农药概念震荡反弹，美邦股份涨停，善水科技、颖泰生物、扬农化工、联化科技、中农联合等跟涨。 ...

Group 1 - The article reports an explosion incident at Youdao Chemical Co., Ltd. in Gaomi City, Weifang, Shandong Province, resulting in 5 fatalities and 6 individuals missing [1] - The State Council's Work Safety Committee has decided to implement a special oversight on the investigation of this incident, requiring a prompt investigation to determine the cause and hold accountable according to relevant laws and regulations [1]

Core Viewpoint - The explosion at a subsidiary of Haomai Technology's controlling shareholder has led to a significant drop in the company's stock price, raising concerns about safety and potential impacts on the chemical industry [2][3]. Company Summary - Haomai Technology's stock fell by 3.56% to close at 63.88 yuan, with a trading volume of 367 million yuan, a substantial increase from the previous day's 198 million yuan [2]. - The explosion occurred at Youdao Chemical Co., Ltd., a subsidiary of Haomai Group, which focuses on the development and production of pesticides and pharmaceutical intermediates [2]. - Youdao Chemical has an annual production capacity of 11,000 tons for a key pesticide ingredient, making it the largest producer globally [2]. Market Impact - Year-to-date, Haomai Technology's stock has increased by 19.86%, reaching a one-year high just before the incident [3]. - As of the end of Q1, Haomai Technology was among the top ten holdings in 71 funds, with a total of 61.08 million shares valued at 3.615 billion yuan [3]. - The incident has triggered a surge in the pesticide sector, with several stocks experiencing significant gains, indicating a potential shift in market dynamics [5]. Fund Holdings - The top ten funds holding Haomai Technology shares include various mixed funds, with the largest holding being 2.2169 million shares valued at approximately 1.3119 billion yuan [4]. - Four ETFs also hold shares in Haomai Technology, with the largest being Guotai Zhongzheng Machine Tool ETF, which reduced its holdings from 522,600 to 476,500 shares [5].

A股今日走势现明显分化，金融、地产强势，助力沪指盘中重返3300点上方，创业板指弱势下探；港股 午后发力上扬，恒生指数小幅走高，南向资金净买入超210亿港元。 具体来看，沪指盘中震荡上扬，重返3300点上方；创业板指弱势下探，一度跌超1%。截至收盘，沪指 涨0.25%报3299.76点，深证成指跌0.36%报9870.05点，创业板指跌0.82%报1928.43点，上证50指数涨 0.14%，沪深北三市合计成交11214亿元，较昨日增加476亿元。 市场整体分化，跨境支付概念持续强势，新晨科技（300542）、拉卡拉（300773）20%涨停，信雅达 （600571）、海联金汇（002537）、青岛金王（002094）等连续两日涨停；农药概念拉升，美邦股份 （605033）、中农联合（003042）等涨停；零售概念再度活跃，国芳集团（601086）近13日斩获12板， 百大集团（600865）连续3日涨停；地产板块上扬，天保基建（000965）斩获4连板；银行板块再度走 强，农业银行涨超2%续创历史新高；食品饮料板块亮眼，安记食品（603696）连续6日涨停，有友食品 （603697）收获2连板；值得注意的是 ...