证券时报记者 程丹 张淑贤 孙璐璐 贺觉渊 6月18日，2025陆家嘴论坛开幕。 中国人民银行行长潘功胜致开幕辞并作主题演讲。来看具体内容： 宣布八项金融开放举措 潘功胜在2025陆家嘴论坛上表示，为进一步推进上海国际金融中心的建设，一是在上海设立银行间市场交易 报告库；二是在上海设立数字人民币国际运营中心；三是在上海设立个人征信机构；四是在上海临港新片区开 展离岸贸易金融服务综合改革试点；五是在上海发展自贸离岸债；六是在上海优化升级自由贸易账户功能；七 是在上海"先行先试"结构性货币政策工具创新；八是会同证监会研究推进人民币外汇期货交易。 在上海"先行先试"结构性货币政策工具创新 潘功胜表示，在上海"先行先试"结构性货币政策工具创新，包括开展航贸区块链信用证再融资业务试点，以信 用方式发放再贷款，支持在沪商业银行向外贸企业提供融资。开展跨境贸易再融资业务试点，运用再贴现支持 在沪商业银行向进出口企业提供人民币跨境贸易融资。开展碳减排支持工具扩容试点，将支持范围扩大至部分 转型金融领域和地方特色产业。积极推动上海首批运用科技创新债券风险分担工具，支持私募股权机构发行科 创债券。 人民币已成为全球第二大贸易融资 ...

【导读】酒类股盘初发力，稀土永磁概念股回调 中国基金报记者晨曦 大家好！来一起关注上午的市场行情和最新资讯～ 6月18日，A股市场早间小幅低开，短暂上行后震荡走低。截至发稿，A股主要指数绿多红少，三大指数全部飘绿，全市场超4200 只个股下跌。 | ਣੇ A | 涨 1016 平 114 | | 跌 4283 | A股成交额 | | --- | --- | --- | --- | --- | | 序号 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | - | 000001 上证指数 | 3373.61 | -13.80 | -0.41% | | 2 | 399001 深证成指 | 10128.47 | -22.95 | -0.23% | | 3 | 899050 北证50 | 1378.09 | -24.46 | -1.74% | | 4 | 881001 万得全A | 5142.50 | -22.58 | -0.44% | | 5 | 000688 科创50 | 962.34 | -0.74 | -0.08% | | 6 | 399006 创业板指 | 2042.09 | -7.86 | -0.38% ...

Group 1: Company Bond ETF Performance - As of June 18, 2025, the Company Bond ETF (511030) increased by 0.01%, marking its eighth consecutive rise, with the latest price at 106.03 yuan [1] - Over the past year, the Company Bond ETF has accumulated a rise of 2.19% as of June 17, 2025 [1] - The latest scale of the Company Bond ETF reached 18.577 billion yuan, a record high since its inception [1] - The latest share count for the Company Bond ETF is 175 million, the highest in the past three months [1] - The Company Bond ETF has seen continuous net inflows for eight days, with a maximum single-day net inflow of 1.538 billion yuan, totaling 3.025 billion yuan in net inflows [1] - Leveraged funds have been actively participating, with the Company Bond ETF receiving net purchases from leveraged funds for five consecutive days, reaching a maximum single-day net purchase of 8.4424 million yuan [1] Group 2: National Bond ETF Performance - As of June 18, 2025, the National Bond ETF for 5 to 10 years (511020) rose by 0.03%, achieving its fourth consecutive increase, with the latest price at 117.63 yuan [3] - The latest scale of the National Bond ETF for 5 to 10 years is 1.433 billion yuan [3] - The average daily trading volume for the National Bond ETF for the past month is 496 million yuan [3] Group 3: National Development Bond ETF Performance - As of June 18, 2025, the National Development Bond ETF (159651) showed mixed performance with the latest price at 106.17 yuan, and it has accumulated a rise of 2.00% over the past year [5] - The average daily trading volume for the National Development Bond ETF over the past year is 547 million yuan [6] - The latest scale of the National Development Bond ETF is 1.054 billion yuan [6] Group 4: Market Analysis and Trends - The accounting logic regarding short-term national bonds and their inclusion in the central bank's balance sheet is under discussion, which could impact liquidity and monetary policy [7] - There is potential for adjustments in the statutory reserve deposit rates as policy rates decline, which may affect the bond market [7] - The use of digital currency for subsidizing various sectors and its implications for the internationalization of the RMB is being explored [8] - The "Three Musketeers" of bond ETFs, including Company Bond ETF, National Development Bond ETF, and National Bond ETF for 5 to 10 years, provide a diversified investment approach across different bond types and durations [8]

Core Viewpoint - Lakala announced plans to list on the Hong Kong Stock Exchange, resulting in a 16.16% surge in its stock price on June 17, 2025, with a closing price of 31.70 yuan per share and a total market capitalization of 24.982 billion yuan [2][5]. Group 1: Listing Announcement - On June 16, 2025, Lakala disclosed its intention to pursue a listing on the Hong Kong Stock Exchange, with details still under discussion with intermediary institutions [2]. - Following a significant stock price increase over three consecutive trading days, Lakala issued an announcement regarding abnormal trading activity, confirming the ongoing discussions about the listing [2][3]. Group 2: Business Performance - For Q1 2025, Lakala reported a payment transaction volume of 982 billion yuan, a year-on-year decrease of 10.51%, with operating revenue of 1.299 billion yuan, down 3.01%, and a net profit attributable to shareholders of 101 million yuan, a decline of 51.71% [4]. - The 2024 annual report indicated that Lakala achieved operating revenue of 5.759 billion yuan, a decrease of 2.96%, and a net profit of 351 million yuan, down 23.26% [4]. Group 3: Capital Reduction - Lakala has undergone two capital reductions in 2025, with registered capital decreasing from 800 million yuan to 788 million yuan on January 22, and further reduced to 776 million yuan on May 16 [4]. Group 4: Strategic Intent - The company aims to enhance its international competitiveness and support its international development strategy by listing in Hong Kong, which is part of its efforts to build a dual circulation pattern and promote the application of digital currency in cross-border scenarios [3].

【导读】拉卡拉宣布拟赴港上市后，股价大涨 16.16% 公开资料显示，拉卡拉成立于 2005 年，于 2011 年首批获得央行颁发的《支付业务许可 证》，于 2019 年 4 月 25 日登陆深交所，是国内首家数字支付领域上市企业，其主营业务 为数字支付业务和科技服务业务两大类。 4 月 24 日，拉卡拉披露了 2025 年一季度财务数据。财报显示，截至 2025 年一季度末， 受季节性因素、春节长假及行业整体承压的影响，该公司的支付交易金额为 9820 亿元，同 比下降了 10.51% ；营业收入为 12.99 亿元，同比减少 3.01% ；归属母公司股东净利润为 1.01 亿元，同比减少 51.71% ；扣除非经常性损益后归母净利润为 8468 万元，同比减少 62.97% 。 中国基金报记者 马嘉昕 6 月 17 日，在披露筹划赴港上市后，拉卡拉股价大涨了 16.16% ，盘中一度涨停。截至当 日收盘，拉卡拉报 31.70 元 / 股，总市值为 249.82 亿元，同日披露股价交易异常波动公 告。 据悉， 6 月 16 日晚间，拉卡拉发布公告称，该公司正筹划在香港联交所上市的事项，不过 相关细节尚未确定 ...

A股复盘 | 又跌了 / 2025.06.17 一大早，看到华尔街日报的报道， 中东和欧洲官员表示，伊朗一直在发出紧急信 号，表明其寻求结束敌对行动并恢复有关其核项目的谈判，并通过阿拉伯中间人 向以色列和美国传递信息。 这些官员称，在以色列猛烈的空袭行动中，德黑兰已 告知阿拉伯官员，只要美国不加入攻击，伊朗方面就愿意重返谈判桌。 心想着，今天油气、核污染防治该消停消停了吧！ 结果又是霍尔木兹海峡起火、特朗普提前结束加拿大之行、警告撤离德黑兰啊， 一些资金又回到油气去了！ 这剧情真是扑朔迷离啊 伊朗现在骑虎难下， 被打得真落花流水， 必须得把核武器亮出来了！ 刚写完发现一条新闻，国际原子能机构：已发现伊朗纳坦兹铀浓缩设施遭受直接 打击。 里外一锅端了！ 再说说今天的行情，一个是创新药和新消费大跌，明星股泡泡玛特、蜜雪集团、 老铺黄金集体杀跌超5%。 说实话，涨了那么多，该调整调整了！ 虽然昨天周报里写了那个创新药临床试验审批流程提速30日的消息， 但是这段 时间不少机构都在写新消费和创新药交易热度太高！ 周报写了东吴的， 昨天华安也指出， 创新药当前交易拥挤度当前处于2022年以 来的极致水平。 将申万二级行业 ...

各位朋友大家好，这里是帮主郑重的复盘分享时间。接下来咱们来聊聊6月17日A股市场上那些值得关注的涨停股。虽说大盘三大指数当天都有点小调整， 但有些板块和个股却逆势突围，背后的逻辑值得咱们好好琢磨。 油气板块当天也低开高走，通源石油、山东墨龙、准油股份都涨停了。这主要是因为中东地缘冲突升级，国际油价出现了上涨。油气作为重要的能源，在全 球经济中扮演着关键角色。不过，地缘政治的影响是短期的，油价的波动也比较大。对于中长线投资者来说，油气板块可以作为资产配置的一部分，但不要 过度依赖短期的事件驱动。 还有金一文化，这只股票因为摘帽和业务转型涨停了。公司从ST变为正常交易，说明经营状况有了改善。而且，金一文化原本主营黄金珠宝业务，现在又 切入了AI + 金融科技赛道，这种战略转型如果能成功，有望带来新的盈利增长点。不过，转型的过程中也存在不确定性，咱们得持续关注公司的业务进展 和市场反应。 从资金流向来看，主力资金当天流入了电池、消费电子、航运港口等板块，这些板块都是未来经济发展的重要方向。电池行业受益于新能源汽车的普及，消 费电子则随着人们生活水平的提高需求不断增长，航运港口则与全球贸易紧密相关。而文化传媒、化学制 ...

Group 1 - The market is experiencing a rotation rhythm, which is expected, with some sectors performing well while others face pullbacks [1][2] - Geopolitical tensions are influencing market dynamics, particularly in oil and gas sectors, which are seen as defensive investments [1][3] - The high rate of stock sell-offs indicates significant profit-taking, with a noted 30% sell-off rate today [1] Group 2 - The upcoming financial forum is anticipated to create a volatile market environment, likely leading to a slight decline before the event [2] - The innovative drug sector is showing signs of a pullback, particularly after the peak of a specific stock, indicating potential market corrections [2] - The digital currency sector is highlighted for its resilience, with opportunities for profit through strategic buying and selling [3] Group 3 - Key upcoming events include the Lujiazui Financial Forum and the 618 e-commerce festival, both of which are expected to impact financial and consumer sectors respectively [3] - The focus remains on core strengths in sectors like rare earths and solid-state batteries, with a strategy of retaining strong performers while discarding weaker ones [3]

6月17日，市场跌多涨少，2921只个股下跌，2250只个股上涨，61只个股涨停，9只个股跌停，热点聚焦农药、稳定币、固态电池、脑机接口等 板块。 | 代码 名称 | | 几天几板 涨停分析 | 价格 | 涨幅% 换手率 | 成交额 首次涨停时间 | | | --- | --- | --- | --- | --- | --- | --- | | 1 600281 华阳新材 | | 5天4板 贵金属回收+稀土永磁+一李 8.45 | | +10.03% 33.58% | 13.93亿 | 14:23:25 | | 2 | 002017 东信和平 | 4天3板 数字货币+量子科技+低空经 14.60 | | +10.02% 28.36% | 23.60 Z | 09:31:33 | | 002015 办鑫能科 | 3 | 3连板 蚂蚁金服概念+光伏RWA+虚 11.78 | | +9.99% 0.72% | 1.37 7. | 09:25:00 | | 600722 金牛化工 | ষ | 3连板 甲醇+煤化工+一李报增长+E 6.97 | | +9.94% 14.68% | 6.93 乙 | 09:25:01 | ...

1、行情 今日市场全天小幅下跌，整体依旧是常规的小波动。 题材方面，脑机接口大幅高开，创新医疗、爱朋医疗（20CM）双双一字板全天，南京熊猫、倍益康（30CM）、北陆药业、麒盛科技、荣泰健 康纷纷涨停，狄耐克、熵基科技、诚益通均涨超10%； 油服板块全天低开高走，准油股份、贝肯能源、山东墨龙、通源石油（20CM炸）集体3连板，科力股份、新锦动力、海默科技、惠博普等集体 大涨； 稳定币概念股继续局部发力，协鑫能科3连板，恒宝股份、东信和平2连板，创识科技、拉卡拉（炸）均20CM涨停，四方精创、海联金汇、新大 陆、小商品城、新国都等均盘中走强； 午后存储概念迎来短暂脉冲，大为股份涨停（炸），江波龙、德明利、佰维存储、朗科科技等集体跟涨； 此外，核污染防治、航运、农药等均有强势表现，IP经济、足球、医药等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收跌0.04%、0.12%、0.36%，市场整体涨跌互半。 2、脑机接口 昨晚一只中概股突然火了。 脑再生科技昨日盘中一度大涨超400%，最终收涨283%。 按照收盘价来看，脑再生科技年内涨幅超500倍，年内最大涨幅达800倍，从去年最低点算起来最大涨幅达1000倍！ ...