Group 1 - The A-share small metal sector experienced an initial rise, with Haotong Technology and Xingye Silver Tin both increasing by over 6% [1] - Other companies such as Guiyan Platinum Industry, Xianglu Tungsten Industry, Guangsheng Nonferrous, Yian Technology, and Zhangyuan Tungsten Industry also saw gains [1]

Group 1: Market Overview - US stock markets collectively declined, with the Dow Jones down 0.25%, Nasdaq down 0.83%, and S&P 500 down 0.53% [1] - Tesla shares fell by 14.27%, while Nvidia dropped 1.36%, Apple decreased by 1.08%, and Meta Platforms fell by 0.48% [1] - Circle's IPO in the US saw a significant increase of 168% on its first day [1] - Broadcom's Q2 revenue exceeded expectations with a 20% increase, but AI revenue guidance was underwhelming, leading to a post-market drop of over 5% [1] - The Baltic Dry Index rose by 9.2%, marking its seventh consecutive day of increase [1] Group 2: Economic Indicators - The US trade deficit narrowed significantly, with imports dropping by 16.3% [1] - First-time unemployment claims in the US reached 247,000, the highest level since October 2024 [1] Group 3: Domestic Developments - China's Ministry of Commerce announced that it will approve export license applications for rare earths that meet regulations [2] - The Chinese government plans to establish 10 national data factor comprehensive pilot zones to enhance the integration of the digital economy with the real economy [6] Group 4: Industry Insights - The data factor market is projected to grow significantly, with the scale of data assets entering balance sheets expected to increase from 48.7 billion yuan in 2024 to 827.8 billion yuan by 2030, a growth of over 16 times [7] - The Chinese automotive industry is facing increased regulatory scrutiny to maintain fair competition and promote healthy development [8] - The pharmaceutical sector is seeing a shift in the perception of Metformin, which is now being recognized for its potential anti-aging properties, with studies indicating a 30% higher chance of living to 90 for women taking it compared to those on sulfonylureas [8] Group 5: Corporate Announcements - Guokai Microelectronics plans to acquire 94.37% of the shares of Zhongxin Integrated Circuit (Ningbo) [10] - Maipu Medical intends to purchase 100% of Yijie Medical, which will enhance its capabilities in the field of interventional biomaterials [10] - HT Development is planning to acquire a controlling stake in Zhixueyun, which is expected to constitute a major asset restructuring [11]

Core Viewpoint - The company has signed a strategic cooperation framework agreement with Shenzhen Hive Interconnect Technology Co., Ltd. to leverage their respective strengths and meet industrial software demands, with specific cooperation details to be formalized later [1] Group 1: Agreement Details - The agreement was signed on June 4, 2025, and is a framework and principle-based arrangement, requiring no board or shareholder approval [1] - The cooperation will involve participation in national major technology projects, creating application demonstration points, establishing an engineering technology service center for the die-casting industry, and training talent in industrial software [1] Group 2: Benefits of Cooperation - The collaboration is expected to enhance the company's research and application capabilities and synergistic effects [1] - Utilizing Hive Interconnect's full industry chain layout advantages, the partnership aims to create core industrial software demonstration points and jointly develop engineering technology service centers with practical and promotional value [1] - The initiative will focus on cultivating versatile talents suitable for industrial software research and application, thereby improving the company's development and application capabilities in the industrial software sector [1]

证券代码：300328 证券简称：宜安科技 公告编号：2025-050 号 东莞宜安科技股份有限公司 关于签署战略合作框架协议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、本协议属于双方合作意愿的框架性、原则性约定，尚存在不确定性。本协议所 涉及的具体合作内容将以另行签订的相关正式合作协议或其他双方确认的事项为准， 敬请广大投资者注意投资风险。 2、本协议不涉及具体交易金额的约定，对公司本年度及未来年度经营业绩的影 响，需视后续本协议内容的实际推进情况和实施效果而定。 一、本协议的基本情况 东莞宜安科技股份有限公司（以下称"宜安科技"或 "公司"）与深圳蜂巢互联 科技有限公司（以下称"蜂巢互联"）基于在各自领域的优势及工业软件的需求，于 2025 年 6 月 4 日签署《战略合作框架协议》（以下称"本协议"）。 签署本协议无需提交公司董事会或股东大会审议。后续双方若签署正式合作协议 或有其他实质性进展，公司将根据后续进展情况及时履行相应审批程序和信息披露义 务。 签署本协议不构成关联交易，也不构成《上市公司重大资产重组管理办法》规定 ...

Group 1 - The Dongguan New Generation Artificial Intelligence Innovation Consortium was established on May 29, focusing on addressing common technological issues in the AI industry [1] - Dongguan has formed four innovation consortia covering various fields, including new energy, next-generation communication, future food, and industrial mother machines and molds, with a total expected research funding exceeding 500 million yuan [1] - The consortium is led by Guangdong Optoelectronics Technology Co., Ltd. and includes multiple partners such as vivo, Dongguan New Energy, and various universities and research institutes [1]

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [1]. Core Views - The non-ferrous metals sector experienced a 1.26% increase in the week from May 19 to May 23, ranking it in the middle among all primary industries. Precious metals saw a significant rise of 5.58%, while industrial metals increased by 1.86% [1][14]. - The report highlights that tariff policies and a cooling U.S. Treasury auction have negatively impacted macroeconomic sentiment, leading to a weakening in industrial metals [1][24]. - Gold prices have surged due to deteriorating U.S. fiscal conditions, with COMEX gold closing at $3,357.70 per ounce, a 4.75% increase week-on-week [4][49]. Summary by Sections Market Review - The Shanghai Composite Index fell by 0.57%, while the non-ferrous metals sector rose by 1.26%, outperforming the index by 1.83 percentage points [14]. - Among the sub-sectors, precious metals led with a 5.58% increase, followed by industrial metals at 1.86%, while small metals and new materials declined [1][14]. Industrial Metals - **Copper**: As of May 23, LME copper was priced at $9,614 per ton, up 1.76% week-on-week. Supply remains tight due to mining incidents, but domestic smelting capacity is unaffected in the short term [2][32]. - **Aluminum**: LME aluminum closed at $2,466 per ton, down 0.62%. The supply side is impacted by the shutdown of bauxite mines in Guinea, leading to a significant rise in alumina prices [3][36]. - **Zinc**: LME zinc price increased by 0.78% to $2,713 per ton, while SHFE zinc fell by 1.27% to 22,215 yuan per ton. Zinc inventories decreased week-on-week [39]. - **Tin**: LME tin price decreased by 0.46% to $32,665 per ton, with mixed inventory changes observed [45]. Precious Metals - Gold prices have risen significantly due to concerns over U.S. fiscal health, with a notable increase in both COMEX and SHFE gold prices [4][49]. - The report notes that the U.S. credit rating downgrade and a cooling Treasury auction have further weakened market sentiment, contributing to the rise in gold prices [4][51].

Core Viewpoint - The integrated die-casting concept has shown a positive performance with a 2.15% increase, ranking fifth among concept sectors, indicating strong investor interest and potential growth in this area [1][2]. Group 1: Market Performance - As of May 16, the integrated die-casting sector saw 41 stocks rise, with notable performers including Spring Precision Engineering and Mingke Technology reaching their daily limit up [1]. - The top gainers in the sector included Yian Technology, which increased by 14.40%, Rongtai Co., which rose by 6.69%, and Dongfeng Technology, which saw a 5.22% increase [1][2]. - Conversely, the sector also experienced declines, with Anche Detection, Yongmaotai, and Sanxiang New Materials falling by 2.81%, 1.82%, and 0.50% respectively [1]. Group 2: Capital Flow - The integrated die-casting sector attracted a net inflow of 9.64 billion yuan from major funds, with 25 stocks receiving net inflows [2][3]. - Yian Technology led the net inflow with 3.84 billion yuan, followed by Spring Precision Engineering with 3.74 billion yuan, and Top Group with 1.13 billion yuan [2]. - The net inflow ratios for leading stocks were significant, with Spring Precision Engineering at 39.92%, Mingke Technology at 39.04%, and Yian Technology at 16.89% [3]. Group 3: Stock Performance Metrics - The stock performance metrics for key players in the integrated die-casting sector showed that Yian Technology had a daily increase of 14.40% with a turnover rate of 26.26% [3]. - Spring Precision Engineering also performed well with a 10.06% increase and a turnover rate of 16.78% [3]. - Other notable stocks included Top Group with a 2.29% increase and a turnover rate of 2.02%, and Mingke Technology with a 10.00% increase and a turnover rate of 11.18% [3][4].

Group 1 - The organic silicon concept rose by 1.92%, ranking 9th among concept sectors, with 28 stocks increasing in value, including Jitai Co., which hit the daily limit, and Yian Technology, Yuanxiang New Materials, and Huami New Materials, which rose by 14.40%, 11.08%, and 10.24% respectively [1] - The top gainers in the organic silicon sector included Yian Technology with a net inflow of 384 million yuan, followed by Zhongqi New Materials, Xingfa Group, and Xin'an Co., with net inflows of 87.99 million yuan, 76.39 million yuan, and 56.08 million yuan respectively [1][2] - The main funds' net inflow rates for Xin'an Co., Xingfa Group, and Yian Technology were 22.24%, 19.35%, and 16.89% respectively, indicating strong investor interest [2] Group 2 - The organic silicon sector saw a net inflow of 602 million yuan today, with 20 stocks receiving net inflows, and 6 stocks exceeding 10 million yuan in net inflows [1] - The top stocks by net inflow in the organic silicon sector were Yian Technology, Zhongqi New Materials, and Xingfa Group, with respective net inflows of 384 million yuan, 87.99 million yuan, and 76.39 million yuan [1][2] - The overall market performance showed a mixed trend, with some sectors like PEEK materials gaining 3.40% while others like the horse racing concept declining by 1.41% [1]

证券时报•数据宝统计，截至今日下午14:00，上证综指3365.48点，收于五日均线之下，涨跌幅-0.45%， A股总成交额为8829.75亿元。到目前为止，今日有830只A股价格突破了五日均线，其中乖离率较大的 个股有豪恩汽电、大地电气、宜安科技等，乖离率分别为14.37%、13.62%、10.48%；致远新能、名雕 股份、欣灵电气等个股乖离率较小，刚刚站上五日均线。 （原标题：今日830只个股突破五日均线） | 证券代码 | 证券简称 | 今日涨跌幅 | 今日换手率 | 五日均线（元） | 最新价（元） | 乖离率（%） | | --- | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | | | | | 301488 | 豪恩汽电 | 20.00 | 29.50 | 64.53 | 73.80 | 14.37 | | 870436 | 大地电气 | 20.69 | 13.46 | 21.10 | 23.97 | 13.62 | | 300328 | 宜安科技 | 15.38 | 24.11 | 11.68 | 12.90 | 10.48 | | ...

证券时报·数据宝统计，截至今日上午10:29，上证综指3356.96点，收于五日均线之下，涨跌幅-0.71%， A股总成交额为5118.45亿元。到目前为止，今日有587只A股价格突破了五日均线，其中乖离率较大的 个股有新瀚新材、宜安科技、豪恩汽电等，乖离率分别为11.56%、10.88%、8.91%；双箭股份、博苑股 份、同星科技等个股乖离率较小，刚刚站上五日均线。 5月16日突破五日均线个股乖离率排名 | | 份 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 002819 | 东方中 科 | 7.64 | 12.77 | 31.36 | 32.96 | 5.09 | | 600592 | 龙溪股 份 | 7.12 | 11.15 | 28.23 | 29.63 | 4.97 | （文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） ...