A股收评：沪指涨0.5%创年内收盘新高，稀土、锂矿板块齐涨

Market Overview - On July 18, A-shares experienced a rebound with the Shanghai Composite Index rising by 0.5% to close at 3534 points, marking a new high for the year [1] - The Shenzhen Component Index increased by 0.37%, and the ChiNext Index rose by 0.34% [1] - Total trading volume reached 1.59 trillion yuan, an increase of 33 billion yuan compared to the previous trading day, with over 2600 stocks rising [1] Sector Performance - The rare earth permanent magnet sector saw significant gains, with companies like China Northern Rare Earth and Jiuwu High-Tech hitting the daily limit [2][5] - The lithium mining sector also performed well, with Fumiao Technology and Shengxin Lithium Energy reaching the daily limit [4][5] - The power sector rebounded, with Min Dong Power hitting the daily limit [2][15] - The education sector experienced a broad increase, with Kevin Education and Angli Education rising over 5% [7][8] - The coal sector saw gains, with Yunmei Energy hitting the daily limit and Shanxi Coking Coal rising over 2% [9] - The liquor sector rose, with Luzhou Laojiao increasing over 3% [10][11] - The innovative pharmaceutical sector had most stocks in the green, with Olin Bio and Borui Pharmaceutical seeing significant increases [12] - The steel sector also rose, with Liugang Co. hitting the daily limit [13][14] Notable Stock Movements - Fumiao Technology rose by 20.02% to 19.78 yuan, while Jiuwu High-Tech increased by 20.01% to 33.65 yuan [5][6] - The rare earth sector saw companies like Huahong Technology and China Northern Rare Earth reporting substantial profit growth, with North Rare Earth expected to see a net profit increase of 1883%-2015% year-on-year [6] - In the education sector, Kevin Education rose by 5.73% to 5.54 yuan, and Angli Education increased by 5.15% to 11.44 yuan [8] - The coal sector's Yunmei Energy rose by 10.05% to 4.05 yuan, while Shanxi Coking Coal increased by 2.64% to 6.60 yuan [9] - Luzhou Laojiao rose by 3.44% to 124.80 yuan, while Shanxi Fenjiu increased by 2.86% to 181.10 yuan [11] - Olin Bio surged by 18.93% to 21.61 yuan, and Borui Pharmaceutical rose by 14.73% to 86.29 yuan [12] Future Outlook - Ping An Securities indicated that despite external uncertainties, domestic policy support and positive changes in industrial upgrades continue to accumulate, which may support a strong market trend [21] - Three main investment themes are suggested: technology growth sectors (military, semiconductors, innovative pharmaceuticals), sectors benefiting from "anti-involution" catalysts (new energy, building materials), and financial sectors with high dividend advantages [21]