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]

今天（7月24日）上午A股市场整体上行，海南板块全线爆发，成为上午市场最大亮点之一。 | 海航控股 | 1.63 | 10.14% | 0.15 | | --- | --- | --- | --- | | 600221.SH | | | | | 海南机场 | 4.14 | 10.11% | 0.38 | | 600515.SH | | | | | 海德股份 | 7.32 | 10.08% | 0.67 | | 000567.SZ | | | | | 海马汽车 | 4.92 | 10.07% | 0.45 | | 000572.SZ | | | | | 海汽集团 | 23.73 | 10.01% | 2.16 | | 603069.SH | | | | | 海南矿业 | 8.79 | 10.01% | 0.80 | | 601969.SH | | | | | 海南高速 | 7.47 | 10.01% | 0.68 | | 000886.SZ | | | | | 海南橡胶 | 5.50 | 10.00% | 0.50 | | 601118.SH | | | | | 罗牛山 | 7.04 | 10.00% | 0. ...

Group 1: Stock Performance Related to Hainan - Multiple stocks related to Hainan have shown significant price increases, with stocks like 康芝药业 (20.00% increase) and 海峡股份 (9.99% increase) making notable gains due to their association with Hainan's economic initiatives [2][3] - Stocks such as 海汽集团 and 海南高速 also recorded first boards with increases of 10.01% and 10.01% respectively, driven by Hainan's focus on tourism and infrastructure [2][3] Group 2: Super Water Power Project - The announcement of a 1.2 trillion yuan investment in a super water power project has led to a surge in related stocks, with 西藏天路 and 保利联合 both achieving 10.04% increases [4][5][7] - The project is expected to stimulate growth in the engineering and construction sectors, benefiting companies involved in these industries [12][23] Group 3: Rare Earth Permanent Magnet Market - According to 中金公司, the global supply-demand gap for rare earth oxides is projected to remain tight from 2025 to 2027, which may lead to a moderate increase in rare earth prices [8] - Stocks like 中科三环 and 包钢股份 have responded positively, with increases of 10.03% and 10.04% respectively, reflecting investor sentiment towards the rare earth sector [9][11] Group 4: Lithium Battery Sector - The lithium battery sector is experiencing growth, with stocks like 永杉锂业 and 西藏矿业 both achieving 10.02% increases, driven by rising lithium carbonate prices [16] - The demand for lithium batteries is expected to continue growing, supported by advancements in electric vehicles and renewable energy [16] Group 5: Robotics Industry - The robotics sector is seeing renewed interest, with stocks like 长青科技 increasing by 10.00% as positive changes in the domestic and international robotics supply chain emerge [17][18] - The sentiment in the human-shaped robot segment is improving, indicating potential for future growth in this industry [17] Group 6: Semiconductor Equipment Market - SEMI predicts that global semiconductor manufacturing equipment sales will reach a record $125.5 billion by 2025, indicating a 7.4% year-on-year growth [25] - Stocks such as 东方嘉盛 and 中颖电子 have shown positive performance, with increases of 10.03% and 16.53% respectively, reflecting optimism in the semiconductor sector [26]

中国电建盘中涨停，已连收4个涨停板，截至10:47，该股报7.45元，换手率16.27%，成交量21.26亿股， 成交金额150.53亿元，涨停板封单金额为23.29亿元。连续涨停期间，该股累计上涨46.65%，累计换手 率为19.33%。最新A股总市值达1283.35亿元，A股流通市值973.83亿元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.23 | 10.08 | 1.34 | 33789.50 | | 2025.07.22 | 10.02 | 0.95 | 26648.37 | | 2025.07.21 | 10.04 | 0.77 | 29724.56 | | 2025.07.18 | 3.04 | 1.35 | 11137.47 | | 2025.07.17 | 0.80 | 0.62 | -1976.93 | | 2025.07.16 | -0.79 | 0.89 | 5429.86 | | 2025.07.15 | -0.39 | 0.68 | -4417.81 | ...

2025 年 7 月 24 日 行业研究 雅江水电站板块可能有哪些遗珠？ ——建筑建材行业更新报告 建筑和工程 增持（维持） 非金属类建材 买入（维持） 作者 分析师：孙伟风 执业证书编号：S0930516110003 021-52523822 sunwf@ebscn.com 分析师：鲁俊 执业证书编号：S0930525070002 021-52523835 lujun1@ebscn.com 行业与沪深 300 指数对比图 -11% 0% 10% 21% 32% 07/24 10/24 01/25 04/25 建筑和工程 沪深300 资料来源：Wind 藏木水电站是我国在雅鲁藏布江干流上建设的第一座大型水电站。其 6 台机组总装 机容量 51 万千瓦，建设总投资 96 亿元，工期近 8 年，于 2014 年 11 月首台机组 投产发电。藏木水电站位于海拔 3300 米以上的雅鲁藏布江中游、山南市加查县境 内，由中国华能集团公司投资、建设和运营。雅江水电站与藏木水电站两者都建在 雅鲁藏布江干流上，后者位于中游峡谷出口，雅江工程位于下游"大拐弯"段。 相似类型的项目来看： 大渡河硬梁包水电站是大渡河干流梯级规划开 ...

证券研究报告 建筑材料 行业点评报告 hyzqdatemark 2025 年 07 月 24 日 证券分析师 戴铭余 SAC：S1350524060003 daimingyu@huayuanstock.com 王彬鹏 SAC：S1350524090001 wangbinpeng@huayuanstock.com 郦悦轩 SAC：S1350524080001 liyuexuan@huayuanstock.com 林高凡 lingaofan@huayuanstock.com 唐志玮 tangzhiwei@huayuanstock.com 请务必仔细阅读正文之后的评级说明和重要声明 中国官宣，新世纪工程横空出世。7 月 19 日上午，雅鲁藏布江下游水电工程（简称 "雅下工程"）开工仪式在西藏自治区林芝市举行，同日，中国雅江集团成立，从 项目规格和高度来看，雅下工程全面对标三峡，堪称世纪工程，直接点燃了资本市 场热情。根据中国能源报，雅下工程主要采取截弯取直、隧洞引水的开发方式，建 设 5 座梯级电站，总投资约 1.2 万亿元，开发规模近 6000 万千瓦，规模相当于 2.7 个三峡电站（装机容量 2250 万千瓦） ...

Group 1 - The Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is the largest planned hydropower project globally, attracting significant attention from various industries, including cement and steel [2][3] - Following the announcement of the project's commencement, the steel and cement industries experienced a strong rebound, with multiple stocks hitting the daily limit up, indicating a positive market reaction [2][3][4] - The project is expected to significantly increase demand for materials such as cement and steel, with estimates suggesting a total cement consumption of 30-35 million tons and an annual increase of 3-3.5 million tons [6][7] Group 2 - The steel demand is projected to rise by approximately 5 million tons due to the project's requirements for core construction, supporting infrastructure, and various steel products [7] - Companies such as China Power Construction Corporation and SANY Heavy Industry have expressed their intention to actively participate in the project, indicating a strong interest from major industry players [8][9] - The project is anticipated to have a long-term economic impact, with potential U-shaped effects on the economy, leading to market expansion and technological upgrades for related industries [9][10]

中国电建成交额突破100亿元，势创个股历史天量，现涨超8%，此前连续3日一字涨停。 ...