金十数据7月11日讯，华泰证券表示，6月全行业景气指数有所回升，非金融行业景气指数下行斜率放 缓。基本面上建议关注：二季报业绩预计改善或维持高增的小金属、PCB、存储、风电、保险、火电、 基建、部分大众消费品，以及独立景气周期驱动的医药（投融资+BD）、军工（国内订单+军贸）、游 戏（产品周期）、通信设备/软件（AI）等；受益于反内卷政策、景气周期有筑底迹象，且估值对下行 预期计入较充分，如钢铁、煤炭、部分化工品等；出口链跟随全球制造业周期仍在下行，家电、资本 品、消费电子等景气有下行压力。 华泰证券：关注二季报亮点和反内卷受益行业 ...

Core Insights - The city of Suzhou has released its first "Top Ten Industrial Technology Achievements" and "Top Ten Industrial Technology Nominations," highlighting significant technological advancements and innovations in various sectors [1][2]. Group 1: Achievements - One achievement has been recognized as part of the "Top Ten Scientific Advances in China" for 2024, specifically the radiation photovoltaic micro-nuclear battery developed by Suzhou University [2]. - Several achievements have broken international monopolies, with multiple products holding the highest market share in their respective niche sectors within China [1][2]. - The average number of invention patents per achievement is 45, indicating a strong emphasis on innovation [1]. Group 2: Companies Involved - The achievements involve contributions from seven (proposed) listed companies, ten specialized and innovative enterprises, seven unicorn cultivation companies, and sixteen high-tech enterprises [1]. - The average revenue per company last year was 7.1 billion yuan, with an average R&D investment of 640 million yuan [1]. Group 3: Notable Technology Achievements - The notable achievements include: - The world's first and only approved GCG/GLP-1 natural dual-target weight loss drug by Innovent Biologics [2]. - The first domestic artificial heart entering clinical trials in the U.S. by Tongxin Medical [2]. - The first commercial 200kV field emission transmission electron microscope by Bozhong Instruments [2]. - The leading market share in voice interaction products for new energy vehicles by Sibilite [2]. - The mass production auxiliary driving system by Momenta, a unicorn in the autonomous driving sector [2]. - The PECVD equipment by Maiwei Technology, achieving global market leadership [2]. - The submarine optical cable communication system by Hengtong Huahai, ranking first in China and third globally [2]. - The GaN chip production line by InnoSilicon, the first of its kind globally [2]. - The perovskite photovoltaic modules by GCL-Poly, which have set multiple world records for conversion efficiency [2]. Group 4: Nominated Achievements - The nominated achievements include: - Intelligent six-legged guide dog by the Suzhou Innovation Institute of Shanghai Jiao Tong University [3]. - Tunnel boring machine by China Communications Construction Company [3]. - Large liquid launch vehicle by Tianbing Technology [3]. - Domestic heterogeneous liquid-cooled intelligent computing server by the Chinese Academy of Sciences [3]. - High-performance solid-state power battery by Qingtai Energy [3]. - Quantum-resistant encryption chip by Guoxin Technology [3]. - Integrated modeling and simulation platform by Tongyuan Soft Control [3]. - High-power semiconductor laser chip by Changguang Huaxin [3]. - Electric drive system for heavy-duty mining trucks by Kaibo Yikong [3]. - Non-oriented silicon steel by Shagang Group [3].

Group 1 - The A-share market experienced a volatile upward trend, with the Shanghai Composite Index reaching a high of 3497 points, closing at 3472.32 points, an increase of 0.32%, marking a new high for the year [1] - A500ETF Jiashi (159351) saw significant trading volume, with a total turnover of 33.406 billion yuan, ranking second in the market for similar products, and first in the Shenzhen market [1] - The trading turnover rate for A500ETF Jiashi reached 21.14%, the highest among similar products in the Shenzhen market [1] Group 2 - A500ETF Jiashi (159351) tracks the CSI A500 Index, consisting of 500 stocks with large market capitalization and good liquidity, providing a balanced industry distribution and favoring large and mid-cap styles [2] - The fund includes a high proportion of new productive forces, offering investors a tool to allocate to representative A-share companies [2] - Investors can also access quality core asset opportunities through the Jiashi CSI A500 ETF linked fund [2]

股指期货日度数据跟踪 2025-07-02 一、指数走势 07 月 01 日，上证综指涨跌幅 0.39%，收于 3457.75 点，成交额 5535.57 亿元，深成指数涨跌幅 0.11%，收于 10476.29 点，成交额 9124.59 亿元。 中证 1000 指数涨跌幅 0.28%，成交额 3343.02 亿元，其中开盘价 6358.06，收盘价 6373.77，当日最高价 6373.77，最低价 6308.06； 中证 500 指数涨跌幅 0.33%，成交额 2135.96 亿元，其中开盘价 5915.8，收盘价 5934.67，当日最高价 5936.92，最低价 5890.11； 沪深 300 指数涨跌幅 0.17%，成交额 2360.7 亿元，其中开盘价 3935.91，收盘价 3942.76，当日最高价 3946.25，最低价 3924.72； 上证 50 指数涨跌幅 0.21%，成交额 661.44 亿元，其中开盘价 2714.97，收盘价 2717.71，当日最高价 2721.4，最低价 2708.19。 图表 1：中证 1000、中证 500、沪深 300、上证 50 日内走势（%） 图表 ...

6月20日，截至收盘，特斯拉概念下跌0.89%，板块资金流出423595.72万。上涨个股家数45个，下跌个 股家数157个。 板块涨幅居前的十大牛股分别是：海科新源（20.0%）、诺德股份（10.04%）、赛伍技术（10.04%）、 阳谷华泰（9.11%）、山东威达（4.27%）、谱尼测试（3.9%）、劲拓股份（3.45%）、*ST威尔 （2.41%）、中瑞股份（2.31%）、赢合科技（1.9%）、东睦股份（1.81%）、正泰电器（1.78%）、德 迈仕（1.78%）、卡倍亿（1.55%）、横店东磁（1.41%）、福耀玻璃（1.41%）、宝钢股份（1.39%）、 得润电子（1.36%）、格力电器（1.27%）、新宙邦（1.23%） 序代码股票名称现价涨跌幅主力资金净额主力资金净占比1000584工智退0.22-84.931213.43万 28.812605133嵘泰股份38.7-8.19-397.74万-1.063605018长华集团11.58-7.95-3253.39万-12.594688583思看 科技76.1-7.17-3390.70万-25.075603009北特科技39.03-6.63-9928. ...

证券时报·数据宝统计，截至上午收盘，今日沪指跌0.86%，A股成交量639.07亿股，成交金额8058.88亿 元，比上一个交易日增加5.73%。个股方面，714只个股上涨，其中涨停31只，4656只个股下跌，其中 跌停14只。从申万行业来看，国防军工、综合、纺织服饰等跌幅最大，跌幅分别为2.78%、1.98%、 1.92%。（数据宝） 今日各行业表现（截至上午收盘） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 银行 | -0.01 | 146.47 | -16.73 | 瑞丰银行 | -1.67 | | 传媒 | -0.48 | 273.39 | 11.82 | 华扬联众 | -4.89 | | 电子 | -0.53 | 1045.35 | 26.64 | 影石创新 | -9.80 | | 家用电器 | -0.55 | 136.55 | 47.86 | 同洲电子 | -9.81 | | 食品饮料 | -0.57 | 152.11 | -27.70 | 莫高股份 ...

A股躲过"美债危机""中美关税博弈"，还是没有躲过中东地缘局势带来的扰动，股市前辈口中的"五穷六 绝七翻身"，预示着情绪底部可能就在本月出现。但不管哪个剧本，这个现象已经出现…… 情绪周期进入下半场 之前推演过"哪些事件会让情绪周期回到底部？"美债危机？中美关税博弈？都没有出现，反而是中东地 缘局势让A股、美股都出现了观望情况，市场情绪转冷。 根据情绪宝的时间周期，自5月8日情绪触顶并开始降温以来，赚钱效应指数已经持续降温26天，还有大 概10个交易日，情绪底部可能会到来。 不过，根据以往经验，底部的出现往往伴随着突发利空事件。目前来看，如果中东地缘局势持续升级， 不排除其导致A股情绪见底。 反正，没必要担心。一旦情绪触底，就意味着新一轮行情的开启。 沪深300高股息历史罕见 最近发现，沪深300的股息率来到了历史高位。下图中，圈1位置对应着2014年大牛市，圈2位置对应 着"924"大行情。小二相信，这次依然有巨大的行情潜力。 一边是有人为Labubu抢破头，一边是飞天茅台终端价跌破2000元，当时代抛弃你时，连招呼都不会 打。 另外，过去十几年来，存款利率、十年期国债收益率都在肉眼可见地下降。记得当年房地 ...

| 行业名 | 成交量（亿 | 成交量较昨日增减 | 换手率 | 涨跌幅 | 今日主力资金净流入（亿 | | --- | --- | --- | --- | --- | --- | | 称 | 股） | （%） | （%） | （%） | 元） | | 非银金 融 | 53.70 | 41.18 | 1.30 | 1.90 | 44.69 | | 汽车 | 59.89 | -2.32 | 2.77 | 1.70 | 27.50 | | 有色金 属 | 54.30 | 15.25 | 2.49 | 2.21 | 23.92 | | 电子 | 54.25 | -4.82 | 1.97 | 0.35 | 12.88 | | 传媒 | 54.06 | 1.68 | 3.69 | 1.60 | 10.05 | | 社会服 务 | 15.70 | -8.18 | 3.43 | 1.07 | 3.44 | | 石油石 化 | 11.34 | -13.34 | 0.31 | 0.63 | 2.95 | | 农林牧 渔 | 25.95 | -4.00 | 2.80 | 2.02 | 2.62 | | 纺织服 饰 | 19.77 ...

6月5日各行业融资余额环比变动 截至6月5日，市场最新融资余额为17995.25亿元，较上个交易日环比增加45.99亿元，分行业统计，申万 所属一级行业有25个行业融资余额增加，医药生物行业融资余额增加最多，较上一日增加8.79亿元；融 资余额增加居前的行业还有汽车、电力设备、计算机等，融资余额分别增加8.17亿元、6.36亿元、5.96 亿元；融资余额减少的行业有6个，非银金融、电子、公用事业等行业融资余额减少较多，分别减少 7.12亿元、2.62亿元、4703.92万元。 以幅度进行统计，纺织服饰行业融资余额增幅最高，最新融资余额为67.32亿元，环比增长2.36%，其次 是美容护理、汽车、银行行业，环比增幅分别为2.12%、0.89%、0.87%；融资余额环比降幅居前的行业 有非银金融、电子、交通运输等，最新融资余额分别有1525.86亿元、2085.00亿元、338.95亿元，分别 下降0.46%、0.13%、0.12%。（数据宝） | 综合 | 31.06 | 0.04 | 0.12 | | --- | --- | --- | --- | | 煤炭 | 157.06 | -0.17 | -0.1 1 ...

Group 1: Liquidity and Fund Performance - The trading volume of the CSI 500 ETF reached 30.527 million yuan during the session, with an average daily trading volume of 441 million yuan over the past year, ranking it among the top two comparable funds [3] - The latest scale of the CSI 500 ETF is 10.504 billion yuan, placing it in the top three of comparable funds [3] - The CSI 500 ETF has seen a significant increase in shares, with a growth of 66 million shares this month, leading among comparable funds [3] Group 2: Fund Inflows and Leverage - The CSI 500 ETF recorded a net inflow of 40.81 million yuan, accumulating a total of 152 million yuan in the last 15 trading days [3] - Leveraged funds are increasingly positioning themselves in the CSI 500 ETF, with a net purchase of 1.2455 million yuan in financing this month and a latest financing balance of 89.8813 million yuan [3] Group 3: Market Outlook and Investment Opportunities - Concerns regarding the sustainability of U.S. fiscal policy are rising, with uncertainties in the U.S. economic outlook potentially impacting U.S. sovereign credit and dollar credit, which may benefit RMB assets as a hedge against U.S. credit [3] - The global financial market is expected to experience increased volatility, while Chinese assets may present lower overall volatility due to government policies aimed at maintaining market stability, positioning them as a safe haven for global capital [3] Group 4: Index Composition - As of April 30, 2025, the top ten weighted stocks in the CSI Small Cap 500 Index include Jianghuai Automobile, Guangqi Technology, Shenghong Technology, Chifeng Gold, Runhe Software, Huagong Technology, Sichuan Changhong, Suzhou Bank, Ruixin Micro, and Dongshan Precision, collectively accounting for 6.4% [4] - Investors can access A-share small-cap investment opportunities through the CSI 500 ETF linked fund (070039) [4]