| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688448 | 磁容科技 | 41.10 | -5.52% | 6.86万 | 2.91亿 | | 830879 | 基康技术 | 28.70 | -3.82% | 7.55万 | 2.19亿 | | 002248 | 华东数控 | 11.24 | -3.19% | 69.58万 | 7.74亿 | | 603400 | 华之杰 | 62.16 | -3.15% | 4.56万 | 2.83亿 | | 300906 | 日月明 | 36.97 | -3.09% | 8.38万 | 3.06亿 | | 688577 | 新海德曼 | 67.70 | -3.01% | 4.54万 | 3.12亿 | | 688379 | 华光新材 | 49.66 | -2.97% | 9.58万 | 4.79亿 | | 301268 | 铭利达 | 22.05 | -2.09% | 14.24万 | 3.18亿 | | 873570 | 坤博精工 | 42.42 | ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies [36]. Core Insights - The aerospace and drone sectors are highlighted as potential catalysts for investment opportunities [3]. - The military industry sector showed significant performance, with notable stock increases for companies like Xingchen Technology (15.9%) and Tongyi Aerospace (7.0%) [3][17]. - The report emphasizes the ongoing interest in innovative pharmaceuticals, AI hardware technology iterations, and new production capabilities, driven by policy benefits and industrial capital [3]. - The North Exchange is expected to strengthen its investment value due to policy-driven and fundamental improvements as more quality companies list on the exchange [3]. Summary by Sections Market Review - On August 4, the North Exchange A-share trading volume reached 19.81 billion yuan, a decrease of 1.92 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1433.25, up 0.96% [7][15]. - The North Exchange specialized index closed at 2460.21, increasing by 1.42% [7]. Stock Performance - Among the 269 companies on the North Exchange, 158 saw stock price increases, 4 remained flat, and 107 experienced declines [17]. - The top five gainers included Xingchen Technology (15.9%), Tongyi Aerospace (7.0%), and Sanyuan Gene (6.9%) [17][19]. - The top five decliners included Shengtong Valley (-8.5%), Dingjia Precision (-4.9%), and Datang Pharmaceutical (-4.9%) [17][19]. Important News - Significant progress was reported in the development of an AIDS vaccine in China, marking a milestone in the field [20]. - Shanghai's government is promoting the inclusion of more companies in integrated circuits, biomedicine, and artificial intelligence sectors under the "Explorer Program" [21]. Key Company Announcements - Huitong New Materials reported a revenue of 112 million yuan for the first half of 2025, a year-on-year increase of 8.37%, with a net profit of 24 million yuan, up 27.58% [22]. - Guanzhi International announced a revenue of 247 million yuan for the first half of 2025, reflecting a 5.20% year-on-year growth, with a net profit of 46 million yuan, up 7.12% [29].

1. Report Industry Investment Rating - The report maintains an overall optimistic view of the North Exchange market for the whole year, believing that the positioning and development direction of the "specialized, refined, characteristic, and innovative" North Exchange market are highly consistent with the national policy orientation of the "self - controllable" and innovation - driven development strategy [24]. 2. Core Viewpoints of the Report - In July 2025, the North - 50 Index and the North Specialized, Refined, Characteristic, and Innovative Index underperformed major indices such as the ChiNext and STAR Market. However, in the first seven months of 2025, the North - 50 Index rose 37%, outperforming other major indices. The market was weak in July, but some sub - sectors like building decoration and pharmaceutical biology performed well. The market has been in a range - bound consolidation for over two months, and with continuous progress in "high - quality" expansion, code switching of existing stocks, and the issuance of specialized, refined, characteristic, and innovative index funds, the market should gradually turn optimistic. The market may return to the performance - driven mainline, and attention should be paid to high - quality companies with continuous high - growth performance [3][6][24]. 3. Summary by Relevant Catalogs 3.1 Week - view - In July 2025, the North - 50 Index fell 1.68%, and the North Specialized, Refined, Characteristic, and Innovative Index fell 2.70%, underperforming major indices. In the first seven months of 2025, the North - 50 Index rose 37%, far outperforming other major indices, and indices such as the STAR - 200 and CSI 2000 also rose over 20%. In July, sectors such as building decoration and pharmaceutical biology in the North Exchange market had relatively high increases. Only 16 companies had a monthly increase of over 20%, and 6 companies including Hengli Drilling Tools had an increase of over 50%. Compared with June 2025, trading volume, turnover, and turnover rate in July all declined. As of July 31, 2025, the overall price - to - earnings ratio (TTM, excluding negatives) of the North Exchange A - share index reached 51 times, 134% of the ChiNext index and 84% of the STAR Market index [3][6][12]. 3.2 Market Performance - This week, the overall price - to - earnings ratios of the ChiNext, STAR Market, and North Exchange A - shares declined. The North Exchange A - shares' overall PE dropped from 52.17X to 50.92X. In terms of liquidity, the daily average trading volume of North Exchange A - shares this week was 257 billion yuan, a 17% decrease from last week. The daily average turnover rate of North Exchange A - shares dropped to 5.94%, a decrease of 1.1 percentage points from last week. The North - 50 Index fell 2.70% this week, and major indices such as the CSI 300, STAR - 50, and ChiNext also declined [26][27]. 3.3 New Stock Listings - From January 1, 2024, to August 1, 2025, 30 new companies were listed on the North Exchange. From July 28 to August 1, 2025, 1 new company, Dingjia Precision, was listed. From January 1, 2023, to August 1, 2025, the average issue price - to - earnings ratio of 107 listed companies was 16.20X, and the median was 15.86X. The average first - day increase was 111%, and the median was 51% [32][35]. 3.4 New Stock IPOs - From July 28 to August 1, 2025, 2 companies, Aomisen and Sanxie Electric, updated their review status to registration; 1 company, Yangtze River Energy Technology, updated its status to passing the listing committee meeting; 22 companies updated their status to being under inquiry. Next week, the North Exchange will review the IPO applications of 2 companies, Zhongcheng Consulting and Nante Technology [41].

Market Overview - On July 30, the North Exchange A-shares trading volume reached CNY 27.01 billion, an increase of CNY 0.59 billion from the previous trading day[1] - The North Exchange 50 Index closed at 1439.64, down 1.75%, with a PE_TTM of 67.33 times[1] - The North Exchange Specialized and New Index closed at 2459.66, down 1.57%[1] Stock Performance - Out of 268 companies on the North Exchange, 81 rose, 4 remained flat, and 183 fell[1] - The top five gainers were: Yun Chuang Data (28.1%), Ke Li Co. (9.6%), Knight Dairy (9.3%), Fang Yi Pharmaceutical (9.2%), and Da Yu Biological (7.6%)[1] - The top five losers were: Ji Kang Instruments (-12.0%), Wu Xin Tunnel Equipment (-8.7%), Tie Tuo Machinery (-8.1%), Hui Tong New Materials (-7.0%), and Na Ke Nuo Er (-5.7%)[1] Investment Insights - Market focus was on themes such as innovative drugs, AI hardware, and military industry, with notable performance in these sectors[3] - The innovative drug sector showed increased activity due to policy support from the National Medical Insurance Administration[3] - The macro policy direction from the Central Political Bureau meeting supports long-term capital investment in specialized and new enterprises, indicating potential structural opportunities for growth-oriented companies[3] Risk Factors - Potential risks include policy regulatory risks, North Exchange policies falling short of expectations, and intensified industry competition[3]

Investment Rating - The report suggests a focus on sectors such as innovative pharmaceuticals, AI hardware, and childcare subsidies, indicating a positive outlook for these areas [4][18]. Core Insights - The market is experiencing a rebound, with the North Exchange A-share trading volume reaching 26.42 billion yuan, an increase of 2.19 billion yuan from the previous trading day. The North Exchange 50 Index closed at 1465.32, up 0.68%, with a PE_TTM of 68.41 times [2][8]. - The report highlights strong performance in the innovative pharmaceutical sector, driven by national childcare subsidy policies and industry R&D advancements, with companies like Sanmian Gene seeing a rise of over 20% [4][15]. - The report anticipates a mixed market in the short term but expects resilience in the medium to long term due to policy dividends and industrial upgrades [4]. Summary by Sections Market Review - On July 29, the North Exchange A-share trading volume was 26.42 billion yuan, with 268 companies listed. Among these, 98 companies rose, 8 remained flat, and 162 fell [2][15]. - The top five gainers included Sanmian Gene (20.80%), Jikang Instrument (20.40%), and Huaitong New Materials (14.20%) [15][17]. Important News - The establishment of the third state-owned automobile enterprise, China Chang'an Automobile Group, aims to enhance the development of intelligent connected new energy vehicles [18]. - The report also mentions the establishment of a new semiconductor photomask company in Anhui, which will focus on producing photomasks for 28nm and above process nodes [19]. Key Company Announcements - Yintu Network received 10 software copyright registration certificates from the National Copyright Administration [3][24]. - Zhongcheng Technology signed a cooperation agreement with China Mobile for a big data cloud platform service project worth 50.52 million yuan [3][20]. - Sanmian Gene announced the approval of a new drug, recombinant human interferon α1b spray, by the National Medical Products Administration [3][22].

证券之星消息，7月30日通用设备板块较上一交易日下跌1.13%，基康技术领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300885 | 海昌新材 | 23.35 | 13.85% | 52.36万 | | 11.46亿 | | 002931 | 锋龙股份 | 17.34 | 10.03% | 16.80万 | | 2.84亿 | | 688448 | 磁合科技 | 35.48 | 8.30% | 0 6.70万 | | 2.29亿 | | 300157 | 新锦动力 | 5.22 | 8.07% | 177.12万 | | 9.14亿 | | 688610 | 埃科光电 | 48.52 | 6.73% | 2.52万 | | 1.20亿 | | 300946 | 恒而达 | 53.24 | 6.16% | 7.30万 | | 3.80亿 | | ...

（记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 每经讯，2025年7月29日，北交所上市公司基康技术（830879，收盘价：37.66元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日收盘价涨幅达到20.36%，成交数量2420.27万股，成交金额8.18亿元。买一席位为东方财富证券股份有限公司拉萨团结路 第二证券营业部，买入1849.6万元；卖一席位为东方财富证券股份有限公司拉萨团结路第二证券营业部，卖出1549.19万元。 | 2025-07-29基康技术 (830879) 龙虎榜 | | | | --- | --- | --- | | 交易营业部名称 序号 | 买入金额(元) | 卖出金额(元) | | ਜੇਟ ਹ 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 18496007.26 | 15491914.47 | | 买2 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 17632690.49 | 12464035.13 | | 址3 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 12372597.18 | 8 ...

（原标题：基康技术7月29日龙虎榜数据） 基康技术（830879）今日上涨20.36%，全天换手率17.95%，成交额8.18亿元，振幅26.13%。龙虎榜数据显示，营业部席位合计净卖出208.32万 元。 北交所公开信息显示，当日该股因日涨跌幅达到20.36%上榜，营业部席位合计净卖出208.32万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.35亿元，其中，买入成交额为6623.01万元，卖出成交额为6831.33万元，合计净 卖出208.32万元。 (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 近五日涨跌：4.37% 市盈率：62.36倍 资金流向：最新份额为9.7亿份，减少了600.0万份，主力资金净 流入234.7万元。 基康技术7月29日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 1849.60 | 1549.19 | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 1763 ...

Market Performance - The general equipment sector increased by 0.19% on July 29, with Jikang Technology leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Top Gainers - Jikang Technology (code: 830879) closed at 37.66, up 20.36% with a trading volume of 242,000 shares and a transaction value of 818 million [1] - Haichang New Materials (code: 300885) closed at 20.51, up 20.01% with a trading volume of 291,100 shares and a transaction value of 553 million [1] - Hexin Instruments (code: 688622) closed at 96.02, up 20.00% with a trading volume of 28,600 shares and a transaction value of 258 million [1] Top Losers - Lilang New Materials (code: 836807) closed at 19.90, down 3.86% with a trading volume of 174,000 shares and a transaction value of 350 million [2] - Kaile Shares (code: 301070) closed at 44.36, down 3.57% with a trading volume of 61,000 shares and a transaction value of 271 million [2] - Chuanrun Shares (code: 002272) closed at 11.30, down 3.50% with a trading volume of 538,100 shares and a transaction value of 610 million [2] Capital Flow - The general equipment sector experienced a net outflow of 1.245 billion from institutional investors and a net outflow of 184 million from speculative funds, while retail investors saw a net inflow of 1.429 billion [2] - Specific stocks like Haichang New Materials had a net inflow of 862.55 million from institutional investors, while it faced a net outflow of 501.02 million from speculative funds [3]

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Viewpoints - The low-altitude economy is developing well, with strong support from government policies, particularly in emergency equipment and low-altitude applications [3][4] - The mechanical equipment sector is expected to maintain steady growth, driven by competitive advantages in exports and domestic demand [4] Weekly Market Review - From July 20 to July 25, 2025, the Shanghai Composite Index rose by 1.67%, the Shenzhen Component Index by 2.33%, and the ChiNext Index by 2.76%. The Shenwan Mechanical Equipment Index increased by 2.56%, outperforming the CSI 300 Index by 0.86 percentage points, ranking 16th among 31 Shenwan primary industries [12][14] - Sub-sectors such as general equipment, specialized equipment, rail transit equipment II, engineering machinery, and automation equipment saw respective increases of 2.32%, 1.98%, 3.02%, 5.34%, and 1.48% [12][15] Key Sector Tracking - The low-altitude economy sector is bolstered by various government initiatives, including the "Three-Year Action Plan for High-Quality Development of Emergency Equipment Industry in Hunan Province (2025-2027)", aiming for an industry revenue exceeding 100 billion yuan by 2027 [3][25] - The mechanical equipment sector is supported by a recent trade agreement between the US and Japan, which is expected to enhance the competitive position of domestic leading enterprises [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, Huasheng Group, and Nairui Radar [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Huazhong CNC and Kede CNC for industrial mother machines [5]