Group 1 - The top three stocks with net institutional purchases on July 30 were Changfei Fiber, Tibet Tianlu, and Yingweik, with net purchases of 1.79 billion yuan, 1.26 billion yuan, and 843.7 million yuan respectively [1][2] - On the same day, a total of 41 stocks appeared on the Dragon and Tiger list, with 21 stocks showing net institutional purchases and 20 stocks showing net institutional sales [1][2] - The top three stocks with net institutional sales were Shangwei New Materials, Pengding Holdings, and Beifang Changlong, with net outflows of 7.83 billion yuan, 1.97 billion yuan, and 1.15 billion yuan respectively [1][4] Group 2 - Changfei Fiber had a price increase of 10.00%, while Tibet Tianlu and Yingweik saw increases of 3.95% and 9.99% respectively [2] - Other notable stocks with significant net institutional purchases included Dongxin Co. with a 17.33% increase and Shanhua Intelligent with a 3.08% increase [2] - Stocks with significant net institutional sales included Xining Special Steel with a 9.95% increase and Zhongtung High-tech with a 10.00% decrease [4]

英维克今日涨停，全天换手率9.37%，成交额28.59亿元，振幅3.86%。龙虎榜数据显示，机构净买入 8436.74万元，深股通净买入2.09亿元，营业部席位合计净买入2.80亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.74%上榜，机构专用席位净买入8436.74万元，深 股通净买入2.09亿元。 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10.07亿元，其中，买入成交额为7.91亿 元，卖出成交额为2.17亿元，合计净买入5.74亿元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买四，合计净买入8436.74万元，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3.02亿元，卖出金额为9300.27万元，合计净买 入2.09亿元。 资金流向方面，今日该股主力资金净流入9.27亿元，其中，特大单净流入10.64亿元，大单资金净流出 1.37亿元。近5日主力资金净流入10.15亿元。 融资融券数据显示，该股最新（7月29日）两融余额为8.88亿元，其中，融资余额为8.79亿元，融券余额 为843.44万元。近5日融资余额合计增加6008.83万元，增幅为7. ...

两市全天特大单净流出370.41亿元，其中21股特大单净流入超2亿元，英维克特大单净流入10.64亿元， 特大单净流入资金居首。 沪指今日收盘上涨0.17%。资金面上看，沪深两市全天特大单净流出370.41亿元，共计1690股特大单净 流入，3140股特大单净流出。 从申万一级行业来看，今日有9个行业特大单资金净流入，传媒特大单净流入规模居首，净流入资金 11.90亿元，该行业指数今日上涨0.99%，其次是食品饮料，今日上涨0.86%，净流入资金为8.81亿元， 净流入资金居前的还有钢铁、社会服务等行业。 特大单资金净流出的行业共有22个，净流出资金最多的是计算机，特大单净流出资金65.31亿元，其次 是电力设备，特大单净流出资金55.08亿元，净流出资金居前的还有电子、非银金融等行业。 股价表现方面，特大单资金净流入超2亿元个股今日平均上涨6.77%，表现强于沪指。具体看，上述个 股今日全线上涨，股价以涨停收盘的有设研院、包钢股份等。 所属行业来看，上述特大单净流入资金居前个股中，传媒、电力设备、社会服务行业最为集中，上榜个 股分别有4只、2只、2只。 特大单净流入资金排名 | 代码 | 简称 | 收盘价（ ...

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 ...

Market Overview - The Shanghai Composite Index closed at 3628.53 points, up 0.52%, while the Shenzhen Component Index closed at 11283.18 points, down 0.06%. The ChiNext Index and the STAR Market 50 Index both experienced declines of 0.71% and 0.22% respectively [1] - Among the tradable A-shares, 2047 stocks rose, accounting for 38.01%, while 3118 stocks fell, and 220 stocks remained flat [1] Top Gainers and Sectors - The sectors with the most stocks hitting the daily limit include pharmaceuticals and biology (7 stocks), machinery equipment (4 stocks), and media (3 stocks) [1] - Notable stocks that hit the daily limit include *ST Yedao and *ST Huamei, both classified as ST stocks [1] Trading Activity - Xizang Tourism has recorded 8 consecutive daily limit-ups, the highest among all stocks [1] - The stock with the highest limit-up order volume is Caesar Travel, with 65.05 million shares, followed by Antai Group and Xining Special Steel with 57.95 million and 56.44 million shares respectively [1] - In terms of order value, Wangli Security, Yingweike, and Ciweng Media had the highest limit-up order funds, amounting to 466.97 million, 450.28 million, and 446.68 million yuan respectively [1] Detailed Stock Data - A detailed list of stocks hitting the daily limit includes: - Wangli Security: Closing price 11.75 yuan, turnover rate 0.64%, limit-up order volume 39.74 million shares, order value 466.97 million yuan, industry: light industry manufacturing [1] - Yingweike: Closing price 36.55 yuan, turnover rate 8.04%, limit-up order volume 12.32 million shares, order value 450.28 million yuan, industry: machinery equipment [1] - Ciweng Media: Closing price 8.58 yuan, turnover rate 17.08%, limit-up order volume 52.06 million shares, order value 446.68 million yuan, industry: media [1] - Other notable stocks include East Cheng Pharmaceutical, Huaren Shuanghe, and Xining Special Steel, all showing significant trading activity [1][2]

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of July 30, with Invech leading at 6.92 billion yuan [1] Group 1: Stock Performance - Invech received a capital inflow of 6.92 billion yuan, making it the top stock [1] - China Ping An followed closely with an inflow of 6.87 billion yuan [1] - Zhaoyi Innovation attracted 5.89 billion yuan in capital [1] Group 2: Other Notable Stocks - N Hanhigh saw an inflow of 3.63 billion yuan [1] - Wanhua Chemical received 3.13 billion yuan [1] - Agricultural Bank had a capital inflow of 3.01 billion yuan [1] Group 3: Additional Stocks - Other stocks in the top 20 include: - Zhongwen Online with 2.90 billion yuan [1] - Juran Smart Home at 2.82 billion yuan [1] - Tongwei Co. with 2.50 billion yuan [1] - Caesar Travel Industry at 2.40 billion yuan [1] - Northern Huachuang with 2.18 billion yuan [1] - Baogang Co. at 2.09 billion yuan [1] - Defu Technology with 1.95 billion yuan [1] - China Merchants Bank at 1.93 billion yuan [1] - Light Media with 1.90 billion yuan [1] - Ping An Bank at 1.90 billion yuan [1] - Beidou Star with 1.88 billion yuan [1] - Huatai Securities at 1.87 billion yuan [1] - Fosun Pharma with 1.85 billion yuan [1] - Industrial and Commercial Bank at 1.67 billion yuan [1]

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]