加密货币狙击手

As of the 22nd, 118 listed companies in the Shanghai and Shenzhen markets received institutional research visits, with the electronics, machinery equipment, and basic chemicals industries receiving the most attention. Auto parts and consumer electronics were among the top three areas of focus for institutions. Companies such as Yunnan Germanium Industry and Baowu Magnesium Industry received attention due to their strong market performance and product innovation.

The U.S. military is deploying an additional 3 naval vessels and approximately 2,500 Marines to the Middle East to enhance operational capabilities in the region. Meanwhile, the Trump administration is considering occupying or blockading Iran's oil hubs, which may require additional troops.

伊朗中央司令部發言人警告稱，任何侵犯伊朗領土的行為都將成為打擊目標，特別針對阿聯酋若再次攻擊波斯灣的島嶼，伊朗將對其拉斯海瑪酋長國實施報復。

Trump indicated that when the United States ends its conflict with Iran, Israel will also be ready to end the war, and criticized Britain for its slow response. Britain has authorized the U.S. to use its military bases to strike Iranian missile facilities.

Pioneer Base Chip plans to conduct a directed issuance of A shares to its controlling shareholder Pioneer Technology, raising no more than 3.51 billion yuan to fund semiconductor and new material projects, further solidifying control. The project focuses on key technologies and materials, aligning with national policies, promoting the company's strategic transformation, optimizing capital structure, and facilitating business expansion and value enhancement.

伊朗外交部长阿拉格齐發文稱，英國允許美國利用其軍事基地對伊朗發動攻擊，伊朗將行使自衛權回應。他批評英國首相忽視民意，將國民置於危險中。

商務部等九部門近日發布《促進旅行服務出口擴大入境消費的政策措施》，提出16項措施，旨在拓展入境消費，減少服務貿易逆差。政策涵蓋旅遊、商務、健康、教育等多個領域，強調便利化和優質服務供給，預計將進一步推動我國服務出口，助力服務貿易平衡發展。

3月23日(星期一)，今日報刊頭條主要內容精華如下：
　　中國證券報
　　財政部：財政政策將更加注重擴大內需
　　3月22日在北京開幕的中國發展高層論壇2026年年會上，中國財政部部長藍佛安表示，邁入「十五五」，財政將緊緊圍繞推動高質量發展，堅持積極的政策基調。在政策設計和實施中，將把擴大內需、投資於人、開放共享作為著力點。
　　央行：綜合運用貨幣政策工具 保持流動性充裕
　　3月22日，中國人民銀行行長潘功勝在中國發展高層論壇2026年年會上表示，

中國財政部長藍佛安在中國發展高層論壇上表示，未來五年財政政策將聚焦高質量發展，通過擴大內需和投資於人，優化支出結構，以提升經濟增長質量和效果。同時，強調開放共享，推動國際合作，實現共同發展。

部分機構投資者開始挖掘新投資方向，尤其關注創新藥和內需消費領域。儘管創新藥主題基金回報較低，但其估值和政策支持吸引了機構青睞。內需消費，特別是農業和快遞行業也顯示出較大潛力，預計未來將迎來復甦。總體來看，機構趨勢轉向多元化佈局，以應對市場波動。

每日精选
中国发展高层论坛：
国务院总理李强在北京出席中国发展高层论坛2026年年会开幕式并发表主旨演讲。李强表示，"十五五"规划纲要不仅是中国发展的"新蓝图"，也是世界发展的"新机遇"。中国将着力推动高质量发展，努力保持经济稳定增长，同时继续打造良好营商环境，全面落实外资企业国民待遇，让各国来华企业安心发展、大展宏图。
中国人民银行行长潘功胜在中国发展高层论坛2026年年会上表示，将继续实施适度宽松的货币政策。综合运用存款准备金率、政策利率

Huachan Optoelectronic achieved operating revenue of 5.408 billion yuan in 2025, with a net loss attributable to shareholders of 438 million yuan, representing a year-on-year reduction in losses. The company is accelerating operational improvements, with LED chip sales gross margin increasing, though it still faces challenges from weak market demand and intensifying price competition. The top ten shareholders showed active share buyback activity, with stock price accumulating gains of approximately 37%. Looking ahead to 2026, Huachan Optoelectronic will optimize its production capacity structure, focus on emerging markets, and enhance profitability.

*ST Bushen announced that the controlling shareholder Fangwei Tongchuang will transfer its shares to Yanfeng Digital, with the latter becoming the new controlling shareholder. The company clarified that Yanfeng Digital has no business relationship with AUG Data. *ST Bushen is currently facing declining performance and is actively working to maintain its listing status, planning to continue strengthening its main business operations.

CITIC Securities: The crucial test will be in April
There is a massive divergence in expectations regarding the trajectory of the Iran conflict and its market impact. Behind different judgments, there are three core questions that currently cannot be verified and are difficult to answer: First, after the intensity of the conflict decreases, to what extent can shipping be restored to normal; Second, does the Federal Reserve place more emphasis on inflation indicators or is it more concerned with actual employment conditions; Third, does China face a cost shock or an opportunity from supply chain order shifts. These questions may only gradually become clearer by April. Faced with such enormous uncertainty, the market has seen some position reduction in the short term, with previously strong-performing products experiencing relatively larger recent declines.
However, looking at the overall picture, most of the earnings-driven and narrative-driven market trends have seen their year-to-date returns basically return to

中微半导决定向珠海博雅增资1.6亿元，持股20%，以加速存储芯片业务发展。珠海博雅主营NOR Flash芯片，虽然业绩较弱，但中微半导看好其未来成长潜力。此外，中微半导预计在持续研发和产品更新下，2025年营收和净利润均显著增长。

Unitree Robotics Co., Ltd. has applied for an IPO on the Shanghai Stock Exchange's Sci-Tech Innovation Board, seeking to raise RMB 4.202 billion. Its robots have a production-to-sales ratio exceeding 95%, with plans to produce 190,000 units annually, but only sold over 5,000 units in 2025. Its primary customer is JD.com, and it has developed a companion running robot dog. The founder has ambitious aspirations regarding AGI.

潘功勝在中國發展高層論壇上強調將繼續實施適度寬鬆的貨幣政策，保持流動性充裕。專家指出，貨幣與財政政策需協同發力，以支持科技創新和消費，確保經濟高質量發展。結構性政策將引導金融資源向重要領域傾斜。

三安光电公告称，實際控制人林秀成因被調查而未在公司任職，生產經營正常。公司依法運作，預計不會受重大影響。林家控股比例達71.832%，其2025年業績或將首次虧損。