Market Overview - The Shanghai Composite Index fell by 0.23% on April 30, with 21 out of the 28 sectors rising, led by the computer and automotive sectors, which increased by 2.33% and 1.59% respectively [2] - The banking and steel sectors experienced the largest declines, with decreases of 2.09% and 1.35% respectively [2] - Overall, there was a net outflow of 1.431 billion yuan from the main funds in the two markets, with 13 sectors seeing net inflows [2] Sector Performance - The computer sector had the highest net inflow of funds, totaling 2.428 billion yuan, contributing to its 2.33% rise [2] - The automotive sector followed with a net inflow of 2.231 billion yuan and a daily increase of 1.59% [2] - The banking sector faced the largest net outflow, amounting to 2.011 billion yuan, followed by the non-ferrous metals sector with a net outflow of 1.450 billion yuan [2] Basic Chemical Industry - The basic chemical industry saw a decline of 0.29%, with a total net outflow of 1.279 billion yuan [3] - Out of 401 stocks in this sector, 151 stocks rose, while 233 stocks fell [3] - The top three stocks with the highest net inflow were Hongbaoli (2.34 billion yuan), Dongfang Materials (1.83 billion yuan), and Nanjing Chemical Fiber (1.51 billion yuan) [3] Top Gainers in Basic Chemical Industry - Hongbaoli: +2.34 billion yuan, -2.05% change [4] - Dongfang Materials: +1.82 billion yuan, +4.76% change [4] - Nanjing Chemical Fiber: +1.51 billion yuan, +10.00% change [4] Top Losers in Basic Chemical Industry - Huafeng Super Fiber: -1.771 billion yuan, -3.59% change [5] - Yuzhong Three Gorges A: -1.576 billion yuan, +10.06% change [5] - New Han New Materials: -1.047 billion yuan, -5.03% change [5]

业绩超预期 4月30日涨停分析 今日共73股涨停，连板股总数10只，26股封板未遂，封板率为73%（不含ST股、退市股）。焦点股方面，机器人上游PEEK材料概念股中欣氟材7天5板，业 绩超预期的鸿博股份与渝三峡Ａ4连板，参股AI企业的东珠生态6天4板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 宁波东力 | 6天3板 | 10.04% | 13:48 | 机器人 | | 002164 | | | | | | 全筑股份 | 2天2板 | 10.00% | 09:30 | 机器人 | | 603030 | | | | +基建 | | 中超控股 | 首板 | 10.00% | 09:30 | 机器人 | | 002471 | | | | | | 精工科技 | 首板 | 9.97% | 11:01 | 机器人+低 | | 002006 | | | | 空经济 | | 振江股份 | 首板 | 10.01% | 11:23 | 外骨骼 | | 603507 | | | | 机器人 | | 新兴装备 | 首板 | 9.99% | ...

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]

Core Viewpoint - The recent disclosure of Q1 earnings reports has led to a significant rally in growth stocks, with many companies experiencing substantial gains in their stock prices [1][2]. Group 1: Earnings Performance - As of April 29, 2025, 1,481 A-share listed companies disclosed their Q1 earnings, with 1,109 reporting profits and 372 reporting losses [2]. - Cumulatively, 4,272 A-share companies have disclosed their Q1 earnings, with 3,313 reporting profits and 959 reporting losses [2]. - Among the disclosed earnings, 1,712 companies had a net profit growth exceeding 10%, 872 had growth over 50%, 542 had growth over 100%, and 55 had growth over 1,000% [2]. Group 2: Sector Performance - Financial and consumer sectors have shown strong performance since late March and into April, with significant outperformance compared to the overall A-share market [3]. - Key sectors with notable earnings improvements include machinery, electronics, automotive, and pharmaceuticals, with year-on-year profit growth rates of 175%, 83%, 77%, and 55% respectively [5]. - Cyclical industries such as non-bank financials, non-ferrous metals, and transportation also reported strong earnings growth, with year-on-year profit growth rates of 80%, 74%, and 47% respectively [5]. Group 3: Stock Market Reactions - Several companies, including Yuzhong Sanxia A, Hongbo Co., and Huayang New Materials, have seen their stock prices surge, with multiple consecutive trading days of gains [1]. - Other companies such as Jinchuang Group, Daodaquan, and Shenkai Co. also reached their daily price limits, indicating strong market interest [1].

Market Overview - The A-share market continues to exhibit a narrow fluctuation pattern, with the PEEK materials concept sector experiencing a significant surge, with intraday gains exceeding 8% [1][4][8] - The overall performance of the A-share market remains stable, with major indices showing low volatility levels for the year [4] Sector Performance - The daily chemical sector saw a substantial increase, with intraday gains approaching 3%, featuring stocks like Marubi Biotechnology and Shanghai Jahwa among the top performers [5] - The home furnishing sector also rose significantly, with intraday gains exceeding 2%, highlighted by Gujia Home's stock hitting the daily limit [6] - Other sectors such as advertising packaging, electrical instruments, public transportation, and industrial machinery also reported notable gains [7] Futures Market - The futures market displayed a relatively calm performance overall, although the shipping futures continued to plummet, with the European shipping index main futures experiencing an intraday drop of over 9% [2][16] - Since April, the European shipping index main futures have been on a downward trend, accumulating a decline of over 40% due to international circumstances and supply-demand dynamics [3][17] Individual Stock Movements - Individual stock performance has shown divergence, with some stocks experiencing consecutive daily limit increases, such as Hongbo Co. and Yuzhong Sanxia A, both hitting the daily limit for three consecutive trading days [10][11] - Conversely, ST Saiwei has faced a continuous decline, hitting the daily limit down for three consecutive trading days, with warnings regarding its financial stability [12] Hong Kong Market - The Hong Kong market performed relatively well, with the Hang Seng Index and the Hang Seng Tech Index showing intraday gains of over 1% and 2% respectively [14] - The pharmaceutical sector in Hong Kong saw significant gains, with companies like Alibaba Health and WuXi AppTec among the top performers [15]

Group 1 - The stock of Yuzhong Sanxia A has hit the daily limit for three consecutive trading days, with a current price of 6.86 yuan and a total market capitalization of 2.974 billion yuan [2] - During the continuous limit-up period, the stock has increased by 33.20% with a cumulative turnover rate of 17.50% [2] - As of April 28, the margin trading balance for the stock is 120 million yuan, with a financing balance of 120 million yuan, reflecting a day-on-day increase of 1.10% [2] Group 2 - The company's Q1 report shows total operating revenue of 7.4 million yuan, a year-on-year increase of 7.35%, while net profit is 5.25 million yuan, a year-on-year decrease of 53.16% [2] - The stock has seen significant net inflows from main funds, with a net inflow of 23.79 million yuan on April 28 [2] - The stock has been listed on the Dragon and Tiger list due to a cumulative price deviation of 20% over three trading days and a daily amplitude of 15% [2]

1、行情 呃……今天感觉才是今年以来最平淡的一天。（每天都在刷新犯困新记录） 题材方面，PEEK材料早盘冲高，肯特股份20CM涨停（炸），新瀚新材、中欣氟材、南京聚隆、中研股份等集体大幅冲高； 电力板块继续局部走强，华银电力3连板，华电辽能、华电能源2连板，京能电力、新能泰山、闽东电力（炸）等涨停； IP经济板块盘中异动走强，创源股份一度涨超15%，掌阅科技一度涨停（炸），华立科技、高乐股份、实丰文化、广博股份等均有局部脉冲； 此外，一季报增长、算力、化工等均有局部强势表现，地产产业链、一季报亏损、消费等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收跌0.2%、0.62%、0.65%，市场超4100股下跌，1200余股上涨。 2、泡泡玛特 周末刷抖音的时候刷到过好几次说泡泡玛特海外新店开业，或者新品发布的场景，都是有超长的排队。 排队的除了海外留学生外还有不少老外，我还刷到了几个老外拍视频拆泡泡玛特盲盒的视频。 除了短视频上热度外，据七麦数据显示，4月25日，泡泡玛特登上美国App STORE购物榜第一、总榜第四。 而此次泡泡玛特官方应用登顶与泡泡玛特近期上市的新品密切相关。 4月24日，泡泡玛特旗下超人 ...

一、说明会召开的时间、地点和方式 会议召开时间：2025 年 5 月 9 日（星期五）15：00-16：00 会议召开地点：深圳证券交易所"互动易"平台"云访谈"栏目 会议召开方式：网络互动方式 证券代码：000565 证券简称：渝三峡 A 公告编号：2025-025 重庆三峡油漆股份有限公司 关于举办 2024 年度业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 重庆三峡油漆股份有限公司（以下简称"公司"）已于 2025 年 4 月 25 日在 巨潮资讯网上披露了《2024 年年度报告全文》及《2024 年年度报告摘要》。为 便于广大投资者更加全面深入地了解公司经营业绩、发展战略等情况，公司定于 2025 年 5 月 9 日（星期五）15：00-16：00 在深圳证券交易所"互动易"平台"云 访谈"栏目举办重庆三峡油漆股份有限公司 2024 年度业绩说明会，与投资者进 行沟通和交流，广泛听取投资者的意见和建议。 三、参加人员 董事长秦彦平，独立董事宋蔚蔚，财务总监郭志强，董事会秘书曹芳（如遇 特殊情况，参会人员可能进行调整）。 敬请广大投资 ...

证券代码：000565 证券简称：渝三峡 A 公告编号：2025-026 重庆三峡油漆股份有限公司 股票交易异常波动公告 4.经核实，公司及控股股东、实际控制人不存在关于公司应披露而未披露的 重大事项或处于筹划阶段的重大事项。 5.经核实，公司控股股东、实际控制人未在公司股票异常波动期间买卖公司 股票。 三、是否存在应披露而未披露信息的说明 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 重庆三峡油漆股份有限公司（以下简称"公司"）股票（证券代码：000565， 证券简称：渝三峡 A）连续 2 个交易日（2025 年 4 月 25 日、2025 年 4 月 28 日） 收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所的有关规定，属于股票 交易异常波动情形。 二、公司关注及核实情况的说明 针对公司股票交易异常波动的情况，公司进行了全面自查，并向公司控股股东、 实际控制人就相关问题进行了核实，确认公司及公司控股股东、实际控制人均不存 在应披露而未披露的重大信息，有关核实情况如下： 1.公司前期披露的信息不存在需要更正、补充之处。 2 ...

4月24日晚间，渝三峡A(000565)发布2024年业绩报告，公司实现营业收入3.50亿元，同比下降29.94%， 净利润436.69万元，扣非后净利润883.24万元。均实现扭亏为盈；拟向全体股东每10股派发现金红利 0.15元（含税）。 公司称，2024年，传统防腐涂料行业低迷，市场竞争加剧，导致主营业务深度回调；面对严峻挑战，公 司围绕"守正创新，自立自强"的发展主线，回归商业本质，坚持"以市场为导向、以客户为中心"的经营 理念，狠抓研发、营销两大发展引擎，保持了生产经营稳健运行。 报告期内，公司加大创新力度，新能源涂料领域取得新突破。安全型醇酸涂料实现产业化应用，创下单 品销售新高；公司自行研制的新型环氧固化剂有效降低了公司重防腐涂料原材料成本。积极开展全方位 对外技术创新合作，同科研机构、院校、行业公司"产、学、研"结合，加快新技术、新产品、新工艺研 发应用，实现产业化。 （文章来源：证券时报网） 同时，与外部企业探索超细金属粉末在涂料领域的应用潜力、合作开发"光伏边框用拉挤复合材料树 脂"。推动公司技术和产品向高分子复合材料领域拓展，力争打造公司的第二主业，目前，项目进展顺 利。 此外，公司积极 ...