昨日A股 5月8日，市场全天低开高走，创业板指领涨。沪深两市全天成交额1.29万亿元，较上个交易日缩量1749 亿元。截至收盘，沪指涨0.28%，深成指涨0.93%，创业板指涨1.65%。 板块方面，军工、铜缆高速连接、脑机接口、CPO等板块涨幅居前，PEEK材料、农业、化肥、黄金等 板块跌幅居前。 | 名称 | 最新点位 | 、涨跌幅 | | --- | --- | --- | | 上证指数 | 3352.0 | +9.33(0.28%) | | 深证指数 | 10197.66 | +93.53(0.93%) | | 创业板指 | 2029 45 | +32.94(1.65%) | | | 日期:5月8日 制图:21投资通 | | 隔夜外盘 纽约股市三大股指5月8日上涨。截至当天收盘，道琼斯工业平均指数比前一交易日上涨254.48点，收于 41368.45点，涨幅为0.62%；标准普尔500种股票指数上涨32.66点，收于5663.94点，涨幅为0.58%；纳斯 达克综合指数上涨189.98点，收于17928.14点，涨幅为1.07%。 欧洲三大股指5月8日涨跌不一。截至当天收盘，英国富时100种股票平均价 ...

每经记者｜陈晴 每经编辑｜魏官红 并购重组 迪瑞医疗：股东拟减持不超过3%公司股份 长虹华意公告称，公司拟使用自有资金及回购专项贷款回购公司部分人民币普通股A股股份，回购金额 不低于1.5亿元（含）且不超过3亿元（含），回购价格不超过9.8元/股。 海南发展：控股股东及其一致行动人拟增持1亿元~2亿元公司股份 海南发展公告，控股股东海南控股及其一致行动人计划在未来6个月内增持公司股份，拟增持金额为不 低于1亿元人民币，不超过2亿元人民币，增持股份数量不超过公司总股本的2%。 四川长虹：拟2.5亿元~5亿元回购公司股份用于股权激励 四川长虹公告称，公司计划使用自有资金和/或自筹资金（含股票回购专项贷款资金等），回购公司部 分股份。回购金额不低于2.5亿元（含）且不超过5亿元（含），回购价格不超过14元/股。 风险事项 金诚信：拟收购哥伦比亚CMH公司5%股权并取得其控制权 金诚信公告，公司拟追加收购CMH公司5%的股权并取得其控制权。公司计划通过子公司维理达资源公 司购买Cordoba矿业全资子公司Minerales以及Exploradora之100%股权，以获得其在哥伦比亚的全部矿权 资产，包括Cordoba ...

A 股证券代码：600610 A 股证券简称：中毅达 公告编号：2025-034 B 股证券代码：900906 B 股证券简称：中毅达 B 贵州中毅达股份有限公司 关于股票交易风险提示的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 截至 2025 年第一季度末，公司商誉账面价值为 16,002.98 万元，净资产 值 8,100.76 万元，公司商誉账面价值高于公司净资产值，如若公司后续生产经营 状况不及预期，存在继续计提商誉减值的风险。 贵州中毅达股份有限公司（以下简称"公司"）A 股股票自 2025 年 3 月 10 日以来，累计涨幅达 226.55%，但公司基本面没有发生重大变化，也不存在应 披露而未披露的重大信息，公司 2024 年度处于亏损状态，实现归属于母公司所 有者的净利润为-1,408.39 万元；2025 年第一季度实现归属于母公司所有者的净 利润 1,376.10 万元。截至 2025 年 5 月 7 日，根据中证指数有限公司发布的相关 数据显示，公司市净率为 169.67，公司所处 ...

Group 1 - The stock of Zhongyida (600610) reached the daily limit, with a turnover rate of 19.49% and a transaction amount of 1.715 billion yuan, showing a fluctuation of 12.74% [2] - The stock was listed on the Shanghai Stock Exchange's daily limit deviation list due to a deviation value of 9.23%, with a net buying amount of 10.4478 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 298 million yuan, with a buying transaction amount of 154 million yuan and a selling transaction amount of 144 million yuan, resulting in a net buying of 10.4478 million yuan [2] Group 2 - In the past six months, the stock has appeared on the daily limit list 20 times, with an average price increase of 0.64% the next day and an average increase of 6.61% over the following five days [3] - The stock saw a net inflow of 9.875 million yuan from main funds today, with a large single net inflow of 31.364 million yuan and a net outflow of 21.489 million yuan from large orders [3] - The latest margin trading data shows a total margin balance of 321 million yuan, with a financing balance of 320 million yuan and a securities lending balance of 641,300 yuan, indicating a recent increase in financing balance by 7.509 million yuan, a growth of 30.64% [3] Group 3 - The company's Q1 report indicated a total operating income of 270 million yuan, a year-on-year decrease of 5.40%, while net profit reached 13.761 million yuan, a year-on-year increase of 232.42% [3] - The top buying brokerage seat was GF Securities, with a buying amount of 76.4463 million yuan, while the top selling brokerage seat was Cinda Securities, with a selling amount of 58.7055 million yuan [4]

Market Overview - The A-share market saw a strong opening on May 7, with major indices rising, and the Shanghai Composite Index closing up nearly 1% at 3342.67 points, while the Shenzhen Component Index rose 0.22% to 10104.13 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 150.53 billion yuan, an increase of over 140 billion yuan compared to the previous day [1] Financial Sector Performance - The banking, insurance, and brokerage sectors collectively rose, with notable gains in Xi'an Bank and Qingnong Commercial Bank, both up around 3%, and major banks like China Bank and Construction Bank rising about 2% [2][3] - The People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio, expected to inject approximately 1 trillion yuan into the market, along with a 0.1 percentage point cut in policy interest rates [4][5] Military Industry Surge - The military sector experienced a significant rally, with stocks like Tongyi Aerospace rising over 25% and several others, including Chengxi Aviation and Huawu Co., hitting the daily limit [6][7] - The current demand for domestic military products is expected to increase, driven by advancements in domestic large aircraft and military trade [6][8] Phosphate Sector Growth - The phosphate sector showed strong performance, with stocks like Zhongyida and Yangmei Chemical hitting the daily limit, and Chuanjin Nuo rising about 9% [8][9] - The domestic phosphate rock supply-demand situation is tightening due to declining ore grades and increasing extraction costs, while new applications in lithium iron phosphate are driving demand [10]

Military Industry - Companies like 恒天海龙 and 华伍股份 have shown significant stock increases, with 恒天海龙 rising by 10.07% and 华伍股份 by 19.94%, driven by military and aerospace sectors [2][3] - The stock of 成飞集成 increased by 9.98%, indicating strong interest in military technology [2] - Companies such as 通易航天 and 中航成飞 also reported substantial gains, with increases of 25.11% and 17.05% respectively, reflecting a robust military industry outlook [3] Chemical Industry - 红墙股份 has maintained a strong performance with a 9.97% increase over 12 trading days, attributed to the rising prices of epoxy propylene [4] - 中欣氟材 also performed well, with a 9.99% increase over 9 days, linked to fluorochemical products [4] - The chemical sector is experiencing volatility, leading to increased market attention on companies like 丹化科技 and 长华化学, which reported gains of 9.93% and 20.02% respectively [4] AI Computing Power - The AI computing power sector is showing strong performance, with companies like 全筑股份 and 电光科技 increasing by 10.00% and 10.01% respectively, driven by advancements in server technology [8] - The report indicates that the AI computing industry remains in a high-growth phase, supported by positive earnings reports from related companies [7] Robotics - The introduction of exoskeleton robots in tourist attractions has led to increased interest in robotics companies, with 中超控股 and 龙溪股份 both achieving gains of 10.09% and 10.01% respectively [10][11] - The sector is benefiting from growing consumer interest and technological advancements in robotic applications [10] Brain-Computer Interface - Neuralink's breakthrough with its brain-computer interface device has garnered attention, with stocks like 童畫頁 and 麒盛科技 rising by 9.98% and 10.00% respectively, reflecting optimism in brain technology [13][14] Performance Surprises - Companies like 润贝航科 and 渝三峡 A have shown strong stock performance, with 润贝航科 increasing by 10.01% over 12 days, indicating positive market sentiment following earnings reports [15][16] Semiconductor Industry - The semiconductor equipment sector is expected to benefit from increased domestic investment in photolithography technology, with stocks like 京运通 and 奥普光电 rising by 9.92% and 10.00% respectively [18][19] Agricultural Planting - The new regulations on plant variety protection are expected to positively impact agricultural companies, with stocks like 秋乐种业 and 康农种业 showing increases of 17.90% and 10.24% respectively [20][21] Food and Beverage - The announcement of a 500 billion yuan loan facility to support consumption is likely to benefit food and beverage companies, with stocks like 保龄宝 and 一致魔芋 rising by 9.96% and 21.20% respectively [22][24] Real Estate - The reduction in housing loan interest rates is expected to stimulate the real estate market, with stocks like 三湘印象 and 天保基建 increasing by 10.14% and 10.10% respectively [25][26]

Group 1 - The A-share chemical and chemical engineering sector experienced a significant surge, with Danhua Technology and Jinpu Titanium Industry hitting the daily limit up [1] - Zhongyida saw an increase of over 8%, while Huiyun Titanium Industry and Jiangtian Chemical also rose [1]

Group 1 - The chemical sector has seen a significant rise, with Danhua Technology (600844) and Jinpu Titanium Industry (000545) hitting the daily limit up [1] - Zhongyida (600610) increased by over 8%, while Huiyun Titanium Industry (300891) and Jiangtian Chemical (300927) also experienced gains [1] Group 2 - Dark pool funds are flowing into these stocks, indicating increased investor interest [2]

New Stock Offerings - ST Xinchao (600777) has two tender offer periods: April 8 to May 7, 2025, and April 23 to May 22, 2025[1] - Puli Tui (300630) is in the delisting arrangement period with 13 trading days remaining[1] - ST Yushun (002289) and ST Jingan (600190) are also highlighted for their recent announcements[1] Market Alerts - Jinlitai (300225) has been flagged for severe abnormal fluctuations[1] - Guoguang Chain (605188) and Dongfang Tong (300379) have recent announcements regarding their trading status[1] - Multiple stocks including Huadian Energy (600726) and Huadian Liaoning (600396) have recent updates as of April 29, 2025[1] Trading Periods - The last trading day for several stocks is approaching, with specific mention of ST Yushun and ST Jingan[1] - The report indicates that various stocks are under observation due to unusual trading activities[2]

关于参加 2025 年贵州辖区上市公司投资者集体接待 日活动暨 2024 年度业绩说明会的公告 投资者可于本公告发出之日起至 2025 年 5 月 8 日，通过微信关注"贵州 资本市场"公众号，发送关键词"提问"即可进入专区提问。公司将在本次 说明会上对投资者普遍关注的问题进行回答。 贵州中毅达股份有限公司（以下简称"公司"）已于 2025 年 3 月 22 日于《上 海证券报》及上海证券交易所网站（www.sse.com.cn）发布公司 2024 年年度报 告，为便于广大投资者更全面深入地了解公司 2024 年度经营成果、财务状况， 公司将参加在贵州证监局指导下、贵州证券业协会联合深圳市全景网络有限公司 举办的"2025 年贵州辖区上市公司投资者集体接待日活动暨 2024 年度业绩说明 会"活动。 A 股证券代码：600610 A 股证券简称：中毅达 公告编号：2025-033 B 股证券代码：900906 B 股证券简称：中毅达 B 贵州中毅达股份有限公司 一、说明会类型 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重 ...