资金流向方面，今日该股主力资金净流出86.71万元，其中，特大单净流出1454.17万元，大单资金净流入1367.46万元。近5日主力资金净流出 2392.85万元。（数据宝） （原标题：深水规院7月29日龙虎榜数据） 深水规院今日涨停，全天换手率16.88%，成交额10.52亿元，振幅19.52%。龙虎榜数据显示，机构净卖出133.48万元，营业部席位合计净卖出 967.34万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出133.48万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.12亿元，其中，买入成交额为5029.23万元，卖出成交额为6130.05万元，合计净 卖出1100.83万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买一、卖一，买入金额1385.55万元，卖出金额1519.03万元，合计净卖出133.48 万元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨3.93%，上榜后5日平均涨12.33%。 (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 近五日涨跌：4.37% 深水规院7月29日交易公开 ...

Group 1 - The core viewpoint of the news is the significant stock price surge of Shenzhen Water Planning Institute (深水规院), driven by the renewed interest in the "Yarlung Tsangpo River Hydropower" concept, with the stock hitting a 20% limit up and achieving a cumulative increase of over 90% since July 21 [2][5][6] - As of the close on July 29, the company's stock price was reported at 30.67 yuan per share, with a total market capitalization of 6.842 billion yuan and a trading volume of 1.052 billion yuan [2][3] - The company specializes in providing surveying, design, planning consulting, and project management services for water engineering, holding various qualifications in the water conservancy and hydropower sectors [2][5] Group 2 - In terms of financial performance, the company reported total operating revenue of 855 million yuan for 2024, reflecting a year-on-year growth of 11.14%, while net profit attributable to shareholders surged by 278.10% to 52.83 million yuan [5] - However, the first quarter of the current year showed a decline in performance, with total operating revenue of 96.52 million yuan, down 11.40% year-on-year, and a net loss of 29.46 million yuan, a decrease of 125.25% compared to the same period last year [5] - The company has experience in water surveying and design, particularly in relation to the Yarlung Tsangpo River hydropower project, which has a total investment of approximately 1.2 trillion yuan and aims to construct five hydropower stations with a total installed capacity of 60 to 81 million kilowatts [5][6]

从资金流向上来看，当日工程咨询服务板块主力资金净流出1.47亿元，游资资金净流入1.22亿元，散户资 金净流入2545.68万元。工程咨询服务板块个股资金流向见下表： 证券之星消息，7月29日工程咨询服务板块较上一交易日上涨0.66%，深水规院领涨。当日上证指数报收 于3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。工程咨询服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600629 | 华建集团 | 11.84 | -4.28% | 92.30万 | 11.28亿 | | 301136 | 招标股份 | 12.79 | -3.47% | 11.26万 | + 1.43 Z | | 836208 | 青短技术 | 30.30 | -2.45% | 7.44万 | 2.21 Z | | 300492 | 类图川器 | 66.80 | -2.24% | 1.25万 | 8412.98万 | | 300500 | 启迪设计 | 13.21 | ...

超级水电概念短线拉升，西藏天路午后涨停，西宁特钢、山河智能此前涨停，深水规院涨超10%，基康 技术、高争民爆、保利联合（维权）、中钨高新等涨超5%。 ...

Core Viewpoint - The stock of Shen Shui Gui Yuan has experienced significant volatility, achieving five limit-up days within seven trading days, resulting in a cumulative increase of 90.50% and a turnover rate of 95.18% [2] Trading Performance - As of July 28, the stock recorded a trading volume of 37.04 million shares and a transaction amount of 1.034 billion yuan, with a turnover rate of 16.61% [2] - The stock's performance over the past few days shows fluctuations, with a notable drop of 20.01% on July 25 and a recovery of 20.02% on July 23 [2] Margin Trading Data - The latest margin trading balance for the stock is 144 million yuan, with a financing balance of 144 million yuan, reflecting an increase of 10.08 million yuan or 7.51% from the previous trading day [2] - Over the past week, the margin trading balance has increased by 56.92 million yuan, representing a growth of 65.15% [2] Shareholder Information - As of July 20, the number of shareholders has decreased to 13,193, down by 1,321 or 9.10% from the previous period [2] Financial Performance - The company's Q1 report indicated total revenue of 97 million yuan, a year-on-year decline of 11.40%, and a net profit of -29 million yuan, representing a year-on-year decrease of 125.25% [2]

Core Viewpoint - The commencement of the Yarlung Tsangpo River downstream hydropower project has significantly boosted the stock price of Shenzhen State-owned enterprise Shen Shui Gui Yuan, leading to a cumulative increase of 60% over three consecutive trading days [2][3]. Group 1: Project Overview - The Yarlung Tsangpo River downstream hydropower project, inaugurated on July 19, has a total investment of approximately 1.2 trillion yuan, aiming to construct five tiered power stations with an expected installed capacity of 60 to 81 million kilowatts and an annual power generation of 300 billion kilowatt-hours, equivalent to "recreating three Three Gorges" [3]. - The hydropower concept stocks surged collectively, with the Tonghuashun Yarlung Tsangpo hydropower concept index rising by 12.52% on the opening day following the announcement [3]. Group 2: Company Performance - Shen Shui Gui Yuan reported a total operating revenue of 855 million yuan for the year 2024, reflecting a year-on-year growth of 11.14%, and a net profit attributable to shareholders of 52.83 million yuan, which represents a substantial increase of 278.10% [4]. - However, in the first quarter of this year, the company experienced a decline in performance, with operating revenue of 96.52 million yuan, down 11.40% year-on-year, and a net loss attributable to shareholders of 29.46 million yuan, a decrease of 125.25% [4]. Group 3: Market Activity - During the stock price surge of Shen Shui Gui Yuan, institutional and speculative trading activities were prominent, with a net buying of 16.60 million yuan recorded on July 23, including 8.38 million yuan from institutions and 9.91 million yuan from notable speculative traders [6]. - The company confirmed that there were no undisclosed matters that could significantly impact its stock price, ensuring transparency in its trading activities [6].

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector relative to the overall market performance [21]. Core Insights - The construction industry has shown a weekly increase of 5.62%, outperforming major indices such as the Shanghai Composite Index and the Shenzhen Component Index [4][6]. - The infrastructure investment in the first half of the year has grown by 4.6% year-on-year, which is 1.8 percentage points higher than the overall investment growth rate, indicating a positive trend in the sector [10][12]. - Key companies such as China Electric Power Construction and Chengbang Co. have secured significant contracts, enhancing their revenue outlook for 2024 [12]. Summary by Sections Industry Performance - The construction sector's weekly performance was +5.62%, with the best-performing sub-industry being state-owned infrastructure enterprises, which rose by 9.66% [3][4]. - The top three sub-industries for weekly gains were state-owned infrastructure enterprises (+9.66%), design consulting (+6.50%), and private infrastructure enterprises (+6.13%) [6][9]. Key Changes in the Industry - The State Council has introduced the "Housing Rental Regulations" to encourage the use of private housing for rental purposes, aiming to increase the supply of rental housing [10][11]. - The Ministry of Transport has completed the issuance of the 800 billion yuan "two重" construction project list, which is expected to stimulate further growth in infrastructure investment [10][12]. Company Updates - China Electric Power Construction has won a contract for the Sun Gou Pumped Storage Power Station with a total value of approximately 5.752 billion yuan, representing 0.91% of its projected revenue for 2024 [12][13]. - Chengbang Co. has secured a new construction project worth 77.3152 million yuan, which accounts for 22.22% of its expected revenue for 2024 [12][13]. - The company 亚翔集成 reported a significant decline in revenue for the first half of 2025, down 40.95% year-on-year [12][13].

Group 1 - The hydroelectric concept stocks experienced a significant decline in the afternoon trading session [1] - Huaxin Cement (600801), Subote (603916), and Zhongshe Co. (002883) hit the daily limit down [1] - Shen Shui Guiyuan (301038) and Tie Jian Heavy Industry fell over 14% [1]

Group 1 - High Energy Environment reported a net profit of 502 million yuan for the first half of 2025, an increase of 20.85% year-on-year, while revenue decreased by 11.20% to 6.7 billion yuan [1] - Angel Yeast plans to acquire 55% of Shengtong Sugar Industry for 506 million yuan, which will make Shengtong a subsidiary [1] - Wentech Technology's shareholders plan to reduce their holdings by up to 1% of the company's shares, amounting to approximately 12.45 million shares [1][2] Group 2 - *ST Zhengping clarified that it is not involved in the Yarlung Zangbo River downstream hydropower project, despite market speculation [2] - Aidi Te announced that two shareholders plan to reduce their holdings by up to 3% of the company's shares, totaling approximately 319,690 shares [3] - *ST Baoying intends to publicly transfer 50.1% of its stake in Danhua Renewable Energy for an initial price of 30 million yuan, expecting a loss of about 29.4 million yuan [5] Group 3 - Yaoji Technology's controlling shareholder plans to reduce their holdings by up to 3% of the company's shares, approximately 1.25 million shares [6] - China Haicheng reported a net profit of 152 million yuan for the first half of 2025, an increase of 8.52% year-on-year, with total revenue of 2.745 billion yuan [8] - Shenzhou Information's major shareholder plans to reduce their holdings by up to 0.97%, approximately 9.5 million shares [9] Group 4 - Betaini's major shareholder plans to reduce their holdings by up to 2%, approximately 842,590 shares [10] - Guotou Intelligent's shareholders plan to reduce their holdings by up to 1.35%, approximately 11.59 million shares [12] - Shen Shui Institute confirmed it is not participating in the Yarlung Zangbo River downstream hydropower project [14] Group 5 - Xidi Micro announced a risk of losing control over its subsidiary Zinitix due to alleged misconduct by current directors [15] - Tiantian Technology's controlling shareholder plans to reduce their holdings by up to 3%, approximately 38.95 million shares [17] - Ningbo Color Master announced a plan to reduce holdings by up to 1.38%, approximately 231,550 shares [19] Group 6 - Dongguan Holdings plans to publicly transfer 20% of its stake in Dongguan Songshan Lake Microfinance Company for a base price of 48.12 million yuan [21] - Bohai Leasing's subsidiary Avolon intends to purchase 15 A330NEO and 75 A321NEO aircraft from Airbus [22] - Dongfang Fortune reported that shareholder Shen Yougen's stake has decreased to 0.19% after transferring 158.8 million shares [23] Group 7 - Quanzhu Co. plans to raise up to 180 million yuan through a private placement to fund AI-based projects [24] - Zhongjin Gold announced that its subsidiary in Inner Mongolia has ceased operations following a tragic incident [25] - *ST Xinchao has changed its chairman and legal representative, appointing Zhang Junyu as the new chairman [27]

Market Overview - The market experienced a slight decline in early trading, with the Shanghai Composite Index falling below 3600 points, closing at 3593.38, down 0.34% with a trading volume of 500 billion [1] - The Shenzhen Component Index closed at 11160.30, down 0.29% with a trading volume of 605.6 billion, while the ChiNext Index closed at 2337.80, down 0.32% with a trading volume of 271 billion [1] Sector Performance - Sectors such as medical devices, multi-modal AI, Huawei Ascend, and cultural media saw significant gains, while sectors like Hainan Free Trade Zone, super hydropower, controllable nuclear fusion, and cement experienced notable declines [1] - AI application stocks surged collectively, with Sai Group rising by 20%, and medical device stocks also showed strength, with Kangtai Medical rising by 20% [2] - Logistics stocks saw a temporary spike, with Shentong Express hitting the daily limit, while super hydropower stocks collectively fell, with Shen Shui Gui Yuan dropping over 10% [2] Institutional Insights - Hengsheng Qianhai Fund noted that the recent high financing balance indicates strong market trading enthusiasm, with expectations for continued upward trends in indices due to improving economic fundamentals supported by policy measures [4] - Huahui Chuangfu highlighted a structural opportunity in the market, driven by economic stabilization and supportive policies, predicting alternating boosts from "policy benefits" and "profit benefits" in sectors like AI, new energy vehicles, and innovative pharmaceuticals [4] - Zhongtai Securities observed a clear shift in fund allocation towards leading industries such as communication, non-bank finance, media, agriculture, and beauty care, while significantly reducing holdings in steel, coal, real estate, and food and beverage sectors [5] Financing Activity - The total financing balance in the two markets increased by 60.25 billion, with the Shanghai Stock Exchange reporting a balance of 9730.55 billion and the Shenzhen Stock Exchange reporting 9490.57 billion [6] Policy Developments - The National Medical Insurance Administration held a series of discussions to support the high-quality development of innovative drugs and medical devices, involving representatives from medical institutions, pharmaceutical companies, and investment firms [7]