5月12日午后，富时中国A50指数期货直线拉升涨超1.8%。港股也同步拉升，恒生指数直线拉升涨超 3%，恒生科技指数涨幅扩大至6%。科技股巨头午后涨幅扩大同时成交放大，阿里巴巴-W涨5%，腾讯 控股涨4%。 A股三大指数今日集体上涨，截至收盘，沪指涨0.82%，深成指涨1.72%，创业板指涨2.63%，北证50指 数涨2.89%。全市场成交额13409亿元，较上日放量1185亿元。全市场超4100只个股上涨。 盘面上，军工板块持续走强掀涨停潮，七丰精工"30cm"涨停创新高。苹果产业链个股今日集体反弹， 蓝思科技、立讯精密、歌尔股份涨幅居前。机器人表现同样活跃，拓斯达"20cm"涨停，埃夫特涨超 10%，三丰智能、亿嘉和、埃斯顿跟涨。 军工板块超20股涨停 周一上午，军工股再度飙升。截至收盘，国防军工指数涨逾5.4%，昆船智能、航天南湖、华如科技等 超20股涨停。航天南湖近4个交易日已累计大涨近75%。 | 序号 | Har | 宅深 | | | ж幅% J | | --- | --- | --- | --- | --- | --- | | T | 301311 | 昆給智能 | H | 21.46 | 20 ...

根据公开资料，宁德时代是一家全球领先的新能源创新科技公司。集团主要从事动力电池、储能电池的 研发、生产、销售，以推动移动式化石能源替代、固定式化石能源替代，并通过电动化和智能化实现市 场应用的集成创新。财务数据显示，2024年公司营收达3,620亿元，归母净利润507亿元，同比增长 15.01%；2025年第一季度公司营收达847亿元人民币，实现归母净利润近140亿元，同比增长32.85%。 同时，宁德时代亦持续加强对股东的回馈力度。自A股上市以来，公司累计分红近600亿元，2023年和 2024年连续两年分红率达50%。2025年4月，公司又启动最高80亿元的股份回购计划，截至4月30日已完 成回购15.5亿元。 来 源：央视财经（ID：c c t v y s c j） 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 2025年5月12日，宁德时代披露发行阶段董事会公告及刊登注册招股书，宣布正式启动国际配售簿 记， 预计将于5月20日在港交所主板挂牌上市 。 若按每股263.00港元的发行价格上限计算， 本次发 行募资总额预计达40亿至50亿美元 ，将成近年来港股市场规模最大的IPO项目之一。 ...

5月11日，汇源果汁通过公众号发布《关于网络谣言的严正声明》，内容如下： 来源：汇源微信公众号、中国新闻网 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 火 爆！开售第一日，多处售罄 首款折叠屏iPhone，新消息！ ...

针对"粽子中吃出疑似带血创可贴"的消费者投诉，来伊份与产品代工企业五芳斋5月12日双双给出最 新回应。 来伊份5月12日早间发布公告称，公司在关注到舆情的第一时间已启动全链路调查程序，并积极与相关 消费者沟通，确保消费者的健康与权益得到保障。同时， 已对本批次蜜枣粽产品进行下架处理，消费 者可在就近门店退换货，并获得相同金额的额外补偿 。 "我们在配合来伊份和政府部门进行调查中，会持续更新信息。"5月12日上午，五芳斋总经理马建忠独 家回应记者称。 截至午间收盘，来伊份报13.21元/股，下跌0.23%；五芳斋报21.12元/股，下跌1.17%。 消费者投诉称粽子吃出异物 5月10日，IP地址显示为江苏的一位消费者连发两条视频投诉，称在来伊份的粽子中吃出疑似带血创可 贴的异物，要求来伊份官方给出一个明确的回应。 根据投诉视频，涉事产品为来伊份蜜枣粽。涉事产品外包装显示，该产品受委托单位为浙江五芳斋实业 股份有限公司。 5月11日下午，该消费者在短视频平台更新事件后续称，11日上午已带小孩去医院检查传染病各项指 标，结果显示目前没有被感染。"但医生说传染病大概有潜伏期，大概三个月。公司过来想把样本拿走 检测，我 ...

Core Viewpoint - The article discusses the legal actions taken by Avita Technology against a blogger for spreading false information regarding the aerodynamic drag coefficient of the Avita 12 vehicle, emphasizing the company's commitment to transparency and accuracy in its testing processes [2][5][6]. Group 1: Legal Actions - Avita Technology's legal department issued a letter demanding the immediate removal of false statements made by the blogger "Zurich Beile Ye" regarding the aerodynamic testing of the Avita 12 vehicle [4]. - The letter requires the blogger to delete all related content published between May 2, 2025, and May 10, 2025, across various platforms including Weibo and Douyin [4][5]. - The blogger is also required to publicly apologize and keep the apology pinned on their account for thirty days to mitigate the negative impact on Avita's reputation [5]. Group 2: Testing and Results - Avita conducted a public live broadcast of the aerodynamic drag coefficient testing for the Avita 12 on May 9, 2025, at the China Automotive Engineering Research Institute, ensuring the process was overseen by a recognized authority and conducted under standard testing conditions [5][6]. - The official test results indicated a drag coefficient (Cd) of 0.217 at a wind speed of 120 kph, which was validated by third-party certification [5][6]. Group 3: Impact of False Claims - The blogger's continued dissemination of misleading information, including references to media and film to suggest manipulation of the testing process, is viewed by Avita as an attempt to mislead the public and damage the company's brand image [6]. - Avita asserts that the blogger's actions exceed reasonable criticism and have significantly misled the public regarding the company's credibility and the integrity of its testing results [6]. Group 4: Current Status - As of the article's publication, the involved blogger has not publicly responded to the legal actions taken by Avita [7].

Core Viewpoint - Recent announcements from various platforms including WeChat, Douyin, Taobao, and Kuaishou indicate a concerted effort to combat the proliferation of inappropriate micro-dramas that promote harmful values and content [1][3][12][14]. WeChat - On May 7, WeChat Coral Security announced the removal of several micro-dramas due to the presence of harmful content and infringement issues [3]. - The platform identified and took down micro-dramas that incite extreme opposition, contain subtle sexual inducements, and violate relevant laws and regulations [4]. - A list of specific problematic micro-dramas and mini-programs was published, highlighting the ongoing commitment to fostering a healthier online environment [6]. Douyin - On May 9, Douyin Short Drama reported that in April, it intercepted and removed 223 micro-dramas for violating content guidelines, with many being blocked before they could go live [8]. - Specific titles were cited for promoting violence, extreme insults, and unhealthy family dynamics, indicating a zero-tolerance policy towards such content [9][11]. Taobao - Taobao Security Center announced on May 9 that it removed 45 micro-dramas in April that exhibited vulgarity, distorted views on marriage, and promoted materialism and superstition [12]. Kuaishou - Kuaishou Black Board reported on May 9 that it had identified and removed nearly 100 micro-dramas that had poor titles and misleading content, along with over 60 accounts associated with these violations [14][15]. - The platform is actively working to maintain a healthy community ecosystem by reporting severely problematic dramas to a blacklist [15].

上个月，美国CPI数据超预期降温。美国3月CPI同比增长2.4%，增幅创7个月新低，且低于预期值2.5% 和前值2.8%；美国3月核心CPI同比增长2.8%，增幅创2021年3月以来最低，且低于预期值3%和前值 3.1%。 目前，据CME"美联储观察"统计，美联储6月维持利率不变的概率为82.7%，降息25个基点的概率为 17.3%。美联储7月维持利率不变的概率为40.8%，累计降息25个基点的概率为50.7%，累计降息50个基 点的概率为8.7%。 北京时间周一，离岸人民币盘中突然拉升。美元对离岸人民币汇率一度跌逾200点，随后跌幅有所收 窄，现报7.2268。 | < V | | 美元兑离岸人民币 | | ા છે વ | | --- | --- | --- | --- | --- | | USDCNH.FX | | | | | | 7.22680 | 前未 | 7.24054 | 今开 | 7.22410 | | -0.01374 -0.19% | 卖品 | 7.22796 | 买入 | 7.22564 | | 最高 7.22766 今年来 | | -1.20% | 5分钟 | 0.75% | | 最低 ...

Group 1: Investment Activities - Ping An Life increased its stake in China Merchants Bank by acquiring 3.4755 million H-shares, raising its holding from 11.92% to 12% [1] - In addition to China Merchants Bank, Ping An Group and its subsidiaries have also increased their holdings in other banks such as ICBC, Agricultural Bank of China, and Postal Savings Bank this year [1][10] Group 2: Automotive Market Insights - In April, the national retail sales of passenger cars reached 1.755 million units, a year-on-year increase of 14.5%, but a month-on-month decrease of 9.4% [8] - Cumulatively, from January to April, retail sales totaled 6.872 million units, reflecting a year-on-year growth of 7.9% [8] - The retail sales of new energy passenger vehicles in April reached 905,000 units, marking a year-on-year increase of 33.9% and a month-on-month decrease of 8.7% [8] - The penetration rate of new energy vehicles in the overall passenger car market reached 51.5% in April, an increase of 7 percentage points compared to the same period last year [8] Group 3: Economic Indicators - In April, the Consumer Price Index (CPI) rose by 0.1% month-on-month, reversing a previous decline of 0.4%, while the year-on-year change showed a decrease of 0.1% [4] - The Producer Price Index (PPI) fell by 0.4% month-on-month and decreased by 2.7% year-on-year, with the decline widening by 0.2 percentage points compared to the previous month [4] Group 4: Corporate Developments - The Ministry of Industry and Information Technology is soliciting opinions on the mandatory national standard for automotive door handle safety technology requirements, addressing potential risks associated with various types of door handles [5][6] - The first commercial hydrogen-powered locomotive in Southwest China has begun trial operations, marking a significant development in hydrogen railway freight transport [11] - Several banks have recently lowered their deposit interest rates, with some experiencing a "negative interest rate" phenomenon [12] Group 5: Market Trends - The first batch of technology innovation bonds has officially launched in the interbank bond market, indicating a new financing avenue for tech companies [7] - The total value of China's goods trade reached 14.14 trillion yuan in the first four months, with a year-on-year growth of 2.4% [7] - A total of 28 stocks in the A-share market will face the lifting of trading restrictions this week, with a combined unlock volume of 1.066 billion shares, valued at approximately 18.63 billion yuan [14]

5月10日是第21个"阿里日"。当日，阿里巴巴集团董事会主席蔡崇信佩戴新工牌，来到阿里亲 友见面会现场。蔡崇信在发言中向阿里亲友再次介绍了公司的核心战略——"电商、云+AI"， 并提到了闲鱼、夸克、高德、钉钉、1688等创新业务。 蔡崇信表示，阿里要把AI融入每一块业务、每一个环节，未来三年到五年，所有业务都应以 AI为驱动。"不光是对内，有很多生产力效率的增加，而且对用户、对客户也要用AI驱 动。"一年多前，阿里将"AI驱动"作为集团的战略重心之一，这一战略已初见成效。 蔡崇信表示："电商的业务并不占领对互联网的入口，因为电商是一个垂类，有更多其他的互 联网公司占据了对用户的入口。但如果我们能聚焦在AI上的话，也许我们可以把新的入口用 AI的方式做出来，让我们增加更多的用户。" 蔡崇信在讲话中回顾了自己加入阿里的故事。"我是个26年的老阿里人，加入阿里后，我的工 号是19号。阿里巴巴有18个创始人，我没有赶上前18位，后来其中有一个创始人临时退出 了。马老师就说你19号你就补上吧，你就算18个人里面其中之一。我就是之后补上去的。"有 趣的是，蔡崇信是阿里巴巴创始团队"十八罗汉"中唯一没有花名的成员，始终以本 ...

Core Viewpoint - Apple has announced significant price reductions for the iPhone 16 series, indicating a response to lower-than-expected sales in the Chinese market [1][11][12]. Pricing Strategy - The iPhone 16 Pro Max has seen a price drop of $160, while the iPhone 16 Pro 128GB version is reduced by $176, with other versions also seeing a $160 decrease [1]. - On e-commerce platforms, the iPhone 16 Pro 128GB is listed at a new price of 5999 RMB, down from 7999 RMB, with additional government subsidies available [1][4]. - Apple's official website still lists the iPhone 16 Pro starting at 7999 RMB, indicating a discrepancy between retail and official pricing [8]. Sales Performance - Apple's sales in China have not met expectations, with a reported 9% year-on-year decline in shipments, placing it fifth in the market [11]. - The company's revenue in the Greater China region fell by over 2% year-on-year, from $16.372 billion to $16.002 billion [11]. - In 2024, Apple's shipment volume in China is projected to decline by 17%, with Huawei surpassing Apple in annual sales [11][12]. Market Competition - The decline in Apple's market share in the high-end smartphone segment is attributed to conservative innovation and aggressive competition from local brands like Huawei and Xiaomi [12]. - Apple's market share in China's high-end smartphone market has decreased from 75% in 2022 to a projected 54% in 2024 [12]. Financial Performance - Despite the challenges in the smartphone market, Apple reported a 5% increase in total net revenue for the second fiscal quarter, reaching $95.359 billion [12]. - The net profit for the same period also grew by 5%, amounting to $24.780 billion [12]. - Apple has approved a stock buyback plan worth up to $100 billion, reflecting confidence in its financial health [13].