2025.07. 24 7月24日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 农业银行：600亿元二级资本债券发行完毕 农业银行(601288)公告，公司2025年二级资本债券（第二期）（债券通）于7月24日发行完毕。本 期债券发行总规模600亿元，分为两个品种。其中品种一为10年期固定利率债券，发行规模400亿 元，票面利率为1.92%，在第5年末附有条件的发行人赎回权；品种二为15年期固定利率债券，发行 规模200亿元，票面利率为2.12%，在第10年末附有条件的发行人赎回权。本期债券募集的资金将补 充该行的二级资本。 南京新百：控股股东、实控人因流动性债务危机主要资产被司法冻结 南京新百(600682)发布股票交易异动公告称，公司目前生产经营正常，生产经营未发生重大调整或 变化，不存在影响公司股票交易价格异常波动的重大事项。截至目前，公司控股股东三胞集团有限公 司、实控人袁亚非因流动性债务危机，主要资产被司法冻结。 中金黄金：中国黄金集团内蒙古矿业有限公司已停产 中金黄金(600489)公告，目前中国黄金集团内蒙古矿业有限公司已停产。公司将根据现 ...

证券简称：中国电建 股票代码：601669 公告编号：临2025-048 中国电力建设股份有限公司 股票交易异常波动公告 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。 重要内容提示： 中国电力建设股份有限公司（以下简称"公司"）股票在 7 月 23 日、7 月 24 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。 经公司自查并书面询证公司控股股东，截至本公告披露日，不存在应披 露未披露的重大事项。 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 经公司自查并向公司控股股东电建集团核实，截至本公告披露日，公司、电 建集团均不存在应披露而未披露的重大信息，包括但不限于涉及公司的重大资产 重组、股份发行、收购、债务重组、业务重组、资产剥离、资产注入、股份回购、 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。 公司股票在 2025 年 7 月 23 日、7 月 24 日连续两个交易日收盘价格涨幅偏 离值累 ...

中国电建(601669.SH)发布异动公告，公司关注到近期市场对 雅鲁藏布江下游水电工程相关报道关注度 较高。公司为该项目参研参试参建单位，但鉴于该项目建设周期较长、目前处于开工初期，对公司未来 业绩影响具有不确定性，敬请广大投资者理性投资，注意风险。 ...

Core Viewpoint - The article discusses the recent developments in the A-share market, highlighting the impact of government policies and market reactions, particularly focusing on the concept of "anti-involution" in various sectors. Group 1: Market Developments - The State Council announced that the Hainan Free Trade Port will officially start operations on December 18, 2025, with the range of zero-tariff imports expanding to approximately 6,600 tax items, an increase of nearly 53 percentage points compared to before the closure [1]. - The A-share market saw all three major indices reach new highs for the year, with the Shanghai Composite Index rising by 0.65%, the Shenzhen Component Index by 1.21%, and the ChiNext Index by 1.5% [3]. - The total trading volume in the Shanghai and Shenzhen markets was 18,741.84 billion, a decrease of 245.12 billion from the previous trading day, with over 4,300 stocks rising [3]. Group 2: Sector Performance - The Hainan Free Trade Zone and duty-free shop sectors experienced significant growth, with stocks like Hainan Development and China Duty Free Group hitting the daily limit [3]. - The energy metal sector, particularly lithium mining, saw a surge, with companies like Tianqi Lithium and Shengxin Lithium Energy reaching their daily limits [3]. - The healthcare sector is undergoing reforms in centralized procurement, with new rules optimizing price difference calculations and requiring the lowest bidders to justify their pricing [1]. Group 3: Investment Trends - The article notes that the market's pessimistic expectations for the economy in the second half of the year may gradually dissipate, leading to positive feedback in market confidence and expectations [2]. - The "anti-involution" theme is emphasized, with the government taking steps to regulate pricing behaviors and competition in various industries [1][2]. - The article highlights that the recent price movements in futures markets indicate strong bullish sentiment, particularly in commodities like coke and polysilicon, but also warns of potential risks of price corrections [8].

文 | 中关村储能产业技术联盟 河北能源工程设计有限公司 投标报价：7 7 6 5 8 9 8 3 7 . 3 5元 投标单价：0 . 9 7元/Wh 第二中标候选人： 中国电建集团河南省电力勘测设计院有限公司 投标报价：7 9 5 0 0 1 6 9 9 . 9 5元 投标单价：0 . 9 9元/Wh 第三中标候选人： 7月2 3日，河北鸿布能源技术有限公司200MW/ 800MWh独立储能电站项目EPC总承包中 标候选人公示。 第一中标候选人： 中国电建集团河北省电力勘测设计研究院有限公司与中铁电气化局集团北京电气化工程有 限公司联合体 投标报价：8 0 0 0 1 4 3 5 4 . 6 9元 投标单价：1 . 0 0元/Wh 招标 范 围： 河北 鸿 布 能 源 技 术有限 公司200MW/ 800MWh 独 立 储 能 电 站 项 目全 部 勘 察 设 计、采购和施工总承包，包括：勘察、初步设计、施工图设计、竣工图、征租地工作（含 地 上 附 着 物 ） 、 施 工 、 设 备 材 料 供 货 、 安 装 工 程 、 调 试 和 性 能 保 证 ( 设 备 调 试 、 设 备 监 造、设备培训、性能 ...

Core Insights - The article discusses the comprehensive development of the Yarlung Tsangpo River downstream hydropower project, led by China Yajiang Group, with a total investment of 1.2 trillion yuan and a planned capacity of 60 million kilowatts, aiming for an annual power generation of 300 billion kilowatt-hours [1][6]. Upstream Industry - The upstream high-end equipment manufacturing sector exhibits a multi-dimensional competitive landscape, with Dongfang Electric holding a 45% market share in the turbine sector, expected to capture over 40% of the turbine and auxiliary equipment value for the Yajiang project, translating to an order size exceeding 28 billion yuan [3][5]. - In the tunnel boring machine (TBM) sector, China Railway Construction occupies a dominant position with a 50% market share, anticipated to secure orders for 25 hard rock TBMs, accounting for 45%-68% of the total orders, with a median value of 3.675 billion yuan [3][5]. - The peak delivery period for high-end equipment is projected between 2028 and 2035, which will have a long-term stimulating effect on the industry chain [3][5]. Midstream Industry - The design and construction of hydropower projects face significant technical barriers and high industry concentration, with the Yajiang project expected to generate design contracts worth 24 billion yuan, based on a 2% design fee of the total investment [6][9]. - China Power Construction, as a leading player in global hydropower engineering, is expected to undertake over 50% of the main engineering volume for the Yajiang project, leveraging its expertise in complex geological engineering [8][9]. Downstream Industry - The Yajiang Group's electricity transmission primarily relies on "Tibetan electricity transmission," with over 70% of power sent out through ±1100 kV UHVDC technology, which allows for efficient long-distance transmission with losses below 10% [11][12]. - The investment in supporting transmission projects is estimated to exceed 240 billion yuan, contributing to a significant market opportunity in the UHV sector [12][14]. Supporting Services - The ecological restoration aspect of the Yajiang Group's operations focuses on smart monitoring technologies and ecological benefit transformation mechanisms, establishing a comprehensive ecological monitoring network [15][16]. - The fish species enhancement project has successfully bred rare fish species, contributing to biodiversity and receiving international recognition for its ecological restoration model [16][17].

当天， 碳酸锂板块期股联袂大涨。 在期货市场上，碳酸锂期货主力合约日内触及涨停，报 77240元/吨，涨幅8%。 锂矿股集体拉升，西藏矿业、永杉锂业直线涨停， 天齐锂业A股也罕 见涨停，这是该股今年以来的首次涨停。 消息面上，据证券时报e公司，此前，宜春市自然资 源局下发通知，要求当地几家涉锂矿山企业编制储量核实报告，并在9月30日前完成报告编 制。有业内人士认为，宜春打响了锂行业"反内卷"的第一枪。 此外，生物疫苗概念股午后拉升，智飞生物20cm涨停，沃森生物涨超14%，康泰生物、三生 国健等个股跟涨。 7月24日，市场全天震荡走高， 三大指数均再创年内新高，沪指收盘站上3600点 。截至收 盘，沪指涨0.65%，深成指涨1.21%，创业板指涨1.5%。 沪深两市全天成交额1.84万亿，较上个交易日缩量199亿。 全市场超4300只个股上涨。 从板块来看，海南自贸区概念股集体爆发，海南机场等20余股涨停。稀土永磁概念股再度大 涨，广晟有色涨停。超级水电概念股探底回升，中国电建等多股涨停。 | | 稀有金属精选 | | 海航系 | 稀土 | | | --- | --- | --- | --- | --- | ...

Group 1 - The main capital inflow is observed in the non-ferrous metals, non-bank financials, and securities sectors, with a net inflow exceeding 6 billion yuan in the non-ferrous metals sector [1] - Baotou Steel shares hit the daily limit, with a net capital inflow of 1.512 billion yuan, leading the market [1] - Major net outflows were noted in the machinery, construction, and basic chemicals sectors, with China Power Construction facing a net sell-off exceeding 2.6 billion yuan [1] Group 2 - Northern Rare Earth, Dongfang Wealth, and Tianqi Lithium also saw significant net capital inflows [1] - High Energy Mining, China Energy Construction, and China Railway Construction experienced the largest net capital outflows [1]

今天上午，A股多点开花，再度冲击3600点。几只大市值的行业龙头股涨停，对盘面起到提振作用。 中国中免上午涨停。 今天上午，海南板块大涨，提振免税店板块投资情绪，龙头股中国中免持续放量 拉升，进一步吸引市场关注免税店板块。同时，免税店板块大涨，带动大消费反弹，旅游酒店、影视院 线、零售等板块上涨。 首先是中国电建（601669）。 9:38左右，中国电建直线拉升，9:52左右，成交额突破百亿元，股价再度 拉升。上午收盘，中国电建涨停，最新市值为1283.3亿元，迎来"四连板"，成交额为154.8亿元。Wind 数据显示，在今天上午的成交额榜、人气榜上，中国电建均位居第一。 大基建板块开盘一度直线下跌，多个相关板块大幅调整。随着中国电建的拉升，大基建均跟随走强。工 程机械、水泥、钢铁等板块涨幅居前。 | 09:30 | 11:30 | 15:00 买5 7.41 | 245万 | | --- | --- | --- | --- | | 分时量 ▼ | 2 量: 7965 现手: 120 | 236.91万 大单 7.40 | *.12亿 | | | | 明细 ▲ | | | | | 118.46万 11:29 ...

Group 1 - The A-share market showed an overall upward trend on July 24, with the Hainan sector experiencing significant growth, becoming one of the market's highlights [1][2] - The Hainan sector surged over 9% by midday, with multiple stocks hitting the daily limit, including Kangzhi Pharmaceutical, Hainan Airport, and Hainan Highway [4][6] - Major industry sectors such as retail, steel, and real estate saw gains exceeding 2%, while sectors like communication and banking underperformed [4] Group 2 - The China Electric Power Construction Company (China Power Construction) reached its daily limit, with trading volume exceeding 150 billion yuan, marking a near ten-year high [9] - The government announced that the Hainan Free Trade Port will officially start operations on December 18, 2025, with significant policy changes including an increase in zero-tariff goods from 21% to 74% [8] - The new policies will allow for a broader range of zero-tariff goods and more flexible trade management, enhancing the operational environment for businesses in Hainan [8]