证券代码：002670 证券简称：国盛金控 公告编号：2025-027 一、股票交易异常波动的情况介绍 国盛金融控股集团股份有限公司（证券简称：国盛金控；证券代码：002670； 以下简称"公司"）股票连续三个交易日内（2025 年 6 月 24 日、6 月 25 日、6 月 26 日）日收盘价格涨幅偏离值累计达到 20%，根据深圳证券交易所的有关规 定，属于股票交易异常波动情形。 二、关注、核实情况说明 经自查，并向公司控股股东江西省交通投资集团有限责任公司、子公司国盛 证券有限责任公司核实，现就有关情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处。 2.公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 国盛金融控股集团股份有限公司 3.截至目前，公司经营情况及内外部经营环境没有发生重大变化。 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 4.公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事 项。 5.股票异常波动期间控股股东、实际控制人未买卖公司股票。 三、不存在 ...

Market Overview - A total of 63 stocks hit the daily limit up, with 21 stocks on consecutive limit up boards, and 23 stocks failed to close at the limit, resulting in a closing rate of 73% (excluding ST and delisted stocks) [1] - Focus stocks include Xingye Co. and Nord Co., which experienced significant declines in the afternoon, while the market's consecutive limit up height has dropped to 5 consecutive boards for Xintonglian [1] Key Stocks - Changcheng Military Industry achieved 6 consecutive limit ups over 7 days with a price increase of 9.99% [4] - Wanlima recorded 3 consecutive limit ups over 4 days with a price increase of 20.05% [4] - Hunan Tianyan also saw 3 consecutive limit ups over 4 days with a price increase of 9.97% [4] - Other notable stocks include Beifang Navigation and Jianshe Industrial, both achieving 2 consecutive limit ups with price increases of 10.01% and 10.00% respectively [4] Solid-State Battery Sector - The solid-state battery company QuantumScape saw a 30.95% increase in its stock price after announcing breakthroughs in its next-generation solid-state lithium-metal battery technology [6] - Tianji Co. and Dadongnan both achieved 3 consecutive limit ups with a price increase of 10.00% [7] - Other stocks in the solid-state battery sector include Cangzhou Mingzhu and Fosu Technology, both achieving limit ups [7] Digital Currency Sector - Guotai Junan International has received approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities license to provide comprehensive virtual asset trading services, becoming the first Chinese broker in Hong Kong to obtain such qualifications [10] - Jida Zhengyuan achieved 4 consecutive limit ups with a price increase of 10.01% [11] - Other stocks in the digital currency sector include Jingbeifang and Geer Software, both achieving limit ups [13] Marine Economy - Shenzhen aims to achieve a marine industrial added value of 215 billion yuan by the end of the 14th Five-Year Plan, with an average annual growth rate exceeding 12% [14] - Guorui Technology and Youfu Co. both achieved limit ups, driven by developments in marine technology [15] Financial Sector - The People's Bank of China and six other departments issued guidelines to enhance the capital market's functions, promoting the entry of medium- and long-term funds to stabilize market development [16] - Guosheng Financial Holdings and Yinbujiecai both achieved consecutive limit ups, reflecting positive sentiment in the financial sector [17] Tourism Sector - Hong Kong tourism stocks surged, with Hong Kong Zhonglv's stock price soaring over 100% and Haichang Ocean Park rising over 25% [19] - Tianmuhu and Nanjing Shanglv both achieved limit ups, benefiting from the tourism sector's recovery [19] Chip Industry - According to DRAMeXchange data, the spot price of DDR4 16Gb (1Gx16) 3200 increased by 1.63%, with an average price of $12.3, doubling within a quarter [20] - Haoshanghao and Chengbang Co. both achieved limit ups, reflecting the positive trend in the chip industry [21] Oil and Gas Services - The oil and gas sector remains active, with stocks like Zhun Oil Co. achieving 7 consecutive limit ups over 10 days with a price increase of 10.04% [23] Financial Technology - The People's Bank of China plans to develop a new stage financial technology development plan to promote the digital and intelligent transformation of finance [24] - Tianli Technology and Guoyuan Technology both achieved limit ups, indicating growth in the financial technology sector [25] AI Glasses - Xiaomi announced the launch of its new AI glasses, with over 16,000 reservations made on JD.com [26] - Zhongguangxue and Tonghui Information both achieved limit ups, driven by the AI glasses trend [27] Other Notable Stocks - Zhejiang Dongri achieved 6 consecutive limit ups over 8 days with a price increase of 10.00% [32] - New Tonglian and Wanlima also recorded consecutive limit ups, reflecting strong market interest [32]

Market Overview - The A-share market experienced a mixed performance with the three major indices showing fluctuations, leading to a collective decline in the afternoon session [1] - The Shanghai Composite Index fell by 0.22%, the Shenzhen Component Index decreased by 0.48%, and the ChiNext Index dropped by 0.66% [1] - The total trading volume in both markets remained above 1.5 trillion yuan, with nearly 3,400 stocks closing in the red [1] Sector Performance - The military industry sector maintained strong performance throughout the day, with stocks like Aerospace Software and North Navigation hitting the daily limit [1] - The securities sector showed mixed results, with Guosheng Financial Holdings reaching the daily limit while Dongfang Fortune saw a trading volume exceeding 20 billion yuan but closed down over 3% [1] - The oil and gas sector surged in the afternoon, with Zhun Oil Co. hitting the daily limit [1] - The innovative drug sector led the market decline, with Rongchang Bio falling over 18% [1]

Core Viewpoint - The market outlook for the second half of 2025 suggests a potential upward trend for A-shares, driven by strong domestic economic resilience and low asset valuations, alongside expected foreign capital inflows [4][5]. Group 1: Market Performance - As of June 26, 2025, the CSI Small Cap 500 Index increased by 0.07%, with notable stocks like Guosheng Jinkong and Beifang Navigation hitting the 10% daily limit up [1]. - The CSI 500 ETF (159922) has achieved a four-day consecutive increase, with a weekly gain of 2.16% as of June 25, 2025 [1][4]. Group 2: Trading and Liquidity - The CSI 500 ETF recorded a trading volume of 83.47 million yuan during the session, with an average daily trading volume of 423 million yuan over the past year [4]. - The latest scale of the CSI 500 ETF reached 11.72 billion yuan, marking a three-month high, with a total of 4.963 billion shares outstanding [4]. Group 3: Fund Flows and Returns - The CSI 500 ETF has seen continuous net inflows over the past four days, with a peak single-day net inflow of 88.77 million yuan, totaling 190 million yuan [4]. - Over the past five years, the net value of the CSI 500 ETF has increased by 12.15%, with the highest monthly return recorded at 23.90% and the longest consecutive monthly gain lasting 13 months [4]. Group 4: Economic and Policy Outlook - The market is expected to benefit from a weaker dollar trend, supportive capital market policies, and an overall improvement in liquidity conditions in the second half of 2025 [4]. - Several brokerages anticipate that the domestic economy will maintain strong resilience, and the valuation of Chinese assets remains low, providing room for revaluation and foreign capital inflows [5]. Group 5: Key Stocks in the Index - As of May 30, 2025, the top ten weighted stocks in the CSI Small Cap 500 Index include Jianghuai Automobile, Guangqi Technology, and Shenghong Technology, collectively accounting for 6.59% of the index [5].

Core Viewpoint - The aerospace and military industry continues to show strong performance, while multi-financial concept stocks are actively performing in the market [7][11]. Market Overview - On June 26, the A-share market experienced fluctuations, with the Shanghai Composite Index down by 0.11%, the Shenzhen Component Index up by 0.23%, and the ChiNext Index up by 0.33% [1]. - The aerospace and military sector remains strong, with solid-state batteries, petrochemicals, and multi-financial sectors showing active performance, while automotive, biotechnology, and innovative pharmaceuticals are among the sectors with the largest declines [3]. Sector Performance - The aerospace and military sector has shown a strong upward trend, with companies like Zhongguang Fanglei and Guorui Technology achieving a 20% limit-up, while Beifang Navigation, Construction Industry, and Changcheng Military Industry also reached their daily limit [8][10]. - The multi-financial concept stocks have been active, with companies such as Guosheng Jinkong, Ruida Futures, Hongye Futures, and Aijian Group hitting the daily limit [15]. Notable Stocks - Kuaishou-W saw a price increase of 3.34%, with a market capitalization of 264.7 billion [6]. - Guotai Junan International experienced a significant rise, with a peak increase of 89% after a previous surge of 198% [12][13]. - Zhongguang Fanglei (300414) had a trading price of 10.75, with a 19.98% increase and a market value of 135 billion [9]. Future Outlook - Long-term growth in global military trade demand is anticipated, with Chinese military trade expected to enter a high-growth phase, leading to improved profitability and quality for relevant companies [11].

6月26日，A股早盘窄幅震荡上行，截至午间收盘，沪指涨0.11%，深成指涨0.26%，创业板指涨0.31%。 东方证券认为，市场逐步由弱转强，但并未出现普涨态势，个股分化仍然存在，短线股指继续冲高将面 临震荡，对短线涨幅较大的板块或个股可以逢高派发，择机吸纳底部构筑明显的优质股。 盘面上，热点轮动较快，军工股延续强势，长城军工斩获7天6板，北方导航等多股涨停；固态电池概念 再度爆发，天际股份3连板，中仑新材等多股涨停；CPO、PCB等算力硬件端走强，新易盛创新高；大 金融板块一度冲高，国盛金控3连板；稳定币概念探底回升， 恒生电子一度触及涨停；化工板块反弹， 尤夫股份涨停；芯片股冲高回落，好上好2连板。跌幅方面，油气、医药、保险、消费电子等板块跌幅 居前。 展望后市，中国银河证券认为，在权益类公募基金扩容、中长期资金入市与政策工具护航下，A股资金 面或将延续稳中向好态势。 军工股延续强势，长城军工斩获7天6板，北方导航、国瑞科技2连板，中光防雷、建设工业等多股涨 停。 点评：长江证券研报指出，近年来世界军贸总体需求或将显著增加，中国军贸或将迎来高速增长期，相 应企业盈利能力及盈利质量或将迎来快速改善期。 2、 ...

午评：三大指数小幅上涨 军工股持续爆发 智通财经6月26日电，市场早盘延续升势，三大指数小幅上涨。沪深两市半日成交额9775亿，较上个交易日放量503亿。盘面上热点集中在军工、金融等方 向，个股涨多跌少，全市场超2900只个股上涨。从板块来看，军工股持续爆发，万里马等20余股涨停。金融股维持强势，国盛金控等涨停。固态电池概念股 反复活跃，天际股份等10余股涨停。下跌方面，创新药概念股展开调整，荣昌生物跌超10%。板块方面，军工、多元金融、商业航天、固态电池等板块涨幅 居前，创新药、油气、汽车整车、美容护理等板块跌幅居前。截至收盘，沪指涨0.11%，深成指涨0.26%，创业板指涨0.31%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | -3459.66 | -10420.86 | -2134.89 | | +3.68 +0.11% | +27.14 +0.26% | +6.49 +0.31% | | of the property of the control of | 198 | ALL AND THE LEASE OF THE FOR | 洲宁衣뱃 封板率 91 ...

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The stock index futures are expected to have a relatively strong and volatile trend, supported by financial themes [1]. - On June 25, all the current - month contracts of the four major stock index futures rose, with IF up 1.68%, IH up 1.59%, IC up 2%, and IM up 1.81% [1]. - The total trading volume of stock index futures rebounded on the trading day, indicating an increase in investors' trading enthusiasm. The total trading volume of IF, IC, and IM increased, while that of IH decreased. The total positions of all four types of futures increased [1][2]. 3. Summary by Relevant Catalogs 3.1. Stock Index Futures Data Tracking - **CSI 300 and Related Futures**: The CSI 300 closed at 3960.07, up 1.44%. Futures contracts such as IF2507, IF2508, IF2509, and IF2512 all rose, with trading volumes and positions showing different changes. For example, IF2507 had a trading volume of 48,249 (up 5,145) and a position of 71,641 (up 2,775) [1]. - **SSE 50 and Related Futures**: The SSE 50 closed at 2747.73, up 1.17%. Futures contracts like IH2507, IH2508, IH2509, and IH2512 also increased. The trading volume of IH2507 decreased by 482, while its position increased by 2,688 [1]. - **CSI 500 and Related Futures**: The CSI 500 closed at 5862.55, up 1.68%. Futures contracts including IC2507, IC2508, IC2509, and IC2512 all went up. IC2507 had a trading volume of 50,210 (up 5,766) and a position of 81,182 (up 4,175) [1]. - **CSI 1000 and Related Futures**: The CSI 1000 closed at 6276.16, up 1.32%. Futures contracts such as IM2507, IM2508, IM2509, and IM2512 all rose. IM2507 had a trading volume of 74,258 (up 8,223) and a position of 98,805 (up 1,472) [1]. 3.2. Trading Volume and Position Changes - **Trading Volume**: The total trading volume of IF increased by 9,685 lots, IH decreased by 784 lots, IC increased by 15,870 lots, and IM increased by 33,750 lots [2]. - **Positions**: The total positions of IF increased by 12,395 lots, IH increased by 5,800 lots, IC increased by 12,841 lots, and IM increased by 20,157 lots [2]. 3.3. Basis and Member Position Changes - **Basis**: The basis data of IF, IH, IC, and IM futures contracts are presented in graphical form, showing the basis changes over time [4]. - **Member Positions**: The changes in the long and short positions of the top 20 members of each futures contract are provided. For example, in IF2507, the long - position increase was 3,053, and the short - position increase was 2,382 [5]. 3.4. Trend Strength and Important Drivers - **Trend Strength**: The trend strength of IF and IH is 1, and that of IC and IM is also 1, indicating a relatively neutral - to - strong trend [6]. - **Important Drivers**: Nvidia's over 4% increase to a record high supported the Nasdaq's three - day gain. The A - share market continued its rebound with large trading volume. The big - finance sector led the rise, while oil and gas stocks continued to adjust [6].

6月26日周四，A股小幅低开，三大股指早盘震荡回升，军工股继续强势，固态电池概念活跃，创新药板块调整。 港股低开低走，恒指早盘跌近1%，医药股下跌，新消费三宝走低，国泰君安国际盘初一度涨90%，现涨近30%。 债市方面，国债期货集体上涨。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3456.62 | 0.64 | 0.02% | | 399001 | 深证成指 | | 10428.64 | 34.91 | 0.34% | | 399006 | 创业板指 | | 2138.36 | 9.97 | 0.47% | | 000300 | 沪深300 | | 3961.84 | 1.78 | 0.04% | | 000016 | FJESO | | 2745.01 | -2.71 | -0.10% | | 000680 | 科创综指 | | 1219.76 | 2.67 | 0.22% | | 000688 | 科创20 | | 1001.50 | 5.89 | ...

Group 1 - The A-share brokerage sector opened mostly higher, with Guosheng Financial Holdings hitting the daily limit, and Xiangcai Securities rising over 8% [1] - Other stocks such as Tianfeng Securities and Guojin Securities also experienced gains [1] - According to the Hong Kong Securities and Futures Commission, a total of 40 institutions have been approved to provide virtual asset trading services through comprehensive accounts [1]