Market Performance - The Shanghai Composite Index rose by 0.65%, the Shenzhen Component Index increased by 0.43%, and the ChiNext Index gained 0.39% on June 23 [1] - The total trading volume in the two markets reached 1.12 trillion yuan [2] Stock Movement - Over 4,400 stocks in the market experienced gains, indicating a bullish sentiment [4] - Sectors such as cross-border payment, port shipping, military information technology, digital currency, and oil & gas saw significant increases, while a few sectors like liquor experienced declines [5] Sector Highlights - Cross-border payment stocks showed strong performance, with companies like UboXun and Sifang Jingchuang hitting the 20% daily limit, and others like Shenzhou Information and Jida Zhengyuan also reaching the limit [6] - The port shipping sector performed robustly, with stocks such as Ningbo Shipping and Ningbo Ocean hitting the daily limit [6] - Oil and gas stocks were active, with Huai Oil hitting the daily limit and others like Beiken Energy and Tongyuan Petroleum rising by 7% [6] Capital Flow - Main funds saw net inflows in sectors like electronics, electric equipment, basic chemicals, and computers, while there were net outflows in food and beverage, public utilities, and steel sectors [7] - Specific stocks such as Tianyuan Dike and Rongfa Nuclear Power received net inflows of 626 million yuan and 477 million yuan respectively, while stocks like Tianfu Communication faced net outflows of 678 million yuan [7] Institutional Insights - CITIC Securities noted that the external environment remains turbulent, leading to high market rotation and a preference for certainty, suggesting a focus on sectors with potential earnings surprises [8] - China Galaxy Securities projected a potential upward trend in the A-share market by the second half of 2025, driven by supply-side reforms and capital market reforms [8]

美国对伊朗三处核设施发动袭击后，6月22日，伊朗外长阿拉格齐表示，美国袭击伊朗核设施"令人发 指"，将会产生"持久后果"，同日，伊朗议会赞成关闭霍尔木兹海峡。本轮伊以冲突爆发进入第11天， 局势持续升级，而在资本市场上，6月23日，A股军工股再度活跃，航运股集体走高，截至午盘沪指报 3365.07点，涨0.15%，深成指报9988.66点，跌0.16%，创业板指数报2003.26点，跌0.33%。 高盛集团表示，美国打击伊朗之后， 石油和天然气价格可能上涨，但基线情境预测取决于该地区供应 是否受到严重干扰。分析师在报告指出，如果通过霍尔木兹海峡的石油运输量在一个月内下降一半，并 在接下来的11个月保持低10%的状态，布伦特油价将短暂飙升至每桶110美元。如果伊朗石油供应量减 少175万桶每日，布伦特将最高触及90美元。 6月22日，美国对伊朗福尔多、纳坦兹和伊斯法罕三处核设施发动袭击后，伊朗议会国家安全委员会委 员库萨里表示，伊朗议会已得出结论，认为应关闭霍尔木兹海峡，但最终决定权在伊朗最高国家安全委 员会手中。 战火延烧引市场担忧 预计油价将大幅上行 霍尔木兹海峡位于阿曼和伊朗之间，连接了东部的阿曼湾和西部 ...

今天上午，A股三类板块相继发力。 早盘，刺激油气开采、航运等板块大涨。 油气股方面，泰山石油、神开股份、山东墨龙涨停，新锦动 力涨逾14%。港口航运方面，宁波海运、连云港、宁波远洋、兴通股份等多股涨停。 随后，TMT板块拉升，其中半导体产业链发力明显。 中芯国际、华虹公司、北方华创、中微公司等大 市值龙头股均上涨。 临近上午收盘，大金融发力，银行、证券等板块拉升。 工商银行、农业银行、建设银行、兴业银行、 浦发银行、邮储银行盘中股价集体创历史新高。其中，工商银行上涨1.49%，日线迎来6连阳，最新总 市值为2.67万亿元，稳居A股第一。 三大股指走势分化，截至午间收盘，上证指数上涨0.15%，深证成指下跌0.16%，创业板指下跌0.33%。 半导体产业链走强 今天上午，半导体产业链上涨，光刻机、存储芯片、电子化学品等板块涨幅居前。两大晶圆代工龙头股 中芯国际、华虹公司分别上涨3.57%、3.82%。另外，北方华创、中微公司等设备龙头股也上涨。 存储芯片板块受多家机构看好，主要因素也来自涨价。业内人士称，自3月起，半导体存储市场逐步回 暖，存储芯片涨价延续至二季度，其中DDR4（第四代双倍数据速率同步动态随机存 ...

Market Overview - The Hang Seng Index opened lower due to escalating tensions in the Middle East, dropping nearly 200 points before recovering slightly [1] - By midday, the Hang Seng Index was down 0.13%, closing at 23,498.82 points, while the Tech Index was close to flat at 5,133.02 points [1] - The total market turnover reached 108.206 billion HKD [1] Sector Performance - The semiconductor and new consumption sectors showed strong performance [1] - The port and shipping sector had notable gains, while oil stocks experienced a pullback [1] - Mobile gaming and film sectors faced declines [1] Notable Stocks - Semiconductor company SMIC (00981.HK) saw a rise of 4.94% [1] - Lao Pu Huang Jin (06181.HK) increased by 7.12% [1] - Sanhua Intelligent Control (02050.HK) experienced a drop of 2.13% on its first trading day [1] - Bilibili (09626.HK) fell by 0.89% [1]

6月23日，A股早盘震荡分化，三大指数涨跌不一，半日成交额6706亿，较上个交易日缩量4.92亿。截至 午间收盘，沪指涨0.15%，深成指跌0.16%，创业板指跌0.33%。 消息面上，地缘局势继续升级，美国轰炸伊核设施，伊朗议会赞成关闭霍尔木兹海峡，原油一度涨近 6%。东方证券认为，整体来看，近期市场明显受到外部地缘政治利空扰动，但下跌幅度有限，显示场 内护盘力量实力不俗，预计短期市场仍将维持类似局面，市场或将转向科技成长风格。 盘面上，市场热点聚焦中东局势相关概念，其中，港口航运股卷土重来，宁波海运、连云港等多股涨 停；军工板块表现亮眼，长城军工斩获4连板；油气股持续走强，带动化工板块大面积补涨，兴化股份 走出7天3板，中毅达等多股涨停；核污染防治概念走高，中电环保涨超10%。其他热点方面，银行板块 探底回升，工行、农行、建行等多股续创历史新高；芯片股强势，大为股份等涨停；跨境支付概念拉 升，吉大正元涨停；此外，有色钴、固态电池等板块均有所表现。下跌方面，大消费、地产、汽车等方 向跌幅居前。 展望后市，国泰海通认为，短期风险释放后，中国股市的核心矛盾仍在内而不在外，对行情的看法仍比 共识更乐观。 热门板块 ...

A股三大指数早盘涨跌不一，截至午盘，沪指涨0.15%，深成指跌0.16%，创业板指跌0.33%，北证50指 数涨0.51%。全市场半日成交额6838亿元，较上日缩量24亿元。全市场超3600只个股上涨。板块题材 上，石油天然气、港口航运、核污染防治、军工、跨境支付板块涨幅居前。白酒、游戏、猪肉、减肥药 概念股跌幅居前。盘面上，中东局势持续紧张，石油天然气、港口航运板块大涨，泰山石油 （000554）、神开股份（002278）、宁波海运（600798）等股涨停。跨境支付板块早盘拉升，吉大正元 （003029）涨停。银行板块盘中探底回升，工商银行、建设银行、农业银行多股续创历史新高。白酒股 早盘表现落后，迎驾贡酒、山西汾酒（600809）、古井贡酒（000596）跌幅居前。猪肉食品股走低，海 大集团（002311）、双汇发展（000895）、巨星农牧（603477）等股下挫。 ...

Market Overview - A-shares opened lower but rebounded, with all three major indices turning positive. As of 9:42 AM, the Shanghai Composite Index rose by 0.03%, the Shenzhen Component Index increased by 0.14%, and the ChiNext Index gained 0.11% [1] Geopolitical Impact - The geopolitical situation is escalating, with the U.S. bombing Iranian nuclear facilities and Iran's parliament supporting the closure of the Strait of Hormuz, leading to a near 6% increase in crude oil prices. Despite external geopolitical pressures, the market's decline has been limited, indicating strong support from market participants [1][10] Sector Performance Shipping and Port Stocks - Shipping and port stocks saw significant gains, with Ningbo Shipping and Xingtong Co. both hitting the daily limit up. Other stocks like COSCO Shipping Energy and China Merchants Energy also experienced upward movement [2][3] Cross-Border Payment Stocks - Cross-border payment stocks surged, with Jida Zhengyuan hitting the daily limit up. Other stocks such as Lakala and Huafeng Super Fiber rose over 5% [4][5] Solid-State Battery and Cobalt Stocks - Solid-state battery concepts continued to perform strongly, with Xiangtan Electrochemical achieving three consecutive limit-up days. Cobalt-related stocks also saw gains, with Tengyuan Cobalt rising over 15% [1] Institutional Insights - Guotai Junan believes that after short-term risk release, the core contradiction in the Chinese stock market remains internal rather than external, maintaining a more optimistic view than consensus [2][8] - CITIC Securities notes that recent adjustments in Hong Kong stocks have affected A-share sectors, with a focus on new consumption and innovative pharmaceuticals [7] - Dongfang Securities highlights that while external geopolitical factors are impacting the market, the decline has been limited, suggesting a potential shift towards technology growth styles [10]

Macro News Summary - The State Administration for Market Regulation is accelerating the introduction of policies and measures to enhance quality financing and credit enhancement [5] - The People's Bank of China and the Hong Kong Monetary Authority jointly held a launch ceremony for cross-border payment [6] - The Central Cyberspace Affairs Commission is conducting a special action to rectify the abuse of AI technology [6] Industry Latest Developments - The International Solid-State Battery Technology Conference has opened, showcasing advanced materials and intelligent equipment, with related stocks including Winbond Technology (300457) and XianDao Intelligent (300450) [8] - The gaming industry is experiencing significant policy benefits, making the industry valuation attractive, with related stocks such as Giant Network (002558) and Zhangqu Technology (300315) [8] - The humanoid robot industry chain is gathering leading companies in Hangzhou to outline a new blueprint for intelligent manufacturing, with related stocks including Shenghong Technology (300476) and Wuzhou New Spring (603667) [8] Listed Company Focus - Jingye Intelligent (688290): Shareholder inquiry for transfer is preliminarily priced at 43.90 yuan per share, with a dividend plan adjusted to 10 pay 0.6453 yuan [10] - Shenzhen Huaqiang (000062): Has made small equity investments in several semiconductor IDM or design companies through CVC [10] - Aosaikang (002755): Announced that its wholly-owned subsidiary Jiangsu Aosaikang Pharmaceutical's Methotrexate Injection has obtained a drug registration certificate [10] - Xinhau Optoelectronics (301051): Announced plans to transfer 100% equity of its wholly-owned subsidiary Anhui Xinguang to Luxshare Precision [10] Market Review and Outlook - On June 20, the market experienced a downward trend, with the ChiNext Index leading the decline. The total trading volume of the Shanghai and Shenzhen markets was 1.07 trillion yuan, a decrease of 182.9 billion yuan from the previous trading day [12] - The market showed mixed performance with over 3600 stocks declining. Notable rebounds were seen in liquor stocks, while oil and gas stocks collectively adjusted [12] - The outlook suggests continued market consolidation, with a focus on the support level around 3332 for the Shanghai Composite Index. If this level holds, there may be short-term recovery opportunities in popular sectors [12]

星标 ★ IPO日报 精彩文章第一时间推送 6月20日晚间，锦州港股份有限公司(600190.SH，下称"*ST锦港")公告称，公司于2025年6月20 日收到上海证券交易所出具的自律监管决定书，决定终止公司股票上市。终止上市的证券种类包括 人民币普通股（A股）和境内上市外资股（B股），证券简称为*ST锦港、*ST锦港B，证券代码为 600190、900952。 AI制图 为了满足银行贷款需求，公司做大了收入和利润。2018年—2021年，公司分别虚增收入约21.2亿 元、39.47亿元、24.82亿元、0.75亿元，虚增利润0.21亿元、0.39亿元、0.44亿元、0.75亿元。 上述四年间，公司累计虚增收入约86.24亿元，累计虚增利润约1.79亿元。 整体来看，2018年—2024年，*ST锦港连续7年均在财务造假。 据IPO日报不完全统计发现，2025年以来，A股市场已有13家公司完成退市。其中，五家公司触及 面值退市、三家公司为触及市值退市、两家公司为主动申请退市、两家公司是触及重大违法强制退 市、一家公司则是被吸收合并而退市。 END 公司股票进入退市整理期的起始日为2025年6月30日，预计最后 ...

昨天编辑老章还说，今天涨的防御系，明天就得进攻系了。现实狠狠打了他的脸，今天依旧防御系。 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。 兄弟姐妹们，银行股的牛市真的不是白叫的。 新股民小田今天在喊："厉害了，银行股再创历史新高。" 反观市场全天震荡走低，创业板指领跌。沪深两市全天成交额1.07万亿，较上个交易日缩量1829亿。个股跌多涨少，全市场超3600只个股下跌。 消息面上，今天早上，新华社发表评论指出，整治违规吃喝不是一阵风不能一刀切。 分析人士认为，从估值的角度来看，目前白酒行业的动态市盈率为18倍，已经低于全A（19倍），白酒行业估值与全A比例已接近二十年最低点， 反映市场对未来业绩的悲观预期。白酒有望迎来业绩和估值的双底。 估值底或已出现，盈利预测仍在下行途中，股价或先于业绩面企稳上行。不过，很多年轻人不爱喝白酒，市场的消费理念或许正在发生着变化。 周一让大家关注的固态电池，本周一直偏强势。 近期，固态电池的确是催化不断。产业层面，资料显示，五场大会密集召开： 一是，6月19日，中国国际固态电池科技大会。 二是，硫化锂与硫化物固态电池技术大会将于6月24日—25日召开。 三是， ...