Market Overview - A-shares experienced a slight pullback after three consecutive gains, with the Shanghai Composite Index down 0.22% to 3448 points, the Shenzhen Component Index down 0.48%, and the ChiNext Index down 0.66% [1][2] - Total trading volume for the day was 1.62 trillion yuan, a decrease of 163 billion yuan from the previous trading day, with over 3600 stocks declining across the market [1] Sector Performance - The military and shipbuilding sectors saw gains, with stocks like Wanlima and Zhongguang Fanglei hitting the daily limit [2] - The digital currency sector surged in the afternoon, with stocks such as Xinan Century and Chutian Long also reaching the daily limit [2] - The banking sector continued its strong performance, with major banks like Industrial and Commercial Bank of China hitting new highs [2][11] Notable Stocks - Brokerage stocks experienced a pullback, with Guotai Junan down over 4% and Dongfang Caifu down over 3% [4][5] - Innovative drug concepts declined, with Rongchang Bio dropping over 18% and Yuekang Pharmaceutical down over 9% [6][7] - The brain-computer interface sector also showed weakness, with stocks like Beiyikang and Rongtai Health falling over 4% [8][9] Upcoming Events - A military parade is scheduled for September 3, showcasing domestically produced main battle equipment, including new-generation traditional weapons and advanced combat forces [10] Future Outlook - China Galaxy Securities anticipates a potential upward trend in the A-share market by the second half of 2025, driven by supply-side reforms and capital market financing reforms [14]

6月26日涨停分析 今日共63股涨停，连板股总数21只，23股封板未遂，封板率为73%（不含ST股、退市股）。焦点股方面，兴业股份、诺德股份午后炸板跳水，市场连板高度 降至5连板的新通联。军工股反复活跃，长城军工7天6板，万里马20CM4天3板。油气股午后反弹，准油股份反包涨停走出10天7板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 长城军工 | 7天6板 | 9.99% | 09:35 | 车工 | | 601606 | | | | | | 万里马 | 4天3板 | 20.05% | 09:43 | 军工 | | 300591 | | | | | | 湖南天雁 | 4天3板 | 9.97% | 14:45 | 军工央企 | | 600698 | | | | | | 北方导航 | 2天2板 | 10.01% | 09:30 | 卫星互联 | | 600435 | | | | 网+军工 | | 建设工业 | 2天2板 | 10.00% | 09:32 | 军工+机器 | | 002265 | | | | 人 | | ...

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up 0.11%, Shenzhen Component Index up 0.26%, and ChiNext Index up 0.31%. The Northbound 50 Index increased by 1.24%. The total market turnover reached 1,002.6 billion yuan, an increase of 53.8 billion yuan compared to the previous day, with over 2,900 stocks rising [1][2]. Sector Performance - The military industry, diversified finance, solid-state battery, and CPO concept stocks led the gains. The military sector saw a significant surge, with nearly 20 stocks, including Zhongguang Fanglei and Fenghuo Electronics, hitting the daily limit. Fenghuo Electronics experienced a sharp rise, reaching the limit within one minute [3][4]. - Solid-state battery concept stocks also became active, with Zhonglun New Materials hitting the daily limit within three minutes of opening [5][12]. - The diversified finance sector maintained its strength, with stocks like Ruida Futures and Hongye Futures reaching the daily limit. Hong Kong brokerage stocks remained active, with Shengli Securities surging over 150%, setting a new historical high [5][6]. Hong Kong Brokerage Sector - The rise of cryptocurrency business among Hong Kong brokerages was highlighted, with Shengli Securities doubling in price during the session [6][9]. - The market reacted positively to Guotai Junan International obtaining the first full license for virtual asset trading among Chinese brokerages in Hong Kong, leading to a surge in its stock price, which initially rose nearly 90% before stabilizing at around 13% [7][11]. - The overall interest in virtual asset trading licenses increased, with 40 institutions upgrading their licenses to provide virtual asset trading services, including 38 brokerages and one bank [11]. Notable Stock Movements - Zhonglun New Materials and other solid-state battery stocks saw significant price increases, with several stocks hitting the daily limit. Zhonglun New Materials specifically reached a 20% limit increase shortly after market opening [12][13]. - The stock of Nord Shares, which had previously achieved a seven-day limit increase, clarified its business situation regarding solid-state batteries, indicating that its revenue from this sector was minimal and faced intense competition [15][17].

今日早盘，A股微幅震荡，主要股指涨跌互现。上涨个股略多于下跌个股，成交保持平稳。 盘面上，国防军工、固态电池、影视院线、培育钻石等板块涨幅居前，汽车、物流、医药生物、日用化工等板块跌幅居前。 | 名称 | ★● | ED FOT | 涨幅% | | --- | --- | --- | --- | | 上证指数 | | 3459.66 | 0.11 | | 深证成指 | 1 | 10420.86 | 0.26 | | 创业板指 | 0 | 2134.99 | 0.31 | | FiFF50 | 4 | 2742.22 | -0.20 | | 沪深300 | 0 | 3959.80 | -0.01 | | 科创50 | 0 | 1000.39 | 0.48 | | 北证50 | 0 | 1455.45 | 1.24 | | 中证1000 | | 6305.64 | 0.47 | 军工股继续强势上攻 军工股继续保持强势上攻态势，地面兵装板块指数在昨日飙升近9%的基础上，今日继续高开高走，盘中放量大涨逾7%，创8年多来新高，6月以来累计大 涨逾32%，今年以来涨逾51%。长城军工再度涨停，收获7天6涨停，股价创历史新 ...

Market Overview - The A-share market saw all three major indices rise in early trading, with the Shanghai Composite Index up 0.11%, the Shenzhen Component Index up 0.26%, and the ChiNext Index up 0.31% [1] - The total market turnover reached 100.26 billion yuan, an increase of 53.8 billion yuan compared to the previous day, with over 2900 stocks rising [1] Sector Performance - The military industry, diversified finance, solid-state battery, and CPO concept stocks led the gains, while innovative drugs, oil and gas extraction, and complete automobile sectors experienced declines [4] - The military sector saw a significant surge, with nearly 20 stocks hitting the daily limit, including Zhongguang Fanglei (300414) and Juyi Suoju (002342) [4] - The diversified finance sector continued its strong performance, with stocks like Ruida Futures (002961) and Hongye Futures (001236) also hitting the daily limit [4] - Solid-state battery concept stocks were active again, with Zhonglun New Materials (301565) hitting the daily limit and several others also performing well [4] Notable Stocks - The strongest performing stocks included: - 6 consecutive limit-up: Xingye Co., Ltd. (603928) [5] - 5 consecutive limit-up: Xintonglian (603022) [6] - 4 consecutive limit-up: Jida Zhengyuan (003029) [7] - 3 consecutive limit-up: Hongye Futures, Heli Tai (002217), and others [8] Hot Sectors - The military sector ranked as the top hot sector with 17 stocks hitting the daily limit and 10 stocks on consecutive limit-up streaks [9] - The new energy vehicle sector followed, with 15 stocks hitting the daily limit [10] - The Huawei concept sector also showed strength, with 13 stocks hitting the daily limit [11] Sector Insights - In the diversified finance sector, 40 institutions have been approved to provide virtual asset trading services, including Tianfeng Securities and others [14] - The military sector may see increased speculation due to geopolitical tensions, as comments from former President Trump suggest potential conflicts between Israel and Iran [15] - The solid-state battery sector is gaining attention with the launch of the vivo X Fold5, which features advanced battery technology [16]

A股三大指数集体翻红，军工、大金融、PCB、固态电池等方向领涨，沪深京三市上涨个股超2700只。 ...

我们假定当前正在突破基底（横盘结构），开启主升浪，情绪指标已经从低温区返回温暖区，此刻 平均股价指数还未实现突破，攻击姿态： 上证指数已经实现突破，攻击姿态： 整体态势和前不久给出的分析完全一致，参考《 稳定的收缩之后蕴藏着稳定的上升 》一文。主要两点：第一，回撤不会太深；第二已经到了牛市第一阶 段日线级别横盘末端（一般周期为8~10个月），主升随时可能到来。 不过近日对情绪指标可能掉入冰点的一时冲动看法要纠正一下，事实显示，日线级别进入主升前期，会落入寒冷区间，但未必掉入冰点。往轮牛市也是这 样，以下2014年主升前期的强势中继，情绪指标就没有掉入冰点： 2019年主升前期的强势中继，情绪指标也没有掉入冰点： 而当下的横盘结构还只有2T，如果是2T突破，应该很快就会有一个短期回调确认，以代替第3T。 我看自媒体都很兴奋，传檄天下的模样，这个要小心。说什么券商牛市旗帜已经揭竿而起了，真是这样吗？昨天券商涨停不过就三只股票，还都是中市值 的小券商，号称一哥的东财也是两点钟以后才开始拉的，换手不小且没拉满，我倒是觉得更像是高位派发。 深证综指已经实现突破，攻击姿态： 科创综指刚刚到达横盘结构上轨，攻击姿态： 但5 ...

6月20日下午三点，A股收盘的钟声敲响。创业板指下跌0.84%，全市场超过3600只个股泛绿，沪深两市成交额缩至1.07万亿元——较前一日骤减1829亿元。 更让投资者警觉的是，昨日大跌后市场并未如近期规律般迎来强势反弹，反而陷入缩量震荡的僵局。这根微弱的阴线，悄然打破了五月以来"大跌次日必有 修复"的惯性，如同一只无形之手按下了市场反弹的暂停键。 估值的安全边际同样清晰可见。经历持续调整后，A股整体估值已处于历史低位，白酒板块股息率与十年期国债收益率比值升至吸引水平。广发证券的报告 点明关键："白酒行业2025年有望迎来'估值-业绩'双底，当前已进入中周期买点。"这种估值优势如同磁石，不断吸引着"高切低"的调仓资金。 历史不会简单重复，但常押着相似的韵脚。2020年7月急跌后，十大券商策略报告曾一致断言："市场中期牛市趋势并未扭转，调整即是布局期。"当时浙商 证券的比喻如今听来格外贴切——"起跳前的深蹲"。五年后的今天，当同样面临第五次调整，技术面已在3200-3300点区间构筑多重支撑，3040点反弹留下 的跳空缺口更如一道道防波堤。 下周的悬念在于调整路径。若出现深度破位，反而可能触发场外资金的进场冲动 ...

6月25日创业板50ETF国泰（159375）市场表现 每经编辑｜彭水萍 今日A股三大股指涨超1%，截至收盘，沪指涨1.04%，创年内新高，深成指涨1.72%，创业板指涨3.11%，科创50指数涨1.73%。全市场成交额1.64万亿元， 较上个交易日放量1914亿元。 数据来源：Wind 【上涨原因分析】 盘面上，整体市场热点集中在金融、军工、计算机等方向，个股涨多跌少。创业板50指数表现较强主要为地缘政治、政策、流动性回暖、行业事件等因素共 同作用的结果。 地缘政治层面，以伊停火协议缓解避险情绪 伊朗最高国家安全委员会发表声明，宣布与"以色列及其支持者"停火。美国总统特朗普在其社交媒体平台"真实社交"上发文表示以色列和伊朗已同意全面停 火，双方停火将于美国东部时间24日零时开始。该消息显著降低市场避险需求，资金加速回流高风险资产，科技板块与创业板受益显著，军工板块作为情绪 指标同步反弹，或强化市场上涨动能。 流动性方面，美联储释放一定的宽松预期 近期美联储主席鲍威尔在国会证词中表示，美联储目前处于有利位置，能够耐心等待，待对经济走向有更清晰的判断后再考虑调整货币政策立场。但他不排 除关税对通胀的影响可能没有 ...

A股复盘 | 阅兵牛之后是牌照牛？ / 2025.06.25 虽然我昨天预感今天A股要大涨，但是我没预料到今天的C位是大金融！ 今天早上国泰海通国际暴涨，赶紧找消息，原来是获得了虚拟资产交易牌照。 至此，国泰君安国际成为首家可提供全方位虚拟资产相关交易服务的香港中资券 商，服务覆盖提供虚拟资产交易服务、在虚拟资产交易服务过程中提供意见，以 及发行、分销包括场外衍生品在内的虚拟资产相关产品。 最后人家股价以198.39%涨幅收盘。 | 这真的很难上车，一直到收盘，有的人还是懵逼的状态。 | | --- | 除此之外，央行等五部委联合发布《关于金融支持提振和扩大消费的指导意 见》，文件特别提到要聚焦消费重点领域加大金融支持，结合消费场景和特点创 新金融产品，持续推动消费领域金融服务提质增效，直接利好大金融板块。 再就是群友提供的"命令"！哈哈哈 固态电池主要是美股的消息。固态电池技术公司QuantumScape盘后暴涨。 QuantumScape表示，其成功将Cobra隔膜工艺整合到标准电池生产线中，这项 技术将成为其高效率连续流隔膜生产系统的基础。 我问了问AI，这项技术进步代表什么？ AI回答我，Cobra工 ...