A股稀土永磁板块异动拉升，中科磁业直线涨停，北矿科技此前封板，科恒股份涨超16%，九菱科技、 西磁科技、银河磁体、英洛华、龙磁科技等跟涨。 订阅A股市场资讯 +订阅 ...

4月初，全球股市因特朗普宣布大规模关税而动荡不安，这一举措引发了全球两大经济体之间迅速升级的关税争端。但对大多数关税的90天 暂停缓解了投资者最严重的担忧——至少目前如此——市场关注点也转向了达成更广泛协议的可能性。两国代表将于周一在伦敦举行会 谈。 Saxo Markets首席投资策略师Charu Chanana表示，这轮反弹"可能不仅仅反映了对中美贸易谈判的乐观情绪——也许还体现了人们对中国科 技前景的信心回升"，这包括近期的财报表现和人工智能领域的突破。"不过，考虑到地缘政治紧张局势依然存在，目前更像是一次谨慎的 反弹，而不是全面的风险偏好回归"。 尽管近期市场波动，恒生中国企业指数（HSCEI）仍是今年全球表现最好的股指之一。HSCEI与更广泛的恒生指数今年以来均上涨约20%。 【导读】全线大涨 中国基金报记者泰勒 兄弟姐妹们啊，今天A股港股全线大涨，超4000只个股上涨，相信大家都挣到钱了吧。 一起回顾下市场发生了什么事情。 港股进入技术性牛市 6月9日，港股大涨，恒生中国企业指数与恒生科技指数双双自4月低点升逾20%，迈向技术性牛市。因中美之间计划中的会谈让投资者普遍 感到宽慰。 摩根士丹利分析师 ...

医药股爆发，CRO、创新药方向领涨，大金融板块活跃；稀土永磁、军工、数字货币、固态电池题材 强势。 贵金属板块早盘走低，午后逐步回升，赤峰黄金、四川黄金、山东黄金等多股跌幅收窄至逾1%。 6月9日，三大股指集体收涨，上证指数涨0.43%，深成指涨0.65%，创业板指涨1.07%，市场逾4100股上 涨。 【资金流向】 盘面上，医药股爆发，CRO、创新药方向领涨，大金融板块活跃；稀土永磁、军工、数字货币、固态 电池题材强势。 | 板块名称 | 涨幅 | 主力浄量 | 主力金额 | 板块名称 | 涨幅晶 | 主力净量 | 主力金额 | | --- | --- | --- | --- | --- | --- | --- | --- | | CRO概念 | +4.73% | 1.59 | +8.09 7. | 公路铁路运输 | -0.59% | -0.03 | -5076万 | | 減肥药 | +4.66% | 0.61 | +1.97 7. | 我喜铅 | -0.30% | -0.33 | -3.25 Z | | 是球概念 | +4.44% | 1.10 | +4.03 7. | 贵金属 | -0.24% | -2 ...

市场对中美贸易谈判持乐观态度，A股主要指数今日高开高走，截至收盘，沪指涨0.43%报3399.77点，为连续第5个交易日录得上涨，深证成指涨 0.65%，创业板指涨1.07%。全天成交1.31万亿元，较前一交易日增量1355亿元，全市场超4100股上涨。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | O | 3399.77 | +14:41 | 0.43% | | 399001 | 深证成指 | | 10250.14 | +66.44 | 0.65% | | 399006 | 创业板指 | | 2061.29 | +21.86 | 1.07% | 盘面上，医药板块全线走高，减肥药、CRO及创新药等方向领涨，睿智医药、联化科技及常山药业等多股涨停；商务部称已批准一定数量的中重 稀土出口申请，稀土板块走强，英洛华等多股涨停；盲盒经济、谷子经济板块拉升，元隆雅图涨停；体育产业板块活跃，康力源等多股涨停；电 池、小金属及可控核聚变等板块涨幅居前。另外，铁路公路板块走低，富临运业领跌；贵金属 ...

Market Overview - A-shares experienced a strong upward movement on June 9, with the Shanghai Composite Index briefly returning to 3400 points, and nearly 3700 stocks in the green. The half-day trading volume reached 823 billion, an increase of 764 billion compared to the previous trading day [1] Factors Influencing Market Strength - The strengthening of indices is attributed to three main factors: 1. Central Huijin becoming the actual controller of eight companies including Xinda Securities, which is expected to drive a new round of mergers and acquisitions in the securities industry [2][5] 2. The Shanghai Stock Exchange held a meeting encouraging listed companies to increase dividend payouts, thereby enhancing investment value [3] 3. The Ministry of Commerce stated that the export control of rare earths aligns with international practices, having approved a certain number of compliant applications [4] Sector Performance - **Brokerage Sector**: The "bull market leader" brokerage stocks surged, with Xinda Securities hitting the daily limit. Other stocks like Yong'an Futures and Nanhua Futures also reached their daily limits, driven by the announcement of Central Huijin's control over several securities firms [5] - **Pharmaceutical Sector**: The innovative drug and CRO sectors saw significant gains, with multiple stocks such as Zhongseng Pharmaceutical and Ruizhi Pharmaceutical hitting their daily limits. Analysts predict a sustained recovery in the pharmaceutical market, highlighting structural opportunities [6] - **Rare Earth Permanent Magnet Sector**: This sector has shown repeated strength, with stocks like Zhongke Magnetic Materials reaching a 20% limit up. The Ministry of Commerce's comments on export controls have positively influenced this sector [7] - **Solid-State Battery Sector**: Stocks in this sector, including Yinglian Co. and Dexin Technology, also saw gains, with predictions of significant production increases by 2030 [8] Institutional Insights - **CITIC Securities**: The firm suggests that the upcoming bull market entry point may occur in late Q3 to Q4, but a transitional phase of 3-4 months is expected. They emphasize the need for more concrete measures to boost domestic demand and caution against macroeconomic uncertainties [10] - **CITIC Construction Investment**: They highlight June as a critical period for dividend releases, recommending tracking fund flows and industry conditions to identify high-dividend stock opportunities [11] - **Orient Securities**: They believe that despite external negative factors, internal support is strong, suggesting limited downside for stock indices and recommending patience for opportunities in sectors like technology and strategic metals [12]

Core Viewpoint - The recent relaxation of rare earth export controls may boost prices, leading to a dual impact of valuation enhancement and profit increase in the rare earth sector [1][4]. Group 1: Market Performance - On June 9, the rare earth permanent magnet sector saw significant gains, with Jiuling Technology rising over 16% and Zhongke Magnetic Industry increasing over 13% [1]. - Other notable stocks included Beikong Technology (+9.95%), Keheng Shares (+9.92%), and Yingluohua (+9.69%) [2]. Group 2: Export Control Measures - On June 7, the Ministry of Commerce stated that the export control measures for medium and heavy rare earths align with international practices and are aimed at safeguarding national security and interests [3]. - The ministry acknowledged the growing demand for medium and heavy rare earths in civilian applications, particularly in industries like robotics and new energy vehicles [3]. Group 3: Export Trends and Price Impact - Since the implementation of partial export controls in April, rare earth permanent magnet exports have dropped by over 50%, reaching a historical low in the past five years [3]. - The market has reacted to expectations of a gradual easing of export controls, leading to an increase in rare earth raw material prices [4]. - The report from CITIC Securities suggests that the relaxation of export controls could further drive price increases, benefiting the profitability of the rare earth sector [4].

A股稀土永磁概念盘中走强，中科磁业20CM涨停，英洛华封板涨停，九菱科技涨超17%，科恒股份涨 超13%，大地熊、银河磁体等多股涨超7%。消息面上，商务部新闻发言人近日就中重稀土出口管制措 施答记者问表示，对稀土实施出口管制符合国际通行做法，中方已依法批准一定数量的合规申请。 订阅A股市场资讯 +订阅 订阅A股涨停捉妖队 +订阅 ...

Group 1 - The rare earth permanent magnet sector has increased by over 3% [1] - The rare earth ETF (159713) has risen by 2.50%, reaching a new 30-day high [1] - The trading volume was 13.4812 million yuan, which is an increase of 173.87% compared to the same time yesterday, while the volume has decreased by 11.5 million units over the past month [1] Group 2 - The market leader is suggested to be a good option for rebound buying through the index ETF [1]

暗盘资金一眼洞悉庄家意图>> 稀土永磁板块异动走高，中科磁业（301141）涨停，科恒股份（300340）、九菱科技涨超10%，英洛华 （000795）、大地熊、金力永磁（300748）、天和磁材（603072）、奔朗新材等跟涨。 ...

稀土永磁概念反复走强 中科磁业20CM涨停 智通财经6月9日电，稀土永磁概念近期反复走强，中科磁业20CM涨停，九菱科技、大地熊、英洛华、 银河磁体等多股涨逾5%。消息面上，商务部新闻发言人6月7日就中重稀土出口管制措施答记者问表 示，对稀土实施出口管制符合国际通行做法，中方已依法批准一定数量的合规申请。 ...