A股煤炭概念异动拉升，凯瑞德涨停，安泰集团、陕西黑猫、晋控煤业、宝泰隆、广汇能源、辽宁能源 等跟涨。 ...

Market Overview - The Hong Kong stock market continued its rebound with the Hang Seng Index rising by 0.6% to close at 23,654, while the Hang Seng Tech Index also increased by 0.6% to 5,219. The trading volume reached HKD 212.6 billion, indicating active trading, although net inflows from the Stock Connect decreased by about 10% to HKD 3.5 billion [1] - The market showed a "stronger gets stronger" trend, with funds continuing to favor high-certainty stocks. New consumption leaders like Pop Mart (9992 HK) and Mao Geping (1318 HK) reached new highs, reflecting market premium recognition for scarce consumer brands [1] Macro Dynamics - In the U.S., job vacancies rose to 7.391 million in April, an increase of 191,000 from March, indicating resilience in the labor market. The ratio of job openings to job seekers remained at 1.03, consistent with 2019 levels [2] - Despite a rise in layoffs to 1.79 million, the layoff rate remains relatively low, suggesting that companies are hesitant to reduce staff amid a moderately slowing economy [2] Industry Dynamics Automotive Sector - The Chinese government is promoting the "2025 New Energy Vehicles Going to the Countryside" initiative, with 124 models included in the directory, including vehicles from BYD and Geely. The automotive sector in Hong Kong showed stable performance, with most stocks fluctuating between -1% and +2% [3] Consumer Sector - The new consumption and IP concept sectors continue to attract capital. Companies like Blucor (325 HK) have entered the Mexican market, showcasing their product matrix at exhibitions. Blucor and Pop Mart saw respective increases of 17% and 14% over the past five trading days [3] Healthcare Sector - The Hang Seng Healthcare Index rose by 3.2%, driven by recent licensing agreements between domestic pharmaceutical companies and global firms, boosting confidence in the export of innovative drugs. Companies like Innovent Biologics (1801 HK) reported promising clinical data at the ASCO conference, leading to a 14.1% surge in their stock price [4] Energy Sector - The energy sector, particularly nuclear and renewable energy stocks, saw significant gains. China General Nuclear Power (1164 HK) rose by 28.3% after signing a uranium sales framework agreement, benefiting from rising uranium prices due to increased demand from U.S. nuclear energy initiatives [5][9] Company-Specific Insights Huaneng International (902 HK) - The company reported an 8.2% year-on-year increase in net profit for Q1 2025, benefiting from lower fuel costs and increased electricity demand during the summer [11] China General Nuclear Power (1164 HK) - The company is expected to benefit from a new uranium sales agreement, with a pricing mechanism favoring current market prices, enhancing its position amid rising uranium demand [11] Stone Pharmaceutical (1093 HK) - The company experienced a 21.9% decline in total revenue for Q1 2025, primarily due to a slowdown in its core product sales. However, it anticipates a gradual recovery in sales starting from Q2 2025, supported by new licensing agreements and increased sales of oncology drugs [13][14][15]

（原标题：和讯投顾彭根：市场是一个双底的结构） 好，我们再看一下另外一个板块，我们看看猪肉概念，猪肉概念呢其实在上午的视频当中我已经讲过一 遍了，但是这里呢我们再稍微的重复一下，讲这个板块啊我们看一下它重点是看什么？看它的一个上升 趋势，目前呢我们可以看到它是有一个明显的低点抬高的走势，而且这里呢有成交量的一个堆量，那么 这个位置成交量的堆量之后，其实向上的空间是比较小的，然后就下来了，是不是？所以呢这个地方呢 可能里面呢主力并没有出来，而这一堆的成交量可能是主力的一个底仓量或者说建仓量，那这个时候呢 接下来的上升可能才是真正的上升，猪肉概念往上看。 咱们板块解读的时间，今天我和大家解读5个板块的样子，老规矩先点赞后观看。 那目前我们看到这一个低点是高于这个低点，就是短线呢它实际上有低点抬高的意思，那么短线有一点 多头，然后大家再观察一下煤炭概念这个地方有一个重重要的特征，这个特征是什么？地量之后的放量 动作，所以呢接下来煤炭概念我认为呢短线向上问题并不大。我们再看一下另外一个板块，保险概念， 那么保险概念大家看一下高点高点连线，那么目前的走势呢是受制于这条连线，是不是？那么受制于这 条连线之后，但是呢在这个 ...

截至4月29日收盘，PEEK材料概念上涨5.60%，位居概念板块涨幅第1，板块内，25股上涨，聚赛龙、 新瀚新材等20%涨停，中欣氟材涨停，富恒新材、中研股份、华密新材等涨幅居前，分别上涨15.07%、 9.55%、7.92%。跌幅居前的有中广核技、双林股份、兄弟科技等，分别下跌2.96%、0.92%、0.21%。 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 | 5.60 | 超超临界发电 | -1.53 | | 染料 | 3.85 | 抽水蓄能 | -0.87 | | 减速器 | 2.85 | 可控核聚变 | -0.87 | | POE胶膜 | 2.77 | 航运概念 | -0.86 | | 人形机器人 | 2.30 | 青蒿素 | -0.81 | | 噪声防治 | 2.20 | ST板块 | -0.79 | | 碳纤维 | 2.20 | 免税店 | -0.60 | | 汽车拆解概念 | 2.17 | 跨境支付(CIPS) | -0.51 | | 一体化压铸 | 2.14 | 赛马概念 | ...