103只个股今日获机构买入型评级，13股机构首次关注。 证券时报·数据宝统计显示，今日机构研报共发布110条买入型评级记录，共涉及103只个股。京沪高铁 关注度最高，共获3次机构买入型评级记录。 今日获机构买入型评级个股中，共有34条评级记录中对相关个股给出了未来目标价。以公布的预测目标 价与最新收盘价进行对比显示，共有24股上涨空间超20%，中国重汽上涨空间最高，5月12日东方证券 预计公司目标价为26.82元，上涨空间达55.30%，上涨空间较高的个股还有保利发展、水星家纺等，上 涨空间分别为43.61%、40.50%。 从机构评级变动看，今日机构买入型评级记录中，有13条评级记录为机构首次关注，涉及宝通科技、博 睿数据等13只个股。 机构今日买入型评级个股 | 代码 | 简称 | 买入评级家数 | 今日涨跌幅（%） | 动态市盈率（倍） | 行业 | | --- | --- | --- | --- | --- | --- | | 601816 | 京沪高铁 | 3 | 0.17 | 24.73 | 交通运输 | | 600048 | 保利发展 | 2 | 0.61 | 12.73 | 房地产 | | 3 ...

| 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 国防军工 | 4.80 | 54.01 | 环保 | 0.69 | 0.21 | | 电力设备 | 2.69 | 39.77 | 钢铁 | 0.40 | 0.14 | | 非银金融 | 2.08 | 35.72 | 建筑装饰 | 0.85 | 0.05 | | 机械设备 | 2.24 | 29.01 | 社会服务 | 0.75 | -0.27 | | 电子 | 1.75 | 25.30 | 轻工制造 | 0.79 | -0.40 | | 通信 | 1.68 | 13.88 | 建筑材料 | 0.25 | -0.51 | | 汽车 | 1.91 | 10.93 | 美容护理 | -0.04 | -0.72 | | 家用电器 | 1.47 | 6.91 | 房地产 | 0.66 | -1.17 | | 银行 | 0.16 | 3.75 | 煤炭 | 0.05 | -1.53 | | 计算机 | 1.76 | 3.19 | 传媒 ...

证券时报·数据宝统计显示，科创板股今日上涨的有459只，下跌的有121只，以收盘价为基准测算，科 创板平均股价为30.40元，其中，收盘价超过100元的有37只，股价在50元至100元之间的有109只，股价 在30元至50元的有142只。 以最新收盘价计算，科创板平均股价为30.40元，其中股价超100元的有37只，股价最高的是寒武纪。 向前追溯发现，科创板百元股最新收盘价相对发行价平均溢价311.76%，溢价幅度居前的有安集科技、 百利天恒、寒武纪等，溢价幅度分别为1012.33%、964.74%、948.92%。 科创板百元股一览 | 代码 | 简称 | 最新收盘价（元） | 今日涨跌（%） | 换手率（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 688256 | 寒武纪 | 675.40 | -3.51 | 1.50 | 电子 | | 688608 | 恒玄科技 | 421.67 | 1.00 | 2.03 | 电子 | | 688617 | 惠泰医疗 | 399.01 | -2.79 | 0.71 | 医药生物 | | 688692 | 达梦数据 ...

核心结论 证 券 研 究 报 告 自媒体热度创近两周新高，杠杆资金净流入由减转增 ——投资者温度计第24期 2025年5月12日 证券分析师：姚佩 执业编号：S0360522120004 邮箱：yaopei@hcyjs.com 联系人：朱冬墨 邮箱：zhudongmo@hcyjs.com 本报告由华创证券有限责任公司编制 卖的出价或询价。本报告所载信息均为个人观点，并不构成对所涉及证券的个人投资建议。 请仔细阅读PPT后部分的分析师声明及免责声明。 @2021 华创 版权所有 证 券 研 究 报 告 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210 号 2 • 上周市场震荡上行，受5/7国新办发布会影响自媒体热度创近两周新高。 • 公募抱团趋势增强，风格偏向价值，行业偏向消费、电子；24/9/18至今公募重仓股四成领涨，行业集中于电子、 医药、军工等。 • 最近一周以小单衡量的沪深两市A股散户资金净流入618.0亿元，较前值增加148.3亿元，处过去五年18.8%分 位，净流入规模持续处于低位；融资资金净流入167.4亿元，较上周增加325.0亿元。 1.1、自媒体：热度创近两周新高 证 ...

Core Viewpoint - The main focus of the news is the significant net inflow of capital into various industries, particularly highlighting the strong performance of the defense and military sector amid rising geopolitical tensions and increased global military spending [2][8]. Group 1: Market Overview - The net inflow of capital in the Shanghai and Shenzhen markets today reached 13.556 billion yuan, with the ChiNext board seeing a net inflow of 6.869 billion yuan and the CSI 300 index stocks experiencing a net inflow of 6.905 billion yuan [2]. - Among the 27 industries tracked, the defense and military industry led with a rise of 4.8%, followed by the power equipment industry with a 2.69% increase, and several other sectors, including machinery and non-bank financials, also saw gains exceeding 2% [3]. Group 2: Capital Flow by Industry - A total of 19 industries experienced net capital inflows, with the power equipment sector leading at 2.998 billion yuan, followed closely by the defense and military sector with a net inflow of 2.673 billion yuan. The electronics and machinery sectors also saw inflows exceeding 2.1 billion yuan [4]. - Conversely, 12 industries faced net capital outflows, with the agriculture, forestry, animal husbandry, and fishery sector leading the decline at over 700 million yuan. Other sectors such as non-ferrous metals, retail, textiles, and transportation also reported outflows exceeding 200 million yuan [4]. Group 3: Individual Stock Performance - There were 29 stocks with net capital inflows exceeding 200 million yuan, with 12 of those stocks seeing inflows over 360 million yuan [5]. - Notable individual stock performances included Dongfang Caifu with a net inflow of 1.341 billion yuan, followed by AVIC Chengfei with 1.06 billion yuan, as the military sector stocks showed strong performance [6][7]. - Other stocks with significant inflows included Luxshare Precision, Tosida, and Xinyi Technology, with inflows of 902 million yuan, 838 million yuan, and 605 million yuan, respectively [9]. Group 4: End-of-Day Capital Movements - At the end of the trading day, six stocks had net inflows exceeding 200 million yuan, with AVIC Chengfei leading at 983 million yuan [12]. - On the other hand, 19 stocks experienced net outflows exceeding 400 million yuan, with Ningde Times leading the outflows at 895 million yuan [13].

主力资金净流出的行业有12个，农林牧渔行业主力资金净流出规模居首，全天净流出资金9.39亿元，其 次是公用事业行业，净流出资金为7.54亿元，净流出资金较多的还有医药生物、纺织服饰、商贸零售等 行业。 机械设备行业今日上涨2.24%，全天主力资金净流入29.01亿元，该行业所属的个股共530只，今日上涨 的有462只，涨停的有15只；下跌的有55只。以资金流向数据进行统计，该行业资金净流入的个股有252 只，其中，净流入资金超亿元的有10只，净流入资金居首的是拓斯达，今日净流入资金8.30亿元，紧随 其后的是神州高铁、中坚科技，净流入资金分别为2.57亿元、2.12亿元。机械设备行业资金净流出个股 中，资金净流出超5000万元的有10只，净流出资金居前的有巨轮智能、佳力图、山东章鼓，净流出资金 分别为1.57亿元、1.01亿元、8594.38万元。（数据宝） 资金面上看，两市主力资金全天净流入191.45亿元，今日有19个行业主力资金净流入，国防军工行业主 力资金净流入规模居首，该行业今日上涨4.80%，全天净流入资金54.01亿元，其次是电力设备行业，日 涨幅为2.69%，净流入资金为39.77亿元。 机械 ...

Group 1 - The report highlights that the exosome industry is in its early stages of industrialization, with significant growth potential anticipated in the coming years [3][8][9] - Exosomes, which are nano-sized vesicles involved in intercellular communication, play crucial roles in tumor progression, immune regulation, and metastasis, with applications in early cancer detection and treatment guidance [3][8] - The global exosome market is projected to grow from USD 112.25 million in 2022 to approximately USD 1.5 billion by 2030, reflecting a compound annual growth rate (CAGR) of 32.75%, with around 30% of applications in oncology and 50% of revenue generated by biopharmaceutical companies [3][8] Group 2 - The report notes that there are currently at least 46 companies in China engaged in exosome research and development, focusing on areas such as separation, purification, detection, new drug development, delivery, and diagnostics [3][8] - The industrialization of exosomes is still in its nascent phase, with only a few products available in the disease diagnosis sector, while drug delivery applications remain in early development without any products on the market [9] - The report emphasizes that the lack of a clear competitive landscape presents substantial opportunities for new entrants in the exosome industry [9]

2025 年 05 月 12 日 北交所行业研究 《北交所行业周报：本周北证 50 涨幅延续、交易 放缓，交大铁发提交注册（推荐）*中小盘*罗琨》 ——2025-04-21 研究所： 证券分析师： 罗琨 S0350522110003 luok@ghzq.com.cn 联系人 ： 禹露 S0350124070012 yul06@ghzq.com.cn [Table_Title] 本周北证 50 实现领涨、交投活跃度明显提升， 下周天工股份上市 ——北交所行业周报 最近一年走势 | 行业相对表现 | | | 2025/05/09 | | | --- | --- | --- | --- | --- | | 表现 | | 1M | 3M | 12M | | 北证 | 50 | 26.04% | 16.37% | 69.03% | | 沪深 | 300 | 5.35% | -1.20% | 5.95% | 相关报告 《北交所行业周报：本周北证 50 小幅回调，下周 天工 股份申购 （推荐）* 中小 盘* 罗琨 》—— 2025-04-28 《北交所行业周报：本周整体市场波动较大，鼎佳 精密、岷山环能两家企业上会通过（推 ...

深圳市前海排排网基金销售有限责任公司理财师姚旭升表示，电子、医药生物和机械设备行业受到公募 机构较多关注，充分体现了公募资金对科技、医药和高端制造等核心赛道的持续看好。 上周公募机构调研热情持续升温，呈现明显的头部集中特征。公募排排网数据显示，107家公募机构 （占比超六成）上周开展4次以上调研活动，其中9家头部机构调研频次突破20次。 在调研活跃度高的前十家公募机构中，鹏华基金管理有限公司调研28次居首，其重点关注的纳尔股份 （002825）、欧陆通（300870）和宏华数科分别以16.84%、14.32%和12.56%的周涨幅位居其调研组合 前三。富国基金管理有限公司、汇添富基金管理股份有限公司和嘉实基金紧随其后，均调研24次。 上周公募机构调研持续保持活跃态势。公募排排网数据显示，上周（5月5日至5月11日）共有146家公募 机构参与到A股公司调研，覆盖到电子、医药生物、机械设备等24个申万一级行业中的156只个股，合 计调研频次达1198次，依旧维持了单周调研超千次的强劲势头。 在调研热度最高的前十只个股中，机械设备行业表现尤为突出。其中，雷赛智能（002979）以54次调研 高居榜首，吸引了包括博时 ...

Core Viewpoint - The article highlights a trend of decreasing shareholder accounts in several companies, indicating a concentration of shares among fewer investors, with some companies experiencing a significant decline over multiple periods [1][2]. Group 1: Shareholder Account Trends - A total of 101 companies reported their latest shareholder account numbers as of May 10, with 14 companies showing a continuous decline for more than three periods, and some experiencing a drop for up to seven periods [1]. - Notable companies with prolonged declines include Kangxin New Materials, which has 44,113 shareholders, down 26.72% over seven periods, and Dingxin Communications, with 30,474 shareholders, down 21.81% over the same duration [1][2]. - Other companies with significant declines in shareholder accounts include Guotou Intelligent and Changcheng Securities, among others [1]. Group 2: Market Performance - Among the companies with decreasing shareholder accounts, only one has seen its stock price rise, while 13 have experienced declines, with HaiXiang Pharmaceutical showing a notable increase of 1.76% [1]. - In terms of relative performance against the Shanghai Composite Index, only one company outperformed the index, with HaiXiang Pharmaceutical achieving a relative return of 2.93% [1][2]. Group 3: Industry Distribution - The industries with the highest concentration of companies experiencing declining shareholder accounts include machinery equipment, pharmaceuticals, and communications, with three, two, and two companies respectively [2]. - The distribution of these companies shows that eight are listed on the main board and six on the ChiNext board [2]. Group 4: Detailed Company Data - A table lists companies with their latest shareholder accounts, percentage changes, consecutive decline periods, and stock performance, highlighting significant declines for companies like Naipu Mining (-5.40%), Rundu Co., Ltd. (-4.85%), and Aotexun (-1.90%) [2][3]. - Kangxin New Materials and Dingxin Communications are among those with the longest consecutive declines, with respective declines of 0.34% and 0.40% in the latest period [3].