截至6月27日收盘，F5G概念上涨1.66%，位居概念板块涨幅第9，板块内，29股上涨，新亚电子涨停， 中际旭创、ST特信、德科立等涨幅居前，分别上涨6.71%、4.59%、4.46%。跌幅居前的有上港集团、星 网锐捷、梅安森等，分别下跌1.20%、0.75%、0.53%。 | 002429 | 兆驰股 | 1.86 | 1.09 | 3067.18 | 14.19 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 300252 | 金信诺 | 3.72 | 14.41 | 2744.64 | 3.18 | | 301191 | 菲菱科 | 1.74 | 6.94 | 1187.14 | 4.40 | | | 思 | | | | | | 000070 | ST特信 | 4.59 | 2.68 | 1183.16 | 6.35 | | | 铭普光 | | | | | | 002902 | 磁 | 0.59 | 8.47 | 915.78 | 2.98 | | | 初灵信 | | | | | | 300250 | 息 | 1.50 | 13.24 ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Online gaming platform Roblox is popular with children and teenagers. A gardening game created by a teenager on online platform Roblox has attracted a record 21 million simultaneous players, a figure rarely seen in the industry. "You could quite easily never have heard of Grow a Garden... and yet it is by some measures the big ...

（文章来源：证券时报网） | 603579 | 荣泰健康 | -4.53 | 6.32 | -1742.37 | | --- | --- | --- | --- | --- | | 601718 | 际华集团 | 1.57 | 5.86 | -1575.89 | | 300678 | 中科信息 | -0.27 | 3.85 | -1480.87 | | 300884 | 狄耐克 | -1.39 | 7.86 | -1360.40 | | 688709 | 成都华微 | -1.78 | 1.82 | -1346.12 | | 002819 | 东方中科 | 0.38 | 3.84 | -1044.54 | | 688793 | 倍轻松 | -4.51 | 3.38 | -881.94 | | 300753 | 爱朋医疗 | -1.82 | 21.29 | -800.79 | | 002195 | 岩山科技 | 0.37 | 4.15 | -369.41 | | 301330 | 熵基科技 | -0.27 | 8.41 | -324.49 | | 600998 | 九州通 | -0.97 | 0.39 | -22 ...

Core Viewpoint - Guiyang is making significant strides in building an eco-civilization, achieving remarkable results in environmental protection and green industry development, while promoting public participation in these efforts [1][5]. Environmental Improvement - In 2024, Guiyang achieved an ambient air quality excellent rate of 99.5%, ranking 4th among 168 key cities in China, with a 100% compliance rate for surface water quality [2]. - All 107 rivers in Guiyang have eliminated inferior V-Class water bodies for the first time, showcasing the city's success in atmospheric and water environment treatment [2]. Technological Advancements - Guanshanhu District has implemented a grid-based monitoring platform utilizing IoT, sensors, drones, and AI for eco-environment quality analysis [3]. - The Pilot Project of A7 Group Catering Oil and Fume has received no complaints since 2025, indicating effective environmental management [3]. Green Industry Development - Guiyang has transformed from a coal-producing township to a tea cultivation hub, promoting ecological and economic development through the cultivation of ancient tea trees [5]. - The tea products from Guiyang are now exported globally, demonstrating the success of this transformation [5]. Community Initiatives - A newly renovated drainage system in Chayuan Village effectively separates rainwater and sewage, improving the living environment for residents [6]. - The Guanshanhu District Eco-Civilization Exhibition Hall serves as a demonstration site for eco-civilization achievements and biodiversity [7]. Public Engagement - Guizhou Qianling Mountain Park, which is free to the public, attracts over 10 million visitors annually, promoting the concept of harmonious coexistence between humans and nature [8]. - Guiyang plans to continue implementing the "Eco-city" strategy, contributing to the construction of eco-civilization in China [8].

晨会纪要（2025/06/26） 编辑人 崔健 022-28451618 SAC NO：S1150511010016 cuijian@bhzq.com 证 券 研 究 报 告 晨 会 纪 要 请务必阅读正文之后的声明 渤海证券股份有限公司具备证券投资咨询业务资格 1 of 6 晨会纪要（2025/06/26） 宏观及策略研究 按图索骥：技术生命周期模型的科技投资借鉴——A 股市场专题策略报告 公司研究 力传感器龙头企业，传感器森林布局日趋完善——柯力传感（603662）公司 深度报告 行业研究 把握创新主线，关注业绩反转板块——医药生物行业 2025 年半年度投资策略 报告 渤海证券研究所晨会纪要（2025.06.26） 宏观及策略研究 按图索骥：技术生命周期模型的科技投资借鉴——A 股市场专题策略报告 宋亦威（证券分析师，SAC NO：S1150514080001） 严佩佩（证券分析师，SAC NO：S1150520110001） 靳沛芃（研究助理，SAC NO：S1150124030005） 1、引言： 2025 年初以来，以 Deepseek 为代表的人工智能技术突破和人形机器人概念的兴起，带来了科技板 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601857 | 中国石油 | -0.23 | 0.09 | -6916.72 | | 002828 | 贝肯能源 | -9.69 | 41.32 | -5266.28 | | 603800 | 洪田股份 | 2.19 | 8.44 | -4473.55 | | 600938 | 中国海油 | 0.31 | 1.14 | -4219.14 | | 300157 | 新锦动力 | -6.32 | 21.63 | -4008.72 | | 600256 | 广汇能源 | 0.17 | 0.86 | -3740.25 | | 002097 | 山河智能 | 0.24 | 5.12 | -2519.68 | | 301158 | 德石股份 | -0.35 | 9.02 | -1771.74 | | 000552 | 甘肃能化 | 0.41 | 0.85 | -1284.88 | | 300084 | 海默科技 | -3.15 | 16.73 | -1237. ...

Group 1 - The core viewpoint of the news highlights the significant rise in the value of stablecoin-related stocks, driven by favorable market conditions and increased trading activity, with the financial technology ETF Huaxia (516100) rising by 5.29% [1] - The global scale of stablecoins has reached $300 billion, indicating rapid development and a strong market presence [1] - Stablecoins are recognized for their value stability, low transaction costs, and suitability for cross-border payments, aligning with the trends of digital economic development [1] Group 2 - The Huaxia financial technology ETF tracks the CSI Financial Technology Theme Index, which includes sectors such as software development, internet finance, and the digital currency industry, with a stablecoin content of 20.66%, the highest among all ETFs in the market [2] - The current regulatory environment for stablecoins is evolving, with overseas legislation confirming their legal status and regulatory frameworks, which is expected to support long-term development [1] - Domestic policies in China are characterized by a central bank-led and strictly regulated approach to digital currencies, limiting direct involvement of listed companies in stablecoin-related businesses, but cross-border payment companies and financial IT firms may benefit indirectly from the stablecoin trend [1]

稳定币概念股Circle Internet Group Inc.（CRCL）涨超24.4%，报298.99美元，使得美国IPO以来累计涨幅 超过860%，盘中市值大约667亿美元。 ...

Group 1 - The mobile payment sector saw an increase of 3.89%, ranking 6th among concept sectors, with 81 stocks rising, including Youbuxun which hit the daily limit up by 20% [1] - Notable gainers in the mobile payment sector included Jida Zhengyuan, Zhongke Jincai, and Hengbao Co., all reaching the daily limit up, while Huawai Intelligent, China Mobile, and Tuo Wei Information experienced declines [1] - The mobile payment concept attracted a net inflow of 2.379 billion yuan, with 50 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow, led by Tianyuan Dike with 613 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Jida Zhengyuan, Hailian Jinhui, and Tianyuan Dike, with net inflow ratios of 51.06%, 43.29%, and 23.67% respectively [3] - The trading performance of key stocks in the mobile payment sector showed significant increases, with Tianyuan Dike rising by 14.56%, Hengbao Co. by 10%, and Hailian Jinhui by 9.99% [3] - The overall market sentiment in the mobile payment sector appears positive, as indicated by the substantial net inflows and the performance of leading stocks [2][3]

截至6月23日收盘，Web3.0概念上涨3.49%，位居概念板块涨幅第10，板块内，57股上涨，观想科技20% 涨停，中科金财、安妮股份等涨停，四方精创、先进数通、新晨科技等涨幅居前，分别上涨19.97%、 12.87%、6.83%。跌幅居前的有因赛集团、ST易联众、中科曙光等，分别下跌0.78%、0.48%、0.39%。 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（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.82 | 同花顺出海50 | -0.26 | | 电子身份证 | 5.58 | 超级品牌 | -0.04 | | 数字货币 | 5.20 | 猪肉 | 0.09 | | 跨境支付(CIPS) | 4.47 | 白酒概念 | 0.10 | | 可燃冰 | 4.25 | 芬太尼 | 0.10 | | 移动支付 | 3.89 | 养鸡 | 0.24 | | 数据确权 | 3.89 | 特钢概念 | 0.46 | | 财税数字化 | 3.64 | 青蒿素 | 0.46 | | 华为鲲鹏 | 3.52 | 高股息精选 | 0.53 ...