收盘了，咱们一起来唠唠今天的市场。A股今天整体呈震荡格局，市场情绪中性偏暖。创业板和深证成指表现强劲，题材股表活跃，尤其是悦己消费题 材，但高位股普遍表现疲软，市场资金还在轮动中寻找热点。 涨幅较大个股： 宁新新材：涨幅30.0%，固态电池概念，行业利好影响。 舒泰神：涨幅20.02%，创新药概念，行业利好影响。 领湃科技：涨幅20.0%，固态电池概念，行业利好影响。 跌幅较大的个股： 昨天深夜，一则消息引发黄金飙涨，现货黄金价格强势突破3300美元关键点位！ 华夏幸福：跌幅10.14%，5月16号和19号曾连续两个交易日涨停，高位回调。 成飞集成：跌幅10.0%，最近的人气股，高位股回调。 信隆健康：跌幅9.95%，主力抛售的嫌疑较大。 昨天的头条咱们盘点了全固态电池这个板块的上涨逻辑和概念股名单，今天固态电池板块迎来了集体大爆发！ 金龙羽、国轩高科、滨海能源、圣阳股 份、领湃科技涨停 ， 这可都是咱们昨天表里提过的股。有兴趣的股友们可以去回顾下 → 千亿赛道爆发：全固态电池量产倒计时，多股涨停！最全概念股 一览（附股） | 601899.SH | | | | | --- | --- | --- | --- ...

A股三大指数今日集体上涨，大小盘个股分化，截至收盘，沪指涨0.21%，深成指涨0.44%，创业板指涨0.83%，北证50指数涨0.39%。全市场成 交额12143亿元，较上日放量31亿元。全市场3500只个股飘绿。 板块题材上，贵金属、固态电池、煤炭、电力、创新药板块领涨；工业母机、PEEK材料板块领跌。 值得注意的是，高位股多数调整， 成飞集成 跌停， 中毅达 午后上演天地板。 01 黄金暴力拉升，纽约金重回3300 COMEX黄金昨夜盘中爆拉，截止收盘涨1.83%，收复3300点，收盘3301.4点。今天A股，港股黄金板块涨幅居前，截至发稿前港股黄金板块涨 4.90%，A股黄金概念板块涨2.06% | ( | 黄金 | | | | --- | --- | --- | --- | | | 3930.15 (+183.65 +4.90%) | | | | 9:30 | 12:00/13:00 | | 16:00 | | 讨论 | 资讯 成分股 | | | | □ 名称 | | 最新价 ◆ | 涨跌幅 ◆ | | 珠峰黄金 | | 1.95 | +12.07% | | HK 01815 延时 | | | | | ...

一、行情回顾 沪指全天窄幅震荡，创业板指走势较强，北证50再创历史新高。黄金股集体大涨，莱绅通灵涨停，晓程科技涨超10%。固态电池概念爆发，金龙羽、国轩高 科、领湃科技等多股封板。医药股继续活跃，三生国健、舒泰神、海辰药业等涨停。下跌方面，军工板块调整，成飞集成跌停。指数黄白二线分化，个股跌 多涨少，沪深京三市约3600股飘绿，今日成交1.21万亿。 二、当日热点 1.黄金 黄金板块今日大涨，莱绅通灵、西部黄金涨停，晓程科技、紫金矿业大涨。 今日现货黄金上破3300美元/盎司大关，为5月9日以来首次。 另外，据智通财经报道，国内金饰方面，5月21日，周生生足金报价1007元/克，相比于昨日上涨25元/克；老庙黄金足金饰品报价为1004元/克，一夜涨近30 元/克；周大福金饰报价为1008元/克，较前一日每克上涨26元。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- | | 菜细通灵 | 2天2板 | 9.78 | +10.01% | 11:29:47 ...

Market Overview - A-shares experienced a volatile increase on May 21, with the Shanghai Composite Index rising by 0.21%, the Shenzhen Component Index by 0.44%, and the ChiNext Index by 0.83% [2] - The North Star 50 Index reached a new historical high, with a total of 1,615 stocks rising and 3,604 stocks declining [2][3] Stock Performance - Gold stocks saw a collective surge, with notable performers including Lai Shen Tong Ling, which hit the daily limit, and Xiao Cheng Technology, which rose over 10% [3] - Solid-state battery concept stocks exploded, with Jin Long Yu, Guo Xuan High-Tech, and Ling Pai Technology hitting the daily limit [5] - Pharmaceutical stocks remained active, with San Sheng Guo Jian, Shu Tai Shen, and Hai Chen Pharmaceutical also hitting the daily limit [6] Oil Market Dynamics - Brent crude oil prices surpassed $66 per barrel, while WTI crude oil saw a peak increase of 3.5% before retreating [8] - The oil market has been volatile due to fluctuating news regarding Iran and U.S. nuclear negotiations, with potential Israeli strikes on Iranian nuclear facilities causing price spikes [11][12] - If Israel were to strike, it could disrupt global oil supply, with estimates suggesting that such an action could increase oil prices by approximately $8 per barrel [14]

5月21日连板股分析：连板股晋级率超四成 中毅达午间发布风险提示 今日共55股涨停，连板股总数18只，其中三连板及以上个股12只，上一交易日共28只连板股，连板股晋级率42.85%（不含ST股、退市股）。个股方面，高 位股早盘竞价承压，但南京港、宁波远洋、利君股份等个股开盘后集体"反核"，一度营造了良好的短线氛围。不过，人气股中毅达午间发布风险提示，表示 如果后续交易进一步出现重大异常，将申请停牌核查。高位股受消息冲击，午后分歧加剧，中毅达跌超5%，成飞集成跌停。板块方面，固态电池板块异军 突起，金龙羽2连板，北交所宁新新材30CM涨停，国轩高科、领湃科技等涨停，消息面上，国轩高科近日举行2025全球科技大会，宣布已建成0.2GWh全固 态电池中试线，并发布了包括G垣准固态电池在内的6项新产品。 | 连板数 | 晋级率 | | 2025-5-21 | | --- | --- | --- | --- | | 4 #5 | 2/2=100% | 郑中设计(城市更新+IP经济) | | | 3 #4 | 1/6=16% | 天汽模(并购重组) | | | 2进3 | 9/20=45% | 综艺股份(并购重组) | ...

智通财经5月21日电，洁美科技(002859.SZ)公告称，公司控股子公司柔震科技与某固态电池生产企业于 2025年5月14日签署《战略合作框架协议》。双方将共同设计开发"高安全轻量化复合集流体"产品，并 根据需求进行生产制造供货。该协议预计对公司本年度的经营业绩不会产生重大影响，但会对公司未来 发展起到积极作用。柔震科技作为复合集流体行业的领军企业，具有研发、生产和销售能力，而该固态 电池生产企业专注于开发新一代高安全高比能固态动力电池及储能电池。双方旨在通过合作提高各自产 品的竞争力和市场份额，打造双赢、可持续发展的战略合作伙伴关系。 洁美科技：控股子公司柔震科技与某固态电池生产企业签署战略合作框架协议 ...

场内超3500股飘绿，半导体、汽车、军工等板块走低；煤炭板块强势拉升，大有能源（600403）涨停，晋控煤业（601001）、山煤国际（600546）涨近6%； 保险、银行板块上扬，江苏银行（600919）、成都银行（601838）等再创新高；固态电池概念崛起，领湃科技（300530）等20%涨停，宁德时代（300750） 一度大涨超5%，创年内新高；创新药概念再度活跃，舒泰神（300204）20%涨停，三生国健（688336）斩获3连板。 港股方面，昨日登陆港交所的宁德时代（03750）再度走强，盘中一度大涨9%；潮玩龙头泡泡玛特(09992)盘中涨超5%，再创历史新高。 21日早盘，两市主要股指发力上扬，北证50指数涨超1%再创新高；港股亦上扬。 富时中国A50指数期货涨超1%。离岸人民币兑美元升值101点，现报7.2041，在岸人民币现报7.2076。 具体来看，三大股指盘中集体拉升，创业板指一度涨超1%。截至收盘，沪指涨0.38%报3393.49点，深证成指涨0.53%，创业板指涨0.99%，北证50指数涨 1.3%，沪深北三市合计成交7790亿元。 固态电池概念崛起 固态电池概念盘中强势拉升，截至午 ...

"宁王"，重回市场C位。 今天上午，宁德时代（300750）上涨4.38%，股价报274.52元/股，创本轮反弹新高，成交 额为91.8亿元，居A股第一。 宁德时代H股上午上涨11.56%，报341.6港元/股。 另一只新能源汽车龙头股比亚迪也表现不俗，上午上涨1.52%报400.81元/股，盘中股价最 高触及404元，创历史新高。港股比亚迪股份上午上涨2.83%，股价报457.2港元/股。 在宁德时代、比亚迪带动下， 锂电产业链上午表现活跃，电池、石墨电极、能源金属、汽车 整车等板块走强 。 上午收盘，上证指数上涨0.38%，深证成指上涨0.53%，创业板指上涨0.99%。高股息资产 走强，煤炭板块领涨。医药股继续表现活跃，重组蛋白、创新药等板块涨幅居前。 泡泡玛特再创历史新高 今天上午， 泡泡玛特上涨3.46%，股价再度刷新历史新高，最新收盘价为215.4港元。 近 日，摩根士丹利发布研报，将泡泡玛特目标价由204港元上调至224港元，并给予"增持"评 级。 泡泡玛特无疑是这一轮新消费行情的领军者。说到新消费，就不得不提 情绪价值、精神需 求。正如一位业内人士所言："泡泡玛特的真正价值在于将IP转化为可持 ...

Solid-State Battery Sector - Several companies in the solid-state battery sector have shown significant stock price increases, with notable gains including Ningxin New Materials at 30.00% and Lingpai Technology at 20.00% [3][4] - Jinlongyu and Guoxuan High-Tech both achieved a 9.99% increase, indicating strong market interest in solid-state battery technologies [3] Mergers and Acquisitions - The China Securities Regulatory Commission has encouraged private equity funds to participate in mergers and acquisitions of listed companies, which has led to increased stock performance in this area [5] - Companies like Zongyi Co. and Tianqimo have seen stock price increases of 9.94% and 10.00% respectively, attributed to merger and acquisition activities [6][8] Innovative Pharmaceuticals - The announcement of a licensing agreement between 3SBio and Pfizer for a dual-specific antibody has set a record for upfront payments in the domestic innovative drug sector, amounting to $1.25 billion [9] - Stocks such as Sanofi Guojian and Hasi Lian have experienced gains of 19.99% and 9.98% respectively, reflecting positive market sentiment towards innovative pharmaceuticals [10][11] Chemical Industry - Recent fluctuations in chemical product prices have drawn market attention, with companies like Yong'an Pharmaceutical and Anada both achieving a 10.00% increase in stock prices [12] Power Sector - The National Energy Administration reported a 4.7% year-on-year increase in total electricity consumption, which has positively impacted stocks in the power sector, including Hunan Development with a 10.01% increase [13] Daily Chemical Products - The domestic consumption medical market is projected to reach a scale of 3.529 billion yuan by 2025, driving interest in related stocks [14] Gold Concept - COMEX gold futures rose by 1.83%, reaching $3,292.6 per ounce, which has positively influenced stocks in the gold jewelry sector, such as Laisentongling with a 10.01% increase [17][18] BYD Concept - The revised regulations from the central government promoting the use of domestic and new energy vehicles have led to stock increases for companies like Changqing Co. and Tongda Electric, both showing gains around 10% [19][20] Other Notable Stocks - Zhengzhong Design and Liren Lizhuang have both achieved significant stock price increases, with Zhengzhong Design at 10.00% and Liren Lizhuang at 9.99% [22][25]

下面我们来说一下风险和机会。首先说风险，航运港口大跌，前期利好兑现引发了资金的撤离，各位需 要警惕运价回落的风险，并且警惕今日涨幅过多的个股的风险。另一个就是中长期的机会在哪里？一个 消费复苏，另一个固态电池，第三个就是鸿蒙的生态。 另一个就是科技成长的亮点，固态电池量产在即，整个固态电池上车测试，一季度报平均都报喜，报喜 率超过了67%。第二个就是鸿蒙电脑的预售破万台，华为鸿蒙电脑1100款外设兼容政务渗透率超过了 30%。接下来我看一下今天发生的要闻，lpr降息10个基点，一年期定期利率下破了1%，目前A股处于估 值优势凸显，万亿的市场等待着入市，另一个就是固态电池政策的加码，公某部明确支持标准体系的建 设，珠海、上海等地都在规划产业集群，2027年能实现装车应用。第三个就是鸿蒙PC的开启的预售， 预售量突破了万台，鸿蒙生态覆盖了1100款设备，整个国产操作系统被打破了垄断。 （原标题：和讯投顾严笙：LPR降息激活市场，消费与科技双线爆发） 5月20日，A股今天放量大涨，沪指稳定站上3370，北证50创历史新高，消费和科技的双线爆发，市场 到底发生了什么？和讯投顾严笙分析，首先指数方面和资金动向，指数沪指 ...