一、行情 7月7日，稳定币、跨境支付、RWA相关概念大涨，金一文化3连板，信雅达连板，青岛金王涨停，华峰超纤、杭州园林等涨幅超10%。 | 股票名称 | | 最新价 ◆ | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值⇒ | | --- | --- | --- | --- | --- | --- | --- | | 金一文化 002721.SZ | 7天4板 | 4.42 | +9.95% | 09:33:39 | 10.41% | 117.54亿 | | 信雅达 600571.SS | 2天2板 | 20.39 | +9.98% | 09:35:55 | 15.42% | 93.34亿 | | 京北方 002987.SZ | 2天2板 | 25.63 | +10.00% | 10:50:48 | 15.26% | 216.17亿 | | 吉宏股份 002803.SZ | | 16.06 | +10.00% | 10:00:57 | 10.47% | 46.38亿 | | 青岛金王 002094.SZ | | 9.25 | +9.99% | 10:11:24 | 23.45% | 63.87亿 ...

京北方涨停走出2连板，2天累计涨幅达21.01%；消息面上，香港财库局局长表示，目标今年内可发出 稳定币牌照。 ...

Group 1 - The core viewpoint of the article emphasizes maintaining three strategic approaches during the mid-year reporting season, focusing on industries with strong trends, performance and valuation alignment, and thematic investment opportunities [13] Group 2 - The first strategy highlights industries with strong industrial trend characteristics, particularly focusing on AI and innovative pharmaceuticals [13] - The second strategy targets industries driven by performance and valuation alignment, with attention on the North American computing chain within communications and electronics, as well as non-ferrous metals and gaming sectors [13] - The third strategy involves sectors with thematic and positional speculation, particularly in military and new energy related to anti-involution [13] - Overall, the rotation of non-ferrous metals, AI hardware, innovative pharmaceuticals, gaming, and military sectors is expected to be the main theme during the mid-year reporting season [13]

Group 1 - The A-share market has seen an acceleration in the disclosure of semi-annual performance forecasts, with 54 companies announcing their forecasts as of July 6, 2025, indicating a slight increase of 11 companies, 3 companies turning losses into profits, 4 companies maintaining profits, and 21 companies expecting profit growth [1][4] - Companies like Taotao Automotive (301345) have expressed confidence in continued growth for the second half of the year, expecting a net profit of 310 million to 360 million yuan for the first half of 2025, representing a year-on-year increase of 70.34% to 97.81% [2][4] - Jingbeifang (002987) experienced significant stock price fluctuations after intensive institutional research, with a cumulative price deviation exceeding 20% over three consecutive trading days [2][4] Group 2 - Chipong Micro (芯朋微) expects a revenue of approximately 630 million yuan for the first half of 2025, an increase of about 176 million yuan or 38% year-on-year, with a net profit forecast of around 90 million yuan, reflecting a growth of approximately 104% [4] - Daotong Technology (道通科技) anticipates a net profit of 460 million to 490 million yuan for the first half of 2025, representing a year-on-year growth of 19% to 26.76% [4] - Changchuan Technology (长川科技) projects a net profit of 360 million to 420 million yuan for the first half of 2025, indicating a year-on-year increase of 67.54% to 95.46% due to rapid growth in the integrated circuit industry and strong customer demand [5]

明日主题前瞻 1、6G | 据智通财经，在7月5日举办的2025全球数字经济大会"6G技术创新与产业发展峰会"上，北京市发布了首个6G产业专项政策。北京市政府相关负责人 表示，通过出台专项支持政策引导推动6G产业走实走深，充分发挥高校云集、科研院所众多、高新技术企业集聚优势，构建了完善的产学研协同创新体 系。未来，北京将进一步强化技术策源，共创成果转化，推进产业带动，加强人才聚集，全力支持6G关键技术攻关和产业生态建设。 点评：华福证券指出，2025年为6G标准制定元年，产业有望在2029年以后进入商业化阶段。开源证券认为，6G技术的进步和应用场景的拓展预计将推动教 育、娱乐、设计、制造等行业的变革，也将为资本市场带来新的投资机会。银河证券表示，在当前6G技术持续突破的过程中，科技巨头正纷纷抢占核心技 术赛道。我国对于未来产业的支持力度，已逐步提升到方向确立后的投入时期。 2、超导 | 据国务院国资委官网，近日，国务院国资委党委书记、主任张玉卓到中国有色矿业集团有限公司调研并表示，要持续提升重要金属矿产资源保障 能力，要加快发展新质生产力，加大科技创新投入，推动资源开发、冶炼加工、工程建设等传统业务向高端化、 ...

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].