A股三大指数今日集体上涨，截至收盘，沪指涨0.66%，深成指涨0.46%，创业板指涨0.5%，北证50指数 涨0.96%，沪深京三市成交额15182亿元，较上日缩量1017亿元。全市场超3800只个股上涨。板块题材 上，军工装备、贵金属、机器人、游戏、PEEK材料、半导体板块领涨；光伏设备、零售、影视院线、 免税店、旅游及酒店板块跌幅居前。盘面上，军工装备板块集体爆发，长城军工、北方长龙、建设工业 多股盘中封板。人形机器人板块午后持续走强，松霖科技、浙江荣泰盘中创新高，日盈电子2连板。游 戏板块同样表现活跃，巨人网络封板涨停。医疗器械板块午后拉升，利德曼、大博医疗、易瑞生物涨幅 居前。影视院线板块多数调整，幸福蓝海大跌超10%。零售板块表现落后，大连友谊、茂业商业跌停。 旅游及酒店板块多数下挫，西藏旅游封死跌停。 ...

Box Office Performance - The summer film season has seen a total box office exceeding 6.8 billion yuan, with films like "Nanjing Photo Studio," "Chang'an's Lychee," and "Jurassic World: Rebirth" leading the charts [1][4] - "Nanjing Photo Studio" has achieved over 1.4 billion yuan in box office revenue within 9 days of its release, establishing itself as a strong contender for the summer box office [4] - "Chang'an's Lychee," directed by Da Peng, has surpassed 600 million yuan in box office revenue since its release on July 18 [4] Upcoming Films - Several highly anticipated films are set to release, including "Dongji Island" on August 8 and "Bad Guys Alliance 2" on August 16, among others [5] - The animated film "Wang Wang Mountain Little Monster" has also gained attention, crossing 100 million yuan in box office revenue shortly after its release [4] Market Trends - The film industry has seen a significant increase in stock prices, with the film and cinema sector index rising over 30% since April 9 [5][7] - Happiness Blue Sea has emerged as a major winner in the summer box office, with its stock price increasing by 134% since June 3 [7][8] - Other companies like China Film and Shanghai Film have also seen stock price increases of over 30% during the same period [7][8] Investment Insights - Analysts suggest that the summer box office is a critical period for annual revenue, with expectations for growth driven by a rich content pipeline and improving consumer sentiment [9] - Investment strategies are recommended to focus on leading cinema chains and content platforms, although there may be short-term risks of stock price corrections due to previous gains [9]

本周A股回调，板块题材上，创新药、CRO、影视院线等板块涨幅居前，小金属、煤炭、稀土永磁等板 块跌幅居前；港股走弱 ，科技股持续调整，医药板块逆势上涨。指数方面，沪深300指数下跌1.8%，中 证A500指数下跌1.6%，创业板指数下跌0.7%，上证科创板50成份指数下跌1.7%，恒生中国企业指数下 跌3.8%。 | | 沪深300指数 / 中证A500指数 | | 创业板 | 上证科创板 | 恒生中国 | | --- | --- | --- | --- | --- | --- | | | | | 指数 | 50成份指数 | 企业指数 | | 指数分类 | A股大盘宽基 | | 创业板 | 科创板 | 港股 | | | | | 大盘宽基 | 大盘宽基 | 大盘宽基 | | 本周涨跌幅 | -1.8% | -1.6% | -0. 7% | -1.7% | -3 8% | | 指数滚动 | 13.2倍 | 15. 3倍 | 33.7倍 | 144.6倍 | 10. 2倍 | | 市盈率 | | | | | | | 滚动市盈率 分位 | 52. 2% | 55. 5% | 17.5% | 99. 3% | 62. ...

三大指数集体收跌，截至收盘，沪指跌0.19%，深成指跌0.15%，创业板指跌0.16%，北证50指数涨0.11%，沪深京三市成 交额10081亿元，较上日缩量1497亿元。两市超2100只个股下跌。 盘面上，中药板块持续走强，生物谷涨超25%，维康药业20CM涨停，贵州百灵、新天药业等涨停封板。光伏设备板块走 强，捷佳纬创20CM涨停，双良节能涨停。军工板块调整，ST应急20CM跌停封板。影视院线板块调整，金逸影视跌超7%。 板题材上，中药、光伏设备板块走高，军工、影视院线块调整。 ...

商报讯（记者 叶晓珺）《长安的荔枝》《南京照相馆》《戏台》……一部部暑期档影片的接力，使电 影市场逐步回暖，助推影视板块开启"狂欢时刻"。昨日早盘，影视板块领涨，申万影视院线指数半日上 涨3.11%，涨幅居所有行业首位。个股方面，幸福蓝海（300528）再度收获20%幅度涨停，5天斩获4 板；金逸影视（002905）、慈文传媒（002343）封板，光线、华策等集体冲高。 业内人士表示，《南京照相馆》有望成为这个暑期档的"黑马"，带动整体电影市场继续升温。抗战片叠 加动画电影将驱动后续票房趋势拉升，2025全年票房有望超越2024年的425亿元，实现同比稳步增长。 《南京照相馆》助推影视股大涨 幸福蓝海连续3日涨停 暑期档超预期影片成行情引爆点，板块单周表现创年内最佳。 据统计，暑期档大盘单日票房已连续11天破亿元。尤其是7月27日（周日）突破3.24亿元，这也是今年 继春节档之后，时隔154天大盘单日票房再破3亿元。 另据灯塔数据，截至目前，今年暑期档总票房（含预售）已突破56亿元。其中，《南京照相馆》表现突 出，自7月25日（周五）在全国正式公映，首周末连续两天单日票房破亿元；上映5天票房超6亿元，成 为继 ...

Core Viewpoint - The A-share market showed mixed performance on July 30, with the Shanghai Composite Index rising slightly while the Shenzhen Component and ChiNext Index fell significantly [1]. Market Performance - The Shanghai Composite Index closed at 3615.72, up by 0.17% with an increase of 6.01 points [2]. - The Shenzhen Component closed at 11203.03, down by 0.77%, losing 86.38 points [2]. - The ChiNext Index ended at 2367.68, down by 1.62%, a decrease of 38.91 points [2]. - Total trading volume in the Shanghai and Shenzhen markets reached 1.84 trillion yuan, an increase of 41.1 billion yuan compared to the previous trading day, with over 3500 stocks declining [2]. Sector Performance - Strong performance was noted in the dairy sector, with stocks like Yangguang Dairy and Beiyinmei hitting the daily limit [5][6]. - The film and television sector saw significant gains, with stocks like Xingfu Lanhai and Jin Yi Film reaching their daily limit [7]. - Weak performance was observed in sectors such as solid-state batteries, rare earths, and digital currencies [5]. Capital Flow - Main capital inflows were directed towards banking, cultural media, and steel sectors, while logistics, precious metals, and education sectors experienced net outflows [9]. - Specific stocks with notable net inflows included Yingweike, Baogang Co., and China Ping An, with inflows of 835 million yuan, 716 million yuan, and 706 million yuan respectively [10]. - Stocks facing significant net outflows included Zhongyin Securities, Ningde Times, and Construction Industrial, with outflows of 1.619 billion yuan, 1.248 billion yuan, and 1.235 billion yuan respectively [11]. Institutional Insights - Jifeng Investment noted that the Shanghai Composite Index's breakthrough of the 3613-point resistance is favorable for a potential rise above 3674 points [13]. - Galaxy Securities indicated that the index maintains a slow bull trend, while Dongfang Securities suggested that A-shares may experience fluctuations due to liquidity pressures in the Hong Kong market, but expect a mid-term strengthening driven by monetary easing [14].

【导读】影视板块全线走强，幸福蓝海（300528）盘中再次封住20cm涨停，走出"5天4板"；神力股份（603819）、时空科技（605178）复牌后一字跌停 大家好！来一起回顾上午的市场行情和资讯~ 7月30日上午，市场走势分化，沪指盘中冲高，创业板指盘中跌超1%。截至午间收盘，上证指数涨0.52%，深证成指跌0.06%，创业板指跌0.71%。 全市场半日成交额为1.1万亿元，较上日小幅缩量；全市场2058只个股上涨，3129只个股下跌。 盘面上，上午石油化工、钢铁、餐饮旅游、文化传媒等板块走高，创新药、影视院线等概念股活跃，多元金融、数字货币、固态电池等板块调整。 港股三大指数集体飘绿。截至午间收盘，恒生指数跌0.43%，恒生科技指数跌1.57%，恒生国企指数跌0.43%；理想汽车跌超10%，领跌恒生科技指数成份 股。 | 25414.72 | 9106.52 5556.04 | | | | --- | --- | --- | --- | | 恒生指数 -0.43% | 国企指数 -0.43% | | 恒生科技指数 -1.57% | | | 序号代码 名称 | 现价 | 涨跌 涨跌幅 ^ | | 1 | ...

【 导读 】 影视板块全线走强， 幸福蓝海盘中再次封住20cm涨停，走出"5天4板"； 神力股份、时空科技复牌后一字跌停 中国基金报记者 晨曦 大家好！来一起回顾上午的市场行情和资讯~ 7月30日上午，市场走势分化，沪指盘中冲高，创业板指盘中跌超1%。截至午间收盘，上证指数涨0.52%，深证成指跌0.06%，创业板指 跌0.71%。 全市场半日成交额为1.1万亿元，较上日小幅缩量；全市场2058只个股上涨，3129只个股下跌。 港股三大指数集体飘绿。截至午间收盘，恒生指数跌0.43%，恒生科技指数跌1.57%，恒生国企指数跌0.43%；理想汽车跌超10%，领跌 恒生科技指数成份股。 | 25414.72 www | 9106.52 | www. | 5556.04 And Marker | | --- | --- | --- | --- | | 恒生指数 -0.43% | 国企指数 -0.43% | | 恒生科技指数 -1.57% | | | 序号代码 现价 涨跌 涨跌幅 ~ | | --- | --- | | 1 | 2015 理想汽车-W 107.30-12.600-10.51% | | വ | 1347 ...

Market Overview - The three major A-share indices showed mixed performance on the morning of the 30th, with the Shanghai Composite Index rising by 0.52%, while the Shenzhen Component Index and the ChiNext Index fell by 0.06% and 0.71% respectively [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1,102.2 billion yuan, a decrease of 43.6 billion yuan compared to the previous day [2] Sector Performance - The innovative drug and film industry sectors experienced gains, with stocks such as Nanjing New Pharmaceutical and Happiness Blue Sea hitting the daily limit of 20% [2] - The battery sector faced adjustments, with companies like Xinyu Ren and Zhengye Technology dropping over 5% [2] - The digital currency sector weakened, with Dongxin Peace falling more than 8% [2] - The diversified financial sector also saw fluctuations, with companies like Nanhua Futures and Zhongyou Capital declining over 5% [2]

反过来，电池、数字货币、多元金融这些板块今天有点低迷。电池板块调整，更多是前期涨多了的正常回调，新能源这条线长期逻辑还在，不用过分担心。 数字货币和多元金融，可能和市场暂时更偏好有实际业绩支撑的板块有关，资金总是会在不同赛道间切换的。 各位朋友，中午好！这里是帮主郑重。今天上午的盘面，是不是让不少人觉得有点意思？沪指这边稳稳往上走，涨了0.52%，深成指和创业板却稍显乏力， 一个微跌一个跌了0.71%，这种分化背后，其实藏着资金的小算盘。 先看整体量能，沪深京三市成交额1.1万亿出头，比昨天缩了436亿。缩量说明多空双方暂时有点犹豫，没有特别激进的动作，毕竟市场刚经历过一阵震荡， 资金也在找新方向。两市超2000只个股上涨，不算太差，但也没到普涨的热闹劲儿，更多是结构性机会。 再说说亮眼的板块。创新药今天可真是扬眉吐气，南新制药直接20CM涨停，辰欣药业、东诚药业这些也封了板。帮主之前就跟大家聊过，创新药这个板 块，政策支持力度一直在，加上部分企业中报业绩有惊喜，资金慢慢往这里聚集也正常。尤其是一些有核心技术、研发管线清晰的公司，长期看确实有潜 力。 影视院线板块也全线走强，幸福蓝海20CM涨停，金逸影视、慈 ...