截至8月4日开盘一小时，主力资金流入前20的股票分别为：长城军工（4.88亿元）、海光信息（4.57亿 元）、山河智能（4.31亿元）、航天电子（4.00亿元）、利君股份（3.28亿元）、赤峰黄金（2.53亿 元）、顺钠股份（2.37亿元）、工商银行（2.14亿元）、浙大网新（2.09亿元）、长城电工（2.04亿 元）、爱乐达（2.03亿元）、中金黄金（1.95亿元）、中国银行（1.94亿元）、神州泰岳（1.89亿元）、 光线传媒（1.70亿元）、万里马（1.65亿元）、江海股份（1.60亿元）、长盛轴承（1.55亿元）、民生银 行（1.52亿元）、圣邦股份（1.46亿元）。 作者：金股通 本文源自：金融界 ...

Group 1 - The artificial intelligence sector experienced significant stock price increases, with companies like Kesi Technology and Dongjie Intelligent reaching a 20% limit up, while others like Shanhai Intelligent and Nengke Technology also hit the limit up [1][2] - Notable stock performances included Wanlima at +14.72%, Jinxian Modern at +14.66%, and Yangguang Nuohe at +13.95%, indicating strong investor interest in AI-related companies [2] Group 2 - The State Council meeting on July 31 approved the "Deepening the Implementation of 'Artificial Intelligence+' Action Opinions," emphasizing the need for large-scale commercialization of AI applications across various sectors [3] - The policy aims to create a virtuous cycle of innovation and application, with government and state-owned enterprises leading by example and supporting technology implementation through open scenarios [3] - The report from Zhonghang Securities highlights that the AI industry is entering a value release window, with 2025 expected to mark the year of AI application landing, driven by advancements in general large model technology [3] - Investment focus is recommended on two main lines: (1) developers of large models and AI agent capabilities, and (2) applications of AI in real-world scenarios [3]

暗盘资金一眼洞悉庄家意图>> 雅下水电概念股盘初活跃，山河智能（002097）、文科股份（002775）触及涨停，西藏天路（600326） 涨超5%，保利联合（002037）、大禹节水（300021）跟涨。 ...

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 ...

证券之星消息，8月1日工程机械板块较上一交易日下跌0.5%，拓山重工领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。工程机械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) | | | --- | --- | --- | --- | --- | --- | --- | | 301446 | 福事特 | 27.78 | 10.28% | 9.07万 | | 2.43亿 | | 002097 | 山河智能 | 14.19 | 7.09% | 310.89万 | | 44.04亿 | | 605305 | 中际联合 | 38.00 | 6.29% | ● 16.51万 | | 6.21亿 | | 603280 | 南方路机 | 57.47 | 4.76% | 12.54万 | | 7.00亿 | | 836942 | 恒立钻具 | 59.53 | 2.82% | 11.72万 | | 6.94亿 | | 834599 | 同力股份 | 22.68 | 1.57% | 5.06万 | | 1.14亿 | | ...

Core Viewpoint - The military stocks experienced a significant surge, with multiple companies reaching their daily trading limits and notable percentage increases in their stock prices [1] Group 1: Stock Performance - Ruikeda reached a 20% limit up [1] - Guankuang Technology increased by over 13% [1] - Huapengfei rose by over 10% [1] - Zhanpeng Technology and Kain Co. both hit a 10% limit up [1] - Fengxing Co. approached the limit up [1] - Xiling Power, Zhenyou Technology, and Xinguang Optoelectronics all increased by over 8% [1] - Jihua Group rose by over 7% [1] - Guoyi Bidding, Tongyu Heavy Industry, and Shanhe Intelligent increased by over 6% [1] - Great Wall Military Industry, Lingyun Co., Pinggao Co., and Kesi Technology all rose by over 5% [1]

（文章来源：证券日报） 证券日报网讯山河智能7月31日在互动平台回答投资者提问时表示，截至2025年7月18日收市，持有人数 82040户。 ...

Market Overview - The engineering machinery sector experienced a decline of 1.75% on July 31, with Hengli Drilling leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Top Performers - Tianyuan Intelligent (603273) saw a significant increase of 10.02%, closing at 21.09 with a trading volume of 218,000 shares and a turnover of 455 million yuan [1] - Southern Road Machinery (603280) also rose by 10.01%, closing at 54.86 with a trading volume of 82,400 shares [1] - Changling Hydraulic (605389) increased by 9.99%, closing at 48.99 with a trading volume of 45,400 shares [1] Underperformers - Hengli Drilling (836942) experienced the largest decline, down 11.39% to 57.90 with a trading volume of 135,500 shares and a turnover of 811 million yuan [2] - Tuoshan Heavy Industry (001226) fell by 9.97%, closing at 40.00 with a trading volume of 109,400 shares [2] - Wuxin Suizhuang (835174) decreased by 7.19%, closing at 64.67 with a trading volume of 87,500 shares [2] Capital Flow - The engineering machinery sector saw a net outflow of 566 million yuan from institutional investors and 196 million yuan from speculative funds, while retail investors contributed a net inflow of 762 million yuan [2][3] - Notable capital flows include Huadong Heavy Machine (002685) with a net inflow of 17.7 million yuan from institutional investors, while Tianyuan Intelligent (603273) had a net outflow of 143 million yuan from institutional investors [3]

Core Viewpoint - The company, Shanhe Intelligent, is an engineering machinery manufacturer that provides specialized equipment for national super engineering projects but does not directly participate in project bidding for the owners [1] Company Summary - Shanhe Intelligent stated on July 31 that it serves as a manufacturer of engineering machinery [1] - The company offers relevant professional equipment to parties involved in the research, testing, and construction of national super engineering projects [1] - The company clarified that it will not engage in bidding for projects on behalf of the owners [1]

有投资者问，7月19日雅鲁藏布江下游水电工程开工仪式央视画面中的超深振冲钻机就是山河智能的设 备吧？山河智能在互动平台表示，工程开工仪式现场有一台超深振冲钻机为公司研制的设备。 ...