从市场驱动逻辑来看，A股市场当前的调整更多受到内部技术面与地缘政治风险的拖累，而 港股市场则在一定程度上受到全球市场流动性和投资者情绪的影响。 A股中，银行、电子、家用电器等蓝筹或周期性较强的板块表现相对抗跌，跌幅集中在0.23%至0.56%之 间，显示出市场在结构性调整中，对基本面稳健、估值合理的行业仍有一定支撑。与此同时，部分科技 成长板块逆势表现活跃，如受第五届中国国际固态电池科技大会即将举行等消息催化，固态电池相关领 域呈现强势；受益于AI需求拉动的PCB概念，以及因国际人形机器人专业展即将举办而走强的机器人板 块均有良好表现。相反，国防军工、美容护理、有色金属等板块跌幅较大，尤其是国防军工板块，跌幅 达2.58%；可控核聚变、减肥药等题材则调整明显，表明这些受政策预期和外部环境影响较大的行业在 当前阶段面临一定压力。 港股方面，日常消费品经销与零售、生物科技等板块跌幅较大，其中日常消费品经销与零售板块跌 3.67%，生物科技板块跌3.96%，显示出在当前市场环境下，投资者对高估值的成长型行业信心有所减 弱。医疗保健业、原材料业、工业等指数跌幅亦较为显著；而金融服务和房地产相关板块也出现了不同 程度的 ...

盘面上，跨境支付、智谱AI板块在盘初涨幅靠前，核污染防治、人脑工程板块在盘初跌幅靠前。能源 金属、电池、PCB概念、半导体、人形机器人等板块在盘中显著上涨，但伴随指数走低，均出现不同程 度的回落。可控核聚变、核污染防治、超导概念、海洋经济、减肥药等板块则出现较大幅度调整。 至午间收盘时，上证指数报3359.78点，跌幅0.86%，成交额约2913亿元；深证成指报10072.42点，跌幅 1.01%，成交额约4965亿元；创业板指报2032.19点，跌幅1.10%，成交额约2485亿元；科创综指报 1171.61点，跌幅0.67%，成交额约582亿元；北证50指数报1379.67点，跌幅0.99%，成交额约182亿元。 新华财经北京6月19日电（罗浩）沪深两市三大股指19日早间普遍小幅低开，深成指和创业板指在回补 与上一交易日之间缺口后震荡下行，沪指则在未能回补与上一交易日之前缺口的情况下震荡走低，各股 指在午间收盘时普遍显著下跌。 机构观点 华泰证券：复盘来看，历年陆家嘴金融论坛对短期市场影响相对有限，且无显著规律，大金融板块通常 在论坛发布一周前异动，反映资金提前博弈；中长期来看，论坛对金融改革和开放、资本 ...

2025.06. 19 作者 | 一财资讯 | ਵੰਮ | 涨713 | # 48 | 跌 4654 | A股成交额 | | 8059417 | | --- | --- | --- | --- | --- | --- | --- | | | | | A股重要指数 | | é | | | | 名称 | | 最新 | 涨跌 | 涨幅 | | | | 上证指数 | | 3359.78 | -29.03 | -0.86% | | | | 深证成指 | | 0072.42 | -103.17 | -1.01% | | | | 北证50 | | 1379.67 | -13.77 | -0.99% | | | | 创业板指 | | 2032.19 | -22.54 | -1.10% | | 推荐阅读 稳定币题材高开低走，可控核聚变、军工、离境退税、减肥药、新消费、稀土永磁、黄金概念股纷纷 回调；固态电池、人形机器人概念股逆势走强。 工信部严查车企"说一套做一套" 中信建投投顾吕佳认为，近期上证指数在整数关口反复但成交量并未有效放大。目前行业为主的趋势 类个股表现出较强韧性，对稳定指数有较强帮助，板块轮动速度明显加快后，我们 ...

Market Overview - A-shares experienced a downward trend with major indices declining, including the Shanghai Composite Index down 0.86%, Shenzhen Component Index down 1.01%, and ChiNext Index down 1.1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 805.8 billion, an increase of 43.2 billion compared to the previous trading day [1] Sector Performance - Over 4600 stocks in the market showed negative performance [1] - The energy metals sector opened high but fell back, while media and gaming stocks also saw a retreat after initial gains [1] - The controllable nuclear fusion sector led the decline, with companies like Hezhong Intelligent hitting the daily limit down, and others like Haheng Huaton, Guoguang Electric, and China Nuclear Technology experiencing significant losses [1] - The multi-financial sector also faced declines, with Ruida Futures down over 7% and Hongye Futures and New Power Financial following suit [1] Notable Stocks - Oil and gas stocks saw a rebound, with Huai Oil shares hitting the daily limit up and Zhongman Petroleum rising over 9% [1] - The solid-state battery sector was the top performer, with companies like Nord Shares, Xiangtan Electric, and Fengyuan Shares all hitting the daily limit up [1]

市场早盘震荡走低， 创业板指领跌。沪深两市半日成交额7878亿，较上个交易日放量448亿。盘面上热 点较为杂乱，个股跌多涨少，全市场超4600只个股下跌。从板块来看，机器人概念股展开反弹， 江苏 雷利涨超10%。固态电池概念股一度冲高， 丰元股份涨停。PCB概念股持续活跃， 中京电子涨停。下 跌方面，创新药概念股持续调整， 常山药业20CM跌停。板块方面，游戏、 PCB、 电池、 人形机器人 等板块涨幅居前， 可控核聚变、 港口、军工、 创新药等板块跌幅居前。截至收盘， 沪指跌0.86%， 深 成指跌1.01%，创业板指跌1.1%。 ...

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down 0.86%, the Shenzhen Component Index down 1.01%, and the ChiNext Index down 1.10% [1] - The total market turnover reached 805.8 billion yuan, an increase of 43.2 billion yuan compared to the previous day [1] - Over 4,600 stocks in the market were in the red [1] Sector Performance - The solid-state battery, PCB concept, and oil sectors saw the largest gains, while nuclear fusion, military industry, and weight loss drug sectors experienced the most significant declines [2] - Notable stocks in the solid-state battery sector included Nord Shares (600110), Xiangtan Electric (002125), and Fengyuan Shares (002805), all hitting the daily limit [2] - The stablecoin concept saw some activity, with Dongxin Peace (002017) hitting the daily limit, and Chutianlong (003040) and Annie Shares (002235) rising over 5% [2] - AI hardware stocks performed well, with Yihua New Materials (301176), Zhongjing Electronics (002579), and Kaiwang Technology (301182) all hitting the daily limit [2] - The nuclear power sector faced significant declines, with Hezhan Intelligent (603011) and Zhongke Technology (000777) hitting the daily limit, and Hahai Huaton (301137) dropping nearly 15% [2] - Weight loss drug stocks collectively adjusted, with Changshan Pharmaceutical (300255) hitting the daily limit and Hanyu Pharmaceutical (300199) falling over 10% [2] Hot Stocks - Stocks with consecutive daily limits included Zhun Oil Shares (002207) and Shandong Molong (002490) with five consecutive limits [5] - Dongxin Peace achieved four consecutive limits [6] - Stocks with three consecutive limits included Shenhuafa A and Nord Shares [7] - Stocks with two consecutive limits included Zhongjing Electronics, Yihua New Materials, and Times Publishing (600551) [8] Strong Sector Trends - The BYD concept led the market with eight stocks hitting the daily limit, including Nord Shares and Zhongjing Electronics [9] - The Huawei concept also saw eight stocks hitting the daily limit, with Dongxin Peace and Electric Science Network Security (002268) being notable mentions [9] - The new energy vehicle sector had seven stocks hitting the daily limit, with Nord Shares and Zhongjing Electronics again being highlighted [9] Emerging Trends - The ChatGPT concept stocks include Zhangyue Technology, Sanqi Interactive, and Beixin Source, with news of OpenAI's upcoming GPT-5 product release [11] - The digital currency sector includes Dongxin Peace, Electric Science Network Security, and Chutianlong, following significant U.S. legislation aimed at regulating stablecoins [12] - The autonomous driving sector features Jiangsu Leili, Mankun Technology, and Dongtianwei, with news of a new autonomous vehicle launch by Cainiao [13]

创业板指临近午盘跌超1%，深证成指跌0.9%，沪指跌0.8%，可控核聚变板块领跌。 ...

Group 1 - The China Securities Regulatory Commission (CSRC) emphasized the importance of multi-tiered capital markets in promoting the integration of technological and industrial innovation, particularly through the Sci-Tech Innovation Board (STAR Market) [1] - The introduction of the "1+6" policy measures aims to enhance the STAR Market's role as a testing ground for reforms, including the establishment of a growth tier for innovative companies and the resumption of listing standards for unprofitable enterprises [1] - The Shanghai Stock Exchange highlighted that the new growth tier will help stabilize market expectations, provide a controlled environment for incremental reforms, and facilitate better risk management for investors in unprofitable tech firms [1] Group 2 - As of June 18, the Sci-Tech Innovation Index has reached 569 sample stocks, covering 97% of the market capitalization of the STAR Market, including over 200 stocks not previously included in the scale index [2] - The Huaxia Sci-Tech Innovation Index ETF and its linked funds are actively tracking the Sci-Tech Innovation Index, currently ranking among the top in terms of scale and trading volume, with the highest average daily trading volume in the past week [2]

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 目录 1、多技术路线:磁约束与惯性约束为主流 请务必阅读正文之后的免责条款部分 t 本法班薪 聚变基本原理 1.1 聚变反应原理是轻原子核如荒、疯在超 1 亿℃高温高压下克服库仓斥力聚合成较重原子核，如意并释放巨大能量，能级 在 17.6MeV / 次反应之上。 选择危 (D) - 点(T) 聚变因二者反应裁面大、所需点火温度相对最低,约 1.5 亿℃,且负可从海水提取,1 升海水含 30mg 允, 危能通过摆吸收中子再生,燃料获取便捷、能量密度极高(1kg 元危聚变能量≥400 万吨石油)。 图表1:聚变原理图 图表2:几种主要的聚变反应截面以及最大反应截面所对应的温度 D.T D-3He n-IIR 10- 10-3 10 10- 500 1000 10 50 100 રે Center-of-Mass Energy (keV) 资料来源:中国科学院等离子体物理研究所、太平洋证券 资料来源:可控核聚变科学技术前沿问题和进展、太平洋证券 请务必阅读正文之后的免责条款部分 守正 出奇 宁静 致远 P3 守 ...

可控核聚变行业 证券研究报告 |行业深度研究报告 2025/6/18 可控核聚变展望： 进入关键导入期 刘强 S1190522080001 首席分析师： 分析师登记编号： 刘淞 S1190523030002 证券分析师： 分析师登记编号： 钟欣材 S1190524110004 证券分析师： 分析师登记编号： P2 报告摘要 可控核聚变开启能源革命新征程。 作为人类终极能源解决方案，可控核聚变具备能源丰富、零排放、安全性高等显著优势，1g 氘氚聚变释放 能量相当于 11.2 吨标准煤，远超核裂变与化石燃料，是实现 "双碳" 目标的战略选择。 多技术路线并行突破，磁约束与惯性约束成主流。磁约束以托卡马克、仿星器为代表；惯性约束以美国 NIF 为代表，国内 "神光" 计划持续推进激光驱动技术。两类技术均进入工程验证阶段，磁约束聚焦稳态 运行，惯性约束发力点火效率，共同推动聚变能从实验室走向工程化。 产业链协同发展，材料与设备成攻关核心。上游超导材料、耐辐照钨合金突破技术壁垒；中游设备进入 ITER 及国内实验堆供应链；下游以中核集团、中国核电为代表，推进 "星火一号" 混合堆（Q>30）、 BEST 紧凑型装置等示 ...