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]

Group 1 - Multiple banks have reduced management fees for wealth management products to attract investors, with some products having conditional fee reductions or no fees at all [1] - Canalys predicts that 2026 may be a key year for the recovery of the foldable smartphone market, with Apple's rumored foldable product potentially stimulating market demand [1] - TrendForce reports that the global wafer foundry industry revenue decreased by approximately 5.4% in Q1 2025, amounting to $36.4 billion, due to international market conditions [1] Group 2 - As of Q1 this year, China's market regulatory authorities have repaired a total of 8.7779 million pieces of corporate illegal credit information, a year-on-year increase of 34.52% [2] - In the first five months of this year, over 200,000 defective children's products were recalled in China, including 54 recalls of toys involving 96,600 items [2] - Greenme's Hong Kong listing process is progressing in an orderly manner, with the company committed to timely information disclosure [2] Group 3 - Qualcomm has agreed to acquire UK-listed company Alphawave for approximately $2.4 billion, valuing the entire issued and to-be-issued share capital at £1.83 per share [3] - Xiaomi has undergone personnel adjustments in its China region, with Vice President Wang Xiaoyan taking on additional responsibilities as General Manager of Xiaomi Home [4] - JD.com has launched its wine and travel business, actively recruiting talent and establishing a complete business line for "flights + hotels + travel" [4] Group 4 - Midea Group clarified that the recall of its U-shaped air conditioning units in North America is a voluntary recall, not a mandatory one, and the product meets market standards [4] - A rumor regarding Hoshine Silicon Industry's control transfer has been denied by a company insider, stating that the information is false [5] - Haosai announced the termination of the transfer of a 0.71% stake in Yida New Energy due to unmet conditions of the agreement [5] Group 5 - Yibin Technology received a project designation notice from a domestic new energy vehicle company, with an estimated total sales amount of approximately 256 million yuan over a five-year lifecycle [6] - Kaichun Co. announced an adjustment to its share repurchase price limit from 26.625 yuan per share to 40 yuan per share, effective from June 10, 2025 [7] - The ChiNext index rose over 1% with more than 4,100 stocks in the market increasing, indicating a strong market performance [8]

从个股表现来看，今天上涨个股超4100家，下跌个股1000余家，涨停个股87家，跌停个股3家，可以看出今天算是一个普涨行情。从连板情绪来看， 上周五2连板及以上个股12家，今天真正晋级的只有4家，还有一家菲林格尔收盘竞价达到涨停价，但是没有封死，晋级率比较差，且2连板5家没有1 家晋级3连板，这在今天普涨的行情中也是非常少见的，算的上是一个罕见奇观了。不过目前市场有一个好的情况是：如联化科技、均瑶健康、菲林 格尔等这些周末都是被监控或是有利空的个股，今天还能涨停，说明短线情绪开始起来了。 盘面上来看，我在昨天的文章中提到的要关注"可控核聚变的反弹修复、足球概念、以及创新药、稳定币的资金回流修复等"。那么反观今天的市场表 现，可以说最强的就是创新药板块，创新药概念再度爆发，舒泰神、常山药业、海辰药业、睿智医药、联化科技、众生药业等多股涨停。消息面上， 国家药监局批准11款全新创新药的上市申请，另外还有2款创新药拟纳入优先审评，新品种密集获批有望赶上今年医保谈判放量，为相关企业业绩增 长提供助力。 另外，足球概念持续活跃，康力源20cm涨停、粤传媒涨停、共创草坪6连板，金陵体育涨超15%。可控核聚变午后活跃，百利 ...

Group 1 - The football concept sector rose by 4.44%, ranking third among concept sectors, with 27 stocks increasing in value, including Kangliyuan which hit a 20% limit up [1] - Notable gainers in the football concept sector included Yuedu Media, Gongchuang Turf, Jinling Sports, Liujin Technology, and Xinghui Entertainment, which rose by 10.07%, 9.99%, 15.31%, 11.78%, and 7.32% respectively [1][2] - The sector saw a net inflow of 402 million yuan from main funds, with 16 stocks receiving net inflows, and 8 stocks exceeding 30 million yuan in net inflow, led by Zhongti Industry with 174 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Yuedu Media at 25.40%, Kevin Education at 19.27%, and Zhongti Industry at 15.95% [3] - The football concept sector's inflow rankings showed Zhongti Industry with a 6.49% increase and a turnover rate of 12.50%, while Yuedu Media had a 10.07% increase with a turnover rate of 7.70% [3][4] - Other notable stocks in the sector included Kangliyuan with a 20% increase and a turnover rate of 59.52%, and Xinghui Entertainment with a 7.32% increase and a turnover rate of 15.86% [3][4]

Market Performance - The A-share market experienced a rise on Monday, with the ChiNext Index leading the gains. The Shanghai Composite Index closed at 3384.10 points, up 0.23%, with a trading volume of 498.2 billion yuan. The Shenzhen Component Index closed at 10203.50 points, up 0.58%, with a trading volume of 792.2 billion yuan. The ChiNext Index closed at 2048.62 points, up 1.17%, with a trading volume of 370 billion yuan. The total trading volume for both markets reached 1.29 trillion yuan, an increase of 134.4 billion yuan compared to the previous trading day [1]. Sector Performance - Sectors such as innovative pharmaceuticals, football concepts, rare earth permanent magnets, and controllable nuclear fusion saw significant gains, while a few sectors like precious metals experienced declines [2]. Stock Highlights - Innovative pharmaceutical stocks surged again, with over ten stocks, including Changshan Pharmaceutical, hitting the daily limit. Football concept stocks remained active, with Chongjian Turf achieving six consecutive trading limits. Nuclear power stocks rebounded, with Hezhan Intelligent hitting the daily limit. Overall, more than 4100 stocks in the market rose [3]. Institutional Insights - According to Jifeng Investment Advisory, the market is expected to continue its upward trend due to favorable policies, suggesting investors buy on dips. They recommend focusing on high-growth sectors such as semiconductors, consumer electronics, artificial intelligence, robotics, and low-altitude economy for medium to long-term opportunities [4]. - CITIC Construction Investment noted that the global market is currently in a tug-of-war between "tariff games" and "policy hedging." They highlighted structural opportunities in the A-share market driven by policies and valuation recovery, particularly in rare earths and technology sectors [4]. - China Ocean Fund suggested that the A-share index may remain volatile in the short term, advising investors to focus on fundamentals and long-term industry potential. They recommend sectors with good cash flow, such as electricity, telecommunications, and high-end manufacturing [4]. Economic Indicators - The National Bureau of Statistics reported that the Consumer Price Index (CPI) fell by 0.1% year-on-year in May, with food prices down by 0.4%. The Producer Price Index (PPI) decreased by 3.3% year-on-year, indicating a decline in industrial producer prices [5]. Policy Developments - Beijing's Commerce Bureau announced plans to create a global first-release center to support the renovation of commercial areas, encouraging high-quality brands to establish flagship stores in the city [6]. - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs launched a pilot program for intelligent elderly care service robots, focusing on product design that meets the physiological and psychological needs of the elderly [7][8].