【隔夜行情】

•zhouyi（2024nian12yue3ri），agusandazhishuquantianzhendangfenhua，jiezhishoupan，shangzhengzongzhizhang0.44%，bao3378.81dian；kechuang50zhishudie1.04%，bao1005.26dian；shenzhengchengzhidie0.4%，bao10713.58dian；chuangyebanzhidie0.44%，bao2245.5dian。beizheng50jinriweizhang0.11%，qizhong131zhigegushouzhang，123zhigegushoudie。

•zhouyi（2024nian12yue3ri），ganggusandazhishuduanxianzougao，jiezhishoupan，hengshengzhishuzhang1%huo196.03dian，bao19746.32dian，quanrichengjiaoewei1266.83yigangyuan；hengshengguoqizhishuzhang0.9%，bao7072.13dian；hengshengkejizhishuzhang0.27%，bao4417.99dian。

•zhouyi（dangdishijian2024nian12yue3ri），meigusandazhishuzhangdiebuyi，jiezhishoupan，biaozhunpuer500zhishuzhang0.05%，bao6049.88dian，yeshinianneidi55cichuangshoupanlishixingao；nasidakezonghezhishuzhang0.4%，bao19480.91dian；daoqiongsigongyepingjunzhishudie0.17%，bao44705.53dian。

【今日新股】

jinri1zhixinshangshi，wuxingushengou。

新股上市：

yingsite，chuangyebanzhengquandaima301622，faxingjia22.36yuan/gu，faxingshiyinglv21.63bei；gongsizhuanzhuyuxitucixingcailiaoyingyongqijiandeyanfa、sheji、shengchanhexiaoshou,zaixiaofeidianziyingyonglingyushengengduonian，shipingguo、weiruan、xiaomi、huawei、lianxiangdengduojiaguojizhimingxiaofeileidianzipinpaishangdexitucixingcailiaoyingyongqijiandezhuyaogongyingshang。

【重要新闻】

【商务部：原则上不予许可镓、锗、锑、超硬材料相关两用物项对美国出口】12yue3ri，shangwubufabugonggaocheng，genju《zhonghuarenmingongheguochukouguanzhifa》dengfalvfaguiyouguanguiding，weiweihuguojiaanquanheliyi、lvxingfangkuosandengguojiyiwu，juedingjiaqiangxiangguanliangyongwuxiangduimeiguochukouguanzhi。xianjiangyouguanshixianggonggaoruxia：yi、jinzhiliangyongwuxiangduimeiguojunshiyonghuhuojunshiyongtuchukou。er、yuanzeshangbuyuxukejia、zhe、ti、chaoyingcailiaoxiangguanliangyongwuxiangduimeiguochukou；duishimoliangyongwuxiangduimeiguochukou，shishigengyangedezuizhongyonghuhezuizhongyongtushencha。renheguojiahediqudezuzhihegeren，weifanshangshuguiding，jiangyuanchanyuzhonghuarenmingongheguodexiangguanliangyongwuxiangzhuanyihuotigongjimeiguodezuzhihegeren，jiangyifazhuijiufalvzeren。bengonggaozigongbuzhiriqizhengshishishi。

【中国互联网协会：呼吁国内企业审慎选择采购美国芯片 积极使用内外资企业在华生产制造的芯片】12yue3ri，zhongguohulianwangxiehuijinrifabushengmingcheng，jinri，meiguoyiguojiaanquanweijiekou，jinyibujiadaleduihuabandaotichukoudexianzhicuoshi。meiguopinfandiaozhengguanzhiguize，chixushengjimaoyibilei，wushiguojimaoyiguize，duiwoguohulianwangchanyedejiankangwendingfazhanzaochengleshizhixingsunhai，wohuibiaoshijianjuefandui。meiguozheizhongjiangguojiaanquangainianfanhua，binglanyongchukouguanzhishouduanduizhongguojinxingwuduanfengsuohedayadezuofa，yijingdongyaoyejieduimeiguoxinpianchanpindexinrenhexinxin。weiquebaowoguohulianwangchanyeanquan、wending、kechixufazhan，wohuihuyuguoneiqiyezhudongcaiquyingduicuoshi，shenshenxuanzecaigoumeiguoxinpian，xunqiukuodayuqitaguojiahediquxinpianqiyedehezuo，bingjijishiyongneiwaiziqiyezaihuashengchanzhizaodexinpian。

【主题机会】

【工信部谋划新一轮装备制造业稳增长政策 机械工业“十五五”规划已在路上】12yue3ri，gongxinbufubuzhangxinguobinzai2024zhuangbeizhizaoyefazhandahuikaimushizhicizhongzhichu，zhuangbeizhizaoyezengjiazhizhanguimoyishanggongyebizhongyijinglianxu20geyuebaochizai30%yishang，gongxinbujiangzhelicujinzhuangbeizhizaoyewendingzengzhang，mouhuaxinyilunzhuangbeizhizaoyewenzengzhangzhengce，tuidongchutaizengliangcuoshi。conghuishanglejiedao，muqianzhongguojixiegongyelianhehuizhengzaizuzhibianzhijixiegongye“shiwuwu”guihua，bingdedaoguojiayouguanbuweidezhidao。guihuajiangchongfenguanzhugezhongsuoyouzhiqiye，baokuowaiziqiyeweilaizaizhongguoshichangdejiankangfazhan。