Market Overview - The Shanghai Composite Index fell by 1.18% on July 31, with only 2 sectors rising, namely Computer and Communication, which increased by 0.39% and 0.06% respectively. The sectors with the largest declines were Steel and Non-ferrous Metals, down by 4.08% and 3.19% respectively. The Electric Equipment sector also saw a decline of 2.41% [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 56.934 billion yuan, with only 3 sectors seeing net inflows: Computer sector with 3.869 billion yuan, Banking sector with 1.702 billion yuan, and Media sector with 222 million yuan. In contrast, 28 sectors faced net outflows, with Non-ferrous Metals leading at 7.944 billion yuan, followed by Non-bank Financials at 7.660 billion yuan [1] Electric Equipment Sector Performance - The Electric Equipment sector declined by 2.41%, with a total net outflow of 6.922 billion yuan. Out of 359 stocks in this sector, 60 stocks rose, including 3 that hit the daily limit. Conversely, 296 stocks fell. Notably, 84 stocks in this sector saw net inflows, with 6 stocks exceeding 100 million yuan in net inflow, led by Nord Shares with 796 million yuan [2] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Nord Shares (600110) with a rise of 10.02% and a net inflow of 796.38 million yuan - Good Faith Shares (002706) with a rise of 10.05% and a net inflow of 163.41 million yuan - Defu Technology (301511) with a rise of 1.50% and a net inflow of 153.37 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Ningde Times (300750) with a decline of 4.50% and a net outflow of 1.591 billion yuan - Electric Wind Power (688660) with a decline of 16.61% and a net outflow of 340.04 million yuan - Tongwei Shares (600438) with a decline of 6.50% and a net outflow of 337.80 million yuan [4]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300750 | 宁德时代 | 264.62 | -4.50% | 44.71万 | 120.89亿 | | 833914 | 远航精密 | 27.00 | -4.29% | 4.72万 | 1.30亿 | | 300014 | 亿纬锂能 | 44.28 | -3.72% | 37.15万 | 16.75亿 | | 688275 | 万润新能 | 41.32 | -3.35% | 2.96万 | 1.24亿 | | 002709 | 天赐材料 | 18.89 | -3.18% | 38.14万 | 7.29 Z | | 688499 | 利元亨 | 52.29 | -2.95% | 14.51万 | 7.70亿 | | 002340 | 格林美 | 6.45 | -2.86% | 107.55万 | 7.00亿 | | 688707 | 振华新材 | 13.75 | -2.83% | 10.88万 | 1.52亿 | | 300769 | 德方纳米 ...

格隆汇7月31日丨诺德股份(600110.SH)在投资者互动平台表示，目前公司开发的新一代HVLP铜箔已通 过多家行业头部PCB厂商的认证，并将应用于AI服务器、人形机器人控制模块等高端场景。胜宏科技作 为国内领先的PCB企业，是行业核心客户之一。HVLP产品订单将随AI算力设备、机器人等终端需求的 放量而逐步增长，公司将持续深化与包括头部PCB企业在内的客户合作。 ...

作者：金股通 截至7月31日收盘回顾，主力资金流入前20的股票分别为：三六零（11.33亿元）、易点天下（8.89亿 元）、用友网络（8.81亿元）、诺德股份（8.05亿元）、神州数码（7.60亿元）、天风证券（7.20亿 元）、长城军工（6.84亿元）、剑桥科技（6.81亿元）、拓维信息（6.16亿元）、寒武纪U（5.79亿 元）、利欧股份（5.47亿元）、XD工业富（5.43亿元）、浪潮信息（5.03亿元）、长盈精密（4.92亿 元）、川润股份（4.51亿元）、南兴股份（4.20亿元）、安科生物（4.03亿元）、农业银行（3.73亿 元）、昆仑万维（3.65亿元）、华胜天成（2.85亿元）。 本文源自：金融界 ...

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of July 31, with Tianfeng Securities leading at 787 million yuan [1] Group 1: Capital Inflow - Tianfeng Securities received an inflow of 787 million yuan [1] - Nord Shares followed with an inflow of 743 million yuan [1] - Yidian Tianxia attracted 700 million yuan in capital [1] - Yongyou Network saw an inflow of 679 million yuan [1] - 360 Technology had an inflow of 668 million yuan [1] - Cambridge Technology received 645 million yuan [1] - Inspur Information attracted 603 million yuan [1] - XD Industrial Wealth saw an inflow of 590 million yuan [1] - Leo Holdings received 566 million yuan [1] - Changying Precision attracted 514 million yuan [1] - Tianfu Communication saw an inflow of 432 million yuan [1] - Cambrian AI received 415 million yuan [1] - Great Wall Military Industry attracted 405 million yuan [1] - Nanxing Shares saw an inflow of 338 million yuan [1] - Kunlun Wanwei received 303 million yuan [1] - Zhongji Xuchuang attracted 299 million yuan [1] - Shenghong Technology saw an inflow of 294 million yuan [1] - Hengbao Shares received 292 million yuan [1] - BlueFocus Communication attracted 271 million yuan [1] - Jiechang Drive saw an inflow of 249 million yuan [1]

Group 1 - As of July 30, 2025, Nord shares closed at 5.69 yuan, down 0.21 yuan, representing a decline of 3.56% from the previous trading day [1] - The trading volume on that day was 1.6536 million hands, with a total transaction value of 950 million yuan [1] - Nord operates in sectors including batteries, Jilin region, venture capital, and new materials, primarily focusing on the research, production, and sales of lithium battery copper foil [1] Group 2 - The company has stated on its interactive platform that it has mastered core technologies such as additive formulations and processes, and is planning high-end copper foil production capacity [1] - Current equipment and technology can meet the supply demand for HVLP copper foil, which features extremely low surface roughness, suitable for ultra-high-speed applications like 5G communications and AI servers [1] - On July 30, 2025, the net outflow of main funds for Nord was 79.9676 million yuan, accounting for 0.81% of the circulating market value [1]

Core Viewpoint - Nord Co., Ltd. (600110) has confirmed its mastery of core technologies related to additive formulations and processes, and is planning high-end copper foil production capacity at its existing production bases [1] Group 1: Company Insights - The company has the capability to meet the supply demands for High Voltage Low Profile (HVLP) products with its current equipment and technology [1] - The core advantage of HVLP over standard electronic circuit copper foil (such as HTE) is its extremely low surface roughness (Rz < 1.5μm), which significantly reduces high-frequency signal transmission losses [1] Group 2: Industry Applications - HVLP is suitable for ultra-high-speed scenarios, including 5G communications and AI servers [1]

格隆汇7月30日丨诺德股份(600110.SH)在投资者互动平台表示，公司掌握添加剂配方与工艺等核心技 术，并在现有的生产基地规划高端铜箔产能。当前设备与技术可满足HVLP供货需求。 ...

Group 1 - The company primarily engages in the research, production, and sales of lithium battery copper foil, which is widely used in electric vehicles, 3C digital products, and energy storage systems [2] - The company's lithium battery copper foil products serve as a key material for lithium batteries, indicating their importance in various applications [2] - The company's products are also utilized in AI hardware devices such as drones, robots, and smart terminals, highlighting their role as essential materials in the AI industry chain [2]

Core Viewpoint - The company Nord shares (600110.SH) confirmed that the research and development progress of HVLP copper foil is on track, with future updates to be provided through official announcements [1] Company Summary - The company is actively engaged in the research and development of HVLP copper foil, indicating a commitment to innovation and product development [1]