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A股汽车整车板块午后震荡下跌,众泰汽车炸板涨8.7%,江淮汽车封板涨停,比亚迪跌超3%,汉马科技跌超2%。
news flash· 2025-06-09 05:18
Core Viewpoint - The A-share automotive sector experienced fluctuations in the afternoon, with mixed performance among various companies [1] Company Performance - Zhongtai Automobile saw a significant increase, with shares rising by 8.7% [1] - Jianghuai Automobile reached the daily limit, achieving a maximum increase [1] - BYD's shares fell by over 3% [1] - Hanma Technology's shares declined by over 2% [1]
暴增超370%!A股,重磅信号!
券商中国· 2025-06-09 04:00
而此前一个月(4月10日至5月9日)仅为348份,月度增幅达到了惊人的371.26%。 并购重组的热度持续上升! 最近一个月,并购重组活动大幅回升。券商中国记者以"控制权变更"为关键词,在wind资讯搜索相关公告,过去一个月涉及此关键词的公告达到了1292份,而此前 一个月仅为348份,增幅超过370%。与此同时,记者以"控制权变更+停牌"进行搜索发现,过去一个月相关公告达到了81份,而此前一个月仅29份。 中国证监会近日发布修改后的《上市公司重大资产重组管理办法》,旨在深化并购重组市场改革、激发市场活力。在今年政策强调简化审批、提高效率的原则下, 审核速度也持续提升。据东吴证券统计,2025年不到半年时间,并购重组已完成的项目数量已经超过2024年全年。随着政策的支持力度逐渐增强,后续来看并购重 组项目释放将进入明显的活跃期。 今天早上,中国银河和中金公司等股票再度强势拉升。易明医药、*ST东晶等连续拉板,亦在一定程度上反映了并购重组的预期正在增加。 暴增超37 0% 自2016年之后,A股市场并购重组活动沉寂了相当长一段时间,这期间虽有一些个例,但与之前相比,无论是重组活动的活跃度,还是这类题材在二级市场 ...
国家统计局城市司首席统计师董莉娟解读2025年5月份CPI和PPI数据
Guo Jia Tong Ji Ju· 2025-06-09 01:44
Group 1: CPI Analysis - In May, the Consumer Price Index (CPI) decreased by 0.2% month-on-month and by 0.1% year-on-year, while the core CPI, excluding food and energy, increased by 0.6%, with the growth rate expanding by 0.1 percentage points compared to the previous month [1][2][3] - The month-on-month decline in CPI was primarily driven by a 1.7% decrease in energy prices, which accounted for approximately 70% of the total decline in CPI [2] - Food prices fell by 0.2%, with seasonal vegetables seeing a 5.9% price drop, while prices for eggs, pork, and poultry slightly decreased by 0.3% to 1.0% [2][3] Group 2: PPI Analysis - The Producer Price Index (PPI) decreased by 0.4% month-on-month and by 3.3% year-on-year, with the year-on-year decline expanding by 0.6 percentage points compared to the previous month [1][4][5] - The month-on-month PPI decline was influenced by international factors, including a 5.6% drop in oil and gas extraction prices and a 3.5% decrease in refined oil product manufacturing prices [4] - Some sectors showed marginal price improvements, with consumer demand policies positively impacting prices in certain industries, such as a 12.8% increase in the price of arts and crafts and a 0.8% rise in footwear manufacturing [5]
6月9日投资早报|蓝色光标筹划在港交所主板上市,广汽集团5月汽车销量为117698辆同比下降24.80%,*ST海越收到股票终止上市决定
Sou Hu Cai Jing· 2025-06-09 00:37
【今日新股】 今日无新股申购,无新股上市。 •周五(2025年6月6日),港股三大指数集体走软,截止收盘,恒生指数跌0.48%或114.43点,报 23792.54点,全日成交额为2356.22亿港元;恒生国企指数跌0.63%,报8629.75点;恒生科技指数跌 0.63%,报5286.52点。全周来看,恒指累涨2.16%,国指累涨2.34%,恒科指累涨2.25%。 •周五(当地时间2025年6月6日),美股三大指数涨跌不一,截至收盘,道琼斯指数涨1.05%,报 42,762.87点;标普500指数涨1.03%,报6,000.36点;纳斯达克指数涨1.20%,报19,529.95点。 【隔夜行情】 •周五(2025年6月6日),A股三大指数涨跌不一,截至收盘,微涨0.04%,报3385.36点,实现"四连 涨",周累计涨幅超1%。深证成指:下跌0.19%,报10183.7点。创业板指:下跌0.45%,报2039.44点; 北证50跌0.53%。成交缩量:两市成交额11,518亿–11,772亿元,较前一日减少约1,383亿–1,398亿元 【重要新闻】 【国家外汇管理局:截至5月末 我国外汇储备规模为3285 ...
汽车行业2025年6月投资策略:RoboX商业化落地加速,关注板块二季度业绩
Guoxin Securities· 2025-06-08 14:33
证券研究报告 | 2025年06月08日 汽车行业 2025 年 6 月投资策略 优于大市 RoboX 商业化落地加速,关注板块二季度业绩 销量跟踪:乘联会初步统计 5 月全国乘用车市场零售 193 万辆,同比去年 5 月增长 13%,较上月增长 10%,今年以来累计零售 880.2 万辆,同比增长 9%; 5 月 1-31 日,全国乘用车厂商批发 232.9 万辆,同比去年 5 月增长 14%,较 上月增长 6%,今年以来累计批发 1079.7 万辆,同比增长 12%。上险数据看, 5 月(5.5-6.1):5 月国内乘用车累计上牌 170.86 万辆,同比+12.5%;其中 新能源乘用车累计上牌 91.17 万辆,同比+23.9%。 本月行情:5 月 CS 汽车板块上涨 1.88%,其中 CS 乘用车上涨 1.12%,CS 商用车上涨 1.6%,CS 汽车零部件上涨 2.52%,CS 汽车销售与服务上涨 3.26%,CS 摩托车及其它上涨 1.89%,同期沪深 300 指数上涨 1.85%,上 证综合指数上涨 2.09%,CS 汽车板块跑赢沪深 300 指数 0.04pct,跑输 上证综合指数 0.2pc ...
汽车行业周报(20250602-20250608):整车、机器人催化频出,全年销量展望乐观-20250608
Huachuang Securities· 2025-06-08 12:18
证 券 研 究 报 告 汽车行业周报(20250602-20250608) 推荐(维持) 整车、机器人催化频出,全年销量展望乐观 | 华创证券研究所 | | --- | | 证券分析师:张程航 | 证券分析师:夏凉 | 证券分析师:李昊岚 | 联系人:张睿希 | | --- | --- | --- | --- | | 电话:021-20572543 | 电话:021-20572532 | 邮箱:lihaolan@hcyjs.com | 邮箱:zhangruixi@hcyjs.com | | 邮箱:zhangchenghang@hcyjs.com | 邮箱:xialiang@hcyjs.com | 执业编号:S0360524010003 | | | 执业编号:S0360519070003 | 执业编号:S0360522030001 | | | 本周汽车板块表现继续疲弱,一方面受到此前"降价、内卷"新闻及发酵的影响,另一 方面部分投资者开始担心 2026 年补贴退坡后行业销售情况。我们依然维持此前观点,1) 今年恶性价格战风险不大,2)今年销量预期乐观,此外明年我们觉得未必就会很差,只 不过市场证伪需要到 1Q2 ...
金十图示:2025年06月06日(周五)富时中国A50指数成分股今日收盘行情一览:保险、汽车整车走低,银行和电力股小幅上涨
news flash· 2025-06-06 07:04
n's Claud AHIN 1796.78亿市值 2060.58亿市值 2.90亿成交额 7.76亿成交额 7.18 22.37 +0.01(+0.14%) +0.26(+1.18%) @ JIN10.COM 金十数据 | 一个交易工具 保险 中国太保 队 中国人保 中国平安 ■ 3666.17亿市值 3365.20亿市值 9726.09亿市值 6.80亿成交额 21.91亿成交额 5.93亿成交额 34.98 8.29 53.41 -0.27(-0.77%) -0.58(-1.07%) -0.09(-1.07%) 酸酒行业 贵州茅台 山西汾酒 五粮液 18923.24亿市值 2215.58亿市值 4855.50亿市值 37.78亿成交额 14.89亿成交额 9.72亿成交额 1506.39 125.09 181.61 -1.27(-0.69%) +0.06(+0.05%) -7.61(-0.50%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2299.57亿市值 2546.49亿市值 3164.12亿市值 -成交额 9.92亿成交额 25.15亿成交额 430.49 610.00 136.13 ...
港股午评|恒生指数早盘跌0.21% 有色板块涨幅居前
智通财经网· 2025-06-06 04:11
Market Overview - The Hang Seng Index fell by 0.21%, down 49 points, closing at 23,857 points, while the Hang Seng Tech Index decreased by 0.59% [1] - The early trading volume in the Hong Kong stock market reached HKD 102.1 billion [1] Sector Performance - The non-ferrous metal sector showed strong performance, with institutions optimistic about sustained profitability; Luoyang Molybdenum Co. rose by 4% and Jiangxi Copper Co. increased by 3.11% [1] - The three major telecom operators in Hong Kong experienced gains, with China Unicom, China Mobile, and China Telecom all rising over 2% [1] Notable Stock Movements - China Silver Group surged over 23%, with spot silver prices reaching nearly USD 36, marking a 13-year high [1] - Longpan Technology saw a rise of 3.35% after signing a large order for 150,000 tons of lithium iron phosphate, indicating a boost in solid-state battery production [1] - Dongyue Group increased by 1.54% as prices for third-generation refrigerants continued to rise, positioning the company as a leader in R22 and R32 quotas [1] - Youjia Innovation rose by 7% after securing a key model for a new energy brand under Changan Automobile [1] - Shijiazhuang Pharmaceutical Group increased by 4.27% after obtaining production registration for calcium gluconate and sodium chloride injection [1] - Zhongxu Future surged over 11% as the issuance of domestic game licenses reached a new high, with multiple new titles planned for release within the year [1] Company-Specific Challenges - Dongfeng Group's stock fell over 3% amid clarification from its controlling shareholder that there are no current restructuring plans, with a reported 17.1% year-on-year decline in vehicle sales for the first five months [2] - Alibaba Health dropped by 3.46% as its profits for the fiscal year 2025 fell short of expectations, with UBS suggesting the company may struggle to maintain its current valuation [3] - The automotive sector faced renewed declines, with analysts predicting an unavoidable new round of price wars, leading to a trend of increased revenue without profit growth; XPeng Motors fell by 2.9% and Li Auto decreased by 1.46% [3]
金十图示:2025年06月06日(周五)富时中国A50指数成分股午盘收盘行情一览:石油、煤炭股走强、券商、消费电子、物流板块走低
news flash· 2025-06-06 03:35
-0.01(-0.19%) +0.05(+0.60%) -0.02(-0.50%) 保险 中国太保 中国平安 12.00 中国人保 9729.73亿市值 邮 3657.32亿市值 3352.69亿市值 3.61亿成交额 13.37亿成交额 3.27亿成交额 8.27 34.85 53.43 -0.40(-1.13%) -0.56(-1.04%) -0.11(-1.31%) 酸酒行业 贵州茅台 五粮液 山内对酒 18968.59亿市值 2232.53亿市值 4858.22亿市值 17.26亿成交额 6.32亿成交额 9.85亿成交额 1510.00 183.00 125.16 -4.00(-0.26%) +0.12(+0.07%) +0.13(+0.10%) 术学体 北方华创 寒武纪-U 2303.26亿市值 2563.02亿市值 6.42亿成交额 14.27亿成交额 431.18 613.96 +1.55(+0.36%) -5.90(-0.95%) 汽车整车 铁路公路 长城汽车 比亚迪 京沪高铁 10925.44亿市值 1915.62亿市值 2842.58亿市值 17.06亿成交额 1.67亿成交额 2.10 ...
连续8日“吸金”,港股通汽车ETF(159323)小幅回调蓄势,持仓股中主流车企多数下跌
Mei Ri Jing Ji Xin Wen· 2025-06-06 02:31
Group 1 - The Hong Kong stock market opened slightly higher on June 6, with the Hang Seng Index up 0.14% and the Hang Seng Tech Index up 0.13%, but all three major indices turned negative shortly after opening [1] - The largest ETF in the A-share market, the Hang Seng Tech Index ETF (513180), followed the index and experienced a slight decline, with Kuaishou showing significant strength while NIO, Xpeng Motors, and Xiaomi Group led the declines [1] - The Hong Kong Stock Connect Automotive ETF (159323) experienced a slight pullback, with major holdings such as Xpeng Motors, Li Auto, BYD, and Geely Auto showing varying degrees of decline [1] Group 2 - According to Zhongtai Securities, the annual strategy for the automotive sector indicates that the market share of strong domestic brands is expected to increase by 8-14%, with 8-10 strong domestic manufacturers likely to see significant opportunities (over 50% increase) [1] - The report highlights the high degree of synergy between the automotive and robotics industries, predicting that 60-70% of mainstream listed automotive parts companies will engage in robotics, presenting investment opportunities driven by domestic and international policy resonance and industry acceleration [1] - The Hong Kong Stock Connect Automotive ETF (159323) has seen a net inflow of 40.94 million yuan over the past eight trading days, indicating strong investor interest in the automotive sector, which includes leading companies in the intelligent driving field [2] - The ETF's index focuses heavily on the Hong Kong automotive sector, with a leading proportion of passenger vehicles and a scarcity of new car manufacturers compared to A-shares; the top five weighted stocks account for nearly 65% of the index [2] - The index also covers the automotive parts sector and the automotive intelligence field, which are expected to benefit significantly from the dual technological waves of intelligent driving and robotics [2]