银行股午后跳水。 A股今日（7月11日）一度冲高，三大股指盘中均涨超1%，沪指续创年内新高，但午后受银行股拖累，三大股指快速回落；港股两大股指盘中均涨约2%，午 后涨幅亦有所收窄。 具体来看，沪指盘中在券商、保险等板块的带动下强势上扬，一度涨超1%，午后逐渐回落；科创50指数盘中涨超2%。截至收盘，沪指微涨0.01%报3510.18 点，深证成指涨0.61%报10696.1点，创业板指涨0.8%报2207.1点，科创50指数涨1.48%，沪深北三市合计成交17369亿元，较此前一日增加逾2200亿元。 场内超2900股飘红，券商板块领涨，中银证券斩获两连板，哈投股份、中原证券涨停；稀土板块爆发，奔朗新材30%涨停创历史新高，包钢股份、北方稀 土、中国稀土等均涨停；创新药概念拉升，凯莱英、药明康德涨停，常山药业涨超15%；数字货币概念再度活跃，古鳌科技、金证股份、吉大正元等涨停。 值得注意的是，近期强势的银行股午后突然跳水，浦发银行、江苏银行、中国银行等均跌超2%。 港股方面，南华金融涨超100%，凯莱英涨约13%，康龙化成、药明康德涨约10%；耀才证券跌近7%。 稀土板块爆发 稀土板块盘中大幅飙升，截至收盘， ...

Group 1 - The market has not shown any signals indicating the end of the upward trend, and the recent fluctuations are seen as a consolidation behavior, suggesting that the market can continue to rise next week [1][2] - Despite the pullback in the major indices, there has been no significant outflow of capital from the market, indicating that buying pressure remains strong [1] - The market is still above the 5-day moving average and key breakout levels, which supports the continuation of the upward trend [1] Group 2 - The recent pullback is primarily observed in the banking sector, which has experienced significant gains recently, while other sectors such as metals, brokerage, rare earths, and pharmaceuticals continue to show upward momentum [2] - The presence of strong buying interest in various sectors suggests that the overall market trend is not ending, but rather experiencing a temporary correction [2] - The current market behavior is characterized as a short-term consolidation, with expectations for further upward movement in the coming week [2]

融资融券数据显示，该股最新（7月10日）两融余额为15.81亿元，其中，融资余额为15.63亿元，融券余 额为1775.22万元。近5日融资余额合计增加3796.87万元，增幅为2.49%，融券余额合计增加104.17万 元，增幅6.23%。（数据宝） 中国稀土今日涨停，全天换手率13.60%，成交额56.98亿元，振幅8.41%。龙虎榜数据显示，机构净卖出 4523.79万元，深股通净买入2.14亿元，营业部席位合计净卖出1342.43万元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.53%上榜，机构专用席位净卖出4523.79万元，深股 通净买入2.14亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交10.82亿元，其中，买入成交额为6.18亿 元，卖出成交额为4.63亿元，合计净买入1.55亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买四、卖三，合计买入金额6520.75万 元，卖出金额1.10亿元，合计净卖出4523.79万元，深股通为第一大买入营业部及第二大卖出营业部，买 入金额为3.19亿元，卖出金额为1.06亿元，合计净买入2.14亿元。 资金流向方面 ...

Market Overview - The market experienced a high and then a pullback, with the three major indices showing slight increases. The trading volume reached 1.74 trillion, an increase of over 220 billion compared to the previous day [1] - The rare earth magnetic materials sector saw significant gains, with multiple stocks hitting the daily limit, including Northern Rare Earth and Baogang Co. [1][4] - Broker stocks collectively strengthened, with Zhongyin Securities and Zhongyuan Securities also hitting the limit [1] - Stablecoin concepts remained active, with stocks like Guoao Technology and Jinzhen Co. reaching the daily limit [1] - CRO concept stocks performed well, with WuXi AppTec hitting the limit [1] Key Highlights Rare Earth Magnetic Materials - The rare earth magnetic materials sector surged, with stocks like Jingyuntong and Northern Rare Earth achieving consecutive limit-ups. Baogang Co. and Huayang New Materials also saw limit-ups [4] - On July 10, Northern Rare Earth and Baogang Co. announced an adjustment in the third-quarter rare earth concentrate related transaction price to 19,109 yuan/ton, a 1.5% increase from the second quarter's 18,825 yuan/ton [4] - Northern Rare Earth released a performance forecast, expecting a net profit attributable to shareholders of 900 million to 960 million yuan for the first half of 2025, representing a year-on-year increase of 1,882.54% to 2,014.71% [4] RWA (Real World Assets) - The RWA concept was active again, with Huamei Holdings achieving four consecutive limit-ups and Greenland Holdings hitting two consecutive limit-ups [6] - The Shanghai State-owned Assets Supervision and Administration Commission held a study session on the development trends and response strategies for cryptocurrencies and stablecoins [6][8] - RWA on-chain asset scale grew from less than 200 million USD in 2020 to over 23 billion USD, with predictions that it will exceed 2 trillion USD by 2030 [8] Financial Sector - The financial sector showed strong performance, with Nanhua Futures achieving three consecutive limit-ups and Zhongyin Securities hitting two consecutive limit-ups [9] - Recent trading volumes in A-shares have consistently surpassed 1 trillion [9] - The sustainability of the brokerage sector's performance depends on the pace of policy benefits and market activity levels [10][11] Other Active Sectors - Other active sectors included innovative drugs, real estate, and robotics, while new urbanization and electricity sectors faced declines [12]

Market Performance - The A-share market has been performing strongly, with the Shanghai Composite Index reaching a high of 3555.22 points before closing at 3510.18 points, resulting in a weekly gain of 1.09% [1] - Over 1000 ETF products have seen cumulative increases, with the median weekly gain for over 1200 products at approximately 1.28%, a significant improvement from the previous week [1] Top Performing ETFs - The Hong Kong Securities ETF (513090) led the weekly gainers with an increase of 12.85%, marking a historical high for the product [2][3] - Several rare earth ETFs also saw substantial weekly gains exceeding 10%, driven by strong performance from major holdings like Northern Rare Earth [5] - Real estate and photovoltaic-related ETFs recorded weekly gains of around 6%, indicating a shift in market focus towards these sectors [5] Sector Trends - The market has shifted focus to sectors such as brokerage, rare earth, and real estate, which have emerged as new hotspots following the index surpassing 3500 points [4] - Financial technology ETFs also performed well, with multiple products achieving gains over 6% and reaching new highs since last year's market rally [3] Underperforming ETFs - The gold stock ETFs experienced declines, with the worst performers showing drops exceeding 2%, despite stable international gold prices [6][8] - Japanese stock index ETFs also faced slight declines, with the Nikkei 225 ETF from E Fund dropping over 2% [8]

Group 1 - A-shares experienced volatility around the 3500-point mark, with significant selling pressure from trapped investors, making it difficult to break through this level [1] - The banking sector's rise is seen as a reflection of reduced market risk appetite, indicating a tug-of-war between bulls and bears [1] - The external environment remains challenging due to tariff issues, yet the pharmaceutical sector showed strong performance, with innovative drugs in both Hong Kong and A-shares rebounding [1] Group 2 - June CPI increased by 0.1% year-on-year, while PPI decreased by 3.6% year-on-year, indicating mixed economic signals [1] - Companies such as Muyuan Foods and Northern Rare Earth have released earnings forecasts, showing a mix of positive and negative outlooks [1] - Foster's performance is expected to decline due to intense competition in the photovoltaic sector, while Ganli Pharmaceutical and Hongta Securities anticipate earnings growth [1]

2025.07. 11 作者 | 一财资讯 7月11日，A股三大指数早盘集体上涨，午后震荡回落，截至收盘，上证指数涨0.01%，深证成指涨 0.61%，创业板指涨0.8%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 2 | 3510.18c | 0.50 | 0.01% | | 399001 | 深证成指 | 1 | 10696.10c | 64.97 | 0.61% | | 399006 | 创业板指 | | 2207.10c | 17.52 | 0.80% | 沪深两市全天成交额1.71万亿，较上个交易日放量2180亿，成交额创3月15日以来新高。全市场超 2900只个股上涨。 德讯证顾： 本周沪指带量站上3500点，主要做多动能来自银行等金融板块，市场情绪回暖虽充足， 但赚钱效应并不高。上证指数3500点上方依然面临多重技术性压力位，短期上行空间有限，突破压 力位仍需量能的持续放大。 国金证券： 目前市场处于震荡上升行情，今天指数普涨且沪指突破关键点位，说明上升趋势得 ...

Group 1 - The rare earth permanent magnet sector showed significant activity, with the sector index rising by 5.64% and several stocks, including Northern Rare Earth (600111) and China Rare Earth (000831), hitting the daily limit [1] - Northern Rare Earth announced a projected net profit increase of 1882.54% to 2014.71 million by the first half of 2025, driven by market stabilization, increased production and sales, and cost reduction efforts [1] - The global market size for rare earth permanent magnets is expected to reach approximately $17 billion in 2024 and $27 billion in 2025, indicating substantial growth potential for the industry [1] Group 2 - Northern Rare Earth is the largest supplier of light rare earth products in China and globally, focusing on rare earth raw materials, functional materials, and some end-use products [2] - China Rare Earth primarily engages in the production and operation of rare earth oxides and offers technology research and consulting services [3] - Shenghe Resources has a diverse range of rare earth products, including both light and heavy rare earths [4] - Jiuwu Hi-Tech specializes in the development of membrane separation technology for ion-type rare earth mining and the research of rare earth leachate pretreatment processes [4] - Baotou Steel's main products include rare earth concentrates and fluorite [5] - Jinchuan Magnetics is a leading supplier of high-performance rare earth permanent magnet materials in the new energy and energy-saving sectors [6] - Guangsheng Nonferrous Metals focuses on rare earth mining, smelting separation, deep processing, and non-ferrous metal trading [7] - China Nonferrous Metal Industry's Technology is a leader in lead-zinc smelting and rare earth separation technologies in China [8]

【资金流向】 沪深两市全天成交额1.71万亿，较上个交易日放量2180亿，成交额创3月15日以来新高。全市场超2900只个股上涨。 7月11日，A股三大指数早盘集体上涨，午后震荡回落，截至收盘，上证指数涨0.01%，深证成指涨0.61%，创业板指涨 0.8%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Carrely of Children | 3510.18c | 0.50 | 0.01% | | 399001 | 深证成指 | Nº 10696.100 | | 64.97 | 0.61% | | 399006 | 创业板指 | s | 2207.10c | 17.52 | 0.80% | 沪深两市全天成交额1.71万亿，较上个交易日放量2180亿，成交额创3月15日以来新高。全市场超2900只个股上涨。 盘面上，稀土永磁概念掀涨停潮，银行股冲高回落，券商、钢铁、医药板块涨幅靠前，算力、光伏产业链概念回调。 具体来看，稀土磁材板块大涨，北方稀土、包钢股份、中色股份等10余 ...

Market Overview - The three major A-share indices continued to rise, with the Shanghai Composite Index up 0.01% to 3510 points, the Shenzhen Component Index up 0.61%, and the ChiNext Index up 0.8% [1] - Total trading volume reached 1.74 trillion yuan, an increase of 221.5 billion yuan compared to the previous trading day, with over 2900 stocks rising across the market [1] Sector Performance - The rare earth sector saw significant gains, with major companies announcing price increases for rare earth concentrates, leading to a surge in related stocks such as China Rare Earth and San Chuan Wisdom [2][4] - The shipbuilding sector also performed well, with Guorui Technology hitting a 20% limit up [2] - The brokerage sector showed strength, with stocks like Bank of China Securities and Harbin Investment Securities reaching their daily limit [2][6] - Other sectors with notable gains included the import expo, virtual robots, CRO, and digital currency [2] Notable Stocks - Rare earth permanent magnet stocks experienced a strong rally, with Benlang New Materials hitting the daily limit with a 29.95% increase, and other stocks like San Chuan Wisdom and Jiu Wu Gao Ke also reaching their limits [4][5] - In the brokerage sector, Bank of China Securities rose by 10.04%, while Harbin Investment Securities and Zhongyuan Securities also saw significant increases [6][7] - The real estate sector was active, with stocks like Shibei High-tech and Tianbao Infrastructure hitting their limits, indicating a recovery in the real estate market [8] Biopharmaceutical Sector - The biopharmaceutical sector, including innovative drugs and CRO, showed strong performance with stocks like Kailai Ying and WuXi AppTec hitting their limits [9][10] - WuXi AppTec reported a pre-profit of 8.561 billion yuan for the first half of the year, a year-on-year increase of 101.92%, indicating strong growth despite global trade challenges [10][11] Banking Sector - The banking sector faced a decline in the afternoon, with over 20 banks, including Zhejiang Merchants Bank and Shanghai Pudong Development Bank, dropping more than 2% [12][13] Future Outlook - The current average P/E ratio of the Shanghai Composite and ChiNext indices is at a median level over the past three years, suggesting a suitable environment for medium to long-term investments [14] - The Federal Reserve's interest rate decisions may impact global risk appetite, and there is a focus on sectors such as finance, non-ferrous metals, real estate, and photovoltaic equipment for potential investment opportunities [14]