| 连板股 8.7 | | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 中马传动 | 5 | 汽车零部件 | | *ST东晶 | 5 | 电子元器件 | | *ST宇顺 | 5 | 消费电子 | | 长城军工 | ব | 生工 | | 国机精工 | 4 | 军工+机器人 | | 北纬科技 | 4 | 机器人+车联网 | | 福日电子 | 4 | 机器人 | | ST晨鸣 | 3 | 造纸 | | 日海智能 | 3 | 液冷服务器 | | 中欣氣材 | 3 | PEEK材料 | | 华米环能 | 3 | 光伏 | | 洪通燃气 | 3 | 天然气 | | ST西发 | 2 | 啤酒 | | 华纬科技 | 2 | 机器人 | | *ST奥维 | 2 | 走工 | | 东方精工 | 2 | 人形机器人 | | 任总统计 | り | FT | | 11:24:11 | C | #T | | --- | --- | --- | | 海立股份 | 2 | 光刻机 | | 云中马 | 2 | 纺织制造 | | | 第二则经 | 院數 | 汽车零部件板块 ...

从资金流向上来看，当日通用设备板块主力资金净流出24.78亿元，游资资金净流入2831.19万元，散户资 金净流入24.49亿元。通用设备板块个股资金流向见下表： 证券之星消息，8月7日通用设备板块较上一交易日上涨0.11%，瑞纳智能领涨。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 301129 | 瑞纳智能 | 34.06 | 20.01% | 14.98万 | | 4.68亿 | | 836807 | 奔朗新材 | 21.20 | 15.59% | 34.52万 | | 6.96亿 | | 873693 | 阿为特 | 52.16 | 11.45% | 8.78万 | | 4.54亿 | | 873305 | 九菱科技 | 70.05 | 10.07% | 6.23万 | | 4.22亿 | | 002046 | 国机精工 | 28.23 | ...

Core Insights - The article provides a comprehensive overview of the superhard materials industry in China, detailing the production processes, applications, and regional distribution of companies involved in this sector [1][3][4]. Industry Overview - The superhard materials industry chain includes upstream raw material processing and chemical processing, leading to the production of diamond single crystals, which are then crushed into diamond powder for tools like saw blades and drill bits [1]. - The downstream applications of superhard materials are categorized into four main sectors: mineral oil services, precision manufacturing, high-tech industries, and jewelry [3]. Regional Distribution - The majority of superhard materials companies are concentrated in Henan province, followed by the Yangtze River Delta region, with fewer companies in Guangdong, Shaanxi, Beijing, and Shandong [4]. - The Henan cluster has the most companies and encompasses the most complete industry chain, focusing on industrial diamonds and cultivated diamonds, while the Yangtze River Delta is known for its technological research capabilities [8]. Industrial Parks - There are currently eight major superhard materials industrial parks in China, primarily located in Henan, Jiangsu, Guangdong, Shandong, and Inner Mongolia, with Henan having the highest concentration of three parks [9]. Company Capacity and Production - The superhard materials industry features a wide distribution across various segments, with upstream competition, a dense midstream, and a dispersed downstream market. Key companies and their production capacities include: - China Graphite: Approximately 1.23 million tons of natural graphite, accounting for about 76.9% of global production [13]. - Zhongbing Hongjian: The largest domestic producer of synthetic diamonds, with a production share of about 50% of the global total [13]. - Huanghe Xuanfeng: Approximately 2,000 six-sided top-press machines, with cultivated diamond revenue around 600 million yuan [13]. - Liliang Diamond: Industrial diamond production of 150.66 billion carats and cultivated diamond production of 2.772 million carats, expected to gradually reach capacity from 2024 to 2026 [13]. Investment Trends - Since 2020, representative companies in the superhard materials sector have shown various investment trends, reflecting strategic planning and competitive dynamics within the industry. For example: - Hengxing Technology has invested in expanding diamond wire production capacity to meet the needs of photovoltaic silicon wafer cutting [14]. - ST Xinye has gradually exited the superhard materials business, integrating into the national machine system [14]. - Sifangda has established a semiconductor division to enter the CVD cultivated diamond market, indicating a shift towards high-value applications [14].

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 ...