A股三大指数午后集体跳水，截至收盘，沪指跌0.94%，深成指跌0.85%，创业板指跌1.18%，北证50指 数跌1.35%。全市场成交额11826亿元，较上日放量429亿元。全市场4000只个股下跌。 板块题材上，可控核聚变、创新药、贵金属板块领涨；兵装重组、港口航运板块跌幅居前。 盘面上，可控核聚变概念涨幅居前，王子新材（002735）、哈焊华通（301137）、雪人股份 （002639）、融发核电（002366）涨停。医药股持续活跃，海辰药业（300584）、众生药业 （002317）、先达股份（603086）、塞力医疗（603716）涨停。机器人概念股反弹，赛力斯 （601127）、沃特股份（002886）涨停，东土科技（300353）涨超10%，港口航运概念领跌，南京港 （002040）、连云港跌停，宁波海运（600798）跌超5%；电力概念跌幅居前，湖南发展（000722）、 西昌电力（600505）跌停。 暗盘资金流向曝光！提前捕捉庄家建仓信号>> 热点概览： 涨停天梯榜： 【5连板】 滨海能源（000695）。 【3连板】 永安药业（002365）、汇得科技（603192）。 【2连板】 烽火电 ...

Core Viewpoint - The article highlights a collective rise in major stock indices, indicating a positive market sentiment, with over 3,300 stocks experiencing gains, particularly in sectors like controlled nuclear fusion, pharmaceuticals, and automotive manufacturing [3][5]. Group 1: Market Performance - As of the midday close on May 23, the Shanghai Composite Index was at 3,382.96 points, up 0.08%, the Shenzhen Component Index at 10,271.21 points, up 0.5%, and the ChiNext Index at 2,055.44 points, up 0.48% [3][4]. - The overall market showed a broad-based increase, with more than 3,300 stocks rising [5]. Group 2: Sector Analysis - The sectors leading the gains included controlled nuclear fusion, pharmaceuticals, automotive manufacturing, rubber products, and superconducting concepts, while sectors like military equipment restructuring and shipping faced declines [7]. - The article notes that overseas developments in controlled nuclear fusion are accelerating, with commercial fusion projects expected to be operational by 2030, prompting domestic industries to advance [7]. - Domestic fusion research has established a comprehensive layout involving both state-owned and private entities, focusing on technological routes and commercialization efforts [7]. Group 3: Institutional Perspectives - Liu Kuijun from Shenzhen Dexun Securities believes that despite short-term technical pressures, the market's risk appetite is increasing, suggesting a clear upward trend for A-shares in the medium term [9]. - Qiu Yu from Guojin Securities indicates that the market is currently experiencing reduced trading volume with noticeable sector rotation, recommending a "dumbbell strategy" for investment [9].

Market Overview - The market experienced a volatile rebound in the early session, with the ChiNext Index leading the gains [1] - There was a divergence in the performance of large and small-cap indices, with large-cap stocks showing stronger trends [1] - The trading volume in the Shanghai and Shenzhen markets reached 751.1 billion, an increase of 24.5 billion compared to the previous trading day [1] Sector Performance - Solid-state battery concept stocks surged collectively, with companies like Guoxuan High-Tech hitting the daily limit [1] - Innovative drug concept stocks showed strong fluctuations, with 3SBio also reaching the daily limit [1] - Power sector stocks maintained a strong performance, with Leshan Electric Power hitting the daily limit [1] - In contrast, controllable nuclear fusion concept stocks underwent adjustments, with Zhongzhou Special Materials dropping over 5% [1] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.38%, the Shenzhen Component Index increased by 0.53%, and the ChiNext Index gained 0.99% [1]

这几只票暗盘资金正在偷偷流入，立即查看>> A股三大指数早盘集体上涨，截至午盘，沪指涨0.38%，深成指涨0.53%，创业板指涨0.99%，北证50指 数涨1.30%。全市场半日成交额7789亿元，较上日放量267亿元。全市场3500只个股飘绿。板块题材 上，固态电池、煤炭、创新药板块领涨；工业母机、可控核聚变板块领跌。盘面上，固态电池概念集体 爆发，金龙羽（002882）、国轩高科（002074）、滨海能源（000695）、圣阳股份（002580）、领湃科 技（300530）涨停。创新药概念领涨，舒泰神（300204）、三生国健、海辰药业（300584）、哈三联 （002900）涨停。并电力、煤炭板块涨幅居前，大有能源（600403）、乐山电力（600644）、海南发展 （002163）涨停。可控核聚变概念跌幅居前，中洲特材（300963）、王子新材（002735）跌超5%。 ...

上天天基金APP搜索【777】开户即可领98元券包 ，优选基金10元起投！限量发放！先到先 得！ 今天上午， 科技股与非科技股之间继续呈现轮动态势。 前者回调，人形机器人、消费电子等 板块跌幅居前，半导体板块盘中走低，随后在玄戒芯片概念带动下，震荡拉升。 小米集团早盘快速下跌，一度跌近4%，随后震荡拉升。上午收盘，小米集团上涨0.98%。 后者中最活跃的主线是并购重组， 房地产、股权转让、ST、创投等板块上午均掀起涨停潮， 其中，股权转让板块中，森远股份、金利华电等多股迎来"20CM"涨停。 消息面上，5月16日，证监会发布实施修订后的《上市公司重大资产重组管理办法》，建立重 组股份对价分期支付机制、新设重组简易审核程序、吸收合并锁定期差异化设置、鼓励私募 基金参与上市公司并购重组等。 大消费走强，除了白酒板块，其余板块多数都表现强势，食品加工、旅游酒店等板块涨幅居 前。 高股息资产中，电力、公路铁路运输、煤炭等板块上涨。 上午收盘，上证指数下跌0.09%，深证成指下跌0.36%，创业板指下跌0.53%。 （图片来源：东方财富APP，统计截至2025/5/19，不作投资推荐） 玄戒芯片概念拉升 今天上午，小米 ...

【研选】国内核聚变项目建设加速,实验堆的快速落地推动 上游设备产业链的快速发展,相关企业有望受益;公司升级 成为耐克的战略合作伙伴,目前耐克给公司的开发产品多、 项目多,态势趋势良好 研选 2025.05.19 06:55 星期一 【研选·大事件一 -读懂大市】 1、证监会发布《关于修改(上市公司重大资产重组管理办法)的决定》,鼓励私募基金参与上市公司并购重组。 2、3月中国减持189亿美元美债、持仓规模降至第三,英国升至第二。 3、吴清:加快推进北交所服务创新型中小企业主阵地建设,打造资本市场改革开放新高地。 4、外交部:坚决反对美方对中国芯片产品和人工智能产业进行恶意封锁和打压。 5、穆迪将美国信用评级由AAA下调至AA1。 【研选·行业】 可控核聚变|国内核聚变项目建设加速,实验堆的快速落地推动上游设备产业链的快速发展,相关企业有望受益 国内核聚变项目建设加速:5月1日,BEST(聚变能紧奏燃烧等离子体装置)项目工程总装启动仪式举行,较原计划提前两个月 启动。该装置将在第一代中国人造太阳EAST装置基础上,首次实现题烈能发电演示,推动燃烧等离子物理研究,为我国聚变能 发展提供开创性支持。5月3日,央视报 ...

Summary of Conference Call Records Industry or Company Involved - The discussion primarily revolves around the Chinese financial market, including sectors such as technology, finance, shipping, new consumption, and the robotics industry. Core Points and Arguments 1. **Market Reaction to US-China Geneva Talks**: The results exceeded expectations, but the market exhibited a "sell news" trend, indicating profit-taking behavior after positive news, leading to significant external influence on short-term market sentiment [1][2] 2. **Financial Sector Performance**: The financial sector saw a significant volume increase, interpreted as a reallocation by public funds. However, this did not substantially enhance market risk appetite or profit-making effects [3] 3. **Market Structure**: The market displayed a "barbell" structure with strong performance in micro-cap and large-cap stocks, while the technology sector, particularly the Sci-Tech 50 index, underperformed due to new public fund regulations and disappointing earnings from major tech companies [4] 4. **Market Sentiment and Profitability**: Despite a rebound in market sentiment, the actual profit-making experience for investors was average, with rapid rotation among various sectors indicating a lack of a clear market leader [5] 5. **Emerging Investment Directions**: Key areas of interest include export order acquisition, new consumption trends (e.g., pet economy), and biopharmaceuticals, particularly related to ergotamine [6][10] 6. **Robotics Industry Dynamics**: The robotics sector is experiencing various catalysts, but it is not expected to see a broad-based rally. Focus is on lightweight materials and upcoming events like the robotics combat competition [8] 7. **Automotive Industry Policy Changes**: New regulations mandating the installation of emergency braking systems in light vehicles were introduced, positively impacting related sectors [9] 8. **Reorganization Policy Highlights**: The new reorganization policy increases regulatory tolerance for financial changes and introduces mechanisms to encourage private equity participation in mergers and acquisitions, which is expected to enhance the success rate of such activities [15][17] 9. **Short-term and Long-term Market Impact**: In the short term, the new policy may benefit companies with pending merger plans, while in the long term, it is expected to accelerate the pace of asset securitization and integration in strategic sectors like semiconductors and rare earths [18] Other Important but Possibly Overlooked Content 1. **Market Volume Trends**: The average daily trading volume decreased by 870 billion, indicating a contraction in market activity [2] 2. **Sector-Specific Performance**: The North Stock 50 index saw a rise of over 3%, while the technology sector faced significant declines due to regulatory impacts and underwhelming capital expenditures from major firms [4] 3. **Investor Sentiment**: The market sentiment index rebounded by over 4.6%, but the actual experience of profit-making remained limited, suggesting a cautious approach among investors [5] 4. **Potential in Rare Earths and Strategic Metals**: Recent government actions against rare earth smuggling have led to price volatility, benefiting compliant listed companies in this sector [7] 5. **Focus on Emerging Technologies**: There is a growing interest in sectors like solid-state batteries and controlled nuclear fusion, which, despite unclear market leadership, are deemed worthy of early attention [14]

• 全球可控核聚变技术加速发展，多国积极推动政策和产业，美国 Tokamak Energy 计划 2028 年商业化发电，对国内研发形成压力，AI 和高温超导技术进步提供技术支持，实验堆装置进入建设招标阶段。 • 中国在可控核聚变技术方面取得显著进展，中科院托卡马克装置 EAST 完 成一亿摄氏度 1,000 秒燃烧，环球三号实现原子核与电子温度破亿度，标 志着中国进入新的燃烧试验阶段。 • AI 技术提升磁约束控制能力，加速托卡马克装置设计迭代，二代高温超导 材料显著提升磁场强度并降低建设成本，为可控核聚变行业发展提供重要 技术支撑。 • 全球多个可控核聚变项目积极推进，美国海立威公司计划演示增益效果， Spark 预计 2025-2026 年实现 Q 大于一目标，戴姆公司计划 2030 年前 启动 ARC 项目，展示全球商业化应用前景。 • 核聚变实验区建设推进，预计 2027 年完成并运行，下半年更多项目进入 招标和开工阶段，核心设备企业订单逐渐落地，设备制造进入建设招标阶 段，资本市场融资增加。 Q&A 可控核聚变行业在 2025 年加速发展的原因是什么？ 2025 年可控核聚变行业加速发展的主要原因 ...

5月16日，A股主要指数集体下跌，沪指跌0.4%报3367点，深证成指跌0.07%，创业板指跌0.19%。 | 章 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3367.46 | -13.36 | -0.40% | | 399001 | 深证成指 | 10179.60 | -6.85 | -0.07% | | 399006 | 创业板指 | 2039.45 | -3.80 | -0.19% | 盘面上，汽车零部件板块，豪恩汽电20CM涨停，均胜电子、亚太股份等十余股涨停；可控核聚变板块走高，中洲特材20CM涨停；人 形机器人板块，宜安科技涨超14%；创新药概念震荡走强，热景生物涨超12%；免税店板块尾盘拉升，珠免集团涨超6%。此外，小米 汽车、工业母机、新能源汽车等板块上涨。 另外，大金融板块集体走弱，保险、证券等方向领跌，中国太保、中国平安等股下跌；白酒板块低迷，山西汾酒跌超2%。美容护理、 物流、猪肉、统一大市场等板块下跌。 具体来看： 消息面上，备受关注的强制性国家标准《轻型汽车自动紧急制动系统技术 ...

Market Overview - The major stock indices in Shanghai and Shenzhen opened lower on May 16, with the Shanghai Composite Index experiencing a decline after initial fluctuations, while the Shenzhen Component and ChiNext indices showed wider fluctuations after filling gaps [1] - The Shanghai Composite Index closed at 3367.46 points, down 0.40%, with a trading volume of approximately 435.6 billion yuan; the Shenzhen Component closed at 10179.60 points, down 0.07%, with a trading volume of about 653.9 billion yuan; the ChiNext Index closed at 2039.45 points, down 0.19%, with a trading volume of around 298.5 billion yuan [1] Sector Performance - The PEEK materials sector and controllable nuclear fusion sector saw significant gains in the morning session, although the gains narrowed during the day, remaining among the top performers [1] - Other sectors that experienced notable increases included COVID-19 drug concepts, automotive parts, integrated die-casting, and cultivated diamonds, while sectors such as chemical fibers, warehousing logistics, and seed industry faced larger declines [1] Institutional Insights - According to Jifeng Investment Advisory, the A-share market is gradually finding a bottom with medium to long-term investment opportunities, driven by a series of counter-cyclical adjustment policies [2] - Guoyuan Securities noted that the "618" shopping festival has seen a shift in pre-sale periods, with platforms like Tmall and JD.com simplifying mechanisms and increasing subsidies, leading to strong performances from domestic products [2] - Guojin Securities highlighted that financial technology companies are actively seeking growth points in areas such as AI and overseas expansion, with a positive outlook for C-end stock trading software companies as market activity remains robust [2] Policy Developments - The Ministry of Commerce held a meeting on May 15 to promote the optimization of the departure tax refund policy, emphasizing its role in boosting consumption and responding to external shocks [3] - The State-owned Assets Supervision and Administration Commission (SASAC) announced a meeting to discuss further deepening the reform of state-owned enterprises, focusing on high-quality completion of reform actions by 2025 [4]