Stock Performance - Lehui International has achieved 5 consecutive boards in 7 days with a price increase of 10.00% [3] - Youyou Food has recorded 3 boards in 6 days with a price increase of 10.01% [3] - Emei Mountain A has made its first board with a price increase of 10.00% [3] - Jiamei Packaging has also made its first board with a price increase of 10.12% [3] - Chapiapiao has made its first board with a price increase of 10.04% [3] - Yongshuntai has made its first board with a price increase of 10.01% [3] - Ximai Food has made its first board with a price increase of 10.00% [3] Gold Concept - The stock of Old Poo Gold has reached a historical high of 978.5 HKD, with a market value approaching 170 billion HKD, and has increased over 300% this year [4] Solid-State Battery - The solid-state battery sector is experiencing significant catalysts, with multiple conferences scheduled in June, including the 2025 High-Performance Solid-State Battery Technology and Application Summit on June 10 [9] Beauty and Personal Care - The retail sales of cosmetics have increased by 9.8%, significantly higher than the overall retail sales growth of 5.7% in April [13] Digital Currency - The Hong Kong government has officially enacted the "Stablecoin Ordinance," marking a significant regulatory development in the digital currency space [21] Unmanned Vehicles - The unmanned delivery vehicle industry is reportedly growing at ten times the speed of last year, with New Stone's monthly delivery exceeding 1,000 units [24] IP Economy - The stock of Pop Mart, a leading player in the IP economy, has risen over 4%, reaching a new historical high [26] Deep Sea Technology - The Guangdong Provincial People's Congress has announced new regulations to promote high-quality development of the marine economy, focusing on optimizing spatial layout [39] Nuclear Power - Meta has signed a 20-year power purchase agreement with Constellation Energy to buy nuclear power for its data centers, marking a significant collaboration between tech companies and nuclear power [42]

Market Overview - The A-share market experienced a rebound on Wednesday, with the ChiNext Index leading the gains. The Shanghai Composite Index closed at 3376.20 points, up 0.42%, with a trading volume of 446.8 billion yuan. The Shenzhen Component Index closed at 10144.58 points, up 0.87%, with a trading volume of 706.2 billion yuan. The ChiNext Index closed at 2024.93 points, up 1.11%, with a trading volume of 319.5 billion yuan [1]. Sector Performance - The consumer sector showed strong performance, with beauty care and beer concepts leading the gains. Stocks like Lehui International hit the daily limit. Solid-state battery concept stocks also surged, with companies like Chuan Yi Technology reaching the daily limit. The computing power concept stocks rebounded, with Tai Chen Guang rising over 10%. Conversely, the unmanned vehicle concept stocks faced adjustments, with Fu Long Ma nearing the daily limit [2]. Institutional Insights - According to Jifeng Investment Advisory, the market is currently consolidating below the 3400-point level, with policy support and long-term capital inflows expected to drive further upward movement in the A-share market. Investors are advised to buy on dips, focusing on sectors like consumer goods, semiconductors, and robotics that benefit from policy support [3]. - CITIC Construction expressed optimism about strategic metals such as antimony, bismuth, tungsten, and molybdenum, which have shown significant price increases due to resource scarcity and rigid supply. The demand from new energy, new materials, and military industries is expected to continue driving these trends, suggesting a focus on investment opportunities in strategic metals [3]. Market Sentiment - According to Furong Fund, the equity market remains in a volatile range, with fluctuations driven by the relative positions of capital and stock prices. The previously high-performing technology sector has seen a decline in trading volume, but the industry continues to develop positively. The technology sector may be entering a mid-term layout phase, with a focus on AI, semiconductors, and robotics as key growth areas [4].

家人们，我是帮主郑重！今天早盘市场给了个小惊喜——创业板指半日涨1.22%，近4000只个股飘红，这行情看着挺热闹。但别急着喊牛市，咱们得扒开数 据看门道。 先看盘面，三大指数全线收红，沪指涨0.43%，深成指涨0.91%，创业板指领涨1.22%。北向资金半天净流入超50亿，外资这波抄底动作挺快。不过成交量缩 到7425亿，比昨天少了200多亿，说明市场还是有点犹豫，资金在等方向确认。 科技线：AI硬件反弹，铜缆链接成新宠 早盘AI硬件概念集体反弹，华脉科技、润建股份涨停，光模块、服务器这些老面孔又支棱起来了。这和咱们之前聊的算力产业链逻辑不谋而合——国产替 代加速，华为昇腾生态的兄弟们（比如拓维信息）订单接到手软。铜缆高速链接突然异动，估计是英伟达Blackwell芯片量产的消息刺激的，国产替代逻辑 下，得润电子这些做连接器的公司成了资金新宠。 另一边，大消费板块突然发力，香飘飘、峨眉山A涨停，金陵体育这种体育消费股也冲上涨停。这波反弹有点意外，但细想也在情理之中——五六月是传统 消费旺季，叠加618临近，资金提前布局。不过要提醒一句，消费复苏持续性要看政策落地情况，别被短期情绪带偏。摘帽板块异动倒是正常， ...

Market Overview - The market continued its rebound in the morning session, with the ChiNext Index leading the gains [1] - The total trading volume in the Shanghai and Shenzhen markets reached 727 billion, a decrease of 23.4 billion compared to the previous trading day [1] - Over 3,900 stocks rose, indicating a broad-based market rally [1] Sector Performance - Consumer stocks showed strong performance, particularly in the food and beverage sector, with multiple stocks hitting the daily limit [1] - Solid-state battery concept stocks also surged, with Longpan Technology reaching the daily limit [1] - Computing power concept stocks rebounded, with Taicheng Guang rising over 10% [1] - The beer concept, delisting, CPO, and solid-state battery sectors were among the top gainers, while airport, logistics, glyphosate, and cross-border payment sectors faced declines [1] Index Performance - The Shanghai Composite Index rose by 0.43%, closing at 3,376.58 [2] - The Shenzhen Component Index increased by 0.91%, closing at 10,148.98 [2] - The ChiNext Index gained 1.22%, closing at 2,027.16 [2] Market Statistics - The limit-up rate was 71%, with 49 stocks hitting the limit and 20 stocks touching the limit [5] - The opening rate was 78%, and the profit rate stood at 63% [5]

从2026年7月1日起，新版动力电池安全国家强制性标准就要正式开始实施，要求电池 "不起火、不爆炸"。留心的朋友会发现，这个新国标的实施时间和各 大车企公布的固态电池量产时间非常相近，预计届时会大幅度提升新车型对固态电池的搭载率。 目前中国固态电池产业链竞争格局层次分明，老牌电池企业阵营中以宁德时代、国轩高科、先导智能等龙头具有代表性，新兴企业当中卫蓝新能源、清陶能 源、太蓝新能源等潜力较大，这些电池ETF（561910）均有布局。 在多重利好催化下，最近固态电池概念股表现很活跃，鹏辉能源、国轩高科等涨幅显著，三祥新材年内涨幅甚至高达30%。 电池网数据显示，整个5月近20只固态电池概念股获得杠杆资金加仓，其中比亚迪、国轩高科杠杆资金净买入额居前，分别为10.2亿元和1.52亿元；天奈科 技、容百科技、先导智能、当升科技等杠杆资金加仓额也居前。 今日早盘，亿纬锂能、欣旺达、科达利等纷纷涨超1%，固态电池含量较高的$电池ETF(SH561910)$盘中一度涨超0.8%。数据显示，该ETF从4月8日以来累 计上涨了5%，自去年924以来涨幅更是高达21%。 最近5个交易日电池ETF（561910）也一直保持吸金姿 ...

北交所氢能源相关标的有： 天力复合、凯大催化、硅烷科技、惠同新材、方盛股份、齐鲁华信，其中 凯大催化、方盛股份 识别度较高。 3、特斯拉Robotaxi上线运营 5月21日，特斯拉CEO马斯克接受CNBC旗下"Power Lunch"节目采访时宣布，6月奥斯汀将上线无监督 FSD的Robotaxi服务，届时车辆上将没有安全驾驶员，只有车辆"孤单"地全天候运行。计划初期投放10- 20辆车，逐步扩展至其他城市，车主可出租闲置车辆赚取收入，这是自动驾驶实现商业化的关键一步， 预计2026年达数十万辆规模。 5月，北交所走了一波冲高回落。节后开盘一直到5月21日是一路高歌，北证50指数上涨超过10%，一举 达到1500点新高，较沪深也是遥遥领先，但过程中北研君也是捕捉到诸多蹊跷，包括"加价不增量"、个 股赚钱难度增大、"关键少数"让指数走势失真等，进而判断本轮创新高概率不大；随后，北证见顶回 调，同时成交量收缩严重， 但调整幅度小于我们的预期，表现相对强势 。 进入6月，2025年的上半年即将收关，全年经济发展的基调逐步显现，诸多关键经济数据将密集披露， 各行各业对下半年的规划布局也要陆续展开。 那么本月会有哪些可 ...

Group 1: Consumer Goods and Market Trends - The sales volume of consumer goods through the old-for-new program has exceeded 1 trillion yuan as of June 1, indicating a strong recovery in consumption [1] - As of May 31, the old-for-new program has driven a total sales volume of 1.1 trillion yuan across five major categories, with approximately 175 million subsidies issued to consumers [1] - The automotive sector has seen 4.12 million subsidy applications, while 49.86 million consumers purchased 77.62 million units of 12 major categories of home appliances [1] Group 2: Stock Market Analysis - The A-share market is experiencing rapid shifts in hotspots, with technology sectors leading the gains, although uncertainties remain due to ongoing overseas tariff issues [2] - The average price-to-earnings ratios for the Shanghai Composite Index and the ChiNext Index are at 13.69 times and 35.8 times, respectively, indicating a suitable environment for medium to long-term investments [3] - The market is expected to continue a pattern of oscillation and rotation of hotspots, with a focus on technology and consumer sectors [4] Group 3: Stablecoin Industry Developments - Circle, the issuer of the USDC stablecoin, plans to go public on the NYSE, aiming to raise up to $624 million with a total valuation of $6.7 billion [5] - The global stablecoin market is projected to reach nearly $240 billion by April 2025, with USDT and USDC dominating the market with a combined share of nearly 90% [5] - Stablecoins are increasingly being utilized in various payment and transaction scenarios, with a total transfer volume expected to reach $27.6 trillion in 2024, surpassing traditional payment giants [6] Group 4: Industrial Software and Investment Opportunities - The inclusion of industrial software in the "two new" policy is expected to stimulate investment and development in the sector, with a projected market size of 333.2 billion yuan by 2024 [8][9] - The government aims to update approximately 200,000 sets of industrial software and 80,000 sets of operating systems by 2027, focusing on key industries such as petrochemicals and aerospace [8] - Companies like Saiyi Information and Dingjie Zhizhi are recommended for investment due to their involvement in the industrial software sector [9] Group 5: Solid-State Battery Market Insights - Solid-state batteries are anticipated to play a crucial role in the global energy market, with expected shipments reaching 614.1 GWh by 2030 [10][11] - The market for solid-state batteries is driven by demand from electric vehicles, low-altitude economy, and robotics, with significant advantages over traditional lithium-ion batteries [10] - Investment opportunities in the solid-state battery sector include companies such as Sanxiang New Materials and Shanghai Xiba [12]

黑周五魔咒再现！ 主力半响狂抛400亿，4100股惨绿背后三大杀器曝光 节前持币资金惊惧出逃，叠加美联储推延降息引爆外部危险。 技能面已现破位信号：沪指失守20日牛熊线，创业板迫临60日生命线。 商场惊现三大致命伤 一、主力掀桌：每分钟促销8亿，谁在张狂跑路？ 上午9点30分刚开盘，A股就遭当头一棒。 今日A股遭受"端午劫"！ 上午超4100只个股飘绿，三大指数团体跳水。 主力资金张狂出逃近400亿元，每分钟砸盘超8亿，直接点着带量跌落导火索。 主力资金像约好似的团体砸盘，开盘半小时每分钟兜售超8亿元。 仅半响净流出近400亿，相当于4个中型上市公司市值瞬间蒸发。 权重股团体"装死"，仅银行股牵强护盘；体裁股更血流成河，北证50单周暴降6.15%。 内外资联手做空形成绞杀局。 二、节前魔咒发威：持币过节派掀兜售潮 今天是端午节前最后一个买卖日。 持币过节资金团体选择"落袋为安"，抛压集中在消费和科技板块。 旅游股首战之地，中青旅、众信旅游跌逾5%。 历史数据揭示惊人规则。 大单抛压集中在酿酒和证券板块。 茅台单日跌超3%，五粮液重挫4%；券商龙头中信证券放量跌落2.7%。 就连护盘主力军银行股也力不从心，工行 ...

｜2025年5月29日星期四｜ NO.1国际机器人技能大赛将于5月29日举行 国际机器人技能大赛媒体通气会5月28日在上海张江举行。国际机器人技能大赛以"劳动最光荣"为主 题。随着机器人技术的不断成熟，机器人何时能进入工业场景、如何进入家庭、如何在创新场景应用成 为关注焦点。此次大赛是在往年张江机器人赛事的基础上继续推进，旨在进一步激活上海机器人产业高 质量发展新动力，以赛促产，汇聚顶尖专家及企业，聚焦技术落地与生态构建，推进场景落地应用。 NO.5泰康稳行完成私募基金管理人备案登记，首期规模预计120亿元 5月28日，第二批险资长期股票投资试点传来消息。基金业协会披露了最新一批完成备案登记的私募基 金管理人名单，泰康稳行(武汉)私募基金管理有限公司引发关注，其由泰康资产管理有限责任公司全资 持股。据了解，泰康稳行将作为基金管理人向泰康人寿保险有限责任公司定向发行契约型私募证券投资 基金，泰康人寿作为单一持有人，首期投资规模预计为120亿元。该基金以基本面分析为出发点，精选 境内市场和港股市场的优质上市公司。 NO.6重庆：推广"跨境电商+产业带"模式，支持外贸转型升级 5月28日，重庆市人民政府办公厅发布《 ...

新华财经北京5月28日电（王媛媛）周三A股三大指数震荡整理，最终沪指微幅收跌。截至收盘，沪指 报3339.93点，跌0.02%，成交3893亿元；深证成指报10003.27点，跌0.26%，成交6911亿元；创业板指 报1985.38点，跌0.26%，成交2722亿元。 板块方面，饮料制造、可控核聚变、垃圾分类、深海科技等板块涨幅居前，电商、化学原料、CRO、 造纸等板块跌幅居前。 盘面热点 盘面上，新消费股逆势大涨，饮料、IP经济等方向领涨，会稽山等多股涨停。无人环卫车概念股集体走 强，劲旅环境等涨停。核电股一度冲高，融发核电等涨停。下跌方面，医药股展开调整，海辰药业跌超 10%。 个股方面，全市场超3400只个股下跌，上涨个股1751只，逾70只股票涨停。 机构观点 巨丰投顾：周三市场震荡运行，可控核聚变板块涨幅居前。近期市场风格切换较为频繁，尽管外部环境 存在一定不确定性，但国内政策持续释放积极信号，包括 "国家队" 加码认购 ETF、公募机构自购新基 等动作，均体现出对市场中长期价值的认可。震荡格局下结构性机会依然值得期待。具体投资方向上， 建议关注维持高景气度的半导体、消费电子、人工智能、机器人等领 ...