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突然,地产股集体飙升!
证券时报· 2025-07-10 08:13
今日盘中,港股地产股大幅走高,龙光集团一度上涨超80%,远洋集团盘中上涨超35%,融创中国、佳兆业集团、富力地产等多股跟随上涨。 | L2核心内容 | 个版权 | 元 打 巾 信公 | | 壬午晚 | 高型分元版 | 北京五六 | | 打开导航 12 0 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 复权 · 容加 · | 日 名 | テレディア | 简约 | 隐藏 ▶▶ 23 | | 03380 龙光集团 | | | | | | | | | | | 港 收市竟价 | | | 港股通(沪) | 清脂面(采) | | 设置均线 ▼ | | | 1.140 | 411.731 | | * | | 来 | 100 100 | 兼 | | | | +25.27% | | | | | | 1.680 - | | | | | | | | | | | | 交易状态 | | 交易中 | | | | | | | 1. 355 | | 1.230 | 1 M | | | | | | | | | 1.220 | 2M | | | | | | | | | ...
集体飙涨,原因找到了!
Zhong Guo Ji Jin Bao· 2025-07-10 07:57
【导读】金融地产猛拉!A股站上3500点 中国基金报记者泰勒 兄弟姐妹们啊,今天市场表现不错,A股午后不断冲高,不过美中不足的是,最后尾盘略有跳水! 一起看看发生了什么事情。 7月10日,市场的亮点之一是地产股午后集体爆发,华夏幸福、深深房A、光大嘉宝等多股涨停。 A股站稳3500点 7月10日,A股震荡上涨,沪指站稳3500点!截至收盘,沪指涨0.48%,深成指涨0.47%,创业板指涨0.22%。 市场共2947只个股上涨,69只个股涨停,2279只个股下跌。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 69 | | 涨幅 > 7% | 102 | | 涨幅 5-7% | 69 | | 涨幅 3-5% | 195 | | 涨幅 0-3% | 2581 | | 跌幅 0-3% | 2052 | | 跌幅 3-5% | 140 | | 跌幅 5-7% | 52 | | 跌幅 > 7% | 35 | | 其中 跌停 | 14 | | 上涨家数 | 2947 | | 下跌家数 | 2279 | | 平盘停牌 | 194 | | 总品种数 | 5420 | | 总成交额 | 1 ...
突发!集体飙涨,原因找到了!
中国基金报· 2025-07-10 07:49
7月10日,A股震荡上涨, 沪指站稳3500点!截至 收盘,沪指涨0.48%,深成指涨0.47%,创业板指涨0.22%。 兄弟姐妹们啊,今天市场表现不错,A股午后不断冲高,不过美中不足的是,最后尾盘略有跳水! 一起看看发生了什么事情。 A股站稳3500点 【导读】 金融地产猛拉!A股站上3500点 中国基金报记者 泰勒 市场共 2947只个股上涨,69只个股涨停,2279只个股下跌。 式和股东回报形式,海外银行兼具高股东回报和成长性。 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | | 600016 | 民生银行 | R | 5.31 | 5.55 | | 601398 | 工商银行 | R | 2.93 | 8.08 | | 000001 | 平安银行 | R | 2.65 | 13.18 | | 600036 | 招商银行 | R | 2.36 | 48.24 | | 601288 | 农业银行 | R | 1.77 | 6.31 | | 200012 | 华夏银行 | R | 1.66 | 8.58 | | 601988 | 中国银行 | ...
收评:沪指涨0.48%重回3500点 城镇化概念股集体爆发
Xin Hua Cai Jing· 2025-07-10 07:44
Market Performance - A-shares experienced a significant upward trend on July 10, with the Shanghai Composite Index rising by 0.48% to close above 3500 points for the first time since January 25, 2022 [1] - The Shenzhen Component Index increased by 0.47%, while the ChiNext Index rose by 0.22% [1] - Total trading volume reached 613.2 billion yuan for the Shanghai market and 881 billion yuan for the Shenzhen market [1] Sector Performance - Real estate, urbanization concept stocks, and silicon energy sectors saw substantial gains, with multiple stocks hitting the daily limit [1][2] - Major financial stocks, including the four largest banks, reached historical highs [1] - The PCB sector faced adjustments, with specific stocks experiencing significant declines [1] Institutional Insights - Market trends are expected to remain upward, with a focus on sectors such as semiconductors, consumer electronics, artificial intelligence, and low-altitude economy [3] - The cement industry is anticipated to see controlled supply and stable profitability due to recent policy changes [3] - Global capital flows are shifting, with increased investments in European stocks and outflows from U.S. equities [3] Policy Developments - The National Development and Reform Commission emphasized the importance of new urbanization, aiming for significant investments in key areas by 2035 [4] Financial Sector Updates - The China Export-Import Bank reported over 610 billion yuan in new loans to foreign trade sectors in the first half of the year, supporting small and micro foreign trade enterprises [6]
国际城市观察|约翰内斯堡11个战略重点对中国城市规划的启发
Xin Lang Cai Jing· 2025-07-10 07:41
约翰内斯堡是南非最大、人口最多的城市,也是南非最国际化的城市,是全球城市和网络的重要节点。 2025年11月,G20领导人峰会将在约翰内斯堡举行,这是G20历史上首次由非洲国家主办。这将进一步 推进约翰内斯堡在全球城市中的地位与作用。约翰内斯堡2040战略愿景旨在通过整合智能创新和技术, 将约翰内斯堡建设成为世界级的非洲城市。本文以约翰内斯堡发布的2024/25年度综合发展计划 (2024/25IDP: integrated Development Plan)为基础,阐述综合发展计划提出的11个战略重点,提出了中 国城市规划加强不同主体协同作用、制定城市国际关系规划方案和推进中国城市与全球南方城市发展规 图1 推动 2024/25综合发展计划实施的房子模型 11个战略重点 约翰内斯堡2024/25IDP确定的这11项战略重点,决定了城市发展的优先事项,它们与城市不断变化的需 求和愿景一致,是实现约翰内斯堡长期目标的全面路线图。 1、加强财政可持续性 确保约翰内斯堡长期稳定和成功的一个关键方面,就是确保城市的财政可持续。它要求确保财政能够持 续为居民提供基本服务,并为2040战略的关键举措提供资金。 划合作等建 ...
A股收评 | 地产午后冲高!龙头股四连板
智通财经网· 2025-07-10 07:15
Market Overview - A-shares exhibited resilience despite external negative influences, maintaining an upward trend with stable market sentiment, focusing on dividends and technology as main investment themes [1][10] - The market saw a significant trading volume exceeding 1.4 trillion yuan, with more stocks rising than falling [1][2] Sector Performance - Real estate and large financial sectors showed strength, with stocks like Yuhua Development and Huaxia Happiness hitting the daily limit [1] - The "anti-involution" theme continued to gain traction, with strong performances in solar energy and steel sectors, exemplified by stocks like Tuori New Energy [1] - Mid-year performance forecast stocks gained attention, with Northern Rare Earth hitting the daily limit, boosting the rare earth sector [1] Individual Stock Movements - A total of 2,947 stocks rose, while 2,279 fell, with 69 stocks hitting the daily limit and 15 stocks hitting the lower limit [2] - The Shanghai Composite Index rose by 0.48% to 3,509.68 points, with a trading volume of 613.2 billion yuan [2] Fund Flows - Major funds focused on sectors such as solar equipment, chemical pharmaceuticals, and small metals, with notable net inflows into stocks like Northern Rare Earth and Sunshine Power [3] Policy and Economic Updates - The National Development and Reform Commission emphasized increasing investment in new urbanization, targeting completion by 2035 [4] - The China Automobile Industry Association reported that new energy vehicle sales reached 6.937 million units in the first half of the year, a 40.3% year-on-year increase [5] - Shanxi Province is accelerating the construction of a new energy system and aims to become a significant energy raw material base [6] Future Outlook - Dongguan Securities anticipates continued positive sentiment in the short term, despite uncertainties regarding tariffs and economic observations [8] - Longcheng Securities noted the emergence of a new main line in the market, driven by "anti-involution" policies, creating a structural differentiation between technology and cyclical stocks [9] - Yin Hua Fund does not foresee significant upward potential for indices in the short term, as the market approaches the half-year report disclosure period [10]
7月10日涨停分析
news flash· 2025-07-10 07:11
7月10日涨停分析 今日共59股涨停,连板股总数18只,20股封板未遂,封板率为75%(不含ST股、退市股)。焦点股方面,森林包装与华光环能晋级6连板,塞力医疗走出8天 5板,宏和科技、长城电工、新中港等人气股跌停。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 华光环能 | 6天6板 | 9.98% | 09:31 | 光伏+电力 | | 600475 | | | | | | 拓日新能 | 3天3板 | 10.05% | 09:50 | 光伏 | | 002218 | | | | | | 科陆电子 | 2天2板 | 10.02% | 09:25 | 光伏+固态 | | 002121 | | | | 变压器 | | 美丽生态 | 2天2板 | 10.03% | 09:36 | 光伏 | | 000010 | | | | | | 国晟科技 | 2天2板 | 9.93% | 14:47 | 光伏电池 | | 603778 | | | | | | 弘元绿能 | 3天2板 | 10.03% | 14:54 | 光伏 | | 60 ...
A股收评:沪指站上3500,地产相关概念午后爆发
news flash· 2025-07-10 07:07
A股收评:沪指站上3500,地产相关概念午后爆发 金十数据7月10日讯,今日,A股三大指数开盘涨跌互现,全天震荡上行,上证指数收复并站稳3500。 截至收盘,上证指数收涨0.48%,深证成指收涨0.47%,创业板指收涨0.22%。城市更新、工程咨询、房 地产开发等地产相关概念股午后大幅上行,广咨国际、国义招标双双30cm涨停,渝开发4连板,华夏幸 福、重庆建工、深深房A等多股涨停;光伏相关概念全天强势,硅宝科技涨超18%;稀土永磁概念震荡 上行,京运通、北方稀土双双涨停;除此以外,钢铁、煤炭、券商、快递、创新药等概念涨幅居前。船 舶制造、PCB、存储芯片、游戏、消费电子等概念日内低迷。资金面上,沪深两市成交额达1.49万亿, 较昨日缩量约100亿,主力资金净流出约190亿。 ...
A股收评:沪指收涨0.48%盘中续创年内新高,房地产、房屋检测板块午后集体爆发
news flash· 2025-07-10 07:03
A股三大指数今日集体上涨,截至收盘,沪指涨0.48%,深成指涨0.47%,创业板指涨0.22%,北证50指数跌0.16%。全市场成交额 15150亿元,较上日缩量124亿元。全市场超2900只个股上涨。 NO.1 【西部大开发】 板块内10家涨停,3只连板股,最高连板数为4天4板,涨停股代表:四方新材、渝开发。 NO.2 【光伏概念】 板块内9家涨停,4只连板股,最高连板数为6天6板,涨停股代表:华光环能、拓日新能。 板块题材上,硅能源、房地产、稀土永磁、多元金融、减肥药概念股涨幅居前。PCB、游戏、军工装备、存储芯片、跨境支付板块跌 幅居前。 盘面上,房地产、房屋检测板块午后集体爆发,华夏幸福(600340)、光大嘉宝(600622)、广咨国际等多股涨停。硅能源板块维持 涨幅,京运通(601908)、晨光新材(605399)、华光环能(600475)封死涨停。银行板块延续涨势,工、农、中、建四大行盘中均 创历史新高。稀土永磁板块表现积极,北方稀土(600111)绩后涨停。多元金融板块维持强势,南华期货(603093)收获2连板。 PCB概念股多数调整,宏和科技(603256)尾盘跌停,中京电子(002579 ...
收评:沪指涨0.48%重回3500点 地产、城镇化概念股爆发
news flash· 2025-07-10 07:03
智通财经7月10日电,市场午后冲高回落,三大指数小幅上涨,沪指重回3500点上方。沪深两市全天成 交额1.49万亿,较上个交易日缩量110亿。盘面上,市场热点较为杂乱,个股涨多跌少,全市场超2900 只个股上涨。从板块来看,地产、城镇化概念股集体爆发,渝开发等多股涨停。银行等大金融股一度冲 高,工、农、中、建四大行续创历史新高。硅能源、光伏概念股持续活跃,京运通等涨停。下跌方面, PCB概念股展开调整,宏和科技跌停。板块方面,硅能源、房地产、稀土永磁、多元金融等板块涨幅居 前,PCB、消费电子、游戏、军工等板块跌幅居前。截至收盘,沪指涨0.48%,深成指涨0.47%,创业 板指涨0.22%。 收评:沪指涨0.48%重回3500点 地产、城镇化概念股爆发 ...