今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 雅下水电概念 | 11.77 | MLOps概念 | -1.80 | | 民爆概念 | 6.04 | 智谱AI | -1.60 | | 水泥概念 | 4.58 | 华为盘古 | -1.56 | | 抽水蓄能 | 3.89 | 快手概念 | -1.31 | | 煤炭概念 | 3.83 | AI PC | -1.27 | | 特钢概念 | 3.26 | 数字水印 | -1.25 | | 水利 | 2.94 | 华为昇腾 | -1.20 | | 房屋检测 | 2.90 | 语音技术 | -1.19 | | 猪肉 | 2.86 | ERP概念 | -1.17 | | 高压氧舱 | 2.63 | 财税数字化 | -1.17 | 截至7月22日收盘，MLOps概念下跌1.80%，位居概念板块跌幅榜前列，板块内，拓尔思、奥比中光、 新炬网络等跌幅居前。 | 688232 | 新点软件 | -2.65 | 0.99 | -832.52 | | --- | --- | --- | ...

每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM D. 金十数据 | 一个交易工具 | 25 | | 唯品会 | 81.2 | | | --- | --- | --- | --- | --- | | 26 | | 新东方 | 76.42 | | | 27 | | 万国数据 | 73.76 | 11 | | 28 | | 巨人网络 | 65.67 | 2 t | | 29 | 00 | 美图公司 | 65.04 | 4 1 | | 30 | | 同程旅行 | 64.41 | 14 | | 31 | | 好未来 | 63.98 | 1 t | | 32 | | 中国软件 | 61.59 | 2 1 | | 33 | | 深信服 | 60.28 | 3 + | | 34 | KUNLUN | 昆仑万维 | 59.8 | 11 | | 35 | начал | 润和软件 | 58.29 | 21 | | 36 | | 奇富科技 | 56.45 | 2 t | | 37 | 第二章 | 恺英网络 | 54.8 | 3 1 | | 38 | | 拓维信息 | 54.61 | 11 | ...

Group 1 - The top 50 Chinese technology and internet companies by market capitalization as of July 21, 2025, are listed, with TSMC leading at $124.684 billion [3][4]. - Tencent Holdings ranks second with a market cap of $60.3704 billion, followed by Alibaba at $28.679 billion [3][4]. - Xiaomi Group and Pinduoduo hold the fourth and fifth positions, with market caps of $18.9457 billion and $15.4741 billion, respectively [3][4]. Group 2 - Meituan and NetEase are ranked sixth and seventh, with market caps of $10.3371 billion and $8.6191 billion [4]. - JD.com, SMIC, and Kuaishou follow, with market caps of $4.8896 billion, $4.8429 billion, and $3.948 billion, respectively [4][5]. - Li Auto and Tencent Music are also in the top 15, with market caps of $3.404 billion and $3.3193 billion [5]. Group 3 - Baidu, Beike, and Tonghuashun are ranked 13th, 14th, and 15th, with market caps of $3.0187 billion, $2.2374 billion, and $2.0827 billion, respectively [5][6]. - The list includes various companies from different sectors, indicating a diverse representation within the technology and internet industry [6]. - The market capitalization figures are calculated based on the current exchange rate of USD to HKD [6].

Market Overview - The Shanghai Composite Index rose by 0.50% on July 18, with 22 out of the 28 sectors experiencing gains. The top-performing sectors were non-ferrous metals and basic chemicals, with increases of 2.10% and 1.36% respectively. The computer sector saw a modest rise of 0.35% [1] - The main funds in the market experienced a net outflow of 22.99 billion yuan, with 10 sectors seeing net inflows. The non-ferrous metals sector led with a net inflow of 3.794 billion yuan, while the non-bank financial sector had a slight increase of 0.33% and a net inflow of 899 million yuan [1] Computer Industry Analysis - The computer sector increased by 0.35%, but faced a net outflow of 4.375 billion yuan. Out of 335 stocks in this sector, 180 rose, with 5 hitting the daily limit, while 153 declined. There were 125 stocks with net inflows, with 9 exceeding 100 million yuan in inflows. The top stock for inflow was Hengwei Technology, with a net inflow of 372 million yuan [2] - The outflow list for the computer sector included 19 stocks with outflows exceeding 100 million yuan. The leading stock for outflow was Changshan Beiming, with a net outflow of 1.30196 billion yuan, followed by Runhe Software and Tuowei Information with outflows of 584 million yuan and 576 million yuan respectively [4] Key Stocks in Computer Sector - Top inflow stocks included: - Hengwei Technology: +10.02%, 1.611% turnover, 372.38 million yuan inflow - Sifang Jingchuang: +2.95%, 18.91% turnover, 338.85 million yuan inflow - Yunsai Zhili: +3.67%, 8.01% turnover, 313.25 million yuan inflow [2] - Top outflow stocks included: - Changshan Beiming: +1.11%, 20.30% turnover, -1.30196 billion yuan outflow - Runhe Software: -2.28%, 9.69% turnover, -584.04 million yuan outflow - Tuowei Information: -2.11%, 10.72% turnover, -576.24 million yuan outflow [4]

证券代码：300339 证券简称：润和软件 公告编号：2025-039 1、本次股份解除质押基本情况 2、股东股份累计质押情况 注：上表"已质押股份限售和冻结数量"、"未质押股份限售和冻结数量"中的限售股 1 江苏润和软件股份有限公司 关于控股股东及实际控制人部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 江苏润和软件股份有限公司（以下简称"本公司"、"公司"、"上市公司"） 于近日接到本公司控股股东江苏润和科技投资集团有限公司（以下简称"润和投 资"）和实际控制人周红卫先生的通知，获悉润和投资及周红卫先生将其持有的 本公司部分股份办理了解除质押业务，具体事项如下： 一、股东股份解除质押的基本情况 | 股东 | 是否为控股股东 或第一大股东及 | 本次解除质 押股份数量 | 占其所持 | 占公司总 | 质押 | | 解除 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 其一致行动人 | （股） | 股份比例 | 股本比例 | 起 ...

Market Overview - The Shanghai Composite Index rose by 0.37% on July 17, with 25 out of 28 sectors experiencing gains, led by defense and military industry (up 2.74%) and communication (up 2.41%) [1] - The computer industry also saw an increase of 1.33% [1] Capital Flow - The net inflow of capital in the two markets was 11.662 billion yuan, with 15 sectors receiving net inflows [1] - The computer industry had the highest net inflow of 5.202 billion yuan, followed by the electronics sector with a net inflow of 4.455 billion yuan and a daily increase of 2.18% [1] Computer Industry Performance - In the computer sector, 335 stocks were tracked, with 250 stocks rising and 7 hitting the daily limit [2] - The top three stocks with the highest net inflow were Changshan Beiming (21.91 billion yuan), Runhe Software (9.27 billion yuan), and Tuowei Information (7.16 billion yuan) [2] - The sector also had 7 stocks with net outflows exceeding 100 million yuan, led by Changliang Technology, Dawi Technology, and Tianyang Technology [2][4] Top Gainers in Computer Industry - The top gainers in the computer sector included: - Changshan Beiming: +10.02%, turnover rate 15.74%, net inflow 2.1907 billion yuan - Runhe Software: +9.68%, turnover rate 16.88%, net inflow 926.5 million yuan - Tuowei Information: +5.32%, turnover rate 19.82%, net inflow 715.9 million yuan [2] Top Losers in Computer Industry - The top losers in the computer sector included: - Changliang Technology: -2.62%, turnover rate 15.43%, net outflow -275.9 million yuan - Dawi Technology: -0.22%, turnover rate 22.99%, net outflow -249.7 million yuan - Tianyang Technology: -2.41%, turnover rate 15.38%, net outflow -198.5 million yuan [4]

Market Overview - The net inflow of large orders in the two markets reached 16.628 billion yuan, with 44 stocks seeing net inflows exceeding 200 million yuan, led by Changshan Beiming with a net inflow of 2.333 billion yuan [1] - The Shanghai Composite Index closed up 0.37%, with a total of 2,101 stocks experiencing net inflows and 2,633 stocks seeing net outflows [1] Industry Analysis - Among the 19 industries with net inflows, the computer sector had the highest net inflow of 5.790 billion yuan, with an index increase of 1.33%. The electronics sector followed with a net inflow of 4.318 billion yuan and a rise of 2.18% [1] - The public utilities sector experienced the largest net outflow of 809 million yuan, followed by the banking sector with a net outflow of 741 million yuan [1] Individual Stock Performance - 44 stocks had net inflows exceeding 200 million yuan, with Changshan Beiming leading at 2.333 billion yuan, followed by Jianghuai Automobile at 1.193 billion yuan [2] - Stocks with significant net inflows saw an average increase of 7.58%, outperforming the Shanghai Composite Index, with 43 stocks closing higher, including Man Kun Technology and Jin Modern, which hit the daily limit [2] - The top sectors for net inflows among individual stocks were computer, electronics, and communication, with 10, 9, and 4 stocks respectively [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Changshan Beiming: 2.333 billion yuan, 10.02% increase [2] - Jianghuai Automobile: 1.193 billion yuan, 10.01% increase [2] - Runhe Software: 903 million yuan, 9.68% increase [2] - Construction Industry: 771 million yuan, 10.01% increase [2] - AVIC Shenyang Aircraft: 745 million yuan, 10.00% increase [2] Top Net Outflow Stocks - The stocks with the largest net outflows include: - ST Huatuo: 398 million yuan, -4.77% decrease [4] - Sunshine Power: 329 million yuan, -0.55% decrease [4] - Zhongdian Port: 307 million yuan, -1.21% decrease [4] - Zijin Mining: 267 million yuan, -0.37% decrease [4] - C Huaxin: 240 million yuan, -9.19% decrease [4]

Market Overview - On July 17, the net inflow of main funds in the Shanghai and Shenzhen markets reached 6.986 billion yuan, with the ChiNext board seeing a net inflow of 1.964 billion yuan and the CSI 300 index stocks experiencing a net inflow of 5.083 billion yuan [1] Industry Performance - Among the 25 industries tracked, defense, communication, and electronics sectors led the gains, each rising over 2%, while pharmaceuticals, steel, comprehensive, computer, and retail sectors saw increases of over 1% [1] - In total, 13 industries received net inflows of main funds, with the computer industry leading at 4.092 billion yuan, followed by electronics and communication sectors with net inflows of 2.513 billion yuan and 1.860 billion yuan, respectively [1] Individual Stock Highlights - Changshan Beiming, an AI concept stock, saw a significant net inflow of 2.010 billion yuan, marking a new high since November 4, 2024, and its stock price increased by 10.02% [2] - Runhe Software, a leader in the Hongmeng concept, experienced a net inflow of 0.932 billion yuan, also a new high since October 30, 2024, with a price increase of 9.68% [3] - Other notable stocks with significant net inflows include Tuowei Information (0.773 billion yuan), ZTE Corporation (0.760 billion yuan), and Construction Industry (0.689 billion yuan) [4][5] Fund Outflows - The environmental protection industry faced the largest net outflow, totaling 0.640 billion yuan, while light manufacturing, automotive, pharmaceuticals, and home appliances also saw significant outflows exceeding 0.400 billion yuan [1] - In the chip sector, Dianzhi Port had the highest net outflow at 0.510 billion yuan, with its stock price declining by 1.21% [6][7] Tail-End Market Activity - At the end of the trading day, the net inflow of main funds reached 1.364 billion yuan, with the ChiNext board contributing 0.379 billion yuan and the CSI 300 index stocks contributing 0.839 billion yuan [8] - Notable stocks with significant tail-end inflows included Dongfang Fortune (1.505 billion yuan) and Northern Rare Earth (1.067 billion yuan) [9] Summary of Key Stocks - The top stocks by net inflow on July 17 included: - Changshan Beiming: 2.010 billion yuan, +10.02% - Runhe Software: 0.932 billion yuan, +9.68% - Tuowei Information: 0.773 billion yuan, +5.32% - ZTE Corporation: 0.760 billion yuan, +3.88% - Construction Industry: 0.689 billion yuan, +10.01% [5][11]

Market Overview - The Shanghai Composite Index closed at 3516.83 points, up 0.37%, with a trading volume of 609.79 billion yuan [2] - The Shenzhen Component Index rose 1.43% to 10873.62 points, with a trading volume of 929.58 billion yuan [2] - The ChiNext Index increased by 1.76% to 2269.33 points, with a trading volume of 443.12 billion yuan [2] - The total trading volume of both markets reached 1.539 trillion yuan, an increase of 97.33 billion yuan from the previous trading day [2] Sector Performance - Strong sectors included pharmaceuticals, communications, defense, electronics, steel, computers, retail, and automotive [3] - Active concepts included recombinant proteins, CPO, innovative drugs, PCB, carbon fiber, passive components, optical communication modules, and AI smartphones [3] - The banking, transportation, insurance, precious metals, and environmental protection sectors saw declines [3] Fund Flow - The net inflow of main funds in the Shanghai and Shenzhen markets was 6.986 billion yuan, with 13 sectors experiencing net inflows [5] - The computer sector had the highest net inflow of 4.092 billion yuan, followed by electronics, communications, and defense [5] - The environmental protection sector had the largest net outflow of 640 million yuan, with other sectors like light industry, automotive, and pharmaceuticals also experiencing outflows [5] Individual Stock Performance - A total of 2249 stocks saw net inflows, with 83 stocks receiving over 1 billion yuan in net inflows [7] - Changshan Beiming had the highest net inflow of 2.01 billion yuan, followed by Runhe Software and ZTE with 932 million yuan and 760 million yuan respectively [8] - Conversely, 2889 stocks experienced net outflows, with 49 stocks seeing over 1 billion yuan in net outflows [9] - The stock with the highest net outflow was China Electric Power, with 510 million yuan [10] Institutional Activity - Institutions had a net buy of approximately 50.36 million yuan, with 12 stocks being net bought and 12 stocks being net sold [11] - The stock with the highest net buy was Meidi Xi, with a net inflow of approximately 140 million yuan [11]

Market Overview - The three major stock indices in China collectively rose, with the Shanghai Composite Index closing at 3516.83 points, up 0.37% [1] - The Shenzhen Component Index closed at 10873.62 points, up 1.43% [1] - The ChiNext Index closed at 2269.33 points, up 1.76% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.54 trillion yuan, an increase of 97.3 billion yuan compared to the previous trading day [1] Sector Performance - The electronic components sector led the gains, with companies like Mankun Technology hitting the daily limit of 20% increase, and Shengyi Electronics rising over 13% [4] - The CPO concept showed strong performance throughout the day, while the military equipment sector was also active, with companies like Zongheng Co. and Chenxi Aviation seeing significant increases [5][6] - Conversely, the precious metals sector experienced declines, with Shandong Gold dropping over 2% [7] Capital Flow - Main capital flows showed a net inflow into sectors such as electronics, computers, and communications, while there was a net outflow from public utilities, real estate, and coal sectors [8] - Specific stocks like Changshan Beiming and Runhe Software saw net inflows of 2 billion yuan and 925 million yuan, respectively [9] - On the outflow side, companies like China Electric Power and Sunshine Power faced sell-offs of 444 million yuan and 397 million yuan, respectively [10] Institutional Insights - Dongfang Securities noted that overseas liquidity remains volatile, with a short-term rebound in the US dollar, leading to limited domestic opportunities in July [12] - CITIC Securities highlighted that mid-year performance reports could drive market sentiment towards technology sectors [13] - Galaxy Securities mentioned that the large financial sector is entering a phase of rotation and adjustment [14]