Market Overview - The A-share market experienced fluctuations with the ChiNext index leading gains, as of 9:46 AM, the Shanghai Composite Index rose by 0.08%, the Shenzhen Component increased by 0.63%, and the ChiNext index was up by 1.02% [1] - According to Caixin Securities, the policy tone from important meetings in April is both proactive and flexible, suggesting that the market may continue to consolidate before the "May Day" holiday, with a defensive strategy recommended [1] - Post-holiday, the market is expected to show a structural upward trend due to the impact of overseas tariff disturbances, domestic policy support, and the release of annual and quarterly reports from listed companies [1] Sector Performance Technology Sector - The technology sector led the market, with AI glasses concept stocks performing strongly, including Yingtong Communications hitting the daily limit [1] - The computing power sector also saw a resurgence, with Hongbo Co. achieving four consecutive daily limits, and other stocks like Dongfang Materials and Chaoxun Communications reaching the daily limit as well [2] Retail Sector - The retail sector was active, with Maoye Commercial achieving five consecutive daily limits, and other companies like Cuiwei Co. and Laisentongling hitting the daily limit [3] - In Q1, the total retail sales of consumer goods reached 12.47 trillion yuan, a year-on-year increase of 4.6%, with March growth at 5.9% [3] AI Glasses Concept - The AI glasses concept stocks surged, with Yingtong Communications hitting the daily limit and other companies like Deep Kangjia A and Weida Optoelectronics following suit [4] - Research from Wellsenn XR predicts that global smart glasses shipments will exceed 12 million units by 2025, with AI functionality penetration exceeding 60% [4] Institutional Insights Caixin Securities - Caixin Securities anticipates that the market will focus on expanding domestic demand and the AI industry trend in May, with a potential return to consumer sectors benefiting from domestic demand [5] - The report emphasizes the importance of defensive strategies in the current market environment [5] Galaxy Securities - Galaxy Securities notes a potential style switch in the market post-holiday, with a return to thematic speculation likely [6][7] - The report highlights that the market may see a shift in fund structure, with mid-cap stocks outperforming large-cap stocks [7] Everbright Securities - Everbright Securities suggests that the market is likely to remain in a state of reduced volume and observation as the holiday approaches, with some funds taking profits [8] - The report indicates that after adjustments in banking and power sectors, the market will seek new opportunities [8]

A股零售板块走强，茂业商业涨停，华远地产涨超7%，华致酒行、万辰集团、居然智家、博士眼镜、 友好集团跟涨。 ...

Group 1 - The market experienced significant fluctuations, with major consumer stocks dropping sharply, leading to losses for investors who had anticipated gains from tourism-related stocks before the holiday [1][2] - The performance of the banking sector reached historical highs, raising concerns about sustainability and potential market corrections [2][5] - The overall market lacks clear profit-making opportunities, with only a few sectors, such as electricity, showing healthier trends [6][7] Group 2 - Investors are advised to avoid stocks with poor earnings reports and to focus on sectors with potential, particularly in the electricity market [3][6] - Specific stocks in the electricity sector, such as Huadian and Huayin, are highlighted for their strong performance and growth potential due to upcoming seasonal demand [7][8] - The market outlook suggests a possible adjustment phase, with strong support expected around the 3200 level [5]

上证指数日K线图 郭晨凯 制图 ◎记者 徐蔚 在昨日午后交易时段，零售板块的步步高与茂业商业走势格外引人注目，两只个股先后拉升涨停，强势 走出"地天板"行情。 步步高昨日早盘低开后一路下探，但午后风云突变，股价直线拉升，14时02分触及涨停，随后股价又震 荡走低，最终收涨2%。当日成交金额高达31.74亿元，换手率达31.18%。步步高近期走势强劲，4月以 来累计涨幅已超70%，此前便已连续多日涨停，在市场中人气颇高。 茂业商业同样不甘示弱，早盘表现平平，盘中一度下跌，然而在14时09分强势涨停，最终收盘实现4连 板，当日成交额6.02亿元，换手率7.56%。 盘面上，以机器人产业链为代表的成长赛道持续发力，其中PEEK材料概念股爆发领涨市场，减速器、 机器人执行器等细分方向均有所表现。 PEEK材料概念成为昨日市场焦点。中欣氟材开盘后迅速涨停，收获6天4板，新瀚新材强势斩获20%幅 度涨停，带动板块整体上扬。 随着人形机器人迎来量产元年，以PEEK材料为代表的核心化工新材料也受到资金的持续追捧。近期， 多家公司披露PEEK材料最新产业化进展。天赐材料日前在投资者关系活动中表示，公司在PEEK材料方 面已针对 ...

Market Overview - A total of 76 stocks hit the daily limit up in the A-share market, with 61 stocks remaining after excluding 15 ST stocks, resulting in a limit-up rate of 75.25% [1] Stock Performance - Liou Co. had the highest limit-up order volume with 1.1835 million hands, followed by Yuzhong Three Gorges A, ST Huayuan, and Hongbo Co. with 281,900, 201,500, and 176,500 hands respectively [2] - In terms of consecutive limit-up days, Maoye Commercial achieved 4 consecutive limit-ups, while Yuzhong Three Gorges A and Hongbo Co. had 3 consecutive limit-ups [2] Financial Highlights - Liou Co. reported a net profit of 108 million yuan for Q1 2025, marking a turnaround from losses year-on-year. The company is leveraging AI marketing concepts through its AIGC ecosystem platform "LEOAIAD" [3] Industry Insights PEEK Materials - Several stocks related to PEEK materials hit the limit up, including Jusa Long, Xinhan New Materials, and Zhongxin Fluorine Materials. Jusa Long has made progress in developing modified PEEK composites and holds relevant patents [4] - Xinhan New Materials produces DFBP, a core raw material for PEEK production, while Zhongxin Fluorine Materials has established a production capacity of 5,000 tons of DFBP [5] Computing Power - Stocks such as Hongbo Co., Meili Cloud, and Litong Electronics saw limit-up performance. Hongbo Co.'s subsidiary is focused on providing GPU computing services for AI demands [6] - Meili Cloud is committed to developing data center infrastructure, while Litong Electronics aims to expand its computing power business both domestically and internationally [6] Robotics - Stocks like Tianqi Co., Jihua Group, and Fangzheng Electric experienced limit-up. Tianqi Co. is advancing its embodied intelligent robotics business in collaboration with leading robotics manufacturers [7] Investment Trends - Liou Co. topped the net buying list on the Dragon and Tiger list with over 200 million yuan in net purchases, followed by Bochuang Technology and Meili Cloud [10][11] - Institutional investors showed significant net buying in stocks like Daye Co. and Hailian Jinhui, indicating strong interest in these companies [11][12]

茂业商业股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 证券代码：600828 证券简称：茂业商业 编号：临 2025-023 号 ●茂业商业股份有限公司（以下简称"公司"、"本公司"）股票于2025年4 月28日、4月29日连续两个交易日内日收盘价格涨幅偏离值累计达到20%，根据《上 海证券交易所交易规则》的有关规定，属于股票交易异常波动。 ●公司于2025年4月28日披露《2025年第一季度报告》，公司2025年第一季度 营业收入64,082.99万元，同比下降22.12%；归属于上市公司股东的净利润 1,434.19万元,同比下降75.46%。公司基本面未发生重大变化，公司郑重提醒广大 投资者注意股票交易非理性炒作风险。 ●经公司自查，并向公司控股股东及实际控制人书面发函询证，截至本公告 披露日，除公司已披露事项外，本公司及控股股东、实际控制人不存在应披露而 未披露的重大事项。 一、股票交易异常波动的具体情况 2025年4月28日、4月29日，公司股票连续两个交易 ...

三大指数走势较为低迷，上证指数收盘微跌 0.05%，报收于 3 2 8 6 . 6 5 点，全天波动范围 极为有限，在窄幅区间内震荡运行。从个股涨跌分布来看，市场呈现出涨多跌少的格局， 上涨个股数量超过3 7 0 0家。而跌停个股数量多达58家，反映出市场内部存在明显的两极 分化现象。这种分化表明，尽管整体市场看似平稳，但不同个股和板块之间的表现差异巨 大，结构性行情特征显著。 盘面上， PEEK材料概念股大涨，聚赛龙、新瀚新材、中欣氟材涨停。 美容护理板块午 后持续拉升，丸美生物涨停，芭薇股份、锦波生物、上海家化涨幅居前。其它个股方面， 步步高、茂业商业午后拉升涨停走出"地天板"。 电力板块今日回调，韶能股份、乐山电 力、西昌电力、广西能源等股跌停。白酒板块亦表现落后，迎驾贡酒盘中跌停，洋河股 份、古井贡酒、山西汾酒跌幅居前。 01降准时机已到？ 具体来看，一是财政政策方面， 会议强调"加快地方政府专项债券、超长期特别国债等发 行使用" ，财政政策仍然是用好用足政策工具，第二季度政府债券发行仍将保持较快节 奏。 二是货币政策方面，会议延续了适度宽松、保持流动性充裕等表述，预计支持性的货币政 策导向不变。 降 ...

Market Overview - A-shares maintained a narrow fluctuation today with a total transaction volume of 1,041.9 billion yuan, a decrease of 35 billion yuan from the previous day [1] - The Hang Seng Index closed up 0.16%, while the Hang Seng Technology Index rose by 0.62% [1] Stock Performance - The North Securities 50 Index showed relative strength, increasing by 1.24% [1] - Over 3,500 stocks in the market were in the green, with significant gains in the PEEK (Polyether Ether Ketone) concept, where stocks like Jushilin and Xinhang New Materials hit the daily limit of 20% [1][7] - The humanoid robot concept remained strong, with stocks such as Zhaofeng Co., Pingzhi Information, and Riying Electronics also hitting the daily limit [1][5] PEEK Material Concept - The PEEK material concept saw a resurgence, with stocks like Jushilin and Xinhang New Materials reaching a 20% increase, and other companies like Fuheng New Materials and Zhongxin Fluorine Materials also performing well [7][9] - PEEK materials are expected to play a crucial role in reducing weight for humanoid robots, potentially leading to a market space worth hundreds of billions [9] Humanoid Robot Sector - The humanoid robot sector is viewed as a key battleground in the AI technology competition between China and the US, with significant long-term potential [7] - Tesla has clarified its mass production expectations for the Optimus robot, indicating ongoing progress in industrialization [5][7] Electric Power Sector - The electric power sector experienced a significant pullback, with companies like Shaoneng Co., Leshan Electric Power, and Xichang Electric Power hitting the daily limit down [11][12] - Leshan Electric Power had previously seen its stock price nearly double over the last ten trading days, prompting a cautionary note from the company regarding high valuation risks [12][13]

New Stock Offerings - ST Xinchao (600777) has two tender offer periods: April 8 to May 7, 2025, and April 23 to May 22, 2025[1] - Puli Tui (300630) is in the delisting arrangement period with 13 trading days remaining[1] - ST Yushun (002289) and ST Jingan (600190) are also highlighted for their recent announcements[1] Market Alerts - Jinlitai (300225) has been flagged for severe abnormal fluctuations[1] - Guoguang Chain (605188) and Dongfang Tong (300379) have recent announcements regarding their trading status[1] - Multiple stocks including Huadian Energy (600726) and Huadian Liaoning (600396) have recent updates as of April 29, 2025[1] Trading Periods - The last trading day for several stocks is approaching, with specific mention of ST Yushun and ST Jingan[1] - The report indicates that various stocks are under observation due to unusual trading activities[2]

《关于茂业商业股份有限公司 股票交易异常波动询证函》的回函 茂业商业股份有限公司: 本人于2025年4月29日收到贵公司发来的《关于茂业商业股份有限 公司股票交易异常波动询证函》,作为贵公司实际控制人,经核查确认, 现就询证事项回复如下: 一、截止目前,本人不存在对贵公司股票交易价格可能产生重大影 响的应披露而未披露的重大信息(包括但不限于重大资产重组、股份发 行、重大交易类事项、业务重组、股份回购、股权激励、破产重整、重 大业务合作、引进战略投资者等重大事项)。 二、本次股票交易异常波动期间，不存在买卖贵公司股票的行为。 本公司于2025年4月29日收到贵公司发来的《关于茂业商业股份有 限公司股票交易异常波动询证函》,作为贵公司控股股东,经核查确认, 现就询证事项回复如下: 一、截止目前,本公司不存在对贵公司股票交易价格可能产生重大 影响的应披露而未披露的重大信息(包括但不限于重大资产重组、股份 发行、重大交易类事项、业务重组、股份回购、股权激励、破产重整、 重大业务合作、引进战略投资者等重大事项)。 二、本次股票交易异常波动期间，不存在买卖贵公司股票的行为。 特此函复。 深圳茂业商厦有限公司 2025年4 ...