今日（6.23）午后，计算机板块走高。软件50ETF（159590）收涨2.14%，已连续2日获资金净流入！信创50ETF（560850）收涨2.07%，成交额再度放 量。 消息面上，6月20-22日，华为开发者大会（HDC 2025）在东莞隆重召开。在大会现场，余承东宣布鸿蒙6（HarmonyOS 6）正式发布，通过全新全场景架 构，带来更创新的全场景应用，鸿蒙已经进入"最好的发展状态"。鸿蒙智能体框架（Harmony Agent Framework）也正式发布，首批50多个鸿蒙智能体即 将上线。余承东发表主题演讲时表示，鸿蒙生态已迈入飞轮加速新阶段，超30000个应用及元服务在加速开发中，覆盖政务、医疗、工业等近20个行业。 钉钉、飞书等100多个通用办公平台已"鸿蒙化"，覆盖3800万家企业。全面升级的盘古大模型5.5发布，备受市场关注的CloudRobo具身智能平台正式亮 相，CloudRobo具身智能平台基于盘古大模型的多模态能力及思维能力，整合了数据合成、数据标注、模型开发、仿真验证、云边协同部署以及安全监 管等端到端能力。国元证券认为，华为作为中国科技行业的领先企业，在鸿蒙、大模型、智能体等方面 ...

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% ...

Market Overview - The stock indices in both markets rose, driven by the performance of brokerage and banking sectors, with the Shanghai Composite Index up by 0.65% to 3381.58 points, and the Shenzhen Component Index up by 0.43% to 10048.39 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 11,471 billion yuan, an increase of approximately 550 billion yuan compared to the previous day [1] Oil Sector - The oil sector showed strong performance, with stocks like Maohua Shihua hitting the limit up for three consecutive days, and Zhun Oil shares achieving six limit ups in seven days [3][4] - Other notable performers included Taishan Petroleum and Beiken Energy, both of which saw significant gains [3] - The geopolitical situation, particularly the U.S. attacks on Iranian nuclear facilities, is expected to lead to a substantial increase in oil prices, with Brent crude futures potentially breaking through $80 per barrel [5][7] Shipping Sector - The shipping sector also experienced a surge, with stocks like Ningbo Shipping and Baoshui Technology hitting the limit up, and other companies like Lianyungang and Nanjing Port also achieving limit ups [6] - The potential closure of the Strait of Hormuz by Iran could have a destructive impact on global oil trade, as approximately one-third of the world's oil trade passes through this route [7] Cross-Border Payment Sector - The cross-border payment sector saw strong performance, with stocks like Sifang Precision and Youbo Information hitting the limit up [9][10] - The launch of the cross-border payment system between mainland China and Hong Kong is expected to enhance payment efficiency and service levels, with global cross-border payment transactions projected to grow significantly in the coming years [11] Cobalt Sector - The cobalt sector was active, with companies like Tengyuan Cobalt and China Ruilin seeing significant price increases [13][14] - The extension of the cobalt export ban by the Democratic Republic of the Congo is anticipated to lead to a supply shortage, potentially driving cobalt prices higher [15]

沪深两市今日成交额合计11226.29亿元，四方精创成交额居首 6月23日，沪深两市全天成交额合计11226.29亿元，较上一日增量548.91亿元。其中，沪市成交额为 4427.89亿元（上一交易日为4108.73亿元），成交量为3.85亿手（上一交易日为3.5亿手）；深市成交额 为6798.4亿元（上一交易日为6568.65亿元），成交量为5.39亿手（上一交易日为5.17亿手）。四方精创 成交额居首，为79.75亿元。其次是中际旭创、拉卡拉、恒宝股份、新易盛，成交额分别为67.67亿元、 62.89亿元、44.1亿元、42.84亿元。 ...

四方精创（300468）触及涨停，成交额66.55亿元，本月累涨超90%。 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the technology sector, particularly in stablecoins, with significant interest from brokerage firms and a surge in related stocks [1] - The financial technology ETF Huaxia (516100) rose by 3.04%, with key holdings such as Zhongke Jincai and Shenzhou Information hitting the daily limit, indicating robust market activity in this sector [1][2] - Recent reports indicate that at least 16 brokerage firms published 24 research reports on stablecoins, and over 30 themed conference calls were held in the past two weeks, covering various aspects such as policy interpretation and investment strategies [1] Group 2 - Stablecoins are defined as cryptocurrencies pegged to stable assets like fiat currencies or commodities, enhancing payment efficiency and asset liquidity while promoting financial innovation [1] - Huaxi Securities notes that stablecoins possess characteristics such as asset anchoring, low volatility, and high settlement efficiency, positioning them as important tools for on-chain payments and cross-border settlements [1] - The current period is critical for the development of stablecoins, with accelerating regulatory trials and legislative processes pushing them from a gray area towards institutionalized growth, potentially leading to a diverse ecosystem of stablecoins [1]

Group 1 - The cross-border payment concept stocks strengthened in the afternoon, with Youboshun (300531) hitting a 20% limit up [1] - Shenzhou Information (000555) and Jida Zhengyuan (003029) previously reached limit up, while Sifang Jingchuang (300468) increased by over 10% [1] - Lakala (300773) and Advanced Shutong (300541) had notable gains, leading the market [1]

Core Viewpoint - The recent surge in research on stablecoins by brokerage firms indicates a growing interest in the potential for stablecoins to achieve compliant development and expand their applications in the financial sector [1][2][3]. Group 1: Research and Analysis - At least 16 brokerage firms published 24 research reports on stablecoins in the past week, covering various industries such as macroeconomics, computer science, media, finance, and blockchain [3]. - The frequency of roadshows and conference calls focused on stablecoins has increased, with over 30 calls held in the last two weeks, discussing policy interpretations, industry chain analysis, and investment strategies [4]. - Analysts from East Wu Securities emphasize that stablecoins, as a type of cryptocurrency, are linked to specific stable assets to maintain value stability, enhancing payment efficiency and asset liquidity [5]. Group 2: Market Performance - Several A-share stablecoin concept stocks have shown significant price increases since June, with Hengbao Co., Ltd. rising approximately 66%, Chutianlong up 65%, and Sifang Jingchuang increasing about 60% as of June 20 [7]. - Institutions have been actively researching multiple stablecoin concept stocks, focusing on the development prospects of stablecoins and the relevant technologies and application scenarios of listed companies [8]. Group 3: Regulatory Developments - Recent regulatory frameworks in the U.S. and Hong Kong signify a formal acceptance of stablecoins, opening new investment opportunities [12][13]. - The Hong Kong Legislative Council passed the "Stablecoin Ordinance," establishing a licensing system for fiat-backed stablecoin issuers, which is expected to enhance financial stability and promote innovation [12]. - The U.S. Senate passed the "GENIUS Act," creating the first federal regulatory framework for dollar-pegged stablecoins, marking a significant step towards legal oversight of the crypto asset industry [13]. Group 4: Corporate Initiatives - Major internet companies like Alibaba and JD.com are entering the stablecoin space, with Ant International accelerating investments in global financial management and JD.com testing compliant stablecoins in Hong Kong [14][15]. - JD.com's stablecoin is set to be applied in cross-border trade, emphasizing compliance, security, and auditability to meet real payment needs across Asia-Pacific, the Middle East, and Africa [15]. Group 5: Industry Trends - The People's Bank of China has acknowledged the growth of stablecoins and central bank digital currencies, highlighting their potential to streamline cross-border payment processes while posing regulatory challenges [16].

Group 1: Stock Performance and Risks - Huayang New Materials (600281.SH) has experienced significant stock price fluctuations, with a cumulative increase that deviates from the industry average, indicating potential irrational speculation risks [1] - The company clarified that its main business does not involve rare earth permanent magnets, focusing instead on precious metal recovery and processing, which is facing rising raw material costs due to increasing precious metal prices [1] - Jinniu Chemical (600722.SH) reported that its methanol sales prices have not changed significantly despite a 20% increase in stock price over three trading days, indicating stable market conditions [4] Group 2: New Product Developments - Guoxin Technology (688262.SH) successfully tested its new quantum-resistant password card, CCUPHPQ01, and has sent samples to multiple clients for application development [2] - Rongchang Biopharmaceutical (688331.SH) received orphan drug designation from the EU for its product Tai Itasip, which is the first dual-target fusion protein drug for treating myasthenia gravis, providing policy support for its development in the EU [8] Group 3: Corporate Actions and Financial Updates - Lakala (300773.SZ) is in discussions regarding its H-share listing, which faces significant uncertainty in approval and regulatory processes [3] - Dematech (688360.SH) entered a strategic cooperation agreement with Shanghai Zhiyuan New Technology to explore innovative applications of embodied intelligent robots in logistics [9] - Yashi Chuangneng (603378.SH) announced a potential forced reduction of 3% of its shares due to a margin call affecting its major shareholder [10] - Siwei Technology (688213.SH) reported a decrease in the shareholding ratio of its major shareholder, the National Integrated Circuit Industry Investment Fund II, from 7.35% to 6.99% [11] - Jingyi Equipment expects a revenue increase of 36.54% to 42.48% year-on-year for the first half of 2025, projecting revenue between 690 million to 720 million yuan [12]

四方精创(300468.SZ)公告称，公司股票交易价格于2025年6月13日至6月17日连续3个交易日收盘价 涨幅 偏离值累计超过30%，属于股票交易异常波动的情况。公司经过自查，不存在违反公平信息披露的情 形。经核实，公司未发现前期披露的信息存在需要更正、补充之处，近期公司经营情况及内外部经营环 境未发生重大变化，不存在关于公司应披露而未披露的重大事项，或处于筹划阶段的重大事项。股票异 常波动期间，公司控股股东、实际控制人不存在买卖公司股票的行为。 ...