每经AI快讯，8月7日，军工板块震荡回升，七一二午后涨停，佳缘科技、国机精工此前封板，捷强装 备涨超10%，长城军工、万里马、航天智装等涨幅居前。 （文章来源：每日经济新闻） ...

Group 1 - The A-share market experienced a collective decline on August 7, with the Shanghai Composite Index down by 0.19% [1] - The machine tool sector showed significant stock differentiation, with the Machine Tool ETF (159663.SZ) down by 1.53%, while some individual stocks like Guoji Precision and Huadong CNC saw increases of 5.37% and 1.70% respectively [1] - The global machine tool market is projected to reach approximately $120.19 billion in 2024, with a compound annual growth rate (CAGR) of 7.50% from 2025 to 2033, increasing from $129.2 billion in 2025 to $230.42 billion by 2033 [1] Group 2 - In 2024, China's machine tool consumption is expected to be around €24.1 billion (approximately RMB 202.5 billion), accounting for about 30% of the global market [1] - Short-term prospects for the machine tool industry are positive due to the machine replacement cycle and manufacturing recovery, with an estimated replacement cycle of 7-10 years indicating an approaching inflection point [1] - The manufacturing sector's PMI reached 49.7% in June 2025, indicating a slight improvement in manufacturing sentiment, which is expected to benefit the machine tool industry [1]

Group 1 - Public fund research enthusiasm has increased in the second half of the year, with 178 public funds conducting research on 463 listed companies as of August 6 [1] - The telecommunications equipment industry has become a focal point for public funds, with DingTong Technology, ZhongJi XuChuang, and XinYiSheng receiving attention from 75, 71, and 63 public funds respectively, ranking as the top three [3] - Other notable companies in the top ten for public fund research include Jianghe Group from the construction decoration industry and ShiJia GuangZi from the telecommunications equipment sector, with over 40 public funds researching them [3] Group 2 - Notable fund managers participated in the research activities, such as Zhu Hongyu from China Merchants Fund, who focused on GuoJi JingGong's main business and future acquisition plans [3] - Xie ZhiYu from XingZheng Global Fund researched AiEr Eye Hospital, discussing the company's overseas business layout and strategies against industry competition [4] - Zhu ShaoXing from FuGuo Fund and Fu PengBo from RuiYuan Fund also conducted research on QiLu Bank and YiYuan Communication respectively, indicating a diverse interest in various sectors [4]

龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日涨幅偏离值达7%上榜龙虎榜1 次，买卖居前营业部中，机构净买入693.42万元，深股通累计净买入2393.91万元，营业部席位合计净买 入5133.97万元。 公司8月4日在交易所互动平台中披露，截至最新（7月31日）股东户数为36984户，较上期（7月20日） 减少7436户，环比下降16.74%。 4月30日公司发布的一季报数据显示，一季度公司共实现营业总收入7.03亿元，同比增长10.48%，实现 净利润0.88亿元，同比增长3.46%。（数据宝） 国机精工盘中涨停，已连收4个涨停板，截至9:29，该股报28.23元，换手率0.26%，成交量135.73万股， 成交金额3831.66万元，涨停板封单金额为3.64亿元。连续涨停期间，该股累计上涨46.42%，累计换手 率为25.79%。最新A股总市值达151.39亿元，A股流通市值148.82亿元。 证券时报·数据宝统计，两融数据来看，该股最新（8月6日）两融余额为5.92亿元，其中，融资余额5.92 亿元，较前一个交易日增加1185.80万元，环比增长2.05%，近4日累计增加3872. ...

证券代码：002046 证券简称：国机精工 公告编号：2025-050 国机精工集团股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况介绍 国机精工集团股份有限公司（以下简称"公司"）股票（证券简 称：国机精工，证券代码：002046）于 2025 年 8 月 4 日、8 月 5 日、 8 月 6 日连续三个交易日内日收盘价格涨幅偏离值累计超过 20%，根 据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动 情况。 二、公司关注及核实情况的说明 针对公司股票交易异常波动，公司对有关事项进行了核查，有关 情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处。 2.公司未发现近期公共传媒报道了可能或已经对公司股票交易 价格产生较大影响的未公开重大信息。 3.近期公司经营情况及内外部经营环境未发生重大变化。 4.经核查，公司及控股股东、实际控制人不存在关于公司的应披 露而未披露的重大事项或处于筹划阶段的重大事项。 5.经核查，公司控股股东、实际控制人在公司股票交易异常波动 期间不存在 ...

Market Performance - The Shanghai Composite Index rose by 0.45% to close at 3633.99 points, the Shenzhen Component Index increased by 0.64% to 11177.78 points, the ChiNext Index gained 0.66% to 2358.95 points, and the STAR 50 Index climbed 0.58% to 1059.76 points. The total trading volume in the Shanghai and Shenzhen markets reached 173.41 billion yuan [1]. Sector Movements - Military stocks showed strong performance again, with companies like Changcheng Military Industry hitting the daily limit. The robotics sector remained active, with multiple stocks such as Zhongdali De and others also reaching the daily limit [1]. Stock Limit Changes - A total of 15 stocks experienced a price increase of over 7%, while 12 stocks rose between 5-7%. There were 34 stocks with a rise of 3-5%, and 274 stocks increased by 0-3%. On the downside, 170 stocks fell by 0-3%, with 7 stocks declining by 3-5% and 2 stocks dropping by over 5% [3]. Notable Stocks - Several companies in the robotics and military sectors achieved significant gains, including: - Beiwai Technology (002148.SZ) with a third consecutive limit-up due to its involvement in drones and quadruped robots. - Feilong Co., Ltd. (002536.SZ) achieved its first limit-up driven by liquid-cooled servers and humanoid robots. - Guoji Precision (002046.SZ) also saw a third consecutive limit-up, benefiting from military and robotics concepts [4][5]. Upcoming Events - The 2025 World Robot Conference is scheduled to take place from August 8 to 12 in Beijing Economic and Technological Development Zone, with NVIDIA announcing its deep involvement in the event. Additionally, Yushu Technology launched a new quadruped robot product, Unitree A2, weighing approximately 37 kg with a range of 20 km when unloaded [6].

证券之星消息，8月6日通用设备板块较上一交易日上涨2.26%，海昌新材领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300885 | 海昌新材 | 28.86 | 20.00% | 46.10万 | | 12.02亿 | | 301616 | 浙江华业 | 52.39 | 20.00% | 9.87万 | | 4.95 Z | | 300906 | 日月明 | 35.66 | 19.99% | 10.90万 | | 3.59亿 | | 300946 | 恒而达 | 64.50 | 13.44% | 10.57万 | | 6.33亿 | | 688697 | 细威数控 | 16.29 | 12.19% | 26.99万 | | 4.28亿 | | 002248 | 华东数控 | 66'01 | 10.01% | 37.40万 | | 4.02亿 ...

Group 1 - A-shares experienced significant activity on August 6, with 77 stocks hitting the daily limit up and 3 stocks hitting the limit down [1] - The China Shipbuilding sector was notably active, with China Shipbuilding and China Heavy Industry reaching the limit up [1] - The PEEK materials sector showed strength, with Zhongxin Fluorine Materials and Xinhan New Materials achieving consecutive limit up days, while Kaisheng New Materials and Huami New Materials also hit the limit up [1] - The Intelligent Robotics sector saw gains, with Haosen Intelligent reaching the limit up [1] Group 2 - Continuous limit up stocks included Zhongma Transmission with 5 limit up days in 6 trading sessions, Beijia Clean with 5 consecutive limit up days, and Honghe Technology with 4 limit up days in 8 sessions [1] - Other notable continuous limit up stocks included Changcheng Military Industry with 4 limit up days in 5 sessions, and several stocks like *ST Yushun and *ST Dongjing achieving 4 consecutive limit up days [1] - Stocks such as Guoji Precision Engineering and Furi Electronics also recorded 3 consecutive limit up days [1] Group 3 - Stocks that hit the limit down included *ST Yatai, Xining Special Steel, and Tibet Tianlu [2]

Market Overview - A-shares continued to rebound with over 2900 stocks in the green, and half-day trading volume reached 1.06 trillion, an increase of 52.5 billion compared to the previous trading day [1] - The Shanghai Composite Index rose by 0.27%, the Shenzhen Component Index increased by 0.46%, and the ChiNext Index gained 0.39% [1] Key Sectors Military Industry - The military sector remains strong, with companies like Changcheng Military and Guojijinggong achieving three consecutive trading limits and reaching new historical highs [3] - Analysts predict that the military industry will see performance recovery starting in the second half of 2025, driven by the upcoming 2027 centenary military goals and the "14th Five-Year Plan" [3] Liquid Cooling Servers - The liquid cooling server concept is gaining momentum, with companies like Rihai Intelligent and Kexin New Source hitting trading limits and achieving new highs [4] - The market for liquid cooling servers in China is expected to grow at a compound annual growth rate of approximately 48% from 2025 to 2029, reaching a market size of about 16.2 billion by 2028 [4] Robotics - The robotics and PEEK materials sectors are also on the rise, with Zhongdali De hitting trading limits and achieving new historical highs [5] - The upcoming World Robot Conference is expected to further stimulate interest in the robotics sector, with new product launches like the Unitree A2 quadruped robot [5] Institutional Insights Huatai Securities - Huatai Securities notes that the value of high-dividend stocks is beginning to emerge, suggesting that some stable and potential high-dividend stocks have become attractive due to their current yield [7] Zheshang Securities - Zheshang Securities maintains a positive outlook for the market, expecting a "slow bull" trend to continue, and recommends a balanced allocation strategy across various sectors including finance and technology [8] Dongfang Securities - Dongfang Securities emphasizes that technology and advanced manufacturing sectors remain mainstream investment directions, with continued focus on military, AI, humanoid robots, and self-controllable technologies [9]

| 代码 | 名标 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 836247 | 华密新材 | 1 | 20.06 | 44.88 乙 | 79.26 | | 301117 | 佳缘科技 | | 19.99 | 46.14亿 | 63.40 | | 300600 | 国瑞科技 | 家 | 17.39 | 59.58亿 | 166.10 | | 301357 | 北方长龙 | 1 | 15.20 | 144亿 | 356.02 | | 300024 | 机器人 | 1 | 14.90 | 315亿 | 12.14 | | 300581 | 晨曦航空 | | 13.87 | 137亿 | 121.94 | | 300965 | 恒宇信通 | * | 12.67 | 54.11亿 | 153.98 | | 839680 | *ST广道 | | 11.12 | 7.30亿 | -26.32 | | 002190 | 成飞集成 | | 10.01 | 140亿 | 101.24 | | 601606 | 长城军工 | $ | 1 ...