A股三大指数早盘集体上涨，截至午盘，沪指涨0.11%，深成指涨0.65%，创业板指涨0.65%，北证50指数涨1.05%，沪深京 三市半日成交额13950亿元，较上日缩量642亿元。全市场超3800只个股上涨。 板块题材上，化学原料、中药、电池、油气开采及服务、光纤、电网设备、PCB概念股涨幅居前；白酒、旅游及酒店、零 售、文化传媒、煤炭开采加工、军工装备板块表现落后，盘面上，受政策利好影响，中药板块早盘高开，特一药业、汉森制药 双双涨停。国际化工巨头巴斯夫涨价提振化工板块，金牛化学等股收获涨停。PCB概念股盘中异动，深南电路封板，胜宏科技 跟随上涨，此前多个美国科技巨头资本开支超出预期。此外，有色金属、油气资源股低开后持续回暖。另一方面，白酒、零 售、旅游等消费股未能延续昨日涨势回调，皇台酒业跌停，百大集团、国光连锁跌幅居前。 ...

Market Overview - The market showed a recovery after an initial drop, with all three major indices closing in the green. The Shanghai Composite Index rose by 0.11%, the Shenzhen Component increased by 0.65%, and the ChiNext Index also gained 0.65% [1] Sector Performance - The chemical sector performed strongly, with stocks such as Cangzhou Dahua, Jinniu Chemical, Baichuan Co., and Baihehua hitting the daily limit [2] - The humanoid robot concept saw active performance, with stocks like Wuzhou Xinchun, Liancheng Precision, and Tianqi Co. reaching the daily limit [3] - The non-ferrous metals sector rebounded, with Hunan Gold and Xianglu Tungsten hitting the daily limit. The optical communication concept also saw a recovery, with Hangdian Co. achieving five consecutive daily limits [4] - The traditional Chinese medicine concept opened actively, with Te Yi Pharmaceutical hitting the daily limit [5] - Conversely, the consumer sector faced a collective decline, particularly in the liquor and tourism hotel sectors, with Huangtai Liquor and Dalian Shengya hitting the daily limit [6] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day [7] Individual Stock Highlights - Zhongji Xuchuang had the highest trading volume at over 11.5 billion yuan, followed closely by Xinyi Sheng at 11.3 billion yuan. Other notable stocks with high trading volumes included Ningde Times, Kweichow Moutai, Zijin Mining, and Xunwei Communication [8]

转自：新华财经 新华财经北京2月6日电 （胡晨曦）A股三大指数2月6日早间低开，随后探底回升，三大指数集体翻红。 盘面上，化工板块集体走强，沧州大化、金牛化工、百川股份、百合花涨停；中药股开盘大涨，特一药 业、汉森制药等涨停；机器人概念股表现活跃，五洲新春、联诚精密等涨停；有色金属板块回暖，湖南 黄金、翔鹭钨业涨停。下跌方面，白酒、旅游、零售等消费股下挫，皇台酒业跌停，百大集团、大连圣 亚跌超7%。 中国物流与采购联合会：1月份全球制造业采购经理指数为51% 较上月上升1.5个百分点 中国物流与采购联合会今天（6日）发布2026年1月份全球制造业采购经理指数，全球制造业景气水平较 上月有明显提升。1月份全球制造业采购经理指数为51%，较上月上升1.5个百分点，结束连续10个月 50%以下的运行趋势。分区域看，非洲制造业采购经理指数下降至49.6%，欧洲制造业采购经理指数升 至50%，亚洲制造业采购经理指数微幅下降至51%，美洲制造业采购经理指数升至51.8%。 机构观点 中信建投：2025年上市券商净利润普遍实现高增，主要受益于日均成交额同比提升及两融余额维持高 位，多家券商净利增幅超70%；与此同时，降准降 ...

Market Overview - The market experienced a rebound after an initial drop, with all three major indices turning positive. The Shanghai Composite Index rose by 0.11%, the Shenzhen Component increased by 0.65%, and the ChiNext Index also gained 0.65% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day [1] Sector Performance - The chemical sector showed strong performance, with stocks such as Cangzhou Dahua, Jinniu Chemical, Baichuan Shares, and Baihehua hitting the daily limit [1] - The humanoid robot concept stocks were active, with Wuzhou Xinchun, Liancheng Precision, and Tianqi Shares also reaching the daily limit [1] - The non-ferrous metals sector rebounded, with Hunan Gold and Xianglu Tungsten hitting the daily limit [1] - The optical communication concept saw a volatile recovery, with Hangdian Shares achieving five consecutive daily limits in six days [1] - The traditional Chinese medicine sector opened actively, with Te Yi Pharmaceutical hitting the daily limit [1] Declining Sectors - The consumer sector faced a collective decline, particularly in the liquor and tourism hotel segments, with Huangtai Liquor hitting the daily limit down and Dalian Shengya also reaching the limit down [1]

Core Insights - The Ningxia Ningdong Energy and Chemical Base plays a crucial role in the national energy strategy, with its modern coal chemical pilot platform serving as a key hub for connecting laboratory research and industrialization [1] Group 1: Importance of the Pilot Platform - The pilot platform is the first of its kind in the Northwest region and addresses common challenges in chemical pilot projects, such as lengthy approvals and slow implementation [1] - It employs a collaborative model of "Eastern R&D + Western maturation" and a "1+N+X" service system to attract innovation resources to the West, fostering the development of coal-based new materials and green chemicals [1] Group 2: Policy Innovations for Accelerating Technology Transfer - The platform has introduced innovative policies to streamline the approval process, allowing pilot projects to be completed within two months from initiation to entry [2] - It has successfully attracted 41 projects, with 70% sourced from Eastern regions, and established a technology investment model that promotes rapid industrialization of high-tech achievements [2] Group 3: Comprehensive Support Infrastructure - The platform features a production operation center, collaborative innovation center, and testing center, along with advanced facilities and a shared equipment platform to support enterprises from small trials to industrialization [3] - It has invested approximately 188 million yuan in advanced equipment, achieving domestic and international standards in various technologies [3] Group 4: Deep Engagement in Project Development - The platform actively collaborates with companies to optimize processes and improve product yields, exemplified by a lithium battery project that increased yield from 78% to 82% [4] - It has also addressed production challenges in other projects, demonstrating its role as an "innovation partner" rather than just a service provider [4] Group 5: Building a Sustainable Innovation Ecosystem - The platform aims to create a sustainable innovation ecosystem by linking a core pilot platform with multiple enterprise pilot workshops and national research institutions [5] - It focuses on a comprehensive R&D transformation system, targeting key areas such as industrial catalysis and green chemistry to support high-quality development in the Ningdong coal chemical industry [6] Group 6: Future Development Goals - The platform's short-term goal is to become a leading pilot platform in China, covering key industrial chains and meeting diverse technological needs [6] - In the long term, it aims to establish multiple public pilot lines for low-risk common technologies, supporting the transition of the modern coal chemical industry towards high-end and green development [6]

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 申万宏源证券指出，银价高涨导致光伏行业降本压力凸显，"去银化"成为电池量产的迫切需求。白 银作为光伏电池浆料的核心原材料，其价格大幅上涨已直接影响到电池片制造成本。N型电池 （TOPCon、HJT、BC等）已成为行业主流技术路线，相较于传统P型电池，其单瓦银耗大幅提升。激 光技术凭借高精高效优势，成为光伏去银化转型的核心支撑，标配属性持续提升。激光转印技术可实现 30%-40%的银浆节约，同时可提升电池转换效率，全面适配各类高效电池路线。激光图形化、开膜与烧 结等工艺也能精准配合去银化技术方案，助力降低对高价贵金属的依赖。 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），单日涨跌幅限制达20%，该 指数从市场中选取涉及清洁能源、新能源汽车及储能技术等业务的上市公司证券作为指数样本，以反映 新能 ...

Market Overview - A-shares showed resilience against external market pressures, with major indices recovering after a low opening, resulting in the Shanghai Composite Index rising by 4.40 points (0.11%) to 4080.31 points, the Shenzhen Component Index increasing by 90.46 points (0.65%) to 14043.17 points, and the ChiNext Index up by 21.17 points (0.65%) to 3281.45 points [1] Sector Performance - The chemical sector saw strong performance, with stocks like Cangzhou Dahua, Jinniu Chemical, Baichuan Co., and Baihehua hitting the daily limit [1] - The humanoid robot concept stocks were active, with companies such as Wuzhou Xinchun, Liancheng Precision, and Tianqi Co. also reaching the daily limit [1] - The non-ferrous metals sector showed signs of recovery, with Hunan Gold and Xianglu Tungsten hitting the daily limit [1] - The traditional Chinese medicine sector opened strong, with stocks like Te Yi Pharmaceutical reaching the daily limit [1] Policy Support - The Chinese government, through the Ministry of Industry and Information Technology and other departments, issued a development plan for the traditional Chinese medicine industry, aiming for a collaborative development system by 2030, which is expected to boost the sector's growth [2] Price Dynamics - The price of disperse dyes surged due to a significant increase in the cost of upstream key intermediates, rising from 25,000 yuan/ton to 38,000 yuan/ton, a more than 50% increase, which is expected to drive up prices in the textile dyeing industry as demand increases post-Spring Festival [3] Market Challenges - The liquor sector faced downward pressure, with stocks like Huangtai Liquor hitting the daily limit down, attributed to a decline in demand following the consumption peak around the Spring Festival and increased competition leading to price cuts [4] - AI application stocks experienced declines, with companies like Yaowang Technology and Zhejiang Wenhu falling to the daily limit due to concerns over technology maturity and unclear business models [5] - The optical module and CPO sectors continued to adjust, with stocks like Yuanjie Technology and Xinyisheng dropping over 6% as market expectations normalized [6] Institutional Insights - Zhongjin Securities noted that despite external pressures, there are no typical bull market top signals in Chinese stocks, with ample liquidity and improving earnings, suggesting a continued positive outlook for Chinese asset revaluation [7] - Tianfeng Securities highlighted the fragility of market sentiment, indicating that any news could trigger short-term sell-offs, particularly in the gold market [7] - Huachuang Securities observed a strong recovery in consumer markets expected for the 2026 Spring Festival, driven by government-led consumption initiatives, suggesting potential growth in sectors like dining, tourism, and retail [7]

两市成交额:1.38万亿 较上一日:-633亿 今日预测量能: 2.12万亿 -566亿 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | *● 名称 | 最新 | 涨幅% | | 涨跌 | 涨速% | 总手 | 现手 金额 | | 上证指数 | 4080.31 | 0.11 | 4.39 | 1506/747 | 0.12 | 3.55 Z | 3.57万 5767.46亿 | | 深证成指 | 14043.17 | 0.65 | 90.46 | 2113/716 | 0.22 | 4.78 7. | 1029 8074.52亿 | | 北证50 | 1523.13 | 1.05 | 15.84 | 261/25 | 0.16 | 4597 | 139 108.47 7. | | 创业板指 | 3281.45 | 0.65 | 21.17 | 1062/305 | 0.31 | 1.4017 | 1029 3605.39亿 | 盘面上热点快速轮动，全市场超3800只个股上涨。从板块来看，化工板块集体走强 ...

转自：智通财经 【午评：创业板指半日涨0.65% 化工板块集体走强】智通财经2月6日电，市场早盘探底回升，三大指数 集体翻红，此前一度跌超1%。沪深两市半日成交额1.38万亿，较上个交易日缩量633亿。盘面上热点快 速轮动，全市场超3800只个股上涨。从板块来看，化工板块集体走强，沧州大化、金牛化工、百川股 份、百合花涨停。人形机器人概念表现活跃，五洲新春、联诚精密、天奇股份涨停。有色金属板块回 暖，湖南黄金、翔鹭钨业涨停。光通信概念震荡回升，杭电股份6天5板。中药概念开盘活跃，特一药业 涨停。下跌方面，大消费板块集体下挫，白酒、旅游酒店方向跌幅居前，皇台酒业跌停，大连圣亚触及 跌停。截至收盘，沪指涨0.11%，深成指涨0.65%，创业板指涨0.65%。 ...

AI切磋大会 城投资产·之江数艺产业园 OPC超级个体概念图AI绘图 "智汇健康·OPC共创""AI+"场景对接会 中国数谷·未来数智港 今年，杭州迎来"创新活力之城"定位确立十周年。站在这一承前启后的关键节点，市两会锚定打造 更高水平创新活力之城的目标，将建设人工智能创新发展第一城、打造全球一流科创企业孵化地作为核 心任务，将创新驱动深深写入城市高质量发展的根基之中。作为城市建设与产业发展的主力军，杭州市 城市建设投资集团有限公司（以下简称"杭州城投"）如何锚定城市战略、盘活存量资源、培育科创生 态？近日，记者走进杭州城投，探寻其以资产盘活赋能创新发展的实践密码。 盘活闲置空间 打造OPC创业"梦工厂" 1月25日，"中国数谷・未来数智港"里年味与科技感交融——杭州城投资产集团有限公司（以下简 称"城投资产集团"）携手WaytoAGI开源社区打造的AI年货市集热闹开集，十大AI摊位各展神通：AI春 节服务站量身定制马年拜年文案，AI水晶绘就个性化运势图，机器人互动区成了亲子打卡的欢乐 场…… "城投的每一步发展，都与杭州这座城市休戚与共、同频共振。护航更高水平创新活力之城建设， 厚育城市创新生态，城投义不容 ...