一、强势个股 截至7月29日收盘，上证综指上涨0.33%，收于3609.71点，深证成指上涨0.64%，收于11289.41点，创业 板指上涨1.86%，收于2406.59点。今日沪深两市A股共计48只涨停，综合当前连板数以及当日龙虎榜数 据，其中较为强势的前三只个股分别为：南方路机（603280）、山河智能（002097）与西藏天路 （600326）。今日强势个股前10位具体数据见下表： | 概念名称 | 涨跌幅(%) | 涨停成分股占比(%) | 上涨成分股占比(%) | 下跌成分股占比(%) | | --- | --- | --- | --- | --- | | CRO概念 | 4.0 | 4.48 | 91.04 | 8.96 | | 变组蛋白 | 29 | 1.96 | 80.39 | 17.65 | | 创新药 | 279 | 3.86 | 82.83 | 16.31 | | 减肥药 | 2.76 | 1.82 | 89.09 | 10.91 | | F5G概念 | 243 | 278 | 75.0 | 25.0 | | 细胞免疫治疗 | 2.42 | 1.69 | 71.19 | 27.12 | ...

沪指7月29日上涨0.33%，申万所属行业中，今日上涨的有16个，涨幅居前的行业为通信、钢铁，涨幅 分别为3.29%、2.59%。机械设备行业今日上涨0.17%。跌幅居前的行业为农林牧渔、银行，跌幅分别为 1.36%、1.19%。 资金面上看，两市主力资金全天净流出356.37亿元，今日有4个行业主力资金净流入，医药生物行业主 力资金净流入规模居首，该行业今日上涨2.06%，全天净流入资金29.96亿元，其次是钢铁行业，日涨幅 为2.59%，净流入资金为4.19亿元。 主力资金净流出的行业有27个，有色金属行业主力资金净流出规模居首，全天净流出资金44.34亿元， 其次是机械设备行业，净流出资金为37.92亿元，净流出资金较多的还有计算机、基础化工、非银金融 等行业。 机械设备行业今日上涨0.17%，全天主力资金净流出37.92亿元，该行业所属的个股共530只，今日上涨 的有194只，涨停的有6只；下跌的有321只。以资金流向数据进行统计，该行业资金净流入的个股有157 只，其中，净流入资金超5000万元的有8只，净流入资金居首的是三一重工，今日净流入资金1.14亿 元，紧随其后的是海昌新材、中控技术，净流入 ...

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 ...

超级水电概念短线拉升，西藏天路午后涨停，西宁特钢、山河智能此前涨停，深水规院涨超10%，基康 技术、高争民爆、保利联合（维权）、中钨高新等涨超5%。 ...

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 ...

Market Overview - The Shanghai Composite Index rose by 0.12% on July 28, with 15 out of the 28 sectors experiencing gains. The top-performing sectors were defense and military industry, and non-bank financials, with increases of 1.86% and 1.51% respectively. The machinery equipment sector saw a rise of 0.55%. Conversely, the coal and steel sectors faced declines of 2.60% and 1.41% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 18.575 billion yuan. Eight sectors saw net inflows, with the electronics sector leading at a net inflow of 3.655 billion yuan and a daily increase of 1.10%. The telecommunications sector followed with a net inflow of 2.848 billion yuan and a daily increase of 1.24% [1] - In contrast, 23 sectors experienced net outflows, with the computer sector leading at a net outflow of 6.892 billion yuan, followed by the non-ferrous metals sector with a net outflow of 3.254 billion yuan. Other sectors with significant outflows included machinery equipment, electric power equipment, and transportation [1] Machinery Equipment Sector Performance - The machinery equipment sector rose by 0.55% despite a net outflow of 2.095 billion yuan. Out of 530 stocks in this sector, 329 stocks increased, with 9 hitting the daily limit. Conversely, 182 stocks declined. A total of 183 stocks saw net inflows, with 6 stocks having inflows exceeding 100 million yuan. The top stock for net inflow was Shanhe Intelligent, with an inflow of 364 million yuan, followed by Shenkai Co. and Dongfang Precision, with inflows of 300 million yuan and 183 million yuan respectively [2] - The outflow list for the machinery equipment sector included 7 stocks with outflows exceeding 100 million yuan. The leading stock for outflow was Zhongtie Industrial, with a net outflow of 326 million yuan, followed by Tiejian Heavy Industry and Shanghai Mechanical, with outflows of 165 million yuan and 150 million yuan respectively [3]

Stock Performance - Copper Crown Copper Foil has seen a 20.00% increase over 3 days with a focus on copper-clad laminates [2] - Junya Technology debuted with a 10.01% rise, driven by PCB and smart driving technologies [2] - Xing Sen Technology also debuted with a 10.02% increase, attributed to RSW [2] - Fangbang Co. achieved a 20.01% increase, linked to copper foil production [2] - Dazhu CNC experienced a 19.99% rise, driven by PCB equipment [2] - Shen Nan Circuit debuted with a 10.00% increase, attributed to RSW [3] - Chip Qu Technology saw a 20.00% rise, linked to PCB and lithography machines [3] - Nanya New Materials experienced a 14.47% increase, driven by copper-clad laminates [3] Pharmaceutical Industry - The domestic innovative drug industry is expected to experience a significant sales surge and overseas revenue increase over the next two years, marking a pivotal point for the industry's profitability model [4] - Fengyuan Pharmaceutical debuted with a 9.97% increase, linked to the pharmaceutical sector [5] - Haisike saw a 10.00% rise, attributed to innovations in Tibetan medicine [5] - Yatai Pharmaceutical debuted with a 9.95% increase, focusing on innovative drugs [6] - Heng Rui Pharmaceutical achieved a 10.00% increase, driven by innovative drug developments [6] Engineering Machinery - A major investment of 1.2 trillion yuan in a super hydropower project was officially announced, boosting the engineering machinery sector [7] - Southern Road Machinery has seen a 10.01% increase over 6 days, attributed to engineering machinery and robotics [8] - Mountain River Intelligent experienced a 9.99% rise, linked to shield machines [8] Military Industry - The military sector is showing signs of performance improvement, with positive changes becoming more evident [9] - Boyun New Materials achieved a 10.00% increase over 6 days, linked to military and shield machinery [10] - Great Wall Electric saw a 10.05% rise, attributed to nuclear power and military applications [10] Robotics - The launch of the Unitree R1 humanoid robot, priced from 39,900 yuan, is expected to drive growth in the robotics sector [12] - Shenkai Co. debuted with a 9.96% increase, linked to robotics [13] - Tian Yong Intelligent saw a 9.99% rise, attributed to robotics [13] Digital Currency - The Hong Kong Stablecoin Regulation is set to take effect on August 1, which may impact the digital currency market [18] - Aoride achieved a 10.09% increase, linked to RWA and computational power [19] Agricultural Chemicals - The China Pesticide Industry Association announced a campaign to improve market order, expected to reduce competition by 2027 [20] - New Agricultural Co. saw a 10.03% increase over 2 days, linked to agricultural chemicals [21] - Hailier achieved a 9.99% rise, attributed to the agricultural sector [21] Cultural Media - The anti-war film "Nanjing Photo Studio" grossed 157 million yuan on its opening day, indicating strong market interest [22] - China Film saw a 10.04% increase, linked to the film industry [24] Sports Industry - The 2025 World Games will be held in Chengdu, China, focusing on non-Olympic sports [25] - Shuhua Sports debuted with a 10.05% increase, linked to fitness equipment [26] Water Conservancy - The announcement of a 1.2 trillion yuan investment in a super hydropower project is expected to boost the water conservancy sector [27] - Han Jian He Shan achieved a 10.08% increase over 6 days, linked to water conservancy [28]

山河智能再度涨停，6个交易日内录得5个涨停，累计涨幅为51.00%，累计换手率为80.80%。截至9:37， 该股今日成交量1.50亿股，成交金额17.64亿元，换手率13.98%。最新A股总市值达130.14亿元，A股流 通市值129.90亿元。 证券时报·数据宝统计，两融数据来看，该股最新（7月25日）两融余额为6.13亿元，其中，融资余额 6.11亿元，较前一个交易日增加1.23亿元，环比增长25.10%，近6日累计增加1.87亿元，环比增长 44.14%。 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%、日换手率达20%、日振幅值达 15%上榜龙虎榜2次，买卖居前营业部中，深股通累计净卖出615.35万元，营业部席位合计净卖出 3273.76万元。 4月26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15.13亿元，同比下降8.96%，实现 净利润0.32亿元，同比增长57.31%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.25 | -6. ...

暗盘资金一眼洞悉庄家意图>> 工程机械板块短线拉升，山河智能（002097）、南方路机（603280）涨停，拓山重工（001226）此前封 板,铁拓机械涨超10%，恒立钻具、永达股份（001239）、五新隧装、唯万密封（301161）、厦工股份 （600815）等跟涨。 ...