北纬科技今日下跌9.70%，全天换手率37.51%，成交额22.23亿元，振幅7.98%。龙虎榜数据显示，机构 净卖出1.00亿元，营业部席位合计净买入1012.38万元。 深交所公开信息显示，当日该股因日换手率达37.51%、日跌幅偏离值达-9.81%上榜，机构专用席位净卖 出1.00亿元。 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4.20亿元，其中，买入成交额为1.65亿 元，卖出成交额为2.55亿元，合计净卖出9009.02万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买一、卖一、卖二、卖三、卖四，合 计买入金额5388.40万元，卖出金额1.54亿元，合计净卖出1.00亿元。 近半年该股累计上榜龙虎榜10次，上榜次日股价平均涨3.61%，上榜后5日平均涨14.22%。 资金流向方面，今日该股主力资金净流出3.22亿元，其中，特大单净流出2.05亿元，大单资金净流出 1.18亿元。近5日主力资金净流出6.82亿元。（数据宝） 北纬科技8月19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 | | --- | --- | --- | - ...

证券之星消息，8月19日通信服务板块较上一交易日下跌0.98%，北纬科技领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。通信服务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) | | | --- | --- | --- | --- | --- | --- | --- | | 300211 | *ST亿通 | 9.60 | 7.62% | 17.94万 | | 1.67亿 | | 301382 | 蜂助手 | 37.25 | 3.59% | 26.58万 | | 9.78亿 | | 300603 | 立昂技术 | 13.04 | 3.57% | 64.09万 | | 8.49亿 | | 300292 | 皇通控股 | 5.27 | 3.13% | 1 99.59万 | | 5.22亿 | | 300513 | 恒实科技 | 9.48 | 2.05% | 14.86万 | | 1.40亿 | | 300597 | 吉大通信 | 10.17 | 1.70% | 8.42万 | | 8512.10万 | | ...

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 | | ...

北纬科技8月15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 | 机构专用 | 5024.97 | 1872.80 | | 买二 | 广发证券股份有限公司厦门环岛东路证券营业部 | 4047.79 | 0.80 | | 买三 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 2950.05 | 3465.52 | | 买四 | 国信证券股份有限公司浙江互联网分公司 | 2916.43 | 3873.30 | | 买五 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 2769.68 | 2885.77 | | 卖一 | 国信证券股份有限公司浙江互联网分公司 | 2916.43 | 3873.30 | | 卖二 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 2950.05 | 3465.52 | | 卖三 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 2527.14 | 3161.27 | | 卖四 | 东方财富证券股份有限公司拉萨 ...

证券之星消息，8月15日通信服务板块较上一交易日上涨0.01%，北纬科技领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。通信服务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) | | --- | --- | --- | --- | --- | --- | | 601728 | 中国电信 | 7.32 | -1.08% | 195.90万 | 14.38亿 | | 300959 | 线上线下 | 47.95 | -0.77% | 3.95万 | 1.89亿 | | 600941 | 中国移动 | 108.33 | -0.44% | 13.35万 | 14.47亿 | | 603559 | ST通脉 | 8.41 | 0.00% | 1.20万 | 1012.82万 | | 300025 | 华昌创业 | 6.97 | 0.14% | 16.33万 | 1.14亿 | | 002544 | 普天科技 | 24.28 | 0.25% | 13.54万 | 3.29亿 | | 600050 | 中国联通 | ...

8月14日沪指下跌0.46%，盘后龙虎榜数据显示，机构现身23只个股龙虎榜，净买入11只，净卖出12 只。深沪股通席位出现在17只个股龙虎榜。 证券时报·数据宝统计显示，8月14日机构专用席位现身23只个股龙虎榜，合计净买入2908.74万元。个股 来看，净买入11只，净卖出12只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是有方科技，该股今日收盘涨停，全天换手率为14.30%，成交额为8.95 亿元。因日收盘价涨幅达20.01%上榜龙虎榜，前五大买卖营业部中有2家机构专用席位，为买一、买 四，合计净买入7631.92万元。资金流向方面，该股全天资金净流入8382.63万元。 创新医疗，今日收盘涨停，全天换手率为25.73%，成交额为26.09亿元。因日涨幅偏离值达11.20%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、买五、卖一、卖三，合计净买入 7235.47万元。资金流向方面，该股全天资金净流入1.30亿元。 南模生物，今日收盘上涨16.20%，全天换手率为5.87%，成交额为2.62亿元。因日收盘价涨幅达16.20% 上榜龙虎榜，前五大买卖营业部中有1家机构专用席位，为 ...

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]

Group 1 - The low-altitude economy concept saw a significant decline in the afternoon, with companies like Beiwai Technology and Huajian Group dropping over 9% [1] - Other companies such as Feiwo Technology and Koweier also experienced declines, indicating a broader trend in the sector [1]

本文源自：金融界 作者：金股通 | 截至8月14日午间收盘，主力资金流出前20的股票分别为：长城军工（-13.09亿元）、中国长城（-13.05 | | --- | | 亿元）、航天科技（-7.20亿元）、内蒙一机（-6.05亿元）、海立股份（-5.98亿元）、东山精密（-5.76 | | 亿元）、工业富联（-4.80亿元）、光库科技（-4.55亿元）、吉视传媒（-4.50亿元）、杭钢股份（-4.23 | | 亿元）、福日电子（-4.19亿元）、沪电股份（-3.99亿元）、东方精工（-3.92亿元）、中际旭创（-3.91 | | 亿元）、中兵红箭（-3.91亿元）、上海电气（-3.89亿元）、天齐锂业（-3.85亿元）、每日互动（-3.83 | | 亿元）、北纬科技（-3.79亿元）、张江高科（-3.61亿元）。 | ...