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]

Group 1 - Shenghong Technology has preliminarily determined the inquiry transfer price at 65.85 yuan per share, with 24 institutional investors participating and a total of 25.73 million shares to be transferred [1] - Foton Motor plans to establish a new energy technology company with EVE Energy, investing 500 million yuan to enhance its new energy heavy truck business and battery leasing solutions [1] - Jiadu Technology disposed of 7.6647 million shares of CloudWalk Technology, realizing a post-tax investment loss of 16.29 million yuan, which is 14.18% of the company's audited net profit for 2024 [1] Group 2 - Rongsheng Environmental's controlling shareholder and actual controller, Feng Ronghua, has been subjected to compulsory measures by the police, but this matter is unrelated to the company, which continues normal operations [2] - Chongqing Steel has terminated the absorption merger of its wholly-owned subsidiary, New Port Changlong, to leverage its independent operational advantages in logistics and supply chain services [3] - Ha Welding Huatong's products can be used in controllable nuclear fusion projects, but the revenue from this sector is currently minimal, and there are no significant changes in the company's operations [4] Group 3 - Xinhua Medical's controlling shareholder plans to increase its stake in the company by 100 million to 200 million yuan within the next 12 months [4] - Pingzhi Information signed a framework agreement for AI computing power technology services with China Telecom, totaling approximately 246 million yuan, which will not significantly impact the company's annual performance [5]

Group 1 - Credit bond ETFs will soon implement a pledge-style repurchase system, with multiple public fund institutions' credit bond ETFs meeting the criteria to be included in the repurchase collateral pool [2] - The new medical credit evaluation regulations will enforce stricter measures, requiring untrustworthy pharmaceutical companies to reduce prices as a corrective action [2] - The Shanghai Composite Index experienced a slight decline, while the nuclear power sector saw significant gains, with multiple stocks reaching their daily limit [3][4] Group 2 - The onshore and offshore RMB exchange rates against the US dollar both surpassed 7.17, marking a new high in over six months, with the onshore rate rising over 200 points from the previous close [4] - The bond market in China saw a total issuance of 79.62 trillion yuan in various bonds last year, with a total custody amount reaching 177 trillion yuan by year-end [4] - Meituan reported a first-quarter revenue of 86.56 billion yuan, reflecting an 18% year-on-year growth, with its core local business also showing steady development [8] Group 3 - Xiaomi's YU7 car models have sold out in some versions, with second-hand platforms marking up prices by 100-200 yuan [7] - Wang Jianlin is selling 48 Wanda Plaza locations to a consortium including Tencent, with the transaction recently receiving unconditional approval from regulatory authorities [6] - A subsidiary of China National Petroleum Corporation organized a group purchase of properties that have not been delivered for over nine years, affecting funds exceeding one billion yuan [7]

今日，A股小幅震荡，主要股指涨跌互现，北证50临近收盘快速拉升涨近2%，创业板指险守2000点大关，上证50则跌破2700点，创2周新低。上涨个股远 多于下跌个股，成交额萎缩至1万亿元以下，创1个多月来新低。 | 代码 | 名称 | * ● 取新 | 涨幅% | 金额 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3346.84 0 | -0.05 | 4005.27亿 | | 399001 | 深证成指 | ● 10091.16 | -0.41 | 6094.34亿 | | 399006 | 创业板指 | · 2005.26 | -0.80 | 2686.96亿 | | 000016 | 上证50 | 0 2699.42 | -0.46 | 599.25亿 | | 000300 | 沪深300 | · 3860.11 | -0.57 | 2088.77亿 | | 000688 | 科创50 | C 982.26 | 0.17 | 161.84亿 | | 899050 | 北证50 | 0 1396.59 | 1.94 | 241.00亿 | | 00 ...

Group 1 - The mobile payment sector saw an increase of 2.41%, ranking 9th among concept sectors, with 74 stocks rising, including Xingchen Technology which hit a 20% limit up [1] - Notable gainers in the mobile payment sector included Yunnei Power, which rose by 10.03%, and Runxin Technology, which increased by 13.16% [3][4] - The sector experienced a net inflow of 428 million yuan from main funds, with 27 stocks receiving net inflows, and Yunnei Power leading with a net inflow of 214 million yuan [2][3] Group 2 - The top three stocks in terms of net inflow ratio were Yuanwanggu (66.30%), Yunnei Power (66.24%), and Xiangyou Technology (43.89%) [3] - The overall market saw various concept sectors with significant fluctuations, including Controlled Nuclear Fusion up by 5.14% and E-sports up by 3.30%, while some sectors like Generic Drug Consistency Evaluation and Innovative Drugs faced declines [2] - The mobile payment sector's performance was supported by strong trading volumes, with stocks like Xingchen Technology and Runxin Technology showing high turnover rates of 11.86% and 15.54% respectively [3][4]

Core Viewpoint - The Web3.0 concept sector experienced a 2.41% increase, ranking 10th among concept sectors, with significant movements in individual stocks, including a 20% surge in Huibo Co. and notable gains in other companies like Yuanlong Yatu and Anni Co. [1] Market Performance - As of May 26, the Web3.0 concept saw 56 stocks rise, with Huibo Co. and Huichang Communications hitting the daily limit up, while stocks like Lingyun Optics and Quzhou Development faced declines [1] - The top gainers in the Web3.0 sector included Huibo Co. (+10.03%), Huichang Communications (+19.99%), and Yuanlong Yatu (+5.54%) [2][3] Capital Flow - The Web3.0 sector attracted a net inflow of 615 million yuan, with 25 stocks receiving net inflows, and 12 stocks exceeding 10 million yuan in net inflow [1] - Huibo Co. led the net inflow with 511 million yuan, followed by Huichang Communications and Sifang Jingchuang with 134.6 million yuan and 47.9 million yuan, respectively [1][2] Stock Turnover Rates - The turnover rates for leading stocks in the Web3.0 sector were notable, with Huichang Communications at 26.55%, Huibo Co. at 18.68%, and Sifang Jingchuang at 7.40% [2][3]

截至5月26日收盘，可控核聚变概念上涨5.14%，位居概念板块涨幅第1，板块内，63股上涨，哈焊华通 20%涨停，大西洋、保变电气、合锻智能等涨停，常辅股份、久盛电气、国光电气等涨幅居前，分别上 涨16.56%、13.25%、10.49%。跌幅居前的有王子新材、四创电子等，分别下跌3.38%、1.48%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可控核聚变 | 5.14 | 仿制药一致性评价 | -1.55 | | 电子竞技 | 3.30 | 重组蛋白 | -1.53 | | 超导概念 | 3.12 | 创新药 | -1.53 | | 核电 | 3.03 | 猴痘概念 | -1.36 | | 云游戏 | 2.69 | 肝炎概念 | -1.36 | | 人脸识别 | 2.67 | 减肥药 | -1.26 | | 电子身份证 | 2.60 | 流感 | -1.26 | | 拼多多概念 | 2.47 | CRO概念 | -1.16 | | 移动支付 | 2.41 | 阿尔茨海默概念 | -1.10 | | ...

截至5月26日收盘，电子身份证概念上涨2.60%，位居概念板块涨幅第7，板块内，38股上涨，远望谷涨 停，民德电子、科创信息、雄帝科技等涨幅居前，分别上涨8.09%、7.32%、5.33%。跌幅居前的有格尔 软件、吉大正元等，分别下跌0.76%、0.63%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可控核聚变 | 5.14 | 仿制药一致性评价 | -1.55 | | 电子竞技 | 3.30 | 重组蛋白 | -1.53 | | 超导概念 | 3.12 | 创新药 | -1.53 | | 核电 | 3.03 | 猴痘概念 | -1.36 | | 云游戏 | 2.69 | 肝炎概念 | -1.36 | | 人脸识别 | 2.67 | 减肥药 | -1.26 | | 电子身份证 | 2.60 | 流感 | -1.26 | | 拼多多概念 | 2.47 | CRO概念 | -1.16 | | 移动支付 | 2.41 | 阿尔茨海默概念 | -1.10 | | Web3.0 | 2.41 | 细胞免疫治疗 | ...

每经编辑｜黄胜 5月26日，市场全天震荡调整，创业板指领跌，宁德时代跌超4%。A股全天成交额1.03万亿元，较上个交易日缩量1487.07亿元。盘面上，市场热点较为杂 乱，个股涨多跌少，全市场超3800只个股上涨。截至收盘，沪指跌0.05%，深成指跌0.41%，创业板指跌0.8%。 从板块来看，核电股集体爆发，中核科技等近20股涨停。 截至收盘，瑞奇智造30CM涨停，常辅股份涨24%，哈焊华通20CM涨停，久盛电气涨超16%，中洲特材涨超14%，天力复合涨超11%，大西洋、保变电气、 长城电工、中核科技、尚纬股份、锡装股份、中广核技、融发核电、哈空调10CM涨停，广厦环能、兰石重装、南风股份等跟涨。 | | | 核电 ① | | | --- | --- | --- | --- | | | | 3027.16 3.03% | | | 成分股 | 喜金 | 简况(F10) 资金 板块分析 | 不 | | 瑞奇智造 | | 14.04 +30.00% +25.36% | | | 833781 | | | | | 美利华电 | | 22.91 +20.01% +17.49% | | | 300069 | | | | ...