冰轮环境今日涨停，全天换手率9.20%，成交额11.28亿元，振幅9.53%。龙虎榜数据显示，机构净买入 3844.04万元，深股通净卖出760.44万元，营业部席位合计净卖出809.55万元。 深交所公开信息显示，当日该股因日涨幅偏离值达11.39%上榜，机构专用席位净买入3844.04万元，深 股通净卖出760.44万元。 融资融券数据显示，该股最新（7月30日）两融余额为5.21亿元，其中，融资余额为5.18亿元，融券余额 为298.11万元。近5日融资余额合计减少412.89万元，降幅为0.79%，融券余额合计减少8.95万元，降幅 2.91%。（数据宝） 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3.72亿元，其中，买入成交额为1.97亿 元，卖出成交额为1.75亿元，合计净买入2274.05万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买三、买五，合计买入金额4270.52万 元，卖出金额426.48万元，合计净买入3844.04万元，深股通为第一大买入营业部及第一大卖出营业部， 买入金额为9376.49万元，卖出金额为1.01亿元，合计净卖出760.44万元。 ...

Market Overview - The A-share market experienced a decline with the Shanghai Composite Index falling by 1.18%, the Shenzhen Component Index down by 1.73%, and the ChiNext Index decreasing by 1.66% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of 91.7 billion yuan compared to the previous trading day, with over 4,200 stocks declining [1][2] Sector Performance - Sectors such as steel, energy metals, coal mining and processing, photovoltaic equipment, and film and television cinema saw declines, while the liquid cooling server sector showed strong performance [4] - The innovative drug concept continued to perform well, with several stocks including Nanxin Pharmaceutical, Anke Bio, and Aoxiang Pharmaceutical hitting the daily limit [4] - The liquid cooling server concept had multiple stocks, including Yingweike and Icewheel Environment, reaching the daily limit [4][5] Capital Flow - Major funds saw net inflows in sectors like banking, computers, and traditional Chinese medicine, while there were net outflows in mining, paper printing, and electronic components [6] - Specific stocks such as 360, Yidian Tianxia, and Yongyou Network received net inflows of 1.133 billion yuan, 889 million yuan, and 881 million yuan respectively [6] - Conversely, Baogang Group, Dongfang Fortune, and CATL faced net outflows of 1.868 billion yuan, 1.697 billion yuan, and 1.663 billion yuan respectively [6] Institutional Insights - Galaxy Securities suggests not to make bullish moves while the Shanghai Composite Index is below the 5-day moving average, indicating a high probability of filling the gap [6] - Everbright Securities notes that market sentiment remains active, with fluctuations being a normal adjustment within the trend [7] - CITIC Securities maintains that the index is expected to continue its upward trend despite short-term fluctuations [7]

Market Overview - A-shares experienced a mixed performance with over 3,400 stocks in the red and a half-day trading volume of 1.1 trillion, an increase of 56.19 billion compared to the previous trading day [1] - The Shanghai Composite Index fell by 0.68%, the Shenzhen Component Index decreased by 0.45%, while the ChiNext Index rose by 0.43% [1] - Open-source Securities maintains an optimistic long-term outlook for the market despite existing divergences, describing the current market as a "slowly rising oscillating market" [1] Sector Performance AI Hardware Stocks - AI hardware stocks collectively surged, with Zhongji Xuchuang and Xinyi Sheng reaching new historical highs, and companies like Lian Te Technology, Tianfu Communication, and Taicheng Guang also seeing gains [1][3] - Meta's second-quarter revenue was reported at $47.52 billion, a 22% year-over-year increase, exceeding expectations, which positively impacted the market [3] Liquid Cooling Server Sector - The liquid cooling server sector saw a rise, with Yingwei Ke achieving a two-day consecutive limit-up, and companies like Ice Wheel Environment and Chuanhuan Technology hitting the limit-up as well [1][4] - A report from Tianfeng Securities indicates that the value of the Socket solution is expected to increase from 600,000 to over 700,000, with significant changes in the usage of cold plates and quick connectors [4] Assisted Reproductive Technology - The assisted reproductive sector continued its strong performance, with Yangguang Dairy and Anzheng Fashion achieving three consecutive limit-ups, and companies like Gongtong Pharmaceutical and Hanshang Group hitting the limit-up [1][2] - The Beijing government announced measures to enhance reproductive support policies, including adjustments to medical insurance coverage for assisted reproductive technologies [2] Institutional Insights Industry Rotation - GF Securities highlights that the current focus should be on the Sci-Tech Innovation Board, noting that cyclical and financial sectors often act as engines for market initiation [5] - Recent months have seen strong performance from previously underperforming cyclical sectors such as steel, construction materials, and real estate, driven by themes like water station construction and urban renewal [5] Low-Valuation Assets - Guojin Securities suggests that despite the market nearing previous highs, there are still "low-valuation assets" worth exploring, as the current valuation expansion is not overly aggressive compared to fundamental recovery [6][7] - The ongoing domestic policies aim to support demand while promoting supply-side reforms, with expectations of improved return on equity (ROE) due to easing tariffs and the commencement of investment cycles [7] Market Sentiment - Dongfang Securities notes that the current A-share market is in a phase of sustained oscillation and upward movement, with ample trading volume attracting new capital [8] - The sentiment remains cautiously optimistic, with no immediate risk of market reversal, and the Shanghai Composite Index is expected to consolidate around the 3,600-point level before potentially expanding upward [8]

Group 1: Market Performance - The computing power sector experienced significant gains on July 31, with stocks such as Invec, Changfei Fiber, and Hewei Electric seeing consecutive increases, while Chunzhong Technology and Siquan New Materials reached their daily limit [1] - Notable stock performances included Invec (002837.SZ) with a price of 40.21, up 10.01%, and a market cap of 338.70 billion; Hewei Electric (603063.SS) at 37.90, also up 10.01%, with a market cap of 172.28 billion [2] Group 2: Industry Developments - Meta announced an increase in its capital expenditure forecast for 2025 to between 66 billion and 72 billion, driven by investments in talent, infrastructure, data centers, and energy to support the evolving AI competition [4] - Microsoft reported fourth-quarter revenue of 76.44 billion, exceeding analyst expectations, and projected capital expenditures for the next fiscal year to exceed 30 billion [4] - The Ministry of Industry and Information Technology in China emphasized the acceleration of high-quality development in computing power infrastructure during the release of the National Information Development Report (2024) [4] Group 3: Institutional Insights - Guosheng Securities noted that some CSP manufacturers have revised their annual expenditure forecasts upward, indicating a high demand for computing power, with light communication becoming a crucial component of AI infrastructure [5] - According to招商证券, there is a noticeable trend of computing power demand overflow from leading overseas manufacturers, with significant growth in international business for top IDC companies [5] - Huachuang Securities highlighted the rapid iteration of AI large models and smart hardware applications driving a surge in demand for high-performance servers, GPUs, and advanced PCBs [5]

Group 1 - The core viewpoint of the article highlights the significant rise in AI industry stocks, particularly in companies like DingTong Technology and Shengyi Electronics, which have reached new historical highs [1] - Domestic large models represented by the DeepSeek series are now comparable in performance to leading overseas models, with lower costs, indicating a shift from "usable" to "well usable" [1] - The application of domestic large models in sectors such as finance and office work is noteworthy, with AI Agents already being implemented in enterprise management scenarios, suggesting substantial future growth potential [1] Group 2 - Domestic AI chip manufacturers like Haiguang Information, Huawei, and Cambricon have made positive breakthroughs in AI chip products, while companies such as Suiyuan, Muxi, Tianshu, and Biran are also rapidly developing [1] - The domestic AI industry chain is gradually improving from computing power, algorithms to application scenarios, as noted by Ping An Securities [1] - The intelligent driving market in China, valued in trillions, is accelerating its penetration, with a significant trend towards the popularization of smart driving [1]

7月31日，A股走势分化。截至09:38，沪指跌0.41%，深成指涨0.10%，创业板指涨0.83%。 盘面上，AI硬件股集体走强，中际旭创、新易盛再创历史新高，联特科技、天孚通信、太辰光等跟涨; 液冷服务器概念拉升，英维克涨停，冰轮环境、川环科技等跟涨。下跌方面，军工、有色金属等板块指 数跌幅居前跌幅居前。 展望后市，东方证券认为，当前A股市场呈现持续震荡攀升态势，量能配合较为充沛，市场赚钱效应吸 引增量资金入场，谨慎乐观情绪持续积聚，市场暂时没有转向风险，沪综指3600点附近震荡整固后仍有 潜力拓展上升空间。。 热门板块 1、广发证券：从轮动的角度目前最值得关注的是科创板 广发证券认为，从行业轮动经验来看，周期与金融往往是启动的引擎，而"低位策略+催化"是行业轮动 的重要因素。从7月以来，在指数向上突破的过程中，确实也遵循了这一规律。比如，最近三个月涨幅 靠后的周期风格率先启动，钢铁、建材、建筑、地产、煤炭等前期表现较差的方向在近期反内卷、水电 站建设、城市更新等主题提振下，表现出较强的超额收益。 2、国金证券：仍有"低位资产"值得挖掘 国金证券认为，市场整体接近前高，但当前估值扩张相对于基本面修复的"超 ...

特此公告。 公司董事会今日收到董事刘志军先生提交的书面辞职报告，刘 志军先生因个人工作变动原因申请辞去公司董事及相应的董事会专 门委员会职务。根据法律法规及公司章程的相关规定，刘志军先生 的辞职未导致公司董事会低于法定最低人数，辞职报告自送达董事 会时生效。刘志军先生未持有公司股份,辞职后不再担任公司及控股 子公司任何职务。 公司对刘志军先生在担任公司董事期间为公司所做的工作表示 感谢！公司将尽快完成董事的补选工作。 证券代码：000811 证券简称：冰轮环境 公告编号：2025-019 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、准确性和完整性承担个别及连带责 任。 冰轮环境技术股份有限公司董事会 ...

冰轮环境（SZ 000811，收盘价：11.6元）7月30日晚间发布公告称，刘志军先生因个人工作变动原因申 请辞去公司董事及相应的董事会专门委员会职务。刘志军先生未持有公司股份辞职后不再担任公司及控 股子公司任何职务。 （文章来源：每日经济新闻） 2024年1至12月份，冰轮环境的营业收入构成为：工业产品销售占比84.84%，工程施工占比9.14%，其 他行业占比6.02%。 ...

（文章来源：证券日报） 证券日报网讯 7月30日晚间，冰轮环境发布公告称，公司董事会今日收到董事刘志军先生提交的书面辞 职报告，刘志军先生因个人工作变动原因申请辞去公司董事及相应的董事会专门委员会职务。刘志军先 生未持有公司股份，辞职后不再担任公司及控股子公司任何职务。 ...

冰轮环境7月30日公告，公司董事会收到董事刘志军的书面辞职报告，刘志军因个人工作变动原因申请 辞去公司董事等职务。根据法律法规及公司章程的相关规定，刘志军的辞职未导致公司董事会低于法定 最低人数，辞职报告自送达董事会时生效。刘志军未持有公司股份，辞职后不再担任公司及控股子公司 任何职务。 ...