Core Insights - The liquid cooling server concept has seen a rise of 1.86%, leading the sector in gains, with 56 stocks increasing in value, including notable performers like Siquan New Materials, which hit a 20% limit up [1][2]. Group 1: Market Performance - The liquid cooling server sector outperformed other concepts, with a 1.86% increase, while sectors like special steel and low-radiation glass saw declines of -3.20% and -3.07% respectively [2]. - Major gainers in the liquid cooling server sector included Siquan New Materials (+20%), Dayuan Pump Industry (+10.02%), and Yingweike (+10.01%) [1][4]. - Conversely, stocks such as Shuangliang Energy and Luxshare Precision experienced significant declines of -4.13% and -2.94% respectively [1][8]. Group 2: Capital Inflows - The liquid cooling server sector attracted a net inflow of 4.768 billion yuan, with 51 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows [2]. - Shenzhou Digital led the inflow with 862.425 million yuan, followed by Industrial Fulian and Inspur Information with inflows of 593.857 million yuan and 569.683 million yuan respectively [3][4]. - The top three stocks by net inflow ratio were Chuanrun Co. (43.55%), Yingweike (37.56%), and Ice Wheel Environment (20.93%) [3][4].

作者：金股通 截至7月31日收盘回顾，主力资金流入前20的股票分别为：三六零（11.33亿元）、易点天下（8.89亿 元）、用友网络（8.81亿元）、诺德股份（8.05亿元）、神州数码（7.60亿元）、天风证券（7.20亿 元）、长城军工（6.84亿元）、剑桥科技（6.81亿元）、拓维信息（6.16亿元）、寒武纪U（5.79亿 元）、利欧股份（5.47亿元）、XD工业富（5.43亿元）、浪潮信息（5.03亿元）、长盈精密（4.92亿 元）、川润股份（4.51亿元）、南兴股份（4.20亿元）、安科生物（4.03亿元）、农业银行（3.73亿 元）、昆仑万维（3.65亿元）、华胜天成（2.85亿元）。 本文源自：金融界 ...

| 000820 | *ST节能 | 3.70 | 2.42 | 2.75 | 2.80 | 1.71 | | --- | --- | --- | --- | --- | --- | --- | | 301191 | 菲菱科 | 2.33 | 9.17 | 90.19 | 91.69 | 1.66 | | | 思 | | | | | | | 000681 | 视觉中 国 | 5.38 | 11.45 | 21.38 | 21.73 | 1.62 | | 002230 | 科大讯 飞 | 1.59 | 2.03 | 48.41 | 49.18 | 1.58 | | 300115 | 长盈精 密 | 9.87 | 13.64 | 22.57 | 22.93 | 1.58 | | 688766 | 普冉股 份 | 3.1 1 | 5.06 | 68.97 | 70.04 | 1.55 | | 688152 | 麒麟信 安 | 3.92 | 7.78 | 46.19 | 46.88 | 1.50 | | 301210 | 金杨股 份 | 2.69 | 13.61 | 42.18 | 42.80 | 1.46 | | ...

Group 1: Market Performance - The CSI Hong Kong-Shenzhen Game and Cultural Media Index (931580) rose by 1.18% as of July 31, 2025, with notable gains from Kuaishou-W (01024) up 8.63%, BlueFocus (300058) up 7.35%, and Liou Co. (002131) up 7.03% [1] - The Game Media ETF (517770) increased by 0.99%, with the latest price at 1.13 yuan [1] Group 2: Company Listings and Valuations - AI application design collaboration platform Figma is set to go public on July 31, raising its IPO price range to $30-32 per share, aiming for a valuation of approximately $18.8 billion [1] - Figma's projected revenues for 2024 and Q1 2025 are $74.9 million and $22.8 million, respectively, reflecting year-on-year growth of 48% and 46% [1] Group 3: AI Industry Insights - The WAIC conference in 2025 highlighted the broader application of AI, showing significant improvements in implementation and commercialization [2] - The domestic AI industry is expected to experience a spiral upward trend, with specific sectors like imaging and cross-border e-commerce likely to benefit directly from AI advancements [2] Group 4: Index Composition - As of June 30, 2025, the top ten weighted stocks in the CSI Hong Kong-Shenzhen Game and Cultural Media Index accounted for 51.85% of the index, including Kuaishou-W (01024), Tencent Holdings (00700), and Bilibili-W (09626) [3] - The top ten stocks by weight are as follows: Kuaishou-W (9.53%), Tencent Holdings (9.28%), and others with varying weights [4]

Market Overview - The Shanghai Composite Index closed at 3591.26 points, above the six-month moving average, with a decline of 0.68% [1] - The total trading volume of A-shares reached 1,157.80 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 71 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Xinzhisoft (10.41%) - Youkede (9.31%) - Liou Co., Ltd. (5.61%) [1] Detailed Stock Performance - The following stocks showed notable performance: - Xinzhisoft: Today's change of +10.80%, turnover rate of 6.99%, latest price at 23.49 yuan [1] - Youkede: Today's change of +9.71%, turnover rate of 12.23%, latest price at 27.22 yuan [1] - Liou Co., Ltd.: Today's change of +6.49%, turnover rate of 13.11%, latest price at 3.94 yuan [1] - Other stocks with positive performance include: - Xiangxin Technology (+7.21%) - Hand Information (+5.39%) - Yimikang (+6.87%) [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that just crossed the six-month line include: - Dongsoft Carrier - Naxin Micro - Zhongke Jiangnan [1]

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]

7月31日，利欧股份盘中上涨6.49%，截至10:48，报3.94元/股，成交20.54亿元，换手率9.14%，总市值 266.81亿元。 截至3月31日，利欧股份股东户数56.84万，人均流通股1.03万股。 资料显示，利欧集团股份有限公司位于浙江省温岭市滨海镇利欧路1号，公司主要从事机械制造和数字 传播两大业务，其中机械制造业务主要产品应用于民用给排水、农业灌溉、水务工程等关键领域，而数 字传播业务则致力于提供包括数字策略和数据、数字创意、数字媒体等在内的"数字化商业转型"解决方 案。公司是国家级高新技术企业，拥有国家认定的企业技术中心，并在北京、深圳、广州、南京设有分 支机构。 2025年1月-3月，利欧股份实现营业收入47.59亿元，同比减少1.69%；归属净利润1.08亿元，同比增长 145.39%。 ...

Core Points - The AMAC Leasing Business Index (AMAC Business, H30037) decreased by 0.32% to 3186.16 points, with a trading volume of 21.302 billion [1] - Over the past month, the AMAC Leasing Business Index has increased by 5.51%, 12.42% over the last three months, and 12.57% year-to-date [1] - The index is based on the classification of industries as per the guidelines from the China Securities Association, comprising 43 industry classification indices [1] Index Holdings - The top ten holdings of the AMAC Leasing Business Index are: Focus Media (14.13%), China Duty Free Group (11.99%), Small Commodity City (11.19%), LEO Group (4.73%), BlueFocus Communication Group (4.39%), Hainan Huatian (3.42%), Jianfa Group (3.37%), Bohai Leasing (2.99%), Province Advertising Group (2.54%), and Xiamen International Trade (1.8%) [1] - The market share of the AMAC Leasing Business Index is 58.17% from the Shenzhen Stock Exchange and 41.83% from the Shanghai Stock Exchange [1] Industry Composition - The industry composition of the AMAC Leasing Business Index shows that industrial sector accounts for 42.88%, communication services for 38.31%, consumer discretionary for 15.69%, real estate for 1.81%, and information technology for 1.32% [2]

Core Points - The China Securities Media Index (CSI Media Index) reported a value of 2551.87 points, showing a low opening and a high closing on July 24 [1] - The CSI Media Index has increased by 5.60% over the past month, 9.27% over the past three months, and 10.86% year-to-date [2] Index Composition - The CSI Media Index is composed of various sectors categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [2] - The top ten weighted stocks in the CSI Media Index include: - Focus Media (8.9%) - Giant Network (3.81%) - Kaiying Network (3.68%) - Yanshan Technology (3.66%) - Kunlun Wanwei (3.47%) - Light Media (3.26%) - 37 Interactive Entertainment (3.06%) - Leo Group (2.92%) - Shenzhou Taiyue (2.82%) - BlueFocus Communication Group (2.65%) [2] Market Distribution - The market distribution of the CSI Media Index shows that the Shenzhen Stock Exchange accounts for 76.67%, while the Shanghai Stock Exchange accounts for 23.33% [2] Sector Breakdown - The sector composition of the CSI Media Index is as follows: - Gaming: 27.64% - Digital Marketing: 17.77% - Film and Animation: 12.15% - Other Advertising Marketing: 11.07% - Publishing: 10.75% - Broadcasting and Television: 7.52% - Interactive Media: 3.86% - Graphic Media: 3.67% - Other Digital Media: 3.66% - Video Media: 1.91% [3] Index Adjustment - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to significant events affecting sample companies [3]

Core Viewpoint - Liou Co., Ltd. is planning to list H-shares on the Hong Kong Stock Exchange to enhance its global strategy and overseas financing capabilities [1][2] Group 1: Company Overview - Liou Co., Ltd. specializes in machinery manufacturing and digital marketing, with significant growth in overseas revenue [1] - In 2024, the company achieved overseas revenue of 2.266 billion yuan, a year-on-year increase of 53.9%, with overseas revenue accounting for 10.7% of total revenue [2] Group 2: Financial Performance - The company expects a net profit attributable to shareholders of 350 million to 450 million yuan in the first half of 2025, marking a significant turnaround from a loss of 744 million yuan in the same period last year [5] - The net profit fluctuations from 2020 to 2024 were largely influenced by the company's investment in Li Auto, with net profits of 4.772 billion yuan in 2020 and a loss of 1.259 billion yuan in 2024 [4] Group 3: Investment and Financing - Since its IPO in 2007, the company has conducted nine equity financing activities, raising a total of 6 billion yuan [3] - The last equity financing occurred in 2016, raising 415 million yuan, while the largest financing was 1.789 billion yuan in 2015 [3] Group 4: Market Trends - There has been a surge in A-share listed companies pursuing IPOs in Hong Kong, with 12 companies successfully listing in 2025 [2] - The recent increase in Hong Kong IPOs is attributed to supportive policies from the China Securities Regulatory Commission and the Hong Kong Stock Exchange [2]