来源：金融界 山河智能最新一期业绩显示，截至2025一季报，公司营业总收入15.13亿元、同比减少8.96%，归属净利 润3245.95万元，同比增长57.31%，扣非净利润890.69万元，同比增长132.39%，流动比率1.175、速动比 率0.902、资产负债率75.84%。 天眼查商业履历信息显示，山河智能装备股份有限公司，成立于1999年，位于长沙市，是一家以从事橡 胶和塑料制品业为主的企业。企业注册资本107461.7264万人民币，实缴资本41738.9493万人民币。公司 法定代表人为付向东。 通过天眼查大数据分析，山河智能装备股份有限公司共对外投资了45家企业，参与招投标项目1403次， 知识产权方面有商标信息69条，专利信息1308条，此外企业还拥有行政许可263个。 金融界消息 截至2025年8月1日收盘，山河智能（002097）报收于14.19元，上涨7.09%，换手率 28.98%，成交量310.89万手，成交金额44.04亿元。 资金流向方面，今日主力资金净流入2.12亿元，占比成交额4.82%。其中，超大单净流入1.79亿元、占 成交额4.07%，大单净流入3292.37万元、占 ...

格隆汇8月1日｜军工股盘中拉升，其中，瑞可达20CM涨停，观想科技涨超13%，华鹏飞涨超10%，展 鹏科技、凯恩股份10CM涨停，凤形股份逼近涨停，西菱动力、震有科技、新光光电涨超8%，际华集团 涨超7%，国义招标、通裕重工、山河智能涨超6%，长城军工、凌云股份、品高股份、科思科技涨超 5%。 ...

格隆汇7月31日丨山河智能(002097.SZ)于投资者互动平台表示，公司为工程机械制造商，可为国家超级 工程的参研参试参建方提供相应专业装备，不会直接参与业主方的项目招标。 ...

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]

Market Overview - A-shares have seen a significant increase in activity, with the Shanghai Composite Index surpassing 3600 points and reaching a new high, while the ChiNext Index broke through 2400 points, entering a technical bull market [1] Hot Stocks - The top ten hot stocks in A-shares include Xizang Tianlu, Shanhe Intelligent, Hengsheng Electronics, WuXi AppTec, Baogang Co., Asia-Pacific Pharmaceutical, China Power Construction, Xining Special Steel, Zhongyin Securities, and Northern Rare Earth [2] Industry Trends - The Yarlung Tsangpo River downstream hydropower project concept has resurfaced, with Xizang Tianlu, Shanhe Intelligent, and China Power Construction being the leading stocks. Xizang Tianlu holds over 60% market share in the cement sector, benefiting from geographical advantages [3] - The national-level strategic project, with a total investment of 1.2 trillion yuan, is expected to require over 40 million tons of cement and an annual infrastructure investment of 80 billion yuan, stimulating demand across the construction materials, engineering machinery, and hydropower sectors [3] Company Performance - Northern Rare Earth and Baogang Co. confirmed their successful bids for the Yarlung Tsangpo hydropower project's rare earth alloy steel project, with Northern Rare Earth's net profit surging 18 to 20 times year-on-year, driven by rising prices and volumes of rare earth products [3] - Baogang Co. raised its third-quarter rare earth concentrate transaction prices by 14.14%, enhancing performance growth expectations [3] - Hengsheng Electronics saw a surge in interest following Hong Kong's implementation of a regulatory framework for stablecoin issuers, alongside news of Ant Group applying for a stablecoin license, leading to strong market expectations for potential collaboration [3] Financial Results - WuXi AppTec reported a record high revenue of 20.8 billion yuan and a net profit of 8.56 billion yuan for the first half of the year. The easing of geopolitical risks and supportive policies for innovative drugs have contributed to this performance [4] - Asia-Pacific Pharmaceutical's mid-year performance is expected to increase over 17 times, primarily due to non-recurring income from the sale of a subsidiary, along with advantages from its product line [4] - WuXi AppTec plans to raise its share repurchase price limit from 90.72 yuan to 114.15 yuan, which has positively impacted market sentiment [4]

Market Overview - On July 29, the total trading volume of the Shanghai and Shenzhen stock markets reached 1.8 trillion yuan, an increase of 609 billion yuan compared to the previous trading day [1] - Sectors that saw significant gains included CRO, innovative drugs, steel, CPO, and advanced packaging, while sectors that experienced declines included insurance, pork, banking, precious metals, and agriculture [1] Top Stocks on the Dragon and Tiger List - The top three net buying stocks on the Dragon and Tiger list were Yunnan Zhiye, Zhongsheng Pharmaceutical, and Ruizhi Pharmaceutical, with net purchases of 244 million yuan, 181 million yuan, and 165 million yuan respectively [2] - The top three net selling stocks were Tibet Tianlu, Xining Special Steel, and Boyun New Materials, with net sales of 482 million yuan, 183 million yuan, and 146 million yuan respectively [3] Institutional Activity - Among stocks with institutional special seats, the top three net buying stocks were Beifang Changlong, Ruizhi Pharmaceutical, and Zhongsheng Pharmaceutical, with net purchases of 117 million yuan, 89.74 million yuan, and 83.09 million yuan respectively [4] - The top three net selling stocks with institutional special seats were Shanghai Film, Boyun New Materials, and Aiying Room, with net sales of 62.16 million yuan, 59.90 million yuan, and 45.29 million yuan respectively [4] Notable Stock Performances - Yunnan Zhiye, a leader in the germanium industry, saw a trading halt with a turnover rate of 12.92% and a total transaction amount of 2.077 billion yuan. The company expects a net profit of 16 million to 23 million yuan for the mid-year report, representing a year-on-year increase of 273% to 348% [5] - Ruizhi Pharmaceutical, focused on CRO and ADC services, also experienced a trading halt with a turnover rate of 24.95% and a total transaction amount of 1.534 billion yuan. The company anticipates a net profit of 170 million to 210 million yuan for the mid-year report, reflecting a year-on-year growth of 94.49% to 140.25% [7] - Xining Special Steel and Tibet Tianlu both achieved trading halts, with turnover rates of 37.99% and 30.68% respectively, indicating strong market interest [13] Trading Dynamics - The trading dynamics showed significant activity from retail investors, with notable net purchases in stocks like Beiyang Changlong and Yunnan Zhiye, while there were substantial net sales in stocks like Boyun New Materials and Shanghai Film [16][19]

（原标题：山河智能涨停，深股通龙虎榜上净买入3388.50万元） 山河智能今日涨停，全天换手率30.68%，成交额42.47亿元，振幅11.00%。龙虎榜数据显示，深股通净买入3388.50万元，营业部席位合计净卖出 1.17亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.54%上榜，深股通净买入3388.50万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交7.95亿元，其中，买入成交额为3.56亿元，卖出成交额为4.39亿元，合计净卖出 8312.28万元。 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第一大卖出营业部，买入金额为1.64亿元，卖出金额为1.30亿元，合计净买入 3388.50万元。 资金流向方面，今日该股主力资金净流出3.43亿元，其中，特大单净流出1.33亿元，大单资金净流出2.10亿元。近5日主力资金净流出3.22亿元。 融资融券数据显示，该股最新（7月28日）两融余额为6.65亿元，其中，融资余额为6.63亿元，融券余额为188.92万元。近5日融资余额合计增加 2.40亿元，增幅为56.83%，融券余额合计增加61.03万元，增幅47.72%。（ ...

证券代码：002097 证券简称：山河智能 公告编号：2025-038 山河智能装备股份有限公司 关于股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 特别提示： 1、公司股票价格近期波动较大，公司已于 2025 年 7 月 24 日在指定信息披露 媒体披露《关于股票交易异常波动公告》(公告编号：2025-036)，公司郑重提请广大 投资者注意：投资者应充分了解二级市场交易风险及公司在定期报告中披露的风险 因素，理性决策，审慎投资。 2、公司目前经营情况正常，公司近期经营情况及内外部经营环境未发生、亦预 计将不会发生重大变化，近期不存在应披露而未披露的重大事项。 一、股票交易异常情况 山河智能装备股份有限公司（证券简称：山河智能；证券代码：002097；以下 简称"公司"）股票于 2025 年 7 月 28 日、2025 年 7 月 29 日连续二个交易日收盘 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》的相关规定，属 于股票交易异常波动的情况。 二、公司关注、核实情况说明 针对公司股票交易异常波动，公司董事会对有关事项进 ...

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]

证券代码：002097 证券简称：山河智能 公告编号：2025-037 山河智能装备股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 特别风险提示：截至本公告日，山河智能装备股份有限公司及下属子公司对 外担保总额超过最近一期经审计净资产 50%，对合并报表外的单位担保金额超过 最近一期经审计净资产 30%，请投资者充分关注担保风险。 一、担保情况概述 山河智能装备股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开 的第八届董事会第二十一次会议、第八届监事会第十五次会议及于 2025 年 5 月 20 日召开的 2024 年年度股东大会审议通过了《关于为子公司提供担保的议案》， 同意公司为全资及控股子公司提供总额为人民币 136,935 万元的担保。担保业务 具体实施时，公司可视情况决定由公司或下属子公司为全资或控股子公司提供担 保，可根据与金融机构的协商签订相关担保合同。上述内容详见公司于 2025 年 4 月 26 日刊载在《中国证券报》《证券时报》《上海证券报》及巨潮资讯网 （www.cnin ...