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].

Core Viewpoint - The A-share smart medical sector experienced significant upward movement in the afternoon, with several companies reaching their daily limit up [1] Company Performance - Saily Medical and Runda Medical both hit the daily limit up, indicating strong investor interest and positive market sentiment [1] - Hongbo Co., Ltd. previously reached the daily limit up, showcasing a trend of rising stock prices within the sector [1] - Hongjing Technology, Chuangye Huikang, and Taikang Medical all saw their stock prices increase by over 8%, further highlighting the sector's robust performance [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]

Market Overview - The Shanghai Composite Index is at 3286.48 points, slightly below the half-year line, with a change of -0.06% [1] - The total trading volume of A-shares today is 498.63 billion yuan [1] Stocks Breaking Half-Year Line - A total of 191 A-shares have surpassed the half-year line today, with notable stocks including: - Bochuang Technology with a deviation rate of 14.48% - Shenyang Chemical with a deviation rate of 9.43% - New Beiyang with a deviation rate of 9.15% [1] Top Stocks by Deviation Rate - The following stocks have the highest deviation rates from the half-year line: - Bochuang Technology (20.01% increase, latest price 44.50 yuan, half-year line 38.87 yuan) [1] - Shenyang Chemical (9.97% increase, latest price 3.75 yuan, half-year line 3.43 yuan) [1] - New Beiyang (9.94% increase, latest price 7.41 yuan, half-year line 6.79 yuan) [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Hongbo Shares (9.98% increase, latest price 14.44 yuan, half-year line 13.35 yuan) [1] - Lihua Pharmaceutical (16.59% increase, latest price 43.35 yuan, half-year line 40.12 yuan) [1] - Xingqi Eye Medicine (13.85% increase, latest price 81.98 yuan, half-year line 76.61 yuan) [1]

4月29日，算力概念股延续反弹，截至发稿，鸿博股份3连板，利通电子、ST华通涨停，平治信息、亿 田智能、润建股份等多股涨幅居前。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 300571 | 平治信息 | +14.12% | 30.87 | | 300127 | 新锦动力 | +11.91% | 3.57 | | 300911 | 忆田智能 | +10.13% | 43.61 | | 603629 | 利通电子 | +10.00% | 23.97 | | 002229 | 鸿博股份 | +9.98% | 14.44 | | 300249 | 依米康 | +7.02% | 13.26 | | 002929 | 润建版份 | +6.23% | 49.26 | | 301396 | 宏景科技 | +6.05% | 80.30 | | 601126 | 四方股份 | +5.97% | 17.04 | | 002015 | 协鑫能科 | +5.46% | 7.34 | | 002602 | ST华通 | +4.96% | 7.40 | | 301070 | 开勒 ...

Core Viewpoint - Hongbo Co., Ltd. has experienced a significant stock price increase, achieving a cumulative rise of 33.09% over three consecutive trading days, indicating strong market interest and performance [2] Stock Performance - As of April 28, the stock price reached 14.44 yuan, with a turnover rate of 11.19% and a trading volume of 55.2 million shares, amounting to a transaction value of 782 million yuan [2] - The stock has recorded a total market capitalization of 7.165 billion yuan and a circulating market capitalization of 7.121 billion yuan [2] - The stock has been on the "Dragon and Tiger List" due to a cumulative price deviation of 20% over three trading days, with net purchases from leading brokerage firms totaling 94.2 million yuan [2] Financial Performance - The company reported a total operating revenue of 677 million yuan for Q1, reflecting a year-on-year growth of 337.25% [2] - The net profit for the same period was 85 million yuan, showing a remarkable year-on-year increase of 437.46% [2] Margin Trading Data - As of April 28, the margin trading balance for the stock was 471 million yuan, with a financing balance of 471 million yuan, which decreased by 4.95 million yuan from the previous trading day, representing a decline of 1.04% [2] - Over the past three days, the margin trading balance has increased by 4.42 million yuan, indicating a growth of 0.95% [2] Recent Trading Activity - The stock's daily price changes and turnover rates over the past week show a consistent upward trend, with notable increases on April 25 (10.05%) and April 28 (9.97%) [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 ...

证券代码：002229 证券简称：鸿博股份 公告编号：2025-022 鸿博股份有限公司 关于股价异动的公告 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。 一、股票交易异常波动的情况 鸿博股份有限公司（以下简称"公司"）股票交易价格于 2025 年 4 月 24 日、 4 月 25 日、4 月 28 日连续三个交易日收盘价格涨幅偏离值累计超过 20%，根据 深圳证券交易所相关规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况 针对公司股票异常波动，公司进行了自查，并对相关事项进行了核查，现将 有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 1、经自查，公司不存在违反信息公平披露的情形； 3、公司目前经营情况正常，内外部经营环境未发生重大变化； 4、经核查，除公司日常经营涉及事项外（包括业务洽谈、银行授信、对子 公司提供担保等），公司根据目前已确认的信息，不存在关于公司的应披露而未 披露的重大事项，也不存在处于筹划阶段的重大事项； 5 ...

Group 1: Stock Performance - Huayin Power has achieved a 9.91% increase over three consecutive days, driven by the electricity sector [3] - Hongbo Co. has seen a 9.97% rise over two days, attributed to computing power [3] - Zhongdian Xilong recorded a 10.00% increase over two days, linked to computing power and performance [3] - New Jin Power surged by 19.92% on its first board, due to performance and computing power [4] - Tianyu Digital Technology has increased by 10.07% over two days, driven by computing power and AI applications [9] Group 2: Industry Trends - The chemical industry is experiencing significant price fluctuations, attracting market attention [6] - The electricity sector is expected to see a year-on-year increase in total electricity consumption growth rate, projected between 4.5% and 5.5% [9] - The robotics sector is gaining traction as UBTECH has signed a large procurement contract for humanoid robots, indicating growth in industrial robotics [11] - The PEEK materials market is expected to benefit from the mass production of humanoid robots, with key chemical materials gaining importance [13]