超级工程带来爆涨潮！超百股涨停！三大指数年内新高！最热板块一票难求！一度落寞的传统板块也悄悄发力...

Group 1 - The A-share market saw all three major indices rise, with the Shanghai Composite Index up 0.62%, the Shenzhen Component Index up 0.84%, and the ChiNext Index up 0.61%, all reaching new highs for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 19,286 billion yuan, an increase of 2,015 billion yuan from the previous day, with over 2,500 stocks rising and more than 100 stocks hitting the daily limit for the second consecutive day [1] Group 2 - The focus of the market remains on the Yarlung Tsangpo River downstream hydropower station concept, which has continued to see strong reactions in the second trading day [2][4] - Stocks related to the Yarlung Tsangpo hydropower project have experienced significant surges, particularly in sectors such as cement, civil explosives, water conservancy equipment, and engineering construction, leading to a wave of limit-up stocks [4] - China Power Construction Corporation also hit the daily limit, with a limit-up order volume reaching 12.34 million hands, the highest in A-shares [5] Group 3 - Zhonglian Heavy Industry's stock surged over 9% after the company indicated potential positive impacts on performance from the Yarlung Tsangpo project [7] - The Yarlung Tsangpo hydropower project is the largest planned hydropower project globally, with an investment of 1.2 trillion yuan and a demand for equipment exceeding 100 billion yuan, expected to provide stable orders for the engineering machinery industry over its 10-year construction period [7] Group 4 - The liquor sector has shown volatility, with stocks like Shanxi Fenjiu and Yingjia Gongjiu rising over 5%, while Luzhou Laojiao increased by over 4% [9] - The liquor sector has faced challenges, with a year-to-date decline exceeding 10%, prompting fund managers to adjust their holdings, with some increasing positions in leading brands while reducing exposure to others [13] - Fund manager Zhang Kun emphasized that current valuations reflect pessimistic expectations, suggesting that long-term investors may find attractive opportunities [13] Group 5 - Coal stocks experienced a significant rally, with companies like Shanxi Coking Coal and Haohua Energy hitting the daily limit [15] - The surge in coal prices was anticipated, as the Dalian Commodity Exchange's coking coal futures showed strong activity, leading to a limit-up in the afternoon [15] - Analysts noted that the recent focus on stabilizing growth in key industries by the Ministry of Industry and Information Technology has boosted market confidence in coking coal [17]