格隆汇7月21日｜A股三大指数今日集体上涨，截至收盘，沪指涨0.72%报3559点创年内收盘新高，深证 成指涨0.86%，创业板指涨0.87%。全天成交1.73万亿元，较前一交易日增量1339亿元，全市场超4000股 上涨。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3559.79 | 11007.49 | 1452.34 | | +25.31 +0.72% +93.65 +0.86% +33.73 +2.38% | | | | 科创50 | 创业板指 | 万得全A | | 1007.89 2296.88 5549.68 | | | | +0.37 +0.04% +19.73 +0.87% +50.41 +0.92% | | | | 沪深300 中证500 中证A500 | | | | 4085.61 | 6161.31 | 4808.62 | | +27.06 +0.67% +61.70 +1.01% +35.38 +0.74% | | | | 中证1000 | 中证2000 | 中证红利 | | 6612.26 | 2826.29 | 5575.87 | | ...

Industry Overview - The cement industry in China is undergoing unprecedented transformation pains, characterized by overcapacity, shrinking market demand, and intense price competition, leading to increasing "involution" phenomena [1] - Industry consolidation is expected to be the main theme in the coming years, with a slight acceleration in mergers and acquisitions since 2024, driven by policy guidance and market pressures [1] - The concentration of the industry is anticipated to increase, with leading companies expanding market share through mergers and restructuring, while smaller firms face integration or exit [1] Technological Innovation - Technological innovation is crucial for overcoming current challenges, with cement companies needing to invest in energy conservation, low-carbon production, and smart transformation [1] - The application of Carbon Capture, Utilization, and Storage (CCUS) technology will be vital for achieving carbon neutrality goals in the cement industry [1] Industry Chain Extension - Extending the industrial chain provides new growth opportunities for cement companies, allowing them to integrate operations across aggregates, concrete, and prefabricated components [1] - This strategy enhances resilience against cyclical fluctuations and improves overall profitability, as demonstrated by leading companies like China National Building Material [1] Globalization Strategy - Globalization is another avenue to alleviate domestic overcapacity, with Chinese cement companies expected to find new growth in overseas markets through technology export, capacity cooperation, and investment in foreign plants [2] - This approach not only relieves domestic pressure but also enhances the global influence of the Chinese cement industry [2] Policy Coordination - Coordinated policies are essential for the healthy development of the industry, requiring alignment between industrial, environmental, carbon, and financial policies [2] - A robust social security and employee placement mechanism is necessary during the capacity exit process to ensure a smooth industry transition [2] Future Outlook - The cement industry is experiencing a transformation that reflects a shift from extensive growth to high-quality development, with "capacity reduction" aimed at creating a healthier and more sustainable industrial ecosystem [3] - The future will likely see a "Matthew effect," where companies with scale advantages, technical strength, and management capabilities will thrive, while outdated capacities gradually exit the market [3] - The industry is expected to emerge from its "involution" dilemma, entering a new phase of healthier and sustainable development [3]

机构认为，"反内卷"成为当前热议的主题，十年前供给收缩带来超额利润的场景有望再一次重演。随着"反内卷"扩散至各行各业，"反内卷"主题 有望持续演绎，成为接下来一段时间的主线。 （ 点此查看相关概念股 ） 0 1 " 反内卷 " 急先锋！光伏行业动作频频！ 近年来，光伏行业产能过剩问题日益突出，中国光伏组件全球市场占有率远超100%，产能扩张速度远超需求增长，致使产品价格暴跌，在"反内 卷"相关政策下，行业正积极自救。 本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） "反内卷"作为 当下市场关注度最高的方向之一 ， 从 最初的汽车产业链， 到 关注度很高的光伏，以及跟随的钢铁、建材、碳酸锂、快递物流等 ， 最直观的 体现 就是大宗商品价格，多晶硅、碳酸锂、螺纹钢等产品价格都出现明显上涨。 从资本市场表现来看，A股"反内卷"主题行情爆火，钢铁、光伏、建材等板块全面爆发。Choice数据显示，6月20日至7月15日的18个交易日内， 申万一级行业指数中的钢铁、建筑材料、电力设备等行业涨幅均超过8%。 另外就在上周五盘后，工信部总工程师谢少锋在国新办新闻发布会上表示， 钢铁、有色金属、石化、建材等十大 ...

今日午后，建材、建筑、电工电网、化工原料、工业机械等板块涨幅再度扩大，建材ETF （516750）继续冲高，现价报0.712，实现10CM涨停；当前成交量、成交额分别为4亿份、2.84亿元。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 此外，同样包含建材、建筑装饰行业的一带一路ETF（515150）、央企创新ETF（159974）双双上 涨，截至发稿的最新涨幅分别为3.13%和2.96%。 业内机构指出，雅鲁藏布江下游水电项目于7月19日正式动工，总投资达1.2万亿元，预期在建设阶 段，水泥和钢铁行业将直接受益，预计项目总水泥需求量达2000万至3000万吨，年均需求100万至150万 吨，或将有效拉动建材行业的需求扩张。同时，在"反内卷"政策指引和行业自律行为的双重驱动下，建 材行业的过剩产能也将得到进一步出清，有效提升行业整体盈利能力。 标的指数中，金隅集团、 ...

Group 1: Market Performance - The Hong Kong cement and building materials sector experienced a significant surge, with Huaxin Cement reaching a peak of 20.10 HKD, marking a maximum increase of over 100% [1] - As of the report, Huaxin Cement had risen by over 70%, while China Resources Cement Technology increased by nearly 15%, and China National Building Material rose by over 8% [1] Group 2: Project Announcement - The Yarlung Tsangpo River downstream hydropower project commenced construction on July 19 in Nyingchi, Tibet, with a total investment of approximately 1.2 trillion RMB [2] - The project will consist of five tiered power stations, primarily focusing on power transmission and consumption outside Tibet, while also addressing local needs [2] Group 3: Strategic Importance - The Yarlung Tsangpo River downstream hydropower development was highlighted in the 14th Five-Year Plan and is designated as a major investment project for 2025 [3] - Tibet has significant hydropower resources, with an estimated capacity of about 200 million kilowatts, accounting for nearly 30% of the national total [3] Group 4: Industry Implications - The commencement of the project is expected to drive demand in various sectors, including civil explosives, tunneling, and geotechnical industries, with a positive outlook for related companies [4] - Key beneficiaries in the investment and construction sectors include China Power Construction and China Energy Engineering, while tunnel equipment manufacturers like China Railway Engineering and China Railway Industry are also expected to benefit [4] - In the cement sector, regional leaders such as Tibet Tianlu and Huaxin Cement are anticipated to gain from the project, along with other material suppliers [4]

雅鲁藏布江下游水电工程开工仪式于7月19日在西藏林芝举行，该项目将建设5座梯级电站，总投资约1.2万亿元。这一重大消息直接点燃了大基建板块的投 资热情。超级水电概念股全线爆发，中国电建、中国能建等十余股涨停。中国电建作为全球水利水电行业龙头企业，承担国内大中型水电站80%以上规划设 计及65%以上建设任务，在此次工程中具备全产业链整合优势。 水泥建材板块同步走强，青松建化、上峰水泥等个股涨停。西藏天路作为西藏本地基建龙头，主营水泥、矿产开发业务，电站建设期对砂石骨料、水泥的需 求提升将为其带来直接业务增长机会。钢铁板块延续强势表现，柳钢股份实现15天9板的连续涨停，八一钢铁、重庆钢铁同样封板。民爆概念股高争民爆、 壶化股份等也纷纷涨停，基建产业链各环节均受到资金追捧。 人形机器人概念再度活跃 7月21日午盘，A股市场延续上涨态势，三大指数集体收涨。上证指数报3549.89点，上涨0.44%，深证成指涨0.29%，创业板指涨0.12%。全市场共93股涨 停，连板股总数10只，封板率达85%。沪深两市半日成交额达1.09万亿元，较上个交易日放量708亿元。个股涨多跌少，超3500家个股上涨，市场呈现良好 的赚钱效 ...

市场交投活跃度有所提升，投资者对基础设施建设相关板块展现出较强的关注度。华新水泥的大幅上涨 尤其引人注目，其涨幅一度达到78.04%，成交额达到3814.34万元。 重庆钢铁股份的表现同样亮眼，盘中涨幅一度达到20.57%，成交额达到3.0亿元。该股在港股市场的强 势表现，反映了投资者对钢铁行业复苏的乐观情绪。 港股钢铁类股票集体走高，中国东方集团涨幅超过7%，鞍钢股份上涨逾5%。这一轮上涨反映出市场对 基础建设相关行业的积极预期。 建材、钢铁等传统周期性板块的强势表现，带动了港股整体走势。午间收盘时，恒生国企指数录得 0.14%的涨幅。美团作为恒生科技指数成份股中的领涨者，股价上涨2.75%。 7月21日港股午间交易时段，市场呈现稳步上扬态势。恒生指数收报涨幅0.28%，恒生科技指数同步录 得0.32%的升幅。 建材板块表现尤为突出，成为当日涨幅榜单的领军板块。华新水泥股价飙升超过70%，成为市场焦点。 该公司作为全球化建材集团，主营业务涵盖水泥、混凝土、骨料等全产业链，在全国十余个省市及海外 拥有300余家分、子公司。 钢铁板块同样表现强劲，重庆钢铁股份涨幅超过23%。该公司具备年产钢840万吨的生产能力 ...

Group 1: Industry Performance - The cement sector has seen a significant increase, with a rise of 7.53% in the index, leading to a surge in stock prices, with over ten stocks hitting the daily limit [2] - Other industries such as infrastructure (+4.63%), engineering consulting services (+4.03%), and electrical machinery (+4.08%) also experienced notable gains [2] Group 2: Key Companies in Hydropower Projects - China Power Construction and China Energy Engineering are expected to be the main bidders for the Yarlung Tsangpo River hydropower project, with China Power Construction being the largest state-owned enterprise in China's hydropower sector [4] - China Energy Engineering holds over 30% market share in hydropower construction, indicating strong competitive positioning in upcoming projects [4] Group 3: Cement Demand from Hydropower Projects - The Yarlung Tsangpo hydropower base is projected to require over 4,000 million tons of cement, significantly impacting regional demand [4] - The annual average demand increase for cement is estimated at 284 million tons, which accounts for nearly 30% of Tibet's average annual cement production over the past five years [4] Group 4: Explosives Industry Opportunities - Highzheng Explosives, a leading company in civil explosives in Tibet, is positioned to benefit from the construction of the Yarlung Tsangpo hydropower base due to its integrated services in production, sales, and blasting [5] - The company has already established a leadership group for the hydropower project, indicating proactive engagement in the sector [5] Group 5: Additional Beneficiaries - Companies such as Shanghai Port and Zhengping Co. are also expected to benefit from infrastructure developments related to the hydropower project, particularly in ground treatment and transportation [6]

各位老铁，上午盘收了，我是帮主郑重。今天上午这盘面，看着不算大涨，但底下挺热闹。沪指涨了不到半个点，深成指和创业板也微微往上翘，最关键的 是成交量，比昨天上午多了七百多亿，三千五百多家股票上涨，这氛围比上周五好多了。 上午最显眼的就是基建相关的板块，水泥、钢铁、水电这些，一堆股票涨停。西藏天路、中国电建这些，直接封板，估计是周末各地都在提下半年的重点项 目开工，资金闻着味儿就过来了。你想啊，雅下水电这种大项目一动，上下游的水泥、钢材需求肯定跟着起来，这些公司的业绩实实在在能受益，不像有些 题材光是炒概念。 不过也不是全涨，前几天风光的光刻机、跨境支付这些，上午有点歇脚，四方精创这些跌得还不少。银行股也没怎么发力，齐鲁银行、厦门银行都往下走了 点，估计是早上LPR没降，资金暂时没找到炒它的由头。 但你仔细品，上午涨的这些板块，有个共同点——都是看得见摸得着的实体经济。水泥钢铁这些，业绩跟项目开工直接挂钩，中报出来估计不会太差，资金 炒它们心里踏实。不像有些高位题材，炒的时候热闹，跌起来也不含糊。 对于咱们中长线投资者来说，这种板块启动不是瞎炒。你看政策面，下半年稳增长肯定要靠基建发力，尤其是新老基建结合的地方。 ...

(一)淄博菜篮子价格指数 综合来看，目前淄博市蔬果整体供应足量，虽然市场消费品种价格时有波动，但多在正常范围内。近期 产区高温、多雨，但并未影响市场供货量，建议百姓按需采购，可适当多采，合理搭配饮食。 本周指数运行趋势 本周指数解读 从目前淄博市监测的八大类农产品来看，批发及零售价格指数均出现下跌。指数波动较多的品类为蔬菜 类品种。 土豆：本周淄博土豆批发均价为0.95元/斤，环比上周批发价持平；土豆零售均价1.62元/斤，环比上周 同期价格下跌0.11元/斤，跌幅6.36%。本周产区土豆新季供多需少状态持续，叠加高温高湿天气影响货 源腐烂变质现象增加，周内产区价格低迷下行，批发环节价格平稳有落，零售环节价格跟跌产区更为明 显。短期来看，土豆市场供大于求现象仍将持续，近期新薯价格仍恐易跌难涨。后期建议：土豆营养丰 富，素有"地下苹果"、"第二面包"之称，并且价位亲民，建议百姓可多吃常食。 芹菜：本周淄博芹菜批发均价0.9元/斤，环比上周同期价格下跌0.1元/斤，跌幅10%；芹菜零售均价1.45 元/斤，环比上周同期价格持平。下跌主要原因：供应端货源相对充裕，整体商家出货积极性尚可。采 购商维持刚需拿货，价格小 ...