Workflow
SINODATA(002657)
icon
Search documents
48亿天量封板,游资爆炒这只AI液冷股!机构7亿出货衢州发展
Jin Tou Wang· 2025-08-19 00:46
Market Overview - On August 18, the Shanghai Composite Index reached a 10-year high, closing up 0.85% at 3728 points, while the Shenzhen Component Index rose 1.73%, marking a new high since April 2023. The ChiNext Index increased by 2.84%, reaching a new high since February 2023, and the North Star 50 Index surged by 6.79%, setting a historical high. Over 4000 stocks in the market saw gains, with hotspots focusing on liquid cooling, CPO, military industry, and shipbuilding sectors [1]. Stock Performance - Ji Shi Media (601929) achieved 7 consecutive trading limits in 11 days, while Dayuan Pump Industry (603757) and Feilong Co. (002536) recorded 6 and 5 consecutive trading limits, respectively. Guoji Precision (002046) also saw 6 trading limits in 11 days, and Tongzhou Electronics (002052) had 5 limits in 6 days [3]. Top Stocks on the Dragon and Tiger List - The top three net buying stocks on the Dragon and Tiger list were Liou Co. (002131) with 622 million yuan, Hengbao Co. (002104) with 486 million yuan, and Zhongke Jincai (002657) with 277 million yuan. The top three net selling stocks were Yingweike (002837) with 446 million yuan, Quzhou Development (600208) with 425 million yuan, and Wantong Development (600246) with 283 million yuan [4]. Sector Highlights - Liou Co. (AI marketing + liquid cooling pumps + Huawei concept) saw a trading limit with a turnover rate of 19.15% and a total transaction amount of 4.857 billion yuan. Institutional net buying reached 97.5249 million yuan, with a net purchase of 278 million yuan from the Shenzhen Stock Connect [5]. - The liquid cooling server market in China is projected to grow at a compound annual growth rate of 46.8% from 2024 to 2029, with the market size expected to exceed 16.2 billion USD by 2029, enhancing industry prosperity [6]. - Zhongke Jincai is exploring the application of stablecoins in cross-border payments for short dramas, aiming to solve traditional financial inefficiencies and high costs. The global stablecoin market was valued at approximately 232 billion USD as of March 2025 [8]. Company Developments - Shanghai Electric (electric power + mid-year report pre-increase + state-owned enterprise reform) achieved a trading limit with a turnover rate of 4.09% and a total transaction amount of 1.459 billion yuan. The company expects a net profit of 1.754 billion to 2.087 billion yuan for the mid-year report in 2025, representing a year-on-year increase of 32.18% to 57.27% due to reduced fuel costs and efficiency improvements [9].
北京中科金财科技股份有限公司股票交易异常波动公告
Group 1 - The company's stock (stock code: 002657) experienced an abnormal trading fluctuation with a cumulative deviation of 22.97% over three consecutive trading days from August 14 to August 18, 2025 [2] - The company confirmed that its recent operational situation is normal and there have been no significant changes in the internal and external operating environment [3] - The company has not identified any undisclosed significant information that could have impacted its stock trading price [3][4] Group 2 - The company has publicly disclosed the 2025 restricted stock incentive plan and the list of incentive objects, which was verified by the board's remuneration and assessment committee [8][9] - The public notice period for the incentive object list lasted for 10 days, during which no objections were raised by employees [10] - The remuneration and assessment committee confirmed that all individuals on the incentive list meet the qualifications as per relevant laws and regulations [12][14]
中科金财:股票交易异常波动公告
Core Viewpoint - Zhongke Jincai announced that its stock experienced an abnormal trading fluctuation, with a cumulative deviation of 22.97% over three consecutive trading days from August 14 to August 18, 2025 [1] Company Summary - The company confirmed that its recent operational situation is normal and that there have been no significant changes in the internal and external operating environment [1] - The company has not identified any need to correct or supplement previously disclosed information [1]
龙虎榜 | 48亿爆量封板,游资爆炒AI液冷!机构7亿出货衢州发展
Sou Hu Cai Jing· 2025-08-18 11:12
Market Overview - The Shanghai Composite Index reached a 10-year high on August 18, closing up 0.85% at 3728 points, while the Shenzhen Component Index rose 1.73%, marking its highest level since April 2023 [1] - The ChiNext Index increased by 2.84%, achieving its highest point since February 2023, and the North Star 50 Index surged by 6.79%, setting a historical record [1] - Over 4000 stocks in the market experienced gains, with significant focus on sectors such as liquid cooling, CPO, military industry, and shipbuilding [1] Key Stocks Performance - Long-term stocks like Jishi Media (11 days, 7 boards) and liquid cooling server concept stocks such as Dayuan Pump (6 consecutive boards) and Feilong Co. (9 days, 5 boards) showed strong performance [3] - Notable stocks included: - Great Wall Motor (up 10.01% to 66.29) [2] - ST Aowei (up 5.01% to 4.40) driven by military informationization and restructuring expectations [2] - Jishi Media (up 9.95% to 4.31) linked to the film "731" and AI technology [2] - Dayuan Pump (up 49.99% to 51.85) related to liquid cooling servers [2] Institutional Investment Trends - The top three net buying stocks on the daily leaderboard were: - Liou Co. with a net buy of 622 million yuan [5] - Hengbao Co. with a net buy of 486 million yuan [5] - Zhongke Jincai with a net buy of 277 million yuan [5] - Conversely, the top three net selling stocks were: - Yingweike with a net sell of 446 million yuan [6] - Quzhou Development with a net sell of 425 million yuan [6] - Wantong Development with a net sell of 283 million yuan [6] Industry Insights - The liquid cooling server market in China is projected to grow at a compound annual growth rate (CAGR) of 46.8% from 2024 to 2029, with the market size expected to exceed $16.2 billion by 2029 [11] - Liou's digital media agency has become a leading agent for major domestic smartphone manufacturers, with cooperation scales surpassing 10 billion yuan [11] - Zhongke Jincai is exploring stablecoin applications in cross-border payments and has partnered with Kuaishou for micro-short dramas using AI technology [14]
龙虎榜 | 48亿爆量封板,游资爆炒这只AI液冷股!机构7亿出货衢州发展
Ge Long Hui· 2025-08-18 10:31
Market Overview - On August 18, the Shanghai Composite Index reached a 10-year high, closing up 0.85% at 3728 points, while the Shenzhen Component Index rose 1.73%, marking a new high since April 2023. The ChiNext Index increased by 2.84%, reaching its highest since February 2023, and the North Star 50 Index surged 6.79%, setting a historical high. Over 4000 stocks in the market saw gains, with hotspots focusing on liquid cooling, CPO, military industry, and shipbuilding sectors [1]. Key Stocks Performance - Notable stocks included: - Great Wall Military (601606) up 10.01% at 66.29, with 13 trading days and 8 boards [2]. - ST Fengwei (002231) up 5.01% at 4.40, driven by military informationization and restructuring expectations [2]. - Jishi Media (601929) up 9.95% at 4.31, linked to the film "731" and AI applications [2]. - Deyuan Pump (603757) up 9.99% at 51.85, associated with liquid cooling servers [2]. - Huasheng Tiancheng (600410) up 10.00% at 20.68, related to Huawei concepts and AI applications [2]. Sector Insights - The liquid cooling server market is projected to grow at a compound annual growth rate (CAGR) of 46.8% from 2024 to 2029, with the market size expected to exceed $16.2 billion by 2029, enhancing industry prosperity [12]. - Companies like Liou Digital Media have become leading agents for major domestic smartphone manufacturers, with cooperation scales exceeding 10 billion yuan, leveraging AI technology to enhance marketing efficiency [12]. Institutional Activity - The top three net purchases on the daily leaderboard were: - Liou Shares (002131) with a net purchase of 975.25 million yuan [9]. - Hengbao Shares (002104) with a net purchase of 486 million yuan [5]. - Zhongke Jincai (002657) with a net purchase of 277.7 million yuan [5]. - The top three net sales were: - Yingweike (002837) with a net sale of 446 million yuan [6]. - Quzhou Development (600208) with a net sale of 425 million yuan [6]. - Wantong Development (600246) with a net sale of 283 million yuan [6]. Company Highlights - Shanghai Electric (601519) saw a significant increase, closing up 10.03% at 12.94, with a projected net profit for the mid-year report expected to grow by 32.18% to 57.27% due to reduced fuel costs and efficiency improvements [20]. - Zhongke Jincai is exploring stablecoin applications in cross-border payments for short drama exports, aiming to enhance financial efficiency and reduce costs [16].
中科金财(002657) - 股票交易异常波动公告
2025-08-18 09:47
一、股票交易异常波动具体情况 北京中科金财科技股份有限公司(以下简称"公司")股票(股票简称:中 科金财,股票代码:002657)自 2025 年 8 月 14 日起收盘价格涨跌幅偏离值连续 三个交易日(2025 年 8 月 14 日、2025 年 8 月 15 日、2025 年 8 月 18 日)累计 偏离 22.97%,根据《深圳证券交易所交易规则》的有关规定,属于股票交易异 常波动。 证券代码:002657 证券简称:中科金财 公告编号:2025-041 北京中科金财科技股份有限公司 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。 三、不存在应披露而未披露信息的声明 本公司董事会确认,本公司目前没有任何根据深交所《股票上市规则》等有 关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等; 董事会也未获悉本公司有根据深交所《股票上市规则》等有关规定应予以披露而 未披露的、对本公司股票及其衍生品种交易价格产生较大影响的信息;公司前期 披露的信息不存在需要更正、补充之处。 四、风险提示 二、公司关注、核实情况的说明 针对 ...
中科金财:股票交易异常波动
Xin Lang Cai Jing· 2025-08-18 09:38
中科金财公告,公司股票自2025年8月14日起收盘价格涨跌幅偏离值连续三个交易日累计偏离22.97%, 属于股票交易异常波动。经核实,公司近期经营情况正常,内外部环境未发生重大变化,前期披露的信 息无需更正或补充,近期未发现可能影响股价的未公开重大信息。公司控股股东和实际控制人未在异常 波动期间买卖公司股票。 ...
中科金财涨停,龙虎榜上机构买入2.15亿元,卖出4022.80万元
中科金财今日涨停,全天换手率28.24%,成交额34.84亿元,振幅15.18%。龙虎榜数据显示,机构净买 入1.75亿元,深股通净买入4005.05万元,营业部席位合计净买入6193.63万元。 深交所公开信息显示,当日该股因日振幅值达15.18%、日涨幅偏离值达8.24%上榜,机构专用席位净买 入1.75亿元,深股通净买入4005.05万元。 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9.93亿元,其中,买入成交额为6.35亿 元,卖出成交额为3.58亿元,合计净买入2.77亿元。 具体来看,今日上榜的营业部中,共有3家机构专用席位现身,即买二、买五、卖三,合计买入金额 2.15亿元,卖出金额4022.80万元,合计净买入1.75亿元,深股通为第一大买入营业部及第一大卖出营业 部,买入金额为2.26亿元,卖出金额为1.86亿元,合计净买入4005.05万元。 (文章来源:证券时报网) 近半年该股累计上榜龙虎榜8次,上榜次日股价平均涨0.79%,上榜后5日平均跌4.19%。 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | ...
IT服务板块8月18日涨2.95%,佳华科技领涨,主力资金净流出1.17亿元
Market Performance - On August 18, the IT services sector rose by 2.95%, with Jiahua Technology leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Top Gainers in IT Services - Jiahua Technology (688051) closed at 39.71, up 13.59% with a trading volume of 39,200 lots and a turnover of 149 million [1] - Huina Technology (300609) closed at 59.88, up 13.41% with a trading volume of 183,400 lots and a turnover of 1.098 billion [1] - Guozi Software (872953) closed at 41.69, up 10.52% with a trading volume of 91,100 lots and a turnover of 36.5 million [1] - Huasheng Tiancai (600410) closed at 20.68, up 10.00% with a trading volume of 1,651,700 lots and a turnover of 3.357 billion [1] - Zhongke Jincai (002657) closed at 38.85, up 9.99% with a trading volume of 949,700 lots and a turnover of 3.484 billion [1] Underperformers in IT Services - Sichuang Medical (300078) closed at 3.57, down 10.08% with a trading volume of 1,800,800 lots and a turnover of 633 million [2] - Yunda Technology (300440) closed at 13.59, down 5.89% with a trading volume of 402,300 lots and a turnover of 571 million [2] - ST Diwei (300167) closed at 6.89, down 4.04% with a trading volume of 223,700 lots and a turnover of 157 million [2] Capital Flow Analysis - On the same day, the IT services sector experienced a net outflow of 117 million from institutional investors and 1.358 billion from speculative funds, while retail investors saw a net inflow of 1.475 billion [2][3] - Major stocks like Huasheng Tiancai and Runhe Software saw varying degrees of net inflow and outflow from different investor categories [3]
短剧游戏概念涨4.61%,主力资金净流入35股
Group 1 - The short drama game concept sector rose by 4.61%, ranking fourth among concept sectors, with 56 stocks increasing in value, including Huazhi Shumei and Huace Film & TV reaching a 20% limit up [1] - Major stocks in the sector that saw significant gains include Mango Excellent Media, Zhongke Jincai, and Ciweng Media, which rose by 16.98%, 14.36%, and 10.45% respectively [1] - The sector attracted a net inflow of 2.293 billion yuan from main funds, with 35 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [1] Group 2 - The leading stocks in terms of net inflow include Huace Film & TV with a net inflow of 503.41 million yuan, followed by Mango Excellent Media and Zhongke Jincai with net inflows of 319.92 million yuan and 314.21 million yuan respectively [2] - The net inflow ratios for Ciweng Media, Huanrui Century, and Huazhi Shumei were 43.70%, 38.17%, and 17.35% respectively, indicating strong investor interest [2][3] - The trading volume and turnover rates for key stocks in the sector show significant activity, with Huace Film & TV having a turnover rate of 24.51% and Mango Excellent Media at 13.81% [2][3]