【导读】上纬新材股价开盘大幅走低，一度跌超16% 中国基金报记者 李智 板块上来看，PEEK材料概念股持续活跃，航天军工、煤炭、工程机械等板块涨幅居前；而餐 饮旅游、文化传媒、发电设备等板块跌幅居前。 | | | Wind热门概念指数 | | | | Wind中国行业指数 | | | --- | --- | --- | --- | --- | --- | --- | --- | | PEEK材料 | 中船系 | 液冷服务器 | 航母 | 航天军工 | 重型机械 | 摩托车 | 煤炭 | | 5.30% | 4.03% | 2.93% | 2.89% | 2.36% | 1.98% | 1.77% | 1.13% | | 十大军工集团 | 培育钻石 | 军工信息化 | 工业母机 | 工程机械 | 工业机械 | 化纤行业 | 芸金属 | | 2.56% | 2.45% | 2.06% | 1.93% | 1.11% | 0.98% | 0.90% | 0.88% | | 超硬材料 | 中超起用 | 雅江水电站 | 宠物经济 | 能源设备 | 电子元器件 | 零售 | 多元金融 | | 1.93% | 1.87% ...

8月6日，A股早盘震荡盘整，三大股指震荡上涨，，PEEK材料继续爆发，军工股活跃。港股早盘低开，恒指、恒科指走 低，苹果概念股走高，新消费股反弹。债市方面，国债期货多数上涨。商品方面，国内商品期货走高，焦煤涨超5%。核心 市场走势： A股：截至发稿，沪指涨0.06%，深成指涨0.12%，创业板指涨0.10%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3619.91 | 2.32 | 0.06% | | 399001 | 深证成指 | 14 11 | 11119.87 | 12.91 | 0.12% | | 399006 | 创业板指 | 12 5m | 2345.65 | 2.27 | 0.10% | | 000300 | 沪深300 | | 4102.12 | -1.33 | -0.03% | | 000016 | FIFFSO | | 2791.51 | 0.78 | 0.03% | | 000680 | 科创得指 | | 1354.06 | 1.69 | 0.1 ...

在"20CM涨停"的加持下，上纬新材成为A股历史上最快成为"10倍股"的大牛股（不含上市首日新股） ——用时仅16个自然日。到8月5日，上纬新材股价突破110元，总市值也来到了446亿元，而在行情启动 前，其股价为7.78元，总市值不过31亿元。 公开资料显示，上纬新材是全球环保耐蚀树脂的主要供应商，主营业务涵盖环保高性能耐腐蚀材料、风 电叶片用材料、新型复合材料以及循环经济材料等领域。自2020年上市以来，公司经营业绩并不稳定， 股价表现也较为平淡，堪称化工行业的冷门股。 7月8日晚间，上纬新材发布公告称，智元机器人通过公司及核心团队共同出资设立的持股平台，以协议 转让和要约收购的方式取得公司控制权，至少收购其63.62%股份。 业内将之视为新质生产力企业在A股的标志性收购案例，也是具身智能企业在科创板的首单收购案例。 8月6日开盘，上纬新材股价开盘即大跌16.73%，成交金额1.01亿元。截至发稿，跌幅缩小至12.22%，最 新股价为96.98元，市值391亿元。 8月5日晚，上交所发布通报称：上纬新材近期多次出现严重异常波动情形，公司已多次发布风险提示公 告，提请广大投资者审慎投资，注意投资风险。近日， ...

——用时仅16个自然日。到8月5日，上纬新材股价突破110元，总市值也来到了446亿元，而在行情启动 前，其股价为7.78元，总市值不过31亿元。 公开资料显示，上纬新材是全球环保耐蚀树脂的主要供应商，主营业务涵盖环保高性能耐腐蚀材料、风 电叶片用材料、新型复合材料以及循环经济材料等领域。自2020年上市以来，公司经营业绩并不稳定， 股价表现也较为平淡，堪称化工行业的冷门股。 7月8日晚间，上纬新材发布公告称，智元机器人通过公司及核心团队共同出资设立的持股平台，以协议 转让和要约收购的方式取得公司控制权，至少收购其63.62%股份。 业内将之视为新质生产力企业在A股的标志性收购案例，也是具身智能企业在科创板的首单收购案例。 8月6日开盘，上纬新材股价开盘即大跌16.73%，成交金额1.01亿元。截至发稿，跌幅缩小至12.22%，最 新股价为96.98元，市值391亿元。 8月5日晚，上交所发布通报称：上纬新材近期多次出现严重异常波动情形，公司已多次发布风险提示公 告，提请广大投资者审慎投资，注意投资风险。近日，该股股价继续大幅波动，部分投资者在交易该股 过程中存在影响市场正常交易秩序、误导投资者正常交易决策的 ...

Group 1 - The stock of Shangwei New Materials (688585) experienced a significant drop of approximately 15%, returning below 100 yuan after a previous surge of over 13 times in the past 17 trading days [2] - The Shanghai Stock Exchange issued a notice regarding the abnormal fluctuations in the stock price of Shangwei New Materials, highlighting that the company has repeatedly issued risk warning announcements [2] - The stock price increased by 1320.05% from July 9 to August 5, 2025, with multiple instances of abnormal trading behavior leading to regulatory measures against certain investors [2] Group 2 - The company's main business remains focused on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials [3] - There have been no significant changes in the company's production operations or market environment, and no major adjustments in industry policies or production costs [3] - The planned transfer of control over the company is still pending compliance confirmation from the Shanghai Stock Exchange, and there is uncertainty regarding the approval process and timeline [3]

Market Overview - A-shares opened slightly lower with the Shanghai Composite Index down 0.05% at 3615.81 points, the Shenzhen Component down 0.14% at 11091.83 points, and the ChiNext Index down 0.32% at 2335.95 points, with a total turnover of 12.367 billion yuan [1] Company News - Upwind New Materials saw its stock price increase by 1320.05% from July 9 to August 5, 2025, prompting potential further suspension requests if prices rise again, despite no significant changes in fundamentals [2] - Ideal Automotive adjusted the configuration of its Ideal i8 model, reducing the price from 349,800 yuan to 339,800 yuan while offering additional features valued at 10,000 yuan [2] - Hengtong Optic-Electric continues to develop optical module solutions, with its 400G optical modules already in mass application and 800G modules undergoing testing for mass production [2] - Dongshan Precision plans to invest 350 million USD (approximately 2.498 billion yuan) in Hong Kong Super Yi to enhance its capital strength through cash and debt-to-equity swaps [3] - GeKomei's 0.61-micron 50 million pixel image sensor has entered mass production, enhancing its competitive edge in the smartphone market [3] - Haiguang Information reported a 45.21% year-on-year increase in revenue to 5.464 billion yuan and a 40.78% increase in net profit to 1.201 billion yuan for the first half of the year [3] Industry Insights - The China Chamber of Commerce for Import and Export of Machinery and Electronic Products urged photovoltaic companies to adhere to fair competition, control capacity expansion, focus on quality improvement, and strengthen self-discipline [4] - The National Healthcare Security Administration reported that 480 companies submitted information for the 11th batch of drug procurement, with an average of 15 companies per product, indicating a competitive environment [5] - The wholesale price of Moutai's Snake Zodiac liquor reached 2,000 yuan per bottle, reflecting a 5 yuan increase, as the brand expands its presence through authorized stores [6] - Domestic telecom operators have restarted eSIM services, focusing on IoT and wearable devices, while major smartphone manufacturers are expected to adopt eSIM technology [7] - TSMC is addressing potential leaks of its advanced chip manufacturing technology, emphasizing a zero-tolerance policy for breaches of commercial confidentiality [8] - Joby Aviation announced a $125 million acquisition of Blade Air Mobility's air taxi business, marking its entry into operational services [9] - The market for GABA-based beverages is growing due to rising consumer interest in sleep health, although challenges remain regarding efficacy and consumer awareness [10] - A new U.S. immigration regulation may require some travelers to pay up to $15,000 in bonds, indicating potential impacts on international travel [11] Institutional Perspectives - CITIC Securities maintains a positive outlook on the home appliance sector, highlighting strong demand for air conditioning and the potential for profit margin improvements in various segments [12] - Galaxy Securities anticipates that large model technologies will further drive the commercialization of AI applications in education and human resources [13] - Huaxi Securities notes that the stock market remains liquid, supporting a slow bull market, with increased participation from public and private funds [14]

Core Viewpoint - The A-share market has seen a significant increase in activity, with the Shanghai Composite Index stabilizing above 3600 points and over 3900 stocks rising, indicating a strong market sentiment approaching the previous high of the "924 market" [1] Group 1: Hot Stocks - The top ten popular stocks in the A-share market include: Shangwei New Materials, Shanhe Intelligent, Dongxin Peace, Furui Electronics, Great Wall Military Industry, Beiwai Technology, Innovation Medical, Guoji Precision, Zhongxin Fluorine Materials, and Dongjie Intelligent [1][2] - Shangwei New Materials has experienced a remarkable surge, with a 15-fold increase in stock price over 17 trading days, driven by speculation around a "backdoor listing" following the acquisition by Zhiyuan Robotics [3] - Shanhe Intelligent's stock price increase is linked to its involvement in the Yarlung Zangbo River hydropower project, which is part of a 1.2 trillion yuan infrastructure initiative, alongside its military and low-altitude economy attributes [3] Group 2: Stock Performance Drivers - Dongxin Peace's rise is attributed to its Web3.0 stablecoin payment project and eSIM technology, benefiting from favorable policies and a strong state-owned enterprise background [4] - Furui Electronics has seen an uptick due to its turnaround in performance and its role as a manufacturer for Huawei and DJI, particularly following the launch of DJI's first sweeping robot [4] - The military sector stocks, such as Great Wall Military Industry and Guoji Precision, are gaining traction due to improved industry sentiment and restructuring expectations, despite some companies facing losses [4]

在这轮上涨过程中，从上市公司到交易所也一路在提示风险：公司股票交易7次触及股票交易异常波动 情形，7次触及股票交易严重异常波动情形，累计发布10次异常波动、严重异常波动、交易风险提示公 告；7月25日和8月1日，上交所公告对其进行重点监控。停牌核查仍未给股价降温，5日晚间，上交所表 示，部分投资者在交易上纬新材的过程中存在影响市场正常交易秩序、误导投资者正常交易决策的异常 交易行为，上交所依规对相关投资者采取了暂停账户交易的自律监管措施。 在"20CM涨停"的加持下，上纬新材成为A股历史上最快成为"10倍股"的大牛股（不含上市首日新股） ——用时仅16个自然日。到8月5日，上纬新材股价突破110元，总市值也来到了446亿元，而在行情启动 前，其股价为7.78元，总市值不过31亿元。 20个交易日，股价累计上涨1320%的"疯牛"上纬新材（688585，SH），终于回头了。 8月6日开盘，上纬新材股价开盘即大跌16.73%，成交金额1.01亿元。截至发稿，跌幅缩小至12.22%，最 新股价为96.98元，市值391亿元。 这些争相出逃的资金本来有充分的机会。8月5日，上纬新材停牌核查后复牌，当天其股价在短暂翻绿 ...

8月6日，A股早盘红盘震荡，截至9:40，沪指涨0.04%，深成指涨0.12%，创业板指涨0.13%。 盘面上，军工板块延续强势，长城军工、国机精工3连板，股价均再创历史新高;液冷服务器概念继续走 强，日海智能2连板;婴童、教育板块活跃，倍加洁5连板;创新药概念反弹，热景生物创历史新高。下跌 方面，影视、物流、大消费、地产等板块跌幅居前。 焦点个股方面，上纬新材一度大跌18%，公司此前17个交易日累计大涨1320%。昨日晚间，上交所发布 情况通报，指出部分投资者在交易上纬新材股票过程中存在影响市场正常交易秩序、误导投资者正常交 易决策的异常交易行为，上交所依规对相关投资者采取了暂停账户交易的自律监管措施。 液冷服务器概念继续走强，日海智能2连板，飞龙股份涨停，科创新源、川环科技、中石科技、淳中科 技等跟涨。 点评：消息上，七部门日前联合发布《关于金融支持新型工业化的指导意见》，加强对5G、工业互联 网、数据和算力中心等数字基础设施建设的中长期贷款支持。根据IDC(国际数据公司)发布的数据，预 计2025年至2029年，中国液冷服务器市场年复合增长率将达到约48%，2028年市场规模将达到约162亿 美元。 2 ...

(责任编辑：宋政 HN002) 格隆汇8月6日｜A股开盘，沪指跌0.05%，深证成指跌0.14%，创业板指跌0.32%。盘面上，托育服务板 块高开，昂立教育(600661)涨停，海伦钢琴(300329)涨超5%，国家托育补贴方案落地，免除公办幼儿园 学前1年保教费；游戏股普涨，北纬科技涨停，掌趣科技(300315)涨超5%；影视院线股调整，上海电 影、中国电影(600977)跌超3%。上纬新材低开超16.7%，如股价继续上涨，公司可能再次申请连续停牌 核查。(格隆汇) 【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 ...