Group 1: Economic and Industry Updates - China announced a unilateral visa exemption policy for Saudi Arabia, Oman, Kuwait, and Bahrain, effective from June 9, 2025, to June 8, 2026, allowing ordinary passport holders to enter China for up to 30 days without a visa [1] - The Ministry of Finance reported that from January to April 2025, the total operating revenue of state-owned and state-controlled enterprises was 262,755.0 billion yuan, remaining flat year-on-year, while total profit decreased by 1.7% to 13,491.4 billion yuan [2] - A meeting on semiconductor cooperation between China and the EU emphasized the importance of collaboration in the global semiconductor supply chain, with a commitment to oppose unilateralism and ensure supply chain stability [2] - The National Healthcare Security Administration announced a verification of retail pharmacy pharmacists to ensure compliance with labor contracts and prohibit "hanging certificates" or part-time practices [2] Group 2: Company News - Zhongqi Co. has project approval for chlorantraniliprole but has not yet commenced production [4] - Tongda Electric's stock may be subject to market sentiment risks and irrational speculation [4] - ST Longjin's stock will enter the delisting arrangement period starting June 6 [4] - Yaxing Chemical's subsidiary plans to introduce strategic investors [4] - China Gold's controlling shareholder intends to increase its stake in the company by 168 million to 335 million yuan [4] - ST Huaxi signed a significant contract worth 290 million USD for daily operations [4] - Shantui Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange [5] - Hehe Information is also planning to issue H-shares for listing on the Hong Kong Stock Exchange [5] - Debon Logistics stated that the current trends in autonomous logistics vehicles will not impact its performance [5] - ST Jiyuan's stock will be delisted on May 29 [5] - ST United plans to acquire 100% of Runtian Industrial and will resume trading on May 29 [5] - Taiji Industry intends to repurchase shares worth 100 million to 120 million yuan [5] - China Energy Construction's subsidiary won a coal and power project contract worth approximately 145.86 billion yuan [5]

证券代码：603390 证券简称：通达电气 公告编号：2025-022 广州通达汽车电气股份有限公司 关于股票交易风险提示性公告 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： 股票累计涨幅较大风险。广州通达汽车电气股份有限公司（以下简称 "公司"）股票 2025 年 5 月 26 日、5 月 27 日、5 月 28 日，连续三个交易日收 盘价格涨停，收盘价累计上涨幅度为 30.01%。根据同花顺数据，同期汽车零部 件行业平均涨幅约为 0.02%，同期上证指数涨幅约为-0.25%，公司股票价格短期 内涨幅明显高于同期行业及上证指数涨幅，存在市场情绪过热的情形。 市盈率过高的风险。2025 年 5 月 28 日，公司静态市盈率为 219.18，滚 动市盈率为 172.29，公司市盈率显著高于行业平均水平，可能存在市场情绪过热、 非理性炒作风险。 外部流通盘相对较小风险。截至 2025 年 5 月 28 日，公司总股本 35,167.1984 万股，公司控股股东、实际控制人邢映彪、陈丽娜合计持有公司股 票 21,9 ...

Group 1: Stock Performance - Several stocks related to autonomous driving and nuclear power have shown significant price increases, with notable performances including: - Jinglv Environment with a 9.99% increase over two days [3] - Qiaoyin Co. with a 9.98% increase on its first board [3] - Qi Di Environment with a 10.11% increase on its first board [3] - Longcheng Electric with a 10.01% increase over three days [6] - Ruanfa Nuclear Power with a 9.99% increase over four days [6] Group 2: Industry Trends - The nuclear fusion industry is gaining traction, with a report from FIA indicating that 26 out of 37 surveyed companies believe the first nuclear fusion unit will be connected to the grid by 2035 [5] - The logistics sector is seeing increased investment in autonomous vehicles, with companies like Baixiniu securing 200 million yuan for deploying 2,000 unmanned vehicles across 50 cities [7] Group 3: Market Insights - The consumer market is showing signs of recovery, with the National Bureau of Statistics reporting a 4.7% year-on-year increase in total retail sales from January to April 2025, and a 5.1% increase in April alone [15] - The deep-sea technology sector is highlighted as having significant untapped potential, with 95% of global deep-sea areas yet to be developed [13]

Group 1: Market Overview - The A-share market opened slightly higher on May 28, with the Shanghai Composite Index up by 0.12%, the Shenzhen Component Index up by 0.25%, and the ChiNext Index up by 0.63% [1] - The logistics vehicle concept was notably active, driving the surge in unmanned sanitation vehicles, with several companies reaching their daily limit up [1] Group 2: Key Sectors and Stocks - The unmanned logistics vehicle sector saw significant activity, with companies like Cloud Inner Power, Tongda Electric, and others hitting their daily limit up, while stocks like Dadi Electric and Yuhua Tian rose over 10% [1] - Notable financing activities in the autonomous driving sector include White Rhino receiving 200 million yuan from SF Express for deploying 2,000 unmanned vehicles in 50 cities, and Jiusi Intelligent raising over 430 million USD, expecting to deliver over 3,000 units next year [1] Group 3: Institutional Perspectives - According to Everbright Securities, the market style may rotate between defensive and growth sectors, with a focus on stable or high-dividend industries under defensive style and thematic growth under growth style [3] - Dongfang Securities suggests that the market will primarily experience oscillatory adjustments in the short term, with the Shanghai Composite Index expected to consolidate between 3,300 and 3,400 points [4]

Core Viewpoint - The concept of unmanned logistics and sanitation vehicles is experiencing a resurgence, leading to significant stock price increases for several companies in this sector [1] Group 1: Market Activity - The unmanned logistics vehicle concept has been active, driving a surge in the unmanned sanitation vehicle sector [1] - Companies such as Yunnei Power, Tongda Electric, Jintui Environment, Fulongma, and Debon Logistics have reached their daily price limit [1] - Other companies like Dadi Electric, Yuhua Tian, Kejie Intelligent, and Tongxingbao have seen stock price increases of over 10% [1] Group 2: Financing and Growth - Several autonomous driving companies focused on logistics have completed financing this year, indicating strong investor interest [1] - Baixiniu received a joint investment of 200 million yuan from SF Express, planning to deploy 2,000 unmanned vehicles across 50 cities [1] - Jiusi Intelligent has raised over 430 million USD, with plans to deliver more than 3,000 vehicles next year [1]

Group 1 - The concept of autonomous driving remains active, with companies such as Tongda Electric (603390) and Yunnei Power (000903) experiencing three consecutive trading limit increases [1] - Other companies like Xingwang Yuda (002829), Jinjiang Online (600650), Golden Dragon Bus (600686), and Jiangling Motors (000550) also opened higher collectively [1] - There is a notable influx of dark pool funds into these stocks, indicating increased investor interest [1]

证券代码：603390 证券简称：通达电气 公告编号：2025-021 广州通达汽车电气股份有限公司 股票交易异常波动公告 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： 1 广州通达汽车电气股份有限公司（以下简称"公司"）股票于 2025 年 5 月 26 日、27 日连续二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》的有关规定，属于股票交易异常波动情形。 经公司自查，并书面问询公司控股股东及实际控制人，截至本公告披 露日，确认不存在应披露而未披露的重大事项或重要信息。 股票累计涨幅较大风险。公司股票 2025 年 5 月 26 日、27 日，二个交 易日内收盘价累计上涨幅度为 20.02%。根据同花顺数据，同期汽车零部件行业 平均涨幅约为 0.15%，公司股票价格短期内涨幅明显高于同期行业及上证指数涨 幅，存在市场情绪过热的情形。 股票换手率较高风险。2025 年 5 月 26 日、27 日，公司股票换手率分 别为 13.05%、22.65%，显著高于日常水平。鉴于公司股票 ...

证券代码：603390 证券简称：通达电气 公告编号：2025-020 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： ? 每股分配比例 A 股每股现金红利0.040元（含税） ? 相关日期 | | | | | 现金红利发放 | | --- | --- | --- | --- | --- | | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | | | | | | 日 | | Ａ股 | 2025/6/3 | － | 2025/6/4 | 2025/6/4 | ? 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经广州通达汽车电气股份有限公司（以下简称"公司"）2025 年 5 月 19 日的2024年年度股东大会审议通过。 二、 分配方案 广州通达汽车电气股份有限公司 (2)对于持有公司有限售条件流通股的自然人股东及证券投资基金 根据《关于实施上市公司股息红利差别化个人所得税政策有关问题的通知》 （财税201285 号）、 截至股权登记日下午上海证券交易所收市后， ...

证券代码：603390 证券简称：通达电气 公告编号：2025-020 广州通达汽车电气股份有限公司 2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.040元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放 | | --- | --- | --- | --- | --- | | | | | | 日 | | Ａ股 | 2025/6/3 | － | 2025/6/4 | 2025/6/4 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经广州通达汽车电气股份有限公司（以下简称"公司"）2025 年 5 月 19 日的2024年年度股东大会审议通过。 二、 分配方案 无限售条件流通股及有限售条件流通股的红利委托中国结算上海分公司通过 其资金清算系统向股权登记日上海证券交易所收市后登记在册并在上海证券交易 所各会员办理了指定交易的股东派发。已办理指定交易的投资者可于红 ...

Group 1 - The company held a performance briefing for the fiscal year 2024 and the first quarter of 2025 on May 26, 2025, via an online platform, allowing for interaction with investors [1] - The company reported a revenue of 665.68 million yuan for 2024, representing a year-on-year growth of 16.62%, and a net profit attributable to shareholders of 25.61 million yuan, also showing a year-on-year increase [2] - The company plans to enhance internal management through digital transformation and improve supply chain efficiency while maintaining a focus on R&D investment to increase product competitiveness [2][3] Group 2 - The company aims to deepen its involvement in the specialized vehicle sector, particularly in the development and promotion of new energy vehicles, including alcohol-hydrogen and pure electric vehicles [3] - The commercial vehicle industry is currently undergoing a transformation, with a reported decline in sales of 3.9% year-on-year, totaling 3.873 million units in 2024, while exports increased by 17.5% [3] - The long-term outlook for the commercial vehicle industry remains positive, driven by policy guidance, technological changes, and globalization trends, despite short-term pressures from economic cycles [3]