【导读】港股三大指数高开低走，恒生生物科技指数创新高，泡泡玛特大跌 见习记者 储是 7月16日，港股三大指数高开低走。恒生指数早盘涨超1%后回落，截至收盘下跌0.29%，报 收于24517.76点。 恒生科技指数下跌0.24%，恒生国企指数下跌0.18%。 盘面上，风向标科网股涨跌不一，医 药股、稳定币概念走强，券商、房地产、新消费股走弱。 热门科网股涨跌不一 黄仁勋看好 热门科网股今日涨跌不一。 美 团下跌1.66%，小米、京东、网易等走低。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 - | | --- | --- | --- | --- | --- | --- | | 8 | 2556 | 迈富时 | 51.700c | -1.000 | -1.90% | | 9 | 3690 | 美团-W | 124.100c | -2.100 | -1.66% | | 10 | 0354 | 中国软件国际 | 5.100c | -0.070 | -1.35% | | 11 | 9999 | 网易-S | 206.800c | -2.200 | -1.05% | | 12 | 1797 | 东方甄选 ...

龙虎榜机构热股 今天机构龙虎榜上榜33只个股，净买入12只，净卖出21只。当日机构买入最多的个股前三位是：奥赛康 （1.5亿）、华宏科技（1.49亿）、塞力医疗（7426万）。 | 上榜热股 | | 实时涨跌幅 ; 买/卖家数 , 机构净买额 , | | | --- | --- | --- | --- | | 奧塞康 | | | | | 002755.SZ | +10.02% | 3/0 | +1.5 乙 | | 3日 | | | | | 华宏科技 | | | | | 002645.SZ | +10.04% | 4/1 | +1.49亿 | | 3日 | | | | | 塞力医疗 | | | | | 602716 CC | -3.26% | 1/0 | +7426.30万 | 奥赛康 龙虎榜显示，今日3家机构净买入1.5亿。 公司预计中报净利润同比增长78.58%-131.5%，因"近两年有多款新上市产品逐步开展商业化销售，为公 司业务带来新的增长点，公司营业收入实现同比增长，盈利能力进一步提升。" 龙虎榜知名游资 一、医药 个股龙虎榜 公司预计中报净利润同比增长222.42%—246.85%，因"公司克服产 ...

Market Overview - On July 16, the A-share market saw a total of 69 stocks hit the daily limit, with 55 stocks remaining after excluding 13 ST stocks and 1 delisted stock, resulting in a limit-up rate of 74.19% [1] Top Gainers - Shuangwei New Materials achieved the highest limit-up with a closing price of 23.24 yuan per share and a limit-up order volume of 361,600 hands, marking its sixth consecutive limit-up [2] - Other notable limit-up stocks include Farsen, Yingli Automotive, and Huangshi Group, with limit-up order volumes of 222,900 hands, 210,100 hands, and 208,000 hands respectively [2] Performance Forecasts - Zhongdian Port announced a half-year performance forecast, expecting a net profit attributable to shareholders of 170 million to 190 million yuan, representing a year-on-year growth of 55.06% to 73.3% [3] - Weichai Heavy Industry anticipates a net profit of 132 million to 151 million yuan for the first half of the year, reflecting a year-on-year increase of 40% to 60% [7] - Dayilong expects a net profit of 75 million to 100 million yuan, indicating a significant year-on-year growth of 162.38% to 249.84% [8] - Tianchen Co. forecasts a net profit of 18.8 million to 22.5 million yuan, with an impressive year-on-year growth of 640% to 786% [9] Industry Trends - The semiconductor industry is experiencing a structural recovery, driven by the rapid iteration of artificial intelligence technology, which has increased demand for processors and related electronic components [3] - Companies like Zhejiang Rongtai and Donggang Co. are actively expanding their business in the robotics sector, with significant collaborations and product developments underway [10] Investment Activity - Institutional investors showed strong interest in Huahong Technology, with net purchases exceeding 100 million yuan [11] - The top three net purchases by institutional seats included Huahong Technology, Seli Medical, and Beifang Long, with amounts of 113 million yuan, 7.426 million yuan, and 7.048 million yuan respectively [12]

作为全球唯一全粉末系列产品制造商，天工国际的粉末钢已通过北美压铸协会(NADCA)认证，打破欧 美企业30余年垄断，此次与恒而达签署战略合作框架协议后，恒而达将自2026年起五年内每年向天工国 际采购不少于100吨锯切工具专用材料，五年合计采购不少于600吨。 7月16日，金属切削领军企业恒而达(300946.SZ)发布公告称，其与高端特钢龙头企业天工国际(00826)签 署了战略合作框架协议。双方旨在围绕粉末高速钢、高氮钢在行星滚柱丝杠制造领域运用等多个方面展 开联合研发和制造，推动双方在技术和产业资源上的协同创新。 此次与恒而达的合作，不仅是天工国际粉末钢、高氮钢技术的商业化里程碑，更凸显其从材料端卡位人 形机器人、高端装备赛道的战略布局，这也是天工国际长期对新材料进行创新性研发的结果，有望助力 其向高端制造材料全球引领者跃迁。 天工国际的粉末钢用于恒而达高端锯切工具生产后，将助力恒而达提升产品耐磨性与使用寿命，替代价 格高昂的进口材料。这也意味着，天工国际的粉末钢于国内大客户中取得重大突破，这对于其打造标杆 效应拓展其他新客户将起到示范作用。 而在高氮钢方面，天工国际自主研发的高氮合金TPMDC02A已 ...

Market Overview - A-shares maintained a narrow fluctuation on July 16, with the Shanghai Composite Index closing at 3503.78 points, down 0.03% [1] - The Shenzhen Component Index and the ChiNext Index both fell by 0.22% to 10720.81 points and 2230.19 points, respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 146.19 billion yuan, a decrease of over 170 billion yuan from the previous day [1] Sector Performance - Financial stocks collectively declined, while the steel, non-ferrous metals, and coal sectors showed weakness [1] - The automotive supply chain stocks surged, with companies like Rongtai Co., Fuda Co., and Zhejiang Rongtai hitting the daily limit [1] - The innovative drug concept saw significant activity, with stocks like Guosheng Tang and Iwu Biotech rising approximately 16% [5][6] - The humanoid robot concept remained hot, with companies like Shangwei New Materials achieving a six-day limit increase [2][4] Notable Company Movements - Huadian New Energy, which debuted on the Shanghai main board, closed up 125.8%, reaching a market value of over 300 billion yuan at one point [1] - Weiyali, a Hong Kong-based electronic component distributor, saw its stock surge by 288% upon resuming trading, with an intraday increase exceeding 900% [1] Humanoid Robot Sector Insights - The humanoid robot industry is in its early stages, with significant growth expected in the next 3 to 5 years across various applications [4] - The current phase is described as the "dawn" of humanoid robot industrialization, with mass production and large-scale application becoming feasible [4] - Cost reduction is crucial for the widespread adoption of humanoid robots, and companies that master core component technologies are recommended for investment [4] Innovative Drug Sector Insights - The innovative drug sector experienced strong gains, with several companies hitting the daily limit [5][6] - The recent launch of the 11th batch of national drug centralized procurement is expected to impact the market, focusing on mature "old drugs" rather than innovative drugs [7] - The introduction of measures to support the high-quality development of innovative drugs indicates a growing role for commercial insurance in the healthcare system [7] Pet Economy Sector Insights - The pet economy concept gained traction, with companies like Weike Technology rising over 10% [8] - The pet food sector is viewed as a growing market with significant long-term growth potential, particularly for domestic brands [8]

A股复盘 | 死守3500点 / 2025.07.16 黄仁勋这是要入党吗？穿唐装，说中文，一下午都是他的讲话快讯，各种赞美中 国的科技：中国正在以令人难以置信的速度前进；轻视华为和中国制造的人都极 其天真；中国发展人形机器人处于一个非常优势的位置。 还提到雷军，" 从我认识雷军的第一天起，就知道他会取得非凡成功 "，还说要 买一辆小米汽车 今天A股死死守住3500点，银行没有一个红的，一个是中国人寿减持，二是之前 有险企高管说高分红资产配置比例已占二级权益投资总持仓30%左右。三是，彭 博爆万科计划寻求将部分国内银行贷款的期限延长最多达10年。 今天热点也轮动的较快，CPO、算力、数据中心、芯片、机器人、白酒、军工、 医药，连ST板块都被广道带起来了！ 中银认为，当前短期行情将进入的状态属于"高位震荡"或"高位小幅调整"状态。 中期仍维持"进二退一，中枢上行"的主观策略观点。长期指数"突破"后的高度， 取决于"反内卷"及其他相关增量政策的落地效果。 此外，鉴于二季度经济数据超预期，瑞银和摩根士丹利上调了中国2025年GDP 增长预测。 今日A股 今日三大指数收跌，沪指跌0.03%，深成指跌0.22%，创业板 ...

A股今日（7月16日）维持窄幅震荡走势，市场热点较为散乱；港股尾盘跳水，两大股指双双翻绿。 具体来看，沪指盘中围绕3500点窄幅震荡整理，深证成指、创业板指早盘一度冲高，尾盘回落翻绿。截至收盘，沪指微跌0.03%报3503.78点，深证成指跌0.22% 报10720.81点，创业板指跌0.22%报2230.19点，北证50指数涨0.27%，沪深北三市合计成交14619亿元，较此前一日减少超1700亿元。 场内近3300股飘红，金融股集体走低，钢铁、有色、煤炭板块疲弱；汽车产业链股强势拉升，嵘泰股份、福达股份、浙江荣泰等涨停；创新药概念再度活跃，广生 堂、我武生物涨约16%，丽珠集团、联环药业等涨停；人形机器人概念热度不减，上纬新材斩获6连板。此外，今日登陆沪市主板的华电新能收盘上涨125.8%，盘 中一度涨超200%，市值一度突破3000亿元。 港股方面，今日复牌的威雅利收盘大涨288%，盘中一度暴涨超900%。资料显示，威雅利是香港老牌电子元器件分销商，公司是A股上市公司雅创电子的控股子公 司。去年10月份，雅创电子通过全资子公司香港台信，完成对威雅利的全面要约收购。 人形机器人概念火爆 人形机器人概念今日 ...

李宁集团方面表示，"人形机器人运动科学联合实验室"充分融合了北京人形机器人创新中心在运动控 制、实时感知、自主决策等方面的领先能力，以及李宁集团在运动科学、人体科学、运动装备研发及市 场洞察等方面的优势，强强联合的战略合作将聚焦在两大研究重点方向：人形机器人运动科学数据采集 与分析、以及人形机器人与具身智能技术在终端门店的应用。 在揭牌仪式现场，"天工"机器人跑者穿着李宁赤兔8 PRO跑鞋亮相，并展示了其动态运动能力，未来它 将利用集成专业运动传感器与仿生运动控制技术，精准模拟人类跑步姿态，为李宁专业运动装备研发创 新提供精准的数据支撑。 "李宁品牌具有独特的运动员基因，非常重视运动科学研究及应用，聚焦以科技赋能专业产品，打造前 沿的专业运动装备。"李宁集团鞋研发创新系统总经理徐剑光在揭牌仪式上表示，"共建'人形机器人运 动科学联合实验室'，双方共同探索人形机器人运动科学的理论前沿与技术突破，推动科研成果转化， 引领智能运动与机器人产业的融合发展。" 与李宁集团官宣的"全国首个"人形机器人运动科学联合实验室相比，安踏集团的步伐要更快一些。在6 月19日，安踏集团与宇树科技、香港理工大学南京技术创新研究院共同为 ...

Core Viewpoint - The robotics industry is experiencing a surge in companies seeking to go public in Hong Kong, with Dahua Technology's subsidiary, Zhejiang Huairui Technology Co., Ltd., planning to list on the Hong Kong Stock Exchange after previously considering domestic options [1][2]. Group 1: Company Overview - Dahua Technology's subsidiary, Huairui Technology, focuses on machine vision and mobile robotics, providing comprehensive product solutions and system services through industrial internet technologies [1]. - Huairui Technology has a workforce with over 60% in research and development and has filed nearly 600 patent applications, indicating a strong position in embedded software, image optimization, recognition algorithms, and navigation technologies [3]. Group 2: Financial Performance - In the 2024 financial report, Dahua Technology reported a revenue of 32.181 billion yuan, a slight decrease of 0.12% year-on-year, and a net profit of 2.906 billion yuan, down 60.53% year-on-year [4]. - The machine vision and mobile robotics segment, represented by Huairui Technology, achieved a revenue of 5.566 billion yuan, reflecting a year-on-year growth of 13.44%, although the gross margin for this segment decreased by 2.62 percentage points to 32.35% [4]. Group 3: Market Strategy - The spin-off listing of Huairui Technology is expected to enhance its financing capabilities and brand recognition, allowing for better resource integration and product development, which will contribute to sustainable competitive advantages [4]. - Dahua Technology aims to leverage capital markets to seize market opportunities and promote smart manufacturing, thereby contributing to the digital and intelligent transformation of the manufacturing sector [4][5]. Group 4: International Expansion - Dahua Technology has established 68 overseas subsidiaries, with its products and services reaching over 180 countries and regions, indicating a strong international presence [5]. - In the 2024 financial report, the company reported overseas revenue of 16.294 billion yuan, a year-on-year increase of 6.31%, accounting for 50.63% of total revenue, surpassing domestic revenue [5].

Core Viewpoint - The 2025 11th Qidian Lithium Battery Industry Annual Conference aims to address technological advancements and challenges in the lithium battery sector, providing a platform for industry professionals to discuss and collaborate on future developments [2][3]. Industry Developments - In early 2025, BMW announced the upcoming installation of large cylindrical batteries in 2026, prompting a surge in the industry to develop 46-series large cylindrical batteries [1] - The Ministry of Industry and Information Technology released new safety standards for electric vehicle batteries, sparking widespread discussions on battery performance [1] - Several companies have begun mass production of full-tab cylindrical batteries, which are expected to find applications in electric vehicles, tools, and smart home devices due to their high rate and long lifespan advantages [1] - Solid-state batteries continue to gain attention for their high safety and energy density, maintaining high interest levels throughout 2025 [1] Storage Sector Insights - The cancellation of mandatory storage policies by the government has raised concerns about future demand for storage batteries [1] - The 314Ah battery is gradually replacing the 280Ah as the mainstream cell, with companies like CATL and EVE Energy introducing cells with capacities exceeding 500Ah, indicating a trend towards larger capacity storage batteries [1] - The U.S. tariff policy has impacted the global storage industry, creating challenges for market players [1] Emerging Applications - The debut of humanoid robots at the Spring Festival Gala in early 2025 has led to increased interest in batteries for humanoid robots, becoming a new focus for battery companies [1] - Various local policies promoting low-altitude economies are accelerating the development of the eVTOL industry [1] Material Innovations - The 9-series ultra-high nickel ternary cathodes are being widely adopted, while lithium manganese iron phosphate cathodes are being tested in commercial vehicles and two-wheeled vehicles [1] - The application of silicon-based anodes in conjunction with full-tab technology is increasing [1] Event Highlights - The conference will feature over 1500 attendees and 30000 online viewers, making it the largest event of the year [3] - It will include a combination of forums and exhibitions, facilitating precise resource matching [3] - The 11th Qidian Golden Ding Award will be presented, establishing benchmarks for the new energy industry [3] Agenda Overview - The event will cover various specialized topics, including fast-charging ecosystems for cylindrical batteries, advancements in square battery technology, and innovations in soft-pack batteries [5][6] - Specific sessions will focus on battery materials, equipment, and safety technologies, addressing critical industry challenges [6][7] Award Details - The Qidian Golden Ding Award aims to recognize outstanding brands in the new energy battery industry, encouraging innovation and sustainable development [7] - The award selection process includes online voting and expert reviews, culminating in the announcement of winners during the conference [8] Participating Companies - Notable companies in attendance will include CATL, BYD, LG Energy, and EVE Energy, among others, representing various sectors of the lithium battery industry [10][11]