美将退出TPP;黑色系商品再度集体普涨;个税改革专项抵扣破题渐近 首套房贷利率有望纳入;华安证券、安车检测发行;钛白粉再度上调报价每吨500-800元:中核钛白(6.59,-0.04,-0.60%)(002145)金浦钛业(6.36,0.00,0.00%)(000545)安纳达(17.16,-0.04,-0.23%)(002136)等;CBA公司正式落地 篮协改革加速:青岛双星(8.70,-0.15,-1.69%)(000599)浙江广厦(7.580,-0.05,-0.66%)(600052)洵兴股份(002098)商品市场火爆 金属交易平台业绩超预期:长江投资(23.710,-0.11,-0.46%)(600119)盛屯矿业(7.980,-0.06,-0.75%)(600711)等。铁路投资年底掀高潮:晋亿实业(10.730,0.10,0.94%)(601002)晋西车轴(8.100,0.00,0.00%)(600495)鼎汉技术(22.92,0.01,0.04%)(300011)、永贵电器(28.90,0.07,0.24%)(300351)、神州高铁(10.25,0.02,0.20%)(000008)等。工信部提高动力电池产能门槛 加速行业洗牌:比亚迪(56.70,1.46,2.64%)(002594)国轩高科(34.12,0.21,0.62%)(002074)等。固态电池研发新进展 高能密度优势凸显:横店东磁(14.99,0.09,0.60%)(002056)珈伟股份(40.77,-0.02,-0.05%)(300317)等。全球影响力最大锂电池高峰论坛召开:当升科技(54.44,0.74,1.38%)(300073)天赐材料(53.84,0.28,0.52%)(002709)亿纬锂能(34.05,-0.10,-0.29%)(300014)等。水泥价格持续上涨 相关企业效益大增:华新水泥(8.060,-0.08,-0.98%)(600801)冀东水泥(11.62,0.04,0.35%)(000401)天山股份(7.26,-0.03,-0.41%)(000877)。 |