三、基金发行情况 昨日有2只新基金发行，分别为：招商均衡优选混合A、招商均衡优选混合C，详情见下表： | 代码 | 基金名称 | | --- | --- | | 024027.OF | 招商均衡优选混合 | | 024028.OF | 招商均衡优选混合 | 一、证券市场回顾 南财金融终端数据显示，昨日（9月02日，下同）上证综指日内下跌0.45%，收于3858.13点，最高3885.31点；深证成指日内下跌2.14%，收于12553.84点，最 高12857.16点；创业板指日内下跌2.85%，收于2872.22点，最高2979.73点。 二、融资融券情况 昨日沪深两市的融资融券余额为22811.21亿元，其中融资余额22650.35亿元，融券余额160.85亿元。两市融资融券余额较前一交易日减少85.37亿元。分市场 来看，沪市两融余额为11692.6亿元，相较前一交易日减少25.08亿元；深市两融余额11118.61亿元，相较前一交易日减少60.29亿元。 两市共有3442只个股有融资资金买入，其中新易盛、中际旭创、胜宏科技排名前三，买入金额分别51.06亿元、50.48亿元、50.25亿元。融资买入额前 ...

2 September 2025 | 3:00PM HKT Nantong Jianghai Capacitor Co. (002484.SZ) 002484.SZ 12m Price Target: Rmb28.50 Price: Rmb36.64 Downside: 22.2% Post market close on Aug 27, Jianghai reported 2Q25 in-line results, with revenue/gross profit/EBIT/net profit arriving at Rmb1,536mn/390mn/225mn/206mn in 2Q25, +17%/+14%/+11%/-2% yoy, +7%/+4%/+0%/-4% vs GSe. GPM/OPM/NPM arrived at 25%/15%/13%, -1pp/-1pp/-3pp yoy, -1pp/-1pp/-2pp vs GSe. What was new at the earnings call is the confirmation from Jianghai management of ...

Core Viewpoint - The recent performance of Jianghai Co., Ltd. has attracted significant market attention, particularly following the release of its semi-annual report for 2025, which led to notable stock price fluctuations [1] Financial Performance - Jianghai Co., Ltd. reported a revenue of 2.694 billion yuan for the first half of 2025, representing a year-on-year growth of 13.96%, while net profit reached 358 million yuan, up 3.19% [2] - The company's main business, aluminum electrolytic capacitors, accounted for 82.75% of total revenue, indicating its critical role in the company's financial structure [4] - Despite stable gross margins, net profit margins have declined, reflecting cost pressures, and operating cash flow net amount decreased by 45.46% year-on-year due to faster growth in accounts receivable and inventory compared to revenue [2][6] Business Structure and Growth Drivers - The company has seen strong growth in its film capacitors and supercapacitors, which are emerging as new growth engines alongside its traditional aluminum electrolytic capacitor business [2][3] - Jianghai Co., Ltd. has established deep partnerships with leading companies such as Huawei, Delta, and BYD, further solidifying its market position [2] Technological Advancements - The company has made significant technological breakthroughs in supercapacitors, particularly for AI servers and grid frequency regulation, positioning itself favorably in the rapidly growing markets of renewable energy and artificial intelligence [3][6] - Jianghai Co., Ltd. has successfully reduced costs for high-temperature automotive modules in film capacitors, showcasing its competitive edge in domestic substitution [2][6] Market Position and Future Outlook - Jianghai Co., Ltd. is well-positioned for long-term growth due to its strong control over the entire industry chain, advanced technology barriers, and deep ties with major clients, despite facing short-term challenges such as declining net profit margins and cash flow pressures [6]

（文章来源：证券时报网） 证券时报·数据宝统计显示，9月2日共有44只个股上榜龙虎榜，其中，17只个股前五大买卖营业部中出 现深股通专用席位的身影。净买入的有江海股份、斯菱股份、中油资本等，净买入金额分别为23393.10 万元、8758.99万元、7231.77万元。净卖出的有恒宝股份、利欧股份、旋极信息等，净卖出金额分别为 27685.93万元、14873.50万元、13231.94万元。 9月2日公开信息显示，深股通席位共现身17只个股龙虎榜。 | 代码 | 简称 | 深股通专用席位净买入（万元） | 当日涨跌幅（%） | 当日换手率（%） | | --- | --- | --- | --- | --- | | 002484 | 江海股份 | 23393.10 | -9.99 | 15.85 | | 301550 | 斯菱股份 | 8758.99 | 11.32 | 17.69 | | 000617 | 中油资本 | 7231.77 | -10.02 | 3.45 | | 002031 | 巨轮智能 | 7061.93 | 10.01 | 17.48 | | 000564 | 供销大集 | 5508.7 ...

证券研究报告 | 公司动态点评 2025 年 09 月 02 日 江海股份（002484.SZ） AI 服务器驱动超容增长，Q2 营收创历史新高 | 财务指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入（百万元） | 4,845 | 4,808 | 5,816 | 6,890 | 7,889 | | 增长率 yoy（%） | 7.1 | -0.8 | 21.0 | 18.5 | 14.5 | | 归母净利润（百万元） | 707 | 655 | 801 | 1,000 | 1,150 | | 增长率 yoy（%） | 6.9 | -7.4 | 22.4 | 24.8 | 15.0 | | ROE（%） | 12.8 | 11.2 | 12.4 | 13.7 | 14.0 | | EPS 最新摊薄（元） | 0.83 | 0.77 | 0.94 | 1.18 | 1.35 | | P/E（倍） | 44.1 | 47.6 | 38.9 | 31.2 | 27.1 | | P/B（倍） ...

New Stock Issuance - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - KaiPu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) announced on August 30, 2025, regarding its stock activities[1] Trading Alerts - JiShi Media (601929) issued a notice on August 30, 2025, regarding trading activities[1] - XianDao Intelligent (300450) and DeChuang Environmental (603177) both reported updates on September 2, 2025[1] - Huahai Pharmaceutical (600521) and *ST HuiCheng (002168) also provided trading updates on September 2, 2025[1] Abnormal Fluctuations - Several companies, including Changjiang Materials (001296) and WanBangDe (002082), reported abnormal fluctuations on August 28, 2025[3] - Longjing Technology (301396) and Jinli Yongci (300748) also noted significant trading irregularities on August 27, 2025[3] - The report includes multiple links to announcements regarding trading activities and fluctuations for various companies[3]

| | 买入金额最大的前5名 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | | 660次 47.73% | 2 | 41335.12 | 9.06% | | 2 | 机构专用 | | 1671次 43.69% | ▲ | 11996.61 | 2.63% | | 3 | 机构专用 | | 1671次 43.69% | A | 9538.39 | 2.09% | | 4 | 机构专用 | | 1671次 43.69% | A | 9374.09 | 2.06% | | 5 | 广发证券股份有限公司东莞大朗证券营业部 | | 0.00% 1次 | A | 8067.57 | 1.77% | | | 卖出金额最大的前5名 | | | | | | | 序号 | | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | | 660次 47.73% | 2 | 41335.12 | 9.06% | | 2 ...

（原标题：江海股份跌停，6机构现身龙虎榜） 江海股份今日跌停，全天换手率15.85%，成交额45.61亿元，振幅14.92%。龙虎榜数据显示，机构净卖 出822.78万元，深股通净买入2.34亿元，营业部席位合计净买入2676.25万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-7.95%上榜，机构专用席位净卖出822.78万元，深股 通净买入2.34亿元。 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14.35亿元，其中，买入成交额为8.44亿 元，卖出成交额为5.91亿元，合计净买入2.52亿元。 资金流向方面，今日该股主力资金净流出5.86亿元，其中，特大单净流出3.85亿元，大单资金净流出 2.02亿元。近5日主力资金净流出6.67亿元。 融资融券数据显示，该股最新（9月1日）两融余额为15.82亿元，其中，融资余额为15.79亿元，融券余 额为313.64万元。近5日融资余额合计增加4.75亿元，增幅为43.03%，融券余额合计减少102.31万元，降 幅24.60%。（数据宝） | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- ...

江海股份今日跌停，成交额45.61亿元，换手率15.85%，盘后龙虎榜数据显示，深股通专用席位买入 4.13亿元并卖出1.79亿元，3家机构专用席位净买入2.29亿元，有3家机构专用席位净卖出2.37亿元。 ...

Group 1 - A significant number of high-profile stocks, including Jingwang Electronics, Changfei Fiber, and Jimin Health, have hit the daily limit down [1] - Over 30 stocks, such as Tianfu Communication and Huahong Company, have experienced declines exceeding 10% [1]