Group 1 - A-shares briefly surpassed 3600 points but declined in the afternoon, with market sentiment affected by the performance of major stocks like China Energy Engineering Group [1] - The number of stocks hitting the daily limit dropped significantly to 30, indicating market differentiation [1] - The focus of upcoming speculation may shift towards genuine beneficiaries of the Xiong'an New Area development [1] Group 2 - Top trending stocks in A-shares include China Energy Engineering, China Power Construction, Xuerun Group, Dongfang Electric, Tibet Tianlu, Yahua Group, Zhejiang Fu Holdings, Rainbow Group, Shanhe Intelligent, and China National Machinery Industry Corporation [2] - Major players in the Yajiang hydropower concept stocks are China Energy Engineering and China Power Construction, both maintaining strong positions [2] - The establishment of China Fusion Energy Co., with a total capital increase of 11.5 billion, has made controlled nuclear fusion a market focus [2]

Group 1: Liquidity and Performance of Rare Metal ETF - The Rare Metal ETF had an intraday turnover of 5.9%, with a transaction volume of 58.84 million yuan [3] - As of July 22, the average daily transaction volume over the past week reached 65.15 million yuan, ranking first among comparable funds [3] - The latest scale of the Rare Metal ETF reached 987 million yuan, marking a three-month high and also ranking first among comparable funds [3] - In the past week, the ETF's shares increased by 79.2 million, achieving significant growth and leading among comparable funds [3] - The latest net inflow of funds into the Rare Metal ETF was 5.79 million yuan, with a total of 39.52 million yuan net inflow over three out of the last five trading days [3] - Over the past year, the net value of the Rare Metal ETF increased by 43.98%, ranking 443 out of 2931 index equity funds, placing it in the top 15.11% [3] - Since its inception, the ETF's highest monthly return was 24.02%, with the longest consecutive monthly gains being three months and the longest gain percentage being 14.06% [3] - The average return during the rising months was 7.76%, and the annualized return over the past three months exceeded the benchmark by 7.14% [3] Group 2: Market Trends and Key Stocks - Domestic anti-involution measures are intensifying, combined with recent overseas fiscal and monetary easing, leading to strong overall performance in the metal sector [4] - The price of polysilicon has successfully continued to recover, boosting market confidence, which has spilled over to lithium carbonate and alumina [4] - Lithium, cobalt, and rare earths have found price bottoms from a cost perspective, with recent independent factors driving price increases: stricter mining rights reviews for lithium, export bans in the Democratic Republic of Congo for cobalt, and strategic enhancements and shortages for rare earths [4] - As of June 30, 2025, the top ten weighted stocks in the CSI Rare Metal Theme Index included Salt Lake Co., Northern Rare Earth, Luoyang Molybdenum, Huayou Cobalt, Ganfeng Lithium, Tianqi Lithium, China Rare Earth, Western Superconductor, Zhongmin Resources, and Xiamen Tungsten, collectively accounting for 54.07% [4] Group 3: Stock Performance - Salt Lake Co. decreased by 0.49% with a weight of 8.51% [6] - Northern Rare Earth increased by 3.32% with a weight of 8.47% [6] - Luoyang Molybdenum decreased by 0.22% with a weight of 7.95% [6] - Huayou Cobalt increased by 1.24% with a weight of 6.76% [6] - Ganfeng Lithium decreased by 0.79% with a weight of 5.12% [6] - Tianqi Lithium decreased by 0.71% with a weight of 4.46% [6] - China Rare Earth increased by 0.32% with a weight of 3.62% [6] - Western Superconductor increased by 0.10% with a weight of 3.16% [6] - Zhongmin Resources increased by 0.31% with a weight of 3.13% [6] - Xiamen Tungsten decreased by 0.86% with a weight of 2.68% [6] - Investors can also participate in the rare metal sector through the Rare Metal ETF linked fund (014111) [6]

Group 1 - The A-share market showed strong momentum with the Shanghai Composite Index aiming for a five-day winning streak, reaching a new high for the year, driven by the popularity of the Yajiang Hydropower Station concept stocks [1] - As of July 22, the total margin balance in the A-share market reached 19,196.13 billion yuan, an increase of 150.48 billion yuan from the previous trading day, indicating a recovery in trading sentiment [1] - Central Huijin significantly increased its holdings in exchange-traded funds (ETFs) in Q2 2025, with a total purchase exceeding 190 billion yuan, highlighting its role in stabilizing the market and boosting investor confidence [1] Group 2 - The A500 ETF (512050) allows investors to easily invest in leading companies across various sectors, tracking the CSI A500 Index with a balanced industry allocation and a focus on leading firms [2] - The A500 ETF covers all 35 sub-sectors of the market, combining value and growth attributes, and is overweight in emerging sectors such as AI, pharmaceuticals, and renewable energy compared to the CSI 300 Index [2]

7月22日，上证指数上涨0.62%，深证成指上涨0.84%，创业板指上涨0.61%。盘后龙虎榜数据显示，共 有46只个股因当日异动登上龙虎榜，资金净流入最多的是先惠技术（688155.SH），达1.72亿元。 据21投资通智能监测，31只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及16只。 1.72亿元资金抢筹先惠技术，2.99亿元资金出逃恒宝股份 46只上榜的龙虎榜个股中，16只个股被净买入，30只个股被净卖出。其中，资金净买入最多的是先惠技 术，达1.72亿元，占总成交金额的18.22%。先惠技术当日收盘上涨15.48%，换手率为13.28%。 而龙虎榜中资金净流出最多的是恒宝股份（002104.SZ），被净卖出为2.99亿元，占总成交金额的 5.6%。恒宝股份收盘上涨6.25%，换手率为40.34%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | 恒宝股份 | 6.25% | -29933 | 5.6% | 40.34% | | 国机重装 | 10.06 ...

Group 1 - Yahua Group's stock reached the daily limit, with a turnover rate of 17.93% and a transaction volume of 2.725 billion yuan, showing a fluctuation of 3.71% [1] - Institutional investors net sold 289 million yuan, while the Shenzhen Stock Connect saw a net sell of 2.883 million yuan, with total net buying from brokerage seats amounting to 175 million yuan [1][2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 9.42%, with the top five trading seats collectively transacting 653 million yuan, resulting in a net sell of 143 million yuan [1] Group 2 - As of July 21, the margin trading balance for Yahua Group was 627 million yuan, with a financing balance of 623 million yuan and a securities lending balance of 3.219 million yuan [2] - Over the past five days, the financing balance increased by 46.343 million yuan, representing an 8.03% growth, while the securities lending balance rose by 824,600 yuan, a 34.44% increase [2] - The top five buying and selling brokerage seats included significant transactions from institutions, with the largest buy from Shenzhen Stock Connect at 61.111 million yuan and the largest sell from institutional seats totaling 102.828 million yuan [2]

Market Overview - On July 22, the Shanghai Composite Index rose by 0.62% to 3581 points, the Shenzhen Component Index increased by 0.84%, and the ChiNext Index gained 0.61% with over 2500 stocks rising in the market [1] - The hydropower concept stocks continued to surge, with companies like China National Building Material and China Railway Heavy Industry hitting the daily limit [1] Key Stocks - **Shangwei New Materials**: Achieved a 20% increase, marking its 10th consecutive limit-up, setting a record for A-shares [3][12] - **Liu Steel**: Experienced a 9.94% rise, marking its 6th consecutive limit-up [2] - **Beihua Co.**: Increased by 10.02%, supported by military and central enterprise backing [2] - **Yahua Group**: Rose by 9.99%, with significant trading volume and institutional selling pressure [8][11] Institutional Activity - The top net buying stocks included Fangda Special Steel with a net purchase of 1.63 billion yuan and Sai Li Medical with 8249.85 million yuan [20][21] - Conversely, the top net selling stocks were Hengbao Co. with a net sell of 2.99 billion yuan and Guoji Heavy Industry with 2.70 billion yuan [5][21] Sector Performance - The infrastructure sector, particularly steel and cement stocks, showed strong performance with multiple stocks hitting their daily limits [3] - The AI sector, represented by stocks like Zhiyuan AI, faced declines, contrasting with the gains in traditional sectors [1] Trading Dynamics - The trading volume for Shangwei New Materials reached 14 billion yuan with a turnover rate of 7.56% [12] - Yahua Group's trading volume was 27.25 billion yuan, with a turnover rate of 17.93% [8][9] Company Developments - **Yahua Group**: Noted for its leading position in the civil explosives industry and significant production capacity in lithium salt products, achieving a 63.40% year-on-year increase in sales [11] - **Shangwei New Materials**: Transitioning to new ownership under the core team of Zhiyuan Robotics, which is expected to enhance its market position [15]

证券代码：002497 证券简称：雅化集团 公告编号：2025-36 四川雅化实业集团股份有限公司 （以下简 称"《上市规则》"）等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、 意向、协议等；公司董事会也未获悉公司有根据《上市规则》等有关规定应予以披露而未 披露的、对公司股票及其衍生品种交易价格产生较大影响的信息；公司前期披露的信息 不存在需要更正、补充之处。 四、风险提示 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 四川雅化实业集团股份有限公司（以下简称"公司"）股票（股票简称：雅化集团， 股票代码：002497）交易价格连续三个交易日（2025 年 7 月 18 日、2025 年 7 月 21 日、 规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实的相关情况说明 针对公司股票交易异常波动，公司对有关事项进行核查，并通过书面问询方式，对 公司控股股东及实际控制人就相关问题进行了核实，现将有关情况说明如下： 未公开重大信息。 或处于筹划阶段的重大事项。 三、不存在应披露而未披露信息的说明 公 ...

证券代码：002497 证券简称：雅化集团 公告编号：2025-36 四川雅化实业集团股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 四川雅化实业集团股份有限公司（以下简称"公司"）股票（股票简称：雅化集团， 股票代码：002497）交易价格连续三个交易日（2025 年 7 月 18 日、2025 年 7 月 21 日、 2025 年 7 月 22 日）日收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所交易 规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实的相关情况说明 针对公司股票交易异常波动，公司对有关事项进行核查，并通过书面问询方式，对 公司控股股东及实际控制人就相关问题进行了核实，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 1、经自查，公司不存在违反信息公平披露的情形。 2、公司预计于 2025 年 8 月 20 日披露《2025 年半年度报告》，目前 2025 年半年度财 1 务数据正在核算中，未对外提供。 2、公司未发现近期公 ...

金十数据7月22日讯，雅化集团公告称，公司股票交易价格连续三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况。经核实，公司前期披露的信息不存在需要更正、补充之处，未发 现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息，公司目前经营 情况正常，内外部经营环境未发生重大变化，公司、控股股东和实际控制人不存在关于本公司的应披露 而未披露的重大事项，或处于筹划阶段的重大事项。公司董事会确认，公司目前没有任何根据《深圳证 券交易所股票上市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、 协议等。 雅化集团：目前经营情况正常 不存在公司应披露而未披露的重大事项 ...

雅化集团（002497）今日涨停，成交额27.25亿元，换手率17.93%，盘后龙虎榜数据显示，深股通专用席位买入6111.11万元并卖出 8995.09万元，有4家机构专用席位净卖出2.89亿元。 | 上榜原因:日涨幅偏离值达7%的证券 | | | | | 更多个股解读> | | --- | --- | --- | --- | --- | --- | | 营业部名称 | 买入金额(元) | 占总成交比例 | 卖出金额(元) | 占总成交比例 | 净额(元) | | 深股通专用 | 6111.11万 | 2.24% | 8995.09万 | 3.30% | -2883.98万 | | 国泰海通证券股份有限公司成都北一环路证券营业部 成都系 | 6031.22万 | 2.21% | 244.50万 | 0.09% | 5786.72万 | | 国信证券股份有限公司北京分公司 | 5490.54万 | 2.02% | 236.99万 | 0.09% | 5253.55万 | | 华鑫证券有限责任公司深圳益田路证券营业部 益田路 | 4614.64万 | 1.69% | 1357.06万 | 0.50% | 325 ...