Group 1: Market Overview - The electronic industry saw a net inflow of 1.846 billion yuan, significantly surpassing other sectors [1] - The A-share market experienced mixed performance, with the Shanghai Composite Index reaching a new high for the year [1] - Overall, the main funds in the Shanghai and Shenzhen markets had a net outflow of 26.748 billion yuan [1] Group 2: Sector Performance - Among the sectors with net inflows, the electronic industry led with 1.846 billion yuan, followed by non-ferrous metals (655 million yuan), transportation (336 million yuan), beauty care (196 million yuan), and retail (152 million yuan) [1] - The machinery equipment sector had the highest net outflow, totaling 5.261 billion yuan, with defense, power equipment, and computer sectors also exceeding 3 billion yuan in outflows [1] Group 3: Individual Stock Performance - Tianyu Digital Science saw a net inflow of 643 million yuan, leading individual stocks, with the company confirming it is not under investigation [2] - Shuo Beid's net inflow was 623 million yuan, with expectations of market opportunities due to the recovery of the consumer electronics market [3] - A total of 115 stocks experienced net outflows exceeding 1 billion yuan, with notable outflows from Zhongji Xuchuang, China Shipbuilding Industry, and others [4] Group 4: Tail-End Market Activity - At the tail end of trading, the main funds had a net inflow of 1.771 billion yuan, with the media and non-ferrous metals sectors attracting over 600 million yuan each [5] - Six stocks, including Tianyu Digital Science and Dazhu Laser, saw net inflows exceeding 1 billion yuan at the tail end [6]

Core Viewpoint - ShuoBeide's stock price experienced a significant fluctuation, with a cumulative increase of over 30% over three consecutive trading days from August 5 to August 7, 2025, indicating abnormal trading activity [1] Company Situation - The company confirmed that there have been no significant changes in its operational situation or external business environment [1] - ShuoBeide is currently sending sample liquid cooling plates and other thermal products to a client in Taiwan, which are under testing [1] - There remains considerable uncertainty regarding whether the products will pass testing and achieve mass production and supply [1]

【硕贝德：截至本公告披露日 公司有给台湾客户送样服务器液冷板等散热产品】智通财经8月7日电， 硕贝德(300322.SZ)公告称，公司股票于2025年8月5日至7日连续三个交易日收盘价格涨幅偏离值累计超 过30%，属于股票交易异常波动情形。截至本公告披露日，公司有给台湾客户送样服务器液冷板等散热 产品，目前正在测试中；产品能否通过测试并实现量产供货尚存在较大不确定性。 转自：智通财经 ...

人民财讯8月7日电，硕贝德（300322）8月7日晚间发布公司股票交易异常波动的公告，公司股票连续三 个交易日收盘价格涨幅偏离值累计超过30%。截至公告披露日，公司有给台湾客户送样服务器液冷板等 散热产品，目前正在测试中；产品能否通过测试并实现量产供货尚存在较大不确定性。 ...

关于公司股票交易异常波动的公告 证券代码：300322 证券简称：硕贝德 公告编号：2025-073 惠州硕贝德无线科技股份有限公司 公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 一、股票交易异常波动的具体情况 惠州硕贝德无线科技股份有限公司（以下简称"公司"）股票于2025年8月5日、 2025年8月6日及2025年8月7日连续三个交易日收盘价格涨幅偏离值累计超过30%。 根据《深圳证券交易所交易规则》等相关规定，属于股票交易异常波动情形。 二、公司关注及核实情况 针对公司股票交易异常波动情况，公司对有关事项进行了核查，并通过书面问 询方式向公司控股股东及实际控制人进行了核实，现就相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司目前经营情况及内外部经营环境未发生重大变化； 3、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产生较大影响 的未公开重大信息； 4、公司控股股东、实际控制人不存在关于公司应披露而未披露的重大事项， 也不存在未披露的处于筹划阶段有关公司的重大事项； 公司董事会确认，目前公司没有任何根据《深圳证券交易所 ...

8月7日，上证指数上涨0.16%，深证成指下跌0.18%，创业板指下跌0.68%。盘后龙虎榜数据显示，共有49只个股 因当日异动登上龙虎榜，资金净流入最多的是硕贝德（300322.SZ），达5.33亿元。 据21投资通智能监测，30只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及15只。 5.33亿元资金抢筹硕贝德，1.7亿元资金出逃山河智能 49只上榜的龙虎榜个股中，24只个股被净买入，25只个股被净卖出。其中，资金净买入最多的是硕贝德，达5.33 亿元，占总成交金额的13.8%。硕贝德当日收盘上涨20%，换手率为35.63%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 硕贝德 | 20% | 53286 | 13.8% | 35.63% | 普通席位买入，成功 | | | | | | | 率45.57% | | 东信和平 | 9.99% | 24539 | 5.3% | 27.72% | 主力做T,成功率5 | | | | | ...

Group 1: Semiconductor Industry - The Semiconductor Industry Association (SIA) announced that global semiconductor sales are projected to reach $179.7 billion in Q2 2025, representing a nearly 20% year-over-year increase and a 7.8% quarter-over-quarter increase [7] - The company Shuo Bei De (硕贝德) provides antennas, heat dissipation devices, and smart modules, and saw a stock price increase of 20% on August 7 [7] Group 2: PEEK Materials - According to a report by Sullivan Consulting, the domestic demand for PEEK materials in China is expected to grow from 2,334 tons in 2022 to 5,079 tons by 2027, corresponding to a compound annual growth rate of approximately 16.8% [15] - Zhongxin Fluorine Materials (中欣氟材) focuses on fluorine fine chemicals and has expanded into the PEEK intermediate market, achieving a stock price increase of 10% on August 7 [15][22] - New Han New Materials (新瀚新材) produces aromatic ketone products, including DFBP, a key raw material for PEEK, and experienced a stock price increase of 20% on August 6 [18] Group 3: eSIM Technology - The trend towards thinner mobile devices and increased waterproofing requirements is expected to accelerate the penetration of eSIM technology in consumer electronics [24] - Companies Dongxin Pinghe and Rihai Intelligent saw stock price increases of 11.79% and 13.43%, respectively, due to positive market sentiment surrounding eSIM technology [24]

Core Viewpoint - The recent data indicates a significant inflow of capital into various concept sectors in the A-share market, with the Shanghai Composite Index rising by 1.57% over the past three days, and trading volume increasing by 2.50% compared to the previous three days [1] Group 1: Capital Inflow and Sector Performance - A total of 57 concept sectors experienced substantial net capital inflow in the last three days, with the leading sectors being consumer electronics, wireless headphones, and photolithography machines, which saw net inflows of 30.50 billion, 22.15 billion, and 21.72 billion respectively [1] - The consumer electronics sector rose by 3.49%, outperforming the market by 1.92%, with a leading stock, Astone, increasing by 36.56% [1] - The wireless headphones sector increased by 3.63%, also outperforming the market by 2.06%, with Fudi Electronics as the leading stock, rising by 33.08% [1] - The photolithography machine sector had a notable increase of 5.27%, exceeding the market by 3.70%, with Haili Co. as the leading stock, which rose by 27.41% [1] Group 2: Additional Notable Sectors - The humanoid robot sector saw a rise of 4.21%, with a net inflow of 20.59 billion, led by Haichang New Materials, which increased by 28.75% [1] - The Apple concept sector rose by 3.48%, with a net inflow of 17.43 billion, led by Anli Co., which increased by 22.29% [1] - The automotive chip sector increased by 3.42%, with a net inflow of 15.10 billion, led by Jiayuan Technology, which rose by 54.17% [1]

Group 1 - The Terahertz concept sector rose by 1.65%, ranking fourth among concept sectors, with 10 stocks increasing in value, led by ShuoBeide which hit a 20% limit up [1] - Notable gainers in the Terahertz sector include Chuangyuan Xinke, Saiwei Electronics, and Shaanxi Huada, which rose by 4.96%, 3.97%, and 3.88% respectively [1] - The sector experienced a net inflow of 0.80 billion yuan from main funds, with ShuoBeide receiving the highest net inflow of 6.22 billion yuan [2][3] Group 2 - The main fund inflow ratios for ShuoBeide, Shaanxi Huada, and Saiwei Electronics were 16.10%, 11.75%, and 8.58% respectively, indicating strong investor interest [3] - The top stocks in the Terahertz concept based on fund inflow include ShuoBeide, Saiwei Electronics, and Shaanxi Huada, with significant trading volumes and turnover rates [3] - The overall market saw declines in other sectors, with notable losers including Tianhai Defense and LeiKe Defense, which fell by 1.75% and 1.61% respectively [1][4]

Core Viewpoint - The company is currently testing liquid cooling server products for a Taiwanese client, with uncertainty regarding the products' ability to pass tests and achieve mass production [2] Company Summary - The company, Shuo Bei De (硕贝德), has engaged in providing sample liquid cooling plates and other cooling products to a Taiwanese customer [2] - There is a significant uncertainty regarding whether the products will pass testing and be available for mass supply [2] Industry Summary - Major companies such as Nvidia, Tesla, ByteDance, and Huawei are mentioned as potential clients for liquid cooling servers [2] - The inquiry from investors highlights the growing interest in liquid cooling technology within data centers [2]