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1.87亿元， 其中，买入成交额为1.23亿 元，卖出成交额为6430.49万元，合计净买入5870.61万元。具体来看，今日上榜营业部中，第一大买入 营业部为高盛(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，买入金额为3670.66万元，其 次是摩根大通证券(中国)有限公司上海银城中路证券营业部，买入金额2861.39万元。卖出营业部中，卖 出金额居首的是国泰海通证券股份有限公司总部，卖出金额为2042.39万元。 资金流向方面，该股今日全天主力资金净流出3212.61万元。（数据宝） 慧辰股份8月6日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 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 | 3670.66 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 2861.39 | | 国泰海通证券股份有限公司总部 | 2612.90 | | 中信证券股份有限公司上海分公司 | 1942.82 | | 兴业证券股份有限公司天津分公司 | 1213.33 | | 卖出营业部名称 ...

8月6日，慧辰股份上涨16.35%登上龙虎榜，有价格涨跌幅限制的日收盘价格涨幅达到15%，知名游资卖 出。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 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 3670.66 0.00 3670.66 摩根大通证券（中国）有限公司上海银城中路证券营业部 2861.39 0.00 2861.39 国泰海通证券股份有限公司总部 2612.90 0.00 2612.9 中信证券股份有限公司上海分 公司 1942.82 0.00 1942.82 兴业证券股份有限公司天津分公司 1213.33 0.00 1213.33 卖出金额最大的前5名 营业部 买入额/万 卖出额/万 净额/万 国泰海通证券股份有限公司总部 0.00 2042.39 -2042.39 中信建投证 券股份有限公司北京亦庄荣华中路证券营业部 0.00 1308.53 -1308.53 国联民生证券股份有限公司宜兴新 城路证券营业部 0.00 1240.60 -1240.6 英大证券有限责任公司深圳华侨城证券营业部 0.00 942.95 -942.95 财通证券股份有限公司温岭中华 ...

市场表现上，机构扎堆调研股中，近5日上涨的有37只，涨幅居前的有东芯股份、慧辰股份、赛意信息 等，涨幅为79.70%、16.01%、14.10%；下跌的有34只，跌幅居前的有雅化集团、容百科技、仕佳光子 等，跌幅为13.21%、11.18%、10.20%。 机构扎堆股中，有20股已经公布了半年报，净利润同比增幅最高的是智明达、仕佳光子，净利润分别增 长2147.93%、1712.00%。公布半年报业绩预告的共有9只，业绩预告类型来看，预增有4只，预盈有3 只。以净利润增幅中值来看，净利润增幅最高的是海天瑞声，预计净利润中值为368.00万元，同比增幅 为783.77%。 近5日机构调研股一览 | 证券代码 | 证券简称 | 机构调研次数 | 机构家数 | 最新收盘价（元） | 其间涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002415 | 海康威视 | 1 | 247 | 28.57 | -0.07 | 计算机 | | 301511 | 德福科技 | 1 | 238 | 35.39 | 14.01 | 电力设备 | | 688313 ...

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7]. Core Viewpoints - The report expresses a strong optimism regarding the performance of AI applications in the second half of the year, driven by supportive government policies and increasing market activity in AI-related sectors [6][27]. - Recent policies from Shanghai and Shenzhen are expected to accelerate the development and application of AI technologies, particularly in infrastructure and low-altitude economy [20][29]. Summary by Sections Market Performance - Last week, the computer sector experienced a slight decline of 0.39%, ranking 8th among major industries in the Yangtze River region, with a market share of 9.27% in total trading volume [2][4][16]. Key Recommendations - Focus areas include: 1. AI infrastructure 2. Overseas applications in AI+ fields such as video, coding, and integrated solutions 3. Vertical integration companies in closed-loop scenarios like education, taxation, and healthcare [6][27][42]. Policy Support - Shanghai's recent measures include a 600 million yuan subsidy for computing power and various incentives for AI model development, which are expected to lower operational costs and enhance AI application deployment [20][24]. - Shenzhen's plan aims to establish a comprehensive low-altitude infrastructure by 2026, with projected economic output exceeding 130 billion yuan [32][29]. Investment Opportunities - The report highlights potential investment opportunities in: 1. Domestic large model manufacturers 2. AI intelligent entities 3. Domestic computing power supply chains 4. High-quality data-related companies [27][42].

Core Viewpoint - The article discusses the recent research conducted by QuanGuo Fund on the listed company Huichen Co., highlighting its strong performance in the data and AI sectors, as well as its strategic focus on providing comprehensive solutions in data, algorithms, and computing power. Company Overview - Huichen Co. was established in 2008 and is based in Beijing, specializing in commercial and public service sectors, serving over 2,000 clients, including Fortune 500 companies and leading brands in various industries [2][3]. - The company has developed core competencies in data collection, analysis, governance, circulation, and application, leveraging digital and AI technologies to enhance client value [3][4]. Business Model and Technology - The company operates as a comprehensive service provider for "data elements + AI" applications, focusing on data, algorithm models, and computing infrastructure [3][4]. - It utilizes advanced technologies such as big data, machine learning, deep learning, and natural language processing to drive the monetization of data assets and the application of AI [3][4][5]. - Huichen Co. has developed proprietary models for text, audio, and digital personas, and has launched the "Hui AI Intelligent Application Platform" to meet client needs for cost reduction and efficiency improvement [4][5]. Data Accumulation and Analysis - The company has accumulated extensive experience in data analysis over the past decade, serving various large and medium-sized commercial clients and public service institutions [6][7]. - Data collection and procurement costs have historically accounted for over 50% of revenue, indicating a strong commitment to data-driven services [7]. - Huichen Co. has developed a range of industry-specific data analysis technologies and models, which have been patented and are integral to its service offerings [7][8]. AI and Computing Power Solutions - The company has launched a one-stop product for intelligent computing resource management, enhancing operational efficiency and supporting diverse AI application needs [9][10]. - Recent collaborations have led to the development of an "AI Public Computing Power Platform Software" project, which includes software installation, system integration, and ongoing technical support [9][10]. - Huichen Co. is actively exploring private deployment of AI agents in sectors such as consumer goods and tobacco, with ongoing projects for major brand clients [6][8]. Future Strategy - The company aims to continue focusing on its core business areas of data, algorithms, and computing power, striving to create more value in the digital and intelligent era [11][12]. - It has initiated a stock incentive plan to enhance team cohesion and performance, reflecting confidence in achieving its operational goals and delivering shareholder value [12].

Group 1 - The tobacco sector saw an increase of 1.53%, ranking 8th among concept sectors, with 32 stocks rising, including a limit-up for Kain Co., and significant gains for Huichen Co., Xiangyi Rongtong, and Qiming Star, which rose by 8.32%, 6.01%, and 4.45% respectively [1][2] - The tobacco sector experienced a net inflow of 239 million yuan from main funds, with 16 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow, led by Qiming Star with a net inflow of 137 million yuan [2][3] - Kain Co., Zhongke Information, and Guanhao High-tech had the highest net inflow ratios at 32.04%, 13.49%, and 13.09% respectively [3][4] Group 2 - The top gainers in the tobacco sector included Qiming Star, Zhongke Information, Kain Co., and Huichen Co., with respective daily gains of 4.45%, 4.33%, 9.96%, and 8.32% [3][4] - The stocks with the largest declines included Yuanwanggu, Yaxiang Co., and Changrong Co., which fell by 4.24%, 2.35%, and 2.11% respectively [1][5] - The overall market performance showed a mixed trend with various sectors experiencing both gains and losses, indicating a diverse investment landscape [2][5]

（原标题：基金最新动向：走访这27家公司） 昨日基金共对27家公司进行调研，扎堆调研慧辰股份、上海沿浦、晶科能源等。 证券时报•数据宝统计，7月31日共35家公司被机构调研，按调研机构类型看，基金参与27家公司的调研活动，其中，10家以上基金扎堆调研公司 共10家。慧辰股份最受关注，参与调研的基金达47家；晶科能源、上海沿浦等分别获27家、27家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有7家，创业板公司有2家，沪市主板公司有13家，科创板公司有5家。所属行业来看，基 金调研的公司共涉及14个行业，所属电子、汽车等行业个股最多，均有4只个股上榜。 从基金调研公司的A股总市值统计，总市值在500亿元以上的共有3家，其中总市值超千亿元的有胜宏科技、国信证券等，总市值不足100亿元的有 13家，分别是山高环能、中润光学、维力医疗等。 近五日涨跌: -3.57% 市场表现上，基金调研股中，近5日上涨的有11只，涨幅居前的有胜宏科技、慧辰股份、电子城等，涨幅为24.08%、8.18%、6.91%；下跌的有16 只，跌幅居前的有兰生股份、中铁工业、晶科能源等，跌幅为19.87%、17.53%、7. ...

Group 1 - In the past five trading days, a total of 166 companies were investigated by institutions, with notable interest in Defu Technology, Huichen Co., and Haida Group [1][2] - Among the companies surveyed, 46 received attention from more than 20 institutions, with Defu Technology being the most popular, attracting 238 institutions [1][3] - The types of institutions involved in the surveys included 144 from securities companies, 124 from fund companies, and 67 from insurance companies, indicating a strong interest from the securities sector [1] Group 2 - In terms of market performance, 24 of the surveyed stocks increased in value, with the highest gains seen in Yinsai Group, Defu Technology, and Jiachih Technology, which rose by 26.78%, 25.24%, and 25.15% respectively [2] - Conversely, 22 stocks experienced declines, with the largest drops recorded by Sanyangma, Jinko Solar, and Lianchuang Optoelectronics, which fell by 7.84%, 7.43%, and 7.41% respectively [2] - Among the stocks that have released semi-annual reports, Jinhe Biological and Minshida reported the highest net profit growth rates of 51.52% and 42.28% respectively [2] Group 3 - Defu Technology, Huichen Co., and Haida Group were among the top companies surveyed, with closing prices of 35.93 yuan, 71.18 yuan, and 56.42 yuan respectively, and their respective price changes were 25.24%, 8.18%, and 1.93% [3][4] - The most frequently surveyed company was Weili Transmission, which was investigated four times, while Jiega Co. and Shenghong Technology were surveyed three and two times respectively [5] - The net capital inflow for the stocks with over 20 institutions involved was positive for 14 stocks, with Shenghong Technology seeing the highest net inflow of 1.213 billion yuan [1][2]

Summary of Key Points Core Viewpoint - A total of 734 stocks reported their latest shareholder numbers as of July 20, with 337 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 734 stocks, 38 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Jin Yi Culture, which saw a decrease of 27.56% to 124,196 shareholders, alongside a cumulative drop of 15.33% in its stock price since the concentration of shares [3][4]. - Chuang Yi Tong followed closely with a 27.39% decrease in shareholder numbers, totaling 14,176, and a cumulative decline of 6.06% in its stock price [3][4]. Group 2: Performance of Concentrated Stocks - Stocks with concentrated holdings outperformed the Shanghai Composite Index, with 46% of these stocks achieving excess returns compared to the index [2]. - The average increase for concentrated stocks since July 1 was 5.04%, surpassing the Shanghai Composite Index's increase of 4.33% during the same period [2]. Group 3: Industry Performance - The industries with the highest concentration of stocks included machinery, basic chemicals, and electronics, with 39, 36, and 27 stocks respectively [3]. - Notable performers among concentrated stocks included Shen Shui Gui Yuan, Kang Hong Pharmaceutical, and Top Cloud Agriculture, with increases of 56.23%, 38.54%, and 37.29% respectively since July 11 [3]. Group 4: Earnings Reports - Among the concentrated stocks, *ST Ling Da reported the highest year-on-year net profit growth of 37.56% [4]. - Four stocks released preliminary earnings reports, with Bai Long Chuang Yuan and Guo Yuan Securities showing net profit growth rates of 42.68% and 40.44% respectively [4]. - A total of 102 stocks provided earnings forecasts, with 29 expecting profit increases and 9 expecting to turn profitable [4]. Group 5: Notable Stocks with Declining Shareholder Numbers - Other stocks with significant declines in shareholder numbers included Yi Hao New Materials (-26.86%), Bang Ji Technology (-25.36%), and Hui Zhong Shares (-24.28%) [4][5]. - The overall trend indicates a potential shift in investor sentiment towards these companies, as evidenced by the significant outflows of capital during the observed period [3][4].

市场表现看，换手率超5%的个股中，今日上涨的有60只，涨幅居前的有键凯科技、新锐股份、新光光 电等，分别上涨20.00%、16.50%、16.08%。跌幅居前的有中邮科技、慧辰股份、德科立等，分别下跌 6.94%、6.27%、5.18%。 分行业看，今日换手率超5%的个股中，所属医药生物行业个股最多，有28只个股上榜；计算机、电子 等紧随其后，分别有14只、11只个股上榜。 资金流向方面，高换手率个股中，有42股今日获主力资金净流入，净流入金额较多的有鼎通科技、优刻 得、有方科技，净流入金额分别为1.16亿元、1.06亿元、5834.86万元，净流出金额较多的有嘉元科技、 源杰科技、前沿生物，净流出金额分别为1.01亿元、9312.95万元、7608.17万元。 科创50指数今日上涨0.04%，报收1007.89点，科创板全日成交量37.45亿股，成交额1234.34亿元，加权 平均换手率为2.09%。 证券时报·数据宝统计显示，今日可交易科创板股中，392只股收盘上涨，涨幅超过10%的有8只，其 中，键凯科技、上纬新材、铁建重工等3股涨停，涨幅在5%至10%的有27只，收盘下跌的有189只。 科创板股换手率 ...