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].

Group 1 - The company has approved a profit distribution plan at the 2024 annual general meeting, proposing a cash dividend of 3 RMB per 10 shares, totaling 129.87 million RMB, based on a total share capital of 432,900,000 shares as of December 31, 2024 [1][6] - The distribution plan complies with the relevant regulations and the company's profit distribution policy, ensuring long-term shareholder returns [2] - The total share capital has remained unchanged from the announcement of the distribution plan to its implementation [3][7] Group 2 - The dividend distribution date is set for June 5, 2025, with the ex-dividend date on June 6, 2025 [8] - The recipients of the dividend are all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shenzhen Branch as of the registration date [9] - Cash dividends will be directly credited to shareholders' accounts through their securities companies, with specific arrangements for those who have reduced their holdings during the distribution application period [11]

Core Viewpoint - The company has approved a profit distribution plan for the fiscal year 2024, proposing a cash dividend of 3 RMB per 10 shares, amounting to a total distribution of 129.87 million RMB to shareholders [1][2]. Profit Distribution Plan - The profit distribution plan was approved at the annual general meeting on May 16, 2025, based on a total share capital of 432,900,000 shares as of December 31, 2024 [1]. - The cash dividend will be distributed to all shareholders, with a total of 129,870,000 RMB to be paid out [1]. - The company will not convert capital reserves into share capital or issue bonus shares as part of this distribution [1]. Dividend Payment Details - The record date for the dividend distribution is set for June 5, 2025, and the ex-dividend date is June 6, 2025 [2]. - The distribution will be made directly to shareholders' accounts through their custodial securities companies [3]. Taxation Information - For Hong Kong market investors and certain foreign institutions, the cash dividend will be 2.70 RMB per 10 shares after tax [2]. - The company will not withhold individual income tax for certain shareholders, with tax obligations calculated based on the holding period upon stock transfer [2].

证券代码：002882 证券简称：金龙羽 公告编号：2025-051 金龙羽集团股份有限公司 2024年年度权益分派实施公告 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。 4．本次实施分配方案距离股东大会审议通过的时间未超过两个月。 二、本次实施的利润分配方案 1．本公司 2024 年年度权益分派方案为：以公司现有总股本 432,900,000 股为基数，向全体股东每 10 股派 3 元人民币现金（含税；扣税后，通过深股通 一、股东大会审议通过利润分配及资本公积金转增股本方案等情况 1．金龙羽集团股份有限公司（以下简称"公司"或"本公司"）股东大会 审议通过的分配方案的具体内容：2025 年 5 月 16 日经本公司 2024 年年度股东 大会审议通过的 2024 年度利润分配方案为：根据有关法规及《公司章程》、股 东回报规划的规定，考虑到股东利益及公司长远发展需求，公司拟以 2024 年 12 月 31 日总股本 432,900,000 股为基数，以母公司可供分配利润向全体股东每 10 股派发现金股利 3 元（含税），共拟派发现金股利 129,870,00 ...

Group 1: Market Overview - The easing of trade tensions in Europe and the US has led to an increase in consumer confidence, resulting in significant gains in US stock markets, with the Dow Jones rising by 1.78%, S&P 500 by 2.05%, and Nasdaq by 2.47% [1] - Tesla shares surged nearly 7%, leading the tech giants, while Nvidia saw a pre-earnings increase of over 3% [1] - Chinese concept stocks faced challenges, with Pinduoduo's Q1 revenue falling short of expectations, leading to a nearly 14% drop in its stock price [1] Group 2: Domestic Developments - The total scale of public offerings in China has surpassed 33 trillion yuan for the first time, marking the seventh historical high since early 2024 [7] - The Ministry of Industry and Information Technology, along with other agencies, issued a plan to enhance digital transformation in the electronic information manufacturing industry, focusing on advanced computing and AI applications [7] - Beijing's economic bureau released an action plan to empower new industrialization through AI, aiming to develop leading models and support flexible production lines for smart products [7] Group 3: Sector Insights - The motorcycle sector is experiencing a revival, with reports indicating a shift in regulations allowing motorcycle use in cities, potentially doubling domestic sales of large-displacement motorcycles to 800,000 units by 2030, with an annual growth rate of 12% [9] - The machine tool industry is set for growth, with a focus on upgrading old machines and integrating AI technology, as the domestic CNC rate has significant room for improvement compared to Japan and Germany [10] - The ultra-high voltage (UHV) power transmission sector is expected to benefit from domestic grid upgrades and international expansion, with a projected market growth rate of over 15% [11] Group 4: Company News - Xiaomi's new car model, YU7, has received a strong response, with user inquiries exceeding those for the previous model, SU7, by three times, indicating a positive market reception ahead of its expected launch in July [12][14] - Zhongcheng Co. plans to acquire 100% of Jiangsu Zhongji's equity, aiming to enhance its capabilities in energy storage projects and expand its industry chain [15] - The company Dingyang Technology has launched a new high-resolution digital oscilloscope series, indicating ongoing innovation in the tech sector [15]

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。 特别提示： 1、公司进行固态电池及其关键材料相关技术的研究开发属于跨界投资，虽 然目前已有订单，但相关业务暂未形成长期稳定收入，对公司整体业绩暂不构 成重大影响。受宏观经济、行业政策、市场环境变化等因素的影响，该项目亦 存在产业化、商用化不及预期的风险。请广大投资者谨慎决策，注意投资风险。 2、公司股价近期波动幅度较大，敬请广大投资者注意二级市场交易风险， 理性决策，审慎投资。 证券代码：002882 证券简称：金龙羽 公告编号：2025-050 金龙羽集团股份有限公司 股票交易异常波动公告 4、公司、控股股东和实际控制人及一致行动人不存在关于本公司的应披露 而未披露的重大事项，或处于筹划阶段的重大事项。 一、股票交易异常波动的情况介绍 金龙羽集团股份有限公司（以下简称"公司"、"本公司"）股票（证券简 称：金龙羽，证券代码：002882）于 2025 年 5 月 23 日、5 月 26 日、5 月 27 日 连续三个交易日内日收盘价格涨幅偏离值累计超过 20％，根据《深圳证券交易 所交易规则》的有关规定，属于股 ...

Core Viewpoint - Jinlongyu (002882) has made progress in the research and development of solid-state batteries and their key materials, with some materials already sent to customers for evaluation [1] Group 1: Company Developments - Jinlongyu's subsidiary, Jinlongyu New Energy (Shenzhen) Co., Ltd., has signed a procurement order for high-energy density solid-state battery cells for drones, although the order amount is small and is not expected to significantly impact the company's profits for the current and future years [1] - The research and development of solid-state batteries and their key materials is considered a cross-industry investment for the company [1] Group 2: Market and Economic Factors - Despite having received orders, the related business has not yet formed a long-term stable income, and thus does not significantly impact the overall performance of the company [1] - The project faces risks related to industrialization and commercialization not meeting expectations due to macroeconomic factors, industry policies, and market environment changes [1]

沪指5月27日下跌0.18%，申万所属行业中，今日上涨的有13个，涨幅居前的行业为纺织服饰、医药生 物，涨幅分别为1.30%、0.97%。跌幅居前的行业为有色金属、电子，跌幅分别为2.07%、1.28%。电力 设备行业今日下跌0.54%。 资金面上看，两市主力资金全天净流出195.19亿元，今日有8个行业主力资金净流入，食品饮料行业主 力资金净流入规模居首，该行业今日上涨0.17%，全天净流入资金10.06亿元，其次是医药生物行业，日 涨幅为0.97%，净流入资金为6.50亿元。 主力资金净流出的行业有23个，电子行业主力资金净流出规模居首，全天净流出资金44.50亿元，其次 是机械设备行业，净流出资金为34.01亿元，净流出资金较多的还有电力设备、通信、汽车等行业。 电力设备行业今日下跌0.54%，全天主力资金净流出26.88亿元，该行业所属的个股共356只，今日上涨 的有172只，涨停的有8只；下跌的有170只，跌停的有1只。以资金流向数据进行统计，该行业资金净流 入的个股有121只，其中，净流入资金超3000万元的有6只，净流入资金居首的是金龙羽，今日净流入资 金1.22亿元，紧随其后的是融发核电、国轩 ...

Core Insights - Jinlongyu's stock increased by 1.84% with a trading volume of 1.736 billion yuan and a turnover rate of 30.39% on the day [2] - The stock's price fluctuation reached 17.82%, leading to its listing on the Shenzhen Stock Exchange's watchlist [2] - Institutional investors net bought 16.3715 million yuan while the Shenzhen Stock Connect saw a net sell of 28.1583 million yuan [2] Trading Activity - The top five trading departments accounted for a total transaction volume of 311 million yuan, with a net sell of 67.5419 million yuan [2] - The leading buying department was China International Capital Corporation's Shanghai branch, with a buy amount of 23.2411 million yuan and a sell amount of 3.8884 million yuan [2] - The largest selling department was the Shenzhen Stock Connect, with a buy amount of 12.4054 million yuan and a sell amount of 40.5637 million yuan [2] Fund Flow - The stock experienced a net outflow of 204 million yuan in principal funds, with a significant outflow of 121 million yuan from large orders [2] - Over the past five days, the stock saw a net inflow of 60.5519 million yuan in principal funds [2]

风电&电网：红海湾六海上风电启动 500KV 海缆招标，丹麦政府重启海上风电补 贴，预期 2025 年秋季启动 3GW 招标。5 月 21 日，深圳能源电子招标投标平台 发布《深能汕尾红海湾六海上风电项目 500kV 海底电缆供货及敷设采购项目招标 公告》。丹麦能源部宣布，丹麦政府将于今年秋季启动 3GW 海上风电招标，并将 为开发商提供高达 552 亿丹麦克朗（折合人民币约 603.78 亿元）的补贴。 氢能：阳光电源再投 43 亿建绿色氢氨醇项目！据全球氢能，2025 年 5 月 20 日， 黑龙江省齐齐哈尔市富裕县阳光新能源绿色氢氨醇一体化项目备案。据公示信息， 该项目总投资额为 42.67 亿元，项目总占地约 541200 平方米，新建办公用房座， 利用风光发电自建电解水制氢装置生产绿氢，年产 30 万吨绿色甲醇和 10 万吨绿 氨。项目法人单位为富裕县成阳绿氢能源有限公司，隶属于阳光电源，是阳光新能 源开发股份有限公司旗下全资控股公司。近年来，从制氢装备到绿氢项目投资，阳 光电源积极布局氢能产业，不断拓宽氢能的应用场景。优质设备厂商双良节能、华 电重工、昇辉科技、华光环能。推荐关注氢气压缩机头部标的 ...