证券时报记者 陈见南 7月2日，A股海洋经济板块大幅拉升，中证海洋经济指数盘中最高上涨2.81%，收盘上涨1.65%。海洋经济概念股 掀起涨停潮，克莱特30%涨停，国联水产20%涨停，大连重工、獐子岛、亚星锚链、振华重工、巨力索具等10余只 个股10%涨停。 7月1日，中央财经委员会第六次会议召开，会议指出，推进中国式现代化必须推动海洋经济高质量发展，走出一 条具有中国特色的向海图强之路。会议提出，要做强做优做大海洋产业，推动海上风电规范有序建设，发展现代 化远洋捕捞，发展海洋生物医药、生物制品，打造海洋特色文化和旅游目的地，推动海运业高质量发展。要加强 海湾经济发展规划研究，有序推进沿海港口群优化整合。 海洋经济持续受到政策关注。今年的政府工作报告首次将"深海科技"纳入新兴产业重点领域，标志着这一战略性 产业正式进入国家顶层设计框架。 《广东省促进海洋经济高质量发展条例》今年7月1日起正式施行，这是广东首部关于促进海洋经济发展的地方性 法规。《上海市海洋产业发展规划（2025—2035）（征求意见稿）》日前发布，其中提到，拟制定出台《上海市 海洋经济促进条例》，探索组建海洋产业发展集团。《浙江省海洋科技创新 ...

摘要 1、今天，A股三大指数集体下跌，创业板指跌超1%，科技板块下跌，发生了什么？ 2、 中国经济"半年报"即将发布，外资纷纷上调 今明两年的中国经济增速预测，看好这些板块。 3、 A股周期板块逆势上涨，后市风格会切换吗？基金该如何做好配置应对波动？ 真话白话说财经，理财不说违心话 --这是第1378 篇白话财经- - 今天，A股三大指数集体收跌，创业板指跌幅超过了1%，有超3200只个股下跌。 （图片来源：东方财富APP，统计截至2025/7/2，不作投资推荐） 两市成交额出现缩量，为1.38万亿元，盘面上，钢铁、光伏、煤炭等周期板块逆势上涨，通信、军工、半导体等板块跌幅居前。 分析人士认为， 预计短期A股市场以稳步震荡上行为主，仍需密切关注政策面、资金面以及外盘的变化情况。 A股下跌原因，依然有积极信号 虽然 今日市场出现调整，但结构性机会和积极信号依然存在。 1、A股下跌原因。 科技板块拖累 ：AI算力硬件、消费电子等泛科技领域回调，部分高估值题材股遭资金抛售，影响了情绪，对创业板指也造成了拖累。 外围市场传导 ：隔夜美股纳指下跌0.82%，特斯拉因政策风险跌超5%，间接压制A股新能源及科技板块。 资金 ...

Core Viewpoint - The steel industry is experiencing a significant price increase due to production cuts driven by environmental regulations and government policies aimed at eliminating outdated capacity. This has led to a reduction in steel output expectations, particularly in Tangshan, where a 30% production cut has been mandated from July 4 to July 15. The market anticipates further impacts on steel production as a result of these measures [1][3]. Group 1: Steel Industry Insights - The recent meeting of the Financial and Economic Committee emphasized the need to push for the elimination of outdated production capacity, directly influencing the steel market [1]. - Tangshan steel mills have received directives for a 30% production cut, which is expected to significantly lower steel inventories and production levels [1]. - The China Iron and Steel Association reported that steel billet exports in the first four months of 2025 have already surpassed the total for 2024, prompting suggestions for export restrictions [1]. - A total of approximately 30 million tons of production cuts have been ordered for the year, coinciding with a seasonal demand lull, which has heightened market expectations for reduced steel output [1]. Group 2: Market Reactions and Trends - Longjiang Securities noted that administrative production cuts could act as a bullish option for the steel sector, particularly in July, which is traditionally a slow season for demand [3]. - The announcement of production cuts in the photovoltaic glass sector has also led to significant price increases in that market, indicating a broader trend of supply-side reforms impacting various sectors [3]. - The steel sector saw a strong rally in stock prices, with companies like Liugang and Chongqing Steel hitting their daily price limits amid these developments [9][10]. Group 3: Broader Economic Context - The overall A-share market experienced a decline, with major indices falling and a significant number of stocks trading lower, reflecting broader economic pressures [9]. - The government is expected to focus on structural adjustments across multiple industries, including steel, refining, and new energy sectors, as part of its economic strategy [7]. Group 4: Investment Trends - Institutional investors have begun to sell off some positions in response to the recent price increases in steel, indicating a cautious approach to the current market dynamics [1][4]. - The market's reaction to production cuts in both the steel and photovoltaic sectors suggests a growing trend towards supply-side management as a means to stabilize prices and manage excess capacity [3].

A股三大指数今日集体下跌，截至收盘，沪指跌0.09%，深成指跌0.61%，创业板指跌1.13%，北证50指数跌1.23%。全市场成交额14051亿元， 较上日缩量914亿元。全市场超3200只个股下跌。 盘面上，早盘海洋经济相关板块率先启动，海工装备板块集体爆发10余股涨停。光伏板块和钢铁板块午后迎来拉升，多只个股封板涨停。算力硬件 板块集体走低。 值得一提的是，今日期货市场行情和A股市场行情共振明显，期货市场多晶硅涨停，玻璃涨6.12%，碳酸锂涨3.36%，螺纹钢涨2.51%。 01 钢铁板块午后暴力拉升 钢铁板块午后集体沸腾，重庆钢铁，柳钢股份，武进不锈纷纷涨停，首钢股份，鞍钢股份，酒钢宏兴等多股跟涨。 | 直庆钢铁 | | | | | | --- | --- | --- | --- | --- | | 601005 已收盘 07-02 15:00:00 北京 | | | | | | 1.41 +0.13 +10.16% | | 15.37万人加自选 同创建 > | | | | | | CN 融 通 L1 | | | | 高 1.41 量 474.91万手 开 1.28 | | 总市值 124.81亿 | ...

7月2日，沪深两市双双收跌，成交量有所萎缩。板块方面钢铁、光伏设备涨幅居前，元件、通信设备板 块跌幅居前。人气股方面亚星锚链（601890）收于涨停，安妮股份（002235）、长城军工（601606）跌 幅居前。下面是今日十大人气股排名的详细情况。 | 7.2沪深两市 十大人气股排名 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 涨跌幅 | | 个股人气排名 股票代码 | 证券简称 | 收盘价 | (%) | 人气值 | | 002198 | 1 | | 好上好 | 35.16 | 4.77 | 1,069.62万 | | 红宝丽 | 2 | 002165 | | 10.8 | 6.82 | 551.33万 | | 18.82 | 3 | 002104 | 恒宝股份 | | -1.57 | 522.65万 | | 002235 | 4 | | 安妮股份 | 10.49 | -10.03 | 462.83万 | | 29.6 | 5 | 601606 | 长城军工 | | -7.38 | 407.88万 | | 600589 | 6 | ...

A股三大指数今日集体下跌，截至收盘，沪指跌0.09%，深成指跌0.61%，创业板指跌1.13%，北证50指 数跌1.23%。全市场成交额14051亿元，较上日缩量914亿元。全市场超3200只个股下跌。板块题材上， 光伏、钢铁、养殖、代糖、煤炭、海工装备板块涨幅居前；算力硬件、半导体、军工装备、脑机接口、 数字货币、多元金融板块跌幅居前。盘面上，光伏板块集体大涨，双良节能（600481）、亿晶光电 （600537）、凯盛新能（600876）多股封板涨停。钢铁板块午后强势拉升，柳钢股份（601003）、重庆 钢铁（601005）、首钢股份（000959）涨停。海工装备板块集体爆发，深水海纳（300961）、大连重工 （002204）、巨力索具（002342）等10余股涨停。算力硬件板块集体走低，博敏电子（603936）、科翔 股份（300903）、旭光电子（600353）跌幅居前。军工板块午后低迷，内蒙一机（600967）跌停，北方 长龙（301357）、恒宇信通（300965）跌超10%。脑机接口板块集体调整，翔宇医疗、爱朋医疗 （300753）、创新医疗（002173）纷纷下挫。 ...

Core Viewpoint - The article discusses the contrasting performance of cyclical sectors and technology stocks, highlighting a rebound in cyclical sectors such as banking, non-ferrous metals, liquor, and new energy, while technology stocks, particularly in the semiconductor and AI hardware sectors, experienced a pullback [1][4]. Group 1: Banking Sector - The banking sector saw significant gains, with stocks like China Construction Bank and Shanghai Pudong Development Bank reaching new historical highs [2]. - The stock of Changxin Bochuang (300548), a leader in AI hardware, initially dropped over 4% but later rebounded to close up 2.28%, also hitting a historical high during the session [2]. Group 2: Marine Economy - The marine economy sector showed strong performance, with sub-sectors such as marine engineering equipment, oil and gas extraction, aquaculture, and wind power experiencing notable increases [6]. - A surge in marine engineering equipment stocks was observed, with companies like Deepwater Haina and Daye Intelligent hitting the 20% daily limit up [6][8]. - Recent government meetings and policy announcements indicate a push towards developing a modern marine industry system, with a focus on various marine-related sectors [8][9]. Group 3: Consumer Sector - The consumer sector rebounded, particularly in the sugar substitute concept, with stocks like Sanyuan Biological and Bolingbao seeing significant gains [11]. - The liquor sector also performed well, with major brands like Moutai, Wuliangye, and Luzhou Laojiao all experiencing increases, and the stock of Jiu Gui Jiu rising over 7% [11][15]. - Analysts suggest that the liquor sector is currently at a historically low valuation, presenting potential bottom-fishing opportunities, especially for high-end brands and resilient regional leaders [15].

昨日，中央财经委员会第六次会议召开，强调推动海洋经济高质量发展，要更加注重创新驱动，更加注重高效协同，更加注重产业更新，更加注重人海和 谐，更加注重合作共赢。 今日，海工装备板块掀涨停潮，克莱特涨超27%，深水海纳、大烨智能20CM涨停，坤博精工涨超17%，中科海纳涨超14%，派特尔涨超12%，大连重工、冰 山冷热、神开股份、亚星锚链、振华重工、南方路机、巨力索具、海利得、南山控股涨停，海兰信涨超9%，海默科技、博亚精工涨超8%。 | 代码 | 名称 | . | 现价 涨幅� | 总市值 | 总金额 | 换手 | | --- | --- | --- | --- | --- | --- | --- | | 831689 克莱特 | | | 55.40 +27.47% | 40.66亿 | | 7.81 乙 38.70% | | 300961 深水海纳 | | | 21.66 +20.00% | 38.40亿 | | 4.95亿 15.26% | | 300670 大烨智能 | | | 7.86 +20.00% | 24.91 乙 | | 3.75 乙 21.64% | | 873570 坤博精工 | | | 5 ...

A股三大指数早盘集体下跌，截至午盘，沪指跌0.04%，深成指跌0.42%，创业板指跌0.84%，北证50指数跌0.94%。全市场半日成交额 8674亿元，较上日缩量1138亿元。全市场超3200只个股下跌。 板块题材上，海工装备、养殖业、光伏、有色金属板块涨幅居前；算力硬件、半导体、脑机接口、多元金融板块跌幅居前。 盘面上，海工装备板块集体爆发，深水海纳（300961）、大连重工（002204）、神开股份（002278）等10余股涨停。光伏概念股盘中 拉升，亿晶光电（600537）、欧晶科技（001269）、亚玛顿（002623）涨停。银行板块延续活跃，建设银行、浦发银行再创新高。有 色金属板块表现活跃，精艺股份（002295）涨停，紫荆矿业创新高。算力硬件、半导体等科技股集体走低，蓝箭电子（301348）、台 基股份（300046）、科翔股份（300903）跌幅居前。多元金融、数字货币板块表现低迷，爱建集团（600643）跌停，弘业期货 （001236）、翠微股份（603123）、拉卡拉（300773）纷纷走弱。 涨停天梯榜： NO.2 【核电】 板块内10家涨停，3只连板股，最高连板数为3天3板，涨停股代 ...

据新华社，7月1日，中央财经委员会第六次会议指出，推动海洋经济高质量发展，要加强顶层设 计，加大政策支持力度，鼓励引导社会资本积极参与发展海洋经济。要提高海洋科技自主创新能力， 强化海洋战略科技力量，培育发展海洋科技领军企业和专精特新中小企业。 要做强做优做大海洋产业，推动海上风电规范有序建设，发展现代化远洋捕捞，发展海洋生物医药、 生物制品，打造海洋特色文化和旅游目的地，推动海运业高质量发展。要加强海湾经济发展规划研 究，有序推进沿海港口群优化整合。要加强海洋生态环境保护，接续实施重点海域综合治理，积极推 进海域分层立体利用，探索开展海洋碳汇核算。要深度参与全球海洋治理，加强全球海洋科研调查、 防灾减灾、蓝色经济合作。 7月2日，海洋经济概念股持续走强，深海科技、海工装备等细分赛道强势领涨，截至发稿，深水海 纳、大烨智能等20%涨停，巨力索具、神开股份、东方海洋、振华重工等多股涨停，国联水产、中 科海讯等多股涨超10%。 海工装备板块 ...