6月30日，A股市场整体上涨。 截至收盘，上证指数收报3444.43点，上涨0.59%；深证成指收报10465.12点，上涨0.83%；创业板指收 报2153.01点，上涨1.35%。两市合计成交14868.57亿元，较上一交易日减少542.44亿元。 2. 沪深300主力资金净流出近27亿元 沪深300今日主力资金净流出26.76亿元，创业板净流出8.66亿元。 | | | 各板块最近五个交易日主力资金净流入数据(亿元) | | | --- | --- | --- | --- | | 日期 | 沪深300 | 创业板 | 科创板 | | 2025-6-30 | -26.76 | -8. 66 | -9. 17 | | 2025-6-27 | 11.90 | -99. 35 | -3.08 | | 2025-6-26 | -52. 46 | -147. 39 | 1. 39 | | 2025-6-25 | 19.12 | 37. 69 | -14. 67 | | 2025-6-24 | 18. 85 | 29.77 | -12. 35 | | | | 尾盘资金净流入数据(亿元) | | | 2025-6-30 ...

ERN 2 - 1 1 - 1 行业日报 | 北交所 上涨势态延续,锦波生物拟定增引入养生堂 证券研究报告 2025年06月30日 北交所市场点评 -- 20250627 · 核心结论 行情回顾:1)指数层面:6月27日北证A股成交金额达 347.6亿元,较上 一交易日下跌 55.1 亿元,指数收涨 1.06%。2)个股层面:当日北交所 268 家公司中 152 家上涨,7家平盘,109家下跌。其中涨幅前五的个股分别为: 国源科技(16.5%)、天马新材(11.8%)、林泰新材(10.8%)、九菱科 技(10.3%)、雅葆轩(10.2%):跌幅前五的个股分别为:优机股份(-14.8%)、 云创数据(-8.7%)、同辉信息(-8.3%)、方正阀门(-6.8%)、三友科技 (-6.6%)。 | 分析师 | | --- | | 曹森元 S0800524100001 | | 19821289688 | | caosenyuan@research.xbmail.com.cn | | 相关研究 | | 北交所:北证三连阳,情绪高涨,广信科技上 市 - 北 交 所 市 场 点 评 -- 20250625 | | 2025- ...

Group 1 - A total of 122 public fund institutions participated in A-share company research activities last week, covering 112 stocks across 26 Shenwan primary industries, with a total of 491 research instances [1] - 35 stocks received significant attention from public fund institutions, with research instances not less than 5 times, and 4 stocks exceeding 20 research instances [1] - The beauty and personal care sector stock, Shenguan Medical (300888), was the most researched, with 43 instances, involving institutions like Jiashi Fund and China Merchants Fund [1] Group 2 - The non-ferrous metals sector had two stocks, Cangge Mining (000408) and Jinli Permanent Magnet (300748), that attracted at least 11 public fund institutions for research [1] - The mechanical equipment sector received the highest number of research instances at 71, with 17 stocks attracting attention, including Jingzhida and Binglun Environment (000811) [2] - The electronic sector stocks, including Jucheng Co. and Zhongshi Technology (300684), were also favored by public fund institutions for research [2] Group 3 - Huaxia Fund led in research instances with 14, focusing on stocks like Jucheng Co., Jinli Permanent Magnet, and Dadi Bear [3]

国信证券指出，固态电池行业迎来政策与技术双重驱动。工信部首次将全固态电池纳入新产业标准体 系，推动技术迭代与产业化加速。固态电池凭借高能量密度（半固态350-400Wh/kg，全固态超 500Wh/kg）和高安全性优势，在新能源车、消费电子、低空经济等领域应用场景持续拓展。预计2027 年全球固态电池渗透率达3%（76GWh），2030年提升至8%（271GWh），2024-2030年复合增速达 92%。产业链上，硫化物固态电解质成为全固态主流路线，但当前成本较高（数百万元/吨）；硅基负 极作为中短期解决方案，2025年产能将集中释放。设备环节因干法电极、等静压等新工艺需求迎来增量 空间。 机械ETF跟踪的是细分机械指数，该指数由中证指数有限公司编制，从沪深市场中选取涉及工程机械、 工业机器人等领域的上市公司证券作为指数样本，以反映机械设备行业细分领域内优质企业的整体表 现。该指数具有较强的行业代表性，适合关注机械设备行业发展的投资者。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供 ...

[晨会纪要 Table_NewTitle] 20250630 重点推荐 财经要闻 [Table_Reportdate] 2025年06月30日 [证券分析师： Table_Authors] 刘思佳 S0630516080002 liusj@longone.com.cn 证券分析师： 王洋 S0630513040002 wangyang@longone.com.cn 联系人： 李嘉豪 lijiah@longone.com.cn 晨 会 纪 要 证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 [table_summary] ➢ 1.商品周期与工业企业利润——资产配置周报（2025/06/23-2025/06/27） ➢ 2.寒武纪（688256）:云边端共铸国产算力脊梁，软硬件同迎寒武破晓时代——公司深度 报告 ➢ 3.关税影响显现，营收利润率拖累明显——国内观察：2025年5月工业企业利润数据 ➢ 4.1-5月外销表现优于内销，重视具身智能率先落地物流场景机遇——机械设备行业简评 ➢ 1.中国人民银行货币政策委员会召开2025年第二季度例会 ➢ 2.李强主 ...

Summary of Key Points Core Viewpoint - As of June 27, the total margin financing and securities lending balance on the Beijing Stock Exchange reached 5.774 billion yuan, marking an increase of 7.5182 million yuan from the previous trading day, with the financing balance increasing for five consecutive trading days [1]. Financing and Margin Trading - The financing balance was 5.773 billion yuan, up by 7.3308 million yuan, while the securities lending balance was 923,700 yuan, increasing by 187,500 yuan [1]. - The stocks with the highest financing balances included Jinbo Biological (293 million yuan), Airong Software (173 million yuan), and Better Energy (154 million yuan) [1]. - The average financing balance as a percentage of market capitalization for these stocks was 1.11%, with the highest ratios seen in Shengye Electric (3.67%), Tiangang Co. (3.66%), and Hechang Polymer (2.74%) [1]. Sector Performance - In terms of industry statistics, the computer, machinery equipment, and power equipment sectors had the most stocks with net financing purchases exceeding 1 million yuan, with 9, 6, and 5 stocks respectively [2]. - On June 27, stocks with net financing purchases over 1 million yuan had an average increase of 0.06%, with notable gainers including Tianma New Materials (up 11.84%), Yabo Xuan (up 10.21%), and Jinbo Biological (up 8.67%) [2]. Trading Activity - The weighted average turnover rate for stocks with net financing purchases over 1 million yuan was 6.70%, with the highest turnover rates seen in Youji Co. (37.19%), Patel (34.20%), and Weimao Electronics (31.10%) [2]. - The average daily turnover rate for stocks on the Beijing Stock Exchange was 5.98% [2]. Notable Stocks - The stocks with the largest increases in financing balance on June 27 included Jinbo Biological (up 2,059.22 million yuan), Shuguang Digital Creation (up 948.79 million yuan), and Weimao Electronics (up 910.57 million yuan) [2][3]. - Stocks with significant net selling included Liandi Information (net sell of 11.5531 million yuan), Changhong Energy (net sell of 10.012 million yuan), and Shengye Electric (net sell of 7.5067 million yuan) [1]. Additional Insights - The report highlights the active trading environment on the Beijing Stock Exchange, with a focus on stocks that are attracting significant financing interest, indicating potential investment opportunities in these sectors [2][3].

Core Insights - The latest financing balance of the ChiNext market is 354.57 billion yuan, with a week-on-week increase of 203 million yuan, indicating a positive trend in financing activities [1] - A total of 470 stocks in the ChiNext saw an increase in financing balance, with 24 stocks experiencing a growth rate exceeding 10% [1][2] - The average increase in stock prices for those with financing balance growth over 10% was 3.86%, with notable performers including Lian Te Technology and Xin Heng Hui [2] Financing Balance Growth - The stock with the highest increase in financing balance is Zhonglun New Materials, which saw a 49.88% increase, bringing its latest financing balance to 110.51 million yuan [3] - Other significant gainers include Weiteou and Kaige Precision Machinery, with increases of 38.60% and 32.72% respectively [3] - The total financing balance for ChiNext stocks reached 355.56 billion yuan, marking a continuous increase over five trading days [1][2] Stock Performance - Among the stocks with over 10% financing balance growth, 17 stocks rose on the day, with two hitting the daily limit up [2] - Stocks with the highest price increases included Lian Te Technology (17.37%), Xin Heng Hui (14.00%), and Kaige Precision Machinery (6.09%) [2] - Conversely, stocks with notable declines included Xin Hongye and Jun Ting Hotel, with decreases of 6.49% and 3.76% respectively [2] Financing Balance Decline - A total of 463 stocks experienced a decline in financing balance, with 12 stocks seeing a decrease of over 10% [4] - The stock with the largest decline was Hengyu Xintong, which saw a 23.06% drop in financing balance, bringing it to 14.38 million yuan [4] - Other significant decliners included Zhengqiang Co. and Huaren Health, with decreases of 21.48% and 18.85% respectively [4]

Group 1 - The core viewpoint of the articles highlights the financial performance and market activity of Chengdu Zhonghuan Fluid Control Equipment Co., Ltd, indicating a positive growth trajectory in revenue and net profit [2][3] - As of June 27, the company had a financing balance of 4.82 million yuan, which accounts for 0.33% of its market capitalization, indicating a relatively high level of financing activity compared to the past year [1] - The company's main business segments include valve actuators (41.05%), skid-mounted equipment (24.49%), and wellhead safety control systems (21.28%), showcasing a diversified revenue stream [1] Group 2 - For the first quarter of 2025, Zhonghuan achieved operating revenue of 41.18 million yuan, representing a year-on-year growth of 27.02%, and a net profit attributable to shareholders of 12.79 million yuan, reflecting a significant increase of 90.33% [2] - The company has distributed a total of 109 million yuan in dividends since its A-share listing, with 82.84 million yuan distributed over the past three years [3] - The number of shareholders decreased by 5.27% to 5,270, while the average circulating shares per person increased by 145.41% to 18,778 shares [2]

证 券 研 究 报 告 机械行业周报（20250623-20250629） 推荐（维持） 重视机器人场景落地，关注 AI 相关装备 重点公司盈利预测、估值及投资评级 | 简称 | 股价（元） | | EPS（元） | | | PE（倍） | | PB（倍） | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | 2025E | | | 汇川技术 | 63.82 | 2.12 | 2.55 | 3.01 | 30.14 | 25.05 | 21.19 | 5.23 | 强推 | | 法兰泰克 | 9.32 | 0.60 | 0.76 | 0.94 | 15.55 | 12.18 | 9.88 | 2.12 | 强推 | | 信捷电气 | 54.27 | 1.83 | 2.30 | 2.78 | 29.61 | 23.62 | 19.51 | 3.42 | 强推 | | 欧科亿 | 18.24 | 0.71 | 1.02 | ...

北交所策略专题报告 北 交 所 研 究 北 交 所 策 略 专 题 报 相关研究报告 《阅兵官宣展示新域新质战力，关注 北交所国防力量—北交所策略专题报 告》-2025.6.29 《持续中标国家电网项目、1 项国标获 准发布，2024 电力电缆营收+22%—北 交所信息更新》-2025.6.28 《新能源与无人驾驶技术赋能高毛利 新品，矿卡龙头打开增长空间—北交 所公司深度报告》-2025.6.27 优质资产价值发现 2025 上半年北交所出圈，北证专精特新指数将于 6 月 30 日发布 ——北交所策略专题报告 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 专题：2025 上半年北交所出圈，优质资产价值发现与成为投资新大陆 北交所和中证指数有限公司将于 2025 年 6 月 30 日正式发布北证专精特新指数 （899601），为市场提供多维度投资标的和业绩基准。从北交所 2025 上半年行情 来看，2025 年 1 月以来北证 50 指数开始快速增长，至 3 月 18 日到达 1411.88 点， 虽然在 4 月短期受市场影响出现快速下滑后，随后北证 50 逐 ...