Market Performance - On July 31, the Shanghai Composite Index fell by 1.18%, the Shenzhen Component Index dropped by 1.73%, and the ChiNext Index decreased by 1.66%[2] - A total of 4,133 stocks declined, 68 remained flat, and 1,019 stocks rose, with a trading volume exceeding 1.9 trillion yuan[1] Sector Analysis - Only six sectors closed in the green, including chemical pharmaceuticals, software development, internet, power equipment, biopharmaceuticals, and medical services[1] - The sectors with the largest declines were energy metals, steel, coal, mining, and photovoltaics[1] Investment Insights - The market has shown signs of a pullback after a rebound of nearly 600 points since the low on April 7, indicating a completed technical move[1] - Investors are advised to focus on sectors at relatively low levels for investment opportunities and prioritize high-performing stocks in the short term[1] Fund Flow - On July 31, net outflows from the Shanghai Stock Exchange amounted to 17.249 billion yuan, while the Shenzhen Stock Exchange saw net outflows of 9.606 billion yuan[4] - The top three sectors for capital inflow were IT services, software development, and communication equipment, while the largest outflows were from liquor, real estate development, and electricity sectors[4] Economic Indicators - The manufacturing PMI for July was reported at 49.3%, a decrease of 0.4 percentage points from the previous month, indicating a slight contraction in manufacturing activity[7] - The non-manufacturing business activity index was at 50.1%, still above the critical point, suggesting overall expansion in the service sector[7] Global Trends - In Q2 2025, global gold demand reached 1,249 tons, a year-on-year increase of 3%, driven by significant inflows into gold ETFs, which totaled 170 tons[11] - The first half of 2025 saw a record high for global gold ETF demand at 397 tons, the highest since 2020[11] Fund Dynamics - Public funds have seen nearly 5 billion yuan in self-purchases this year, with passive index funds being particularly favored, accounting for 20.65% of total self-purchases[12] - The second quarter report indicated a continued expansion in public fund asset sizes, with active equity funds increasing their stock positions in sectors like communication and finance[14]

医疗卫生强基工程启动实施 支持约600个县域医共体改善基础条件 智通财经8月1日电，在今天召开的国家发展改革委新闻发布会上，相关负责人介绍，医疗卫生强基工程 已启动实施，加快实现"一般病在市县解决，日常疾病在基层解决"。在提升县域诊疗服务能力方面，我 国统筹安排各类中央资金，支持约600个县域医共体改善基础条件，配备医疗设备1.1万多台（套）。在 推广"乡镇检查、县级诊断、结果互认"模式方面，推进医学影像、医学检验、心电诊断、消毒供应、中 心药房等五方面县域资源共享中心建设，开展"分布式检查、集中式诊断"，切实改善群众就医体验。在 引导优质医疗资源下沉方面，推动125个国家区域医疗中心扎根基层，建设紧密型医联体和专科联盟， 已累计开展远程医疗服务110万例次，通过巡回医疗、对口帮扶等方式下沉服务基层患者约300万人次。 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) emphasizes the continuous rise in service consumption, driven by popular cultural products and innovations in technology, and outlines measures to enhance consumer capacity and promote high-quality economic development [1] Group 1: Service Consumption Trends - Service consumption has been on the rise this year, with notable contributions from the release of "Nezha 2" and the popularity of humanoid robots [1] - The growth in service consumption has also stimulated interest in educational travel, tourism, and domestic products [1] Group 2: Policy Measures - The NDRC plans to enhance consumer capacity by implementing measures to stabilize employment and the economy [1] - There will be a focus on cultivating new growth points in service consumption, particularly in cultural tourism, sports events, and essential life services such as elderly care, healthcare, and childcare [1] Group 3: Infrastructure and Innovation - The NDRC aims to optimize consumption functions to encourage consumer willingness, promoting domestic products and advancing artificial intelligence in home consumption [1] - There will be significant efforts to innovate application products and improve infrastructure such as charging stations and logistics systems to foster a virtuous cycle of consumption and investment [1]

8月1日，塞力医疗盘中上涨5.13%，截至09:40，报31.56元/股，成交2.82亿元，换手率4.77%，总市值 60.29亿元。 2025年1月-3月，塞力医疗实现营业收入2.87亿元，同比减少40.75%；归属净利润-1432.09万元，同比减 少553.66%。 资料显示，塞力斯医疗科技集团股份有限公司位于武汉市东西湖区金山大道1310号，塞力斯医疗科技集 团主要业务在医疗集约化运营管理服务领域，与国内外知名IVD供应商建立合作关系，提供全面的体外 诊断产品供应链服务，并进一步发展信息化技术以支持集约化运营服务平台的建设。公司在供应链信息 化、区块链、物联网等信息技术领域有深度布局，并与大数据及信息管理系统平台开发公司保持紧密合 作。 截至3月31日，塞力医疗股东户数4.66万，人均流通股4099股。 ...

Group 1: Economic Development - The report emphasizes the importance of stabilizing employment, enterprises, markets, and expectations to enhance economic recovery [2] - Shanghai's economic and social development has shown a positive trend in the first half of the year, boosting confidence and resilience in facing challenges [2] - There is a call for better coordination among departments to leverage regional advantages and promote high-quality development [2] Group 2: Technological and Industrial Innovation - Continuous efforts are needed to integrate technological innovation with industrial innovation, focusing on upgrading traditional industries and developing emerging sectors [3] - Suggestions include enhancing the integration of innovation chains, industrial chains, capital chains, and talent chains [3] - The need for a robust capital market to support innovation, particularly in front-end equity investment, is highlighted [3] Group 3: Public Services and Social Welfare - The focus is on improving public service quality and addressing urgent social issues to ensure equitable and accessible welfare [4] - Recommendations include optimizing elderly care policies and enhancing community health service systems to address aging population challenges [4] - There is an emphasis on improving disaster response capabilities, particularly in relation to extreme weather events [4]

Group 1 - The company is exploring opportunities in the medical field through a strategic partnership with Derong Medical, which was established in January 2025 [1] - The collaboration will focus on multiple areas including integrated sanitation management services, infrastructure investment, medical community construction, hospital logistics management, and medical waste treatment [1] - The goal is to create a more open and efficient urban service platform, developing intelligent urban medical service solutions [1]

Group 1 - The article highlights that on July 31, several listed companies received target price upgrades from brokerages, with notable increases for Ningde Times, Su Shi Testing, and Yonghui Supermarket, showing target price increases of 66.28%, 48.13%, and 47.99% respectively [1][3] - Ningde Times received a "Buy" rating from Dongwu Securities with a target price of 440.00 yuan, indicating a significant potential upside [3] - Su Shi Testing was rated "Strong Buy" by Huachuang Securities with a target price of 24.22 yuan, reflecting a robust growth outlook [3] Group 2 - A total of 26 listed companies were recommended by brokerages on July 31, with Hisense Home Appliances receiving the most recommendations at four, followed by Su Shi Testing with three, and Yonghui Supermarket with two [4][5] - Hisense Home Appliances closed at 25.69 yuan and was recommended by four brokerages, indicating strong market interest in the white goods sector [5] - The article also mentions that Hunan Haili received its first coverage with a "Buy" rating from Great Wall Securities, indicating a positive outlook for the agricultural chemical products industry [7]

| | | 07月31日券商推荐家数排名 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 收盘价(元) | 评级券商数量 | 行业 | | 000921 | 海信家电 | 25.69 | ব | 白色家电 | | 300416 | 苏试试验 | 16.35 | 3 | 专业服务 | | 601933 | 永辉超市 | 4.73 | 2 | 一般零售 | | 600900 | 长江电力 | 27.84 | 2 | 电力 | | 603259 | 药明康德 | 96.27 | 2 | 医疗服务 | | 688696 | 极米科技 | 113.86 | 2 | 聖色家电 | | 300750 | 宁德时代 | 264.62 | 2 | 电池 | | | | 日期：07月31日，南财投研通×南财快讯制图 | | | 首次覆盖方面，7月31日券商共给出了1次首次覆盖，其中湖南海利获得长城证券给予"买入"评级。 南财投研通数据显示，7月31日，券商给予上市公司目标价共13次，按最新收盘价计算，目标价涨幅排名居前 的公司有宁德时代、苏试试验、永辉超市，目标价涨幅分 ...

截至2025年一季报，共有1家机构持仓三博脑科，其中基金1家，合计持股数53.59万股，持股市值0.28亿 元。 7月31日，三博脑科今日收盘50.08元，上涨3.58%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到93.87倍，总市值103.16亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均48.19倍，行业中值59.42倍，三博脑科排 名第37位。 三博脑科医院管理集团股份有限公司的主营业务是临床医疗服务。公司的主要产品是医疗服务、药品、 供应链、其他业务。 最新一期业绩显示，2025年一季报，公司实现营业收入3.93亿元，同比16.78%；净利润3831.36万元， 同比14.56%，销售毛利率26.44%。 来源：金融界 序号股票简称PE(TTM)PE(静)市净率总市值(元)13三博脑科93.8798.224.41103.16亿行业平均 48.1960.404.23199.54亿行业中值59.4265.523.2467.81亿1药明康德20.0829.264.622765.08亿2康龙化成 29.6030.843.94553.02亿3爱尔眼科32.3333.705.49 ...

融券方面，当日融券卖出0.17万股，净买入0.78万股。 来源：金融界 7月31日，沪深两融数据显示，通策医疗获融资买入额1.18亿元，居两市第174位，当日融资偿还额1.15 亿元，净买入240.43万元。 最近三个交易日，29日-31日，通策医疗分别获融资买入1.42亿元、1.35亿元、1.18亿元。 ...