Group 1 - The pharmaceutical and biotechnology industry is experiencing rapid development supported by policies, with the innovative drug sector entering a commercialization phase [1] - In 2024, many companies are expected to significantly reduce losses, with high research and development enthusiasm for dual/multi-antibody drugs, ADCs, and gene therapies [1] - The medical device sector is seeing structural differentiation, with significant growth in bidding for medical devices expected in Q1 2025, particularly in medical imaging equipment, which is projected to grow over 85% [1] Group 2 - Policy documents such as "Opinions on Deepening the Reform of Drug and Medical Device Regulation to Promote High-Quality Development of the Pharmaceutical Industry" have been released, optimizing review and approval processes to support innovation [1] - The brain-computer interface and other new technologies are becoming important growth drivers, with national and local policies promoting their standardized development [1] - The traditional Chinese medicine sector is revitalizing through digital transformation, with new business models emerging under the "Traditional Chinese Medicine +" concept, and the potential for health consumption continues to be released [1] Group 3 - The industry as a whole benefits from an aging population, increased health awareness among residents, and policy dividends, although attention should be paid to risks such as centralized procurement price reductions and international competition [1] - The ChiNext Medical ETF tracks the ChiNext Medical Index, which is compiled by China Securities Index Co., Ltd., selecting listed companies in the biopharmaceutical, medical device, and medical service sectors from the ChiNext market to reflect the overall performance of high-growth, innovative enterprises [1]

一段时间以来，菲律宾个别反华政客出于一己私利，在涉华问题上采取了一系列恶意言行，损害中国利 益，破坏中菲关系。中国政府捍卫国家主权、安全、发展利益的决心坚定不移。中方决定，对在涉华问题 上表现恶劣的菲律宾前参议员托伦蒂诺实施制裁，禁止其入境中国内地和香港、澳门。 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 震惊业界！Meta、OpenAI突发：1亿美元抢人才！ 丨 大消息！超30亿美元额度！外汇局最新发 放 丨 外资利好！三部门重磅发文 丨 深交所最新发布！事关创业板，今起实施！ 丨 全线爆发！这一 板块，涨停潮！ 丨 中美俄将共同纪念抗战胜利80周年？外交部回应！ 丨 关税突发！加拿大：取 消！ 丨 A股，重大调整！ 丨 周末，特朗普刷屏！ 丨 两只A股，公告涉重大资产重组事项！ 丨 突 发！俄对乌全境发动大规模空袭！ 丨 事关稳定币！陈茂波发声 丨 周末重磅！四大交易所最新发声 丨 脑机接口，大消息！ 丨 小米汽车深夜回应！ 来源：外交部 责编：叶舒筠 校对： 姚远 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位 ...

7月1日，A股早盘走势分化，市场超3400股飘绿，截至午间收盘，沪指涨0.21%，深成指跌0.32%，创业 板指跌0.58%。 值得关注的是，国泰海通证券为，下一阶段，指数或不再是短期重点，投资上应更多聚焦结构表现。经 济政策和创新支持增量举措将改善风险偏好，并推动成长表现。建议关注新技术趋势或新消费动向等成 长板块、金融与部分高分红板块。 盘面上，红利风格活跃，银行股集体反弹，浦发银行再创历史新高；电力板块走高，华银电力涨停；芯 片产业链持续走高，光刻机、先进封装等方向领涨，三超新材等多股涨停；医药股走强，医美、医疗器 械、创新药等方向领涨，塞力医疗涨停，脑机接口概念延续强势，际华集团3连板；可控核聚变概念上 扬，四创电子涨停。下跌方面，多元金融、文化传媒、光伏、消费电子等板块跌幅居前。 焦点个股方面，新股N信通一度大涨近300%，资料显示，信通电子是一家以电力、通信等特定行业运 行维护为核心服务目标的工业物联网智能终端及系统解决方案提供商。 展望后市，招商证券认为，7月市场可能会呈现指数突破上行，科技非银等进攻性板块占优的格局。 热门板块 1、光刻机概念强势 芯片产业链持续拉升，光刻机、先进封装等方向领涨 ...

Core Viewpoint - Zhejiang Dongri, once a high-flying stock due to the "brain-computer interface" concept, saw its stock price plummet after clarifying that its main business is unrelated to this concept, leading to a significant market correction [1][2][4] Group 1: Stock Performance - From June 16 to June 27, Zhejiang Dongri's stock price surged for 10 consecutive trading days, with 6 days hitting the daily limit, resulting in a cumulative increase of 105.16% [2][3] - On June 30, the stock opened at 26.82 yuan, down 6.35%, and closed at the daily limit of 25.78 yuan, marking a decline of 9.99% [1] Group 2: Company Announcements - On June 27, Zhejiang Dongri issued a "Severe Abnormal Fluctuation Announcement," clarifying that its main business involves managing vegetable markets and selling tofu, with no connection to the "brain-computer interface" [1][2] - The company had previously issued multiple announcements, including a "Risk Warning Announcement," emphasizing that its daily operations do not involve the "brain-computer interface" business [3][4] Group 3: Market Manipulation Concerns - The stock's prior surge was characterized as speculative trading, with indications of potential market manipulation, especially given the company's clarifications about its business focus [2][3] - The misleading nature of the stock's rise based on the "brain-computer interface" concept has raised concerns about investor protection and the need for regulatory scrutiny [4]

09:45 7月1日周二，A股小幅低开，三大股指早盘震荡下跌，军工股、半导体设备活跃，创新药板块拉升。债 市方面，国债期货上涨。商品方面，国内商品期货多数下跌，焦煤再度下跌。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 | | 3446.89 | 2.47 | 0.07% | | 399001 | 深证成指 | NN. | 10434.00 | -31.12 | -0.30% | | 399006 | 创业板指 | NV | 2142.40 | -10.62 | -0.49% | | 000300 | 沪深300 | Status of the Resident | 3930.92 | -5.16 | -0.13% | | 000016 | 下证50 | 1.0.1 | 2711.53 | -0.46 | -0.02% | | 000680 | 科创综指 | | 1224.23 | -5.59 | -0.45% | | 000688 | 科创20 | | 994.8 ...

脑机接口板块延续活跃，际华集团（601718）3连板，翔宇医疗、创新医疗（002173）涨超7%，乐普医 疗（300003）、荣泰健康（603579）跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 07 月 01 日 星期二 [Table_Summary] 概览 核心观点 【市场回顾】 周一 A 股三大指数集体收涨，截止收盘，沪指收涨 0.59%，深成指收 涨 0.83%，创业板指收涨 1.35%。沪深两市成交额 14866.37 亿元。申 万行业方面，国防军工、传媒、通信领涨，非银金融、银行、交通运 输领跌；概念板块方面，兵装重组概念、脑机接口、光刻机涨幅居前， 期货概念、金属锌、乳业跌幅居前。港股方面，恒生指数收跌 0.87%， 恒生科技指数收跌 0.72%；海外方面，美国三大指数集体收涨，道指 收涨 0.63%，标普 500 收涨 0.52%，纳指收涨 0.47%。 【重要新闻】 【6 月份，我国制造业、非制造业和综合 PMI 分别为 49.7%、50.5%和 50.7%】国家统计局公布，6 月份，我国制造业、非制造业和综合 PMI 分别为 49.7%、50.5%和 50.7%，比上月上升 0.2、0.2 和 0.3 个百分 点，三大指数均有所回升。装备制造业、高技术制造业和消费品行业 ...

证券研究报告 2025 年 07 月 01 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3444.43 | 0.59 | | 深证成指 | 10465.12 | 0.83 | | 创业板指 | 2153.01 | 1.35 | | 科创 50 | 1003.41 | 1.54 | | 北证 50 | 1447.18 | 0.52 | | 沪深 300 | 3936.08 | 0.37 | A 股市场概览 | 类别 | 总市值 | 流通市 | 市盈率 | 市净率 | | --- | --- | --- | --- | --- | | | (亿元) | 值(亿元) | PE | PB | | 上证指数 | 668373 | 518986 | 12.31 | 1.28 | | 深证成指 | 229186 | 187895 | 20.34 | 2.15 | | 创业板指 | 60402 | 47793 | 28.11 | 3.92 | | 科创 50 | 35038 | 23365 | 54.71 | 4.21 | | 北证 50 | ...

重要的消息有哪些 7月1日（周二）申购提示 新股方面，同宇新材申购代码301630，发行价84.00元/股，申购上限1万股。 投资有风险，申购需谨慎。 1．6月30日，外交部发言人毛宁主持例行记者会。有记者就有外媒报道称，中美俄将共同纪念中国人民抗日战争暨世界反法西斯战争胜利80周年相关问题提问。对 此，毛宁表示，在上周举行的国新办的记者会上，有关部门介绍了抗战胜利80周年纪念活动邀请外国领导人的安排，你可以查阅。你提到的具体问题，目前没有可 以提供的信息。 2．商务部新闻发言人就加拿大政府关闭海康威视在加业务事答记者问。加方以"国家安全"为由，强行关闭海康威视在加业务，并禁止加政府部门购买或使用海康威 视产品。中方对此强烈不满、坚决反对。 3．6月30日，深交所发布《深圳证券交易所股票发行上市审核业务指引第8号——轻资产、高研发投入认定标准》（以下简称《指引》），自发布之日起施行。指 引根据创业板上市公司成长性、创新性特点明确了创业板"轻资产、高研发投入"的认定标准，有助于创业板更好服务科技创新和新质生产力发展。 4．财政部、税务总局、商务部发布关于境外投资者以分配利润直接投资税收抵免政策的公告，境外投资者 ...

证券研究报告 2025 年 7 月 1 日 星期二 【A 股市场大势研判】 板块排名： | 申万一级涨幅前五 | | | 申万一级跌幅前五 | 热点板块 n | 涨幅前五 | 热点板块跌幅前五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 国防军工 | 4.35% | 非银金融 | -0.77% | 兵装重组概念 | 8.89% | 期货概念 | -0.44% | | 传媒 | 2.82% | 银行 | -0.34% | 脑机接口 | 5.17% | 金属锌 | -0.08% | | 通信 | 1.90% | 交通运输 | -0.09% | 光刻机 | 3.90% | 乳业 | -0.06% | | 电子 | 1.44% | 综合 | 0.06% | 成飞概念 | 3.82% | 盐湖提锂 | 0.01% | | 纺织服饰 | 1.41% | 石油石化 | 0.11% | 国产航母 | 3.68% | 水泥概念 | 0.01% | 资料来源：东莞证券研究所，iFinD 数据 后市展望： 三大指数上半年全线上涨收官 市场表现： | 指数名称 | ...