安本姚鸿耀：中国市场五大投资主题具有长期潜力
转自：上海证券报
上证报中国证券网讯（记者 王彭）2023年伊始，全球资管巨头纷纷对中国市场未来前景发表投资展望。安本中国股票投资主管姚鸿耀表示，他对中国股市2023年的发展前景持乐观态度。
姚鸿耀表示，自2022年下半年开始，财政刺激措施一直在系统中发挥作用。此外，他认为宏观政策可能会在很大程度上保持宽松，尽管2022年大部分时间中国股市的环境极具挑战性，但中国公司迄今表现出强劲的基本面，盈利增长约20%。由于投资者情绪偏向保守，导致估值仍然不高。他认为，2023年正面的企业盈利和支持性政策相结合可能有助于改善国际投资者对投资中国的信心。”
“从更广泛的角度来看，对于能够适应不断变化的监管框架并在数字创新、绿色技术、获得负担得起的医疗保健和改善生计等领域与政府政策目标保持一致的公司来说，我们看到了光明的未来。我们相信，民营企业在助力中国经济持续创新和繁荣以及实现2035年全面建成小康社会的目标方面仍然发挥着关键作用。”姚鸿耀称。
总体而言，安本相信，未来有五个投资主题具有强大的长期潜力，包括改善生活、数字化、绿色、健康和财富。
【盘中播报】374只个股突破半年线证券时报·数据宝统计，截至今日下午13:59分，上证综指3274.30点，收于半年线之上，涨跌幅0.29%，A股总成交额为8760.15亿元。到目前为止今日有374只A股价格突破了半年线，其中乖离率较大的个股有博俊科技、飞龙股份、宁波精达等，乖离率分别为9.15%、8.58%、8.40%；宁波建工、汉森制药、福安药业等个股乖离率小，刚刚站上半年线。
1月30日突破半年线个股乖离率排名
证券代码证券简称今日涨跌幅(%)今日换手率(%)半年线(元)最新价(元)乖离率(%)300926博俊科技16.3025.0225.4227.759.15002536飞龙股份9.981.738.228.938.58603088宁波精达9.985.318.549.268.40002976瑞玛精密10.026.4025.0327.138.39002389航天彩虹9.125.5721.3623.108.12001696宗申动力8.353.086.497.018.09002843泰嘉股份7.913.0620.6722.247.59300970华绿生物6.848.8418.0619.226.44002050三花智控6.831.0124.7426.276.17603985恒润股份10.004.1527.4729.156.11003000劲仔食品6.414.0111.1511.795.78003013地铁设计6.966.2716.0316.905.45002229鸿博股份9.976.117.017.395.41300972万辰生物6.727.9012.0712.705.24300629新劲刚5.765.7925.8327.185.21603305旭升集团10.000.6838.7040.705.17600660福耀玻璃5.381.4437.3239.154.91600280中央商场5.562.322.903.044.83300115长盈精密5.212.6012.1512.734.81603390通达电气4.903.817.367.704.65603869新智认知4.691.398.759.154.62600418江淮汽车4.8410.0615.5416.264.61300416苏试试验6.981.7730.2031.594.59300479神思电子9.4112.8018.9119.764.50002593日上集团4.386.023.884.054.39300183东软载波4.561.9813.6214.214.37300837浙矿股份4.851.9743.5545.444.34301078孩子王10.304.1712.5213.064.31301133金钟股份7.3310.9624.2825.324.29603268松发股份4.521.2415.5116.174.23000812陕西金叶4.418.196.146.394.12002487大金重工5.953.4445.0146.834.05603717天域生态6.044.847.447.733.93000678襄阳轴承10.006.086.466.713.90300217东方电热15.5115.916.767.003.47601890亚星锚链4.363.059.039.343.43002471中超控股5.454.502.802.903.43600343航天动力3.292.399.429.733.28603261立航科技10.0023.4440.7942.123.25300810中科海讯3.651.0317.8918.463.21300278华昌达4.091.544.444.583.21600960渤海汽车3.831.483.683.803.20002484江海股份5.020.9724.5125.293.19300455康拓红外3.331.228.438.703.15002361神剑股份4.195.234.344.483.15301099雅创电子5.144.8872.3674.633.14603660苏州科达3.110.875.475.643.04002206海利得4.422.486.436.623.03300264佳创视讯3.445.806.136.312.97002664信质集团2.871.2114.6015.032.95600085同仁堂3.170.8647.0948.472.94300694蠡湖股份3.321.6410.2910.592.91603178圣龙股份9.313.4111.1911.512.90603977国泰集团3.021.868.638.882.89600581八一钢铁3.121.864.184.302.88603789星光农机3.902.578.819.062.87300556丝路视觉2.893.2918.7019.222.79002738中矿资源3.214.1986.5688.972.79300096易联众4.592.626.216.382.77300024机器人2.762.459.7710.042.75002437誉衡药业9.846.522.612.682.74000700模塑科技2.904.215.195.332.70001316润贝航科3.3810.7939.5840.652.70002709天赐材料3.573.1848.0149.282.65603059倍加洁3.151.0619.4919.992.55000576甘化科工4.962.3211.7712.062.46003031中瓷电子4.011.61101.89104.392.46002802洪汇新材4.361.1115.1915.552.39300410正业科技2.632.2410.6710.922.37300464星徽股份3.361.756.026.162.36301025读客文化6.037.7110.6610.912.33300945曼卡龙2.976.2214.2414.572.31300200高盟新材2.920.967.597.762.29000880潍柴重机2.432.329.8910.122.28603828柯利达3.881.463.403.482.27002529海源复材5.003.7418.4818.892.24600569安阳钢铁3.771.222.152.202.24002986宇新股份2.471.2722.3522.852.24000726鲁泰A3.432.297.687.852.20301186超达装备3.453.8530.5431.212.19000925众合科技3.224.497.527.692.19002594比亚迪4.292.17275.76281.652.13002899英派斯2.281.7412.7212.992.13600307酒钢宏兴2.370.611.691.732.11600822上海物贸2.260.637.968.132.10000056皇庭国际3.905.794.704.802.08002316*ST亚联2.501.373.623.692.07300263隆华科技2.843.497.827.982.06605188国光连锁3.106.678.478.642.05001317三羊马3.969.1842.2143.072.03000953河化股份3.181.706.366.492.01301067显盈科技3.062.7740.8941.701.99000936华西股份2.182.285.515.621.99603192汇得科技2.230.8821.5822.001.96600765中航重机4.601.3031.4132.031.96301108洁雅股份2.002.0335.5036.191.95300058蓝色光标4.874.885.285.381.94301306西测测试3.122.8646.3647.261.94002631德尔未来2.360.995.976.081.91301003江苏博云2.481.5725.1825.661.90300853申昊科技4.532.4026.0526.541.90002633申科股份2.220.919.9510.141.89002243力合科创1.820.728.248.401.89300670大烨智能1.960.877.687.821.88300044赛为智能20.0018.453.713.781.88002681奋达科技2.562.253.934.001.87002247聚力文化2.302.072.622.671.85000523广州浪奇2.051.123.433.491.83000969安泰科技3.102.488.508.661.82002472双环传动4.422.4729.9630.491.78300371汇中股份2.380.9912.2712.491.77605155西大门1.741.6513.8114.051.76600392盛和资源2.902.9616.0216.301.75002559亚威股份2.342.207.757.881.73301031中熔电气3.350.76168.98171.901.73603166福达股份2.981.156.806.921.71000565渝三峡A4.943.486.486.591.71002545东方铁塔1.550.799.059.201.63300440运达科技1.801.317.237.351.63600255鑫科材料1.851.212.712.751.62301002崧盛股份1.662.3122.8723.241.61830799艾融软件2.810.146.486.581.61601718际华集团4.332.083.083.131.59600883博闻科技1.840.907.637.751.59002058威尔泰9.972.2212.2712.461.58300667必创科技4.793.2716.5816.841.57601500通用股份4.770.863.893.951.56600741华域汽车2.740.5418.0918.371.54000571ST大洲2.051.442.452.491.53000035中国天楹5.051.125.545.621.52002298中电兴发1.942.236.726.821.52300179四方达2.584.3114.1114.321.52600568ST中珠1.620.511.851.881.51300224正海磁材1.621.9213.5713.771.47603226菲林格尔2.140.415.185.261.47300112万讯自控2.012.5310.0210.171.45002268电科网安1.692.1634.3234.821.45002703浙江世宝3.645.509.549.681.44300564筑博设计2.900.8912.5912.771.42601069西部黄金1.901.4012.7012.881.42603601再升科技2.451.135.775.851.40300851交大思诺2.671.2222.7323.051.39002151北斗星通2.041.2429.5429.941.36000625长安汽车2.953.4913.7513.941.36002530金财互联1.834.117.717.811.35600699均胜电子4.522.3315.7615.971.34600355精伦电子3.814.003.493.541.33002526山东矿机2.111.862.392.421.32300462华铭智能2.851.459.259.371.31300154瑞凌股份1.510.615.976.051.30002911佛燃能源1.520.6413.1913.361.27603919金徽酒2.421.4425.5125.831.27300480光力科技2.132.3316.5716.781.27002643万润股份3.800.9716.4416.651.25600340华夏幸福4.301.762.642.671.25600980北矿科技1.271.1815.0115.201.24600543莫高股份1.561.465.805.871.23603013亚普股份1.280.5714.9115.091.21300321同大股份1.500.6716.0016.191.20600748上实发展1.800.543.353.391.20605287德才股份2.061.1923.9524.241.19301012扬电科技1.331.9337.5938.041.19600198大唐电信1.430.856.336.401.19600836上海易连1.430.566.316.381.19601608中信重工1.920.373.673.711.18600615丰华股份1.510.639.339.441.16603477巨星农牧1.462.3125.4625.751.16002106莱宝高科1.330.898.268.361.15000825太钢不锈1.310.544.584.631.14600525长园集团1.571.115.135.191.13605580恒盛能源1.212.1812.3912.531.12601005重庆钢铁1.840.381.641.661.11002281光迅科技1.350.6617.0817.271.09000707双环科技1.666.3010.3310.441.07300448浩云科技2.000.925.065.111.06301086鸿富瀚1.561.1463.9564.621.06600055万东医疗2.121.5320.9521.171.05000628高新发展2.012.6513.0713.211.04002613北玻股份1.813.795.005.051.03002913奥士康1.420.3326.7827.051.01002663普邦股份1.560.921.931.951.01600173卧龙地产2.220.845.475.521.00601010文峰股份1.120.392.672.701.00603920世运电路2.161.9915.9016.061.00000030富奥股份1.880.274.844.890.99000887中鼎股份3.301.8716.1216.280.99605339南侨食品3.502.6021.1021.310.97600405动力源1.123.326.246.300.96002565顺灏股份1.922.074.214.250.95603803瑞斯康达3.802.657.057.110.91300066三川智慧2.231.155.465.510.91300956英力股份2.032.9515.4615.600.90300897山科智能1.530.7928.2528.500.88002889东方嘉盛1.500.6322.8323.030.87300855图南股份2.511.9147.7348.150.87600500中化国际1.990.487.107.160.87601360三六零0.990.517.057.110.86603797联泰环保1.410.615.715.760.86002575群兴玩具3.632.066.236.280.82002998优彩资源1.742.006.977.030.81600718东软集团2.791.8310.6010.690.80605118力鼎光电1.102.7713.7113.820.80300196长海股份1.061.1615.2015.320.80603079圣达生物1.130.4013.3213.430.79603650彤程新材1.150.7233.1433.400.78002809红墙股份0.890.9410.1610.240.78002239奥特佳3.031.962.702.720.77300501海顺新材1.001.5615.0815.200.77603829洛凯股份0.960.6011.5011.590.77600815厦工股份3.651.232.822.840.76600330天通股份3.774.1112.0312.120.75300587天铁股份0.651.8212.2412.330.74000709河钢股份1.260.562.392.410.72002902铭普光磁0.804.8614.9215.030.72300191潜能恒信5.163.5519.4119.550.71838171邦德股份1.392.289.439.500.71300484蓝海华腾1.351.9011.9412.020.71002199东晶电子2.371.837.287.330.70300889爱克股份1.741.4613.9314.030.70002406远东传动1.591.045.085.120.70002173创新医疗3.054.357.047.090.70603357设计总院0.740.819.529.590.69603683晶华新材5.262.648.949.000.68300993玉马遮阳1.652.5013.4313.520.68603011合锻智能2.292.558.888.940.67002110三钢闽光1.420.464.985.010.66002342巨力索具1.911.854.244.270.66603611诺力股份0.920.5817.4817.590.66600232金鹰股份2.090.725.825.860.65600178东安动力1.671.156.646.680.65002671龙泉股份1.330.934.534.560.64300870欧陆通1.050.8349.7050.020.64300520科大国创3.964.4218.0018.120.64000099中信海直1.751.577.527.570.62300792壹网壹创2.341.7627.8328.000.62600580卧龙电驱1.361.2913.3613.440.62300843胜蓝股份0.672.2119.4719.590.61605303园林股份1.440.9511.2311.300.60300493润欣科技1.210.886.636.670.60300180华峰超纤0.740.964.074.090.59600843上工申贝1.961.185.175.200.59301043绿岛风1.592.1224.7724.910.55600159大龙地产1.030.832.912.930.55600081东风科技1.571.1310.9210.980.53002822中装建设1.081.484.674.690.53300258精锻科技2.971.4812.7612.830.52301070开勒股份1.460.8425.5025.630.52300654世纪天鸿3.642.559.919.960.51603678火炬电子1.160.7243.4243.640.51603767中马传动1.260.667.998.030.51000599青岛双星3.201.334.174.190.51000582北部湾港0.540.517.477.510.51000949新乡化纤1.180.713.403.420.49600529山东药玻0.741.0228.5428.680.49600737中粮糖业1.260.837.177.210.49300638广和通0.481.7521.0521.150.49833266生物谷1.660.127.317.350.49300414中光防雷0.881.167.988.020.48300780德恩精工1.913.8715.4015.470.48600898国美通讯2.223.625.955.980.48300029ST天龙2.671.738.808.840.48001217华尔泰0.761.9213.2013.260.47002749国光股份1.810.469.529.560.46002870香山股份2.291.1828.8729.000.45600816ST安信2.580.343.963.980.45002428云南锗业0.381.0110.4210.470.44600215派斯林4.582.816.826.850.44300844山水比德6.359.3224.8524.960.44300767震安科技1.280.6851.1851.400.44002598山东章鼓2.104.4012.1312.180.41300241瑞丰光电1.370.945.175.190.41301090华润材料1.412.3310.7810.820.41838924广脉科技1.350.185.986.000.40600104上汽集团1.280.2114.9715.030.40002263大东南1.641.033.083.090.39603788宁波高发2.651.3011.5611.600.39300626华瑞股份1.291.008.638.660.37300488恒锋工具1.510.9124.0424.130.37301039中集车辆2.651.888.488.510.37300852四会富仕1.501.5035.7735.900.37002951金时科技2.530.389.309.330.37603638艾迪精密0.310.3216.1116.170.36300417南华仪器1.751.2910.4110.450.36002824和胜股份10.007.7235.6235.750.36603555贵人鸟3.681.203.653.660.35600733北汽蓝谷2.111.766.766.780.35600192长城电工1.182.366.006.020.35002636金安国纪0.840.458.368.390.34600807济南高新1.710.843.553.560.34603685晨丰科技0.900.3210.0510.080.33003018金富科技1.431.479.909.930.33605378野马电池2.373.5023.2823.360.33000751锌业股份1.901.783.213.220.32300549优德精密1.530.8913.1913.230.32002131利欧股份1.091.071.841.850.32603616韩建河山2.552.195.605.620.32300697电工合金2.380.9610.3010.330.31002430杭氧股份2.920.5238.7038.820.30600449宁夏建材0.580.6112.1412.180.30002950奥美医疗0.640.8212.5512.590.30
亨通光电：公司海底电缆生产基地第一期计划于2023年下半年建成投产亨通光电近期接受投资者调研时称，公司的海底电缆生产基地位于苏州常熟的亨通国际海洋产业园，毗邻长江，拥有码头资源，交通便利；并且公司已在江苏射阳布局新的海底电缆生产基地，第一期计划于2023年下半年建成投产。
石油输出国组织（OPEC）预计，本季度全球石油市场将陷入供应过剩，同时下调需求前景，上调非OPEC供应预估。根据OPEC的最新月度报告，其将第三季度原油产量预测下调124万桶/天，至2，827万桶/天。这比OPEC 13个成员国7月的产量低了约57万桶/天。OPEC位于维也纳的研究部门将本季度全球原油需求预期下调72万桶/天，同时上调非OPEC供应预期52万桶/天。预计本季度原油消费均值为9993万桶/天。