Core Insights - The report highlights the successful trial of brain-machine interfaces for restoring paralysis, indicating advancements in domestic core technology and potential investment opportunities in related stocks such as Innovation Medical and Sanbo Brain Science [7] - The Democratic Republic of the Congo has extended its ban on raw material exports for three months, which is expected to elevate cobalt prices, presenting investment prospects in companies like Huayou Cobalt and Tengyuan Mining [7] - Huawei's patent for "four-chip packaging" has drawn attention to advanced packaging materials, with potential implications for stocks like Feikai Materials and Debang Technology [7] Industry Dynamics - The report notes the successful trial of brain-machine interfaces, which could lead to significant advancements in medical technology and related investments [7] - The extension of the cobalt export ban in the Democratic Republic of the Congo is likely to impact global cobalt prices, creating opportunities for investment in mining companies [7] - The exposure of Huawei's advanced packaging technology may influence the semiconductor and materials sectors, highlighting potential growth areas for investors [7] Company Focus - Cangge Mining plans to sign a financial services agreement with Zijin Finance, aiming to become a member unit for three years [9] - Yipin Hong's wholly-owned subsidiary has received a registration certificate for injectable Zolpidem, indicating progress in pharmaceutical development [9] - Naipu Mining's application for issuing convertible bonds has been accepted by the Shenzhen Stock Exchange, suggesting potential capital raising for expansion [9] - Tianrongxin is involved in key infrastructure security projects for digital currencies in the financial sector, reflecting its strategic positioning in emerging technologies [9] Market Review and Outlook - On June 23, the market experienced a rebound, with the Shanghai Composite Index leading the gains, and a total trading volume of 1.12 trillion yuan, an increase of 549 billion yuan from the previous trading day [11] - The report notes that over 4,400 stocks rose, with significant gains in sectors such as stablecoin concepts, shipping, and solid-state batteries, indicating a positive market sentiment [11] - The outlook suggests that while the market is rebounding, the lack of substantial incremental capital may hinder a sustained upward trend, with the Shanghai Composite Index expected to fluctuate between 3,410 and 3,330 [11] - Key themes to watch include shipping, oil and gas, stablecoins, and solid-state batteries, as these sectors show the best continuity in performance [11]

必读要闻三：产能释放叠加规模化效应，这类材料应用场景不断拓展 据报道，曾经的"航天专属"，现在变成了"民品神器"，碳纤维材料应用场景不断拓展，也给更多行业带 来了新机遇。一台电动垂直升降飞行器，机身材料超70%用的是碳纤维复合材料，航程可以增加15%到 20%。预计到2030年，电动垂直起降飞行器领域对碳纤维的需求将增至1.17万吨，形成超百亿级的新兴 市场。 碳纤维及其复合材料，凭借优越的性能已在航空航天、汽车、新能源开发、休闲用品等领域得到广泛的 应用。技术突破，让曾经每吨20万元左右的T300级碳纤维，如今价格仅6万元左右，降幅达70%。产能 释放与规模化效应，让碳纤维从航天材料等高端领域"飞入"民用领域。用得起、用得上碳纤维的行业越 来越多。数据显示，2024年，我国碳纤维市场规模约171.4亿元，产量同比增长8.16%，出口同比增幅达 119.9%，在全球市场的竞争力显著提升。 必读要闻四：机构称政策加速推进下固态电池正进入从0到1阶段 媒体报道，近期，多家企业陆续披露了其在固态电池领域的最新进展和量产时间。业界认为，凭借高能 量密度、高安全性和快速充电能力，固态电池有望成为下一代电池的主流技术路线 ...

Group 1 - The launch of the Cross-Border Payment Platform marks a significant innovation in financial infrastructure connectivity between mainland China and Hong Kong, allowing residents to conduct real-time cross-border remittances [1] - The first cross-border payment transaction was successfully completed in Shenzhen, demonstrating the platform's operational capabilities [1] - The platform offers a more cost-effective, efficient, and convenient service for cross-border remittances, with options for currency selection between RMB and HKD [1] Group 2 - The successful trial of an invasive brain-computer interface in China has restored motor function in a hemiplegic patient, showcasing advancements in medical technology [2] - The research was led by a team from Nankai University in collaboration with local hospitals, indicating a strong academic and clinical partnership [2] - The procedure demonstrated stable system operation without complications, highlighting the potential for future applications in rehabilitation [2] Group 3 - Jilin Province aims to cultivate its ice and snow equipment industry, targeting an output value exceeding 5 billion RMB by 2030 [3] - The initiative includes support for brand development and the establishment of an industrial park, indicating a strategic approach to industry growth [3] - The plan aims to foster 2-3 nationally recognized brands, enhancing the province's competitive position in the market [3] Group 4 - The bond market has seen a resurgence in investor interest, with 19 new bond funds established in June, totaling over 36.1 billion RMB in issuance [4] - The increase in bond fund activity is attributed to a shift in market sentiment and the search for stable returns in a low-interest-rate environment [4] - This trend reflects the ongoing importance of bond funds as a viable investment option amidst challenging market conditions [4] Group 5 - China's OLED production value has surpassed 100 billion RMB, accounting for over 50% of the global market share, with a year-on-year growth of 38% expected in 2024 [5] - The OLED sector has attracted over 200 billion RMB in investments, involving more than 500 companies and creating over 100,000 jobs [5] - The growth of the OLED industry is driving the overall new display sector to exceed 100 billion USD in value [5] Group 6 - Researchers in the UK have developed a new type of robotic skin made from soft, low-cost gel materials that can sense pressure and temperature, enhancing robots' environmental interaction capabilities [6] - This innovation has potential applications in various fields, including humanoid robots and prosthetics, as well as in industries like automotive manufacturing and disaster response [6] Group 7 - Elon Musk announced plans to use Grok 3.5 to rewrite all human knowledge, aiming to correct inaccuracies and fill in missing information [7] - This initiative suggests a significant advancement in AI capabilities, with implications for knowledge management and data training [7] Group 8 - The first batch of government-guided public data products has been delivered in Fujian, promoting the market circulation of public data through new models and technologies [8] - The initiative involves the transformation of sensitive public data into marketable products, indicating a shift towards data monetization [8] - The total contract value for these products exceeded one million RMB, highlighting the financial potential of public data [8] Group 9 - The ongoing conflict in Israel and Palestine has led to a dramatic increase in shipping costs, with some routes experiencing a 250% rise in freight rates over the past week [9] - The Baltic Exchange's dirty tanker index reported a 12% increase in average international freight rates, reflecting the broader impact of geopolitical tensions on global shipping [9] - Major shipping companies have announced price hikes for July, indicating that elevated shipping costs may persist in the near future [9] Group 10 - A report revealed that 100 A-share listed companies disclosed data resource entries totaling 2.16 billion RMB, indicating a growing trend in data asset recognition [10] - Among non-listed companies, 330 have reported data resource entries, with local state-owned enterprises being the most represented [10] - The report underscores the increasing importance of data assets in corporate finance and investment strategies [10]

明日主题前瞻 1、钴 | 刚果（金）公布，2025年6月21日起，战略矿产市场监管局(ARECOMS)董事会采取了重大监管措施，鉴于市场上库存量持续高企，已决定将临时禁 令的期限自本决定生效之日起再延长三个月，适用于刚果所有源自采矿的钴出口，无论其来自工业、半工业、小规模还是手工开采。2025年2月22日当地出 台暂停钴出口的第001/ARECOMS/2025号决定。 点评：USGS数据显示，2024年全球钴矿产量约为28.8万金属吨，其中刚果（金）钴矿产量约为22万金属吨，同比增长约25%，全球市场占比达到76.4%。随 着本次钴原料禁令再次延长3个月，刚果（金）禁止钴原料出口时间达7个月，至少将影响今年全球钴原料供应达10万金属吨以上，或将造成国内钴原料供应 短缺的局面。国信证券认为，从全年维度来看，对钴价持乐观态度，预计国内电钴价格有望重回25万元/吨上方运行。另外从长期来看，刚果（金）可能实 施钴出口配额来提升对于钴的定价权，钴价中枢有望抬升。 2、跨境支付 | 6月22日，"跨境支付通"正式上线，标志着内地与香港快速支付系统已实现互联互通，今后两地居民可实时办理跨境汇款。当日，全国首笔跨 境支付通内 ...

各位朋友好，这里是帮主郑重的收评时间。今天大盘走得有点纠结，三大指数集体下跌，特别是创业板指跌了快1%。不过盘面上挺有意思，白酒和航运板 块逆势走强，跟大盘形成了鲜明对比。咱们今天就好好唠唠，看看市场到底在玩什么花样。 先说说大盘整体情况。沪指今天微跌0.07%，收在3359点，深成指跌了0.47%，创业板指跌了0.84%，差不多快1%了。个股表现就更明显了，跌多涨少，下 跌的股票超过3600只，赚钱效应确实一般。这种时候啊，大家可能心里有点犯嘀咕，别急，咱们拆开来看。 首先亮眼的板块，白酒算是一个。今天白酒股领涨两市，皇台酒业直接涨停了，其他像茅台、五粮液虽然没涨停，但也都是红盘。为啥白酒突然发力呢？其 实最近有一些消费复苏的信号在慢慢积累，比如端午节前后的消费数据还不错，加上白酒板块调整了一段时间，估值相对合理了，资金就开始回流了。而且 白酒这个板块啊，机构持仓比较重，往往在市场风格切换的时候容易有表现，大家可以关注后续消费数据能不能持续回暖。 再一个走强的是港口航运板块，宁波海运、兴通股份都涨停了。这个板块走强，可能跟运价上涨有关。最近国际航运市场有一些积极变化，比如集装箱运价 指数开始回升，加上部分航 ...

芯智达业务发展总监李园表示，侵入式脑机接口"北脑二号"将于年内完成微型无线全植入工程机的开 发，并有望于明年进入临床验证阶段。"北脑二号"是高性能侵入式智能脑机系统，由北京脑科学与类脑 研究所联合北京芯智达神经技术有限公司研发。(科创板日报) ...

各位老铁，我是帮主郑重。咱来聊聊今天上午的股市行情，看看大盘这半天怎么走的，哪些板块在冒头，哪些又在调整。 今儿早盘三大指数有点"各玩各的"意思，截至午盘，沪指就像个悠闲的散步者，慢悠悠涨了0.08%，深成指则是小幅下跌0.19%，创业板指跌得稍多些，跌 了0.56%，北证50也跟着跌了0.14%。再看成交量，全市场半日成交额6863亿元，比上一个交易日缩量了1196亿元，量能萎缩说明市场这会儿情绪还是比较 谨慎的。而且个股表现有点惨，超3200只股票飘绿，典型的"赚指数不赚钱"行情。 白酒板块今儿算是来了波反弹，皇台酒业涨停，迎驾贡酒、金种子酒涨超5%，茅台、五粮液也小幅上涨。白酒这阵子其实挺憋屈的，一直趴在地上磨底， 今儿反弹可能跟近期消费数据有点回暖迹象有关，加上板块估值也到了相对较低的位置，资金可能觉得有一定的性价比了。但白酒的长期逻辑还是得看消费 复苏的持续性，中长线投资的话，得盯着业绩能不能跟上。 再看看下跌的板块。脑机接口板块今儿调整得比较厉害，爱朋医疗跌超10%，新智认知、创新医疗也跟着走低。这板块前阵子炒得挺火，可能是涨多了需要 消化一下获利盘，加上短期可能没啥新的催化消息，资金就先撤了。还 ...

午评：创业板指半日跌超0.56% 白酒、航运股逆势走强 智通财经6月20日电，市场早盘震荡回落，三大指数涨跌不一。沪深两市半日成交额6710亿，较上个交 易日缩量1167亿。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，白酒 股展开反弹，皇台酒业涨停。港口航运股震荡走强，宁波海运涨停。固态电池概念股一度冲高，海科新 源20CM涨停。下跌方面，脑机接口概念股展开调整，爱朋医疗跌超10%。板块方面，白酒、航运、光 伏、固态电池等板块涨幅居前，脑机接口、短剧、游戏、油气等板块跌幅居前。截至收盘，沪指涨 0.08%，深成指跌0.19%，创业板指跌0.56%。 ...

Group 1 - Recent escalation of conflicts in the Middle East has significantly impacted global oil prices, leading to a substantial increase in international oil prices due to the region's status as a major oil exporter and the risk of a broader war between Israel and Iran [1] - Rising oil prices will increase production costs for industrial companies that rely on oil as a raw material and fuel, potentially affecting their profits [1] - Oil companies with existing oil inventories may benefit from the appreciation of their stock, leading to increased revenue [1] Group 2 - The ongoing U.S.-China trade negotiations have shown progress, with a joint statement released in Geneva and a temporary suspension of tariff increases for 90 days, which may be extended [2] - China's relaxation of rare earth export policies signals a positive development in trade relations, which could lead to a normalization of trade and support a recovery in global trade [2] - The U.S. stock market has seen a recent rebound, but valuations remain high, while the Hong Kong stock market is positioned for potential recovery due to lower valuations [2] Group 3 - China's economic data indicates significant growth in consumption driven by policies like the trade-in program, although fixed asset investment and industrial output growth remain low, suggesting insufficient growth momentum [3] - The Consumer Price Index (CPI) has shown negative growth for three consecutive months, indicating a need for continued policy measures to boost domestic demand [3] - The internationalization of the Chinese yuan is accelerating, with more countries adopting it for trade settlements, reflecting a clear trend towards de-dollarization [3] Group 4 - The technology sector, particularly in areas like humanoid robots and AI, is expected to lead market growth during a potential recovery, with significant growth opportunities in household applications [3] - The consumer market is experiencing a divergence, with new consumption models thriving among younger demographics, while traditional consumer goods may face short-term pressure but could recover in an upward economic cycle [3]

Core Insights - The Beijing pharmaceutical and health industry reached a scale of 1.06 trillion yuan in 2024, with a year-on-year growth of 8.7%, indicating a significant acceleration towards becoming a globally influential modern pharmaceutical and health industry cluster [1] Group 1: Industry Development - The Beijing municipal government has implemented three rounds of action plans since 2018 to accelerate collaborative innovation in the pharmaceutical and health sector, establishing a dual leadership mechanism between technology management and industry management departments [1][2] - In 2024 and 2025, Beijing introduced measures to promote high-quality development in the pharmaceutical sector, attracting eight well-known pharmaceutical companies to establish innovative entities in the city [2] Group 2: Talent and Investment - The city has initiated various talent training programs, including those for physician-scientists and young clinical research talents, to effectively cultivate urgently needed professionals in the industry [2] - A municipal-level investment fund of 20 billion yuan has been established to support innovation and development in the pharmaceutical and health sector [2] Group 3: Technological Advancements - Beijing boasts a concentration of technological resources, including universities and research institutions, which support the design and modification of microorganisms, leading to innovative outcomes in key technology areas [3] - The city has a leading clinical level with numerous national clinical research centers and medical centers, housing expert teams with extensive clinical experience [3] Group 4: Emerging Industries - Significant progress has been made in brain-machine interface and synthetic biology manufacturing, with breakthroughs in key technologies and clinical applications [4][5] - The development of innovative products, such as the world's first efficient large fragment DNA insertion technology and advanced biomanufacturing techniques, has been achieved [5] Group 5: Future Directions - Moving forward, Beijing aims to enhance policy implementation and promote innovation-driven industry development, focusing on brain-machine interfaces and synthetic biology manufacturing to foster new productive forces [6]