一、行情回顾 二、当日热点 1.电力 电力板块今日继续大涨，华银电力5天4板，长城电工、华光环能等多股涨停。 沪指全天窄幅震荡，创业板指跌超1%。电力股逆势爆发，韶能股份、华银电力、世茂能源等10余股涨停。跨境支付、稳定币概念反复活跃，中亦科技、京 北方、信雅达等多股涨停。地产股盘中拉升，渝开发、沙河股份、南山控股等涨停。下跌方面，创新药概念冲高回落，科兴制药跌超14%。个股涨多跌少， 沪深京三市超3200股飘红，今日成交1.22万亿，较上个交易日缩量近2200亿。 催化上，据国家气候中心预测，受全球气候变暖和厄尔尼诺现象双重影响，今年高温天气将呈现强度大、时间长的特征，华北地区最高气温可能突破42℃， 预计高温持续30天以上。 统计数据显示，7月4日，全国最大电力负荷达到14.65亿千瓦，比6月底上升约2亿千瓦，比去年同期增长接近1.5亿千瓦，创历史新高。其中，华东电网负荷 达4.22亿千瓦，空调负荷占比约37%。入夏以来，江苏、山东、河南、安徽、湖北等省级电网负荷9次创新高。 电力体制改革 +3.78% ■ 全国多地高温来袭, 迎峰度夏全国电力负荷创新高 | 股票名称 | | 最新价 = | 涨跌幅 = ...

Market Overview - The A-share market experienced fluctuations, with the Shanghai Composite Index closing up 0.02% and the ChiNext Index down over 1% [3][4] - A total of 3,255 stocks rose, while 1,978 stocks fell, with a total trading volume of 12,270.67 billion CNY [4][5] Electric Power Sector - Electric power stocks surged against the market trend, with companies like ShaoNeng Co., China Huadian Corp, and Shimao Energy hitting the daily limit [5][6] - The increase in electricity demand was driven by high temperatures across multiple regions, leading to a record high in national electricity load on July 4 [5] Charging Pile Sector - The charging pile sector saw significant gains, with companies like Aotexun hitting the daily limit [12][13] - A notice from the National Development and Reform Commission emphasized the need for scientific planning and construction of high-power charging facilities, aiming for over 100,000 such facilities by the end of 2027 [15][17] - The notice also highlighted the integration of charging facilities with local economic development and the importance of smart management and technology upgrades in the charging infrastructure [16][17] Real Estate Sector - Real estate stocks experienced a rally, with companies like Yuhua Development and Shahe Co. reaching their daily limits [8] - The Ministry of Housing and Urban-Rural Development called for accelerated construction of safe, comfortable, and green housing to stabilize market expectations and activate demand [8] Cross-Border Payment and Stablecoin Sector - Stocks related to cross-border payments and stablecoins showed volatility, with companies like Zhongyi Technology and Jingbeifang hitting the daily limit [7]

Group 1: Power Sector - Several companies in the power sector have shown significant stock performance, with Huaguang Huaneng achieving a 10.02% increase over three consecutive days [2] - Shaoneng Co. saw a 10.07% rise over two days due to changes in its controlling shareholder [2] - New Zhonggang and Shen Nan Electric A both recorded a 10.00% increase over two days, driven by the power sector's overall positive sentiment [2] - New companies like Shimao Energy and YN Energy debuted with a 10.00% increase, indicating strong market interest in the power sector [2] Group 2: Cross-Border Payment - The People's Bank of China is seeking public opinion on the draft rules for the Cross-Border Interbank Payment System (CIPS), which outlines detailed processes for account management and fund settlement [4][18] - Companies like Xinyada and Jingbeifang have seen stock increases of 9.98% and 10.00% respectively, attributed to developments in cross-border payment and digital currency [5] Group 3: Smart Grid - The National Development and Reform Commission has issued a notice promoting the scientific planning and construction of high-power charging facilities, which is expected to enhance the smart grid infrastructure [7] - Companies such as Xinling Electric and Suwen Electric have experienced stock increases of 20.00% and 20.01% respectively, reflecting positive market sentiment towards smart grid advancements [8] Group 4: Real Estate - The Ministry of Housing and Urban-Rural Development is actively working to stabilize expectations and stimulate demand in the real estate market, which has led to increased stock performance for companies like Nanshan Holdings and Caixin Development [9][12] - Nanshan Holdings recorded a 9.90% increase over four days, while Caixin Development saw a 9.85% rise over three days, indicating a recovery trend in the real estate sector [10][12] Group 5: Medical Devices - The Ministry of Finance has decided to exclude EU companies from participating in government procurement for certain medical devices, which is expected to benefit domestic manufacturers [15] - Companies like Jin'an Guoji and Baolait have seen stock increases of 9.96% and 20.02% respectively, driven by favorable policy changes in the medical device sector [16] Group 6: Nuclear Power - The Shanghai Stock Exchange has approved the merger of China Shipbuilding and China Shipbuilding Industry Corporation, which is expected to enhance the capabilities of the nuclear power sector [20] - Companies such as Changcheng Electric and Wangzi New Materials have recorded stock increases of 10.05% and 10.00% respectively, reflecting positive market sentiment towards nuclear power developments [21] Group 7: Digital Currency - The recent developments in the CIPS are also influencing the digital currency sector, with companies like Jinyi Culture and Jihong Co. seeing stock increases of 9.95% and 10.00% respectively [19]

Overall Market Performance - The Shanghai Composite Index experienced a narrow fluctuation throughout the day, closing up by 0.02% at 3473.13, while the Shenzhen Component Index fell by 0.70% to 10435.51, and the ChiNext Index dropped by 1.21% to 2130.19 [1][2] Sector Performance - The cross-border payment and stablecoin concepts were notably active, with stocks such as Zhongyi Technology, Jingbeifang, and Xinyada hitting the daily limit up [1] - Real estate stocks saw a midday surge, with companies like Yudai Development, Shahe Shares, and Nanshan Holdings also reaching the daily limit up [1] - Conversely, the innovative drug sector experienced a pullback, with Kexing Pharmaceutical declining over 14% [1] Popular Concepts - Power stocks surged against the trend, with nearly ten stocks including Shaoneng Shares, Huayin Electric, and Shimao Energy hitting the daily limit up [1]

A股三大指数今日涨跌不一，截至收盘，沪指涨0.02%，深成指跌0.7%，创业板指跌1.21%，北证50指数跌0.93%。全市场成交额12270 亿元，较上日缩量2274亿元。全市场超3200只个股上涨。 板块题材上，中船系、电力、电网设备、跨境支付、房地产、多元金融、足球板块涨幅居前；减肥药、CPO、AI PC、6G概念股跌幅 居前。 盘面上，电力、电网设备板块集体大涨，欣灵电气（301388）、长城电工（600192）、韶能股份（000601）等10余股涨停。跨境支付 板块表现活跃，京北方（002987）、青岛金王（002094）、信雅达（600571）等股涨停。房地产板块维持涨幅，渝开发（000514）、 南山控股（002314）、沙河股份（000014）等股封板。足球概念股走高，共创草坪（605099）、双象股份（002395）双双涨停。创新 药概念股冲高回落，科兴制药盘中大跌17%，南京新百（600682）、热景生物、一品红（300723）跌幅居前。CPO概念股多数调整， 东山精密（002384）、生益电子、兆龙互连（300913）跌幅靠前。存储芯片板块表现低迷，诚邦股份（603316）尾盘触及跌停， ...

Group 1: Power Sector - The power sector is experiencing significant growth, with companies like Huayin Power and Shaaneng Group seeing substantial stock price increases, reminiscent of the carbon neutrality trend [3] - Recent government policies, such as the "New Generation Coal Power Upgrade Special Action Implementation Plan," provide strong support for thermal power companies, stabilizing their profit expectations [3] - The renewable energy capacity has surpassed that of thermal power for the first time, indicating a profound energy revolution within the industry, creating a dual-driven growth model for power stocks [3] Group 2: Real Estate Sector - The real estate sector has seen unexpected gains in stocks of local state-owned enterprises like Chongqing Development and Shahe Shares, driven by numerous policies aimed at stabilizing the housing market [4] - A significant reduction of 15% in land supply in core areas of first-tier cities has boosted market confidence in high-quality real estate, particularly in cities like Beijing and Shanghai [4] - The real estate market is experiencing severe differentiation, with core city demand presenting genuine investment opportunities, as evidenced by a 24% year-on-year increase in second-hand housing transactions in Shanghai [4] Group 3: Cross-Border Payment Sector - The cross-border payment sector is performing well, with companies like Xinyada and Jingbeifang seeing stock price surges due to technological and policy advancements [4] - The recent implementation of QR code payment interoperability between China and Vietnam, along with real-time local currency settlement, accelerates the international expansion of Chinese payment systems [4] - The integration of digital currency and blockchain technology is reshaping the cross-border payment landscape, making transactions as convenient as domestic transfers, thus enhancing long-term growth potential for this sector [4] Group 4: Market Trends and Sentiment - The overall market volume has decreased to 780 billion, indicating a cautious sentiment among investors, leading to faster rotation of themes [6] - Despite the decline in indices, the situation is not severe, as the number of stocks declining is not significantly higher than those rising, suggesting that panic has not set in [6] - Upcoming second-quarter reports are expected to provide insights, particularly for sectors like power and real estate that have strong policy support and high earnings certainty [6]

Market Overview - The A-share market experienced low volatility with major indices showing mixed results, where the Shanghai Composite Index fell by 0.21% and the Shenzhen Component Index decreased by 0.70% [2][3] - The total market turnover was 783.06 billion yuan, indicating a significant decrease compared to the previous day, with 2,925 stocks rising and 2,243 stocks falling [4] Sector Performance - The energy sector saw a collective rise, particularly in hydropower and thermal power stocks, with notable gains from companies like Huayin Power and Shaoneng Shares [12][13] - The stablecoin, cross-border payment, and digital currency sectors showed strong performance, with several stocks reaching their daily limit up [9][10] - Conversely, the CPO, CRO, and innovative pharmaceutical sectors experienced a pullback, while 6G and communication sectors faced declines [4][5] Hong Kong Market - The Hong Kong market also faced declines, with the Hang Seng Index dropping by 0.45% and the Hang Seng Tech Index falling by 0.15% [6][7] - Major players in the food delivery sector, such as Meituan and Alibaba, saw significant drops, with Meituan falling over 2% amid intensified competition in the food delivery market [16][17] Stablecoin and Cross-Border Payment Trends - The stablecoin market is rapidly expanding, with a projected transaction volume of $26.7 trillion in cross-border payments by 2024, and the market for Real World Assets (RWA) expected to reach $16 trillion by 2030 [11] - The upcoming implementation of the stablecoin regulations in Hong Kong is anticipated to boost the market, with at least nine institutions expressing interest in obtaining licenses [10][11] Energy Sector Insights - The National Energy Administration reported a record peak electricity load of 1.465 billion kilowatts, indicating a significant increase in demand due to high temperatures [13] - Analysts recommend focusing on hydropower and thermal power stocks that are expected to benefit from the ongoing construction of a unified electricity market [15] Food Delivery Competition - The ongoing "food delivery war" has led to aggressive marketing strategies, including substantial coupon distributions by major players, resulting in a surge in orders for Meituan [21] - Despite the short-term losses, analysts view these marketing expenditures as a long-term investment strategy that may enhance marketing efficiency in the future [21]

市场人士王章亮认为，若量能不足，后续或回踩10日均线3430点。具体板块方面，关注半导体设备 龙头及材料环节。AI硬件与消费电子也可关注，苹果折叠屏研发催化产业链，叠加15%的AI眼镜补 主力资金早间净流入计算机、基础化工等板块，净流出银行、电子等板块。 具体到个股来看，华峰超纤、海联金汇、华银电力获净流入8.46亿元、7.97亿元、7.95亿元。 净流出方面，贵州茅台、宁德时代、中国神华遭抛售6.29亿元、4.03亿元、3.69亿元。 机构观点 2025.07. 07 作者 | 一财资讯 截至午盘，沪指报3465.05点，跌0.21%，深成指报10434.83点，跌0.7%，创业板指报2129.34 点，跌1.25%。 盘面上，跨境支付、稳定币概念股走强，电力股表现活跃，中船系、多元金融、房地产、足球概念涨 幅居前；CPO、机器人、消费电子、创新药等板块走弱。 全市场近3000股上涨。 | 板块名称 | 老人都是 | | | --- | --- | --- | | 中船系 | +3.30% | +0.12% | | 2025中报"网博 | +2.64% | +0.04% | | 电力 | +2.54% | ...

Core Viewpoint - The article discusses the recent market trends driven by the competition between Alibaba and Meituan in the food delivery sector, as well as the strong performance of tea beverage stocks and football-related stocks, highlighting potential investment opportunities in these areas [5][8]. Group 1: Market Trends - The "takeaway war" between Alibaba and Meituan has sparked significant market interest, with both companies offering substantial discounts and incentives to consumers [5]. - The tea beverage sector has seen a surge in stock prices, with companies like Gu Ming and Nai Xue's Tea experiencing notable gains [5]. - The overall consumer sector has rebounded, with strong performances in real estate and financial sectors, while the TMT sector has faced a pullback [5][10]. Group 2: Company Performance - Hengxin Life (301501), known as the "takeaway shovel stock," saw its shares rise over 13%, benefiting from the increased demand for disposable food packaging [5][8]. - Hengxin Life specializes in biodegradable plastic dining utensils and has established partnerships with major brands like Heytea and Starbucks [7]. - In 2024, Hengxin Life reported a revenue of 1.594 billion yuan, a year-on-year increase of 11.86%, and a net profit of 220 million yuan, up 2.82% [8]. Group 3: Financial Sector Activity - The financial sector, particularly in multi-financial and cross-border payment services, has shown strong performance, with significant gains in stocks like Huafeng Super Fiber and Xinya Data [10][12]. - The People's Bank of China has released a draft for the rules governing the Cross-border Interbank Payment System (CIPS), which aims to enhance the operational framework for cross-border payments [12][13].

香港方面传来稳定币最新消息！ 7月7日早上，香港明报报道称，香港《稳定币条例》8月生效，香港财库局局长许正宇表示，金管局目前就落实 条例指引咨询市场，本月内将公布该指引具体内容，涉及反洗钱及其他相关要求。他也表明，批出的稳定币牌照 数目会是"个位数"，盼于条例生效后能够收到申请，目标今年内可发出牌照。 A股盘中，跨境支付、稳定币概念股持续走强，中亦科技、京北方、浔兴股份、海联金汇、石基信息、青岛金王 等多股涨停。港股市场，中资券商股再度拉升，稳定币概念股也是集体走强。那么，此题材究竟演绎至何时？ 香港突传重磅 国元证券在研报中建议，关注稳定币生态建设相关厂商，尤其是具备金融科技基础的上市公司。 谈及稳定币的应用情景时，许正宇说："我们希望（稳定币）着重处理在实体经济中的难点和痛点，例如跨境支 付，尤其是牵涉到'本币'风险较高，又或当地金融体系不是那么完备，而进行跨境支付时，则有一定的挑战。但 若有以法定货币作为基础的稳定币，作为一个有效的支付工具，可便利跨境交易，及减省当中的交易成本。" 许正宇举例解释，跨境交易时牵涉到不同金融体系，但若该地区就连本地人对于自身货币都不太有信心，如出现 严重通胀或货币汇率急跌 ...