【导读】"反内卷"板块大涨 中国基金报记者 泰勒 兄弟姐妹们啊，今天的市场，虽然低迷，但仍有不少亮点！ 7月2日，A股调整，创业板指跌超1%。 截至收盘沪指跌0.09%，深成指跌0.61%，创业板指跌1.13%。 个股跌多涨少，市场 共1945只个股上涨，63只个股涨停，3284只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 | 涨停 | 53 | | 涨幅 | > 7% | 97 | | 涨幅 | 5-7% | 65 | | 涨幅 | 3-5% | 155 | | 涨幅 0-3% | | 1628 | | 跌幅 | 0-3% | 2751 | | 跌幅 | 3-5% | 394 | | 跌幅 | 5-7% | 81 | | 跌幅 | > 7% | 58 | | 其中 跌停 | | 9 | | 上涨家数 | | 1945 | | 下跌家数 | | 3284 | | 平盘停牌 | | 192 | | 总品种数 | | 5421 | | 总成交额 | | 14051.09亿 | | 总成交量 | | 118905.7 / | | 涨家增减 | | -766 ...

7月2日，市场全天震荡调整，创业板指领跌。截至收盘，沪指跌0.09%，深成指跌0.61%，创业板指跌 1.13%。 板块方面，钢铁、光伏、煤炭、海洋经济等板块涨幅居前，军工、脑机接口、CPO、半导体等板块跌幅 居前。 个股跌多涨少，全市场超3200只个股下跌。沪深两市全天成交额1.38万亿元，较上个交易日缩量891 亿。 截至收盘，今天全市场仅1945家上涨。数据显示，这是6月20日至今，也就是沪指突破以来，今天的上 涨家数属于偏少的一天，仅略多于6月26日。 在指数尚未明显走弱的背景下，个股表现偏弱，意味着什么？ 可以有多种理解，比如： 2）而结合近期没有新题材，但板块轮动不断加速的情况来看，市场资金可能在反复高低切的博弈（或 者说先手割后手）中，产生了畏高情绪，结果就是赚钱效应缺乏持续性。 总之，既然风险偏好程度有限，"避险"策略又渐渐占了上风。 上周五大跌的银行股，本周以来连续修复；红利指数也走出三连阳。 | 自▲ 第6 | 圏先 | K 21 | 881155 银行 | | 加自选 | | --- | --- | --- | --- | --- | --- | | AAAAAA | | | 前复权 @ ...

机构观点 周三A股市场全天震荡调整，创业板指领跌。截至收盘，沪指报3454.79点，跌0.09%，成交5431亿元； 深证成指报10412.63点，跌0.61%，成交8338亿元；创业板指报2123.72点，跌1.13%，成交3938亿元。 巨丰投顾：周三市场震荡运行，钢铁板块涨幅居前。复盘2025年以来A股表现，板块轮动始终围绕政策 主线与市场逻辑展开 —— 机器人、新消费、创新药等板块先后演绎结构性行情。当前，海洋经济正凭 借多重催化成为新的题材主线。随着海洋经济战略顶层设计的落地和相关政策的逐步实施，未来该板块 有望继续保持热度。此外，中线依然可关注维持高景气度的半导体、消费电子、人工智能、机器人等领 域的增量机会。 板块方面，钢铁、光伏、煤炭、海洋经济等板块涨幅居前，军工、脑机接口、CPO、半导体等板块跌幅 居前。 恒生前海基金：在经济有政策托底的预期下，国内经济新旧动能转换，大盘维持强势，结构上呈现消费 +科技"跷跷板"双轮动，科技占优阶段开启。目前来看，大盘指数始终比市场预期得要强，背后的原因 在于中长期悲观问题出现乐观改善，核心指向是对于新旧动能转换的信心不断增强。中长期来看，随着 关税不确定性 ...

收评：创业板指低开低走跌1.13% 光伏、海洋经济概念股逆势爆发 版停表现 封板率 智通财经7月2日电，市场全天震荡调整，创业板指领跌，沪深两市全天成交额1.38万亿，较上个交易日缩量891亿。盘面上，市场热点较为杂乱，个股跌多 涨少，全市场超3200只个股下跌。从板块来看，光伏概念股集体反弹，通威股份等近10股涨停。海洋经济概念股逆势大涨，巨力索具等10余股涨停。钢铁等 周期股表现活跃，柳钢股份等涨停。下跌方面，军工股展开调整，北方长龙跌超10%。板块方面，钢铁、光伏、煤炭、海洋经济等板块涨幅居前，军工、脑 机接口、CPO、半导体等板块跌幅居前。截至收盘，沪指跌0.09%，深成指跌0.61%，创业板指跌1.13%。 | 上证指数 | 创业板指 | 深证成指 | ·2123.72 | ·10412.63 | | --- | --- | --- | --- | --- | | -3454.79 | | | | | | -0.09% | -63.67 -0.61% | -2.95 | -24.2 | -1.13 | | 1 | The for the control of the control of the c ...

Group 1 - The market is expected to show different rhythms around the solar term "Xiaoshu," with a potential breakthrough above 3500 points before July 7, which could change the market's oscillation pattern [1] - The current market is supported by large blue-chip stocks, indicating a strong correction even if there is a pullback in July and August [2] - The focus is on the performance of companies in the third quarter, particularly in the consumer sector, as there may be signs of earnings recovery [2] Group 2 - The recent Central Financial Work Conference highlighted two main directions: the development of a maritime economy and the establishment of a unified market, leading to positive movements in related sectors such as marine economy and aquaculture [3] - The banking sector has shown stability, playing a crucial role in maintaining market confidence, while insurance and brokerage sectors are expected to support upward movements [4] - The market is at a critical juncture, with the potential to break through key resistance levels, which could lead to a period of consolidation or profit-taking [4]

超级赛道突然爆发。 7月2日，A股开盘后，海洋经济概念股狂掀涨停潮，深水海纳、大烨智能、国联水产强势斩获20CM涨停，海 洋王、亚星锚链、冰山冷热、振华重工、中水渔业等多只个股涨停。消息面上，中央财经委员会第六次会议指 出，推动海洋经济高质量发展，要加强顶层设计，加大政策支持力度，鼓励引导社会资本积极参与发展海洋经 济。 与此同时，广东、上海、山东等地近期围绕发展海洋经济出台了一系列政策举措。有分析指出，在一系列利好 政策的支持下，海洋经济有望加速发展，将有助于推动海洋产业结构的优化升级，向高端化、多元化发展。 从市场规模情况来看，海洋经济领域未来的增长空间巨大。2024年中国海洋经济总量首次突破10万亿元，10年 间增长75.9%。据经济合作与发展组织的预测，到2030年，全球海洋的经济价值将超过3万亿美元，体量相当 于全球第五大经济体。 狂掀涨停潮 7月2日，A股海洋经济概念股全线爆发，截至午间收盘，克莱特大涨超27%，深水海纳、大烨智能、国联水产 强势斩获20CM涨停，巨力索具、神开股份、东方海洋、海洋王、亚星锚链、冰山冷热、獐子岛、振华重工、 中水渔业、百洋股份等涨停，中科海讯、天能重工大涨超10%， ...

作者：张奥平 经济学家、新质未来研究院院长 十大重点： 1.中央财经委员会发挥制定经济工作重大方针作用。会议既研究事关根本和长远的重大问题，也直面当 下、回应关切。经常在前进的关键节点上，提出重要主张，作出及时部署； 2.此次会议研究纵深推进全国统一大市场建设、海洋经济高质量发展等问题； 3.对于市场主体而言，推进全国统一大市场建设重点为破除"内卷式"竞争及推动内外贸一体化； 4."依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出"为推进全国统一 大市场建设六大工作方针之首，凸显其重要性； 5.此次推动落后低效产能退出涉及行业范围将更加广泛，既有传统行业，也有新兴行业，如锂电、光 伏、新能源汽车等； 6.推动落后低效产能退出的工作抓手为优化产业布局、强化标准引领、推进整合重组，推动落后低效产 能退出，市场主体需重点关注强化标准引领，两新工作（大规模设备更新和消费品以旧换新）所制修订 的294项国家标准是重中之重； 7.破除"内卷式"恶性竞争除规范企业行为外，也需规范政府行为，重点为规范政府采购和招标投标及规 范地方招商引资； 8.对外贸型企业而言，出口转内销并非短期一时一刻的"避风港" ...

Group 1 - The A-share market saw active performance in marine biopharmaceutical concept stocks, with companies like Chengyi Pharmaceutical, Haiwang Biological, and Dongfang Ocean hitting the daily limit up [1] - The Central Financial Committee emphasized the promotion of a unified national market and the high-quality development of the marine economy [1] - Chengyi Pharmaceutical, as the first listed company in Zhejiang focusing on marine biopharmaceuticals, has a revenue share of nearly 70% from this sector [1] Group 2 - Chengyi Pharmaceutical is leveraging its core businesses of glucosamine and fish oil to establish a strong presence in the marine biopharmaceutical field [1] - The company's key product, hydrochloride glucosamine, is derived from chitin sourced from crab and shrimp shells, offering unique advantages such as being all-natural and additive-free [1] - Chengyi Pharmaceutical has developed a full-chain integration advantage in glucosamine products, from raw material extraction to production [1] Group 3 - Dongfang Ocean is also gaining market attention, focusing on marine seed breeding, aquatic product processing, and biotechnology [2] - The company has established a leading position in sea cucumber farming and fish seed breeding, collaborating with institutions like the Chinese Academy of Sciences and Ocean University of China [2] - Dongfang Ocean is advancing its health industry development by establishing platforms for immune technology, mass spectrometry, molecular technology, and third-party medical testing laboratories [2]

周二（7 月 1 日）大盘 V 型反转，小幅上涨。截至收 盘，上证综指收于 3457.75 点，上涨 0.39%；深成指 收于 10476.29 点，上涨 0.11%；科创 50 下跌 0.86%； 创业板指下跌 0.24%，万得全 A 成交额共 14965 亿元， 较前一日略有下降。 行业方面，30 个中信一级行业有 18 个行业上涨，其 中医药、有色金属及银行涨幅居前，而综合金融、计 算机及商贸零售则跌幅较大。概念方面，中船系、创 新药及抗生素等指数表现活跃。 海外市场综述 美股全线收涨 国内市场综述 V 型反转 小幅上涨 周二（7月1日），道指涨 0.91%，标普500指数跌0.11%， 纳指跌 0.82%。万得美国科技七巨头指数跌 1.18%。中 概股涨跌不一，纳斯达克中国金龙指数涨 0.2%，万得 中概科技龙头指数涨 0.27%。 新闻精要 1. 习近平主持召开中央财经委员会第六次会议 2. 两部门印发《支持创新药高质量发展的若干措施》 3. 7 月 1 日起将实施一批国家标准 4. SEMI 预计 2030 年全球半导体产业面临百万人才缺 口 5. 美国参议院通过"大而美"税收与支出法案 6. 全 ...

Market Overview - A-shares exhibited mixed performance with major indices showing limited volatility on July 2 [1][3] - The marine economy concept stocks surged, becoming one of the strongest sectors in the A-share market, with the sector overall rising over 6% [3] Sector Performance - Leading sectors included engineering machinery, non-ferrous metals, trade agency, shipbuilding, steel, and home appliances, while sectors such as components, communication equipment, semiconductors, and software services saw declines [3] Marine Economy Development - The Central Financial and Economic Commission emphasized the importance of high-quality development in the marine economy, focusing on innovation, efficient collaboration, and industry updates [5] - Key initiatives include enhancing marine technology innovation, fostering leading marine technology enterprises, and promoting sustainable marine industry growth [5] Hong Kong Market Highlights - The Hong Kong market performed well, with the Hang Seng Index rising over 1% at one point, and individual stocks like Galaxy Entertainment and Sands China leading with gains exceeding 7% [6] - Notably, the stock of Leading Pharmaceutical Biotechnology experienced a dramatic increase, with a peak rise of over 200% during trading [6] Acquisition Announcement - Leading Pharmaceutical Biotechnology announced a memorandum of understanding regarding a potential acquisition, which involves acquiring the entire equity of a target company contingent upon the completion of asset acquisition from Conflux [8] - The acquisition aims to diversify the company's revenue sources and expand into the digital innovation sector, particularly blockchain technology [9]