![H股溢价现象深度解析：中国硬科技全球定价权崛起？]([{"img_address": "dwe_message/2026-05-28/c39cb2206bc3184819c929bbe9ce9c19.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/XLTuwficuGNt7icCLIDsTOXSaic6hWTurl7cmBIwm12bsmJnNOHGqAhkMuWUavHTVTZDmib3ep71cCxGj6YzzJ691w/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/419f898227100fa43633a331b65134ee.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/ExtgZ6yrK4FaLs36IuLk9myquyya2KI5ia0icAcmWmuGfodiaY4Y3CeeNa8wcjHpNPmpTCTIJ4StHicI8zp81iaRnBLzpyiaR4stjdYoVxicnCea0Y/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/6575369dd93323b12a325cea36bc1084.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/ExtgZ6yrK4EAnPMwhwEzLTtULPZUrM1wRIR2Dib4I1ObmcreHScGHAg2OGYQQicFpS0FMfhPMWBrdvuysIt2Uc7ogzeM48BJLStMXuNtFdgOs/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/b08d8da92c9856b78051f3a244d1d951.png||||https://mmbiz.qpic.cn/mmbiz_png/ExtgZ6yrK4HGCic0qyUP9TJG4KEtRURkZcrQHfJYRuZ3fPePR4Sy2ZPxO18emsVRDd0e6fQUBAYPiaaEvL6eXm9X3a8EvmGiauSOnh90vcYsYY/640?wx_fmt=png&from=appmsg"}])
2026年，香港新股市场迎来大批A股上市公司，与此同时，港股投资者对于A+H股的估值模式也发生了一些变化。财华社留意到，一批兼具全球竞争力与稀缺性的中国硬科技龙头，H股上市后不仅股价暴涨，且对比其A股形成持续且显著的溢价。澜起科技（06809.HK）、兆易创新（03986.HK）、胜宏科技（02476.HK）等年内登陆港股的新股，以及宁德时代（03750.HK）等老牌龙头，均呈现H股贵过A股的情况
![股份公司召开2026年度纪律监督专题会议]([{"img_address": "dwe_message/2026-05-28/94d28c5cda4a6af5697afd19afe38814.gif||||https://mmbiz.qpic.cn/mmbiz_gif/cUpLU7YHAya2SmC3ib7kkCEYqrtngDqaFU7Jj10qw6TL2S8uCHyFhdibGCBTTQt39CqY4HE7oUibrjZjic4oFJnLQHjexRvpzwp6N1llYNTDic2Q/640?wx_fmt=gif&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/276adb821549434f7bc2769a1434d55b.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/cUpLU7YHAybBJgEbNQTekM52Do5EZmiac0gBTUtnWiacpaGnG8HdXvH7qnYpqIwXK8icxMFmmak1H0f7HLcg2EfTV0wI2ES27x4GWMYXSGSiaoo/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/668de0c8b5be082f5b7491e0f9ccb21c.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/cUpLU7YHAya7hW8cnIlialPYR5TcbS2upk0hib4KKdkQzMHyJyQ0wzLbiaOzicYfic4RbHIiavYJq7YfGFTHMa21swiapoianZ4So0QenCN0Xl39gJM/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/e7a5c5d7f742893ba22064c768142d1c.png||||https://mmbiz.qpic.cn/mmbiz_png/g9OjUNZpxibqwKNbB1P9fqicNEF6uftFkzAK1oyHZ7sIc4J3tgtQOQKC70PD6AeQ2JkRoDj6ekr2DDgTGdDZfJrA/640?wx_fmt=png&from=appmsg"}])
为深入贯彻南京港集团2026年纪检监督工作部署，压紧压实全面从严治党责任，筑牢全员廉洁合规防线，近日，股份公司召开2026年度纪律监督专题会议。公司党委副书记、纪委书记、工会主席陈伦平主持会议，公司纪委委员、各党支部书记、纪检委员及关键岗位人员参会。 会议扎实开展合规教育与警示教育，内容务实、重点突出。会上，公司特邀专业律师开展普法合规专项培训，围绕国企合规管理、经营风险防控等重点内容授课，切实提
![深度展望！国家药品监督管理局药品审评中心韦薇团队：体内CAR-T疗法药物产品的革命，挑战与监管前景]([{"img_address": "dwe_message/2026-05-28/5b61f404f80321161bb214846f289f18.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/mDd9sdefib0cDU0Z0ic2lZcsTHLw9bTVhnYh6oSstsVkvkzy4cLVibJgmZ3uh50HdgJh8T1pic120VhcAZUPZIQ4Ilk5gezrN5SQsp74h6kchQ0/640?wx_fmt=png"}, {"img_address": "dwe_message/2026-05-28/1e2a026ad805c59d7323355f05c3a715.png||||https://mmbiz.qpic.cn/mmbiz_png/mDd9sdefib0dqY5RtplSZrzZbNwqIEk8B5M9BPRZTuI9mp8LDeQ1g5oA6ga716heL0nPjQRkzNtpOsfhz9jm9Neq93lzvKU0uGNy0sqVib54Y/640?wx_fmt=png"}, {"img_address": "dwe_message/2026-05-28/81f0216d7cbd6a5f9c28504927239172.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/mDd9sdefib0c7AJLXdM6V7cSrn4Qbd9axQ8KHSRiarjicu8GMav9eab23nuA5Xnia78egNcejf3kOCicB8RoCr2Pe8OzBe8c7jf3dibXu4Sb7hgoE/640?wx_fmt=jpeg"}])
【免费】第二届西部单细胞与空间组学论坛近日，国家药品监督管理局药品审评中心韦薇团队在国际知名期刊《Signal Transduction and Targeted Therapy》发表了一篇题为《The in vivo revolution in CAR-T therapy medicinal products: challenges and regulatory prospects》的深度展望文
![重磅发布！六大AI高阶能力！中国石油昆仑大模型升级]([{"img_address": "dwe_message/2026-05-28/70d5a59eaa82e1ba248c1d117ffdf9c3.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/KN6pUKwO1c6ib1xSLB5RnpFtgzzgeMH9af2El3U8xpYo9pYqiaxKXniaiaYsQdkDC59iabdoyaMeBOKx2iavjKllwbQIliaUMQNAk237lNbMvNytGM/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/8dd2344a14cd1434d4c36e5c47fecea4.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/KN6pUKwO1c5At8GuxW0mvXGBEoHKyeWJ5P5OvMyctC3esZ5gbMlXjttUv4YC4aic4zSGictnuujbK7KjtrgPtfra7U5QvmomTbP2JDQezxkCU/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/648679923f5c97d628dffd3ff6395ba1.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/KN6pUKwO1c639RQEGxD0CzRsCu4AefvhWu1ozVqEkn1GdWVYaU20zxLhUklBKnQhqOWkPJAsHqNaC44XZKicib9Ft8ytlNIObVwITGVVmKdWg/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/02b1a1b738d33a9921a9827b7220d097.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/6B1ib8EBYjE1wFeQ88wiaI3BmwQu37ZbNfiaF5A6TaibVOGmYzMpLwEOYMKvObwgAllRnPdLKHiafPpP4fa6TjXKtDQ/640?wx_fmt=jpeg&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1"}, {"img_address": "dwe_message/2026-05-28/cdd755be1564aae0d4127f119782e5e7.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/6B1ib8EBYjE1DWC6NwfNANOAZnVF1u7b9GtWXa9JA6icTbX9ASKoEVy6WWxWfjHCcUibfxtnvFaDvYmicY5ib3zYvIw/640?wx_fmt=jpeg&from=appmsg&wxfrom=5&wx_lazy=1&tp=webp"}])
5月28日，中国石油昆仑大模型迭代升级成果正式发布，行业首发六大AI高阶能力，全产业链152个应用场景实现规模化落地应用，标志着昆仑大模型完成从通用问答向主动智能的关键跨越，从“被动问答”到“主动干活”、从“试点试用”到“全产业链覆盖”、从“外部算力依赖”到“全面自主可控”，成为国内能源化工行业首个实现全产业链体系化、规模化落地的大模型平台，为我国能源领域人工智能自主创新与产业高质量发展树立全新标
![全球最大法国籍LNG动力集装箱船，首航靠泊中国盐田]([{"img_address": "dwe_message/2026-05-28/12ad3e0f078f020b0c992c1158ccf2cc.gif||||https://mmbiz.qpic.cn/sz_mmbiz_gif/7T8j2pUqCWsSslsjjA7hGm9NRIeN6Tfutmrs63Cq8NQRM6pGZRjmVWMV1wc9fNXFWbHiaJ4icnBxKkia939HicCM0jQRKJxgNwCPNxZMsefLMm0/640?wx_fmt=gif&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/7a5afdbd1bd6e77531a6072bfa1f05d5.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/7T8j2pUqCWtsI3Z07lrLbpnOK5lQaMgvOQ7K16OfA2bKuThIXOmfiahZcICG5Ww23eribsGDFewiazW35DER2ZfrUGzKtSSA0QjGNCXGrvhL88/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/6b5f793c173b1ab67d7840545df4c097.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/7T8j2pUqCWuico8u9lXBUEXXk2GjbLmY6zHugrpiabeWQy95iayI9Nqib2D2uUHRRlcjHKDu1XACA9z175JZibSJcXPhgh0BL27ZIichZ3SGzrkPY/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/68a6602d9a16d91ac37adc94dcadc42a.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/7T8j2pUqCWu3GSibib3ZF6akDjHr4aMsASLzAWraDQRw2RDDWqNrsXc13MKgVD3JJiaDy6viaww7b5Ar53CMELhIgQKHe7nKTtmAKBClmae9jD4/640?wx_fmt=jpeg&from=appmsg"}])
达飞集团已接收新一代液化天然气动力船舶达飞巴黎圣母院轮，该轮为目前全球最大法国船旗运营的集装箱船。达飞巴黎圣母院轮已驶离上海港，挂靠中国华南盐田港，并将于 7 月初驶向法国及欧洲。战略挂靠盐田港，彰显华南地区战略地位5 月 26 日，新一代液化天然气动力船舶、目前全球最大法国船旗集装箱船达飞巴黎圣母院轮靠泊盐田，标志着其迈入商业运营阶段的重要里程碑。这一里程碑进一步凸显了华南地区作为亚欧贸易关键门
![会议议题重磅发布 || 第二届先进光刻技术研讨会]([{"img_address": "dwe_message/2026-05-28/c5bcf40ffee2a1e9555c3b91c29e8e39.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/I5P6NLY2q6UicGVVfRhKMznNDVh7K66zLDJ351UzXSIXu3FXD8ibGSE79TH1gSYj91LibLkYaiaicEyaeibGnp7CaBX0ibrAglvNjCvPo5zQ8ibKgCQ/640?wx_fmt=png"}, {"img_address": "dwe_message/2026-05-28/a4a2088fc4e583538463aa1b58e950a9.png||||https://mmbiz.qpic.cn/mmbiz_png/I5P6NLY2q6WcwrH24oWOSXB2UUwVTUAIcmUE8rsfjYGfDmVRmPNvbYibOibiaGbULKZj5icw6MLvFV9k43MmzfyQ7nW2ZmfDlwK4pBuwSpLAVtM/640?wx_fmt=png"}, {"img_address": "dwe_message/2026-05-28/a2ff9ee0bb9ca45ec34526891706d23d.png||||https://mmbiz.qpic.cn/mmbiz_png/I5P6NLY2q6US8eg6SiaHSt7WyMRiaydxBpPyZOiasdKddTn5qfJb2oWAN8RvgkfLfBrAkvziaicvPJep3KpEm8EkAzSDgib32ZsOEzCXLTwOvGopQ/640?wx_fmt=png"}, {"img_address": "dwe_message/2026-05-28/936755f95d03c716c1bfe73200337d42.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/I5P6NLY2q6U61cnAsPzV1IZ6oaKMzAVF7diaXzxkTVUx0m8UHDyYgKibnxjz4licm85NjP9Y0yIvDMupKq96z9MGLqTniajaeQ6EReMaQRm2iagM/640?wx_fmt=png"}, {"img_address": "dwe_message/2026-05-28/854ac85eaf9ddef492d38315cfbd24e7.png||||https://mmbiz.qpic.cn/mmbiz_png/I5P6NLY2q6XwH9ibuePptvq6gtcCPoRSafJsQwREUMDIESg1Pia7Vv0SVDYzQMJVjx0QXOmdMtLzW1Buv5jdNpHiagxIichhKa5kXtpSKdKEMPs/640?wx_fmt=png"}, {"img_address": "dwe_message/2026-05-28/e019ef1ec9fe17bf9f0548730a08bd21.png||||https://mmbiz.qpic.cn/mmbiz_png/I5P6NLY2q6VxtfiatiaMabvrVwbmibgic3uq0ZvbfRuqFpxPWsbQAukv9pMOm5ZZSvgOpTXicKZEYOCFlIkIibb5Je57JD3iaBEcTJ4BLtrGdc7iagA/640?wx_fmt=png"}, {"img_address": "dwe_message/2026-05-28/a72843fb2b864addffc618320b11061b.gif||||https://mmbiz.qpic.cn/mmbiz_gif/I5P6NLY2q6VIg0icHMhjBXAwvdWicgv4zNJlsVqHshsaxjoKY2E6PZhukD2RVWaushU8qcLucjuibu3JmI1ZJic16p2Tsz0OmL9h92wdl0Ssiblw/640?wx_fmt=gif"}, {"img_address": "dwe_message/2026-05-28/0a7f0b6edb21b97117168ced9576d38c.png||||https://mmbiz.qpic.cn/mmbiz_png/dP2BxNUicxHX1uWEdBWmlmQv5vsVypbRVUzKlyM7UGmwyBcianKF2IdwBRY9CsBJiceVotfp3RibFxaibVicWKMeC286bsmrf1HGEmra4dAV2c8sM/640?wx_fmt=png&from=appmsg&watermark=1&tp=webp&wxfrom=5&wx_lazy=1#imgIndex=7"}, {"img_address": "dwe_message/2026-05-28/25f75db9e696f5334da1c8d8fd47a390.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/dP2BxNUicxHX9Tf9kzJCkvbTszSSroqchJJN6gM6VZic0PDfLU52eXAKYIwWDDFOlrPkhqgAgZnHejWGTZf2U4xLaYBT0mwOicsDWqoxp5Mib00/640?wx_fmt=png"}])
第二届先进光刻技术研讨会7月3日 上海会议背景在半导体技术飞速发展的当下，光刻技术作为芯片制造的核心环节，对推动产业进步起着关键作用。去年8月，首届先进光刻技术研讨会在苏州成功举办，众多行业专家、学者和企业代表齐聚一堂，共同探讨光刻技术的前沿趋势与挑战，取得了丰硕的成果，为光刻技术的发展注入了新的活力。 如今，为进一步推动先进光刻技术的创新与应用，加强行业间的交流与合作，我们将于7月3日在上海举办
![四大股指集体收涨，超百股涨停]([{"img_address": "dwe_message/2026-05-28/6a1cc4362ada70a2b9a2286d91059171.gif||||https://mmbiz.qpic.cn/sz_mmbiz_gif/1NNic30RcBCLUyHP2uoLGiaRIV09dLgHSIYVicyiaL95vAhYayNvCuHFa79LRibJs28NBQicTK0t51422k3Pyyz0lW4wQJKoBQvGaj0n5xKeibACt4/640?wx_fmt=gif&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/f2e475b66ea6dc8d77d6ec0373832cdd.png||||https://mmbiz.qpic.cn/mmbiz_png/1NNic30RcBCJKJicI3QkqOPhtl5hcjWUra23eN5dVHGGTZjL1u3wkofiaaGy2VyOsq7o08Xt0NCr5Ricm2Dy9ZBdNySxCAOHuRp0o4ZICpicDp4U/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/264ba5d3a4c6df99d63e0dc871ff4806.png||||https://mmbiz.qpic.cn/mmbiz_png/1NNic30RcBCIAWDSnoJl8Xl5ibBuMA8tibcfq258G7nms76NOvNkBXYCeFYIPU8WEcuDucAcwIic4wpyeJ1icoVD2XtSUtOfTlFy3H0XYRZeVXTI/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/175c379263b7bfbbae0a94a77c02559e.png||||https://mmbiz.qpic.cn/mmbiz_png/1NNic30RcBCJJ7qWQqaYPaTumz1lxEcVXK6yyqPxBCc6yfnvbDkJOkslYEa78lvassjMVlT5zosbcQZs2GPj0yuFOdqoJuib9icDIIhqDdicwyY/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/ad2b626f66247399fb39f1fdb8e3df88.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/75aM8OyvVZVvpNIgtsbMqN9GplSfSic0d8D0MxcRSdyzJUe4I1GDiaNIA8Uzz8yvDqIDKpuyqkCdKd6sSIGJ1XkQ/640?wx_fmt=jpeg&from=appmsg"}])
2026.05.28作者 | 一财资讯5月28日，四大股指集体收涨，沪指涨0.12%，深成指涨0.8%，创业板指涨1.96%，科创综指涨1.76%。盘面上，算力硬件产业链延续强势，PCB、CPO方向领涨；芯片产业链走强，晶圆、硅片方向领涨；超硬材料、工业金属、电力、商业航天概念股活跃。大金融、大消费走弱，AI应用、宇树机器人题材调整。具体来看，复合铜箔概念股涨幅明显，大东南、洁美科技等多股涨停。下
![光模块厂商全球Top10：中国包揽前2，7家入围]([{"img_address": "dwe_message/2026-05-28/f33c672fae4a0c80b6e097236f09e537.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/9yhiaf9FBWiaXmLYGV87B9gBZwnI9cZDJl3tYGiaAgRLlTS6GGSZPfZ1icJJ0jN3ospqrG1rxiaD2FpmS18brliac56nLyIAOuN4dB8MNVyogicyg8/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/b3c9f3ffc4cf71ab0688e2da98c55a04.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/9yhiaf9FBWiaViaH1ic07oCSChk2flQLEyPQwElY8ibOfcg1lqLSDicdR8nVWWAX25llZtdfxaJpEBuhPia9etiaOlea5tqhicVuCuyKKMoeXm8Rgqmo/640?wx_fmt=jpeg&from=appmsg"}])
今日，光通信行业独立市场研究机构LightCounting发布了光模块供应商TOP10榜单。榜单显示，依据2025年的光模块销售额，中际旭创排名全球第1，巩固领导者地位；新易盛反超美国Coherent升至全球第2。LightCounting表示：“中际旭创2024年的收入达到33.12亿美元，同比增长114%。该公司公布的2025年收入为53.33亿美元，增长61%，略高于我们对去年整个光模块市场
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蔡司日前推出了 ZEISS Panoptes 65 系列大画幅定焦电影镜头，代表着蔡司正式进军 65mm 电影摄影领域。 Panoptes 65 共十支定焦镜头，专为 ARRI ALEXA 265、Blackmagic URSA Cine 17K 65、富士 GFX ETERNA 55 等大画幅摄影机打造。镜头焦段覆盖 25mm 至 180mm，全程保持 T2.2 恒定光圈，采用 LPL 卡口，像
![国务院国资委党委召开国资央企树立和践行正确政绩观学习教育工作专班座谈会]([{"img_address": "dwe_message/2026-05-28/85572f2e5353c9fdeff3b83c6b75b062.png||||https://mmbiz.qpic.cn/mmbiz_png/HTLTfj23PXH7ic6aweBcq8HgSzwC1DvlznZTPSZrT2oLhxtsMtKt6g7Y6NVqxCfMuVPh2aBYvsP1fmflN1zwNjicbylHeQWbEyGQIHzDmuDas/640?from=appmsg"}, {"img_address": "dwe_message/2026-05-28/150a549ef4b1539bdad5e8d4c208ec1d.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/4WFuap5Hjl3cvMVyFicguOIRibMyMK4f2351Rv8ZicCFc3zicV01nOOnp33CT0sSAde7oTJ7PN8JibLeGht2mqhsJQQ/640?wx_fmt=jpeg"}])
5月26日，国务院国资委党委召开国资央企树立和践行正确政绩观学习教育工作专班座谈会,深入学习贯彻习近平总书记关于树立和践行正确政绩观的重要论述，贯彻落实中央党的建设工作领导小组会议精神和中央层面学习教育工作专班要求，对学查改重点任务再部署、再推进，推动国资央企学习教育走深走实。受国务院国资委党委书记、主任张玉卓委托，国务院国资委党委委员、副主任谭作钧出席会议并讲话。会议指出，树立和践行正确政绩观学
