中证指数有限公司公告称，决定调整中证1000指数样本，于2025年8月8日收市后生效，调入万和电气、 特发服务、电气风电，调出ST未名、ST应急、ST诺泰。 ...

8月5日，据中证指数有限公司网站，根据指数临时调样规则及编制方案，中证指数有限公司决定调整中 证1000指数样本，于2025年8月8日收市后生效。调入万和电气、特发服务、电气风电，调出ST未名、 ST应急、ST诺泰。 ...

Core Insights - The main point of the news is the analysis of capital flow in the Shanghai and Shenzhen stock markets, highlighting the net inflow and outflow of funds in various sectors, particularly in the Sci-Tech Innovation Board [1][2]. Group 1: Market Overview - The total net inflow of main capital in the Shanghai and Shenzhen markets was 69.49 million yuan, with a net outflow of 241 million yuan in the Sci-Tech Innovation Board [1]. - A total of 243 stocks experienced net inflows, while 344 stocks saw net outflows [1]. Group 2: Stock Performance - Among the stocks in the Sci-Tech Innovation Board, 478 stocks rose, with four stocks hitting the daily limit up, including Nanmo Biology and Xingtou New Science [1]. - The stock with the highest net inflow was Haiguang Information, with a net inflow of 398 million yuan, followed by Xinyuan Co. and Hanwujing with net inflows of 198 million yuan and 189 million yuan, respectively [2]. Group 3: Continuous Capital Flow - There are 40 stocks that have seen continuous net inflows for more than three trading days, with Kehui Co. leading at nine consecutive days of inflow [2]. - Conversely, 151 stocks have experienced continuous net outflows, with ST Yifei leading at 16 consecutive days of outflow [2]. Group 4: Detailed Capital Flow Data - The top stocks by net inflow include: - Haiguang Information: 39.78 million yuan, with a flow rate of 8.74% and a price increase of 3.51% [2]. - Xinyuan Co.: 19.80 million yuan, with a flow rate of 11.80% and a price increase of 10.36% [2]. - Hanwujing: 18.85 million yuan, with a flow rate of 4.73% and a price change of -0.01% [2]. Group 5: Notable Outflows - The stock with the highest net outflow was Ruikeda, which saw a net outflow of 23.9 million yuan despite a price increase of 4.84% [1]. - Other notable outflows included Electric Wind Power and Jinpan Technology, with net outflows of 12.6 million yuan and 11.6 million yuan, respectively [1].

Group 1: New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17, 2025, to August 15, 2025[1] - ST Zitian (300280) has a tender offer period ending on July 21, 2025[1] Group 2: Market Alerts - Xizang Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Tianlu Convertible Bonds (110060) announced significant market activity on July 30, 2025[1] - ST Suwu (600200) experienced unusual trading patterns on July 30, 2025[1] Group 3: Additional Announcements - Happiness Blue Ocean (300528) issued a notice on July 30, 2025, regarding market conditions[1] - Common Pharmaceutical (300966) provided updates on August 1, 2025, related to stock performance[1] - Dongjie Intelligent (300486) released a statement on August 1, 2025, concerning market volatility[1]

Core Viewpoint - The meeting between Shanghai Electric Wind Power Group and Zhejiang Ocean Wind Power Development Company focused on collaboration in the deep-sea wind power sector and innovative industry cooperation models to promote high-quality development in the offshore wind power industry [1] Group 1 - The visit was led by Tao Jiangen, Deputy Chief Economist of Zhejiang Energy Group and Party Secretary and General Manager of Zhejiang Ocean Wind Power Development Company [1] - The discussions included comprehensive exchanges on cooperation in the deep-sea wind power field [1] - The parties aimed to jointly advance the high-quality development of the offshore wind power industry [1]

证券之星消息，8月1日上海国企改革板块较上一交易日上涨0.07%，华建集团领涨。当日上证指数报收 于3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。上海国企改革板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600629 | 华建集团 | 13.70 | 10.04% | 108.27万 | 13.67亿 | | 688660 | 电气风电 | 14.76 | 4.98% | 76.69万 | 11.31亿 | | 601595 | 上海电影 | 39.50 | 4.72% | 31.19万 | 11.92亿 | | 603648 | 畅联股份 | 11.70 | 3.36% | 18.62万 | 2.19亿 | | 600602 | 云赛智联 | 22.85 | 2.97% | 53.34万 | 12.02亿 | | 600833 | 第一医药 | 13.51 | 2.58% | 10.46万 | 1.41亿 | | 600119 | 长江 ...

证券之星消息，8月1日风电设备板块较上一交易日上涨1.57%，通裕重工领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300185 | 通裕重工 | 2.96 | 6.47% | 267.72万 | | 7.82亿 | | 688660 | 电气风电 | 14.76 | 4.98% | 76.69万 | | 11.31亿 | | 301040 | 中环海陆 | 26.91 | 4.34% | 0 6.42万 | | 2697 | | 688349 | 三一重能 | 25.53 | 3.23% | 5.59万 | | 1.43亿 | | 002487 | 大全車工 | 32.85 | 2.91% | 17.08万 | | 5.58亿 | | 301155 | 海力风电 | 67.99 | 2.19% | 3.31万 | | 2.25亿 | | 30 ...

资料来源：企查查 经营范围含许可项目：发电业务、输电业务、供（配）电业务；输电、供电、受电电力设施的安装、维 修和试验；渔业捕捞、新兴能源技术研发；海上风电相关系统研发；风力发电技术服务；太阳能发电技 术服务；工程和技术研究和试验发展；储能技术服务；海洋工程关键配套系统开发；水产品收购；水产 品批发；新材料技术推广服务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广。 7月29日，华电（如东）海上风电有限公司成立。法定代表人为裴昌兵，注册资本3000万人民币。华电 新能源集团股份有限公司、远东海缆有限公司、江苏东电新能源科技工程有限公司、上海电气风电集团 股份有限公司持股。 图片来源：企查查其中华电新能源持股比例最高，达到80%；远东海缆占比10%；江苏东电新能源占比 8%；电气风电占比2%。 ...

Group 1 - The establishment of Huadian (Rudong) Offshore Wind Power Co., Ltd. has been reported, with a registered capital of 30 million yuan [1] - The company is involved in various business activities including power generation, transmission, and distribution, as well as installation, maintenance, and testing of electrical facilities [1] - The company is co-owned by Huadian New Energy, Shanghai Electric Wind Power Group Co., Ltd., and Far East Cable Co., Ltd. [1] Group 2 - The company’s business scope includes research and development in emerging energy technologies, offshore wind power systems, and energy storage technology services [1] - Additional activities include the acquisition and wholesale of aquatic products, as well as the promotion of new materials technology [1] - The company is permitted to operate only after obtaining necessary approvals for certain projects [1]

（原标题：电气风电跌16.61% 营业部龙虎榜净买入5323.83万元） 7月31日电气风电(688660)收盘价14.06元，收盘下跌16.61%，全天换手率8.72%，振幅15.12%，成交额17.21亿元。科创板交易公开信息显示，当日 该股因日收盘价跌幅达15%等上榜。 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3.54亿元， 其中，买入成交额为2.04亿元，卖出成交额为1.51亿元，合计净买入 5323.83万元。具体来看，今日上榜的前五大买入营业部中，沪股通为第一 大买入营业部，买入金额为12192.18万元，营业部合计买入8185.31万 元。卖出营业部中，沪股通为第一 大卖出营业部，卖出金额为7434.23万元，营业部合计卖出7619.43万元。买卖金额相抵，沪股通今日净买入该 股4757.95万元。 资金流向方面，该股今日全天主力资金净流出3.40亿元。 另据统计，近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨0.04%，上榜后5日平均涨9.66%。（数据宝） 电气风电7月31日龙虎榜 | 买入营业部名称 | 买入 | | --- | --- | | | 金额(万元) | | ...