Market Overview - A total of 57 stocks hit the daily limit, while 23 stocks faced limit down, resulting in a sealing rate of 71% [1] - The Shanghai Composite Index fell by 0.02%, the Shenzhen Component Index decreased by 0.26%, and the ChiNext Index dropped by 0.31% [1] - The total trading volume for the day was 1.01 trillion, an increase of 11 billion compared to the previous trading day [1] Stock Performance - Notable stocks with consecutive limit ups include: - Shangwei Co., Ltd. with 5 consecutive limit ups [1] - Rongfa Nuclear Power with 4 consecutive limit ups [1] - Youfu Co., Ltd. with 12 days of 7 limit ups [1] - The beverage manufacturing, controllable nuclear fusion, waste classification, and deep-sea technology sectors saw significant gains, while e-commerce, chemical raw materials, CRO, and paper-making sectors experienced declines [1] Popular Stocks and Trends - The popularity of new beverage products has surged, leading to significant stock performance in companies like Kuaijishan and Junyao Health [5] - The nuclear fusion sector continues to attract investment, with a report indicating that 26 out of 37 surveyed companies expect the first nuclear fusion unit to be operational by 2035 [6] - The autonomous driving sector is gaining traction, with companies like Cloud Inner Power and Tongda Electric achieving consecutive limit ups due to successful testing and deployment of autonomous vehicles in Saudi Arabia [7][19] Sector Analysis - The beverage sector is experiencing a boost due to government initiatives aimed at enhancing consumer spending and improving the consumption environment [23] - The chemical sector is impacted by an explosion at a major production facility, affecting the supply of certain agricultural chemicals [25] - The gold and jewelry sector is seeing increased interest, with several companies launching collaborations with IP brands to attract younger consumers [26][36] Future Outlook - The market is expected to remain under pressure due to month-end and holiday effects, with trading volumes likely to stay around 1 trillion [9] - The focus will likely remain on high-recognition stocks in popular sectors, as the market navigates through potential volatility [9]

一、行情回顾 市场全天震荡调整，三大指数小幅下跌。新消费概念逆势大涨，水羊股份、明牌珠宝、周大生、均瑶健康等涨停。无人物流车概念继续活跃，通达电气、云 内动力、劲旅环境等涨停。核电、可控核聚变概念延续强势，合锻智能、融发核电、雪人股份等涨停。下跌方面，医药股震荡调整，海辰药业跌超10%。个 股跌多涨少，全市场超3400只个股下跌，今日成交1.03万亿。 无人物流车今日大涨，通达电气、云内动力、劲旅环境、德邦股份等多股涨停。 据湖北日报报道，5月27日，无人物流头部九识智能E系列无人物流车正式上市。 | 股票名称 | | 最新价 ◆ | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- | | 通达电气 603390.SS | 6天5板 | 15.96 | +9.99% | 09:25:00 | 2.74% | 55.82亿 | 公司与l 目公司: | | | | | | | | | 流车相: | | 云内动力 000903.SZ | 6天3板 | 5.05 | +10.02% | 09:25: ...

证券代码：603333 证券简称：尚纬股份 公告编号：临 2025-029 尚纬股份有限公司 股票交易异常波动的公告 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个别及连带 责任。 重要内容提示： 尚纬股份有限公司（以下简称"公司"）股票连续三个交易日内收盘价格 涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》等有关规定，属于 股票交易异常波动的情形。自 5 月 22 日以来，累计涨幅达到 46.44%，同期上证 指数同比下跌 1.38%，公司股票涨幅显著高于同期上证指数，TTM 为 278.5 显著 高于同行业上市公司，股票交易价格存在较大波动。公司特别提醒广大投资者注 意二级市场交易风险，理性决策，审慎投资。 公司已于 2025 年 4 月 26 日披露了 2024 年度报告，公司 2024 年度实现 归属于上市公司股东的净利润 1634.29 万元，同比下降 20.06%。公司 2024 年度 实现归属于上市公司股东的扣除非经常性损益的净利润 865.77 万元，同比下降 31.05%。主要原因是国内电线电缆行业整体面 ...

尚纬股份有限公司: 本人收到公司董事会向本人发出的《关于尚纬股份有限公司股票交易异常波 动的问询函》,现回复如下: 实际控制人关于尚纬股份有限公司 股票交易异常波动问询函的回复 实际控制人(签字): 张华 2025 年 5 月 27 日 截止目前,除上市公司已披露的事项外,本人不存在影响公司股票交易价格 异常波动的重大事宜,不存在其他应披露而未披露的重大信息,包括但不限于重 大资产重组、发行股份、上市公司收购、债务重组、业务重组、资产剥离和资产 注入等重大事项。 在股票交易异常波动期间,本人不存在买卖贵公司股票的情形。 本人亦严格遵守《上海证券交易所股票上市规则》等有关规定,依法履行信 息披露义务。 特此回复。 ...

控股股东关于尚纬股份有限公司 股票交易异常波动问询函的回复 尚纬股份有限公司: 特此回复。 控股股东(盖章):祖 本公司收到公司董事会向本公司发出的《关于尚纬股份有限公司股票交易异 常波动的问询函》,现回复如下: 截止目前,除上市公司已披露的事项外,本公司不存在影响公司股票交易价 格异常波动的重大事宜,不存在其他应披露而未披露的重大信息,包括但不限于 重大资产重组、发行股份、上市公司收购、债务重组、业务重组、资产剥离和资 产注入等重大事项。 本公司亦严格遵守《上海证券交易所股票上市规则》等有关规定,依法履行 信息披露义务。 ...

Core Viewpoint - The recent transfer of control in Shangwei Co., Ltd. to Fuhua Chemical is expected to stabilize the company's operations and protect the interests of creditors and minority shareholders [1][2]. Group 1: Shareholder Changes - On May 23, Shangwei Co., Ltd. announced that its controlling shareholder, Li Guangsheng, has transferred 36 million shares to Fuhua Chemical, changing the actual controller to Zhang Hua [1]. - After the transfer, Li Guangsheng holds 25.72 million shares, representing 4.14% of the total share capital, while Fuhua Chemical holds 158 million shares, accounting for 25.35% [1]. Group 2: Fuhua Chemical Overview - Fuhua Chemical, a leading chemical company in Sichuan, has a diverse product range including fine and basic chemicals, with significant market positions in glyphosate and ion-exchange membrane caustic soda [1][2]. - The company reported revenues of 9.529 billion yuan, 6.929 billion yuan, and 7.672 billion yuan for 2022, 2023, and 2024 respectively, with net profits of 2.770 billion yuan, 600 million yuan, and 603 million yuan [2]. Group 3: Future Plans and Developments - Fuhua Chemical may consider asset sales, mergers, or partnerships within the next 12 months to enhance Shangwei's sustainable development and profitability [3]. - The company previously sought to list on the Shenzhen Stock Exchange but withdrew its application, having distributed dividends exceeding its net profits for 2020 and 2021 [2].

Group 1 - The nuclear power sector is experiencing a resurgence driven by global nuclear power revival and anticipated uranium resource shortages, leading to significant stock price increases for related companies [1][2] - Companies like Zhongchao Holdings and Shangwei Co. have seen their stock prices rise for four consecutive trading days, with Zhongchao Holdings' stock price increasing by 129.78% in a single day [1][2] - Despite the bullish trend, there is a notable divergence within the sector, with large-cap stocks in midstream nuclear construction experiencing pullbacks while small-cap stocks related to upstream materials and components continue to surge [1][3] Group 2 - The recent price rebound of uranium, from $65 per pound to $71 per pound, is attributed to structural shortages in the uranium market, with Goldman Sachs predicting a shortfall of 130 million pounds by 2040 [2] - The nuclear power sector's activity is also influenced by favorable policies in the U.S. and increasing energy demands driven by AI and small modular reactors [3] - Some companies in the sector, such as Zhongchao Holdings and Shangwei Co., have reported significant losses, with Zhongchao Holdings and Shangwei Co. posting net losses of 2.02379 million yuan and 1.44943 million yuan respectively in Q1 [4][5] Group 3 - The performance of companies involved in nuclear power projects is mixed, with some reporting declining revenues and profits, such as Shangwei Co. which saw a 21.39% drop in revenue and a 20.06% decrease in net profit in 2024 [5] - The total operational and under-construction nuclear power units in China reached 102, with a total installed capacity of 113 million kilowatts, maintaining the top position globally for two consecutive years [5] - Companies like China Nuclear Engineering have shown strong growth, with their nuclear engineering revenue increasing from 10.4 billion yuan in 2020 to 32.2 billion yuan in 2024, reflecting a compound annual growth rate of 43% [5]

困扰 尚纬股份 多年的控制权动荡问题终于得到解决。 5月23日晚，尚纬股份宣布福华通达化学股份公司（下称"福华化学"）通过司法拍卖所获得的公司3600 万股股权，已完成过户登记。 加之此前持有的尚纬股份1.22亿股，福华化学的总持股比例已经上升至25.35%，正式成为尚纬股份 的"掌门人"。 作为全球农化前二十强企业，福华化学入主对于近年来业绩表现平平的尚纬股份来说，无疑是一次变革 良机。 根据规划，福华化学未来12个月或将会通过新增 电子化学品 以及相应的双氧水、硫酸业务等方式，进 一步提升尚纬股份的竞争力。 尚纬股份的新篇章正在缓缓开启。经营危机缓解 近年来，尚纬股份一直深陷实控人风险外溢的泥潭中。 前实控人李广元、李广胜兄弟二人所持有的尚纬股份34.74%股权中，超9成比例遭到司法标记/冻结，导 致公司经营承压。 为此，尚纬股份早在3年多前便引入了乐山国资。 2021年11月，李广胜与乐山国资控制的乐山高新投资发展（集团）有限公司（下称"乐山国资"）签署股 份转让协议，李广胜将其持有的6822.79万股尚纬股份股份分两次转让给高新投，交易总价为4.8亿元。 不仅如此，福华化学还代替李广胜偿还了其占用尚纬 ...

Group 1: Market Overview - The People's Bank of China conducted a 7-day reverse repo operation of 448 billion yuan at an interest rate of 1.40% on May 27, with 357 billion yuan of reverse repos maturing on the same day [1][5] - A-shares opened slightly lower but showed signs of recovery, with the Shanghai Composite Index fluctuating and turning positive [5][6] - The consumer sector, particularly food and beverage, showed initial strength, while the pharmaceutical sector rebounded [6][12] Group 2: Pharmaceutical Sector - The pharmaceutical and biotechnology sector experienced a partial rebound, with notable stocks such as Longshen Rongfa hitting the daily limit, and Sanofi Guojian rising over 10% [12][13] - Hong Kong pharmaceutical stocks also saw gains, with notable increases in companies like CSPC Pharmaceutical and China Biologic Products [8][14] Group 3: Nuclear Power Sector - The nuclear power sector continued its recent strong performance, with stocks like Shangwei Co. and Rongfa Nuclear Power achieving multiple consecutive gains [9][11] - Recent reports indicate a positive outlook for the controllable nuclear fusion industry, driven by favorable policies and increased financing [11] Group 4: Food and Beverage Sector - The food and beverage sector saw a surge, with stocks like Kuaijishan and Junyao Health achieving significant gains [15][16] - Kuaijishan's market capitalization surpassed that of Guyue Longshan, establishing it as a leading player in the yellow wine industry [15] Group 5: Cultivated Diamond Sector - The cultivated diamond sector experienced a sharp rise, with stocks like Huanghe Xuanfeng and Huifeng Diamond hitting the daily limit [17][18] - Huanghe Xuanfeng announced a partnership to establish a joint venture focused on advanced semiconductor materials, which is expected to enhance the development of high-performance thermal materials [19]

证券代码：603333 证券简称：尚纬股份 公告编号：临 2025-028 尚纬股份有限公司 股票交易风险提示公告 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个别及连带 责任。 重要内容提示： 尚纬股份有限公司（以下简称"公司"）股票于 2025 年 5 月 22 日、5 月 23 日和 5 月 26 日连续三个交易日涨停，累计涨幅达到 33.09%，同期上证指数同 比下跌 1.2%，公司股票涨幅显著高于同期上证指数，TTM 为 253.1 显著高于同行 业上市公司，股票交易价格存在较大波动。公司特别提醒广大投资者注意二级市 场交易风险，理性决策，审慎投资。 公司已于 2025 年 4 月 26 日披露了 2024 年度报告，公司 2024 年度实现 归属于上市公司股东的净利润 1634.29 万元，同比下降 20.06%。公司 2024 年度 实现归属于上市公司股东的扣除非经常性损益的净利润 865.77 万元，同比下降 -31.05%。主要原因是国内电线电缆行业整体面临周期性需求收缩与行业竞争加 剧，同时因公司前实际控制人涉及刑 ...