一、强势个股 截至7月29日收盘，上证综指上涨0.33%，收于3609.71点，深证成指上涨0.64%，收于11289.41点，创业 板指上涨1.86%，收于2406.59点。今日沪深两市A股共计48只涨停，综合当前连板数以及当日龙虎榜数 据，其中较为强势的前三只个股分别为：南方路机（603280）、山河智能（002097）与西藏天路 （600326）。今日强势个股前10位具体数据见下表： | 概念名称 | 涨跌幅(%) | 涨停成分股占比(%) | 上涨成分股占比(%) | 下跌成分股占比(%) | | --- | --- | --- | --- | --- | | CRO概念 | 4.0 | 4.48 | 91.04 | 8.96 | | 变组蛋白 | 29 | 1.96 | 80.39 | 17.65 | | 创新药 | 279 | 3.86 | 82.83 | 16.31 | | 减肥药 | 2.76 | 1.82 | 89.09 | 10.91 | | F5G概念 | 243 | 278 | 75.0 | 25.0 | | 细胞免疫治疗 | 2.42 | 1.69 | 71.19 | 27.12 | ...

证券之星消息，7月29日工程机械板块较上一交易日上涨0.74%，南方路机领涨。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。工程机械板块个股涨跌见下表： 从资金流向上来看，当日工程机械板块主力资金净流出9.07亿元，游资资金净流入3.49亿元，散户资金 净流入5.58亿元。工程机械板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Viewpoints - The low-altitude economy is developing well, with strong support from government policies, particularly in emergency equipment and low-altitude applications [3][4] - The mechanical equipment sector is expected to maintain steady growth, driven by competitive advantages in exports and domestic demand [4] Weekly Market Review - From July 20 to July 25, 2025, the Shanghai Composite Index rose by 1.67%, the Shenzhen Component Index by 2.33%, and the ChiNext Index by 2.76%. The Shenwan Mechanical Equipment Index increased by 2.56%, outperforming the CSI 300 Index by 0.86 percentage points, ranking 16th among 31 Shenwan primary industries [12][14] - Sub-sectors such as general equipment, specialized equipment, rail transit equipment II, engineering machinery, and automation equipment saw respective increases of 2.32%, 1.98%, 3.02%, 5.34%, and 1.48% [12][15] Key Sector Tracking - The low-altitude economy sector is bolstered by various government initiatives, including the "Three-Year Action Plan for High-Quality Development of Emergency Equipment Industry in Hunan Province (2025-2027)", aiming for an industry revenue exceeding 100 billion yuan by 2027 [3][25] - The mechanical equipment sector is supported by a recent trade agreement between the US and Japan, which is expected to enhance the competitive position of domestic leading enterprises [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, Huasheng Group, and Nairui Radar [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Huazhong CNC and Kede CNC for industrial mother machines [5]

南方路机（603280）今日涨10.01%，换手率46.06%，成交额5.25亿，盘后龙虎榜数据显示，作手新一席 位净买入2061.39万元，流沙河席位净买入1011.81万元。 ...

Stock Performance - Copper Crown Copper Foil has seen a 20.00% increase over 3 days with a focus on copper-clad laminates [2] - Junya Technology debuted with a 10.01% rise, driven by PCB and smart driving technologies [2] - Xing Sen Technology also debuted with a 10.02% increase, attributed to RSW [2] - Fangbang Co. achieved a 20.01% increase, linked to copper foil production [2] - Dazhu CNC experienced a 19.99% rise, driven by PCB equipment [2] - Shen Nan Circuit debuted with a 10.00% increase, attributed to RSW [3] - Chip Qu Technology saw a 20.00% rise, linked to PCB and lithography machines [3] - Nanya New Materials experienced a 14.47% increase, driven by copper-clad laminates [3] Pharmaceutical Industry - The domestic innovative drug industry is expected to experience a significant sales surge and overseas revenue increase over the next two years, marking a pivotal point for the industry's profitability model [4] - Fengyuan Pharmaceutical debuted with a 9.97% increase, linked to the pharmaceutical sector [5] - Haisike saw a 10.00% rise, attributed to innovations in Tibetan medicine [5] - Yatai Pharmaceutical debuted with a 9.95% increase, focusing on innovative drugs [6] - Heng Rui Pharmaceutical achieved a 10.00% increase, driven by innovative drug developments [6] Engineering Machinery - A major investment of 1.2 trillion yuan in a super hydropower project was officially announced, boosting the engineering machinery sector [7] - Southern Road Machinery has seen a 10.01% increase over 6 days, attributed to engineering machinery and robotics [8] - Mountain River Intelligent experienced a 9.99% rise, linked to shield machines [8] Military Industry - The military sector is showing signs of performance improvement, with positive changes becoming more evident [9] - Boyun New Materials achieved a 10.00% increase over 6 days, linked to military and shield machinery [10] - Great Wall Electric saw a 10.05% rise, attributed to nuclear power and military applications [10] Robotics - The launch of the Unitree R1 humanoid robot, priced from 39,900 yuan, is expected to drive growth in the robotics sector [12] - Shenkai Co. debuted with a 9.96% increase, linked to robotics [13] - Tian Yong Intelligent saw a 9.99% rise, attributed to robotics [13] Digital Currency - The Hong Kong Stablecoin Regulation is set to take effect on August 1, which may impact the digital currency market [18] - Aoride achieved a 10.09% increase, linked to RWA and computational power [19] Agricultural Chemicals - The China Pesticide Industry Association announced a campaign to improve market order, expected to reduce competition by 2027 [20] - New Agricultural Co. saw a 10.03% increase over 2 days, linked to agricultural chemicals [21] - Hailier achieved a 9.99% rise, attributed to the agricultural sector [21] Cultural Media - The anti-war film "Nanjing Photo Studio" grossed 157 million yuan on its opening day, indicating strong market interest [22] - China Film saw a 10.04% increase, linked to the film industry [24] Sports Industry - The 2025 World Games will be held in Chengdu, China, focusing on non-Olympic sports [25] - Shuhua Sports debuted with a 10.05% increase, linked to fitness equipment [26] Water Conservancy - The announcement of a 1.2 trillion yuan investment in a super hydropower project is expected to boost the water conservancy sector [27] - Han Jian He Shan achieved a 10.08% increase over 6 days, linked to water conservancy [28]

New Stock Issuance - Tianfu Long (732406) issued at a price of 23.60 on July 28, 2025[1] - Shenkai Co. (002633) has a tender offer period from July 29 to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17 to August 15, 2025[1] Abnormal Fluctuations - ST Wanfang (000638) reported significant abnormal fluctuations on July 25, 2025[2] - ST Zhengping (603843) experienced abnormal fluctuations on July 24, 2025[2] - Jiangnan Chemical (002226) noted abnormal fluctuations on July 23, 2025[2] Market Alerts - ST Zitian (300280) reported severe abnormal fluctuations on July 21, 2025[1] - Huayin Power (600744) indicated abnormal fluctuations on July 15, 2025[1] - ST Gaohong (000851) reported abnormal fluctuations on July 23, 2025[3]

4月25日公司发布的一季报数据显示，一季度公司共实现营业总收入1.34亿元，同比下降28.96%，实现 净利润0.11亿元，同比增长22.81%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.25 | -1.99 | 53.88 | -1550.64 | | 2025.07.24 | 10.01 | 29.85 | 0.16 | | 2025.07.23 | 10.00 | 64.76 | 4764.26 | | 2025.07.22 | 9.99 | 32.80 | 4326.31 | | 2025.07.21 | 10.00 | 47.75 | 5969.49 | | 2025.07.18 | 1.36 | 12.82 | -67.74 | | 2025.07.17 | -0.23 | 7.05 | -83.91 | | 2025.07.16 | 0.43 | 7.81 | -20.67 | | 2025.07.15 | -2.28 | 11.41 | -414.88 | ...

暗盘资金一眼洞悉庄家意图>> 工程机械板块短线拉升，山河智能（002097）、南方路机（603280）涨停，拓山重工（001226）此前封 板,铁拓机械涨超10%，恒立钻具、永达股份（001239）、五新隧装、唯万密封（301161）、厦工股份 （600815）等跟涨。 ...

Market Performance - The Shanghai Composite Index rose by 1.67% this week, with 71 stocks having a turnover rate exceeding 100% [2] - Among the stocks with a turnover rate over 100%, the machinery equipment sector had the highest representation with 19 stocks, followed by the electronics and power equipment sectors, each with 7 stocks [2] High Turnover Stocks - The stock with the highest turnover rate this week was Southern Road Machinery, with a turnover rate of 229.04% and a price increase of 43.51%. It saw a net inflow of 135.09 million yuan from major funds [2] - Iron Tuo Machinery had a turnover rate of 205.57% and a price increase of 64.86%, but experienced a net outflow of 4.85 million yuan from major funds [2] - Weiwan Sealing ranked third with a turnover rate of 203.97% and a price increase of 13.99%, but had a net outflow of 8 million yuan from major funds [3] Stock Performance Overview - The average increase for stocks with a turnover rate over 100% was 12.01%, with 52 stocks rising and 19 stocks falling [3] - The top gainers included Hengli Drill Tools, Iron Tuo Machinery, and Tianrun Technology, with increases of 184.05%, 64.86%, and 51.04% respectively [3] - The stocks with the largest declines included Xinling Electric, C Shanda, and Wenzhou Hongfeng, with decreases of 16.41%, 15.72%, and 15.06% respectively [3] Earnings Forecasts - Among the stocks with a turnover rate over 100%, 25 companies released half-year earnings forecasts, with 11 expecting profit increases and 3 expecting profits [3] - Huahong Technology is projected to have the highest net profit increase, with a median expected net profit of 77.50 million yuan, representing a year-on-year increase of 3384.71% [3]

Market Overview - As of July 25, the Shanghai Composite Index closed at 3593.66 points, down 12.07 points, a decrease of 0.33% [1] - The Shenzhen Component Index closed at 11168.14 points, down 24.92 points, a decrease of 0.22% [1] - The ChiNext Index closed at 2340.06 points, down 5.31 points, a decrease of 0.23% [1] Trading Activity - A total of 89 A-shares had a turnover rate exceeding 20% on this day [1] - Notable stocks with high turnover rates included: - C Jiyuan with a turnover rate of 54.05% and a closing price of 39.11 yuan, up 1.14% [1] - Nanfang Luji with a turnover rate of 53.88% and a closing price of 37.47 yuan, down 1.99% [1] - C Shanda with a turnover rate of 46.70% and a closing price of 56.34 yuan, down 7.32% [1] - Xizang Tianlu with a turnover rate of 45.81% and a closing price of 15.43 yuan, up 9.98% [1] Notable Stocks - Other stocks with significant turnover rates included: - Kangzhi Pharmaceutical with a turnover rate of 43.46% and a closing price of 7.61 yuan, up 0.66% [1] - Tianrun Technology with a turnover rate of 42.98% and a closing price of 32.76 yuan, up 30.00% [1] - Tietuo Machinery with a turnover rate of 40.09% and a closing price of 30.45 yuan, up 5.58% [1] - Stocks with notable declines included: - Shenong Agriculture with a turnover rate of 39.57% and a closing price of 4.94 yuan, down 9.69% [1] - Han Jian Heshan with a turnover rate of 38.93% and a closing price of 5.95 yuan, down 9.98% [1]