鑫融讯：双融日报

Market Sentiment - The Huaxin Market Sentiment Index shows a composite score of 49, indicating a "neutral" market sentiment[2] - Historical trends suggest that when sentiment recovers to the 50-60 range, resistance may occur[4] Recent Market Trends - In the hydrogen energy sector, sales of hydrogen fuel cell vehicles reached 1,526 units from January to May 2024, a year-on-year increase of 8.46%[13] - The price of Vitamin D3 has surged to approximately 75 to 80 yuan per kilogram due to supply shortages[13] Capital Flow Analysis - The top net inflow stocks include Beiqi Blue Valley with 34,492.64 thousand yuan and Xinyi Sheng with 33,355.07 thousand yuan[19] - The top net outflow stocks include Kweichow Moutai with -59,607.06 thousand yuan and Lianyi Zhizao with -38,631.83 thousand yuan[19] Industry Performance - The top net inflow industries include SW Communication with 98,710 thousand yuan and SW Real Estate with 84,891 thousand yuan[21] - The top net outflow industries include SW Food & Beverage with -136,190 thousand yuan and SW Electronics with -222,931 thousand yuan[21] Risk Factors - Potential risks include unexpected macroeconomic downturns, geopolitical uncertainties, liquidity tightening beyond expectations, and industry policies falling short of expectations[14]