| 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 | | ...

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，北京汉得信息技术有限公司成立，法定代表人为代 鹏，注册资本500万元，经营范围包含：一般项目：技术服务、技术开发、技术咨询、技术交流、技术 转让、技术推广；信息技术咨询服务；软件开发；计算机系统服务；信息系统集成服务；互联网数据服 务；信息系统运行维护服务；软件销售；计算机软硬件及辅助设备批发；网络设备销售；销售代理；软 件外包服务；数据处理和存储支持服务；非居住房地产租赁；计算机及通讯设备租赁；办公设备租赁服 务。(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)(不得从事国家和本市产业政策禁止 和限制类项目的经营活动。)。天眼查APP股权穿透显示，该公司由汉得信息全资持股。 ...

Market Performance - The Zhipu AI concept index rose by 2.21%, ranking fifth among concept sectors, with 51 stocks increasing in value [1] - Notable gainers included Yinsai Group with a 20% limit up, and other top performers such as Haitan Ruisheng, Yidian Tianxia, and Guangyun Technology, which rose by 8.22%, 6.38%, and 6.21% respectively [1][2] - The sector saw a net inflow of 2.54 billion yuan from main funds, with 45 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2] Fund Flow Analysis - The leading stocks in terms of net fund inflow included Zhongke Shuguang with 349 million yuan, followed by BlueFocus and Hand Information with 243 million yuan and 237 million yuan respectively [2][3] - The top three stocks by net inflow ratio were Shengtong Co., Yinsai Group, and Shen Sanda A, with ratios of 18.80%, 15.91%, and 12.75% respectively [3] Stock Performance - Zhongke Shuguang had a daily increase of 1.82% with a turnover rate of 3.26% and a net fund flow of 348.53 million yuan [3] - Yinsai Group experienced a significant rise of 19.99% with a turnover rate of 25.64% [3] - Other notable performers included BlueFocus and Hand Information, which rose by 4.12% and 3.74% respectively [3][4]

Group 1 - Huawei Ascend concept stocks rose by 2.30%, ranking 4th in the concept sector, with 62 stocks increasing in value [1] - Notable gainers include Tianrun Technology with a 30% limit up, and Zhizhen Technology and Duolun Technology also hitting the limit up [1] - Decliners in the sector include Qidi Design, ChaoTu Software, and Innovation Medical, with declines of 6.81%, 3.48%, and 1.69% respectively [1] Group 2 - The Huawei Ascend concept sector saw a net inflow of 1.861 billion yuan, with 43 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows [2] - Top net inflow stocks include Tuowei Information with 372 million yuan, followed by Hand Information, Keda Xunfei, and Duolun Technology with net inflows of 237 million yuan, 186 million yuan, and 181 million yuan respectively [2] - The net inflow ratios for Zhizhen Technology, Duolun Technology, and Tongfang Co. were 36.23%, 34.87%, and 12.95% respectively [3] Group 3 - The top gainers in the Huawei Ascend concept include Tuowei Information with a 3.75% increase and a turnover rate of 14.00%, and Hand Information with a 3.74% increase and a turnover rate of 14.20% [3] - Other notable gainers include Keda Xunfei with a 4.02% increase and Duolun Technology with a 9.95% increase [3][4] - The overall performance of the Huawei Ascend concept stocks indicates strong investor interest and significant capital inflows [2][3]

Core Viewpoint - The performance of Huawei's computing concept stocks is active, with significant gains observed in several companies ahead of the World Artificial Intelligence Conference (WAIC) [1] Group 1: Stock Performance - Yuncong Technology saw a rise of over 10% [1] - Zhizhen Technology reached its daily limit up [1] - Tianrun Technology, Tuolisi, and Zhongcheng Technology increased by over 5% [1] - Other companies such as Hand Information, Danghong Technology, Youkede, and Hengwei Technology also experienced gains [1] Group 2: Upcoming Events - The 2025 World Artificial Intelligence Conference (WAIC) is set to take place from July 26 to July 29 [1] - Huawei will showcase its Ascend 384 super node hardware for the first time at this event [1] - Huawei's Ascend super node technology has achieved the industry's largest scale with 384 card high-speed bus interconnection [1]

Group 1 - The core viewpoint highlights a significant rebound in the optical module sector and AI applications, with notable stock performances from companies like Guangku Technology and Lian Te Technology [1] - The AI application sector is showing active performance, with stocks such as Tuoer Si and Han De Information experiencing gains [1] - The market sentiment for the AI-focused ETF (159363) improved after a three-day decline, indicating a recovery in trading activity with a total transaction volume of 160 million yuan [1] Group 2 - The outlook for the optical module sector suggests a dual increase in performance and valuation, making it a key area for investment focus [3] - Multiple companies in the computing power industry are reporting strong earnings forecasts, reflecting sustained high demand for AI computing power [3] - The A-share computing power industry is viewed as a rare growth sector, with expectations for a shift in valuation systems towards growth stocks as AI commercialization progresses [3] Group 3 - Citic Securities reports that Nvidia's resumption of H20 sales and advancements in next-generation systems are boosting confidence in the domestic AI industry chain [4] - The AI industry chain is expected to accelerate due to supportive policies and ongoing innovations in AI applications [4] - The first ETF tracking the entrepreneurial board AI index is recommended for investment, focusing on core opportunities in AI computing power [4]

Group 1 - The Zhipu AI concept index declined by 0.49% as of the market close on July 21, ranking among the top declines in the concept sector [1] - Within the Zhipu AI sector, notable declines were observed in Yuxin Technology, Zhengyuan Wisdom, and Yinsai Group, while 20 stocks experienced price increases, with Shengtong Co., Youkede, and Lingyun Optics leading the gains at 6.35%, 5.24%, and 4.10% respectively [1][2] Group 2 - The Zhipu AI concept sector saw a net outflow of 2.85 billion yuan, with 52 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 100 million yuan [2] - Yuxin Technology had the highest net outflow of 391 million yuan, followed by Sanliu Ling, Changshan Beiming, and Zhongke Jincai with net outflows of 266 million yuan, 260 million yuan, and 157 million yuan respectively [2][3] Group 3 - The top gainers in the Zhipu AI concept stocks included Youkede, Chuangye Heima, and Hand Information, with net inflows of 106 million yuan, 69.53 million yuan, and 22.99 million yuan respectively [4] - The overall market performance showed a mixed trend, with various concept sectors experiencing significant fluctuations in both gains and losses [2][4]

Core Viewpoint - The Chinese AI 50 concept index has shown a significant increase of 3.91%, leading among various concept sectors, with 43 stocks rising, indicating strong market interest in AI-related companies [1][2]. Group 1: Market Performance - The Chinese AI 50 concept index rose by 3.91%, with New Yi Sheng hitting the daily limit up of 20% [1]. - Other notable gainers include Tax Friend Co., Fanwei Network, and Weichai Heavy Industry, all reaching the daily limit up [1]. - The top performers in terms of percentage increase were Zhongji Xuchuang, Runze Technology, and Hand Information, with increases of 16.68%, 9.49%, and 8.98% respectively [1]. Group 2: Fund Flow - The Chinese AI 50 concept saw a net inflow of 4.566 billion yuan, with 31 stocks receiving net inflows, and 14 stocks exceeding 100 million yuan in net inflow [2][3]. - New Yi Sheng led the net inflow with 1.299 billion yuan, followed by Inspur Information, Yonyou Network, and Hand Information with net inflows of 768 million yuan, 621 million yuan, and 516 million yuan respectively [2]. - In terms of net inflow ratio, Yonyou Network, Fanwei Network, and Hand Information had the highest ratios at 26.47%, 17.44%, and 16.78% respectively [3].

Core Insights - The ERP concept sector experienced a rise of 3.35%, ranking second among concept sectors, with 24 stocks increasing in value, including Dingjie Zhizhi which hit a 20% limit up [1] - Major gainers in the ERP sector included Yonyou Network, Han'de Information, and Yunding Technology, with respective increases of 9.98%, 8.98%, and 9.98% [2][3] Sector Performance - The ERP concept sector saw a net inflow of 1.711 billion yuan from main funds, with 18 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2] - Yonyou Network led the net inflow with 621.04 million yuan, followed by Han'de Information and Dingjie Zhizhi with 516.46 million yuan and 291.78 million yuan respectively [2][3] Stock Performance - The top stocks by net inflow ratio included Yunding Technology at 28.63%, Yonyou Network at 26.47%, and Han'de Information at 16.78% [3] - Other notable performers included Zhi Yuan Huli and Pu Lian Software, which saw increases of 10.85% and 10.82% respectively [1][4]

Core Insights - The financial and tax digitalization sector saw a rise of 1.65%, ranking 10th among concept sectors, with 40 stocks increasing in value, including notable gains from Tax Friend Co., Fanwei Network, and Yonyou Network, which hit the daily limit [1] - The sector attracted a net inflow of 743 million yuan from main funds, with Yonyou Network leading the inflow at 621 million yuan [1] Sector Performance - The top-performing stocks in the financial and tax digitalization sector included: - Tax Friend Co. with a 10.01% increase - Fanwei Network with a 10.00% increase - Yonyou Network with a 9.98% increase [2][3] - Conversely, the stocks with the largest declines included: - Beixin Source down by 2.29% - ST Tianyu down by 2.17% - Donggang Co. down by 1.99% [1][5] Fund Flow Analysis - The leading stocks by net inflow ratio were: - Yonyou Network at 26.47% - Fanwei Network at 17.44% - Han De Information at 16.78% [2] - The overall net inflow for the financial and tax digitalization sector was significant, with 25 stocks receiving inflows, and 7 stocks exceeding 50 million yuan in net inflow [1][2]