8月15日盘后数据显示，上海港湾因日跌幅偏离值达7%登上龙虎榜。值得关注的是，沪股通专用席位同 时现身买卖双方榜单，分别占据买入首位和卖出首位。该席位当日买入3268.66万元，同时卖出5177.91 万元，形成明显多空对冲操作。 作者：A股君 在买方阵营中，中国国际金融上海分公司以1517.27万元位列第二，该席位近三个月上榜次数达300次。 机构专用席位以1036.94万元位列第三，其历史数据显示近三个月上榜次数超过1500次。海通证券深圳 华富路营业部及国泰海通深圳滨海大道营业部分别以939.11万元和932.96万元紧随其后，其中后者近三 个月上榜后三日上涨概率达100%。 卖方榜单呈现分散态势，国泰海通东莞总部一路营业部以4409.07万元占据卖出次席，该席位近三个月 上榜后上涨概率超六成。华鑫证券旗下两家营业部表现活跃，上海光复路营业部与深圳益田路营业部分 别卖出3092.66万元和2033.33万元。值得关注的是，机构专用席位同样现身卖方榜单，以1816.97万元位 列第五。 从资金流向观察，买卖双方前五席位合计金额呈现明显差异，其中买方合计金额不足卖方总额半数。多 家营业部近期操作记录显示，部 ...

Group 1 - The engineering construction industry rose by 0.83% on August 15, with a net outflow of 186 million yuan in main funds [1] - A total of 46 constituent stocks increased in value, while 16 stocks experienced declines [1] - The stocks with the highest net outflow of main funds included Shanghai Port Construction (122 million yuan), China Power Construction (63.84 million yuan), and China State Construction (53.33 million yuan) [1] Group 2 - Notable stocks with significant net inflows included North International (7.04% increase, 72.38 million yuan), China National Machinery (4.12% increase, 56.64 million yuan), and Donghu High-tech (2.35% increase, 53.53 million yuan) [1] - The stock performance varied, with some stocks like Chengdu Road and Bridge showing a slight decline of 0.19% [1] - The overall market sentiment reflected a mixed performance among the engineering construction sector, with both gains and losses observed [1]

Core Viewpoint - The company Shanghai Port Bay has shown significant growth and potential in various sectors, including infrastructure, soil remediation, perovskite solar cells, and commercial aerospace, benefiting from the Belt and Road Initiative and the depreciation of the RMB [2][4]. Group 1: Company Performance - On August 14, Shanghai Port Bay's stock hit the daily limit, with a trading volume of 5.92 billion yuan and a turnover rate of 8.16%, bringing the total market capitalization to 74.13 billion yuan [1]. - For the first quarter of 2025, the company reported a revenue of 372 million yuan, representing a year-on-year growth of 29.25%, and a net profit attributable to shareholders of 35.7 million yuan, up 18.59% year-on-year [8]. Group 2: Technological Advancements - The company has implemented its technologies in various coastal provinces and cities in China and has expanded its services to Southeast Asian countries along the Belt and Road, completing over 20 projects related to soft soil foundation treatment [2]. - The company specializes in the flexible perovskite solar cell segment, achieving a certification efficiency of 18.06% for its 30×30 cm modules, placing it among the industry's top tier [3]. - The theoretical lifespan of the company's perovskite solar cells can reach 20 years, which is suitable for the operational lifespan of satellites and other spacecraft [3]. Group 3: Market Position and Strategy - The company's overseas revenue accounted for 83.01% of total revenue, benefiting from the depreciation of the RMB [4]. - The subsidiary Vuxi Xinkong focuses on providing lightweight, cost-effective, and efficient space energy systems, having successfully supported the launch of 15 satellites with all products functioning normally in orbit [4]. Group 4: Shareholder and Institutional Holdings - As of March 31, 2025, the company had 11,500 shareholders, with an average of 21,155 shares held per shareholder, showing a slight decrease of 0.12% from the previous period [8]. - Notable institutional investors include Guangfa Small and Medium Cap Selected Mixed Fund and E Fund Emerging Growth Mixed Fund, indicating growing interest from institutional players [9].

上海港湾再度涨停，6个交易日内录得4个涨停，累计涨幅为25.09%，累计换手率为42.43%。截至9:34， 该股今日成交量693.97万股，成交金额2.02亿元，换手率2.86%。最新A股总市值达74.13亿元，A股流通 市值73.66亿元。 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） | | --- | --- | --- | --- | | 2025.08.13 | -5.10 | 10.90 | -4102.38 | | 2025.08.12 | -9.98 | 13.92 | -6953.44 | | 2025.08.11 | 9.99 | 1.16 | -636.74 | | 2025.08.08 | 10.02 | 2.75 | 7600.90 | | 2025.08.07 | 9.99 | 10.84 | 10428.58 | | 2025.08.06 | 6.23 | 10.47 | 9865.71 | | 2025.08.05 | -0.35 | 0.99 | -302.65 | | 2025.08.04 | 1.87 | 1.72 | 73 ...

金融界消息 截至2025年8月13日收盘，上海港湾（605598）报收于27.55元，下跌5.1%，换手率10.9%， 成交量26.48万手，成交金额7.60亿元。 天眼查商业履历信息显示，上海港湾基础建设(集团)股份有限公司，成立于2000年，位于上海市，是一 家以从事土木工程建筑业为主的企业。企业注册资本24458.4809万人民币，实缴资本12955万人民币。 公司法定代表人为徐士龙。 资金流向方面，今日主力资金净流出3588.36万元，占比成交额4.72%。其中，超大单净流出4079.90万 元、占成交额5.37%，大单净流入491.54万元、占成交额0.65%，中单净流出流入274.98万元、占成交额 0.36%，小单净流入3313.39万元、占成交额4.36%。 通过天眼查大数据分析，上海港湾基础建设(集团)股份有限公司共对外投资了26家企业，参与招投标项 目147次，知识产权方面有商标信息4条，专利信息92条，此外企业还拥有行政许可18个。 上海港湾最新一期业绩显示，截至2025一季报，公司营业总收入3.72亿元、同比增长29.25%，归属净利 润3569.67万元，同比增长18.59%，扣非净 ...

Core Viewpoint - The company Shanghai Port Bay is actively involved in various sectors including soil remediation, commercial aerospace, and perovskite solar cells, benefiting from the Belt and Road Initiative and the depreciation of the RMB. Group 1: Company Operations - The company has implemented its technologies in multiple coastal provinces and cities in China, and has expanded its services to Southeast Asian countries along the Belt and Road, completing over 20 projects related to soft soil foundation treatment [2] - In the 2023 annual report, the company emphasized its "going out" strategy, participating in soil improvement and foundation treatment projects in Belt and Road countries, providing green solutions that enhance local ecological and living conditions [2] - As of the 2024 annual report, overseas revenue accounted for 83.01% of total revenue, benefiting from the depreciation of the RMB [3] Group 2: Commercial Aerospace - The subsidiary Vuxi Xinkong focuses on providing lightweight, cost-effective, and efficient space energy systems, with a technical team comprising experts with over 15 years of experience in aerospace engineering [3] - The company's energy systems have successfully supported the launch of 15 satellites, with all products functioning normally in orbit [3] Group 3: Perovskite Solar Cells - The company specializes in the flexible perovskite segment, achieving a certification efficiency of 18.06% for 30×30 cm modules, placing it in the leading tier of the industry [4] - The perovskite solar cells have been tested on multiple satellites, collecting performance data and monitoring their operation in space, which aids in optimizing technology and processes for future large-scale applications [4] - The theoretical lifespan of the company's perovskite solar cells can reach 20 years, which aligns well with the operational lifespan of satellites [4] Group 4: Financial Performance - For the period from January to March 2025, the company reported revenue of 372 million yuan, a year-on-year increase of 29.25%, and a net profit attributable to shareholders of 35.7 million yuan, up 18.59% year-on-year [8] - The company has distributed a total of 1.02 billion yuan in dividends since its A-share listing, with cumulative distributions of 959.2 million yuan over the past three years [8]

Group 1 - Shanghai Port Bay (605598) experienced a limit down on the trading day, with a turnover rate of 13.92% and a transaction amount of 1.024 billion yuan, showing a fluctuation of 11.09% [1] - The stock was listed on the Shanghai Stock Exchange due to a daily decline deviation of -10.49%, with a net purchase of 3.5273 million yuan from the Shanghai-Hong Kong Stock Connect [1] - The top five trading departments accounted for a total transaction of 250 million yuan, with a net purchase of 18.2098 million yuan after a buy amount of 134 million yuan and a sell amount of 116 million yuan [1] Group 2 - The main capital outflow for the stock was 69.5344 million yuan, with a large single net outflow of 17.2014 million yuan and a big single capital net outflow of 52.3330 million yuan [1] - Over the past five days, the main capital has seen a net inflow of 203 million yuan [1] - The company reported a first-quarter revenue of 372 million yuan, representing a year-on-year growth of 29.25%, and a net profit of 35.6967 million yuan, with a year-on-year increase of 18.59% [1]

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收入3.72亿元，同比增长29.25%，实现净 利润3569.67万元，同比增长18.59%。（数据宝） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.50亿元，其中，买入成交额为1.34亿 元，卖出成交额为1.16亿元，合计净买入1820.98万元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为 3838.68万元，卖出金额为3485.95万元，合计净买入352.73万元。 资金流向方面，今日该股主力资金净流出6953.44万元，其中，特大单净流出1720.14万元，大单资金净 流出5233.30万元。近5日主力资金净流入2.03亿元。 上海港湾(605598)今日跌停，全天换手率13.92%，成交额10.24亿元，振幅11.09%。龙虎榜数据显示， 沪股通净买入352.73万元，营业部席位合计净买入1468.25万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-10.49%上榜，沪股通净买入352.73万元。 上海港湾8月12日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） ...

Market Overview - On August 12, the professional engineering sector declined by 0.39%, with Shanghai Port leading the drop [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Stock Performance - Notable gainers in the professional engineering sector included: - Yaxiang Integration (603929) with a closing price of 38.22, up 1.84% on a trading volume of 24,400 shares and a turnover of 93.10 million yuan [1] - China Chemical (601117) closed at 8.33, up 1.83% with a trading volume of 562,300 shares and a turnover of 468 million yuan [1] - Aiman Co. (605289) closed at 39.74, up 1.77% with a trading volume of 40,100 shares and a turnover of 158 million yuan [1] - Notable decliners included: - Feiyang Aoshi (605598) with a closing price of 29.03, down 9.98% on a trading volume of 338,400 shares [2] - Zhite New Materials (300986) closed at 13.73, down 3.31% with a trading volume of 236,500 shares [2] - Baijia Technology (835857) closed at 7.68, down 3.03% with a trading volume of 82,800 shares [2] Capital Flow - The professional engineering sector experienced a net outflow of 491 million yuan from institutional funds, while retail investors saw a net inflow of 558 million yuan [2]

Group 1 - The market focus stocks include Great Wall Military Industry, which has seen a rise for 8 consecutive days, opening up 3.73% [1] - Robotics concept stock Beiwai Technology has increased for 6 days with a 5-day rise, opening up 8.07% [1] - Commercial aerospace concept stock Aerospace Science and Technology has increased for 5 days with a 4-day rise, hitting the daily limit [1] - Shanghai Port Construction has opened down 0.84% after 3 consecutive days of increase [1] - PEEK concept stock Zhongxin Fluorine Materials has increased for 5 days with a 4-day rise, opening up 4.13% [1] - Film and television stock Jishi Media has increased for 6 days with a 4-day rise, opening up 2.36% [1] - Medical device sector stock Sainuo Medical has increased for 3 consecutive days, opening up 6.77% [1] - Chip industry chain stock Hongtian Co. has increased for 4 days with a 3-day rise, opening up 6.49% [1] - Haili Co. has opened down 0.96% after 4 consecutive days of increase [1] - Local Xinjiang stock Beixin Road and Bridge has opened up 10.06% after 2 consecutive days of increase [1] - Xinjiang Communications Construction has hit the daily limit after 2 consecutive days of increase [1]