Market Overview - The Shanghai Composite Index rose by 0.32% on July 4, with 13 out of the 28 sectors experiencing gains, led by the banking and media sectors, which increased by 1.84% and 0.91% respectively [1] - The sectors that saw the largest declines were beauty care and non-ferrous metals, with decreases of 1.87% and 1.60% respectively [1] - The basic chemical industry ranked third in terms of decline today [1] Capital Flow Analysis - The net outflow of capital from the two markets was 21.74 billion yuan, with 8 sectors experiencing net inflows [1] - The computer industry had the largest net inflow of capital, totaling 2.81 billion yuan, despite a slight decline of 0.05% in its stock price [1] - The banking sector also saw a net inflow of 758 million yuan, with a daily increase of 1.84% [1] Basic Chemical Industry Performance - The basic chemical industry fell by 1.22%, with a total net outflow of 2.174 billion yuan [2] - Out of 401 stocks in this sector, 41 stocks rose, and 354 stocks fell, with 4 stocks hitting the daily limit down [2] - The top three stocks with the highest net inflow in the basic chemical sector were Huafeng Super Fiber (1.62 billion yuan), Dongcai Technology (1.39 billion yuan), and Limin Co., Ltd. (1.24 billion yuan) [2] Basic Chemical Industry Capital Inflow and Outflow - The top stocks with capital inflow included: - Huafeng Super Fiber: +1.83%, 16.59% turnover, 161.85 million yuan inflow - Dongcai Technology: +10.01%, 11.12% turnover, 138.64 million yuan inflow - Limin Co., Ltd.: +5.83%, 22.57% turnover, 124.30 million yuan inflow [2][3] - The top stocks with capital outflow included: - Dazhongnan: +2.55%, 38.91% turnover, -195.83 million yuan outflow - Wanhua Chemical: -0.86%, 0.72% turnover, -137.99 million yuan outflow - Yanhai Co., Ltd.: -2.43%, 0.88% turnover, -98.39 million yuan outflow [3]

基础化工行业今日上涨0.22%，全天主力资金净流出19.08亿元，该行业所属的个股共401只，今日上涨 的有198只，涨停的有3只；下跌的有183只，跌停的有1只。以资金流向数据进行统计，该行业资金净流 入的个股有136只，其中，净流入资金超5000万元的有5只，净流入资金居首的是大东南，今日净流入资 金1.29亿元，紧随其后的是新和成、万华化学，净流入资金分别为1.29亿元、9494.29万元。基础化工行 业资金净流出个股中，资金净流出超5000万元的有12只，净流出资金居前的有中毅达、凯美特气、石英 股份，净流出资金分别为2.79亿元、2.09亿元、1.08亿元。 沪指7月3日上涨0.18%，申万所属行业中，今日上涨的有24个，涨幅居前的行业为电子、电力设备，涨 幅分别为1.69%、1.38%。基础化工行业今日上涨0.22%。跌幅居前的行业为煤炭、交通运输，跌幅分别 为1.16%、0.28%。 资金面上看，两市主力资金全天净流出45.11亿元，今日有9个行业主力资金净流入，电子行业主力资金 净流入规模居首，该行业今日上涨1.69%，全天净流入资金78.20亿元，其次是医药生物行业，日涨幅为 1.35%，净 ...

主力资金监控：电子板块净流入超63亿 | 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | | 机械设备 | -31.52 | -3.71 | | 2 | 基础化工 | -21.05 | -3.17 | | 3 | 国防军工 | -18.20 | -2.99 | | ব | 未営体 | -17.04 | -4.27 | | 5 | 电网设备 | -13.93 | -5.96 | 星矿主力资金监控: 午后买入前十榜 (截止时间: 14时 15 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 工业富联 | 16.75 | 21.97 | | 2 | 宁德时代 | 11.35 | 15.05 | | 3 | 立讯精密 | 7.40 | 12.51 | | ব | 方正科技 | 6.09 | 26.81 | | 5 | 京北方 | 5.04 | 14.63 | | 6 | 比亚迪 | 5.01 | 14.23 | | 1 | ...

2025 年 07 月 01 日 晨会纪要 研究所： 证券分析师： 余春生 S0350513090001 yucs@ghzq.com.cn ——2025 年第 110 期 [Table_Title] 晨会纪要 观点精粹: 最新报告摘要 业绩表现稳健，品类持续创新--波司登/服装家纺(03998/213502) 点评报告（港股美股） 丁酮、丙烯、苯胺价格上涨，铬盐值得重点关注--行业周报 政策锚定内需，债市震荡延续--债券研究周报 宠物保持高景气度，生猪板块布局底部--行业周报 本周北证 50 实现领涨、广信科技上市，下周锦华新材上会--北交所行业普通报告 2025 年银行行业中期策略：波浪式前进，螺旋式上升--行业 PPT 报告 证券研究报告 1、最新报告摘要 1.1、业绩表现稳健，品类持续创新--波司登/服装家纺(03998/213502) 点评 报告（港股美股） 分析师：马川琪 S0350523050001 分析师：廖小慧 S0350524080002 事件: 波司登 6 月 26 日发布公告：FY2025 集团收入达 259.0 亿元（人民币，下同），同比增长 11.6%；归母净利 润 35.1 亿元， ...

买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 沪股通专用 10442.90 0.00 10442.9 国泰海通 证券股份有限公司深圳益田路证券营业部 6161.91 0.00 6161.91 国泰海通证券股份有限公司总部 4874.88 0.00 4874.88 东方财富证券股份有限公司拉萨金融城南环路证券营业部 3010.11 0.00 3010.11 东方财富证 券股份有限公司拉萨团结路第一证券营业部 2834.49 0.00 2834.49 卖出金额最大的前5名营业部 买入额/ 万 卖出额/万 净额/万 国泰海通证券股份有限公司总部 0.00 17540.00 -17540.0 沪股通专用 0.00 12044.60 -12044.6 中信证券股份有限公司上海分公司 0.00 4524.26 -4524.26 中国银河证券股份有限公司桂林中山 中路证券营业部 0.00 3773.53 -3773.53 东方财富证券股份有限公司拉萨东环路第一证券营业部 0.00 2493.49 -2493.49 本文源自：金融界 作者：智投君 6月25日，中毅达下跌2.55%登上龙虎榜，日振幅值达15%; ...

Market Overview - The stock market experienced a collective rise on June 24, with the Shanghai Composite Index closing at 3420.57 points, up 1.15%, the Shenzhen Component Index at 10217.63 points, up 1.68%, and the ChiNext Index at 2064.13 points, up 2.3% [1][2]. Sector Performance - Solid-state battery and humanoid robot concept stocks surged, while sectors such as oil and gas, shipping, and military industries showed significant pullbacks [3][5]. - The battery sector rose by 5.36%, with solid-state batteries increasing by 4.42% and humanoid robots by 4.29% [4]. - Notable stocks in the battery sector included Xinde New Materials, Liyuanheng, and Huasheng Lithium Battery, all reaching a 20% limit up [4]. - Humanoid robot stocks like Zhaofeng Co. also hit a 20% limit up, alongside other companies like Zhongjing Electronics and Zhejiang Rongtai [4]. Capital Flow - Main capital flows showed a net inflow into non-bank financials, power equipment, and computers, while there was a net outflow from oil and petrochemicals, transportation, and banking sectors [6]. - Specific stocks with significant net inflows included Dongfang Caifu, Dongxin Heping, and Guoxuan High-Tech, with inflows of 1.278 billion, 591 million, and 571 million respectively [6]. Institutional Insights - Guorong Securities indicated that the market's rebound is likely to continue, while Zhongtai Securities noted that although the Shanghai index has surpassed 3400 points, other major indices have not yet reached their upper limits [7]. - Recommendations include avoiding heavily institutional-held stocks and rotating into sectors with strong certainty such as military, pharmaceuticals, and photovoltaics, while being cautious of sectors with excessive short-term gains [7].

Group 1 - The computer sector saw a net inflow of over 31 billion yuan, leading the market in capital inflow [1][2] - Other sectors with significant net inflows include pharmaceuticals (11.23 billion yuan) and non-ferrous metals (8.40 billion yuan) [2] - The communication sector experienced the largest net outflow, totaling 19.44 billion yuan, followed by machinery equipment and food and beverage industries [2] Group 2 - Top stocks by net inflow include Tianyuan Dike with 6.00 billion yuan, followed by Rongfa Nuclear Power and Zhongyida [3] - Tianfu Communication faced the highest net outflow at 6.16 billion yuan, with significant outflows also from Xinyi Sheng and Zhongji Xuchuang [4] - The net inflow rate for Tianyuan Dike was 27.23%, indicating strong investor interest [3]

Group 1 - The communication sector experienced a net outflow of over 1.33 billion yuan, indicating a significant withdrawal of funds [1][2] - The semiconductor, electronics, and basic chemicals sectors saw net inflows, with semiconductor leading at 1.31 billion yuan [2] - Notable stocks with significant net inflows include Zhongyida, with a net inflow of 0.36 billion yuan, and SMIC, with 0.31 billion yuan [3] Group 2 - The top stock with the highest net outflow was Tianfu Communication, with a net outflow of 0.29 billion yuan [4] - Other stocks with considerable net outflows include Xinyi Sheng and Qiangli New Materials, with outflows of 0.25 billion yuan and 0.25 billion yuan respectively [4] - The overall trend indicates a shift in investor sentiment, favoring sectors like semiconductors while pulling back from communications and machinery [1][2]

智通财经6月23日电，油气股持续走强，带动化工板块大面积补涨，兴化股份反包涨停走出7天3板，六 国化工、中毅达、丹化科技、渤海化学涨停，金牛化工、红墙股份、赤天化、阳煤化工等涨幅靠前。 化工板块震荡拉升 兴化股份等多股涨停 ...

Group 1: Industry Overview - The geopolitical conflict in the Middle East, particularly between Israel and Iran, has escalated, leading to significant disruptions in global supply chains, particularly through the explosion at Iran's Shahid Rajaee Port [1] - Shahid Rajaee Port is crucial for Iran's non-oil imports and exports, handling 55% of the country's cargo throughput, and its shutdown has interrupted the supply chain for high-grade celestite imports to China [1] - Celestite is a key raw material for strontium carbonate, with Iran supplying over 70% of China's imports due to its high-grade mineral sources [1] Group 2: Market Impact - The shutdown of Shahid Rajaee Port, combined with the fire at the Kandelium plant in Mexico (which has a production capacity of 40,000 tons) and environmental reviews in Spain, has led to a drastic reduction in global celestite supply [3] - The price of strontium carbonate has surged from 8,000 CNY per ton in September 2024 to 16,000 CNY per ton by June 2025, marking a 100% increase, with expectations that prices may exceed 30,000 CNY per ton [3] Group 3: Company Insights - Jinrui Mining has a current strontium carbonate production capacity of 20,000 tons per year, with plans for an expansion project to increase capacity by 45,000 tons per year by the end of 2025 [5] - Beikang Technology is a supplier of mining equipment and raw materials for magnetic materials, with some business connections to the strontium carbonate supply chain [6] - Hongxing Development controls the highest-grade strontium mines in China, with a current production capacity of 30,000 tons of strontium carbonate and an additional 30,000 tons of new capacity under construction, holding over 30% market share [7] - A notable company in the industry, referred to as the "Asian Strontium King," has an annual production capacity of 30,000 tons and commands a global market share of approximately 15%-20%, with a domestic market share exceeding 30% [9] - This company has full self-sufficiency in celestite supply, has broken overseas monopolies with its technology, and has entered the supply chains of international giants like Samsung and LG [10]