"需求端，传统领域如家电和消费电子受益以旧换新政策，需求得到有力支撑；同时，新能源汽车领域维持高景 气度，进一步推动了稀土需求的增长。此外，从远期来看，人形机器人产业的发展有望为稀土市场打开新的成长空 间。因此，稀土的需求预期将保持较高的增速。"申万宏源有色金属团队告诉《国际金融报》记者，当前稀土板块处 于"价格底部+政策催化+需求预期改善"三重驱动节点，且中美博弈背景下，稀土战略价值凸显，板块估值具备上修空 间。 五一假期后的首个交易日，A股士气高涨，截至午盘，4839只个股飘红。 稀土磁材是人形机器人核心原材料之一，今日人形机器人概念也大涨，截至午盘涨2.8%。 | թ | 代码 | 名称 | ● | 米幅% ↑ | 最新 | 成交额 | 周涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | | 0 | 861546 | 人形机器人 | 1 | 1257.51 | 2.80 | 2.80 | 34.25 | | 1 | 300918 | 南山智尚 | 1 | 19.98 | 24.92 | 9.49 7 | 19.98 | | 2 | 30131 ...

Group 1 - The Hongmeng concept stocks rose by 4.48%, ranking sixth among concept sectors, with 230 stocks increasing in value [1] - Notable gainers include Huiwei Intelligent, which surged by 30%, and several others like Jiulian Technology and Tianyuan Dike, which both hit the 20% limit up [1] - The overall market saw a significant inflow of capital into the Hongmeng concept sector, with a net inflow of 4.328 billion yuan, indicating strong investor interest [2] Group 2 - The top stocks in the Hongmeng concept sector by net capital inflow include Yanshan Technology with 780.156 million yuan, Changshan Beiming with 696.021 million yuan, and Tianyuan Dike with 525.591 million yuan [3][4] - The net inflow ratio for stocks like Dahua Intelligent and *ST Guohua reached 44.49% and 33.74% respectively, highlighting strong buying interest [3] - The overall performance of the Hongmeng concept stocks reflects a positive sentiment in the market, with many stocks experiencing significant price increases [2][3]

Group 1 - Huawei HiSilicon concept stocks rose by 4.36%, ranking 8th in the concept sector, with 49 stocks increasing in value [1][2] - Shenzhen Huaqiang hit the daily limit, while Runhe Software, Youbo Xun, and Jinsai Technology saw significant gains of 9.55%, 8.27%, and 7.85% respectively [1][2] - The Huawei HiSilicon concept sector experienced a net inflow of 1.712 billion yuan, with 32 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2][3] Group 2 - The top net inflow stocks included Shenzhen Huaqiang with 449 million yuan, Sichuan Changhong and Runhe Software both with 385 million yuan, and Beifang Huachuang with 91.72 million yuan [2][3] - The net inflow ratios for Shenzhen Huaqiang, Sichuan Changhong, and Runhe Software were 25.92%, 8.64%, and 7.93% respectively [3][4] - The trading volume and turnover rates for leading stocks in the Huawei HiSilicon concept were highlighted, with Shenzhen Huaqiang showing a turnover rate of 6.17% [3][4]

Group 1 - The digital currency concept index rose by 4.45%, ranking 7th among concept sectors, with 80 stocks increasing in value [1] - Notable gainers included Tianyuan Dike, which hit the daily limit with a 20% increase, and Hainan Huatie, Nantian Information, and ST Zhengtong, which also reached the daily limit [1] - The top gainers in the sector included Zhongyi Technology, Runhe Software, and Youbuxun, with increases of 9.69%, 9.55%, and 8.27% respectively [1] Group 2 - The digital currency sector saw a net inflow of 2.524 billion yuan, with 56 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2] - Hainan Huatie led the net inflow with 624 million yuan, followed by Tianyuan Dike, Runhe Software, and Nantian Information with net inflows of 526 million yuan, 385 million yuan, and 159 million yuan respectively [2] - The net inflow ratios for Nantian Information, Tianyuan Dike, and Hainan Huatie were 33.73%, 25.85%, and 17.82% respectively [3] Group 3 - The top stocks in the digital currency sector based on daily performance included Hainan Huatie with a 10.04% increase and Tianyuan Dike with a 20% increase [3] - Other notable performers included Runhe Software and Nantian Information, which increased by 9.55% and 10.02% respectively [3] - Stocks such as Xinyuan Technology and Xiaoshangcheng experienced declines of 4.42% and 0.85% respectively [6]

孟夏携雷捷报传，沪指重攀云汉边。 万亿成交添异彩，五千个股绽新妍。 聚能星火开新纪，算网鸿蒙拓宇天。 长线旌旗风正劲，牛途赤焰照坤乾。 市场解析： 今天市场放量走强，沪指突破3300点，能否一鼓作气出现连阳行情？从技术面分析来看，沪指日线级别 今天突破了长期趋势带的压力，这一信号非常重要。在我们的体系中，趋势是大前提，目前日线级别趋 势已开始出现由弱转强的信号，未来相对乐观。 不过，目前连阳上涨的概率不高。沪指60分钟、90分钟、120分钟级别均出现了黄色圆圈，代表筑顶信 号，信号强度不算弱，行情可能面临短期高点。 成交量方面，两市成交额不到1.4万亿，不满足连续进攻的条件。如果接下来能达到1.7万亿以上的级 别，才可能呈现持续进攻的状态。 接下来我们要密切注意两点： 一、短周期的见顶信号（绿色向下箭头）能否出现； 二、市场能否继续放量。如果见顶信号出现且市场放量不明显，行情可能维持震荡上行，呈现一步三回 头的走势，短线压力区在3320至3350点。 操作上，根据目前的信号来看，短期没必要追涨，耐心等待接下来行情调整时的低吸机会。 板块方向 节前我们就分析过，5月如果有行情，大概率是科技的天下，今天盘面表现确 ...

证券研究报告 | 策略点评 2025 年 05 月 06 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250506 今日关注 今日主要指数涨跌幅：沪指涨跌幅为 1.13%，深证成指涨跌幅为 1.84%， 创业板指涨跌幅为 1.97%。 申万一级行业表现：计算机、通信、综合在行业涨跌幅榜居前；石油石 化、煤炭、农林牧渔在行业涨跌幅榜居后。 概念板块表现：总体来看，稀土、稀土永磁、连板概念表现相对较好； 银行、医药商业、富时罗素概念表现相对较差。 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 5 | 一、市场回顾 | 3 | | --- | --- | | 二、风险提示 | 3 | 策略点评 一、市场回顾 图表1：今日主要指数涨跌幅（%）及概念板块表现 资料来源： wind 、粤开证券研究院 | 图表 1： | | --- | | 今日主要指数涨跌幅（%）及概念板块表现 3 | 二、风险提示 股市有风险，投资需谨慎 请务必阅读最后特别声明与免责条款 ...

以下文章来源于e公司 ，作者证券时报 毛军 e公司 . Wind实时监测数据显示，电子、计算机均获得超百亿元主力资金净流入，机械设备获得逾73亿元净流入，通信、电 力设备、有色金属也都获得超40亿元净流入，轻工制造则连续9个交易日获得净流入。仅银行、石油石化两个行业出 现主力资金净流出现象，分别净流出16亿元和2298万元。 展望后市，中银国际指出，往后看，A股走势需要更加关注内需政策节奏及关税进展。短期来看，在二者尚未明朗化 之前，A股或延续震荡格局，市场风格轮动加快。配置方向上，内需与自主可控仍是当前配置两大主线。 招商证券认为，由于汇金发挥类平准基金作用，市场向下调整空间不大，将会强化风险偏好，融资余额有望回归。 总的来看，市场在五月有望呈现"权重指数回升，科技成长活跃"的格局，风格方面，偏科技、中小风格有望重新回 归。 市场热点方面，新能源车概念掀涨停潮，板块指数放量高开高走涨逾2%，创1个月来新高。精进电动连续第3日20% 涨停，股价创近1年半来新高，奕东电子也20cm封板，电光科技、迪生力等多股一字涨停，力星股份、中恒电气等近 40股也强势涨停或涨超10%。 今年以来，国家及地方层面密集出台的提振 ...

| | 信 | | | | | | --- | --- | --- | --- | --- | --- | | 002819 | 东方中 | 5.46 | 5.04 | 2484.46 | 7.62 | | | 科 | | | | | | 603610 | 麒盛科 | 10.03 | 2.24 | 1914.18 | 22.31 | | | 技 | | | | | | 002173 | 创新医 | 5.13 | 11.12 | 784.62 | 1.77 | | | 疗 | | | | | | 688273 | 麦澜德 | 2.78 | 6.54 | 319.50 | 4.55 | | 300793 | 佳禾智 | 3.28 | 4.14 | 232.19 | 0.95 | | | 能 | | | | | | 002925 | 盈趣科 技 | 6.67 | 1.43 | 154.79 | 0.91 | | 601718 | 际华集 团 | 1.55 | 0.61 | 105.50 | 1.50 | | 300678 | 中科信 | 3.62 | 2.35 | 93.97 | 0.46 | | | 息 | | ...

还有，A股休市期间，美股涨幅超3%，恒生科技涨超3%，富时A50指数涨超1%，也刺激了今天A股的 涨势。 第二点，今天A股的开盘，特别的漂亮，没有大幅高开，而是小幅高开且回补了跳空缺口，这种走势有 利于全天的强势，上涨的路径比较平坦，给多头更多的信心。 我们再来看看板块的情况：可控核聚变概念全线爆发。消息面上，合肥紧凑型核聚变能实验装置项目工 程总装工作正式启动，较原计划提前两个月。有机构表示，可控核聚变或为人类能源终极解决方案，未 来商业化发展前景广阔，近年来国内外可控核聚变项目持续推进，商业化进程有望加速。 鸿蒙概念股表现活跃。消息面上，华为开发者大会定档6月20-22日召开，根据显示，这次大会可以深度 体验HarmonyOS最新版本的设计。此外，鸿蒙PC版也可能会在此次大会亮相。 稀土永磁概念股涨幅居前。消息面上，自宣布对7类中重稀土相关物项实施出口管制后，稀土金属价格 在数周内达到了创纪录的高位。欧洲锑价上涨两倍多，铽价累计涨幅超210%。有机构指出，稀土价格 处于周期底部位置，价格中枢有望上移，此外2025年人形机器人开始进入量产阶段，若按照远期1亿台 人形机器人销量，远期增量空间约20-40万吨。 ...

Market Performance - The A-share market experienced a strong opening on May 6, with the Shanghai Composite Index closing above 3300 points, up by 1.13%, while the Shenzhen Component and ChiNext Index rose by 1.84% and 1.97% respectively [1] - Nearly 5000 stocks in the market saw gains, with a total trading volume of 1.34 trillion yuan, an increase of 166.8 billion yuan compared to the previous trading day [1][2] - The average stock price across the A-share market increased by 2.6%, marking a significant improvement compared to the first trading days of the previous four months [2] Sector Performance - Key sectors that led the gains included controllable nuclear fusion, rare earth permanent magnets, and Huawei-related stocks, while banking stocks saw declines [1][4] - The controllable nuclear fusion sector saw a notable increase of 6.32%, while rare earth permanent magnets rose by 5.45% [4][8] - The technology growth style is gaining favor among institutions as they become more optimistic about the sector [4][6] Economic and Policy Context - The market's strong performance is attributed to a rebound in global risk assets during the May Day holiday and a strengthening of the yuan, indicating a demand for catch-up in Chinese assets [6] - Economic and performance data risks have been cleared, and the policy stance remains focused on stability, which is expected to enhance market risk appetite [6][14] - The impact of tariffs on the market is diminishing, and the focus is shifting towards sectors with continuous catalysts, particularly in technology and growth [6][14] Specific Industry Developments - The controllable nuclear fusion project in Hefei has officially launched, aiming to demonstrate fusion energy generation, which is expected to advance China's fusion energy development [7] - Rare earth metal prices have surged significantly following China's export controls, with dysprosium prices doubling and terbium prices increasing by over 210% [8] - The AI computing industry is showing strong performance, with companies in this sector reporting positive earnings, indicating sustained high industry prosperity [14]