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） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 综合 | 1.26 | 9.93 | 5.65 | 天宸股份 | 10.00 | | 钢铁 | 1.09 | 47.44 | -21.86 | 柳钢股份 | 10.08 | | 商贸零售 | 0.93 | 108.41 | 54.31 | 国光连锁 | 9.98 | | 医药生物 | 0.89 | 632.76 | 10.81 | 成都先导 | 20.02 | | 国防军工 | 0.88 | 177.88 | -1.13 | 甘化科工 | 7.20 | | 通信 | 0.79 | 402.36 | -30.84 | 仕佳光子 | 10.81 | | 电子 | 0.77 | 830.63 | -5.04 | 满坤科技 | 20.01 | | 汽车 | 0.73 | 424.59 | 14.78 | 建设工业 | 10.01 | | 家用 ...

Group 1 - The latest list of key companies planned for listing in Hangzhou includes 315 firms across various sectors such as biomedicine, digital economy, high-end manufacturing, and modern services [1][2] - Notable companies on the list include traditional brands like Hu Qing Yu Tang and Zhejiang Salt Industry Co., as well as industry leaders like Zhejiang Long Aviation and Hikvision Robotics [1][2] - Emerging tech companies from the "Hangzhou Six Little Dragons," such as Qunhe Information and Yunsenshu Technology, are also included in the updated list [1][2] Group 2 - The technology and medical sectors are highlighted as two major areas with a significant number of promising companies, including Qunhe Information Technology and WeDoctor, a digital health unicorn [2] - Hu Qing Yu Tang, a century-old brand, and several other medical firms like Nucleon Health and Sugarji Medical are also part of the growing biomedical landscape in Hangzhou [2] Group 3 - The Hangzhou government has been actively promoting the capital market, launching initiatives like the "Phoenix Action Plan" to support strategic emerging industries [3] - By mid-2024, the Hangzhou Innovation Fund and other related funds had approved a total fund size of 170.6 billion yuan, investing in 1,580 projects and 2,600 companies, with over 90% of the funding directed towards private enterprises [3] Group 4 - As of July 15, there are 234 listed companies in Hangzhou, with 20 companies having a market capitalization exceeding 30 billion yuan [4] - The Binjiang District is home to the highest number of listed companies, accounting for 19.7% of the total, while other districts like Xihu and Yuhang also contribute significantly [4] - Four Hangzhou companies, including Zhongce Rubber and Xinkai Technology, successfully went public on the A-share market this year, with Zhongce Rubber achieving a market value close to 50 billion yuan shortly after its IPO [4] Group 5 - The Hong Kong capital market is increasingly attracting Hangzhou companies, with 63 firms listed as of July 15 [6] - Recent listings include Saint Bella, which became the first global family quality care stock, and TIDE Pharmaceutical, which debuted on the Hong Kong Stock Exchange [6] - Several other Hangzhou companies are in the process of applying for listings on the Hong Kong Stock Exchange, indicating a growing trend of companies seeking opportunities in this market [6]

对此，济南海关副关长辛杨介绍，作为全国工业门类最齐全、体系最完备的省份之一，山东正持续深化工业经济"头号工程"，积极打造 经济发展强引擎。在外贸领域，"山东制造"出海步伐不断加快。上半年，山东省工业品出口1.04万亿元，增长6.1%，规模列全国第四 位。具体呈现三个方面的积极变化： 一是出口重心由产业链下游向上游转移。山东加速推进新型工业化，制造能力和创新水平不断提升，工业品出口重心向产业链上游攀 升，上半年，山东省出口工业中间品4980.2亿元，增长5.9%，规模创历史同期新高。 二是由传统产业向战略性新兴产业转移。近年来，山东制造高端化、智能化、绿色化转型动能强劲，创新活跃、技术密集的新兴产业 保持增长势头，上半年，高端装备出口451.8亿元，增长36.3%；电子信息出口248.8亿元，增长24.5%；生物医药及医疗仪器出口95.8亿 元，增长6.8%。 三是由"无品牌"向"自主品牌"转移。山东深入实施质量强省和品牌战略，推出"好品山东"等区域公共品牌，促进具备竞争优势的工业企 业逐步由"无品牌"转向"自主品牌"。从重型装备到高端零部件，从家用电器到新能源客车，山东工业品形成了独具特色的"出海品牌 链"。 ...

| 代码 | 简称 | 最新融资余额（万 | 其间增减 | 代码 | 简称 | 最新融资余额 | 其间增减 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | | | （万元） | （%） | | 300395 | 菲利华 | 30261.02 | 227.29 | 300327 | 中颖电 子 | 54685.32 | -33.38 | | 301183 | 东田微 | 42345.74 | 185.91 | 301173 | 毓恬冠 佳 | 3384.70 | -30.90 | | 301529 | 福赛科 技 | 12325.18 | 161.23 | 300870 | 欧陆通 | 40275.38 | -28.70 | | 301010 | 晶雪节 | 5736.01 | 122.87 | 301139 | 元道通 | 11889.23 | -27.77 | | | 能 | | | | 信 | | | | 301658 | 首航新 能 | 12668.14 | 104.19 | 301148 | 嘉戎技 术 | 10 ...

（原标题：和讯投顾陈炜：下半个月还有重要会议，市场或许会有新的变化） 7月16日盘面收官后，和讯投顾陈炜表示，咱们来简单聊聊今日市场情况。 今日大盘整体表现较为乏味，全天基本没什么大的波动，上下波幅仅约20个点，最终收盘收在3500点上 方。昨天市场探底后拉升，然而今天并未延续修复态势，这表明资金目前仍持观望态度。当下大盘整体 处于弱势震荡格局，震荡区间大致在3483 - 3510点之间。短期来看，市场可能还需要在这个区间内再磨 一磨，不过磨的时间也不会太久，后续还是要尽快修复3510点。总体而言，大盘大概率还是会向上走。 成交量方面，今日为1.44万亿，虽较之前明显缩量，但也属正常现象，毕竟昨天上午市场单边下跌，有 不少短期获利盘抛压，今天缩量震荡，说明抛压已经不大。 从个股表现来看，今日虽有一定修复，但中位数涨幅仅为0.71，表现较为一般。板块方面，今日盘面呈 现出快速轮动的特征。此前领涨的AA大方向，不管是软件算法，还是PCB服务器这类偏硬件的板块， 今日均处于震荡分化状态。总体而言，这些板块仍在高位震荡，大概率后续还会反弹，但短期需注意把 握节奏。今日领涨的主要是医药大方向，医药板块许久未有如此强势表 ...

智通财经7月17日电，截至发稿，三叶草生物(02197.HK)涨28.17%、复旦张江(01349.HK)涨22.86%、康 诺亚-B(02162.HK)涨11.10%、康方生物(09926.HK)涨11.03%。 港股医药股延续涨势 三叶草生物涨超28% ...

Core Viewpoints - The market is expected to experience limited short-term fluctuations, with a focus on upcoming important meetings and policy directions for investment opportunities [1][9] - The overall market sentiment remains cautious, with a slight decline in major indices and a decrease in trading volume, indicating reduced willingness for new capital inflows [1][6] Market Overview - On July 16, the major indices showed slight declines, with trading volume decreasing to just above 1.4 trillion yuan, down from over 1.7 trillion yuan on July 11, suggesting a weakening interest from new investors [1][9] - The market is currently in a phase of sector rotation, with the previously leading low-valuation dividend sectors showing signs of fatigue, which is limiting upward movement in indices [1][5] Key Focus Areas - The upcoming important meetings are anticipated to emphasize increased macroeconomic policy adjustments, with potential funding directed towards infrastructure, especially new infrastructure projects [2][9] - Monetary policy may involve a comprehensive use of tools to maintain reasonable liquidity and guide funds towards key sectors, particularly small and medium-sized enterprises [2][9] Investment Opportunities - Investors are advised to consider the following sectors for potential investment: 1. **Technology Innovation**: Focus on robotics, AI, semiconductors, and digital economy sectors, while being cautious of high valuations and speculative investments [2][10] 2. **Anti-Competition Sectors**: Including solar energy, batteries, energy storage, new energy vehicles, construction materials, coal, steel, and non-ferrous metals [2][10] 3. **Consumer Upgrade and Policy Beneficiaries**: Such as innovative pharmaceuticals, consumer healthcare, smart home devices, and cross-border e-commerce [2][10] 4. **Exceeding Mid-Year Performance Expectations**: While there have been opportunities in companies exceeding mid-year performance expectations, the momentum for such stocks may diminish as earnings forecasts become public [3][10] Sector Performance - The pharmaceutical sector has shown significant growth, particularly in innovative drugs, with expectations for continued improvement in the second half of 2025 due to favorable market conditions and demographic trends [7][8] - The robotics industry has also experienced substantial growth, with a reported increase in sales and production, supported by government policies and technological advancements [8][9]

港股生物医药股延续强势再度爆发，三叶草生物(02197.HK)涨近24%，开拓药业(09939.HK)涨超20%， 乐普生物(02157.HK)、心通医疗(02160.HK)均涨超10%，科伦博泰生物(06990.HK)涨超8.5%。 ...

7月17日周四，A股早盘震荡走高，三大股指上涨，医药板块走强，大消费板块活跃，稳定币概念一度拉升。港股早盘 拉升，恒指、恒科指双双上涨，生物科技板块爆发，科网股都上涨，新消费板块延续跌势，蜜雪集团跌超3%。商品方 面，国内商品期货分化，多晶硅涨超2%，集运指数欧线主力合约跌超4%。债市方面，国债期货涨跌不一。核心市场 走势： | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Araf's | 3506.37 | 2.59 | 0.07% | | 399001 | 深证成指 | Parant | 10782.12 | 61.31 | 0.57% | | 399006 | 创业板指 | Prant | 2243.15 | 12.95 | 0.58% | | 000300 | 沪深300 | | 4017.88 | 10.67 | 0.27% | | 000016 | 下班50 | W. | 2740.02 | -0.88 | -0.03% | | 000680 | 科创综指 | may ...

Group 1 - The A-share market in Hainan Free Trade Zone is experiencing a volatile upward trend, with significant gains in various stocks [1] - Caesar Travel Industry has reached a daily limit increase, indicating strong investor interest [1] - Jun Da Co., Ltd. has risen over 5.5%, reflecting positive market sentiment [1] Group 2 - Hainan Haiyao and Lishang Guochao have both increased by more than 3%, contributing to the overall positive performance of the sector [1] - Haikong Group and other related companies are also seeing upward movement, suggesting a broader rally in the Hainan Free Trade Zone stocks [1]