乌克兰总统泽连斯基：俄罗斯在7月份使用了超过3800架无人机和近260枚导弹袭击乌克兰。 ...

国邦医药（605507）公告，截至2025年7月31日，公司通过集中竞价交易方式累计回购股份537.53万 股，占公司总股本的比例为0.96%，成交的最高价为19.88元/股，最低价为18.61元/股，已支付的总金额 为1.03亿元(不含交易费用)。此次回购资金总额在1亿元至2亿元之间，回购价格不超过25元/股，回购期 限为2025年3月11日至2026年3月10日。 ...

开开实业（600272）公告，公司拟通过上海联合产权交易所公开挂牌转让所持有的南京天石软件技术有 限公司11.11%股权，转让底价不低于1741.23万元。本次交易不构成关联交易，也不构成重大资产重 组。本次交易已经公司第十届董事会第二十七次会议审议通过，无需提交公司股东会审议，交易实施不 存在重大法律障碍。本次交易尚未签署相关协议，为保证本次股权转让事项的依法合规进行，公司将按 国有资产管理规定履行相关审批程序后方可实施，尚存在不确定性。本次交易通过上海联合产权交易所 公开挂牌方式进行，能否成交存在不确定性，敬请广大投资者注意投资风险。 ...

德国7月制造业PMI终值49.1，预期49.2，前值49.2。 ...

据俄罗斯紧急情况部当地时间8月1日消息，位于北高加索地区的卡巴尔达-巴尔卡尔共和国西南部城市 特尔内奥兹附近的山体从7月31日起发生泥石流，大量泥浆溢出泄洪通道，导致部分基础设施受损。特 尔内奥兹市所在的厄尔布鲁士区已宣布进入区域性紧急状态，并开始疏散泥石流风险地区附近居民。 (央视新闻) ...

8月1日，极氪科技公布7月销量44193台，同比增长20%，环比增长3%，同环比双增长，连续五个月月 销超4万台。全球用户突破200万。其中，极氪品牌7月销量16977台，领克品牌7月销量27216台。 ...

Core Insights - The marine economy has shown resilience and a positive development trend despite a complex and changing external environment, with a total marine production value of 5.1 trillion yuan in the first half of the year, representing a year-on-year growth of 5.8% [1] Industry Summary - The marine economy's total production value reached 5.1 trillion yuan in the first half of the year [1] - The year-on-year growth rate of the marine economy is 5.8% [1]

智通财经8月1日电，法国7月制造业PMI终值为48.2，预期48.4，前值48.4。 ...

Group 1 - The core viewpoint is that China's software industry has shown significant growth in the first half of the year, with a revenue of 70,585 billion yuan, representing a year-on-year increase of 11.9% [1] - The total profit of the software industry reached 8,581 billion yuan, marking a year-on-year growth of 12.0% [1] - Software exports amounted to 28.3 billion USD, which is a year-on-year increase of 5.3% [1]

Group 1 - The core viewpoint of the articles indicates that the advancement rate of consecutive limit-up stocks is below 20%, with a notable rise in AI application stocks in the afternoon session [1] - A total of 40 stocks hit the daily limit, with 11 consecutive limit-up stocks, and only 2 stocks achieved three consecutive limit-ups or more, resulting in an advancement rate of 18.18% [1] - The market saw a decline in consecutive limit-up stocks, with all five stocks that had three consecutive limit-ups or more breaking their limits, leading to a decrease in the market's limit-up height to three [1] Group 2 - AI application stocks showed significant performance in the afternoon, with stocks like Global Printing and Qidi Design achieving consecutive limit-ups, while Dingjie Smart and Wanxing Technology rose over 10% [1] - The pharmaceutical sector remained strong, with stocks like Qizheng Tibetan Medicine achieving three consecutive limit-ups, and others like Asia-Pacific Pharmaceutical and Anglikang showing consistent upward trends [1] - Specific stocks such as Qizheng Tibetan Medicine (in the innovative drug sector) and Guizhou Bailin (also in innovative drugs) demonstrated notable advancement rates of 33% and 28% respectively [2]