投资者对多个行业方向进行了投票，包括重组、光伏、深圳本地股、固态电池、低空AI应用、医药、算力、北交所等。其中，重组/股权板块受到关注，主席吴清强调抓好“并购六条”落地实施，相关个股如双成药业、华立股份等表现活跃。北交所方面，近期举办专项活动，听取券商和上市公司对并购重组市场发展的意见建议，涉及润农节水、微创光电等公司。深圳创投板块，深圳市提出促进创业投资高质量发展行动方案，目标到2026年形成万亿级政府投资基金群。
光伏板块，美国商务部考虑部分撤销对中国晶体硅光伏电池的反倾销税和反补贴税，相关个股如海源复材、宝馨科技等受到关注。锂电池板块，国内首条全固态锂电池量产线正式投产，涉及传艺科技、丰元股份等公司。低空板块，小鹏汇天飞行汽车智造基地动工，规划年产能1万台，相关个股如中化岩土、上工申贝等表现活跃。此外，公社ID“致远聊投资”分享了2024-2025年并购年有并购重组预期的最新名单，涉及多家上市公司，如浪潮软件、苏州固锝等。当日战况显示，跳梁小丑以+126.24%的收益率位居总成绩榜首，涛哥Colin和半城烟沙分列二、三位。
- 股票名称 ["双成药业","华立股份","松发股份","文一科技","城地香江","润农节水","微创光电","同享科技","天宏锂电","旭杰科技","深康佳A","电广传媒","深赛格","力合科创","大众公用","海源复材","宝馨科技","艾能聚","晶澳科技","乐通股份","传艺科技","丰元股份","海科新源","武汉蓝电","宝明科技","中化岩土","上工申贝","宗申动力","恒天海龙","深城交","浪潮软件","苏州固锝","同有科技","智光电气","铜峰电子","电子城","天富能源","乾照光电","华嵘控股","德尔玛","威尔泰","兄弟科技","民丰特纸","博创科技","迪普科技","重庆路桥","山东华鹏","海科新源","高斯贝尔","方正证券","阳光股份","国旅联合","宁夏建材","郑州煤电","物产金轮","宏盛华源","汇鸿集团","惠博普","江南化工","中百集团","武商集团","澳柯玛","麦克奥迪","祥龙电业","东湖高新","荣科科技","海泰发展","京能置业","博通股份","新宏泰","湘邮科技","中青宝","超讯通信","阳谷华泰","旗天科技","正虹科技","信息发展","万润科技","怡亚通","长春一东","远东传动","瑞贝卡","森远股份","朗迪集团","四创电子","凤凰航运","济南高新","威龙股份","中创环保","华天科技","宁波富达","南华生物","国新文化","中国海诚","中成股份","国投中鲁","瑞泰科技","国脉文化","东安动力","湖南天雁","中光学","建设工业","凌云股份","吉电股份","新能泰山","荣联科技","音飞储存","泰山石油","高盟新材","上海贝岭","中瓷电子","经纬辉开","蓝盾光电","北陆药业","旋极信息","澄星股份","跃岭股份","泰豪科技","慈星股份","泓淋电力","东方智造","科德教育","安博通","朗科科技","赛摩智能","泰达股份","亿利达","莱茵体育","新华传媒","万隆光电","海得控制","欧克科技","仲景食品","柏城股份","朗源股份","空港股份","高新发展","金龙机电","登云股份","美丽云","华神科技","实达集团","天力锂能","双环科技","金证股份","博通股份","皓宸医疗","世运电路","文一科技","信质集团","东易日盛","奇精机械","万隆光电","银之杰","新动力","中电电机","杰恩设计","亚邦股份","跨境通","西域旅游","全新好","庚星股份","国创高新","天汽模","普路通"]
- 板块名称 ["重组/股权","北交所","深圳创投","光伏","锂电池","低空","AI应用","医药","算力","北交所","其他"]
- 关键词 并购重组、科技资产注入、政策支持
- 看多看空 看好A股市场，主要理由包括政策支持下的并购重组活动增加，科技资产注入预期增强，以及市场对未来发展的积极预期。
和讯自选股写手
风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保证和承诺。