本周上证综指下跌2.67%，收于2930.55 点。同期上证高端装备制造60 指数下跌3.74%，收于6418.59 点，跑输大盘1.07 个百分点。从行业板块来看，餐饮旅游、农林牧渔板块涨幅靠前，综合、计算机、通信等板块跌幅靠前。

一、每周板块数据回顾 ............................................................................................................... 2

1.1 板块指数 ..................................................................................................................................................... 2

1.2 个股表现 ..................................................................................................................................................... 2

1.3 板块估值 ..................................................................................................................................................... 3

1.4 新股跟踪 ..................................................................................................................................................... 4

二、行业动态 .................................................................................................................................... 5

2.1 智能制造装备 ............................................................................................................................................. 5

2.2 航空装备 ..................................................................................................................................................... 5

2.3 轨道交通装备 ............................................................................................................................................. 5

2.4 海工装备 ..................................................................................................................................................... 6

2.5 新材料 ......................................................................................................................................................... 6

三、行业事件点评 ................................................................................................................................ 7

四、上市公司公告 .......................................................................................................................... 7

五、本周重点报告摘要 ..............................................................................................................................11

六、近期重要活动 ........................................................................................................................................11

七、盈利预测与估值 .............................................................................................................................. 12