龙虎榜机构热股 6月23日，公司互动平台表示，DDR4价格上涨对公司业绩有积极作用。 龙虎榜知名游资 一、区块链 恒宝股份 个股龙虎榜 今天机构龙虎榜上榜27只个股，净买入13只，净卖出14只。当日机构买入最多的个股前三位是：微芯生物（8674万）、神州细胞（4601万）、大为股份 （4330万）。 | 上榜热股 | 实时涨跌幅♀ 买/卖家数♦ | | | --- | --- | --- | | 微芯生物 688321.SS | +15.64% | 1/0 | | 神州细胞 688520.SS | +16.66% | 3/0 | | 大为股份 002213.SZ | +10.00% | 1/2 | 大为股份 龙虎榜显示，今日1家机构净买入4330万。 开源证券认为，稳定币相对传统跨境支付体系具有高效、低成本、透明等优势。时效性上，现有的银行跨境汇款通常需要长达5个工作日才能结算，其中基 于跨境银行间通信系统的数字支付，大约30%的汇款需要一天以上的时间才能完成；基于区块链的跨境支付，100%的交易都会在不到1小时内完成。 二、航运 宁波海运 个股龙虎榜 首批参与中国人民银行数字货币研究所"数字人民币试点"工作 ...

兴通海运股份有限公司（以下简称"公司"）股票于 2025 年 6 月 20 日、 6 月 23 日连续两个交易日收盘价格涨幅偏离值累计超过 20%，根据《上海证券 交易所交易规则》的有关规定，属于股票交易异常波动的情况。 经公司自查并向公司控股股东、实际控制人书面问询核实，截至本公告 披露日，除公司已披露事项外，确认不存在应披露而未披露的重大事项或重要信 息。 风险提示：公司股票价格短期波动较大，敬请广大投资者注意二级市场 交易风险，审慎决策，理性投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 6 月 20 日、6 月 23 日连续两个交易日收盘价格涨幅偏 离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动的情况。 证券代码：603209 证券简称：兴通股份 公告编号：2025-054 兴通海运股份有限公司 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： 二、公司关注并核实的相关情况 针对公司股票异常波动情况，公司对有关事项进行了核查， ...

兴通股份（603209）发布异动公告，经公司自查，公司目前生产经营活动一切正常。市场环境、行业政 策没有发生重大调整，生产成本和销售等情况没有出现大幅波动，内部生产经营秩序正常。 ...

1、行情 指数今天小幅低开高走。 题材方面，油气板块集体高开，山东墨龙7连板，茂化实华3连板，渤海化学、神开股份、准油股份、泰山石油纷纷涨停； 港口、航运板块也携手高开，宁波海运、兴通股份2连板，宁波海运、招商南油（炸）、南京港、连云港涨停； 固态电池全天单边走高，诺德股份5连板，湘潭电化3连板，英联股份2连板，金龙羽、泰和科技（20CM）、光华科技、腾远钴业（20CM炸） 先后涨停，信宇人、海科新源涨超10%； 数字货币、跨境支付板块单边走强并于午后加速，吉大正元、海联金汇、神州信息于上午先后涨停；午后，恒宝股份、四方精创（20CM）、 优博讯（20CM回封）、中科金财、天源迪科（20CM摸板）涨停，拉卡拉、先进数通、汇金股份、雄帝科技、法本信息、华峰超纤等均一度 涨超10%； 此外，石墨烯、AI医疗、军工、PCB、PET铜箔等概念均有局部强势表现。 半导体板块开盘走强，中晶科技、大为股份、波长光电（20CM）等纷纷涨停，扬帆新材、芯导科技、炬光科技、晶方科技、精测电子、台基 股份、大港股份等集体大涨； 不过早盘仅有局部个股发力，吉大正元、海联金汇、神州信息先后涨停，优博讯、先进数通等盘中涨超10%。 直到 ...

一、行情回顾 二、当日热点 1.区块链 区块链概念今日再度大涨，安妮股份、浙江东日、恒宝股份等再度涨停。四方精创一度涨停，再创历史新高。 证券时报6月23日发布头版头条文章《顺应稳定币浪潮 主动作为助推人民币国际化》，文章提到，稳定币浪潮正向全球袭来，对于正在积极提升人民币国际 化地位的中国，主动监管稳定币并顺势而为加速人民币国际化或许是更优解。 此外，在中国人民银行和香港金融管理局的共同推动下，跨境支付通22日正式上线，标志内地与香港快速支付系统实现互联互通，今后两地居民可实时办理 跨境汇款。当天，全国首笔跨境支付通汇款业务落地深圳。 当地时间6月20日，"稳定币第一股"Circle延续疯狂涨势，再度飙升逾20%至240.28美元，自IPO以来累计涨幅超650%。在美国参议院通过GENIUS法案后， 连续第二个交易日大涨。 市场全天低开高走，三大指数集体上涨。稳定币概念股再度大涨，恒宝股份、海联金汇等多股涨停。航运板块全天强势，宁波海运、兴通股份等封板。油气 股再度爆发，山东墨龙、准油股份等涨停。银行股继续走强，工商银行、建设银行等多股创新高。个股涨多跌少，沪深京三市超4400股飘红，今日成交1.15 万亿 ...

Core Viewpoint - The oil shipping market is experiencing a surge in freight rates due to geopolitical tensions in the Middle East, particularly concerning the Strait of Hormuz, which could lead to a sustained increase in oil transportation costs [1][2]. Group 1: Oil Shipping Market Dynamics - If the Strait of Hormuz is closed, oil shipping rates are expected to continue rising, with VLCC daily charter rates likely to remain above $50,000 per day, indicating a high-level fluctuation [1]. - The Baltic Dirty Tanker Index (BDTI) shows a significant increase, with the TD3C TCE reaching $57,758 per day as of June 19, up approximately 154% from $22,764 per day on June 12 [1]. - Companies like Zhongyuan Shipping and China Merchants Energy have a significant portion of their VLCC fleet operating in the Middle East, with Zhongyuan Shipping reporting a 53% operational day share in this region [2]. Group 2: Alternative Shipping Routes - The market is exploring alternative shipping routes, such as the Saudi East-West pipeline and routes through the Suez Canal, which may also lead to increased freight costs due to longer travel distances and regional instability [2]. - Adjustments in shipping demand may occur if trade flows change due to the Middle East situation, prompting companies to reposition their fleets to areas with higher cargo demand, such as West Africa and South America [2]. Group 3: Shipping Companies' Responses - Major shipping companies like Maersk and CMA CGM are currently maintaining operations in the Middle East but are closely monitoring the situation for any necessary adjustments to their routes and safety protocols [3].

【导读】市场回暖，低开高走 A股低开高走 6月23日，亚洲市场早盘遭遇些许恐慌情绪，中东战火蔓延以及石油供应中断将对东亚石油进口国造成冲击，但随后情绪转暖，股市投资者 似乎并不太担心。 A股市场全天低开高走，三大指数集体上涨。截至收盘沪指涨0.65%，深成指涨0.43%，创业板指涨0.39%。 市场共4446只个股上涨，84只个股涨停，844只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | 84 | | | 涨幅 > 7% | 150 | | | 涨幅 5-7% | 163 | | | 涨幅 3-5% | 629 | | | 涨幅 0-3% | | 3504 | | 跌幅 0-3% | 776 | | | 跌幅 3-5% | 45 | | | 跌幅 5-7% | 15 | | | 跌幅 > 7% | 8 | | | 其中 跌停 | 1 | | | 上涨家数 | | 4446 | | 下跌家数 | 844 | | | 平盘停牌 | 130 | | | 总品种数 | | 5420 | | 总成交额 | | 11469.22亿 | | 总成交量 | | ...

【导读】市场回暖，低开高走 中国基金报记者 泰勒 兄弟姐妹们啊，今天的市场低开高走，情绪回暖，一起看看发生了什么事情。 A股低开高走 6月23日，亚洲市场早盘遭遇些许恐慌情绪， 中东战火蔓延以及石油供应中断将对东亚石油进口国造成冲击 ，但 随后情绪转 暖， 股市投资者似乎并不太担心。 A股市场全天低开高走，三大指数集体上涨。截至 收盘沪指涨0.65%，深成指涨0.43%，创业板指涨0.39%。 银行股继续走强，工商银行、建设银行等多股创新高。 为何今天市场低开高走？有分析指出，美国加入以色列和伊朗之间的战争，乍看之下似乎是一个会引发市场暴跌的地缘政治热 点。然而，投资者对此次局势升级基本不以为意，许多策略师认为冲突是可控的，甚至对某些风险资产而言可能是利好。 市场共4446只个股上涨，84只个股涨停，844只个股下跌。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 84 | | 涨幅 > 7% | 150 | | 涨幅 5-7% | 163 | | 涨幅 3-5% | 629 | | 涨幅 0-3% | 3504 | | 跌幅 0-3% | 776 | | 跌幅 3-5% ...

Market Overview - As of June 23, the Shanghai Composite Index rose by 0.65% to 3381.58 points, while the Shenzhen Component Index increased by 0.43% to 10048.39 points, and the ChiNext Index gained 0.39% to 2017.63 points [1][2]. Stock Performance - Over 4400 stocks in the market experienced gains, indicating a bullish sentiment overall [4]. - The cross-border payment sector saw significant strength, with stocks like Youbuxun and Sifang Chuangxin hitting the daily limit up of 20%, while others like Shenzhou Information and Jida Zhengyuan also reached the limit up [5]. - The port and shipping sector performed strongly, with stocks such as Ningbo Shipping and Ningbo Ocean hitting the daily limit up [6]. - Oil and gas stocks were active, with Huai Oil shares hitting the daily limit up, and others like Beiken Energy and Tongyuan Petroleum rising by 7% [7]. Capital Flow - Main capital inflows were observed in sectors such as electronics, electrical equipment, basic chemicals, and computers, while outflows were noted in food and beverage, public utilities, and steel sectors [9]. - Specific stocks that saw net inflows included Tianyuan Dike with 626 million yuan, Rongfa Nuclear Power with 477 million yuan, and Zhongyida with 356 million yuan [10]. - Conversely, stocks like Tianfu Communication, Xinyi Sheng, and Zhongji Xuchuang faced net outflows of 678 million yuan, 581 million yuan, and 497 million yuan respectively [11]. Institutional Insights - CITIC Securities noted that the external environment remains turbulent, leading to high market rotation and a preference for certainty. They suggest focusing on sectors with potential earnings surprises and those at low levels, particularly in consumer electronics and semiconductor materials [13]. - Everbright Securities indicated that the A-share market is currently in a range-bound pattern, which is expected to continue, along with a likely continuation of the rotation of market hotspots [13].

Market Performance - The Shanghai Composite Index rose by 0.65%, the Shenzhen Component Index increased by 0.43%, and the ChiNext Index gained 0.39% on June 23 [1] - The total trading volume in the two markets reached 1.12 trillion yuan [2] Stock Movement - Over 4,400 stocks in the market experienced gains, indicating a bullish sentiment [4] - Sectors such as cross-border payment, port shipping, military information technology, digital currency, and oil & gas saw significant increases, while a few sectors like liquor experienced declines [5] Sector Highlights - Cross-border payment stocks showed strong performance, with companies like UboXun and Sifang Jingchuang hitting the 20% daily limit, and others like Shenzhou Information and Jida Zhengyuan also reaching the limit [6] - The port shipping sector performed robustly, with stocks such as Ningbo Shipping and Ningbo Ocean hitting the daily limit [6] - Oil and gas stocks were active, with Huai Oil hitting the daily limit and others like Beiken Energy and Tongyuan Petroleum rising by 7% [6] Capital Flow - Main funds saw net inflows in sectors like electronics, electric equipment, basic chemicals, and computers, while there were net outflows in food and beverage, public utilities, and steel sectors [7] - Specific stocks such as Tianyuan Dike and Rongfa Nuclear Power received net inflows of 626 million yuan and 477 million yuan respectively, while stocks like Tianfu Communication faced net outflows of 678 million yuan [7] Institutional Insights - CITIC Securities noted that the external environment remains turbulent, leading to high market rotation and a preference for certainty, suggesting a focus on sectors with potential earnings surprises [8] - China Galaxy Securities projected a potential upward trend in the A-share market by the second half of 2025, driven by supply-side reforms and capital market reforms [8]