A股三大指数今日震荡调整，截至收盘，沪指跌0.75%，深成指跌1.1%，创业板指跌1.13%，北证50指数跌2.92%。全市场成交额15039 亿元，较上日放量2000亿元。全市场超4400只个股下跌。 板块题材上，油气、贵金属、核污染防治、军工板块涨幅居前；消费股整体回调。 盘面上，油气股全天强势，科力股份、山东墨龙（002490）等十余股涨停。黄金股涨幅居前，西部黄金（601069）涨停，晓程科技 （300139）涨超10%。军工股午后发力，晨曦航空（300581）、捷强装备（300875）等涨停。白酒股低迷，皇台酒业（000995）、金 徽酒（603919）跌超5%。医美股重挫，水羊股份（300740）跌超10%，可靠股份（301009）、华业香料（300886）下跌。 暗盘资金流向曝光！提前捕捉庄家建仓信号>> 热点概览： 涨停天梯榜： NO.2 【天然气】 板块内12家涨停，0只连板股，最高连板数为首板，涨停股代表：石化油服（600871）、贝肯能源（002828）。 NO.3 【西部大开发】 板块内12家涨停，0只连板股，最高连板数为首板，涨停股代表：北化股份（002246）、贝肯能源。 今日市场 ...

消息面上，中东局势急剧升温，以色列对伊朗发动先发制人的打击，伊朗德黑兰地区传来巨大爆炸声， 以色列防长卡茨宣布全国进入紧急状态。受此影响，国际油价一度暴涨9%，现货黄金站上3400美元/盎 司，全球股市下挫，其中美股股指期货持续下挫，纳指期货一度跌2%，日本、韩国股市开盘后直线跳 水，日经225指数跌超1%。 6月13日，以色列对伊朗发动打击！A股早盘震荡走弱，市场逾4400股飘绿，截至午间收盘，沪指跌 0.72%，深成指跌1.15%，创业板指跌1.14%。 盘面上，油气股逆势掀涨停潮，科力股份30%涨停，洲际油气等十余股涨停；军工股集体走强，新锦动 力、北方长龙等多股涨停；核污染防治概念发酵，捷强装备20%涨停；贵金属板块延续强势，萃华珠宝 涨停；港口航运板块拉升，凤凰航运涨停。下跌方面，大消费、文化传媒、汽车等板块跌幅居前。 贵金属板块延续强势，西部黄金、萃华珠宝涨停，晓程科技、赤峰黄金、四川黄金等跟涨。 展望后市，光大证券认为，内外因素交织之下，预计指数6月整体将保持震荡。扩内需一直是近期国内 政策的重点，未来有望持续迎来政策催化。 热门板块 1、油气股掀涨停潮 油气股持续拉升，科力股份30%涨停，山东 ...

乌称袭击俄坦波夫州一核心火药厂 智通财经6月11日电，乌克兰国家安全与国防委员会反虚假信息中心主任安德烈·科瓦连科当地时间6月 11日在其官方社交平台上称，俄罗斯坦波夫州的坦波夫火药厂遭到袭击，目前该厂已暂停运营。安德烈 ·科瓦连科表示，坦波夫火药厂是俄罗斯军工联合体的核心设施之一，主要生产用于各种轻武器、火炮 和导弹系统的火药，是俄罗斯军队的主要炸药供应商之一。乌克兰媒体报道称，该火药厂在遭乌无人机 袭击后发生火灾。俄罗斯方面对此暂无回应。 ...

Group 1 - The core issue of the recent US-China trade talks is the critical role of rare earth elements, particularly samarium, which is essential for military applications and is predominantly sourced from China [3][4][6] - The US is facing a depletion of its rare earth inventory due to China's strict export controls implemented after the tariff war initiated by the Trump administration [2][3] - China currently holds a 92% share of the global rare earth refining capacity, establishing a dual monopoly from resource extraction to processing, making it difficult for the US to bypass China's rare earth supply chain [8] Group 2 - The US is seeking assistance from China to maintain its military capabilities, indicating a shift in the power dynamics where the US must approach China for cooperation [2][8] - China's strategy includes export controls and advanced extraction technologies, which have significantly reduced production costs and environmental impact, allowing China to dominate the rare earth market [6][8] - The expectation that China will fully lift its export restrictions on military-related rare earth products is low, as the US officials aim to negotiate but face significant challenges [8]

其实，在此次伦敦磋商之前，中美经贸关系就已历经波折。5月12日，双方在日内瓦达成"90天关税缓冲协 议"，同意同步降低关税，中方还承诺"暂停非关税反制措施"。然而，美方却在共识达成后不久就背弃承诺。5 月中旬，美国商务部突击收紧人工智能芯片出口限制、撤销中国留学生签证；6月初，又以"违反出口管制"为 由，叫停向中国核电站出售设备许可。 面对美方的背信弃义，中方果断反击，而稀土这一关键资源成为了重要手段。中国供应着全球70%的稀土产 量、92%的冶炼产能以及99%的重稀土精炼能力，在全球稀土产业链中占据着举足轻重的地位。美军工巨头雷 神、洛马等企业，其核心部件九成依赖中方稀土原料。一架F - 35战机需0.4吨稀土，一艘核潜艇的稀土消耗量 更是高达4吨。中方对军用级稀土（如钐、镝、铽）实施严格审批，每批次出口都要审查终端用途；仅向通 用、福特等民用车企发放半年期临时许可，限定钕、镨两类电动机原料；同时，建立起稀土"数字身份证系 统"，实现全链条追踪，有效拦截杜绝军工关联交易。 在这样的背景下，美方对中方的稀土出口管制极为关注。白宫经济委员会主席凯文·哈西特在会谈前表示，美 国将要求中国全面解除稀土出口管制，恢复 ...

卡尼还表示，加拿大不应该继续将75%的国防资本输送给美国，加拿大将设立全新的防务采购机构，加拿大国防部将签署新版防务政策，以支持 本土军工产业： 加拿大提前将军费开支提高到GDP的2%，达到北约要求。 周一，加拿大总理卡尼（Mark Carney）在多伦多发表演讲称，加拿大自由党政府将大幅增加军费开支，并且在本财年内就实现军费占GDP 2%的北 约目标，远早于原计划的2032年。 多年来，美国和其他北约盟国一直施压加拿大提高军费，以符合北约规定的2%标准。加拿大目前国防开支约占GDP的1.4%。 卡尼强调，加拿大将加强在北半球的军事存在感，即将采取的措施包括： 提高军人薪资； 采购更多军事装备，包括潜艇、飞机、舰船、装甲车、大炮、用于监控海底和北极地区的雷达、无人机和传感器。 投资新型芯片和人工智能技术，创建新的人工智能研究机构Borealis（北极之光）。 优先采购加拿大本土制造的防务产品，所需的钢铁和铝材将来自本国企业。 支持新版北约防务产业承诺。 卡尼称将优先采购国产钢铝等产品后，萨博公司跌约7.2%领跌欧洲军工股，Kongsberg Gruppen ASA跌4.4%，美国钢铁公司（X）一度跌超0.5% ...

这记重拳让白宫措手不及。五角大楼最新数据显示，F-35战机每架需稀土417公斤，而中国重稀土精炼技术垄断全球，美国连夜调集的澳洲稀土矿，纯度 差到连导弹制导系统都用不了。"现在得用三倍原料才能炼出合格品，成本直接飙42%！"洛马公司工程师在推特上匿名吐槽。 更要命的是科技反制。特朗普当年封锁12项核心技术，结果中国转身拉起"去美化联盟"。欧盟半导体设备商ASML高管私下承认："我们给中企的光刻 机，现在连荷兰海关都查不出芯片流向。"柏林报告显示，中国对美技术出口占比暴跌31%，反倒是东盟国家拿到中国28纳米芯片订单暴增143%。 "把稀土单子拿来，我亲自签字！" 伦敦会议室内，美国商务部长卢特尼克抹着额头的汗，对着卫星电话吼。6月9日这场美外经贸磋商，还没开场就闻到火药味——对方代表团直接甩出稀土 出口管制清单，17种关键材料赫然在列，美国军工复合体的命门被精准掐住。 关税战成了回旋镖。特朗普对3700亿中国商品加税，中国反手就瞄准美国农业带。爱荷华州农场主老詹姆斯看着仓库里发霉的大豆直跺脚："中国买家消 失后，豆价跌穿成本线，这他娘的是经济战还是自杀？"密歇根汽车工人更惨，通用汽车底特律工厂因中国零部件断供 ...

Group 1: Innovation Drug Sector - The innovation drug sector experienced explosive growth, with stocks like Changshan Pharmaceutical rising nearly 20% and multiple stocks hitting the daily limit [3] - The strong performance of this sector is closely related to policy support, as the overall valuation level of the pharmaceutical industry remains relatively low after a prolonged adjustment [3] - In Q1 of this year, China saw a record high in innovation drug license-out transactions, with 41 deals totaling $36.929 billion, surpassing the total for the first half of 2024 and nearing the total for the entire year of 2023 [3] Group 2: Military Industry Sector - The military sector also showed significant strength, with stocks like AVIC Shenyang Aircraft Corporation hitting the 10% limit and other related stocks following suit [4] - The strong performance in this sector is linked to international military trade cooperation, particularly Indonesia's evaluation of purchasing Chinese-made J-10 fighter jets, which offer a significant price advantage compared to previous French purchases [4] - Following the rise of AVIC Shenyang, other stocks in the AVIC system also saw increases, and related funds like the defense ETF experienced noticeable inflows [4]

军贸出口火热 6月6日，根据巴基斯坦政府官方推特宣布，宣布在总理的领导下取得多项重大外交成就，包括对中国40 架歼-35隐形战机、空警﹣500预警机、红旗﹣19防空反导系统的采购。 近期，中国军工外贸领域接连传出重磅消息 上周印尼方面表态考虑采购10架中国制造的歼-10，现在巴基斯坦又来了特大订单，官宣采购40架 歼-35。 受此影响，今日A股军工板块全线爆发，个股中，旭光电子、利君股份、苏州龙杰（维权）、中航沈飞 10cm涨停，天晟新材涨超9%。 | 代码 名称 | 涨幅量 | 张跌 | 现价 | | --- | --- | --- | --- | | 600353 旭光电子 | +10.05% | 40.99 | 10.84 | | 002651 利君股份 | +10.05% | +1.11 | 12.16 | | 603332 苏州龙杰 | +10.02% | +1.49 | 16.36 | | 600760 中航沈飞 | +10.00% | +5.00 | 55.00 | | 300169 天晟新材 | +9.16% | +0.74 | 8.82 | | 688685 迈信林 | +8.91% | + ...

Core Viewpoint - The recent export control on rare earths by China has triggered significant global repercussions, highlighting the strategic importance of rare earths in the tech and military sectors, and escalating the ongoing competition between the US and China for technological supremacy [1][6][18] Group 1: Impact of China's Export Control - China's export control on seven categories of medium and heavy rare earths has led to a dramatic price increase, with international prices soaring by 210%, and specific prices like dysprosium oxide exceeding $850 per kilogram [6][12] - The US military-industrial complex is heavily reliant on Chinese rare earths, with the F-35 fighter jet requiring 417 kilograms of rare earths, and the US Department of Defense having stockpiled 3,000 tons of rare earth permanent magnets, which still may not suffice [5][6] Group 2: US Response and Strategy - In response to the export controls, the US has attempted to mitigate the impact by approving exemptions for rare earth mining and planning investments in rare earth mines in Brazil and Mongolia, but remains dependent on China for processing, which accounts for 90% of global refining capacity [7][8] - The US has also imposed significant tariffs on Chinese goods, citing issues like fentanyl, while simultaneously seeking to secure rare earth supplies, reflecting a contradictory approach [6][8] Group 3: Global Reactions and Economic Consequences - Major automotive companies, including Ford and General Motors, are facing severe operational challenges, with Ford resorting to layoffs and GM's stock price dropping by 12% due to supply chain disruptions caused by rare earth shortages [9][12] - The European Union has reacted by introducing the "Critical Raw Materials Act," and German automakers have united to challenge US policies, indicating rising tensions among allies [9][12] Group 4: China's Strategic Position - China's domestic demand for rare earths is increasing, particularly in the electric vehicle and wind power sectors, with a reported 15% year-on-year growth in consumption in Q1 2025, which helps offset losses from exports [12][18] - Chinese companies are transitioning from merely selling raw materials to offering technology, as evidenced by a 727% increase in net profit for Northern Rare Earth and a 40% growth in orders for Ningbo Yunsheng [12][18] Group 5: Future Outlook - The demand for rare earths is expected to surge with advancements in technology, such as Tesla's Optimus robot potentially requiring an additional 400,000 tons of rare earths if mass production is achieved [13][18] - China's control over rare earth processing patents and its established supply chain create significant barriers for foreign companies attempting to bypass Chinese resources, with Japan's efforts to develop "no-rare-earth magnets" failing [17][18]