Xuan Gu Bao·2025-07-21 08:22Market Overview - The market showed strong fluctuations throughout the day, with both the Shanghai Composite Index and the ChiNext Index reaching new highs for the year. The total trading volume was 1.73 trillion [1] - The infrastructure sector experienced a collective surge, particularly in the super hydropower direction, with stocks like China Power Construction and China Energy Engineering hitting the daily limit [1] - The robotics concept stocks became active again, with companies such as Upwind New Materials and Jinfa Technology also reaching the daily limit [1] Daily Highlights Yarlung Zangbo River Hydropower Project - Stocks related to the Yarlung Zangbo River hydropower project saw a significant increase, with over ten stocks, including China Power Construction and China Energy Engineering, hitting the daily limit. The project officially commenced on September 19, as announced by Premier Li Qiang [3] - The total investment for the Yarlung Zangbo River downstream hydropower project is approximately 1.2 trillion [5] Robotics Sector - The robotics sector saw a resurgence, with Upwind New Materials achieving a six-day consecutive limit-up, and other companies like Jinfa Technology and Wolong Electric Drive also reaching the daily limit [6] - Yushutech has initiated its listing guidance with CITIC Securities as the advisory institution, and it recently won a significant procurement order for robot equipment worth 90.51 million from a subsidiary of China Mobile [7] Pharmaceutical Sector - The pharmaceutical sector remained active, with stocks like Asia-Pacific Pharmaceutical and Anli Kang hitting the daily limit. The sector is expected to benefit from recent advancements in innovative drug development [10] - The report highlights the potential of small nucleic acid drugs, which offer significant advantages in precision targeting and production efficiency, potentially revolutionizing drug development [11] Industry Insights - The Yarlung Zangbo River hydropower project is expected to enhance hydropower generation, boost local economies, and promote the development of clean energy industries. It involves multiple sectors, including civil engineering, machinery, and energy conversion, indicating a promising growth opportunity for related industries [5] - The robotics industry is projected to experience rapid growth, with Yushutech expected to capture a significant market share in the global robotics market, particularly in humanoid robots and robotic dogs [9] - The pharmaceutical industry is witnessing a shift towards innovative drug development, with a focus on domestic products gaining traction in international markets, supported by favorable policy adjustments [12]