重要的消息有哪些 1.近日中国人民银行、国家发展改革委、财政部、商务部、金融监管总局、中国证监会等六部门联合印发《关于金融支持提振和扩大消费的指导意见》（以下简称 《意见》）。《意见》指出，要夯实宏观经济金融基础，支持居民就业增收，优化保险保障，积极培育消费需求。强化结构性货币政策工具激励，加大对服务消费 重点领域信贷支持，发展债券、股权等多元化融资渠道。《意见》强调，要聚焦消费重点领域加大金融支持，结合消费场景和特点创新金融产品，持续推动消费领 域金融服务提质增效。优化消费支付服务，健全消费领域信用体系建设，加强金融消费权益保护。 2.为保持银行体系流动性充裕，2025年6月25日（周三），中国人民银行将以固定数量、利率招标、多重价位中标方式开展3000亿元MLF操作，期限为1年期。 3.就美国总统特朗普宣布以色列和伊朗达成停火协议，外交部发言人郭嘉昆6月24日在例行记者会上答问时表示，中方高度关注中东局势发展，不希望紧张局势轮番 升级，希望停火能够尽早实现。"事实证明，军事手段带不来和平，对话谈判才是解决问题的正道。"郭嘉昆说，中方呼吁有关当事方早日重返政治解决的正确轨 道。中方愿同国际社会一道，为维护中 ...

2．为保持银行体系流动性充裕，2025年6月25日（周三），中国人民银行将以固定数量、利率招标、多 重价位中标方式开展3000亿元MLF操作，期限为1年期。 重要的消息有哪些 1．近日，中国人民银行、国家发展改革委、财政部、商务部、金融监管总局、中国证监会等六部门联 合印发《关于金融支持提振和扩大消费的指导意见》（以下简称《意见》）。《意见》指出，要夯实宏 观经济金融基础，支持居民就业增收，优化保险保障，积极培育消费需求。强化结构性货币政策工具激 励，加大对服务消费重点领域信贷支持，发展债券、股权等多元化融资渠道。《意见》强调，要聚焦消 费重点领域加大金融支持，结合消费场景和特点创新金融产品，持续推动消费领域金融服务提质增效。 优化消费支付服务，健全消费领域信用体系建设，加强金融消费权益保护。 3．就美国总统特朗普宣布以色列和伊朗达成停火协议，外交部发言人郭嘉昆24日在例行记者会上答问 时表示，中方高度关注中东局势发展，不希望紧张局势轮番升级，希望停火能够尽早实现。"事实证 明，军事手段带不来和平，对话谈判才是解决问题的正道。"郭嘉昆说，中方呼吁有关当事方早日重返 政治解决的正确轨道。中方愿同国际社会一道，为 ...

1、六部门联合印发《关于金融支持提振和扩大消费的指导意见》，提出19项重点举措，旨在完善扩大 消费长效机制，满足消费领域金融服务需求。2、央行公告，6月25日（周三），中国人民银行将以固定 数量、 利率招标、多重价位中标方式开展3000亿元MLF操作，期限为1年期。3、广东印发《广东省促 进经济持续向好服务做强国内大循环工作方案》，加快推动汽车、 家电、家装、电动自行车、手机数 码等以旧换新。4、以防长称停火后伊朗再射导弹，将"猛烈"空袭德黑兰，伊朗否认在停火后对以色列 发射导弹；此前特朗普宣布以伊停火生效。5、 高盛维持对A股和港股的超配建议，预计沪深300目标点 位为4600点，MSCI China目标点位为84点，隐含约10%的上行空间。6、6天5板 浙江东日：目前日常经 营不涉及"脑机接口"业务。2连板 金龙羽：固态电池及其关键材料业务虽然已有订单 但暂未形成长期稳 定收入。5天4板 中京电子：公司不存在违反信息公平披露的情形。 ...

每经记者｜陈晴 每经编辑｜张海妮 京东方A6月24日晚间公告，截至目前，公司已与彩虹股份签署《股权转让协议》，拟以48.49亿元收购 咸阳彩虹光电科技有限公司30%股权。 建龙微纳：拟控股上海汉兴能源科技 建龙微纳6月24日晚间公告，公司正在筹划以支付现金受让股权的方式合计取得上海汉兴能源科技股份 有限公司不少于51%的股份。本次交易完成后，公司将成为标的公司的控股股东。 增减持 丽尚国潮：股东计划减持不超过2.11%公司股份 丽尚国潮6月24日晚间公告，股东红楼集团有限公司计划减持公司股份不超过1607.64万股，即不超过总 股本的2.11%。 并购重组 未名医药：子公司拟增资取得固康药业51%股权 未名医药公告，公司全资子公司上海未名拟向四川固康药业有限责任公司（以下简称固康药业）增资 4500万元，取得固康药业51%股权。增资完成后，固康药业将成为上海未名的控股子公司。本次交易不 构成关联交易或重大资产重组。 京东方A：拟以48.49亿元收购彩虹光电30%股权 腾龙股份6月24日晚间公告，公司实控人的一致行动人蒋依琳拟以集中竞价方式减持其持有的公司股份 不超过490.8万股，即不超过公司总股本的1%；以 ...

Group 1 - The brokerage sector led a significant rally in the A-share market on June 24, with Guosheng Jin控 reaching the daily limit and other stocks like Xiangcai Co. showing strong performance, driven by multiple factors including overseas market recovery and expectations of interest rate cuts from the Federal Reserve [2][3] - The macroeconomic landscape included the release of the "Internet Platform Enterprises Tax Information Reporting Regulations" and a call from the Ministry of Foreign Affairs to de-escalate the Israel-Iran conflict, contributing to a heightened market risk appetite [2] - Investment opportunities were identified in sectors such as brain-computer interfaces, cross-border payments, and carbon fiber, reflecting a diverse range of interests among investors [2] Group 2 - On June 24, Trump announced a complete ceasefire agreement between Israel and Iran, which led to a significant drop in international oil prices and a rise in U.S. stock markets, as investor sentiment improved regarding the Middle East situation [3][5] - Citic Securities highlighted the increasing global military expenditure driven by geopolitical tensions, suggesting a focus on military metal sectors such as titanium and high-temperature alloys, which are expected to see demand growth [3] - The People's Bank of China and six other departments issued guidelines to support and expand consumption, proposing 19 key measures aimed at enhancing consumer capacity and optimizing the consumption environment [3] Group 3 - Highfields Capital and other investment institutions expressed interest in acquiring Starbucks' China operations, with the transaction estimated at $5 to $6 billion, potentially leading to cost optimization amid local brand competition [4] - A concentration of shares in several stocks was noted, with 22 stocks experiencing a decline in shareholder numbers by over 10%, indicating potential for greater price appreciation as institutional investors show interest [4] - The significant drop in oil prices may open a window for interest rate cuts, with the Federal Reserve's July meeting being closely monitored for potential policy shifts [4][5]

证券研究报告 科幻照进现实，产业落地加速 行业投资评级：强于大市｜维持 孙业亮/丁子惠/常雨婷 中邮证券研究所 计算机团队 中邮证券 1 1 发布时间：2025-06-24 投资要点 请参阅附注免责声明 2 Ø 多学科融合，技术迎来爆发期：根据技术路径差异，脑机接口可分为三大类别：侵入式、半侵入式和非侵入式，其 中非侵入式虽受限于头皮干扰导致信号分辨率较低，却以零创伤、低成本的特点成为医疗康复、教育训练等场景的主流 选择。中国在半侵入式以及非侵入式脑机接口技术方面处于全球领先地位，侵入式技术也在多个场景获得应用。近日， 上海阶梯医疗科技有限公司对外宣布，其自主研发的侵入式脑机接口系统，已于今年一季度在复旦大学附属华山医院成 功完成国内首例侵入式脑机接口系统人体长期埋植前瞻性（FIM）临床试验。 Ø 各国加速布局，商业应用广泛落地：2024 年，据Precedence research统计数据，全球脑机接口市场规模为 26.2 亿美元，预计到 2034 年将增加到约 124 亿美元，复合年增长率达 17.35%，在医疗、娱乐、智能家居、军事等多领域 具有巨大的市场潜力和发展前景。目前世界各国纷纷加大战略布局，我 ...

浙江东日（600113）发布股票交易风险提示公告，公司关注到市场较为关注"脑机接口"的相关信息。公 司目前日常经营不涉及"脑机接口"业务；培安美(浙江)科技股份有限公司为我司参股公司，注册资本 1000万元，我司持股比例为40%，经了解，前期培安美公司有相关人员拜访首都医科大学，与该校校长 进行交流，没有形成书面合作协议。 ...

Group 1 - The Hong Kong stock market is experiencing a collective rise, with the Hong Kong Stock Connect Innovative Drug ETF (159570) surging over 2% and achieving a trading volume exceeding 1.4 billion yuan [1] - As of 10:25, most constituent stocks of the Hong Kong Stock Connect Innovative Drug ETF (159570) are performing well, with Rongchang Bio rising over 6% and several other companies like CSPC Pharmaceutical, WuXi Biologics, and BeiGene increasing by over 2% [3] - Recent policies have provided support for innovative drugs and medical devices, including discussions on the adjustment of the national medical insurance drug list and optimization of clinical trial approvals [4] Group 2 - The pharmaceutical and biotechnology sector experienced significant declines last week, but the innovative drug sector has shown strong performance year-to-date, indicating a potential for medium to long-term investment opportunities despite short-term adjustments [5] - The China Securities Regulatory Commission has proposed measures to expedite the review and approval process for innovative drug clinical trials, aiming to encourage the development and market entry of innovative drugs [5] - The 2025 mid-term investment strategy emphasizes the importance of both domestic stability and international expansion, highlighting China's competitive advantages in population, manufacturing, and innovation capabilities [6][8] Group 3 - The Hong Kong Stock Connect Innovative Drug ETF (159570) has a strong focus on the innovative drug industry, with nearly 72% of its top ten holdings in leading companies [8] - The ETF is characterized by a high concentration in innovative drugs, with an 85% weight in this category, and is currently undervalued compared to historical price-to-sales ratios [8] - The ETF allows for T+0 trading and is positioned as a medium-risk investment suitable for balanced investors [8]

Investment Rating - The report maintains a "Positive" investment rating for the industry [8]. Core Insights - The computer sector experienced a decline of 2.11% last week, ranking 19th among primary industries in the Yangtze River region, with a trading volume share of 10.53% [2][5]. - The successful clinical trial of China's first invasive brain-computer interface marks a significant advancement in the technology, positioning China as the second country globally to enter this phase [18][22]. - The Huawei Developer Conference (HDC 2025) showcased the release of HarmonyOS 6, indicating ongoing evolution in the ecosystem [25][29]. Summary by Sections Market Performance - The computer sector faced a downturn, with the Shanghai Composite Index closing at 3359.90 points, down 0.51% [5][13]. - The sector's trading volume share was noted at 10.53%, with stablecoin concepts gaining traction [2][5]. Key Developments - The launch of MiniMax Agent and related AI products is expected to accelerate the commercialization of AI agents in various sectors such as education, healthcare, and enterprise services [7][44]. - The report emphasizes the importance of AI agent-related companies and the domestic AI chip leader, Cambricon, within the inference computing industry chain [7][44]. Notable Events - The successful clinical trial of an invasive brain-computer interface in China is a landmark achievement, with the market for such technology projected to grow significantly, reaching over 5.5 billion yuan by 2027 [22][24]. - The Huawei Developer Conference highlighted advancements in the HarmonyOS ecosystem, with over 30,000 applications in development, indicating a robust growth trajectory [29][30]. Recommendations - The report suggests focusing on AI agent-related manufacturers, the inference computing industry chain, cloud service providers, and IDC collaborations with major companies like Tencent, Alibaba, and ByteDance [7][44].

今年是中国人民抗日战争暨世界反法西斯战争胜利80周年，也是台湾光复80周年。在海峡论坛大会现 场，台湾雾峰林家第九代、台湾抗日志士亲属协进会理事长林铭聪深情分享家族先辈的爱国忠义故事， 现场不时报以热烈掌声。"林家先祖一代代前赴后继，抵御外敌，都是爱祖国爱民族的表现。"林铭聪 说，这些年，他和自己的两个女儿多次到大陆寻根问祖，就是为了让她们不要忘记自己的根在哪里。 海峡两岸同根同源、同文同种，是两岸同胞不可割舍的羁绊。本届论坛上，许多台胞都通过亲身经历表 达了自己和家族成员身上浓厚的家国情怀。 台青张钧凯是福建晋江鉴湖张氏三十五世孙，在海峡论坛子活动——海峡青年论坛的现场，他分享了自 己的寻亲故事。2024年，首次回到位于晋江的"鉴湖"堂号起源地时，张钧凯戴上"主祭"的披肩，与宗亲 们一同拜祖。"那天的场景让我无比光荣，更永难忘怀。所有张姓族亲相聚一堂，虽素未谋面，却因历 史与血缘的纽带，彼此热络不已。国与家，我的家族见证了两者的密不可分。" 近年来，《黑神话：悟空》《哪吒2》等大陆文娱IP在台湾持续走红，以中华文化为内核的创意表达跨 越海峡引发深度共鸣。与会的台湾艺术创生文化基金会会长李永萍呼吁，希望岛内年 ...