智通财经6月9日电，南华期货(603093.SH)发布异动公告，公司发行H股股票并在香港联交所主板挂牌上 市尚需取得中国证监会、香港证监会和香港联交所等相关政府机关、监管机构、证券交易所的批准、核 准或备案，该事项仍存在不确定性。 5天4板南华期货：发行H股股票并在香港联交所主板挂牌上市事项仍存在不确定性 ...

Market Overview - A-shares experienced a strong upward movement on June 9, with the Shanghai Composite Index briefly returning to 3400 points, and nearly 3700 stocks in the green. The half-day trading volume reached 823 billion, an increase of 764 billion compared to the previous trading day [1] Factors Influencing Market Strength - The strengthening of indices is attributed to three main factors: 1. Central Huijin becoming the actual controller of eight companies including Xinda Securities, which is expected to drive a new round of mergers and acquisitions in the securities industry [2][5] 2. The Shanghai Stock Exchange held a meeting encouraging listed companies to increase dividend payouts, thereby enhancing investment value [3] 3. The Ministry of Commerce stated that the export control of rare earths aligns with international practices, having approved a certain number of compliant applications [4] Sector Performance - **Brokerage Sector**: The "bull market leader" brokerage stocks surged, with Xinda Securities hitting the daily limit. Other stocks like Yong'an Futures and Nanhua Futures also reached their daily limits, driven by the announcement of Central Huijin's control over several securities firms [5] - **Pharmaceutical Sector**: The innovative drug and CRO sectors saw significant gains, with multiple stocks such as Zhongseng Pharmaceutical and Ruizhi Pharmaceutical hitting their daily limits. Analysts predict a sustained recovery in the pharmaceutical market, highlighting structural opportunities [6] - **Rare Earth Permanent Magnet Sector**: This sector has shown repeated strength, with stocks like Zhongke Magnetic Materials reaching a 20% limit up. The Ministry of Commerce's comments on export controls have positively influenced this sector [7] - **Solid-State Battery Sector**: Stocks in this sector, including Yinglian Co. and Dexin Technology, also saw gains, with predictions of significant production increases by 2030 [8] Institutional Insights - **CITIC Securities**: The firm suggests that the upcoming bull market entry point may occur in late Q3 to Q4, but a transitional phase of 3-4 months is expected. They emphasize the need for more concrete measures to boost domestic demand and caution against macroeconomic uncertainties [10] - **CITIC Construction Investment**: They highlight June as a critical period for dividend releases, recommending tracking fund flows and industry conditions to identify high-dividend stock opportunities [11] - **Orient Securities**: They believe that despite external negative factors, internal support is strong, suggesting limited downside for stock indices and recommending patience for opportunities in sectors like technology and strategic metals [12]

南华期货再度涨停，5个交易日内录得4个涨停，累计涨幅为58.03%，累计换手率为34.63%。截至9:46， 该股今日成交量3589.45万股，成交金额6.82亿元，换手率5.88%。最新A股总市值达125.43亿元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.06 | 7.97 | 12.99 | 1448.39 | | 2025.06.05 | 9.97 | 7.26 | 14848.32 | | 2025.06.04 | 9.99 | 5.28 | 5505.69 | | 2025.06.03 | 9.99 | 3.21 | 6494.55 | | 2025.05.30 | 5.17 | 3.40 | 990.27 | | 2025.05.29 | 1.56 | 1.18 | 970.59 | | 2025.05.28 | -0.33 | 0.43 | -105.84 | | 2025.05.27 | -0.57 | 0.61 | -376.73 | | 2025.05.26 | ...

Group 1 - The China Securities Regulatory Commission (CSRC) has requested Nanhua Futures (603093.SH) to provide supplementary explanations regarding its overseas business operations and compliance status, as well as the regulatory procedures for using the raised funds to supplement the capital of its overseas subsidiaries [1][2] - Nanhua Futures has submitted its application to the Hong Kong Stock Exchange for a main board listing, with CITIC Securities acting as its sole sponsor [1] - According to a report by Frost & Sullivan, Nanhua Futures ranks 8th among all futures companies in China by total revenue in 2023, and it ranks 1st among all non-financial institution-related futures companies [2] Group 2 - The CSRC has asked for clarification on whether the company's and its subsidiaries' business scope involves areas covered by the "Negative List of Foreign Investment Access (2024 Edition)" and whether they comply with foreign investment access policies before and after the listing [2] - The company is focused on providing comprehensive and customized derivatives and risk management services to industrial clients, financial institutions, and individual investors, while also aiming to offer diversified wealth management services to both domestic and overseas investors [2] - Nanhua Futures ranks 1st among all futures companies in China in terms of overseas revenue for 2023 [2]

Group 1: Major Asset Restructuring - Haitai Development plans to acquire controlling stake in Zhixueyun (Beijing) Technology Co., Ltd. through cash payment, with transaction price and acquisition ratio to be further negotiated [1] - This transaction is expected to constitute a major asset restructuring upon completion, with Zhixueyun becoming a subsidiary of Haitai Development [1] Group 2: Share Acquisition - Maipu Medical has approved a plan to purchase 100% equity of Yijie Medical through a combination of issuing shares and cash payment, involving 10 transaction parties [2] Group 3: Shareholding Reduction - Wenta Technology's major shareholder, Wuxi Guolian, plans to reduce its stake by up to 3%, amounting to a maximum of 37.34 million shares [3] - Jingjin Electric's shareholders plan to collectively reduce their holdings by up to 3.25%, with specific reductions from various shareholders totaling 1.25 million shares [4] - Kaiwei Technology's major shareholder, Ganhua Science and Technology, intends to reduce its stake by up to 3% through both centralized bidding and block trading [5] Group 4: Stock Price Fluctuations - Nanhua Futures reported a 20% cumulative deviation in stock price over three trading days, confirming that there have been no significant changes in its business operations [7] - Yuyin Co. also experienced a 20% cumulative deviation in stock price, with no undisclosed significant matters affecting its operations [8] Group 5: Insider Trading Investigation - Yaqi International's supervisor, Peng Zhiyun, is under investigation for suspected insider trading, which is unrelated to the company's daily operations [6]

南华原木产业风险管理日报 2025年6月5日 宋霁鹏（投资咨询证号：Z0016598 ） 投资咨询业务资格：证监许可【2011】1290号 原木价格区间预测 | | 价格区间预测（月度） | 当前波动率（20日滚动） | 当前波动率历史百分位（3年） | | --- | --- | --- | --- | | 原木 | 740-800 | 16.28% | 67.4% | source： 南华研究 原木套保策略表 | 行为导 | 情景分析 | 现货敞 | 策略推荐 | 套保工具 | 买卖方向 | 套保比例（%） | 建议入场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 向 | | 口 | | | | | 区间 | | 库存管 | 原木进口量偏高库存 | | 为了防止存货叠加损失，可以根据企 业的库存情况，做空原木期货来锁定 | lg2507 | 卖出 | 25% | 800-785 | | | | | 利润，弥补企业的生产成本 | | | | | | 理 | 高位，担心价格下跌 | 多 | 买入看跌期权防止价格大跌，同时卖 | lg2507P77 ...

日报 . 烧碱产业风险管理日报 2025/06/05 寿佳露（投资咨询证号：Z0020569） 投资咨询业务资格：证监许可【2011】1290号 烧碱价格区间预测 | | 价格区间预测（月度） | 当前波动率（20日滚动） | 当前波动率历史百分位（3年） | | --- | --- | --- | --- | | 烧碱 | 2300-2600 | 26.71% | 67.0% | source： 南华研究,同花顺 烧碱风险管理策略建议 | 行为导 | 情景分析 | 现货敞 | 策略推荐 | 套保工具 买卖方 | | 套保比例 | 建议入场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 向 | | 口 | | | 向 | （%） | 区间 | | 库存管 | 产成品库存偏高，担心烧碱价格下 | 多 | 为了防止存货跌价损失，可以根据企业的库存情况，做空烧碱期货来锁定利 润，弥补企业的生产成本 | SH2509 | 卖出 | 50% | 2600-265 0 | | 理 | 跌 | | 卖出看涨期权收取权利金降低成本，若烧碱上涨还可以锁定现货卖出价格 ...

公司股票价格短期涨幅较大，但公司基本面未发生重大变化，可能存在短期 涨幅较大后的下跌风险，敬请广大投资者注意二级市场交易风险，理性决策，审 慎投资。 三、媒体报道、市场传闻情况 证券代码：603093 证券简称：南华期货 公告编号：2025-034 南华期货股份有限公司股票交易风险提示公告 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个别及连带责任。 南华期货股份有限公司（以下简称"公司"）股票于 2025 年 5 月 30 日至 2025 年 6 月 4 日连续三个交易日内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》的相关规定，属于股票交易异常波动情形,公司已于 2025 年 6 月 5 日披露了《南华期货股份有限公司股票交易异常波动公告》（详见公司 2025-033 号公告）。2025 年 6 月 5 日,公司股票再次以涨停价收盘。鉴于短期内 公司股票价格涨幅较大，公司现对有关事项和风险说明如下，敬请广大投资者审 慎决策，注意二级市场交易风险。 一、公司经营情况未发生重大变化 经公司自查，公司目前日常经营 ...

近日该股表现 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，沪股通累计净卖出145.73万元，营业部席位合计净买入477.43万元。 4月22日公司发布的一季报数据显示，一季度公司共实现营业总收入5.34亿元，同比下降46.20%，实现 净利润0.86亿元，同比增长0.13%。（数据宝） | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.04 | 9.99 | 5.28 | 5505.69 | | 2025.06.03 | 9.99 | 3.21 | 6494.55 | | 2025.05.30 | 5.17 | 3.40 | 990.27 | | 2025.05.29 | 1.56 | 1.18 | 970.59 | | 2025.05.28 | -0.33 | 0.43 | -105.84 | | 2025.05.27 | -0.57 | 0.61 | -376.73 | | 2025.05.26 | 0.90 | 0.51 | -308.81 | | ...

南华商品指数：黑色板块领涨，农产品板块领跌 2025-06-05 08:55:52 王怡琳 > 南华期货 股票代码 603093 南华商品指数日报 2025年6月4日 | | | | 南华商品指数市场数据 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 指数名称 | 今收盘 | 昨收费 | 点数 | 日時 | 年化收益率 | 年化波动室 | Sharpe | | | Today Close | Pre. Close | Points | ଚିତ୍ର | ABB | An. Vol | Batio | | 综合指数 NHCl | 2382.69 | 2361.76 | 20.93 | 0.89% | -14.10% | 14.05% | -1.00 | | 贵金属指数 NHPMI | 1221.32 | 1221.55 | -0.23 | -0.02% | 20.19% | 18.72% | 1.08 | | 工业品管数 NHII | 3439.76 | 3385.02 | 54.74 | 1.62% | -20.17% | 15.80 ...