Market Overview - The market experienced a collective rally, with significant gains in sectors such as hydropower, civil explosives, cement, and water conservancy, driven by the continued strength of the Yaxia Hydropower Station concept [3] - The mechanical sector showed notable upward momentum, with several stocks hitting their daily limits, including five new tunnel equipment companies and others [7][8] - The coal sector saw a substantial surge in the afternoon, with multiple companies reaching their daily limits, and the coal ETF index rising over 8% [13][14] Mechanical Sector - The Yaxia Hydropower Station remains the strongest theme in the market, with mechanical stocks benefiting from this momentum [5] - Key players in the mechanical sector, such as LiuGong and SANY Heavy Industry, saw significant price increases, contributing to an overall rise of 4.61% in the sector [8][9] Coal Sector - The coal sector experienced a collective surge, with companies like Lu'an Huanneng and Shanxi Coking Coal hitting their daily limits, leading to a final increase of 5.66% [11][13] - A notice from the National Energy Administration regarding coal production checks contributed to the sector's rally, as it indicated a stable supply and demand situation [14][17] Hot Topics - The Yaxia Hydropower Station concept continues to drive market activity, although some related stocks are struggling to maintain momentum [25] - The market dynamics are influenced by the broad scope of the Yaxia Hydropower Station concept, leading to a significant influx of capital [25]
A股五张图:牛牛牛……牛市?
Xuan Gu Bao·2025-07-22 10:36