Group 1 - The 34th Harbin International Economic and Trade Fair has commenced, attracting numerous merchants and showcasing products with local characteristics from Huanan County [1][3] - Huanan County, known as the "Hometown of Perilla," presented its innovative development achievements in the perilla industry chain, featuring products like perilla oil and perilla eggs [3][5] - Huanan Nongshengyuan Food Co., Ltd. aims to promote its perilla products, including perilla pills and perilla candy, to a wider audience through the fair [5] Group 2 - Heilongjiang Desheng Grain Deep Processing Co., Ltd. showcased dandelion tea and other products that combine Northeast specialty ingredients, emphasizing health and natural flavors [5][7] - Heilongjiang Yongling Aerospace Polymer Materials Co., Ltd. participated for the first time, presenting its advanced aerospace materials, particularly polyimide materials with high-temperature resistance [7][9] - Huanan County's participation in the fair includes six enterprises and over 100 product varieties, focusing on promoting agricultural products and attracting external investment [9][10]

一、盘面简述 市场全天高开后震荡回落,三大指数小幅上涨, 沪指回补4月7日跳空低开的缺口。沪深两市全天成交额1.47万亿,较上个交易日 放量1321亿。盘面上，市场热点快速轮动,个股涨多跌少,全市场超3200只个股上涨。从板块来看,军工股集体爆发,航天长 峰等20余股涨停。化工股表现活跃,红宝丽涨停创历史新高。地产股一度冲高,天保基建涨停。下跌方面,创新药概念股展开调 整, 百济神州等多股跌超5%。板块方面, 军工、农业、化工、PEEK材料等板块涨幅居前,影视、游戏、英伟达概念、生物制品 等板块跌幅居前。 电报解读 2025.05.07 19:13 星期三 二、机构动向 今日机构参与度较昨日有所降低,净买卖额超1000万元个股共19只,净买入10只,净卖出9只,其中净买入天源迪科1.67亿、常 山药业5130万、川润股份4323万,净卖出合银智能6898万、南方精工5321万、金麒麟3954万。 三、焦点公司 【机构龙虎榜解读】军工+航空材料+AI眼镜,中国商飞的] 类合格供应商,主要为商飞提供航空材料、航空化学品 已成为埃克森美孚在中国区唯一航空润滑油授权分销商, 家公司获净买入 品及解决方案、无人机产品以 ...