Core Insights - The Shenzhen Intelligent Connected Vehicle Commercialization Forum showcased significant advancements in the integration of vehicle-road-cloud applications in Shenzhen, highlighting the city's leadership in developing an automated delivery ecosystem [1] - The national push for logistics intelligence upgrades presents substantial growth opportunities for the automated delivery industry, supported by government initiatives promoting technologies like unmanned vehicles [1] - The establishment of the "Automated Delivery 2.0" initiative aims to address existing challenges in cross-regional approvals, safety regulations, and operational frameworks, facilitating large-scale implementation [2] Group 1 - Shenzhen has deployed over 300 automated delivery vehicles across various scenarios, including supermarkets, food delivery, and express logistics, with major companies like Meituan, SF Express, and JD Logistics establishing a robust industry ecosystem [1] - The "4123" initiative includes four key advancements: scaling up operations, standardizing management, commercializing services, and enhancing connectivity through data sharing and infrastructure development [2] - The establishment of a dedicated committee for intelligent connected vehicles aims to foster cross-sector collaboration and support national standards for automated delivery [3] Group 2 - The company has developed multiple software and hardware products for urban traffic management, including a government regulatory platform for intelligent connected vehicles and a management platform for unmanned vehicles [4] - Ongoing projects include low-altitude transportation of medical supplies and cross-border logistics trials, indicating the company's active role in expanding automated delivery applications [5] - The company is focused on enhancing the operational capabilities of the TransPaaS platform to support the standardized operation of automated delivery services [3][4]

Group 1: Market Overview - The Hong Kong stock market showed a fluctuating upward trend in May 2025, with the Hang Seng Index increasing by 5.29% and the Hang Seng Tech Index rising by 1.63% [4][5] - The average daily trading volume of the Hong Kong Stock Connect decreased by 23.9% to HKD 138.2 billion in May 2025 compared to April 2025 [4] - Cumulative net inflow of southbound funds reached HKD 651 billion by May 31, 2025, accounting for 81% of the total net inflow for the entire year of 2024 [6] Group 2: Industry Insights - In the coal mining sector, domestic and Mongolian coking coal prices have approached cost lines, with domestic prices dropping from CNY 1,520 per ton at the end of 2024 to CNY 1,270 per ton by May 30, 2025, a decline of 16.4% [21][25] - The demand for coking coal has weakened, with a year-on-year decrease in apparent demand for major steel products by 3.3% as of May 23, 2025 [23] - The fourth-generation residential projects are gaining traction, with over 70 new projects expected to be launched in various cities, driven by policies promoting improved living standards [27][28] Group 3: Company-Specific Analysis - The report on Minglida (301268.SZ) indicates that the company is expected to see a significant increase in overseas automotive customer orders in 2025, marking a turning point in its operations [45] - Citic Bank (601998.SH) has received approval to establish an Asset Investment Company (AIC), enhancing its capabilities in equity investment and supporting the real economy [50][52] - The company is projected to achieve revenues of CNY 41.58 billion, CNY 56.63 billion, and CNY 72.46 billion from 2025 to 2027, with corresponding net profits of CNY 1.85 billion, CNY 3.90 billion, and CNY 6.73 billion [45]

Summary of Conference Call Records Industry Overview - The focus is on the following key industries: humanoid robots, logistics automation, scientific instruments, deep-sea technology, controllable nuclear fusion, and engineering machinery [1][2] Key Points and Arguments - **Commercialization of Unmanned Logistics**: Unmanned logistics is transitioning from concept to reality, with increasing road rights being granted across various regions. Companies like New Stoneware and Jiushi have significantly raised their delivery targets. Tesla plans to launch its long-awaited Robotaxi service in Austin on June 12, indicating a forming industry trend [2] - **Logistics and Warehouse Automation**: The future trend is towards automation in logistics and warehousing. Key areas of focus include unmanned vehicles, logistics operators, Automated Guided Vehicles (AGVs), warehouse automation integrators, and core components of related equipment. Recommended companies include Lanjian Intelligent, Zhongyou Technology, KJ Intelligent, Hangcha Group, Zhongli Co., Anhui Heli, Nuoli Co., Dematech, Tianzhun Technology, and Haichen Co. [2] - **Robotics Sector Updates**: The humanoid robot sector is recognized as a consensus direction in the market. Despite short-term volatility, there are numerous catalysts in the industry. Tesla's release of the latest Optimus video and Figure's announcement of its humanoid robot completing 20 hours of continuous testing on the BMW X3 production line validate industrial application capabilities [3] - **Demand for Industrial Robots**: The demand for industrial robots is steadily increasing, with improvements noted in the production of metal cutting machine tools and stable growth in forklift sales. The overall industry is showing signs of bottoming out, with most companies indicating initial signs of improvement, albeit not strongly [3] - **Engineering Machinery Trends**: Excavator sales continue to grow, and the external sales side is minimally affected by tariffs, remaining a key focus area. Companies to watch include Haitan Precision, Nuwei CNC, Oke Yi, Xugong Machinery, Sany Heavy Industry, Hangcha Group, Anhui Heli, and Yihua Da [3] Additional Important Content - **Investment Recommendations**: The report emphasizes the importance of monitoring marginal changes in demand across various sectors, particularly in engineering machinery and robotics. It suggests a focus on companies with significant marginal changes and those involved in the H and T chains, as well as domestic chains [3]

深城交：无人物流的卡位与布局 20250531 摘要 深圳正积极推动无人物流车商业落地，已初步发布物联网调度平台，并 与美团、顺丰、京东等签署战略合作协议，同时颁发 L4 级别测试牌照， 旨在通过技术体系支持无人物流运营，提升城市物流效率。 深圳市已着手建设覆盖全市的充电桩和停车位网络，旨在提高资源利用 率，为无人物流车提供配套服务，协调社会资源，为未来的大规模部署 提供支持，解决无人物流车运营的后顾之忧。 公司中标香港新能源车辆及政府专项资金系统项目，金额超 3 亿港元， 虽目前仍以有人驾驶为主，但未来将依托数字底座和大模型技术，逐步 向无人驾驶技术发展，实现对车辆和飞机的有效管控与调度。 公司与东部公交公司合作"无人物流市政项目"，旨在建设智慧物流枢 纽，包括智慧场站、运力车辆等，实现龙岗区内无人化物流运送，这是 一个软硬件结合的完整系统，公司参与其中进行运营和投资。 公司与深圳机场签约无人接驳车项目，预计 6 月节后开始测试，通过降 低事故率、减少人工成本，实现更高效、更低成本的运营，未来计划将 此模式复制到其他机场，扩大业务规模。 Q&A 深圳市在智能网联和无人物流领域的最新进展是什么？ 深圳市将在 ...

1、行情 最后一天，A股以缩量小幅下跌结束了5月的表演。 题材方面，脑科学早盘走强，创新医疗涨停，冠昊生物、爱朋医疗盘中双双涨超15%，中科信息、诚益通、三博脑科、翔宇医疗等集体大涨； 养殖板块表现较强，巨星农牧、湘佳股份涨停，晓鸣股份、神农集团、华统股份、牧原股份等走强； 低空经济午后发力，纵横股份（20CM）、绿能慧充、永悦科技、海格通信（炸）、路桥信息（30CM）涨停，商络电子午后水下爆拉一度涨超 17%，深城交、莱斯信息、广联航空、上工申贝、航天彩虹等集体走强； 强势股集体重挫，王子新材、融发核电、苏州龙杰、丽人丽妆、中超控股、尚纬股份、尤夫股份、国芳集团、永安药业、京华激光、渝三峡A等 集体跌停； 此外，医药产业链、银行等相对较强，数字人民币迎来较大分化，核聚变、无人驾驶、人形机器人等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收跌0.47%、0.85%、0.96%，市场超4100股下跌，1100余股上涨。 2、脑科学 昨日强势板块今日开盘都集体拉胯。 但就在题材股早上情绪大幅退潮的时候，脑科学板块逆势走强。 创新医疗直线拉板，冠昊生物、爱朋医疗盘中双双涨超15%； 中科信息、诚益通、三博脑科、 ...

5月30日午间涨停分析 智通财经5月30日电，今日午盘全市场共32股涨停，连板股总数13只，22股封板未遂，封板率为59%（不含ST股、退市股）。焦点股方面，市场连板高度压 缩至4连板的华森制药、德邦股份。核电板块跌幅居前，人气股王子新材、尚纬股份、融发核电跌停。 归因: 香港立法会５月２1日三读通过《稳定币条例草 案》。今年年底前,香港稳定币有望正式落地。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | | | --- | --- | --- | --- | --- | | 御银股份 002177 | 3天3板 | 10.07% | 09:25 | 数字货币 | | 霍普股份 | ロエリザ | 10 000/ | 00.00 | DIAIA | | 301024 | LALTX | 19.9970 | 07:20 | HVVH | | --- | --- | --- | --- | --- | | 海联毛汇 | 2天2板 | 10.04% | 09:25 | 数字货币 | | 002537 | | | | | | 元隆雅图 | 2天2板 | 9.99% | 09:37 | 数字文创 | | 00287 ...

Group 1: Automotive Industry - The L4 autonomous driving technology is gaining traction, with commercial applications expected to scale in logistics, driven by continuous policy support and the formation of a business ecosystem [4][5][6] - Companies like Jiusi Intelligent and Baixinniu are leading the way in deploying unmanned logistics vehicles, with Jiusi having delivered over 3,000 units and aiming for 10,000 by year-end [4][5] - The logistics sector is seeing a significant reduction in delivery costs, with estimates suggesting a 50% decrease in costs per delivery using unmanned vehicles [5][6] - The penetration of advanced driving assistance systems (ADAS) is increasing, with L2 and above penetration rates exceeding 60% in early 2025, indicating a growing market for autonomous technologies [6][7] - Investment opportunities exist across various players in the L4 limited scenario, including technology providers and component manufacturers, with recommendations for companies like XPeng Motors, BYD, and Great Wall Motors [7] Group 2: Pharmaceutical Industry - Baipusais (301080.SZ) has implemented a stock incentive plan to strengthen team building, granting 1.46 million restricted stocks to key personnel, which is 1.22% of the company's total equity [9][10] - The company has revised its profit forecasts for 2025-2027, expecting net profits of 169 million, 222 million, and 272 million yuan respectively, reflecting confidence in future growth [9][10][11] - The incentive plan includes performance targets for revenue and gross profit, with a goal of 1.09 billion yuan in revenue for 2025 and a minimum growth rate of 15% for subsequent years [10][11] Group 3: Xiaomi Group - Xiaomi's Q2 2025 performance is expected to improve, driven by strong growth in core business profits and a reduction in losses from new ventures, with profit forecasts adjusted upwards [13][14] - The company reported a non-GAAP net profit of 10.7 billion yuan in Q1 2025, a 64.5% increase year-on-year, primarily due to better-than-expected margins in IoT and automotive sectors [14][15] - Xiaomi's smartphone strategy focuses on high-quality products, with expectations for further increases in average selling price (ASP) and continued strong growth in IoT revenue [15][16]

龙虎榜机构热股 今天机构龙虎榜上榜25只个股，净买入14只，净卖出11只。当日机构买入最多的个股前三位是：四创电 子（1.17亿）、久盛电气（6629万）、常山药业（4221万） | 上榜热股 | 实时涨跌幅 | | 买/卖家数 机构净买额 | | --- | --- | --- | --- | | 四创电子 | | | | | 600990.55 | +10.02% | 1/0 | +1.17 乙 | | 3日 | | | | | 久盛电气 | | | | | 301082.SZ | +19.99% | 1/1 | +6629.71万 | | 3日 | | | | | 常山药业 | | | | | 300255.SZ | +15.60% | 3/0 | +4221.48万 | | 3日 | | | | 四创电子 控股91%子公司华耀电子中标EAST受控热核聚变装置电源模块项目 龙虎榜知名游资 一、区块链 四方精创 个股龙虎榜 公司2023年推出FINNOSafe Web3.0平台，支持多种虚拟资产的发行、通证化、交易和支付，以及托管 等，能支持稳定币发行人及市场参与者相关业务的发展 雄帝科技 个股龙虎榜 公 ...

Market Overview - The market experienced a rebound with the ChiNext Index leading the gains, driven by strong performances in sectors such as autonomous vehicles and blockchain [1] - Over 4,400 stocks in the Shanghai and Shenzhen markets saw gains, with total trading volume reaching 1.21 trillion [1] Blockchain Sector - The blockchain sector surged, with stocks like Yuyin Co. and Xiongtai Technology hitting the daily limit [4] - A key catalyst for this surge was the Hong Kong Legislative Council's approval of the "Stablecoin Regulation Draft" on May 21, 2025, establishing a comprehensive regulatory framework for fiat-backed stablecoins [4] - Zhong An Bank, the first digital bank in Hong Kong to provide reserve banking services for stablecoin issuers, saw its stock rise over 70% in the last five trading days [4] Autonomous Logistics Vehicles - The autonomous logistics vehicle sector continued its upward trend, with companies like Tongda Electric and Cloud Inner Power achieving consecutive daily limits [6] - SF Express reported having over 800 customized autonomous vehicles in operation, with projections for significant growth in 2025 [6][8] - The global market for autonomous vehicles is expected to see exponential growth, with Tesla's Optimus targeting a production cost below $20,000 [8] EDA Design Software - EDA design software stocks experienced significant gains, with companies like Shentong Metro and Galun Electronics hitting daily limits [9] - The U.S. government's restrictions on semiconductor design software sales to Chinese companies have increased the difficulty for China to develop advanced chips, impacting the EDA market [9][10] - The Chinese EDA market is projected to grow from approximately 13.1 billion yuan in 2023 to 22.2 billion yuan by 2026, outpacing global growth rates [10][11] Other Active Sectors - The innovative drug sector saw renewed activity, with companies like Shutaishen hitting daily limits [11] - The nuclear fusion sector also showed strong performance, with companies like Jiusheng Electric and Huaneng Group experiencing notable gains [11] - The overall market sentiment remains positive, with various sectors including pharmaceuticals and autonomous driving showing robust activity [11]

Group 1 - Tongda Electric has experienced a significant rise, achieving 7 consecutive trading days with price increases, alongside other companies like Yunnei Power, Jinglv Environment, Qidi Environment, and Debang Shares reaching their daily limit [1] - Recently, Jiushi Intelligent, a company focused on L4 level autonomous delivery product development and application, announced the completion of a $100 million B3 round financing [1] - New Shiqi, a manufacturer of L4 level unmanned commercial vehicles, has also completed a C+ round financing of 1 billion RMB [1] Group 2 - Institutions predict that 2025 will be a breakout year for unmanned logistics, estimating a market space of approximately 468 billion RMB for unmanned delivery vehicles based on the number of national express logistics outlets [1]