Group 1 - Institutions listed 41 stocks today, with net purchases in 17 stocks and net sales in 24 stocks [1] - The top three stocks with the highest institutional purchases are: Sifang Jingchuang (149 million), Zhongke Jincai (136 million), and Mankalon (112 million) [1] - Mankalon saw a net purchase of 112 million from four institutions today [2] Group 2 - Zhezhang Securities indicates that high gold prices and a new round of market education for traditional gold and jewelry products may allow companies with strong product aesthetics and channel management to continue increasing market share [2] - Traditional gold jewelry companies are entering a low base phase starting Q2 this year, with leading brands following up on product and channel transformations, presenting investment opportunities in terminal sales and financial report turning points [2] Group 3 - The innovative drug sector is experiencing multiple industry catalysts that significantly boost market confidence, including the release of 11 innovative drug approvals by the National Medical Products Administration [3] - The U.S. oncology conferences showcased high-quality research results for domestic innovative drugs, validating the pipeline value and business development capabilities of leading pharmaceutical companies [3] - The National Postal Administration's recent guidelines emphasize the development of drone technology for postal services, promoting low-altitude logistics and enhancing delivery efficiency [3]

2025 年 06 月 03 日 北交所行业研究 研究所： 证券分析师： 罗琨 S0350522110003 luok@ghzq.com.cn 联系人 ： 禹露 S0350124070012 yul06@ghzq.com.cn [Table_Title] 本周北交所流动性收缩，世昌股份/志高机械上 会通过 ——北交所行业周报 | 行业相对表现 | | | 2025/05/30 | | | --- | --- | --- | --- | --- | | 表现 | | 1M | 3M | 12M | | 北证 | 50 | 8.96% | 3.12% | 79.99% | | 沪深 | 300 | 1.73% | -3.22% | 6.27% | 相关报告 《北交所行业周报：本周北证 50 阶段性回调，下 周世昌股份/志高机械上会、交大铁发申购（推荐） *中小盘*罗琨》——2025-05-26 《北交所行业周报：本周北证 50 继续领涨，交投 活跃度持续上升，天工股份正式上市（推荐）*中 小盘*罗琨》——2025-05-19 《北交所行业周报：本周北证 50 实现领涨、交投 活跃度明显提升，下周天工股份上市（推荐 ...

A股收评：沪指收涨0.43% 创新药板块持续冲高 金十数据6月3日讯，A股三大指数集体低开高走，维持反弹走势。截止至今日收盘，沪指收涨0.43%， 深成指收涨0.16%，创业板指收涨0.48%。盘面上，创新药板块午后持续冲高，舒泰神、华纳药厂等多 股涨停。黄金股领涨，西部黄金涨停。稳定币概念全天走强，恒宝股份、御银股份、翠微股份涨停。中 韩自贸区、培育钻石、乳业、游戏板块涨幅居前，钢铁、汽车整车、白酒、煤炭开采加工板块跌幅居 前。全市场超3390只个股飘红，沪深两市成交额超1.14万亿元。 ...

以下文章来源于算法爱好者 ，作者小蒜 算法爱好者 . 算法是程序员的内功！「算法爱好者」专注分享算法相关文章、工具资源和算法题，帮程序员修炼内 功。 5 月 28 日，有媒体报道，字节的安全与风控部门发布内部邮件，宣布自 6 月 30 日起将逐步禁用包括 Cursor 和 Windsurf 在内的多款第三方 AI 开发工具 。 引发争议 这一决定在技术团队中引发激烈争论，员工意见呈现两极分化。 支持的员工主要持 2 种观点： 值得注意的是，反对者特别质疑所谓"数据安全"的理由。他们指出 Cursor Pro 版本就提供隐私保护模式，而 Trae 自身反而缺乏类似功能。 二发邮件 或许是看到了不一样是声音。 28 号晚 7 点，字节跳动安全与风控部门再发邮件，对先前通知不到位表达歉意并作出进一步解释。 关于第三方 AI 开发工具的通知补充 北京时间 5 月 28 日早上，安全与风控部给研发同学发送了关于"第三方 AI 开发工具"的通知，因邮件背景讲的 不够清晰导致了一些误解，在此我们首先向大家表示歉意，并做出补充说明。 发布本次通知的主要原因是： 不少员工通过个人账户采购使用这些工具，数据沉淀到个人账户，不符合 ...

Group 1: Consumer Goods and Market Trends - The sales volume of consumer goods through the old-for-new program has exceeded 1 trillion yuan as of June 1, indicating a strong recovery in consumption [1] - As of May 31, the old-for-new program has driven a total sales volume of 1.1 trillion yuan across five major categories, with approximately 175 million subsidies issued to consumers [1] - The automotive sector has seen 4.12 million subsidy applications, while 49.86 million consumers purchased 77.62 million units of 12 major categories of home appliances [1] Group 2: Stock Market Analysis - The A-share market is experiencing rapid shifts in hotspots, with technology sectors leading the gains, although uncertainties remain due to ongoing overseas tariff issues [2] - The average price-to-earnings ratios for the Shanghai Composite Index and the ChiNext Index are at 13.69 times and 35.8 times, respectively, indicating a suitable environment for medium to long-term investments [3] - The market is expected to continue a pattern of oscillation and rotation of hotspots, with a focus on technology and consumer sectors [4] Group 3: Stablecoin Industry Developments - Circle, the issuer of the USDC stablecoin, plans to go public on the NYSE, aiming to raise up to $624 million with a total valuation of $6.7 billion [5] - The global stablecoin market is projected to reach nearly $240 billion by April 2025, with USDT and USDC dominating the market with a combined share of nearly 90% [5] - Stablecoins are increasingly being utilized in various payment and transaction scenarios, with a total transfer volume expected to reach $27.6 trillion in 2024, surpassing traditional payment giants [6] Group 4: Industrial Software and Investment Opportunities - The inclusion of industrial software in the "two new" policy is expected to stimulate investment and development in the sector, with a projected market size of 333.2 billion yuan by 2024 [8][9] - The government aims to update approximately 200,000 sets of industrial software and 80,000 sets of operating systems by 2027, focusing on key industries such as petrochemicals and aerospace [8] - Companies like Saiyi Information and Dingjie Zhizhi are recommended for investment due to their involvement in the industrial software sector [9] Group 5: Solid-State Battery Market Insights - Solid-state batteries are anticipated to play a crucial role in the global energy market, with expected shipments reaching 614.1 GWh by 2030 [10][11] - The market for solid-state batteries is driven by demand from electric vehicles, low-altitude economy, and robotics, with significant advantages over traditional lithium-ion batteries [10] - Investment opportunities in the solid-state battery sector include companies such as Sanxiang New Materials and Shanghai Xiba [12]

过去一年创投机构发展态势如何？ 自2024年新"国九条"实施以来，如何进一步畅通"募投管退"循环、更好发挥创业投资与私募股权投资对科技创 新的支持作用，成为市场关注焦点。 近日，深圳证监局披露关于深圳私募股权创投行业过去一年募资、投资、退出情况。 数据显示，深圳私募股权创投基金在"投硬科技"方面持续领跑，其中投向航空航天与国防、半导体、生物科技 等硬科技企业项目涨幅明显，项目数量分别同比增长25.46%、12.17%、6.46%。在退出方面，协议转让和企业 回购仍是深圳私募股权创投行业的主要方式，但通过境外市场退出的数量、规模双双提升，其中实际退出金额 22.14亿元，是2023年的10.87倍。 退出总量止跌回升 据5月30日深圳证监局对过去一年创投机构退出情况的统计，深圳私募股权创投行业"退出难"问题有所缓解。 数据显示，2024年深圳私募股权创投基金退出项目数量达1954个，创下近三年新高，数量同比增长达 96.42%；实际退出金额588.31亿元，较2023年增长70.28%。 从退出方式来看，协议转让和企业回购仍是最主要渠道，2024年深圳私募股权创投行业通过上述方式退出的项 目有1369个，同比增 ...

华夏时报（www.chinatimes.net.cn）记者 卢晓 北京报道 由华为智选车业务升级而来的鸿蒙智行，再添一款在售新车。 据安徽江淮汽车集团控股公司党委书记、董事长、总经理项兴初介绍，江淮2019年与华为展开全面合作，组建了 超5000人的专属团队，双方合作打造的尊界超级工厂也于去年12月正式落成，目前投入已超百亿元。据《华夏时 报》记者了解，尊界S800目前实施先行者计划限量599台，将于6月26日开启交付，大规模的批量交付则预计在8 月中旬开始。 5月30日，华为与江淮合作打造的尊界S800正式上市，最低售价70.8万元，最高售价突破100万元。华为常务董 事、终端BG董事长余承东当天表示："尊界S800是中国智造走向高端化的一个开端，汇聚了中国汽车工业最有勇 气的力量。" 在鸿蒙智行持续扩容背后，汽车被认为是手机之外的另一个移动智能"超级终端"。但不只是汽车，从手机、平板 再到电脑，自"纯血"鸿蒙（鸿蒙5）于去年10月正式公测后，鸿蒙生态的扩张一直被外界密切关注。不过高级通信 工程师袁博在跟《华夏时报》记者交流时认为，"纯血"鸿蒙最大的潜在问题，依然是软件生态的匹配。 最贵车型上市 尊界是华为 ...

Group 1 - The stock price of Zhongwang Software (688083) closed at 92.6 yuan on May 30, 2025, up 3.18% from 89.75 yuan the previous week [1] - The company announced a cash dividend of 0.5 yuan per share and a stock bonus of 0.4 shares per share, increasing the total share capital to 169,584,547 shares [1] - The total market capitalization of Zhongwang Software is 11.233 billion yuan, ranking 38th out of 133 in the software development sector and 1378th out of 5146 in the A-share market [1] Group 2 - The company’s annual profit distribution plan was approved at the 2024 annual general meeting on May 12, 2025, with a record date for the dividend set for June 5, 2025 [1] - The total number of shares participating in the profit distribution is 120,701,869 shares after deducting 601,930 shares held in the repurchase account [2] - The total cash dividend to be distributed is 60,350,934.50 yuan (including tax), and the stock bonus will result in an increase of 48,280,748 shares [2]

Core Points - As of May 30, 2025, Kingsoft Office (688111) closed at 281.79 CNY, up 0.87% from the previous week [1] - The company's market capitalization is currently 130.377 billion CNY, ranking 2nd in the software development sector and 100th among all A-shares [1] Company Announcements - The supervisory board confirmed the legality and validity of the list of incentive objects for the 2025 restricted stock incentive plan [1][3] - A total of 505,289 shares from the 2022 and 2023 restricted stock incentive plans will be listed on June 6, 2025, representing 0.1092% of the company's total share capital before the allocation [1][3]

企业名称江苏高铭科维科技有限公司法定代表人杨帆注册资本1000万人民币国标行业信息传输、软件和 信息技术服务业>软件和信息技术服务业>软件开发地址中国（江苏）自由贸易试验区连云港片区经济 技术开发区新光路22号B42栋138-2-H-139室企业类型有限责任公司(自然人投资或控股)营业期限2025-5- 30至无固定期限登记机关连云港经济技术开发区市场监督管理局 来源：金融界 天眼查App显示，近日，江苏高铭科维科技有限公司成立，法定代表人为杨帆，注册资本1000万人民 币，高铭科维科技无锡有限公司、缤纷控股集团有限公司持股。 序号股东名称持股比例1高铭科维科技无锡有限公司60%2缤纷控股集团有限公司40% 经营范围含工业控制计算机及系统销售；计算机软硬件及辅助设备批发；计算机软硬件及辅助设备零 售；计算机系统服务；计算器设备销售；互联网设备销售；工业自动控制系统装置销售；软件开发；软 件销售；软件外包服务；电子产品销售；物联网设备销售；物联网技术服务；物联网应用服务；人工智 能应用软件开发；人工智能基础软件开发；人工智能理论与算法软件开发；信息系统集成服务；智能控 制系统集成；信息系统运行维护服务；网络与信 ...