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]

Market Overview - On June 27, the Shanghai Composite Index fell by 0.7%, while the Shenzhen Component Index rose by 0.34% and the ChiNext Index increased by 0.47% [1] - A total of 52 stocks appeared on the daily trading list, with the highest net inflow of funds into Dawi Technology (600589.SH) amounting to 264 million yuan [1][4] Stock Performance - Dawi Technology saw a closing price increase of 6.61% with a turnover rate of 28.45%, and it accounted for 7.84% of the total trading volume [1][2] - The stock with the highest net outflow was Zhongfu Industrial (600595.SH), which experienced a net sell-off of 154 million yuan, representing 15.54% of its total trading volume, despite a closing price increase of 10.05% [4][6] Institutional Activity - Among the 27 stocks on the trading list, institutions were net buyers of 17 stocks and net sellers of 10 stocks, with a total net selling amount of 1.274 billion yuan [6][12] - The stock with the highest institutional net buying was Heertai (002402.SZ), which closed up by 10% and had a turnover rate of 13.07% [7] Northbound Capital - On June 27, northbound capital participated in 14 stocks, with a total net inflow of 915 million yuan [10] - The stock with the highest net inflow from northbound capital was Xiaoshangpin City (600415.SH), with a net purchase of 806 million yuan, accounting for 16.12% of its total trading volume [10][12] Summary of Key Stocks - The stocks that saw both institutional and northbound capital net buying included Hengbao Co., Maiwei Bio, Heertai, and Jinlongyu [12][14] - Conversely, stocks like Zhuyegroup and Zhongfu Industrial were net sold by both institutions and northbound capital [12][14]

中京电子6月27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 | 国泰海通证券股份有限公司宜昌沿江大道证券营业部 | 4701.18 | 1744.31 | | 买二 | 机构专用 | 4539.91 | 335.14 | | 买三 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 | 4183.46 | 6069.60 | | | 部 | | | | 买四 | 深股通专用 | 3922.59 | 4355.45 | | 买五 | 联储证券股份有限公司上海松林路证券营业部 | 3593.93 | 1140.42 | | 卖一 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 | 4183.46 | 6069.60 | | | 部 | | | | 卖二 | 深股通专用 | 3922.59 | 4355.45 | | --- | --- | --- | --- | | 卖三 | 国泰海通证券股份有限公司南京太平南路证券营业部 | 28.46 | 3793.00 | | ...

据悉，海外市场英伟达股价再创新高，总市值达到3.77万亿美元，重新成为全球市值最高公司。这一消 息对国内算力产业链相关上市公司形成积极带动效应。 6月27日上午交易时段，A股市场呈现分化格局。沪深两市半日成交额达9913亿元，较前一交易日增加 138亿元。个股表现活跃，全市场超3600只股票实现上涨。 算力硬件板块再次成为市场焦点，相关概念股集体走强。中京电子成功封涨停板，胜宏科技、新易盛等 龙头股票续创历史新高。CPO、铜缆高速连接等细分领域表现尤为突出，联特科技涨幅超过10%，光库 科技、源杰科技、兆龙互连等多只个股涨幅超过5%。 与此同时，有色金属概念股展开反弹行情。电工合金触及20CM涨停，北方铜业等多只个股涨停。中孚 实业、金诚信涨幅均超过5%，株冶集团、洛阳钼业、江西铜业等传统有色金属龙头股票跟涨。 大金融板块一度冲高，天风证券成功涨停。证券、多元金融等子板块表现活跃，为市场提供重要支撑。 调整方面，银行股出现明显回调。中国银行等多只银行股跌幅超过2%，对指数形成一定拖累。油气、 港口等板块同样承压下行。 板块轮动特征明显，有色金属、铜缆高速连接、CPO、多元金融等板块涨幅居前。油气、银行、保险、 ...

Market Overview - A-shares showed mixed performance on June 27, with the Shanghai Composite Index down 0.21%, while the Shenzhen Component Index rose 0.85% and the ChiNext Index increased by 1.16% [1] Influential News - Tianfeng International Securities, a subsidiary of Tianfeng Securities, has upgraded its trading license to provide virtual asset trading services, which may reshape the non-bank financial industry [2][4] - The expectation for a Federal Reserve interest rate cut has increased, driven by pressure from President Trump on Chairman Powell [3] - Copper prices have been rising, with Goldman Sachs predicting a peak of approximately $10,050 per ton in August due to tightening supply outside the U.S. [3][5] Hot Sectors 1. **Brokerage Sector** - The brokerage stocks were active, with Tianfeng Securities hitting the daily limit, and other financial and stablecoin concept stocks also rising [4] - The regulatory approval for virtual assets is expected to activate the entire non-bank financial industry chain [4] 2. **Non-ferrous Metals** - Non-ferrous metal stocks surged, with several stocks including Northern Copper and Huayang New Materials hitting the daily limit [5] - The rise in copper prices is attributed to a significant squeeze in the London Metal Exchange (LME) due to reduced inventories and resilient economic activity in China [5] 3. **Xiaomi Automotive Sector** - The Xiaomi automotive sector gained momentum, with stocks like Kaizhong Co. hitting the daily limit following the launch of Xiaomi's first SUV, the Xiaomi YU7, which received nearly 290,000 pre-orders in one hour [6] - The strong order performance indicates market acceptance of high-quality products [6] 4. **Water Conservancy Sector** - The water conservancy construction sector saw gains, with stocks like Hanjian Heishan and Chengbang Co. hitting the daily limit [7][8] - Government initiatives to enhance water safety and infrastructure investment are expected to support growth in this sector [8] Institutional Insights 1. **Shenwan Hongyuan** - The firm anticipates a short-term need for market consolidation but does not expect significant declines, focusing on technology and defensive assets [9] 2. **Orient Securities** - The firm emphasizes the importance of maintaining market stability and expects July's earnings reports to significantly influence stock performance [10] 3. **Everbright Securities** - The firm notes that after consecutive market gains, a lack of new catalysts may lead to a period of index fluctuations and sector rotation [11]

中京电子再度涨停，7个交易日内录得5个涨停，累计涨幅为60.07%，累计换手率为185.77%。截至 9:53，该股今日成交量1.34亿股，成交金额16.88亿元，换手率23.12%。最新A股总市值达80.31亿元，A 股流通市值76.24亿元。 4月29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7.43亿元，同比增长12.19%，实现 净利润676.06万元，同比增长113.93%。（数据宝） 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） | | --- | --- | --- | --- | | 2025.06.25 | -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 | ...

一、股票交易异常波动的情况介绍 公司股票连续3个交易日（2025年6月20日、6月23日、6月24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。 二、公司关注并核实的相关情况 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 重要内容提示： 1、惠州中京电子科技股份有限公司（以下简称"公司"）股票连续3个交易日（2025年6月20日、6月23 日、6月24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。 2、公司股票价格近期涨幅较大，自2025年6月18日至6月24日期间，公司股票价格在5个交易日累计涨幅 达到54.46%，累计换手率达到122.49%，上述指标均远高于行业同期平均水平。公司郑重提醒广大投资 者注意投资风险，理性决策、审慎投资。 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息。 1、经自查 ...

5天4板中京电子：公司不存在违反信息公平披露的情形 智通财经6月24日电，中京电子(002579.SZ)公告称，公司股票连续3个交易日收盘价格涨幅偏离值累计 超过20%，属于股票交易异常波动。公司自查后确认，前期披露的信息不存在需要更正、补充之处，未 发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息，公司近期生 产经营情况正常，内外部经营环境未发生重大变化，不存在违反信息公平披露的情形。公司、控股股东 和实际控制人目前暂无关于本公司应披露而未披露的重大事项或处于筹划阶段的其他重大事项。股票异 常波动期间公司控股股东、实际控制人未买卖公司股票。公司提醒广大投资者注意投资风险，理性决 策、审慎投资。 ...

重要内容提示： 证券代码：002579 证券简称：中京电子 公告编号：2025－037 惠州中京电子科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 1、惠州中京电子科技股份有限公司（以下简称"公司"）股票连续 3 个交 易日（2025 年 6 月 20 日、6 月 23 日、6 月 24 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。 2、公司股票价格近期涨幅较大，自 2025 年 6 月 18 日至 6 月 24 日期间，公 司股票价格在 5 个交易日累计涨幅达到 54.46%，累计换手率达到 122.49%，上述 指标均远高于行业同期平均水平。公司郑重提醒广大投资者注意投资风险，理性 决策、审慎投资。 一、股票交易异常波动的情况介绍 公司股票连续 3 个交易日（2025 年 6 月 20 日、6 月 23 日、6 月 24 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。 二、公司关注并核实 ...

Group 1 - The humanoid robot concept stocks are experiencing significant gains, with Hangzhou Chihai (601177) hitting the daily limit up [1] - Jiangsu Leili (300660) has increased by over 10%, while Siling Co. (301550) and Wanda Bearings have risen by over 9% [1] - Hanwei Technology (300007) and Zhongjing Electronics (002579) are also seeing upward movement in their stock prices [1] Group 2 - There is a notable influx of dark pool funds into these stocks, indicating increased investor interest [1]