（原标题：午后，突然直线拉升20%涨停！） 食品饮料板块午后局部拉升。个股方面，比亚迪午后下跌，港股比亚迪股份一度跌超3%。 午后，A股维持小幅震荡，截至发稿，沪指微幅上涨。 食品饮料板块拉升 新消费股午后持续走强，美容护理、饮料等板块领涨，水羊股份午后直线拉升至20%涨停，欢乐家、新乳业、均瑶健康、周大生此前涨停，李子 园、东鹏饮料、永安药业、青松股份、明牌珠宝等多股涨超5%。 午后，港股比亚迪股份跌幅一度扩大至超3%，截至发稿，跌幅有所收窄，成交额超28亿港元。A股比亚迪跌幅扩大至2%，成交额超46亿元。 无人驾驶环卫车概念走强 5月28日，A股无人驾驶环卫车概念继续走强，概念股受到市场关注。据人民财讯梳理，多家公司有业务涉及该领域。 启迪环境：目前无人驾驶环卫车实现了在重点项目的示范运营。 福龙马：公司推出的全球首款基于滑板底盘的无人智能清扫机器人，具备全流程无人作业能力，已在全国15省超30城落地应用，通过示范案例有 效带动产品推广。 盈峰环境：公司的机器人设备种类丰富，主要包括以下几种：无人驾驶自卸式洁扫机器人、无人驾驶环卫车、智能小型环卫机器人、光伏清洁机 器人，公司系列产品现已在深圳、长沙、苏州 ...

Market Overview - A-shares maintained a narrow fluctuation, while Hong Kong stocks experienced a slight decline, with major indices showing mixed results [1] - The Shanghai Composite Index rose by 0.07% to 3342.93 points, while the Shenzhen Component fell by 0.04% to 10025.31 points, and the ChiNext Index increased by 0.02% to 1992.13 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 667.9 billion yuan [1] Sector Performance - The pharmaceutical, real estate, and brokerage sectors saw declines, with nearly 3500 stocks in the market showing losses [1] - The pet economy concept experienced a pullback, with Tianyuan Pet and Meinong Biological dropping nearly 10% [1] - The unmanned logistics vehicle concept was active, with Debang Logistics hitting the limit up for two consecutive days and Feilida rising over 8% [1][3] - The nuclear power concept surged again, with Rongfa Nuclear Power achieving a limit up for four consecutive days, and Changcheng Electric and Huijin Tong also recording three consecutive limit ups [1][10] Unmanned Vehicle Sector - The low-speed unmanned logistics vehicle market is expanding from closed scenarios to open urban distribution, with a potential replacement market of 2.85 million commercial vehicles and over 10 million existing commercial vehicles [5] - The market for unmanned logistics vehicles is expected to accelerate growth, with projected deliveries reaching tens of thousands by 2025, and a potential market size exceeding 100 billion yuan if penetration in the last-mile delivery market exceeds 17% [5] New Consumption Sector - The "new consumption" stocks continued to perform strongly, with Kuaijishan hitting the limit up and reaching a historical high, having increased approximately 75% over the past eight trading days [7] - Other stocks in the new consumption sector, such as Huanlejia and Junyao Health, also saw significant gains, with Huanlejia hitting a 20% limit up [8] Nuclear Power Sector - The nuclear power sector saw renewed interest, with Tianli Composite rising over 18% and Jiusong Electric increasing over 13% [10] - Rongfa Nuclear Power has achieved four consecutive limit ups, while Changcheng Electric and Huijin Tong have recorded three consecutive limit ups [10][12] - Analysts predict that the demand for natural uranium will increase due to the expansion of nuclear energy in the U.S., leading to a tightening supply-demand balance and a potential long-term price increase for natural uranium [12]

28日早盘，A股维持窄幅震荡走势；港股冲高回落，两大股指小幅下挫。 具体来看，三大股指盘中震荡回落，随后发力拉升。截至午间收盘，沪指微涨0.07%报3342.93点，深证成指跌0.04%报 10025.31点，创业板指涨0.02%报1992.13点，沪深北三市合计成交6679亿元。 场内近3500股飘绿，医药、地产、券商等板块走低；宠物经济概念回落，天元宠物、美农生物跌近10%。无人物流车概念活 跃，德邦股份连续两日涨停，飞力达涨超8%；无人环卫车概念亦拉升，玉禾田一度涨停，启迪环境、侨银股份等均涨停；核 电概念再度爆发，融发核电连续4日涨停，长城电工、汇金通斩获3连板；值得注意的是，"新消费"概念延续强势，会稽山连续 3日涨停续创新高，欢乐家20%涨停，均瑶健康收获3连板。 无人驾驶概念爆发 无人物流车、环卫车等无人驾驶概念盘中强势拉升，截至午间收盘，玉禾田涨超19%，盘中一度涨停；博世科涨近12%，盘中 一度涨停，云内动力、通达电气斩获3连板，启迪环境、德邦股份等亦涨停。 | 代码 | 名称 | | · 涨幅% | 现价 | 涨跌 | 采价 | 卖价 | 总量 | | --- | --- | --- | ...

Market Overview - As of May 28, the A-share market showed slight fluctuations, with the Shanghai Composite Index up by 0.07% to 3342.93 points, while the Shenzhen Component Index decreased by 0.04% [1][2] - The total trading volume for the A-share market reached 667.857 billion yuan [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation of 215.5 billion yuan at a fixed rate of 1.40%, with a net injection of 58.5 billion yuan for the day [2] Government Bonds - In April, the national issuance of new local government bonds totaled 693.3 billion yuan, comprising 140.7 billion yuan in general bonds and 552.6 billion yuan in special bonds [3] Semiconductor Industry - A meeting was held in Beijing to discuss deepening China-EU semiconductor trade cooperation, emphasizing China's commitment to providing a fair and stable policy environment for enterprises [3] Sector Performance - The controllable nuclear fusion sector showed strong performance with an average increase of 2.49%, while the ocean economy sector also performed well with a 2.32% increase [4] - Conversely, sectors such as immunotherapy and pet economy experienced declines of -1.68% and -1.61%, respectively [4] Company Insights - Zhongke Haixun is a core supplier in the underwater acoustics field, expected to grow rapidly due to the government's focus on "deep-sea technology" as a new emerging industry [8] - Hailanxin's underwater data center business benefits from national support for the marine economy and digital economy, with promising market prospects due to its energy-efficient and low-cost advantages [8] - Tianhai Defense leads in the green ship sector, with ongoing investments in LNG, methanol, ammonia, and electric vessels, likely benefiting from structural demand for green ship types [8] - Diweier is expected to see continuous growth in performance due to scale effects and the advancement of high-end product domestic substitution [9]

Group 1: Market Performance - The environmental protection sector has shown localized strength, with several stocks hitting the daily limit up, including Jinjing Environment, Qiaoyin Co., and Boschke [1][2] - Notable stock performances include Qiaoyin Co. at 13.45 with a +9.98% increase, and Yuhua Tian at 21.31 with a +14.57% increase [2] Group 2: Industry Trends - The application of autonomous driving technology in sanitation services is rapidly advancing, driven by rising labor costs and recruitment challenges due to an aging population [3][4] - The integration of AI in waste incineration systems is being highlighted, with the first AI+ waste incineration power generation system launched in China [3] - The collaboration between waste incineration power generation and data centers is becoming a key solution for green transformation in eastern regions, achieving over 70% green electricity supply [5] Group 3: Future Projections - By 2024, the projected sales of new energy sanitation equipment in 19 first-tier and new first-tier cities is expected to reach 5,599 units, with a penetration rate of 24.4% [4] - The direct supply of electricity from waste incineration projects significantly reduces energy loss compared to conventional power grids, enhancing energy efficiency and cost control [5]

A股无人驾驶板块盘初活跃，云内动力、通达电气等涨停，北方股份、福龙马、锦江在线等跟涨。 ...

Core Viewpoint - The company is actively expanding its business in HVLS fans, artificial intelligence, and smart governance, while facing challenges in revenue and profitability in the recent quarter [2][8]. Group 1: HVLS Fan Business - The HVLS fan business is the company's main revenue source, achieving a revenue of 244 million yuan in 2024 with a gross margin of 36.95% [2]. - The company holds a leading position in the domestic HVLS fan industry and aims to increase its overseas market share, which currently accounts for 23.31% of total revenue [2]. Group 2: Artificial Intelligence Initiatives - The company is leveraging its joint venture, Henan Yuzhi Kaile Intelligent Technology Co., Ltd., to advance AI applications in smart office, smart travel, and smart healthcare [3]. - The AI solutions provided are designed to ensure data security and compliance while enhancing operational efficiency [3]. Group 3: Smart Driving Collaboration - A cooperation agreement was signed with the Henan Provincial Automotive Industry Investment Group to promote digital and intelligent upgrades in the automotive sector, focusing on autonomous driving technology [4]. - The collaboration aims to develop technologies related to unmanned vehicles and logistics [4]. Group 4: Smart Governance Developments - In April 2025, the company launched a large model government integrated machine in collaboration with People's Daily Online, enhancing its offerings in smart governance [5]. - The "Deep Language Future" smart governance machine is designed for local deployment and ensures data security and compliance with government regulations [6]. Group 5: AI Medical Solutions - The AI medical segment focuses on providing various solutions for different medical applications, including smart hospital renovations and AI-assisted research platforms [7]. - Collaborations with major hospitals and health institutions are underway to enhance clinical and research capabilities using AI technologies [8]. Group 6: Financial Performance - In Q1 2025, the company reported a main revenue of 37.91 million yuan, a year-on-year decrease of 20.13%, while the net profit attributable to shareholders was -5.17 million yuan, an increase of 44.54% year-on-year [8]. - The company’s debt ratio stands at 16.59%, with investment income of 1.17 million yuan and a gross margin of 41.76% [8].

（原标题：和讯投顾龚红玲：震荡市变局！三大生存法则曝光） 当前A股市场深陷拉高回落的循环，上证指数反复考验3300点关口。最近市场分歧加剧，缺乏主线，题 材轮动频繁，反映出公募基金主导的抱团牛时代已经终结。技术面上，3318点的缺口如果能够回补或触 发反弹，市场可能会有所企稳；但如果失守3300点，恐慌情绪可能会蔓延。在这种情况下，短期操作需 要严守纪律，控制仓位在0~3层，优先关注新能源、无人驾驶等政策催化的明确方向。 基金经理退市潮背后，像张坤、陈浩等顶流基金经理的离职，标志着"投而优则仕"模式的终结。这一现 象折射出两大现实：一是明星基金经理的神话破灭，例如张坤的代表作最大回撤超过40%；二是行业从 造神营销回归投研本源。对投资者来说，需要警惕重仓基金调仓引发的波动。但从长期来看，机构投资 去明星化将降低市场的非理性波动。 本轮救市与2015年有所不同，国家队通过增持ETF（如沪深300、科创50）来托底指数，背后是国家信 用背书的新思路。普通投资者应该顺势而为，抓大放小：选择宽基ETF（如510300）规避个股风险，享 受政策护航；逆向布局：在3300点附近分批建仓，避免情绪化追涨杀跌；紧盯风向：在成 ...

A股三大指数今日集体调整，截至收盘，沪指跌0.05%，深成指跌0.41%，创业板指跌0.80%，北证50指 数涨1.94%。全市场成交额10339亿元，较上日缩量1487亿元。全市场近3800只个股上涨。板块题材 上，可控核聚变、游戏、饮料制造板块领涨；创新药板块跌幅居前。盘面上，可控核聚变概念领涨，哈 焊华通（301137）、雪人股份（002639）、融发核电（002366）、百利电气（600468）涨停。IP经济概 念股涨幅居前，京华激光（603607）、远望谷（002161）、莱绅通灵（603900）、游族网络（002174） 涨停。饮料制造概念股反弹，均瑶健康（605388）、会稽山（601579）涨停。无人驾驶概念走强，锦江 在线（600650）、通达电气（603390）、龙洲股份（002682）涨停。创新药概念股领跌，海辰药业 （300584）、海南海药（000566）、三生国健跌幅居前。 暗盘资金一眼洞悉庄家意图>> ...

Core Insights - The 11th Chengdu International Auto Parts and Aftermarket Service Exhibition opened with a theme of "Integration, Sharing, Trends," covering an exhibition area of 52,000 square meters and attracting over 770 participating companies [1] - The event aims to create a significant automotive industry gathering in Southwest China, with over 20 activities planned, including the 2025 China New Energy Vehicle International Cooperation Conference [1] Company Highlights - Sichuan Shengtong Xuanwu Information Technology Co., Ltd., a subsidiary of Shengtong Technology, showcased its innovative products at the exhibition, highlighting the new business models and achievements in the new energy and intelligent connected vehicle supply chain [1][2] - The Mianyang exhibition area covered 108 square meters, featuring over 110 technology products across six categories, including new energy vehicles, autonomous driving, and engine components [1][2] - The unmanned retail vehicle presented by Shengtong Xuanwu attracted significant attention, providing an immersive shopping experience through its "autonomous driving + intelligent service" capabilities [2] Industry Development - Mianyang's automotive industry has seen rapid growth, with 101 automotive enterprises projected for 2024 and an industry output value of 30.131 billion yuan, reflecting an 18.33% year-on-year increase [2] - The city is building a comprehensive new energy vehicle industry chain, integrating complete vehicles, three electric systems, core components, and lightweight materials [2][3] - The exhibition serves as a platform to strengthen Mianyang's automotive industry, promoting high-end, intelligent, and green development [3] Financial Performance - For the six months ending June 30, 2024, Shengtong Technology reported revenues exceeding 370 million yuan, with a gross profit of over 160 million yuan and an adjusted net profit exceeding 40 million yuan, resulting in gross and adjusted net profit margins of 43.7% and 11.6%, respectively [3] - Following its successful IPO, Shengtong Technology's stock price rose from an issuance price of 152.1 HKD per share to over 222.0 HKD per share by August 21, indicating strong market interest and valuation growth [4] - The company anticipates that the elimination of certain financial liabilities related to redeemable equity will positively impact its net profit post-IPO, aligning it with adjusted net profit figures [4]