Core Viewpoint - Ningbo Marine (600798) announced that after internal review, the company's production and operations are normal, with no significant changes in market environment or industry policies, and there is no undisclosed major information [1] Group 1 - The company confirmed that its production and operational order is normal [1] - There have been no significant adjustments in the market environment or industry policies affecting the company [1] - The company does not have any major information that should be disclosed but has not been [1]

一、行情回顾 二、当日热点 1.区块链 区块链概念今日再度大涨，安妮股份、浙江东日、恒宝股份等再度涨停。四方精创一度涨停，再创历史新高。 证券时报6月23日发布头版头条文章《顺应稳定币浪潮 主动作为助推人民币国际化》，文章提到，稳定币浪潮正向全球袭来，对于正在积极提升人民币国际 化地位的中国，主动监管稳定币并顺势而为加速人民币国际化或许是更优解。 此外，在中国人民银行和香港金融管理局的共同推动下，跨境支付通22日正式上线，标志内地与香港快速支付系统实现互联互通，今后两地居民可实时办理 跨境汇款。当天，全国首笔跨境支付通汇款业务落地深圳。 当地时间6月20日，"稳定币第一股"Circle延续疯狂涨势，再度飙升逾20%至240.28美元，自IPO以来累计涨幅超650%。在美国参议院通过GENIUS法案后， 连续第二个交易日大涨。 市场全天低开高走，三大指数集体上涨。稳定币概念股再度大涨，恒宝股份、海联金汇等多股涨停。航运板块全天强势，宁波海运、兴通股份等封板。油气 股再度爆发，山东墨龙、准油股份等涨停。银行股继续走强，工商银行、建设银行等多股创新高。个股涨多跌少，沪深京三市超4400股飘红，今日成交1.15 万亿 ...

每经编辑｜何小桃 美国对伊朗动手，全球资本市场埋单。 今天（6月23日）亚太股市开盘多数走低。 截至发稿，台湾加权指数跌1.58%，日经225指数跌0.3%，富时新加坡海峡时报指数跌0.35%，韩国KOSPI指数得0.39%，澳大利亚普通股指数得0.36%，印 度孟买SENSEX指数跌0.61%，印尼雅加达综合指数跌1.35%。 | 台湾加权 | 21698.01 | -1.58% | -347.73 | | --- | --- | --- | --- | | TWII | | | | | 日经 225 | 38287.21 | -0.30% | -116.02 | | N225 | | | | | 富时新加坡海峡时报 3869.86 | | -0.35% | -13.57 | | STI | | | | | 韩国 KOSPI | 3010.12 | -0.39% | -11.72 | | KS11 | | | | | 澳大利亚普通股 8685.90 | | -0.43% | -37.60 | | AORD | | | | | 韩国 KOSPI200 403.85 | | -0.36% | -1.47 | | ...

Market Overview - A-shares opened lower on June 23, with the ChiNext Index and Shenzhen Component Index turning positive during the session [1] - The Hang Seng Index and Hang Seng Tech Index opened lower, with JD.com leading the decline among blue chips [1][2] Sector Performance - Oil and gas stocks showed strong performance, with Shandong Molong and MI Energy rising nearly 15% [1][3] - Shipping stocks also performed well, with Ningbo Shipping and Xingtong Co. hitting the daily limit [5][6] Oil and Gas Sector - WTI crude oil futures rose over 6% in early trading, contributing to the rally in oil and gas stocks [3] - Citic Securities predicts that Brent crude oil prices may break $80 per barrel, with a trading range expected between $70 and $100 per barrel [5] Shipping Sector - Shipping and port stocks in Hong Kong also saw gains, with DeXiang Shipping rising over 17% [6] - The geopolitical situation in the Middle East, particularly regarding Iran's potential closure of the Strait of Hormuz, is influencing market sentiment [6] Cobalt and Solid-State Battery Sector - Cobalt-related stocks experienced a surge, with Tengyuan Cobalt rising over 17% [7] - The Democratic Republic of the Congo announced an extension of a temporary ban on cobalt exports, impacting market dynamics [9] - Solid-state battery stocks are gaining traction, with companies reporting advancements in production timelines [9] Semiconductor Sector - Semiconductor and photolithography stocks saw strong performance, with multiple companies hitting daily limits [9]

Market Overview - A-shares opened lower but rebounded, with all three major indices turning positive. As of 9:42 AM, the Shanghai Composite Index rose by 0.03%, the Shenzhen Component Index increased by 0.14%, and the ChiNext Index gained 0.11% [1] Geopolitical Impact - The geopolitical situation is escalating, with the U.S. bombing Iranian nuclear facilities and Iran's parliament supporting the closure of the Strait of Hormuz, leading to a near 6% increase in crude oil prices. Despite external geopolitical pressures, the market's decline has been limited, indicating strong support from market participants [1][10] Sector Performance Shipping and Port Stocks - Shipping and port stocks saw significant gains, with Ningbo Shipping and Xingtong Co. both hitting the daily limit up. Other stocks like COSCO Shipping Energy and China Merchants Energy also experienced upward movement [2][3] Cross-Border Payment Stocks - Cross-border payment stocks surged, with Jida Zhengyuan hitting the daily limit up. Other stocks such as Lakala and Huafeng Super Fiber rose over 5% [4][5] Solid-State Battery and Cobalt Stocks - Solid-state battery concepts continued to perform strongly, with Xiangtan Electrochemical achieving three consecutive limit-up days. Cobalt-related stocks also saw gains, with Tengyuan Cobalt rising over 15% [1] Institutional Insights - Guotai Junan believes that after short-term risk release, the core contradiction in the Chinese stock market remains internal rather than external, maintaining a more optimistic view than consensus [2][8] - CITIC Securities notes that recent adjustments in Hong Kong stocks have affected A-share sectors, with a focus on new consumption and innovative pharmaceuticals [7] - Dongfang Securities highlights that while external geopolitical factors are impacting the market, the decline has been limited, suggesting a potential shift towards technology growth styles [10]

Group 1 - Oil and gas resources, as well as port shipping sectors, opened high with stocks like China Merchants Jinling (601975), Ningbo Marine (600798), and Xingtong Co. (603209) hitting the daily limit [1] - Other stocks such as Zhen Oil (002207) and Tongyuan Petroleum (300164) also opened high [1] - The Iranian parliament has suggested closing the Strait of Hormuz, which is influencing market movements [1] Group 2 - There is a noticeable influx of dark pool funds into these stocks, indicating increased investor interest [1]

Group 1 - Ningbo Marine and Xingtong Co. both reached the daily limit increase in stock prices, indicating strong market interest and investor confidence [1] - Air China Oceanic saw a stock price increase of over 10%, reflecting positive sentiment in the shipping sector [1] - Other companies such as China Merchants South Oil, Ningbo Ocean, Phoenix Shipping, COSCO Shipping Energy, and China Merchants Industry also experienced stock price increases, suggesting a broader rally in the maritime industry [1] Group 2 - The news reports that the Iranian parliament's National Security Committee has concluded that the Strait of Hormuz should be closed, which could have significant implications for global shipping routes and oil supply [1] - The final decision regarding the closure of the Strait of Hormuz rests with Iran's Supreme National Security Council, indicating potential uncertainty in the geopolitical landscape [1]

近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨2.29%，上榜后5日平均涨0.52%。 资金流向方面，今日该股主力资金净流入3.55亿元，其中，特大单净流入3.89亿元，大单资金净流出 3366.26万元。近5日主力资金净流入2.75亿元。 宁波海运(600798)今日涨停，全天换手率14.16%，成交额7.26亿元，振幅14.44%。龙虎榜数据显示，营 业部席位合计净买入1.31亿元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.17%上榜，营业部席位合计净买入1.31亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.03亿元，其中，买入成交额为1.67亿 元，卖出成交额为3581.61万元，合计净买入1.31亿元。 具体来看，今日上榜营业部中，第一大买入营业部为中国银河证券股份有限公司大连黄河路证券营业 部，买入金额为4521.28万元，第一大卖出营业部为国信证券股份有限公司浙江互联网分公司，卖出金 额为849.58万元。 融资融券数据显示，该股最新（6月19日）两融余额为1.45亿元，其中，融资余额为1.44亿元，融券余额 为61.82万元。近5日融资余额合计减少919.79万 ...

Group 1 - The shipping sector saw an increase of 1.02%, ranking fifth among concept sectors, with 53 stocks rising, including Ningbo Marine, Xingtong Co., and Baoshui Technology hitting the daily limit [1][2] - Notable gainers included Guohang Ocean with a rise of 7.08%, Bohai Ferry at 6.04%, and Yongtai Transportation at 4.45% [1] - The top decliners were COSCO Shipping Technology down 3.63%, CGN Technology down 2.83%, and Jushen Co. down 2.48% [1] Group 2 - The shipping sector attracted a net inflow of 900 million yuan, with 38 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2] - Ningbo Marine led the net inflow with 355 million yuan, followed by Baoshui Technology with 219 million yuan and Xingtong Co. with 113 million yuan [2][3] - The net inflow ratios for Ningbo Marine, Xingtong Co., and Baoshui Technology were 48.91%, 24.57%, and 23.34% respectively [3] Group 3 - The trading volume for Ningbo Marine was 10.10%, with a turnover rate of 14.16%, while Baoshui Technology had a trading volume of 9.93% and a turnover rate of 16.93% [3] - Other notable stocks included COSCO Shipping with a trading volume of 1.30% and a turnover rate of 0.53%, and Huadong Heavy Industry with a trading volume of 3.81% and a turnover rate of 8.64% [3][4]

Market Overview - The Shanghai Composite Index fell by 0.07% on June 20, with 9 out of 28 sectors experiencing gains, led by transportation and food & beverage sectors, which rose by 0.88% and 0.73% respectively [1] - The transportation sector topped the gainers list for the day [1] - A total of 21 sectors saw a decline, with media and computer sectors dropping by 1.91% and 1.79% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets reached 21.81 billion yuan, with 10 sectors experiencing net inflows [1] - The banking sector had the highest net inflow of 1.94 billion yuan, with a daily increase of 0.69% [1] - The food & beverage sector also saw a net inflow of 1.36 billion yuan, with a daily increase of 0.73% [1] Transportation Sector Performance - The transportation sector increased by 0.88%, with a net inflow of 943 million yuan, and 81 out of 125 stocks in this sector rose [2] - Five stocks in the transportation sector hit the daily limit up, while 29 stocks declined [2] - The top three stocks with the highest net inflow in the transportation sector were Ningbo Marine, with 355 million yuan; Baoshai Technology, with 219 million yuan; and Hongchuan Wisdom, with 144 million yuan [2] Transportation Sector Capital Outflow - The top three stocks with the highest net outflow in the transportation sector were SF Express, with a net outflow of 97.32 million yuan; Phoenix Shipping, with 44.03 million yuan; and Debon Holdings, with 36.17 million yuan [3] - Other notable stocks with significant net outflows included Wuchan Zhongda, HNA Holding, and Qingdao Port [3]