| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 300378 | 鼎捷数智 | 60.99 | 16.06% | | 56.49万 | | 32.54亿 | | 300624 | 万兴科技 | 89.60 | 11.01% | | 42.19万 | | 35.90亿 | | 688118 | 普元信息 | 29.44 | 10.30% | | 13.54万 | | 3.86亿 | | 300559 | 佳发教育 | 12.73 | 7.70% | 1 | 25.88万 | | 3.25亿 | | 300525 | 博思软件 | 16.32 | 6.88% | | 65.89万 | | 10.66亿 | | 301378 | 通达海 | 33.39 | 6.54% | | 10.37万 | | 3.38亿 | | 300188 | 圖投智能 | 17.84 | 5.94% | | 81.62万 | | 14.28亿 | | 688507 | 索辰科技 | 100.1 ...

格隆汇8月1日｜A股市场数字货币概念股走弱，其中，恒宝股份跌超6%，四方精创、雄帝科技跌超 5%，信息发展、芯原股份、中科金财、华峰超纤、海联金汇、天阳科技跌超4%。 ...

Market Overview - The Shanghai Composite Index closed at 3615.72 points, up 0.17%, with a trading volume of 819.63 billion yuan [1] - The Shenzhen Component Index closed at 11203.03 points, down 0.77%, with a trading volume of 1024.65 billion yuan [1] - The ChiNext Index closed at 2367.68 points, down 1.62%, with a trading volume of 503.32 billion yuan [1] - The STAR 50 Index closed at 1058.57 points, down 1.11%, with a trading volume of 35.32 billion yuan [1] - The total trading volume of both markets was 1844.28 billion yuan, an increase of 41.11 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included steel, oil and petrochemicals, media, food and beverage, banking, and textiles [3] - Active concepts included aquaculture, oil and gas services, dairy, heparin, film and television, and marine economy [3] - Weak sectors included electric equipment, computers, automobiles, defense and military, securities, telecommunications, machinery, and real estate [3] - The computer sector saw the largest net outflow of funds, amounting to 89.79 billion yuan [5] Fund Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 52.9 billion yuan [4] - The net outflow from the ChiNext was 21.25 billion yuan, while the Shanghai 300 index saw a net outflow of 12.33 billion yuan [5] - Only four sectors saw net inflows: media (10.72 billion yuan), social services (1.99 billion yuan), food and beverage (1.61 billion yuan), and retail (0.75 billion yuan) [5] Individual Stock Performance - A total of 1890 stocks experienced net inflows, with 41 stocks receiving over 1 billion yuan in net inflows [6] - The stock with the highest net inflow was Yingweike, with 867 million yuan [7] - Conversely, 3255 stocks faced net outflows, with 159 stocks seeing over 1 billion yuan in net outflows [8] - The stock with the highest net outflow was Ningde Times, with 1.293 billion yuan [9] Institutional Activity - Institutions had a net sell of approximately 72.4 million yuan, with 14 stocks seeing net purchases and 14 stocks seeing net sales [10] - The stock with the highest net purchase by institutions was Xizang Tianlu, with 126 million yuan [11]

Market Overview - The digital economy sector experienced a decline of 1.51% on July 30, with Guotou Intelligent leading the drop [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Top Performers in Digital Economy Sector - Nanfang Road Machinery (603280) closed at 49.87, up 9.99% with a trading volume of 133,000 shares and a transaction value of 636 million [1] - Dongjie Intelligent (300486) closed at 11.05, up 9.19% with a trading volume of 526,600 shares and a transaction value of 573 million [1] - Yue Media (002181) closed at 7.57, up 5.73% with a trading volume of 1,624,000 shares and a transaction value of 1.199 billion [1] Underperformers in Digital Economy Sector - Guotou Intelligent (300188) closed at 17.75, down 9.67% with a trading volume of 1,006,600 shares and a transaction value of 1.824 billion [2] - Tianyang Technology (300872) closed at 25.36, down 8.41% with a trading volume of 690,800 shares and a transaction value of 1.796 billion [2] - Sifang Jingchuang (300468) closed at 40.88, down 7.95% with a trading volume of 878,400 shares and a transaction value of 3.674 billion [2] Capital Flow Analysis - The digital economy sector saw a net outflow of 12.407 billion from main funds, while retail investors contributed a net inflow of 10.382 billion [2] - Speculative funds recorded a net inflow of 2.025 billion [2] Individual Stock Capital Flow - Shenzhou Taiyue (300002) had a main fund net inflow of 2.72 billion, but a net outflow from speculative and retail investors [3] - Zhongwen Online (300364) experienced a main fund net inflow of 2.45 billion, with significant outflows from both speculative and retail investors [3] - Nanfang Road Machinery (002757) saw a main fund net inflow of 107 million, while speculative and retail investors had outflows [3]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600570 | 恒生电子 | -2.17 | 9.66 | -107510.15 | | 000617 | 中油资本 | -7.98 | 3.55 | -70910.31 | | 300468 | 四方精创 | -7.95 | 16.58 | -67501.80 | | 002104 | 恒宝股份 | -7.83 | 30.29 | -56538.92 | | 300348 | 长亮科技 | -6.80 | 12.34 | -37522.25 | | 300773 | 拉卡拉 | -6.22 | 9.26 | -36712.52 | | 002017 | 东信和平 | -10.00 | 22.83 | -36451.44 | | 300872 | 天阳科技 | -8.41 | 16.37 | -34358.82 | | 600446 | 金证股份 | -6.68 | 8.06 | -29654.87 | | 300180 | 华峰超纤 | -3.8 ...

本文源自：金融界 作者：金股通 截至7月30日开盘一小时，主力资金流出前20的股票分别为：中银证券（-7.00亿元）、恒生电子（-6.77 亿元）、宁德时代（-5.15亿元）、上海电气（-4.92亿元）、恒宝股份（-4.64亿元）、北方稀土（-4.53 亿元）、四方精创（-4.37亿元）、西藏天路（-4.07亿元）、盛和资源（-4.01亿元）、建设工业（-3.84 亿元）、山河智能（-3.18亿元）、中钨高新（-3.15亿元）、中油资本（-2.94亿元）、比亚迪（-2.80亿 元）、云南锗业（-2.57亿元）、天孚通信（-2.52亿元）、东芯股份（-2.48亿元）、中航沈飞（-2.43亿 元）、中大力德（-2.42亿元）、内蒙一机（-2.11亿元）。 ...

金融界消息 截至2025年7月29日收盘，四方精创（300468）报收于44.41元，上涨3.35%，换手率 19.48%，成交量103.23万手，成交金额44.37亿元。 通过天眼查大数据分析，深圳四方精创资讯股份有限公司共对外投资了4家企业，参与招投标项目125 次，知识产权方面有商标信息31条，专利信息13条，此外企业还拥有行政许可45个。 来源：金融界 资金流向方面，今日主力资金净流入9175.88万元，占比成交额2.07%。其中，超大单净流入2114.01万 元、占成交额0.48%，大单净流入7061.86万元、占成交额1.59%，中单净流出流出572.43万元、占成交 额0.13%，小单净流出8603.45万元、占成交额1.94%。 四方精创最新一期业绩显示，截至2025一季报，公司营业总收入1.32亿元、同比减少21.40%，归属净利 润1289.67万元，同比减少21.52%，扣非净利润1163.61万元，同比减少19.77%，流动比率10.011、速动 比率9.670、资产负债率8.14%。 天眼查商业履历信息显示，深圳四方精创资讯股份有限公司，成立于2003年，位于深圳市，是一家以从 事软 ...

Core Viewpoint - The implementation of the Hong Kong Stablecoin Regulation on August 1 has led to a surge in digital currency concept stocks, with many experiencing significant price increases, although the underlying business support remains insufficient [1][6]. Group 1: Market Reaction - The capital market has reacted swiftly to the upcoming stablecoin regulation, with digital currency concept stocks collectively soaring [1]. - Companies like China San San Media and Jiamu Technology have seen year-to-date increases exceeding 1000% [1]. - In the A-share market, stocks such as Dongxin Peace and Sifang Jingchuang have also surged based on announcements related to stablecoin business collaborations [1][6]. Group 2: Notable Stock Performances - Guotai Junan International's stock rose by 198% on June 25 after receiving approval for virtual asset trading services, marking the largest single-day gain in the Hong Kong fintech sector [4]. - China San San Media's stock skyrocketed by 72.73% following its announcement to apply for a stablecoin license, with a year-to-date increase of 1839% [5]. - Jiamu Technology's stock increased by 22% after announcing plans to enter the stablecoin sector, with a total year-to-date rise of 1612% [5]. Group 3: Industry Sentiment and Concerns - The Hong Kong Monetary Authority has indicated that only a few stablecoin licenses will be granted initially, leading to potential disappointment among companies [11]. - Many companies are currently in the early stages of stablecoin-related business development, with little to no actual revenue generated from these initiatives [10][11]. - There is a growing concern about the speculative nature of the market, with some companies clarifying that their involvement in stablecoins does not significantly contribute to their revenues [10][12]. Group 4: Shareholder Actions - Several shareholders of concept stocks are taking advantage of the price increases to reduce their holdings, indicating a cautious approach amidst the market hype [12][13].

Group 1 - The core viewpoint of the articles highlights the significant surge in the stock prices of companies involved in the stablecoin sector following the implementation of the Hong Kong Stablecoin Regulation on August 1 [1][2] - Companies such as China San San Media and Jiamu Technology have seen their stock prices increase by over 1000% this year, while others like Yao Cai Securities and Okex Chain have also experienced substantial gains exceeding 100% [1][5] - The A-share market has similarly witnessed a trend where companies without licenses have seen their stock prices rise due to announcements related to stablecoin business collaborations or strategic plans [1][5] Group 2 - The stock price of Guotai Junan International surged by 198% on June 25 after receiving approval from the Hong Kong Securities and Futures Commission to provide virtual asset trading services, marking the largest single-day gain in the Hong Kong fintech sector [3] - China San San Media announced its preparation for applying for a stablecoin license, leading to a 72.73% increase in its stock price on July 16, with a year-to-date increase of 1839% [4] - Jiamu Technology's stock rose by 22% after announcing that funds from a share placement would be used to enter the stablecoin market, with a year-to-date increase of 1612% [4] Group 3 - The Hong Kong Monetary Authority has indicated that only a few stablecoin licenses will be granted in the initial phase, and even with a license, the short-term profitability for companies remains uncertain due to required resource investments [1][8] - Many companies have not yet generated substantial revenue from their stablecoin-related activities, and some have issued clarifications stating that their contributions to revenue are minimal [8][9] - There is a growing concern about the speculative nature of the stablecoin market, with some companies experiencing stock price increases based solely on announcements of intentions to explore stablecoin business [5][9]

7月28日，截至9时59分，金融科技板块表现活跃，中证金融科技主题指数上涨1.11%，金融IT、稳定币 概念、互联网券商等多细分赛道活跃。成份股方面，银信科技上涨超5%，四方精创、财富趋势、大智 慧等纷纷上涨超3%。热门ETF方面，规模、流动性同类断层第一的金融科技ETF（159851）场内价格冲 高逾1%，成交额超2亿元。 多角度把握金融科技机会，建议重点关注金融科技ETF（159851）及其联接基金（A类013477、C类 013478），标的指数全面覆盖了互联网券商、金融IT、跨境支付、AI应用、华为鸿蒙等热门主题。截至 7月23日，金融科技ETF（159851）最新规模超85亿元，近6个月日均成交额超5.5亿元，规模、流动性 在跟踪同一标的指数的3只ETF中断层第一！ 数据来源：沪深交易所等。 风险提示：金融科技ETF被动跟踪中证金融科技主题指数，该指数基日为2014.6.30，发布日期为 2017.6.22，该指数2020-2024年年度涨跌幅分别为：10.46%、7.16%、-21.40%、10.03%、31.54%，指数 成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。文 ...