◎记者 费天元 7月2日，A股市场呈现盘整格局，沪指全天在平盘点位附近窄幅波动。截至收盘，上证指数报3454.79 点，跌0.09%；深证成指报10412.63点，跌0.61%；创业板指报2123.72点，跌1.13%。沪深两市合计成交 13769亿元，较前一日缩量约900亿元。 海洋经济概念掀涨停潮 6月中旬以来，A股新经济题材呈现轮动走强态势，潮玩零售、创新药、AI算力等板块均有所表现。昨 日，在消息面的提振下，海洋经济概念成为盘面最强热点，截至收盘，深水海纳、冰山冷热、獐子岛、 神开股份、开创国际、亚星锚链等十余只相关个股收获涨停。 7月1日，中央财经委员会第六次会议举行，研究纵深推进全国统一大市场建设、海洋经济高质量发展等 问题。会议强调，推进中国式现代化必须推动海洋经济高质量发展，走出一条具有中国特色的向海图强 之路；推动海洋经济高质量发展，要加强顶层设计，加大政策支持力度，鼓励引导社会资本积极参与发 展海洋经济。 华泰证券策略团队表示，6月以来，市场风险偏好修复，成长资产更受资金青睐。反映在盘面上，创业 板指、中证1000等指数表现较优，而前期火热的高股息板块整体表现一般。 华泰证券认为，虽然中长 ...

Group 1 - The marine economy concept saw significant stock price increases, with notable gains in companies such as Klete rising over 20%, Deepwater Haina hitting a 20% limit up, and Zhongke Haixun increasing by over 13% [1] - The Central Financial Committee's sixth meeting emphasized the importance of high-quality development in the marine economy, focusing on innovation, efficient collaboration, industrial upgrades, harmonious human-sea relationships, and win-win cooperation [1] - Key strategies include enhancing top-level design, increasing policy support, encouraging social capital participation, and improving independent innovation capabilities in marine technology [1] Group 2 - Zheshang Securities highlighted the growing strategic importance of marine power, indicating that the development of deep-sea technology is crucial for building a marine power nation, with expectations for upcoming industry policies and funding support [2] - Tianfeng Securities outlined the deep-sea technology industry chain, which includes deep-sea materials, deep-sea equipment, and deep-sea digitalization, noting that deep-sea materials are foundational and involve high-performance steel and titanium alloys [2] - The demand for deep-sea equipment is rapidly increasing, with a focus on underwater detection, construction operations, oil and gas production, and mineral development, indicating an upward cycle in the shipbuilding and marine engineering equipment industry [2]