Core Viewpoint - The stock market in Shanghai and Shenzhen experienced a decline on June 26, with a notable performance in the tourism, hotel, and military equipment sectors, while the biopharmaceutical and semiconductor sectors faced significant losses [1] Group 1: Market Overview - Both Shanghai and Shenzhen stock markets saw a drop, with trading volume remaining relatively stable [1] - The tourism and hotel sectors, along with military equipment, showed the highest gains, while biopharmaceuticals and semiconductors recorded the largest declines [1] Group 2: Top Stocks - The top-performing stocks included Nord Shares, Hengbao Shares, Shandong Molong, and Zhun Oil Shares, with Zhun Oil Shares reaching a limit-up [2] - Notable declines were observed in Hai Lian Jin Hui and Xingye Shares, with the latter experiencing a significant drop [2] Group 3: Individual Stock Analysis - **Nord Shares**: Experienced a high opening and briefly reached the limit-up before closing with a gain of 4.96%. The stock's recent activity is linked to its involvement in solid-state battery concepts and successful development of ultra-thin lithium copper foil products [3] - **Zhun Oil Shares**: After opening lower, the stock reversed its trend and closed at the limit-up. The company specializes in oil technology services and is the only firm in Xinjiang providing comprehensive monitoring and technical services for shale gas [4] - **Hai Lian Jin Hui**: Opened high but saw a significant decline, closing down 3.32%. The company is involved in internet finance, focusing on internet payment services and partnerships with financial institutions [5][7]

Core Viewpoint - The stock market experienced a collective decline on June 26, with the Shanghai Composite Index down by 0.22%, Shenzhen Component Index down by 0.48%, and ChiNext Index down by 0.66%, indicating a bearish sentiment in the market [1][2]. Market Performance - A total of 1,620 stocks rose while 3,607 stocks fell, with the total trading volume in A-shares reaching 1.6234 trillion yuan [2]. - The major indices showed the following performance: Shanghai Composite Index at 3,448.45 (-0.22%), Shenzhen Component Index at 10,343.48 (-0.48%), and ChiNext Index at 2,114.43 (-0.66%) [2]. Sector Performance - Sectors that saw significant declines included innovative drugs, rare earth permanent magnets, semiconductors, consumer electronics, photovoltaic, and automotive parts [2]. - Conversely, sectors such as stablecoins, military industry, and solid-state batteries showed resilience, with oil and gas stocks surging in the afternoon [2]. Notable Stocks and Funds Flow - Military industry stocks surged, with Huaqiang Technology hitting a 20% limit up, and several other military-related stocks also reaching their daily limit [3]. - Bank stocks continued to perform well, with major banks like ICBC, ABC, and CCB reaching historical highs [4]. - Oil and gas stocks saw a significant rise, with stocks like Zhun Oil and Tongyuan Petroleum hitting the limit up and others rising over 7% [5]. - Main capital inflows were observed in sectors such as computers, national defense, electronics, and power equipment, while outflows were noted in pharmaceuticals, transportation, and coal sectors [6]. Institutional Insights - Guojin Securities suggested that military stocks are currently in a phase of emotional uplift for short-term speculation [10]. - China Galaxy Securities indicated that the Shanghai Composite Index may aim for the 3,500-point mark but will require a consolidation period of 10-20 trading days [10]. - The market is characterized by strong indices but sectoral differentiation, with opportunities to invest in underperforming sectors and focus on companies with better-than-expected semi-annual reports [10].

具体来看，军工股再度爆发，截至收盘，华强科技20%涨停，建设工业、中光学、长城军工等多股涨停。 银行股继续走强，工商银行、农业银行、建设银行、中国银行、江苏银行、南京银行、杭州银行、北京银行等续创历史新高。 油气股午后崛起，准油股份涨停，通源石油涨超7%，科力股份、首华燃气、贝肯能源等多股大涨。 创新药概念跌幅居前，荣昌生物跌超18%，悦康药业跌超9%，昂利康、迈威生物、海辰药业等多股下挫。 创新药、稀土永磁、半导体、消费电子、光伏、汽车零部件概念股跌幅靠前；稳定币、军工、固态电池题材逆势走强，油气股午后 崛起。 6月26日，三大股指集体收跌，沪指跌0.22%，深成指跌0.48%，创业板指跌0.66%。全市场超1600只个股上涨，超3600只个股下 跌。 | 全A | | --- | | 涨 1620 | | 平 191 | | 跌 3607 | | A股成交额 | | 16234亿 | | | | A股重要指数 | | | --- | --- | --- | --- | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3448.45 | -7.52 | -0.22% | | 深证成指 | 10 ...

智通财经6月26日电，市场全天冲高回落，创业板指领跌。沪深两市全天成交额1.58万亿，较上个交易 日缩量196亿。盘面上，市场热点较为杂乱，个股跌多涨少，全市场超3600只个股下跌。从板块来看， 军工股一度冲高，万里马等10余股涨停。银行股逆势走强，工商银行等11只银行股再创历史新高。稳定 币、区块链概念股持续活跃，京北方等涨停。下跌方面，创新药概念股展开调整，荣昌生物跌超10%。 板块方面，军工装备、跨境支付、银行、油气等板块涨幅居前，光刻机、脑机接口、创新药、半导体等 板块跌幅居前。截至收盘，沪指跌0.22%，深成指跌0.48%，创业板指跌0.66%。 收评：创业板指冲高回落跌0.66% 10余只银行股再创历史新高 ...

深圳前海融悦资管基金经理王章亮认为，沪指昨日收于3455.97点，创年内新高，日线均线呈多头排 列，且成功突破前期关键阻力位3439点，打开上行空间。创业板指周线级别也显示突破信号， MACD红柱放大，短期动能强劲。但连续大涨后短期有回调压力，若回调，沪指3430点成短期关键 支撑。政策方面利好密集，流动性方面持续宽松。市场对下半年降息降准有一定的预期。板块方面， 金融引领指数冲关后，可关注泛科技板块的补涨及轮动需求。 财通证券投顾吴胤超认为，三连阳后市场短期或面临3500点压力位的震荡整固，但中期在"政策宽松 +外资回流+科技主线强化"的驱动下，结构性行情仍将延续。市场呈现"指数强势，板块分化"特征， 可利用回调布局滞涨板块，同时关注半年报业绩超预期标的。 推荐阅读 作者 | 一财资讯 沪指涨0.11%，深成指涨0.26%，创业板指涨0.31%。全市场超2900只个股上涨，2150只个股下 跌。 | 全A | 涨 2908 | 平 360 | 跌 2150 | A股成交额 | 10028亿 | | --- | --- | --- | --- | --- | --- | | | | | A股重要指数 | | ...

金 融 期 货 研 究 2025 年 6 月 26 日 期指：金融题材支撑，偏强震荡 毛磊 投资咨询从业资格号：Z0011222 maolei@gtht.com 【期指期现数据跟踪】 期指数据 | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 沪深300 | 3960.07 | ↑1.44 | | 3617.3 | | | | | | IF2507 | 3935 | ↑1.68 | -25.07 | 565.1 | 48249 | ↑5145 | 71641 | ↑2775 | | IF2508 | 3925 | ↑1.79 | -35.07 | 4 3 | 3682 | ↑1578 | 4093 | ↑2183 | | IF2509 | 3922.8 | ↑1.93 | -37.27 | 711.7 | 61056 | ↑3521 | 139245 | ↑6129 | | IF2512 | 3890.6 | ↑1.94 | -69.4 ...

【导读】捷强装备受实控人被刑拘等影响， 1.58 亿元中标项目将无法承接 中国基金报记者 闻言 6 月 25 日晚间，捷强装备公告称，公司实控人之一的潘峰，因涉嫌单位行贿罪被刑事拘留； 检察机关对公司涉嫌单位行贿犯罪一案，已收到监察委员会移送审查起诉的材料。 捷强装备公告称，由于上述事项影响，公司此前中标的 1.58 亿元项目，预计无法实际承接。 重大事项进展涉及实控人与上市公司 公告显示，检察机关出具对潘峰的《拘留通知书》，由潘峰家属转交至捷强装备。《拘留通 知书》显示，潘峰因涉嫌单位行贿罪被刑事拘留。 2024 年 6 月 26 日，捷强装备披露的《关于公司重大事项的公告》显示，潘峰因涉嫌职务 犯罪被立案调查和实施留置。 2024 年年报显示，捷强装备的控股股东为潘峰。截至 2025 年第一季度末，潘峰直接持有 捷强装备的股份比例达 25.41% 。 | 控股股东姓名 | 固籍 是否取得其他国家或地区居留权 | | --- | --- | | 福康 | 中国 否 | | 主要职业及职务 | 截至2024年7月30日,潘峰先生担任捷强装备董事长兼总经理,2024年7月 | | | 31 日起,因董事会换届选 ...

A股军工装备板块盘初上扬，国瑞科技20cm涨停，建设工业、北方导航、亚星锚链触及涨停，中科海 讯、北方长龙跟涨。 ...

Group 1 - The company's stock experienced an abnormal fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from June 23 to June 25, 2025 [1] - The company conducted a verification of relevant matters and confirmed that there were no corrections or supplements needed for previously disclosed information [1][3] - The company has not identified any significant undisclosed information that could have impacted its stock price [1][2] Group 2 - The controlling shareholder, China Ordnance Equipment Group, is in the process of restructuring, which includes the separation of its automotive business into an independent central enterprise [2] - As of the announcement date, there are no undisclosed significant matters related to the company, and the controlling shareholder has not engaged in any stock trading during the abnormal fluctuation period [2][3]

Group 1 - The A-share market has seen a significant influx of capital, with major indices rising over 1%, and the Shanghai Composite Index reaching a new high for the year at 3455.97 points [1][2] - The multi-financial sector, including brokerage and banking stocks, has performed exceptionally well, with several stocks hitting their daily limit up [1][2] - Military equipment stocks have gained traction, driven by geopolitical factors and recent military successes, with multiple stocks experiencing substantial increases [2][3] Group 2 - Goldman Sachs maintains a bullish outlook on Chinese assets, projecting a target of 4600 points for the CSI 300 index, indicating a potential upside of approximately 10% [4] - The market sentiment has improved significantly, with trading volumes increasing, providing support for a potential rebound [4][5] - The recent policies aimed at stabilizing and activating capital markets are expected to benefit the securities sector, suggesting a positive trend for the industry [5]