截至7月30日收盘，A股总市值为105.87万亿元。王峥表示，当前市场仍缺乏具体热门主题或行业，机构 主导的"业绩确定性"风格与游资偏好的风格存在明显分歧，仍需等待政策的具体落地情况。 "本轮行情主要由估值扩张驱动，目前市场预期比较乐观。"中泰证券（6.840， -0.08， -1.16%）首席策 略分析师徐驰表示，近期公募与散户资金入市规模有所扩张，往后看，增量资金入市有望驱动市场继续 上涨。"市场突破后，虽然分歧仍然存在，但对于指数的长期走势维持乐观判断，形态类似'中枢缓慢上 行的震荡市'。"开源证券策略首席分析师韦冀星认为，短期指数临近关键点位，市场博弈加剧，需警惕 短期回调的风险。对于市场配置，王峥认为，黄金和有色金属板块可以酌情增配，短期关注暑期受益板 块如旅游、餐饮、家电等。 16天暴涨10倍！多次触及股票交易异常波动及严重异常波动 上纬新材今起停牌核查 7月30日晚间，上纬新材发布公告称，因公司股票价格自2025年7月9日至2025年7月30日期间多次触及股 票交易异常波动及严重异常波动情形。为维护投资者利益，公司将就股票交易波动情况进行停牌核 查。"经向上海证券交易所申请，公司股票将于2025 ...

根据交易所规则,股票交易出现严重异常波动情形后10个交易 日内,连续竞价阶段1分钟内单向申报买入(卖出)单只严重异常 波动股票金额巨大的,交易所对有关交易行为予以重点监控。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 | 股票名称 | 监控开始日期 监控结束日期 异动开始日期 | | --- | --- | | 西藏旅游 | 2025-07-31 2025-08-13 2025-07-21 | | 600749 | | | 上纬新材 | 2025-07-31 2025-08-13 未披露 | | 688585 | | | 幸福蓝海 | 2025-07-31 2025-08-13 2025-07-24 | | 300528 | | | *ST苏吴 | 2025-07-30 2025-08-12 未披露 | | 600200 | | | 横河精密 | 2025-07-30 2025-08-12 2025-07-21 | | 300539 | | | 上纬新材 | 2025-07-29 2025-08-11 未披露 | | 688585 | | | 上纬新材 | 2025-07 ...

10:00 中国贸促会召开7月例行新闻发布会 15:00 商务部召开7月第4次例行新闻发布会 【财经日历】 09:30 中国7月官方制造业PMI 20:30 美国截至7月26日当周初请失业金人数 | | 盘前必读 | 外盘怎么样 // | | --- | --- | --- | | 3 | | | | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 44461.28 | -171.71 | -0.38% | | 纳斯达克指数 | 21129.67 c | 31.38 | 0.15% | | 标普500 | 6362.90 | -7.96 | -0.12% | 机构认为，央行超预期货币宽松，公开市场持续投放流动性，或带动A股中期走强。 美股三大指数收盘涨跌不一，道指跌0.38%，纳指涨0.15%，标普500指数跌0.12%。 热门科技股涨跌不一，英伟达涨超2%，博通涨超1%，苹果跌超1%。 纳斯达克中国金龙指数收跌1.82%，热门中概股多数下跌，蔚来、新东方跌超4%，理想汽车跌超3%，拼多多、小鹏汽车跌超2%，阿里巴巴、京东跌超1%。 美国第 ...

Group 1 - Wang Wentao met with the delegation from the US-China Business Council to discuss Sino-US economic relations and the development of US companies in China, emphasizing the need for mutual efforts to maintain a stable and sustainable economic relationship [1] - Contemporary Amperex Technology Co., Ltd. (CATL) reported a net profit of 30.5 billion yuan for the first half of 2025, a year-on-year increase of 33.02%, with revenue reaching 178.9 billion yuan, up 7.27% year-on-year [1] - The stock of Upwind New Materials will be suspended for trading due to multiple instances of abnormal trading fluctuations, with the company stating that its fundamentals have not changed significantly [1] Group 2 - The US core PCE price index for the second quarter increased by 2.5%, exceeding expectations of 2.3%, while actual personal consumption expenditures rose by 1.4% [2] - The Federal Reserve maintained the federal funds rate in the range of 4.25%-4.5%, marking the fifth consecutive decision to keep rates unchanged, with Chairman Powell indicating no decisions have been made regarding potential policy adjustments in September [2][3] Group 3 - The first intercity long-haul drone logistics route in the Greater Bay Area was launched, successfully demonstrating the feasibility of long-distance logistics operations [7] - The "Fengdeng Gene Scientist" AI system was released, marking a significant advancement in China's smart breeding technology, filling a technological gap in autonomous scientific discovery systems in the field of biological breeding [7] Group 4 - Longyang Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [9] - NIO and other Chinese concept stocks experienced declines, with NIO and New Oriental dropping over 4% [3]

【钛媒体综合】据新华社报道，中共中央政治局7月30日召开会议，研究当前经济形势，部署下半年经 济工作。 会议表示，今年以来，我国经济运行稳中有进，高质量发展取得新成效。主要经济指标表现良好，新质 生产力积极发展，改革开放不断深化，重点领域风险有力有效防范化解，民生兜底保障进一步加强，我 国经济展现强大活力和韧性。同时会议指出，当前我国经济运行依然面临不少风险挑战。因此会议强 调，做好下半年经济工作，要保持政策连续性稳定性，增强灵活性预见性，着力稳就业、稳企业、稳市 场、稳预期。 会议指出，宏观政策要持续发力、适时加力。要落实落细更加积极的财政政策和适度宽松的货币政策， 充分释放政策效应。加快政府债券发行使用，提高资金使用效率。兜牢基层"三保"底线。货币政策要保 持流动性充裕，促进社会综合融资成本下行。用好各项结构性货币政策工具，加力支持科技创新、提振 消费、小微企业、稳定外贸等。支持经济大省发挥挑大梁作用。强化宏观政策取向一致性。 会议强调，要扩大高水平对外开放，稳住外贸外资基本盘。帮助受冲击较大的外贸企业，强化融资支 持，促进内外贸一体化发展。优化出口退税政策，高水平建设自贸试验区等开放平台。 会议指出，要 ...

Industry News - The State Council held a press conference announcing that starting from January 1, 2022, eligible infants can receive childcare subsidies, with a preliminary budget of approximately 90 billion yuan for this year [6] - A national teleconference on the prevention and control of the Chikungunya virus was held, emphasizing the need for environmental sanitation and effective mosquito control measures [6] - The Chinese medicine industry will implement labeling regulations for medicinal herbs starting August 1, 2023, requiring labels to include expiration dates [7] - The China Coking Industry Association held a market analysis meeting, where representatives agreed to raise coking prices by 50 to 75 yuan per ton starting July 31 [7] - A successful launch of low-orbit satellite internet satellites was conducted using the Long March 8 rocket, marking advancements in automated launch technology [8] Company News - Upwind New Materials announced a suspension of trading due to abnormal stock price fluctuations [3] - CATL reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and plans to distribute a cash dividend of 10.07 yuan per share [9] - Vanke A announced that Shenzhen Metro Group will provide a loan of up to 869 million yuan to the company [9] - XGIMI Technology projected a net profit increase of 2062% year-on-year for the first half of the year [9] - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrades [9] - Yangtze Power announced plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [9] - Digital Certification announced that its controlling shareholder intends to transfer shares without compensation, changing the controlling shareholder to Beijing Data Group [9] - Chip products from Shanghai Lisan are undergoing optimization, with no revenue generated yet [9] - Zhongwang Software is facing a copyright infringement lawsuit from Autodesk in a U.S. court [9] - Chipsea Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [9] - Sunshine Dairy announced that its controlling shareholder sold a total of 1.1452 million shares in the past two days [9]

老铁们，帮主今天聊个魔幻故事：一家做风电树脂的公司，市盈率干到400倍（行业平均24倍），14天暴涨920%，年内涨幅1288%——这不是科幻片，是上 纬新材（688585.SH）的K线图。但明天（7月31日）起，它被强制停牌了！为什么？因为交易所都看不下去了：7次异常波动、7次严重异常波动、连发9次 风险警告，公司自己都喊话"股价严重脱离基本面"，但散户还在疯狂往里冲。 二、残酷现实：基本面根本接不住这场"梦" 1. 业绩打脸：稳健≠暴增 • 2024年净利润8868万（+25%），2025年Q1净利润2255万（+22%）——增速平稳但毫无爆发力。 • 主业还是风电树脂（占营收40%），虽在海上风电市占率35%领先，但行业年增速仅12%。可回收树脂、低空经济材料等新故事，贡献营收不足8%。 2. 收购方亲自泼冷水：一年内不重组！ 一、谁在"造神"？一场精心设计的资本棋局 1. 导火索：明星企业"借壳"预期 7月8日，一则公告点燃市场：智元机器人（华为前副总裁邓泰华创立，B站280万粉丝的"天才少年"稚晖君任CTO）拟砸21亿收购控股权。智元什么来头？ 成立2年估值150亿，背靠高瓴、红杉、比亚迪等豪华资本 ...

Core Viewpoint - The company is experiencing significant stock price volatility, leading to a temporary suspension of trading to protect investor interests [1][2][4]. Stock Trading Volatility - The company's stock has encountered abnormal trading conditions, with a cumulative price increase deviation of 30% over three consecutive trading days, and a 200% deviation over 30 trading days, categorizing it as severe volatility [4]. - The stock price has significantly outperformed major indices such as the Sci-Tech Innovation Index and the Shanghai Composite Index during the period from July 9 to July 30, 2025 [2][8]. Shareholder Structure and Valuation - Major shareholders, including STRATEGIC Samoa and Jin Feng Investment Holdings, collectively hold approximately 85% of the company's A-shares, with the latest stock price at 92.07 yuan per share, resulting in a price-to-earnings (P/E) ratio of 418.77, which is substantially higher than the industry average of 24.65 [3][8]. - The company has not undergone significant changes in its production operations or market conditions, and there are no plans for asset sales or mergers in the next 12 months [3][8]. Share Transfer Agreements - The company has entered into share transfer agreements involving the transfer of approximately 24.99% of its total shares, with the potential for a change in control to occur, as the new controlling entity will hold 29.99% of the shares [5][6]. - The completion of these share transfers is subject to regulatory approvals, which may introduce uncertainties regarding the timing and success of the transactions [9].

Group 1 - Lideman is planning a major asset restructuring by acquiring up to 70% of Beijing Xiansheng Xiangrui Biological Products Co., Ltd. This acquisition will grant Lideman control over the target company, which will become a subsidiary [1][2] - The target company specializes in in vitro diagnostic reagents and human vaccines, with products primarily used for tuberculosis screening, diagnosis, treatment, and innovative vaccine development. The acquisition will enhance Lideman's IVD business segment and overall competitiveness [2] Group 2 - Hehua Co. and Sanchao New Materials are planning control changes, leading to a suspension of their stocks starting July 31, 2025, for up to two trading days [3] - Changjiang Electric Power has approved an investment of approximately 26.6 billion yuan for the construction of the Gezhouba shipping capacity expansion project, with funding sourced from its own funds [4] Group 3 - Contemporary Amperex Technology Co., Ltd. (CATL) reported a 7.27% increase in revenue to 178.886 billion yuan and a 33.33% increase in net profit to 30.485 billion yuan for the first half of 2025. The company plans to distribute a cash dividend of 10.07 yuan per 10 shares [5] - Dingtong Technology reported a 73.51% increase in revenue to 0.785 billion yuan and a 134.06% increase in net profit to 0.115 billion yuan for the first half of 2025 [6] - XGIMI Technology expects a net profit of 88.662 million yuan for the first half of 2025, a significant increase of 2062.33% compared to the previous year [7] Group 4 - Jinchengzi is planning to acquire 55% of Changchun Samit Optoelectronics Technology Co., Ltd. through a combination of stock issuance and cash payment, with the stock suspension starting July 31, 2025, for up to 10 trading days [8] - Digital Certification is undergoing a change in its controlling shareholder due to the establishment of Beijing Data Group, which will involve the transfer of shares from its current controlling shareholder [9][10]

Core Viewpoint - The stock of Upwind New Materials (688585.SH) has experienced significant volatility and a sharp increase in price due to a proposed acquisition by Zhiyuan Robotics, leading to a temporary suspension of trading for verification purposes [1][3][4]. Group 1: Stock Performance and Trading Activity - Upwind New Materials' stock price rose from 7.78 yuan per share to a peak of 92.07 yuan per share, marking an increase of over 10 times year-to-date [1][3]. - The stock experienced a trading surge, with a peak increase of over 15% on July 30, 2025, and a closing increase of 9.37% on the same day [3]. - The stock has been under close monitoring by the exchange, with seven instances of severe trading volatility reported between July 9 and July 30, 2025 [4]. Group 2: Acquisition Details - Zhiyuan Robotics and its core team plan to acquire at least 63.62% of Upwind New Materials, which will result in a change of control to Deng Taihua and the core team, including "Zhi Hui Jun" [1][5]. - The acquisition is positioned as a significant case in the A-share market, marking a notable transaction under the new policies for mergers and acquisitions [5]. - The acquisition has sparked discussions regarding whether it constitutes a "backdoor listing," which Zhiyuan Robotics has denied, clarifying that it does not involve a major asset restructuring [5]. Group 3: Business Operations and Market Context - Upwind New Materials specializes in the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials [3][4]. - Zhiyuan Robotics has secured significant orders, including a major contract with China Mobile for humanoid biped robots, valued at approximately 124.05 million yuan [6]. - The company is exploring opportunities in automotive applications and international markets, targeting regions such as the Middle East, Southeast Asia, Japan, and South Korea [6].