Market Overview - A-shares maintained a fluctuating upward trend, with the ChiNext Index rising over 1% at one point, and the North China 50 Index reaching a new high during the session [1] - The three major A-share indices collectively rose, with the Shanghai Composite Index up 0.21% to 3387.57 points, the Shenzhen Component Index up 0.44% to 10294.22 points, and the ChiNext Index up 0.83% to 2065.39 points [1] - The total trading volume in the Shanghai and Shenzhen markets was approximately 121.46 billion yuan, roughly equivalent to the trading volume on the previous day [1] Stock Movements - Several high-priced stocks exhibited volatility, with Chengfei Integration experiencing a significant drop after a strong performance, closing at a limit down [4][7] - Zhongyida's stock price surged over 312.90% from March 10 to May 20, but the company reported a loss for 2024, indicating a disconnection between stock price and fundamental performance [6] - Nanjing Port and Prince New Materials both displayed dramatic price movements, with Nanjing Port hitting a limit down before rebounding to a limit up [10][11] Sector Performance Gold Sector - The gold sector saw significant gains, with stocks like Laishen Tongling and Western Gold hitting the limit up, while several others rose over 5% [14] - Domestic and international gold prices continued to rise, with the main futures contract increasing over 3% and spot gold rising nearly 1% [16] Coal Sector - The coal sector showed strength, with Dayou Energy hitting the limit up and Shanmei International and Jinkong Coal rising approximately 6% [18] - Analysts noted a recovery trend in coal supply and demand, suggesting that coal prices may stabilize and rise in the upcoming peak season [20]

Core Viewpoint - Nanjing Port (002040) has issued a notice regarding its significant short-term stock price increase, indicating potential risks for investors [1] Company Overview - The main business activities of the company include providing services for the handling and storage of crude oil, refined oil, liquid chemical products, containerized cargo, and general cargo [1]

证券代码：002040 证券简称：南京港 公告编号：2025-032 南京港股份有限公司 股票交易异常波动暨风险提示公告 2. 公司未发现近期公共传媒报道了可能或已经对本公司股票交易价 格产生较大影响的未公开重大信息。 本公司及董事会全体成员保证公告内容的真实、准确和完整，并对公 告中的任何虚假记载、误导性陈述或者重大遗漏承担责任。 特别提示： 1. 公司股票价格于 2025 年 5 月 13 日、5 月 14 日连续两个交易日收 盘价格涨幅偏离值累计超过 20%，公司已于 5 月 15 日披露了《南京港股 份有限公司股票交易异常波动公告》（公告编号：2025-029）；公司股票 价格于 2025 年 5 月 15 日、5 月 16 日连续两个交易日收盘价格涨幅偏离 值累计超过 20%，公司已于 5 月 19 日披露了《南京港股份有限公司股票 交易异常波动公告》（公告编号：2025-030）。截至 2025 年 5 月 21 日， 7 个交易日内，公司股票已 6 个交易日涨停。 2. 公司目前从事的主要业务包括提供原油、成品油、液体化工产品、 集装箱及普通货物的装卸、仓储等服务。公司控股子公司南京港龙潭集装 ...

Core Viewpoint - Nanjing Port's stock experienced a significant increase, reaching the daily limit with a turnover rate of 26.42% and a trading volume of 1.576 billion yuan, indicating strong market interest and activity [2][3]. Trading Activity - The stock was listed on the Dragon and Tiger list due to a daily fluctuation of 22.26% and a daily price deviation of 10.00%, with institutional investors net buying 11.2518 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 290 million yuan, with a net buying amount of 26.596 million yuan [2]. - Two institutional special seats were involved in the trading, with a total buying amount of 36.9783 million yuan and a selling amount of 25.7265 million yuan, resulting in a net purchase of 11.2518 million yuan [2]. Fund Flow - The stock saw a net inflow of 125 million yuan from major funds today, with a significant inflow of 120 million yuan from large orders [3]. - Over the past five days, the net inflow of major funds amounted to 110 million yuan [3]. - Historical data indicates that the stock has been listed on the Dragon and Tiger list five times in the past six months, with an average price increase of 2.14% the following day and an average increase of 16.44% over the next five days [3].

Market Overview - On May 21, the three major A-share indices opened mixed, with the Shanghai Composite Index up 0.13%, the Shenzhen Component Index up 0.08%, and the ChiNext Index up 0.33% [3] - The precious metals sector showed strength in early trading, while innovative drug concept stocks experienced fluctuations [3][4] Precious Metals Sector - Gold stocks opened significantly higher, with companies like Cuihua Jewelry, Chaohongji, and Zijin Mining rising over 3% [10] - The price of spot gold surpassed $3,290 per ounce, with COMEX gold futures reported at $3,298.7 per ounce, reflecting a daily increase of 0.43% [12] Innovative Drug Sector - Innovative drug concept stocks saw a surge, with Shuyou Shen and Sanofi Guojian both hitting the 20% daily limit up [5] - Sanofi Pharmaceutical announced a global licensing agreement with Pfizer for its breakthrough PD-1/VEGF bispecific antibody (SSGJ-707), which includes an upfront payment of $1.25 billion and potential milestone payments totaling up to $6.05 billion, setting a record for Chinese innovative drug licensing [7][8] Company Performance - Shuyou Shen's stock price reached 14.15, with a 20.02% increase, while Sanofi Guojian's stock price was 47.24, up 19.99% [6] - The trading volume for Shuyou Shen was 33.83 million, with a turnover rate of 7.17% [6] Nanjing Port - Nanjing Port's stock experienced significant volatility, with a trading volume of 10.49 billion and a turnover rate of 18.14% [14] - Since May 13, Nanjing Port's stock price has increased by over 88% [15]

（文章来源：证券时报网） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.05.20 | 6.49 | 26.65 | -156.70 | | 2025.05.19 | 9.97 | 1.63 | 4151.37 | | 2025.05.16 | 10.00 | 19.36 | -9485.57 | | 2025.05.15 | 10.06 | 1.36 | 3926.99 | | 2025.05.14 | 10.03 | 13.95 | 1878.17 | | 2025.05.13 | 10.03 | 9.62 | 3330.55 | | 2025.05.12 | 0.14 | 2.61 | -201.87 | | 2025.05.09 | 0.87 | 3.30 | 690.13 | | 2025.05.08 | 0.29 | 2.65 | 1400.01 | | 2025.05.07 | 1.17 | 3.44 | -569.45 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨 ...

Core Viewpoint - The port and shipping stocks experienced a significant drop at the opening but quickly rebounded, with Nanjing Port showing a remarkable performance by hitting the daily limit up [1] Group 1: Market Performance - Port and shipping stocks opened significantly lower but rapidly recovered [1] - Nanjing Port demonstrated a "limit up" performance, indicating strong investor interest [1] - Other ports such as Chongqing Port also reached the daily limit up, while Lianyungang, COSCO Shipping, Ningbo Maritime, Xiamen Port, and Rizhao Port followed with gains [1]

Group 1 - The core viewpoint indicates a significant adjustment in the port and shipping sector, leading to a sharp decline in the stock price of Ningbo Ocean (601022), which hit the daily limit down [1] - Other companies in the sector, such as Lianyungang (601008), Ningbo Shipping (600798), Nanjing Port (002040), and Phoenix Shipping (000520), also experienced declines in their stock prices [1] - There is a noted influx of dark pool capital into these stocks, suggesting potential interest from institutional investors despite the current downturn [1]

南京港股份有限公司 2024年度股东大会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，并对公 告中的虚假记载、误导性陈述或者重大遗漏承担责任。 证券代码：002040 证券简称：南京港 公告编号：2025－031 特别提示： 1. 本次股东大会未出现否决提案的情形。 2. 本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1. 召开方式：现场表决与网络投票相结合的方式。 2. 现场会议召开时间：2025 年 5 月 20 日（周二）下午 14:00 3. 现场会议召开地点：南京市鼓楼区公共路 19 号南京港口大厦 A 座 1922 会议室。 4. 网络投票时间：通过深圳证券交易所交易系统进行网络投票的具 体时间为 2025 年 5 月 20 日 9:15—9:25，9:30—11:30 和 13:00—15:00；通 过深圳证券交易所互联网投票系统投票时间为：2025 年 5 月 20 日 9:15 至 15:00 期间的任意时间。 二、提案审议表决情况 经合并统计现场和网络投票表决结果，本次股东大会审议通过了如下 议案： 1. 审议通过《关于 2 ...

江苏泰和律师事务所 关于南京港股份有限公司 2024 年年度股东大会的 法律意见书 2016.01.16 签署版 法律意见书 江苏泰和律师事务所 关于南京港股份有限公司 2024 年年度股东大会的 法律意见书 致：南京港股份有限公司 根据《中华人民共和国证券法》《中华人民共和国公司法》（以下简称"《公 司法》"）、中国证券监督管理委员会《上市公司股东会规则》（以下简称"《股 东会规则》"）、《深圳证券交易所上市公司自律监管指引第 1 号——主板上市 公司规范运作》（以下简称"《自律监管指引第 1 号》"）等法律、法规、规范 性文件和《南京港股份有限公司章程》（以下简称"《公司章程》"）的有关规 定，江苏泰和律师事务所（以下简称"本所"）接受南京港股份有限公司（以下 简称"公司"）的委托，指派律师（以下简称"本所律师"）出席公司 2024 年 年度股东大会（以下简称"本次股东大会""会议"），并出具本法律意见书。 为出具本法律意见书，本所律师依据《律师事务所从事证券法律业务管理办 法》和《律师事务所证券法律业务执业规则（试行）》等规定，严格履行了法定 职责，遵循了勤勉尽责和诚实信用原则，对本次股东大会所涉及的相 ...