回顾刚刚过去的7月份，创新药板块亮眼行情下，康辰药业、博瑞医药、康方生物等金股领涨，其中康 辰药业以107%的月涨幅成为最牛金股。 7月金股最牛上涨107% 回顾7月金股表现，医药生物、电子、通信行业的金股涨幅居前。 每市APP显示，7月份，创新药板块牛冠股市，该月金股涨幅前四均为医药股。具体来看，由平安证券 推荐的康辰药业以107%的月涨幅成为当月最牛金股；由东吴证券推荐的博瑞医药以82%的月涨幅排名 第二；排名第三的是港股的康方生物，7月涨幅为68%，由东北证券推荐；平安证券推荐的苑东生物则 以57%的月涨幅排名第四。 电子及通信板块也有一些金股7月涨幅亮眼。例如，电子板块中，长江证券推荐的东山精密7月份上涨了 55%，东兴证券推荐的统联精密7月上涨50%；通信板块中，多家券商看好的中际旭创、新易盛7月均上 涨约49%。 从各家券商7月金股组合月度表现来看，每市APP数据显示，超30家券商7月金股组合收益率在5%以 上，其中有6家券商组合单月收益率超10%。排名第一的是平安证券7月金股组合，单月收益率近17%； 开源证券、财通证券、招商证券、长城证券、中国银河证券的组合7月收益率也在10%以上。 进入8月 ...

Core Viewpoint - The article highlights the performance of various sectors in the stock market, particularly focusing on the top-performing stocks in July and the anticipated trends for August, with a strong emphasis on the electronic, basic chemical, pharmaceutical, and mechanical equipment industries [1][4][9]. Summary by Sections July Performance - In July, the innovative drug sector showed remarkable performance, with Kangchen Pharmaceutical leading with a 107% monthly increase, followed by Borui Pharmaceutical at 82%, and Kangfang Biotech at 68% [2][3]. - The electronic and communication sectors also had notable performers, such as Dongshan Precision with a 55% increase and Tonglian Precision with a 50% increase [3]. - Over 30 brokerage firms reported a monthly return of over 5% from their recommended stocks, with six firms exceeding 10% [3]. August Outlook - As of August, the latest stock recommendations show a strong focus on electronic, basic chemical, pharmaceutical, and mechanical equipment sectors [4][9]. - Dongfang Caifu is highlighted as the most popular stock, recommended by six institutions, with expectations of significant price increases in the securities sector [4][9]. - Luoyang Molybdenum is also recommended, with projections of continued growth in copper production and high copper prices leading to increased revenue and profit [5]. Market Predictions - Analysts predict that the market may reach new highs in the second half of the year, driven by sustained capital inflows and opportunities in emerging industries [9][10]. - The focus for investment strategies includes sectors benefiting from "anti-involution" policies, such as coal, steel, and photovoltaic industries, as well as technology growth areas like AI and innovative pharmaceuticals [9][10].

证券简称 推荐次数 所属申万一级行业 东方财富 6 非银金融 东鹏饮料 3 食品饮料 大金重工 3 电力设备 万华化学 3 基础化工 沪电股份 3 电子 洛阳钼业 3 有色金属 牧原股份 3 农林牧渔 华菱钢铁 2 钢铁 中国化学 2 建筑装饰 欣旺达 2 电力设备 ...

开源证券7月金股指数收益居首 回顾券商此前推荐的7月"金股"表现，Wind数据显示，279只月度"金股"有177只在7月取得正收益，占比 63.44%；从单只标的情况看，平安证券推荐的康辰药业以106.74%的月涨幅高居第一，是唯一一只翻倍 股。 同属医药生物行业的博瑞医药7月累计涨幅高达82.05%，位居第二，其在7月获得了东吴证券的推荐； 苑东生物、东山精密、鼎通科技、统联精密4只标的7月涨幅均在50%以上，这些标的分布在平安证券、 长江证券、财信证券、东兴证券等券商的7月"金股"名单中。 ● 本报记者 胡雨 Wind数据显示，截至8月1日中国证券报记者发稿时，已有超过180只A股及港股标的入围券商8月"金 股"名单。从单只标的推荐频次看，东方财富最受券商关注，东鹏饮料、大金重工、万华化学、沪电股 份、洛阳钼业等关注度同样较高。券商此前推荐的7月"金股"超六成在当月取得正收益，开源证券、平 安证券等券商金股指数收益更明显。 机构认为，A股后市或呈现震荡蓄势态势，成长股估值、流动性将尤其受益于弱美元环境，从而表现出 更好弹性，港股也有望继续震荡上行。就后市配置而言，AI+、机器人、半导体、信创等品种值得重点 ...

Group 1 - In August, a total of 178 stocks were recommended by brokerages, with Dongfang Caifu being the most recommended stock, receiving endorsements from 6 brokerages [1] - The market showed a positive trend in July, with the Shanghai Composite Index rising by 3.74%, and 279 stocks were recommended, of which 177 saw price increases [2] - Six stocks performed exceptionally well in July, with price increases exceeding 50%, led by Kangchen Pharmaceutical with a 106.74% rise [2] Group 2 - The brokerage stock combination index reflects the professional strength of brokerage research, with 39 indices rising in July, and the Kaiyuan Securities stock index leading with a 15.07% increase [3] - The recommended stocks in August are concentrated in the materials and information technology sectors, each with 45 stocks, while industrial stocks number 31 [4] - Analysts expect a continued strong market in August, emphasizing the importance of the "anti-involution" policy for future corporate profit improvements [4] Group 3 - Key investment themes include growth technology sectors such as AI, robotics, and military, as well as sectors with strong performance support like rare earths and precious metals [5] - Upstream resource products benefiting from increased overseas demand and domestic "anti-involution" policies are also highlighted, including copper, aluminum, and oil [5]

Group 1 - The core index of the digital economy, the CSI Digital Economy Theme Index, has shown a slight decline of 0.66% recently, closing at 1192.06 points with a trading volume of 79.724 billion yuan [1] - Over the past month, the CSI Digital Economy Theme Index has increased by 2.75%, while it has risen by 2.83% over the last three months and 2.80% year-to-date [1] - The index comprises companies involved in digital economy infrastructure and high digitalization application fields, reflecting the overall performance of listed companies in the digital economy sector [1] Group 2 - The top ten weighted companies in the CSI Digital Economy Theme Index include Dongfang Wealth (10.35%), SMIC (6.26%), Cambricon (5.13%), Northern Huachuang (5.09%), Haiguang Information (4.57%), Huichuan Technology (4.27%), iFlytek (4.01%), Hikvision (3.84%), OmniVision Technologies (3.63%), and Zhongke Shuguang (3.55%) [1] - The market capitalization distribution of the index shows that the Shanghai Stock Exchange accounts for 50.61%, while the Shenzhen Stock Exchange accounts for 49.39% [1] Group 3 - In terms of industry composition, the CSI Digital Economy Theme Index has a significant allocation to information technology at 78.11%, followed by finance at 10.35%, industry at 5.89%, communication services at 3.84%, and consumer discretionary at 1.81% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Public funds tracking the digital economy include Pengyang CSI Digital Economy Theme Link A, Pengyang CSI Digital Economy Theme Link C, Huaan CSI Digital Economy Theme Link A, Huaan CSI Digital Economy Theme Link C, Huaan CSI Digital Economy Theme ETF, and Pengyang CSI Digital Economy Theme ETF [2]

Market Overview - The Shanghai Composite Index closed at 3573.21 points on July 31, with a peak of 3636.17 points during the month, marking a significant performance [1] - As of July 31, 18 brokerages recommended a total of 138 stocks for August, with Dongfang Caifu being the most frequently recommended stock, appearing in 5 brokerage recommendations [1][2] Stock Performance - Dongfang Caifu achieved a trading volume of 2364.96 billion yuan in July, ranking first in the A-share market [2][3] - Among the 12 stocks recommended by two brokerages, five stocks saw gains of over 10% in July, with New Yisheng, Hu Dian Co., and Zhuo Yi Information recording increases of 48.96%, 32.15%, and 31.70% respectively, all in the information technology sector [1][3] Investment Recommendations - Brokerages suggest focusing on the "anti-involution" concept, with particular attention to technology and large financial sectors for August [5][6] - China Galaxy recommends sectors such as new productive forces, pharmaceuticals, and value stocks in technology, consumption, and cyclical sectors [6] - The banking sector is expected to benefit from reduced economic tail risks, while insurance and brokerage firms may see improved performance due to increased trading volumes [6][7] Sector Insights - New Yisheng is recognized as a leading global optical module company, with ongoing advancements in high-speed optical modules [4] - Hu Dian Co. is expected to capture increased demand from core customers, particularly in the high-end PCB market related to AI computing [4] - Zhuo Yi Information has launched AI programming products, which are among the fastest commercialized applications in the market [4]

Group 1 - Wu Yi has resigned from his positions as fund manager for three funds managed by Tibet Dongcai Fund Management Co., Ltd. [1][2][3] - The funds affected by Wu Yi's resignation include the Dongcai Shanghai Stock Exchange Sci-Tech Innovation 50 Index Fund, the Dongcai CSI New Energy Vehicle ETF, and the Dongcai Quantitative Selected Mixed Fund [1][2][3] - The performance metrics for the Dongcai Shanghai Stock Exchange Sci-Tech Innovation 50 Index Fund show a year-to-date return of 6.52% and a cumulative net value of 1.1706 yuan as of July 31, 2025 [1] - The Dongcai CSI New Energy Vehicle ETF has a year-to-date return of 8.13% but a cumulative return since inception of -10.88%, with a net value of 0.8912 yuan [1] - The Dongcai Quantitative Selected Mixed Fund has a year-to-date return of 3.28% and a cumulative return since inception of -20.42%, with a net value of 0.7958 yuan [1]

来源：新浪证券 数据显示，截止7月29日，A股市场共有5817家上市公司。作为上市公司核心管理层关键成员，财务总 监CFO不仅需要确保公司财务稳健、资金高效运转，更需要从财务视角为公司的战略制定提供支撑，其 能力与决策直接影响公司的财务健康、战略成败、资本市场形象乃至生存风险。据2024年年报显示，去 年A股CFO（财务总监、财务负责人等）薪酬合计达42.43亿元，平均薪酬76.03万元。 薪酬最高的是东方财富CFO黄建海，去年薪酬高达332.24万元。黄建海现年52岁，从2021年4月开始担 任财务总监一职，目前还担任董事、副总经理、董事会秘书等职务。值得一提的是，黄建海2024年薪酬 上涨40.39万元，增幅仅次于红塔证券CFO翟栩（66.36万元）。 其次是华创云信财务总监张小艾，薪酬达到260万元。广发证券财务总监孙晓燕则以225.75万元的薪酬 排第三。 薪酬最低的是华安证券财务总监龚胜昔，现年50岁，硕士学历，从2012年12月开始任职，其薪酬为 54.90万元，比本科学历的上市券商CFO平均薪资低40万左右。 从年龄分布来看，在28位有年龄数据的券商CFO中，51-50岁是主力人群，人数达到15 ...

Market Overview - On the first trading day of August, the three major indices experienced slight declines, with the Shanghai Composite Index down 0.37%, the Shenzhen Component Index down 0.17%, and the ChiNext Index down 0.24% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.60 trillion yuan, a decrease of 337.7 billion yuan compared to the previous trading day [1] - In July, the A-share market showed an upward trend, with the Shanghai Composite Index rising 3.74%, the Shenzhen Component Index rising 5.20%, and the ChiNext Index rising 8.14% [1] Liquidity and Market Sentiment - Liquidity has played a significant supporting role, and the A-share market is expected to rise after a period of consolidation [2][3] - Multiple institutions believe that the market's upward movement is supported by both policy and liquidity, with a focus on the gradual improvement of risk appetite [3] - The market is likely to experience a consolidation phase before transitioning to a space trading phase, as investors digest short-term profits [3] Industry Performance - In July, 28 out of 31 primary industries saw gains, with the top three performing sectors being steel (up 16.76%), pharmaceuticals (up 13.93%), and building materials (up 13.36%) [1] - The banking sector experienced the largest decline at -1.95%, followed by public utilities at -0.77% and transportation at -0.22% [1] Investment Strategies - Institutions recommend focusing on sectors benefiting from "anti-involution" policies and performance improvements, such as coal, steel, photovoltaics, and building materials [4] - There is also a positive outlook on technology growth sectors, including AI applications, computing power, and infrastructure [4] Recommended Stocks - Dongfang Caifu (300059.SZ) was highlighted as a top pick, receiving six recommendations from various brokerages due to its strong performance in brokerage and fund distribution businesses [6][7] - Other stocks with multiple recommendations include Dongpeng Beverage (605499.SH), Luoyang Molybdenum (603993.SH), Wanhua Chemical (600309.SH), Muyuan Foods (002714.SZ), and Daikin Heavy Industries (002487.SZ), each receiving three recommendations [6][9][10][12][13]