Group 1 - A total of 56 stocks appeared on the weekly trading list, with 36 showing net buying from the Shenzhen Stock Connect [1][2] - The top three stocks with the highest net buying amounts were Zhinan Zhen (66,230.74 million), Heertai (46,761.50 million), and ZTE Corporation (45,382.50 million) [1][2] - The Shenzhen Stock Connect net bought stocks had an average increase of 19.32%, outperforming the Shanghai Composite Index, which rose by 3.49% [1][2] Group 2 - There were 20 stocks with net selling, with the highest net selling amounts from Yingweike (49,237.88 million) and Aerospace Science and Technology (16,516.29 million) [2][3] - The stock with the largest increase was Chengfei Integration, which saw a cumulative price increase of 35.53% during the week [1][2] Group 3 - The Food and Beverage ETF (product code: 515170) tracked the China Securities Food and Beverage Industry Theme Index and had a recent five-day change of 3.29% [4] - The Cloud Computing 50 ETF (product code: 516630) tracked the China Securities Cloud Computing and Big Data Theme Index and had a five-day change of 10.92% [5]

（原标题：龙虎榜动向：8股获机构及北向资金集体净买入） 8月22日沪指上涨1.45%，盘后龙虎榜数据显示，机构现身31只个股龙虎榜，净买入16只，净卖出15只。深沪股通席位出现在29只个股龙虎榜。 证券时报•数据宝统计显示，8月22日机构专用席位现身31只个股龙虎榜，合计净买入8.50亿元。个股来看，净买入16只，净卖出15只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是和而泰，该股今日收盘涨停，全天换手率为21.72%，成交额为62.38亿元。因日涨幅偏离值达8.51%上榜龙虎 榜，前五大买卖营业部中有2家机构专用席位，为买二、买五，合计净买入26206.46万元。同时上榜的还有深股通专用席位，净买入4.68亿元，营 业部席位合计净买入1.29亿元。资金流向方面，该股全天资金净流入5.75亿元。 昆仑万维，今日收盘涨停，全天换手率为17.29%，成交额为90.47亿元。因日收盘价涨幅达20.00%上榜龙虎榜，前五大买卖营业部中有3家机构专 用席位，为买二、买三、卖三，合计净买入19579.56万元。同时上榜的还有深股通专用席位，净买入1.88亿元，营业部席位合计净卖出5587.29万 元。资金流向 ...

Macro Insights - The economic growth rate in August is expected to be supported by exports and consumption policies, despite a significant slowdown in the real estate sector, with a target of 5% annual growth remaining achievable [1][15][12] - The industrial added value in July grew by 5.7% year-on-year, with the manufacturing sector showing resilience, particularly in high-tech products and equipment manufacturing [12][13] - Fixed asset investment growth slowed to 1.6% year-on-year in the first seven months, primarily due to a decline in real estate investment, which fell by 12% [13][14] Strategy Insights - Current channels for resident capital entering the market include increasing financing balances and active personal investor accounts, leading to a positive feedback loop in the market [2] - The "anti-involution" market trend can be analyzed through policy expectations and real-world transmission, indicating a shift from theme-driven to profit-driven market dynamics [2] - The technology and small-cap sectors are expected to continue outperforming as more external funds enter the market [2] Industry Reports - The consumer electronics sector is anticipated to see significant opportunities with the upcoming release of new products, particularly in AI-related applications [8] - The coal mining industry is experiencing a continuous improvement in fundamentals, with the price of thermal coal expected to rise [8] - The healthcare sector, particularly innovative drugs, is projected to maintain a positive outlook due to improved profitability [8]

Market Overview - On August 22, major A-share indices rose collectively, with the Shanghai Composite Index surpassing 3,800 points, reaching a ten-year high [1] - The total trading volume for the day was 2.58 trillion yuan, an increase of 118.5 billion yuan compared to the previous trading day, marking the eighth consecutive day of trading volume exceeding 2 trillion yuan, setting a historical record for A-shares [1] - Over 2,800 stocks in the market experienced gains [1] Sector Performance - The AI chip, semiconductor, and storage chip sectors saw significant growth, with the multi-modal AI sector and CPO concept being particularly active [1] - Conversely, the gas and shale gas sectors declined, with ecological agriculture, fertilizer, dairy, and banking sectors experiencing the largest drops [1] Top Stocks on the Dragon and Tiger List - The top net buying stocks included Heertai, Haiguang Information, and Chuanrun Shares, with net purchases of 859 million yuan, 449 million yuan, and 359 million yuan respectively [3] - The top net selling stocks were Cambricon, Jishi Media, and Jimin Health, with net sales of 678 million yuan, 204 million yuan, and 156 million yuan respectively [3] Notable Stock Movements - Heertai saw a price increase of 10.02% with a trading volume of 62.38 billion yuan and a turnover rate of 21.72% [4] - Haiguang Information surged by 20.00% with a trading volume of 133.10 billion yuan and a turnover rate of 3.23% [4] - Chuanrun Shares increased by 10.03% with a trading volume of 22.82 billion yuan and a turnover rate of 33.06% [4] Company Financials - Jishi Media reported a revenue of 999.7 million yuan for the first half of 2025, a year-on-year increase of 8.70%, but incurred a net loss of 232 million yuan, a decline of 18.82% [11] - Jimin Health achieved a revenue of 366 million yuan in the first half of the year, a year-on-year decrease of 21.30%, and reported a net loss of 52.7 million yuan [14]

Group 1 - The report tracks stocks, industries, and sectors that are reaching new highs, serving as market indicators and highlighting the effectiveness of momentum and trend-following strategies [1][4][24] - As of August 22, 2025, the Shanghai Composite Index, Shenzhen Component Index, CSI 300, CSI 500, CSI 1000, CSI 2000, ChiNext Index, and Sci-Tech 50 Index all have a distance to their 250-day highs of 0.00%, indicating they are at their recent peaks [5][24] - Among the CITIC first-level industry indices, home appliances, defense and military, comprehensive, media, and computer industries are closest to their 250-day highs, while food and beverage, coal, real estate, banking, and consumer services are further away [8][24] Group 2 - A total of 1,606 stocks reached 250-day highs in the past 20 trading days, with the most significant numbers in the machinery, pharmaceuticals, and electronics sectors [2][13][24] - The highest proportion of new high stocks is found in the defense and military, non-ferrous metals, and pharmaceuticals industries, with respective proportions of 52.94%, 51.61%, and 44.88% [13][16] - The manufacturing and technology sectors have the most stocks reaching new highs this week, with respective counts of 512 and 403 [16][24] Group 3 - The report identifies 48 stocks that have shown stable new highs, with the technology and manufacturing sectors contributing the most, having 22 and 12 stocks respectively [3][21][25] - Within the technology sector, the electronics industry has the highest number of new high stocks, while the automotive industry leads in the manufacturing sector [21][25]

8月22日，上证指数上涨1.45%，深证成指上涨2.07%，创业板指上涨3.36%。盘后龙虎榜数据显示，共 有55只个股因当日异动登上龙虎榜，资金净流入最多的是和而泰（002402.SZ），达8.59亿元。 据21投资通智能监测，31只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及29只。 8.59亿资金抢筹和而泰，6.78亿资金出逃寒武纪 55只上榜的龙虎榜个股中，34只个股被净买入，21只个股被净卖出。其中，资金净买入最多的是和而 泰，达8.59亿元，占总成交金额的13.77%。和而泰当日收盘上涨10.02%，换手率为21.72%。 | 名称 | 涨跌幅 | 戊虎榜净买 | 净买额占 | 抑十率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 息成交比 | | | | 和而泰 | 10.02% | 85908 | 13.77% | 21.72% | 2家机构买入,成功 率49.33% | | 海光信息 | 20% | 44927 | 3.38% | 3.23% | 上海资金买入,成功 | | | | | | | 率48.25 ...

Group 1: Stock Market Activity - On the institutional trading leaderboard, 32 stocks were listed, with 16 showing net buying and 16 showing net selling [1] - The top three stocks with the highest net buying by institutions were ZTE Corporation (1.105 billion), Kunlun Wanwei (274 million), and Heertai (262 million) [1] - ZTE Corporation saw a price increase of 9.38%, Kunlun Wanwei increased by 20.01%, and Heertai rose by 10.02% [1] Group 2: Domestic Chip Industry - Domestic AI chip manufacturers like Cambricon and Haiguang Information are gaining traction, with Haiguang planning to merge with Zhongke Shuguang [2] - The domestic GPU market is entering a rapid development phase, transitioning from "usable" to "good" [2] - Companies like Moer Thread are enhancing AI computing power with their latest GPU architecture, supporting advanced AI model training [2] Group 3: GPU Market Forecast - According to Frost & Sullivan, the global GPU market is expected to reach 3.611974 trillion yuan by 2029, with China's GPU market projected to reach 1.363578 trillion yuan [3] - China's market share in the global GPU market is anticipated to increase from 30.8% in 2024 to 37.8% by 2029 [3] Group 4: RWA and Digital Currency - Zhongyou Capital's subsidiary, Kunlun Bank, is the only official bank for international settlements between China and Iran, and is involved in digital RMB payment services [4] - Yuyin Co. has established a digital currency research center to explore applications in digital currency transactions [4] - RWA is seen as a means to enhance efficiency and reduce costs, facilitating financial globalization and decentralization [4]

当天机构净买入前三的股票分别是中兴通讯、和而泰、昆仑万维。 盘后数据显示，8月22日龙虎榜中，共33只个股出现了机构的身影，18只股票呈现机构净买入，15只股票呈现 机构净卖出。 当天机构净买入前三的股票分别是中兴通讯、和而泰、昆仑万维，净买入金额分别是4.19亿元、2.62亿元、 1.96亿元。 当天机构净卖出前三的股票分别是海光信息、浙海德曼、寒武纪，净流出金额分别是1.65亿元、1.53亿元、 8352万元。 | 证券简称 | 龙虎榜 08.22 加拿榜 08.22 目涨跌幅 | 机构净买入 (万元) | | --- | --- | --- | | 中兴通讯 | 9.38% | 41876.38 | | 和而泰 | 10.02% | 26206.46 | | 昆仑万维 | 20.01% | 19579.56 | | 川润股份 | 10.03% | 14244.05 | | 万通发展 | 10.05% | 13781.80 | | 顺网科技 | 20.00% | 10736.93 | | 三川智慧 | 20.06% | 10500.12 | | 成飞集成 | 10.01% | 10408.75 | | 科 ...

中国经济网北京8月22日讯 和而泰(002402.SZ)今日股价涨停，截至收盘，该股报36.14元，涨幅 10.02%。 | 代码 | 名称 | 相关 | 版盘价 | 涨跌幅 | 买左 卖左 0 | | 机构买入 | 机构园出 | 机构实) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 机构数 | 机构数 | 鳥额(万) | 鳥额(万) | 净额(万) 3 � | | 002402 | 和而泰 明细 股吧 | | 36.14 10.02% | | | | 30997.32 | 4790.85 | 26206.46 | | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占息成交比例 | 英出金额(万) | 占总成交比例 | 争额(万)2 | | 1 | 漢殿通寺用 | 602次 48.01% | C | 70894.32 | ...

和而泰今日涨停，全天换手率21.72%，成交额62.38亿元，振幅6.80%。龙虎榜数据显示，机构净买入 2.62亿元，深股通净买入4.68亿元，营业部席位合计净买入1.29亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.51%上榜，机构专用席位净买入2.62亿元，深股通 净买入4.68亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交18.42亿元，其中，买入成交额为13.50亿 元，卖出成交额为4.91亿元，合计净买入8.59亿元。 和而泰8月22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 | 深股通专用 | 70894.32 | 24132.83 | | 买二 | 机构专用 | 21020.70 | 1620.43 | | 买三 | 国泰海通证券股份有限公司南京太平南路证券营业部 | 12446.48 | 189.59 | | 买四 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 | 12195.37 | 0.36 | | | 部 | | ...