Group 1 - China's exports have evolved beyond simple goods, deeply embedding into the daily lives of billions globally [2] - The photovoltaic industry is adapting to challenges and seeking new markets amid geopolitical tensions [3] - Huole Technology has secured several million in Pre-B round financing, collaborating with over 50 global hardware manufacturers [4] Group 2 - Global Robotaxi players are racing towards commercialization, with Tesla initiating a pilot program in Austin, Texas [5] - Guangdong province is supporting e-commerce companies in establishing export-to-domestic sales zones and providing financial incentives [6] - AliExpress has been recognized as the top e-commerce platform in the Kantar BrandZ Globalization Brand List [7] Group 3 - Yikong Zhijia has completed over 400 million in D round financing, focusing on autonomous driving product development and international expansion [7] - CP Group has formed a strategic partnership with Ningji, enhancing its market presence [8] - Dongshan Precision expects its Thailand factory to achieve mass production in the second half of the year [8] Group 4 - The Chinese Ministry of Commerce has expressed strong opposition to the EU's restrictions on Chinese companies in public procurement [8] - The China Council for the Promotion of International Trade is facilitating exchanges between Chinese and American businesses [9] - A program in Indonesia aims to help Chinese companies navigate the healthcare market [9]

A股复盘 | 潦草的停火 阅兵的大A / 2025.06.24 家人们，今天我好好写！！！ 首先除了要感叹最强操盘手——特~迈克尔~马库斯~朗普外，还得感叹我大A，不 负众望，没有高开低走，稳稳守住了3400点，不像上次收盘就多了两点。 虽然盘中一度迷茫，但是看反馈，主要是大家还沉浸在上周的亏钱效应中，一脸 懵逼，还不知道买什么。 除了阅兵、中东停火外，我觉得美联储那些官员讲话也有影响，忽然就开始放信 号说7月可以降息了！一个 沃勒，一个鲍曼！ 虽然没有"三巨头"，但是盘后发布了一些利好文件，中国人民银行等六部门联合 印发《关于金融支持提振和扩大消费的指导意见》，增加居民家庭可支配收入。 中国人民银行周三将开展3000亿元MLF操作，期限为1年期。 难道真要重演924行情了？ 但是说实话哈，还是来点实际的吧！比如严格落实劳动法，8小时工作制！ 再扯点题外话，每次看一些呼吁发钱的视频，我都感叹网民是如此爱国、高尚， 忧国忧民！ 真的，不是反讽，给钱这么好这么实际的事情，底下留言的网民反而担心通胀， 担心削减我国制造业优势（人力成本提高）， 担心发了也不消费还是存银行， 担心给国民养成不劳而获的劣根性。 再说说今 ...

重磅选手入局，意味着全球无人驾驶开启了新一轮拼规模、拼成本、拼生态的新阶段。分析人士 称："Robotaxi竞争形势越来越严峻，不进则退。" 新玩家入场特斯拉十台Robotaxi上路 目前，仅受邀用户可通过特斯拉的新Robotaxi App叫车，每趟车费暂定为固定的4.20美元，服务覆盖奥 斯汀南部区域，运行时间为早6点至午夜12点。如果Robotaxi用户已拥有特斯拉账户，在上车前， Robotaxi将自动同步用户的车辆设置，如支付信息、媒体、娱乐、应用等，提供个性化体验。目前该服 务在副驾位置配置安全员，未来将去掉安全员。 分析人士认为，Robotaxi上路服务意味着特斯拉公司开启新的商业化篇章，也代表特斯拉无人驾驶所采 用的"视觉+端到端"模型的技术路线跑通。 按照特斯拉创始人兼首席执行官马斯克此前的表态，特斯拉Robotaxi扩展计划是：从10辆 Robotaxi 开 始，后续将有Cybercab等更多车辆加入车队，几个月内达到1000辆，后期计划扩展至旧金山、洛杉矶和 圣安东尼奥。 新华财经上海6月24日电（记者王鹤）美国当地时间6月22日，特斯拉在美国德克萨斯州奥斯汀市正式推 出无人驾驶出租车Ro ...

★ 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 ...

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 ...

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]

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]

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]

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]

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 | ...