Group 1 - The AI PC concept sector rose by 2.85%, ranking 6th among concept sectors, with 33 stocks increasing in value, including stocks like Bomin Electronics, Zhongjing Electronics, and Pengding Holdings reaching their daily limit [1] - Leading gainers in the AI PC sector included Huqin Technology, Aoshikang, and Lingyi Zhi Zao, with increases of 8.55%, 7.62%, and 6.75% respectively [1] - The sector saw a net inflow of 1.708 billion yuan from main funds, with 20 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top net inflow stock was Lingyi Zhi Zao, with a net inflow of 367 million yuan, followed by Pengding Holdings and Bomin Electronics, each with a net inflow of 268 million yuan [2] - In terms of net inflow ratios, Bomin Electronics, Lingyi Zhi Zao, and Changying Precision led with rates of 26.38%, 13.19%, and 11.78% respectively [3] - The AI PC concept sector's performance was supported by significant trading volumes, with stocks like Lingyi Zhi Zao and Bomin Electronics showing high turnover rates of 4.42% and 15.60% respectively [3]

Group 1 - The AI mobile concept sector rose by 2.92%, ranking fourth among concept sectors, with 21 stocks increasing in value, including Zhongjing Electronics and Pengding Holdings hitting the daily limit [1][2] - Notable gainers in the sector included Bolite, Shenghong Technology, and Crystal Optoelectronics, which increased by 17.05%, 6.02%, and 4.98% respectively [1][2] - The sector experienced a net inflow of 1.335 billion yuan from main funds, with 17 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2][3] Group 2 - The top net inflow stocks included Pengding Holdings with 268 million yuan, followed by ZTE, Zhongjing Electronics, and Changying Precision with net inflows of 256 million yuan, 228 million yuan, and 218 million yuan respectively [2][3] - The net inflow ratios for leading stocks were 11.78% for Changying Precision, 10.34% for Bolite, and 10.23% for Pengding Holdings [3][4] - Stocks that experienced declines included Lichip Micro, Siquan New Materials, and Tianyin Holdings, which fell by 1.36%, 1.33%, and 0.29% respectively [1][4]

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

Core Viewpoint - The short-term sentiment in the market has improved, with a significant number of stocks reaching their upper limit, indicating a potential recovery in investor confidence [1] Group 1: Market Performance - A total of 61 stocks hit the daily limit, with 14 stocks classified as consecutive limit-up stocks, and 5 of these achieved three consecutive limit-ups or more [1] - The upgrade rate for consecutive limit-up stocks was 41.67%, excluding ST and delisted stocks [1] - Over 3,200 stocks in the market experienced an increase, reflecting a broad-based rally [1] Group 2: Notable Stocks - Chengbang Co. achieved a limit-up, marking its sixth consecutive limit-up [1] - Dazhongnan showcased a "ground-to-sky" performance with 8 limit-ups in 6 days [1] - Haoshanghao reached a historical high with 5 limit-ups over 7 days [1] Group 3: Sector Performance - The innovative drug sector led the market gains, with notable performances from companies like Innovent Biologics, which saw a rise of over 9% in Hong Kong [1] - In the A-share market, Selin Medical achieved three consecutive limit-ups, while Chengyi Pharmaceutical and Weiming Pharmaceutical recorded two and three limit-ups, respectively [1] - The PCB sector also showed strength, with Shenghong Technology increasing over 6%, surpassing a market capitalization of 120 billion, and Pengding Holdings hitting the limit-up [1]

Market Overview - A-shares experienced a rebound on July 3, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index gaining 1.9% [2] - A total of 3,271 stocks rose, with 66 hitting the daily limit up, while 1,866 stocks declined [3][4] - The total trading volume reached 13,335.06 billion, with a total of 108,789.9 million shares traded [4] Sector Performance - Computing hardware stocks surged again, with PCB and related sectors leading the gains. Notable stocks included Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji, all hitting the daily limit up [5] - Innovative drug concept stocks continued their strong performance, with companies like Weiming Pharmaceutical and Shenzhou Cell also reaching the daily limit up [7] - The solid-state battery sector saw a midday rally, with stocks such as Dadongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit up [9] Notable Stock Movements - Key stocks in the computing hardware sector included: - Yihua New Materials: +20.00% at 32.64 - Zhongyi Technology: +19.99% at 23.89 - Bomin Electronics: +10.04% at 10.41 [6] - In the innovative drug sector, significant gainers included: - Guangshengtang: +20.00% at 42.78 - Shenzhou Cell: +19.99% at 73.34 - Weiming Pharmaceutical: +10.03% at 10.86 [8] - Solid-state battery stocks also saw notable increases, with Zhongyi Technology at +19.99% and Hongtian Co. at +10.02% [10] Downward Trends - The marine economy sector faced adjustments, with Kelaite dropping over 10% [11] U.S.-China Trade Developments - The Trump administration canceled recent export licensing requirements for chip design software sales to China, a move aligned with a trade agreement aimed at easing key technology restrictions [12] - Major EDA (Electronic Design Automation) companies, including Synopsys, Cadence Design Systems, and Siemens, are expected to benefit from this change, as they previously required government approval to operate in China [12][13] - The EDA market, while only $11.5 billion, plays a crucial role in the $440 billion global semiconductor industry, with the top three companies controlling 74% of the market [13]

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.02 | 3.65 | 32.54 | 4657.40 | | 2025.07.01 | -9.70 | 39.03 | -29785.47 | | 2025.06.30 | 10.02 | 39.11 | -4818.75 | | 2025.06.27 | 9.98 | 47.36 | 19031.46 | | 2025.06.26 | 5.03 | 46.84 | 42389.42 | | 2025.06.25 | -5.77 | 40.16 | -42777.61 | | 2025.06.24 | 10.00 | 41.52 | 44369.03 | | 2025.06.23 | 5.50 | 41.28 | -30349.20 | | 2025.06.20 | 9.99 | 25.88 | -11590.87 | | 2025.06.19 | 9.99 | 2.63 | 11376.51 | | 2025.06.18 | 10.01 | 11.18 ...

Core Viewpoint - The A-share market is experiencing a significant rise in the 6G concept stocks, with notable gains from several companies, indicating growing investor interest in the 6G technology sector [1] Company Summaries - Guomai Technology has reached the daily limit increase in stock price, reflecting strong market confidence and interest in its potential within the 6G sector [1] - Other companies such as Chuangyuanxin, China Satellite Communications, Zhongjing Electronics, Aoshikang, Benchuan Intelligent, and Shenglu Communication have also seen their stock prices rise, suggesting a broader trend of optimism in the 6G technology market [1]

Group 1 - The A-share PCB concept stocks experienced a surge, with Jin'an Guoji hitting the daily limit, indicating strong market interest [1] - Pengding Holdings rose over 7%, reflecting positive investor sentiment towards the PCB sector [1] - Other companies such as Zhongjing Electronics, Shennan Circuit, Yihua New Materials, and Guanghe Technology also saw increases, suggesting a broader rally in the industry [1]

Group 1 - PCB concept stocks experienced a surge, with Jin'an Guoji (002636) hitting the daily limit up [1] - Pengding Holdings (002938) rose over 7%, indicating strong market interest [1] - Other companies such as Zhongjing Electronics (002579), Shennan Circuit (002916), Yihau New Materials (301176), and Guanghe Technology (001389) also saw increases in their stock prices [1]

| 惠州中京电子科技股份有限公司 权益变动报告书 | | | | --- | --- | --- | | 惠州中京电子科技股份有限公司 | | | | 惠州中京电子科技股份有限公司 | 上市公司名称： | | | 深圳证券交易所 | 股票上市地点： | | | 中京电子 | | 股票简称： | | 002579 | | 股票代码： | | 信息披露义务人 | | | | 深圳市润远私募证券基金管理有限责任公司-润远鑫价 | | 名称： | | 广东省深圳市南山区前海深港合作区前湾一路鲤鱼街 | | 注册地址： | | 一号前海深港合作区管理局综合办公楼 栋 室 | | | | 15 | | | | 楼 | | | | 权益变动报告书签署日期：2025 年 7 月 1 日 | | | | 惠州中京电子科技股份有限公司 权益变动报告书 | | | | 号——权益变动 | | | | 面披露信息披露义务人在中京电子中拥有权益的股份变动情况；截至本报告书签 | | | | 署之日，除本报告书披露的信息外，上述信息披露义务人没有通过任何其他方式 | | | | 增加或减少其在中京电子中拥有权益的股份。 | | | | ...