Core Insights - The article highlights the top 20 stocks with significant capital inflow as of July 31, with Tianfeng Securities leading at 787 million yuan [1] Group 1: Capital Inflow - Tianfeng Securities received an inflow of 787 million yuan [1] - Nord Shares followed with an inflow of 743 million yuan [1] - Yidian Tianxia attracted 700 million yuan in capital [1] - Yongyou Network saw an inflow of 679 million yuan [1] - 360 Technology had an inflow of 668 million yuan [1] - Cambridge Technology received 645 million yuan [1] - Inspur Information attracted 603 million yuan [1] - XD Industrial Wealth saw an inflow of 590 million yuan [1] - Leo Holdings received 566 million yuan [1] - Changying Precision attracted 514 million yuan [1] - Tianfu Communication saw an inflow of 432 million yuan [1] - Cambrian AI received 415 million yuan [1] - Great Wall Military Industry attracted 405 million yuan [1] - Nanxing Shares saw an inflow of 338 million yuan [1] - Kunlun Wanwei received 303 million yuan [1] - Zhongji Xuchuang attracted 299 million yuan [1] - Shenghong Technology saw an inflow of 294 million yuan [1] - Hengbao Shares received 292 million yuan [1] - BlueFocus Communication attracted 271 million yuan [1] - Jiechang Drive saw an inflow of 249 million yuan [1]

格隆汇7月30日｜恒宝股份(002104.SZ)今日跌7.83%，换手率30.29%，成交额36.61亿元。龙虎榜数据显 示，深股通买入8255万元，卖出1.99亿元，净卖出1.17亿元；三家机构买入2784万元，卖出1.42亿元， 净卖出1.14亿元。(格隆汇) | 买入企画最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 变易营业部名称 | | | 买人全慧(万) | 占总成交比例 | 是出会额(万) | 品菌成交比例 | 净县(万)0 | | 深胶通专用 | | 494 45.34% | 0 | 8254.78 | 2 25% | 19930 74 | 5.44% | -11675.98 | | 2 | 国信证券股份有限公司浙江互联网分公司 | 252次 30.16% | . | 4532 16 | 1.24% | 2499 32 | 0.68% | 2032.84 | | 3- | 东方财富运券股份有限公司拉萨全联盟用环路证券 | 741次 31.58% | - | 3765 ...

恒宝股份今日下跌7.83%，全天换手率30.29%，成交额36.61亿元，振幅9.54%。龙虎榜数据显示，机构 净卖出1.14亿元，深股通净卖出1.17亿元，营业部席位合计净买入2965.54万元。 恒宝股份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 | 8254.76 | 19930.74 | | 买二 | 国信证券股份有限公司浙江互联网分公司 | 4532.16 | 2499.32 | | 买三 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 | 3765.83 | 3388.98 | | | 部 | | | | 买四 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 3511.35 | 2934.82 | | 买五 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 3264.71 | 3285.38 | | 卖一 | 深股通专用 | 8254.76 | 19930.74 | | 卖二 | 机构专用 | 171.04 | ...

格隆汇7月30日｜恒宝股份(002104)(002104.SZ)今日跌7.83%，换手率30.29%，成交额36.61亿元。龙虎 榜数据显示，深股通买入8255万元，卖出1.99亿元，净卖出1.17亿元；三家机构买入2784万元，卖出 1.42亿元，净卖出1.14亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 去出金额(万) | 占总成交比例 | 净额(万)2 | | 1 | 深殿通专用 | 494次 45.34% | 0 | 8254.76 | 2.25% | 19930.74 | 5.44% | -11675.98 | | 2 | oney.com 国信证券股份有限公司浙江互联网分公司 | 252次 30.16% | ▶ | 4532.16 | 1.24% | 2499.32 | 0.68% | 2032.84 | | 3 | 东方财富证券股份有限公司 拉萨金融城南环路证券营业部 | ...

Market Overview - The digital economy sector experienced a decline of 1.51% on July 30, with Guotou Intelligent leading the drop [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Top Performers in Digital Economy Sector - Nanfang Road Machinery (603280) closed at 49.87, up 9.99% with a trading volume of 133,000 shares and a transaction value of 636 million [1] - Dongjie Intelligent (300486) closed at 11.05, up 9.19% with a trading volume of 526,600 shares and a transaction value of 573 million [1] - Yue Media (002181) closed at 7.57, up 5.73% with a trading volume of 1,624,000 shares and a transaction value of 1.199 billion [1] Underperformers in Digital Economy Sector - Guotou Intelligent (300188) closed at 17.75, down 9.67% with a trading volume of 1,006,600 shares and a transaction value of 1.824 billion [2] - Tianyang Technology (300872) closed at 25.36, down 8.41% with a trading volume of 690,800 shares and a transaction value of 1.796 billion [2] - Sifang Jingchuang (300468) closed at 40.88, down 7.95% with a trading volume of 878,400 shares and a transaction value of 3.674 billion [2] Capital Flow Analysis - The digital economy sector saw a net outflow of 12.407 billion from main funds, while retail investors contributed a net inflow of 10.382 billion [2] - Speculative funds recorded a net inflow of 2.025 billion [2] Individual Stock Capital Flow - Shenzhou Taiyue (300002) had a main fund net inflow of 2.72 billion, but a net outflow from speculative and retail investors [3] - Zhongwen Online (300364) experienced a main fund net inflow of 2.45 billion, with significant outflows from both speculative and retail investors [3] - Nanfang Road Machinery (002757) saw a main fund net inflow of 107 million, while speculative and retail investors had outflows [3]

Market Performance - The electronic ID concept sector declined by 2.82%, ranking among the top losers in the market, with Dongxin Peace hitting the daily limit down [1] - Among the stocks in this sector, the largest declines were seen in Hengbao Co., Guotou Intelligent, and Chutianlong, while only two stocks, Yuanwanggu and Tuolisi, experienced gains of 1.02% and 0.21% respectively [1] Capital Flow - The electronic ID concept sector saw a net outflow of 2.412 billion yuan, with 35 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 100 million yuan [2] - Hengbao Co. led the outflows with a net outflow of 565.39 million yuan, followed by Dongxin Peace, New Guodu, and Jingbeifang with outflows of 365.14 million yuan, 224.62 million yuan, and 219.04 million yuan respectively [2][3] Stock Performance - The stocks with the highest net outflows in the electronic ID sector included Hengbao Co. (-7.83%), Dongxin Peace (-10.00%), and New Guodu (-4.79%) [3] - Conversely, the stocks with the highest net inflows were Guoxin Technology, Tuolisi, and Dongfang Guoxin, with inflows of 20.74 million yuan, 18.26 million yuan, and 6.68 million yuan respectively [2][4]

Concept Performance - The top-performing concept sectors today include Combustible Ice (+3.07%), Artemisinin (+2.33%), and Dairy Industry (+1.84%) [1] - The worst-performing sectors include Electronic ID (-2.82%), Digital Currency (-2.81%), and Mobile Payment (-2.56%) [1] Capital Flow Analysis - The Mobile Payment sector experienced a net outflow of 5.154 billion yuan, with 64 stocks seeing outflows, and 16 stocks with outflows exceeding 100 million yuan [1] - The stocks with the highest net outflows include Hengbao Co. (-7.83%), Changliang Technology (-6.80%), and Eastcompeace (-10.00%) [1][2][3] - The stocks with the highest net inflows include China Unicom (+0.28%), Guanghong Technology (+2.29%), and Shunluo Electronics (+0.28%) [1][5] Stock Performance - Within the Mobile Payment concept, stocks such as Dongxin Peace and Hengbao Co. saw significant declines, with Dongxin Peace hitting the limit down [2][3] - Among the stocks that increased in value, Guanghong Technology led with a rise of 2.29%, followed by Tianmai Technology and Suzhou Bank, both up by 1.28% [2][5]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600570 | 恒生电子 | -2.17 | 9.66 | -107510.15 | | 000617 | 中油资本 | -7.98 | 3.55 | -70910.31 | | 300468 | 四方精创 | -7.95 | 16.58 | -67501.80 | | 002104 | 恒宝股份 | -7.83 | 30.29 | -56538.92 | | 300348 | 长亮科技 | -6.80 | 12.34 | -37522.25 | | 300773 | 拉卡拉 | -6.22 | 9.26 | -36712.52 | | 002017 | 东信和平 | -10.00 | 22.83 | -36451.44 | | 300872 | 天阳科技 | -8.41 | 16.37 | -34358.82 | | 600446 | 金证股份 | -6.68 | 8.06 | -29654.87 | | 300180 | 华峰超纤 | -3.8 ...

从资金流向上来看，当日通信设备板块主力资金净流出37.88亿元，游资资金净流入3.14亿元，散户资金 净流入34.73亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002017 | 东信和平 | 24.39 | -10.00% | 132.46万 | 33.27 Z | | 002104 | 恒宝股份 | 19.77 | -7.83% | 181.65万 | 36.61亿 | | 688313 | 仕佳光子 | 61.80 | -7.60% | 51.54万 | 31.41亿 | | 003040 | 楚大龙 | 23.10 | -7.49% | 47.11万 | 11.22亿 | | 000851 | *ST高鸿 | 2.03 | -5.14% | 67.53万 | 1.39 Z | | 688143 | 长雷通 | 41.66 | -4.05% | 2.23万 | 9338.85万 | | 300698 | 万马科技 | 43.02 | -3.63% ...

盘面上，三胎板块震荡走强，贝因美、泰慕士等涨停封板。影视院线全线走强，幸福蓝海20CM涨停，金逸影视、慈文传 媒涨停封板。电池板块调整，信宇人跌超7%。数字货币板块走弱，东信和平跌停，恒宝股份跌超8%。多元金融板块震荡调 整，南华期货、中油资本跌超7%。 板块题材上，三胎、影视院线板块走高，电池、数字货币、多元金融板块调整。 A股三大指数涨跌不一，截至收盘，沪指涨0.17%，深成指跌0.77%，创业板指跌1.62%，北证50指数跌1.75%，沪深京三市 成交额18710亿元，较上日放量417亿元。两市超3500只个股下跌。 ...