2025 年 06 月 24 日 2025 年 6 月 24 日市场全天放量走高，创业板指领涨 报告要点： 证券研究报告 [Table_Title] 每日复盘 2025 年 6 月 24 日市场全天放量走高，创业板指领涨。上证指数上涨 1.15%，深证成指上涨 1.68%，创业板指上涨 2.30%。市场成交额 14142.73 亿 元，较上一交易日增加 2918.16 亿元。全市场 4839 只个股上涨，585 只个股 下跌。 风格上看，各指数涨跌幅排序为：成长>金融>周期>消费>稳定>0；小盘 成长>中盘成长>大盘成长>小盘价值>大盘价值>中盘价值；基金重仓表现优 于中证全指。 分行业看，30 个中信一级行业普遍上涨；表现相对靠前的是：综合 （3.32%），非银行金融（2.70%），汽车（2.59%）；表现相对靠后的是：石油 石化（-1.69%），煤炭（-0.22%），国防军工（0.23%）。概念板块方面，多数 概念板块上涨，机器人执行器、轮毂电机、发电机等大幅上涨；油气设服、 昨日触板、可燃冰等大幅走低。 资金筹码方面，主力资金 6 月 24 日净流入 177.00 亿元。其中超大单净 流入 155.11 ...

截至6月23日，港股红利低波ETF(520550）年内创34次新高，获资金连续7周净流入，资金流入叠加净值上行，该标的年内规模增长169%，迭创 历史新高。 长江证券陈洁敏表示，今年港股红利资产走强，主要受益于风险偏好相对下调后的防御配置需求。随着成长股持续缩圈，这类防御性强、有稳健 绝对收益能力的资产成内外资共识。 保险资金有配置港股高股息资产的强需求，这与保险OCI账户的定位以及国内资产荒有关。在国内寻找较为稳健的高收益回报资产比较困难，因 此保险资金更倾向于配置港股的高股息资产。随着新会计准则调整过渡期结束，保险OCI账户配置和加仓红利资产的节奏和体量或有进一步提升 机会。 【港股分红总额1.38万亿，同比增13%，红利类资产分红持续增长】 据2024年年报，港股分红总额达1.38万亿，同比增速超10%，当前已有927家公司宣告分红，当前正在迎来分红高潮，7月将有91家公司即将分 红。 跟A股对比，港股平均股息率较高，在房地产、通讯、公用事业、金融等多个板块的股息率相较于A股都有明显优势，可通过南下资金捕捉到更 多优质的高股息标的。 A股市场和港股市场2023、2024年年度分红表现 | 市场 | 实际 ...

Market Overview - On June 24, the Shanghai Composite Index rose by 1.15%, the Shenzhen Component Index increased by 1.68%, the ChiNext Index climbed by 2.30%, and the CSI 300 Index gained 1.20% [1] - Among the tradable A-shares, 4,771 stocks rose, accounting for 88.25%, while 578 stocks declined [1] Capital Flow - The net inflow of main funds reached 17.211 billion yuan for the day [1] - The ChiNext saw a net inflow of 2.864 billion yuan, while the STAR Market had a net inflow of 513 million yuan [1] - The CSI 300 constituent stocks experienced a net inflow of 5.820 billion yuan [1] Industry Performance - Out of the 29 first-level industries classified by Shenwan, the top-performing sectors were Electric Equipment and Non-Bank Financials, with increases of 2.85% and 2.68%, respectively [1] - The sectors with the largest declines were Oil & Gas and Coal, with decreases of 2.10% and 0.22% [1] Industry Capital Inflows - Non-Bank Financials led the net inflow of main funds, with a total of 4.748 billion yuan and a daily increase of 2.68% [1] - Electric Equipment followed closely with a net inflow of 4.159 billion yuan and a daily increase of 2.85% [1] Industry Capital Outflows - The Defense and Military Industry had the largest net outflow, totaling 2.370 billion yuan, despite a slight increase of 0.13% [1] - The Oil & Gas sector experienced a net outflow of 1.278 billion yuan, with a decline of 2.10% [1] - Other sectors with significant net outflows included Banking, Transportation, and Textile & Apparel [1] Individual Stock Performance - A total of 2,670 stocks saw net inflows, with 940 stocks having inflows exceeding 10 million yuan [2] - The stock with the highest net inflow was Dongfang Caifu, which rose by 4.20% with a net inflow of 1.306 billion yuan [2] - Other notable stocks with significant inflows included Dongxin Peace and Guoxuan High-Tech, with net inflows of 684 million yuan and 599 million yuan, respectively [2] - Conversely, 58 stocks experienced net outflows exceeding 100 million yuan, with Sifang Jingchuang, Zhongji Xuchuang, and China Merchants Nan Oil leading the outflows [2]

Market Overview - The Shanghai Composite Index rose by 1.15% on June 24, with 29 out of the 31 sectors experiencing gains. The top-performing sectors were power equipment and non-bank financials, with increases of 2.85% and 2.68% respectively. The oil and petrochemical sector had the largest decline, falling by 2.10% [2][3]. Capital Flow - The net inflow of capital in the two markets was 17.211 billion yuan, with 22 sectors seeing net inflows. The non-bank financial sector led with a net inflow of 4.748 billion yuan, followed by the power equipment sector with a net inflow of 4.159 billion yuan [2][3]. Oil and Petrochemical Sector Performance - The oil and petrochemical sector saw a decline of 2.10%, with a net outflow of 1.278 billion yuan. Out of 48 stocks in this sector, 11 rose, while 35 fell, including 11 that hit the daily limit down [3][4]. - The stocks with the highest net inflow in the oil and petrochemical sector included Hengli Petrochemical, with a net inflow of 22.474 million yuan, followed by Bohai Chemical and Shenyang Chemical with inflows of 22.393 million yuan and 1.8015 million yuan respectively [4][5]. Notable Stocks in Oil and Petrochemical Sector - The stocks with the largest net outflows included: - Intercontinental Oil and Gas: -235.0694 million yuan - Tongyuan Petroleum: -164.2047 million yuan - China National Offshore Oil Corporation: -124.9808 million yuan [3][4].

【博时市场点评6月24日】沪指站上3400点，创业板涨超2% 每日观点 今日沪深三大指数均涨超1%，沪指站上3400点，创业板指涨幅超2%，沪深两市成交放量至1.4万亿以 上。海外方面，美国总统称伊以将实现全面停火等，市场对冲突进一步升级预期降温，全球风险偏好有 所提升。在海外地缘政治环境动荡局势下，今天国新办宣布将于9月3日举行中国人民抗日战争暨世界反 法西斯战争胜利80周年盛大阅兵式，此次阅兵具有重要意义，体现了我国国防现代化与技术自主。当前 我国经济增长整体稳健，5月经济数据中虽然投资和工业生产有所放缓，但消费增长强劲，体现了我国 经济韧性。国内权益市场方面，市场或呈现震荡走势，配置上或倾向于科技+红利哑铃型配置，主题轮 动速度较快。 消息面 央视新闻报道，国务院新闻办公室今天上午举行新闻发布会，中宣部副部长胡和平介绍，9月3日上午， 在北京天安门广场隆重举行纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会，包括检阅部 队。习近平总书记将发表重要讲话。 简评：据悉，9月3日阅兵所有装备均为国产现役主战装备，在展示新一代传统武器装备的基础上，也安 排部分无人智能、水下作战、网电攻防、高超声速等新型作 ...

| 国防军工 | | | | 内蒙一机 | | | --- | --- | --- | --- | --- | --- | | 煤炭 | 0.04 | 30.23 | 20.33 | 新大洲A | 2.90 | | 银行 | -0.38 | 202.23 | 26.26 | 苏农银行 | -2.40 | | 石油石化 | -1.35 | 110.25 | -17.64 | 科力股份 | -17.05 | 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。 （文章来源：证券时报网） 证券时报·数据宝统计，截至上午10:28，今日沪指涨0.95%，A股成交量540.75亿股，成交金额6764.01亿 元，比上一个交易日增加26.40%。个股方面，4713只个股上涨，其中涨停53只，625只个股下跌，其中 跌停13只。从申万行业来看，非银金融、汽车、电力设备等涨幅最大，涨幅分别为2.95%、2.41%、 2.14%；石油石化、银行等跌幅最大，跌幅分别为1.35%、0.38%。（数据宝） 今日各行业表现（截至上午10:28） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（ ...

Group 1: Industry Overview - The petroleum and chemical indices primarily experienced declines last week, with the chemical raw materials index down by 1.16% and the chemical pharmaceutical index down by 5.37% [1] - The international crude oil prices showed high volatility due to the conflict between Israel and Iran, with WTI crude oil futures settling at $74.93 per barrel, up 2.67%, and Brent crude oil futures at $77.01 per barrel, up 3.75% as of June 20 [1] Group 2: Chemical Products Performance - The top five rising petrochemical products included p-xylene up by 10.53%, aniline up by 6.53%, purified terephthalic acid up by 6.01%, butyl acrylate up by 5.19%, and C9 fraction up by 4.96% [1] - The top five declining petrochemical products included liquid chlorine down by 60%, vitamin D3 down by 8.57%, acrylic short fiber down by 7.89%, vitamin E down by 6.25%, and methyl acrylate down by 5.88% [1] Group 3: Capital Market Performance - The top five rising listed chemical companies in the Shanghai and Shenzhen markets included Tongyuan Petroleum up by 42.09%, Zhun Oil Co. up by 40.23%, Jinniu Chemical up by 27.43%, Maohua Shihua up by 22.67%, and Honghe Technology up by 22.58% [2] - The top five declining listed chemical companies included ST Haiyue down by 38.85%, Aoyang Health down by 26.33%, Huaye Fragrance down by 20.41%, Jiangtian Chemical down by 19.22%, and Shanshui Technology down by 18.77% [2]

责编:徐小雪 电话:(010)67139791 传真:(010)67139791 E-mail:dfxcb@vip.sina.com 编者按 山塘河上山塘桥,山塘桥边两山塘。一座山塘古桥,横跨浙沪,见证着山塘河两岸沮祖灌 辈村民的相邻相亲。在长江三角洲的东南翼,上海市金山区与浙江省嘉兴市平湖市毗邻而居、 文脉相连,两地曾因化工产业高度集聚、污染物排放复杂多样、污染存在跨域传输等问题而面 临极为严峻的生态环境治理挑战。 2020年,随着长三角一体化发展的浪潮,两地打破行政需篱,在金山区麻下镇与平湖市广 陈镇交界的"南北山塘"揭牌成立金嘉平"两山"议事堂,以"毗邻党建"为纽带,携手探索跨省生 态环境共冶新路径。"两山"之名既是对"绿水青山就是金山银山"理念的生动实践,又巧妙呼应 了议事堂的诞生地 -- 廊下镇山塘村与广陈镇山塘村这一对"南北山塘"的独特地理渊源。五 年间,曾经的冶理"痛点"已蜕变为长三角绿色协作的"样板间",交出了一份"环境捉质、信访下 降、群众满意"的亮眼答卷。 山塘古桥见证金嘉平 "两山"议事堂探索跨省生态环境高水 ◆阮佳斐 丁波 孙钦媛 破冰 从各自为政到协同治理 长三角地区作为我国经济发展 ...

智通财经6月24日电，沪指低开0.04%，深成指高开0.26%，创业板指高开0.35%，航空机场、无人车 辆、游戏等板块指数涨幅居前，石油石化、航运、军工等板块指数跌幅居前。 三大指数开盘涨跌不一 石油股集体大跌 ...

【策略】中观数据与盈利预测指向哪些行业景气？——20250623 【固定收益】高频工业品价格底部反弹——基本面高频数据跟踪—— 20250623 ◼ 研究视点 【环保】监测门槛抬高，科创板专层赋能——20250623 证券研究报告 | 朝闻国盛 gszqdatemark 2025 06 24 年 月 日 朝闻国盛 中观数据与盈利预测指向哪些行业景气？ 今日概览 ◼ 重磅研报 作者 | 分析师 杨义韬 | | | | | --- | --- | --- | --- | | 执业证书编号：S0680522080002 | | | | | 邮箱：yangyitao@gszq.com | | | | | 行业表现前五名 | | | | | 行业 | 1 月 | 3 月 | 1 年 | | 通信 | 7.9% | 0.3% | 28.0% | | 银行 | 6.0% | 11.2% | 33.4% | | 石油石化 | 4.9% | 2.6% | -2.0% | | 传媒 | 4.6% | 0.2% | 42.6% | | 国防军工 | 3.5% | 0.8% | 25.9% | | 行业表现后五名 | | | | | ...