Group 1 - China National Offshore Oil Corporation (CNOOC) has fully launched the second phase of the "Deep Sea No. 1" gas field project in the South China Sea, marking the completion of the largest offshore gas field in China [2][14] - The "Deep Sea No. 1" gas field has proven natural gas reserves exceeding 150 billion cubic meters, with an annual production capacity expected to reach 4.5 billion cubic meters by June 2025, which is 1.67 times the natural gas consumption of Hainan Province in 2023 [4][14] - The project is a significant step towards enhancing China's energy self-sufficiency, as it can meet one-quarter of the natural gas demand for the Guangdong-Hong Kong-Macao Greater Bay Area [15] Group 2 - The development of the "Deep Sea No. 1" gas field has led to the creation of a complete technical system for deepwater drilling, exploration, development, and operation, positioning China among the few countries capable of independently developing ultra-deepwater gas fields [15][16] - The project has also driven the upgrade of the marine equipment manufacturing industry, achieving a significant increase in the localization rate of key equipment from 33% to 80% [10][16] - The successful implementation of the project has created numerous job opportunities and promoted the training of marine engineering talent, contributing to the economic development of the Guangdong-Hong Kong-Macao Greater Bay Area and Hainan Free Trade Port [16]

吉利汽车跌4.88%，中国神华（601088）跌4.25%，新东方跌3.27%，领跌蓝筹。 | 序号 | 名称 | 代码 | 现价 | 涨跌 | 涨跌幅 ^ | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 吉利汽车 | 0175 | 15.980 c | -0.820 | -4.88% | 17.75亿 | 9.90% | | 2 | 中国神华 | 1088 | 30.400 c | -1.351 | -4.25% | 16.11亿 | -2.55% | | 3 | 新东方-S | 9901 | 42.850 c | -1.450 | -3.27% | 4.46亿 | -12.46% | | 4 | 比亚迪股份 | 1211 | 125.700 c | -4.200 | -3.23% | 42.82亿 | 43.01% | | ਦੇ | 阿里巴巴-W | da88 | 112.200 c | -3.300 | -2.86% | 97.80亿 | 38.45% | | 6 | 百威亚太 | 1876 | 8.030 c ...

今日，A股市场震荡分化，三大指数盘中冲高，沪指再度创出年内新高，但受限于量能小 幅萎缩，资金承接力度不足，三大指数尾盘回落，最终悉数收跌。 盘面上，券商板块也是多数走低，国泰海通跌超4%，银行股集体大涨，工商银行、农业 银行、建设银行、中国银行、江苏银行、南京银行、杭州银行、北京银行等继续创历史新 高 ， 代 表 地 缘 变 数 的 油 气 股 快 速 反 弹 ， 准 油 股 份 冲 击 涨 停 ， 科 力 股 份 、 山 东 墨 龙 涨 超 7%，通源石油、神开股份、贝肯能源等跟涨。 01 一则消息引爆市场 近期，指数大涨，券商板块持续走强，很多人开始在拿这几天的行情去和去年9 2 4的行情 对比了。 924是牛市预期，引发了券商的上涨。 而这次是券商上涨，引发了牛市预期。 大家好好理解一下这里里面的逻辑关系。为什么说券商是渣男，其实不是券商渣，是人们 的认知太单一，券商一涨就觉得牛要来了。 但是我们要明白， 牛市只是券商上涨因素之一，不上上涨的唯一因素。 复盘往年中报行情，大致从6月开始提前启动，至于是上旬、中旬、还是下旬，则每年不 一定。 券商也可以因为别的因素上涨。而这轮券商上涨， 摩研君认为是一则有 ...

港股收盘：恒生指数跌0.61%，恒生科技指数跌0.26%。港股油气股走高，山东墨龙收涨19.68%，国泰 君安国际收跌4.32%。 ...

各位老铁，大家好！我是帮主郑重，每天收盘后和大家聊聊市场那些事儿。今天三大指数集体调整，但市场依然暗流涌动，特别是数字货币和跨境支付概念 反复活跃，给沉闷的盘面增添了不少看点。咱们先从整体情况说起。 数字货币和跨境支付概念今天反复活跃，这可是帮主一直重点跟踪的方向。内地和香港跨境支付系统互通，香港8月1日又要实施稳定币新规，蚂蚁、京东这 些巨头都在申请牌照，这对行业是实实在在的利好。像中科金财开发数字人民币钱包，优博讯在智能支付终端技术上有储备，恒生电子给银行提供数字人民 币IT系统，这些公司都获得了主力资金的青睐。特别是跨境支付这块，海联金汇有双牌照，四方精创参与央行数字货币桥接，技术实力都很强。不过短期波 动可能比较大，适合波段操作，中长期可以关注恒生电子、神州信息这些金融IT龙头，它们受益于行业长期发展，确定性更高。 银行板块今天也很亮眼，江苏银行、杭州银行、成都银行这些城商行纷纷创历史新高，连工商银行、农业银行这些大块头也跟着涨。这主要是因为政策支 持，六部门发了金融支持消费的指导意见，再加上高股息率的吸引力。现在银行板块平均股息率快4%了，远超一年定存，在资产荒的背景下，险资、社保 这些长线资金都在 ...

Core Viewpoint - The stock market experienced a collective decline on June 26, with the Shanghai Composite Index down by 0.22%, Shenzhen Component Index down by 0.48%, and ChiNext Index down by 0.66%, indicating a bearish sentiment in the market [1][2]. Market Performance - A total of 1,620 stocks rose while 3,607 stocks fell, with the total trading volume in A-shares reaching 1.6234 trillion yuan [2]. - The major indices showed the following performance: Shanghai Composite Index at 3,448.45 (-0.22%), Shenzhen Component Index at 10,343.48 (-0.48%), and ChiNext Index at 2,114.43 (-0.66%) [2]. Sector Performance - Sectors that saw significant declines included innovative drugs, rare earth permanent magnets, semiconductors, consumer electronics, photovoltaic, and automotive parts [2]. - Conversely, sectors such as stablecoins, military industry, and solid-state batteries showed resilience, with oil and gas stocks surging in the afternoon [2]. Notable Stocks and Funds Flow - Military industry stocks surged, with Huaqiang Technology hitting a 20% limit up, and several other military-related stocks also reaching their daily limit [3]. - Bank stocks continued to perform well, with major banks like ICBC, ABC, and CCB reaching historical highs [4]. - Oil and gas stocks saw a significant rise, with stocks like Zhun Oil and Tongyuan Petroleum hitting the limit up and others rising over 7% [5]. - Main capital inflows were observed in sectors such as computers, national defense, electronics, and power equipment, while outflows were noted in pharmaceuticals, transportation, and coal sectors [6]. Institutional Insights - Guojin Securities suggested that military stocks are currently in a phase of emotional uplift for short-term speculation [10]. - China Galaxy Securities indicated that the Shanghai Composite Index may aim for the 3,500-point mark but will require a consolidation period of 10-20 trading days [10]. - The market is characterized by strong indices but sectoral differentiation, with opportunities to invest in underperforming sectors and focus on companies with better-than-expected semi-annual reports [10].

市场突生变数！ 今日午后，市场突然大变脸。港股券商股短线走低，弘业期货跌超9％，国泰君安国际跌超7％，胜利证券涨幅 收窄至不足50％。与此同时，A股市场昨日最靓的仔——券商板块也是多数走低，国泰海通跌超4%。 值得一提的还有创新药，荣昌生物逼近20%跌停，昂利康、热景生物跌超8%，舒泰神、悦康药业纷纷下挫。 个股午后也是纷纷走弱，平均股价从最高位跳水近1%。另一方面，银行股和油气股则再起波澜，两大板块整 体大幅拉升。 那么，究竟发生了什么？分析人士认为，可能还是地缘方向出现了一些变数。目前，市场上流传着伊朗最高领 袖哈梅内伊之子——穆杰塔巴·哈梅内伊的不利传闻。在伊朗，他被公认为哈梅内伊的接班人选之一。 另一方面，今天早上，纽约交易时段触发联系汇率机制下7.85港元兑1美元的"弱方兑换保证"，香港金管局按 照要求向市场沽出美元并买入总值94.2亿的港元。这是自2023年5月以来，首次触发"弱方兑换保证"。今天上 午，港股市场亦是全面走弱。显然，触发弱方兑换保证之后，市场情绪显得有些谨慎。 两大变数 午后，市场结构出现明显分化。 那么，究竟发生了什么？分析人士认为，主要是两大变数。 一方面，是市场流传着伊朗最高 ...

A股收评：创业板指全天收跌0.66% 油气板块午后异军突起 金十数据6月26日讯，A股三大股指今日早间横盘震荡，午后集体回调，创业板指全天跌约0.6%，两市 量能维持在1.5万亿上方。截至收盘，沪指跌0.22%，深证成指跌0.48%，创业板指跌0.66%；沪深两市全 天成交额近1.6万亿，两市超3400只个股飘绿。盘面上，军工板块全天维持强势，航天软件、北方导航 等多股涨停收盘；证券板块分化回调，国盛金控一字涨停，东方财富成交额超200亿元收跌超3%；油气 板块午后异军突起，准油股份一度涨停；创新药板块领跌大盘，荣昌生物收跌逾18%。 ...

A股三大指数今日集体下跌，截至收盘，沪指跌0.22%，深成指跌0.48%，创业板指跌0.66%，北证50指 数跌0.91%。全市场成交额16231亿元，较上日缩量163亿元。全市场超3600只个股下跌。板块题材上， 军工、旅游及酒店、数字货币、油气开采、银行板块涨幅居前；创新药、汽车整车、光刻机概念股跌幅 居前。盘面上，军工板块早盘集体爆发，北方导航（600435）、建设工业（002265）、巨力索具 （002342）等10余股涨停。旅游及酒店板块午后走高，南京商旅（600250）、天目湖（603136）涨停。 银行板块午后持续拉升，江苏银行（600919）、杭州银行（600926）、成都银行（601838）等多股续创 历史新高。油气股午后快速反弹，准油股份（002207）涨停。创新药概念股今日多数调整，荣昌生物跌 超10%，悦康药业、昂利康（002940）、海辰药业（300584）跌幅居前。半导体板块午后震荡走低，炬 芯科技、大为股份（002213）、富创精密均有不同程度下跌。 ...

Group 1: Oil and Gas Market - Japan's largest gas supplier, Tokyo Gas, is negotiating a long-term liquefied natural gas procurement agreement with the United States [1] - Shell is reportedly in preliminary talks to acquire BP [3] - If OPEC deems it necessary, Russia is willing to increase oil production again [3] - Vietnam's Ministry of Industry and Trade states that the country's refinery will produce 7.7 million tons of oil products in the second half of the year [3] - Israel's Ministry of Energy has approved the resumption of operations at a natural gas field [3] - The Turpan to Zhongwei section of the West-to-East Gas Pipeline has been fully completed and put into operation [3] Group 2: Metals and Mining - Goldman Sachs predicts that copper prices could reach a peak of $10,050 per ton this year [2]