工业母机概念4日盘中发力上扬，截至发稿，华东数控（002248）、国机精工（002046）、江南新材 （603124）涨停，夏厦精密（001306）、山东威达（002026）、华中数控（300161）等涨超4%。 消息面上，近日，工业和信息化部等八部门印发《机械工业数字化转型实施方案》，提出到2027年，数 智技术在产品研发设计、生产制造、经营管理、运维服务等环节广泛应用，智能制造能力成熟度二级及 以上企业占比达50%，建成不少于200家卓越级智能工厂，带动机械企业研发设计、生产制造、供应链 管理数字化智能化水平稳步提升；培育一批既懂行业又懂数字化的系统解决方案供应商，形成不少于 200个优秀场景化解决方案，服务能力显著增强。到2030年，机械工业规上企业基本完成一轮数字化改 造，重点企业的产业链供应链上下游实现数据互联、共享协同，骨干企业深度应用人工智能技术，智能 制造能力成熟度二级及以上企业占比达60%，建成不少于500家卓越级智能工厂，基本形成系统完备、 安全可控的产品及服务供给体系，行业数字化智能化水平大幅提升。 方案还提出，面向工业领域老旧设备改造需求，深入实施大规模设备更新行动，支持企业集成应用感 ...

PET铜箔板块短线拉升，江南新材（603124）、隆扬电子（301389）涨停，洪田股份（603800）、方邦 股份、铜冠铜箔（301217）、中一科技（301150）、利元亨等纷纷走高。 ...

江南新材(603124)今日下跌1.41%，全天换手率40.55%，成交额6.46亿元，振幅6.61%。龙虎榜数据显 示，营业部席位合计净卖出841.83万元。 4月29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22.65亿元，同比增长25.52%，实现净 利润3653.94万元，同比增长10.85%。（数据宝） 上交所公开信息显示，当日该股因日换手率达40.55%上榜，营业部席位合计净卖出841.83万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.66亿元，其中，买入成交额为7887.79 万元，卖出成交额为8729.62万元，合计净卖出841.83万元。 具体来看，今日上榜营业部中，第一大买入营业部为国投证券股份有限公司深圳安信金融大厦证券营业 部，买入金额为2173.43万元，第一大卖出营业部为国信证券股份有限公司北京分公司，卖出金额为 2185.80万元。 近半年该股累计上榜龙虎榜21次，上榜次日股价平均跌2.25%，上榜后5日平均跌2.34%。 资金流向方面，今日该股主力资金净流入1894.04万元，其中，特大单净流入2272.97万元，大单资金净 流出378.93万元 ...

江南新材(603124)今日涨停，全天换手率33.97%，成交额5.24亿元，振幅7.97%。龙虎榜数据显示，营 业部席位合计净买入6231.26万元。 上交所公开信息显示，当日该股因日换手率达33.97%上榜，营业部席位合计净买入6231.26万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.16亿元，其中，买入成交额为8912.15 万元，卖出成交额为2680.89万元，合计净买入6231.26万元。 资金流向方面，今日该股主力资金净流入1.39亿元，其中，特大单净流入1.42亿元，大单资金净流出 273.37万元。近5日主力资金净流入1.13亿元。 4月29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22.65亿元，同比增长25.52%，实现净 利润3653.94万元，同比增长10.85%。（数据宝） 江南新材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 | 国信证券股份有限公司北京分公司 | 2158.98 | | | 买二 | 中 ...

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]