截至6月27日收盘，F5G概念上涨1.66%，位居概念板块涨幅第9，板块内，29股上涨，新亚电子涨停， 中际旭创、ST特信、德科立等涨幅居前，分别上涨6.71%、4.59%、4.46%。跌幅居前的有上港集团、星 网锐捷、梅安森等，分别下跌1.20%、0.75%、0.53%。 | 002429 | 兆驰股 | 1.86 | 1.09 | 3067.18 | 14.19 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 300252 | 金信诺 | 3.72 | 14.41 | 2744.64 | 3.18 | | 301191 | 菲菱科 | 1.74 | 6.94 | 1187.14 | 4.40 | | | 思 | | | | | | 000070 | ST特信 | 4.59 | 2.68 | 1183.16 | 6.35 | | | 铭普光 | | | | | | 002902 | 磁 | 0.59 | 8.47 | 915.78 | 2.98 | | | 初灵信 | | | | | | 300250 | 息 | 1.50 | 13.24 ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Online gaming platform Roblox is popular with children and teenagers. A gardening game created by a teenager on online platform Roblox has attracted a record 21 million simultaneous players, a figure rarely seen in the industry. "You could quite easily never have heard of Grow a Garden... and yet it is by some measures the big ...

（文章来源：证券时报网） | 603579 | 荣泰健康 | -4.53 | 6.32 | -1742.37 | | --- | --- | --- | --- | --- | | 601718 | 际华集团 | 1.57 | 5.86 | -1575.89 | | 300678 | 中科信息 | -0.27 | 3.85 | -1480.87 | | 300884 | 狄耐克 | -1.39 | 7.86 | -1360.40 | | 688709 | 成都华微 | -1.78 | 1.82 | -1346.12 | | 002819 | 东方中科 | 0.38 | 3.84 | -1044.54 | | 688793 | 倍轻松 | -4.51 | 3.38 | -881.94 | | 300753 | 爱朋医疗 | -1.82 | 21.29 | -800.79 | | 002195 | 岩山科技 | 0.37 | 4.15 | -369.41 | | 301330 | 熵基科技 | -0.27 | 8.41 | -324.49 | | 600998 | 九州通 | -0.97 | 0.39 | -22 ...

Core Viewpoint - Guiyang is making significant strides in building an eco-civilization, achieving remarkable results in environmental protection and green industry development, while promoting public participation in these efforts [1][5]. Environmental Improvement - In 2024, Guiyang achieved an ambient air quality excellent rate of 99.5%, ranking 4th among 168 key cities in China, with a 100% compliance rate for surface water quality [2]. - All 107 rivers in Guiyang have eliminated inferior V-Class water bodies for the first time, showcasing the city's success in atmospheric and water environment treatment [2]. Technological Advancements - Guanshanhu District has implemented a grid-based monitoring platform utilizing IoT, sensors, drones, and AI for eco-environment quality analysis [3]. - The Pilot Project of A7 Group Catering Oil and Fume has received no complaints since 2025, indicating effective environmental management [3]. Green Industry Development - Guiyang has transformed from a coal-producing township to a tea cultivation hub, promoting ecological and economic development through the cultivation of ancient tea trees [5]. - The tea products from Guiyang are now exported globally, demonstrating the success of this transformation [5]. Community Initiatives - A newly renovated drainage system in Chayuan Village effectively separates rainwater and sewage, improving the living environment for residents [6]. - The Guanshanhu District Eco-Civilization Exhibition Hall serves as a demonstration site for eco-civilization achievements and biodiversity [7]. Public Engagement - Guizhou Qianling Mountain Park, which is free to the public, attracts over 10 million visitors annually, promoting the concept of harmonious coexistence between humans and nature [8]. - Guiyang plans to continue implementing the "Eco-city" strategy, contributing to the construction of eco-civilization in China [8].

晨会纪要（2025/06/26） 编辑人 崔健 022-28451618 SAC NO：S1150511010016 cuijian@bhzq.com 证 券 研 究 报 告 晨 会 纪 要 请务必阅读正文之后的声明 渤海证券股份有限公司具备证券投资咨询业务资格 1 of 6 晨会纪要（2025/06/26） 宏观及策略研究 按图索骥：技术生命周期模型的科技投资借鉴——A 股市场专题策略报告 公司研究 力传感器龙头企业，传感器森林布局日趋完善——柯力传感（603662）公司 深度报告 行业研究 把握创新主线，关注业绩反转板块——医药生物行业 2025 年半年度投资策略 报告 渤海证券研究所晨会纪要（2025.06.26） 宏观及策略研究 按图索骥：技术生命周期模型的科技投资借鉴——A 股市场专题策略报告 宋亦威（证券分析师，SAC NO：S1150514080001） 严佩佩（证券分析师，SAC NO：S1150520110001） 靳沛芃（研究助理，SAC NO：S1150124030005） 1、引言： 2025 年初以来，以 Deepseek 为代表的人工智能技术突破和人形机器人概念的兴起，带来了科技板 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601857 | 中国石油 | -0.23 | 0.09 | -6916.72 | | 002828 | 贝肯能源 | -9.69 | 41.32 | -5266.28 | | 603800 | 洪田股份 | 2.19 | 8.44 | -4473.55 | | 600938 | 中国海油 | 0.31 | 1.14 | -4219.14 | | 300157 | 新锦动力 | -6.32 | 21.63 | -4008.72 | | 600256 | 广汇能源 | 0.17 | 0.86 | -3740.25 | | 002097 | 山河智能 | 0.24 | 5.12 | -2519.68 | | 301158 | 德石股份 | -0.35 | 9.02 | -1771.74 | | 000552 | 甘肃能化 | 0.41 | 0.85 | -1284.88 | | 300084 | 海默科技 | -3.15 | 16.73 | -1237. ...

目前海外立法确认其合法地位和监管方式等，有利于长期规范发展，往后各国监管政策落地，科技及金 融巨头加速布局值得期待，从主题视角看具备持续性。国内政策对数字货币呈现央行主导、严格监管的 态势，相关上市公司暂不能直接从事稳定币相关业务，但稳定币的发展趋势下，跨境支付公司、金融IT 公司及区块链技术公司或间接受益。 6月25日，稳定币概念午后狂飙，截至13:38，金融科技ETF华夏（516100）涨5.29%，持仓股集体上 涨，指南针逼近20CM涨停，新国都涨15.51%，银之杰、财富趋势、爱融软件均涨超10%，京北方、翠 微股份10CM涨停，赢时胜、同花顺、兆日科技、拉卡拉等股大幅上涨。 稳定币相关利好频现，A股概念股受交易资金驱动表现活跃。整体看稳定币的价值在于币值稳定挂钩法 定货币、交易便捷、成本低，可满足跨境支付、避险等需求，契合数字经济发展趋势，因此经历了快速 发展，全球稳定币规模达3000亿美元。 金融科技ETF华夏（516100）跟踪中证金融科技主题指数，涵盖软件开发、互联网金融及数字货币产业 链，兼具金融属性与科技创新能力，指数重仓股，同花顺、东方财富、润和软件、恒生电子等，稳定币 含量达20.66 ...

稳定币概念股Circle Internet Group Inc.（CRCL）涨超24.4%，报298.99美元，使得美国IPO以来累计涨幅 超过860%，盘中市值大约667亿美元。 ...

Group 1 - The mobile payment sector saw an increase of 3.89%, ranking 6th among concept sectors, with 81 stocks rising, including Youbuxun which hit the daily limit up by 20% [1] - Notable gainers in the mobile payment sector included Jida Zhengyuan, Zhongke Jincai, and Hengbao Co., all reaching the daily limit up, while Huawai Intelligent, China Mobile, and Tuo Wei Information experienced declines [1] - The mobile payment concept attracted a net inflow of 2.379 billion yuan, with 50 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow, led by Tianyuan Dike with 613 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Jida Zhengyuan, Hailian Jinhui, and Tianyuan Dike, with net inflow ratios of 51.06%, 43.29%, and 23.67% respectively [3] - The trading performance of key stocks in the mobile payment sector showed significant increases, with Tianyuan Dike rising by 14.56%, Hengbao Co. by 10%, and Hailian Jinhui by 9.99% [3] - The overall market sentiment in the mobile payment sector appears positive, as indicated by the substantial net inflows and the performance of leading stocks [2][3]

截至6月23日收盘，Web3.0概念上涨3.49%，位居概念板块涨幅第10，板块内，57股上涨，观想科技20% 涨停，中科金财、安妮股份等涨停，四方精创、先进数通、新晨科技等涨幅居前，分别上涨19.97%、 12.87%、6.83%。跌幅居前的有因赛集团、ST易联众、中科曙光等，分别下跌0.78%、0.48%、0.39%。 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（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.82 | 同花顺出海50 | -0.26 | | 电子身份证 | 5.58 | 超级品牌 | -0.04 | | 数字货币 | 5.20 | 猪肉 | 0.09 | | 跨境支付(CIPS) | 4.47 | 白酒概念 | 0.10 | | 可燃冰 | 4.25 | 芬太尼 | 0.10 | | 移动支付 | 3.89 | 养鸡 | 0.24 | | 数据确权 | 3.89 | 特钢概念 | 0.46 | | 财税数字化 | 3.64 | 青蒿素 | 0.46 | | 华为鲲鹏 | 3.52 | 高股息精选 | 0.53 ...