Core Viewpoint - The A-share market experienced mixed performance with the Shanghai Composite Index rising by 0.21% while the Shenzhen Component and ChiNext Index fell by 0.32% and 0.58% respectively, indicating a narrow fluctuation in the market [1] Market Performance - As of the midday close, the Shanghai Composite Index increased by 0.21%, while the Shenzhen Component decreased by 0.32% and the ChiNext Index fell by 0.58% [1] - The total trading volume in the Shanghai and Shenzhen markets reached approximately 960.62 billion yuan, an increase of about 46.33 billion yuan compared to the previous trading day [1] Sector Performance - The banking sector showed a collective rebound, with stocks like China Construction Bank reaching new historical highs [1] - In contrast, stablecoin concept stocks continued to decline, with Hopu Co., Ltd. dropping over 10% [1] - The solid-state battery sector underwent adjustments, with Yinglian Co., Ltd. hitting the daily limit down [1] - Sectors that performed well included shipbuilding, photolithography machines, banking, and innovative pharmaceuticals, while sectors that saw declines included diversified finance, cross-border payments, solid-state batteries, and copper cable high-speed connections [1]

智通财经7月1日电，市场早盘震荡分化，三大指数涨跌不一。沪深两市半日成交额9606亿，较上个交易 日放量463亿。盘面上热点较为杂乱，个股跌多涨少，全市场超3400只个股下跌。从板块来看，芯片股 集体走强，凯美特气等10余股涨停。银行股展开反弹，建设银行等再创历史新高。下跌方面，稳定币概 念股持续走低，霍普股份跌超10%；固态电池概念展开调整，英联股份跌停。板块方面，中船系、光刻 机、银行、创新药等板块涨幅居前，多元金融、跨境支付、固态电池、铜缆高速连接等板块跌幅居前。 截至收盘，沪指涨0.21%，深成指跌0.32%，创业板指跌0.58%。 午评：沪指半日涨0.21% 银行股集体反弹 ...

昨日A股半年度收官，从上半年市场表现来看，主要股指全线上涨;其中沪指上半年涨2.76%，北证50指数大涨39.45%一度 创出历史新高，国证2000指数涨超10%。从板块来看，上半年题材概念获资金追捧，AI大模型、人形机器人、新消费、创新 药、固态电池等多个热点轮番活跃；此外，近20只银行股在上半年创出历史新高。整体上，中小盘股表现更佳，全市场3700多 只个股上半年上涨，逾百股涨超100%，化工股联合化学大涨440%，问鼎上半年"股王"。 市场焦点股长城军工（9天7板）高开4.58%，芯片产业链的兴业股份（12天7板）高开1.57%、好上好（4板）高开4.81%， PCB板块中京电子（9天6板）平开、澳弘电子（2板）高开7.98%，固态电池概念股大东南（5板）高开6.30%，大金融板块弘业 期货（5板）高开4.19%，军工股中光防雷（创业板3板）高开1.36%、国瑞科技（创业板4天3板）高开0.06%，稳定币概念股霍 普股份（创业板2板）高开2.84%、杭州园林（创业板4天2板）高开2.51%。 金融界7月1日消息，周二A股开盘，三大股指走势分化，其中沪指涨0.04%报3445.85点，深成指跌0.06%报 ...

Core Insights - The report highlights the steady development of China's medical device industry during the "14th Five-Year Plan" period, indicating a positive growth trajectory [6] - The report notes a new cycle of large-scale construction in the computing power industry, driven by intensified industrial policies and capital enthusiasm, with specific stocks mentioned [8] - The report discusses the focus on several listed companies, including their recent projects and financial activities, indicating potential investment opportunities [10] Industry Updates - The China Federation of Logistics and Purchasing released the "China Medical Device Supply Chain Development Report (2025)", emphasizing the ongoing growth of the medical device sector [6] - A conference on integrated data market construction was held in Shanghai, showcasing advancements in data circulation and transaction technologies [6] - The computing power industry is entering a new phase of large-scale development, with stocks like Xiechuang Data and Shenghong Technology highlighted as key players [8] Company Focus - Huazheng New Materials has achieved mass sales of aluminum-plastic film products in energy storage and small power battery sectors, and is validating products in solid-state battery applications [10] - Star Semiconductor plans to issue convertible bonds to raise up to 1.5 billion yuan for various manufacturing projects, including automotive-grade SiC MOSFET modules [10] - EVE Energy's subsidiary is set to invest up to 8.654 billion yuan in a new energy storage battery project in Malaysia [10] Market Review and Outlook - On June 30, the total trading volume in the two markets was 1,486.9 billion yuan, with 3,874 stocks rising and 1,042 falling, indicating a slight contraction in trading volume compared to the previous day [12] - The three major indices opened slightly higher and showed a small upward trend, with small-cap stocks leading the gains [12] - The report notes that the strongest performing sectors included military and gaming, while banking and securities sectors experienced declines, suggesting a shift in market sentiment [13]

Investment Rating - The report recommends a focus on solid-state battery equipment suppliers, particularly leading companies such as XianDao Intelligent, laser welding equipment manufacturers like LianYing Laser, and formation and capacity equipment suppliers like HangKe Technology [2]. Core Viewpoints - Solid-state batteries possess high energy density and safety, with broad future application scenarios. The transition from liquid to solid-state batteries is expected to enhance energy density significantly, with solid-state batteries projected to achieve energy densities exceeding 500 Wh/kg by 2030 [2][11]. - The dry process for all-solid-state batteries opens new demand for equipment, with significant changes in the production process across all stages, including the elimination of solvents and the introduction of new assembly techniques [2][10]. - Domestic key equipment companies are making strides in solid-state battery production, with several firms already achieving pilot production lines and partnerships for research and development [2][12]. Summary by Sections 1. High Energy Density and Safety of Solid-State Batteries - Solid-state batteries utilize solid electrolytes, offering advantages in energy density and safety compared to traditional liquid batteries. They can achieve energy densities of 300-500 Wh/kg, significantly higher than liquid batteries [11][12]. - The solid-state design eliminates risks associated with liquid electrolyte leakage and enhances thermal stability, making them suitable for various applications, including consumer electronics and electric vehicles [11][12]. 2. Dry Process as the Mainline for All-Solid-State Batteries - The dry process introduces new production techniques that enhance efficiency and reduce costs. Key changes include the elimination of solvent use and the introduction of new assembly methods that improve the overall production process [2][10]. 3. Key Domestic Equipment Companies - Notable companies in the solid-state battery equipment sector include: - XianDao Intelligent: First to achieve full-line equipment for solid-state batteries. - LianYing Laser: Leading in laser welding equipment, expected to benefit from increased demand in solid-state battery assembly [2][12]. 4. Investment Recommendations - The report emphasizes investment in solid-state battery equipment suppliers, particularly those involved in full-line production and advanced technologies, as they are positioned to benefit from the industry's growth [2][12]. 5. Policy Support for Solid-State Battery Development - The Chinese government is actively promoting the development of solid-state batteries through various initiatives, aiming for significant advancements in production capabilities by 2027 [2][39][45].

昨天，发生了哪些财经大事？ 哪吒2下映， 最终票房154.4亿元 据猫眼专业版数据， 电影《哪吒之魔童闹海》（《哪吒2》）密钥于6月30日到期，累计总 票房154.4亿元，上映至今共打破113项纪录，获得308项里程碑成就 。主要成就：中国影 史票房榜冠军、中国影史观影人次冠军、全球影史票房榜第5位、全球影史动画片票房榜冠 军。 关于京东稳定币产品及业务合作不实信息的严正声 明 A股半年收官： 沪指半年涨2.76%， 北证50指数大涨近40% A股昨日半年度收官，从上半年市场表现来看，主要股指全线上涨。其中沪指上半年涨 2.76%，北证50指数大涨39.45%一度创出历史新高，国证2000指数涨超10%。从板块来 看，上半年题材概念获资金追捧，AI大模型、人形机器人、新消费、创新药、固态电池等多 个热点轮番活跃；此外，近20只银行股在上半年创出历史新高。 京东紧急声明 6月30日午间，京东发言人官微发布《关于京东稳定币产品及业务合作不实信息的严正声 明》。声明称，近期关注到某些企业发布有关和京东币链展开合作的信息，存在失实情况， 误导了行业和公众舆论。请用户注意甄别，警惕"荐股"类骗局，避免财产损失。同时，再 ...

智通财经7月1日早间新闻精选 9、2连板维科技术公告，股东于6月19日至6月24日期间减持35.1万股，本次减持股份计划尚未实施完 毕；士兰微公告，股东罗华兵计划减持不超过50万股；通富微电公告，国家集成电路产业投资基金股份 有限公司累计减持公司1%股份；3天2板景旺电子公告，控股股东景鸿永泰、智创投资于6月27日至6月 30日期间存在通过大宗交易减持公司股票的情形。 1、财政部等三部门6月30日发布公告称，境外投资者以中国境内居民企业分配的利润，在2025年1月1日 至2028年12月31日期间用于境内直接投资符合条件的，可按照投资额的10%抵免境外投资者当年的应纳 税额，当年不足抵免的准予向以后结转。 2、《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》昨日发布。 其中指出，"轻资产"指最近一年末固定资产等实物资产合计占总资产比重不高于20%；"高研发投入"指 最近三年平均研发投入占营业收入比例不低于15%，或者最近三年累计研发投入不低于3亿元且平均研 发投入占营业收入比例不低于3%。 3、据中证报，进一步深化金融服务新型工业化的相关政策有望研究出台，增量政策预计将引导更多金 ...

【钛媒体综合】6月30日，财政部、国家税务总局、商务部发布公告，明确境外投资者以中国境内居民 企业分配的利润，在2025年1月1日至2028年12月31日期间用于境内直接投资符合条件的，可按照投资额 的10%抵免境外投资者当年的应纳税额，当年不足抵免的准予向以后结转。中华人民共和国政府同外国 政府订立的税收协定中关于股息、红利等权益性投资收益适用税率低于10%的，按照协定税率执行。 根据《公告》，享受税收抵免政策需同时满足的条件包括投资方式、产业目录、持有期限等五项： 一是境外投资者分得的利润属于中国境内居民企业向投资者实际分配的留存收益而形成的股息、红利等 权益性投资收益。 二是境外投资者以分得利润进行的境内直接投资，包括境外投资者以分得利润进行的增资、新建、股权 收购等权益性投资，但不包括新增、转增、收购上市公司股份（符合条件的战略投资除外）。 三是在境外投资者境内再投资期限内，被投资企业从事的产业属于《鼓励外商投资产业目录》所列的全 国鼓励外商投资产业目录。 四是境外投资者境内再投资需连续持有至少5年（60个月）以上。 对机器人而言，家庭应用场景确实非常有挑战，还需要一步步来做，目前像工业或农业（应 用 ...

今日关注 1、中共中央政治局6月30日召开会议，审议《党中央决策议事协调机构工作条例》。会议指出，制定出 台《党中央决策议事协调机构工作条例》，进一步规范党中央决策议事协调机构的设立、职责和运行， 对于发挥好对重大工作的顶层设计、统筹协调、整体推进、督促落实职能作用，具有重要意义。 2、6月30日，外交部发言人毛宁主持例行记者会。毛宁表示，有条件恢复符合中方规准的日本部分地区 水产品进口。中方主管部门将继续强化监管措施，保障人民群众的食品安全。一旦发现任何风险，将立 即依法采取必要的进口限制措施。 宏观经济 1、6月30日，国家统计局发布最新数据，6月份，制造业采购经理指数（PMI）为49.7%，比上月上升 0.2个百分点，制造业景气水平继续改善。 投资要闻 1、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 资者以中国境内居民企业分配的利润，在2025年1月1日至2028年12月31日期间用于境内直接投资符合条 件的，可按照投资额的10%抵免境外投资者当年的应纳税额，当年不足抵免的准予向以后结转。 2、国家外汇管理局日前已向部分符合条件的合格境内机构投资者（QDII） ...

Group 1 - The market is showing a moderate upward trend, with a positive outlook for the overall index, indicating a potential shift towards a bull market mentality [1] - Key stocks that have shown strong performance include Dazhongnan and Hongye Futures, with notable interest in Changcheng Military Industry, Beifang Changlong, and Zhongguang Fanglei [1] - The strategy emphasizes focusing on high-performing stocks and being prepared for potential rapid gains, particularly in sectors like stablecoins, solid-state batteries, military industry, and chips [1][2] Group 2 - The sentiment in the military industry is aligned, with a focus on the acceleration of top stocks, while the risks of chasing after high prices are increasing [2] - The narrative surrounding stablecoins is seen as expansive, providing opportunities for low-entry points during market fluctuations [2] - Today's strategy includes exiting positions in Zhongke Magnetic and Jianye Shares, while increasing holdings in Dazhongnan and targeting stocks like Xingye Shares for potential gains [2]