Group 1 - The supply and marketing cooperative concept index declined by 0.53%, ranking among the top declines in concept sectors as of May 29 [1] - Within the supply and marketing cooperative sector, companies such as Zhongnong United, Gongxiao Daji, and Huilong Co. experienced significant declines, while New Power Financial, Wanrun Co., and Zhejiang Agricultural Co. saw increases of 2.71%, 1.90%, and 1.33% respectively [1] - The supply and marketing cooperative sector experienced a net outflow of 448 million yuan in main funds today, with Gongxiao Daji leading the outflow at 300 million yuan [2] Group 2 - The top gainers in the supply and marketing cooperative sector included New Power Financial with a 2.71% increase and Tianhe Co. with a 0.89% increase, while Gongxiao Daji saw a 3.13% decrease [3] - The main funds net inflow leaders were Dunhuang Seed Industry, Tianhe Co., and New Power Financial, with net inflows of 6.14 million yuan, 5.14 million yuan, and 3.60 million yuan respectively [3] - The supply and marketing cooperative sector's outflow list included Gongxiao Daji, Huilong Co., and Hunan Development, with outflows of 300 million yuan, 127.5 million yuan, and 2.03 million yuan respectively [2]

Market Performance - On May 29, A-shares saw all three major indices rise, with the Shanghai Composite Index increasing by 0.7% to 3363.45 points, the Shenzhen Component Index rising by 1.24% to 10127.2 points, and the ChiNext Index up by 1.37% to 2012.55 points [1] - Sectors that performed well included digital currency, electronic ID, and data rights confirmation, while sectors such as seasoning concepts, Kirin batteries, and gold concepts experienced declines [1] Fund Manager Changes - In the past 30 days (April 29 to May 29), 498 fund products experienced changes in fund managers, with 14 announcements made on May 29 alone. Six fund managers left due to job changes [3] - Notable fund managers include Qiu Hongli from China Ocean Fund, managing assets of 400 million yuan, with a highest return of 111.10% over 5 years and 263 days on the China Ocean Mixed Reform Dividend Mixed A fund [3] - Yuan Hang from Penghua Fund, managing assets of 5.638 billion yuan, achieved a return of 208.00% over 10 years and 209 days on the Penghua Advanced Manufacturing Stock fund [3] Fund Research Activity - In the last month, Huaxia Fund conducted the most company research, engaging with 80 listed companies, followed by Jiashi Fund and Boshi Fund, each with 78 companies [5] - The most researched industry was specialized equipment, with 391 instances, followed by chemical products with 319 instances [5] - The most focused stock in the past month was Zhaowei Electromechanical, with 88 fund management companies participating in the research [6] Recent Research Trends - In the last week (May 22 to May 29), the company with the highest number of fund research engagements was Anjisi, with 32 fund institutions involved [6] - Other notable stocks included Huafeng Technology and Xidiwei, with 30 and 19 fund institutions respectively [6]

Core Insights - The EDR concept has seen a significant increase of 4.75%, ranking fifth among concept sectors, with 19 stocks rising, including notable gainers like Derun Electronics and Qiming Information, which hit the daily limit up [1][2] Market Performance - The top-performing concept sectors today include: - Digital Currency: +6.50% - Electronic ID: +5.62% - Cross-border Payment (CIPS): +5.33% - Mobile Payment: +5.30% - EDR Concept: +4.75% [2] Capital Flow - The EDR concept sector experienced a net inflow of 752 million yuan, with 17 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow. The leading stock in net inflow is Xingmin Zhitong, with 165 million yuan [2][3] - The top stocks by net inflow rate include: - Qiming Information: 39.59% - Derun Electronics: 34.86% - Xingmin Zhitong: 34.76% [3] Stock Performance - Key stocks in the EDR concept and their performance: - Xingmin Zhitong: +9.97%, turnover rate 10.33%, net inflow 164.89 million yuan - Qiming Information: +10.02%, turnover rate 4.64%, net inflow 140.35 million yuan - Derun Electronics: +10.09%, turnover rate 8.60%, net inflow 109.55 million yuan [3][4]

Core Viewpoint - The data rights concept has shown a significant increase, with a rise of 4.64%, ranking sixth among concept sectors, indicating strong market interest and investment potential in this area [1][2]. Market Performance - As of May 29, the data rights concept saw 57 stocks increase in value, with notable performers including Lakala and Sifang Jingchuang, both reaching a 20% limit up. Other significant gainers included Zhongke Jincai and Jinqiao Information, which also hit the limit up [1]. - The top gainers in the data rights sector included Youbuxun, Jiechuang Intelligent, and Shencheng Jiao, with increases of 14.13%, 13.15%, and 9.84% respectively [1]. Capital Flow - The data rights concept attracted a net inflow of 2.677 billion yuan from main funds, with 39 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow. Sifang Jingchuang led with a net inflow of 661 million yuan [2][3]. - The stocks with the highest net inflow ratios included Jinqiao Information, Sifang Jingchuang, and Zhongke Jincai, with net inflow ratios of 29.88%, 21.65%, and 20.86% respectively [3]. Sector Comparison - The data rights concept's performance is notable compared to other sectors, with digital currency leading at a 6.50% increase, followed by electronic ID and cross-border payment concepts, which also showed strong gains [2].

Core Viewpoint - The fiscal and tax digitalization concept has seen a significant increase, with a rise of 4.45%, ranking 7th among concept sectors, indicating strong market interest and investment potential in this area [1][2]. Group 1: Market Performance - As of May 29, the fiscal and tax digitalization sector had 65 stocks rising, with notable performers including ShenZhou Information, TianDi Online, and ZhongKe JinCai reaching their daily limit up [1]. - The top gainers in this sector included JieChuang Intelligent, YongXin ZhiCheng, and ChangLiang Technology, with increases of 13.15%, 9.81%, and 9.79% respectively [1]. Group 2: Capital Inflow - The fiscal and tax digitalization sector attracted a net inflow of 1.407 billion yuan from major funds, with 40 stocks receiving net inflows [2]. - ZhongKe JinCai led the net inflow with 198 million yuan, followed by ChangLiang Technology and KeLan Software, each with 152 million yuan [2][3]. Group 3: Stock Performance Metrics - The stocks with the highest net inflow ratios included TianDi Online, ZhongKe JinCai, and ShenZhou Information, with net inflow ratios of 29.57%, 20.86%, and 18.26% respectively [3]. - The performance metrics for key stocks in the fiscal and tax digitalization sector showed significant trading activity, with ZhongKe JinCai achieving a trading turnover rate of 13.84% and ChangLiang Technology at 10.33% [3].

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 数字货币 | 6.50 | 草甘膦 | -1.65 | | 电子身份证 | 5.62 | 黄金概念 | -0.66 | | 跨境支付(CIPS) | 5.33 | 供销社 | -0.53 | | 移动支付 | 5.30 | 代糖概念 | -0.37 | | EDR概念 | 4.75 | 社区团购 | -0.27 | | 数据确权 | 4.64 | 乳业 | -0.26 | | 财税数字化 | 4.45 | 培育钻石 | -0.19 | | Web3.0 | 4.43 | 超级品牌 | -0.18 | | 华为鲲鹏 | 4.24 | 赛马概念 | 0.22 | | 蚂蚁金服概念 | 4.21 | 可燃冰 | 0.24 | 资金面上看，今日蚂蚁金服概念板块获主力资金净流入23.88亿元，其中，42股获主力资金净流入，9股 主力资金净流入超亿元，净流入资金居首的是华峰超纤，今日主力资金净流入3.10亿元，净流入资金居 前的还有海联金汇、雄帝科技、金桥信息等，主力资金分别净流入2.88亿元、2. ...

Group 1 - The Web3.0 concept index rose by 4.43%, ranking 8th among concept sectors, with 58 stocks increasing in value [1] - Notable gainers in the Web3.0 sector included Sifang Jingchuang, which hit the daily limit up of 20%, and other stocks like Tiandi Online, Zhongke Jincai, and Hongbo Co., which also saw significant increases [1][2] - The sector experienced a net inflow of 2.455 billion yuan, with 35 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [2] Group 2 - The top stocks by net inflow in the Web3.0 sector included Sifang Jingchuang with a net inflow of 661 million yuan, followed by Hongbo Co. and Zhongke Jincai, each with net inflows of 468 million yuan and 198 million yuan respectively [2][3] - The highest net inflow ratios were observed in Yuanlong Yatu, Jinqiao Information, and Tiandi Online, with net inflow ratios of 33.45%, 29.88%, and 29.57% respectively [3][4] - Stocks like Tiandi Online and Xianjin Shuyuan also showed strong performance with daily increases of 10.01% and 8.28% respectively [4][5]

Group 1 - The electronic ID concept sector rose by 2.60%, ranking 7th among concept sectors, with 38 stocks increasing, including Yuanwanggu hitting the daily limit, and Mind Electronics, Kexin Information, and Xiongdi Technology showing gains of 8.09%, 7.32%, and 5.33% respectively [1][2] - The sector experienced a net outflow of 51 million yuan in main funds, with 17 stocks receiving net inflows, led by Yuanwanggu with a net inflow of 71.37 million yuan [2][3] - The top three stocks by net inflow ratio were Yuanwanggu at 66.30%, Hanwang Technology at 6.06%, and Xinan Century at 5.68% [3][4] Group 2 - The electronic ID concept sector's performance was contrasted with other sectors, such as controllable nuclear fusion which rose by 5.14%, while generic drug consistency evaluation fell by 1.55% [2] - The trading volume and turnover rates varied among stocks, with Yuanwanggu showing a turnover rate of 2.47% and a daily increase of 10.07% [3][5] - Stocks like Geer Software and Jida Zhengyuan faced declines of 0.76% and 0.63% respectively, indicating mixed performance within the sector [1][5]

资金面上看，今日电子身份证概念板块获主力资金净流出7.21亿元，其中，34股获主力资金净流出，5 股主力资金净流出超5000万元，净流出资金居首的是新国都，今日主力资金净流出1.41亿元，净流出资 金居前的还有京北方、南天信息、中国软件等，主力资金分别净流出7313.01万元、6014.33万元、 5868.48万元。今日主力资金净流入居前的概念股有天融信、数字认证、观想科技等，主力资金分别净 流入530.90万元、395.35万元、315.20万元。（数据宝） 截至4月24日收盘，电子身份证概念下跌3.20%，位居概念板块跌幅榜前列，板块内，新国都、南天信 息、中科江南等跌幅居前。 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（%） | | --- | --- | --- | --- | | PEEK材料 | 3.70 | 电子身份证 | -3.20 | | 丙烯酸 | 1.89 | 华为盘古 | -3.13 | | 天津自贸区 | 1.75 | 数字货币 | -3.10 | | 宠物经济 | 1.74 | 数据安全 | -3.07 | | 维生素 | 1.35 | 云 ...

Group 1 - The Tianjin Free Trade Zone concept rose by 1.75%, ranking third among concept sectors, with eight stocks increasing, including Bohai Chemical and Tianbao Infrastructure hitting the daily limit [1] - Leading gainers in the Tianjin Free Trade Zone sector included Ruipu Biological, Haitai Development, and Youfa Group, which rose by 5.55%, 2.36%, and 1.82% respectively [1] - The sector saw a net inflow of 245 million yuan from main funds, with Tianbao Infrastructure receiving the highest net inflow of 211 million yuan [2][3] Group 2 - The main fund inflow ratios for Bohai Chemical, Tianbao Infrastructure, and Jinkai New Energy were 31.95%, 12.34%, and 10.93% respectively [3] - The trading volume and turnover rates for key stocks in the Tianjin Free Trade Zone included Tianbao Infrastructure at 30.21% turnover and a 9.92% increase, while Bohai Chemical had a 5.07% turnover and a 10.00% increase [3][4] - Decliners in the sector included Hengyin Technology, Tianjin Pulin, and Guifaxiang, with declines of 3.12%, 2.49%, and 1.99% respectively [1][4]