截至6月17日收盘，CRO概念下跌1.65%，位居概念板块跌幅榜前列，板块内，圣诺生物、美诺华、睿 智医药等跌幅居前，股价上涨的有10只，涨幅居前的有万邦医药、谱尼测试、华测检测等，分别上涨 6.96%、3.37%、2.25%。 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（%） | | --- | --- | --- | --- | | 脑机接口 | 6.63 | 重组蛋白 | -2.05 | | 可燃冰 | 3.34 | 减肥药 | -2.02 | | 页岩气 | 2.48 | 创新药 | -1.71 | | 核污染防治 | 1.80 | 短剧游戏 | -1.67 | | 俄乌冲突概念 | 1.72 | CRO概念 | -1.65 | | 兵装重组概念 | 1.72 | 手机游戏 | -1.61 | | 天然气 | 1.42 | IP经济(谷子经济) | -1.51 | | 草甘膦 | 1.40 | 足球概念 | -1.42 | | 信托概念 | 1.33 | 快手概念 | -1.33 | | 赛马概念 | 1.32 | 毛发医疗 | -1.32 | 资金面上看，今日 ...

今日涨跌幅居前的概念板块 截至6月17日收盘，俄乌冲突概念上涨1.72%，位居概念板块涨幅第5，板块内，46股上涨，准油股份、 贝肯能源等涨停，新锦动力、通源石油、海默科技等涨幅居前，分别上涨16.77%、15.98%、13.97%。 跌幅居前的有和顺石油、美农生物、丰茂股份等，分别下跌3.21%、2.41%、2.06%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 603799 | 华友钴 业 | 3.34 | 2.48 | 13371.02 | 8.80 | | 601919 | 中远海 控 | 1.36 | 0.70 | 11467.62 | 7.99 | | 600026 | 中远海 能 | 3.15 | 4.03 | 9280.86 | 6.07 | | 600871 | 石化油 服 | 0.97 | 2.54 | 9027.33 | 12.81 | | 300164 | 通源石 油 | 15.98 | 6 ...

截至6月17日收盘，可燃冰概念上涨3.34%，位居概念板块涨幅第2，板块内，9股上涨，新锦动力、海 默科技、泰山石油等涨幅居前，分别上涨16.77%、13.97%、3.56%。跌幅居前的有广州发展、中集集团 等，分别下跌0.75%、0.26%。 资金面上看，今日可燃冰概念板块获主力资金净流出1.22亿元，其中，6股获主力资金净流入，5股主力 资金净流入超千万元，净流入资金居首的是石化油服，今日主力资金净流入9027.33万元，净流入资金 居前的还有新锦动力、神开股份、中集集团等，主力资金分别净流入3737.70万元、2888.51万元、 2208.23万元。 资金流入比率方面，石化油服、中集集团、神开股份等流入比率居前，主力资金净流入率分别为 12.81%、10.39%、4.96%。（数据宝） | 601808 | 中海油 | 2.12 | 1.38 | -84.95 | -0.15 | | --- | --- | --- | --- | --- | --- | | | 服 | | | | | | 000852 | 石化机 械 | 0.58 | 4.65 | -186.00 | -0.62 | | 30019 ...

Group 1 - The combustible ice concept has seen a significant increase of 6.15%, making it the top-performing sector for the day, with 11 stocks rising, including New Energy Power which hit the daily limit up at 20% [1][2] - Major contributors to the rise include Taishan Petroleum and Petrochemical Oil Service, both of which also reached the daily limit up, while other notable gainers include Potential Energy and ShenKong Co., which increased by 10.97% and 5.44% respectively [1][2] Group 2 - The combustible ice sector attracted a net inflow of 419 million yuan from main funds, with eight stocks receiving inflows, and five stocks seeing inflows exceeding 30 million yuan [2] - Petrochemical Oil Service led the net inflow with 185 million yuan, followed by New Energy Power and China National Offshore Oil Corporation with net inflows of 154 million yuan and 59 million yuan respectively [2][3] Group 3 - In terms of fund inflow ratios, Petrochemical Oil Service, New Energy Power, and China National Offshore Oil Corporation had the highest net inflow rates at 19.05%, 18.72%, and 7.08% respectively [3] - The trading performance of the top stocks in the combustible ice sector shows significant turnover rates, with New Energy Power at 26.31% and Potential Energy at 19.78% [3][4]

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可燃冰 | 6.15 | 共享单车 | -4.42 | | 核污染防治 | 4.35 | 小红书概念 | -3.44 | | 页岩气 | 3.25 | 足球概念 | -3.36 | | 俄乌冲突概念 | 2.77 | 网约车 | -3.35 | | 成飞概念 | 2.42 | C2M概念 | -3.30 | | 兵装重组概念 | 2.29 | 重组蛋白 | -3.26 | | 天然气 | 1.41 | 拼多多概念 | -3.26 | | 中船系 | 1.25 | 短剧游戏 | -3.19 | | 国产航母 | 1.16 | 网红经济 | -3.15 | | 军民融合 | 0.79 | 快手概念 | -3.15 | 资金面上看，今日C2M概念板块获主力资金净流出7.92亿元，其中，35股获主力资金净流出，10股主力 资金净流出超3000万元，净流出资金居首的是汉得信息，今日主力资金净流出1.88亿元，净流出资金居 前的还有青岛金王、华纺股份、朗姿股份等，主力资金分别净流出7959.59万元 ...

Group 1 - Chengfei concept stock rose by 2.42%, ranking 5th in the concept sector, with 28 stocks increasing in value, including Chengfei Integration hitting the daily limit [1] - Notable gainers in the Chengfei concept include Qifeng Precision (up 27.19%), AVIC Chengfei (up 11.25%), and Aileda (up 9.98%) [1] - The sector saw a net inflow of 5.21 billion yuan from main funds, with 22 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflow [2] Group 2 - The top net inflow stock was Haige Communication, with a net inflow of 202 million yuan, followed by Chengfei Integration (174 million yuan) and Guanglian Aviation (41.58 million yuan) [2][3] - The highest net inflow ratios were seen in Quanxin Co., Chaozhuo Aerospace, and Huaru Technology, with net inflow rates of 10.01%, 8.77%, and 8.39% respectively [3] - Chengfei Integration had a trading volume of 173.6 million yuan and a turnover rate of 25.15% [3] Group 3 - The top gainers in the Chengfei concept also included Zhonghang Chengfei (up 11.25%) and Aileda (up 9.98%), while the biggest losers were Xiling Power (down 3.86%) and Chuanhuan Technology (down 3.13%) [5] - The overall performance of the Chengfei concept was part of a broader market trend, with various sectors experiencing significant fluctuations [2][5]

资金流入比率方面，长安汽车、华强科技、建设工业等流入比率居前，主力资金净流入率分别为 16.10%、7.52%、3.50%。（数据宝） 截至6月13日收盘，兵装重组概念上涨2.29%，位居概念板块涨幅第6，板块内，5股上涨，华强科技、 长城军工、建设工业等涨幅居前，分别上涨11.80%、3.72%、2.83%。跌幅居前的有湖南天雁、东安动 力等，分别下跌1.48%、1.22%。 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 | 6.15 | 共享单车 | -4.42 | | 核污染防治 | 4.35 | 小红书概念 | -3.44 | | 页岩气 | 3.25 | 足球概念 | -3.36 | | 俄乌冲突概念 | 2.77 | 网约车 | -3.35 | | 成飞概念 | 2.42 | C2M概念 | -3.30 | | 兵装重组概念 | 2.29 | 重组蛋白 | -3.26 | | 天然气 | 1.41 | 拼多多概念 | -3.26 | | 中船系 | 1.25 | 短剧游戏 | -3.19 ...

今日早盘，A股低开低走，上证指数再度失守3400点，深证成指、北证50、创业板指等均跌超1%。超4500只个股下跌，成交呈放大趋势。盘面上，石 油、黄金、国防军工、航运港口等板块表现活跃，日用化工、文娱用品、预制菜、影视院线等板块跌幅居前。 国际原油价格飙涨 能源股早间大幅高开高走，可燃冰概念领涨，板块指数一度放量大涨逾5%，创1个半月来新高，不到半小时成交就超昨日全天成交。通源石油开盘20%涨 停，准油股份一字涨停，潜能恒信等涨停或涨超10%。 国内原油期货主力合约也跟随大涨，早间开盘仅约11分钟就强势涨停，低硫油、燃油、沥青、液化气等主力合约也大幅飙升。此外，化工品种也集体上 扬，甲醇、短纤、PTA、苯乙烯等涨幅居前。 中信证券表示，近期中东局势紧张加剧，俄乌谈判进展缓慢，地缘仍推升油价。综合来看，考虑到近期美国对伊朗、委内瑞拉制裁及地缘扰动等多重因素 影响，油价易涨难跌，仍有较高溢价可能性。 军工股逆势走强 油服工程、页岩气、天然气、石油化工等细分板块也纷纷逆势上扬，新锦动力、贝肯能源、山东墨龙、东方环宇等批量涨停。 港股石油概念股跟随上涨，MI能源一度飙升逾55%，山东墨龙、延长石油国际、中港石油等最 ...

Core Insights - The A-share market experienced slight adjustments with the Shanghai Composite Index closing down 0.02% at 3,339.93 points, while the Shenzhen Component and ChiNext Index fell by 0.26% and 0.31% respectively. The total trading volume in the A-share market reached 1.03 trillion RMB, with over 3,400 stocks declining [2][7] - In the industry sector, textiles and apparel, as well as the environmental protection industry, led the gains, while basic chemicals and agriculture, forestry, animal husbandry, and fishery sectors saw declines. Concept sectors such as medical waste treatment and combustible ice performed well, whereas epoxy propane and genetically modified concepts faced significant losses [2][7] - The Hong Kong market also saw declines, with the Hang Seng Index down 0.53% and the Hang Seng Tech Index down 0.15%. Internationally, all three major U.S. indices closed lower, with the Dow Jones down 0.58%, S&P 500 down 0.56%, and Nasdaq down 0.51% [2][7] Important News - A seminar on the semiconductor industry was held in Beijing, attended by representatives from over 40 semiconductor companies from China and Europe. The meeting focused on enhancing economic and trade cooperation in the semiconductor sector, emphasizing the importance of mutual advantages and compliance with laws to maintain global semiconductor supply chain security [3][8] Market Analysis - As of May 26, the Shanghai Composite Index rose by 2.07% compared to the end of April, indicating a mixed performance among major A-share indices. The liquidity in the A-share market remained stable, with a slight decrease in the number of newly established equity funds and minor reductions in shareholdings by major stakeholders. However, trading volume rebounded, and the scale of locked-up shares released decreased [9] - Investor confidence has improved, with significant inflows into popular sectors such as automotive and biopharmaceuticals, driven by easing U.S.-China tariff policies and supportive financial measures. The market's overall trading activity has seen fluctuations, but sectors like specialized and innovative driving concepts continue to attract attention [9][10] Industry Outlook and Recommendations - The easing of U.S.-China trade tensions has positively impacted market sentiment, with both countries' major indices showing signs of stabilization. The domestic economy has shown resilience, with April data indicating stable growth amid macroeconomic policy support. The focus on expanding domestic demand is expected to enhance consumer spending and drive growth in the consumer sector [10][12] - The China Securities Regulatory Commission (CSRC) is set to introduce a series of financial policies aimed at stabilizing the market and enhancing liquidity. These measures include reforms in the STAR Market and ChiNext, aimed at improving institutional inclusivity and adaptability. The report suggests focusing on sectors that will benefit from domestic consumption growth and technological advancements [12]

市场全天窄幅震荡，三大指数小幅下跌 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 | 3339.93 | -0.02% | -0.76 | | | 深证成指 | 10003.27 | -0.26% | -25.85 | | | 沪深 300 | 3836.24 | -0.08% | -3.16 | | | 创业板 | 1985.38 | -0.31% | -6.26 | | | 科创 50 | 970.64 | -0.23% | -2.28 | | | 北证 50 | 1378.23 | -1.39% | -19.41 | | 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 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 纺织服饰 | 1.17% | 基础化工 | -0.79% | 医疗废物处理 | 2.66% | 环氧 ...