Group 1 - The Ministry of Transport emphasizes the need to implement the State Council's executive meeting spirit and the requirements of the "Implementation Plan for Further Improving the Credit Repair System" [1] - The ministry plans to expedite the formulation of a management method for the list of seriously untrustworthy entities in the transportation sector [1] - A unified industry credit repair system will be established to create a new regulatory mechanism based on credit in the transportation sector [1] Group 2 - The initiative aims to promote the construction of a unified and open transportation market [1]

与4月比较，5月综合消费物价指数下跌0.05%。食物及非酒精饮品(-0.03%)大类的价格指数环比下跌， 主要是水果、鲜鱼、海产、食用油和蔬菜价格下调所致。复活节假期过后机票和酒店房价回落，以及旅 行团收费下调，令运输(-0.56%)和康乐、体育及文化(-0.42%)大类录得环比跌幅。衣履(+0.71%)和家居设 备及服务(+0.28%)大类的价格指数环比则上升。甲类及乙类消费物价指数分别下跌0.04%及0.06%。 智通财经APP获悉，澳门统计暨普查局资料显示，2025年5月综合消费物价指数同比上升0.19%，环比则 下跌0.05%;至今年5月为止的十二个月，综合消费物价平均指数较一年前同期(2023年6月至2024年5月) 上升0.38%。 至今年5月为止的十二个月，综合消费物价平均指数较一年前同期上升0.38%。各大类价格指数中，录 得较大升幅的有杂项商品及服务(包括个人护理、保险和首饰及钟表等，+2.41%)、教育(+1.9%)和医疗 (+1.44%)，而运输(-2.87%)和信息及通讯(-1.34%)的价格指数则下跌。甲类及乙类消费物价平均指数分别 上升0.35%及0.39%。 与去年同月比较，民生 ...

Economic Overview - Guangdong's economy is operating steadily with macro policies working in coordination as of May [2] - The industrial production shows stable growth with a 3.5% year-on-year increase in industrial added value from January to May, an improvement of 0.1 percentage points compared to the previous period [2] Industrial Performance - Significant growth in specific products: civil drones (113.0%), flat panel displays (102.3%), and servers (510.0%) in May [2][3] - The manufacturing sector grew by 4.0%, while mining decreased by 1.7% and electricity, heat, gas, and water supply fell by 0.2% [2] Service Sector Growth - The service sector's revenue reached 1.87 trillion yuan from January to April, with a year-on-year growth of 7.8%, an increase of 0.2 percentage points from the first quarter [4] - Key areas such as transportation, information technology services, and business services contributed significantly to this growth [4] Consumer Market Trends - Retail sales of consumer goods totaled 1.926757 trillion yuan from January to May, with a year-on-year increase of 3.7%, up by 0.7 percentage points from the previous period [5] - Notable growth in specific categories: home appliances (52.5%), cultural office supplies (47.1%), and furniture (67.7%) [5] Investment Insights - Fixed asset investment decreased by 8.9% from January to May, with infrastructure investment growing by 4.5% [6] - Industrial investment accounted for 37.2%, with automotive manufacturing and non-ferrous metal processing seeing increases of 18.4% and 11.3%, respectively [6] Price Index Analysis - The Consumer Price Index (CPI) fell by 0.4% year-on-year in May, with food prices down by 0.8% and non-food prices down by 0.3% [7] - The Producer Price Index (PPI) decreased by 1.8% year-on-year in May, with a cumulative decline of 1.3% from January to May [7]

主力资金净流出的行业有21个，计算机行业主力资金净流出规模居首，今日下跌1.79%，全天净流出资 金48.53亿元，其次是传媒行业，今日跌幅为1.91%，净流出资金为29.88亿元，净流出资金较多的还有 电子、机械设备、汽车等行业。 分行业来看，申万所属的一级行业中，今日上涨的有9个，涨幅居前的行业为交通运输、食品饮料，涨 幅为0.88%、0.73%。跌幅居前的行业为传媒、计算机，跌幅为1.91%、1.79%。 6月20日，沪指下跌0.07%，深成指下跌0.47%，创业板指下跌0.83%，沪深300指数上涨0.09%。可交易 A股中，上涨的有1540只，占比28.49%，下跌的3647只。 资金面上，今日主力资金全天净流出218.12亿元，已连续7个交易日资金呈净流出状态。其中，创业板 主力资金净流出99.97亿元；科创板主力资金净流出18.21亿元；沪深300成份股主力资金净流出11.88亿 元。 行业资金流向方面，今日有10个行业主力资金净流入，银行行业主力资金净流入规模居首，该行业今日 上涨0.69%，全天净流入资金19.40亿元，其次是食品饮料行业，日涨幅为0.73%，净流入资金为13.56亿 元。 ...

今日各行业主力资金流向一览 融 | 行业名 | 成交量（亿 | 成交量较昨日增减 | 换手率 | 涨跌幅 | 今日主力资金净流入（亿 | | --- | --- | --- | --- | --- | --- | | 称 | 股） | （%） | （%） | （%） | 元） | | 银行 | 42.93 | 25.46 | 0.32 | 0.69 | 19.40 | | 食品饮 料 | 11.80 | -11.11 | 1.29 | 0.73 | 13.56 | | 交通运 输 | 35.31 | -1.35 | 0.84 | 0.88 | 9.43 | | 医药生 物 | 42.54 | -19.37 | 1.56 | 0.01 | 5.73 | | 轻工制 造 | 21.16 | -12.38 | 2.53 | 0.00 | 3.81 | | 建筑材 料 | 8.32 | -3.55 | 1.12 | 0.32 | 2.23 | | 农林牧 渔 | 13.01 | -23.67 | 1.39 | -0.29 | 1.00 | | 钢铁 | 11.51 | -21.32 | 0.58 | 0.13 | 0 ...

沪指6月20日下跌0.07%，申万所属行业中，今日上涨的有9个，涨幅居前的行业为交通运输、食品饮 料，涨幅分别为0.88%、0.73%。食品饮料行业位居今日涨幅榜第二。跌幅居前的行业为传媒、计算 机，跌幅分别为1.91%、1.79%。 资金面上看，两市主力资金全天净流出218.12亿元，今日有10个行业主力资金净流入，银行行业主力资 金净流入规模居首，该行业今日上涨0.69%，全天净流入资金19.40亿元，其次是食品饮料行业，日涨幅 为0.73%，净流入资金为13.56亿元。 主力资金净流出的行业有21个，计算机行业主力资金净流出规模居首，全天净流出资金48.53亿元，其 次是传媒行业，净流出资金为29.88亿元，净流出资金较多的还有电子、机械设备、汽车等行业。 食品饮料行业今日上涨0.73%，全天主力资金净流入13.56亿元，该行业所属的个股共123只，今日上涨 的有55只，涨停的有1只；下跌的有61只。以资金流向数据进行统计，该行业资金净流入的个股有62 只，其中，净流入资金超亿元的有6只，净流入资金居首的是贵州茅台，今日净流入资金3.57亿元，紧 随其后的是泸州老窖、五粮液，净流入资金分别为3.41亿元 ...

Market Overview - The Shanghai Composite Index fell by 0.07% on June 20, with 9 out of 28 sectors experiencing gains, led by transportation and food & beverage sectors, which rose by 0.88% and 0.73% respectively [1] - The transportation sector topped the gainers list for the day [1] - A total of 21 sectors saw a decline, with media and computer sectors dropping by 1.91% and 1.79% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets reached 21.81 billion yuan, with 10 sectors experiencing net inflows [1] - The banking sector had the highest net inflow of 1.94 billion yuan, with a daily increase of 0.69% [1] - The food & beverage sector also saw a net inflow of 1.36 billion yuan, with a daily increase of 0.73% [1] Transportation Sector Performance - The transportation sector increased by 0.88%, with a net inflow of 943 million yuan, and 81 out of 125 stocks in this sector rose [2] - Five stocks in the transportation sector hit the daily limit up, while 29 stocks declined [2] - The top three stocks with the highest net inflow in the transportation sector were Ningbo Marine, with 355 million yuan; Baoshai Technology, with 219 million yuan; and Hongchuan Wisdom, with 144 million yuan [2] Transportation Sector Capital Outflow - The top three stocks with the highest net outflow in the transportation sector were SF Express, with a net outflow of 97.32 million yuan; Phoenix Shipping, with 44.03 million yuan; and Debon Holdings, with 36.17 million yuan [3] - Other notable stocks with significant net outflows included Wuchan Zhongda, HNA Holding, and Qingdao Port [3]

【博时市场点评6月20日】两市继续调整，成交缩至万亿 每日观点 今日沪深两市继续震荡调整，成交缩量至1.09万亿。今日央行公布6月LPR报价，两个期限利率均保持 不变，符合市场预期。5月降息效果当前正向贷款利率传导，短期内将进入政策观察期，LPR报价短期 或将继续保持稳定。5月经济数据已发布，需求不足仍是核心问题，下半年在外部仍有很大不确定性， 大力提振内需、稳定资产价格预期，均需要适度宽松的货币环境。通过降低资金成本，激发融资需求， 是下半年拉动投资和消费、对冲外部冲击的一个重要发力点。国内权益市场短期或将维持震荡，主题轮 动较快，配置上可关注科技+红利的哑铃配置。 消息面 市场复盘 6月20日，A股三大指数下跌。截至收盘，上证指数报3359.90点，下跌0.07%；深证成指报10005.03点， 下跌0.47%；创业板指报2009.89点，下跌0.83%；科创100报1016.84点，下跌0.52%。申万一级行业中， 交通运输、食品饮料、银行涨幅靠前，分别上涨0.88%、0.73%、0.69%；传媒、计算机、石油石化跌幅 靠前，分别下跌1.91%、1.79%、1.71%。1500只个股上涨，3488只个股 ...

证券时报·数据宝统计显示，涨停个股中，主板有44只，北交所1只，创业板8只。以所属行业来看，上 榜个股居前的行业有电力设备、基础化工、交通运输行业，上榜个股分别有8只、5只、5只。 涨停股中，ST德豪、*ST宇顺等8只股为ST股。连续涨停天数看，山东墨龙已连收6个涨停板，连续涨停 板数量最多。从收盘涨停板封单量来看，协鑫集成最受资金追捧，收盘涨停板封单有5299.22万股，其 次是诺德股份、ST百灵等，涨停板封单分别有3069.88万股、2649.55万股。以封单金额计算，湘潭电 化、诺德股份、安妮股份等涨停板封单资金较多，分别有2.38亿元、1.58亿元、1.46亿元。（数据宝） 截至收盘，上证指数报收3359.90点，下跌0.07%；深证成指收于10005.03点，下跌0.47%；创业板指下 跌0.84%；科创50指数下跌0.53%。 不含当日上市新股，今日可交易A股中，上涨个股有1540只，占比28.49%，下跌个股有3647只，平盘个 股218只。其中，收盘股价涨停的有53只，跌停股有21只。 两市涨停股一览 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金 ...

证券研究报告 | 策略点评 2025 年 06 月 20 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250620 今日主要指数涨跌幅：沪指涨跌幅为-0.07%，深证成指涨跌幅为-0.47%， 创业板指涨跌幅为-0.83%。 申万一级行业表现：交通运输、食品饮料、银行在行业涨跌幅榜居前； 国防军工、社会服务、机械设备在行业涨跌幅榜居后。 概念板块表现：总体来看，白酒、光刻胶、保险概念表现相对较好；营 销传播、操作系统、网红经济概念表现相对较差。 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 5 今日关注 | 一、市场回顾 | 3 | | --- | --- | | 二、风险提示 | 3 | | 图表 1： | | --- | | 今日主要指数涨跌幅（%）及概念板块表现 3 | 策略点评 策略点评 一、市场回顾 图表1：今日主要指数涨跌幅（%）及概念板块表现 二、风险提示 股市有风险，投资需谨慎 请务必阅读最后特别声明与免责条款 www.ykzq ...