Core Viewpoint - The Zhongzheng Guangyin Wealth Management Hong Kong-Shenzhen Technology Leaders Index has shown a mixed performance, with a recent increase but a decline over the past three months, indicating volatility in the technology sector [1][2] Group 1: Index Performance - The Zhongzheng Guangyin Wealth Management Hong Kong-Shenzhen Technology Leaders Index rose by 1.15% to 2180.95 points, with a trading volume of 91.926 billion yuan [1] - Over the past month, the index has increased by 1.53%, while it has decreased by 6.24% over the last three months, and it has risen by 9.71% year-to-date [1] Group 2: Index Composition - The index comprises 50 large-cap listed companies from the information technology, biomedicine, and high-end manufacturing sectors, reflecting the overall performance of technology leaders in the mainland and Hong Kong markets [1] - The top ten holdings in the index include Alibaba-W (11.98%), Tencent Holdings (10.74%), Xiaomi Group-W (10.53%), CATL (8.42%), BYD Company (5.81%), and others [1] - The market distribution of the index holdings shows that the Hong Kong Stock Exchange accounts for 49.63%, the Shenzhen Stock Exchange for 28.12%, and the Shanghai Stock Exchange for 22.25% [1] Group 3: Industry Breakdown - The industry composition of the index holdings includes 31.19% in information technology, 23.16% in consumer discretionary, 18.11% in industrials, 15.02% in communication services, and 12.53% in healthcare [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]

保险 队 中国人保 中国太保 中国平安 ■《》 3586.57亿市值 3334.41亿市值 9746.12亿市值 18.68亿成交额 5.80亿成交额 11.73亿成交额 53.52 8.11 34.66 +0.46(+1.35%) +0.23(+0.43%) -0.10(-1.22%) 酸酒行业 贵州茅台 五粮液 山西汾酒 19345.45亿市值 2290.85亿市值 4942.06亿市值 10.48亿成交额 20.36亿成交额 33.75亿成交额 1540.00 187.78 127.32 -0.22(-0.12%) +0.40(+0.32%) +3.00(+0.20%) 半导体 北方华创 寒武纪-U 2271.53亿市值 2558.59亿市值 15.27亿成交额 26.75亿成交额 425.24 612.90 +7.90(+1.89%) +2.91(+0.48%) 汽车整车 铁路公路 比亚迪 长城汽车 京沪高铁 2897.28亿市值 10974.98亿市值 1959.28亿市值 69.43亿成交额 3.62亿成交额 3.67亿成交额 5.90 22.89 361.13 -1.75(-0.48%) -0. ...

金融界5月28日消息，上证指数高开震荡，沪深300深市指数 (300深市，399972)下跌0.15%，报4263.79 点，成交额750.75亿元。 数据统计显示，沪深300深市指数近一个月上涨1.17%，近三个月下跌7.79%，年至今下跌4.90%。 据了解，沪深300深市指数选取沪深300指数样本中所有深市上市公司证券组成指数样本，为投资者提供 更多样化的投资标的。该指数以2004年12月31日为基日，以1000.0点为基点。 从沪深300深市指数持仓样本的行业来看，工业占比23.68%、信息技术占比17.55%、可选消费占比 15.90%、主要消费占比10.35%、金融占比8.79%、医药卫生占比8.66%、通信服务占比7.95%、原材料占 比5.25%、房地产占比1.13%、公用事业占比0.46%、能源占比0.25%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。遇临时调整时，当沪深300指数调整样本时，指数样本随之进行相应调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持 ...

Market Overview - The FTSE China A50 Index component stocks showed mixed performance with the oil and coal sectors gaining throughout the day, while the banking and automotive sectors fluctuated in the afternoon [1]. Sector Performance Insurance - China Pacific Insurance, China Ping An, and China Life Insurance had market capitalizations of 329.02 billion, 363.08 billion, and 970.42 billion respectively, with trading volumes of 1.145 billion, 1.396 billion, and 0.510 billion [3]. Alcohol Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of 1,930.78 billion, 229.35 billion, and 492.65 billion respectively, with trading volumes of 2.505 billion, 0.941 billion, and 2.291 billion [3]. Semiconductor - Northern Huachuang and Cambrian had market capitalizations of 222.93 billion and 254.64 billion respectively, with trading volumes of 1.757 billion and 2.779 billion [3]. Automotive - BYD, Great Wall Motors, and Beijing-Shanghai High-Speed Railway had market capitalizations of 1,102.81 billion, 288.75 billion, and 196.18 billion respectively, with trading volumes of 6.513 billion, 0.296 billion, and 0.232 billion [3]. Oil Industry - COSCO Shipping, Sinopec, and China National Offshore Oil Corporation had market capitalizations of 702.22 billion, 1,526.39 billion, and 254.36 billion respectively, with trading volumes of 0.958 billion, 1.212 billion, and 1.193 billion [3]. Coal Industry - Shaanxi Coal and Ningde Times had market capitalizations of 201.56 billion and 790.97 billion respectively, with trading volumes of 0.591 billion and 0.634 billion [3]. Power Industry - Yangtze Power and China Nuclear Power had market capitalizations of 198.28 billion and 747.01 billion respectively, with trading volumes of 1.637 billion and 0.555 billion [4]. Food and Beverage - Citic Securities, Guotai Junan, and Haitian Flavoring had market capitalizations of 303.76 billion, 376.74 billion, and 252.40 billion respectively, with trading volumes of 0.903 billion, 0.313 billion, and 0.616 billion [4]. Consumer Electronics - Industrial Fulian, Luxshare Precision, and Kairui Pharmaceutical had market capitalizations of 368.98 billion, 220.25 billion, and 358.24 billion respectively, with trading volumes of 2.024 billion, 0.616 billion, and 1.944 billion [4]. Home Appliances - Gree Electric, Haier Smart Home, and Muyuan Foods had market capitalizations of 261.47 billion, 209.77 billion, and 235.61 billion respectively, with trading volumes of 1.075 billion, 0.625 billion, and 0.761 billion [4]. Medical Devices - Mindray Medical, Wanhua Chemical, and SF Holding had market capitalizations of 172.40 billion, 232.84 billion, and 279.48 billion respectively, with trading volumes of 0.988 billion, 0.530 billion, and 0.844 billion [4]. Communication Services - Zijin Mining, China State Construction, and China Unicom had market capitalizations of 232.63 billion, 166.64 billion, and 477.87 billion respectively, with trading volumes of 1.782 billion, 0.509 billion, and 1.271 billion [4].

金融界5月27日消息，上证指数低开震荡，中证高端制造50指数 (高端造50，932025)报1354.87点。 数据统计显示，中证高端制造50指数近一个月上涨2.03%，近三个月下跌9.35%，年至今下跌3.60%。 据了解，中证高端制造50指数，选取信息技术、通信设备、电力设备、航空航天与国防、机械制造、医 药卫生、环保、汽车及零配件、油气开采等行业的50只有代表性的上市公司证券作为指数样本，以反映 高端制造领域上市公司证券的整体表现。该指数以2016年12月30日为基日，以1000.0点为基点。 从指数持仓来看，中证高端制造50指数十大权重分别为：宁德时代（13.67%）、比亚迪（6.87%）、恒 瑞医药（4.86%）、中芯国际（3.36%）、药明康德（3.17%）、立讯精密（3.15%）、汇川技术 （2.89%）、京东方A（2.88%）、迈瑞医疗（2.81%）、北方华创（2.79%）。 从中证高端制造50指数持仓的市场板块来看，深圳证券交易所占比54.16%、上海证券交易所占比 45.84%。 从中证高端制造50指数持仓样本的行业来看，工业占比38.50%、信息技术占比29.34%、可选消费占比 15. ...

Core Viewpoint - The China Securities 5G Communication Theme Index has shown a decline in performance over the past three months and year-to-date, despite a slight increase in the past month [2]. Group 1: Index Performance - The China Securities 5G Communication Theme Index decreased by 1.75% to 849.03 points, with a trading volume of 30.387 billion yuan [1]. - Over the past month, the index has increased by 2.63%, but it has decreased by 19.80% over the past three months and 11.06% year-to-date [2]. Group 2: Index Composition - The index includes companies related to 5G construction and applications, reflecting the overall performance of listed companies in the 5G communication theme [2]. - The top ten weighted companies in the index are: Luxshare Precision (8.42%), ZTE Corporation (7.19%), Zhongji Xuchuang (5.82%), Xinyi Technology (5.72%), Zhaoyi Innovation (5.4%), Industrial Fulian (5.28%), Unisplendour (3.95%), GoerTek (3.67%), AVIC Optoelectronics (3.55%), and Sanan Optoelectronics (3.18%) [2]. Group 3: Market and Sector Breakdown - The index's holdings are primarily listed on the Shenzhen Stock Exchange (73.70%) and the Shanghai Stock Exchange (26.30%) [2]. - In terms of industry composition, Information Technology accounts for 54.49%, Communication Services for 39.59%, Industry for 3.86%, and Consumer Discretionary for 2.07% [2]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Public funds tracking the 5G communication theme include: Huaxia CSI 5G Communication Theme ETF Connect A, Huaxia CSI 5G Communication Theme ETF Connect C, Yinhua CSI 5G Communication Theme ETF Connect A, Yinhua CSI 5G Communication Theme ETF Connect C, Yinhua CSI 5G Communication Theme ETF, and Huaxia CSI 5G Communication Theme ETF [3].

Core Viewpoint - Lixun Precision Industrial Co., Ltd. has announced the resumption of the conversion of its convertible bonds, following a specific condition related to the bond's trading price and the implementation of a conditional repurchase clause [1][2]. Group 1: Convertible Bonds Issuance - The company issued 30 million convertible bonds on November 3, 2020, with a total value of RMB 300 million and a face value of RMB 100 per bond, approved by the China Securities Regulatory Commission [1]. - The conversion price for the bonds is set at RMB 56.47 per share [1]. Group 2: Conditions for Resumption of Conversion - From April 2, 2025, to May 19, 2025, the closing price of the company's stock was below 70% of the conversion price, triggering the conditional repurchase clause for the bonds [1]. - The bonds will be suspended from conversion starting May 22, 2025, for a period of five trading days until May 28, 2025, due to the implementation of the repurchase [2].

| 证券代码：002475 | 证券简称：立讯精密 公告编号：2025-076 | | --- | --- | | 债券代码：128136 | 债券简称：立讯转债 | 立讯精密工业股份有限公司 关于"立讯转债"恢复转股的提示性公告 本公司及监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。 特别提示： 1、债券代码：128136 2、债券简称：立讯转债 3、暂停转股时间：2025 年 5 月 22 日至 2025 年 5 月 28 日 4、恢复转股时间：自 2025 年 5 月 29 日起恢复转股 经中国证券监督管理委员会《关于核准立讯精密工业股份有限公司公开发行可 转换公司债券的批复》（证监许可[2020]247 号）批准，立讯精密工业股份有限公司 （以下简称"立讯精密"或"公司"）于 2020 年 11 月 3 日公开发行 3,000.00 万张 可转换公司债券，每张面值为人民币 100.00 元，发行总额为人民币 300,000.00 万 元。 公司自 2025 年 4 月 2 日至 2025 年 5 月 19 日连续三十个交易日的收盘价低于 当期"立讯转债"转股价 ...

| 证券代码：002475 | 证券简称：立讯精密 公告编号：2025-077 | | --- | --- | | 债券代码：128136 | 债券简称：立讯转债 | 立讯精密工业股份有限公司 关于"立讯转债"回售的第六次提示性公告 本公司及监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。 特别提示： 1、投资者回售选择权：根据《立讯精密工业股份有限公司公开发行可转换公司 债券募集说明书》（以下简称《募集说明书》）的约定，"立讯转债"持有人可回售 部分或者全部未转股的"立讯转债"。"立讯转债"持有人有权选择是否进行回售， 本次回售不具有强制性。 2、回售价格：100.981 元/张（含息税） 3、回售条件触发日：2025 年 5 月 19 日 4、回售申报期：2025 年 5 月 22 日至 2025 年 5 月 28 日 5、发行人资金到账日：2025 年 6 月 3 日 6、回售款划拨日：2025 年 6 月 4 日 7、投资者回售款到账日：2025 年 6 月 5 日 8、回售申报期间"立讯转债"将暂停转股 9、在回售资金发放日之前，如持有的本期债券发生司法冻结或 ...

Market Overview - The Shanghai Composite Index fell by 0.18% on May 27, with 13 industries rising, led by textiles and apparel (up 1.30%) and pharmaceuticals (up 0.97%). The sectors with the largest declines were non-ferrous metals (down 2.07%) and electronics (down 1.28%) [2]. Capital Flow Analysis - The main capital outflow from the two markets was 19.519 billion yuan, with 8 industries experiencing net inflows. The food and beverage sector had the highest net inflow of 1.006 billion yuan, while the pharmaceutical sector saw a net inflow of 650 million yuan [2]. - A total of 23 industries experienced net capital outflows, with the electronics sector leading at 4.450 billion yuan, followed by machinery equipment at 3.401 billion yuan. Other sectors with significant outflows included power equipment, communications, and automotive [2]. Electronics Sector Performance - The electronics sector declined by 1.28%, with a total net outflow of 4.450 billion yuan. Out of 461 stocks in this sector, 89 rose, 4 hit the daily limit, and 358 fell. There were 122 stocks with net inflows, with Shenghong Technology leading at 87.297 million yuan, followed by Chipone and Tianjin Printronics with inflows of 64.188 million yuan and 33.841 million yuan, respectively [3]. - The stocks with the largest net outflows included Huadian Technology (-2.185 billion yuan), SMIC (-2.080 billion yuan), and Luxshare Precision (-1.706 billion yuan) [3]. Electronics Sector Capital Inflow and Outflow - **Top Inflow Stocks**: - Shenghong Technology: -0.25%, 4.04% turnover, 87.297 million yuan inflow [4] - Chipone: 0.10%, 1.79% turnover, 64.188 million yuan inflow [5] - Tianjin Printronics: 5.07%, 5.83% turnover, 33.841 million yuan inflow [5] - **Top Outflow Stocks**: - Huadian Technology: -4.39%, 2.64% turnover, -218.501 million yuan outflow [6] - SMIC: -1.21%, 0.72% turnover, -208.132 million yuan outflow [6] - Luxshare Precision: -2.30%, 1.37% turnover, -170.622 million yuan outflow [6]