2025年中报业绩预告高峰期，市场表现分化。部分公司业绩亮眼，如诚意药业、苏利股份、国泰海通等；但光伏、锂电、房地产、消费、航空等行业多家企业预亏，如晶澳科技、金地集团、通威股份等。此外，还有多则行业动态：智元、宇树中标1.24亿元人形双足机器人代工服务采购项目；国家启动医保等药品目录调整；上海市国资委学习加密货币相关策略；机构看好军工产业链重估。市场方面，6月融资规模超预期，湖北鼓励购房补贴，三部门印发绿色金融目录等。当前指数较弱，大金融亏钱效应大，后续市场关注点或转向产业与政策逻辑，操作上建议看高做低，留意新题材。
- 股票名称 ["诚意药业","国电南自","建投能源","晋控电力","三和管桩","中大力德","新华锦","兄弟科技","易德龙","长荣股份","联环药业","康辰药业","沃华医药","莱美药业","昂利康","绿地控股","中远海科","市北高新","兰生股份","上海物贸","中航成飞","北方导航","内蒙一机","长春一东","建设工业","晶澳科技","金地集团","保利发展","酒鬼酒","ST晨鸣","永辉超市","中国东航","中国国航","合盛硅业","天齐锂业","赣锋锂业","弘元绿能","京运通","华侨城Ａ","国晟科技","信达地产","隆基绿能","水井坊","双良节能","永杉锂业","通威股份","用友网络","ST金科","生益科技","苏利股份","国泰海通","新易盛","洛阳钼业","杉杉股份","中科电气","襄阳轴承","领益智造","众生药业","华夏航空","完美世界","华胜天成","生益电子","ST宇顺","ST舜天","利元亨","万邦德"]
- 板块名称 ["业绩预增","人形机器人","医药","泛金融","军工","光伏","锂电","房地产","消费","航空","证券","涨价","游戏","cpo","ai产业链"]
- 中报业绩、产业逻辑、政策逻辑
- 看多看空（中性） 内容中既有部分公司业绩表现亮眼受到市场关注等积极因素，也有众多公司预计亏损或业绩下降等消极因素，同时还提及后续市场关注点会转向产业逻辑和政策逻辑，多空因素交织，所以对A股的看法为中性。
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