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 ...

Core Viewpoint - The stock of Shangwei Co., Ltd. (603333) experienced a significant increase, with a cumulative rise of 33.09% over three consecutive trading days, while the Shanghai Composite Index decreased by 1.2% [1] Group 1 - The company specializes in the production and sales of special cables [1] - There have been no major changes in the company's main business or operational activities, which remain normal [1] - The internal production and operational order of the company is stable, with no significant changes in the fundamentals or business structure [1]

每经记者｜李娜 每经编辑｜彭水萍 5月26日，A股核电板块集体狂飙，尚纬股份、中核科技等近20股涨停，港股中核国际更单日暴涨近 130%，年内涨幅突破143%。全球铀价触底反弹叠加AI算力催生核电需求，多国加速核电复兴。高盛更 是认为核电迎来十年黄金周期。 5月26日，核电板块在A股市场表现亮眼。早盘，尚纬股份、锡装股份、融发核电强势涨停，哈空调、 上海电气、中国核建等相关个股纷纷跟涨。截至收盘，核电股集体爆发，瑞奇智造、中核科技等近20股 涨停。 国光电气作为板块龙头之一，截至5月26日收盘，年初以来股价累计涨幅达139.02%。海陆重工作为核 电能源龙头股之一，年内股价涨幅已超过78%，南风股份、应流股份、纽威股份等个股年内股价累计上 涨幅度也居前，分别为57.72%、48.59%、35.39%。 港股市场中，中核国际更是上演了一场惊心动魄的暴涨行情。午后2点多，中核国际股价直线拉升，涨 幅一度超过180%，成为港股市场的绝对明星。截至港股收盘，中核国际收报4.09港元/股，上涨 129.78%，成交量2043.8万股，成交额7889.97万港元，振幅185.39%，其年内涨幅也达到了143.45%。 另 ...

21世纪经济报道记者 董鹏 成都报道 "在未来12个月内，增加电子化学品以及相应的双氧水、硫酸业务，该业务的培育和成熟尚需一定周 期。"福华通达在详式权益变动书中指出。 虽然上述增加的产品，暂未涉及福华通达最核心的草甘膦业务，但由于该公司为资本市场的相熟面孔， 此次实控人变更为市场打开了更多想象空间。 核心产品暂无注入计划 尚纬股份，原名明星电缆，是西南地区最大的特种电缆企业之一。 张华，福华通达创始人、董事长，四川省化工行业协会会长，曾经以100亿元的财富入围胡润百富榜。 福华通达，则是一家集矿产资源、化工中间体、终端化学品于一体的化工企业，其核心产品草甘膦产能 位居全球前三、国内第二，草甘膦原粉出口量连续6年居国内首位，不过这部分业务暂时尚未明确注入 尚纬股份。 不过，因为尚纬股份两任实控人先后获刑，加之所持股份被司法冻结或标记，外界对其控制权的变更早 有预期。 "李氏兄弟持股几乎全部受限的背景下，如若后续这部分股权出现司法拍卖、强制过户等情况，尚纬股 份控制权很可能会随之变更。"本报2024年12月报道曾指出。 今年以来，李广元、李广胜兄弟在上市公司的持股被陆续拍卖。3月4日，福华通达便以3亿元的价格， ...

截至收盘，上证指数报收3346.84点，下跌0.05%；深证成指收于10091.16点，下跌0.41%；创业板指下 跌0.80%；科创50指数上涨0.17%。 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002366 | 融发核电 | 6.19 | 13.84 | 6508.84 | 40289.72 | 电力设备 | | 603333 | 尚纬股份 | 7.48 | 0.54 | 2889.62 | 21614.36 | 电力设备 | | 002229 | 鸿博股份 | 17.12 | 33.82 | 1186.81 | 20318.19 | 轻工制造 | | 000903 | 云内动力 | 4.17 | 4.09 | 4693.09 | 19570.20 | 汽车 | | 603192 | 汇得科技 | 25.91 | 1.04 | 720.95 | 18679.79 | 基础化工 | | 002174 | 游族网络 | 12.91 | 6.9 ...

核电、可控核聚变概念持续拉升，中核科技直线涨停，哈焊华通、大西洋、保变电气、尚纬股份、中广 核技、融发核电、哈空调等十余股封板，国光电气、久盛电气、中洲特材等涨超10%。港股中核国际一 度涨180%。 ...

Market Overview - The three major A-share indices collectively adjusted in the morning session, with the Shanghai Composite Index down 0.30%, the Shenzhen Component Index down 0.71%, and the ChiNext Index down 1.28% [1] - The total market turnover for the half-day was 661 billion, a decrease of 1 billion compared to the previous day, with 2,600 stocks in the market showing losses [1] Sector Performance - The controllable nuclear fusion, gaming, and beverage manufacturing sectors led the gains, while the innovative drug sector experienced the largest declines [2] - Notable stocks in the controllable nuclear fusion sector included Haohan Huadong (301137), Xue Ren Co., Ltd. (002639), and Rongfa Nuclear Power (002366), all hitting the daily limit [2] - Gaming stocks also performed well, with Youzu Network (002174) reaching the daily limit [2] - Beverage manufacturing stocks rebounded, with Junyao Health (605388) and Kuaijishan (601579) hitting the daily limit [2] - The autonomous driving sector showed strength, with Jinjiang Online (600650), Tongda Electric (603390), and Longzhou Co., Ltd. (002682) all reaching the daily limit [2] - The innovative drug sector saw significant declines, with Haichen Pharmaceutical (300584) dropping over 10%, and Hainan Hai Pharmaceutical (000566) and San Sheng Guojian also experiencing notable losses [2] Hotspot Overview - The nuclear power sector was highlighted as the strongest market focus, with 11 stocks hitting the daily limit and 5 stocks achieving consecutive limit-ups, including Shangwei Co., Ltd. and Zhongchao Holdings (002471) [7] - The military industry sector also saw 11 stocks hitting the daily limit, with 5 stocks achieving consecutive limit-ups [8] - The artificial intelligence sector had 9 stocks hitting the daily limit, with one stock achieving consecutive limit-ups [9] Key Developments - The controllable nuclear fusion sector is gaining attention following U.S. President Trump's recent executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling the nuclear power capacity by 2050 [10] - The IP economy is also gaining traction, with stocks like Youzu Network and others seeing significant interest, particularly following the recent rise in the market value of Pop Mart in Hong Kong [11] - The autonomous driving sector is attracting capital, with recent funding rounds for companies like Jiushi Intelligent and New Stone Technology, indicating strong investor interest in this area [12]

Core Viewpoint - The stock of Shangwei Co., Ltd. has experienced a significant surge, hitting the daily limit for three consecutive trading days, with a total increase of 33.10% during this period [2] Group 1: Stock Performance - As of 9:26 AM, the stock price reached 7.48 yuan, with a turnover rate of 0.13% and a trading volume of 796,200 shares, amounting to 5.96 million yuan in transaction value [2] - The stock's limit-up order amount reached 2.40 billion yuan, indicating strong investor interest [2] - The stock was listed on the Dragon and Tiger list due to a cumulative deviation of 20% in three trading days and a daily deviation of 7% [2] Group 2: Financial Performance - In the first quarter, the company reported total operating revenue of 242 million yuan, a year-on-year decrease of 4.15% [2] - The net profit for the same period was -14 million yuan, but this represents a year-on-year increase of 12.25% [2] Group 3: Recent Trading Data - Recent trading data shows significant fluctuations in daily price changes and net inflows of capital, with notable increases on May 22 and May 23, where the stock rose by 9.96% and 10.03%, respectively [2] - The net capital inflow on May 23 was 14.63 million yuan, indicating strong buying interest from investors [2]

Group 1 - The core point of the article is the change of control in Shangwei Co., Ltd. (603333.SH) from Li Guangsheng to Fuhua Chemical, led by Zhang Hua, a well-known entrepreneur in Leshan [1][2] - Fuhua Chemical has a strong market position in fine and basic chemicals, with glyphosate production capacity ranking among the top three globally and second in China [2] - Fuhua Chemical's revenue for 2022, 2023, and 2024 is projected to be 9.529 billion, 6.929 billion, and 7.672 billion RMB respectively, with net profits of 2.770 billion, 600 million, and 603 million RMB [2] Group 2 - Shangwei Co., Ltd. is a national high-tech enterprise specializing in the research, production, sales, and service of high-end special cables, with applications in various fields including nuclear power and rail transportation [3] - The company experienced a revenue decline of 21.39% and a net profit decline of 20.06% year-on-year last year [3] - Fuhua Chemical may consider asset sales, mergers, or partnerships involving Shangwei Co., Ltd. within the next 12 months to enhance the company's sustainable development and profitability [3]