A股午評:創業板指升0.48% 超3300股上升 醫藥板塊大升
A股主要指數早盤集體上升,截至午盤,滬指升0.08%報3382.96點,深成指升0.5%,創業板指升0.48%,北證50指數升1.57%。全市場半日成交額6611億元,較上日縮量846億元,超3300只個股上升。
盤面上,醫藥板塊大升,眾生藥業、先達股份升停,創新藥ASCO月底召開;機器人概念股活躍,德邁仕20cm升停,東土科技升近14%,前4月智能機器人線上銷售額同比增87.6%;核能核電股集體走強,尚緯股份、融發核電等升停,特朗普擬簽署行政命令推動核能產業的發展;銀行股表現強勢,交通銀行、中信銀行、光大銀行盤中再創新高。港口航運概念領跌,南京港跌停,連雲港跌近9%。


醫藥板塊大升,創新藥ASCO月底召開
海辰藥業觸及20cm升停,眾生藥業、先達股份升停,海翔藥業、泰格藥業、泓博醫藥、常山藥業升超8%。
消息面上,2025年美國臨牀腫瘤學會(ASCO)年會即將於5月30日至6月3日在美國芝加哥正式召開。作為全球腫瘤學領域規模最大、最具影響力的學術盛會之一。多家創新藥企此前已經宣佈將在本月底的ASCO大會上披露多項旗下創新管線的重磅臨牀和研發數據,有望成為整個創新藥產業的短期最強催化。

機器人概念股活躍,前4月智能機器人線上銷售額同比增87.6%
德邁仕20cm升停,東土科技升近14%,沃特股份、北特科技升停,隆盛科技升超7%,恒工精密、滬光股份、長華集團升超6%。
消息面上,國家統計局數據顯示,1-4月數字產品線上銷售額增長8.4%,其中智能機器人、智能家居系統增長87.6%和16%。
5月21日,華為、麥迪科技、優必選、創耀科技等企業達成合作,將共同打造康養場景下任務驅動的羣體智能平台。5月12日,華為和優必選簽署全面合作協議,雙方將基於場景打造“人形機器人+智慧工廠”聯合示範方案,並計劃開發家庭服務人形機器人。

核能核電股集體走強,尚緯股份、融發核電等升停
哈焊華通20CM升停,中超控股、尚緯股份、融發核電升停,中洲特材升9%,國光電氣、合鍛智能升約8%,常輔股份升超7%。
消息面上,有媒體援引四位知情人士稱,美國總統特朗普將於週五(23日)簽署行政命令,旨在透過簡化新反應器審批監管程序和加強燃料供應鏈來推動核能產業的發展。

港口航運概念領跌,南京港跌停
南京港跌停,連雲港跌近9%,寧波海運跌超6%,珠海港、國航遠洋跌超4%,重慶港、廈門港務、鳳凰航運、寧波遠洋跌超3%。

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