（原标题：主力资金丨6股尾盘获主力资金大幅抢筹） 电子行业主力资金净流入18.46亿元，远超其他行业。 A股三大指数今日（8月7日）涨跌不一，沪指盘中创今年以来新高。行业板块涨跌互现，小金属、珠宝首饰、半导体、医疗器械、贵金属、能源 金属、物流行业涨幅居前，生物制品、化学制药、保险、钢铁行业跌幅居前。 从今日主力资金情况来看，沪深两市全天主力资金净流出267.48亿元。8个行业主力资金净流入，电子行业主力资金净流入18.46亿元，远超其他行 业；有色金属、交通运输、美容护理、商贸零售行业主力资金分别净流入6.55亿元、3.36亿元、1.96亿元、1.52亿元。 23个主力资金净流出行业中，机械设备行业主力资金净流出金额居首，为52.61亿元；国防军工、电力设备、计算机行业主力资金净流出金额均超 30亿元；社会服务、建筑材料、非银金融行业主力资金净流出均超10亿元。 10股获主力资金 净流入均超3亿元 从个股看，70股主力资金净流入均超1亿元，10股获主力资金净流入均超3亿元。 天娱数科主力资金净流入6.43亿元，居首，该股尾盘忽然拉高涨停。公司今日在投资者互动平台回答称，公司未被立案调查，目前公司及子公司 生 ...

Market Overview - The Shanghai Composite Index rose by 0.16% on August 7, with 18 out of 28 sectors experiencing gains. The top-performing sectors were non-ferrous metals and beauty care, with increases of 1.20% and 0.99% respectively. Conversely, the pharmaceutical and biological sector and the electric equipment sector saw declines of 0.92% and 0.74% respectively [1]. Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 37.824 billion yuan. Eight sectors saw net inflows, with the electronics sector leading at a net inflow of 3.124 billion yuan and a daily increase of 0.45%. The non-ferrous metals sector also performed well, with a daily increase of 1.20% and a net inflow of 650 million yuan [1]. - In contrast, 23 sectors experienced net outflows, with the mechanical equipment sector leading at a net outflow of 6.321 billion yuan, followed by the national defense and military industry with a net outflow of 6.071 billion yuan. Other sectors with significant outflows included pharmaceuticals, electric equipment, and computers [1]. Mechanical Equipment Sector Performance - The mechanical equipment sector declined by 0.07% today, with a total of 530 stocks in the sector. Among these, 161 stocks rose, including 4 that hit the daily limit, while 361 stocks fell, including 2 that hit the lower limit. The sector saw a net inflow of funds in 148 stocks, with 13 stocks receiving over 50 million yuan in net inflows. The top stock for net inflow was Dazhu Laser, with a net inflow of 418 million yuan [2]. - The stocks with the highest net outflows included Shanhai Intelligent, Robot, and Huagong Technology, with net outflows of 640 million yuan, 389 million yuan, and 340 million yuan respectively [2][3]. Top Gainers in Mechanical Equipment Sector - The top gainers in the mechanical equipment sector included: - Dazhu Laser: +7.81%, net inflow of 418.1 million yuan - Sany Heavy Industry: +1.75%, net inflow of 116.3 million yuan - Shanghai Huguang: +3.75%, net inflow of 116.2 million yuan - Other notable gainers included Robotic Technology, Liugong, and Fengli Intelligent [2]. Top Losers in Mechanical Equipment Sector - The top losers in the mechanical equipment sector included: - Shanhai Intelligent: -10.00%, net outflow of 640.5 million yuan - Robot: -3.78%, net outflow of 388.9 million yuan - Huagong Technology: -2.78%, net outflow of 340.3 million yuan - Other significant losers included Yingweike, Julu Intelligent, and Hangzhou Gear [3].

作者：金股通 本文源自：金融界 截至8月7日收盘回顾，主力资金流入前20的股票分别为：天娱数科（6.17亿元）、硕贝德（6.05亿 元）、宁波韵升（5.37亿元）、盈方微（4.91亿元）、正海磁材（4.67亿元）、华胜天成（4.27亿元）、 华映科技（4.27亿元）、上海电气（4.22亿元）、士兰微（4.17亿元）、财达证券（3.93亿元）、东芯股 份（3.65亿元）、际华集团（3.61亿元）、东信和平（3.54亿元）、韵达股份（3.53亿元）、七一二 （3.41亿元）、大族激光（3.32亿元）、立讯精密（3.18亿元）、斯达半导（3.07亿元）、寒武纪U （2.76亿元）、赤峰黄金（2.69亿元）。 ...

大湾区ETF紧密跟踪中证粤港澳大湾区发展主题指数，中证粤港澳大湾区发展主题指数反映受益于粤港澳大湾区发展相关上市公司的整体表现。该指数系列 包含中证港股通粤港澳大湾区发展主题指数、中证沪港深粤港澳大湾区发展主题指数和中证粤港澳大湾区发展主题指数，分别从港股通合资格证券范围、沪 港深三地上市公司及内地市场中的粤港澳大湾区企业中选取符合湾区发展主题的最大50只香港市场证券、最大300家公司及最大100只内地市场证券作为指数 样本，并结合湾区经济发展特点和样本空间内科技类证券权重调整科技证券行业因子，以使指数样本中科技类证券权重与待选空间中科技类证券占比接近。 数据显示，截至2025年7月31日，中证粤港澳大湾区发展主题指数(931000)前十大权重股分别为中国平安(601318)、比亚迪(002594)、招商银行(600036)、立 讯精密(002475)、美的集团(000333)、迈瑞医疗(300760)、汇川技术(300124)、胜宏科技(300476)、中兴通讯(000063)、格力电器(000651)，前十大权重股合计 占比50.37%。 截至2025年8月1日，大湾区ETF近1年夏普比率为1.27。 回 ...

格隆汇8月7日｜隔夜美股市场苹果股价大涨5%，刺激A股市场苹果概念股集体走强。其中，卓兆点胶 涨超17%，朝阳科技10CM涨停，工业富联涨超7%，蓝思科技、海能实业、蓝特光学、东睦股份、强瑞 技术涨超6%，立讯精密、安利股份、恒铭达涨超5%，大族激光、鹏鼎控股、歌尔股份涨超4%。 消息 面上，当地时间8月6日，苹果公司宣布将对美国追加1000亿美元投资承诺，标志着其美国投资计划将加 速推进，未来四年投资总额将达6000亿美元。当日公布的新举措包括新的美国制造计划(AMP)。苹果 CEO蒂姆·库克表示，该计划涵盖与美国本土10家企业的新合作与现有合作的深化。首批AMP合作伙伴 包括康宁、相干、环球晶圆美国公司(GWA)、应用材料、德州仪器(TI)、三星、格芯、安靠和博通。 ...

Group 1 - The report identifies the top twenty companies with the highest institutional research activity over the past 30 days, including Ice Wheel Environment, Northern Rare Earth, and Weili Transmission, among others [2][11] - In the last five days, the most researched companies include InSai Group, Weili Transmission, and Tianlong Co., Ltd. [2][13] - Six companies among the top twenty in institutional research have ten or more rating agencies, with notable expected profit growth for Hu Dian Co., Yanjing Beer, and BOE Technology Group in 2024 compared to 2023 [2][11] Group 2 - From July 28 to August 1, 2025, two companies, Yuxin Electronics and Jiangnan Yifan, announced significant shareholder increases [3][14] - A total of 111 companies announced share repurchase progress during the same period, with six companies, including Jiufeng Energy and Midea Group, having repurchase amounts exceeding 1% of their market value [3][18] - From January 1 to August 3, 2025, 244 companies reported shareholder increases, with 19 companies having significant planned increase amounts relative to their market value [3][16] Group 3 - In 2025, from January 1 to August 3, 1,623 companies announced share repurchase progress, with 100 companies having repurchase amounts exceeding 1% of their market value [4][19] - Companies in the board proposal stage for repurchase include Jiayi Co., Haixing Power, and Sanhua Equipment [4][19]

金融界消息 截至2025年8月6日收盘，大族激光（002008）报收于27.02元，上涨1.08%，换手率3.08%， 成交量29.49万手，成交金额7.94亿元。 大族激光最新一期业绩显示，截至2025一季报，公司营业总收入29.44亿元、同比增长10.84%，归属净 利润1.63亿元，同比减少83.47%，扣非净利润7190.19万元，同比增长1388.37%，流动比率1.807、速动 比率1.431、资产负债率51.79%。 天眼查商业履历信息显示，大族激光科技产业集团股份有限公司，成立于1999年，位于深圳市，是一家 以从事专用设备制造业为主的企业。企业注册资本102960.3408万人民币，实缴资本33207.21万人民币。 公司法定代表人为高云峰。 资金流向方面，今日主力资金净流入4884.80万元，占比成交额6.15%。其中，超大单净流入1400.37万 元、占成交额1.76%，大单净流入3484.43万元、占成交额4.39%，中单净流出流入501.31万元、占成交 额0.63%，小单净流出5386.11万元、占成交额6.79%。 通过天眼查大数据分析，大族激光科技产业集团股份有限公司共对外投资 ...

Group 1 - The core index of the Robot ETF Fund (159213), the CSI Robot Index (H30590), has seen a strong increase of 2.73%, with most constituent stocks rising significantly [1] - Notable performers include Robot (300024) which surged by 14.50%, and Huadong CNC (002248) and Zhongdali De (002896) hitting the daily limit up [1] - The ETF fund has shown continuous strength, with a reported increase of 2.8% as of 13:10 on August 6, marking a potential three-day winning streak [4] Group 2 - The top ten constituent stocks of the Robot ETF Fund include Huichuan Technology (300124) with a rise of 2.08%, and Keda Xunfei (002230) with a slight increase of 0.20% [2] - The performance of Stone Technology (688169) has slightly declined by 0.53%, while other stocks like Shuanghuan Transmission (002472) increased by 5.06% [2] - The total market capitalization of the top ten stocks reflects significant historical values, with Robot (300024) having a historical market cap of 35.78 billion [2] Group 3 - On August 5, Yushu Technology launched a new quadruped robot, Unitree A2, which weighs approximately 37 kg and has a maximum running speed of 5 m/s [3] - The Shanghai government has issued a development plan for the embodied intelligence industry, aiming for breakthroughs in at least 20 core algorithms and technologies by 2027, with a target industry scale exceeding 50 billion [5] - CITIC Securities predicts that 2025 will be a pivotal year for the mass production of embodied intelligent robots, emphasizing the integration of AI and robotics as a significant industrial revolution [5][6]

金融界2025年8月6日消息，国家知识产权局信息显示，大族激光科技产业集团股份有限公司、深圳市大 族智能控制科技有限公司取得一项名为"轨迹补偿方法、计算机设备及计算机可读存储介质"的专利，授 权公告号CN115781039B，申请日期为2021年09月。 天眼查资料显示，大族激光科技产业集团股份有限公司，成立于1999年，位于深圳市，是一家以从事专 用设备制造业为主的企业。企业注册资本102960.3408万人民币。通过天眼查大数据分析，大族激光科 技产业集团股份有限公司共对外投资了85家企业，参与招投标项目1313次，财产线索方面有商标信息 881条，专利信息5000条，此外企业还拥有行政许可123个。 深圳市大族智能控制科技有限公司，成立于2017年，位于深圳市，是一家以从事计算机、通信和其他电 子设备制造业为主的企业。企业注册资本2000万人民币。通过天眼查大数据分析，深圳市大族智能控制 科技有限公司参与招投标项目4次，专利信息244条，此外企业还拥有行政许可7个。 ...

Group 1 - In July, the A-share market continued to rise, with the Shanghai Composite Index increasing by 3.74%, marking the third consecutive month of growth [2] - Over 700 listed companies participated in institutional research activities in July, indicating a high level of market activity [2][3] - Notably, several popular stocks that have seen price increases exceeding 10 times in recent years were involved in institutional research [7][8] Group 2 - Ice Wheel Environment (000811) was researched over 10 times in July, focusing on its marine economy product layout and low-carbon technology development [3][4] - Northern Rare Earth (600111) also had over 10 research sessions, discussing the growing demand for rare earth materials driven by new energy technologies and applications [5] - DAHUA Laser (002008) attracted attention from multiple foreign institutions, highlighting its overseas expansion and adaptation to diversified supply chains [6] Group 3 - New Yiseng (300502) and Shenghong Technology (300476), both significant gainers in the market, were subjects of institutional research, with their stock prices increasing over 10 times from their lows [8] - Other companies like Changsheng Bearing (300718) and Zhaojin Gold also experienced similar research interest due to their substantial price increases [8] - Despite the positive market sentiment, many companies are cautioning investors about potential risks associated with their stock price surges [9]