Group 1: 6G Technology - Beijing has released its first special policy for the 6G industry, aiming to promote the development of 6G technology through supportive measures and collaboration between academia and industry [1] - The 6G industry is expected to enter a commercial phase after 2029, with significant transformations anticipated in sectors such as education, entertainment, and manufacturing [1] Group 2: Superconductors - The State-owned Assets Supervision and Administration Commission emphasizes the need to enhance the security of important metal mineral resources and accelerate the development of new production capabilities, particularly in superconducting materials [2] - The demand for superconducting materials in nuclear fusion devices is expected to increase, potentially driving down costs and expanding application areas [2] Group 3: AI in Healthcare - Beijing has launched an action plan to integrate AI with healthcare, aiming to establish itself as a leading innovation hub in this field by 2027 [3] - The AI healthcare sector is anticipated to accelerate, addressing limitations in human resources and enhancing precision and efficiency in medical services [3] Group 4: Brain-Computer Interface - Sichuan has introduced a plan to foster the development of brain science and brain-computer interface technologies, focusing on original technology breakthroughs and clinical applications [4] - This initiative is expected to invigorate the emerging industry landscape in Sichuan, creating new opportunities for future industrial development [4] Group 5: Cell Therapy - A team at Huazhong University of Science and Technology has successfully treated multiple myeloma using an in-body CAR-T therapy, which simplifies the process and reduces costs compared to traditional methods [5] - The global cell therapy market is projected to reach hundreds of billions of dollars as various cell treatment technologies gain traction [5] Group 6: Data Elements - The National Data Bureau has introduced measures to enhance the efficiency of data circulation and transactions, including a standardized contract template [6] - The data circulation market is expected to grow significantly, with projections of reaching 200 billion yuan by 2025 and 700 billion yuan by 2030 [6] Group 7: Cross-Border Payments - The People's Bank of China has released a draft for the rules governing the Cross-Border Interbank Payment System (CIPS), aiming to streamline operations and enhance efficiency [7] - CIPS is crucial for the internationalization of the renminbi, with significant growth in cross-border payment volumes anticipated [7] Group 8: Solid-State Batteries - Chery is accelerating its development of solid-state batteries, with plans to expand its research team and focus on various materials [8] - Solid-state batteries are expected to see widespread application by 2030, driven by their high energy density and safety advantages [8]

证券代码：002987 证券简称：京北方 公告编号：2025-031 京北方信息技术股份有限公司（以下简称"公司"）股票（证券简称：京北 方，证券代码：002987）连续三个交易日内（2025 年 7 月 2 日、2025 年 7 月 3 日，2025 年 7 月 4 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》的相关规定，属于股票交易异常波动的情形。 京北方信息技术股份有限公司 股票交易异常波动公告 二、公司关注并核实情况的说明 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 针对公司股票交易异常波动，公司对相关事项进行了核实，现就有关情况说 明如下： 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传媒报道了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、公司近期经营情况正常，内外部经营环境未发生重大变化； 4、公司、控股股东及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，或处于筹划阶段的重大事项； 5、股票异常波动期间，公司控股股东、实际控制 ...

京北方：2025年半年度财务数据正在核算中 智通财经7月6日电，京北方(002987.SZ)发布异动公告，公司拟于2025年8月18日披露2025年半年度报 告，目前公司2025年半年度财务数据正在核算中，如经公司财务部门初步核算半年度业绩达到《深圳证 券交易所股票上市规则》规定需披露业绩预告的情形，公司将依法履行信息披露义务。公司2025年半年 度业绩信息未对外提供。 ...

Market Overview - On July 4, A-shares showed mixed performance with the three major indices fluctuating. The total trading volume reached 1.45 trillion yuan, an increase of 121 billion yuan compared to the previous trading day, with over 4,100 stocks declining [1] - Market focus was on stablecoins, digital currencies, and cross-border payment sectors, while banking and gaming sectors strengthened. Energy metals and small metals sectors experienced declines [1] Stock Performance - A total of 39 stocks hit the daily limit up, with 10 stocks achieving consecutive limit ups. The limit up rate was 65% (excluding ST and delisted stocks) [3] - Notable stocks included Chengbang Co., which saw a significant drop after hitting the limit up, while innovative drug concept stock Seli Medical achieved a limit up for the fourth consecutive day [3] Key Stocks and Trading Data - **Shenzhou Cell**: Increased by 16.46% with a trading volume of 20.17 million shares and a total transaction value of 1.63 billion yuan. Institutional net buying amounted to 156 million yuan [18] - **Jingxin Pharmaceutical**: Rose by 10.02% with a trading volume of 8.74 million shares and a total transaction value of 1.49 billion yuan. The company focuses on innovative drugs and medical devices [9][10] - **Hengbao Co.**: Engaged in financial technology and digital currency, with a focus on expanding overseas markets. The company reported overseas revenue of 93.62 million yuan, accounting for 10.37% of total revenue [12] - **Jingbeifang**: Engaged in stablecoin and digital currency sectors, recently signed a strategic cooperation agreement to enhance financial technology innovation [15] Institutional Trading - The top three net buying stocks by institutions were Shenzhou Cell, Hengbao Co., and Nanling Technology, with net purchases of 156 million yuan, 98.35 million yuan, and 91.73 million yuan respectively [6] - The top three net selling stocks were Haoshanghao, Jingbeifang, and Yingfangwei, with net sales of 110 million yuan, 105 million yuan, and 72.72 million yuan respectively [6] Summary of Key Companies - **Jingxin Pharmaceutical**: Focuses on the mental health sector and has a first-class innovative drug expected to be listed in March 2024, with plans to enter the medical insurance payment directory [9][10] - **Hengbao Co.**: Involved in financial technology and digital security, with a focus on digital currency innovation and expanding into overseas markets [12] - **Jingbeifang**: Actively participates in the construction of key digital currency systems for major state-owned banks and aims to innovate in financial technology [15]

Market Overview - On July 4, the Shanghai Composite Index rose by 0.32%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.36% respectively [2] - A total of 54 stocks appeared on the "Dragon and Tiger List" due to significant price movements, with the highest net inflow of funds being 111 million yuan into Jingxin Pharmaceutical (002020.SZ) [3][5] Stock Performance - Jingxin Pharmaceutical saw a net purchase of 111 million yuan, accounting for 9.41% of its total trading volume, and closed up by 10.02% with a turnover rate of 11.2% [3][5] - The stock with the highest net outflow was Haoshanghao (001298.SZ), which experienced a net sell of 110 million yuan, representing 4.06% of its total trading volume, and closed down by 10.01% with a turnover rate of 49.46% [6][3] Institutional Activity - On the same day, 24 stocks on the Dragon and Tiger List had institutional participation, with institutions net buying 91,500 yuan in total [7] - The stock with the highest institutional net purchase was Shenzhou Cell (688520.SH), which closed up by 16.46% and had a turnover rate of 4.53% [7][8] Northbound Capital Flow - Northbound funds participated in 14 stocks on the Dragon and Tiger List, with a total net outflow of 243 million yuan [12] - The highest net purchase by northbound funds was also in Jingxin Pharmaceutical, amounting to 48.64 million yuan, while the highest net sell was in Jingbeifang (002987.SZ) at 180 million yuan [12][14] Summary of Institutional and Northbound Fund Activities - Institutions and northbound funds jointly net bought stocks such as Longyang Electronics, Guangsheng Hall, and Shenzhou Cell, while they jointly net sold stocks including Lingang Steel, Yingfang Micro, and Haoshanghao [14][15] - The total net purchase by institutions for Shenzhou Cell was 155.81 million yuan, while the total net sell for Haoshanghao was 249.7 million yuan [15]

Core Viewpoint - The electronic ID concept sector has shown a positive performance with a 0.90% increase, ranking fifth among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Stock Performance - Within the electronic ID concept sector, 21 stocks experienced gains, with DeSheng Technology and Jingbei Fang hitting the daily limit up, while Zhengyuan Wisdom, Shangji Technology, and Nanwei Software also saw notable increases of 8.57%, 5.92%, and 5.91% respectively [1]. - The stocks with the largest declines included *ST Jinglun, Guoxin Technology, and Dongxin HePing, which fell by 3.92%, 2.26%, and 2.23% respectively [1]. Group 2: Capital Flow - The electronic ID concept sector attracted a net inflow of 784 million yuan from main funds, with 25 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2]. - Jingbei Fang led the net inflow with 247 million yuan, followed by DeSheng Technology, Nanwei Software, and XinGuoDu with net inflows of 221 million yuan, 172 million yuan, and 120 million yuan respectively [2]. Group 3: Capital Inflow Ratios - DeSheng Technology, Nanwei Software, and Zhongke Jiangnan had the highest net inflow ratios at 31.21%, 17.66%, and 9.07% respectively [3]. - The electronic ID concept capital inflow rankings showed that Jingbei Fang had a daily turnover rate of 15.16% and a price increase of 10.01%, while DeSheng Technology had a turnover rate of 20.73% and a price increase of 10.02% [3][4].

Group 1 - The stock of Jingbeifang (002987) reached the daily limit, with a trading volume of 2.842 billion yuan and a turnover rate of 15.16% [1] - The post-market data from the dragon and tiger list indicates that the Shenzhen Stock Connect special seat bought 49.0188 million yuan and sold 229 million yuan [1] - Two institutional special seats had a net sell of 60.8934 million yuan [1]

Group 1 - A-shares experienced a significant afternoon rally, with Software 50 ETF (159590) rising over 2% and having net inflows on 2 out of the last 5 days [1] - Digital currency concepts surged, influenced by a government notice promoting high-level institutional reforms in free trade zones, including measures for digital trade and risk prevention [3] - The EDA software market in China is dominated by three major suppliers, which accounted for approximately 82% of the market share last year, following the U.S. decision to lift licensing requirements for these companies [4] Group 2 - The Software 50 ETF closely tracks the CSI Software Index, which includes 50 stocks with a focus on application software (67% weight), AI-related fields (over 15%), and information security (10%) [4] - The DeepSeek concept stocks within the CSI Xinchuang Index have a weight of 48.1%, indicating a strong correlation with the "domestic substitution" trend in the market [5] - The computer industry is expected to see steady revenue growth by Q2 2025, with a focus on AI applications and computing power as key growth areas [4]

Core Viewpoint - The stablecoin concept is experiencing a rebound, with several companies in the sector seeing significant stock price increases, indicating renewed investor interest in this area [1] Group 1: Market Performance - Jingbeifang has reached its daily limit up, setting a new historical high for its stock price [1] - Jin Yi Culture also hit its daily limit up, while companies like Xinya Da and Xiexin Nengke approached their daily limit up during trading [1] - Other companies such as Hopu Co., Tianyang Technology, Zhengyuan Wisdom, and Langxin Group also showed notable gains [1] Group 2: Industry Developments - Some public fund subsidiaries in Hong Kong are actively preparing for stablecoin initiatives [1] - Huaxia Fund (Hong Kong) is participating in stablecoin sandbox testing, which includes critical aspects such as issuance, payment, asset docking, and fund subscription and redemption [1]

京北方（002987）在投资者关系活动记录表中称，公司近日与国富量子创新有限公司签署战略合作协 议，双方将聚焦虚拟资产及数字货币业务，围绕IT技术创新、虚拟资产及稳定币生态圈合作创新、金融 业务创新三个层面展开深度合作。 ...