据市场人士分析，近期，世界卫生组织针对蚊媒传播疾病基孔肯雅热发出预警信号，刺激了疫苗板块的 市场情绪。根据广东省疾控局8月3日发布的数据，7月27日0时至8月2日24时，广东全省新增报告2892例 基孔肯雅热本地病例。 另外，今年下半年以来，康希诺旗下多款产品研发及商业化取得重要进展。其中，康希诺生物上月公 布，公司研发的重组三价嵴髓灰质炎疫苗(Sf-RVN细胞)已获得中国国家药品监督管理局批准，可以开展 相关临床试验。6月20日，康希诺生物发布公告，中国国家药品监督管理局已批准公司研发的13价肺炎 球菌多糖结合疫苗(CRM197╱破伤风类毒素)的新药上市申。(格隆汇) 康希诺生物(6185.HK)一度大涨超16.8%，最高触及55.7港元，创2023年3月以来新高；A股一度涨超 11%，最高触及92.7元，创2023年8月以来新高。 ...

格隆汇8月6日｜昨日涨停创新高且年累一度累涨1565%的上纬新材(688585.SH)今日大跌，盘中一度跌近17%，报92元。 消息面上，上纬新材昨晚公告，如未来股票价格进一步上涨，公司可能再次向上海证券交易所申请连续停牌核查；另外，上交所也发布公告称，上纬新材 近期多次出现严重异常波动情形，公司已多次发布风险提示公告，提请广大投资者审慎投资，注意投资风险。近日，该股股价继续大幅波动，部分投资者 在交易该股过程中存在影响市场正常交易秩序、误导投资者正常交易决策的异常交易行为，上交所依规对相关投资者采取了暂停账户交易的自律监管措 施。上交所再次提醒投资者关注风险，审慎参与，合规交易。 ...

格隆汇8月6日｜九·三大阅兵临近，国防军工板块热度持续攀升。8月6日早盘，国防军工再度领跑全市 场，开盘50分钟逾80亿元主力资金涌入。代码有"八一"的国防军工ETF（512810）快速冲高涨逾2%，场 内最高价创2022年3月3日以来新高。成份股长城军工5天4板，股价续创历史新高；中国船舶、中国重工 （维权）携手涨超6%。 消息面上，"中国神船"启航加速。中国船舶拟以向中国重工全体换股股东发行A股股票的方式换股吸收 合并中国重工，两家公司最新公告称，公司股票将自2025年8月13日起连续停牌，并将于刊登异议股东 收购请求权申报结果公告当日复牌。 二级市场方面，近日来，融资客加速进场充分印证国防军工市场关注度。数据显示，7月28日以来，国 防军工ETF（512810）融资余额急速攀升，8月5日再获1221万元融资买入，最新融资余额升至2988万元 历史新高。 据统计，过去15年间（2010年至2024年），8月份国防军工板块上涨概率大幅超越上证指数。申万宏源 证券提示，9月3日阅兵前，建议关注国防军工的脉冲机会。 ...

格隆汇8月6日｜Lucid(LCID.US)：2025年Q2营收2.59亿美元，市场预期2.94亿美元，上年同期2.01亿美 元。 ...

格隆汇8月6日｜Rivian(RIVN.US)：2025年Q2营收13亿美元，市场预期12.84亿美元，上年同期11.58亿美 元。2025年交付量预计为40,000-46,000辆。预计第三季度将是公司今年在消费和商用汽车领域交付量最 高的季度。 ...

Group 1 - The company emphasizes the importance of the humanoid robot industry and recognizes the potential for its CNC machine tools in this sector [1] - The processing of numerous precision metal components required for humanoid robots will utilize the company's machine tool products, indicating a growth opportunity [1] - The company is expanding the application of its existing machine models in the humanoid robot industry and has established a project team to develop additional machine tools specifically for this market [1]

根据《股份转让协议》及《表决权委托协议》，前述股份转让完成及表决权委托生效后，杭州润锋将直 接持有公司8.00%股份，孙荣祥系杭州润锋的实际控制人，孙荣祥将通过杭州润锋持有公司8.00%股 份，孙荣祥拥有公司表决权股份比例为14.65%，杭州润锋将成为公司的控股股东，孙荣祥将成为公司 实际控制人。 同日，杭州润锋分别与曹德莅、夏祖望签署了《表决权委托协议》，曹德莅承诺在转让协议涉及的所有 股份过户完成且全额收到转让协议项下全部股份转让款项(共管账户资金需解付完成)后，将其所持有的 剩余7,343,708股股份(占公司股份总数的1.65%)所对应的表决权不可撤销的委托给杭州润锋行使，委托 期限为18个月，到期自动失效并解除。委托期限内，双方构成一致行动人关系。夏祖望承诺在转让协议 涉及的所有股份过户完成且全额收到转让协议项下全部股份转让款项(共管账户资金需解付完成)后，将 其所持有的22,287,704股股份(占公司股份总数的5%)所对应的表决权不可撤销的委托给杭州润锋行使， 委托期限为18个月，到期自动失效并解除。委托期限内，双方构成一致行动人关系。 格隆汇8月6日丨永和智控(002795.SZ)公布，202 ...

Core Insights - The retail sales of gold and jewelry are expected to grow by 6.1% year-on-year by June 2025, indicating stable demand at the end-user level [1] Industry Summary - In the first half of 2025, China's gold consumption reached 505.205 tons, a decrease of 3.54% year-on-year [1] - Gold jewelry consumption fell significantly by 26.00% to 199.826 tons, while demand for gold bars and coins increased by 23.69% to 264.242 tons [1] - High gold prices have suppressed gold jewelry consumption, but products with lighter weight, strong design, and high added value remain popular, benefiting merchants' profitability [1] - Demand for gold bars remains strong, although profit margins are low [1] - Geopolitical tensions and economic uncertainties have enhanced gold's role as a safe-haven asset, leading to a substantial increase in demand for gold bars and coins for investment [1] - Industrial gold demand has shown a slight upward trend due to the recovery in gold salt demand [1] Company Recommendations - Companies with high certainty in mid-year performance are recommended for active monitoring, including Chao Hong Ji and Lao Pu Gold [1] - Attention is also suggested for Cai Bai Co., Ltd. and Man Ka Long [1] - Traditional gold and jewelry companies are expected to see improved same-store sales and a narrowing revenue decline in Q2, with current valuation levels being relatively low [1] - If the terminal market for gold and jewelry significantly recovers, these companies could benefit from their channel scale and franchise resources [1] - Stock selection should focus on product structure and tracking terminal sales turning points, with recommendations for Zhou Daxing, Lao Fengxiang, and Zhou Liu Fu [1]

Group 1 - The core viewpoint of the article indicates that the margin trading (两融) continues to see significant net buying, suggesting a bullish sentiment among individual investors [1] - The report highlights that both margin trading and the activity on the "Dragon and Tiger List" (龙虎榜) have shown an upward trend, indicating increased market participation [1] - According to the analysis, the active equity fund positions have rebounded, while there has been a net outflow from northbound trading and ETFs, suggesting a divergence in investor behavior [1] Group 2 - The article emphasizes that individual investors remain the primary buying force in the current market, contrasting with the fluctuating trends observed in northbound trading and ETFs [1] - Future attention is recommended on the sustainability of the buying trend from individual investors, as it may influence market dynamics [1]

格隆汇8月5日｜芯片股纳微半导体一度重挫大约22.5%，Azenta维持超过15%的跌幅，虎虎科技ADR跌 超11%。 ...