数字货币概念股午后持续拉升，四方精创（300468）、天源迪科（300047）涨超10%，恒宝股份 （002104）、中科金财（002657）、海联金汇（002537）等股涨停。 暗盘资金正涌入这些股票，点击速看>>> ...

Market Overview - As of the midday close, the Shanghai Composite Index rose by 0.15%, while the Shenzhen Component Index and the ChiNext Index fell by 0.16% and 0.33% respectively. Over 3,600 stocks in the market increased, while more than 1,500 stocks declined [1][2]. Sector Performance - The oil and gas, shipping, port, semiconductor, and military industries showed the highest gains, while sectors such as stablecoins, solid-state batteries continued to gain traction. Conversely, computing power, liquor, pharmaceuticals, and IP economy stocks weakened [2]. Capital Flow - Major capital inflows were observed in sectors including electronics, electrical equipment, basic chemicals, computers, machinery, and transportation. In contrast, there were net outflows from telecommunications, food and beverage, biomedicine, public utilities, steel, and building materials [3]. Individual Stock Performance - Notable net inflows were recorded for stocks such as SMIC, Jingfang Technology, and Northern Huachuang, with inflows of 648 million, 638 million, and 628 million respectively. On the other hand, stocks like Zhongji Xuchuang, Hengbao Co., and Cambrian Technologies faced net outflows of 444 million, 262 million, and 192 million respectively [4][5]. Institutional Insights - China Galaxy Securities anticipates a volatile upward trend in the A-share market for the second half of 2025, driven by a new round of supply-side reforms. The ongoing deepening of capital market reforms is expected to provide solid support for a stable foundation in the A-share market. The transformation of emerging industries and institutional innovation are seen as core drivers for market value reconstruction [7]. - Wang Zhangliang, a fund manager at Qianhai Rongyue Asset Management, noted that recent national policies have been unprecedented in their intensity. The acceleration of AI commercialization and the semiconductor industry's upward cycle present dual benefits. Focus is recommended on semiconductor equipment and materials, AI computing infrastructure, trusted computing industries, and humanoid robots [8].

Core Viewpoint - The recent surge in research on stablecoins by brokerage firms indicates a growing interest in the potential for stablecoins to achieve compliant development and expand their applications in the financial sector [1][2][3]. Group 1: Research and Analysis - At least 16 brokerage firms published 24 research reports on stablecoins in the past week, covering various industries such as macroeconomics, computer science, media, finance, and blockchain [3]. - The frequency of roadshows and conference calls focused on stablecoins has increased, with over 30 calls held in the last two weeks, discussing policy interpretations, industry chain analysis, and investment strategies [4]. - Analysts from East Wu Securities emphasize that stablecoins, as a type of cryptocurrency, are linked to specific stable assets to maintain value stability, enhancing payment efficiency and asset liquidity [5]. Group 2: Market Performance - Several A-share stablecoin concept stocks have shown significant price increases since June, with Hengbao Co., Ltd. rising approximately 66%, Chutianlong up 65%, and Sifang Jingchuang increasing about 60% as of June 20 [7]. - Institutions have been actively researching multiple stablecoin concept stocks, focusing on the development prospects of stablecoins and the relevant technologies and application scenarios of listed companies [8]. Group 3: Regulatory Developments - Recent regulatory frameworks in the U.S. and Hong Kong signify a formal acceptance of stablecoins, opening new investment opportunities [12][13]. - The Hong Kong Legislative Council passed the "Stablecoin Ordinance," establishing a licensing system for fiat-backed stablecoin issuers, which is expected to enhance financial stability and promote innovation [12]. - The U.S. Senate passed the "GENIUS Act," creating the first federal regulatory framework for dollar-pegged stablecoins, marking a significant step towards legal oversight of the crypto asset industry [13]. Group 4: Corporate Initiatives - Major internet companies like Alibaba and JD.com are entering the stablecoin space, with Ant International accelerating investments in global financial management and JD.com testing compliant stablecoins in Hong Kong [14][15]. - JD.com's stablecoin is set to be applied in cross-border trade, emphasizing compliance, security, and auditability to meet real payment needs across Asia-Pacific, the Middle East, and Africa [15]. Group 5: Industry Trends - The People's Bank of China has acknowledged the growth of stablecoins and central bank digital currencies, highlighting their potential to streamline cross-border payment processes while posing regulatory challenges [16].

近半年该股累计上榜龙虎榜15次，上榜次日股价平均涨3.85%，上榜后5日平均涨15.90%。 资金流向方面，今日该股主力资金净流出2118.50万元，其中，特大单净流出748.01万元，大单资金净流 出1370.49万元。近5日主力资金净流入6150.81万元。（数据宝） 恒宝股份6月20日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信证券股份有限公司浙江分公司 | 8267.24 | 9006.44 | | 买二 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 | 7248.01 | 4631.88 | | | 部 | | | | 买三 | 深股通专用 | 5013.10 | 11445.65 | | 买四 | 机构专用 | 4029.83 | 4437.77 | | 买五 | 东方财富证券股份有限公司昌都两江大道证券营业部 | 4007.05 | 2489.07 | | 卖一 | 深股通专用 | 5013.10 | 11445.65 | | 卖二 | 中信证 ...

恒宝股份今日上涨5.91%，全天换手率48.13%，成交额45.02亿元，振幅11.59%。龙虎榜数据显示，机构 净卖出1073.56万元，深股通净卖出1053.16万元，营业部席位合计净卖出2236.56万元。 深交所公开信息显示，当日该股因日换手率达48.13%上榜，机构专用席位净卖出1073.56万元，深股通 净卖出1053.16万元。 恒宝股份6月18日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 8363.49 | 9416.65 | | 买二 | 中信证券股份有限公司浙江分公司 | 8016.39 | 10026.01 | | 买三 | 东方财富证券股份有限公司拉萨东环路第二证券营业 部 | 5329.51 | 4348.47 | | 买四 | 东方财富证券股份有限公司昌都两江大道证券营业部 | 4270.82 | 3003.84 | | 买五 | 国信证券股份有限公司浙江互联网分公司 | 4096.38 | 2333.07 | | 卖一 | 中信证券股份有限公司浙江 ...

Group 1: Stock Performance and Risks - Huayang New Materials (600281.SH) has experienced significant stock price fluctuations, with a cumulative increase that deviates from the industry average, indicating potential irrational speculation risks [1] - The company clarified that its main business does not involve rare earth permanent magnets, focusing instead on precious metal recovery and processing, which is facing rising raw material costs due to increasing precious metal prices [1] - Jinniu Chemical (600722.SH) reported that its methanol sales prices have not changed significantly despite a 20% increase in stock price over three trading days, indicating stable market conditions [4] Group 2: New Product Developments - Guoxin Technology (688262.SH) successfully tested its new quantum-resistant password card, CCUPHPQ01, and has sent samples to multiple clients for application development [2] - Rongchang Biopharmaceutical (688331.SH) received orphan drug designation from the EU for its product Tai Itasip, which is the first dual-target fusion protein drug for treating myasthenia gravis, providing policy support for its development in the EU [8] Group 3: Corporate Actions and Financial Updates - Lakala (300773.SZ) is in discussions regarding its H-share listing, which faces significant uncertainty in approval and regulatory processes [3] - Dematech (688360.SH) entered a strategic cooperation agreement with Shanghai Zhiyuan New Technology to explore innovative applications of embodied intelligent robots in logistics [9] - Yashi Chuangneng (603378.SH) announced a potential forced reduction of 3% of its shares due to a margin call affecting its major shareholder [10] - Siwei Technology (688213.SH) reported a decrease in the shareholding ratio of its major shareholder, the National Integrated Circuit Industry Investment Fund II, from 7.35% to 6.99% [11] - Jingyi Equipment expects a revenue increase of 36.54% to 42.48% year-on-year for the first half of 2025, projecting revenue between 690 million to 720 million yuan [12]

6月17日，市场跌多涨少，2921只个股下跌，2250只个股上涨，61只个股涨停，9只个股跌停，热点聚焦农药、稳定币、固态电池、脑机接口等 板块。 | 代码 名称 | | 几天几板 涨停分析 | 价格 | 涨幅% 换手率 | 成交额 首次涨停时间 | | | --- | --- | --- | --- | --- | --- | --- | | 1 600281 华阳新材 | | 5天4板 贵金属回收+稀土永磁+一李 8.45 | | +10.03% 33.58% | 13.93亿 | 14:23:25 | | 2 | 002017 东信和平 | 4天3板 数字货币+量子科技+低空经 14.60 | | +10.02% 28.36% | 23.60 Z | 09:31:33 | | 002015 办鑫能科 | 3 | 3连板 蚂蚁金服概念+光伏RWA+虚 11.78 | | +9.99% 0.72% | 1.37 7. | 09:25:00 | | 600722 金牛化工 | ষ | 3连板 甲醇+煤化工+一李报增长+E 6.97 | | +9.94% 14.68% | 6.93 乙 | 09:25:01 | ...

证券代码：002104 证券简称：恒宝股份 公告编号：2025-027 2、近期公共传媒未报道可能或已经对本公司股票交易价格产生较大影响的 未公开重大信息。 3、近期公司经营情况及内外部经营环境未发生重大变化。 恒宝股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假 记载、误导性陈述或者重大遗漏。 一、股票交易异常波动的情况介绍 恒宝股份有限公司（以下简称"公司"或"本公司"，证券简称：恒宝股份， 证券代码：002104）股票在连续2个交易日内（2025年6月16日和2025年6月17日） 日收盘价格涨幅偏离值累计超过20%，根据《深圳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。 二、公司关注及核实情况的说明 针对公司股票交易异常波动，公司董事会对公司、控股股东及实际控制人就 相关事项进行了核实，现就有关情况说明如下： 1、经核查，公司前期披露的信息不存在需要更正、补充之处。 3、公司郑重提醒广大投资者：《证券时报》、《中国证券报》、《上海证 券报》和巨潮资讯网（http://www.cninfo.com.cn）为公司选定的信息披露媒体， 公 ...

智通财经6月17日电，恒宝股份(002104.SZ)公告称，公司股票在连续2个交易日内收盘价格涨幅偏离值 累计超过20%，属于股票交易异常波动情况。经核实，公司前期披露的信息不存在需要更正、补充之 处，近期公司经营情况及内外部经营环境未发生重大变化。公司、控股股东和实际控制人不存在关于公 司的应披露而未披露的重大事项。 2连板恒宝股份：近期公司经营情况及内外部经营环境未发生重大变化 ...

恒宝股份（002104）今日涨停，成交额32.20亿元，换手率38.07%，盘后龙虎榜数据显示，深股通专用 席位买入4713.81万元并卖出1.51亿元，一机构专用席位净买入3697.22万元。 "聪明钱"流向曝光！暗盘资金破解主力操盘密码>> ...