Core Insights - The Zhipu AI concept index rose by 1.73%, ranking second among concept sectors, with 40 stocks increasing in value, including Yidian Tianxia which hit the daily limit with a 20% increase [1][2] - Major gainers in the sector included Yidian Tianxia, Axon Security, and Shenzhou Digital, which rose by 20%, 7.88%, and 7.25% respectively [1][2] - Conversely, major decliners included Desheng Technology, Zhenghe Ecology, and Zhongke Jincai, which fell by 4.00%, 2.79%, and 2.57% respectively [1][2] Market Performance - The Zhipu AI concept sector saw a net inflow of 4.491 billion yuan, with 39 stocks experiencing net inflows, and 11 stocks exceeding 100 million yuan in net inflow [2][3] - The top stock for net inflow was Sanliu Ling, with a net inflow of 1.211 billion yuan, followed by Yidian Tianxia and Shenzhou Digital with net inflows of 899.8 million yuan and 862.4 million yuan respectively [2][3] Stock Flow Ratios - The highest net inflow ratios were observed in Yidian Tianxia, Shenzhou Digital, and Sanliu Ling, with net inflow rates of 24.30%, 19.72%, and 19.63% respectively [3] - The Zhipu AI concept's stock flow rankings highlighted significant trading activity, with Yidian Tianxia leading in turnover rate at 37.61% [3][4] Notable Stocks - Key stocks in the Zhipu AI concept included: - Sanliu Ling (601360): 6.20% increase, 7.74% turnover rate, 1.2106781 billion yuan net inflow, 19.63% net inflow ratio [3] - Yidian Tianxia (301171): 20.00% increase, 37.61% turnover rate, 899.5049 million yuan net inflow, 24.30% net inflow ratio [3] - Shenzhou Digital (000034): 7.25% increase, 17.89% turnover rate, 862.4250 million yuan net inflow, 19.72% net inflow ratio [3]

Core Insights - The liquid cooling server concept has seen a rise of 1.86%, leading the sector in gains, with 56 stocks increasing in value, including notable performers like Siquan New Materials, which hit a 20% limit up [1][2]. Group 1: Market Performance - The liquid cooling server sector outperformed other concepts, with a 1.86% increase, while sectors like special steel and low-radiation glass saw declines of -3.20% and -3.07% respectively [2]. - Major gainers in the liquid cooling server sector included Siquan New Materials (+20%), Dayuan Pump Industry (+10.02%), and Yingweike (+10.01%) [1][4]. - Conversely, stocks such as Shuangliang Energy and Luxshare Precision experienced significant declines of -4.13% and -2.94% respectively [1][8]. Group 2: Capital Inflows - The liquid cooling server sector attracted a net inflow of 4.768 billion yuan, with 51 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows [2]. - Shenzhou Digital led the inflow with 862.425 million yuan, followed by Industrial Fulian and Inspur Information with inflows of 593.857 million yuan and 569.683 million yuan respectively [3][4]. - The top three stocks by net inflow ratio were Chuanrun Co. (43.55%), Yingweike (37.56%), and Ice Wheel Environment (20.93%) [3][4].

Market Performance - The market saw an afternoon rise with sectors such as CRO, special steel, and super hydropower gaining, while banking, insurance, and pork sectors adjusted [1] - By the close, the CSI A500 index rose by 0.5%, the CSI 300 index increased by 0.4%, the ChiNext index surged by 1.9%, and the STAR Market 50 index climbed by 1.5%, while the Hang Seng China Enterprises Index fell by 0.3% [1] Index Details - The CSI 300 index, composed of 300 large and liquid stocks from the Shanghai and Shenzhen markets, had a rolling P/E ratio of 13.5 times, with a valuation percentile of 57.0% since its inception in 2005 [2] - The CSI A500 index, made up of 500 stocks with good liquidity across various industries, recorded a daily increase of 0.5% and a rolling P/E ratio of 15.7 times, with a valuation percentile of 60.2% since 2004 [2] - The ChiNext index, tracking 100 large and liquid stocks in the ChiNext market, rose by 1.9% with a rolling P/E ratio of 35.1 times, and a valuation percentile of 20.3% since its launch in 2010 [2] - The STAR Market 50 index, consisting of 50 large and liquid stocks from the STAR Market, increased by 1.5% with a rolling P/E ratio of 146.1 times, and a valuation percentile of 99.6% since its inception in 2020 [2] Hang Seng Index - The Hang Seng China Enterprises Index, which includes 50 large and actively traded stocks listed in Hong Kong, saw a decline of 0.3% and has a rolling P/E ratio of 10.4 times, with a valuation percentile of 63.1% since 2002 [3]

| 600022 | 山东钢 | 1.96 | 0.99 | -748.04 | -4.57 | | --- | --- | --- | --- | --- | --- | | | 铁 | | | | | | 603191 | 望变电 | -2.27 | 7.56 | -1066.17 | -2.70 | | | 气 | | | | | | 002722 | 物产金 | -2.00 | 5.77 | -1184.36 | -6.65 | | | 轮 | | | | | | 301522 | 上大股 | 0.00 | 3.45 | -1294.77 | -14.22 | | | 份 | | | | | | 300034 | 钢研高 | 0.22 | 2.83 | -1805.89 | -4.68 | | | 纳 | | | | | | 688186 | 广大特 | 0.85 | 5.00 | -2021.08 | -6.22 | | | 材 | | | | | | | 宝色股 | | | | | | 300402 | 份 | -1.17 | 2.88 | -2134.56 | -15.82 | | 600126 ...

Group 1 - Kuaishou concept stocks fell by 1.31%, ranking among the top declines in the concept sector, with leading decliners including Liou Co., Shengtian Network, and Shiji Hengtong [1] - Among the Kuaishou concept stocks, six stocks saw price increases, with Yuanlong Yatu, Lishang Guochao, and Yiwan Yichuang rising by 0.63%, 0.56%, and 0.40% respectively [1] - The Kuaishou concept sector experienced a net outflow of 1.984 billion yuan in main funds, with 43 stocks seeing net outflows, and five stocks exceeding 100 million yuan in outflows [2] Group 2 - The top net outflow stock was Liou Co., with a net outflow of 422 million yuan, followed by Meiri Interactive, Zhongwen Online, and Tianyu Digital Science with net outflows of 148 million yuan, 125 million yuan, and 116 million yuan respectively [2] - The stocks with the highest net inflows in the Kuaishou concept sector included Lishang Guochao, Yuanlong Yatu, and Huamei Holdings, with net inflows of 11.88 million yuan, 8.51 million yuan, and 2.76 million yuan respectively [2][4]

Group 1 - The special steel concept index rose by 3.26%, ranking 6th among concept sectors, with 34 stocks increasing in value [1] - Notable gainers included Fangda Special Steel, Xining Special Steel, and Wangbian Electric, which hit the daily limit, while Bayi Steel, Guangda Special Materials, and Steel Research High-tech also saw significant increases of 7.18%, 6.58%, and 6.36% respectively [1] - The stocks with the largest declines included Wuchan Jinlun, Hangang Co., and Baosteel, which fell by 2.01%, 1.19%, and 0.45% respectively [1] Group 2 - The special steel sector experienced a net outflow of 201 million yuan in capital, with 21 stocks receiving net inflows, and 11 stocks seeing inflows exceeding 10 million yuan [2] - The top net inflow was seen in Hualing Steel, with a net inflow of 74.95 million yuan, followed by Guangda Special Materials, Fangda Special Steel, and Wangbian Electric with net inflows of 64.81 million yuan, 49.70 million yuan, and 32.90 million yuan respectively [2] Group 3 - In terms of capital inflow ratios, Xining Special Steel, Guangda Special Materials, and Fangda Special Steel had the highest net inflow rates at 39.52%, 9.81%, and 7.88% respectively [3] - The special steel concept capital inflow rankings showed Hualing Steel with a daily increase of 6.35% and a turnover rate of 2.80%, while Guangda Special Materials increased by 6.58% with a turnover rate of 10.08% [3][4]

Group 1 - The special steel concept index declined by 0.81%, ranking among the top declines in the concept sector as of July 16 [1] - Within the special steel sector, major decliners included Shengde Xintai, Anyang Iron & Steel, and Hualing Steel, while notable gainers were Wuchan Jinlun, Fushun Special Steel, and Beijing Lier, with increases of 4.72%, 2.53%, and 2.35% respectively [1] - The special steel sector experienced a net outflow of 508 million yuan from main funds today, with 28 stocks seeing net outflows, and 8 stocks with outflows exceeding 30 million yuan [2] Group 2 - The top net outflows in the special steel sector were led by Hualing Steel with a net outflow of 85.53 million yuan, followed by Baogang Co., Hangang Co., and Guangda Special Materials with outflows of 75.19 million yuan, 71.96 million yuan, and 49.04 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included Fushun Special Steel, Wuchan Jinlun, and New Steel Casting, with net inflows of 53.57 million yuan, 17.73 million yuan, and 13.43 million yuan respectively [2][3] - The trading volume and turnover rates varied among the stocks, with Hualing Steel showing a turnover rate of 2.26% and a decline of 3.41%, while Wuchan Jinlun had a turnover rate of 12.36% with a gain of 4.72% [3]

Core Viewpoint - The special steel sector has shown a significant increase, with a rise of 3.25%, ranking third among concept sectors, driven by strong performances from several stocks [1][2]. Group 1: Sector Performance - As of July 2, the special steel concept saw 31 stocks increase in value, with notable gains from Chongqing Steel, Shengde Xintai, and Sansteel Minguang, which rose by 10.16%, 17.00%, and 8.12% respectively [1][2]. - The sector experienced a net inflow of 684 million yuan from main funds, with 28 stocks receiving net inflows, and six stocks exceeding 50 million yuan in net inflows [2][3]. Group 2: Key Stocks - Huazhong Steel led the net inflow with 151 million yuan, followed by Baogang Co. and Sansteel Minguang with net inflows of 117 million yuan and 71 million yuan respectively [2][3]. - The top three stocks by net inflow ratio were Sansteel Minguang at 20.47%, Huazhong Steel at 15.30%, and Zhongnan Steel at 13.25% [3][4]. Group 3: Declining Stocks - The stocks with the largest declines included Guanda Special Materials, Tunan Co., and Steel Research High-tech, which fell by 2.81%, 1.60%, and 1.20% respectively [1][5].

Market Overview - The market experienced a slight rebound with all three major indices closing higher, with the Shanghai Composite Index at 3361.98, up 0.43% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion, an increase of 22.3 billion compared to the previous trading day [4] Sector Performance - The top-performing sectors included Beauty Care (up 3.86%), Textile and Apparel (up 2.53%), and Banking (up 1.98%) [1] - Conversely, the sectors that underperformed were Household Appliances (down 2.10%), Steel (down 1.37%), and Coal (down 0.84%) [1] Concept Indices - Notable concept indices that performed well included the China-South Korea Free Trade Zone (up 4.23%), Cell Immunotherapy (up 3.87%), and Football Concept (up 3.56%) [2] - Underperforming concept indices included Special Steel Concept (down 0.93%) and Medical Waste Treatment (down 0.51%) [2] Future Outlook - The market is expected to maintain a range-bound and consolidating trend, with a focus on sectors such as Finance, Pharmaceutical Biology, TMT (Technology, Media, and Telecommunications), and Non-ferrous Metals [4] - The upcoming mid-year performance expectations are anticipated to drive structural market trends, with fundamentals becoming a key factor [4]

Core Viewpoint - The special steel concept sector experienced a decline of 0.93%, ranking among the top declines in the concept sector, with notable drops in companies such as Benxi Steel and Maanshan Iron & Steel [1][2]. Group 1: Market Performance - The special steel concept sector saw a net inflow of 0.22 billion yuan, despite 18 stocks experiencing net outflows, with Baose shares leading the outflow at 20.82 million yuan [2][3]. - Among the top gainers in the special steel sector, Guangda Special Materials, Wuchan Jinlun, and Yongjin Co., Ltd. saw increases of 1.78%, 1.57%, and 1.46% respectively [1][2]. Group 2: Stock Performance - The stocks with the highest net outflows included Baose shares (-0.10%), Maanshan Iron & Steel (-4.09%), and Fangda Special Steel (-2.11%) [2][3]. - The top gainers in the special steel sector included Guangda Special Materials (1.78%), Wuchan Jinlun (1.57%), and Yongjin Co., Ltd. (1.46%) [1][2].