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【财闻联播】贵州仁怀全面开展白酒市场专项整治!这家A股公司向全体股东赠送产品
券商中国· 2025-06-24 10:09
★ 宏观动态 ★ 广东省人民政府办公厅印发《广东省促进经济持续向好服务做强国内大循环工作方案》,其中提及,充分用 好"240小时过境免签"和离境退税"即买即退"等政策,进一步优化通关、支付等服务,有效扩大入境消费。加 快广州、深圳市内免税店建设,力争在2025年第三季度内开业。 央行等六部门:实施好货币政策 加强逆周期和跨周期调节 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》,其中提出,夯实宏观经济基础,稳定消费预期。加大实体经济支持 力度,强化金融与财政、产业等政策协同联动。实施好货币政策,加强逆周期和跨周期调节,综合运用准备 金、再贷款再贴现、公开市场操作等多种货币政策工具,保持流动性充裕,持续推动社会综合融资成本下降。 实施好财政政策,更好发挥消费在畅通国民经济循环、拉动经济增长中的积极作用。健全投资和融资相协调的 资本市场功能,推动中长期资金入市,促进资本市场稳定发展。 央行等六部门:设立服务消费与养老再贷款,额度5000亿元 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 ...
国防科技大学放“大招”:蚊子仿生机器人首次曝光,外网网友“炸锅”
机器人大讲堂· 2025-06-24 09:42
2025年6月19日,国防科技大学公布最新研究成果,一款仅有蚊子大小的仿生机器人首次曝光,目前中文互 联网对于该微型机器人的报道并不多,能够检索的信息也普遍偏少。但可以肯定的是,随着全球局势的紧张加 剧,以仿生机器人、无人机,蜂群为代表的新型作战方式将成为未来的主流。 ▍ 对于国防科大仿生机器人 国外网友怎么看? 虽然目前曝光的画面与视频内容有限,但国防科技大学打造的仿生蚊子机器人却引起了海外网友的关注,X平 台上更是形成了对这款机器人的讨论。 有网友以幽默的口吻调侃,这款仿生机器人如果未来兼容GPS加星链或GSM,在不考虑续航问题的前提下, 这款机器人会不会远程统治世界?部分网友则调侃"需要蚊帐了!" 不过也有网友从技术可行性角度提出质疑,"Elementary, Watson"指出,实现这样的设想需要巨大的设备体 积,考虑到当前的能量密度、光学、收发技术以及飞行部件本身,这一想法在实际操作中通常会遇到不小的困 难,尚不知技术团队是如何解决这些问题的。 著名英剧《黑镜》第三季第六集《全网公敌》当中,曾描述过"杀人蜜蜂"的场景。未来的英国,由于环境恶化 导致蜜蜂灭绝,政府启动"颗粒计划",研发出机械人造蜂用于 ...
马斯克十年磨一剑,Robotaxi落地引爆无人驾驶概念
Ge Long Hui· 2025-06-24 09:15
Group 1: Market Performance - The autonomous driving concept stocks in Hong Kong and A-shares experienced a strong surge, with multiple stocks hitting the daily limit up [1][2] - Notable A-share stocks include Wanma Technology (+20.01%), Hengshuai Co. (+20.00%), and Haima Automobile (+10.03%) [1] - In the Hong Kong market, Zhixing Technology rose by 6.86%, and Yingheng Technology increased by 6.47% [2] Group 2: Tesla's Developments - Tesla's stock surged over 8%, adding more than 600 billion yuan (approximately $85.42 billion) to its market value [3] - The launch of Tesla's Robotaxi service in Austin, Texas, marks a significant step in the commercialization of autonomous driving technology [5][9] - The Robotaxi fleet is expected to achieve a gross margin of 70% to 80%, significantly higher than traditional automotive business margins [6] Group 3: Industry Outlook - The Robotaxi market in China is projected to exceed 1.18 trillion yuan by 2025 and 2.93 trillion yuan by 2030, indicating substantial growth potential [15] - Major players in the autonomous driving sector, including Hello and Baidu, are actively entering the Robotaxi market, indicating a competitive landscape [16] - Analysts express optimism about the commercial prospects of Robotaxi, with significant market opportunities attracting leading companies [16]
大涨!牛市旗手,再现百亿成交
Zheng Quan Shi Bao· 2025-06-24 08:46
Market Performance - A-shares experienced a significant increase on June 24, with the Shanghai Composite Index rising over 1% to above 3400 points, and the ChiNext Index increasing over 2% [1] - The Shanghai Composite Index closed at 3420.57 points, up 1.15%, while the Shenzhen Component Index rose 1.68% to 10217.63 points, and the ChiNext Index gained 2.3% to 2064.13 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.4484 trillion yuan, an increase of over 300 billion yuan compared to the previous day [1] Sector Performance - The insurance and brokerage sectors saw strong performance, with stocks like Xiangcai Securities and Guosheng Financial hitting the daily limit, and Dongfang Caifu rising over 4% [2][4] - The insurance sector is expected to improve overall quality by 2025, with life insurance business quality enhancing and non-life insurance operations optimizing [5] Emerging Concepts - The autonomous driving sector saw a surge, with stocks like Sanyou Technology and Wanma Technology hitting the daily limit, reflecting strong market interest [6] - Tesla's launch of Robotaxi services in Austin, Texas, indicates a significant step towards the commercialization of autonomous driving technology [7][8] - The humanoid robot sector is also gaining traction, with companies like Liyuanheng and Zhaofeng Technology seeing substantial stock increases [9][11] Investment Opportunities - The rapid development of Tesla's humanoid robots presents significant opportunities for the supply chain, particularly for companies producing high-precision components and automation solutions [12]
睿创微纳(688002)每日收评(06-24)
He Xun Cai Jing· 2025-06-24 08:42
Group 1 - The stock of Ruichuang Micro-Nano (688002) has a comprehensive score of 59.25, indicating a strong performance [1] - The main cost analysis shows that the current main cost is 64.14 yuan, with a 5-day average of 63.58 yuan and a 20-day average of 58.79 yuan [1] - Over the past year, the stock has experienced 2 instances of hitting the upper limit and no instances of hitting the lower limit [1] Group 2 - On June 24, 2025, the net inflow of main funds was 380.01 million yuan, accounting for 1% of the total transaction amount [2] - The stock has short-term resistance at 64.43 yuan and support at 61.65 yuan, while the mid-term resistance is also at 64.43 yuan with support at 60.41 yuan [2] - The stock is associated with sectors such as semiconductors (1.88%), national security (1.22%), satellite internet (1.18%), and drones (2.01%) [2]
“欧洲尝试自己造,达不到中国那技术水平”
Guan Cha Zhe Wang· 2025-06-24 08:40
Group 1 - China's tightening of drone export controls since September 2022 has led to significant price increases for drone components exported to the U.S., with some prices rising by three times or more [1] - The new regulations, effective from September 2024, include controls on engines, motors, laser devices for target indication, and anti-drone electronic jamming equipment [1] - Exports of infrared imaging devices, which can detect heat radiation at night, have seen a 30% decrease in volume but a nearly 50% increase in total export value, indicating a doubling of unit prices due to supply-demand tensions [1] Group 2 - The global export volume of inertial measurement devices has dropped by 80%, while their unit prices have quadrupled [2] - Prices for drone DC motors have increased by approximately 30%, and AC motors have risen by 16% [2] - A French military drone manufacturer reported that the price for thermal imaging cameras from China has doubled, highlighting the dependency on Chinese components due to European manufacturers lagging in technology by about three years [4] Group 3 - Approximately 70% to 80% of commercial drones globally are manufactured in China, which dominates the production of key components such as sensors and speed controllers [4] - DJI is identified as the largest commercial drone manufacturer in the world, holding a 90% market share in the U.S. commercial drone market [4] - Chinese drones are noted for being cheaper and technologically superior compared to U.S. counterparts, despite facing political scrutiny in the U.S. [4][5]
大涨!牛市旗手,再现百亿成交!
证券时报· 2025-06-24 08:38
A股今日(6月24日)放量大涨,沪指涨超1%重返3400点上方,创业板指涨超2%;港股亦走高,恒生指数、恒生科技指数均涨超2%。 具体来看,两市主要股指盘中强势拉升,三大股指全线走高。截至收盘,沪指涨1.15%报3420.57点,深证成指涨1.68%报10217.63点,创业板指涨2.3%报2064.13 点,北证50指数涨3.65%,沪深北三市合计成交14484亿元,较此前一日增加逾3000亿元。 场内超4700股飘红,保险、券商板块联袂拉升,湘财股份、国盛金控涨停,东方财富涨超4%,成交额位居A股首位;中国人寿、中国平安涨超3%;无人驾驶概念爆 发,三友科技、万马科技、恒帅股份、星源卓镁等涨停;人形机器人概念活跃,利元亨、兆丰股份等涨停;固态电池概念拉升,信德新材、泰和科技、华盛锂电等 均涨停。石油、航运概念大幅回落,科力股份跌近20%,通源石油、茂化实华、招商南油等跌停。 东方财富成交超百亿元 被称为"牛市旗手"的券商板块 盘中强势拉升,截至收盘,湘财股份、国盛金控涨停,锦龙股份涨近7%,中国银河、东方财富超4%。值得注意的是,东方财富全日 成交132.2亿元,位居A股成交额首位。 | 代码 名称 | ...
博时市场点评6月24日:沪指站上3400点,创业板涨超2%
Xin Lang Ji Jin· 2025-06-24 08:23
Market Overview - The three major indices in the A-share market rose over 1%, with the Shanghai Composite Index surpassing 3400 points and the ChiNext Index increasing by over 2% [1][3] - The trading volume in the A-share market exceeded 1.4 trillion yuan, indicating a significant increase in market activity [1][3] Geopolitical Impact - The announcement of a ceasefire between Iran and Israel has reduced expectations for further escalation of conflict, leading to an increase in global risk appetite [1][3] - The upcoming 80th anniversary military parade in China on September 3 is expected to showcase domestically produced military equipment, highlighting advancements in national defense and technology autonomy [2][3] Economic Indicators - China's economic growth remains stable, with strong consumer growth despite a slowdown in investment and industrial production [1][2] - The market is expected to experience fluctuations, with a preference for technology and dividend stocks in investment strategies [1][3] Market Performance - On June 24, the A-share market saw significant gains, with the Shanghai Composite Index closing at 3420.57 points, up 1.15%, and the ChiNext Index closing at 2064.13 points, up 2.30% [4] - Among the sectors, power equipment, non-bank financials, and retail saw the highest gains, while oil and coal sectors experienced declines [4] Fund Flow - The market turnover reached 14,483.99 billion yuan, showing an increase from the previous trading day [5] - The margin trading balance reported at 18,169.01 billion yuan, also reflecting an upward trend [5]
港股收评:恒指全天放量涨近500点 无人驾驶板块涨幅居前
news flash· 2025-06-24 08:14
金十数据6月24日讯,受中东局势缓和刺激,恒指早间跳空高开,午后于24000点上方高位震荡,尾盘收 涨近500点。截至收盘,恒指收涨2.06%,报24177.07点,科指收涨2.14%,报5297.96点,恒指大市成交 额达2404.82亿港元(上一交易日为1985.91亿港元)。盘面上,无人驾驶板块领涨大盘表现亮眼,医药 板块、保险、中资券商等大金融板块跑出,石油股、航运股受地缘局势缓和影响表现疲软。个股方面, 浙江世宝(01057.HK)收涨30.72%,药明巨诺(02126.HK)收涨18.70%,中国平安(02318.HK)收涨5.16%, 山东墨龙(00568.HK)收跌23.36%,德翔海运(02510.HK)收跌19.54%。 港股收评:恒指全天放量涨近500点 无人驾驶板块涨幅居前 ...
超4700只个股上涨
第一财经· 2025-06-24 08:00
Market Overview - The three major stock indices collectively rose, with the Shanghai Composite Index closing at 3420.57 points, up 1.15% [1] - The Shenzhen Component Index closed at 10217.63 points, up 1.68% [1] - The ChiNext Index closed at 2064.13 points, up 2.3% [1] - The total trading volume exceeded 1.4 trillion yuan, with over 4700 stocks rising and 578 stocks declining [1] Sector Performance - Battery concept stocks surged in the afternoon, with companies like Xinde New Materials, Liyuanheng, and Huasheng Lithium Battery hitting the 20% daily limit [4] - Solid-state batteries and humanoid robot concept stocks experienced significant gains, while sectors like oil and gas, shipping, and military industry saw notable pullbacks [5][7] - The financial technology, autonomous driving, computing power, AI applications, and consumer electronics sectors led the gains [5] Capital Flow - Main funds saw a net inflow into non-bank financials, power equipment, and computers, while there was a net outflow from oil and petrochemicals, transportation, and banking sectors [8] - Specific stocks like Dongfang Wealth, Dongxin Peace, and Guoxuan High-Tech received net inflows of 1.278 billion yuan, 591 million yuan, and 571 million yuan respectively [9] - Conversely, stocks such as Sifang Precision, Zhongji Xuchuang, and Zhongyida faced net outflows of 914 million yuan, 611 million yuan, and 410 million yuan respectively [10] Institutional Insights - Guorong Securities suggests that the market's volume rebound is likely to continue [12] - Zhongtai Securities notes that while the Shanghai Index has surpassed 3400 points, other major indices have not yet reached their upper resistance levels, indicating a lack of significant new capital entering the market [12] - Recommendations include avoiding heavily institutional-held stocks and rotating into sectors like military, pharmaceuticals, and photovoltaics, while being cautious of stocks with excessive short-term gains [12]