Core Insights - The water conservancy sector has seen a rise of 2.94%, ranking 7th among concept sectors, with 126 stocks increasing in value, including notable gainers like Beikang Technology and Wuxin Tunnel Equipment reaching a 30% limit up [1] - Major inflows of capital were observed in the water conservancy sector, with a net outflow of 6.73 billion yuan, while 74 stocks experienced net inflows, with TBEA leading at 6.29 billion yuan [2][3] Sector Performance - The water conservancy concept sector had a daily increase of 2.94%, with significant contributors including TBEA, China Communications Construction, and Huawu Co., which saw net inflows of 6.29 billion yuan, 3.93 billion yuan, and 2.87 billion yuan respectively [2][3] - The top gainers in the water conservancy sector included TBEA (9.98%), China Communications Construction (10.01%), and Huawu Co. (19.98%) [3][4] Capital Flow Analysis - The highest net inflow rates were recorded for *ST Zhengping (100.00%), Poly United (75.07%), and Subo Te (58.95%) [3] - The water conservancy sector's capital inflow rankings highlighted TBEA, China Communications Construction, and Huawu Co. as leading stocks in terms of net inflow [3][4] Stock Performance - Stocks such as Beikang Technology and Wuxin Tunnel Equipment achieved a 30% limit up, while stocks like Pinming Technology and Huitong Group faced declines of 7.07% and 6.49% respectively [1][2] - The water conservancy sector's performance was characterized by a mix of significant gainers and notable losers, reflecting varied investor sentiment [1][2]

Core Viewpoint - A-shares experienced a positive trading day with the Shanghai Composite Index rising by 0.62%, driven by strong performances in various sectors including hydropower, cement, and coal [1] Sector Summaries Hydropower and Related Concepts - The hydropower concept continued its upward trend, with stocks such as China Energy Engineering, Beixin Road and Bridge, and Wuxin Tunnel Equipment hitting the daily limit [1] Cement and Infrastructure - Cement, water conservancy, and infrastructure sectors showed strength, contributing to the overall market gains [1] Coal Sector - The coal-related concept saw a rise in the afternoon, with Shanxi Coking Coal reaching the daily limit [1] Non-Ferrous Metals - The non-ferrous metals sector exhibited a structural rally, highlighted by Zhongtung High-tech hitting the daily limit [1] Other Sectors - Other sectors such as affordable housing, renovation materials, organic silicon, precious metals, pork, and liquor also recorded gains during the day [1] Market Activity - The total trading volume in the Shanghai and Shenzhen markets reached 1.89 trillion, an increase of approximately 190 billion compared to the previous day, with a net outflow of about 46 billion from main funds [1]

Core Viewpoint - The water conservancy sector has shown significant growth, with a 4.49% increase, ranking fourth among concept sectors, driven by strong performances from various stocks [1][2]. Group 1: Sector Performance - As of July 21, the water conservancy concept increased by 4.49%, with 171 stocks rising, including BiKang Technology and WuXin Tunnel Equipment reaching a 30% limit up [1]. - Other notable gainers include ZhuBo Design and GuanLong Energy, both achieving a 20% limit up, while stocks like ZheFu Holdings and Chongqing Construction also hit the limit up [1][2]. - The sector's performance is contrasted by declines in stocks such as HengFeng Information and ShanKe Intelligent, which fell by 3.40% and 3.29%, respectively [1]. Group 2: Capital Inflow - The water conservancy sector attracted a net inflow of 3.108 billion yuan, with 115 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [2]. - China Electric Power Construction led the inflow with 297 million yuan, followed by LiOu Co., China West Electric, and China Energy Construction with inflows of 291 million yuan, 261 million yuan, and 190 million yuan, respectively [2][3]. Group 3: Stock Highlights - Key stocks in the water conservancy sector include: - China Electric Power Construction: 10.04% increase, 0.77% turnover rate, and 297.25 million yuan net inflow [3]. - LiOu Co.: 5.96% increase, 19.43% turnover rate, and 290.93 million yuan net inflow [3]. - China West Electric: 9.94% increase, 5.55% turnover rate, and 261.36 million yuan net inflow [3]. - Other significant performers include China Energy Construction and QingLong Pipeline, both with increases around 10% [3][4].