8月14日沪指下跌0.46%，盘后龙虎榜数据显示，机构现身23只个股龙虎榜，净买入11只，净卖出12 只。深沪股通席位出现在17只个股龙虎榜。 证券时报·数据宝统计显示，8月14日机构专用席位现身23只个股龙虎榜，合计净买入2908.74万元。个股 来看，净买入11只，净卖出12只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是有方科技，该股今日收盘涨停，全天换手率为14.30%，成交额为8.95 亿元。因日收盘价涨幅达20.01%上榜龙虎榜，前五大买卖营业部中有2家机构专用席位，为买一、买 四，合计净买入7631.92万元。资金流向方面，该股全天资金净流入8382.63万元。 创新医疗，今日收盘涨停，全天换手率为25.73%，成交额为26.09亿元。因日涨幅偏离值达11.20%上榜 龙虎榜，前五大买卖营业部中有5家机构专用席位，为买一、买二、买五、卖一、卖三，合计净买入 7235.47万元。资金流向方面，该股全天资金净流入1.30亿元。 南模生物，今日收盘上涨16.20%，全天换手率为5.87%，成交额为2.62亿元。因日收盘价涨幅达16.20% 上榜龙虎榜，前五大买卖营业部中有1家机构专用席位，为 ...

| 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 4514.89 | | 中信证券股份有限公司上海分公司 | 4006.84 | | 国泰海通证券股份有限公司总部 | 3628.41 | | 机构专用 | 3117.03 | | 开源证券股份有限公司西安西大街证券营业部 | 2626.66 | | 卖出营业部名称 | 卖出金额(万元) | | 湘财证券股份有限公司上海陆家嘴证券营业部 | 2066.08 | | 中信证券股份有限公司上海分公司 | 2056.04 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 2027.02 | | 中信建投证券股份有限公司苏州分公司 | 1917.85 | | 广发证券股份有限公司杭州延安路证券营业部 | 1459.86 | 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2.74亿元， 其中，买入成交额为1.79亿 元，卖出成交额为9526.86万元，合计净买入8366.99万元。具体来看，今日上榜的前五大买入营业部 中，有2家机构专用席位现身，即买一、买四，买入金额分别为4514.89万元、311 ...

8月14日，上证指数下跌0.46%，深证成指下跌0.87%，创业板指下跌1.08%。盘后龙虎榜数据显示，共有51只个股 因当日异动登上龙虎榜，资金净流入最多的是四方精创（300468.SZ），达9.47亿元。 据21投资通智能监测，23只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及17只。 9.47亿资金抢筹四方精创，4.94亿资金出逃长城军工 51只上榜的龙虎榜个股中，28只个股被净买入，23只个股被净卖出。其中，资金净买入最多的是四方精创，达 9.47亿元，占总成交金额的12.37%。四方精创当日收盘上涨15.29%，换手率为32.37%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 四方精创 | 15.29% | 94705 | 12.37% | 32.37% | 买一主买,成功率4 | | | | | | | 6.78% | | 华胜天成 | 10.01% | 29342 | 4.83% | 32.11% | 买一主买,成功率 ...

Group 1: Stock Market Activity - Today, 35 stocks were listed on the institutional trading list, with 16 stocks seeing net purchases and 19 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Innovation Medical (128 million), Youfang Technology (76.31 million), and Nanmo Biology (56.58 million) [1][2] Group 2: Company Developments - Youfang Technology has announced plans to engage in financing leasing to support its cloud computing services, driven by the growing demand for computing power in the artificial intelligence sector [2] - The company has previously focused on providing cloud infrastructure products to meet customer needs for storage, computing, and transportation [2] Group 3: Brain-Computer Interface Industry - The brain-computer interface product developed by Botuo Bio has entered the clinical trial phase, showing significant recovery effects in the first treated depression patient, with plans to start medical device registration in 2026 [4] - The Chinese government has issued policies to promote innovation in the brain-computer interface industry, with expectations for breakthroughs in key technologies by 2027 [4] - McKinsey predicts that the global market for medical applications of brain-computer interfaces could reach $40 billion by 2030 and $145 billion by 2040, with specific segments for central nervous system disease treatment and emotional assessment [4]

Summary of Key Points Core Viewpoint - On August 14, institutional investors showed significant activity in the stock market, with notable net purchases and sales across various stocks. Group 1: Institutional Net Purchases - The top three stocks with the highest net purchases by institutions were Youfang Technology, Innovation Medical, and Nanmo Biology, with net purchase amounts of 76.32 million, 72.35 million, and 56.59 million respectively [1][2] - A total of 37 stocks were involved in institutional trading on that day, with 16 stocks experiencing net purchases and 21 stocks facing net sales [1] Group 2: Institutional Net Sales - The top three stocks with the highest net sales by institutions were Cambrian, Hongtian Shares, and Quzhou Development, with net outflow amounts of 252 million, 149 million, and 148 million respectively [1][4] - The overall trend indicated a mixed sentiment among institutional investors, with a notable number of stocks seeing significant net outflows [1][3]

Market Overview - On August 13, the communication equipment sector rose by 6.06% compared to the previous trading day, with Guangku Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Gainers in Communication Equipment Sector - Guangku Technology (300620) closed at 79.30, up 20.01% with a trading volume of 281,600 shares and a transaction value of 2.204 billion [1] - Xinyi Technology (300502) closed at 236.56, up 15.45% with a trading volume of 601,100 shares and a transaction value of 13.529 billion [1] - Dingtong Technology (688668) closed at 115.36, up 13.10% with a trading volume of 111,200 shares [1] - Other notable gainers include Zhongji Xuchuang (300308) up 11.66%, Jiexun Feihong (300213) up 10.79%, and Tefa Information (000070) up 10.02% [1] Market Capital Flow - The communication equipment sector saw a net inflow of 2.48 billion from institutional investors, while retail investors experienced a net outflow of 6.38 billion [2] - The top stocks by net inflow from institutional investors include Tianfu Communication (300394) with a net inflow of 619 million, and ZTE Corporation (000063) with a net inflow of 313 million [3] Underperformers in Communication Equipment Sector - Dayhai Intelligent (002313) closed at 12.81, down 5.67% with a trading volume of 907,500 shares and a transaction value of 1.187 billion [2] - ST Gaohong (000851) closed at 1.90, down 5.00% with a trading volume of 13,900 shares [2] - Other underperformers include Cheng Tian Wei Ye (300689) down 4.73% and ST Lu Tong (300555) down 1.67% [2]

公开资料显示，永赢数字经济智选混合发起C基金成立于2023年4月10日，截至2025年6月30日，永赢数 字经济智选混合发起C规模18.34亿元，基金经理为王文龙。 简历显示：王文龙先生:硕士,曾任广发证券股份有限公司分析师;太平洋证券股份有限公司首席分析师; 华创证券有限责任公司首席分析师。现担任永赢基金管理有限公司权益投资部基金经理。2023年04月10 日至今,担任永赢数字经济智选混合型发起式证券投资基金的基金经理;2025年03月26日至今,担任永赢信 息产业智选混合型发起式证券投资基金的基金经理。 金融界2025年8月6日消息，永赢数字经济智选混合发起C(018123) 最新净值1.0776元，增长1.29%。该基 金近1个月收益率7.92%，同类排名2235|4694；近6个月收益率13.80%，同类排名1409|4546；今年来收 益率21.75%，同类排名1246|4507。 永赢数字经济智选混合发起C股票持仓前十占比合计69.29%，分别为：潍柴重机（9.78%）、科泰电源 （9.71%）、有方科技（8.44%）、宏景科技（8.13%）、大位科技（7.87%）、欧陆通（7.30%）、盈峰 环 ...

天眼查商业履历信息显示，深圳市有方科技股份有限公司，成立于2006年，位于深圳市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本9199.4495万人民币，实缴资本 9199.4495万人民币。公司法定代表人为王慷。 通过天眼查大数据分析，深圳市有方科技股份有限公司共对外投资了23家企业，参与招投标项目216 次，知识产权方面有商标信息32条，专利信息352条，此外企业还拥有行政许可22个。 来源：金融界 金融界消息 截至2025年7月31日收盘，有方科技（688159）报收于59.42元，下跌3.74%，换手率 7.08%，成交量6.56万手，成交金额3.96亿元。 资金流向方面，今日主力资金净流出4331.64万元，占比成交额10.95%。其中，超大单净流出2707.46万 元、占成交额6.84%，大单净流出1624.17万元、占成交额4.11%，中单净流出流入2857.83万元、占成交 额7.22%，小单净流入1473.80万元、占成交额3.73%。 有方科技最新一期业绩显示，截至2025一季报，公司营业总收入10.58亿元、同比增长22.66%，归属净 利润1759.95万元， ...

通过天眼查大数据分析，深圳市有方科技股份有限公司共对外投资了23家企业，参与招投标项目216 次，知识产权方面有商标信息32条，专利信息352条，此外企业还拥有行政许可22个。 来源：金融界 有方科技最新一期业绩显示，截至2025一季报，公司营业总收入10.58亿元、同比增长22.66%，归属净 利润1759.95万元，同比减少70.03%，扣非净利润1768.40万元，同比减少68.01%，流动比率1.412、速动 比率1.233、资产负债率59.06%。 天眼查商业履历信息显示，深圳市有方科技股份有限公司，成立于2006年，位于深圳市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本9199.4495万人民币，实缴资本 9199.4495万人民币。公司法定代表人为王慷。 金融界消息 截至2025年7月29日收盘，有方科技（688159）报收于62.6元，上涨4.0%，换手率8.2%，成 交量7.61万手，成交金额4.63亿元。 资金流向方面，今日主力资金净流出2491.94万元，占比成交额5.38%。其中，超大单净流入39.25万 元、占成交额0.08%，大单净流出2531.19万元 ...

Core Viewpoint - The company, Youfang Technology, is making a significant bet on computing power by planning to invest up to 4 billion yuan in server procurement to enhance its cloud services, following a tenfold revenue increase in its cloud products in 2024, which has helped the company turn a profit after years of losses [2][9]. Group 1: Financial Performance and Strategy - Youfang Technology's cloud product revenue surged to 2.15 billion yuan in 2024, marking a year-on-year increase of 1076.71%, significantly surpassing its original IoT wireless communication revenue of 920 million yuan [9]. - The company has transitioned from a focus on IoT wireless communication, which faced declining profit margins due to industry competition and chip shortages, to cloud products, establishing a wholly-owned subsidiary for data storage in 2023 [4][9]. - The gross margin for the cloud products plummeted from 23.73% to 9.02% in 2024, indicating a challenging competitive landscape and potential further declines in profitability [10]. Group 2: Procurement and Financial Risks - The planned procurement contract of 4 billion yuan represents over 50% of the company's total audited assets and more than 70% of its market capitalization of 5.496 billion yuan as of July 23 [6][7]. - The company intends to finance the procurement through a combination of its own funds and external financing, with current cash reserves of only 436 million yuan and short-term borrowings of 700 million yuan [7][8]. - The high leverage strategy raises concerns about cash flow pressures and potential liquidity issues if customer payments are delayed [8]. Group 3: Market Dynamics and Competitive Landscape - The demand for AI computing power is driving industry expansion, with major tech companies and telecom operators investing heavily, which may squeeze profit margins for smaller firms like Youfang Technology [10][11]. - The company's cloud product offerings include cloud platforms related to IoT big data and cloud infrastructure, with a business model that integrates self-developed products with externally purchased servers [11].