A股收评：三大指数小幅上涨 PCB概念表现亮眼 金十数据6月18日讯，A股三大指数早盘探底回升，午后震荡走高，截至收盘，沪指收涨0.04%，深证成 指收涨0.24%，创业板指收涨0.23%。盘面上，板块快速轮动热点纷呈，银行股震荡回暖，白酒股冲高 回落。电子元件板块午后拉升，PCB方向领涨，逸豪新材、科翔股份20CM涨停。军工装备板块卷土重 来，北方长龙涨停，捷强装备跟涨。稀土永磁概念股跌幅居前，中科磁业跌超12%，宁波韵升跌停。农 药股持续走低，苏利股份、联化科技午后双双跌停。两市成交额超1.2万亿元，个股跌多涨少，超3400 只个股下跌。 ...

Market Overview - The market experienced a rebound after hitting a low, with the three major indices showing slight increases. The Shanghai and Shenzhen stock exchanges had a total trading volume of 1.19 trillion, a decrease of 161 billion compared to the previous trading day [1][2]. Sector Performance - The computing hardware sector saw a strong performance, with multiple stocks, including Hu Dian Co., hitting the daily limit [1]. - The military industry stocks also showed an upward trend, with Bei Fang Chang Long reaching a 20% limit up [1]. - AI glasses concept stocks remained active, with Bi Yi Co. hitting the daily limit [1]. - In contrast, the rare earth permanent magnet sector experienced a decline, with Zhong Ke Magnetic Materials dropping over 10% [1]. Index Performance - The Shanghai Composite Index rose by 0.04%, closing at -3388.81 [2]. - The Shenzhen Component Index increased by 0.24%, closing at -10175.59 [2]. - The ChiNext Index gained 0.23%, closing at -2054.73 [2]. Trading Metrics - The limit-up rate was recorded at 70%, with 40 stocks hitting the limit and 17 stocks touching it [5]. - The performance of stocks that hit the limit yesterday was 0.84% today, with a high opening rate of 70% and a profit rate of 46% [5].

金十数据6月18日讯，A股三大股指早盘震荡调整，小幅下跌。截至午盘，沪指跌0.20%，深成指跌 0.15%，创业板指跌0.36%，全市场半日成交额7627亿元，较上日缩量276亿元。盘面上，军工股领涨， 新光光电、北方长龙、长城军工涨停。稀土永磁板块回调，奔朗新材、中科磁业跌超10%。银行股逆势 活跃，农业银行等多股再创历史新高。个股跌多涨少，全市场超4000只个股飘绿。 A股午评：三大股指小幅下跌 银行股逆市上涨 ...

智通财经6月18日电，市场早盘震荡调整，三大指数小幅下跌。沪深两市半日成交额7430亿，较上个交 易日缩量285亿。盘面上热点较为杂乱，个股跌多涨少，全市场超4100只个股下跌。从板块来看，军工 股集体走强，北方长龙20CM涨停。算力硬件股展开反弹，中京电子涨停。银行股逆势活跃，农业银行 等多股再创历史新高。下跌方面，稀土永磁概念股震荡走低，中科磁业跌超10%。板块方面，军工、 PCB、白酒、油气等板块涨幅居前，美容护理、稀土永磁、CRO、农药等板块跌幅居前。截至收盘，沪 指跌0.2%，深成指跌0.15%，创业板指跌0.36%。 午评：三大指数小幅调整 全市场超4100只个股下跌 ...

Market Overview - A-shares opened slightly lower on June 18, with all major indices in the red and over 4200 stocks declining [1] - The Shanghai Composite Index fell by 0.41% to 3373.61, while the Shenzhen Component decreased by 0.23% to 10128.47 [2] Sector Performance - The food and beverage sector showed initial strength, particularly in liquor stocks, with notable gains from companies like Mogaos, Huangtai Wine, and Jinzhongzi Wine, all hitting the daily limit [5][6] - The photovoltaic inverter, liquor, military, and digital currency sectors experienced localized rallies, while rare earth permanent magnet stocks saw significant pullbacks [3][11] Liquor Industry Insights - During the "618" shopping festival, several e-commerce platforms initiated aggressive price cuts on liquor, with high-end products like Feitian Moutai seeing price drops, which has become a key market variable [7] - Specific liquor stocks such as Mogaos, Huangtai Wine, and Jinzhongzi Wine reported increases of approximately 10% [6] Oil and Gas Sector Activity - The oil and gas sector was notably active, with companies like Zhun Oil and Beiken Energy experiencing substantial gains, attributed to rising international oil prices amid escalating geopolitical tensions in the Middle East [8][9] Defense and Military Sector - The defense and military sector saw significant upward movement, with stocks like Changcheng Military Industry hitting the daily limit and others like Beifang Longzhong and Jiekang Equipment rising over 10% [10] Consumer Sector Weakness - The broader consumer sector faced challenges, with retail stocks declining, particularly in the small commodity market, where Xiaoshangpin City dropped over 9% [11][12] - The beauty and personal care sector also experienced declines, with several companies reporting drops exceeding 5% [13] Rare Earth Sector Decline - Rare earth permanent magnet stocks faced notable declines, with companies like Beikong Technology nearing the daily limit down, and others like Zhongke Magnetic and Keheng shares dropping over 9% [15][16]

Group 1 - The rare earth permanent magnet concept has continued to weaken, with Benlang New Materials experiencing a decline of over 10% [1] - Beikong Technology is approaching the limit down, while companies such as Zhongke Magnetic, Ningbo Yunsheng, Xici Technology, and Guangsheng Nonferrous have all dropped by over 5% [1]

Group 1 - The A-share rare earth permanent magnet sector has experienced a pullback, with companies such as Benlang New Materials and Beikong Technology seeing declines of over 9% [1] - Other companies in the sector, including Zhongke Magnetic Industry, Huayang New Materials, and Keheng Co., also followed the downward trend [1]

Group 1 - A-shares opened lower with the Shanghai Composite Index down 0.04% and the ChiNext Index down 0.16%, while sectors like liquor and oil extraction showed activity, and rare earth permanent magnets and innovative drugs faced declines [1] - Huaxi Securities focuses on the upcoming Lujiazui Forum on June 18, expecting the release of significant financial policies that could support the A-share market's upward momentum [1] - The recent negotiations between China and the US align with market expectations, but geopolitical tensions in the Middle East are impacting global risk appetite, leading to short-term fluctuations in A-shares [1] Group 2 - China Galaxy Securities anticipates that the A-share market will likely maintain a volatile trend in the short term, emphasizing the importance of structural opportunities [2] - Despite external uncertainties, domestic economic resilience is expected to strengthen due to ongoing policy support, with a notable trend of residents reallocating wealth towards financial assets [2] - The expansion of equity public funds and the influx of medium to long-term capital are expected to contribute to a stable and improving funding environment for A-shares [2] Group 3 - Shenwan Hongyuan suggests that stable capital market policies provide a "buffer" against macro disturbances, allowing for a focus on sector performance rather than macroeconomic analysis [3] - The primary downside risk for the market is linked to long-term transmission chains, particularly if the US economy underperforms, which could delay improvements in A-share supply-demand dynamics [3] - The process of validating China's global competitiveness is seen as a phase for optimistic expectations to develop, although this may also introduce potential disturbances as market conditions change [3]

Group 1 - The rare earth permanent magnet sector experienced a short-term surge, with Benlang New Materials rising over 10% [1] - Other companies such as Ningbo Yunsheng (600366), Beikong Technology (600980), Zhenghai Magnetic Materials (300224), Shenghe Resources (600392), and Dadi Bear also saw increases [1]

Core Viewpoint - The market is expected to have limited pullback due to ample liquidity, and quality stocks with good performance in Q1 and positive expectations for mid-year reports can be accumulated on dips [2][6]. Market Overview - The A-share market is facing resistance at the upper range, with sectors such as communication optical modules, rare earth permanent magnets, brokerage firms, and innovative pharmaceuticals showing performance, although market hotspots are switching rapidly [2]. Weekly Review - On June 10, a framework agreement was reached between China and the U.S. after extensive talks, focusing on rare earths and technology. China's export controls on certain heavy rare earths since April have heightened concerns among overseas companies reliant on these materials, with approximately 80% of U.S. rare earth demand depending on imports from China. The importance of rare earth permanent magnet materials is increasing in various sectors, including robotics, new energy vehicles, and consumer electronics, leading to strong performance in the A-share rare earth permanent magnet sector [3]. - The optical module sector performed well, with expectations of significant growth in 800G optical module products driven by AI infrastructure and traditional cloud data center technology upgrades. Additionally, demand for higher-value 1.6T products is anticipated to surge by 2026. Nvidia's strong stock performance and plans to build AI factories in Europe have positively impacted related sectors, including PCB and communication industry stocks [4]. - The innovative pharmaceuticals and brokerage sectors also showed performance, while the liquor sector negatively impacted the market. The market saw gains in oil and gas sectors due to heightened tensions in the Middle East [4]. Market Outlook - The Shanghai Composite Index is operating at the upper range, supported significantly by the banking sector. The Shenzhen Component Index is relatively weaker, affected by the new energy and Apple supply chain. Future market trends will need to consider changes in the Middle East geopolitical situation and developments in U.S.-China trade negotiations [5].