每经AI快讯，8月4日，瑞可达(688800.SH)发布股票交易异常波动的公告，近期有媒体关注到公司有应 用于人形机器人的产品，已小批量供货中。截至目前，公司人形机器人产品经过前期的研发，现已开始 小批量供货，预计2025年该业务板块的销售收入约1000万元，占2024年营业收入比例为0.41%，由于目 前尚处于产业初期，在公司的实际业绩中占比较小，该业务板块当年实现的销售收入尚存在不确定性。 ...

当天机构净买入前三的股票分别是建设工业、万里马、赛腾股份，净买入金额分别是1.41亿元、1.26亿元、1.12 亿元。 盘后数据显示，8月4日龙虎榜中，共44只个股出现了机构的身影，23只股票呈现机构净买入，21只股票呈现机 构净卖出。 当天机构净买入前三的股票分别是建设工业、万里马、赛腾股份，净买入金额分别是1.41亿元、1.26亿元、1.12 亿元。 | FFF FLEF | -4.9170 | -400.00 | | --- | --- | --- | | *ST双成 | 5.05% | -455.24 | | *ST亚太 | 1.95% | -489.29 | | 南模生物 | 20.01% | -764.55 | | 金现代 | 19.96% | -1218.15 | | 环球印务 | -8.46% | -1348.69 | | 川润股份 | 2.45% | -2282.15 | | 郑中设计 | 5.32% | -2501.34 | | 山河智能 | 10.01% | -2646.23 | | 可川科技 | -0.96% | -3352.90 | | 新恒汇 | 3.05% | -3668.86 ...

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].

Core Viewpoint - The total margin balance of the STAR Market reached 173.65 billion yuan on August 1, showing a slight increase compared to the previous trading day [1] Group 1: Margin Balance - The financing balance amounted to 173.03 billion yuan, increasing by 416 million yuan from the previous trading day [1] - The margin trading balance was 617 million yuan, which decreased by 17 million yuan [1] Group 2: Stock Performance - On August 1, 264 stocks in the STAR Market experienced net financing inflows, with 10 stocks having net inflows exceeding 50 million yuan [1] - Ruikeda topped the list with a net financing inflow of 243 million yuan, followed by Dongxin Co., Nine Company, Shanghai Yizhong, Haiguang Information, Zhongwei Company, and Suochen Technology with net inflows of 84.27 million yuan, 82.98 million yuan, 78.64 million yuan, 74.71 million yuan, 66.72 million yuan, and 61.01 million yuan respectively [1]

Group 1 - On August 1, among the 31 first-level industries tracked by Shenwan, 11 industries experienced net financing inflows, with the pharmaceutical and biotechnology sector leading at a net inflow of 477 million yuan [1] - Other industries with significant net financing inflows included media, defense and military industry, petroleum and petrochemicals, food and beverage, and real estate, with net inflows of 389 million yuan, 348 million yuan, 204 million yuan, 141 million yuan, and 109 million yuan respectively [1] Group 2 - A total of 1,591 individual stocks received net financing inflows on August 1, with 119 stocks having net inflows exceeding 30 million yuan [1] - Among these, 14 stocks had net financing inflows exceeding 100 million yuan, with Kweichow Moutai leading at 286 million yuan [1] - Other notable stocks with high net inflows included Yidian Tianxia, Yingweike, Ruikeda, Feilihua, Tianfu Communication, Jianghuai Automobile, Zhaoyi Innovation, and China National Petroleum Capital, with net inflows of 278 million yuan, 263 million yuan, 243 million yuan, 179 million yuan, 173 million yuan, 172 million yuan, 163 million yuan, and 160 million yuan respectively [1]

融资净买入金额最多的是瑞可达，该股最新融资余额9.44亿元，环比上一日增加2.43亿元，该股当日上涨19.99%，融资净买入金额居前的还有东 芯股份、九号公司、上海谊众等，净买入金额分别为8427.48万元、8298.09万元、7864.68万元。 获融资客净买入超1000万元的科创板股中，当日平均上涨1.10%，涨幅居前的有瑞可达、热景生物、科思科技等，分别上涨19.99%、11.03%、 8.37%，跌幅居前的有东芯股份、鼎通科技、影石创新等，跌幅分别为11.37%、6.13%、5.99%。分行业统计，这些融资客青睐的科创板中，电 子、医药生物、计算机等行业最为集中，分别有19只、14只、11只个股上榜。 （原标题：66只科创板股获融资净买入超1000万元） 科创板融资余额环比前一日增加4.16亿元，其中，66股融资余额环比增加超1000万元，融资净买入居前的有瑞可达、东芯股份、九号公司等股。 证券时报•数据宝统计显示，截至8月1日，科创板两融余额合计1736.50亿元，较上一交易日增加3.99亿元，其中，融资余额合计1730.33亿元，较 上一交易日增加4.16亿元。为连续15个交易日增加。 科创板股中 ...

资金流向方面，该股今日全天主力资金净流入6100.74万元。（数据宝） 瑞可达8月1日龙虎榜 8月1日瑞可达(688800)收盘价64.10元，收盘涨停，全天换手率16.84%，振幅19.14%，成交额21.62亿 元。科创板交易公开信息显示，当日该股因日收盘价涨幅达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9.58亿元， 其中，买入成交额为6.07亿 元，卖出成交额为3.52亿元，合计净买入2.55亿元。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25076.74万元，营业部合计买入3.56亿元。卖出营业部中，有1家机 构专用席位现身，即卖四，卖出金额分别为2306.42万元，沪股通为第一大卖出营业部，卖出金额为 20580.40万元，营业部合计卖出1.23亿元。买卖金额相抵，机构专用席位今日净卖出该股2306.42万元， 沪股通今日净买入该股4496.34万元。 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 25076.74 | | 国联民生证券股份有限公司深圳益田路证券营业部 | 18946. ...

Group 1 - The core transaction on August 1 involved a block trade of 70,000 shares of Ruikeda, with a transaction value of 3.99 million yuan and a transaction price of 57.00 yuan, representing an 11.08% discount compared to the closing price of the day [2] - Ruikeda's closing price on the same day was 64.10 yuan, reflecting a 19.99% increase, with a turnover rate of 16.84% and a total transaction amount of 2.162 billion yuan, indicating a net inflow of 61.07 million yuan in main funds [2] - Over the past five days, Ruikeda's stock has risen by 29.13%, with a total net inflow of 121 million yuan during this period [2] Group 2 - The latest margin financing balance for Ruikeda is 701 million yuan, which has decreased by 25.67 million yuan over the past five days, representing a decline of 3.53% [2]

而龙虎榜中资金净流出最多的是易点天下（301171.SZ），被净卖出为3.09亿元，占总成交金额的 6.46%。易点天下收盘上涨5.25%，换手率为44.75%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | 易点天下 | 5.25% | -30892 | 6.46% | 44.75% | | 长城军工 | 1.79% | -16117 | 2.74% | 23.17% | | 北方长龙 | -7.09% | -12836 | 9.14% | 60.47% | | 共同药V | 8.41% | -10655 | 13.19% | 38.85% | | 西藏旅游 | 0% | -10416 | 5.85% | 29.88% | | 可川科技 | 9.99% | -7357 | 14.27% | 30.38% | | 横河精密 | -15% | -5849 | 7.43% | 18.06% | | 中化装备 | -9.97% | -5507 | 8.58% | 12.72% | | ...

Group 1 - The 2025 World Artificial Intelligence Conference recently concluded, showcasing over 800 companies and more than 40 large models, 50 AI terminals, 60 intelligent robots, and 80 significant new products [1] - The conference theme "Intelligent Era, Common Prosperity" highlighted the event as a global benchmark in the AI field, featuring a strong presence of leading tech companies and AI startups [1] - The robot exhibition area attracted significant attention, with humanoid robots demonstrating their practical applications, including performances by Tesla and Yushutech [1] Group 2 - The global humanoid robot market is projected to grow from $2.16 billion in 2023 to $20.6 billion by 2029, with a compound annual growth rate (CAGR) of 57% [2] - The stock of Ruikeda, a company involved in humanoid robots, surged by 29.13% this week, reflecting strong market sentiment driven by technological advancements [2] - Ruikeda's financial forecast indicates a net profit of between 151 million to 171 million yuan for the first half of 2025, representing a year-on-year increase of 132.44% to 163.22% [2] Group 3 - Ruikeda has been expanding its overseas production capabilities, with factories in the U.S. and Mexico contributing to revenue growth, and the U.S. factory has already become profitable [3] - The company aims to increase its overseas business revenue from over 20% of total sales to around 50% by 2030 [3] - The recent performance of the Xinhua Manufacturing and Electric New Export Indices indicates a positive trend, with significant gains in related stocks driven by the AI computing power industry [3][4]