Group 1 - The main focus of the article is on the net inflow and outflow of capital in various sectors, highlighting significant movements in the market on a specific day [1] - The power equipment sector saw the highest net inflow of 15.22 billion, followed by the new energy industry with 9.62 billion and the automotive sector with 6.19 billion [2] - The computer sector experienced the largest net outflow of 34.09 billion, with the electronics and non-ferrous metals sectors also seeing significant outflows of 31.71 billion and 19.37 billion respectively [3] Group 2 - Individual stocks with the highest net inflow included Jiejia Weichuang with 5.25 billion, Hikvision with 4.45 billion, and Beiqi Blue Valley with 4.10 billion [4] - New Yisheng had the largest net outflow at 5.77 billion, followed by Northern Rare Earth with 5.58 billion and Yingweike with 5.57 billion [5]

Company Overview - Changcheng Military Industry is located in Hefei, Anhui Province, and specializes in the research, production, and sales of military ammunition, making it the first publicly listed company in China focused on military ammunition as its main business [1] - The company offers a range of products including mortar shells, individual rockets, and fuses, and maintains a leading position in the local military industry through its subsidiaries [1] Financial Performance - As of March 31, the number of shareholders for Changcheng Military Industry was 61,200, with an average of 11,800 circulating shares per shareholder [2] - For the first quarter of 2025, the company reported revenue of 148 million yuan, representing a year-on-year increase of 5.09% [2] - The net profit attributable to shareholders was -54.25 million yuan, showing a year-on-year decrease of 55.14% [2] Market Activity - On August 1, the stock price of Changcheng Military Industry increased by 5.88%, reaching 36.72 yuan per share, with a trading volume of 3.337 billion yuan and a turnover rate of 13.49% [1] - The total market capitalization of the company stood at 26.594 billion yuan [1]

Group 1 - The A-share military industry stocks collectively declined, with notable drops including North Long Dragon down nearly 10% and Wanli Horse down 7% [1] - Other companies such as Great Wall Military Industry, North Navigation, Inner Mongolia First Machinery, and Guorui Technology fell over 6%, while several others dropped more than 5% [1] Group 2 - Specific stock performance data shows ST Emergency down 19.98%, North Long Dragon down 9.66%, and Wanli Horse down 7.04% [2] - The total market capitalization for North Long Dragon is 88.54 billion, while Great Wall Military Industry has a market cap of 235 billion and North Navigation at 253 billion [2] - Year-to-date performance indicates North Long Dragon has increased by 179.78%, while Wanli Horse has risen by 170.07% [2]

（原标题：突然大爆发，601606股价创新高！这一领域迎利好，主力资金抢筹股出炉） 我国脑机接口正处于由基础研究向临床应用转化的重要阶段。 7月31日，市场全天震荡调整，三大股指午后均跌超1%。算力概念股活跃，英维克、川润股份等多股涨 停。创新药概念延续强势，钢铁、煤炭等周期股集体调整，油气、有色金属等板块跌幅居前。 军工股尾盘爆发，长城军工(601606)涨停再创新高，北方长龙涨17.22%，捷强装备、内蒙一机等个股尾 盘快速上涨。 国家医保局支持脑机接口等新技术进入临床并收费 据央视新闻报道，为支持药品和医疗器械创新发展，国家医保局制定新上市药品首发价格机制，新增了 100多项与医疗新技术相关的价格项目。国家医保局从立项、定价等方面入手，畅通新技术的收费通 道，助力满足临床急需的新技术新产品加快收益回报。 | | | 主力资金净流入额居前的脑机接口概念股一览 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 总市值 (亿元) | 年内涨跌幅 (%) | 7月31日丰力 净流入额 | | 300418 | 昆仑万维 | 450.67 | -6.70 | (亿 ...

两融数据显示，该股最新融资余额为4.72亿元，近5日减少3951.69万元，降幅为7.73%。（数据宝） 7月31日长城军工大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 272.00 | 8160.00 | 30.00 | -13.49 | 国元证券股份有限 | 国元证券股份有限公司合肥金 | | | | | | 公司池州分公司 | 寨路凯旋大厦证券营业部 | 长城军工7月31日大宗交易平台出现一笔成交，成交量272.00万股，成交金额8160.00万元，大宗交易成 交价为30.00元，相对今日收盘价折价13.49%。该笔交易的买方营业部为国元证券股份有限公司池州分 公司，卖方营业部为国元证券股份有限公司合肥金寨路凯旋大厦证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为8384.48万元。 证券时报·数据宝统计显示，长城军工今日收盘价为34. ...

7月31日，上证指数下跌1.18%，深证成指下跌1.73%，创业板指下跌1.66%。盘后龙虎榜数据显示，共 有50只个股因当日异动登上龙虎榜，资金净流入最多的是诺德股份（600110.SH），达4.23亿元。 据21投资通智能监测，26只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及16只。 4.23亿资金抢筹诺德股份，1.98亿资金出逃亚太药业 50只上榜的龙虎榜个股中，31只个股被净买入，19只个股被净卖出。其中，资金净买入最多的是诺德股 份，达4.23亿元，占总成交金额的22.01%。诺德股份当日收盘上涨10.02%，换手率为17.98%。 而龙虎榜中资金净流出最多的是亚太药业（002370.SZ），被净卖出为1.98亿元，占总成交金额的 10.06%。亚太药业收盘下跌6.14%，换手率为37.4%。 机构净卖出的个股中，金额最多的是东芯股份（688110.SH），当日收盘上涨19.99%，换手率为 7.22%。 北向资金净买入11股，净卖出5股 7月31日，北向资金参与龙虎榜中的个股共有16只，合计净买入7.96亿元。其中沪股通净买入6 股，净卖 出2 股，合计净买入6.2亿元；深股通净 ...

格隆汇7月31日｜长城军工(601606)(601606.SH)今日涨停，股价创历史新高，换手率20.56%，成交额 49.65亿元。龙虎榜数据显示，沪股通买入3.69亿元，卖出1.12亿元，净买入2.56亿元；华鑫证券上海光 复路位列买二席位，买入1.18亿元。上榜席位全天买入7.1亿元，卖出3.25亿元，合计净买入3.85亿元。 (格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | 净额(万)0 | | 1 | 沪股通专用 | 371次 39.89% | 0 | 36863.8 ...

| 买/ 卖 | | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | --- | | 买一 | 沪股通专用 | | 36863.81 | | | 买二 | 华鑫证券有限责任公司上海光复路证券营业部 | | 11826.02 | | | 买三 | 国泰海通证券股份有限公司总部 | | 9062.73 | | | 买四 | 国投证券股份有限公司西安朱雀大街证券营业部 | | 7141.69 | | | 买五 | 中泰证券股份有限公司深圳科苑南路证券营业部 | | 6093.43 | | | 卖一 | 沪股通专用 | | | 11243.31 | 资金流向方面，今日该股主力资金净流入7.11亿元，其中，特大单净流入6.20亿元，大单资金净流入 9100.56万元。近5日主力资金净流入4.09亿元。 融资融券数据显示，该股最新（7月30日）两融余额为4.77亿元，其中，融资余额为4.72亿元，融券余额 为488.08万元。近5日融资余额合计减少3951.69万元，降幅为7.73%。融券余额合计增加133.65万元，增 幅37.71%。 4月26日公司 ...

7月31日，长城军工大宗交易成交272万股，成交额8160万元，占当日总成交额的1.62%，成交价30元，较市场收盘价34.68元折价13.49%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2025-07-31 | 长城军工 | 601606 | 8160 30 272 | 国元证券股份有限 | 国元证券股份有限 | | | | | | 公司池州分公司 | 公司合肥金寨路凯 14. 1 8000 hom VI shoke 11 Augu | ...

Core Insights - Great Wall Military Industry (601606.SH) reached a historical high with a daily limit increase, achieving a turnover rate of 20.56% and a transaction volume of 4.965 billion yuan [1] - The net buying from the Shanghai Stock Connect was 256 million yuan, with total buying from top trading seats amounting to 710 million yuan and selling at 325 million yuan, resulting in a net buying of 385 million yuan [1] Trading Activity - The top five buying trading desks contributed significantly to the total transaction, with the Shanghai Stock Connect dedicated desk leading at 368.64 million yuan, accounting for 7.42% of total transactions [1] - The second largest buyer was Huaxin Securities, which bought 118.26 million yuan, representing 2.38% of total transactions [1] - The top five selling trading desks included the Shanghai Stock Connect dedicated desk, which also led in selling activity [1] Market Performance - The stock's performance was characterized by a high turnover rate and significant trading volume, indicating strong investor interest and activity [1] - The overall market sentiment appears positive, as reflected in the substantial net buying figures from institutional investors [1]