截至7月21日收盘，水利概念上涨4.49%，位居概念板块涨幅第4，板块内，171股上涨，基康技术、五 新隧装等30%涨停，筑博设计、冠龙节能、深水规院等20%涨停，浙富控股、重庆建工、国机重装等涨 停，中设咨询、华自科技、飞鹿股份等涨幅居前，分别上涨25.19%、15.57%、13.32%。跌幅居前的有 恒锋信息、山科智能、新开普等，分别下跌3.40%、3.29%、3.08%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 民爆概念 | 8.51 | 跨境支付(CIPS) | -0.90 | | 水泥概念 | 6.85 | 数字货币 | -0.67 | | 抽水蓄能 | 4.76 | 智谱AI | -0.49 | | 水利 | 4.49 | AI语料 | -0.42 | | 房屋检测 | 4.35 | 电子身份证 | -0.40 | | 地下管网 | 4.05 | 移动支付 | -0.39 | | 装配式建筑 | 3.82 | 光刻机 | -0.36 | | 高压氧舱 | 3.78 | Web3.0 | - ...

Market Performance - The concept sectors with the highest gains today include the civil explosives sector, which rose by 8.51%, and the cement sector, which increased by 6.85% [1] - The AI corpus concept sector experienced a decline of 0.42%, ranking among the top losers, with stocks like Huicheng Co., Century Tianhong, and Zhongwen Online showing significant losses [2] Capital Flow - The AI corpus concept sector saw a net outflow of 1.871 billion yuan, with 40 stocks experiencing net outflows, and five stocks having outflows exceeding 100 million yuan. Zhongwen Online led the outflows with 317 million yuan [1] - The stocks with the highest net inflows included Tonghuashun, Mango Supermedia, and Juran Smart Home, with inflows of 53.48 million yuan, 50.84 million yuan, and 27.68 million yuan, respectively [1][4] Stock Performance - Notable stocks in the AI corpus concept sector that faced significant declines include Zhongwen Online (-4.42%), Sanli Zero (-1.82%), and others, while Jiangnan Chemical and Shenzhen Ruijie saw increases of 9.97% and 2.49%, respectively [2][3] - The stock performance table indicates that stocks like Huicheng Co. and Century Tianhong had the largest percentage declines, with Huicheng Co. down by 6.27% and Century Tianhong down by 5.16% [3][4]

Group 1 - The prefabricated construction concept sector rose by 3.82%, ranking 7th among concept sectors, with 94 stocks increasing in value [1] - Notable gainers in the sector included Zhuzhou Design with a 20% limit up, and Jinju Group, Chongqing Construction, and Hongqiang Co., all hitting the limit up as well [1] - The sector saw a net inflow of 1.282 billion yuan from main funds, with 61 stocks receiving net inflows, and 12 stocks exceeding 50 million yuan in net inflows [2] Group 2 - The top three stocks with the highest net inflow were Leizhi Group (118 million yuan), China Railway Construction (114 million yuan), and Hongqiang Co. (113 million yuan) [2] - The highest net inflow ratios were observed in Chengdu Road and Bridge (51.04%), Zhongyan Dadi (35.72%), and Western Construction (32.99%) [3][4] - Among the top gainers, Chengdu Road and Bridge and Hongqiang Co. both saw a daily increase of 10.04% [4]

Group 1 - The new urbanization concept index rose by 3.46%, ranking 10th among concept sectors, with 180 stocks increasing in value [1][2] - Notable gainers included Zhuhai Design, Dahongli, and Guanlong Energy, which reached a 20% limit up, while Chongqing Construction and Meili Ecology also hit the limit up [1] - The top gainers in the new urbanization sector were Zhonghua Rock Soil, Qinglong Pipeline, and Leizhi Group, with increases of 25.19%, 13.32%, and 11.71% respectively [1][2] Group 2 - The new urbanization sector saw a net inflow of 1.219 billion yuan from major funds, with 108 stocks receiving net inflows [2][3] - Zhonghua Rock Soil led the net inflow with 195 million yuan, followed by Qinglong Pipeline and China Railway with 182 million yuan and 122 million yuan respectively [2][3] - The net inflow ratio for *ST Zhengping, Zhonghua Rock Soil, and Sanhe Pipeline was 68.96%, 44.30%, and 31.02% respectively, indicating strong investor interest [3] Group 3 - The new urbanization sector's trading volume was characterized by significant turnover rates, with stocks like Qinglong Pipeline and Zhonghua Rock Soil showing turnover rates of 22.33% and 6.01% respectively [3][4] - Stocks such as Meili Ecology and Chongqing Construction also demonstrated strong performance with turnover rates of 9.64% and 3.13% respectively [4][5] - The overall market sentiment for the new urbanization sector appears positive, as indicated by the substantial trading activity and net inflows [2][3]

Core Viewpoint - The pumped storage concept sector has shown significant growth, with a 4.76% increase, ranking third among concept sectors on July 21, 2023, driven by strong performances from several stocks [1][2]. Sector Performance - The pumped storage concept sector had 59 stocks rising, with notable performers including: - Bikang Technology, which hit a 30% limit up - Deepwater Planning Institute and Guanzhong Energy, both reaching a 20% limit up - Zhejiang Fu Holdings, Guomai Heavy Equipment, and Beautiful Ecology also hitting limit up [1][2]. - The top gainers in the sector included: - Yongfu Co., up 11.68% - Donghong Co., up 7.00% - Tongyu Heavy Industry, up 6.81% [1]. Capital Flow - The pumped storage concept sector attracted a net inflow of 2.089 billion yuan, with 40 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows [2]. - The leading stock in terms of net inflow was Xujie Electric, with a net inflow of 485 million yuan, followed by China Electric Power Construction with 297 million yuan, and Zhejiang Fu Holdings with 145 million yuan [2][3]. Stock Performance - The top stocks in the pumped storage concept based on net inflow ratio included: - Subote with a net inflow ratio of 73.31% - China Electric Power Construction at 52.82% - Dongfang Electric at 44.43% [3][5]. - Other notable stocks included: - Xujie Electric, up 9.98% with a turnover rate of 12.90% - China Electric Power Construction, up 10.04% with a turnover rate of 0.77% - Zhejiang Fu Holdings, up 10.15% with a turnover rate of 2.54% [3][4].

Group 1 - The high-pressure oxygen chamber concept increased by 3.78%, ranking 8th among concept sectors, with 8 stocks rising, including a 20% limit up for Tiebian Heavy Industry [1] - The leading stocks in the high-pressure oxygen chamber sector included Weiao Co., International Medicine, and Dahu Co., which rose by 3.80%, 3.24%, and 2.44% respectively [1] - The high-pressure oxygen chamber sector saw a net inflow of 152 million yuan from main funds, with 6 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow [2] Group 2 - The top net inflow stock was Tiebian Heavy Industry, with a net inflow of 60.89 million yuan, followed by International Medicine, Samsung Medical, and Aoyang Health with net inflows of 57.53 million yuan, 42.20 million yuan, and 22.89 million yuan respectively [2] - In terms of net inflow ratios, Aoyang Health, Tiebian Heavy Industry, and International Medicine had the highest ratios at 15.77%, 14.47%, and 11.68% respectively [3] - The trading performance of stocks in the high-pressure oxygen chamber sector showed significant activity, with Tiebian Heavy Industry achieving a daily increase of 19.90% and a turnover rate of 1.60% [3]

Group 1 - The civil explosives sector experienced a significant increase of 8.51%, leading the concept sectors in terms of growth, with 20 stocks rising, including Xinyu Guoke which hit a 20% limit up [1][2] - Major stocks in the civil explosives sector that saw notable gains include Kailong Co., Jinaobo, and Poly United, all reaching their daily limit up, while Baiao Intelligent, Guangdong Hongda, and Huaibei Mining also showed strong performance with increases of 11.43%, 5.79%, and 3.99% respectively [1][2] Group 2 - The civil explosives sector attracted a net inflow of 9.64 billion yuan from main funds today, with 15 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [2] - The top net inflow stock was Xinyu Guoke with a net inflow of 2.26 billion yuan, followed by Yahua Group, Jinaobo, and Guotai Group with net inflows of 1.77 billion yuan, 1.61 billion yuan, and 1.08 billion yuan respectively [2][3] Group 3 - In terms of fund inflow ratios, Poly United, Yipuli, and Gaozheng Minexplosion had the highest net inflow ratios at 61.54%, 60.88%, and 39.35% respectively [3][4] - The civil explosives sector's fund inflow rankings show that Xinyu Guoke had a daily increase of 19.99% with a turnover rate of 13.28%, while Yahua Group and Jinaobo also performed well with increases of 9.99% and 10.01% respectively [3][4]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase in stock prices, with a rise of 3.57%, ranking 9th among concept sectors [1] - Within the military equipment restructuring sector, seven stocks experienced gains, with Construction Industry hitting the daily limit, and Hunan Tianyan, Dong'an Power, and Zhongguang Optical showing notable increases of 7.82%, 2.06%, and 2.00% respectively [1][2] Group 2 - The military equipment restructuring sector attracted a net inflow of 275 million yuan from major funds today, with six stocks receiving net inflows [2] - Hunan Tianyan led the net inflow with 95.02 million yuan, followed by Construction Industry, Changcheng Military Industry, and Chang'an Automobile with net inflows of 77.56 million yuan, 57.55 million yuan, and 42.19 million yuan respectively [2][3] - In terms of net inflow ratios, Hunan Tianyan, Chang'an Automobile, and Construction Industry had the highest ratios at 5.96%, 4.71%, and 3.43% respectively [3]

截至7月21日收盘，数字货币概念下跌0.67%，位居概念板块跌幅榜前列，板块内，四方精创、宇信科 技、中油资本等跌幅居前，股价上涨的有28只，涨幅居前的有东信和平、科创信息、*ST仁东等，分别 上涨10.01%、3.87%、2.22%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 民爆概念 | 8.51 | 跨境支付(CIPS) | -0.90 | | 水泥概念 | 6.85 | 数字货币 | -0.67 | | 抽水蓄能 | 4.76 | 智谱AI | -0.49 | | 水利 | 4.49 | AI语料 | -0.42 | | 房屋检测 | 4.35 | 电子身份证 | -0.40 | | 地下管网 | 4.05 | 移动支付 | -0.39 | | 装配式建筑 | 3.82 | 光刻机 | -0.36 | | 高压氧舱 | 3.78 | Web3.0 | -0.36 | | 兵装重组概念 | 3.57 | 华为盘古 | -0.35 | | 新型城镇化 | 3.46 | 互联网保险 | -0.33 | ...

Market Overview - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.72% to close at 3559 points, marking a new high for the year [1] - The Shenzhen Component Index rose by 0.86%, and the ChiNext Index increased by 0.87% [1] - Total trading volume reached 1.73 trillion yuan, an increase of 133.9 billion yuan compared to the previous trading day, with over 4000 stocks rising across the market [1] Index Performance - Shanghai Composite Index: 3559.79 (+25.31, +0.72%) [2] - Shenzhen Component Index: 11007.49 (+93.65, +0.86%) [2] - ChiNext Index: 2296.88 (+19.73, +0.87%) [2] - CSI 300: 4085.61 (+27.06, +0.67%) [2] - CSI 500: 6161.31 (+61.70, +1.01%) [2] - CSI 1000: 6612.26 (+60.18, +0.92%) [2] Sector Performance - The water conservancy and hydropower sector surged following the commencement of the Yarlung Tsangpo River downstream hydropower project, with China Power Construction (601669) and other stocks hitting the daily limit [3] - Other sectors that saw gains included civil explosives, cement and building materials, and engineering machinery [3] - The steel sector also performed well, with Bayi Steel (600581) reaching the daily limit [3] - The ultra-high voltage sector experienced a significant rise, with Anke Zhidian (300617) increasing by 20% to hit the daily limit [3] - Sectors that faced declines included cross-border payments, banking, AI, and photolithography [3]