资金面上看，两市主力资金全天净流出569.34亿元，主力资金净流入的行业仅有3个，计算机行业净流 入资金38.69亿元；银行行业净流入资金17.02亿元；传媒行业净流入资金2.22亿元。 沪指7月31日下跌1.18%，申万所属行业中，今日上涨的有2个，涨幅居前的行业为计算机、通信，涨幅 分别为0.39%、0.06%。跌幅居前的行业为钢铁、有色金属，跌幅分别为4.08%、3.19%。有色金属行业 位居今日跌幅榜第二。 有色金属行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603124 | 江南新材 | 10.01 | 33.97 | 13925.24 | | 600595 | 中孚实业 | -2.13 | 2.45 | 6834.43 | | 002203 | 海亮股份 | 7.03 | 3.57 | 5661.17 | | 601609 | 金田股份 | -1.64 | 3.03 | 3154.34 | | 600531 | 豫光金铅 | 0.74 | 6.70 | 2673.7 ...

金融界消息 截至2025年7月31日收盘，江南新材（603124）报收于55.29元，上涨10.01%，换手率 33.97%，成交量9.73万手，成交金额5.24亿元。 通过天眼查大数据分析，江西江南新材料科技股份有限公司共对外投资了3家企业，参与招投标项目48 次，知识产权方面有商标信息10条，专利信息97条，此外企业还拥有行政许可28个。 来源：金融界 江南新材最新一期业绩显示，截至2025一季报，公司营业总收入22.65亿元、同比增长25.52%，归属净 利润3653.94万元，同比增长10.85%，扣非净利润3571.50万元，同比增长32.03%，流动比率1.806、速动 比率1.504、资产负债率55.51%。 天眼查商业履历信息显示，江西江南新材料科技股份有限公司，成立于2007年，位于鹰潭市，是一家以 从事有色金属冶炼和压延加工业为主的企业。企业注册资本14574.5199万人民币，实缴资本10930.8899 万人民币。公司法定代表人为徐上金。 资金流向方面，今日主力资金净流入1.25亿元，占比成交额23.85%。其中，超大单净流入1.46亿元、占 成交额27.81%，大单净流出2072.3 ...

Market Overview - On July 16, the Shanghai Composite Index fell by 0.03%, with institutional investors appearing on the trading lists of 25 stocks, net buying 11 and net selling 14 [1][2] - The total net selling amount by institutional investors reached 1.015 billion yuan [1] Institutional Trading Activity - The stock with the highest net buying by institutional investors was Huahong Technology, which closed at the daily limit with a trading volume of 1.919 billion yuan and a turnover rate of 27.83%. The net buying amount was 112.81 million yuan [2][5] - Other notable stocks included Beifang Changlong, which rose by 6.59% with a turnover rate of 42.00% and a net buying amount of 70.49 million yuan [2][5] Performance of Net Bought Stocks - Stocks that were net bought by institutions saw an average increase of 5.35%, outperforming the Shanghai Composite Index. Stocks like Jujie Microfiber and Degute achieved daily limit increases [3] - Historical data indicates that stocks net bought by institutions have a 50.17% probability of rising the next day, with a 37.46% probability of increasing over the next three days [3] Earnings Forecasts - Among the stocks net bought by institutions, four have released half-year earnings forecasts, with Huahong Technology expected to see a net profit increase of 3384.71% [3] Net Sold Stocks - The stock with the highest net selling was C Huaxin, with a net selling amount of 999.70 million yuan. This stock had a significant net inflow of 3.172 billion yuan [3][6] - Annie Shares also saw substantial net selling, amounting to 247.11 million yuan, with a net outflow of 117 million yuan [3][6] Deep and Hong Kong Stock Connect Activity - On July 16, 12 stocks on the trading list had participation from the Shenzhen and Shanghai Stock Connect, with net buying in stocks like Hengbao Co. and Dawi Technology [7][8] - Hengbao Co. had a net buying amount of 160.75 million yuan, while stocks like Zhongdian Port and Qianhong Pharmaceutical experienced net selling [7][9]

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> PCB概念震荡反弹，鹏鼎控股（002938）涨停，江南新材（603124）、胜宏科技（300476）、生益科技 （600183）、东山精密（002384）、景旺电子（603228）、德福科技（301511）等跟涨。 ...

Group 1 - Jiangnan New Materials (603124) experienced a decline of 1.62% today, with a turnover rate of 28.70% and a trading volume of 445 million yuan, showing a fluctuation of 3.33% [2] - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its turnover rate, with a net buying amount of 4.4665 million yuan from brokerage seats [2] - In the last six months, the stock has appeared on the Dragon and Tiger List 15 times, with an average price drop of 2.22% the next day and an average drop of 2.16% over the following five days [2] Group 2 - The company's Q1 report revealed a total revenue of 2.265 billion yuan, representing a year-on-year growth of 25.52%, and a net profit of 36.5394 million yuan, up 10.85% year-on-year [2] - The main capital outflow today was 14.6545 million yuan, with a significant single order outflow of 10.3557 million yuan and a large order outflow of 4.2989 million yuan [2] - Over the past five days, the main capital has seen a net inflow of 92.6971 million yuan [2]

Core Insights - The IPO market in the first half of 2025 continued the strong momentum from the previous year, with 80% of new stocks yielding over 10,000 yuan in profit per share, and the highest profit exceeding 60,000 yuan [2][3] Group 1: IPO Market Performance - A total of 51 new companies were listed in the A-share market in the first half of 2025, a 15.91% increase from 44 in the same period of 2024 [3] - The average first-day increase for new stocks reached 229.09%, significantly higher than the 136.05% from the previous year [3] - The highest first-day gain was recorded by Jiangnan New Materials, which saw a closing price increase of 606.83% [3] Group 2: New Stock Characteristics - The trend of "low initial price-earnings ratio, low initial price, and low fundraising scale" is continuing in the new stock market [6][10] - The average initial price-earnings ratio for the 51 new companies was 18.84 times, lower than the 22.9 times from the previous year [9] - The average initial price of new stocks was 22.27 yuan per share, down from 25.44 yuan in the same period last year [9] Group 3: Fundraising and Market Dynamics - The total fundraising amount for the 51 new companies was 37.355 billion yuan, an increase from 32.493 billion yuan in the previous year [7] - The average fundraising amount per new company was 9.83 million yuan for the main board, 5.92 million yuan for the growth enterprise market, and 3.69 million yuan for the Beijing Stock Exchange [7][8] - The average online winning rate for new stocks was only 0.0289%, significantly lower than the 0.6690% in 2022 [5]

Group 1 - Jiangnan New Materials (603124) experienced a decline of 1.24% today, with a turnover rate of 26.65% and a trading volume of 390 million yuan, showing a fluctuation of 5.88% [1] - Institutional investors net sold 8.22 million yuan, while brokerage seats collectively net bought 5.54 million yuan [1][2] - The stock has been listed on the龙虎榜 (Dragon and Tiger List) 12 times in the past six months, with an average price drop of 2.56% the day after being listed and a subsequent average increase of 0.42% over the following five days [3] Group 2 - In the latest quarterly report, Jiangnan New Materials reported a revenue of 2.265 billion yuan for Q1, representing a year-on-year growth of 25.52%, and a net profit of 36.54 million yuan, up 10.85% year-on-year [3] - The main capital flow for the stock today showed a net inflow of 322,300 yuan, with large orders experiencing a net outflow of 1.326 million yuan and a net inflow of 1.648 million yuan from large funds [3]

Group 1 - The PCB concept sector experienced a short-term surge, with notable stocks such as Nord Shares (600110) and Zhengye Technology (300410) hitting the daily limit up [1] - Zhongjing Electronics (002579) previously reached the limit up, while companies like Zhongyi Technology (301150) and Qiangli New Materials (300429) saw increases exceeding 10% [1] - Other companies including Defu Technology (301511), Jiangnan New Materials (603124), Jiayuan Technology, Guanghua Technology (002741), and Tianshan Electronics (301379) also followed the upward trend [1]

Group 1 - The core viewpoint of the article highlights the active cash dividend distribution among listed companies, with a total of 3,676 companies proposing distribution plans for the 2024 fiscal year, and 3,671 of them including cash dividends totaling 1.64 trillion yuan [1][2] - The implementation of dividend distribution is concentrated around two key dates: the ex-dividend date and the record date, with 1,948 companies having already implemented their distribution plans [1] - Companies with significant cash dividends include Perlay, which offers 11.90 yuan per 10 shares, followed by Anji Food and Zhengqi Co., with 10.15 yuan and 9.20 yuan per 10 shares respectively [1][2] Group 2 - Among the companies distributing dividends today, Shanke Intelligent, Nanling Technology, and Junxin Co. have the highest stock transfer ratio of 4.00 shares for every 10 shares [2] - The stock performance of companies with dividend distributions shows that Yingli Automotive has the highest increase over the past five days, with a rise of 33.33%, followed by Deyi Culture and Hengbao Co. [2][3] - A detailed list of companies and their respective dividend distributions and stock performance is provided, indicating various payout amounts and recent price changes [3][4]

Group 1 - Jiangnan New Materials (603124) closed at 45.93 yuan on June 13, 2025, up 10.01% from 41.75 yuan the previous week [1] - The stock reached a weekly high of 50.58 yuan on June 12 and a low of 41.38 yuan on June 10, with one limit-up and no limit-down occurrences during the week [1] - The current market capitalization of Jiangnan New Materials is 6.694 billion yuan, ranking 18th out of 30 in the metal new materials sector and 2283rd out of 5150 in the A-share market [1] Group 2 - Jiangnan New Materials was listed on the trading leaderboard twice on June 12 and June 13 due to a turnover rate reaching 20% within the last five trading days [2][4] - The company announced a cash dividend of 0.37 yuan per share for the 2024 annual equity distribution, with the record date set for June 16, 2025, and the payment date on June 17, 2025 [3][4] - The total cash dividend distribution amounts to approximately 53.93 million yuan (including tax) [3]