新华财经北京8月5日电 （王媛媛）科创50指数8月5日低开高走，午后涨幅持续扩大。至收盘时，科创 50指数报1053.65点，涨幅0.40%，指数振幅为0.72%，总成交额约268亿元。 经新华财经统计，8月5日，科创板589只个股平均涨幅0.53%，平均换手率3.29%，合计成交额1439亿 元，平均振幅为3.77%。 个股表现方面，上纬新材涨20%领涨成分股；东芯股份跌11.63%，跌幅居首。 成交额方面，东芯股份成交额46.3亿元，位居首位；ST帕瓦成交额1016万元，位居末位。 换手率方面，中研股份换手率为21.72%，位居首位；天能股份换手率为0.21%，位居末位。 从盘面上看，科创板个股多数上涨，上涨个股333只。高价股和低价股均多数上涨。 细分领域中，元器件、化工原料、电气设备类个股表现活跃，部分软件服务、航空、医疗保健类个股下 跌。 编辑：胡晨曦 ...

Market Performance - The Shanghai Composite Index returned above 3600 points, closing at a new high for the year with a gain of 0.96% [2] - The Shenzhen Component Index rose by 0.59%, and the ChiNext Index increased by 0.39% [2] - Over 3900 stocks in the market saw gains, with total trading volume reaching 1.6 trillion yuan, an increase of 97.5 billion yuan from the previous trading day [2] Sector Performance - Leading sectors included PEEK materials, brain-computer interfaces, copper cable high-speed connections, and banking, while sectors like Tibet, traditional Chinese medicine, film, and AI saw declines [2] - The early morning saw a structural recovery, with certain sectors driving overall market sentiment [4] Key Contributors - Major contributors to the index's rise included not only bank stocks but also heavyweight stocks from sectors like PetroChina, BeiGene, Industrial Fulian, and China Life [6] - The banking sector showed signs of recovery, with several banks reporting positive growth in net profit for the first half of the year [24][25] Investment Themes - Focus areas for investment include technology and advanced manufacturing, with a particular emphasis on military industry, low-altitude economy, AI, humanoid robots, and self-controllable technologies [13] - The "anti-involution" policy combined with performance improvement is expected to drive market interest in related sectors [13] Notable Stocks - The stock of Upwind New Materials surged to a limit-up on its first day of resumption, reaching a price of 110.48 yuan, with a total market value of 44.563 billion yuan [17] - The stock has seen a cumulative increase of 1320% since July 1 [17] Industry Insights - The electronic information manufacturing industry in China maintained a good growth rate, with significant increases in integrated circuit production and exports [22] - The banking sector is experiencing a correction in pessimistic sentiment, supported by improving performance data [24]

经统计，7月9日—8月5日这17个交易日内，上纬新材股价区间累计涨超1300%。再拉长时间线来看，1 月2日—8月5日，公司股价区间累计涨超1500%。 北京商报讯（记者 马换换 王蔓蕾）复牌首日，上纬新材（688585）再度"20cm"涨停收盘。 交易行情显示，8月5日，上纬新材股价高开4.27%，开盘后公司股价全天震荡走高。临近收盘，公司股 价再度封至涨停。截至当日收盘，公司股价收于涨停价110.48元/股，总市值445.6亿元，当日成交金额 23.19亿元。 ...

8月5日，截至收盘，沪指涨0.96%重回3600点上方，深成指涨0.59%，创业板指涨0.39%。 主力资金净流入汽车、银行、电子等板块，净流出计算机、医药生物、传媒等板块。 | 代码 名称 | 现价 涨跌 | | --- | --- | | 000001 上证指数 | 3617.60c 34.29 0.96% | | 399001 深证成指 | 11106.96c 65.40 0.59% | | 899050 北班50 | 1436.78c 3.54 0.25% | | 881001 万得全A | 5645.26c 43.59 0.78% | | 000688 科创50 | 1053.65 c 4.24 0.40% | | 399006 创业板指 | 2343.38c 9.05 0.39% | 个股涨多跌少，全市场超3900只个股上涨。 沪深两市全天成交额近1.6万亿元。 盘面上看，PEEK材料、脑机接口、铜缆高速连接、银行等板块涨幅居前，西藏、中药、影视、智谱AI等板块跌幅居前。 具体来看，PEEK材料强势领涨，新瀚新材20%涨停，中欣氟材、富春染织涨停，华密新材涨超10%。 消费电子板块走高，朗特智能2 ...

Core Viewpoint - The company, Shangwei New Materials, has announced a significant stock price increase and upcoming resumption of trading, following a major acquisition by Zhiyuan Robotics, which is expected to change the company's control structure and enhance its market position [9][11]. Group 1: Stock Performance and Trading Resumption - Shangwei New Materials' stock will resume trading on August 5, 2025, after a period of suspension due to unusual trading activity [1][5]. - The stock experienced a dramatic increase of 1083% from July 9 to July 30, 2025, with its market capitalization rising from approximately 3 billion to 37.1 billion [9]. Group 2: Business Fundamentals - The company's core business remains unchanged, focusing 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 [2][11]. - For the first half of 2025, the company expects to achieve a revenue of 784 million, a 12.5% increase year-on-year, but a net profit of approximately 29.9 million, reflecting a decrease of 32.91% compared to the previous year [6][8].

从机构评级来看，近一个月该股获1家机构买入评级。7月12日东吴证券发布的研报给予公司增持评级。 （文章来源：证券时报网） 融资融券数据显示，该股最新（8月4日）两融余额为3.50亿元，其中，融资余额为3.50亿元，较上一个 交易日减少459.45万元，降幅为1.30%；近10日两融余额合计增加3.13亿元，增幅为840.67%，其间融资 余额增长840.67%。 8月5日公司公布了上半年业绩预告，预计实现净利润2990.04万元，同比下降32.91%。 8月5日尾盘科创板股上纬新材涨停，截至14:57，股价报110.48元，成交22.97亿元，换手率5.69%，振幅 22.54%。 科创板个股中，截至发稿上涨的共有327只，涨幅在10%以上的共有5只，涨幅较高的有上纬新材、元琛 科技、翔宇医疗等，分别上涨20.00%、19.98%、14.55%，下跌的有256只，跌幅较大的有东芯股份、普 元信息、前沿生物-U，分别下跌11.43%、7.82%、7.78%。 ...

Group 1 - The core point of the article highlights the significant stock price increase of Upwind New Materials (688585.SH), which has surged by 1565% year-to-date, closing at 110.48 yuan after a 20% limit-up on August 5 [1] - On July 8, Upwind New Materials announced that Zhiyuan Robotics acquired at least 63.62% of the company through a share transfer and tender offer, indicating a change in control [1] - Zhiyuan Robotics, established in February 2023, is recognized as a leading company in the humanoid robotics sector [1] Group 2 - Upwind New Materials reported that its main business remains focused on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials and materials for wind turbine blades [1] - The company projected a revenue of 784 million yuan for the first half of 2025, reflecting a year-on-year growth of 12.50%, while net profit is expected to decline by 32.91% due to foreign exchange losses from overseas receivables [1] - The stock price of Upwind New Materials has significantly deviated from its fundamental value, prompting a cautionary note regarding market risks for investors [1]

每经AI快讯，8月5日，上纬新材尾盘再度触及20%涨停，股价突破110元关口，年内涨幅高达1560%。 （文章来源：每日经济新闻） ...

格隆汇8月5日｜上纬新材(688585.SH)今日复牌尾盘再度20CM涨停，股价突破110关口，报110.48元。该 股自7月初启动一波凌厉的上涨行情，至今，年内累计涨幅已达1565%。 7月8日晚间，上纬新材公告称，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。智元机器人成立于2023年2月，是人形机 器人头部公司。 (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 上纬新材昨晚发布公告称，公司基本面未发生重大变化，主营业务仍为环保高性能耐腐蚀材料、风电叶 片用材料等的研发、生产及销售。公司2025年上半年营业收入为7.84亿元，同比增长12.50%，但净利润 同比下降32.91%，主要系海外美金应收账款造成的汇兑损失等原因。此外，公司股票价格已严重脱离 基本面，投资者需注意市场风险。 ...

上纬新材复牌后再度涨停，成交额超21亿元，7月以来累涨超1300%。 ...