Market Performance - As of June 26, the DRG/DIP concept index rose by 1.97%, ranking fifth among concept sectors, with 16 stocks increasing in value [1] - Notable gainers included Kechuang Information, which hit a 20% limit up, and Huayu Software, Guoxin Health, and Digital Certification, which rose by 4.75%, 3.69%, and 3.50% respectively [1] - The sectors with the highest and lowest daily performance included the Military Equipment Restructuring concept at +8.73% and the Photolithography Machine concept at -1.48% [1] Capital Flow - The DRG/DIP concept sector saw a net inflow of 412 million yuan, with 14 stocks receiving net inflows, and 5 stocks attracting over 30 million yuan each [1] - Kechuang Information led the net inflow with 205 million yuan, followed by Guoxin Health, Huayu Software, and Digital Certification with net inflows of 69.67 million yuan, 64.82 million yuan, and 47.87 million yuan respectively [1] - The top three stocks by net inflow ratio were Kechuang Information at 20.10%, Guoxin Health at 13.05%, and Huayu Software at 11.15% [2]

Market Performance - The cell immunotherapy sector declined by 1.41%, ranking among the top losers in the concept sector as of the market close on June 26 [1] - Notable declines were observed in companies such as Rongchang Biologics, Yuyuan Pharmaceutical, and Huahai Pharmaceutical, while ST Xiangxue, Shutai Shen, and Tailin Biologics saw gains of 4.19%, 1.71%, and 1.42% respectively [1] Capital Flow - The cell immunotherapy sector experienced a net outflow of 796 million yuan, with 43 stocks facing net outflows, and 5 stocks seeing outflows exceeding 50 million yuan [1] - Rongchang Biologics led the outflow with 110 million yuan, followed by Hengrui Medicine, Huahai Pharmaceutical, and Yuyuan Pharmaceutical with outflows of 104 million yuan, 75 million yuan, and 70 million yuan respectively [1] Top Gainers and Losers - The top gainers in the cell immunotherapy sector included ST Xiangxue, Shutai Shen, and Tailin Biologics, while the largest losers were Rongchang Biologics, Hengrui Medicine, and Huahai Pharmaceutical [1][3] - The trading volume for Rongchang Biologics was notably high, with a turnover rate of 14.96% and a significant drop of 18.36% in stock price [2][3]

Group 1 - The article highlights significant announcements in the stock market from Sunday to Thursday, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers" to help investors identify investment hotspots and prevent black swan events [1] - A company is involved in the research and development of medical-grade fully implanted wireless brain-machine interface systems, focusing on brain-machine interface, computing power, solid-state batteries, robotics, domestic chips, and state-owned enterprise reform [1] - Another company focuses on brain-machine technology applied to three core scenarios: education, healthcare, and elderly care, integrating brain-machine interfaces, edge computing, robotics, AI agents, multimodal AI, and cross-border e-commerce [1] - A company has received orphan drug designation from the EU for its innovative drug products, emphasizing innovation in drug development and cell immunotherapy [1]

Market Overview - The market experienced a slight rebound with all three major indices closing higher, with the Shanghai Composite Index at 3361.98, up 0.43% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion, an increase of 22.3 billion compared to the previous trading day [4] Sector Performance - The top-performing sectors included Beauty Care (up 3.86%), Textile and Apparel (up 2.53%), and Banking (up 1.98%) [1] - Conversely, the sectors that underperformed were Household Appliances (down 2.10%), Steel (down 1.37%), and Coal (down 0.84%) [1] Concept Indices - Notable concept indices that performed well included the China-South Korea Free Trade Zone (up 4.23%), Cell Immunotherapy (up 3.87%), and Football Concept (up 3.56%) [2] - Underperforming concept indices included Special Steel Concept (down 0.93%) and Medical Waste Treatment (down 0.51%) [2] Future Outlook - The market is expected to maintain a range-bound and consolidating trend, with a focus on sectors such as Finance, Pharmaceutical Biology, TMT (Technology, Media, and Telecommunications), and Non-ferrous Metals [4] - The upcoming mid-year performance expectations are anticipated to drive structural market trends, with fundamentals becoming a key factor [4]

Core Viewpoint - The cell immunotherapy sector has shown significant growth, with a 3.87% increase, ranking second among concept sectors, driven by strong performances from several stocks [1][2]. Group 1: Sector Performance - As of June 3, the cell immunotherapy concept saw 51 stocks rise, with notable gainers including Shutaishen and Guanhao Biological, both reaching a 20% limit up [1]. - Other top performers in the sector included Hainan Haiyao, Rui Zhi Pharmaceutical, and Zuo Li Pharmaceutical, with increases of 9.97%, 13.15%, and 10.66% respectively [1][2]. - Conversely, stocks like Xue Rong Biological, *ST Biological, and Fosun Pharmaceutical experienced declines of 1.76%, 1.14%, and 0.39% respectively [1]. Group 2: Capital Flow - The cell immunotherapy sector attracted a net inflow of 269 million yuan, with 34 stocks receiving significant capital inflows [2]. - Leading the net inflow was Huahai Pharmaceutical, which saw 266 million yuan enter, followed by Guanhao Biological and Hainan Haiyao with inflows of 159 million yuan and 64.85 million yuan respectively [2][3]. - The highest net inflow ratios were recorded for ST Zhongzhu, Hainan Haiyao, and Huahai Pharmaceutical, at 15.16%, 13.79%, and 12.53% respectively [3]. Group 3: Stock Specifics - Huahai Pharmaceutical had a daily increase of 7.63% with a turnover rate of 7.71% and a net capital flow of 266.08 million yuan [3]. - Guanhao Biological surged by 19.97% with a turnover rate of 28.68% and a net capital flow of 159.24 million yuan [3]. - Hainan Haiyao also performed well, increasing by 9.97% with a turnover rate of 6.18% and a net capital flow of 64.85 million yuan [3].

Group 1 - The football concept sector rose by 3.56%, ranking fourth among concept sectors, with 21 stocks increasing in value [1] - Notable gainers included Jinling Sports, which hit a 20% limit up, and other stocks like Gongchuang Turf, Kangliyuan, and Yue Media, which rose by 20%, 12.98%, and 6.86% respectively [1][2] - Major decliners in the sector included SAIC Motor, Hikvision, and Shanghai Port Group, which fell by 5.86%, 0.32%, and 0.17% respectively [1] Group 2 - The football concept sector attracted a net inflow of 6.6248 million yuan, with 14 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2] - Yue Media led the net inflow with 92.989 million yuan, followed by Mongcao Ecology, Jinling Sports, and Zhongti Industry with net inflows of 56.7281 million yuan, 34.4254 million yuan, and 28.4689 million yuan respectively [2][3] Group 3 - In terms of net inflow ratios, Gongchuang Turf, Mongcao Ecology, and Yue Media had the highest ratios at 19.83%, 17.24%, and 14.22% respectively [3] - The top stocks in the football concept sector based on net inflow included Yue Media with a 6.86% increase and a turnover rate of 9.69%, Mongcao Ecology with a 4.60% increase and a turnover rate of 5.65%, and Jinling Sports with a 20.00% increase and a turnover rate of 22.93% [3][4]

Core Viewpoint - The medical waste treatment sector experienced a decline of 0.51% as of the market close on June 3, with significant losses in stocks such as Qidi Environment and Yuhua Tian, while a few stocks like Seli Medical and Modern Investment saw gains [1][2]. Market Performance - The medical waste treatment concept ranked among the top decliners in the market, with Qidi Environment hitting the daily limit down, and Yuhua Tian and Shengyuan Environmental also showing significant declines [1]. - In contrast, the top gainers included Seli Medical (+3.51%), Modern Investment (+2.21%), and Dongfang Garden (+1.69%) [1]. Capital Flow - The medical waste treatment sector saw a net outflow of 226 million yuan, with 24 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 10 million yuan [1]. - The stock with the highest net outflow was Dongfang Garden, with a net outflow of 96.32 million yuan, followed by Yuhua Tian and Shengyuan Environmental [1][2]. Stock Performance - The stocks with the largest net outflows included: - Dongfang Garden: -96.32 million yuan, -1.69% change - Yuhua Tian: -65.64 million yuan, -5.51% change - Shengyuan Environmental: -31.26 million yuan, -4.09% change [1][2]. - Conversely, the stocks with the highest net inflows were Seli Medical (+3.51%), High Energy Environment, and China General Nuclear Power Technology [1][2].

截至6月3日收盘，同花顺果指数概念下跌0.41%，位居概念板块跌幅榜前列，板块内，闻泰科技、珠海 冠宇、鹏鼎控股等跌幅居前，股价上涨的有5只，涨幅居前的有东山精密、中石科技、歌尔股份等，分 别上涨1.03%、0.46%、0.14%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中韩自贸区 | 4.23 | 特钢概念 | -0.93 | | 细胞免疫治疗 | 3.87 | 医疗废物处理 | -0.51 | | 重组蛋白 | 3.64 | 同花顺果指数 | -0.41 | | 足球概念 | 3.56 | 无线充电 | -0.39 | | 毛发医疗 | 3.51 | 光热发电 | -0.33 | | CRO概念 | 3.41 | 深圳国企改革 | -0.24 | | 创新药 | 3.38 | F5G概念 | -0.23 | | 培育钻石 | 3.11 | 租售同权 | -0.22 | | 仿制药一致性评价 | 3.08 | 一体化压铸 | -0.21 | | 眼科医疗 | 3.08 | 硅能源 | -0.18 ...

Group 1 - The cell immunotherapy concept index rose by 1.25%, ranking 6th among concept sectors, with 29 stocks increasing in value [1][2] - Notable gainers included Ruizhi Pharmaceutical with a 20% limit up, Hainan Haiyao at limit up, and Shutaishen, Guanhao Biological, and Fosun Pharma with increases of 15.02%, 8.88%, and 5.23% respectively [1][6] - The sector experienced a net outflow of 266 million yuan, with 20 stocks seeing net inflows, and 8 stocks receiving over 10 million yuan in net inflows, led by Hainan Haiyao with a net inflow of 144 million yuan [2][3] Group 2 - Hainan Haiyao, Anke Bio, and Dongcheng Pharmaceutical had the highest net inflow ratios at 35.56%, 5.52%, and 5.27% respectively [3][4] - The top stocks by net inflow included Hainan Haiyao, Fosun Pharma, Ruizhi Pharmaceutical, and Zhaoyan New Drug, with net inflows of 144 million yuan, 54.52 million yuan, 34.78 million yuan, and 31.86 million yuan respectively [2][3] - Stocks with significant declines included Xue Rong Biological, Saifutian, and Jinchang Protein, with decreases of 4.23%, 2.74%, and 2.61% respectively [1][5]

细胞免疫治疗板块短线拉升，舒泰神（300204）涨超10%，雪榕生物（300511）、荣昌生物、金域医学 （603882）、莱美药业（300006）、和元生物等跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...