Group 1 - Digital currency concept stocks are experiencing significant gains, with companies such as Xiongtai Technology (300546) and Yuxin Technology (300674) rising over 10% [1] - Dongxin Peace (002017) and Cuiwei Co., Ltd. (603123) have reached the daily limit increase, indicating strong market interest [1] - Other companies like Youbuxun (300531) and Sifang Jichuang (300468) are also seeing upward movement in their stock prices [1] Group 2 - There is a notable influx of dark pool funds into these stocks, suggesting increased investor activity and potential interest in the digital currency sector [2]

国内市场综述 冲高回落 走势分化 周五（6 月 27 日）大盘冲高回落，走势分化。截至收 盘，上证综指收于 3424.23 点，下跌 0.7%；深成指收 于 10378.55 点，上涨 0.34%；科创 50 下跌 0.18%；创 业板指上涨 0.47%，万得全 A 成交额共 15757 亿元， 较前一日有所下降。 行业方面，30 个中信一级行业有 16 个行业上涨，其 中有色金属、通信及纺织服装涨幅居前，而银行、电 力及公用事业、商贸零售则跌幅较大。概念方面，光 模块 CPO、工业金属精选及 GPU 等权等指数表现活跃。 海外市场综述 美国三大股指全线收涨 周五（6 月 27 日），美国三大股指全线收涨，道指涨 1%，标普 500 指数涨 0.52%，纳指涨 0.52%。其中，标 普 500 指数、纳指均创历史新高。万得美国科技七巨头 指数涨 1%。中概股涨跌不一，世纪互联涨超 18%。 新闻精要 1. 2025 上市公司论坛在温州举行 2. 海关总署：有条件恢复日本部分地区水产品进口 3. 驻加拿大使馆发言人就加政府命令海康威视加拿 大有限公司停止在加运营并关闭其加业务发表谈话 4. 今年来，民营银行频繁 ...

京北方 20250627 摘要 金北方作为上市银行 IT 公司龙头，专注于软件开发，客户主要为大型银 行，占比超 60%，业务稳健，深度参与数字货币和 AI 建设，为其未来 增长奠定基础。 金北方积极拓展非银客户，并通过内生外延双轮驱动，扩大金融 IT 领域 客户覆盖面，致力于成为多元服务综合厂商，同时将 AI 技术作为主要发 展方向。 金北方已发布 AI 大模型服务平台、智能测试助手等四个重量级产品，并 在多个行业落地，凭借先发优势，有望推广至中小型银行及其他非银机 构。 金北方凭借服务大型国有行的经验，积极参与人民币系统建设，并探索 香港等地稳定币相关业务，以及与国内大型银行探讨虚拟资产及真实世 界资产变现。 金北方预计 2025 年起维持 10%左右的收入复合增速，归母净利润通过 提升人效维持 15%左右的年复合增速，2025 年预测收入 51.5 亿，利 润 3.6 亿。 Q&A 金北方公司在银行 IT 服务领域的主要亮点是什么？ 金北方公司是金融信息化领域的龙头企业，其 85%以上的收入来自于银行 IT 服务业务。与其他银行 IT 公司相比，金北方有三大优势：首先，在软件开发收 入规模上，金北方是所 ...

Core Viewpoint - The company is currently facing challenges in stock performance and market perception, with ongoing efforts to enhance operational management and explore partnerships to drive growth. Group 1: Company Performance - As of June 27, 2025, the company's stock closed at 14.5 yuan, down 1.23%, with a turnover rate of 2.52% and a trading volume of 156,900 shares, amounting to a transaction value of 230 million yuan [1] - The company has acknowledged the impact of executive stock sales on its stock price, which has significantly decreased since the annual report [2][10] Group 2: Investor Relations - The company maintains that its operations are normal and is committed to enhancing internal value and delivering quality performance to investors [2] - The company is open to exploring partnerships with leading domestic firms, particularly in areas related to AI and data management [2][4] Group 3: Market Strategies - The company is actively pursuing the electronic voucher business, aiming to establish benchmark cases and expand its application across various regions and industries [4] - The company has not engaged in securities transaction tax-related services but focuses on providing IT systems and operational services for financial institutions [9] Group 4: Financial Management - The company is aware of its current valuation compared to peers in the software industry and is focused on improving its market position through effective management [2] - The company has a market management system in place to respond to significant stock price declines, although recent price movements do not trigger immediate actions [6][10] Group 5: Future Outlook - The company is monitoring developments in digital currency and stablecoin technologies, indicating potential future involvement in these areas [8]

比特币突破108000美元/枚，日内涨0.66%。 比特币/美元 ...

2025 年 06 月 29 日 宏观经济 关注 7 月政治局会议，结构性政策依然可期 大类资产表现及配置策略 大类资产表现：6 月，上证综指、沪深 300、创业板指分别上涨 2.3%、 2.1%、6.6%。债市走强，债券市场整体上涨 0.3%，国债收益率下降，1 年、 5 年、10 期国债收益率分别下降 11.0bp、5.5bp 与 2.9bp。海外港股恒生指数 上涨 4.3%，美股三大股指普遍上涨，道琼斯工业指数、纳斯达克指数、标 普 500 指数分别上涨 3.7%、6.1%与 4.4%。 A 股大势研判：上月月报预期月内前低后高，两重落地带动指数企稳修 复。但最终在美联储部分官员表态转向鸽派以及 9 月 3 日阅兵等消息面带动 下，上证指数再创近月新高。7 月财政政策逐步落地，下旬政治局会议即将 召开，市场再次进入政策博弈阶段，风险偏好有望阶段性回升。但基本面支 撑转弱、中美谈判即将落地，海外通胀抬头趋势更加明显，或压制 A 股海外 流动性。月内有望维持偏弱震荡。抢出口带动下，二季度经济数据表现不弱， 大幅增量政策出台的迫切性相对较低，但科技、地产、消费、供给侧改革方 面结构性政策依然可期，货币政策方面 ...

证券研究报告 | 2025年06月27日 乘势而起：市场新高趋势追踪：截至 2025 年 6 月 27 日，上证指数、深证 成指、沪深 300、中证 500、中证 1000、中证 2000、创业板指、科创 50 指数 250 日新高距离分别为 1.88%、9.71%、7.86%、7.38%、5.07%、1.91%、 16.70%、12.30%。中信一级行业指数中综合金融、有色金属、银行、通 信、国防军工行业指数距离 250 日新高较近，煤炭、食品饮料、房地产、 石油石化、消费者服务行业指数距离 250 日新高较远。概念指数中，可 转债正股、万得全 A 等权、万得微盘股日频等权、风力发电、十大军工 集团、数字货币、黄金等概念指数距离 250 日新高较近。 见微知著：利用创新高个股进行市场监测：截至 2025 年 6 月 27 日，共 832 只股票在过去 20 个交易日间创出 250 日新高。其中创新高个股数量最多的 是医药、基础化工、机械行业，创新高个股数量占比最高的是银行、综合金 融、纺织服装行业。按照板块分布来看，本周制造、周期板块创新高股票数 量最多；按照指数分布来看，中证 2000、中证 1000、中 ...

Market Overview - On June 27, the A-share market saw a total of 60 stocks hit the daily limit, with 54 stocks remaining after excluding 6 ST stocks, resulting in an overall limit-up rate of 66.67% [1] - The futures sector experienced a collective rise, with notable increases in South China Futures, Ruida Futures, and Yong'an Futures, which rose by 6.99%, 4.84%, and 2.36% respectively [1] Top Performing Stocks - Hongye Futures led with a limit-up order amount exceeding 2.77 billion yuan, marking its fourth consecutive limit-up day [1] - The highest limit-up order volume was recorded by Feima International at 619,200 hands, followed by Dadongnan, Bohai Automobile, and Aorui De with 371,000 hands, 336,300 hands, and 280,400 hands respectively [1][2] Sector Highlights Futures Sector - The China Securities Regulatory Commission is revising the "Futures Company Classification Evaluation Regulations" to address shortcomings in the current classification supervision system [1] Solid-State Battery - Jinlongyu has met national standards for semi-solid state battery performance and passed third-party testing [3] - Dadongnan has begun producing soft-pack solid-state batteries using aluminum-plastic film [4] Robotics - Heertai is actively developing humanoid robots and has a productization plan in place [5] - Haoshanghao's subsidiary collaborates with Yundong Technology to provide semiconductor chips for robotic joints and drives [6] Digital Currency - Hengbao Co. is one of the first financial technology companies involved in the People's Bank of China's digital currency pilot program, establishing a comprehensive digital RMB product and service system [7] - Jin Yi Culture's subsidiary focuses on digital payment solutions for individuals, enterprises, and governments, creating a digital currency aggregation wallet product [8] Investment Trends - The net buying amounts on the Dragon and Tiger list were led by Hengbao Co., Xiaoshangpin City, and Zhongjing Electronics, with net purchases of 2.64 billion yuan, 2.25 billion yuan, and 1.99 billion yuan respectively [9][10] - Institutional buying was prominent in Heertai, Jida Zhengyuan, and Xinhenghui, with amounts of 1.16 billion yuan, 934.16 million yuan, and 917.87 million yuan respectively [10]

资金面上看，今日数字货币概念板块获主力资金净流出60.71亿元，其中，77股获主力资金净流出，28 股主力资金净流出超亿元，净流出资金居首的是拉卡拉，今日主力资金净流出5.89亿元，净流出资金居 前的还有小商品城、楚天龙、新国都等，主力资金分别净流出5.63亿元、4.48亿元、3.72亿元。今日主 力资金净流入居前的概念股有恒宝股份、金证股份、金一文化等，主力资金分别净流入9.76亿元、3.21 亿元、1.01亿元。（数据宝） 截至6月27日收盘，数字货币概念下跌1.44%，位居概念板块跌幅榜前列，板块内，小商品城、华铭智 能、科创信息等跌幅居前，股价上涨的有22只，涨幅居前的有金一文化、恒宝股份、芯原股份等，分别 上涨10.13%、9.99%、6.09%。 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（%） | | --- | --- | --- | --- | | 铜缆高速连接 | 3.22 | 跨境支付(CIPS) | -1.95 | | 金属锌 | 3.11 | 可燃冰 | -1.88 | | 金属铅 | 2.55 | 数字货币 | -1.44 | | 摘帽 | ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 股票名称 "雄帝","恒宝","一家科技股300046","002104" 板块名称 "军工","大金融","信创软件","电池","数字货币","高端装备","汽车配件","消费" A股市场、精选个股、实战班 看多看空（看多） 文本中提到股指继续向3500进发热度高，军工等多个板块表现活跃，题材全面 开花，个股有较多机会，实战班也取得了较好的收益，这些都显示出A股市场的积极态势，所以 看多。 台子搭好了，继续唱戏，扩散！ 火爆（25.6.26午评） 和讯自选股写手 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 （原标题：股指继续向3500进发，热度较高） 当前股指继续向3500进发，热度较高。板块方面，军工各方向大涨，或受9月3日抗战胜利80周年及155 规划元年影响，资金涌入明显；大金融搭好台，题材唱戏，信 ...