| | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 人烧快雄 开盘争流入 | | 尾盘净流入 超大单净买入 | | 2025-6-24 | 63. 31 | -9.16 | 25. 32 | 89. 23 | | 2025-6-23 | 21. 17 | -20. 20 | 24. 08 | 51.96 | | 2025-6-20 | -223.42 | -81.44 | -30. 63 | -98. 58 | | 2025-6-19 | -393.92 | -77.50 | -56. 10 | -195.53 | | 2025-6-18 | -146. 58 | -73.99 | 0. 33 | -57. 46 | 2.沪深300今日主力资金净流入18.85亿元 1.A股市场全天资金净流入63.31亿元 今日A股市场主力资金开盘净流出9.16亿元，尾盘净流入25.32亿元，A股市场全天资金净流入63.31亿元。 沪深300今日主力资金净流入18.85亿元，创业板净流入29.77亿元，科创板净流出12.35亿元。 | ...

Market Overview - On June 24, the Shanghai Composite Index rose by 1.15%, the Shenzhen Component Index increased by 1.68%, the ChiNext Index climbed by 2.30%, and the CSI 300 Index gained 1.20% [1] - Among the tradable A-shares, 4,771 stocks rose, accounting for 88.25%, while 578 stocks declined [1] Capital Flow - The net inflow of main funds reached 17.211 billion yuan for the day [1] - The ChiNext saw a net inflow of 2.864 billion yuan, while the STAR Market had a net inflow of 513 million yuan [1] - The CSI 300 constituent stocks experienced a net inflow of 5.820 billion yuan [1] Industry Performance - Out of the 29 first-level industries classified by Shenwan, the top-performing sectors were Electric Equipment and Non-Bank Financials, with increases of 2.85% and 2.68%, respectively [1] - The sectors with the largest declines were Oil & Gas and Coal, with decreases of 2.10% and 0.22% [1] Industry Capital Inflows - Non-Bank Financials led the net inflow of main funds, with a total of 4.748 billion yuan and a daily increase of 2.68% [1] - Electric Equipment followed closely with a net inflow of 4.159 billion yuan and a daily increase of 2.85% [1] Industry Capital Outflows - The Defense and Military Industry had the largest net outflow, totaling 2.370 billion yuan, despite a slight increase of 0.13% [1] - The Oil & Gas sector experienced a net outflow of 1.278 billion yuan, with a decline of 2.10% [1] - Other sectors with significant net outflows included Banking, Transportation, and Textile & Apparel [1] Individual Stock Performance - A total of 2,670 stocks saw net inflows, with 940 stocks having inflows exceeding 10 million yuan [2] - The stock with the highest net inflow was Dongfang Caifu, which rose by 4.20% with a net inflow of 1.306 billion yuan [2] - Other notable stocks with significant inflows included Dongxin Peace and Guoxuan High-Tech, with net inflows of 684 million yuan and 599 million yuan, respectively [2] - Conversely, 58 stocks experienced net outflows exceeding 100 million yuan, with Sifang Jingchuang, Zhongji Xuchuang, and China Merchants Nan Oil leading the outflows [2]

投资咨询业务资格：证监许可【2012】669号 国内商品期货涨跌互现，农副产品涨幅居前 ——中信期货晨报20250624 中信期货研究所 仲鼎 从业资格号F03107932 投资咨询号Z0021450 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。我司不会因为关注、收到或阅读 本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 资料来源：Wind 公开资料 中信期货研究所 | | | | 25, 804 Th 500 UR BA THE | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 板块 | 品种 | 现价 | | | 日庚涨跌幅周度涨跌幅月度涨跌幅季度涨跌幅今年涨跌幅 | | | | 殷指 | 沪深300期货 | 3797.4 | 0.63% | 0.634 | 1.21% | -1.59% ...

FICC日报 | 2025-06-24 中东局势现缓和迹象，指数低开高走 市场分析 中东局势再变。国内方面，财政部副部长廖岷会见中国美国商会代表团，就中美经贸关系、中方开放举措、美企 在华经营等进行深入沟通。廖岷强调，美方应与中方一道，共同履行好磋商共识成果，推动中美经贸关系行稳致 远。海外方面，据央视新闻最新报道，伊朗已同意美国斡旋下的以色列与伊朗停火方案，中东地区持续紧张的局 势出现缓和契机。美国6月标普全球制造业PMI初值持稳于52，为2月以来最高，好于市场预期。 指数低开高走。现货市场，A股三大指数低开高走，上证指数涨0.65%收于3381.58点，创业板指涨0.39%。行业方 面，板块指数涨多跌少，计算机、国防军工、煤炭、银行行业涨幅居前，仅食品饮料、家用电器、钢铁行业收跌。 当日沪深两市成交金额下滑至1.1万亿元。海外市场，多位美联储官员释放出降息信号，美联储副主席鲍曼表示， 可能支持最早7月降息。古尔斯比表示，如果贸易政策影响消失了，应该继续降息。美国三大股指全线收涨，纳指 涨0.94%报19630.97点。 期指贴水深。期货市场，基差方面，股指贴水较深。成交持仓方面，当日仅IH成交量增加，股指 ...

截至6月23日，市场最新融资余额为18051.72亿元，较上个交易日环比增加42.24亿元，分行业统计，申 万所属一级行业有22个行业融资余额增加，医药生物行业融资余额增加最多，较上一日增加9.57亿元； 融资余额增加居前的行业还有电力设备、银行、计算机等，融资余额分别增加8.90亿元、6.65亿元、 6.48亿元；融资余额减少的行业有9个，国防军工、煤炭、非银金融等行业融资余额减少较多，分别减 少3.07亿元、1.60亿元、8455.72万元。 以幅度进行统计，银行行业融资余额增幅最高，最新融资余额为532.82亿元，环比增长1.26%，其次是 建筑材料、家用电器、交通运输行业，环比增幅分别为1.02%、0.85%、0.76%；融资余额环比降幅居前 的行业有煤炭、国防军工、综合等，最新融资余额分别有154.11亿元、637.96亿元、32.37亿元，分别下 降1.03%、0.48%、0.44%。（数据宝） | 基础化工 | 782.40 | -0.23 | -0.03 | | --- | --- | --- | --- | | 商贸零售 | 212.00 | -0.34 | -0.16 | | 电子 | 2 ...

【策略】中观数据与盈利预测指向哪些行业景气？——20250623 【固定收益】高频工业品价格底部反弹——基本面高频数据跟踪—— 20250623 ◼ 研究视点 【环保】监测门槛抬高，科创板专层赋能——20250623 证券研究报告 | 朝闻国盛 gszqdatemark 2025 06 24 年 月 日 朝闻国盛 中观数据与盈利预测指向哪些行业景气？ 今日概览 ◼ 重磅研报 作者 | 分析师 杨义韬 | | | | | --- | --- | --- | --- | | 执业证书编号：S0680522080002 | | | | | 邮箱：yangyitao@gszq.com | | | | | 行业表现前五名 | | | | | 行业 | 1 月 | 3 月 | 1 年 | | 通信 | 7.9% | 0.3% | 28.0% | | 银行 | 6.0% | 11.2% | 33.4% | | 石油石化 | 4.9% | 2.6% | -2.0% | | 传媒 | 4.6% | 0.2% | 42.6% | | 国防军工 | 3.5% | 0.8% | 25.9% | | 行业表现后五名 | | | | | ...

Group 1 - The main financing method for listed companies this year remains private placements, with 70 companies completing placements by June 22, raising a total of 580.95 billion yuan, a year-on-year increase of 529.39% [1] - The top five sectors for fundraising through private placements include banking, non-bank financials, public utilities, defense and military, and basic chemicals, with three banks raising a total of 415 billion yuan [1] - Major state-owned banks, such as Bank of China and Bank of Communications, have significantly contributed to the increase in private placement scale, with Bank of China raising 165 billion yuan and Bank of Communications raising 120 billion yuan [1] Group 2 - The majority of private placements are subscribed by institutional investors and natural persons, with nine companies having their entire placements subscribed by major shareholders this year [2] - The recovery of the private placement market is supported by policy initiatives, including the China Securities Regulatory Commission's merger guidelines released in September last year, which have revitalized the market [2] - The active period of mergers and acquisitions among A-share listed companies is becoming an important investment theme, allowing investors to participate in quality M&A transactions through private placements [2]

6月23日，A股市场整体上涨。 截至收盘，上证指数收报3381.58点，上涨0.65%，深证成指收报10048.39点，上涨0.43%，创业板指数收报2017.63 点，上涨0.39%，北证50指数上涨1.54%。A股市场合计成交11470.72亿元，较上一交易日增加552.33亿元。 2.沪深300今日主力资金净流出13.11亿元 沪深300今日主力资金净流出13.11亿元，创业板净流出3.33亿元，科创板净流出10.69亿元。 | | 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 | | 2025-6-23 | -13. 11 | -3. 33 | -10. 69 | | 2025-6-20 | -29.60 | -118. 48 | -6. 41 | | 2025-6-19 | -56. 94 | -176. 85 | -4. 24 | | 2025-6-18 | 16. 90 | -81. 97 | -9. 47 | | 2025-6-17 | -8. 40 | -98. 43 | 5. ...

2025.06. 23 6月23日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 长安汽车：控股股东名称变更为辰致汽车科技集团有限公司 长安汽车公告称，公司接到控股股东中国长安汽车集团有限公司通知，其名称由"中国长安汽车集团 有限公司"变更为"辰致汽车科技集团有限公司"，并已完成工商变更登记手续。此次工商变更不涉及 股东持股数量及比例变动，对公司治理及生产经营无影响，亦不会导致公司控股股东及实际控制人发 生变化。 兴业证券：选举苏军良为董事长 兴业证券公告称，公司第六届董事会第三十二次会议于2025年6月23日召开，会议选举苏军良担任 公司第六届董事会董事长，任期至新一届董事会选举产生之日止。同时，苏军良还被选举为公司第六 届董事会战略与ESG委员会委员及召集人、风险控制委员会委员及召集人、薪酬与考核委员会委 员。 嘉澳环保：涉嫌信息披露违法违规 收到证监会立案告知书 嘉澳环保公告称，公司于近日收到中国证监会的《立案告知书》，公司涉嫌信息披露违法违规，证监 会决定对公司立案。目前公司日常经营秩序正常，各项业务活动有序开展。前期，公司于2024年8月 16日 ...

Market Overview - On June 23, A-shares saw all three major indices rise, with the Shanghai Composite Index up by 0.65%, the Shenzhen Component Index up by 0.43%, and the ChiNext Index up by 0.39%. Over 4,000 stocks in the market experienced gains [1] - The North China 50 index led the gains among major indices, rising by 1.54% [2] Hong Kong Market - On June 23, major Hong Kong indices also closed higher, with the Hang Seng Tech Index increasing by 1.05% [3] Sector Performance - In terms of sector performance, the Computer sector led with a rise of 2.25%, followed by Defense and Military with 1.97%, and Coal with 1.68%. Conversely, the Food and Beverage sector saw a decline of 0.80%, followed by Home Appliances at -0.43%, and Steel at -0.11% [6] Defense Industry Insights - The Defense sector is experiencing increased capital inflow due to regional tensions, with a net inflow of 140 million yuan into the Defense ETF as of June 20. In the last five trading days, there were net inflows on four occasions, totaling 244 million yuan [7] - According to Pacific Securities, China's defense budget has maintained a growth rate of around 7%, with defense spending accounting for less than 1.5% of GDP, which is below the average of major military powers. This indicates significant growth potential for China's defense spending, which is expected to outpace GDP growth in the long term [7] - The industry is anticipated to recover from a two-year downturn, with 2025 marking a turning point. The military sector may enter a phase of performance improvement and valuation enhancement, particularly in advanced aircraft, low-altitude economy, domestic large aircraft, satellite internet, and deep-sea technology [7] Oil and Gas Sector Insights - Reports indicate that the Iranian parliament has concluded that the Strait of Hormuz should be closed, which is a critical maritime route for global oil trade. Approximately one-third of the world's maritime oil trade passes through this strait [8] - According to CITIC Securities, following U.S. strikes on Iranian nuclear facilities, tensions in the Middle East may escalate, potentially impacting oil prices in the short term, while long-term prices will depend on supply and demand fundamentals [8] Securities Industry Insights - On June 20, a draft for the revised "Securities Company Classification Evaluation Regulations" was released for public consultation, aiming to optimize business development indicators and support high-quality growth for small and medium-sized institutions [9] - Donghai Securities noted that the classification results will directly affect new business pilot qualifications and financing costs, encouraging small institutions to focus on niche markets and enhancing the competitive landscape [9]