每经讯，2025年7月31日，北交所上市公司*ST云创（835305，收盘价：19.24元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到27.38%，成交数量2220.7万股，成交金额4.21亿元。买一席位为东方财富证券股份有限公司拉萨团结路第一证 券营业部，买入668.63万元；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563.78万元。 （记者 张喜威） 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 ...

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]

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]

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。 （记者 胡玲） 每经讯，2025年7月30日，北交所上市公司*ST云创（835305，收盘价：18.08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28.14%，成交数量1821.74万股，成交金额3亿元。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473.32万元；卖一席位为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，卖出438.55万元。 | | 2025-07-30*ST云创(835305) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 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 | 4733213.22 | 1866790.44 | | 址2 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 4636425.3 | 2558398.99 | | 买3 | 金元证券股份有限公司成都鹭岛路营业部 | 4194226.48 | 0 | | द ...

*ST云创(835305)今日上涨28.14%，全天换手率22.46%，成交额3.00亿元，振幅29.90%。龙虎榜数据显 示，营业部席位合计净买入433.92万元。 北交所公开信息显示，当日该股因日涨跌幅达到28.14%上榜，营业部席位合计净买入433.92万元。 近半年该股累计上榜龙虎榜12次，上榜次日股价平均跌0.28%，上榜后5日平均涨12.74%。（数据宝） *ST云创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二证券营业部 | 473.32 | 186.68 | | 买二 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 463.64 | 255.84 | | 买三 | 金元证券股份有限公司成都鹭岛路营业部 | 419.42 | 0.00 | | 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 | 375.99 | 208.63 | | 买五 | 华泰证券股份有限公司麻城融辉路证券营业部 | ...

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].

Market Overview - The Shanghai Composite Index closed at 3615.72 points, above the five-day moving average, with a change of 0.17% [1] - The total trading volume of A-shares reached 1,870.976 billion yuan [1] Stocks Breaking the Five-Day Moving Average - A total of 370 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Shiyan Institute (设研院) with a deviation rate of 15.41% and a daily increase of 20.00% [2] - *ST Yun Chuang (*ST云创) with a deviation rate of 12.66% and a daily increase of 28.14% [2] - Zhenan Technology (震安科技) with a deviation rate of 9.13% and a daily increase of 11.29% [2] - Other stocks with smaller deviation rates include: - Guoyao Co. (国药股份), Jintour Environment (劲旅环境), and Triangle Tire (三角轮胎), which have just crossed the five-day moving average [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Shiyan Institute (300732): Latest price 10.62 yuan, five-day moving average 9.20 yuan, turnover rate 19.58% [2] - *ST Yun Chuang (835305): Latest price 18.08 yuan, five-day moving average 16.05 yuan, turnover rate 22.46% [2] - Zhenan Technology (300767): Latest price 15.18 yuan, five-day moving average 13.91 yuan, turnover rate 18.77% [2] - Additional stocks with significant performance include: - *ST Tianwei (688511): Latest price 20.59 yuan, five-day moving average 19.14 yuan, daily increase of 10.34% [2] - Shenma Electric (603530): Latest price 29.23 yuan, five-day moving average 27.21 yuan, daily increase of 10.01% [2]

Investment Rating - The report does not explicitly provide an investment rating for the industry, but it suggests focusing on sectors with technological scarcity and high financial growth potential, particularly in solid-state batteries, AI hardware, and fertility subsidies [3][19]. Core Insights - The market experienced fluctuations with a notable decrease in trading volume, where the North Exchange A-share trading amount reached 24.24 billion, down by 4.23 billion from the previous trading day [1][7]. - The report highlights the importance of monitoring sectors such as solid-state batteries and AI hardware, which are expected to benefit from recent developments and policy support [3][19]. - The upcoming earnings reports are anticipated to drive structural market trends, with a focus on companies showing high growth potential [3][19]. Summary by Sections Market Review - On July 28, the North Exchange A-share trading volume was 24.24 billion, a decrease of 4.23 billion from the previous day, with the North Exchange 50 Index closing at 1455.37, down 0.25% [1][7]. - Among 268 companies listed, 153 saw an increase in stock prices, while 106 experienced declines, indicating a mixed market performance [1][16]. Important News - The Ministry of Industry and Information Technology emphasized the need to consolidate the results of the comprehensive rectification of the new energy vehicle industry and strengthen governance in the photovoltaic sector [19]. - The State Administration for Market Regulation announced measures to combat low-quality and low-price competition among enterprises [20]. Key Company Announcements - Zizhong Temple announced plans to use up to 290 million yuan of idle funds for low-risk short-term financial products to enhance capital efficiency [21]. - Kairun Intelligent Control received a termination notice from the North Exchange regarding its application for a specific stock issuance [22]. - Dadi Electric announced the establishment of a wholly-owned subsidiary in Anhui Province with a registered capital of 50 million yuan to enhance production capacity [23].

Investment Rating - The industry is rated as "Overweight," indicating an expected increase in performance exceeding the market benchmark by over 10% in the next 6-12 months [31]. Core Insights - The weekly average trading volume on the North Exchange reached 31.08 billion yuan, a 42.4% increase compared to the previous week, with the North Exchange 50 index rising by 2.85% [5][12]. - Key stocks that performed well included Hengli Drilling Tools (up 184.1%), Tietuo Machinery (up 64.9%), and Jikang Instruments (up 51.1%) [12][15]. - Significant news includes a record-breaking humanoid robot project by UBTECH worth 90.51 million yuan and the commencement of a 1.2 trillion yuan hydropower project in Tibet [14][16]. Summary by Sections Market Overview - The North Exchange's average daily trading volume was 31.08 billion yuan, reflecting a 42.4% week-on-week increase, with a daily turnover rate of 3.3% [5][6]. - The North Exchange 50 index saw a weekly increase of 2.85% [5]. Key News and Policies - A humanoid robot project by UBTECH set a global record with a contract worth 90.51 million yuan, with plans to deliver 500 units within the year [14]. - The 1.2 trillion yuan hydropower project on the Yarlung Tsangpo River has officially commenced, expected to boost the infrastructure sector [16]. Core Driving Factors - Regulatory deepening and institutional optimization are progressing alongside the World Artificial Intelligence Conference (WAIC), which showcased advancements in AI and robotics [26]. - The infrastructure sector is gaining momentum due to the Yarlung Tsangpo project, with increased activity in related industries [27]. - Market sentiment is improving with a return of liquidity, although volatility remains low [28]. Investment Recommendations and Strategies - Focus on sectors aligned with new productive forces, such as AI, commercial aerospace, and new energy equipment, prioritizing companies with technological barriers and scarce products in the A-share market [29]. - Emphasize growth companies with revenue and profit growth exceeding 20% and R&D intensity above 5%, while avoiding high-valuation sectors lacking performance support [29]. - Monitor event-driven catalysts, including project announcements and mergers, which may disrupt the current low-volatility environment [29].

Group 1 - The company *ST Yun Chuang announced an investment of 510,000 RMB to establish a subsidiary, Beijing Yun Qi Zhi Xue Education Technology Co., Ltd., focusing on technology services and software development, aligning with its strategic development goals [2] - The subsidiary has received its business license from the Beijing Fengtai District Market Supervision Administration, and this investment is not expected to adversely affect the company's financial status or operational results [2] - *ST Yun Chuang was established on March 18, 2011, with a registered capital of 1,323.76125 million RMB, and its main business includes the development, operation, and sales of big data information intelligent storage processing technology products and related services [2] Group 2 - The company's revenue for 2022 to 2024 is projected to be 375 million RMB, 296 million RMB, and 50.4 million RMB, reflecting year-on-year declines of 21.33%, 21.15%, and 82.95% respectively [3] - The net profit attributable to the parent company for the same period is expected to be -14.82 million RMB, -60.12 million RMB, and -174 million RMB, with year-on-year changes of -122.54%, -306.16%, and -189.56% respectively [3] - The company's asset-liability ratios for the years 2022 to 2024 are 32.09%, 29.42%, and 29.34% [3]