Group 1 - The epoxy propylene sector experienced a decline of 1.90%, ranking among the top losers in the concept sector, with notable declines from companies such as Hongqiang Co., Kent Catalysis, and Hongbaoli [1] - The top gainers in the epoxy propylene sector included Bohai Chemical, Guoen Co., and Zhongchumai, with increases of 3.05%, 0.95%, and 0.69% respectively [1] - The overall market saw a net outflow of 347 million yuan from the epoxy propylene sector, with 17 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 10 million yuan [1] Group 2 - Hongbaoli led the net outflow with 198 million yuan, followed by Hangjin Technology, Hongqiang Co., and Kent Catalysis, with net outflows of 44.63 million yuan, 39.58 million yuan, and 24.99 million yuan respectively [1] - The top net inflows in the sector were seen in Bohai Chemical, Sinochem International, and China Chemical, with net inflows of 25.68 million yuan, 9.25 million yuan, and 1.62 million yuan respectively [2] - The trading volume for Hongbaoli was 21.49%, while the trading volume for Bohai Chemical was 9.36% [2]

Market Performance - The photoresist concept sector declined by 1.60%, ranking among the top declines in the concept sector as of the market close on May 28 [1] - Within the sector, stocks such as Guofeng New Materials, Xilong Science, and Kent Catalysts experienced significant declines, while 16 stocks saw price increases, with Ruile New Materials, Tongcheng New Materials, and Aolaide leading the gains at 5.08%, 2.99%, and 2.74% respectively [1] Capital Flow - The photoresist concept sector experienced a net outflow of 1.135 billion yuan, with 51 stocks seeing net outflows, and 7 stocks having outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Kaimete Gas, with a net outflow of 274 million yuan, followed by Hongbaoli, Feikai Materials, and Guofeng New Materials with net outflows of 198 million yuan, 115 million yuan, and 79.89 million yuan respectively [2] Top Gainers and Losers - The top gainers in the photoresist concept stocks included Tongcheng New Materials, Ruile New Materials, and Qicai Chemical, with net inflows of 37.81 million yuan, 36.54 million yuan, and 30.98 million yuan respectively [2][4] - The stocks with the largest declines included Kaimete Gas at -3.90%, Hongbaoli at -5.13%, and Feikai Materials at -4.16% [3][4]

证券代码：002165 证券简称：红宝丽 公告编号：临 2025－032 红宝丽集团股份有限公司 关于第二期员工持股计划锁定期届满的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏 红宝丽集团股份有限公司（以下简称公司）第十届董事会第十二次会议、第 十届监事会第十一次会议及 2024 年第二次临时股东大会审议通过了《红宝丽集 团股份有限公司-第二期员工持股计划（草案）及摘要》（以下简称"第二期员 工持股计划"或"本次员工持股计划"）、《红宝丽集团股份有限公司-第二期 员工持股计划管理办法》及《关于提请股东大会授权董事会办理员工持股计划有 关事项的议案》等相关议案，同意公司实施第二期员工持股计划，并授权公司董 事会办理员工持股计划的相关事宜。具体内容详见公司于 2024 年 3 月 15 日、2024 年 4 月 2 日刊登在巨潮资讯网（www.cninfo.com.cn）上的相关公告。 公司第二期员工持股计划锁定期将于 2025 年 5 月 29 日届满，根据《关于上市 公司实施员工持股计划试点的指导意见》及《深圳证券交易所上市公司自律监管指 引第 1 ...

Market Overview - The Shanghai Composite Index fell by 0.94% on May 23, with only three sectors rising, namely automotive, pharmaceutical biology, and basic chemicals, which increased by 0.42%, 0.42%, and 0.05% respectively [1] - The main funds in the two markets experienced a net outflow of 28.926 billion yuan, with only three sectors seeing net inflows: automotive (3.202 billion yuan), pharmaceutical biology (1.107 billion yuan), and basic chemicals (462 million yuan) [1] Basic Chemicals Sector - The basic chemicals sector rose by 0.05% with a net inflow of 462 million yuan, comprising 400 stocks, of which 161 rose and 223 fell, with 11 hitting the daily limit [2] - Among the stocks with net inflows exceeding 100 million yuan, the top three were Youfu Co. (471 million yuan), Yanggu Huatai (340 million yuan), and Guofeng New Materials (292 million yuan) [2] - The stocks with the largest net outflows included Hongbaoli (281 million yuan), Hanjin Technology (157 million yuan), and Yuntianhua (145 million yuan) [2][3] Key Stocks in Basic Chemicals - Top gainers in the basic chemicals sector included: - Youfu Co. with a rise of 9.97% and a turnover rate of 13.00% [2] - Yanggu Huatai with a rise of 19.97% and a turnover rate of 19.11% [2] - Guofeng New Materials with a rise of 10.00% and a turnover rate of 22.16% [2] - Notable decliners included: - Hongbaoli with a decline of 4.02% and a turnover rate of 27.05% [3] - Hanjin Technology with a decline of 3.83% and a turnover rate of 5.42% [3] - Yuntianhua with a decline of 0.67% and a turnover rate of 1.33% [3]

Group 1 - The epoxy propylene sector experienced a decline of 3.41%, ranking among the top losers in the market, with notable declines in stocks such as Hongqiang Co., which hit the daily limit down, and others like Hongbaoli, Yida Co., and Bohai Chemical [1][2] - The sector saw a net outflow of 9.23 billion yuan in principal funds, with 18 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 30 million yuan. Hongbaoli led the outflow with 5.56 billion yuan, followed by Hangjin Technology, Wanhua Chemical, and Hongqiang Co. [2][3] - The top stocks with net inflows included Satellite Chemical, Zhongchumai, and Shida Shenghua, with inflows of 332.33 million yuan, 2.50 million yuan, and 1.99 million yuan respectively [2][3] Group 2 - The top losers in the epoxy propylene sector included Hongbaoli (-8.60%), Hangjin Technology (-3.77%), and Hongqiang Co. (-9.98%), with significant trading volumes and turnover rates [2][3] - The overall market sentiment reflected a bearish trend, with various sectors such as sodium-ion batteries and transgenic technology also experiencing declines, indicating a broader market pullback [2]

Core Viewpoint - The A-share market experienced a decline, with major indices showing negative performance, while certain sectors like banking performed well amidst overall market weakness [3][4][6]. Market Performance - On May 22, the Shanghai Composite Index fell by 0.22% to 3380.19 points, the Shenzhen Component Index decreased by 0.72% to 10219.62 points, and the ChiNext Index dropped by 0.96% to 2045.57 points. The North Star 50 Index saw a significant decline of over 6% [3][4]. - Over 4400 stocks in the market experienced declines, with sectors such as beauty care, pet economy, chemical fiber, and aquaculture showing the largest drops [7]. Sector Analysis - Banking stocks, including Shanghai Pudong Development Bank, Jiangsu Bank, and Chengdu Bank, reached historical highs, indicating strength in this sector [6]. - Solid-state battery concept stocks faced significant declines, with companies like Ningxin New Materials, Lingge Technology, and Honggong Technology dropping over 10% [6]. Capital Flow - Main capital flows showed net inflows into aerospace, gaming, and insurance sectors, while there were net outflows from power, photovoltaic equipment, and food and beverage sectors. Notable net inflows included Kunlun Wanwei (1.274 billion), Qingdao Jinwang (455 million), and Hongbo Shares (393 million) [9]. - Conversely, Tianqimo, Hongbaoli, and Guoxuan High-Tech faced significant sell-offs, with outflows of 985 million, 616 million, and 599 million respectively [9]. Institutional Perspectives - Galaxy Securities noted that the fundamentals are being revised upwards for Q2, with global funds showing a preference for Hong Kong stocks over A-shares [11]. - CITIC Securities highlighted that the index has repeatedly tested the 3400-point mark without significant volume increase, suggesting potential for a breakthrough. They recommend investors focus on sector rotations and domestic technological innovations [11]. - Shanghai Securities emphasized that market liquidity remains ample, and even with adjustments, the downside is limited. They foresee continued foreign capital inflows and support for technology sectors as a long-term investment theme [11].

Core Insights - The main point of the article is the analysis of capital flow in various industries and individual stocks, highlighting significant inflows and outflows of funds in the market on May 21, 2023 [2][3]. Industry Summary - The total net outflow of main funds from the Shanghai and Shenzhen markets reached 22.913 billion yuan, with the ChiNext board experiencing a net outflow of 9.696 billion yuan and the CSI 300 index seeing a net outflow of 2.629 billion yuan [2]. - Among the 12 industries that saw an increase, the coal and non-ferrous metals sectors both rose by over 2%, while power equipment, banking, pharmaceutical biology, transportation, and oil & petrochemicals also performed well [2]. - Four industries experienced net inflows of main funds, with the power equipment sector leading at 1.36 billion yuan, followed by pharmaceutical biology (270 million yuan), transportation (199 million yuan), and construction decoration (66.78 million yuan) [2]. - In contrast, 27 industries faced net outflows, with the electronics and machinery sectors each seeing outflows exceeding 3.3 billion yuan, and the computer sector experiencing a net outflow of 2.328 billion yuan [2]. Company Summary - Several stocks saw significant net inflows, with 37 stocks having net inflows exceeding 100 million yuan, including the chemical stock Hongbaoli, which had a net inflow of 809 million yuan [3]. - Guoxuan High-Tech, a solid-state battery concept stock, also saw a net inflow of 676 million yuan, reflecting a growing market demand for solid-state batteries due to advancements in technology [3]. - Notable stocks with high net outflows included O-film Technology, which had a net outflow of 914 million yuan, marking a new high since November 14, 2024 [5]. - Chengfei Integration, which had previously seen a nine-day rise, faced a limit down with a net outflow of 843 million yuan [5]. - Two stocks, Lvxiao Technology and Jianghuai Automobile, saw significant tail-end net inflows exceeding 100 million yuan, with Jianghuai Automobile reaching a market cap of over 86 billion yuan [9].

5月21日，上证指数全天高位窄幅震荡；深证成指、创业板指早盘震荡上扬，随后有所回落，之后再度上扬，午后冲高回 落。科创50指数早盘探底回升，午后震荡回落。截至收盘，上证指数报3387.57点，涨0.21%，成交额4659.57亿元；深证成 指报10294.22点，涨0.44%，成交额7075.21亿元；创业板指报2065.39点，涨0.83%，成交额3160.52亿元；科创50指数报 995.49点，跌0.22%，成交额173.83亿元。沪深两市合计成交11734.78亿元，成交额较上一交易日增加37.76亿元。 重组蛋白、黄金等概念走强 *ST绿康连收6个涨停板 盘面上来看，行业板块、概念跌多涨少。其中，煤炭、贵金属、银行、电力设备、医药生物等行业涨幅靠前；重组蛋白、 黄金、噪音防治、供销社、固态电池、草甘膦等概念走势活跃。美容护理、电子、传媒、机械设备、商贸零售、通信、教 育、房地产等行业跌幅居前；PEEK材料、3D玻璃、纳米银、工业母机、存储芯片、6G、宠物经济、谷子经济等概念走势 较弱。涨停个股主要集中在医药生物、电力设备、建筑装饰、化工、房地产等行业。 沪深两市主力资金净流出229.13亿元 4个行 ...

红宝丽（002165）今日跌4.36%，成交额29.91亿元，换手率34.23%，盘后龙虎榜数据显示，1家机构专 用席位净买入1573.35万元，有1家机构专用席位净卖出7523.04万元。 ...

5月19日，上证指数平收，深证成指下跌0.08%，创业板指下跌0.33%。盘后龙虎榜数据显示，共有48只 个股因当日异动登上龙虎榜，资金净流入最多的是吉林化纤（000420.SZ），达1.36亿元。 1.36亿元资金抢筹吉林化纤，4.92亿元资金出逃红宝丽 48只上榜的龙虎榜个股中，19只个股被净买入，29只个股被净卖出。其中，资金净买入最多的是吉林化 纤，达1.36亿元，占总成交金额的5.29%。吉林化纤当日收盘上涨10.04%，换手率为21.98%。 据21投资通智能监测，24只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及7只。 而龙虎榜中资金净流出最多的是红宝丽（002165.SZ），被净卖出为4.92亿元，占总成交金额的 13.32%。红宝丽收盘下跌2.25%，换手率为41.09%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | 红宝丽 | -2.25% | -49161 | 13.32% | 41.09% | | 中欣氧材 | 6.03% | -13 ...