Market Overview - The market showed mixed performance with the Shanghai Composite Index down 0.68% to 3591.26 points, the Shenzhen Component Index down 0.45% to 11152.77 points, and the ChiNext Index up 0.43% to 2377.84 points [1][2]. Sector Performance - Strong sectors included assisted reproduction, AI technology, and liquid cooling servers, while steel, oil and gas, and coal mining sectors declined [4]. Capital Flow - Major capital inflows were observed in the computer, communication, and pharmaceutical sectors, while outflows were noted in non-ferrous metals, food and beverage, and public utilities [5]. Stock Specifics - Notable net inflows were seen in stocks such as Cambridge Technology (14.63 billion), Easy Point (12.33 billion), and Changying Precision (11.54 billion) [6]. - Conversely, significant net outflows were recorded for Kweichow Moutai (12.81 billion), CATL (8.85 billion), and Midea Group (7.26 billion) [7]. Institutional Insights - China Galaxy Securities indicated that the real estate sector may see overall valuation recovery, with leading companies benefiting from lower financing costs and high market share in core areas [9]. - CITIC Securities highlighted a shift in policy supporting the innovative drug and medical device industries, suggesting potential valuation and performance recovery in the medical device sector [9]. - Huatai Securities provided insights on the AI large model industry chain, noting a new growth phase driven by token growth, increasing server computing demand, and a competitive landscape fostering industry advancement [10].

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of July 31, with Tianfeng Securities leading at 787 million yuan [1] Group 1: Capital Inflow - Tianfeng Securities received an inflow of 787 million yuan [1] - Nord Shares followed with an inflow of 743 million yuan [1] - Yidian Tianxia attracted 700 million yuan in capital [1] - Yongyou Network saw an inflow of 679 million yuan [1] - 360 Technology had an inflow of 668 million yuan [1] - Cambridge Technology received 645 million yuan [1] - Inspur Information attracted 603 million yuan [1] - XD Industrial Wealth saw an inflow of 590 million yuan [1] - Leo Holdings received 566 million yuan [1] - Changying Precision attracted 514 million yuan [1] - Tianfu Communication saw an inflow of 432 million yuan [1] - Cambrian AI received 415 million yuan [1] - Great Wall Military Industry attracted 405 million yuan [1] - Nanxing Shares saw an inflow of 338 million yuan [1] - Kunlun Wanwei received 303 million yuan [1] - Zhongji Xuchuang attracted 299 million yuan [1] - Shenghong Technology saw an inflow of 294 million yuan [1] - Hengbao Shares received 292 million yuan [1] - BlueFocus Communication attracted 271 million yuan [1] - Jiechang Drive saw an inflow of 249 million yuan [1]

Market Overview - On July 31, A-shares opened mixed, with the Shanghai Composite Index slightly lower and the Shenzhen Component and ChiNext indices in the green [2] - By midday, the Shanghai Composite Index had dropped over 1%, while all three major indices were collectively in the red [2][3] Sector Performance - The cyclical sectors such as steel, precious metals, coal, and real estate experienced significant declines, while sectors like communication and computer technology showed strength [4] - The communication equipment sector rose by 1.98%, and electronic components increased by 1.87% [5] Hong Kong Market - The Hong Kong market also saw declines, with the Hang Seng Index and the Hang Seng China Enterprises Index dropping over 1% [6][7] - Longfor Group led the decline among Hang Seng constituents, falling over 5% [6] CPO and Liquid Cooling Server Stocks - CPO concept stocks were notably active, with Cambridge Technology hitting the daily limit and Lian Te Technology rising over 10% [10] - Liquid cooling server stocks also performed well, with Siquan New Materials hitting the daily limit and Yingweike reaching a new historical high shortly after opening [12] Assisted Reproductive Technology Sector - The assisted reproductive sector saw strong performance, with stocks like Gongtong Pharmaceutical and Lide Man hitting the daily limit, and other stocks like Anke Bio and Guangsheng Tang experiencing significant gains [17] - A new policy from the Beijing government aims to enhance reproductive health services and include assisted reproductive technology in medical insurance coverage, which is expected to boost the sector [19] South Road Machinery - South Road Machinery opened high and reached the daily limit, achieving a remarkable performance of "9 days 8 boards," with its stock price doubling since the beginning of the current rally [21] - The company announced a cumulative increase of 91% in its stock price since July 18, indicating potential market overheating despite no significant changes in its fundamentals [21]

格隆汇7月31日｜A股市场CPO概念股集体走强，其中，汇绿生态、剑桥科技、长飞光纤涨停，联特科 技涨超9%，中际旭创涨超6%再创历史新高，锐捷网络、天孚通信、曙光数创涨超4%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | � | 10.02 | 113亿 | | 603083 | 剑桥科技 | 报 | 10.01 | 146亿 | | 601869 | 长飞乐红 | 부 | 10.00 | 405亿 | | 301205 | 联特科技 | | 9.55 | 136亿 | | 603773 | 沃格光电 | | 6.74 | 64.41亿 | | 300308 | 中际旭创 | 1 | 6.41 | 2490亿 | | 301165 | 锐捷网络 | 1 | 4.65 | 515亿 | | 300394 | 天孚通信 | 年 | 4.50 | 826亿 | | 872808 | 曙光数创 | 长 | 4.19 | 120亿 | | 600601 | 方正科技 | 资 | 3.48 | 261亿 | | ...

格隆汇7月31日｜A股市场CPO概念股集体走强，其中，汇绿生态、剑桥科技、长飞光纤(601869)涨停， 联特科技涨超9%，中际旭创(300308)涨超6%再创历史新高，锐捷网络、天孚通信、曙光数创涨超4%。 | 代码 | 名称 | 涨幅% ↓ | | 总市值 | | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | - | 10.02 | 113亿 | | 603083 | 剑桥科技 | * * | 10.01 | 146亿 | | 601869 | 长飞洗红 | - | 10.00 | 405亿 | | 301205 | 联特科技 | | 9.55 | 136亿 | | 603773 | 沃格光电 | | 6.74 | 64.41亿 | | 300308 | 中际旭创 | 1 | 6.41 | 2490亿 | | 301165 | 锦捷网络 | → | 4.65 | 515亿 | | 300394 | 天孚通信 | 来 | 4.50 | 826亿 | | 872808 | 曙光数创 | 资 | 4.19 | 120亿 | | 600601 | 方正科技 | 来 ...

Group 1 - The core viewpoint of the news highlights a strong performance in the communication sector, with the National Communication Index rising by 1.38% and significant gains in constituent stocks such as Dingtong Technology and Liante Technology [1][3] - The Communication ETF (159695) experienced a 1.46% increase, reaching a peak of 2.57% during trading, indicating robust investor interest [1][3] - The trading volume for the Communication ETF was 789.36 million yuan, with a turnover rate of 6.49%, reflecting active market participation [3] Group 2 - The Communication ETF has seen a net asset value increase of 47.69% over the past year, with the highest single-month return recorded at 24.48% since its inception [3] - The ETF's recent performance includes a 600,000 share increase in the last six months, positioning it as the leader in new share growth among comparable funds [3] - The communication sector is benefiting from advancements in overseas computing power supply chains and the ongoing development of commercial aerospace, which is expected to enhance satellite communication infrastructure [3][4] Group 3 - Longjiang Securities noted significant accumulation in the communication sector by public funds, particularly focusing on optical modules as a core investment direction [4] - The top ten weighted stocks in the National Communication Index account for 59.17% of the index, with companies like Zhongji Xuchuang and China Telecom being prominent players [4][6] - The communication sector is viewed as having high configuration cost-effectiveness due to its current low valuation, making it an attractive investment opportunity [4]

Group 1 - The core viewpoint of the article highlights the significant rise in AI industry stocks, particularly in companies like DingTong Technology and Shengyi Electronics, which have reached new historical highs [1] - Domestic large models represented by the DeepSeek series are now comparable in performance to leading overseas models, with lower costs, indicating a shift from "usable" to "well usable" [1] - The application of domestic large models in sectors such as finance and office work is noteworthy, with AI Agents already being implemented in enterprise management scenarios, suggesting substantial future growth potential [1] Group 2 - Domestic AI chip manufacturers like Haiguang Information, Huawei, and Cambricon have made positive breakthroughs in AI chip products, while companies such as Suiyuan, Muxi, Tianshu, and Biran are also rapidly developing [1] - The domestic AI industry chain is gradually improving from computing power, algorithms to application scenarios, as noted by Ping An Securities [1] - The intelligent driving market in China, valued in trillions, is accelerating its penetration, with a significant trend towards the popularization of smart driving [1]

格隆汇7月31日｜A股CPO概念股走强，生益电子涨超10%；中际旭创涨近6%，股价再创历史新高；剑 桥科技、东山精密、太辰光等大涨。 ...

证券代码：603083 证券简称：剑桥科技 公告编号：临 2025-043 上海剑桥科技股份有限公司 第五届董事会第十五次会议决议公告 特别提示 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。 上海剑桥科技股份有限公司（以下简称"公司"）于 2025 年 7 月 18 日向全 体董事书面发出关于召开公司第五届董事会第十五次会议的通知，并于 2025 年 7 月 23 日以通讯表决方式召开了本次会议。本次会议由董事长 Gerald G Wong 先生 召集，本次会议应参会董事 7 名，实际参会董事 7 名。会议的召集、召开和表决 程序符合《中华人民共和国公司法》《上海剑桥科技股份有限公司章程》以及其 他相关法律、法规和规范性文件的规定。全体董事审议并通过了如下议案并形成 决议： 一、审议通过关于向商业银行申请授信额度的议案 同意公司向相关商业银行申请总规模不超过人民币 48.60 亿元的综合授信额 度（最终额度以各银行实际批复的授信额度为准）。其中，向上海银行股份有限 公司漕河泾支行、中国进出口银行上海分行、上海浦东发展银行股份 ...

Core Viewpoint - The legal opinion letter from Shanghai Junlan Law Firm confirms that the repurchase and cancellation of restricted stocks by Shanghai Cambridge Technology Co., Ltd. is in compliance with relevant laws and regulations, and will not significantly impact the company's financial status or operational results [1][9]. Summary by Sections Approval and Authorization of Repurchase - The company has obtained necessary approvals and authorizations for the repurchase and cancellation of restricted stocks as per the resolutions passed in the first extraordinary general meeting of 2022 [3][5]. Details of the Repurchase - The repurchase involves a total of 22,000 restricted stocks from 9 individuals, including 8 who left the company and 1 who retired, with a total of 2.20 million shares to be repurchased [6][8]. - The repurchase price is set at 6.19 yuan per share, funded by the company's own resources [6][7]. Impact of the Repurchase - The repurchase will not have a significant impact on the company's financial condition or operational results, nor will it affect the motivation and stability of the management team [7][9]. Arrangement for the Repurchase - The company has opened a dedicated securities account for the repurchase and plans to complete the cancellation by July 24, 2025, followed by necessary changes in business registration [7][8]. Disclosure of Information - The company has fulfilled its current information disclosure obligations as required by relevant regulations and will continue to comply with future disclosure requirements [9].