【市场热点聚焦】当前市场热议话题围绕化债与科技牛展开，华为链及消费电子成焦点。华为Mate70系列智能手机已进入全面量产阶段，预计11月面市，搭载纯血鸿蒙系统，鸿蒙OS5.0全面进化，市场看好其渗透率提升。消费电子方面，小米15官宣“涨价”，最快10月31日可提货。光刻机领域，上海微电子新增光刻机专利，涉及基板加热承载装置及半导体机台等。
自主可控及芯片半导体方面，美方发布对华投资限制规则，国产替代、自主可控迫在眉睫。并购重组加速推进，10月以来已有47家上市公司披露并购重组进展。低空领域政策密集出台，小鹏汇天等企业商业化落地。光伏行业迎来政策利好，六部委发布指导意见，加快推进大型风电光伏基地建设，推动新建厂房、公共建筑应装尽装光伏系统。市场分析认为，光伏行业大周期拐点已现，继续坚定看多光伏。
- 股票名称 ["常山北明","润和软件","软通动力","诚迈科技","拓维信息","易天股份","凯旺科技","银邦股份","福日电子","光弘科技","欧菲光","东田微","水晶光电","科森科技","爱施德","华映科技","致尚科技","格林精密","强力新材","华软科技","奥普光电","高盟新材","上海电气","跃岭股份","深科技","国民技术","中国长城","上海贝岭","华东重机","科德教育","兰州黄河","电投产融","朗源股份","宝利国际","建新股份","四川九洲","万丰奥威","海能达","宗申动力","岭南股份","双良节能","TCL科技","西昌电力","川润股份","汇绿生态","晶澳","通威","隆基","天合","福莱特","福斯特","中环","钧达","爱旭","帝科","林洋","海优","日升","帝尔","迈为","阳光","德业","锦浪","禾迈","上能","固德威","昱能"]
- 板块名称 ["华为链","消费电子","光刻机","自主可控/芯片半导体","并购重组","低空","光伏"]
- 关键词 光伏、可再生能源、政策催化
- 看多看空 ["六部委联合发文，政治高度空前，结合近期供给侧的一系列事件，自上而下引导光伏行业走出困境的目标已经相当明确。参考2016～2017年钢铁供改，正是多部委联合通过去除落后和不合规产能、实施产能置换、鼓励兼并重组、限制开工率、刺激需求等一系列组合拳，推动钢铁行业盈利水平和现金流大幅好转。如今光伏行业亦走在相似的改革道路上，同时需求增长、技术进步空间广阔，故坚定认为行业大周期拐点已现。"]
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