MetaMuskRat

People's Finance News, March 23 – The China Development Forum 2026 Annual Conference opened yesterday (March 22) in Beijing. At the conference, relevant officials from the National Energy Administration stated that China will adhere to multi-energy integrated development and construct a safe and resilient energy system. Vice Director of the National Energy Administration Wan Jingsong indicated that "during the 15th Five-Year Plan period, on the basis of ensuring continuous and stable energy supply, China will actively promote the development of diverse clean energy sources such as wind power, photovoltaic, nuclear energy, and biomass energy, forming a new energy system with complementary multi-energy and strong risk resistance capabilities. At the same time, efforts will be made to promote deep integration of energy revolution and digital revolution." (CCTV News)

On March 23rd, stock indices across both markets fell sharply, with the Shanghai Composite Index dropping 2.5% and nearly 5,000 stocks declining. Insurance and pharmaceutical sectors weakened, while coal and other sectors rose against the market trend. Galaxy Securities noted that geopolitical conflicts have intensified volatility in global risk assets, but A-share downside space is limited, with the market expected to respond to external pressures through volatile differentiation.

據iFinD統計，截至3月20日，滬深兩市共有81股連續5日或5日以上獲融資淨買入。連續獲融資淨買入天數較多的股票是日聯科技、江蘇北人、民生銀行，均連續10個交易日獲淨買入；連續獲融資淨買入天數較多的還有深桑達A、三一重工、寶豐能源、創力集團、中直股份、華陽集團、晶升股份、太辰光等股。

人民財訊3月23日電，據小米汽車消息，小米新SU7今日開啟交付。

以色列對伊朗的軍事行動尚未結束，預計仍將持續。摩根大通發出警告，認為投資人對中東衝突的樂觀情緒可能導致嚴重誤判，油價上漲將影響全球經濟。美股面臨下跌風險，整體環境惡化。

中信建投指出，黃金市場自2025年8月以來普遍看涨，短期可能在2026年一季度見情绪高點。尽管中短期看跌主要因美联储貨幣政策影响，但中長期仍看涨，因美元地位削弱和人民幣國際化加速。整体來看，黃金價格将隨着流動性冲击减退而恢复上涨趋势。

2026年海關口岸監管工作會議在深圳召開，強調加強監管規範化和專業化，提升查發力度，應對外貿新業態和多式聯運，保障國門安全，促進跨境貿易高效發展。

中證協發布《證券公司關鍵崗位能力素質模型系列（投資顧問類）》，旨在推動行業人才能力標準建設。該模型將投資顧問分為助理、標準和首席三個層級，強調數字化能力的重要性，並可用於招聘、選拔和培訓等環節，促進證券公司財富管理業務的發展。

The first quarter is drawing to a close, with some high-performing funds experiencing net value declines due to market fluctuations, particularly products with heavy positions in the robotics sector suffering drawdowns. Although technology stocks remain the main theme, fund managers emphasize that the market needs to focus on "commercialization realization" and "technology implementation," rather than relying solely on concepts.

2025年各公司業績快報顯示，四方精創、北礦科技、赤峰黃金等公司淨利潤增長，而中國中免、舍得酒業等則出現下降。多家公司計劃股東減持，部分企業進行股份回購及合同中標。同時，傑美特等公司有併購計劃，部分企業在藥品註冊和上市方面有進展。

上海電氣電站集團與內蒙古寶豐煤基新材料有限公司簽約，提供電解水制氫設備用於全球首個「綠氫+煤制烯烴」示範項目，旨在降低煤化工對化石能源的依賴。

People's Financial News, March 23 – On March 23, the Beijing No. 3 Intermediate People's Court publicly announced its verdict in accordance with law in the bribery case of Huang Hongchun, former deputy district chief of Chaoyang District People's Government of Beijing. The defendant Huang Hongchun was sentenced to twelve years imprisonment for the crime of bribery and fined 800,000 yuan. The proceeds from the defendant's bribery crime and its accrued benefits were confiscated and remitted to the state treasury.

機器人概念股表現活躍，華民股份等漲停。宇樹科技科創板IPO申請獲受理，計劃募資42.02億元，推動板塊情緒。機構建議關注機器人核心部件及已量產企業。

中国人均GDP接近1.4万美元，消费升级引发关注。近期论坛中探讨服务消费潜力，强调必须加大公共服务支出以促进消费。线下消费回暖，实体经济显现活力，消费者更重视体验与文化，情绪消费成为新热点。这些变革反映出消费趋势的深度转变。

人民财讯3月23日电，上海黄金交易所发布关于做好近期市场风险控制工作的通知，近期影响市场不稳定的因素较多，贵金属价格波动显著加剧。请各会员单位密切关注市场行情变化，做细做好风险应急预案，维护市场平稳运行。同时，提示投资者做好风险防范工作，合理控制仓位，理性投资。

人民财讯3月23日電，據中國石化報，3月21日，中國石化集團有限公司董事長侯啟軍在總部會見道達爾能源集團董事長兼首席執行官潘彥磊，雙方就加強油氣勘探開發、液化天然氣貿易、工程服務、新能源等多領域合作深入交換意見。

今天A股和港股市场低开，并持续走低，上证指数跌破3900點。煤炭板塊逆勢上漲，成為市場焦點。港股方面，恆生指數也低開，赤峰黃金股價重挫超過25%。果下科技因業績增長大幅上漲。

People Finance News on March 20th reported that the majority of main contracts for domestic commodity futures night session opened higher, with Shanghai Gold and Shanghai Silver rising over 1%, ethylene glycol rising over 5%, liquefied gas rising over 2%, propylene rising over 2%, and methanol rising over 2%.

受外围市場影響，A股近期調整，流傳「固收+」產品贖回造成股市回調。但業內人士認為影響有限，市場也現積極信號，寬基ETF資金回流，權益基金募集規模上升，為A股注入增量資金。

人民財訊3月20日電，科陸電子(002121)3月20日發布2025年度報告，公司實現營業收入63.1億元，同比增長42.41%；歸屬上市公司股東的淨利潤虧損1.56億元，較上年同期減虧3.08億元。基本每股收益-0.09元。報告期內，儲能市場需求持續增長，公司積極把握行業發展機遇，儲能產品銷售量提升。