劲旅环境今日下跌2.35%，全天换手率56.71%，成交额8.38亿元，振幅13.94%。龙虎榜数据显示，营业 部席位合计净卖出856.32万元。 深交所公开信息显示，当日该股因日换手率达56.71%上榜，营业部席位合计净卖出856.32万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.96亿元，其中，买入成交额为9391.66 万元，卖出成交额为1.02亿元，合计净卖出856.32万元。 具体来看，今日上榜营业部中，第一大买入营业部为东方证券股份有限公司张家港东环路证券营业部， 买入金额为2461.12万元，第一大卖出营业部为联储证券股份有限公司上海中山西路证券营业部，卖出 金额为2547.65万元。 资金流向方面，今日该股主力资金净流出6358.55万元，其中，特大单净流出4357.42万元，大单资金净 流出2001.12万元。近5日主力资金净流入5220.10万元。（数据宝） 劲旅环境5月30日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 东方证券股份有限公司张家港东环路证 ...

5月30日，截至港股收盘，恒生指数下跌1.2%，报23289.77点。创业集团控股（02221.HK）收报0.053港 元/股，上涨39.47%，成交量8844.8万股，成交额445.52万港元，振幅50.0%。 最近一个月来，创业集团控股累计涨幅2.7%，今年来累计跌幅65.45%，跑输恒生指数17.51%的涨幅。 财务数据显示，截至2024年9月30日，创业集团控股实现营业总收入3.27亿元，同比增长17.97%；归母 净利润-1339.7万元，同比减少130.58%；毛利率9.35%，资产负债率62.2%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，建筑行业市盈率（TTM）平均值为11.15倍，行业中值1.58倍。创业集团控股市盈率-11 倍，行业排名第148位；其他浦江国际（02060.HK）为1.01倍、饮食天王(环球)（08619.HK）为1.49 倍、进升集团控股（01581.HK）为1.51倍、靛蓝星（08373.HK）为1.58倍、中国管业（00380.HK）为 1.66倍。 资料显示，创业集团(控股)有限公司是香港交易所主板上市公司(股票编号:2221),主营业务为 ...

环境环保 领域的 1 8 份标准聚焦危险化学品监控、水资源管理和废物处理，旨在推动 环境安全、 绿色发展和资源高效利用。 医药卫生 领域的5 0份标准涉及医疗器械、法医鉴定和药品检测，如《 法庭科学 微量物证的理化检验 第1 3部分：波长色散X射线荧光光谱法 》（ GB/T 1 9 2 6 7 . 1 3 - 2 0 2 5 ），提升了司法鉴定的科学性。 化妆品 领域的2 3份标准重点关注成分检测和微生物风险评估，如《 进出口化妆品中氢溴酸右美沙芬的测定 液相色谱法 》（ SN/T 2 2 9 1 - 2 0 2 4 ），保障了消费者的健康权益。 石油化工 和 纺织印染 领域分别有4 7份和4 0份新标准，涉及化工设备安全、再生塑料、纺织品有害物质检测等，例如《 化工设备安全管理规范 》（GB/T 4 4 9 5 8 - 2 0 2 4）和《 纺织品 全氟及多氟化合物的测定 第2部分：气相色谱-质谱法 》（GB/T 3 11 2 6 . 2 - 2 0 2 4），促进了行业的环保 转型和技术升级。 总体来看，这批新标准的实施将全面提升各行业的技术水平和管理能力，推动产业升级和可持续发展，同时也为消费者提供了更 ...

（文章来源：证券时报网） 以幅度进行统计，综合行业融资余额增幅最高，最新融资余额为30.97亿元，环比增长1.26%，其次是美 容护理、银行、环保行业，环比增幅分别为1.13%、0.52%、0.46%；融资余额环比降幅居前的行业有煤 炭、有色金属、房地产等，最新融资余额分别有157.66亿元、773.04亿元、299.67亿元，分别下降 0.96%、0.41%、0.40%。（数据宝） | 汽车 | 915.15 | -1.02 | -0.11 | | --- | --- | --- | --- | | 房地产 | 299.67 | -1.20 | -0.40 | | 公用事业 | 422.05 | -1.49 | -0.35 | | 煤炭 | 157.66 | -1.53 | -0.96 | | 通信 | 612.08 | -2.43 | -0.40 | | 有色金属 | 773.04 | -3.22 | -0.41 | | 医药生物 | 1238.87 | -4.44 | -0.36 | 截至5月29日，市场最新融资余额为17975.80亿元，较上个交易日环比减少11.28亿元，分行业统计，申 万所属一级行 ...

Policy Background - The new PPP mechanism emphasizes the exclusive use of the concession model for projects, focusing on user-pay projects while strictly limiting government-pay and feasibility gap subsidy projects, prioritizing market-based returns [4] Key Audit Points Project Admission Conditions - Projects are limited to those with operational revenue potential, such as transportation, environmental protection, and municipal services, prohibiting disguised debt under the PPP guise [6] - User fees must cover construction and operational costs, with future cash flow forecasts requiring third-party evaluation [7] - A negative list prohibits packaging public welfare projects like schools and hospitals as concession projects [8] Concession Scheme Review - The concession period generally should not exceed 40 years, aligning with industry characteristics and investment recovery cycles [9] - The government does not guarantee minimum returns, placing the primary operational risk on social capital [10] - Competitive bidding is mandatory, ensuring transparency and equal participation for foreign enterprises [11] Fiscal Risk Prevention - New hidden debts are prohibited, and any government payment obligations must be included in the medium-term fiscal plan [12] - Feasibility gap subsidies, if necessary, require joint approval from provincial development and reform commissions and finance departments [13] Full Process Supervision Requirements - Payment is strictly linked to project performance, with deductions for unmet standards [14] - Clear exit mechanisms for social capital and asset disposal methods are required to prevent project failures [15] Policy Impact and Trends Impact on Local Governments - The new mechanism enforces strict project quality control, compelling local governments to select genuinely viable projects and reducing impulsive project launches [17] - Strengthened fiscal discipline will lead to audits and accountability for non-compliant projects [17] Impact on Social Capital - Companies with operational capabilities, particularly in environmental and energy sectors, will find new opportunities, while pure construction firms will gradually exit [18] - Foreign enterprises can participate through competitive processes but must adapt to China's specific concession rules [18] Future Trends - There will be an increase in PPP project proportions in sectors like transportation (toll roads) and renewable energy (charging stations) [19] - Financial tools such as REITs and project revenue bonds may further integrate with the new PPP mechanism [19] Local Implementation Suggestions - Enhance value-for-money assessments and fiscal capacity evaluations to avoid merely "approvable reports" [20] - Engage professional legal teams for contract design, clarifying concession terms and dispute resolution mechanisms [20] - Utilize information platforms for dynamic monitoring of project operational data to provide timely risk alerts [21]

Group 1 - The core viewpoint of the news highlights the active performance of the optical module CPO concept, with the Guozheng Communication Index rising by 1.61% and several component stocks, including Wanma Technology, increasing by over 16% [1] - The communication ETF (159695) tracking the Guozheng Communication Index also saw a rise of 1.58% with a turnover rate of 3.86% [1] - Nvidia's Q1 fiscal report for 2026 showed a 69% year-on-year revenue growth to $44.1 billion, exceeding market expectations, while net profit was $18.775 billion, slightly below expectations [1] Group 2 - Zhongyuan Securities anticipates a steady upward trend in the market in the short term, suggesting a focus on policy guidance while considering performance certainty and valuation recovery potential [2] - The report emphasizes the need to closely monitor policy, funding, and external market changes, with short-term investment opportunities identified in general equipment, communication equipment, and environmental protection sectors [2]

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 ...

5月28日，上证指数全天窄幅震荡；深证成指、创业板指、科创50指数早盘窄幅震荡，午后震荡走低。 截至收盘，上证指数报3339.93点，跌0.02%，成交额3893.41亿元；深证成指报10003.27点，跌0.26%， 成交额6206.09亿元；创业板指报1985.38点，跌0.31%，成交额2722.07亿元；科创50指数报970.64点， 跌0.23%，成交额146.36亿元。沪深两市合计成交10099.5亿元，成交额较上一交易日增加110.24亿元。 环保、纺织服饰等行业走强 *ST赛隆连收8个涨停板 盘面上来看，行业板块、概念跌多涨少。其中，环保、纺织服饰、珠宝首饰、物流、煤炭等行业涨幅靠 前；可燃冰、医废处理、可控核聚变、啤酒、海工装备、黄金等概念走势活跃。化工、农林牧渔、国防 军工、汽车、房地产、计算机、教育、钢铁等行业跌幅居前；重组蛋白、环氧丙烷、空间站、转基因、 AI医疗、氟化工、BC电池、钛白粉等概念走势较弱。涨停个股主要集中在机械设备、化工、医药生 物、环保、电力设备等行业。 个股涨跌情况，截至收盘，沪深两市合计1695只个股上涨，3273只个股下跌，平盘个股151只，停牌的 个股28只。 ...

Market Overview - The main indices showed slight declines today, with the Shanghai Composite Index down by 0.02%, the Shenzhen Component Index down by 0.26%, and the ChiNext Index down by 0.31% [1] - Among the Shenwan first-level industry sectors, textiles and apparel, environmental protection, and coal performed well, while automotive, real estate, and computer sectors lagged behind [1] - Concept sectors showed mixed performance, with gold and jewelry, dairy, and consecutive board concepts performing relatively well, while CRO, medical services, and near-term new stocks underperformed [1]

Market Overview - The market experienced narrow fluctuations today, with all three major indices closing lower and trading volume slightly increasing, surpassing 1 trillion yuan but remaining at recent low levels [1][2] - A total of 1,751 stocks rose while 3,480 fell, with 75 stocks hitting the daily limit up and 13 hitting the limit down [2] Sector Performance - Several "car"-related sectors showed strength, driven by three main factors: the overnight surge of Chinese concept stocks Xiaoma Zhixing and WeRide, the expansion of the robotics market from components to applications, and the recent strong performance of unmanned logistics vehicles [1] - New consumption concepts remained hot, with sectors like beauty care and beverages leading the gains, including Kweichow Moutai achieving a six-day four-limit rise [1] - Environmental protection stocks surged, particularly in medical waste treatment and garbage classification, while nuclear power and controllable nuclear fusion sectors also showed strength [1] Fund Flow - Main funds focused on sectors such as general retail, automotive parts, and general equipment, with notable net inflows into stocks like Xue Ren Co., Gongxiao Daji, and Guofang Group [3] Economic Indicators - The National Bureau of Statistics is developing policies to cultivate a national integrated data market, emphasizing the need for collaborative efforts to enhance data market construction [4] - From January to April, state-owned enterprises reported total profits of 13,491.4 billion yuan, a year-on-year decrease of 1.7%, while total operating revenue remained flat at 262,755.0 billion yuan [5] Market Outlook - Huatai Securities maintains a view that the market may experience a period of oscillation, with both upward and downward risks being less visible [6] - Overall market style may rotate between defensive and growth sectors, with a focus on stable or high-dividend industries for defensive strategies and theme growth for growth strategies [8] - Dongfang Securities suggests that the market will primarily undergo oscillation and adjustment, with the Shanghai Composite Index expected to consolidate within the 3,300-3,400 point range [9]