【隔夜行情】

•zhousan（2024nian12yue4ri），agusandazhishuzhendangdiaozheng，jiezhishoupan，shangzhengzongzhizhang0.44%，bao3378.81dian；kechuang50zhishudie1.04%，bao1005.26dian；shenzhengchengzhidie0.4%，bao10713.58dian；chuangyebanzhidie0.44%，bao2245.5dian。beizheng50jinridadie2.2%，qizhong49zhigegushouzhang，209zhigegushoudie。

•zhousan（2024nian12yue4ri），ganggusandazhishujitishoudie，jiezhishoupan，hengshengzhishudie0.02%huo3.86dian，bao19742.46dian，quanrichengjiaoewei1311.97yigangyuan；hengshengguoqizhishuzhang0.18%，bao7085dian；hengshengkejizhishudie0.32%，bao4404.04dian。

•zhousan（dangdishijian2024nian12yue4ri），meigusandazhishuqichuangxingao，jiezhishoupan，biaozhunpuer500zhishuzhang0.61%，bao6086.49dian；nasidakezonghezhishuzhang1.3%，bao19735.12dian；daoqiongsigongyepingjunzhishuzhang0.69%，bao45014.04dian，lishishoucishoupanweiyu45000dianshangfang。

【今日新股】

jinri1zhixinshangshi，wuxingushengou。

新股上市：

jiachikeji，kechuangbanzhengquandaima688708，faxingjiage27.08yuan/gu，faxingshiyinglv20.72bei；gongsizhuanzhuyudiancifushegongnengcailiaoyujiegoudesheji、ceshi、fenxijizhizao，shiguoneizhuyaodediancigongnengcailiaoyujiegoutigongshang；zhuyaochanpinbaokuoyinshengongnengtucengcailiao、yinshengongnengjiegoujian、diancijianrongcailiao，qizhongyinshengongnengtucengcailiao、yinshengongnengjiegoujianyingyongyuwuqizhuangbeiyinshenlingyu，diancijianrongcailiaoyingyongyudianzixinxidiancijianronglingyu。

【重要新闻】

【广州出台18条举措支持氢能产业发展】12yue4ri，guangzhoushirenminzhengfubangongtinggongbu《guanyujiakuaituidongqingnengchanyegaozhiliangfazhanderuogancuoshi》《ruogancuoshi》gong18tiaocuoshi，fugaiqingnengchanyegehuanjie，qizhong，duijiaqingzhanjianshejiyunying、hexinjishugongguan、guanjianlingbujianyanfa、guimohuayingyong、chanyejiqunfazhan、xiangmuluodi、shoutaitaoyingyong、cheliangyunying、duoyuanhuashifanyingyongdengfangmiantichulemingquedebutiebiaozhun，bingduiqingqigongying、jiaotonglvsetidai、tongxinghuanjing、tanjianpaijili、rencaiyinlingdengfangmiantigongzhichihezhiyin。

【北京市出台《关于培育新型文化业态 大力发展文化新质生产力的若干措施》】12yue4ri，beijingshituijinquanguowenhuazhongxinjianshelingdaoxiaozujinrichutai《guanyupeiyuxinxingwenhuayetai dalifazhanwenhuaxinzhishengchanlideruogancuoshi》。anzhaogaicuoshideguihua，beijingshijingguo5nianzuoyoudenuli，wenhuahekejironghedeyouxiaojizhijibenxingcheng，kejichuangxindaidongwenhuachanyechuangxinnenglimingxianzengqiang。yanyi、chuban、yingshi、wangluoshiting、wenlvwenbo、meitironghedengzhongdianlingyuxinyetai、xinchangjing、xinmoshibuduanyongxian，wenhuayuqitalingyushixianshenduronghe，peiyuyipixingyelingjunqiyeheguojiajichanyejiqun，youzhiwenhuachanpingongjigengjiafengfu，quanguowenhuazhongxinshifanyinlingzuoyongjinyibuzhangxian，wenhuaruanshiliheguojiyingxianglijinyibutisheng。zaituijinchaogaoqingshitingchanyeyouhuashengjifangmian，zhichichaogaoqingshitingjishuyurengongzhineng、xrxunizhizuo、yunjisuan、shuziren、luoyan3d、vr/ar、5g/6gdengjishuderonghechuangxinyingyong。tuidongjianliguochanzizhuchaogaoqingshitingjishubiaozhunbingtuiguangyingyong。jianchengyipiyingshiyukejironghedeshiyanshi、shifanyuanqu，jiansheguojiyiliuzhongguoshuzishitingzhizuozhongxindeng。 

【主题机会】

【上海5G-A升级行动计划：到2026年5G个人用户普及率超90%】12yue4ri，《shanghaishi5g-ayingyongfuneng“haishangyangfan”shengjixingdongjihua（2024—2026nian）》jinriyinfa。《xingdongjihua》tichu，dao2026nian，shanghaijianggoujianxingcheng“nenglipushi、yingyongpuji、funengpuhui”defazhangeju，quanmianshixian5gguimohuayingyong，5g-ajiasupuji，yuaishenduronghe，yingyongfunengshuipingchixushengji。5ggerenyonghupujilvchao90%， 5g-ayonghudadao500wanhu，5gwangluojieruliuliangzhanbilizhengda90%，5gji5g-axinxiaofeitiyanbuduanfengfu。zaigaojiazhichangjingjiasutuijin5g-ayingyongbushu，daidongxingyeshuzihuazhuanxingshengji，dazhongxinggongyeqiye5gyingyongshentoulvda50%，jianshebushaoyu200ge5ggongchang。5g redcapwulianwangbushuchixushenhua，zhongduanlianjieshuchaoguo100wan，jiasufunengshengchan、shenghuohechengshiguanli。