一些美国舆论把中美经贸摩擦的责任归咎于中国，是严重的颠倒黑白。如果没有美方的滥施关税，就不会有今天两国经贸领域的严重困难局面。华盛顿是 问题的始作俑者。中方愿意与美方坐下来磋商，是出于对中美关系大局的善意，在合法合理合情的前提下，照顾美方的关切。但一些美国舆论似乎把这种 善意视为理所应当，甚至试图用中方的善意绑架中方，好像中美经贸关系一出现问题就是"中国做得还不够多、不够快"，把责任都推给中国，这很不地 道。 据环球网报道，商务部新闻发言人近日就中美伦敦框架有关情况答记者问时表示，近日，经批准，双方进一步确认了框架细节。中方将依法审批符合条件 的管制物项出口申请。美方将相应取消对华采取的一系列限制性措施。对此，国际媒体认为，中美两国扫清了贸易摩擦中一个关键障碍。美国彭博社则相 对谨慎地表示，虽然这显示出持续数月的贸易不确定性和混乱之后双方可能取得的进展，但也凸显美中之间达成最终、确定性贸易协议的道路依然漫长。 特朗普 （资料图） 对于这个谈判进展，美国总统特朗普显得非常兴奋，他提前透露中美谈妥了，说中美签署了贸易协议，美国已经开始对中国开放，这在以前是不可能的。 现在看来，中美确实突破了难关，暂时在一份彼此期 ...

Group 1: Military Industry - The military industry is currently in a state with significant upward potential and a solid bottom, despite weak performance expectations for 2024 and the first quarter of 2025 [1] - Major contracts and bidding notifications have been announced by several listed companies in the aerospace sector, enhancing market expectations for performance recovery [1] Group 2: Innovative Pharmaceuticals - The release of measures to support the high-quality development of innovative drugs has sparked renewed interest in the sector, with a focus on opening public data resources for innovative drug research and expanding commercial health insurance coverage [1] - Institutions have positively evaluated these measures, which are expected to facilitate China's transition from a "generic drug powerhouse" to an "innovative drug stronghold," benefiting leading innovative drug companies and the biotech sector [1] Group 3: Automotive Industry - The automotive industry in the Yangtze River Delta region is facing severe challenges, including high inventory levels, disordered market competition, and increased risks to the financial chain of enterprises [2][3] - Dealers have suggested that manufacturers allow reasonable inventory limits and adjust sales targets to better align with regional market capacities [3] Group 4: Market Performance - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.39% and the ChiNext Index falling by 0.24%, with a total market turnover of 14,967 billion yuan [6] - The innovative drug concept stocks surged in the afternoon, with companies like Shutaishen and Anglikang reaching historical highs [6] Group 5: Industry Trends - The PCB sector is experiencing activity due to a report from Citigroup predicting significant growth in AI-PCB markets in 2026 and 2027, with an estimated total addressable market of 53 billion yuan, reflecting a 53% year-on-year increase [6][7] - The report also highlights a projected supply gap of at least 3 billion yuan in AI-PCB from 2026, even without considering capacity expansion and assembly yield loss [7]

| 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 诺德股份 | 3天3板 | 10.12% | 09:36 | 固态电池 | | 600110 | | | | | | 湘潭电化 | 首板 | 10.05% | 09:30 | 固态电池 | | 002125 | | | | | | 丰元股份 | 首板 | 10.03% | 09:33 | 固态电池 | | 002805 | | | | | | 海科新源 | 首板 | 20.02% | 09:36 | 固态电池 | | 301292 | | | | | | 科恒股份 | | 11.68% | | 固态电池 | | 300340 | | | | +稀土永 | 归因: 国内首个人形机器人全产业链专业展"2025 杭州 国际人形机器人与机器人技术展览会",将于6月 20-22日在杭州举办。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 凯旺科技 | 首板 | 20.01% | 10:30 | 机 ...