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郑眼看盘丨地缘冲突持续,A股港股回调
Sou Hu Cai Jing· 2025-06-19 10:40
Market Performance - A-shares experienced significant declines, with the Shanghai Composite Index falling by 0.79% to 3362.11 points, the Shenzhen Composite Index down by 1.50%, and the ChiNext Index decreasing by 1.70% [1] - The total trading volume across A-shares was 12,809 billion, slightly up from 12,218 billion the previous day [1] - In terms of sector performance, oil and gas sectors showed strength, while hotel and restaurant, and banking sectors performed relatively better [1] Geopolitical Impact - Ongoing military conflict between Israel and Iran has escalated, lasting for 7 days, contributing to market volatility and increased risk aversion [1] - A-shares are affected by geopolitical tensions, though to a lesser extent compared to Hong Kong stocks, which saw a notable decline [1] Federal Reserve Update - The Federal Reserve maintained the benchmark interest rate at 4.25%-4.50%, marking the fourth consecutive meeting without a rate change [2] - The "dot plot" indicates that most Fed members expect a 50 basis point rate cut by the end of the year, likely in two 25 basis point increments [2] - Market expectations suggest that the Fed will not cut rates in July, with potential cuts anticipated in September [2]
6月19日晚间重要公告一览
Xi Niu Cai Jing· 2025-06-19 10:24
Group 1 - Chengjian Development received a dividend of 7.1282 million yuan from Beijing Jingcheng Jiaye Property Co., Ltd., in which it holds a 33.47% stake [1] - Shengnuo Bio expects a net profit attributable to shareholders of 77.0275 million to 94.1448 million yuan for the first half of 2025, representing a year-on-year increase of 253.54% to 332.10% [1] - JKN2301 dry mixed suspension has been approved for clinical trials, targeting children with influenza [5][6] Group 2 - Jindawei obtained a patent for a method of purifying natto kinase, with a validity of twenty years [2] - CITIC Guoan plans to increase its stake in China Broadcasting Hunan Company to approximately 5.29% through a capital increase of 278 million yuan [2] - Ji Electric announced the resignation of its general manager, Niu Guojun, due to work changes [3] Group 3 - Xintian Green Energy successfully issued 1.5 billion yuan in green medium-term notes with a term of 3+N years and an interest rate of 2.05% [7] - Hengrun Co. plans to invest 1.2 billion yuan in a project to produce 2,000 sets of wind turbine gearbox components [9] - Pulaide received a government subsidy of 10 million yuan, accounting for 15.87% of its audited net profit for the last fiscal year [10] Group 4 - Boteng Co. passed the EU QP audit, receiving a compliance statement for its CDMO services [12] - Zhou Dasheng added 7 self-operated stores in May, with total investments ranging from 900,000 to 6.5 million yuan [13] - Wantai Bio initiated a Phase III clinical trial for its live attenuated varicella vaccine [15] Group 5 - Shanghai Pharmaceuticals received a drug registration certificate for Pregabalin capsules in Thailand [19] - Sanxing Medical's subsidiary is expected to win contracts worth approximately 143 million yuan from State Grid projects [21] - Jiangsu Huachen plans to issue 460 million yuan in convertible bonds [24] Group 6 - Jian Gong Repair won a soil pollution remediation project worth 32.76 million yuan [25] - Dize Pharmaceutical completed patient enrollment for a global Phase III clinical trial of its drug [26] - Del Co. received acceptance for its application to issue shares for asset acquisition and raise matching funds [27] Group 7 - Beijing Kerui won multiple power grid projects with a total value of approximately 154 million yuan [27] - Xie Chuang Data signed financing lease contracts totaling 498 million yuan with Su Yin Financial Leasing [28] - Meige Intelligent submitted an application for H-share listing on the Hong Kong Stock Exchange [29][31] Group 8 - Aikodi plans to repurchase shares worth 100 million to 200 million yuan for employee stock ownership plans [54] - Kong Kong Industrial intends to sell 80% of Tianyuan Construction to its controlling shareholder [55] - Youyou Green Energy proposed a cash dividend of 12 yuan per 10 shares, totaling 50.4 million yuan [55]
晚间公告丨6月19日这些公告有看头
Di Yi Cai Jing· 2025-06-19 10:04
【品大事】 海正药业:拟投资成立合成生物学合资公司 海正药业公告,公司拟与全资子公司瀚晖制药之香港全资子公司辉正国际合资设立合成生物学独立子公 司,注册资本3.5亿元。海正药业拟认缴出资2.6亿元,占74.29%,辉正国际拟认缴出资0.9亿元。合资公 司将整合资源,提升决策效率,为公司合成生物学业务发展提供支撑。 金种子酒:公司经营范围不存在变更主业情况 金种子酒发布澄清公告称,公司近日关注到有关媒体发布题为《经营范围删除"白酒",金种子酒要转 型?》,《金种子酒不做白酒了?》等相关报道,公司现就相关情况予以澄清说明。公司原经营范 围"白酒和其他酒生产"系公司1998年上市以来在工商登记系统填报信息,没有发生过变更。为使用市场 监管总局统一的《经营范围规范表述目录(试行)》开展经营范围登记规范化工作,根据市场监督管理 局要求,公司现有的经营范围表述需同步变更为《经营范围规范表述目录(试行)》中对应的规范表 述,为适应工商登记分类变化,公司对经营范围进行相应规范调整,由"白酒和其他酒生产"变更为"酒 制品生产",公司经营范围不存在变更主业情况,未来公司将继续聚焦资源,做优做强白酒主业。 6月19日晚间,沪深两市 ...
皓元医药(688131)每日收评(06-19)
He Xun Cai Jing· 2025-06-19 09:59
皓元医药688131 时间: 2025年6月19日星期四 52.85分综合得分 较强 趋势方向 主力成本分析 43.50 元 当日主力成本 45.24 元 5日主力成本 40.46 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 2次 43.80 元 20日主力成本 次 北向资金数据 持股量808.56万股 占流通比3.92% 昨日净买入-36.32万股 昨日增仓比-0.177% 5日增仓比-0.241% 20日增仓比-0.14% 跌停 0 技术面分析 49.83 短期压力位 44.51 短期支撑位 49.83 中期压力位 36.75 关联行业/概念板块 化学制药 -2.62%、CRO -2.47%、创新药 -2.44%、减肥药 -2.50%等 中期支撑位 股价跌破短期支撑位,短线观望为宜; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 ★平顶★ 温和的反转 资金流数据 2025年06月19日的资金流向数据方面 主力资金净流出2126.32万元 占总成交额-13% 超大单净流出514.23万元 大单净流出1612.09万元 散户资金净流入34.02万 财务数据 最近的财报数据显示,该股于202 ...
A股突变!超4600股飘绿!石油股逆市大涨
证券时报· 2025-06-19 09:12
Market Overview - A-shares showed weak performance on June 19, with the Shanghai Composite Index down nearly 1% and the Hang Seng Index dropping close to 2% [1][2] - Major A-share indices experienced fluctuations, with the Shenzhen Component Index and ChiNext Index both falling over 1% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,811 billion yuan, an increase of nearly 600 billion yuan compared to the previous day [1] Sector Performance Oil Sector - The oil sector surged against the market trend, with Shouhua Gas hitting a 20% limit up and Tongyuan Petroleum rising over 11% [4] - Other notable performers included Shandong Molong and Zhun Oil, both achieving five consecutive limit-ups [4] - The geopolitical situation in the Middle East, particularly the conflict between Iran and Israel, has led to increased oil price volatility [6] Pharmaceutical Sector - The pharmaceutical sector saw significant declines, with Changshan Pharmaceutical hitting a 20% limit down and Hanyu Pharmaceutical and Guangsheng Tang dropping over 10% [14] - Changshan Pharmaceutical had recently reached a historical high, with a cumulative increase of nearly 190% over the past month and a half [16] - The company is facing uncertainty regarding the market entry of its diabetes treatment, which is still under review by regulatory authorities [16] Solid-State Battery Sector - The solid-state battery concept was active, with Haike New Source achieving a 20% limit up and Tianli Lithium Energy rising approximately 12% [8] - The sector is benefiting from strong policy support and increasing demand from emerging applications, with significant advancements in technology expected by 2025 [12] - The fifth China International Solid-State Battery Technology Conference is being held on June 19-20, 2025, highlighting the industry's focus on innovation [10]
避险情绪升温 三大股指集体回调 但这个板块备受资金追捧
Mei Ri Jing Ji Xin Wen· 2025-06-19 08:47
6月19日,A股三大指数集体回调,截至收盘,沪指跌0.79%,收报3362.11点;深证成指跌1.21%,收报10051.97点;创业板指跌1.36%,收报2026.82点。 沪深两市成交额达到12506亿元,较昨日放量596亿元。 个股方面,上涨股票数量超过700只,近40只股票涨停。行业板块方面,采掘行业、石油行业、燃气行业逆市走强,多元金融、珠宝首饰、家用轻工、小 金属、计算机设备、化学制药、通信服务板块跌幅居前。 今日盘面人气较为低迷,沪指早盘跌破20日均线3373.33点后加速下行。下午盘中虽一度试图反抽,但最终仍以3362.11点收盘。 有市场分析认为,美联储何时降息依旧不明朗,导致市场认为不确定性增加。 北京时间周四(6月19日)凌晨,美联储宣布将联邦基金利率目标区间维持在4.25%至4.50%之间不变,这是美联储今年以来连续第四次决定维持利率不 变。 美联储是否降息、何时降息,以及混沌不明的态度,影响了市场风险偏好。正如工银国际首席经济学家程实所点评的:尽管美联储尚未明确表态下一步降 息的时间点,但在经济下行风险上升、市场忧虑情绪加剧的背景下,市场预期与美联储政策之间的分歧正日益显现。 这种不 ...
药石科技: 南京药石科技股份有限公司向不特定对象发行可转换公司债券受托管理事务报告(2024年度)
Zheng Quan Zhi Xing· 2025-06-19 08:32
Group 1 - The company, Nanjing Pharmablock Sciences Co., Ltd., issued convertible bonds to unspecified investors, with a total issuance of 11.5 million bonds at a face value of 100 RMB each, raising a total of 1.15 billion RMB [3][5][23] - The net proceeds from the bond issuance, after deducting various fees, amounted to approximately 1.14 billion RMB [3][23] - The bonds are set to mature in six years, with an annual interest rate that increases progressively from 0.3% in the first year to 2.0% in the sixth year [5][6] Group 2 - In 2024, the company reported a revenue of 1.688 billion RMB, a decrease of 2.12% year-on-year, while the net profit attributable to shareholders increased by 11.24% to 220 million RMB [21][22] - The company achieved a net cash flow from operating activities of 303 million RMB, reflecting a 22.68% increase compared to 2023 [21][22] - The company’s new orders in the CDMO segment grew by 12.43% year-on-year, with a 31.12% increase in order quantity [21][22] Group 3 - The initial conversion price for the bonds was set at 92.98 RMB per share, with subsequent adjustments based on stock performance and dividend distributions [8][29] - The bond's credit rating has been maintained at AA, with a stable outlook as per the annual tracking reports [18][26] - The company has implemented measures to manage customer credit and optimize cash flow, contributing to improved financial performance [21][22]
新华制药:OAB-14干混悬剂完成Ⅱ期临床中国首例患者入组
news flash· 2025-06-19 08:18
新华制药(000756)公告,治疗轻至中度阿尔茨海默病的OAB-14干混悬剂已完成Ⅱ期临床中国首例患 者入组。OAB-14干混悬剂Ⅱ期药物临床试验由首都医科大学宣武医院联合全国多中心共同参与,于 2025年6月19日完成中国首例患者入组。OAB-14是新华制药与沈阳药科大学合作研制的具有自主知识产 权的新化学结构创新药,属于1类创新药。 ...
金十图示:2025年06月19日(周四)富时中国A50指数成分股今日收盘行情一览:石油板块午后翻红,银行股全天走势分化
news flash· 2025-06-19 07:07
金十图示:2025年06月19日(周四)富时中国A50指数成分股今日收盘行情一览:石油板块午后翻红,银行股全天走势分化 保险 中国太保 队 中国人保 中国平安 ■ 3705.97亿市值 3354.61亿市值 9687.84亿市值 9.40亿成交额 21.44亿成交额 4.70亿成交额 34.87 8.38 53.20 -0.62(-1.75%) -0.61(-1.13%) -0.10(-1.18%) 酸酒行业 贵州茅台 山西汾酒 五粮液 17913.38亿市值 2154.46亿市值 4552.35亿市值 34.90亿成交额 19.27亿成交额 10.57亿成交额 117.28 1426.00 176.60 +1.00(+0.07%) -0.85(-0.48%) -1.05(-0.89%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2262.55亿市值 2429.93亿市值 3118.10亿市值 25.20亿成交额 19.75亿成交额 14.36亿成交额 423.56 582.08 134.15 +7.58(+1.82%) -1.83(-0.31%) -0.53(-0.39%) 汽车整车 铁路公路 比 ...
化学制药板块短线走低 常山药业跌超12%
news flash· 2025-06-19 01:48
暗盘资金正涌入这些股票,点击速看>>> 化学制药板块短线走低,常山药业(300255)跌超12%,永安药业(002365)、翰宇药业(300199)、 通化金马(000766)、广生堂(300436)等跟跌。 ...