7月31日午后，A股三大指数走弱，截至14:50，创业板指跌1.86%，沪指跌1.39%，深成指跌 1.95%。煤炭、钢铁、有色金属、光伏、房地产等方向跌幅居前，沪深京三市下跌个股跌超 4400只。 水产、稀有金属、房地产、保险、煤炭板块跌幅居前。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 002837 | 英维克 | 40.21 | 3.66 | 10.01% | | 002757 | 南兴股份 | 21.78 | 1.98 | 10.00% | | 300249 | 依米康 | 15.56 | 1.00 | 6.87% | | 688158 | 优刻得-W | 26.35 | 1.54 | 6.21% | | 835305 | *ST云创 | 19.18 | 1.10 | 6.08% | | 601138 | XD工业富 | 34.43 | 1.79 | 5.48% | | 300394 | 天孚通信 | 106.10 | 4.41 | 4.34% | | 002261 | 拓维信息 | 32.49 | 1.08 | 3 ...

本文源自：金融界 作者：智投君 7月30日，沪深两融数据显示，中国稀土获融资买入额3.25亿元，居两市第66位，当日融资偿还额4.47亿 元，净卖出12244.41万元。 最近三个交易日，28日-30日，中国稀土分别获融资买入7.40亿元、3.90亿元、3.25亿元。 融券方面，当日融券卖出0.97万股，净卖出0.87万股。 ...

Core Viewpoint - The legal opinion letter confirms that the procedures for the shareholders' meeting of Baoji Titanium Industry Co., Ltd. comply with relevant laws, regulations, and the company's articles of association, ensuring the legitimacy and effectiveness of the meeting and its resolutions [2][21]. Group 1: Meeting Procedures - The shareholders' meeting was convened in accordance with the provisions of the Company Law, Securities Law, and the company's articles of association, with a notice published 15 days prior to the meeting [3][5]. - The meeting took place on July 30, 2025, at 11:00 AM in Baoji City, Shaanxi Province, with both on-site and online voting options available for shareholders [4][5]. Group 2: Attendance and Voting - A total of 479 participants, including shareholders and their proxies, represented 241,971,199 shares, accounting for 50.6452% of the company's total shares [5][6]. - The voting process was conducted through a combination of on-site and online methods, ensuring that the interests of minority investors were separately counted [6][20]. Group 3: Voting Results - The resolutions passed during the meeting received overwhelming support, with the majority of votes in favor, such as 99.9189% for one of the key resolutions [6][7]. - Specific resolutions, including the issuance of securities and the use of raised funds, also received high approval rates, generally above 99% [8][15][19]. Group 4: Legal Compliance - The legal opinion asserts that all aspects of the meeting, including the qualifications of the convenor and attendees, as well as the voting procedures and results, were in compliance with applicable laws and regulations [21].

（文章来源：证券日报） 证券日报网讯 7月30日晚间，宝钛股份发布公告称，公司2025年第二次临时股东大会于2025年7月30日 召开，审议通过了《关于选举公司董事的议案》等多项议案。 ...

Core Viewpoint - The stock of Shenghe Resources (600392) experienced a significant decline of 8.15% in a single trading day, with a turnover rate of 20.82% and a total transaction value of 8.248 billion yuan, indicating high volatility and investor activity [2]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's watch list due to a daily price deviation of -8.31%, with net purchases from the Shanghai-Hong Kong Stock Connect amounting to 73.70 million yuan [2]. - The top five trading departments accounted for a total transaction value of 1.725 billion yuan, with buying transactions totaling 742 million yuan and selling transactions totaling 983 million yuan, resulting in a net sell of 241 million yuan [2]. - The leading buying department was the Shanghai-Hong Kong Stock Connect, which had a buying amount of 296 million yuan and a selling amount of 222 million yuan, leading to a net purchase of 73.70 million yuan [2]. Capital Flow - The stock saw a net outflow of 1.166 billion yuan in principal funds, with a significant outflow of 833 million yuan from large orders and 333 million yuan from medium orders. Over the past five days, the total net outflow reached 1.604 billion yuan [2]. - As of July 29, the margin trading balance for the stock was 2.353 billion yuan, with a financing balance of 2.325 billion yuan and a securities lending balance of 28.16 million yuan. Over the past five days, the financing balance increased by 619 million yuan, representing a growth of 36.29%, while the securities lending balance increased by 5.69 million yuan, a rise of 25.31% [2]. Financial Performance - In the first quarter, the company reported a revenue of 2.992 billion yuan, reflecting a year-on-year growth of 3.66%, and a net profit of 168 million yuan, which is a substantial increase of 178.09% year-on-year [3]. - The company projected a net profit for the first half of the year between 305 million yuan and 385 million yuan [3].

贵研铂业(600459.SH)公告称，公司全资子公司贵研电子材料（云南）有限公司通过云南省产权交易所 以公开挂牌方式增资扩股引入战略投资者，成交价格为1.25亿元，交易完成后，公司持有贵研电子公司 的股权由100%降至51%。引入的投资者为上海怡上电子科技有限公司。本次增资扩股符合公司战略发 展规划，有利于提升公司盈利能力，加速贵研电子公司业务结构转型和产品结构升级。 ...

Investment Rating - The report provides a positive investment outlook for the medical equipment sector, highlighting potential growth opportunities due to recent procurement trends and market recovery [1]. Core Insights - The medical equipment sector has shown a significant recovery in procurement since Q4 2024, with expectations for financial performance to reflect this recovery by Q3 2025 [1]. - The technology sector is expected to benefit from the commercialization of tier 1 generative models, which could lead to a revaluation of core business segments [1]. - The beverage industry, particularly Dongpeng Beverage, is experiencing strong sales growth, driven by new product launches and market expansion [1]. - The semiconductor equipment sector is seeing increased demand, with a focus on expanding production capabilities and meeting the needs of major clients [1]. - The aerospace and defense sector is positioned for growth as it aligns with national strategic goals, despite facing some operational challenges [1]. - The chemical sector is witnessing a recovery in performance, supported by favorable domestic policies and improving pricing power [1]. - The rare earth industry is expected to see significant growth due to rising demand in high-growth areas such as electric vehicles and robotics [1]. Summary by Category Medical Equipment - The report emphasizes the strong bidding performance of companies in the ultrasound and endoscopy segments, with notable growth in market share expected in 2025 [1]. Technology - The report highlights the potential for revenue growth driven by the deepening of platform capabilities and international expansion strategies [1]. Beverage - Dongpeng Beverage is noted for its rapid sales growth, with new product lines contributing to a more robust revenue stream [1]. Semiconductor Equipment - The report indicates that the company is transitioning from a focus on panel testing to semiconductor equipment, with expectations for significant revenue growth in this area [1]. Aerospace and Defense - The report outlines the strategic importance of the aerospace sector in national planning, with a focus on achieving operational goals despite regulatory challenges [1]. Chemicals - The report discusses the positive outlook for the chemical sector, driven by improved pricing and demand recovery [1]. Rare Earth - The report notes a substantial increase in production and sales in the rare earth sector, driven by strong demand in emerging technologies [1].

Group 1 - The rare earth permanent magnet sector continues to weaken, with Shenghe Resources falling over 8% [1] - Huahong Technology experienced a decline of over 7% [1] - Galaxy Magnetics and China Rare Earth both dropped by more than 4% [1]

云南锗业(002428.SZ)今日涨停，换手率12.92%，成交额20.77亿元。龙虎榜数据显示，深股通买入1.32 亿元并卖出4244万元，净买入8976万元；游资"作手新一"位列买二席位，净买入1.03亿元；"中山东 路"位列买三席位，净买入6034万元。上榜席位全天买入3.94亿元，卖出1.5亿元，合计净买入2.44亿 元。 ...

Core Insights - The A-share rare earth permanent magnet sector has shown renewed activity, with significant market interest in related products, particularly the rare earth ETF (516780) which recorded a trading volume of 253 million yuan on July 28, marking seven consecutive trading days with over 200 million yuan in daily trading volume, indicating strong capital inflow [1] - The rare earth ETF has seen a net inflow of 127 million yuan over the past five trading days, with its total scale reaching 1.731 billion yuan as of July 28, the highest in nearly four years [1] - The price of praseodymium has increased, reflecting the strategic value of rare earth resources amid the global energy revolution and geopolitical tensions [1] Industry Analysis - A recent report from Founder Securities indicates that the rare earth magnetic materials sector is experiencing tightening supply expectations due to the ban on rare earth mining in Myanmar's Kachin region by the end of 2025 and the zero imports of rare earth metals by the U.S. in June, leading to a price surge for praseodymium and neodymium oxide, which has surpassed 500,000 yuan per ton [2] - The rare earth ETF (516780) closely tracks the CSI Rare Earth Industry Index, which includes companies involved in rare earth mining, processing, trading, and applications, with the top five constituent stocks being Northern Rare Earth, China Rare Earth, China Aluminum, Greeenmei, and Lingyi Technology, all of which are competitive leaders in the industry [2] - The management of the rare earth ETF, Huatai-PB Fund, has over 18 years of ETF operation experience and has created several benchmark ETFs, with its total ETF scale exceeding 520 billion yuan as of July 28, placing it in the top tier of the industry [2] Market Outlook - With improving demand and expectations of tightening rare earth supply, prices in the rare earth industry are likely to be supported, presenting potential investment opportunities in the rare earth sector, particularly in the rare earth ETF (516780) and its linked funds [3]