Market Overview - A-shares experienced a broad rally, with the Shanghai Composite Index rising nearly 1% at one point, closing at 3381.58 points, up 0.65% [1] - The Shenzhen Component Index closed at 10048.39 points, up 0.43%, and the ChiNext Index closed at 2017.63 points, up 0.39% [1] - The total market turnover reached 114.69 billion yuan, an increase of 55.2 billion yuan compared to the previous trading day [1] Digital Currency Sector - The digital currency concept stocks surged, with the sector ranking third among industry concepts, closing up 5.2% for the day and 10.44% over the past month [2] - Notable individual stock performances included Youbuxun and Sifang Jingchuang, both hitting the 20% daily limit up, while Tianyuandike rose by 14.56% [2] - The recent surge in the digital currency sector is attributed to favorable news, particularly the launch of cross-border payment services between mainland China and Hong Kong [2][3] Oil and Shipping Sectors - The oil sector showed strong performance, with the oil and gas extraction and service sector rising 3.15% and a monthly increase of 27.52% [4] - Key stocks included Maohua Shihua and Zhun Oil, both achieving consecutive daily limit ups [4] - The shipping sector also saw gains, with stocks like Ningbo Shipping and Lianyungang hitting daily limits, driven by geopolitical tensions in the Middle East [4][5] Energy Metals Sector - The energy metals sector, particularly cobalt, experienced significant gains, with stocks like Tengyuan Cobalt rising over 15% [6] - The Democratic Republic of Congo extended its temporary ban on cobalt exports, which is expected to tighten supply and increase price expectations [6] - Analysts predict that the extended ban will lead to a substantial supply shortage in the cobalt market, potentially triggering a new price surge [6]

Industry Overview - Cross-border payments play a crucial role in connecting economies across different countries and regions, especially with the growth of the global digital economy [1] - The global cross-border payment transaction volume is projected to reach $194.6 trillion in 2024, maintaining steady growth compared to 2023, and is expected to grow at a CAGR of 6.4% to $320 trillion by 2032 [3] Recent Developments - The launch of the Cross-Border Payment Link on June 22 marks the interconnectivity between the mainland and Hong Kong's rapid payment systems [4] - This system allows residents to conduct real-time cross-border remittances in RMB and HKD using mobile numbers or bank accounts without the need for currency exchange, with most transactions currently exempt from fees [6] Potential Companies - Jida Zhengyuan: The company’s certified products are applicable for RMB cross-border payment settlements, supporting secure authentication for the CIPS system [8] - Sifang Jingchuang: Actively involved in the central bank's digital currency cross-border project, leading the development of CIPS blockchain underlying technology, with over 120 blockchain cross-border settlement technology patents [8] - Huafeng Superfiber: Its subsidiary provides cross-border payment system development and maintenance services to banks and licensed payment institutions, with significant growth in foreign card transaction volumes [8] - Xinyada: A supplier of underlying technology for the CIPS system, providing development, testing, and operation services for cross-border payment systems, with a 25% increase in cross-border payment module orders [8] Unique Opportunity - A specific company holds both "cross-border foreign currency payment license" and "cross-border RMB payment license," enabling it to facilitate two-way cross-border settlements for imports and exports [9] - This company serves 14 banks across different countries, with cross-border business revenue accounting for 31% of its total [10] - Recent shareholder numbers have significantly decreased, indicating a concentrated shareholding structure, with strong bullish signals in trading patterns suggesting an optimal entry point for investment [10]

截至6月23日收盘，Web3.0概念上涨3.49%，位居概念板块涨幅第10，板块内，57股上涨，观想科技20% 涨停，中科金财、安妮股份等涨停，四方精创、先进数通、新晨科技等涨幅居前，分别上涨19.97%、 12.87%、6.83%。跌幅居前的有因赛集团、ST易联众、中科曙光等，分别下跌0.78%、0.48%、0.39%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.82 | 同花顺出海50 | -0.26 | | 电子身份证 | 5.58 | 超级品牌 | -0.04 | | 数字货币 | 5.20 | 猪肉 | 0.09 | | 跨境支付(CIPS) | 4.47 | 白酒概念 | 0.10 | | 可燃冰 | 4.25 | 芬太尼 | 0.10 | | 移动支付 | 3.89 | 养鸡 | 0.24 | | 数据确权 | 3.89 | 特钢概念 | 0.46 | | 财税数字化 | 3.64 | 青蒿素 | 0.46 | | 华为鲲鹏 | 3.52 | 高股息精选 | 0.53 ...

今日午后，A股上涨。数字货币、AI眼镜、创新药、可控核聚变等板块轮番启动，拉动大盘上涨。全市 场成交额11469亿元，较上个交易日放量552亿元。全市场超4400只个股上涨。 数字货币概念股午后掀起涨停潮，保税科技、恒宝股份、中科金财等多股涨停。四方精创（300468）盘 中"20CM"涨停，截至收盘上涨19.97%，成交额为79.75亿元，位居A股第一。 截至收盘，上证指数上涨0.65%，深证成指上涨0.43%，创业板指上涨0.39%。板块方面，跨境支付、港 口航运、军工信息化、油气等板块涨幅居前，白酒等少数板块下跌。 数字货币概念股大涨 数字货币概念股午后掀涨停潮，保税科技、恒宝股份、中科金财多股涨停。其中，四方精创盘 中"20CM"涨停。 | 全部 | 3日内有涨停 | 连续3日主力净 连板 | | --- | --- | --- | | 名称/代码 | 最新 ◆ | 涨幅 = 5日涨幅 = ▶ | | 优博讯 | | 21.14 +19.98% +19.77% | | 300531 | | | | 首板 最终涨停13:10 | | | | 四方精创 | 47.39 | +19.97% +29.20% ...

| 代码 名称 | � | 涨幅% | 现价 | 涨跌 | 买价 | 实价 总量 | | --- | --- | --- | --- | --- | --- | --- | | 000637 茂化实华 | | 10.06 | 5.36 | 0.49 | 5.36 | - 313924 | | 002207 淮油股份 | . | 9.98 | 10.58 | 0.96 | 10.58 | - 110.4万 | | 000554 泰山石油 | R | 9.97 | 8.27 | 0.75 | 8.27 | l 100.0万 | | 002828 贝肯能源 | . | 7.75 | 13.07 | 0.94 | 13.07 | 13.08 830935 | | 300164 通源石油 | 1 | 7.65 | 7.74 | 0.55 | - | 7.74 250.77 | | 603353 和顺看油 | | 7.00 | 18.96 | 1.24 | 18.95 | 18.96 194995 | | 600506 统一股份 | | 5.64 | 20.78 | 1.11 | 20.77 | 20.78 268471 ...

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] Delisting and Trading Reminders - ST Zhongcheng (300208) and ST Jinguang (600190) will enter the delisting arrangement period starting June 30, 2025[1] - ST Hengli (000622) will enter the delisting arrangement period starting June 25, 2025[1] - ST Jiuyou (600462) will enter the delisting arrangement period starting June 24, 2025[1] Trading Days Remaining - Gongzhi Tui (000584) has 13 trading days remaining until the last trading day[1] - Tuihai Haoyue (600387) has 9 trading days remaining until the last trading day[1] - Renle Tui (002336) has 8 trading days remaining until the last trading day[1] - Tui Longyu (603003) and Tui Pengbo (600804) each have 5 trading days remaining until the last trading day[1] - Longjin Tui (002750) has 3 trading days remaining until the last trading day[1]

A股收评：三大股指午后走强集体收涨 两市超4200只个股收红 金十数据6月23日讯，A股三大股指早盘低开高走，午后强势冲高，沪指一度涨近0.8%，截至收盘，沪 指涨0.65%，深证成指涨0.43%，创业板指涨0.39%；沪深两市全天成交额超1.1万亿，沪深两市超4200只 个股飘红。盘面上，大市多数板块飘红，能源金属板块全天强势，跨境支付板块午后拉升冲高，四方精 创20CM涨停，月内累涨超90%。航运、军工板块表现亮眼。白酒板块延续低迷态势全天水下震荡，迎 驾贡酒、山西汾酒等跌幅居前。 ...

华西证券认为，稳定币具备锚定资产、波动低、清算效率高等特性，已逐步成为链上支付与跨境结算的 重要工具。当前正处于政策加速与合规体系搭建的关键期，监管试点与立法进程加快推动稳定币从灰色 地带迈向制度化发展。凭借在合规性与可扩展性之间的平衡优势，未来有望形成多元稳定币生态共存格 局。 6月23日，三大指数涨跌不一，科技板块相对强势，稳定币概念午后直线拉升，截至13点20分，金融科 技ETF华夏（516100）涨3.04%，持仓股集体上涨，中科金财、神州信息涨停，四方精创、拉卡拉涨超 10%，新金属条、数字认证、长亮科技等股纷纷异动走强，赛道涨幅居全市场首位。 根据券商中国不完全统计，上周有至少16家券商发布24篇研报全面研究稳定币；近半个月，券商举办的 以稳定币为主题的电话会议就超过30场，覆盖了政策解读、产业链分析和投资策略等多个维度。 稳定币的本质是一种与特定稳定资产（如法币、商品或证券）挂钩的加密货币。核心机制在于通过价值 锚定，赋能数字金融，显著提升支付效率、资产流动性，并促进金融创新与传统金融融合。 金融科技ETF华夏 （516100），被动跟踪中证金融科技主题指数，涵盖软件开发、互联网金融及数字 货币 ...

跨境支付概念股午后进一步走强，优博讯（300531）回封20cm涨停，神州信息（000555）、吉大正元 （003029）此前涨停，四方精创（300468）涨超10%，拉卡拉（300773）、先进数通（300541）涨幅居 前。 ...

近期，各券商研究所掀起稳定币研究热潮。据统计，仅过去一周，就有至少16家券商发布24篇研报对稳定 币进行系统研究，其中不乏专题及深度研究。 与此同时，本月以来多只稳定币概念股被机构扎堆调研。券商普遍认为，随着全球各地监管政策的落地，稳定 币行业有望实现合规发展，未来有望在应用广度和深度上不断延伸。 券商掀起稳定币研究热潮 根据券商中国记者不完全统计，仅过去一周（6月15日至6月21日），就有至少16家券商发布24篇研报全面研究 稳定币，内容覆盖宏观、计算机、传媒互联网、金融、区块链等多个行业角度。其中不乏一些券商推出稳定币 专题及深度研究，比如国金证券、中泰证券、东吴证券、天风证券均推出稳定币专题或深度研究，中信证券宏 观、海外、银行、非银等多个研究团队从各个行业角度深入研究。 伴随券商研报密集出炉，路演和电话会议热度也持续攀升。券商中国记者获悉，仅近半个月，券商举办的以稳 定币为主题的电话会议就超过30场，覆盖了政策解读、产业链分析和投资策略等多个维度。 东吴证券首席策略官孙婷认为，稳定币作为一种重要的加密货币，其核心特征在于与特定稳定资产挂钩，以维 持其价值的稳定，并在数字金融领域发挥着日益关键的作用。 ...