Market Overview - On August 5, the Shanghai Composite Index rose by 0.96%, the Shenzhen Component Index increased by 0.59%, and the ChiNext Index gained 0.39% [1] - A total of 48 stocks appeared on the "Dragon and Tiger List" due to significant trading activity, with the highest net inflow of funds recorded for Dongxin HePing (002017.SZ) at 207 million yuan [1][4] Stock Performance - Dongxin HePing saw a net buying amount of 207.41 million yuan, accounting for 6.69% of its total trading volume, and closed with a 10% increase and a turnover rate of 20.87% [2][4] - The stock with the highest net outflow was Shanhe Intelligent (002097.SZ), which experienced a net selling of 335 million yuan, representing 5.63% of its total trading volume, and closed up by 9.99% with a turnover rate of 34.24% [4][6] Institutional Activity - Institutions participated in 27 stocks on the Dragon and Tiger List, with a total net buying of 118 million yuan, net buying 12 stocks and net selling 15 stocks [6][12] - The stock with the highest institutional net buying was Dongjie Intelligent (300486.SZ), which closed up by 20.01% with a turnover rate of 33.66% [7] Northbound Capital - Northbound funds participated in 14 stocks on the Dragon and Tiger List, with a total net buying of 101 million yuan [10] - The highest net buying by northbound funds was also for Dongxin HePing, amounting to 93.36 million yuan, while the highest net selling was for Shanhe Intelligent at 110 million yuan [10][12] Joint Activity of Institutions and Northbound Funds - Both institutions and northbound funds jointly net bought stocks such as Aerospace Science and Technology and Yutian Guanjia, while they jointly net sold stocks including Guizhou Bailin and Shanhe Intelligent [12][14] - Discrepancies were noted in stocks like Longyang Electronics and Chenxin Pharmaceuticals, where institutions sold while northbound funds bought [12]

证券时报·数据宝统计显示，8月5日机构专用席位现身26只个股龙虎榜，合计净买入1.18亿元。为连续第 4日净买入。个股来看，净买入12只，净卖出14只。 8月5日沪指上涨0.96%，盘后龙虎榜数据显示，机构现身26只个股龙虎榜，净买入12只，净卖出14只。 深沪股通席位出现在14只个股龙虎榜。 新瀚新材，今日收盘涨停，全天换手率为34.85%，成交额为13.38亿元。因日收盘价涨幅达20.00%上榜 龙虎榜，前五大买卖营业部中有4家机构专用席位，为买一、买四、买五、卖四，合计净买入8480.39万 元。资金流向方面，该股全天资金净流入1.42亿元。 北方长龙，今日收盘上涨14.64%，全天换手率为67.52%，成交额为20.15亿元。因日换手率达67.52%上 榜龙虎榜，前五大买卖营业部中有5家机构专用席位，为买一、买二、买四、卖三、卖五，合计净买入 5200.10万元。资金流向方面，该股全天资金净流出6789.44万元。 从市场表现看，机构净买入个股今日平均上涨11.97%，涨幅强于沪指。东杰智能、新瀚新材等表现强 势，股价以涨停报收。通过对近一个月机构净买入个股进行回测发现，机构净买入个股次日上涨概率为 ...

山河智能在最新公告中表示，近期公司股价短期涨幅较大，已严重偏离大盘走势，存在市场情绪过热的情形，可能存在非理性交易行为，交易风险较大， 存在下跌的风险。截至2025年8月5日，公司市盈率为217.62倍，市净率为3.91倍，均高于工程机械行业水平。公司已连续多日发布股票交易异常波动公 告，特别提醒广大投资者注意二级市场交易风险，理性决策，审慎投资。 近期，不少投资者关注山河智能是否参与雅下水电项目建设。从山河智能在投资者互动平台上回复中可知，工程开工仪式现场有一台超深振冲钻机为山河 智能研制的设备，该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设备，不会直接参与业主方的项目招标。"公司属于设备 供应商，未来将会积极参与水电站建设施工单位的设备采购竞标。"山河智能回复称。 8月5日，山河智能发布公告称，公司股票价格连续3个交易日收盘价格涨幅偏离值累计达到 28.01%，属于股票交易异常波动的情况。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。 记者注意到，7月21日以来的12个交易日中，山河智能有8个交易日涨停 ...

Summary of Key Points Core Viewpoint - On August 5th, a total of 34 stocks were involved with institutional investors, with 18 showing net buying and 16 showing net selling [1] Institutional Buying - The top three stocks with the highest net buying by institutions were: - Dongjie Intelligent: Net buying amount of 209 million [1] - Xinhang New Materials: Net buying amount of 84.8 million [1] - Gongchuang Turf: Net buying amount of 63.12 million [1] Institutional Selling - The top three stocks with the highest net selling by institutions were: - Anglikang: Net outflow amount of 116 million [1] - Chenxin Pharmaceutical: Net outflow amount of 74.22 million [1] - Shanhe Intelligent: Net outflow amount of 51.28 million [1]

Market Overview - A-shares' three major indices collectively rose on August 5, with the Shanghai Composite Index returning above 3600 points [1] - The majority of industry sectors experienced gains, particularly in communication equipment, consumer electronics, plastic products, insurance, automotive parts, banking, transportation equipment, and wind power equipment [1] Capital Flow - The net outflow of main funds in the Shanghai and Shenzhen markets reached 12.523 billion yuan for the day [1] - Six industries saw net inflows, with the communication industry leading at 1.722 billion yuan, followed by non-bank financials (866 million yuan), non-ferrous metals (292 million yuan), construction decoration (222 million yuan), real estate (187 million yuan), and home appliances (51 million yuan) [1] - The pharmaceutical and biological industry had the highest net outflow, totaling 4.245 billion yuan, followed by machinery equipment and computer industries, each exceeding 2 billion yuan [1] Notable Stocks - Dongxin Peace (002017) saw a net inflow of 500 million yuan, with a daily increase of 10% [4] - Innovation Medical (002173) experienced a net inflow of 474 million yuan, also rising by 10% [4] - The digital currency concept stock Dongxin Peace attracted 500 million yuan in main fund purchases, focusing on enhancing "digital identity+" applications [2] - Innovation Medical's stock surged due to the support of new pricing mechanisms for innovative drugs and medical devices, particularly in the brain-computer interface sector [3] Tail-End Capital Movement - At the end of the trading day, the main funds saw a net inflow of 666 million yuan, with non-bank financials, media, banking, computing, and automotive industries receiving over 100 million yuan each [5] - Notable stocks with significant tail-end inflows included Dongxin Peace and Daily Interaction, each exceeding 100 million yuan [7][8] Major Outflows - The stocks with the highest net outflows included Shanhai Intelligent (002097) and Hanyu Pharmaceutical (300199), with outflows of 978 million yuan and 935 million yuan, respectively [6] - Other companies with significant outflows included Xingsen Technology, Aileda, Jianghai Co., and Aerospace Electronics [5]

8月5日，上证指数早盘高开高走，午后持续上扬，再度站上3600点；深证成指早盘冲高回落，午后震荡 上扬；创业板指早盘冲高回落，午后探底回升；科创50指数早盘窄幅震荡，午后震荡回升。截至收盘， 上证指数报3617.60点，涨0.96%，成交额6563.83亿元；深证成指报11106.96点，涨0.59%，成交额 9396.98亿元；创业板指报2343.38点，涨0.39%，成交额4784.81亿元；科创50指数报1053.65点，涨 0.4%，成交额268.02亿元。沪深两市合计成交15960.81亿元，成交额较上一交易日增加975.3亿元。 银行、保险等行业走强 *ST亚振5连板 盘面上来看，行业板块、概念涨多跌少。其中，银行、保险、钢铁、传媒、通信、证券、汽车、房地产 等行业涨幅靠前；PEEK材料、铜缆高速连接、人脑工程、空间站、3D玻璃、复合集流体、液冷、轮毂 电机、汽车热管理等概念走势活跃。玻璃玻纤、珠宝首饰、生物制品等行业跌幅居前；重组蛋白、肝 炎、智谱AI、创新药、财税数字化等概念走势较弱。涨停个股主要集中在机械设备、汽车、通信、化 工、医药生物等行业。 个股涨跌情况，截至收盘，沪深两市合计3767 ...

Market Performance - A-shares saw a collective rise on August 5, with the Shanghai Composite Index returning above 3600 points, closing up 0.96% at 3617.60 points [1] - The Shenzhen Component Index rose 0.59% to close at 11106.96 points, while the ChiNext Index increased by 0.39% to 2343.38 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 15,961 billion yuan, an increase of 975 billion yuan compared to the previous day [1] Sector Performance - Most industry sectors experienced gains, with notable increases in communication equipment, consumer electronics, plastic products, insurance, automotive parts, banking, transportation equipment, and wind power equipment [1] - The PEEK materials sector surged over 4%, driven by its advantages in humanoid robots, including weight reduction and durability [2] - The consumer electronics sector also performed strongly, with EssilorLuxottica reporting a more than twofold increase in sales of smart glasses in collaboration with Meta [2] Company Highlights - Hunan Tianyan, a company specializing in engine components, saw its stock hit the limit up, with a reported net profit of 882,600 yuan and a year-on-year growth rate of 40.44% [3] - The company is recognized as one of the earliest manufacturers of automotive turbochargers in China and has achieved full coverage of the National VI platform for its valve products [3] - Hunan Tianyan is also making strides in new energy vehicles, with breakthroughs in electronic water pumps and turbocharger electronic actuators, establishing a dual-driven market structure [3]

山河智能公告称，公司股票价格连续三个交易日收盘价格涨幅偏离值累计达到28.01%，属于股票交易 异常波动情况。公司目前经营情况正常，近期经营情况及内外部经营环境未发生重大变化，不存在应披 露而未披露的重大事项。公司提醒广大投资者注意二级市场交易风险，理性决策，审慎投资。 ...

证券代码：002097 证券简称：山河智能 公告编号：2025-039 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。 重要提示： 1、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） 股票价格连续 3 个交易日（2025 年 8 月 1 日、2025 年 8 月 4 日、2025 年 8 月 5 日） 收盘价格涨幅偏离值累计达到 28.01%（超过 20％），根据深圳证券交易所相关规 定，属于股票交易异常波动的情况。 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。 3、近期，公司股价短期涨幅较大，已严重偏离大盘走势，存在市场情绪过热 的情形，可能存在非理性交易行为，交易风险较大，存在下跌的风险。截至 2025 年 8 月 5 日，公司市盈率为 217.62 倍，市净率为 3.91 倍，均高于工程机械行业水 平。公司已连续多日发布股票交易异常波动公告，特别提醒广大投资者注意二级市 场交易风险，理性决策，审 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月5日｜山河智能(002097.SZ)今日涨停两连板，换手率34.24%，成交额59.44亿元。龙虎榜数据 显示，深股通买入6115万元，卖出1.71亿元，净卖出1.1亿元；华鑫证券上海光复路位列卖二席位，净卖 出1.47亿元；一家机构位列卖三席位，净卖出5128万元。上榜席位全天买入3.37亿元，卖出6.72亿元， 合计净卖出3.35亿元。(格隆汇) (责任编辑：宋政 HN002) ...