减速器概念持续活跃，中马传动涨停走出4天3板，东杰智能触及20cm涨停，夏厦精密、日盈电子、嵘 泰股份、浙江荣泰、长盛轴承等跟涨。 ...

8月4日，A股早盘走势分化，沪指盘中翻红，截至9:40，沪指涨0.14%，深成指跌0.22%，创业板指跌0.33%。 盘面上，军工股再度走高，创业板爱乐达拉升触及涨停；机器人、减速器概念延续强势，中马传动2连板；半导体板块震荡上扬，华虹公司涨超5%创历史新 高。下跌方面，医药股回调，光伏、零售、养殖等板块跌幅居前。 热门板块 1、军工板块冲高 1、中信证券：做趋势还是高切低? 中信证券认为，行情的定位决定了主导资金的行为，资金的行为决定了上涨的行业结构及模式。历史上增量流动性驱动的行情中，领涨行业大都是持续集 中，而不是高切低轮动。背后的本质是资金对效率的追逐，更倾向于高共识品种，而非在低位品种里"蹲变化"。7月的行情演绎也验证了这一点，行业逐步 向趋势性品种聚焦，而高切低模式效率偏低。近期增量流动性边际上有所放缓，行情需要降温才能行稳致远。目前我们重点关注的依然聚焦在AI、创新 药、资源、恒科以及科创板。 2、申万宏源：牛市中的调整波段 | | 军工(02003490) | | | | --- | --- | --- | --- | | | 3546.55 +35.13 +1.00% | | | | 股票名 ...

早盘机器人、减速器概念延续上周五强势，中马传动2连板，东杰智能触及20cm涨停，夏厦精密、日盈 电子、嵘泰股份、浙江荣泰、长盛轴承等跟涨。 ...

机器人（300024）、减速器概念延续上周五强势，中马传动（603767）4天3板，东杰智能（300486）触 及20cm涨停，夏厦精密（001306）、日盈电子（603286）、嵘泰股份（605133）、浙江荣泰 （603119）、长盛轴承（300718）等跟涨。 暗盘资金一眼洞悉庄家意图>> ...

证券之星消息，8月1日汽车零部件板块较上一交易日上涨0.01%，日盈电子领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。汽车零部件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) | | | --- | --- | --- | --- | --- | --- | --- | | 603286 | 日盈电子 | 30.77 | 10.01% | 21.24万 | | 6.471Z | | 603767 | 中马传动 | 19.91 | 10.00% | 33.26万 | | 6.41亿 | | 605068 | 明新旭腾 | 19.82 | 9.99% | 4.37万 | | 8364.25万 | | 603089 | 正裕工业 | 14.89 | 6.66% | 15.14万 | | 2.23亿 | | 301022 | 海泰科 | 35.61 | 6.49% | 10.15万 | | 3.51亿 | | 301581 | 黄山谷捷 | 57.07 | 6.41% | 5.44万 | | 3.09亿 ...

金融界消息 截至2025年8月1日收盘，中马传动（603767）报收于19.91元，上涨10.0%，换手率 10.78%，成交量33.26万手，成交金额6.41亿元。 通过天眼查大数据分析，浙江中马传动股份有限公司共对外投资了5家企业，参与招投标项目8次，知识 产权方面有商标信息6条，专利信息150条，此外企业还拥有行政许可9个。 来源：金融界 中马传动最新一期业绩显示，截至2025一季报，公司营业总收入2.01亿元、同比减少15.14%，归属净利 润604.56万元，同比减少59.67%，扣非净利润566.94万元，同比减少62.12%，流动比率4.393、速动比率 3.496、资产负债率14.71%。 天眼查商业履历信息显示，浙江中马传动股份有限公司，成立于2005年，位于台州市，是一家以从事汽 车制造业为主的企业。企业注册资本30863.15万人民币，实缴资本30863.15万人民币。公司法定代表人 为梁小瑞。 资金流向方面，今日主力资金净流入1.97亿元，占比成交额30.7%。其中，超大单净流入2.02亿元、占 成交额31.43%，大单净流出466.27万元、占成交额0.73%，中单净流出流出8663 ...

A股机器人、减速器概念局部异动，中马传动直线拉升涨停，夏厦精密触及涨停，东杰智能涨超15%， 荣泰健康、兰剑智能、优德精密、德马科技等跟涨。 ...

Summary of Key Points Core Viewpoint - The announcement details the share reduction results of executives at Zhejiang Zhongma Transmission Co., Ltd., confirming that the planned share reductions have been successfully executed without any discrepancies from the previously disclosed plan [1][4]. Group 1: Executive Shareholding Information - Before the share reduction plan was implemented, the total shareholdings of the executives were as follows: - General Manager Liu Qinglin held 2.6271 million shares, accounting for 0.85% of the total share capital - Deputy General Manager Qi Zikun held 1.4764 million shares, accounting for 0.48% - Deputy General Manager Huang Junhui held 1.2312 million shares, accounting for 0.40% [1]. Group 2: Implementation Results of the Reduction Plan - As of the announcement date, the actual share reductions were as follows: - Liu Qinglin reduced his holdings by 650,000 shares - Qi Zikun reduced his holdings by 360,000 shares - Huang Junhui reduced his holdings by 300,000 shares - The reductions were executed through centralized bidding [2][4]. Group 3: Compliance with Reduction Plan - The actual reductions met the minimum reduction quantities outlined in the initial plan - The reduction plan was completed within the specified time frame without any early termination [4].

证券代码：603767 证券简称：中马传动 公告编号：2025-027 浙江中马传动股份有限公司 董事高管减持股份结果公告 本公司董事会、全体董事及相关股东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： 董事高管持股的基本情况 浙江中马传动股份有限公司（以下简称"公司"）于 2025 年 7 月 1 日 披露了《董事高管减持股份计划公告》（公告编号：2025-024）。本次减持 股份计划实施前，董事总经理刘青林持有公司股份 262.71 万股，占公司总 股本的 0.85%；副总经理齐子坤持有公司股份 147.64 万股，占公司总股本 的 0.48%；副总经理黄军辉持有公司股份 123.12 万股，占公司总股本的 0.40%。 减持计划的实施结果情况 截至本公告日，董事总经理刘青林通过集中竞价方式累计减持公司股 份 650,000 股；副总经理齐子坤通过集中竞价方式累计减持公司股份 360,000 股；董事副总经理黄军辉通过集中竞价方式累计减持公司股份 300,000 股。 | 一、减持主体减持前基本情况 | | --- | 股东名称 ...

Core Viewpoint - The reducer concept sector has shown a positive performance with a 1.89% increase, ranking 10th among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Sector Performance - As of July 16, the reducer concept sector saw 96 stocks rise, with notable performers including Fuda Co., Ltd. and Haoneng Co., Ltd. hitting the daily limit, while Jindao Technology, Zhongchen Technology, and Jinguan Technology also posted strong gains of 11.70%, 9.65%, and 8.79% respectively [1][2]. - The sector experienced a net inflow of 1.384 billion yuan from main funds, with 68 stocks receiving net inflows, and 15 stocks exceeding 50 million yuan in net inflows [2][3]. Group 2: Key Stocks - Fuda Co., Ltd. led the net inflow with 227 million yuan, followed by Haoneng Co., Ltd. with 215 million yuan, Jiangsu Leili with 142 million yuan, and Lixing Co., Ltd. with 92.1 million yuan [2][3]. - The top three stocks by net inflow ratio were Fuda Co., Ltd. at 22.43%, Zhongchen Technology at 18.36%, and Haoneng Co., Ltd. at 15.65% [3][4]. Group 3: Market Trends - The overall market for the reducer concept is characterized by a mix of strong performers and some stocks facing declines, with notable declines in Shengdexintai, Inner Mongolia One Machine, and Zhongma Transmission, which fell by 4.73%, 2.67%, and 2.38% respectively [1][8].