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 | | ...

Group 1 - The electronic ID concept sector rose by 2.60%, ranking 7th among concept sectors, with 38 stocks increasing, including Yuanwanggu hitting the daily limit, and Mind Electronics, Kexin Information, and Xiongdi Technology showing gains of 8.09%, 7.32%, and 5.33% respectively [1][2] - The sector experienced a net outflow of 51 million yuan in main funds, with 17 stocks receiving net inflows, led by Yuanwanggu with a net inflow of 71.37 million yuan [2][3] - The top three stocks by net inflow ratio were Yuanwanggu at 66.30%, Hanwang Technology at 6.06%, and Xinan Century at 5.68% [3][4] Group 2 - The electronic ID concept sector's performance was contrasted with other sectors, such as controllable nuclear fusion which rose by 5.14%, while generic drug consistency evaluation fell by 1.55% [2] - The trading volume and turnover rates varied among stocks, with Yuanwanggu showing a turnover rate of 2.47% and a daily increase of 10.07% [3][5] - Stocks like Geer Software and Jida Zhengyuan faced declines of 0.76% and 0.63% respectively, indicating mixed performance within the sector [1][5]

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 | | | | ...

2025.05. 26 本文字数：637，阅读时长大约1分钟 作者 | 第一财经 5月26日，三大股指集体收跌，上证指数报收3346.84点，跌0.05%；深成指报收10091.16点，跌 0.41%；创业板指报收2005.26点，跌0.8%。 | 日期: 2025-05-26 | | | 跌 1430 平 186 涨 3792 跌停 4 停牌 30 涨停 8 | | --- | --- | --- | --- | | 3150 | | | | | 1289 | | | | | 400 gg 112 79 3 56 | 11 | 30 | | | <-10%10~-7%7~-5%-5~-3%-3~0% 0~3% 3~5% 5~7% 7~10% >10% | | | | 盘面上，可控核聚变概念掀涨停潮，超导、云游戏、钛白粉、航空运输板块活跃，创新药、汽车整车 板块全天低迷。 港股市场上，中核国际盘中一度大涨超180%。 5月26日，数据显示，A股市场共计85只个股涨停。其中多只可控核聚变概念股连板，融发核电、雪人股 份、哈焊华通均收获2连板。一图速览今日连板股>> | 股票名称 | 连板天数 | 所属概念 | ...

据盖世具身智能，5月22日北京人形机器人创新中心发布全球首个《人形机器人智能化分级》团体标 准，包括感知认知、决策学习、执行表现、协作交互四大核心维度的技术矩阵。该技术标准正式发布， 有望加速人形机器人感知、决策、交互等核心能力的技术进化，加快其商业化落地。此外，据高工人形 机器人，5月22日京东科技和上海具身智能智创基金成为智元机器人新股东，这是京东首次投资人形机 器人企业。此前，美团也完成对自变量机器人的独家投资。随着更多互联网大厂入局人形机器人市场， 人形机器人技术有望进一步加速。该行继续看好机器人板块行情，建议关注人形机器人放量驱动减速 器、丝杠、轴承、电机等核心零部件需求增长的投资机会。 可控核聚变 据可控核聚变公众号，5月1日BEST项目工程提前2月启动;5月15日中核工程联合体与ITER组织签署WPP 合同。据央视财经，5月23日特朗普签署行政命令，通过全面改革美国核管理委员会等措施以加快核反 应堆测试等。近年来在AI算力爆发带来全球电力需求快速增长，核聚变作为高效清洁能源，国内外相 关发展进入加速期，今年以来国内相关项目招标亦加快落地。该行看好核聚变加速落地下，上游相关设 备项目中标带来的业绩 ...

Group 1 - The core viewpoint of the news is that the stock market is experiencing a recovery in short-term sentiment, with a notable increase in the number of stocks hitting the daily limit up, particularly in sectors like controllable nuclear fusion and unmanned delivery [1] - A total of 61 stocks reached the daily limit up, with 10 stocks classified as consecutive limit-up stocks, and a promotion rate of 40% for these stocks [1] - Among the stocks, Suzhou Longjie exceeded expectations with a limit-up, while Zhongchao Holdings achieved a remarkable 10 consecutive limit-ups over 16 days [1] Group 2 - The controllable nuclear fusion concept saw significant gains, with over 20 stocks either hitting the limit up or rising more than 10%, including Zhongchao Holdings and Shangwei Shares [1] - The unmanned delivery vehicle concept remained active, with Zhongyou Technology hitting a 20% limit up and reaching a historical high [1] - Notable individual stock performances include Yibin Paper with 5 limit-ups in 6 days and Anada with 5 limit-ups in 9 days [2]

可控核聚变、量子计算、人工智能、人形机器人、脑机接口、合成生物与细胞基因治疗，这几年诞生的 这一批科技创新，我称之为"文明级创新"——对于人类自身、人类文明形态，乃至于地球和行星文明都 将产生创造性、颠覆性和重构性的深远影响。 新的文明正在诞生——许多年后，我们回顾这个时代，我们将发现，后疫情时代，最为猛烈和无声的变 革，是文明级的创新、是新世代的萌芽、是新文明的诞生。这几年涌现的这一批创新业态，不是传统意 义上工业革命或信息革命的线性升级版本，不是人类有史以来定义的那些具有开创意义的创新，更不是 软硬科技之分。 什么样的科技创新能称之为"文明级创新"？这些文明级的科技创新是怎么突然涌现的？这些文明级的科 技创新，对于每个人、人类、人类社群，以及人类文明到底意味着什么？这些文明级创新叠加对于人类 未来意味着什么？ 不要小瞧商业化啊——一旦进入现代工业级生产环节，很快，他们就具备更惊人的几何级数的迭代能 力。我们常说，不要高估未来三年的变化，但任何人都不要低估未来十年的变革！马拉松竞赛场地上蹒 跚起步、幼稚可笑的人形机器人，将在十年后反讽那些曾发出讥诮声音的人们。 具有革命意义的科技创新大致可分为三大类：能源、 ...

截 至 收 盘 ， 瑞 奇 智 造 3 0CM 涨 停 ， 常 辅 股 份 涨 2 4% ， 哈 焊 华 通 2 0CM 涨 停 ， 久 盛 电 气 涨 超 1 6%，中洲特材涨超1 4%，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1 0CM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 | 墓金 | 简况(F10) 资金 板块分析 | | 瑞奇智造 | | 14.04 +30.00% +25.36% | | 833781 | | | | 美利华电 | | 22.91 +20.01% +17.49% | | 300069 | | | | 首板 最终涨停13:46 | | | | 哈精英通 | | 32.99 +20.01% +33.08% | | 301137 | | | | 2天2板 | 最终涨停09:35 | | | 常辅股份 | | 53.50 +16.56% +7.86% | | 871396 | | | | 领涨龙头3 ...