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中国基金报·2025-07-31 03:14

Market Overview - On July 31, A-shares opened mixed, with the Shanghai Composite Index slightly lower and the Shenzhen Component and ChiNext indices in the green [2] - By midday, the Shanghai Composite Index had dropped over 1%, while all three major indices were collectively in the red [2][3] Sector Performance - The cyclical sectors such as steel, precious metals, coal, and real estate experienced significant declines, while sectors like communication and computer technology showed strength [4] - The communication equipment sector rose by 1.98%, and electronic components increased by 1.87% [5] Hong Kong Market - The Hong Kong market also saw declines, with the Hang Seng Index and the Hang Seng China Enterprises Index dropping over 1% [6][7] - Longfor Group led the decline among Hang Seng constituents, falling over 5% [6] CPO and Liquid Cooling Server Stocks - CPO concept stocks were notably active, with Cambridge Technology hitting the daily limit and Lian Te Technology rising over 10% [10] - Liquid cooling server stocks also performed well, with Siquan New Materials hitting the daily limit and Yingweike reaching a new historical high shortly after opening [12] Assisted Reproductive Technology Sector - The assisted reproductive sector saw strong performance, with stocks like Gongtong Pharmaceutical and Lide Man hitting the daily limit, and other stocks like Anke Bio and Guangsheng Tang experiencing significant gains [17] - A new policy from the Beijing government aims to enhance reproductive health services and include assisted reproductive technology in medical insurance coverage, which is expected to boost the sector [19] South Road Machinery - South Road Machinery opened high and reached the daily limit, achieving a remarkable performance of "9 days 8 boards," with its stock price doubling since the beginning of the current rally [21] - The company announced a cumulative increase of 91% in its stock price since July 18, indicating potential market overheating despite no significant changes in its fundamentals [21]