| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002275 | 桂林三金 | 9927.28万 | 23.81% | -5811.71万 | -13.94% | -4115.57万 | -9.87% | | 600252 | 中恒集团 | 6998.27万 | 48.21% | -3381.31万 | -23.29% | -3616.96万 | -24.92% | | 002873 | 新天药业 | 2543.66万 | 4.72% | 1806.11万 | 3.35% | -4349.77万 | -8.06% | | 000623 | 吉林敖东 | 1889.04万 | 6.29% | -1961.54万 | -6.53% | 72.50万 | 0.24% | | 000423 | 东阿阿胶 | 1276.81万 | 5.66% | -797.15万 | -3.53% | -479.66万 | -2.13% | ...

Market Performance - The three major A-share indices showed mixed results, with the Shanghai Composite Index up by 0.53%, the Shenzhen Component Index up by 0.14%, and the ChiNext Index down by 0.26% [2] - The North China 50 Index increased by 0.18%, and the total trading volume in the Shanghai and Shenzhen markets reached 101.86 billion yuan, an increase of 8.6 billion yuan compared to the previous day [2] - Over 3,300 stocks in the market experienced gains [2] Sector Performance - The PEEK materials sector, military equipment restructuring, and photolithography machine sectors saw significant gains, while the pharmaceutical sector underwent adjustments [2] - PEEK materials showed strong performance across the board, with Zhongxin Fluorine Materials hitting the daily limit, and companies like Xinhan New Materials, Huami New Materials, and Nanjing Julong rising over 10% [2] - The military equipment restructuring concept experienced fluctuations, with Great Wall Military Industry reaching the daily limit [2] - The photolithography machine sector also performed well, with Zhangjiang Hi-Tech hitting the daily limit [2] - The pharmaceutical sector faced collective adjustments, with Qizheng Tibetan Medicine hitting the daily limit down, and companies like Anglikang and Nanjing New Medicine dropping over 9% [2]

格隆汇8月5日｜A股开盘，上证指数涨0.15%，深证成指涨0.34%，创业板指涨0.65%。盘面上，消费电 子概念盘初活跃，易德龙(603380)、福日电子(600203)涨停；"两船合并"新进展，将于8月13日起双双停 牌，中国船舶(600150)涨超3%，中国重工(601989)涨超2%；部分影视院线股回调，幸福蓝海(300528)跌 超3%；中药板块盘初走低，奇正藏药(002287)、新光药业(300519)跌超5%。(格隆汇) (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 ...

Core Viewpoint - The stock price of Qizheng Tibetan Medicine (002287.SZ) has surged recently due to positive news regarding the Yaxia hydropower project and traditional Chinese medicine, with significant trading activity and a notable increase in stock price despite market fluctuations [1][2][3]. Group 1: Financial Performance - For the first half of 2025, Qizheng Tibetan Medicine reported total revenue of 1.175 billion yuan, a year-on-year increase of 16.36%, and a net profit attributable to shareholders of 358 million yuan, up 9.94% year-on-year [2][4]. - The company's core product, pain relief patches, generated revenue of 1.655 billion yuan in 2024, accounting for 70.79% of total revenue, with a gross margin of 87.21% [4]. - The company experienced a temporary decline in net profit in the first quarter of 2025, with a net profit of 75.68 million yuan, down 22.35% year-on-year, but has since shown signs of recovery [4]. Group 2: Market Dynamics - The market for traditional Chinese medicine patches is becoming increasingly competitive, leading to rising sales expenses for Qizheng Tibetan Medicine, which reached nearly 50% of revenue in 2024, with advertising costs alone amounting to 617 million yuan [1][4]. - The stock has seen significant trading volume and capital inflow, with net outflows of over 200 million yuan on August 4, indicating active speculation and trading behavior among investors [2][3]. Group 3: Strategic Initiatives - Qizheng Tibetan Medicine is actively expanding its product coverage in the Yaxia project area to enhance local market penetration [2]. - The company has reassured stakeholders that its medicinal herb supply chain will not be affected by the Yaxia hydropower project, as its herb bases are not located in the project's geographical area [5].

证券日报网讯奇正藏药（002287）8月4日在互动平台回答投资者提问时表示，截至2025年7月31日，公 司股东总人数为26327户。 ...

Group 1: New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17, 2025, to August 15, 2025[1] - ST Zitian (300280) has a tender offer period ending on July 21, 2025[1] Group 2: Market Alerts - Xizang Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Tianlu Convertible Bonds (110060) announced significant market activity on July 30, 2025[1] - ST Suwu (600200) experienced unusual trading patterns on July 30, 2025[1] Group 3: Additional Announcements - Happiness Blue Ocean (300528) issued a notice on July 30, 2025, regarding market conditions[1] - Common Pharmaceutical (300966) provided updates on August 1, 2025, related to stock performance[1] - Dongjie Intelligent (300486) released a statement on August 1, 2025, concerning market volatility[1]

格隆汇8月4日丨奇正藏药(002287.SZ)在互动平台表示，公司暂无药品直接用于基孔肯雅热病毒的治 疗。 ...

陇神戎发涨超10%，奇正藏药此前涨停，粤万年青、新天药业、盘龙药业、佛慈制药等跟涨。 (本文来自第一财经) ...

每经AI快讯，8月4日，中药股探底回升，陇神戎发一度涨超10%，奇正藏药此前涨停，粤万年青、新天 药业、盘龙药业、佛慈制药等跟涨。 （文章来源：每日经济新闻） ...

A股中药板块高开，奇正藏药4连板，新天药业、太龙药业、贵州百灵、维康药业、康缘药业跟涨。 ...