今日午盘全市场共59股涨停，连板股总数22只，6股封板未遂，封板率为91%（不含 ST股、 退市股）。 焦点股方面，固态电池概念股 兴业股份10天7板，军工股 长城军工7天6板，稳定币概念股 吉大正元11 天6板，PCB板块的 中京电子7天5板。 ...

盘前要闻 1、AI之后英伟达最大机遇！黄仁勋力捧机器人技术，英伟达股价历史新高 类型：公司 情绪影响：正面 在英伟达年度股东大会上，黄仁勋表示，继人工智能之后，机器人技术是英伟达另一大具有增长潜力的 市场，他重申计算机行业大规模的AI基础设施升级才刚刚开始；隔夜英伟达股价高开高走，最终收涨 4.33%，创下历史新高。 2、何立峰：加快构建全国统一大市场，积极扩大内需提振消费 类型：宏观 情绪影响：正面 国务院副总理何立峰23日至24日在河北调研时指出，要加快构建全国统一大市场，积极扩大内需提振消 费，加快构建房地产发展新模式，因地制宜发展新质生产力，更好推动经济高质量发展。 3、深圳：稳步放宽或取消跨境交付、境外消费等模式下服务贸易限制措施 类型：宏观 情绪影响：正面 美联储主席鲍威尔重申不急于降息，强调高关税带来很大的不确定性，指出美国经济很强劲，在不确定 形势下有理由缓慢行动；不过鲍威尔告诉议员，未来的贸易协议可能会允许美联储考虑降息。 投资日历 国家发改委6月份新闻发布会 投资锦囊 投资锦囊：价值投资策略应该只应用于长期心态，你当前的生活方式不应过分依赖于股市的表现。 深圳印发促进服务消费高质量发展的若 ...

Core Viewpoint - The article highlights significant developments in various sectors, including energy, transportation, finance, and consumer services, indicating a dynamic market environment with new opportunities and challenges for investors. Group 1: Energy Sector - China's first deep-water high-pressure gas field, "Deep Sea No. 1" Phase II project, has been fully put into production, marking the completion of the largest offshore gas field in the country with a maximum daily production capacity of 15 million cubic meters [1][11]. Group 2: Transportation Sector - Cao Cao Travel officially listed on the Hong Kong Stock Exchange, becoming the largest ride-hailing platform in Hong Kong, with a global offering of approximately 44.18 million shares at a price of HKD 41.94 per share [2][18]. - The market for passenger vehicles in China saw retail sales of 1.269 million units from June 1 to June 22, a year-on-year increase of 24%, with new energy vehicles accounting for 690,000 units sold, reflecting a 38% increase [11]. Group 3: Financial Sector - The Ministry of Finance reported that in May, national lottery sales reached CNY 57.036 billion, a year-on-year increase of 19.8%, driven by a rise in sports events boosting sales of betting-type lotteries [4]. - The People's Bank of China conducted a MLF operation of CNY 300 billion, resulting in a net liquidity injection of CNY 1.18 trillion for June, marking the fourth consecutive month of increased liquidity [7]. Group 4: Consumer Services - Shenzhen's municipal government issued measures to promote high-quality service consumption, including support for new business models such as e-sports and live-streaming e-commerce [8]. - IKEA recalled 2,452 units of a garlic press due to the risk of metal fragments detaching, urging customers to stop using the product and seek refunds [18]. Group 5: Corporate Developments - *ST Huamei announced a share transfer agreement where its controlling shareholder will transfer 214 million shares (22.32% of total shares) to Yadong Investment, changing the controlling shareholder to Yadong Investment and the actual controller to the State-owned Assets Supervision and Administration Commission of Jilin Province [3][13]. - New Times Da announced the completion of a share transfer agreement with Haier Group, resulting in Haier becoming the controlling shareholder with 29.24% of the voting rights [21].

Group 1 - Nord Shares' copper foil business for solid-state batteries contributes less than 1% to total revenue, indicating limited impact on overall performance [1] - Xiangtan Electric's subsidiary is collaborating with solid-state battery companies but has not yet generated revenue from this effort [2] - Xingye's phenolic resin for semiconductor photoresist is still in sample testing and has not yet signed supply contracts, thus not affecting company performance [3] Group 2 - Guoxuan High-Tech's solid-state battery technologies are in trial production and testing phases, with no commercial application yet, not significantly impacting overall performance [4] - Tianji's subsidiary has obtained a patent for lithium sulfide and is advancing towards industrialization, though risks remain regarding commercialization [5] - Longpan Technology's subsidiary is developing solid-state battery precursors, currently in testing stages, with no revenue generated yet [6] Group 3 - Sitiwei's major shareholder has reduced holdings by 261.2 million shares, representing 0.65% of total shares [7] - *ST Huamei's controlling shareholder is transferring shares to raise funds, changing the controlling entity to Jilin Provincial State-owned Assets Supervision and Administration Commission [8] - Zhina Compass confirms normal operations with no undisclosed significant matters affecting stock performance [9] Group 4 - Anlu Technology's major shareholder has reduced holdings to 5.94% after selling 3.29 million shares [10] - *ST Yazhen warns of potential stock trading anomalies and may apply for a trading suspension if necessary [11] - Hailian Jinhui is in the process of transferring ownership of a third-party payment business [12] Group 5 - Changchuan Technology expects a net profit increase of 67.54% to 95.46% for the first half of 2025, driven by strong demand in the integrated circuit industry [13]

证券代码：603928 证券简称：兴业股份 公告编号：2025-027 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 6 月 23 日、6 月 24 日、6 月 25 日连续三个交易日收盘价格涨幅偏离值累计达 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。 ●公司股票自 2025 年 6 月 19 日至 2025 年 6 月 25 日，已连续 5 个交易日 涨停。截止 2025 年 6 月 25 日收盘，公司 6 月份股价累计涨幅为 82.44%。根据 证监会行业分类，公司所属"化学原料和化学制品制造业"，公司在中证指数 有限公司查询的最新（数据统计至 2025 年 6 月 24 日）行业静态市盈率为 23.98 倍，公司当前（数据统计至 2025 年 6 月 24 日）的最新市盈率为 107.50 倍，公司市盈率已严重偏离行业平均水平。公司股价短期涨 ...

苏州兴业材料科技股份有限公司： 关于对苏州兴业材料科技股份有限公司 股票交易异常波动询问函的回复 王进兴 王泉兴 本人已于 2025 年 6 月 25 日收到贵司发来的《苏州兴业材料科技股份有限公 司股票交易异常波动询问函》，经认真核实，现回复如下： 本人作为苏州兴业材料科技股份有限公司实际控制人之一，截至本询问函签 署之日，本人不存在影响公司股票交易异常波动的重大事项，不存在筹划涉及上 市公司的重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股 权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 特此回复！ （以下无正文） （本页无正文，为《关于对苏州兴业材料科技股份有限公司股票交易异常波动询 问函的回复》的签字页) 实际控制人签字: 曹连英 头几相比 沈根珍 2025年 6月25日 ...

Group 1 - The core point of the article is that Xingye Co., Ltd. is currently in the sample testing phase for its phenolic resin business used in semiconductor photoresists, and has not yet signed any supply contracts [1] - The company's stock has experienced a significant price fluctuation, with a cumulative increase of 20% over three consecutive trading days, which is classified as an abnormal trading situation [1] - The company confirms that its production and operations are normal and that there are no major events affecting the abnormal stock price fluctuations [1] Group 2 - The phenolic resin business related to semiconductor photoresists has not generated any sales revenue yet, and its future progress remains uncertain [1] - The company has stated that it does not have any undisclosed major information that should be disclosed [1]

Group 1 - The core viewpoint of the articles highlights a significant surge in the stock market, particularly in the "连板股" (consecutive limit-up stocks), with a promotion rate exceeding 50% [1] - On June 25, a total of 68 stocks hit the daily limit, with 21 consecutive limit-up stocks, and 8 of them achieved three consecutive limit-ups or more [1] - The financial sector experienced a notable breakout, leading the index to rise over 1%, reaching a new high for the year [1] Group 2 - Notable stocks include 诺德股份 (Nord Shares) achieving a 7 consecutive limit-up streak, while 兴业股份 (Xingye Shares) and 湘潭电化 (Xiangtan Electric) both reached 5 consecutive limit-ups [1] - The promotion rates for various stocks indicate strong performance, with 诺德股份 and 湘潭电化 both achieving a 100% promotion rate from 6 to 7 and 4 to 5 consecutive limit-ups respectively [2] - The overall market saw over 3900 stocks rising, with nearly 100 stocks increasing by over 9% [1]

Group 1 - The concept of solid-state batteries is gaining momentum, leading to significant stock price increases for companies such as Saiwu Technology, Dadongnan, Tianji Co., Longpan Technology, and Xiangtan Electric [1] - Several other companies, including Qiba Technology, Liande Equipment, Xingye Co., Yinglian Co., Liyuanheng, and Funeng Technology, are also experiencing stock price rises [1] Group 2 - Dark pool funds are flowing into these stocks, indicating increased investor interest and potential market activity [2]

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index increasing by 1.15%, the Shenzhen Component Index by 1.68%, and the ChiNext Index by 2.3%. The North Star 50 Index saw a significant rise of 3.65%. The total market turnover reached 1,447.9 billion yuan, an increase of 301.1 billion yuan compared to the previous day. Over 4,700 stocks in the market experienced gains [1]. Sector Performance - The solid-state battery, robotics, autonomous driving, and automotive parts sectors led the gains, while the oil, natural gas, port shipping, precious metals, and nuclear pollution prevention sectors faced declines [1]. - Solid-state battery concept stocks surged in the afternoon, with companies like Liyuanheng, Huasheng Lithium Battery, and Xinde New Materials hitting the daily limit [1]. - The automotive parts sector also showed strength, with stocks such as Zhaofeng Co., Xingyuan Zhuomai, and Liancheng Precision reaching the daily limit [1]. - The gaming sector was active in the morning, with stocks like Ice Glacier Network and Electric Soul Network hitting the daily limit [1]. - Conversely, the oil and natural gas sector saw significant adjustments, with companies like Intercontinental Oil and Beiken Energy hitting the daily limit down [1]. - The port shipping sector also declined, with stocks like China Merchants Nan Oil and Xingtong Co. closing at the daily limit down [1]. Notable Stocks - Nord Shares (600110) achieved a six-day consecutive limit-up [2]. - Xiangtan Electric (002125) and Xingye Shares (603928) recorded four consecutive limit-ups [3]. - Several stocks achieved three consecutive limit-ups, including Yinglian Shares (002846) and Zhejiang Dongri (600113) [4]. Hot Sectors - The New Energy Vehicle sector topped the list, with 28 stocks hitting the daily limit and six stocks achieving six consecutive limit-ups, including Nord Shares and Xingye Shares [5]. - The BYD concept sector followed, with 21 stocks hitting the daily limit and seven stocks achieving six consecutive limit-ups [6]. - The lithium battery concept sector also performed well, with 17 stocks hitting the daily limit and seven stocks achieving six consecutive limit-ups [7]. Emerging Trends - The solid-state battery sector is experiencing a surge in activity, with several upcoming conferences and announcements from major manufacturers, including Guoxuan High-Tech and Ion Storage Systems [10]. - In the autonomous driving sector, Tesla has launched a Robotaxi service in Austin, Texas, marking a significant milestone in its autonomous driving business [11]. - The gaming sector remains active, with stocks like Ice Glacier Network and Electric Soul Network showing strong performance [12]. - The PC monitor market in China is expected to see significant growth, particularly in the gaming monitor segment, which experienced a 56% year-on-year increase in shipments in the first quarter of 2025 [13].