【A股收评】沪指触及3600点创年内新高，牛市旗手券商大涨！

Group 1: Market Overview - The three major indices experienced fluctuations, with the Shanghai Composite Index up 0.01%, Shenzhen Component down 0.37%, and ChiNext down 0.01%. The STAR Market 50 Index rose by 0.45%. Over 1,200 stocks in the two markets saw gains, with a total trading volume of approximately 1.86 trillion yuan [2]. Group 2: Infrastructure Sector - Infrastructure stocks, particularly in the hydropower sector, performed strongly. Companies like China Railway Construction Heavy Industry (688425.SH) and Shenzhen Water Planning Institute (301038.SZ) surged by 20%, while others like China Power Construction (601669.SH) and Tibet Tianlu (600326.SH) hit the daily limit of 10% increase. This surge follows the announcement of a 1.2 trillion yuan hydropower project that commenced on July 19, which is expected to boost demand for construction materials such as cement and additives [2]. Group 3: Financial Sector - Financial stocks, including securities and insurance, showed significant activity. Guosen Securities (002736.SZ) and Guosheng Financial Holdings (002670.SZ) rose by about 5%, while Citic Securities (600030.SH) and New China Life Insurance (601336.SH) saw substantial gains. The A-share market is experiencing a resurgence, with financing balances exceeding 1.9 trillion yuan for the first time in three months, indicating a favorable environment for brokerage firms [3]. Group 4: Healthcare Sector - The CRO and medical stocks gained traction, with companies like Medisi (688202.SH) rising by 8.83%. Other firms such as Zhaoyan New Drug (603127.SH) and WuXi AppTec (603259.SH) also saw increases. According to China International Capital Corporation, the optimistic liquidity outlook for 2025 and breakthroughs in domestic AI technology suggest that innovative pharmaceutical assets are well-suited for the current investment climate [4]. Group 5: Steel Sector - Steel stocks performed well, with Xining Special Steel (600117.SH) and Jiugang Hongxing (600307.SH) increasing by 10%. The China Iron and Steel Association held a meeting on July 15, emphasizing the need to control capacity and prevent excess supply in the steel industry. Conversely, sectors such as military, lithium battery, and photovoltaic saw declines, with companies like Beifang Changkong (301357.SZ) dropping by 9.95% [5].