其次是二号的山河，作为工程机械的换手核心公司，百米级超深振冲钻机等超级装备也能满足水电的建 设，而它在低位就经历过充分换手，也是今日第一个换手晋级的标的，那么它就有可能被资金打造成为 换手的核心。而中化由于涉及岩土工程项目明日再度转强，反包二楼就有望成为低位的换手兴隆。至于 创业的深水公司在水利水电工程和排水进水在国内都拥有先进技术，可以承揽相应等级的勘察设计和施 工业务，那么它是有可能成为创业板的核心，但主要还需锚定题材，前排西天路山河这些标的的强度。 再看海南板块可以说是今日较为亮眼的方向，但大师兄说过它的缺点就是早盘过于一致，相反午后没有 资金参与，而且海南的消息早在前几日就有，因此手法更像是量化利用信息做的一波套利，因此板块需 要观察分歧力度，然后再看前排凯撒海峡这种能否顶住压力，所以周期需要等到下周，至于有色的大 涨，一个是因为近期反内卷消息不断发酵，其二就是期货的煤炭碳酸锂都相继大涨，因此这些方向更多 还是得留意期货的表现。 海南板块只是量化资金的套利手法，明日又将是一地鸡毛，但随着水电的核心逐渐明牌，但最后能登顶 的大概率只有一个，到底是百亿成交的电建更胜一筹，还是换手的山河更有机会，所有人都不 ...

Group 1 - The core viewpoint of the article highlights the increasing popularity of inquiry transfer among A-share listed companies in 2023, with a significant rise in the number of announcements and transactions [1][2] - As of July 17, 2023, 67 listed companies have announced 71 inquiry transfers, marking a notable increase compared to previous years since the system's pilot launch in August 2020 [1][2] - The inquiry transfer system officially launched on the ChiNext board in May 2024, contributing to the surge in inquiry transfer cases this year [2] Group 2 - Inquiry transfers allow shareholders of listed companies to transfer shares before the initial public offering through market-based pricing, which helps mitigate the impact of large sell-offs on secondary market prices [2][7] - Private equity firms are significant participants in inquiry transfers, often acquiring shares at a discount compared to market prices, providing an efficient way to build large positions [2][4] - As of July 17, 2023, 12 private equity firms have participated in inquiry transfers at least 10 times this year, with many managing over 2 billion yuan [4][5] Group 3 - Lingding Investment is the most active private equity firm, appearing in the transfer lists of 47 companies, with notable transactions in companies like Guibao Pet and Jimi Technology [5][6] - Other prominent private equity firms include Shengquan Hengyuan and Jinde Private Equity, both managing over 10 billion yuan and frequently participating in inquiry transfers [6][7] - The inquiry transfer process requires a minimum transfer of 1% of the total shares, with a six-month lock-up period for the acquired shares, favoring larger private equity firms with sufficient capital [7]

Group 1 - The overall market sentiment is mixed, with the Shanghai Composite Index closing down 0.57% for the week, indicating a lack of strong bullish momentum [1] - The large-cap index remains in a sideways trend, with frequent occurrences of broad declines in individual stocks, suggesting a cautious approach to stock trading [3][5] - Large institutional investors, including state-owned funds and insurance companies, are increasing their positions, indicating a potential accumulation phase rather than distribution [5][7] Group 2 - The current market environment shows limited downside for the index, with institutional support likely to prevent significant declines, especially in the context of global market volatility [7] - The banking sector has seen some upward movement, while other sectors like liquor, insurance, and telecommunications remain stagnant, suggesting potential for future rebounds [7] - A focus on financial strength and patience is emphasized as key to navigating the market, with a recommendation for investors to consider ETF strategies for simpler trading [8][9]