Market Overview - On August 4, the Shanghai Composite Index rose by 0.66%, the Shenzhen Component Index increased by 0.46%, and the ChiNext Index gained 0.5% [1] - A total of 49 stocks appeared on the daily trading list, with the highest net inflow of funds into Hanyu Pharmaceutical (300199.SZ), amounting to 545 million yuan [1] Stock Performance - Hanyu Pharmaceutical saw a net buying of 545 million yuan, accounting for 11.63% of the total trading volume, and closed up by 19.98% with a turnover rate of 29.65% [1] - The stock with the highest net outflow was Giant Network (002558.SZ), which experienced a net selling of 207 million yuan, representing 9.15% of the total trading volume, and closed up by 9.99% with a turnover rate of 4.52% [2][4] Institutional Activity - Institutions were active in 30 stocks on the trading list, with a total net buying of 255 million yuan, net buying 17 stocks and net selling 13 stocks [4] - The stock with the highest institutional net buying was Construction Industry (002265.SZ), which closed up by 9.99% with a turnover rate of 20.51% [5] Northbound Capital Flow - Northbound capital participated in 13 stocks on the trading list, with a total net buying of 404 million yuan [8] - The highest net buying from northbound capital was also in Hanyu Pharmaceutical, amounting to 233 million yuan, while the highest net selling was in Giant Network, totaling 176 million yuan [8] Divergence in Institutional and Northbound Capital - There was a divergence in the trading of Hanyu Pharmaceutical and Jianghai Co., with institutions net selling Hanyu Pharmaceutical by 3.46 million yuan while northbound capital net bought 233 million yuan [10] - For Jianghai Co., institutions net sold 71.12 million yuan while northbound capital net bought 31.32 million yuan [10]

Market Overview - A-shares opened lower but rallied towards the end of the trading session, with the Shenzhen Component Index recovering above 11,000 points and the ChiNext Index gaining support around 2,300 points [1] - Nearly 4,000 stocks rose, while trading volume shrank to 1.52 trillion yuan [1] Sector Performance - Defense, precious metals, gaming, and humanoid robotics sectors saw significant gains, while commercial vehicles, sports, professional chains, and photovoltaic equipment sectors experienced declines [3] - The machinery equipment sector attracted over 11.5 billion yuan in net inflows, with defense and military industries receiving over 9.7 billion yuan [3] - Other sectors like electronics and automotive also gained over 5 billion yuan, while building materials, social services, real estate, and food and beverage sectors saw net outflows exceeding 1 billion yuan [3] Company Highlights - Hanyu Pharmaceutical surged, reaching a 20% limit up, marking a two-and-a-half-year high with a trading volume of 4.69 billion yuan and a turnover rate of 29.65% [3] - The innovative drug sector index rose for the sixth consecutive day, achieving a record closing high, with several companies like Hanyu Pharmaceutical, Haichen Pharmaceutical, and others hitting their upper limits [5] Strategic Developments - Hanyu Pharmaceutical signed a strategic cooperation agreement with digital asset platform KuCoin to explore the first RWA tokenization pilot project in mainland China, focusing on innovative drug development [5] - The collaboration aims to introduce a new financing and value discovery mechanism in the biopharmaceutical sector, leveraging Hanyu's expertise in GLP-1 peptide drugs [5] - Hanyu also announced a strategic partnership with Borui Pharmaceutical to enhance collaboration in peptide drug development and commercialization [6] Market Outlook - Huatai Securities indicated that the A-share market may enter a period of increased volatility, with a relatively controllable downside risk [6] - The market's reduced trading volume suggests a cautious stance among investors, with a focus on high-dividend stocks and sectors like large finance, innovative drugs, and military industries for medium-term strategic allocation [6]

一、沪深股通前十大成交 二、板块个股主力大单资金 从板块表现来看，军工、贵金属、人形机器人、商业航天等板块涨幅居前，保险、影视、光伏、零食等板块跌幅居 前。 | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 国防军工 | 49.25 | 5.57 | | 2 | 机械设备 | 30.69 | 2.24 | | 3 | 银行 | 19.40 | 5.98 | | 4 | 通用设备 | 19.16 | 3.39 | | 5 | 有色金属 | 17.87 | 2.61 | | 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率 (%) | | --- | --- | --- | --- | | | 计算机 | -32.89 | -2.28 | | 2 | 医药 | -19.20 | -0.99 | | 3 | 非银金融 | -13.30 | -3.24 | | 4 | 电力设备 | -12.25 | -4.54 | | 5 | 建筑工程 | -11.55 | -3.98 | 从主力板块资金监控数据来 ...

国防军工、机械设备行业主力资金净流入居前。 A股三大指数今日（8月4日）集体收涨，行业板块多数收涨，航天航空、贵金属、电机、仪器仪表、通 用设备、珠宝首饰、船舶制造、汽车零部件、塑料制品板块涨幅居前；商业百货、保险板块跌幅居前。 从今日主力资金情况来看，沪深两市全天主力资金净流出38.69亿元。13个行业主力资金净流入，其中 国防军工、机械设备行业主力资金净流入均超20亿元，远超其他行业；家用电器、电力设备、银行、有 色金属行业主力资金净流入均超3亿元；汽车、交通运输行业主力资金净流入均超1亿元。 18个主力资金净流出行业中，计算机、电子行业主力资金净流出金额居前，分别为31.68亿元、19.73亿 元；通信、社会服务行业主力资金净流出金额均超8亿元，建筑装饰、医药生物、商贸零售行业主力资 金净流出均超6亿元。 11股获主力资金净流入均超3亿元 从个股看，73股主力资金净流入均超1亿元，11股获主力资金净流入均超3亿元。 6股尾盘主力资金净流入均超1亿元 据数据宝统计，尾盘沪深两市主力资金净流入33.73亿元。机械设备、电子行业尾盘均获主力资金抢筹 超7亿元；通信、医药生物、家用电器、电力设备行业尾盘净流入金 ...

Market Overview - On August 4, the market saw a significant rise with all three major indices closing in the green, over 3,800 stocks rising, and more than 1,300 stocks declining [1] - A total of 69 stocks hit the daily limit up, while 6 stocks hit the limit down [1] High-Performing Stocks - Victory Energy achieved a limit up for four consecutive days, while Lideman, involved in a merger and restructuring, saw a 20% limit up for three consecutive days [3][4] - The military industry sector had nearly 20 stocks hitting limit up or rising over 10%, with notable performances from Wanze Shares and Great Wall Military [3] - The robotics sector also experienced a rebound, with Zhongma Transmission and Dongjie Intelligent showing strong performances [3] Stock Performance Data - Victory Energy (Code: 001331) recorded a 10.01% increase, with a trading volume of 6.0748 billion [4] - Dongxin Co. (Code: 688110) saw a 20% increase, with a trading volume of 5.667 billion [4] - Lideman (Code: 300289) achieved a 20% increase, with a trading volume of 1.588 billion [4] Top Trading Stocks - The top net buying stocks on the day included Hanyu Pharmaceutical, Construction Industry, and Longcheng Military, with net purchases of 5.45 billion, 4.57 billion, and 4.45 billion respectively [5][6] - The top net selling stocks included Giant Network, Asia-Pacific Pharmaceutical, and Tibet Tianlu, with net sales of 2.07 billion, 1.93 billion, and 1.78 billion respectively [7] Sector Highlights - Hanyu Pharmaceutical is collaborating with a well-known cryptocurrency exchange, marking a significant move in the pharmaceutical industry by tokenizing future revenue rights [10][12] - The company is advancing its innovative weight-loss drug project, with various formulations under development [12] - Construction Industry, involved in military restructuring, also saw significant trading activity, with a trading volume of 3.249 billion [13][16] Institutional Activity - Institutions showed strong interest in Hanyu Pharmaceutical and Construction Industry, with net purchases of 2.33 billion and 2.17 billion respectively [20] - Conversely, institutions sold off shares in Giant Network and Asia-Pacific Pharmaceutical, with net sales of 1.76 billion and 1.25 billion respectively [20]

（原标题：8月4日创业板高换手率股票（附名单）） 创业板指今日上涨0.50%，报收2334.32点，创业板全日成交额4377.00亿元，比上个交易日减少305.19亿 元。今日可交易创业板股中，1099只股收盘上涨，涨幅超过10%的有23只，其中，海辰药业、爱乐达、 北方长龙等9股涨停，涨幅在5%至10%之间的有82只，收盘下跌的有253只，跌幅超10%的有1只。 8月4日创业板换手率居前个股 | 301568 | 思泰克 | 45.38 | 5.71 | 30.50 | -3314.54 | | --- | --- | --- | --- | --- | --- | | 300199 | 翰宇药业 | 24.32 | 19.98 | 29.65 | 48278.44 | | 301517 | 陕西华达 | 47.91 | 9.58 | 28.51 | -2133.02 | | 301171 | 易点天下 | 33.90 | -3.97 | 28.05 | -12515.23 | | 301117 | 佳缘科技 | 27.80 | 10.32 | 26.14 | 2750.29 | | 301365 | 矩阵 ...

特大单净流入资金排名 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 300199 | 翰宇药业 | 24.32 | 19.98 | 7.60 | 医药生物 | | 601606 | 长城军工 | 38.83 | 10.00 | 6.55 | 国防军工 | | 002265 | 建设工业 | 40.28 | 9.99 | 5.72 | 汽车 | | 002097 | 山河智能 | 15.61 | 10.01 | 5.17 | 机械设备 | | 600879 | 航天电子 | 10.79 | 9.99 | 5.11 | 国防军工 | | 300002 | 神州泰岳 | 13.72 | 8.63 | 4.46 | 传媒 | | 601328 | 交通银行 | 7.66 | 0.66 | 4.43 | 银行 | | 688041 | 海光信息 | 142.58 | 3.51 | 4.24 | 电子 | | 600203 | 福日电子 | 11.73 | 10.04 | 3.66 | 电子 ...

翰宇药业今日涨停，全天换手率29.65%，成交额46.86亿元，振幅24.78%。龙虎榜数据显示，机构净卖 出346.21万元，深股通净买入2.33亿元，营业部席位合计净买入3.15亿元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出346.21万元，深股 通净买入2.33亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交12.20亿元，其中，买入成交额为8.82亿 元，卖出成交额为3.37亿元，合计净买入5.45亿元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖二，买入金额4592.41万元，卖出金 额4938.62万元，合计净卖出346.21万元，深股通为第一大买入营业部及第一大卖出营业部，买入金额为 4.10亿元，卖出金额为1.77亿元，合计净买入2.33亿元。 资金流向方面，今日该股主力资金净流入4.83亿元，其中，特大单净流入7.60亿元，大单资金净流出 2.77亿元。近5日主力资金净流入1.55亿元。 融资融券数据显示，该股最新（8月1日）两融余额为12.17亿元，其中，融资余额为12.17亿元，融券余 额为0.61万元。近5日融 ...

格隆汇8月4日｜翰宇药业(300199)(300199.SZ)今日20%涨停，换手率29.65%，成交额46.86亿元。龙虎榜 数据显示，深股通买入4.1亿元，卖出1.77亿元，净买入2.33亿元；游资"成都系"位列买三席位，净买入 1.17亿元。上榜席位全天买入8.82亿元，卖出3.37亿元，合计净买入5.45亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | 净额(万)3 | | 1 | 深殿通专用 | 518次 45 56% 0 | 41041.08 | 8.76% | 17705.41 | 3.78% | 23335 67 | | 2 | 中国银河证券股份有限公司大连黄河路证券营业部 | 497 42.86% 4 | 12398.38 | 2.65% | 3.73 | 0.00% | 12394.65 | | 3 | 国泰海闻正券股份有限公司成都北一环路亚券营业部 | ...

翰宇药业(300199.SZ)今日20%涨停，换手率29.65%，成交额46.86亿元。龙虎榜数据显示，深股通买入4.1亿元，卖出1.77亿元，净买入2.33亿元；游资"成都 系"位列买三席位，净买入1.17亿元。上榜席位全天买入8.82亿元，卖出3.37亿元，合计净买入5.45亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | ﺤ | 深股通专用 | 518次 45.56% | 2 | 41041.08 | 8.76% | | 2 | 中国银河证券股份有限公司大连黄河路证券营业部 | 49次 42.86% | > | 12398.38 | 2.65% | | 3 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 157次 47.77% | | 11974.76 | 2.56% | | 4 | 国泰海通证券股份有限公司上海静安区新闻路证券营业部 | 164次 51.83% | | 6855.09 | 1.46% | | 5 | 开 ...