【导读】汽车、医药板块回调，比亚迪A股、H股双双下跌 中国基金报记者 晨曦 5月26日上午，A股市场短暂冲高后回落，主要指数绿多红少。截至午间收盘，上证指数跌0.3%，深证成指跌0.71%，创业板指跌1.28%。 | 全A | 涨 2527 平 257 | | 跌 2624 | A股成交额 | | --- | --- | --- | --- | --- | | | 序号 代码 名称 | 现价 | 涨跌 | 涨跌幅 | | 1 | 000001 上证指数 | 3338.42 | -9.95 | -0.30% | | 2 | 399001 深证成指 10060.36 -72.06 | | | -0.71% | | 3 | 899050 北证50 | 1371.58 | 1.54 | 0.11% | | 4 | 881001 万得全A | 5060.42 | -14.95 | -0.29% | | ട് | 000688 科创20 | 979.16 | -1.42 | -0.14% | | 6 | 399006 创业板指 | 1995.61 | -25.89 | -1.28% | | / | 000300 沪深30 ...

A股午评：沪指小幅冲高后回落 游戏、可控核聚变板块走强 金十数据5月26日讯，A股三大指数早盘小幅低开，盘中一度冲高，沪指一度涨近0.5%，深证成指一度 转涨，午盘前股指下杀再度回落。截至午盘，沪指跌0.30%，深成指跌0.71%，创业板指跌1.28%，北证 50指数涨0.11%。板块题材上，游戏、可控核聚变、机场航运等板块领涨；化学制药、CRO概念、汽车 整车等板块领跌。两市近2500只个股下跌，沪深两市半日成交额超6400亿元。 ...

创业板指跌逾1% 下跌个股近2200只 智通财经5月26日电，指数走弱，创业板指下挫跌逾1.00%，沪指跌0.04%，深成指跌0.45%。医药医 疗、汽车整车等方向跌幅居前，沪深京三市下跌个股近2200只。 ...

主力资金监控：医药板块净流出超15亿 | 排名 | 板块名称 | 主力资金净流出(亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 矢药 | -15.78 | -3.26 | | 2 | 交运设备 | -12.19 | -2.58 | | 3 | 汽车整车 | -8.26 | -4.66 | | ব | 机械设备 | -8.25 | -1.54 | | 5 | 化学制药 | -8.06 | -3.80 | 星矿主力资金监控：早盘买入前十榜（截止时间： 10 时 50 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 武汉凡谷 | 4.62 | 40.88 | | 2 | 保变电气 | 3.22 | 26.83 | | 3 | 上海电气 | 2.97 | 9.03 | | র | 凯美特气 | 2.95 | 30.69 | | 5 | 中科信息 | 2.24 | 22.30 | | 6 | 云内动力 | 1.83 | 61.65 | | 1 | 百利电气 ...

Investment Rating - The report maintains a positive investment sentiment for the automotive sector, with an optimistic outlook for annual sales growth, projecting a retail growth rate of 5.2% and a wholesale growth rate of 8.4% for the year [2][3]. Core Insights - The automotive industry is experiencing a recovery in sales, particularly in April, with a year-on-year increase in wholesale sales of 11.0% and a month-on-month decrease of 10.0%. The report anticipates that sales levels will remain strong, especially for high-end brands priced above 200,000 yuan, with a forecasted wholesale growth rate of 31% for new energy passenger vehicles [2][4]. - The report highlights the strong performance of new energy vehicle manufacturers, with BYD delivering 380,089 units in April, a year-on-year increase of 21%, and other new players like Leap Motor and Xpeng showing significant growth [4][20]. - Traditional automakers like Geely and SAIC also showed notable sales increases, with Geely's sales up by 53% year-on-year in April [4][24]. Data Tracking - In April, the wholesale sales of passenger vehicles reached 2.22 million units, with a year-on-year growth of 11.0% and a month-on-month decline of 10.0%. The export sales for the same month were 430,000 units, reflecting a year-on-year increase of 0.4% and a month-on-month increase of 5.0% [4][24]. - The average discount rate in early May was 7.2%, slightly down from the previous month, with an average discount amount of 10,613 yuan [4][25]. - The report recommends key companies in the automotive sector, including JAC Motors, Li Auto, Geely, and BYD, highlighting their competitive advantages and potential for upward price elasticity [5][6]. Industry News - The report notes that as of late April, the national inventory of passenger vehicles reached 3.5 million units, indicating a slight increase in inventory pressure compared to previous years [31]. - Recent collaborations, such as the strategic partnership between Dongfeng Motor Group and Huawei, aim to enhance smart vehicle technologies and digital transformation within the automotive sector [31][32]. - The report also mentions the overall market performance, with the automotive sector index rising by 1.80% in the latest week, ranking third among 29 sectors [8][33].

今天，A股三大指数午后集体回调。全市场成交额11826亿元，较上日增加429亿元。医药板块逆势走 强，CRO、减肥药、化学制药等方向领涨。 14:00左右， 多只沪深300ETF量能显著放大 。截至收盘，华泰柏瑞沪深300ETF成交额近34亿元，易方 达沪深300ETF、嘉实沪深300ETF成交额显著放量。 截至收盘，沪指跌0.94%，深证成指跌0.85%，创业板指跌1.18%。板块方面，可控核聚变、贵金属、创 新药、维生素等板块涨幅居前，港口、游戏、算力、电力等板块跌幅居前。 赛力斯全天成交额超100亿元 赛力斯涨停，全天成交额超100亿元。 关注" 新华网财经 "视频号 更多财经资讯等你来看 渤海证券称，长期来看，美国居高不下的债务和赤字率、潜在的再通胀风险、全球复杂的地缘局势以及 多国央行购金等因素均对金价形成支撑。当前宏观情绪缓和背景下需关注短期波动，而长期基本面利好 因素仍存，黄金具备战略配置价值。 知名黄金分析师Jordan Roy-Byrne认为，黄金价格在年底有可能达到3700美元/盎司。金价将在未来12个 月内达到4400美元至4500美元/盎司。此外，白银价格也将突破100美元/盎司。 （ ...

Market Overview - On May 23, A-shares experienced a collective pullback, with the Shanghai Composite Index down 0.94% closing at 3348.37 points, the Shenzhen Component down 0.85% at 10132.41 points, and the ChiNext Index down 1.18% at 2021.50 points [1] - The trading volume in the Shanghai and Shenzhen markets reached 115.56 billion, an increase of 52.9 billion compared to the previous day [1] - The market saw more stocks decline than rise, with over 1100 stocks increasing and more than 50 hitting the daily limit up [1] Sector Performance - Precious metals, chemical pharmaceuticals, and medical services sectors showed the highest gains, while shipping ports, gaming, trade, internet services, and diversified finance sectors faced the largest declines [1] - The market's cautious sentiment was reflected in the trading patterns, with significant fluctuations observed in micro-cap stocks and the North Exchange [3][5] Notable Stocks - Wangzi New Materials saw a significant price increase of nearly 60% since May 15, driven by developments in controllable nuclear fusion projects [7] - The stock experienced high volatility, with daily trading ranges exceeding 20% on May 21 and 16.01% on May 23, indicating strong market speculation and liquidity risks [7] - Heng Rui Pharmaceutical's H-shares debuted on the Hong Kong Stock Exchange, surging approximately 37% at one point, with a market capitalization exceeding 380 billion HKD [9][11] Investment Sentiment - Analysts remain cautiously optimistic about the market's future, suggesting a continuation of index fluctuations and sector rotations [9] - The pharmaceutical sector is expected to regain stability and growth, supported by ongoing innovations and favorable policies [12] - The biotechnology ETF saw an increase of over 1%, reflecting positive sentiment in the biopharmaceutical industry [12]

午后突然跳水！ 创业板指领跌 。 截至收盘， 沪指跌0.94% ， 深成指跌0.85% ， 创业板指跌1.18% 。 个股跌多涨少 ， 全市场超4200只个股下跌 。 沪深两市全天成交额1.16万亿 ， 较上个交易日放量529亿 。 板块方面 ， 可控核聚变 、 贵金属 、 创新药 、 维生素等板块涨幅居前 ， 港口 、 游戏 、 算力 、 电力等板块跌幅居前 。 01 午后突然跳水 多只高位股跌停 今日午后，市场突然大调整，早上向好的指数于下午两点之后直接跳水。 从结构上看，大盘蓝筹股是下跌的主要压力，今天早上长江电力就带头下跌，盘中跌幅扩大至2%，中国平安、中信证券、贵州茅台等多只权重股 短线跳水，中国石油、农业银行、中国人寿等股票更是贡献了较大的下跌点数，上证指数跌幅也跟随扩大。 | STEET | | | | | | --- | --- | --- | --- | --- | | 600900 已收盘05-23 15:00:00 北京 | | | | | | 125.21万人加自选 30.49 -0.54 -1.74% | | | | | | 高 31.06 开 30.99 量 85.42万手 | | ...

-0.03(-0.56%) -0.09(-1.14%) -0.05(-1.23%) 保险 中国太保 中国平安 17.00 中国人保 ■ 3644.06亿市值 3223.78亿市值 9693.31亿市值 8.18亿成交额 23.14亿成交额 9.21亿成交额 53.23 33.51 8.24 -0.85(-2.47%) -0.61(-1.13%) -0.14(-1.67%) 酸酒行业 贵州茅台 山西汾酒 五粮液 4974.28亿市值 19754.97亿市值 2342.33亿市值 33.99亿成交额 10.18亿成交额 19.37亿成交额 1572.60 192.00 128.15 -7.40(-0.47%) -1.01(-0.52%) -0.94(-0.73%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2269.50亿市值 2749.37亿市值 3164.12亿市值 15.50亿成交额 21.68亿成交额 13.69亿成交额 658.60 136.13 424.86 +2.00(+0.47%) -3.06(-0.46%) -0.53(-0.39%) 汽车整车 铁路公路 比亚进 长城汽车 京沪高铁 1 ...

主力资金监控：电子板块净流出超45亿 智通财经5月23日电，智通财经星矿数据显示，今日主力资金净流入交运设备、汽车整车、医药等板块，净流出电子、计算机、电新 行业等板块，其中电子板块净流出超45亿元。个股方面，赛力斯一度涨停，主力资金净买入18.10亿元位居首位，比亚迪、三花智 控、尤夫股份主力资金净流入居前；王子新材遭净卖出超6亿元位居首位，海南华铁、东方财富、慧博云通主力资金净流出额居前。 | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 塞力斯 | 18.10 | 18.56 | | 2 | 比亚迪 | 5.26 | 6.45 | | 3 | 三花智控 | 4.53 | 13.72 | | ব | 尤夫股份 | 4.34 | 41.64 | | 5 | 上海电气 | 3.41 | 13.83 | | 6 | 雪人股份 | 3.30 | 26.78 | | 7 | 阳谷华泰 | 2.94 | 27.51 | | 8 | 国风新材 | 2.77 | 19.57 | | g | 北特科技 | 2.76 | 16. ...