Group 1: Industry Overview - The petroleum and chemical indices mostly rose last week, with the chemical raw materials index down by 0.98%, the chemical machinery index up by 0.83%, the chemical pharmaceuticals index up by 2.47%, and the pesticide and fertilizer index up by 0.71% [1] - In the petroleum sector, the petroleum processing index rose by 0.81%, the petroleum extraction index rose by 1.41%, while the petroleum trade index fell by 7.98% [1] - International crude oil prices experienced narrow fluctuations, with WTI settling at $60.79 per barrel, down 1.20% from May 23, and Brent settling at $63.90 per barrel, down 1.36% [1] Group 2: Market Performance - The top five performing listed chemical companies in the Shanghai and Shenzhen markets last week were Lianhua Technology up by 38.97%, Baismei up by 25.00%, Suqian Liansheng up by 16.80%, Qingdao Jinwang up by 18.23%, and Honghe Technology up by 17.09% [2] - The bottom five performing listed chemical companies were Guangju Energy down by 15.95%, Tianan New Materials down by 14.66%, Hongbaoli down by 13.10%, Annada down by 12.38%, and Heimao Co. down by 12.14% [2] Group 3: Product Price Changes - The top five rising petrochemical products included hydrochloric acid up by 35.42%, liquid chlorine up by 21.85%, glyphosate up by 6.15%, dichloromethane up by 4.36%, and paraquat up by 4.35% [1] - The top five declining petrochemical products included acrylic acid down by 9.74%, butadiene down by 9.60%, natural rubber down by 6.55%, styrene-butadiene rubber down by 6.13%, and aniline down by 5.95% [1]

巨丰投顾表示，目前国内政策仍积极发力，预计后续政策利好仍将持续落地；A股市场已逐渐探明底 部，并呈现出中长期的投资机会。短线建议关注兼并重组、黄金、石油等涨价题材，中线建议持续关注 大消费、半导体、机器人等受益于政策支撑的行业。 长江商报消息 昨日A股市场低开高走后维持窄幅震荡，创业板指收复2000点。 太平洋证券认为，增量政策落地及公募基金改革将提升银行板块吸引力，宽松货币政策下银行红利资产 优势明显。 盘面上，黄金概念领涨，西部黄金（601069）、曼卡龙（300945）涨停。创新药板块持续活跃，舒泰神 （300204）、万邦德（002082）、千红制药（002550）、海南海药（000566）、联化科技（002250）涨 停。新消费概念盘中再度活跃，若羽臣（003010）涨停，万辰集团（300972）涨超10%，乐惠国际 （603076）、有友食品（603697）、顺灏股份（002565）涨停。银行股涨幅居前，沪农商行（601825） 涨停，渝农商行（601077）涨超5%。稳定币概念走强，恒宝股份（002104）、御银股份（002177）、 翠微股份（603123）涨停。汽车股走低，江淮汽车（6004 ...

"南哥"刷屏 "苏超"概念爆火 "没有假球，全是世仇"、"比赛第一，友谊第十四"……这个假期，江苏城市足球比赛——"苏超"火爆程 度直逼欧冠。在比赛进入到白热化阶段之时，"南哥之争"火爆全网。 受其影响，整个端午假期，江苏流量呈爆发式增长。抖音话题"江苏城市联赛"播放量破亿次，素人短视 频占比超70%，虎扑"江苏联"频道单日访问量破百万。"苏超"门票销售也异常火爆，10元门票炒至500 元，揭幕战（镇江VS扬州）吸引1.8万名观众，盐城主场峰值达1.5万人。赛事期间，南京、苏州、无 锡、常州四大赛区周边酒店预订量同比增长210%，夜市经济带动效应显著。 正因如此，昨日上午，江苏板块表现非常强劲，整个板块一度有11只股票涨停。体育板块更是不遑多 让，金陵体育（300651）20%涨停，创源股份（300703）、康力源（301287）等个股表现非常强劲。 据同花顺（300033）数据，截至昨日下午收盘，江苏板块整体收涨0.87%，成分股中，莱赛激光30%涨 停，金陵体育20%涨停，康力源涨超12%，千红制药（002550）、锦鸿集团、永悦科技（603879）、龙 蟠科技（603906）、中衡设计（603017）、 ...

Market Overview - The overall market sentiment is positive, with a strong start in June, indicating a potential for good performance this month [1] - The market is characterized by a combination of quantitative-driven rotation and retail investor-led clustering strategies [1] Index Performance - The three major indices opened lower but showed signs of recovery, with a trading volume of 1.14 trillion, remaining stable compared to the previous trading day [3] - The expectation for the first half of the week is a gradual upward movement in indices, while the latter half may see divergence and corrections [3] Market Sentiment - There were 67 stocks hitting the daily limit up and 6 hitting the limit down, with 3,190 stocks rising and 1,724 falling [4] - The sentiment is expected to continue improving, with opportunities for rotation among thematic stocks [4] Sector Opportunities - The pharmaceutical sector is performing strongly, with notable stocks like Shuyitai and Huason Pharmaceutical showing significant gains [6] - The nuclear power sector is also expected to see a rebound, with strong buying activity noted in the afternoon [7] - The stablecoin sector faced challenges, but there is potential for recovery in the coming days [8] - The consumer sector, particularly in pet-related businesses, is showing strong recovery, indicating ongoing opportunities for selective investments [8] Investment Strategy - The current market favors a focus on core stocks within specific sectors, with an emphasis on maintaining a cautious approach due to lower margin for error [8]

当然今天板块方面创新药和新消费概念表现尤为亮眼，创新药板块涨停个股有11家，如舒泰神、华纳药厂、冠昊生物、北陆药业都是20cm涨停，联化科 技4连板，哈三联、万邦德、海南海药等都是2连板，首板涨停的也有很多。消息面上，跨国医药巨头百时美施贵宝宣布，与德国生物技术公司BioNTech 就新一代抗癌药物BNT327达成授权协议，协议的里程碑付款最高可达111亿美元。根据过往公告，BNT327早些年是中国药企普米斯开发的PM8002。 另一个就是新消费了，板块内若羽臣涨停，万辰集团涨超14%，双双创历史新高，乐惠国际、有友食品、顺灏股份涨停，其中还有一个均瑶健康更是上 演地天板。还有属于新消费范畴的IP经济概念股今天也持续走强，创源股份、曼卡龙、锦泓集团涨停，掌趣科技涨超14%，莱绅通灵、德艺文创等走 高。消息面上，港股泡泡玛特盘中涨超2%，股价续创新高。另外，可控核聚变由于上周四晚上王子新材被传监控拖累走弱，今天继续走弱没能走出反 包机会，钢铁、汽车整车板块跌幅居前。 受假期亚太股市下跌影响，今天A股三大指数早盘集体低开，但是低开后没有低走，而是低开高走转涨，全天维持红盘运行，这得益于国家队出手银行 股护盘作用。 ...

Group 1 - The CRO concept index rose by 3.41%, ranking 6th among concept sectors, with 59 stocks increasing in value [1] - Leading stocks in the CRO sector included Lianhua Technology and Hehua Co., which hit the daily limit, while Tianyu Co. and Haitai Bio saw significant gains of 19.72% and 13.18% respectively [1] - The stocks with the largest declines included *ST Shuangcheng, Fosun Pharma, and Kailai Ying, which fell by 3.08%, 0.39%, and 0.24% respectively [1] Group 2 - The CRO sector experienced a net inflow of 0.45 billion yuan, with 25 stocks receiving net inflows, and 14 stocks attracting over 10 million yuan [2] - Hehua Co. led the net inflow with 1.68 billion yuan, followed by Lianhua Technology and Haoyuan Pharmaceutical with net inflows of 834.83 million yuan and 749.80 million yuan respectively [2] - The top stocks by net inflow ratio included Hehua Co. at 28.79%, Haoyuan Pharmaceutical at 12.05%, and Nearshore Protein at 11.73% [3] Group 3 - The trading volume and turnover rates for leading stocks in the CRO sector were notable, with Hehua Co. achieving a turnover rate of 18.47% and Lianhua Technology at 13.17% [3] - Other significant stocks included Yaosheng Technology and Sichuan Shuangma, which also showed positive performance with gains of 5.21% and 5.29% respectively [3] - Stocks like Tianyu Co. and Ruizhizhi Pharmaceutical had substantial trading activity, with Tianyu Co. rising by 19.72% and Ruizhizhi Pharmaceutical by 13.15% [5]

关于股票交易异常波动的公告 证券代码：002250 证券简称：联化科技 公告编号：2025-031 联化科技股份有限公司 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。 一、股票交易异常波动的情况介绍 联化科技股份有限公司（以下简称"公司"）股票（证券简称：联化科技， 证券代码：002250）交易价格连续2个交易日内（2025年5月30日、2025年6月3日） 收盘价格涨幅偏离值累计超过20%。根据《深圳证券交易所股票交易规则》相关 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 针对公司股票交易异常波动，公司对有关事项进行了核查，并问询了公司控 股股东、实际控制人，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司关注到近期公共传媒报道了公司涉及生产氯虫苯甲酰胺的相关内容。 公司目前以CDMO业务模式为客户提供氯虫苯甲酰胺的高级中间体，公司与该 客户是长期合作伙伴关系，产品仅向该客户出售，相关产品定价模式为成本加成， 毛利稳定。截至目前，公司尚未收到该客户关于相关产品需求增加的通知。因此， 相关事项对公司整体影 ...

极目新闻记者 吕少峰 截至收盘，沪指涨0.43%，深成指涨0.16%，创业板指涨0.48%，北证50指数涨1.03%。全市场成交额11638亿元，较上日放量4亿元。全市场近3400只个股上 涨，只有1783只个股下跌。 从外围消息面看，虽然昨天港股开盘一度大幅调整，叠加俄乌冲突升级、特朗普关税政策再生变数等利空，但今天A股的表现仍可圈可点，可谓"山重水复 疑无路，枊暗花明又一村"。 今天，A股上证精准开盘于5月29日的实底3340点，显示技术调整或一步到位。从行业板块来看，医药、化工、纺织服饰、医疗保健、多元金融、仓储物 流、工业机械等涨幅居前；从概念来看，新零售、创新药、无人机、机器人、一带一路、军民融合、人工智能、国防军工等涨幅居前。 "端午节"三天小长假后，六月首个交易日，A股三大指数集体反弹，给股民朋友们来了一个"可门红"。这是继五月"开门红"后A股再度取得月度良好开局。 | ） | 代码 名称 | 0 | 涨停数+ | 涨幅% 5 | | --- | --- | --- | --- | --- | | 1 | 880400 医药 | | 11 | 1.77 | | 2 | 880335 化工 | | ...

一、行情回顾 市场全天低开反弹，三大指数小幅上涨。创新药概念股再度大涨，舒泰神、华纳药厂、北陆药业、海南海药等10余股涨停。新消费概念反复活跃，曼卡龙、 萃华珠宝、金陵体育、均瑶健康等封板。银行等金融股继续走强，沪农商行涨停，杭州银行、中信银行刷新历史高点。下跌方面，汽车整车股走低，江淮汽 车、上汽集团跌超5%。个股涨多跌少，沪深京三市超3200股飘红，今日成交1.16万亿。 二、当日热点 1.医药 医药板块今日继续大涨，联化科技4板，万邦德、海南海药等多股涨停。 5月29日，国家药监局（NMPA）披露了近期获批上市的11款创新药物。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- | | 联化科技 | 4天4板 | 10.12 | +10.00% | 10:38:03 | 13.17% | 91.74亿 | 国内农药中间体定 (台州)、联化昂 | | 002250.SZ | | | | | | | CRO+CDMO 服务 | | | | | | | | ...

A股三大指数今日集体反弹，截至收盘，沪指涨0.43%，深成指涨0.16%，创业板指涨0.48%，北证50指数涨1.03%。全市场成交额11638 亿元，较上日放量4亿元。全市场近3400只个股上涨。 板块题材上，贵金属、足球概念、游戏、银行、创新药板块领涨；钢铁、汽车整车板块跌幅居前。 盘面上，黄金概念领涨，西部黄金、曼卡龙涨停。创新药板块持续活跃，舒泰神、万邦德、千红制药、海南海药、联化科技涨停。新 消费概念盘中再度活跃，若羽臣涨停，万辰集团涨超10%，双双创历史新高，乐惠国际、有友食品、顺灏股份涨停。银行股涨幅居 前，沪农商行涨停，渝农商行涨超5%。稳定币概念走强，恒宝股份、御银股份、翠微股份涨停。汽车股走低，江淮汽车、上汽集团跌 超5%。此外，均瑶健康、合兴股份盘中上演地天板。 暗盘资金一眼洞悉庄家意图>> 热点概览： 涨停天梯榜： 【3连板】 海联金汇、翠微股份。 【2连板】 海南海药、万邦德、申科股份、哈三联、中天火箭、百利电气、中衡设计、永悦科技、共创草坪。 黄金概念： 相关个股：西部黄金、曼卡龙、潮宏基 【4连板】 御银股份、联化科技。 最强风口榜： NO.1 【电子商务】 板块内19家涨停，6 ...