万和财富早班车-20250724

Macro Summary - As of the end of June, the total installed power generation capacity in the country reached 3.65 billion kilowatts, representing a year-on-year growth of 18.7%. The average utilization hours of power generation equipment from January to June were 1504 hours, a decrease of 162 hours compared to the same period last year [4] - The National Development and Reform Commission is actively taking practical measures to improve the collaborative development system between state-owned and private enterprises, aiming to mitigate excessive competition and expand cooperation in the industrial supply chain [4] - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly issued a notice regarding tax policies for goods entering and exiting the Hainan Free Trade Port [4] Industry Dynamics - The upcoming Global RWA Data Industry Conference will establish the "RWA Global Industry Alliance" to initiate the construction of international standards. Related stocks include GCL-Poly Energy (002015) and Tianyuan Dike (300047) [6] - China Fusion Energy Co., Ltd. has been established in Shanghai, marking an acceleration in the development of the nuclear fusion industry in China. Related stocks include Yongding Co., Ltd. (600105) and Baoli Electric (600468) [6] - The Shanghai Data Exchange held a closed-door seminar titled "New Opportunities in the Capital Market: RDA," introducing the new RDA paradigm for the first time. Related stocks include Shanghai Steel Union (300226) and COSCO Shipping Technology (002401) [6] Company Focus - International Medical (000516) is enhancing its refined operational capabilities and leveraging differentiated advantages to continuously strengthen its overall strength [8] - Funeng Technology (688567) has secured a designated SPS battery cooperation with GAC Group, and its semi-solid batteries have achieved large-scale shipments [8] - AVIC Heavy Machinery (600765) has incorporated a 30% cash dividend minimum into its articles of association, providing a rigid safeguard for shareholder returns [8] - Snowman Group (002639) has proactively developed technical solutions for the concrete temperature control needs of major hydropower projects, which will provide supporting services in subsequent construction [8] Market Review and Outlook - On July 23, the market experienced a high and then a pullback, with the three major indices showing mixed results. The Shanghai Composite Index closed up 0.01%, while the Shenzhen Component Index fell by 0.37% and the ChiNext Index was down 0.01%. Over 4000 stocks in the market declined [10] - The total trading volume for the day was 1.86 trillion, a decrease of 28.4 billion compared to the previous trading day. The market showed signs of divergence as the indices reached new highs, with the Shanghai Composite Index briefly surpassing the 3600-point mark [10] - The market sentiment was cautious, with a lack of leading stocks to drive short-term enthusiasm. The super hydropower concept stocks showed significant divergence, while the financial sector saw activity from brokers, banks, and insurance companies, although most retreated in the afternoon [10] - Technically, after the Shanghai Composite Index's attempt to reach 3600 points, it closed with a long upper shadow, indicating heavy selling pressure above. The short-term moving averages remain in a bullish arrangement, but the MACD indicator shows a reduction in upward momentum [11]