数据来源：天眼查APP 证券之星消息，根据天眼查APP信息整理，7月30日公布的《惠州农村商业银行股份有限公司银行卡介 质采购项目成交结果公告》中显示东信和平科技股份有限公司中标。公告内容如下： 惠州农村商业银行股份有限公司银行卡介质采购项目 成交结果公告 银行卡应答单价报价：2.10元/张（人民币，含税） 数量：4000件 成交结果公告.pdf 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 一、项目编号：04-06-04C-2025-D-F-E***** 二、项目名称：惠州农村商业银行股份有限公司银行卡介质采购项目 三、成交结果 成交供应商名称：东信和平科技股份有限公司 数量：1*****张 税率：13% 银行卡报价合计：2*****.00元（人民币，含税） 快递服务费应答单价报价：5.50元/件（人民币，含税） 税率：6% 快递服务费报价合计：*****元（人民币，含税） 应答总报价：2*****.00元（人民币，含税） 四、公告期限 自本公告发布之日起1个工作日。 采购人：惠州农村商业银行股份有限公司 采购代理机构：公诚管理 ...

综合市场分析来看，金融科技回调下挫或与香港稳定币牌照落地不及预期有关。消息面上，香港《稳定 币条例》将于8月1日实施，7月29日下午，香港金管局披露了稳定币发行人相关监管制度。其中提到， 截至目前，尚未发出任何稳定币发行人牌照，未来将在官网公布获发牌照的稳定币发行人名单。 中信证券解读称，时间线上看，金管局鼓励意向申请人于8月31日前联系监管，成熟申请人申请时限为9 月30日，首批牌照张数仅个位数，预计有望于年底前落地。建议继续关注可能获取首批稀缺牌照的发行 人，及确定性参与稳定币使用场景创设的场景平台两条主线。 周三（7月30日），稳定币、跨境支付等热门题材悉数调整，高位人气股下挫，金融科技板块深度回 调，成份股大面积飘绿。其中，东信和平跌停，天阳科技、四方精创、恒宝股份均下挫超7%，长亮科 技、金证股股份、中科金财、拉卡拉、京北方、中亦科技等跟跌超5%。 热门ETF方面，规模、流动性同类断层第一的金融科技ETF（159851）放量下挫，场内价格收跌3.3%， 跌穿5日、10日均线，退守20日均线。全天成交额达12.75亿元，环比放量超五成！资金逢跌大举揽筹， 159851全天净申购达4.38亿份！ 数据来 ...

Market Performance - The electronic ID concept sector declined by 2.82%, ranking among the top losers in the market, with Dongxin Peace hitting the daily limit down [1] - Among the stocks in this sector, the largest declines were seen in Hengbao Co., Guotou Intelligent, and Chutianlong, while only two stocks, Yuanwanggu and Tuolisi, experienced gains of 1.02% and 0.21% respectively [1] Capital Flow - The electronic ID concept sector saw a net outflow of 2.412 billion yuan, with 35 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 100 million yuan [2] - Hengbao Co. led the outflows with a net outflow of 565.39 million yuan, followed by Dongxin Peace, New Guodu, and Jingbeifang with outflows of 365.14 million yuan, 224.62 million yuan, and 219.04 million yuan respectively [2][3] Stock Performance - The stocks with the highest net outflows in the electronic ID sector included Hengbao Co. (-7.83%), Dongxin Peace (-10.00%), and New Guodu (-4.79%) [3] - Conversely, the stocks with the highest net inflows were Guoxin Technology, Tuolisi, and Dongfang Guoxin, with inflows of 20.74 million yuan, 18.26 million yuan, and 6.68 million yuan respectively [2][4]

Concept Performance - The top-performing concept sectors today include Combustible Ice (+3.07%), Artemisinin (+2.33%), and Dairy Industry (+1.84%) [1] - The worst-performing sectors include Electronic ID (-2.82%), Digital Currency (-2.81%), and Mobile Payment (-2.56%) [1] Capital Flow Analysis - The Mobile Payment sector experienced a net outflow of 5.154 billion yuan, with 64 stocks seeing outflows, and 16 stocks with outflows exceeding 100 million yuan [1] - The stocks with the highest net outflows include Hengbao Co. (-7.83%), Changliang Technology (-6.80%), and Eastcompeace (-10.00%) [1][2][3] - The stocks with the highest net inflows include China Unicom (+0.28%), Guanghong Technology (+2.29%), and Shunluo Electronics (+0.28%) [1][5] Stock Performance - Within the Mobile Payment concept, stocks such as Dongxin Peace and Hengbao Co. saw significant declines, with Dongxin Peace hitting the limit down [2][3] - Among the stocks that increased in value, Guanghong Technology led with a rise of 2.29%, followed by Tianmai Technology and Suzhou Bank, both up by 1.28% [2][5]

嘿，我是帮主郑重。二十年盯盘练就一双"透视眼"，今天这行情啊，表面是沪指红彤彤涨了0.17%，深成指和创业板却绿得发慌，活脱脱一场"指数分裂大 戏"！两市3500多只票往下掉，成交额却放量到1.87万亿——钱没跑，只是在搬家！ 先说盘面"明牌"： • 影视股爆发：暑期档票房破百亿+AI影视制作技术落地，双重催化让冷门板块秒变香饽饽； • 三胎异动：地方生育补贴政策密集出台，游资在博弈"政策加码预期"； • 科技分化：光刻机龙头张江高科盘中冲高8%却回落（收盘涨7.06%），资金分歧大到能撑船！有机构锁仓，也有游资做T，这种票只适合"波段高手"。 帮主视角：中长线布局正当时！ 二十年经验告诉我：震荡市才是黄金矿！三条主线已清晰： 1. 硬科技卡脖子突围：光刻机、AI芯片（如张江高科）调整到30日线就是机会，国产替代是十年剧本； 2. 消费复苏暗线：影视、母婴等低位板块，靠的是"情绪修复+业绩拐点"双击； 影视院线成了全场最靓的仔！幸福蓝海直接20cm涨停，金逸影视、慈文传媒紧随其后封板。三胎概念也蹦跶起来，贝因美、泰慕士这些老面孔涨停，政策 预期还在发酵，但别追高，小心"一日游"陷阱。 再看"暗流"涌动： 电池 ...

从资金流向上来看，当日通信设备板块主力资金净流出37.88亿元，游资资金净流入3.14亿元，散户资金 净流入34.73亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002017 | 东信和平 | 24.39 | -10.00% | 132.46万 | 33.27 Z | | 002104 | 恒宝股份 | 19.77 | -7.83% | 181.65万 | 36.61亿 | | 688313 | 仕佳光子 | 61.80 | -7.60% | 51.54万 | 31.41亿 | | 003040 | 楚大龙 | 23.10 | -7.49% | 47.11万 | 11.22亿 | | 000851 | *ST高鸿 | 2.03 | -5.14% | 67.53万 | 1.39 Z | | 688143 | 长雷通 | 41.66 | -4.05% | 2.23万 | 9338.85万 | | 300698 | 万马科技 | 43.02 | -3.63% ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.17% to close at 3615 points, while the Shenzhen Component Index fell by 0.77% and the ChiNext Index dropped by 1.62% to 2367 points [1][2] - Total trading volume reached 1.87 trillion yuan, an increase of 41.7 billion yuan compared to the previous trading day, with over 3500 stocks declining across the market [1] Index Performance - Shanghai Composite Index: 3615.72 (+0.17%) [2] - Shenzhen Component Index: 11203.03 (-0.77%) [2] - ChiNext Index: 2367.68 (-1.62%) [2] - Other indices such as the CSI 300 and CSI 500 also experienced slight declines [2] Sector Performance - The top-performing sectors included: - Petrochemical: +3.55% [2] - Oil and Gas: +1.68% [2] - Tourism and Hospitality: Notable gains with multiple stocks hitting the daily limit [3] - Conversely, sectors that faced declines included: - Digital Currency: Significant drop with Dongxin Peace hitting the daily limit down [3] - Battery sector: Stocks like Xinyu Ren fell over 7% [3] - Multi-Financial sector: Companies like Zhongyou Capital dropped nearly 8% [3] Notable Stocks - Key stocks that surged included: - Zhongshui Fishery (000798) hitting the daily limit up [3] - Yangguang Dairy and Beiyinmei (002570) also reached the daily limit up [3] - Stocks in the film and media sector such as Xingfu Lanhai (300528) and Ciwen Media (002343) saw significant gains [3]

盘面上，三胎板块震荡走强，贝因美、泰慕士等涨停封板。影视院线全线走强，幸福蓝海20CM涨停，金逸影视、慈文传 媒涨停封板。电池板块调整，信宇人跌超7%。数字货币板块走弱，东信和平跌停，恒宝股份跌超8%。多元金融板块震荡调 整，南华期货、中油资本跌超7%。 板块题材上，三胎、影视院线板块走高，电池、数字货币、多元金融板块调整。 A股三大指数涨跌不一，截至收盘，沪指涨0.17%，深成指跌0.77%，创业板指跌1.62%，北证50指数跌1.75%，沪深京三市 成交额18710亿元，较上日放量417亿元。两市超3500只个股下跌。 ...

格隆汇7月30日｜30日午后，稳定币概念股继续回调，金融科技震荡下跌超2.8%。其中，东信和平重挫 9%逼近跌停，恒宝股份（维权）、四方精创、天阳科技均跌超6%。热门ETF方面，规模、流动性同类 断层第一的金融科技ETF（159851）表现低迷，场内价格跌超3%，日内成交额已超7亿元，资金反向涌 入，显示实时净申购超2.3亿份。 中信证券解读称，金管局就8月1日起实施的稳定币发行人监管制度发布一系列文件，核心是《持牌稳定 币发行人监管指引》，当前申请阶段最具有指引意义的是《稳定币发行人发牌制度摘要说明》。时间线 上看，金管局鼓励意向申请人于8月31日前联系监管，成熟申请人申请时限为9月30日，首批牌照张数仅 个位数，预计有望于年底前落地。建议继续关注可能获取首批稀缺牌照的发行人，及确定性参与稳定币 使用场景创设的场景平台两条主线。 招商证券指出，大盘与题材共振，看好金融科技方向。首先，稳定币&RWA作为金融科技明确的发展方 向之一，目前处于海内外同步推进产业渗透的阶段。临近业绩期，市场对上市公司Q2业绩关注度提 升，互金板块兼具牛市下业绩释放潜力以及稳定币/RWA题材属性，金融科技配置价值显现。 综合市场分析 ...

Group 1 - Several high-profile stocks experienced significant declines, with Construction Industry hitting the limit down, and companies like China Tungsten High-Tech, Dongxin Peace, Bank of China Securities, Honghe Technology, Shijia Photon, and Shenghe Resources dropping over 8% [1]