A股午评：创业板指半日涨超1% 工业金属板块领涨大盘 金十数据6月27日讯，A股三大股指早盘走势分化，沪指冲高回落，深证成指、创业板指维持涨势高位 震荡，创业板指半日涨超1%。截至中午收盘，沪指跌0.21%，深证成指涨0.85%，创业板指涨1.16%； 沪深两市半日成交额超9900亿，超3500只个股飘红。盘面上，工业金属板块领涨大盘，CPO、铜缆高速 连接等算力基建板块涨幅居前，半导体板块表现亮眼。油气板块今日早盘再度回调，准油股份一度跌 停，银行、保险等大金融板块冲高回落，截至午盘收盘跌幅居前。 ...

Group 1: Market Analysis - The Shanghai Composite Index is currently facing a resistance level at 3418 points and a support level at 3174 points, with the index closing at 3376 points on June 4, 2025, just 42 points away from the resistance level [5][6] - If the index effectively breaks above the 3418 points resistance, it may signal a shift from a long-term sideways trading range to an upward trend, with the 3418 points level becoming a strong support [5][6] - The index has attempted to break the 3418 points resistance five times since October 8, 2024, but has not succeeded, indicating significant market indecision [6] Group 2: Consumer Trends - During the Dragon Boat Festival, domestic tourism saw 119 million trips, a year-on-year increase of 5.7%, while tourism revenue reached 42.73 billion yuan, growing by 5.9% [9][10] - The average spending per person for domestic travel was 359.08 yuan, a slight decrease of 2.11% compared to the same period last year [9] - Short-distance and surrounding travel dominated, with nearly 50% of travelers opting for nearby destinations, and family trips being a significant trend due to the coinciding Children's Day [10][11] Group 3: Economic Indicators - The People's Bank of China announced a 1 trillion yuan reverse repurchase operation, indicating ongoing liquidity support in the market [16] - The tax authority reported that the private economy's vitality has been improving, with a 3.6% year-on-year increase in sales revenue for the private sector in the first four months of 2025, outpacing the overall growth of national enterprises [17][18] - The European Central Bank lowered interest rates by 25 basis points, reflecting a continued accommodative monetary policy stance in response to economic conditions [21]

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（%） | | --- | --- | --- | --- | | 兵装重组概念 | 8.24 | 乳业 | -2.18 | | 共封装光学(CPO) | 3.62 | 动物疫苗 | -2.12 | | 足球概念 | 3.38 | 中韩自贸区 | -2.08 | | 电力物联网 | 3.28 | 猪肉 | -1.76 | | MLOps概念 | 3.27 | 减肥药 | -1.74 | | AI PC | 3.27 | 培育钻石 | -1.69 | | 铜缆高速连接 | 3.21 | CRO概念 | -1.68 | | F5G概念 | 3.15 | 养鸡 | -1.68 | | 中国AI 50 | 3.12 | 仿制药一致性评价 | -1.68 | | AI手机 | 3.02 | 预制菜 | -1.65 | 资金面上看，今日铜缆高速连接概念板块获主力资金净流入12.61亿元，其中，27股获主力资金净流 入，7股主力资金净流入超5000万元，净流入资金居首的是沃尔核材，今日主力资金净流入4.14亿元， 净流入资金居前的还有立讯精密 ...

Group 1 - The military equipment restructuring concept has seen a significant increase of 8.24%, ranking first among concept sectors, with seven stocks rising, including Construction Industry, Dong'an Power, and Hunan Tianyan reaching their daily limit [1][2] - Notable stock performances within the military equipment restructuring concept include Construction Industry up by 10.01%, Dong'an Power up by 9.97%, and Hunan Tianyan up by 9.94% [3] - The main capital inflow for the military equipment restructuring concept was 460 million yuan, with Construction Industry receiving the highest net inflow of 276 million yuan [2][3] Group 2 - The top three stocks by net capital inflow ratio are Construction Industry at 37.98%, Dong'an Power at 26.96%, and Hunan Tianyan at 6.86% [3] - Other stocks in the military equipment restructuring concept also showed positive performance, with Huachuang Technology increasing by 13.32% and Changcheng Military Industry by 5.19% [1][3] - The overall market sentiment for the military equipment restructuring concept appears strong, contrasting with declines in other sectors such as dairy and animal vaccines [2]

Core Insights - The report highlights the increasing issuance of domestic game licenses, leading to a steady growth in overseas revenue, positioning the sector to lead the global market [8] - The launch of the Green Power Service Upgrade Action aims to establish a new benchmark for the green electricity business environment, with relevant stocks identified [8] - The publication of the "Government Data Sharing Regulations" is set to promote the comprehensive construction of a digital government, with associated stocks mentioned [8] Industry Latest Developments - The Ministry of Industry and Information Technology and the National Development and Reform Commission are organizing the 2025 New Energy Vehicle Rural Promotion Campaign [6] - The second "Belt and Road" Science and Technology Exchange Conference will be held from June 10 to 12 in Chengdu, Sichuan [6] - TSMC is expected to commence production of its 2nm process technology soon [6] Company Focus - Siwei Technology (002405) has signed a strategic cooperation framework agreement with Alibaba Cloud Computing [10] - Dadi Ocean (301068) plans to acquire 100% equity of Zhejiang Huge Waste Management Co., Ltd. for 135 million yuan [10] - Delong Co., Ltd. (300473) intends to invest approximately 300 million yuan in new lithium battery pilot and industrialization projects, as well as smart motor industrialization projects [10] - Yada Co., Ltd. (002284) has received a notification for a new energy vehicle project, with total sales amounting to approximately 200 million yuan for an integrated brake control module [10] Market Review and Outlook - On June 4, the total trading volume of the two markets reached 1,153 billion yuan, with 3,784 stocks rising and 1,157 stocks falling, indicating an increase of 11.6 billion yuan compared to the previous day [12] - The three major indices opened slightly higher and showed a small upward trend, with the small and medium-sized stocks leading the gains [12] - Market hotspots included beauty care, beer concepts, and copper cable high-speed connections, while logistics and military equipment sectors saw declines [12] - The report notes that the Shanghai Composite Index is approaching the 3,390-point resistance level, with a warning of potential pullbacks unless significant volume increases are observed [12]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has experienced a decline, with a drop of 0.34% as of the market close on June 4, positioning it among the top decliners in the concept sector [1][2] - Within the military equipment restructuring concept, stocks such as Dong'an Power, Chang'an Automobile, and Changcheng Military Industry saw significant declines, while Hunan Tianyan, Huqiang Technology, and Construction Industry were among the few that increased, with respective gains of 0.44%, 0.18%, and 0.15% [1][2] - The military equipment restructuring concept faced a net outflow of 0.43 billion yuan from main funds today, with six stocks experiencing net outflows, led by Chang'an Automobile, which saw a net outflow of 22.58 million yuan [2] Group 2 - The top decliners in the military equipment restructuring concept included Chang'an Automobile (-0.24%), Dong'an Power (-2.14%), and Changcheng Military Industry (-0.66%), while Hunan Tianyan was the only stock with a positive change [2] - The trading volume for Chang'an Automobile was 0.52%, and it had the highest net outflow of main funds at 22.58 million yuan, followed by Dong'an Power with a net outflow of 18.22 million yuan [2] - The overall performance of the military equipment restructuring concept contrasts with other sectors, such as the beer concept, which increased by 3.85% [2]

Group 1 - The artificial meat concept sector rose by 2.37%, ranking 7th among concept sectors, with 17 stocks increasing in value, including Huabao Co., which hit a 20% limit up [1][2] - Leading stocks in the artificial meat sector included Lingge Technology, Meiyingsen, and Haoxiangni, which rose by 5.50%, 4.11%, and 3.42% respectively [1] - The sector experienced a net inflow of 7.71 million yuan, with Huabao Co. receiving the highest net inflow of 55.56 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio were Huabao Co. at 13.93%, Haoxiangni at 9.71%, and Aipu Co. at 9.15% [3] - Other notable stocks included Shuanghui Development and Shuangta Food, with net inflows of 14.04 million yuan and 6.82 million yuan respectively [3][4] - Stocks that faced declines included Xue Rong Biological, which fell by 2.99%, and Fuxiang Pharmaceutical, which decreased by 1.57% [1][4]

盘面上，铜缆高速连接概念领涨，太辰光(300570)涨超14%，华脉科技、得润电子(002055)涨停；固态 电池板块涨幅靠前，龙华科技、传艺科技(002866)涨停；稀土永磁概念走强，科恒股份(300340)20cm涨 停，广晟有色(600259)涨停，德国汽车业界警告中国稀土出口限制或致停产；现货黄金重拾涨势，突破 3370美元/盎司，带动黄金股上涨，曼卡龙涨超14%，萃华珠宝(002731)涨停；大消费板块活跃，金陵体 育(300651)、香飘飘(603711)等多股涨停。(格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇6月4日｜A股主要指数早盘集体上涨，截至午盘，沪指涨0.43%报3376.58点，深成指涨0.91%， 创业板指涨1.22%，北证50指数涨1.16%。全市场半日成交额7425亿元，较上日缩量214亿元，近4000只 个股上涨。 ...

Core Points - The Shanghai Composite Index rose by 0.43%, while the Shenzhen Component Index increased by 0.91%, and the ChiNext Index saw a rise of 1.22% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 727 billion yuan, a decrease of 23.4 billion yuan compared to the previous trading day [1] - Over 3,900 stocks in the market experienced gains, indicating a broad-based rally [1] Sector Performance - The beer concept, copper cable high-speed connection, and rare earth permanent magnet sectors showed the highest gains [1] - Conversely, the airport shipping, logistics, and digital currency sectors were among the few that experienced declines [1] Individual Stock Highlights - Stocks such as Xiangpiaopiao, Jiamei Packaging, Lehui International, and Longpan Technology hit the daily limit up [1] - Computing power concept stocks rebounded, with Taicheng Technology rising over 10% [1]

Market Overview - On May 8, 2025, major indices collectively rose, with the Shanghai Composite Index up 0.28% to 3352.00 points, the Shenzhen Component Index up 0.93% to 10197.66 points, and the ChiNext Index up 1.65% to 2029.45 points. The total trading volume in the two markets was 1.2932 trillion yuan, a decrease of approximately 174.8 billion yuan compared to the previous trading day [2]. Sector Performance - The market showed a low open and high close throughout the day, with core broad-based indices rising. The ChiNext 50, micro-cap stocks, and the ChiNext Index led the gains, while the Sci-Tech 50 and dividend indices declined. Over 3800 stocks in the market rose, indicating strong performance [2]. - In terms of sectors, communication, national defense and military industry, and electric power equipment saw increases, while beauty care, non-ferrous metals, and steel sectors experienced declines [2]. Sector Data Summary - **Communication**: Today's increase of 2.6%, 5-day increase of 6.4%, 30-day decrease of 0.8%, and year-to-date decrease of 1.9% [3]. - **National Defense and Military Industry**: Today's increase of 2.6%, 5-day increase of 8.3%, 30-day increase of 2.6%, and year-to-date increase of 3.8% [3]. - **Electric Power Equipment**: Today's increase of 1.6%, 5-day increase of 4.7%, 30-day decrease of 6.7%, and year-to-date decrease of 4.6% [3]. - **Banking**: Today's increase of 1.1%, 5-day increase of 2.5%, 30-day increase of 2.0%, and year-to-date increase of 4.1% [3]. - **Machinery Equipment**: Today's increase of 1.0%, 5-day increase of 4.7%, 30-day decrease of 2.7%, and year-to-date increase of 10.4% [3]. Concept Themes - **Chengfei Concept**: Today's increase of 7.0%, 5-day increase of 15.2%, 30-day increase of 5.8%, and year-to-date increase of 11.0% [4]. - **Large Aircraft**: Today's increase of 3.1%, 5-day increase of 9.2%, 30-day increase of 3.0%, and year-to-date increase of 11.4% [4]. - **Copper Cable High-Speed Connection**: Today's increase of 3.0%, 5-day increase of 7.6%, 30-day increase of 0.4%, and year-to-date increase of 1.9% [4]. Industry Insights - The communication sector rose by 2.6%. Analysts suggest that the recent financial report disclosures have reduced market sentiment disturbances. The strong performance of overseas AI companies and the gradual implementation of domestic internet companies' capital expenditure plans are expected to drive demand for AI computing power [5]. - The focus is on the expansion of the Ascend industry chain and the continuous evolution of domestic AI models and computing chips. Key areas to watch include high-speed connectors, liquid cooling, servers, and AIoT smart modules [5].