2600只个股上涨

Core Viewpoint - The stock market showed a collective rise on July 18, with the Shanghai Composite Index closing at 3534.48 points, up 0.5%, indicating a positive market sentiment despite mixed performances across sectors [1]. Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.57 trillion yuan, an increase of 31.7 billion yuan compared to the previous trading day [1]. - A total of 2600 stocks rose while over 2500 stocks fell, reflecting a divergence in stock performance [1]. Sector Analysis - The rare earth permanent magnet sector experienced significant gains, with notable stocks such as Jiuwu Gaoke hitting a 20% limit up, and Huaxin Environmental Protection rising over 15% [3][4]. - The lithium extraction sector also saw a rise of 3.30%, while the gaming sector faced declines, with stocks like Ice River Network dropping over 4% [4][6]. - The innovative pharmaceutical sector surged in the afternoon, with stocks like Borui Pharmaceutical increasing over 14% [5]. Capital Flow - Main capital flows showed a net inflow into sectors such as non-ferrous metals, basic chemicals, and computers, while there was a net outflow from electronics, biomedicine, and light manufacturing sectors [8]. - Specific stocks that attracted significant net inflows included Northern Rare Earth (20.63 billion yuan), China National Petroleum Capital (10.4 billion yuan), and Wanhua Chemical (6.89 billion yuan) [9]. - Conversely, stocks like Changshan Beiming, Shenghong Technology, and Hengbao shares faced substantial net outflows of 11.87 billion yuan, 11 billion yuan, and 8.08 billion yuan respectively [10]. Institutional Insights - Jianghai Securities noted that market hotspots are dispersed, potentially leading to a structural market trend, while the overall index uptrend remains intact despite significant individual stock performance variations [12]. - CITIC Securities expressed optimism regarding investment opportunities in the non-bank sector, citing macroeconomic stabilization and liquidity release as positive factors for market activity [12].