受国际油价大跌影响，A股油气股集体大跌，泰山石油、贝肯能源等大跌，航运方向也多股大跌。 港股方面，截至10:49，恒生指数涨近2%。 盘面看，港股油气股全线重挫，截至北京时间10:49，山东墨龙跌超18%，中石化油服跌超12%，吉星新 能源跌超35%；航运及港口股集体下跌，德翔海运跌近14%，太平洋航运跌超12%。 | 内地股票 △ | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3412.04 | 10182.47 | 1405.52 | | +30.46 +0.90% +134.08 +1.33% +37.37 +2.73% | | | | 科创50 | 创业板指 | 万得全A | | 975.66 | 2055.35 | 5191.56 | | +14.17 +1.47% +37.72 +1.87% +60.89 +1.19% | | | | 沪深300 | 中证500 | 中证A500 | | 3897.94 | 5742.14 | 4559.87 | | +40.04 +1.04% +67.97 +1. ...

Market Overview - The A-share market opened quietly on June 24, with the Shanghai Composite Index rising over 0.8%, the Shenzhen Component Index up over 1%, and the ChiNext Index increasing by over 1.6% [1][2] - More than 4,500 stocks in the market experienced gains [1] Sector Performance - Non-bank financials, automotive, media, and computer sectors showed strong performance, while oil and gas, shipping, defense, and coal sectors faced declines [2][9] - The non-bank financial sector saw significant activity, with brokerage stocks like Guosheng Financial and Hongye Futures hitting the daily limit [9][10] Notable Stocks - In the automotive sector, smart driving concept stocks surged, with Hengshuai Co. hitting the daily limit of 20% increase [5][6] - Other notable gainers included Jiaoyun Co., Haima Automobile, and Zhejiang Sebao, all reaching their daily limits [5][6] - The stock index for trading software rose, with companies like Zhina Zhen and Tonghuashun showing significant increases [11] Oil and Gas Sector - The oil and gas sector faced a sharp decline, with several stocks like Tongyuan Petroleum and Qianeng Hengxin dropping over 20% [12][15] - The international oil price fell significantly due to geopolitical tensions, impacting the oil and gas stocks [16] Defense and Military Sector - The defense and military sector also experienced a downturn, with stocks like Jieqiang Co. hitting the daily limit down and others like Beifang Changlong and Xinguang Optoelectronics dropping over 10% [17]

Group 1 - The second China-Central Asia Summit took place from June 16 to 18 in Astana, Kazakhstan, resulting in a series of cooperation agreements and initiatives aimed at enhancing the influence of China-Central Asia cooperation mechanisms [2][7] - Significant projects in the energy and chemical sectors were established, marking a new phase of high-quality development in energy cooperation between China and Central Asian countries [2][7] - Kazakhstan's strategic position and rich natural resources have attracted substantial investments from Chinese companies like Sinopec and China National Petroleum Corporation, contributing to the development of key industrial projects [3][5] Group 2 - The Kazakhstan Atyrau Refinery project, undertaken by Sinopec, is a crucial part of Kazakhstan's industrial strategy, facilitating over $600 million in Chinese equipment and material exports [3] - Turkmenistan, with the world's fourth-largest natural gas reserves, has supplied over 300 billion cubic meters of natural gas to China through the "China-Central Asia" pipeline as of 2023 [3] - The Kyrgyzstan National Fertilizer Plant, with a total investment of $260 million, aims to improve soil ecology and agricultural productivity in Kyrgyzstan [4] Group 3 - China and Central Asian countries are deepening capacity cooperation to fill industrial gaps, with significant investments in oil and gas projects, including a joint project in Western Kazakhstan [5] - The total investment by Zhongman Petroleum in multiple key oil field projects exceeds $500 million, reflecting its ambition in the global oil and gas sector [5] - The establishment of a joint venture for the Aktyubinsk gas-to-urea project and other agreements during the summit lays a solid foundation for future high-quality development [7] Group 4 - Central Asia is a key region for the Belt and Road Initiative, with ongoing practical measures and energy projects expected to elevate China-Central Asia cooperation to new heights [7] - The discussions between Kyrgyzstan's energy minister and representatives from major Chinese energy companies aim to accelerate energy transition and expand renewable energy industry chains [6]

Group 1 - The core viewpoint of the article highlights a significant decline in oil and gas stocks due to a sharp drop in international oil prices [1] - Affected companies include Tongyuan Petroleum, Intercontinental Oil & Gas, Baomo Co., Taishan Petroleum, Beiken Energy, Zhun Oil, Zhongman Petroleum, and Shandong Molong, all of which experienced trading halts at their lower limits [1] - The international crude oil futures settlement prices saw a substantial decrease, with WTI crude oil futures for August contracts falling by 7.22% and Brent crude oil futures for August contracts dropping by 7.18% [1]

Group 1 - The A-share oil and gas exploration sector opened with significant declines, with Tongyuan Petroleum hitting the 20% limit down [1] - Multiple stocks, including Continental Oil, Huai Oil, Beiken Energy, and Zhongman Petroleum, also reached their daily limit down [1] - China National Offshore Oil Corporation (CNOOC) and CNOOC Services followed the downward trend [1] Group 2 - The market reaction is influenced by Trump's statement claiming that Israel and Iran have fully agreed to a comprehensive ceasefire [1]

Market Overview - On June 23, A-shares opened lower but closed higher, with the Shanghai Composite Index rising by 0.65% to 3381.58 points, the Shenzhen Component Index up 0.43% to 10048.39 points, and the ChiNext Index increasing by 0.39% to 2017.63 points. The total market turnover reached 1.1469 trillion yuan, an increase of 55.2 billion yuan from the previous trading day, with over 4400 stocks rising [2]. Cross-Border Payment and Digital Currency - The digital currency and cross-border payment sectors saw significant gains, with stocks like UboXin and Jida Zhengyuan hitting their daily limit. The launch of the Cross-Border Payment platform on June 22 marked a milestone in the connectivity between mainland China and Hong Kong, allowing real-time cross-border remittances in RMB and HKD [3]. - According to Open Source Securities, the global cross-border payment market is expected to grow steadily, with transaction volumes projected to reach 194.6 trillion USD in 2024 and potentially grow at a CAGR of 6.4% to 320 trillion USD by 2032 [3]. Oil and Gas Sector - The oil and gas sector experienced strong performance due to geopolitical tensions, particularly regarding the potential closure of the Strait of Hormuz, a critical oil shipping route. Stocks like Shandong Molong and Ningbo Shipping saw significant gains [5]. - WTI crude oil prices jumped over 5% to above 78 USD per barrel, driven by concerns over Iranian oil supply disruptions and low overseas oil inventories [5]. A-share Market Resilience - Despite recent geopolitical tensions, most brokerages believe the impact on A-shares is limited, with expectations of a market rebound following short-term corrections. The core issues affecting the market are seen as domestic rather than external [6]. - Galaxy Securities suggests that investors should manage their positions cautiously and focus on sectors with potential performance improvements based on historical data [6].

星标 ★ IPO日报 精彩文章第一时间推送 6月16日至22日，证监会官网新增披露，四川省威沃敦石油科技股份有限公司（下称"威沃 敦"）、天津爱思达航天科技股份有限公司（下称"爱思达航天"）、苏州信诺维医药科技股份 有限公司（下称"信诺维"）、武汉中科创新技术股份有限公司（下称"中科创新"）、友邦散 热器（常熟）股份有限公司（下称"友邦股份"）、海南百迈科医疗科技股份有限公司（下 称"百迈科医疗"）、锐牛股份有限公司（下称"锐牛股份"）等7家公司进行了辅导备案。 IPO日报注意到，威沃敦由 西南石油大学名誉校友创立，业绩波动明显，净利润至今未恢复 到三年前； 爱思达航天主营 造火箭整流罩，鼎晖投资、浙大联创投资、深创投参股； 信诺 维创始人中金公司出身，获杏泽资本、乐普医疗、腾讯投资青睐；中国农机胶带行业龙头企 业锐牛股份服务沃得农机、雷沃重工、中联重科等知名企业，2022年是业绩峰值。 AI制图 01/ 西南石油大学名誉校友创立 6月16日，证监会披露，威沃敦在四川证监局启动IPO辅导备案，辅导机构为申港证券，拟在 北交所IPO。 此前，威沃敦已于2023年12月在新三板挂牌，股票代码：872774。 02 ...

Market Overview - On June 23, A-shares saw all three major indices rise, with the Shanghai Composite Index up by 0.65%, the Shenzhen Component Index up by 0.43%, and the ChiNext Index up by 0.39%. Over 4,000 stocks in the market experienced gains [1] - The North China 50 index led the gains among major indices, rising by 1.54% [2] Hong Kong Market - On June 23, major Hong Kong indices also closed higher, with the Hang Seng Tech Index increasing by 1.05% [3] Sector Performance - In terms of sector performance, the Computer sector led with a rise of 2.25%, followed by Defense and Military with 1.97%, and Coal with 1.68%. Conversely, the Food and Beverage sector saw a decline of 0.80%, followed by Home Appliances at -0.43%, and Steel at -0.11% [6] Defense Industry Insights - The Defense sector is experiencing increased capital inflow due to regional tensions, with a net inflow of 140 million yuan into the Defense ETF as of June 20. In the last five trading days, there were net inflows on four occasions, totaling 244 million yuan [7] - According to Pacific Securities, China's defense budget has maintained a growth rate of around 7%, with defense spending accounting for less than 1.5% of GDP, which is below the average of major military powers. This indicates significant growth potential for China's defense spending, which is expected to outpace GDP growth in the long term [7] - The industry is anticipated to recover from a two-year downturn, with 2025 marking a turning point. The military sector may enter a phase of performance improvement and valuation enhancement, particularly in advanced aircraft, low-altitude economy, domestic large aircraft, satellite internet, and deep-sea technology [7] Oil and Gas Sector Insights - Reports indicate that the Iranian parliament has concluded that the Strait of Hormuz should be closed, which is a critical maritime route for global oil trade. Approximately one-third of the world's maritime oil trade passes through this strait [8] - According to CITIC Securities, following U.S. strikes on Iranian nuclear facilities, tensions in the Middle East may escalate, potentially impacting oil prices in the short term, while long-term prices will depend on supply and demand fundamentals [8] Securities Industry Insights - On June 20, a draft for the revised "Securities Company Classification Evaluation Regulations" was released for public consultation, aiming to optimize business development indicators and support high-quality growth for small and medium-sized institutions [9] - Donghai Securities noted that the classification results will directly affect new business pilot qualifications and financing costs, encouraging small institutions to focus on niche markets and enhancing the competitive landscape [9]

1、行情 指数今天小幅低开高走。 题材方面，油气板块集体高开，山东墨龙7连板，茂化实华3连板，渤海化学、神开股份、准油股份、泰山石油纷纷涨停； 港口、航运板块也携手高开，宁波海运、兴通股份2连板，宁波海运、招商南油（炸）、南京港、连云港涨停； 固态电池全天单边走高，诺德股份5连板，湘潭电化3连板，英联股份2连板，金龙羽、泰和科技（20CM）、光华科技、腾远钴业（20CM炸） 先后涨停，信宇人、海科新源涨超10%； 数字货币、跨境支付板块单边走强并于午后加速，吉大正元、海联金汇、神州信息于上午先后涨停；午后，恒宝股份、四方精创（20CM）、 优博讯（20CM回封）、中科金财、天源迪科（20CM摸板）涨停，拉卡拉、先进数通、汇金股份、雄帝科技、法本信息、华峰超纤等均一度 涨超10%； 此外，石墨烯、AI医疗、军工、PCB、PET铜箔等概念均有局部强势表现。 半导体板块开盘走强，中晶科技、大为股份、波长光电（20CM）等纷纷涨停，扬帆新材、芯导科技、炬光科技、晶方科技、精测电子、台基 股份、大港股份等集体大涨； 不过早盘仅有局部个股发力，吉大正元、海联金汇、神州信息先后涨停，优博讯、先进数通等盘中涨超10%。 直到 ...

Market Overview - On June 23, the total trading volume of the Shanghai and Shenzhen stock markets reached 1.12 trillion yuan, an increase of 54.9 billion yuan compared to the previous trading day [1] - Sectors that saw significant gains included military equipment restructuring, cross-border payments, port shipping, military information technology, and oil and gas extraction, while a few sectors like liquor experienced declines [1] Stock Performance - Notable stocks with significant price increases included: - Shandong Molong (002490) +9.97% at 7.72 yuan, benefiting from shale gas and oil equipment [2] - Junyou Co. (002207) +9.98% at 10.58 yuan, driven by oil and gas and order growth [2] - Nord Co. (600110) +10.10% at 5.67 yuan, linked to solid-state battery materials [2] - Yong'an Pharmaceutical (005362) +10.00% at 65.62 yuan, associated with taurine and functional beverages [2] - Longcheng Military Industry (601606) +10.02% at 20.20 yuan, related to military equipment restructuring [2] Trading Dynamics - The top three net purchases on the Dragon and Tiger list were Jinlongyu, Hengbao Co., and Rongfa Nuclear Power, with net purchases of 227 million yuan, 221 million yuan, and 163 million yuan respectively [5] - The top three net sales were Keheng Co., Anni Co., and Haike New Source, with net sales of 200 million yuan, 126 million yuan, and 108 million yuan respectively [6] Sector Highlights - The oil and gas sector showed strong performance with Shandong Molong achieving a seven-day consecutive rise and Junyou Co. a six-day rise [3] - Solid-state battery concept stocks like Nord Co. and Yong'an Pharmaceutical also demonstrated strong upward momentum [3] Institutional Activity - In the Dragon and Tiger list, stocks with significant institutional net purchases included: - Microchip Bio (688321) +15.63% with a net purchase of 86.74 million yuan [8] - Shenzhou Cell (688520) +16.66% with a net purchase of 46.02 million yuan [8] - Dazhi Co. (002213) +10.00% with a net purchase of 21.39 million yuan [8] Key Company Updates - Jinlongyu reported a trading increase of +10.01% with a turnover of 1.47 billion yuan, indicating strong market interest [10] - Hengbao Co. also saw a trading increase of +10.00% with a turnover of 4.41 billion yuan, reflecting robust demand in the digital currency and fintech sectors [14] - Rongfa Nuclear Power experienced a trading increase of +10.01% with a turnover of 293.8 million yuan, highlighting its role in the nuclear energy sector [19]