本文源自：金融界 作者：金股通 | 截至8月14日午间收盘，主力资金流出前20的股票分别为：长城军工（-13.09亿元）、中国长城（-13.05 | | --- | | 亿元）、航天科技（-7.20亿元）、内蒙一机（-6.05亿元）、海立股份（-5.98亿元）、东山精密（-5.76 | | 亿元）、工业富联（-4.80亿元）、光库科技（-4.55亿元）、吉视传媒（-4.50亿元）、杭钢股份（-4.23 | | 亿元）、福日电子（-4.19亿元）、沪电股份（-3.99亿元）、东方精工（-3.92亿元）、中际旭创（-3.91 | | 亿元）、中兵红箭（-3.91亿元）、上海电气（-3.89亿元）、天齐锂业（-3.85亿元）、每日互动（-3.83 | | 亿元）、北纬科技（-3.79亿元）、张江高科（-3.61亿元）。 | ...

Core Viewpoint - The computing power sector has experienced a significant surge, driven by factors such as relaxed sales policies from Nvidia, increased capital expenditures from North American cloud providers, and a growing demand for AI models, making it a prominent investment theme in the A-share market [1][5][6]. Group 1: Market Performance - The computing power sector saw a notable rise on August 13, 2025, with key stocks like Cambricon, Industrial Fulian, and leading optical module companies reaching new highs [1]. - Cambricon's stock peaked at 868 CNY, closing at 860 CNY, with a market capitalization of 359.8 billion CNY [1]. - Industrial Fulian's stock hit a record high of 43.68 CNY, with a single-day trading volume exceeding 10 billion CNY, reflecting strong market interest in AI server leaders [1]. Group 2: Subsector Highlights - The optical module sector also performed well, with stocks like NewEase and Zhongji Xuchuang rising significantly, with NewEase increasing by 15.55% to 236.56 CNY and Zhongji Xuchuang by 11.66% to 252 CNY [2]. - The computing power leasing concept gained traction, with stocks like Hangang Co. hitting the daily limit and other related stocks also seeing substantial gains [2]. - Liquid cooling technology, essential for computing infrastructure, attracted significant investment, with multiple stocks rising over 12% [2]. Group 3: Driving Factors - Nvidia's potential easing of sales policies to China has provided a boost to the computing power sector [5]. - North American cloud providers have reported a substantial increase in capital expenditures, with a total of 159.38 billion USD expected in the first half of 2025, marking a 24.4% year-on-year increase [5]. - The release of major AI models, including OpenAI's GPT-5, has intensified the demand for computing power, prompting companies to secure resources to remain competitive [6]. - Domestic advancements in the computing power supply chain, such as Huawei's upcoming AISSD technology, have also contributed to the sector's growth [6]. Group 4: Future Outlook - Analysts are optimistic about the performance of leading companies in the sector, with significant profit growth expected for several firms, including Huafeng Technology with a projected net profit increase of 1479% [7].

从申万一级行业来看，今日有16个行业特大单资金净流入，非银金融特大单净流入规模居首，净流入资 金37.27亿元，该行业指数今日上涨1.13%，其次是汽车，今日上涨1.23%，净流入资金为30.36亿元，净 流入资金居前的还有通信、机械设备等行业。 特大单资金净流出的行业共有15个，净流出资金最多的是银行，特大单净流出资金20.13亿元，其次是 食品饮料，特大单净流出资金8.96亿元，净流出资金居前的还有纺织服饰、建筑装饰等行业。 具体到个股来看，52股特大单净流入超2亿元，东方财富特大单净流入21.55亿元，净流入资金规模居 首；杭钢股份特大单净流入资金11.76亿元，位列第二；净流入资金居前的还有中国长城、宁德时代、 沪电股份等。特大单净流出股中，华胜天成特大单净流出资金10.28亿元，净流出资金最多；际华集 团、寒武纪特大单净流出资金分别为4.99亿元、4.96亿元，净流出资金规模位列第二、第三。 股价表现方面，特大单资金净流入超2亿元个股今日平均上涨9.46%，表现强于沪指。具体看，上述个 股今日全线上涨，股价以涨停收盘的有铜冠铜箔、光库科技等。 所属行业来看，上述特大单净流入资金居前个股中，电子、计算 ...

证券之星消息，8月13日普钢板块较上一交易日上涨0.3%，杭钢股份领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。普钢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) | | | --- | --- | --- | --- | --- | --- | --- | | 600126 | 杭钢股份 | 9.81 | 9.98% | 298.82万 | | 28.63亿 | | 600231 | 凌钢股份 | 2.20 | 4.76% | 103.66万 | | 2.32亿 | | 600581 | 八一钢铁 | 5.23 | 1.95% | 377.73万 | | 19.93亿 | | 000709 | 河钢股份 | 2.42 | 0.83% | 62.84万 | | 1.52亿 | | 000959 | 首钢股份 | 4.17 | 0.24% | 25.36万 | | 1.06亿 | | 600010 | 包钢股份 | 2.51 | 0.00% | 928.45万 | | 23.29亿 | | 6016 ...

Market Overview - The Shanghai Composite Index closed at 3686.34 points, up 0.56% [1] - The Shenzhen Component Index closed at 11518.83 points, up 1.47% [1] - The ChiNext Index rose by 2.81% and the Sci-Tech 50 Index increased by 0.62% [1] Stock Performance - Among the tradable A-shares, 2590 stocks rose, accounting for 48.11%, while 2495 stocks fell, and 299 stocks remained flat [1] - There were 57 stocks that hit the daily limit up, while 2 stocks hit the limit down [1] - The leading sectors for limit-up stocks included machinery equipment, automotive, and computer industries, with 8, 8, and 5 stocks respectively [1] Notable Stocks - The stock with the highest limit-up order volume was Quzhou Development, with 29,808.92 thousand shares and a total order value of 1.35 billion yuan [1] - Other notable stocks with significant limit-up orders included Cangzhou Mingzhu and Changcheng Securities, with order volumes of 7,947.83 thousand shares and 6,797.30 thousand shares respectively [1] - The stocks with the highest limit-up order values were Quzhou Development, Rongke Technology, and Guangku Technology, with values of 1.35 billion yuan, 1.05 billion yuan, and 775 million yuan respectively [1][2]

Core Insights - The article highlights the top 20 stocks with significant inflows of main capital as of August 13, with 东方财富 leading at 9.82 billion yuan [1] Group 1: Stock Inflows - 东方财富 received an inflow of 9.82 billion yuan, making it the top stock [1] - 杭钢股份 followed closely with an inflow of 9.42 billion yuan [1] - 宁德时代 attracted 7.60 billion yuan in capital [1] - 药明康德 saw an inflow of 7.15 billion yuan [1] - 湖南天雁 had 6.70 billion yuan in inflows [1] - 中国长城 received 6.27 billion yuan [1] - 新易盛 attracted 5.30 billion yuan [1] - 沪电股份 saw 4.71 billion yuan in inflows [1] - 长城军工 received 4.33 billion yuan [1] - 航天科技 attracted 4.19 billion yuan [1] - 中兵红箭 saw inflows of 3.99 billion yuan [1] - 豪威集团 received 3.87 billion yuan [1] - 恒瑞医药 attracted 3.70 billion yuan [1] - 飞龙股份 saw 3.61 billion yuan in inflows [1] - 中银证券 received 3.46 billion yuan [1] - 荣科科技 attracted 3.45 billion yuan [1] - 天孚通信 saw inflows of 3.36 billion yuan [1] - 东吴证券 received 3.17 billion yuan [1] - 华泰证券 attracted 3.14 billion yuan [1] - 兄弟科技 saw 3.03 billion yuan in inflows [1]

Key Points - The top 20 stocks with significant capital inflow as of August 13 include Hangzhou Steel (867 million), Hunan Tianyan (655 million), and Xinyi Sheng (560 million) [1] - Other notable stocks in the top 20 by capital inflow are Huadian Electric (449 million), Zhongbing Hongjian (425 million), and Great Wall Military Industry (409 million) [1] - The list also features Aerospace Science and Technology (400 million), WuXi AppTec (388 million), and Zhongji Xuchuang (384 million) among others [1] - Noteworthy mentions include CATL (375 million), Feilong Co. (324 million), and Shanghai Electric (308 million) [1] - Additional stocks in the top 20 include Haowei Group (291 million), Brothers Technology (289 million), and Robotec (283 million) [1] - The list concludes with Bank of China Securities (243 million), Tianlong Group (238 million), Leo Group (230 million), Tianfu Communication (222 million), and Great Wall Electric (210 million) [1]

主力资金净流出的行业有24个，国防军工行业主力资金净流出规模居首，全天净流出资金70.52亿元， 其次是有色金属行业，净流出资金为64.83亿元，净流出资金较多的还有电力设备、机械设备、医药生 物等行业。 钢铁行业今日下跌0.83%，全天主力资金净流出7.56亿元，该行业所属的个股共44只，今日上涨的有8 只，涨停的有1只；下跌的有35只。以资金流向数据进行统计，该行业资金净流入的个股有11只，净流 入资金居首的是杭钢股份，今日净流入资金7936.83万元，紧随其后的是方大特钢、河钢资源，净流入 资金分别为2687.31万元、1639.51万元。钢铁行业资金净流出个股中，资金净流出超千万元的有15只， 净流出资金居前的有包钢股份、华菱钢铁、马钢股份，净流出资金分别为4.87亿元、8037.51万元、 5396.86万元。 沪指8月12日上涨0.50%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为通信、电子，涨幅 分别为2.24%、1.88%。跌幅居前的行业为国防军工、钢铁，跌幅分别为1.03%、0.83%。钢铁行业位居 今日跌幅榜第二。 资金面上看，两市主力资金全天净流出301.23亿元，今日有7个行 ...

Core Points - The AMAC Black Metal Index (AMAC Steel, H30058) experienced a slight decline of 0.01%, closing at 1542.15 points with a trading volume of 9.617 billion [1] - Over the past month, the AMAC Black Metal Index has increased by 17.10%, by 16.81% over the last three months, and by 18.54% year-to-date [1] Index Composition - The AMAC Black Metal Index is composed of 10 major stocks, with Baosteel Co., Ltd. holding the largest weight at 20.04%, followed by Baotou Steel (17.81%) and Hualing Steel (7.38%) [1] - The market share of the AMAC Black Metal Index is predominantly from the Shanghai Stock Exchange at 71.04%, while the Shenzhen Stock Exchange accounts for 28.96% [1] Industry Classification - The AMAC Black Metal Index is entirely composed of the raw materials sector, with a 100.00% allocation [2]

Market Overview - The Shanghai Composite Index fell by 0.37% on August 1, with 14 industries rising, led by Environmental Protection and Media, which increased by 0.88% and 0.82% respectively. The industries with the largest declines were Oil & Petrochemicals and Defense & Military, down by 1.79% and 1.47% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets was 34.062 billion yuan, with 7 industries experiencing net inflows. The Banking sector had the highest net inflow of 1.847 billion yuan, rising by 0.22%, followed by the Power Equipment sector, which increased by 0.54% with a net inflow of 1.263 billion yuan [1] - A total of 24 industries saw net outflows, with the Electronics sector leading with a net outflow of 9.177 billion yuan, followed by the Communications sector with a net outflow of 3.962 billion yuan. Other sectors with significant outflows included Non-Bank Financials, Computers, and Nonferrous Metals [1] Steel Industry Performance - The Steel industry declined by 1.26% with a net outflow of 444.2 million yuan. Out of 44 stocks in this sector, 15 rose while 28 fell. There were 24 stocks with net inflows, with 9 stocks receiving over 10 million yuan in net inflows. The top stock for net inflow was Shagang Group, with 93.5272 million yuan, followed by Xining Special Steel and New Steel with net inflows of 91.9055 million yuan and 32.6323 million yuan respectively [2][3] - The stocks with the largest net outflows included Baogang Group, Hangang Group, and Bayi Iron & Steel, with net outflows of 478.067 million yuan, 182.34 million yuan, and 27.593 million yuan respectively [2][3] Individual Stock Performance - The top stocks in terms of capital flow in the Steel industry included: - Shagang Group: +7.39%, net inflow of 93.5272 million yuan - Xining Special Steel: +3.14%, net inflow of 91.9055 million yuan - New Steel: -2.53%, net inflow of 32.6323 million yuan - Baogang Group: -5.95%, net outflow of 478.8067 million yuan - Hangang Group: -2.34%, net outflow of 182.348 million yuan [3][4]