人民网迪拜7月30日电 （记者任皓宇）7月的沙特烈日炎炎。在沙特麦地那西部沙漠中的REPDO 4-AHK光伏 项目升压站控制室内，项目工程师艾尔沙德和项目调试经理黄圭成仔细核对回路的保护定值、电缆接入、电压指 示。随着调度中心传来"可以送电"的口令，黄圭成在操作台上按下启动按钮，电流送出线路流入升压站主母线， 绿色指示灯一一亮起。7月28日，沙特REPDO 4-AHK光伏项目成功完成110千伏升压站6条回路一次性倒送电操 作，标志着项目全面转入电气系统联合调试阶段。据介绍，项目在仅14个多月内实现倒送电，刷新了沙特大型光 伏项目建设工期纪录。 REPDO 4-AHK光伏项目于2024年5月1日正式开工，装机容量为1230兆瓦，是共建"一带一路"倡议与沙 特"2030愿景"重要合作成果之一，也是中国电建继多个大型光伏工程之后在沙特实施的又一吉瓦级新能源总承包 项目。项目建成后将每年生产31亿度清洁电力，保障麦地那75万户居民用电需求，并将每年减少310万吨二氧化碳 和9.3万吨二氧化硫的排放，助力沙特构建低碳环保的经济体系，推动当地经济发展和能源结构多样化，为沙特能 源和经济转型注入新活力。 据介绍，该项目地质 ...

证券之星消息，7月30日基础建设板块较上一交易日下跌1.14%，中国电建领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。基础建设板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | 13.08 | 10.01% | 33.02万 | | 4.12亿 | | 603388 | *ST元成 | 2.62 | 4.38% | 36.97万 | | 9523.81万 | | 600284 | 浦东建设 | 7.11 | 3.64% | 42.85万 | | 3.02亿 | | 002586 | *ST間海 | 3.07 | 1.66% | 9.65万 | | 2922.76万 | | 603007 | *ST花王 | 4.98 | 1.22% | 15.09万 | | 7510.39万 | | 002663 | 普邦股份 | 1.84 | 0.55% | 26.87万 | | 493 ...

从指数持仓来看，上证 180 基建指数十大权重分别为：长江电力（14.26%）、中国建筑（8.58%）、中 国电信（8.28%）、中国移动（7.12%）、中国联通（6.14%）、中国核电（5.49%）、三峡能源 （4.5%）、中国电建（4.45%）、中国中铁（4.28%）、国电电力（2.97%）。 金融界7月30日消息，A股三大指数收盘涨跌不一，上证 180 基建指数 (180基建，000025)上涨0.22%， 报1883.26点，成交额294.32亿元。 数据统计显示，上证 180 基建指数近一个月上涨0.84%，近三个月上涨1.78%，年至今下跌2.41%。 据了解，上证180主题指数系列是在上证180指数的基础上，分别选择符合基建、资源和运输等主题概念 的上市公司证券作为指数样本，以反映其在二级市场的整体表现。该指数以2002年06月28日为基日，以 1000.0点为基点。 从上证 180 基建指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证 180 基建指数持仓样本的行业来看，公用事业占比40.30%、工业占比36.92%、通信服务占比 22.78%。 资料显示，指数样本每半年调整 ...

Investment Rating - The report maintains a "Recommended" rating for the construction industry [1] Core Viewpoints - Infrastructure investment growth remains robust, with special bond issuance accelerating to support major projects [3][6] - Real estate investment and sales are under pressure, but the decline in new construction and completion has narrowed [3][44] - The construction sector is experiencing a slight increase in fund holdings, indicating a low allocation compared to standard benchmarks [3][65] Summary by Sections Special Bond Issuance - The pace of special bond issuance has accelerated in 2025, with a total of 2.16 trillion yuan issued in the first half of the year, a 45% year-on-year increase [6] - The government plans to issue 4.4 trillion yuan in new local government special bonds this year, focusing on infrastructure and housing projects [6] Infrastructure Investment - Fixed asset investment (excluding rural households) reached 24.87 trillion yuan in the first half of 2025, with a year-on-year growth of 2.8% [3][27] - Broad infrastructure investment growth was 8.9%, while narrow infrastructure investment growth was 4.6% [30] - Investment in electricity, heat, gas, and water supply grew by 22.8%, while transportation and storage investment increased by 5.6% [3][35] Real Estate Market - Real estate development investment totaled 46.66 billion yuan, down 11.2% year-on-year, with sales area declining by 3.5% [44] - New construction area decreased by 20.0%, but the decline rate has narrowed [46] - The policy measures are expected to improve the supply-demand structure in the real estate market [3][44] Fund Holdings in Construction - As of Q2 2025, the fund holdings in the construction sector accounted for 0.43% of the total market, slightly up from the previous quarter [65] - The construction sector remains underweight compared to the standard allocation ratio of 1.77% [65] - Institutional investors are increasingly favoring segments such as housing construction, decoration, and engineering consulting [65][71]

Market Overview - A-shares have seen a significant increase in activity, with the Shanghai Composite Index surpassing 3600 points and reaching a new high, while the ChiNext Index broke through 2400 points, entering a technical bull market [1] Hot Stocks - The top ten hot stocks in A-shares include Xizang Tianlu, Shanhe Intelligent, Hengsheng Electronics, WuXi AppTec, Baogang Co., Asia-Pacific Pharmaceutical, China Power Construction, Xining Special Steel, Zhongyin Securities, and Northern Rare Earth [2] Industry Trends - The Yarlung Tsangpo River downstream hydropower project concept has resurfaced, with Xizang Tianlu, Shanhe Intelligent, and China Power Construction being the leading stocks. Xizang Tianlu holds over 60% market share in the cement sector, benefiting from geographical advantages [3] - The national-level strategic project, with a total investment of 1.2 trillion yuan, is expected to require over 40 million tons of cement and an annual infrastructure investment of 80 billion yuan, stimulating demand across the construction materials, engineering machinery, and hydropower sectors [3] Company Performance - Northern Rare Earth and Baogang Co. confirmed their successful bids for the Yarlung Tsangpo hydropower project's rare earth alloy steel project, with Northern Rare Earth's net profit surging 18 to 20 times year-on-year, driven by rising prices and volumes of rare earth products [3] - Baogang Co. raised its third-quarter rare earth concentrate transaction prices by 14.14%, enhancing performance growth expectations [3] - Hengsheng Electronics saw a surge in interest following Hong Kong's implementation of a regulatory framework for stablecoin issuers, alongside news of Ant Group applying for a stablecoin license, leading to strong market expectations for potential collaboration [3] Financial Results - WuXi AppTec reported a record high revenue of 20.8 billion yuan and a net profit of 8.56 billion yuan for the first half of the year. The easing of geopolitical risks and supportive policies for innovative drugs have contributed to this performance [4] - Asia-Pacific Pharmaceutical's mid-year performance is expected to increase over 17 times, primarily due to non-recurring income from the sale of a subsidiary, along with advantages from its product line [4] - WuXi AppTec plans to raise its share repurchase price limit from 90.72 yuan to 114.15 yuan, which has positively impacted market sentiment [4]

- The report aims to track large purchases and net active purchases using transaction detail data[1] - The indicators used are the proportion of large order transaction amounts and the proportion of net active purchase amounts[7] - The proportion of large order transaction amounts reflects the buying behavior of large funds[7] - The proportion of net active purchase amounts reflects the active buying behavior of investors[7] - The top 5 stocks with the highest average proportion of large order transaction amounts over the past 5 days are: Sobute, China Railway Industry, Tibet Tianlu, Poly United, and China Power Construction[4][9] - The top 5 stocks with the highest average proportion of net active purchase amounts over the past 5 days are: Weixing Co., HNA Holdings, Kaili Medical, Liaogang Co., and Hengyi Petrochemical[4][10] - The top 5 industries with the highest average proportion of large order transaction amounts over the past 5 days are: Banking, Real Estate, Petroleum and Petrochemical, Transportation, and Coal[4] - The top 5 industries with the highest average proportion of net active purchase amounts over the past 5 days are: Media, Textile and Apparel, Computers, Electronics, and Light Manufacturing[4] - The top 5 ETFs with the highest average proportion of large order transaction amounts over the past 5 days are: China Agricultural Theme ETF, E Fund CSI 300 Medical and Health ETF, Huabao CSI Medical ETF, Bosera SSE STAR 100 ETF, and Guotai CSI Livestock Breeding ETF[4][15] - The top 5 ETFs with the highest average proportion of net active purchase amounts over the past 5 days are: Penghua CSI Subdivision Chemical Industry Theme ETF, GF SSE STAR 50 ETF, Harvest CSI Rare Metals Theme ETF, E Fund Guozheng Robotics Industry ETF, and Harvest CSI Software Services ETF[4][16]

证券日报网讯飞沃科技7月29日在互动平台回答投资者提问时表示，公司和中国电建在风电紧固件业务 存在合作。 （文章来源：证券日报） ...

（原标题：主力动向：7月29日特大单净流出195.93亿元） 两市全天特大单净流出195.93亿元，其中25股特大单净流入超2亿元，新易盛特大单净流入9.22亿元，特大单净流入资金居首。 沪指今日收盘上涨0.33%。资金面上看，沪深两市全天特大单净流出195.93亿元，共计1658股特大单净流入，3155股特大单净流出。 | 代码 | 简称 | 收盘价 | 涨跌幅 | 特大单净流入 | 行业 | | --- | --- | --- | --- | --- | --- | | | | （元） | （%） | （亿元） | | | 300502 新易盛 | | 193.39 8.77 | | 9.22 | 通信 | | 600570 恒生电子 | | 37.82 10.01 | | 9.10 | 计算机 | | 601727 上海电气 | | 8.29 | 5.61 | 7.94 | 电力设备 | | 002428 云南锗业 | | 24.99 | 9.99 | 5.65 | 有色金属 | | 601162 天风证券 | | 5.18 | 4.02 | 5.62 | 非银金融 | | 300750 宁德时代 | ...

源：Choice金融终端 来源：上海证券报·中国证券网 上证报中国证券网讯 7月29日，沪深两市成交额合计1.8万亿元。其中，沪市成交额7936亿元，深市成交 额1.01万亿元。 | 数据来 | | --- | 个股方面，新易盛成交额居首，为145亿元。其次是中际旭创、恒瑞医药、中国电建，成交额分别为121 亿元、107亿元、106亿元。 ...

Core Viewpoint - The article discusses the contrasting trends in the global green hydrogen market, highlighting a significant decline in overseas projects while China experiences a surge in investment and development in green hydrogen initiatives [3][4]. Group 1: Global Green Hydrogen Market Trends - The CQ-H2 green hydrogen project in Australia, initially planned with an investment of 12.5 billion AUD (approximately 8.13 billion USD), has been terminated due to rising costs and uncertain market prospects [3]. - Numerous hydrogen projects worldwide have been canceled or postponed, amounting to hundreds of billions of dollars, indicating a crisis in the global green hydrogen market [3][4]. Group 2: China's Green Hydrogen Investment - Major Chinese state-owned enterprises, including State Power Investment Corporation, China Energy Group, and Sinopec, are aggressively investing in green hydrogen projects, indicating a robust domestic market [4][6]. - Sinopec's Kuqa photovoltaic hydrogen production project, with a total investment of nearly 3 billion CNY, is China's first 10,000-ton green hydrogen project, showcasing significant advancements in the sector [6]. - The National Power Investment Corporation is planning a green hydrogen carbon-neutral industrial base in Heilongjiang with a total investment of 60 billion CNY, aiming for an annual output value of 4 billion CNY [7]. Group 3: Project Investments and Capacities - A list of major green hydrogen projects in China shows a total investment of 329.5 billion CNY across ten projects, with the largest being the National Power Investment Corporation's project at 60 billion CNY [8]. - By the end of 2024, the National Energy Group is expected to have over 30 green hydrogen projects, contributing to a national green hydrogen industry chain [8]. Group 4: Challenges in Green Hydrogen Production - The production cost of green hydrogen in China ranges from 33.9 to 42.9 CNY per kilogram, significantly higher than coal-based hydrogen, which is three times more expensive [12]. - The average capacity utilization rate for green hydrogen production facilities is only about 10%, with actual production falling short of planned capacities, indicating inefficiencies in the sector [13]. - The volatility of renewable energy sources like wind and solar complicates the stable production of hydrogen, leading to high costs and low efficiency in green hydrogen projects [14].