Group 1: New Energy Business - The company has launched a new business segment focused on new energy and hybrid energy, which includes products and solutions related to energy management and storage systems [1] - Current offerings include Energy Management Systems (EMS), Battery Management Systems (BMS), lithium battery protection boards, and energy storage cabinets [1] - The products can create small-scale power grids that interact flexibly with the public grid while also being relatively independent, enabling multi-energy complementarity with wind, solar, oil, and gas [1] - The company is advancing the research and testing of storage inverters (PCS), with existing customers already trialing the products [1] Group 2: Marine Products - The company's marine products, including generator controllers and engine controllers, are primarily used in various types of vessels for power propulsion and generation control systems [2] - The company has increased investment in marine products and technology, expanding its product line and obtaining certifications from multiple classification societies [2] - The focus is on consolidating existing marine control system business while also targeting higher-end application markets [2]

根据中金公司（601995）数据，一季度公募基金对科创板配置比例明显上升，科创板重仓仓位继续上升 2.4个百分点至15.6%，超配约7个百分点。近日，多家机构分析指出，科技成长的短期调整已较充分， 中长期来看仍是主线，当下或是投资者逢低吸筹的较好时机。 目前，全市场跟踪上证科创板100指数的ETF基金共有11只。其中，广发科创100ETF增强(588680)成立 于2024年6月27日，截至今年5月23日，该基金近6个月回报为9.36%，相较基准指数的超额收益为 5.16%；在产品成立以来的近11个月里，累计回报为38.58%，超越业绩比较基准13.51%。 中证网讯近日，国家数据局综合司印发了《数字中国建设2025年行动方案》，其中提出，深度挖掘人工 智能应用场景，积极开展人工智能高质量数据集建设。着力发展智能网联新能源汽车、人工智能手机和 电脑、智能机器人等新一代智能终端及智能制造装备。 在此背景下，聚焦新兴产业投资的上证科创板100指数与当下的科技发展趋势紧密契合。该指数是从上 交所科创板中选取市值中等且流动性较好的100只证券作为样本，聚焦医药生物、电子、电力设备、计 算机、机械设备等前沿科技领域，五 ...

Group 1 - *ST Huawang held its 2024 annual general meeting on May 22, where 14 resolutions were passed, including the highly anticipated proposal regarding changes to the commitments of the controlling shareholder and actual controller related to asset injection [1] - The company successfully completed its bankruptcy reorganization in 2024, effectively mitigating debt and operational risks, optimizing its capital structure, and introducing new investors, which fundamentally changed its business fundamentals [2] - The company plans to focus on its original business while strategically introducing new businesses, integrating quality resources, and enhancing its core competitiveness in profitable sectors [2] Group 2 - For the 2025 operational plan, *ST Huawang aims to acquire a 55.5% stake in Niwei Power as part of a significant asset restructuring, targeting new profit growth areas due to slow growth in its original business [3] - The new energy vehicle industry is identified as a key strategic emerging industry during the "14th Five-Year Plan" period, with Niwei Power being a leading company in high-pressure fuel tank systems for hybrid vehicles, providing a strong market entry opportunity [3] - The company intends to address challenges in its landscaping main business while seizing opportunities in the new energy vehicle sector to achieve sustainable development through various forms of asset acquisition and partnerships [3]

Group 1 - The core finding of the ASCO annual meeting is the announcement of the phase III clinical trial data for the "Defu Combination" (Bemarituzumab + Anlotinib) as a first-line treatment for locally advanced or metastatic squamous non-small cell lung cancer (sq-NSCLC), showing a median progression-free survival (PFS) of 10.12 months, outperforming the comparative drug [1] - This study represents the first positive phase III clinical research result comparing immune checkpoint (PD-1) inhibitors combined with chemotherapy for the first-line treatment of squamous non-small cell lung cancer [1] - The innovative clinical trial design involved sequential treatment with Bemarituzumab combined with chemotherapy followed by Bemarituzumab combined with Anlotinib, breaking through traditional treatment standards [1] Group 2 - Based on the clinical research results, the company has submitted a new indication application for the "Defu Combination," which was accepted by the National Medical Products Administration (NMPA) on April 22 [2] - Anlotinib has already been approved for 8 indications, with 5 more in the NDA stage, while the "Defu Combination" has received approval for 3 indications and has 3 more in the new drug application stage [2] - The ASCO annual meeting is a highly regarded event in the clinical oncology field, serving as an industry benchmark, with over 70 original research projects from Chinese researchers selected for oral presentations this year, including many "First in Class" and "Best in Class" studies [2]

年报显示，2024年，甘肃能化实现营业总收入96.04亿元，同比下降14.70%；归母净利润12.14亿元，同 比下降30.13%。2025年一季报显示，公司第一季度实现营业收入19.2亿元，同比下降32.1%；归母净利 润为5106万元，同比下降90.5%。 值得注意的是，上个月甘肃能化下属煤矿也曾发生安全事故。4月15日，公司公告显示，公司下属窑街 煤电集团有限公司金河煤矿掘进工作面发生二氧化碳突出事故，事故造成2人遇难，3人受伤，受伤人员 经全力抢救无效死亡。 公告显示，甘肃能化核心业务为煤炭开采和销售，下辖靖煤公司和窑煤公司两个矿区，生产经营地分布 甘肃省白银平川、景泰，兰州红古、武威天祝和酒泉肃北等地，拥有8对生产矿井，核定年产能1624万 吨；3个在建矿，在建年产能690万吨。同时具备煤炭地质勘察与测绘服务、瓦斯发电、热电联产、机械 检修、检测检验、建筑施工、矿建建筑、煤炭储运、油页岩炼油、煤层气开发利用、气化气高效清洁利 用等业务能力和完整的煤炭产、供、销业务体系、煤电一体化产业链条。 2022年4月，甘肃能化前身靖远煤电公告称，拟以发行股份方式购买能化集团、中国信达、中国华融合 计持有的窑煤集 ...

Group 1 - The central bank's recent interest rate cuts and reserve requirement ratio reductions are expected to boost the stock market through improved liquidity, stimulated economic activity, and enhanced equity asset valuations [1] - Incremental policy measures supporting the capital market have exceeded expectations, including increased insurance fund investments in the stock market and adjustments to regulatory rules to lower investment risk factors [1] - The collaboration of various policies is anticipated to establish a long-term mechanism for the stable and healthy development of the Chinese stock market, with new conditions for capital inflow into A-shares [1] Group 2 - The CSI A50 Index selects the largest 50 securities from leading companies across various industries, representing core assets in the A-share market [2] - The CSI A500 Index includes 500 leading stocks with strong market capitalization representation, covering different scales and emphasizing industry balance [2] - Investors are encouraged to consider A50 ETF and A500 ETF funds, which have specific classes and low service fees for investment [2]

Group 1 - The core event is the strategic cooperation agreement signed between Shandong High-speed Group and Huawei, focusing on "green computing power" and "clean energy" [1] - Shandong High-speed Group's subsidiary, Shandong High Holdings, will play a key role in this collaboration, leveraging its unique advantages in green energy and computing infrastructure [1] - The partnership aims to develop a digital ecosystem for transportation energy, supporting smart transportation scenarios and aligning with the national "integrated computing power network" initiative [1] Group 2 - Shandong High Holdings has deepened its investment in the renewable energy sector by increasing its stake in Shandong High New Energy from 43.45% to 56.9%, marking a historic breakthrough in acquiring renewable energy indicators [2] - The company has become the largest institutional shareholder of Century Internet, a well-established IDC listed company, providing not only capital but also strategic guidance and operational support [2] - This collaboration aims to address energy challenges and operational costs for Century Internet through resource integration and management team involvement [2]

Group 1 - The Chengdu Jianyuan Ciyuan Jiazi Equity Investment Fund (referred to as Jianyin AIC Fund) has officially signed with a total scale of 1 billion yuan, focusing on equity investments in industries led by Chengdu High-tech Zone, including electronic information, digital economy, biomedicine, and high-end manufacturing [1] - The establishment of Jianyin AIC Fund is a collaborative effort between Chengdu Jiazi Financial Holding Group, Chengdu High-tech Ciyuan Investment Group, and Jianxin Financial Asset Investment Co., aiming to support technological innovation in pilot areas and respond to the national financial regulatory authority's notice on expanding the pilot scope of financial asset investment companies [1] - Jianyin AIC Fund will primarily invest in enterprises within Chengdu's administrative region and the Chengdu High-tech Zone, introducing stable financial capital to support local tech companies in overcoming key core technologies and accelerating industrialization [1] Group 2 - The Chengdu Jiazi Financial Holding Group's "Jiazi System" fund aims to attract national financial capital to Chengdu, promoting the deep integration of technology, industry, and finance, thereby providing strong support for Chengdu to build a nationally influential technology innovation center [2]

中证网讯①5月20日，港股创新药板块强势上涨，多只相关主题ETF跳空高开，港股创新药 50ETF(513780)、港股创新药ETF(513120)、港股通创新药ETF工银(159217)、港股创新药ETF基金 (520700)涨超5%；军工、国防、航空航天、地产等相关主题ETF小幅收跌。 ③ 继摩根中证A500增强策略ETF之后，第二只跟踪中证A500指数的增强策略ETF——国泰中证A500增 强策略ETF于5月21日宣告成立。该基金首发募集规模为5.70亿元，募集有效认购总户数为2440户。 ④ 消息面上，中国人民银行授权全国银行间同业拆借中心公布，5月20日贷款市场报价利率(LPR)为：1 年期LPR为3.0%，5年期以上LPR为3.5%，均较上期下行10个基点。中国建设银行、招商银行等银行下 调人民币存款利率，一年期定期存款利率为0.95%。(王鹤静) ② 部分港股医药主题ETF昨日遭遇资金获利止盈，昨日涨超5%的港股创新药ETF(513120)净流出超5亿 元，昨日涨超3%的恒生医疗ETF(513060)净流出超4亿元，均位居ETF前列。此外，以短融ETF(511360) 为代表的债券型ETF持续"吸 ...

医药股今天大涨，三生国健 "20CM"涨停，迎来两连板。 5月20日，三生国健公告称，公司及关联方三生制药和沈阳三生制药有限责任公司共同授予辉瑞公司 （Pfizer Inc．）在许可区域及领域的独家开发、生产和商业化许可产品707项目的权利。根据协议，辉 瑞将支付12.5亿美元不可退还且不可抵扣的首付款，最高可达48亿美元的开发、监管批准和销售里程碑 付款，以及根据授权地区产品销售额计算得到的两位数百分比的梯度销售分成。 另外，今天市场还有两个关注点。一是宁德时代登陆港股，其港股大涨，其A股上涨1.15%。二是部分 高位抱团股今天盘中巨震，利君股份、尤夫股份、宁波远洋等个股跌停。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今天，A股三大股指齐涨，截至收盘，上证指数上涨0.38%，深证成指上涨0.77%，创业板指上涨 0.77%。大消费和医药股今天表现最强。具体看，大消费方面，宠物经济、培育钻石、美容护理、谷子 经济等板块涨幅居前。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3380.48 | 10249.17 | 2048.46 ...