格隆汇7月30日丨拓山重工(001226.SZ)在互动平台表示，截至目前，公司并未与"大曾用盆接"先生建立 任何形式的合作关系。 ...

Market Overview - As of July 30, the Shanghai Composite Index closed at 3615.72 points, up by 6.01 points, with a gain of 0.17% [1] - The Shenzhen Component Index closed at 11203.03 points, down by 86.38 points, with a decline of 0.77% [1] - The ChiNext Index closed at 2367.68 points, down by 38.91 points, with a decrease of 1.62% [1] Trading Activity - A total of 93 A-shares had a turnover rate exceeding 20% on this day [1] - Notable stocks with high turnover rates included: - C Han Gao with a turnover rate of 88.71% and a price increase of 418.47% [1] - Bei Fang Chang Long with a turnover rate of 50.58% and a price increase of 0.54% [1] - Nan Fang Lu Ji with a turnover rate of 47.59% and a price increase of 9.99% [1] Notable Stocks - Other significant stocks with high turnover rates included: - Ke Li Co., with a turnover rate of 46.32% and a price increase of 9.59% [1] - Ya Tai Pharmaceutical with a turnover rate of 43.73% and a price increase of 5.29% [1] - Jin Ling Sports with a turnover rate of 42.09% and a price increase of 6.63% [1] - Stocks with notable declines included: - Heng Li Drill Tools with a turnover rate of 34.72% and a price decrease of 5.03% [1] - Jian She Industrial with a turnover rate of 31.47% and a price decrease of 9.95% [1] Summary of Turnover Rates - The data indicates a significant level of trading activity in the market, with several stocks experiencing extreme turnover rates, suggesting potential volatility and investor interest [1][2][3]

证券之星消息，7月30日工程机械板块较上一交易日下跌0.78%，拓山重工领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。工程机械板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600031 | =一重工 | 6258.13万 | 3.99% | -2997.09万 | -1.91% | -3261.04万 | -2.08% | | 301079 | 部阳液压 | 4588.98万 | 7.67% | -2228.57万 | -3.72% | -2360.41万 | -3.94% | | 301279 | 金道科技 | -51.39万 | -0.75% | -797.25万 | -11.66% | 848.65万 | 12.41% | | 603298 | 杭叉集团 | -140.94万 | -1.09% | -756.42万 | -5. ...

New Stock Listings - HanGao Group listed on July 30, 2025, with an issue price of 15.43[1] - *ST Zitian and *ST Suwu are under severe abnormal fluctuations as of July 30, 2025[1] - Tianlu Convertible Bonds listed on July 30, 2025, with a risk warning[1] Market Alerts - Multiple stocks including *ST Xinchao and *ST Yuancheng are flagged for severe abnormal fluctuations on July 30, 2025[1] - New listings include companies like Xianghe Precision and Shenshui Planning, with announcements made on July 30, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1] Trading Insights - The report highlights the importance of monitoring newly listed stocks for potential volatility and investment opportunities[1] - Investors are advised to review the latest announcements and risk warnings associated with these stocks to make informed decisions[1]

Group 1 - The company,拓山重工, primarily focuses on products used in the walking mechanisms of tracked construction machinery such as excavators and bulldozers [1] - These machinery are widely utilized in large infrastructure projects including high-speed railways, bridge construction, and water conservancy projects [1] - The company plans to continuously monitor market demand, enhance technological research and development, and further improve its competitiveness in the high-end construction machinery sector [1]

Group 1 - The company,拓山重工, primarily focuses on products used in the walking mechanisms of tracked construction machinery such as excavators and bulldozers [1] - These machinery are widely utilized in large infrastructure projects including high-speed railways, bridge construction, and water conservancy projects [1] - The company plans to continuously monitor market demand and enhance technological research and development to improve competitiveness in the high-end construction machinery sector [1]

卖五 机构专用 0.00 1642.08 （文章来源：证券时报网） 拓山重工今日上涨4.40%，全天换手率46.32%，成交额7.00亿元，振幅22.23%。龙虎榜数据显示，机构 净卖出1642.08万元，营业部席位合计净卖出4420.97万元。 深交所公开信息显示，当日该股因日振幅值达22.23%、日换手率达46.32%上榜，机构专用席位净卖出 1642.08万元。 资金流向方面，今日该股主力资金净流出2.19亿元，其中，特大单净流出7971.15万元，大单资金净流出 1.39亿元。近5日主力资金净流出1.11亿元。（数据宝） 拓山重工7月29日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 海通证券股份有限公司深圳高新园证券营业部 | 948.91 | 0.47 | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业 部 | 915.08 | 205.35 | | 买三 | 海通证券股份有限公司上海宝山区牡丹江路证券营业 | 871.78 | 0.00 | | | 部 | | | | ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Viewpoints - The low-altitude economy is developing well, with strong support from government policies, particularly in emergency equipment and low-altitude applications [3][4] - The mechanical equipment sector is expected to maintain steady growth, driven by competitive advantages in exports and domestic demand [4] Weekly Market Review - From July 20 to July 25, 2025, the Shanghai Composite Index rose by 1.67%, the Shenzhen Component Index by 2.33%, and the ChiNext Index by 2.76%. The Shenwan Mechanical Equipment Index increased by 2.56%, outperforming the CSI 300 Index by 0.86 percentage points, ranking 16th among 31 Shenwan primary industries [12][14] - Sub-sectors such as general equipment, specialized equipment, rail transit equipment II, engineering machinery, and automation equipment saw respective increases of 2.32%, 1.98%, 3.02%, 5.34%, and 1.48% [12][15] Key Sector Tracking - The low-altitude economy sector is bolstered by various government initiatives, including the "Three-Year Action Plan for High-Quality Development of Emergency Equipment Industry in Hunan Province (2025-2027)", aiming for an industry revenue exceeding 100 billion yuan by 2027 [3][25] - The mechanical equipment sector is supported by a recent trade agreement between the US and Japan, which is expected to enhance the competitive position of domestic leading enterprises [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, Huasheng Group, and Nairui Radar [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Huazhong CNC and Kede CNC for industrial mother machines [5]

7月29日，拓山重工股价出现剧烈波动。该股以涨停价开盘，延续此前连续涨停态势。开盘后不久，股价突然出现直线跳水，从涨停价位直接触及跌停，上 演了典型的"天地板"走势。这一异常波动引发市场广泛关注，成交额超过1亿元。 然而，开盘后不久，该股股价出现急剧变化。大量卖单涌现，股价从涨停价位迅速下跌，最终触及跌停价位。这种从涨停到跌停的极端走势，在股市中被称 为"天地板"现象。当日成交活跃，反映出市场对该股分歧较大。 连续涨停后的突然反转 拓山重工此前表现强势，已连续收获5个涨停板。在连续涨停期间，该股累计涨幅达到61.05%，累计换手率为26.94%。7月29日开盘时，该股延续强势表 现，以52.02元的涨停价开盘，封单金额高达7.53亿元。 公司发布异常波动公告 7月28日晚间，拓山重工发布股票交易异常波动公告。公告显示，公司股票在7月25日和7月28日连续两个交易日内，收盘价格涨幅偏离值累计超过20%，根 据相关规定属于股票交易异常波动。 来源：金融界 公司在公告中进行了详细核实说明。经核实，公司前期披露的信息不存在需要更正或补充之处。近期公共传媒未报道可能对公司股票交易价格产生较大影响 的未公开重大信息。公司 ...

Market Overview - The A-share market experienced fluctuations, with the Shanghai Composite Index down 0.12%, the Shenzhen Component down 0.55%, and the ChiNext Index down 0.12% as of the report time [2] - The Hong Kong market indices also fell over 1%, with notable declines in stocks like Kuaishou, Bilibili, and NIO, each dropping more than 2% [4][6] Sector Performance - The dairy sector showed strong performance, with stocks like Qishi Dairy rising over 10%, and other companies such as Xibu Muye and Beiyinmei also seeing significant gains [8][10] - The semiconductor sector demonstrated resilience, with Dongxin Co. hitting a 20% limit up, and other companies like Dekeli and Saiwei Electronics also posting substantial increases [13][14] Company Specifics - Tuoshan Heavy Industry experienced a dramatic drop, hitting the daily limit down after previously achieving four consecutive limit up days. The company confirmed that its operational status remains normal and there have been no significant changes in the internal or external business environment [17] - Tuoshan Heavy Industry specializes in the R&D, design, production, sales, and service of engineering machinery components, with key products including track links, pins, support wheels, and braking devices [17] Investment Insights - According to CITIC Securities, investors should focus on advanced process wafer foundries and domestic semiconductor equipment segments, as domestic wafer plant construction is maintaining a high growth rate, outpacing global trends [15] - The newly announced national childcare subsidy program, effective from January 1, 2025, will provide annual subsidies of 3,600 yuan per child under three years old, which may positively impact companies in the childcare and related sectors [11]