Group 1 - The Fourth Weihai International Week features over 20 international activities aimed at enhancing the city's global investment appeal and international reputation [2][3] - Since its inception in 2022, Weihai International Week has organized nearly 100 international activities, attracting over 2000 international guests and facilitating around 300 cooperation intentions [2][3] - This year's event includes high-profile activities such as the International Nuclear Engineering Conference and various technology innovation cooperation forums, highlighting Weihai's commitment to international collaboration [3][4] Group 2 - Weihai has made significant progress in establishing a Sino-Korean Free Trade Zone, with over 995 Korean-funded enterprises, accounting for 54.1% of the city's foreign enterprises [4] - The city's trade with Korea has seen a 67.8% increase over the past decade, with Weihai's port expected to rank third in the nation for imports and exports with Korea in 2024 [4] - Cultural exchanges have been fostered through partnerships with seven Korean cities and the ongoing organization of the Sino-Korean Innovation Competition [4]

市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3402.66 | 0.01% | 0.34 | | | 深证成指 | 10234.33 | -0.11% | -11.69 | | | 沪深 300 | 3892.20 | -0.06% | -2.43 | | | 创业板 | 2067.15 | 0.26% | 5.29 | | | 科创 50 | 977.97 | -0.30% | -2.96 | | | 北证 50 | 1424.38 | -0.25% | -3.53 | | 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万行业表现前五 | | | 申万行业表现后五 | 概 | 念板块表现前五 | 概念板块表现后五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 有色金属 | 1.40% | 家用电器 | -1.77% | 毛发医疗 | 2.02% | 中韩自贸区 | -1.52% | | 传媒 | 1.3 ...

截至6月12日收盘，中韩自贸区概念下跌1.52%，位居概念板块跌幅榜前列，板块内，连云港、海程邦 达、新华锦等跌幅居前。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601008 | 连云港 | -7.36 | 14.35 | -6205.90 | | 002094 | 青岛金王 | -1.17 | 13.64 | -2802.92 | | 600735 | 新华锦 | -1.91 | 8.24 | -1956.56 | | 603967 | 中创物流 | 0.00 | 2.51 | -833.15 | | 603836 | 海程邦达 | -2.00 | 2.09 | -664.06 | | 000599 | 青岛双星 | -0.55 | 5.08 | -439.70 | | 601298 | 青岛港 | -0.22 | 0.22 | -402.61 | | 001219 | 青岛食品 | -1.06 | 3.03 | -330.02 | | 600467 | 好当家 | -0.43 | 2. ...

Market Performance - The Hainan Free Trade Zone concept index declined by 0.98%, ranking among the top declines in concept sectors as of the market close on June 12 [2] - Within the sector, notable declines were observed in companies such as Shennong Agricultural, *ST Shuangcheng, and Hainan Haikong, while a few companies like Intercontinental Oil and Hainan Automobile saw increases of 1.84%, 0.98%, and 0.69% respectively [2] Capital Flow - The Hainan Free Trade Zone concept experienced a net outflow of 551 million yuan from major funds, with 23 stocks seeing net outflows, and 6 stocks exceeding 30 million yuan in outflows [3] - The stock with the highest net outflow was Hainan Huatie, with a net outflow of 209 million yuan, followed by Gongxiao Daji, Shennong Agricultural, and Hainan Haiyao with net outflows of 98.79 million yuan, 67.18 million yuan, and 52.33 million yuan respectively [3][4] Stock Performance - The top stocks with net inflows included Intercontinental Oil, Hainan Airport, and Hainan Automobile, with net inflows of 26.94 million yuan, 26.18 million yuan, and 17.53 million yuan respectively [3][4] - The Hainan Free Trade Zone concept stocks with the largest declines included Hainan Huatie (-2.01%), Gongxiao Daji (-1.25%), and *ST Shuangcheng (-3.87%) [4]

Core Insights - The 2025 China (Guangdong) - ASEAN Trade Promotion and Supply Chain Cooperation Mechanism Construction Exchange Conference was held in Guangzhou, marking a significant international meeting for Guangdong's cooperation with ASEAN [2] - The conference highlighted the strategic opportunities for Guangdong and ASEAN to deepen supply chain cooperation amidst a changing global trade landscape [2][3] - Guangdong's trade with ASEAN is projected to account for one-fifth of China's total trade with ASEAN by 2024, with significant investments in various sectors [3][5] Trade and Investment Opportunities - Guangdong and ASEAN signed seven cooperation projects at the conference, totaling over $3.1 billion, covering agriculture, mining, and tourism [3] - The completion of the China-ASEAN Free Trade Area 3.0 negotiations is expected to enhance trade facilitation and reduce tariffs, particularly benefiting traditional sectors like clothing and electronics [3][8] - The potential for Guangdong enterprises to expand into the Indonesian market is emphasized, with Indonesia being a key trade partner and market with significant growth potential [5][6] Supply Chain Cooperation - The cooperation between Guangdong and ASEAN is driven by complementary industries, with Guangdong's advanced manufacturing capabilities and ASEAN's resource advantages [4][6] - The report on China (Guangdong) - ASEAN Supply Chain Cooperation outlines three trends: accelerated regional layout, digital integration, and green transformation [7] - Multi-dimensional collaboration in areas such as policy communication, logistics, and infrastructure development is essential for enhancing supply chain cooperation [7][8] Market Entry Strategies - Emphasis on localization and technology adoption is crucial for Guangdong enterprises to succeed in the competitive ASEAN market [9][10] - Case studies illustrate the importance of adapting products to local preferences and utilizing local talent for market penetration [9] - Malaysia is highlighted as a strategic entry point for Chinese companies into the ASEAN market, leveraging its favorable position and policies [10]

截至6月11日收盘，中韩自贸区概念下跌1.35%，位居概念板块跌幅榜前列，板块内，青岛金王、青岛 双星、中创物流等跌幅居前，股价上涨的有7只，涨幅居前的有新华锦、连云港、青岛食品等，分别上 涨2.28%、1.84%、1.00%。 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（%） | | --- | --- | --- | --- | | 稀土永磁 | 4.90 | 中韩自贸区 | -1.35 | | 电子竞技 | 2.72 | CRO概念 | -0.90 | | 金属钴 | 2.36 | 阿尔茨海默概念 | -0.90 | | 一体化压铸 | 2.26 | 重组蛋白 | -0.82 | | 网络游戏 | 2.22 | 可控核聚变 | -0.80 | | 手机游戏 | 2.20 | 生物疫苗 | -0.53 | | 猪肉 | 2.16 | 赛马概念 | -0.50 | | 金属回收 | 2.10 | F5G概念 | -0.47 | | 汽车拆解概念 | 2.06 | 芬太尼 | -0.46 | | 网约车 | 2.05 | 创新药 | -0.45 | 资金面上看，今日中韩 ...

（本文作者谢雯璟系上海外国语大学国际金融贸易学院国际商务项目主任） 在此背景下，如何进一步推动自贸区3.0版相关条款落地生效，成为各方关注焦点。 一、中国东盟自贸区从2.0版升级到3.0版的主要突破 （一）中国与东盟聚焦数字经济、绿色经济等新兴领域，在3.0版协定中达成各自经贸协定最高水平规 则体系，推动合作迈向制度型开放新阶段。 在数字经济领域，3.0版首次系统性构建覆盖数字基础设施"硬联通"与规则标准"软联通"的全链条合作 框架。双方通过促进跨境光纤网络、数据中心等数字基建互联，推动电子发票、电子支付系统互操作 性，并引入高水平的个人信息保护、数字贸易标准（如无纸化贸易、网络安全认证）等规则，为区域数 字贸易发展奠定制度基础。 在绿色经济领域，3.0版将"全球发展倡议"纳入合作框架，针对2.0版存在的绿色技术标准差异、低碳资 金缺口等问题，设立绿色贸易、投资、标准等8个优先合作方向，推动双方在可持续能源（如光伏发 电）、新能源汽车动力电池、碳市场等领域深化政策协同与产业对接。 此外，面对全球能源转型压力，3.0版通过供应链互联互通章节强化区域清洁能源产业链韧性，协同建 设跨境智能电网和可再生能源项目，有效 ...

证券研究报告 2025 年 6 月 11 日 星期三 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万行业表现前五 | | | 申万行业表现后五 | 概 | 念板块表现前五 | 概念板块表现后五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 美容护理 | 1.10% | 国防军工 | -1.97% | 转基因 | 3.15% | EDR 概念 | -2.63% | | 银行 | 0.48% | 计算机 | -1.87% | 中韩自贸区 | 2.30% | MLOps 概念 | -2.56% | | 医药生物 | 0.33% | 电子 | -1.65% | 毛发医疗 | 2.25% | 兵装重组概念 | -2.43% | | 交通运输 | 0.17% | 通信 | -1.43% | 玉米 | 2.18% | 华为盘古 | -2.40% | | 传媒 | 0.15% | 非银金融 | -1.11% | 航运概念 | 2.00% | 华为昇腾 | -2.34% | 资料来源：东莞证券研究所，iFinD 数据 后市展望： 周二，市场全 ...

Group 1 - The concept of China-South Korea Free Trade Zone has seen a rise of 2.30%, ranking second among concept sectors, with 8 stocks increasing in value, including Lianyungang which hit the daily limit, and Huaguang Yuanhai, Qingdao Jinwang, and Rizhao Port showing notable gains of 26.88%, 3.41%, and 1.87% respectively [1][2] - The main inflow of funds into the China-South Korea Free Trade Zone concept sector amounted to 147 million yuan, with Lianyungang leading the net inflow at 180 million yuan, followed by Qingdao Jinwang, Qingdao Shuangxing, and Langzi Co., which received net inflows of 68.51 million yuan, 15.67 million yuan, and 14.28 million yuan respectively [2][3] - In terms of fund inflow ratios, Lianyungang, Chunxue Food, and Liaogang Co. had the highest net inflow rates of 11.08%, 5.63%, and 3.36% respectively [3] Group 2 - The stocks with the largest declines included Xinhua Jin, Haicheng Bangda, and Haodangjia, which fell by 9.34%, 3.27%, and 0.85% respectively [1][4] - The trading volume and turnover rates for the stocks in the China-South Korea Free Trade Zone concept varied, with Lianyungang showing a turnover rate of 18.09% and Qingdao Jinwang at 35.94% [3]

截至6月10日收盘，玉米概念上涨2.18%，位居概念板块涨幅第4，板块内，21股上涨，秋乐种业、康农 种业、神农种业等涨幅居前，分别上涨11.99%、10.91%、8.29%。跌幅居前的有云图控股、天康生物、 新安股份等，分别下跌0.71%、0.63%、0.62%。 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（%） | | --- | --- | --- | --- | | 转基因 | 3.15 | EDR概念 | -2.63 | | 中韩自贸区 | 2.30 | MLOps概念 | -2.56 | | 毛发医疗 | 2.25 | 兵装重组概念 | -2.43 | | 玉米 | 2.18 | 华为盘古 | -2.40 | | 航运概念 | 2.00 | 华为昇腾 | -2.34 | | 高压氧舱 | 1.54 | 国家大基金持股 | -2.28 | | 减肥药 | 1.46 | 星闪概念 | -2.25 | | 重组蛋白 | 1.42 | 汽车芯片 | -2.14 | | 粮食概念 | 1.30 | 华为欧拉 | -2.07 | | 动物疫苗 | 1.29 | 成飞概念 ...