从上证G60战略新兴产业成份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G60战略新兴产业成份指数持仓样本的行业来看，工业占比36.87%、信息技术占比30.29%、原材 料占比14.34%、医药卫生占比9.91%、通信服务占比8.59%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 跟踪G60成指的公募基金包括：申万菱信上证G60战略新兴产业成份ETF。 金融界8月1日消息，上证指数下跌0.37%，上证G60战略新兴产业成份指数 (G60成指，950049)上涨 0.38%，报1056.9点，成交额289.61亿元。 数据统计显示，上证G60战略新兴产业成份指数近一个月上涨9.55%，近三个月上涨14.68%，年至今上 涨14.89%。 据了解，上证G60战略新兴产业成份指数在长 ...

Core Viewpoint - The China Securities Index for cyclical steady growth has shown a mixed performance, with a recent decline in the index while maintaining a positive trend over the past month and three months [1][2]. Group 1: Index Performance - The Shanghai Composite Index decreased by 0.37%, while the China Securities Index for cyclical steady growth 50 fell by 0.84%, closing at 1652.84 points with a trading volume of 17.107 billion yuan [1]. - Over the past month, the cyclical steady growth 50 index has increased by 3.62%, and over the last three months, it has risen by 7.90%. However, year-to-date, it has declined by 1.53% [1]. Group 2: Index Composition - The cyclical steady growth 50 index comprises 50 companies selected based on low price-to-book ratios, high revenue growth, and high return on equity (ROE) [1]. - The top ten weighted companies in the index include China State Construction (9.6%), China Petroleum (9.45%), and COSCO Shipping Holdings (9.33%) among others [1]. - The index is primarily composed of companies listed on the Shanghai Stock Exchange, which accounts for 76.10% of the index, while the Shenzhen Stock Exchange represents 23.90% [1]. Group 3: Sector Allocation - The sector allocation of the cyclical steady growth 50 index shows that materials account for 40.39%, industrials for 29.59%, and energy for 28.80%, with real estate making up only 1.22% [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2].

证券之星消息，8月1日能源金属板块较上一交易日上涨0.05%，ST盛屯领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。能源金属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) | | | --- | --- | --- | --- | --- | --- | --- | | 600711 | ST盛屯 | 7.91 | 5.05% | 86.20万 | | 6.68亿 | | 002240 | 盛新锂能 | 15.82 | 1.93% | 32.66万 | | 5.15亿 | | 002756 | 永兴材料 | 35.54 | 1.51% | 8.80万 | | 3.12亿 | | 002192 | 融捷股份 | 34.97 | 1.33% | 8.91万 | | 3.11亿 | | 665E09 | 永杉锂V | 10.15 | 1.20% | 19.12万 | | 1.93亿 | | 002460 | 赣锋锂业 | 36.18 | 0.50% | 26.92万 | | 9.73亿 | | 6053 ...

Group 1 - The recent price correction in the new energy vehicle (NEV) sector indicates that the "anti-involution" trading is not over but is instead gathering momentum, with a significant market pullback observed on July 31 [1] - The speech from the non-party personnel meeting on July 30 emphasized the importance of addressing "involution" as a key focus for the second half of the year, suggesting that policy momentum will remain stable and that related investment opportunities will be more medium to long-term rather than short-term speculation [1] - The NEV industry is experiencing a slowdown in new supply, but the core of the cyclical upturn will be driven more by demand and new technologies, with China leading in global competitiveness for NEVs and batteries [1] Group 2 - The demand side shows that companies like CATL have a significant overseas revenue growth of 21.1% in the first half of the year, which is much higher than the overall revenue growth of 7.3%, indicating a strong international market presence [1] - New technologies such as smart driving are penetrating lower-priced models, with BYD committing to safety in smart parking and new models expected to launch in the second half of the year [1] - Solid-state batteries are also seeing rapid development, with the Ministry of Industry and Information Technology planning a mid-term review of automotive-grade battery performance by the end of 2025, and key milestones for pilot production expected between the second half of 2025 and the first half of 2026 [1] Group 3 - The new energy vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, which includes 50 listed companies involved in various aspects of the NEV industry, reflecting the overall performance of leading NEV companies [2] - As of August 1, the NEV ETF opened with an increase, and the top ten weighted stocks in the CSI New Energy Vehicle Industry Index account for 55.33% of the index, with major companies including CATL, BYD, and others [3]

资金面上看，两市主力资金全天净流出569.34亿元，主力资金净流入的行业仅有3个，计算机行业净流 入资金38.69亿元；银行行业净流入资金17.02亿元；传媒行业净流入资金2.22亿元。 沪指7月31日下跌1.18%，申万所属行业中，今日上涨的有2个，涨幅居前的行业为计算机、通信，涨幅 分别为0.39%、0.06%。跌幅居前的行业为钢铁、有色金属，跌幅分别为4.08%、3.19%。有色金属行业 位居今日跌幅榜第二。 有色金属行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603124 | 江南新材 | 10.01 | 33.97 | 13925.24 | | 600595 | 中孚实业 | -2.13 | 2.45 | 6834.43 | | 002203 | 海亮股份 | 7.03 | 3.57 | 5661.17 | | 601609 | 金田股份 | -1.64 | 3.03 | 3154.34 | | 600531 | 豫光金铅 | 0.74 | 6.70 | 2673.7 ...

证券之星消息，7月31日能源金属板块较上一交易日下跌3.89%，盛新锂能领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。能源金属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) | | | --- | --- | --- | --- | --- | --- | --- | | 002240 | 盛新理能 | 15.52 | -4.84% | 53.90万 | | 8.45 乙 | | 000408 | 藏格矿业 | 45.95 | -4.57% | 17.35万 | | 8.06亿 | | 002466 | 天齐锂业 | 38.23 | -4.14% | 71.23万 | | 27.53 乙 | | 600711 | ST盛屯 | 7.53 | -4.08% | 104.87万 | | 7.9867 | | 002192 | 融捷股份 | 34.51 | -3.95% | 13.70万 | | 4.78亿 | | 002460 | 赣锋锂业 | 36.00 | -3.64% | 43.55万 | | ...

作者：金股通 截至7月31日午后一小时，主力资金流出前20的股票分别为：包钢股份（-15.48亿元）、长江电力 （-13.54亿元）、东方财富（-11.40亿元）、北方稀土（-10.11亿元）、宁德时代（-9.42亿元）、贵州茅 台（-7.71亿元）、比亚迪（-6.96亿元）、华友钴业（-5.87亿元）、五 粮 液（-5.50亿元）、盛和资源 （-5.21亿元）、贝因美（-4.41亿元）、博瑞医药（-4.34亿元）、美的集团（-4.32亿元）、天齐锂业 （-4.21亿元）、指南针（-4.08亿元）、中信证券（-3.85亿元）、仕佳光子（-3.64亿元）、赛力斯 （-3.45亿元）、华电新能（-3.42亿元）、同花顺（-3.37亿元）。 本文源自：金融界 ...

Group 1 - The main focus of the article is on the significant outflow of capital from major stocks as of July 31, with specific amounts listed for each company [1] - The top three companies with the highest capital outflow are Baogang Co., Ltd. (-1.32 billion), Changjiang Electric Power (-0.92 billion), and Northern Rare Earth (-0.86 billion) [1] - Other notable companies experiencing capital outflow include Ningde Times (-0.84 billion), Guizhou Moutai (-0.70 billion), and BYD (-0.57 billion) [1] Group 2 - The total capital outflow from the listed companies indicates a trend of investors pulling back from these stocks [1] - The data reflects a broader market sentiment that may impact future investment strategies in these sectors [1]

Core Insights - The report highlights the significant role and compensation of CFOs in A-share listed companies, with a total salary scale of 4.27 billion yuan for 2024 [1] - Midea Group's CFO, Zhong Zheng, has the highest reported salary at 9.46 million yuan, followed closely by BYD's CFO, Zhou Yalin, at 8.96 million yuan [1] - The report reveals that the highest annual salary for a CFO in the non-ferrous metal industry is 5.58 million yuan, paid to Wang Jun of Huayou Cobalt [1] Compensation Overview - The total compensation for CFOs in A-share listed companies reached 4.27 billion yuan in 2024 [1] - Nearly 30 listed companies have CFO salaries exceeding 1 million yuan, with 8 companies reporting salaries over 2 million yuan [1] Industry Specifics - In the non-ferrous metal sector, CFOs' salaries are notably high, with Huayou Cobalt's CFO receiving the highest salary of 5.58 million yuan [1] - The report indicates a decline in Huayou Cobalt's accounts receivable, inventory, and total asset turnover ratios from 2022 to 2024, suggesting weakening operational efficiency [1] Educational Background - The majority of CFOs in the industry hold bachelor's degrees, with only 11 out of over a hundred CFOs having an associate degree [1] Age Demographics - Most CFOs in the industry are over 40 years old, with the youngest being 32-year-old Xiang Lijuan from Xinke Materials, born in 1993 [1] - Among those earning over 1 million yuan, the youngest CFO is Han Houkun from Hanrui Cobalt, born in 1987 [1]

作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 随着年报披露收官，有色金属上市公司财务总监薪酬面纱也被揭开。据数据统计，有色金属行业上市公 司为财务总监支付的最高年度薪酬是华友钴业，为财务总监王军支付年薪558.11万元，为CFO支付的最 低年度薪酬是永杉锂业，为财务总监林宏志支付年薪仅4.63万元。 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 从年龄来看，行业整体来看，CFO年龄多在40岁以上，鑫科材料CFO席丽娟最年轻为90后，出生于1993 年，年仅32岁。年薪超百万的CFO中，寒锐钴业CFO韩厚坤最为年轻，出生于1987年，年仅38岁。 责任编辑：公司观察 有色金属行业财务总监薪酬处于较高水平，有近30家上市公司的财务薪酬超百万，甚至有8家上市公司 财务总监薪酬超出200万，分别为天齐锂业、中国铝业、厦门钨业、中金 ...