6月23日，A股三大指数集体低开。截至发稿，创业板指和深证成指翻红。北证50指数涨近0.5%，科创50指数涨近1%。 盘面上，油气、航运等题材走强；机器人、短剧、IP经济、EDA、算力、稀土永磁、AI应用概念股走弱。 恒生指数和恒生科技指数低开。京东集团-SW跌近2%领跌蓝筹。油气股涨幅居前，山东墨龙（002490）、MI能源一度 涨近15%。三只新股今日上市，药捷安康-B盘中大涨逾72%，佰泽医疗涨超22%。 亚太市场方面，日经225指数、韩国综合指数、新加坡海峡指数、澳洲标普200指数下跌近1%。 油气股、航运股活跃 早盘，油气股再度活跃，茂化实华（000637）3连板，神开股份（002278）涨停，科力股份、新锦动力（300157）、通 源石油（300164）等涨幅居前。消息面上，早盘WTI原油主力期货一度涨超6%。 港股方面，航运及港口股也逆势走高,截至发稿，德翔海运涨超17%,中远海能、象兴国际涨超7%。 消息面上，据央视新闻报道，伊朗议会国家安全委员会委员库萨里表示，伊朗议会已得出结论，认为应关闭霍尔木兹海 峡，但最终决定权在伊朗最高国家安全委员会手中。 有色钴概念股拉升 有色钴概念股震荡走强，截 ...

Market Overview - A-shares opened lower but rebounded, with all three major indices turning positive. As of 9:42 AM, the Shanghai Composite Index rose by 0.03%, the Shenzhen Component Index increased by 0.14%, and the ChiNext Index gained 0.11% [1] Geopolitical Impact - The geopolitical situation is escalating, with the U.S. bombing Iranian nuclear facilities and Iran's parliament supporting the closure of the Strait of Hormuz, leading to a near 6% increase in crude oil prices. Despite external geopolitical pressures, the market's decline has been limited, indicating strong support from market participants [1][10] Sector Performance Shipping and Port Stocks - Shipping and port stocks saw significant gains, with Ningbo Shipping and Xingtong Co. both hitting the daily limit up. Other stocks like COSCO Shipping Energy and China Merchants Energy also experienced upward movement [2][3] Cross-Border Payment Stocks - Cross-border payment stocks surged, with Jida Zhengyuan hitting the daily limit up. Other stocks such as Lakala and Huafeng Super Fiber rose over 5% [4][5] Solid-State Battery and Cobalt Stocks - Solid-state battery concepts continued to perform strongly, with Xiangtan Electrochemical achieving three consecutive limit-up days. Cobalt-related stocks also saw gains, with Tengyuan Cobalt rising over 15% [1] Institutional Insights - Guotai Junan believes that after short-term risk release, the core contradiction in the Chinese stock market remains internal rather than external, maintaining a more optimistic view than consensus [2][8] - CITIC Securities notes that recent adjustments in Hong Kong stocks have affected A-share sectors, with a focus on new consumption and innovative pharmaceuticals [7] - Dongfang Securities highlights that while external geopolitical factors are impacting the market, the decline has been limited, suggesting a potential shift towards technology growth styles [10]

明日主题前瞻 1、钴 | 刚果（金）公布，2025年6月21日起，战略矿产市场监管局(ARECOMS)董事会采取了重大监管措施，鉴于市场上库存量持续高企，已决定将临时禁 令的期限自本决定生效之日起再延长三个月，适用于刚果所有源自采矿的钴出口，无论其来自工业、半工业、小规模还是手工开采。2025年2月22日当地出 台暂停钴出口的第001/ARECOMS/2025号决定。 点评：USGS数据显示，2024年全球钴矿产量约为28.8万金属吨，其中刚果（金）钴矿产量约为22万金属吨，同比增长约25%，全球市场占比达到76.4%。随 着本次钴原料禁令再次延长3个月，刚果（金）禁止钴原料出口时间达7个月，至少将影响今年全球钴原料供应达10万金属吨以上，或将造成国内钴原料供应 短缺的局面。国信证券认为，从全年维度来看，对钴价持乐观态度，预计国内电钴价格有望重回25万元/吨上方运行。另外从长期来看，刚果（金）可能实 施钴出口配额来提升对于钴的定价权，钴价中枢有望抬升。 2、跨境支付 | 6月22日，"跨境支付通"正式上线，标志着内地与香港快速支付系统已实现互联互通，今后两地居民可实时办理跨境汇款。当日，全国首笔跨 境支付通内 ...

从盘面上看，白酒、光刻机、固态电池、港口航运等板块逆势活跃。申万一级行业中，交通运输、食品 饮料、银行行业上涨，涨幅分别为0.88%、0.73%、0.69%；传媒、计算机、石油石化行业跌幅居前，分 别下跌1.91%、1.79%、1.71%。 交通运输板块中，宁波海运（600798）、天顺股份（002800）、兴通股份（603209）等多股涨停，渤海 轮渡（603167）涨逾6%，海汽集团（603069）涨逾5%。其中，宁波海运、天顺股份等均在早盘被直线 拉升至涨停。消息面上，Clarksons Research数据显示，从海湾地区到中国的一艘超大型原油运输船的租 用价格，从上周三的19998美元/日，飙升至本周三的47609美元/日，油轮租赁价格已翻倍。 银行板块中，厦门银行（601187）、杭州银行（600926）、浦发银行等均涨逾2%，浦发银行、南京银 行、兴业银行等多只银行股股价创历史新高。 6月20日，A股市场震荡调整，三大指数均下跌，创业板指下跌0.84%，交通运输、食品饮料、银行等行 业板块逆势上涨，浦发银行、南京银行、兴业银行等多只银行股股价创历史新高。整个A股市场超1500 只股票上涨，逾50 ...

兴通海运股份有限公司 2025 年第二次临时股东大会会议资料 股票代码：603209 中国●泉州 二Ο二五年七月 | | | | 兴通海运股份有限公司 | 2025 | 年第二次临时股东大会会议须知 1 | | --- | --- | --- | | 兴通海运股份有限公司 | 2025 | 年第二次临时股东大会会议议程 3 | | 兴通海运股份有限公司 | 2025 | 年第二次临时股东大会会议议案 6 | | 议案一：兴通海运股份有限公司关于变更注册资本并修订<公司章程>的议案...6 | | | 兴通股份 2025 年第二次临时股东大会会议资料 兴通海运股份有限公司 2025 年第二次临时股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》、中 国证监会《上市公司股东会规则》以及《兴通海运股份有限公司章程》《兴通海 运股份有限公司股东大会议事规则》的相关规定，特制定兴通海运股份有限公司 （以下简称"公司"）2025 年第二次临时股东大会会议须知： 一、为确认出席大会的股东或其代理人或其他出席者的出席资格， ...

Market Overview - The market experienced a decline with reduced trading volume, as the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index fell by 0.07%, 0.47%, and 0.84% respectively, with over 3600 stocks declining and around 1500 stocks rising [3] - The total trading volume in both markets was below 1.1 trillion [3] Solar Industry - Reports indicate that the China Photovoltaic Industry Association is expected to hold a meeting this week focused on "production limits to maintain prices," with a projected reduction in operating rates by 10%-15% in Q3 [7] - Despite an initial surge in solar stocks, the sector ultimately closed with a slight increase of 0.21% after a day of volatility [8] Stablecoin Sector - The stablecoin concept saw a significant retreat, with many stocks experiencing sharp declines in early trading [10] - However, some stocks rebounded later in the day, with notable performances from Anni Co. and Baoshui Technology, which hit the daily limit [11] - A statement from Hainan Huatie regarding discussions with Ant Group led to a temporary surge in its stock price, but was later retracted, causing a decline in its performance [12][14] Shipping Industry - Following reports of increased oil tanker rental rates due to geopolitical tensions, rental prices for supertankers surged by 138%, from $19,998 to $47,609 per day [25] - The shipping sector initially showed little movement but later saw stocks like Ningbo Shipping and Xingtong Co. hit the daily limit, with the sector closing up 2.48% [29][30]

证券代码：603209 证券简称：兴通股份 公告编号：2025-053 兴通海运股份有限公司 关于召开2025年第二次临时股东大会的通知 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： 召开的日期时间：2025 年 7 月 2 日 11 点 00 分 召开地点：福建省泉州市泉港区驿峰东路 295 号兴通海运大厦七楼会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 7 月 2 日 (七)涉及公开征集股东投票权 不适用 二、 会议审议事项 本次股东大会审议议案及投票股东类型 投票股东类型 序号 议案名称 A 股股东 至2025 年 7 月 2 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互 联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 (六)融资融券、转融通、约定购回业务账户和沪股 ...

截至6月20日收盘，航运概念上涨1.02%，位居概念板块涨幅第5，板块内，53股上涨，宁波海运、兴通 股份、保税科技等涨停，国航远洋、渤海轮渡、永泰运等涨幅居前，分别上涨7.08%、6.04%、4.45%。 跌幅居前的有中远海科、中广核技、炬申股份等，分别下跌3.63%、2.83%、2.48%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PET铜箔 | 2.09 | 可燃冰 | -4.14 | | 光刻胶 | 1.45 | 脑机接口 | -3.34 | | BC电池 | 1.13 | 短剧游戏 | -3.07 | | 钙钛矿电池 | 1.06 | 智谱AI | -3.06 | | 航运概念 | 1.02 | 快手概念 | -2.99 | | 白酒概念 | 0.83 | MLOps概念 | -2.97 | | 兵装重组概念 | 0.80 | 华为盘古 | -2.80 | | 先进封装 | 0.79 | 财税数字化 | -2.79 | | 石墨电极 | 0.65 | 云办公 | -2.66 | | 低辐射玻 ...

证券代码：603209 证券简称：兴通股份 公告编号：2025-052 兴通海运股份有限公司 关于变更注册资本并修订《公司章程》的公告 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： 上述内容的变更最终以市场监督管理部门核准的内容为准，修订后的《公司 章程》同日在上海证券交易所网站（www.sse.com.cn）予以披露。 特此公告。 二、修订《公司章程》部分条款的相关情况 基于上述注册资本和股本总数的变更情况，根据《中华人民共和国公司法》 《上市公司章程指引》《上海证券交易所股票上市规则》等相关规定，结合公司 实际情况，现拟对《兴通海运股份有限公司章程》（以下简称"《公司章程》"） 的相应条款进行修订，具体修订内容如下： 变更条款 原章程条款 修改后条款 第七条 公司注册资本为人民币 28,000 万元。 公司注册资本为人民币 32,500 万元。 公司股份总数为 28,000 万股，全部为 公司股份总数为 32,500 万股，全部为 第二十条 普通股，每股面值 1 元。 普通股，每股面值 1 元。 除上述条 ...

Core Viewpoint - The company has announced an adjustment to the amount of funds to be invested in its fundraising projects based on the actual funds raised from the issuance of A-shares, ensuring that the use of funds remains unchanged and does not require shareholder approval [1][5][6] Fundraising Overview - The company issued 45,000,000 A-shares at a price of RMB 14.28 per share, raising a total of RMB 642.6 million, with a net amount of RMB 632.77 million after deducting issuance costs of RMB 9.83 million [1][2] - The total amount planned for investment in fundraising projects is RMB 119.42 million, with a net amount intended for use from fundraising of RMB 112.42 million [2][3] Adjustment of Fund Investment Amount - Due to the actual net amount raised being lower than the originally planned investment amount, the company will adjust the investment amounts for the fundraising projects without changing the intended use of the funds [3][5] - The adjustment will be made according to the actual needs of the projects, with any shortfall to be covered by the company's own funds [2][3] Impact of Adjustment - The adjustment is a prudent decision based on the actual situation of fundraising and project implementation, ensuring no change in the intended use of funds and protecting the interests of all shareholders, especially minority shareholders [5][6] - The company will enhance supervision over the construction of fundraising projects and the use of funds to improve the efficiency of fund utilization [5] Review Process - The adjustment was approved during the company's board and supervisory meetings held on June 16, 2025, following necessary decision-making procedures [5][6] - Both the supervisory board and the sponsor have confirmed that the adjustment complies with relevant regulations and does not adversely affect the normal use of the funds [5][6]