Market Performance - The Sci-Tech Innovation 50 Index opened lower but closed up over 1%, ending at 1049.41 points with a gain of 1.22% and a fluctuation of 1.51% [1] - The total trading volume reached approximately 33.22 billion yuan, with 478 stocks rising on the Sci-Tech Board [1] - The average increase for 589 stocks on the Sci-Tech Board was 0.70%, with an average turnover rate of 3.40% and a total trading volume of 155.4 billion yuan, which significantly decreased compared to the previous trading day [1] Sector Performance - Active sectors included components, semiconductors, and specialized machinery, while some biopharmaceutical and chemical pharmaceutical stocks experienced declines [1] Individual Stock Performance - Notable gainers included Nanmo Biology, Dongxin Co., Kesi Technology, and Xingtuxinke, each rising by 20%, leading the component stocks [1] - On the downside, Kexing Pharmaceutical saw a decline of 9.42%, marking the largest drop [1] Trading Volume - Dongxin Co. had the highest trading volume at 5.67 billion yuan, while ST Pava recorded the lowest at 1.121 million yuan [2] Turnover Rate - Xinyu Ren had the highest turnover rate at 23.29%, while Tianneng Co. had the lowest at 0.18% [3]

Market Performance - The Sci-Tech Innovation 50 Index opened slightly lower on July 4, initially declining about 0.7% before gradually rebounding, closing at 984.80 points with a minor drop of 0.02% and a trading range of 2.09% [1] - The overall Sci-Tech Innovation Index also experienced fluctuations, dropping approximately 1% before recovering to a near 0.95% increase, ultimately closing down 0.33% at 1215.29 points with a total trading volume of approximately 102.4 billion yuan [1] - Nearly 80% of stocks on the Sci-Tech board closed lower, with some innovative drug-related stocks like Hotgen Biotech and Huayu Pharmaceutical showing strong performance [1] Stock Performance - Hotgen Biotech saw a significant increase of 20.00%, leading the gains among individual stocks, while Xinyuren experienced the largest decline at 12.03% [1] - The average decline for the remaining 586 stocks on the Sci-Tech board, excluding suspended stocks, was 0.87%, with an average turnover rate of 2.57% and a total trading volume of 102.4 billion yuan [1] Trading Volume - Cambrian's trading volume reached 3.112 billion yuan, ranking first, while Rendu Biotech had a trading volume of 805.68 million yuan, ranking last [2] Turnover Rate - Xinyuren had the highest turnover rate at 27.05%, while Longteng Optoelectronics and Weisheng Information both had a turnover rate of 0.20%, sharing the lowest position [3]

Market Performance - The Sci-Tech 50 Index opened slightly lower on May 22, fluctuated upwards by nearly 0.5%, but ended the day down 0.48% at 990.71 points, with a trading volume of approximately 16.44 billion yuan [1] - The Sci-Tech Comprehensive Index experienced a high of about 0.65% during the morning but closed down 0.61% at 1167.89 points, with a total trading volume of around 74.76 billion yuan [1] - Nearly 80% of stocks on the Sci-Tech board declined, indicating a decrease in market activity [1] Stock Performance - Notable stock performances included Sangfor Technologies, which rose by 20.00%, and Xinyuren, which fell by 6.38% [2] - The average decline for 587 stocks on the Sci-Tech board was 0.94%, with an average turnover rate of 2.24% [1] Trading Volume - The stock with the highest trading volume was Cambrian, with 1.968 billion yuan, while Conglin Technology had the lowest at 858.89 million yuan [3] Turnover Rate - Hanbang Technology had the highest turnover rate at 49.24%, while China Resources Microelectronics had the lowest at 0.12% [4]

Core Viewpoint - The article discusses the negative impact of Trump's tariffs on the U.S. economy, highlighting concerns over rising prices and inflation for both businesses and consumers [1][3]. Group 1: Impact on U.S. Economy - California has become the first state to sue the Trump administration over tariffs, claiming they are illegal and causing economic chaos [1]. - Professor Nick Vyas warns that the tariffs will increase the cost of imported goods, leading to price and inflation pressures on U.S. businesses and consumers [1][3]. - The World Trade Organization (WTO) reports that U.S. tariffs are severely deteriorating global trade prospects, with a projected 0.2% decline in global goods trade by 2025, and a 12.6% drop in North American exports [3]. Group 2: Manufacturing and Labor Market - Vyas expresses skepticism about the return of labor-intensive industries to the U.S. due to high labor costs, even in the medium to long term [3][4]. - He suggests that capital-intensive industries, such as electronics and pharmaceuticals, are more likely to thrive in the U.S. due to their reliance on advanced manufacturing and technology [3]. Group 3: Global Supply Chain Effects - Tariffs are not only affecting the U.S. economy but also have profound implications for global supply chains, with some Chinese goods facing tariffs as high as 245% [5]. - Vyas indicates that sustained high tariffs could lead to significant challenges for global economic growth, potentially being the largest challenge since World War II [6]. - The "friend-shoring" policy introduced during the Biden administration aims to limit supply chain outsourcing to trusted countries, but the current tariff situation undermines this strategy [6]. Group 4: Regional Economic Impact - Southeast Asian countries are particularly affected by the tariffs, with Vietnam facing a 46% tariff and Cambodia even higher at 49% [6]. - Vyas notes that high tariffs will weaken global competitiveness and force companies to seek new trade routes or relocate production [7].

金融界4月14日消息，上证指数高开高走，上证优势制造产业指数 (优势制造，000146)上涨0.42%，报 6030.74点，成交额268.9亿元。 从指数持仓来看，上证优势制造产业指数十大权重分别为：三一重工（6.29%）、国电南瑞 （5.27%）、隆基绿能（4.74%）、中国中车（4.67%）、中国船舶（4.59%）、江淮汽车（4.42%）、特 变电工（4.26%）、中航沈飞（3.61%）、中国重工（3.54%）、通威股份（3.44%）。 从上证优势制造产业指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证优势制造产业指数持仓样本的行业来看，发电设备占比27.29%、交通运输设备占比24.13%、航 空航天占比15.17%、电网设备占比13.88%、通用机械占比9.96%、专用机械占比8.26%、储能设备占比 1.32%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从 ...