| | 成交量（亿 | 成交量较昨日增减 | 换手率 | 涨跌幅 | 今日主力资金净流入（亿 | | --- | --- | --- | --- | --- | --- | | | 股） | （%） | （%） | （%） | 元） | | | 45.63 | 25.96 | 0.34 | 0.48 | 8.71 | | | 41.83 | 42.39 | 1.06 | -0.04 | 8.22 | | 交通运 | 48.66 | 36.88 | 1.16 | 0.17 | 6.35 | | 美容护 | 7.13 | 51.77 | 6.38 | 1.10 | 0.64 | | 房地产 | 33.21 | 29.72 | 1.52 | -0.33 | 0.29 | | 渔 | 27.03 | 50.76 | 2.91 | -0.09 | -0.98 | | 钢铁 | 13.29 | -8.96 | 0.67 | -0.36 | -1.76 | | | 15.65 | 17.86 | 2.04 | -0.55 | -1.91 | | | 7.34 | 47.81 | 4.18 | -0.36 | -1.94 | ...

Market Overview - The Shanghai Composite Index fell by 0.44% on June 10, with six industries experiencing gains, led by the beauty and personal care sector, which rose by 1.10% [1] - The banking sector also saw an increase of 0.48%, while the defense and military industry and the computer sector faced declines of 1.97% and 1.87%, respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 45.141 billion yuan, with five industries seeing net inflows [1] - The banking sector had the highest net inflow of 871 million yuan, followed by the public utilities sector, which experienced a slight decline of 0.04% but had a net inflow of 822 million yuan [1] - A total of 26 industries experienced net capital outflows, with the electronics sector leading with an outflow of 7.532 billion yuan, followed by the computer sector with an outflow of 7.427 billion yuan [1] Beauty and Personal Care Sector - The beauty and personal care industry saw a rise of 1.10% with a net capital inflow of 63.98 million yuan [2] - Out of 31 stocks in this sector, 21 stocks increased in value, with two hitting the daily limit, while eight stocks declined [2] - The top three stocks with significant net inflows included Qingdao Kingway with 68.51 million yuan, Huaye Fragrance with 42.32 million yuan, and Haoyue Care with 16.43 million yuan [2] Individual Stock Performance - The top performers in the beauty and personal care sector included: - Qingdao Kingway: +3.41% with a turnover rate of 35.94% and a net inflow of 68.51 million yuan [2] - Huaye Fragrance: +20.00% with a turnover rate of 33.27% and a net inflow of 42.32 million yuan [2] - Haoyue Care: +6.82% with a turnover rate of 3.23% and a net inflow of 16.43 million yuan [2] - Conversely, the stocks with the highest net outflows included: - Shuiyang Co.: -5.71% with a net outflow of 23.91 million yuan [3] - Liangmian Needle: 0.00% with a net outflow of 17.31 million yuan [3] - Furuida: -0.71% with a net outflow of 17.14 million yuan [3]

证券研究报告 | 策略点评 2025 年 06 月 10 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 今日关注 指数涨跌情况：今日 A 股主要指数多数收跌。截止收盘，沪指跌 0.44%，收报 3384.82 点；深证成指跌 0.86%，收报 10162.18 点；科创 50 跌 1.47%，收报 982.90 点；创业板指跌 1.17%，收报 2037.27 点。总体上，全天个股跌多涨 少，Wind 数据显示，全市场 4034 只个股下跌，1260 只个股上涨，118 只个股 收平。沪深两市今日成交额合计 14154 亿元，较上个交易日放量 1289.67 亿 元。 投资策略研究 粤开市场日报-20250610 行业涨跌情况：今日申万一级行业涨少跌多，美容护理、银行、医药生物、 交通运输、传媒、有色金属等行业领涨，国防军工、计算机、电子、通信、 非银金融、建筑材料等行业领跌。 板块涨跌情况：今日涨幅居前概念板块为离境退税、稀土永磁、一号文件、 医美、宠物经济、南京市国资、反关税、短剧游戏、谷子经济、生物育种、 智慧农业、仿制药、CR ...

Market Overview - The A-share market experienced a significant decline in the afternoon, with the Shanghai Composite Index down by 0.44%, the Shenzhen Component down by 0.86%, and the ChiNext Index down by 1.17% [1] - Over 4,000 stocks in the market fell, with a total trading volume of 1.42 trillion yuan, an increase of 129 billion yuan compared to the previous trading day [1] Market Dynamics - A sudden wave of selling occurred between 13:10 and 13:30, leading to a nearly uniform sell-off across various sectors, causing major indices to drop by approximately 1% [2] - During this period of panic, the number of declining stocks approached 4,800 [4] Sector Performance - Despite the overall market decline, certain sectors such as port shipping, grain (including genetically modified crops, corn, and seed industry), and rare earths showed strong performance [4] - The market's reaction may be linked to the ongoing U.S.-China trade negotiations, with reports indicating that discussions were taking place in London [6][8] Investment Sentiment - The market's fluctuations suggest that some investors may be taking profits ahead of the negotiations, particularly from sectors that had seen significant gains recently [8] - The future market direction will largely depend on the progress of the U.S.-China negotiations, with a focus on official reports for accurate information [8] Analyst Insights - Recent reports from Zhongtai International Securities indicate that the U.S.-China talks may reduce uncertainty in the short term, but significant differences remain on issues such as tariffs and technology export controls [10] - The report also highlights that the Hong Kong market is experiencing a rotation of funds among focus sectors, with no significant new capital inflow [10] - Analysts suggest that low-valuation, high-growth potential sectors may perform well in the near term, while defensive dividend sectors still hold value [10] Stock Market Trends - The upcoming unlocking of shares for "new consumption" stocks in Hong Kong may lead to increased volatility in stock prices, suggesting that investors should consider taking profits [11] - This perspective may also be relevant for related sectors in the A-share market [11]

| 排名 | 板块名称 | 主力资金净流入（亿元） | 主力资金净流入率(%) | | --- | --- | --- | --- | | – | 航运港口 | 6.85 | 4.83 | | 2 | 银行 | 5.86 | 2.00 | | 3 | 交通运输 | 4.36 | 1.51 | | ব | 出版 | 0.95 | 1.54 | | 5 | 美容护理 | 0.81 | 0.81 | 主力资金监控：计算机板块净流出超92亿 智通财经6月10日电，智通财经星矿数据显示，今日主力资金净流入航运港口、银行、交通运输等板块，净流出计算机、电子、机械 设备等板块，其中计算机板块净流出超92亿元。个股方面，乐山电力涨停，主力资金净买入6.50亿元位居首位，汇洲智能、工商银 行、龙蟠科技主力资金净流入居前；海光信息遭净卖出超9亿元位居首位，东方财富、浪潮信息、中际旭创主力资金净流出额居前。 | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 乐山电力 | 6.50 | 31.42 | | 2 | 汇洲智能 | 4.61 ...

2025.06. 10 本文字数：1222，阅读时长大约2分钟 Wind数据显示，全市场跌多涨少，近3400股下跌。 医药股再度走强，CRO方向领涨；新消费、固态电池、跨境电商概念股走强；银行、电力涨幅居前。算力、中航 系、AI应用、半导体、新能源车题材走弱。 | 板块名称 | 涨幅量 | 主力金额 | 板块名称 | 涨幅备 | 王力金额 | | --- | --- | --- | --- | --- | --- | | 毛发医疗 | +2.45% | +50567 | 兵装重组概念 | -1.96% | -1.35 7 | | 美容护理 | +2.25% | +2078万 | 华为盘古 | -1.79% | -4.64亿 | | 減肥药 | +2.22% | +78157 | 华为异腾 | -1.72% | -15.65 7. | | 高压氧舱 | +2.20% | +15407 | 军工装备 | -1.69% | -15.47 7 | | CRO概念 | +1.80% | -2.16 7. | Sora概念皮生 ... | -1.60% | -4.65 7. | | 重组蛋白 | +1.62% | +46 ...

Core Insights - The report maintains an "outperform" rating for the retail sector, highlighting a stable performance during the 618 shopping festival, with significant growth in sales and user engagement across major platforms like JD and Tmall [1][2][10] - New consumption trends are emerging, driven by instant retail and AI technology, enhancing consumer interaction and operational efficiency for merchants [2][20][24] Retail Sector Performance - During the 618 promotional period, JD reported over 200% year-on-year growth in transaction volume, order quantity, and number of users within the first hour of the event [1][10] - Tmall's first phase saw 217 brands surpassing 100 million yuan in sales, indicating strong brand performance [1][10] - Instant retail platforms like Meituan have also shown impressive results, with over 50 product categories experiencing more than 100% growth compared to the previous year [10][20] Investment Recommendations - The report suggests focusing on sectors with strong growth potential, including: 1. **Beauty and Personal Care**: Companies like Dongkang Oral Care and Maogeping are expected to achieve significant growth due to innovative product offerings and effective use of e-commerce channels [2][3] 2. **Gold and Jewelry**: The sector is anticipated to benefit from a low base effect in Q2, with brands like Chaohongji and Caibai showing promising sales [3][12] 3. **IP Toys**: Companies like Pop Mart and Blokus are well-positioned to capitalize on the emotional value for young consumers and the potential for overseas market expansion [3][12] 4. **Cross-border E-commerce**: Brands like Anker Innovations are expected to leverage favorable trade conditions for growth [3] Market Trends - The retail sector is experiencing a shift towards simplified promotional rules and extended event durations, with Tmall starting pre-sales earlier than in previous years [19] - AI technology is increasingly integrated into retail operations, enhancing customer service and marketing effectiveness [24][28] Recent Industry Data - In April, the total retail sales of consumer goods reached 37,174 billion yuan, with a year-on-year growth of 5.1%, indicating a steady recovery in consumer spending [28][29] - Online retail sales for the first four months of 2025 reached 47,419 billion yuan, growing by 7.7% year-on-year, with physical goods online sales accounting for 24.3% of total retail sales [29][30] Stock Performance - In May 2025, the retail index rose by 1.66%, slightly underperforming the CSI 300 index, while the beauty and personal care index increased by 2.55%, outperforming the broader market [42][47] - Notable stock performers in the retail sector included Liren Liyang and Ruoyuchen, with significant price increases [52][55]

T a [ 行业研究|可选消费 证券研究报告 可选消费行业周报、月报 2025 年 06 月 09 日 b l [Table_Title] 孩子王拟收购丝域 65%股权，周六福通过港 e _ M 交所聆讯 ——美护商社行业周报 [Table_Summary] 报告要点： 市场表现 下游需求不及预期的风险，贸易摩擦的风险，地缘政治的风险，行业 竞争加剧的风险。 [Table_Invest] 推荐|维持 [Table_ 过去一年PicQuote 市场行情] -11% 0% 11% 22% 33% 6/11 9/9 12/8 3/8 6/6 可选消费 沪深300 ] 本周（2025.06.02-2025.06.06），申万商贸零售/社会服务/美容护理 分别 1.29%/2.09%/1.56%，在 31 个一级行业中排名第 15/9/13；同期 上证综指 1.13%，深证成指 1.42%，沪深 300 指数 0.88%。 细分子板块来看，本周商贸零售/社会服务/美容护理各大二级子板块 普涨。 旅游景区 / 饰 品 / 贸易行业涨幅居前，分别 +3.53%/+3.01%/+2.49%。 本周行业重点事件及资讯 （1）美 ...

这是新消费智库第 2 6 4 9 期文章 新消费导读 新消费 1. 新希望白帝乳业推出活润轻食瓶新品 新希望白帝乳业发文上新活润轻食瓶。该产品营养丰富，每瓶含膳食纤维 25g ，可满足人体一天最低膳食纤维摄入需求，且科学甄选了羽衣 甘蓝、牛油果、番石榴、猕猴桃、苹果、柠檬、秋葵、芹菜、苦瓜共 9 种果蔬组合。 （ 食品板 ） 2. BAPE® 携手梵高美术馆推出胶囊系列 近日， BAPE® 将与阿姆斯特丹梵高美术馆合作打造的联名胶囊系列。此次系列以画家 Vincent van Gogh 的生平与代表作为灵感，共推 出 6 款单品。 （ TOPBRAND ） 3. 星期零鸡蛋豆腐正式登陆山姆 1. 新希望白帝乳业推出活润轻食瓶新品 2. BAPE® 携手梵高美术馆推出胶囊系列 3. 星期零鸡蛋豆腐正式登陆山姆 4. 李宁携手 Xuperman 推出联名鞋款 5. 乌苏啤酒品牌推出新品 6. 时尚电商 Revol ve 低价收购奢侈品牌 Dion Lee 7. 主唱秀获 2000 万 A 轮融资 8. Lev i' s 以 3.11 亿美元出售 Docker s 9. 牧原股份冲击港股 IPO 10. 美容护理板 ...

上天天基金APP搜索【777】注册即可 领98元券包 ， 优选基金10元起投！限量发放！先到先 得！ 6月首个交易周，A股三大股指震荡上涨。在业内机构看来，6月至8月，应更加注重企业基本面的投资 逻辑。 具体板块配置上，机构建议重点围绕传统产能出清、新消费崛起以及行业景气度较高的领域布局，细分 领域包括汽车、有色金属、商贸零售、美容护理、化学制药等。港股短期或维持震荡，但中长期看具备 修复动能，值得投资者关注。 影响后市投资事件 我国央行连续7个月增持黄金 国家外汇管理局6月7日发布的数据显示，截至2025年5月末，我国外汇储备规模为32853亿美元，较4月 末上升36亿美元，升幅为0.11%。外汇局同日发布的数据显示，5月末央行黄金储备为7383万盎司，环 比增加6万盎司，为连续第7个月增持黄金。 上交所：将不断丰富红利指数相关产品体系 上交所6月6日消息，日前上交所召开高分红重回报暨上市公司价值提升座谈会。上交所相关负责人表 示，未来上交所将推动上市公司进一步加大分红力度，增加分红频次，用好回购、并购重组、投资者交 流等市值管理工具，持续提升公司投资价值。在产品供给端，将不断丰富红利指数相关产品体系，满足 ...