Market Overview - On the last trading day of July, all three major A-share indices fell collectively, with the Shanghai Composite Index down 1.18% to 3573 points, the Shenzhen Component Index down 1.73%, and the ChiNext Index down 1.66% [1] - The total trading volume for the day was 1.96 trillion yuan, an increase of 90.9 billion yuan compared to the previous trading day, with nearly 4300 stocks declining across the market [1] Sector Performance - The steel sector declined, with Baogang Co. falling nearly 8% [1] - Coal stocks experienced widespread declines, with Antai Group down nearly 7% [1] - The aquaculture sector weakened, led by Zhongshui Fisheries [1] - Lithium mining concepts showed volatility, with companies like Shengxin Lithium Energy and CATL down nearly 5% [1] - Other sectors with significant declines included titanium dioxide, photovoltaic equipment, shipbuilding, minor metals, and duty-free concepts [1] Positive Movements - The liquid cooling concept rose against the trend, with stocks like Cambridge Technology, Chunz中科技, and Ice轮环境 hitting the daily limit [1] - The inclusion of assisted reproductive technology in medical insurance across 31 provinces boosted the assisted reproduction sector, with stocks like Anke Bio and Hanshang Group hitting the daily limit [1] - The composite fluid sector was active, with Nord Shares reaching the daily limit [1] - Other sectors with notable gains included gene sequencing, AI, and state-owned cloud concepts [1] Index Performance - Shanghai Composite Index: 3573.21, down 42.51 points (-1.18%) [1] - Shenzhen Component Index: 11009.77, down 193.26 points (-1.73%) [1] - ChiNext Index: 2328.31, down 39.37 points (-1.66%) [1] - Other indices such as the Sci-Tech 50 and CSI 300 also showed declines [1]

Market Overview - The Shanghai Composite Index fell by 0.68% at midday, while the Shenzhen Component Index rose by 0.43% [1] - The AI hardware sector saw a significant rally, with multiple ETFs related to artificial intelligence experiencing gains of around 4% [5] - The real estate sector faced notable declines, with ETFs related to real estate dropping by 3.66% and 3.06% respectively [6] Sector Performance - The AI application sector and liquid cooling concepts began to see a rebound, contributing to the overall strength of the AI industry [1] - Innovative pharmaceuticals continued to show strong performance, with several ETFs in this sector rising by approximately 2.93% to 2.55% [5] - Cyclical stocks, including steel, coal, and rare earth sectors, continued to adjust downwards, reflecting a broader market trend [1][6]

Core Viewpoint - The main focus of the news is the significant outflow of major funds from the stock market, particularly affecting two leading companies, with a net outflow exceeding 12 billion yuan for each [1][6]. Fund Flow Summary - On July 30, the net outflow of major funds from the Shanghai and Shenzhen stock markets reached 529 billion yuan, with the ChiNext board experiencing a net outflow of 212.46 billion yuan and the CSI 300 index seeing a net outflow of 123.35 billion yuan [2]. - Among the 14 industries that saw an increase, the steel industry led with a rise of 2.05%, followed by the oil and petrochemical sector with a 1.84% increase. The media, food and beverage, social services, and banking sectors also showed notable gains [2]. - Conversely, 17 industries experienced declines, with the power equipment sector dropping the most at 2.22%, while the computer, automotive, and defense industries also saw declines exceeding 1% [2]. Individual Stock Performance - In terms of individual stocks, 41 stocks had a net inflow exceeding 1 billion yuan, with 13 stocks seeing inflows over 2 billion yuan. The liquid cooling concept stock, Invech, topped the list with a net inflow of 8.67 billion yuan, and its stock price hit the daily limit [4]. - The new stock N Hanhigh recorded a net inflow of 5.1 billion yuan, with its price soaring over 600% on its debut, triggering a second trading halt [4]. - Other notable stocks with significant net inflows included Defu Technology, Tom Cat, Juran Smart Home, Caesar Travel, and Shenzhou Taiyue [5]. Major Outflows - Among the 27 industries with net outflows, the computer industry had the highest outflow at 89.79 billion yuan, while the power equipment, electronics, non-ferrous metals, and automotive sectors each saw outflows exceeding 44 billion yuan [3]. - Notably, CATL and Construction Industry both experienced net outflows exceeding 12 billion yuan, with Construction Industry hitting the daily limit down and closing at a 9.95% drop [6][7].

Market Overview - On July 30, the A-share market showed mixed performance with the three major indices fluctuating. The total trading volume reached 1.87 trillion yuan, an increase of 41.7 billion yuan compared to the previous trading day, with over 3,500 stocks declining [1] - Market hotspots included sectors such as aquaculture, baby and child concepts, and dairy stocks, while sectors like digital currency, batteries, and cross-border payments saw declines [1] Stock Performance - A total of 48 stocks hit the daily limit up, with 12 stocks on consecutive limit up boards. The limit up rate was 72% (excluding ST and delisted stocks) [3] - Notable stocks included: - Tibet Tourism: 8 consecutive limit ups, closing at 25.64 yuan (+10.00%) [4] - Xining Special Steel: 8 limit ups in 7 days, closing at 4.20 yuan (+9.95%) [4] - Southern Road Machinery: 8 limit ups in 7 days, closing at 49.87 yuan (+9.99%) [4] - Happiness Blue Sea: 5 limit ups in 4 days, closing at 25.32 yuan (+20.00%) due to the release of the film "Nanjing Photo Studio" [4] Institutional Activity - The top three net buying stocks on the daily leaderboard were: - Yingweike: 5.74 billion yuan net buy, closing at 36.55 yuan (+9.99%) [6] - Baogang Co.: 3.74 billion yuan net buy, closing at 2.92 yuan (+10.19%) [6] - Xizang Tianlu: 2.18 billion yuan net buy, closing at 17.91 yuan (+3.95%) [6] - The top three net selling stocks were: - Construction Industry: 8.6 billion yuan net sell, closing at 38.81 yuan (-9.95%) [7] - Zhongyin Securities: 3.89 billion yuan net sell, closing at 16.11 yuan (-10.00%) [7] - Zhongtung High-tech: 3.53 billion yuan net sell, closing at 17.10 yuan (-10.00%) [7] Sector Insights - Yingweike is a provider of precision temperature control energy-saving solutions, with significant growth in liquid cooling technology for data centers expected in 2024 [9] - Baogang Co. confirmed a major contract for supplying rare earth alloy steel for a national key infrastructure project, enhancing its position in the market [9][11] - Xizang Tianlu focuses on engineering contracting and cement production, with a strong background in state-owned enterprises [12] Conclusion - The market exhibited a diverse range of performances across sectors, with notable activity in tourism, steel, and film-related stocks. Institutional buying and selling patterns indicate strategic movements in response to market conditions and company developments.

Market Overview - On July 30, A-shares showed mixed performance with the three major indices fluctuating. The total trading volume reached 1.87 trillion yuan, an increase of 41.7 billion yuan compared to the previous trading day, with over 3,500 stocks declining [1] - Market focus was on sectors such as aquaculture, infant and child concepts, and dairy stocks, while tourism, hotels, and film concepts were active. Conversely, sectors like digital currency, batteries, small metals, and cross-border payments saw declines [1] Stock Performance - A total of 48 stocks hit the daily limit, with 12 stocks on consecutive limit-up boards. The limit-up rate was 72% (excluding ST and delisted stocks) [3] - Notable stocks included: - Xizang Tourism: 8 consecutive limit-ups, closing at 25.64 yuan (+10.00%) [4] - Xining Special Steel: 8 limit-ups in 7 days, closing at 4.20 yuan (+9.95%) [4] - Southern Road Machinery: 8 limit-ups in 7 days, closing at 49.87 yuan (+9.99%) [4] - Han Jian He Shan: 8 limit-ups in 6 days, closing at 7.37 yuan (+10.00%) [4] Trading Insights - The top three net buying stocks on the daily leaderboard were: - Yingweike: +9.99%, net buying of 574 million yuan [5] - Baogang Co.: +10.19%, net buying of 374 million yuan [5] - Xizang Tianlu: +3.95%, net buying of 218 million yuan [5] - The top three net selling stocks were: - Construction Industry: -9.95%, net selling of 860 million yuan [6] - Zhongyin Securities: -10.00%, net selling of 389 million yuan [6] - Zhongtung High-tech: -10.00%, net selling of 353 million yuan [6] Sector Highlights - Baogang Co. confirmed winning a major contract for supplying 62,000 tons of rare earth alloy steel for the Yarlung Tsangpo River downstream hydropower project, marking another significant infrastructure project in Tibet [13] - The company plans to produce 15.64 million tons of crude steel in 2025, an increase of 650,000 tons from 2024 [13] - Xizang Tianlu's main business includes engineering contracting and cement production, with a focus on road and municipal construction [20] Institutional Activity - Institutions showed significant interest in stocks like Xizang Tianlu and Yingweike, with net buying amounts of 126 million yuan and 84 million yuan, respectively [22][7] - Conversely, institutions sold off stocks like Beihai Long and Hengbao Co., with net selling amounts of 115 million yuan and 114 million yuan, respectively [23][8]