Market Overview - The market showed strong performance with all three major indices rising, particularly the ChiNext Index which surged by 2.25%, and over 3,900 stocks in the market increased in value, indicating heightened capital activity [1] Solar Energy Sector - The solar energy sector experienced significant gains with stocks like Shihang New Energy, Yijing Photovoltaic, and Tongwei Co. hitting the daily limit, driven by supportive policies from the Ministry of Industry and Information Technology aimed at promoting high-quality development in the solar industry [3] - New policies in regions like Yunnan are supporting the integration of solar manufacturing and power generation, leading to accelerated supply-side reforms and the exit of outdated production capacity, benefiting leading companies [3] - Technological innovations such as BC batteries and perovskite breakthroughs have greatly enhanced the competitiveness of solar companies [3] Computing Hardware Sector - The computing hardware sector saw notable performance with companies like Yihau New Materials and Xinyi Sheng reaching historical highs, driven by the explosive demand for AI computing power following the launch of NVIDIA's GB200 server [3] - The development of ASIC chips is accelerating, with expected shipments surpassing GPUs next year, which is a long-term positive for the entire computing supply chain [3] - Industrial Fulian, a leading global electronics manufacturer, is deeply tied to top clients like NVIDIA, showing strong performance in stock prices [3] Gaming Sector - The gaming sector also performed well, with companies like Ice Glacier Network and Giant Network seeing significant gains due to a substantial increase in the number of game licenses, reaching a 22-year high in June [4] - Supportive policies for the gaming industry are enhancing market expectations for profitability, while AI technology is improving development efficiency and user experience [4] Building Materials Sector - The building materials sector showed positive performance with companies like International Composite Materials and Shandong Fiberglass hitting the daily limit, driven by ongoing "anti-involution" policies aimed at improving industry fundamentals [4] - The central financial meeting emphasized the need to eliminate low-price disorderly competition, which is favorable for leading building material companies [4] Consumer Electronics and PCB Sectors - The consumer electronics sector benefited from increased tariffs on Vietnam by the U.S., highlighting the advantages of Chinese manufacturing, alongside domestic policies stimulating demand [4] - The PCB sector is experiencing growth due to surging demand for high-end products in AI servers and automotive electronics, with leading companies accelerating production [4] Underperforming Sectors - The banking sector saw declines, with major banks like Shanghai Pudong Development Bank dropping over 2%, attributed to tightening liquidity at month-end and institutional reallocation of funds [5] - The power sector also faced a pullback, influenced by changing demand expectations following high temperatures [5] - The insurance sector and controlled nuclear fusion sector underperformed due to regulatory impacts and previous overvaluation, respectively [5] Conclusion - Overall, the market displayed a clear structural trend with strong performances in solar, computing, and gaming sectors, while banking and power sectors lagged behind [5]

市场全天冲高回落，三大指数涨跌不一。沪深两市全天成交额1.54万亿，较上个交易日缩量421亿。盘 面上，市场热点较为杂乱，个股涨多跌少，全市场超3300只个股上涨。从板块来看，算力硬件股再度走 强， 联特科技20CM涨停。有色金属概念股展开反弹， 北方铜业等涨停。大金融股一度冲高， 弘业期 货4连板。下跌方面， 银行股集体调整，近20只银行股跌超3%。板块方面， 有色金属、铜缆高速连 接、 CPO、 多元金融等板块涨幅居前，银行、 油气、 跨境支付、 白酒等板块跌幅居前。截至收盘， 沪指跌0.7%， 深成指涨0.34%， 创业板指涨0.47%。 ...

算力硬件股再度走强 联特科技涨超10% 智通财经6月27日电，CPO、铜缆高速连接等算力硬件股再度走强，胜宏科技、新易盛续创历史新高， 联特科技涨超10%，光库科技、源杰科技、兆龙互连、景旺电子、仕佳光子涨超5%。消息面上，摩根 大通研报指出，业内专家预测CPO市场将在2027年开始显著增长，2028年市场规模将超过10亿美元，并 在2030年突破50亿美元。 ...

每经记者｜刘明涛 每经编辑｜叶峰 今日，A股震荡攀升，创业板指涨逾1%。截至上午收盘，上证指数午盘涨0.43%报3376.58点，深证成指涨0.91%，创业板指涨1.22%，北证50涨1.17%，科创 50涨0.57%，中证A500涨0.58%，A股半日成交7425.05亿元。 | 2027.16 +24.46 +1.22% | | | | | 创业板指 399006 | ਕੋ | | --- | --- | --- | --- | --- | --- | --- | | SZSE 11:30:03 交易中 | | | | | 沪深市场核心指数 / ● + | | | 全额 | | 2048.52亿 关键比率 | | | | | | 成交量 | | 117.52亿 | | 2023 | 2024 20250 | | | 开盘 | | 2009.37 | 毛利率 | 24.19 | 25.18 | 25.34 | | 量高 | | 2030.92 | 净利率 | 10.01 | 10.46 | 12.01 | | 最低 | | 2009.37 | | | | | | 三次成出 30.7 市净率 | | 3.72 ...

证券之星消息，2025年5月9日沃尔核材（002130）发布公告称公司于2025年5月9日召开业绩说明会。 答：感谢您的关注！未来公司将坚持聚焦"电子通信+新能源电力"为主业发展方向，不断强化持续增长理念， 在各个细分领域追求成为专精特新的优势板块。坚持成本领先策略，深化自动化、精益化、规模化生产，推 进信息化、智能化及数字化管理；灵活采用差异化策略，覆盖各细分行业个性化的需求；并综合各种有利举 措促进提升公司综合竞争力，力求实现公司业绩稳健增长。谢谢。 问：在成本控制方面采取了哪些有效措施？ 具体内容如下： 问：公司于2025年5月9日(星期五)00-00在价值在线(www.ir-online.cn)举办了2024年年度报告网上业绩说明 会，本次年度业绩说明会采用网络互动的方式举行。业绩说明会答环节内容如下： 答：公司于2025年5月9日(星期五)1500-1700在价值在线(www.ir-online.cn)举办了2024年年度报告网上业绩说 明会，本次年度业绩说明会采用网络互动的方式举行。业绩说明会问环节内容如下 问：目前的业务增长情况如何？未来有哪些具体的市场扩展计划？ 答：感谢您的关注！2025年一 ...

Group 1: Financial Performance - In Q1 2025, the company achieved revenue of CNY 1,759.11 million, a year-on-year increase of 26.60% [2] - The net profit attributable to shareholders was CNY 250.39 million, reflecting a year-on-year growth of 35.86% [2] Group 2: Business Strategy and Market Expansion - The company focuses on "electronic communication + new energy power" as its main development direction, aiming to strengthen its competitive edge in specialized sectors [3] - Plans are in place to expand production capacity in Malaysia and Huizhou to meet business growth demands [4] Group 3: Cost Control and Efficiency Measures - Continuous implementation of cost reduction and efficiency enhancement measures, including increased R&D investment and automation [4] - Comprehensive budget control measures are in place to manage costs effectively [4] Group 4: Product Development and Innovation - The company has increased R&D investment to develop high-end products and optimize new technologies in electronic communication and new energy sectors [5] - The single-channel 224G high-speed communication cable has achieved stable mass production and meets customer demand [5] Group 5: Market Outlook and Growth Potential - The electronic communication and new energy power industries align with national development strategies, presenting broad market prospects [8] - The company is optimistic about future growth, leveraging market opportunities driven by the increasing demand for AI computing power [8]

水皮杂谈 一家之言 兼听则明 偏听则暗 不及预期 离除夕只有4个交易日了，依然是维持之前的判断，市场会进入"春节模式"，后续每天量能都 有萎缩的可能，而且周五是持币过节的人最后的卖出时机，耐心观察和等待吧。 (本文数据来 自： choice数据） 每日看盘 今日A股三大指数高开低走，两市共成交1 2 0 5 2亿，较前个交易日放量2 2 3亿。 其中沪指下跌 0 . 0 5%，收报3 2 4 2 . 6 2点； 深成指上涨0 . 4 8%，收报1 0 3 0 5 . 6 9点； 创业板指上涨0 . 3 6%，收报 2 11 2 . 3 9点。 熟悉的走势，连续两天走出了高开低走的走势，区别只在于昨天是有冲高，而今天连冲高这一 步都省略了。整体来说，这两天的走势是有些不及预期的，毕竟收盘后晚上都是一堆利好，昨 天还叠加了A5 0暴涨和美元兑人民币汇率的大跌，核心的原因还是临近放假，人心散了，资金 也形不成合力。 盘面上，全天两市1 9 2 0家上涨，3 1 3 3家下跌。中位数下跌0 . 4 2%，微盘股指数下跌1 . 1 3%。虽 然从指数上看上证微跌，深成指和创业板指上涨，但今天的盘面其实是比昨天弱很多的， ...

先给昨晚的内容做个补充啊，我说短剧行业收入超过电影有一些读者表示怀疑，这个是真滴。短剧行业今年有一个行业白皮书，里面说2024年市场规模是 504亿，增长34%。至于电影票房...直到今天还没有超过420亿，两边差距蛮大的。 不过今年也有比较消极的一面，比如市场中位数是-3.5%，也就是说a股有一半的股票跌幅超过3.5%，你的持仓如果是在下半区那确实挣不到钱。 另外a股今年的波动巨大，年内几番大起大落，尤其是9月底那一波，几乎全年涨幅都集中在6个交易日之内，要是你在那几天没处理好，今年连屁都吃不 到。所以2024年散户的收益状况我猜方差会很大，做好的超额收益，搞砸的超额亏损，人与人的悲欢并不想通。 这几天老有人建议我搞收益投票，一般有这种提议的都是今年做的还行的，想看看自己跑赢了多少人。我不打算搞这个，这种投票只会增加亏损股民的焦 虑，反正我已经说了今年的大致情况，你们可以自行判断。 不过呢，电影行业在收入分配上比短剧行业要强势，电影的制作方可以分到总票房30-33%的收入（院线要拿大头），短剧的制作方大概只能分到流水的6- 8%（渠道要拿大头），差距还是挺大的。 我昨晚没讲，我特别讨厌最近几年国产电影制作费 ...