Group 1 - A-share market is supported by the upcoming Lujiazui Forum, with financial sectors showing strength, indicating potential policy speculation [1] - Tensions in the Middle East are escalating, with Israeli Prime Minister Netanyahu stating that actions against Iran will continue, and Trump leaving the G7 summit early due to the situation, heightening market anxiety [1][3] - Despite initial strength in gold and oil prices, the market remains skeptical about further deterioration in the Middle East, leading to a reduction in price increases [3] Group 2 - The market is experiencing conflicting messages regarding potential talks and military actions, particularly affecting international oil trading strategies [5] - A notable trend in A-shares is the "end-of-month effect," where high-flying stocks often see profit-taking as the month closes, suggesting caution for investors [7] - The stock of Brain Rejuvenation Technology (RGC.US) surged by 283%, reaching a market cap of over $29.6 billion, significantly impacting related sectors in A-shares [8] Group 3 - New tax refund policies for overseas travelers in Dalian and Hubei are set to take effect in July 2025, which could influence retail sectors [10] - Micron has announced plans to halt production of DDR4/LPDDR4 chips, indicating a supply-demand imbalance in the memory market, which may affect related stocks [12] - The solid-state battery sector is gaining traction, with several companies experiencing significant stock price increases due to strong demand and positive market sentiment [18][17] Group 4 - The coal, public utilities, oil and petrochemicals, transportation, and retail sectors are leading in performance, while pharmaceuticals, beauty care, media, textiles, and light manufacturing are lagging [20] - The human brain engineering sector saw a rise of 3.34%, while the innovative drug sector experienced a decline of 2.81%, reflecting market volatility [21]

Group 1 - The stock of Jinbo Co., Ltd. (688598) has a comprehensive score of 37.15, indicating a weak performance [1] - The main cost analysis shows that the current main cost is 23.09 CNY, with a 5-day average of 23.08 CNY, a 20-day average of 24.17 CNY, and a 60-day average of 25.67 CNY [1] - Over the past year, the stock has not experienced any limit-up or limit-down events [1] Group 2 - On June 17, 2025, the net inflow of main funds was 2.18 million CNY, accounting for 2% of the total transaction volume [2] - The stock has a short-term resistance level at 23.73 CNY and a support level at 22.62 CNY, while the mid-term resistance is at 26.85 CNY and support at 22.62 CNY [2] - The stock is associated with sectors such as photovoltaic equipment (0.24%), solid-state batteries (1.05%), lithium batteries (0.48%), and new materials (-0.23%) [2]

一、行情回顾 市场全天窄幅震荡，三大指数小幅下跌。脑机接口概念全天强势，爱朋医疗、创新医疗、南京熊猫等涨停。油气股再度大涨，通源石油、山东墨龙、准油股 份均3连板。核污染防治概念股走强，中核科技涨停。下跌方面，创新药概念冲高回落，科兴制药跌超10%。个股跌多涨少，沪深京三市超2900股飘绿，今 日成交1.24万亿。 二、当日热点 1.脑科学 脑科学板块今日大涨，爱朋医疗、创新医疗等一字板，南京熊猫、麒盛科技等涨停。 隔夜美股脑再生科技暴涨283%，盘中多次熔断。该股年内累计涨超50倍。 此外，据央视新闻报道，近日，中国科学院脑科学与智能技术卓越创新中心联合复旦大学附属华山医院，与相关企业合作，成功开展了我国首例侵入式脑机 接口的前瞻性临床试验。该成果标志着我国在侵入式脑机接口技术上成为全球第二个进入临床试验阶段的国家。 | 股票名称 | 最新价 = | 涨跌幅 = | 涨停时间 ◆ | 换手率 | | --- | --- | --- | --- | --- | | 爰朋医疗 300753.SZ | 33.08 | +19.99% | 09:25:00 | 18.10 | | 创新医疗 002173.SZ | ...

今日A股与港股呈现窄幅震荡格局，两市主要指数表现均显平淡。 A股方面，上证指数午盘微跌0.19%报3382.14点，深证成指持平，创业板指小幅下挫0.14%，北证50逆 势上涨0.58%，科创50则调整0.85%，市场半日成交约7902亿元，较上日略有缩量。 港股市场，恒生指数微跌0.13%报24028.83点，恒生科技指数和国企指数分别小幅下行0.06%、0.23%， 半日成交额约1081亿港元。 展望后市，宏观环境与政策动向仍是关键。国内5月工业增加值、消费数据保持稳健增长，高端制造、 数字经济等新动能持续壮大，为市场提供基本面支撑；央行本月两度开展买断式逆回购操作，净投放 2000亿元，流动性环境整体充裕。外围方面，美联储本周货币政策会议虽大概率维持利率不变，但9月 降息预期升温可能影响全球风险资产定价；同时，沪港金融中心协同发展行动方案即将签署，或进一步 强化两地市场联动。 短期来看，市场或延续震荡轮动态势。A股创新药与新消费等高位主题波动加剧，港股医疗板块也面临 估值消化压力。科技领域虽出现超跌反弹中断，但AI算力、固态电池、商业航天等硬科技方向仍被机 构视为中期布局重点。随着全球高速铜缆创新技术大 ...

再来说说数字货币。拉卡拉和四方精创这俩老熟人又双叒涨停了，拉卡拉跨境交易金额同比暴涨85%，业务都覆盖100多个国家了。四方精创更狠，直接参 与了多国央行数字货币的互联互通项目，连东南亚5国的跨境支付系统都要接入它。这可不是简单的跟风炒作，央行数字货币跨境应用已经进入全面深化阶 段，政策红利实实在在摆在那儿。不过咱们得盯着点，那些纯蹭概念的公司，很可能是"虚胖"，得用显微镜筛筛基本面。 各位老铁，我是你们的财经老炮儿帮主郑重。又到了午盘收评时间，今天这市场走得可真有意思——沪指像坐滑梯似的跌了0.19%，深成指和创业板指也跟 着晃悠，但北证50却逆势大涨，简直是冰火两重天。更刺激的是，脑机接口概念直接"炸锅"，爱朋医疗、南京熊猫这些票直接封死涨停，而减肥药板块却集 体"跳水"，科兴制药直接跌超10%。这行情看得人眼花缭乱，咱们得好好捋一捋。 先说脑机接口这波爆发。最近政策端可是火力全开，湖北医保局率先给脑机接口服务定价，国家药监局也在紧锣密鼓制定行业标准，直接把这条赛道推进 了"快车道"。腾讯刚拿下运动控制专利，北京脑科学研究所的"北脑一号"都已经完成3例人体植入了。这哪是炒概念啊，分明是技术落地的号角已经吹 ...

6月17日，A股早盘窄幅震荡，截至午间收盘，沪指跌0.19%，深成指平收，创业板指跌0.14%。 点评：消息面上，Meta与知名运动品牌Oakley合作开发的智能眼镜产品即将正式发布。华鑫证券表示， 智能眼镜销量大涨，带动产业链上下游各个环节业务量快速上升。近两年，国内智能眼镜关键技术不断 成熟，产业链持续完善。 3、固态电池概念拉升 东吴证券认为，当前市场处于存量博弈的状态，表现相对无序。从短期来看，"电风扇"式的主题轮动仍 将持续。在"电风扇"式的轮动行情中，把握高切低节奏是获取超额收益的关键，而当前创新药、新消费 等热门主题可能已经阶段性见顶。创新药、新消费见顶后，建议关注AI推理算力及应用、可控核聚 变、军工、商业航天、固态电池及深海科技等泛科技方向机会。 盘面上，热点轮动较快，脑机接口概念爆发，爱朋医疗、创新医疗等多股涨停；消费电子板块走强， AI眼镜方向领涨，英派斯等涨停；油气板块探底回升，准油股份、山东墨龙走出3连板；固态电池概念 拉升，赢合科技20%涨停；此外，稳定币、创新药等多个近期反复活跃的热点冲高回落，港口航运、农 药、核电、养殖、零售等板块盘中亦有所表现。下跌方面，新消费方向集体调整， ...

智通财经6月17日电，市场早盘窄幅震荡，三大指数小幅下跌。沪深两市半日成交额7715亿，较上个交 易日缩量166亿。盘面上热点快速轮动，个股跌多涨少，全市场超3000只个股下跌。从板块来看，脑机 接口概念股集体大涨，爱朋医疗等涨停。固态电池概念股震荡走强，赢合科技等涨停。稳定币概念股反 复活跃，恒宝股份再度涨停。下跌方面，创新药概念股冲高回落，科兴制药跌超10%。板块方面，脑机 接口、固态电池、AI眼镜、移动支付等板块涨幅居前，影视、创新药、IP经济、军工等板块跌幅居前。 截至收盘，沪指跌0.19%，深成指跌0.00%，创业板指跌0.14%。 午评：沪指半日跌0.19% 脑机接口概念股集体大涨 ...

Market Overview - The three major A-share indices experienced collective adjustments, with the Shanghai Composite Index down by 0.19%, the Shenzhen Component Index flat, and the ChiNext Index down by 0.14% [1] - The total market turnover for the half-day session was 790.2 billion yuan, a decrease of 15.3 billion yuan compared to the previous day [1] - Over 3,000 stocks in the market were in the red [1] Sector Performance - The brain-computer interface, oil and gas, digital currency, and solid-state battery sectors saw the highest gains [2] - The brain-computer interface concept led the gains, with stocks like Aipeng Medical, Nanjing Panda, Innovation Medical, and Rongtai Health hitting the daily limit [2] - The digital currency sector remained active, with stocks such as Chuangshi Technology and Hengbao shares also hitting the daily limit, while Lakala and Sifang Jingchuang rose over 10% [2] - The solid-state battery sector also performed well, with Yinghe Technology and Keli Yuan reaching the daily limit [2] - The weight loss drug sector led the declines, with Kexing Pharmaceutical dropping over 10% [2] - The IP economy concept stocks collectively adjusted, with several stocks like Hars and Bai Xinglong falling over 5% [2] Notable Stocks and Trends - The top gainers included companies like Xiexin Energy Technology and Zhun Oil, which achieved three consecutive limit-ups [4] - Companies such as Beida Pharmaceutical and Hengbao shares recorded two consecutive limit-ups [5] - The e-commerce sector had nine stocks hitting the daily limit, with Shandong Molong and Zhujiang Piano being notable representatives [6] - The robotics concept saw seven stocks hitting the daily limit, with Gaole shares and Rongtai Health being key players [7] - The Huawei concept also had six stocks hitting the daily limit, including Xiexin Energy Technology and Hengbao shares [8] Innovation Drug Sector - The National Medical Products Administration plans to clarify the category of drugs that will be included in the 30-day review and approval channel for clinical trials of innovative drugs, aiming to support the development of innovative drugs based on clinical value [9] Digital Currency Sector - Circle's stock in the US saw a significant increase, rising nearly 21% and reaching a historical high, with a cumulative increase of over 420% since its listing [10] Brain-Computer Interface Sector - The first brain-computer interface outpatient clinic in Central China has been established, providing technical evaluation and treatment consultation for patients, which may be included in clinical trial queues for cutting-edge treatments [11] - The brain-computer interface industry is expected to grow rapidly, with McKinsey predicting a market size of $40 billion in the medical field by 2030 and potentially exceeding $145 billion by 2040 [12]

由 DT新材料 主办的 2025第四届固态电池大会暨硅基负极产业创新大会 即将于 7 月 3 - 5 日在 宁波东港喜来登大酒店 召开。 本届大会 以" 聚产业链升级 助商业化加速 " 为主题，聚焦 固态电池 和 硅基负极 两大 超级风口，促进电池产业链的全面升级和转型。论坛邀请了 邹如强、周豪慎、吴忠帅、 黄少铭、吴凡、郭孝东 等知名专家学者，以及 吉利汽车、广汽埃安、东风汽车、国轩高 科、孚能科技、金羽新能、固芯能源、索理德、物科金硅 等新能源汽车领域知名企业和 新一批领先的固态电池和硅基负极企业。众多专家与企业高层齐聚甬城，共探新能源电池 领域前沿技术与产业发展趋势。 欢迎扫码报名 大会日程 | 7月3日(星期四) | | | | --- | --- | --- | | 13:00-20:00 | 大会签到、注册 | 1F酒店大堂 | | 7月4日(星期五) | | | | 08:50-12:00 | 开幕式 / 大会报告 | 3F东港厅 | | 12:00-14:00 | 1 自助午餐 | 1F咖啡厅 | | 14:00-17:30 | 会场一:固态电池大会 | 3F东港1厅 | | 会场二:硅基负极 ...

点击注册小程序 查看完整报告 3、投资方面： （1）虚拟电厂：作为电力需求侧响应重要组成，通过资源聚合和数字技术控制，可有效压低电力负荷曲线峰 值。 （2）风电：136号文重塑新能源装机逻辑，因风电出力曲线较优，风电电站销售有望回暖、风机制造利润有望 修复。 （3）储能及电力设备：25年可继续重点关注欧洲大储、东南亚工商储、非洲离网储的高增，短期重点关注户 储月度数据环比提升。 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 整体观点： 1、2025年6月-7月欧盟委员会为制定首个聚变能源战略展开为期4周的征求意见，这有望强化欧洲在ITER项目 的研发主导地位、加强与中美日英的聚变战略竞争中的优势，并吸引社会投资，明确发展路径。6月10日《人 民日报》头版刊发对话任正非文章，在问答中任正非表述"核聚变可 ...