每日报告精选

每日报告精选（2025-09-05 09:00——2025-09-08 15:00）......................................................................4 请务必阅读正文之后的免责条款部分宏观周报：《确定的降息，不确定的节奏》2025-09-07............................................................................................4宏观周报：《分化延续，终端需求需提振》2025-09-07............................................................................................4宏观快报点评：《弱非农巩固降息预期》2025-09-06................................................................................................5策略观察：《融资资金流入放缓，交易压力集中释放》2025-09-07........................................................................5策略专题报告：《主题结构切换，聚焦反内卷政策加码》2025-09-07....................................................................6策略观察：《成交活跃度下降，创业板指估值领涨》2025-09-06............................................................................7资产配置月报：《稳固结构蓄势能，9月建议超配权益》2025-09-06.....................................................................8策略观察：《资产概览：金价创新高，新兴权益亮眼》2025-09-06........................................................................9海外策略研究：《基本面无碍港股牛途继续》2025-09-06......................................................................................10海外策略研究：《低估科技板块获内外资一致性流入》2025-09-05......................................................................10海外策略研究：《每周海内外重要政策跟踪（25/09/04）》2025-09-05..................................................................11行业跟踪报告：海运《站在旺季前，再议油运的短逻辑与长逻辑》2025-09-08................................................12行业专题研究：海外科技《苹果发布会在即，传统旺季传导供应链受益》2025-09-08.....................................13行业周报：公用事业《鼓励储能，调节性电源都将受益》2025-09-08................................................................14行业跟踪报告：汽车《优必选获新订单，特斯拉发布第四篇章》2025-09-08....................................................14行业双周报：机械行业《制造业景气回升，8月挖掘机内销同比增长14.8%》2025-09-07..............................15行业跟踪报告：电子元器件《博通上调AI收入指引，ASIC增长加速》2025-09-07........................................16行业事件快评：投资银行业与经纪业《销售费用降费落地，买方投顾空间凸显》2025-09-07.........................17行业跟踪报告：煤炭《煤价见顶回落，“反内卷”二次发酵》2025-09-07.............................................................18行业跟踪报告：纺织服装业《8月美国航空延续企稳回升，Lululemon下调25全年指引》2025-09-07.........19行业双周报：海运《OPEC+或继续加速增产，增产效应体现将助力旺季表现》2025-09-07............................19行业跟踪报告：机械行业《液态气周均价同比上涨；气体公司加速出海、布局新兴领域》2025-09-07.........20行业双周报：食品饮料《供需两侧出清机会，成长弹性与防御配置》2025-09-07............................................21行业跟踪报告：建筑工程业《推动城市高质量发展，支持民间资本参与基建投资》2025-09-07.....................22行业双周报：运输《航空旺季大额盈利，快递多地跟进涨价》2025-09-07........................................................23行业跟踪报告：社会服务业《金价再创新高，海底捞持续孵化新业态》2025-09-07........................................24行业半年报：房地产《归母净利润转正，高股息推动估值抬升》2025-09-07....................................................24行业跟踪报告：计算机《计算机周观点第17期：海外AI资本开支大幅上调，麒麟9020强化自主可控》2025-09-07.............................................................................................................................................................................25行业跟踪报告：钢铁《钢铁行业周报数据库20250907》2025-09-07...................................................................26行业跟踪报告：钢铁《供需双降，库存维持低位水平》2025-09-07....................................................................27行业周报：基础化工《宇树科技预计四季度申请IPO，杜邦18亿美元出售芳纶业务》2025-09-07...............28行业半年报：传播文化业《营收利润均高速增长，看好优秀产品三季度业绩贡献》2025-09-07.....................29行业双周报：有色金属《【国泰海通】钴锂金属行业周报》2025-09-07..............................................................30行业跟踪报告：房地产《第36周成交回落，深圳放松政策刺激需求》2025-09-07..........................................30行业月报：造纸业《8月木浆及黑纸价格上涨，白纸有待传导》2025-09-07.....................................................31行业跟踪报告：医药《景气延续，持续推荐创新药械产业链》2025-09-07........................................................32行业半年报：机械行业《科技投资双轮驱动，关注去产能受益行业》2025-09-07............................................33行业跟踪报告：传播文化业《25H1 IP产业持续高增，看好IP消费持续性》2025-09-06.................................34行业双周报：有色金属《“金九”已至，钴锂需求走强》2025-09-06.....................................................................34行业周报：能源《国泰海通石油化工周报：进入金九银十，长丝利润持续修复》2025-09-06.........................35行业双周报：机器人《特斯拉或有新股权激励，“机器狼”亮相九三阅兵》2025-09-06.....................................36行业事件快评：投资银行业与经纪业《FISP平台启动，公募基金直销迎变革》2025-09-06............................37行业半年报：房地产《企稳迹象显现，出清进入尾声》2025-09-06....................................................................38 行业跟踪报告：有色金属《降息延长中期趋势，“衰退”隐忧藏机会》2025-09-06.............................................39行业双周报：传播文化业《传媒行业半年报积极，看好游戏板块三季度业绩》2025-09-06.............................39行业双周报：建材《国泰海通证券-建材行业基本面数据大全_20250829》2025-09-05.....................................40行业跟踪报告：畜牧业《增利润，降负债，提分红》2025-09-05........................................................................41行业策略：商业银行《稳健经营，机遇与挑战并存》2025-09-05........................................................................42行业半年报：保险《盈利稳健，静待资负改善》2025-09-05................................................................................43行业跟踪报告：农业《宠物行业增速较快，关注自主品牌强劲品牌》2025-09-05............................................44公司半年报点评：亨通光电（600487）《海洋订单饱满，特种光纤积极布局