（原标题：铜缆高速连接概念下跌4.90%，14股主力资金净流出超亿元） 截至9月2日收盘，铜缆高速连接概念下跌4.90%，位居概念板块跌幅榜前列，板块内，长飞光纤跌停，鼎通科技、华丰科技、胜蓝股份等跌幅居 前，股价上涨的有2只，涨幅居前的有露笑科技、陕西华达等，分别上涨5.22%、4.72%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 1.87 | F5G概念 | -5.20 | | PEEK材料 | 0.80 | WiFi 6 | -5.15 | | 工业母机 | | 0.62 共封装光学(CPO) | -5.05 | | 黄金概念 | | 0.34 同花顺果指数 | -4.99 | | 中韩自贸区 | | 0.33 铜缆高速连接 | -4.90 | | 培育钻石 | 0.04 | AI PC | -4.79 | | 特色小镇 | | -0.07 国家大基金持股 | -4.76 | | 一体化压铸 | -0.10 | 移动支付 | -4.75 | | 高股息精选 | -0.12 | 数字货 ...

截至2025年9月2日 10:17，国证大盘成长指数(399372)下跌0.10%。成分股方面涨跌互现，百利天恒 (688506)领涨4.58%，阳光电源(300274)上涨3.96%，泸州老窖(000568)上涨1.69%；中航光电(002179)领 跌3.70%，豪威集团(603501)下跌3.68%，中微公司(688012)下跌3.66%。大盘成长ETF(159203)下跌 0.32%，最新报价1.23元。拉长时间看，截至2025年9月1日，大盘成长ETF近1周累计上涨4.56%。 流动性方面，大盘成长ETF盘中换手10.3%，成交163.07万元，市场交投活跃。拉长时间看，截至9月1 日，大盘成长ETF近1年日均成交1013.70万元。 大盘成长ETF（159203）：市场上唯一大盘成长标的 跟踪国证大盘成长指数是市场上唯一的大盘成长标的。反映A股市值中市值规模大、成长因子综合排名 靠前的上市公司证券价格表现。 【事件/资讯】 1、8月大盘成长指数上涨15.03%，同期上证指数、沪深300、中证2000分别上涨7.97%、10.33%、 9.67%。 2、早盘贵州茅台上涨2%突破1500，阳光电源涨超 ...

人民财讯9月1日电，企查查APP显示，近日，广东瑞讯汽车销售服务有限公司成立，法定代表人为王来 胜，注册资本5000万元，经营范围包括汽车销售、新能源汽车整车销售、汽车零配件批发等。企查查股 权穿透显示，该公司由立讯控股(广东)有限公司全资持股，后者为立讯有限公司全资子公司。 ...

Group 1 - Luxshare Precision, one of the major players in the Apple supply chain, has submitted a listing application to the Hong Kong Stock Exchange, aiming to raise over HKD 20 billion [3] - The company has shown impressive growth, with revenues projected to increase from CNY 214 billion in 2022 to CNY 268 billion in 2024, and profits rising from CNY 10.5 billion to CNY 14.6 billion during the same period [5] - As of March 2023, Luxshare reported a revenue of CNY 61.8 billion, an 18% year-on-year increase, and a profit of CNY 3.4 billion, up 31% year-on-year [5] Group 2 - The company is expected to achieve a net profit between CNY 6.475 billion and CNY 6.745 billion in the first half of 2025, representing a year-on-year growth of 20% to 25% [6] - Luxshare ranks fourth globally and first in mainland China in the precision manufacturing solutions industry, with its products used in one out of every two smartphones, one out of every three wearable devices, and one out of every five smart cars [6] - The company has expanded its global footprint by establishing production bases in Vietnam and other countries, and has made strategic acquisitions to enhance its competitive edge in the consumer electronics sector [7] Group 3 - Despite positive performance, the company reported a cash outflow of CNY 6.69 billion in the first quarter of this year, attributed to increased prepayments and inventory costs [8] - The gross profit margin has been declining, with figures of 11.9%, 11.1%, 10.1%, and 10.5% recorded from 2022 to the first quarter of this year, indicating potential volatility in profitability [8] - Overall, Luxshare is on an upward trajectory in terms of performance and market share, with a relatively low price-to-earnings ratio of 23 times compared to its peers, suggesting potential investment value [8]

- The report discusses the "Volume Timing Signal" model, which is used to gauge market sentiment based on trading volume. The model's construction involves analyzing the volume of trades to determine whether the market sentiment is optimistic or cautious. As of August 29, 2025, the volume timing signals for the CSI 1000, ChiNext Index, and Beijing 50 Index are cautious, while other major broad-based indices show optimistic signals[26][27] - The "Number of Rising Stocks in CSI 300" sentiment indicator is another model mentioned in the report. This model calculates the proportion of stocks in the CSI 300 index that have positive returns over a given period. The formula is: $$ \text{Proportion of Rising Stocks in CSI 300 over N days} = \frac{\text{Number of CSI 300 stocks with positive returns over N days}}{\text{Total number of CSI 300 stocks}} $$ This indicator helps capture market sentiment by identifying periods when a majority of stocks are performing well, which often indicates market optimism. The recent value of this indicator is around 94%[27][28][30] - The "Moving Average Sentiment Indicator" is also discussed. This model uses the eight moving averages of the CSI 300 index to determine market trends. The moving averages used are 8, 13, 21, 34, 55, 89, 144, and 233 days. The model assigns values based on the number of moving averages that the current price exceeds. If the current price exceeds more than five moving averages, the market sentiment is considered optimistic. The formula for the moving average sentiment indicator is: $$ \text{Number of Moving Averages Exceeded by Current Price} $$ The recent analysis shows that the CSI 300 index is in an optimistic sentiment zone[35][36][37] - The "Cross-sectional Volatility" factor is used to measure the dispersion of stock returns within an index. Higher cross-sectional volatility indicates a better environment for alpha generation. The recent values for cross-sectional volatility are: - CSI 300: 1.76% - CSI 500: 1.91% - CSI 1000: 2.23% These values suggest that the short-term alpha environment is improving[41][43] - The "Time-series Volatility" factor measures the volatility of individual stock returns over time. Higher time-series volatility also indicates a better environment for alpha generation. The recent values for time-series volatility are: - CSI 300: 0.53% - CSI 500: 0.38% - CSI 1000: 0.22% These values suggest that the short-term alpha environment is improving[44][46] Model and Factor Performance Metrics - Volume Timing Signal: - CSI 1000: Cautious - ChiNext Index: Cautious - Beijing 50 Index: Cautious - Other major indices: Optimistic[26][27] - Number of Rising Stocks in CSI 300: - Recent value: 94%[27][28][30] - Moving Average Sentiment Indicator: - Recent sentiment: Optimistic[35][36][37] - Cross-sectional Volatility: - CSI 300: 1.76% - CSI 500: 1.91% - CSI 1000: 2.23%[41][43] - Time-series Volatility: - CSI 300: 0.53% - CSI 500: 0.38% - CSI 1000: 0.22%[44][46]

Group 1: Company Highlights - Luxshare Precision is focusing on smart glasses as a key product line in its consumer electronics business, with offerings including AI glasses and smart wearables [1] - Mindray Medical has launched the world's first clinically implemented critical care AI model and established an animal healthcare subsidiary [2] - YTO Express is embracing high-quality development amid industry regulations, with a significant increase in single ticket transportation cost savings and a 112% year-on-year growth in reverse logistics [3] - Sanhua Intelligent Controls reported a revenue of 16.263 billion yuan for the first half of 2025, an 18.91% increase year-on-year, driven by rising global temperature control demand [4] Group 2: Financial Performance - Mindray Medical's AI solutions in medical imaging have been developed in collaboration with DeepSeek [2] - YTO Express plans to invest over 4.4 billion yuan in capital expenditures for automation and logistics centers by mid-2025 [3] - Sanhua Intelligent Controls' net profit increased by 39.31% year-on-year, attributed to operational improvements and a focus on high-quality management [4] Group 3: Strategic Initiatives - Luxshare Precision's subsidiary, Jiangsu Luxshare Robotics, is part of its strategy to enhance its product offerings in the robotics sector [1] - YTO Express is expanding its international business into Central Asia and enhancing its air freight capabilities with new aircraft [3] - Sanhua Intelligent Controls is establishing a robotics division to focus on electromechanical actuators and is leveraging existing thermal management technologies for data centers [4]

根据市场公开信息及8月29日披露的机构调研信息，知名私募宽远资产近期对1家上市公司进行了调研，相关名单如下： 1）立讯精密 （上海宽远资产管理有限公司参与公司电话会议） 个股亮点：智能眼镜类产品是公司消费电子业务重要的产品线；公司系统集成类产品包括 AI 眼镜、 AR/VR/XR 眼镜、智能手环、智能手表 等。；江苏立讯机器人有限公司是公司控股子公司。 机构简介： 上海宽远资产管理有限公司（以下简称"宽远资产"）成立于2014年5月，注册资本1000万元，实收资本1000万元。主要经营范围是：资产管理，实 业投资，企业资产重组，收购兼并及策划，投资咨询，财务咨询，商务咨询，市场营销策划。宽远资产核心投研团队具有10年以上的成功二级市 场投资经验，历经数轮牛熊，长期过往业绩排名业界前列。依靠选股优势取得长期超越市场的超额收益是宽远资产的优势所在。宽远资产秉承价 值投资的理念，以寻找确定性增长和分享上市公司成长果实为核心出发点，重视长期业绩的稳定成长。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

深圳市红筹投资有限公司（简称"深圳红筹投资"或"红筹投资"）成立于1997年6月16日，坐落于深圳蛇口海上世界，注册资本9497万元人民币， 2020年底净资产超6亿元。2014年5月完成基协私募投资基金管理人备案（编号：P1002489），以二级证券市场投资为主，目前管理证券私募基金 总规模超100亿元。红筹投资坚持"善意，包容，团结，守信"的企业价值文化，20多年来长期看多中国、做多中国核心资产，价值为本、顺势而 为，行稳致远、厚积薄发，以团队的智慧、努力、坚守和信心，让资本助力中国腾飞，携投资人分享盛世红利。 根据市场公开信息及8月29日披露的机构调研信息，知名私募红筹投资近期对1家上市公司进行了调研，相关名单如下： 1）立讯精密 （深圳市红筹投资有限公司参与公司电话会议） 个股亮点：智能眼镜类产品是公司消费电子业务重要的产品线；公司系统集成类产品包括 AI 眼镜、 AR/VR/XR 眼镜、智能手环、智能手表 等。；江苏立讯机器人有限公司是公司控股子公司。 机构简介： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Group 1 - Qushi Asset Management recently conducted research on two listed companies, Luxshare Precision and Huatong Cable [1][2] - Luxshare Precision's key product lines include smart glasses, AI glasses, AR/VR/XR glasses, smart wristbands, and smartwatches, with Jiangsu Luxshare Robotics as a controlling subsidiary [1] - Huatong Cable expects its revenue to reach 3.425 billion yuan in the first half of 2025, a year-on-year increase of 12.95%, while profits are expected to decline due to early-stage investments in construction projects [2] Group 2 - Huatong Cable is expanding its local production and sales in Africa, specifically in Tanzania and Cameroon, while also developing the electrolytic aluminum industry chain in Angola [2] - The company has a high proportion of overseas trade and is implementing a "domestic and international market balance" strategy to mitigate the impact of international trade fluctuations [2] - Huatong Cable completed a share buyback of 6.48 million shares, investing 77.898 million yuan, and has implemented stock incentive plans for 2022 and 2025 [2] Group 3 - Shanghai Qushi Asset Management was established in September 2015 with a registered capital of 10 million yuan and has been recognized as a private securities investment fund manager since April 2016 [3] - The company focuses on asset management and securities investment funds, with over 90% of its employees holding master's degrees or higher from prestigious institutions [3] - The founder, Zhang Xiuqi, is a well-known fund manager in the public fund sector, and the company has received multiple awards for its performance and investment strategies [3]

根据市场公开信息及8月29日披露的机构调研信息，知名私募复胜资产近期对4家上市公司进行了调研，相关名单如下： 1）立讯精密 （上海复胜资产管理合伙企业(有限合伙)参与公司电话会议） 个股亮点：智能眼镜类产品是公司消费电子业务重要的产品线；公司系统集成类产品包括 AI 眼镜、 AR/VR/XR 眼镜、智能手环、智能手表 等。；江苏立讯机器人有限公司是公司控股子公司。 2）迈瑞医疗 （上海复胜资产管理合伙企业(有限合伙)参与公司分析师会议&业绩说明会） 个股亮点：公司发布了全球首个临床落地的重症医疗大模型—启元重症大模型。；公司专门成立了动物医疗子公司。；在医学影像领域，迈瑞"瑞 影云++"已携手 DeepSeek，正式发布"瑞影·AI+"解决方案 3）三花智控 （复胜资产参与公司特定对象调研&业绩说明会） 调研纪要：2025年半年度，公司实现营业收入162.63亿元，同比上升18.91%；净利润21.10亿元，同比上升39.31%。制冷空调电器零部件业务收入 103.89亿元，同比增长25.49%，受益于全球温控需求上升及热泵技术拓展至数据中心、储能等领域。汽车零部件业务收入58.74亿元，同比增长 8.83% ...