Market Performance - The two markets opened lower on Friday, with the Shanghai Composite Index closing at 3559.95 points, down 0.37%, and the Shenzhen Component down 0.17% [1] - The total trading volume was 15,984 billion, a significant decrease of 3,377 billion (-17.44%) compared to Thursday [1] - Over 80% of industry sectors saw gains, with warehousing logistics, construction decoration, software, paper printing, and ecological environment sectors leading the rise [1] Industry Highlights - The Chinese medicine sector experienced a significant surge, with Weikang Pharmaceutical hitting the 20% daily limit, alongside other companies like Tianmu Pharmaceutical and Guizhou Bailin also reaching the limit [1] - The photovoltaic sector also performed well, with Jiejia Weichuang and Shuangliang Energy both hitting the daily limit [1] Technical Analysis - The three major indices showed a volume contraction and closed with long upper shadows, indicating a potential reversal after five consecutive weeks of gains [2] - The Shanghai Composite, Shenzhen Component, and ChiNext Index fell by 0.94%, 1.58%, and 0.74% respectively for the week, with total trading volume at 8.93 trillion, down 1.76% from the previous week [2] Investment Strategy - Companies are advised to reduce positions in high-flying stocks that have seen significant gains, while looking to invest in undervalued small and mid-cap growth stocks that have shown strong performance in Q1 and exceeded expectations in H1 [2] - There is a recommendation to allocate some resources towards brokerage stocks in anticipation of the upcoming half-year and third-quarter earnings reports [2]

Market Overview - As of August 1, the Shanghai Composite Index closed at 3559.95 points, with a decline of 0.37%. The Shenzhen Component Index closed at 10991.32 points, down 0.17%, and the ChiNext Index closed at 2322.63 points, decreasing by 0.24% [1]. Trading Volume Analysis - A total of 1503 stocks saw an increase in average transaction volume, with 31 stocks experiencing a rise of over 50%. Conversely, 3051 stocks reported a decrease in average transaction volume [1]. - Notable stocks with significant increases in average transaction volume include Kecuan Technology, Shenghui Integration, and Zhengzhong Design [1]. Active Stocks by Transaction Volume - The stocks with the highest increase in average transaction volume on August 1 include: - Kecuan Technology: 9.99% increase, average transaction volume of 1014 shares, up 193.10% [3]. - Shenghui Integration: 10.00% increase, average transaction volume of 672 shares, up 191.70% [3]. - Zhengzhong Design: 10.00% increase, average transaction volume of 2134 shares, up 168.74% [3]. Active Stocks by Transaction Count - The stocks with the highest increase in transaction count on August 1 include: - Anzheng Fashion: -1.69% change, with 68,433 transactions, up 1618.56% [2]. - Yingweike: 2.04% change, with 218,079 transactions, up 1082.38% [2]. - Zhongjiabo Chuang: -3.90% change, with 48,487 transactions, up 656.19% [2]. Stocks with Significant Increases in Both Volume and Count - Kecuan Technology stands out with a 9.99% increase, an average transaction volume of 1014 shares (up 193.10%), and a transaction count of 16,921 (up 126.52%) [4]. - Other notable stocks include: - Jiejia Weichuang: 20.00% increase, average transaction volume of 838 shares (up 130.45%), and 57,709 transactions (up 121.19%) [4]. - Riyi Electronics: 10.01% increase, average transaction volume of 846 shares (up 113.00%), and 25,112 transactions (up 161.72%) [4].

消息面上，长三角中医药概念验证及成果转化中心近日正式启动。该国家级平台协同长三角及全国资 源，致力于破解中医药成果转化的早期瓶颈。 就当天A股主要指数的表现而言，截至收盘，上证指数报3559点，跌幅为0.37%；深证成指报10991点， 跌幅为0.17%；创业板指报2322点，跌0.24%。沪深两市成交总额约15984亿元人民币，较上一个交易日 缩量约3377亿元。 巨丰投顾投资顾问总监郭一鸣表示，A股1日下跌更多属于技术性调整，此次调整的主要原因在于股指 涨至阶段性高位形成技术性压力，叠加获利盘兑现离场等因素。考虑到中国经济基本面修复趋势未变、 市场流动性改善以及利好政策持续助力的大背景，综合判断，未来股指整体下行空间有限。(完) 根据金融数据服务商东方财富的统计，当天中药板块上涨3.39%，领涨A股所有行业板块。个股方面， 维康药业、天目药业、新天药业、华森制药等多股股价当天收获涨停板；其中，维康药业录得约20%的 涨幅。 中新社北京8月1日电 (记者 陈康亮)8月首个交易日，中国A股遭遇调整，主要股指悉数下跌，但市场结 构上不乏亮点，中药板块逆势上涨，表现亮眼。 ...

Market Performance - As of August 1, the pharmaceutical e-commerce sector rose by 1.51%, ranking 9th among concept sectors, with 114 stocks increasing in value [1] - Notable gainers included Weikang Pharmaceutical with a 20% limit-up, and New Tian Pharmaceutical, Huason Pharmaceutical, and Qizheng Tibetan Medicine also hitting the limit-up [1] - The top performers in the sector were Shenzhou Pharmaceutical, Dajia Weikang, and Zhongsheng Pharmaceutical, with increases of 23.15%, 8.87%, and 7.49% respectively [1] Capital Flow - The pharmaceutical e-commerce sector saw a net inflow of 899 million yuan from main funds, with 84 stocks receiving net inflows [2] - Leading the net inflow was Zhongsheng Pharmaceutical with 533 million yuan, followed by Huason Pharmaceutical, Taiji Group, and New Tian Pharmaceutical with net inflows of 111 million yuan, 98 million yuan, and 82 million yuan respectively [2] Stock Performance - New Tian Pharmaceutical, Weikang Pharmaceutical, and Kefu Medical had the highest net inflow ratios at 43.47%, 16.51%, and 15.73% respectively [3] - The top stocks in the pharmaceutical e-commerce sector based on net inflow included Zhongsheng Pharmaceutical, Huason Pharmaceutical, and Taiji Group, with respective daily increases of 7.49%, 10.03%, and 4.09% [3] Decliners - The stocks with the largest declines included Erkang Pharmaceutical, Kangzhi Pharmaceutical, and Laimei Pharmaceutical, which fell by 9.59%, 7.15%, and 5.81% respectively [1][10] - The overall market showed mixed performance with some sectors experiencing significant losses while others gained traction [10]

7月30日晚，新天药业（002873）(002873.SZ)发布2025年半年报，上半年公司实现营业收入3.58亿元， 同比下降18.88%；实现归属于上市公司股东的净利润约为576.61万元，同比下降80.99%。 总部位于贵阳的新天药业主营中成药业务，以妇科类、泌尿系统疾病类用药为主，还涵盖口腔类、乳腺 甲状腺类、抗感冒类、清热类、补血类、心血管疾病类、抗肿瘤类等领域疾病用药。据公开信息，公司 旗下和颜 坤泰胶囊、坤立舒 苦参凝胶、宁泌泰 宁泌泰胶囊、即瑞 夏枯草口服液等多个主打品种均为国 内独家品种和国家医保目录品种，凭借突出的临床疗效，已经实现单品过亿的市场规模。 5月27日晚，微博等社交媒体上出现落款为四川省卫健委的文件《关于对举报材料的进行核查的通知》 及附件，附件为举报信形式，列举了新天药业当地分公司的商业贿赂的对象，包括四川省内的绵阳、广 安、遂宁等地医院，网传举报信称，新天药业通过虚假病例收集、虚假科普项目向用药医生输送利益。 几天后，四川省卫生健康委调查组于5月31日通报称，上述调查情况举报信涉及医疗机构人员125人，其 中6人信息重复，1人信息不实，核实为118人，分布在36家医疗机构。 ...

Market Overview - A-shares experienced a volatile trading day with the Shanghai Composite Index down 0.37%, Shenzhen Component down 0.17%, and ChiNext down 0.24% [3][4] - The total trading volume in the Shanghai and Shenzhen markets was 1.6 trillion yuan, a decrease of 337.7 billion yuan compared to the previous trading day [4] Sector Performance - The military, oil and gas, civil explosives, rare earth permanent magnets, and PCB sectors saw the largest declines [7] - Conversely, the traditional Chinese medicine sector surged, with AI applications also showing strength, while solar energy, BC batteries, education, logistics, and paper sectors performed well [7] Notable Stocks - The solar energy sector rebounded significantly, with stocks like Jiejia Weichuang and Shuangliang Energy hitting the daily limit, and Haiyou New Materials rising over 12% [7] - The traditional Chinese medicine sector saw multiple stocks hitting the daily limit, including Qizheng Tibetan Medicine and Weikang Pharmaceutical [8] Capital Flow - Main capital inflows were observed in the banking, solar equipment, and traditional Chinese medicine sectors, while textile and clothing, electric grid equipment, and gas sectors experienced net outflows [10] - Specific stocks with significant net inflows included Jiejia Weichuang (5.42 billion yuan), Beiqi Blue Valley (4.95 billion yuan), and Shuangliang Energy (4.55 billion yuan) [10] Market Sentiment and Outlook - Analysts noted that the A-share index has shown strong characteristics with three consecutive monthly gains, but August may see profit-taking and technical pressure above 3600 points [11] - Despite recent adjustments, the overall market trend remains upward, with high trading volumes providing more room for error [11] - The market is entering a medium to long-term slow bull phase, with reduced volatility and healthy rotation of market hotspots [11]

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.60 trillion yuan, a decrease of 337.7 billion yuan compared to the previous trading day, with over 3,300 stocks rising across the market [1][3]. Index Performance - As of the market close on August 1, the three major A-share indices maintained a fluctuating pattern, with the Shanghai Composite Index down 0.37%, the Shenzhen Component Index down 0.17%, and the ChiNext Index down 0.24% [2]. Sector Performance - The military, oil and gas, civil explosives, rare earth permanent magnets, and PCB sectors experienced the largest declines, while the traditional Chinese medicine sector surged, and AI applications, photovoltaic, BC batteries, education, logistics, and paper-making sectors saw significant gains [5]. - The photovoltaic sector rebounded collectively, with stocks like Jiejia Weichuang and Shuangliang Energy hitting the daily limit, and Haiyou New Materials rising over 12% [5]. Stock Highlights - Notable gainers in the traditional Chinese medicine sector included Qizheng Tibetan Medicine, Weikang Pharmaceutical, Tianmu Pharmaceutical, and Xintian Pharmaceutical, all reaching the daily limit [5][6]. - Specific stocks with significant increases included: - Shengtai Biological: +23.15% at 13.99 yuan - Weikang Pharmaceutical: +20.00% at 25.62 yuan - Xinguang Pharmaceutical: +12.76% at 19.80 yuan [6]. Capital Flow - Main capital inflows were observed in the banking, photovoltaic equipment, and traditional Chinese medicine sectors, while textile and apparel, electric grid equipment, and gas sectors saw net outflows [7]. - Individual stocks with notable net inflows included Jiejia Weichuang, Beiqi Blue Valley, and Shuangliang Energy, with net inflows of 542 million yuan, 495 million yuan, and 455 million yuan respectively [8]. Institutional Insights - According to Dexun Securities, the A-share index shows a strong characteristic of three consecutive monthly gains, indicating significant profit accumulation, with potential for profit-taking and technical pressure around the 3,600-point mark in August [9]. - Guojin Securities noted that while the market is in a period of emotional decline, the current rally is not over, as the weekly trend remains upward and trading volume is high, providing more room for error [9]. - Dongxing Securities suggested that the Chinese stock market has entered a medium to long-term slow bull phase, with reduced volatility and healthy rotation of market hotspots, recommending a high position with a focus on sectors with good economic prospects [9].

(责任编辑：宋政 HN002) 格隆汇8月1日｜A股市场中药股逆势上涨，其中，生物谷涨近25%，维康药业20CM涨停，新光药业 (300519)涨13%，大唐药业涨近11%，天目药业(600671)、新天药业(002873)、太龙药业(600222)、奇正 藏药(002287)、贵州百灵(002424)10CM涨停，众生药业(002317)涨超8%，亚宝药业(600351)、沃华医药 (002107)涨超6%。 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | | 833266 | 生物谷 | 24.91 | 17.60亿 | 51.12 | | 300878 | 维康药业 | 20.00 | 37.10亿 | 71.51 | | 300519 | 新光药业 | 13.04 | 31.76亿 | 52.71 | | 836433 | 大唐药业 | 10.76 | 22.14亿 | 42.65 | | 600671 | 天目药业 | 10.03 | 18.71亿 | 74.94 | | 002873 | 新天药业 | 10. ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇8月1日｜A股市场中药股逆势上涨，其中，生物谷（维权）涨近25%，维康药业（维权）20CM 涨停，新光药业涨13%，大唐药业涨近11%，天目药业、新天药业、太龙药业、奇正藏药、贵州百灵 （维权）10CM涨停，众生药业涨超8%，亚宝药业、沃华医药（维权）涨超6%。 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 833266 | 生物谷 | 24.91 | 17.60亿 | 51.12 | | 300878 | 维康药业 | 20.00 | 37.10亿 | 71.51 | | 300519 | 新光药业 | 13.04 | 31.76 乙 | 52.71 | | 836433 | 大唐药业 | 10.76 | 22.14亿 | 42.65 | | 600671 | 天目药业 | 10.03 | 18.71亿 | 74.94 | | 002873 | 新天药业 | 10.03 | 29.19亿 | 27.68 | | 600222 | 太龙药业 | 10.00 | 39.14 ...

证券时报·数据宝统计，截至今日上午10:29，上证综指3576.84点，收于五日均线之下，涨跌幅0.10%， A股总成交额为7270.04亿元。到目前为止，今日有665只A股价格突破了五日均线，其中乖离率较大的 个股有生物谷、启迪设计、捷佳伟创等，乖离率分别为16.03%、14.73%、12.98%；亿道信息、王子新 材、派克新材等个股乖离率较小，刚刚站上五日均线。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 833266 | 生物谷 | 22.10 | 18.16 | 11.95 | 13.87 | 16.03 | | 300500 | 启迪设 计 | 20.00 | 12.63 | 14.02 | 16.08 | 14.73 | | 300724 | 捷佳伟 创 | 20.00 | 16.10 | 58.59 | 66.19 | 12.98 | | 688680 | 海优新 材 | ...