宏观策略周报：新“国九条”利好资本市场长期发展，持续关注工业领域设备更新带来的投资机会

请阅读最后评级说明和重要声明 050100150200250300050010001500200025003000350040004500成交额(亿元)收盘价投资要点 ➢ ➢ ➢ ➢ 2 一、资讯要闻 ............................................................................................................................... 3 二、市场概览 ............................................................................................................................... 5 1.主要指数表现 ............................................................................................................................................... 5 2.申万一级行业涨跌幅 .................................................................................................................................... 6 3.两市交易额 .................................................................................................................................................. 6 4.北向资金 ...................................................................................................................................................... 7 附录 .............................................................................................................................................. 8 .................................................................................................................................... 6 ................................................................................................................................................... 6 .................................................................................................................................. 7 ................................................................................................................................................... 5 .......................................................................... 8 3 ⚫ 4 ⚫ ⚫ 5 ⚫ 6 -8.0%-6.0%-4.0%-2.0%0.0%2.0%4.0%公用事业煤炭有色金属纺织服饰银行钢铁社会服务汽车石油石化交通运输通信机械设备基础化工综合家用电器环保医药生物电力设备轻工制造传媒美容护理建筑材料商贸零售计算机电子建筑装饰国防军工食品饮料非银金融农林牧渔房地产02,0004,0006,0008,00010,00012,00014,00016,000050010001500200025003000350040004500两市成交额(亿元)沪深300收盘价 7 -150-100-50050100150200 8 9