证券研究报告 | 策略点评 投资策略研究 粤开市场日报-20250611 今日关注 指数涨跌情况：今日 A 股主要指数多数收涨。截止收盘，沪指涨 0.52%，收报 3402.32 点；深证成指涨 0.83%，收报 10246.02 点；科创 50 跌 0.20%，收报 980.93 点；创业板指涨 1.21%，收报 2061.87 点。总体上，全天个股涨多跌 少，Wind 数据显示，全市场 3411 只个股上涨，1737 只个股下跌，264 只个股 收平。沪深两市今日成交额合计 12555 亿元，较上个交易日缩量 1599 亿元。 行业涨跌情况：今日申万一级行业除医药生物、通信、美容护理等行业下跌 外，其余全部上涨，有色金属、农林牧渔、非银金融、汽车、传媒、社会服 务等行业领涨。 板块涨跌情况：今日涨幅居前概念板块为稀土永磁、稀土、网络游戏、一体 化压铸、稀有金属精选、盐湖提锂、小红书平台、保险精选、炒股软件、小 金属、南京市国资、钴矿、锂电电解液、拼多多合作商、鸡产业等板块。 2025 年 06 月 11 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu ...

Group 1 - The core viewpoint of the news highlights the positive performance of the non-ferrous ETF fund and its associated index, driven by strong gains in key component stocks, particularly in the rare earth sector [1] - As of June 11, the non-ferrous ETF fund (159880.SZ) rose by 2.29%, while the associated index, Guozheng Non-Ferrous (399395.SZ), increased by 2.10% [1] - Key component stocks such as Zijin Mining, Northern Rare Earth, and Huayou Cobalt experienced significant price increases, with Northern Rare Earth rising by 4.74% and Huayou Cobalt by 3.39% [1] Group 2 - The recent comments from China's Vice Minister of Commerce, Li Chenggang, regarding the US-China trade negotiations have positively influenced the rare earth permanent magnet sector, leading to a strong market response [1] - The implementation of China's export controls on heavy rare earths, which account for 80% of global supply, combined with transportation disruptions due to a recent earthquake in Myanmar, has resulted in overseas companies aggressively purchasing inventory, causing some prices to increase by over 200% in a month [1] - This news has boosted the performance of related stocks in the rare earth permanent magnet industry, contributing to the overall rise of the non-ferrous ETF fund [1]

A股市场今天(6月11日)上午整体走强。 有色金属板块领涨，板块整体涨幅超过2%，临近上午收盘，板块出现一波拉升。 今天A股市场有一只新股上市，为影石创新，上午股价大涨。若按照上午盘中最高价计算，中一签影石 创新浮盈最高可达7.04万元。 有色金属板块拉升 今天A股市场有一只新股上市，为影石创新，上午盘中该股大涨，盘中最高价达187.99元/股，涨幅一度 接近300%。若按照上述最高价计算，中一签影石创新浮盈最高可达7.04万元。影石创新的发行价为 47.27元/股。 | N影石(688775) 2025年06月11日 星期三 PageUp/Down:前后日 空格链:操作 | | | | | | | | × | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | N影石 分时(静态) ◎ 相对今开 -5.99% 187.99 | | | 297.7% | 11:23 | 170.48 | 8 | B | 6 | | Bronne Comment Comment | | | | 11:23 | 170.48 | 22 | B | 14 | | 16 ...

大家好！来一起关注上午的市场行情和最新资讯～ 6月11日上午，A股市场盘中冲高，午前涨幅有所回落。截至午间收盘，上证指数涨0.54%，收于3403 点；深证成指涨0.89%，创业板指涨1.29%。 | A股 港股 美股 全球 基金 商品三 | | | --- | --- | | 内地股票 △ | | | 行情 涨跌分布 | 资金净流入 | | 上证指数 北证50 | 深证成指 | | 3403.00 1426.22 | 10252.69 | | +18.18 +0.54% +90.50 +0.89% -1.70 -0.12% | | | 科创50 万得全A | 创业板指 | | 984.39 5195.72 | 2063.49 | | +1.48 +0.15% +26.22 +1.29% +35.92 +0.70% | | | 沪深300 中证A500 | 中证500 | | 3897.35 | 5798.60 4572.77 | | +31.88 +0.82% +40.61 +0.71% +36.72 +0.81% | | | 中证红利 中证1000 | 深证100 | | 6192.45 5472.30 ...

Market Overview - On June 11, A-shares experienced a rebound, with the Shanghai Composite Index rising 0.54% to 3403 points, the Shenzhen Component Index increasing by 0.89%, and the ChiNext Index up by 1.29% [1] - The total trading volume for A-shares reached 809.96 billion yuan [1] Economic Indicators - The People's Bank of China conducted a 164 billion yuan reverse repurchase operation with a fixed rate of 1.40%, resulting in a net withdrawal of 50.9 billion yuan for the day [2] Automotive Industry Developments - Major Chinese automotive companies, including FAW Group, Dongfeng Motor, GAC Group, and others, announced a unified payment term for suppliers, reducing it to within 60 days [3] - Following this, companies like Changan Automobile and BYD also made similar announcements [3] Wearable Devices Market - According to IDC, the global wearable device market shipped 45.57 million units in Q1, marking a 10.5% year-on-year increase, driven by significant growth in the Chinese market due to government subsidies [3] Sector Performance - The rare earth permanent magnet sector saw significant gains, with companies like Beikong Technology and Huayang New Materials hitting their daily price limits [3] - The automotive parts sector also performed well, with multiple stocks reaching their daily limits [3] Rare Earth Market Insights - The price of rare earth minerals has been strong, with praseodymium and neodymium prices continuing to rise, supported by high production costs and expectations of reduced supply [4] - The demand outlook is positive, with expectations of increased exports of neodymium-iron-boron magnets [4] Company Profiles in Rare Earth Sector - **Galaxy Magnetic**: Positioned to capture market demand with a focus on R&D and product quality [7] - **Beikong Technology**: A leader in the development of ferrite magnetic materials, maintaining a strong position in high-performance materials [8] - **Huahong Technology**: A leader in the recycling of rare earth resources, expected to see rapid growth as rare earth prices stabilize [9] - **Zhenghai Magnetic Materials**: Focused on rare earth magnetic materials, benefiting from strategic adjustments and cost advantages [10]

A股市场今天(6月11日)上午整体走强。 有色金属板块领涨，板块整体涨幅超过2%，临近上午收盘，板块出现一波拉升。 今天A股市场有一只新股上市，为影石创新，上午股价大涨。若按照上午盘中最高价计算，中一签影石创新浮盈最高可达7.04万元。 有色金属板块拉升 A股市场今天上午整体走强。 行业板块和赛道方面，若按照申万一级行业划分，非银金融板块领涨，板块盘中整体涨幅一度接近3%。信达证券、南华期货、兴业证券、东方证券、中国银河等盘 中涨幅居前。 医药生物、通信等板块盘中领跌。 概念板块方面，稀土永磁概念走高，板块盘中涨幅超过3%，多只相关概念股盘中涨停。 猪肉概念盘中震荡走高，正虹科技涨停，神农集团、东瑞股份、牧原股份、湘佳股份、温氏股份等跟涨。 新股影石创新上市 中一签新股最高浮盈超7万元 有色金属板块领涨，板块整体涨幅超过2%，临近上午收盘，板块出现一波拉升。中科磁业盘中"20cm"涨停，华阳新材、顺博合金、翔鹭钨业等股票盘中涨停。 | < 日 | | | 有色金属(申万)(801050) | | | | --- | --- | --- | --- | --- | --- | | | | | 06-11 11: ...

2025.06. 11 本文字数：1631，阅读时长大约3分钟 作者 | 第一财经 6月11日午盘，上证指数报3403.0点，涨0.54%，深成指报10252.69点，涨0.89%，创业板指报 2063.49点，涨1.29%。 Wind数据显示，个股涨多跌少，全市场超3600股上涨。 稀土永磁概念股爆发，固态电池、汽车零部件、金融科技题材活跃，券商股涨幅居前；创新药、离境退 税、算力、可控核聚变概念股调整。 | | | A股重要指数 | | | --- | --- | --- | --- | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3403.00 | +18.18 | +0.54% | | 深证成指 | 10252.69 | +90.51 | +0.89% | | 北证50 | 1426.22 | -1.71 | -0.12% | | 创业板指 | 2063.49 | +26.22 | +1.29% | | 日期: 2025-06-11 | | 跌 1585 | 涨 3604 | | 跌停 1 | 涨停 55 | | --- | --- | --- | --- | --- | --- | ...

6月11日周三，A股早盘走高，三大股指集体上涨，创业板涨超1%，稀土永磁、汽车等板块涨幅居前。 港股恒指、恒科指双双上涨，汽车股拉升。债市方面，国债期货多数上涨。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 | | 3406.15 | 21.33 | 0.63% | | 399001 | 深证成指 | | 10285.86 | 123.68 | 1.22% | | 399006 | 创业板指 | | 2073.64 | 36.37 | 1.79% | | 000300 | 沪深300 | | 3904.47 | 39.00 | 1.01% | | 000016 | 下证50 | | 2696.28 | 19.88 | 0.74% | | 000680 | 科创综指 | | 1196.43 | 6.74 | 0.57% | | 000688 | 科创20 | | 988.54 | 5.63 | 0.57% | | 899050 | 北证50 | | 1433.37 | ...

智通财经6月11日电，指数走强，创业板指拉升涨逾1.00%，沪指涨0.31%，深成指涨0.65%。稀土永 磁、固态电池、汽车产业链等方向涨幅居前，沪深京三市上涨个股近3200只。 创业板指涨逾1% 上涨个股近3200只 ...

市场表现：今日(20250610) 市场全线下跌，规模指数中上证 50 指数表现较 好，板块指数中上证综指表现较好，风格指数中沪深 300 价值指数表现较好。 银行、医药、交通运输、有色金属、传媒行业表现较好，国防军工、计算机、 综合金融、电子、通信行业表现较差。离境退税、胶原蛋白、熊去氧胆酸、 单克隆抗体、稀土永磁等概念表现较好，移动转售、边缘计算、宽带提速、 寒武纪、机顶盒等概念表现较差。 市场情绪：今日收盘时有 62 只股票涨停，有 2 只股票跌停。昨日涨停股票 今日收盘收益为 2.98%，昨日跌停股票今日收盘收益为-1.59%。今日封板率 62%，较前日下降 4%，连板率 29%，较前日下降 4%。 市场资金流向：截至 20250609 两融余额为 18161 亿元，其中融资余额 18039 亿元，融券余额 123 亿元。两融余额占流通市值比重为 2.3%，两融交易占市 场成交额比重为 9.1%。 折溢价：20250609 当日 ETF 溢价较多的是半导体 ETF 南方，ETF 折价较多的 是沪港深 500ETF 基金。近半年以来大宗交易日均成交金额达到 14 亿元， 20250609 当日大宗交易成 ...