当天机构净买入前三的股票分别是腾龙股份、大智慧、南风股份，净买入金额分别是3.44亿元、3.42亿 元、1.84亿元。 当天机构净卖出前三的股票分别是北纬科技、航天科技、中恒电气，净流出金额分别是1亿元、9848万 元、9671万元。 | | 龙虎榜 08.19 | | | --- | --- | --- | | 证券简称 | 目 涨跌幅 | 机构净买入 (万元) | | 腾龙股份 | 10.02% | 34355.42 | | 大智慧 | 8.59% | 34235.93 | | 南风股份 | 13.72% | 18404.93 | | 电子城 | 9.99% | 17946.77 | | 科泰电源 | 10.32% | 16935.77 | | 川润股份 | 10.01% | 16682.26 | | 华正新材 | 10.01% | 12285.38 | | 华胜天成 | 10.01% | 11863.71 | | 华宏科技 | 9.99% | 9477.28 | | 中科海讯 | 20.00% | 9399.34 | | 广东建科 | 19.99% | 8647.85 | | 横河精密 | 7.58% ...

Investment Rating - The report maintains a "Recommended" rating for the telecommunications industry, considering the sustained high prosperity of the sector driven by AI, 5.5G, and satellite communications [2][5]. Core Insights - The overall market performance for the week of August 11-17, 2025, saw the Shanghai Composite Index rise by 1.70%, the Shenzhen Component Index by 4.55%, and the ChiNext Index by 8.58%. The telecommunications sector, represented by the Shenwan Communications Index, increased by 7.66% during the same period [2][11]. - Within the telecommunications sector, the highest increase was observed in the communication network equipment and devices sub-sector, which rose by 12.40%. In contrast, the communication engineering and services sub-sector had the lowest increase at 1.22% [2][14]. - Notable individual stock performances included Hengbao Co., which surged by 49.23%, followed by Guangku Technology at 48.90% and Beiwai Technology at 41.12% [2][16]. Summary by Sections Market Overview - The telecommunications sector experienced a significant increase in stock prices, with the Shenwan Communications Index rising by 7.66% during the week [11]. - The sub-sector of communication network equipment and devices led the gains with a 12.40% increase, while communication engineering and services saw a modest rise of 1.22% [14]. Notable Developments - The successful launch of the GW 08 satellite constellation on August 9, 2025, marked a significant advancement in satellite internet capabilities, focusing on applications such as intelligent connected vehicles and marine fisheries [18]. - ZTE Corporation and China Mobile achieved a global first by completing a real-world verification of a single-core hollow fiber with a transmission capacity of 114.9Tb/s, showcasing advancements in optical communication technology [20][21]. - Lumentum reported a substantial increase in revenue driven by AI-related services, with a 55.9% year-over-year growth in the fourth fiscal quarter [22][23]. Future Focus Areas - The report suggests focusing on the computing power industry chain and satellite internet as key areas for investment [3].

| 卖四 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 2284.26 | 2897.28 | | --- | --- | --- | --- | | | 部 | | | | 卖五 | 东方财富证券股份有限公司拉萨东环路第二证券营业 | 2848.85 | 2755.51 | 近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨5.28%，上榜后5日平均涨22.64%。 资金流向方面，今日该股主力资金净流出7636.61万元，其中，特大单净流出2004.11万元，大单资金净 流出5632.50万元。近5日主力资金净流出3.88亿元。 融资融券数据显示，该股最新（8月15日）两融余额为2.67亿元，其中，融资余额为2.67亿元，融券余额 为0.13万元。近5日融资余额合计增加430.49万元，增幅为1.64%，融券余额合计增加389.00元，增幅 41.12%。（数据宝） 北纬科技8月18日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 9780.77 | 5234.08 | | ...

Group 1 - The stock of Beiwai Technology increased by 1.90% with a turnover rate of 54.67% and a trading volume of 2.981 billion yuan, showing a volatility of 19.26% for the day [2] - Institutional investors net sold 80.023 million yuan, while the total net selling by brokerage seats amounted to 96.345 million yuan [2] - The stock has appeared on the Dragon and Tiger list seven times in the past six months, with an average price increase of 5.54% the day after being listed and an average increase of 21.76% over the following five days [3] Group 2 - The main capital outflow for the stock today was 401 million yuan, with a large single outflow of 245 million yuan and a big single outflow of 157 million yuan [3] - The top five brokerage seats accounted for a total transaction volume of 573 million yuan, with a buying amount of 198 million yuan and a selling amount of 375 million yuan, resulting in a net selling of 176 million yuan [2][3] - Specific brokerage seats involved in trading included multiple branches of Dongfang Caifu Securities and Guotai Junan Securities, with significant net selling from institutional specialized seats [3]

低空经济概念午后跌幅扩大，北纬科技、华建集团跌超9%，飞沃科技、科威尔等跟跌。 ...

Core Viewpoint - The company, Beiwai Technology, has reported significant stock price fluctuations but asserts that there are no undisclosed major issues affecting its operations or stock price [2][3]. Group 1: Stock Performance - Beiwai Technology's stock price has increased by 91.18% year-to-date, with a notable surge since August 4, achieving seven out of eight trading days with price limits [3]. - From August 11 to 13, the stock experienced a cumulative price deviation exceeding 20%, indicating abnormal trading activity [2]. Group 2: Financial Performance - The company anticipates a revenue of between 19.2 million and 19.6 million yuan for the first half of the year, representing a year-on-year growth of 45.3% to 48.4% [3]. - The net profit attributable to shareholders is projected to be a loss of 2.65 million to 3.45 million yuan, contrasting with a profit of 10.6 million yuan in the same period last year [3]. - Basic earnings per share are expected to be a loss of 0.0047 to 0.0061 yuan, compared to a profit of 0.0189 yuan per share in the previous year [3]. Group 3: Business Operations - Beiwai Technology's main business includes IoT applications, mobile communication, mobile gaming, and the Beiwai mobile internet industrial park [3]. - The company is currently preparing its 2025 semi-annual report, scheduled for release on August 22, 2025 [3]. - The company has been optimizing its technology and service capabilities while increasing marketing efforts, which has led to a temporary net loss due to the accounting treatment of promotional expenses and stock compensation [3].

证券代码：002148 证券简称：北纬科技 编号：2025-025 3、公司目前经营情况正常，内外部经营环境未发生重大变化。 北京北纬通信科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动情况 北京北纬通信科技股份有限公司（证券简称：北纬科技，证券代码：002148， 以下简称"公司"）股票于 2025 年 8 月 11 日、2025 年 8 月 12 日、2025 年 8 月 13 日连续三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》的有关规定，属于股票交易异常波动情况。 二、对重要问题的关注、核实相关情况说明 针对公司股票异常波动，公司对有关事项进行了核查，并询问了公司控股股 东及实际控制人，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 1、经自查，公司不存在违反信息公平披露的情形。 2、公司于 2025 年 7 月 11 日披露了《2025 年半年度业绩预 ...

Group 1 - The communication services sector increased by 0.34% on August 13, with Beiwai Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] - Beiwai Technology's stock price rose by 10.04% to 12.60, with a trading volume of 2.2279 million shares and a transaction value of 2.699 billion yuan [1] Group 2 - The communication services sector experienced a net outflow of 115 million yuan from institutional funds and a net outflow of 239 million yuan from retail funds, while retail investors saw a net inflow of 354 million yuan [2] - The stock of Hengxin Oriental fell by 18.83% to 5.82, with a trading volume of 1.521 million shares and a transaction value of 888 million yuan [2] - Other notable declines included Century Dingli down 2.64% and Yuandao Communication down 2.38% [2]

Group 1 - The market focus stocks include Jishi Media, which opened high at 9.79% after achieving five consecutive trading days of gains [1] - Robotics concept stock Beiwai Technology opened flat, while Feiyada opened high at 2.57% after three consecutive trading days of gains [1] - Local Xinjiang stock Hongtong Gas opened high at 4.95% after five consecutive trading days of gains, and Beixin Road and Bridge opened high at 0.54% [1] Group 2 - The consumer electronics sector saw Furi Electronics open high at 1.15% after five consecutive trading days of gains [1] - In the chip industry chain, Haili Co. opened high at 2.31% after four consecutive trading days of gains, while Wantong Development opened low at 0.87% [1] - In the computing power industry chain, Huasheng Tiancai opened high at 2.94% after three consecutive trading days of gains, and Tongzhou Electronics reached a limit-up in bidding [1] Group 3 - Brain-computer interface concept stock Innovation Medical opened high at 2.53% after three consecutive trading days of gains [1]

（文章来源：每日经济新闻） 每经AI快讯，今日共51股涨停，连板股总数19只，22股封板未遂，封板率为70%（不含ST股、退市 股）。焦点股方面，继昨日上演"准地天板"后，北纬科技今日再度涨停走出7天6板；新疆本地股持续活 跃，洪通燃气6天5板，新疆交建、北新路桥等晋级3连板；吉视传媒录得4连板，成为市场高度板。 ...