具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买一、买四、买五、卖二、卖三、卖 五，合计买入金额2029.59万元，卖出金额3400.09万元，合计净卖出1370.50万元。 近半年该股累计上榜龙虎榜16次，上榜次日股价平均跌1.41%，上榜后5日平均涨1.47%。 资金流向方面，今日该股主力资金净流入385.81万元，其中，特大单净流入211.66万元，大单资金净流 入174.15万元。近5日主力资金净流出1010.15万元。（数据宝） 金时科技7月22日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 691.55 | 875.83 | | 买二 | 东方财富证券股份有限公司昌都两江大道证券营业部 | 569.18 | 268.42 | | 买三 | 国信证券股份有限公司深圳互联网分公司 | 531.42 | 225.87 | | 买四 | 机构专用 | 498.00 | 742.68 | | 买五 | 机构专用 | 492.06 | 198.42 | | 卖一 | 开源 ...

Market Overview - The Shanghai Composite Index rose by 0.37% on July 17, with 25 out of 28 sectors experiencing gains, led by defense and military industry (up 2.74%) and communication (up 2.41%) [1] - The light industry manufacturing sector increased by 0.32%, while the banking and transportation sectors saw declines of 0.42% and 0.39%, respectively [1] Capital Flow Analysis - The net inflow of capital in the two markets was 11.662 billion yuan, with 15 sectors seeing net inflows [1] - The computer sector had the highest net inflow of 5.202 billion yuan, with a daily increase of 1.33%, followed by the electronics sector, which rose by 2.18% with a net inflow of 4.455 billion yuan [1] Light Industry Manufacturing Sector - The light industry manufacturing sector experienced a net outflow of 632 million yuan, with 156 stocks in the sector, of which 81 rose and 67 fell [2] - The top three stocks with the highest net inflow in this sector were Yinglian Co. (5.239 million yuan), Wangzi New Materials (3.684 million yuan), and Qunxing Toys (1.622 million yuan) [2] - The stocks with the largest net outflow included Donggang Co. (1.386 billion yuan), Annie Co. (1.248 billion yuan), and Forest Packaging (769.441 million yuan) [2][3] Light Industry Manufacturing Capital Inflow and Outflow - The top stocks in terms of capital inflow included: - Yinglian Co. (up 3.15%, turnover rate 9.27%, net inflow 5.239 million yuan) - Wangzi New Materials (up 2.85%, turnover rate 18.08%, net inflow 3.684 million yuan) - Qunxing Toys (up 4.39%, turnover rate 6.29%, net inflow 1.622 million yuan) [2] - The top stocks in terms of capital outflow included: - Donggang Co. (down 1.20%, turnover rate 13.58%, net outflow 1.386 billion yuan) - Annie Co. (down 3.42%, turnover rate 26.74%, net outflow 1.248 billion yuan) - Forest Packaging (up 7.44%, turnover rate 16.13%, net outflow 769.441 million yuan) [3]

Group 1 - The recent surge in stablecoin-related stocks in both A-shares and Hong Kong stocks indicates a strong market interest, with notable performances from companies like Jinshi Technology and China San San Media [1][2] - The legislative progress in Hong Kong and the U.S. regarding stablecoin regulations is expected to provide clearer guidelines and promote the development of the stablecoin industry [1][4] - Major financial centers worldwide, including the U.S., EU, and South Korea, are establishing regulatory frameworks for digital currencies, which is likely to enhance market sentiment and facilitate institutional involvement [2][3] Group 2 - Internet giants and traditional financial institutions are rapidly positioning themselves in the stablecoin market, recognizing its potential as a multi-trillion-dollar opportunity [2][3] - Companies like Ant Group and JD.com are actively seeking stablecoin licenses in Hong Kong, indicating a competitive landscape for stablecoin issuance [3] - The global stablecoin market is projected to exceed $3.7 trillion by 2026, driven by cross-border payments and the tokenization of real-world assets [4] Group 3 - The total market size of cryptocurrency stablecoins has surpassed $250 billion, with trading volumes exceeding $20 trillion last year, reflecting the growing demand for stablecoins in the digital asset market [5]

证券代码：002951 证券简称：金时科技 公告编号：2025-053 四川金时科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整、没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 四川金时科技股份有限公司（以下简称"公司"）股票（股票简称：金时科技， 股票代码：002951）交易价格连续二个交易日（2025 年 7 月 15 日、2025 年 7 月 16 日）收盘价格涨幅偏离值累计超过 20.00%，根据深圳证券交易所的有关规定，属于 股票交易异常波动的情况。 二、关注和核实情况说明 1、经自查，公司不存在违反信息公平披露的情形。 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影 响的未公开重大信息； 3、公司目前经营情况正常，内外部经营环境未发生重大变化； 4、经查询，公司及控股股东、实际控制人不存在关于公司的应披露而未披露的 重大事项，也不存在与公司相关的应披露而未披露处于筹划阶段的重大事项； 5、经查询，股票异常波动期间控股股东、实际控制人未买卖本公司的股票。 ...

Stock Performance - Dali Long achieved a 10.03% increase over four consecutive trading days, driven by performance and market dynamics [3] - Huahong Technology also saw a 10.04% rise over four days, attributed to rare earth elements and market performance [3] - YN Holdings recorded an 8-day streak with a 10.02% increase, supported by performance and electricity sector developments [3] - Zhongdian Port and Lisheng Pharmaceutical both experienced a 10.02% and 10.00% rise respectively, linked to their performance [3][4] Innovation in Pharmaceuticals - The National Healthcare Security Administration initiated the 11th batch of centralized procurement for drugs, emphasizing the principle of "collective procurement for non-new drugs, and new drugs are not included" [5] Robotics Sector - Yushu Technology's G1 humanoid robot gained significant global attention, with a notable increase in shipment volume compared to the previous year [7] AI and Computing Power - Companies like Zhongji Xuchuang and Xinyi Sheng reported rapid growth in performance, reinforcing the ongoing high demand in the computing power industry [9] - Nvidia's decision to resume H20 chip supply to China has positively impacted related stocks, with Nvidia's shares rising over 4% [19] Short Drama Market - The short drama market has reached an annual scale of 30 to 35 billion, with expectations to exceed 50 billion next year [16] Elevator Industry - The National Bureau of Statistics highlighted significant investment potential in urban renewal and infrastructure, which could benefit the elevator sector [14] Environmental and Optical Communication - Companies in the optical communication sector, such as Xin Yi Sheng, reported strong performance growth, indicating a robust market environment [11] Market Trends - The stock market is witnessing a surge in various sectors, including packaging, pharmaceuticals, and AI applications, with multiple companies achieving significant stock price increases [22][23][25]

Group 1: Stock Performance - Multiple stocks have shown significant price increases, with notable performances including Lvtian Machinery with a 10.02% rise over three consecutive days, and Dayilong with a 9.99% increase also over three days [3][4] - New Yi Sheng is projected to achieve a net profit of 3.7 billion to 4.2 billion yuan for the first half of the year, marking a year-on-year increase of 328%-385% [5] - Stocks related to liquid cooling for data centers, such as Bohui Co., have seen a rise of 19.97%, driven by increased demand for cooling solutions in AI applications [8][7] Group 2: Industry Trends - The liquid cooling system is identified as a crucial component for data centers, with a surge in demand attributed to AI applications, leading to a significant growth forecast for this sector [7] - The rare earth permanent magnet industry has experienced a notable increase in exports, with June exports reaching 7,742.2 tons, a month-on-month increase of over 30% [9] - The Chinese innovative drug sector is considered to be undervalued, with a market capitalization only 14%-15% of that of U.S. counterparts, despite contributing nearly 33% to global innovation [16] Group 3: Mergers and Acquisitions - Experts suggest that the next phase will focus on enhancing the inclusivity and adaptability of the system, improving the efficiency of mergers and acquisitions, and fostering patient capital [11] - Stocks like Jinpu Titanium and Fuda Alloy have seen initial gains of 10.11% and 10.01% respectively, attributed to merger and acquisition activities [12]

[Expected Performance for the Current Period](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company projects significant revenue growth and a narrowed net loss for H1 2025, despite remaining in a loss position Performance Forecast for the Current Period | Item | Current Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Operating Revenue (RMB million)** | 206.18 – 278.95 | 37.3799 | | **Total Profit (RMB million)** | Loss: 25.44 – 18.80 | Loss: 48.8491 | | (YoY Change) | Growth: 48.00% - 61.50% | - | | **Net Profit Attributable to Shareholders of Listed Company (RMB million)** | Loss: 24.68 – 18.24 | Loss: 41.4554 | | (YoY Change) | Growth: 40.00% - 56.00% | - | | **Net Profit After Non-Recurring Gains and Losses (RMB million)** | Loss: 24.21 – 17.89 | Loss: 22.2058 | | (YoY Change) | Growth: -9.00% - 19.00% | - | | **Basic Earnings Per Share (RMB/share)** | Loss: 0.06 – 0.04 | Loss: 0.10 | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company's performance forecast is a preliminary financial estimate, pending audit by an accounting firm - This performance forecast is a preliminary estimate by the company's finance department and has not been audited by an accounting firm[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) Performance improvement is primarily attributed to the company's successful strategic shift to new energy storage business since 2024 - The company initiated a strategic transformation towards the new energy storage business in **2024**[4](index=4&type=chunk) - Benefiting from the rapid development of the energy storage industry and surging market demand, the company's market expansion and order delivery capabilities have improved[4](index=4&type=chunk) - Operating revenue achieved significant year-over-year growth, and sales gross profit increased[4](index=4&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) Investors are cautioned that this preliminary, unaudited performance forecast is subject to the final 2025 semi-annual report - This performance forecast represents preliminary, unaudited estimates by the company's finance department[5](index=5&type=chunk) - Specific financial data will be based on the company's forthcoming **2025 semi-annual report**[5](index=5&type=chunk) - Investors are advised to exercise caution in their decisions and be aware of investment risks[5](index=5&type=chunk)

Core Insights - The 2025 China Smart Energy Conference and Exhibition focuses on energy equipment such as wind, solar, storage, and hydrogen, showcasing advancements in energy digitalization and intelligence [1] Company Insights - Jinshi Technology presented its hybrid energy storage architecture and all-scenario solutions, combining energy-type lithium-ion batteries with power-type supercapacitor systems to enhance economic benefits and improve grid frequency regulation and power quality [1] - Jinshi Technology's hybrid storage system utilizes dynamic power distribution and intelligent scheduling through core algorithms, with supercapacitors handling transient high power and lithium batteries ensuring long-term energy output, thus improving frequency modulation efficiency and extending system life [1] - Jinshi Technology's core business has shifted to energy storage, with energy storage equipment revenue reaching 258 million yuan in 2024, accounting for 68.70% of total revenue, while energy storage safety solutions contributed 114 million yuan, representing 30.24% [2] - Jinshi Technology's subsidiary, Qianye Technology, focuses on lithium-ion battery thermal runaway monitoring and fire prevention research, indicating a comprehensive approach to energy storage safety [2] - Zhongzi Technology showcased its "source-network-load-storage" comprehensive energy management system, expanding its business from gasoline vehicle exhaust purification catalysts to energy storage solutions, with revenue from energy storage and related services exceeding 80 million yuan in 2024 [3] Industry Insights - In 2024, China's energy storage industry experienced significant growth, with 109.8 GWh of new energy storage capacity added, bringing the total installed capacity to 184.2 GWh, surpassing pumped storage for the first time [3] - East China Securities noted a rebound in terminal energy storage system prices since the second quarter of last year, driven by demand in emerging markets and the core drivers of energy storage installations being consumption, profitability, and electricity reliability [3]

New Stock Listings - The new stock "同宇新材" (code: 301630) is listed at an issue price of 84 on July 10, 2025[1] - "中程退" (code: 300208) and "退市锦港" (code: 600190) have 6 trading days remaining until their last trading day[1] - "恒立退" (code: 000622) has 3 trading days remaining until its last trading day[1] Delisting and Trading Alerts - "退市九有" (code: 600462) has 2 trading days remaining until its last trading day[1] - "工智退" (code: 000584) will have its last trading day on July 10, 2025[1] - "美迪西" (code: 688202) is listed with no specific trading alerts mentioned[1] Market Volatility - "北方长龙" (code: 301357) has been flagged for severe abnormal fluctuations[1] - "浙江东日" (code: 600113) and "诺德股份" (code: 600110) have also been noted for abnormal trading activities[1] - "长春一东" (code: 600148) is included in the list of stocks with trading alerts[1]

Group 1 - Trump threatens to impose high tariffs on copper and pharmaceuticals, with a potential 200% tariff on imported drugs and a 50% tariff on copper starting from August 1, 2025 [3][4] - The State Council issued an opinion on enhancing the mechanism for efficiently completing key tasks, emphasizing the management of key task lists and inter-departmental collaboration [3][4] Group 2 - GAC Fiat announced bankruptcy, marking a significant event in the automotive industry [9] - Huayin Electric has seen a significant trading volume, with an 80.95% turnover rate over the past six trading days, indicating heightened investor interest [10] - Juhua Co. expects a net profit increase of 136% to 155% year-on-year for the first half of the year, reflecting strong financial performance [13] - Shenhua Development anticipates a net profit increase of 732.89% to 830.88% year-on-year for the first half of 2025, indicating robust growth [20]