Market Overview - On June 30, A-shares saw all three major indices rise, with the Shanghai Composite Index up by 0.59%, the Shenzhen Component Index up by 0.83%, and the ChiNext Index up by 1.35% [1] - The STAR Market Composite Index led the gains with an increase of 1.70% [2] - Over 4,000 stocks in the market experienced an increase [1] Hong Kong Market - On the same day, major indices in the Hong Kong stock market collectively declined, with the Hang Seng Technology Index down by 0.72% [4] - The Hang Seng Index fell by 0.87% [5] Sector Performance - The defense and military sector saw the highest gains, with an increase of 4.35%, followed by media at 2.82% and telecommunications at 1.90% [7] - In contrast, non-bank financials decreased by 0.77%, banks by 0.34%, and transportation by 0.09% [7] Industry Highlights Solid-State Battery Technology - A pilot project for all-solid-state battery electric bicycles was launched in Beijing, marking a significant step towards the commercialization of solid-state battery products [8] - Century Securities reported that the solid-state battery industry is progressing towards commercialization, with a recent announcement from a U.S. company indicating a 25-fold increase in heat treatment speed, leading to a 76.67% increase in stock prices over two days [8] Defense and Military Sector - There has been a significant inflow of capital into the defense and military sector, with the Defense ETF rising by 4.88% [9] - Northeast Securities highlighted the long-term growth certainty of the defense and military sector, noting that the industry is expected to recover as demand increases and structural capacity improves [9]

一、市场行情回顾 06月24日，A股三大股指全线收涨。其中，上证指数上涨1.15%，深证成指上涨1.68%，创业板指上涨2.30%，全市场超4000只股票上涨。主流宽基指数中， 北证50上涨3.65%，涨幅相对明显。 | 证券名称 | 日涨跌幅 | | --- | --- | | 北证50 | 3.65% | | 创业板50 | 2.44% | | 创业板指 | 2.30% | | 科创100 | 2.24% | | 科创综指 | 2.07% | | 中证1000 | 1.92% | | 科创20 | 1.79% | | 深证成指 | 1.68% | | 中证500 | 1.62% | | 中证A50 | 1.33% | | 沪深300 | 1.20% | | 上证指数 | 1.15% | | 数据来源： Wind，日期截至2025-06-24 | | 沪深两市成交额为14146亿元人民币，相较上个交易日大幅增量。 6月24日，港股主流指数集体收涨。其中，恒生科技指数上涨2.14%，涨幅相对居前。 | 证券名称 | 日涨跌幅 | | --- | --- | | 恒生科技指数 | 2.14% | | 恒生指数 ...

科技创新是推动中国经济高质量发展的核心动力，也是资本市场服务国家战略的重要方向。近年来，证 监会不断强调资本市场要发挥服务国家战略的功能，支持科技创新和产业升级。作为国内领先的公募基 金管理公司，鹏华基金积极响应政策号召，以"政策响应者""价值发现者"和"生态共建者"的角色，坚持 高质量发展，携手投资者共同攀登中国"科创高地"。 政策响应者： 践行使命，服务国家战略 以科创板为例，鹏华基金创新打造的"科创中国·灯塔基金"系列产品，既实现了四大宽基指数全覆盖， 又对细分赛道进行了精准卡位。 具体来看，鹏华基金先后布局了科创50、科创100、科创200和科创综指。其中，鹏华科创50增强ETF （588460）、鹏华科创100ETF基金（588220）以及科创综指ETF鹏华（589680）均是首批参与的重大 创新产品。 不仅全面，鹏华还在"多元"上做足功夫。以科创50指数为例，既有依托先进量化模型、追求超额收益的 鹏华科创50增强ETF（588460），也有紧密跟踪标的指数、追求跟踪偏离度和跟踪误差的最小化的鹏华 科创50ETF指数（588040），同时还有助力场外投资者共享科技创新红利的鹏华上证科创板50成份增强 ...