Core Insights - As of August 5, a total of 116 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stocks with the longest consecutive net inflow days are Huicheng Environmental Protection and Chengdi Xiangjiang, both achieving 17 consecutive trading days of net inflows [1] - Other notable stocks with significant consecutive net inflow days include Gaomei Co., Juhe Materials, China Baoan, Langkun Technology, Jichuan Pharmaceutical, Jiuri New Materials, Xinlicheng, Cangge Mining, Tianzhihang, and Jingcheng Co., with inflow days ranging from 9 to 15 [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688556 | 筒测股份 | 11.35 | 6.07% | 58.61万 | 6.55亿 | | 300093 | *ST金刚 | 14.39 | 3.82% | 5.70万 | 8080.44万 | | 688408 | 中信博 | 50.80 | 3.82% | 4.41万 | 2.20亿 | | 688303 | 大全能源 | 26.63 | 3.58% | 14.93万 | 3.90亿 | | 600151 | 航天机电 | 7.64 | 3.52% | 50.90万 | 3.88亿 | | 300776 | 帝尔激光 | 66.17 | 3.47% | 6.22万 | 4.08亿 | | 688147 | 微导纳米 | 34.72 | 2.78% | 10.08万 | 3.44亿 | | 600207 | 安彩高科 | 4.99 | 2.46% | 27.61万 | 1.37亿 | | 603396 | 金辰股份 | 28.78 | ...

金融界消息 截至2025年8月5日收盘，高测股份（688556）报收于11.35元，上涨6.07%，换手率7.66%， 成交量58.61万手，成交金额6.55亿元。 通过天眼查大数据分析，青岛高测科技股份有限公司共对外投资了13家企业，参与招投标项目74次，知 识产权方面有商标信息62条，专利信息1380条，此外企业还拥有行政许可17个。 来源：金融界 高测股份最新一期业绩显示，截至2025一季报，公司营业总收入6.86亿元、同比减少51.70%，归属净利 润7413.98万元，同比减少135.03%，扣非净利润8030.48万元，同比减少142.94%，流动比率2.300、速动 比率1.968、资产负债率52.30%。 天眼查商业履历信息显示，青岛高测科技股份有限公司，成立于2006年，位于青岛市，是一家以从事专 用设备制造业为主的企业。企业注册资本54674.3918万人民币，实缴资本2900万人民币。公司法定代表 人为张顼。 资金流向方面，今日主力资金净流入6597.56万元，占比成交额10.08%。其中，超大单净流入1574.78万 元、占成交额2.41%，大单净流入5022.79万元、占成交额7.6 ...

Group 1 - A total of 107 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for 5 consecutive days or more as of August 4 [1] - The stocks with the longest consecutive net inflows are Chengdi Xiangjiang and Huicheng Environmental Protection, both achieving 16 consecutive trading days of net inflows [1] - Other notable stocks with significant consecutive net inflows include Gaocai Co., Ltd. (14 days), Juhe Materials (13 days), Juchen Co., Ltd. (12 days), China Baoan (10 days), Hongrun Construction (9 days), Jiurichuang New Materials (9 days), New Mileage (9 days), Jichuan Pharmaceutical (9 days), and Langkun Technology (9 days) [1]

Core Insights - As of August 1, a total of 137 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] Group 1: Stocks with Longest Net Inflows - The stocks with the longest consecutive net inflows are Daon Shares, Chengdi Xiangjiang, and Huicheng Environmental Protection, each having recorded net inflows for 15 consecutive trading days [1] - Other notable stocks with significant net inflow days include Gaoce Shares (13 days), Juhe Materials (12 days), and Construction Bank (11 days) [1] - Additional stocks with notable inflow days include Juchen Shares, Huilong New Materials, China Baoan, Xinquan Shares, Rongfa Nuclear Power, Hongrun Construction, and Yanjinpuzi, with inflow days ranging from 8 to 10 [1]

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 34.062 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 4.184 billion yuan [1] - A total of 242 stocks saw net inflows, while 345 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 341 stocks rose, with two stocks, Ruikeda and Shenlian Biological, hitting the daily limit, while 241 stocks declined [1] - The stocks with the highest net inflows included Gaoce Co., Ltd. with 107.17 million yuan, followed by Jinpan Technology and Shanghai Yizhong with 89.50 million yuan and 89.26 million yuan respectively [2] Continuous Fund Flow - There are 39 stocks that have seen continuous net inflows for more than three trading days, with Kexin Co., Ltd. leading at eight consecutive days of inflow [2] - Conversely, 194 stocks have experienced continuous net outflows, with ST Yifei leading at 15 consecutive days of outflow [2] Key Stocks with Fund Inflows - The top stocks by net inflow include: - Gaoce Co., Ltd. (107.17 million yuan, 16.58% inflow rate, 1.91% increase) [2] - Jinpan Technology (89.50 million yuan, 7.08% inflow rate, 6.89% increase) [2] - Shanghai Yizhong (89.26 million yuan, 9.54% inflow rate, 7.79% increase) [2] Key Stocks with Fund Outflows - The stocks with the highest net outflows include: - Dongxin Co., Ltd. (816 million yuan, 11.37% decrease) [1] - Hanwujing and Lankai Technology with net outflows of 411 million yuan and 391 million yuan respectively [1]

天眼查商业履历信息显示，青岛高测科技股份有限公司，成立于2006年，位于青岛市，是一家以从事专 用设备制造业为主的企业。企业注册资本54674.3918万人民币，实缴资本2900万人民币。公司法定代表 人为张顼。 通过天眼查大数据分析，青岛高测科技股份有限公司共对外投资了13家企业，参与招投标项目74次，知 识产权方面有商标信息62条，专利信息1380条，此外企业还拥有行政许可17个。 来源：金融界 金融界消息 截至2025年8月1日收盘，高测股份（688556）报收于10.66元，上涨1.91%，换手率7.84%， 成交量60.04万手，成交金额6.46亿元。 资金流向方面，今日主力资金净流入1.16亿元，占比成交额17.92%。其中，超大单净流入5456.07万 元、占成交额8.44%，大单净流入6128.03万元、占成交额9.48%，中单净流出流出5905.10万元、占成交 额9.14%，小单净流出5679.00万元、占成交额8.79%。 高测股份最新一期业绩显示，截至2025一季报，公司营业总收入6.86亿元、同比减少51.70%，归属净利 润7413.98万元，同比减少135.03%，扣非净利润80 ...

Investment Rating - The report maintains an "Outperform" rating for the power equipment and new energy sector [1]. Core Insights - The photovoltaic index saw a significant rebound in July, with the index rising by 9.73%, outperforming the Shanghai and Shenzhen 300 Index, which had a return of 5.47% during the same period [4][9]. - All sub-sectors within the photovoltaic industry experienced growth, with polysilicon, silicon wafers, and photovoltaic glass leading the gains [12][15]. - The report emphasizes the importance of policy measures aimed at addressing low-price competition in the photovoltaic industry, which is expected to lead to the orderly exit of outdated production capacity [6][16]. Summary by Sections Industry Performance Review - The photovoltaic index showed a strong upward trend in July, with a daily average transaction amount of 29.935 billion yuan, marking a significant increase [9]. - All sub-sectors within the photovoltaic industry reported gains, with polysilicon prices increasing by 33.00%, silicon wafers by 23.38%, and photovoltaic glass by 16.95% [12][15]. Industry and Company Dynamics - The central government has initiated measures to regulate low-price competition in the photovoltaic sector, aiming to enhance product quality and phase out outdated capacity [6][16]. - Domestic demand for photovoltaic installations saw a sharp decline after the end of the installation rush, with June's new installations dropping to 14.36 GW, a year-on-year decrease of 38.45% [19]. - The export of photovoltaic components showed signs of improvement, with a month-on-month increase in May [22]. Investment Recommendations - The report suggests focusing on the "capacity clearance" and "new technology iteration" themes, particularly in polysilicon, photovoltaic glass, BC cells, and perovskite cell leading companies [6][4]. - The photovoltaic industry is currently valued at historical lows, and as capacity reduction progresses, supply and demand dynamics are expected to improve [6].

Group 1 - A total of 168 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more as of July 30 [1] - The stock with the longest consecutive net inflow days is Chunzhong Technology, which has seen net inflows for 16 trading days [1] - Other notable stocks with significant consecutive net inflow days include Longqi Technology, Daon Shares, Chengdi Xiangjiang, Huicheng Environmental Protection, Gaocai Shares, Juhe Materials, Wancheng Group, Huaxi Biological, and Xindian Software, with 14, 13, 13, 13, 11, 10, 10, 10, and 10 trading days of net inflows respectively [1]

证券代码：688556 证券简称：高测股份 公告编号：2025-051 转债代码：118014 转债简称：高测转债 青岛高测科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、关于非独立董事辞职的基本情况 公司于2025年7月30日召开第四届董事会第十二次会议，审议通过了《关于选 举公司第四届董事会副董事长的议案》，公司董事会同意选举李学于先生为公司 副董事长，任期自董事会审议通过之日起至第四届董事会届满之日止。 四、关于补选审计委员会委员的情况说明 公司于2025年7月30日召开第四届董事会第十二次会议，审议通过了《关于补 选公司第四届董事会审计委员会委员的议案》，公司董事会同意选举职工代表董 事李学于先生担任公司第四届董事会审计委员会委员，任期自董事会审议通过之 日起至第四届董事会届满之日止。 除上述调整外，公司第四届董事会审计委员会其他委员保持不变，调整后公 司第四届董事会审计委员会由李雪先生（主任委员）、王辉先生和李学于先生组 成，审计委员会成员均为不在公司担任高级管理人员的董事，审计委员会的主任 ...