截至2025年6月27日收盘，上港集团（600018）报收于5.75元，较上周的5.84元下跌1.54%。本周，上港 集团6月23日盘中最高价报5.92元。6月27日盘中最低价报5.74元。上港集团当前最新总市值1338.68亿 元，在航运港口板块市值排名2/35，在两市A股市值排名100/5151。 本周关注点 上港集团第三届董事会第五十六次会议审议通过了《关于上港物流为下属全资子公司上港保税出具担保 函的议案》。上港物流将为上港保税与上海国际能源交易中心签订的合作协议项下的全部业务承担不可 撤销的全额连带保证责任，担保金额约为人民币7.97亿元。担保期限与合作协议同时生效，覆盖合作协 议的存续期及届满之日起三年。上港保税拟继续申请国际铜期货交割资质，存放地点为中国（上海）自 由贸易试验区临港新片区洋山特殊综合保税区顺运路389号。上港物流高度重视风险管控，上港保税将 对上述期货按年向保险公司动态购买保险覆盖所有货值，有效控制担保风险。截至公告披露日，上港集 团及控股子公司对外担保总额为人民币297.71亿元，占上港集团2024年末经审计净资产的比例为 22.33%，无逾期对外担保。 以上内容为证券之星据公 ...

Market Overview - The FTSE China A50 Index components showed a significant decline, with many stocks closing in the red, particularly in the banking sector [1][5]. Insurance Sector - China Pacific Insurance had a market capitalization of 387.40 billion, with a trading volume of 1.207 billion, experiencing a decrease of 0.68 (-1.81%) [3]. - China Life Insurance had a market capitalization of 355.57 billion, with a trading volume of 3.833 billion, down by 0.62 (-1.08%) [3]. - Ping An Insurance reported a market capitalization of 1,037.26 billion, with a trading volume of 10.68 billion, declining by 0.24 (-2.67%) [3]. Alcohol Industry - Kweichow Moutai had a market capitalization of 1,762.56 billion, with a trading volume of 54.04 billion, down by 3.19 (-1.78%) [3]. - Wuliangye Yibin reported a market capitalization of 215.28 billion, with a trading volume of 19.14 billion, decreasing by 0.55 (-0.46%) [3]. - Shanxi Fenjiu had a market capitalization of 462.61 billion, with a trading volume of 9.74 billion, down by 16.91 (-1.19%) [3]. Semiconductor Sector - Northern Huachuang had a market capitalization of 232.26 billion, with a trading volume of 17.24 billion, decreasing by 3.40 (-0.78%) [3]. - Cambricon Technologies reported a market capitalization of 244.42 billion, with a trading volume of 48.08 billion, down by 25.00 (-4.10%) [3]. - Haiguang Information had a market capitalization of 323.08 billion, with a trading volume of 23.89 billion, declining by 2.75 (-1.94%) [3]. Automotive Sector - BYD had a market capitalization of 282.79 billion, with a trading volume of 46.33 billion, down by 3.20 (-0.95%) [3]. - Great Wall Motors reported a market capitalization of 1,836.54 billion, with a trading volume of 3.08 billion, remaining unchanged [3]. - Beijing-Shanghai High-Speed Railway had a market capitalization of 182.56 billion, with a trading volume of 6.01 billion, down by 0.07 (-1.20%) [3]. Oil and Shipping Sector - China COSCO Shipping had a market capitalization of 686.25 billion, with a trading volume of 7.22 billion, down by 0.12 (-1.37%) [3]. - Sinopec reported a market capitalization of 1,577.64 billion, with a trading volume of 10.47 billion, increasing by 0.04 (+0.27%) [3]. - China National Petroleum Corporation had a market capitalization of 232.97 billion, with a trading volume of 8.30 billion, down by 0.05 (-0.88%) [3]. Coal Industry - China Shenhua Energy had a market capitalization of 793.35 billion, with a trading volume of 59.85 billion, down by 0.11 (-0.27%) [3]. - Shaanxi Coal and Chemical Industry reported a market capitalization of 187.11 billion, with a trading volume of 9.74 billion, down by 1.80 (-0.71%) [3]. - Contemporary Amperex Technology Co., Ltd. (CATL) had a market capitalization of 1,144.34 billion, with a trading volume of 7.75 billion, increasing by 0.23 (+1.21%) [3]. Other Sectors - China Nuclear Power had a market capitalization of 192.10 billion, with a trading volume of 4.50 billion, down by 0.89 (-2.86%) [4]. - Yangtze Power reported a market capitalization of 739.43 billion, with a trading volume of 6.81 billion, down by 0.04 (-0.43%) [4]. - Dongfang Fortune had a market capitalization of 364.13 billion, with a trading volume of 194.29 billion, down by 0.09 (-0.39%) [4].

金十图示：2025年06月27日（周五）富时中国A50指数成分股午盘收盘行情一览：银行股多数飘绿，保险、酿酒、半导体等多个 板块全线下跌 -0.14(-2.4/%) -0.20(-2.28%) -0.08(-1.8/90) 保险 中国太保 中国平安 12,000 中国人保 ■ 3909.40亿市值 3596.08亿市值 10452.67亿市值 6.80亿成交额 21.21亿成交额 6.52亿成交额 37.38 57.40 8.84 -0.26(-0.69%) -0.18(-0.31%) -0.16(-1.78%) 酸酒行业 贵州茅台 山西汾酒 五粮液 17781.48亿市值 2177.51亿市值 4645.90亿市值 18.80亿成交额 4.15亿成交额 9.29亿成交额 119.69 1415.50 178.49 -4.50(-0.32%) -1.16(-0.65%) -0.04(-0.03%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2335.32亿市值 2495.31亿市值 3267.55亿市值 8.54亿成交额 31.06亿成交额 13.67亿成交额 597.74 140.58 436.9 ...

6月26日，和讯投顾刘金锁表示，今日盘面冲高回落，呈倒锤头形态，个股调整明显。从盘面看，整体 较昨日弱了许多，出现分化。昨日之前就提示短线昨日不宜追高，因其为第三根阳线。今日下跌个股超 3600只，上涨1600多只，涨停数量比昨日少十几只，涨幅榜与跌幅榜情况显示行情较昨日弱。不过这种 情况正常，不少人前日、昨日指数涨时个股不涨，今日指数调整个股也跟着调整，对此不必担心着急。 经短线调整后，最快明天下午部分个股或止跌企稳，慢则等下周一，因明天是周末。若明天再有小调整 且缩量，鉴于今日部分个股调整已缩量，明天再缩量，短线部分个股将迎来买点。下周先看明天情况， 若明天如期小幅缩量调整，下周一多数个股或止跌企稳或再次拉升，毕竟权重股已搭好台，小票将轮动 表现，当下行情为轮动行情，集体性牛市概率不大。 操作节奏上，仍应追跌杀涨，买跌不买涨，卖涨不卖跌，有调整可短线买入，但切勿追第三根以上的阳 线，尤其是相对底部区域的个股，若追高短线被套，调整时间可能较长。高位个股反弹时建议回避风 险，如之前因某些因素大涨的石油、采掘、航运港口、燃气等行业个股，短线刚被套反弹回本时，尽量 回避。若一直被套，仍以持股待涨、耐心等待解套为主 ...

【消息面】 每日市场观察 2025 年 6 月 26 日 【今日关注】 指数三连阳，万得全 A 指数快速突破前期整理平台。成交量连续放大， 已经达到年内较高水平。量价齐升的走势，初步构建了年内少见的良性 技术形态。行业上，非银金融涨势加速，而银行板块已经呈现连续的强 势，尤其是大型国有银行的上涨，可能反映出长线资金的持续进入。消 息面上，部分公司开始披露中报业绩情况，中东局势趋于稳定，国内大 型券商子公司获得香港证监会批准，将现有交易牌照升级，以及六部门 发布金融支持扩消费 19 条，较多的利好信息提振了整体的市场情绪。 市场风险偏好整体提升，指数的技术层面初步形成对前期整理平台的突 破形态。重点关注成交量变化较为明显的计算机，军工，电子，电力设 备等板块。 【市场回顾】 市场概况：6 月 25 日，市场全天震荡拉升，沪指创年内新高，创业板 指涨近 3%。截至收盘，沪指涨 1.03%，深成指涨 1.72%，创业板指涨 3.11%。 【资金面】 主力资金流向：6 月 25 日，上证净流入 315.72 亿元，深证净流入 325.54 亿元。行业板块方面，主力资金流入前三的板块为证券、软件开发、电 池，主力资金流 ...

金十图示：2025年06月26日（周四）富时中国A50指数成分股今日收盘行情一览：银行股午后上涨，普遍飘红，保险股维持跌势 保险 中国太保 队 中国人保 中国平安 ■ 3980.16亿市值 3621.10亿市值 10485.45亿市值 10.43亿成交额 28.89亿成交额 7.30亿成交额 57.58 37.64 9.00 -0.40(-1.05%) -0.30(-0.52%) -0.13(-1.42%) 酸酒行业 XD贵州茅 山西汾酒 五粮液 17838.01亿市值 2191.67亿市值 4647.45亿市值 19.97亿成交额 49.56亿成交额 10.69亿成交额 179.65 119.73 1420.00 +0.85(+0.48%) -0.45(-0.37%) +11.74(+0.83%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2340.72亿市值 2548.57亿市值 3294.75亿市值 14.13亿成交额 55.90亿成交额 42.74亿成交额 610.50 141.75 437.91 +3.76(+2.72%) -3.67(-0.83%) -0.61(-0.10%) 汽车整车 ...

Core Viewpoint - The approval of Guotai Junan International to provide cryptocurrency and virtual asset trading services has significantly boosted the A-share financial technology sector and market sentiment, leading to a notable increase in the Shanghai Composite Index and trading volume [2][4]. Market Performance - As of June 25, the Shanghai Composite Index rose by 1.04% to close at 3455.97 points, marking a new high for the year, while the ChiNext Index increased by over 3% [2]. - The trading volume in the two markets reached 1.6 trillion yuan [2]. Sector Activity - Active sectors included stablecoins, military industry, AI applications, computing power, solid-state batteries, and autonomous driving, while oil and gas, as well as shipping sectors, faced adjustments due to external factors [3]. Future Market Outlook - Analysts predict a structural market trend with low-level rotation continuing, driven by policy timing and strength [4]. - Multiple brokerages forecast a potential upward trend in the A-share market for the second half of 2025, supported by resilient domestic economic performance and relatively low asset valuations [4][7]. Investment Directions - Brokerages suggest focusing on three main investment directions for the second half of the year: dividend assets, technology innovation themes, and large consumer sectors [5][21]. Dividend Assets - Dividend assets, including financial sectors like insurance and banking, as well as shipping, communication services, and electricity, are seen as attractive due to their low valuations and stable returns [22]. - The current low-interest-rate environment enhances the appeal of dividend assets, aligning well with the demand from long-term funds [22]. Technology Innovation - Key areas of focus include AI computing power, AI applications, and embodied intelligence, with expectations for significant growth in these sectors [23]. - The first phase of AI market activity is centered around infrastructure, while the second phase will focus on application layers, including AI agents and humanoid robots [23]. Large Consumer Sector - The domestic beauty, pet economy, and IP economy are highlighted as promising investment opportunities [25]. - Emerging consumer trends such as domestic beauty brands, pet products, and innovative pharmaceuticals are recommended for investment [25].

2025年下半年A股投资关键词为红利资产、科技创新、大消费。 展望2025年下半年，多家券商指出，A股有望呈现震荡向上行情。一方面，国内经济保持较强韧性；另 一方面，中国资产的估值仍处于偏低水平，中国资产重估以及外资流入仍有演绎的空间。 21世纪经济报道记者梳理发现，对于下半年的投资，多家券商建议从红利资产、科技创新主题、大消费 板块三大方向去挖掘投资机会。 下半年A股或震荡向上 近期，卖方机构在展望2025年下半年投资策略时，释放了乐观情绪。多家券商判断，2025年下半年，A 股市场有望震荡向上。 具体而言，机构主要从两个维度进行分析，继而得出上述结论。 第一，结合基本面、估值等因素。 21世纪经济报道记者易妍君 广州报道 6月25日，"国泰君安国际获批提供加密货币等虚拟资产交易服 务"的消息引爆A股金融科技板块，也提振了市场交易情绪。 截至当日收盘，上证指数上涨1.04%，报收3455.97点，创年内收盘新高，创业板指涨超3%；两市成交 放量至1.6万亿元。 盘面上，稳定币、军工、AI应用、算力、固态电池、无人驾驶等概念股表现活跃。油气、海运等板块 受外围因素影响继续调整。 "短期指数打开空间后，预计A股 ...

投资咨询业务资格:证监许可【2012】31号 |【C】国贸易所得 到期1563亿元、2035亿元、1612亿元。央行行长潘功胜表示,一年来, 央行坚持支持性的货币政策立场,从数量、价格、结构等方面,出台了 多项货币政策措施，有效支持了经济持续回升向好和金融市场的稳定。 同时,央行完善货币政策框架,优化货币政策中间变量,培育政策利 率,提升货币政策传导效率,丰富货币政策工具箱,做好政策沟通和预 期引导。货币政策框架的转型是一个渐进、持续的过程，未来央行还将 不断地做好评估和完善。 | 品种 | 收盘价 | 较前一日变动 | 品种 | 收盘价 | 较前一日变 | | --- | --- | --- | --- | --- | --- | | | | (%) | | | 动(%) | | 沪深300 | 3904 | 1.20 | IF当月 | 3872 | 1.3 | | 上证50 | 2716 | 1.16 | IH当月 | 2684 | 1.1 | | 中证500 | 5766 | 1.62 | IC当月 | 5726 | 1.8 | | 中证1000 | ୧192 | 1.92 | IM当月 | 6134 ...

金十图示：2025年06月23日（周一）富时中国A50指数成分股午盘收盘行情一览：银行股多数走高、酿酒股、汽车股、石油股全 线下跌 富时中国A50指数连续 电力行业 互联网服务 东方财富 长江电力 8 中国核电 1916.94亿市值 n in home 7457.91亿市值 3271.44亿市值 9.17亿成交额 3.74亿成交额 17.77亿成交额 9.32 20.70 30.48 +0.08(+0.26%) -0.07(-0.75%) -0.01(-0.05%) 食品饮料 证券 中信证券 国泰海通 海天味业 (D 2231.91亿市值 3841.49亿市值 3233.29亿市值 3.45亿成交额 6.13亿成交额 3.14亿成交额 18.34 25.92 38.22 +0.04(+0.15%) -0.10(-0.54%) -0.29(-0.75%) 消费电子 化学制药 工业富联 立讯精密 恒瑞医药 3981.70亿市值 2402.28亿市值 3398.83亿市值 21.38亿成交额 10.26亿成交额 8.31亿成交额 51.47 20.05 33.14 -0.29(-0.56%) -0.54(-2.62 ...