8月7日，一份名为"天风孙潇雅8月推荐个股汇总"截图在各大平台疯传，网友评价该表格："一个环境又 到了研究员各显神通的时刻。" 该表格中的10只荐股横跨了五个行业，北汽蓝谷、金盘科技、飞龙股份、大元泵业、南方泵业、铂科新 材、东睦股份、龙磁科技、铜冠铜箔、洪田股份（维权）共计十家公司榜上有名。 尤其是副标题中的"3000人会议，当前大A最热卖方"可见其市场热度和追捧。 | | | | | 天风孙潇雅8月推荐个股汇总 | | --- | --- | --- | --- | --- | | | | | | 孙潇雅连场3000人会议,当前大A最热实方。 | | 推荐时间 | 代码 | 名称 | 自由市值 | 孙总观点 | | 汽车 (8月1日) | 600733 | 北汽整容 | 290.6亿 | 26年新产品导入后,享界销量有望达到18-20精神,1Xas对应700-亿市值,合计目标市值800亿, 对应空间80%+。 | | AIDC变压器 | 688676 | 金盘科技 | | 海外大厂核心供应商,高毛利引擎企速转。预计25年海外30+亿收入、国内50+亿收入,业绩有 | | (8月3日) | | | 105. ...

Core Viewpoint - The stock of Hongtian Co., Ltd. experienced an abnormal fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from August 5 to August 7, 2025 [1] Summary by Relevant Sections - **Stock Performance** The company's stock price showed a significant increase, with a cumulative rise of over 20% during the specified trading days [1] - **Company Announcement** Hongtian Co., Ltd. issued a statement confirming that there were no corrections or supplements needed for previously disclosed information [1] - **Market Conditions** The company reported that it did not find any recent media coverage that could have significantly impacted its stock price and that there were no major changes in its recent operational conditions or external business environment [1]

证券代码：603800 证券简称：洪田股份 公告编号：2025-056 江苏洪田科技股份有限公司 股票交易异常波动公告 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： ● 江苏洪田科技股份有限公司（以下简称"公司"）股票于 2025 年 8 月 5 日、 8 月 6 日、8 月 7 日连续 3 个交易日内日收盘价格涨幅偏离值累计超过 20%。根 据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 ● 经公司自查及向公司控股股东、实际控制人发函核实、确认，截至本公告 披露日，除公司已披露事项外，不存在其他应披露而未披露的重大事项。 ● 请广大投资者理性投资，注意股票二级市场的交易风险。 一、股票交易异常波动的具体情况 公司股票于 2025 年 8 月 5 日、8 月 6 日、8 月 7 日连续 3 个交易日内日收盘 价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，公司对有关事项进行 ...

（2）截至目前，科云新材的质押事项不存在可能导致公司实际控制权发生 变更的实质性因素，不会对公司治理情况产生不良影响。 （3）科云新材的质押所融资金主要用于科云新材补充流动资金需要，不存 在被用作业绩补偿义务的情况。 | 科云 | | | | 2025 | 8 年 | 2026 | 8 年 | 股份有限 | | | 补充 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 流 是 | | 4,680,000 否 | 否 | | | | | 8.04% | 2.25% | | | | 新材 | | | | 月5日 | | | 月7日 | 公司城东 | | | 动 | | 资金 | | | | | | | | | | | | | | | | | | | | 支行 | | | | 青海银 | | 行 | | | | | | | | | | | | | 东台 | | | | | | | | | | | | | 华昇 | | 否 | 21,320,000 | | 否 | | | | | | | | 否 | | | | ...

关于控股股东部分股份、持股 5%以上股东股份 解除质押及再质押的公告 证券代码：603800 证券简称：洪田股份 公告编号：2025-055 江苏洪田科技股份有限公司 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： 江苏洪田科技股份有限公司（以下简称"公司"）控股股东科云新材 料有限公司（以下简称"科云新材"）持有公司无限售流通股份 58,240,000 股， 占公司总股本 28.00%。截至本公告披露日，科云新材累计质押股份数量为 34,775,300 股，占其所持股份比例的 59.71%，占公司总股本的 16.72%。 公司股东东台华昇晖投资有限公司（以下简称"东台华昇晖"）持有 公司无限售流通股份 21,320,000 股，占公司总股本 10.25%。截至本公告披露日， 东台华昇晖累计质押股份数量为 21,320,000 股，占其所持股份比例的 100.00%，占 公司总股本的 10.25%。 一、本次股份解质押的基本情况 公司于近日收到科云新材和东台华昇晖关于其所持有本公司的部分股份办 理解质押及质押业 ...

从资金流向上来看，当日专用设备板块主力资金净流入18.16亿元，游资资金净流出10.72亿元，散户资金 净流出7.43亿元。专用设备板块个股资金流向见下表： 证券之星消息，8月6日专用设备板块较上一交易日上涨2.16%，豪森智能领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。专用设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 688529 | 家森書能 | 24.58 | 20.02% | 18.26万 | | 4.27 乙 | | 300472 | *ST新元 | 5.64 | 20.00% | 50.04万 | | 2.54亿 | | 688377 | 迪威尔 | 31.09 | 10.44% | 4.01万 | | 1.20亿 | | 603800 | 洪田股份 | 37.57 | 10.01% | 18.05万 | | 6.56亿 | | 002611 | 东方精工 | 15.64 | 9 ...

Group 1 - The core viewpoint of the news is that Hongtian Co., Ltd. experienced a significant stock price increase, reaching a limit up of 10.01% on August 6, with a trading price of 37.57 yuan per share and a total market capitalization of 7.815 billion yuan [1] - The company specializes in the research, design, manufacturing, and sales of oil and gas development equipment, including high-performance wellhead devices, blowout preventers, and Christmas trees, which are widely used in oil extraction and gas pipeline transportation [1] - Hongtian Co., Ltd. is committed to advancing the oil equipment industry towards automation, information technology, and intelligence [1] Group 2 - As of March 31, the number of shareholders for Hongtian Co., Ltd. was 8,655, with an average of 24,000 circulating shares per person [2] - For the first quarter of 2025, the company reported an operating income of 135 million yuan, a year-on-year decrease of 59.91%, and a net profit attributable to shareholders of -25.2487 million yuan, a year-on-year decrease of 186.72% [2]

Group 1 - The shale gas sector experienced a rise of 1.67% on August 5, with a net inflow of 299 million yuan from main funds [1] - A total of 29 stocks in the sector increased, while 2 stocks declined [1] - The top net inflow stocks included Shandong Molong (170 million yuan), China Petroleum (144 million yuan), and China Petrochemical (44.57 million yuan) [1] Group 2 - Shandong Molong's latest price was 6.39 yuan, with a rise of 9.98% and a net inflow of 170 million yuan, accounting for 57.84% of the main fund [1] - China Petroleum's latest price was 8.59 yuan, with a rise of 1.42% and a net inflow of 144 million yuan, representing 12.37% of the main fund [1] - China Petrochemical's latest price was 5.71 yuan, with a rise of 1.06% and a net inflow of 4.46 million yuan, making up 6.34% of the main fund [1]

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。 ...

Group 1 - The lithography machine concept sector rose by 2.79%, ranking second in concept sector gains, with 31 stocks increasing in value, including Zhangjiang Hi-Tech and Haili Shares hitting the daily limit, while Maolai Optics, Meiyetech, and Hongtian Shares saw significant increases of 11.18%, 9.10%, and 6.30% respectively [1] - The main capital inflow into the lithography machine concept sector was 587 million yuan, with 15 stocks receiving net inflows, and 9 stocks seeing inflows exceeding 10 million yuan, led by Zhangjiang Hi-Tech with a net inflow of 743 million yuan [2][3] - The top stocks by net inflow ratio included Zhangjiang Hi-Tech at 19.13%, Guolin Technology at 9.58%, and *ST He at 8.12% [3][4] Group 2 - The top gainers in the lithography machine concept included Zhangjiang Hi-Tech with a 10.00% increase, Haili Shares at 9.99%, and Blue Eagle Equipment at 5.59% [3][4] - The stocks with the largest declines included Xuguang Electronics down by 2.75%, Dazhu Laser down by 1.67%, and Zhongci Electronics down by 1.36% [5] - The trading volume and turnover rates for the top stocks indicated significant activity, with Zhangjiang Hi-Tech having a turnover rate of 8.56% and Haili Shares at 22.03% [3][4]