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 ...

盘面上，核电股集体爆发，中核科技等近20股涨停。IP经济概念股震荡走强，京华激光等近10股涨停。 智能物流概念股持续活跃，湘邮科技等涨停。下跌方面，医药股集体调整，海辰药业等多股跌超5%。 个股涨多跌少，全市场超3700只个股上涨。 转自：新华财经 新华财经北京5月26日电 （王媛媛）周一市场全天震荡调整，沪指冲高回落，午后下行翻绿，创业板指 领跌，宁德时代跌超4%。截至收盘，沪指报3346.84点，跌0.05%，成交4005亿元；深证成指报10091.16 点，跌0.41%，成交6094亿元；创业板指报2005.26点，跌0.80%，成交2684亿元。 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。 盘面热点 据证券时报，分析人士认为，价格战可能是汽车股杀跌的直接原因。比亚迪近日推出重磅限时促销活 动，包括王朝网及海洋网两大系列共22款智驾版车型参与，最高优惠可达5.3万元人民币。此外，近日 长城汽车魏建军关于汽车行业的言论可能也引发了业界的担忧。他在接受媒体采访时表示，汽车产业存 在的影响到行业健康发展的一些列问题值得重视。 交通运输 ...

A股三大指数今日集体调整，截至收盘，沪指跌0.05%，深成指跌0.41%，创业板指跌0.80%，北 证50指数涨1.94%。全市场成交额10339亿元，较上日缩量1487亿元。全市场近3800只个股上 涨。 盘面上，可控核聚变、游戏、饮料制造板块领涨；创新药板块跌幅居前。 市值超万亿的"迪王"跳水大跌9%，发生了什么？一起来看最新的情况。 01 突然跳水，万亿比亚迪跌9% A股、港股汽车板块集体杀跌，A股亚迪跌近6%，截止发稿，港股比亚迪股份跌近9%，此外，赛 力斯、长城汽车、上汽集团，港股吉利汽车、领跑汽车等纷纷走低。 消息面上，近期，比亚迪官方宣布启动"618"限时促销活动。王朝网、海洋网共计22款智驾版车 型加入降价阵营，最高直降5.3万元，部分车型起售价下探至5.58万元。乘联分会秘书长崔东树表 示，比亚迪22款车型近期降价，对当下的车市价格战会产生一定的影响。 此外，近日长城汽车魏建军关于汽车行业的言论可能也引发了业界的担忧。他在接受媒体采访时 表示，汽车产业安全正遭遇威胁。 可控核聚变概念逆势领涨 可控核聚变概念逆势领涨，合锻智能、永鼎股份、哈焊华通、保变电气、旭光电子等多股涨停。 消息面上，据央 ...

Market Overview - The market experienced fluctuations with the ChiNext index leading the decline, and Ningde Times falling over 4% [1] - By the end of the trading day, the Shanghai Composite Index decreased by 0.05%, the Shenzhen Component Index fell by 0.41%, and the ChiNext Index dropped by 0.8% [1] - Over 3,700 stocks rose in the market, with total trading volume in the Shanghai and Shenzhen markets reaching 1.01 trillion yuan, a decrease of 145.6 billion yuan compared to the previous trading day [1] Sector Performance - The sectors that saw gains included controllable nuclear fusion, smart logistics, PEEK materials, and IP economy, while innovative drugs, complete automobiles, traditional Chinese medicine, and vitamins faced declines [1] - The controllable nuclear fusion sector rose by 5.14% year-to-date, while the gaming sector increased by 3.68% [11] ETF Activity - During the trading session, the broad-based ETFs experienced significant selling pressure, particularly between 11:15 and 11:25, coinciding with major indices hitting new lows [6][7] - The trading volume of certain index products, particularly the CSI 500 Index ETFs, was notably higher during this period, suggesting their influence on the market's rapid decline [9] Gaming Industry Insights - The Chinese gaming market reported a sales revenue of 85.704 billion yuan in Q1 2025, marking a year-on-year growth of 17.99% [12] - Major gaming companies like Century Huatong and Youzu Network reported significant revenue increases, with Century Huatong's revenue up by 91% year-on-year [12] - The gaming sector is viewed as having a favorable configuration value due to its growth potential and high dividend yields, with dynamic PE ratios for leading companies ranging from 11 to 17 times [12] Nuclear Fusion Developments - The controllable nuclear fusion sector remains active due to ongoing industrial advancements, including the early launch of a compact fusion energy experimental device project [13] - The U.S. plans to initiate the construction of ten large nuclear power plants by 2030, which has positively impacted the nuclear energy sector in the U.S. stock market [14] - The nuclear power market is seen as having substantial growth potential, with investment opportunities in core equipment suppliers and raw material providers [14]

Group 1 - China Nuclear International experienced a significant stock surge, rising over 180% at one point, and closing at 4.05 HKD, up 127.5% [1] - China Nuclear International is a member of China National Nuclear Corporation and serves as its only overseas uranium resource operation platform, actively seeking and expanding overseas uranium resource business [1] - The nuclear power sector in A-shares is also performing strongly, with multiple companies reaching their daily price limits and others seeing gains of over 10% [3] Group 2 - U.S. President Trump signed a series of executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling U.S. nuclear power capacity by 2050, setting a new approval timeline for nuclear regulatory commissions [3] - Goldman Sachs reported that the nuclear power sector is entering a golden decade, with the uranium market facing a structural shortage due to aging mines and long production cycles for new projects [3] - The average stock price increase for over 30 nuclear power concept stocks in A-shares is 8.03% year-to-date, with some stocks like Guoguang Electric seeing a rise of 116.29% [3] Group 3 - The controllable nuclear fusion concept sector is active due to recent technological breakthroughs, creating market enthusiasm and attracting significant investment [4] - The Chinese government's dual carbon goals and strong support for clean energy have created a favorable policy environment for the development of controllable nuclear fusion [4] - International research collaboration is advancing, increasing industry interest and investment inflow, contributing to the sector's growth [4]