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A股收评:沪指收涨0.48%盘中续创年内新高,房地产、房屋检测板块午后集体爆发
news flash·2025-07-10 07:03

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index up 0.48%, the Shenzhen Component Index up 0.47%, and the ChiNext Index up 0.22%. The North Star 50 Index fell by 0.16% [1] - The total market turnover was 15,150 billion, a decrease of 124 billion from the previous day, with over 2,900 stocks rising [1] Sector Performance - The sectors with the highest gains included silicon energy, real estate, rare earth permanent magnets, diversified finance, and weight loss drug concept stocks [1] - The real estate and housing inspection sectors saw a significant surge in the afternoon, with stocks like China Fortune Land Development (600340) and Everbright Jiabao (600622) hitting the daily limit [1] - The silicon energy sector maintained its upward momentum, with stocks such as Jingyuntong (601908) and Morning Light New Materials (605399) also hitting the daily limit [1] - The banking sector continued to rise, with the four major banks (Industrial, Agricultural, China, and Construction Bank) reaching historical highs during the trading session [1] - The rare earth permanent magnet sector performed positively, with Northern Rare Earth (600111) hitting the daily limit after its earnings report [1] - The diversified finance sector remained strong, with Nanhua Futures (603093) achieving two consecutive limits [1] Declining Sectors - The PCB sector saw most stocks adjust downwards, with Honghe Technology (603256) hitting the daily limit down, and other stocks like Zhongjing Electronics (002579) and Yihua New Materials (301176) also experiencing significant declines [1] - The digital currency concept stocks experienced a drop towards the end of the trading session, with Jin Yi Culture (002721) hitting the daily limit down, and other stocks like Sifang Jingchuang (300468) and Jingbeifang (002987) falling sharply [1] Notable Stocks - Stocks with notable performance included: - Six consecutive limits: Huaguang Huaneng and Forest Packaging (605500) [2] - Four consecutive limits: Yudai Development (000514), Guotou Zhonglu (600962), and Sifang New Materials (605122) [3] - Three consecutive limits: Huamei Holdings (000607), Jinling Mining (000655), and Tuori New Energy (002218) [4] Hot Sectors - The top hot sectors included: - Western Development, with 10 stocks hitting the daily limit and three stocks with consecutive limits, represented by Sifang New Materials and Yudai Development [5] - Photovoltaic concept, with 9 stocks hitting the daily limit and four stocks with consecutive limits, represented by Huaguang Huaneng and Tuori New Energy [6] - E-commerce, with 9 stocks hitting the daily limit and five stocks with consecutive limits, represented by Huamei Holdings and Kuaijingtong [7] Industry Insights - In the real estate sector, the National Development and Reform Commission emphasized the importance of advancing new urbanization by 2035, focusing on high-quality development and increased investment in key areas [10] - In the silicon energy sector, multiple silicon wafer companies raised their prices by 8% to 11.7%, attributed to upstream silicon material price increases, although the downstream battery segment's acceptance of these price hikes remains uncertain [11] - In the rare earth sector, Northern Rare Earth reported an expected net profit growth of 1883% to 2015% for the first half of the year, leading to upward revisions in earnings expectations and target prices for rare earth permanent magnet stocks by various institutions [12]