Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

Core Viewpoint - Shenzhen Hewei Electric Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days from July 29 to July 31, 2025 [2][3]. Group 1: Stock Trading Anomaly - The company's stock price deviation was identified as an abnormal trading situation according to the Shanghai Stock Exchange trading rules [2][3]. - The stock's turnover rates for the last three trading days were 14.55%, 17.65%, and 7.36%, indicating substantial short-term volatility [7]. Group 2: Company Operations and Major Events - The company confirmed that its production and operational activities are normal, with no significant changes in daily operations [4]. - There are no undisclosed major events or information related to the company, its controlling shareholders, or actual controllers, including significant asset restructuring or major transactions [4][6]. Group 3: Product and Market Rumors - The company clarified that its main products remain unchanged, covering wind power generation, photovoltaic products, energy storage, electric drive products, hydrogen power products, and power quality products [5]. - The company addressed market rumors regarding its involvement in HVDC products, stating that it currently does not have such products [5]. Group 4: Management and Shareholding - The company has a share reduction plan for senior management, which was disclosed on July 18, 2025 [6]. - During the stock price fluctuation period, there were no stock trading activities by the controlling shareholders, actual controllers, or senior management [6].

| 代码 | 名称 | 相关 | 收盘价 | 张浩喧 | 买方 0 | 卖方 0 | 机构买入 | 机构氨出 | 机构买入 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 机构做 | 机构改 | 高额(万) | 点额(万) | 净额(万) 0 � | | 603063 天望电气 明细 股吧 37.90 | | | | 10.01% | | | 45706.00 | 0.00 | 45706.00 | | 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 | 争额(万)2 | | 1 | 户展通专用 | 371次 39.89% | C | 47928.97 | 7.95% | | | 47928.97 | | 2 | 机构专用 | 1414次 43.42% | ▲ | 45706 ...

盘后数据显示，7月31日龙虎榜中，共39只个股出现了机构的身影，21只股票呈现机构净买入，18只股 票呈现机构净卖出。当天机构净买入前三的股票分别是工业富联、禾望电气、易点天下，净买入金额分 别是14.98亿元、4.57亿元、1.73亿元。当天机构净卖出前三的股票分别是东芯股份、新恒汇、共创草 坪，净流出金额分别是1.19亿元、7162万元、4731万元。（第一财经） ...

Core Viewpoint - The stock of Hewei Electric (603063.SH) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from July 29 to July 31, 2025 [1] Company Overview - Hewei Electric's main products remain unchanged, which include wind power generation products, photovoltaic power generation products, energy storage products, electrical transmission products, hydrogen power supply products, and power quality products [1] - The company has noted market rumors regarding its involvement in HVDC products; however, it currently does not have any HVDC products [1]

证券代码：603063 证券简称：禾望电气 公告编号：2025-070 深圳市禾望电气股份有限公司 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。 重要内容提示： 深圳市禾望电气股份有限公司（以下简称"公司"）股票于 2025 年 7 月 29 日、7 月 30 日、7 月 31 日连续三个交易日收盘价格涨幅偏离值累计超过 20%， 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 经公司自查，并书面问询公司控股股东及实际控制人，截至本公告披露 日，公司、控股股东及实际控制人不存在应披露而未披露的重大信息。 经公司自查，公司主营产品未发生变动，主要产品覆盖风力发电产品、 光伏发电产品、储能产品、电气传动产品、制氢电源产品、电能质量产品等。公 司关注到有市场传闻称公司涉及 HVDC 产品，目前公司尚无 HVDC 产品。敬请 广大投资者充分了解二级市场交易风险，切实提高风险意识，防范市场炒作，理 性决策，审慎投资。 公司存在高级管理人员减持股份计划，具体详见公司于 2025 年 7 月 ...

Core Viewpoint - Hezhong Electric (603063.SH) announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over three consecutive trading days from July 29 to July 31, 2025 [1] Company Overview - The company confirmed that there have been no changes to its main products, which include wind power generation products, photovoltaic power generation products, energy storage products, electric drive products, hydrogen power products, and power quality products [1] - The company noted market rumors regarding its involvement in HVDC products; however, it clarified that it currently does not have any HVDC products [1] Market Awareness - The company urged investors to be aware of the risks associated with secondary market trading, emphasizing the importance of risk awareness to prevent market speculation and to make rational investment decisions [1]

Core Viewpoint - The company, Hewei Electric (603063), experienced a significant stock price fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days from July 29 to July 31, 2025, indicating abnormal trading activity [1] Company Information - The company confirmed that there are no undisclosed significant information after self-examination and inquiries with major shareholders and actual controllers [1] - The main products of the company remain unchanged, covering wind power generation products, photovoltaic power generation products, energy storage products, electric drive products, hydrogen power products, and power quality products [1] - The company noted market rumors regarding its involvement in HVDC products; however, it currently does not have any HVDC products [1] - There is a plan for senior management to reduce their shareholdings [1] - The company advises investors to make rational investment decisions and be aware of investment risks [1]

龙虎榜机构热股 今天机构龙虎榜上榜36只个股，净买入20只，净卖出16只。当日机构买入最多的个股前三位是：工业富联（3日14.98亿）、禾望电气（3日4.57亿）、北方长 龙（2.41亿）。 此前扎克伯格多次强调AI在提升广告投放效率、为用户提供聊天机器人伙伴、帮助工程师编程等方面的潜力，并正为实现这一目标大举投资。 禾望电气 3日龙虎榜显示1家机构净买入4.57亿。 7月30日，安森美宣布与英伟达合作，共同推动向800V直流（VDC）供电架构转型。据介绍，这一变革性解决方案将推动下一代人工智能（AI）数据中心在 能效、密度及可持续性方面实现显著提升。 公司主研发大容量电源产品，涵盖交流/直流、低压/高压、风冷/液冷等多种类型，公司还提供SVG等电能质量产品，均可应用于AI数据中心电源系统。 龙虎榜知名游资 一、AI广告、AI营销 Meta周三盘后公布第二季度业绩，该公司营收超出预期，股价盘后一度大涨10%。媒体分析，这表明这家社交媒体巨头的广告业务增长速度依然足以支撑其 在人工智能上的激进投资。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | | | --- | --- | --- | --- | | 工 ...

Core Insights - On July 31, institutional investors showed significant activity in the stock market, with a total of 39 stocks being involved, of which 21 experienced net buying and 18 faced net selling [1][2]. Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were Industrial Fulian, Hewei Electric, and Yidian Tianxia, with net buying amounts of 1.498 billion, 457 million, and 173 million respectively [1][2]. - Other notable stocks with institutional net buying included Anglikang (172 million), Beifang Changlong (127 million), and Huilv Ecology (76.81 million) [2]. Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were Dongxin Co., New Henghui, and Gongchuang Turf, with net selling amounts of 119 million, 71.62 million, and 47.31 million respectively [1][3]. - Additional stocks that faced net selling included Hai Sen's Industry (2.37 million) and Ji Shi Media (4.51 million) [3].