请各位听众升级为见闻最新版APP，以便成功收听以下音频。 华见早安之声 市场概述 要闻 中美经贸中方牵头人、国务院副总理何立峰出席新闻发布会表示，中美达成重要共识，会谈取得实质性进展。 中国4月CPI同比降0.1%、与上月持平，PPI同比降幅扩大至2.7%。 日本首相石破茂重申"零关税"，要求美国全面取消汽车关税。 印巴双方宣布停火后不久，印控克什米尔地区再次传出爆炸声。印度指巴基斯坦违反停火协议，巴方否认。 乌克兰准备无条件停火至少30天，普京提议5月15日恢复俄乌谈判。泽连斯基：乌克兰已做好与俄罗斯举行会谈的准备。 野村：日本寿险美元资产占比过高，一旦减持或对冲，将对美元产生重大压力。 投资者关注贸易会谈进展、消化美联储政策及第一季度财报数据。 美股周五开盘上涨，三大指数大多小幅收跌，全周均下跌。特斯拉一度涨超7.8%，台积电盘初涨约3%后收窄至不足1%，Lyft因扭亏为盈且预订量增长，股 价飙升28%。中概指数全周累计跌1.4%。 10年期美债收益率周五波动不大，全周上涨约7个基点。美元指数一度跌超0.5%后企稳于100上方。黄金终结两连跌，美油盘中涨近2.6%。 中美经贸高层会谈取得了实质性进展，达成 ...

投资者关系活动记录表 在2025年华为中国合作伙伴大会，公司荣获华为"2024年度卓越ISV 合作奖"及"优选级ICT服务解决方案伙伴"；在2025年华为北京政企合 作伙伴大会，公司斩获"2024年勇攀高峰奖-北京5亿元俱乐部"、"产 业卓越贡献奖-华为云Stack"、"行业卓越贡献奖-金融行业奖"三项奖 项，完成"华为北京政企2025年经销商BP签署计划"，进一步深化同华 为的合作关系。 公司与华为签署了鸿蒙生态合作协议，双方聚焦HarmonyOS NEXT 在金融业务场景的原生应用开发、兼容适配、生态合作、市场拓展等方 面展开全方位、深层次的合作，共同开创数智金融新未来。目前，公司 不仅是华为开发者联盟的生态市场服务商，还成为了首批鸿蒙开发服务 商，后续也有望伴随华为生态的发展和建设，不断扩展自身业务和版图。 此外，宇信科技还培育储备了一支专业技术过硬的鸿蒙开发技术人 才队伍，为公司后续更多产品的原生应用开发与适配提供强有力的支撑。 宇信科技对外发布鸿蒙HarmonyOS NEXT版移动金融开发平台，为鸿蒙 HarmonyOS的应用开发提供一站式的产品支持，帮助企业快速上线鸿蒙 原生APP金融服务，是公司 ...

一、印巴冲突升级又停火又没完全停，军工热度预计也是反复 本来周六各大群还在讨论印巴冲突继续大升级，印度海军包括航母加入战斗，巴基斯坦正式启 动"Bunyan-un-Marsoos行动以报复"印度的侵略"，后面还陆续传出各种战果，包括XX基地 被炸毁，甚至有透露JF-17枭龙战机发散超音速导弹成功摧毁了印度价值15亿美元的俄制S- 400防空系统。 就在散户情绪高涨，券商各种电话会交流之际，晚上还没到8点特朗普就在社交媒体表示：印 度和巴基斯坦已经同意立即全面停火，随后，印巴两方也正式官宣停火。券商周末才拉满的 500人军工研究群瞬间话风一变，从讨论下周满仓梭哈到是不是要变维权群…… 虽然周末关于军工股的影响和走势争议比较大，但这次以歼10C为代表的中国军工装备确实表 现一流，印巴冲突打出来了很好的宣传效果，对中国军贸也是积极影响。其他消息刺激包括， 央视网和央视军事官微先后发布歼10C和歼15舰载机实弹射击相关新闻。人民日报今天发表题 为《加快解放和发展新质战斗力》的评论文章，同时在目前的地缘趋紧和我国军工行业不断领 先的背景下，军工股虽然表现短期过热，但后续还是会有反复的机会，除了军贸订单变 化，"十五五" ...

谈及鸿蒙发展，何刚强调，鸿蒙不仅是操作系统，更是充满无限可能的创新生态，每位开发者都是改变世界的种子。鸿蒙秉持开放理念，需众人共同努力， 汇聚力量，期待更多高校学子体验并加入鸿蒙生态，共同开拓创新天地。 为深化同学们对HarmonyOS 5的认知与实践体验，本次活动还设置了主题沙龙，邀请了学生代表与华为多位专家，针对鸿蒙领域相关问题展开深度交流对 话。一方面，学生们通过与行业专家的交流互动，更能精准把握行业发展趋势与方向。另一方面，华为也借此契机，了解学生群体对产品的反馈和建议，助 力优化产品和服务体验。 2025年5月9日，鸿蒙校园公开课在西安电子科技大学成功举办，华为终端CEO何刚作为主讲嘉宾，回到母校与现场400余名师生分享鸿蒙研发背景、技术内 核及生态突破进展。西安电子科技大学党委书记任小龙会见何刚校友，副校长刘宏伟出席本次活动。 据了解，截至目前鸿蒙生态设备已超10亿台，注册开发者达720万人，覆盖手机、平板、智慧屏、鸿蒙座舱、智能穿戴、鸿蒙智联等多终端领域，打造繁荣 的鸿蒙生态花园。何刚表示，今年是鸿蒙生态快速成熟的关键一年，鸿蒙开发人才需求激增，华为将全力以赴服务、支持开发者，携手共建共享全新鸿 ...

Core Insights - The event "Open Source Park Tour" in Shenzhen highlighted the launch of "Traffic Jiahong," the first operating system for the transportation industry based on open-source HarmonyOS, marking a significant advancement in domestic open-source technology within core transportation infrastructure [1][2] Group 1: Event Overview - The event was attended by over 350 industry representatives, including leaders from the Ministry of Industry and Information Technology, Guangdong Province, and Shenzhen City [1] - The Open Atom Open Source Foundation has incubated 33 representative and forward-looking open-source projects, supporting software industry upgrades and digital transformation [1] Group 2: Technology and Innovation - "Traffic Jiahong" is built on OpenHarmony and openEuler, designed to meet the transportation industry's needs for high reliability, strong real-time performance, and interconnectivity of heterogeneous devices [1][2] - The system aims to unify operating system standards to address issues like fragmented device protocols and data silos, enabling comprehensive interconnectivity in urban transportation [1] Group 3: Smart Station Solutions - The smart station solution transforms traditional stations into intelligent entities capable of perception and collaboration, enhancing equipment management efficiency and safety through standardized device access and edge AI management [2] - The traffic signal control optimization system utilizes HarmonyOS and Star Flash technology to create a business loop of "perception-prediction-decision-service," improving the intelligence, safety, and convenience of traffic signal control [2] Group 4: Passenger Services - The system allows for "seamless passage" for passengers by enabling mutual trust and connectivity between mobile devices, wearable technology, and ticket gates, with a 90% increase in recognition speed through facial recognition technology [2] - Data security is ensured through full encryption during the identification process [2] Group 5: Industry Impact - The open-source HarmonyOS is seen as a critical support for independent innovation in the industry, aiming to create an "open-source community" for smart transportation through collaborative technology, standardization, and scenario expansion [2] - The push for open-source HarmonyOS in the rail transit sector aims to establish a more influential "Chinese solution" and "Chinese standard," injecting innovative momentum into global smart transportation development [2]

（原标题：主力资金丨尾盘6股获主力资金大幅加仓） 今日仅2个行业主力资金净流入。 热门军工股中航成飞主力资金净流出金额居首，为15.17亿元。数据显示，截至4月30日，中航成飞股东总户数为5.47万户，较上期（4月18日）增 加1141户，增幅为2.13%。 据证券时报·数据宝统计，今日沪深两市主力资金净流出365.63亿元，其中创业板净流出174.52亿元，沪深300成份股净流出58.63亿元。 行业板块方面，申万一级行业有7个行业上涨，美容护理和银行行业涨幅居前，均超1.3%；纺织服饰、公用事业、家用电器、食品饮料和煤炭行 业微涨。24个下跌行业中，电子行业跌幅居首，跌2.07%；计算机、国防军工、传媒、商贸零售和房地产等行业跌幅均超1%。 从资金流向来看，申万一级行业中，仅纺织服饰和煤炭行业主力资金净流入，金额分别为1.66亿元、1.01亿元。 29个主力资金净流出的行业中，电子行业净流出金额居首，达61.23亿元；计算机行业净流出54.22亿元；机械设备、国防军工、通信、基础化工和 传媒等行业主力资金净流出均超15亿元。 热门军工股遭资金大幅净流出 从个股来看，今日20股主力资金净流入超1亿元，其中1 ...

Market Overview - The market experienced a decline with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index falling by 0.3%, 0.69%, and 0.87% respectively, with over 4,000 stocks declining and more than 1,200 stocks rising [4] Hongmeng Concept - The Hongmeng concept stocks showed volatility, with a significant rise in the morning followed by a decline, ultimately closing down by 1.51% after an initial increase of over 1.8% [9] - Notable stocks included Kelong Software, which surged to a 20% limit up, and other stocks like Dongfang Zhongke and Huali Shares also reached their limit [8][9] - The market sentiment around the Hongmeng concept appears inconsistent, with a pattern of initial excitement followed by a return to previous lows [10] 5.5G Concept - The 5.5G concept saw some activity after reports of 5G-A signals appearing for users, with a deployment of testing networks across 31 provinces in China [13] - The sector initially faced a decline of nearly 2% but later saw a rebound, with stocks like Wuhan Fangu and Shuo Beid experiencing notable increases [14] - Despite some positive movement, the overall performance of the 5.5G sector remained weak, reflecting a broader trend of short-lived enthusiasm [15] Cross-Border Payment - The cross-border payment sector experienced a brief surge, particularly with stocks like Zhongyou Capital and Hailian Jinhui showing some movement [18] - However, the overall sector closed down by 1.41%, with the reasons for the initial rise being unclear and linked to speculative narratives [19] Huawei Robotics - There were rumors regarding Huawei's robotics production, with a mention of a mass production event scheduled for May 18 [22] - The validity of these claims is questionable, as Huawei's role appears to be more about providing technology and services rather than manufacturing robots [23] - Some related stocks, such as Tuosida, saw significant increases, but the overall market reaction was muted, indicating a lack of sustained interest [23]

鑫新闻 研究所日报 2025 年 5 月 9 日 星期五 1.民营经济促进法施行在即，多部门将出配套措施紧抓落实。点评：在5月8日国新办举行的新闻发布会上，司法、全 国人大、国家发展改革委等部门相关人员共同介绍《中华人民共和国民营经济促进法》有关情况和未来的配套落实举 措，涉及投资融资促进、科技创新、服务保障、权益保护等方面。日前表决通过的民营经济促进法将自今年5月20日 起施行，作为我国第一部专门关于民营经济发展的基础性法律，民营经济促进法积极回应民营企业关切，其将进一步 推动民营经济健康发展。 2.美国与英国达成贸易协议。点评：北京时间5月8日晚间，美国总统特朗普公布了与英国之间贸易协议的大致框架。 英国政府同意在进口美国食品和农业产品方面作出让步，以换取美方降低对英国汽车出口的关税，美国将对英国制造 的汽车关税降至10%，对钢材和铝材的关税降至零。谈判仍将继续，协议的细节将在接下来的几周内敲定。英美关税 谈判取得进展将降低全球贸易前景的不确定性，关注本周末中美贸易谈判的进展情况。 1.天津市数据局、市财政局联合印发了《天津市算力券实施方案（试行）》。点评：算力券是用于支持购买智算或超 算服务的政策工具和 ...

Market Overview - Major A-share indices experienced a decline today, with the Shanghai Composite Index down 0.3% to 3342 points, the Shenzhen Component down 0.69%, and the ChiNext Index down 0.87% [1][2] - Total trading volume reached 1.22 trillion yuan, a decrease of 994 billion yuan compared to the previous trading day, with over 4000 stocks declining across the market [1] Sector Performance - The beauty and personal care sector saw gains, with companies like Dengkang Dental hitting the daily limit [2][11] - The textile and apparel sector surged, with multiple stocks such as Wanshili and Huafang shares reaching the daily limit [2] - Bank stocks rallied, led by Qingdao Bank, which rose over 3% [12] - The jewelry sector also performed well, with Feiyada hitting the daily limit [2] - Conversely, the retail and commercial sectors faced declines, with Maoye Commercial hitting the daily limit down [2] - The semiconductor sector experienced significant losses, with storage chips and HBM concepts leading the declines, and Huahong Semiconductor dropping nearly 12% at one point [2][8] - The robotics sector weakened, with stocks like Zhaofeng falling sharply [6][7] Notable Stock Movements - Gold-related stocks generally fell, with Huayu Mining down nearly 5% and He Bai Group down over 3% [4][5] - Robotics stocks collectively dropped, with significant declines in companies like Ruihu Mould and Dineike [6][7] - Semiconductor stocks saw substantial losses, with Huahong Semiconductor down over 9% and other companies like Weicai Technology and Canxin falling over 6% [8] - The Hongmeng concept stocks also faced declines, with Netcom Software down over 9% [9][10] Policy and Economic Context - The People's Bank of China announced a series of easing measures, including a 10 basis point cut in policy rates and a 0.5 percentage point reduction in the reserve requirement ratio, along with a new 500 billion yuan special loan for consumption and elderly care [12][13] - Open-source Securities noted that the liquidity released from the reserve requirement cut will enhance the banking system's funding capacity, with expected credit allocation towards technology innovation and green transformation [13] Future Outlook - Analysts suggest that the A-share market may exhibit a bottoming characteristic, with opportunities for buying on dips to benefit from market stability [14] - Key sectors to watch include TMT (Technology, Media, and Telecommunications) focusing on self-sufficiency and AI, consumer sectors aimed at boosting domestic demand, and stable performance or high dividend utility and dividend sectors [15]

Group 1: Textile Industry - Huafang Co., Ltd. has achieved a 10.06% increase over four consecutive trading days, driven by strong performance in the textile sector [2] - Wanshili Co., Ltd. recorded a significant first board increase of 20.03%, attributed to its textile and aluminum business [2] - Yanfeng Co., Ltd. and Hongda High-tech both made their first board appearances with increases of 10.00% and 9.99% respectively, also linked to the textile industry [2] Group 2: Military Industry - Chengfei Integration has seen a 10.02% rise over three consecutive days, reflecting the growing military sector [5] - Tianjian Technology and Lijun Co., Ltd. also reported increases of 10.00% and 9.96% respectively, attributed to military-related activities [5] Group 3: Robotics Industry - Aopu Optoelectronics has achieved a 10.01% increase over three consecutive days, driven by developments in the robotics sector [7] - Qiaoyin Co., Ltd. and Wanxiang Qianchao both recorded increases of 9.98% and 10.04% respectively, linked to the robotics market [7] Group 4: Mechanical Equipment - Demand for magnetic suspension compressors in China's data centers is expected to double in the next three years, indicating strong growth potential in this sector [8] - Jialitu Co., Ltd. and Baida Precision have both reported increases of 9.98% and 9.96% respectively, driven by the magnetic suspension compressor market [9][11] Group 5: Chemical Industry - Red Wall Co., Ltd. has achieved a notable 9.98% increase over 14 trading days, driven by the epoxy propylene market [18] - Hehua Co., Ltd. made its first board appearance with a 10.02% increase, linked to the chemical and medical sectors [18] Group 6: Power Industry - Zhuanhe Energy and Jinkong Power both made their first board appearances with increases of 10.03% and 9.93% respectively, reflecting the positive outlook for the power sector [14][16] Group 7: Huawei Harmony - Qisheng Technology has achieved a 10.02% increase over four consecutive days, driven by developments related to Huawei's Harmony operating system [19][20]