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。 ...

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]