>今日大涨7.74%，<a href=\"https://laohu8.com/S/06862\">海底捞</a>再度涨8.83%，<a href=\"https://laohu8.com/S/09922\">九毛九</a>、呷哺等集体大涨。</p>\n<p><a href=\"https://laohu8.com/S/HUYA\">虎牙</a>斗鱼合并被禁止，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌0.74%，市值5.13万亿港元。7月10日，国家市场监督管理总局公告显示，由腾讯主导的虎牙<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>合并案被禁止。</p>\n<p><a href=\"https://laohu8.com/S/02868\">首创置业</a>拟溢价63%进行私有化，公司股价今日复牌涨超45%。首创置业股份有限公司在7月9日晚间发布公告称，向港交所申请自愿撤销H股于港交所的上市地位。公告称，计划获得首创集团私有化，将在H股每股支付2.8港元进行私有化。</p>\n<p><a href=\"https://laohu8.com/S/000063\">中兴通讯</a>涨超13%，7月9日晚，<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>发布2021年半年度业绩预告，预计上半年实现归属于上市公司普通股股东的净利润38.0亿元至43.0亿元，同比增长104.60%至131.52%，基本每股收益0.82元至0.93元。</p>\n<p><b>A股</b></p>\n<p>央行全面降准提振市场信心，大小指数今日高开高走集体收涨，创业板指大涨3.68%创6年新高，两市成交火热，成交额连续8个交易日突破万亿，近3000家个股飘红。截至收盘，沪指涨0.67%报3547.84点，深成指涨2.14%报15161.52点，创业板指涨3.68%报3534.76点；两市合计成交13180亿元，北向资金净流入16.42亿元。值得一提的是，创业板跟沪指的点位数差距在不断缩小。</p>\n<p>方正策略分析称，市场上涨主要有四方面原因。</p>\n<p>一是央行于上周五全面降准0.5个百分点，释放长期资金约1万亿元，上周三国常会提出“适度降准”，市场对央行降准的时间点以及方式尚存分歧，但时隔两天央行全面降准超出市场预期。</p>\n<p>二是上周五公布的社融、货币数据均超预期，其中6月新增社融3.67万亿、表内信贷新增2.3万亿元均超预期，存量社融同比11.0%结束快速下行的趋势，6月M2同比反弹至8.6%。</p>\n<p>三是市场对于政策偏暖的预期不断增强，当前经济复苏不牢固，国内疫情点状爆发，海外经济复苏出现乏力的迹象，市场对7月政治局会议的定调偏乐观。</p>\n<p>四是海外市场均出现显著反弹，从周五美股的表现来看，美股三大指数均大幅上涨，标普500指数上涨1.1%，今日亚太市场中日经指数上涨超2%，北向资金大幅流入。</p>\n<p>行业板块方面，通讯行业、软件服务、化肥行业、电子信息、玻璃陶瓷等涨幅靠前，民航机场、保险、贵金属、银行、环保工程等跌幅靠前。题材方面，网络安全、CRO、氟化工、鸿蒙概念、固态电池、华为昇腾等概念板块活跃。</p>\n<p><b>有锂走遍天下,新能源大爆发</b></p>\n<p>锂电池方面:&nbsp;<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/002176\">江特电机</a>、<a href=\"https://laohu8.com/S/002192\">融捷股份</a>、<a href=\"https://laohu8.com/S/603799\">华友钴业</a>、<a href=\"https://laohu8.com/S/002850\">科达利</a>、<a href=\"https://laohu8.com/S/000155\">川能动力</a>、<a href=\"https://laohu8.com/S/002240\">盛新锂能</a>、<a href=\"https://laohu8.com/S/002756\">永兴材料</a>、<a href=\"https://laohu8.com/S/600110\">诺德股份</a>、<a href=\"https://laohu8.com/S/002091\">江苏国泰</a>、<a href=\"https://laohu8.com/S/002140\">东华科技</a>、<a href=\"https://laohu8.com/S/000920\">南方汇通</a>、<a href=\"https://laohu8.com/S/603867\">新化股份</a>、<a href=\"https://laohu8.com/S/600338\">西藏珠峰</a>、<a href=\"https://laohu8.com/S/000762\">西藏矿业</a>、<a href=\"https://laohu8.com/S/600884\">杉杉股份</a>、<a href=\"https://laohu8.com/S/600869\">远东股份</a>、<a href=\"https://laohu8.com/S/002895\">川恒股份</a>、<a href=\"https://laohu8.com/S/300077\">国民技术</a>涨停</p>\n<p>新能源车板块，<a href=\"https://laohu8.com/S/600418\">江淮汽车</a>、<a href=\"https://laohu8.com/S/601127\">小康股份</a>、<a href=\"https://laohu8.com/S/600480\">凌云股份</a>、<a href=\"https://laohu8.com/S/600577\">精达股份</a>、<a href=\"https://laohu8.com/S/002824\">和胜股份</a>、<a href=\"https://laohu8.com/S/300615\">欣天科技</a>、<a href=\"https://laohu8.com/S/603809\">豪能股份</a>涨停；</p>\n<p>创业板一哥，新能源龙头<a href=\"https://laohu8.com/S/300750\">宁德时代</a>今天大涨超3%，盘中摸高至577元，创历史新高！</p>\n<p><img src=\"https://static.tigerbbs.com/e7db9f94fac8b9e57162664639cbcd5c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">而新能源汽车巨头比亚迪高开高走，盘中一度上涨9.68%，逼近涨停，同时逼近历史高点。</p>\n<p><img src=\"https://static.tigerbbs.com/de6c78edceaa84b6e1999b9308c97671\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上，中国汽车工业协会7月9日发布数据，中国2021年6月份新能源汽车产量24.8万辆（销量25.6万辆），环比增长14.2％，同比增长1.43倍；1-6月份新能源汽车累计产量121.4万辆，同比增长2.3倍。</p>\n<p><b>另外，锂、钴、磁材稀土的需求全面受到提振</b></p>\n<p>新能源车是电池、磁材等非常重要的下游。2020年碳酸锂约62％被用于锂离子电池、约53％的钴用在电池、11％的钴用在磁材；而高性能钕铁硼磁材约12％用在新能源车永磁电机，高性能钕铁硼磁材约占钕铁硼产量的20％，稀土约43％用在钕铁硼。因此新能源车产量的高增长，无疑将会显著拉动锂、钴、磁材稀土的消费量。</p>\n<p><b>网络安全强势爆发</b></p>\n<p>今日网络安全、软件服务板块继续走强，多股涨超10%，截至收盘，<a href=\"https://laohu8.com/S/300333\">兆日科技</a>、<a href=\"https://laohu8.com/S/300311\">任子行</a>、<a href=\"https://laohu8.com/S/002439\">启明星辰</a>、<a href=\"https://laohu8.com/S/000004\">国华网安</a>、<a href=\"https://laohu8.com/S/600410\">华胜天成</a>等多股涨停，<a href=\"https://laohu8.com/S/300369\">绿盟科技</a>、<a href=\"https://laohu8.com/S/300768\">迪普科技</a>、<a href=\"https://laohu8.com/S/300188\">美亚柏科</a>、<a href=\"https://laohu8.com/S/300297\">蓝盾股份</a>、<a href=\"https://laohu8.com/S/688561\">奇安信</a>、<a href=\"https://laohu8.com/S/688201\">信安世纪</a>等多股涨超10%。</p>\n<p>消息面上，工信部公开征求对《网络安全产业高质量发展三年行动计划(2021-2023年)(征求意见稿)》的意见。其中提出，到2023年，网络安全产业规模超过2500亿元，年复合增长率超过15%。一批网络安全关键核心技术实现突破，达到先进水平。新兴技术与网络安全融合创新明显加快，网络安全产品、服务创新能力进一步增强。</p>\n<p>国家互联网信息办公室日前表示，国家互联网信息办公室会同有关部门修订了《网络安全审查办法》，向社会公开征求意见。《办法》在第六条指出，掌握超过100万用户个人信息的运营者赴国外上市，必须向网络安全审查办公室申报网络安全审查。</p>\n<p>此前，监管部门对滴滴等企业启动的网络安全审查，将有关数据安全的讨论推至风口浪尖。</p>\n<p><b>磷化工、光伏、券商等板块表现同样强势</b></p>\n<p>业绩预增板块受关注，东方钽业、<a href=\"https://laohu8.com/S/002810\">山东赫达</a>、<a href=\"https://laohu8.com/S/002732\">燕塘乳业</a>、<a href=\"https://laohu8.com/S/600803\">新奥股份</a>、<a href=\"https://laohu8.com/S/002455\">百川股份</a>、<a href=\"https://laohu8.com/S/600746\">江苏索普</a>、中兴通讯、兴化股份、力盛赛车涨停；</p>\n<p>磷化工板块爆发，<a href=\"https://laohu8.com/S/600727\">鲁北化工</a>、<a href=\"https://laohu8.com/S/300505\">川金诺</a>、云天化、兴发集团、<a href=\"https://laohu8.com/S/002136\">安纳达</a>、中毅达、<a href=\"https://laohu8.com/S/000902\">新洋丰</a>涨停；</p>\n<p>光伏板块崛起，<a href=\"https://laohu8.com/S/002620\">瑞和股份</a>、华荣股份、<a href=\"https://laohu8.com/S/603628\">清源股份</a>、德力股份、南玻A、洛阳玻璃涨停；</p>\n<p>券商板块异动，东方证券涨停，<a href=\"https://laohu8.com/S/601990\">南京证券</a>、湘财股份、兴业证券涨幅居前；</p>\n<p>CRO板块强势反弹，<a href=\"https://laohu8.com/S/300363\">博腾股份</a>、<a href=\"https://laohu8.com/S/688202\">美迪西</a>、康龙化成涨超10%，昭衍新药、华测检测等涨超5%；</p>\n<p><b>个股方面</b>，\"母凭子贵\"的联络互动4连板涨停，子公司新蛋股价在美股市场上暴涨；</p>\n<p><img src=\"https://static.tigerbbs.com/6397ab484db23835d831979b4693fd3f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/704d44c163494f36f083a46c554d007a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>1500亿市值5G龙头涨停！</b></p>\n<p>业绩大超预期，中兴通讯股价封死涨停</p>\n<p><img src=\"https://static.tigerbbs.com/8046ab890f9cd1c4c8293ca5e9c2b733\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">日前，中兴通讯发布2021年半年度业绩预告，预计2021年上半年实现归属于上市公司普通股股东的净利润38.0亿元至43.0亿元，同比增长104.60%至131.52%，基本每股收益0.82元至0.93元。对于业绩增长原因，中兴通讯表示，主要由于公司不断优化市场格局，营业收入同比增长、毛利率持续恢复改善，盈利能力大幅提升，以及转让北京中兴高达通信技术有限公司90%股权确认税前利润约8亿元所致。</p>\n<p><b>美股</b></p>\n<p>美国三大股指期货盘前涨跌不一，截至发稿，道指期货跌0.28%；标普500指数期货跌0.19%；纳斯达克100指数期货涨0.07%。<img src=\"https://static.tigerbbs.com/5ff6304762b767694209339fd0609c3f\" tg-width=\"828\" tg-height=\"229\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>盘前涨超9%，公司“团结”号太空船11日完成首次满员太空试飞。</p>\n<p>虎牙、斗鱼盘前分别跌1.8%及2.7%，上周末市场监管总局依法禁止虎牙与斗鱼合并。</p>\n<p>中概股<a href=\"https://laohu8.com/S/SGOC\">上为集团</a>(SGOC.O)盘前异动，最高涨50%。 </p>\n<p><b>欧股</b></p>\n<p>欧洲主要指数跌多涨少，欧洲斯托克50指数跌0.28%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.50%，德国DAX30指数跌0.14%。<img src=\"https://static.tigerbbs.com/74539a9e9e56d0055afe446ebdd04df1\" tg-width=\"827\" tg-height=\"364\" referrerpolicy=\"no-referrer\">来源：英为财情Investing.com</p>\n<p><b>原油</b></p>\n<p>国际油价下挫，美油报74.03美元/桶，日内跌幅.72%；布油现报74.95美元/桶，日内跌0.77%。</p>\n<p>伊核谈判、OPEC+谈判及疫情升温给当前油价带来重大不确定因素， 美原油小幅下跌，短线多头仍然比较强势，但需要提防突发消息，建议激进者谨慎做多。</p>\n<p><b>黄金</b></p>\n<p>现货黄金日内跌0.33%，报1804.75美元/盎司。</p>\n<p>短线金价涨势放缓，不过在周二美国CPI数据出炉前金价有望延续小幅上涨的格局，建议保守者暂时观望，激进者在1796支撑位附近做多。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"002594":"比亚迪","002280":"ST联络","HSI":"恒生指数","000063":"中兴通讯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188436938","content_text":"要闻\n工信部：到2023年网络安全产业规模超过2500亿元 年复合增长率超过15%\n工信部公开征求对《网络安全产业高质量发展三年行动计划（2021-2023年）（征求意见稿）》的意见。其中提出，到2023年，网络安全产业规模超过2500亿元，年复合增长率超过15%。一批网络安全关键核心技术实现突破，达到先进水平。新兴技术与网络安全融合创新明显加快，网络安全产品、服务创新能力进一步增强。\n消息称台积电将扩产大28nm产能\n据市场消息，台积电为了满足车用芯片、CMOS影像感测器（CIS）、驱动芯片、射频元件等客户需求，规划积极扩大成熟制程的28nm产能，预计未来2-3年，28nm总产能每月可望扩增10万到15万片。\n生意社：成本激增叠加厂家调价 上周己二酸价格飙涨\n7月12日讯，据生意社监测，上周，国内己二酸价格大幅上涨，涨幅达11%。经历了6月份的弱势行情后，7月初己二酸价格开启上涨模式，目前价格稳定在11000元大关，市场上涨主因己二酸上游纯苯价格大幅飙涨，导致下游被动跟涨，叠加厂家集中月初调涨挂牌价影响，己二酸大幅上行，目前己二酸价格区间在10800-11100元/吨。\n国家发改委：重点支持肉类屠宰加工等冷链物流设施项目\n国家发改委近日印发《城乡冷链和国家物流枢纽建设中央预算内投资专项管理办法》提出，重点支持服务于肉类屠宰加工及流通的冷链物流设施项目，公共冷库新建、改扩建、智能化改造及相关配套设施项目。单个项目支持标准原则上不超过该项目符合专项支持方向的核定投资的30%，最高不超过5000万元。\n港股\n受央行全面降准影响，港股三大指数今日大幅高开，全天震荡收涨且日K都呈假阴线，早盘恒生科技指数一度翻绿，收涨1.14%报1.14%，恒指涨0.62%报2751点，国指涨0.61报9945点。\n恒生科技指数走势反复，一度跌超1%，收涨1.14%，华虹半导体涨超6%，哔哩哔哩涨5%，美团涨超2%，阿里涨1%。\n汽车股表现强势，比亚迪股份大涨近8%，吉利汽车、北京汽车涨超2%。\n高盛下调评级后，餐饮股暴涨不断，颐海国际今日大涨7.74%，海底捞再度涨8.83%，九毛九、呷哺等集体大涨。\n虎牙斗鱼合并被禁止，腾讯跌0.74%，市值5.13万亿港元。7月10日，国家市场监督管理总局公告显示，由腾讯主导的虎牙斗鱼合并案被禁止。\n首创置业拟溢价63%进行私有化，公司股价今日复牌涨超45%。首创置业股份有限公司在7月9日晚间发布公告称，向港交所申请自愿撤销H股于港交所的上市地位。公告称，计划获得首创集团私有化，将在H股每股支付2.8港元进行私有化。\n中兴通讯涨超13%，7月9日晚，中兴通讯发布2021年半年度业绩预告，预计上半年实现归属于上市公司普通股股东的净利润38.0亿元至43.0亿元，同比增长104.60%至131.52%，基本每股收益0.82元至0.93元。\nA股\n央行全面降准提振市场信心，大小指数今日高开高走集体收涨，创业板指大涨3.68%创6年新高，两市成交火热，成交额连续8个交易日突破万亿，近3000家个股飘红。截至收盘，沪指涨0.67%报3547.84点，深成指涨2.14%报15161.52点，创业板指涨3.68%报3534.76点；两市合计成交13180亿元，北向资金净流入16.42亿元。值得一提的是，创业板跟沪指的点位数差距在不断缩小。\n方正策略分析称，市场上涨主要有四方面原因。\n一是央行于上周五全面降准0.5个百分点，释放长期资金约1万亿元，上周三国常会提出“适度降准”，市场对央行降准的时间点以及方式尚存分歧，但时隔两天央行全面降准超出市场预期。\n二是上周五公布的社融、货币数据均超预期，其中6月新增社融3.67万亿、表内信贷新增2.3万亿元均超预期，存量社融同比11.0%结束快速下行的趋势，6月M2同比反弹至8.6%。\n三是市场对于政策偏暖的预期不断增强，当前经济复苏不牢固，国内疫情点状爆发，海外经济复苏出现乏力的迹象，市场对7月政治局会议的定调偏乐观。\n四是海外市场均出现显著反弹，从周五美股的表现来看，美股三大指数均大幅上涨，标普500指数上涨1.1%，今日亚太市场中日经指数上涨超2%，北向资金大幅流入。\n行业板块方面，通讯行业、软件服务、化肥行业、电子信息、玻璃陶瓷等涨幅靠前，民航机场、保险、贵金属、银行、环保工程等跌幅靠前。题材方面，网络安全、CRO、氟化工、鸿蒙概念、固态电池、华为昇腾等概念板块活跃。\n有锂走遍天下,新能源大爆发\n锂电池方面: 赣锋锂业、江特电机、融捷股份、华友钴业、科达利、川能动力、盛新锂能、永兴材料、诺德股份、江苏国泰、东华科技、南方汇通、新化股份、西藏珠峰、西藏矿业、杉杉股份、远东股份、川恒股份、国民技术涨停\n新能源车板块，江淮汽车、小康股份、凌云股份、精达股份、和胜股份、欣天科技、豪能股份涨停；\n创业板一哥，新能源龙头宁德时代今天大涨超3%，盘中摸高至577元，创历史新高！\n而新能源汽车巨头比亚迪高开高走，盘中一度上涨9.68%，逼近涨停，同时逼近历史高点。\n\n消息面上，中国汽车工业协会7月9日发布数据，中国2021年6月份新能源汽车产量24.8万辆（销量25.6万辆），环比增长14.2％，同比增长1.43倍；1-6月份新能源汽车累计产量121.4万辆，同比增长2.3倍。\n另外，锂、钴、磁材稀土的需求全面受到提振\n新能源车是电池、磁材等非常重要的下游。2020年碳酸锂约62％被用于锂离子电池、约53％的钴用在电池、11％的钴用在磁材；而高性能钕铁硼磁材约12％用在新能源车永磁电机，高性能钕铁硼磁材约占钕铁硼产量的20％，稀土约43％用在钕铁硼。因此新能源车产量的高增长，无疑将会显著拉动锂、钴、磁材稀土的消费量。\n网络安全强势爆发\n今日网络安全、软件服务板块继续走强，多股涨超10%，截至收盘，兆日科技、任子行、启明星辰、国华网安、华胜天成等多股涨停，绿盟科技、迪普科技、美亚柏科、蓝盾股份、奇安信、信安世纪等多股涨超10%。\n消息面上，工信部公开征求对《网络安全产业高质量发展三年行动计划(2021-2023年)(征求意见稿)》的意见。其中提出，到2023年，网络安全产业规模超过2500亿元，年复合增长率超过15%。一批网络安全关键核心技术实现突破，达到先进水平。新兴技术与网络安全融合创新明显加快，网络安全产品、服务创新能力进一步增强。\n国家互联网信息办公室日前表示，国家互联网信息办公室会同有关部门修订了《网络安全审查办法》，向社会公开征求意见。《办法》在第六条指出，掌握超过100万用户个人信息的运营者赴国外上市，必须向网络安全审查办公室申报网络安全审查。\n此前，监管部门对滴滴等企业启动的网络安全审查，将有关数据安全的讨论推至风口浪尖。\n磷化工、光伏、券商等板块表现同样强势\n业绩预增板块受关注，东方钽业、山东赫达、燕塘乳业、新奥股份、百川股份、江苏索普、中兴通讯、兴化股份、力盛赛车涨停；\n磷化工板块爆发，鲁北化工、川金诺、云天化、兴发集团、安纳达、中毅达、新洋丰涨停；\n光伏板块崛起，瑞和股份、华荣股份、清源股份、德力股份、南玻A、洛阳玻璃涨停；\n券商板块异动，东方证券涨停，南京证券、湘财股份、兴业证券涨幅居前；\nCRO板块强势反弹，博腾股份、美迪西、康龙化成涨超10%，昭衍新药、华测检测等涨超5%；\n个股方面，\"母凭子贵\"的联络互动4连板涨停，子公司新蛋股价在美股市场上暴涨；\n\n1500亿市值5G龙头涨停！\n业绩大超预期，中兴通讯股价封死涨停\n日前，中兴通讯发布2021年半年度业绩预告，预计2021年上半年实现归属于上市公司普通股股东的净利润38.0亿元至43.0亿元，同比增长104.60%至131.52%，基本每股收益0.82元至0.93元。对于业绩增长原因，中兴通讯表示，主要由于公司不断优化市场格局，营业收入同比增长、毛利率持续恢复改善，盈利能力大幅提升，以及转让北京中兴高达通信技术有限公司90%股权确认税前利润约8亿元所致。\n美股\n美国三大股指期货盘前涨跌不一，截至发稿，道指期货跌0.28%；标普500指数期货跌0.19%；纳斯达克100指数期货涨0.07%。维珍银河盘前涨超9%，公司“团结”号太空船11日完成首次满员太空试飞。\n虎牙、斗鱼盘前分别跌1.8%及2.7%，上周末市场监管总局依法禁止虎牙与斗鱼合并。\n中概股上为集团(SGOC.O)盘前异动，最高涨50%。 \n欧股\n欧洲主要指数跌多涨少，欧洲斯托克50指数跌0.28%，英国富时100指数跌0.50%，德国DAX30指数跌0.14%。来源：英为财情Investing.com\n原油\n国际油价下挫，美油报74.03美元/桶，日内跌幅.72%；布油现报74.95美元/桶，日内跌0.77%。\n伊核谈判、OPEC+谈判及疫情升温给当前油价带来重大不确定因素， 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