| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002879 | 长缆科技 | 1.23 6 | 22.91% | -5911.72万 | -11.02% | -6382.22万 | -11.89% | | 002706 | 良信股份 | 8003.81万 | 9.38% | 1470.20万 | 1.72% | -9474.01万 | -11.10% | | 300001 | 特倪德 | 6836.83万 | 8.00% | -5169.07万 | -6.04% | -1667.77万 | -1.95% | | 301291 | 明阳电气 | 6791.75万 | 8.45% | -6567.61万 | -8.17% | -224.15万 | -0.28% | | 002533 金杯电工 | | 6328.20万 | 10.43% | -4770.00万 | -7.86% | -1558.20万 | -2.57% ...

Group 1 - The electric equipment sector showed strong performance on August 15, with multiple stocks hitting the daily limit up [1] - Notable stocks included Mingyang Electric, Nord Shares, and Changlan Technology, all of which reached the limit up [1] - Other significant gainers included Oulutong, which rose over 17%, and companies like Yishitong, Tongguan Copper Foil, and Shuangyi Technology, which increased by more than 13% [1] Group 2 - Mingyang Electric saw a price increase of 20% with a current price of 45.54 [2] - Oulutong experienced a significant rise of 17.61%, reaching a price of 244.89 [2] - Other companies such as Yishitong and Tongguan Copper Foil also reported gains of 13.84% and 13.82%, respectively [2]

Group 1 - The core viewpoint of the news is that pension funds are actively investing in the secondary market, with a total of 15 stocks appearing in the top ten circulating shareholders list by the end of the second quarter, including 9 new entries and 3 increased holdings [1] - By the end of the second quarter, pension funds held a total of 106 million shares across these stocks, with a combined market value of 3.903 billion yuan [1] - The stock with the highest holding by pension funds is Hongfa Co., Ltd. (600885), with a total holding of 28.2227 million shares, followed by Satellite Chemical (002648) with 19.9672 million shares [1][2] Group 2 - The pension fund's stock holdings are primarily concentrated in the machinery equipment and basic chemical industries, with three stocks each in these sectors [2] - Among the stocks held by pension funds, 14 companies reported a net profit increase in their semi-annual reports, with the highest growth seen in Rongzhi Rixin, which achieved a net profit of 14.2355 million yuan, a year-on-year increase of 2063.42% [2] - The longest-held stock by pension funds is Changlan Technology (002879), which has appeared in the top ten circulating shareholders list for 14 consecutive reporting periods [2]

证券之星消息，8月14日电网设备板块较上一交易日下跌1.41%，长缆科技领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。电网设备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日电网设备板块主力资金净流出23.07亿元，游资资金净流入5.44亿元，散户资金 净流入17.63亿元。电网设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600468 | 百利电气 | 4827.95万 | 10.88% | -1679.15万 | -3.79% | -3148.79万 | -7.10% | | 002927 | 泰永长征 | 3248.88万 | 11.51% | -741.99万 | -2.63% | -2506.89 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日电网设备板块主力资金净流出4.77亿元，游资资金净流出5.47亿元，散户资金 净流入10.24亿元。电网设备板块个股资金流向见下表： 证券之星消息，8月13日电网设备板块较上一交易日上涨0.36%，长缆科技领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002879 | 长缆科技 | 18.35 | 10.01% | 22.44万 | | 4.01亿 | | 603897 | 长城科技 | 27.51 | 10.00% | 19.50万 | | 5.20亿 | | 600192 | 长城电工 | 11.89 | 9.99% | 39.17万 | | 4.55亿 | | 002309 | 中利集团 | 3 ...

Core Viewpoint - A number of companies, including Jintian Co., Beiwai Technology, Dongfang Precision, and others, experienced a 10% limit-up in stock prices, indicating strong market performance and investor interest [1]. Group 1: Company Performance - Jintian Co. (601609) saw a price increase of 10.06% with a total market capitalization of 14 billion and a year-to-date increase of 62.03% [2]. - Beiwai Technology (002148) increased by 10.04%, with a market cap of 7.043 billion and a year-to-date increase of 91.18% [2]. - Dongfang Precision (002611) rose by 10.03%, holding a market cap of 23.1 billion and a year-to-date increase of 96.72% [2]. - Weike Technology (301196) experienced a 10.02% increase, with a market cap of 12.4 billion and a year-to-date increase of 202.82% [2]. - Changlan Technology (002879) increased by 10.01%, with a market cap of 3.544 billion and a year-to-date increase of 23.59% [2]. - Bowei Alloy (601137) rose by 10.01%, with a market cap of 19.8 billion and a year-to-date increase of 23.72% [2]. - Bojie Co. (002975) saw a 10% increase, with a market cap of 7.672 billion and a year-to-date increase of 59.53% [2]. - Hongya CNC (002833) increased by 10%, with a market cap of 8.306 billion and a year-to-date increase of 19.19% [2]. - Zhongjian Technology (002779) rose by 10%, with a market cap of 19.5 billion and a year-to-date increase of 117.24% [2]. - Ningbo Yunsheng (600366) increased by 9.99%, with a market cap of 17.3 billion and a year-to-date increase of 114.73% [2]. - Rongtai Health (603579) rose by 9.99%, with a market cap of 7.674 billion and a year-to-date increase of 202.92% [2]. - Inner Mongolia First Machinery (600967) saw a 9.98% increase, with a market cap of 49.1 billion and a year-to-date increase of 240.85% [2]. - Xiangxin Technology (002965) increased by 9.98%, with a market cap of 12.2 billion and a year-to-date increase of 75.85% [2]. - Dongjie Intelligent (300486) rose by 9.85%, with a market cap of 8.034 billion and a year-to-date increase of 160.96% [2]. - Anfu Technology (603031) increased by 9.76%, with a market cap of 6.883 billion and a year-to-date increase of 15.05% [2]. - Furi Electronics (600203) rose by 9.63%, with a market cap of 11.3 billion and a year-to-date increase of 112.56% [2]. - Shenghong Technology (300476) saw a 9.32% increase, with a market cap of 204.5 billion and a year-to-date increase of 465.60% [2].

据证券之星公开数据整理，近期长缆科技（002879）发布2025年中报。截至本报告期末，公司营业总收 入6.73亿元，同比上升44.09%，归母净利润3029.34万元，同比下降30.99%。按单季度数据看，第二季 度营业总收入4.04亿元，同比上升50.06%，第二季度归母净利润2783.61万元，同比上升0.69%。本报告 期长缆科技公司应收账款体量较大，当期应收账款占最新年报归母净利润比达949.75%。 本次财报公布的各项数据指标表现一般。其中，毛利率31.24%，同比减28.09%，净利率6.02%，同比减 37.03%，销售费用、管理费用、财务费用总计1.32亿元，三费占营收比19.58%，同比减27.28%，每股净 资产8.92元，同比增2.49%，每股经营性现金流0.09元，同比减56.35%，每股收益0.16元，同比减36.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 4.67亿 | 6.73亿 | 44.09% | | 归母净利润(元) | 4389.87万 | 3029.34万 | ...

Revenue and Profit - The company reported a total revenue of 673 million yuan for the first half of 2025, representing a year-on-year increase of 44.09%. However, the net profit attributable to shareholders was only 30.29 million yuan, a decrease of 30.99% year-on-year, indicating a decline in profitability despite revenue growth [2] - In the second quarter, the total revenue was 404 million yuan, up 50.06% year-on-year, but the net profit attributable to shareholders was 27.84 million yuan, showing only a slight increase of 0.69% year-on-year, while the non-recurring net profit decreased by 14.25% [3] Profitability Indicators - The company's gross margin was 31.24%, down 28.09% year-on-year, and the net margin was 6.02%, down 37.03% year-on-year, indicating pressure on cost control and profit margins [4] Expense Control - Total selling, administrative, and financial expenses amounted to 132 million yuan, accounting for 19.58% of revenue, a decrease of 27.28% year-on-year. However, financial expenses increased significantly by 145.72%, primarily due to rising borrowing interest costs [5] Cash Flow and Debt - The operating cash flow per share was 0.09 yuan, a decrease of 56.35% year-on-year, reflecting a deterioration in cash flow from operating activities. Cash and cash equivalents amounted to 594 million yuan, an increase of 37.79% year-on-year, while interest-bearing debt rose to 243 million yuan, up 90.38% year-on-year, indicating increased borrowing [6] Accounts Receivable - The company's accounts receivable stood at 709 million yuan, which is 949.75% of the latest annual net profit attributable to shareholders, suggesting potential risks to future cash flow and bad debt [7] Main Business Analysis - Revenue from cable accessories and related products was 432 million yuan, accounting for 64.14% of total revenue, with a gross margin of 38.98%. Revenue from transformer insulating oil was 241 million yuan, making up 35.86% of total revenue, with a gross margin of 17.38%. The highest gross margin was for 220kV products, reaching 53.89% [8] Regional Distribution - The company's revenue is primarily concentrated in the East China region, generating 417 million yuan, which accounts for 61.98% of total revenue, with a gross margin of 28.05%. The Central China region contributed 87.04 million yuan, accounting for 12.93% of total revenue, with a gross margin of 54.42% [9] Summary - Overall, the company achieved rapid revenue growth in the first half of 2025, but profitability declined, particularly in terms of gross and net margins. Additionally, the high accounts receivable and deteriorating cash flow situation warrant attention regarding future liquidity and bad debt risks [10]

Summary of Key Points Core Viewpoint - The recent release of the 2025 semi-annual reports for A-share listed companies has revealed significant movements by pension and social security funds, indicating their investment strategies and preferences in the market [1]. Pension Fund Holdings - A total of 12 companies have seen pension funds appear among their top ten circulating shareholders, with notable entries including Satellite Chemical and Hongfa Technology, which both welcomed pension funds for the first time [1]. - Satellite Chemical's pension fund, the Basic Pension Insurance Fund 808 Combination, holds 19.97 million shares valued at approximately 346 million yuan [1]. - Hongfa Technology's pension fund, the Basic Pension Insurance Fund 807 Combination, holds 11.11 million shares valued at around 248 million yuan [1]. - Other companies with significant pension fund increases include Spring Power, which saw an increase of 1.24 million shares valued at about 409 million yuan [1][2]. Social Security Fund Holdings - Social security funds have also shown increased activity, with four funds collectively increasing their holdings in Changshu Bank by nearly 28 million shares, valued at approximately 277 million yuan [4]. - Nanwei Medical received an increase of about 2.15 million shares from two social security funds, corresponding to a market value of around 152 million yuan [4]. - Su Testing received an increase of approximately 14.86 million shares from three social security funds, valued at about 213 million yuan [5]. Joint Increases by Pension and Social Security Funds - Five companies, including Spring Power, Guomai Culture, Hongfa Technology, Satellite Chemical, and Jerry Shares, experienced joint increases from both pension and social security funds [7].

以板块分布统计，养老金账户持有个股中主板有9只、科创板有1只、创业板有2只。按行业统计，养老 金账户持股主要集中在机械设备、基础化工行业，分别有3只、2只个股上榜。 业绩方面，养老金账户现身个股中，半年报净利润实现增长的有11家，净利润增幅最高的是容知日新， 公司共实现净利润1423.55万元，同比增长2063.42%。（数据宝） 养老金持股明细 养老金二级市场上持续落子布局，二季度末共现身12只个股前十大流通股东榜，其中，新进7只，增持3 只。 证券时报 数据宝统计显示，养老金账户最新出现在12只个股前十大流通股东名单中，合计持股量0.89亿 股，期末持股市值合计35.11亿元。 二季度末养老金账户对宏发股份（600885）的持股量最多，基本养老保险基金八零七组合、基本养老保 险基金一五零二二组合为公司第九、第七大流通股东，合计持股量为2822.27万股；其次是卫星化学 （002648），基本养老保险基金八零八组合为公司第十大流通股东，持股量为1996.72万股。从期末持 股市值看，养老金账户期末持股市值在亿元以上的有7只股，分别是春风动力（603129）、宏发股份、 卫星化学等。 持股比例方面，养老金账户 ...