Ge Long Hui·2025-07-24 10:18Market Overview - The market experienced a significant rise on July 24, with nearly 4,400 stocks increasing in value, while 914 stocks declined, and 79 stocks hit the daily limit up, with only one stock hitting the limit down [1]. Key Stocks and Performance - High-performing stocks included: - Zhonghua Rock and Soil (002542) with a 10.11% increase over 6 days and 4 consecutive limit ups, trading at 5.01 [3]. - China Power Construction (601669) achieved a 10.04% increase with 4 consecutive limit ups, trading at 7.45 [3][14]. - Poly United (002037) also saw a 10% increase with 4 consecutive limit ups, trading at 14.19 [3]. - High-flying stocks in the Hainan Free Trade Zone and Yashan Hydropower concept were highlighted as market hotspots [4]. Trading Activity - The top three net purchases on the trading board were: - Baogang Co. (600010) with a net purchase of 5.89 billion [6]. - Zhifei Biological (300122) with a net purchase of 3.21 billion [6]. - Tianqi Lithium (002466) with a net purchase of 3.06 billion [6]. - The top three net sales were: - China Power Construction (601669) with a net sale of 5.45 billion [7]. - Gaozheng Civil Explosives (002827) with a net sale of 2.67 billion [7]. - Guoji Heavy Equipment (601399) with a net sale of 2.26 billion [7]. Sector Highlights - The market focused on sectors such as Hainan Free Trade Zone, Yashan Hydropower concept, rare earths, and low-altitude economy [4]. - The rare earth sector is experiencing a price increase, with Baogang Co. planning to raise its related transaction price to 19,109 yuan/ton, a 1.5% increase [12][13]. Company Developments - China Power Construction emphasized high-quality execution of major national projects, positioning them as significant political tasks [16]. - The company reported a new contract amount of 686.699 billion yuan for the first half of the year, a 5.83% year-on-year increase [16]. - Zhifei Biological's stock surged due to developments in vaccine research, with a 20% increase and significant institutional buying [17][20]. Institutional Activity - Institutional buying was notable in stocks like Baogang Co., Tianqi Lithium, and Zhifei Biological, indicating strong interest in these companies [10][25]. - The net buying activity from the Shanghai-Hong Kong Stock Connect was also significant, with Baogang Co. receiving 2 billion yuan [25].