沪深两市数据显示，8月4日，融资净买入前十的股票分别为：工业富联（3.15亿元）、捷佳伟创（2.74 亿元）、寒武纪（2.57亿元）、太辰光（2.49亿元）、新易盛（2.27亿元）、鼎捷数智（1.95亿元）、中 国平安（1.84亿元）、中金黄金（1.62亿元）、建设工业（1.60亿元）、赛腾股份（1.54亿元）。 ...

Market Overview - On August 4, the Shanghai Composite Index rose by 0.66%, the Shenzhen Component Index increased by 0.46%, and the ChiNext Index gained 0.5% [1] - A total of 49 stocks appeared on the daily trading list, with the highest net inflow of funds into Hanyu Pharmaceutical (300199.SZ), amounting to 545 million yuan [1] Stock Performance - Hanyu Pharmaceutical saw a net buying of 545 million yuan, accounting for 11.63% of the total trading volume, and closed up by 19.98% with a turnover rate of 29.65% [1] - The stock with the highest net outflow was Giant Network (002558.SZ), which experienced a net selling of 207 million yuan, representing 9.15% of the total trading volume, and closed up by 9.99% with a turnover rate of 4.52% [2][4] Institutional Activity - Institutions were active in 30 stocks on the trading list, with a total net buying of 255 million yuan, net buying 17 stocks and net selling 13 stocks [4] - The stock with the highest institutional net buying was Construction Industry (002265.SZ), which closed up by 9.99% with a turnover rate of 20.51% [5] Northbound Capital Flow - Northbound capital participated in 13 stocks on the trading list, with a total net buying of 404 million yuan [8] - The highest net buying from northbound capital was also in Hanyu Pharmaceutical, amounting to 233 million yuan, while the highest net selling was in Giant Network, totaling 176 million yuan [8] Divergence in Institutional and Northbound Capital - There was a divergence in the trading of Hanyu Pharmaceutical and Jianghai Co., with institutions net selling Hanyu Pharmaceutical by 3.46 million yuan while northbound capital net bought 233 million yuan [10] - For Jianghai Co., institutions net sold 71.12 million yuan while northbound capital net bought 31.32 million yuan [10]

国防军工、机械设备行业主力资金净流入居前。 A股三大指数今日（8月4日）集体收涨，行业板块多数收涨，航天航空、贵金属、电机、仪器仪表、通 用设备、珠宝首饰、船舶制造、汽车零部件、塑料制品板块涨幅居前；商业百货、保险板块跌幅居前。 从今日主力资金情况来看，沪深两市全天主力资金净流出38.69亿元。13个行业主力资金净流入，其中 国防军工、机械设备行业主力资金净流入均超20亿元，远超其他行业；家用电器、电力设备、银行、有 色金属行业主力资金净流入均超3亿元；汽车、交通运输行业主力资金净流入均超1亿元。 18个主力资金净流出行业中，计算机、电子行业主力资金净流出金额居前，分别为31.68亿元、19.73亿 元；通信、社会服务行业主力资金净流出金额均超8亿元，建筑装饰、医药生物、商贸零售行业主力资 金净流出均超6亿元。 11股获主力资金净流入均超3亿元 从个股看，73股主力资金净流入均超1亿元，11股获主力资金净流入均超3亿元。 6股尾盘主力资金净流入均超1亿元 据数据宝统计，尾盘沪深两市主力资金净流入33.73亿元。机械设备、电子行业尾盘均获主力资金抢筹 超7亿元；通信、医药生物、家用电器、电力设备行业尾盘净流入金 ...

Market Overview - On August 4, the market saw a significant rise with all three major indices closing in the green, over 3,800 stocks rising, and more than 1,300 stocks declining [1] - A total of 69 stocks hit the daily limit up, while 6 stocks hit the limit down [1] High-Performing Stocks - Victory Energy achieved a limit up for four consecutive days, while Lideman, involved in a merger and restructuring, saw a 20% limit up for three consecutive days [3][4] - The military industry sector had nearly 20 stocks hitting limit up or rising over 10%, with notable performances from Wanze Shares and Great Wall Military [3] - The robotics sector also experienced a rebound, with Zhongma Transmission and Dongjie Intelligent showing strong performances [3] Stock Performance Data - Victory Energy (Code: 001331) recorded a 10.01% increase, with a trading volume of 6.0748 billion [4] - Dongxin Co. (Code: 688110) saw a 20% increase, with a trading volume of 5.667 billion [4] - Lideman (Code: 300289) achieved a 20% increase, with a trading volume of 1.588 billion [4] Top Trading Stocks - The top net buying stocks on the day included Hanyu Pharmaceutical, Construction Industry, and Longcheng Military, with net purchases of 5.45 billion, 4.57 billion, and 4.45 billion respectively [5][6] - The top net selling stocks included Giant Network, Asia-Pacific Pharmaceutical, and Tibet Tianlu, with net sales of 2.07 billion, 1.93 billion, and 1.78 billion respectively [7] Sector Highlights - Hanyu Pharmaceutical is collaborating with a well-known cryptocurrency exchange, marking a significant move in the pharmaceutical industry by tokenizing future revenue rights [10][12] - The company is advancing its innovative weight-loss drug project, with various formulations under development [12] - Construction Industry, involved in military restructuring, also saw significant trading activity, with a trading volume of 3.249 billion [13][16] Institutional Activity - Institutions showed strong interest in Hanyu Pharmaceutical and Construction Industry, with net purchases of 2.33 billion and 2.17 billion respectively [20] - Conversely, institutions sold off shares in Giant Network and Asia-Pacific Pharmaceutical, with net sales of 1.76 billion and 1.25 billion respectively [20]

深交所公开信息显示，当日该股因日涨幅偏离值达9.22%上榜，机构专用席位净买入1.41亿元，深股通 净买入2.17亿元。 建设工业今日涨停，全天换手率20.51%，成交额32.49亿元，振幅8.08%。龙虎榜数据显示，机构净买入 1.41亿元，深股通净买入2.17亿元，营业部席位合计净买入9971.03万元。 资金流向方面，今日该股主力资金净流入6.50亿元，其中，特大单净流入5.72亿元，大单资金净流入 7795.45万元。近5日主力资金净流出7.35亿元。 融资融券数据显示，该股最新（8月1日）两融余额为5.05亿元，其中，融资余额为5.04亿元，融券余额 为105.10万元。近5日融资余额合计减少3.01亿元，降幅为37.38%，融券余额合计减少6.29万元，降幅 5.64%。（数据宝） 建设工业8月4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 | 深股通专用 | 24034.92 | 2337.69 | | 买二 | 机构专用 | 9972.14 | 397.49 | | 买三 | 国投 ...

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 | | --- | --- | --- | --- | --- | --- | | 300199 | 翰宇药业 | 24.32 | 19.98 | 7.60 | 医药生物 | | 601606 | 长城军工 | 38.83 | 10.00 | 6.55 | 国防军工 | | 002265 | 建设工业 | 40.28 | 9.99 | 5.72 | 汽车 | | 002097 | 山河智能 | 15.61 | 10.01 | 5.17 | 机械设备 | | 600879 | 航天电子 | 10.79 | 9.99 | 5.11 | 国防军工 | | 300002 | 神州泰岳 | 13.72 | 8.63 | 4.46 | 传媒 | | 601328 | 交通银行 | 7.66 | 0.66 | 4.43 | 银行 | | 688041 | 海光信息 | 142.58 | 3.51 | 4.24 | 电子 | | 600203 | 福日电子 | 11.73 | 10.04 | 3.66 | 电子 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月4日｜建设工业(002265.SZ)今日涨停，换手率20.51%，成交额32.49亿元。龙虎榜数据显示， 深股通买入2.4亿元，卖出2338万元，净买入2.17亿元；两家机构买入1.46亿元，卖出569.3万元，净买入 1.41亿元；游资"方新侠"位列买五席位，净买入4015万元。上榜席位全天买入5.95亿元，卖出1.38亿 元，合计净买入4.57亿元。(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 | 卖出金额(万) | 占总成交比例 | 净额(万)0 | | 1 | 深股通专用 | 518次 45.56 ...

Market Overview - On August 4, the state-owned enterprise reform sector rose by 0.37% compared to the previous trading day, with Dongjie Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Top Gainers in State-Owned Enterprise Reform Sector - Dongjie Intelligent (300486) closed at 66.91, with a gain of 19.99% and a trading volume of 487,500 shares, amounting to a transaction value of 803 million yuan [1] - Feile Audio (600651) closed at 6.12, up 10.07%, with a trading volume of 1,221,200 shares and a transaction value of 724 million yuan [1] - Great Wall Electric (600192) closed at 10.86, gaining 10.03%, with a trading volume of 437,300 shares and a transaction value of 465 million yuan [1] - Other notable gainers include Guojijinggong (002046), Changcheng Military Industry (601606), and Construction Industry (002265), all showing gains around 10% [1] Top Losers in the Market - Shili Monitoring (300528) saw a decline of 11.33%, closing at 18.93, with a trading volume of 723,800 shares and a transaction value of 1.411 billion yuan [2] - Zhonghua Equipment (600579) fell by 9.18%, closing at 9.10, with a trading volume of 572,500 shares and a transaction value of 527 million yuan [2] - Shanghai Film (601595) decreased by 7.87%, closing at 36.39, with a trading volume of 352,400 shares and a transaction value of 1.299 billion yuan [2] Capital Flow Analysis - On the same day, the state-owned enterprise reform sector experienced a net inflow of 400 million yuan from institutional investors, while retail investors saw a net inflow of 1.119 billion yuan [2] - However, speculative funds recorded a net outflow of 1.518 billion yuan [2] Individual Stock Capital Flow - Construction Industry (002265) had a net inflow of 716 million yuan from institutional investors, while it faced a net outflow of 342 million yuan from speculative funds [3] - Changcheng Military Industry (601606) saw a net inflow of 547 million yuan from institutional investors, with a net outflow of 292 million yuan from speculative funds [3] - Aerospace Electronics (600879) recorded a net inflow of 459 million yuan from institutional investors, but faced a net outflow of 233 million yuan from speculative funds [3]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase of 5.68%, leading the concept sector in terms of growth [1][2] - Within the military equipment restructuring concept, seven stocks experienced gains, with notable performances from Changcheng Military Industry and Construction Industry, both hitting the daily limit, and Huachuang Technology, Hunan Tianyan, and Zhongguang Optical also showing strong increases of 5.87%, 5.67%, and 5.00% respectively [1][2] Group 2 - The military equipment restructuring concept received a net inflow of 1.401 billion yuan from main funds today, with seven stocks attracting this inflow [2][3] - The top three stocks by net inflow were Construction Industry with 650 million yuan, Changcheng Military Industry with 618 million yuan, and Zhongguang Optical with approximately 40 million yuan [2][3] - The net inflow ratios for the leading stocks were 20.01% for Construction Industry, 17.68% for Changcheng Military Industry, and 8.47% for Huachuang Technology [3]

格隆汇8月4日｜建设工业(002265.SZ)今日涨停，换手率20.51%，成交额32.49亿元。龙虎榜数据显示，深股通买入2.4亿元，卖出2338万元，净买入2.17亿 元；两家机构买入1.46亿元，卖出569.3万元，净买入1.41亿元；游资"方新侠"位列买五席位，净买入4015万元。上榜席位全天买入5.95亿元，卖出1.38亿 元，合计净买入4.57亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买人金额(万) | 占总成交比例 | | 1 | 深股通专用 | 518次 45.56% | 2 | 24034.92 | 7.40% | | 2 机构专用 | | 1454次 42.85% | A | 9972.14 | 3.07% | | 3 | 国投证券股份有限公司西安朱雀大街证券营业部 | 16次 25.00% | ▶ | 9871.42 | 3.04% | | 4 机构专用 | | 1454次 42.85% | A | 4658.40 | 1.43% | | 5 | ...