除了电子设备和仪器、集成电路，医疗保健、工业机械、电子元件等板块也获得了较多外资机构的关 注。百济神州、汇川技术、新产业、深南电路等行业龙头接受外资调研的次数位居前列。 ◎记者 王彭 据统计，5月以来，200余家外资机构现身A股上市公司调研名单，累计调研逾500次。具体而言，以电 子设备和仪器、集成电路为代表的硬科技领域是外资关注的焦点。 Wind数据显示，截至6月4日，5月以来共有222家外资机构调研了185家A股公司，累计调研532次。在这 份调研名单上，高盛、富达、贝莱德、瑞银、安联、Point72等机构频频现身。在接受外资机构调研的 行业中，代表硬科技领域的电子设备和仪器、集成电路等板块获得最多外资机构的关注。据统计，奥普 特、澜起科技、沪电股份、奥比中光等公司均吸引了30家以上外资机构的调研。 以澜起科技为例，公司5月29日披露了一份投资者关系活动记录表，瑞银、安联、富达、Point72等知名 外资机构均现身调研名单；沪电股份近日披露的投资者关系活动记录表显示，贝莱德、富达、高盛、摩 根大通等外资机构参与了公司5月19日的特定对象调研。 被称为"华尔街最疯狂的赚钱机器"的Point72在此期间调研1 ...

Group 1 - The National Enterprise Win ETF (159719) has seen a slight increase of 0.07%, with a latest price of 1.52 yuan as of June 3, 2025, and a cumulative increase of 0.66% over the past week as of May 30, 2025 [1] - The liquidity of the National Enterprise Win ETF shows a turnover of 2.19% with a transaction volume of 2.4277 million yuan, and an average daily transaction volume of 17.576 million yuan over the past year [1] - The CSI Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index (931000) has increased by 0.24%, with notable increases in constituent stocks such as Steady Medical (10.23%) and Zhongke Feimeng (6.42%) as of June 3, 2025 [3] Group 2 - A recent notice emphasizes the need to optimize the salary distribution for skilled positions in state-owned enterprises, linking salary to job value and skill level, and establishing a special allowance for skilled talents [4] - The notice also proposes a mechanism for salary growth for skilled talents, encouraging companies to adopt diversified incentive methods and establish a talent evaluation system based on innovation and contribution [4] - The central enterprises are accelerating their development in strategic emerging industries, with state-owned capital investment companies focusing on key areas and increasing their investment in new industries [5] Group 3 - The National Enterprise Win ETF closely tracks the FTSE China National Enterprise Open Win Index, which consists of 100 constituent stocks, including major "China National" stocks like China Petroleum and China Mobile [5] - The Greater Bay Area ETF tracks the CSI Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index, with the top ten weighted stocks accounting for 53.21% of the index, including companies like BYD and Ping An Insurance [5]

5月27日，郑州市市统计局和国家统计局郑州调查队发布4月全市经济运行情况。4月份，全市上下扎实 推进各项改革任务和政策举措落地见效，经济运行延续稳中向好发展态势。 工业生产平稳增长。4月全市规模以上工业增加值同比增长8.1%。规上工业37个行业大类中，近七成行 业生产保持增长。新材料产业、汽车制造业、电子信息工业增加值分别同比增长16.1%、13.9%、 12.3%，对规上工业贡献率合计66.5%，带动作用明显。1~4月，全市规模以上工业增加值同比增长 8.6%。 消费市场持续回暖。4月份，全市社会消费品零售总额507亿元，同比增长6.7%。其中，限额以上单位 消费品零售额增长13.4%。全市限额以上单位的21类商品中，15类商品零售额实现同比增长，增长面 71.4%，比上月扩大14.3个百分点。网上订单保持活跃。限额以上单位通过公共网络实现的商品零售额 同比增长34.1%，连续8个月保持两位数高速增长。以旧换新扩围提质持续显效。4月全市限额以上单位 计算机及其配套产品、可穿戴智能设备、家用电器和音像器材类商品零售额分别同比增长2.3倍、1.4 倍、45.4%。1~4月，全市社会消费品零售总额2194亿元，同 ...

Core Viewpoint - State-owned enterprises (SOEs) are accelerating investments in strategic emerging industries, focusing on key areas and enhancing their competitive edge through precise layouts and differentiated development [1][2]. Group 1: Investment Trends - SOEs have increased their investment in strategic emerging industries, with a reported year-on-year growth of 6.6% in the first quarter of this year [2]. - By 2025, the revenue from strategic emerging industries is expected to account for 35% of central enterprises' total revenue [2]. - Major projects in renewable energy, such as the 100 MW wind power project and the 400 MW offshore photovoltaic project, have been successfully connected to the grid, indicating significant progress in technology application and scale construction [2]. Group 2: Capital Empowerment - State-owned capital investment and operation companies are building an ecosystem for strategic emerging industries, with China Chengtong managing 71% of its total investment in these sectors [3]. - The "Chengtong Science and Technology Investment Fund" has been established with an initial scale of 10 billion yuan, focusing on new materials [3]. - China Guoxin's investment in strategic emerging industries has reached nearly 80%, covering nine major fields, and it has developed specific guidelines for investment strategies [3]. Group 3: Strategic Development - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes orderly development in strategic emerging industries, transitioning from expansion to internal strengthening [5]. - The development of strategic emerging industries is moving from the initial stage to a more advanced phase, with a focus on recognizing, investing, and practicing [5]. - Recommendations include precise boundary delineation for SOEs in emerging industries to reduce disorderly investments and resource waste [6].

Core Viewpoint - The company has received four medical device registration certificates from the National Medical Products Administration and the Guangdong Provincial Medical Products Administration for various diagnostic test kits [1] Group 1 - The company obtained registration for the Hepatitis E Virus IgM Antibody Test Kit (Magnetic Microparticle Chemiluminescence Method) [1] - The company received approval for the Hepatitis E Virus IgG Antibody Test Kit (Magnetic Microparticle Chemiluminescence Method) [1] - The company has been granted a registration certificate for the Zinc Determination Test Kit (PAPS Colorimetric Method) [1] - The company also received a registration certificate for the Direct Bilirubin Determination Test Kit (Heavy Nitrogen Salt Method) [1]

证券代码：300832 证券简称：新产业 公告编号：2025-045 深圳市新产业生物医学工程股份有限公司 关于获得医疗器械注册证的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 近日，深圳市新产业生物医学工程股份有限公司（以下简称"公司"）收到 了 2 项国家药品监督管理局、2 项广东省药品监督管理局颁发的《医疗器械注册 证》。具体情况如下： | 序 | 产品名称 | 注册 | 注册证编号 | | | 注册证有效期 | | | 适用范围 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | | 分类 | | | | | | | | | 1 | 戊 型 肝 炎 病 毒 | | | | | | | | 本试剂盒用于体外 | | | IgM 抗体检测试 | Ⅲ类 | 国械注准 | 2025 | 年 | 05 月 | 29 | 日至 | 定性检测人血清或 | | | 剂盒（磁微粒化 | | 20253401031 | 2030 | 年 | 月 05 | 28 | 日 | 血浆 ...

Group 1: Event Overview - The event was an earnings briefing held online from May 6 to May 30, 2025 [2] - A total of 113 participants from various institutions attended the event [2] - The event took place at the New Industry Biomedical Engineering Building in Shenzhen [2] Group 2: Participants - Notable participating institutions included Alliance Bernstein, Baillie Gifford & Co Limited, and Fidelity International Limited [6] - The list of participating institutions is detailed in the attached document [5] Group 3: Company Representatives - The event featured company representatives including Zhang Lei, the Deputy General Manager and Secretary of the Board, and Lü Yuning, the Investor Relations Officer [2] - No new major communication content was introduced beyond previously disclosed investor relations activities [2]

Core Insights - The Ministry of Industry and Information Technology emphasizes the importance of achieving new industrialization as a key task in the "14th Five-Year" industrial and information technology planning [1] - The planning process will focus on a unified approach of goal orientation and problem orientation, systematically outlining phased goals, key tasks, major projects, and significant policy measures [1] Group 1 - The planning will address major trends in the new round of technological revolution and industrial transformation, recognizing the impact of cutting-edge technology on manufacturing [1] - There will be a proactive deployment of new industries and new tracks, establishing a solid digital technology foundation to promote artificial intelligence in new industrialization [1] - The focus will be on developing new quality productivity, integrating old and new industries, and targeting high-end, intelligent, and green development [1] Group 2 - The initiative aims to comprehensively advance the transformation and upgrading of traditional industries while actively developing emerging industries [1] - There will be an emphasis on preemptive layout for future industries and accelerating the construction of a modern industrial system centered on advanced manufacturing [1] - The integration of technological innovation and industrial innovation will be a key pathway, enhancing the role of enterprises in technological innovation and utilizing national high-tech zones as a platform [1]

Group 1 - The core idea of the articles revolves around the development of the "Five New Industries" in Jintan, Jiangsu, focusing on new energy, new infrastructure, new materials, new medicine, and new intelligent equipment, which are driving high-quality economic growth [1][2][3] - Jintan is positioning itself as a hub for the power battery industry, with companies like Zhongxin Innovation and Honeycomb Energy leading the market, holding significant global market shares of 3.9% and 2.5% respectively [3][4] - The local government has actively supported the growth of these companies, facilitating their transition and expansion, which has resulted in substantial revenue growth for Zhongxin Innovation, with a 141.3% increase in 2021 and a 198.9% increase in 2022 [4] Group 2 - Jintan is leveraging its historical salt mine resources to develop innovative energy storage solutions, including the world's largest compressed air energy storage project, which can generate significant electricity for residential use [7][8] - The region is also focusing on synthetic biology, with initiatives like the Sc2.0 project, which aims to synthesize the entire genome of yeast, showcasing Jintan's commitment to advancing future industries [8][9] - The integration of local universities and industries is emphasized, with collaborative projects and talent development initiatives aimed at fostering innovation and economic growth [11][12][13] Group 3 - The capital market in Jintan is expanding, with several companies going public, including Zhongxin Innovation, which became the first power battery company listed on the Hong Kong Stock Exchange [15][16] - The local government is actively promoting private enterprises, which accounted for 77.3% of the region's total output value in 2024, reflecting a 5.2% year-on-year growth [17] - Jintan is establishing various funds to support emerging industries, with a focus on synthetic biology, functional materials, and new energy storage, aiming to enhance the market operation of industrial funds [18]

新产业（300832）公告，公司控股股东西藏新产业投资管理有限公司持有的622万股股份(含补充质押97 万股)办理了延期购回手续。其中，525万股占其所持股份比例2.4861%，占公司总股本比例0.6682%；97 万股为补充质押，占其所持股份比例0.4593%，占公司总股本比例0.1235%。质押延期到期日为2026年5 月27日，质权人为招商证券股份有限公司，质押用途为偿还借款。截至公告披露日，西藏新产业及实际 控制人翁先定先生所持质押股份占其所持股份比例29.56%，占公司总股本比例8.88%。 ...