沪指8月8日下跌0.12%，申万所属行业中，今日上涨的有17个，涨幅居前的行业为综合、建筑材料，涨 幅分别为1.56%、1.16%。跌幅居前的行业为计算机、电子，跌幅分别为2.38%、1.15%。传媒行业位居 今日跌幅榜第三。 资金面上看，两市主力资金全天净流出410.85亿元，今日有8个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨0.62%，全天净流入资金20.24亿元，其次是公用事业行业，日 涨幅为0.67%，净流入资金为11.32亿元。 主力资金净流出的行业有23个，计算机行业主力资金净流出规模居首，全天净流出资金136.21亿元，其 次是电子行业，净流出资金为114.49亿元，净流出资金较多的还有传媒、国防军工、非银金融等行业。 传媒行业今日下跌0.96%，全天主力资金净流出37.60亿元，该行业所属的个股共130只，今日上涨的有 29只，涨停的有1只；下跌的有97只。以资金流向数据进行统计，该行业资金净流入的个股有34只，其 中，净流入资金超3000万元的有5只，净流入资金居首的是掌趣科技，今日净流入资金3.70亿元，紧随 其后的是华媒控股、上海电影，净流入资金分别为1. ...

Group 1 - The main focus of the news is on the significant outflow of capital from the top 20 stocks as of August 8, with specific amounts listed for each stock [1] - The stock with the highest capital outflow is SMIC, with an outflow of 855.6 million [1] - Other notable stocks with substantial outflows include Dongfang Caifu (-715 million), Changcheng Military Industry (-598 million), and Dongfang Jinggong (-544 million) [1] Group 2 - The total outflow amounts for the top 20 stocks indicate a trend of capital withdrawal from these companies, which may reflect broader market sentiments [1] - The data suggests that technology and defense-related stocks, such as SMIC and Changcheng Military Industry, are experiencing significant investor pullback [1] - The outflow figures highlight potential areas of concern for investors monitoring these specific stocks and sectors [1]

本文源自：金融界 作者：金股通 截至8月8日开盘一小时，主力资金流出前20的股票分别为：中芯国际（-4.73亿元）、天娱数科（-4.70 亿元）、寒武纪-U（-4.65亿元）、长城军工（-4.28亿元）、东方精工（-4.13亿元）、东方财富（-3.72 亿元）、华胜天成（-3.22亿元）、汉得信息（-3.01亿元）、鼎捷数智（-2.97亿元）、硕贝德（-2.94亿 元）、三博脑科（-2.87亿元）、用友网络（-2.49亿元）、常山北明（-2.40亿元）、东方国信（-2.39亿 元）、万兴科技（-2.39亿元）、赛力斯（-2.34亿元）、利德曼（-2.33亿元）、海立股份（-2.32亿 元）、指南针（-2.22亿元）、拓维信息（-2.19亿元）。 ...

Market Overview - A-share indices showed mixed performance on August 7, 2025, with the Shanghai Composite Index slightly up by 0.16% closing at 3639.67 points, while the Shenzhen Component and ChiNext fell by 0.18% and 0.68% respectively [1] - Total trading volume across Shanghai, Shenzhen, and Beijing reached 1852.74 billion yuan, with 3116 stocks declining and 2150 stocks rising [1] Electronic Sector - The electronic sector was a market highlight with 13 stocks hitting the daily limit up, including Tianyu Digital Science and Technology, which closed at 7.45 yuan with a limit-up order volume of 295 million yuan [2] - The wireless earphone concept saw an overall increase of 1.08%, with stocks like Ningbo Yunsheng and Huasheng Tiancai receiving over 500 million yuan in net inflows, indicating growing investor interest in the consumer electronics supply chain [2] Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector continued its recent upward trend, with stocks like Ningbo Yunsheng and Zhenghai Magnetic Materials hitting the daily limit up [3] - Ningbo Yunsheng attracted a net inflow of 565 million yuan, closing at 13.17 yuan with a turnover rate of 15.48%, driven by increasing demand for rare earth materials in the electric vehicle and wind power sectors [3] Medical Sector - The medical and biological sector exhibited a structural market, with stocks like Innovation Medical and Shangrong Medical hitting the daily limit up [4] - Innovation Medical closed at 17.47 yuan with a turnover rate of 30.10% and a limit-up order volume exceeding 130 million yuan, while other segments like CXO and innovative drugs showed weak performance, highlighting significant capital divergence within the sector [4] Fund Flows - The semiconductor sector saw a net inflow of 4.467 billion yuan, followed by medical devices and energy metals [5] - Conversely, the automotive parts sector experienced a net outflow of 4.185 billion yuan, with noticeable withdrawals in specialized equipment and chemical pharmaceuticals [5] - Stocks like Great Wall Military Industry, Huasheng Tiancai, and Jihua Group were among those with significant limit-up order volumes, reflecting short-term capital preferences for military and computing sectors [5]

Group 1: Market Overview - The electronic industry saw a net inflow of 1.846 billion yuan, significantly surpassing other sectors [1] - The A-share market experienced mixed performance, with the Shanghai Composite Index reaching a new high for the year [1] - Overall, the main funds in the Shanghai and Shenzhen markets had a net outflow of 26.748 billion yuan [1] Group 2: Sector Performance - Among the sectors with net inflows, the electronic industry led with 1.846 billion yuan, followed by non-ferrous metals (655 million yuan), transportation (336 million yuan), beauty care (196 million yuan), and retail (152 million yuan) [1] - The machinery equipment sector had the highest net outflow, totaling 5.261 billion yuan, with defense, power equipment, and computer sectors also exceeding 3 billion yuan in outflows [1] Group 3: Individual Stock Performance - Tianyu Digital Science saw a net inflow of 643 million yuan, leading individual stocks, with the company confirming it is not under investigation [2] - Shuo Beid's net inflow was 623 million yuan, with expectations of market opportunities due to the recovery of the consumer electronics market [3] - A total of 115 stocks experienced net outflows exceeding 1 billion yuan, with notable outflows from Zhongji Xuchuang, China Shipbuilding Industry, and others [4] Group 4: Tail-End Market Activity - At the tail end of trading, the main funds had a net inflow of 1.771 billion yuan, with the media and non-ferrous metals sectors attracting over 600 million yuan each [5] - Six stocks, including Tianyu Digital Science and Dazhu Laser, saw net inflows exceeding 1 billion yuan at the tail end [6]

Group 1: Market Overview - 22 stocks had a closing order amount exceeding 1 billion yuan, with Tianyu Shuke leading at 2.95 billion yuan [2] - The top three stocks by closing order volume were Jihua Group, Tianyu Shuke, and Jishi Media, with volumes of 418,600 hands, 396,600 hands, and 323,700 hands respectively [2] - Stocks with consecutive limit-up days included *ST Dongjing and *ST Yushun with 5 consecutive days, while Beiwai Technology, Furi Electronics, and Guoji Precision achieved 4 consecutive days [2] Group 2: Company Performance - Tianyu Shuke is expected to achieve a net profit attributable to shareholders of 18 million to 26 million yuan in the first half of the year, marking a turnaround from losses [2] - The company reported growth in data traffic business and implemented cost-reduction measures positively impacting performance [2] - Ningbo Yunsheng anticipates a net profit of 90 million to 135 million yuan for the first half of 2025, representing a year-on-year growth of 133.55% to 250.33% [3] Group 3: Industry Insights - The rare earth permanent magnet sector saw stocks like Zhenghai Magnetic Materials and Ningbo Yunsheng hitting the limit-up [3] - The semiconductor sector had stocks such as Fumanwei and Dongxin Co. also reaching limit-up, with Fumanwei confirming normal shipments of 5G RF chips [4][5] - The brain-computer interface sector is indirectly engaged by companies like Jihua Group and Innovation Medical through partnerships, although they do not directly develop the technology [6] Group 4: Investment Trends - The top net buying stocks on the Dragon and Tiger list included Shuo Beid, Dongxin Peace, and Lide Man, with net buying amounts of 533 million yuan, 245 million yuan, and 214 million yuan respectively [7] - Institutional net buying was led by Dongfang Precision and Dawi Co., with amounts of 161 million yuan and 57.87 million yuan respectively [7]

| | | | | | | 8月 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / 日 / | | | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | 收盘价 | 换手率 | 涨停板封单 | 封車资金 | 進板 | 涨停原因 | | | | (元) | (%) | (ケチ) | (16元) | 大数 | | | 002354 | 天娱数科 | 7.45 | 22.21 | 39.66 | 2.95 | 1 | 物理AI+具身智能+空间计算+参股芯明智能 | | 688110 | 东芯股份 | 73.20 | 14.65 | 3.30 | 2.42 | 1 | 砺算科技+GPU+存算联一体化 | | 688108 | 赛诺医疗 | 17.03 | 2.10 | 13.55 | 2.31 | 1 | FDA突破性医疗器械认证+神经介入创新+中报预增 | | 002148 | 北纬科技 | 1 ...

Group 1 - Tianyu Digital Technology experienced a trading halt with a daily turnover rate of 22.21% and a transaction amount of 2.564 billion yuan, with a price fluctuation of 10.70% [2] - Institutional investors net sold 26.05 million yuan, while the Shenzhen Stock Connect saw a net sell of 29.13 million yuan, with a total net buy of 199 million yuan from brokerage seats [2] - The stock was listed on the daily trading list due to a price deviation of 10.05%, with the top five trading seats contributing a total transaction of 525 million yuan, including a net buy of 143 million yuan [2] Group 2 - Over the past six months, the stock has appeared on the trading list six times, with an average price increase of 2.02% the next day and an average increase of 3.21% over the following five days [3] - The stock saw a net inflow of 680 million yuan from major funds today, with a significant inflow of 742 million yuan from large orders, while large orders saw a net outflow of 619.96 million yuan [3] - As of August 6, the stock's margin trading balance was 554 million yuan, with a financing balance of 552 million yuan and a securities lending balance of 1.9633 million yuan, showing a slight increase in both financing and securities lending balances over the past five days [3] Group 3 - The top five buying and selling brokerage seats on August 7 included Zhongtai Securities, Guotai Haitong Securities, and others, with significant buy amounts from Zhongtai Securities at 805.31 million yuan and Guotai Haitong at 639.05 million yuan [4]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301171 | 易点大下 | 31.95 | -2.74% | 51.55万 | 16.54亿 | | 300063 | 天龙集团 | 8.64 | -1.48% | 32.51万 | 2.83亿 | | 300805 | 电声股份 | 11.50 | -1.37% | 1 8.89万 | 1.03亿 | | 002712 | 思美传媒 | 6.05 | -1.14% | 12.25万 | 7442.07万 | | 000607 | 未增控股 | 4.70 | -1.05% | 23.08万 | 1.09亿 | | 002264 | 新华都 | 6.88 | -1.01% | 21.76万 | 1.50亿 | | 603598 | 引力传媒 | 18.08 | -0.93% | 10.65万 | 1.93亿 | | 300781 | 因害隻团 | 46.11 | -0.92% | 17.31万 | 8.09亿 | | 301102 | 兆讯传媒 ...

Group 1 - The top 20 stocks with significant capital inflow as of August 7 include Tianyu Shuke with 617 million yuan, Shuo Beid with 605 million yuan, and Ningbo Yunsheng with 537 million yuan [1] - Other notable stocks in the top 20 by capital inflow are Yingfangwei with 491 million yuan, Zhenghai Magnetic Materials with 467 million yuan, and Huasheng Tianc with 427 million yuan [1] - The list also features Shanghai Electric with 422 million yuan, Silan Microelectronics with 417 million yuan, and Caida Securities with 393 million yuan [1] Group 2 - Additional stocks in the top 20 include Dongxin Peace with 354 million yuan, Yunda Shares with 353 million yuan, and Qiyi Er with 341 million yuan [1] - Other companies listed are Dazhu Laser with 332 million yuan, Luxshare Precision with 318 million yuan, and Star Semiconductor with 307 million yuan [1] - The final entries in the top 20 are Cambrian U with 276 million yuan and Chifeng Gold with 269 million yuan [1]