| 688120 | 华海清 | 5 | 1.08 | 4.02 | 5.15 | | --- | --- | --- | --- | --- | --- | | | 科 | | | | | | 300203 | 聚光科 | 6 | 0.99 | 4.90 | 6.41 | | | 技 | | | | | | 688503 | 聚和材 | 5 | 0.98 | 5.57 | 9.57 | | | 料 | | | | | | 600730 | 中国高 | 5 | 0.95 | 7.96 | 16.52 | | | 科 | | | | | | 300870 | 欧陆通 | 5 | 0.90 | 3.85 | 3.84 | | 600038 | 中直股 | 5 | 0.85 | 4.87 | 1.76 | | | 份 | | | | | | 002637 | 赞宇科 | 5 | 0.84 | 5.61 | 7.78 | | | 技 | | | | | | | 申菱环 | | | | | | 301018 | 境 | 5 | 0.80 | 4.91 | 9.67 | | 000708 | 中信特 | 5 | 0.75 ...

Group 1 - The tourism and scenic spots sector increased by 0.27% compared to the previous trading day, with Tibet Tourism leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] - Tibet Tourism's stock price rose by 10.00% to 23.31, with a trading volume of 39,900 lots and a transaction value of 92.95 million yuan [1] Group 2 - The main funds in the tourism and scenic spots sector experienced a net outflow of 285 million yuan, while retail investors saw a net inflow of 283 million yuan [3] - Speculative funds had a net inflow of 2.35 million yuan [3]

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 market saw a total of 31 stocks hitting the daily limit up, with a success rate of 63% for limit up attempts [1] - Xizang Tourism became a market focus, achieving a consecutive limit up for 7 trading days, making it a representative high-limit stock [1] - Innovative drug concept stocks showed strong performance, with Apac Pharmaceutical achieving 5 limit ups in 10 trading days due to improved earnings expectations from a subsidiary sale [1] Group 2 - The overall market performance indicated a slight decline in the Shanghai Composite Index by 0.08% and Shenzhen Component Index by 0.04%, while the ChiNext Index rose by 0.92% [1] - The total trading volume in the three major markets reached 11,460.26 billion yuan, with 3,901 stocks declining and 1,468 stocks rising [1] - The chemical pharmaceutical sector attracted the highest net inflow of funds at 1.568 billion yuan, followed by the biopharmaceutical sector with 1.245 billion yuan [1] Group 3 - Other stocks that hit the limit up included Xingfu Blue Ocean, Kejingyuan, and Haichang New Materials, with some ChiNext stocks achieving a 20% limit up, indicating strong market enthusiasm for related concepts [2] - Medical research outsourcing institutions (CRO) and contract development manufacturing organizations (CDMO) were among the top-performing sectors, along with FPGA chips and CXO medical outsourcing [2]

证券代码：600749 证券简称：西藏旅游 公告编号：2025-026 号 ? 西藏旅游股份有限公司（以下简称"公司"）股票在 2025 年 7 月 25 日、 易所交易规则》的有关规定，属于股票交易异常波动情形。 ? 公司股票已连续六个交易日（2025 年 7 月 21 日至 7 月 28 日）涨停，股 价剔除大盘和板块整体因素后实际波动幅度较大。公司已分别披露《股票交易异 常波动公告》 （公告编号：2025-022 号）、 《股票交易风险提示公告》 （公告编号： 《股票交易异常波动暨风险提示公告》 西藏旅游股份有限公司 股票交易异常波动暨风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 经自查，公司目前生产经营活动正常，市场环境、行业政策及日常经营情况 均未发生重大变化。2023 年-2024 年，公司营业收入分别为 21,304 万元、21,341 万元，归属于上市公司股东的净利润分别为 1,450 万元、1,669 万元。 （二）重大事项情况 经公司自查，以及向公司控股股东新奥控股投资股份有限公司发函核实： ...

证券代码：600749 证券简称：西藏旅游 公告编号：2025-026 号 西藏旅游股份有限公司 股票交易异常波动暨风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 西藏旅游股份有限公司（以下简称"公司"）股票在 2025 年 7 月 25 日、 7 月 28 日连续两个交易日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。 公司股票已连续六个交易日（2025 年 7 月 21 日至 7 月 28 日）涨停，股 价剔除大盘和板块整体因素后实际波动幅度较大。公司已分别披露《股票交易异 常波动公告》（公告编号：2025-022 号）、《股票交易风险提示公告》（公告编号： 2025-023 号）、《股票交易异常波动暨风险提示公告》（公告编号：2025-024 号）、 《股票交易风险提示公告》（公告编号：2025-025 号）。 公司日常经营情况及外部环境均未发生重大变化，敬请广大投资者注意 二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公 ...

西藏旅游：公司生产经营活动正常 不存在应披露而未披露的重大事项 金十数据7月28日讯，西藏旅游公告称，公司股票在2025年7月25日、7月28日连续两个交易日收盘价格 涨幅偏离值累计超过20%，属于股票交易异常波动情形。公司目前生产经营活动正常，市场环境、行业 政策及日常经营情况均未发生重大变化。经核实，公司及控股股东确认不存在关于公司应披露而未披露 的重大信息或处于筹划阶段的重大事项。 ...

Group 1 - The stock price of Tibet Tourism reached 21.19 CNY per share, with a 10% increase, resulting in a total market value of 4.8 billion CNY, marking an 8-year high [1] - The surge in Tibet Tourism's stock price is linked to the commencement of the Yarlung Zangbo River downstream hydropower project, which has led to a wave of涨停 (limit-up) in related stocks, despite Tibet Tourism not being directly involved in any engineering business [1][2] - From July 21 to July 28, the stock experienced a net inflow of main funds, with significant contributions from large orders, indicating strong buying interest [1] Group 2 - Tibet Tourism issued four risk warning announcements regarding its stock price, indicating potential market overheating and irrational speculation due to the recent price surge [2] - The company anticipates a net profit of approximately 2 million CNY for the first half of 2025, marking a turnaround from losses, although the core business remains under pressure [2] - The sale of 80% of its stake in Jiangxi Xinyi Tourism Development Co., Ltd. for 8.304 million CNY was completed during the reporting period, contributing to the expected profit [2] Group 3 - The Yarlung Zangbo hydropower project is expected to create numerous job opportunities, potentially increasing tourist traffic and local consumption in Tibet [3] - The tourism business is the core revenue driver for Tibet Tourism, with 2024 revenue from tourism attractions projected at 163 million CNY, accounting for 76.5% of total revenue [3] - The company is actively addressing transportation issues caused by major project launches in the Linzhi area, which may impact access to tourist sites [3]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 西藏旅游股份有限公司（以下简称"公司"）股票在 2025 年 7 月 21 日、 7 月 22 日、7 月 23 日、7 月 24 日、7 月 25 日连续五个交易日以涨停价收盘，公 司已于近日连续三次披露股票交易异常波动公告和风险提示公告。 鉴于近日公司股票剔除大盘和板块整体影响后的实际波动幅度较大，敬 请广大投资者注意二级市场交易风险，理性决策，审慎投资。 证券代码：600749 证券简称：西藏旅游 公告编号：2025-025 号 西藏旅游股份有限公司 股票交易风险提示公告 一、公司生产经营情况未发生重大变化 截至本公告日，公司主营业务、生产经营情况以及经营环境与前期披露的信 息相比未发生重大变化，不存在应披露而未披露的信息。 二、二级市场交易风险提示 公司股票在 2025 年 7 月 21 日、7 月 22 日、7 月 23 日、7 月 24 日、7 月 25 日连续五个交易日以涨停价收盘，公司股票剔除大盘和板块整体影响后的实际波 动幅度较大。公司分别于 7 月 23 日披 ...

Group 1: A-Share Market Performance - The A-share market experienced slight adjustments, with the Shanghai Composite Index falling below the 3600-point mark, closing down 0.34% [2] - The brokerage sector, often seen as a market leader, initially surged but later reversed gains, with stocks like Western Securities hitting the daily limit [2] - Individual stocks remained active, with Xining Special Steel achieving a consecutive five-day limit up, reporting a cumulative increase of 46.81% over four trading days [2][3] Group 2: Company Announcements - Xining Special Steel's latest rolling P/B ratio is 2.31, significantly higher than the industry average of 1.01 [3] - Tibet Tourism also reported a static P/E ratio of 238.16 and a P/B ratio of 3.85, with a trading turnover rate of 5.87% [4] - Both companies highlighted the potential for irrational market behavior and rapid price increases, urging investors to exercise caution [4] Group 3: Hong Kong Market Overview - The Hong Kong stock market showed a generally weak performance, with the Hang Seng Index down over 1% [5] - Among the constituents, companies like WuXi Biologics and Nongfu Spring saw gains, while stocks like Kuaishou and New Oriental faced declines [6] Group 4: Futures Market Trends - The domestic futures market saw significant increases across various commodities, including lithium carbonate and glass, with lithium futures rising by 7.94% to 80,480 yuan/ton [9][11] - Glass futures also surged, with prices exceeding 1,300 yuan/ton, marking an increase of over 30% compared to a month ago [10][12] - Other commodities like coking coal and soda ash also experienced substantial price hikes [13]