家人们好，这里是帮主郑重的收评时间。今天这行情啊，用"冰火两重天"来形容一点不为过。三大指数集体收跌，但个股却是涨多跌少，这说明市场内部的 结构性分化特别明显。作为20年的老财经记者，我始终相信，中长线投资要做的不是追热点，而是看透表象背后的真逻辑。 今日行情让我想起2018年贸易战时期——指数萎靡但结构机会喷涌。记住三条铁律：不在情绪高潮时追涨，不在逻辑破灭时死扛，不在产业黎明前撤退。 最后给大家划个重点：当前市场进入"打地鼠"模式，板块轮动快，但中长线的核心逻辑始终没变。消费升级、农业现代化、科技赋能，这些才是真正值得长 期关注的方向。就像我常说的，中长线投资不是百米冲刺，而是马拉松，选对赛道比跑得快更重要。 我是帮主郑重，专注中长线投资20年，明天同一时间，咱们接着聊市场里的真逻辑。 接下来重点聊聊板块。首先是逆势爆发的草甘膦和农化板块。这两天草甘膦概念涨得很凶，中旗股份20cm涨停，广信股份、中农联合也跟着封板。这背后 其实有两层逻辑：一是全球农业政策调整，各国都在推动农业现代化，高效农药的需求持续增加；二是国内企业技术升级，像广信股份采用了环保生产工 艺，成本降下来了，竞争力自然就上去了。不过这里得 ...

最后聊聊培育钻石板块的黄河旋风。这票涨停不意外，因为培育钻石行业正在经历"渗透率突破期"。现在国内培育钻石渗透率已经从去年的6.5%提升到 9.2%，价格只有天然钻石的三分之一，而且环保属性契合Z世代消费观。黄河旋风厉害在哪？他家掌握了1-5克拉钻石毛坯量产技术，良品率达到85%，比同 行高10个百分点。不过要提醒大家，培育钻石上游依赖设备（比如压机），中长线得关注设备国产化进度，这才是降本扩产的关键。 最后给大家敲个黑板：今天这些涨停股，表面看是资金在炒热点，实则是中长线逻辑在"发芽"。农业里的科技升级、消费里的细分创新、制造业里的国产替 代，这些才是真正值得深挖的"金矿"。作为20年的老财经记者，我始终坚信：中长线投资就像种树，选对种子比天天浇水更重要。咱们不追短期涨停潮，只 找能长十年的"好苗子"。 我是帮主郑重，专注中长线投资20年，明天同一时间，咱们接着拆解市场里的"真功夫"。 家人们好，这里是帮主郑重的复盘分享时间。今天咱们来聊聊5月27日A股市场里那些"涨停尖子生"，看看这些票为啥能逆势封板，背后又藏着哪些中长线 值得关注的信号。 先来看第一个"显眼包"——草甘膦板块。中旗股份20cm涨停，广信 ...

骑士乳业（832786）今日上涨6.72%，全天换手率34.20%，成交额4.38亿元，振幅14.68%。龙虎榜数据 显示，营业部席位合计净卖出479.72万元。 近半年该股累计上榜龙虎榜15次，上榜次日股价平均跌1.50%，上榜后5日平均跌8.29%。（数据宝） 骑士乳业5月27日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 1407.93 | 561.60 | | | 部 | | | | 买二 | 东方财富证券股份有限公司拉萨东环路第一证券营业 | 982.87 | 550.75 | | | 部 | | | | 买三 | 东方财富证券股份有限公司拉萨团结路第二证券营业 | 742.87 | 476.89 | | | 部 | | | | 买四 | 东方财富证券股份有限公司拉萨东环路第二证券营业 | 722.25 | 747.32 | | | 部 | | | | 买五 | 光大证券股份有限公司东莞南城鸿福路营业部 | 643.09 | 11.7 ...

Core Viewpoint - Knight Dairy experienced its first loss in nearly a decade in 2024, with a net profit of -7.70 million yuan, attributed to multiple factors including declining product prices and increased costs [2][3]. Financial Performance - In 2023, Knight Dairy's revenue grew by 32.55% to 1.256 billion yuan, and net profit increased by 31.03% to 93.85 million yuan [2]. - In 2024, the company reported revenue of 1.297 billion yuan, a year-on-year increase of 3.22%, but net profit turned negative at -7.70 million yuan [2]. - The decline in revenue was noted in key product lines such as fresh milk, low-temperature yogurt, and white sugar, while only the OEM milk powder business saw growth [2]. Reasons for Loss - The chairman attributed the loss to several factors: declining prices of fresh milk, increased costs of white sugar due to low sugar content in raw materials, significant losses in futures trading, low prices in the breeding industry, and impairment of biological assets [2][3]. - The company faced issues with its earnings forecast due to not adequately considering the impact of milk prices on the value of biological assets, leading to a significant revision of its profit forecast [3]. Industry Context - The fresh milk price has been in a downward trend for over 30 months, remaining below cost, which has affected the profitability of the industry [4]. - The increase in supply during the spring milk production season, coupled with weak consumer demand, has contributed to the recent decline in fresh milk prices [4]. Strategic Moves - Despite the challenging market conditions, Knight Dairy has been increasing its investment in the livestock sector, including a series of capital increases in its subsidiary, Kubuqi Ranch [4][5]. - The company has engaged in multiple rounds of capital increases, raising the registered capital of Kubuqi Ranch from 170 million yuan to 250 million yuan [4]. - Future plans include focusing on refined management, improving raw material quality, and enhancing product diversity and market competitiveness [5].

贵金属板块低迷，CPO、消费电子、PEEK材料、机器人板块跌幅居前。农药股午后逆势走强，新消费 概念活跃，培育钻石、化纤、创新药、养殖板块涨幅居前。 5月27日，A股三大股指集体收跌，沪指报收3340.69点，跌0.18%；深成指报收10029.11点，跌0.61%； 创业板指报收1991.64点，跌0.68%。 盘面上，贵金属板块低迷，CPO、消费电子、PEEK材料、机器人板块跌幅居前。农药股午后逆势走 强，新消费概念活跃，培育钻石、化纤、创新药、养殖板块涨幅居前。 | 板块名称 | 涨幅量 | 主力净量 | 主力金额 | 板块名称 | 涨幅金 | 主力净量 | 主力金额 | | --- | --- | --- | --- | --- | --- | --- | --- | | 草甘麟 | +6.09% | 2.88 | +6.62 7. | 贵金属 | -2.75% | -1.18 | -5.0917. | | 农化制品 | +3.79% | 1.30 | +7.347. | 小金属 | -1.62% | -1.31 | -4.56亿 | | 影 | +3.55% | 0.97 | +2.4377 | 同 ...

新能源与绿色科技：商用车与环保技术领跑 西洽会期间，庆铃携手华为数字能源，发布全球首款兆瓦级超充重卡——铃界，以兆瓦超充和智能网联 技术，重塑绿色物流新生态，掀起重卡电动化新革命。 此外，庆铃集团还携燃油、纯电、氢能、混动四大动力平台，以及"铃界、铃坤"多款新产品重磅亮相 N4馆，以全球顶尖的新科技、领先的新产品，向世界展示重庆商用车产业在转型升级中的最新突破。 5月22日-25日，第七届中国西部国际投资贸易洽谈会（以下简称"西洽会"）在位于两江新区的悦来国际 会议中心举行。重庆国企以"科技赋能绿色创新"为主题，携带多领域标杆产品亮相，集中展现"重庆智 造"的强劲实力。 智能制造装备：从机床到仪表，技术突破引领行业 本届西洽会，重庆机电集团携旗下20多家企业参展，展示了上百款创新产品，涵盖清洁能源装备及系统 集成、工业母机及智能制造等五大业务板块。 重通集团展出的自主研发磁悬浮热泵机组，运用全新磁悬浮技术，低振低噪，无油环保。单机85℃高温 出水、制热量超3MW，10%～105%变频调节，全自动控制且达一级能效，为工业余热回收和城市供暖 提供了新的高效解决方案。 重泵公司在清洁能源装备及系统集成领域，与中海油 ...

A股食品、乳业、酿酒等消费股继续活跃，均瑶健康、会稽山2连板，科拓生物涨超10%，泉阳泉、欢 乐家、品渥食品、熊猫乳品、西部牧业等跟涨。 ...

Group 1 - The ninth China Brand Boao Summit was held on May 25, focusing on high-quality economic development and brand growth in China [1] - The summit awarded the "Industry Leading Award" to 18 prominent companies, including Meituan, Xiaomi, and Pinduoduo, recognizing their innovative contributions [2] - Victory Bird Consulting, as one of the youngest companies to receive the award, introduced a new strategic methodology called "Strategic Triangle," which integrates ancient Chinese military wisdom with modern neuroscience and evolutionary biology [2][3] Group 2 - The methodology developed by Victory Bird Consulting has been highly praised for its scientific basis, with experts noting its thorough research into consumer behavior [2] - The founder of Victory Bird Consulting became the first strategic expert selected as a "China Brand Observer," highlighting the company's successful practical outcomes [3] - The summit also featured various thematic activities, including forums and exhibitions, aimed at fostering collaboration and showcasing the unique strengths of Chinese brands [4]

Core Viewpoint - The "Two New" policy is crucial for boosting consumption, expanding domestic demand, and strengthening the domestic circulation, showing significant multiplier effects since its full implementation in 2024 [1][22]. Group 1: Impact on Consumer Behavior - The "Two New" policy has effectively enhanced consumer vitality, with reports of a 50% increase in foot traffic and a 60% rise in sales at a JD Super Experience Store in Chongqing compared to the previous year [3]. - High-tech and energy-efficient products are increasingly favored, with AI smart products seeing a threefold increase in sales in Henan province due to government subsidies [5][13]. - The "old-for-new" subsidy policy has made it easier for consumers to upgrade their appliances, with over 55 million units of home appliances and 41 million digital products sold under this initiative [13]. Group 2: Economic Growth and Investment - In the first four months, investment in equipment and tools rose by 18.2%, contributing 64.5% to overall investment growth, with related sectors like computer manufacturing and consumer goods seeing significant increases [15]. - The upgrade of production lines in companies like Yili and Zhejiang Chaowei has improved production efficiency and reduced labor costs, enhancing the overall competitiveness of the industry [17][20]. - The "Two New" policy is seen as a driver for economic transformation, creating a closed loop of investment, production, and consumption, which is essential for long-term competitiveness [22].

乳业板块异动走高，均瑶健康（605388）涨停，李子园（605337）、欢乐家（300997）、骑士乳业、阳 光乳业（001318）、燕塘乳业（002732）等纷纷走高。 暗盘资金一眼洞悉庄家意图>> ...