Group 1 - Nanjing Port's stock experienced significant volatility, with a closing price increase of 7.21% after a series of trading days marked by extreme fluctuations, including a total trading volume of 16.46 billion yuan and a turnover rate of 27.28% on the latest trading day [1] - The stock price of Nanjing Port increased by a cumulative 103.09% over eight trading days from May 13 to May 22, which triggered a notice of severe abnormal trading fluctuations from the company [1] - The company primarily engages in the unloading and storage services of crude oil, refined oil, liquid chemical products, containers, and general cargo, with its subsidiary focusing on container services without direct involvement in import and export trade [1] Group 2 - During the period of severe stock price fluctuations, Nanjing Port recorded a total trading volume of 67.98 billion yuan and a cumulative turnover rate of 126.24%, with retail investors accounting for 59.74% of the purchases [2] - Notable speculative trading activity was observed, with significant buying and selling from well-known trading groups, including a specific instance where a prominent trading seat purchased approximately 29.84 million yuan worth of shares [2] - The shipping and port sector showed mixed performance, with Nanjing Port rising by 7.21%, while other ports like Xiamen Port and Ningbo Ocean experienced declines of 5.8% and 5.71%, respectively [2]

今天， A股三大指数调整，银行股逆势走强 ，浦发银行、江苏银行、成都银行等多只银行股创历史新 高。 AI智能体概念活跃 AI智能体概念午后活跃，昆仑万维午后拉升，截至收盘收获"20CM"涨停，成交额超53亿元。 高位股午后回调，苏州龙杰、安彩高科、中毅达、红墙股份跌停，华纺股份、迎丰股份等跌幅较大。 南京港（002040）今日以跌停开盘，尾盘拉升一度触及涨停，连续第二个交易日盘中上演"地天板"。 截至收盘，该股上涨7.21%，成交16.46亿元。近8个交易日，该股走出"8天6板"，累计涨幅超100%。 截至收盘，上证指数下跌0.22%，深证成指下跌0.72%，创业板指下跌0.96%。板块方面，银行、游戏、 军工电子、保险等板块涨幅居前，美容护理、代糖概念、固态电池、宠物经济等板块跌幅居前。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3380.19 1 | 10219.62 | 2045.57 | | -7.38 -0.22% - - - 74.60 -0.72% - - 19.82 -0.96% | | | 港口航运股局部反弹 港口航运股午后局部反弹，重庆港涨停 ...

联想集团公告，截至2025年3月31日的年度业绩显示，公司权益持有人应占溢利同比增长37%至13.84亿 美元，收入同比增长21%至690.77亿美元，创历史第二高。智能设备业务集团收入及溢利分别同比增长 13%及14%，基础设施方案业务集团收入同比增长63%，减少1.8亿美元亏损，于下半年转亏为盈。方案 服务业务集团已连续第四年实现创纪录的收入和溢利。董事会建议派发截至2025年3月31日止年度之末 期股息，每股30.5港仙。 *ST锦港（600190）公告，公司收到中国证监会辽宁监管局《行政处罚及市场禁入事先告知书》，显示 公司2020年至2023年年度报告连续4年存在虚假记载，触及重大违法强制退市情形。公司股票已于2025 年5月6日起被实施重大违法类退市风险警示。公司2024年度经审计的期末净资产为负值，且2024年度财 务报表被出具无法表示意见的审计报告，触及财务类退市情形。此外，公司存在违规对外提供担保且未 能在1个月内完成整改的情形，以及公司披露的2018年至2021年年度报告存在虚假记载，触及其他风险 警示情形。公司股票已被上交所叠加实施其他风险警示。公司存在流动性风险，部分账户被冻结，且有 ...

盘面上，固态电池概念股回调，宠物经济、美容护理、港口航运、养殖板块跌幅居前。银行股逆势走 强，多股股价再创新高；军工电子、保险、汽车、游戏股走高。 2025.05. 22 本文字数：693，阅读时长大约2分钟 5月22日，三大指数涨跌不一。截至午间收盘，沪指平盘，报3387.63点，深成指报10264.93点， 跌0.28%，创业板指报2056.22点，跌0.44%。北证50指数跌4.38%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3387.63 | 10264.93 | 1414.94 | | +0.05 0.00% | -29.30 -0.28% -64.86 -4.38% | | | 科创50 | 创业板指 | 万得全A | | 995.45 | 2056.22 | 5142.41 | | -0.04 0.00% | -9.17 -0.44% -12.72 -0.25% | | 总体来看，个股呈普跌态势，下跌个股超4100只。 机构观点 中国银河证券表示，存贷款非对称降息落地，银行息差企稳有支撑。一季度银行业绩虽有所波动，但 近期一揽子金融政策出台，结 ...

截至发稿，韩国综合指数、日经225指数跌幅分别为0.74%、0.69%。 | | 亚太市场(AP) | | | --- | --- | --- | | 泰国SET指数 | 1179.81 с | -0.78% | | 韩国KOSPI200 | 346.47 d | -0.83% | | 韩国综合指数 | 2606.06d | -0.74% | | 韩国KOSDAQ | 718.23d | -0.74% | | 日经225 | 37040.85d | -0.69% | | 富时马来西亚综指 | 1536.49 | -0.54% | | 富时新加坡海峡指数 | 3864.67 | -0.46% | | MSCI大平洋地区 | 3275.76 | -0.42% | 5月22日，亚太股市全线低开，而黄金再次飙涨。 港股低开，截至发稿，恒指跌0.4%。小鹏汽车涨近10%，公司昨日披露业绩与指引均好于预期；微博涨近3%，公司Q1归属股东净利润同比增长 116.36%。 A股三大指数均飘绿。化学原料板块短线走低，中毅达跌停。高位股调整，南京港跌停，苏州龙杰、连云港、百利电气、成飞集成等大幅低开。 富时中国A50指数期货直线 ...

Summary of Conference Call Notes Industry Overview - The conference call focuses on the port shipping industry, particularly the impact of US-China tariff adjustments on export volumes and market dynamics [1][4][5]. Key Points and Arguments 1. **Impact of Tariffs on Export Volumes** - Initial US-China tariff increases led to a significant reduction in container export volumes to the US, with declines ranging from 30% to 50% [1][4]. - Despite this, overall financial export amounts and port throughput remained positive due to preemptive shipping activities [1][4]. 2. **Regional Differences in Impact** - Northern ports were more adversely affected than southern ports, primarily due to differences in export product structures, with northern exports being more reliant on low-value raw materials [1][7][8]. 3. **Response of Shipping Companies** - Shipping companies adjusted capacity by skipping ports and reducing service frequency to maintain load factors and freight rates, with some capacity redirected to European and South American routes [1][9][13]. 4. **Market Reactions to Tariff Adjustments** - Following tariff reductions, there was a surge in inquiries and bookings from US importers, indicating a positive outlook for export volumes [1][12][14]. - By the end of May, US shipping capacity was nearly fully booked, supporting an increase in freight rates [1][14]. 5. **Future Market Outlook** - The sustainability of the current shipping market conditions will depend on tariff policy expectations in the next 90 days, influencing whether companies will continue large-scale production and exports [2][15][17]. - The upcoming holiday season is traditionally a peak period, and companies are preparing for increased orders and production [15]. 6. **Transshipment Trade Performance** - Transshipment trade remained stable, with no significant increase in shipping rates on Southeast Asian routes, as companies were cautious due to origin policy risks [1][10]. 7. **Long-term Industry Trends** - Tariff tensions may drive growth in Southeast Asian markets, as companies adapt their overseas production capabilities to mitigate impacts [16]. - The structural growth trend in container shipping markets is expected to continue, driven by shifts in production and supply chains [16]. Other Important Insights - The conference highlighted the importance of monitoring policy changes and market indicators to assess the ongoing impact of tariffs on the shipping industry [6][17]. - The differences in export product structures between northern and southern ports were emphasized as a critical factor in understanding regional impacts [7][8]. - The call also noted that large retailers operating under FOB terms showed resilience, continuing exports despite tariff increases [17].

登录新浪财经APP 搜索【信披】查看更多考评等级 05月21日，昔日牛市"大明星"金固股份再获全球顶级车企10年长单，固态电池概念企业上海洗霸重金购 入中科院核心专利，知名金企四川黄金突遭两大股东减持…… 以下是盘后公告精选： 金固股份：收到全球龙头车企美国产乘用车车轮产品定点通知 金固股份晚间发布公告，公司收到某全球龙头车企的定点通知书，将为其美国产乘用车开发车轮产品， 项目生命周期10年，预计2026年开始量产，前五年销售金额预计约1.58亿美元。这是公司在美国本土获 得的第二个乘用车OE项目，此前已进入该客户全球供应链体系，并批量供货。项目计划明年下半年量 产，预计对本年度收入及利润水平无重大影响。但定点通知不反映实际采购量，预计销售金额存在不确 定性。量产时间和实际供货量受多种因素影响。 上海洗霸：购买专利资产及设立控股子公司 上海洗霸公告，公司拟以2000万元购买中国科学院大连化学物理研究所的3项发明专利和1项实用新型专 利的专利权；同时，以500万元购买2项发明专利的专利权。公司计划与核心技术团队、管理团队合资设 立2家控股子公司，注册资本均为1000万元，以推动相关技术的产业化发展。此次交易不构 ...

（文章来源：证券时报网） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.05.20 | 6.49 | 26.65 | -156.70 | | 2025.05.19 | 9.97 | 1.63 | 4151.37 | | 2025.05.16 | 10.00 | 19.36 | -9485.57 | | 2025.05.15 | 10.06 | 1.36 | 3926.99 | | 2025.05.14 | 10.03 | 13.95 | 1878.17 | | 2025.05.13 | 10.03 | 9.62 | 3330.55 | | 2025.05.12 | 0.14 | 2.61 | -201.87 | | 2025.05.09 | 0.87 | 3.30 | 690.13 | | 2025.05.08 | 0.29 | 2.65 | 1400.01 | | 2025.05.07 | 1.17 | 3.44 | -569.45 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨 ...

Core Viewpoint - The port and shipping stocks experienced a significant drop at the opening but quickly rebounded, with Nanjing Port showing a remarkable performance by hitting the daily limit up [1] Group 1: Market Performance - Port and shipping stocks opened significantly lower but rapidly recovered [1] - Nanjing Port demonstrated a "limit up" performance, indicating strong investor interest [1] - Other ports such as Chongqing Port also reached the daily limit up, while Lianyungang, COSCO Shipping, Ningbo Maritime, Xiamen Port, and Rizhao Port followed with gains [1]

这几只票暗盘资金正在偷偷流入，立即查看>> 航运概念板块短线拉升，重庆港（600279）涨停，南京港（002040）、连云港（601008）、珠海港 （000507）、宁波海运（600798）、盐田港（000088）等纷纷走高。 ...