近日该股表现 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，机构净买入2920.42万元，营业部席位合计净卖出479.78万元。 4月24日公司发布的一季报数据显示，一季度公司共实现营业总收入6.27亿元，同比增长14.21%，实现 净利润0.51亿元，同比增长82.72%。（数据宝） 禾盛新材再度涨停，5个交易日内录得3个涨停，累计涨幅为23.22%，累计换手率为18.90%。截至 10:28，该股今日成交量887.14万股，成交金额2.74亿元，换手率3.59%。最新A股总市值达78.87亿元， A股流通市值78.60亿元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.05.09 | -0.96 | 3.48 | 406.36 | | 2025.05.08 | -6.53 | 8.12 | -5122.50 | | 2025.05.07 | 10.01 | 1.16 | -1128.41 | | 2025.05.06 | 10.00 | 2.56 | ...

Group 1: CPI and PPI Trends - In April, the Consumer Price Index (CPI) shifted from a month-on-month decline of 0.4% to an increase of 0.1%, while the year-on-year CPI decreased by 0.1%, maintaining the same decline as the previous month [1] - The core CPI increased by 0.2% month-on-month and rose by 0.5% year-on-year, indicating stable growth [1][2] - The Producer Price Index (PPI) fell by 0.4% month-on-month and decreased by 2.7% year-on-year, with the decline expanding by 0.2 percentage points compared to the previous month [1][4] Group 2: Influencing Factors on Prices - The rise in CPI was primarily driven by increases in food and travel service prices, with food prices up by 0.2% month-on-month, exceeding seasonal levels by 1.4 percentage points [2] - International commodity price declines, particularly in oil and gas, have negatively impacted domestic prices, contributing to the PPI's downward trend [1][4] - The impact of U.S. tariff policies has led to a decrease in international crude oil and metal prices, which has been transmitted to domestic industries [4][5] Group 3: Future Outlook - Analysts expect PPI to remain under pressure due to tariff issues, while CPI may experience a mild recovery driven by demand rebound and seasonal food price stabilization [1][5] - The implementation of macroeconomic policies aimed at boosting consumption and investment is anticipated to positively influence certain sectors, leading to price increases in high-tech industries [5] - Despite external pressures, domestic policies are expected to support a reasonable price level, with a slight narrowing of PPI's year-on-year decline projected for the second quarter [5]

从机构调研动向来看，上周机构调研集中度有所下滑，但调研热情不减。截至5月9日，共有452家上市公 司披露投资者调研记录。市场暖意明显，超九成机构调研公司实现正收益，其中润贝航科上周实现4连 板，涨幅为31.17%；九菱科技、*ST金刚涨幅也超20%；万向钱潮、山东章鼓等公司也两连板。 热门调研标的方面，祥鑫科技、兴业银锡、宏华数科、容百科技等4家公司接受百家以上机构调研，稳健 医疗、赛意信息、ST华通、翔宇医疗等14家公司接受超50家机构调研。 祥鑫科技上周接受173家机构调研，其中不乏博时基金、德邦基金、海通证券、南方基金、中银基金等知 名券商与公募。祥鑫科技主要从事精密冲压模具和金属结构件的研发、生产和销售，其产品广泛应用于汽 车、通信设备、电子电器等领域。在调研中，机构普遍关注祥鑫科技在人形机器人领域的布局情况。 对此，祥鑫科技表示，人形机器人是该公司未来重要的战略布局方向之一，该公司致力于围绕客户需求进 行产业配套，并在项目初期就与客户共同开发，提供全面的技术解决方案以满足客户需求，为客户提供从 模具到结构件的产品整体解决方案。 此外，机器人产业链与电动汽车零部件产业链在技术上有较高的重叠度，祥鑫科技 ...

证券研究报告 | 北交所定期报告 | | --- | hyzqdatemark 2025 年 05 月 11 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 北交所即将迎来 2025 年第四家公司上市，10 余家公司已过会待发行 ——北交所周观察第二十五期（20250511） 投资要点： 风险提示：宏观经济环境变动风险、市场竞争风险、资料统计误差风险 请务必仔细阅读正文之后的评级说明和重要声明 图表目录 | 图表 | 1： | 战略配售发行数量为 | 万股 | 1,800.00 | 4 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 图表 | 2： | 部分使用了钛合金的消费电子产品 4 | | | | | | | | | | | | | | | ...

上周（5月5日至5月9日）A股大盘显著回暖，上证指数全周上涨1.92%，收于3342点；深证成指周内上涨 2.29%，创业板指上涨3.27%。 从机构调研动向来看，上周机构调研集中度有所下滑，但调研热情不减。截至5月9日，共有452家上市公司披露投资 者调研记录。市场暖意明显，超九成机构调研公司实现正收益，其中润贝航科上周实现4连板，涨幅为31.17%；九菱 科技、*ST金刚涨幅也超20%；万向钱潮、山东章鼓等公司也两连板。 热门调研标的方面，祥鑫科技、兴业银锡、宏华数科、容百科技等4家公司接受百家以上机构调研，稳健医疗、赛意 信息、ST华通、翔宇医疗等14家公司接受超50家机构调研。 祥鑫科技上周接受173家机构调研，其中不乏博时基金、德邦基金、海通证券、南方基金、中银基金等知名券商与公 募。祥鑫科技主要从事精密冲压模具和金属结构件的研发、生产和销售，其产品广泛应用于汽车、通信设备、电子 电器等领域。在调研中，机构普遍关注祥鑫科技在人形机器人领域的布局情况。 对此，祥鑫科技表示，人形机器人是该公司未来重要的战略布局方向之一，该公司致力于围绕客户需求进行产业配 套，并在项目初期就与客户共同开发，提供全面的技术 ...

Core Viewpoint - Jiangsu Youli Intelligent Equipment Co., Ltd. is set to undergo IPO review for listing on the Beijing Stock Exchange, with a revised fundraising target of 270 million yuan, down from 358 million yuan [1][2]. Company Overview - Jiangsu Youli Intelligent was established on April 25, 2017, and became a joint-stock company on April 25, 2023, with a registered capital of 30.797 million yuan [4]. - The company focuses on the research, production, and sales of core components for photovoltaic brackets, including torque tubes, bearing components, installation structures, and purlins [4]. IPO Details - The IPO review is scheduled for May 16, 2025, with the company aiming to raise 269.90 million yuan [2]. - The company has adjusted its fundraising plans for various projects, including a reduction in the photovoltaic bracket core component production base from 196 million yuan to 151 million yuan [2][3]. Financial Performance - For the fiscal year ending December 31, 2024, the company reported total assets of approximately 570 million yuan and a net profit of about 89.86 million yuan [6]. - The company’s revenue for 2023 was approximately 657.59 million yuan, with a gross margin of 18.49% [6]. - The weighted average return on equity was 36.04% for 2024, indicating strong profitability [6]. Fundraising Projects - The total investment for the fundraising projects is approximately 358.30 million yuan, with specific allocations for the photovoltaic bracket production base, research center, and smart transformation projects [3][7]. - The company plans to allocate 15.13 million yuan for the photovoltaic bracket production base, 1.97 million yuan for the research center, and 2.89 million yuan for smart transformation [7].

摘要 关注、加星，第一时间接收推送！ 申万宏源证券研究所 | 宏观研究部 文 | 赵伟、屠强、耿佩璇 联系人 | 屠强 以下文章来源于申万宏源宏观 ，作者赵伟 屠强 等 申万宏源宏观 . 金价走高支撑其他商品及服务价格上行，对整体 CPI 有较大贡献。 金饰品价格上涨 35.8% ，包含首饰等 其他用品及服务 CPI 同比上行 0.4pct 至 6.6% ，对 CPI 同比贡献 0.4% 。 此外，核心服务消费回升，也对服务 CPI 形成支撑。 4 月，服务 CPI 环比 0.3% ，持平往年同期。结构 上，核心服务 CPI 环比 0.44% ，略好于季节性（环比 0.37% ）。受需求回暖及假日因素共同影响，出行 服务价格回升明显。飞机票、交通工具租赁费分别上涨 13.5% 、 7.3% ，涨幅高于季节性。而服务 CPI 中最大单项是锚定房租变化的虚拟房租 CPI ，青年失业率高企持续压制房租 CPI ； 4 月房租 CPI 环比 0% 、低于季节性（ 0.2% ）。 展望后续：关税冲击对 PPI 的影响大于 CPI ，后续仍需关注内需修复对通胀的支撑。 PPI 方面，关税可 能加剧国内中下游产能压力，企业 ...

Core Viewpoint - The article discusses the changes in the Consumer Price Index (CPI) and Producer Price Index (PPI) in April, highlighting a shift in CPI from a decline to an increase, while PPI remains stable in its decline. The analysis indicates that various factors, including food prices and international commodity prices, are influencing these trends. CPI Analysis - In April, the CPI changed from a decrease of 0.4% in the previous month to an increase of 0.1%, with a year-on-year decrease of 0.1% remaining unchanged from the previous month [1][2] - The core CPI increased by 0.2% month-on-month and rose by 0.5% year-on-year, maintaining stability [1][3] - Food prices rose by 0.2% month-on-month, exceeding seasonal levels by 1.4 percentage points, with beef prices increasing by 3.9% due to reduced imports [5] - Travel service prices saw significant increases, with airfares up by 13.5% and hotel prices up by 4.5%, contributing approximately 0.10 percentage points to the CPI increase [5][3] - Year-on-year, energy prices fell by 4.8%, with gasoline prices down by 10.4%, significantly impacting the CPI [5] PPI Analysis - The PPI decreased by 0.4% month-on-month, with the decline rate consistent with the previous month [6][7] - The decline in PPI is attributed to international factors affecting domestic prices, particularly in the oil and gas extraction sector, which saw a 3.1% decrease [9] - Seasonal declines in energy prices, particularly in coal mining, also contributed to the PPI decrease, with coal prices down by 3.3% [9] - Some industries are experiencing improved supply-demand relationships, leading to a narrowing of price declines, such as in the black metal smelting and non-metal mineral products sectors [10] Industry Trends - High-tech industries are driving price increases in related sectors, with wearable smart device manufacturing prices rising by 3.0% year-on-year [10][11] - Policies promoting consumption and equipment upgrades are showing effects, with prices in consumer goods and equipment manufacturing sectors experiencing reduced declines [10] - The diversification of trade is expanding markets, leading to price increases or reduced declines in certain export industries, such as integrated circuit packaging [11]

Group 1 - In April, China's Producer Price Index (PPI) decreased by 0.4% month-on-month and 2.7% year-on-year, with the year-on-year decline widening by 0.2 percentage points compared to the previous month [1] - The decline in PPI is attributed to changes in the international trade environment and a rapid drop in prices of certain international bulk commodities, affecting domestic industry prices [1] - Specific sectors such as oil and gas extraction saw a price decrease of 3.1%, while refined petroleum products and chemical manufacturing prices fell by 2.5% and 0.6% respectively [1] Group 2 - Seasonal declines in energy prices were noted, with coal mining and processing prices dropping by 3.3% due to the end of heating season and traditional off-peak demand [1] - The electricity and heat production and supply sector experienced a price decrease of 0.3%, influenced by lower costs of new energy generation and increased wind power output [1] - Despite international factors exerting downward pressure, domestic macro policies aimed at boosting consumption and the growth of high-tech industries have led to increased demand in certain sectors, resulting in positive price changes in some areas [1] Group 3 - Policies promoting consumption and equipment upgrades are expected to lead to a recovery in prices for certain consumer goods and manufacturing products [2] - In April, the year-on-year price decline for household washing machines narrowed by 0.3 percentage points, while food manufacturing and new energy passenger vehicles also saw a reduction in their price decline by 0.2 percentage points [2] - The diversification of trade and market expansion has contributed to price increases or reduced declines in some export sectors, with integrated circuit packaging and testing prices rising by 2.7% and semiconductor device manufacturing prices increasing by 1.0% in April [2]

证券代码：002863 证券简称：今飞凯达 浙江今飞凯达轮毂股份有限公司投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 ☑ 业绩说明会 | | | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他（电话会议） | | 参与单位名称及 | 不特定投资者 | | 人员姓名 | | | 时间 | 年 月 日 2025 5 9 15：00--17：00 | | 地点 | 同花顺网上路演互动平台 | | 上市公司接待人 | 董事长葛炳灶；总经理张建权；副总经理兼董事会秘书葛茜芸； | | 员姓名 | 财务总监朱妍；独立董事胡剑锋；保荐代表人蔡文超 | | | 互动交流情况如下： | | | 1.公司 2024 年报及 2025年第一季报情况？2024年度分红 | | | 情况如何？ | | | 2024 年公司实现营收 49 亿元，同比增长 11.12%；实现 | | | 归母净利润 万元。报告期内公司营业收入保持稳定，通 6,699 | | | 过优化产品结构、丰富产品矩阵、深化客户合作等 ...