300059，A股“双第一”

Market Overview - The A-share market experienced a slight increase in the Shanghai Composite Index by 0.01% while the Shenzhen Component Index and the ChiNext Index fell by 0.37% and 0.01% respectively. The total market turnover was approximately 1.9 trillion yuan, a decrease of 30.3 billion yuan compared to the previous trading day [1]. Sector Performance - The A-share market saw a rotation of hotspots, with pharmaceutical-related concepts such as beauty care and medical services performing well, alongside major financial sectors like insurance and securities [3]. - The infrastructure sector, which had surged in the previous days, showed signs of divergence today. Leading stocks like Dongfang Electric and Tibet Tianlu remained strong, while popular stocks like Sany Heavy Industry and Conch Cement turned downward [4]. Company Highlights - Dongfang Wealth (300059) led the A-share market in terms of trading volume and net inflow of main funds, with a trading volume exceeding 19 billion yuan and a net inflow of over 980 million yuan [6][9]. - On July 18, Dongfang Wealth announced that shareholder Shen Yougen planned to transfer approximately 159 million shares, accounting for 1% of the company's total share capital, due to personal funding needs [11]. - The inquiry transfer price for the shares was preliminarily set at 21.66 yuan per share, with full subscription from 17 institutional investors [12]. Sector Analysis - The securities sector showed strength today, with leading stocks such as Guosen Securities and Guosheng Financial Holdings leading the gains [7]. - Guosen Securities rose by 5.14%, while Guosheng Financial Holdings increased by 4.98% [8]. Beauty and Personal Care Sector - The beauty care sector strengthened in the afternoon, with stocks like Jiaheng Jiahua and Runben shares hitting the daily limit [14]. - Jiaheng Jiahua has obtained production licenses for mosquito repellent products and aims to provide one-stop services in the cosmetics field [16]. - Runben's revenue from mosquito repellent products exceeded 400 million yuan in 2024, marking a 35.39% increase from 2023 [18]. - According to Guotai Junan Securities, beauty care products are highly sensitive to new demand changes, making them a key growth area in the new consumer landscape [18].