Market Overview - The Shanghai Composite Index increased by 0.14% as of 10:28 AM, with a trading volume of 470.90 billion shares and a turnover of 564.58 billion yuan, a decrease of 4.56% compared to the previous trading day [1] Industry Performance - The top-performing industries included: - Beauty Care: Increased by 3.21% with a transaction amount of 60.32 billion yuan, up 14.82% from the previous day, led by Beitaini with a rise of 12.83% [1] - Comprehensive: Increased by 1.90% with a transaction amount of 13.55 billion yuan, up 3.98%, led by Zhangzhou Development with a rise of 4.98% [1] - Non-ferrous Metals: Increased by 1.68% with a transaction amount of 203.46 billion yuan, up 42.48%, led by Western Gold with a rise of 10.03% [1] - The worst-performing industries included: - Household Appliances: Decreased by 1.57% with a transaction amount of 86.91 billion yuan, up 13.63%, led by Gree Electric with a decline of 3.02% [2] - Steel: Decreased by 1.55% with a transaction amount of 28.09 billion yuan, up 41.91%, led by Benxi Steel with a decline of 7.23% [2] - Coal: Decreased by 1.17% with a transaction amount of 30.97 billion yuan, up 49.83%, led by China Coal Energy with a decline of 3.27% [2] Stock Performance - A total of 3,065 stocks rose, with 55 hitting the daily limit up, while 2,094 stocks fell, with 5 hitting the daily limit down [1]

" 围观者危矣。 " 作者丨徐陟 编辑丨刘伟 5月27日，小米集团发布2025年第一季度业绩报告，营收、经调净利再创新高，其中智能大家电收入翻倍 增长，空调、冰箱、洗衣机产品的出货量及增速均创下佳绩。在近期的小米15周年战略新品发布会上，雷 军用"气势如虹"来形容小米的科技家电，并宣布将家电业务升级为集团战略业务。 这场对传统家电巨头腹地的奇袭，引发了业界对于家电行业未来格局的无限遐想。因为就在不久前，美的 集团董事长方洪波在接受采访时透露，小米宏大愿景之一就是大家电三年之内成为中国头部（前三）。当 时间指针拨向2028年，在这场多方角力的战场，伴随小米家电的崛起，究竟是谁会率先离场？（美的、格 力、海尔，小米想把哪一家挤下去？欢迎添加作者微信 Angiee0620 分享不同观点。） 01 面对冲击，传统巨头开启竞合新模式——近期美的与海信达成战略合作，在AI应用、全球先进制造等领域 深度协同，标志着行业从零和博弈转向生态竞合。这场由鲶鱼效应引发的行业升维竞争，正加速中国家电 产业进入生态竞合新阶段。 小米之矛 小米集团发布的2025年第一季度业绩报告，无疑是一份令人振奋的成绩单。一季度小米营收1113亿元， ...

5月份，格力电器和江苏银行均获得6家券商推荐，当月股价分别上涨4.11%、8.07%；海大集团获得5家 券商推荐，当月股价上涨9.25%。 券商金股组合指数的表现也能反映出券商研究所的业务实力。5月份，有26只券商金股组合指数实现上 涨，其中14只券商金股组合指数当月涨超3%。"国元证券金股指数"当月上涨11.91%，涨幅居首；"国盛 证券金股指数""华创证券金股指数""浙商证券金股指数"当月分别上涨5.29%、4.8%、4.63%。 本报记者 周尚伃 见习记者 于宏 近日，券商密集发布6月份金股名单。截至6月2日，券商已合计推荐132只金股，其中，亚钾国际被推荐 次数暂居第一，已获得4家券商推荐。从行业分布来看，上述132只金股中，来自工业和信息技术行业 （Wind一级行业，下同）的金股数量较多。展望6月份市场行情，多位券商分析师预计，科技、消费板 块仍为投资主线。 5月份最强金股涨超45% 回顾5月份，券商5月份合计推荐的272只金股中，132只金股当月股价实现上涨，占比48.53%。32只金 股当月股价涨幅超10%，占比11.76%。 具体来看，5月份涨幅最高的金股为天风证券推荐的潮宏基，当月涨幅为45 ...

以下文章来源于桌子的生活观 ，作者桌子先生 桌子的生活观 . 三观比五官更正，思想比套路更深。著有畅销书《你只是假装很努力》、《我们终将与美好的一切相 遇》.... 作者：桌子先生 来源：桌子的生活观 01 这几天，热搜上讨论得最多的话题，就是" 董明珠和孟羽童合体直播 "的新闻了。 这对"职场母女"，反目成仇，分分合合，时好时坏，那叫一个跌宕起伏。 从当初的"一眼相中"到后来的"分道扬镳"，孟羽童和董明珠的故事，堪称职场版的"甄嬛传"。 谁也没想到， 这两个看似不能和解的人，竟然还会来一场"世纪大和解" 。 从热度上来看，这个策划毫无疑问是成功的。 但这次直播现场，还是整出不少"幺蛾子"。 一开始，两人一见面就来了一个温情拥抱，画面十分温馨。 但直播过程中，董明珠搂着孟羽童，在看上去充满温情的肢体语言下， 一开口却又双叒叕开始翻旧 账： 批评孟羽童"当年不守规矩，接私活，不听话"； "给别人做一个广告，好像收入增加了一点，但你失去了更多的是我们人生的价值。" 不到一天的时间，这场直播迅速登上热搜，话题阅读量破亿。 相关新闻每一条都有百万人次的在看。 而带货成绩也很可观，当晚"格力明珠精选"直播间观看人次突破 ...

望向东方，A股与楼市迎来新一轮政策刺激，好房子成优质资产，囤金仍在继续..... 这个5月，市场无比热闹，稀土暴涨引各经济体"求松绑"，全球摆烂美债遭抛售日债正暴雷，不仅如此，美国被三大评级降级， @K线论势、@超政经、@郭施亮的博客、@财商侠客行、@标点财经、@锦缎、@融资中国、@GPLP、@ATFX中文官方、@黄欣伟如何看待5月市场动 向，他们心中下一个"黄金"又在哪里？ 稀土价格暴涨趋势还能有多久？ @K线论势：中国对某些中重稀土相关物项实施了出口管制，这一措施导致了国际市场上稀土价格的显著上涨，中国4月4日宣布对7类中重稀土相关物项实 施出口管制后,稀土金属价格在数周内达到创纪录的高位。 据报导，截至5月1日,欧洲镝价自4月初以来已上涨两倍,达每公斤850美元;鋱价则从每公斤965美元 上涨至3000美元。 稀土金属被称为"工业维生素"，即使少量添加也能提高材料性能，因此对制造电动汽车、风力涡轮发电机和飞机等先进产品至关重要。全球绝大多数稀土来 自中国，中国的限制出口措施引发了海外市场的稀土短缺，从而推高了国内外的稀土价格，预计这种上涨趋势可能会持续，并且短期内海外稀土价格可能高 于国内价格，但中期来 ...

Core Viewpoint - The Shanghai Composite Index opened high and rose, with the CSI 300 Non-Cyclical Industry Index increasing by 0.81% to 4343.05 points, with a trading volume of 153.275 billion yuan [1] Group 1: Index Performance - The CSI 300 Non-Cyclical Industry Index has risen by 1.03% over the past month, declined by 3.86% over the past three months, and decreased by 3.67% year-to-date [1] - The CSI 300 Non-Cyclical Industry Index is composed of listed companies from cyclical and non-cyclical industries, providing diverse investment options for investors [1] Group 2: Index Holdings - The top ten weights in the CSI 300 Non-Cyclical Industry Index are: Kweichow Moutai (7.6%), CATL (5.23%), Midea Group (3.03%), Yangtze Power (2.91%), BYD (2.57%), Wuliangye (1.94%), Heng Rui Medicine (1.9%), Gree Electric (1.62%), Yili Group (1.52%), and SMIC (1.3%) [1] - The market share of the CSI 300 Non-Cyclical Industry Index holdings is 53.92% from the Shanghai Stock Exchange and 46.08% from the Shenzhen Stock Exchange [1] Group 3: Industry Composition - The industry composition of the CSI 300 Non-Cyclical Industry Index includes: Industrial (23.54%), Information Technology (20.07%), Consumer Staples (16.96%), Consumer Discretionary (12.91%), Healthcare (10.09%), Communication Services (6.89%), Utilities (6.00%), and Materials (3.55%) [2] Group 4: Sample Adjustment - The index samples are adjusted biannually, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Temporary adjustments occur when the CSI 300 Index samples are modified, and companies are removed from the index if they are delisted or undergo significant changes [2] Group 5: Tracking Funds - Public funds tracking the CSI 300 Non-Cyclical Industry Index include: Chang'an 300 Non-Cyclical C and Chang'an 300 Non-Cyclical A [3]

Group 1 - Xiaomi aims to become a top player in the air conditioning market in mainland China by 2030, with a sales target of being third in the market this year [1] - The air conditioning market is currently experiencing a price war, intensified by Xiaomi's aggressive pricing strategy [6][8] - Xiaomi's air conditioning business has shown rapid growth, with Q1 revenue from IoT and lifestyle products reaching 32.3 billion yuan, a year-on-year increase of 58.7% [2] Group 2 - Xiaomi's air conditioning shipment exceeded 1.1 million units in Q1, representing a growth rate of over 65%, but this is still small compared to the overall market [2] - The company plans to increase its offline presence by adding 5,000 more Xiaomi stores this year, enhancing both quantity and quality of retail locations [3] - The air conditioning market is entering a phase of stock competition, with Xiaomi's growth coming at the expense of other manufacturers [4] Group 3 - Major competitors like Gree and Midea are responding to Xiaomi's market entry by adopting similar low-price strategies [7] - The online air conditioning market shares for April showed Midea at approximately 25.5%, Gree at 24%, and Xiaomi at 14.5%, while in the offline market, Gree and Midea significantly outperformed Xiaomi [5] - The price war is expected to escalate during the upcoming 618 shopping festival, with Xiaomi's air conditioning products priced lower than those of its competitors [6][8]

保险 队 中国人保 中国太保 中国平安 ■《》 3586.57亿市值 3334.41亿市值 9746.12亿市值 18.68亿成交额 5.80亿成交额 11.73亿成交额 53.52 8.11 34.66 +0.46(+1.35%) +0.23(+0.43%) -0.10(-1.22%) 酸酒行业 贵州茅台 五粮液 山西汾酒 19345.45亿市值 2290.85亿市值 4942.06亿市值 10.48亿成交额 20.36亿成交额 33.75亿成交额 1540.00 187.78 127.32 -0.22(-0.12%) +0.40(+0.32%) +3.00(+0.20%) 半导体 北方华创 寒武纪-U 2271.53亿市值 2558.59亿市值 15.27亿成交额 26.75亿成交额 425.24 612.90 +7.90(+1.89%) +2.91(+0.48%) 汽车整车 铁路公路 比亚迪 长城汽车 京沪高铁 2897.28亿市值 10974.98亿市值 1959.28亿市值 69.43亿成交额 3.62亿成交额 3.67亿成交额 5.90 22.89 361.13 -1.75(-0.48%) -0. ...

Core Insights - The article highlights the impressive financial performance of China's major home appliance companies in 2024, with Midea leading the growth with a revenue of 409.1 billion yuan, a 9.5% increase year-on-year [3][4][6] - The growth of these companies is attributed to two main factors: globalization and premiumization, as they adapt to changing market dynamics and consumer preferences [7][10] Group 1: Financial Performance - Midea's revenue reached 409.1 billion yuan, marking a 9.5% year-on-year growth, making it the fastest-growing company among the four major appliance manufacturers [3][4] - Haier and TCL both reported revenues close to 300 billion yuan, with growth rates, while Hisense achieved a revenue of 151.3 billion yuan, reflecting an 8.7% increase [4][6] - Gree Electric Appliances, however, experienced a decline in revenue, reporting 190 billion yuan, a 7.31% drop [6] Group 2: Market Trends - The report indicates a trend of slowing growth in China's white goods market, while the black goods segment is seeing a shift towards high-end and smart products as key growth drivers [7][10] - The overseas market contribution has significantly increased, with major Chinese appliance companies adopting an OBM (Own Brand Manufacturing) strategy [7][10] Group 3: Globalization and Premiumization - Midea's overseas revenue reached 169.03 billion yuan, a 12.01% increase, with overseas sales accounting for 41.32% of its total revenue [8] - Haier's overseas revenue grew by 13% to 1.44 billion yuan, while Hisense's overseas revenue surged by 28% [8] - The article emphasizes that the high growth rates of these companies are primarily driven by their global expansion and focus on high-end products [9][10] Group 4: Strategic Initiatives - Midea has established 22 R&D centers globally, focusing on localized product development to meet regional demands, which has enhanced its competitive edge [13][14] - Haier has successfully implemented a multi-brand strategy and has made significant investments in North America, with 80% of its U.S. sales produced locally [15][19] - TCL's strategy focuses on large-screen products, with a 100.5% increase in shipments of 75-inch and larger TVs, indicating a strong push towards premium offerings [23][24] Group 5: Market Positioning - The article notes that Chinese home appliance brands are becoming increasingly popular in international markets, with significant growth in exports to Asia, Latin America, and Africa [29][30] - Chinese appliance manufacturers have established a strong global presence, with Haier and Hisense leading in various segments, including high-end markets [30][31]

金融界5月28日消息，上证指数高开震荡，沪深300深市指数 (300深市，399972)下跌0.15%，报4263.79 点，成交额750.75亿元。 数据统计显示，沪深300深市指数近一个月上涨1.17%，近三个月下跌7.79%，年至今下跌4.90%。 据了解，沪深300深市指数选取沪深300指数样本中所有深市上市公司证券组成指数样本，为投资者提供 更多样化的投资标的。该指数以2004年12月31日为基日，以1000.0点为基点。 从沪深300深市指数持仓样本的行业来看，工业占比23.68%、信息技术占比17.55%、可选消费占比 15.90%、主要消费占比10.35%、金融占比8.79%、医药卫生占比8.66%、通信服务占比7.95%、原材料占 比5.25%、房地产占比1.13%、公用事业占比0.46%、能源占比0.25%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。遇临时调整时，当沪深300指数调整样本时，指数样本随之进行相应调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持 ...