截至8月7日开盘一小时，主力资金流出前20的股票分别为：中国重工（-9.68亿元）、中国船舶（-6.88亿元）、长城军工（-4.77亿元）、内蒙一机（-4.38亿 元）、东方精工（-4.38亿元）、北方稀土（-4.29亿元）、胜宏科技（-3.80亿元）、机器人（-3.74亿元）、山河智能（-3.73亿元）、中际旭创（-3.52亿 元）、新易盛（-3.51亿元）、东方国信（-3.30亿元）、包钢股份（-2.47亿元）、宁德时代（-2.43亿元）、药明康德（-2.36亿元）、湖南天雁（-2.36亿 元）、巨轮智能（-2.22亿元）、东方财富（-2.13亿元）、华工科技（-1.94亿元）、翰宇药业（-1.93亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 中国重工 | 2.52 | -9.68亿元 | 船舶制送 | | 中国船舶 | 0.78 | -6.88亿元 | 船舶制送 | | 长城军工 | 7.32 | -4.77亿元 | 专用设备 | | 内蒙一机 | -2.07 | -4.38亿元 | 交运设备 | | 东方精工 | ...

Company Performance - The stock price of Dongfang Precision reached a historical high, increasing by 8.57% to 16.98 yuan, with a trading volume of 207 million shares and a transaction amount of 3.38 billion yuan, resulting in a turnover rate of 20.63% [2] - The latest total market capitalization of the company is 20.67 billion yuan, with a circulating market value of 17.02 billion yuan [2] - The company reported a first-quarter revenue of 989 million yuan, representing a year-on-year growth of 5.73%, and a net profit of 276 million yuan, showing a significant year-on-year increase of 517.55% [2] Industry Context - The mechanical equipment industry, to which Dongfang Precision belongs, experienced an overall decline of 0.43%, with 153 stocks rising and 426 stocks falling [2] - Among the rising stocks, Zhuozhao Point Glue, Haichuan Intelligent, and Southern Pump Industry had notable increases of 13.53%, 12.12%, and 10.68% respectively [2] - The company’s latest margin trading data shows a balance of 1.08 billion yuan, with a financing balance of 1.08 billion yuan, which has increased by 187 million yuan over the past 10 days, reflecting a growth of 20.97% [2] Future Outlook - The company issued a half-year performance forecast on July 10, estimating a net profit between 361 million yuan and 426 million yuan, indicating a year-on-year change of 120.00% to 160.00% [3]

Market Overview - On August 6, A-shares experienced a significant increase, with the Shanghai Composite Index closing at 3633.99 points, up 0.45%, marking a three-day consecutive rise and a new annual closing high [2] - The total market turnover reached 1.7592 trillion yuan, an increase of 143.4 billion yuan compared to the previous trading day [2] - Over 3300 stocks in the market rose, with nearly 100 stocks increasing by over 9%, primarily focusing on military and robotics sectors [2] Robotics Sector - The robotics sector saw a resurgence, with stocks like Haosen Intelligent and Guorui Technology hitting the daily limit of 20% [3] - IDC forecasts that the global robotics market will exceed $400 billion by 2029, with China accounting for nearly half of that market [3] - The Shanghai Municipal Government has issued a plan aiming for significant advancements in embodied intelligence technology by 2027, targeting a core industry scale of over 50 billion yuan [4] Military Industry - The military sector remains strong, with stocks like Changcheng Military Industry achieving a five-day four-limit rise [5] - China Shipbuilding and China Heavy Industry have received approval for a merger, with their stocks set to be suspended from trading starting August 13 [5] - The military sector's fundamentals are improving, with expectations for continued order announcements and growth in commercial aerospace and low-altitude economy sectors [5] Market Sentiment - The market sentiment remains optimistic, with expectations for the Shanghai Composite Index to continue its upward trend [6] - Strong policy support is anticipated to provide a foundation for market stability, with a focus on technology and small-cap growth sectors [6] - The upcoming half-year report season may lead to performance verification pressures on high-valuation stocks, suggesting a cautious approach to investment [6]

Core Viewpoint - The Shanghai Composite Index rose by 0.45% on August 6, with 24 industries experiencing gains, particularly the defense and military industry and machinery equipment, which increased by 3.07% and 1.98% respectively [1] Industry Summary Machinery Equipment Industry - The machinery equipment industry saw a rise of 1.98% with a net inflow of 4.367 billion yuan in main funds, ranking first among industries [2] - Out of 530 stocks in this sector, 422 stocks increased, with 13 hitting the daily limit, while 94 stocks declined [2] - The top three stocks with the highest net inflow were: - Dongfang Precision: 647 million yuan - Zhongdali De: 466 million yuan - Robot: 436 million yuan [2] - The industry also had 20 stocks with net outflows exceeding 50 million yuan, led by: - Shanhe Intelligent: -325 million yuan - Hanwei Technology: -166 million yuan - Dongjie Intelligent: -126 million yuan [3] Fund Flow Analysis - The top gainers in the machinery equipment sector included: - Dongfang Precision: +9.99% - Zhongdali De: +10.00% - Robot: +14.67% [2] - Conversely, the top losers in terms of fund outflow were: - Shanhe Intelligent: -1.92% - Hanwei Technology: -0.83% - Dongjie Intelligent: -16.43% [3]

格隆汇8月6日｜东方精工(002611)(002611.SZ)今日涨停，换手率20.21%，成交额30.84亿元。龙虎榜数 据显示，深股通买入1.79亿元，卖出2801万元，净买入1.51亿元；游资"城管希"位列买二席位，净买入 5878万元；"量化打板"位列买四席位，净买入3253万元；"屠文斌"位列买五席位，净买入2905万元。上 榜席位全天买入3.71亿元，卖出1.2亿元，合计净买入2.5亿元。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 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 | 卖出金额(万) | 占总成交比例 | 净额(万)2 | | | 深股通专用 | ...

从资金流向上来看，当日专用设备板块主力资金净流入18.16亿元，游资资金净流出10.72亿元，散户资金 净流出7.43亿元。专用设备板块个股资金流向见下表： 证券之星消息，8月6日专用设备板块较上一交易日上涨2.16%，豪森智能领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688529 | 家森書能 | 24.58 | 20.02% | 18.26万 | | 4.27 乙 | | 300472 | *ST新元 | 5.64 | 20.00% | 50.04万 | | 2.54亿 | | 688377 | 迪威尔 | 31.09 | 10.44% | 4.01万 | | 1.20亿 | | 603800 | 洪田股份 | 37.57 | 10.01% | 18.05万 | | 6.56亿 | | 002611 | 东方精工 | 15.64 | 9 ...

截至8月6日收盘，人形机器人概念上涨3.31%，位居概念板块涨幅第6，板块内，251股上涨，华密新材 30%涨停，豪森智能、海昌新材等20%涨停，杭齿前进、中大力德、内蒙一机等涨停，南京聚隆、奥比 中光、索辰科技等涨幅居前，分别上涨15.94%、14.49%、13.94%。跌幅居前的有芯朋微、海晨股份、 恒帅股份等，分别下跌3.35%、2.73%、1.91%。 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（%） | | --- | --- | --- | --- | | PEEK材料 | 5.97 | 辅助生殖 | -1.60 | | 中船系 | 5.26 | 细胞免疫治疗 | -1.55 | | 兵装重组概念 | 4.66 | 肝炎概念 | -1.54 | | MLOps概念 | 3.60 | 流感 | -1.41 | | 国产航母 | 3.35 | CRO概念 | -1.38 | | 人形机器人 | 3.31 | 医药电商 | -1.38 | | 减速器 | 2.91 | 仿制药一致性评价 | -1.30 | | 工业母机 | 2.69 | 减肥药 | -1.27 | ...

Group 1 - The A-share market is experiencing strong performance in the military industry stocks, with several companies showing significant price increases [1] - Notable stock performances include Huami New Materials rising by 20.06%, Jiayuan Technology hitting a 20% limit up, and Guorui Technology increasing by 17.39% [2] - Other companies such as Beifang Changlong, Robot, and Chenxi Aviation also saw substantial gains, with increases of over 15% [1][2] Group 2 - The total market capitalization of Huami New Materials is approximately 44.88 billion, with a year-to-date increase of 79.26% [2] - Jiayuan Technology has a market cap of 46.14 billion and a year-to-date increase of 63.40% [2] - Guorui Technology's market cap stands at 59.58 billion, with an impressive year-to-date increase of 166.10% [2]

据证券时报统计，机器人概念股年内股价平均上涨27.34%，中大力德、山河智能的股价涨幅居前，年 内分别上涨191.4%和129.51%。 目前机器人概念股中，有28股发布上半年业绩预告或快报，综合预估下限和快报数据来看，业绩同比增 长的概念股有14只。巨星科技的净利润规模最高，公司业绩略增，预测净利润约12.53亿元至13.73亿 元，同比增长5%至15%。 科沃斯的净利润规模次之，公司预计净利润约9.6亿元至9.9亿元，同比增长57.64%至62.57%。上半年， 公司通过创新产品组合、多价格带布局及线上线下并重等举措，实现国内外业务的持续稳步增长，带动 公司收入预计同比增长约25%。2025年二季度，公司收入预计同比增长近40%。 远大智能、海得控制、天奇股份、爱仕达等7股上半年业绩预计扭亏。东方精工的净利润预计呈翻倍增 长，公司预计上半年净利润约3.61亿元至4.26亿元，同比增长120%至160%。 ...

Core Insights - The stock price of Dongfang Precision Engineering on July 31 was 14.10 yuan, down 1.88% from the previous trading day, with a trading volume of 1.0486 million hands and a transaction amount of 1.489 billion yuan [1] - The company focuses on the research, production, and sales of intelligent packaging equipment and automated production lines, serving industries such as food and beverage, pharmaceuticals, daily chemicals, and electronics [1] - In the first quarter of 2025, the company implemented a cash dividend of 158 million yuan, accounting for 57% of the net profit attributable to shareholders [1] - The company has indicated a strategic focus on "artificial intelligence + robotics" and "controlled nuclear fusion key structural materials + nuclear power equipment" in line with national development strategies [1] - Dongfang Precision Engineering increased its stake in Aerospace New Power to 19.89% in 2025, continuing to deepen its strategic investment layout [1] Financial Data - On July 31, the net outflow of main funds for Dongfang Precision Engineering was 84.2393 million yuan, representing 0.6% of its circulating market value [2]