扬子晚报网5月27日讯（记者 范晓林）今天是周二，昨天汇得科技4连板，尚纬股份3连板，宜宾纸业、棕榈股份6天5板，莱绅通灵、京华激光5天4板，通 达电气4天。板。沪深两市全天成交额1.01万亿，较上个交易日缩量1456亿。盘面上，市场热点较为杂乱，个股涨多跌少，全市场超3700只个股上涨。板 块方面，可控核聚变、智能物流、PEEK材料、IP经济等板块涨幅居前。近期无人配送概念板块受到资金关注，可稍加留意。 A.利好精选 中毅达：如后续公司股票交易进一步出现重大异常 将依规申请停牌核查 中毅达(600610.SH)公告称，公司A股股票自2025年3月10日至5月26日期间，累计涨幅达299.26%，但公司基本面没有发生重大变化，公司2024年度处于亏 损状态，市净率远高于行业平均水平。公司股价严重脱离公司基本面，存在市场情绪过热情形及较高的炒作风险。此外，公司存在商誉减值风险和长期无 法分红的风险。如后续公司股票交易进一步出现重大异常，公司将依规申请停牌核查。 哈焊华通：公司产品可以用于可控核聚变项目 但目前用于该领域的产品收入占比较小 哈焊华通(301137.SZ)公告称，公司股票于2025年5月23日、26 ...

在自然界，钨的硬度仅次于钻石，密度则接近黄金，几乎"啃得动"所有东西，号称"工业牙齿"。近期， 钨价节节攀升，涨至历史高位，上海钢联数据显示，5月26日，黑钨精矿价格为16.55万元/标吨，相较4 月初（14万元/标吨）上涨18.2%。中间品价格也水涨船高，5月26日，仲钨酸铵（APT）价格为24.4万 元/吨，相较4月初上涨17%。 上海证券报记者采访了解到，近期钨原料价格上涨缘于供需基本面驱动。钨矿开采配额有所收紧，老矿 山含钨量缩水，新矿山接棒乏力。专家认为，在需求端，PCB（印制电路板）切削刀具等领域用钨量仍 有增长潜力。中长期来看，钨产业景气度或将持续向好。 一位钨企采购人士认为，除钨矿开采总量控制指标在收缩外，当前市场已完成去库存。此外，钨产业链 绿色转型持续推进，对钨矿开采的管控也更加严格。随着对钨环保、出口方面的管控增强，市场上开采 手续不完整的钨矿逐渐消失，钨矿供应少于往年。 多重因素造成钨原料供应紧张 业内人士认为，钨原料供应总体减少是钨价上升的主要原因：一方面，2025年首批钨矿开采配额下滑； 另一方面，现有老矿山品位下滑、增量资源有限。 我国是主要的钨生产国和消费国，数据显示，2024 ...

Core Viewpoint - The article provides a ranking of open-end funds based on their net asset value growth, highlighting the top and bottom performers in the market as of May 26, 2025 [2][4][6]. Fund Performance Summary - The top 10 funds with the highest net value growth include: 1. 华夏高端制造混合A with a net value of 1.1810, up from 1.1470, a change of 0.03 [2] 2. 华夏高端制造混合C with a net value of 1.1590, up from 1.1260, a change of 0.03 [2] 3. 华夏中证动漫游戏ETF with a net value of 1.1171, up from 1.0859, a change of 0.03 [2] 4. 国泰中证动漫游戏ETF with a net value of 1.1110, up from 1.0800, a change of 0.03 [2] 5. 游戏动漫 with a net value of 1.1584, up from 1.1270, a change of 0.03 [2] 6. 新华科技创新主题灵活配置混合 with a net value of 0.9141, up from 0.8894, a change of 0.02 [2] 7. 华夏中证动漫游戏ETF发起式联接A with a net value of 1.1964, up from 1.1648, a change of 0.03 [2] 8. 华夏中证动漫游戏ETF发起式联接C with a net value of 1.1832, up from 1.1520, a change of 0.03 [2] 9. 华夏中证动漫游戏ETF发起式联接D with a net value of 1.1834, up from 1.1522, a change of 0.03 [2] 10. 东方红益丰纯债债券E with a net value of 1.0538, up from 1.0261, a change of 0.02 [2] - The bottom 10 funds with the lowest net value growth include: 1. 华夏中证港股通汽车产业主题ETF with a net value of 1.2382, down from 1.3033, a change of -0.06 [4] 2. 广发中证港股通汽车ETF with a net value of 1.1929, down from 1.2555, a change of -0.06 [4] 3. 南方中证港股通汽车产业主题指数发起A with a net value of 1.1632, down from 1.2214, a change of -0.05 [4] 4. 南方中证港股通汽车产业主题指数发起C with a net value of 1.1639, down from 1.2221, a change of -0.05 [4] 5. 中欧恒生沪深港汽车主题指数发起C with a net value of 0.9696, down from 1.0080, a change of -0.03 [4] 6. 中欧恒生沪深港汽车主题指数发起A with a net value of 0.9700, down from 1.0084, a change of -0.03 [4] 7. 长城医药产业精选混合发起式C with a net value of 1.4731, down from 1.5268, a change of -0.05 [4] 8. 长城医药产业精选混合发起式A with a net value of 1.4776, down from 1.5314, a change of -0.05 [4] 9. 海富通中证港股通科技ETF with a net value of 0.6883, down from 0.7132, a change of -0.02 [4] 10. 景顺长城中证港股通科技ETF with a net value of 0.6879, down from 0.7126, a change of -0.02 [4] Market Analysis - The Shanghai Composite Index opened lower but rebounded slightly, while the ChiNext Index experienced a decline before recovering slightly, with a total trading volume of 1.03 trillion [6]. - Leading sectors included public transportation and the internet, both showing gains of over 2%, while the worst-performing sectors were car washing, pharmaceuticals, and liquor [6]. - The fund with the fastest net value growth was identified as 华夏高端制造混合A [6].

胜宏科技公告称，根据2025年5月26日询价申购情况，初步确定的询价转让价格为65.85元/股。参 与本次询价转让报价的机构投资者家数为24家，拟转让股份已获全额认购，初步确定受让方为22家 机构投资者，拟受让股份总数为2572.93万股。 2025.05. 26 5月26日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 胜宏科技：初步确定询价转让价格为65.85元/股 福田汽车：拟与亿纬锂能共同出资5亿元设立新能源科技公司 拓展新能源重卡业务 福田汽车公告称，为拓展新能源重卡业务，为客户提供多样化的电池租赁解决方案，公司拟与惠州亿 纬锂能股份有限公司共同出资设立北京福田亿纬新能源科技有限公司，注册资本5亿元，其中福田汽 车出资2.5亿元，持股比例50%，资金来源为公司自有资金。双方通过设立合资公司，共同开拓市 场，能够满足用户多样化电池租赁需求，有利于提升公司新能源重卡业务产品市场竞争力，促进新车 销售，提高公司新能源重卡利润率。 佳都科技：处置云从科技股份766.47万股 佳都科技公告，公司在2025年5月13日至26日期间，共处置云从科技集团股份有限 ...

先说个大事。 有位汽车业的大佬爆料，说 "汽车界的恒大已经存在了，只是还没爆雷"。 各路群众开始吃瓜模式，开始猜测含沙射影到底在说谁。很多人在那猜，说的是迪子，毕竟他俩互相锤 过。 负债方面，2020 年的时候，比亚迪的总负债还只有 1366 亿人民币，当时还有很多人质疑这个电池起家的 公司能否在汽车界立足， 四年过去了，比亚迪负债翻了 4.4 倍，尤其是 2023 年，债务增长直接飙升到 75%， 比亚迪的负债扩张速度极快。 能说比亚迪负债这么多，就有"恒大式"的风险了吗？ 那就比较外行了。 因为跟恒大不一样，比亚迪欠的，都是没有利息的钱。比亚迪只有5%的负债要付利息。 讲白了，负债大，单纯是比亚迪的规模太大了。 他手上的负债，都是正常的供应链的垫付款（占42%）、和卖车的合同负债（钱收了，还没交车），它的财务结构中 95%都是这种没有利息的负债。 供应链这块，虽然迪子为了追求压降成本，争议很大，但从财报上看，应付账款的周转日期是127天，比行业标准的 150天还短，至少说明资金还是比较健康的。 所以，真正需要付利息的，类似银行贷款这种负债，比亚迪一共才200多亿，而比亚迪手上光现金就将近1200亿。 而把 ...

3、第三轮第四批中央生态环境保护督察全面启动。8个中央生态环境保护督察组将分别对山西、内蒙 古、山东、陕西、宁夏5省（区）开展督察，统筹开展黄河流域督察和省域督察，同时对中国华能集团 有限公司、中国大唐集团有限公司、国家电力投资集团有限公司3家中央企业开展督察，进驻时间约1个 月。 4、对于京东百亿补贴对美团外卖业务造成的影响，美团CEO王兴回应称美团"将不惜代价赢得竞 争。"美团表示，当前行业竞争中，有些补贴是非理性的，伴随着低质量和低价格。 5、隆基绿能：李振国辞去总经理及法定代表人职务。中毅达：如后续公司股票交易进一步出现重大异 常，将依规申请停牌核查。4连板汇得科技：全资子公司"年产60万吨聚氨酯新材料项目"已获得项目建 设用地。2连板融发核电：不存在处于筹划阶段的重大事项。哈焊华通：公司产品可以用于可控核聚变 项目 但目前用于该领域的产品收入占比较小。12天8板苏州龙杰：公司TTM市盈率略高于行业中值水 平。 智通财经5月26日晚间新闻精选 1、中办、国办：国有企业要根据功能定位逐步调整优化股权结构；引导企业基于战略导向厘清主责主 业，防止盲目多元化扩张、无序扩张。 2、高盛首席中国股票策略师表示， ...

Market Overview - On May 26, Hong Kong's three major indices fell, with the Hang Seng Index down 1.35% to 23,282.33 points, the Hang Seng Tech Index down 1.7% to 5,157.65 points, and the Hang Seng China Enterprises Index down 1.7% to 8,437.64 points. The total market turnover was HKD 223.52 billion, with net selling by southbound funds amounting to HKD 1.507 billion [2][3]. Nuclear Power Sector - The nuclear power sector experienced significant gains, with China Nuclear International's stock surging by 129.78%, reaching a market capitalization of HKD 2.001 billion. Other nuclear-related stocks also saw increases, including CGN Mining up 8.43%, Shanghai Electric up 5.95%, and CGN Power up 3.92% [5]. - According to CITIC Securities, the total investment for domestic controllable nuclear fusion experimental reactors may exceed HKD 60 billion, indicating a strong demand for upstream component orders [5]. Automotive Sector - The automotive sector faced a downturn, with Geely Automobile leading the decline, falling 9.46% to HKD 18.38 per share. Over the past five trading days, it has dropped 4.47%, although it has increased by 31.66% over the past 30 days [5]. - Other notable declines included BYD down 8.60%, Leap Motor down 8.45%, and Xpeng Motors down over 4.44%. BYD has been implementing promotional activities, including limited-time price reductions and subsidies across various models [7]. Hong Kong IPO Market - Hong Kong's IPO fundraising has seen a significant increase, with over HKD 76 billion raised this year, more than seven times the amount from the same period last year, nearing 90% of last year's total IPO fundraising [8]. - The overall export value from Hong Kong increased by 14.7% year-on-year in April, with imports rising by 15.8%. The trade deficit for the first four months of the year was HKD 96.9 billion, equivalent to 5.7% of the import value [9].

Core Viewpoint - The article highlights the significant trading activity in stocks related to nuclear energy and digital economy sectors, with a focus on the top performers in terms of trading volume and market interest on May 26. Group 1: Nuclear Energy Sector - Rongfa Nuclear Power leads the trading volume with 650,900 shares and a total capital of 403 million yuan, benefiting from its involvement in key nuclear projects like the Huaneng Shidaowan High-Temperature Gas-Cooled Reactor demonstration project [2][3][5]. - Other notable stocks include Shangwei Co. and Hongbo Co., with trading volumes of 289,000 shares and 118,700 shares, respectively, and capital amounts of 216 million yuan and 203 million yuan [2][3][5]. - The sector is experiencing a boost due to recent U.S. administrative actions aimed at reforming nuclear energy regulations, which may accelerate the development of nuclear fusion technology [4]. Group 2: Digital Economy Sector - Stocks such as Zhongke Information and Hongbo Co. are gaining traction, with Zhongke Information focusing on smart governance and urban development, contributing to the digital transformation of traditional industries [7]. - The digital economy segment is also represented by companies like Xiangyou Technology, which supports the postal industry's digital needs, indicating a broader trend towards technological integration in various sectors [7]. Group 3: Trading Activity Insights - A total of 16 stocks had capital exceeding 100 million yuan in trading volume, indicating strong investor interest [3]. - The article notes that institutional investors are actively participating, with significant net purchases in stocks like Xinbang Intelligent and Xingchen Technology, reflecting confidence in these sectors [8].

Market Performance - A-shares experienced slight fluctuations with major indices mostly rising, while the Shanghai Composite Index fell by 0.05% to 3346.84 points [1] - Total trading volume in the A-share market was 10,339 billion, down from 11,826 billion on the previous Friday [1] - The automotive sector saw significant declines, with leading stocks like BYD dropping by 5.93% and other major players also experiencing losses [1] Sector Analysis - The controllable nuclear fusion concept stocks led the market, while sectors such as gaming, cultural media, jewelry, and communication services performed relatively well [1] - The automotive sector faced pressure due to recent price cuts, particularly from BYD, which raised concerns about profit margins across the industry [1] External Market Influences - U.S. stock indices fell slightly, with the Dow and S&P 500 down less than 1%, and the Nasdaq down 1% [2] - Concerns regarding Trump's tariff negotiations, particularly with the EU, have contributed to market volatility, although recent news indicated a potential extension of tariff deadlines [2] - The offshore RMB appreciated significantly by 0.45%, reaching its highest level since November, which historically supports A-shares by attracting foreign investment [2] Investor Sentiment - Current market conditions suggest a cautious outlook, with investors likely to maintain their positions and await further developments [3] - The slow recovery of the domestic economy and pressures in the real estate market are contributing to a lack of upward momentum in stock prices [3]

Market Overview - A-shares showed mixed performance on May 26, with the Shanghai Composite Index down 0.05% to 3346.84 points, the Shenzhen Component Index down 0.41% to 10091.16 points, and the ChiNext Index down 0.80% to 2005.26 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.01 trillion yuan, a decrease of 145.6 billion yuan compared to the previous trading day [1] Sector Performance - The gaming, power equipment, power grid equipment, cultural media, jewelry, and communication services sectors saw the largest gains, while the chemical pharmaceuticals, automotive, and traditional Chinese medicine sectors experienced the largest declines [1] - The controllable nuclear fusion sector had 58 stocks, with 56 rising, and 9 stocks increasing over 10% following U.S. President Trump's recent nuclear energy initiatives [2] - The ST sector also performed well, with 118 out of 197 stocks rising, driven by merger and acquisition news involving Zhongke Shuguang and Haiguang Information [2] Technical Analysis - The Shanghai Composite Index closed above the 20-day moving average (around 3345 points) and the 60-day moving average remains strong, indicating limited downside potential [3] - However, the market is experiencing reduced trading volume and outflows of over 12 billion yuan from main funds, suggesting that significant upward movement is unlikely without major positive news [3] Company Highlights - Xiangyou Technology and Kaimeteqi both hit the daily limit up, with Xiangyou Technology reporting a net profit of 5.55 million yuan for Q1 2025, a year-on-year growth rate of 171.49% [4] - Xiangyou Technology is involved in the military equipment restructuring concept and provides comprehensive IT services for the postal industry, including software and hardware product development [4]