"10倍股"上纬新材（688585）今天盘中股价再创历史新高，但走势波动较大。该股今天上涨6.19%，今年以来累计涨1169%。 上午，上纬新材一度涨近18%，午后股价缓慢回落，13:42左右，股价突然直线跳水翻绿，后又大幅拉升，一度涨超15%，临近尾盘，股价再度跳水。今 天，上纬新材成交额超21亿元。 算力和创新药板块走强 近期，算力、创新药及其上游的CXO板块持续走强。今天，这两大板块再度大涨。 CRO板块今天领涨，睿智医药、药石科技等个股大涨。两大龙头股药明康德、恒瑞医药分别上涨7.72%、2.84%。 7月29日，A股三大指数全线飘红，创业板指站上2400点。 截至收盘，上证指数上涨0.33%，深证成指上涨0.64%，创业板指上涨1.86%，报2406.59点。全市场成交额约1.83万亿元。 上纬新材巨震 一是各板块的龙头股持续走强，每天都有不少龙头股刷新历史新高。今天，新易盛、中际旭创、生益科技、胜宏科技、仕佳光子、沪电股份、工业富联、 苑东生物、益方生物、芯碁微装、电气风电等个股盘中股价创历史新高。 二是市场更加聚焦大市值和中市值的龙头股。 | | | 874.62 4.00% | | | | - ...

截至收盘，上证指数上涨0.33%，深证成指上涨0.64%，创业板指上涨1.86%，报2406.59点。全市场成交额约1.83万亿元。 上纬新材巨震 "10倍股"上纬新材（688585）今天盘中股价再创历史新高，但走势波动较大。该股今天上涨6.19%，今年以来累计涨1169%。 7月29日，A股三大指数全线飘红，创业板指站上2400点。 上午，上纬新材一度涨近18%，午后股价缓慢回落，13:42左右，股价突然直线跳水翻绿，后又大幅拉升，一度涨超15%，临近尾盘，股价再度跳水。今 天，上纬新材成交额超21亿元。 算力和创新药板块走强 近期，算力、创新药及其上游的CXO板块持续走强。今天，这两大板块再度大涨。 CRO板块今天领涨，睿智医药、药石科技等个股大涨。两大龙头股药明康德、恒瑞医药分别上涨7.72%、2.84%。 | | | 874.62 4.00% | | | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 资金 | 板块分析 | 新闻 | | ●展开分析 | | 最新 | 涨幅 ◆ | 流通市值 | | 睿智医药 | | 13.61 | 20.02% | 67.7 ...

源：Choice金融终端 来源：上海证券报·中国证券网 上证报中国证券网讯 7月29日，沪深两市成交额合计1.8万亿元。其中，沪市成交额7936亿元，深市成交 额1.01万亿元。 | 数据来 | | --- | 个股方面，新易盛成交额居首，为145亿元。其次是中际旭创、恒瑞医药、中国电建，成交额分别为121 亿元、107亿元、106亿元。 ...

从上证民营企业50指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证民营企业50指数持仓样本的行业来看，信息技术占比27.39%、工业占比24.08%、医药卫生占比 15.98%、可选消费占比13.31%、原材料占比8.70%、主要消费占比5.49%、通信服务占比2.77%、公用事 业占比1.29%、能源占比1.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 金融界7月29日消息，上证指数低开高走，上证民营企业50指数 (上证民企，000049)上涨1.12%，报 1692.23点，成交额664.38亿元。 数据统计显示，上证民营企业50指数近一个月上涨6.72%，近三个月上涨7.10%，年至今上涨6.15%。 据了解，上证民营企业50指数选取上海市场规模大、流动性好、具有代表性的 ...

金融界7月29日消息，上证指数低开高走，上证养老产业指数 (上证养老，H50043)报7533.04点。 从指数持仓来看，上证养老产业指数十大权重分别为：博瑞医药（4.66%）、科沃斯（3.2%）、新华保 险（2.96%）、恒瑞医药（2.7%）、中国平安（2.64%）、中国太保（2.62%）、南京商旅（2.58%）、 通策医疗（2.55%）、中国中免（2.54%）、石头科技（2.54%）。 从上证养老产业指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证养老产业指数持仓样本的行业来看，可选消费占比36.84%、医药卫生占比36.08%、主要消费占 比11.40%、金融占比10.76%、通信服务占比4.92%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 数据统计显示，上证养老产业指数近一 ...

老铁们，收盘了！帮主盯着盘面，一边喝茶一边琢磨——今儿这市场，像极了重庆火锅：面上飘着一层红油（医药股涨停潮），底下藏着硬货（PCB、雅江 电站），但捞的时候得小心烫嘴（3000只票泛绿）。沪指磨磨蹭蹭涨0.33%，深成指和创业板倒是给力，尤其创业板直接飙了1.86%，像吃了火箭燃料！可 别光看指数乐呵，个股跌多涨少，近3000家翻绿，说明资金抱团更狠了，没踩对节奏的，容易赚指数亏钱袋。 • 资金共识：主力三天净流入超50亿，药明康德这类CXO龙头也被带飞，机构回补仓位迹象明显。 帮主说透：医药行情不是短炒，是政策+业绩+国际化的三重共振，但别无脑追高，盯着恒瑞、药明这些标杆，回踩5日线才是机会！ 二、科技线暗流涌动：PCB撑起AI"钢筋铁骨" 科技股今天继续秀肌肉，PCB板块成了算力硬件的脊梁：方邦股份、沃格光电秒封板，龙头胜宏科技更猛，大涨17%创历史新高，市值冲破1500亿。背后逻 辑很硬核： • 订单排到2026年：英伟达恢复供货，800G光模块需求爆炸，高端PCB（比如20层超薄板）供不应求； • 华为昇腾添火：世界人工智能大会上，华为首次展出昇腾384超节点，带动中际旭创等CPO概念股跟涨； 一、 ...

Group 1 - The core point of the article is that Heng Rui Pharmaceutical's trading volume reached 10 billion yuan, with a current increase of 3.16% [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) due to expected performance release from the recent BD transaction [5]. Core Views - The report highlights that the company has entered into a collaboration agreement with GlaxoSmithKline (GSK) for the innovative drug HRS-9821, which is expected to enhance the company's revenue potential significantly [7]. - The company is undergoing a transformation towards innovation, with projected revenue and net profit growth rates of 22.63% and 47.28% respectively for 2024, indicating a strong upward trend in performance [7]. - The collaboration with GSK is expected to maximize the overseas value of the PDE3/4 inhibitor and opens up potential for further projects, enhancing the company's research and development capabilities [7]. Financial Forecasts and Valuation - Revenue projections for the company are as follows: - 2023: 22,820 million RMB - 2024: 27,985 million RMB (22.63% YoY growth) - 2025E: 34,074 million RMB (21.76% YoY growth) - 2026E: 40,899 million RMB (20.03% YoY growth) - 2027E: 49,373 million RMB (20.72% YoY growth) [6] - Net profit forecasts are: - 2023: 4,302 million RMB - 2024: 6,337 million RMB (47.28% YoY growth) - 2025E: 9,431 million RMB (48.84% YoY growth) - 2026E: 11,331 million RMB (20.14% YoY growth) - 2027E: 13,693 million RMB (20.85% YoY growth) [6] - The projected earnings per share (EPS) for the upcoming years are: - 2024: 0.95 RMB - 2025E: 1.42 RMB - 2026E: 1.71 RMB - 2027E: 2.06 RMB [6]. Summary of Financial Data - The company's total market capitalization is approximately 411,771.88 million RMB, with a total share capital of 6,637.20 million shares [3]. - The asset-liability ratio stands at 7.30%, indicating a strong financial position [3]. - The net asset value per share is 7.37 RMB, reflecting solid equity backing [3].

Group 1 - Trump has reiterated the need for the Federal Reserve to lower interest rates, currently set between 4.25% and 4.50%, to reduce government borrowing costs [2] - The high-end PCB market is experiencing a supply shortage, with a projected supply-demand gap of 17% next year, prompting Eastcompeace to invest up to $1 billion in a new high-end PCB project [3] - The demand for AI computing power is driving a structural shortage in high-end PCBs, with the value of AI server PCBs significantly higher than traditional servers, leading to a surge in stock prices for companies like Eastcompeace and New Yisheng [5] Group 2 - The Hang Seng Technology Index has seen a decline of 2%, with a technical correction following a new high since 2022 [6] - Southbound capital has been actively purchasing, with approximately HKD 830 billion in inflows, indicating strong market interest [8] - The innovative drug sector is showing strength, with companies like Hengrui Medicine and WuXi AppTec experiencing significant stock price increases due to strong performance and market interest [10][12]

Group 1 - The first domestic pharmaceutical ETF (562050) saw a 2% increase during trading, with core stock Heng Rui Medicine rising over 4% after a previous limit-up, reaching a market capitalization of 430 billion yuan [1] - WuXi AppTec reported a 20.6% increase in revenue to 20.8 billion yuan for the first half of 2025, with net profit soaring 101.9% to 8.56 billion yuan, and raised its full-year revenue guidance to 13%-17% [4] - The pharmaceutical sector is undergoing a transformation from "policy suppression" to "policy empowerment," with reforms in medical insurance payments and accelerated approvals creating a new ecosystem for innovative drug development [5] Group 2 - The industry is shifting from "cost advantages" to "technology output," with companies like Heng Rui and BeiGene embedding Chinese R&D capabilities into the global value chain [6] - The competition is evolving from "single product" to "platform-based," exemplified by WuXi AppTec's integrated CRO+CDMO model, enhancing its role from service provider to technology partner [6] - The largest medical ETF (512170) also experienced a 2.45% increase, reaching a nine-month high, indicating a potential record for consecutive daily gains [1][4]