| 688225 | 亚信安全 | -3.02 | 1.25 | -426.38 | | --- | --- | --- | --- | --- | | 600640 | 国脉文化 | -2.13 | 0.52 | -377.60 | | 003032 | *ST传智 | -0.33 | 2.69 | -286.67 | | 603859 | 能科科技 | -3.24 | 1.53 | -254.10 | | 002712 | 思美传媒 | -1.47 | 1.79 | -250.22 | | 300645 | 正元智慧 | -1.38 | 2.26 | -148.08 | | 605069 | 正和生态 | -0.58 | 21.22 | -108.16 | | 301313 | 凡拓数创 | -0.99 | 2.23 | -97.24 | | 603956 | 威派格 | -1.65 | 1.76 | -79.06 | | 300830 | 金现代 | -2.22 | 2.05 | -73.89 | | 688232 | 新点软件 | -1.66 | 0.76 | 134.58 | | 688590 | ...

Group 1 - The core viewpoint of the news is that the genetically modified (GM) concept sector has seen a rise of 1.23%, ranking 9th among concept sectors in terms of growth, with notable stocks like QiuLe Seed Industry, ShenNong Seed Industry, and KeQian Biology leading the gains [1][2] - Within the GM concept sector, 11 stocks experienced an increase, with QiuLe Seed Industry rising by 6.81%, ShenNong Seed Industry by 3.50%, and KeQian Biology by 3.46% [1][2] - Conversely, stocks such as Top Cloud Agriculture, BaTian Co., and QuanYin GaoKe faced declines, with decreases of 1.21%, 1.05%, and 0.65% respectively [1][2] Group 2 - The GM concept sector attracted a net inflow of 0.68 billion yuan from major funds today, with six stocks receiving net inflows [2][3] - ShenNong Seed Industry led the net inflow with 56.82 million yuan, followed by JinCheng Pharmaceutical with 49.62 million yuan, and NongFa Seed Industry with 15.39 million yuan [2][3] - The net inflow ratios for NongFa Seed Industry, JinCheng Pharmaceutical, and ShenNong Seed Industry were 11.08%, 6.54%, and 6.00% respectively, indicating strong interest from major funds [3] Group 3 - The trading performance of key stocks in the GM concept sector shows varying results, with ShenNong Seed Industry increasing by 3.50% and a turnover rate of 24.42% [3][4] - JinCheng Pharmaceutical saw a rise of 2.07% with a turnover rate of 11.93%, while NongFa Seed Industry had a modest increase of 0.31% and a turnover rate of 2.01% [3][4] - In contrast, stocks like Top Cloud Agriculture and BaTian Co. experienced declines of 1.21% and 1.05% respectively, with significant negative net fund flows [4]

华为盘古概念资金流出榜 截至5月15日收盘，华为盘古概念下跌3.76%，位居概念板块跌幅榜前列，板块内，酷特智能、科蓝软 件、新开普等跌幅居前。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | NMN概念 | 2.07 | 华为盘古 | -3.76 | | 合成生物 | 2.05 | DRG/DIP | -3.30 | | 宠物经济 | 1.98 | 华为昇腾 | -3.09 | | 中韩自贸区 | 1.96 | 智谱AI | -3.09 | | 乳业 | 1.67 | 数字货币 | -3.05 | | 维生素 | 1.55 | 财税数字化 | -3.05 | | 玉米 | 1.54 | 华为鲲鹏 | -3.05 | | 动物疫苗 | 1.28 | MLOps概念 | -3.04 | | 转基因 | 1.23 | 华为欧拉 | -3.02 | | 粮食概念 | 1.13 | 中国AI 50 | -2.97 | 资金面上看，今日华为盘古概念板块获主力资金净流出19.20亿元，其中，25股获主力资金净流出，10 ...

每经编辑｜程鹏 5月15日，市场全天震荡调整，创业板指领跌。截至收盘，沪指跌0.68%，深成指跌1.62%，创业板指跌1.91%。 市场热点较为杂乱，个股跌多涨少，截至5月15日收盘，全市场1417只个股上涨，涨停76只，下跌个股3916只，跌停13只。A股全市成交额1.19万亿元，较 上个交易日缩量1594.73亿元。 总体来看，合成生物概念股逆势大涨，金达威等多股涨停。食品等消费股一度反弹，西王食品涨停。ST板块再度走强，*ST建艺等20余股涨停。下跌方 面，算力概念股展开调整，宏景科技跌近10%。 盘面上，美容护理、NMN概念、合成生物、宠物经济、中韩自贸区、乳业、种植业与林业、维生素、饮料制造等板块涨幅靠前； | 美容护理 | NMN概念 | 合成生物 | | --- | --- | --- | | +6.46% | +2.07% | +2.05% | | 芭薇股份 +29.97% | 西壬食品 +10.07% | 芭薇股份 +29.97% | | 宠物经济 | 中韩自贸区 | 乳业 | | +1.98% | +1.96% | +1.67% | | 美农生物 +20.02% | 连云港 +10.08% ...

美容护理、NMN概念、合成生物、宠物经济板块涨幅居前，乳业、种业板块表现活跃，华为盘古、华为昇腾、数据确权板块走 低。 5月15日，三大股指集体收跌，上证指数报收3380.82点，跌0.68%；深成指报收10186.45点，跌1.62%；创业板指报收2043.25点， 跌1.91%。 盘面上，美容护理、NMN概念、合成生物、宠物经济板块涨幅居前，乳业、种业板块表现活跃，华为盘古、华为昇腾、数据确 权板块走低。 | 板块名称 | 涨幅号 | 主力金额 | 板块名称 | 涨幅4 | 主力金额 | | --- | --- | --- | --- | --- | --- | | 美容护理 | +6.46% | +5.647. | 华为盘古 | -3.76% | -18.99 Z | | NMN概念 | +2.07% | +4.31 Z | DRG/DIP | -3.30% | -4.93 7 | | 合成生物 | +2.05% | +10.89 7. | 华为异腾 | -3.09% | -34.6617 | | 宏物经济 | +1.98% | +2.39 乙 | 智谱AI | -3.09% | -33.83亿 | | ...

今天上午，A股市场出现新热点——麦角硫因概念，川宁生物（301301）（301301）、若羽臣（003010）、金达威（002626）、丽人丽妆（605136）等多 只概念股涨停。其中，川宁生物迎来"20CM"涨停。同时，受麦角硫因概念带动，美容护理板块大涨，合成生物板块上涨。 盘面上，两次出现"跷跷板"现象。早盘阶段，煤炭、银行等高股息资产走强，科技股回调，华为概念、AI等板块跌幅居前；随后，在美容护理板块带动 下，大消费逐步拉升，而高股息资产有所回落。 上午收盘，上证指数下跌0.42%，深证成指下跌1.12%，创业板指下跌1.35%。 麦角硫因概念上涨 5月8日晚间，科伦集团官方视频号发布一条麦角硫因胶囊的广告，视频中一男子展现出结实的肌肉线条。 这位男子为科伦药业（002422）董事长刘革新。5月14日，刘革新在科伦集团官方视频号上表示，将选择抗衰老赛道，开启继续科伦药业、科伦博泰、科 伦川宁生物后的第四次创业征程。 麦角硫因是什么？科伦药业子公司川宁生物官网介绍，麦角硫因是一种超强抗氧化剂，保护细胞免受破坏DNA的有害自由基侵害。 业内人士介绍，抗衰老产业可以分为医学赛道和非医学赛道，前者以基础医学研 ...

A股三大指数早盘集体下跌，截至午盘，沪指跌0.42%，深成指跌1.12%，创业板指跌1.35%，北证50指 数涨0.55%。全市场半日成交额7656亿元，较上日放量300亿元。全市场超3600只个股下跌。板块题材 上，美容护理、宠物经济、港口航运、化学纤维板块领涨；华为昇腾、云计算、跨境支付板块跌幅居 前。盘面上，港口航运板块早盘再度上涨，南京港（002040）、连云港、宁波海运（600798）、宁波远 洋（601022）3连板。美容护理板块盘中走高，洁雅股份（301108）20cm涨停。华为昇腾、云计算概念 股早盘震荡走低，宏景科技（301396）跌近10%。 ...

A股三大股指低开低走，创业板指跌幅扩大至1%，深证成指跌0.8%，沪指跌0.12%，华为概念股跌幅居 前。 ...

Core Viewpoint - The announcement of Seres' secondary listing in Hong Kong is seen as a significant event, especially with its projected revenue and profit growth in the electric vehicle sector for 2024, despite recent challenges in sales performance [1][2]. Financial Performance - In 2024, Seres is expected to achieve revenue of 145.2 billion yuan, a year-on-year increase of 305.04%, and a net profit of 5.946 billion yuan, up 342.72%, making it the fourth profitable electric vehicle company globally after Tesla, BYD, and Li Auto [2]. - In Q1 2025, Seres reported revenue of 19.15 billion yuan, a decline of 27.91% year-on-year, but net profit increased to 747.8 million yuan, a growth of 240.6% [6][7]. Sales and Market Dynamics - The sales volume of Seres' electric vehicles saw a significant decline in early 2025, with January sales down 51.39% year-on-year, February down 41.04%, and March down 32.19% [7]. - However, the launch of the new models, particularly the Wanjie M9, which sold 23,290 units in Q1 2025 (up 117.83%), helped maintain profitability despite overall sales declines [8]. Strategic Partnerships and Dependencies - The collaboration with Huawei is crucial for Seres, but there are concerns about the sustainability of this partnership as Huawei expands its collaborations with other brands [11][12]. - The potential dilution of benefits from Huawei's technology and marketing support poses a risk to Seres' competitive edge in the market [13][14]. Future Growth and Challenges - Seres plans to use 70% of its IPO proceeds for R&D, 20% for new marketing channels and overseas sales, and 10% for working capital [17]. - The company faces challenges in expanding its product line and entering new markets, particularly overseas, where brand recognition and financial stability are critical [19][21]. Conclusion - While Seres has short-term growth potential, its long-term outlook remains uncertain due to its reliance on Huawei and the competitive landscape in the electric vehicle market [10][14].

近期，软通动力信息技术（集团）股份有限公司（301236.SZ，下称"软通动力"）发布公告，拟向特定对象发行股票募资不超过33.78亿元。 公告显示，本次定增募资将用于京津冀软通信创智造基地、AIPC智能制造基地等项目建设，以推进"软硬一体、全栈智能"战略。 制图：佘诗婕 "华为概念股" 据悉，软通动力是国内领先的软件与信息技术服务商，主要提供端到端的软件与数字技术服务和数字化运营服务，通俗来讲，软通动力是一家 软件外包公司。 2022年3月15日，软通动力于深圳证券交易所创业板上市，发行股票6352万股，每股价格为72.88元，募集资金总额46.30亿元，扣除发行费用后 净额为43.42亿元，主要用于交付中心建设、行业数字化转型、研发中心等项目。 按行业分类，公司业务主要涉及高科技与制造、通讯设备、互联网与运营商、金融科技四大业务。在互联网行业方面，软通动力是阿里巴巴、 腾讯、百度、字节等互联网头部企业的信息技术服务核心供应商之一。 软通动力还是一只"华为概念股"，其与华为在鸿蒙、鲲鹏、昇腾方面都存在深度合作。 据软通动力描述，公司作为华为云核心战略伙伴、华为云盘古大模型首批合作伙伴，联合发布大模型推理行业 ...