7月23日，上证指数上涨0.01%，深证成指下跌0.37%，创业板指下跌0.01%。盘后龙虎榜数据显示，共 有58只个股因当日异动登上龙虎榜，资金净流入最多的是雪人集团（002639.SZ），达2.44亿元。 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18只。 2.44亿资金抢筹雪人集团，2.95亿资金出逃天山股份 58只上榜的龙虎榜个股中，23只个股被净买入，35只个股被净卖出。其中，资金净买入最多的是雪人集 团，达2.44亿元，占总成交金额的10.27%。雪人集团当日收盘上涨10%，换手率为32.19%。 | 名称 | 涨跌幅 | 戊席榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 雪人集团 | 10% | 24375 | 10.27% | 32.19% | 买一主买,成功率4 | | | | | | | 7.39% | | 凯龙股份 | 0.64% | 13355 | 6.45% | 41.57% | 上海资金买入,成功 | | | ...

两市全天特大单净流出257.47亿元，其中20股特大单净流入超2亿元，东方财富特大单净流入11.48亿 元，特大单净流入资金居首。 从申万一级行业来看，今日有9个行业特大单资金净流入，非银金融特大单净流入规模居首，净流入资 金27.51亿元，该行业指数今日上涨1.29%，其次是钢铁，今日下跌0.01%，净流入资金为5.52亿元，净 流入资金居前的还有计算机、环保等行业。 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 300059 | 东方财富 | 23.71 | 0.72 | 11.48 | 非银金融 | | 002639 | 雪人集团 | 11.44 | 10.00 | 7.18 | 机械设备 | | 600010 | 包钢股份 | 2.29 | 4.57 | 7.01 | 钢铁 | | 002670 | 国盛金控 | 15.38 | 4.98 | 6.89 | 非银金融 | | 600030 | 中信证券 | 29.78 | 2.94 | 5.11 | 非银金融 | | 601 ...

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 雅下水电概念 | 4.15 | 兵装重组概念 | -4.64 | | 高压氧舱 | 1.55 | 海南自贸区 | -4.19 | | 互联网保险 | 0.56 | 中船系 | -2.76 | | 细胞免疫治疗 | 0.56 | 成飞概念 | -2.50 | | 基因测序 | 0.44 | 特高压 | -2.38 | | CRO概念 | 0.43 | 柔性直流输电 | -2.30 | | 国家大基金持股 | 0.33 | 水泥概念 | -2.21 | | MLOps概念 | 0.33 | 国产航母 | -2.11 | | 智谱AI | 0.33 | 房屋检测 | -1.83 | | DRG/DIP | 0.27 | 军民融合 | -1.80 | 资金面上看，今日雅下水电概念板块获主力资金净流出81.35亿元，其中，21股获主力资金净流入，5股 主力资金净流入超亿元，净流入资金居首的是雪人集团，今日主力资金净流入6.73亿元，净流入资金居 前的还有中国电建、浙富控股 ...

7月23日，A股窄幅震荡。截至9:37，沪指涨0.33%，深成指涨0.02%，创业板指涨0.07%。 盘面上，雅下水电概念继续发酵，民爆、高压氧舱、工程机械等板块继续领涨，两大龙头中国电建、中国能建斩获3连板，西藏天路、华新水泥、西宁特钢 等多股也均涨停。可控核聚变概念走高，浙富控股涨停。此外，传统金融板块止跌回升，证券、保险、银行反弹；养殖、白酒等板块也有所表现。下跌方 面，军工、电池、医药、AI应用端等板块跌幅居前。 展望后市，招商证券表示，上证指数已经突破我们提到的扭亏阻力位，市场也逐渐产生了增量资金流入的正反馈。站上扭亏阻力后，A股走牛的宏大叙事将 会徐徐展开 热门板块 1、雅下水电概念延续强势 雅下水电概念股维持强势，两大龙头中国电建、中国能建斩获3连板，西藏天路、华新水泥、西宁特钢等多股也均涨停。 点评：国信证券表示，雅鲁藏布江下游水电工程的正式开工，是中国基建领域近期最引人注目的事件之一。这一超级工程的启动，不仅将极大提升中国清洁 能源供应能力，优化能源结构，更重要的是，它将带动巨大的投资需求，涉及多个产业链环节，为相关产业带来显著增长空间。 | | 雅鲁藏布江水电站(02GN2378) | | ...

Group 1: Market Trends - The sales of "cooling" appliances have surged due to high temperatures across the country, with sales of cooling fans with humidifying functions and air circulation fans increasing by over 62% and 89% year-on-year, respectively [1] - Air conditioner sales and installations have also seen significant growth, with a store manager reporting weekend sales reaching 300-350 units and weekday sales around 100-150 units, leading to a 2.3 times increase in average installation volume [1] - The demand for ice has rapidly increased, with ice production in Zhengzhou reaching nearly 300 tons daily, and sales doubling [1] Group 2: Product Performance - Ice-making refrigerators, home ice makers, and ice-making drinking machines have gained popularity, with Bosch reporting over 200% year-on-year growth in sales and revenue for its ice-making products in Q2 [2] - A store manager noted a 60% increase in customer inquiries for refrigerators with ice-making capabilities, with over 150 units sold in just one week [2] - Small Bear Electric reported a 20% year-on-year increase in ice maker sales from April to June, along with strong performance in other related products [2] Group 3: Industry Insights - The surge in ice-making appliances is attributed to the previous year's exposure of ice demand in cold drink scenarios and the entry of leading brands enhancing product experience and awareness [3] - Despite the rapid growth in the first half of the year, there is still room for continued expansion in the ice-making appliance market, with expectations of price reductions as leading brands increase their presence [3] - Other companies such as Midea and Supor are also entering the market for home ice makers and ice-making drinking machines [3]

Investment Rating - The report maintains a "Buy" recommendation for the superconducting materials industry, particularly focusing on high-temperature superconductors [2]. Core Insights - The breakthrough in high-temperature superconducting wire technology is expected to advance the commercialization of Tokamak nuclear fusion devices, which are the mainstream technology for nuclear fusion globally [1][9]. - The market for high-temperature superconducting materials is projected to grow at a CAGR of over 20% from 2023 to 2028, with the market size expected to reach $2.15 billion by 2028, up from $850 million in 2023 [5][28]. - The competitive landscape for second-generation high-temperature superconducting wires is favorable, with key suppliers including Shanghai Superconductor and Eastern Superconductor, which hold significant market shares [5][29]. Summary by Sections 1. What are Superconductors and Superconducting Materials? - Superconducting materials exhibit zero electrical resistance and the ability to expel magnetic fields under certain conditions, significantly enhancing the magnetic field strength in Tokamak devices, thus reducing construction costs [9][10]. 2. Composition, Barriers, and Applications of Superconducting Magnets - Superconducting magnets constitute about 30% of the cost of Tokamak devices, with superconducting wires being the primary cost component [34]. - The main technical barriers in superconducting magnet manufacturing include material performance, conductor technology, winding techniques, and protection against quenching [38]. 3. Company Analysis in the Superconducting Sector - Key players in the superconducting wire segment include: - **Western Superconductor**: Leading in low-temperature superconducting materials and the only supplier of NbTi wire for ITER in China [46]. - **Shanghai Superconductor**: A leader in high-temperature superconducting wire with an IPO in progress, holding over 80% market share domestically [50]. - **Eastern Superconductor**: A subsidiary of Yongding Co., focusing on high-temperature superconducting wire production [64]. - **Lianchuang Optoelectronics**: Engaged in high-temperature superconducting magnet production and has secured contracts for significant projects [69]. - **Xue Ren Co. and Ice Wheel Environment**: Suppliers of helium gas compression systems essential for low-temperature superconducting applications [71][74].

Group 1 - The controllable nuclear fusion sector is experiencing a significant upward trend, with companies like Wangzi New Materials (002735) hitting the daily limit increase [1] - Baobian Electric (600550) has seen an increase of over 4% in its stock price [1] - Other companies such as Hezhong Intelligent (603011), Xue Ren Group (002639), and Zhongtai Co., Ltd. (300435) are also witnessing gains [1]

Group 1 - The company held its sixth (temporary) board meeting on July 2, 2025, with all seven directors present, complying with relevant regulations [1][2] - The board approved a proposal to change the company's stock abbreviation to "Snowman Group," which aligns with the strategic development of the company and enhances its brand image [2]

Group 1 - The company has changed its securities abbreviation from "Snowman Co., Ltd." to "Snowman Group" to align with its group development strategy [1][2] - The change in abbreviation reflects the company's transformation into a holding group and aims to enhance its brand image [1] - The new abbreviation will take effect on July 3, 2025, and the company's securities code and full name will remain unchanged [2] Group 2 - The company completed the necessary business registration changes in July 2024 and received a new business license from the Fujian Provincial Market Supervision Administration [1] - The board of directors approved the change in abbreviation during a meeting held on July 2, 2025 [1]

IPO Dynamics - Luxshare Precision (002475.SZ) is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and financing capabilities. The details are yet to be confirmed, and the issuance will not change the control of the company [2] Corporate Governance - New Hope announced that independent director Peng Long is under disciplinary review and investigation for serious violations. This will not significantly impact the company's operations [3] - Digital China (000034.SZ) also reported that independent director Peng Long is under similar scrutiny, with no impact on daily management [10] Financing Activities - CITIC Securities (601066.SH) received approval from the China Securities Regulatory Commission to publicly issue perpetual subordinated bonds totaling up to 20 billion yuan. The approval is valid for 24 months [5] Mergers and Acquisitions - Hainan Highway (000886.SZ) plans to acquire a 51.0019% stake in Jiaokong Petrochemical, which will make it a subsidiary and is expected to constitute a major asset restructuring [7] Legal Matters - Tianci Materials (002709.SZ) has filed a lawsuit for trade secret infringement against several companies, claiming economic losses of 887 million yuan and legal fees of 1.15 million yuan [11] Corporate Announcements - Xue Ren Group (002639.SZ) has changed its stock name from "Xue Ren Shares" to "Xue Ren Group" to align with its group development strategy [13] - Guotian Group (002482.SZ) announced the resignation of Chairman Yu Qi due to work adjustments, which will not affect the company's operations [14] - Jiangnan Water (601199.SH) reported that shareholder Lianan Life increased its stake by 4.699 million shares, representing a 5.03% increase, without changing the major shareholder structure [15]