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 ...

（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。 ...

5月的济南，阳光明媚，微风轻拂。隶属于该市的平阴县，被誉为中国玫瑰之乡，因此别称"玫 城"。这个花香弥漫的地方，矿产资源也很丰富，已发现主要矿种12种，其中就包括石灰岩。 此次，《中国汽车报》记者怀揣好奇与期待，借助"平阴山水水泥有限公司石灰岩矿无人驾驶成果发布 会暨无人驾驶矿卡应用观摩会"的召开，得以实地见证"5G＋新能源无人驾驶零碳矿山"的新图景。 当亲眼看到无人驾驶矿车在矿区内有序穿梭，各项监控数据在智能云控中心大屏上实时更新，记者仿佛 置身于一场关于矿山未来的科幻画卷之中。 科技与矿业的和谐"交响" 踏入矿区，首先映入眼帘的是一片绿意盎然的景象。很难想象，这个总面积1.52平方公里、年产600万 吨水泥用石灰岩的矿区，竟能将工业生产与生态保护结合得如此巧妙。 据矿区相关人员介绍，这里的开采深度从334米至180米标高，核实总储量达2亿吨。而如今，它正以全 新的"无人驾驶矿山"身份，重新定义矿山的发展模式。 沿着矿区道路前行，远处一辆辆无人驾驶矿卡吸引着记者的目光。它们在无人驾驶系统的精准操控下自 主运行，准确无误地完成装载、运输、卸载等一系列作业流程。这些矿卡不仅外观科技感十足，更内置 高精度定位系统 ...

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：和讯投顾刘哲：市场缩量下跌，近期热点明确） 首先来看上证指数，今天市场呈现缩量下跌态势。上周五市场下跌之后，至今仍未出现明确的止跌信 号，十字星也未能给出清晰的方向指引。如果指数继续下行，前期有一个跳空缺口在3320点附近，或许 这个位置会在明天对指数形成一定的支撑作用。不过，我们还是要等到明天上午再进一步观察市场表 现。 接下来谈谈板块方面的情况。今天市场的热点其实相对明确，主要有以下几个方向： 第一个是核聚变和核电板块。令人意外的是，美国最近也签署了行政命令，推动核能产业改革。这一政 策的出台，与我们国内的相关政策形成了叠加效应，加速了核聚变概念股的上涨。可以说，美国的政策 在一定程度上为这一板块的加速上涨提供了助力。 第二个是化工品涨价板块。其实从3月份开始，欧洲地区很多化工厂陆续关停，化工行情一直较为火 热，且目前这一趋势仍在延续。不过，部分化工品已经开始进一步涨价，因此投资者需要在细分赛道中 寻找机会。 第三个是无人驾驶赛道，这里重点是无人驾驶物流车。我们最早看到的是以青岛港为代表的港口物流车 应用无人驾驶技术，后来逐渐扩展到集卡运输以及矿产挖矿工地的矿车。今年有一个非常好的发展方 向，那 ...