Market Performance Summary - The Shanghai Composite Index opened on July 2 with a slight increase of 0.42 points, representing a change of 0.01%, closing at 3458.17 points [1] - The Shenzhen Component Index opened on July 2 with a decrease of 20.47 points, reflecting a decline of 0.2%, closing at 10455.83 points [1] - The CSI 300 Index opened on July 2 with a minor increase of 0.56 points, indicating a change of 0.01%, closing at 3943.32 points [1] - The ChiNext Index opened on July 2 with a decrease of 7.78 points, showing a decline of 0.36%, closing at 2140.14 points [1] - The STAR 50 Index opened on July 2 with a decrease of 2.42 points, reflecting a decline of 0.24%, closing at 992.38 points [1]

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3458.17 | 0.42 | 0.01% | 50亿 | 3.17% | | 399001 | 深证成指 | 10455.83 | -20.47 | -0.20% | 87亿 | 0.40% | | 899050 | 北证50 | 1452.88 | -4.20 | -0.29% | 3.01Z | 39.99% | | 881001 | 万得全A | 5323.75 | -5.31 | -0.10% | 140亿 | 6.01% | | 000688 | 科创50 | 992.38 | -2.41 | -0.24% | 1.1亿 | 0.35% | | 399006 | 创业板指 | 2140.14 | -7.78 | -0.36% | 41亿 | -0.07% | | 000300 | 沪深300 | 3943.32 | 0.56 | 0.01% | 15/2 | 0.21% | | 000905 ...

Market Sector - The Sci-Tech 50 Index increased by 1.46% in the first half of 2025, ranking second among various sector indices, outperforming the ChiNext 50, Shenzhen 50, and Shanghai 50 indices [2] - As of the end of the first half of 2025, the total market capitalization of the Sci-Tech Board reached 7.62 trillion yuan, an increase of 0.27 trillion yuan or 3.72% from the end of Q1 2025, surpassing the market capitalization growth of the Shenzhen main board [4] - The total trading volume of the Sci-Tech Board in the first half of 2025 was 12.57 trillion yuan, with an average trading volume of 213.85 million yuan per stock, lower than the average trading volumes of the Shanghai and Shenzhen main boards and ChiNext [7][8] - The average daily turnover rate of the Sci-Tech Board was 2.67% in the first half of 2025, higher than that of the Shanghai main board but lower than that of the Shenzhen main board, ChiNext, and the Beijing Stock Exchange [9] - The price-to-book ratio of the Sci-Tech Board at the end of the first half of 2025 was 4.06 times, higher than that of the ChiNext and Shanghai and Shenzhen main boards [12] - The financing balance of the Sci-Tech Board reached 157.15 billion yuan at the end of the first half of 2025, an increase of 11.85 billion yuan from the beginning of the year [14] - The securities lending balance of the Sci-Tech Board was 0.056 billion yuan at the end of the first half of 2025, an increase of 0.0096 billion yuan from the beginning of the year [16] Individual Stocks - SMIC led with a market capitalization exceeding 400 billion yuan, followed by Haiguang Information, Cambrian-U, and BeiGene-U, with seven companies having market capitalizations exceeding 100 billion yuan [18] - Excluding the significant fluctuations on the first day of new stock listings, Sangfor Technologies had the highest increase at 153.60%, followed by Yifang Bio-U, Aerospace South Lake, and Youfang Technology, with 14 companies also exceeding 100% [19] - SMIC had a financing balance of 7.198 billion yuan, leading the list, followed by Cambrian-U, Haiguang Information, and Zhongwei Company, with 16 companies having financing balances exceeding 1 billion yuan [22] - SMIC also had the highest securities lending balance at 19.7038 million yuan, followed by Haiguang Information, Cambrian-U, and Chip Original Co., with six companies exceeding 10 million yuan [25] Industry Themes - In the first half of 2025, companies listed on the Sci-Tech Board were primarily distributed across three Wind Sci-Tech theme industries, with the new generation information technology industry leading with four companies, followed by high-end equipment manufacturing and biotechnology industries, each with one company [29] - Among the seven companies listed on the Sci-Tech Board in the first half of 2025, six met the first standard for listing, which requires positive net profits for the last two years and a cumulative net profit of no less than 50 million yuan, or a positive net profit for the last year with revenue of no less than 100 million yuan, and an expected market capitalization of no less than 1 billion yuan [31] - The companies listed in the first half of 2025 came from Beijing and Jiangsu (two each), and Hubei, Zhejiang, and Guangdong (one each) [34] - The total IPO financing for Sci-Tech Board companies in the first half of 2025 was 7.901 billion yuan, a year-on-year increase of 29.33%, with three companies raising over 1 billion yuan, three between 500 million to 1 billion yuan, and one below 500 million yuan [37] - Yitang Co. led the IPO financing in the first half of 2025 with 2.497 billion yuan, while Yingshi Innovation and Xingfu Electronics each raised over 1 billion yuan [41]

证券研究报告 交易型指数基金资金流向周报 数据日期：2025/6/16-2025/6/20 长城证券产业金融研究院 基金研究 分析师：金铃 执业证书编号：S1070521040001 报告日期：2025年7月1日 交易型指数基金资金流向 www.cgws.com 国内被动股票基金 | 基金规模 | 大 类 | | 周涨跌幅 | 周资金净买入额 | 今年以来周涨跌幅走势图 | 今年以来周资金流向走势图 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 所属概念 | | (亿元) | (%) | (亿元) | | | | | 上证50 | | 1594.56 | 1.69 | 2.15 | | | | | 沪深300 | | 9834.49 | 2.19 | -71.25 | | | | | 中证500 | | 1401.20 | 3.91 | -19.27 | | | | | 中证1000 | | 1169.17 | 4.63 | -9.44 | | | | | 创业板指 | | 1264.48 | 5.61 | -11.84 | | | | | 科 ...

Market Performance Summary - The Shanghai Composite Index closed at 3,457.75 points on July 1, with an increase of 13.32 points, representing a rise of 0.39% [1] - The Shenzhen Component Index closed at 10,476.29 points, up by 11.17 points, reflecting a gain of 0.11% [1] - The CSI 300 Index ended at 3,942.76 points, rising by 6.68 points, which corresponds to a 0.17% increase [1] - The ChiNext Index closed at 2,147.92 points, down by 5.09 points, indicating a decline of 0.24% [1] - The STAR 50 Index finished at 994.80 points, decreasing by 8.61 points, marking a drop of 0.86% [1]

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3445.85 | 1.42 | 0.04% | 41亿 | 2.81% | | 399001 | 深证成指 | 10458.39 | -6.73 | -0.06% | 81亿 | 0.42% | | 899050 | 北证50 | 1443.57 | -3.61 | -0.25% | 2.3亿 | 39.10% | | 881001 | 万得全A | 5316.71 | 1.84 | 0.03% | 124亿 | 5.87% | | 000688 | 科创20 | 1002.09 | -1.33 | -0.13% | 0.91Z | 1.33% | | 399006 | 创业板指 | 2149.22 | -3.80 | -0.18% | 36亿 | 0.36% | | 000300 | 沪深300 | 3935.91 | -0.17 | 0.00% | 12亿 | 0.03% | | 000905 | 中 ...

Core Points - The Shanghai Composite Index opened at 3445.85 points on July 1, 2023, with a slight increase of 1.42 points, representing a change of 0.04% [1] - The Shenzhen Component Index opened at 10458.39 points, experiencing a decrease of 6.73 points, which is a decline of 0.06% [1] - The CSI 300 Index opened at 3935.91 points, showing a minimal decrease of 0.17 points, indicating no significant change [1] - The ChiNext Index opened at 2149.22 points, down by 3.8 points, reflecting a drop of 0.18% [1] - The STAR 50 Index opened at 1002.09 points, with a decrease of 1.32 points, marking a decline of 0.13% [1]

中证1000收报6356.18点，涨1.26%。 深证成指收报10465.12点，涨0.83%。 创业板指收报2153.01点，涨1.35%。 沪深300收报3936.08点，涨0.37%。 科创50收报1003.41点，涨1.54%。 中证500收报5915.39点，涨0.88%。 上证指数收报3444.43点，涨0.59%。 ...

中国上证综指6月30日（周一）收盘上涨20.2点，涨幅：0.59%，报3444.43点； 中国深证成指6月30日（周一）收盘上涨86.57点，涨幅：0.83%，报10465.12点； 中国沪深300指数6月30日（周一）收盘上涨14.32点，涨幅：0.37%，报3936.08点； 中国创业板指数6月30日（周一）收盘上涨28.67点，涨幅：1.35%，报2153.01点； 中国科创50指数6月30日（周一）收盘上涨15.2点，涨幅：1.54%，报1003.41点。 ...

中证1000早盘收报6332.88点，涨0.89%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3431.18 | 6.95 | 0.20% | 3468亿 | 2.37% | | 399001 | 深证成指 | 10434.48 | 55.93 | 0.54% | 5675 2 | 0.19% | | 899050 | 北证50 | 1438.12 | -1.51 | -0.10% | 185 | 38.57% | | 881001 | 万得全A | 5295.64 | 27.47 | 0.52% | 9327亿 | 5.45% | | 000688 | 科创50 | 999.66 | 11.45 | 1.16% | 187亿 | 1.08% | | 399006 | 创业板指 | 2144.06 | 19.72 | 0.93% | 2810亿 | 0.12% | | 000300 | 沪深300 | 3922.29 | 0.53 | 0.01% ...