市场全天窄幅震荡，三大指数小幅下跌 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3339.93 | -0.02% | -0.76 | | | 深证成指 | 10003.27 | -0.26% | -25.85 | | | 沪深 300 | 3836.24 | -0.08% | -3.16 | | | 创业板 | 1985.38 | -0.31% | -6.26 | | | 科创 50 | 970.64 | -0.23% | -2.28 | | | 北证 50 | 1378.23 | -1.39% | -19.41 | | 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万行业表现前五 | | | 申万行业表现后五 | 概 | 念板块表现前五 | 概念板块表现后五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 纺织服饰 | 1.17% | 基础化工 | -0.79% | 医疗废物处理 | 2.66% | 环氧 ...

Market Overview - US stock indices closed lower, with the Dow down 0.58%, Nasdaq down 0.51%, and S&P down 0.56% [1] - The VIX index increased by 1.85% to 19.31, indicating rising market volatility [1] - The US dollar index rose by 0.29% to 99.9, while the yield on the 10-year Treasury bond increased by 0.719% to 4.48% [1] - Spot gold decreased by 0.36% to $3288.44 per ounce, and Brent crude oil rose by 0.88% to $64.31 [1] Industry & Stocks - All sectors of the S&P 500, except for real estate, closed lower, with utilities, materials, and energy down 1.4%, 1.36%, and 1.27% respectively [4] - Chinese concept stocks mostly declined, with KWEB down 0.92%, Alibaba down 2.33%, and Pinduoduo down 4.95% [4] - Major tech stocks also saw declines, with Microsoft down 0.72%, Nvidia down 0.51%, and Tesla down 1.65% [4] Company Highlights - Nvidia reported Q1 revenue of $44.1 billion, a 69% year-over-year increase, exceeding market expectations [6][7] - Nvidia's data center revenue was $39.1 billion, slightly below the expected $39.3 billion [6][7] - Tesla plans to launch its Robotaxi service in Austin, Texas on June 12, marking a significant milestone in its autonomous vehicle strategy [8] - UBS reported that BYD and Xiaomi have surpassed Tesla as the preferred brands among Chinese consumers [8] - GameStop announced the purchase of 4,710 BTC, costing over $500 million at recent prices [5][16] Tariff Developments - BMW, Mercedes, and Volkswagen are negotiating with the US Commerce Department regarding tariffs, aiming for an agreement by early July [10] - The EU trade chief will discuss tariff policies with US officials, focusing on cooperation in sectors like aviation and semiconductors [10] - Japan plans to allocate approximately 3.88 billion yen to subsidize energy bills for households and businesses in response to US tariffs [12] - Japan has proposed purchasing billions of dollars in US semiconductor products as part of ongoing tariff negotiations [13] Military and Geopolitical Updates - NATO plans to increase the number of brigade-level forces, with Germany being asked to contribute an additional 40,000 troops [14][15] - Germany announced an additional military aid package of approximately 5 billion euros to Ukraine [15]

Group 1 - The market is shifting focus from "water" concepts to "vehicle" concepts, with significant gains in the autonomous vehicle sector, particularly in unmanned logistics and sanitation vehicles [1][2] - Companies like Yuhua Tian and Bosch Tech saw stock increases of over 19% and 20% respectively, with several other stocks hitting their daily limit [1][2] - The application of unmanned logistics vehicles is expanding from closed environments to open urban distribution scenarios, with the market expected to exceed 100 billion yuan [1][4] Group 2 - The automotive supply chain is experiencing a surge, with autonomous vehicle stocks leading the gains, including Robovan, Robotaxi, and Robosweeper concepts [2] - The Ministry of Commerce's recent plan aims to foster leading enterprises in the digital supply chain and promote the use of smart logistics technologies, including unmanned delivery vehicles [3][4] - The potential market for unmanned logistics vehicles is projected to grow significantly, with estimates suggesting that by 2025, leading companies could deliver tens of thousands of units, and a penetration rate of over 17% in the last-mile delivery market could lead to a market size exceeding 100 billion yuan [4][5] Group 3 - Recent developments in the autonomous driving industry include strategic partnerships and expansions by companies like Pony.ai and Baidu, indicating a growing presence in global markets [4] - Tesla plans to launch its Robotaxi service in Austin, Texas, by the end of June, with projections indicating a significant market size for Robotaxi services by 2030 [5][6] - The market for autonomous trucks is expected to enter a phase of full automation testing by 2025, with the combined market for autonomous truck systems and services projected to exceed 400 billion yuan by 2030 [6]

福龙马 20250528 摘要 福龙马 2024 年营收 50.4 亿元，归母净利润 1.45 亿元。环境服务板块 收入 38.24 亿元，智能装备板块受财政影响收入 10.78 亿元。累计在手 合同总金额 347.3 亿元，待履行合同金额 195.86 亿元，为未来业绩提 供支撑。 公司自 2018 年起研发无人环卫车，经历技术迭代，目前主推 L4 级别 SD15 和 L2 级别 SD22。2024 年无人环卫车销量 54 台，新能源环卫 装备总收入 3.6 亿元，行业排名第三，表明其在新能源环卫装备市场占 据一定地位。 无人环卫车售价区间为 30 万至 60 万元，高于传统环卫车，但随着零部 件价格下降和成本摊销，售价有望降低。毛利率平均在 20%-23%以上， 高于传统环卫车，但整体板块尚未盈利，需关注盈利拐点。 实际应用中，一台无人环卫车替代约 3 个人工，低于理想测算的 6 人， 受工况条件和算法迭代影响。2024 年对外销售约 20-30 台，主要客户 为政府部门和园区，推广区域集中在财政较好的地区，市场接受度有待 提升。 Q&A 福龙马公司在无人环卫车和清洁机器人领域的布局及发展历程是什么？ 福 ...

Group 1: Economic and Industry Updates - China announced a unilateral visa exemption policy for Saudi Arabia, Oman, Kuwait, and Bahrain, effective from June 9, 2025, to June 8, 2026, allowing ordinary passport holders to enter China for up to 30 days without a visa [1] - The Ministry of Finance reported that from January to April 2025, the total operating revenue of state-owned and state-controlled enterprises was 262,755.0 billion yuan, remaining flat year-on-year, while total profit decreased by 1.7% to 13,491.4 billion yuan [2] - A meeting on semiconductor cooperation between China and the EU emphasized the importance of collaboration in the global semiconductor supply chain, with a commitment to oppose unilateralism and ensure supply chain stability [2] - The National Healthcare Security Administration announced a verification of retail pharmacy pharmacists to ensure compliance with labor contracts and prohibit "hanging certificates" or part-time practices [2] Group 2: Company News - Zhongqi Co. has project approval for chlorantraniliprole but has not yet commenced production [4] - Tongda Electric's stock may be subject to market sentiment risks and irrational speculation [4] - ST Longjin's stock will enter the delisting arrangement period starting June 6 [4] - Yaxing Chemical's subsidiary plans to introduce strategic investors [4] - China Gold's controlling shareholder intends to increase its stake in the company by 168 million to 335 million yuan [4] - ST Huaxi signed a significant contract worth 290 million USD for daily operations [4] - Shantui Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange [5] - Hehe Information is also planning to issue H-shares for listing on the Hong Kong Stock Exchange [5] - Debon Logistics stated that the current trends in autonomous logistics vehicles will not impact its performance [5] - ST Jiyuan's stock will be delisted on May 29 [5] - ST United plans to acquire 100% of Runtian Industrial and will resume trading on May 29 [5] - Taiji Industry intends to repurchase shares worth 100 million to 120 million yuan [5] - China Energy Construction's subsidiary won a coal and power project contract worth approximately 145.86 billion yuan [5]

福建省人民政府办公厅印发《福建省提振消费专项行动实施方案》，其中提出，发展新型消费。实施促 进健康消费专项行动，支持健康体检、中医康养等新业态发展，规范有序发展医疗美容消费。加大品质 电商培育力度，举办2025年中国电商主播大赛，推广"直播＋产业带"模式。鼓励通过跨境电商进口优质 商品，2025年，举办中国跨境电商交易会和中国(厦门)国际跨境电商展览会。支持福州、泉州、三明等 申请民用无人驾驶航空试验区，推动发展低空旅游观光、空中摄影、无人机表演、海岛旅游等业态。 ...

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 25 stocks were listed, with 14 seeing net purchases and 11 experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were Qingdao Jinwang (69.56 million), Youfu Co., Ltd. (57.45 million), and Chuangyuan Co., Ltd. (29.51 million) [1] - Youfu Co., Ltd. is in the early construction phase of a high molecular weight polyethylene fiber project with a designed capacity of 1,600 tons per year, which is a potential material for humanoid robot dexterous hands [1] Group 2: Nuclear Fusion Industry Developments - Snowman Co., Ltd. has provided helium screw compressors to several research institutes, including the Chinese Academy of Sciences, for applications in major scientific projects like nuclear fusion [2] - The collaboration between Hezhong Intelligent and China Nuclear Industry 23 Construction Co., Ltd. involves the development of vacuum chamber components for nuclear fusion [2] - A report from the Fusion Industry Association indicates that 26 out of 37 surveyed commercial nuclear fusion companies believe the first fusion power plant will be operational by 2035 [2] Group 3: Market Potential in Nuclear Fusion - The number of fusion devices has exceeded 100, and with participation in the international ITER project, China is forming a preliminary fusion equipment industry chain [3] - The market for tokamak nuclear fusion is expected to reach 681 billion yuan from 2025 to 2030, potentially increasing to 3 trillion yuan from 2030 to 2035 as commercial reactors become viable [3] - The expanding market space presents rapid development opportunities for the nuclear fusion supply chain, including superconducting materials and other components [3] Group 4: Autonomous Driving Sector - Jinjun Environment has established a joint laboratory for electric sanitation intelligent equipment with the Beijing University of Aeronautics and Astronautics, focusing on research in sanitation automation and unmanned driving [4] - Boschke's project on new energy sanitation vehicle chassis technology has been included in the 2024 Anhui Province Science and Technology Innovation Plan [4] - The launch of the unmanned logistics vehicle series by Jiu Shi Intelligent marks a significant step in the autonomous logistics sector [4] Group 5: Growth Potential in Autonomous Logistics - The low-speed unmanned logistics vehicle market is expected to experience explosive growth, with head logistics technology companies projected to see order volumes increase significantly by 2025 [5] - The loosening of road rights policies is accelerating the commercialization of unmanned vehicles, with a potential market size exceeding 100 billion yuan if penetration rates in last-mile delivery exceed 17% [5] - The total sales of replaceable commercial vehicles amount to 2.85 million, with a potential stock of 12 million vehicles that could be replaced by unmanned logistics solutions [5]

作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 近期来，A股市场情绪明显回落，持续横盘波动行情反映进入洗牌时间。 尽管全天成交1.03万亿元，较前一交易日增量98亿元，全市场近3500股上涨，但三大指数依旧翻绿收市，均录得5连跌。 盘面上，黄金珠宝、光模块、食品饮料、核电、无人驾驶、能源等热门概念涨幅靠前，但今日大涨的电池、机器人、创新药等板块出现明显分 化并拖累行情走弱。 不过，其中依然有不乏让人眼前一亮的题材，成为了市场中拉动人气的新主力。 01 热门赛道大爆发！ 具体来看，今天黄金珠宝概念涨幅整体靠前，菜百股份午后涨停，周大生此前封板，老凤祥涨超9%，明牌珠宝、萃华珠宝、潮宏基等涨幅居 前。 近期，全球地缘政治局势的不确定性再次引发市场避险情绪。例如，特朗普在社交媒体上再次喊话将欧盟商品征收50%关税的计划，尽管该计 划后来又被推迟至7月9日，但鉴于特朗普越来越飘忽不定的关税喊话，给市场带来了更多不确定性， 在这种背景下，黄金作为传统避险资 产，其吸引力上升，带动了黄金珠宝板块的整体走强。 尽管近日国际金价开始小幅回调，国内金饰价格出现显著回调，周生生、老庙、周六福等品 ...

智通财经5月28日电，德邦股份(603056.SH)公告称，公司股票连续三个交易日内日收盘价格涨幅偏离值 累计达20%，属于股票交易异常波动情形。公司关注到近期市场有关于"无人驾驶物流车"的热点概念， 公司目前暂未实际应用无人驾驶物流车，目前相关热点概念不会对公司业绩产生影响。 2连板德邦股份：公司目前暂未实际应用无人驾驶物流车 ...

每经记者｜肖芮冬 每经编辑｜赵云 5 月 28 日，市场全天窄幅震荡，三大指数小幅下跌。截至收盘，沪指跌 0.02% ，深成指跌 0.26% ，创业板指跌 0.31% 。 板块方面，饮料制造、可控核聚变、垃圾分类、深海科技等板块涨幅居前，电商、化学原料、 CRO 、造纸等板 块跌幅居前。 全市场超 3400 只个股下跌。沪深两市全天成交额 1.01 万亿元，较上个交易日放量 110 亿。 今天，大盘整体窄幅震荡，万得全A全天振幅仅0.57%； 国元证券研报指出，白酒方面，去库存、稳渠道、促消费是白酒行业主线，当前主要酒企渠道库存已降至合理 水平，随着政策的不断发力和消费场景的改善，白酒需求有望温和恢复，建议关注护城河宽阔，品牌、渠道力 领先，韧性强的高端酒企。 大众品方面，黄酒消费热度渐起；啤酒消费逐渐进入旺季；休闲零食、能量饮料等细分赛道景气度高；餐饮供 应链逐渐修复；乳业上游供给端原奶价格底部企稳，龙头乳企韧性较强。 不过值得注意的是，目前消费线内部也有分化。今天港股市场上，前期热门的泡泡玛特盘中一度跌超7%，蜜 雪集团盘中也跌超6%。 个股虽然跌多涨少，但本周几个热门题材都有一定持续性，加上今天异动的新 ...