两市成交额1.25万亿元，盘面上，采掘、石油、燃气板块逆势上涨，计算机、地产、港口等板块跌幅居前。 分析人士认为， 当前A股市场在地缘冲突干扰背景下虽承压，但展望未来， 中美关系有望进一步缓和，且国内宽松的货币政策与积极的财政政策持续 发力，对未来的市场表现不应悲观。 摘要 1、今天，A股港股均出现下跌，创业板指跌超1%，有超4600只个股下跌，发生了什么？ 2、ETF连续四天获 资金加仓，买入这些方向！后市会怎么走？ 3、A股即将进入中报业绩披露期，哪些板块机会更大？如何做好资产配置？ 真话白话说财经，理财不说违心话 --这是第1369 篇白话财经- - 今天，A股港股集体下跌，创业板指跌超1%，有超4600只个股下跌。 （图片来源：东方财富APP，统计截至2025/6/19，不作投资推荐） 超4600只个股下跌，发生了什么？ 今天，亚太市场集体跳水，日经225跌超1%，港股恒生指数跌近2%，发生了什么？ （图片来源：东方财富APP，统计截至2025/6/19，不作投资推荐） 1、 地缘政治风险升温。 有消息称，"美国高级官员正在为可能在周末对伊朗发动打击做准备"，引发市场对中东冲突直接升级的担忧。导致避险 ...

Core Viewpoint - China's hard technology investment is not overheated but is significantly insufficient, requiring collective efforts from society to enhance the financial system's confidence and understanding of technology [1] Group 1: Investment Landscape - Zhongke Chuangxing, founded in 2013, is a pioneer in hard technology investment, focusing on the transformation of excellent scientific research achievements from research institutions and universities [1] - As of June this year, the fund's managed scale exceeds 12 billion yuan, having invested in and incubated over 530 hard technology companies [1] - Zhongke Chuangxing maintains a rapid investment pace despite the contraction of dollar funds and difficulties in GP fundraising [1] Group 2: Investment Strategy - Zhongke Chuangxing is one of the fastest institutions in the market, with last year's project count equivalent to the total of 30 GPs [2] - The firm employs a unique risk-hedging logic, emphasizing a large project pool to diversify risks, where 50 out of 100 projects may fail, but top projects can cover losses [2] - The company is particularly focused on the AI sector, which, despite being hot, is still in its early development stage, and values breakthroughs in underlying technologies such as quantum computing and controlled nuclear fusion [2] Group 3: Long-term Vision - Hard technology investments require "patient capital," with many projects co-invested with local future industry funds due to long investment cycles that can last up to 20 years [2] - Zhongke Chuangxing aims to balance long-term value with short-term exits by constructing a "research-incubation-industry" flywheel, binding early with research projects and later introducing industrial capital [2] - The company emphasizes the need for more "last-mile" participants to improve the low conversion rate of China's scientific and technological achievements [3]

6月19日，连续等待多天的这个变盘选方向，今天终于给出来了，只不过是给到的是大部分人都不愿意 见到的向下。今天市场的话呢呃又是4000多家待涨，走得很弱。和讯投顾李炜觉得接下来可能从策略上 需要小幅度的呢降低一下交易的这个预期。前面我也跟大家聊到过，最近的这个小变盘，呢就是围绕这 个区间看看它是上方强势的这种震荡，完了之后去冲击3417，还是去寻求这个宽幅震荡的下轨3330去寻 求支撑。那么这儿既然选择向下，那接下来其实就是耐耐心心的等一等，看看到3430左右，有没有止跌 的这个低吸的机会，节奏上的话呢可能相对的难熬了一点啊难熬一点。因为他有可能他会明天就开始给 修复，给修复的话呢就是围绕中轨这儿来回再震一震，再磨一磨时间就是走得极其的慢，结构上也走得 极其的慢，上也上不去，下也下不来这种状态。所以大家也就意味着针对于一些热门板块也好，针对于 个股的这个买点定位也好，适当的呢就是又要回归到比市场节奏慢半拍，或者是慢一拍的这种状态当 中。 （原标题：和讯投顾李炜：向下变盘！明天怎么走？） 那那两个概念呢我觉得强度已经有所下降，虽然数字货币虽然稳定，币强度也有下降，但是这里面的话 呢目前还是以强势视角，啊目前还是 ...

Core Viewpoint - The company, Ice Wheel Environment, is focused on providing advanced system solutions and lifecycle services in the energy and power sectors, with a range of products including compressors and heat exchangers, operating in a temperature range of -271°C to 200°C [2][3]. Group 1: Business Overview - The company offers a variety of products such as screw compressors, centrifugal compressors, absorption compressors, piston compressors, and various industrial heat pumps, among others [2][3]. - The company has a mature supply of magnetic suspension compressor products, which have been used in venues for the Beijing Winter Olympics [3]. - The customer industries served include food freezing and refrigeration, cold chain logistics, industrial cooling systems, commercial air conditioning, and special industrial air conditioning [3]. Group 2: Technological Advancements - The company has developed a helium compressor for superconducting magnets used in controlled nuclear fusion devices, which operates at extremely low temperatures [4]. - The company has made significant advancements in screw compressor technology, leading to improved performance and quality, and has received national recognition for its innovations [5]. Group 3: Financial Performance - The company's Q1 2025 report shows a main revenue of 1.373 billion yuan, a year-on-year decrease of 16.05%, and a net profit of 93.726 million yuan, down 22.45% year-on-year [6]. - The company has a debt ratio of 44.64% and a gross profit margin of 25.03% [6]. Group 4: Market Sentiment and Predictions - In the last 90 days, three institutions have given buy ratings for the stock [7]. - Detailed profit forecasts indicate expected net profits of 679 million yuan for 2025, 757 million yuan for 2026, and 854 million yuan for 2027 from various institutions [9].

Market Overview - A-shares experienced a noticeable decline today, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down by 0.79%, 1.21%, and 1.36% respectively, while over 4600 stocks fell and around 700 stocks rose [4] Solid-State Battery Sector - The solid-state battery sector showed strength in the morning, with stocks like Nord Shares achieving three consecutive limit-ups, while others such as Xiangtan Electric and Fengyuan Shares also hit the daily limit [3] Oil and Gas Sector - The oil and gas sector rebounded after hitting lows, with stocks like Zhun Oil and Shandong Molong achieving five consecutive limit-ups, and several others including Maohua Shihua and Baomo Shares hitting the daily limit [3][12] - Oil futures rose again, contributing to the overall increase in oil and gas stocks, with oil reform, shale gas, and oil service sectors rising by 2.36%, 2.08%, and 1.73% respectively [12] Natural Gas Sector - The natural gas sector saw significant gains in the afternoon, with stocks like Shouhua Gas and Blue Flame Holdings hitting the daily limit, while others like Tianhao Energy and Changchun Gas also experienced substantial increases [3] Short Drama Sector - The short drama sector experienced a localized surge in the afternoon, with stocks like Zhangyue Technology and Ciweng Media hitting the daily limit, driven by Tencent's recent launch of a new short drama mini-program [10] Stablecoin Sector - Circle, dubbed the "first stablecoin stock," saw a significant increase of over 33%, reaching a new high since its listing, which catalyzed a partial rise in stablecoin concept stocks, although the sector faced a decline later in the day [7] Ant Group and Digital Currency Concepts - Ant Group concept stocks and digital currency stocks both saw declines of 1.97% and 3.03% respectively, despite some initial high openings [8] Middle East Conflict - Ongoing discussions regarding the Middle East conflict, particularly involving Iran and Israel, have led to increased volatility in oil prices and a subsequent rise in oil and gas stocks [12] Fujian Forestry Stocks - Fujian's "three forestry brothers" have shown unusual trading patterns, with stocks like Fujian Jinsen and Yong'an Forestry experiencing erratic movements without clear catalysts [14][15][16]

可控核聚变深度汇报 20250618 摘要 可控核聚变作为战略性新兴产业，受到全球各国高度重视，中国已制定 "三步走"战略，并成立创新联合体，多家国央企增资，显示国家推动 未来能源发展的决心，视其为大国竞争制高点。 可控核聚变具有能量密度高、原料充足、安全性高、环境友好四大优势， 其中氘氚聚变能量密度是铀 235 裂变的四倍以上，原料氘可直接从海水 提取，氚可通过中子轰击锂制备。 可控核聚变技术难点在于实现"点火"，即输出能量大于输入能量，需 满足上亿度高温、等离子体密度 10^20 立方米分之一、等离子体与磁 场约束时间超过 3 秒等苛刻条件，目前全球水平 q 值仅为 4，距离商业 化所需的 30 仍有差距。 可控核聚变主要技术路径包括磁约束和惯性约束，磁约束以托卡马克、 仿星器和 FRC 装置为代表，惯性约束分为激光驱动型和 Z 箍缩型，美国 NIF 装置已实现激光驱动型惯性约束聚变点火，q 值达 1.5，今年提升至 4。 Q&A 可控核聚变的基本原理是什么？与核裂变相比有哪些优势？ 核能是所有一次能源中能量密度最高的，其涉及到爱因斯坦的质量能量转换方 程 E=mc²。核能主要有三种释放形式：核衰变、核裂 ...

证券代码：000969 证券简称：安泰科技 安泰科技股份有限公司投资者关系活动记录表 编号：2025-008 已经装备了钨铜偏滤器。安泰中科是国际上第一家批量生产钨铜偏滤器 的公司，目前主要生产钨铜偏滤器、钨串型限制器及钨铜包层零部件等。 3、在核聚变领域的优势有哪些？偏滤器设计和生产有哪些技术要 求或难点？ 材料及器件产业主要包括稀土永磁材料及其制品、非晶纳米晶材料及器 件、精密合金及带材，广泛应用于 AI、智能制造、电子信息、新能源汽 车、光伏、家电及轨道交通行业等领域；高速工具钢产业主要为切削刀 具、量具、模具和耐磨工具等制造提供高品质高速钢材料，包括高性能 传统高速钢、粉末高速钢以及喷射高速钢。从 2024 年收入规模上看， 先进功能材料及器件板块营业收入28.03亿元，占营业收入比重37.01%； 特种粉末冶金材料及制品板块营业收入 29.62 亿元，占比 39.10%；高品 质特钢及焊接材料板块营业收入 16.51 亿元，占比 21.80%。 2025 年，公司将继续打造在各自所处细分领域具有独特优势或不可 替代地位的企业集群。安泰天龙将继续巩固高端医疗装备领先地位，拓 展半导体、航空航天等新兴市 ...

Market Overview - A-shares showed weak performance today, with the Shanghai Composite Index down nearly 1% and the Hang Seng Index dropping close to 2% [1][2] - Major A-share indices experienced fluctuations, with the Shenzhen Component Index and ChiNext Index both declining over 1% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,811 billion yuan, an increase of nearly 600 billion yuan compared to the previous day [1] Sector Performance Oil Sector - The oil sector surged against the market trend, with Shouhua Gas hitting a 20% limit up, and Tongyuan Petroleum rising over 11% [3][4] - Shandong Molong and Zhun Oil both achieved five consecutive limit ups, indicating strong investor interest [3][4] - The geopolitical situation in the Middle East, particularly attacks on energy facilities, has contributed to rising oil prices and increased market volatility [5][6] Pharmaceutical Sector - The pharmaceutical sector saw significant declines, with Changshan Pharmaceutical hitting a 20% limit down and Hanyu Pharmaceutical and Guangshengtang dropping over 10% [10][11] - Changshan Pharmaceutical recently reached a historical high but has faced a sharp decline due to uncertainties regarding its new diabetes treatment, which is still under review [12] - Yong'an Pharmaceutical also faced a decline, with recent announcements indicating a lack of significant changes in its fundamentals despite a recent surge in stock price [12] Solid-State Battery Sector - The solid-state battery sector was active, with Haike New Source and Tianli Lithium Energy both hitting limit ups of 20% and approximately 12% respectively [7][8] - The recent China International Solid-State Battery Technology Conference is expected to accelerate the industrialization process of solid-state batteries, supported by strong government policies [9]

截至6月19日收盘，短剧游戏概念上涨0.53%，位居概念板块涨幅第4，板块内，21股上涨，百纳千成 20%涨停，慈文传媒、掌阅科技等涨停，川网传媒、流金科技、欢瑞世纪等涨幅居前，分别上涨 6.21%、4.42%、3.90%。跌幅居前的有三维通信、遥望科技、吉视传媒等，分别下跌4.81%、3.65%、 2.78%。 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（%） | | --- | --- | --- | --- | | 可燃冰 | 1.41 | 可控核聚变 | -4.07 | | 页岩气 | 0.89 | 超导概念 | -3.41 | | 俄乌冲突概念 | 0.64 | 中韩自贸区 | -3.13 | | 短剧游戏 | 0.53 | 成飞概念 | -3.02 | | 中船系 | 0.15 | 核污染防治 | -2.97 | | 天然气 | -0.04 | 毛发医疗 | -2.89 | | 铜缆高速连接 | -0.36 | 数字货币 | -2.84 | | PCB概念 | -0.43 | 噪声防治 | -2.84 | | 钠离子电池 | -0.43 | 减肥药 | -2 ...

Group 1 - The controlled nuclear fusion concept sector experienced a decline of 4.07%, ranking among the top declines in concept sectors, with major stocks like Hezhong Intelligent hitting the limit down [1][2] - Within the controlled nuclear fusion sector, 57 stocks saw net outflows of main funds, totaling 2.774 billion yuan, with Hezhong Intelligent leading the outflow at 314.47 million yuan [2][4] - The top gainers in the sector included Zhongyou Engineering and *ST Xinyan, which rose by 4.12% and 1.81% respectively [1][4] Group 2 - The controlled nuclear fusion sector was among the worst performers today, alongside superconducting concepts and nuclear pollution prevention, which also saw significant declines [2][3] - The main funds saw a net inflow into stocks like Xue Ren Co., Bai Li Electric, and Zhongyou Engineering, with inflows of 39.50 million yuan, 23.15 million yuan, and 18.57 million yuan respectively [2][4] - The stocks with the largest net outflows included Hezhong Intelligent, Xuguang Electronics, and Jingda Co., with outflows of 314.47 million yuan, 247.22 million yuan, and 220.13 million yuan respectively [2][3]