A股三大指数今日集体调整，截至收盘，沪指跌0.05%，深成指跌0.41%，创业板指跌0.80%，北证50指 数涨1.94%。全市场成交额10339亿元，较上日缩量1487亿元。全市场近3800只个股上涨。板块题材 上，可控核聚变、游戏、饮料制造板块领涨；创新药板块跌幅居前。盘面上，可控核聚变概念领涨，哈 焊华通（301137）、雪人股份（002639）、融发核电（002366）、百利电气（600468）涨停。IP经济概 念股涨幅居前，京华激光（603607）、远望谷（002161）、莱绅通灵（603900）、游族网络（002174） 涨停。饮料制造概念股反弹，均瑶健康（605388）、会稽山（601579）涨停。无人驾驶概念走强，锦江 在线（600650）、通达电气（603390）、龙洲股份（002682）涨停。创新药概念股领跌，海辰药业 （300584）、海南海药（000566）、三生国健跌幅居前。 暗盘资金一眼洞悉庄家意图>> ...

Market Overview - The three major A-share indices collectively adjusted in the morning session, with the Shanghai Composite Index down 0.30%, the Shenzhen Component Index down 0.71%, and the ChiNext Index down 1.28% [1] - The total market turnover for the half-day was 661 billion, a decrease of 1 billion compared to the previous day, with 2,600 stocks in the market showing losses [1] Sector Performance - The controllable nuclear fusion, gaming, and beverage manufacturing sectors led the gains, while the innovative drug sector experienced the largest declines [2] - Notable stocks in the controllable nuclear fusion sector included Haohan Huadong (301137), Xue Ren Co., Ltd. (002639), and Rongfa Nuclear Power (002366), all hitting the daily limit [2] - Gaming stocks also performed well, with Youzu Network (002174) reaching the daily limit [2] - Beverage manufacturing stocks rebounded, with Junyao Health (605388) and Kuaijishan (601579) hitting the daily limit [2] - The autonomous driving sector showed strength, with Jinjiang Online (600650), Tongda Electric (603390), and Longzhou Co., Ltd. (002682) all reaching the daily limit [2] - The innovative drug sector saw significant declines, with Haichen Pharmaceutical (300584) dropping over 10%, and Hainan Hai Pharmaceutical (000566) and San Sheng Guojian also experiencing notable losses [2] Hotspot Overview - The nuclear power sector was highlighted as the strongest market focus, with 11 stocks hitting the daily limit and 5 stocks achieving consecutive limit-ups, including Shangwei Co., Ltd. and Zhongchao Holdings (002471) [7] - The military industry sector also saw 11 stocks hitting the daily limit, with 5 stocks achieving consecutive limit-ups [8] - The artificial intelligence sector had 9 stocks hitting the daily limit, with one stock achieving consecutive limit-ups [9] Key Developments - The controllable nuclear fusion sector is gaining attention following U.S. President Trump's recent executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling the nuclear power capacity by 2050 [10] - The IP economy is also gaining traction, with stocks like Youzu Network and others seeing significant interest, particularly following the recent rise in the market value of Pop Mart in Hong Kong [11] - The autonomous driving sector is attracting capital, with recent funding rounds for companies like Jiushi Intelligent and New Stone Technology, indicating strong investor interest in this area [12]

A股无人驾驶概念异动拉升，龙洲股份、通达电气涨停，锦江在线、大众交通、天迈科技、富临运业等 跟涨。 ...

民营经济促进法提出，支持民营经济组织参与国家科技攻关项目。科技部有关司局负责人表示，目前， 科技部正在研究深化职务科技成果赋权改革等工作，大力推动企业主导的产学研深度融合。 5月20日，民营经济促进法正式施行。在民营企业家眼中，这部法律的出台意味着什么？还有哪些关 切？ 施行首日，国家发展改革委举行"民营经济促进法面对面"活动。在这场别开生面的"开放麦"上，多名民 营企业家畅谈感受、表达心声，相关部门直面问题、解疑释惑。在现场，记者听出民营企业家们的"三 种期待"。 期待一：政策落地更高效 "从申请到颁证，不到3年时间，我们就拿到了中国民航局颁发的标准适航证，这充分体现出国家对民营 企业的支持。"会上，亿航智能设备副总裁薛鹏介绍，企业自研的无人驾驶航空器已集齐"三证"（型号 合格证、生产许可证和标准适航证），为常态化商用打下坚实基础。 低空经济正在我国蓬勃发展。产品从获证到加快应用，企业从初创期步入成熟期，都离不开法律保障和 政策支持。薛鹏在会上提出自己关心的问题："民营企业未来如何更好参与国家重大科技项目，以此提 升自身竞争力？" 科技部有关司局负责人介绍，近年来，科技部会同相关部门，在项目指南编制过程中吸 ...

5 月 21 日，百度公布了截至 2025 年 3 月 31 日的第一季度财务报告。财报数据显示，总营收 325 亿元，百度核心营收 255 亿元，同比增长 7% ，均超出市场预期。 云业务增长态势强劲，大 涨 42% ，经营利润持续为正。此外，萝卜快跑加速出海，已在全球部署超 1000 辆全无人汽车。 一系列数字，一定程度上解释了为什么本季度多家知名投行不约而同地加大力度增持百度。其 中 ， " 木 头 姐 " Cathie Wood 旗 下 基 金 在 一 个 半 月 内 6 次 增 持 百 度 股 票 ， 持 仓 数 翻 倍 ； Bridgewater 桥水今年第一季度增持百度股票超十倍； Fidelity Investments Canada 富达投资 于今年第一季度增持百度股票近十倍。这背后，是对"云 + 无人驾驶"形成的百度 AI 应用双引擎的 高度认可。 AI+云业绩亮眼，大超市场预期 受 AI 驱动，百度智能云业务成为百度集团增长最强劲的板块之一。 一季度，百度智能云营收同比增长 42% ，当前经营利润率超 10% ， AI 相关收入实现三位数的同 比增长。 数据快速增长背后，最新招投标市场数 ...

Core Viewpoint - The recent quarterly report from Baidu has positively influenced market sentiment, showcasing strong revenue and profit growth, particularly in its cloud and autonomous driving segments [1][4]. Group 1: Financial Performance - Baidu's total revenue for Q1 reached 32.5 billion yuan, with core net profit increasing by 48% year-on-year to 7.63 billion yuan [1]. - The cloud business exhibited impressive growth, with a year-on-year increase of 42% [3][17]. Group 2: Cloud Business Development - Baidu's cloud business has shown consistent growth over several quarters, driven by increased demand for AI-related cloud services [4][17]. - The launch of new large models, such as Wenxin 4.5 Turbo and Wenxin X1 Turbo, has enhanced Baidu's competitive edge by offering lower costs and superior performance compared to competitors [4][15]. Group 3: Autonomous Driving Segment - Baidu's autonomous driving service, "Luobo Kuaipao," provided over 1.4 million rides in Q1, marking a 75% year-on-year increase [7]. - The service has achieved significant safety milestones, with a cumulative testing mileage of over 130 million kilometers and an accident rate significantly lower than human drivers [9]. Group 4: Market Position and Future Outlook - Baidu is positioned as a leader in the AI application landscape, with expectations that 2025 will be a pivotal year for AI applications and autonomous driving [13][22]. - The company has established strategic partnerships, such as with Shenzhou, to enhance its autonomous driving rental services, indicating potential for commercialization [12]. Group 5: Investment Sentiment - Institutional investors are increasingly bullish on Baidu, with significant stock purchases noted from firms like Bridgewater and Fidelity, reflecting confidence in the company's growth prospects [21][22]. - The overall market sentiment is shifting towards companies with strong AI capabilities, with Baidu being a prime candidate for investment due to its robust performance and growth potential [22][23].

Group 1: Investment and Expansion - Meituan plans to invest $1 billion in Brazil over the next five years to support the launch of its food delivery platform, Keeta, marking its second overseas market after Saudi Arabia [1] - BYD has established its European headquarters in Hungary with a total investment of 100 billion HUF (approximately €248 million), creating 2,000 jobs and focusing on smart driving technology and electric vehicle research [5] - The first overseas collaborative innovation center of Chery Group has been established in Singapore, focusing on key technologies in new energy and intelligent connected vehicles [4] Group 2: Autonomous Driving Initiatives - WeRide has launched a pure driverless Robotaxi trial operation in Abu Dhabi, aiming to operate without safety personnel on public roads by the second quarter of 2025 [2] - Baidu's autonomous driving service, "萝卜快跑," is planning to expand into Japan, Switzerland, and Turkey [3] Group 3: Consumer Market Entry - Mixue Ice Cream plans to open its first store in Brazil this year and is preparing to establish a local supply chain factory, committing to invest at least 4 billion RMB in local agricultural products over the next 3-5 years [6][7] - Huawei has launched a series of smart hardware products in Europe, including the HUAWEI WATCH 5 and HUAWEI MatePad Pro12.2, with pre-sales exceeding 20,000 units across 12 countries [8][9] Group 4: Media and Content Expansion - iQIYI has officially launched its Middle East and North Africa station in Dubai, focusing on promoting Chinese and diverse international content in the region [10][11] Group 5: Automotive Industry Developments - GAC Group has announced plans for localized production in Brazil, including the establishment of a research center in collaboration with local universities [12] - Changan Automobile's factory in Thailand has officially commenced production, with plans to reach an annual capacity of 200,000 vehicles [13] Group 6: Financing Activities - CATL has completed a cornerstone financing round of $2.628 billion, with participation from various investment firms [14] - Aoyi Technology has secured nearly 100 million in B++ round financing, with a significant portion of its revenue now coming from overseas [16] - SAIL Medical has completed an A+ round financing to accelerate its global expansion in the sequencing technology field [17]

证券研究报告 | 策略点评 粤开市场日报-20250516 2025 年 05 月 16 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 板块涨跌情况：今日涨幅居前概念板块为汽车零部件、无人驾驶、特斯拉、 维生素、抗癌、创新药、免税店、智能交通、疫苗、钛白粉、工业 4.0、高送 转预期、肺炎、首板和新能源汽车。 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 6 今日关注 指数涨跌情况：今日 A 股主要宽基指数涨多跌少。截止收盘，沪指跌 0.40%， 收报 3367.46 点；深证成指跌 0.07%，收报 10179.60 点；创业板指跌 0.19%， 收报 2039.45 点；科创 50 跌 0.57%，收报 995.24 点。总体上全天个股涨多跌 少，Wind 数据显示，全市场 3000 只个股上涨，2185 只个股下跌，225 只个股 收平。沪深两市今日成交额合计 10895 亿元，较上个交易日缩量约 629 亿元。 行业涨跌情况：今日申万一级行业涨跌各半，汽车 ...

暗盘资金流向曝光！提前捕捉庄家建仓信号>> 无人驾驶概念股震荡走高，亚太股份（002284）、路畅科技（002813）、东方中科（002819）此前封 板，兴民智通（002355）、德赛西威（002920）涨超5%，德迈仕（301007）、虹软科技跟涨。 ...

5月15日，有媒体报道称，5月13日北京亦庄一辆小马智行无人驾驶汽车撞上路边绿化带后起火。对此， 5月15日，小马智行相关负责人回应称，5月13日上午9时30分左右，一台车辆在运行过程中被检测到状 态异常，彼时车内无乘客，车辆触发保护机制紧急停车，未发生碰撞事故，未造成任何人员伤亡。"工 作人员在接到指令后2分钟内，赶到现场，在处理过程中车辆开始起火，工作人员配合相关部门已妥善 处置。具体原因正在调查中。"上述负责人表示。(中证金牛座) ...