奇正藏药公告，公司股票于2025年8月5日、8月6日连续两个交易日内收盘价格跌幅累计超过20%，属于 股票交易异常波动。经核实，公司近期未发现可能影响股票交易价格的未公开重大信息，公司经营情况 正常，内外部环境未发生重大变化，控股股东及实际控制人不存在应披露而未披露的重大事项，且在股 票异常波动期间未买卖公司股票。公司前期已披露2025年半年度业绩快报，目前2025年半年度报告编制 工作有序开展。 ...

格隆汇8月6日｜奇正藏药今日跌9.97%，逼近跌停。龙虎榜数据显示，上榜营业部席位全天成交13694.2 万元，占当日总成交金额比例为15.04%。其中，买入金额为6378.97万元，卖出金额为7315.23万元，合 计净卖出936.26万元。具体来看，中国中金财富证券有限公司晋江世纪大道证券营业部、深股通专用分 别买入3338.45万元、2868.11万元；中国银河证券股份有限公司青田龙津路证券营业部、深股通专用分 别卖出5434.64万元、3367.25万元。 ...

Core Insights - The convertible bond market showed positive performance with the Zhongzheng Convertible Bond Index rising by 0.58% to 467.84, with a total transaction volume of 874.89 billion [1] - A total of 458 convertible bonds were traded, with 380 increasing in value, 3 remaining flat, and 75 declining [1] - Notable gainers included JuLong Convertible Bond (涨12.11%), BoRui Convertible Bond (涨10.72%), and YouZu Convertible Bond (涨8.09%) [1][2] - Significant decliners included TianLu Convertible Bond (跌14.54%), Dongjie Convertible Bond (跌12.05%), and QiZheng Convertible Bond (跌4.97%) [1][2] Convertible Bonds Performance - Top five performing convertible bonds included: - JuLong Convertible Bond: 12.11% increase - BoRui Convertible Bond: 10.72% increase - YouZu Convertible Bond: 8.09% increase - HaoMei Convertible Bond: 8.04% increase - GaoCe Convertible Bond: 7.74% increase [2] - Bottom five performing convertible bonds included: - TianLu Convertible Bond: -14.54% decrease - Dongjie Convertible Bond: -12.05% decrease - QiZheng Convertible Bond: -4.97% decrease - LianCheng Convertible Bond: -4.51% decrease [2] Corresponding Stocks Performance - The stocks corresponding to convertible bonds showed varied performance: - Top gainers included: - HongWei Technology: 19.98% increase - KaiSheng New Materials: 19.98% increase - JuLong: 15.94% increase - FuLiWang: 12.65% increase - BoRui Pharmaceutical: 9.96% increase [4] - Top decliners included: - Dongjie Intelligent: -16.43% decrease - TianLu: -10.01% decrease - QiZheng Tibetan Medicine: -9.97% decrease - SheYan Institute: -8.46% decrease - GongTong Pharmaceutical: -7.30% decrease [5]

Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.45%, the Shenzhen Component Index up by 0.64%, and the ChiNext Index up by 0.66% [1] - The Northbound 50 Index increased by 1.58%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.7591 trillion yuan, an increase of 143.3 billion yuan compared to the previous day [1] - Over 3,300 stocks in the two markets experienced gains [1] Sector Performance - The PEEK materials, military equipment, and humanoid robot sectors saw significant gains [1] - PEEK materials showed strong performance, with companies like Zhongxin Fluorine Materials (002915) hitting the daily limit, and others such as Kaisheng New Materials (301069) and Xinhang New Materials (301076) also reaching the daily limit [1] - The military equipment sector continued to strengthen, with companies like Guorui Technology (300600) and Jiekang Equipment (300875) hitting the daily limit [1] - The humanoid robot sector also performed well, with Huami New Materials reaching the daily limit and several other companies like Haichang New Materials (300885) also hitting the daily limit [1] - Conversely, the pharmaceutical sector experienced a collective adjustment, with Qizheng Tibetan Medicine (002287) dropping over 9% and Guilin Sanjin (002275) declining nearly 7% [1]

Core Viewpoint - The company Qizheng Tibetan Medicine has clarified the therapeutic functions of its pain relief plaster, which includes promoting blood circulation, reducing swelling, and alleviating pain for various conditions [2] Company Summary - The pain relief plaster is indicated for acute and chronic sprains, bruises, bone hyperplasia, rheumatic and rheumatoid pain, stiff neck, shoulder periarthritis, lumbar muscle strain, and old injuries [2] - The product is designed to relieve joint pain [2]

机构表示，PEEK材料凭借其优异的性能，广泛应用于多个领域，未来有望成为人形机器人减重的重要材料，带动千亿级市场空间。 通信设备板块、液冷服务器概念亦走强，长芯博创（300548.SZ）涨超13%创历史新高，奕东电子（301123.SZ）涨超10%，长飞光纤（601869.SH）涨10%， 太辰光（300570.SZ）、兆龙互连（300913.SZ）大涨。 民生证券认为，近期海外巨头微软/谷歌/Meta/亚马逊相继披露财报，2025Q2各家CAPEX持续高企，四家单季度CAPEX合计约950亿美元，同比增长67%，环 比增长24%，并且均对未来CAPEX表达了乐观预期。此外，受AI需求驱动，微软和谷歌的云业务增速也迎来进一步提升。 银行、证券板块表现不俗，浦发银行（600000.SH）、信达证券（601059.SH）、红塔证券（601236.SH）、东兴证券（601198.SH）大涨。 消息面，近日，国务院常务会议部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息政策，一方面对于贷款结构性贴息有利于提振消费、小微企业， 另一方面显示出政策导向上对银行息差的呵护态度，预计后续更多结构性货币政策工具有望出台。 ...

资金流向方面，今日该股主力资金净流出5700.33万元，其中，特大单净流出5065.86万元，大单资金净 流出634.47万元。近5日主力资金净流出3.44亿元。 融资融券数据显示，该股最新（8月4日）两融余额为1.38亿元，其中，融资余额为1.37亿元，融券余额 为73.71万元。近5日融资余额合计增加1992.20万元，增幅为17.01%，融券余额合计增加35.92万元，增 幅95.04%。（数据宝） 奇正藏药8月5日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中国中金财富证券有限公司晋江世纪大道证券营业部 | 2766.87 | 28.22 | | 买二 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 1384.90 | 1005.38 | | 买三 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 1321.00 | 1063.47 | | 买四 | 中信建投证券股份有限公司河北分公司 | 1055.30 | 3.25 | | 买五 | 东方财 ...

| 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 ...