电力行业 互联网服务 长江电力 89 中国核电 1993.04亿市值 东方财富 n in home 7438.34亿市值 3268.27亿市值 10.22亿成交额 6.01亿成交额 14.87亿成交额 30.40 9.69 20.68 +0.06(+0.20%) -0.08(-0.82%) -0.12(-0.58%) 食品饮料 证券 中信证券 国泰海通 海天味业 (D 3771.83亿市值 3042.89亿市值 2460.01亿市值 1.98亿成交额 3.09亿成交额 6.10亿成交额 25.45 17.26 44.24 -0.17(-0.66%) -0.12(-0.69%) -0.54(-1.21%) 消费电子 化学制药 工业富联 立讯精密 恒瑞医药 3673.89亿市值 2215.55亿市值 3512.41亿市值 17.82亿成交额 11.35亿成交额 3.85亿成交额 18.50 30.57 53.19 -0.26(-1.39%) -0.67(-2.14%) -0.16(-0.30%) 家电行业 农牧饲渔 格力电器 海尔智家 牧原股份 油气与客 2587.29亿市值 2368.25亿市值 2140.31 ...

金十数据5月27日讯，A股三大指数早盘低开低走集体调整，深证成指一度跌穿10000点关口，截止午盘 收盘，沪指跌0.33%，深成指跌0.87%，创业板指跌0.98%，北证50指数跌0.09%。板块题材上，大消费 板块再度爆发，饮料、休闲食品、IP经济等多个方向表现不俗；机器人概念、汽车整车、CPO概念等跌 幅居前。两市超3300只个股下跌，半日成交额超6100亿元。 A股午评：创业板指午前跌约1% 大消费板块再度爆发 ...

来源|金融界网站 在周末价格战和口水战双重影响下，A股、港股汽车股惨遭黑色星期一。 周一A股、港股汽车板块集体大跌，"新能源一哥"比亚迪A股一度跌超6%，最低报380元/股，截止收盘下跌5.93%，报310元/股，总市值不足1.16万 亿元。上周五涨停的塞力斯也出现大跌，午后一度跌超5%，截止收盘下跌4.23%，报139.7元/股。此外众泰汽车跌超3%、海马汽车、长城汽车、长 安汽车、北汽蓝谷、上汽集团等均跌超2%，只有江淮汽车勉强收平，下跌0.1%。 据同花顺数据显示，汽车整车板块单日市值蒸发1000亿元。 与A股相比，港股汽车股更加惨淡，上周五刚创出历史新高的比亚迪股份午后一度跌超9%，股价最低报至421.8港元/股，吉利汽车、零跑汽车也跌超 9%，东风集团股份、理想汽车长城汽车跌超6%，小鹏汽车跌超5%。截止收盘，吉利汽车跌超9%。比亚迪、零跑汽车跌超8%，长城汽车跌超 5.5%，小鹏汽车跌超4%，华晨汽车、理想汽车、蔚来跌超3%。无论是传统汽车厂商，还是造车新势力无一幸免。 | | [HK]新能源汽车指数[887647] | | | --- | --- | --- | | | 2963.54 -221 ...

Market Overview - On May 26, A-shares showed mixed performance with a total market turnover of 1.03 trillion yuan, a decrease of over 140 billion yuan compared to the previous Friday [1] - Most industry sectors experienced gains, particularly gaming, power equipment, electric grid equipment, cultural media, jewelry, and communication services [1] Fund Flow Analysis - The main funds experienced a net outflow of 7.527 billion yuan, with eight industries seeing net inflows [1] - The media industry led with a net inflow of 956 million yuan, followed by light manufacturing, banking, environmental protection, and coal industries with net inflows of 489 million yuan, 299 million yuan, 258 million yuan, and 134 million yuan respectively [1] - In contrast, the automotive industry had the highest net outflow at 2.051 billion yuan, with the electric power equipment and pharmaceutical industries also seeing significant outflows exceeding 1 billion yuan [1] Individual Stock Performance - Among individual stocks, 26 stocks had net inflows exceeding 100 million yuan, with eight stocks surpassing 200 million yuan [2] - Wuhan Vanguards saw a net inflow of 511 million yuan, closing at the daily limit, while Hongbo shares had a net inflow of 473 million yuan, also closing at the daily limit [2][3] - The top stocks by net inflow included Wuhan Vanguards (5.11 billion yuan), Hongbo shares (4.73 billion yuan), and Kaimeteqi (4.12 billion yuan) [3] Significant Outflows - A total of 34 stocks experienced net outflows exceeding 100 million yuan, with 13 stocks seeing outflows of 200 million yuan or more [4] - BYD had the largest net outflow at 1.058 billion yuan, followed by Huibo Yuntong, Ningde Times, and Dongfang Fortune, each with outflows exceeding 300 million yuan [4][5] Tail-End Fund Flow - At the end of the trading day, the main funds had a net inflow of 1.24 billion yuan, with mechanical equipment, electronics, communication, light manufacturing, food and beverage, and computer industries all seeing inflows exceeding 100 million yuan [6] - Notable stocks with significant tail-end inflows included Hongbo shares and Yinzhijie, both exceeding 100 million yuan [6][7]

Core Insights - The company CIMC Vehicles closed at 8.24 yuan on May 26, with a decline of 1.55%, resulting in a rolling PE ratio of 15.46 times and a total market capitalization of 15.443 billion yuan [1] - In comparison to the automotive manufacturing industry, which has an average PE ratio of 35.48 times and a median of 25.82 times, CIMC Vehicles ranks 11th [1] - The company experienced a net inflow of 7.5556 million yuan in principal funds on May 26, with a total inflow of 8.3796 million yuan over the past five days [1] Company Overview - CIMC Vehicles specializes in the production, manufacturing, and sales of semi-trailers, special vehicles, refrigerated truck bodies, and complete vehicles [1] - The main products include ordinary semi-trailers, tankers, superstructure products, chassis, and tractors [1] - The company operates well-known brands such as "Tonghua," "Huajun," "Shenyangfan," "Ruijiang Automobile," "Lingyu Automobile," and "Liangshan Dongyue" in China, and "Vanguard" and "CIE" in North America, as well as "SDC" and "LAG" in Europe [1] Financial Performance - In the first quarter of 2025, CIMC Vehicles reported an operating revenue of 4.591 billion yuan, a year-on-year decrease of 10.91% [1] - The net profit for the same period was 179 million yuan, reflecting a year-on-year decline of 32.59% [1] - The sales gross margin stood at 14.30% [1]

Market Overview - The A-share market experienced fluctuations today, with the Shanghai Composite Index down by 0.05%, Shenzhen Component down by 0.41%, and ChiNext down by 0.80% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.01 trillion yuan, a decrease of 145.6 billion yuan compared to last Friday [1] - A total of 3,797 stocks rose while 1,432 stocks fell, with a median increase of 0.81% in stock prices, indicating a slight recovery in market sentiment after two consecutive trading days of over 4,000 stocks declining [1] Technical Analysis - The Shanghai Composite Index broke below the low point from May 19, leading to further adjustments today [2] - The index has fallen below the 5-day and 10-day moving averages, with the MACD indicator showing a bearish crossover [2] - Key support levels to watch include the 20-day moving average and a small platform on the 30-minute chart; if these levels fail to hold, further downward adjustments may occur [2][3] Sector Performance - The nuclear power and controllable nuclear fusion sectors were the biggest highlights today, with over 20 stocks hitting the daily limit or rising more than 10% [4] - In Hong Kong, China National Nuclear Power surged by 186.5%, reaching a 10-year high, following U.S. President Trump's signing of executive orders to initiate the construction of 10 large nuclear power plants by 2030 [4] - Goldman Sachs reported a structural shortage in the uranium market, predicting a significant gap of 130 million pounds by 2040 due to increasing demand for nuclear power [4][5] New Economy Trends - The IP economy sector saw significant gains, with stocks like Yuanwanggu and Laishen Tongling hitting the daily limit [6] - New consumption companies such as Wei Long and Bubble Mart have shown strong stock performance this year, contributing to a rise in A-share new consumption stocks [7] Automotive Sector - The automotive sector faced declines, with BYD down nearly 6% and other major automakers experiencing similar drops [7] - A price war initiated by regional price cuts has negatively impacted the stock performance of automotive companies, with a notable decline in the automotive sector index exceeding 10% in recent trading days [8][9] Currency and Economic Policy - The Central Huijin Investment Company emphasized its role in managing state-owned financial capital and supporting the real economy [10] - The Chinese yuan appreciated against the U.S. dollar, reaching a six-month high, which may enhance the attractiveness of Chinese assets to foreign investors [10] Summary - The market is currently in a phase of reduced trading volume and adjustments, with a focus on key support levels for the Shanghai Composite Index [11]

盘面上，核电股集体爆发，中核科技等近20股涨停。IP经济概念股震荡走强，京华激光等近10股涨停。 智能物流概念股持续活跃，湘邮科技等涨停。下跌方面，医药股集体调整，海辰药业等多股跌超5%。 个股涨多跌少，全市场超3700只个股上涨。 转自：新华财经 新华财经北京5月26日电 （王媛媛）周一市场全天震荡调整，沪指冲高回落，午后下行翻绿，创业板指 领跌，宁德时代跌超4%。截至收盘，沪指报3346.84点，跌0.05%，成交4005亿元；深证成指报10091.16 点，跌0.41%，成交6094亿元；创业板指报2005.26点，跌0.80%，成交2684亿元。 板块方面，可控核聚变、智能物流、PEEK材料、IP经济等板块涨幅居前，创新药、汽车整车、中药、 维生素等板块跌幅居前。 盘面热点 据证券时报，分析人士认为，价格战可能是汽车股杀跌的直接原因。比亚迪近日推出重磅限时促销活 动，包括王朝网及海洋网两大系列共22款智驾版车型参与，最高优惠可达5.3万元人民币。此外，近日 长城汽车魏建军关于汽车行业的言论可能也引发了业界的担忧。他在接受媒体采访时表示，汽车产业存 在的影响到行业健康发展的一些列问题值得重视。 交通运输 ...

金十数据5月26日讯，指数今日集体调整，早间一度冲高回落，尾盘三大股指跌幅集体收窄，北证50指 数涨近2%。截至收盘，沪指收跌0.05%，深证成指收跌0.41%，创业板指收跌0.80%。盘面上，核电板 块掀涨停潮，近20只个股涨停。谷子经济、算力板块、PEEK材料午后冲高，汽车整车、化学材料等板 块跌幅居前。两市全天成交额超1万亿元，超3500只个股上涨。 A股收评：沪指冲高回落缩量调整 核电板块掀涨停潮 ...

智通财经5月26日电，智通财经星矿数据显示，今日主力资金净流入文化传媒、电网设备、影视院线等板块，净流出交运设备、医 药、汽车整车等板块，其中交运设备板块净流出超34亿元。个股方面，武汉凡谷涨停，主力资金净买入5.01亿元位居首位，上海电 气、凯美特气、奥飞娱乐主力资金净流入居前；比亚迪遭净卖出超9亿元位居首位，赛力斯、贵州茅台、宁德时代主力资金净流出额 居前。 | 排名 | 板块名称 | 主力资金净流入 (亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 文化传媒 | 8.96 | 3.81 | | 2 | 电网设备 | 3.87 | 1.49 | | 3 | 影视院线 | 3.57 | 7.94 | | ব | 轻工制造 | 3.53 | 1.34 | | 5 | 环保 | 2.58 | 3.00 | | 排名 | 板块名称 | 主力资金净流出（亿元） | 主力资金净流出率(%) | | --- | --- | --- | --- | | ー | 交运设备 | -34.67 | -4.62 | | 2 | 矢药 | -24.84 | -3.39 | | ...

长江证券指出，5月行业价格战短期有望刺激销量持续增长，但行业beta或有承压，6月起预期大量新车 上市叠加价格战影响或减弱，行业beta有望重获较好表现。合资"一口价"促销效果或衰减，自主折扣提 升，或进一步压缩合资份额，具备强车型周期阿尔法整车有望在本轮价格战中稳定或提升份额，后续随 着价格战减弱，头部企业有望维持较好盈利。 公开信息显示，截至5月23日，港股通汽车ETF（159323）标的指数成分股当中，比亚迪股份的权重高 达21.90%。该指数高度聚焦港股整车板块，乘用车含量在同类指数中领先，且拥有相对A股稀缺的造车 新势力（理想、小鹏、零跑）。此外，指数覆盖汽车零部件板块和汽车智能化领域，有望深度受益于机 器人科技浪潮。 （文章来源：每日经济新闻） 5月26日，港股三大指数低开低走。盘面上，科网股涨跌不一，加密货币概念股大涨，汽车股全线下 挫，核电股走高。近期备受资金关注的港股通汽车ETF（159323）午后跌超4%，持仓股中，比亚迪股 份、吉利汽车、理想汽车等跌幅居前，其中比亚迪股份跌超8%。 消息面上，近日，比亚迪官方宣布启动"618"限时促销活动，再掀价格战。王朝网、海洋网共计22款智 驾版车型 ...