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突破3450点 沪指创出年内新高
Mei Ri Shang Bao· 2025-06-25 22:56
Group 1 - The A-share market has seen a significant influx of capital, with major indices rising over 1%, and the Shanghai Composite Index reaching a new high for the year at 3455.97 points [1][2] - The multi-financial sector, including brokerage and banking stocks, has performed exceptionally well, with several stocks hitting their daily limit up [1][2] - Military equipment stocks have gained traction, driven by geopolitical factors and recent military successes, with multiple stocks experiencing substantial increases [2][3] Group 2 - Goldman Sachs maintains a bullish outlook on Chinese assets, projecting a target of 4600 points for the CSI 300 index, indicating a potential upside of approximately 10% [4] - The market sentiment has improved significantly, with trading volumes increasing, providing support for a potential rebound [4][5] - The recent policies aimed at stabilizing and activating capital markets are expected to benefit the securities sector, suggesting a positive trend for the industry [5]
金融股大幅拉升 沪指再度站上3400点
Bei Jing Qing Nian Bao· 2025-06-25 18:24
Market Performance - The market experienced a strong upward trend, with the Shanghai Composite Index closing at 3455.97 points, marking a new high for the year, and the ChiNext Index rising nearly 3% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.6 trillion yuan, an increase of 188.2 billion yuan compared to the previous trading day [1] Sector Performance - Financial stocks continued to surge, with major banks like ICBC, ABC, BOC, and CCB reaching historical highs [2] - The military industry stocks also performed well, with over 10 stocks, including Great Wall Industry, hitting the daily limit [2] - Chip stocks saw fluctuations, with Taiji Co. hitting the daily limit of 20% [2] - In contrast, oil and gas stocks continued to adjust, with Zhun Oil Co. facing consecutive daily limits [2] Investment Outlook - A positive outlook for A-share funding is anticipated, with long-term capital inflows increasing and ETF sizes steadily growing, providing significant support [3] - The market is expected to present a steady upward trend in the second half of the year, with a focus on large-cap stocks and growth opportunities [3] - Structural opportunities are highlighted in four main areas: safe assets, technological innovation, consumer goods, and mergers and acquisitions [3] Economic Context - The domestic economy is generally stable, but the end of the tariff suspension period in July and August may reveal the impact of exports on economic performance [4] - The importance of domestic demand is emphasized, with potential policy adjustments expected after August [4] - The market's ability to maintain stability above the 3400-point level is crucial, with ongoing monitoring of external factors and the performance of the financial sector [4]
国防军工行业今日涨3.36%,主力资金净流入43.28亿元
Zheng Quan Shi Bao Wang· 2025-06-25 11:28
沪指6月25日上涨1.04%,申万所属行业中,今日上涨的有28个,涨幅居前的行业为非银金融、国防军 工,涨幅分别为4.46%、3.36%。国防军工行业位居今日涨幅榜第二。跌幅居前的行业为煤炭、石油石 化、交通运输,跌幅分别为1.00%、0.57%、0.21%。 资金面上看,两市主力资金全天净流入71.38亿元,今日有10个行业主力资金净流入,非银金融行业主 力资金净流入规模居首,该行业今日上涨4.46%,全天净流入资金123.13亿元,其次是计算机行业,日 涨幅为2.99%,净流入资金为67.93亿元。 主力资金净流出的行业有21个,医药生物行业主力资金净流出规模居首,全天净流出资金23.26亿元, 其次是电力设备行业,净流出资金为22.87亿元,净流出资金较多的还有基础化工、通信、有色金属等 行业。 国防军工行业今日上涨3.36%,全天主力资金净流入43.28亿元,该行业所属的个股共139只,今日上涨 的有133只,涨停的有10只;下跌的有6只,跌停的有1只。以资金流向数据进行统计,该行业资金净流 入的个股有105只,其中,净流入资金超亿元的有11只,净流入资金居首的是中兵红箭,今日净流入资 金7.40亿元 ...
揭秘涨停丨固态电池新龙头,7连板!
Zheng Quan Shi Bao Wang· 2025-06-25 10:50
(原标题:揭秘涨停丨固态电池新龙头,7连板!) 龙头点睛:牛市旗手大幅上涨 1.券商 涨停个股:国盛金控、天风证券、湘财股份 今日(6月25日),上证指数报收3455.97点,上涨1.03%;深证成指收于10393.72点,上涨1.72%。不含未开板新股,今日可交易A股中,收盘封死 涨停的有79只,跌停的有7只。另外,31股封板未遂,整体封板率为71.82%。 涨停战场:固态电池新龙头7连板 据证券时报•数据宝统计,收盘涨停个股中,主板有64只,北交所3只,创业板11只,科创板1只。从所属行业来看,计算机、非银金融、国防军工 行业上榜个股分别有11只、9只、9只。 从连续涨停天数看,诺德股份已连收7个涨停板,连板数量最多,近日该股连发多条公告提示风险。公司表示,2025年推出了双面镀镍铜箔,目前 已适配半固态/固态电池技术;公司自主研发的材料已小批量送样到头部电池企业测试;铜箔业务应用于固态电池领域的收入占公司总营业收入不 足1%,对公司整体业绩的贡献较小。 以封单金额计算,新通联、天风证券、国盛金控等涨停板封资金最多,分别有6.05亿元、3.74亿元、2.77亿元。从封单力度来看,新通联、吉大正 元、瑞玛精 ...
国际局势持续紧张,军工板块机会真的来了吗?
Sou Hu Cai Jing· 2025-06-25 10:41
Group 1 - The military industry sector in A-shares has seen a significant rise, with stocks such as Wanlima and Guorui Technology hitting the daily limit, driven by low correlation with traditional assets and increased demand for military exports due to international conflicts [1] - Military trade exports are expected to grow by 30%, with projections indicating that by 2025, military export value could exceed $22 billion, as Middle Eastern countries begin to assess Chinese equipment [1] - The ongoing international conflicts, including the recent Israel-Iran tensions, have created a high-risk environment, prompting a shift of funds from high-risk sectors like consumer and technology to military and gold assets [6] Group 2 - The military sector not only serves as a safe haven but also exhibits high growth potential, particularly in emerging fields such as drones and satellite internet, with companies like Boeing reporting a 45% year-on-year revenue increase in their space military segment [7] - The military sector's performance is influenced by geopolitical developments, with potential for rapid fund withdrawal if conflicts ease, as seen during the temporary ceasefire in the Russia-Ukraine conflict where military stocks fell by over 20% [8] - The military industry is characterized by a dual nature, where while it serves as a refuge during instability, it is also susceptible to market volatility and dependency on government contracts, which could impact profit expectations if military spending slows [8]
11.55亿主力资金净流入,兵装重组概念涨8.60%
Zheng Quan Shi Bao Wang· 2025-06-25 10:35
Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase of 8.60%, leading the concept sector in terms of growth [1][2] - Within the military equipment restructuring concept, seven stocks experienced gains, with notable performances from Zhongguang Optical, Hunan Tianyan, and Changcheng Military Industry, which hit the daily limit [1][2] - The main inflow of funds into the military equipment restructuring concept amounted to 1.155 billion yuan, with major stocks receiving substantial net inflows, particularly Construction Industry, which attracted 397 million yuan [2][3] Group 2 - The top three stocks in terms of net inflow ratio were Zhongguang Optical, Construction Industry, and Hunan Tianyan, with net inflow ratios of 31.29%, 25.28%, and 12.74% respectively [3] - The daily trading performance of key stocks in the military equipment restructuring concept included Construction Industry rising by 9.99%, Changcheng Military Industry by 10.00%, and Hunan Tianyan by 10.00% [3] - The overall market performance showed that the military equipment restructuring concept was the only sector with a positive return, while other sectors like combustible ice and internet insurance experienced declines [2]
军民融合概念涨2.90%,主力资金净流入125股
Zheng Quan Shi Bao Wang· 2025-06-25 10:33
Core Viewpoint - The military-civilian integration concept has shown a significant increase, with a rise of 2.90%, ranking 9th among concept sectors, indicating strong market interest and investment potential in this area [1][2]. Market Performance - As of June 25, 200 stocks within the military-civilian integration sector experienced gains, with notable stocks such as Wanlima and Guorui Technology reaching a 20% limit up [1]. - Key performers included Zhongbing Hongjian, Zhongtian Rocket, and Taihao Technology, all hitting the limit up, while leading gainers were Xincheng Technology, Guoke Military Industry, and Huqiang Technology, with increases of 25.62%, 14.06%, and 13.48% respectively [1]. - Conversely, stocks like Zhongjing Electronics, *ST Wanfang, and Xiangyang Bearing faced declines of 5.77%, 5.04%, and 2.82% respectively [1]. Capital Inflow - The military-civilian integration sector attracted a net inflow of 38.22 billion yuan from major funds, with 125 stocks receiving net inflows, and 12 stocks exceeding 1 billion yuan in net inflow [2]. - Zhongbing Hongjian led the net inflow with 7.40 billion yuan, followed by Jianshe Industry, Changcheng Military Industry, and Taihao Technology with net inflows of 3.97 billion yuan, 3.40 billion yuan, and 3.07 billion yuan respectively [2]. Fund Flow Ratios - Top stocks by net inflow ratio included Taihao Technology, Zhongguangxue, and Zhongbing Hongjian, with ratios of 33.60%, 31.29%, and 29.32% respectively [3]. - The military-civilian integration concept saw significant trading activity, with stocks like Zhongbing Hongjian and Jianshe Industry showing high turnover rates of 9.75% and 15.38% respectively [3]. Summary of Key Stocks - Notable stocks in the military-civilian integration sector included: - Zhongbing Hongjian (10.02% increase, 29.32% net inflow ratio) [3] - Jianshe Industry (9.99% increase, 25.28% net inflow ratio) [3] - Changcheng Military Industry (10.00% increase, 12.51% net inflow ratio) [3] - Taihao Technology (10.00% increase, 33.60% net inflow ratio) [3]
624新一轮行情启动,阅兵牛号角吹响,放水牛可期
格隆汇APP· 2025-06-25 10:29
大A真的是越来越给力了! 今天大盘直接三连阳一举突破3450点,成交量更是 夸张,一下子站上了 1.6 万亿,新一轮行 情算是明明白白地启动了。 今天我们就来重点分析一下行情启动逻辑和接下来的上车机会。 再看看互联网金融股,今天也是涨势汹汹。周二大金融 + 大科技集体走强,继前一日大涨逾 4% 后, 今天互联网金融 板块再度上涨 3 .49 % 。成份股大面积飘红,其中权重个股东方财 富涨近 10% , 同花顺大涨 14.49% , 国盛金控、天利科技二连板,指南针等多股首板涨 停。 互金与科技交相呼应,这妥妥的牛市行情剧本,同花顺可以看做每次行情启动期的散户FOMO 股(坊间流传:遇事不决同花顺) 一、 阅兵概念强势爆发,军工板块集体狂欢 先说说这阅兵概念, 6 月 24 日国新办发布会确认, 9 月 3 日将举行阅兵,参阅的所有装备 均为国产现役主战装备,在展示新一代传统武器装备的基础上,也安排部分无人智能、水下作 战、网电攻防、高超声速等新型作战力量参阅。这消息一出来,就像一颗重磅炸弹,直接引爆 了军工板块。 从盘面来看, 6 月 25 日午后,国防军工板块延续涨势,涨幅位居全行业 ( 申万一级 ) 第 ...
全线大涨!这些股票,爆发
Huan Qiu Wang· 2025-06-25 09:52
6月25日,A股三大指数集体上涨,截至收盘,上证指数涨1.03%,深证成指涨1.72%,创业板指涨 3.11%;北证50涨1.38%。两市成交额约1.6万亿元,较前一个交易日放量约1881.75亿元。全市场近4000 只股票上涨。 从盘面上看,大金融领涨,券商、金融科技方向爆发;稳定币、军工、AI应用、算力、固态电池、无 人驾驶概念股活跃。 热点方面,炒股软件爆发,指南针、财富趋势、同花顺、东方财富、大智慧涨幅均超10%。 转自:央视财经 券商持续爆发,国盛金控、天风证券、南华期货、湘财股份等多只股票涨停,国泰海通涨超9%。 军工概念持续上涨。新余国科、中兵红箭、中天火箭、航发科技、长城军工、泰豪科技涨超10%。 消息面上,6月24日,中国人民银行、国家发展改革委、财政部、商务部、金融监管总局、证监会联合 发布《关于金融支持提振和扩大消费的指导意见》,从支持增强消费能力、着力提升金融机构专业化服 务能力、加大消费重点领域金融支持、强化消费基础设施和流通体系的金融支持、加强基础金融服务优 化消费环境等方面提出19条具体举措,为更好发挥消费对经济发展的基础性作用提供有力支撑。(新闻 链接:重大利好!六部门重磅发布 ...
午后,全线爆发!
Zheng Quan Shi Bao· 2025-06-25 09:28
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! A股今日(6月25日)再度强势上扬,沪指午后涨超1%创年内新高,创业板指大涨超3%;港股亦走强, 恒生指数、恒生科技指数均涨超1%。 具体来看,两市主要股指早盘窄幅震荡,午后在金融、地产等板块的带动下强势拉升,截至收盘,沪指 涨1.03%报3455.97点,深证成指涨1.72%报10393.72点,创业板指涨3.11%报2128.39点,沪深北三市合计 成交16402亿元,较此前一日增加逾1900亿元。 场内超3900股飘红,券商板块大幅走高,东方财富涨超10%,全日成交超330亿元,成交额位居A股首 位;国盛金控、湘财股份连续两日涨停;互联金融概念爆发,汇金股份(维权)、天利科技、指南针等 涨停;军工板块强势,北方长龙、长城军工、中天火箭等均涨停;半导体板块拉升,泰凌微、台基股份 20%涨停;石油板块再度下挫,准油股份、茂化实华跌停。 港股方面,国泰君安国际暴涨约200%,弘业期货涨超30%,招商证券、国联民生等涨超10%。 大金融爆发 券商、期货、保险、银行等板块集体走高。截至收盘,券商板块方面,东方财富涨超10%,国盛金控、 湘财 ...