上攻无量 大盘大概率要调整

Market Overview - A-shares showed mixed performance on July 7, with the Shanghai Composite Index rising by 0.02% to 3473.13 points, while the Shenzhen Component Index fell by 0.70% to 10435.51 points, and the ChiNext Index dropped by 1.21% to 2130.19 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 120.87 billion yuan, a decrease of 21.99 billion yuan compared to the previous Friday [1] Industry Performance - The power sector emerged as the strongest performer in the market, particularly driven by thermal power due to recent high temperatures, which have increased electricity demand [2] - Nearly 70% of listed thermal power companies reported year-on-year profit growth in Q1, with an expected annual electricity consumption growth rate of around 5% [2] - The decline in coal prices has positively impacted the performance of thermal power companies, with some regions expected to outperform market expectations [2] Company Insights - Hunan's Huayin Power has been the best-performing stock among local companies, achieving a significant increase in stock price due to high temperatures leading to record electricity loads [3] - For Q1 2025, Huayin Power reported earnings per share of 0.04 yuan and a net profit of 75.67 million yuan, reflecting a year-on-year increase of 894.61% [3] - The company is a leading player in thermal power in Hunan and also engages in hydro, wind, solar power generation, and electricity sales [3]