Market Overview - On the last trading day of June, A-shares rose across the board, with the ChiNext Index and the STAR 50 Index both increasing by over 1%. The Shanghai Composite Index rose by 2.9% for the month, while the Shenzhen Component Index and ChiNext Index increased by 4.23% and 8% respectively [1] - The Hang Seng Index fell nearly 1% today, closing down 0.87%, while the Hang Seng Tech Index decreased by 0.72% [2] A-share Performance - Major A-share indices showed strong gains, with the Shanghai Composite Index closing at 3444.43 points (up 0.59%), the Shenzhen Component Index at 10465.12 points (up 0.83%), and the ChiNext Index at 2153.01 points (up 1.35%) [1] - Over 4000 stocks in the market were in the green, with the military industry sector continuing its strong performance [1] Military Industry Sector - The military sector saw significant gains, with stocks like Zhongguang Fang雷 achieving three consecutive daily limits, and Beifang Changlong rising over 18% to set a new historical high [3][5] - Analysts suggest that geopolitical changes are increasing market attention on the military industry, which is expected to enhance overall industry valuations [5][6] Semiconductor and Photolithography Sector - The photolithography concept surged, with stocks like Blue Eagle Equipment hitting a 20% limit up, and Guangxin Materials rising over 15% [7] - The photolithography process is critical in semiconductor manufacturing, accounting for about one-third of manufacturing costs and 40%-50% of the time spent [9] Brain-Computer Interface (BCI) Sector - The brain-computer interface concept gained traction, with stocks like Xiangyu Medical hitting a 20% limit up and Aipeng Medical rising over 10% [10] - The global BCI market is projected to grow significantly, with China expected to accelerate its market development, potentially exceeding 100 billion yuan in scale [12]
全线爆发!这一板块,涨停潮!
Zheng Quan Shi Bao·2025-06-30 09:46