1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - This week, the equity market showed differentiation, with the BeiZheng 50 leading the gains and the small - cap value style outperforming. In terms of industries, comprehensive finance led, and national defense and military industry, medicine, agriculture, forestry, animal husbandry and fishery also performed well. The bond market declined overall, while the convertible bond market rose. The average return of active equity funds in the whole market was - 0.41%; the average return of short - term bond funds was - 0.01%, and that of medium - and long - term bond funds was - 0.03%; the average return of bond funds with equity exposure was negative, and the average return of convertible bond funds was positive [1][2]. 3. Summary According to the Directory 3.1 Market Review - The equity market was differentiated, with the BeiZheng 50 leading and the small - cap value style dominant. Comprehensive finance led the industry performance, and national defense and military industry, medicine, agriculture, forestry, animal husbandry and fishery also performed well. As of the close this week, the CSI 300 Index closed at 3840 points, down 1.08%; the Shanghai Composite Index closed at 3347 points, down 0.03%; the Shenzhen Component Index closed at 10041 points, down 0.91%; the ChiNext Index closed at 1993 points, down 1.4%. In the Hong Kong stock market, the Hang Seng Index fell 1.32%, and the Hang Seng Tech Index fell 1.46% [6]. - In terms of industry performance, comprehensive finance led with a gain of over 10%. National defense and military industry, medicine, agriculture, forestry, animal husbandry and fishery performed well, while the automobile, non - ferrous metals, power equipment and new energy sectors declined by over 2% [8]. - As of May 30, 2025, there were 5413 stocks in the A - share market, of which 3228 stocks rose this week. The number of rising stocks on the BeiZheng, ChiNext, Science and Technology Innovation Board, and Main Board was 194, 816, 343, and 1875 respectively [11]. 3.2 Key Fund Tracking 3.2.1 Active Equity - **Fund Performance**: The average return of the whole - market funds in the sample was - 0.41%. Funds with better performance were heavily invested in industries such as medicine, non - ferrous metals, and food and beverages. Among industry - themed funds, medical sector funds had the highest average return, while mid - stream manufacturing and cyclical sector funds lagged [17][20]. - **Position Estimation**: This week, the positions of ordinary stock - type funds increased slightly, while those of partial - stock hybrid funds decreased slightly. Compared with the previous week, the positions of ordinary stock - type funds increased by 0.22 percentage points, and those of partial - stock hybrid funds decreased by 0.60 percentage points. Actively managed partial - stock funds increased their allocation to cyclical and stable sectors and reduced their allocation to financial, consumer, and growth sectors [23]. 3.2.2 Bond - type Funds - **Bond Market Performance**: The bond market declined overall this week. The ChinaBond Total Wealth Index closed at 245.89, down 0.07% from last week; the ChinaBond Treasury Bond Index closed at 246.62, down 0.07% from last week; the ChinaBond Credit Bond Index closed at 223, down 0.01% from last week. The CSI Non - Pure Bond Fund Index closed at 2184.93 on Thursday, down 0.02% from last Thursday. The CSI Convertible Bond Index closed at 429.31, with a weekly increase of 0.46% and a trading volume of 277.1 billion yuan, an increase of 2.093 billion yuan from last week [29][31]. - **Fund Performance Overview**: The average return of short - term bond funds was - 0.01%, and the median was - 0.01%. The average return of medium - and long - term bond funds was - 0.03%, and the median was - 0.04%. The average return of first - tier bond funds was 0%, and the median was - 0.01%. The average return of second - tier bond funds was - 0.02%, and the median was - 0.01%. The average return of partial - bond hybrid funds was - 0.03%, and the median was - 0.02%. The average return of low - position flexible allocation funds was - 0.07%, and the median was - 0.05%. The average return of convertible bond funds was 0.28%, and the median was 0.22% [34][37][40]. 3.2.3 New - share Subscription Funds - **New - share Overview**: One new stock was listed this week, with a total raised capital of 604 million yuan. There was no break - even on the first day of listing, and the expected total入围 income was 35,400 yuan [41]. - **New - share Subscription Income Calculation**: Assuming weekly participation in offline new - share subscriptions and successful入围, the weekly new - share subscription return sequence of an 800 - million - yuan account was calculated [42]. - **Fund Company New - share Subscription Overview**: Eight fund companies with more than two new - share subscription funds were selected. This week, the new - share subscription return rate of an 800 - million - yuan account was 0.004%. The optimal scale for weekly and annual new - share subscriptions was 400 million yuan [44]. - **New - share Subscription Fund Performance**: The average return of new - share subscription funds in the sample this week was - 0.18% [46]. 3.2.4 FOF Fund Performance - The average returns of low - risk, medium - risk, and high - risk FOF funds in the sample this week were - 0.28%, - 0.88%, and - 1.45% respectively [48]. 3.2.5 QDII Funds - During the statistical period, partial - stock and index QDII funds declined by 0.71% and 0.83% on average respectively, while alternative and bond QDII funds rose by 0.02% and 0.37% on average respectively [2][49]. 3.2.6 REITs Funds - This week, REITs declined by 0.02% on average. The Huaxia TBEA New Energy REIT led the gains, rising 4.26% this week. The Huatai Suzhou Hengtai Rental Housing REIT had the highest liquidity, with a trading volume of 130.2489 million yuan this week [51].

当天，招聘会现场还提供政策咨询、简历AI诊断、面试模拟等服务，并通过线上直播推介优质岗 位。未能到现场的求职者，即日起至6月2日下午6时，可通过广西人才网进入广西国有企业2025年高校 毕业生夏季招聘会专区投递简历。 此次招聘会，企业提供的岗位涵盖人工智能、新能源等新兴产业以及港口水运、科研管理等传统优 势产业，设置工程技术、设备运维、农林牧渔技术等重点行业岗位集群，岗位分布产业结构均衡、专业 覆盖全面，从大专到博士学历均有适配岗位。 为助力求职者与招聘企业精准对接，自治区教育厅组织36所高校2000余名毕业生参会，自治区人力 资源保障厅向离校未就业毕业生发送邀约短信2.2万条，自治区退役军人事务厅开展退役军人就业服务 专项行动，精准推送岗位信息1.6万条，并组织800余名退役军人现场应聘。 5月30日，"国企筑舞台，英才创未来"——广西国有企业2025年高校毕业生夏季招聘会在南宁国际 会展中心举办。活动由自治区国资委、教育厅、人力资源社会保障厅、退役军人事务厅、总工会联合主 办，60余家驻桂央企、区市直国企及区外企业分支机构参加现场招聘，提供岗位2000余个。 今年以来，自治区国资委继续落实国有企业增人增资 ...

盘后数据出炉。 5 月 30 日， A 股市场整体下跌。截至收盘，上证指数报 3347.49 点，下跌 0.47% ；深证成指报 10040.63 点，下跌 0.85% ；创业板指报 1993.19 点，下跌 0.96% ；北证 50 指数下跌 0.51% 。 A 股市场合计成交 11646.09 亿元，较上 一交易日减少 489.92 亿元。 1.A股市场主力资金净流出352.62亿元 今日A股市场主力资金开盘净流出158.05亿元，尾盘净流出37.83亿元，A股市场全天主力资金净流出352.62亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | | 净流入金额 开盘净流入 尾盘净流入 超大单净买入 | | | 2025-5-30 | -352. 62 | -158. 05 | -37.83 | -193. 19 | | 2025-5-29 | 74. 33 | -19.58 | 23. 89 | 121. 48 | | 2025-5-28 | -185. 39 | -73.21 | -22. 45 | - ...

国信证券指出，必选消费行业估值性价比占优，食品饮料和农林牧渔的三年/五年四项估值分位均值仅 为15.13%/9.09%和12.67%/9.24%，估值修复潜力仍在。以汽车、机械设备为代表的中游材料&制造行 业，以及以银行为代表的大金融板块，估值已处于历史高位，在缩量博弈和结构性调整行情下，上行空 间有限。 注：指数/基金短期涨跌幅及历史表现仅供分析参考，不预示未来表现。市场观点随市场环境变化而变 动，不构成任何投资建议或承诺。文中提及指数仅供参考，不构成任何投资建议，也不构成对基金业绩 的预测和保证。如需购买相关基金产品，请选择与风险等级相匹配的产品。基金有风险，投资需谨慎。 需关注部分板块短期估值快速抬升，纺织服饰和美容护理当前一年期四项估值分位均值均超过92%，估 值性价比优势明显收敛。本周一级行业多数收跌，TMT和大金融领跌，计算机、通信、电子和非银金 融跌幅较大。新兴产业整体收跌，数字经济跌幅居前，云计算和IDC分别下跌3.63%和3.5%；高端装备 制造也全线走弱，工业母机和集成电路分别下跌3.87%和2.25%。 （文章来源：每日经济新闻） 上证综指ETF（510760）跟踪的是上证指数（0000 ...

市场全天窄幅震荡，三大指数小幅下跌 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3339.93 | -0.02% | -0.76 | | | 深证成指 | 10003.27 | -0.26% | -25.85 | | | 沪深 300 | 3836.24 | -0.08% | -3.16 | | | 创业板 | 1985.38 | -0.31% | -6.26 | | | 科创 50 | 970.64 | -0.23% | -2.28 | | | 北证 50 | 1378.23 | -1.39% | -19.41 | | 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万行业表现前五 | | | 申万行业表现后五 | 概 | 念板块表现前五 | 概念板块表现后五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 纺织服饰 | 1.17% | 基础化工 | -0.79% | 医疗废物处理 | 2.66% | 环氧 ...

沪指5月28日下跌0.02%，申万所属行业中，今日上涨的有11个，涨幅居前的行业为纺织服饰、环保， 涨幅分别为1.17%、0.89%。跌幅居前的行业为基础化工、农林牧渔，跌幅分别为0.79%、0.78%。农林 牧渔行业位居今日跌幅榜第二。 资金面上看，两市主力资金全天净流出218.54亿元，今日有9个行业主力资金净流入，商贸零售行业主 力资金净流入规模居首，该行业今日上涨0.32%，全天净流入资金4.29亿元，其次是机械设备行业，日 涨幅为0.12%，净流入资金为4.03亿元。 中宠股份 | 300087 | 荃银高科 | -2.37 | 1.86 | -2157.85 | | --- | --- | --- | --- | --- | | 000876 | 新希望 | -1.37 | 0.46 | -2112.81 | | 002385 | 大北农 | -0.74 | 1.00 | -1981.81 | | 300021 | 大禹节水 | -3.84 | 7.50 | -1640.27 | | 300967 | 晓鸣股份 | -3.08 | 6.71 | -1525.89 | | 603668 | 天马科技 ...

A股市场上市公司回购增持贷款事项披露正如火如荼进行中。 数据显示，截至目前，A股市场回购增持贷款金额上限合计已超1200亿元，涉及逾600家A股上市公司。 这些公司中，主板公司最多；从行业上看，电子行业公司数量暂时居首；从经营业绩情况来看，盈利公司为主流，合计占比逾八成。 A股回购增持贷款上限合计已超1200亿元 涉及逾600家公司 A股上市公司中通客车近期发布取得金融机构股票回购专项贷款承诺函的公告。公告显示，近日，公司取得中国工商银行股份有限公司山东省分行出具的《上市公 司股票回购贷款承诺函》，主要内容包括贷款额度不超过1.8亿元，贷款期限不超过3年，贷款用途专项用于公司股票回购。中通客车表示，公司将严格按照《上市 公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号—回购股份》等相关规定，在回购期限内根据市场情况择机做出回购决策并予以实施。 另一家A股上市公司安徽建工近日则发布控股股东获得A股股份增持资金贷款支持的公告。公告显示，公司控股股东安徽建工集团控股有限公司（简称"建工控股"） 近日取得了中国银行股份有限公司合肥分行（简称"中国银行"）的贷款承诺函。中国银行拟为建工控股提供增持上市公司股 ...

A股的"泡泡玛特们"涨疯了。 近期A股市场持续地量运行。 今天（5月27日），A股市场成交额继续缩量，仅1.02万亿元。从交易风格来看，当前热点主要集中在重组、新消费两大方 向，而红利板块则稳健上扬，科技股持续低迷。 盘面上，新消费题材继续领涨，相关板块涨幅普遍靠前，纺织服饰涨超1%，美容护理、农林牧渔、轻工制造等逆市走强。 个股方面，中旗股份、格力博等多只个股"20cm"涨停，黄河旋风、百利电气、明牌珠宝等个股涨停。明牌珠宝、金枫酒 业、青岛金王等10余只个股均属于新消费题材。下跌股方面，滨海能源成为唯一跌停的非ST股，另外纬德信息、绿的谐波 等个股跌超8%。 绿的谐波大跌超8% 绿的谐波大幅下挫主要因为大股东减持。 5月26日晚间，绿的谐波发布公告称，公司控股股东、实际控制人左晶和左昱昱计划通过集中竞价交易和大宗交易方式，分 别减持不超过274.82万股，即不超过总股本的1.5%，合计减持不超3%公司股份。减持期间为2025年6月19日至9月18日。 资料显示，绿的谐波是一家专业从事精密传动装置研发、设计、生产和销售的高新技术企业，产品包括谐波减速器、行星 滚柱丝杠及精密零部件、机电一体化产品、智能自动化 ...

A股市场低位震荡培育钻石概念领涨 A股市场今天(5月27日)上午整体低位震荡。截至午间收盘，上证指数跌0.33%，深证成指跌0.87%，创业板指跌0.98%，北证50指数跌0.09%，合计超3500 股下跌。 震荡回调。 5月27日，A股市场低位震荡，培育钻石等概念板块走强，领涨市场。 港股市场波动幅度略大，恒生指数、恒生科技指数均低开后翻红，随后再次走低。大幅波动的个股方面，港股神州控股一度大涨逾18%。消息面上，公司 股东有意增持。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3335.76 | 10002.93 | 1395.32 | | -11.08 -0.33% -88.22 -0.87% -1.26 -0.09% | | | | 科创50 | 创业板指 | 万得全A | | 975.38 | 1985.53 | 5054.15 | | -6.88 -0.70% -19.73 -0.98% -28.38 -0.56% | | | | 沪深300 | 中证500 | 中证A500 | | 3838.37 | 56 ...

昨日基金共对20家公司进行调研，扎堆调研灿勤科技、哈尔斯、格力博等。 5月26日基金调研公司一览 | 代码 | 简称 | 基金家数 | 最新收盘价（元） | 近5日涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 688182 | 灿勤科技 | 13 | 28.20 | -2.05 | 通信 | | 301260 | 格力博 | 12 | 20.73 | -3.89 | 机械设备 | | 603970 | 中农立华 | 12 | 14.07 | 0.21 | 基础化工 | | 002615 | 哈尔斯 | 12 | 7.42 | -1.33 | 轻工制造 | | 002311 | 海大集团 | 11 | 59.91 | 5.09 | 农林牧渔 | | 688213 | 思特威 | 11 | 89.65 | -0.55 | 电子 | | 301070 | 开勒股份 | 6 | 73.06 | 21.62 | 机械设备 | | 688267 | 中触媒 | 6 | 26.63 | 5.76 | 基础化工 | | 601607 | 上海医药 | 6 | 18 ...