在国企改革试点工作全面铺开利好政策刺激、两融增加、沪股通流入资金创出阶段新高后，投资者如何把握后市投资策略？
央企今年有望降至百家之内
注：交易师经典版有两个版本，一个是不含日线的历史数据的，一个是含历史数据的。
宁泽金科近日宣布已完成数千万元Pre-A轮融资，该轮融资由北京价值资本投资。宁泽金科曾于2017年11月完成了星河互联投资的天使轮融资。宁泽金科创始人兼CEO陈勇向亿欧透露，新一轮融资将主要用于系统建设、团队扩充和业务拓展。
迈瑞生物是一家医疗设备研发商，涵盖生命信息与支持、体外诊断、数字超声、医学影像四大领域，产品包括麻醉机、心电与除颤、凝血检测系统以及超声管理系统、数字X射线成像系统等。迈瑞医疗今日在创业板上市，公司证券代码300760。
聚客200是一家通讯零售连锁行业SAAS平台，为通讯零售连锁行业提供客户管理、销售管理及新零售赋能三大服务。聚客网日前于深圳完成新一轮千万级融资，并持续投入通讯零售行业“微信生态+人工智能”平台——聚客200的研发和运营。
04
i黑马，让创业者不再孤独。
统益生技是一家女性生理健康产品研发商，专注于从事稳定弱酸性次氯酸及其衍生产品的研发、生产和销售，面向女性和儿童健康卫生领域。旗下主要产品包括针对女性的Bclear毕可丽私密净菌凝胶和针对儿童的全日净免洗净菌露。统益生技获800万元种子轮融资。
发行人新闻与公告
实际上，在昨日晚间，各大消息群中便流传出了疑似士兰微董秘陈越的朋友圈截图。
易点租隶属于北京易点淘网络技术有限公司，是领先的办公电脑租赁与管理平台。为企业提供办公电脑租赁、IT服务、管理软件、设备回收服务。近日获6000万美元D轮融资，由老股东源码资本和某主权基金联合领投。本轮融资后，易点租的估值也将从上一轮的2亿美金上升至5亿美金。
截图显示，陈越转发了一段对近期芯片短缺事件的点评，并在留言区表示，这是芯片行业二十年一遇的机会，暗挺公司。
南京旅游集团公告称，资产划转正在推进中。截至本次公告日，已将南京金秋投资控股集团无偿划拨给南京新农发展集团，相关工商变更登记手续已完成。
（按业内无聊惯例，数百数千约等于“1”）
宁波海顺高级投顾管杰认为，从目前的一系列政策来看，国企改革的速度在明显加快，市场对国企改革的预期有望得到修复，下半年国改主题有望频吹，这可能将行情引入纵深发展，不排除主板与创业板分化的结构性行情。
与此同时，钢铁板块近期表现出色，今日也领涨两市。
4月1日，大盘低开震荡上行，三大指数收涨，两市合计成交额6577亿元。沪指收涨0.71%，收报3466.33点，深成指涨1.46%，创业板指涨2.06%；医美、钢铁、半导体、语音技术等板块涨幅居前，燃气水务、次新股、采掘服务等跌幅居前。截至收盘，两市成交量比昨日下降，2037家个股下跌。
盘面上，医美、钢铁股、汽车芯片等板块领涨，景峰医药（000908）、国际医学（000516）领涨医美；华菱钢铁（000932）、本钢板材（000761）、新钢股份（600782）涨停，领涨钢铁股；由于汽车芯片短缺发酵，半导体及元件板块大涨，思瑞浦、康强带您子、协和电子（605258）、士兰微（600460）均涨停；顺控发展（003039）今日再度涨停，隆基股份（601012）今日成交58.95亿元居两市第一，收涨1.84%。
4月1日，在毫无外部利好的情况下士兰微经过短暂震荡后直线拉升涨停，盘中封单一度超5亿元，收盘涨停，报26.65元，总市值349.7亿。
据年报披露，公司2020年实现营收42.81亿元，同比增长37.61%；实现归母净利润6760万元，同比增长365.16%。公司营业收入及综合毛利率逐季度提升，全年毛利率达到22.50%，同比提升3.03个pct。其中，毛利率提升主要系公司器件及集成电路业务毛利率提升明显，并且这两项业务在收入中的占比进一步提升。
各家券商在业绩预测方面，也给出了较高的期待，两家机构预计2021年士兰微净利润或将达到2.21亿元，较2020年的6760万元有超3倍的增幅。
需求端来看，2021年作为“十四五”的开局之年，各地都提出了比较高的经济发展目标，将对钢材需求起到拉动作用。其次，钢铁行业的下游行业复苏。另外，随着疫苗在全球大范围接种，全球经济复苏，钢铁作为基础材料，出口需求会较为旺盛。
中化国际今日涨停，成交额7.15亿，总市值164亿。
业内专家认为，此次联合重组并组建新公司，将有助于打造一家行业领先的综合性化工集团，加速化学工业供给侧结构性改革和行业转型升级；并进一步优化企业资源配置，形成产业链的有机协同互补，增强科技研发和创新能力。
“中国神化”来了！“两化”重组落地
国泰君安公告称，富贵鸟被列入全国法院失信被执行人名单，此外“14富贵鸟”回售兑付存在重大不确定性。国泰君安作为债券受托管理人，出具受托管理事务临时报告，提请投资者关注相关风险。
证券时报股市大数据新媒体“数据宝”统计，截至今日下午收盘，上证综指3170.92点，收于五日均线之上，涨跌幅1.36%，A股总成交额为6566.95亿元。到目前为止今日有1203只A股价格突破了五日均线，其中乖离率较大的个股有精华制药(002349,股吧)、北部湾港(000582,股吧)、康斯特(300445,股吧)等，乖离率分别为7.90%、7.62%、7.38%；斯莱克(300382,股吧)、千山药机(300216,股吧)、浙江东方(600120,股吧)等个股乖离率小，刚刚站上五日均线。
五日均线（元）最新价（元）乖离率（%）002349精华制药9.994.6122.4524.227.90000582北部湾港10.028.7417.0418.347.62300445康 斯 特10.0123.6629.7731.977.38300286安 科 瑞10.016.2929.1131.207.18600112天成控股10.047.1511.4612.277.07000912泸 天 化10.0023.4315.9717.056.76002346柘中股份22.6418.1119.336.76600486扬农化工9.991.7432.0734.236.74600119长江投资6.8922.4423.946.68300407凯发电气9.994.1819.5320.816.54000020深华发A2.9323.4424.936.37000018神州长城10.049.259.389.976.29601811新华文轩10.0034.2528.8230.576.09603393新天然气8.6629.8768.5872.665.94601128常熟银行9.9718.7711.9912.695.84002582好 想 你10.004.8041.8844.215.57600463空港股份8.516.1915.4716.335.56000982中银绒业7.844.726.396.745.44600176中国巨石7.604.4310.8911.475.31002591恒大高新6.497.4115.1315.915.17600917重庆燃气7.5014.5816.2317.055.07601163三角轮胎8.2428.2741.0743.074.87002320海峡股份6.685.0419.0319.954.86300345红宇新材9.989.6312.6513.234.57002683宏大爆破6.253.5310.4210.884.45002391长青股份7.256.4716.4417.164.37603566普 莱 柯7.104.5525.7526.864.33000736中房地产4.834.6519.7520.604.31600908无锡银行6.5736.4813.0613.624.29300545联得装备7.4439.3595.4299.504.28601919中国远洋5.581.625.275.494.25601388怡球资源5.847.274.004.174.25300478杭州高新6.1128.1764.0766.734.16600247ST 成 城4.991.3115.3616.004.15300258精锻科技5.852.5615.3115.934.04000806银河生物6.0510.5217.6918.403.99600731湖南海利5.838.0810.6611.083.98300317珈伟股份5.641.9840.5342.123.93601179中国西电5.921.135.515.733.92000903云内动力5.283.698.078.383.84603788宁波高发5.7111.5945.6347.373.81002233塔牌集团5.074.399.199.543.79600300维维股份4.582.507.047.303.75002746仙坛股份5.9916.1151.6953.603.70002451摩恩电气5.563.9712.8213.293.70600856中天能源4.492.1612.5813.033.58002124天邦股份4.9624.1614.7315.253.53300549优德精密4.0128.8294.6797.953.46002681奋达科技4.842.2714.0414.523.42603008喜 临 门4.672.3521.0321.753.41300490华自科技5.6117.9825.8726.753.40002322理工环科4.332.7321.2121.923.34600868梅雁吉祥3.9821.346.576.793.32002672东江环保4.934.4719.1819.813.31300497富祥股份4.5913.8874.8077.273.30002537海立美达5.252.3029.1430.093.25002728特一药业4.148.7728.2729.193.24000762西藏矿业5.527.1419.8320.473.21600866*ST 星湖4.592.876.867.073.12600061国投安信4.672.3816.5117.023.11601107四川成渝4.561.674.895.043.07600777新潮能源5.069.1416.5317.043.06300283温州宏丰4.502.7210.8111.143.05600076康欣新材5.0714.1412.0812.443.01002807江阴银行4.3323.0712.8613.242.99600080金花股份5.264.2412.8313.212.98601966玲珑轮胎5.8314.6932.4233.382.95600110诺德股份5.906.9911.5111.852.94600220江苏阳光4.434.174.584.712.93000338潍柴动力4.592.7710.1810.482.91002660茂硕电源3.964.5115.0515.492.90603227雪峰科技3.943.778.989.242.90000715中兴商业4.231.7915.8016.252.87002499科林环保4.119.7930.2731.142.87600880博瑞传播4.446.298.468.702.84600075新疆天业4.132.7512.7513.112.82300458全志科技3.423.6996.5799.272.80000550江铃汽车5.140.5331.0431.902.76002321华英农业4.216.0110.5910.882.76002449国星光电3.835.0115.0315.442.76600596新安股份4.594.759.109.352.75600229城市传媒3.973.8312.2312.572.75603968醋化股份4.617.0426.7127.442.73002767先锋电子3.8816.0738.5339.582.71000731四川美丰2.3116.9511.2111.512.71300298三诺生物3.793.5320.7921.352.70000553沙隆达A4.2411.7217.9418.422.70002487大金重工3.992.578.899.132.68300532今天国际3.5323.4394.8097.322.66002777久远银海4.189.52102.52105.222.63002274华昌化工3.804.149.8510.112.60000928中钢国际4.105.9116.8117.252.59603009北特科技6.038.0644.9446.102.58600285羚锐制药4.072.4412.9713.302.58300192科斯伍德4.526.8214.6715.042.55601566九 牧 王3.220.5816.8817.302.50300232洲明科技2.951.0716.6717.092.49600830香溢融通3.255.3711.7912.082.49000783长江证券3.551.9611.3911.672.49000548湖南投资3.284.978.298.492.44600500中化国际4.531.9910.3610.612.41300348长亮科技5.027.4330.2130.942.41002258利尔化学3.372.6511.0711.342.40300260新莱应材3.774.5634.9435.782.40603778乾景园林5.1216.5728.9029.592.39000606*ST 易桥2.961.7311.2111.482.37002369卓翼科技3.495.1211.5911.862.35603022新 通 联4.7712.7223.1723.712.34600662强生控股3.533.2912.0412.322.31002665首航节能3.750.889.199.402.31000520长航凤凰3.713.867.107.262.28600618氯碱化工3.031.1513.3113.612.25002560通达股份3.687.7212.1312.402.24600595中孚实业4.074.566.016.142.23600089特变电工3.152.228.969.162.21600268国电南自3.861.458.428.612.21002403爱 仕 达4.602.4915.8116.162.20002792通宇通讯3.9214.6356.8658.102.19600186莲花健康2.833.215.695.812.18002433太 安 堂3.293.3411.0511.292.17300462华铭智能4.105.9736.5737.362.17600389江山股份5.632.0219.8320.262.17603168莎普爱思2.752.8043.4944.432.15601006大秦铁路3.220.496.917.062.14000739普洛药业3.210.947.878.042.11600960渤海活塞3.843.529.539.732.10300379东 方 通4.147.3076.8678.472.09000663永安林业2.864.5314.1014.392.09600605汇通能源3.271.8024.1024.602.08300405科隆精化3.118.4355.2656.402.07603085天成自控3.026.8950.1051.132.06600026中海发展3.581.906.806.942.06001696宗申动力3.702.2610.1510.362.05300357我武生物3.142.8938.6139.402.05603568伟明环保3.996.5927.0827.632.03603520司 太 立3.2012.7653.1754.252.03601872招商轮船2.831.495.345.452.02600302标准股份2.731.9510.3410.552.01600812华北制药2.841.026.766.891.98002718友邦吊顶3.034.4480.0681.651.98600854春兰股份2.912.497.988.141.98002343慈文传媒4.591.7142.6643.501.97300280南通锻压2.525.8333.1433.791.95600575皖江物流3.061.424.624.711.95600603*ST 兴业2.552.0514.1914.471.94002783凯龙股份3.1211.05100.29102.241.94600658电 子 城3.140.5712.2512.491.94300464星徽精密3.727.5819.7220.101.94002271东方雨虹3.431.6022.5122.941.93601799星宇股份2.420.7939.4240.181.92600999招商证券3.490.9218.3218.671.91600295鄂尔多斯3.041.309.659.831.91600778友好集团3.052.3610.9311.141.90603569长久物流4.4633.6359.3060.421.89002028思源电气2.863.5311.6311.851.89002281光迅科技3.093.0376.5577.991.89600889南京化纤3.114.0112.3612.591.88603528多伦科技3.227.9382.0583.591.88002797第一创业3.6820.9040.0540.801.87002037久联发展4.712.3218.5518.901.86600919江苏银行2.7611.1510.2510.441.85002750龙津药业2.832.2617.4917.811.85002469三维工程3.283.239.299.461.85002307北新路桥2.932.498.979.141.85600615丰华股份2.843.9820.2620.631.85000821京山轻机4.062.9615.8416.131.84300222科大智能3.772.7021.0921.481.83600108亚盛集团2.522.295.595.691.83002669康达新材2.962.3124.9825.431.82002406远东传动2.714.079.319.481.80002300太阳电缆2.771.918.768.921.80601997贵阳银行3.3510.2615.7616.041.80601117中国化学2.641.146.116.221.80300509新 美 星2.4517.0773.5874.901.80300139晓程科技2.773.8714.9215.191.80600217中再资环2.101.648.598.741.79000022深赤湾A2.801.0216.9817.281.79000863三湘印象3.601.269.339.501.78603608天创时尚4.6418.7126.1426.601.77603868飞科电器4.0114.9551.4652.371.76600135乐凯胶片2.252.1415.2115.481.75300394天孚通信2.523.4737.5938.241.73603936博敏电子3.3113.7541.0941.801.73601155新城控股2.152.1011.2011.391.73300460惠伦晶体2.957.4728.1128.601.73000877天山股份2.753.186.977.091.72300388国祯环保3.163.1825.3625.801.72600121郑州煤电2.463.195.725.821.71000713丰乐种业2.562.0611.8112.011.71300262巴安水务4.053.0017.9418.251.71603117万林股份2.306.2717.0917.381.70600035楚天高速2.271.405.315.401.69600460士 兰 微2.551.876.736.841.69600249两 面 针2.599.758.178.311.69000851高鸿股份2.553.9513.0413.261.67600629华建集团2.690.6418.3718.681.67002428云南锗业2.733.6114.8015.051.66601866中海集运2.711.354.104.171.66002363隆基机械3.323.3413.1813.401.65002587奥拓电子4.019.9714.2814.521.65603766隆鑫通用3.801.1220.9421.291.65002005德豪润达2.613.556.206.301.65600287江苏舜天2.822.0312.5412.751.64600649城投控股3.501.3019.7720.091.64000792盐湖股份2.350.8919.3019.621.64002719麦 趣 尔3.0512.3060.5161.501.64600585海螺水泥3.300.5917.5517.841.63603919金 徽 酒2.9811.8735.3735.941.62601611中国核建3.1510.6116.4216.681.61300442普 丽 盛4.056.3447.9948.761.60300393中来股份2.601.8843.9044.601.60600057象屿股份1.981.0511.1311.311.58600888新疆众和3.394.948.108.231.58002066瑞泰科技3.202.6316.4916.751.58002598山东章鼓2.792.3012.7112.911.57600981汇鸿集团2.804.099.049.181.57002633申科股份2.433.1624.4524.831.57601339百隆东方2.371.166.396.491.56300154瑞凌股份2.531.8710.7610.931.56600781辅仁药业2.143.0918.8419.131.56002751易尚展示3.7010.7959.5460.471.56002580圣阳股份3.216.4319.6319.941.56600970中材国际2.522.327.207.311.56300033同 花 顺3.042.2970.5171.611.55600613神奇制药2.120.8115.2015.441.55600203福日电子2.904.6612.2512.441.55002425凯撒文化3.002.9821.6622.001.55002579中京电子3.133.0213.9314.151.55300432富临精工4.1511.8028.1928.631.55300446乐凯新材2.874.1841.7242.361.54000616海航投资2.171.755.575.661.54002438江苏神通1.933.4422.3222.661.54002790瑞 尔 特2.6312.6750.7751.551.54600756浪潮软件2.955.5127.1527.571.54300491通合科技3.3811.8581.4082.651.53600495晋西车轴2.432.817.477.581.53300277海 联 讯2.801.3113.3913.591.52002541鸿路钢构3.351.9820.3820.691.52600676交运股份2.011.539.509.641.52603126中材节能2.996.3011.8812.061.52601313江南嘉捷2.571.6412.9613.161.51000886海南高速2.171.615.565.641.51601369陕鼓动力2.680.647.187.291.50300403地尔汉宇3.223.9470.9872.051.50600759洲际油气2.442.208.278.391.50600509天富能源2.462.187.787.901.49603025大豪科技2.539.0535.9936.531.49002356赫美集团2.440.7024.4624.821.49603737三 棵 树2.488.1986.0387.301.48600969郴电国际2.061.7717.6017.861.48002383合众思壮3.382.7744.2544.901.47600326西藏天路1.133.628.838.961.47600643爱建集团2.702.3812.3812.561.47000425徐工机械2.151.293.273.321.47002636金安国纪2.775.6918.9919.271.46300387富邦股份2.317.0531.8632.331.46000554泰山石油2.564.889.469.601.46300046台基股份2.894.3425.6326.001.45002201九鼎新材3.092.5718.0818.341.45600218全柴动力2.463.4311.4911.661.44600594益佰制药1.630.9616.6316.871.44002554惠 博 普3.674.056.967.061.44002548金 新 农3.232.9615.4615.681.44600780通宝能源3.011.385.735.811.43000692惠天热电1.912.316.306.391.43601669中国电建2.601.297.017.111.43002081金 螳 螂2.631.1111.1711.331.41600058五矿发展2.461.3516.8417.081.41000776广发证券3.001.4717.9618.211.40002016世荣兆业2.251.7711.1911.351.39603088宁波精达2.953.5853.6254.371.39600749西藏旅游2.034.1023.7424.071.39600791京能置业2.372.318.538.651.38300321同大股份1.902.2739.6540.201.38002007华兰生物1.590.6435.9936.491.38002430杭氧股份1.881.008.578.691.38601258庞大集团1.821.932.762.801.38600250南纺股份4.022.8116.5916.821.37600100同方股份2.461.8413.9914.181.37600801华新水泥3.162.007.727.831.37600037歌华有线1.981.4716.7616.991.37600626申达股份2.631.9311.5311.691.37000504*ST 生物2.061.2015.1815.391.37603997继峰股份2.948.5021.1021.391.36300224正海磁材1.781.9421.4021.691.36300508维宏股份2.8310.35159.76161.941.36002014永新股份2.131.1217.0717.301.36300487蓝晓科技1.848.2960.6961.511.36000507珠 海 港2.112.676.206.281.36000789万 年 青2.092.567.707.801.35600376首开股份2.150.7011.7211.881.35603979金 诚 信2.865.2919.1719.431.35600550保变电气2.040.526.416.501.34002171楚江新材3.723.7118.6918.941.34600284浦东建设1.791.6311.2311.381.34603308应流股份3.074.1321.5121.801.33600894广日股份1.981.0114.2614.451.32002288超华科技2.064.2011.2411.391.32600506香梨股份0.953.7329.3229.711.32000897津滨发展2.291.154.414.471.31
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