Quantum technology, games, controlled nuclear fusion, digital currency and other sectors have the highest growth rate.

In the morning of today, A-shares fluctuated slightly, and the Shanghai Composite Index fluctuated around 3400 points. The Shenzhen Component Index, ChiNext Index, Shanghai and Shenzhen 300 all opened low and closed high and fluctuated slightly red, while the Beijing Component Index 50 and Science and Technology Innovation 50 and so on were slightly green. There are slightly more stocks falling than stocks rising, and the transactions are trending further shrinking.

On the market, sectors such as quantum technology, games, controlled nuclear fusion, and digital currency ranked among the top in terms of growth, while sectors such as seed industry, dispersed dyes, winemaking, and real estate ranked among the top in terms of decline.

At the end of the morning trading today, the new stock N Haiyang rose 359.13% and triggered a second suspension, closing up 408.7% in half a day, with a transaction amount exceeding 980 million yuan.

According to the information, the company is mainly engaged in the research, development, production and sales of nylon 6 series products. The company's main products are nylon 6 slice series, nylon 6 silk thread series and cord cloth series.

Quantum technology has huge room for development

Communication concept stocks rose collectively in the morning, with quantum technology leading the rise, and the sector index rose by more than 2%, hitting a new high in the past three months. Ropt quickly hit the daily limit by 20%, and its stock price hit a new high in the past year and a half. Geer Software hit the daily limit in just about 2 minutes after opening, and Dongxin Heping also closed the board straight.

On the news front, at the "GTC Paris Developer Conference", Nvidia CEO Jenxun Huang said, "We are within reach" to use quantum computers in "a field that can solve some interesting problems" in the next few years, and "quantum computing is reaching a turning point."

Stimulated by this, US quantum technology concept stocks rose sharply overnight, Inc (QUBT) soared by more than 38% during the session, and (RGTI) also rose by more than 20%.

According to data from ICVTA&K and Photonic Box Research Institute, the global quantum industry scale will be US$5 billion in 2024, and the industry scale is expected to exceed US$800 billion by 2035, with an annual compound growth of 59%.

Quantum technology has broad prospects, and international competition around the field of quantum technology is becoming increasingly fierce. my country's government has successively issued policies to support the development of quantum technology. At the beginning of this year, the General Office of the Ministry of Industry and Information Technology issued the "Notice on Organizing and Carrying out the Leadership of Future Industrial Innovation Tasks in 2025", among which quantum technology is one of the key areas, and 17 tasks are deployed around the three major directions of quantum computing, quantum communication, and quantum precision measurement, promoting the implementation of quantum technology in the fields of medical care, transportation, energy, finance, etc.

Guoyuan Securities believes that China's quantum technology industry has made great progress in recent years. From quantum computing prototypes, quantum communication network construction to quantum precision measuring instruments, a series of major achievements have been emerging, the scale of the industry has continued to grow, and the industrial chain has been increasingly perfect, showing strong innovation vitality and development potential.

The game industry policy is constantly favorable

After the game concept stocks rose rapidly at the end of yesterday's trading, they continued to strengthen this morning, and the sector index once rose by more than 2%, hitting a new high in the past two years. Giant Network hit the daily limit strongly, with Perfect World, Jibit, Kaiying Network and others leading the gains.

Sub-sectors such as short drama games, metaverse concepts, cloud games, and online games have also strengthened. Aoya shares hit the daily limit by 20% in less than 5 minutes, and Yuanlong Yatu, Guoxing Optoelectronics and other strong daily limit.

Recently, there have been constant favorable policies in the game industry. Recently, the Zhejiang Provincial Department of Commerce and 17 other departments jointly issued the "Several Measures to Support Games to Go Over the Sea", which will officially come into effect on July 10, 2025. This is the first provincial-level policy document in China that specifically targets games overseas, reflecting the local government's high attention and strong support for the international development of the game industry.

At the end of May, the Publicity Department of the Guangdong Provincial Party Committee and the Guangdong Provincial Department of Culture and Tourism issued the "Several Policy Measures on Promoting the High-Quality Development of Guangdong's E-sports Industry", which will create the "e-sports dual core" in Guangzhou and Shenzhen as the core strategy for the development of Guangdong's e-sports industry, and support the two places to jointly improve the e-sports industry ecology in the region through differentiated positioning, resource complementarity and policy coordination.

At the national level, in April, the State Council approved the "Comprehensive Pilot Work Plan for Accelerating the Expansion of Opening-up of the Service Industry", which clarified 155 pilot tasks, among which the game's "going overseas" business was mentioned in key areas. The document mentioned that the country will make every effort to promote the upgrading of the game's overseas strategy, focusing on cultivating the entire internationalization of the game's entire industrial chain covering core links such as IP incubation, content research and development, global distribution and overseas localized operations.

Guosheng Securities said that the continuous release of positive policies for gaming not only demonstrates the country's strategic attention to the game industry, but also indicates the accelerated upgrade of China's journey to globalization of games.