6 月 3 日 A 股市场低开高走，宽基指数普涨，6月录得开门红。市场运行逻辑方面，"避险+消费"双轮驱 动的主线依然清晰，银行、新消费、创新药等板块持续获得资金青睐。 银行股的强势不仅源于其低估值和高股息属性对中长期资金的吸引力，部分个股入选重要指数样本也带 来增量资金预期。 消息面上，近期美国关税问题再生波澜，市场避险情绪升温，6月2日黄金大涨，港股全线收跌。就3日 表现看，港股收复昨日失地，A股也是低开高走，表明市场对关税不确定性已对贸易摩擦的边际影响逐 步脱敏 。 逻辑上，证监会此前明确表示，A 股上市公司近九成收入来自国内，且对美出口占比不足 10% 的企业 达 91%，叠加 "东升西落" 叙事下全球资本再平衡，美国金融市场波动反而凸显中国资产的稳定性。 题材热点方面呈现快速轮动态势。稳定币概念持续发酵，特别是数字货币与跨境支付方向表现强势，主 要受市场对相关领域潜在政策进展预期的推动。军工板块中无人机方向异军突起，多股涨停，行业前景 向好及潜在需求复苏预期成为重要驱动因素。受地方性足球赛事带动文旅消费等消息刺激，足球概念股 也出现明显拉升。此外，黄金概念股表现也较为抢眼。 这种分化折射出市场在不确 ...

Market Overview - The consumer sector is showing signs of recovery, leading to a strong rally in bank stocks, with the Shanghai Composite Index rising by 0.48% and the Shenzhen Component Index increasing by 0.35% on the first trading day of June [2][5] - The total market turnover for the half-day session was 763.9 billion CNY, slightly down from the previous day, with 3,437 stocks rising, 241 unchanged, and 1,734 declining [5] Consumer Sector - The consumer sector is rebounding, with significant gains in gold and jewelry, medical beauty, online gaming, and innovative drug concepts [5][12] - Notable stocks in the beauty and healthcare sector include Water Sheep Co. and Beitaini, which saw increases of over 10% [9] - The gold and jewelry concept stocks surged, with Man Ka Long hitting the daily limit and West Gold also reaching the limit [14][15] Bank Sector - Bank stocks experienced a strong surge, with Shanghai Rural Commercial Bank hitting the daily limit and reaching a new high of 9.86 CNY per share, bringing its total market value to 95.1 billion CNY [18] - Other banks such as Chongqing Rural Commercial Bank and Industrial Bank also saw significant increases, with some stocks reaching historical highs [19] - The inclusion of Shanghai Rural Commercial Bank in major indices like the CSI 300 and SSE 180 is expected to enhance its market visibility and investor interest [18] Gold Market - COMEX gold futures rose by 2.74% to 3,406.4 USD per ounce, supported by concerns over trade uncertainties [15] - The gold jewelry sector is expected to continue its growth trajectory, driven by consumer demand for fashionable and meaningful products [17]

（原标题：今日68只A股封板 美容护理行业涨幅最大） 证券时报•数据宝统计，截至上午收盘，今日沪指涨0.48%，A股成交量636.80亿股，成交金额7638.85亿元，比上一个交易日减少0.93%。个股方 面，3437只个股上涨，其中涨停68只，1735只个股下跌，其中跌停5只。从申万行业来看，美容护理、综合、纺织服饰等涨幅最大，涨幅分别为 3.61%、2.25%、1.73%；钢铁、家用电器、煤炭等跌幅最大，跌幅分别为1.50%、1.48%、0.88%。（数据宝） 今日各行业表现（截至上午收盘） | 申万行业 | 行业 | 成交额 | 比上日 | | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | | 涨跌 | （亿元） | （%） | 领涨（跌）股 | （%） | | | （%） | | | | | | 美容护理 | 3.61 | 81.35 24.94 | | 水羊股份 | 12.61 | | 综合 | 2.25 | 17.50 | 5.79 | 特力A | 4.95 | | 纺织服饰 | 1.73 | 109.34 | 9.09 | 曼卡龙 | 19.98 | ...

证券时报·数据宝统计，截至上午10:28，今日沪指涨0.14%，A股成交量470.90亿股，成交金额5645.84亿 元，比上一个交易日减少4.56%。个股方面，3065只个股上涨，其中涨停55只，2094只个股下跌，其中 跌停5只。从申万行业来看，美容护理、综合、有色金属等涨幅最大，涨幅分别为3.21%、1.90%、 1.68%；家用电器、钢铁、煤炭等跌幅最大，跌幅分别为1.57%、1.55%、1.17%。（数据宝） 今日各行业表现（截至上午10:28） | 公用事业 | | | | 粤电力A | | | --- | --- | --- | --- | --- | --- | | 煤炭 | -1.17 | 30.97 | 49.83 | 中煤能源 | -3.27 | | 钢铁 | -1.55 | 28.09 | 41.91 | 本钢板材 | -7.23 | | 家用电器 | -1.57 | 86.91 | 13.63 | 格力电器 | -3.02 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） ...

Group 1 - The core viewpoint highlights the positive market reaction to the collaboration between Bristol-Myers Squibb and BioNTech regarding the new cancer drug BNT327, with milestone payments potentially reaching $11.1 billion, which has boosted the performance of innovative drug concept stocks [1] - The performance of the Kexin Biopharmaceutical ETF (588250.SH) increased by 1.23%, with its associated index Kexin Biopharmaceutical (000683.SH) rising by 0.96%, indicating a favorable market sentiment towards the biopharmaceutical sector [1] - Notable increases in major component stocks include Microchip Biotech rising by 9.44%, Huaxi Biotech by 7.63%, and Rongchang Biotech by 4.92%, reflecting strong investor interest in innovative drug companies [1] Group 2 - Guosen Securities reported significant advancements in domestic innovative drugs, particularly focusing on bispecific antibodies and ADC technologies, with promising clinical data from Innovent Biologics and Mingji Biotech in pancreatic cancer treatments [2] - Shenwan Hongyuan highlighted Huaxi Biotech as a key player in the recombinant collagen market, benefiting from the domestic beauty trend and strong brand recognition, suggesting potential for consumer recovery [2] - Both research institutions' insights align with the performance of innovative drug and medical beauty leading companies within the Kexin Biopharmaceutical ETF [2]

长期以来，住院患者主要由家属亲自陪护，但一来很多家属没有时间陪护，二来缺乏系统照护服务能 力。即便近年来部分医院有护工，家属可以自聘，但对自聘护工服务能力未必满意。比如上述方案附件 《医疗护理员生活照护服务参考内容》明确，医疗护理员既要符合基本要求，也要具备清洁照护、饮食 照护、睡眠照护、排泄照护、移动照护所要求的服务能力。 以往由患者家属自聘护工，这意味着家属要为此负责。根据上述方案，医疗护理员由护士或医院来聘 用，这表明护士或医院要为免陪照护服务质量负责，那么，护士或医院不仅要在聘用环节把关，也要对 护理员进行相应培训，还要对免陪照护服务进行监督。如此一来，服务质量更有保证，患者治疗康复更 顺利，患者家属自然更放心，有利于照护服务走向规范化。 此前，已经印发《医疗护理员培训大纲(试行)》《医疗护理员国家职业标准(2024年版)》等文件，这为 培训、考核、监督医疗护理员提供了权威标准，为照护服务走向职业化、规范化提供了重要支撑。当 然，试点医院以及所在地区卫健行政部门也要按上述方案部署开展培训和管理工作。这对于完善试点医 院服务、提升试点医院竞争力，都会有好处，效果可期。 国家卫生健康委办公厅、国家中医药局 ...

可靠股份（301009）公告，公司董事会于近日收到公司股东鲍佳女士发来的《关于要求召开杭州可靠护 理用品股份有限公司2025年第一次临时股东会的函》，鲍佳女士持有公司79,190,682股股份，约占公司 股份总数的29.13%。鲍佳女士作为持有公司10%以上股份的股东，提请公司董事会召开临时股东会，审 议如下议案：议案1：关于2025年度日常关联交易预计的议案议案；1.1：关于公司2025年度与侨治公司 拟发生关联交易的议案议案；1.2：关于公司2025年度与杭港公司拟发生的关联交易的议案以上议案关 联股东应回避表决。 ...

Group 1 - The core viewpoint emphasizes the importance of enhancing internal capabilities to ensure product competitiveness, allowing Chinese companies to maintain control over supply regardless of foreign policies [2][8] - Jiangsu Huaten Personal Care Products Co., Ltd. experienced a surge in orders from American clients following the reduction of tariffs, indicating a strong demand for their products [2][4] - The company has diversified its market strategy by developing new clients in Brazil, Kazakhstan, and Egypt, demonstrating a proactive approach to mitigate risks associated with reliance on a single market [4][5] Group 2 - The company recognizes the unique preferences of the Brazilian market, which differ significantly from those in the U.S. and Europe, allowing for tailored product designs that cater to local tastes [5] - Despite the rapid development of Southeast Asia, the company believes that China's supply chain resilience and efficiency remain unmatched in the short term [6] - The overall revenue of the company has increased despite challenges faced in the first half of the year, reflecting the effectiveness of their strategic adjustments [8] Group 3 - The upcoming "Good Life Expo" aims to stimulate consumer activity and support quality brand growth, providing a platform for domestic companies to expand their market reach [8][9] - The expo will feature a unique online-offline integration model, facilitating direct connections between quality product/service companies and domestic distribution channels [9] - Specific support policies will be implemented for quality enterprises participating in the expo, aimed at enhancing their high-quality development [9]

Core Points - The introduction of the "No Accompanying Care Service" aims to alleviate the burden on families of patients who are disabled or semi-disabled, providing professional care instead of relying on family members [2][3] - This initiative is part of a broader effort to improve patient experience and enhance public satisfaction with healthcare services [2][3] Summary by Sections Implementation of No Accompanying Care Service - The National Health Commission has developed a pilot program for "No Accompanying Care Service," which allows hospitals to provide care for patients during their stay based on their condition and self-care ability [2][3] - The pilot will initially focus on departments such as geriatrics, neurology, and orthopedics, with an emphasis on increasing the number of nurses and qualified medical caregivers in these areas [2][3] Benefits for Patients and Families - The service aims to provide patients with professional care, ensuring their safety and comfort, while allowing family members to focus on emotional support rather than physical caregiving [4][5] - This shift is expected to reduce the psychological burden on patients who feel they are a burden to their families [3][5] Professional Caregiver Training and Management - The program emphasizes the importance of training and managing medical caregivers to ensure high-quality service delivery [5][6] - Hospitals are responsible for the training and oversight of caregivers, ensuring they are equipped to handle basic care tasks without replacing medical professionals [2][5] Financial Considerations - The pricing of the service must be accessible to the general public to avoid becoming a luxury service, necessitating careful cost management and insurance coverage [6] - The government is expected to play a role in regulating costs and ensuring that the service is widely available [6] Accountability and Quality Assurance - The introduction of this service does not absolve hospitals of their responsibilities; instead, it requires them to maintain high standards of care and management [6] - Continuous training and adequate staffing are essential to ensure that patient safety and care quality are not compromised [6]

回归传统核心资产 - 6 月 A 股策略 20250602 摘要 国内经济预期改善，但高频数据显示复苏仍待验证，市场情绪显示小盘 股拥挤度已达历史高位，或引发风格切换或回调。建议关注与内需相关 的传统核心资产，如金融板块中的保险、股份行，以及业绩持续改善的 消费和医药行业龙头。 消费领域看好 A 股和 H 股的新消费，包括养老、医药消费及母婴三个方 向。母婴消费领域推荐母婴零售、婴幼儿奶粉、婴儿护理产品和 AI 玩具。 大众消费中，白酒、啤酒、方便食品及乳制品等新闻方向已出现改善迹 象。 科技成长方面，整体处于拥挤度触底回升阶段，可等待红利热度升至高 位时再配置，关注硬科技领域央企重组。证监会修订上市公司兼并重组 规定，便利硬科技央企重组，重点关注 AI 链、军工、重型机械及医药领 域相关央企并购动向。 海外宏观层面，美债利率冲高后可能触顶回落，美国国内党争可能阻碍 特朗普减税法案通过，关税问题仍可能扰动市场。美债利率快速上行期 间，美股和 A 股行情会有阶段性调整，利率回落后权益市场将重新向上。 Q&A 2025 年 6 月份市场是否有望回归传统核心资产？原因是什么？ 2025 年 6 月份市场有望回归传统 ...