Market Overview - A-shares experienced a mixed performance with over 3,400 stocks in the red and a half-day trading volume of 1.1 trillion, an increase of 56.19 billion compared to the previous trading day [1] - The Shanghai Composite Index fell by 0.68%, the Shenzhen Component Index decreased by 0.45%, while the ChiNext Index rose by 0.43% [1] - Open-source Securities maintains an optimistic long-term outlook for the market despite existing divergences, describing the current market as a "slowly rising oscillating market" [1] Sector Performance AI Hardware Stocks - AI hardware stocks collectively surged, with Zhongji Xuchuang and Xinyi Sheng reaching new historical highs, and companies like Lian Te Technology, Tianfu Communication, and Taicheng Guang also seeing gains [1][3] - Meta's second-quarter revenue was reported at $47.52 billion, a 22% year-over-year increase, exceeding expectations, which positively impacted the market [3] Liquid Cooling Server Sector - The liquid cooling server sector saw a rise, with Yingwei Ke achieving a two-day consecutive limit-up, and companies like Ice Wheel Environment and Chuanhuan Technology hitting the limit-up as well [1][4] - A report from Tianfeng Securities indicates that the value of the Socket solution is expected to increase from 600,000 to over 700,000, with significant changes in the usage of cold plates and quick connectors [4] Assisted Reproductive Technology - The assisted reproductive sector continued its strong performance, with Yangguang Dairy and Anzheng Fashion achieving three consecutive limit-ups, and companies like Gongtong Pharmaceutical and Hanshang Group hitting the limit-up [1][2] - The Beijing government announced measures to enhance reproductive support policies, including adjustments to medical insurance coverage for assisted reproductive technologies [2] Institutional Insights Industry Rotation - GF Securities highlights that the current focus should be on the Sci-Tech Innovation Board, noting that cyclical and financial sectors often act as engines for market initiation [5] - Recent months have seen strong performance from previously underperforming cyclical sectors such as steel, construction materials, and real estate, driven by themes like water station construction and urban renewal [5] Low-Valuation Assets - Guojin Securities suggests that despite the market nearing previous highs, there are still "low-valuation assets" worth exploring, as the current valuation expansion is not overly aggressive compared to fundamental recovery [6][7] - The ongoing domestic policies aim to support demand while promoting supply-side reforms, with expectations of improved return on equity (ROE) due to easing tariffs and the commencement of investment cycles [7] Market Sentiment - Dongfang Securities notes that the current A-share market is in a phase of sustained oscillation and upward movement, with ample trading volume attracting new capital [8] - The sentiment remains cautiously optimistic, with no immediate risk of market reversal, and the Shanghai Composite Index is expected to consolidate around the 3,600-point level before potentially expanding upward [8]

公司7月30日在交易所互动平台中披露，截至最新（7月20日）股东户数为17218户。 安正时尚盘中涨停，已连收3个涨停板，截至9:25，该股报9.44元，换手率0.55%，成交量215.71万股， 成交金额2036.31万元，涨停板封单金额为1.43亿元。连续涨停期间，该股累计上涨33.15%，累计换手 率为8.94%。最新A股总市值达36.72亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，营业部席位合计净买入3777.49万元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.30 | 10.00 | 5.51 | 4315.61 | | 2025.07.29 | 10.01 | 2.87 | 2991.58 | | 2025.07.28 | -1.12 | 0.92 | 106.35 | | 2025.07.25 | 0.99 | 1.14 | -242.53 | | 2025.07.24 | 1.28 | 0.85 | 43.64 | | ...

Group 1: Government Initiatives - The Ministry of Finance announced the establishment of a "Childcare Subsidy Fund" with an initial budget of approximately 90 billion yuan for this year [1][2] - The National Development and Reform Commission is soliciting public opinions on guidelines for government investment funds, emphasizing the need to control investment amounts and promote effective market-government collaboration [2] Group 2: Industry Developments - The China Metal Materials Circulation Association issued a proposal to resist "involution-style competition" in the steel circulation industry, advocating for compliance with laws and encouraging cooperative models in logistics and processing [3] - The Anhui Provincial Department of Industry and Information Technology is seeking opinions on a plan to optimize the non-ferrous metal industry, focusing on enhancing supply chains and promoting high-end, intelligent, and green development [3] Group 3: Market Trends - The sports industry is experiencing a surge in interest, with several sports-related stocks seeing significant gains following the announcement of the "Hunan Super League" and the upcoming World Games in Chengdu [5][6] - The baby and toddler sector is gaining momentum due to the implementation of the childcare subsidy system, with stocks in this sector showing strong performance [7] Group 4: Financial Performance - Nine funds have seen their net values double this year, driven by the ongoing performance of the innovative drug sector, with specific funds reporting returns exceeding 100% [13] - XGIMI Technology expects a revenue of 1.626 billion yuan for the first half of 2025, a year-on-year increase of 1.63%, while Longjiang Electric Power anticipates a revenue of 36.587 billion yuan, up 5.02% year-on-year [9]

重要内容提示： 证券代码：603839 证券简称：安正时尚 公告编号：2025－032 安正时尚集团股份有限公司股票交易异常波动的公告 本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。 ●安正时尚集团股份有限公司（以下简称"公司"）股票连续两个交易日（2025年7月29日、7月30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。 登录新浪财经APP 搜索【信披】查看更多考评等级 （一）生产经营情况 ●经公司自查并向控股股东、实际控制人书面征询核实、确认，截至本公告披露日，公司及控股股东、 实际控制人不存在应披露而未披露的重大事项。 一、股票交易异常波动的具体情况 经公司自查，公司目前生产经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的 重大信息。 （二）重大事项情况 经公司自查并向控股股东、实际控制人书面征询核实，截至本公告披露日，公司、控股股东及实际控制 人不存在影响公司股票交易价格异常波动的重大事项，不存在涉及公司应披露而未披露的重大信息，包 括 ...

安正时尚集团股份有限公司 股票交易异常波动的公告 本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。 证券代码：603839 证券简称：安正时尚 公告编号：2025－032 重要内容提示： ●安正时尚集团股份有限公司（以下简称"公司"）股票连续两个交易日（2025 年7月29日、7月30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。 ●经公司自查并向控股股东、实际控制人书面征询核实、确认，截至本公告 披露日，公司及控股股东、实际控制人不存在应披露而未披露的重大事项。 （二）重大事项情况 经公司自查并向控股股东、实际控制人书面征询核实，截至本公告披露日， 公司、控股股东及实际控制人不存在影响公司股票交易价格异常波动的重大事项， 不存在涉及公司应披露而未披露的重大信息，包括但不限于重大资产重组、股份 发行、重大交易类事项、业务重组、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。 （三）媒体报道、市场传闻、热点概念情况 经公司自查，截至本公告披露日， ...

安正时尚集团股份有限公司： 二、截至目前，本人不存在处于筹划阶段的涉及贵公司的重大事项，包括但 不限于重大资产重组、股份发行、重大交易类事项、业务重组、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； 三、在本次股票交易异常波动期间，本人不存在买卖贵公司股票的情形。 特此函复。 （本页以下无正文） （本页无正文，为《关于 <安正时尚集团股份有限公司股票交易异常波动问> 询函>的回函》之签字页） 贵公司发出的《安正时尚集团股份有限公司股票交易异常波动问询函》已收 悉，经认真自查核实，现将有关问题回复如下： 一、截至目前，本人不存在涉及贵公司的应披露而未披露的重大信息； 控股股东、实际控制人： ...

（编辑 姚尧） 证券日报网讯 7月30日晚间，安正时尚发布公告称，公司股票连续两个交易日（2025年7月29日、7月30 日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经公司自查并向控股股东、实际 控制人书面征询核实、确认，截至本公告披露日，公司及控股股东、实际控制人不存在应披露而未披露 的重大事项。 ...

关于《安正时尚集团股份有限公司股票交易异常波动问询函》的回函 安正时尚集团股份有限公司： 贵公司发出的《安正时尚集团股份有限公司股票交易异常波动问询函》已收 悉，经认真自查核实，现将有关问题回复如下： 一、截至目前，本人不存在涉及贵公司的应披露而未披露的重大信息； （本页无正文，为《关于<安正时尚集团股份有限公司股票交易异常波动问 询函>的回函》之签字页） 控股股东、实际控制人： 2025 年 7 月 30 日 二、截至目前，本人不存在处于筹划阶段的涉及贵公司的重大事项，包括但 不限于重大资产重组、股份发行、重大交易类事项、业务重组、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； 三、在本次股票交易异常波动期间，本人不存在买卖贵公司股票的情形。 特此函复。 （本页以下无正文） ...

安正时尚7月30日公告，公司股票连续两个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异 常波动情形。经核实，公司目前生产经营情况正常，内外部经营环境未发生重大变化，不存在应披露而 未披露的重大信息。公司、控股股东及实际控制人不存在影响公司股票交易价格异常波动的重大事项， 不存在涉及公司应披露而未披露的重大信息。 ...