8月4日，市场一路走高，三大指数全线收红，超3800只个股上涨，1300多只个股下跌，69只个股涨停，6只个股跌停。 高位股上，胜通能源一字涨停晋级4连板，并购重组的利德曼20CM3连板，山河智能11天7板再创历史新高，东芯股份反包涨停走出20CM5天3板。 军工板块近20股涨停或涨超10%，万泽股份2连板，长城军工3天2板，北方长龙20CM涨停再创历史新高。 机器人板块连续反弹，中马传动4天3板，东杰智能20CM2连板。 | 名称 | 代码 | | 几天儿板 价格 | 涨幅% | 换手率 涨停分析 | 成交额 | 首次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 001331 | | 胜通能源 | 4连板 15.39 | +10.01% | 5.59% LNG+燃气+海外合作 | 6074.80 - | 09:25:00 | | വ 688110 | | 东芯股份 | 5天3板 68.88 | +20.00% | 19.75% 砺算科技+存储芯片+存算联- | 56.67亿 | 10:42:21 | | 3 | 601089 | 福 ...

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]

截至8月4日收盘，兵装重组概念上涨5.68%，位居概念板块涨幅第1，板块内，7股上涨，长城军工、建 设工业等涨停，华强科技、湖南天雁、中光学等涨幅居前，分别上涨5.87%、5.67%、5.00%。 今日涨跌幅居前的概念板块 （文章来源：证券时报网） 资金流入比率方面，建设工业、长城军工、华强科技等流入比率居前，主力资金净流入率分别为 20.01%、17.68%、8.47%。（数据宝） 兵装重组概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002265 | 建设工 业 | 9.99 | 20.51 | 65013.15 | 20.01 | | 601606 | 长城军 工 | 10.00 | 12.68 | 61825.23 | 17.68 | | 002189 | 中光学 | 5.00 | 8.64 | 3996.84 | 6.68 | | 688151 | 华强科 技 | 5.87 | 4.60 | ...

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 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 836871 | 派特尔 | 18.03 | -4.50% | 3.47万 | 6270.12万 | | | 603922 | 全鸡顺 | 21.40 | -4.12% | 16.87万 | | 3.51 Z | | 605255 | 天普股份 | 24.92 | -3.04% | 5.27万 | | 1.31亿 | | 603121 | 华培动力 | 22.08 | -2.04% | 8.59万 | | 1.89亿 | | 832978 | 开特股份 | 22.96 | -1.03% | 1.70万 | 3892.44万 | | | 920106 | 林泰新材 | 95.18 | -0.94% | 6045.56 | 5769.16万 | | | 603409 | 汇通控股 | 36.26 | -0.93% | 3.27万 | | 1.18亿 | | 002537 | 海联金汇 | 9.34 | -0.85% | 44.59万 | ...

Market Performance - The three major indices showed strength, with the Shanghai Composite Index rising by 0.66%, the Shenzhen Component Index increasing by 0.46%, the ChiNext Index up by 0.5%, and the STAR Market 50 Index gaining 1.22% [2][3] - Over 3,700 stocks in the two markets experienced an increase, with a total trading volume of approximately 1.50 trillion yuan [4] Military Industry - The military sector performed exceptionally well, with notable stock increases: North China Long Dragon (301357.SZ) up by 20%, Construction Industry (002265.SZ) up by 10%, and others like China Marine Defense (600764.SH) and North Navigation (600435.SH) also rising [5] - CITIC Securities indicated that the fundamentals of the military sector are beginning to recover, with catalysts expected to continue delivering results into the first half of 2025, suggesting a turning point in performance and ongoing investment value [5] Gold Sector - The gold sector rebounded as international gold prices strengthened, with stocks like Chifeng Jilong Gold Mining (600988.SH) and Shandong Gold (600547.SH) seeing significant gains [6][7] - The U.S. Labor Department reported that non-farm payrolls increased by only 73,000 in July, significantly below the market expectation of 110,000, leading to heightened expectations for interest rate cuts and supporting gold prices [7] Robotics and AI Sector - The humanoid robot concept gained traction, with stocks such as Wuzhou New Spring (603667.SH) rising by 10% and Changsheng Bearing (300718.SZ) increasing by 8.88% [8] - The World Artificial Intelligence Conference (WAIC) in 2025 will showcase over 150 humanoid robots, emphasizing the integration of AI with the real economy, which is expected to drive growth in this sector [8] - The State Council approved the "AI+" action plan, promoting the development of intelligent products, indicating a potential for explosive growth in companies deeply involved in AI technologies [8] Declining Sectors - Some sectors, including photovoltaic and film industries, saw declines, with stocks like Happiness Blue Ocean (300528.SZ) dropping over 11% and Shanghai Film (601595.SH) falling by 7.87% [9]

涨停股中，*ST亚太、*ST惠程等9只股为ST股。连续涨停天数看，胜通能源、*ST亚振等已连收4个涨 停板，连续涨停板数量最多。从上午收盘涨停板封单量来看，吉视传媒最受资金追捧，上午收盘涨停板 封单有21690.81万股，其次是顺钠股份、航天电子等，涨停板封单分别有4865.73万股、4635.09万股。 以封单金额计算，倍加洁、建设工业、山东威达等涨停板封单资金最多，分别有5.93亿元、5.76亿元、 5.53亿元。（数据宝） | 300486 | 东杰智能 | 16.99 | 12.11 | 1087.00 | 18468.05 | 机械设备 | | --- | --- | --- | --- | --- | --- | --- | | 603859 | 能科科技 | 42.61 | 7.06 | 408.23 | 17394.73 | 计算机 | | 002602 | ST华通 | 13.53 | 1.76 | 1249.18 | 16901.36 | 传媒 | | 605118 | 力鼎光电 | 35.19 | 2.57 | 415.68 | 14627.78 | 计算机 | | 605298 | 必 ...