| 连板数 | 晋级率 | | 2025-5-28 | | --- | --- | --- | --- | | 4 #5 | 1/3=33% | 尚纬股份(核电+实控人变更) | | | 3 #4 | 1/4=25% | 融发核电 (核电) | | | 2进3 | 6/13=46% | 长城电工(核电) | | | | | 通达电气(无人物流车) | | | | | 云内动力（无人物流车） | | | 1进2 | 9/41=22% | 明牌珠宝(黄金珠宝+IP经济) | | | | | 尤夫股份(化工+深海科技) | | | | | 华森制药(医药+食品饮料) | | | | | 劲旅环境（无人环卫车） | | | | | 锦泓集团(纺织+IP经济) | | | 其他涨停 | | 永安药业11天7板(化工) | | | | | 雪人股份4天3板(核电) | | | | | 乐惠国际3天2板(食品饮料) | | 今日共57股涨停，连板股总数17只，其中三连板及以上个股8只，上一交易日共21只连板股，连板股晋级率38.09%（不含ST股、退市股）。个股方面，全市 场超3400只个股下跌，高位抱团股出现分歧，虽然永 ...

A股三大指数今日集体调整，截至收盘，沪指跌0.02%，深成指跌0.26%，创业板指跌0.31%，北证50指数跌1.39%。全市场成交额10339亿元，较 上日放量98亿元。全市场近3500只个股飘绿。 板块题材上，可控核聚变、大消费、无人驾驶板块领涨；宠物经济、互联网电商板块跌幅居前。 盘面上，可控核聚变概念持续活跃，融发核电4连板，利柏特、合锻智能、雪人股份涨停 值得注意的是，高位股午后调整，利君股份、宜宾纸业跌停。 01 可控核聚变概念掀起涨停潮 核电，可控核聚变概念延续强势，概念股纷纷涨停；融发核电4连板，雪人股份，利柏特，长城电工，汇金通等全部涨停 | 会稽山 | | | | | | --- | --- | --- | --- | --- | | 601579 已收盘 05-28 15:00:00 北京 | | | | | | 4.53万人加自选 > 25.81 +2.35 +10.02% CN 融 通 L | | | | | | 高 25.81 总市值 123.75亿 | 开 25.81 量 57.57万手 | | | | | 低 24.68 市盈TTM 62.58 | 换 12.01% 额 14. ...

Market Overview - A-shares experienced a slight decline, with the Shanghai Composite Index down by 0.02%, the Shenzhen Component down by 0.26%, and the ChiNext Index down by 0.31% [2] - A total of 1,751 stocks rose, while 3,480 stocks fell, indicating a broader market weakness [3][4] Sector Performance - The concept stocks related to controllable nuclear fusion remained active, with stocks like Rongfa Nuclear Power and Libat gaining significantly [5] - Consumer sector stocks led the gains, with companies such as Huanlejia and Youa Group hitting the daily limit [7] - The unmanned logistics vehicle sector also saw continued activity, with stocks like Tongda Electric and Yunnai Power reaching their daily limit [9] International Student Visa Policy - The Trump administration has ordered a pause on student visa interviews globally, citing national security concerns and potential threats from foreign students [13] - This decision could have significant economic and cultural impacts on U.S. higher education institutions that rely on international students, who make up approximately 5.9% of the total enrollment [14] - The new policy includes stricter scrutiny of applicants' social media accounts, which may further complicate the visa application process for foreign students [13][15]

新华财经北京5月28日电（王媛媛）周三A股三大指数震荡整理，最终沪指微幅收跌。截至收盘，沪指 报3339.93点，跌0.02%，成交3893亿元；深证成指报10003.27点，跌0.26%，成交6911亿元；创业板指 报1985.38点，跌0.26%，成交2722亿元。 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。 盘面热点 盘面上，新消费股逆势大涨，饮料、IP经济等方向领涨，会稽山等多股涨停。无人环卫车概念股集体走 强，劲旅环境等涨停。核电股一度冲高，融发核电等涨停。下跌方面，医药股展开调整，海辰药业跌超 10%。 个股方面，全市场超3400只个股下跌，上涨个股1751只，逾70只股票涨停。 机构观点 巨丰投顾：周三市场震荡运行，可控核聚变板块涨幅居前。近期市场风格切换较为频繁，尽管外部环境 存在一定不确定性，但国内政策持续释放积极信号，包括 "国家队" 加码认购 ETF、公募机构自购新基 等动作，均体现出对市场中长期价值的认可。震荡格局下结构性机会依然值得期待。具体投资方向上， 建议关注维持高景气度的半导体、消费电子、人工智能、机器人等领 ...

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 ...

智通财经APP获悉，方正证券发布研报称，随着超导线缆、可控核聚变等持续发展应用，预计高温超导 材料的市场份额将会逐步扩大。相比一代高温超导，ReBCO带材有望大幅降低生产成本，有着广阔的 商业前景，在16T@4.2K以上超导磁体系统研制中发展潜力巨大。可控核聚变或为人类能源终极解决方 案，未来商业化发展前景广阔，近年来国内外可控核聚变项目持续推进，商业化进程有望加速，建议关 注可控核聚变-托卡马克装置相关配套供应商。 1)链主企业：国光电气(混合堆总承/分系统、涉氚各类设备零部件);合锻智能(聚变堆分系统;真空室扇 区、窗口延长段、重力支撑);联创光电(混合堆总承/分系统、超导磁体、核聚变设备)。 2)超导磁体：永鼎股份(高温超导带材)，东方钽业(超导铌材、铍材料)，西部超导(低温超导线材)，精达 股份(高温超导带材)。 3)电源类：英杰电气(电源总成)，旭光电子(真空开关、氮化铝核心材料)，王子新材(薄膜电容)，许继电 气(电源电气总承)，上海电气(杜瓦、真空室、TF线圈等)，弘讯科技(聚变电源器)，久盛电气(特种电 缆)，爱科赛博(电源总成)，国力股份(真空开关)。 4)结构件/功能件：安泰科技(钨铜偏滤 ...

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]

Market Overview - The Shanghai and Shenzhen stock indices opened slightly higher on May 28, with a mixed performance throughout the morning session, leading to a slight overall increase by midday [1] - The Shanghai Composite Index closed at 3342.93 points, up 0.07%, with a trading volume of approximately 250.3 billion yuan; the Shenzhen Component Index closed at 10025.31 points, down 0.04%, with a trading volume of about 402 billion yuan [1] Sector Performance - The controllable nuclear fusion sector showed a strong recovery after a slight adjustment in the previous trading day, leading the market [1] - The agricultural chemicals sector opened high but fell back, while the unmanned driving sector also experienced a pullback [1] - Significant gains were observed in the medical waste treatment, warehousing logistics, combustible ice, coal, and food and beverage sectors [1] - The pet economy, seed industry, and CRO concepts saw the largest declines [1] Investment Outlook - CITIC Securities forecasts a bull market for Chinese equity assets over the next year, with a significant shift in market style expected from mid-2025, moving from small-cap stocks to core assets [2] - Huatai Securities emphasizes the ongoing consumer recovery, suggesting three main stock selection themes focused on large-cap leaders, new consumption trends in food and beverage, and companies benefiting from cost reductions and efficiency improvements [2] Industry Insights - According to CITIC Jiantou, the total demand for molybdenum iron steel in May is projected at 11,300 tons, with a cumulative demand of 51,800 tons from January to April, reflecting an 8.1% increase year-on-year, indicating a robust upgrade in China's manufacturing sector [3] - The National Data Bureau is developing policies to foster a nationwide integrated data market, aiming to enhance the market's ecological development and accelerate data market construction [4] Travel and Transportation - During the Dragon Boat Festival holiday, the average daily inbound and outbound passenger flow at national ports is expected to reach 2.15 million, a 12.2% increase compared to the previous year [5] - The C919 aircraft has achieved over 2 million passengers in its two years of commercial operation, with 18 aircraft delivered and 24 routes opened [6]

5月28日，A股三大指数分化，沪指窄幅震荡微涨；截至午间收盘，沪指涨0.07%，深证成指跌0.04%， 创业板指涨0.02%。 华泰证券观点：当前，市场进入日历效应指引的缺失期，上行及下行风险的能见度都较低，"上有顶、 下有底"或仍将是市场短期的基准运行状态。 盘面上热点快速轮动，个股跌多涨少，全市场超3400只个下跌。从板块来看，核电股再度走强，长城电 工等涨停。无人环卫车概念股集体大涨，劲旅环境等多股涨停。饮料制造概念股维持强势，会稽山等涨 停。下跌方面，宠物经济概念股展开调整，天元宠物跌近10%。板块方面，可控核聚变、饮料制造、垃 圾分类、深海科技等板块涨幅居前，电商、宠物经济、CRO、影视等板块跌幅居前。 展望后市，东方证券指出，整体来看，短期市场以震荡调整为主，沪综指3300-3400点区间整理。 热门板块 1、无人物流车概念活跃 无人物流车概念反复活跃，带动无人环卫车方向爆发，云内动力、通达电气、劲旅环境、福龙马、德邦 股份涨停，大地电气、玉禾田、科捷智能、通行宝涨超10%。 点评：消息面上，今年以来，多家聚焦物流场景的自动驾驶企业完成融资，如白犀牛获顺丰联合投资2 亿元，计划在50城部署2000 ...

Group 1: Stock Performance - Several stocks related to autonomous driving and nuclear power have shown significant price increases, with notable performances including: - Jinglv Environment with a 9.99% increase over two days [3] - Qiaoyin Co. with a 9.98% increase on its first board [3] - Qi Di Environment with a 10.11% increase on its first board [3] - Longcheng Electric with a 10.01% increase over three days [6] - Ruanfa Nuclear Power with a 9.99% increase over four days [6] Group 2: Industry Trends - The nuclear fusion industry is gaining traction, with a report from FIA indicating that 26 out of 37 surveyed companies believe the first nuclear fusion unit will be connected to the grid by 2035 [5] - The logistics sector is seeing increased investment in autonomous vehicles, with companies like Baixiniu securing 200 million yuan for deploying 2,000 unmanned vehicles across 50 cities [7] Group 3: Market Insights - The consumer market is showing signs of recovery, with the National Bureau of Statistics reporting a 4.7% year-on-year increase in total retail sales from January to April 2025, and a 5.1% increase in April alone [15] - The deep-sea technology sector is highlighted as having significant untapped potential, with 95% of global deep-sea areas yet to be developed [13]