（原标题：数据复盘丨汽车、医药生物等行业走强 龙虎榜机构抢筹11股） 7月16日，上证指数全天窄幅震荡；深证成指、创业板指早盘冲高回落，午后持续回落；科创50指数早盘冲高回落，午后窄幅震荡。截至收盘，上 证指数报3503.78点，跌0.03%，成交额5724.19亿元；深证成指报10720.81点，跌0.22%，成交额8696.23亿元；创业板指报2230.19点，跌0.22%，成 交额4290.19亿元；科创50指数报997.63点，涨0.14%，成交额268.93亿元。沪深两市合计成交14420.42亿元，成交额较上一交易日减少1700.22亿 元。 汽车、医药生物等行业走强 上纬新材6连板 盘面上来看，行业板块、概念涨多跌少。其中，汽车、医药生物、教育、轻工制造、纺织服饰、农林牧渔、塑料制品、机械设备等行业涨幅靠 前；同步磁阻电机、盲盒经济、创新药、地热能、宠物经济、中药、工业大麻、人形机器人、短剧互动游戏等概念走势活跃。保险、钢铁、银 行、有色金属、建筑材料、煤炭等行业跌幅居前；低碳冶金、PCB、复合集流体、钛白粉、稀土永磁、锂矿等概念走势较弱。涨停个股主要集中 在汽车、医药生物、机械设备、轻工制造、 ...

| 证券代码：002645 | 证券简称：华宏科技 | 公告编号：2025-053 | | --- | --- | --- | | 债券代码：127077 | 债券简称：华宏转债 | | 2、公司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； 3、近期公司经营情况及内外部经营环境未发生重大变化； 江苏华宏科技股份有限公司 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的内容真实、准确、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 江苏华宏科技股份有限公司（以下简称"公司"）（证券简称：华宏科技； 证券代码：002645）股票交易价格于 2025 年 7 月 15 日、2025 年 7 月 16 日连续 两个交易日收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所的有关规定， 属于股票交易异常波动的情况。 二、公司关注并核实相关情况 针对公司股票交易异常波动，公司就相关事项进行了核实，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； 2、公司于 2025 年 7 月 15 日披露了《2025 年半年度业 ...

Market Performance - The rare earth permanent magnet sector declined by 0.85%, ranking among the top declines in concept sectors as of July 16 [1] - Notable decliners in the sector included Ningbo Yunsheng, Huicheng Environmental Protection, and Jingyuntong, while Huahong Technology, Longci Technology, and Shenghe Resources saw increases of 10.04%, 5.64%, and 4.71% respectively [1] Capital Flow - The rare earth permanent magnet sector experienced a net outflow of 2.043 billion yuan, with 45 stocks seeing net outflows and 5 stocks exceeding 100 million yuan in outflows [2] - Ningbo Yunsheng led the outflow with 388 million yuan, followed by Huicheng Environmental Protection, Northern Rare Earth, and Hengdian East Magnet with outflows of 361 million yuan, 277 million yuan, and 196 million yuan respectively [2] Top Gainers and Losers - The top gainers in the rare earth permanent magnet sector included Shenghe Resources, Xiamen Tungsten, and China Rare Earth, with net inflows of 143 million yuan, 35.25 million yuan, and 23.11 million yuan respectively [2][4] - The outflow leaderboard featured Ningbo Yunsheng with a decline of 7.24%, Huicheng Environmental Protection down 7.20%, and Northern Rare Earth with a slight increase of 0.14% [2][3]

Core Viewpoint - The rare earth industry is experiencing fluctuations in stock performance, with the China Rare Earth Industry Index down by 0.46% as of July 16, 2025, while the rare earth ETF from Harvest has shown a significant increase of 6.05% over the past week [1][3]. Market Performance - The rare earth ETF from Harvest has a current scale of 2.764 billion yuan, reaching a one-year high, and has a total of 2.193 billion shares, also a one-year high [3]. - The ETF has seen a net inflow of 155 million yuan, with leveraged funds continuously entering the market, achieving a maximum single-day net purchase of 14.38 million yuan [3]. - The top ten weighted stocks in the China Rare Earth Industry Index account for 55.58% of the index, with North Rare Earth and China Rare Earth being the most significant contributors [5][7]. Export and Price Trends - China's rare earth exports reached 7,742.2 tons in June, marking a month-on-month increase of 32.4% and a year-on-year increase of 60%, the highest level since 2009 [3]. - Analysts predict that high overseas prices for rare earths will translate to domestic market increases, especially with the upcoming peak consumption season, leading to expectations of price rises [4]. Investment Opportunities - The rare earth ETF from Harvest has shown a one-year net value increase of 50.35%, ranking in the top 8.59% among comparable funds [3]. - The ETF has recorded a maximum monthly return of 41.25% since its inception, indicating strong performance potential [3].

| 广晟有色 | 7000万元-8500万元 | 扭亏为盈 | 下 | | --- | --- | --- | --- | | 中科三环 | 3500万元-5200万元 | 扭亏为盈 | | 10家稀土永磁行业上市公司披露中报业绩预告 华宏科技预计上半年净利同比最高增近40倍 智通财经7月15日电，据Choice数据统计，截至发稿，包括华宏科技、北方稀土、宁波韵升、有研新材、金力永磁、横店东磁、盛和资源、中国稀土、广晟 有色、中科三环在内的10家稀土永磁行业上市公司披露上半年业绩预告。其中，华宏科技预计上半年净利同比增长3047%-3722%，北方稀土预计上半年净利 同比增长1883%-2015%。环比表现方面，中科三环预计Q2净利环比增长59%-185%，宁波韵升预计Q2净利环比增长42%-163%。小财注：华宏科技昨日盘后 发布业绩预告，今日收盘录得3连板。 | | | 10家稀土永磁行业上市公 | | --- | --- | --- | | 证券简称 | 预计归母净利润 | 同比变动 | | 华宏科技 | 7000万元-8500万元 | 3047%-3722% | | 北方稀土 | 9亿元-9.6亿元 ...

Group 1: Stock Performance - Multiple stocks have shown significant price increases, with notable performances including Lvtian Machinery with a 10.02% rise over three consecutive days, and Dayilong with a 9.99% increase also over three days [3][4] - New Yi Sheng is projected to achieve a net profit of 3.7 billion to 4.2 billion yuan for the first half of the year, marking a year-on-year increase of 328%-385% [5] - Stocks related to liquid cooling for data centers, such as Bohui Co., have seen a rise of 19.97%, driven by increased demand for cooling solutions in AI applications [8][7] Group 2: Industry Trends - The liquid cooling system is identified as a crucial component for data centers, with a surge in demand attributed to AI applications, leading to a significant growth forecast for this sector [7] - The rare earth permanent magnet industry has experienced a notable increase in exports, with June exports reaching 7,742.2 tons, a month-on-month increase of over 30% [9] - The Chinese innovative drug sector is considered to be undervalued, with a market capitalization only 14%-15% of that of U.S. counterparts, despite contributing nearly 33% to global innovation [16] Group 3: Mergers and Acquisitions - Experts suggest that the next phase will focus on enhancing the inclusivity and adaptability of the system, improving the efficiency of mergers and acquisitions, and fostering patient capital [11] - Stocks like Jinpu Titanium and Fuda Alloy have seen initial gains of 10.11% and 10.01% respectively, attributed to merger and acquisition activities [12]

Core Points - The stock of Huahong Technology has hit the daily limit for three consecutive trading days, with a current price of 12.65 yuan and a trading volume of 1.82 million shares, resulting in a total transaction amount of 23.05 million yuan [2] - During the consecutive limit-up period, the stock has increased by 33.16%, with a cumulative turnover rate of 25.03% [2] - The latest total market capitalization of the A-shares reached 7.356 billion yuan, with a circulating market capitalization of 6.488 billion yuan [2] Financing Data - As of July 14, the margin trading balance for the stock was 237 million yuan, with a financing balance of 237 million yuan, reflecting an increase of 40.93 million yuan or 20.86% from the previous trading day [2] - Over the past three days, the margin trading balance has increased by 51.72 million yuan, representing a growth of 27.89% [2] Trading Activity - The stock has appeared on the Dragon and Tiger list due to a cumulative price deviation of 20% over three trading days, with institutional investors net selling 27.83 million yuan while other trading seats collectively net bought 73.87 million yuan [2] Financial Performance - The company reported a total operating revenue of 1.436 billion yuan for the first quarter, marking a year-on-year increase of 18.76%, and a net profit of 31 million yuan, up 212.29% year-on-year [2] - The company has projected a net profit of between 70 million yuan and 85 million yuan for the first half of the year, indicating a year-on-year change range of 3047.48% to 3721.94% [2] Recent Stock Performance - The stock's daily performance over the past few days shows significant fluctuations, with notable increases on July 11 and July 14, where the stock rose by 10.05% and 10.00%, respectively [2]

Monetary Policy and Economic Indicators - The People's Bank of China will conduct a buyout reverse repurchase operation of 1.4 trillion yuan on July 15, 2025 [1] - As of the end of June, M2 (broad money) increased by 8.3% year-on-year, reaching 330.29 trillion yuan, while M1 (narrow money) grew by 4.6% to 113.95 trillion yuan [2] - The cash in circulation (M0) reached 13.18 trillion yuan, with a year-on-year growth of 12% [2] Green Finance Initiatives - The People's Bank of China, along with financial regulatory authorities, issued the "Green Finance Support Project Directory (2025 Edition)" to enhance liquidity in the green finance market and improve asset management efficiency [2] Corporate Earnings Forecasts - Vanke A expects a net loss of 10 billion to 12 billion yuan for the first half of 2025, with a basic loss per share of 0.8433 to 1.01 yuan [4] - Yonghui Supermarket anticipates a net loss of 240 million yuan for the first half of 2025, impacted by the closure of 227 underperforming stores [5] - Longi Green Energy forecasts a net loss of 2.4 billion to 2.8 billion yuan, although it expects to reduce losses compared to the previous year [6] - Hengsheng Electronics projects a net profit of approximately 251 million yuan, a 741% increase year-on-year [7] - Wintime Technology expects a net profit of 390 million to 585 million yuan, representing a growth of 178% to 317% [8] - ST Huatuo anticipates a net profit of 2.4 billion to 3 billion yuan, a year-on-year increase of 107.2% to 159% [9] - Tianqi Lithium expects a net profit of 0 to 1.55 billion yuan, recovering from a loss of 5.206 billion yuan in the previous year [10] - Ganfeng Lithium forecasts a net loss of 300 million to 550 million yuan, compared to a loss of 760 million yuan in the same period last year [11] - Liyi Intelligent Manufacturing expects a net profit of 900 million to 1.14 billion yuan, a growth of 31.57% to 66.66% [12] - CICC anticipates a net profit of 3.453 billion to 3.966 billion yuan, a year-on-year increase of 55% to 78% [13] - Shenwan Hongyuan projects a net profit of 4.1 billion to 4.5 billion yuan, a growth of 92.66% to 111.46% [14] - Shandong Gold expects a net profit of 2.55 billion to 3.05 billion yuan, an increase of 84.3% to 120.5% year-on-year [15] - Huahong Technology anticipates a net profit of 70 million to 85 million yuan, a significant increase from 2.224 million yuan in the previous year [16] Corporate Actions and Legal Matters - Suzhou Planning intends to acquire 100% of Beijing Dongjin Aviation Technology Co., Ltd., with stock resuming trading on July 15, 2025 [17] - BOE Technology Group plans to appeal the preliminary ruling from the US International Trade Commission regarding trade secrets and has initiated a patent lawsuit against Samsung Display [18]

Group 1 - The A-share rare earth permanent magnet sector has strengthened again, with Huaxin Environmental Protection hitting the daily limit increase of 20% [1] - Jintian Co., Huahong Technology, and Hengdian East Magnet also reached the daily limit increase [1] - Ruichen Environmental Protection rose over 11%, while Ningbo Yunsheng increased by over 9% [1]

Core Viewpoint - The article highlights significant developments in China's financial and economic landscape, including regulatory measures, monetary policy updates, trade statistics, and corporate earnings forecasts. Group 1: Regulatory and Policy Developments - The Central Committee of the Communist Party of China emphasizes strengthening financial trial work to combat market manipulation, insider trading, illegal fundraising, loan fraud, and money laundering, while also improving rules for emerging financial disputes [2] - The People's Bank of China (PBOC) has implemented a series of structural monetary policy tools to support technology innovation and consumption, with a total loan contract amount for technology innovation reaching 1.74 trillion yuan by the end of May [3] - The PBOC plans to conduct a 14 billion yuan reverse repurchase operation to maintain liquidity in the banking system [4] Group 2: Economic Indicators - As of June 2025, the broad money supply (M2) in China reached 330.29 trillion yuan, growing by 8.3% year-on-year, while the narrow money supply (M1) was 113.95 trillion yuan, up by 4.6% [2] - In the first half of 2025, the total social financing increased by 22.83 trillion yuan, which is 4.74 trillion yuan more than the same period last year [2] - China's goods trade in the first half of 2025 totaled 21.79 trillion yuan, a year-on-year increase of 2.9%, with exports at 13 trillion yuan (up 7.2%) and imports at 8.79 trillion yuan (down 2.7%) [4] Group 3: Corporate Earnings and Developments - China National Salt Industry Corporation reported a 5.76% decrease in revenue for the first half of 2025, with net profit down 88.04% to 52.72 million yuan [8] - Jinpu Titanium Industry plans to exit the titanium dioxide industry through significant asset swaps [9] - Qianfang Technology expects a net profit increase of 1125.99% to 1534.65% for the first half of 2025 [10] - Huahong Technology anticipates a net profit increase of 3047.48% to 3721.94% for the same period [11] - Aerospace Science and Technology Corporation projects a net profit increase of 1628.83% to 2315.27% for the first half of 2025 [19]