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 ...

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。 ...

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]

Group 1 - The core viewpoint indicates a significant adjustment in the port and shipping sector, leading to a sharp decline in the stock price of Ningbo Ocean (601022), which hit the daily limit down [1] - Other companies in the sector, such as Lianyungang (601008), Ningbo Shipping (600798), Nanjing Port (002040), and Phoenix Shipping (000520), also experienced declines in their stock prices [1] - There is a noted influx of dark pool capital into these stocks, suggesting potential interest from institutional investors despite the current downturn [1]

Core Viewpoint - The article discusses the impact of the recent 90-day tariff "truce" between the U.S. and China on the Port of Los Angeles, highlighting the uncertainty in trade and the potential consequences for shipping and employment in the port [1] Group 1: Trade and Shipping Data - The Port of Los Angeles derives nearly 45% of its business from China, indicating a significant reliance on Chinese trade [1] - In April, the port's container throughput increased by 9.5% year-on-year, despite a 3% decline in exports and a 5% increase in imports [1] - The increase in imports is attributed to importers rushing to secure goods before tariffs are reinstated, reflecting a "shipping panic" [1] Group 2: Employment and Shipping Operations - In the first week of May, inbound container cargo volume at the Port of Los Angeles plummeted by 30%, showcasing the immediate impact of tariff uncertainties [1] - The port anticipates nearly 80 ships to arrive in May, with 17 already canceled, and 10 voyages canceled in June, leading to reduced demand for dockworkers [1] - The uncertainty surrounding tariffs is causing companies to expedite orders, with one clothing startup founder expressing concerns about potential shortages and delays [1] Group 3: Future Outlook - The "truce" has led to a temporary increase in container bookings, but future bookings for the next three weeks are only expected to be 80% of the usual volume for this time of year [1] - This decline in bookings may result in lower inventory levels, reduced consumer choices, and potentially higher prices for goods [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The average duration of ships in major domestic ports remains at a high level. Whether the surge in Sino - US goods will cause the port congestion to continue to deteriorate needs further observation. The Port of Klang is operating under continuous overload, and the port congestion has worsened again, with the average duration of ships in the port rebounding to about 2.5 days. - Some ports in Northwest Europe still have congestion problems due to issues such as intermittent strikes, cargo backlogs, and labor shortages. A strike will be held again in Belgian ports this week, and the congestion disturbance may be difficult to eliminate in the short term. - North American ports are operating well, and attention should be paid to whether the subsequent dense arrival of goods will cause port congestion [2]. 3. Summary by Relevant Catalogs 3.1 Data Review - **Asia Ports**: - In Yangshan Port, the weekly average waiting time/berthing time of ocean - going container ships is 14.3 hours/25.5 hours, and the latest number of container ships at anchor/berthing is 19/26. In Ningbo Port, the corresponding figures are 15.5 hours/26.9 hours and 38/33. In Qingdao, it's 14.6 hours/42.6 hours. In Singapore Port, it's 3.5 hours/28.4 hours with 4/47 ships at anchor/berthing. In the Port of Klang, it's 34.8 hours/28.1 hours with 16/22 ships at anchor/berthing [2]. - The latest average duration in port of Yangshan, Ningbo, Singapore, and the Port of Klang is 39.6 hours, 40.8 hours, 31.6 hours, and 63.0 hours respectively. The month - on - month changes are - 4.3 hours, - 7.2 hours, 0.2 hours, and 20.2 hours, and the year - on - year changes are 11.0 hours, - 3.5 hours, - 7.5 hours, and 29.1 hours [6]. - **European Ports**: - In Rotterdam, Antwerp, Hamburg, and Bremen, the weekly average waiting time/berthing time of ocean - going container ships are 13.8 hours/43.0 hours, 31.0 hours/40.7 hours, 27.7 hours/46.9 hours, and 11.1 hours/43.6 hours respectively. The latest number of container ships at anchor/berthing in Rotterdam, Antwerp, and Hamburg are 4/26, 5/18, and 4/17 respectively. In Valencia, the weekly average waiting time/berthing time is 9.2 hours/36.2 hours, and the number of ships at anchor/berthing is 2/10 [2]. - The latest average duration in port of Rotterdam, Hamburg, and Valencia is 53.1 hours, 66.3 hours, and 43.7 hours respectively. The month - on - month changes are - 5.9 hours, - 6.7 hours, and - 0.4 hours, and the year - on - year changes are 1.0 hours, 14.0 hours, and 1.7 hours [6]. - **North American Ports**: - In Long Beach, Los Angeles, and Tacoma, the weekly average waiting time/berthing time of ocean - going container ships are 0 hours/82.1 hours, 3.8 hours/92.9 hours, and 0 hours/78.7 hours respectively. The number of container ships at anchor in Long Beach and Los Angeles is 0, and the number of berthing ships is 13. In New York, Savannah, and Norfolk, the weekly average waiting time/berthing time are 7.9 hours/48.1 hours, 24.1 hours/36.4 hours, and 20.7 hours/25.5 hours respectively. In New York, the number of ships at anchor/berthing is 0/12. In Houston Port, the weekly average waiting time/berthing time is 3.7 hours/45.5 hours [2]. - The latest average duration in port of Long Beach, Los Angeles, and New York is 107.3 hours, 106.1 hours, and 54.0 hours respectively. The month - on - month changes are 1.5 hours, - 3.6 hours, and 5.4 hours, and the year - on - year changes are - 1.9 hours, - 0.8 hours, and 6.6 hours [6]. 3.2 Asia Port Dynamic Tracking - The scale of container ships in port in China and Southeast Asia is presented through data on the number of container ships at anchor and berthing in different ports over time, including Shanghai, Singapore, and the Port of Klang [9][11]. - The average waiting time, berthing time, and in - port time of ocean - going container ships in Southeast Asian and Chinese container ports are tracked over time [17]. 3.3 European Port Dynamic Tracking - The scale of container ships in port in Europe, including Northwest Europe and the Mediterranean/Black Sea regions, is presented through data on the number of container ships at anchor and berthing in different ports such as Rotterdam, Antwerp, and Hamburg [20]. - The average waiting time, berthing time, and in - port time of ocean - going container ships in Northwest European and Mediterranean container ports are tracked over time [26][30]. 3.4 North American Port Dynamic Tracking - The number of container ships at anchor and berthing in North American ports, and the average waiting time, berthing time, and in - port time of ocean - going container ships in US container ports are presented [35][36]. - The scale of container ships in port in North America, including the East and West coasts, is presented [38]. 3.5 Large - Ship Arrival Situation and Key Hub Monitoring - The arrival situation of large - scale container ships in Yangshan Port, Ningbo Port, and Singapore Port is monitored over time [43]. - The arrival situation of 12,000 + TEU container ships of different alliances (Gemini, OA, PA + MSC) in Asia, Northwest Europe, and the Mediterranean is monitored [46][49]. - The passage situation of container ships through key shipping routes such as the Cape of Good Hope, Suez Canal, and Panama Canal is monitored [49].

5月20日，A股主要指数震荡上行，沪指收涨0.38%报3380点，深证成指涨0.77%，创业板指涨0.77%，北证50指数涨1.22%创历史新高。 全天成交1.21万亿元，较前一交易日增量923亿元，全市场超3800股上涨。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | Friend | 3380.48 | +12.90 | 40.38% | | 000001 | Now | | | | | 创业板指 | | 2048.46 | +15.70 | +0.77% | | 399006 | | | | | | 深证成指 | | 10249.17 | +78.08 +0.77% | | | 100002 | AF | | | | 盘面上，新消费方向走强，宠物经济板块持续爆发，盲盒经济、谷子经济板块走高，培育钻石板块拉升，家用轻工板块走强，美容护理、人造肉 及珠宝首饰等板块涨幅居前。另外，航运港口板块下挫，PEEK材料板块走低，航天航空、碳纤维、可控核聚变及钛白粉等板块跌幅居前。 | 行业热力图 v 领涨板块 | | | | | ...

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> A股三大指数今日集体上涨，截至收盘，沪指涨0.38%，深成指涨0.77%，创业板指涨0.77%，北证50指 数涨1.22%。全市场成交额12112亿元，较上日放量923亿元。全市场超3800只个股上涨。板块题材上， 美容护理、宠物经济、创新药、IP经济板块领涨；港口航运、化学纤维板块领跌。盘面上，宠物经济概 念涨幅居前，创源股份（300703）、贝因美（002570）、祖名股份（003030）、源飞宠物（001222）涨 停。IP经济概念领涨，曼卡龙（300945）、奥飞娱乐（002292）、实丰文化（002862）涨停。创新药概 念反弹，一品红（300723）、三生国健、华海药业（600521）、亚泰集团（600881）涨停。并购重组概 念持续活跃，综艺股份（600770）、天汽模（002510）、大唐电信（600198）、保变电气（600550）涨 停。港口航运概念跌幅居前，连云港、凤凰航运（000520）、宁波远洋（601022）跌停。高位股集体大 跌，利君股份（002651）、渝三峡A、尤夫股份（002427）等多股跌停。 ...

各位老铁，中午好！这里是帮主郑重的午评时间。今儿A股早盘挺热闹，三大指数集体飘红，创业板指更是涨超1%，像打了鸡血似的。虽说沪指走得稳 当，但创业板这波冲锋号一吹，市场人气明显起来了，全市场3600多只股票上涨，赚钱效应挺显眼。 要说今儿最亮眼的，非宠物经济莫属。这板块跟开了挂一样，可靠股份、天元宠物、源飞宠物这些票齐刷刷封死涨停板，连祖名股份这种做豆制品的都跟着 凑热闹，看来"毛孩子经济"真是势不可挡。为啥突然爆发？咱做了20年财经记者，看市场还是喜欢从长周期去琢磨——现在年轻人晚婚晚育，宠物成了"情 感寄托"，中老年群体养宠消愁，再加上宠物医疗、食品赛道不断细分，这背后是千亿级的消费增量啊。中长线看，宠物经济里那些能做出品牌溢价、打通 产业链的企业，说不定藏着慢牛机会。 再说IP经济，曼卡龙、奥飞娱乐、实丰文化这些票跟着涨停，明眼人都知道，迪士尼开园消息刺激是一方面，更深层的是国产动漫、潮玩IP正在破圈。现在 Z世代愿意为情怀买单，国漫电影票房屡创新高，说明文化消费升级趋势没变。不过咱得提醒一句，IP概念短期炒的是情绪，长期还得看有没有爆款内容支 撑，盲目追高容易踩坑。 创新药板块今儿也打了个漂亮的翻身仗 ...