Investment Rating - The industry investment rating is "Overweight," indicating that the industry index is expected to outperform the market index by more than 10% in the next six months [45]. Core Viewpoints - The report highlights the initiation of pilot projects for the construction of a new power system by the National Energy Administration, focusing on innovative technologies and models to drive breakthroughs in the sector [3][35]. - The report suggests paying attention to leading companies in virtual power plant technology, which is identified as a key support for the new power system [3][40]. Summary by Sections Market Review - As of June 5, 2025, the Shenwan Power Equipment industry has seen a decline of 2.16% over the past two weeks, underperforming the CSI 300 index by 1.23 percentage points, ranking 28th among 31 industries [11]. - The industry has experienced a year-to-date decline of 5.44%, again underperforming the CSI 300 index by 3.98 percentage points [11]. - The wind power equipment sector increased by 0.10%, while the photovoltaic equipment sector decreased by 2.43% in the last two weeks [11][17]. Valuation and Industry Data - As of June 5, 2025, the overall PE (TTM) for the power equipment sector is 24.42 times, with sub-sectors showing varied valuations: - Electric Motor II: 47.23 times - Other Power Equipment II: 39.92 times - Photovoltaic Equipment: 16.73 times - Wind Power Equipment: 30.46 times - Battery: 24.46 times - Grid Equipment: 23.80 times [26]. Industry News - The National Energy Administration has issued a notice to conduct pilot projects focusing on seven key areas, including virtual power plants and intelligent microgrids, to explore new technologies and models for the new power system [35]. - The report also mentions the promotion of green electricity direct connection development, emphasizing the importance of source-load matching [35]. Company Announcements - The report includes various company announcements, such as the completion of a hydrogen production and refueling station in Wuhai, which is expected to enhance logistics efficiency [38]. - It also notes the share repurchase plans of several companies, indicating ongoing corporate actions in the sector [38]. Weekly Perspective on Power Equipment Sector - The report emphasizes the importance of the new power system construction and suggests focusing on companies that are leading in virtual power plant technology [40]. - It highlights the potential for significant advancements in the sector, driven by government initiatives and technological innovations [40].

Group 1 - The core trend in the financial technology sector is the rise of stablecoins, which are gaining global attention due to their price stability and potential as important tools for future financial transactions [2][3] - Recent policies from Hong Kong and the United States highlight the significance of stablecoins in the global financial landscape, with Hong Kong becoming the first jurisdiction to systematically regulate stablecoins [3] - The global market capitalization of stablecoins has surpassed $246 billion, with projections suggesting it could reach between $4.8 trillion and $8 trillion by 2030, and potentially exceed $10 trillion when factoring in trading demand [3] Group 2 - Companies with significant involvement in the stablecoin sector include Jin Hui Technology, which is participating in the central bank digital currency bridge project and exploring innovative models for stablecoin use in international trade [5] - Hengbao Co., Ltd. is developing hardware security modules for digital currencies to support offline signing for stablecoin wallets and has won a 150 million yuan project with China Mobile [5] - Feitian Technology provides the "JuBiter" hardware wallet that supports multiple currencies and offers security certification devices for JD Pay [6] - A notable unicorn in the stablecoin space is involved in the central bank digital renminbi cross-border project and has developed blockchain technology for the CIPS, holding over 120 patents in cross-border settlement technology [7]

Market Overview - The three major stock indices collectively rose today, with nearly 4,000 stocks increasing in value. Key sectors showing strong performance include brokerage firms and diversified financials, as well as consumer goods and innovative pharmaceuticals [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.15 trillion, indicating no significant increase in trading activity [1] Sector Performance - The beer and soft drink sectors performed well, driven by seasonal demand due to high summer temperatures. Stocks such as 嘉美包装 (Jia Mei Packaging), 乐惠国际 (Le Hui International), and 永顺泰 (Yong Shun Tai) hit their daily limit [1] - Recent trends show a concentration of capital in specific sectors, with significant interest in metals, non-metals, and mining due to rising global risk aversion and domestic resource policies. Key stocks include 紫金矿业 (Zijin Mining) and 赤峰黄金 (Chifeng Jilong Gold Mining) [5] - The electric equipment sector, particularly in renewable energy and nuclear power, is benefiting from technological breakthroughs and policy support. Notable stocks include 宁德时代 (CATL) and 中超控股 (Zhongchao Holdings) [5] Investment Trends - There is a noticeable trend of large funds "hugging" certain stocks, leading to repeated speculation on a few hot topics. This has resulted in significant short-term profit opportunities, although the sustainability of this trend is questionable [6] - High-profile stocks have seen substantial price increases without strong fundamental support, indicating that the market is driven by speculative trading rather than underlying business improvements [5][6] - Recent data shows that some high-performing stocks have experienced insider selling, with executives from 凯因科技 (Kain Technology) and 均瑶健康 (Jun Yao Health) reducing their holdings significantly [7][8]

Group 1 - The Ministry of Industry and Information Technology, along with several other government bodies, has issued an implementation opinion to accelerate the high-quality development of the technology service industry, emphasizing the importance of technology transfer and industrialization to support innovation [1] - Technology transfer is identified as a crucial link between innovation and industry, necessary for realizing the value of innovations and contributing to the development of a modern industrial system [1][2] - Various regions are implementing measures to facilitate technology transfer, such as establishing parks and promoting innovative application scenarios [1] Group 2 - Universities are recognized as significant sources of technological breakthroughs, with a high percentage of national science awards attributed to them, yet many innovations remain uncommercialized [2][3] - Jiangsu Province's Yixing City has developed a model leveraging top talent to drive industrial development, with new provincial academician workstations established to enhance collaboration between academia and industry [3] Group 3 - Shanghai Jiao Tong University has created a technology transfer service team to assist faculty in commercializing research, while Zhejiang University collaborates with local governments to establish dedicated teams for technology transfer [4] - The University of Science and Technology of China has introduced a new model for technology transfer that simplifies approval processes and attracts more social capital, resulting in significant increases in technology transfer outcomes [5] Group 4 - The government is actively working to improve technology transfer efficiency, as outlined in the "Education Strong Nation Construction Plan Outline (2024-2035)" [6] - A collaborative model involving government coordination, technical contributions from universities, and implementation by enterprises is emerging as a new approach to facilitate technology transfer [6] Group 5 - The establishment of the Yixing Food and Biotechnology Research Institute has revitalized an innovation park, focusing on developing future food and biotechnology industries [7][8] - The research institute has attracted significant investment and aims to create a comprehensive support system for technology transfer from research to application [8] Group 6 - DeRong Technology has achieved a breakthrough in flexible thin-film solar cell efficiency, marking a significant advancement in high-efficiency photovoltaic technology [9][10] - The company has successfully reduced production costs and improved yield rates through innovative manufacturing techniques, positioning itself as a leader in the renewable energy sector [9][10] Group 7 - The integration of academic research and industry practices has been crucial for companies like Zhongchao Aerospace Precision Casting Technology Co., which has achieved significant advancements in high-temperature alloy precision casting through collaboration with Shanghai Jiao Tong University [10]

具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖三、卖五，合计买入金额2278.36万 元，卖出金额8482.28万元，合计净卖出6203.92万元。 近半年该股累计上榜龙虎榜13次，上榜次日股价平均涨2.17%，上榜后5日平均涨8.85%。 资金流向方面，今日该股主力资金净流出6.30亿元，其中，特大单净流出5.11亿元，大单资金净流出 1.19亿元。近5日主力资金净流出6.04亿元。（数据宝） 中超控股5月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国信证券股份有限公司浙江互联网分公司 | 4685.93 | 1001.82 | | 买二 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 3676.89 | 1628.78 | | 买三 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 3526.44 | 1674.55 | | 买四 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 3144.51 | 1613.99 ...

高位人气股持续下挫 中超控股等多股跌停 智通财经5月30日电，高位人气股跌势扩大，中超控股、尤夫股份、京华激光、丽人丽妆、融发核电、 王子新材跌停，苏州龙杰、国光连锁、国芳集团、永安药业等跌幅靠前。 ...

Group 1 - High-priced stocks experienced significant declines in early trading, with companies such as Liren Lizhuang (605136) and Wangzi New Materials (002735) hitting the daily limit down [1] - Other companies like Rongfa Nuclear Power (002366), Shangwei Co., Ltd. (603333), Yong'an Pharmaceutical (002365), and Zhongchao Holdings (002471) also saw notable decreases in their stock prices [1] - There is a revelation of dark pool fund flows, indicating potential signals for capturing the accumulation activities of major investors [1]

Market Overview - The A-share market experienced an overall increase on May 29, with the Shanghai Composite Index closing at 3363.45 points, up 0.7%, the Shenzhen Component Index at 10127.2 points, up 1.24%, and the ChiNext Index at 2012.55 points, up 1.37%. The North Star 50 Index rose by 2.73%. Total trading volume reached 12136.01 billion yuan, an increase of 1795.28 billion yuan compared to the previous trading day [1]. Capital Flow - The net inflow of main funds in the A-share market was 74.33 billion yuan, with an opening net outflow of 19.58 billion yuan and a closing net inflow of 23.89 billion yuan [2]. - The net inflow for the CSI 300 was 12.91 billion yuan, while the ChiNext saw a net inflow of 42.65 billion yuan, and the STAR Market experienced a net outflow of 17.3 billion yuan [4]. Sector Performance - Among the 23 sectors, the computer industry led with a net inflow of 191.73 billion yuan, followed by the electronics sector with 124.39 billion yuan, and the pharmaceutical and biological sector with 112.04 billion yuan. The non-bank financial sector saw a net inflow of 47.51 billion yuan, while the communication sector had 34.87 billion yuan [6][7]. - The sectors with the largest net outflows included food and beverage with -21.56 billion yuan, basic chemicals with -12.02 billion yuan, and banking with -8.89 billion yuan [7]. Individual Stock Activity - The stock with the highest net inflow was Shanzhi Gaoke, with 7.11 billion yuan [8]. - Institutional investors showed significant interest in several stocks, with Wangzi New Materials receiving a net buy of 41.11 million yuan, and Sifang Precision receiving 36.17 million yuan [11][12]. Institutional Focus - Recent institutional ratings highlighted several stocks, including Huichuan Technology with a target price of 73.00 yuan, indicating an upside potential of 8.83%, and Longying Precision with a target price of 24.70 yuan, suggesting a 19.73% upside [14].

江苏路修律师事务所 关于江苏中超控股股份有限公司 2025 年第二次临时股东大会 法律意见 致：江苏中超控股股份有限公司 江苏路修律师事务所受江苏中超控股股份有限公司（以下简称"公司"或"中 超控股"）委托，指派余婷、周劼律师（以下简称"本所律师"）出席公司 2025 年 第二次临时股东大会（以下简称"本次股东大会"），对本次股东大会的合法性进 行见证并出具法律意见。 本法律意见根据《中华人民共和国公司法》(以下简称"《公司法》")、《中 华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东大会规则》、 《深圳证券交易所上市公司股东大会网络投票实施细则》（以下简称"《网络投票 实施细则》"）等有关法律、法规和规范性文件，以及《江苏中超控股股份有限公 司章程》（以下简称"《公司章程》"）而出具。 本所及经办律师依据《证券法》、《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》等规定及本法律意见出具日以前已经发生 或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用原则，进行了 充分的核查验证，保证本法律意见所认定的事实真实、准确、完整，所发表的结论 性意见合法、准确， ...

证券代码：002471 证券简称：中超控股 公告编号：2025-045 江苏中超控股股份有限公司 一、会议召开和出席情况 江苏中超控股股份有限公司（以下简称"公司"）于 2025 年 5 月 14 日在《证 券时报》《证券日报》和巨潮资讯网（www.cninfo.com.cn）刊登了《关于召开 2025 年第二次临时股东大会的通知》。 1、召开时间： （1）现场会议召开时间：2025 年 5 月 29 日（星期四）下午 13:30； （2）网络投票时间：2025 年 5 月 29 日。其中，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 29 日上午 9:15 至 9:25，9:30 至 11:30，下午 13:00 至 15:00；通过深圳证券交易所互联网投票系统投票的具体时 间为：2025 年 5 月 29 日上午 9:15 至下午 15:00 期间任意时间。 2025 年第二次临时股东大会决议公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决、修改、增加议案的情形。 2、本次股东大会未涉及变 ...