今天机构龙虎榜上榜41只个股，净买入18只，净卖出23只。当日机构买入最多的个股前三位是：时空科技（2.08亿）、海陆重工（1.41亿）、康芝药业 （1.18亿） 龙虎榜机构热股 | 上榜热股 | 实时涨跌幅♀ 买/卖家数↕ | | | --- | --- | --- | | 时空科技 605178.SS | +6.70% | 2/0 | | 海陆重工 002255.SZ | -1.57% | 3/0 | | 康芝药业 FC 700000 | +20.00% | 4/1 | 康芝药业 海南本地股，主营儿童用药，涵盖解热镇痛类、感冒类；全资子公司中山爱护专注于母婴健康护理产品，产品涵盖驱蚊液、驱蚊花露等驱蚊产品。、 龙虎榜知名游资 一、福建自贸 平潭发展 个股龙虎榜 A股唯一一家注册在平潭岛的上市公司，公司拥有90万亩林地，受益林业碳汇交易发展 三木集团 个股龙虎榜 旗下控股子公司福建融达通供应链管理有限公司，是福州跨境电商公共服务平台、跨境电商保税监管物流中心主要运营方 ，为跨境电商提供一站式平台对 接方案 二、天然气 首华燃气 个股龙虎榜 *免责声明：文章内容仅供参考，不构成投资建议 控股子公司中海沃邦主要 ...

Core Insights - The research group has released the 2025 China Small and Medium City High-Quality Development Index, highlighting Zhaoqing's Guangning County as a top performer in green development and investment potential [1] - Guangning County has a total area of 2,455 square kilometers with a forest coverage rate of 82.17%, earning multiple accolades for its ecological initiatives [1] Economic Development - Guangning County has focused on modern agriculture, food processing, health tourism, green energy, and circular economy as its main industrial development directions, achieving an average GDP growth rate of over 5% in the past three years, with a projected GDP exceeding 20 billion yuan in 2024 [3] - The bamboo industry cluster in Guangning is expected to reach a production value of 6 billion yuan by the end of 2025, with a growth rate of over 16% annually in the past three years [3][4] Environmental Quality - In 2024, Guangning's air quality excellent rate exceeded 99.2%, and the comprehensive air quality index was 2.14, ranking second in Zhaoqing City [3] - The water quality in the Sui River section in Guangning has consistently met Class II standards, with a 100% compliance rate for drinking water sources and provincial water functional areas [3] Tourism Development - Guangning has developed eco-tourism with a focus on bamboo culture, creating one national 4A-level tourist attraction and three 3A-level attractions, receiving nearly 14 million visitors and generating over 6 billion yuan in tourism revenue in the past three years [4] Energy Projects - Guangning has introduced 21 key projects with a total investment of 25.56 billion yuan, establishing a modern energy system that includes water, wind, solar, gas, and hydrogen [6] - The key energy project, the Zhaoqing Langjiang Pumped Storage Power Station, has completed over 2.9 billion yuan in investments and is expected to generate 1.35 billion kilowatt-hours annually upon completion [6] Innovation and Financing - Guangning has implemented the EOD model to attract financial support, securing a 3 billion yuan loan for the "Clear Water - Bamboo Sea - Cultural Tourism" project [6] - The county has also explored forestry carbon trading, achieving certification for 33.66 million tons of carbon credits, generating 5.32 million yuan in economic benefits for local communities [6]

Group 1: Core Objectives of the Action Plan - The action plan aims for a comprehensive green transformation in Fujian by 2030, with significant advancements in green production and lifestyle, and improved resource utilization efficiency [1][3] - Specific targets include achieving a scale of approximately 300 billion yuan for the energy-saving and environmental protection industry, and a non-fossil energy consumption ratio exceeding 30% by 2030 [1][3] Group 2: Development of Green Low-Carbon Industries - The plan emphasizes the growth of green low-carbon industries, focusing on areas such as optoelectronic information, integrated circuits, and new energy, with the goal of cultivating national-level strategic emerging industry clusters [3] - It aims to innovate in future industries, particularly in data intelligence, hydrogen energy, advanced new materials, and health and new medicine [3] Group 3: Renewable Energy Initiatives - The plan promotes the development of non-fossil energy sources, including upgrades to onshore wind power and the construction of offshore wind projects, as well as the safe development of nuclear power [3][5] - By 2030, the non-fossil energy consumption ratio is targeted to exceed 30% [3] Group 4: Transportation and Infrastructure - The plan includes initiatives to promote low-carbon transportation, such as the electrification of public service vehicles and the development of electric ships and aircraft [4] - It aims to reduce carbon emissions from operational transport vehicles by approximately 9.5% compared to 2020 levels by 2030 [4] Group 5: Marine Economy Development - The marine economy is highlighted as a key driver for Fujian's economic growth, with a projected marine GDP of 1.25 trillion yuan in 2024, reflecting a 6.1% year-on-year increase [7] - The plan includes the establishment of marine economic development demonstration zones in Fuzhou and Xiamen [7] Group 6: Market Mechanisms for Green Transition - The plan outlines the establishment of a carbon emissions trading market and the reform of natural resource asset usage systems to support market-oriented mechanisms for green transformation [8] - It emphasizes the importance of scientific planning and strategic development in optimizing the marine industry structure and enhancing technological innovation [9]

Group 1: Company Performance - Nengke Technology reported a net profit growth of 18.75% year-on-year in its mid-year report, focusing on smart manufacturing and developing a comprehensive product system that includes AI applications across various industrial scenarios [2][3] - Jianye Technology achieved a net profit growth of 51.12% year-on-year, supplying high-speed optical modules to Microsoft, with 800G products in small batch delivery [2] - Lianhua Technology, a leader in custom production of pesticide intermediates, reported a staggering net profit growth of 1481.94% year-on-year [2] - Xianggang Technology, a provider of integrated solutions in printing and packaging, saw a net profit increase of 432.14% year-on-year [2] - Dongpeng Holdings, primarily engaged in ceramics and sanitary ware, reported a net profit growth of 3.85% year-on-year, significantly up from the first quarter [2] - Aonong Bio reported a net profit of 361 million, marking a turnaround from losses [2] - Qiming Information, under FAW Group, reported a net profit growth of 2568.5% year-on-year, focusing on digital operations and smart marketing [2] Group 2: Industry Trends - The State Council issued an opinion on the implementation of the "Artificial Intelligence +" initiative, aiming for over 70% penetration of new intelligent terminals and applications by 2027 [2][4] - The demand for liquid cooling solutions in data centers is increasing, with companies like Huangma Technology focusing on organic silicon modified polyether as a supplier for immersion cooling liquids [4] - The agricultural sector is seeing significant developments, with Aonong Co. reporting a net profit of 361 million, indicating a recovery in the agricultural products market [5] Group 3: Strategic Partnerships and Collaborations - Ge'ern Automotive has entered a strategic partnership with NVIDIA to develop control systems for robots, covering the entire range of NVIDIA's Jetson series [3] - Magmi Technology has formed a partnership with NVIDIA to become a designated supplier of data center components, actively participating in the design and construction of NVIDIA's Blackwell architecture [4]

Group 1 - The revised "Shaanxi Province Forest Management Regulations" was passed on May 28 and will take effect on July 1, emphasizing the importance of forest ecological protection and compensation mechanisms [1] - The regulations encourage the valuation of forest ecological products and forestry carbon trading, which are seen as key paths to realizing ecological product value in line with the concept of "lucid waters and lush mountains are invaluable assets" [1] - The regulations allow for the reasonable use of public welfare forest land resources and forest landscape resources under certain conditions, promoting the development of the under-forest economy and forest tourism [1] Group 2 - The revision of the regulations categorizes public welfare forests and commercial forests based on ecological location and dominant functions, implementing different protection and management measures to guide scientific management [2] - The regulations aim to enhance the level of forest management and promote economic benefits from commercial forests through intensive management practices [1][2]