Group 1: A-Share Market Dynamics - The A-share market suggests maintaining a dual allocation in technology and consumption sectors, with technology growth (e.g., Zhongke Shuguang, Beifang Huachuang) and consumption recovery (e.g., Midea Group, Aimeike) outperforming the market, while trading volume remains below 1.1 trillion yuan, limiting rebound potential [2] - The China Banking and Insurance Regulatory Commission plans to approve a 60 billion yuan pilot for long-term insurance investments, increasing the total scale to 222 billion yuan, with new participation from small and medium-sized insurance companies to reduce market volatility [2] - The China Securities Regulatory Commission is intensifying regulation to strictly punish illegal share reduction behaviors, particularly those that disrupt market order [3] Group 2: Sector Performance - The pesticide sector surged due to an explosion at Shandong Youdao Chemical, leading to the world's largest chlorantraniliprole producer halting production, resulting in an 80% global supply shortage, causing A-share pesticide stocks (e.g., Zhongqi Co., Zhongnong United) to hit the daily limit [4] - The new consumption concept is active, with Hong Kong's "three golden flowers" (Pop Mart, Mixue Ice City, Laopu Gold) surpassing a total market value of 640 billion HKD, while A-share consumption stocks are boosted by policy stimuli (e.g., Henan consumption stimulus plan) and the anticipation of the 618 e-commerce promotion [4] - The robotics industry chain is experiencing a boom, with Honor announcing its entry into the robotics business, showcasing a robot capable of running at 4m/s, and DJI's sweeping robot expected to be mass-produced and released in June [4] Group 3: International Finance and Policy - The Federal Reserve's May meeting minutes reveal concerns among officials about tariffs exacerbating inflation, indicating a challenging balance between rising inflation and unemployment rates, leading to cautious interest rate cut expectations [5] - OPEC+ has decided to extend its oil production cut agreement until the end of 2026, with a potential increase of 411,000 barrels per day in July, putting downward pressure on international oil prices by 1% [5] Group 4: Technology and Industrial Innovation - Akool has launched the world's first real-time AI video generation camera, supporting multilingual translation and virtual digital human generation with a delay of only 500 milliseconds [7] - The release of the group standard for solid-state batteries, titled "Method for Determining All-Solid-State Batteries," aims to promote technological standards and industry upgrades, reshaping the market competition landscape [8] - The expected addition of 280 million kilowatts of wind and solar power generation capacity in 2025 indicates a continuous enhancement of renewable energy supply capabilities [9] Group 5: Other Significant Events - The gold market is experiencing fluctuations due to the Federal Reserve's policy divergence and tariff negotiations, with Goldman Sachs predicting that central bank gold purchases may drive prices up to 4,000 USD per ounce [10] - The Trump administration's supportive signals for cryptocurrency policies have boosted market activity ahead of the Bitcoin 2025 conference, although there are concerns about contract expiration risks [10] - The State Council is gradually lifting restrictions on the purchase of new energy vehicles, promoting energy-saving and carbon reduction actions, with a target for non-fossil energy consumption to reach 20% by 2025 [10]

港股苹果概念股走强，高伟电子(01415.HK)涨近6%、瑞声科技(02018.HK)涨4.47%、舜宇光学科技 (02382.HK)、丘钛科技(01478.HK)涨3.51%。 ...

ADMA Biologics (ADMA) and Grifols (GRFS) are leading producers of plasma-derived therapies, specializing in immunoglobulin treatments for immunodeficiencies and other conditions.ADMA Biologics markets plasma-derived biologics for the treatment of immune deficiencies and the prevention of certain infectious diseases.Grifols is a leader in essential plasma-derived medicines and transfusion medicine. The company develops, produces, and provides innovative healthcare services and solutions in more than 110 coun ...

28日早盘，A股维持窄幅震荡走势；港股冲高回落，两大股指小幅下挫。 具体来看，三大股指盘中震荡回落，随后发力拉升。截至午间收盘，沪指微涨0.07%报3342.93点，深证成指跌0.04%报 10025.31点，创业板指涨0.02%报1992.13点，沪深北三市合计成交6679亿元。 会稽山27日晚间提示，公司目前生产经营活动正常，公司所处的市场环境、行业政策未发生重大调整，生产成本和销 售等情况没有出现大幅波动；公司及全资、控股子公司生产经营秩序一切正常，不存在影响公司股票交易价格异常波 动的应披露而未披露的重大信息。公司股票价格近期波动幅度大，请广大投资者注意二级市场交易风险，理性投资。 此外，欢乐家20%涨停，均瑶健康斩获3连板，百润股份涨近4%。 场内近3500股飘绿，医药、地产、券商等板块走低；宠物经济概念回落，天元宠物、美农生物跌近10%。无人物流车 概念活跃，德邦股份连续两日涨停，飞力达涨超8%；无人环卫车概念亦拉升，玉禾田一度涨停，启迪环境、侨银股份 等均涨停；核电概念再度爆发，融发核电连续4日涨停，长城电工、汇金通斩获3连板；值得注意的是，"新消费"概念 延续强势，会稽山连续3日涨停续创新高， ...

值得一提的是，作为展中展的"中国官式彩画图案艺术设计创意人才培训"成果展，将现代审美融入彩 画，打造官式建筑彩画图案艺术的年轻态，手环、丝巾、摆件等文创产品令人耳目一新。 据悉，展览将持续至8月26日。(完) 此次展览荟萃了故宫博物院、敦煌研究院、中国文化遗产研究院、清华大学建筑学院"中国营造学社纪 念馆"、天津大学建筑学院等多家博物馆、科研机构与高校的珍贵藏品与学术成果，并第一次提出"大彩 画"的学术概念，将敦煌莫高窟唐宋时期的藻井彩画、壁画边饰与窟檐彩画等与故宫明清官式彩画串联 成一个有机的整体，打通了中国官式彩画发展演变的历史脉络。 展览注重从平面到立体全方位展示作为空间装饰艺术的建筑彩画。展品形式多样，涵盖彩画临摹品、小 样、复原图及彩画斗栱模型，如故宫博物院藏彩画名家何文奎、张德才绘制的明清彩画精品小样，首次 展出的展品包括中国官式建筑彩画泰斗王仲杰的彩画研究成果、清华大学建筑学院"中国营造学社纪念 馆"收藏的梁思成手绘朱启钤批注的宋《营造法式》彩画研究珍贵草图五幅(复制品)等。 现场还展示了故宫古建部团队"彩画作营造技艺复原工艺"的研究成果，以故宫清代永寿宫和玺彩画、文 渊阁苏式彩画工艺为例，从工 ...

贵金属板块低迷，CPO、消费电子、PEEK材料、机器人板块跌幅居前。农药股午后逆势走强，新消费 概念活跃，培育钻石、化纤、创新药、养殖板块涨幅居前。 5月27日，A股三大股指集体收跌，沪指报收3340.69点，跌0.18%；深成指报收10029.11点，跌0.61%； 创业板指报收1991.64点，跌0.68%。 盘面上，贵金属板块低迷，CPO、消费电子、PEEK材料、机器人板块跌幅居前。农药股午后逆势走 强，新消费概念活跃，培育钻石、化纤、创新药、养殖板块涨幅居前。 | 板块名称 | 涨幅量 | 主力净量 | 主力金额 | 板块名称 | 涨幅金 | 主力净量 | 主力金额 | | --- | --- | --- | --- | --- | --- | --- | --- | | 草甘麟 | +6.09% | 2.88 | +6.62 7. | 贵金属 | -2.75% | -1.18 | -5.0917. | | 农化制品 | +3.79% | 1.30 | +7.347. | 小金属 | -1.62% | -1.31 | -4.56亿 | | 影 | +3.55% | 0.97 | +2.4377 | 同 ...

Core Viewpoint - The leading company in the robotics sector, Greentech Harmonic, announced a share reduction plan by its controlling shareholders, which is not expected to significantly impact the company's governance or ongoing operations [1] Company Overview - Greentech Harmonic specializes in key components for robotics, including harmonic reducers, planetary roller screws, and precision parts, which are critical for the value of robots [1] - The company is focusing on lightweight technology breakthroughs for harmonic reducers, achieving over 30% weight reduction while developing micro harmonic reducers suitable for dexterous hands [2] Financial Performance - Despite an increase in sales volume of harmonic reducers, the company's gross margin has been declining, with gross margins recorded at 48.69%, 41.14%, and 37.54% for the years 2022, 2023, and 2024 respectively [3] - The gross margin for industrial and service robot components in 2024 is projected at 36.60%, a decrease of 4.42 percentage points year-on-year [3] - The sales volume of harmonic reducers is expected to reach 246,500 units in 2024, reflecting a year-on-year increase of 16.56% [3] Market Trends - The Asian market, particularly China, is identified as the largest growth engine for industrial robots, driven by expansions in strategic industries such as new energy vehicles, lithium batteries, and photovoltaics [4] - The service robot market is anticipated to grow rapidly due to changes in global demographics, with applications expanding in various fields [4] Strategic Outlook - Greentech Harmonic remains optimistic about the industrial automation and robotics industry, aiming to become a leading global supplier of core transmission components and assemblies for robots and intelligent equipment [5]

每经编辑｜万清澄 据了解，2025年，平安人寿提出"S4C"理念，通过DeepSeek大模型与多模态技术的深度融合，实现了从 产品设计、人才培育到服务终端的全链路智能化再造。这种以客户价值为中心的科技赋能模式，突破了 传统金融科技"单点突破"的局限性，形成了具有生态价值的创新矩阵。 记者 潘婷 数字化浪潮席卷金融领域的时代背景下，科技创新的突破尤为重要。在保险领域，险企深耕科技又有新 进展，平安集团在"综合金融+医疗养老双轮并行、科技驱动"的战略引领下，持续深化科技应用创新， 斩获多个重磅奖项，打造金融行业数字化转型的标杆样本。 近日，在中国信息通信研究院组织的"DeepSeek+"软件创新应用案例评选中，平安人寿凭借"AI训练 师""代理人AskBob""AI理赔专家"三大创新项目，成为同期唯一斩获三项国家级认证的企业。此外，平 安创展"创小保AI助手"获评"双鱼奖·2024年度保险创新产品"，平安科技、平安人寿联合申报的智能语 音交互技术项目荣获深圳市计算机学会科学技术奖。 平安集团多年来建立的全体系AI能力，正全面支持其业务各环节发展。高盛、摩根士丹利、瑞银等多 家机构对此表示看好。AI正重塑平安发展的 ...

1、行情 市场普遍小幅下跌的一天。 题材方面，跨境电商板块开盘局部脉冲，安正时尚、东贝集团、青岛金王（炸）、爱仕达（炸）纷纷直线拉板，北鼎股份、星徽股份、新华 锦、三态股份、跨境通、赛维时代等集体脉冲，但整体呈现冲高回落； HVDC概念局部走强，中恒电气高开秒板，中超控股、海特高新、万控智造（炸）、动力源（炸）涨停，顺钠股份、茂硕电源、欣锐科技、欧 陆通、麦格米特、泰永长征等纷纷开盘走强（里面有不少是混子概念）； Chatgpt、AI玩具概念午后发力，昆仑万维20CM涨停，鸿博股份、优刻得、汤姆猫、海天瑞声、实丰文化、广和通、宏景科技等局部走强； 此外，银行、游戏等有局部小幅表现，强势股、宠物经济、消费等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收跌0.22%、0.72%、0.96%，市场超4400股下跌，仅800余股上涨。 2、HVDC 今天市场整体回落。 盘中看到一个整理概念的小表格还挺有意思。 4月底至今，概念从PEEK、外骨骼机器人、磁悬浮压缩机，到海陆空大乱斗、航运、麦角硫因，再到AEBS、重组2.0、新消费大轮动。 再到今天……应该是学不动了！ 虽然挺好笑的，但市场却没有放弃，今天还是学了新 ...

近期市场上有只机器人PEEK概念强势股，短短10个交易日，股价涨幅接近翻倍！同时，一种叫做MXD6的材料，被证实性能接近PEEK塑料，但价格仅为 PEEK的1/3，也在进入大众的视野！ 这家公司属于人形机器人的PEEK概念分支，PEEK就像塑料中的"特种兵"，由特殊的分子结构组成，这种结构让它既像金属一样坚固，又能像塑料一样轻 便，还能承受高温和腐蚀。比如，PEEK的强度接近铝合金，但重量只有金属的1/4。比如用它做汽车齿轮，比金属齿轮更轻、更安静。除了浓硫酸，几乎不 怕任何酸、碱、油甚至消毒药水，医院里反复高温消毒的手术器械，很多是PEEK做的。 PEEK材料在人形机器人领域潜在应用空间宽广： 一、什么是PEEK？ 1、PEEK齿轮和轴承应用于人形机器人的关节部位，可以提供稳定的传动和支撑，PEEK的自润滑性（类似涂了油的齿轮）能减少摩擦，让关节转动更顺 滑，同时耐磨性强。 2、PEEK骨架应用于人形机器人的躯体和四肢，相比金属材料能够减重40%，同时保持足够的强度和刚性，满足机器人的负载和灵活性需求。比如，一台58 公斤的机器人用PEEK骨架，重量可降至35公斤左右，大幅提升灵活性。 3、在减速器、丝杠等 ...