Ge Long Hui·2025-07-31 10:19Market Overview - On the last trading day of July, A-shares saw a collective decline in the three major indices, with the Shanghai Composite Index dropping by 1.18% to 3573 points, the Shenzhen Component Index falling by 1.73%, and the ChiNext Index decreasing by 1.66% [1] - Nearly 4300 stocks in the market experienced declines, with sectors such as steel, coal, and aquaculture showing weakness, while liquid cooling concepts rose against the trend [1] Stock Performance - Notable stocks with significant gains included: - Dongxin Co., Ltd. (688110) surged by 19.99% to 64.76, marking a second consecutive rise [3][8] - Yidian Tianxia (301171) increased by 20.00% to 33.54, with a trading volume of 36.93 billion and a turnover rate of 37.61% [9][22] - Nord Co., Ltd. (600110) rose by 10.02% to 6.26, with a net buy of 4.23 billion [13][22] Trading Dynamics - The top three net buying stocks on the day were: - Nord Co., Ltd. with a net buy of 4.23 billion [13] - Great Wall Military Industry (601606) with a net buy of 3.85 billion [5] - Yidian Tianxia with a net buy of 3.75 billion [9] - Conversely, the top three net selling stocks included: - Asia-Pacific Pharmaceutical (002370) with a net sell of 1.98 billion [6] - Beiyinmei (002570) with a net sell of 1.85 billion [6] - Foci Pharmaceutical (002644) with a net sell of 876.39 million [6] Sector Highlights - The steel and coal sectors faced significant declines, while the liquid cooling sector showed resilience with notable gains [1] - The stock of South Road Machinery (603280) achieved a remarkable 9 consecutive trading days of gains, reflecting strong market interest in water conservancy engineering and AI technology [4] Institutional Activity - Institutional investors showed significant activity, with the highest net buying in Yidian Tianxia, amounting to 1.73 billion [9][22] - The highest net selling by institutions was observed in New Henghui (301678), with a net sell of 716.22 million [8][22] Conclusion - The overall market sentiment was bearish, with significant declines in major indices and a majority of stocks falling. However, specific sectors and stocks demonstrated resilience and growth, indicating potential investment opportunities amidst the broader market challenges [1][4][9]