两市涨停股一览 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 688585 | 上纬新材 | 11.21 | 0.23 | 10736.54 | 120356.61 | 基础化工 | | 605122 | 四方新材 | 17.26 | 1.02 | 3936.22 | 67939.21 | 建筑材料 | | 600111 | 北方稀土 | 27.01 | 8.21 | 1551.85 | 41915.45 | 有色金属 | | 002121 | 科陆电子 | 6.26 | 2.27 | 3942.05 | 24677.23 | 电力设备 | | 600962 | 国投中鲁 | 19.67 | 0.72 | 1103.90 | 21713.75 | 农林牧渔 | | 000607 | 华媒控股 | 6.00 | 7.05 | 3523.65 | 21141.87 | 传媒 | | 601908 | 京运通 | 3.84 | 3.46 | 4788.13 ...

Market Overview - The Shanghai Composite Index increased by 0.36% as of the morning close, with a trading volume of 783.11 million shares and a transaction amount of 934.47 billion yuan, a decrease of 3.50% compared to the previous trading day [1] Industry Performance - Real estate, banking, and oil & petrochemicals sectors showed the highest gains, with increases of 1.53%, 1.42%, and 1.23% respectively [1] - The automotive, defense, and electronics sectors experienced the largest declines, with decreases of 0.93%, 0.92%, and 0.76% respectively [2] Leading Stocks - In the real estate sector, Yuhua Development led with a gain of 9.94% [1] - In the banking sector, Minsheng Bank rose by 5.12% [1] - In the oil & petrochemicals sector, *ST Xinchao increased by 5.08% [1] - In the steel sector, Jinling Mining surged by 10.02% [1] - In the non-bank financial sector, Nanhua Futures also rose by 10.02% [1] - In the pharmaceutical sector, Qianyuan Pharmaceutical saw a significant increase of 19.98% [1] Sector Summary - The real estate sector had a transaction amount of 117.03 billion yuan, up 26.74% from the previous day [1] - The banking sector recorded a transaction amount of 266.82 billion yuan, up 36.61% [1] - The oil & petrochemicals sector had a transaction amount of 80.95 billion yuan, up 36.47% [1] - The automotive sector had a transaction amount of 389.36 billion yuan, down 16.50% [2] - The defense sector recorded a transaction amount of 316.85 billion yuan, down 23.79% [2] - The electronics sector had a transaction amount of 1,036.63 billion yuan, down 10.88% [2]

Market Overview - On July 9, the Shanghai Composite Index fell by 0.13%, while the total margin balance in the market reached 1.868 trillion yuan, an increase of 3.865 billion yuan compared to the previous trading day [1] - The margin balance in the Shanghai Stock Exchange was 942.133 billion yuan, up by 1.856 billion yuan; in the Shenzhen Stock Exchange, it was 920.743 billion yuan, up by 2.009 billion yuan; and in the Beijing Stock Exchange, it was 5.920 billion yuan, up by 385.9 thousand yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 18 sectors saw an increase in margin balance, with the largest increase in the non-ferrous metals sector, which rose by 964 million yuan [1] - The electronic and pharmaceutical sectors also saw significant increases in margin balance, rising by 869 million yuan and 622 million yuan, respectively [1] Stock Performance - A total of 1,875 stocks experienced an increase in margin balance, accounting for 50.94% of the total [1] - The stock with the largest increase in margin balance was International Composites, which saw a margin balance of 253 million yuan, an increase of 53.42% from the previous trading day, and its stock price rose by 5.95% [1] - Other notable stocks with significant increases in margin balance included Tongguan Copper Foil and Xingyu Co., with increases of 47.15% and 43.92%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increase in margin balance, the average increase in stock price was 3.25%, with notable gainers including Tongguan Copper Foil (20.02%), Kangmei Pharmaceutical (9.90%), and Fosa Technology (7.37%) [2] - Conversely, the stocks with the largest declines included Guqi Woolen Materials (-3.24%), Xiaofang Pharmaceutical (-2.93%), and Haida Group (-2.82%) [2] Margin Balance Decrease - In contrast, 1,806 stocks saw a decrease in margin balance, with 239 stocks experiencing a decline of over 5% [4] - The stock with the largest decrease in margin balance was Jiaotong Iron and Steel, which saw a margin balance of 4.596 million yuan, a decrease of 45.80% [4] - Other stocks with significant declines included Guoyi Tender and Lianyu Co., with decreases of 42.09% and 32.84%, respectively [4]

Core Viewpoint - The A-share market showed mixed performance in the morning session, with the Shanghai Composite Index surpassing 3500 points, indicating a positive trend in various sectors, particularly in diversified financial concepts and interactive gaming [1] Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.29% to 3507.69 points, the Shenzhen Component Index increased by 0.36%, and the ChiNext Index gained 0.8% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 9.553 trillion yuan, an increase of approximately 823 billion yuan compared to the previous day, with a net outflow of main funds amounting to about 226 billion yuan [1] Sector Highlights - The diversified financial concept sector led the gains, with stocks such as Yuexiu Capital and Nanhua Futures hitting the daily limit [1] - The short drama interactive gaming concept saw a significant rise, with Zhongwen Online increasing by over 13% [1] - The engineering construction-related concept also performed well, with Sifang New Materials leading the sector [1] - The large pharmaceutical sector rebounded, along with gains in childcare services, banking, power equipment, and controllable nuclear fusion concepts [1] Sector Weaknesses - The rare earth permanent magnet concept experienced a pullback, while sectors such as precious metals, storage chips, insurance, and shipbuilding showed weakness in the morning session [1]

Core Viewpoint - Wanst's recent A-round financing of 31 million yuan is a significant milestone in the construction materials sector, highlighting its technological innovations and market potential [2][6]. Company Overview - Wanst is headquartered in Nantong, Jiangsu, known as the "hometown of architecture," providing a solid industrial foundation for the company [3]. - The company has production bases across multiple locations in China and a world-class R&D center in Hong Kong [3]. - Wanst focuses on the construction materials sector, utilizing a "Hong Kong R&D + local transformation" model to enhance concrete's compressive strength and significantly reduce carbonation rates [3]. - Additionally, Wanst has developed an AI damage identification platform that accurately analyzes the causes of cracks, offering a one-stop solution for construction [3]. Financing Purpose - The recent financing will primarily be used to strengthen R&D investment, enhance product technology, expand production capacity to meet market demand for high-quality construction materials, and increase brand promotion efforts to explore new market areas [4]. Investment Rationale - The lead investor, Guan Feng Business Investment, highlighted Wanst's significant advantages in technological innovation and market positioning within the construction materials sector [5]. - Wanst's "Hong Kong R&D + local transformation" model has led to technological breakthroughs and product upgrades, providing strong market competitiveness [5]. - The solid background of Wanst's team and the immense market potential make it a worthy long-term investment [5]. Industry Insights - The A-round financing of Wanst represents an important breakthrough in the construction materials sector, supported by recent government policies promoting the development of new materials [6]. - The rapid development of the industry is driven by active responses from industry practitioners to these supportive policies [6]. - Wanst's innovative technology and strong team have attracted capital, setting a benchmark for the industry and reminding fund managers of their responsibility to create greater value for investors [6].

Market Performance Overview - The domestic equity market continued its upward trend, with the CSI 300 index rising by 1.54% during the week of June 30 to July 4, 2025. Gold prices also saw a significant increase. The steel, building materials, and banking sectors experienced the highest gains, while the computer, non-bank financial, and beauty care sectors faced the largest declines [3]. - All types of fund indices achieved positive returns, with ordinary equity funds rising by 1.60% [3]. Fund Product Issuance - The domestic new fund market saw a decrease in activity, with 23 new funds established, totaling 5.328 billion units issued. This included 13 equity funds, 4 bond funds, 5 mixed funds, and 1 fund of funds (FOF). In total, 36 new funds were issued across the market, comprising 25 equity funds, 6 bond funds, and 5 mixed funds [4]. Fund Product Performance Tracking - The long-term thematic fund indices continued to rise, with the pharmaceutical theme fund showing the highest increase of 5.70%. Other themes such as finance and real estate, industry rotation, and balanced industry funds also performed well, while TMT and national defense industry funds lagged behind [5]. ETF Market Tracking - Stock ETFs experienced a net outflow of 20.817 billion yuan, primarily from large-cap broad-based ETFs, while Hong Kong stock ETFs saw a significant inflow of 7.821 billion yuan. The median return for stock ETFs was 1.35%, while the median return for Hong Kong stock ETFs was -0.75% [7]. - The median return for cross-border ETFs was 1.32%, with a net inflow of 0.375 billion yuan. Commodity ETFs had a median return of 1.12% and a net inflow of 2.24 billion yuan. The Sci-Tech Innovation Board theme ETF saw a net inflow of 0.84 billion yuan, while other broad-based ETFs experienced net outflows totaling 23.298 billion yuan [7]. Fund Positioning Monitoring - The estimated equity positioning of actively managed funds decreased by 0.44 percentage points compared to the previous week. Increased allocations were observed in the pharmaceutical, national defense, and electronics sectors, while reductions were noted in non-ferrous metals, household appliances, and electric equipment sectors [8]. ESG Financial Product Tracking - Twelve new green bonds were issued this week, with a total issuance scale of 33.461 billion yuan. The domestic green bond market has steadily developed, with a cumulative issuance scale of 4.63 trillion yuan and a total of 3,954 bonds issued as of July 4, 2025 [9]. - In terms of fund performance, the median return for actively managed equity, passive equity index, and bond ESG funds was 1.22%, 1.89%, and 0.15%, respectively. Funds focused on low-carbon economy, carbon neutrality, and the Belt and Road Initiative showed significant performance advantages [9].

中国经济网北京7月8日讯晶雪节能（301010）(301010.SZ)昨日晚间发布关于控股股东、实际控制人的 一致行动人减持计划实施完成的公告。公司近日收到常州市同德投资管理中心(有限合伙)(以下简称"同 德投资")计发来的《关于股份减持计划实施完成告知函》，本次股份减持计划已实施完成。 晶雪节能募集资金总额为2.11亿元，扣除发行费用后，募集资金净额为1.57亿元。晶雪节能最终募集资 金净额比原计划少1.93亿元。晶雪节能2021年6月11日披露的招股说明书显示，公司拟募集资金3.50亿 元，其中，2.50亿元拟用于节能保温板材，3990.80万元拟用于围护系统结构及新材料研发中心， 6000.00万元拟用于补充流动资金及偿还银行贷款。 晶雪节能上市发行费用为5419.25万元，其中保荐及承销费用3500.00万元。 | 股东 | 减持方式 | 股份来源 | 减持期间 | 减持均价 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | | 名称 | | | | (元) | (股) | (%) | | | 集中竞价交易 | 公司首次 公开发行 ...

Group 1 - The market sentiment score has further declined, with the current score at -0.9 as of July 4, down from -0.65 the previous week, indicating a bearish outlook [1][3] - The trading volatility between industries has decreased, suggesting a lack of active capital and increased uncertainty in short-term sentiment [3][11] - The overall trading volume in the A-share market has shown a slight increase compared to the previous week, but the daily trading volume has been on a downward trend, with the lowest daily trading volume recorded at 1.33 trillion RMB on Thursday [5][8] Group 2 - The short-term trend scores for industries such as steel, construction materials, and basic chemicals have significantly increased, with construction materials showing a rise of 90.91% [23][24] - The banking, communication, media, and comprehensive sectors are identified as the top five industries with the strongest short-term trends [23] - The value style is currently dominant, with the model indicating a preference for large-cap stocks over growth stocks [23][24]

| 农林牧渔 | | | | 国投中鲁 | | | --- | --- | --- | --- | --- | --- | | 交通运输 | 0.03 | 156.13 | 19.29 | 物产中大 | 5.32 | | 银行 | -0.03 | 238.08 | -1.71 | 浦发银行 | -2.74 | | 公用事业 | -0.49 | 394.04 | 2.86 | 迪森股份 | -5.50 | 今日各行业表现（截至下午13:58） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 建筑材料 | 2.66 | 153.70 | 22.59 | 国际复材 | 20.00 | | 电子 | 2.64 | 1560.52 | 35.42 | N屹唐 | 144.38 | | 电力设备 | 2.33 | 1155.48 | 50.93 | 欣灵电气 | 20.01 | | 通信 | 2.18 | 570.91 | 21.02 | 天孚通信 | 12.19 | | 传媒 ...

Core Viewpoint - The A-share market showed positive performance today, with the Shanghai Composite Index rising by 0.58% and trading volume increasing by 13.14% compared to the previous trading day [1] Industry Performance - The construction materials, electronics, and electrical equipment sectors experienced the highest gains, with increases of 2.38%, 2.36%, and 2.28% respectively [1] - Conversely, the utilities, agriculture, forestry, animal husbandry, and transportation sectors faced the largest declines, with decreases of 0.54%, 0.15%, and 0.13% respectively [1] Trading Data - Total trading volume reached 704.97 billion shares, with a total transaction value of 8853.31 billion yuan [1] - Among individual stocks, 3918 stocks rose, including 55 hitting the daily limit up, while 1246 stocks fell, with 7 hitting the daily limit down [1] Leading Stocks - In the construction materials sector, "International Composite Materials" led with a gain of 20.00% [1] - In the electronics sector, "N Yi Tang" surged by 148.52%, marking the highest increase [1] - "Shouhang New Energy" in the electrical equipment sector also rose by 20.00% [1]