6月23日|财经简报 充电宝安全危机 伊朗宣布关闭霍尔木兹海峡

Market Dynamics and Sentiment - A-shares experienced a downward adjustment, with the ChiNext Index leading the decline by 0.84%, the Shenzhen Component Index down 0.47%, and the Shanghai Composite Index slightly down by 0.07%. The market turnover decreased to 1.07 trillion yuan, indicating a strong wait-and-see sentiment [2] - The major indices in the US showed mixed performance, with technology stocks generally declining, including a nearly 4% drop in Google, while Apple rose over 2%. Chinese concept stocks displayed a mixed performance, with the Nasdaq Golden Dragon China Index down 0.92% [2] Policy and Major Events - The US imposed tariffs on steel household appliances starting June 23, leading to a collective adjustment in the Asia-Pacific stock market. Concerns arose regarding the profit pressure on appliance exporters, particularly those reliant on the North American market, prompting some companies to consider relocating production to Southeast Asia or switching to aluminum [3] - The Federal Reserve maintained interest rates during the June meeting, but the "dot plot" indicated a reduction in the expected rate cuts for 2025 from two to one, signaling a more hawkish stance. Trump continued to pressure for significant rate cuts, while Powell emphasized the independence of policy, leading to increased market divergence regarding the rate cut path [3] Industry Sectors and Hotspots - The PCB industry is experiencing a surge due to increased demand driven by AI servers and electric vehicles, with leading companies like Shenghong Technology having orders extending into 2026 [5] - In the consumer electronics sector, multiple factors are driving investment opportunities in the third quarter, with a focus on concepts like HarmonyOS and solid-state batteries [6] - The charging treasure safety crisis has emerged, with multiple brands facing suspension of 3C certification, and battery supplier Amperis under regulatory investigation, exposing credit risks in the industry [7] - The extension of the cobalt raw material ban in the Democratic Republic of Congo for an additional three months may elevate cobalt prices, benefiting companies like Huayou Cobalt and Tengyuan Cobalt [8] - Iran's announcement to close the Strait of Hormuz has drawn attention to the nuclear pollution prevention and oil and gas shipping concepts, with companies like Guangguang Co. and Ningbo Shipping being highlighted [9] - The National Medical Products Administration supports full lifecycle supervision of high-end medical devices, which is favorable for companies like Mindray Medical and United Imaging Medical [10] - The commercial use of humanoid robots in China is expected to reach 60,000 units by 2030, with a compound annual growth rate of 95.3%, benefiting companies like Tongda Power and Zhengye Technology [11] Company Dynamics and Capital Operations - China Railway Construction's 3.856 billion shares of restricted stock were unlocked on June 23, accounting for 72.29% of the total share capital, which may exert pressure on the stock price [12] - Guangting Information's 48.547 million shares of restricted stock were unlocked, representing 52.41% of the total share capital, involving four shareholders [13] - Beijing Junzheng's stock registration date is June 23, with a proposed cash dividend of approximately 48.16 million yuan [14] - Jianfa Real Estate's 670 million yuan bond was fully redeemed on June 23 [15] - Yihua Co. held an extraordinary shareholders' meeting to review the repurchase and cancellation of restricted stock and the reduction of registered capital, which may impact the company's capital structure [16]