A股收评：三大指数携手冲新高！CPO、券商股火力全开，煤炭板块走低

Market Performance - The A-share market continued to rise, with the Shanghai Composite Index up 0.48% to 3683 points, marking a new high since December 2021 [1] - The Shenzhen Component Index increased by 1.76%, reaching a new high since October 2024, while the ChiNext Index rose by 3.62% to 2496 points, achieving a year-to-date high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.15 trillion yuan, an increase of 269.4 billion yuan compared to the previous trading day, with over 2700 stocks rising [1] Sector Performance - The CPO concept stocks surged, with Guangku Technology and Robotec hitting the daily limit [2][5] - The Nvidia concept stocks also performed well, with Robotec, Dongfang Precision, and Bojie shares reaching the daily limit [2][6] - Brokerage stocks collectively surged, with Changcheng Securities and Guosheng Financial hitting the daily limit, and other major brokerages also seeing gains [2][8] - The military industry stocks remained strong, with multiple stocks including Zhongdian Xinlong and Fenghuo Electronics hitting the daily limit [2][9] - The humanoid robot sector experienced a surge, with stocks like Jintian Co. and Dongfang Precision reaching the daily limit [12] Declining Sectors - The coal sector declined, with Lu'an Huaneng dropping over 4%, and other coal companies following suit [3][14] - The banking sector saw a broad decline, with Jiangsu Bank and Nanjing Bank leading the losses, both down over 2% [3][16] Individual Stock Movements - Lu'an Huaneng's stock price fell to 13.95 yuan, down 4.45% [15] - Jiangsu Bank's stock price decreased to 11.20 yuan, down 2.35% [16] - Hengxin Oriental experienced a significant drop of nearly 19%, closing at 5.82 yuan, following news of a regulatory investigation [17][18] Future Outlook - Zhongyuan Securities anticipates that the second half of August will see a peak in mid-year report disclosures, advising caution regarding high-valuation stocks facing performance verification pressure [19] - The market is expected to focus on technology growth and cyclical manufacturing as the main investment themes moving forward [19]