Market Performance Summary - The Shanghai Composite Index closed at 3,457.75 points on July 1, with an increase of 13.32 points, representing a rise of 0.39% [1] - The Shenzhen Component Index closed at 10,476.29 points, up by 11.17 points, reflecting a gain of 0.11% [1] - The CSI 300 Index ended at 3,942.76 points, rising by 6.68 points, which corresponds to a 0.17% increase [1] - The ChiNext Index closed at 2,147.92 points, down by 5.09 points, indicating a decline of 0.24% [1] - The STAR 50 Index finished at 994.80 points, decreasing by 8.61 points, marking a drop of 0.86% [1]

Core Insights - The latest financing balance of the ChiNext market is 358.47 billion yuan, with a week-on-week increase of 3.90 billion yuan, indicating a positive trend in market financing activity [1] - A total of 40 stocks saw their financing balances increase by over 10%, while 16 stocks experienced a decline of more than 10% [1] Financing Balance Overview - As of June 30, the total margin balance for ChiNext stocks reached 359.50 billion yuan, marking an increase of 3.94 billion yuan from the previous trading day, continuing a six-day upward trend [1] - The financing balance specifically increased to 358.47 billion yuan, with a week-on-week rise of 3.90 billion yuan, also reflecting six consecutive days of growth [1] - The margin trading balance for short selling reached 1.03 billion yuan, with a week-on-week increase of 35.32 million yuan [1] Stocks with Significant Financing Balance Increases - Among the 527 stocks with increased financing balances, the stock with the highest increase is Huaren Health, which saw a financing balance of 95.80% growth, reaching 95.42 million yuan, and its stock price rose by 4.61% [1][3] - Other notable stocks with significant increases include Zhongguang Fanglei (72.52% increase) and Songsheng Co., Ltd. (62.77% increase) [1][3] Market Performance of Stocks with Increased Financing - Stocks with financing balance increases of over 10% averaged a rise of 5.10% on the same day, with 33 stocks experiencing gains, including three stocks that hit the daily limit [2] - The top gainers included Songsheng Co., Ltd. (13.73%), Guanshang Technology (13.22%), and Xinyu Guoke (11.85%) [2] Stocks with Decreased Financing Balances - A total of 406 stocks saw a decrease in financing balances, with 16 stocks experiencing declines of over 10% [4] - Wan Sheng Intelligent had the largest decrease, with a financing balance of 85.13 million yuan, down by 22.68% [4] - Other significant declines were observed in Ruina Intelligent (21.75% decrease) and Linuo Pharmaceutical Packaging (19.14% decrease) [4] Summary of Stocks with Decreased Financing Balances - The stocks with the largest decreases in financing balances include: - Wan Sheng Intelligent: 85.13 million yuan, -22.68% [4][5] - Ruina Intelligent: 46.40 million yuan, -21.75% [4][5] - Linuo Pharmaceutical Packaging: 158.80 million yuan, -19.14% [4][5]

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3445.85 | 1.42 | 0.04% | 41亿 | 2.81% | | 399001 | 深证成指 | 10458.39 | -6.73 | -0.06% | 81亿 | 0.42% | | 899050 | 北证50 | 1443.57 | -3.61 | -0.25% | 2.3亿 | 39.10% | | 881001 | 万得全A | 5316.71 | 1.84 | 0.03% | 124亿 | 5.87% | | 000688 | 科创20 | 1002.09 | -1.33 | -0.13% | 0.91Z | 1.33% | | 399006 | 创业板指 | 2149.22 | -3.80 | -0.18% | 36亿 | 0.36% | | 000300 | 沪深300 | 3935.91 | -0.17 | 0.00% | 12亿 | 0.03% | | 000905 | 中 ...

Core Points - The Shanghai Composite Index opened at 3445.85 points on July 1, 2023, with a slight increase of 1.42 points, representing a change of 0.04% [1] - The Shenzhen Component Index opened at 10458.39 points, experiencing a decrease of 6.73 points, which is a decline of 0.06% [1] - The CSI 300 Index opened at 3935.91 points, showing a minimal decrease of 0.17 points, indicating no significant change [1] - The ChiNext Index opened at 2149.22 points, down by 3.8 points, reflecting a drop of 0.18% [1] - The STAR 50 Index opened at 1002.09 points, with a decrease of 1.32 points, marking a decline of 0.13% [1]

A股开盘，上证指数开涨0.04%，深证成指开跌0.06%，创业板指开跌0.18%。 ...

｜2025年7月1日 星期二｜ NO.1 华创云信：拟注销1088.74万股回购股份 6月30日，华创云信发布公告表示，公司6月13日召开第八届董事会第十三次会议，审议通过《关于注销 部分回购股份并减少注册资本的议案》，并经公司6月30日召开的2025年第一次临时股东会审议批准。 为维护广大投资者利益，增强投资者信心，根据公司实际情况，结合公司整体战略规划等因素综合考 量，华创云信拟注销1088.74万股回购股份，并减少注册资本。上述股份注销完成后，公司总股本将由 22.24亿股变更为22.14亿股。注册资本将减少1088.74万元。 点评：华创云信注销回购股份并减少注册资本，此举旨在优化资本结构，传递了公司对未来发展的信 心。这一举措可能对投资者心理层面产生积极影响，从而影响公司股价。同时，此举也反映出公司在行 业内的战略调整，可能引发同行业其他公司关注，并促使板块内的资本运作活跃度提升。从整体股市来 看，此类行为可能被市场解读为积极信号，有助于提升投资者对市场的信心。 Wind数据显示，本周共有33只新基金（仅统计主代码）将发行，其中，指数型基金有23只，占比最 大。此外，还有5只主动权益类（股票型+混合 ...

在通讯领域，欣强电子具备800G和1.6T光模块板量产能力，光模块板要求PCB 具有高可靠性、高稳定 性、阻抗性能好、低损耗率、电信号完整等特点，对背钻、盲孔、铜厚均匀性、金手指公差等要求严 格，对阻抗公差要求较高，公司1.6T 光模块板阻抗线宽达到1.8mil/1.8mil，阻抗公差达到±3%，盲孔孔 径达到3mil，技术难度较高。 此次IPO，欣强电子拟募资9.62亿元，投建于欣强电子（清远）股份有限公司高多层高密度互连印制电 路板改扩建项目。 欣强电子表示，通过本项目的建设实施，公司将新增年产38万平方米高多层高密度互连印刷电路板产 能，公司生产能力将实现大幅提高，满足市场的发展需求，进一步提 升公司规模优势，拓展产品类型 和提升行业地位。 6月30日，深交所正式受理了欣强电子（清远）股份有限公司（简称：欣强电子）创业板IPO申请。 欣强电子主营业务是印制电路板的研发、生产和销售，公司印制电路板产品定位于中高端市场，以八层 及以上高端PCB为主，产品均价超过2,000元/平方米，处于行业第一梯队，竞争对手主要为行业内头部 企业，在存储、通讯领域具有较高的口碑、声誉及品牌优势。公司产品具有高可 靠性、高稳 ...

中证1000收报6356.18点，涨1.26%。 深证成指收报10465.12点，涨0.83%。 创业板指收报2153.01点，涨1.35%。 沪深300收报3936.08点，涨0.37%。 科创50收报1003.41点，涨1.54%。 中证500收报5915.39点，涨0.88%。 上证指数收报3444.43点，涨0.59%。 ...

中国上证综指6月30日（周一）收盘上涨20.2点，涨幅：0.59%，报3444.43点； 中国深证成指6月30日（周一）收盘上涨86.57点，涨幅：0.83%，报10465.12点； 中国沪深300指数6月30日（周一）收盘上涨14.32点，涨幅：0.37%，报3936.08点； 中国创业板指数6月30日（周一）收盘上涨28.67点，涨幅：1.35%，报2153.01点； 中国科创50指数6月30日（周一）收盘上涨15.2点，涨幅：1.54%，报1003.41点。 ...

| 申万期货品种策略日报——股指 | | | | | --- | --- | --- | --- | | 2025/6/30 星期一 申银万国期货研究所 贾婷婷（从业资格号：F3056905；交易咨询号：Z0016232 ）jiatt@sywgqh.com.cn;15921620356 | | | | | 申银万国期货研究所 柴玉荣 （从业资格号：F03111639；交易咨询号：Z0018586）chaiyr@sywgqh.com.cn;18802979529 | | | | | 一、股指期货市场 IF当月 | IF下月 | IF下季 | IF隔季 | | 前两日收盘价 3920.80 | 3908.20 | 3904.20 | 3873.60 | | 前日收盘价 3892.00 | 3882.40 | 3876.60 | 3846.40 | | 涨跌 -31.00 沪深300 | -28.20 | -29.00 | -27.80 | | 涨跌幅 -0.79 | -0.72 | -0.74 | -0.72 | | 成交量 39772.00 | 2237.00 | 56221.00 | 9123.00 | | ...