7月21日，A股市场整体上涨。 截至收盘，上证指数收报3559.79点，上涨0.72%，深证成指收报11007.49点，上涨0.86%，创业板指收 报2296.88点，上涨0.87%，北证50指数上涨2.38%。A股市场合计成交17274.28亿元，较上一交易日增 加1339.22亿元。 1. A股市场全天主力资金净流出136.41亿元 今日A股市场主力资金开盘净流出52.22亿元，尾盘净流入15.76亿元，全天净流出136.41亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | | 尾盘净流入 超大单净买入 | | 2025-7-21 | -136.41 | -52. 22 | 15. 76 | -9.08 | | 2025-7-18 | -256. 41 | -65. 68 | -5.90 | -135.30 | | 2025-7-17 | 69.86 | -16. 82 | 13. 64 | 124. 01 | | 2025-7-16 | -134. 35 | -8.00 | ...

Group 1 - Lenovo (Beijing) Co., Ltd. has applied for a patent titled "Data Processing Method, Device, and Electronic Equipment," with publication number CN120335915A, filed on March 2025 [1] - The patent describes a method for data processing that includes obtaining a request to present a UEFI system configuration interface and reading a first configuration file from a read-only storage medium [1] - The first configuration file is written to the read-only storage medium before the UEFI system leaves the factory, and the method involves generating at least one target configuration item based on the first and a second configuration file [1] Group 2 - Lenovo (Beijing) Co., Ltd. was established in 1992 and is located in Beijing, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 565 million HKD and has invested in 107 enterprises, participated in 5,000 bidding projects, and holds 1,751 trademark records and 5,000 patent records [2] - Additionally, Lenovo (Beijing) Co., Ltd. possesses 238 administrative licenses [2]

Group 1 - Jiangte Electric plans to change its control rights, with stock suspension starting from July 22, expected to last no more than 2 trading days. Additionally, its subsidiary Yichun Yinli will suspend operations for equipment maintenance for approximately 26 days, which is not expected to significantly impact annual performance [3] - Core Technology intends to sell 100% equity of its subsidiary Zhongshan Core Automation Technology for 156 million yuan and transfer related assets for a total of approximately 82 million yuan. The company aims to optimize its business structure by consolidating resources [4] - Fengmao Co. plans to invest no more than 1.5 billion yuan to establish an intelligent chassis thermal control system production base in Yuyao, while terminating the project for a parts production base in Jiaxing, which had not yet commenced [5] - Haopeng Technology's controlling shareholder voluntarily extends the lock-up period for pre-IPO restricted shares by 12 months, reflecting confidence in the company's future development [6] - Good Products has been involved in a share transfer dispute, with the court accepting the case involving 996 million yuan. The outcome may introduce uncertainties regarding the control transfer of its major shareholder [7] Group 2 - Haitan Ruisheng expects a net profit increase of 607.01% to 960.52% for the first half of 2025, driven by rapid growth in AI technology and its applications [9] - GeKao Micro anticipates a revenue growth of 22.27% to 36.51% for the first half of 2025, supported by the recognition of its high-pixel chip integration technology [10] - Jinghe Integration forecasts a net profit increase of 39.04% to 108.55% for the first half of 2025, benefiting from improved industry conditions and increased product sales [11] - Best Beauty expects a net profit increase of 100.07% to 168.38% for the first half of 2025, attributed to significant profit growth in trade products [12] - Juzan Optoelectronics reports a net profit growth of 3.43% for the first half of 2025, with a proposed stock dividend of 4.5 shares for every 10 shares held [13] - Changshu Bank reports a net profit of 1.969 billion yuan for the first half of 2025, a year-on-year increase of 13.55% [14] - Keda Li anticipates a net profit increase of 15.73% to 26.53% for the first half of 2025, driven by the growth in new energy vehicle sales [15] - *ST Sitong reports a net loss of 16.201 million yuan for the first half of 2025, despite a revenue increase of 75.88% [16] Group 3 - Gaode Infrared has signed contracts totaling 685 million yuan for overseas market orders, representing 25.59% of its projected 2024 revenue [18] - Dajin Heavy Industry has signed a contract worth approximately 430 million yuan for offshore wind farm foundation supplies, accounting for 11.38% of its projected 2024 revenue [20] - Dongfang Precision has established a strategic partnership with Leju Robotics, focusing on embodied intelligent robots [21] - Chuling Information's subsidiary has signed a framework contract with China Mobile for a total amount of 421 million yuan, involving intelligent network integration products [22] - Hongxin Technology has entered into contracts with a leading domestic flying car company for component development and procurement [23] Group 4 - Dongcai Technology's chairman plans to reduce his stake by up to 0.43% due to personal financial needs [25] - Tianchuang Fashion's shareholder Visions plans to reduce its stake by up to 1% through centralized bidding [26]

主力资金净流出的行业有20个，计算机行业主力资金净流出规模居首，全天净流出资金93.19亿元，其 次是电子行业，净流出资金为20.52亿元，净流出资金较多的还有医药生物、银行、通信等行业。 资金面上看，两市主力资金全天净流出69.45亿元，今日有11个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨2.06%，全天净流入资金31.93亿元，其次是建筑材料行业，日 涨幅为6.06%，净流入资金为20.38亿元。 计算机行业资金流入榜 沪指7月21日上涨0.72%，申万所属行业中，今日上涨的有27个，涨幅居前的行业为建筑材料、建筑装 饰，涨幅分别为6.06%、3.79%。跌幅居前的行业为银行、综合，跌幅分别为0.77%、0.34%。计算机行 业位居今日跌幅榜第三。 计算机行业今日下跌0.31%，全天主力资金净流出93.19亿元，该行业所属的个股共335只，今日上涨的 有154只，涨停的有1只；下跌的有174只。以资金流向数据进行统计，该行业资金净流入的个股有87 只，其中，净流入资金超5000万元的有5只，净流入资金居首的是淳中科技，今日净流入资金1.34亿 元，紧随其后的是优刻得、科创信 ...

资金面上看，两市主力资金全天净流出69.45亿元，今日有11个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨2.06%，全天净流入资金31.93亿元，其次是建筑材料行业，日 涨幅为6.06%，净流入资金为20.38亿元。 主力资金净流出的行业有20个，计算机行业主力资金净流出规模居首，全天净流出资金93.19亿元，其 次是电子行业，净流出资金为20.52亿元，净流出资金较多的还有医药生物、银行、通信等行业。 钢铁行业今日上涨3.44%，全天主力资金净流入4.08亿元，该行业所属的个股共44只，今日上涨的有43 只，涨停的有4只；下跌的有1只。以资金流向数据进行统计，该行业资金净流入的个股有24只，其中， 净流入资金超5000万元的有7只，净流入资金居首的是重庆钢铁，今日净流入资金1.03亿元，紧随其后 的是柳钢股份、抚顺特钢，净流入资金分别为9794.87万元、8514.98万元。钢铁行业资金净流出个股 中，资金净流出超千万元的有6只，净流出资金居前的有包钢股份、钒钛股份、马钢股份，净流出资金 分别为9629.28万元、5969.50万元、5229.18万元。（数据宝） 沪指7月21 ...

| 2025 年 07 月 21 日 一周市场回顾 | 证券研究报告-一周市场回顾 分析师:马遥识途 | | --- | --- | | 一周市场回顾 | 资格证书:S1330524050001 联系邮箱:mayst@hxzb.cn 联系电话:15201282186 | | (2025.07.14-2025.07.18) | 相关研究 | | | 一周市场回顾 (2025.07.07 - | | | 2025.07.11) | | A 股市场: | 2025.07.15 | | | 一周市场回顾 (2025.06.30 - | | . 本周 A 股上证指数上涨 0.69%,收于 3534.48 点,深证成指上涨 | 2025.07.04) | | 2.04%. 收于 10913.84点,创业板指上涨 3.17%,收于 2277.15点。 | 2025.07.07 | | | 一周市场回顾 (2025.06.16— | | 价值风格类板块代表指数上证 50、中证 100、沪深 300 分别上涨 | 2025.06.20) | | 0.28%、上涨 0.99%、上涨 1.09%,成长风格类板块代表指数中小 | | ...

证券研究报告 2025 年 7 月 21 日 星期一 【新股发行跟踪（20250721）】 一、上周新股表现情况 上周（7 月 14 日-7 月 18 日）共有 1 只新股上市，上市首日涨跌幅为 125.79%。 表 1：上周新股表现 | 股票代码 | 股票简称 | 上市日期 | 上市 | 发行价 | 发行市 | 证监会行业 | 首日收盘 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 板块 | 格（元） | 盈率 | | 涨跌幅(%) | | 600930.SH | 华电新能 | 2025-07-16 | 主板 | 3.18 | 15.28 | 电力、热力生产和 | 125.79 | | | | | | | | 供应业 | | 资料来源：东莞证券研究所，iFinD 二、周度新股上市情况走势 从周度新股上市规模来看，上周（7 月 14 日-7 月 18 日，下同）较上 上周（7 月 7 日-7 月 11 日，下同）相比，上市新股数量少 1 只，首发募资 金额多 124.64 亿元。 从周度上市新股表现来看，上周与上上周均无新股首日破发，与 ...

证券时报·数据宝统计，截至下午13:58，今日沪指涨0.56%，A股成交量1106.11亿股，成交金额13796.59 亿元，比上一个交易日增加7.77%。个股方面，3677只个股上涨，其中涨停116只，1589只个股下跌， 其中跌停4只。从申万行业来看，建筑材料、建筑装饰、钢铁等涨幅最大，涨幅分别为5.61%、3.58%、 3.45%；银行、计算机、综合等跌幅最大，跌幅分别为0.62%、0.54%、0.43%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 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 | 5.61 | 233.59 | 135.21 | 金隅集团 | 10.19 | | 建筑装饰 | 3.58 | 331.02 | 106.40 | 中设咨询 | 25.84 | | 钢铁 | 3.45 | 169.19 | 47.56 | 西宁特钢 | 10.21 ...

7月16日，省委书记林武在威海会见了惠普公司总裁兼首席执行官恩里克·洛雷斯一行，并到部分企业调 研。 林武对客人的到来表示欢迎。他说，山东始终高度重视与跨国公司合作，全力服务跨国公司在山东投资 兴业。惠普公司是全球计算机和打印机领域的领军企业，公司入驻山东威海以来，与当地一起打造打印 机完整产业生态并取得明显成效。希望惠普公司进一步扩大威海打印机产业规模，延伸产业链条，拓展 合作领域，全面深化与山东合作，谱写互利共赢新篇章。我们将持续优化营商环境，为惠普公司在鲁发 展提供更好服务。 7月16日下午，青岛市委常委会召开会议，传达学习习近平总书记在中央城市工作会议、在山西考察 时、集体会见上海合作组织成员国外长理事会会议外方代表团团长时的重要讲话精神等，研究审议有关 工作事项。曾赞荣主持会议并讲话。 根据党中央关于联动巡视的部署要求和山东省委工作安排，7月17日上午，中央第九巡视组、山东省委 第二巡视组在青岛召开巡视进驻动员会。曾赞荣主持会议并作表态发言。 7月18日下午，省委书记林武在山东大厦会见了吉利控股集团董事长李书福一行。林武、李书福分别介 绍了山东省、吉利控股集团发展情况，就扩大项目投资和产业规模，加强 ...

一、证券市场回顾 南财金融终端数据显示，上周(7月14日—7月18日,下同)，上证综指周内上涨0.69%，收于3534.48点，最 高3536.01点；深证成指周内上涨2.04%，收于10913.84点，最高10946.4点；创业板指周内上涨3.17%， 收于2277.15点，最高2296.91点。在全球市场中，大部分主要指数上涨。纳斯达克综指上涨1.51%，道 琼斯工业指数下跌0.07%，标普500上涨0.59%。亚太地区，恒生指数上涨2.84%，日经225指数上涨 0.63%。 二、新股申购情况 上周有2只新股发行,详情见下表： | 股票代码 | 股票简称 | 申购日期 | | --- | --- | --- | | 301609.SZ | 山大电力 | 20250714 | | 603262.SH | 技源集团 | 20250714 | 四、基金发行情况 上周有16只新基金发行,分别为:诺安汇利混合D、中加聚诚纯债债券C、国联安安泰灵活配置混合C、东 方红睿轩三年持有混合、交银安心收益债券C、博时富融纯债债券C、华富天益货币E、华富天益货币 D、中银信用增利债券D、东吴裕盈平衡混合A、东吴裕盈平衡混合C ...