Group 1 - The central bank's recent interest rate cuts are aimed at reducing market costs, but concerns about capital diversion may limit their effectiveness [1] - The 10-year government bond yield is a critical market interest rate, and high rates could negatively impact both debt and equity markets [1] - Continuous liquidity injections by the central bank have led to a decline in bond yields and an increase in bond prices, indicating a need for coordinated action with the Federal Reserve [1] Group 2 - Long-term capital entering the market is seen as a positive sign, particularly for the CSI A500 index, which has struggled to attract new funds [4] - The entry of two insurance funds into the market suggests increased interest from large institutional investors [4] Group 3 - Post-holiday market movements are expected to be characterized by minor fluctuations as investors digest previous gains and losses [6] - Institutional buying amidst retail investor caution indicates a positive outlook for the market after the holiday [6] Group 4 - The technology sector is experiencing a resurgence partly due to recent news and the fact that many stocks have reached relatively low levels [7] - Upcoming meetings in May related to technology and robotics will be crucial for market performance, with a focus on trading volume [7] Group 5 - The ChiNext index saw a volume increase of 0.83%, with over 3,400 stocks in the two markets showing positive performance [8]

证券研究报告 2025 年 04 月 30 日 [Table_Title] 每日复盘 2025 年 4 月 30 日 A 股走势分化，机器人概念股再度爆发 报告要点： 2025 年 4 月 30 日 A 股走势分化，机器人概念股再度爆发。上证指数下 跌 0.23%，深证成指上涨 0.51%，创业板指上涨 0.83%。市场成交额 11691.25 亿元，较上一交易日增加 1471.99 亿元。全市场 3488 只个股上涨，1795 只 个股下跌。 风格上看，各指数涨跌幅排序为：成长>消费>周期>0>稳定>金融；小盘 成长>中盘成长>大盘成长>中盘价值>小盘价值>大盘价值；基金重仓表现优 于中证全指。 分行业看，30 个中信一级行业涨跌互现；表现相对靠前的是：计算机 （2.44%），汽车（1.71%），传媒（1.38%）；表现相对靠后的是：银行（- 2.02%），钢铁（-1.34%），交通运输（-0.77%）。概念板块方面，多数概念板 块上涨，PLC、同步磁阻电机、EDR 等大幅上涨；人造肉、跨境支付、京东金 融等大幅走低。 资金筹码方面，主力资金 4 月 30 日净流出 35.49 亿元。其中超大单净流 入 9 ...

4月最后一个交易日，港股三大指数集体收涨。 【导读】港股三大指数集体收涨，大型科技股普涨，银行、保险涨跌分化 见习记者 纪瑶 来源：wind 个股异动方面，迪生创建、满贯集团盘中涨超过40%，截至收盘，迪生创建上涨超40%，满贯集团上涨25%%。 消息面上，迪生创建昨晚发布公告称，要约人与公司联合公布，2025年4月23日（交易时段后），要约人请董事局向计划股东提出该建议，以根据公司法 第九十九条透过安排计划将本公司私有化。 满贯集团宣布向雅各臣科研制药发行9400万股新股，占扩大后股本比例为10.51%，每股作价0.5港元，较前收盘价溢价25%。此次配售所得款项净额约 4670万港元，将用于投资核心业务及补充营运资金。完成后，雅各臣科研将持股16.84%。 饿了么官宣"百亿补贴"，美团、京东下跌 恒生指数收涨0.51%，至22119.41点；恒生科技指数收涨1.35%，至5087.42点；恒生国企指数收涨0.1%，至8076.26点；南向资金净流入56.37亿港元。 另外，4月，恒生指数累跌4.33%，恒生科技指数累跌5.7%，恒生国企指数累跌5.17%。 大型科技股普涨，因业绩影响，银行、保险涨跌分化 板 ...

天智航-U688277 时间: 2025年4月30日星期三 48.25分综合得分 偏弱 趋势方向 主力成本分析 12.60 元 元 5日主力成本 11.69 元 20日主力成本 12.77 元 60日主力成本 周期内涨跌停 当日主力成本 11.76 过去一年内该股 涨停 2次 跌停 0 次 北向资金数据 持股量98.96万股 占流通比0.22% 昨日净买入36.10万股 昨日增仓比0.08% 5日增仓比0.074% 20日增仓比0.007% 技术面分析 11.89 ★红三兵★ 每日收盘价上移,表示可能见底回升 ★出水芙蓉★ 短期压力位 11.38 短期支撑位 12.88 中期压力位 10.33 中期支撑位 股价突破短期压力位，短线有望走强； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 2025年4月30日星期三 财务数据 见底回升 资金流数据 2025年04月30日的资金流向数据方面 48.25 主力资金净流入1958.99万元 占总成交额22% 超大单净流入223.13万元 大单净流入1735.86万元 散户资金净流出139.17万 偏弱 关联行业/概念板块 医疗器械 1.47%、医疗器械概念 1 ...

今天，A股三大指数走势分化，量能有所提升。AI概念股全线反弹，AI应用、算力等板块涨幅居前，机 器人概念股持续活跃，银行股调整。整体看，目前市场以震荡为主，热点快速轮动。 个股方面，机器人相关概念股宏昌科技、电光科技、瑞芯微等涨停， 光大同创（301387）午后1分钟冲 击"20CM"涨停 。 截至收盘，上证指数跌0.23%，深证成指涨0.51%，创业板指涨0.83%，全市场全天成交额1.19万亿元， 较上一交易日增加1514亿元。全市场超3400只个股上涨。 机器人概念股表现强势 午后，机器人概念股持续拉升，人形机器人、机器人概念板块涨幅居前。 春光智能、倍益康等多股涨 停，光大同创午后开盘1分钟涨停。 | 光大同创 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 301387 创 融 LT | | | | | | | | | 40.36 ■ 40.36 (HE | 市值 42.98亿 流通 17.11亿 | 34.20 | | | 量比 换 | | 5.05 26.36% | | 6.73 20.01% 开 34.20 ...

4月30日沪深两市涨跌不一，成交量有所放大。板块方面人形机器人、自动化设备涨幅居前，保险、银 行跌幅居前。人气股方面南方精工（002553）收于涨停，步步高（002251）、红宝丽（002165）跌幅居 前。值得注意的是，十大人气股中机器人相关概念股占据其中六席。下面是今日十大人气股排名的详细 情况。 | 4.30沪深两市 十大人气股排名 | | | | | | | --- | --- | --- | --- | --- | --- | | 个股人气排名 股票代码 | | 证券简称 | 收盘份 | 涨跌幅 (%) | 人气值 | | 1 | 002261 | 拓维信息 | 33.3 | 4.13 | 771.21万 | | 2 | 002165 | 红宝丽 | 12.44 | -2.05 | 585.27万 | | 3 | 002251 | 步步高 | 6.2 | -10.01 | 487.50万 | | 4 | 600580 | 卧龙电驱 | 25.72 | 6.86 | 436.26万 | | 5 | 601177 | 机内削进 | 20.09 | 3.03 | 351.40万 | | 6 | 00255 ...

2025.04. 30 作者 | 一财资讯 4月30日，A股三大指数窄幅震荡，截至收盘，上证指数跌0.23%，深证成指涨0.51%，创业板指涨 0.83%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3279.03 | -7.62 | -0.23% | | 399001 | 深证成指 | m | 9899.82 | 50.02 | 0.51% | | 399006 | 创业板指 | print Anni | 1948.03 | 16.09 | 0.83% | 盘面上，AI应用、机器人、算力、消费电子、华为鸿蒙、半导体、低空经济概念股活跃；银行股全 线调整，电力、港口、PEEK材料题材跌幅靠前。全市场超3400只个股上涨。 具体来看，机器人概念股再度爆发，南方精工、祥鑫科技、华夏幸福等10余股涨停。 电力股继续调整，华银电力尾盘跌停，西昌电力、韶能股份跌超8%，广西能源、华电辽能、湖南发 展、乐山电力、长源电力等跌幅居前。 微信编辑 | 生产队的驴（想放假版） 推荐阅读 ...

Core Viewpoint - The A-share market experienced mixed performance with the Shanghai Composite Index declining by 0.23%, while the Shenzhen Component and ChiNext Index increased by 0.51% and 0.83% respectively [1] Industry Summary - The robotics sector saw significant gains, with multiple stocks such as Southern Precision and Xiangxin Technology hitting the daily limit [1] - The computing power leasing concept also strengthened, with companies like Changshan Beiming and Hongbo Shares reaching their daily limit [1] - The consumer electronics sector was active, with stocks like Deep Konka A and Yingtong Communications also hitting the daily limit [1] - Bank stocks faced adjustments, with Huaxia Bank dropping over 8% [1] - Other sectors that performed well included reducers, Zhipu AI, and chips, while hotel and catering, tourism, steel, and electricity sectors experienced declines [1] - Overall, the market saw more gainers than losers, with over 3,400 stocks rising and a total trading volume exceeding 1 trillion yuan [1]

每经记者 刘明涛 每经编辑 肖芮冬 这里，通过整合天风、安信、国信等10余家券商最新研报信息，为粉丝朋友带来4家公司简介，仅供参考。 4月30日，A股大小指数分化，沪指震荡走弱。截至上午收盘，上证指数跌0.08%报3283.97点，深证成指涨0.73%，创业板指涨1.01%，北证50涨3.19%，科创 50涨0.96%，中证A500涨0.29%。A股成交7282.14亿元。 | 3283.97 -2.68 -0.08% | | | | | 上证指数 000001 | ボ | | --- | --- | --- | --- | --- | --- | --- | | SSE 11:30:03 交易中 | | | | | 户深市场核心指数 / ● + | | | 金额 3111.03亿 关键比率 | | | | | | | | 成交量 | | 269.80 Z | | 2023 | | 2024 20250 | | 开盘 | | 3284.08 | 毛利率 | 17.19 | 17.22 | 17.17 | | 最高 | | 3292.20 | 净利率 | 9.01 | 9.31 | 10.72 | | 最低 | ...

Group 1 - The core viewpoint of the article highlights the recent surge in the robotics sector, with the Robotics Industry ETF (159551) rising over 1.8% [1] - The Robotics Industry ETF focuses on publicly listed companies related to robotics, including system solution providers, automation equipment manufacturers, and component suppliers, offering investors a comprehensive opportunity to invest in the robotics industry [1] - Recent domestic and international catalysts have led to an increase in participants in the robotics sector, with companies like Huawei, ByteDance, BYD, Xiaomi, and Ant Group in China, as well as Tesla, 1X, and Figure AI abroad, accelerating their commercialization efforts [1] Group 2 - The emergence of DeepSeek AI is driving the development of general-purpose robotic models, facilitating advancements in humanoid robots, which are entering a phase of diverse applications and competition [1] - Humanoid robots are increasingly being integrated into industrial scenarios, marking a significant trend in both domestic and international markets, with commercial viability expected to materialize [1]