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 鹤岗市(工农区、南山区、绥滨县、向阳区、兴山区、萝北县、兴安区、东山区)





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景德镇市(昌江区、乐平市、浮梁县、珠山区)

  电力板块今日表现亮眼。

  沪指今日维持窄幅震荡走势,尾盘微跌;创业板指一度涨超1%。截至收盘,沪指微跌0.07%报3295.06点,深证成指涨0.39%报9917.05点,创业板指涨0.59%报1947.19点,沪深北三市合计成交11371亿元,成交额和昨日大致相当。

  场内超2800股飘红,电力板块爆发,长源电力、西昌电力、明星电力等涨停,乐山电力近10个交易日累计涨幅接近翻倍。家电、汽车、酿酒、纺织服装等消费板块集体拉升,北鼎股份、惠而浦、万里马、九牧王等涨停;CPO概念崛起,致尚科技20%涨停;智能医疗概念活跃,塞力医疗(维权)、广誉远(维权)等涨停;此外,天元股份、步步高(维权)双双斩获6连板。

  港股盘中强势拉升,恒生科技指数一度涨超2%,午后涨幅逐渐收窄,截至收盘,恒生指数涨0.32%,恒生科技指数涨0.14%。

  电力板块爆发

  电力板块盘中大幅拉升,截至收盘,九洲集团、华电能源、华银电力、长源电力、西昌电力、明星电力等均涨停;乐山电力涨超7%,近10个交易日累计涨幅已接近翻倍。

  国家能源局今日发布消息称,2025年一季度,我国风电光伏发电合计新增装机7433万千瓦,累计装机达到14.82亿千瓦(其中,风电5.36亿千瓦,光伏发电9.46亿千瓦),首次超过火电装机(14.51亿千瓦)。未来随着风电光伏装机新增装机持续快速增长,风电光伏装机超过火电将成为常态。

  据悉,今年以来,我国煤电装机占比持续下降,到3月底,煤电装机占总发电装机容量的比重为34.9%,同比降低4.1个百分点,全国所有省份的煤电装机占比均已降至50%以下,我国能源绿色供给持续加强。

  银河证券指出,国家对清洁能源的支持政策持续加码,为行业发展提供有力保障。风光装机量显著增长,显示新能源领域的强劲发展势头,为相关企业带来长期增长潜力。

  CPO概念拉升

  CPO概念盘中发力走高,截至收盘,致尚科技20%涨停,仕佳光子涨超18%,源杰科技涨超7%,太辰光、新易盛等涨逾5%。

  近期元宝AI入驻微信功能上线,搭载混元和DeepSeek双模引擎,无缝衔接微信生态,AI应用加快普及。机构认为,国内AI模型迭代和应用催生的基础设施投资或将持续。

  天风证券表示,AI拉动CPO市场有望快速增长,Yole预计到2033年,CPO市场规模达到26亿美元。各芯片大厂纷纷布局CPO领域,行业百花齐放,CPO产业链环节较多,未来发展仍需产业链各个环节协同。目前CPO的需求主要集中在海外,海外大厂争相布局CPO技术。博通已向客户交付了业界首款51.2TCPO以太网交换机Bailly;Marvell将CPO技术集成到下一代定制XPU中,提升AI服务器性能;台积电推出COUPE平台,已成功实现CPO与先进半导体封装技术的集成;英伟达加速CPO技术进程,并在GTC大会上发布了3款CPO交换机。国内厂商积极进行技术研发和产品布局,中际旭创、新易盛、天孚通信、光迅科技均已在CPO技术领域有所布局。

  智能医疗概念崛起

  智能医疗概念盘中震荡上扬,截至收盘,何氏眼科涨超15%,塞力医疗、广誉远涨停,思创医惠(维权)涨近7%。

  消息面上,近日,工业和信息化部、国家卫生健康委、国家医保局、国家药监局等七部门联合印发《医药工业数智化转型实施方案(2025—2030年)》,提出到2027年,医药工业数智化转型取得重要进展,以数智技术驱动的医药全产业链竞争力和全生命周期质量管理水平显著提升;到2030年,规上医药工业企业基本实现数智化转型全覆盖,数智技术融合创新能力大幅提升,医药工业全链条数据体系进一步完善,医药工业数智化转型生态体系进一步健全。

  中金指出,本次文件内容从“数字化”延伸到“数智化”,或强调在AI典型的下游应用场景落地过程中对软件技术+硬件设备+应用场景的有机融合,以核心硬件设备实现高价值量数据产出,并通过AI实现数据处理应用,打造智能化医疗产品及设备,最终实现对特定医疗工业领域细分应用场景的赋能。2024年11月,国家卫健委和国家医保局陆续出台人工智能在医疗领域应用落地的相关政策。随着上游技术近年不断突破,同时终端硬件设备基础设施不断优化,人工智能在下游医疗领域应用场景的落地或有望迎来全面提速。

  4月25日金融一线消息,财通证券日前发布关于独立董事无法履职的公告。公告显示,公司近日收到第四届董事会独立董事高强先生家属通知,高强先生目前因个人原因无法履职。高强先生为公司第四届董事会独立董事、薪酬与提名委员会主任委员、审计委员会委员,除此以外未担任公司其他职务。

  公开资料显示,高强,1960年9月出生,毕业于同济大学,工商管理硕士学位,高级经济师,1979年10月进入建行工作。历任建设银行浙江丽水地区分行党组成员、金温铁路专业支行行长,浙江省分行营业部副总经理,杭州市之江支行行长、浙江省分行杭州公司客户部兼省分行营业部总经理、浙江省分行公司业务部总经理,安徽省分行风险总监,安徽省分行副行长,山西省分行党委书记、行长。

  2015年,高强出任建设银行浙江省分行党委书记、行长,2020年初离任,并在同年10月当选财通证券独立董事。

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