Group 1 - The market has shown an initial stabilization signal but has not fully confirmed a bottom yet, as the major indices collectively rose but only slightly broke through the key level of 3380 points, closing at 3381 points [1] - There is still resistance from the 10-day moving average, indicating that without breaking multiple moving averages, the index may face further pressure [2] - Although the market volume increased, the total trading volume in the Shanghai and Shenzhen markets only slightly exceeded 500 billion, suggesting that the signal for large capital inflow remains unclear, which does not align with a confirmed market bottom [2] Group 2 - The leading sectors that contributed to the market's rise, such as banks, non-ferrous metals, and brokerages, had limited gains, generally around 1%, indicating weak momentum [2] - The stocks that rose were primarily old hotspots affected by previous geopolitical events, such as oil and military sectors, which may provide short-term trading opportunities but are unlikely to drive a significant upward breakthrough in the market [2] - Overall, while the market has provided an initial stabilization action, it has not yet fully confirmed a bottom [2]

Market Overview - A-shares rose across the board in the afternoon session, with the Shanghai Composite Index up nearly 1% at one point, closing at 3381.58 points, a gain of 0.65% [1] - The Shenzhen Component Index increased by 0.43% to 10048.39 points, while the ChiNext Index rose by 0.39% to 2017.63 points [1] - The Northbound trading saw a strong performance with the Northbound 50 Index up 1.54%, and total trading volume across the three exchanges reached 1.1471 trillion yuan, an increase of approximately 55 billion yuan from the previous day [1] Sector Performance Oil Sector - The oil sector continued its strong performance, with stocks like Maohua Shihua hitting the limit up for three consecutive days, and Zhun Oil shares achieving six limit-ups in seven days [3][4] - Other notable performers included Taishan Petroleum and Beiken Energy, both of which saw gains exceeding 7% [3] - The geopolitical situation, particularly the U.S. attacks on Iranian nuclear facilities, is expected to drive oil prices significantly higher, with Brent crude futures projected to break $80 per barrel [5] Shipping Sector - The shipping sector also experienced a surge, with stocks like Ningbo Shipping and Baoshui Technology hitting the limit up, and several others including Lianyungang and Ningbo Ocean also reaching their daily limits [5] - The strategic importance of the Strait of Hormuz, through which a significant portion of global oil trade passes, has heightened concerns about potential disruptions due to geopolitical tensions [6] Cross-Border Payment Sector - The cross-border payment sector saw strong gains, with stocks like Sifang Precision and Ubo Xun hitting the limit up, and Lakala rising by approximately 13% [8][9] - The launch of the cross-border payment system between mainland China and Hong Kong is expected to enhance payment efficiency and service levels, with significant growth projected in the global cross-border payment market [10] Cobalt Sector - The cobalt sector showed significant activity, with stocks like Tengyuan Cobalt rising over 15%, and others like China Ruilin and Hanrui Cobalt also seeing substantial gains [12] - The extension of the cobalt export ban by the Democratic Republic of the Congo is anticipated to create supply shortages and drive prices higher, with expectations of a second wave of price increases in the cobalt market [14]

| 代码 名称 | � | 涨幅% | 现价 | 涨跌 | 买价 | 实价 总量 | | --- | --- | --- | --- | --- | --- | --- | | 000637 茂化实华 | | 10.06 | 5.36 | 0.49 | 5.36 | - 313924 | | 002207 淮油股份 | . | 9.98 | 10.58 | 0.96 | 10.58 | - 110.4万 | | 000554 泰山石油 | R | 9.97 | 8.27 | 0.75 | 8.27 | l 100.0万 | | 002828 贝肯能源 | . | 7.75 | 13.07 | 0.94 | 13.07 | 13.08 830935 | | 300164 通源石油 | 1 | 7.65 | 7.74 | 0.55 | - | 7.74 250.77 | | 603353 和顺看油 | | 7.00 | 18.96 | 1.24 | 18.95 | 18.96 194995 | | 600506 统一股份 | | 5.64 | 20.78 | 1.11 | 20.77 | 20.78 268471 ...

Market Overview - The A-share market opened lower but closed higher, with the Shanghai Composite Index rising by 0.65% to 3381.58 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 11,226 billion yuan, an increase of 549 billion yuan compared to last Friday [1] - The market showed a broad-based rally, with active sectors including innovative drugs, copper-clad laminate industry, cobalt metals, and cross-border payment concepts [1] Sector Performance - The innovative drug sector was notably active, with companies like ShenZhou Cell rising by 16.66% and Junshi Biosciences increasing by 5.15% [1] - The copper-clad laminate industry saw Huazheng New Materials increase by 6.17% [1] - The cobalt metal sector experienced significant gains, with Tengyuan Cobalt rising by 15.42% [1] - Cross-border payment concept stocks also surged, with notable increases in companies like Lakala and Sifang Jingchuang [1] Competition and Incentives - The 64th session of the "Digging Gold" competition began, with participants using simulated capital of 500,000 yuan [1][3] - Participants can earn rewards based on positive returns, with weekly and monthly cash prizes available [3][5] - The competition encourages participants to engage with market trends and investment strategies through a dedicated WeChat group [3][8] Technical Analysis - Market experts noted that the Shanghai Composite Index is currently supported by the 90-day moving average, with a resistance level at 3400 points, indicating a range-bound trading pattern [4] - A significant increase in trading volume is necessary for a potential breakout above the 3400-point resistance [4] Investment Opportunities - Experts are optimistic about high-dividend assets such as insurance, highways, and water supply [5] - There is a positive outlook on sectors like copper-clad laminates, 5G, semiconductors, and AI chips [5]

银行股迭创新高！ A股市值一哥六连阳！ 但是今天A股小幅低开后持续上行，截至收盘， 沪指涨0.65%，深成指涨0.43%，创业板指涨 0.39%，两市超4400只个股上涨。 一起来看今天盘面热点。 01 今天A股低开高走！ 在刚刚过去的周末全球并不平静， 美军轰炸伊朗3处核设施，特朗普还警告称，如果伊朗不能实 现和平，美国将会继续攻击，此外， 伊朗议会投票赞成关闭霍尔木兹海峡，也对市场造成扰动。 工商银行、农业银行、建设银行、兴业银行、浦发银行、邮储银行股价集体创历史新高。其中， 工商银行上涨2.04%，日线迎来6连阳，最新总市值为2.68万亿元，稳居A股第一。 分析人士指出， 险资频繁增持银行股，主要是出于对未来收益的预期。 在当前利率环境和市场 流动性背景下，银行股的高股息回报和稳定的分红政策颇具吸引力。从去年开始的这轮险资举牌 潮，主要标的就是高股息个股。"H股市场整体估值水平较A股更低，股息率优势更加突出，符合 险资长期持有的资产配置需求。"东吴证券分析称。 今年1月，中央金融办、证监会、财政部等多部门联合印发《关于推动中长期资金入市工作的实施 方案》，鼓励险资加大入市力度，为险资举牌提供了政策支持， ...

2025.06. 23 本文字数：578，阅读时长大约1分钟 作者 | 一财资讯 6月23日，截至收盘，沪指涨0.65%，深成指涨0.43%，创业板指涨0.39%。 | 序号 代码 | 名称 | 现价 | 涨跌 涨跌幅 | | --- | --- | --- | --- | | 1 | 000001 上证指数 | 3381.58c | 21.69 0.65% | | 2 | 399001 深证成指 | 10048.39c | 43.36 0.43% | | 3 | 899050 北证50 | 1368.15 c | 20.69 1.54% | | 4 | 881001 万得全A | 5130.67 c | 43.40 0.85% | | 5 | 000688 科创50 | 961.49 c | 3.62 0.38% | | 6 | 399006 创业板指 | 2017.63 c | 7.74 0.39% | | 7 | 000300 沪深300 | 3857.90c | 11.26 0.29% | 沪深两市全天成交额1.12万亿。 个股涨多跌少，全市场超4400只个股上涨。 盘面上看，跨境支付、港口航运、军工 ...

Market Performance - The major stock indices in Shanghai and Shenzhen opened lower on June 23, with the Shanghai Composite Index showing a fluctuating upward trend throughout the day, closing at 3381.58 points, up 0.65% with a trading volume of approximately 442.8 billion yuan [1] - The Shenzhen Component Index closed at 10048.39 points, up 0.43% with a trading volume of about 679.8 billion yuan, while the ChiNext Index closed at 2017.63 points, up 0.39% with a trading volume of around 340.3 billion yuan [1] - The Science and Technology Innovation Board Index rose by 1.12% to close at 1173.81 points, with a trading volume of approximately 88.6 billion yuan, and the North Star 50 Index increased by 1.54% to 1368.15 points with a trading volume of about 24.5 billion yuan [1] Sector Performance - Sectors such as port shipping, oil and gas resources, and energy metals showed significant gains in the early trading session [1] - The digital currency sector experienced a substantial increase in the afternoon, driven by stocks like Sifang Jingchuang, UboXun, and Lakala, which are involved in electronic ID, cross-border payments, data verification, and digital tax [1] - Other sectors that saw notable increases include Web3 concepts, military information technology, blockchain, AI, and nuclear pollution prevention [1] Institutional Insights - Institutions suggest that the domestic economy is expected to show strong resilience, which may further drive the A-share market upward, with a focus on sectors like semiconductors, consumer electronics, AI, and robotics for investment opportunities [2] - Attention is drawn to industries with marginal changes, particularly those with active inventory reduction and sustainable earnings growth, as the market approaches the important earnings forecast period [2] - The technology growth sector, especially in AI and TMT hardware, is highlighted, along with cyclical industries that may benefit from supply reductions [2]

A股收评：三大股指午后走强集体收涨 两市超4200只个股收红 金十数据6月23日讯，A股三大股指早盘低开高走，午后强势冲高，沪指一度涨近0.8%，截至收盘，沪 指涨0.65%，深证成指涨0.43%，创业板指涨0.39%；沪深两市全天成交额超1.1万亿，沪深两市超4200只 个股飘红。盘面上，大市多数板块飘红，能源金属板块全天强势，跨境支付板块午后拉升冲高，四方精 创20CM涨停，月内累涨超90%。航运、军工板块表现亮眼。白酒板块延续低迷态势全天水下震荡，迎 驾贡酒、山西汾酒等跌幅居前。 ...

Group 1 - The cross-border payment concept stocks strengthened in the afternoon, with Youboshun (300531) hitting a 20% limit up [1] - Shenzhou Information (000555) and Jida Zhengyuan (003029) previously reached limit up, while Sifang Jingchuang (300468) increased by over 10% [1] - Lakala (300773) and Advanced Shutong (300541) had notable gains, leading the market [1]

午评：沪指震荡反弹涨0.15% 航运、油气股再度大涨 封板 50 触及 13 昨涨停今表现 涨停表现 封板率 79.00% 智通财经6月23日电，市场早盘震荡分化，三大指数涨跌不一，大小指数走势分化。沪深两市半日成交额6706亿，较上个交易日缩量4.92亿。盘面上热点快 速轮动，个股涨多跌少，全市场超3600只个股上涨。从板块来看，航运、油气股再度大涨，宁波海运等涨停。跨境支付概念股震荡走强，吉大正元涨停。化 工股表现活跃，中毅达等涨停。板块方面，港口、油气、核污染防治、跨境支付等板块涨幅居前，白酒、游戏、猪肉、减肥药等板块跌幅居前。截至收盘， 沪指涨0.15%，深成指跌0.16%，创业板指跌0.33%。 | 上证指数 | 深证成指 | | 创业板指 | | | --- | --- | --- | --- | --- | | -3365.07 | -9988.18 | | ·2003.26 | | | +5.17 +0.15% | -16.85 | -0.17% | -6.63 | -0.33 | | THE FELLER THE FEATURE FOR THE FORMER OF THE FORMIC OF ...