A股IP经济概念反复走强，创源股份涨超10%，京华激光走出6天5板，广博股份、莱绅通灵、齐心集 团、德艺文创等涨幅靠前。 ...

Group 1 - The core viewpoint of the article highlights the strong performance of the IP economy, with Chuangyuan Co., Ltd. experiencing a rise of over 10% [1] - Other notable stocks in the IP concept sector include Jinghua Laser, which achieved a six-day streak of five consecutive gains, and companies like Guangbo Co., Ltd., Laisentongling, Qixin Group, and Deyi Culture, all showing significant increases [1] - In the Hong Kong market, the popular IP stock Pop Mart surged over 3%, approaching its historical high, with a market capitalization nearing 310 billion HKD [1]

关于中科和海光的并购重组消息，尽管热度较高，但盘面反馈却较为平淡。毕竟中科系个股多为大市值 品种，在缩量环境下，短线资金难以聚焦。对于A23a方向，仍建议聚焦于您认可的细分题材，观察其 核心品种是否有埋伏机会，必须是核心品种才值得参与试错，待轮动到来时直接兑现，而非日内看到异 动便盲目追高。 今日强势的细分方向包括IP经济、AI端侧以及AI硬件端。非核心品种在缩量环境下不值得试错，甚至观 察都可能意义不大。本周短线的主要两种玩法中，可能只有容量趋势存在局部的赚钱效应，情绪接力的 品种作为情绪锚定标的都略显牵强。若管不住手而开新仓，仓位一定要轻，因为下半程可能会有资金博 弈，出现月初的行情时再出手。 在题材方面，本周末市场对核聚变题材关注度较高，曾一度预期会高开兑现。然而，令人欣喜的是部分 核心品种低开，例如王子新材、中州控股等，这为日内催化提供了机会，使其得以继续向上突破。加之 下午港股综合指数一度涨超180个点，进一步带动了市场情绪。题材数据反馈显示，日内合计涨停16 家，首板10家。原本预期今日会出现分歧，却意外演变为全场狂欢，达到高潮。因此，从主观判断来 看，明日周二市场可能会出现分歧。正如前文所述，希 ...

Group 1 - Credit bond ETFs will soon implement a pledge-style repurchase system, with multiple public fund institutions' credit bond ETFs meeting the criteria to be included in the repurchase collateral pool [2] - The new medical credit evaluation regulations will enforce stricter measures, requiring untrustworthy pharmaceutical companies to reduce prices as a corrective action [2] - The Shanghai Composite Index experienced a slight decline, while the nuclear power sector saw significant gains, with multiple stocks reaching their daily limit [3][4] Group 2 - The onshore and offshore RMB exchange rates against the US dollar both surpassed 7.17, marking a new high in over six months, with the onshore rate rising over 200 points from the previous close [4] - The bond market in China saw a total issuance of 79.62 trillion yuan in various bonds last year, with a total custody amount reaching 177 trillion yuan by year-end [4] - Meituan reported a first-quarter revenue of 86.56 billion yuan, reflecting an 18% year-on-year growth, with its core local business also showing steady development [8] Group 3 - Xiaomi's YU7 car models have sold out in some versions, with second-hand platforms marking up prices by 100-200 yuan [7] - Wang Jianlin is selling 48 Wanda Plaza locations to a consortium including Tencent, with the transaction recently receiving unconditional approval from regulatory authorities [6] - A subsidiary of China National Petroleum Corporation organized a group purchase of properties that have not been delivered for over nine years, affecting funds exceeding one billion yuan [7]

Market Overview - A-shares showed mixed performance today, with the ChiNext Index declining while the North Securities 50 Index rose significantly [2] - The Shanghai Composite Index slightly fell by 0.05% to 3346.84 points, while the Shenzhen Component Index dropped by 0.41% to 10091.16 points [2] - The total trading volume in the Shanghai, Shenzhen, and North markets was 1034 billion, a decrease of nearly 150 billion from the previous day [2] Nuclear Power Sector - The nuclear power concept saw a significant surge, with stocks like Ruichi Intelligent Manufacturing, Jinlihua Electric, and Hahan Huaton hitting the daily limit [3] - Changfu Co. rose over 16%, reaching a new high during the session [3] - China Nuclear Technology and China General Nuclear Power Technology also hit the daily limit [3] IP Economy - The IP economy concept was active, with stocks such as Yuanwanggu, Laisentongling, Jinghua Laser, Laiyifen, and Shifeng Culture all hitting the daily limit [8] - The launch of the first official store of the independent jewelry brand POPOP under Pop Mart is set for May 30 [9] - 52TOYS, a leading IP toy company, has submitted its IPO prospectus to the Hong Kong Stock Exchange [9][10] BYD Performance - BYD's stock experienced a significant drop of approximately 6%, closing at 381 yuan per share, falling below the 400 yuan mark [11] - The company recently launched a major promotional campaign with discounts of up to 53,000 yuan on various models [12] - Analysts suggest that the new round of purchase incentives from leading automakers like BYD may stimulate industry demand [12]

一、行情回顾 市场全天震荡调整，创业板指领跌。核电、可控核聚变概念逆势爆发，中核科技、哈焊华通、中广核技、融发核电等十余股涨停。IP经济概念表现活跃，远 望谷、京华激光、实丰文化、游族网络等封板。下跌方面，医药医疗股集体调整，海辰药业跌近10%。个股涨多跌少，沪深京三市超3800股飘红，今日成交 1.03万亿。 二、当日热点 1.核聚变 核聚变板块今日继续大涨，尚纬股份3连板，哈焊华通2连板，中超控股、百利电气、合锻智能等多股涨停。 催化上，据智通财经报道，特朗普上周五签署行政令，要求能源部促进10座大型反应堆在2030年前开工建设，并为现有反应堆的电力升级提供融资支持。 受此消息影响，美股核电股集体大涨。 | 股票名称 | | 最新价 ◆ | 涨跌幅 = | 涨停时间 = | 换手率一 | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- | | 中超控股 | 16天10板 | 5.18 | +9.98% | 10:57:06 | 41.83% | 67.60亿 | 公司已! 良的耐 | | 002471.SZ | | | | | | | ...

核电概念掀涨停潮。 A股今日走势分化，创业板指弱势下探，北证50指数强势上扬；港股全线走低，恒生指数跌超1%，恒生科技指数跌近2%。 具体来看，沪指盘中窄幅震荡，深证成指、创业板指等均走弱。截至收盘，沪指微跌0.05%报3346.84点，深证成指跌0.41%报10091.16点，创业板指跌0.8%报 2005.26点，北证50指数涨1.94%，沪深北三市合计成交10340亿元，较此前一日减少近1500亿元。 场内近3800股飘红，核电概念爆发，瑞奇智造、金利华电、哈焊华通等涨停，常辅股份再创新高；IP经济概念崛起，京华激光、来伊份、实丰文化等涨停；智能物 流概念拉升，中邮科技、智莱科技20%涨停；AI应用概念活跃，中科信息、鸿博股份、浪潮软件等涨停；医药股疲弱，海辰药业跌近10%。值得注意的是，比亚迪 大跌约6%失守400元整数关口。此外，宁德时代、赛力斯均跌超4%。港股方面，吉利汽车、比亚迪股份跌约9%。 核电概念爆发 核电概念盘中爆发，截至收盘，瑞奇智造、金利华电、哈焊华通等涨停；常辅股份涨超16%，盘中再创新高；中核科技、中广核技等均涨停。 | 代码 | 名称 | � | 张幅% | 现价 | 涨跌 | ...

| 连板数 | 晋级率 | | 2025-5-26 | | --- | --- | --- | --- | | 3 #4 | 1/2=50% | 汇得科技（化工） | | | 2进3 | 3/7=43% | 尚纬股份(核电+实控人变更) | | | | | 京华激光(IP经济+光刻机) | | | 1讲2 | 6/31=19% | 苏州龙杰 (化工+纺织+军工) | | | | | 永冠新材 (化工) | | | | | 雪人股份(核电) | | | 其他涨停 | | 宜宾纸业6天5板 (化工+纺织+军工) | | | | | 安 纳 达9天5板 (化工) | | | | | 百利电气7天4板 (核电) | | | | | 保变电气6天3板(中兵系+核电) | | | | | 会稽山4天2板(食品饮料) | | 5月26日连板股分析：连板股晋级率40% 可控核聚变、无人配送等题材活跃 今日共61股涨停，连板股总数10只，其中三连板及以上个股4只，上一交易日共10只连板股，连板股晋级率40%（不含ST股、退市股）。个股方面，全市场 超3700只个股上涨，短线情绪迎来一定修复，苏州龙杰超预期一字涨停，中超控股走出 ...

盘面上，核电股集体爆发，中核科技等近20股涨停。IP经济概念股震荡走强，京华激光等近10股涨停。 智能物流概念股持续活跃，湘邮科技等涨停。下跌方面，医药股集体调整，海辰药业等多股跌超5%。 个股涨多跌少，全市场超3700只个股上涨。 转自：新华财经 新华财经北京5月26日电 （王媛媛）周一市场全天震荡调整，沪指冲高回落，午后下行翻绿，创业板指 领跌，宁德时代跌超4%。截至收盘，沪指报3346.84点，跌0.05%，成交4005亿元；深证成指报10091.16 点，跌0.41%，成交6094亿元；创业板指报2005.26点，跌0.80%，成交2684亿元。 板块方面，可控核聚变、智能物流、PEEK材料、IP经济等板块涨幅居前，创新药、汽车整车、中药、 维生素等板块跌幅居前。 盘面热点 据证券时报，分析人士认为，价格战可能是汽车股杀跌的直接原因。比亚迪近日推出重磅限时促销活 动，包括王朝网及海洋网两大系列共22款智驾版车型参与，最高优惠可达5.3万元人民币。此外，近日 长城汽车魏建军关于汽车行业的言论可能也引发了业界的担忧。他在接受媒体采访时表示，汽车产业存 在的影响到行业健康发展的一些列问题值得重视。 交通运输 ...

A股三大指数今日集体调整，截至收盘，沪指跌0.05%，深成指跌0.41%，创业板指跌0.80%，北证50指 数涨1.94%。全市场成交额10339亿元，较上日缩量1487亿元。全市场近3800只个股上涨。板块题材 上，可控核聚变、游戏、饮料制造板块领涨；创新药板块跌幅居前。盘面上，可控核聚变概念领涨，哈 焊华通（301137）、雪人股份（002639）、融发核电（002366）、百利电气（600468）涨停。IP经济概 念股涨幅居前，京华激光（603607）、远望谷（002161）、莱绅通灵（603900）、游族网络（002174） 涨停。饮料制造概念股反弹，均瑶健康（605388）、会稽山（601579）涨停。无人驾驶概念走强，锦江 在线（600650）、通达电气（603390）、龙洲股份（002682）涨停。创新药概念股领跌，海辰药业 （300584）、海南海药（000566）、三生国健跌幅居前。 暗盘资金一眼洞悉庄家意图>> ...