辅助生殖概念持续走强，汉商集团、福元医药、利德曼涨停，共同药业、达嘉维康、思创医惠、博拓生 物、贝瑞基因、麦迪科技等跟涨。 ...

Market Performance - On the last trading day of July, all three major A-share indices fell by over 1%, with the Shanghai Composite Index closing below 3600 points at 3573.21, down 1.18% [1] - The Shenzhen Component Index dropped 1.73% to 11009.77, while the ChiNext Index decreased by 1.66% to 2328.31 [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.96 trillion yuan [1] Sector Performance - The sectors that saw gains included liquid cooling IDC, assisted reproduction, Google, biopharmaceuticals, chemical pharmaceuticals, and computers [1] - Conversely, sectors that experienced declines included aquaculture, PTA, iron ore, energy metals, steel, and minor metals [1] Notable Stocks - The AI sector showed strong fluctuations, with Yidian Tianxia (301171) hitting the 20% daily limit up [1] - The liquid cooling server sector performed well, with Sihua New Materials (301489) also reaching the 20% limit up, alongside Yingweike (002837) and Chunz中科技 (603516) [1] - The assisted reproduction sector continued to strengthen, with Gongtong Pharmaceutical (300966) and Anke Biotechnology (300009) both hitting the 20% limit up, while Hanshang Group (600774) also reached the limit [1] - The steel sector faced adjustments, with Baogang Co. (600010) dropping over 8% [1] - The coal sector declined across the board, with Antai Group (600408) falling over 7% [1] Market Outlook - According to Jifeng Investment Advisory, the A-share market is expected to continue a structural trend in August, supported by the intensive disclosure of mid-term performance and ongoing policy efforts, favoring industries with high earnings certainty [1] - Dongfang Securities noted that the current A-share market is in a sustained upward trend with ample trading volume, attracting new capital, and maintaining a cautiously optimistic sentiment without immediate risk of reversal [2]

Core Viewpoint - The assisted reproduction sector has shown a positive performance with a 1.72% increase, ranking third among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Sector Performance - As of July 31, the assisted reproduction concept increased by 1.72%, with 34 stocks rising, including Anke Bio and Gongtong Pharmaceutical, which both hit the 20% limit up [1]. - Notable gainers in the sector included Guangshengtang, Xinghao Pharmaceutical, and Hanyu Pharmaceutical, with increases of 18.04%, 8.03%, and 7.02% respectively [1]. - Conversely, stocks such as Jiabiyou, Changchun High-tech, and Zhejiang Medicine experienced declines of 3.70%, 3.02%, and 2.99% respectively [1]. Group 2: Capital Flow - The assisted reproduction sector saw a net inflow of 0.18 billion yuan, with 30 stocks receiving net inflows from major funds [2]. - Anke Bio led the sector with a net inflow of 4.09 billion yuan, followed by Zhongsheng Pharmaceutical and Hanshang Group with net inflows of 2.04 billion yuan and 1.44 billion yuan respectively [2]. - The top three stocks by net inflow ratio were Hanshang Group at 53.93%, Lideman at 35.62%, and Gongtong Pharmaceutical at 23.90% [3].

截至收盘，上证指数报收3573.21点，下跌1.18%；深证成指收于11009.77点，下跌1.73%；创业板指下 跌1.66%；科创50指数下跌1.01%。 | 002940 | 昂利康 | 57.20 | 11.32 | 67.85 | 3880.99 | 医药生物 | | --- | --- | --- | --- | --- | --- | --- | | 600828 | 茂业商业 | 4.66 | 5.07 | 813.93 | 3792.90 | 商贸零售 | | 600774 | 汉商集团 | 11.33 | 8.01 | 322.68 | 3655.95 | 医药生物 | | 002799 | 环球印务 | 9.24 | 9.38 | 352.96 | 3261.36 | 轻工制造 | | 603516 | 淳中科技 | 60.48 | 11.90 | 52.57 | 3179.43 | 计算机 | | 001318 | 阳光乳业 | 18.14 | 18.45 | 158.69 | 2878.64 | 食品饮料 | | 603273 | 天元智能 | 21.09 | 38.88 | 122 ...

7月31日，医疗美容概念上涨0.43%，今日主力资金流入2.44亿元，概念股24只上涨，46只下跌。 主力资金净流入居前的分别为安科生物（4.03亿元）、常山药业（2.5亿元）、汉商集团（1.1亿元）、 乐普医疗（6230.96万元）、振东制药（4677.6万元）。 序号代码名称最新价涨跌幅主力净流入主力净占比1300009安科生物12.1120.024.03亿元10.5%2300255常 山药业42.33.172.50亿元9.44%3600774汉商集团11.3310.01.10亿元40.97%4300003乐普医疗 15.560.846230.96万元5.49%5300158振东制药8.6216.644677.60万元2.15%6300238冠昊生物 17.41.163491.91万元8.34%7300753爱朋医疗31.397.283162.54万元5.27%8000725京东方Ａ4.04- 0.982808.99万元1.6%9000935四川双马19.550.572758.18万元9.8%10300244迪安诊断16.11.582710.14万元 4.4% 来源：金融界 ...

来源：金融界 汉商集团最新一期业绩显示，截至2025一季报，公司营业总收入2.57亿元、同比减少23.51%，归属净利 润276.14万元，同比减少78.21%，扣非净利润365.00万元，同比减少131.63%，流动比率0.455、速动比 率0.295、资产负债率49.95%。 天眼查商业履历信息显示，汉商集团股份有限公司，成立于1990年，位于武汉市，是一家以从事零售业 为主的企业。企业注册资本29503.2402万人民币，实缴资本18761.5879万人民币。公司法定代表人为阎 志。 通过天眼查大数据分析，汉商集团股份有限公司共对外投资了33家企业，参与招投标项目36次，知识产 权方面有商标信息33条，此外企业还拥有行政许可27个。 金融界消息 截至2025年7月31日收盘，汉商集团（600774）报收于11.33元，上涨10.0%，换手率 8.01%，成交量23.61万手，成交金额2.68亿元。 资金流向方面，今日主力资金净流入1.10亿元，占比成交额40.97%。其中，超大单净流入1.32亿元、占 成交额49.17%，大单净流出2194.72万元、占成交额8.2%，中单净流出流出5404.55万元、 ...

Market Overview - A-shares experienced a mixed performance with over 3,400 stocks in the red and a half-day trading volume of 1.1 trillion, an increase of 56.19 billion compared to the previous trading day [1] - The Shanghai Composite Index fell by 0.68%, the Shenzhen Component Index decreased by 0.45%, while the ChiNext Index rose by 0.43% [1] - Open-source Securities maintains an optimistic long-term outlook for the market despite existing divergences, describing the current market as a "slowly rising oscillating market" [1] Sector Performance AI Hardware Stocks - AI hardware stocks collectively surged, with Zhongji Xuchuang and Xinyi Sheng reaching new historical highs, and companies like Lian Te Technology, Tianfu Communication, and Taicheng Guang also seeing gains [1][3] - Meta's second-quarter revenue was reported at $47.52 billion, a 22% year-over-year increase, exceeding expectations, which positively impacted the market [3] Liquid Cooling Server Sector - The liquid cooling server sector saw a rise, with Yingwei Ke achieving a two-day consecutive limit-up, and companies like Ice Wheel Environment and Chuanhuan Technology hitting the limit-up as well [1][4] - A report from Tianfeng Securities indicates that the value of the Socket solution is expected to increase from 600,000 to over 700,000, with significant changes in the usage of cold plates and quick connectors [4] Assisted Reproductive Technology - The assisted reproductive sector continued its strong performance, with Yangguang Dairy and Anzheng Fashion achieving three consecutive limit-ups, and companies like Gongtong Pharmaceutical and Hanshang Group hitting the limit-up [1][2] - The Beijing government announced measures to enhance reproductive support policies, including adjustments to medical insurance coverage for assisted reproductive technologies [2] Institutional Insights Industry Rotation - GF Securities highlights that the current focus should be on the Sci-Tech Innovation Board, noting that cyclical and financial sectors often act as engines for market initiation [5] - Recent months have seen strong performance from previously underperforming cyclical sectors such as steel, construction materials, and real estate, driven by themes like water station construction and urban renewal [5] Low-Valuation Assets - Guojin Securities suggests that despite the market nearing previous highs, there are still "low-valuation assets" worth exploring, as the current valuation expansion is not overly aggressive compared to fundamental recovery [6][7] - The ongoing domestic policies aim to support demand while promoting supply-side reforms, with expectations of improved return on equity (ROE) due to easing tariffs and the commencement of investment cycles [7] Market Sentiment - Dongfang Securities notes that the current A-share market is in a phase of sustained oscillation and upward movement, with ample trading volume attracting new capital [8] - The sentiment remains cautiously optimistic, with no immediate risk of market reversal, and the Shanghai Composite Index is expected to consolidate around the 3,600-point level before potentially expanding upward [8]

Group 1 - The core viewpoint of the news is the strong performance of reproductive health-related stocks in both the Hong Kong and A-share markets, driven by new government policies aimed at enhancing reproductive health services [1] - The Beijing Municipal Government has issued a notice to improve the reproductive support policy system, which includes optimizing maternal and child healthcare resources and enhancing reproductive health technology [1] - Specific measures include the inclusion of suitable assisted reproductive technology projects in medical insurance coverage and the establishment of "birth-friendly" hospitals to improve the childbirth experience [1] Group 2 - Notable stock performances include: - Tonghua Pharmaceutical (共同药业) with a 19.99% increase and a market cap of 2.837 billion [2] - Lide Man (利德曼) rising by 19.93% with a market cap of 3.830 billion [2] - Anke Biotechnology (安科生物) increasing by 18.14% with a market cap of 19.9 billion [2] - Other companies such as Han Commercial Group (汉商集团) and Luoxin Pharmaceutical (罗欣药业) also saw significant gains, with both reaching the 10% limit up [1][2] - The overall trend indicates a positive market sentiment towards companies involved in reproductive health, with many stocks showing substantial year-to-date increases [2]

消息面上，近日，中共中央办公厅、国务院办公厅印发了《育儿补贴制度实施方案》。多部门有关负责 人7月30日在国新办举行的新闻发布会上介绍，2022年1月1日以后出生的符合条件的婴幼儿都可以领取 育儿补贴。按照工作计划，各地将在8月下旬陆续开放育儿补贴申领，8月31日前各地全面开放育儿补贴 的申领。据悉，中央财政将设立共同财政事权转移支付项目"育儿补贴补助资金"，今年初步安排预算 900亿元左右。 国家卫生健康委副主任郭燕红介绍，育儿补贴是新中国成立以来首次大范围、普惠式、直接性向群众发 放的民生保障现金补贴，是一项惠民利民的重大举措。育儿补贴不分城乡、民族、区域，也不分一孩、 二孩或者三孩，实现三孩生育政策下家庭支持的全面覆盖，确保符合条件的婴幼儿能够平等享受补贴的 待遇。 辅助生殖概念31日盘中走势活跃，截至发稿，共同药业（300966）、利德曼（300289）20%涨停，广生 堂（300436）涨超15%，安科生物（300009）涨近14%，汉商集团（600774）亦涨停。 万联证券指出，短期来看，育儿补贴的发放有助于直接刺激母婴相关的消费，建议关注婴童护理、乳制 品、玩具、童装等行业；长期来看，生育补贴和 ...

A股辅助生殖板块持续走强，福元医药盘中创历史新高，共同药业、汉商集团、利德曼涨停，安科生物 涨超15%，广生堂涨超10%，新光药业、达嘉维康、贝因美、星昊医药、贝瑞基因跟涨。 ...