老铁们，收盘了！帮主盯着盘面，一边喝茶一边琢磨——今儿这市场，像极了重庆火锅：面上飘着一层红油（医药股涨停潮），底下藏着硬货（PCB、雅江 电站），但捞的时候得小心烫嘴（3000只票泛绿）。沪指磨磨蹭蹭涨0.33%，深成指和创业板倒是给力，尤其创业板直接飙了1.86%，像吃了火箭燃料！可 别光看指数乐呵，个股跌多涨少，近3000家翻绿，说明资金抱团更狠了，没踩对节奏的，容易赚指数亏钱袋。 • 资金共识：主力三天净流入超50亿，药明康德这类CXO龙头也被带飞，机构回补仓位迹象明显。 帮主说透：医药行情不是短炒，是政策+业绩+国际化的三重共振，但别无脑追高，盯着恒瑞、药明这些标杆，回踩5日线才是机会！ 二、科技线暗流涌动：PCB撑起AI"钢筋铁骨" 科技股今天继续秀肌肉，PCB板块成了算力硬件的脊梁：方邦股份、沃格光电秒封板，龙头胜宏科技更猛，大涨17%创历史新高，市值冲破1500亿。背后逻 辑很硬核： • 订单排到2026年：英伟达恢复供货，800G光模块需求爆炸，高端PCB（比如20层超薄板）供不应求； • 华为昇腾添火：世界人工智能大会上，华为首次展出昇腾384超节点，带动中际旭创等CPO概念股跟涨； 一、 ...

Market Overview - The market showed strong fluctuations throughout the day, with the Shanghai Composite Index surpassing 3600 points and the ChiNext Index rising by 1.5% [1] - The Hainan Free Trade Zone sector experienced a surge, with nearly 20 stocks, including Hainan Airport and Hainan Expressway, hitting the daily limit [1] - Financial stocks also performed well, with Jinlong Co. hitting the limit and Zhinanceng rising over 7% to reach a new high [1] - Lithium mining stocks saw another rally, with Shengxin Lithium and Tianqi Lithium hitting the limit [1] - The rare earth permanent magnet sector was strong, with Baogang Co. and Guangsheng Nonferrous Metals also hitting the limit [1] - The Yajiang Hydropower Station concept stocks remained active, with China Power Construction and Poly United achieving four consecutive limits [1] - Overall, nearly 4400 stocks in the Shanghai and Shenzhen markets were in the green, with a total transaction volume of 1.87 trillion [1] Hot Topics Hainan Free Trade Port - The Hainan Free Trade Port concept saw significant gains, with stocks like Caesar Travel, Haixia Co., and Kangzhi Pharmaceutical hitting the limit [4] - The catalyst for this surge was a press conference held on July 23, introducing the construction of the Hainan Free Trade Port, which is set to officially start customs closure on December 18, 2025 [4] Yajiang Hydropower Station Concept Stocks - Yajiang Hydropower Station concept stocks continued to rise, with China Railway Industry and Tibet Tianlu hitting the limit, and others like Xining Special Steel and Shanhe Intelligent achieving four consecutive limits [7] - The total investment for the "Yajiang" project is approximately 705.6 billion, with an estimated annual construction investment of about 47 billion, accounting for 43% of the national hydropower basic construction investment in 2024 [9] Rare Earth Magnetic Materials - The rare earth magnetic materials sector saw a significant increase, with stocks like Zhongke Sanhuan, Baogang Co., and Guangsheng Nonferrous Metals hitting the limit [11] - The domestic rare earth price index has shown a clear upward trend, breaking through 192 points, marking a new high since early 2024 [11] - The tightening of supply and the integration of the entire rare earth industry chain are expected to lead to price increases in the medium to long term [12] Other Notable Sectors - The mosquito repellent concept, lithium batteries, pharmaceuticals, and consumer sectors also showed positive performance [13] - The Yajiang Hydropower Station high-level elimination stocks experienced the largest declines [13]

2、板块概念方面，雅江电站、创新药、券商、钢铁等板块领涨；海南、军工、电网设备、铜高速连接 等板块领跌； 3、两市共1968只个股上涨，55只个股涨停；2984只个股下跌，1只个股跌停；33只股票炸板，炸板率 37%。 1、市场早间震荡走强，沪指站上3600点关口。雅江电站概念股延续强势，中国电建、中国能建、铁建 重工等均3连板。券商等金融股拉升，国盛金控封板。创新药概念反复活跃，塞力医疗、昭衍新药等涨 停。下跌方面，军工板块调整，广联航空跌超10%。个股跌多涨少，沪深京三市超3200股飘绿，上午半 天成交1.16万亿。午间收盘沪指涨0.75%，深成指涨0.31%，创业板涨0.72%。 ...

昨日开盘，周末的"雅江电站"开工事件迅速催化，在北证打出4个30cm，并承包当日沪深京三市的涨幅 TOP5。总投资1.2万亿，如此"巨无霸"项目， 落地A股是昙花一现还是经久不衰？ 未来的几波行情会如 何演绎？ 最具性价比的股票是哪只？ 北研君已一一道来，请各位投资者移步小号翻阅~ 全网最全北证"雅江电站"梳理，隐藏龙头竟是？！ —— ...