Market Overview - The Shanghai Composite Index fell by 0.12% on August 8, with 17 out of the 28 sectors rising, led by the comprehensive and building materials sectors, which increased by 1.56% and 1.16% respectively [1] - The power equipment sector rose by 0.62%, while the computer and electronics sectors experienced declines of 2.38% and 1.15% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 41.085 billion yuan, with 8 sectors seeing net inflows [1] - The power equipment sector had the highest net inflow of 2.024 billion yuan, followed by the public utilities sector with a 0.67% increase and a net inflow of 1.132 billion yuan [1] Power Equipment Sector Performance - In the power equipment sector, 195 out of 359 stocks rose, with 5 hitting the daily limit up, while 157 stocks fell, including 1 hitting the daily limit down [2] - The top three stocks with the highest net inflow in the power equipment sector were Zhongchao Holdings (5.68 billion yuan), Sunshine Power (4.33 billion yuan), and Shanshan Shares (2.87 billion yuan) [2] - The stocks with the highest net outflow included Shanghai Electric (3.99 billion yuan), Wolong Electric Drive (3.93 billion yuan), and Xiangdian Shares (1.18 billion yuan) [2][4] Top Gainers in Power Equipment Sector - The top gainers in the power equipment sector included: - Zhongchao Holdings: +9.96% with a turnover rate of 20.00% and a main capital flow of 567.62 million yuan - Sunshine Power: +9.08% with a turnover rate of 7.49% and a main capital flow of 433.29 million yuan - Shanshan Shares: +6.93% with a turnover rate of 8.23% and a main capital flow of 287.14 million yuan [2] Top Losers in Power Equipment Sector - The top losers in the power equipment sector included: - Shanghai Electric: -1.80% with a turnover rate of 2.66% and a main capital flow of -398.61 million yuan - Wolong Electric Drive: -2.84% with a turnover rate of 7.28% and a main capital flow of -393.35 million yuan - Xiangdian Shares: -3.09% with a turnover rate of 3.03% and a main capital flow of -117.92 million yuan [4]

（文章来源：每日经济新闻） 8月8日，A股三大指数悉数低开，沪指低开0.13%，深成指低开0.19%，创业板指低开0.20%。国证自由 现金流指数低开后震荡上行，现小幅上涨，成分股潍柴重机、捷佳伟创等领涨，华人健康、德邦股份等 领跌。相关ETF方面，同类规模最大的自由现金流ETF（159201）跟随指数翻红，迎较好布局时点。 招商证券指出，自由现金流改善趋势进一步强化，龙头公司自由现金流收益率和内在回报率预期持续提 升。在当前债券收益率低位背景下，高质量上市公司吸引力凸显。从行业层面看，部分必需消费（家用 电器、家居用品）、TMT（消费电子）及中游制造（汽车零部件、自动化设备）等领域中报业绩增速 较高或边际改善，自由现金流改善趋势显著。"反内卷"政策推动产能出清，钢铁、建材、光伏设备等供 给收缩行业盈利触底，现金流修复预期增强。 数据显示，截至2025年7月31日，国证自由现金流指数前十大权重股分别为上汽集团、中国海油、美的 集团、格力电器、洛阳钼业、中国铝业、厦门国贸、上海电气、正泰电器、中国动力，前十大权重股合 计占比57.66%。 自由现金流ETF（159201）紧密跟踪国证自由现金流指数，自由现金流策 ...

近日，上海电气正式推出首款自研人形机器人「溯元」，标志着其在工业机器人领域的重大突破。该机 器人专为工厂环境设计，结合AI技术，旨在提升巡检、装配等工业场景效率，呼应全球人形机器人从 硬件研发向应用落地的转型趋势。 上海电气此前发布的文章显示，近年来，上海电气旗下企业在机器人核心高成本部件研制上取得了一系 列突破：上海天安轴承研发的「灵巧手」专用减速器轴承，具备高精度、低噪音、轻量化特性，适应复 杂运动载荷。上海联合滚动轴承的工业机器人RV减速器用角接触球轴承，品种覆蓋与技术领先性位居 行业前列。上海振华轴承成功交付首台套国产化特种交叉滚子轴承，实现了机器人精密传动轴承国产替 代。上海机牀厂研发的200系列丝杠磨牀，可加工行星滚柱丝杠等多种丝杠，磨削精度达到国家标准最 高等级P0级，即百纳米级精度，约为头发丝的千分之一。正是这些「钢筋铁骨」般的精密部件，为机 器人关节和运动机构的高精度控制提供了坚实保障。 2025年1月，国家地方共建人形机器人创新中心「麒麟」具身智能训练场在沪启动。在工信部对人形机 器人特种应用重点要求指引下，国地中心自2024年3月起联合上海电气中央研究院，以核电行业极端、 高风险作业环境 ...

上海电气8月7日大宗交易平台出现一笔成交，成交量32.96万股，成交金额274.23万元，大宗交易成交价 为8.32元。该笔交易的买方营业部为中国中金财富证券有限公司福州五四路证券营业部，卖方营业部为 中国国际金融股份有限公司北京建国门外大街证券营业部。 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906.00万元。 两融数据显示，该股最新融资余额为21.00亿元，近5日增加2374.92万元，增幅为1.14%。（数据宝） 8月7日上海电气大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | 元） 274.23 | （元） 8.32 | 0.00 | 中国中金财富证券有限公 司福州五四路证券营业部 | 中国国际金融股份有限公司 北京建国门外大街证券营业 | | 32.96 | | | | | 部 | （文章来源：证券时报网） 证券时报·数据宝统计显示，上海电气今日收盘价为8.32元，上涨3.74 ...

"溯元"人形机器人身高1.67米，体重50公斤，采用人体工学设计，全身配备38个自由度，确保在复杂工 业环境中灵活作业。其高协调性支持穿梭于多样场景，如核电站高危区域，替代人工完成巡检和搬运任 务。未来，机器人将搭载上海电气自研的垂直领域AI模型，该模型基于工业数据语料训练，可优化抓 取、装配等操作效率。 近日，上海电气（601727）正式推出首款自研人形机器人"溯元"，标志着其在工业机器人领域的重大突 破。该机器人专为工厂环境设计，结合AI技术，旨在提升巡检、装配等工业场景效率，呼应全球人形 机器人从硬件研发向应用落地的转型趋势。 布局机器人产业，上海电气并非"白手起家"。 上海电气此前发布的文章显示，近年来，上海电气旗下企业在机器人核心高成本部件研制上取得了一系 列突破：上海天安轴承研发的"灵巧手"专用减速器轴承，具备高精度、低噪音、轻量化特性，适应复杂 运动载荷。上海联合滚动轴承的工业机器人RV减速器用角接触球轴承，品种覆盖与技术领先性位居行 业前列。上海振华轴承成功交付首台套国产化特种交叉滚子轴承，实现了机器人精密传动轴承国产替 代。上海机床厂研发的200系列丝杠磨床，可加工行星滚柱丝杠等多种丝杠，磨 ...

| 交易日期 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | 证券简称 | 证券代码 | 卖出营业部 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 中国中金财富证券 | 中国国际金融股份 | 2025-08-07 | 601727 | 上海电气 | 32.96 | 274.23 | 8.32 | 有限公司北京建国 | 有限公司福州五四 | | 门外十年证去营业 | 胶证券营业部 | | | | | | | | | 8月7日，上海电气大宗交易成交32.96万股，成交额274.23万元，占当日总成交额的0.07%，成交价8.32元，较市场收盘价8.32元持平。 ...

主力资金净流出的行业有23个，机械设备行业主力资金净流出规模居首，全天净流出资金63.21亿元， 其次是国防军工行业，净流出资金为60.71亿元，净流出资金较多的还有医药生物、电力设备、计算机 等行业。 沪指8月7日上涨0.16%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为有色金属、美容护 理，涨幅分别为1.20%、0.99%。跌幅居前的行业为医药生物、电力设备，跌幅分别为0.92%、0.74%。 电力设备行业位居今日跌幅榜第二。 电力设备行业今日下跌0.74%，全天主力资金净流出48.13亿元，该行业所属的个股共359只，今日上涨 的有91只，涨停的有1只；下跌的有262只。以资金流向数据进行统计，该行业资金净流入的个股有102 只，其中，净流入资金超5000万元的有9只，净流入资金居首的是上海电气，今日净流入资金3.64亿 元，紧随其后的是雄韬股份、国电南瑞，净流入资金分别为2.22亿元、7733.63万元。电力设备行业资金 净流出个股中，资金净流出超亿元的有12只，净流出资金居前的有宁德时代、麦格米特、南都电源，净 流出资金分别为3.21亿元、3.00亿元、1.91亿元。（数据宝） 电力设备行 ...

Group 1 - The top 20 stocks with significant capital inflow as of August 7 include Tianyu Shuke with 617 million yuan, Shuo Beid with 605 million yuan, and Ningbo Yunsheng with 537 million yuan [1] - Other notable stocks in the top 20 by capital inflow are Yingfangwei with 491 million yuan, Zhenghai Magnetic Materials with 467 million yuan, and Huasheng Tianc with 427 million yuan [1] - The list also features Shanghai Electric with 422 million yuan, Silan Microelectronics with 417 million yuan, and Caida Securities with 393 million yuan [1] Group 2 - Additional stocks in the top 20 include Dongxin Peace with 354 million yuan, Yunda Shares with 353 million yuan, and Qiyi Er with 341 million yuan [1] - Other companies listed are Dazhu Laser with 332 million yuan, Luxshare Precision with 318 million yuan, and Star Semiconductor with 307 million yuan [1] - The final entries in the top 20 are Cambrian U with 276 million yuan and Chifeng Gold with 269 million yuan [1]

Group 1 - The article highlights the top 20 stocks with significant capital inflow as of August 7, with Lixun Precision leading at 447 million yuan [1] - Other notable stocks include Huasheng Tiancheng with 345 million yuan and Yingfangwei with 322 million yuan, indicating strong investor interest in these companies [1] - The list also features companies like GoerTek, Jishi Media, and Silan Microelectronics, each attracting over 200 million yuan in capital inflow, suggesting a trend in the technology and electronics sectors [1] Group 2 - The total capital inflow for the top 20 stocks amounts to significant sums, reflecting a robust market sentiment and potential investment opportunities [1] - Companies such as BYD and Yunda Holdings, with inflows of 137 million yuan each, indicate a diverse range of sectors attracting investor attention [1] - The data suggests a concentrated interest in technology and innovation-driven companies, which may signal future growth potential in these industries [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002364 | 中恒电气 | 16.62 | -1.19% | 38.54万 | 6.45亿 | | 300491 | 通合科技 | 20.54 | -0.92% | 8.25万 | - 1.70亿 | | 688411 | 海道暖與 | 91.28 | -0.78% | 4 8984.8 | 8173.73万 | | 002366 | 融发核电 | 8.18 | -0.73% | 109.70万 | 8.93亿 | | 002630 | ST华西 | 2.52 | -0.40% | 25.41万 | 6379.59万 | | 600212 | 绿能氯充 | 9.73 | -0.31% | 62.32万 | 5.98 Z | | 301590 | 优优绿能 | 155.39 | -0.24% | 7133.83 | 1.11亿 | | 600875 | 东方电气 | 19.98 | 0.00% | 43.86万 | 8.73亿 | | 00285 ...