Group 1 - Multiple stocks issued trading risk warnings on June 3 [1] - Debon Logistics (603056) achieved a 5-day consecutive limit-up, with a stock price of 22.88 CNY, and a cumulative increase of 72.16% from May 26 to June 3, with a turnover rate of 24.27% [2] - Debon Logistics stated that it has not yet applied autonomous logistics vehicles and that the recent market concept will not impact its performance [2] Group 2 - Cuiwei Co., Ltd. (603123) experienced a 30.01% increase in stock price over three consecutive trading days, reaching 12.38 CNY [4] - The company reported a revenue of 2.229 billion CNY for 2024, a year-on-year decrease of 39.11%, and a net profit attributable to shareholders of -687 million CNY, a decline of 17.52% [4] - In Q1 2025, Cuiwei Co., Ltd. reported a revenue of 566 million CNY, down 9.83% year-on-year, with a net profit of -81.93 million CNY [4] - The company acknowledged significant declines in retail and payment business revenues due to market conditions and policy changes [4]

Group 1: Market Performance - The stock price of Hexing Co., Ltd. experienced a dramatic shift from a limit down to a limit up within 8 minutes, closing at 21.99 yuan per share with a total market value of 8.818 billion yuan, marking a cumulative increase of nearly 41% since April 9 [1][5] - Other companies in the unmanned logistics vehicle sector also saw significant stock performance, with Debon Logistics achieving five consecutive trading limits and Tongda Electric reaching six limits in seven days [3] Group 2: Financing Activities - L4-level autonomous driving companies have been actively securing funding, with Jiushi Intelligent completing a $100 million Series B3 financing, New Stone Technology raising 1 billion yuan in Series C+ financing, and White Rhino securing 200 million yuan in Series B financing [4][6] Group 3: Industry Development - The unmanned logistics vehicle industry is transitioning from "technically feasible" to "commercialization," with companies like Jiushi launching new models and pricing strategies aimed at reducing costs [7][8] - The pricing of unmanned logistics vehicles is now lower than that of traditional trucks, with subscription services for fully autonomous driving significantly cheaper than driver wages [8] Group 4: Company Clarifications - Hexing Co., Ltd. clarified that it is not involved in the unmanned logistics vehicle business, and the current market hype will not impact its performance [11] - Other companies, including Tongda Electric and Debon Logistics, also stated they do not have revenue from unmanned logistics vehicles and highlighted the potential for irrational market speculation due to their small external circulation [16][17] Group 5: Future Outlook - Analysts suggest that unmanned logistics vehicles could lead the rapid commercialization of L4 autonomous driving, with significant growth expected in order volumes for leading manufacturers [19] - Investment opportunities are recommended in logistics operations, component suppliers, and algorithm platform companies, with specific companies highlighted for their potential in these areas [19]

②稳定币-解码加密支付圆桌会：稳定币是场景化应用落地的关键之钥即将召开，稳定币是指追求币值相对稳定的 一种加密货币;跨境银行间支付清算公司CIPS)与阿联酋央行签署跨境支付合作备忘录：(御银股份、慧博云通、雄 帝科技、天阳科技、海联金汇、恒宝股份 假期舆情热度 假期舆情热度 ①自主可控/EDA-不靠普下令米国EDA制造商停止对华供货，三大芯片设计EDA已对中国断供;(广立微、一博科 技、台基股份、华大九天、概伦电子、申通地铁、金百泽等) ③汽车链/无人驾驶-"新汽车"5月交付量集体大涨：鸿蒙智行创新高、小米YU7拟于7月量产，交通运输实施意见顶 层设计将出台，特斯拉计划在6月12日在奥斯汀推出Robotaxi;(一博科技、美利信、雷尔伟、交运股份、福龙马、通 达电气、合锻智能等) ④机器人-智元远征A2成全球首个同时拥有中美欧认证的人形机器人;荣耀确认进军机器人业务;(美利信、一博科 技、慧博云通、拓斯达、三德科技、东土科技等) ⑤创新药-5月30日一6月3日，2025年美国临床肿瘤学会(ASCO)年会在美国芝加哥举行，中国药企以70余项研究成 果入选，国产创新药再次闪耀世界舞台;(舒泰神、睿智医药、华纳药厂 ...

上周，A股主要指数弱势震荡。全周，小盘股方向表现略强，中大盘股方向略弱，上证50指数周跌幅达 1.22%。 假期期间，多个重磅消息扑面而来，对本周A股行情有何影响？今天，达哥和牛博士就大家关心的话题 进行讨论。 牛博士：达哥，你好。假期期间，外围消息比较多，且感觉都比较重磅，你对此怎么看？本周将开启6 月行情，大盘走势会如何？ 道达：在三天假期里，出现了不少消息。 首先，地缘局势方面。据乌克兰安全局消息人士称，乌克兰无人机1日袭击了多个俄罗斯军用机场，其 中包括位于西伯利亚东部深处的贝拉亚军事基地。包括A-50、图-95和图-22 M3在内的40多架飞机在此 次行动中受损，损失约为20亿美元。 不过，俄方的分析认为，乌克兰方面实际上仅仅可能摧毁了两架图-95战略轰炸机及一架安-12运输机。 其余受损飞机在维修后均可恢复作战能力，乌克兰方面宣称的战果并不符合实际。 另外，中东局势恶化的迹象越来越明显，特别是以色列与伊朗之间。 其次，关税方面。美国总统特朗普表示，将把进口钢铁的关税从25%提高至50%。欧盟委员会发言人 称，欧盟已准备好对美国提高关税采取反制措施。 中美经贸方面，商务部新闻发言人表示，在日内瓦经贸 ...

近日，天汇盛(北京)科技有限公司、北京蓝翼动力科技有限公司分别与三羊马（001317）数园科技(重 庆)有限公司签署无人快递车采购意向合同，拟分别向三羊马数园科技采购30台、20台无人驾驶快递配 送车。(三羊马官微) ...

计算机 2025 年 06 月 01 日 投资评级：看好（维持） 周观点：继续看好 AI 板块机会 （1）DeepSeek-R1 更新，模型思维深度和推理能力显著提升 相关研究报告 《周观点：AI 有望持续精彩 —行业周 报》-2025.5.25 《周观点：从巨头财报看 AI 板块机会 —行业周报》-2025.5.18 《持续布局 AI 核心产业方向—行业周 报》-2025.5.11 周观点：继续看好 AI 板块机会 ——行业周报 | 陈宝健（分析师） | 刘逍遥（分析师） | | --- | --- | | chenbaojian@kysec.cn | liuxiaoyao@kysec.cn | | 证书编号：S0790520080001 | 证书编号：S0790520090001 | 市场回顾：本周（2025.5.26-2025.5.30），沪深 300 指数下跌 1.08%，计算机 指数上涨 1.77%。 行业走势图 数据来源：聚源 -38% -19% 0% 19% 38% 58% 77% 2024-05 2024-09 2025-01 计算机 沪深300 无人驾驶已成为产业趋势，一方面，5 月 27 ...

1、工信部印发《算力互联互通行动计划》，到2028年，基本实现全国公共算力标准化互联，逐步形成 具备智能感知、实时发现、随需获取的算力互联网。2、美暂停向中国出售发动机技术？ 外交部：美有 关做法泛化国家安全概念，对中国进行恶意封锁和打压。3、平安获批设立私募基金落户深圳前海，首 期基金规模300亿元，将重点布局符合政策导向和险资配置需要的优质上市公司。4、央行数据显示，5 月以固定数量、 利率招标、多重价位中标方式开展了7000亿元买断式 逆回购操作。5、 中国交建：拟 以5亿元-10亿元 回购公司A股股份。 航天晨光：因违规行为暂停参加全军物资工程服务采购活动。 中 科曙光：筹划重大 资产重组事项继续 停牌。 香农芯创：控股股东终止协议转让公司股份。四连板 德邦 股份：目前暂未实际应用 无人驾驶物流车。 ...

Investment Rating - The report indicates a positive market sentiment with a recommendation for mid-term positioning in sectors such as autonomous driving, artificial intelligence, and high-end manufacturing, suggesting a favorable outlook for these industries [8][24]. Core Insights - The North Exchange A-shares saw a trading volume of 28.18 billion yuan on May 29, 2025, marking an increase of 4.056 billion yuan from the previous trading day, with the index rising by 2.7% [5][14]. - Among the 266 companies listed on the North Exchange, 246 experienced price increases, while only 19 saw declines, indicating strong market performance [21][22]. - Key stocks that performed well included Sanyou Technology (30.0%), Luchao Information (30.0%), and Xinan Clean (17.0%), while the biggest losers were Tianli Composite (-4.3%) and Jinbo Biological (-3.6%) [21][23]. Summary by Sections Market Review - The North Exchange A-shares had a trading volume of 28.18 billion yuan, with a turnover rate of 6.0%, leading among various sectors [14][17]. - The North Exchange 50 index closed at 1415.84 points, reflecting a 2.7% increase, with the day's trading showing a pattern of high opening and rising prices [8][18]. Important News - The Central Committee and the State Council issued an opinion aimed at enhancing the market-oriented allocation of resource and environmental factors, with goals set for 2027 to improve trading systems for carbon emissions and water rights [6][24]. Key Company Announcements - Zhonghang Taida announced plans for a major shareholder to reduce holdings by 2.25 million shares, representing 1.59% of total equity, due to personal financial needs [7][26]. - Most Nan Technology plans to use up to 80 million yuan of idle funds for cash management, focusing on safe and liquid financial products [7][27]. - Jike Co. intends to utilize up to 250 million yuan of idle funds for cash management to enhance fund efficiency [7][31].

暗盘资金流向曝光！提前捕捉庄家建仓信号>> 无人驾驶概念午后走低，博世科（300422）跌超10%，光洋股份（002708）、东风股份（600006）、玉 禾田（300815）、万马科技（300698）、星网宇达（002829）、四川金顶（600678）等跟跌。 ...

Core Viewpoint - In 2024, the integration of "vehicle-road-cloud" automated driving is becoming a consensus in the industry, with Wuling Motors transitioning from a technology follower to an ecosystem builder in the autonomous driving sector, reflecting the broader transformation of China's automotive industry towards intelligence and technology [1]. Group 1: Management Evolution - In December 2016, Wuling Motors initiated the establishment of the Lingdong Technology Incubator to promote technological innovation and result transformation, focusing on new automotive technologies and intelligent manufacturing [1]. - In 2018, the low-speed autonomous driving project received a 100,000 yuan seed fund from the incubator, leading to the formation of a project team for independent research and development of autonomous vehicles [2]. - By 2025, Wuling Motors plans to establish a technology company for autonomous driving development and operations, concentrating resources to enhance decision-making efficiency and promote business growth [2]. Group 2: Positioning Upgrade - Wuling Motors has evolved from offering a single product to providing diversified solutions, including logistics vehicles, mobile charging robots, and autonomous sightseeing vehicles, thereby creating a variety of solutions for different applications [4][6]. - The Wuling Space Capsule, equipped with the Lingyu 2.0 intelligent driving system, is designed for specific applications such as reception and sightseeing, showcasing the company's technological advancements [6]. Group 3: Scene Breakthrough - Initially, Wuling Motors focused on logistics within factory settings, but has since expanded its applications to include mobile charging robots that support various charging modes, addressing challenges in electric vehicle charging infrastructure [7][8]. - By the end of 2024, mobile energy storage charging vehicles have been deployed in multiple cities and exported to regions including Taiwan and Southeast Asia, generating approximately 21 million yuan in revenue [11]. Group 4: Resource Reconstruction - The early stages of the smart driving business relied heavily on Wuling Motors' internal resources, but the company has since partnered with entities like Mushroom Car Union and Moli Technology to enhance development and operational capabilities [14][15]. - The linear chassis platform has integrated over 20 ecosystem partners, leading to the development of more than 10 vehicle models, thus establishing a comprehensive autonomous driving industry ecosystem [15]. Conclusion - By 2025, Wuling Motors aims to continue focusing on core components and scenarios related to linear chassis, autonomous charging, logistics, and sightseeing, enhancing product quality and providing systematic solutions to improve user experiences [17].