证券时报·数据宝统计，截至下午13:59，今日沪指涨0.39%，A股成交量777.48亿股，成交金额9310.49亿 元，比上一个交易日减少0.50%。个股方面，3748只个股上涨，其中涨停73只，1456只个股下跌，其中 跌停3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2.55%、2.36%、 1.75%；交通运输、煤炭、公用事业等跌幅最大，跌幅分别为0.62%、0.25%、0.24%。（数据宝） | 国防军工 | | | | 纵横股份 | | | --- | --- | --- | --- | --- | --- | | 公用事业 | -0.24 | 156.43 | -19.60 | 南网能源 | -5.30 | | 煤炭 | -0.25 | 40.02 | -23.25 | 陕西煤业 | -2.00 | | 交通运输 | -0.62 | 206.30 | -9.10 | 江西长运 | -5.99 | 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。 今日各行业表现（截至下午13:59） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨 ...

从基金调研公司的A股总市值统计，总市值在500亿元以上的共有1家，其中总市值超千亿元的有京东方 A等，总市值不足100亿元的有3家，分别是曼卡龙、弘景光电、盛达资源等。 市场表现上，基金调研股中，近5日上涨的有3只，涨幅居前的有曼卡龙、盛达资源、杰瑞股份等，涨幅 为14.82%、3.04%、1.49%；下跌的有5只，跌幅居前的有弘景光电、利亚德、中科创达等，跌幅为 10.39%、2.64%、1.62%。 数据宝统计，基金参与调研股中，近5日资金净流入的有3只，盛达资源近5日净流入资金3741.98万元， 主力资金净流入最多；净流入资金较多的还有思特威、杰瑞股份等，净流入资金分别为2812.07万元、 1322.73万元。（数据宝） 昨日基金共对8家公司进行调研，扎堆调研中科创达、思特威、利亚德等。 证券时报·数据宝统计，6月3日共17家公司被机构调研，按调研机构类型看，基金参与8家公司的调研活 动。中科创达最受关注，参与调研的基金达34家；思特威、利亚德等分别获15家、9家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有3家，创业板公司有4家，科创板公司有1 家。 6月3日基金调研公司一览 ...

FICC日报 | 2025-06-04 股指低开高走，金融板块表现强势 市场分析 特朗普提高关税。国内方面，美方称中方违反日内瓦会谈共识，对此，外交部发言人林剑表示，商务部发言人此 前已就此阐明中方严正立场。日内瓦共识是中美双方在相互尊重、平等协商的原则下达成的。美方在毫无事实根 据的情况下，对中方抹黑指责，出台对华芯片出口管制、暂停对华芯片设计软件销售、宣布撤销中国留学生签证 等极端打压措施，严重破坏日内瓦共识，也损害了中方正当权益。中方对此坚决反对，已提出严正交涉。林剑强 调，施压和胁迫不是同中方打交道的正确方式。我们督促美方尊重事实，停止散布虚假信息，纠正有关错误做法， 以实际行动维护双方达成的共识。海外方面，特朗普宣布将进口钢铁和铝及其衍生制品的关税从25%提高至50%， 该关税政策自美国东部时间2025年6月4日凌晨00时01分起生效。美国从英国进口的钢铝关税仍将维持在25%。 股指上涨。现货市场，A股三大指数低开高走，上证指数涨0.43%收于33631.98点，创业板指涨0.48%。行业方面， 板块指数涨多跌少，美容护理、纺织服饰、银行行业领涨，家用电器、钢铁、煤炭行业跌幅居前。当日沪深两市 成交 ...

Market Overview - The market experienced a slight rebound with all three major indices closing higher, with the Shanghai Composite Index at 3361.98, up 0.43% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion, an increase of 22.3 billion compared to the previous trading day [4] Sector Performance - The top-performing sectors included Beauty Care (up 3.86%), Textile and Apparel (up 2.53%), and Banking (up 1.98%) [1] - Conversely, the sectors that underperformed were Household Appliances (down 2.10%), Steel (down 1.37%), and Coal (down 0.84%) [1] Concept Indices - Notable concept indices that performed well included the China-South Korea Free Trade Zone (up 4.23%), Cell Immunotherapy (up 3.87%), and Football Concept (up 3.56%) [2] - Underperforming concept indices included Special Steel Concept (down 0.93%) and Medical Waste Treatment (down 0.51%) [2] Future Outlook - The market is expected to maintain a range-bound and consolidating trend, with a focus on sectors such as Finance, Pharmaceutical Biology, TMT (Technology, Media, and Telecommunications), and Non-ferrous Metals [4] - The upcoming mid-year performance expectations are anticipated to drive structural market trends, with fundamentals becoming a key factor [4]

Core Viewpoint - The A-share market experienced a rebound on June 3, with broad-based gains across indices, indicating a positive market response to domestic demand and policy support despite external trade tensions [2][7]. Market Dynamics - The market is characterized by "domestic demand-driven and policy-supported" dynamics, with financials, pharmaceuticals, and new consumption sectors attracting significant capital [2][10]. - Recent developments in U.S. tariff issues have heightened market risk aversion, leading to a surge in gold prices and declines in Hong Kong stocks, but the A-share market showed resilience by recovering losses [2][3]. Sector Performance - The consumer sector, particularly in beauty care, maternal and infant care, and pet products, has become a safe haven for funds due to policy support and consumption recovery [3][9]. - The banking sector is favored for its "high dividend and low volatility" characteristics, with several banks reaching historical highs amid increased institutional investment [7][10]. - The precious metals sector is gaining traction as a hedge against geopolitical conflicts and U.S. debt risks, becoming a core tool for mitigating uncertainty [3][9]. Structural Trends - The innovation drug sector is witnessing a fundamental reversal, driven by significant advancements showcased at international conferences, boosting industry confidence [4][9]. - Conversely, sectors like home appliances and steel are experiencing declines due to tariff impacts and reduced earnings certainty, reflecting a market strategy of "avoiding external demand and protecting internal demand" [5][10]. Outlook - Looking ahead to June, the marginal impact of tariff issues is expected to weaken, with domestic policies and industry fundamentals remaining focal points [6]. - In the absence of major catalysts, broad indices are likely to maintain a sideways trend, with structural opportunities emerging in new consumption, defensive sectors, and performance reversals in pharmaceuticals and beauty care [6][9].

主力资金净流出的行业有19个，计算机行业主力资金净流出规模居首，全天净流出资金24.79亿元，其 次是汽车行业，净流出资金为19.59亿元，净流出资金较多的还有电子、机械设备、国防军工等行业。 纺织服饰行业今日上涨2.53%，全天主力资金净流入5.25亿元，该行业所属的个股共105只，今日上涨的 有88只，涨停的有6只；下跌的有14只。以资金流向数据进行统计，该行业资金净流入的个股有56只， 其中，净流入资金超5000万元的有6只，净流入资金居首的是朗姿股份，今日净流入资金1.09亿元，紧 随其后的是曼卡龙、潮宏基，净流入资金分别为7505.80万元、5858.77万元。纺织服饰行业资金净流出 个股中，净流出资金居前的有酷特智能、ST金一、华孚时尚，净流出资金分别为1917.99万元、1713.59 万元、1559.23万元。（数据宝） 纺织服饰行业资金流入榜 沪指6月3日上涨0.43%，申万所属行业中，今日上涨的有20个，涨幅居前的行业为美容护理、纺织服 饰，涨幅分别为3.86%、2.53%。纺织服饰行业位居今日涨幅榜第二。跌幅居前的行业为家用电器、钢 铁，跌幅分别为2.10%、1.37%。 资金面上看，两 ...

118只股公布截至5月31日最新股东户数，相比上期股东户数下降的有68只，降幅居前的是南山智尚、中 航成飞、天孚通信等。 最新筹码集中股排行榜 3股最新股东户数降逾一成 证券时报·数据宝统计显示，共有118只个股公布了5月31日股东户数，与上期（5月20日）相比，股东户 数下降的有68只。其中股东户数降幅超一成的有3只。 股东户数降幅最多的是南山智尚，截至5月31日最新股东户数为28153户，较5月20日下降18.69%，筹码 集中以来该股累计下跌12.33%，累计换手率为37.89%，其间主力资金净流出2.76亿元。 其次是中航成飞，截至5月31日最新股东户数为88366户，较5月20日下降16.14%，筹码集中以来该股累 计下跌3.41%，累计换手率为43.90%，其间主力资金净流出9.13亿元。 市场表现方面，最新一期筹码集中股5月21日以来平均下跌0.34%，涨幅居前的有恒通股份、广信材 料、保税科技等，分别上涨21.96%、12.87%、12.47%。所属行业来看，筹码集中股中机械设备、国防 军工、电子等行业最为集中，分别有14只、7只、6只个股上榜。（数据宝） 投资者除了在定期报告中获得股东信息数 ...

Market Overview - The A-share market saw all major indices rise today, with the Shanghai Composite Index up by 0.43% closing at 3361.98 points, the Shenzhen Component Index up by 0.16% at 10057.17 points, the ChiNext Index up by 0.48% at 2002.70 points, and the Sci-Tech 50 Index up by 0.48% at 981.71 points [1][12] - Overall, 3390 stocks rose while 1782 stocks fell, with a total trading volume of 1141.4 billion yuan, an increase of 2.2 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, the sectors that saw gains included Beauty Care (up 3.86%), Textile and Apparel (up 2.53%), Comprehensive (up 2.02%), Banking (up 1.98%), and Agriculture, Forestry, Animal Husbandry, and Fishery (up 1.80%) [1][12] - The sectors that experienced declines included Household Appliances (down 2.10%), Steel (down 1.37%), Coal (down 0.84%), Building Materials (down 0.52%), and Environmental Protection (down 0.40%) [1][12] Concept Sectors - The top-performing concept sectors today included Gold and Jewelry, Medical Beauty, Dairy Industry, Gene Testing, CRO, Anti-Cancer, Rare Earth, Biological Vaccines, Innovative Drugs, and Medical Supplies Export [2][11] - Conversely, sectors such as Automotive Complete Vehicles, Wireless Charging, and Excavators experienced pullbacks [11]

Market Overview - The Shanghai Composite Index increased by 0.36% as of 13:58, with a trading volume of 779.15 million shares and a turnover of 936.02 billion yuan, representing a 0.34% increase compared to the previous trading day [1]. Industry Performance - The top-performing sectors included: - Beauty Care: Increased by 4.10% with a transaction amount of 10.36 billion yuan, led by Shuiyang Co., which rose by 15.15% [1]. - Comprehensive: Increased by 2.16% with a transaction amount of 2.24 billion yuan, led by Nanjing Xinbai, which rose by 6.23% [1]. - Textile and Apparel: Increased by 2.03% with a transaction amount of 13.61 billion yuan, led by Mankalon, which rose by 19.98% [1]. - The sectors with the largest declines included: - Household Appliances: Decreased by 1.87% with a transaction amount of 15.38 billion yuan, led by Midea Group, which fell by 4.17% [2]. - Steel: Decreased by 1.37% with a transaction amount of 4.86 billion yuan, led by Benxi Steel, which fell by 6.75% [2]. - Coal: Decreased by 1.09% with a transaction amount of 5.21 billion yuan, led by Anyuan Coal Industry, which fell by 4.32% [2]. Detailed Industry Data - The following table summarizes the performance of various industries: | Industry | Change (%) | Transaction Amount (billion yuan) | Change from Previous Day (%) | Leading Stock | Change (%) | | --- | --- | --- | --- | --- | --- | | Beauty Care | 4.10 | 10.36 | 34.48 | Shuiyang Co. | 15.15 | | Comprehensive | 2.16 | 2.24 | 12.95 | Nanjing Xinbai | 6.23 | | Textile and Apparel | 2.03 | 13.61 | 15.61 | Mankalon | 19.98 | | Household Appliances | -1.87 | 15.38 | 17.34 | Midea Group | -4.17 | | Steel | -1.37 | 4.86 | 31.69 | Benxi Steel | -6.75 | | Coal | -1.09 | 5.21 | 45.64 | Anyuan Coal Industry | -4.32 | [1][2]

（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 | ...