6月12日，A股三大股指收盘涨跌不一，上证指数报收3402.66点，涨0.01%；深成指报收10234.33点，跌 0.11%；创业板指报收2067.15点，涨0.26%。 2025.06. 12 本文字数：678，阅读时长大约1分钟 作者 | 一财资讯 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | more | 3402.66 с | 0.34 | 0.01% | | 399001 | 深证成指 | Ampen | 10234.33 с | -11.69 | -0.11% | | 899050 | 非证50 | Mar | 1424.38 с | -3.53 | -0.25% | | 881001 | 万得全A | Myrr | 5199.82 с | 6.59 | 0.13% | | 000688 | 科创20 | | 977.97 c | -2.96 | -0.30% | | 399006 | 创业板指 | Mirrow | 2067.15 с | 5.29 | 0.26 ...

香港修订道路交通条例 9月15日起引入电子驾照 中新社香港6月12日电 (记者 刘大炜)香港特区立法会12日三读通过《2025年道路交通(修订)条例草 案》，旨在促进牌照电子化，为司机提供便利。修订后的条例将于今年9月15日起实施。 编辑：董文博 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 条例中引入可通过指定电子平台展示的电子驾照，以满足法定携带及出示要求。同时，条例还规定禁止 使用屏幕截图展示、设有时限的加密二维码等保安措施，协助执法人员核实电子驾照真伪。条例也明文 禁止伪造电子驾照的行为。 香港特区政府运输及物流局局长陈美宝表示，虽然电子驾照是国际趋势，但各地普及程度不一。考虑到 香港司机的适应需求，建议先采取"双轨并行"模式，让电子驾照作为实体驾照附加选项推出，既便利市 民适应，也保障在香港以外地区使用实体驾照的需求。 陈美宝也提到，相关指定电子平台主要供司机快速向执法人员展示驾照。用户下载相关应用程式后，通 ...

Core Viewpoint - The semiconductor industry is experiencing a market expansion, with positive growth forecasts for global semiconductor sales driven by demand in AI, cloud infrastructure, and advanced consumer electronics [1][2]. Group 1: Market Performance - As of June 12, 2025, the CSI Semiconductor Industry Index (931865) decreased by 1.10%, with mixed performance among constituent stocks [1]. - The Semiconductor Industry ETF (159582) fell by 1.24%, with a latest price of 1.35 yuan and a turnover rate of 3.86%, totaling a transaction volume of 7.22 million yuan [1]. - Over the past year, the average daily transaction volume of the Semiconductor Industry ETF was 17.52 million yuan [1]. Group 2: Sales Forecast - WSTS has raised its 2025 global semiconductor sales forecast from $697.2 billion to $700.9 billion, representing an 11.2% year-on-year growth [1]. - Continued growth is expected in 2026, with a projected increase of 8.5% to $760.7 billion [1]. - Logic and memory segments are anticipated to maintain double-digit growth in 2025 due to sustained demand [1]. Group 3: ETF Performance - The Semiconductor Industry ETF has seen a net value increase of 25.26% over the past year as of June 11, 2025 [2]. - The ETF's highest monthly return since inception was 20.82%, with a maximum consecutive monthly gain of 45.46% [2]. - The ETF has a historical one-year profit probability of 100% [2]. Group 4: Risk and Fees - The management fee for the Semiconductor Industry ETF is 0.50%, and the custody fee is 0.10%, which are among the lowest in comparable funds [5]. - The ETF's tracking error over the past two months was 0.019%, indicating the highest tracking precision among similar funds [6]. Group 5: Top Holdings - As of May 30, 2025, the top ten weighted stocks in the CSI Semiconductor Industry Index accounted for 75.47% of the index [6]. - The leading stocks include Northern Huachuang (002371) with a weight of 15.51% and a decline of 2.75%, and Zhongwei Company (688012) with a weight of 12.80% and a decline of 2.00% [8].

随后，西北监督站全体人员共同聆听档案工作者之歌《兰台情》，集中观看纪录片《红色密档》，在深情的旋律中感受档案人的使命担当，在珍贵文献的解 读中重温中国共产党在重大历史关头的英明决策，使全员深刻认识档案对存续红色血脉的非凡意义和资政育人的核心价值，用革命先辈前赴后继守护信仰的 故事引发情感共鸣。 在第十八个国际档案日到来之际，生态环境部西北核与辐射安全监督站（以下简称西北监督站）于6月9日组织全体干部职工开展"请听档案说"主题宣传活 动。活动聚焦档案价值挖掘与规范化管理，通过"学、思、悟、行"多维形式，奏响档案工作强音，筑牢发展基石。 活动伊始，西北监督站相关负责人系统解读了新修订的《西北监督站档案管理规定》，紧扣2024年归档工作实际，结合典型案例逐条剖析制度要点。现场通 过问答互动，针对归档范围界定、档案目录编制等共性问题深入研讨，解读"应收尽收"操作标准，明确"承办人立档"工作原则，为档案工作规范化注入新动 能。 下一步，西北监督站还将组织全体干部职工参与知识竞赛、档案知识讲座，参观"甘肃记忆"展览等活动，持续推进档案规范化攻坚与电子化建设，让档 案"开口说话"，为高质量发展提供坚实的历史支撑与知识保障。 ...

5月30日，我国新修订的《电子烟相关生产企业、批发企业烟草专卖许可证管理细则》开始施行， 推动电子烟产业治理进一步规范化、法治化。近日，记者从北京市石景山区检察院获悉，该院通过对一 起非法经营果味电子烟不起诉案开展行刑反向衔接，做实"后半篇文章"，强化了涉电子烟违法犯罪治 理。 破解"三跨"难题实现更好治理 买家发展为卖家 2023年5月，高某刷朋友圈时偶然发现有朋友在卖果味电子烟，宣称"无害解压""断货王"，有蓝 莓、可乐、芝士冰激凌等多种口味。跃跃欲试的高某立刻联系朋友下单。没想到，高某竟然从此一发不 可收拾，不仅自己上瘾后多次购买电子烟进行吸食，还决定涉足电子烟销售领域，以此作为生财之道。 此后，高某的朋友圈成了"电子烟销售平台"——每天发布着各种口味的电子烟售卖广告。一旦有买 家下单，高某就迅速联系上家，以低价拿货，上家则按照她提供的地址直接将电子烟快递发货给买家。 就这样，高某通过"货不经手"的隐蔽交易形式轻松赚取差价，与上家张某和杜某的合作也逐渐固定下 来。生意似乎越做越顺手。 平静的生活很快被打破，2023年8月，张某因涉嫌非法经营被警方抓获。在调查张某销售网络的过 程中，警方顺藤摸瓜找到了高某 ...

Market Overview - US stock market declined on Wednesday, with the S&P 500 ending a three-day rally, which may put pressure on A-shares at the opening [2] - The China Golden Dragon Index rose by 0.08%, indicating a positive performance for Chinese concept stocks [2] Technical Analysis - The Shanghai Composite Index closed at 3402.32 points, maintaining above the 3400 mark, but trading volume decreased to 1.26 trillion, down 160 billion from the previous day, suggesting weak buying interest [2] - If trading volume remains low, the index may test the 3380 point support level [2] - The ChiNext Index increased by 1.21%, but the new energy sector lagged, with Ningde Times affecting overall sentiment [2] - The brokerage sector saw a net inflow of 3.7 billion, indicating potential upward movement if major brokers like CITIC Securities and Oriental Fortune show strong early performance [2] Policy Directions - Three key policy directions identified: 1. US-China trade talks focusing on rare earth and semiconductor equipment exports, with China issuing temporary export licenses for rare earth materials to three major US automakers [3] 2. Hydrogen energy pilot projects, with the National Energy Administration outlining directions for green hydrogen production and zero-carbon parks, potentially benefiting equipment manufacturers like Hupu Co. and Xue Ren Co. [3] 3. Local special bonds issuance, with 180 billion issued in the first two weeks of June, likely stabilizing infrastructure stocks like China Communications Construction and China Railway Construction [3] Sector Rotation - Focus on whether technology and brokerage sectors can resonate positively in early trading [3] - The AI computing industry chain may see funding inflows due to the upcoming delivery of Nvidia's Blackwell chips [3] - Defensive sectors like Yangtze Power, with a dividend yield over 5%, and Hu Nong Commercial Bank, known for low valuation and high dividends, are suitable for risk-averse investments [3] Investment Strategy - Key focus on trading volume; if the first hour's trading volume exceeds 380 billion, the index may approach 3417 points; if it falls below 1.2 trillion, consider reducing positions to avoid potential pullbacks [4] - Long-term investors should consider semiconductor equipment, AI computing, and consumer electronics, which are at historical low valuations and have multiple policy catalysts [4] - Short-term traders should monitor hydrogen energy pilot projects and urban renewal themes, paying attention to the strength of leading stocks [4]

欢迎扫描下方二维码关注： 代理记账公司与委托方建立代理关系后，怎样在新电子税局以代理业务身份给被代理企 业办理纳税申报？ 2.系统跳转至该企业的办税桌面，中介机构可以根据被代理企业的需求进行代理业务操 作。 三、批量办理 1. 点击【批量申报】， 进入"涉税服务机构批量申报"界面， 点击左侧导航栏【批量申 报】，点击【查询】， 显示所有被代理企业当期应申报列表， 勾选需要零申报的条目， 点击【批量零申报】完成申报。 一、登录 新电子税局 1.在新电子税局登录界面， 选择" 代理业务 " ， 录入涉税专业服务机构的统一社会信用 代码、 涉税服务人员 的个人账号、密码 ， 点击【登录】。 2.登录新电子税局后，办理事项位置可以 选择单户办理或批量申报。 二、单户办理 1.点击 【单户办理】， 在委托企业后面操作列点击 【进入】。 | 2 全国统一规范电子税务局 20 15 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 沙税服务机构结息 | | | | | | | | | 进校盈务机构名称 | | 的一社会做可代記 | | 楚 ...

长江商报消息 昨日A股三大指数震荡反弹，沪指站上3400点。 盘面上，稀土永磁板块爆发，北矿科技（600980）3连板，中科磁业（301141）、华阳新材 （600281）、宁波韵升（600366）涨停。汽车零部件概念涨幅居前，泉峰汽车（603982）、迪生力 （603335）、金麒麟（603586）、西上海（605151）等多股涨停。大金融概念反弹，兴业证券、南华期 货（603093）、信达证券（601059）涨停炸板。多只高位人气股持续下挫，均瑶健康（605388）、丽人 丽妆（605136）、联化科技（002250）跌停。 巨丰投顾表示，外资机构超配中国资产的现象显现，国内适度宽松的货币财政政策有望持续发力；A股 市场已逐渐探明底部，建议投资者逢低进场，关注维持高景气度的半导体、消费电子、人工智能、机器 人、低空经济等领域的增量机会。 金鹰基金表示，海内外积极因素提振风偏，A股震荡上行支撑强化。从另一面来看，市场缩量上行会影 响对调整的担忧，而受益于政策利好和预期走强，成交量回升向好，市场情绪有望延续。 截至收盘，沪指报3402.32点，涨0.52%；深证成指报10246.02点，涨0.83%；创业板指 ...

Core Viewpoint - The willingness of large-cap stock private equity funds to increase positions is strong, with a continuous increase in holdings throughout the year, reflecting positive market sentiment and investment opportunities in specific sectors [1][2]. Group 1: Private Equity Fund Positioning - As of May 30, the position index of large-cap stock private equity funds has surpassed 80%, reaching 80.28%, an increase of 4.1 percentage points from the end of April [1]. - Since the end of last year, the overall trend of the position index has been upward, rising by 10.01 percentage points compared to the end of 2024 [1]. - The proportion of large-cap stock private equity funds with positions above 80% has significantly increased from 45.25% at the end of April to 60.96% [2]. Group 2: Performance and New Product Issuance - In May, the average return of 50 large-cap private equity funds was 2.73%, outperforming the performance of the CSI 300 index during the same period [2]. - The year-to-date average return for these funds reached 7.07% as of the end of May [2]. - The number of newly registered private equity securities products has surged, with a total of 4,361 products registered this year, a 45.03% increase compared to the same period last year [2]. Group 3: Market Outlook - Industry insiders view the data from private equity funds as a positive signal, indicating strong support for the market from both policy and capital perspectives [3]. - With the implementation of various policies, the market is expected to maintain a volatile trend in the short term, but the long-term economic improvement trend remains unchanged [3]. - Continuous inflow of medium to long-term capital is anticipated to enhance market structure and investor confidence, supporting overall market risk appetite [3].

Group 1 - The esports sector saw a rise of 2.72%, ranking second among concept sectors, with 29 stocks increasing in value, including significant gains from companies like Xinyu Entertainment (up 13.43%) and Giant Network (up 5.38%) [1] - The main inflow of funds into the esports sector amounted to 856 million yuan, with 21 stocks receiving net inflows, and 9 stocks exceeding 50 million yuan in net inflows, led by Giant Network with 163 million yuan [1] - The top three stocks by net inflow ratio were Electric Soul Network (23.03%), ST United (18.44%), and Bo Rui Communication (14.18%) [2] Group 2 - The esports concept stocks that performed well included Electric Soul Network, ST United, and Bo Rui Communication, with respective daily increases of 9.99%, 5.01%, and 5.03% [2][3] - The trading volume and turnover rates for key stocks were notable, with Electric Soul Network having a turnover rate of 7.97% and Giant Network at 3.92% [2] - The overall market sentiment in the esports sector appears positive, as indicated by the significant net inflows and the performance of leading stocks [1][2]