证券之星消息，7月31日饮料乳品板块较上一交易日下跌2.14%，骑士乳业领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。饮料乳品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) | | --- | --- | --- | --- | --- | --- | | 001318 | 旧光乳业 | 18.14 | 10.01% | 52.14万 | 9.24亿 | | 002570 | 贝因美 | 7.65 | 3.52% | 498.92万 | 38.51亿 | | 605337 | 李子园 | 12.96 | -1.14% | 11.08万 | 1.44亿 | | 600887 | 伊利股份 | 27.41 | -1.69% | 52.86万 | 14.54亿 | | 605300 | 佳木食品 | 13.61 | -1.73% | 2.97万 | 4071.48万 | | 605179 | 一鸣食品 | 19.96 | -1.82% | 4.33万 | 8685.17万 | | 600189 | 泉阳 ...

Market Overview - On July 31, the A-share market closed with the Shanghai Composite Index at 3573.21, down 1.18%, and the Shenzhen Component Index at 11009.77, down 1.73% [1] Top Stocks Performance - Among the top 10 stocks by trading volume on the Beijing Stock Exchange, 5 stocks experienced price increases, with an average increase of 102.09%. N Dingjia (920005) led with a trading volume of 1.06 billion yuan and a price increase of 479.12% [1][2] - The other stocks in the top 10 included Hengli Drilling Tools (836942) with a decrease of 11.39%, Wuxin Suizhuang (835174) down 7.19%, and Parallel Technology (839493) up 1.73% [2] Capital Flow Analysis - In terms of capital flow, 5 out of the top 10 stocks showed net inflows of main funds, indicating positive investor sentiment towards these stocks [1]

Core Viewpoint - Recent trading data indicates that Qishi Dairy has seen a modest increase in financing activities, suggesting a potential interest from investors in the company. Group 1: Financing Activities - On July 30, Qishi Dairy recorded a financing buy amount of 0.14 billion, ranking 1168th in the market, with a financing repayment amount of 0.10 billion, resulting in a net buy of 3.654 million [1] - Over the last three trading days (July 28-30), Qishi Dairy received financing buys of 0.12 billion, 0.10 billion, and 0.14 billion respectively [2] Group 2: Securities Lending - On the same day, Qishi Dairy had no shares sold short, resulting in a net short sale of 0.00 shares [3]

Group 1 - Knight Dairy, listed on the Beijing Stock Exchange, experienced a significant trading day on July 30, 2025, with a turnover rate of 33.97% [1] - The total trading volume reached 48.3075 million shares, with a total transaction value of 580 million yuan [1] - The top buying seat was from Dongfang Caifu Securities, which purchased shares worth 9.5858 million yuan, while the top selling seat was from Everbright Securities, selling shares worth 13.232 million yuan [1]

（wind） 7月30日，多支乳业股大涨。截至发稿，贝因美涨停，股价升至7.39元/股。阳光乳业涨停，股价升至 16.49元/股。骑士乳业涨幅9.71%，股价12.77元/股。 ...

骑士乳业(832786)今日上涨9.28%，全天换手率33.97%，成交额5.80亿元，振幅19.57%。龙虎榜数据显 示，机构净买入37.26万元，营业部席位合计净卖出249.73万元。 近半年该股累计上榜龙虎榜17次，上榜次日股价平均跌0.10%，上榜后5日平均跌5.48%。（数据宝） 骑士乳业7月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 958.58 | 638.66 | | 买二 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 829.05 | 453.28 | | 买三 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 782.93 | 527.29 | | 买四 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 779.36 | 673.39 | | 买五 | 机构专用 | 711.45 | 674.19 | | 卖一 | 光大证券股份有限公司昆明人民中路营业部 | ...

7月30日，骑士乳业上涨9.28%登上龙虎榜，日换手率达20%，一线游资买入。 龙虎榜显示，买入前五合计买入4749.98万元，卖出前五合计卖出4962.45万元，净额-212.48万元。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 东方财富证券股份有限公司拉萨团结路第一 证券营业部 958.58 638.66 319.93 东方财富证券股份有限公司拉萨东环路第一证券营业部 829.05 453.28 375.78 东方财富证券股份有限公司拉萨金融城南环路证券营业部 782.93 527.29 255.64 东方财富证券股 份有限公司拉萨东环路第二证券营业部 779.36 673.39 105.97 机构专用 711.45 674.19 37.26 卖出金额最大 的前5名营业部 买入额/万 卖出额/万 净额/万 光大证券股份有限公司昆明人民中路营业部 0.70 1323.20 -1322.5 机构专用 711.45 674.19 37.26 东方财富证券股份有限公司拉萨东环路第二证券营业部 779.36 673.39 105.97 东方财富证券股份有限公司拉萨团结路第二证券营业部 687.9 ...

Core Viewpoint - The A-share dairy sector experienced a short-term surge, with significant stock price increases for several companies, indicating positive market sentiment in the industry [1] Company Summaries - Beiyinmei reached a trading limit, reflecting strong investor interest and confidence in its performance [1] - Sunshine Dairy also hit the trading limit, suggesting a similar positive outlook among investors [1] - Other companies such as Knight Dairy, Panda Dairy, Western Pastoral, and Maiqu'er also saw price increases, indicating a broader rally in the dairy sector [1]

Group 1 - A-share dairy stocks experienced a short-term surge, with Beiningmei hitting the daily limit up [1] - Sunshine Dairy previously reached the daily limit up, while Knight Dairy rose over 9% [1] - Other companies such as Western Pastoral and Qiaqia Food also saw increases [1]

具体到个股来看，融资余额出现增长的股票有2008只，占比54.11%，其中，399股融资余额增幅超过5% 。融资余额增幅最大的是天润科技，该股最新融资余额982.92万元，较前一交易日增幅达101.72%；股 价表现上，该股当日下跌2.58%，表现弱于沪指；融资余额增幅较多的还有太湖雪、汇隆活塞，融资余 额增幅分别为82.42%、61.53%。 融资余额增幅前20只个股中，从市场表现来看，平均上涨1.18%，涨幅居前的有天承科技、芯碁微装、 广立微，涨幅分别为12.32%、10.47%、7.78%。跌幅居前的有仁度生物、三诺生物、盐津铺子，跌幅分 别为7.62%、6.62%、6.22%。 7月29日沪指上涨0.33%，市场两融余额为19826.41亿元，较前一交易日增加156.08亿元。 证券时报·数据宝统计显示，截至7月29日，沪市两融余额10108.05亿元，较前一交易日增加111.77亿 元；深市两融余额9655.02亿元，较前一交易日增加43.85亿元；北交所两融余额63.34亿元，较前一交易 日增加0.46亿元；深沪北两融余额合计19826.41亿元，较前一交易日增加156.08亿元。 分行业看，申 ...