脑机接口板块延续活跃，际华集团（601718）3连板，翔宇医疗、创新医疗（002173）涨超7%，乐普医 疗（300003）、荣泰健康（603579）跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

Industry Overview - Sunscreen clothing is designed to block direct exposure to ultraviolet rays, similar to the function of sun umbrellas, and has gained popularity since its introduction in the U.S. in 2007 and later in China [1][8] - The market for sunscreen clothing in China is projected to grow from 45.9 billion yuan in 2016 to 80.8 billion yuan in 2024, with expectations to reach 95.8 billion yuan by 2026 [1][8] Product Classification - Sunscreen clothing can be categorized into three types: colorful cotton fabric clothing, sunscreen fabric with added agents, and special materials like reflective silver fabric [2] Industry Status - The sunscreen market in China has rapidly expanded, becoming the second-largest consumer market globally, with a market share of 16.2% by 2024, up from 6.4% in 2008 [6] - The compound annual growth rate (CAGR) for sunscreen products in China over the past five years is 8.8%, significantly higher than Japan and South Korea [6] Competitive Landscape - The sunscreen clothing market is witnessing increased competition, with various brands entering the market, including established brands like Bosi Deng and Decathlon, as well as new entrants focusing on sunscreen products [10] - The market features a mix of established brands and "white label" products, with some white label sunscreen clothing achieving significant sales on e-commerce platforms [10][13] Key Companies - Major players in the sunscreen clothing market include Bosi Deng, Ternua, and other brands that have expanded their product lines to include sunscreen clothing [19][17] - Ternua reported revenues of 15.92 billion yuan in 2024, with a year-on-year growth of 14.44% [17] Development Trends - The market for sunscreen clothing is expected to continue expanding, with a projected CAGR of 13.6% and a shift towards diverse consumer scenarios [21] - Domestic brands are gaining market share, with Bosi Deng's sunscreen clothing sales increasing from 100 million yuan in 2022 to 1 billion yuan in 2024 [22] - Price competition is intensifying, with a focus on high cost-performance ratios, as the mainstream price range for sunscreen clothing shifts to 100-200 yuan [23]

Core Viewpoint - The stock of Jihua Group has experienced significant price fluctuations, with a cumulative deviation of 20% over three consecutive trading days, prompting the company to clarify its business operations and address media speculation regarding its involvement in the brain-computer interface sector [1][2]. Group 1: Stock Trading Anomalies - Jihua Group's stock price increased significantly on June 26, 27, and 30, 2025, with a cumulative price deviation of 20%, which is classified as abnormal trading activity according to Shanghai Stock Exchange regulations [1]. - The company has confirmed that there are no undisclosed significant events that could affect its stock price, following a thorough internal review and verification with its controlling shareholder [2]. Group 2: Business Operations - The company reported that its current business operations are normal, and there have been no significant changes in the internal or external operating environment [2]. - Jihua Group's main business includes the research, production, and sales of workwear, safety shoes, textile dyeing, and protective equipment, with no involvement in the brain-computer interface field as suggested by some media [2]. Group 3: Financial Performance - In the fiscal year, Jihua Group achieved a revenue of approximately 9.89 billion yuan, reflecting a year-on-year decrease of 14.49%, and reported a net loss attributable to shareholders of approximately 4.23 billion yuan, a significant decline compared to the previous year [3].

Company Announcements - Jihua Group's existing product system does not involve brain-computer interface related fields [1] - Prit's plan to invest 1 billion yuan to build a plastic modification materials headquarters and R&D manufacturing base in South China [1][2] - Lian De Equipment won a contract worth 157 million yuan for BOE's 8.6 generation AMOLED production line project [1][2] - Jiadu Technology plans to issue shares (H-shares) overseas and list on the Hong Kong Stock Exchange [1][2] - Longdi Group intends to acquire no more than 20.1667% equity in Jujia Technology [1][4] - New Zhonggang plans to repurchase shares worth 40 million to 80 million yuan [1][4] - Xiaogoods City expects a net profit increase of 12.57% to 17.40% in the first half of the year [1][4] - Sinopec Capital plans to reduce its holdings by no more than 3.5256 million shares in Haizheng Materials through block trading [1][4] - Lihua Co., Ltd. intends to reduce its holdings by no more than 3.00% [1][4] - Zhimin Da plans to raise no more than 213 million yuan through a private placement [1][5] - Xiangtong Co. plans to issue corporate bonds not exceeding 4 billion yuan [1][5] Performance Forecasts - Hanyu Pharmaceutical expects a half-year profit of 142 million to 162 million yuan, turning a profit compared to the previous year [4] - Taotao Automotive anticipates a net profit increase of 70.34% to 97.81% in the first half of the year [4] - Weichai Heavy Machinery expects a net profit increase of 40% to 60% in the first half of the year [4] Shareholding Changes - Lihua Co., Ltd.'s actual controller Cheng Lili and his concerted actors plan to reduce their holdings by no more than 3.00% [4] - He Shi Eye Hospital's Advanced Manufacturing Fund plans to reduce its holdings by no more than 2% [4] - Haitan Ruisheng's shareholder He Lin and his concerted actors plan to reduce their holdings by no more than 2.9463% [4] - Sinopec Capital plans to reduce its holdings by no more than 3.5256 million shares in Haizheng Materials [4] Other Announcements - Zhimin Da plans to raise no more than 213 million yuan through a private placement [5] - Yuyuan Co. plans to issue corporate bonds not exceeding 40 billion yuan [5] - Jinhongshun has terminated the planning of a major asset restructuring [5]

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].

军工板块，掀起涨停潮！ 今日早盘，军工概念股集体大涨，截至中午收盘，国防军工板块整体涨幅超过4%，军贸概念指数更是大涨近 6%，军工信息化指数涨幅也接近5%。成飞集成、中兵红箭、长城军工、际华集团等近20只军工概念股涨停或 涨超10%。 从消息面来看，俄乌战场形势出现升级，俄军日前对乌克兰发动大规模打击。中东局势也非常不稳定，以色列 国防部长卡茨称将定期对伊朗采取行动，美国总统特朗普也威胁称不排除"再次轰炸伊朗"。另外，北约宣布 2035年前将成员国军费开支提至国内生产总值5%。 有券商指出，军工行业依然处于景气大周期，有望实现基本面和行业估值双击。其中，军贸是军工企业打开业 绩天花板的重要发展方向，在俄乌冲突等地缘政治变化影响下，全球军贸供需格局将发生变化。 军工概念股大涨 6月30日，军工概念股再度爆发，截至中午收盘，中光防雷、恒宇信通、博亚精工、晨曦航空、成飞集成、际 华集团、中兵红箭、长城军工、中光学、国睿科技等近20只相关概念股涨停或涨超10%。 自上周以来，A股军工概念股持续上行。有分析人士指出，"9·3阅兵"是此轮军工股行情的主要推动因素之一。 据央视新闻报道，6月24日，国务院新闻办公室举行新 ...

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]