Group 1: Market Trends - The paper sector continues its upward trend, with Nine Dragons Paper (02689.HK) leading the gains, rising over 9% after announcing a price increase of 30 CNY/ton for corrugated paper and recycled cardboard starting August 1, reflecting an optimized supply-demand structure in the industry [1] - The brokerage sector saw collective strength, with major Chinese brokerages like Dongfang Securities (03958.HK) and Zhongyuan Securities (01375.HK) rising over 6% and 5% respectively, indicating significant capital inflow into the sector [1] - Urban Beauty (02298.HK) surged 13% as its online GMV for 2024 is projected to reach 1.57 billion CNY, marking a 100% year-on-year increase, showcasing the effectiveness of its new retail transformation [1] Group 2: Company Performance - China Duty Free Group (01880.HK) soared 17% after Macquarie's report indicated a narrowing year-on-year revenue decline from 19.5% in Q4 2024 to 11% in Q1 2025, with a stable gross margin of 33% [1] - The gaming sector experienced a broad increase, with companies like 澳博控股 (00880.HK) and 银河娱乐 (00027.HK) rising over 3%, supported by UBS data showing Macau's average daily gaming revenue in July at 683 million MOP, a 14% year-on-year increase [2] - 雍禾医疗 (02279.HK) saw a 13% increase after forming a strategic partnership with Meituan Health to build a medical-grade hair health service system [2] Group 3: Real Estate and Financing - The Hong Kong real estate sector collectively strengthened, with Country Garden (02007.HK) leading with nearly a 10% rise, driven by improved financing conditions as indicated by the People's Bank of China's report showing a recovery in real estate loan growth [3] - Meilan Airport (0357.HK) rose 10% as CITIC Securities highlighted the significance of Hainan's trade opening, which is expected to benefit the local tourism industry [3] Group 4: Gold Sector Decline - The gold sector faced pressure, with companies like 潼关黄金 (00340.HK) and 大唐黄金 (08331.HK) dropping over 4%, attributed to a decline in spot gold prices below 3,380 USD/oz, driven by reduced safe-haven appeal due to easing trade tensions [4] Group 5: US Market Highlights - Futu Holdings (FUTU.US) rose 2.82% after announcing a long-term strategic partnership with Huaxia Fund to promote the integration of traditional finance and blockchain technology [5] - Japanese automotive stocks surged, with Toyota (TM.US) and Honda (HMC.US) rising over 13% following news of a trade agreement reducing tariffs on Japanese cars [6] - Nuclear power stocks in the US saw significant gains, with Oklo Inc (OKLO.US) rising 9.21%, reflecting a growing interest in nuclear energy [5]

| 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | | 国企指数 | 9279.40 | +0.41% | | 800100 | | | | 恒生指数 | 25688.87 | +0.59% | | 800000 | | | | 恒生科技指数 | 5780.04 | +0.60% | | 800700 | | | 芯片股走强，华虹半导体涨超6%。SEMI在报告中指出，2025年全球原始设备制造商（OEM）的半导体 制造设备总销售额预计将创下1255亿美元的新纪录，同比增长7.4%。天风证券认为，综合来看2025 年，全球半导体增长延续乐观增长走势，2025年AI驱下游增长。 7月24日消息，港股三大指数低开高走。截至午间收盘，恒生指数涨0.59%，报25688.87点，恒生科技指 数涨0.6%，国企指数涨0.41%。盘面上，科网股涨跌不一，联想集团涨超2%，美团涨超1%，百度、网 易跌超2%；芯片股走强，华虹半导体涨超6%；锂电池概念多股大涨，天齐锂业涨超15%；雅下水电相 关概念回暖，建材水泥股活跃，西部水泥涨超16%；中资券商股走高，中州证券涨超5%；黄金股回 调，潼关黄金跌 ...

【导读】中金黄金股价大跌，券商股早盘强势拉升 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 7月24日早盘，A股三大指数开盘涨跌不一，截至发稿，沪指涨0.16%，深成指涨0.37%，创业板指涨0.63%。 7月24日，中金黄金股价一度跌超8%，截至发稿，报14.93元/股，总市值为724亿元。 | 中金黄金(600489) < W | | | | | | --- | --- | --- | --- | --- | | 交易中 07-24 10:15:07 融 通 | | | | | | 14.93 | 额 30.93亿 | 股本 48.47亿 市盈 19.9 | | 万得 | | 换 4.31% | -0.96 -6.04% | 市值1 724亿 市净 2.72 | | 聲■ | | 分时 | 五日 日K | 周K | 月K 更多 © | | | 壹加 17.17 | | | 均价:14.80 | 福 资金 | | | | | 8.06% 卖五 14.99 535 | | | | | | 变叫 | 14.98 1672 | | | | | 工 | 14.97 359 | | | | | I Dal ...

Group 1 - Beijing State-owned Assets Management Company has now acquired at least five securities firms, including the newly renamed Beijing Securities, formerly known as Credit Suisse Securities [1][2] - Credit Suisse Securities was established in October 2008 as a joint venture between Founder Securities and Credit Suisse, with respective ownership stakes of 66.7% and 33.3% [1] - In June 2023, Credit Suisse was merged into UBS, leading to the need for UBS to resolve its ownership issues regarding both UBS Securities and Credit Suisse Securities under the "one reference, one control" regulation [1] Group 2 - The agreement for the transfer of shares in Credit Suisse Securities to Beijing State-owned Assets Management Company was reached in June last year, with the respective transaction prices being $91.35 million and $124 million [2] - The total transaction amount for the share transfers exceeded 1.5 billion RMB [2] - With the acquisition of Credit Suisse Securities, the number of securities firms controlled by Beijing State-owned Assets Management Company has increased to five, alongside other firms such as Founder Securities and CITIC Securities [2]

【导读】中金黄金股价大跌，券商股早盘强势拉升 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 消息面上， 7 月 23 日 10 时 20 分许，东北大学 6 名学生在中国黄金集团内蒙古矿业有限 公司乌努格吐山铜钼矿选矿厂参观学习浮选工艺过程中，因格栅板脱落坠入浮选槽。经全力 施救， 6 人被救出后，医护人员确认已溺亡。另有 1 名老师受伤。 7 月 24 日早间，中金黄金发布情况说明公告称，事件发生后，公司领导高度重视，立即启动 应急预案，第一时间前往现场组织处理，及时按相关程序上报当地政府各相关部门。目前各 项处置工作正有序进行。公司对事件不幸遇难者表示沉痛哀悼，对伤者和遇难者家属表示诚 挚慰问，并对此产生的社会影响深表歉意。 从板块来看，券商股异动拉升，海南自贸港、稀土永磁、餐饮旅游等板块涨幅居前，而贵金 属、银行、电力等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 辨别如脏使 5.21% | 稀土永磁 3.81 ...

无需港股通，A股账户就能T+0买港股>> 消息面上，恒生指数近期步入慢牛阶段，持续刷新年内高点，数据显示，今年以来，恒生指数涨幅已逼 近30%，券商板块作为牛市旗手，起着带头突破作用。 另一方面，近期上市券商上半年业绩快报和业绩预告陆续披露，据东海证券梳理统计已披露的31家券商 数据，按今年上半年净利润预期指标取区间中值测算，31家券商净利润同比增长 94%。良好的业绩预 期为板块上涨提供了有力支撑。 异动:稀土板块直线拉涨。 机构大资金观点+投资标的 查看> 广告 A股三大指数早盘集体上涨，截至午盘，沪指涨0.48%，深成指涨0.65%，创业板指涨0.72%，北证50指 数涨0.66%，沪深京三市半日成交额11330亿元，较上日缩量265亿元。全市场超3900只个股上涨。 ETF午间收盘涨跌不一，稀有金属ETF基金(561800)领涨5.64%，稀有金属ETF(159608)涨5.51%，稀有金 属ETF基金(159671)涨5.36%，可持续发展ETF(515090)领跌2.55%，豆粕ETF(159985)跌2.44%，上海金 ETF(518600)跌1.65%。 | 名称代码 | 最新令 | 涨速令 ...

Group 1 - Hong Kong brokerage stocks continue to rise, with Dongfang Securities increasing by 5.01% [1] - Other notable gains include Zhongzhou Securities up by 4.63%, Guolian Ming Sheng up by 3.84%, and Huatai Securities up by 3.43% [1]

Group 1 - The brokerage sector is experiencing a strong performance, with several leading firms seeing significant stock price increases, including Jinlong Co., which hit the daily limit, and Zhongyin Securities, which rose over 4% [1][2] - The A-share brokerage ETF (512000) opened with a rapid increase of over 2%, marking a strong six-day upward trend and reaching a new high for the year, with trading volume exceeding 250 million yuan within the first half hour [2][3] - Analysts suggest that the valuation recovery window for brokerages has opened due to supportive policies, market recovery, and mergers and acquisitions, recommending attention to the performance and valuation opportunities in the brokerage sector [3][4] Group 2 - The brokerage industry is in a favorable period with multiple benefits: a 33% year-on-year increase in new A-share accounts in the first half of 2025 and a significant rise in IPO numbers and financing scale in the Hong Kong market, benefiting leading brokerages with overseas business advantages [4] - Recent performance forecasts from listed brokerages indicate a continued rapid growth in overall performance, with active market trading expected to sustain the performance recovery trend [4] - Investment opportunities in the brokerage sector are categorized into three main lines: selecting top brokerages with strong comprehensive capabilities, investing in flexible small and medium-sized brokerages, and focusing on financial technology and stablecoin concepts [4]

Macro Summary - As of the end of June, the total installed power generation capacity in the country reached 3.65 billion kilowatts, representing a year-on-year growth of 18.7%. The average utilization hours of power generation equipment from January to June were 1504 hours, a decrease of 162 hours compared to the same period last year [4] - The National Development and Reform Commission is actively taking practical measures to improve the collaborative development system between state-owned and private enterprises, aiming to mitigate excessive competition and expand cooperation in the industrial supply chain [4] - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly issued a notice regarding tax policies for goods entering and exiting the Hainan Free Trade Port [4] Industry Dynamics - The upcoming Global RWA Data Industry Conference will establish the "RWA Global Industry Alliance" to initiate the construction of international standards. Related stocks include GCL-Poly Energy (002015) and Tianyuan Dike (300047) [6] - China Fusion Energy Co., Ltd. has been established in Shanghai, marking an acceleration in the development of the nuclear fusion industry in China. Related stocks include Yongding Co., Ltd. (600105) and Baoli Electric (600468) [6] - The Shanghai Data Exchange held a closed-door seminar titled "New Opportunities in the Capital Market: RDA," introducing the new RDA paradigm for the first time. Related stocks include Shanghai Steel Union (300226) and COSCO Shipping Technology (002401) [6] Company Focus - International Medical (000516) is enhancing its refined operational capabilities and leveraging differentiated advantages to continuously strengthen its overall strength [8] - Funeng Technology (688567) has secured a designated SPS battery cooperation with GAC Group, and its semi-solid batteries have achieved large-scale shipments [8] - AVIC Heavy Machinery (600765) has incorporated a 30% cash dividend minimum into its articles of association, providing a rigid safeguard for shareholder returns [8] - Snowman Group (002639) has proactively developed technical solutions for the concrete temperature control needs of major hydropower projects, which will provide supporting services in subsequent construction [8] Market Review and Outlook - On July 23, the market experienced a high and then a pullback, with the three major indices showing mixed results. The Shanghai Composite Index closed up 0.01%, while the Shenzhen Component Index fell by 0.37% and the ChiNext Index was down 0.01%. Over 4000 stocks in the market declined [10] - The total trading volume for the day was 1.86 trillion, a decrease of 28.4 billion compared to the previous trading day. The market showed signs of divergence as the indices reached new highs, with the Shanghai Composite Index briefly surpassing the 3600-point mark [10] - The market sentiment was cautious, with a lack of leading stocks to drive short-term enthusiasm. The super hydropower concept stocks showed significant divergence, while the financial sector saw activity from brokers, banks, and insurance companies, although most retreated in the afternoon [10] - Technically, after the Shanghai Composite Index's attempt to reach 3600 points, it closed with a long upper shadow, indicating heavy selling pressure above. The short-term moving averages remain in a bullish arrangement, but the MACD indicator shows a reduction in upward momentum [11]

中资券商股集体走强，中州证券(01375.HK)涨超5%，国联民生(01456.HK)涨超4%，华泰证券 (06886.HK)涨超3%，弘业期货(03678.HK)、中金(03908.HK)涨近2%。 ...