证券时报·2025-06-23 08:47Market 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]