A股电子化学品板块午后走高，宏和科技封板涨停，天承科技、兴福电子、方邦股份、华特气体、莱特光电等跟涨。

Dongfang Jincheng said upcoming June financial, trade and macro releases should show Q2 GDP around 4.4% and a K-shaped divergence: external demand and new-economy sectors outperform while domestic demand and traditional sectors remain weak. Liquidity stays broadly stable and loose, institutional under-allocation pressure persists, and rigid allocation demand is resilient—supporting bonds despite weak fundamentals. Market focus will shift toward a late-month Politburo meeting; changes in fiscal or monetary policy expectations could trigger episodic bond volatility. Ahead of clearer policy direction, a sustained trend is unlikely, and the bond market is expected to trade slightly firm and choppy this week.

法国总统马克龙：乌克兰已同意购买SAMP-T防空系统。