截至8月4日开盘一小时，主力资金流入前20的股票分别为：长城军工（4.88亿元）、海光信息（4.57亿 元）、山河智能（4.31亿元）、航天电子（4.00亿元）、利君股份（3.28亿元）、赤峰黄金（2.53亿 元）、顺钠股份（2.37亿元）、工商银行（2.14亿元）、浙大网新（2.09亿元）、长城电工（2.04亿 元）、爱乐达（2.03亿元）、中金黄金（1.95亿元）、中国银行（1.94亿元）、神州泰岳（1.89亿元）、 光线传媒（1.70亿元）、万里马（1.65亿元）、江海股份（1.60亿元）、长盛轴承（1.55亿元）、民生银 行（1.52亿元）、圣邦股份（1.46亿元）。 作者：金股通 本文源自：金融界 ...

Group 1 - The data center power supply concept has strengthened, with significant stock price increases observed [1] - Jianghai Co., Ltd. reached the daily limit increase, while Kexin New Energy rose over 15% [1] - Other companies such as Oulutong and Jinpan Technology saw stock price increases of over 5% [1]

Core Viewpoint - The early trading session saw a strong performance in the data center power supply sector, with companies like Jianghai Co. hitting the daily limit up, and others such as Kexin New Source rising over 10% due to the growing advantages of HVDC in AI data centers as highlighted by Everbright Securities [1] Group 1: Market Performance - Jianghai Co. reached the daily limit up, indicating strong investor interest [1] - Kexin New Source experienced a rise of over 10%, reflecting positive market sentiment [1] - Other companies such as Oulu Tong, Kangsheng Co., Jinpan Technology, and Chuanrun Co. also saw gains, showcasing a broader trend in the sector [1] Group 2: Industry Insights - Everbright Securities noted that the rapid development of the AI industry is enhancing the advantages of HVDC in data centers [1] - The penetration rate of HVDC technology is expected to continue increasing, indicating a growing market opportunity [1] - The domestic data center HVDC market is characterized by high concentration, suggesting that companies with established HVDC products or potential development capabilities will benefit from upcoming growth opportunities [1]

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry in China [4] Core Viewpoints - The demand for AI computing facilities is expected to drive the growth of SiC/GaN power devices, opening up new growth opportunities in the industry [2][24] - The report emphasizes that the application potential of SiC/GaN in AI computing facility power supply systems has not been fully explored, and future demand is likely to continue increasing [7][24] Summary by Sections Investment Recommendations and Targets - AI server and data center demand is anticipated to create growth opportunities for SiC/GaN power devices. Key companies to watch include: - GaN industry leader Innoscience - Major power device manufacturers such as Wingtech Technology, China Resources Microelectronics, New Clean Energy, Star Semiconductor, and Tianyue Advanced - Wafer foundry company Chipone Integrated Circuits focusing on SiC power devices - Passive component companies like Farah Electronics and Jianghai Co., Ltd. - Companies in the third-generation semiconductor equipment market like Zhongwei Company [2][29] Industry Dynamics - The report highlights that AI computing facilities will increase the demand for SiC/GaN devices, particularly in high-voltage direct current (HVDC) and power module applications [7][8] - The transition from traditional power supply architectures to higher voltage systems (800V DC) is expected to enhance power transmission efficiency, thus driving the adoption of SiC/GaN devices [10][14] - The report notes that the penetration rate of SiC in global power semiconductors is projected to reach 4.9% by 2024, while GaN's penetration is at 0.5% in 2023, indicating room for growth [21][22] Company Insights - Innoscience is recognized as the global leader in the GaN industry, with a revenue of 830 million yuan in 2024, reflecting a year-on-year growth of 39.8% [30][34] - Wingtech Technology is focusing on semiconductor business growth, with a revenue of 58.4 billion yuan in 2024, and is strategically transforming to enhance its position in the power semiconductor industry [40][44] - China Resources Microelectronics is experiencing steady revenue growth, achieving 10.12 billion yuan in 2024, with a focus on enhancing its SiC/GaN product capabilities [50][51]

Group 1 - The company, Jianghai Co., announced a share buyback plan, intending to repurchase 1,098,400 shares through a special securities account via centralized bidding [2] - The repurchased shares represent 0.1291% of the company's total share capital [2]

格隆汇8月1日丨江海股份(002484.SZ)公布，截至2025年7月31日，公司通过回购专用证券账户以集中竞 价方式回购公司股份109.84万股，占公司总股本的0.1291%。最高成交价为18.34元/股，最低为18.12元/ 股，总成交金额为人民币1999.828万元(不含印花税、交易佣金等交易费用)。 ...

格隆汇8月1日丨江海股份(002484.SZ)公布，截至2025年7月31日，公司通过回购专用证券账户以集中竞 价方式回购公司股份109.84万股，占公司总股本的0.1291%。最高成交价为18.34元/股，最低为18.12元/ 股，总成交金额为人民币1999.828万元(不含印花税、交易佣金等交易费用)。 ...

南通江海电容器股份有限公司 关于回购公司股份的进展公告 证券代码:002484 证券简称：江海股份 公告编号：2025-038 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 南通江海电容器股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日召开 第七届董事会第三次会议，审议通过了《关于回购公司股份方案的议案》。 公司 决定以自有资金通过深圳证券交易所交易系统以集中竞价交易方式回购公司已 发行的部分人民币普通股（A 股）股票，并在未来将前述回购股份用于股权激励 计划或员工持股计划。回购股份价格不超过人民币 20 元/股，回购资金总额不低 于人民币 5,000 万元（含），不超过人民币 10,000 万元（含）。具体内容详见 2025 年 4 月 9 日公司在指定信息披露媒体及巨潮资讯网（www.cninfo.com.cn）上披 露的《南通江海电容器股份有限公司关于回购公司股份方案的公告》（公告编号： 2025-025）。 因公司实施 2024 年年度权益分派，自 2025 年 5 月 30 日起公司回购股份价 格上限由不超过 20 元/股调整为不超过 1 ...

从资金流向上来看，当日元件板块主力资金净流出5.81亿元，游资资金净流入1.5亿元，散户资金净流入 4.31亿元。元件板块个股资金流向见下表： 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。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688183 | 生益电子 | 53.17 | 6.11% | 40.31万 | 22.13 乙 | | 600183 | 生益科技 | 42.92 | 3.80% | 45.23万 | 19.44 Z | | 300657 | 弘信电子 | 29.61 | 3.42% | 47.86万 | 14.18亿 | | 002463 | 沪电股份 | 56.27 | 3.29% | 83.61万 | 47.46亿 | | 300319 | 麦捷科技 | 11.45 | 3.15% | 51.43万 | 5.78亿 | | 002384 | 东山精密 | 58.49 | 3.14% | 95. ...

Group 1 - The company completed the cancellation of its fundraising special account as the investment projects "Supercapacitor Industrialization Project" and "High Voltage Large Capacity Film Capacitor Project" have reached the predetermined usable status and met the completion conditions [2] - The total amount raised through the non-public offering was approximately 1.2 billion yuan, with a net amount of about 1.18 billion yuan after deducting issuance costs [1] - The company has established a special account for the management and storage of the raised funds, in compliance with relevant regulations and agreements [1][2] Group 2 - The board of directors approved the conclusion of the fundraising projects and the permanent allocation of surplus funds to supplement working capital for daily operations and business development [2] - The company has completed the payment of pending amounts related to the fundraising projects, totaling 50.48 million yuan, and transferred all surplus funds and interest out of the special account [2] - The company has notified the sponsor and representative of the cancellation of the fundraising special account, leading to the termination of the corresponding tripartite supervision agreement [2]