Market Performance - The financial tax digitalization concept index declined by 2.60%, ranking among the top declines in the concept sector as of May 23 [1] - Within this sector, stocks such as Zhiyuan Huilian, Guangyun Technology, and Shensi Electronics experienced significant declines, while two stocks, Hehe Information and Shenzhou Information, saw increases of 2.03% and 1.10% respectively [1] Concept Sector Overview - The top-performing concept sectors today included Controlled Nuclear Fusion with a rise of 2.38% and CRO Concept with an increase of 1.51%, while the financial tax digitalization sector was among the worst performers with a decline of 2.60% [2] - The financial tax digitalization sector experienced a net outflow of 1.557 billion yuan, with 53 stocks seeing net outflows, and 9 stocks with outflows exceeding 50 million yuan [2] Major Stocks in Financial Tax Digitalization - The stock with the highest net outflow was Huibo Yuntong, with a net outflow of 370.35 million yuan, followed by Runhe Software and Tianyuan Dike with outflows of 229.09 million yuan and 130.34 million yuan respectively [2] - Stocks with the highest net inflows included Hehe Information, Shenzhou Information, and Wanda Information, with inflows of 62.75 million yuan, 56.24 million yuan, and 16.79 million yuan respectively [4]

计算机行业今日上涨0.20%，全天主力资金净流出19.70亿元，该行业所属的个股共336只，今日上涨的 有240只，涨停的有2只；下跌的有88只。以资金流向数据进行统计，该行业资金净流入的个股有149 只，其中，净流入资金超5000万元的有6只，净流入资金居首的是新晨科技，今日净流入资金8103.70万 元，紧随其后的是新北洋、彩讯股份，净流入资金分别为7779.11万元、6886.38万元。计算机行业资金 净流出个股中，资金净流出超亿元的有7只，净流出资金居前的有天源迪科、华胜天成、润和软件，净 流出资金分别为3.14亿元、2.79亿元、2.70亿元。（数据宝） 计算机行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300542 | 新晨科技 | 5.90 | 15.13 | 8103.70 | | 002376 | 新北洋 | 4.11 | 9.53 | 7779.11 | | 300634 | 彩讯股份 | 4.53 | 6.79 | 6886.38 | | 600797 | ...

5月7日，上证指数早盘冲高回落，尾盘震荡回升；深证成指、创业板指、科创50指数早盘冲高回落，午后持续回落，尾盘 震荡回升。截至收盘，上证指数报3342.67点，涨0.8%，成交额5952.3亿元；深证成指报10104.13点，涨0.22%，成交额 8731.03亿元；创业板指报1996.51点，涨0.51%，成交额4150.26亿元；科创50指数报1030.19点，涨0.36%，成交额275.9亿 元。沪深两市合计成交14683.33亿元，成交额较上一交易日增加1321.42亿元。 国防军工、银行等行业走强 *ST宇顺连收9个涨停板 盘面上来看，行业板块、概念涨多跌少。其中，国防军工、银行、保险、化工、房地产、石油石化、电力设备、煤炭等行 业涨幅靠前；转基因、环氧丙烷、粮食、空间站、民爆、商业航天、租售同权、钛白粉、人脑工程等概念走势活跃。传 媒、计算机、电子、教育、珠宝首饰等行业跌幅居前；Kimi、国资云、数据确权、财税数字化、盲盒经济等概念走势较 弱。涨停个股主要集中在化工、机械设备、汽车、国防军工、建筑装饰等行业。 个股涨跌情况，截至收盘，沪深两市合计3143只个股上涨，1781只个股下跌，平盘个股20 ...

二、公司关注并核实的相关情况说明 针对公司股票交易异常波动的情况，公司进行了自查并向主要股东就相关事 项进行了核实： 1、公司前期所披露的信息，不存在需要更正、补充之处。 证券代码：300047 证券简称：天源迪科 公告编号：2025-30 深圳天源迪科信息技术股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动的情况介绍 深圳天源迪科信息技术股份有限公司（以下简称"公司"）股票连续三个交 易日（2025年4月30日、2025年5月6日、2025年5月7日）收盘价格涨幅偏离值 累计超过30%，根据深圳证券交易所有关规定，属于股票交易异常波动的情况。 规则》等有关规定应予以披露而未披露的、对本公司股票及其衍生品种交易价格 产生较大影响的信息；公司前期披露的信息不存在需要更正、补充之处。 四、必要的风险提示 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 3、公司及主要股东不存在关于公司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。 4、近期公司生产经 ...

天源迪科（300047）今日涨8.46%，成交额47.47亿元，换手率48.90%，盘后龙虎榜数据显示，深股通专 用席位买入2.35亿元并卖出1.91亿元，3家机构专用席位净买入1.68亿元。 ...

Group 1 - The Hongmeng concept stocks rose by 4.48%, ranking sixth among concept sectors, with 230 stocks increasing in value [1] - Notable gainers include Huiwei Intelligent, which surged by 30%, and several others like Jiulian Technology and Tianyuan Dike, which both hit the 20% limit up [1] - The overall market saw a significant inflow of capital into the Hongmeng concept sector, with a net inflow of 4.328 billion yuan, indicating strong investor interest [2] Group 2 - The top stocks in the Hongmeng concept sector by net capital inflow include Yanshan Technology with 780.156 million yuan, Changshan Beiming with 696.021 million yuan, and Tianyuan Dike with 525.591 million yuan [3][4] - The net inflow ratio for stocks like Dahua Intelligent and *ST Guohua reached 44.49% and 33.74% respectively, highlighting strong buying interest [3] - The overall performance of the Hongmeng concept stocks reflects a positive sentiment in the market, with many stocks experiencing significant price increases [2][3]

Group 1 - The digital currency concept index rose by 4.45%, ranking 7th among concept sectors, with 80 stocks increasing in value [1] - Notable gainers included Tianyuan Dike, which hit the daily limit with a 20% increase, and Hainan Huatie, Nantian Information, and ST Zhengtong, which also reached the daily limit [1] - The top gainers in the sector included Zhongyi Technology, Runhe Software, and Youbuxun, with increases of 9.69%, 9.55%, and 8.27% respectively [1] Group 2 - The digital currency sector saw a net inflow of 2.524 billion yuan, with 56 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2] - Hainan Huatie led the net inflow with 624 million yuan, followed by Tianyuan Dike, Runhe Software, and Nantian Information with net inflows of 526 million yuan, 385 million yuan, and 159 million yuan respectively [2] - The net inflow ratios for Nantian Information, Tianyuan Dike, and Hainan Huatie were 33.73%, 25.85%, and 17.82% respectively [3] Group 3 - The top stocks in the digital currency sector based on daily performance included Hainan Huatie with a 10.04% increase and Tianyuan Dike with a 20% increase [3] - Other notable performers included Runhe Software and Nantian Information, which increased by 9.55% and 10.02% respectively [3] - Stocks such as Xinyuan Technology and Xiaoshangcheng experienced declines of 4.42% and 0.85% respectively [6]

鸿蒙概念延续强势 天源迪科涨超15% 智通财经5月6日电，天源迪科直线拉升涨超15%，此前达华智能涨停，汉仪股份、科蓝软件、亚信安 全、荣科科技、蜂助手、润和软件等涨幅靠前。消息面上，据媒体报道，华为开发者大会HDC·2025定 档6月20-22日召开，根据华为发布的邀请函显示，这次大会可以深度体验HarmonyOS最新版本的设计。 此外，鸿蒙PC版也可能会在此次大会亮相。 ...

Market Overview - The main board saw significant gains with notable stocks such as Hubei Broadcasting (+10.04%), Tongding Internet (+10.02%), and Shanghai Film (+10.01%) leading the charge [1] - The ChiNext board also performed well, highlighted by Everbright Tongchuang (+20.01%) and Creative Information (+19.93%) [1] - The Sci-Tech Innovation board was led by Dekeli (+15.41%) and Lingzhi Software (+14.46%) [1] - Active sub-industries included SW Communication Application Value-Added Services (+3.09%) and SW Horizontal General Software (+3.01%) [1] Domestic News - Tianyue Advanced is expanding its production capacity for silicon carbide single crystal with a project to produce 500 tons annually, aiming for equipment installation by May 2025 and trial production by June [1] - Saizhuo Electronics has officially launched a vehicle-grade semiconductor packaging project with a total investment of 500 million, enhancing its strategic positioning in the vehicle-grade integrated circuit sector [1] - TSMC has commenced construction of its third semiconductor factory in Phoenix, Arizona, with completion expected between 2028 and 2030, utilizing advanced 2nm and 1.6nm process technologies [1] - Jinghe Integrated reported an increase in revenue from 55nm products, driven by higher shipments of DDIC/CIS products, with automotive chip development progressing smoothly [1] Company Announcements - Shen Si Electronics announced receipt of government subsidies amounting to 1.821 million yuan, representing 11.17% of its latest audited net profit attributable to shareholders [3] - Jiangbolong disclosed a plan for a major shareholder to reduce holdings by up to 4.16 million shares, accounting for 1.00% of total share capital, between May and August 2025 [3] - Tongguan Copper Foil reported a share buyback of 3,800 shares, representing 0.00046% of total share capital, with a total transaction amount of 37,976 yuan [3] - Huada Jiutian is progressing with a major asset restructuring, with ongoing audits and due diligence [3] Overseas News - Current global tariff rates, if unchanged, are expected to increase Apple's costs by $900 million for the quarter ending June [4] - Samsung Electronics is in discussions with Nvidia, Broadcom, and Google to develop custom 6th generation high bandwidth memory (HBM4), with deliveries anticipated as early as next year [4] - Samsung has confirmed plans to introduce vertical channel transistor (VCT) technology after the 7th generation 10nm DRAM process, with products expected in 2 to 3 years [4] - In Q1 2025, the global AMOLED smartphone panel market in South Korea accounted for 49.2%, while domestic manufacturers held a 50.8% share, showing resilience despite a year-on-year decline [4]

Core Insights - Huawei Euler concept stock rose by 3.11%, ranking 8th among concept sectors, with 42 stocks increasing in value [1] - The leading gainers in the sector included Creative Information with a 20% limit up, followed by Tianyuan Dike and Tuosida with increases of 8.89% and 5.38% respectively [1] - The sector saw a net inflow of 172 million yuan from main funds, with 24 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [1] Fund Flow Analysis - Creative Information, Tuosida, and Jingjiawei had the highest net inflow ratios at 26.97%, 9.50%, and 9.21% respectively [2] - The top stocks in the Huawei Euler concept for net fund inflow included Softcom Power with 149 million yuan, Creative Information with 98.79 million yuan, and Tuosida with 77.79 million yuan [2] - The trading volume and turnover rates for these stocks indicate strong investor interest, with Creative Information showing a turnover rate of 9.93% [2] Performance Summary - The overall performance of the Huawei Euler concept was positive, with several stocks showing significant gains, while a few experienced declines, such as Xincheng Technology and Zhongke Tongda, which fell by 1.20% and 1.04% respectively [1][3] - The concept sector's performance was contrasted by other sectors, such as Free Trade Port and Dye, which saw declines of -1.28% and -1.21% respectively [1] - The data indicates a robust interest in AI and technology-related stocks, particularly those associated with Huawei's initiatives [1][2]