相关ETF （原标题：和讯投顾周遵健：华铁岩山王者归来 算力/机器人强势反弹 常山鸿博当仁不让） 5月6日，和讯投顾周遵健分析称，明天这个方向注意了，今天指数一路上攻，题材百花齐放，算力，汽车配件、机器人、鸿蒙概念等各个板块轮 番上涨，华铁盐山诸多前期强势个股更是王者归来，常山放量晋级二板也是当仁不让，但如此刻意的营造轮动假象，却彻底的暴露出主力意图。 首先看高标鱼三今日的反馈，不知大家有没有什么疑惑，反正我是觉得在指数上涨的背景下，它却走出了一个放量烂板的走势，实在不应该该强 不强是为弱，明天要想转强缩量晋级的难度，宝哥认为有有所变大，目前它的板块效应一般，走势有些独立，更多的是资金的情绪博弈，具体明 天可看看竞价反馈如何，若低开就会加大晋级的难度，若爆量抢筹高开就是加分项，再看算力方向，今天表现强势主要的上涨逻辑，只要周末关 注了信息面应该都清楚，主要就是央视报道国家加大投入，支持长远性数据基础设施建设，所带来的数据基建长远规划，为芯片算力行业注入了 信心。因此盘面咱们看到了电光继续顶一字，华盛收t字板，并且板块内前期具备一定辨识度的华铁、大卫等等都出现了涨停，分支里面涨停家数 较多的则是叠加了数据中心的 ...

刚刚参加完中国进出口商品交易会（广交会），苏州菠萝健康科技有限公司总经理申广平又携公司 最新研发产品，马不停蹄赶赴意大利博洛尼亚汽车保养及配件展览会。"5月份还要飞一趟俄罗斯，我们 的产品在当地很受欢迎，争取把市场进一步做大。"电话那头，申广平的嗓音略显沙哑，但充满信心。 苦练内功，以自身发展的确定性应对外部环境的不确定性，成为相城外贸企业一致遵循的准则。走 进相城高新区（元和街道）未来者跨境电商产业园，园区企业苏州破浪电子商务有限公司的展厅内，陈 列着宠物小西装、针织衫和救生衣等犬类服饰，这些功能和颜值兼具的产品成为亚马逊等国外电商平 台"爆款"，去年在欧美售出超300万件，创下5000万美元销售额，占据欧美宠物服饰线上市场三成以 上。 "宠物经济有着巨大的发展潜力，我们只要在细分领域做到头部，就有底气应对外部环境的冲 击。"苏州破浪电子商务有限公司总经理杨林表示，目前企业已完成研发、设计、生产、仓储、出海全 产业链布局，并大力投入品牌打造与知识产权建设，拥有自主品牌及专利40余项，今年一季度销售额增 长超20％。 最新数据显示，相城区已集聚超2000家外贸企业，一季度货物贸易进出口总值达145.29亿元， ...

汽车行业竞争导致车载照明业务毛利率承压。2024年我国汽车产销量同比分别增长3.7%和4.5%，实现历 史新高；其中新能源车产销量同比分别增长34.4%和35.5%，新能源汽车渗透率突破40%，较上一年提升 9.3PCT。但2024年汽车行业竞争激烈，竞争传递到上游配件企业。2024年公司车载业务板块实现营业收 入5.96亿元，同比下降4.43%；毛利率15.8%，同比减少3.45PCT。公司持续聚焦"车用照明+车载控制器"领 域，多个项目正式量产，实现了发光总成和主机厂客户的突破，与零跑汽车达成战略合作，业务稳步推 进。 中国银河（601881）证券股份有限公司杨策,何伟近期对得邦照明（603303）进行研究并发布了研究报告 《2024年&2025年一季报业绩点评：供应链全球化应对出口压力》，给予得邦照明增持评级。 得邦照明 核心观点 事件：2024年公司实现营业收入44.31亿元，同比下降5.66%；归母净利润合计达3.47亿元，同比下降 7.53%。2025年一季度，公司实现营业收入9.98亿元，同比下降8.09%；归母净利润0.62亿元，同比下降 17.11%。2021至2023年公司现金分红率分别为 ...

Core Viewpoint - Chinese manufacturing is actively seeking to diversify its markets and reduce reliance on the U.S. amid tariff pressures, leveraging cross-border e-commerce platforms to connect with global buyers and secure orders [1][5][11]. Group 1: Market Diversification - Chinese manufacturers are exploring "second markets" to stabilize orders and expand their global footprint, as evidenced by a recent trade event in Nanjing where nearly 50 international buyers participated [1][3]. - The platform China Manufacturing Network is facilitating direct interactions between overseas buyers and Chinese companies, allowing for more efficient procurement processes [5][6]. - Companies are increasingly focusing on markets outside the U.S., with some reallocating resources to regions like Africa and Southeast Asia to mitigate risks associated with U.S. tariffs [9][11]. Group 2: Technological Integration - The China Manufacturing Network is utilizing digital technologies to streamline traditional trade processes, enhancing the efficiency of supply chain connections [5][12]. - The platform has recorded significant traffic and engagement, with 2.68 billion annual visits and 43.6 million registered buyer behaviors, indicating a robust ecosystem for international trade [5][12]. - The integration of AI tools is being employed to match Chinese manufacturers with global market demands more accurately [5][12]. Group 3: Product Innovation and Value Addition - Companies are encouraged to enhance their product offerings by increasing technological content and reducing price sensitivity to improve competitiveness in global markets [11][12]. - Specific examples include innovative products like rainwater collection modules and resin concrete drainage systems, which offer cost-effective solutions compared to traditional materials [12]. - The focus on high-margin products and differentiated competitive advantages is seen as essential for sustaining growth in international markets [12]. Group 4: Emerging Market Trends - The platform has reported significant growth in business opportunities in emerging markets, with notable increases in traffic and opportunities in the Middle East and Latin America [12]. - In the first quarter of 2025, overall business opportunities on the platform surged by 42.7%, with the Middle East, South America, and East Asia showing the highest growth rates [12]. - The emphasis on leveraging cross-border e-commerce for precise customer acquisition and building private traffic is becoming a strategic focus for Chinese exporters [12].