每经记者｜肖芮冬 每经编辑｜赵云 5 月 29 日，市场全天震荡反弹，创业板指领涨。截至收盘，沪指涨 0.7% ，深成指涨 1.24% ，创业板指涨 1.37% 。 板块方面，无人车辆、数字货币、软件开发、创新药等板块涨幅居前，黄金、草甘膦、食品、银行等板块跌幅居前。 全市场超 4400 只个股上涨，逾百股涨停。沪深两市全天成交额 1.19 万亿元，较上个交易日放量 1755 亿元。 截至收盘，如大家所见，A股走出了像样的反弹。 但如果你早间没能预判到这般走势，其实也无伤大雅——因为大多数人一开始也是将信将疑的。 我们来回顾一下： 首先，开盘前，特朗普政府一揽子关税被"叫停"的报道已经传开。 考虑到昨日尾盘市场并无显著的异动抢筹迹象，可以理解为，这一消息对绝大多数市场参与者来说都是突发的，需要 快速理解和制定策略。 而基于前期围绕关税博弈的市场"规律"，以及早间美股多个股指期货走强的表现，想必多数人的初步判断是，今天出海 链理应比较受益，也就是CRO、汽车整车、果链、英伟达产业链等方向。 但据Wind数据，9:25竞价结束时，三大指数仅微幅高开，全A平均股价还是微跌的。 比如，新消费（饮料制造）板块逆势收跌； ...

Core Insights - The Industrial Internet Theme Index (931495) has seen a strong increase of 1.94% as of May 29, 2025, with significant gains in constituent stocks such as Huada Jiutian (301269) up 15.75% and Desay SV (002920) up 10.00% [1] - The Industrial Internet ETF (159778) has risen by 2.36%, with a latest price of 0.83 yuan, and has accumulated a 16.81% increase over the past year as of May 28, 2025 [1] - The Ministry of Industry and Information Technology is seeking public opinion on the national standard for Automatic Emergency Braking (AEB) systems, which is expected to become a standard feature and enhance the penetration of various electronic control devices in braking systems [1] Industry Analysis - According to Guotai Haitong Securities, the hardware required for AEB is divided into intelligent driving and chassis execution components, with significant opportunities for domestic replacement in the ESC function, which is currently dominated by foreign companies [2] - The new regulations are anticipated to promote the penetration of line control braking, which is more efficient than ESC [2] - The Industrial Internet Theme Index comprises 50 listed companies involved in hardware manufacturing, software development, and application services, reflecting the overall performance of the industrial internet theme [2] - As of April 30, 2025, the top ten weighted stocks in the Industrial Internet Theme Index account for 47.41% of the index, including companies like BYD (002594) and Hikvision (002415) [2]

Group 1 - The core viewpoint of the news highlights the resurgence of interest in the AI and domestic innovation sectors, driven by Nvidia's strong performance and the upgrade of DeepSeek-R1, particularly focusing on national information security [1] - The Xinchang ETF fund (562030) has seen a significant increase, with a mid-day price surge of over 2%, ranking among the top ten ETF gains in the market [1] - The fund has experienced continuous net inflows for ten consecutive days, totaling over 100 million yuan, likely catalyzed by the merger of Haiguang Information and Zhongke Shuguang [1] Group 2 - The Xinchang sector is viewed as having high investment value due to strong policy support, growing market demand, and technological advancements [3] - Policy support is substantial, with expectations that technological self-reliance will be the main theme of the tech industry by 2025, driving the development of domestic software and hardware [3] - Market demand is robust, with both government and industry sectors driving the need for domestic innovation, leading to a projected market growth rate of 10.84% in 2025 and 26.82% in 2026, reaching a market size of 26,559 billion yuan by 2026 [3][4] Group 3 - The industry is experiencing a recovery in prosperity, supported by the release of secure and reliable results for core products like CPUs, operating systems, and databases, indicating an improvement in the overall strength of Xinchang products [4] - External pressures are pushing for greater self-sufficiency in technology, accelerating the development of the Xinchang industry [4] Group 4 - The Xinchang ETF fund (562030) and its linked funds are designed to passively track the CSI Xinchang Index, which encompasses key segments of the Xinchang industry, including basic hardware, software, and information security [6] - The index is characterized by high growth and elasticity, making it a focal point for investment in the current climate [7] - Four key investment logics are emphasized: geopolitical tensions increasing the need for self-sufficiency, government procurement likely to rebound, breakthroughs in technology by domestic firms, and the timing of procurement standards becoming more refined [7]

Group 1 - ByteDance will disable third-party AI development software, including Cursor, starting June 30, and will promote its in-house tool Trae as a replacement [3] - BYD responded to the financial troubles of its Shandong dealer, stating that the dealer's issues stemmed from reckless expansion and leveraged operations, and that BYD is providing support [3] - Shein is preparing to shift its IPO plans from London to Hong Kong after lowering its valuation target to approximately $50 billion, down from $66 billion [5] Group 2 - SpaceX's Starship's ninth test flight was unsuccessful, but CEO Elon Musk noted significant progress compared to the previous flight [8] - Apple is planning a major software brand overhaul, renaming its operating systems based on the year rather than version numbers, starting with iOS 26 [8] - Geely's chairman Li Shufu emphasized a commitment to open competition and avoiding price wars in a recent internal speech [8] Group 3 - Didi's corporate version has become the first travel service provider for 3M in China, aiming to enhance travel management for foreign enterprises [15] - DJI is reportedly entering the robot vacuum market, with its first product expected to launch in June [10] - Honor has confirmed its entry into the robotics sector, showcasing a robot that can run at a speed of 4m/s [10] Group 4 - Horizon Robotics' Diguo Robot has completed a $100 million Series A funding round, with participation from various investment firms [17] - Toyota has invested $250 million in Joby Aviation, enhancing its capabilities in advanced design and production [17] - Motorola announced the acquisition of Silvus Technologies for $4.4 billion, pending regulatory approval [17] Group 5 - The first global standard for humanoid robot intelligence classification has been established, creating a framework for evaluating capabilities across four dimensions [22] - The pre-sale box office for the 2025 Dragon Boat Festival has surpassed 10 million, with "Mission: Impossible 8" leading the ticket sales [22][25] - The retail sales of passenger cars in China from May 1-25 reached 1.358 million units, a year-on-year increase of 16% [26]

企业名称拍拍易（江西）信息技术有限公司法定代表人胡欧注册资本200万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>软件开发地址江西省南昌市红谷滩区赣江南大道1566 号恒天时尚中心B-3#1904-2室企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-5-28 至无固定期限登记机关南昌市红谷滩区市场监督管理局 来源：金融界 天眼查App显示，近日，拍拍易（江西）信息技术有限公司成立，法定代表人为胡欧，注册资本200万 人民币，由江西省斗拱技术有限公司全资持股。 序号股东名称持股比例1江西省斗拱技术有限公司100% 经营范围含信息技术咨询服务，技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广，信 息系统集成服务，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，信息咨询服务（不含 许可类信息咨询服务），广告设计、代理，广告制作，广告发布，贸易经纪，寄卖服务，市场营销策 划，商务代理代办服务，销售代理，不动产登记代理服务，艺术品代理，机动车鉴定评估，资产评估， 国内贸易代理，土地调查评估服务，二手车经纪，汽车销售，小微型客车租赁经营服务，汽车零配件零 售， ...

Group 1 - China Energy Construction won a major coal-fired power project with a bid amount of approximately 14.586 billion yuan, involving six 660 MW supercritical coal-fired generating units and supporting environmental facilities, with a total construction period of about 36.5 months [1] - Taiji Industry plans to repurchase company shares with a total amount not less than 1 billion yuan and not exceeding 1.2 billion yuan, with a maximum repurchase price of 10.38 yuan per share [1] - Youxun Technology won a project from State Grid with a bid amount of approximately 176 million yuan, accounting for 17.44% of the company's audited revenue for 2024 [2] Group 2 - Daili New Materials established an investment fund with a total subscribed capital of 163.3 million yuan, with Daili contributing 10 million yuan, accounting for 6.12% of the fund [4] - Wanyi Technology received a government subsidy of 2.3475 million yuan, which has been confirmed and classified according to relevant accounting standards [6] - Anke Biotech received a drug registration certificate for Acetate Atosiban Injection, which is used for treating preterm labor [7] Group 3 - Renfu Pharmaceutical received a drug registration certificate for Progesterone Soft Capsules, which are used to treat functional disorders caused by progesterone deficiency [9] - Linyang Energy is a recommended candidate for a major contract with State Grid, with a total expected bid amount of approximately 165 million yuan [11] - Hongtian Technology plans to invest 200 million to 300 million yuan to establish a wholly-owned subsidiary in Gansu Province [28] Group 4 - Hunan Xiang Electric received a total of 40 million yuan in government subsidies, which accounts for 16.07% of the company's audited net profit for 2024 [44] - Nengke Technology plans to repurchase shares with a total amount not less than 10 million yuan and not exceeding 20 million yuan, with a maximum repurchase price of 43.00 yuan per share [46] - Xiamen XGMA received 10 million yuan in historical debt repayment, which is expected to increase the company's net profit for 2025 by 3.186 million yuan [48]

Group 1 - The core viewpoint of the news is that Weining Health's stock performance is under pressure, with a significant decline in both revenue and net profit in the latest quarterly report [1] - As of May 28, Weining Health's closing price was 9.41 yuan, down 1.67%, with a rolling PE ratio of 271.94 times, and a total market value of 20.821 billion yuan [1] - In terms of industry comparison, the average PE ratio for the software development industry is 108.85 times, with a median of 76.53 times, placing Weining Health at the 177th position [1] Group 2 - The latest quarterly report for Q1 2025 shows that Weining Health achieved operating revenue of 345 million yuan, a year-on-year decrease of 30.24%, and a net profit of 5.2894 million yuan, down 68.18% year-on-year, with a gross margin of 34.46% [1] - The company has experienced a net outflow of main funds amounting to 41.3338 million yuan on May 28, with a total outflow of 97.9302 million yuan over the past five days [1] - The company's main business includes research and development, sales, and technical services, providing integrated solutions for healthcare information technology [1]

2025.05. 28 本文字数：2713，阅读时长大约4.5分钟 作者 | 第一财经 周楠 就在上月，ST银江及公司多名高管收到证监局罚单，公司被查明存在关联方非经营性资金占用、财 报虚假记载等多项违规，因此被叠加实施其他风险警示。 5月以来，随着年报季收官，A股市场密集出现一波ST股"摘星脱帽"潮。Wind统计显示，月内已有逾 20 家 ST 公 司 撤 销 退 市 风 险 警 示 及 其 他 风 险 警 示 ， 涉 及 农 尚 环 境 （ 300536.SZ ） 、 金 时 科 技 （002951.SZ）等。这些公司撤销退市风险警示，原因包括借重组实现扭亏为盈、资金占用问题完 成整改等。 不过，从基本面来看，部分个股的退市风险虽暂时解除，但仍面临业绩不佳、诉讼缠身等多重问题。 例如，ST银江2024年和2025年一季度均亏损，农尚环境面临投资者索赔。 | 代码 | 名称 | 撤销日期 | 撤销前向称 | | --- | --- | --- | --- | | 300020. SZ | ST银江 | 2025/5/27 | *ST银汇 | | 300368. SZ | 汇金股份 | 2025/5/26 | ...

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，亿嘉和科技(宿迁)有限公司成立，法定代表人为何军 伟，注册资本1000万元，经营范围包含：许可项目：建设工程设计；建筑智能化系统设计；输电、供 电、受电电力设施的安装、维修和试验；电气安装服务；建设工程施工；测绘服务(依法须经批准的项 目，经相关部门批准后方可开展经营活动，具体经营项目以审批结果为准)一般项目：智能机器人的研 发；智能机器人销售；智能无人飞行器销售；技术服务、技术开发、技术咨询、技术交流、技术转让、 技术推广；工业自动控制系统装置销售；信息系统集成服务；软件开发；计算机软硬件及辅助设备零 售；计算机软硬件及辅助设备批发；软件销售；通信设备销售；普通货物仓储服务(不含危险化学品等 需许可审批的项目)；安防设备销售；消防器材销售；电动汽车充电基础设施运营；智能输配电及控制 设备销售；机动车充电销售；集中式快速充电站；充电桩销售；新能源汽车电附件销售；新能源汽车换 电设施销售；充电控制设备租赁；人工智能硬件销售；电子、机械设备维护(不含特种设备)；通用设备 修理；计算机系统服务；信息系统运行维护服务；环境保护专用设备销售；智能物料 ...

企业名称安华智行（江苏）交通有限公司法定代表人谢瑞骏注册资本1000万人民币国标行业交通运输、 仓储和邮政业>道路运输业>公路旅客运输地址江苏省南京市浦口区步月路117号1栋1楼企业类型有限责 任公司(自然人独资)营业期限2025-5-27至无固定期限登记机关南京市浦口区政务服务管理办公室 来源：金融界 经营范围含交通安全、管制专用设备制造；技术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广；安全系统监控服务；安全技术防范系统设计施工服务；安全咨询服务；认证咨询；国内贸易代 理；资产评估；企业总部管理；品牌管理；人工智能基础资源与技术平台；互联网安全服务；物联网技 术研发；互联网数据服务；大数据服务；物联网技术服务；软件开发；人工智能基础软件开发；智能水 务系统开发；软件外包服务；网络与信息安全软件开发；资源再生利用技术研发；碳减排、碳转化、碳 捕捉、碳封存技术研发；新兴能源技术研发；小微型客车租赁经营服务；二手车经纪；机动车修理和维 护；汽车拖车、求援、清障服务；互联网销售（除销售需要许可的商品）；润滑油销售；专用化学产品 销售（不含危险化学品）；道路货物运输站经营；国内货物运输代理；接受金融机构 ...