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摩尔投研精选·2025-08-07 14:15

Market Overview - The market experienced fluctuations throughout the day, with the Shanghai Composite Index reaching a new high for the year, while the ChiNext Index underwent adjustments [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.83 trillion, an increase of 914 billion compared to the previous trading day [1] Sector Performance - The market showed a mixed performance with more stocks declining than rising, as over 3,000 stocks fell [2] - The rare earth permanent magnet sector saw a surge in the afternoon, with Ningbo Yunsheng hitting the daily limit [2] - The semiconductor sector also showed strength, with over 20 stocks, including Fuman Micro, reaching the daily limit [2] - Medical device stocks experienced a brief rally, with Lide Man hitting the 20% limit up [2] - Conversely, the innovative drug sector faced adjustments, with Qianhong Pharmaceutical hitting the daily limit down [2] - The sectors with the highest gains included rare earth permanent magnets, semiconductors, logistics, and medical devices, while the sectors with the largest declines included innovative drugs, insurance, copper foil, and photovoltaics [2] Institutional Activity - Institutional participation remained consistent with the previous day, with a net buying and selling amount exceeding 10 million for 25 stocks, of which 7 were net bought and 18 were net sold [3] - Notable net purchases included Hongtian Co. at 300 million, Dongfang Precision at 161 million, and Dawei Co. at 578,700 [3] - Significant net sales included Innovative Medical at 109 million, Dongxin Co. at 89,750, and Shanhe Intelligent at 76.86 million [3]