7月30日，沪深两市全天成交额合计18442.8亿元，较上一日增量411.1亿元。其中，沪市成交额为 8196.28亿元（上一交易日为7936.06亿元），成交量为6.37亿手（上一交易日为6.11亿手）；深市成交额 为10246.52亿元（上一交易日为10095.64亿元），成交量为7.14亿手（上一交易日为6.88亿手）。北方稀 土成交额居首，为137.24亿元。其次是宁德时代、新易盛、包钢股份、东方财富，成交额分别为117.13 亿元、107.37亿元、101.91亿元、95.49亿元。 沪深两市今日成交额合计18442.8亿元，北方稀土成交额居首 ...

本报记者 丁蓉 小金属价格上涨与供需两端共振密切相关。 年初至今，钨、钴、稀土价格纷纷上涨。Wind数据显示，截至7月29日，钴报价263000元/吨，相比2024 年末的170000元/吨，涨幅为54.71%；钨精矿报价192500元/吨，相比2024年末的142500元/吨，涨幅为 35.09%。截至7月29日，中国稀土行业协会公布的稀土价格指数报202.70，相比2024年末的163.80，涨 幅为23.75%。 在市场回暖背景下，小金属行业相关上市公司业绩显著提升。截至目前，中国北方稀土（集团）高科技 股份有限公司（以下简称"北方稀土"）、广晟有色金属股份有限公司（以下简称"广晟有色"）、浙江华 友钴业股份有限公司（以下简称"华友钴业"）、广东翔鹭钨业股份有限公司（以下简称"翔鹭钨业"）等 上市公司上半年"成绩单"均颇为亮眼。 苏商银行特约研究员付一夫在接受《证券日报》记者采访时表示："供给方面，小金属普遍存在资源储 量有限、开采难度大等特点，短期内难以快速扩大产能；需求方面，新能源车、风电、半导体等新兴产 业快速发展，带动了对钨、钴、稀土等关键材料的需求激增，这种供需错配导致价格持续上涨。此外， 受 ...

盘面上热点较为杂乱，个股跌多涨少，全市场超3100只个股下跌。 从板块来看，医药股持续活跃，辰欣药业等多股涨停； 市场早盘震荡分化，三大指数涨跌不一，沪指盘中再创年内新高。南财金融终端显示，截至早盘收盘， 沪指涨0.08%，深成指跌0.06%，创业板指涨0.71%。 影视股再度走强，幸福蓝海20CM3连板； 超级水电概念股一度冲高，西宁特钢7天6板。 | 沪深A股 | 上证A股 | 深证A股 | 创业板 | 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 名称 | | 涨幅 | 最新价 | 湖 | , 深速 | Cricket 盘比 | 禁止家 | 無縁 | 成交额 ▼ | | 1 300502 | | 新易盛 | R | -1.68% | 190.15 | 43,24 | -0.12% | 0.72 | 6.27% | 3.42% | 73.91亿 | | 2 600010 | | 包開設份 | R | 46,79% | 2.83 | +0. ...

本文源自：金融界 作者：金股通 截至7月30日开盘一小时，主力资金流出前20的股票分别为：中银证券（-7.00亿元）、恒生电子（-6.77 亿元）、宁德时代（-5.15亿元）、上海电气（-4.92亿元）、恒宝股份（-4.64亿元）、北方稀土（-4.53 亿元）、四方精创（-4.37亿元）、西藏天路（-4.07亿元）、盛和资源（-4.01亿元）、建设工业（-3.84 亿元）、山河智能（-3.18亿元）、中钨高新（-3.15亿元）、中油资本（-2.94亿元）、比亚迪（-2.80亿 元）、云南锗业（-2.57亿元）、天孚通信（-2.52亿元）、东芯股份（-2.48亿元）、中航沈飞（-2.43亿 元）、中大力德（-2.42亿元）、内蒙一机（-2.11亿元）。 ...

Market Overview - A-shares have seen a significant increase in activity, with the Shanghai Composite Index surpassing 3600 points and reaching a new high, while the ChiNext Index broke through 2400 points, entering a technical bull market [1] Hot Stocks - The top ten hot stocks in A-shares include Xizang Tianlu, Shanhe Intelligent, Hengsheng Electronics, WuXi AppTec, Baogang Co., Asia-Pacific Pharmaceutical, China Power Construction, Xining Special Steel, Zhongyin Securities, and Northern Rare Earth [2] Industry Trends - The Yarlung Tsangpo River downstream hydropower project concept has resurfaced, with Xizang Tianlu, Shanhe Intelligent, and China Power Construction being the leading stocks. Xizang Tianlu holds over 60% market share in the cement sector, benefiting from geographical advantages [3] - The national-level strategic project, with a total investment of 1.2 trillion yuan, is expected to require over 40 million tons of cement and an annual infrastructure investment of 80 billion yuan, stimulating demand across the construction materials, engineering machinery, and hydropower sectors [3] Company Performance - Northern Rare Earth and Baogang Co. confirmed their successful bids for the Yarlung Tsangpo hydropower project's rare earth alloy steel project, with Northern Rare Earth's net profit surging 18 to 20 times year-on-year, driven by rising prices and volumes of rare earth products [3] - Baogang Co. raised its third-quarter rare earth concentrate transaction prices by 14.14%, enhancing performance growth expectations [3] - Hengsheng Electronics saw a surge in interest following Hong Kong's implementation of a regulatory framework for stablecoin issuers, alongside news of Ant Group applying for a stablecoin license, leading to strong market expectations for potential collaboration [3] Financial Results - WuXi AppTec reported a record high revenue of 20.8 billion yuan and a net profit of 8.56 billion yuan for the first half of the year. The easing of geopolitical risks and supportive policies for innovative drugs have contributed to this performance [4] - Asia-Pacific Pharmaceutical's mid-year performance is expected to increase over 17 times, primarily due to non-recurring income from the sale of a subsidiary, along with advantages from its product line [4] - WuXi AppTec plans to raise its share repurchase price limit from 90.72 yuan to 114.15 yuan, which has positively impacted market sentiment [4]

中邮证券有限责任公司研报显示，供需失衡催化小金属牛市，钨、钴、稀土价格有望继续上涨。钴价方面，金九银十旺季 备货将带动存量库存去库，继续看好钴价下半年上涨行情。钨价方面，钨价稳步上涨，短期有望突破20万元/吨。稀土方面， 目前轻稀土呈现供需边际改善状态，叠加远期人形机器人需求带动，突破前期高点可期。 "展望下半年，预计小金属牛市有望延续。一方面，新能源、军工、人形机器人等终端需求保持强劲增长，预计钨、钴、 稀土价格仍有上涨空间；另一方面，供给端受政策影响，资源品供给收紧预期升温。这些因素都会给以上品类小金属价格提供 有力支撑。"付一夫表示。 上半年"成绩单"亮眼 供需错配推动价格上涨 小金属价格上涨与供需两端共振密切相关。 苏商银行特约研究员付一夫在接受《证券日报》记者采访时表示："供给方面，小金属普遍存在资源储量有限、开采难度 大等特点，短期内难以快速扩大产能；需求方面，新能源车、风电、半导体等新兴产业快速发展，带动了对钨、钴、稀土等关 键材料的需求激增，这种供需错配导致价格持续上涨。此外，受政策与地缘政治因素影响，国内对部分小金属实施出口管制， 这也在一定程度上推升了小金属的涨价。" 陕西巨丰投资资讯有限 ...

Group 1 - Companies such as Midea, JD.com, Tencent, and SenseTime are showcasing their developments in embodied intelligence and humanoid robots, indicating a need for further enhancement of AI hardware and software [1] - The upgrade of AI hardware is driving high demand for high-end PCBs, with analysis suggesting that only a few global manufacturers possess stable mass production capabilities, leading to a short-term inability to meet demand due to technical barriers [2] - A seminar on the standardization of large model integrated machines is imminent, with institutions stating that the demand for large model integrated machines in China is set to explode, potentially opening up a market worth hundreds of billions [3] Group 2 - Meta is developing two third-generation smart glasses in collaboration with Ray-Ban, with reports indicating that these products may be released ahead of schedule in September [4] - Saiwei Electronics has seen the National Integrated Circuit Fund reduce its stake in the company by 1.06% [5] - Southern Road Machinery has maintained its focus on the engineering mixing field, with no changes to its main business despite experiencing a seven-day stock surge [6] - Fangbang Co., Ltd. reported that sales revenue from its copper-strippable products accounted for less than 0.3% of its main business income in the first half of the year [7] - Tibet Tourism has confirmed that it has not engaged in business cooperation with entities related to the downstream hydropower project of the Yarlung Tsangpo River [8] - Baotou Steel has been confirmed as the winning bidder for the Yarlung Tsangpo rare earth alloy steel project [9] - Liyuan Technology's actual controller, Shen Wanzhong, has been sentenced to one year in prison for the crime of illegally disclosing important information [10] - WuXi AppTec plans to adjust the upper limit for its share repurchase price to no more than 114.15 yuan per share [11]

有色金属行业资金流入榜 沪指7月29日上涨0.33%，申万所属行业中，今日上涨的有16个，涨幅居前的行业为通信、钢铁，涨幅 分别为3.29%、2.59%。跌幅居前的行业为农林牧渔、银行，跌幅分别为1.36%、1.19%。有色金属行业 今日下跌0.27%。 资金面上看，两市主力资金全天净流出356.37亿元，今日有4个行业主力资金净流入，医药生物行业主 力资金净流入规模居首，该行业今日上涨2.06%，全天净流入资金29.96亿元，其次是钢铁行业，日涨幅 为2.59%，净流入资金为4.19亿元。 主力资金净流出的行业有27个，有色金属行业主力资金净流出规模居首，全天净流出资金44.34亿元， 其次是机械设备行业，净流出资金为37.92亿元，净流出资金较多的还有计算机、基础化工、非银金融 等行业。 有色金属行业今日下跌0.27%，全天主力资金净流出44.34亿元，该行业所属的个股共137只，今日上涨 的有51只，涨停的有1只；下跌的有85只。以资金流向数据进行统计，该行业资金净流入的个股有29 只，其中，净流入资金超3000万元的有7只，净流入资金居首的是云南锗业，今日净流入资金6.29亿 元，紧随其后的是鑫科材料 ...

（原标题：主力动向：7月29日特大单净流出195.93亿元） 两市全天特大单净流出195.93亿元，其中25股特大单净流入超2亿元，新易盛特大单净流入9.22亿元，特大单净流入资金居首。 沪指今日收盘上涨0.33%。资金面上看，沪深两市全天特大单净流出195.93亿元，共计1658股特大单净流入，3155股特大单净流出。 | 代码 | 简称 | 收盘价 | 涨跌幅 | 特大单净流入 | 行业 | | --- | --- | --- | --- | --- | --- | | | | （元） | （%） | （亿元） | | | 300502 新易盛 | | 193.39 8.77 | | 9.22 | 通信 | | 600570 恒生电子 | | 37.82 10.01 | | 9.10 | 计算机 | | 601727 上海电气 | | 8.29 | 5.61 | 7.94 | 电力设备 | | 002428 云南锗业 | | 24.99 | 9.99 | 5.65 | 有色金属 | | 601162 天风证券 | | 5.18 | 4.02 | 5.62 | 非银金融 | | 300750 宁德时代 | ...

Investment Rating - The industry investment rating is maintained at "Overweight" [6][11]. Core Insights - The report highlights a seasonal increase in inventory and slight fluctuations in the prices of base metals, with a focus on the ongoing macroeconomic environment and its impact on supply and demand dynamics [6][11]. - The report suggests that the long-term supply-demand structure is being reshaped, indicating limited downside potential for base metal prices and encouraging investors to seek new entry points, particularly for rigid supply varieties like aluminum and copper [6][11]. Summary by Sections Market Overview - The report notes that the domestic industrial metal prices have shown slight fluctuations, with the non-ferrous metal index outperforming the market. The weekly price changes for LME copper, aluminum, lead, and zinc were 0.0%, -0.3%, 0.4%, and 0.2%, respectively, while SHFE prices were 1.1%, 1.2%, 0.8%, and 2.6% [6][20][21]. Macroeconomic Factors - The report tracks three macroeconomic factors: 1. China's June export value increased by 6% year-on-year, with total exports amounting to $325.2 billion [6][27]. 2. U.S. inflation showed an uptick, with the June CPI rising by 2.7% year-on-year [6][33]. 3. The European economic sentiment index continued to rise, with the Eurozone manufacturing PMI at 49.5 [6][36]. Base Metals Analysis - For electrolytic aluminum, the macro environment remains strong, but market sentiment has cooled, leading to a price retreat. The operating capacity of the electrolytic aluminum industry increased by 10,000 tons, reaching 43.975 million tons, with production at 843,400 tons, a slight increase of 0.02% [6][40][41]. - The report indicates that the aluminum processing sector's operating rate decreased by 0.1%, averaging 58.7% as of July 24, 2025 [6][43]. - In terms of inventory, domestic aluminum ingot inventory rose by 36,000 tons to 577,000 tons, while global inventory increased by 42,300 tons to 1.2921 million tons [6][43][44]. Profitability Metrics - The report states that the immediate profit per ton for the aluminum industry remains above 3,500 yuan, with the current spot aluminum price at 20,800 yuan per ton, reflecting a 0.19% increase [6][43].