Core Viewpoint - Hongbo Co., Ltd. experienced an 8.31% increase in stock price on May 6, with a trading turnover rate of 20%, indicating significant interest from first-tier speculators [1] Trading Activity Summary - The top five buying entities collectively purchased 224 million yuan, while the top five selling entities sold 322 million yuan, resulting in a net outflow of approximately 97.74 million yuan [1] - The largest buying entity, Shenwan Hongyuan Securities Co., Ltd., bought 51.13 million yuan, followed by two branches of Dongfang Caifu Securities, which bought 46.50 million yuan and 43.53 million yuan respectively [1] - The largest selling entity, China Galaxy Securities Co., Ltd., sold 62.99 million yuan, followed by Huaxin Securities with sales of 51.11 million yuan and 37.78 million yuan from another branch [1] Detailed Buying and Selling Breakdown - Top five buying entities: - Shenwan Hongyuan Securities Co., Ltd.: 51.13 million yuan bought, 33.74 million yuan sold, net 17.39 million yuan - Dongfang Caifu Securities, Lhasa Financial City South Ring Road: 46.50 million yuan bought, 37.14 million yuan sold, net 9.35 million yuan - Dongfang Caifu Securities, Lhasa Tuanjie Road: 43.53 million yuan bought, 31.35 million yuan sold, net 12.17 million yuan - Ping An Securities, Hangzhou Hangda Road: 41.70 million yuan bought, 0.13 million yuan sold, net 40.41 million yuan - Dongfang Caifu Securities, Lhasa East Ring Road: 40.03 million yuan bought, 32.06 million yuan sold, net 7.97 million yuan [1] - Top five selling entities: - China Galaxy Securities, Shenyang Dabeiguan Street: 0.10 million yuan bought, 62.99 million yuan sold, net -62.89 million yuan - Huaxin Securities, Nanjing Qingliangmen Street: 0.03 million yuan bought, 51.11 million yuan sold, net -51.08 million yuan - Huaxin Securities, Shanghai Xizang Middle Road: 0.07 million yuan bought, 37.78 million yuan sold, net -37.71 million yuan - Dongfang Caifu Securities, Lhasa Financial City South Ring Road: 46.50 million yuan bought, 37.14 million yuan sold, net 9.35 million yuan - Guotai Junan Securities, Yichang Yangtze River Avenue: 0.05 million yuan bought, 34.74 million yuan sold, net -34.22 million yuan [1]

证券代码：002229 证券简称：鸿博股份 公告编号：2025-023 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 29 日、 4 月 30 日连续两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； 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、经自查和函询，公司董事、监事及高级管理人员在公司股票交易异常波 ...

Market Overview - A-shares exhibited mixed performance with the Shanghai Composite Index experiencing slight fluctuations while the ChiNext and STAR Market indices surged [1] - The Shanghai Composite Index closed down 0.23% at 3279.03 points, while the Shenzhen Component Index rose 0.51% to 9899.82 points, and the ChiNext Index increased by 0.83% to 1948.03 points [1] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 11,933 billion yuan, an increase of over 1,500 billion yuan compared to the previous day [1] Banking Sector Performance - The banking sector faced significant declines, with Huaxia Bank dropping 8.55%, and other major banks like Industrial and Commercial Bank of China, China Construction Bank, and Agricultural Bank of China falling over 3% [2][3] - The first quarter financial results of 42 listed banks showed a total operating income of 1.45 trillion yuan, a year-on-year decrease of 1.72%, and a net profit attributable to shareholders of 563.98 billion yuan, down 1.2% [5] - Huaxia Bank reported a total profit of 6.73 billion yuan for the first quarter, a decline of 15.11% year-on-year, while Xiamen Bank's operating income fell by 18.42% [5] Automotive Industry - The automotive supply chain stocks saw significant gains, with companies like Lingdian Electric Control and Jingjin Electric reaching the daily limit of 20% increase, and others like Slin Group rising over 13% [10] - The Ministry of Industry and Information Technology recently released key points for automotive standardization, emphasizing the need for enhanced standards for intelligent connected vehicles, particularly in driver assistance and autonomous driving [10][12] - The regulatory clarity regarding L2 and L3 levels of autonomous driving is expected to lead to increased resource allocation and investment in the automotive intelligence sector [12] AI Applications - The AI application sector showed strong activity, with stocks like Chuangyi Information and Zhejiang Wenhe rising significantly, and several companies hitting the daily limit [7] - Alibaba's Tongyi Qianwen released a new series of models, showcasing competitive performance against leading models in the industry, indicating a robust development in China's large model industry [8]

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% | ...

上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ "五一"假期前的最后一个交易日，市场再度活跃，资金从前期热门的银行、PEEK材料等板块撤出，重 新流回算力等科技板块。 A股上证指数小幅低开，在地产股和消费股的反弹中，又快速翻红，随后在银行股的重挫下，再度走 低。深证成指和创业板指数则快速拉升，市场氛围活跃。 截至发稿，上证指数跌0.17%，深证成指涨0.59%，创业板指数涨近1%。全市场超3800只个股上涨，两 市成交额较前一交易日放大超900亿元。 （图片来源：东方财富APP，统计截至2025/4/30，不作投资推荐） AI又火了 多股直线拉涨停 4月30日早盘，算力概念股再度走强。其中，鸿博股份4连板。 鸿博股份(002229) ( 交易中 04-30 09:56:51 通 融 15.88 额 16.28亿 股本4.96亿 市盈-42.9 万得 盘口 +1.44 +9.97% 换 21.34% 市值178.8亿 市净 5.89 分时 五日 日K 周K 月K 更多 [0] 叠加 设均线 MA 5:13.25↑ 10:11.97↑ 20:11.45↑ 前复权 | 1 ...

4月最后一个交易日，A股三大指数早盘涨跌不一，北证50指数大涨超3%。截至午间收盘，上证指数跌 0.08%，深证成指、创业板指分别涨0.73%、1.01%。全市场半日成交额7282亿元，较上个交易日同期放 量707亿元。 盘面上，AI相关概念股集体上涨，智谱AI、AI眼镜、AI智能体等多个方向上攻，正和生态、常山北 明、焦点科技等多股涨停；大消费股局部活跃，茂业商业盘中一度触及涨停，走出5连板走势；银行板 块集体下挫，华夏银行跌超8%，工商银行、农业银行、建设银行跌超3%。 个股方面，鸿博股份约9:39开启上攻，于9:42封板涨停，连续第四个交易日收获涨停。 算力股大涨 鸿博股份4连板 周三早盘，算力股延续反弹态势。截至午间收盘，亿田智能涨超10%，电光科技、兴民智通、浙文互 联、超讯通信、鸿博股份涨停。 | 成份股 | 股吧 | | 资讯 | | --- | --- | --- | --- | | 名称 | 最新 | 涨幅 ↓ | 涨跌 | | 亿田智能 | 51.81 | 14.04% | 6.38 | | 300911 脚 | | | | | 电光科技 | 15.80 | 10.03% | 1.44 | ...

Retail Sector Activity - The retail sector showed significant activity with Maoye Commercial (600828) hitting the daily limit and achieving five consecutive trading limits [1][4] - Other notable stocks in the retail sector included Cuiwei Co. (603123) and Laisen Tongling (603900), both reaching the daily limit, while Zhongxing Commercial (000715) and Hongqi Chain (002697) also saw substantial gains [4] Economic Indicators - In the first quarter, China's total retail sales of consumer goods reached 12.47 trillion yuan, marking a year-on-year growth of 4.6%, which is an acceleration of 1.1 percentage points compared to the previous year [6] - March alone saw a growth rate of 5.9% in retail sales [6] AI Glasses Concept - The AI glasses concept opened strong with Yingtong Communications (002861) hitting the daily limit, while Deep Konka A surged over 8% [7] Computing Power Leasing Concept - The computing power leasing concept gained momentum with Changshan Beiming (000158), Chaoxun Communication (603322), and Hongbo Co. (002229) all reaching the daily limit, and Yitian Intelligent (300911) rising over 10% [8] Real Estate Sector Movement - The real estate sector experienced a surge with Zhonghua Enterprise (600675) and Yuehongyuan A both hitting the daily limit, while Huayuan Real Estate (600743) and Xinhuangpu (600638) increased by over 7% [9] Banking Sector Decline - The banking sector faced declines, with Huaxia Bank dropping over 8%, and major banks like China Construction Bank, Beijing Bank, and others falling by more than 2% [10] Manufacturing PMI - China's manufacturing purchasing managers' index (PMI) for April was reported at 49%, a decrease of 1.5 percentage points from the previous month, indicating a contraction in the manufacturing sector [11] - High-tech manufacturing PMI stood at 51.5%, indicating continued expansion in that sector [11] - The service sector maintained expansion with a business activity index of 50.1, despite a slight decline from the previous month [11] US Automotive Tariff Developments - President Trump signed an announcement to provide compensation for tariffs on imported auto parts, allowing up to 3.75% of the retail price for compensation, which will decrease to 2.5% in the second year [12] - This move reflects ongoing pressure on the government regarding its tariff policies [12]

A股算力板块震荡走强，鸿博股份4连板，超讯通信、电光科技、东方材料涨停，浙文互联、亚康股 份、恒锋信息涨幅居前。 ...

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].