Market Overview - The market experienced fluctuations with the ChiNext index leading the decline, and Ningde Times falling over 4% [1] - By the end of the trading day, the Shanghai Composite Index decreased by 0.05%, the Shenzhen Component Index fell by 0.41%, and the ChiNext Index dropped by 0.8% [1] - Over 3,700 stocks rose in the market, with total trading volume in the Shanghai and Shenzhen markets reaching 1.01 trillion yuan, a decrease of 145.6 billion yuan compared to the previous trading day [1] Sector Performance - The sectors that saw gains included controllable nuclear fusion, smart logistics, PEEK materials, and IP economy, while innovative drugs, complete automobiles, traditional Chinese medicine, and vitamins faced declines [1] - The controllable nuclear fusion sector rose by 5.14% year-to-date, while the gaming sector increased by 3.68% [11] ETF Activity - During the trading session, the broad-based ETFs experienced significant selling pressure, particularly between 11:15 and 11:25, coinciding with major indices hitting new lows [6][7] - The trading volume of certain index products, particularly the CSI 500 Index ETFs, was notably higher during this period, suggesting their influence on the market's rapid decline [9] Gaming Industry Insights - The Chinese gaming market reported a sales revenue of 85.704 billion yuan in Q1 2025, marking a year-on-year growth of 17.99% [12] - Major gaming companies like Century Huatong and Youzu Network reported significant revenue increases, with Century Huatong's revenue up by 91% year-on-year [12] - The gaming sector is viewed as having a favorable configuration value due to its growth potential and high dividend yields, with dynamic PE ratios for leading companies ranging from 11 to 17 times [12] Nuclear Fusion Developments - The controllable nuclear fusion sector remains active due to ongoing industrial advancements, including the early launch of a compact fusion energy experimental device project [13] - The U.S. plans to initiate the construction of ten large nuclear power plants by 2030, which has positively impacted the nuclear energy sector in the U.S. stock market [14] - The nuclear power market is seen as having substantial growth potential, with investment opportunities in core equipment suppliers and raw material providers [14]

Group 1 - China Nuclear International experienced a significant stock surge, rising over 180% at one point, and closing at 4.05 HKD, up 127.5% [1] - China Nuclear International is a member of China National Nuclear Corporation and serves as its only overseas uranium resource operation platform, actively seeking and expanding overseas uranium resource business [1] - The nuclear power sector in A-shares is also performing strongly, with multiple companies reaching their daily price limits and others seeing gains of over 10% [3] Group 2 - U.S. President Trump signed a series of executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling U.S. nuclear power capacity by 2050, setting a new approval timeline for nuclear regulatory commissions [3] - Goldman Sachs reported that the nuclear power sector is entering a golden decade, with the uranium market facing a structural shortage due to aging mines and long production cycles for new projects [3] - The average stock price increase for over 30 nuclear power concept stocks in A-shares is 8.03% year-to-date, with some stocks like Guoguang Electric seeing a rise of 116.29% [3] Group 3 - The controllable nuclear fusion concept sector is active due to recent technological breakthroughs, creating market enthusiasm and attracting significant investment [4] - The Chinese government's dual carbon goals and strong support for clean energy have created a favorable policy environment for the development of controllable nuclear fusion [4] - International research collaboration is advancing, increasing industry interest and investment inflow, contributing to the sector's growth [4]

金十数据5月26日讯，指数今日集体调整，早间一度冲高回落，尾盘三大股指跌幅集体收窄，北证50指 数涨近2%。截至收盘，沪指收跌0.05%，深证成指收跌0.41%，创业板指收跌0.80%。盘面上，核电板 块掀涨停潮，近20只个股涨停。谷子经济、算力板块、PEEK材料午后冲高，汽车整车、化学材料等板 块跌幅居前。两市全天成交额超1万亿元，超3500只个股上涨。 A股收评：沪指冲高回落缩量调整 核电板块掀涨停潮 ...

核电、可控核聚变概念持续拉升，中核科技直线涨停，哈焊华通、大西洋、保变电气、尚纬股份、中广 核技、融发核电、哈空调等十余股封板，国光电气、久盛电气、中洲特材等涨超10%。港股中核国际一 度涨180%。 ...

智通财经5月26日电，午后合锻智能涨停，创出10年多新高，此前哈焊华通、雪人股份、百利电气、融 发核电等十余股涨停，瑞奇制造、常辅股份、中洲特材、久盛电气涨超10%。消息面上，5月23日，美 国总统特朗普签署4项行政命令推动美国核能产业改革，包括扩大美国核能规模、核能产业链、缩短核 电项目审批周期等。根据中信证券测算，国内在建可控核聚变实验堆总投资额或超600亿元，带来确定 性的上游零部件订单需求。 核电、可控核聚变概念持续走高 合锻智能等十余股涨停 ...

七部门联合发布《美丽河湖保护与建设行动方案（2025—2027年）》 5月21日，生态环境部、国家发展改革委、财政部、住房城乡建设部、水利部、农业农村部、国家林草局七部门联合发布《美丽河湖保护与建设行动方案 （2025—2027年）》。要求大力推进美丽河湖保护与建设，并设定一系列阶段目标：到2027年，美丽河湖建成率达到40%左右；到2030年，美丽河湖建设取 得明显成效；到2035年，美丽河湖基本建成。此外，行动方案中还明确提及，要加快推动绿醇、绿氨、绿氢等新能源船舶推广应用。 国家能源局印发《核电工程定额管理暂行办法》 5月21日，国家能源局正式发布《核电工程定额管理暂行办法》，其中明确提到，将组织成立核电工程定额专家委员会，秘书处设在中国核电发展中心，主 要职责是负责核电工程定额的技术审查，为核电工程定额管理工作提供咨询意见和工作建议。 特朗普签署核能加速发展行政令 【生态环境周观察】是钛媒体旗下的特色周报产品，旨在将每周全球生态环境领域最重要的政策、事件、讨论、数据呈现在读者面前，用最真实、前沿的信 息，捕捉我们身边微小而重要的变化。环球同此凉热，视野点亮未来。 政策 宁德时代香港上市 5月20日，新 ...

点击蓝字，关注我们 今日上午港股 1、巨子生物(02367)低开逾8% 可复美重组胶原含量遭质疑，公司发文回应造假风波，现跌超3%； 2、地平线机器人-W(09660)高开逾3% ，今日起正式进入港股通名单。低走，现跌超3%； 3、阜博集团(03738)涨超6% ，一季度总收入同比增长约23%，公司加速推进AI生态布局； 4、同程旅行盘初涨近14% ，创历史新高，Q1业绩超预期。大众旅游消费力的持续提升，25Q1，同 程旅行的住宿业务收入同比增长23.3%。现微涨不足1%； 3、Workday(WDAY.US)跌超12% ，第一财季收益超预期幅度较小； 4、新日铁与美国政府的谈判已进入"最后阶段" 美国钢铁(X.US)涨超20% ； 5、 苹果跌3% ，特朗普威胁苹果回美生产。否则，"苹果必须向美国支付至少25%的关税。" 5、比亚迪再掀价格战， 王朝网、海洋网共计22款智驾版车型加入降价阵营，最高直降5.3万元，部分 车型起售价下探至5.58万元。 港股市场新能源汽车股全线下挫。 其中，零跑汽车、比亚迪股份跌超 7%，吉利汽车跌超6%，理想汽车-W、长城汽车跌超4%，小米集团-W跌超2%，小鹏汽车-W跌近 ...

智通财经APP获悉，港股恒生指数跌1%，跌235点，报23366点；恒生科技指数跌1.32%。港股早盘成交 1277亿港元。 航空股延续近期涨势，4月民航需求增速较Q1提升明显，机构称Q2盈利改善可期。中国国航(00753)涨 5.76%；南方航空(01055)涨4.36%；东方航空(00670)涨1.85%。 特朗普签署核能"复兴令" 机构指核电发展趋势极为明确。核电股涨幅居前，中广核矿业(01164)涨 5.63%；中广核电力(01816)涨3.92%。 阜博集团(03738)再涨超6%，一季度总收入同比增长约23%，公司加速推进AI生态布局。 腾讯音乐-SW(01698)涨超4%，首季度ARPPU同比改善超预期，公司在线音乐服务稳定增长。 朝云集团(06601)逆市涨超8%，宠物消费市场迎强劲增长浪潮，公司布局新兴宠物赛道。 众安在线(06060)涨超13%，香港立法放行稳定币，众安银行深入布局虚拟资产业务。 荣昌生物(09995)回落逾5%，公司近期配股筹资约8亿港元，机构称配股强化现金状况。 先健科技(01302)现涨超5%，主动脉弓支架系统获国家药监局正式注册批准。 康耐特光学(02276)涨超5 ...

Market Overview - The three major A-share indices collectively adjusted in the morning session, with the Shanghai Composite Index down 0.30%, the Shenzhen Component Index down 0.71%, and the ChiNext Index down 1.28% [1] - The total market turnover for the half-day was 661 billion, a decrease of 1 billion compared to the previous day, with 2,600 stocks in the market showing losses [1] Sector Performance - The controllable nuclear fusion, gaming, and beverage manufacturing sectors led the gains, while the innovative drug sector experienced the largest declines [2] - Notable stocks in the controllable nuclear fusion sector included Haohan Huadong (301137), Xue Ren Co., Ltd. (002639), and Rongfa Nuclear Power (002366), all hitting the daily limit [2] - Gaming stocks also performed well, with Youzu Network (002174) reaching the daily limit [2] - Beverage manufacturing stocks rebounded, with Junyao Health (605388) and Kuaijishan (601579) hitting the daily limit [2] - The autonomous driving sector showed strength, with Jinjiang Online (600650), Tongda Electric (603390), and Longzhou Co., Ltd. (002682) all reaching the daily limit [2] - The innovative drug sector saw significant declines, with Haichen Pharmaceutical (300584) dropping over 10%, and Hainan Hai Pharmaceutical (000566) and San Sheng Guojian also experiencing notable losses [2] Hotspot Overview - The nuclear power sector was highlighted as the strongest market focus, with 11 stocks hitting the daily limit and 5 stocks achieving consecutive limit-ups, including Shangwei Co., Ltd. and Zhongchao Holdings (002471) [7] - The military industry sector also saw 11 stocks hitting the daily limit, with 5 stocks achieving consecutive limit-ups [8] - The artificial intelligence sector had 9 stocks hitting the daily limit, with one stock achieving consecutive limit-ups [9] Key Developments - The controllable nuclear fusion sector is gaining attention following U.S. President Trump's recent executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling the nuclear power capacity by 2050 [10] - The IP economy is also gaining traction, with stocks like Youzu Network and others seeing significant interest, particularly following the recent rise in the market value of Pop Mart in Hong Kong [11] - The autonomous driving sector is attracting capital, with recent funding rounds for companies like Jiushi Intelligent and New Stone Technology, indicating strong investor interest in this area [12]

5月26日周一，A股低开，早盘沪指震荡走高，创业板走低，核电、黄金板块活跃，汽车股下跌，港股恒指、恒科指 双双低开，恒科指跌超1%，美团跌超4%，新能源汽车股领跌。债市方面，国债期货小幅走高。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3355.54 | 7.17 | 0.21% | | 399001 | 深证成指 | | 10111.06 | -21.36 | -0.21% | | 399006 | 创业板指 | | 2006.57 | -14.93 | -0.74% | | 000300 | 沪深300 | | 3874.71 | -7.56 | -0.19% | | 000016 | FiF50 | | 2712.07 | 0.22 | 0.01% | | 000680 | 科创综指 | | 1156.37 | 1.15 | 0.10% | | 000688 | 科创20 | | 981.18 | 0.61 | 0.06% | | 899050 | ...