Market Overview - A-shares surged on July 21, with the Shanghai Composite Index and ChiNext Index both reaching new highs for the year, while the Shenzhen Component Index broke through 11,000 points, marking a four-month high [1] - The total trading volume across the Shanghai, Shenzhen, and Beijing stock exchanges reached 1.7274 trillion yuan [1] Water Conservancy and Hydropower Sector - The water conservancy and hydropower sector experienced a significant rally, with multiple stocks hitting the daily limit. Notable performers included Wuxin Tunnel Equipment and Jikang Technology, both up by 30% [3][4] - The State-owned Assets Supervision and Administration Commission announced the establishment of China Yarlung Group, which is expected to enhance the long-term growth potential of the hydropower industry [5] - The Yarlung Zangbo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is anticipated to boost the hydropower sector's capacity significantly [5] Resource Stocks - Resource stocks collectively rose, with steel, coal, non-ferrous metals, chemicals, and petroleum sectors showing strong performance. Notable stocks included Liugang Co., which achieved three consecutive daily limits [6][7] - The Ministry of Industry and Information Technology announced a new round of growth stabilization plans for key industries, including steel and non-ferrous metals, which is expected to improve the competitive landscape [9][10] Human-Robot Concept - The human-robot concept saw renewed activity, with stocks like Wavelength New Materials achieving a nine-day limit increase. The sector is expected to benefit from upcoming events, including Tesla's major demonstration and the World Artificial Intelligence Conference [11][12][14] - The domestic human-robot industry is gaining traction globally, with increasing support from policies and a focus on core component localization, which is expected to enhance competitiveness [14]