新华财经北京7月22日电 （王媛媛）市场早盘探底回升，三大指数小幅上涨，创业板指领涨。截至午间 收盘，沪指报3568.78点，涨0.25%，成交4901亿元；深证成指报11069.57点，涨0.56%，成交6470亿 元；创业板指报2312.74点，涨0.69%，成交3026亿元。 板块方面，超级水电、钢铁、光伏设备、电池等板块涨幅居前，智谱AI、银行、游戏、软件开发等板 块跌幅居前。 盘面热点 盘面上，超级水电概念股维持强势，中国电建等多股涨停。光伏概念股再度反弹，亿晶光电涨停。固态 电池概念股表现活跃，德新科技涨停。下跌方面，银行股展开调整，厦门银行跌超3%。 个股跌多涨少，全市场超2700只个股下跌。 机构观点 富荣基金：权益市场情绪依旧高涨，上证指数一举站稳3500点。短期随着外部不确定性的逐步缓解，建 议重点关注高成长产业，如AI、机器人、创新药等。同时国内 "反内卷"政策正密集进入落地期，工信 部总工程师在国新办新闻发布会上表示，钢铁、有色金属、石化、建材等十大重点行业的稳增长工作方 案即将出台，核心重点是"调结构、优供给、淘汰落后产能"。随着细分行业供给端政策的持续发 布，"反内卷"相关的周期板 ...

2025.07. 22 本文字数：1516，阅读时长大约2分钟 作者 | 一财资讯 7月22日午盘，沪指报3568.78点，涨0.25%，深成指报11069.57点，涨0.56%，创业板指报2312.74点，涨 0.69%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | NAV | 3568.78 | 8.99 | 0.25% | | 399001 | 深证成指 | ج | 11069.57 | 62.08 | 0.56% | | 399006 | 创业板指 | V | 2312.74 | 15.86 | 0.69% | 盘面上，大基建板块持续活跃，工程机械、民爆概念、水泥概念、钢铁板块涨幅居前，贵金属、培育钻石、光 伏、军工板块走强；银行股领跌，游戏、券商、跨境支付板块走弱。 沪深两市半日成交额1.14万亿，较上个交易日放量513亿。全市场超2700只个股下跌。 11:20 光伏概念股再度活跃 亿晶光电回封涨停，大全能源、琏升科技、双良节能涨超5%，弘元绿能、通威股份、上能电 ...

Core Viewpoint - The A-share market showed a slight recovery after a dip, with the three major indices experiencing minor increases despite a majority of stocks declining [1] Market Performance - The Shanghai and Shenzhen markets recorded a half-day trading volume of 1.14 trillion, an increase of 51.3 billion compared to the previous trading day [1] - Over 2,700 stocks in the market experienced declines, indicating a broad-based downturn [1] Sector Analysis - The super hydropower concept stocks remained strong, with companies like China Power Construction hitting the daily limit [1] - The photovoltaic sector rebounded, with Yijing Photovoltaic also reaching the daily limit [1] - Solid-state battery concept stocks were active, with Dexin Technology hitting the daily limit [1] - In contrast, bank stocks underwent adjustments, with Xiamen Bank dropping over 3% [1] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.25%, the Shenzhen Component Index increased by 0.56%, and the ChiNext Index gained 0.69% [1]

Core Viewpoint - The market showed a slight recovery in the morning session, with the three major indices experiencing small gains, while the overall market saw more declines than advances among individual stocks [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion, an increase of 51.3 billion compared to the previous trading day [1] - The Shanghai Composite Index rose by 0.25%, the Shenzhen Component Index increased by 0.56%, and the ChiNext Index gained 0.69% [1] Sector Performance - Super water and electricity concept stocks maintained strong performance, with companies like China Power Construction hitting the daily limit [1] - Photovoltaic concept stocks rebounded, with Yijing Photovoltaic also reaching the daily limit [1] - Solid-state battery concept stocks were active, with Haopeng Technology hitting the daily limit [1] - In contrast, bank stocks underwent adjustments, with Xiamen Bank declining by over 3% [1] - The sectors with the highest gains included super water and electricity, steel, photovoltaic equipment, and batteries, while sectors with the largest declines included AI, banking, gaming, and software development [1]

A股三大指数早盘集体上涨，截至午盘，沪指涨0.25%，深成指涨0.56%，创业板指涨0.69%，北证50指 数涨0.73%，沪深京三市半日成交额11589亿元，较上日放量563亿元。全市场超2400只个股上涨。板块 题材上，雅下水电、工程机械、贵金属、固态电池、军工装备板块涨幅居前；银行、智谱AI、造纸包 装、游戏板块跌幅居前。盘面上，雅下水电概念股再度大涨，西宁特钢（600117）、保利联合 （002037）、高争民爆（002827）多股走出2连板。固态电池板块盘中发力，德新科技（603032）、豪 鹏科技（001283）涨停。军工板块反复活跃，长城军工（601606）涨停再创新高，北方长龙 （301357）、新余国科（300722）涨幅居前。光伏概念股临近午盘持续拉升，亿晶光电（600537）涨 停，大全能源、通威股份（600438）持续上扬。银行板块表现不佳，厦门银行（601187）盘中跌超 4%，渝农商行（601077）、浙商银行（601916）、杭州银行（600926）等多股下挫。智谱AI概念股多 数调整，优刻得、正元智慧（300645）、中科金财（002657）跌幅居前。 ...

智通财经7月22日电，亿晶光电回封涨停，大全能源、琏升科技、双良节能涨超5%，弘元绿能、通威股 份、上能电气、亚玛顿等跟涨。消息面上，中信建投研报指出，目前光伏、锂电均处于盈利底部，其中 光伏亏损更为明显，"反内卷"有望成为推动新能源行业中长期盈利修复的关键推动力。 光伏概念股再度活跃 亿晶光电回封涨停 ...

一、股东大会设立大会秘书处，具体负责大会有关程序方面的事宜。 二、董事会将维护股东的合法权益，以确保大会正常秩序和议事效率为原则，认 真履行法定职责。 三、股东要认真履行法定义务，不得侵犯其他股东的权益，不得扰乱大会的正常 程序。 四、股东依法享有发言权、质询权、表决权等权利。要求发言或提问的股东应当 向大会秘书处登记。股东可将有关意见填在征询表上，由大会秘书处汇总后，统一交 由有关人员进行解答。 亿晶光电科技股份有限公司 五、股东发言的总时间原则上控制在 30 分钟内。有两名以上股东同时要求发言 时，主持人将按照所持股数由多到少的顺序安排发言。 二〇二五年七月 亿晶光电科技股份有限公司 根据中国证券监督管理委员会发布的《上市公司股东会规则》和《亿晶光电科技 股份有限公司章程》等文件的精神，为维护投资者的合法权益，确保公司股东大会现 场会议的正常秩序和议事效率，特制订如下大会现场会议须知，望股东、董事、其他 有关人员严格遵守。 七、股东不得无故中断大会议程要求发言。在议案过程中，股东要求发言或就有 关问题提出质询的，须经大会主持人许可，始得发言或提出问题。在进行表决时，股 东不进行大会发言。 八、公司董事会和 ...

2025 年第二次临时股东大会会议资料 $\underline{\hspace{1cm}}\square\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}\,\underline{\hspace{1cm}}$ 1 亿晶光电科技股份有限公司 2025 年第二次临时股东大会会议资料 2025 年第二次临时股东大会会议资料 亿晶光电科技股份有限公司 2025 年第二次临时股东大会现场会议须知 根据中国证券监督管理委员会发布的《上市公司股东会规则》和《亿 ...

Investment Rating - The report indicates a positive investment outlook for the equipment manufacturing industry, particularly in engineering machinery and automotive sectors, suggesting continued growth and resilience in these areas [1][2][3]. Core Insights - Engineering machinery sales are on an upward trend, with domestic sales of 12 types of machinery showing a year-on-year increase of 9% in June, particularly driven by excavators which saw a growth of 6.2% [2][3]. - The automotive market is also experiencing growth, with average daily retail sales of passenger cars increasing by 11% year-on-year in the second week of July, supported by promotional activities and strong export growth [2][3]. - In the photovoltaic sector, silicon wafer prices have risen, but there are concerns about weak downstream demand and potential downward pressure on prices in the second half of the year [2][3]. Market Performance Review - From July 14 to July 18, the indices for machinery equipment, electric power equipment, and automotive sectors increased by 2.91%, 0.57%, and 3.28% respectively, ranking 4th, 15th, and 3rd among 31 primary industries [7][8]. - The top-performing sub-sectors included commercial vehicles with a rise of 5.98% and other power equipment up by 4.76%, while photovoltaic equipment saw a decline of 2.01% [8]. Industry News and Key Company Announcements - A new low-carbon data center project in Ulanqab has commenced operations, marking a significant step in integrating renewable energy with data center operations [17]. - The launch of a new humanoid robot with a hot-swappable battery system by UBTECH aims to enhance productivity in smart manufacturing [17]. - Guizhou's green electricity trading volume has surged by 224% year-on-year in the first half of the year, reflecting the province's commitment to developing renewable energy sources [17].

Group 1 - The A-share photovoltaic sector is experiencing a continuous adjustment, with significant declines in stock prices [1] - Yamaton has dropped over 9%, indicating a notable downturn in its market performance [1] - Other companies such as Yijing Optoelectronics, Guosheng Technology, Haiyou New Materials, Hongyuan Green Energy, and *ST Mubang have also seen declines [1]