原标题：基金周策略：坚定看好汽车板块下半年的投资机会作者：涟漪上周A股普遍反弹。         The Chinese People's Liberation Army (PLA) Navy hospital ship, Auspicious Ark, makes a technical stop at the PLA support base in Djibouti on August 11, 2026 local time. Photo: PLA Navy
The Chinese People's Liberation Army (PLA) Navy hospital ship, Auspicious Ark, deployed for Mission Harmony-2026, made a technical stop at the PLA's support base in Djibouti on Tuesday local time, where it is scheduled to provide medical services. A Chinese expert said that in addition to addressing the healthcare challenges facing Chinese military personnel stationed overseas, the ship can extend humanitarian medical assistance locally, thereby demonstrating China's commitment to fulfilling its responsibilities through concrete actions.
The ship moored at the dock of the PLA support base in Djibouti at around 7 am, with mission personnel waving to those who came to greet them onshore. Staff from the Chinese Embassy in Djibouti, service members stationed at the support base, and representatives from the 48th Chinese Naval Escort Taskforce attended the welcome ceremony, according to a release from China's Ministry of National Defense on Wednesday.
During the technical stop, the ship will replenish supplies including food and fuel and provide medical treatment for troops stationed at the support base as well as service members of the escort taskforce, according to the release.
According to a video clip released by China Central Television (CCTV) at noon on Wednesday, the Type 052D destroyer Tangshan from the 48th Chinese Naval Escort Taskforce is also currently docked at Djibouti.
Commissioned in 2025, the newest Auspicious Ark is equipped with virtually all the sophisticated medical equipment found in a top-tier hospital, enabling it to provide effective, professional medical care across a variety of operational settings. It has since taken part in several maritime medical support exercises, the Xinhua News Agency reported.
Equipped with 18 clinical departments and five auxiliary diagnostic units, the ship is capable of performing more than 60 types of medical examinations, treatments and procedures spanning general surgery, orthopedics, obstetrics and gynecology, ophthalmology and more. Its eight onboard standard operating rooms support simultaneous surgeries, while an onboard helicopter enhances its emergency medical rescue capabilities, per Xinhua.
The Chinese hospital ship maintains a standard of diagnosis and treatment equivalent to that of a tertiary hospital, the top of China's grade hospital system, enabling it to accurately diagnose and treat the ailments of military personnel deployed overseas, Song Zhongping, a Chinese military affairs expert, told the Global Times on Wednesday.
Given Djibouti's harsh climatic environment, the ship's stopover there also reflects the care extended to military personnel stationed overseas, Song added. He said he expects the PLA to send hospital ships to the PLA Support Base in Djibouti on a regular basis.
Mission Harmony-2026, the 12th iteration of Mission Harmony since 2010, is scheduled to last over 200 days, during which the ship will visit multiple African and South Asian countries to provide free medical services to local populations, Xinhua reported.
Since setting sail on July 22, the task force has conducted a series of drills covering counter-terrorism and anti-piracy operations, helicopter-borne maritime medical evacuation, reconnaissance and evidence collection. These exercises are designed to bolster emergency response capabilities and ensure personnel and equipment remain in optimal condition, according to China's Ministry of National Defense.
The current security situation in the Middle East remains precarious, with the potential to spill over into Africa. In this context, the present mission is well positioned to provide timely rescue and relief operations in the event of regional contingencies, Song said. With the Ebola virus still rampant across parts of Africa, the Chinese hospital ship could also provide humanitarian medical support whenever public health crises emerge in neighboring countries, he added.
These tangible efforts exemplify China's commitment to upholding global responsibility and conveying goodwill through practical, peace-oriented actions, according to Song.
Mission Harmony is an overseas humanitarian medical service program organized by the PLA Navy. This initiative aims to enhance traditional friendship and pragmatic cooperation between China and relevant countries, provide the international community with more public security products, better implement the Global Security Initiative, and contribute to building a maritime community with a shared future, according to a prior statement from China's Ministry of National Defense.
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B | 各大主要指数表现为：上证指数上涨2.37%，深证成指上涨1.50%，上证50上涨1.71%，沪深300下上涨1.74%，创业板指上涨0.60%，科创50上涨0.36%。国内外宏观因素存在不确定性，各方共振不强，盈利底还未出现，指数想象空间不高，但短期内不存在系统性风险。中信一级行业分类中，房地产上涨7.15%，或因中央提供资金支持，部分地方出台保交楼政策，市场对于政策的预期上升；煤炭、石油石化板块或在北溪一号线停气的催化下分别上涨6.66%和4.74%。；有色金属板块或受益于部分商品价格回弹，上涨6.49%；交通运输板块上涨4.15%，或因市场预计未来防疫政策有所放松；各地疫情发酵影响白酒中秋国庆旺季销售预期，食品饮料板块上周下跌1.46%；农林板块下跌3.84%，或因国家发改委会同有关部门投放中央冻猪肉储备，生猪价格小幅下跌。利率债方面，上周各期限收益率多数上行。具体来看，国债1年期上行4.04bp，3年期下行0.51bp，5年期上行1.60bp，7年期上行1.38bp，10年期上行1.24bp；国开债1年期上行0.49bp，3年期下行1.34bp，5年期上行0.88bp，7年期下行2.43bp，10年期上行0.56bp。信用债方面，上周各期限收益率多数下行。目前，半年、1年、3年、5年AAA中短期票据的收益率分别为1.86%、2.07%、2.58%、2.94%，AAA企业债收益率分别为1.86%、2.03%、2.57%、2.89%，AAA城投债收益率分别为1.86%、2.05%、2.58%、2.94%。山西证券：建议逐步关注和布局弹性大、盈利能力强和具有较优成长性及估值修复空间的行业山西证券坚持认为，7月开始，市场进入中期调整阶段，8月初的企稳更多是中报预期带来的短暂修复，而9月初以来的反弹主要来自地产政策预期的改善。A股当前阶段并不具备估值持续抬升的基础，主要有以下三方面原因：一是政治因素，虽然中美刚签署完审计监管合作协议，但中美脱钩乃至中美冲突进一步升级仍具有高度不确定性；二是地产政策虽然再度出现放松预期，但全球衰退预期加剧，国内经济下行压力仍将难以改善；三是欧元区大幅加息75个基点意味着，为对抗通胀，全球流动性进一步收紧，LPR下调利率后国内流动性的释放对冲美元及欧元流动性的持续收紧将更加困难。山西证券倾向于认为，受流动性和企业盈利边际持续下行的影响，A股目前大概率难以启动新一轮趋势性行情。但综合来看，随着调整时间的延续以及幅度的加大，A股整体估值已经进入低估区间，以1年期维度看，市场已经有收获趋势性行情的基础，建议逐步关注和布局弹性大、盈利能力强和具有较优成长性及估值修复空间的行业。

C | 中信证券：坚定看好汽车板块下半年的投资机会中信证券指出，2022年8月汽车销量实现242万辆，环比-1.5%，同比+32.1%，同比大幅增长，符合预期。其中乘用车销量实现212.5万辆，环比-2.3%，同比+36.5%。商用车销量实现25.8万辆，环比+5%，同比+4%，从去年4月以来首次同比正增长。

D | 新能源汽车实现销量66.6万辆，同比+104.2%。我们预计2022年下半年将是汽车消费明确的高β窗口，行业盈利能力也望明显环比改善，坚定看好汽车板块下半年的投资机会。农银汇理基金经理邢军亮：新能源板块未来仍是具有优势的市场投资方向“短期市场大概率仍将维持震荡，尽管风格上有所均衡，但行业、风格轮动较快，投资操作难度较高，建议立足长期灵活布局。”农银新能源混合基金经理邢军亮说，从半年报及三季报业绩展望角度看，以新能源板块为代表的科技成长仍是业绩确定性强、景气优势延续的方向，凭借板块过硬的基本面支撑，未来仍是具有优势的市场投资方向。民生加银基金：看好消费电子、火电和军工板块的表现民生加银基金表示，对于前期涨幅过大的高估值板块不宜太过乐观，更多关注估值合理、景气度出现边际改善的行业，看好消费电子、火电和军工板块的表现。（本文仅供参考，不构成投资建议，据此操作风险自担）返回搜狐，查看更多责任编辑：