龙虎榜机构热股 今天机构龙虎榜上榜33只个股，净买入12只，净卖出21只。当日机构买入最多的个股前三位是：奥赛康 （1.5亿）、华宏科技（1.49亿）、塞力医疗（7426万）。 | 上榜热股 | | 实时涨跌幅 ; 买/卖家数 , 机构净买额 , | | | --- | --- | --- | --- | | 奧塞康 | | | | | 002755.SZ | +10.02% | 3/0 | +1.5 乙 | | 3日 | | | | | 华宏科技 | | | | | 002645.SZ | +10.04% | 4/1 | +1.49亿 | | 3日 | | | | | 塞力医疗 | | | | | 602716 CC | -3.26% | 1/0 | +7426.30万 | 奥赛康 龙虎榜显示，今日3家机构净买入1.5亿。 公司预计中报净利润同比增长78.58%-131.5%，因"近两年有多款新上市产品逐步开展商业化销售，为公 司业务带来新的增长点，公司营业收入实现同比增长，盈利能力进一步提升。" 龙虎榜知名游资 一、医药 个股龙虎榜 公司预计中报净利润同比增长222.42%—246.85%，因"公司克服产 ...

风险提示：本文基于公开数据整理，不构成任何投资建议。证券市场存在波动风险，投资者需审慎决 策。 来源:金融界 7月14日盘后数据显示，塞力医疗因单日换手率超20%登上龙虎榜。值得关注的是，多家知名证券营业 部同时现身买卖双方榜单，呈现出明显的多空博弈特征。 在买方阵营中，广发证券武汉纺织路营业部以4244.62万元居首，该营业部近期在医疗板块操作频繁。 国泰海通证券总部以3960万元紧随其后，其近三个月上榜次数达559次，显示出极强的市场活跃度。瑞 银证券上海花园石桥路第二营业部与中信证券上海分公司同时上榜，这两家营业部在成长股交易中具有 较高辨识度。值得注意的是，机构专用席位以3205.40万元位列买方第四，显示出专业投资机构对该股 的关注。 卖方榜单呈现明显分化，国泰海通证券总部与瑞银证券上海花园石桥路第二营业部在卖出端分别以 8057.35万元和6109.61万元占据前两位，与其在买方榜单的操作形成鲜明对比。摩根大通证券上海银城 中路营业部以2678.74万元位列卖方第三，该席位在跨境资本流动中具有风向标意义。华创证券北京西 直门营业部与中信证券上海漕溪北路营业部则作为新生力量首次现身该股卖方榜单。 从 ...

截至2025年7月14日收盘，塞力医疗(603716)报收于24.89元，下跌3.26%，换手率27.08%，成交量51.73 万手，成交额13.29亿元。 当日关注点 交易信息汇总 业绩披露要点 塞力医疗发布了2025年1-6月的业绩预告，预计扣除非经常性损益后的净利润亏损7000万元至8100万 元，归属于母公司股东的净利润亏损5500万元至6600万元。 公司公告汇总 塞力斯医疗科技集团股份有限公司发布了关于"塞力转债"预计满足赎回条件的提示性公告。公司于2020 年8月21日公开发行了543.31万张可转换公司债券，每张面值100元，发行总额54,331万元，期限6年。债 券于2020年9月15日起在上海证券交易所挂牌交易，转股期自2021年3月1日至2026年8月20日，当前转股 价格为12.00元/股。根据《募集说明书》规定，当公司股票连续三十个交易日中至少有十五个交易日的 收盘价格不低于当期转股价格的130%或未转股余额不足3,000万元时，公司有权赎回全部或部分未转股 的可转换公司债券。自2025年7月1日至7月14日收盘，公司股票已有十个交易日的收盘价不低于15.60 元/股，若未来二十个交 ...

Core Viewpoint - On July 14, the Shanghai Composite Index rose by 0.27%, with institutional investors appearing on the trading lists of 35 stocks, net buying 19 and net selling 16 [1] Institutional Trading Summary - Institutional special seats net bought the most in Xiangyang Bearing, which closed at the daily limit with a turnover rate of 27.67% and a transaction amount of 2.076 billion yuan, net buying 110.74 million yuan [2] - San Chuan Wisdom closed up 15.27% with a turnover rate of 32.50%, net buying 75.27 million yuan, but had a net outflow of 35.2 million yuan [2] - Zhongke Magnetic Industry closed down 5.10% with a turnover rate of 45.77%, net buying 53.99 million yuan, but had a net outflow of 49.77 million yuan [2] Market Performance - The average increase of stocks with institutional net purchases was 2.36%, outperforming the Shanghai Composite Index [3] - Stocks like Changrong Co. and Xinling Electric showed strong performance, closing at the daily limit [3] - Historical data indicates a 52.06% probability of stocks with institutional net purchases rising the next day, and a 39.70% probability of rising in the following three days [3] Earnings Forecasts - Among the stocks with institutional net purchases, four have released half-year earnings forecasts, with Yuhua Development expected to have a net profit of 200 million yuan, a year-on-year increase of 708% [3] Net Selling Summary - The stock with the highest net selling by institutions was Siyuan Electric, with a net selling amount of 162.84 million yuan, while also seeing a net inflow of 98.77 million yuan [3] - Dazhihui was noted for a net selling of 120.24 million yuan, with a significant net outflow of 433 million yuan [4] Deep and Shanghai Stock Connect - On July 14, 15 stocks on the trading list had appearances from the Deep and Shanghai Stock Connect, with Siyuan Electric and Zhongke Jincai seeing net purchases of 139 million yuan and 113 million yuan respectively [7][8] - Stocks like Hengbao Co. and Greenland Holdings experienced significant net selling amounts of 193 million yuan and 79.38 million yuan respectively [8]

| 证券代码：603716 | 证券简称：塞力医疗 | 公告编号：2025-063 | | --- | --- | --- | | 债券代码：113601 | 债券简称：塞力转债 | | 塞力斯医疗科技集团股份有限公司 关于"塞力转债"预计满足赎回条件的提示性公告 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。 一、可转换公司债券发行上市概况 （一）可转换公司债券发行情况 经中国证券监督管理委员会（证监许可【2020】1033号）核准，公司于2020 年8月21日公开发行了543.31万张可转换公司债券，每张面值100元，发行总额 54,331万元，期限6年。本次发行的可转换公司债券的票面利率为：第一年0.50%， 第二年0.80%，第三年1.00%，第四年1.50%，第五年2.50%，第六年3.00%。 （二）可转换公司债券上市情况 经上海证券交易所自律监管决定书【2020】306号文同意，公司发行总额为 54,331万元的可转换公司债券于2020年9月15日起在上海证券交易所挂牌交易， 债券简称"塞力转债"，债券代码"11 ...

| 证券代码：603716 | 证券简称：塞力医疗 | 公告编号：2025-064 | | --- | --- | --- | | 债券代码：113601 | 债券简称：塞力转债 | | 塞力斯医疗科技集团股份有限公司（以下简称"公司"）预计2025年半 年度实现归属于上市公司股东的净利润为-5,500万元人民币到-6,600万元人民 币；预计2025年半年度归属于上市公司股东的扣除非经常性损益的净利润为 -7,000万元人民币到-8,100万元人民币。 上述财务数据未经注册会计师审计，系财务部门根据自身专业初步核算 数据。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 塞力斯医疗科技集团股份有限公司 2025 年半年度业绩预亏公告 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： 本次业绩预告适用情形：净利润为负值。 2、公司预计 2025 年半年度归属于上市公司股东的扣除非经常性损益的净利 润为-7,000 万元人民币到-8,100 万元人民币，与 ...

截至2025年7月11日收盘，塞力医疗(603716)报收于25.73元，上涨0.47%，换手率33.42%，成交量63.84 万手，成交额15.95亿元。 当日关注点 交易信息汇总 7月11日，塞力医疗的资金流向情况如下：主力资金净流出7052.44万元，占总成交额4.42%；游资资金 净流入5050.86万元，占总成交额3.17%；散户资金净流入2001.58万元，占总成交额1.25%。此外，沪深 交易所公布的交易公开信息显示，塞力医疗因有价格涨跌幅限制的日换手率达到20%的前五只证券登上 龙虎榜，这是近5个交易日内第5次上榜。 投资者： 贵公司业绩连亏5年，什么时候才有改善？ 董秘： 尊敬的投资者，您好！公司通过科技赋能、业务协同、应收账款催收、财务结构优化等举措， 结合行业发展趋势，努力做好经营提升公司业绩。感谢您对公司的关注！敬请广大投资者注意投资风 险！ 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。 交易信息汇总：7月11日主力资金净流出7052.44万元，占总成交额4.42%。 公司公告汇总：塞力医疗股票连续3个交易 ...

Market Review - The CITIC Pharmaceutical Index increased by 1.80%, outperforming the CSI 300 Index by 0.98 percentage points, ranking 16th among 30 CITIC first-level industry indices [5] - The top ten stocks by increase this week include Frontier Biologics-U, Medici, Lianhuan Pharmaceutical, Kangchen Pharmaceutical, and others, with Frontier Biologics-U leading at 41.43% [4][5] - The bottom ten stocks by decrease include ST Weiming, Shenzhou Cell, and Shuotai Shen, with ST Weiming dropping by 18.51% [4][5] Overall Viewpoint and Investment Themes - The current valuation of the pharmaceutical sector is at a low point, with public funds (excluding pharmaceutical funds) having low allocation to the sector. The company remains optimistic about the growth of the pharmaceutical industry by 2025, driven by macroeconomic factors and the demand from major categories [9] - In the innovative drug sector, there is a shift from quantity logic to quality logic, focusing on differentiated domestic and international pipelines. The company suggests paying more attention to products and companies that can ultimately realize profits [9] - In the medical device sector, there is a noticeable recovery in bidding volumes for imaging equipment, and the home medical device market is expected to benefit from subsidy policies. The company highlights the potential for import substitution and growth in the orthopedic sector post-collection [9] - The innovation chain (CXO + life sciences services) is expected to see a rebound in overseas investment and a bottoming out in domestic investment, with a potential return to high growth by 2025 [9] - The pharmaceutical industry is anticipated to enter a new growth cycle, with a focus on specialty raw materials and the expiration of patents leading to new growth opportunities [9] Industry and Company Events - The company highlights the innovative layout of traditional Chinese medicine enterprises, with several products in clinical II and III phases, including those targeting chronic insomnia and primary acute gouty arthritis [29][30] - Yunnan Baiyao has several drugs in various clinical stages, including those for prostate cancer and other conditions, indicating a robust pipeline [16][19] - The company emphasizes the importance of the blood products sector, which is expected to see significant growth due to relaxed approval processes and increased production capacity [14] - The innovative drug pipeline of Yiling Pharmaceutical focuses on cardiovascular, respiratory, and endocrine diseases, with multiple drugs in clinical trials [20][21]

计算机 2025 年 07 月 11 日 数据来源：聚源 -22% 0% 22% 43% 65% 86% 2024-07 2024-11 2025-03 计算机 沪深300 相关研究报告 《稳定币和AI产业持续催化—行业周 报》-2025.7.6 《稳定币迎来"奇点"时刻，产业大 趋势已至—行业深度报告》-2025.6.30 《重视稳定币和AI两大产业趋势—行 业周报》-2025.6.29 脑机接口：从概念到落地，开启交互新时代 ——行业深度报告 | 陈宝健（分析师） | 李海强（分析师） | | --- | --- | | chenbaojian@kysec.cn | lihaiqiang@kysec.cn | | 证书编号：S0790520080001 | 证书编号：S0790524070003 | 脑机接口：从概念到落地，静待市场潜力释放 投资评级：看好（维持） 行业走势图 脑机接口下游应用市场潜力大。脑机接口（BCI）是连接大脑与外部设备实现信 息交互的新型技术，广泛应用于疾病预警、诊断、治疗和功能增强等医疗领域及 消费、工业等非医疗领域。麦肯锡预测，全球脑机接口医疗应用市场规模有望在 2030 年达 ...

Group 1 - The Ministry of Human Resources and Social Security and the Ministry of Finance announced an increase in basic pension levels for retirees starting January 1, 2025, with an overall adjustment level of 2% based on the average monthly basic pension of retirees in 2024 [2] - The Chinese government is taking measures to combat the smuggling of strategic minerals such as antimony and gallium, with a special action launched in May to prevent illegal outflows [2] - A new agreement between the Chinese and Malaysian governments will allow visa-free travel for holders of ordinary passports for stays of up to 30 days, effective July 17, 2025 [3] Group 2 - The China Automobile Industry Association reported that the automotive industry saw significant growth in the first half of the year, with production and sales exceeding 15 million units, and new energy vehicle sales reaching 6.968 million units, a year-on-year increase of 41.4% [4] - The Beijing Municipal Government aims for an average annual growth of around 5% in total market consumption by 2030, with plans to create 2-3 consumption landmarks worth over 100 billion [4] - U.S. stock indices saw collective gains, with the S&P 500 and Nasdaq reaching new highs, indicating a positive market sentiment [4] Group 3 - Companies such as Tianbao Infrastructure reported a significant net profit increase of 1581.8% to 2329.27% year-on-year for the first half of the year [6] - East Sunshine projected a net profit increase of 157.48% to 192.81% for the first half of the year [7] - Southwest Securities noted that the profitability of thermal power companies is improving due to declining fuel costs, with a recovery of 11% in stock prices since late January [8] Group 4 - Zhongyuan Securities highlighted that the ongoing anti-involution policies in the chemical industry may lead to a better industry structure, recommending attention to the pesticide, organic silicon, and polyester filament sectors [9]