转自：新华财经 新华财经上海8月13日电（林郑宏）进入2025年下半年，A股市场上行节奏明显加快。截至8月12日收盘，沪指下半年迄今累计上涨已 达6.43%，而上半年涨幅仅为2.76%；深成指下半年迄今累计上涨8.47%，上半年仅涨0.48%；创业板指下半年迄今累计上涨11.91%， 上半年仅涨0.53%。 市场上行速度加快背后，杠杆资金积极入场功不可没。截至8月12日收盘，沪深京三市融资余额已达2.02万亿元，连续两日站稳2万亿 元关口。从数据对比来看，6月30日全市场融资余额为1.838万亿元，下半年来增长约1820亿元，而上半年是减少160亿元（2024年12 月30日全市场融资余额为1.854万亿元）。 不仅总额增长可观，下半年以来，A股市场融资净买入保持持续稳定。截至8月12日收盘，在下半年迄今的总计31个交易日中，仅有4 个交易日出现了融资净卖出，其余27个交易日均为融资净买入，其中有6个交易日的融资净买入额都在百亿元以上，杠杆资金的积极 入场支撑市场出现持续上涨。 从申万二级行业来看，下半年以来，半导体、通信设备、化学制药、小金属等行业融资净买入金额居前。其中半导体行业融资净买 入金额达139. ...

Core Viewpoint - The A-share market has shown a strong performance recently, with the financing balance exceeding 2 trillion yuan for the first time since July 2015, reaching 20,122 billion yuan as of August 11, 2023, indicating a significant increase in market activity and investor confidence [2][6]. Financing Overview - As of August 11, 2023, the financing balance in the A-share market reached 20,122 billion yuan, marking a 168.41 billion yuan increase from the previous trading day [2][6]. - The financing balance peaked at 22,666 billion yuan on June 18, 2015, with the current level being 88.8% of that historical high [6][7]. - The financing balance as a percentage of the circulating market value has decreased from 4.26% in June 2015 to 2.29% in August 2023 [7]. Market Performance - Since July 1, 2023, the A-share market has seen a cumulative increase of 5.9%, while the Shenzhen Component Index has risen by 7.9% [9]. - Over the same period, the net inflow of financing has reached 174 billion yuan across 30 trading days, with 30 out of 31 sectors experiencing net financing inflows [10]. Sector Analysis - The electronics sector led the financing net inflow with a total of 211.44 billion yuan, followed by the pharmaceutical and biological sector with 207.58 billion yuan [11][12]. - Other notable sectors with significant net inflows include electric equipment, machinery, non-ferrous metals, and computing [10][11]. Individual Stock Highlights - A total of 2,453 stocks have experienced net financing inflows since July 1, 2023, with 13 stocks seeing net inflows exceeding 1 billion yuan [13]. - The top stock by net financing inflow is Northern Rare Earth, with an inflow of 30.75 billion yuan, followed by New Yisheng and Shenghong Technology [15][16].

据新华社消息，在7月28日强降雨的过程中，河北省承德市兴隆县六道河镇部分村受灾，灾害造成8人遇难、18人失联。其中，在中国电建地产集团有限公 司（以下简称电建地产）开发的文旅康养项目——北京山谷项目内，有3人遇难、4人失联（截至8月2日）。 在这次事件中，北京山谷因为顶着暴雨红色预警举办了一场"致命"的发布会而遭到质疑。在当天的发布会上，知名投资人王功权，原阿那亚运营总经理、 现青普九州董事长刘炜，以及短道速滑冠军任子威，贝氏建筑的丁麒文、山谷业主代表王凤华、北京山谷董事长曹柏春等人，悉数作为嘉宾出席。而遭遇 意外的是受邀参加活动的网络达人。 据媒体报道，7月27日，兴隆县的雨淅淅沥沥一直下，但电建地产北京山谷的发布会照常进行，晚上还举办了晚会。晚会结束之后，领导和嘉宾被安排在 山上的酒店入住，部分网络达人和家属则被安排在下游约2公里一处名为"青普·银河营地"的露营帐篷基地休息。 该露营基地临近一条河流，当天晚上，大水漫进营地，意外发生。 活动现场 01 登台嘉宾多是合作方 另据知情人透露，除了1450万中标金额之外，青普九州公司还要从项目的销售流水中分成6%。 网络达人遇难的地方，名为"青普·帐篷营地"，冠 ...

Core Insights - China Electric Power Construction (601669.SH) has signed a significant contract worth approximately 6.994 billion RMB for the Mokolo-Crocodile River (West) water supply expansion project in South Africa [2] - The project involves a large-scale water diversion project with a designed annual water supply capacity of 75 million cubic meters and a total pipeline length of about 142 kilometers, with a construction period of approximately 48 months [2] Group 1: Strategic Developments - The company is focusing on the transformation of its power investment and operation business, emphasizing clean energy sources such as wind, solar, and hydropower [2] - By the end of 2024, the company is expected to have a total installed capacity of 33.1276 million kilowatts, representing a year-on-year growth of 22% [2] Group 2: New Projects and Contracts - As of the 2024 annual report, the company has built and is constructing new energy and storage projects with a total installed capacity of 47.42 million kilowatts, and has put into operation 22.63 million kilowatts [3] - In the first half of 2025, the company signed 4,588 new contracts with a total value of 686.699 billion RMB, marking a year-on-year increase of 5.83% [3] - Among the new contracts, 2,939 pertain to energy and power, amounting to 431.388 billion RMB, with water and wind power contracts seeing significant growth of 66.67% and 68.78% respectively [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000010 | 美丽生态 | 4.76 | -6.67% | 186.05万 | 9.08亿 | | 300649 | 杭州园林 | 16.81 | -3.28% | 8.51万 | 1.44亿 | | 603316 | 诚邦股份 | 8.67 | -2.25% | 0 17.13万 | 1.49亿 | | 002775 | 文科股份 | 4.66 | -1.89% | 64.66万 | 3.05亿 | | 601669 | 中国电建 | 6.28 | -1.72% | 351.55万 | 22.18亿 | | 603176 | 汇通集团 | 7.21 | -1.64% | 34.13万 | 2.47亿 | | 605303 | 元林股份 | 12.80 | -1.54% | 3.16万 | 4050.59万 | | 603778 | 圖晟科技 | 3.87 | -1.53% | 20.29万 | 7875.58万 | | 603843 | *S ...

天眼查资料显示，中国电建集团昆明勘测设计研究院有限公司，成立于1994年，位于昆明市，是一家以 从事研究和试验发展为主的企业。企业注册资本160000万人民币。通过天眼查大数据分析，中国电建集 团昆明勘测设计研究院有限公司共对外投资了53家企业，参与招投标项目5000次，财产线索方面有商标 信息15条，专利信息2011条，此外企业还拥有行政许可312个。 金融界2025年8月12日消息，国家知识产权局信息显示，中国电建集团昆明勘测设计研究院有限公司取 得一项名为"一种纵向混凝土围堰结构"的专利，授权公告号CN223214591U，申请日期为2024年10月。 专利摘要显示，一种纵向混凝土围堰结构，属于包括混凝土浇筑的围堰体。该结构包括围堰体，其断面 一侧垂直，另一侧为阶梯状，围堰体底部采用锚杆与基岩固定，围堰体的分缝处底部设置止水槽，分缝 间填充止水橡胶；围堰体进口段的平面为圆弧状，且断面高度由进口处向主体逐渐增高。 ...

Group 1 - The China Electric Power Construction Group Chengdu Survey and Design Research Institute Co., Ltd. has applied for a patent related to a method for obtaining shear strength parameters of heterogeneous rock masses, indicating innovation in rock engineering technology [1] - The patent application was filed on April 2025, with the publication number CN120470773A, showcasing the company's ongoing commitment to research and development [1] - The proposed method enhances the accuracy and reliability of predicting shear strength in heterogeneous rock masses by incorporating a weak zone ratio coefficient into traditional geological strength indicators [1] Group 2 - The China Electric Power Construction Group Chengdu Survey and Design Research Institute Co., Ltd. was established in 2005 and is primarily engaged in the production and supply of electricity and heat [2] - The company has a registered capital of 500 million RMB and has made investments in 66 enterprises, demonstrating its active role in the industry [2] - The company has participated in 5,000 bidding projects and holds 4,071 patents, indicating a strong focus on innovation and competitive positioning in the market [2]

Group 1 - The core point of the article is that China Electric Power Construction announced a significant contract win in South Africa, valued at approximately 6.994 billion RMB for the Mokolo-Crocodile River (West) water supply expansion project phase 2 [2] - The project is located in the Limpopo province of northern South Africa and involves large-scale water diversion works [2] - The construction period for the project is estimated to be around 48 months [2]

人民财讯8月11日电，【热点】 【经营业绩】 露笑科技：筹划发行H股并在香港联交所上市。 中国重工：自8月13日起连续停牌直至终止上市。 海康威视：董事长提议实施2025年中期分红，拟10派4元（含税）。 北大医药：全资子公司北医医药6月以来主营业务已基本中止。 皇庭国际：深圳皇庭广场将被司法拍卖，起拍价30.53亿元。 *ST苏吴：控股孙公司就Regen Biotech违约提起仲裁并获受理立案。 ST易购：拟支付2.2亿元与家乐福方达成债务和解协议。 上海建科：公司董事陈为接受纪律审查和监察调查。 金鹰重工：与新藏铁路有限公司还未开展相关业务。 三连板吉视传媒：公司未参与投资目前上映的影片。 二连板天顺股份：公司未参与新藏铁路工程项目。 东芯股份：上海砺算未纳入公司合并报表范围。 【并购】 新晨科技：终止收购天一恩华96.96%股权事项。 光库科技：拟购买苏州安捷讯光电100%股权，12日复牌。 *ST生物：筹划购买慧泽医药51%股权，预计构成重大资产重组。 东方国信：拟控股视拓云，深化智能算力领域布局。 九鼎投资：拟控股南京神源生，切入机器人产业链关键环节。 煌上煌：拟4.95亿元收购立兴食品51%股权。 ...

中国电建（601669）(601669.SH)发布公告，近日，公司下属子公司中国水电建设集团国际工程有限公 司和南非Entsika公司与南非跨卡勒登隧道管理局签订了南非莫科洛-鳄鱼河(西)供水扩建项目2期合同， 合同金额约为69.94亿元人民币。该项目位于南非北部林波波省，起点位于塔巴津比附近，终点位于莱 帕拉莱。项目主要工程内容为大型引水工程，包括挡水堰、取水结构、高低扬程的泵站、供水管线(钢 管)、沉淀池、低位水池及高位水池、附属工程等，项目设计年输水量为7500万立方米，输水管道全长 约142公里。项目建设工期约48个月。 ...