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）。 |
