Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The report highlights that the dairy industry is experiencing a significant oversupply of raw milk, leading to a slowdown in the culling of dairy cows. The current contract milk price is 3.04 CNY/kg, while spot milk prices are below 2.5 CNY/kg, indicating financial strain on dairy farms [7] - The report suggests that the culling of dairy cows may accelerate in the near future due to increasing operational pressures on farms, with spot milk prices dropping to around 2.3 CNY/kg [7] Summary by Sections Investment Recommendations and Targets - For the farm sector, it is recommended to focus on Yuran Dairy (09858, Buy), which is the largest farm enterprise and is expected to benefit from the rebound in milk prices and the recovery of dairy cow fair value. The report also suggests paying attention to leading farm Modern Dairy (01117, Not Rated) [2] - In the dairy enterprise sector, the report recommends Tianrun Dairy (600419, Not Rated), Yili Group (600887, Buy), and Mengniu Dairy (02319, Buy). The current low milk prices and intense competition in the dairy product market are expected to improve as milk prices recover, benefiting both Yili and Mengniu [2]

Group 1 - The main point of the news is that BYD experienced a significant net sell-off of over 1.7 billion yuan, while other sectors like non-bank financials saw substantial net inflows [1][5] - Non-bank financial sector had a net inflow of over 2.6 billion yuan, leading the market [2] - The automotive sector, particularly Jianghuai Automobile, saw a notable net inflow of 940 million yuan, ranking first among individual stocks [4] Group 2 - The transportation equipment sector faced the highest net outflow, totaling 1.229 billion yuan [3] - The semiconductor industry also experienced a significant net outflow of 1.194 billion yuan [3] - The new energy sector had a net outflow of 1.1 billion yuan, indicating a trend of capital leaving these industries [3] Group 3 - Jianghuai Automobile led the afternoon buying list with a net inflow of 940 million yuan, reflecting strong investor interest [4] - Other notable stocks with significant net inflows included Cross-Border Communication and Runxin Technology, with inflows of 822 million yuan and 587 million yuan respectively [4] - In contrast, the top stocks with net outflows included BYD, which had a net outflow of 1.709 billion yuan, indicating a shift in investor sentiment [5]

金十图示：2025年05月28日（周三）富时中国A50指数成分股今日收盘行情一览：石油、煤炭板块全天飘红，银行、汽车板块午 后继续涨跌互现 @ JIN10.COM 金十数据 | 一个交易工具 JIN10.COM 电力行业 互联网服务 长江电力 88 中国核电 1982.76亿市值 东方财富 a 2018-02-1 7470.15亿市值 3239.83亿市值 16.37亿成交额 5.55亿成交额 27.20亿成交额 30.53 9.64 20.50 +0.27(+0.89%) -0.01(-0.10%) -0.19(-0.92%) 食品饮料 证券 中信证券 国泰海通 海天味业 (D 3037.60亿市值 3767.38亿市值 2523.96亿市值 9.03亿成交额 3.13亿成交额 6.16亿成交额 25.42 17.23 45.39 -0.09(-0.35%) -0.10(-0.58%) +0.87(+1.95%) 消费电子 化学制药 工业富联 立讯精密 個瑞医药 3689.78亿市值 2202.50亿市值 3582.41亿市值 20.24亿成交额 6.16亿成交额 19.44亿成交额 18.58 30.39 ...

Group 1 - The core viewpoint of the news is that the stock market is experiencing a recovery in short-term sentiment, with a notable increase in the number of stocks hitting the daily limit up, particularly in sectors like controllable nuclear fusion and unmanned delivery [1] - A total of 61 stocks reached the daily limit up, with 10 stocks classified as consecutive limit-up stocks, and a promotion rate of 40% for these stocks [1] - Among the stocks, Suzhou Longjie exceeded expectations with a limit-up, while Zhongchao Holdings achieved a remarkable 10 consecutive limit-ups over 16 days [1] Group 2 - The controllable nuclear fusion concept saw significant gains, with over 20 stocks either hitting the limit up or rising more than 10%, including Zhongchao Holdings and Shangwei Shares [1] - The unmanned delivery vehicle concept remained active, with Zhongyou Technology hitting a 20% limit up and reaching a historical high [1] - Notable individual stock performances include Yibin Paper with 5 limit-ups in 6 days and Anada with 5 limit-ups in 9 days [2]

| 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | – | 电新行业 | -31.49 | -4.02 | | 2 | 电子 | -11.18 | -1.10 | | 3 | 汽车整车 | -8.21 | -6.61 | | ব | 银行 | -6.55 | -3.57 | | ഗ | 食品饮料行业 | -6.42 | -2.38 | 星矿主力资金监控: 午后买入前十榜 (截止时间: 14时 15 分) 主力资金监控：电新行业净流出超31亿 智通财经4月29日电，智通财经星矿数据显示，今日主力资金净流入机械设备、通用设备、文化传媒等板块，净流出电新行业、电 子、汽车整车等板块，其中电新行业净流出超31亿元。个股方面，利欧股份涨停，主力资金净买入8.50亿元位居首位，四川长虹、 兆易创新、博创科技主力资金净流入居前；大位科技遭净卖出超3亿元位居首位，比亚迪、华银电力、胜宏科技主力资金净流出额居 前。 | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | ...