002097，涨停！15天9板

Market Overview - A-shares experienced narrow fluctuations with slight increases in the three major indices, with the Shanghai Composite Index up by 0.07%, Shenzhen Component Index up by 0.14%, and ChiNext Index up by 0.21% [1] - The total market turnover for the half-day was approximately 1.09 trillion yuan, a decrease of 112.9 billion yuan compared to the previous day [1] Sector Performance - Sectors such as hydropower, brain-computer interface, medical devices, and commercial aerospace saw significant gains [2] - The engineering machinery sector experienced a surge, with Wanmi Sealing (301161) rising over 12%, reaching a historical high [2] - Liquid cooling server concept stocks were active, with Invec (002837) hitting the daily limit and also reaching a historical high [2] Company Highlights - Shanhe Intelligent (002097) achieved a daily limit increase, marking its 9th increase in 15 days, with a morning trading volume of 4.466 billion yuan [4] - According to the China Construction Machinery Industry Association, excavator sales reached 17,138 units in July 2025, representing a year-on-year increase of 25.2% [6] - Shanhe Intelligent's revenue breakdown shows 38.02% from the domestic market and 61.98% from the international market, with applications in tunnel construction through partnerships [6] Brain-Computer Interface Sector - The brain-computer interface sector showed strength, with Jihua Group (601718) hitting the daily limit [7] - The Ministry of Industry and Information Technology and other departments issued opinions to promote the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [9] - The global brain-computer interface market is projected to reach approximately $7 billion by 2030, with a compound annual growth rate of 16.4% from 2025 to 2030 [10] Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with companies like Feiwo Technology (301232) hitting the daily limit [11] - Recent data indicates a significant increase in satellite launch frequency, with a record short cycle for networked satellite launches [14] - The commercial aerospace industry is expected to enter a rapid development phase, with new commercial rocket models set to launch by 2025 [14]