(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇7月31日｜东芯股份(688110.SH)今日20%涨停两连板，股价创历史新高，换手率7.22%，成交额 20亿元。龙虎榜数据显示，沪股通买入1.2亿元，卖出6096万元，净买入5952万元；游资"中山东路"位 列卖一席位，卖出1.13亿元；两家机构位列卖二、卖四席位，卖出1.19亿元。(格隆汇) | 关入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占息成交比例 | 净额(万)0 | | 1 | 沪股通专用 | 371次 39.89% | 0 | 12048.06 | 6.02% | | 2011 | ...

| 买入金额最大的前5名 | | | | | | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | 1 | 沪股通专用 | 371次 39.89% 2 | 12048.06 | 6.02% | | 2 | 角兴证券有限公司宁波和源路证券营业部 | 62次 48.39% | 5322.11 | 2.66% | | 3 | 中国银河证券股份有限公司北京学院南路证券营业部 | 27次 40.74% | 5145.50 | 2.57% | | 4 | 中信证券(山东)有限责任公司郑州商鼎路证券营业部 | 次 1 | 3923.90 | 1.96% | | 5 | 国金证券股份有限公司深圳分公司 | 275次 41.45% | 3210.73 | 1.61% | 格隆汇7月31日｜东芯股份(688110.SH)今日20%涨停两连板，股价创历史新高，换手率7.22%，成交额20亿元。龙虎榜数据显示，沪股通买入1.2亿元，卖出 6096万元，净买入5952万元；游资"中山东路"位列卖一席位，卖出1.13亿元；两家机构位列卖二、卖四席位 ...

金融界消息 截至2025年7月31日收盘，东芯股份（688110）报收于64.76元，上涨19.99%，换手率 7.22%，成交量31.93万手，成交金额20.00亿元。 资金流向方面，今日主力资金净流入1.09亿元，占比成交额5.47%。其中，超大单净流入1.04亿元、占 成交额5.19%，大单净流入563.96万元、占成交额0.28%，中单净流出流出6281.97万元、占成交额 3.14%，小单净流出4656.36万元、占成交额2.33%。 东芯股份最新一期业绩显示，截至2025一季报，公司营业总收入1.42亿元、同比增长33.90%，归属净利 润5924.18万元，同比减少33.11%，扣非净利润6577.78万元，同比减少38.05%，流动比率26.652、速动 比率16.933、资产负债率3.68%。 天眼查商业履历信息显示，东芯半导体股份有限公司，成立于2014年，位于上海市，是一家以从事软件 和信息技术服务业为主的企业。企业注册资本44224.9758万人民币，实缴资本28070.1755万人民币。公 司法定代表人为蒋学明。 通过天眼查大数据分析，东芯半导体股份有限公司共对外投资了4家企业，参与 ...

智通财经7月31日电，午后芯片股局部活跃，寒武纪涨超5%，此前东芯股份走出20cm3天2板，华虹公 司、海光信息、中芯国际等快速冲高。 芯片股午后局部活跃 寒武纪涨超5% ...

Market Overview - The Shanghai Composite Index rose by 0.17% to close at 3615.72 points, with a daily high of 3636.17 points [1] - The Shenzhen Component Index fell by 0.77% to close at 11203.03 points, reaching a high of 11307.62 points [1] - The ChiNext Index decreased by 1.62%, closing at 2367.68 points, with a peak of 2395.89 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 19784.07 billion yuan, with a financing balance of 19642.55 billion yuan and a securities lending balance of 141.52 billion yuan [2] - The margin trading balance increased by 21.0 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 10111.96 billion yuan, up by 3.91 billion yuan, while the Shenzhen market's balance was 9672.1 billion yuan, increasing by 17.08 billion yuan [2] Fund Issuance - Five new funds were launched yesterday, including: - Changxin CSI 300 Index Quantitative Enhancement C - Southern CSI General Aviation Theme ETF - Changxin CSI 300 Index Quantitative Enhancement A - Ping An CSI All-Index Free Cash Flow ETF Link A - Ping An CSI All-Index Free Cash Flow ETF Link C [4] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - Xinyi Sheng (300502.SZ) with 18.92 billion yuan - Northern Rare Earth (600111.SH) with 17.93 billion yuan - Dongfang Fortune (300059.SZ) with 16.97 billion yuan [3] Top Net Buying Stocks on the Dragon and Tiger List - The top ten net buying stocks on the Dragon and Tiger list included: - Yingweike (002837.SZ) with a net buying amount of 573.86 million yuan - Baogang Co. (600010.SH) with 373.76 million yuan - Tibet Tianlu (600326.SH) with 217.90 million yuan [6]

数据显示，截至2025年6月30日，上证科创板100指数(000698)前十大权重股分别为百济神州(688235)、 睿创微纳(688002)、华虹公司(688347)、泽璟制药(688266)、翱捷科技(688220)、中科飞测(688361)、安 集科技(688019)、纳芯微(688052)、芯源微(688037)、国盾量子(688027)，前十大权重股合计占比 22.99%。 民生证券指出，证监会2025年中工作会议强调激发多层次市场活力，推动科创板改革举措落地，推出深 化创业板改革的一揽子举措，持续推进债券、期货产品和服务创新。科创债承销规模显著增长，上半年 68家券商主承销金额达3813.91亿元，同比增长56.48%，显示资本市场对科技创新企业的支持力度加 大。 截至2025年7月31日 10:17，上证科创板100指数(000698)强势上涨1.06%，成分股东芯股份(688110)上涨 19.99%，生益电子(688183)上涨12.47%，源杰科技(688498)上涨11.67%，奥比中光(688322)，富创精密 (688409)等个股跟涨。科创100ETF增强指数基金(588680)上 ...

Group 1: ETF Performance - The Sci-Tech Chip ETF has seen a recent trading volume turnover of 2.5%, with a transaction value of 830 million yuan [3] - As of July 30, the ETF's latest scale reached 33.012 billion yuan, marking a one-year high and ranking first among comparable funds [3] - The ETF experienced a significant increase in shares, with a growth of 19.8 million shares over the past week, also ranking first among comparable funds [3] Group 2: Fund Inflows and Leverage - The latest net inflow for the Sci-Tech Chip ETF is 402 million yuan, with three out of the last five trading days showing net inflows totaling 442 million yuan [3] - The ETF has seen a net financing purchase amount of 6.7277 million yuan this month, with the latest financing balance reaching 1.636 billion yuan [3] Group 3: Historical Returns - As of July 30, the ETF's net value has increased by 69.83% over the past year, ranking first among comparable funds and placing in the top 4.96% of index equity funds [4] - The ETF's highest monthly return since inception was 25.18%, with the longest consecutive monthly gains being four months and a maximum increase of 36.01% [4] - The average return for months with gains is 8.40%, and the historical two-year holding profit probability is 98.51% [4] Group 4: Industry Outlook - The storage chip industry is expected to enter a price increase cycle, with average month-on-month price changes for DDR3, DDR4, and DDR5 being +14.05%, +33.38%, and +2.75% respectively [4] - The semiconductor industry is experiencing a comprehensive rebound, driven by macro policy cycles, inventory cycles, and AI innovation cycles [5] - North American demand for computing power is rising sharply, boosting the growth of the switch and server supply chain, with TSMC raising its annual revenue growth forecast from 25% to 30% [5] Group 5: Key Stocks in the Index - The top ten weighted stocks in the Sci-Tech Chip Index include SMIC, Haiguang Information, Cambricon, and others, collectively accounting for 57.76% of the index [5] - The performance of individual stocks varies, with notable changes in weight and price fluctuations among the top stocks [7]

融资融券数据显示，该股最新（7月30日）两融余额为10.39亿元，其中，融资余额为10.35亿元，较上一 个交易日增加1.63亿元，增幅为18.65%；融券余额为379.80万元，较上一个交易日增加51.58万元，增幅 为15.72%。近10日两融余额合计增加1.84亿元，增幅为21.54%，其间融资余额增长21.37%，融券余额增 长97.45%。 7月31日盘中科创板股东芯股份涨停，截至09:35，股价报64.76元，成交12.41亿元，换手率4.57%，振幅 10.62%。 （文章来源：证券时报网） 科创板个股中，截至发稿上涨的共有442只，涨幅在5%以上的共有9只，涨幅较高的有南新制药、东芯 股份、生益电子等，分别上涨20.03%、19.99%、10.88%，下跌的有130只，跌幅较大的有电气风电、当 虹科技、大全能源，分别下跌11.92%、6.14%、5.32%。 资金面上，东芯股份上一交易日主力资金净流出4.78亿元，近5日净流出4.87亿元。 ...

Economic Policy and Regulation - Xi Jinping emphasized the need for sustained macro policy efforts and timely enhancements in the second half of the year to address economic challenges and risks, focusing on expanding domestic demand and deepening reforms [1] - The Financial Regulatory Bureau's head, Li Yunze, conducted research in Tibet to enhance financial support for high-quality development and major projects, aiming to optimize financial services and mitigate risks [1] Corporate News - Ningde Times reported a net profit of 30.512 billion yuan for the first half of the year, a year-on-year increase of 33.02%, with operating revenue of 178.886 billion yuan, up 7.27% [5] - Digital Certification announced a change in its controlling shareholder to Beijing Data Group, following a transfer of state-owned shares [6] - Vanke A received a loan of up to 869 million yuan from its largest shareholder, Shenzhen Metro Group, for debt repayment and other purposes [6] - Changjiang Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project, with funding sourced from its own capital [7] - Yonghui Supermarket intends to raise no more than 3.992 billion yuan through a private placement for store upgrades and working capital [7] Industry Developments - The China Metal Materials Circulation Association called for the abandonment of "involution-style" competition in the steel circulation industry, advocating for healthy competition based on product quality and service value [3] - Changying Precision announced that it has begun mass production of precision components for humanoid robots and has established partnerships with leading brands in the sector [8][9] - Longfly Fiber reported that its hollow-core fiber business has not yet significantly impacted its financial data, with future developments remaining uncertain [13]

7月30日，截至收盘，沪指涨0.17%，报收3615.72点；深成指跌0.77%，报收11203.03点；创业板指跌 1.62%，报收2367.68点。科创半导体ETF（588170）跌1.45%。半导体材料ETF（562590）跌0.77%。 隔夜外盘：截至收盘，道琼斯工业平均指数跌0.38%；标准普尔500种股票指数跌0.12%；纳斯达克综合 指数涨0.15。费城半导体指数涨0.83%，美光科技涨2.48%，ARM跌0.09%，恩智浦半导体跌2.56%，微 芯科技跌0.55%，应用材料涨0.52%。 行业资讯： 1.国家发展改革委同步发布《政府投资基金布局规划和投向指导工作指引（征求意见稿）》（以下简称 《工作指引》）与《政府投资基金投向指导评价管理办法（征求意见稿）》（以下简称《管理办 法》），明确政府投资基金未来的设立规范、投向重点、监管机制以及激励与约束体系。在具体投资导 向方面，《工作指引》将政府投资基金的投向明确锚定在以下重点领域：国家级基金将聚焦现代化产业 体系提质升级、关键核心技术攻关和跨区域重大项目；地方基金则强调因地制宜，服务特色优势产业、 区域创新能力、小微企业与初创科创企业孵化；同时 ...