沪指8月7日上涨0.16%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为有色金属、美容护 理，涨幅分别为1.20%、0.99%。跌幅居前的行业为医药生物、电力设备，跌幅分别为0.92%、0.74%。 医药生物行业位居今日跌幅榜首位。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 688166 | 博瑞医药 | -5.70 | 3.89 | 23275.85 | | 002173 | 创新医疗 | 10.01 | 30.10 | 22618.18 | | 000710 | 贝瑞基因 | 5.26 | 23.64 | 20015.67 | | 300289 | 利德曼 | 20.02 | 21.71 | 17141.65 | | 002022 | 科华生物 | 9.96 | 12.63 | 15290.70 | | 300981 | 中红医疗 | 19.99 | 8.06 | 11833.89 | | 300760 | 迈瑞医疗 | 1.09 | 0.60 | 11395.45 | | 00 ...

证券之星消息，截至2025年8月7日收盘，创新医疗(002173)报收于17.47元，上涨10.01%，涨停，换手率 30.1%，成交量125.3万手，成交额20.5亿元。 8月7日的资金流向数据方面，主力资金净流入1.88亿元，占总成交额9.15%，游资资金净流出1.2亿元， 占总成交额5.84%，散户资金净流出6795.37万元，占总成交额3.32%。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净流入 游资净占比 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-07 | 17.47 10.01% | | 1.88亿 | 9.15% | -1.20亿 | -5.84% | -6795.37万 | -3.32% | | 2025-08-06 | 15.88 | -2.16% | -1.65 亿 | -9.77% | -4099.22万 | -2.43% | 2.06亿 | 12.20% | | 2025-08-05 | 16.23 10.0 ...

8月6日，医疗服务行业下跌0.87%，今日主力资金流出7.97亿元，成分股7只上涨，36只下跌。 序号代码名称最新价涨跌幅主力净流入主力净占比1603108润达医疗19.575.12.12亿元15.64%2002044美 年健康5.31.538366.88万元11.17%3301293三博脑科51.930.58963.33万元1.41%4301201诚达药业27.68- 0.5505.89万元3.28%5000516国际医学5.41-0.73502.98万元3.93%6002172澳洋健康4.25-0.23487.96万元 2.51%7688246嘉和美康37.48-2.12448.98万元1.2%8002219新里程2.16-0.92386.77万元2.71%9603259药明 康德93.580.31305.84万元0.06%10002524光正眼科4.67-2.1171.98万元2.63% 来源：金融界 主力资金净流出居前的分别为创新医疗（1.65亿元）、昭衍新药（1.48亿元）、睿智医药（1.04亿 元）、康龙化成（9277.26万元）、爱尔眼科（8286.05万元）。 ...

Core Viewpoint - As of August 6, 2025, Innovation Medical (002173) closed at 15.88 yuan, down 2.16%, with a turnover rate of 25.49% and a trading volume of 1.0611 million hands, resulting in a transaction amount of 1.688 billion yuan [1] Group 1: Financial Performance - The company reported a main revenue of 193 million yuan for Q1 2025, a year-on-year decrease of 3.98% [3] - The net profit attributable to shareholders was -13.9374 million yuan, a year-on-year decline of 368.03% [3] - The company’s gross profit margin stood at 8.96%, significantly lower than the industry average of 34.85% [3] Group 2: Market Position and Ratios - The total market value of Innovation Medical is 7.008 billion yuan, compared to the industry average of 19.625 billion yuan, ranking 21 out of 42 in the industry [3] - The price-to-earnings ratio (P/E) is -125.7, while the industry average is 28.51 [3] - The return on equity (ROE) is -0.79%, ranking 34 out of 42 in the industry [3] Group 3: Capital Flow Analysis - On August 6, 2025, the net outflow of main funds was 165 million yuan, accounting for 9.77% of the total transaction amount [2] - Retail investors saw a net inflow of 206 million yuan, representing 12.2% of the total transaction amount [1][2] - Over the past five days, the stock has experienced fluctuations in capital flow, with notable net inflows and outflows from different investor categories [2]

8月5日，脑机接口概念热度依旧，创新医疗涨停，翔宇医疗涨超10%，爱朋医疗、倍益康、伟思医疗、 三博脑科等快速跟涨。消息面上，苹果公司正在与脑机接口公司合作开发"使用大脑信号操纵苹果设 备"的技术标准。8月4日公布的一段展示视频，首次演示了这项技术的进展。演示视频显示，一位渐冻 症患者通过脑机设备成功实现用意念控制iPad操作，并展现应用脑机接口使用"快捷指令"等操作。 本文源自：金融界 开源证券研究所表示，2025年3月脑机接口技术首次被国家医保局设立为独立收费项目，侵入式脑机接 口置入费/侵入式脑机接口取出费/非侵入式脑机接口适配费价格分别为6552/3139/966元/次，随后湖北省 医保局发布全国首个脑机接口医疗服务价格，填补脑机接口医疗服务的价格空白，有望加快落地脑机接 口落地运用。看好政策和技术共振下脑机接口投资机会。 东吴证券研究所表示，根据《脑机接口技术发展现状及未来展望》，到2030年全球脑机接口市场规模将 达到约70亿美元，2025至2030年CAGR达到16.4%，近两年脑机领域投融资也有明显增加。国内脑机市 场规模占比近年来持续提升，2023年国内脑机市场规模达到17.3亿元，占全球市 ...

Group 1: Communication Equipment - Dongxin Peace has a net buying amount of 207 million, indicating significant institutional interest with a turnover rate of 20.87% and a transaction volume of 1.8 billion [3] - The breakthrough in large-scale array technology by ZTE Corporation has secured its position in the 6G standard, contributing to a 1.75% increase in the communication equipment index [3] - Dongxin Peace, as a leader in smart cards, is deeply integrated with operators' 5G-A construction, with expectations of at least doubling its performance upon the commercial rollout of 6G [3] Group 2: Medical Services - Innovation Medical has a net buying amount of 200 million, with a 10% increase and a 25% turnover rate, indicating a robust exchange of shares [3] - The approval of the second-class certification for the Bolein brain-machine upper limb exoskeleton rehabilitation device is set to tap into the billion-dollar home rehabilitation market [3] - With over 380 million people aged 60 and above in China, the demand for rehabilitation services is expected to grow by 15% annually, positioning the company for long-term benefits despite a previous loss of 34.29 million [3] Group 3: Automation Equipment - Aerospace Science and Technology has seen foreign capital increase by 52.74 million, driven by two main factors: a recovery in orders and foreign exchange gains [3] - The company is projected to turn a profit of 12.27 million in 2024 after a loss of 14.6 million in 2023, indicating a clear turnaround strategy [3] - The push for smart vehicles by policy support is expected to enhance the company's valuation recovery [5] Group 4: Foreign Capital Adjustment - Zhongyida has attracted 49.68 million from the Shanghai Stock Connect, focusing on phosphate chemical production for new energy battery materials, showcasing a strong technical barrier [4] - Aerospace Science and Technology's foreign capital increase reflects a strategic focus on leading technologies in the automotive sector, with 76% of its revenue coming from overseas [4] - The national equipment update fund of 10 billion is now in place, with over 30% penetration in intelligent transformation [4]

Market Overview - A-shares' three major indices collectively rose on August 5, with the Shanghai Composite Index returning above 3600 points [1] - The majority of industry sectors experienced gains, particularly in communication equipment, consumer electronics, plastic products, insurance, automotive parts, banking, transportation equipment, and wind power equipment [1] Capital Flow - The net outflow of main funds in the Shanghai and Shenzhen markets reached 12.523 billion yuan for the day [1] - Six industries saw net inflows, with the communication industry leading at 1.722 billion yuan, followed by non-bank financials (866 million yuan), non-ferrous metals (292 million yuan), construction decoration (222 million yuan), real estate (187 million yuan), and home appliances (51 million yuan) [1] - The pharmaceutical and biological industry had the highest net outflow, totaling 4.245 billion yuan, followed by machinery equipment and computer industries, each exceeding 2 billion yuan [1] Notable Stocks - Dongxin Peace (002017) saw a net inflow of 500 million yuan, with a daily increase of 10% [4] - Innovation Medical (002173) experienced a net inflow of 474 million yuan, also rising by 10% [4] - The digital currency concept stock Dongxin Peace attracted 500 million yuan in main fund purchases, focusing on enhancing "digital identity+" applications [2] - Innovation Medical's stock surged due to the support of new pricing mechanisms for innovative drugs and medical devices, particularly in the brain-computer interface sector [3] Tail-End Capital Movement - At the end of the trading day, the main funds saw a net inflow of 666 million yuan, with non-bank financials, media, banking, computing, and automotive industries receiving over 100 million yuan each [5] - Notable stocks with significant tail-end inflows included Dongxin Peace and Daily Interaction, each exceeding 100 million yuan [7][8] Major Outflows - The stocks with the highest net outflows included Shanhai Intelligent (002097) and Hanyu Pharmaceutical (300199), with outflows of 978 million yuan and 935 million yuan, respectively [6] - Other companies with significant outflows included Xingsen Technology, Aileda, Jianghai Co., and Aerospace Electronics [5]

Company Overview - As of August 5, 2025, the stock price of Innovation Medical is reported at 16.23 yuan, an increase of 1.48 yuan from the previous trading day [1] - The opening price for the day was 14.96 yuan, with a highest price of 16.23 yuan and a lowest price of 14.75 yuan [1] - The trading volume reached 1,050,309 hands, with a total transaction amount of 1.637 billion yuan [1] - The company is primarily engaged in medical services and is registered in Zhejiang Province [1] Market Activity - On that day, there was a net inflow of large orders amounting to 481 million yuan for Innovation Medical, ranking it among the top in the Shanghai and Shenzhen stock markets [1] - In contrast, the overall pharmaceutical and biotechnology industry is experiencing a trend of capital outflow, with a net outflow of large orders totaling 3.362 billion yuan [1]

8月5日，上证指数早盘高开高走，午后持续上扬，再度站上3600点；深证成指早盘冲高回落，午后震荡 上扬；创业板指早盘冲高回落，午后探底回升；科创50指数早盘窄幅震荡，午后震荡回升。截至收盘， 上证指数报3617.60点，涨0.96%，成交额6563.83亿元；深证成指报11106.96点，涨0.59%，成交额 9396.98亿元；创业板指报2343.38点，涨0.39%，成交额4784.81亿元；科创50指数报1053.65点，涨 0.4%，成交额268.02亿元。沪深两市合计成交15960.81亿元，成交额较上一交易日增加975.3亿元。 银行、保险等行业走强 *ST亚振5连板 盘面上来看，行业板块、概念涨多跌少。其中，银行、保险、钢铁、传媒、通信、证券、汽车、房地产 等行业涨幅靠前；PEEK材料、铜缆高速连接、人脑工程、空间站、3D玻璃、复合集流体、液冷、轮毂 电机、汽车热管理等概念走势活跃。玻璃玻纤、珠宝首饰、生物制品等行业跌幅居前；重组蛋白、肝 炎、智谱AI、创新药、财税数字化等概念走势较弱。涨停个股主要集中在机械设备、汽车、通信、化 工、医药生物等行业。 个股涨跌情况，截至收盘，沪深两市合计3767 ...

两市全天特大单净流出25.96亿元，其中26股特大单净流入超2亿元，张江高科特大单净流入6.44亿元， 特大单净流入资金居首。 特大单净流入资金排名 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 600895 | 张江高科 | 34.17 | 6.28 | 6.44 | 房地产 | | 002017 | 东信和平 | 27.16 | 10.00 | 5.77 | 通信 | | 002173 | 创新医疗 | 16.23 | 10.03 | 4.81 | 医药生物 | | 300308 | 中际旭创 | 210.92 | 1.20 | 4.24 | 通信 | | 600698 | 湖南天雁 | 11.89 | 9.99 | 3.80 | 汽车 | | 600519 | 贵州茅台 | 1427.74 | 0.62 | 3.47 | 食品饮料 | | 600255 | 鑫科材料 | 3.89 | 8.06 | 3.41 | 有色金属 | | 300059 | 东方财富 | 23.63 | ...