华源证券研报指出，华利集团25H1营收增长凸显经营韧性，静待外部扰动因素逐步消退。外部宏观经 济及国际贸易政策波动较大，公司仍看好行业中长期结构性增长。公司作为我国运动鞋履代工头部企 业，凭借短期行业需求修复、中长期扩产以及客户结构变化驱动ASP提升带来量价双升预期，估值长期 看具备提升空间。预计公司2025-2027年归母净利润分别为35.6/42.5/52.0亿元，同比分 别-7.3%/+19.4%/+22.4%。考虑到公司规模化及全球化下盈利能力上乘、头部客户粘性强、具备新客户 拓展能力且具备中长期量价双升逻辑，维持"买入"评级。 ...

格隆汇8月12日丨万马科技(300698.SZ)在投资者互动平台表示，公司eSIM技术属于国内行业领先水平， 公司的ONE SIM方案支持GSMA SGP.02、SGP.22和SGP.32，是首先同时提供支持全系标准的eSIM方案 提供商，目前已经应用在车联网领域，可以迁移到物联网等其他智能化场景。万马科技始终致力于通过 强化核心竞争力、优化业务布局、完善投资者关系管理等多举措进行市值管理，积极提升内在价值与市 场认可度。 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002104 | 恒宝股份 | 1 | 10.00 | 158亿 | 232.30 | | 688521 | 芯原股份 | 1 | 8.91 | 566亿 | 105.23 | | 300546 | 雄帝科技 | 来 | 7.26 | 55.95 Z | 78.53 | | 002396 | 星网锐捷 | 来 | 6.74 | 179亿 | 62.22 | | 300468 | 四方精创 | | 6.60 | 217亿 | 151.78 | | 603123 | 翠微股份 | 张 | 6.58 | 107亿 | 67.08 | | 002721 | 金一文化 | 1 | 5.63 | 105亿 | 47.01 | | 002017 | 东信和平 | 1 | 5.52 | 179亿 | 200.75 | | 300773 | 拉卡拉 | 美 | 4.82 | 221亿 | 59.94 | | 300085 | 银之杰 | + | 4.28 | 311亿 | ...

南亚新材(688519.SH)今日盘中一度跌4.05%至43.35元，股价创7月29日以来约两周新低。南亚新材公告，公司实际控制人、董事长包秀银因个人资金需求， 计划2025年9月3日至2025年12月2日，通过集中竞价减持不超过218.85万股、大宗交易减持不超过154.75万股，合计不超过373.6万股，占公司总股本1.59%。 监事金建中拟于同期间通过集中竞价减持不超过27万股，占0.12%。(格隆汇) ...

利扬芯片(688135.SH)今日盘中一度跌3.92%至20.84元。利扬芯片公告称，股东张利平计划减持不超过6,086,000股，占公司总股本的2.9979%；瞿昊计划减持 不超过1,600,000股，占公司总股本的0.7881%；卢旭坤计划减持不超过250,000股，占公司总股本的0.1231%；郑朝生计划减持不超过58,000股，占公司总股 本的0.0286%。(格隆汇) ...

飞鹿股份(300665.SZ)现跌5.17%报9.35元，暂成交2亿元，最新市值19.7亿元。飞鹿股份公告称，股东何晓锋、刘雄鹰计划自公告之日起三个交易日后的三个 月内，分别以大宗交易或集中竞价方式减持公司股份不超过3,033,723股(占公司总股本的1.48%)和3,377,576股(占公司总股本的1.65%)。(格隆汇) ...

格隆汇8月12日｜寒武纪(688256.SH)20CM涨停，报848.88元，股价续刷历史新高，成交额达114亿元，市值达3551亿元。 ...

格隆汇8月12日｜8月12日，美团外卖正式启动"堂食提振"计划，首批将向全量会员发放进店消费券。美 团此前已宣布启动小店助力金计划，将为餐饮小店发放最高5万元的助力金。在今年立秋期间，首批助 力金已经送达商家手中。 ...

格隆汇8月12日｜深圳海关昨日透露，深圳盐田港、大铲湾港正成为新能源汽车出口的重要口岸。据统 计，今年前7个月，经盐田港出口新能源汽车11599辆，同比增长75%；经大铲湾港出口新能源汽车1091 辆，同比增长5.3倍。 ...

Market Overview - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.51%, the Shenzhen Component Index by 0.34%, and the ChiNext Index by 0.91% [1] - The North Star 50 Index declined by 0.33% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,101 billion yuan, an increase of 605 billion yuan compared to the previous day [1] - Over 1,800 stocks in the market experienced gains [1] Sector Performance - The gas, port shipping, and brain-computer interface sectors saw significant gains, while the energy metals and military equipment sectors experienced adjustments [1] - In the ETF market, the chip sector surged, with Cambrian Technology rising by 15% [1] - The ETFs related to the chip sector, including the Huatai-PineBridge Science and Technology Chip 50 ETF, increased by 2.76%, while the other two chip ETFs from Guotai and Jiashi rose by 2.71% and 2.7% respectively [1] - Core stocks in the AI hardware sector continued to rise, with Industrial Fulian and several others reaching historical highs [1] - The AI ETFs in the ChiNext, including those from Guotai, Huabao, and Guotai, increased by 2.35%, 2.39%, and 2.25% respectively [1] - The communication equipment sector also saw an upward trend, with the Guotai Communication ETF and the Huaxia 5G Communication ETF rising by 2.5% and 2.05% respectively [1] Declining Sectors - The innovative drug sector experienced a pullback, with the Guotai Innovation Drug ETF declining by 2.7% [1] - The rare metals sector also faced a downturn, with the Rare Metals ETF and another Rare Metals ETF falling by 2.65% and 2.58% respectively [1] - The aerospace and military industry sectors were all in the red, with the Tianhong Aerospace ETF and the Military Industry Leader ETF dropping by 2.1% and 1.93% respectively [1]