Core Viewpoint - The article highlights a positive sentiment towards China's economy and real estate market, driven by foreign investment and optimistic economic forecasts from international financial institutions. Group 1: Foreign Investment in Real Estate - Global asset management giant Schroders Capital has partnered with Zhejiang-based Xizi International to launch a private real estate equity investment fund with a total scale of approximately 3 billion yuan, focusing on investment opportunities in core cities of the Yangtze River Delta [1][10] - Other foreign investment firms, such as the American commercial real estate group Hines and Temasek, have also established private funds in China, indicating a growing interest and investment willingness from foreign institutions [11] - The real estate sector is currently at a historical low in valuation, and policies are being implemented to stabilize the market, creating opportunities for foreign capital to enter [12] Group 2: Economic Growth Forecasts - Following the release of China's Q2 economic data, over a dozen foreign financial institutions and international investment banks have raised their growth forecasts for the Chinese economy, with Morgan Stanley and Goldman Sachs among those increasing their GDP growth predictions for 2025 by 0.3 and 0.6 percentage points, respectively [4][5] - The consistent policy support aimed at boosting domestic consumption and stabilizing financial markets has been a key factor in attracting foreign investment and improving economic outlooks [6] Group 3: Manufacturing Sector Strength - Experts from various foreign institutions emphasize the resilience of China's manufacturing sector, which benefits from a complete industrial chain and competitive advantages in cost and quality [8] - The acceleration of high-end, intelligent, and green development in domestic manufacturing is highlighted, with a focus on high-tech and green products such as semiconductors and electric vehicles [9] - China's advancements in high-end manufacturing, particularly in the field of new energy vehicles, are noted as significant achievements in global technology progress [10] Group 4: A-Share Market Trends - The A-share market has shown a recent upward trend, with a slight adjustment noted on July 25, where the Shanghai Composite Index closed down 0.33% [15] - Analysts predict that the market will continue to experience a steady upward trend, driven by moderate economic recovery and increased long-term capital inflows [16] - The "anti-involution" policy is expected to become a sustained investment theme, with a focus on sectors such as semiconductors and internet services [16]

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 资料来源：聚源，中原证券研究所 -7% -1% 5% 11% 17% 23% 29% 35% 2024.07 2024.11 2025.03 2025.07 上证指数 深证成指 | 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,605.73 | 0.65 | | 深证成指 | | 11,193.06 | 1.21 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 4,149.04 | 0.71 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 3,951.22 | 0.85 | | 中证 | 500 | 6,293.60 | 1.56 | | 中证 | 1000 | ...

相关报告 《市场分析：金融医疗行业领涨 A 股震荡上 行》 2025-07-23 《市场分析：资源酿酒行业领涨 A 股小幅上 行》 2025-07-22 《市场分析：证券基建行业领涨 A 股震荡上 行》 2025-07-21 联系人： 李智 分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 证券有色行业领涨 A 股震荡上行 ——市场分析 电话： 0371-65585629 地址： 郑州郑东新区商务外环路10号18楼 地址： 上海浦东新区世纪大道 1788 号 T1 座 22 楼 证券研究报告-市场分析 发布日期：2025 年 07 月 24 日 投资要点： ◼ A 股市场综述 周四（07 月 24 日）A 股市场低开高走、小幅震荡上行，早盘股指低 开后震荡上行，盘中沪指在 3608 点附近遭遇阻力，尾盘股指维持震 荡，盘中证券、有色金属、半导体以及能源金属等行业表现较好； 贵金属、银行、保险以及电力等行业表现较弱，沪指全天基本呈现 小幅震荡上行的运行特征。创业板市场周四震荡上行，创业板成分 指数全天表现强于主板市场。 ◼ 后市研判及投资建议 ...

【导读】中金黄金股价大跌，券商股早盘强势拉升 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 7月24日早盘，A股三大指数开盘涨跌不一，截至发稿，沪指涨0.16%，深成指涨0.37%，创业板指涨0.63%。 7月24日，中金黄金股价一度跌超8%，截至发稿，报14.93元/股，总市值为724亿元。 | 中金黄金(600489) < W | | | | | | --- | --- | --- | --- | --- | | 交易中 07-24 10:15:07 融 通 | | | | | | 14.93 | 额 30.93亿 | 股本 48.47亿 市盈 19.9 | | 万得 | | 换 4.31% | -0.96 -6.04% | 市值1 724亿 市净 2.72 | | 聲■ | | 分时 | 五日 日K | 周K | 月K 更多 © | | | 壹加 17.17 | | | 均价:14.80 | 福 资金 | | | | | 8.06% 卖五 14.99 535 | | | | | | 变叫 | 14.98 1672 | | | | | 工 | 14.97 359 | | | | | I Dal ...

【导读】中金黄金股价大跌，券商股早盘强势拉升 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 消息面上， 7 月 23 日 10 时 20 分许，东北大学 6 名学生在中国黄金集团内蒙古矿业有限 公司乌努格吐山铜钼矿选矿厂参观学习浮选工艺过程中，因格栅板脱落坠入浮选槽。经全力 施救， 6 人被救出后，医护人员确认已溺亡。另有 1 名老师受伤。 7 月 24 日早间，中金黄金发布情况说明公告称，事件发生后，公司领导高度重视，立即启动 应急预案，第一时间前往现场组织处理，及时按相关程序上报当地政府各相关部门。目前各 项处置工作正有序进行。公司对事件不幸遇难者表示沉痛哀悼，对伤者和遇难者家属表示诚 挚慰问，并对此产生的社会影响深表歉意。 从板块来看，券商股异动拉升，海南自贸港、稀土永磁、餐饮旅游等板块涨幅居前，而贵金 属、银行、电力等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 辨别如脏使 5.21% | 稀土永磁 3.81 ...

7月24日早盘，"旗手"券商继续发力，锦龙股份冲击涨停，中银证券涨超4%，国盛金控涨超3%，国信 证券、中国银河涨超2%，中原证券、华泰证券、太平洋等涨幅居前。 | 序号代码 | | 名称 | 两日图 | 现价 | 涨跌 涨跌幅 ▼ | | | --- | --- | --- | --- | --- | --- | --- | | 1 | 000712 | 锦龙股份 | now | 14.85 | | 1.35 10.00% | | 2 | 601696 | 中银证券 | S | 14.39 | 0.57 | 4.12% | | 3 | 002670 | 国盛金控 | NV | 15.93 | 0.55 | 3.58% | | 4 | 002736 | 国信证券 | | 13.45 | 0.37 | 2.83% | | ਦ | 601881 | 中国银河 | W | 17.91 | 0.37 | 2.11% | | 6 | 601375 | 中原证券 | NN | 4.56 | 0.08 | 1.79% | | 7 | 601688 | 华泰证券 | 1 | 19.85 | 0.34 | 1.74% | | ...

A股证券板块震荡走强，锦龙股份封涨停，中银证券涨超5%，国盛金控、国信证券、中原证券跟涨。 ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 资料来源：聚源，中原证券研究所 -7% -1% 4% 10% 16% 22% 28% 34% 2024.07 2024.11 2025.03 2025.07 上证指数 深证成指 | 国内市场表现 | | | | | | --- | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | | 上证指数 | | 3,582.30 | | 0.01 | | 深证成指 | | 11,059.04 | -0.37 | | | 创业板指 | | 2,022.77 | -0.47 | | | 沪深 | 300 | 4,119.77 | | 0.02 | | 上证 | 50 | 2,443.97 | -0.52 | | | 科创 | 50 | 891.46 | | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | | 中证 | 100 | 3,917.87 | | 0.06 | | 中证 | 500 | 6,196 ...

无需港股通，A股账户就能T+0买港股>> 港股券商股震荡拉升，中州证券涨超10%，国联民生（601456）涨超8%，中信证券、中信建投 （601066）证券、国泰君安国际均涨超5%。 ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 资料来源：聚源，中原证券研究所 -10% -4% 1% 7% 13% 18% 24% 30% 2024.07 2024.11 2025.03 2025.07 上证指数 深证成指 | 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,581.86 | 0.62 | | 深证成指 | | 11,099.83 | 0.84 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 4,118.96 | 0.82 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 3,915.63 | 1.10 | | 中证 | 500 | 6,213.41 | 0.85 | | 中证 | 1000 | ...