金十图示：2025年05月12日（周一）富时中国A50指数成分股今日收盘行情一览：券商、保险股走高，酿酒股飘红 保险 队 中国人保 中国太保 中国平安 咖啡 3307.95亿市值 3091.98亿市值 9578.58亿市值 8.88亿成交额 30.28亿成交额 5.02亿成交额 32.14 52.60 7.48 +0.31(+0.97%) +0.85(+1.64%) +0.03(+0.40%) 酸酒行业 贵州茅台 山西汾酒 五粮液 20155.69亿市值 2513.86亿市值 5161.37亿市值 39.68亿成交额 21.82亿成交额 7.49亿成交额 132.97 1604.50 206.06 +2.74(+1.35%) +13.32(+0.84%) +1.39(+1.06%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2332.64亿市值 2819.50亿市值 3340.07亿市值 17.35亿成交额 42.92亿成交额 16.42亿成交额 436.68 675.40 143.70 -24.60(-3.51%) -4.17(-0.95%) -0.18(-0.13%) 汽车整车 铁路公路 比亚迪 ...

金十图示：2025年05月12日（周一）富时中国A50指数成分股午盘收盘行情一览：银行、保险股走势分化，半导体板块走软 长江电力 中国核电 东方财富 8 7213.23亿市值 1929.28亿市值 3362.32亿市值 9.81亿成交额 4.59亿成交额 49.78亿成交额 29.48 9.38 21.30 -0.07(-0.24%) +0.01(+0.11%) +0.47(+2.26%) 证券 食品饮料 中信证券 国泰海通 海天味业 胸更 3877.06亿市值 3088.72亿市值 2374.93亿市值 19.62亿成交额 5.89亿成交额 2.23亿成交额 17.52 42.71 26.16 +0.61(+2.39%) +0.17(+0.98%) +0.31(+0.73%) 消费电子 化学制药 恒瑞医药 工业富联 立讯精密 3765.24亿市值 3217.57亿市值 2391.64亿市值 9.84亿成交额 51.69亿成交额 27.27亿成交额 18.96 33.00 50.44 +0.27(+1.44%) +0.92(+2.87%) -2.37(-4.49%) 家电行业 农牧饲渔 海尔智家 牧原股份 格 ...

光伏&储能：山东省发布新能源上网电价市场化方案及机制电价竞价细则（136 号文首份省级承接政策），发布时间早、 内容全面、细节友好；同时 5 月组件排产环比基本持平好于预期，有望共同促进市场对"抢装后"需求预期的修复。 欧洲逆变器市场或生变，关注潜在受益公司。 子行业周度核心观点： 风电：浙江深远海风机招标预审启动，年内开工可能性持续提升，国内海风景气度加速向上；英国海风招标改革初步 落地，相关措施或有望加速英国项目需求释放，建议关注英国 AR7 海风招标进展及国内相关受益标的。 电网：1）陇东-山东特高压直流投产，Q2 哈密-重庆、金上-湖北、宁夏-湖南三条特高压直流也有望密集投产，看好 25 年特高压相关公司业绩弹性持续兑现；2）25 年南网配网设备第一批框架招标金额达 54 亿元，同比维持高位，南 网近年重点投入五省区主网架优化和城乡配电网升级，高投资强度预计将持续带动配网设备、计量产品需求增长。 新能源车：本周理想召开第二次 AI TALK 并官宣 L 系列智能焕新版正式上市，我们对公司维持原有观点，智驾最终还 是要回落给产品。智驾在目前的市场中只是整车产品性价比的一部分，最终还是要评判产品的综合素质 ...

Core Viewpoint - PJM Interconnection LLC warns of potential power shortages this summer due to extreme high temperatures, marking a significant concern for electricity supply in the region [1] Group 1: Company Overview - PJM Interconnection LLC is the largest electric grid company in the United States, serving approximately 20% of the population from the Midwest to the East Coast [1] Group 2: Supply and Demand Forecast - PJM anticipates that its electricity supply will meet normal summer demand, but extreme weather conditions could push demand to 166 gigawatts [1] - The expected demand of 166 gigawatts would surpass the previous record of 165.6 gigawatts set in 2006 [1] Group 3: Capacity Concerns - PJM indicates that available generation capacity may fall below the required reserves under extreme conditions [1] - One megawatt typically powers 800 households in the PJM region [1]

截至2025年5月9日收盘，华通线缆（605196）报收于13.96元，较上周的13.5元上涨3.41%。本周，华通 线缆5月7日盘中最高价报14.8元。5月8日盘中最低价报13.61元。华通线缆当前最新总市值71.4亿元，在 电网设备板块市值排名34/120，在两市A股市值排名2135/5145。 本周关注点 公司公告汇总 河北华通线缆集团股份有限公司章程（修订稿）于2025年5月发布。公司注册资本为人民币51,148.2781 万元，法定代表人由董事担任。公司经营范围包括电线、电缆制造及销售、电力设施器材制造及销售、 化工产品销售等。公司股份采取股票形式，每股面值为人民币1元，股份集中存管于中国证券登记结算 有限责任公司上海分公司。公司可采用多种方式增加资本，如公开发行、非公开发行、派送红股、公积 金转增股本等。公司可以减少注册资本，需按《公司法》及相关规定办理。公司不得收购本公司股份， 除非用于减少注册资本、与持有本公司股份的其他公司合并、员工持股计划或股权激励等特定情形。股 东会是公司的权力机构，负责决定经营方针、选举和更换董事监事等。董事会由9名董事组成，负责执 行股东会决议、决定经营计划等。监事会 ...

2025 年 5 月 9 日 投资要点： 行 业 电力设备及新能源行业 超配（维持） 电力设备及新能源行业双周报（2025/4/25-2025/5/8） 一季度全国电网工程投资完成额同比增长 24.8% 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 1 周 报 行 业 研 究 分析师：刘兴文 SAC 执业证书编号： S0340522050001 电话：0769-22119416 行情回顾：截至2025年5月8日，近两周申万电力设备行业上涨4.41%， 跑赢沪深300指数2.60个百分点，在申万31个行业中排名第7名；申万电 力设备行业本月上涨4.73%，跑赢沪深300指数2.55个百分点，在申万31 个行业中排名第3名；申万电力设备板块年初至今下跌4.56%，跑输沪深 300指数2.48个百分点，在申万31个行业中排名第26名。 邮箱： liuxingwen@dgzq.com.cn 分析师：苏治彬 截至2025年5月8日，近两周风电设备板块上涨4.57%，光伏设备板块上 涨5.69%，电网设备板块上涨2.8 ...

金十图示：2025年05月09日（周五）富时中国A50指数成分股今日收盘行情一览：银行、石油、煤炭、电池等板块收高，证券、 消费电子、有色金属等板块收高。 @ JIN10.COM 金十数据 | 一个交易工具 +0.03(+0.78%) +0.06(+1.15%) +0.17(+2.33%) 保险 0.000 中国太保 中国平安 中国人保 0 3294.69亿市值 3062.15亿市值 9423.80亿市值 6.44亿成交额 15.08亿成交额 4.12亿成交额 51.75 7.45 31.83 +0.09(+1.22%) +0.04(+0.13%) -0.21(-0.40%) 酸酒行业 贵州茅台 山西汾酒 五粮液 19988.37亿市值 5107.42亿市值 2480.43亿市值 37.58亿成交额 4.95亿成交额 14.55亿成交额 1591.18 203.32 131.58 +12.99(+0.82%) -0.92(-0.45%) -0.22(-0.17%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2922.20亿市值 2354.91亿市值 3344.26亿市值 17.28亿成交额 21.0 ...

金十图示：2025年05月09日（周五）富时中国A50指数成分股午盘收盘行情一览：银行、航运港口、电力等板块走高，半导体、 消费电子、证券等板块走低 +0.16(+2.19%) +0.05(+0.96%) +0.05(+1.29%) 保险 中国太保 中国平安 中国人保 0 3294.69亿市值 3062.15亿市值 9452.93亿市值 4.22亿成交额 8.83亿成交额 2.68亿成交额 7.45 31.83 51.91 +0.09(+1.22%) +0.04(+0.13%) -0.05(-0.10%) 酸酒行业 贵州茅台 山西汾酒 五粮液 19941.76亿市值 2477.99亿市值 5109.36亿市值 19.69亿成交额 2.57亿成交额 7.74亿成交额 1587.47 131.63 203.12 +9.28(+0.59%) -1.12(-0.55%) -0.17(-0.13%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2911.18亿市值 2351.60亿市值 3349.60亿市值 10.58亿成交额 11.71亿成交额 8.88亿成交额 697.36 144.11 440.23 -8 ...

这两天互联网上印巴话题热度急升，这两个都是中国的邻国，巴基斯坦号称巴铁，和咱们的关系走的亲 近些，印度和中国的关系比较复杂，有合作也有对抗，另外还是制造业上的潜在竞争对手，网民对他们 的总体印象不佳。 所以当新闻传来巴基斯坦用中国武器打掉了印度从法国、俄罗斯买来的飞机时，国内网民的情绪一下子 就被点燃了，这有点像修仙爽文里的情节，我给了小弟一件法宝，结果小弟用法宝痛揍了那个我早就看 不顺眼的瘪三，快乐加倍 不过现实中巴基斯坦和印度无论是军力还是综合实力，都有较大差距。印度的gdp是巴基斯坦的11倍， 人口14.3亿对2.4亿，外汇储备印度比巴基斯坦多了45倍。两国军费差了8倍，军队规模印度多了2倍，坦 克和飞机数量都多了60%。 哦对了，有个事顺带提一下，巴基斯坦股市今天大跌7.65%，盘中一度触发熔断，看起来是资金避险出 逃，但这个关注的人不多，毕竟巴基斯坦的股市规模太小了，总市值就3000多亿人民币，和印度差了近 百倍。 今天a股缩量了，1.29万亿，但中位数+0.75%还不错，底下缺口好几个但走势依然强劲。不知道是不是 受了印巴局势的影响，制造业板块全面上涨： 轨道交通+2.7%、通信+2.7%、通用设 ...

Group 1 - Dashi Intelligent signed a smart hospital project contract worth 58.12 million yuan with the First Affiliated Hospital of Bengbu Medical College and Bengbu Urban Construction Investment Development Co., Ltd. [1] - The project aims to create a comprehensive tumor specialty hospital integrating medical care, research, teaching, preventive health care, and rehabilitation, which is expected to positively impact the company's future performance [1] Group 2 - Huahong Company reported a net profit of 22.76 million yuan for Q1 2025, a year-on-year decrease of 89.73%, despite a revenue increase of 18.66% to 3.913 billion yuan [2] - The company specializes in the development and application of embedded/non-volatile memory, power devices, and other semiconductor technologies [2] Group 3 - Jindi Group announced a signed area of 214,000 square meters in April, a year-on-year decrease of 55.14%, with a signed amount of 2.78 billion yuan, down 55.45% [3] - The company focuses on real estate development and sales, commercial real estate, and property management [3] Group 4 - Jinlong Automobile reported a bus production of 4,361 units in April, a year-on-year decrease of 5.79%, with sales of 3,611 units, down 3.91% [4][5] - The company is engaged in the production and sales of bus products [5] Group 5 - Sanyou Medical established a joint venture with CGBio Co., Ltd. with a registered capital of 60 million yuan, focusing on innovative cell biological materials and regenerative medicine [6][7] - The company specializes in the research, production, and sales of orthopedic implant consumables [7] Group 6 - Jinzhi Technology won a bid for projects related to the State Grid with a total amount of 90.73 million yuan, accounting for 5.12% of the company's projected revenue for 2024 [9][10] - The company focuses on smart energy and smart city businesses [10] Group 7 - Pinggao Electric won multiple procurement projects from the State Grid, totaling approximately 1.751 billion yuan, which is 14.12% of the company's projected revenue for 2024 [10] - The company specializes in high-voltage switchgear and power engineering contracting [10] Group 8 - Luantang Pharmaceutical received approval for the raw material drug Celecoxib, which is a selective COX-2 inhibitor with fewer gastrointestinal side effects compared to traditional NSAIDs [11][12] - The company is involved in the research, production, and sales of pharmaceutical products [12] Group 9 - Dongjie Intelligent obtained seven patent certificates related to AGV and conveyor system technologies [13][14] - The company specializes in the research, design, manufacturing, installation, and debugging of intelligent logistics systems [14] Group 10 - XJH Holdings received a government subsidy of 8.69 million yuan, which accounts for 38.67% of the company's projected net profit for 2024 [15][16] - The company focuses on the recycling and dismantling of waste electrical products [16] Group 11 - Huaihua Pharmaceutical's subsidiary received approval for the clinical trial of HZ-J001 ointment for treating non-segmental vitiligo [17][19] - The company is engaged in the research, production, and sales of pharmaceutical products [19] Group 12 - ST Aonong reported a pig sales volume of 132,800 heads in April, a year-on-year decrease of 14.42%, while the stock of pigs increased by 15.06% [22][23] - The company is involved in feed, pig farming, food, and trade [23] Group 13 - Beibu Gulf Port reported a cargo throughput of 31.75 million tons in April, a year-on-year increase of 20.32% [24][25] - The company specializes in port loading, storage, and related services [25] Group 14 - Dongfang Iron Tower won a bid for State Grid projects totaling approximately 100 million yuan, which is 2.39% of the company's projected revenue for 2024 [26] - The company focuses on steel structures and related businesses [26] Group 15 - Huanxu Electronics reported a consolidated revenue of 4.641 billion yuan in April, a year-on-year increase of 0.72% [27] - The company provides design, manufacturing, and related services for brand customers [27] Group 16 - Jincheng Co. announced that part of its bank accounts has been frozen, involving approximately 32.97 million yuan due to contract disputes [28][29] - The company specializes in high-end intelligent equipment for photovoltaic and smart port sectors [29] Group 17 - NAIKE Equipment announced the departure of core technical personnel Wang Xiangguo [30][31] - The company focuses on semiconductor packaging equipment and related products [31] Group 18 - Jiaojian Co. won a construction project in Hefei with a bid amount of approximately 704 million yuan, covering residential buildings and related infrastructure [32][33] - The company specializes in infrastructure construction and related services [33] Group 19 - Hongyuan Green Energy plans to transfer a 27.07% stake in Inner Mongolia Xinyuan Silicon Material Technology Co., Ltd. for 1.245 billion yuan [34][35] - The company focuses on the research, production, and sales of aviation electromechanical products [35] Group 20 - Poly Development reported a signed amount of 24.622 billion yuan in April, a year-on-year decrease of 25.44% [46][48] - The company specializes in real estate development and sales [48]