（一）重要市场新闻 1、周四，美股因节假日休市一日。国际油价全线上涨，美油主力合约涨0.52%，报73.88美元/桶。布油 主力合约涨2.66%，报78.74美元/桶。现货黄金涨0.06%，报3370.4美元/盎司；COMEX黄金期货跌 0.61%，报3387.4美元/盎司；COMEX白银期货跌1.5%，报36.36美元/盎司。欧洲三大股指收盘全线下 跌，德国DAX指数跌1.12%报23057.38点，法国CAC40指数跌1.34%报7553.45点，英国富时100指数跌 0.58%报8791.8点。 每经记者｜杨建 每经编辑｜彭水萍 2、据央视新闻报道，6月19日，在商务部举行的例行发布会上，新闻发言人何亚东谈到稀土相关出口问 题时表示，将依法依规不断加快对稀土相关出口许可申请的审查。已经依法批准一定数量的合规申请， 并将持续加强合规申请的审批工作。中方愿就此进一步加强与相关国家的出口管制沟通对话，积极促进 便利合规贸易。 （二）行业掘金 1、6月19日，据京东相关人士透露，京东方面期望今年第四季度初获得稳定币牌照，并推出基于公链发 行的京东稳定币。京东稳定币将重点面向传统跨境贸易市场，以合规、安全、可审计 ...

Gaming Industry - Beijing Municipal Bureau of Press and Publication issued support measures for the high-quality development of the gaming and esports industry, including financial rewards for hosting major esports events, with up to 5 million yuan for international events and 300,000 yuan for national events [1] - The domestic gaming market's actual sales revenue reached 85.7 billion yuan in Q1 2025, a year-on-year increase of 18%, with mobile game revenue at 63.6 billion yuan, up 20% [1] - The gaming industry is expected to see improved competition dynamics and attractive valuations, especially with the integration of AI applications [1] Robotics Industry - The first 5G-A humanoid intelligent robot was launched by Leju in collaboration with China Mobile and Huawei, addressing technical challenges in high-concurrency scenarios [2] - The 5G-A technology enhances multi-machine collaboration and real-time decision-making, supporting various application scenarios and reducing development cycles for humanoid robots [2] - The humanoid robot market is expected to expand rapidly due to advancements in AI and 5G-A technology [2] Rare Earth Industry - The Ministry of Commerce emphasized the acceleration of export license applications for rare earths, aiming to stabilize global supply chains [3] - Some rare earth magnetic material companies have received export licenses, which is crucial for the production of electric vehicle motors [3] - The recovery of rare earth exports is anticipated to narrow the price gap between domestic and international markets, benefiting the profitability of magnetic material companies [3] Solid-State Battery Industry - The 5th China International Solid-State Battery Technology Conference highlighted advancements in solid-state battery technology and related materials [4] - The industry is experiencing accelerated commercialization, with significant investments and pilot projects from major automotive companies [4] - The solid-state battery sector is expected to see continuous innovation and capacity expansion, with a critical period for industrialization approaching in 2025-2026 [4] Audiovisual Electronics Industry - A joint notification was issued by multiple government departments to promote high-quality development in the audiovisual electronics industry, focusing on new application scenarios [5] - The industry is driven by technological iterations and market demand, with significant growth expected in new display technologies and AI-enhanced audio devices [5] Foldable Smartphone Market - Apple is set to begin production of its first foldable iPhone by late Q3 or early Q4 2025, with initial production estimates in the millions [6] - The foldable smartphone market is viewed as a structural opportunity, with significant growth potential in China, projected to reach 10 million units by 2025, a 53.2% year-on-year increase [6]

中京电子二连板，最新股价9.91元/股。消息面上，三大厂商退出DDR4，存储芯片涨价潮再度来袭。公司主营印制电路板(PCB)的研、产、销。公司 一季度实现营收7.43亿元，同比增长12.19%；归母净利润676.06万元，实现扭亏为盈。 | | | | | | 0月 17日旅行放到年以立新町 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | 收盘价 | 换手率 | 涨停板封单 | 封单资金 连板 | | 涨停原因 | | | | (元) | (%) | (万手) | (亿元) | 大数 | | | 002579 | 中京电子 | 9.91 | 2.63 | 39.53 | 3.92 | 2 | AI眼镜+PCB+小米概念+人形机器人 | | 002207 | 准溫股份 | 10.05 | 15.32 | 12.47 | 1.25 | 5 | 油气服务+订单增长+国企改革 | | 002424 | ST白灵 | 4.39 | 0.38 | 27.18 | 1.19 | 1 | 申请摘帽+苗药龙头+黄连解毒丸 | | 30048 ...

Market Overview - A-shares experienced a noticeable decline today, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down by 0.79%, 1.21%, and 1.36% respectively, while over 4600 stocks fell and around 700 stocks rose [4] Solid-State Battery Sector - The solid-state battery sector showed strength in the morning, with stocks like Nord Shares achieving three consecutive limit-ups, while others such as Xiangtan Electric and Fengyuan Shares also hit the daily limit [3] Oil and Gas Sector - The oil and gas sector rebounded after hitting lows, with stocks like Zhun Oil and Shandong Molong achieving five consecutive limit-ups, and several others including Maohua Shihua and Baomo Shares hitting the daily limit [3][12] - Oil futures rose again, contributing to the overall increase in oil and gas stocks, with oil reform, shale gas, and oil service sectors rising by 2.36%, 2.08%, and 1.73% respectively [12] Natural Gas Sector - The natural gas sector saw significant gains in the afternoon, with stocks like Shouhua Gas and Blue Flame Holdings hitting the daily limit, while others like Tianhao Energy and Changchun Gas also experienced substantial increases [3] Short Drama Sector - The short drama sector experienced a localized surge in the afternoon, with stocks like Zhangyue Technology and Ciweng Media hitting the daily limit, driven by Tencent's recent launch of a new short drama mini-program [10] Stablecoin Sector - Circle, dubbed the "first stablecoin stock," saw a significant increase of over 33%, reaching a new high since its listing, which catalyzed a partial rise in stablecoin concept stocks, although the sector faced a decline later in the day [7] Ant Group and Digital Currency Concepts - Ant Group concept stocks and digital currency stocks both saw declines of 1.97% and 3.03% respectively, despite some initial high openings [8] Middle East Conflict - Ongoing discussions regarding the Middle East conflict, particularly involving Iran and Israel, have led to increased volatility in oil prices and a subsequent rise in oil and gas stocks [12] Fujian Forestry Stocks - Fujian's "three forestry brothers" have shown unusual trading patterns, with stocks like Fujian Jinsen and Yong'an Forestry experiencing erratic movements without clear catalysts [14][15][16]

A股复盘 | 牛市多暴跌 / 2025.06.19 昨天乐了一天，今天直接麻了啊！ 下午这是咋了？难道就是因为美国要袭击伊朗吗？虽然亚太股市、欧股都在跌， 但是我一看以色列是涨的，怎么A股交钱交得这么痛快啊？ 今天一大早，又看到熟悉的华尔街日报的消息了，美国总统特朗普已告诉他的高 级助手， 称他已批准了对伊朗的攻击计划，但暂不下达最终命令， 以观察伊朗 是否会放弃其核计划。特朗普希望通过威胁手段迫使伊朗满足其要求。 开盘后彭博消息又来了！ 美国高级官员正在为未来几天可能对伊朗发动的打击做准备。这些知情人士表 示，局势仍在变化之中，一切都有可能改变。部 分人士指出，可能会在周末发动 打击。另有一名知情人士透露，联邦多个关键机构的高级领导人已开始为攻击做 准备。 大A市场 一怕过节，二怕开会， 三怕出军费 李鲲朗 广东 7分钟前 A股：股民的耶路撒冷 S 山西 13分钟前 真铭记了 俊猛 福建 14分钟前 "上市是起点不是终点，融资是工具不是目的 亏钱是起点还是终点包 观察者网 \ v > 06月18日 19:00 来自 微博视频号 #伊朗 今晚大事#【#伊朗媒体宣告今晚将发生一件大事#】18日,伊朗国家媒体发帖 ...

2025.6.18 市场逻辑精选 特别提示：下文涉及的题材或公司，内容罗列和篇幅长短，与后续涨跌无关，亦均非进行推荐，仅作- 研究辅助。投资者应自主决策,注意风险。 市场热点 , 脑机接口:美股脑再生科技今年涨超460倍,国内行业进展加速 。 驱动: 。中游算法/设备核心公司: 。下游应用核心公司: 二、机会前瞻 新质战斗力:地缘冲突频发,军贸出口受益 份额有望持续提升。 期货:陆家嘴论坛召开在即 三、大涨分析 赢合科技:固态电池交付头部客户 恒基达鑫:原油价格波动带动油运仓储价格上涨 石化仓储：公司核心业务为散装液体仓储，利用自建的储罐、管道、码头及槽罐车装卸台，为客户提- 供汽油、柴油、液化气等综合仓储服务，在珠三角、长三角和华中地区拥有先进的仓储及码头设施,- 是华南及华东地区石化产品仓储的知名企业。 科力远:布局硫化物固态电解质,参编RWA上链技术规范 英派斯:投资李未可,深耕智能运动装备领域 三夫户外:国内户外装备零售龙头 主营户外品牌：公司打造"自有品牌+独家代理品牌"的品牌矩阵，拥有XBIONIC、X-SOCKS等自有品- 牌,独家代理CRISPI、HOUDINI、DANNER等国际户外品牌,经 ...

Market Overview - The market experienced fluctuations with the ChiNext Index leading the decline. Oil and gas stocks surged, with companies like Shandong Molong and Jun Oil reaching their daily limit up. Conversely, the innovative drug sector saw declines, with Changshan Pharmaceutical hitting the daily limit down. Overall, more than 4,600 stocks in the Shanghai and Shenzhen markets were in the red, with a total trading volume of 1.28 trillion [1]. Hot Topics Oil Service Sector - The oil service sector remained active, with Jun Oil and Shandong Molong achieving five consecutive limit ups. On June 19, crude oil futures continued to rise, reaching the highest level since April [4]. - The geopolitical risk of Iran closing the Strait of Hormuz persists, with approximately 11% of global maritime trade passing through this strait, including 34% of maritime oil exports. This situation could lead to a significant impact on global oil trade, suggesting that oil prices may rise amid geopolitical uncertainties [5]. Short Drama Sector - The short drama sector saw a strong performance in the afternoon, with companies like Zhangyue Technology and Ciweng Media hitting their daily limit up. Tencent launched a new mini-program named "Short Drama" following the earlier release of "Mars Viewing Drama" [6]. - According to CITIC Securities, over 80% of the top 50 overseas short drama applications are developed by Chinese companies, indicating a robust international market presence for China's short drama industry [7]. Solid-State Battery Sector - The solid-state battery sector was active again, with companies like Nord and Xiangtan Electrochemical reaching their daily limit up. Upcoming forums and conferences focused on solid-state battery technology are expected to catalyze advancements in the industry [9]. - Dongxing Securities predicts that the solid-state battery sector will see simultaneous revenue and profit growth by 2025, driven by new demand and technological advancements [10]. Other Active Sectors - Other sectors showing activity include blockchain, military industry, and robotics, while sectors like nuclear fusion, rare earth magnets, and innovative drugs faced significant declines [11].

今天A股市场震荡走低，三大指数"跳水"下挫。其中，创新药、核电等方向领跌，机器人、半导体、 PCB等板块盘中活跃。两市成交12506亿，较上一交易日放量595亿。收盘，沪指下跌0.79%，深指下跌 1.21%，创业板指下跌1.36%，市场超4600只个股下跌。 那，两市突然"跳水"大跌，原因是什么呢？我认为有三大原因：1、美联储宣布不降息，美元指数大 涨，股市承压。虽然，市场早有预期这次美联储不会宣布降息，但听鲍威尔讲话的意思，预计未来数月 将出现更多关税驱动的物价上涨，并且预测通货膨胀率为3%，纵然点阵图显示今年降息2次，但可能也 不会降息。受到不降息预期的刺激，美元指数已经突破99了，压制股票市场。 2、PCB概念持续活跃。有机构表示，英伟达GB200/300积极拉货，2025、2026年ASIC迎来爆发式增 长，目前多家AI-PCB公司订单强劲，满产满销，正在大力扩产，二、三季度业绩高增长有望持续。 3、半导体盘中活跃。主要有两方面的原因，一方面是三大巨头，三星、SK海力士、美光宣布停产，另 一方面是国产算力产业链仍在奋力追赶，关键环节处于"强需求、弱供给"的状态，国产化率的提升，刺 激了半导体板块。 ...

A股三大指数今日集体下跌，截至收盘，沪指跌0.79%，深成指跌1.21%，创业板指跌1.36%，北证50指数跌1.98%。全市场成交额 12808亿元，较上日放量591亿元。全市场超4600只个股飘绿。 【5连板】 准油股份、山东墨龙。 【3连板】 诺德股份。 【2连板】 中京电子、逸豪新材（301176）、北方长龙（301357）、时代出版（600551）、长城军工（601606）。 板块题材上，油气、短剧游戏、固态电池、PCB概念板块涨幅居前；核聚变、减肥药板块跌幅居前。 盘面上，油气股午后逆势大涨，山东墨龙（002490）、准油股份（002207）5连板，首华燃气（300483）涨停，短剧游戏板块领涨， 百纳千成（300291）、慈文传媒（002343）涨停。固态电池股活跃，诺德股份（600110）、湘潭电化（002125）、丰元股份 （002805）涨停。AI硬件端局部活跃，中京电子（002579）、凯旺科技（301182）涨停，核电板块跌幅居前，合锻智能 （603011）、旭光电子（600353）跌停，哈焊华通（301137）跌近15%。减肥药概念股集体调整，常山药业（300255）跌停，翰宇药 业 ...

二是市场继续聚焦算力产业链，中际旭创、潍柴重机、鸿博股份等龙头股上涨，新易盛盘中股价创历史 新高。 从市场过往走势看，板块间的高低切换，往往会给指数带来波动。同时，"高位股"巨震，也会压制市场 风险偏好。 这两个因素共振，A股上午调整，截至上午收盘，上证指数下跌0.86%，深证成指下跌 1.01%，创业板指下跌1.1%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3359.78 | 10072.42 | 2032.19 | | -29.03 -0.86% -- | -103.17 -1.01% -- 22.54 -1.10% | | 创新药板块调整 今天上午，创新药板块回调，常山药业迎来"20CM"跌停，翰宇药业等个股大跌。 | | | 创新药 1142.74 -2.11% | | € | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 资金 | 板块分析 | 新闻 | | C展开分析 | | 最新 | 涨幅 ◆ | 流通市值 | | 常山药业 融 300255 | | | 48.40 -20.00% | 443 Z | ...