重要消息 央行连续8个月增持黄金 A股将发布专精特新系列指数 国家发展改革委办公厅等四部门发布《关于促进大功率充电设施科学规划建设的通知》 特朗普签署行政命令，将"对等关税"暂缓期延长至8月1日 特朗普发信函给日韩及南非等14国威胁征税，最高税率40% 重要的消息有哪些 1．外交部发言人毛宁主持7月7日例行记者会。会上有外媒记者提问称：金砖国家峰会将于当天闭幕，此 前美国总统特朗普批评金砖国家推行"反美政策"，并威胁对其成员国加征10%的新关税，请问中方对此有 何评论？毛宁对此表示，金砖机制是新兴市场和发展中国家合作的重要平台，倡导开放包容、合作共赢， 不搞阵营对抗，不针对任何国家。关于加征关税，中方已经多次阐明了立场，贸易战、关税战没有赢家， 保护主义没有出路。 2．国家发展改革委办公厅等四部门发布《关于促进大功率充电设施科学规划建设的通知》，其中提出， 结合当地经济发展水平、新能源汽车推广力度和电力资源分布，以即充即走场景为重点，因地制宜、适度 超前、科学合理做好大功率充电设施发展布局。到2027年底，力争全国范围内大功率充电设施超过10万 台，服务品质和技术应用实现迭代升级。 3．中国6月末外汇储备3. ...

Group 1 - The Shanghai Stock Exchange and China Securities Index Company announced the launch of the Shanghai Stock Exchange's specialized index for innovative small and medium-sized enterprises on July 21 [2] - The Shenzhen Stock Exchange will also release its specialized index for innovative small and medium-sized enterprises on the same date [2] - A new mandatory national standard for passenger car braking systems will be implemented starting January 1, 2026, introducing new requirements for electric transmission braking systems and emergency braking signals [2] Group 2 - XinYada's cross-border payment business is expected to account for less than 5% of the company's total revenue in 2024 [3] - BlueDai Technology is planning a change in company control, leading to a stock suspension [3] - Xingye Co. confirmed that there is no significant information that should have been disclosed but was not [3] Group 3 - Ruixin Microelectronics expects a year-on-year net profit increase of 185% to 195% for the first half of the year [4] - Four-dimensional Map New Technology will develop parking software products for two models of BAIC New Energy [3] - Yinglian Co. anticipates a year-on-year net profit increase of 360.57% to 460.7% for the first half of the year [4]

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

证券代码：603928 证券简称：兴业股份 公告编号：2025-030 苏州兴业材料科技股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 苏州兴业材料科技股份有限公司（以下简称"公司"）股票于 2025 年 7 月 3 日、7 月 4 日、7 月 7 日连续三个交易日收盘价格跌幅偏离值累计达 20%， 根据《上海证券交易所股票交易规则》的有关规定，属于股票交易异常波动情 形。 ● 经公司核查及向公司控股股东、实际控制人函证确认，不存在应披露而 未披露的重大信息。 ● 公司董事会确认，公司日常经营活动正常，不存在影响公司股票交易价 格异常波动的重大事项。 一、股票交易异常波动的具体情况 截至 2025 年 7 月 7 日上海证券交易所交易收盘，公司股票于 2025 年 7 月 3 日、7 月 4 日、7 月 7 日连续三个交易日收盘价格跌幅偏离值累计达 20%，根 据《上海证券交易所股票交易规则》规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 经公司核查及向公 ...

Core Viewpoint - The stock of Xingye Co., Ltd. (603928) experienced a limit down today, with a trading volume of 7.42 billion yuan and a turnover rate of 15.65% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "龙虎榜" due to a daily price drop of 10.32%, with a net buying amount of 8.77 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 102 million yuan, with a buying amount of 55.52 million yuan and a selling amount of 46.75 million yuan, resulting in a net buying of 8.77 million yuan [2] - The largest buying brokerage was Guosen Securities Co., Ltd. Zhejiang Internet Branch, with a buying amount of 12.69 million yuan, while the largest selling brokerage was Dongfang Caifu Securities Co., Ltd. Lhasa Tuanjie Road First Securities Brokerage, with a selling amount of 10.09 million yuan [2] Recent Performance - Over the past six months, the stock has appeared on the "龙虎榜" 14 times, with an average price increase of 1.44% the day after being listed and an average increase of 6.59% in the following five days [3] - Today, the stock saw a net outflow of 40.05 million yuan in main funds, with a significant outflow of 9.43 million yuan from large orders and 30.62 million yuan from major funds [3] - In the last five days, the main funds experienced a net outflow of 70.96 million yuan [3] Financial Performance - The company's Q1 report released on April 30 showed a total revenue of 364 million yuan, representing a year-on-year growth of 8.63%, while the net profit was 13.01 million yuan, reflecting a year-on-year decline of 17.47% [3]

Market Overview - The Shanghai Composite Index rose by 0.32% on July 4, with 13 out of the 28 sectors experiencing gains, led by the banking and media sectors, which increased by 1.84% and 0.91% respectively [1] - The sectors that saw the largest declines were beauty care and non-ferrous metals, with decreases of 1.87% and 1.60% respectively [1] - The basic chemical industry ranked third in terms of decline today [1] Capital Flow Analysis - The net outflow of capital from the two markets was 21.74 billion yuan, with 8 sectors experiencing net inflows [1] - The computer industry had the largest net inflow of capital, totaling 2.81 billion yuan, despite a slight decline of 0.05% in its stock price [1] - The banking sector also saw a net inflow of 758 million yuan, with a daily increase of 1.84% [1] Basic Chemical Industry Performance - The basic chemical industry fell by 1.22%, with a total net outflow of 2.174 billion yuan [2] - Out of 401 stocks in this sector, 41 stocks rose, and 354 stocks fell, with 4 stocks hitting the daily limit down [2] - The top three stocks with the highest net inflow in the basic chemical sector were Huafeng Super Fiber (1.62 billion yuan), Dongcai Technology (1.39 billion yuan), and Limin Co., Ltd. (1.24 billion yuan) [2] Basic Chemical Industry Capital Inflow and Outflow - The top stocks with capital inflow included: - Huafeng Super Fiber: +1.83%, 16.59% turnover, 161.85 million yuan inflow - Dongcai Technology: +10.01%, 11.12% turnover, 138.64 million yuan inflow - Limin Co., Ltd.: +5.83%, 22.57% turnover, 124.30 million yuan inflow [2][3] - The top stocks with capital outflow included: - Dazhongnan: +2.55%, 38.91% turnover, -195.83 million yuan outflow - Wanhua Chemical: -0.86%, 0.72% turnover, -137.99 million yuan outflow - Yanhai Co., Ltd.: -2.43%, 0.88% turnover, -98.39 million yuan outflow [3]

Group 1 - The stock of Xingye Co., Ltd. (603928) experienced a limit down today, with a turnover rate of 21.21% and a trading volume of 1.116 billion yuan, showing a fluctuation of 8.02% [2] - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of -10.18%, with a net sell of 20.9042 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 170 million yuan, with a buying amount of 74.692 million yuan and a selling amount of 95.5962 million yuan, resulting in a net sell of 20.9042 million yuan [2] Group 2 - In the past six months, the stock has appeared on the龙虎榜 (Dragon and Tiger List) 13 times, with an average price increase of 2.39% the day after being listed and an average increase of 9.64% over the following five days [2] - The stock saw a net outflow of 92.7111 million yuan in main funds today, with a significant outflow of 52.2556 million yuan from large orders and 40.4556 million yuan from major orders [2] - Over the past five days, the main funds have experienced a net outflow of 112 million yuan [2] Group 3 - The company reported a revenue of 364 million yuan in the first quarter, representing a year-on-year growth of 8.63%, while the net profit was 13.0151 million yuan, showing a year-on-year decline of 17.47% [3]

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

【导读】电力设备板块午前拉升，港股多点数智大涨 中国基金报记者 晨曦 7月3日上午，A股市场走势分化，沪指盘中小幅跳水后拉升，创业板指震荡走高。截至午间收盘，上证指数涨0.07%，深证成指涨0.75%，创业板指涨 1.36%。 | 内地股票 | | --- | | 行情 涨跌分布 | 资金净流入 | | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3457.36 | 10490.50 | 1437.87 | | +2.56 | | | | 科创50 | 创业板指 | 万得全A | | 983.50 | 2152.54 | 5324.13 | | +0.86 +0.09% +28.82 +1.36% +16.36 +0.31% | | | | 沪深300 | 中证500 | 中证A500 | | 3962.33 | 5904.95 | 4646.92 | | +18.65 +0.47% +12.00 +0.20% +19.26 +0.42% | | | | 中证1000 | 深证100 | 中证红利 | | 6315.71 | 4580.18 | 5491.48 | ...

7月3日，早盘沪指窄幅震荡，创业板走势偏强，截至午间收盘，沪指涨0.07%，深成指涨0.75%，创业 板指涨1.36%。 华泰证券认为，短期横盘震荡和向下调整的概率各占一半；如果有调整，会是一件好事——如同5月下 旬和6月下旬的两个调整段，确认了4月反弹的有效性，本次调整将可能确认上周一至周三的三根大阳线 的有效性。在基本面上，依然在中长期对港股创新药保持看好，6月高点大概率不是本轮上涨的终点。 盘面上，题材轮动加速，主要聚焦医药和泛科技两大方向。具体来看，以创新药为首的的医药股再度强 势，塞力医疗3连板；消费电子板块走高，朝阳科技等涨停；商业航天概念拉升，西测测试20%涨停； 算力硬件端走强，胜宏科技续创历史新高；存储芯片概念再度活跃，盈方微、大为股份等多股涨停。下 跌方面，固态电池概念走低，兴业股份跌停，游戏、工程机械、多元金融、港口等板块跌幅居前。 展望后市，光大证券指出，市场整体的趋势和风格并未改变，接下来大概率将继续指数震荡、热点轮 动。 热门板块 1、创新药板块强势 创新药概念股反复活跃，塞力医疗3连板，神州细胞、微芯生物、赛升药业、长春高新、未名医药等跟 涨。 点评：消息面上，近日，在海南文昌卫 ...