证券代码：601718 证券简称：际华集团 公告编号：临 2025-033 际华集团股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 际华集团股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 6 月 26 日、6 月 27 日、6 月 30 日连续三个交易日收盘价格涨幅偏离值累计达到 20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动的情 形。 经公司自查并向公司控股股东核实，截至本公告披露日，不存在应予以披 露而未披露的重大信息。 近日，公司关注到部分媒体将公司列为脑机接口概念。公司主营业务为 职业装、职业鞋靴、纺织印染、防护装具及装备的研发、生产和销售。经核实， 截至目前，公司主营业务及现有产品体系未涉及脑机接口相关领域。 一、股票交易异常波动的具体情况 公司股票于 2025 年 6 月 26 日、6 月 27 日、6 月 30 日连续三个交易日收盘价格涨 幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动的情况。 股票 ...

Core Viewpoint - The company, Jihua Group, clarifies that its main business and existing product system do not involve the brain-computer interface sector, despite being mistakenly associated with it by some media outlets [1] Group 1: Company Operations - Jihua Group's main business includes the research, production, and sales of workwear, work shoes, textile dyeing, and protective gear and equipment [1] - The company has confirmed that it has not engaged in any activities related to brain-computer interfaces as of now [1] Group 2: Stock Market Activity - The company's stock has experienced an abnormal fluctuation, with a cumulative price increase deviation of 20% over three consecutive trading days [1]

融资融券数据显示，该股最新（6月27日）两融余额为5.42亿元，其中，融资余额为5.39亿元，融券余额 为219.44万元。近5日融资余额合计减少1377.20万元，降幅为2.49%。融券余额合计增加29.94万元，增 幅15.80%。 际华集团(601718)今日涨停，全天换手率0.81%，成交额1.40亿元。龙虎榜数据显示，营业部席位合计净 买入3370.42万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.52%上榜，营业部席位合计净买入3370.42万元。 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7063.92万元，其中，买入成交额为 5217.17万元，卖出成交额为1846.75万元，合计净买入3370.42万元。 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司绵阳剑南路证券营业 部，买入金额为1807.98万元，第一大卖出营业部为华鑫证券有限责任公司上海分公司，卖出金额为 628.18万元。 资金流向方面，今日该股主力资金净流入4168.43万元，其中，特大单净流入4183.29万元，大单资金净 流出14.86万元。近5日主力资金净流入2.67亿元。 ...

Core Viewpoint - The brain-computer interface sector has seen a significant increase of 5.17%, ranking second among concept sectors, with 30 stocks rising, including notable gains from Xiangyu Medical and others [1][2]. Sector Performance - The brain-computer interface sector recorded a daily increase of 5.17%, with the top-performing stocks including Xiangyu Medical (20% limit up), Jihua Group, Innovation Medical, and Rongtai Health, all hitting the limit up [1][2]. - Other notable gainers in the sector included Aipeng Medical (10.82%), Mailande (8.71%), and Yingqu Technology (7.79%) [1]. Capital Flow - The brain-computer interface sector attracted a net inflow of 606 million yuan from main funds, with 19 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2]. - Innovation Medical led the sector with a net inflow of 312 million yuan, followed by Lepu Medical, Rongtai Health, and Hanwei Technology with net inflows of 99.42 million yuan, 74.91 million yuan, and 65.52 million yuan respectively [2][3]. Capital Inflow Ratios - Jihua Group and Rongtai Health had the highest net inflow ratios at 29.79% and 22.35% respectively, indicating strong investor interest [3]. - Other companies with notable inflow ratios included Junpu Intelligent (18.98%) and Innovation Medical (17.73%) [3].

Core Viewpoint - The military industry sector is experiencing a significant surge, driven by geopolitical tensions and increased military spending, particularly in the context of the Russia-Ukraine conflict and Middle Eastern instability [1][2][7]. Group 1: Market Performance - Military concept stocks collectively surged, with the defense and military trade sectors seeing increases of over 4% and nearly 6% respectively [1]. - Nearly 20 military concept stocks, including 成飞集成 (Chengfei Integration) and 中兵红箭 (China North Industries Group), reached their daily limit or increased by over 10% [1][4]. Group 2: Geopolitical Influences - The escalation of the Russia-Ukraine conflict, marked by large-scale attacks from Russian forces, has significantly impacted military stock performance [7]. - In the Middle East, Israel's defense minister indicated plans for regular actions against Iran, while U.S. President Trump threatened potential military action if Iran advances its nuclear capabilities [8]. - NATO's decision to increase military spending to 5% of GDP by 2035 has also drawn global attention and is expected to influence military stock dynamics [10]. Group 3: Industry Outlook - Analysts suggest that the military industry is in a favorable cycle, with military trade being a crucial growth area for military enterprises amid changing global supply and demand dynamics [2][6]. - The domestic demand for military products is expected to rise as the Chinese military transitions to a new phase of modernization, focusing on "intelligent and unmanned" systems [6]. - The upcoming military parade on September 3 is anticipated to boost market sentiment and highlight new domestic military equipment, aligning with the "14th Five-Year Plan" [5].

Market Overview - The A-share market saw all three major indices rise in the morning session, with the Shanghai Composite Index up 0.2%, the Shenzhen Component Index up 0.54%, and the ChiNext Index up 0.93% [1] - The total market turnover reached 932.6 billion yuan, a decrease of 81.1 billion yuan compared to the previous day, with over 3,500 stocks rising [1] Sector Performance - The gaming, military, brain-computer interface, and photolithography concept stocks led the gains, while the banking, securities, and dairy sectors experienced declines [3] - Notable stocks in the military sector included Hengyu Xintong (300965), Chenxi Aviation (300581), and Zhongbing Hongjian (000519), all of which hit the daily limit [3] - The gaming sector saw significant increases with Kaiying Network (002517) and Giant Network (002558) both reaching the daily limit [3] - Photolithography concept stocks were active, with Blue Eagle Equipment (300293) hitting the daily limit, along with Kaimete Gas (002549) and Zhongci Electronics (003031) [3] - The innovative drug sector rebounded, with Zhaoyan New Drug (603127) also hitting the daily limit [3] - The banking and securities sectors faced early declines, with Guosheng Jinkong (002670) dropping over 5% [3] Hot Stocks - The strongest sectors included new energy vehicles, military, and specialized innovative companies, with multiple stocks hitting daily limits [8][9][10] - In the new energy vehicle sector, 16 stocks reached the daily limit, with the highest consecutive limit being 9 days [8] - The military sector had 14 stocks hitting the daily limit, with the highest consecutive limit also being 9 days [9] - The specialized innovative sector had 13 stocks hitting the daily limit, with a maximum of 3 consecutive limits [10] Sector Insights - The military equipment sector is expected to benefit from increasing global military trade demand and domestic military modernization efforts, potentially leading to a dual boost in fundamentals and industry valuations [12] - The gaming sector is supported by a record number of game approvals, indicating regulatory support for healthy industry development [13] - The brain-computer interface sector is gaining attention due to advancements from Neuralink, with significant usage data reported from trial participants [14] - The digital currency sector is poised for growth as Hong Kong aims to enhance cross-border payment efficiency through stablecoins, with new regulations set to take effect [15]

Group 1 - The core viewpoint of the articles highlights the significant advancements in brain-computer interface (BCI) technology, particularly through Neuralink's recent demonstrations, which have led to a surge in related stock prices for companies in the sector [1][2] - Neuralink has successfully implanted its N1 brain-computer interface in 7 patients, including 4 with spinal cord injuries and 3 with amyotrophic lateral sclerosis (ALS), enabling them to control computers using their thoughts [1] - The market for BCI technology is projected to grow significantly, with an estimated additional market space of approximately $10 billion globally over the next decade, and the potential for China's market to exceed 100 billion yuan [2] Group 2 - Non-invasive brain-computer interfaces currently dominate the market, accounting for 86% of the total market share, while invasive interfaces present significant potential due to high barriers to entry [2] - The ongoing clinical trials in the BCI field are expected to validate the feasibility of technology paths and optimize core performance indicators, thereby reducing technical risks and laying a solid foundation for large-scale commercialization [2] - The investment cycle for BCI technology is suggested to be divided into three stages: the implementation of BCI devices in medical scenarios, the expansion into consumer scenarios, and the development of downstream application scenarios [2]

Group 1 - The A-share brain-computer interface sector opened high, with Jihua Group hitting the daily limit up [1] - Aipeng Medical rose over 7%, indicating strong investor interest [1] - Other companies such as Innovation Medical, Nanjing Panda, and Sanbo Brain Science also experienced gains [1]

暗盘资金正涌入这些股票，点击速看>>> 脑机接口板块高开，际华集团（601718）2连板，爱朋医疗（300753）涨超7%，创新医疗（002173）、 南京熊猫（600775）、三博脑科（301293）纷纷高开。消息面上，近日，马斯克领导的脑机接口(BCI) 公司Neuralink在其N1脑植入设备方面取得了显著进展。 ...

Market Overview - On June 27, the A-share market exhibited structural differentiation, with the Shanghai Composite Index down by 0.70%, while the Shenzhen Component Index and the ChiNext Index rose by 0.34% and 0.47% respectively [2] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 1.58 trillion yuan, with over 3,400 stocks rising and 54 stocks hitting the daily limit [2] Sector Performance - The electronic, non-ferrous metals, and textile sectors attracted significant capital, with Tesla supply chain and military protection stocks showing particularly active performance [2] - In the electronic sector, nine stocks hit the daily limit, with notable inflows into Huaten Technology and Shenzhen Huqiang, which saw net inflows of 5.82 billion yuan and 6.40 billion yuan respectively [2] Non-Ferrous Metals - North Copper achieved a four-day limit increase, closing at 10.31 yuan with a net inflow of 2.57 billion yuan [3] - The sector saw a collective rise in small metal varieties such as zinc, tin, and molybdenum, driven by interest in Tesla's new electric vehicle concepts [3] Military and Defense - The defense sector saw significant activity, with Inner Mongolia First Machinery Group receiving a large net buy of 4.8 billion yuan, while Jihua Group also hit the daily limit [4] - The military protection theme ranked among the top gainers, supported by recent advancements in new equipment development by military enterprises [4] Communication Equipment - The communication equipment sector experienced a net inflow of 12.80 billion yuan, with Hengbao Co. hitting the daily limit at 19.15 yuan and a turnover rate of 54.38% [5] - The sector's activity is linked to the accelerated rollout of 5G-A networks by operators, indicating a potential for valuation recovery in related industries [5] Capital Flow Insights - The main sectors attracting capital included electronic components, communication equipment, and small metals, with net inflows of 19.26 billion yuan, 12.80 billion yuan, and 5.47 billion yuan respectively [5] - As the semi-annual report disclosure period approaches, sectors with strong earnings certainty, such as technology and high-end manufacturing, are likely to continue attracting investment [5]