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2022年1月以来首次!沪指收盘站上3600点
Guan Cha Zhe Wang· 2025-07-24 08:35
Market Performance - A-shares indices reached new highs for the year, with the Shanghai Composite Index closing at 3605.73 points, up 0.65%, marking the first time since January 2022 that it closed above 3600 points [1] - The Shenzhen Component Index rose by 1.21% to 11193.06 points, while the ChiNext Index increased by 1.50% to 2345.37 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 184.47 billion, a slight decrease of 19.9 billion from the previous day [1] Sector Performance - The market showed a broad-based rally, with sectors such as Hainan Free Trade Zone, energy metals, rare earth permanent magnets, duty-free shops, film and television, securities, and biopharmaceuticals leading the gains [2] - Conversely, sectors like precious metals, banking, and CPO concept stocks lagged behind [2] Fund Flow - Major funds saw net inflows in sectors like non-ferrous metals, securities, and steel, while there were net outflows in communication, banking, and electric grid equipment [4] - Specific stocks with significant net inflows included Dongfang Caifu, Baogang Co., and Northern Rare Earth, with inflows of 1.573 billion, 1.557 billion, and 1.489 billion respectively [4] - Stocks that experienced net outflows included China Power Construction, China Energy Construction, and Highstar Mining, with outflows of 1.906 billion, 1.112 billion, and 1.047 billion respectively [4] Individual Stock Highlights - Nearly 4400 stocks rose, with around 80 hitting the daily limit [5] - The Hainan Free Trade Zone and duty-free shop sectors saw widespread gains, with over 20 stocks including Hainan Development and China Duty Free Group hitting the daily limit [5] - The energy metals sector, particularly lithium mining, led the gains with stocks like Tianqi Lithium and Xizang Mining reaching their limits [5] - The securities sector was active, with Jinlong Co. hitting the limit and Guosen Securities and Bank of China Securities showing significant gains [5] - The biopharmaceutical sector also saw gains, with Zhifei Biological hitting the daily limit [5] - Precious metals and CPO concept stocks faced declines, with Zhongjin Gold dropping over 4% and Taicheng Guang falling over 8% [5] Industry Insights - The humanoid robot sector is experiencing a recovery in sentiment due to positive changes in the domestic and international robot supply chains, with domestic manufacturers securing more orders [6] - The coal sector is expected to see price recovery driven by seasonal demand and favorable policies, which may enhance market sentiment [6] - The securities sector is anticipated to benefit from ongoing policies aimed at stabilizing growth and boosting the capital market, leading to improved market conditions and investor confidence [6][7] - The overall market sentiment is high, with expectations of continued upward movement despite potential short-term adjustments [7] - The total market capitalization of A-shares has remained above 100 trillion, reflecting ongoing market expansion and confidence in China's capital market [7]