（原标题：旋极信息龙虎榜数据（9月2日）） 旋极信息今日上涨1.55%，全天换手率39.32%，成交额53.84亿元，振幅10.01%。龙虎榜数据显示，机构净买入4333.26万元，深股通净卖出1.32亿 元，营业部席位合计净卖出1.61亿元。 深交所公开信息显示，当日该股因日换手率达39.32%上榜，机构专用席位净买入4333.26万元，深股通净卖出1.32亿元。 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11.26亿元，其中，买入成交额为4.38亿元，卖出成交额为6.88亿元，合计净卖出 2.50亿元。 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，即买二，买入金额7169.90万元，卖出金额2836.64万元，合计净买入4333.26万元， 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2.04亿元，卖出金额为3.36亿元，合计净卖出1.32亿元。 资金流向方面，今日该股主力资金净流出6.28亿元，其中，特大单净流出5.52亿元，大单资金净流出7547.18万元。近5日主力资金净流入653.32万 元。 融资融券数据显示，该股最新（9月1日）两融余额为7.99亿元，其中， ...

Core Viewpoint - Xuanji Information (300324.SZ) experienced a 20% limit-up today, with a turnover rate of 25.75% and a transaction volume of 3.36 billion yuan [1] Trading Activity - The net buying from the Shenzhen Stock Connect amounted to 203 million yuan, with purchases of 249 million yuan and sales of 45.86 million yuan [1] - Notable trading participants included "Chao Gu Yang Jia," which ranked third in net buying with 62.15 million yuan, and "Liang Hua Da Ban," which ranked fourth and fifth with a net buying of 119 million yuan [1] - The "Wenzhou Gang" was the fourth largest seller, with a net selling of 39.37 million yuan [1] - Overall, the top trading seats recorded total buying of 614 million yuan and selling of 200 million yuan, resulting in a net buying of 414 million yuan [1]

Market Performance - The computer equipment sector rose by 1.5% on September 1, with Xuanji Information leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers - Xuanji Information (300324) closed at 7.72, up 20.06%, with a trading volume of 4.4031 million shares and a transaction value of 3.361 billion [1] - Yutong Optical (300790) closed at 33.49, up 12.87%, with a trading volume of 516,700 shares and a transaction value of 1.647 billion [1] - Suzhou Keda (603660) closed at 8.88, up 10.04%, with a trading volume of 339,500 shares and a transaction value of 296 million [1] Top Losers - Chunzong Technology (603516) closed at 96.71, down 4.62%, with a trading volume of 183,200 shares and a transaction value of 1.771 billion [2] - Aerospace Intelligent Equipment (300455) closed at 19.21, down 3.03%, with a trading volume of 405,000 shares and a transaction value of 777 million [2] - Kailait (301391) closed at 54.11, down 2.57%, with a trading volume of 21,800 shares and a transaction value of 120 million [2] Capital Flow - The computer equipment sector saw a net inflow of 274 million from institutional investors, while retail investors contributed a net inflow of 330 million [2] - The sector experienced a net outflow of 604 million from speculative funds [2] Individual Stock Capital Flow - Zhongke Shuguang (603019) had a net inflow of 73.5 million from institutional investors, while it faced a net outflow of 31.9 million from speculative funds [3] - Xuanji Information (300324) saw a net inflow of 63.7 million from institutional investors, with a net outflow of 41.3 million from speculative funds [3] - Guandian Yuntong (002152) had a net inflow of 14.4 million from institutional investors, while facing a net outflow of 46.775 million from speculative funds [3]

Market Overview - US and European stock markets experienced a brief rise under the expectation of interest rate cuts by the Federal Reserve, followed by a noticeable stagnation, indicating a range-bound adjustment rather than a head formation [1] - The A-share market remains index-driven, with the number of rising stocks and trading volume failing to keep pace with the upward momentum [1] - Foreign capital continues to have room for increased allocation in the Chinese market, supported by easier overseas liquidity and improving domestic fundamentals [1] Gold Market Insights - Federal Reserve Chairman Jerome Powell indicated rising downside risks in the US job market, suggesting a potential policy shift that could lead to interest rate cuts as early as September [1] - Historical analysis shows that during the last four consecutive rate-cut cycles, gold prices increased by an average of 28%, with a projected 8% rise during the upcoming rate-cut cycle from September to December 2024 [1] - Major financial institutions are bullish on gold prices, with UBS raising its 2026 gold price target to $3,700 per ounce, while Bank of America forecasts a peak of $4,000 per ounce by mid-2026 [3] Sector Performance - The domestic computing power stocks surged, with Data Port hitting the daily limit and several other stocks like Xuanji Information and Huina Technology rising over 5% [4] - Alibaba's recent financial report showed significant growth in capital expenditure and cloud business, with AI-related product revenue achieving triple-digit growth for eight consecutive quarters, leading to a nearly 13% increase in its US stock price [4] - The innovative drug sector saw strong performance, with companies like Maiwei Bio and Baiji Shenzhou hitting historical highs following the announcement of new drug listings by the National Medical Insurance Administration [4] Index Movements - The Shanghai Composite Index opened high and maintained an upward trend, with a focus on whether it can stabilize above 3,880 points [6] - The ChiNext Index opened nearly 2% higher but experienced some pullback, indicating active capital participation and a strong market trend [6] - The China Securities Regulatory Commission expressed a positive outlook on the current market, emphasizing the need to consolidate the recovery momentum and accelerate capital market reforms [6]

Group 1: Market Performance - A-share market saw a collective surge in computing power concept stocks, with notable gains including Xuanji Information and Liyang Chip both hitting a 20% limit up, and Allwinner Technology rising nearly 18% [1] - Other significant performers included Data Port with a 10% limit up, and Yitian Intelligent, Yuntian Lefe, and Huina Technology all increasing over 9% [1] Group 2: Company Financials - Alibaba's cloud business revenue reached 33.398 billion yuan, a year-on-year increase of 26%, with AI-related revenue continuing to grow at triple-digit rates [2][3] - In Q2 2025, Alibaba's capital expenditure was 38.6 billion yuan, marking a 220% year-on-year increase and a 57.1% quarter-on-quarter increase, setting a record for single-quarter spending [2] - Over the past four quarters, Alibaba has invested over 100 billion yuan in AI infrastructure and product development [2] Group 3: Industry Outlook - Guojin Securities reported that Alibaba's quarterly AI and cloud capital expenditure reached 38.6 billion yuan, with a three-year plan to invest 380 billion yuan in AI infrastructure, driving demand for computing power [3] - The increase in capital expenditure from internet giants and the acceleration of domestic AI chip production are expected to boost long-term demand for domestic computing power [3] - The IDC (Internet Data Center) sector is anticipated to enter a new round of bidding due to the growing demand [3]

Market Overview - The Shanghai Composite Index rose by 1.14% on August 28, with 22 out of 28 sectors experiencing gains, led by the communication and electronics sectors, which increased by 7.14% and 5.53% respectively [1] - The computer sector also saw a rise of 2.05% [1] - The coal and agriculture sectors were the worst performers, declining by 0.81% and 0.73% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 44.343 billion yuan, with five sectors experiencing net inflows [1] - The electronics sector had the highest net inflow of 10.553 billion yuan, while the communication sector followed with a net inflow of 4.998 billion yuan [1] - The computer sector faced the largest net outflow of 11.007 billion yuan, followed by the pharmaceutical and biological sectors with a net outflow of 7.892 billion yuan [1] Computer Sector Performance - In the computer sector, 335 stocks were tracked, with 229 stocks rising and 102 stocks falling; two stocks hit the daily limit up [2] - The top three stocks with the highest net inflow were Yinzhijie (5.31 billion yuan), Xuanji Information (3.71 billion yuan), and Zhongke Shuguang (2.60 billion yuan) [2] - The stocks with the largest net outflow included Yanshan Technology (-1.0048 billion yuan), Guiding Compass (-0.9748 billion yuan), and Tianrongxin (-0.4277 billion yuan) [3] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Yinzhijie: +9.71%, turnover rate 17.73%, net inflow 53.098 million yuan - Xuanji Information: +12.50%, turnover rate 27.07%, net inflow 37.060 million yuan - Zhongke Shuguang: +4.30%, turnover rate 8.69%, net inflow 26.014 million yuan [2] Top Losers in Computer Sector - The top losers in the computer sector included: - Yanshan Technology: +9.97%, turnover rate 29.40%, net outflow -100.048 million yuan - Guiding Compass: +3.04%, turnover rate 12.72%, net outflow -97.480 million yuan - Tianrongxin: +4.93%, turnover rate 38.42%, net outflow -42.771 million yuan [3]

Market Performance - The computer equipment sector rose by 2.03% on August 28, with Xuanji Information leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Top Gainers - Xuanji Information (300324) closed at 6.84, up 12.50% with a trading volume of 4.6293 million shares and a transaction value of 3.02 billion yuan [1] - Jianyi Technology (301330) closed at 35.85, up 10.27% with a trading volume of 243,200 shares and a transaction value of 826 million yuan [1] - Yimikang (300249) closed at 19.11, up 7.06% with a trading volume of 895,000 shares and a transaction value of 1.667 billion yuan [1] Top Losers - Luopute (68861a) closed at 16.91, down 4.46% with a trading volume of 80,200 shares and a transaction value of 136 million yuan [2] - Tiandi Digital (300743) closed at 20.32, down 2.82% with a trading volume of 96,100 shares and a transaction value of 195 million yuan [2] - Lang Technology (300042) closed at 28.31, down 2.31% with a trading volume of 287,200 shares and a transaction value of 804 million yuan [2] Capital Flow - The computer equipment sector experienced a net outflow of 517 million yuan from institutional investors and a net outflow of 269 million yuan from speculative funds, while retail investors saw a net inflow of 787 million yuan [2] - The capital flow data indicates varying levels of investor confidence within the sector [2] Individual Stock Capital Flow - Xuanji Information saw a net inflow of 372 million yuan from institutional investors, while it experienced a net outflow of 138 million yuan from speculative funds and a net outflow of 234 million yuan from retail investors [3] - Zhongke Shuguang (603019) had a net inflow of 306 million yuan from institutional investors, with net outflows from both speculative and retail investors [3] - Yimikang had a net inflow of 120 million yuan from institutional investors, but also faced significant outflows from speculative and retail investors [3]

据证券之星公开数据整理，近期旋极信息（300324）发布2025年中报。截至本报告期末，公司营业总收 入10.51亿元，同比上升7.81%，归母净利润-1.38亿元，同比下降20.46%。按单季度数据看，第二季度营 业总收入5.77亿元，同比上升13.69%，第二季度归母净利润-7885.46万元，同比下降18.44%。本报告期 旋极信息公司应收账款体量较大，当期应收账款占最新年报营业总收入比达56.67%。 本次财报公布的各项数据指标表现一般。其中，毛利率13.05%，同比减43.16%，净利率-15.07%，同比 减14.27%，销售费用、管理费用、财务费用总计1.9亿元，三费占营收比18.07%，同比减18.69%，每股 净资产1.62元，同比减7.97%，每股经营性现金流-0.18元，同比减38.68%，每股收益-0.08元，同比减 20.51% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 9.75 6 | 10.51亿 | 7.81% | | 归母浄利润（元） | -1.15 Z | -1.38 Z ...

每经AI快讯，旋极信息（SZ 300324，收盘价：6.2元）8月25日晚间发布公告称，公司第六届第八次董 事会会议于2025年8月25日以通讯表决方式召开。会议审议了《2025年半年度报告及摘要》等文件。 2025年1至6月份，旋极信息的营业收入构成为：软件与信息技术服务行业占比100.0%。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 胡玲） ...

格隆汇8月25日丨旋极信息(300324.SZ)公布半年度报告，公司实现营业收入10.51亿元，同比上升 7.81%，主要系本报告期行业数字化产品营业收入增加。实现利润总额-1.55亿元，同比下降20.89%，公 司归属于母公司所有者的净利润-1.38亿元，同比下降20.46%，主要系本报告期材料成本增加。 ...