收评：沪指震荡调整跌0.4% 多只高位股持续获资金追捧 智通财经5月16日电，市场全天震荡调整，三大指数小幅下跌。沪深两市全天成交额1.09万亿，较上个 交易日缩量629亿。高位股持续获资金追捧，渝三峡A等多股涨停。盘面上，市场热点快速轮动，个股 涨多跌少，全市场超3000只个股上涨。从板块来看，机器人概念股集体大涨，麦迪科技等涨停。可控核 聚变概念股再度走强，百利电气涨停。智能驾驶概念股表现活跃，路畅科技等多股涨停。下跌方面，物 流概念股展开调整，华光源海跌超10%。板块方面，PEEK材料、可控核聚变、智能座舱、人形机器人 等板块涨幅居前，物流、美容护理、保险、白酒等板块跌幅居前。截至收盘，沪指跌0.4%，深成指跌 0.07%，创业板指跌0.19%。 ...

今日早盘，A股小幅震荡整理，科创50指数失守1000点大关，并创1个多月来新低，沪深300开盘即跌破3900点，北证50则险守1400点。上涨个股多于下跌 个股，成交呈现进一步萎缩的趋势。 | | | 000001[上证指数] 3363.32 -0.52% | | | | 399001 深证成指] 10184.49 -0.02% | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 3405 | | | | 10220 | | | | | | 3393 | | | | 10203 | | | | | | 3381 | | | | 10186 | | WW | | | | 3369 | | | | 10170 | | | | | | 3357 | | | | 10153 | | | | | | 09:30 | 10:30 | 13:00 | 14:00 15:00 | 09:30 | 10:30 | 13:00 | 14:00 | 15:00 | | | | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | | | | | 上证指数 ...

午评：创业板指半日涨0.16% 机器人概念股再度爆发 智通财经5月16日电，市场早盘震荡分化，三大指数涨跌不一。沪深两市半日成交额6658亿，较上个交易日缩量747亿。盘面上热点快速轮动，个股涨多跌 少，全市场3300只个股上涨。从板块来看，机器人概念股集体大涨，嵘泰股份等多股涨停。可控核聚变概念股再度走强，百利电气涨停。军工股展开反弹， 成飞集成8连板。下跌方面，保险、银行等大金融股迎来调整，中国太保等多股跌超2%。板块方面，PEEK材料、可控核聚变、机器人、成飞概念等板块涨 幅居前，美容护理、保险、物流、农业等板块跌幅居前。截至收盘，沪指跌0.52%，深成指涨0.08%，创业板指涨0.16%。 浙1 宁表 坝 封板率 70.00% 封板 42 触及 18 昨涨停今表现 1.36% 高开率 52% 获利率 58% ...

5月16日，A股早盘走势分化，创业板指盘中翻红，截至9:36，沪指跌0.18%，深成指跌0.28%，创业板指跌0.36%。 中国银河证券表示，5月中到6月中市场可能呈现震荡上行，但节奏上有所反复的态势。前期市场在政策"组合拳"呵护下及外部环境改善预期下已经有所上 涨。进入5月中旬后，虽然政策会持续发力，但仍面临一些扰动如资金面波动和外部环境不确定性等因素。所以整体以震荡上行来消化前期涨幅和等待新的 催化因素为主。 可控核聚变概念拉升，王子新材、百利电气涨停，久盛电气、常辅股份、中洲特材、弘讯科技、哈焊华通、永鼎股份、海陆重工等跟涨。 点评：消息面上，王子新材在互动平台表示，子公司宁波新容就实施安徽合肥可控核聚变项目提供储能电容和支撑电容产品，公司将全力保障可控核聚变项 目订单在2025年交付完毕。 | | 可控核聚变(02GN2286) | | 4 机 | | --- | --- | --- | --- | | | 1124.10 +42.40 +3.92% | | | | 股票名称 | 最新价 | 主力净流入 | 涨跌幅 | | 久盛电气 301082 | 19.29 | 6479.6万 | +11.18% ...

Core Insights - By the end of 2024, China's installed capacity of renewable energy, primarily wind and solar, is expected to reach 1.45 billion kilowatts, surpassing thermal power for the first time [1] - The retail penetration rate of new energy passenger vehicles in China is projected to reach 57.6% in 2024 [1] - The energy sector is anticipated to undergo significant transformations, with key catalysts expected in 2025 [1] Group 1: Future Energy Landscape - Wind and solar energy will continue to be the mainstay of clean energy, with steady growth expected due to mature technology and economic viability [2] - Energy storage is set to become a crucial regulator for renewable energy, addressing issues like grid absorption and the intermittency of renewable generation [2] - Controlled nuclear fusion is emerging as an ideal future energy source, with advancements in technology accelerating its commercialization timeline to potentially 2030-2035 [2][6] Group 2: 2025 Significance - The year 2025 marks a pivotal transition for renewable energy, where it is expected to officially surpass traditional energy sources in installed capacity [4] - The penetration rate of new energy vehicles is projected to exceed 50% in 2025, indicating a shift towards mainstream adoption [4] - 2025 will also see the full market entry of renewable energy, with energy prices determined by supply and demand, enhancing the role of energy storage in profitability [5] Group 3: China's Leadership in Energy Revolution - China's energy transformation is supported by robust policy frameworks, with a comprehensive "1+N" policy system guiding carbon neutrality efforts [8] - The country is a global leader in solar energy, accounting for approximately 40% of global installed capacity and 90% of production capacity [8] - The manufacturing capabilities of China are crucial for the energy revolution, showcasing the integration of high-end manufacturing and technological innovation [10] Group 4: Investment Opportunities in Future Energy - Future energy-related ETFs can be categorized into three levels: carbon neutrality, the entire renewable energy supply chain, and specific segments [10] - ETFs such as E Fund (562990) cover deep decarbonization fields, while others like E Fund (516090) encompass a broad range of renewable sectors including lithium batteries, solar, wind, and nuclear power [10][11] - Investors can select suitable ETFs based on personal circumstances to engage in future energy investments [11]

Table_First|Table_Summary 华福证券 固定收益专题 2025 年 5 月 8 日 分析师: 徐亮 执业证书编号： S0210524040003 邮箱： xl30484@hfzq.com.cn Table_First|Table_Contacter 分析师: 林浩睿 执业证书编号： S0210524070001 邮箱： lhr30501@hfzq.com.cn 联系人: 黄涵静 邮箱： hhj30695@hfzq.com.cn 相关报告 1.《科创债怎么看？》2025.5.7 2.《怎么看一揽子货币政策及对债市的影 响》2025.5.7 固 定 收 益 专 题 证 券 研 究 报 诚信专业 发现价值 请务必阅读报告末页的重要声明 热门题材转债配置指南 投资要点： 团队成员 e p y T t r o 1 Table_First p e R _ e l b a T | t s r 告 Table_First|Table_Author lhr30501@hfzq i F _ e l b a T 固 收 研 究 Table_First|Table_RelateReport ➢ 当前市场背景下， ...

关于我们 网站声明 联系方式 用户反馈 网站地图 帮助 cls 请输入要搜索 首页 电报 话题 盯盘 FM 投研 下载 【狙击龙虎榜】新一轮情绪上升周期确认 风格切换下市场 龙头或将从趋势股中诞生 狙击龙虎榜 小林|财联社 2025.05.06 21:23 星期二 【盘面回顾与展望】 今日指数高开高走，市场情绪延续强势，确认了新周期的上升期。虽然普涨过后容易分化，但从上周三周期切换开始算起，今天 只是新周期的第二天，所以即便分化也不用太担心，周四周五大概率会重新走强。投机相对偏弱，好在渝三峡A下午回封，鸿博 股份尾盘还能抢筹也算超预期了，所以市场风格并非完全切换，而且鸿博股份凭借一季报和成功的算力转型，后面也有机会走成 趋势，就像上一周期的国芳集团一样，预期一波没空间，结果由一波走成二波。板块方面，资金再度聚焦科技股，无论是赛道的 AI和机器人还是题材的可控核聚变都是科技方向，有别于上一周期的消费、贸易等，AI的短期最大的催化在于DeepSeek R2，或 将不采用英伟达进行训练，所以关注昇腾相关标的为主。机器人还是聚焦轻量化和灵巧手，具体来说就是PEEK材料、滚珠丝 杠、腱绳以及无刷直流电机等方向没有变化， ...

新华财经北京5月7日电（王媛媛） 5月6日，A股市场在多重利好催化下迎来"开门红"，可控核聚变概念 板块成为当日最大亮点。截至收盘，板块指数单日涨幅达6.3%。其中，中洲特材、久盛电气以20%的涨 幅涨停，海陆重工、雪人股份、合锻智能、永鼎股份等10%涨幅涨停，鑫宏业、哈焊华通、常辅股份、 爱科赛博等均涨超10%。 分析认为，可控核聚变或为人类能源终极解决方案，未来商业化发展前景广阔，近年来国内外可控核聚 变项目持续推进，商业化进程有望加速，"政策-产业-资本"有望共振，产业链或受益。 技术突破：BEST装置总装启动 据合肥新闻联播5月1日报道，正在建设中的"国之重器"——合肥紧凑型聚变能实验装置（BEST）项目 工程总装工作比原计划提前两个月，在聚变堆主机关键系统综合研究设施园区正式启动。 新华网报道称，总装工作是BEST装置建造过程中最关键的环节之一，要将包括超导磁体系统、磁体馈 线系统、杜瓦、冷屏、包层以及偏滤器等在内的聚变堆"心脏"部件精确安装至主机基坑内。项目建成后 将开展燃烧等离子体物理前沿科学研究，演示聚变发电。 公开资料显示，可控核聚变是指在人工控制条件下，通过持续、稳定的核聚变反应释放能量的 ...

Market Overview - A-shares experienced a strong opening after the "May Day" holiday, with the Shanghai Composite Index regaining the 3300-point level, and the ChiNext Index leading the gains [1][2] - The three major indices opened higher, with the Shanghai Composite Index up 0.49%, the Shenzhen Component Index up 0.75%, and the ChiNext Index up 0.97% [1] - By midday, the Shanghai Composite Index had risen by 0.94%, surpassing 3300 points, and trading volume reached 849.3 billion yuan, an increase of 135.3 billion yuan compared to the previous trading day [1][2] Sector Performance - The controlled nuclear fusion sector saw significant gains, with multiple stocks hitting the daily limit up, driven by positive news from the International Thermonuclear Experimental Reactor (ITER) organization [4] - The rare earth sector also performed strongly, with prices of some rare earth metals soaring over 200%, leading to substantial gains in related stocks [2][4] - The precious metals sector had 68 related stocks closing higher, with gold prices reaching new highs, further boosting the performance of gold-related stocks [3] Investment Trends - Institutional investors are favoring technology growth stocks, with a focus on sectors such as AI, robotics, and semiconductor equipment, indicating a shift towards technology-driven investment opportunities [5][6] - The consumer sector is also showing strong profit potential, particularly in areas benefiting from domestic consumption policies, such as tourism and beverages [6] - Analysts suggest a continued upward trend for A-shares post-holiday, with expectations of a "catch-up" rally in the market [6]

今天A股高开高走，走势稳定，是最让股民满意的一天，上证指数涨1.13%，深证成指涨1.84%，创业板指涨1.97%，沪指又回到了3300点之上，报3316点， 超4900只个股上涨，三市成交额达1.36万亿，较昨日增加1713亿元，量能放大，个股普涨，涨停个股145只，赚钱效应明显提起来。 节假日外围股市普涨，港股涨，人民币升值960点，关税谈判的新动向，以及五一假期政策利好推动，都是今天开盘带动A股上涨的因素。虽然涨势喜人， 但大部分个股都是超跌反弹的，后续能不能持续就得谨慎观察了，所以大家还是要保持清醒头脑来看待明天的交易。 板块方面： 可控核聚变，中洲特材，九盛电气20cm涨停。5月1日。合肥紧凑型聚变能实验装置项目工程总装工作正式启动。这可是个实质性的利好，未来能源的最终 方向，今天再次涨停，能否带动整个热情，就看明天能否持续。 稀土永磁，华阳新材，盛和资源涨停。中国对稀土出口限制，稀土涨价，缅甸地震限制了进口数量，机器人进入量产需要消耗大量稀土材料，都是该板块涨 起来的推力，叠加机器人的热点，估计明天还会持续爆发涨停潮。 鸿蒙概念股，岩山科技一类股前期上涨回调后开始反弹涨停，鸿蒙pc版即将亮相，华为 ...