Market Performance - The three major A-share indices collectively declined on the 20th, with the Shanghai Composite Index down 0.05%, the Shenzhen Component Index down 0.66%, and the ChiNext Index down 1.71% [2] - The North Stock 50 Index fell by 0.39%, and the total trading volume in the Shanghai and Shenzhen markets reached 15,350 billion yuan, a decrease of 1,430 billion yuan compared to the previous day [2] - Over 3,400 stocks in the market experienced declines [2] Sector Performance - The liquor, small metals, and tourism and hotel sectors showed strength, while the Huawei Pangu and film and television sectors underwent adjustments [2] - The liquor sector continued to perform strongly, with stocks like Jiu Gui Jiu hitting the daily limit and She De Jiu Ye rising over 7% [2] - The small metals sector also saw gains, with Dongfang Zirconium and Yunnan Germanium both hitting the daily limit [2] - The tourism and hotel sector rose, with Quan Ju De reaching the daily limit [2] - Conversely, the Huawei Pangu sector adjusted, with stocks like Beixin Source and Yangguang Nuohe dropping over 5% [2] - The film and television sector faced corrections, with Ciwen Media nearing the daily limit down and Huace Film and Television falling over 7% [2]

Market Overview - The market experienced fluctuations with the Shanghai Composite Index down by 0.06%, the Shenzhen Component down by 0.66%, and the ChiNext Index down by 1.71% as of the midday close [1][2] Sector Performance - Despite the overall market decline, liquor stocks showed resilience, with JiuGuiJiu achieving two consecutive trading limits [1] - The non-ferrous metal sector saw strong performance, with stocks like Luoping Zinc and Yunnan Zinc Industry hitting the daily limit [1] - AI glasses concept stocks were active, with Kosen Technology achieving four consecutive trading limits [1] - Conversely, the CRO sector experienced adjustments, while communication equipment and fintech sectors faced the largest declines [1] Concept Index Performance - The top-performing concept indices included Plant Lighting (up 4.46%), 3D Glass (up 2.81%), and AI Glasses (up 2.33%) [3] - Underperforming sectors included F5G concept (down 2.29%), Hepatitis concept (down 2.40%), and Web3.0 (down 2.46%) [3]

证券时报·数据宝统计显示，涨停个股中，主板有58只，创业板4只，科创板1只。以所属行业来看，上 榜个股居前的行业有电子、汽车、医药生物行业，上榜个股分别有11只、10只、5只。 涨停股中，ST中迪、*ST兰黄等10只股为ST股。连续涨停天数看，ST华鹏、科森科技等已连收4个涨停 板，连续涨停板数量最多。从上午收盘涨停板封单量来看，合力泰最受资金追捧，上午收盘涨停板封单 有11112.09万股，其次是三安光电、华映科技等，涨停板封单分别有11041.17万股、8083.08万股。以封 单金额计算，三安光电、海能达、云南锗业等涨停板封单资金最多，分别有15.93亿元、9.82亿元、9.11 亿元。（数据宝） 截至上午收盘，上证指数报收3725.22点，下跌0.06%；深证成指收于11743.76点，下跌0.66%；创业板 指下跌1.71%；科创50指数上涨0.38%。 两市涨停股一览 不含当日上市新股，今日可交易A股中，上涨个股有1820只，占比33.82%，下跌个股有3386只，平盘个 股175只。其中，收盘股价涨停的有63只，跌停股有10只。 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板 ...

Group 1 - A-shares experienced significant activity with 63 stocks hitting the daily limit up and 10 stocks hitting the limit down on August 20 [1] - The liquid metal concept saw strong performance, with Dongfang Zirconium hitting the limit up [1] - The small metal sector also showed strength, with Yunnan Zinc Industry achieving two consecutive limit up days [1] Group 2 - ST Gaohong faced a continuous decline with eight consecutive limit down days [2] - Aili Home and ST Nanzhi both experienced two consecutive limit down days [2] - ST Huarong and Xintian Pharmaceutical also hit the limit down [2]

Market Overview - The three major indices collectively declined, with the Shanghai Composite Index down 0.05%, the Shenzhen Component Index down 0.66%, and the ChiNext Index down 1.71% [1] - The North China 50 Index fell by 0.39%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.535 trillion yuan, a decrease of 143 billion yuan compared to the previous day [1] - Over 3,400 stocks in the market experienced declines [1] Sector Performance - The liquor, small metals, and tourism and hotel sectors showed strength, while the Huawei Pangu and film and television sectors faced adjustments [1] - The liquor sector continued to perform well, with Jiugui Liquor hitting the daily limit and Shede Liquor rising over 7% [1] - The small metals sector also saw gains, with Dongfang Zirconium and Yunnan Zinc Industry both hitting the daily limit [1] - The tourism and hotel sector rose, with Quanjude reaching the daily limit [1] - Conversely, the Huawei Pangu sector adjusted, with Beixin Source and Sunshine Nuohe both dropping over 5% [1] - The film and television sector faced declines, with Ciweng Media nearing the daily limit down and Huace Film falling over 7% [1]

Group 1: Market Performance - The non-ferrous metal sector led the market, with the Non-Ferrous Metal Leader ETF (159876) reaching an intraday increase of 1.87% and currently up by 1.15% [1] - The ETF saw a net subscription of 600,000 units, with a total net inflow of 11.29 million yuan over the past three days [1] - Key stocks such as Innovation New Materials, Huaxi Nonferrous, and Yunnan Zhenye hit the daily limit, while Huayu Mining rose over 8% [1] Group 2: Tariff Impact - The U.S. Department of Commerce announced the inclusion of 407 product categories in the steel and aluminum tariff list, with a tax rate of 50%, effective immediately [3] - This expansion of tariffs is expected to boost demand for safe-haven assets, with gold projected to rise in value [3] - The small metal sector, particularly tungsten, is experiencing price increases due to tightening supply and strong emerging demand [3] Group 3: Future Outlook - CITIC Securities anticipates that the non-ferrous metal sector will benefit from monetary easing due to the Federal Reserve's interest rate cuts and domestic production optimization efforts [4] - The industrial metal sector is currently undervalued, indicating potential for upward correction [4] - The supply-demand balance for industrial metals like copper and aluminum is tightening, driven by limited supply and strong demand from emerging industries [5] Group 4: Investment Strategy - The Non-Ferrous Metal Leader ETF (159876) and its linked funds are designed to track the CSI Non-Ferrous Metal Index, which includes a diversified portfolio of metals such as copper, aluminum, gold, rare earths, and lithium [5] - This diversification helps mitigate risks associated with investing in single metal sectors, making it suitable for inclusion in investment portfolios [5]

【导读】白酒股强势走高，基本金属概念股多股涨停 中国基金报记者李智 一起来看下最新的市场情况及资讯。 8月20日早盘，A股主要指数走弱，创业板指一度跌逾2%，随后震荡拉升，截至发稿，沪指涨0.04%，深成指跌0.53%，创业板指跌1.56%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3728.94 | 11759.56 | 1610.60 | | +1.65 +0.04% | -62.07 -0.53% | +13.93 +0.87% | | 科创50 | 创业板指 | 万得全A | | 1110.48 | 2561.18 | 5900.46 | | -1.79 -0.16% | -40.56 -1.56% | -13.15 -0.22% | 从板块来看，白酒股强势走高，基本金属、航空、能源设备等板块走强；而软件、互联网、生物科技等方向震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ...

Market Overview - A-shares showed weakness in the morning session, with the ChiNext Index dropping over 2% at one point, but later rebounded slightly, with the Shanghai Composite Index up 0.04% and the Shenzhen Component down 0.53% [2][3] Sector Performance - Strong performance in the liquor sector, with stocks like Guizhou Moutai and Wuliangye seeing significant gains. Basic metals, aviation, and energy equipment sectors also showed strength, while software, internet, and biotechnology sectors experienced fluctuations [7][10][13] - The liquor industry is reportedly in a rapid bottoming phase, with leading companies adjusting channel structures and enhancing market development capabilities, potentially benefiting from a gradual recovery in consumption [13] Stock Highlights - Notable gainers in the liquor sector included: - JiuGui Jiu (涨停) [10] - SheDe JiuYe (涨幅 6.54%) [12] - GuoJing Gong Jiu (涨幅 4.82%) [12] - In the basic metals sector, companies like: - LuoPing Zinc Electric (涨幅 10.03%) [16] - YunNan GeYuan (涨幅 9.99%) [16] - DongFang ZuoYe (涨幅 10.01%) [16] Strategic Insights - The strategic significance of rare earth metals is increasing amid "de-globalization," with the U.S. Department of Defense acquiring a stake in MP Materials and China implementing export controls to combat illegal exports [17]

来源：上海证券报·中国证券网 上证报中国证券网讯 8月20日早盘，有色金属板块震荡走强，截至9时42分，罗平锌电、金田股份、云 南锗业涨停，金力永磁、锡业股份、丰华股份、株冶集团涨逾5%，华锡有色等跟涨。 | 序号 代码 | | 名称 | 最新 | 涨幅% ↑ | | --- | --- | --- | --- | --- | | 1 | | 002114 罗平锌电 | 8.01 | 10.03 | | 2 | 601609 | 等田股份 | 14.75 | 9.99 | | 3 | 002428 | 云南省V | 28.40 | 9.99 | | র্ব | | 300748 金力永磁 | 30.50 | 5.76 | | 5 | | 000960 锡业股份 | 19.40 | ર્સ્ટ | | 6 | | 600615 丰安股份 | 14.40 | 5.57 | | 1 | | 600961 株冶集团 | 12.95 | 5.20 | | 8 | 600301 | 华锡有色 | 27.32 | 3.88 | 来源：choice金融终端 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月20日｜A股开盘，三大指数集体低开，沪指跌0.28%。深证成指跌0.61%，创业板指跌1.14%。 盘面上，光伏设备板块高开，华民股份20cm涨停，艾能聚涨超5%，工信部再次组织召开光伏产业座谈 会，规范光伏产业竞争秩序；小金属板块盘初拉升，云南锗业(002428)涨超7%，北方稀土(600111)涨超 2%；铜缆高速连接概念低开，奕东电子、瑞可达跌超6%；液冷服务器概念调整，康盛股份(002418)跌 近7%，工业富联(601138)、金田股份跌超4%。(格隆汇) ...