金融界消息 截至2025年7月31日收盘，长盈精密（300115）报收于22.72元，上涨8.86%，换手率 15.45%，成交量209.20万手，成交金额47.84亿元。 通过天眼查大数据分析，深圳市长盈精密技术股份有限公司共对外投资了35家企业，参与招投标项目40 次，知识产权方面有商标信息55条，专利信息1384条，此外企业还拥有行政许可84个。 资金流向方面，今日主力资金净流入4.92亿元，占比成交额10.29%。其中，超大单净流入3.75亿元、占 成交额7.84%，大单净流入1.17亿元、占成交额2.45%，中单净流出流出34224.45万元、占成交额 7.15%，小单净流出15018.51万元、占成交额3.14%。 来源：金融界 天眼查商业履历信息显示，深圳市长盈精密技术股份有限公司，成立于2001年，位于深圳市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本135605.6507万人民币，实缴资本 135571.737万人民币。公司法定代表人为陈奇星。 长盈精密最新一期业绩显示，截至2025一季报，公司营业总收入43.95亿元、同比增长11.55%，归属净 利润1.75亿 ...

| 000820 | *ST节能 | 3.70 | 2.42 | 2.75 | 2.80 | 1.71 | | --- | --- | --- | --- | --- | --- | --- | | 301191 | 菲菱科 | 2.33 | 9.17 | 90.19 | 91.69 | 1.66 | | | 思 | | | | | | | 000681 | 视觉中 国 | 5.38 | 11.45 | 21.38 | 21.73 | 1.62 | | 002230 | 科大讯 飞 | 1.59 | 2.03 | 48.41 | 49.18 | 1.58 | | 300115 | 长盈精 密 | 9.87 | 13.64 | 22.57 | 22.93 | 1.58 | | 688766 | 普冉股 份 | 3.1 1 | 5.06 | 68.97 | 70.04 | 1.55 | | 688152 | 麒麟信 安 | 3.92 | 7.78 | 46.19 | 46.88 | 1.50 | | 301210 | 金杨股 份 | 2.69 | 13.61 | 42.18 | 42.80 | 1.46 | | ...

Market Overview - The market showed mixed performance with the Shanghai Composite Index down 0.68% to 3591.26 points, the Shenzhen Component Index down 0.45% to 11152.77 points, and the ChiNext Index up 0.43% to 2377.84 points [1][2]. Sector Performance - Strong sectors included assisted reproduction, AI technology, and liquid cooling servers, while steel, oil and gas, and coal mining sectors declined [4]. Capital Flow - Major capital inflows were observed in the computer, communication, and pharmaceutical sectors, while outflows were noted in non-ferrous metals, food and beverage, and public utilities [5]. Stock Specifics - Notable net inflows were seen in stocks such as Cambridge Technology (14.63 billion), Easy Point (12.33 billion), and Changying Precision (11.54 billion) [6]. - Conversely, significant net outflows were recorded for Kweichow Moutai (12.81 billion), CATL (8.85 billion), and Midea Group (7.26 billion) [7]. Institutional Insights - China Galaxy Securities indicated that the real estate sector may see overall valuation recovery, with leading companies benefiting from lower financing costs and high market share in core areas [9]. - CITIC Securities highlighted a shift in policy supporting the innovative drug and medical device industries, suggesting potential valuation and performance recovery in the medical device sector [9]. - Huatai Securities provided insights on the AI large model industry chain, noting a new growth phase driven by token growth, increasing server computing demand, and a competitive landscape fostering industry advancement [10].

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of July 31, with Tianfeng Securities leading at 787 million yuan [1] Group 1: Capital Inflow - Tianfeng Securities received an inflow of 787 million yuan [1] - Nord Shares followed with an inflow of 743 million yuan [1] - Yidian Tianxia attracted 700 million yuan in capital [1] - Yongyou Network saw an inflow of 679 million yuan [1] - 360 Technology had an inflow of 668 million yuan [1] - Cambridge Technology received 645 million yuan [1] - Inspur Information attracted 603 million yuan [1] - XD Industrial Wealth saw an inflow of 590 million yuan [1] - Leo Holdings received 566 million yuan [1] - Changying Precision attracted 514 million yuan [1] - Tianfu Communication saw an inflow of 432 million yuan [1] - Cambrian AI received 415 million yuan [1] - Great Wall Military Industry attracted 405 million yuan [1] - Nanxing Shares saw an inflow of 338 million yuan [1] - Kunlun Wanwei received 303 million yuan [1] - Zhongji Xuchuang attracted 299 million yuan [1] - Shenghong Technology saw an inflow of 294 million yuan [1] - Hengbao Shares received 292 million yuan [1] - BlueFocus Communication attracted 271 million yuan [1] - Jiechang Drive saw an inflow of 249 million yuan [1]

Group 1 - The humanoid robot concept is gaining traction, with companies like Changying Precision rising over 10%, Obit Zhongguang nearly 9%, and others like Ruikeda and Bojie shares increasing around 8% [1] - Yushu Technology launched its new humanoid robot Unitree R1 on July 25, priced starting at 39,900 yuan, featuring 26 joints and a weight of approximately 25 kg, integrating multimodal models for voice and image [1] - Tesla's CEO Elon Musk announced during the earnings call that the third version of the Optimus humanoid robot prototype will be released by the end of this year, with mass production expected to start in 2026, targeting an annual production of 1 million units within five years [1] Group 2 - According to Everbright Securities, 2025 is projected to be a breakthrough year for humanoid robot mass production, with the potential for tens of thousands of units to drive the downstream industry chain into a phase of significant growth [1] - The anticipated data collection and training from mass production is expected to address data scarcity issues, facilitating the evolution of humanoid robots towards more generalized and practical applications [1] - The company maintains a positive outlook on the humanoid robot industry based on current hardware technology trends and the progress of various manufacturers [1]

Economic Policy and Regulation - Xi Jinping emphasized the need for sustained macro policy efforts and timely enhancements in the second half of the year to address economic challenges and risks, focusing on expanding domestic demand and deepening reforms [1] - The Financial Regulatory Bureau's head, Li Yunze, conducted research in Tibet to enhance financial support for high-quality development and major projects, aiming to optimize financial services and mitigate risks [1] Corporate News - Ningde Times reported a net profit of 30.512 billion yuan for the first half of the year, a year-on-year increase of 33.02%, with operating revenue of 178.886 billion yuan, up 7.27% [5] - Digital Certification announced a change in its controlling shareholder to Beijing Data Group, following a transfer of state-owned shares [6] - Vanke A received a loan of up to 869 million yuan from its largest shareholder, Shenzhen Metro Group, for debt repayment and other purposes [6] - Changjiang Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project, with funding sourced from its own capital [7] - Yonghui Supermarket intends to raise no more than 3.992 billion yuan through a private placement for store upgrades and working capital [7] Industry Developments - The China Metal Materials Circulation Association called for the abandonment of "involution-style" competition in the steel circulation industry, advocating for healthy competition based on product quality and service value [3] - Changying Precision announced that it has begun mass production of precision components for humanoid robots and has established partnerships with leading brands in the sector [8][9] - Longfly Fiber reported that its hollow-core fiber business has not yet significantly impacted its financial data, with future developments remaining uncertain [13]

Market Overview - A-shares opened mixed with the Shanghai Composite Index down 0.3% at 3604.7 points, the Shenzhen Component Index up 0.05% at 11208.46 points, and the ChiNext Index up 0.65% at 2382.97 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 142.66 billion yuan [1] - CPO and PCB sectors saw significant gains, while military and non-ferrous metals sectors experienced declines [1] Company News - **Ningde Times** reported a revenue of 178.886 billion yuan for the first half of the year, a year-on-year increase of 7.27%, and a net profit of 30.512 billion yuan, up 33.02% year-on-year [2] - **Changjiang Power** approved a budget of approximately 26.6 billion yuan for the construction of the Gezhouba shipping capacity expansion project, with a total construction period of 91 months [2] - **Digital Certification** is undergoing a change in its controlling shareholder to Beijing Data Group, following a transfer of state-owned shares [3] - **Wantai Biological Pharmacy** launched a new PCR test kit for detecting Chikungunya virus, which is now widely used in blood supply institutions [3] - **Jia Yuan Technology** is advancing its ultra-thin copper foil project, aiming for an annual production capacity of 700,000 square meters by the end of 2026 [4] Industry Insights - The average interest rate for newly issued commercial personal housing loans in Q2 2025 was reported at 3.09% [5] - Domestic coal prices have been on the rise, with the price of 5500 kcal thermal coal at ports around 650 yuan per ton, an increase of 30 yuan from the end of June [8] - The Guangzhou Futures Exchange announced adjustments to trading limits for certain futures contracts, including industrial silicon and lithium carbonate [9] - The National Immigration Administration reported that over 300 million exit and entry documents were issued to Chinese citizens during the 14th Five-Year Plan period, with the number of valid ordinary passports exceeding 160 million [10]

Market Overview - The three major indices showed mixed performance, with the component sector leading the gains. As of the opening today, the Shanghai Composite Index reported 3604.70 points, down 0.30%; the Shenzhen Component Index reported 11208.46 points, up 0.05%; and the ChiNext Index reported 2382.97 points, up 0.65% [1] Policy and Economic Developments - The Political Bureau of the Central Committee of the Communist Party of China decided to hold the Fourth Plenary Session of the 20th Central Committee in October, emphasizing the need for macro policies to continue to exert force and enhance the attractiveness and inclusiveness of the domestic capital market [2] - The Ministry of Commerce expressed that China welcomes investments from foreign enterprises, including U.S. companies, to share development opportunities [2] Corporate Announcements - Ningde Times reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and proposed a cash dividend of 10.07 yuan per 10 shares [4] - Vanke A announced that the Shenzhen Metro Group would provide a loan of up to 869 million yuan to the company [4] - Long River Power announced plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [4] - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrades [4] Market Trends and Analysis - Financial analysts believe that despite recent fluctuations in the A-share market, the overall upward trend remains unchanged, with active trading and a market turnover exceeding 1.8 trillion yuan [8] - The "anti-involution" policy is expected to alleviate the "increased income without increased profit" dilemma, supporting a recovery in A-share performance [8]

Focus Events - The 20th Central Committee's Fourth Plenary Session will be held in October in Beijing, focusing on the report of work and the formulation of the 15th Five-Year Plan for national economic and social development [1] Macro News - The average interest rate for newly issued commercial housing loans in Q2 2025 is 3.09% [18] - The Ministry of Agriculture and Rural Affairs is guiding the orderly elimination of low-yield dairy cows and enhancing support for large-scale breeding enterprises [18] Company Focus - Feilong Co., Ltd. is expanding into the robotics industry, collaborating with several vehicle manufacturers on product development [20] - Yonghui Supermarket plans to raise up to 3.992 billion yuan through a private placement for store upgrades and logistics improvements [21] - WuXi AppTec is issuing new H-shares at a price of 104.27 HKD per share, aiming to raise approximately 7.7 billion HKD [23] - China Shipbuilding Emergency Response received a warning and a fine of 4 million yuan for information disclosure violations, with its stock being marked as ST [25] - Hongxiang Co., Ltd.'s actual controller has been released on bail [27] - A stock of Upwind New Materials has been suspended for review after a 1083.42% increase in price over 16 trading days [29] - CATL reported a net profit of 30.5 billion yuan for the first half of 2025, a 33% year-on-year increase [31] - XGIMI expects a 2062.33% increase in net profit for the first half of 2025 [33] - Zhiwei Intelligent reported a net profit of 102 million yuan for the first half of 2025, an 80.08% increase [34] - Jinhai Biological reported a net profit of 138 million yuan for the first half of 2025, a 51.52% increase [34] - Lideman is planning to acquire control of Xiansheng Xiangrui [36] - San Chao New Materials is planning a change in control, with stock suspension starting July 31 [36] - Digital Certification will change its controlling shareholder to Beijing Data Group [37] - Jin Orange is planning to acquire 55% of Samit [37] - Taotao Vehicle announced a strategic cooperation agreement with Yushu Technology for market expansion in robotics [38] - China State Construction recently secured 9 major projects totaling 28.33 billion yuan [40] - Yangtze Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project [42] - Changying Precision has established partnerships with several leading humanoid robot brands [44]

Group 1 - The Central Committee of the Communist Party of China will hold its fourth plenary session in October, emphasizing the need for macro policies to continue and enhance efforts to boost consumption and strengthen the domestic capital market [1] - The Ministry of Commerce of China expressed welcome for foreign investment, including from U.S. companies, to share development opportunities [2] - The National Development and Reform Commission has allocated a budget of 90 billion yuan for childcare subsidies, with applications opening in late August [3] Group 2 - The Hubei humanoid robot fund has launched with an initial investment of 5 billion yuan, focusing on the development of robotics technology [6] - The China Coking Industry Association has called for an increase in coke prices, with specific price adjustments announced for various types of coke effective July 31 [7] - The Dalian Commodity Exchange has adjusted trading limits for certain contracts related to industrial silicon and lithium carbonate [8] Group 3 - CATL reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and announced a cash dividend of 10.07 yuan per share [9] - Vanke A announced a loan of up to 869 million yuan from Shenzhen Metro Group [10] - Long River Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project [10] Group 4 - Lide Man plans to acquire up to 70% of a tuberculosis diagnostic screening company, which is expected to constitute a major asset restructuring [11] - Dongxin Co. announced ongoing product optimization for its chip products, which have not yet generated revenue [12] - The stock of Hehua Co. is suspended due to plans for a change in control [13] Group 5 - The Federal Reserve maintained its target range for the federal funds rate at 4.25% to 4.50%, marking the fifth consecutive decision to keep rates unchanged [15] - The U.S. government announced a 50% tariff on imported semi-finished copper products effective August 1 [18] - The U.S. stock market showed mixed results, with the Dow Jones down 0.38% and the Nasdaq up 0.15% [21] Group 6 - Microsoft reported fourth-quarter revenue of $76.44 billion, a year-on-year increase of 18%, exceeding expectations [22] - Qualcomm's third-quarter adjusted revenue was $10.37 billion, a 10% increase year-on-year, with adjusted net income rising by 25% [23]