证券代码：301408 证券简称：华人健康 公告编号：2025-039 安徽华人健康医药股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 安徽华人健康医药股份有限公司（以下简称"公司"）于2025年5月19日召开 第五届董事会第九次会议，审议通过了《关于提请召开2025年第一次临时股东大会 的议案》，决定于2025年6月6日14:00以现场与网络投票相结合的方式召开公司 一、会议基本情况 门规章、规范性文件和《公司章程》的规定。 （1）现场会议召开日期与时间：2025年6月6日（星期五）下午14:00； （2）网络投票时间： ①通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年6月6日 上午9:15-9:25，9:30-11:30，下午13:00-15:00。 公司将通过深交所交易系统和互联网投票系统（http://wltp.cninfo.com.cn）向公司 全体股东提供网络形式的投票平台，公司股东可以在网络投票时间内通过上述系 统行使表决权。公司股东只能选择现场投票、网络投票中的一种方式，如果同一表 决权出现重复投票表决的，以第一 ...

Core Viewpoint - The article discusses the impact of declining deposit interest rates on various asset classes, particularly highlighting the potential shift of funds from deposits to equities, bonds, and cash flow assets like dividend stocks. Group 1: Market Overview - The overall market showed a slight increase, maintaining a rating close to 5 stars [1] - Large-cap stocks experienced slightly more gains compared to small-cap stocks [2] - Dividend and value styles performed strongly in the market [3] Group 2: Deposit Rate Changes - Recent reductions in deposit interest rates have been noted, which is favorable for cash flow assets like dividends [4][10] - Major state-owned banks have lowered their deposit rates, with current rates for demand deposits at 0.05% and one-year fixed deposits below 1% [11][12][13] - The total scale of deposits exceeds 300 trillion RMB, significantly larger than the A-share market and bond market [17][18][22][23] Group 3: Fund Flow Implications - The decline in deposit yields is expected to lead to a portion of funds flowing out of deposits into other assets, similar to trends observed in Japan post-1989 [24][25] - Historical context shows that after Japan's asset bubble burst, low interest rates led to a significant shift towards high dividend yield stocks, which eventually helped the market recover [30][31] Group 4: Asset Classes for Fund Flow - Funds may flow into bonds, as their yields, while lower, still exceed deposit rates; for example, five-year government bonds yield an average of 1.55% [34] - The "fixed income plus" products are emerging, combining bonds with equities to enhance returns [36][39] - Cash flow assets, particularly dividend indices, are also attractive, with many offering yields exceeding 4-5%, significantly higher than current deposit rates [44][46] Group 5: Investment Considerations - While deposits offer low risk, the low yields prompt investors to consider assets with higher potential returns, albeit with increased volatility [51] - The growth of dividend and fixed income products is supported by the backdrop of declining interest rates, indicating a shift in investor preferences [52]

Group 1 - The report indicates that the bond market is experiencing slight increases in short-term rates and slight decreases in long-term rates, with expectations of a small adjustment following the interest rate cut, while the long-term outlook remains bullish due to weak fundamentals driving new highs in the bond market [4][13]. - The A-share market shows a slight upward trend with insufficient trading volume, and it is expected to continue a rotational rise until the trading volume effectively breaks through 1.5 trillion [5][17]. - The U.S. stock market has recovered all losses from the trade war, with the potential for new highs due to upcoming tax cuts and significant stock buybacks by companies like Apple and Google, although concerns about unsustainable debt levels are emerging [23][24]. Group 2 - The report highlights that the onshore RMB against the USD closed at 7.2035, down 159 basis points, but is expected to appreciate towards 7.1 due to favorable trade conditions [6][26]. - The commodity market saw a 0.28% increase in the Wenhua Commodity Index, with precious metals and feed sectors leading the gains, although the overall structure remains bearish with expectations of continued fluctuations [27][30]. - Important domestic policies include the completion of the China-ASEAN Free Trade Area 3.0 negotiations, which is expected to enhance cooperation and market expansion between China and ASEAN countries [34].

Group 1 - The core viewpoint of the news is the performance and holdings of the China Europe Medical Innovation Stock A fund, which has shown significant growth in recent months and has a strong portfolio in the healthcare sector [1][3] - As of May 21, 2025, the latest net value of the fund is 1.3071 yuan, reflecting a growth of 2.38%. The fund's one-month return is 13.83%, six-month return is 19.76%, and year-to-date return is 25.71% [1] - The fund's top ten stock holdings account for a total of 75.62%, with notable investments in WuXi AppTec (10.35%), Kelun-Biotech (10.15%), and WuXi Biologics (9.82%) among others [1] Group 2 - The China Europe Medical Innovation Stock A fund was established on February 28, 2019, and as of March 31, 2025, it has a total scale of 4.675 billion yuan [1] - The fund is managed by Guo Lan, who has extensive experience in the investment management field, having held various positions in research and fund management since joining China Europe Fund Management in 2014 [2]

A股复盘 | 中毅客车 / 2025.05.21 夏天来了，A股拿出了自己绝技——电风扇。一天一个热点，眼花缭乱，学得挺 好但赚钱效应不太行。 请看别的up的完美总结！ 这几天写早报，估计要被骂死，哈哈哈，一个也押不上，真是太难了，轮动得太 快了！ 感觉AI筹码短时间内难以出清，这几天从英伟达到苹果，从OpenAI到谷歌，要么 释放消息，要么发布新品，但都毫无反应。机器人也是，对一些什么格斗大赛啊 都免疫了。 AI起不来，当前经济也不太支持顺周期，成交又一直缩量，资金又找不到方向 了，三天打鱼两天晒网。一些比较猛的短线就抱团，上周是成飞集成，这周会是 丽人丽妆还是郑中设计？ 今天中毅达无疑成为话题！上一次盘中发风险提示是22年的中通客车，当天就见 顶。 哈哈哈，有没有秀一秀今天操作的？ 近期外资投行纷纷上调中国GDP增长预测。 摩根士丹利预计2025年和2026年GDP同比增长分别为4.5%和4.2%，高于此前 预测的4.2%和4.0%。 此外，摩根士丹利将其对恒生指数的"基准情景"预测上调至2026年中达到 24,500点， 相当于2026年6月预测市盈率为10.6倍，并预计2026年公司盈利将 在自上而下 ...

5月21日，上证指数全天高位窄幅震荡；深证成指、创业板指早盘震荡上扬，随后有所回落，之后再度上扬，午后冲高回 落。科创50指数早盘探底回升，午后震荡回落。截至收盘，上证指数报3387.57点，涨0.21%，成交额4659.57亿元；深证成 指报10294.22点，涨0.44%，成交额7075.21亿元；创业板指报2065.39点，涨0.83%，成交额3160.52亿元；科创50指数报 995.49点，跌0.22%，成交额173.83亿元。沪深两市合计成交11734.78亿元，成交额较上一交易日增加37.76亿元。 重组蛋白、黄金等概念走强 *ST绿康连收6个涨停板 盘面上来看，行业板块、概念跌多涨少。其中，煤炭、贵金属、银行、电力设备、医药生物等行业涨幅靠前；重组蛋白、 黄金、噪音防治、供销社、固态电池、草甘膦等概念走势活跃。美容护理、电子、传媒、机械设备、商贸零售、通信、教 育、房地产等行业跌幅居前；PEEK材料、3D玻璃、纳米银、工业母机、存储芯片、6G、宠物经济、谷子经济等概念走势 较弱。涨停个股主要集中在医药生物、电力设备、建筑装饰、化工、房地产等行业。 沪深两市主力资金净流出229.13亿元 4个行 ...

Group 1 - The core driver for the formation of a bull market is the recovery of the fundamentals, with liquidity easing and industrial trends often creating a resonance effect [1] - When the fundamentals improve comprehensively, it typically leads to a full bull market; during a structural improvement phase, if it resonates with liquidity easing and industrial trends, it may also give rise to a bull market [2] - The distinction between a structural bull market and a full bull market depends on the main sources of incremental capital; individual investors tend to drive a broad market rally, while institutional investors are more likely to create structural opportunities [1][2] Group 2 - The current recovery process of the fundamentals is expected to be mild and gradual, with macro and micro liquidity resonance and industrial upgrades likely to drive market increases [2] - The easing of monetary policy in both China and the US is anticipated to provide liquidity support, as domestic residents accelerate their asset allocation towards equity markets in a declining interest rate environment [2] - Breakthroughs in artificial intelligence technology and the "AI+" initiative are expected to create an industrial revolution, leading to a comprehensive upgrade in the TMT sector, which may attract incremental capital inflows [2] Group 3 - The conclusion drawn is that the three-dimensional resonance of fundamentals, industry, and capital markets suggests that A-shares may enter a new cycle of structural bull market [3] - The market has experienced a significant rally since late September last year, followed by nearly eight months of wide fluctuations, leading to skepticism about the medium to long-term market outlook [3] - While quantitative funds have influenced profit expectations, there are methods to navigate or follow new profit models in the market [3][4] Group 4 - The market is currently characterized by a rotation trend, with sectors such as scarce resources, gold concepts, solid-state batteries, and innovative drugs showing significant gains [10] - Despite the focus on various sectors, some overlooked sectors like pharmaceuticals, food and beverage, and water utilities have recently reached new highs this year [10] - Blue-chip stocks such as Kelun Pharmaceutical, BYD, and several banks have also reached historical highs, indicating that institutional funds are actively participating in the market [11]

一、行情回顾 沪指全天窄幅震荡，创业板指走势较强，北证50再创历史新高。黄金股集体大涨，莱绅通灵涨停，晓程科技涨超10%。固态电池概念爆发，金龙羽、国轩高 科、领湃科技等多股封板。医药股继续活跃，三生国健、舒泰神、海辰药业等涨停。下跌方面，军工板块调整，成飞集成跌停。指数黄白二线分化，个股跌 多涨少，沪深京三市约3600股飘绿，今日成交1.21万亿。 二、当日热点 1.黄金 黄金板块今日大涨，莱绅通灵、西部黄金涨停，晓程科技、紫金矿业大涨。 今日现货黄金上破3300美元/盎司大关，为5月9日以来首次。 另外，据智通财经报道，国内金饰方面，5月21日，周生生足金报价1007元/克，相比于昨日上涨25元/克；老庙黄金足金饰品报价为1004元/克，一夜涨近30 元/克；周大福金饰报价为1008元/克，较前一日每克上涨26元。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- | | 菜细通灵 | 2天2板 | 9.78 | +10.01% | 11:29:47 ...

Group 1 - The People's Bank of China Tianjin Branch is actively preparing for the issuance of technology innovation bonds, focusing on project identification, publicity, and policy support [1] - Three issuers, Tianjin Medicine, Bohai Chemical, and Bohai Bank, are expected to issue bonds with a total scale of 5.55 billion yuan [1] - Two equity investment institutions, Tianchuang Investment and TEDA KOT Investment, have entered the registration channel of the trading association, indicating a broadening of participation in the bond issuance [1]

Market Overview - A-shares experienced a volatile increase on May 21, with the Shanghai Composite Index rising by 0.21%, the Shenzhen Component Index by 0.44%, and the ChiNext Index by 0.83% [2] - The North Star 50 Index reached a new historical high, with a total of 1,615 stocks rising and 3,604 stocks declining [2][3] Stock Performance - Gold stocks saw a collective surge, with notable performers including Lai Shen Tong Ling, which hit the daily limit, and Xiao Cheng Technology, which rose over 10% [3] - Solid-state battery concept stocks exploded, with Jin Long Yu, Guo Xuan High-Tech, and Ling Pai Technology hitting the daily limit [5] - Pharmaceutical stocks remained active, with San Sheng Guo Jian, Shu Tai Shen, and Hai Chen Pharmaceutical also hitting the daily limit [6] Oil Market Dynamics - Brent crude oil prices surpassed $66 per barrel, while WTI crude oil saw a peak increase of 3.5% before retreating [8] - The oil market has been volatile due to fluctuating news regarding Iran and U.S. nuclear negotiations, with potential Israeli strikes on Iranian nuclear facilities causing price spikes [11][12] - If Israel were to strike, it could disrupt global oil supply, with estimates suggesting that such an action could increase oil prices by approximately $8 per barrel [14]