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无人驾驶概念午后走低 博世科跌超10%
news flash· 2025-05-30 05:28
暗盘资金流向曝光!提前捕捉庄家建仓信号>> 无人驾驶概念午后走低,博世科(300422)跌超10%,光洋股份(002708)、东风股份(600006)、玉 禾田(300815)、万马科技(300698)、星网宇达(002829)、四川金顶(600678)等跟跌。 ...
尾盘!批量涨停!
证券时报· 2025-05-29 08:55
5月29日,A股主要股指全线走高,深证成指、创业板指涨超1%;港股大幅拉升,恒生指数涨超1%,恒生科技指数涨超2%。 具体来看,A股市场三大股指盘中强势上扬,北证50指数大涨近3%。截至收盘,沪指涨0.7%报3363.45点,深证成指涨1.24%报10127.2点,创业板指涨1.37%报 2012.55点,北证50指数涨2.73%,沪深北三市合计成交12136亿元,较此前一日增加近1800亿元。 场内超4400股飘红,半导体板块拉升,概伦电子、广立微20%涨停;创新药概念活跃,睿智医药、益方生物、舒泰神20%涨停,常山药业涨超15%再创新高;数据 要素概念崛起,雄帝科技、万马科技、天阳科技、朗新集团等20%涨停;无人物流车、环卫车等无人驾驶概念延续强势,玉禾田连续两日涨停,云内动力、通达电 气斩获4连板。 值得一提的是,久盛电气、拉卡拉、贝斯美、国芳集团、融发核电、赢通通讯、王子新材、东风科技、信雅达等多股尾盘拉升涨停。此外,东星医疗、安正时尚、 博瑞传播等尾盘一度涨停,后又打开。 港股方面,截至发稿,石药集团涨超12%,药明生物涨约10%,药明康德、华虹半导体涨近7%;老铺黄金盘中一度涨超9%,突破900港 ...
Sora概念(文生视频)板块走高 元隆雅图涨停
news flash· 2025-05-29 05:04
暗盘资金正涌入这些股票,点击速看>>> Sora概念(文生视频)板块走高,元隆雅图(002878)涨停,浙数文化(600633)、奥瑞德(600666)、 风语筑(603466)、华扬联众(603825)、博瑞传播(600880)等纷纷走高。 ...
5月29日|财经简报
Sou Hu Cai Jing· 2025-05-29 04:03
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%。
news flash· 2025-05-29 01:33
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 vs. Grifols: Which Plasma Therapy Stock Is the Better Buy?
ZACKS· 2025-05-28 15:06
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 ...
涨停潮!热门赛道大爆发!
Zheng Quan Shi Bao· 2025-05-28 04:55
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, ...
故宫博物院再开新展 一眼看尽千年彩画
Zhong Guo Xin Wen Wang· 2025-05-27 16:37
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 ...
收盘|沪指跌0.18%,农药股逆势走强
Di Yi Cai Jing· 2025-05-27 07:32
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 ...
机器人概念股绿的谐波控股股东拟减持,毛利率已连续下滑
Mei Ri Jing Ji Xin Wen· 2025-05-26 15:56
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]