昨日A股 5月26日，市场全天震荡调整，创业板指领跌，宁德时代跌近5%。截至收盘，沪指跌0.05%，深成指跌 0.41%，创业板指跌0.8%。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。从板块来看，核电股集体爆 发，IP经济概念股震荡走强，智能物流概念股持续活跃。下跌方面，医药股集体调整。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，创新药、汽车整车、中药、维生素等板块跌 幅居前。 | 名称 | 最新点位 | 、涨跌幅 | | --- | --- | --- | | 上证指数 | 3346.84 | -1.53(-0.05%) | | 深证指数 | 10091.16 | -41.25(-0.41%) | | 创业板指 | 2005 26 | -16.24(-0.8%) | | | 日期:5月26日 制图:21投资通 | | 1、中央汇金公司重磅会议！当好维护金融稳定的"压舱石" 据中央汇金投资责任有限公司网站，近日，中央汇金公司召开2025年党建与经营工作会议，总结2024年 党建与经营管理情况，部 ...

重要消息 申购提示：新股交大铁发申购代码920027，发行价8.81元/股，申购上限90.67万股。投资有风 险，申购需谨慎； 中办、国办印发《关于完善中国特色现代企业制度的意见》； 证监会表示，将贯彻落实《关于完善中国特色现代企业制度的意见》有关要求，不断完善上市 公司治理规则，推动出台上市公司监督管理条例； 4．近日，中央汇金公司召开2025年党建与经营工作会议，总结2024年党建与经营管理情况，部署当前及今后 一个时期公司重点工作。会议强调，2025年是"十四五"规划收官之年，中央汇金公司要进一步强化工作统筹， 既锚定年度目标任务推动落实，确保"十四五"圆满收官，又要着眼于重要节点，前瞻谋划好公司"十五五"发展 规划，探索完善国有金融资本受托管理模式，加强中央汇金公司履职能力建设，推动控参股机构高质量发展， 奋力开创工作新局面。 5．人力资源社会保障部等五部门26日发布关于进一步健全就业公共服务体系的意见，提出20条服务举措，进 一步健全均等普惠、功能完备、帮扶精准、基础巩固、数字赋能的就业公共服务体系，提高服务可及性和均等 化、专业化水平。 6．国务院新闻办公室于2025年5月27日（星期二）上午10 ...

2025.05. 27 当地时间5月26日，日本农林水产省公布的数据显示，截至5月18日为止的一周，日本超市大米均价 继续上涨，全国超市销售的5公斤装大米均价为4285日元（约合215.53元人民币），环比上涨 0.4%，再次创下新高。 【观国内】 中办、国办：以管资本为主完善国资监管，实现国有资产保值增值 中办、国办印发《关于完善中国特色现代企业制度的意见》。其中提出，健全国有资产监管体制。以 管资本为主完善国资监管，实现国有资产保值增值。完善国有企业功能界定与分类指引，深化分类授 权放权，优化分类监管、分类考核，引导国有企业注重内在价值、长期价值。强化国有企业经营投资 责任意识和责任约束。 【今日推荐】 英国突发！斯塔默：令人震惊 英国西北地区急救服务中心发言人戴夫·基钦26日说，该国利物浦市中心当天发生的汽车冲撞球迷事 件已造成27人受伤送医，其中2人伤势严重。基钦说，27名伤者被紧急送往利物浦地区四家医院救 治，2名伤势严重者中包括1名儿童。此外，另有20人在现场接受轻伤治疗，无需送医。英国首相斯 塔默事发后在社交媒体上发文说："利物浦发生的一幕令人震惊。我向所有受伤者和受影响的人表示 慰问。我将继续 ...

第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 证监会：推动出台上市公司监督管理条例 近日，中共中央办公厅、国务院办公厅公开《关于完善中国特色现代企业制度的意见》。为使各方面准 确把握有关情况，国家发展改革委、国务院国资委、中国证监会、全国工商联有关负责同志就《意见》 回答记者提问。中国证监会有关负责同志表示，下一步，中国证监会将贯彻落实《意见》有关要求，不 断完善上市公司治理规则，推动出台上市公司监督管理条例，加大对组织指使造假、资金占用等违法行 为的打击力度，进一步发挥独立董事作用，鼓励机构投资者积极行使股东权利，激发公司治理内生动 力，促进上市公司健全中国特色现代企业制度，持续提升公司治理水平。 特朗普：考虑从哈佛大学撤回30亿美元的拨款 美国总统特朗普在其社交平台表示，考虑从哈佛大学撤回30亿美元的拨款，将该资金分发至各地学校。 日本米价再创新高 当地时间5月26日，日本农林水产省公布的数据显示，截至5月18日为止的一周，日本超市大米均价继续 上涨，全国超市销售的5公斤装大米均价为4285日元（约合215.53元人民币），环比上涨0.4%，再次创 下新高。 【观国内】 中办、国 ...

Group 1 - The Central Committee and State Council of China issued opinions on improving the modern enterprise system, emphasizing the need for state-owned enterprises to optimize their equity structure for better operational efficiency [1] - Moody's maintained China's sovereign credit rating at "A1" with a negative outlook, which the Ministry of Finance interpreted as a positive reflection of China's economic prospects [2] - The State Council and Central Military Commission announced regulations for the protection of important military facilities, effective from September 15, 2025, aimed at enhancing national defense modernization [3] - The National Film Administration encouraged service providers from Hong Kong and Macau to invest in film production companies in mainland China [4] - A pilot program for credit bond ETFs is set to launch a general pledge-style repurchase business, with several public fund institutions' credit bond ETFs meeting the criteria for inclusion in the repurchase pledge library [5] - Zhongyida announced a significant stock price increase of 299.26% from March 10 to May 26, 2025, despite no major changes in the company's fundamentals [6] Group 2 - Longi Green Energy announced the resignation of its general manager and legal representative, Li Zhenguo [7] - Zijin Mining Group plans to spin off Zijin Gold International for a listing on the Hong Kong Stock Exchange [8] - Dongxin Co., Ltd. reported that Shanghai Lishuan received its first batch of packaged G100 chips and completed major functionality tests [9] - Jiadu Technology announced the disposal of part of its equity in Cloudwalk Technology, resulting in a post-tax investment loss of 16.2877 million yuan [10] - Huide Technology, which has seen a four-day stock price increase, announced that its subsidiary's polyurethane new materials project has obtained construction land and is currently in the administrative approval stage [11] - Foton Motor plans to jointly invest 500 million yuan with EVE Energy to establish a new energy technology company to expand its new energy heavy truck business [12] - Rongsheng Environmental Protection announced that its controlling shareholder and actual controller, Feng Ronghua, has been taken into custody by law enforcement [13] - Hahantong announced that its products can be used in controllable nuclear fusion projects, although revenue from this sector is currently minimal [14] - Huarui Precision stated that it has received small batch orders following preliminary sample testing in collaboration with Yushu Technology [15] - Meituan reported first-quarter revenue of 86.56 billion yuan, a year-on-year increase of 18.1%, and an adjusted net profit of 10.95 billion yuan, up 46.2% year-on-year, with CEO Wang Xing emphasizing a commitment to compete aggressively against rivals [16] - European stock indices rose, with the Stoxx Europe 600 index up 0.99% and the DAX 30 index up 1.68% [17] - The EU has agreed to accelerate negotiations with the US to avoid a transatlantic trade war, with positive discussions reported between EU and US trade officials [18]

Group 1: Corporate Governance and Market Dynamics - The Chinese government has issued opinions to enhance the modern enterprise system, focusing on improving corporate governance structures and supporting both state-owned and private enterprises [1] - The opinions emphasize the importance of independent directors and the introduction of institutional investors with over 5% shareholding to enhance corporate governance [1] - A total of over 500 listed companies in the A-share market are set to distribute more than 58.5 billion yuan in cash dividends, indicating a strong trend in shareholder returns [2] Group 2: Automotive Industry Trends - The automotive market is experiencing heightened competition, with a product competitiveness index of 85.5 for April 2025, driven by consumer stimulus policies and promotional activities [3] - Car manufacturers are actively implementing strategies to increase market share, including trade-in subsidies and promotional financing options [3] Group 3: Fund Management and Investment Trends - The issuance of equity funds is on the rise, with 16 new floating management fee funds set to launch, indicating a strong interest from investors [4] - The private equity industry has seen its management scale exceed 20 trillion yuan, attributed to a recovering issuance market and improved performance [5] Group 4: Commodity Prices and Industry Outlook - The tungsten industry is witnessing a price surge, with black tungsten concentrate prices reaching 165,500 yuan per ton, driven by supply-demand dynamics [6] - The paper pulp market is entering a phase of tentative recovery, with domestic pulp production capacity increasing as companies pursue integrated projects [13] Group 5: Currency and Market Impact - The renminbi has reached a six-month high against the US dollar, which is expected to benefit the Chinese stock market as capital flows shift towards non-US assets [7] - Goldman Sachs reports that a 1% appreciation of the renminbi could lead to a 3% increase in Chinese stock prices, highlighting the positive correlation between currency strength and market performance [7] Group 6: Corporate Leadership Changes - Longi Green Energy has announced significant management changes, with founder Li Zhenguo stepping back and his daughter being nominated for the board, indicating a strategic shift in leadership focus [9] - The company aims to leverage dual leadership in strategy and technology to navigate the challenges in the photovoltaic industry [9]

Macro Trends - The China Securities Regulatory Commission (CSRC) is promoting the introduction of regulations for the supervision and management of listed companies, aiming to strengthen the crackdown on fraud and fund misappropriation [1] - The CSRC emphasizes the importance of corporate governance in listed companies as a foundation for high-quality economic development and aims to enhance governance rules and encourage independent directors and institutional investors to exercise shareholder rights [1] Industry Developments - The State-owned Assets Supervision and Administration Commission (SASAC) is focused on fostering "start-up enterprises," "leading enterprises," and "unicorn enterprises" to enhance the resilience and security of industrial supply chains [2] - The Ministry of Industry and Information Technology (MIIT) is working on establishing a comprehensive recycling system for new energy vehicle batteries, emphasizing regulatory frameworks and digital monitoring to ensure compliance and environmental protection [3] Healthcare Sector - Shanghai is advancing public hospital reforms with a focus on public welfare, including salary structure adjustments and funding optimization for major projects [4] Commodity Market - The Shanghai Futures Exchange has announced details regarding the listing and delivery of casting aluminum alloy futures, including fee structures and warehouse costs [5] Company News - Zijin Mining plans to spin off its subsidiary, Zijin Gold International, for a listing on the Hong Kong Stock Exchange, while restructuring its overseas gold mining assets [6] - Guanglian Aviation intends to acquire a 51% stake in Tianjin Yuefeng Technology, aiming for control over the company [6] - Sinopharm is set to gain exclusive rights for the AGT-siRNA drug GW906 in China, with potential milestone payments totaling up to 5.5 billion yuan [6] - Yihua Group's shareholders and executives plan to reduce their holdings by up to 4% of the company's total shares [6] - Digital China plans to increase its stake in Digital China Holdings by up to 4.28 billion yuan over the next 12 months [7] - Dongxin Technology has received its first batch of G100 chips, which have passed initial functionality tests [7] - Lijun Group anticipates steady recovery in its traditional Chinese medicine sector, driven by market expansion from policy changes [8] - CNOOC has announced the successful production launch of the Mero4 project in Brazil, which is expected to significantly increase oil production [8] - Harsco Holdings remains optimistic about the growth of the insulated cup industry overseas, driven by market segmentation and rising outdoor activities [8] - Shangwei Co. has confirmed that its main business operations remain stable, despite recent stock price increases [9]

Group 1: AI Industry Insights - The acceleration of Agent product deployment is expected to enhance the upward trajectory of the AI industry, with a faster pace of commercialization anticipated [1][13] - Major companies are updating their Agent products, with Microsoft focusing on local and cloud collaboration, Google developing a 2C Agent 3P strategy, and domestic firms like Kingdee and Kunlun Wanwei advancing their AI management platforms [13] Group 2: Financial Sector Developments - Recent financial policies have led to a non-symmetric interest rate cut, stabilizing bank interest margins, with positive factors accumulating for the banking sector's fundamentals [13] - The brokerage sector is expected to see continued strong growth in mid-year reports, supported by favorable liquidity and policy environments, with valuations stabilizing [13] Group 3: Corporate Announcements - Meituan reported a first-quarter revenue of 865.6 billion RMB, reflecting an 18.1% year-on-year increase, and an adjusted net profit of 109.5 billion RMB, up 46.2% [7] - Zijin Mining plans to spin off its subsidiary, Zijin Gold International, for a listing on the Hong Kong Stock Exchange, while maintaining control over it [8] - Gree Harmonic announced that its controlling shareholders plan to reduce their holdings by up to 3% of the company's shares [9] - Digital China intends to increase its stake in Digital China Holdings by up to 428 million RMB over the next 12 months [12]

Group 1 - The Central Committee and State Council of China issued opinions to improve the modern enterprise system with a focus on enhancing corporate governance, market-oriented operational mechanisms, and promoting innovation and social responsibility over the next five years [1] - By 2035, the modern enterprise system is expected to be more refined, enhancing international competitiveness and laying a solid foundation for building world-class enterprises [1] - The policy is expected to create a synergistic effect with the registration system reform, fostering a value investment logic that emphasizes endogenous growth [1] Group 2 - Central Huijin Company is exploring the improvement of the entrusted management model for state-owned financial capital, aiming to enhance its operational capabilities and promote high-quality development of its controlled and participating institutions [2] - Strengthening operational capabilities is anticipated to enhance strategic coordination in serving the real economy and preventing systemic risks, with asset quality and compliance becoming market focal points [2] - The professionalization of state capital management is expected to reinforce the stability of the financial sector in the market, providing a more sustainable value anchor for investors [2] Group 3 - Inner Mongolia Rural Commercial Bank is set to officially open on May 27, following the merger of various rural credit institutions into a unified local state-owned bank [3] - This merger marks a significant reform in the regional rural credit system, potentially leading to a restructured valuation logic for local banks and providing liquidity premiums for those with clear strategic positioning [3] - The move aligns with financial supply-side reforms, improving the local financial ecosystem and providing stable funding support for rural revitalization strategies [3] Group 4 - Ant Wealth has changed its name to Ant Wealth (Shanghai) Technology Co., Ltd., reflecting a strategic shift from financial services to technology [4] - The change in business scope indicates a focus on technology services, aligning with regulatory trends that separate financial and technological operations [4] - This transformation may lead to innovative business models in the fintech sector, enhancing collaboration between technology solution providers and licensed financial institutions [4] Group 5 - The offshore RMB has surpassed the 7.17 mark against the US dollar, reaching a six-month high, indicating strengthened market expectations for domestic economic recovery [5][6] - The appreciation of RMB assets is likely to attract foreign investment towards core assets, prompting listed companies to enhance their capabilities in managing exchange rate fluctuations [6] - Long-term, the deepening of the market-oriented exchange rate formation mechanism is expected to support a more mature risk pricing system in the capital market, providing a stable monetary environment for value investment [6]

2 中国1至4月规模以上工业企业利润同 公布，前值0.8%◇ 3 5月27日上午10:00，国务院新闻办公 务院政策例行吹风会, 请商务部副部长亲 谈判副代表凌激和生态环境部、市场监管 负责人介绍深化国家级经济技术开发区改 关举措,并答记者问 5 美国5月达拉斯联储商业活动指数将公 值-26.1, 前值-35.8 1 中共中央办公厅 国务院办公厅关于完善中国特色现代企业制度的意见 每经编辑｜张喜威 王晓波 ↓ 今日央行有3570亿元7天期逆回购到1 5月26日，中共中央办公厅、国务院办公厅印发《关于完善中国特色现代企业制度的意见》。主要目标是：经过5年左右，推动具备条件的企业普遍建立适合 国情、符合实际、满足发展需要的中国特色现代企业制度，企业党的建设全面加强，治理结构更加健全，市场化运营机制更加完善，科学管理水平进一步提 高，推动自主创新、支撑产业升级、履行社会责任等作用充分发挥。到2035年，中国特色现代企业制度更加完善，企业国际竞争力全面提升，为加快建设世 界一流企业奠定坚实基础。（新华社） 2 隔夜市场 美股5月26日（周一）因假期休市一日。 4 财政部回应穆迪维持我主权信用评级：是对中国经济向好前景 ...