5月23日午间涨停分析 智通财经5月23日电，今日午盘全市场共33股涨停，连板股总数6只，17股封板未遂，封板率为66%（不含ST股、退市股）。焦点股方面，机器人叠加核电概 念的中超控股15天9板，牛磺酸龙头永安药业8天6板，并购重组的滨海能源晋级5连板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 海森药业 | 2天2板 | 10.01% | 09:25 | 原料药 | | 001367 | | | | | | 众生药业 | 首板 | 10.02% | 09:25 | 创新药 | | 002317 | | | | 上市 | | 多瑞医药 | 首板 | 20.00% | 09:38 | 感冒药 | | 301075 | | | | | | 誉衡药业 | 首板 | 9.84% | 10:02 | 医药 | | 002437 | | | | | | 新天地 | | 18.13% | | 感冒药 | | 301277 | | | | +CRO | | 森萱医药 | | 15.07% | | 感冒药 | | 830946 | ...

证券代码： 301662 证券简称：宏工科技 2024 年，在新能源行业增速有所放缓的外部大环境下，公 司迅速调整经营策略，在巩固公司新能源业务市场地位的同 时，加大对非新能源领域的资源投入力度，将资源灵活转向食 药化塑等传统行业，以有效应对新能源行业的波动。2024 年度， 公司"其他产线及设备"收入同比增加 58.58%，占营业收入的 比重提升至 20.15%；非能源板块实现逆势增长的同时，其收入 占比也得到了稳步提升。 （二）降本增效，提升企业竞争力 公司对业务流程进行重组，实现了资源整合与成本优化， 进一步降低公司的运营成本；同时公司以 LMT 经理为核心，全 面拉通研发、设计、生产工艺、采购、质量及财务等各部门， 深入钻研产品细节与工艺，提升了产品质量与生产效率，有效 降低生产成本。2024 年，公司综合毛利率较上一年提升了 4.91 个百分点，其中，新能源产线及设备的毛利率较上一年提升了 5.60 个百分点；公司管理费用同比减少了 15.87%。 （三）积极开拓海外市场 近年来，公司紧盯大客户战略，依托大客户的国际化布局 成功实现了海外业务的拓展与飞跃。报告期内，公司以先进的 智能制造技术为核心驱 ...

Group 1: Company Strategy and Market Positioning - In 2024, the company adjusted its business strategy to strengthen its position in the renewable energy sector while increasing resource allocation to traditional industries like food and pharmaceuticals, resulting in a 58.58% year-on-year increase in revenue from "other product lines and equipment," which now accounts for 20.15% of total revenue [2] - The company aims to optimize customer and product structures, focusing on expanding the market share of non-renewable industries and establishing a dual-circulation business model to cater to both domestic and international markets [5] Group 2: Cost Reduction and Efficiency Improvement - The company restructured its business processes to achieve resource integration and cost optimization, leading to a 4.91 percentage point increase in overall gross margin and a 15.87% reduction in management expenses year-on-year [3] - The gross margin for renewable energy production lines improved by 5.60 percentage points compared to the previous year [3] Group 3: International Market Expansion - The company successfully expanded its overseas business, signing new domestic and international customer orders worth 220 million yuan in 2024 [3] - Future plans include further market development in non-renewable sectors while solidifying the renewable energy market [4] Group 4: Research and Development Focus - The company emphasizes a market-driven R&D approach, focusing on core equipment and control technologies necessary for automated material handling, aiming to maintain its technological advantage in the industry [6] - Key areas of investment include automation technology for material handling, with a focus on digitalization and intelligence [6] Group 5: Accounts Receivable Management - The company has intensified efforts to recover accounts receivable, achieving a net cash flow increase of 407.16% and 685.89% in 2024 and Q1 2025, respectively [14] - Continued focus on communication with clients and strict adherence to accounts receivable management protocols will be maintained to ensure timely collections [8] Group 6: Future Business Projections - The company plans to increase investment in the non-renewable sector, targeting a revenue share of approximately 40% from this segment by 2030 [15]

Group 1 - The China Passenger Car Association predicts that retail sales of narrow passenger vehicles in May will reach approximately 1.85 million units, representing an 8.5% year-on-year increase and a 5.4% month-on-month increase, with new energy vehicle sales expected to reach 980,000 units, maintaining a penetration rate of about 52.9% [1] - Xiaomi officially launched its first SUV, the Xiaomi YU7, which is positioned as a "luxury high-performance SUV," with a planned release in July and a price expected to be around 300,000 yuan, contrary to speculation of 199,000 yuan [1] - BYD's electric vehicle sales in Europe surpassed Tesla for the first time in April, with 7,231 new electric vehicle registrations, marking a 169% year-on-year increase, while Tesla's registrations fell by 49% [1] Group 2 - Changan Automobile plans to launch 35 new smart vehicles over the next three years, with a focus on core technology iterations in the battery sector, aiming for solid-state battery validation by 2026 and a total battery capacity of 75 GWh by 2025-2026 [3] - A new automotive company, Jiangsu High合汽车有限公司, was established with a registered capital of approximately $143 million, focusing on vehicle production and automotive parts research and development [4] - Mercedes-Benz announced the establishment of its North American headquarters and a new R&D facility in Atlanta, consolidating key functions and transferring up to 500 jobs to the area [5] - Tesla's CEO Elon Musk expressed the company's willingness to license its Full Self-Driving (FSD) technology to other automakers, indicating ongoing discussions with several companies [5]

Market Overview - US stock indices showed a mixed performance with the Dow Jones remaining flat, S&P 500 down 0.04%, and Nasdaq up 0.28% [1] - Apple experienced a seven-day decline, while Tesla rebounded nearly 2% [1] - The solar sector faced a significant drop, with Sunrun falling 37% due to the cancellation of key clean energy tax credits [1] - Fannie Mae saw an increase of over 50%, while nuclear power stocks like Oklo rose more than 10% after hours [1] Cryptocurrency - Bitcoin reached an all-time high, approaching $112,000 for the first time [3] Commodities - Crude oil prices fell over 2%, marking a third consecutive decline [4] - Gold hit a near two-week high before dropping more than 1% [4] Automotive Industry - BYD's electric vehicle sales in Europe surpassed Tesla for the first time in April [5] Technology Developments - Apple is intensifying its AI initiatives, planning to launch smart glasses by 2026 and halting the development of camera-equipped smartwatches [6] - OpenAI announced an expansion of its data center in Abu Dhabi and is considering further expansion into the Asia-Pacific region [7] - Anthropic released Claude 4, touted as the "world's strongest programming model," demonstrating stable performance over seven hours [8] Domestic Financial Developments - The Financial Regulatory Bureau plans to approve a third batch of insurance fund long-term investment reform pilots, with a scale of 60 billion yuan [9] - The central bank will focus on supporting top-tier equity investment institutions in issuing bonds within the "technology board" of the bond market [10] - The central bank conducted a 500 billion yuan MLF operation with a one-year term on May 23 [11] Industry Insights - The National Development and Reform Commission is conducting research on the photovoltaic industry in Henan and Jiangsu provinces [12] - The China Automotive Engineering Society released a group standard for solid-state battery identification methods, defining solid-state batteries for the first time [13] New Product Launches - Xiaomi announced the launch of the Xiaomi 15S Pro, Pad 7 Ultra, and Watch S4, all featuring the company's self-developed Xuanjie chip, set to compete with Apple [14] Market Trends - Securities firms noted a shift in market dynamics, indicating that high-dividend stocks are performing well, while thematic stocks are lagging [16] - AI technology is expected to enhance advertising growth through more precise content recommendations and improved ad material creation efficiency [17] Elevator Industry - The State Administration for Market Regulation is seeking public opinion on a draft notice regarding the update of old residential elevators, emphasizing safety and quality standards [19] - The old elevator update market is projected to grow significantly, driven by policy incentives and increasing demand for safety upgrades [20] New Stock Offerings - Zhongce Rubber is set to launch a new stock offering at a price of 46.5 yuan per share, requiring a minimum subscription value of 260,000 yuan [21] Company Announcements - Lizhu Group plans to acquire a 64.81% stake in Vietnam's IMP Company for approximately 1.587 billion yuan, a leading pharmaceutical firm [22] - Various companies, including Demais and Hongchuang Holdings, announced significant acquisitions and strategic partnerships [23] Historical Highs - Several companies reached historical highs, including Huibo Yuntong and Luyou Technology, with notable percentage increases [24] Unlocking of Shares - A list of companies with significant share unlocks on May 23 includes Yantian Port and Dongtianwei, with varying unlock ratios and values [25]

New Energy Vehicles - BYD's pure electric vehicle sales in Europe surpassed Tesla for the first time in April [2] - Changan Automobile plans to launch 35 smart new vehicles in the next three years, aiming for solid-state battery validation by 2026 [3] - Xiaomi's automotive division aims to deliver a cumulative total of 258,000 vehicles by 2025, with over 28,000 delivered in April [3] - Xiaomi launched its first SUV, the Xiaomi YU 7, which accelerates from 0 to 100 km/h in 3.23 seconds and has a top speed of 253 km/h [3] Integrated Circuits (Chips) - TSMC and other manufacturers are advocating for the U.S. Department of Commerce to exempt semiconductor-related tariffs [1] - Intel has launched the new Xeon 6 series processors, with one model already being used as the main CPU for NVIDIA's DGX B300 [1] - Xiaomi's flagship processor, the Xuanjie O1, features a 16-core GPU and has achieved a benchmark score exceeding 3 million [1] Artificial Intelligence - Anthropic has released new AI models, Claude 4 Opus and Claude 4 Sonnet [3] - G42, OpenAI, Oracle, NVIDIA, SoftBank Group, and Cisco announced a collaboration to build the "Interstellar Gateway" data center in the UAE [3] Other Developments - Xiaomi plans to double its R&D investment to 200 billion over the next five years, with Lei Jun stating that Xiaomi's chips will compete with Apple's [3] - Lenovo Group projects a total revenue of $69.08 billion for the fiscal year 2024/2025 [3] - The U.S. Federal Trade Commission has dropped its lawsuit regarding Microsoft's $69 billion acquisition of Activision Blizzard [3]

出品丨虎嗅汽车组 作者丨李赓 头图丨视觉中国 （注：头图为前天在港交所发言的宁德时代创始人、董事长兼CEO曾毓群） 前天早上，宁德时代再次完成了个大里程碑：正式登陆港交所，获授全新港股代码03750。上市首 日，宁德时代股价表现强劲，涨幅达16.43%，市值一度攀升至1.39万亿元。 作为2023年迄今全球最大IPO、过去四年最大香港IPO。宁德时代这次上市募资净额约为353亿港 元，在基石认购吸引了中石化、科威特投资局、高瓴资本、高毅资产、瑞银、橡树资本、未来资产、 加拿大皇家银行、太保、泰康、博裕、景林等一批全球知名公司和资本参与认购。 虽然很顺利，但这次的公开募资行为，显然与宁德时代这些年大众心目中的"有钱"人设形成了鲜明 对比。 根据公开的财务资料数据，宁德时代的"货币资金 （现金银行存款） "从2022年至今一直保持增长， 今年一季度已经来到超过3200亿元。部分体现宁德时代经营趋势和现金情况的"自由现金流 （满足所 有运营和资本支出需求后，能够自由支配的现金流量） "指标更是屡创新高，今年一季度来到超过 1500亿元。 为什么宁德时代这么有钱，还需要再次募资？募资背后宁德时代自己是怎么考量的？宁德 ...

Major Companies - Xiaomi officially launched its first SUV, the Xiaomi YU 7, positioning it as a "luxury high-performance SUV" during the company's 15th anniversary strategic product launch event [1] - Changan Automobile plans to introduce 35 new smart vehicles over the next three years, with solid-state battery validation expected by 2026 [2] - Tian Tie Technology signed a strategic cooperation framework agreement with Xin Jie Energy to collaborate on solid-state battery lithium metal anode materials [3] - BOSS Zhipin reported Q1 2025 revenue of 1.923 billion yuan, a year-on-year increase of 12.9%, exceeding market expectations [4] - Four Leaf Coffee launched a "Caffeine Traffic Light Plan" to categorize caffeine content in over 20 products [5] - Huawei's MateBook Fold received over 101,000 reservations, with the company having registered the "MATE FOLD" trademark in 2018 [6] - 126 types of agricultural products from Central and Eastern European countries have gained access to the Chinese market, with bilateral trade reaching $142.27 billion in 2024, a 6.3% increase year-on-year [7] Investment and Financing - Reliance Industries plans to launch a solar photovoltaic module factory this year to meet clean energy production demands [8] - Beijing Lotus Bloom Technology Consulting completed a 5 million yuan angel round financing to enhance its debt service system and expand its professional team [8] - Honor announced its Alpha strategy, planning to invest over 70 billion yuan in building a comprehensive AI ecosystem over the next five years [9] New Products - JD Industrial launched the Joy Industrial, the first industrial model centered on supply chains, targeting various vertical industries [10] - Meinian Health Group partnered with Alibaba's Damo Academy to explore multi-cancer screening using AI technology [10] Industry Insights - JPMorgan CEO Jamie Dimon reaffirmed the bank's commitment to long-term investment in China, highlighting recent technological advancements in the country [11] - Baidu's autonomous driving division aims for global scale deployment, having recently entered Dubai and Abu Dhabi for autonomous vehicle testing [11] Other Noteworthy News - The China Securities Regulatory Commission is optimizing the domestic listing environment for tech companies, supporting quality red-chip tech firms to return to the domestic market [12] - The People's Bank of China reported nearly 100 institutions have issued technology innovation bonds, exceeding 250 billion yuan [12]

明日主题前瞻 1、AI伴侣 | 据智通财经报道，OpenAI日前宣布以65亿美元全股收购由苹果前首席设计师JonyIve创立的AI硬件初创公司io，并计划推出一款革命性的AI"伴 侣"设备，目标在2026年底前发货1亿台。这款设备旨在成为一款环境感知智能体，可放置在口袋或书桌上，通过多模态AI（结合语音、视觉和上下文理解） 无缝融入用户日常生活。设备将超越传统智能手机，提供更直观、自然的交互体验，例如通过环境感知回答问题或主动提供生活建议。 点评：分析认为，在大模型技术的加持下，AI陪伴产品具备更强的互动沉浸感和趣味性，可更好的满足用户情绪价值需求及生活服务等多场景需求，为社 交陪伴带来更多的可能性。消费者对情感陪伴和智能化体验需求不断提升的驱动下，AI陪伴产品市场正加速爆发。根据贝哲斯咨询，2023年全球陪伴机器 人市场规模为750亿元，预计2029年达到3043亿元，2024-2029年CAGR达25.56%。随着后续OpenAI现象级AI伴侣产品的推出，AI硬件产品市场望迎来奇点 时刻。 2、固态电池 | 5月22日，中国汽车工程学会正式发布《全固态电池判定方法》团体标准，首次明确了全固态电池的定义，解 ...

证券代码：839719 证券简称：宁新新材 公告编号：2025-047 江西宁新新材料股份有限公司 投资者关系活动记录表 □路演活动 √其他 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 问题 2：贛州市资源丰富，成熟企业也多，公司是否会考虑引入战略投资者， 或资产重组？ 二、 投资者关系活动情况 活动时间：2025 年 5 月 21 日 15:30-17:00 活动地点：公司在全景网"全景路演"（http://rs.p5w.net）互动平台与投 资者互动交流。 参会单位及人员：通过网络方式参与"2025 年江西辖区上市公司投资者网 上集体接待日活动"互动交流的投资者。 上市公司接待人员：公司董事长邓达琴女士；公司财务总监邓聪秀女士；公 司副总经理、董事会秘书田家利先生。 三、 投资者关系活动主要内容 问题 1：关于固态电池材料项目进展怎么样？固态电池这一块是否为公司今 后发展的大方向？ 回答： ...