今天，A股三大主线表现强势，龙头股均创历史新高。 其中，军工板块延续强势，长城军工再次涨停，创历史新高；银行股震荡走强，农业银行创历史新高；算力硬件股午后表现活跃， 长芯博创（300548） 上涨13.44%，股价创历史新高。 此外，上纬新材（688585）今日复牌尾盘"20CM"涨停，股价报110.48元。该股自7月初启动一波凌厉的上涨行情，今年以来累计涨幅达1566.4%。 截至收盘，上证指数上涨0.96%， 再创年内收盘新高 ；深证成指上涨0.59%，创业板指上涨0.39%。全市场成交额16158亿元，较上日放量976亿元。两市 超3900只个股上涨。 板块方面，PEEK材料、脑机接口、铜缆高速连接、银行等板块涨幅居前，影视、智谱AI等板块跌幅居前。 国产开源模型、国产AI大模型应用的国际竞争力持续提升。 平安证券认为， 我国国产大模型的持续迭代升级以及大模型应用的普及，将带来对AI算力在 训练端及推理端的持续旺盛需求，从而拉动AI算力市场持续高景气。 算力硬件股上涨 今天，CPO、铜缆高速连接等算力硬件股探底回升，长芯博创涨超10%，股价创历史新高。 | 威腾电气 | | 40.85 | +9.22% ...

Market Performance - A-shares showed strong performance with major indices reaching historical highs, including the Shanghai Composite Index up 0.96% and the Shenzhen Component Index up 0.59% [1] - The total market turnover was 16,158 billion yuan, an increase of 976 billion yuan from the previous day, with over 3,900 stocks rising [1] Sector Highlights - The military industry sector continued its strong performance, with Changcheng Military Industry (601606) hitting the daily limit and reaching a historical high [1] - Banking stocks also showed strength, with Agricultural Bank of China reaching a historical high [1] - Computing hardware stocks were active in the afternoon, with Changxin Bochuang (300548) rising 13.44% to a historical high [1][2] Notable Stocks - Aowei New Materials (688585) resumed trading and hit the daily limit, closing at 110.48 yuan, with a year-to-date increase of 1,566.4% [1] - Brain-computer interface concept stocks saw gains, with Xiangyu Medical rising over 10% [5] - Notable stocks in the computing hardware sector included Weiteng Electric and Zhaolong Interconnect, with significant percentage increases [3] Investment Trends - Recent increases in capital expenditure by major overseas tech companies validate the long-term high prosperity of global computing infrastructure [4] - Major tech giants like Google, Meta, Microsoft, and Amazon have collectively raised their 2025 capital expenditure plans, with Amazon's quarterly capital expenditure increasing by 90% year-on-year [4] - The domestic AI model's continuous iteration and application are expected to drive sustained demand for AI computing power, contributing to a high prosperity in the AI computing market [4][7] Brain-Computer Interface Development - The National Medical Insurance Administration has established new pricing mechanisms for newly listed drugs, including specific fees for brain-computer interface technologies [7] - The brain-computer interface industry is entering a high growth phase, with significant market potential and expected rapid clinical application [7]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002357 | 富临远业 | 11.12 | 3.06% | 16.35万 | | 1.78亿 | | 600561 | 江西长运 | 6.85 | 1.33% | 5.95万 | | 4046.55万 | | 001317 | 三丰司 | 47.60 | 1.08% | 1 4.01万 | | 1.92亿 | | 603069 | 海汽集团 | 21.15 | 1.00% | 4.92万 | | 1.04亿 | | 600548 | 深高速 | 10.42 | 0.97% | 3.74万 | | 3872.71万 | | 000548 | 湖南投资 | 5.56 | 0.91% | 6.32万 | | 3505.22万 | | 600269 | 赣粤高速 | 5.11 | 0.79% | 12.13万 | | 6172.68万 | | 000429 | 粵高速 A | 12.41 | 0.73% | 5.06万 | | 6276 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 FF301 致：香港交易及結算所有限公司 公司名稱: 深圳高速公路集團股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00548 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 747,500,000 | RMB | | | 1 RMB | | 747,500,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 747,500,000 | RMB | | | 1 RMB | | 747,500,000 | | 2. 股份分類 ...

Core Viewpoint - Shenzhen Expressway Group Co., Ltd. announced its unaudited toll revenue for June 2025, emphasizing the importance of accurate data reporting and the potential discrepancies due to estimation methods [2][3]. Group 1: Toll Revenue Announcement - The company reported its toll revenue for June 2025, which is presented as pre-tax income [2]. - The board guarantees the announcement's content is free from false records, misleading statements, or significant omissions [2]. Group 2: Cash Management Announcement - The company established a dedicated settlement account for cash management of idle raised funds at Jiangsu Bank, Shenzhen Technology Branch, with a total of RMB 1 billion allocated for structured deposits [5][6][7]. - The cash management aims to enhance fund utilization efficiency while ensuring the safety of raised funds and not affecting investment plans [8][14]. - The funds for the structured deposits come from previously idle raised funds held in various banks [9][10]. Group 3: Risk Control Measures - The finance department will select suitable cash management products based on safety, term, and yield, while the internal audit department will conduct biannual checks on fund usage [11]. - Independent directors and the audit committee will monitor the management and usage of raised funds, with the option to hire external auditors for verification [11][12]. Group 4: Decision-Making Process - The board approved the use of idle raised funds for cash management on March 21, 2025, with a maximum balance of RMB 3 billion and a rolling usage period of 12 months [15][16].

Core Viewpoint - Shenzhen International and Shenzhen Expressway have announced the subscription of two structured deposit products, each with a principal amount of RMB 500 million, aimed at enhancing cash management and increasing overall returns while ensuring the safety of raised funds [1][4]. Group 1: Subscription Details - Shenzhen Expressway subscribed to the first structured deposit product on July 30, 2025, and the second on July 31, 2025, each with a principal of RMB 500 million [1][3]. - The structured deposit products have a range of yields between 1.2% and 3.1% [3][4]. - Both products are issued by Jiangsu Bank and are categorized as capital-protected floating yield types [4][5]. Group 2: Compliance and Reporting - The subscription amounts for both structured deposit products are below 5% for Shenzhen Expressway, exempting it from the reporting and shareholder approval requirements under Listing Rules [2][5]. - For Shenzhen International, the first structured deposit product does not require disclosure, but the combined calculations of both products exceed 5% but remain below 25%, necessitating compliance with reporting requirements while being exempt from shareholder approval [2][6]. Group 3: Strategic Rationale - The structured deposit products are considered low-risk and are intended to utilize temporarily idle raised funds for cash management, thereby improving fund utilization efficiency and enhancing capital preservation and appreciation [4][8]. - The boards of Shenzhen International and Shenzhen Expressway believe that the transactions are conducted on normal commercial terms and are fair and reasonable, aligning with the overall interests of their shareholders [4][8]. Group 4: Company Background - Shenzhen Expressway primarily engages in the investment, construction, and management of toll roads and environmental protection businesses, including solid waste resource processing and clean energy generation [4]. - Shenzhen International focuses on logistics, toll roads, ports, and environmental protection, with strategic operations in key regions such as the Guangdong-Hong Kong-Macao Greater Bay Area and Yangtze River Delta [4].

Group 1 - The core point of the announcement is the unaudited toll revenue for Shenzhen Expressway Group in June 2025, which is presented in a detailed table format [1] - The total toll revenue for various expressways in Guangdong Province, including specific figures for each project, is highlighted, with the highest revenue coming from the Guangshen Expressway at 243,309 thousand RMB [1] - The announcement includes a breakdown of daily average toll revenues for each expressway, providing insights into the performance of different segments [1] Group 2 - The company emphasizes that the toll revenue data is unaudited and may differ from periodic report disclosures due to the nature of revenue recognition and estimation processes [2] - Investors are cautioned that the disclosed toll revenue figures are preliminary and should be used with caution, as they may be subject to adjustments based on actual settlements [2]

Core Viewpoint - Shenzhen Expressway Company Limited (00548) reported toll revenue for various projects in June 2025, indicating a diversified income stream from multiple highway segments [1] Revenue Summary - Meiguan Expressway generated toll revenue of RMB 13.088 million [1] - Jihe East Section recorded toll revenue of RMB 60.258 million [1] - Jihe West Section achieved toll revenue of RMB 49.624 million [1] - Yangjiang Project contributed toll revenue of RMB 66.302 million [1] - Outer Ring Project reported toll revenue of RMB 106 million [1]

Group 1 - The company Shenzhen Expressway Company Limited (00548) announced its toll revenue for various projects in June 2025 [1] - The toll revenue for Meiguan Expressway is projected to be RMB 13.088 million [1] - The toll revenue for Jihuo East Section is projected to be RMB 60.258 million [1] - The toll revenue for Jihuo West Section is projected to be RMB 49.624 million [1] - The toll revenue for Yangjiang Project is projected to be RMB 66.302 million [1] - The toll revenue for Outer Ring Project is projected to be RMB 106 million [1]

Group 1 - The company Shenzhen Expressway Company Limited (00548.HK) announced the subscription of a structured deposit product with a principal amount of RMB 500 million on July 30, 2025, as the first phase [1] - On July 31, 2025, the company further subscribed to another structured deposit product with a principal amount of RMB 500 million as the second phase [1]