8月7日，上证指数上涨0.16%，深证成指下跌0.18%，创业板指下跌0.68%。盘后龙虎榜数据显示，共有49只个股 因当日异动登上龙虎榜，资金净流入最多的是硕贝德（300322.SZ），达5.33亿元。 据21投资通智能监测，30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15只。 5.33亿元资金抢筹硕贝德，1.7亿元资金出逃山河智能 49只上榜的龙虎榜个股中，24只个股被净买入，25只个股被净卖出。其中，资金净买入最多的是硕贝德，达5.33 亿元，占总成交金额的13.8%。硕贝德当日收盘上涨20%，换手率为35.63%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 硕贝德 | 20% | 53286 | 13.8% | 35.63% | 普通席位买入，成功 | | | | | | | 率45.57% | | 东信和平 | 9.99% | 24539 | 5.3% | 27.72% | 主力做T,成功率5 | | | | | ...

Group 1 - The core point of the news is that Dongfang Precision (002611.SZ) has experienced a significant stock price fluctuation, with a cumulative increase of 20% over two consecutive trading days (August 6 and August 7, 2025), indicating abnormal trading activity [1] - The company has signed a strategic cooperation agreement with Leju (Shenzhen) Robot Technology Co., Ltd., which serves as an intention document for future collaboration, although it does not specify any financial commitments [1] - The agreement includes clauses related to intellectual property, confidentiality, external publicity, and anti-commercial bribery, but other terms are not binding for both parties [1] Group 2 - The food and beverage ETF (product code: 515170) tracks the CSI segmented food and beverage industry theme index and has seen a recent increase of 1.23% over the past five days [2] - The ETF has a price-to-earnings ratio of 20.01 times, indicating its valuation relative to earnings [2] - The latest share volume for the ETF is 6 billion shares, with no change in the number of shares, and a net inflow of 382,000 yuan from major funds [2]

002611 东方精工 股票交易异常波动公告 证券代码：002611 证券简称：东方精工 公告编码：2025-032 广东东方精工科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 广东东方精工科技股份有限公司（以下简称"公司"或"本公司"）的股票（股票 简称：东方精工，股票代码：002611）已连续 2 个交易日内（2025 年 8 月 6 日、2025 年 8 月 7 日）日收盘价格涨幅偏离值累计达到 20％，根据深圳证券交易所的有关规 定，属于股票交易异常波动的情况。 二、关注和核实情况的说明 针对公司股票交易异常波动情况，公司通过自查及书面函询方式对控股股东及 实际控制人就相关事项进行了核实，现将核实情况说明如下： 1、经核实，公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较 大影响的未公开重大信息。 002611 东方精工 股票交易异常波动公告 三、不存在应披露而未披露信息的说明 本公司董事会确认，除在指定媒体上已公开披露的 ...

Core Viewpoint - The stock of Dongfang Precision (002611.SZ) has experienced an abnormal fluctuation, with a cumulative price increase of 20% over two consecutive trading days on August 6 and August 7, 2025 [1] Group 1: Stock Performance - Dongfang Precision's stock price has deviated significantly, indicating unusual trading activity [1] Group 2: Strategic Cooperation - The company has signed a strategic cooperation agreement with Leju (Shenzhen) Robotics Co., Ltd., which serves as an intention document for future collaboration [1] - The agreement outlines the mutual cooperation intentions but does not specify any financial commitments [1] - Other terms in the agreement, aside from those related to intellectual property, confidentiality, external publicity, and anti-commercial bribery, are not binding [1]

Group 1 - The stock of Dongfang Precision Industry experienced a limit-up increase, with a turnover rate of 32.95% and a transaction amount of 5.494 billion yuan, showing a volatility of 7.50% [2] - Institutional investors net bought 161 million yuan, while the Shenzhen Stock Connect recorded a net purchase of 8.98 million yuan, and the total net selling by brokerage seats was 72.64 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 10.05% and a turnover rate of 32.95% [2] Group 2 - As of August 6, the margin trading balance for the stock was 1.082 billion yuan, with a financing balance of 1.08 billion yuan and a securities lending balance of 2.1568 million yuan [3] - Over the past five days, the financing balance increased by 84.36 million yuan, representing an increase of 8.47%, while the securities lending balance rose by 1.1494 million yuan, with a growth rate of 114.10% [3] - The top five trading departments accounted for a total transaction amount of 980 million yuan, with a net purchase of 97.69 million yuan [2][3]

| 连板股 8.7 | | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 中马传动 | 5 | 汽车零部件 | | *ST东晶 | 5 | 电子元器件 | | *ST宇顺 | 5 | 消费电子 | | 长城军工 | ব | 生工 | | 国机精工 | 4 | 军工+机器人 | | 北纬科技 | 4 | 机器人+车联网 | | 福日电子 | 4 | 机器人 | | ST晨鸣 | 3 | 造纸 | | 日海智能 | 3 | 液冷服务器 | | 中欣氣材 | 3 | PEEK材料 | | 华米环能 | 3 | 光伏 | | 洪通燃气 | 3 | 天然气 | | ST西发 | 2 | 啤酒 | | 华纬科技 | 2 | 机器人 | | *ST奥维 | 2 | 走工 | | 东方精工 | 2 | 人形机器人 | | 任总统计 | り | FT | | 11:24:11 | C | #T | | --- | --- | --- | | 海立股份 | 2 | 光刻机 | | 云中马 | 2 | 纺织制造 | | | 第二则经 | 院數 | 汽车零部件板块 ...

Core Insights - The company is aligning with the national strategy for new productive forces by investing in "Artificial Intelligence + Robotics" and "Key Structural Materials for Controlled Nuclear Fusion + Nuclear Power Equipment" [2] - The company has increased its stake in Aerospace New Power to 19.89% and established a strategic partnership with Leju Robotics [2] - The "Digital Factory" project has been completed and recognized as a demonstration workshop for digital intelligence in Foshan, enhancing operational efficiency through comprehensive management of order progress and production performance [2] - The subsidiary, Dongfang Hezhi, has launched customized products like "InterLink" to provide intelligent solutions for the packaging industry [2] - The robotics sector is gaining momentum, highlighted by the recent issuance of the "Embodied Intelligence Industry Development Implementation Plan" in Shanghai and the upcoming World Robot Conference in Beijing, with NVIDIA's deep involvement [2]

Group 1 - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of August 7, with notable amounts withdrawn from various companies [1][2] - China Shipbuilding Industry Corporation (中国重工) experienced the highest capital outflow at 1 billion yuan, followed by Zhongji Xuchuang (中际旭创) with 722 million yuan [1] - Other companies with substantial capital outflows include Xinyi Technology (新易盛) at 661 million yuan, China Shipbuilding (中国船舶) at 614 million yuan, and WuXi AppTec (药明康德) at 593 million yuan [1] Group 2 - The list of companies with the largest capital outflows also includes Changcheng Military Industry (长城军工) at 510 million yuan and Shenghong Technology (胜宏科技) at 506 million yuan [1] - Northern Rare Earth (北方稀土) saw an outflow of 476 million yuan, while Inner Mongolia First Machinery Group (内蒙一机) had 461 million yuan [1] - Other notable companies with significant outflows include Shanhe Intelligent (山河智能) at 441 million yuan and Dongfang Precision (东方精工) at 439 million yuan [1]

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]