Zhong Guo Ji Jin Bao·2025-06-23 05:09Market Overview - On June 23, the A-share market experienced fluctuations, with the Shanghai Composite Index rising by 0.15% to 3365.07, while the Shenzhen Component Index fell by 0.16% to 9988.66, and the ChiNext Index decreased by 0.33% to 2003.26 [2][3] - The total market turnover for the morning session was 683.87 billion, slightly lower than the previous day, with 3657 stocks rising and 1577 stocks falling [4] Sector Performance - The coal, petrochemical, defense, and non-ferrous metal sectors showed strong performance, while consumer stocks, including liquor, gaming, and pork, faced declines [4][5] - The coal sector saw significant gains, with companies like Baotailong, Shaanxi Black Cat, and China Coal Energy leading the rise [7][9] - The defense sector also experienced gains, with companies such as Great Wall Industry and Aerospace Development hitting their daily limits [10] Notable Stocks - In the semiconductor sector, Huahong Semiconductor surged by 7.02%, leading the Hang Seng Technology Index [6] - The shipping and port-related stocks saw a collective rise, with Ningbo Shipping and Ningbo Ocean both hitting their daily limits [12][13] - The optical lithography concept stocks continued to perform well, with Wave Optoelectronics reaching a 20% increase [14][15] Global Shipping Impact - Recent discussions in the Iranian parliament about potentially closing the Strait of Hormuz have caused significant tremors in the global shipping market, as this strait is crucial for oil trade [12][14] - The Baltic Dirty Tanker Index reported a 12% increase in international average freight rates over the past week, with some high-risk routes experiencing up to 250% increases [14]