Group 1 - The A-share market showed a weak oscillating trend in the morning session, with the Shanghai Composite Index rising by 0.11% while the Shenzhen Component Index and the ChiNext Index fell by 0.23% and 0.36% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 788.7 billion, a decrease of 34.4 billion compared to the previous trading day [1] - The innovative drug, CRO concept, and dye sectors saw significant gains, while the EDA concept, military equipment, Sora concept, and robotics sectors experienced declines [1] Group 2 - The innovative drug concept experienced a resurgence, with companies such as Angli Kang, Ha Sanlian, Zhongsheng Pharmaceutical, and Sai Sheng Pharmaceutical hitting the daily limit [1] - The football concept remained active, with companies like Gong Chuang Turf achieving seven consecutive trading limits, and Kang Li Yuan and Yue Media also hitting the daily limit [1] - The EDR concept sector led the decline, with Hongquan Wulian dropping over 5% and Weiti Co., Ltd. falling over 2.5%; the military sector has seen declines for two consecutive days, with Jieqiang Equipment and Maixinlin dropping over 9% [1]

Core Viewpoint - The market showed mixed performance with the Shanghai Composite Index rising by 0.11% while the Shenzhen Component and ChiNext Index fell by 0.23% and 0.36% respectively, indicating a divergence in market sentiment [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 788.6 billion, a decrease of 34.4 billion compared to the previous trading day [1] - Over 3,300 stocks in the market experienced declines, highlighting a broad sell-off [1] Sector Performance - Innovative pharmaceutical stocks maintained strong momentum, with companies like Sai Sheng Pharmaceutical hitting the daily limit [1] - The football concept stocks were notably active, with Co-Creation Turf achieving a seven-day consecutive rise [1] - Banking stocks strengthened again, with Industrial Bank and several others reaching historical highs [1] - Conversely, military industry stocks underwent adjustments, with Jieqiang Equipment dropping over 10% [1] - The leading sectors in terms of gains included beauty care, innovative pharmaceuticals, batteries, and football concepts, while Huawei Ascend, military industry, state-owned cloud, and humanoid robots faced declines [1]

A股三大指数早盘涨跌不一，截至午盘，沪指涨0.11%，深成指跌0.23%，创业板指跌0.36%，北证50指 数跌0.12%。全市场半日成交额8082亿元，较上日缩量304亿元。全市场超3300只个股飘绿。 板块题材上，创新药、固态电池、足球概念板块涨幅居前；军工、机器人板块跌幅居前。 盘面上，创新药概念再度爆发，昂利康、哈三联、众生药业、赛升药业涨停。足球概念持续活跃，共创 草坪7连板，康力源、粤传媒涨停。固态电池板块走强，龙蟠科技、金银河、德新科技涨停。军工板块 领跌，捷强装备、迈信林跌超9%，机器人概念股走低，兆威机电、德马科技跌幅居前。 "聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 涨停天梯榜： 【7连板】 共创草坪。 【2连板】 澳洋健康、粤传媒、联化科技、众生药业、康力源、旭光电子、永安期货、北矿科技、苏州 龙杰、曲美家居、吉华集团、甬金股份。 最强风口榜： NO.1 【电子商务】 板块内10家涨停，7只连板股，最高连板数为7天7板，涨停股代表：共创草坪、康 力源。 NO.2 【西部大开发】 板块内8家涨停，3只连板股，最高连板数为5天5板，涨停股代表：易明医药、德 新科技。 NO.3 【数字经 ...

| . | J | 1 | | | 1 | 1 | | --- | --- | --- | --- | --- | --- | --- | | 1 | H | 1 100 | 1 | | | | 星标 ★ IPO日报 精彩文章第一时间推送 苏超赚钱凶猛！ 制图：佘诗婕 6月10日9点15分。 A股开盘，共创草坪（605099）第七个涨停板来了，金陵体育（300651）"诱多"5.15%高开向股民展示今天的情绪。 前两个 交易日，金陵体育都是大幅低开，但最后还是硬生生拉起，截至9：25分继续昨天开局，大跌5.15%！会不会重演昨天的故事（截至笔者发稿，金 陵体育上涨4.23%，又翻红了）？6月9日临时加入20cm涨停大军的康力源（301287）继续着高歌猛进的步伐，以12.24%的涨幅开盘（截至笔者 发稿，它再度涨停）。粤传媒和舒华体育等足球概念股，也纷纷跟涨（截至笔者发稿，粤传媒涨停，舒华体育涨停）。 | 星辉娱乐 | 4.56 | +3.64% +18.96% | | --- | --- | --- | | 300043 | | | | 英派斯 | 22.42 | +4.33% +10.14% | | 00 ...

2025.06. 10 本文字数：755，阅读时长大约1分钟 作者 | 一财资讯 6月10日，足球概念股持续活跃，截至发稿，共创草坪录得7连板，康力源20%涨停，粤传媒、舒华 体育涨停，双象股份、中体产业等跟涨。 近日，江苏省首届城市足球联赛近期火爆出圈，被网友戏称为"苏超"，并在网络上一度冲上热搜。 6月9日，为充分发挥人工智能技术对体育领域的支撑赋能作用，苏州市人工智能行业协会计划征集 人工智能技术赋能苏州足球队的创新产品及解决方案，促进提升训练水平和竞技表现，助力苏州足球 队在2025年江苏省城市足球联赛中争创佳绩。该协会围绕足球训练、健康管理、比赛战术等领域， 重点征集以下方向的AI技术产品及解决方案。根据要求，创新产品及解决方案需具备实际落地应用条 件，能够在2025江苏省城市足球联赛赛季结束前完成部署并投入使用。 足球概念板块近日持续攀升，相关上市公司昨日发布公告提示风险。 金陵体育公告称，公司可转债于2025年6月5日至6月9日连续三个交易日收盘价格涨幅偏离值累计达 到39.14%，属于可转债交易异常波动的情况。近期，江苏省城市足球联赛的火爆情绪蔓延至A股市 场，公司股票波动严重异常，存在市场情 ...

Core Viewpoint - The recent surge in football-related stocks has led to significant volatility, prompting companies like Jinling Sports to issue warnings about potential irrational trading behavior and associated risks [1][3]. Group 1: Stock Performance - Jinling Sports reported a stock price increase of 6.21%, reaching 39.28 [2]. - Kangliyuan saw a 20% increase, with a current price of 58.32 [2]. - Gongchuang Turf experienced a 10.01% rise, with a price of 44.20 [2]. - Shuhua Sports rose by 9.97%, reaching 10.70 [2]. - Other companies like Yued Media and Shuangxiang Co. also saw significant gains, with increases of 10.05% and 3.96% respectively [2]. Group 2: Market Sentiment and Risks - Jinling Sports announced that its convertible bonds experienced a cumulative price increase of 39.14% over three consecutive trading days, indicating abnormal trading behavior [3]. - The Jiangsu Province's first urban football league has gained popularity, contributing to heightened market sentiment around football stocks [3]. - Gongchuang Turf noted a 73.79% cumulative increase in stock price since May 30, with a turnover rate of 12.73%, highlighting significant market volatility [4]. - The investment director from Qianhai Bourbon Fund commented that the football concept represents a short-term pulse market, with sustainability yet to be observed [4].

市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 06 月 10 日 星期二 [Table_Summary] 概览 核心观点 【市场回顾】周一 A 股三大指数集体上涨。截至收盘，上证综指涨 0.43%，深成指涨 0.65%，创业板指涨 1.07%。全市场成交额 13,126 亿元，较上日增加 1,355 亿元。全市场超 4,100 只个股上涨。板块题 材上，创新药、足球概念、可控核聚变、互联网金融板块涨幅居前； 贵金属、白酒板块跌幅居前。 【重要新闻】 【国家统计局公布 2025 年 5 月份 CPI 和 PPI 数据】2025 年 5 月份， 全国居民消费价格同比下降 0.1%。其中，城市持平，农村下降 0.4%； 食品价格下降 0.4%，非食品价格持平；消费品价格下降 0.5%，服务 价格上涨 0.5%。1-5 月平均，全国居民消费价格比上年同期下降 0.1%。 5 月份，全国居民消费价格环比下降 0.2%。其中，城市下降 0.2%， 农村下降 0.2%；食品价格下降 0.2%，非食品价格下降 0.2%；消费品 价格下降 0.3%，服务价格持 ...

Market Overview - The A-share market showed an upward trend with the Shanghai Composite Index closing at 3399.77, up 0.43%, and the Shenzhen Component Index at 10250.14, up 0.65% [2][6] - The overall market sentiment improved, with over 4100 stocks rising, particularly in the pharmaceutical and non-bank financial sectors [8][9] Economic Indicators - In May, China's exports increased by 4.8% year-on-year, while imports decreased by 3.4%, resulting in a trade surplus of 103.22 billion USD [15][16] - The Consumer Price Index (CPI) in May fell by 0.1% year-on-year, indicating a slight deflationary trend [17][18] Industry Dynamics - Canalys forecasts that the penetration rate of AI smartphones will reach 34% by 2025, driven by advancements in chip capabilities and model efficiency [26] - The Ministry of Transport reported that in May 2025, urban rail transit systems across 54 cities operated 326 lines, with a total operational mileage of 10,978.3 kilometers and a passenger volume of 2.87 billion [28][29] Company Updates - Bohui Innovation (300318.SZ) received a medical device registration certificate for its HPV genotyping test kit, enhancing its product portfolio and market competitiveness [34] - Haizhi Science (002653.SZ) obtained an IND application acceptance notice for its innovative drug HSK47977, aimed at lymphoma treatment, indicating significant development potential [36] - Jingji Zhino (000048.SZ) reported a 8.74% year-on-year decline in pig sales in May, while Shennong Group (605296.SH) saw a 24% increase in the same period [37][39] - Yisheng Co. (002458.SZ) experienced an 11.21% decline in sales revenue from white feather broiler chicks in May, despite a 11.35% increase in sales volume [41][42]

Equity Market - On June 9, the market experienced a steady rise throughout the day, with the ChiNext Index leading the gains. The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, an increase of 134.4 billion yuan compared to the previous trading day. Over 4,100 stocks rose in the market, with sectors such as innovative pharmaceuticals, football concepts, rare earth permanent magnets, and controllable nuclear fusion showing significant gains, while a few sectors like precious metals saw declines. By the end of the trading day, the Shanghai Composite Index rose by 0.43%, the Shenzhen Component Index increased by 0.65%, and the ChiNext Index climbed by 1.07% [3]. Retail Industry - The Ministry of Commerce announced the first batch of 38 pilot cities for national retail innovation and enhancement, including major cities like Beijing, Shanghai, Guangzhou, and Shenzhen, with Nanjing and Suzhou also making the list. From June 6 to 9, the Jiangsu Provincial event for foreign trade products and the Jiangsu Province "Three Advances and Three Promotions" initiative, along with the China (Jiangsu) Time-honored Brands Expo, attracted nearly 300 foreign trade enterprises and over 280 time-honored brands from within and outside the province to participate [4]. Agriculture - The Jiangsu Agricultural Technology Promotion Station reported that on June 7, the average yield of wheat in a typical high-yield plot in Shengli Village, Lingcheng Town, reached 806.2 kilograms per mu. This marks the first time that the yield of wheat following rice in Jiangsu has surpassed 800 kilograms per mu, setting a new provincial record for this crop type [4]. Trade and Economic Data - In the first five months of the year, China's total goods trade value reached 17.94 trillion yuan, reflecting a year-on-year increase of 2.5%. In May alone, the trade value was 3.81 trillion yuan, up by 2.7%. Exports in May amounted to 2.28 trillion yuan, showing a growth of 6.3%. The consumer price index (CPI) for May decreased by 0.1% year-on-year, while the producer price index (PPI) fell by 3.3% year-on-year [6]. - The United States remains China's third-largest trading partner, with a total trade value of 1.72 trillion yuan, down by 8.1%. Exports to the U.S. were 1.27 trillion yuan, a decrease of 8.7%, while imports from the U.S. were 447.51 billion yuan, down by 6.3% [6]. Automotive Industry - Honda China reported that its automobile sales in May totaled 55,108 units, representing a year-on-year decline of 16.8% [6]. Technology and AI - Canalys forecasts that the penetration rate of AI smartphones will reach 34% by 2025, driven by the optimization of edge models and improvements in chip computing power [6]. Global Economic Indicators - Citigroup anticipates that the Federal Reserve will lower interest rates by a total of 50 basis points in January and March 2026, with an expected reduction of 75 basis points throughout 2023 [6]. - In Japan, Prime Minister Kishida announced an investigation into the sudden surge in rice prices, which saw an increase of 98.4% year-on-year in April, marking the largest rise since 1971 [6]. Autonomous Driving - Waymo, a subsidiary of Google, announced the suspension of its services in downtown Los Angeles following incidents where several of its vehicles caught fire during protests [6].

Market Overview - The market experienced a broad increase, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 0.43%, 0.65%, and 1.07% respectively, with over 4100 stocks gaining and more than 1000 declining [3] Sector Performance - The futures sector saw significant gains, with companies like Yong'an Futures, Nanhua Futures, and Xinda Securities hitting the daily limit [19][21] - The innovative drug sector also performed well, with multiple companies such as Aonlikang and Haichen Pharmaceutical achieving consecutive limit-ups [3] - The football concept sector showed strong performance, with Gongchuang Turf achieving six consecutive limit-ups and other companies like Kangliyuan and Jinling Sports also seeing substantial gains [4][6] - The rare earth sector surged due to news stimuli, with companies like Keheng Co. and Beikang Technology hitting the daily limit [3] Specific Company Highlights - Xinda Securities and Dongxing Securities were highlighted for their strong performance, attributed to the approval of Central Huijin as the actual controller of several securities firms [22] - Companies related to the "Wei God" phenomenon, such as Yidong Electronics and Huawai Technology, saw significant price movements due to social media attention [12][14] Investment Trends - The market is experiencing a wave of collective buying, with various stocks in the "hugging" category seeing synchronized increases [25] - The overall sentiment in the market resembles a bull market, with micro-cap stocks showing strong upward trends [26]