Market Overview - The Shanghai Composite Index closed at 3363.45 points, up 0.7%, with a trading volume of 453.74 billion yuan [1] - The Shenzhen Component Index closed at 10127.20 points, up 1.24%, with a trading volume of 731.68 billion yuan [1] - The ChiNext Index closed at 2012.55 points, up 1.37%, with a trading volume of 336.65 billion yuan [1] - The STAR Market 50 Index closed at 986.30 points, up 1.61%, with a trading volume of 17.87 billion yuan [1] - The total trading volume of both markets reached 1185.42 billion yuan, an increase of 175.47 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included computer, pharmaceutical biology, electronics, national defense and military industry, communication, media, automotive, and machinery equipment [3] - Active concepts included digital currency, recombinant protein, cross-border payment, CRO, financial tax digitalization, noise prevention, data elements, and domestic software [3] - Weak sectors included beauty care, banking, food and beverage, and precious metals [3] Stock Performance - A total of 4226 stocks rose, while 812 stocks fell, with 84 stocks remaining flat and 25 stocks suspended [3] - 118 stocks hit the daily limit up, while 16 stocks hit the daily limit down [3] - Notable stocks with significant limit-up orders included Yunnei Power, Shanzi Gaoke, and ST United, with closing limit-up orders of 99.10 million shares, 66.23 million shares, and 50.35 million shares respectively [3] Fund Flow - The net inflow of main funds in the Shanghai and Shenzhen markets was 7.43 billion yuan, with 16 sectors showing net inflows [7] - The computer sector had the highest net inflow of 5.61 billion yuan, followed by electronics, non-bank financials, automotive, and national defense and military industry [8] - The mechanical equipment sector experienced the largest net outflow of 1.23 billion yuan [8] Individual Stock Highlights - 71 stocks saw net inflows exceeding 100 million yuan, with Shanzi Gaoke leading at 711 million yuan [10] - Stocks with significant net outflows included Rongfa Nuclear Power, with a net outflow of 764 million yuan, followed by Xue Ren Shares and BYD [14] - Institutional buying was led by Wangzi New Materials, with a net purchase of approximately 41.11 million yuan [18]

Market Overview - The A-share market saw a strong rise with the three major indices up, including the Shanghai Composite Index increasing by 0.7% to 3363.45 points, the Shenzhen Component rising by 1.24% to 10127.2 points, and the ChiNext Index up by 1.37% to 2012.55 points. The North Star 50 Index surged by 2.73% [1] - Total trading volume in the Shanghai, Shenzhen, and North exchanges reached 121.36 billion yuan, an increase of nearly 18 billion yuan compared to the previous day [1] Semiconductor Sector - The semiconductor sector experienced a significant rally, with stocks like GCL-Poly and Guangliwei both hitting the 20% limit up. Other notable performers included Huada Jiutian, which rose nearly 15%, and Taiji Co., which increased over 9% [5][6] - Reports indicated that the U.S. government is requesting local companies to stop exporting software related to semiconductor design technology to China, affecting major companies in the Electronic Design Automation (EDA) market [7] Innovative Drug Sector - The innovative drug concept saw a substantial increase, with stocks such as Ruizhi Pharmaceutical, Yifang Bio, and Shutaishen all hitting the 20% limit up. Changshan Pharmaceutical rose over 15%, reaching new highs [9][11] - Shutaishen announced that it received approval for clinical trials of its STSA-1002 injection for acute respiratory distress syndrome (ARDS), marking a significant step in its drug development [12] Data Element Sector - The data element concept showed strong performance, with stocks like Lakala, Xiongdi Technology, and Tianyang Technology all hitting the 20% limit up. Youbuxun rose over 14% [15][16] - The National Data Bureau announced the launch of the "Data Element ×" competition aimed at promoting the use of public and enterprise data, which is expected to enhance the economic and social development through better data application [17]

Group 1 - The mobile payment sector saw a significant increase of 5.30%, ranking fourth among concept sectors, with 79 stocks rising, including Luqiao Information which hit a 30% limit up [1] - Major gainers in the mobile payment sector included Lakala and Xiongdi Technology, both reaching a 20% limit up, while Yunnei Power, Hengbao Co., and Hailian Jinhui also saw notable increases [1] - The sector's performance was supported by a net inflow of 3.646 billion yuan from main funds, with 64 stocks receiving net inflows, and Lakala leading with a net inflow of 485 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Yunnei Power at 68.10%, Hailian Jinhui at 27.82%, and Hengbao Co. at 26.72% [3] - The mobile payment concept's net inflow rankings highlighted Lakala, Huafeng Super Fiber, and Hailian Jinhui as the top three stocks by net inflow [3][4] - The overall market sentiment was reflected in the performance of other sectors, with digital currency leading with a 6.50% increase, while several sectors experienced declines [2]

Core Viewpoint - The data rights concept has shown a significant increase, with a rise of 4.64%, ranking sixth among concept sectors, indicating strong market interest and investment potential in this area [1][2]. Market Performance - As of May 29, the data rights concept saw 57 stocks increase in value, with notable performers including Lakala and Sifang Jingchuang, both reaching a 20% limit up. Other significant gainers included Zhongke Jincai and Jinqiao Information, which also hit the limit up [1]. - The top gainers in the data rights sector included Youbuxun, Jiechuang Intelligent, and Shencheng Jiao, with increases of 14.13%, 13.15%, and 9.84% respectively [1]. Capital Flow - The data rights concept attracted a net inflow of 2.677 billion yuan from main funds, with 39 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow. Sifang Jingchuang led with a net inflow of 661 million yuan [2][3]. - The stocks with the highest net inflow ratios included Jinqiao Information, Sifang Jingchuang, and Zhongke Jincai, with net inflow ratios of 29.88%, 21.65%, and 20.86% respectively [3]. Sector Comparison - The data rights concept's performance is notable compared to other sectors, with digital currency leading at a 6.50% increase, followed by electronic ID and cross-border payment concepts, which also showed strong gains [2].

截至5月29日收盘，跨境支付(CIPS)概念上涨5.33%，位居概念板块涨幅第3，板块内，53股上涨，拉卡 拉、四方精创、天阳科技等20%涨停，神州信息、京北方、信雅达等涨停，优博讯、新国都、飞天诚信 等涨幅居前，分别上涨14.13%、14.01%、12.84%。跌幅居前的有沪农商行、平安银行、西安银行等， 分别下跌1.46%、0.61%、0.53%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 数字货币 | 6.50 | 草甘膦 | -1.65 | | 电子身份证 | 5.62 | 黄金概念 | -0.66 | | 跨境支付(CIPS) | 5.33 | 供销社 | -0.53 | | 移动支付 | 5.30 | 代糖概念 | -0.37 | | EDR概念 | 4.75 | 社区团购 | -0.27 | | 数据确权 | 4.64 | 乳业 | -0.26 | | 财税数字化 | 4.45 | 培育钻石 | -0.19 | | Web3.0 | 4.43 | 超级品牌 | -0.18 | | 华为鲲鹏 ...

拉卡拉（300773）今日涨停，成交额36.84亿元，换手率22.94%，盘后龙虎榜数据显示，深股通专用席 位买入1.27亿元并卖出3769.94万元。 ...

Group 1: Market Performance - Major indices experienced a strong rebound, with the Shanghai Composite Index rising by 0.7%, Shenzhen Component Index by 1.24%, and ChiNext Index by 1.37% [2] - Over 4,200 stocks in the two markets saw gains, with a total trading volume of approximately 1.19 trillion yuan [2] Group 2: Digital Currency and Software Sector - The digital currency and software sectors led the market rally, with notable stocks like Lakala (300773.SZ) and Sifang Jingchuang (300468.SZ) hitting the daily limit with a 20% surge [2] - New Guodu (300130.SZ) rose over 14%, while Feitian Chengxin (300386.SZ) and Shenzhou Information (000555.SZ) also saw significant increases of 12.84% and 10%, respectively [2] Group 3: Autonomous Driving and Intelligent Connected Vehicles - Stocks related to autonomous driving and intelligent connected vehicles surged, with companies like Fulongma (603686.SH) and Jintour Environment (001230.SZ) hitting the daily limit [3] - A strategic cooperation agreement was signed between Xiaoma Zhixing and Guangzhou Public Transport Group, focusing on autonomous vehicle services [3] Group 4: Innovative Pharmaceuticals - The innovative pharmaceutical sector remains active, with companies like Sanofi Guojian (688336.SH) rising over 12% [4][3] - The sector is supported by policy backing, global competitiveness, and improving fundamentals, with a focus on "innovation + internationalization" [4] Group 5: Automotive Sector - The automotive sector showed strong performance, with Jinlong Automobile (600686.SH) and Dongfeng Co. (600006.SH) both increasing by 10% [5] - The launch of new models by XPeng and supportive government policies in Fujian province are contributing factors to the sector's growth [5] Group 6: Weak Sectors - The precious metals and food processing sectors experienced declines, with companies like Western Gold (601069.SH) and Laiyifen (603777.SH) seeing significant drops [5]

移动支付板块持续走高，路桥信息涨停，雄帝科技（300546）、云内动力（000903）、海联金汇 （002537）此前封板,志晟信息、拉卡拉（300773）、飞天诚信（300386）涨超10%，翠微股份 （603123）、科蓝软件（300663）、优博讯（300531）、天迈科技（300807）、创识科技（300941）等 跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

每经记者｜刘明涛 每经编辑｜肖芮冬 5月29日，A股高开高走，创业板指涨逾1%。截至上午收盘，上证指数涨0.72%报3363.97点，深证成指涨1.12%，创业板指涨1.16%，北证50涨1.78%，科创 50涨1.25%，中证A500涨0.81%。A股半日成交7594.43亿元。 | 3363.97 +24.04 +0.72% | | | | | 上证指数 000001 | ਨੇ | | --- | --- | --- | --- | --- | --- | --- | | SSE 11:30:03 交易中 | | | | | 产深市场核心指数 / ■ + | | | 全额 2837.61亿 关键比率 | | | | | | | | 成交量 | | 246.18亿 | | 2023 | 2024 2025Q | | | 开盘 | | 3340.40 | 毛利率 | 17.19 | 17.22 | 17.17 | | 最高 | | 3368.63 | 净利率 | 9.01 | 9.31 | 10.72 | | 最低 | | 3337.42 | | | | | | 市容液中 14.5 市净率 | | 1.31 ...

Group 1 - The digital currency sector is experiencing significant upward movement, with companies like Xiongtai Technology (300546) hitting the daily limit, and others such as Hailian Jinhui (002537) previously reaching their limit as well [1] - The U.S. Congress is advancing two key pieces of legislation regarding stablecoins, which is influencing market sentiment [1] - Hong Kong's Legislative Council has passed the "Stablecoin Ordinance Draft" on May 21, 2025, establishing a licensing system for fiat-backed stablecoin issuers in the region [1] Group 2 - Notable stock movements include Sifang Jingchuang (300468) rising over 10%, along with other companies like Jida Zhengyuan (003029), Lakala (300773), Airong Software, Meixin Technology (301577), and Kexin Information (300730) also seeing gains [1] - There is a surge of dark pool capital flowing into these stocks, indicating increased investor interest and potential market activity [1]