今日各行业表现（截至上午收盘） （文章来源：证券时报网） | 传媒 | | | | 冰川网络 | | | --- | --- | --- | --- | --- | --- | | 计算机 | -0.45 | 863.50 | -8.84 | 合合信息 | -5.52 | | 非银金融 | -0.49 | 425.28 | -17.82 | 华林证券 | -4.22 | | 银行 | -1.28 | 243.57 | 37.11 | 厦门银行 | -3.93 | 证券时报·数据宝统计，截至上午收盘，今日沪指涨0.25%，A股成交量899.49亿股，成交金额11589.25 亿元，比上一个交易日增加5.34%。个股方面，2477只个股上涨，其中涨停84只，2715只个股下跌，其 中跌停5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2.96%、2.55%、 2.00%；银行、非银金融、计算机等跌幅最大，跌幅分别为1.28%、0.49%、0.45%。（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。 | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） ...

Core Viewpoint - The article highlights the significant surge in the Yarlung Tsangpo River hydropower concept stocks, with over 20 stocks hitting the daily limit up, indicating strong market interest and potential investment opportunities in this sector [2][4][6]. Market Overview - The Hong Kong stock market experienced narrow fluctuations, with the Hang Seng Index hovering around the 25,000-point mark [1][14]. - The A-share market also showed overall stability, with major indices exhibiting minor volatility but performing relatively well [3]. Sector Performance - In terms of industry sectors, construction materials, construction decoration, and steel sectors led the gains, while banking, non-bank financials, computing, and media sectors saw declines [4]. - The Yarlung Tsangpo River hydropower concept stocks demonstrated strong performance, with multiple stocks reaching significant daily gains, including Wuxin Tunnel Equipment and Jikang Technology, both hitting a 30% limit up [4][5]. Notable Stocks - Specific stocks within the Yarlung Tsangpo River hydropower concept saw remarkable increases, such as: - Wuxin Tunnel Equipment: +29.99% with a market cap of 7.405 billion [5] - Jikang Technology: +29.99% with a market cap of 5.899 billion [5] - China Energy Engineering: +10.20% with a market cap of 117.152 billion [6] - China Longgong experienced a significant surge, with its stock price increasing by over 40% following a positive profit forecast, projecting a net profit increase of 29% to 45% for the first half of 2025 [13][17]. Investment Insights - Huatai Securities anticipates that the Yarlung Tsangpo River hydropower project, which commenced on July 19, will lead to substantial investments in turbine and generator businesses, estimated between 53.5 billion to 95.4 billion [6][7]. - The project is expected to boost demand for construction materials and related industries, benefiting leading companies in the sector due to the high technical standards and material requirements [7].

Core Insights - The article discusses the development and production of energy-saving building materials in China, highlighting their importance in reducing energy consumption and carbon emissions in the construction industry [1][3]. Group 1: Overview of Energy-Saving Building Materials - Energy-saving building materials are designed to improve insulation, heat resistance, and shading, thereby reducing energy consumption in buildings [1]. - Key applications include insulation and heat-resistant materials used primarily in wall construction, as well as shading materials for building exteriors [1][2]. Group 2: Production Statistics - The production of thermal insulation materials in China began to increase significantly from 2016, with a notable rise in 2017 due to government policies [3]. - In 2021, the production of thermal insulation materials reached approximately 8.5 million tons, representing a year-on-year growth of 10.4% [3]. - The production continued to rise to 8.65 million tons in 2022, but is expected to decline in 2023 before recovering to 2022 levels in 2024 [3]. Group 3: Classification of Insulation Materials - Building insulation materials in China are classified into four fire resistance levels: A (non-combustible), B1 (flame-retardant), B2 (combustible), and B3 (easily combustible) [4]. - A-level materials are primarily inorganic, including rock wool and glass wool, while B-level materials are organic [4][6]. Group 4: Low-E Glass Development - Low-E glass, or low-emissivity glass, features a multi-layer metal or compound coating that enhances thermal insulation and light transmission compared to traditional glass [8]. Group 5: Shading Materials Development - Building shading involves installing facilities that block or regulate sunlight entering buildings, crucial for managing indoor temperatures and energy loads [10]. - Shading facilities can be categorized into external, internal, and middle shading, each with distinct advantages and disadvantages [10].

金融研究 2025年7月22日 星期二 金融期货早班车 招商期货有限公司 市场表现：7 月 21 日，A 股四大股指全线强势，其中上证指数上涨 0.72%，报收 3559.79 点；深成 指上涨 0.86%，报收 11007.49 点；创业板指上涨 0.87%，报收 2296.88 点；科创 50 指数上涨 0.04%， 报收 1007.89 点。市场成交 17,271 亿元，较前日增加 1,338 亿元。行业板块方面，建筑材料(+6.06%)， 建筑装饰(+3.79%)，钢铁(+3.44%)涨幅居前；银行(-0.77%)，综合(-0.34%)，计算机(-0.31%)跌幅居 前。从市场强弱看，IC>IM>IF>IH，个股涨/平/跌数分别为 4,002/121/1,291。沪深两市，机构、主力、 大户、散户全天资金分别净流入-9、-127、-46、182 亿元，分别变动+126、-6、-82、-38 亿元。 股指期货 基差：IM、IC、IF、IH 次月合约基差分别为 149.06、105.71、20.81 与 1.04 点，基差年化收益率分 别为-12.52%、-9.53%、-2.83%与-0.21%，三年期历 ...

Core Viewpoint - The new materials industry is experiencing strong price performance in sectors such as polysilicon, biodiesel, and refrigerants, driven by demand from emerging technology industries [1] Group 1: Price Performance - Polysilicon benchmark spot price reached 43,585 yuan/ton, with a weekly increase of 6.21% [1] - Refrigerant R32 price is at 54,000 yuan/ton, with a weekly increase of 0.93% [1] - Biodiesel price rebounded to 8,183 yuan/ton, with a weekly increase of 1.02% [1] Group 2: Demand Growth - High-performance fibers and lightweight materials are benefiting from the development of robotics and low-altitude economy, with significant demand growth for carbon fiber, UHMWPE, and PEEK materials [1] - UHMWPE is widely used in aerospace applications, while PEEK is preferred for humanoid robot weight reduction due to its mechanical strength and high-temperature resistance [1] Group 3: Market Trends - The trend of domestic production of electronic chemicals is accelerating, leading to continuous expansion of the materials market [1] - In photovoltaic materials, EVA prices have stabilized, and the domestic production process of POE is advancing [1] Group 4: Investment Opportunities - The New Materials 60 ETF (159761) tracks the New Materials Index (H30597), which selects listed companies involved in advanced steel materials, new inorganic non-metallic materials, high-performance fibers, and composite materials [1] - The index focuses on high-tech and industrial upgrading directions, showcasing strong innovation and growth potential [1]

证券时报·数据宝统计，截至上午10:28，今日沪指跌0.32%，A股成交量657.44亿股，成交金额8512.92亿 元，比上一个交易日增加1.41%。个股方面，1488只个股上涨，其中涨停71只，3779只个股下跌，其中 跌停6只。从申万行业来看，建筑材料、美容护理、建筑装饰等涨幅最大，涨幅分别为2.00%、0.85%、 0.64%；银行、非银金融、计算机等跌幅最大，跌幅分别为1.38%、1.20%、1.05%。（数据宝） 今日各行业表现（截至上午10:28） | 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 | 2.00 | 197.98 | 38.58 | 韩建河山 | 10.08 | | 美容护理 | 0.85 | 39.64 | 49.51 | 依依股份 | 9.99 | | 建筑装饰 | 0.64 | 222.97 | 1.86 | 筑博设计 | 20.02 | | 钢铁 | 0.54 | 80.79 | -31.41 | 西宁特钢 | 10.04 ...

Core Insights - Tianfu New Area is a significant node in the "Belt and Road" initiative and the Yangtze River Economic Belt, aiming to become a new growth pole and an inland open economic highland [1][2] Economic Development - By 2024, the GDP of Tianfu New Area is projected to exceed 500 billion yuan, with a year-on-year growth of 6.6%, while the direct management area is expected to surpass 80 billion yuan, growing by 6.5% [2] - The number of high-tech enterprises in Tianfu New Area has exceeded 1,400, with an average annual revenue growth rate of over 50% for high-tech industries and over 30% for research and technology services in the past five years [6] Innovation and Technology - The Chengdu Sci-Tech Eco-Island, covering approximately 1,006 acres, is a major platform for promoting regional innovation and improving technology services [4] - Companies like Chengdu Zhongke Mig Testing Technology Co., Ltd. and Shengde Gao (Chengdu) Technology Co., Ltd. have established operations in the Eco-Island, focusing on market-driven research instrument sharing and innovative materials [5] Quality of Life - The population of Tianfu New Area reached 943,300 by the end of 2023, an increase of 30,700 from the previous year, ranking first in population growth among all districts [7] - Since its establishment, Tianfu New Area has built 391 public service facilities, 6 hospitals, and over 100 schools, adding 106,000 new school places [8] Upcoming Events - The 12th World Games will open in less than 20 days at the Qinhuang Lake in Tianfu New Area, showcasing the vitality and charm of the park city to the world [9]

在杭州城东智造大走廊的核心区域，杭州生物科技谷红枫北区、红枫南区及潮阳产业园三大园区同 步开园，标志着红山农场强势回归聚光灯下，成为临空经济版图上一颗耀眼明珠。 赓续"红山精神"，如今的红山再次展现"红力"：红山农场小微企业产业园仅10个月完成建成验收， 较原计划提前5个月。该项目总投资约1.5亿元，是红山壮大集体经济的重大手笔，同时也是未来引育新 质生产力的重要载体，可为区域发展注入新动能。 "红山速度"：腾挪空间的效率革命 "红力"，首先体现在令人瞩目的"速度"上。 红山农场小微企业产业园的效率并非孤例。前期，红山围绕"腾""建"核心，高效推进空间再造：完 成294户农户征迁、37家主体企业签约，实现1032亩土地征收与清苗交地，出让工业用地712.6亩。 "腾"出的是土地，"建"起的是未来，红山用效率丈量着发展的新空间。 在清晰的"智能制造园区、生物医药园区、生活小镇"三大区域蓝图下，红山已落地项目22个，包括 产业项目12个、标准厂房项目8个、小微园区类2个。其中，智能制造园（红山片区）一期成效斐然：13 个投资额超亿元的高端制造项目抢滩落地、全面开工，均聚焦装备制造、新材料等新兴赛道，加速推动 落后 ...

一、行情 7月22日，海南本地股局部走强。中钨高新、凯撒旅业涨停，海德股份、康芝药业、海南发展等跟涨。 支持境外投资者投资海南自贸港内金融机构发行的理财产品、证券基金期货经营机构私募资产管理产品、公开募集证券投资基金、保险资产管理产品，初期 试点总规模上限为100亿元。 3）年内海南封关将近，离岛免税政策独立性预计仍维持，且有望受益封关后消费提振政策。海南提振和扩大消费三年行动方案扩大"即购即提"商品品类和 数量。支持免税主体差异化经营，引进更多国际消费品牌，推动品牌、品类与国际同步，加快"免税+"业态融合，2027年离岛免税经营主体销售额超600亿 元。市内店政策完善及其他相关支持政策，预计对完善免税购物场景，发挥部分试点城市购物增量有一定助益。（中信建投） 2）国务院新闻办公室将于2025年7月23日（星期三）上午10时举行新闻发布会，请国家发展改革委副主任王昌林、财政部副部长廖岷、商务部部长助理袁晓 明、海关总署副署长王令浚和海南省委书记、省人大常委会主任冯飞，海南省委副书记、省长刘小明介绍海南自由贸易港建设有关情况，并答记者问。 3）7月18日，据海南发布，近日，海南省省长刘小明先后到海口新海港和南港 ...

Group 1 - The People's Bank of China (PBOC) in Suizhou has optimized tax refund services to ensure that tax reform benefits reach every taxpayer, contributing to high-quality local economic development [1] - The PBOC has processed nearly 50,000 tax refund transactions this year, amounting to 566 million yuan [1] Group 2 - Hubei Snow New Materials Company received a quick refund of 66.96 million yuan in value-added tax, alleviating their funding issues for research and production [2] - The PBOC established a dynamic fund coordination mechanism with the finance department to ensure timely disbursement of tax refund funds, reducing processing time from 3 days to 1 day [2] - As of the end of May, the PBOC has processed 75.33 million yuan in value-added tax refunds [2] Group 3 - Chengli Special Automobile Company, a leading enterprise in Suizhou, received over 6 million yuan in export tax refunds on the same day, facilitating their international expansion [3] - The PBOC has accelerated the export tax refund process and opened a green channel to support the special automobile industry, which has seen significant growth in exports over the past five years [3] - As of the end of May, the PBOC has processed 312 export tax refund transactions, totaling 203 million yuan, benefiting 119 enterprises [3] Group 4 - The PBOC has optimized personal income tax refund processes, allowing for immediate processing and disbursement of refunds, as demonstrated by a taxpayer receiving 341.2 yuan on the same day [4] - The PBOC has implemented a system to streamline personal income tax refunds, ensuring that funds reach taxpayers quickly and efficiently [4] - This year, the PBOC has processed nearly 45,000 personal income tax refund transactions, amounting to 29.91 million yuan [4]