Market Overview - On June 4, the market continued to recover, with 3,900 stocks rising and 1,200 stocks falling, including 86 stocks hitting the daily limit up and 2 stocks hitting the limit down [1] - Market hotspots focused on solid-state batteries, IP economy, and beer sectors [1] High-Performance Stocks - Craft beer company Lehui International achieved 5 consecutive limit ups in 7 days, driven by growth in its Q1 report [3][4] - Financial service company Yuyin Co. recorded 5 consecutive limit ups, previously involved in digital currency [3][4] - Autonomous driving concept stocks such as Hexing Co. and Qiaoyin Co. also showed strong performance with multiple limit ups [3][4] Trading Data - The top three net purchases on the Dragon and Tiger list were Jili Rigging (147 million), Keheng Co. (85.86 million), and Huijin Co. (83.08 million) [5] - The top three net sales were Xue Ren Co. (114 million), Huijin Tong (78.64 million), and Hezhuan Intelligent (71.66 million) [5] Stock Performance - Notable stocks included: - Guoshen Youse: +10.00%, price at 52.03, turnover rate 7.29%, total transaction amount 2.56 billion [6] - Jili Rigging: +10.02%, price at 6.37, turnover rate 15.45%, total transaction amount 899 million [6] - Keheng Co.: +20.02%, price at 11.75, turnover rate 15.50%, total transaction amount 373 million [6] Institutional Activity - Institutional net purchases included Huasheng Pharmaceutical (40.36 million), Huijin Co. (38.27 million), and Hengbao Co. (37.82 million) [8] - Institutional net sales were led by Baile Electric (96.78 million), Lepu Medical (68.21 million), and Tianyuan Pet (55.06 million) [9] Sector Highlights - Solid-state battery and rare earth sectors saw significant interest, with Keheng Co. achieving a 20% limit up and a turnover rate of 15.5% [14] - The deep-sea mooring system sector is developing core products with international leading technical indicators, applicable in deep-sea oil and gas platforms [13]

Stock Performance - Lehui International has achieved 5 consecutive boards in 7 days with a price increase of 10.00% [3] - Youyou Food has recorded 3 boards in 6 days with a price increase of 10.01% [3] - Emei Mountain A has made its first board with a price increase of 10.00% [3] - Jiamei Packaging has also made its first board with a price increase of 10.12% [3] - Chapiapiao has made its first board with a price increase of 10.04% [3] - Yongshuntai has made its first board with a price increase of 10.01% [3] - Ximai Food has made its first board with a price increase of 10.00% [3] Gold Concept - The stock of Old Poo Gold has reached a historical high of 978.5 HKD, with a market value approaching 170 billion HKD, and has increased over 300% this year [4] Solid-State Battery - The solid-state battery sector is experiencing significant catalysts, with multiple conferences scheduled in June, including the 2025 High-Performance Solid-State Battery Technology and Application Summit on June 10 [9] Beauty and Personal Care - The retail sales of cosmetics have increased by 9.8%, significantly higher than the overall retail sales growth of 5.7% in April [13] Digital Currency - The Hong Kong government has officially enacted the "Stablecoin Ordinance," marking a significant regulatory development in the digital currency space [21] Unmanned Vehicles - The unmanned delivery vehicle industry is reportedly growing at ten times the speed of last year, with New Stone's monthly delivery exceeding 1,000 units [24] IP Economy - The stock of Pop Mart, a leading player in the IP economy, has risen over 4%, reaching a new historical high [26] Deep Sea Technology - The Guangdong Provincial People's Congress has announced new regulations to promote high-quality development of the marine economy, focusing on optimizing spatial layout [39] Nuclear Power - Meta has signed a 20-year power purchase agreement with Constellation Energy to buy nuclear power for its data centers, marking a significant collaboration between tech companies and nuclear power [42]

创业板指涨超1%，沪指涨0.32%，深成指涨0.68%，黄金珠宝、CPO、可控核聚变、IP经济等方向领 涨，沪深京三市上涨个股近3300只。 ...

当然今天板块方面创新药和新消费概念表现尤为亮眼，创新药板块涨停个股有11家，如舒泰神、华纳药厂、冠昊生物、北陆药业都是20cm涨停，联化科 技4连板，哈三联、万邦德、海南海药等都是2连板，首板涨停的也有很多。消息面上，跨国医药巨头百时美施贵宝宣布，与德国生物技术公司BioNTech 就新一代抗癌药物BNT327达成授权协议，协议的里程碑付款最高可达111亿美元。根据过往公告，BNT327早些年是中国药企普米斯开发的PM8002。 另一个就是新消费了，板块内若羽臣涨停，万辰集团涨超14%，双双创历史新高，乐惠国际、有友食品、顺灏股份涨停，其中还有一个均瑶健康更是上 演地天板。还有属于新消费范畴的IP经济概念股今天也持续走强，创源股份、曼卡龙、锦泓集团涨停，掌趣科技涨超14%，莱绅通灵、德艺文创等走 高。消息面上，港股泡泡玛特盘中涨超2%，股价续创新高。另外，可控核聚变由于上周四晚上王子新材被传监控拖累走弱，今天继续走弱没能走出反 包机会，钢铁、汽车整车板块跌幅居前。 受假期亚太股市下跌影响，今天A股三大指数早盘集体低开，但是低开后没有低走，而是低开高走转涨，全天维持红盘运行，这得益于国家队出手银行 股护盘作用。 ...

Market Overview - The market experienced a rebound with all three major indices closing in the green, driven by significant gains in new consumption concept stocks, IP economy, beauty, and sports sectors [1] - The total trading volume reached 1.1414 trillion, an increase of 22 billion compared to the previous trading day, with over 3,400 stocks rising [1] Sector Performance - The new consumption sector saw a strong increase, particularly with the IP economy concept stocks gaining traction. The Labubu brand's overseas performance exceeded expectations, and the opening of the first popop store in Shanghai on May 30 further boosted interest [2] - The sports concept stocks performed well, with the Jiangsu Province city football league gaining popularity and driving cultural tourism consumption [2] - The innovative drug sector maintained its strength, influenced by a correction in the Hong Kong market and significant announcements from multinational pharmaceutical companies, including a licensing agreement worth up to 11.1 billion USD for a new cancer drug [2] Banking Sector - Bank stocks showed renewed strength, supported by the trend of dividend stocks and adjustments to major indices by the Shanghai Stock Exchange and China Securities Index, which may lead to capital inflows [3] - Insurance capital continues to show interest in bank stocks, maintaining market momentum [3]

Investment Rating - The report assigns a "Buy" rating for stocks, indicating an expected relative return of over 20% within six months [27] - The industry investment rating is "Outperform," suggesting an expected industry index increase of over 5% within the same timeframe [27] Core Insights - Southbound capital continues to flow into Hong Kong, with a net purchase of 25.8 billion yuan in the past week, totaling 610.7 billion yuan year-to-date, which is 82% of the total net purchase for 2024 [1] - The report highlights the low valuation of internet companies, with projected P/E ratios for 2025 for major players like Alibaba at 12, Tencent at 17, and Meituan at 14 [1] - The recent passing of the "Hong Kong Stablecoin Ordinance" marks a significant step for Hong Kong in the digital asset space, aiming to promote financial innovation while maintaining stability [3][7] Summary by Sections Market Overview - The Hang Seng Index closed at 23,289.77 points, down approximately 1.32% for the week [10] - The report notes that several indices will undergo significant adjustments, with companies like Blukoo and Miexue Group being added to the Hang Seng Composite Index on June 9 [3] Company Performance - Meituan reported Q1 2025 revenue of 86.6 billion yuan, up 18.1% year-on-year, with adjusted net profit increasing by 46.2% [8] - Xiaomi's Q1 2025 revenue reached 111.3 billion yuan, a 47.4% increase, with significant growth in its electric vehicle and AI sectors [9] - The report emphasizes the strong performance of companies like Kuaishou and Pinduoduo, with Kuaishou's projected P/E for 2025 at 9 [20] Investment Opportunities - The report suggests focusing on high-growth sectors such as the IP economy, with companies like Pop Mart and Bilibili showing strong potential due to their diverse IP reserves [2] - The automotive sector is highlighted, with companies like Xpeng and Li Auto expected to benefit from new model launches and improved sales performance [2][4] - The report recommends monitoring the performance of laser radar companies like Hesai Technology, which are poised to benefit from the increasing penetration of intelligent driving technologies [2][4]

Market Overview - The market experienced a slight rebound with the three major indices rising, with the Shanghai Composite Index up by 0.48%, the Shenzhen Component Index up by 0.35%, and the ChiNext Index up by 0.73% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 750.4 billion yuan, a decrease of 4.33 billion yuan from the previous trading day [1] - Over 3,400 stocks in the market saw an increase, with significant gains in new consumption, beauty care, and IP economy sectors [1] Sector Performance New Consumption - New consumption concept stocks surged again, with companies like Ruoyuchen hitting the daily limit [1] - The IP economy sector also showed strength, with stocks like Changyuan and Mankalon reaching the daily limit [1][3] Innovative Pharmaceuticals - Innovative drug concept stocks maintained strong performance, with companies like Hainan Haiyao and Qianhong Pharmaceutical hitting the daily limit [5][7] - A significant licensing agreement was announced between Bristol-Myers Squibb and BioNTech for a new cancer drug, with potential milestone payments reaching up to 11.1 billion USD [5][16] Banking Sector - Bank stocks saw renewed strength, with Shanghai Rural Commercial Bank hitting the daily limit and Chongqing Rural Commercial Bank rising over 7% [7][10] - The Shanghai Stock Exchange announced adjustments to several indices, including the inclusion of Shanghai Rural Commercial Bank in the CSI 300 Index [7] Sports and IP Economy - The sports sector, particularly football-related stocks, performed well, with companies like Jinling Sports and Gongchuang Turf hitting the daily limit [3][34] - The popularity of the Jiangsu City Football League has driven tourism consumption and increased public engagement [3][34] Chemical and Drone Industries - The chemical sector saw stocks like Yongguan New Materials and Lianhua Technology performing well due to recent incidents in the industry [23] - The drone industry gained attention following reports of drone attacks in Russia, leading to increased interest in related stocks [27][28] Gold and Beauty Care - Gold prices rose significantly, with COMEX gold futures closing at 3,406.4 USD per ounce, marking a return above the 3,400 USD level [29] - The beauty care sector is experiencing growth driven by new consumption models and trends, with companies like Shuiyang and Beitaini showing strong performance [32][33]

A股IP经济概念股持续冲高，博瑞传播、掌趣科技涨停，创源股份涨超8%，金运激光、星辉娱乐、华立 科技、曼卡龙等跟涨。 ...

6月3日周二，A股小幅低开，三大股指早盘震荡拉升，稳定币概念再度活跃，黄金珠宝板块活跃。港股 高开，恒指、恒科指双双上涨超1%，生物医药板块强势拉升。债市方面，国债期货普遍下跌。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 | S | 3347.84 | 0.35 | 0.01% | | 399001 | 深证成指 | VAY | 10056.12 | 15.50 | 0.15% | | 399006 | 创业板指 | 14 | 2002.31 | 9.12 | 0.46% | | 000300 | 沪深300 | V3 | 3841.13 | 0.90 | 0.02% | | 000016 | FiF50 | M | 2677.63 | -1.06 | -0.04% | | 000680 | 科创综指 | WAN | 1172.00 | 8.65 | 0.74% | | 000688 | 科创 20 | UNM | 983.19 | 6.17 | 0.63% | ...

IP经济概念股再度活跃 掌趣科技涨超10% 智通财经6月3日电，掌趣科技涨超10%，博瑞传播、金运激光、彩讯股份涨超5%，完美世界、恺英网 络、数码视讯、富春股份、粤传媒等跟涨。 ...