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。 ...

山河智能今日上涨3.08%，全天换手率33.18%，成交额49.82亿元，振幅7.80%。龙虎榜数据显示，机构 净买入4698.25万元，深股通净卖出2970.44万元，营业部席位合计净卖出1608.69万元。 深交所公开信息显示，当日该股因日换手率达33.18%上榜，机构专用席位净买入4698.25万元，深股通 净卖出2970.44万元。 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9.09亿元，其中，买入成交额为4.55亿 元，卖出成交额为4.54亿元，合计净买入119.11万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买二、买五，合计买入金额1.08亿 元，卖出金额6109.66万元，合计净买入4698.25万元，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1.56亿元，卖出金额为1.86亿元，合计净卖出2970.44万元。 山河智能7月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 15608.04 ...

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]

Group 1 - The Yarlung Zangbo River downstream hydropower project is expected to significantly boost infrastructure investment and improve the development environment in central and western China [1] - The project, with a total investment of approximately 1.2 trillion yuan, represents 88.7% of China's total water conservancy investment for 2024 and is six times the annual investment amount for Tibet [1] - The project is anticipated to drive regional economic growth, promote clean energy development, and enhance water resource utilization [1] Group 2 - The Yarlung Zangbo project will utilize a unique development approach involving underground construction and the establishment of five tiered power stations, leveraging a height difference of 2000 meters for power generation [2] - The newly established China Yajiang Group aims to ensure the smooth construction and operation of the project, positioning it as a landmark engineering project with Chinese characteristics [2] - Various sectors, including hydropower construction, tunnel excavation, explosives, electrical equipment, foundation treatment, and building materials, are expected to benefit from the project's construction challenges [2]

本文源自：金融界 作者：金股通 截至7月30日开盘一小时，主力资金流出前20的股票分别为：中银证券（-7.00亿元）、恒生电子（-6.77 亿元）、宁德时代（-5.15亿元）、上海电气（-4.92亿元）、恒宝股份（-4.64亿元）、北方稀土（-4.53 亿元）、四方精创（-4.37亿元）、西藏天路（-4.07亿元）、盛和资源（-4.01亿元）、建设工业（-3.84 亿元）、山河智能（-3.18亿元）、中钨高新（-3.15亿元）、中油资本（-2.94亿元）、比亚迪（-2.80亿 元）、云南锗业（-2.57亿元）、天孚通信（-2.52亿元）、东芯股份（-2.48亿元）、中航沈飞（-2.43亿 元）、中大力德（-2.42亿元）、内蒙一机（-2.11亿元）。 ...

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]

登录新浪财经APP 搜索【信披】查看更多考评等级 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 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行了核查，并发函向控股股东及实际控制人就相 关事项进行了核实，现就有关情况说明如下： 1、经核查，公司、控股股东和实际控制人在股票异常波动期间不存在买卖公司股票的行为。 2、经自查，本公司前期所披露的信息，不存在需要更正、补充之处。 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 ...

（编辑 任世碧） 证券日报网讯 7月29日晚间，山河智能发布公告称，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%，属于股票交易异常波动的情况。经核实，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。 ...

（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%。（ ...