| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.23 | -1.23 | 12.30 | 441.83 | | 2025.07.22 | -6.49 | 17.66 | -7496.53 | | 2025.07.21 | 10.00 | 18.73 | 1381.60 | | 2025.07.18 | 9.95 | 17.28 | 6857.75 | | 2025.07.17 | -10.05 | 14.32 | -1503.92 | | 2025.07.16 | -5.91 | 19.35 | -6972.27 | | 2025.07.15 | 10.08 | 1.51 | 1564.89 | | 2025.07.14 | 10.02 | 1.09 | 2383.13 | | 2025.07.11 | 10.04 | 5.96 | 5835.66 | | 2025.07.10 | 0.40 | 1.28 | -15.76 | 汇通集团再度涨停，10个交易日内录得6个涨停，累计涨幅为38.58%，累计换手 ...

今日A股早盘震荡走高，三大指数小幅上涨。沪深两市半日成交额1.12万亿，较上个交易日缩 量230亿。盘面上热点较为杂乱，个股涨多跌少，全市场超3900只个股上涨。 从板块来看，海南自贸区概念股集体爆发， 海南机场等近20股涨停。超级水电概念股探底回 升，西藏天路等涨停。稀土永磁概念股再度走强，中科三环涨停。 板块方面，海南自贸区、锂矿、稀土、超级水电等板块涨幅居前，贵金属、银行、CPO、猪 肉等板块跌幅居前。截至收盘，沪指涨0.48%，深成指涨0.65%，创业板指涨0.72%。 ...

华菱线缆：中标多个项目 总金额约5.57亿元 7月23日，华菱线缆（001208）发布公告称，公司近期在核电及电力领域、矿山领域、轨道交通领域和 冶金领域中标合同金额共计约5.57亿元，占2024年经审计营业收入的13.40%。中标项目包括南方电网配 网材料招标项目、中国原子能科学研究院电缆项目、紫金矿业等多家单位的矿山采购项目、天津轨道交 通供电物资采购项目以及中色国际等单位的冶金采购项目 资料显示，华菱线缆成立于2003年7月，主营业务是电线电缆的研发、生产及销售。 所属行业：电力设备–电网设备–线缆部件及其他 伟思医疗：股东拟减持不超过3%公司股份 7月23日，伟思医疗（688580）发布公告称，股东南京志达创业投资中心（有限合伙）计划通过集中竞 价和大宗交易方式减持公司股份，合计不超过287.31万股，占公司总股本的比例不超过3%。此次减持 系股东自身资金需求，减持期间为2025年8月14日至2025年11月11日。 资料显示，伟思医疗成立于2001年1月，主营业务是医疗器械的研发、生产和销售。 所属行业：医药生物–医疗器械–医疗设备 汉仪股份：拟1.02亿元获得上海皮东文化传媒39%股权 7月23日 ...

瑞鹄模具：上半年净利润2.27亿元 同比增长40.33% 7月22日，纳尔股份（002825）发布公告称，公司与江西蓝微电子科技有限公司及相关方于2025年1月20 日签订的《投资意向协议》因未能在排他期内达成正式协议，已于2025年7月20日自动终止。公告显 示，纳尔股份原拟受让蓝微电子部分股权，并对蓝微电子增资的方式持有蓝微电子不低于51%的股权， 取得目标公司的控制权。 资料显示，纳尔股份成立于2005年11月，主营业务是精密涂布业务领域的数码喷印材料、汽车保护膜、 光学及电子功能膜材等产品的研发、生产和销售。 7月22日，瑞鹄模具（002997）发布2025年半年度报告，公司上半年实现营业收入16.62亿元，同比增长 48.3%；实现归属于上市公司股东的净利润2.27亿元，同比增长40.33%。 资料显示，瑞鹄模具成立于2002年3月，主营业务是汽车制造装备业务及汽车轻量化零部件业务。 所属行业：汽车–汽车零部件–其他汽车零部件 东方财富：股东沈友根询价转让定价为21.66元/股 7月22日，东方财富（300059）发布公告称，公司股东沈友根的询价转让初步确定的转让价格为21.66 元/股。本次询价转 ...

Group 1 - The construction and infrastructure sectors are expected to improve in terms of market sentiment, with a notable increase in orders from state-owned construction enterprises in the second quarter [1] - The issuance of new local government special bonds reached 54.29% of the total planned for 2025, representing a year-on-year increase of 13.94 percentage points, with a month-on-month increase of 490.45% in July [1] - The Ministry of Industry and Information Technology is set to release a work plan to stabilize growth in the building materials sector, which is anticipated to alleviate supply-demand conflicts in the cement industry under the anti-involution policy [1] Group 2 - The current price-to-earnings ratio for the construction sector is at a historical low of 8.53 times, while the infrastructure sub-sector has a valuation of 7.58 times, indicating potential for recovery [1] - The China Infrastructure ETF (159619) tracks the CSI Infrastructure Index (930608), which includes listed companies involved in construction, building materials, and engineering machinery, reflecting the overall performance of the infrastructure sector [1] - Investors without stock accounts can consider the Guotai CSI Infrastructure ETF Initiated Link C (016837) and Guotai CSI Infrastructure ETF Initiated Link A (016836) [1]

Group 1 - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Supply Chain Management Co., aiming for annual business cooperation not exceeding 500 million yuan over 36 months [1] - CICC's subsidiary, CICC Wealth, reported a net profit of 987 million yuan for the first half of the year, with total assets of 193.37 billion yuan [2] - Shuangjie Electric expects a net profit of 100 million to 120 million yuan for the first half of the year, representing a year-on-year increase of 16.03% to 39.23% [3][4] - Shentong Technology reported a net profit of 64.28 million yuan for the first half of the year, a year-on-year increase of 111.09% [5] - Suqian Nongfa's net profit for the first half of the year decreased by 27.72% to 213 million yuan [6] Group 2 - Fuan Pharmaceutical expects a net profit decline of 39.95% to 53.81% for the first half of the year, estimating between 100 million to 130 million yuan [8] - Xingwang Yuda anticipates a net loss of 11 million to 21 million yuan for the first half of the year [9] - Pulaike received a new veterinary drug registration certificate for a vaccine aimed at preventing chicken diseases [10] - Yuandong Biological's ephedrine injection received a drug registration certificate for treating low blood pressure during anesthesia [11] - Suqian Liansheng's subsidiary obtained two invention patent certificates [12] Group 3 - Oke Technology signed a 176 million yuan equipment order with Jiangxi Tianhong New Materials [13] - Publishing Media announced the resignation of its chief accountant due to work changes [15] - Zhongxin Co. plans to use 40 million yuan of idle funds for cash management [16] - Huiyun Titanium plans to use up to 58 million yuan of idle convertible bond funds for cash management [18] - Haineng Technology intends to apply for a credit facility of up to 200 million yuan from a bank [20] Group 4 - Jiabiou expects a net profit increase of 57.61% for the first half of the year, estimating around 107 million yuan [21] - Nanjing Gaoke reported a 1185% year-on-year increase in contract sales area for the second quarter [22] - Shuguang Co. received approval for a specific stock issuance application [23] - Huadong Pharmaceutical's subsidiary received approval for a clinical trial of a new drug targeting advanced solid tumors [23] - Quicheng Co. plans to invest 900 million yuan in two new projects [25] Group 5 - Shenlian Biological's vaccine for avian adenovirus received a new veterinary drug registration certificate [26] - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical [28] - Jincheng Pharmaceutical's subsidiary received a renewed tobacco production license [29] - Magmi Te's stock issuance application was accepted by the Shenzhen Stock Exchange [29] - Zhongyin Securities received approval to issue bonds totaling up to 14 billion yuan [29] Group 6 - Hewei Electric's executives plan to reduce their holdings by a total of 2.24% of the company's shares [44] - Guo Wang Xintong reported a net profit of 266 million yuan for the first half of the year, a decrease of 10.82% [45] - Guo Wang Xintong's subsidiary won a 966 million yuan tender from the State Grid [46] - Jicheng Electronics won contracts worth approximately 83.79 million yuan from the State Grid [48] - Helen Piano is planning a change of control, leading to a temporary stock suspension [48]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.17 | -10.05 | 14.32 | -1503.92 | | 2025.07.16 | -5.91 | 19.35 | -6972.27 | | 2025.07.15 | 10.08 | 1.51 | 1564.89 | | 2025.07.14 | 10.02 | 1.09 | 2383.13 | | 2025.07.11 | 10.04 | 5.96 | 5835.66 | | 2025.07.10 | 0.40 | 1.28 | -15.76 | | 2025.07.09 | 0.80 | 1.52 | 71.31 | | 2025.07.08 | 2.24 | 1.81 | 215.62 | | 2025.07.07 | 1.87 | 1.27 | 67.23 | | 2025.07.04 | -0.21 | 1.29 | -88.69 | （文章来源：证券时报网） 汇通集团再度涨停，6个交易日内录得4个涨停，累计涨幅为24.0 ...

上交所公开信息显示，当日该股因日振幅值达19.78%上榜，营业部席位合计净卖出4694.30万元。 资金流向方面，今日该股主力资金净流出6972.27万元，其中，特大单净流出3880.54万元，大单资金净流出3091.73万元。近5日主力资金净流入 2795.64万元。 4月29日公司发布的一季报数据显示，一季度公司共实现营业收入2.65亿元，同比下降17.49%，实现净利润-4214.23万元。（数据宝） 汇通集团7月16日交易公开信息 （原标题：汇通集团龙虎榜：营业部净卖出4694.30万元） 汇通集团(603176)今日下跌5.91%，全天换手率19.35%，成交额5.87亿元，振幅19.77%。龙虎榜数据显示，营业部席位合计净卖出4694.30万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.27亿元，其中，买入成交额为4005.33万元，卖出成交额为8699.63万元，合计净 卖出4694.30万元。 具体来看，今日上榜营业部中，第一大买入营业部为华泰证券股份有限公司杭州学院路证券营业部，买入金额为1310.27万元，第一大卖出营业部 为开源证券股份有限公司西安太华路证券营业部，卖 ...

Group 1: Small-cap Fund Investment Opportunities - The long-term returns of small-cap stocks primarily stem from valuation improvements rather than dividends or buybacks, indicating a persistent pricing error in the market that provides alpha opportunities [8] - Small-cap stocks exhibit a longer right tail in excess return distribution compared to large-cap stocks, suggesting higher potential for extreme positive returns during bullish market cycles [8] - In a credit expansion phase, small-cap stocks tend to perform better due to a favorable monetary environment and recovering credit conditions [8] Group 2: Economic Insights - The second quarter GDP growth rate was reported at 5.2%, indicating resilience in the economy, particularly in industrial output, despite a decline in fixed asset investment growth [13] - Economic data for June showed a mixed trend, with external demand and production rebounding while consumption and investment weakened [9] - The overall economic outlook suggests a potential GDP growth rate of around 5% for the year, with ongoing challenges in domestic demand and export pressures [9] Group 3: Industry Performance - The coal industry is experiencing a decline in imports while thermal power generation continues to grow, leading to price increases as demand rises [22] - The antimony market is showing signs of recovery with potential upward price adjustments due to easing export policies and a focus on quality resource companies [23][24] - The textile and apparel sector, particularly companies like Anta Sports and 361 Degrees, is demonstrating strong sales growth, supported by effective multi-brand strategies [28][38]

Investment Rating - The investment rating for the company is "Buy" [6] Core Views - The company has seen a significant increase in orders, with a 25% year-on-year growth in new contracts amounting to 37.6 billion yuan in Q2 2025, indicating strong performance and a robust order backlog [1] - The demand for transportation infrastructure in Sichuan is strong, driven by national strategic initiatives, with plans to double the highway network by 2035 [2] - The company is expected to maintain high dividend payouts, with a projected minimum cash dividend rate of 60% from 2025 to 2027, enhancing its attractiveness as a high-dividend investment [3] Summary by Sections Orders and Performance - In Q2 2025, the company secured new contracts worth 37.6 billion yuan, a 25% increase year-on-year, with infrastructure and housing construction contracts growing by 24% and 34% respectively [1] - Cumulative new contracts for H1 2025 reached 72.2 billion yuan, a 22% increase year-on-year, with infrastructure orders growing by 26% [1] - The company has a substantial order backlog of over 500 billion yuan, ensuring stable performance in the upcoming periods [1] Market Demand and Strategic Positioning - Sichuan is identified as a national strategic hinterland, with significant infrastructure development expected, including a planned highway network expansion [2] - The company is positioned to benefit from high-margin projects through its partnership with the Shudao Group, which is expected to drive profitability [2] Financial Outlook and Dividend Policy - The company is projected to achieve net profits of 8 billion yuan, 9 billion yuan, and 10 billion yuan for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 11.2%, 12.3%, and 11.5% [3] - The expected dividend yields for 2025, 2026, and 2027 are 6.4%, 7.2%, and 8.1% respectively, indicating strong dividend potential [3]