（文章来源：每日经济新闻） 每经AI快讯，截至8月6日收盘，共21只个股5日量比超过5倍。*ST亚振5日量比达11.49倍，顺威股份5日 量比8.08倍，上海港湾、爱仕达、机器人5日量比均超7倍。 ...

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.05 | 4.99 | 0.12 | 326.25 | | 2025.08.04 | 4.98 | 0.06 | 298.77 | | 2025.08.01 | 5.01 | 0.17 | 43.81 | | 2025.07.31 | 4.98 | 0.09 | 111.85 | | 2025.07.30 | 4.99 | 1.81 | 292.68 | | 2025.07.29 | -5.01 | 1.68 | -2065.00 | | 2025.07.28 | -4.98 | 2.03 | -647.11 | | 2025.07.25 | -4.75 | 3.03 | -2534.42 | | 2025.07.24 | -4.91 | 2.56 | -2801.11 | | 2025.07.23 | 4.99 | 2.45 | -1380.24 | （文章来源：证券时报网） 4月30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0.41亿元，同比 ...

（文章来源：每日经济新闻） 每经AI快讯，*ST亚振涨停走出6连板，6天累计涨幅达33.97%。 ...

Core Viewpoint - The renovation and building materials sector experienced a slight increase, closing at 14,314.78 points with a growth rate of 1.12% on August 5, indicating positive market sentiment in this industry [1] Company Performance - Keshun Co. closed at 5.60 CNY per share, leading the sector with a growth of 5.86% [1] - Filinger Co. closed at 20.42 CNY per share, with a growth of 5.42%, ranking second in the sector [1] - *ST Yazhen closed at 26.10 CNY per share, with a growth of 4.99%, ranking third [1] - Songlin Technology closed at 28.78 CNY per share, leading the decline with a drop of 4.00% [1] - Yangzi New Materials closed at 4.02 CNY per share, with a decline of 2.43%, ranking second in losses [1] - Oppein Home closed at 53.28 CNY per share, with a decline of 1.37%, ranking third in losses [1] Industry Outlook - Dongwu Securities released a report indicating that the home decoration industry is expected to benefit significantly from the old-for-new subsidy and service consumption stimulus policies in Q3 of 2025 [1] - The real estate chain is nearing a clearing phase, with a significant improvement in supply dynamics, suggesting a stable demand in 2025 and marking a turning point for long-term cycles [1] - The report emphasizes a preference for undervalued consumer leaders and expansion-oriented companies within the sector [1] - In the event of a rapid decline in external demand, infrastructure projects in central and western regions may serve as a potential relief measure [1]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued guidelines to enhance the role of the capital market in mergers and acquisitions, leading to an active period for listed companies in restructuring and diversification [2] Group 1: Company Developments - ST Yazhen (603389.SH) announced a change in control with the entry of Yuxiao Group, marking a shift towards diversified operations in the mining sector [2][3] - ST Yazhen plans to invest 55.45 million yuan to acquire a 51% stake in Guangxi Zirconium Industry Co., Ltd., which focuses on zircon-titanium ore processing with an annual capacity of 600,000 tons [2][3] - Guangxi Zirconium has generated approximately 127 million yuan in revenue from January to May 2025, with potential for further revenue growth as production ramps up [2][4] Group 2: Industry Context - The acquisition is part of a broader strategy by Yuxiao Group, which holds over 100 million tons of zircon-titanium ore resources in Mozambique, indicating a significant shift for ST Yazhen from a traditional home furnishings manufacturer to a resource-oriented platform [3][4] - Zircon-titanium ore is a strategic resource with applications in high-end manufacturing, aerospace, and electronics, with global reserves concentrated in Australia, South Africa, and Mozambique [3] - In 2024, China imported 1.7706 million tons of zircon sand and concentrates, a year-on-year increase of 13.78%, and approximately 5.049 million tons of titanium ore, up 18.75%, highlighting the ongoing demand and supply challenges in the domestic market [4] Group 3: Financial Implications - Yuxiao Group's net asset scale has surpassed 10 billion yuan, providing strong financial backing for ST Yazhen's transformation [4] - The merger represents a deep integration of mining capital with a listed company, potentially leading to a revaluation of traditional manufacturing sectors and creating new growth avenues for ST Yazhen [4][5] - The "resource + manufacturing + capital" model is expected to help ST Yazhen break through traditional manufacturing valuation ceilings, aiming for long-term stable returns for shareholders [5]

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.04 | 4.98 | 0.06 | 298.77 | | 2025.08.01 | 5.01 | 0.17 | 43.81 | | 2025.07.31 | 4.98 | 0.09 | 111.85 | | 2025.07.30 | 4.99 | 1.81 | 292.68 | | 2025.07.29 | -5.01 | 1.68 | -2065.00 | | 2025.07.28 | -4.98 | 2.03 | -647.11 | | 2025.07.25 | -4.75 | 3.03 | -2534.42 | | 2025.07.24 | -4.91 | 2.56 | -2801.11 | | 2025.07.23 | 4.99 | 2.45 | -1380.24 | | 2025.07.22 | 5.02 | 1.61 | -1155.60 | 4月30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0.41亿元，同比增长26.83%，实现 ...

Group 1 - The company *ST亚振 plans to acquire a 51% stake in Guangxi Zirconium Industry Co., Ltd. from Hainan Zirconium Titanium Resources Holding Group for a transaction price of 55.449 million yuan [2] - The company primarily operates in the mid-to-high-end furniture sector, which has faced growth challenges due to multiple factors including real estate market adjustments and raw material price fluctuations [2] - The actual controller of *ST亚振 has changed to Wu Tao, who is the legal representative and chairman of Yuxiao Group, an international enterprise engaged in the mining and utilization of zirconium, titanium, rare earths, and graphite [2] Group 2 - Guangxi Zirconium Industry focuses on zirconium and titanium ore selection with a planned production capacity of 600,000 tons per year, and it imports raw materials for processing and sales [3] - The company is currently in the construction phase and has not generated revenue yet; it is expected to achieve a revenue of 127 million yuan from its main business in the first five months of 2025 [3] - The performance commitment period for the acquisition is set for 2025 to 2027, with a cumulative net profit target of no less than 65 million yuan during this period [3]

亚振家居股份有限公司 股票交易风险提示公告 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： 近期亚振家居股份有限公司（以下简称"公司"）A 股股票价格波动较大， 如后续公司股票交易进一步出现重大异常，为保护中小投资者合法权益，公司将 依规申请停牌核查。敬请广大投资者理性投资并注意投资风险。 证券代码：603389 证券简称：*ST 亚振 公告编号：2025-068 二级市场交易风险。公司股票于 2025 年 7 月 30 日、7 月 31 日、8 月 1 日、 8 月 4 日连续四个交易日出现涨停。公司股票短期涨幅与同期上证指数、家具制 造业存在严重偏离。根据中证指数有限公司官方网站发布的最新滚动市盈率和市 净率数据（更新日期：2025 年 8 月 1 日）显示，公司最新滚动市盈率为亏损； 市净率为 26.66，严重高于同行业水准。可能存在市场情绪过热，非理性炒作情 形。 收购不确定性风险。公司拟向海南锆钛资源控股集团有限公司（以下简称 "交易对方"或"海南锆钛"）购买其持有的广西锆业 51.00%的股权。本次 ...

资金面上看，今日培育钻石概念板块获主力资金净流入2.15亿元，其中，11股获主力资金净流入，5股 主力资金净流入超千万元，净流入资金居首的是国机精工，今日主力资金净流入1.26亿元，净流入资金 居前的还有楚江新材、潮宏基、曼卡龙等，主力资金分别净流入4532.46万元、4297.98万元、2660.18万 元。 资金流入比率方面，*ST亚振、国机精工、楚江新材等流入比率居前，主力资金净流入率分别为 75.45%、23.45%、14.05%。（数据宝） 截至8月4日收盘，培育钻石概念上涨2.89%，位居概念板块涨幅第9，板块内，17股上涨，国机精工、 *ST亚振等涨停，潮宏基、英诺激光、沃尔德等涨幅居前，分别上涨6.61%、5.43%、3.79%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.68 | 乳业 | -0.46 | | 军工信息化 | 3.75 | 动物疫苗 | -0.39 | | 军民融合 | 3.53 | 信托概念 | -0.36 | | 成飞概念 | 3.52 | 免 ...

证券之星消息，8月4日家居用品板块较上一交易日上涨0.62%，菲林格尔领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。家居用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603226 | 菲林格尔 | 19.37 | 8.88% | 12.47万 | | 2.34亿 | | 920445 | 龙竹科技 | 11.70 | 5.79% | 11.56万 | | + 1.31亿 | | 603389 | *ST亚振 | 24.86 | 4.98% | 1592.8 | 395.97万 | | | 301193 | 家联科技 | 19.38 | 4.87% | - 4.71万 | | 8949.87万 | | 603833 | 欧派家居 | 54.02 | 4.73% | 7.54万 | | 4.00亿 | | 300993 | 玉马科技 | 15.23 | 4.53% | 23.02万 | | 3.4 ...