Market Overview - On July 30, the A-share market showed mixed performance with the three major indices fluctuating. The total trading volume reached 1.87 trillion yuan, an increase of 41.7 billion yuan compared to the previous trading day, with over 3,500 stocks declining [1] - Market hotspots included sectors such as aquaculture, baby and child concepts, and dairy stocks, while sectors like digital currency, batteries, and cross-border payments saw declines [1] Stock Performance - A total of 48 stocks hit the daily limit up, with 12 stocks on consecutive limit up boards. The limit up rate was 72% (excluding ST and delisted stocks) [3] - Notable stocks included: - Tibet Tourism: 8 consecutive limit ups, closing at 25.64 yuan (+10.00%) [4] - Xining Special Steel: 8 limit ups in 7 days, closing at 4.20 yuan (+9.95%) [4] - Southern Road Machinery: 8 limit ups in 7 days, closing at 49.87 yuan (+9.99%) [4] - Happiness Blue Sea: 5 limit ups in 4 days, closing at 25.32 yuan (+20.00%) due to the release of the film "Nanjing Photo Studio" [4] Institutional Activity - The top three net buying stocks on the daily leaderboard were: - Yingweike: 5.74 billion yuan net buy, closing at 36.55 yuan (+9.99%) [6] - Baogang Co.: 3.74 billion yuan net buy, closing at 2.92 yuan (+10.19%) [6] - Xizang Tianlu: 2.18 billion yuan net buy, closing at 17.91 yuan (+3.95%) [6] - The top three net selling stocks were: - Construction Industry: 8.6 billion yuan net sell, closing at 38.81 yuan (-9.95%) [7] - Zhongyin Securities: 3.89 billion yuan net sell, closing at 16.11 yuan (-10.00%) [7] - Zhongtung High-tech: 3.53 billion yuan net sell, closing at 17.10 yuan (-10.00%) [7] Sector Insights - Yingweike is a provider of precision temperature control energy-saving solutions, with significant growth in liquid cooling technology for data centers expected in 2024 [9] - Baogang Co. confirmed a major contract for supplying rare earth alloy steel for a national key infrastructure project, enhancing its position in the market [9][11] - Xizang Tianlu focuses on engineering contracting and cement production, with a strong background in state-owned enterprises [12] Conclusion - The market exhibited a diverse range of performances across sectors, with notable activity in tourism, steel, and film-related stocks. Institutional buying and selling patterns indicate strategic movements in response to market conditions and company developments.

7月30日，A股三大指数涨跌不一。全天成交1.87万亿元，较前一交易日增量417亿元，全市场超3500股下跌。 市场热点聚焦水产养殖、婴童概念、乳业股，旅游酒店、影视概念活跃；数字货币、电池、小金属、跨境支付等板块走低。 今日共48股涨停，连板股总数12只，19股封板未遂，封板率为72%（不含ST股、退市股）。 焦点股方面，西藏旅游晋级8连板，超级水电概念股南方路机、西宁特钢8天7板，韩建河山8天6板，参与出品《南京照相馆》的幸福蓝海20CM5天4板。 | 代码 | 名称 | 价格 | 涨幅 | 几天几板 涨停分析 | 换手率 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 600749 | 西藏旅游 | 25.64 | +10.00% | 8连板 四藏+入境游增长+景区运营 | 4.18% | 2.4317. | | 600117 | 西宁特钢 | 4.20 | +9.95% | 8天7板 雅下水甲概念+特钢+产量增 | 7.39% | 10.03 7. | | 603280 | 南方路机 | 49.87 | +9.99% | 8天7板 水利工程+ ...

| 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买人金额(万) | 占总成交比例 | 卖出金額(万) | 占总成交比例 | 净额(万)0 | | 1 | 品素如果您提供服务有限公司等出租用信息按照 | 10次 40.00% | 0 | 6128.93 | 1.78% | 30.49 | 0.01% | 6098.45 | | 2 | 深般通专用 | 494 45 34% | ▶ | 4043.98 | 1.18% | 7906 50 | 2.30% | -3862 52 | | 3 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 906次 31.13% | A | 2743.94 | 0.80% | 1886.56 | 0.55% | 857.38 | | 4 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 569次 30.05% | | 2644.88 | 0.77% | 3334.59 | 0.97% | -689.71 ...

Core Viewpoint - Zhongtung High-tech (000657.SZ) experienced a limit down today with a turnover rate of 15.67% and a transaction volume of 3.439 billion yuan [1] Trading Activity - The top buying entity was "Zhen Ai Kun," which net bought 60.98 million yuan, while "Yue Wang Da Dao" was the top seller with a net sell of 61.85 million yuan [1] - The total buying from the top trading seats amounted to 181 million yuan, while total selling reached 533 million yuan, resulting in a net sell of 353 million yuan [1] Top Buying and Selling Entities - The top five buying entities accounted for a total buying amount of 180.54 million yuan, representing 5.25% of the total transaction volume [1] - The largest buying entity was Guotai Junan Securities with a purchase amount of 61.29 million yuan, making up 1.78% of the total transaction [1] - The largest selling entity was China Galaxy Securities with a negligible selling amount of 0.39 million yuan, which is 0.01% of the total transaction [1]

Group 1 - Zhongtung High-tech experienced a limit down today with a trading volume of 3.439 billion yuan and a turnover rate of 15.67% [1] - The post-market dragon and tiger list shows that Zhenai Kun seat net bought 60.984 million yuan, while Galaxy Dalian Huanghe Road net sold 242 million yuan [1] - One institutional special seat net sold 74.4353 million yuan [1]

Group 1 - The stock of Zhongtung Gaoxin fell by 10.00% today [1] - The trading volume reached 3.439 billion yuan, with a turnover rate of 15.67% [1] - Post-market data shows that Zhenai Kun's trading seat had a net purchase of 60.9845 million yuan [1] Group 2 - The trading seat of Galaxy Dalian Huanghe Road had a net sell of 242 million yuan [1] - One institutional special seat had a net sell of 74.4353 million yuan [1]

证券之星消息，7月30日小金属板块较上一交易日下跌2.02%，中钨高新领跌。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%。小金属板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600281 | 华阳新材 | 1030.21万 | 4.79% | -39.21万 | -0.18% | -991.00万 | -4.61% | | 002978 安宁股份 | | -101.99万 | -0.61% | 659.43万 | 3.92% | -557.44万 | -3.32% | | 301026 浩通科技 | | -362.11万 | -4.91% | -383.97万 | -5.20% | 746.08万 | 10.11% | | 600301 | 华锡有色 | -1089.62万 | -5.40% | 684.50万 | 3.39% | 405. ...

证券日报网讯博云新材（002297）7月30日在互动平台回答投资者提问时表示，公司下属子公司博云东 方的硬质合金产品有向中钨高新（000657）、中信重工（601608）等上市公司或其下属公司供货。 ...

New Stock Listings - HanGao Group listed on July 30, 2025, with an issue price of 15.43[1] - *ST Zitian and *ST Suwu are under severe abnormal fluctuations as of July 30, 2025[1] - Tianlu Convertible Bonds listed on July 30, 2025, with a risk warning[1] Market Alerts - Multiple stocks including *ST Xinchao and *ST Yuancheng are flagged for severe abnormal fluctuations on July 30, 2025[1] - New listings include companies like Xianghe Precision and Shenshui Planning, with announcements made on July 30, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1] Trading Insights - The report highlights the importance of monitoring newly listed stocks for potential volatility and investment opportunities[1] - Investors are advised to review the latest announcements and risk warnings associated with these stocks to make informed decisions[1]

Group 1 - Several high-profile stocks experienced significant declines, with Construction Industry hitting the limit down, and companies like China Tungsten High-Tech, Dongxin Peace, Bank of China Securities, Honghe Technology, Shijia Photon, and Shenghe Resources dropping over 8% [1]