每周一景： 云南玉龙雪山 点击右上角菜单，收听朗读版 【 宏观】货币宽松"再发力"——5月7日央行一揽子货币政策点评 降准降息落地，在关键时点释放出"适度宽松"来"稳增长、稳市场"的明确信号，体现了央行前瞻部署、主 动作为。 一揽子三大类 10 项货币政策组合，体现了货币政策总量与结构协同发力，对实体和资本市场的 全面支持。在外部关税冲击、内需还待提振的背景下，央行宽松周期预计将延续，接下来如果经济压力进 一步增加，降息降准等仍有空间。 财政或继续加快债券发行节奏，尤其是增加对消费领域支持力度，如有必要，下半年或继续增加全年财政 额度；房地产政策也有望进一步放松。另外 ，出口方面的针对性支持政策也在加码。 短期来看，关税摩擦对市场预期的影响相比于前期可能已在减弱，预期冲击最大的时候可能已经过去。 不 过从对经济的影响来看，实际冲击可能从 4 月数据开始逐步显现，再加上当前内需还要进一步巩固的背景 下，更需关注接下来国内经济基本面变化：一是 4 月出口可能还有前期抢出口的支撑，但 5 、 6 月份数 据可能会明显体现关税的冲击；二是地产的止跌企稳可能还需要更多政策支持，三是居民部门资产负债表 压力或未明显缓解。 ...

Military Industry - Companies like 恒天海龙 and 华伍股份 have shown significant stock increases, with 恒天海龙 rising by 10.07% and 华伍股份 by 19.94%, driven by military and aerospace sectors [2][3] - The stock of 成飞集成 increased by 9.98%, indicating strong interest in military technology [2] - Companies such as 通易航天 and 中航成飞 also reported substantial gains, with increases of 25.11% and 17.05% respectively, reflecting a robust military industry outlook [3] Chemical Industry - 红墙股份 has maintained a strong performance with a 9.97% increase over 12 trading days, attributed to the rising prices of epoxy propylene [4] - 中欣氟材 also performed well, with a 9.99% increase over 9 days, linked to fluorochemical products [4] - The chemical sector is experiencing volatility, leading to increased market attention on companies like 丹化科技 and 长华化学, which reported gains of 9.93% and 20.02% respectively [4] AI Computing Power - The AI computing power sector is showing strong performance, with companies like 全筑股份 and 电光科技 increasing by 10.00% and 10.01% respectively, driven by advancements in server technology [8] - The report indicates that the AI computing industry remains in a high-growth phase, supported by positive earnings reports from related companies [7] Robotics - The introduction of exoskeleton robots in tourist attractions has led to increased interest in robotics companies, with 中超控股 and 龙溪股份 both achieving gains of 10.09% and 10.01% respectively [10][11] - The sector is benefiting from growing consumer interest and technological advancements in robotic applications [10] Brain-Computer Interface - Neuralink's breakthrough with its brain-computer interface device has garnered attention, with stocks like 童畫頁 and 麒盛科技 rising by 9.98% and 10.00% respectively, reflecting optimism in brain technology [13][14] Performance Surprises - Companies like 润贝航科 and 渝三峡 A have shown strong stock performance, with 润贝航科 increasing by 10.01% over 12 days, indicating positive market sentiment following earnings reports [15][16] Semiconductor Industry - The semiconductor equipment sector is expected to benefit from increased domestic investment in photolithography technology, with stocks like 京运通 and 奥普光电 rising by 9.92% and 10.00% respectively [18][19] Agricultural Planting - The new regulations on plant variety protection are expected to positively impact agricultural companies, with stocks like 秋乐种业 and 康农种业 showing increases of 17.90% and 10.24% respectively [20][21] Food and Beverage - The announcement of a 500 billion yuan loan facility to support consumption is likely to benefit food and beverage companies, with stocks like 保龄宝 and 一致魔芋 rising by 9.96% and 21.20% respectively [22][24] Real Estate - The reduction in housing loan interest rates is expected to stimulate the real estate market, with stocks like 三湘印象 and 天保基建 increasing by 10.14% and 10.10% respectively [25][26]

1、军工板块爆发 军工板块掀涨停潮，通易航天30%涨停，晨曦航空、华伍股份、金明精机20%涨停，航天长峰、恒天海 龙等超20股涨停。 消息面上，"一行一局一会"潘功胜、李云泽、吴清出席重磅发布会，一揽子金融政策重磅推出。其中， 央行发布三类十项措施稳市场稳预期，涉及降准、降息，调降公积金贷款利率；金融监管总局将推出8 项增量政策，涉房地产金融、险资入市、稳外贸等。 盘面上，军工板块爆发，晨曦航空等超20股涨停；大金融股发力，券商方向领涨，九鼎投资2连板，弘 业期货涨停；地产板块走强，天保基建等多股涨停；脑机接口概念拉升，麒盛科技等涨停；化工股再度 走强，长华化学20%涨停；外骨骼机器人概念再度活跃，振江股份3天2板；此外，低空经济、光刻机等 板块均有所表现。下跌方面，AI应用、影视、半导体等板块跌幅居前。 展望后市，华西证券指出，人民币升值有助提振中国资产，AI+成5月配置主线。 热门板块 5月7日，A股延续反弹，市场近3500股飘红，半日成交额9658亿，较上个交易日放量1165亿。截至午间 收盘，沪指涨0.64%，深成指涨0.19%，创业板指上涨0.40%。 点评：消息面上，中国人民银行行长潘功胜5月7日 ...

美湖股份（603319）：A股唯一的 双概念叠加标的 外骨骼机器人作为结合外骨骼结构与机器人技术的可穿戴智能设备，预计2030年全球市场规模达146.7亿美元，年 复合增长率达42.2%。 两条核心受益方向分别是 中游产品端。 有源外骨骼通用结构包含机械、驱动、传感、控制、能源五大模块，核心通过 "感知 – 处理 – 驱动 – 反馈"闭环系 统实现人机协同运动，驱动系统方面，多采用电动机驱动系统，#通过电机搭配行星/谐波减速器实现，且有源外 骨骼在步态检测、人机协同等方面存在#较高技术壁垒。 催化二：美国海关和边境保护局当地时间5月1日证实，加拿大和墨西哥制造的汽车零部件属于《美加墨协议 （USMCA）》的一部分，将#免于25%的关税，该关税于5月3日生效，该政策直接利好于#墨西哥布局生产基地的 汽车零部件制造企业，有望显著提升其产品在北美市场的价格竞争力与盈利空间。 五一假期 和#墨西哥汽车零部件产业链关税豁免（利好在墨西哥设汽车零部件配套厂的公司） 消息持续发酵，#强 call美湖股份603319，A股唯一#双概念叠加标的！ 催化一：五一假期期间，黄山、泰山、青城山等多个景区引入外骨机器人辅助登山，受到游 ...

Group 1: Robotics - Recent introduction of smart climbing aids such as exoskeletons and smart knee braces in famous scenic spots like Huangshan and Taishan, enhancing the climbing experience for tourists [1] - The exoskeleton robot market is transitioning from medical applications to consumer markets, marking 2023 as a pivotal year for consumer-grade exoskeletons [1] - The rapid development in robotics has led to significant cost reductions and increased public interest, with applications expanding across various sectors including healthcare, industrial, and outdoor activities, suggesting a market potential exceeding hundreds of billions [1] Group 2: Automotive Parts - Confirmation from U.S. Customs that automotive parts manufactured in Canada and Mexico will be exempt from a 25% tariff under the USMCA agreement, effective May 3, 2025 [2] - Compensation for U.S. automotive manufacturers for tariffs on imported parts can reach up to 3.75% of retail prices, decreasing to 2.5% in the second year, potentially improving profit margins for related companies [2] - The revised policy may alleviate export costs for companies, but high tariffs could disrupt supply chains and lead to production halts in the automotive sector [2] Group 3: Digital Economy - The 8th Digital China Construction Summit held from April 29 to May 4, featuring over 40 forums and dialogues, and attracting more than 800 entrepreneurs and 100 experts [3] - The summit introduced a digital economy unicorn development report and signed 455 key projects with a total investment of 228 billion yuan, marking an 8% increase in projects and a 12% increase in investment compared to the previous summit [3] - The focus on digital infrastructure is seen as crucial for economic growth, industrial upgrading, and enhancing social governance capabilities [3] Group 4: Rare Earth Metals - Following China's announcement of export controls on seven types of medium and heavy rare earths, prices for rare earth metals have surged, with dysprosium prices doubling to $850/kg and terbium prices increasing over 210% to $3000/kg [5] - Rare earth metals are essential for various industries, including renewable energy and aerospace, and China's export restrictions are expected to lead to increased overseas demand and price hikes [5] - Domestic rare earth processing companies may benefit from expanded profit margins due to the exclusion of certain processed products from export controls [5] Group 5: Brain-Computer Interface - Neuralink's brain-computer interface device, Link, has received FDA breakthrough device designation to assist patients with severe speech impairments [6] - This development represents a significant step towards integrating human cognition with technology, particularly for patients with neurological conditions [6]

Core Viewpoint - The article discusses the emergence of exoskeleton robots as a revolutionary aid for activities like mountain climbing, enhancing human capabilities while reducing physical strain [2][14]. Group 1: Exoskeleton Technology and Experience - During the 2025 May Day holiday, tourists at Mount Tai and Enshi Grand Canyon can rent exoskeleton robots for climbing, reducing leg strain by over 30% [2]. - User experiences highlight significant benefits, with one 60-year-old tourist noting a 50% reduction in knee pressure, and average climbing times decreasing by 40% with a 90% satisfaction rate among users [3]. Group 2: Technical Insights - The exoskeletons utilize biomimetic design and AI algorithms to understand human movement, with sensors capturing motion intentions and processing data in 0.1 seconds [3]. - The drive system features a brushless motor and harmonic reducer, providing a torque output of 40 N·m, effectively acting as an "invisible engine" for the legs [4]. - Weighing only 1.8 kg, the carbon fiber frame allows for a long battery life of up to 5 hours, making it lighter than a bottle of water [5]. Group 3: Commercialization and Market Potential - Shenzhen Kenwei Technology's VICX series is expected to sell over 100,000 units in 2025, while the "Qiyuan TR1" exoskeleton sold out in 15 seconds at a price of 2,500 yuan [6]. - Key technological advancements include a 60% cost reduction in metal components through 3D printing, modular designs for various applications, and solid-state battery technology extending usage to 8 hours [6]. Group 4: Market Opportunities - The global market for rehabilitation exoskeletons is growing at a 32% annual rate, with only 1% of 45 million spinal injury patients currently using such devices [7]. - In industrial settings, exoskeletons like EksoVest reduce shoulder fatigue by 80% and improve bolt installation efficiency by 30% [8]. - The industrial exoskeleton market is projected to reach $3.5 billion by 2030, with a compound annual growth rate of 38% [9]. Group 5: Aging Population and Economic Impact - With over 310 million people aged 60 and above in China, including 40 million with partial disabilities, exoskeletons are being developed to assist in mobility for the elderly [10]. - The market for elderly care exoskeletons in China is expected to exceed 20 billion yuan by 2030 [10]. Group 6: Challenges and Future Outlook - Current challenges include battery life limitations, with existing lithium batteries supporting only 4-6 hours of use, and the need for improved human-machine collaboration [11]. - Policy support is accelerating development, with the Chinese government prioritizing rehabilitation exoskeletons and reducing approval times for new products [12]. - Future innovations may include flexible exoskeletons that act like a second skin and AI-driven rehabilitation systems [13]. Group 7: Market Projections - The global exoskeleton market is projected to reach 68 billion yuan by 2030, marking the beginning of a significant technological revolution [14].

Core Viewpoint - The introduction of smart climbing aids, such as exoskeletons and smart knee braces, in popular tourist destinations like Huangshan, Taishan, Huashan, and Lushan enhances the hiking experience for visitors, allowing them to enjoy the scenery more easily [1] Group 1: Exoskeleton Technology - Taishan Scenic Area is one of the first in the country to offer exoskeleton robots for climbing assistance, which can help with walking, monitor health conditions, and provide emergency assistance and guided tours [6][7] - The exoskeleton robot weighs 1.2 kg, is made of carbon fiber, and can withstand a sudden load of 200 kg. It features an AI system that adjusts assistance based on pressure sensors and inertial navigation, saving 30% to 50% of the user's energy during steep climbs [7][10] - The rental service for these devices has been established at three locations within the scenic area, with over 100 units serving more than 3,000 visitors, of which 62% are elderly users [10] Group 2: Market Demand and Applications - The exoskeleton devices have gained significant attention, with live sales events attracting thousands of online viewers, indicating strong market interest [13] - The company behind the exoskeletons has developed various types of devices for different body parts, utilizing modular design and carbon fiber materials for comfort and ease of use [15] - The applications of exoskeleton technology extend beyond tourism, being used in agriculture for transporting tools, in elderly care to assist those with mobility issues, and in general labor to reduce the risk of back injuries [19]

Market Overview - The market experienced a mixed performance in April, with the Shanghai Composite Index closing down 0.23% while the Shenzhen Component and ChiNext Index rose by 0.51% and 0.83% respectively, indicating a volatile trading environment [3] - The trading pattern was characterized by small fluctuations, with a notable lack of significant movement, leading to calls for more volatility in May [3] Exoskeleton Robots - The exoskeleton robot concept saw a strong performance, with several stocks such as Tsinghua Tongfang and Zhenjiang Co. hitting the daily limit up [7] - The surge was catalyzed by an upcoming event where the first domestic intelligent hip assist exoskeleton would be launched, which was perceived as a significant driver for the sector [8] - Despite initial gains, the sector faced challenges, including a historical market downturn that affected leading stocks like Zhenjiang Co. [9] ST Stocks - The completion of annual and quarterly reports revealed a mixed performance among ST stocks, with 28 stocks hitting the daily limit down while 26 stocks reached the limit up [12] - Notably, Shuangcheng Pharmaceutical faced a significant drop, raising questions about market manipulation and investor behavior [13] - The volatility in ST stocks is expected to continue as the period of concentrated failures appears to be ending, allowing for potential speculative trading [18] Yong'an Pharmaceutical - Yong'an Pharmaceutical experienced a significant rise in stock price despite reporting a net loss of 4.36 million, a 115% year-on-year decline [20] - The company faced scrutiny over rumors regarding a dramatic increase in taurine prices, which were later deemed unfounded, leading to a rapid decline in stock price following a brief surge [21] Jiangsu Wuzhong - Jiangsu Wuzhong's stock saw a temporary spike before facing severe penalties due to significant disclosure violations, leading to consecutive daily limit downs [26] - The company's situation highlights the risks associated with speculative trading in the context of poor financial disclosures and market manipulation [28]

龙虎榜机构热股 | 上榜热股 | | 实时涨跌幅 ◆ 买/卖家数 ◆ 机构净买额 ◆ | | | --- | --- | --- | --- | | 宏景科技 301396.SZ | +3.78% | 4/5 | +7392.34万 | | 金麒麟 | | | | | 603586.55 | +10.03% | 2/0 | +5224.08万 | | 3日 | | | | | 南方精工 | +9.99% | 2/0 | +4939.94万 | | 002553.SZ | | | | 南方精工 龙虎榜显示，今日2家机构净买入5224万。 龙虎榜知名游资 一、外骨骼机器人 控股子公司海普曼机器人致力于外骨骼机器人的产品研发。 振江股份 个股龙虎榜 今天机构龙虎榜上榜30只个股，净买入15只，净卖出17只。当日机构买入最多的个股前三位是：宏景科 技（1.35亿）、金麒麟（4453万）、南方精工（3305万）。 探路者 个股龙虎榜 公司联合研发下肢外骨骼采用基于人因功效学的仿生结构设计，集成多模态传感器系统和智能化运动控 制算法，最终实现人机交互智能识别。 催化上，据智元研究院微信公众号消息，5月1日智元研究院将正式 ...

一、行情回顾 大小指数全天走势分化，沪指维持窄幅震荡，创业板指盘中涨超1%。机器人概念股再度爆发，南方精工、祥鑫科技、南京化纤等十余股涨停。算力概念股 延续强势，鸿博股份、川润股份、湖北广电等封板。芯片股震荡走高，冠石科技、瑞芯微涨停。下跌方面，电力股继续调整，华银电力尾盘跌停；银行股走 低，华夏银行跌超8%。个股涨多跌少，沪深京三市近3500股飘红，今日成交1.19万亿。 二、当日热点 1.机器人 机器人概念今日继续大涨，PEEK材料中欣氟材再度涨停，外骨骼机器人概念也发酵，中超控股、探路者、振江股份等相继涨停。 催化上，据智元研究院微信公众号消息，5月1日智元研究院将正式发布消费级外骨骼。 此外，近期不少景区都引入外骨骼装备，泰山、庐山、牛背山、武功山等。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- | | 中欣氟材 | 7天5板 | 21.37 | +9.98% | 11:13:09 | 28.08% | 61.61亿 | 1、国内氧化工精组 ...