（记者 王瀚黎） 南兴股份（002757.SZ）8月12日在投资者互动平台表示，子公司唯一网络目前与 OpenAl无业务合作。 唯一网络定位于领先的数字经济基础设施服务提供商，广泛服务于人工智能、互联网、数字娱乐、政 企、金融、电子商务、教育、医疗、物流、智能制造等多个领域。公司始终保持开放进取的心态，寻求 与各类合作伙伴展开联合创新，为行业客户提供定制化解决方案。 每经AI快讯，有投资者在投资者互动平台提问：请问GPT5预计什么时候发布，公司和OPENAI合作开 发的产品具有哪些产品优势，谢谢。 ...

Group 1 - The A-share market saw a collective decline in AI smart entity concept stocks, with notable drops including Dingjie Zhizhi down over 10% and Jinxiandai down over 9% [1][2] - Other companies also experienced significant declines, such as Nengke Technology down over 7%, Yinsai Group, Ruina Intelligent, and Shuiyou Co., Ltd. down over 6% [1][2] - The overall trend indicates a bearish sentiment in the AI sector within the A-share market [1] Group 2 - Specific stock performance includes Dingjie Zhizhi at -10.26% with a total market value of 16.1 billion, and Jinxiandai at -9.57% with a market value of 5.85 billion [2] - Other notable declines include Wanjing Technology at -8.33% and Nengke Technology at -7.10%, with respective market values of 15.4 billion and 9.861 billion [2] - The year-to-date performance shows significant gains for some stocks, such as Huichan Co., Ltd. with a 138.78% increase despite the recent decline [2]

Group 1 - The main focus of the article is on the significant outflow of capital from specific stocks as of August 1, with a detailed list of the top 20 stocks experiencing the largest capital outflows [1] - The stock with the highest capital outflow is Xinyi Semiconductor, with an outflow of 1.468 billion [1] - Other notable stocks with substantial outflows include Northern Rare Earth (1.250 billion), Tianfeng Securities (1.207 billion), and WuXi AppTec (0.896 billion) [1] Group 2 - The total capital outflows from the top 20 stocks indicate a trend of investors pulling back from these companies, which may reflect broader market sentiments [1] - The data highlights a diverse range of sectors affected, including technology, materials, and finance, suggesting a widespread concern among investors [1] - The cumulative outflow from these stocks could impact their market performance and investor confidence moving forward [1]

Key Points - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of August 1, with specific amounts listed for each stock [1][2] Group 1: Capital Outflow - The stock with the highest capital outflow is Xinyi Technology, with an outflow of 1.442 billion yuan [1] - Northern Rare Earth follows with a capital outflow of 982 million yuan [1] - Tianfeng Securities experienced an outflow of 855 million yuan [1] - WuXi AppTec saw a capital outflow of 787 million yuan [1] - Other notable outflows include Zhongji Xuchuang (660 million yuan), Inspur Information (640 million yuan), and Shenghong Technology (626 million yuan) [1] - The total outflows from these stocks indicate a trend of capital withdrawal from the market [1]

Market Overview - The Shanghai Composite Index fell by 1.18% to close at 3573.21 points, with a daily high of 3606.37 points [1] - The Shenzhen Component Index decreased by 1.73% to 11009.77 points, reaching a maximum of 11223.64 points [1] - The ChiNext Index dropped by 1.66% to 2328.31 points, with a peak of 2394.22 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 19784.97 billion yuan, with a financing balance of 19646.98 billion yuan and a securities lending balance of 137.99 billion yuan [2] - The margin trading and securities lending balance increased by 0.9 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 10106.42 billion yuan, decreasing by 5.54 billion yuan from the previous day, while the Shenzhen market's balance was 9678.55 billion yuan, increasing by 6.45 billion yuan [2] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - Xinyi Technology (300502.SZ) with 23.63 billion yuan - Zhongji Xuchuang (300308.SZ) with 20.8 billion yuan - Shenghong Technology (300476.SZ) with 17.1 billion yuan [3] Fund Issuance - Two new funds were launched: Huafu Medical Innovation Mixed Initiation A and Huafu Medical Innovation Mixed Initiation C [4] Top Net Buying by Brokerage Firms - The top ten net buying amounts by brokerage firms were: - Nord Shares (600110.SH) with 422.75 million yuan - Great Wall Military Industry (601606.SH) with 385.34 million yuan - Yidian Tianxia (301171.SZ) with 375.30 million yuan [6][7]

Group 1 - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of August 1, with notable amounts withdrawn from various companies [1] - The stock with the highest capital outflow is Northern Rare Earth, with a withdrawal of 878 million yuan [1] - Other companies experiencing substantial outflows include Xinyi Technology (-872 million yuan), Tianfeng Securities (-628 million yuan), and Inspur Information (-558 million yuan) [1][1][1] Group 2 - The total outflows from the top 20 stocks indicate a trend of capital withdrawal from the market, which may reflect investor sentiment and market conditions [1] - The data highlights a diverse range of sectors affected, including technology, finance, and materials, suggesting a broad market impact [1][1] - The article provides a detailed list of the top 20 stocks with their respective outflow amounts, which can be useful for investors analyzing market trends [1]

南兴股份今日涨停，全天换手率27.79%，成交额16.96亿元，振幅4.76%。龙虎榜数据显示，深股通净买 入403.20万元，营业部席位合计净买入1.40亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达11.39%上榜，深股通净买入403.20万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨0.81%，上榜后5日平均涨1.59%。 资金流向方面，今日该股主力资金净流入5.38亿元，其中，特大单净流入5.84亿元，大单资金净流出 4619.48万元。近5日主力资金净流入6.48亿元。（数据宝） 南兴股份7月31日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 广发证券股份有限公司杭州富春路证券营业部 | 6176.92 | 0.22 | | 买二 | 国泰海通证券股份有限公司宜昌沿江大道证券营业部 | 4523.53 | 47.93 | | 买三 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 部 | 4209.86 | 0.00 | | 买四 | 华鑫证 ...

作者：金股通 截至7月31日收盘回顾，主力资金流入前20的股票分别为：三六零（11.33亿元）、易点天下（8.89亿 元）、用友网络（8.81亿元）、诺德股份（8.05亿元）、神州数码（7.60亿元）、天风证券（7.20亿 元）、长城军工（6.84亿元）、剑桥科技（6.81亿元）、拓维信息（6.16亿元）、寒武纪U（5.79亿 元）、利欧股份（5.47亿元）、XD工业富（5.43亿元）、浪潮信息（5.03亿元）、长盈精密（4.92亿 元）、川润股份（4.51亿元）、南兴股份（4.20亿元）、安科生物（4.03亿元）、农业银行（3.73亿 元）、昆仑万维（3.65亿元）、华胜天成（2.85亿元）。 本文源自：金融界 ...

金融界消息 截至2025年7月31日收盘，南兴股份（002757）报收于21.78元，上涨10.0%，换手率 27.79%，成交量78.39万手，成交金额16.96亿元。 天眼查商业履历信息显示，南兴装备股份有限公司，成立于1996年，位于东莞市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本29545.5913万人民币，实缴资本13159.66万 人民币。公司法定代表人为詹谏醒。 通过天眼查大数据分析，南兴装备股份有限公司共对外投资了6家企业，参与招投标项目35次，知识产 权方面有商标信息34条，专利信息808条，此外企业还拥有行政许可67个。 来源：金融界 资金流向方面，今日主力资金净流入4.20亿元，占比成交额24.74%。其中，超大单净流入5.41亿元、占 成交额31.91%，大单净流出12162.44万元、占成交额7.17%，中单净流出流出29323.24万元、占成交额 17.29%，小单净流出12650.12万元、占成交额7.46%。 南兴股份最新一期业绩显示，截至2025一季报，公司营业总收入8.45亿元、同比减少11.38%，归属净利 润4319.55万元，同比减少48 ...

Group 1 - AI application concept saw a strong rise on July 31, with companies like Yidian Tianxia (301171) hitting a 20% limit up, Huibo Yuntong (301316) rising over 16%, and others like Yongyou Network (600588) and Nanxing Co. (002757) also reaching limit up [1] - Alibaba updated its open-source Qwen 3 reasoning model, achieving significant improvements in general and deep thinking capabilities, supporting a context length of 256K and matching the performance of closed-source models like Gemini-2.5 pro and o4-mini [1] - Shanghai-based AI company Jieyue Xingchen launched its new generation foundational model Step3, which emphasizes multi-modal reasoning capabilities and aims to set a new industry standard for reasoning efficiency, with plans to open-source on July 31 [1] Group 2 - CITIC Securities noted that Alibaba's Qwen model has been open-sourced three times, and Jieyue Xingchen's new Step3 model significantly enhances reasoning efficiency, indicating a continuous improvement in domestic model capabilities [2] - The overseas AI coding sector is thriving, with GitHub Copilot projected to achieve approximately $400 million in ARR by December 2024, and Cursor surpassing $500 million in ARR, while Windsurf is expected to exceed $100 million in ARR by April 2025 [2] - Major domestic companies like ByteDance, Alibaba, and Tencent are entering the AI IDE market, which is expected to boost domestic model API usage, with ByteDance having open-sourced Coze on July 26 [2]