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]

转自：新华财经 新华财经北京7月2日电（胡晨曦）A股三大指数7月2日集体震荡调整，创业板指领跌。盘面上，海洋经 济概念股集体大涨，神开股份、巨力索具、东方海洋等近20股涨停；光伏概念股震荡反弹，亚玛顿等涨 停；代糖概念股表现活跃，保龄宝、百龙创园涨停。下跌方面，多元金融板块走低，爱建集团跌停；芯 片概念股集体调整，台基股份等多股跌超5%。沪深两市半日成交额8497亿，较上个交易日缩量1109 亿。 中泰证券：一季度饮料在快消品中保持领先增长，销量景气、价格承压但好于其他品类，显示其需求韧 性。基本面支撑饮料在当前消费环境下防御属性强，年初以来软饮料子板块涨幅明显跑赢食饮板块。二 季度末到三季度软饮料行业迎来旺季催化，企业加大冰柜陈列、新品发布、终端促销等活动，即将进入 经营成色检验期，建议把握行业龙头。 中信证券：拥抱创新驱动和国际化+自主可控+院外营销模式改革将是下半年相对更有确定性的布局方 向。考虑到创新药板块除海外斩获外，新增国内政策大力支持，有望带动板块稳步向上。建议横向维度 上，下半年围绕创新驱动和国际化+自主可控+院外营销模式改革三个领域进行布局，尤其是最具贝塔 效应的创新药领域。 消息面上 国家 ...

证券研究报告 2025 年 07 月 02 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3457.75 | 0.39 | | 深证成指 | 10476.29 | 0.11 | | 创业板指 | 2147.92 | -0.24 | | 科创 50 | 994.80 | -0.86 | | 北证 50 | 1457.07 | 0.68 | A 股市场概览 | 类别 | 总市值 | 流通市 | 市盈率 | 市净率 | | --- | --- | --- | --- | --- | | | (亿元) | 值(亿元) | PE | PB | | 上证指数 | 671956 | 521417 | 12.36 | 1.28 | | 深证成指 | 229463 | 188356 | 20.38 | 2.16 | | 创业板指 | 60217 | 47827 | 28.03 | 3.90 | | 科创 50 | 34911 | 23319 | 54.08 | 4.17 | | 北证 50 | 3240 | 2226 | 49.82 | 5.00 ...

吕绍刚 刘森君 大 铲湾码头。受访单位供图 前海作为深圳海洋经济的重要承载区，拥有68公里海岸线、600平方公里海域、13个海岛、6个港口码 头，规划布局了海洋新城、蛇口国际海洋城等重点片区，还有海上世界、西湾红树林公园等海洋旅游资 源，海洋经济基础良好、前景可期。 与传统海洋城市不同，前海所长不在船舶制造等重工业，而是聚焦发展海洋科技，建设现代海洋服务业 集聚区。 "我们目标是做世界一流的航运科技企业，打造数字航运新生态。像智能车一样做智能船，引领海事新 规范。"深圳中远海运数字科技有限公司经理王英政介绍，该公司正从数据、通讯、设备、软件等方面 入手，打造海上的"高德地图"。 2024年5月成立以来，公司得到前海的大力支持。除人才、租房、科研等优惠补贴外，王英政特别看重 的是行业交流机会。在前海组织的一次交流会上，该公司与一家通讯服务企业搭上线，建立了合作关 蛇 系。 口邮轮母港。受访单位供图 前海湾畔，大铲湾码头塔吊林立、货车穿梭，近千台新能源汽车装船启航，驶向中东市场。蛇口邮轮母 港汽笛声声，数千名国际游客排队免签入境，开启深圳之旅。 新一轮的海洋开发浪潮，正在南海之滨涌动。深圳锚定建设"全球海洋中心城 ...

Market Overview - The A-share market experienced a slight decline with over 3200 stocks in the red, as the Shanghai Composite Index fell by 0.04%, the Shenzhen Component Index by 0.42%, and the ChiNext Index by 0.84% [1] - Overall market sentiment remains weak, with a lack of strong fundamentals and fragmented capital expectations, leading to short-term speculative behavior [1][6] Sector Performance - **Banking Sector**: Strong performance with banks like China Construction Bank and Shanghai Pudong Development Bank reaching new highs [1] - **Marine Economy**: Stocks related to the marine economy surged, with companies like Giant Sway and ShenKong Co. hitting the daily limit [2] - **Aquaculture**: The aquaculture sector also showed strength, with stocks like China National Fisheries reaching the daily limit [1] - **Engineering Machinery**: The sector saw a rise, with Southern Road Machinery hitting the daily limit [1] - **Solar Energy**: The photovoltaic sector was active, led by glass and silicon materials, with Yamaton hitting the daily limit [1][3] - **Declining Sectors**: Multi-financial concept stocks fell sharply, with Aijian Group hitting the daily limit down, and the semiconductor industry chain also faced a pullback [1] Institutional Insights - **Shenwan Hongyuan**: Predicts that positive factors will accumulate between 2026-2027, indicating a potential bull market, but acknowledges the current market is still distant from a bull market initiation [4] - **Xinda Securities**: Anticipates possible market fluctuations in July, but believes the extent will be manageable. A shift towards optimism in earnings or policy could lead to a return to a bull market in late Q3 or Q4 [5] - **Orient Securities**: Emphasizes that the current market lacks a solid foundation for a broad rally, with short-term hotspots remaining speculative [6]

在全球合作布局方面，MoNITOR已与联合国教科文组织政府间海洋学委员会非洲和邻近岛屿国家 分委会、埃及国家海洋与渔业研究所、突尼斯国家海洋科学与技术研究所、美国国家海洋和大气管理 局、泰国农业大学、中国海洋大学、坦桑尼亚桑给巴尔渔业和海洋资源研究所、联合国开发计划署、世 界气象组织等70余个机构及国际组织建立合作关系，覆盖亚洲、非洲、大洋洲、美洲与欧洲的30多个国 家和地区。项目依托海洋二所牵头建设的"中非海洋科学与蓝色经济合作中心""环印度洋海洋科技与能 力建设培训中心"两大平台，重点面向非洲、环印度洋及岛屿发展中国家，开展生态监测、技术培训与 模型共建，构建跨区域海洋防灾减灾合作机制。 日前，联合国教科文组织政府间海洋学委员会正式发函，祝贺自然资源部第二研究所牵头的联合 国"海洋十年"项目——"海洋自然灾害防治与环境健康增值（MoNITOR）"升级为大科学计划，标志着 中国在全球海洋生态环境治理与科学创新中的主动担当和关键地位得到进一步确认，为我国深度参与全 球海洋可持续发展治理体系注入新动能。 MoNITOR项目由海洋二所卫星海洋环境监测预警全国重点实验室研究员王云涛牵头，聚焦提升近 海生态系统的韧性 ...

Core Viewpoint - Zhejiang province is taking significant steps to enhance the high-quality development of its marine economy through innovative policies and effective utilization of marine resources [1][4][15] Group 1: Marine Resource Utilization - Zhejiang has pioneered a policy for the concentrated and phased transfer of historically reclaimed coastal land, leading to improved land utilization and the introduction of projects in renewable energy and high-end equipment manufacturing [3][4] - The comprehensive utilization rate of historically reclaimed coastal land in Zhejiang has reached 40%, with industrial projects accounting for 54% of the usage, driving over 130 billion yuan in investments [4] - The province has implemented a "three-dimensional" marine space utilization model, allowing for multiple layers of use in the same marine area, which enhances resource efficiency and reduces conflicts between industries [9][11] Group 2: Policy Innovations - Zhejiang has established a unified online trading platform for marine resource rights, streamlining the transaction process and reducing costs for enterprises [6][7] - The province has introduced a series of policies to manage and green the water systems in historically reclaimed areas, rewarding projects that meet new land use indicators [3][4] - The government has actively coordinated efforts to address challenges in the implementation of these policies, ensuring effective execution and resource allocation [3][15] Group 3: Economic Impact - The transformation of low-efficiency marine areas has led to significant economic benefits, with average output per acre increasing from 500,000 yuan to 2.5 million yuan through the consolidation of enterprises [13][14] - The pilot projects in marine resource management have resulted in a more favorable business environment, enhancing government service efficiency and regulatory oversight [15] - The ongoing efforts in marine resource utilization are expected to continue driving economic growth while balancing ecological protection [15]

智通财经7月2日电，市场早盘震荡调整，创业板指领跌。沪深两市半日成交额8497亿，较上个交易日缩量1109亿。盘面上热点较为杂乱，个股跌多涨少，全 市场超3200只个股下跌。从板块来看，海洋经济概念股集体大涨，巨力索具等10余股涨停。光伏概念股震荡反弹，亚玛顿等涨停。代糖概念股表现活跃，保 龄宝涨停。下跌方面，芯片概念股集体调整，台基股份等多股跌超5%。板块方面，海洋经济、代糖概念、光伏、有色金属等板块涨幅居前，芯片、华为海 思、CPO、脑机接口等板块跌幅居前。截至收盘，沪指跌0.04%，深成指跌0.42%，创业板指跌0.84%。 午评：创业板指半日跌0.84% 海洋经济概念股逆势爆发 版停表现 封板率 封板 45 触及 13 | 上证指数 | 深证成指 | | 创业板指 | | --- | --- | --- | --- | | ·3456.51 | ·10432.42 | | ·2129.79 | | -1.24 -0.04% | 13.88 - | -0.42% | -18.13 -0.84 | | 11/1 | - 71 | | 710 | 昨涨停今表现 78.00% 1.01% 高开率 65% 获利 ...

A股午评：创业板指半日跌0.84% 海洋经济概念股集体上扬 金十数据7月2日讯，A股三大指数早盘集体下跌，截至午间收盘，上证指数跌0.04%，深证成指跌 0.42%，创业板指跌0.84%；北证50跌0.94%。沪深两市成交额约8497.16亿元，较前一个交易日缩量约 1109.04亿元。截至午盘，全市场1939只股票上涨、3248只股票下跌，其中48只涨停、5只跌停。板块题 材上，海洋经济概念股集体大涨，巨力索具等10余股涨停。光伏概念股震荡反弹，亚玛顿等涨停。代糖 概念股表现活跃，保龄宝涨停。芯片概念股集体调整，台基股份等多股跌超5%。板块方面，海洋经 济、代糖概念、光伏、有色金属等板块涨幅居前，芯片、华为海思、CPO、脑机接口等板块跌幅居前。 ...