Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) Qingdao Refining and Chemical Company has successfully supplied over 1,000 tons of fuel cell hydrogen, marking a significant advancement in the large-scale application of hydrogen energy in Qingdao [1] Group 1: Hydrogen Supply and Production - The company initiated a hydrogen energy bus demonstration line in January 2021, but faced challenges due to a lack of local hydrogen resources, requiring transportation from over 300 kilometers away [1] - To address the "hydrogen shortage" issue, the company developed a chemical refining method for hydrogen production, producing the first fuel cell hydrogen in Shandong province in August 2021, with an output of 22 tons that year [1] - From January to July of this year, the company has produced 246 tons of hydrogen, surpassing the total expected output for the entire year of 2024 [1] - Currently, the company produces approximately 1,500 kilograms of fuel cell hydrogen daily, making it the leading hydrogen supplier in the Jiaodong Peninsula region and the first petrochemical enterprise in China to independently build and operate a public hydrogen refueling station [1] Group 2: Carbon Neutrality and Future Plans - The company has constructed the first "carbon-neutral" hydrogen refueling station in the country within its hydrogen "production-research-integration" demonstration park [2] - The refueling station utilizes virtual hydrogen storage technology, reducing energy consumption by over 50%, with electricity sourced from a zero-carbon floating photovoltaic power station [2] - Future plans include the establishment of an industrial-scale seawater hydrogen production demonstration project and upgrading the existing refueling station to become the first seawater hydrogen refueling station in the country [2]

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 【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 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 873690 | 捷众科技 | 1 | 18.62 | 20.45亿 | 74.98 | | 301357 | 北方长龙 | 1 | 12.31 | 123亿 | 287.82 | | 601606 | 长城车工 | 1 | 9.99 | 309亿 | 263.18 | | 000901 | 航天科技 | 1 | 9.62 | 116亿 | 32.91 | | 836247 | 华密新材 | 1 | 8.72 | 36.16亿 | 44.40 | | 688788 | 科思科技 | 1 | 8.62 | 124亿 | 270.39 | | 300490 | 华自科技 | | 8.62 | 41.70亿 | ...

个股方面，8月4日有1999只个股获融资净买入，净买入金额在3000万元以上的有163股。其中，21股获 融资净买入额超1亿元。工业富联获融资净买入额居首，净买入3.15亿元；融资净买入金额居前的还有 捷佳伟创、寒武纪、太辰光、新易盛、鼎捷数智、中国平安、中金黄金、建设工业等，净买入额分别为 2.74亿元、2.57亿元、2.49亿元、2.27亿元、1.95亿元、1.84亿元、1.62亿元、1.6亿元。 Wind统计显示，8月4日，申万31个一级行业中有26个行业获融资净买入，其中，医药生物行业获融资 净买入额居首，当日净买入13.67亿元；获融资净买入居前的行业还有机械设备、电力设备、电子、通 信、有色金属、计算机等，净买入金额分别为12.28亿元、10.43亿元、10.4亿元、7.99亿元、6.71亿元、 6.25亿元。 ...

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 ...