688098，20%三连板！利好突袭，“超级赛道”多股停潮

Market Overview - Pharmaceutical and biotechnology stocks showed strong performance, with Shenyuan Biological (688098) hitting a 20% limit up for the third consecutive day [1][6] - The North China 50 Index opened high and rose over 3%, reaching a historical high, while the Shanghai Composite Index and Shenzhen Component Index also saw slight increases [1][2] - The overall market experienced a slight contraction in trading volume [1] Pharmaceutical Sector - Multiple sub-sectors within pharmaceuticals, including innovative drugs, hepatitis concepts, weight-loss drugs, and AI medical concepts, reached historical highs [6] - Significant inflows into the pharmaceutical sector were noted, with over 76 billion yuan in net inflows on the day and a total of over 736 billion yuan in the last 20 trading days [9] - Recent policy support for innovative drugs is expected to drive further growth in the sector, with 534 drugs passing preliminary reviews for inclusion in the national medical insurance directory [8] Robotics Sector - The robotics concept saw a surge, with several stocks hitting their daily limit up, including Southern Precision and Guojiji Precision [3][5] - The Shanghai Municipal Economic and Information Commission announced a plan to accelerate the application of robots in key industries, which is expected to boost the sector [5] Alcohol Sector - The liquor sector experienced a significant rally, with all stocks in the sector rising and the index reaching a new high for the year [10] - Kweichow Moutai and other leading companies showed strong performance, with Moutai launching a series of cultural products aimed at enhancing brand visibility [12] - The sector is attracting attention from stable investors due to its high dividend yields, with the median dividend yield for liquor stocks around 3%, significantly higher than bond yields [12]