整一个甩锅现场。于是美元反弹，美股下跌。 2、中东局势继续保持。今天以方的证券交易中心被炸，A股公子出手买单，昨晚大家都说会来一个大的，结果今天A股来了一个大的。 A股今天终于出现像样的下跌，又到了老环节，什么原因导致下跌的？ 找了一圈，有以下这几个原因，大家看看那个最合适。 1、昨晚美联储议息会议，如市场预期一般保持不降息。随后美联储主席鲍威尔新闻发布会，表示为啥美联储不降息？还不是因为你川普搞的什么关税 战，通胀的前景太不明朗了，我们决定看看再说。 随后，川普就在推特上大骂鲍威尔，以前还是什么太迟先生，这会直接开骂。 所以，今天A股下跌的理由找到了吗？ 值得一提的是，今天下跌两市再次放量，1.28万亿，比上个交易日多了591亿，同时大盘资金净流出739亿。 两市个股下跌家数4646家，跌停个股20只，涨停才39只，可以说今天是6月以来最惨的一天。 板块上除了油气，还在跟随国际油价持续上涨，其余全军覆没。昨天，还有科技续力，今天是啥也没有。 但你要说，有什么太大的风险存在，也不尽然。 3、港股连续回调，创新药和新消费接连调整，而且今天海天味业上市港股破发。 微盘股，目前还没有呈现出24年4次崩盘的前兆。最关 ...

Group 1 - Zhongman Petroleum successfully won the exploration and development rights for the Zerafa II natural gas block in Algeria, which is a product sharing contract (PSC) project [1] - The company plans to negotiate the contract with the Algerian Ministry of Energy and Mines and aims to implement an integrated industrial chain covering natural gas exploration, development, and comprehensive operations [1] - The project will enhance the company's resource base and provide valuable international project operation experience [1] Group 2 - China National Petroleum Engineering Co., a subsidiary of China National Petroleum Corporation, signed an EPSCC contract worth $1.601 billion (approximately 11.538 billion RMB) with TotalEnergies for the gas processing plant project at the Atawi oil field in Iraq [2] - The company also received a contract award letter for the midstream gas pipeline project at the Atawi oil field, with an estimated contract value of $294 million (approximately 2.122 billion RMB) [2] - China National Petroleum Corporation signed several framework agreements with Kazakhstan, focusing on expanding cooperation in natural gas exploration, refining, and chemical industries [2] Group 3 - Increased overseas investment by Chinese oil companies promotes bilateral or multilateral economic cooperation and strengthens political and economic ties with resource-rich countries [3] - Chinese oil companies have accumulated technological innovation capabilities, which are core advantages in international competition, particularly in complex geological conditions [3] - Localized strategies, such as hiring local employees and sourcing local materials, enhance market competitiveness and promote local economic development [3]

Core Viewpoint - The company Wisdom Oil Investment Co., Ltd., a wholly-owned subsidiary of Potential Energy Holdings (300191), has secured exploration and development rights in the Bohai Sea Block 9/17 through a bidding process organized by China National Offshore Oil Corporation (CNOOC) [1] Group 1: Contract and Exploration Details - Wisdom Oil signed a 30-year production sharing contract with CNOOC on April 12, 2019, for the exploration area, with all exploration costs to be covered by Wisdom Oil [1] - If commercial oil and gas discoveries are made in the 9/17 block, Wisdom Oil will hold at least 49% of the extraction rights, with a production period of 15 years [1] - Since the start of exploration activities, six exploratory wells have been drilled in four exploration layers, all yielding oil and gas discoveries [1] Group 2: Upcoming Drilling Operations - To confirm the oil and gas reserves in the Ordovician carbonate rock structure QK18-9, Wisdom Oil has completed various preparatory works for the QK18-9-6 well, including geological design and drilling engineering design [1] - The drilling operation for QK18-9-6 is expected to commence on June 20, 2025, with the total drilling and associated costs projected to be no more than $16 million [1] - The drilling contractor is CNOOC Oilfield Services Co., Ltd., and the supporting service company is CNOOC AIP Oil and Gas Testing (Tianjin) Co., Ltd. [1]

中京电子二连板，最新股价9.91元/股。消息面上，三大厂商退出DDR4，存储芯片涨价潮再度来袭。公司主营印制电路板(PCB)的研、产、销。公司 一季度实现营收7.43亿元，同比增长12.19%；归母净利润676.06万元，实现扭亏为盈。 | | | | | | 0月 17日旅行放到年以立新町 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | 收盘价 | 换手率 | 涨停板封单 | 封单资金 连板 | | 涨停原因 | | | | (元) | (%) | (万手) | (亿元) | 大数 | | | 002579 | 中京电子 | 9.91 | 2.63 | 39.53 | 3.92 | 2 | AI眼镜+PCB+小米概念+人形机器人 | | 002207 | 准溫股份 | 10.05 | 15.32 | 12.47 | 1.25 | 5 | 油气服务+订单增长+国企改革 | | 002424 | ST白灵 | 4.39 | 0.38 | 27.18 | 1.19 | 1 | 申请摘帽+苗药龙头+黄连解毒丸 | | 30048 ...

因此短期这个方向仍存在想象空间，但由于题材已经经历过一轮炒作，所以往后大概率也是核心的名牌 博弈。从今日盘面走势来看，准油高开后率先晋级，自然仍是板块内容易。其次墨龙作为同身位换手晋 级，卡掉了贝壳强度上来说是弱于准，但历来换手就更有持续性。最后就是创业板的通源，从油气板块 爆发以来就一路走高，板块强势仍是资金套利的最好标的，至于贝肯今日虽被卡位没能成功走强，但从 盘中承接力度来说仍有反复的机会。当然除了油气以外，仍有部分资金对稳定币不死心，特别是今日再 度出现新的低位首板，电科和金桥，而且东信回落之后，尾盘还出现近8,000万资金抢筹，这从资金选 择来说就是在博弈明日资金再度回流，但大概率也只会是核心几个标的的修复。而且这次的修复也是资 金边打边撤的选择，因为本该在东信带动回流修复的恒宝全天两次冲高回落，这从本质上来说资金已经 在考虑撤退，而恒宝作为这一轮稳定币的核心，很多资金都是锚定恒宝强势而选择套利其他的后排标 的，而当下恒宝也有转弱向下的趋势，可能所以像谐星金石这种大概率会延续走弱，当然由于稳定币方 向是有大量资金参与今日的时代，电科又硬顶高位分歧，因此两者主动晋级就会再次激活资金回流，像 安妮东信都 ...

6月19日，连续等待多天的这个变盘选方向，今天终于给出来了，只不过是给到的是大部分人都不愿意 见到的向下。今天市场的话呢呃又是4000多家待涨，走得很弱。和讯投顾李炜觉得接下来可能从策略上 需要小幅度的呢降低一下交易的这个预期。前面我也跟大家聊到过，最近的这个小变盘，呢就是围绕这 个区间看看它是上方强势的这种震荡，完了之后去冲击3417，还是去寻求这个宽幅震荡的下轨3330去寻 求支撑。那么这儿既然选择向下，那接下来其实就是耐耐心心的等一等，看看到3430左右，有没有止跌 的这个低吸的机会，节奏上的话呢可能相对的难熬了一点啊难熬一点。因为他有可能他会明天就开始给 修复，给修复的话呢就是围绕中轨这儿来回再震一震，再磨一磨时间就是走得极其的慢，结构上也走得 极其的慢，上也上不去，下也下不来这种状态。所以大家也就意味着针对于一些热门板块也好，针对于 个股的这个买点定位也好，适当的呢就是又要回归到比市场节奏慢半拍，或者是慢一拍的这种状态当 中。 （原标题：和讯投顾李炜：向下变盘！明天怎么走？） 那那两个概念呢我觉得强度已经有所下降，虽然数字货币虽然稳定，币强度也有下降，但是这里面的话 呢目前还是以强势视角，啊目前还是 ...

Market Overview - A-shares experienced a noticeable decline today, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down by 0.79%, 1.21%, and 1.36% respectively, while over 4600 stocks fell and around 700 stocks rose [4] Solid-State Battery Sector - The solid-state battery sector showed strength in the morning, with stocks like Nord Shares achieving three consecutive limit-ups, while others such as Xiangtan Electric and Fengyuan Shares also hit the daily limit [3] Oil and Gas Sector - The oil and gas sector rebounded after hitting lows, with stocks like Zhun Oil and Shandong Molong achieving five consecutive limit-ups, and several others including Maohua Shihua and Baomo Shares hitting the daily limit [3][12] - Oil futures rose again, contributing to the overall increase in oil and gas stocks, with oil reform, shale gas, and oil service sectors rising by 2.36%, 2.08%, and 1.73% respectively [12] Natural Gas Sector - The natural gas sector saw significant gains in the afternoon, with stocks like Shouhua Gas and Blue Flame Holdings hitting the daily limit, while others like Tianhao Energy and Changchun Gas also experienced substantial increases [3] Short Drama Sector - The short drama sector experienced a localized surge in the afternoon, with stocks like Zhangyue Technology and Ciweng Media hitting the daily limit, driven by Tencent's recent launch of a new short drama mini-program [10] Stablecoin Sector - Circle, dubbed the "first stablecoin stock," saw a significant increase of over 33%, reaching a new high since its listing, which catalyzed a partial rise in stablecoin concept stocks, although the sector faced a decline later in the day [7] Ant Group and Digital Currency Concepts - Ant Group concept stocks and digital currency stocks both saw declines of 1.97% and 3.03% respectively, despite some initial high openings [8] Middle East Conflict - Ongoing discussions regarding the Middle East conflict, particularly involving Iran and Israel, have led to increased volatility in oil prices and a subsequent rise in oil and gas stocks [12] Fujian Forestry Stocks - Fujian's "three forestry brothers" have shown unusual trading patterns, with stocks like Fujian Jinsen and Yong'an Forestry experiencing erratic movements without clear catalysts [14][15][16]

A股复盘 | 牛市多暴跌 / 2025.06.19 昨天乐了一天，今天直接麻了啊！ 下午这是咋了？难道就是因为美国要袭击伊朗吗？虽然亚太股市、欧股都在跌， 但是我一看以色列是涨的，怎么A股交钱交得这么痛快啊？ 今天一大早，又看到熟悉的华尔街日报的消息了，美国总统特朗普已告诉他的高 级助手， 称他已批准了对伊朗的攻击计划，但暂不下达最终命令， 以观察伊朗 是否会放弃其核计划。特朗普希望通过威胁手段迫使伊朗满足其要求。 开盘后彭博消息又来了！ 美国高级官员正在为未来几天可能对伊朗发动的打击做准备。这些知情人士表 示，局势仍在变化之中，一切都有可能改变。部 分人士指出，可能会在周末发动 打击。另有一名知情人士透露，联邦多个关键机构的高级领导人已开始为攻击做 准备。 大A市场 一怕过节，二怕开会， 三怕出军费 李鲲朗 广东 7分钟前 A股：股民的耶路撒冷 S 山西 13分钟前 真铭记了 俊猛 福建 14分钟前 "上市是起点不是终点，融资是工具不是目的 亏钱是起点还是终点包 观察者网 \ v > 06月18日 19:00 来自 微博视频号 #伊朗 今晚大事#【#伊朗媒体宣告今晚将发生一件大事#】18日,伊朗国家媒体发帖 ...

当日，伊朗对以色列实施第 14轮打击，并使用"泥石"弹道导弹袭击德黑兰地区，引发中东局 势紧张。以色列国防军亦对伊朗核设施所在区域发动空袭，双方冲突升级。此事件对市场情绪 产生较大影响，尤其是和源板块和伊朗替代概念。 油气开采及服务板块逆势领涨，万得行业指数中，能源设备与服务指数（ 882200.WI）涨 1.98%，燃气指数（882259.WI）涨1.27%，石油天然气指数（882201.WI）涨0.93%，表 明投资者对能源安全和地缘风险下的资源需求预期增强。 6月19日，A股市场延续弱势，三大主要指数集体下行。截至收盘，上证指数跌0.79%报 3362.11点，深证成指跌1.21%报10051.97点，创业板指跌1.36%报2026.82点，万得全A 跌1.2%报5103.13点。全市场成交额达1.28万亿元，超4600只个股下跌，仅716只个股上 涨，市场情绪偏冷。 板块表现：避险 +高低切，军工、机器人逆势上涨 尽管整体市场承压，但部分板块逆势上扬，如避险属性的军工板块， 板块内多只个股涨幅居 前，例如中兵红箭涨 3.88%，长城军工涨10.02%，北方长龙涨20.01%，显示出军工板块在 地缘 冲 ...

Summary of Shenneng Co., Ltd. Conference Call Company Overview - Shenneng Co., Ltd. operates in the energy sector with a diversified energy structure, where coal power accounts for approximately 20% and renewable energy, particularly wind power, has a significant share [2][3][6]. Key Points Business Segments - The company has two main business segments: electricity and oil & gas. In the electricity segment, coal power accounts for less than 50%, natural gas power for 15-20%, and the remainder is renewable energy, with a high proportion of wind power [3][6]. - The oil & gas segment focuses on resources in East China, South China, and Xinjiang, with ongoing exploration and development activities [4]. Renewable Energy Projects - The Hainan CD2 Phase I 600,000 kW offshore wind project has been connected to the grid in Q1 2025. Future large-scale renewable energy investments are planned in Xinjiang, Hainan, and Shanghai, with an estimated investment of about 130 billion yuan over the next five years, of which 20% will be equity [2][7]. - The company plans to add 2.8 to 3 GW of new installed capacity in 2025, excluding the Shanghai offshore photovoltaic and Xinjiang onshore wind projects [20]. Financial Performance - The coal procurement structure consists of approximately 70% long-term contracts and 30% market coal, with a slight increase in market coal this year. The price of coal for the company's controlled enterprises is between 850-870 yuan per ton, reflecting a year-on-year decrease of about 10% [9][10]. - The company reported stable performance in the electricity segment, with no losses in 2025, and improved profitability due to declining coal prices [17]. Capital Expenditure and Investment Strategy - The capital expenditure for 2025 is primarily focused on two projects in Xinjiang: 2 GW of photovoltaic and 1.35 GW of wind power, along with a 500,000 kW offshore photovoltaic project in Shanghai [10][21]. - The company aims to maintain a dividend payout ratio of 55-60%, with dividends expected to be distributed in mid-July 2025 [7]. Market Conditions and Pricing - The electricity price in the Shanghai region is relatively stable, with limited impact from the opening of the spot market due to stable supply and demand [11][12]. - The offshore photovoltaic project in Shanghai is expected to have a construction cost of about 7 yuan per watt, which is competitive compared to other projects [14]. Future Outlook - The company anticipates that the renewable energy projects in Xinjiang, Hainan, and Shanghai will attract investor interest due to favorable electricity pricing [19]. - The overall investment return rate for large-scale projects is expected to be competitive, with an average capital return rate of around 6.5% and total investment return rates potentially reaching 8-9% [26]. Additional Insights - The company has diversified its financial investments, holding approximately 2 billion yuan in secondary market financial stocks, including shares in major banks and ETFs [5]. - The company is also exploring opportunities in traditional power generation, biomass energy, and hydropower projects to ensure energy security and meet public demand [22].