沪指8月27日下跌1.76%，申万所属行业中，今日上涨的有1个，涨幅居前的行业为通信，涨幅分别为 1.66%。跌幅居前的行业为美容护理、房地产，跌幅分别为3.86%、3.51%。计算机行业今日下跌 1.38%。 计算机行业资金流出榜 资金面上看，两市主力资金全天净流出1297.50亿元，今日所属的申万行业主力资金均呈净流出状态， 计算机行业主力资金净流出规模居首，全天净流出资金163.10亿元，其次是医药生物行业，净流出资金 为123.25亿元，净流出资金较多的还有电子、汽车、机械设备等行业。 计算机行业今日下跌1.38%，全天主力资金净流出163.10亿元，该行业所属的个股共335只，今日上涨的 有62只，涨停的有7只；下跌的有273只。以资金流向数据进行统计，该行业资金净流入的个股有97只， 其中，净流入资金超亿元的有9只，净流入资金居首的是岩山科技，今日净流入资金27.21亿元，紧随其 后的是大位科技、同花顺，净流入资金分别为4.07亿元、2.62亿元。计算机行业资金净流出个股中，资 金净流出超亿元的有45只，净流出资金居前的有拓维信息、华胜天成、中科曙光，净流出资金分别为 23.54亿元、16.97亿 ...

华胜天成成交额达100亿元，现涨0.08%。 ...

Market Overview - On August 26, A-shares experienced mixed fluctuations, with the Shanghai Composite Index down 0.39%, the Shenzhen Component Index up 0.26%, and the ChiNext Index down 0.75% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.71 trillion yuan, a decrease of approximately 460 billion yuan compared to the previous day [1] - Over 2,800 stocks rose in the market, with 92 stocks hitting the daily limit, primarily in the computer and machinery sectors [1] Hot Stocks - The top ten popular stocks included Liou Co., Huaseng Tiancheng, Lingyi Intelligent Manufacturing, and others, with significant interest in sectors like AI and electronic components [2] Company Highlights - Liou Co. reported a strong turnaround with an expected net profit of 350-450 million yuan in the first half of the year, benefiting from the fair value changes and sale of shares in Li Auto [3] - Huaseng Tiancheng's popularity stems from its deep involvement in AI computing and a projected net profit increase of 148%-172% year-on-year, supported by its role in national AI computing centers [3] - Lingyi Intelligent Manufacturing's rise is attributed to its diversification into new technology sectors, including electric vehicle components and humanoid robot parts [3] - Tuowei Information gained attention due to its partnership with Huawei and a significant profit increase of over 2200% year-on-year [3] - Hanwujing-U is recognized for its leadership in AI chips, with a nearly 100% increase in orders due to the global demand for large model training [4] - Goer Technology's focus on AI consumer electronics and AR/VR has led to a 110% increase in smart glasses shipments, with a notable 250% growth in AI glasses [4] - Fenda Technology's market interest is driven by its production optimization and breakthroughs in AI hardware, with a 35.9% increase in R&D investment [5] - Helitai's success is linked to its debt restructuring and the growth of its electronic paper business, with a significant reduction in debt ratio and increased revenue from electronic paper [5]

Group 1 - The main stocks with significant capital outflows include Topway Information (-1.96 billion), Lingyi Technology (-1.79 billion), and Huasheng Tiancheng (-1.25 billion) [1] - Other notable stocks with capital outflows are Liou Co. (-0.65 billion), Zhinan Zhen (-0.65 billion), and Hengbao Co. (-0.63 billion) [1] - The total capital outflow from the top 20 stocks indicates a bearish sentiment in the market, particularly affecting sectors like software development, internet services, and battery manufacturing [1][2] Group 2 - Topway Information experienced a price increase of 2.21% despite a capital outflow of 1.96 billion [2] - Lingyi Technology had a price increase of 0.6% with a capital outflow of 1.79 billion [2] - Huasheng Tiancheng saw a price drop of 4.22% alongside a capital outflow of 1.25 billion [2][3]

Group 1 - The core point of the news is the decline in the stock price of Huasheng Tiancai, which fell by 6.14% to 24.01 yuan per share, with a trading volume of 5.204 billion yuan and a turnover rate of 18.69%, resulting in a total market capitalization of 26.327 billion yuan [1] - Huasheng Tiancai, established on November 30, 1998, and listed on April 27, 2004, is primarily engaged in the development, consulting, and services of communication software, as well as system integration and sales of related products [1] - The company's main business revenue composition includes 77.45% from enterprise IT system solutions, 21.36% from cloud computing products and services, and 1.20% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Southern Fund has a significant position in Huasheng Tiancai, specifically the Southern CSI 2000 ETF (159531), which held 98,300 shares, accounting for 0.17% of the fund's net value, ranking as the tenth largest holding [2] - The Southern CSI 2000 ETF (159531) was established on September 7, 2023, with a latest scale of 539 million yuan, and has achieved a year-to-date return of 36.08%, ranking 669 out of 4222 in its category [2] - The fund has a one-year return of 85.88%, ranking 453 out of 3766, and a cumulative return since inception of 37.07% [2]

特别提示： 1.公司存在股价累计涨幅较大风险，自 2025 年 7 月 18 日以来，北京华胜天 成科技股份有限公司（以下简称"公司"）股票收盘价格涨幅累计达 155.80%， 短期涨幅较大，公司股价可能存在短期涨幅较大后下跌的风险。公司基本面未发 生重大变化，但近期公司股票价格脱离公司基本面情况，投资者参与交易可能面 临较大风险。公司存在换手率较高的风险，公司近五个交易日的股票换手率平均 值为 39.69%，远高于同行业。敬请广大投资者注意交易风险，理性决策，审慎 投资。 证券代码：600410 证券简称：华胜天成 公告编号：2025-033 北京华胜天成科技股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 针对公司股票交易异常波动，公司对有关事项进行了核查，具体情况核实如 下： 1.经自查，公司目前生产经营活动正常，主营业务未发生重大变化，公司主 要从事 IT 系统解决方案、数字化基础设施、数字化应用等业务。市场环境没有 发生重大调整，生产成本和销售等情况没有出现大幅波动，内部生产经营秩序 ...

关于北京华胜天成科技股份有限公司 股票交易异常波动问询函的回函 本人及本人控制的公司不存在涉及北京华胜天成科技股份有限公司的应披 露未披露事项,亦不存在其他应披露而未披露的重大信息,包括但不限于筹划涉 及北京华胜天成科技股份有限公司的重大资产重组、股份发行、重大交易类事项、 业务重组、股份回购、股权激励、破产重整、重大业务合作、引进战略投资者等 重大事项。 特此回函! 王维航: 2025 年 8 月 26 日 北京华胜天成科技股份有限公司: 本人王维航已于 2025 年 8 月 26 日收到贵公司发来的关于《北京华胜天成科 技股份有限公司股票交易异常波动的问询函》,经本人认真自查，现回复如下: ...

华胜天成股票交易异常波动公告，公司存在股价累计涨幅较大风险，自2025年7月18日以来，股票收盘 价格涨幅累计达155.80%，短期涨幅较大，公司股价可能存在短期涨幅较大后下跌的风险。公司基本面 未发生重大变化，但近期公司股票价格脱离公司基本面情况，投资者参与交易可能面临较大风险。公司 存在换手率较高的风险，公司近五个交易日的股票换手率平均值为39.69%，远高于同行业。敬请广大 投资者注意交易风险，理性决策，审慎投资。 ...

华胜天成(600410)今日涨停，全天换手率36.61%，成交额99.15亿元，振幅11.22%。龙虎榜数据显示， 沪股通净买入1.01亿元，营业部席位合计净买入1.43亿元。 上交所公开信息显示，当日该股因日换手率达36.61%上榜，沪股通净买入1.01亿元。 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14.18亿元，其中，买入成交额为8.31亿 元，卖出成交额为5.87亿元，合计净买入2.44亿元。 7月15日公司发布上半年业绩预告，预计实现净利润1.20亿元至1.80亿元，同比变动区间为 148.59%~172.88%。（数据宝） 华胜天成8月26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 | 沪股通专用 | 27739.05 | | | 买二 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 14913.11 | | | 买三 | 华鑫证券有限责任公司上海光复路证券营业部 | 14405.55 | | | 买四 | 国盛证券有限责任公司深圳梅园路 ...

Market Overview - The trading volume of the Shanghai and Shenzhen stock markets exceeded 2 trillion yuan for the 10th consecutive trading day, with a total volume of 2.71 trillion yuan on August 26, down by 462.1 billion yuan from the previous trading day [1][2] - The A-share market has seen significant trading days above 2 trillion yuan, with 18 days in 2024 and 12 days so far in 2025 [2] Index Performance - The Shanghai Composite Index closed at 3868.38, down by 15.18 points (-0.39%) [2] - The Shenzhen Component Index rose by 32.11 points (+0.26%) to 12473.17 [2] - The ChiNext Index fell by 20.86 points (-0.76%) to 2742.13 [2] Sector Performance - Consumer electronics showed strong performance, with stocks like Silan Microelectronics and Huasheng Tiancheng hitting the daily limit [3] - The low-altitude economy sector saw a surge, with Wan Feng Ao Wei briefly hitting the daily limit following a significant purchase order worth 3 billion yuan for eVTOL aircraft [5] Economic Insights - The high trading volume is attributed to a combination of policy support and market dynamics, with increased capital inflow from both domestic savings and foreign investments [8] - Recent macroeconomic conditions, including lower interest rates and a shift in savings towards capital markets, have enhanced the attractiveness of A-shares [8] - The market's upward trend is supported by a favorable policy environment and improved investor sentiment, indicating a potential bull market [10]