| 新股发行及今日交易提示 | 2025/5/29 | 星期四 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/5/29 | 新股上市 | 证券代码 | 证券简称 | 发行价格 | | | | | | 001390 | 古麒绒材 | 12.08 | 2025/5/29 | 内地市场权益提示 | | | | | | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | http://www.cninfo.com.cn/new/disclosure/detail?stockCode=001390&announcementId=122371 | 上市首日风险提示 | 001390 | 古麒绒材 | | 1687&orgId=gfbj0831908&announcementTime=2025 | -05-29 | http://www.cninfo.com.cn/new/disclosure/detail?stockCode=002750&announcementId=122371 | 退市整理期 ...

三友科技30%涨停，万马科技、玉禾田20%涨停，得润电子、通达电气、东风股份、合兴股份、兴民智 通等逾20股涨停。 5月29日，无人驾驶概念持续走强，截至发稿，三友科技30%涨停，万马科技、玉禾田20%涨停，得润 电子、通达电气、东风股份、合兴股份、兴民智通等逾20股涨停。 | 代码 | | 涨幅量 | | --- | --- | --- | | 834475 | 三友科技 | +29.98% | | 300698 | 万马科技 | +19.99% | | 300812 | 玉禾田 | +19.98% | | 688280 | 精进电动 --- | +15.65% | | 688648 | 中邮科技 | +15.36% | | 835579 | 机科股份 | +14.42% | | 300771 | 智菜科技 | +13.85% | | 301366 | 一博科技 | +11.86% | | 873806 | 云星宇 | +11.04% | | 000826 | 启迪环境 | +10.14% | | 000903 | 云内动力 | +10.10% | | 005062 | 得润电子 | +10.09% | | ...

Group 1 - The market is shifting focus from "water" concepts to "vehicle" concepts, with significant gains in the autonomous vehicle sector, particularly in unmanned logistics and sanitation vehicles [1][2] - Companies like Yuhua Tian and Bosch Tech saw stock increases of over 19% and 20% respectively, with several other stocks hitting their daily limit [1][2] - The application of unmanned logistics vehicles is expanding from closed environments to open urban distribution scenarios, with the market expected to exceed 100 billion yuan [1][4] Group 2 - The automotive supply chain is experiencing a surge, with autonomous vehicle stocks leading the gains, including Robovan, Robotaxi, and Robosweeper concepts [2] - The Ministry of Commerce's recent plan aims to foster leading enterprises in the digital supply chain and promote the use of smart logistics technologies, including unmanned delivery vehicles [3][4] - The potential market for unmanned logistics vehicles is projected to grow significantly, with estimates suggesting that by 2025, leading companies could deliver tens of thousands of units, and a penetration rate of over 17% in the last-mile delivery market could lead to a market size exceeding 100 billion yuan [4][5] Group 3 - Recent developments in the autonomous driving industry include strategic partnerships and expansions by companies like Pony.ai and Baidu, indicating a growing presence in global markets [4] - Tesla plans to launch its Robotaxi service in Austin, Texas, by the end of June, with projections indicating a significant market size for Robotaxi services by 2030 [5][6] - The market for autonomous trucks is expected to enter a phase of full automation testing by 2025, with the combined market for autonomous truck systems and services projected to exceed 400 billion yuan by 2030 [6]

玉禾田（300815）发布异动公告，公司股票连续两个交易日收盘价格涨幅偏离值累计31.00%，属于股 票交易异常波动情况。经核查，公司及控股股东、实际控制人均不存在应披露而未披露的重大信息，公 司目前经营情况及内外部经营环境未发生重大变化。公司不存在违反信息公平披露的情形，且控股股 东、实际控制人在股票异常波动期间不存在买卖公司股票的行为。 ...

证券代码：300815 证券简称：玉禾田 公告编号：2025-042 玉禾田环境发展集团股份有限公司 股票交易异常波动公告 本公司及其董事、监事、高级管理人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。 3、公司目前经营情况及内外部经营环境未发生重大变化； 4、经核查，公司控股股东、实际控制人不存在关于公司应披露而未披露的 重大事项，或处于筹划阶段的重大事项；公司控股股东、实际控制人在公司股票 异常波动期间不存在买卖公司股票的行为； 5、经核查，公司不存在违反信息公平披露的情形。 一、股票交易异常波动的情况介绍 玉禾田环境发展集团股份有限公司（证券简称：玉禾田，证券代码：300815， 以下简称"公司"）于 2025 年 5 月 27 日、5 月 28 日连续两个交易日收盘价格涨 幅偏离值累计 31.00%，根据《深圳证券交易所交易规则》的规定，属于股票交易 异常波动的情况。 二、公司关注并核实相关情况说明 针对公司股票异常波动，公司董事会对公司控股股东及实际控制人就相关问 题进行了核实，确认公司及公司控股股东、实际控制人均不存在应披露而未披露 的重大信息，现将有关情况说明如下： ...

Market Overview - The Shanghai Composite Index fell by 0.02% on May 28, with 11 industries rising, led by textiles and apparel, and environmental protection, which increased by 1.17% and 0.89% respectively [1] - The environmental protection sector saw a net inflow of 325 million yuan, with 133 stocks in the sector, of which 75 rose and 54 fell [1] Environmental Protection Sector Performance - The environmental protection industry rose by 0.89%, with a total of 75 stocks increasing in value, including 6 hitting the daily limit [1] - The top three stocks by net inflow were: - Yuhua Tian (玉禾田) with a net inflow of 90.35 million yuan, up 20% - Boschke (博世科) with a net inflow of 79.18 million yuan, up 20% - Qiaoyin Co. (侨银股份) with a net inflow of 49.54 million yuan, up 9.98% [1] Fund Flow Analysis - A total of 68 stocks in the environmental protection sector experienced net inflows, with 18 stocks seeing inflows exceeding 10 million yuan [1] - The stocks with the highest net outflows included: - Shanghai Washba (上海洗霸) with a net outflow of 25.10 million yuan, down 2.99% - High Energy Environment (高能环境) with a net outflow of 25.04 million yuan, up 2.69% - Guozhong Water (国中水务) with a net outflow of 20.77 million yuan, down 2.01% [2][3]

截至5月28日收盘，垃圾分类概念上涨1.39%，位居概念板块涨幅第6，板块内，56股上涨，博世科、玉 禾田等20%涨停，启迪环境、悦达投资、南都物业等涨停，新安洁、宇通重工、机科股份等涨幅居前， 分别上涨12.42%、5.92%、5.86%。跌幅居前的有农尚环境、九洲集团、博盈特焊等，分别下跌4.22%、 3.86%、3.18%。 份 楹 | 300560 | 中富通 | 0.33 | 4.84 | 465.29 | 4.15 | | --- | --- | --- | --- | --- | --- | | 600817 | 宇通重 | 5.92 | 5.98 | 460.26 | 1.12 | | | 工 | | | | | | | 汉嘉设 | | | | | | 300746 | 计 | 3.83 | 5.90 | 404.13 | 2.22 | | 300190 | 维尔利 | 1.80 | 1.82 | 402.24 | 8.37 | | 600846 | 同济科 | 0.00 | 0.58 | 374.91 | 11.00 | | | 技 | | | | | | 002554 | 惠博普 | 1. ...

截至5月28日收盘，医疗废物处理概念上涨2.66%，位居概念板块涨幅第1，板块内，28股上涨，博世 科、玉禾田等20%涨停，启迪环境、侨银股份等涨停，万邦达、中广核技、机科股份等涨幅居前，分别 上涨7.30%、7.08%、5.86%。跌幅居前的有*ST辉丰、国林科技、启迪设计等，分别下跌2.48%、 2.24%、1.55%。 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（%） | | --- | --- | --- | --- | | 医疗废物处理 | 2.66 | 环氧丙烷 | -1.90 | | 可燃冰 | 2.50 | 转基因 | -1.75 | | 乳业 | 2.02 | 兵装重组概念 | -1.73 | | 可控核聚变 | 1.88 | 光刻胶 | -1.60 | | 毛发医疗 | 1.41 | 大豆 | -1.56 | | 垃圾分类 | 1.39 | 成飞概念 | -1.55 | | 啤酒概念 | 1.14 | 氟化工概念 | -1.52 | | 海工装备 | 1.12 | CRO概念 | -1.50 | | 页岩气 | 0.98 | 细胞免疫治疗 | -1. ...

医废处理、可燃冰、乳业、可控核聚变、服装家纺板块走强，互联网电商、医疗服务板块领跌。 5月28日，三大股指集体收跌，上证指数报收3339.93点，跌0.02%；深成指报收10003.27点，跌0.26%； 创业板指报收1985.38点，跌0.31%。 东方证券：月末流动性扰动延续，债市融资高峰下，长债端收益率或维持高位，市场资金整体偏紧。结 构性行情下，新消费、新制造相继轮动。持续性上，业绩印证度较好的细分行业，短期弹性可能相对更 好，例如消费、医药等领域业绩印证相对可控。而科技条线，则更依赖后续行业突破带来的发力机会， 关注机器人、智能驾驶、互联网平台等领域的左侧机会。 盘面上，医废处理、可燃冰、乳业、可控核聚变、服装家纺板块走强，互联网电商、医疗服务板块领 跌。 具体到个股来看，雪人股份、供销大集、国芳集团获净流入5.06亿元、3.37亿元、3.36亿元。 净流出方面，比亚迪、中国长城、赛力斯遭抛售8.33亿元、7.51亿元、6.21亿元。 【机构观点】 | 板块名称 | 涨幅量 | 主力净量 | 主力金额 | 板块名称 | 涨幅合 | 主力净量 | 主力金额 | | --- | --- | --- | ...

28日早盘，A股维持窄幅震荡走势；港股冲高回落，两大股指小幅下挫。 具体来看，三大股指盘中震荡回落，随后发力拉升。截至午间收盘，沪指微涨0.07%报3342.93点，深证成指跌0.04%报 10025.31点，创业板指涨0.02%报1992.13点，沪深北三市合计成交6679亿元。 场内近3500股飘绿，医药、地产、券商等板块走低；宠物经济概念回落，天元宠物、美农生物跌近10%。无人物流车概念活 跃，德邦股份连续两日涨停，飞力达涨超8%；无人环卫车概念亦拉升，玉禾田一度涨停，启迪环境、侨银股份等均涨停；核 电概念再度爆发，融发核电连续4日涨停，长城电工、汇金通斩获3连板；值得注意的是，"新消费"概念延续强势，会稽山连续 3日涨停续创新高，欢乐家20%涨停，均瑶健康收获3连板。 无人驾驶概念爆发 无人物流车、环卫车等无人驾驶概念盘中强势拉升，截至午间收盘，玉禾田涨超19%，盘中一度涨停；博世科涨近12%，盘中 一度涨停，云内动力、通达电气斩获3连板，启迪环境、德邦股份等亦涨停。 | 代码 | 名称 | | · 涨幅% | 现价 | 涨跌 | 采价 | 卖价 | 总量 | | --- | --- | --- | ...