金融界消息 截至2025年7月30日收盘，英维克（002837）报收于36.55元，上涨9.99%，换手率9.37%， 成交量78.94万手，成交金额28.59亿元。 资金流向方面，今日主力资金净流入8.35亿元，占比成交额29.23%。其中，超大单净流入10.42亿元、 占成交额36.44%，大单净流出20632.53万元、占成交额7.22%，中单净流出流出48159.95万元、占成交 额16.85%，小单净流出35382.79万元、占成交额12.38%。 英维克最新一期业绩显示，截至2025一季报，公司营业总收入9.33亿元、同比增长25.07%，归属净利润 4801.05万元，同比减少22.53%，扣非净利润4180.14万元，同比减少23.03%，流动比率1.764、速动比率 1.355、资产负债率52.12%。 通过天眼查大数据分析，深圳市英维克科技股份有限公司共对外投资了18家企业，参与招投标项目848 次，知识产权方面有商标信息145条，专利信息1373条，此外企业还拥有行政许可22个。 来源：金融界 天眼查商业履历信息显示，深圳市英维克科技股份有限公司，成立于2005年，位于深圳市，是一家以从 ...

涨停股中，*ST椰岛、*ST华微等3只股为ST股。连续涨停天数看，西藏旅游已连收8个涨停板，连续涨 停板数量最多。从上午收盘涨停板封单量来看，凯撒旅业最受资金追捧，上午收盘涨停板封单有 6504.63万股，其次是安泰集团、西宁特钢等，涨停板封单分别有5794.76万股、5644.20万股。以封单金 额计算，王力安防、英维克、慈文传媒等涨停板封单资金最多，分别有4.67亿元、4.50亿元、4.47亿 元。（数据宝） 两市涨停股一览 截至上午收盘，上证指数报收3628.53点，上涨0.52%；深证成指收于11283.18点，下跌0.06%；创业板 指下跌0.71%；科创50指数下跌0.22%。 不含当日上市新股，今日可交易A股中，上涨个股有2047只，占比38.01%，下跌个股有3118只，平盘个 股220只。其中，收盘股价涨停的有35只，跌停股有3只。 证券时报·数据宝统计显示，涨停个股中，主板有31只，创业板3只，科创板1只。以所属行业来看，上 榜个股居前的行业有医药生物、机械设备、传媒行业，上榜个股分别有7只、4只、3只。 | 600727 | 鲁北化工 | 8.65 | 10.11 | 1387.10 | ...

本文源自：金融界 作者：金股通 截至7月30日午间收盘，主力资金流入前20的股票分别为：英维克（6.92亿元）、中国平安（6.87亿 元）、兆易创新（5.89亿元）、N悍高（3.63亿元）、万华化学（3.13亿元）、农业银行（3.01亿元）、 中文在线（2.90亿元）、居然智家（2.82亿元）、通威股份（2.50亿元）、凯撒旅业（2.40亿元）、北方 华创（2.18亿元）、包钢股份（2.09亿元）、德福科技（1.95亿元）、招商银行（1.93亿元）、光线传媒 （1.90亿元）、平安银行（1.90亿元）、北斗星通（1.88亿元）、华泰证券（1.87亿元）、复星医药 （1.85亿元）、工商银行（1.67亿元）。 ...

主力资金监控：中银证券净卖出超7亿 智通财经7月30日电，智通财经星矿数据显示，今日早盘主力资金净流入银行、文化传媒、食品饮料行业等板块，净流出计算机、机 械设备、电新行业等板块，其中计算机板块净流出超55亿元。个股方面，英维克涨停，主力资金净买入7.00亿元位居首位，兆易创 新、中国平安、N悍高获主力资金净流入居前；中银证券遭净卖出超7亿元，恒生电子、宁德时代、北方稀土主力资金净流出额居 前。 | 排名 | 板块名称 | 主力资金净流出（亿元） | 主力资金净流出率(%) | | --- | --- | --- | --- | | – | 计算机 | -55.97 | -7.34 | | 2 | 机械设备 | -35.29 | -5.04 | | 3 | 电新行业 | -34.35 | -5.28 | | ব | 有色金属 | -29.28 | -5.82 | | 5 | 通信 | -27.38 | -6.53 | 星矿主力资金监控：早盘买入前十榜（截止时间： 10 时 50 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | - ...

Core Viewpoint - The mechanical sector showed an upward trend in July, with solid performance in themes such as solid-state battery equipment, humanoid robots, construction machinery, and shield machines [1][3] Investment Highlights - In July, the CITIC mechanical sector rose by 7.35%, outperforming the CSI 300 index by 2.28 percentage points, ranking 10th among 30 CITIC primary industries [2] - The top-performing sub-industries in July included laser processing equipment (up 15.53%), construction machinery (up 13.87%), and elevators (up 12.52%), while nuclear power equipment, 3C equipment, and industrial robots saw declines [2] Industry Insights and Recommendations - The company recommends focusing on domestic demand-driven sectors with strong fundamentals, stable profits, and high dividend yields, particularly in construction machinery, high-speed rail equipment, and mining metallurgy equipment [3] - Short-term market risk appetite has increased, benefiting growth sector investments, with a positive outlook for previously adjusted themes like humanoid robots and AIDC [3] - Specific recommendations include traditional construction machinery leaders (e.g., SANY Heavy Industry), high-speed rail equipment (e.g., Thinking Control), and mining metallurgy leaders (e.g., CITIC Heavy Industries, Zhongchuang Zhiling, Yituo Co., Ltd.) [3] - The company also suggests focusing on leading companies in humanoid robot components (e.g., Estun, Green Harmonic, Boke Co., Ltd.) and AIDC infrastructure beneficiaries (e.g., Invec, Yingliu Co., Ltd.) [3]

Summary of Key Points from Conference Call Records Industry Overview - The global computing power arms race is intensifying, with major tech companies like Google launching large-scale computing projects and planning significant investments over the next five years, indicating a rapid development phase for AI infrastructure [1][3] - CSP cloud vendors are actively investing in 800G/1.6T technology, with expected increases in AI investments from companies like Meta, Microsoft, and Amazon, benefiting optical module manufacturers such as Xuchuang and Xinyi [1][4] Company Performance and Recommendations - **Optical Module and Related Devices**: Companies like Tianfu, Taicheng, Changying Precision, and Shijia Optics are expected to benefit from industry growth, supported by favorable tariff policies and the U.S. AI action plan [1][6] - **Domestic Computing Power**: Active equity funds have increased holdings in Xuchuang and Xinyi, while domestic IDC companies like ZTE have seen reductions in holdings, indicating a potential undervaluation despite lower positions [1][7] - **Switching and Optical Module Companies**: Recommended companies include StarNet Ruijie and Ruijie Networks in the switching sector, and Huagong Technology and Guangxun Technology in optical modules, with expectations of performance improvements as CSP cloud vendors increase investments [1][10] - **Server Sector**: ZTE and FiberHome are highlighted for their significant growth in Q2 2025, with ZTE also focusing on satellite communication and 6G technology, making it a long-term investment opportunity [2][11] Market Trends and Dynamics - The current market demand is strong, particularly in PCB and optical modules, driven by catalysts like Coop, with a robust trend observed [3] - The export data for MPU optical cable jumpers showed significant growth in regions like Guangdong (20%), Henan (60%), and Shanghai/Wuhan (10%), confirming CSP cloud vendors' enthusiasm for AI investments [4][5] - The AI sector is expected to see further developments with the upcoming financial reports and potential releases of AI models like ChatGPT GPT-5, which could stimulate further growth in the industry [14] Future Outlook - The development paths of overseas and domestic computing power may differ due to varying starting points, but both are expected to continue advancing in their respective fields [8][9] - The satellite internet sector is also gaining attention, with private rockets making breakthroughs and significant satellite launches by Starlink, indicating a growing commercial application potential [13] Additional Insights - Companies involved in AI edge applications, such as Guanghe Tong, which has established an AI research institute, are recommended for their proactive approach in the sector [12] - The overall sentiment suggests a continued focus on both domestic and international developments in computing power and AI technologies, with specific companies highlighted for their potential growth [15]

Investment Rating - Investment recommendation: Outperform the market (maintained) [6] Core Viewpoints - The penetration rate of liquid cooling in data centers is expected to increase significantly due to the accelerated shipment of new generation high-performance computing chips, leading to a surge in orders for liquid cooling infrastructure suppliers and entering a phase of rapid performance growth [3][12] - The liquid cooling infrastructure market is projected to grow rapidly, with the domestic market expected to expand from approximately 1.63 billion yuan in 2024 to 13.22 billion yuan by 2027 [39][41] Summary by Sections 1. Liquid Cooling as an Important Industry Trend - Traditional air cooling is inadequate for high power density data centers, making liquid cooling a crucial trend due to its high specific heat capacity, thermal conductivity, low noise, and compact size [8][15] - The current penetration rate of liquid cooling in data centers is low, estimated at around 5% in China, but is expected to rise to 30-40% in the next 3-5 years [10][27] 2. Market Growth Potential - The domestic data center total power is projected to grow from 35.5 GW in 2024 to 68.8 GW by 2027, with a compound annual growth rate (CAGR) of 37% for new data center power [36][38] - The global liquid cooling infrastructure market is expected to grow from approximately 11.08 billion yuan in 2024 to 26.34 billion yuan by 2027, driven by the increasing demand for high-performance GPUs [49][51] 3. Investment Recommendations - Focus on leading domestic companies with comprehensive product lines and rich customer resources, such as Yingweike, Shunling Environment, and Tongfei Co., which are well-positioned to benefit from the growth in liquid cooling technology [12][52]

Group 1 - The core viewpoint is that the penetration rate of liquid cooling in data centers is expected to increase rapidly due to the accelerated shipment of next-generation high-performance computing chips, leading to significant growth in orders for liquid cooling infrastructure suppliers [1] - The trend towards liquid cooling in data centers is driven by the limitations of traditional air cooling in high power density environments, with liquid cooling offering advantages such as high specific heat capacity, high thermal conductivity, low noise, high stability, and smaller footprint [1][2] - The liquid cooling infrastructure market is projected to grow significantly, with estimates indicating that the domestic data center total power will increase from 35.5 GW in 2024 to 68.8 GW in 2027, and the global liquid cooling infrastructure market is expected to grow from approximately 11.08 billion yuan in 2024 to 26.34 billion yuan in 2027 [4] Group 2 - The liquid cooling penetration rate in the data center sector is currently low, with only about 5% of server shipments being liquid-cooled servers, but it is anticipated to rise to 30-40% within the next 3-5 years [3] - High R&D investment intensity has created competitive barriers in the liquid cooling infrastructure industry, with leading companies like Invec maintaining a compound annual growth rate (CAGR) of 32.6% in R&D expenses from 2021 to 2024 [2] - The industry faces challenges in customer certification and procurement inertia, making clients cautious about introducing new suppliers [2]

Investment Rating - Industry rating: Recommended [4] Core Insights - The report emphasizes the importance of open and shared AI capabilities, highlighting the ongoing growth in the AI sector and the potential for significant investment opportunities in related companies [6][7] - The satellite internet sector is experiencing rapid development, with advancements in satellite constellations leading to increased communication capacity and reduced latency, alongside emerging applications in mobile broadband and intelligent driving systems [8][10] Summary by Sections AI and Computing Power - The AI sector is expected to maintain high growth due to strong overseas performance and elevated guidance, with short-term recommendations for companies benefiting from potential easing of chip bans, including Unisplendour, ZTE, and others [7][11] - Long-term growth in the computing power industry is anticipated, driven by advancements in inference computing and model upgrades, with key beneficiaries identified as NewEase, Zhongji Xuchuang, and Tianfu Communication [7][11] Satellite Internet Development - The report notes a significant service interruption of Starlink for approximately 2.5 hours, affecting tens of thousands of users globally, while also highlighting ongoing breakthroughs in domestic inter-satellite laser communication [8][10] - Continuous recommendations for companies like Haige Communication and related beneficiaries such as Zhenlei Technology and Shanghai Hanhua are made, reflecting the robust growth in the satellite internet market [8][10] Communication Infrastructure - The report identifies key players in the communication infrastructure sector, including major operators like China Mobile, China Telecom, and China Unicom, as well as equipment manufacturers such as ZTE and Unisplendour [11][12] - Recommendations extend to companies involved in optical network upgrades and edge computing, with specific mentions of optical module manufacturers and edge security firms [11][12]

Market Overview - The Shanghai Composite Index rose by 0.72% on July 21, with 27 out of the 28 sectors in the Shenwan classification experiencing gains, led by the construction materials and construction decoration sectors, which increased by 6.06% and 3.79% respectively [1] - The machinery equipment sector also saw an increase of 1.95% [1] - The banking and comprehensive sectors were the only ones to decline, with decreases of 0.77% and 0.34% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets was 6.945 billion yuan, with 11 sectors experiencing net inflows [1] - The power equipment sector had the largest net inflow, totaling 3.193 billion yuan, while the construction materials sector followed with a net inflow of 2.038 billion yuan [1] - The computer sector experienced the highest net outflow, amounting to 9.319 billion yuan, followed by the electronics sector with a net outflow of 2.052 billion yuan [1] Machinery Equipment Sector Performance - The machinery equipment sector had a net inflow of 1.959 billion yuan, with 425 out of 530 stocks in the sector rising, including 18 stocks hitting the daily limit [2] - The top three stocks with the highest net inflow were Changsheng Bearing (3.38 billion yuan), Lioo Co., Ltd. (2.91 billion yuan), and Zongshen Power (2.02 billion yuan) [2] - The sector also had 11 stocks with net outflows exceeding 50 million yuan, with the largest outflows from Nanxing Co., Ltd. (1.90 billion yuan), Yingweike (1.41 billion yuan), and Julun Intelligent (1.18 billion yuan) [2] Top Gainers in Machinery Equipment Sector - The top gainers in the machinery equipment sector included: - Changsheng Bearing: +20.00%, turnover rate 23.64%, net inflow 337.65 million yuan - Lioo Co., Ltd.: +5.96%, turnover rate 19.43%, net inflow 290.93 million yuan - Zongshen Power: +3.86%, turnover rate 8.27%, net inflow 201.81 million yuan [2] Top Losers in Machinery Equipment Sector - The top losers in the machinery equipment sector included: - Nanxing Co., Ltd.: -3.10%, turnover rate 18.57%, net outflow -190.11 million yuan - Yingweike: -3.40%, turnover rate 3.89%, net outflow -140.56 million yuan - Julun Intelligent: +0.24%, turnover rate 8.37%, net outflow -117.73 million yuan [4]