经过连续三日的调整，周五各大指数集体翻红，板块亦是涨多跌少。而随着上市公司中报披露收官，知名牛散的"押宝"路线图也随之清晰，得益于市场整 体上行，牛散们也收获颇丰，浮盈显著。 赵建平踏准节奏浮盈显著 因多次成功穿越A股投资周期，被冠以A股牛散"常青树"的赵建平，二季度末共现身于10家A股公司的前十大股东/流通股东名单，其中3家为二季度期间新 进重仓，另外7家公司则已被持续重仓（见附表）。 尚扬 | | | 注：个人股东的其他待仓股票是由股东名称邀你正确。可能存在同名同姓股东匹配不精准问题，展示结果仅供参考。 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | ਦ | 证券商标 | 最苦期 | 一万 / 9天参考市值(亿元) | 持股数量(万股) | 持有限售股致量(万股) 持股数量变动 | 占流通A股比例(%) | 持股比例变动(%) | | 688373 SH | Normalia U | 2025年中报 | 1.00 | 1,600.00 | - 减少 (10.00) | 4.37 | -0.03 | | | | 2025年一季报 ...

Market Overview - The net inflow of main funds in the Shanghai and Shenzhen markets reached 44.53 billion yuan, with the Sci-Tech Innovation Board seeing a net inflow of 1.295 billion yuan [1] - A total of 275 stocks experienced net inflows, while 311 stocks saw net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 562 stocks rose, with 7 stocks hitting the daily limit, including Yuchan Intelligent and Xiamen Tungsten [1] - The top three stocks with the highest net inflow were: - Lanke Technology: 430.46 million yuan - Borui Pharmaceutical: 306.50 million yuan - Tianyue Advanced: 218.43 million yuan [2] Continuous Fund Flow - There are 33 stocks with continuous net inflows for more than three trading days, with Hanwujing leading at 13 consecutive days [2] - Conversely, 166 stocks experienced continuous net outflows, with Huate Gas leading at 15 consecutive days [2] Key Stocks with Significant Fund Inflows - The following stocks had notable net inflows: - Lanke Technology: 430.05 million yuan, with a flow rate of 8.09% and a price increase of 5.41% [2] - Borui Pharmaceutical: 306.50 million yuan, with a flow rate of 18.56% and a price increase of 9.50% [2] - Tianyue Advanced: 218.43 million yuan, with a flow rate of 10.12% and a price increase of 20.00% [2] Stocks with Significant Fund Outflows - The stocks with the highest net outflows included: - Dongxin Co., with a net outflow of 311 million yuan and a price decrease of 0.04% [1] - Sainuo Medical: 219 million yuan outflow [1] - Haiguang Information: 129 million yuan outflow [1]

一家亏损的半导体公司，居然靠"撒钱"给国产GPU黑马，上演了股价一个月狂飙200%的逆袭神话！ 家人们！最近东芯股份上演了一出"麻雀变凤凰"的剧情！ 一家连续两年亏损，今年上半年还亏1.11亿的公司，股价居然上演了"惊天大逆转"！7月25日，东芯股 份的股价才37.35元/股，妥妥的"青铜选手"，结果到9月3日，直接飙到119.38 元/股，涨幅超200%！虽然 9月4日东芯股份的股价略微往下掉了些，但一股也有99.04元。 这魔幻剧情，到底咋回事？ 要说这东芯股份，前两年那业绩真是惨不忍睹。受全球经济环境和半导体行业周期等多方面因素的影 响，东芯股份2023年亏了3.06亿，2024年接着亏1.67亿，妥妥的"业绩困难户"。可就是这样一家公司， 却在短短一个多月内完成了股价逆袭！ 那么这家业绩低迷的公司，究竟靠什么实现了股价暴涨？秘密武器就是押中国产GPU黑马——砺算科技 （砺算科技（上海）有限公司）！ 2024年8月，东芯股份给砺算科技投了2亿；今年8月又掏了2.11亿的投资。要知道，砺算科技成立才三 年，主营业务是研发图形渲染芯片，目前还没开始赚钱呢！东芯股份这么大手笔，难道是"人傻钱多"？ 当然不是！ ...

Market Overview - The Shanghai Composite Index rose by 1.24% on September 5, with 30 out of 31 sectors experiencing gains, led by the power equipment and communication sectors, which increased by 7.19% and 5.49% respectively [1] - The electronic sector also saw a significant increase of 4.35% [1] Capital Flow Analysis - The net inflow of capital in the two markets reached 44.53 billion yuan, with 20 sectors experiencing net inflows [1] - The power equipment sector had the highest net inflow of 21.02 billion yuan, followed by the electronic sector with a net inflow of 10.78 billion yuan [1] - Conversely, 11 sectors experienced net outflows, with the retail sector leading with a net outflow of 1.595 billion yuan, followed closely by the banking sector with a net outflow of 1.553 billion yuan [1] Electronic Sector Performance - The electronic sector had 467 stocks, with 460 stocks rising and 17 hitting the daily limit up, while only 4 stocks declined [2] - A total of 252 stocks in the electronic sector saw net inflows, with 34 stocks having net inflows exceeding 100 million yuan [2] - The top three stocks with the highest net inflows were Shenghong Technology (1.356 billion yuan), Luxshare Precision (907.48 million yuan), and Founder Technology (882.19 million yuan) [2] Electronic Sector Outflow Analysis - The electronic sector also had stocks with significant net outflows, with Shengli Precision leading at -533.48 million yuan, followed by Dongxin Co. at -310.71 million yuan and Tongfu Microelectronics at -167.21 million yuan [4]

要说今年A股的赚钱效应，那无疑是隐身在五千多家上市公司背后的"牛散们"；如果说沪深北三大市场 哪个板块最赚钱，那非"688"开头的科创板上市公司莫属。 随着A股上市公司半年报披露完毕，年初至今一批涨势凶猛的科创板企业纷纷涌现，其中上纬新材 （688585.SH）、寒武纪-U（688256.SH）等公司背后十大流通股东中的自然人，他们的盈利能力成为 市场焦点。 "公开发布的每季度十大股东名单显示，自然人何明坤潜伏上纬新材两年有余，其持有上纬新材达 214.92万股，较一季度末加仓10.29万股，为公司第四大流通股东。按照上纬新材最新股价计算，何明坤 的持股市值约1.8亿元。其当初持仓成本不到2000万元，足足赚了1.6亿元。但从8月28日公司公布的十大 股东名单中，何明坤的身影已经消失不见。"上海一家私募机构操盘总监王俊对《华夏时报》记者说。 不仅何明坤，"牛散"赵建平押宝东芯股份（688110.SH）至少浮盈4.2亿元，章建平去年四季度进入寒武 纪前十大股东之列，今年一季度加仓后，截至6月底的持股数量达到608.63万股，寒武纪自去年10月以 来股价大涨385.89%，若持股至今，章建平至少浮盈42亿元左右。 ...

Group 1 - The stock of Dongxin Co., Ltd. (688110) closed at 99.04 yuan on September 4, experiencing a decline of 17.04% with a trading volume of 50.19 billion yuan and a turnover rate of 10.55% [2][3] - The stock was listed on the daily trading alert due to a price drop of 15% or more [2] - The top five trading departments accounted for a total transaction of 4.53 billion yuan, with a net sell of 45.97 million yuan [2][3] Group 2 - The main capital outflow for the stock was 833 million yuan on the same day [3] - Over the past six months, the stock has been on the trading alert nine times, with an average price increase of 3.09% the day after being listed and an average increase of 13.75% in the following five days [3] - The leading buying department was Dongfang Caifu Securities, with the highest purchase amount of 42.70 million yuan from its Lhasa Donghuan Road branch [3]

1、行情 指数全天单边大跌，且市场局部亏钱效应溢出的一天。 题材方面，零售板块开盘走强，欧亚集团、汇嘉时代、友好集团、步步高、国芳集团、国光连锁涨停，茂业商业、三江购物、中百集团等集体大 涨； 除了零售外，乳业、食品、免税、养殖、旅游、宠物经济等消费板块均集体走强，个股不再赘述； 银行板块逆势发力，多只巨无霸走强支撑指数，农业银行更是大涨超5%； 低价股持续局部走强，美邦服饰、首开股份2连板，胜利精密、安彩高科、太平洋、供销大集（炸）涨停，但同时利欧股份今日遭遇跌停； 另外，固态电池、储能等有局部异动表现，高位股、强势股、抱团股、科技股集体重挫。 截至收盘，沪指、深成指、创业板指、科创50分别收跌1.25%、2.83%、4.25%、6%，但同时微盘股指数收涨0.49%。 但今日市场整体涨跌分布倒是还好，近3000股下跌，2200股上涨，两市成交量2.55万亿。 2、科技股 | 01 | 光电共封装CPO | -8.84% | 0/27/0 | 0 | 新易盛 -15.58% 联特科技 -15.52% | | -139.87亿 | | --- | --- | --- | --- | --- | --- | -- ...

Market Overview - On September 4, the semiconductor sector experienced a decline of 7.28%, with Dongxin Co. leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Notable declines in individual semiconductor stocks include: - Dongxin Co. (688110) down 17.04% to 99.04 [2] - Juhua Technology (688167) down 15.20% to 112.50 [2] - Cambricon (688256) down 14.45% to 1202.00 [2] - Changguang Huaxin (688048) down 12.94% to 69.48 [2] - Yao Wei Electronics (300456) down 11.57% to 22.71 [2] Capital Flow Analysis - The semiconductor sector saw a net outflow of 17 billion yuan from institutional investors, while retail investors contributed a net inflow of 12.33 billion yuan [2][3] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors remained active [2][3] Trading Volume and Activity - The trading volume for Dongxin Co. reached 466,500 shares, with a transaction value of 501.9 million yuan [2] - Other significant trading activities included: - Cambricon with a trading volume of 221,700 shares and a transaction value of 2.8013 billion yuan [2] - Yao Wei Electronics with a trading volume of 887,500 shares and a transaction value of 2.144 billion yuan [2] Summary of Key Stocks - The following stocks showed significant movements: - Huaya Intelligent (003043) closed at 49.70, up 0.79% [1] - Jiahua Technology (688141) closed at 42.16, down 0.71% [1] - Other stocks like Cangrui Technology (688061) and Kai De Quartz (835179) also experienced slight declines [1]

Market Overview - The three major stock indices in A-shares collectively declined, with the Shanghai Composite Index closing at 3765.88 points, down 1.25% [1][2] - The Shenzhen Component Index closed at 12118.7 points, down 2.83%, and the ChiNext Index closed at 2776.25 points, down 4.25% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.54 trillion yuan, with nearly 3000 stocks declining and over 2200 stocks rising [1] Sector Performance - Semiconductor, precious metals, CPO, and liquid-cooled server concepts experienced significant declines, while retail, banking, and tourism sectors were active [4] - The retail sector led the gains, with stocks like Huijia Times, Guofang Group, Baida Group, and Guoguang Chain hitting the daily limit [5] Banking Sector - The banking sector showed strong performance towards the end of the trading session, with Agricultural Bank of China rising over 5% to reach a new historical high, and Postal Savings Bank increasing nearly 3% [6] - Other major banks such as CITIC Bank, Industrial and Commercial Bank of China, and Bank of China also saw gains [6] Capital Flow - Main capital flows showed net inflows into power equipment, commercial retail, and light industry manufacturing sectors, while there were net outflows from electronics, communications, and computing sectors [7] - Specific stocks like Agricultural Bank of China, Pacific, and China Shipbuilding received net inflows of 1.47 billion yuan, 1.439 billion yuan, and 947 million yuan respectively [7] Institutional Insights - CITIC Securities noted that the significant decline in heavyweight stocks indicates a short-term market adjustment, with expectations for the index to fluctuate between 3600 and 3900 points [8] - China Galaxy Securities identified support for the Shanghai Index around 3731 points, with potential rebounds near 3674 points [8] - Guodu Securities observed a return to rationality in market sentiment, suggesting a slow bull market with opportunities for dynamic portfolio optimization [8]

2025.09.03 本文字数：2642，阅读时长大约4分钟 作者 |第一财经 黄思瑜 封图 |AI生成 最少浮盈过亿，最多更是浮盈数十亿，A股最近一段时间的大涨，着实让一众"牛散们，走进了丰收季 节。 赵建平押宝东芯股份（688110.SH）至少浮盈4.2亿元。 随着上市公司中报披露收官，牛散们的"押宝"路线图也进一步清晰。如广为人知的章建平，去年四季度 便已进入寒武纪前十大股东之列，今年一季度加仓后，截至6月底的持股数量，达到608.63万股，而寒 武纪自去年10月以来股价大涨385.89%。即便在最高点建仓，若持股至今，章建平至少浮盈42亿元左 右。 除了寒武纪，章建平还出现在其他8只个股的十大流通股东之列，其中在二季度新进7只个股，自4月1日 以来均涨势不俗，多只股票涨幅超过100%。 与章建平一样，还有多位"牛散"也押中了热门股。其中，赵建平二季度大举买入东芯股份之后，7月以 来该股票大涨289.37%。另一"牛散"何明坤，已经在今年的"十倍股"上纬新材（688585.SH）潜伏了2年 多。随着该股近期大涨，何明坤收益颇丰。 牛散章建平二季度新进7只股，涨势均不俗 章建平的炒股战绩，最近成了投资者们 ...