A股三大指数早盘集体下跌，截至午盘，沪指跌0.21%，深成指跌0.42%，创业板指跌0.49%，北证50指数跌1.41%，沪深京三市半日成交额7012亿元，其中沪深两市6972亿元，北交所40亿元。两市超3700只个股下跌，北向资金半日净卖出41.17亿元。
The three main indices of the
A share fell early, with 0.21 per cent for the midday round, 0.42 per cent for the bottom, 0.49 per cent for the start-up board, 1.41 per cent for the North Certificate 50 index, and 701.2 billion yuan for half a day in the tri-city of Xinjing, including 697.2 billion yuan for the bottom two cities and $4 billion for the north. The 3700 shares in the two municipalities fell and $4.117 billion was sold from the North half-day.
板块题材上，贵金属、猪肉、低空经济、游戏传媒板块涨幅居前，汽车拆解、PET铜箔、CRO概念股跌幅居前。
On the block, precious metals, pork, low-altitude economy, game media panels were up and down, car dismantling, PET bronze and the CRO concept.
盘面上，贵金属板块早盘高开，金贵银业（002716）涨超5%，银泰黄金（000975）、山东黄金（600547）等上涨，消息面上，美联储重申今年三次降息，国际金价创新高。AI概念股走强，游戏传媒应用方向大涨，华策影视（300133）20cm涨停，掌阅科技（603533）、中广天择（603721）涨停，慈文传媒（002343）、盛天网络（300494）等跟涨。低空经济概念股持续活跃，永悦科技（603879）再度涨停走出8连板，双一科技（300690）、四创电子（600990）等涨幅居前。汽车拆解概念股早盘震荡走弱，超越科技（301049）跌超8%，华宏科技（002645）跌超6%，华新环保（301265）、怡球资源（601388）等跟跌。CRO概念股再度下跌，泓博医药（301230）跌超5%，成都先导、美迪西、睿智医药（300149）跌幅居前。
On board, the precious metal plate opens early, 板块分析： 同花顺热股榜： homogenous list: 异动回顾： Animation Review: 09:25 A股开盘，上证指数高开0.15%，深证成指高开0.19%，创业板指高开0.19%。 09:25 The A share is open, with a 0.15 per cent increase in the above index, a 0.19 per cent increase in the finger and a 0.19 per cent increase in the start-up panel. 09:26 KIMI概念股开盘活跃，华策影视20cm涨停，掌阅科技涨停、海天瑞声、九安医疗（002432）、中文在线（300364）、人民网跟涨。 09:26 KIMI concept unit active, 20cm viewing: href=http://stockpage10jqka.com.cn/002432" medical ( 09:28 贵金属板块高开，金贵银业涨超5%，四川黄金（001337）、山东黄金、中金黄金（600489）涨超4%。消息面上，国际金价创新高。 09:28 Precious metal plates rise by more than 5 per cent, > (aclass=single stock" 09:32 低空经济概念股继续活跃，永悦科技涨停走出8连板，北纬科技（002148）涨停，卧龙电驱（600580）、流金科技、华设集团（603018）等跟涨。 09:32 The low-altitude economic concept unit continues to be active, with never-ending technology rising out of 8 lines , 09:34 证券板块盘初拉升，国联证券（601456）涨近6%，国盛金控（002670）、方正证券、国金证券、华林证券（002945）等上扬。 <09:34 Portfolio plate initial upscaling > 09:36 存储芯片板块盘初震荡走高，大为股份（002213）涨停，佰维存储、香农芯创（300475）、澜起科技涨超7%，德明利（001309）、江波龙（301308）、北京君正（300223）涨幅居前。 <09:36 Storage chip stung high, , 09:38 猪肉板块盘初走高，天邦食品（002124）涨停，傲农生物（603363）涨超8%，大北农（002385）、唐人神（002567）、巨星农牧（603477）等跟涨。 09:38 The pork plate is very high, 09:41 汽车整车板块盘初冲高，动力新科（600841）涨停走出4连板，亚星客车（600213）涨超9%，汉马科技（600375）、东风汽车（600006）、江铃汽车（000550）等跟涨。 <09:41 The whole car plate is running high >"http://stockpage10jqka.com.cn/600841/" Mouseover,"singleStock" target=" javascript:tip.createStocktips (event, 'hs_600841', 'new power section')" href=http://stockpage10jqka.com.cn/600841" 09:44 煤炭加工板块盘初下挫，新大洲A（000571）跌超7%，上海能源（600508）跌超6%，中煤能源（601898）、陕西煤业（601225）、山煤国际（600546）等跟跌。 09:44 The coal-processed blocks are initially foiled by 09:48 算力板块震荡走强，安诺其（300067）涨超18%，安奈儿（002875）涨超9%，润泽科技（300442）、盛天网络、首都在线（300846）、青云科技等上涨。 09:48 "Href=http://stockpage10jqka.com.cn300067" Anok( 09:49 中药板块异动拉升，大理药业（603963）涨停走出8连板，益盛药业（002566）、新光药业（300519）、太龙药业（600222）、龙津药业（002750）等拉升。 09:59 The concept unit of AI continues to rise. The media and game applications are rising. 10:09 汽车拆解概念股震荡下挫，超越科技、德众汽车跌超6%，华宏科技、怡球资源、华新环保跌幅居前。 10:09 The concept of car dismantling suffered a shock, exceeding technology, German cars by more than 6 per cent, and Chinese technology, idiosyncratic resources, and China's new environment by far. 10:13 教育板块再度拉升，美吉姆（002621）触及涨停，创业黑马（300688）涨超5%，科德教育（300192）、中国高科（600730）、博瑞传播（600880）、开元教育（300338）等跟涨。 10:13 Education blocks reloaded 10:16 房地产服务板块震荡走高，新大正（002968）此前涨停，我爱我家（000560）涨超5%，特发服务（300917）、南都物业（603506）、珠江股份（600684）等跟涨。 10:16 The real estate services stung high 10:18 创业板指盘中翻绿，两市超3000只个股下跌。 10:18 Greening of the business board, with 3,000 shares in both municipalities. 10:22 据同花顺（300033）iFinD数据，按余额规模口径统计，截至目前南向资金净流入超30亿元，其中港股通沪净流入15.66亿元，港股通深净流入14.36亿元。 10:25 A股三大指数全线翻绿，汽车拆解、PET铜箔、CRO概念股跌幅居前，两市超3700只个股下跌。 At 10.25 a.m., the three main indices were turned green, car dismantling, PET bronze and the CRO concept were among the first to fall, with the two municipalities exceeding 3700 shares falling. 10:40 美团盘中涨超5%，现报93.250港元。 1040 US$ 93.250 was reported as an increase of over 5 per cent in the United States condo. 11:17 核电概念股震荡走高，中广核技（000881）、沃尔核材（002130）涨停，中核科技（000777）、威尔泰（002058）、佳电股份（000922）等跟涨。 11:17 The concept of nuclear power is rocking high, 消息面： feed: 1、美联储维持利率不变 1. The Fed maintains the interest rate 美联储将基准利率连续第五次维持在5.25%-5.50%区间不变，符合市场预期。 For the fifth consecutive time, the Federal Reserve maintained the base rate at 5.25 per cent - 5.50 per cent, in line with market expectations. 2、2024年底联邦基金利率预期中值为4.6%，此前为4.6% At the end of 2024, the median interest rate for the Federal Fund was expected to be 4.6 per cent, compared to 4.6 per cent previously. 美联储点阵图显示，2024年底联邦基金利率预期中值为4.6%，此前为4.6%；对2025年利率的预测中值从3.6%上调至3.9%。 According to the Federal Reserve point array, the projected median federal fund interest rate at the end of 2024 was 4.6 per cent, compared to 4.6 per cent previously; the projected median interest rate for 2025 was raised from 3.6 per cent to 3.9 per cent. 3、美联储利率决议公布后，美股三大股指短线走高 3, following the release of the Federal Reserve interest rate resolution, the three main shares of the United States were short-lined 美联储利率决议公布后，美股三大股指短线走高，道指现涨0.26%，标普500指数涨0.25%，纳斯达克综合指数涨0.4%。 Following the release of the Federal Reserve's interest rate resolution, the three main shares of the United States dollar increased by 0.26 per cent, the Papp 500 index by 0.25 per cent and the NASDAQ composite index by 0.4 per cent. 4、美联储上调2024年核心PCE通胀预期至2.6% 美联储预计2024年核心PCE通胀为2.6%，去年12月料为2.4% The Federal Reserve projected core PCE inflation at 2.6 per cent in 2024, compared to 2.4 per cent last December. 5、“美联储传声筒”NickTimiraos：美联储保持不变，预计2024年将有三次降息 5, “Front Reserve Cylinder” Nick Timiraos: The Fed remains unchanged and is expected to reduce interest rates three times in 2024 “美联储传声筒”NickTimiraos：美联储保持不变，预计2024年将有三次降息。2024年的核心PCE预测从12月的2.4%上调至2.6%。2024年的GDP预测从去年12月的1.4%上调至2.1%。 The Fed “NickTimiraos”: The Fed remains unchanged and is expected to reduce interest rates three times in 2024. The core PCE forecast for 2024 increased from 2.4 per cent in December to 2.6 per cent in 2024, and GDP projections for 2024 increased from 1.4 per cent in December of last year to 2.1 per cent. 6、美国2年期国债收益率自美联储公布利率决议以来累跌6个基点，现报4.63% 6; United States 2-year rate of return on national debt has fallen by six basis points since the Federal Reserve announced its interest rate resolution and is now reporting 4.63 per cent 美国2年期国债收益率自美联储公布利率决议以来累跌6个基点，现报4.63%。 The two-year rate of return on United States national debt has fallen by six basis points since the Federal Reserve announced its interest rate resolution, and is now reported at 4.63 per cent. 7、美联储主席鲍威尔：通胀率已大幅下降 但仍然过高 美联储主席鲍威尔表示，经济取得了相当大的进展。美联储仍然坚定地专注于其双重使命；通胀率已大幅下降，但仍然过高；美联储仍致力于实现2%的通胀目标；实现美联储目标面临的风险正迈向更好的平衡。 US Federal Reserve President Powell has said that the economy has made considerable progress. The Fed remains firmly focused on its dual mission; inflation has declined significantly, but remains too high; the Fed remains committed to the 2% inflation target; and the risks to achieving the Fed’s goals are moving towards a better balance. 8、美联储主席鲍威尔：可能在今年某个时候降息 8; Fed Chairman Powell: Possible interest reduction at some point this year 美联储主席鲍威尔表示，我们的政策利率可能已达到峰值。在今年某个时候开始放松货币政策是合适的，但前景不确定，我们仍然关注风险，如有必要，准备更长时间保持高利率；我们将仔细评估公布的数据来决定政策；在我们降息之前，我们需要对通胀持续下降有更大的信心；我们的预测不是计划，我们将根据情况进行调整。 Fed Chairman Powell said that our policy rates might have peaked. It would be appropriate to start easing monetary policy sometime this year, but with uncertain prospects, we remain concerned about risk and, if necessary, prepare to maintain high interest rates for longer periods of time; we will carefully evaluate published data to determine policy; we need to have greater confidence in the continued decline in inflation before we cut interest rates; our predictions are not planned, and we will adjust to the situation. 9、美联储主席鲍威尔：预计商品价格下跌速度会没那么快 9; Fed Chairman Powell: Commodity prices are not expected to fall so fast 美联储主席鲍威尔表示，美联储坚定致力于“假以时日”将通胀率降至2%；预计商品价格下跌速度会没那么快。如果劳动力市场出现显著疲软，那将是启动降息的理由。我认为我们不确定利率是否会在长期内上升。通胀下降也可能推动降息。直觉是利率不会再降至非常低的水平，但是这方面存在巨大的不确定性。 As Fed Chairman Powell said, the Fed is firmly committed to reducing inflation to 2% in time; commodity prices are not expected to fall so fast. If there is a significant weakness in the labour market, that would be a reason to trigger interest rate reductions. I think we are not sure whether interest rates will rise in the long run. 10、马斯克脑机公司首位患者能用意念下棋 马斯克的脑机接口公司Neuralink更新了首位脑植入患者的情况，这位四肢瘫痪患者能够通过意念下棋。 Neuralink, Mask's brain interface company, updated the first brain implant, which enabled the quadriplegic patient to play chess through his mind. 11、比特币强势反弹，突破6.8万美元关口 11, Bitcoin bounced strong, breaking the $68,000 gate 比特币强势反弹，突破6.8万美元关口，24小时涨幅为6.92%。 Bitcoin rebounded strongly, breaking the $68,000 gate with a 6.92 per cent increase in 24 hours. 12、现货黄金突破2200美元/盎司，续创历史新高 现货黄金持续拉升，突破2200美元/盎司，现报2214美元/盎司，续创历史新高。 Cash gold continued to rise, breaking $2,200 per ounce and now reporting $2214 per ounce, continuing at an all-time high. 13、“铜博士”股期联动上涨，终端承接力仍存隐忧 13, “Dr. Copper” stock linkage rises and end bearing remains a concern 据证券时报，尽管“铜博士”涨声一片，但记者在采访中发现，由供给端推动的本轮铜价大涨，正在考验产业链下游对高价原料的承接力，而已经创出十年新低的冶炼加工费，更是给眼前的“繁荣”带来几分忧虑。近期铜冶炼加工费的下滑同样令人担忧。据了解，目前我国进口铜精矿现货加工费在短短四个月内暴跌了80%以上，从2023年四季度接近90美元/吨的高于年度长单水平，跌至3月中旬10美元/吨左右的历史低值水平。 According to the Securities Times, despite Dr. Copper’s upswing, journalists have found in interviews that the supply-side-driven current round of copper prices have soared that they are testing the industrial chain’s ability to carry high-priced raw materials downstream, and that a decade-long low smelting fee has been created, causing some concern for the present “exploitation.” The recent decline in copper smelting fees is also worrying. It is known that the current processing fees for imported copper concentrates have dropped sharply by more than 80% in just four months, from nearly $90 per ton in the fourth quarter of 2023 to around $10 per ton in mid-March. 14、日经225指数续创新高 14, continuing high innovation after 225 indexes 日经225指数高开1.3%，报40529点，续创历史新高。日本东证指数开盘上涨1.1%。韩国首尔综指开盘上涨1.5%。 Japan’s Eastern Certificate index rose by 1.1 per cent, and Seoul, Korea, by 1.5 per cent. 15、沪金主力合约续创历史新高 15, the main contract continues at an all-time high . 沪金主力合约涨超2%，现报515.94元/克，续创历史新高。现货黄金短线上扬8美元，最高至2212.33美元/盎司。 The main contract was raised by more than 2 per cent and now stands at $515.94/g, up to an all-time high of $8 per short line of cash gold, up to $2212.33 per ounce. 16、多家公募基金旗下的个人养老金基金或将进入电子社保卡 中证报记者从业内独家获悉，3月21日，富国基金、南方基金、华宝基金、嘉实基金、中欧基金等公募基金旗下的个人养老金基金或将进入电子社保卡“个人养老金产品购买专区”。他们也成为新一批进驻电子社保卡的个人养老金产品。 此前，已有银华基金、广发基金、华夏基金、汇添富基金、招商基金等5家基金公司旗下个人养老基金进驻电子社保卡“个人养老金产品购买专区”。用户可通过展示页面外链至基金公司平台，享受个人养老金开户、缴存、投资交易、权益查询等服务。 人力资源社会保障部日前表示，在36个城市及地区先行实施的个人养老金制度，目前运行平稳，先行工作取得积极成效。下一步，将推进个人养老金制度全面实施。 On 21 March, private pension funds under the umbrella of rich country funds, South Fund, Huabao Fund, Trust Fund, Central European Fund, etc., or will enter the private pension card to purchase a special area for personal pension products. They have also become a new group of personal pension products for electronic social security cards. They have a silver fund, an open fund, a summer fund, a money transfer fund, and a private pension fund under the umbrella of five foundations, such as a fund to raise wealth, a recruitment fund, have been placed in an “specialized area” for personal pension products. Users can access personal pension openings, deposits, investment transactions, equity inquiries, etc. by displaying a page chain to a fund platform. The Ministry of Human Resources Social Security has recently indicated that the personal pension system, which has been introduced in 36 cities and regions, is now running smoothly, with positive results. The next step will be to promote the full implementation of the personal pension system. 17、深铁拟转让所持万科股权予中国平安？万科不予回应 中国平安：假消息 17, China is safe with 10,000 shares to be transferred from deep iron? Vanko won't respond: China is safe with false news 据财联社，日前市场有传闻称，深圳市相关部门正与中国平安洽谈，计划将深圳地铁所持万科股权转让予中国平安。对此，中国平安向记者表示，相关传闻为“假消息”；截至记者发稿，万科方面暂无回应。 According to FAFI, there have been rumours in the previous market that the relevant authorities in Shenzhen City are in peace with China, planning to transfer the ownership of Huanko in Shenzhen subway to China for peace. In response, China safely informed journalists that the rumours were “false news”; as soon as the report was sent, there was no response on the part of Huanko. 18、智界第二款车计划7月发布，年底推出增程版 18. The 2nd Car Plan for the Wise was launched in July, and an expanded version was launched at the end of the year . 据36氪消息，智界项目首款车S7轿跑车型，将于4月8日再度上市发布。随着新的生产线投入使用，也将支持智界S7实现更多功能升级。此外，智界项目的第二款车SUV车型，也即将落地，预计下半年的7月或8月推出。 According to 36 kryptons, the first S7 car of the intellectuals project will be released again on 8 April. As the new production line is put into use, it will also support additional upgrades of the intellectuals S7. In addition, the second SUV vehicle of the intellectuals project, which is about to land, is expected to be launched in July or August of the second half of the year. 19、我国自主研制首列氢能源市域列车成功达速试跑 19. Our autonomous development of the first hydrogen-energy city train has been a successful speed test run 据新华社，3月21日上午，中车长客股份公司自主研制的我国首列氢能源市域列车在位于长春的中车长客试验线进行了运行试验，列车成功以时速160公里满载运行，实现全系统、全场景、多层级性能验证，标志着氢能在轨道交通领域应用取得新突破。 According to the Xinhua Society, on the morning of 21 March, the country's first hydrogen energy city train, which was developed autonomously by the China-China-Changer-Governance Company, conducted a pilot operation on the Chinese-Change-Longway test line in Changchun. The train was successfully carried out at a speed of 160 kilometres per hour, leading to a system-wide, panorama and multilevel performance validation, marking a new breakthrough in the application of hydrogen in the field of orbital transport. 20、国家发改委：适当扩大地方政府专项债投向领域和用作资本金的范围 20, National Development Commission: appropriate expansion of local government-specific debt flows and use of capital 据证券时报，国家发改委副主任刘苏社3月21日表示，提高政府投资使用效率，发挥好政府投资的带动作用，是今年投资工作的关键，下一步，国家发改委将优化投向领域，适当扩大地方政府专项债投向领域和用作资本金的范围，加强各类政府投资的统筹协调和错位安排，提升各类资金的整体活力。 According to the Securities Times, on 21 March, Liu Su, Deputy Director-General of the National Development and Reform Commission, stated that improving the efficiency of the use of government investment and its role as a catalyst for government investment was key to this year's investment efforts. As a next step, the National Development and Reform Commission will optimize its investments in the field, extend the scope of local government-specific debt flows and use of capital funds as appropriate, enhance the coordination, harmonization and misallocation of all types of government investment, and increase the overall dynamism of all types of funds. 21、国家发改委：最大程度鼓励民营企业参与基础设施等项目建设和运营 21, National Development Commission: Maximizing the involvement of private enterprises in the construction and operation of projects such as infrastructure 据证券时报，国家发改委副主任刘苏社21日表示，今年1―2月民间投资增速由负转正，出现比较良好的发展态势。下一步以更大力度、更实举措，促进民间投资发展，努力保持民间投资增长态势。完善制度环境，让民营企业“安心投”，目前正在研究起草民营经济促进法，为更好促进民营经济发展提供法治保障。拓宽投资空间，让民营企业“有的投”，推动地方和相关行业落实好政府和社会资本合作的新机制，最大程度鼓励民营企业参与基础设施等项目建设和运营。强化要素保障，建好用好全国重点民间投资项目库，通过投贷联动、重大项目用地保障等机制，加强民间投资项目的融资和用地等要素保障。此外，加强对促进民间投资工作的评估，充分调动地方鼓励民间投资发展的积极性。 According to the Securities Times, the Deputy Director-General of the National Development and Reform Commission, Liu Su, stated that the pace of private investment had changed from positive to positive in January to February this year, and that there had been a relatively positive development. The next step was to promote private investment by means of stronger and more practical initiatives, and to try to maintain the growth of private investment. The institutional environment had been improved to allow private enterprises to “put in”, and work was currently under way to draft a law on private economic promotion that would provide a guarantee of the rule of law for better promotion of private economic development. 22、央行：正加强监测资金空转问题 将密切关注企业贷款转存和转借等情况 22, Central Bank: Increased monitoring of capital flight will closely monitor the transfer and borrowing of business loans 据第一财经，中国人民银行副行长宣昌能在国新办发布会上表示，关于资金空转问题，我们也在加强监测，我们将继续密切关注企业转贷、转存，企业贷款转存和转借等情况，配合相关部门完善管理考核机制，促进提高资金使用效率。目前，防范资金空转的效果已经在显现，随着企业规范资金的使用，融资总量增速可能会比以前低一些，但是对经济高质量发展的实际支撑力度反而会更大。 According to the First Economy, the Vice-President of the People’s Bank of China announced at the launch of the new government office that we are also strengthening the monitoring of money flight, and that we will continue to pay close attention to business transfers, transfers, loans and loans, and to improve the mechanisms for the evaluation of management and the efficiency of the use of funds, in conjunction with the relevant departments. The effects of preventing capital flight are already evident, and the overall volume of financing may increase at a lower rate than before, with the use of corporate funds regulated, but the actual support for high-quality economic development will be greater. 23、拜登政府推出“美国史上最严汽车排放标准” 料提振电动汽车销量 23, the Biden government introduced the “Stightest Vehicle Emission Standard in the History of the United States” to boost the sale of electric cars . 据财联社，拜登政府周三采取行动遏制美国汽车和轻型卡车的污染排放，实施十分严格的尾气排放限制，以至于势将迫使汽车制造商迅速提高纯电和插电混动车型的销售。该规定实现了“美国历史上最为强劲的汽车污染标准”，并且为持续的“美国创新”搭建了平台，EPA署长Michael Regan向记者说道。“新标准将确保污染排放车辆更加清洁，同时允许企业决定如何以可持续和最有效的方式达到这些标准。”根据EPA对一种情境的建模，汽车制造商可能寻求遵守2032年规定，将纯电动汽车占美国总销量的比例提高至56%，而插电式混动车的渗透率为13%，传统内燃机汽车的渗透率为29%。 根据该规定，2032年汽车尾气排放二氧化碳的上限将从2027年的每英里170克降至每英里85克。相较于现有标准，新要求有望使得2026年汽车平均排放量减半。该措施还规定了对烟尘和雾霾形成污染的限制。政府表示这将令主要道路附近不堪重负的社区空气清洁度得以提升。 According to FAFI, the new standards will ensure that polluting vehicles are cleaner, while allowing businesses to decide how to meet these standards in a sustainable and most efficient way.” In accordance with EPA modelling of a situation, car manufacturers may seek to comply with the 2032 requirement to increase the share of pure electric cars in total sales in the United States to 56 per cent, while the penetration rate for plugged electric vehicles is 13 per cent, while the penetration rate for traditional internal combustion vehicles is 29 per cent. According to the regulation, the cap on CO2 emissions from vehicles will be reduced from 170 grams per mile in 2032 to 85 grams per mile in 2027. The new requirements are expected to reduce vehicle emissions by half by 2026.
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