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]

一、基本信息 公司是一家创新型生物医药企业，拥有全球领先的植物生物反应器技术平台。公司建立了"一个独特植物表达体系，两个技术平台"的核心技术体系： 利用水稻胚乳细胞生物反应器高效重组蛋白表达平台（OryzHiExp）和重组蛋白纯化技术平台（OryzPur），建立了完善的药品、药用辅料及科研试剂 的产业化体系。公司产品主要包括药品、药用辅料以及科研试剂。 公司前身有限公司成立于2006年11月，2014年12月整体变更为股份有限公司，发行前总股本为26,804.8646万股，拥有2家全资子公司。截至2024年末， 员工总计178人。 二、控股股东、实际控股人 文/梧桐数据中心 7月1日，武汉禾元生物科技股份有限公司科创板IPO申请获得上交所上市委审核通过。 6月18日，中国证监会主席吴清在2025陆家嘴论坛上宣布，将重 启未盈利企业适用科创板第五套标准上市。禾元生物IPO今天成功过会，是落实证监会《关于在科创板设置科创成长层增强制度包容性适应性的意见》 的典型案例。 单位：万元 | | 科创板 | | | | | | --- | --- | --- | --- | --- | --- | | 公司简称 | 主营 ...

科创板第五套上市标准重启后首家过会企业来了！ 7月1日晚，上交所上市审核委员会发布的公告显示，当天召开的上市审核委员会会议审议通过了科创板拟上市企业武汉禾元生物科技股份有限公司（简称"禾 元生物"）的发行上市申请。这是科创板第五套标准重启以来，首家成功过会的IPO企业。 6月18日，中国证监会主席吴清在2025陆家嘴论坛上宣布，将在科创板设置科创成长层，并且重启未盈利企业适用科创板第五套标准上市。在业内人士看 来，禾元生物IPO成功过会，是落实证监会《关于在科创板设置科创成长层 增强制度包容性适应性的意见》（以下简称"科创板深化改革'1+6 ' 政策措施"）的 又一典型案例，充分彰显了尊重科技创新规律，更好支持优质科技型企业发展的政策导向。 禾元生物成立于2006年，是一家创新型生物医药企业。自创立以来，该公司便将业务聚焦于"重组人白蛋白"这一蓝海赛道。据悉，禾元生物核心产品HY1001 （重组人白蛋白注射液）已完成III期临床试验，并被国家药监局纳入优先审评程序，预计将于近期获批上市，有望成为国内首个上市的重组人白蛋白药品。 目前，禾元生物收入主要来自药用辅料、科研试剂等非核心产品，核心创新药产品正在研发， ...

从主力资金连续性进行观察，共有53只个股主力资金连续3个交易日以上持续净流入，连续流入天数最 多的是正帆科技，该股已连续12个交易日净流入；连续净流入天数较多的还有骄成超声、南模生物等， 主力资金分别连续流入9天、8天。主力资金连续流出的个股有100只，连续流出天数最多的是普元信 息，该股已连续13个交易日净流出；连续净流出天数较多的还有成大生物、隆达股份等，主力资金分别 连续流出12天、12天。（数据宝） 主力资金净流入排名 | 代码 | 简称 | 主力资金净流入（万元） | 主力资金流入率（%） | 涨跌幅（%） | 换手率（%） | | --- | --- | --- | --- | --- | --- | | 688047 | 龙芯中科 | 15547.09 | 8.92 | 6.43 | 3.05 | | 688235 | 百济神州 | 11134.27 | 13.10 | 3.65 | 3.11 | | 688019 | 安集科技 | 10190.21 | 11.29 | 5.01 | 3.41 | | 688136 | 科兴制药 | 9780.36 | 14.10 | 15.62 | 8.32 ...

近期科创板融资融券交易概况 | 日期 | 两融余额（亿元） | 较上一交易日增减（亿元） | 融资余额（亿元） | 融券余额（亿元） | | --- | --- | --- | --- | --- | | 2025.06.30 | 1577.05 | 5.34 | 1571.49 | 5.56 | | 2025.06.27 | 1571.70 | 0.84 | 1566.36 | 5.34 | | 2025.06.26 | 1570.86 | 12.56 | 1565.65 | 5.22 | | 2025.06.25 | 1558.30 | 3.60 | 1553.02 | 5.27 | | 2025.06.24 | 1554.69 | 7.75 | 1549.40 | 5.30 | | 2025.06.23 | 1546.94 | 1.65 | 1541.85 | 5.10 | | 2025.06.20 | 1545.29 | -6.13 | 1540.40 | 4.90 | | 2025.06.19 | 1551.42 | -5.09 | 1546.49 | 4.94 | | 2025.06.18 | 1 ...

（原标题：上证科创板100指数ETF今日合计成交额13.33亿元，环比增加32.67%） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 按成交金额环比增加看，易方达上证科创板100ETF(588210)、广发上证科创板100增强策略ETF(588680) 等今日成交额较上一交易日分别增加1169.20%、451.36%，增幅居前。 从市场表现看，截至收盘，上证科创板100指数(000698)上涨1.59%，跟踪上证科创板100指数的相关 ETF今日平均上涨1.60%，其中，涨幅居前的有易方达上证科创板100增强策略ETF(588500)、科创 100(588190)等，今日分别上涨2.21%、1.71%。(数据宝) 上证科创板100指数ETF6月30日成交额变动 | 基金代 | 基金简称 | 今日涨跌 | 今日成交额 | 较上一交易日增 | 环比增幅 | | --- | --- | --- | --- | --- | --- | | 码 | | 幅 | | 加 | | | 588220 | 科创100ETF基金 | 1.60% | 4.74亿元 | 2.17亿元 | 84.49% | | 58 ...

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 1.54%, closing at 1003.41 points, with a total trading volume of 3.253 billion shares and a turnover of 112.786 billion yuan, resulting in a weighted average turnover rate of 1.83% [1] - Among the tradable stocks on the STAR Market, 503 stocks closed higher, with 8 stocks increasing by over 10% and 43 stocks rising between 5% and 10%. Conversely, 77 stocks closed lower [1] Turnover Rate Analysis - The distribution of turnover rates shows that 3 stocks had turnover rates exceeding 20%, 14 stocks had rates between 10% and 20%, 63 stocks had rates between 5% and 10%, 100 stocks had rates between 3% and 5%, 293 stocks had rates between 1% and 3%, and 115 stocks had rates below 1% [1] - The stock with the highest turnover rate was Shengke Nano, which closed down by 4.40% with a turnover rate of 39.48% and a transaction amount of 368 million yuan. In contrast, Xinyu Ren closed up by 8.13% with a turnover rate of 27.42% and a transaction amount of 468 million yuan [1] Sector Performance - In terms of industry, the electronics sector had the highest number of stocks with turnover rates exceeding 5%, totaling 23 stocks, followed by the defense and military industry with 13 stocks and the pharmaceutical and biotechnology sector with 12 stocks [2] - Among high turnover stocks, 44 stocks experienced net inflows of main funds, with the highest net inflows recorded for Guokexing Military Industry, Huqiang Technology, and Youfang Technology, amounting to 60.4615 million yuan, 38.9915 million yuan, and 34.7934 million yuan, respectively [2] Leverage Fund Movements - A total of 46 stocks received net purchases from leveraged funds, with notable increases in financing balances for Tailin Micro, Liyuan Heng, and Juxin Technology, which saw increases of 120 million yuan, 97.1401 million yuan, and 79.6424 million yuan, respectively [2]

金融界6月30日消息，上证指数低开高走，上证科创板新材料指数 (科创材料，000689)上涨1.52%，报 891.34点，成交额96.9亿元。 数据统计显示，上证科创板新材料指数近一个月上涨6.62%，近三个月上涨2.64%，年至今上涨 12.76%。 据了解，上证科创板新材料指数从科创板市场中选取50只市值较大的先进钢铁、先进有色金属、先进化 工、先进无机非金属等基础材料以及关键战略材料等领域上市公司证券作为指数样本，反映科创板市场 代表性新材料产业上市公司证券的整体表现。该指数以2019年12月31日为基日，以1000.0点为基点。 从指数持仓来看，上证科创板新材料指数十大权重分别为：沪硅产业（9.73%）、西部超导 （7.95%）、安集科技（5.9%）、凯赛生物（5.88%）、天奈科技（4.67%）、容百科技（3.9%）、天岳 先进（3.45%）、厦钨新能（3.36%）、广钢气体（2.75%）、航材股份（2.61%）。 从上证科创板新材料指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证科创板新材料指数持仓样本的行业来看，信息技术占比40.12%、工业占比29.91%、原材料占比 27 ...

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 1.613 billion yuan, while the Sci-Tech Innovation Board saw a net inflow of 30.43 million yuan [1] - A total of 258 stocks on the Sci-Tech Innovation Board had net inflows, while 329 stocks had net outflows [1] Stock Performance - On the Sci-Tech Innovation Board, 503 stocks rose, with one stock, Xiangyu Medical, hitting the daily limit, while 77 stocks declined [1] - The stock with the highest net inflow was Cambrian Technology, with a net inflow of 287 million yuan, followed by Chipone Technology and Kingsoft Office with net inflows of 108 million yuan and 92.125 million yuan, respectively [1][2] Continuous Fund Flow - There are 49 stocks that have seen continuous net inflows for more than three trading days, with Sanyou Medical leading at 13 consecutive days of inflow [2] - Conversely, 122 stocks have experienced continuous net outflows, with Bohui Technology leading at 27 consecutive days of outflow [2] Top Net Inflows - The top stocks by net inflow include: - Cambrian Technology: 28.73 million yuan, with a flow rate of 6.58% and a price increase of 2.73% [2] - Chipone Technology: 10.84 million yuan, with a flow rate of 8.68% and a price increase of 4.89% [2] - Kingsoft Office: 9.21 million yuan, with a flow rate of 9.85% and a price increase of 2.00% [2] Notable Outflows - The stock with the highest net outflow was Longxin Technology, with a net outflow of 12.7 million yuan and a price drop of 4.04% [1] - Other notable outflows include Hengxuan Technology and Fengcai Technology, both with net outflows of 12.7 million yuan and 10.8 million yuan, respectively [1]

近日，中国证监会发布《关于在科创板设置科创成长层增强制度包容性适应性的意见》，明确设置 科创板科创成长层。上交所起草了《科创板上市公司自律监管指引第5号——科创成长层》（下称《指 引》）等2项规则，并向社会公开征求意见。笔者对此提出一些拙见。 《指引》从科创成长层的层次定位、纳入与调出条件、信息披露要求、风险揭示等方面作出了具体 规定。在"纳入"方面，上市时未盈利的科创板公司，自上市之日起纳入科创成长层；指引发布前已上市 且上市后尚未首次实现盈利的科创板公司，自指引发布之日起纳入科创成长层。在"调出"方面，满 足"最近两年净利润均为正且累计净利润不低于人民币5000万元"或"最近一年净利润为正且营业收入不 低于人民币1亿元"两个条件之一，即可调出。在风险揭示方面，科创成长层企业股票简称后添加"U"， 作为特殊标识。 根据《科创板股票上市规则》，科创板共设五套上市标准，其中第二、三、四、五套均不含盈利要 求，第五套甚至对营业收入也不作要求。此前，第五套上市标准主要针对医药行业，此次还支持人工智 能、商业航天、低空经济等更多前沿科技领域企业适用。也就是说，未来通过第二、三、四、五套上市 标准上市的企业，如果上市时 ...