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 ...

吉视传媒(601929)今日下跌9.35%，全天换手率11.71%，成交额8.08亿元，振幅7.25%。龙虎榜数据显 示，机构净卖出4515.75万元，沪股通净卖出769.72万元，营业部席位合计净买入1198.71万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-8.17%上榜，机构专用席位净卖出4515.75万元，沪 股通净卖出769.72万元。 4月18日公司发布的一季报数据显示，一季度公司共实现营业收入4.99亿元，同比增长23.14%，实现净 利润-1.03亿元。 7月15日公司发布上半年业绩预告，预计实现净利润-2.33亿元至-1.87亿元。（数据宝） 吉视传媒7月31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 | 3077.88 | | | 买二 | 方正证券股份有限公司杭州滨江通和路证券营业部 | 1563.09 | | | 买三 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 865.21 | | | 买四 | 东方财富证券 ...

Core Viewpoint - The Shanghai Composite Index fell by 1.18% on July 31, with only two sectors, Computer and Communication, showing slight gains of 0.39% and 0.06% respectively, while the Steel and Nonferrous Metals sectors experienced significant declines of 4.08% and 3.19% [1] Media Industry Summary - The Media industry declined by 1.04% on the same day, with a net inflow of 222 million yuan. Out of 130 stocks in this sector, 31 rose, including one that hit the daily limit, while 98 fell, with one hitting the lower limit [1] - Among the stocks with net inflow, five exceeded 100 million yuan, led by Yidian Tianxia with a net inflow of 899.8 million yuan, followed by Kunlun Wanwei and BlueFocus with inflows of 357.1 million yuan and 285.0 million yuan respectively [1] - The stocks with the highest net outflows included Light Media, Happy Blue Sea, and Jishi Media, with outflows of 230 million yuan, 162 million yuan, and 145 million yuan respectively [1][2] Media Industry Capital Inflow List - Yidian Tianxia: +20.00%, turnover rate 37.61%, main capital flow 897.5 million yuan [1] - Kunlun Wanwei: +3.01%, turnover rate 8.19%, main capital flow 357.1 million yuan [1] - BlueFocus: +4.20%, turnover rate 14.37%, main capital flow 285.0 million yuan [1] Media Industry Capital Outflow List - Light Media: -3.65%, turnover rate 4.20%, main capital flow -229.9 million yuan [2] - Happy Blue Sea: -8.29%, turnover rate 23.34%, main capital flow -161.6 million yuan [2] - Jishi Media: -9.35%, turnover rate 11.71%, main capital flow -144.9 million yuan [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600996 | 盖广网络 | 8.25 | 1.60% | 35.26万 | | 2.94亿 | | 600831 | ST广网 | 3.86 | 1.05% | 6.77万 | | 2629.03万 | | 600037 | 歌华有线 | 8.63 | 0.23% | 22.77万 | | 1.95亿 | | 000917 | 电广传媒 | 7.70 | -0.90% | - 36.61万 | | 2.84亿 | | 000665 | 湖北广电 | 5.45 | -0.91% | 63.08万 | | 3.48亿 | | 000156 | 化数传媒 | 8.23 | -1.08% | 13.17万 | | 260'T | | 300770 | 新媒股份 | 41.05 | -1.18% | 4.99万 | | 2.05亿 | | 301551 | 元线传媒 | 49.25 | -1.70% | 2.15万 | | 1.07亿 | ...

Summary of Key Points Core Viewpoint - The recent block trading activity of Jishi Media indicates significant institutional interest, with a total transaction volume of 33.5 million shares and a transaction value of 69.68 million yuan, reflecting a discount of 2.80% compared to the closing price on the same day [2] Trading Activity - On July 30, Jishi Media executed 2 block trades, with a total transaction volume of 33.5 million shares and a total transaction value of 69.68 million yuan [2] - The transaction price was 2.08 yuan per share, which is 2.80% lower than the closing price of 2.14 yuan [2] - Institutional proprietary seats were involved in both buy and sell sides of the transactions, resulting in a net purchase of 69.68 million yuan [2] Recent Performance - Over the past three months, Jishi Media has recorded a total of 3 block trades, amounting to 70.22 million yuan [2] - The stock closed at 2.14 yuan, showing a 7.00% increase, with a daily turnover rate of 15.30% and a total trading volume of 1.127 billion yuan [2] - The net inflow of main funds for the day was 10.5 million yuan, and the stock has increased by 17.58% over the past five days, with a total net inflow of 11.4 million yuan [2] Margin Trading Data - The latest margin financing balance for Jishi Media is 21.2 million yuan, which has increased by 1.826 million yuan over the past five days, representing a growth of 9.44% [2]

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-07-30 | 吉视传媒 | 601929 | 2.08 | 4472 | 2150 | 机构专用 | 方正证券股份有限 公司长春西安大路 | | | | | | | | | | 证券营业部 | | | 2025-07-30 | 吉视传媒 | 601929 | 2.08 | 2496 | 1200 | 机构专用 | 方正证券股份有限 公司长春西安大路 | | | | | | | | | | 证券营业部 | | 7月30日，吉视传媒大宗交易成交3350万股，成交额6968万元，占当日总成交额的5.82%，成交价2.08元，较市场收盘价2.14元折价2.8%。 ...

Core Viewpoint - The short drama game concept sector has shown a positive performance, with a 1.19% increase, ranking 7th among concept sectors, driven by significant gains in several stocks, particularly Happiness Blue Sea, which hit a 20% limit up [1]. Group 1: Sector Performance - The short drama game concept saw 30 stocks rise, with notable performers including Happiness Blue Sea (+20%), Tianfu Culture Tourism (+10.02%), and Ciweng Media (+10%) [1]. - The sector's performance was contrasted by declines in stocks such as Zhongke Jincai (-6.23%), Yuanlong Yatu (-2.52%), and Pingzhi Information (-2.29%) [1]. Group 2: Capital Flow - The short drama game concept attracted a net inflow of 102 million yuan, with 20 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [1]. - Leading the net inflow was Zhongwen Online, with 247 million yuan, followed by Ciweng Media (201 million yuan), Tianfu Culture Tourism (141 million yuan), and Jishi Media (105 million yuan) [1]. Group 3: Capital Inflow Ratios - Ciweng Media, Yaowang Technology, and Yili Media had the highest net inflow ratios at 27.91%, 13.69%, and 12.98% respectively [2]. - The short drama game concept's capital inflow rankings highlighted stocks like Zhongwen Online (3.62% increase, 14.37% turnover rate) and Ciweng Media (10% increase, 18.10% turnover rate) [2][3].

从资金流向上来看，当日电视广播板块主力资金净流入5059.65万元，游资资金净流出6983.68万元，散户 资金净流入1924.02万元。电视广播板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601929 | 吉视传媒 | 1.03 Z | 9.13% | -4055.37万 | -3.60% | -6235.03万 | -5.53% | | 600037 | 歌华有线 | 1375.25万 | 5.36% | -1874.86万 | -7.31% | 499.61万 | 1.95% | | 002238 | 天威视讯 | 767.95万 | 7.52% | -897.61万 | -8.79% | 129.67万 | 1.27% | | 301551 | 无线传媒 | 687.09万 | 4.20% | 187.54万 | 1.15% | -874.62万 | -5.34% | | 60 ...

截至2025年7月29日收盘，吉视传媒股价报2.00元，较前一交易日下跌0.01元，跌幅0.50%。当日开盘价 为1.97元，最高触及2.01元，最低下探1.94元，成交量为242.46万手，成交额达4.78亿元。 吉视传媒主营业务涵盖广播电视网络建设、运营及内容服务，属于文化传媒行业，同时涉及吉林地区业 务及广电相关领域。 风险提示：市场有风险，投资需谨慎。 7月29日早盘，吉视传媒股价在9点41分左右快速反弹，5分钟内涨幅超过2%，成交额达1.43亿元。当日 主力资金净流出1787.61万元。 ...

金融界消息 截至2025年7月29日收盘，吉视传媒（601929）报收于2.0元，下跌0.5%，换手率6.95%，成 交量242.46万手，成交金额4.78亿元。 资金流向方面，今日主力资金净流出1787.61万元，占比成交额3.74%。其中，超大单净流出2886.65万 元、占成交额6.04%，大单净流入1099.05万元、占成交额2.3%，中单净流出流入227.61万元、占成交额 0.48%，小单净流入1560.00万元、占成交额3.26%。 吉视传媒最新一期业绩显示，截至2025一季报，公司营业总收入4.99亿元、同比增长23.14%，归属净利 润10297.44万元，同比增长12.10%，扣非净利润11148.48万元，同比增长9.56%，流动比率0.401、速动 比率0.260、资产负债率58.41%。 天眼查商业履历信息显示，吉视传媒股份有限公司，成立于2001年，位于长春市，是一家以从事电信、 广播电视和卫星传输服务为主的企业。企业注册资本348978.8168万人民币，实缴资本111798.879万人民 币。公司法定代表人为褚春彦。 通过天眼查大数据分析，吉视传媒股份有限公司共对外投资了36家 ...