Market Performance - The Shanghai Composite Index increased by 3.74% this month, with 220 stocks reaching historical highs [1] - Among the tradable A-shares this month, 3,640 stocks rose, accounting for 67.20%, while 1,744 stocks fell, making up 32.19% [2] Historical Highs - A total of 220 stocks reached historical highs this month, with 102 from the main board, 56 from the ChiNext, 34 from the Sci-Tech Innovation Board, and 28 from the Beijing Stock Exchange [2] - The average increase for stocks that reached historical highs was 30.30%, with the largest increase being 1,083.42% for Shangwei New Materials [2] Sector Analysis - The industries with the most stocks reaching historical highs include pharmaceuticals and biology (32 stocks), electronics (31 stocks), and machinery equipment (30 stocks) [2] - The average closing price for stocks that reached historical highs was 46.81 yuan, with 15 stocks priced over 100 yuan and 59 stocks priced between 50 and 100 yuan [2] Market Capitalization - The average total market capitalization for stocks that reached historical highs was 646.70 billion yuan, with an average circulating market capitalization of 601.57 billion yuan [3] - Major companies with high total market capitalization include Industrial and Commercial Bank of China (20,382.68 billion yuan), Agricultural Bank of China (20,112.39 billion yuan), and Bank of China (13,241.75 billion yuan) [3] Institutional Activity - In the list of stocks reaching historical highs, 72 stocks saw institutional activity, with 37 experiencing net purchases [3] - New Yisheng received the highest net purchase from institutions at 2.749 billion yuan, followed by Industrial Fulian and Zhongji Xuchuang [3]

| 证券代码：600326 | | 证券简称：西藏天路 | | 公告编号：2025-49 号 | | --- | --- | --- | --- | --- | | 转债代码: | 110060 | 转债简称：天路转债 | | | | 债券代码：188478 | | 债券简称：21 天路 | 01 | | 重要内容提示： 一、股票交易异常波动的具体情况 公司股票于 7 月 29 日、7 月 30 日、7 月 31 日连续 3 个交易日内收盘价格涨 幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于股 票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，目前公司生产经营情况正常，内外部经营环境未发生重大变化， 不存在应披露而未披露的重大信息。 （二）重大事项情况 经公司自查并书面询证控股股东西藏建工建材集团有限公司，截至本公告披 露之日，公司、控股股东均不存在涉及公司应披露而未披露的重大信息，包括但 不限于重大资产重组、发行股份、上市公司收购、债务重组、业务重组、资产剥 离、资产注入、股权激励、破产重整、重大业务合作、引进战略投资者等重大事 项。 西藏天路股 ...

西藏建工建材集团有限公 5 N'W - 1 - 1 - 2 - 关于西藏天路股份有限公司股票异常波动情 况询证函的复函 西藏天路股份有限公司 都限公司 - 1 - 你公司《关于西藏天路股份有限公司股票异常波动情况的询证函》 收悉,经核查,现复函如下: 你公司股票7月29日、7月30日、7月31日连续3个交易日区间 再次出现异常波动情况,西藏建工建材集团有限公司作为你公司 控股股东,截至本函回复日,不存在涉及应披露而未披露的重大 信息,包括但不限于重大资产重组、发行股份、上市公司收购、 债务重组、业务重组等重大事项。不存在任何其他操作,且始终 严格遵守证券市场秩序及监管规定。 特此函复。 ...

Market Overview - On the last trading day of July, A-shares saw a collective decline in the three major indices, with the Shanghai Composite Index dropping by 1.18% to 3573 points, the Shenzhen Component Index falling by 1.73%, and the ChiNext Index decreasing by 1.66% [1] - Nearly 4300 stocks in the market experienced declines, with sectors such as steel, coal, and aquaculture showing weakness, while liquid cooling concepts rose against the trend [1] Stock Performance - Notable stocks with significant gains included: - Dongxin Co., Ltd. (688110) surged by 19.99% to 64.76, marking a second consecutive rise [3][8] - Yidian Tianxia (301171) increased by 20.00% to 33.54, with a trading volume of 36.93 billion and a turnover rate of 37.61% [9][22] - Nord Co., Ltd. (600110) rose by 10.02% to 6.26, with a net buy of 4.23 billion [13][22] Trading Dynamics - The top three net buying stocks on the day were: - Nord Co., Ltd. with a net buy of 4.23 billion [13] - Great Wall Military Industry (601606) with a net buy of 3.85 billion [5] - Yidian Tianxia with a net buy of 3.75 billion [9] - Conversely, the top three net selling stocks included: - Asia-Pacific Pharmaceutical (002370) with a net sell of 1.98 billion [6] - Beiyinmei (002570) with a net sell of 1.85 billion [6] - Foci Pharmaceutical (002644) with a net sell of 876.39 million [6] Sector Highlights - The steel and coal sectors faced significant declines, while the liquid cooling sector showed resilience with notable gains [1] - The stock of South Road Machinery (603280) achieved a remarkable 9 consecutive trading days of gains, reflecting strong market interest in water conservancy engineering and AI technology [4] Institutional Activity - Institutional investors showed significant activity, with the highest net buying in Yidian Tianxia, amounting to 1.73 billion [9][22] - The highest net selling by institutions was observed in New Henghui (301678), with a net sell of 716.22 million [8][22] Conclusion - The overall market sentiment was bearish, with significant declines in major indices and a majority of stocks falling. However, specific sectors and stocks demonstrated resilience and growth, indicating potential investment opportunities amidst the broader market challenges [1][4][9]

7月15日公司发布上半年业绩预告，预计实现净利润-1.15亿元至-7700.00万元，同比变动区间 为-70.83%~-14.38%。（数据宝） 上交所公开信息显示，当日该股因日换手率达33.27%上榜，沪股通净卖出1860.20万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交15.67亿元，其中，买入成交额为7.90亿 元，卖出成交额为7.77亿元，合计净买入1297.19万元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为4.51亿 元，卖出金额为4.69亿元，合计净卖出1860.20万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均涨4.57%，上榜后5日平均涨17.43%。 资金流向方面，今日该股主力资金净流入4801.26万元，其中，特大单净流入1.12亿元，大单资金净流出 6433.99万元。近5日主力资金净流出43.74亿元。 融资融券数据显示，该股最新（7月30日）两融余额为11.47亿元，其中，融资余额为11.44亿元，融券余 额为253.78万元。近5日融资余额合计减少1.08亿元，降幅为8.62%。融券余额合计增加73.12万元 ...

Market Overview - The Shanghai Composite Index rose by 0.17% to close at 3615.72 points, with a daily high of 3636.17 points [1] - The Shenzhen Component Index fell by 0.77% to close at 11203.03 points, reaching a high of 11307.62 points [1] - The ChiNext Index decreased by 1.62%, closing at 2367.68 points, with a peak of 2395.89 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 19784.07 billion yuan, with a financing balance of 19642.55 billion yuan and a securities lending balance of 141.52 billion yuan [2] - The margin trading balance increased by 21.0 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 10111.96 billion yuan, up by 3.91 billion yuan, while the Shenzhen market's balance was 9672.1 billion yuan, increasing by 17.08 billion yuan [2] Fund Issuance - Five new funds were launched yesterday, including: - Changxin CSI 300 Index Quantitative Enhancement C - Southern CSI General Aviation Theme ETF - Changxin CSI 300 Index Quantitative Enhancement A - Ping An CSI All-Index Free Cash Flow ETF Link A - Ping An CSI All-Index Free Cash Flow ETF Link C [4] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - Xinyi Sheng (300502.SZ) with 18.92 billion yuan - Northern Rare Earth (600111.SH) with 17.93 billion yuan - Dongfang Fortune (300059.SZ) with 16.97 billion yuan [3] Top Net Buying Stocks on the Dragon and Tiger List - The top ten net buying stocks on the Dragon and Tiger list included: - Yingweike (002837.SZ) with a net buying amount of 573.86 million yuan - Baogang Co. (600010.SH) with 373.76 million yuan - Tibet Tianlu (600326.SH) with 217.90 million yuan [6]

Company Overview - Xizang Tianlu Co., Ltd. primarily engages in engineering contracting, production and sales of cement and cement products, production and sales of asphalt and asphalt products, and processing and sales of mineral products [1][2] - The company's main revenue source is from the production and sales of cement and cement products, with controlling stakes in two cement companies and minority stakes in two others [1] Financial Performance - In 2024, Xizang Tianlu reported a revenue of 3.138 billion yuan, a year-on-year decline of 23.4%, and a net loss attributable to shareholders of 104 million yuan, although this represented a significant reduction in losses [2] - For the first half of 2025, the company anticipates a continued net loss of between 77 million to 115 million yuan, indicating a year-on-year increase in losses ranging from 14.38% to 70.83% [2] Market Conditions - The cement industry is facing pressure due to a continuous decline in downstream real estate demand and weak infrastructure demand, impacting the operational performance of listed companies in the sector [2] - Among 17 A-share listed cement companies, 6 reported losses in the first half of the year, with some experiencing both initial losses and increased losses [2] Policy Environment - On July 1, the China Cement Association issued guidelines to promote "anti-involution" and "stable growth" for high-quality development in the cement industry, emphasizing the importance of capacity control and the alignment of registered and actual production capacities [3] - The industry is expected to accelerate its transition to green and low-carbon practices, with increased application of energy-saving and emission-reduction technologies, and the gradual elimination of outdated capacities [3] Industry Outlook - The industry consolidation is likely to intensify, with larger companies expanding through mergers and acquisitions to increase market concentration [3] - Companies are encouraged to invest in technological innovation and develop new energy-saving and emission-reduction technologies to lower production costs and enhance product quality and value [3]

盘后数据显示，7月30日龙虎榜中，共41只个股出现了机构的身影，21只股票呈现机构净买入，20只股 票呈现机构净卖出。当天机构净买入前三的股票分别是长飞光纤、西藏天路、英维克，净买入金额分别 是1.79亿元、1.26亿元、8437万元。当天机构净卖出前三的股票分别是上纬新材、鹏鼎控股、北方长 龙，净流出金额分别是7.83亿元、1.97亿元、1.15亿元。（第一财经） ...

龙虎榜机构热股 今天机构龙虎榜上榜35只个股，净买入18只，净卖出17只。当日机构买入最多的个股前三位是：长飞光纤（3日1.79亿）、西藏天路（1.26亿）、英维克 （8436万）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 机树 | | --- | --- | --- | --- | | 长飞光纤 601869.55 | +10.00% | 3/1 | +1 | | 3日 | | | | | 西藏天路 600326.SS | +3.95% | 1 / 0 | +1 | | 音维声 002837 57 | 19 990/ | 1/0 | 12/ | 英维克 龙虎榜显示今日1家机构净买入8436万。 据此前字节跳动官方披露，字节跳动中国大陆自建数据中心模块化机房单元项目，将于2025年7月30日开始招标。 根据公司公告，公司已为包括字节跳动在内等用户的大型数据中心提供了大量高效节能的制冷产品及系统。 龙虎榜知名游资 韩建河山 八一钢铁 个股龙虎榜 二、水利 设研院 个股龙虎榜 一、钢铁 7月24日，国家发改委、国家市场监管总局发布关于《中华人民共和国价格法修正草案（征求意见稿）》，完善了低价倾销的认定标 ...

Core Viewpoint - On July 30, the Shanghai Composite Index rose by 0.17%, while the Shenzhen Component Index fell by 0.77%, and the ChiNext Index decreased by 1.62% [1] Group 1: Stock Performance - A total of 51 stocks appeared on the daily trading list, with the highest net inflow of funds being 574 million yuan into Yingweike (002837.SZ) [2][5] - Yingweike's stock price increased by 9.99%, with a turnover rate of 9.37% [2][3] - The stock with the highest net outflow was JianShe Industrial (002265.SZ), which saw a net sell of 860 million yuan, accounting for 16.55% of total trading volume, and closed down by 9.95% [5] Group 2: Institutional and Northbound Fund Activity - Institutions were involved in 32 stocks on the trading list, with a total net sell of 62.93 million yuan, net buying 18 stocks and net selling 14 stocks [6] - The highest net buying by institutions was in Xizang Tianlu (600326.SH), which closed up by 3.95% with a turnover rate of 39.71% [6] - Northbound funds participated in 17 stocks, with a total net buy of 213 million yuan, where the highest net buy was also in Yingweike, amounting to 209 million yuan [9][10] Group 3: Notable Stocks - Other notable stocks with significant net buying included Xizang Tianlu, Caesar Travel, and Dongxin Co., with respective net buying amounts of 125.6 million yuan, 6.04 million yuan, and 5.613 million yuan [14] - Conversely, stocks with significant net selling included Zhongtung High-Tech and Weichai Power, with net selling amounts of 113.06 million yuan and 218.73 million yuan respectively [14]