| 东材科技3天2板 (PCB) | | --- | | 逸豪新材4天2板（PCB） | 今日共67股涨停，连板股总数17只，其中三连板及以上个股6只，上一交易日共12只连板股，连板股晋级率50%（不含ST股、退市股）。个股方面，全市场 超4200只个股上涨，短线情绪改善，亚玛顿上演"地天板"收获5天4板，柳钢股份反包涨停走出6天5板。此外，若非金一文化尾盘炸板，昨日所有3连板个股 将全部晋级。板块方面，以PCB为代表的算力硬件股全天领涨，金安国纪4连板，宏和科技6天4板，权重胜宏科技大涨近9%，沪电股份涨超7%创历史新 高，业绩超预期的工业富联涨停；光伏板块再度爆发，华光环能4连板，亚玛顿5天4板，亿晶光电5天3板，权重通威股份涨停。 | 连板数 晋级率 | | 2025-7-8 | | --- | --- | --- | | 4/5=80% 3 #4 | 华银电力(电力+业绩) | | | | 华光环能（电力+光伏） | | | 2进3 2/7=28% | 新中港 (电力) | | | 1讲2 11/55=20% | 四方新材(基建) | | | | 沃顿科技(半导体) | | | | 联环药业(创新药) ...

作 者丨李域 尹华禄 编 辑丨巫燕玲 江佩佩 今日A股三大指数集体发力，截至收盘，沪指逼近3500点关口，创指涨超2%。全市场上涨个 股近4300只，两市成交金额超1.4万亿元。 板块方面，光伏板块爆发，首航新能20cm涨停，亿晶光电、亚玛顿、欧晶科技等盘中涨停。 PCB概念持续强势，国际复材、逸豪新材等多股涨停；消费电子板块走强，奕东电子、得润 电子等涨停；大金融板块集体调整，银行股跌幅居前，浦发银行领跌。 电力股陷入回调，迪森股份、金房能源跌幅居前；中船系板块弱势震荡，中船应急领跌。 截至收盘，沪指报3 4 9 7 . 4 8点，涨0 . 7 %；深成指报1 0 5 8 8 . 3 9点，涨1 . 4 6 %；创指报2 1 8 1 . 0 8点，涨 2 . 3 9 %。 | W | | | 三时中国A50期货 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | CN.SG | | | | | | 13683 | | 昨年 | | 13625 | 11 22 | | 13623 | | +58 | +0.43% | 总手 | ...

Market Overview - The market experienced a strong upward trend throughout the day, with the ChiNext Index leading the gains and the Shanghai Composite Index approaching 3500 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.45 trillion, an increase of 245.3 billion compared to the previous trading day [1] Sector Performance - The market saw a diverse range of hot sectors, with over 4200 stocks rising overall [1] - Notable sectors that performed well included computing hardware, photovoltaic concepts, and gaming, while insurance, banking, and electricity sectors faced declines [2] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.7%, the Shenzhen Component Index increased by 1.46%, and the ChiNext Index surged by 2.39% [3]

Core Viewpoint - The A-share market shows a positive trend with significant gains in various sectors, particularly in PCB and photovoltaic concepts, indicating a potential shift in investor sentiment and market dynamics [1][2][5]. Group 1: Market Performance - The Shanghai Composite Index rose by 20.03 points, an increase of 0.58%, while the Shenzhen Component Index increased by 132.74 points, or 1.27%, and the ChiNext Index gained 48.03 points, reflecting a rise of 2.26% [1]. - Over 3,900 stocks in the A-share market experienced gains, highlighting broad market strength [2]. Group 2: Sector Highlights - PCB concept stocks surged, with companies like Yihau New Materials and Yidong Electronics hitting the daily limit [2]. - The photovoltaic sector also performed well, with Yamaton reaching the daily limit and achieving four gains in five days [2]. - Other notable sectors included innovative drugs, copper cable high-speed connections, and rare earth permanent magnets, which also saw significant increases [2]. Group 3: Consumer Electronics - The consumer electronics sector was active, with Industrial Fulian hitting the daily limit [3]. - The Consumer Electronics Industry Index rose by 1.81%, with key players like Industrial Fulian, Jingwang Electronics, and Lexin Technology showing substantial gains [4]. Group 4: Trading Volume and Key Events - The total trading volume in the Shanghai and Shenzhen markets reached 873 billion yuan, an increase of 101.2 billion yuan compared to the previous trading day [5]. - A significant meeting was held by the Ministry of Industry and Information Technology focusing on accelerating the high-quality development of the photovoltaic industry, which is seen as a critical turning point for the sector [5].

在获得高层关注前，光伏行业已经逐渐凝聚起"反内卷"共识，包括硅料、光伏玻璃等多个环节都在探索 市场化产能出清的路径，业内也亟盼标志性案例出现，引领行业破局"内卷"竞争。 除市场化手段以外，多位受访人士认为，现阶段，政策手段应发挥关键作用。不过，也有企业负责人反 馈，当前产能出清进程仍较为复杂，特别是企业在选择关停产能时涉及不同地方之间的利益平衡，往往 难以抉择。业内也建议，要避免不合理的地方保护行为，防止"边清边增"。 （责任编辑：宋政 HN002） 格隆汇7月8日｜A股市场光伏股集体走强，其中，大全能源涨超15%，亿晶光电、拓日新能、亚玛顿、 通威股份10CM涨停，阳光电源涨近10%，钧达股份涨8%，三超新材、天合光能涨超7%，东方日升、 爱旭股份涨超6%，福莱特、弘元绿能、德业股份、品科能源涨超5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688303 | 大全能源 * | | 15.43 | 587亿 | 13.42 | | 600537 | 区間米甲 t | | 10.06 | 42. ...

摘要 3、 "反内卷"行情持续，周期板块逆势上涨，从历史行情看未来主线，如何做好资产配置？ 真话白话说财经，理财不说违心话 --这是第1381 篇白话财经- - 今天，A股三大指数震荡分化，沪指收红，创业板指跌超1%。不过个股涨多跌少，有超3200只个股上涨。 (图片来源：东方财富APP，统计截至2025/7/7，不作投资推荐） 两市成交额出现缩量，为1.21万亿元，盘面上，电力、地产、传媒等板块逆势上涨，创新药、贵金属等板块跌幅居前。 1、今天，A股三大指数出现震荡，沪指收红，创业板指跌超1%，个股涨多跌少，发生了什么？ 2、 强化高频交易监管，三大交易所新规正式实施，影响几何？A股冲击3500点能否成功？ 7月7日起，沪深北三大交易所《程序化交易管理实施细则》正式开始实施，将加强程序化交易监测监控，强化高频交易监管。 短期来看， 新规限制高频交易，使得 中小盘股活跃度下降，间接影响创业板流动性。 但长期来看，前海开源基金首席经家杨德龙表示，新规的发布有利于减少程序化交易对市场波动的影响、提振投资者信心，推动资本市场长期健康发 展。 2、板块分化，电力受利好政策上涨，科技承压。 今天，创新药 、消费电子等科 ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday regarding significant stock market events, including suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and preventing black swan events [1] - The company is currently laying out products related to solid-state batteries, indicating a strategic focus on this emerging technology [1] - The company provides information services such as CIPS and digital currency bridges to numerous banks, showcasing its involvement in digital currency, military applications, cross-border payments, cloud computing, blockchain, and low-altitude economy [1] - The company plans to restructure and acquire a computing power enterprise, indicating its expansion into cross-border e-commerce, computing power, and AI glasses [1]

Market Overview - The three major A-share indices collectively adjusted today, with the Shanghai Composite Index down 0.07%, the Shenzhen Component Index down 0.47%, and the ChiNext Index down 0.84% [1] - The total market turnover was 1,091.6 billion, a decrease of 189.2 billion compared to the previous day [1] - Over 3,600 stocks in the market closed in the red [1] Sector Performance - The liquor, photovoltaic equipment, and solid-state battery sectors saw the largest gains [1] - The brain-computer interface and short drama gaming sectors experienced the most significant declines [1] Notable Stocks - The port and shipping sector rebounded, with Ningbo Marine (600798) and Xingtong Co. (603209) hitting the daily limit [1] - The solid-state battery sector was active, with Haike Energy, Nord Co. (600110), and Xiangtan Electric (002125) also hitting the daily limit [1] - Photovoltaic concept stocks performed well, with Saiwu Technology (603212) and GCL-Poly Energy (002506) reaching the daily limit [1] - Liquor stocks rebounded, with Huangtai Liquor (000995) hitting the daily limit, and Yingjia Gongjiu (603198) and Jinzhongzi Liquor (600199) rising over 5% [1] - Stablecoin concept stocks were partially active, with Chutianlong (003040) experiencing a significant rise and Annie Co. (002235) hitting the daily limit [1] - The brain-computer interface sector saw declines, with Aipeng Medical (300753) dropping over 10% [1] - The short drama gaming concept stocks collectively adjusted, with Yuanlong Yatu (002878), Chuanwang Media (300987), Zhongwen Online (300364), and Huanrui Century (000892) all falling over 5% [1]

Core Viewpoint - The photovoltaic industry in China has evolved from a subsidy-dependent technology to a mainstream energy solution, with companies like Skyworth Group leading the charge in distributed solar energy applications [1][3]. Industry Development - The Chinese photovoltaic industry has seen significant growth, with distributed solar installations accounting for over 65% of new capacity since the subsidy reduction in 2021 [3]. - The cost of solar components has decreased from 4 yuan/W to 1.5 yuan/W, and there are now over 700,000 household solar power stations across the country [3]. Company Strategy - Skyworth Group aims to establish its new energy business as a "second growth curve," leveraging its extensive dealer network from its home appliance business [3]. - Revenue from Skyworth's new energy business is projected to grow from 4.113 billion yuan in 2021 to 20.334 billion yuan in 2024 [3]. Business Ecosystem - Skyworth Group integrates its home appliance, photovoltaic, and automotive electronics businesses to create a cohesive ecosystem focused on new energy and smart technology [3][4]. - The company promotes smart energy solutions for households, enabling self-sufficiency in energy and efficient power management [3]. Innovation and Collaboration - To enhance its photovoltaic business, Skyworth has established cross-departmental coordination and increased R&D investments, including the development of universal energy management chips [4]. - The company has created a unified data platform to support innovative services in the new energy sector [4]. Market Expansion - Skyworth's photovoltaic division has capitalized on the rapid growth of distributed solar energy, particularly following the government's pilot programs in 676 counties [5]. - The "Universal Photovoltaics" concept aims to make solar energy accessible, allowing homeowners to install systems with zero upfront costs through financing agreements [5]. Future Plans - Over the next five years, Skyworth plans to implement three major transformations: technological advancements, scenario transitions, and ecological shifts, aiming for a tax contribution of 20 billion yuan [7]. - The company is also focusing on international expansion, transitioning from product export to a dual strategy of "technology export + localized ecology" [7][8]. Global Strategy - Skyworth's overseas brand, Solavita, is leveraging the group's manufacturing strengths to establish a global sales network for photovoltaic products [8]. - The company is actively developing construction contracting services in key international markets, including Germany, Italy, and Thailand, to drive its global growth [8].

Group 1 - The "100-day sprint" action for the employment of 2025 college graduates is currently being implemented nationwide, with the Ministry of Education coordinating a new round of school-enterprise supply-demand matching employment education projects, involving 1,771 colleges and 13,000 cooperative projects [1] - Since 2021, the Ministry of Education has initiated the school-enterprise supply-demand matching employment education project, facilitating collaboration between colleges and employers to enhance the training and recruitment of innovative, composite, and application-oriented talents, with over 2,000 colleges and 2,300 employers participating in the first three phases, resulting in 45,000 projects [2] - In March of this year, the Ministry of Education began soliciting projects in the "artificial intelligence application" field to help colleges improve students' job awareness, practical experience, and employment capabilities, with 347 companies providing 11,000 cooperative projects [4] Group 2 - The implementation of the supply-demand matching employment education project focuses on "discipline optimization + targeted talent cultivation," creating an "order-based" school-enterprise collaborative training mechanism to achieve precise matching of talent supply and demand [5] - The "Elite Class" program co-established by Xi'an Jiaotong University and ZTE Corporation has successfully trained nearly 500 graduates over five years, addressing the mismatch between graduates' skills and employer requirements through a comprehensive "training-internship-employment" model [7] - Xi'an Jiaotong University has partnered with major companies like Huawei and Baidu to establish 26 "Elite Classes" in fields such as big data and artificial intelligence, training over 1,600 students with the help of industry experts [7] Group 3 - In Sichuan, a key province for the photovoltaic industry, colleges and enterprises are collaborating to create integrated training scenarios that accelerate the transformation of research results into productive forces, focusing on cultivating urgently needed technical innovation talents [10] - The "order class" model at Southwest Petroleum University allows students to engage in early internships and learn cutting-edge photovoltaic technology, with over 50% of the professional courses developed in deep collaboration with enterprises [12] - The "order class" has trained over 600 students in the past three years, with 12 out of 47 technical improvement projects completed by students being applied in production lines, demonstrating effective conversion of educational outcomes into industrial applications [14]