启迪设计今日涨停，全天换手率13.94%，成交额3.65亿元，振幅15.85%。龙虎榜数据显示，机构净卖出 213.26万元，营业部席位合计净买入9498.34万元。 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213.26万元。 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1.83亿元，其中，买入成交额为1.38亿 元，卖出成交额为4526.71万元，合计净买入9285.08万元。 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774.89万元，卖出金 额988.15万元，合计净卖出213.26万元。 资金流向方面，今日该股主力资金净流入1.35亿元，其中，特大单净流入1.67亿元，大单资金净流出 3187.85万元。近5日主力资金净流入1.17亿元。（数据宝） 启迪设计8月1日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 5154.12 | 0.00 ...

Group 1 - The medical waste treatment sector saw an increase of 1.61%, ranking 6th among concept sectors, with 32 stocks rising, including Tsinghua Design which hit a 20% limit up [1] - Notable gainers in the sector included Saili Medical, Zhongshan Public Utilities, and Xuelang Environment, which rose by 6.20%, 4.26%, and 4.02% respectively [1] - The sector experienced a net inflow of 164 million yuan from main funds, with 20 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [1] Group 2 - Tsinghua Design led the net inflow with 135.38 million yuan, followed by Saili Medical, Shou Chuang Environmental Protection, and Beijing Capital Co., which received net inflows of 33.50 million yuan, 26.93 million yuan, and 17.87 million yuan respectively [2] - The net inflow ratios for Tsinghua Design, China Tianying, and Tsinghua Environment were 37.14%, 14.94%, and 14.52% respectively [2] - The medical waste treatment sector's performance was contrasted by declines in other sectors, such as the military equipment restructuring concept which fell by 1.90% [1][2]

从资金流向上来看，当日工程咨询服务板块主力资金净流出3428.85万元，游资资金净流出1.61亿元，散 户资金净流入1.95亿元。工程咨询服务板块个股资金流向见下表： 证券之星消息，8月1日工程咨询服务板块较上一交易日上涨0.97%，启迪设计领涨。当日上证指数报收 于3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。工程咨询服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300500 | 启迪设计 | 16.08 | 20.00% | 23.37万 | | 3.65亿 | | 600629 | 华建集团 | 13.70 | 10.04% | 108.27万 | | 13.67亿 | | 301365 | 矩阵股份 | 19.50 | 5.92% | 16.21万 | | 3.24亿 | | 603017 | 中街设计 | 9.84 | 5.47% | P 25.08万 | | 2.45亿 | | 300983 | 尤安设计 ...

启迪设计最新一期业绩显示，截至2025一季报，公司营业总收入2.18亿元、同比减少33.09%，归属净利 润1638.89万元，同比增长75.77%，扣非净利润1654.43万元，同比增长262.74%，流动比率1.314、速动 比率1.311、资产负债率60.04%。 金融界消息 截至2025年8月1日收盘，启迪设计（300500）报收于16.08元，上涨20.0%，换手率 13.94%，成交量23.37万手，成交金额3.65亿元。 通过天眼查大数据分析，启迪设计集团股份有限公司共对外投资了40家企业，参与招投标项目5000次， 知识产权方面有商标信息18条，专利信息304条，此外企业还拥有行政许可10个。 资金流向方面，今日主力资金净流入1.34亿元，占比成交额36.75%。其中，超大单净流入1.76亿元、占 成交额48.27%，大单净流出4200.69万元、占成交额11.52%，中单净流出流出8333.29万元、占成交额 22.86%，小单净流出5062.25万元、占成交额13.89%。 天眼查商业履历信息显示，启迪设计集团股份有限公司，成立于1988年，位于苏州市，是一家以从事专 业技术服务业为主的企 ...

Core Insights - Huawei's Ascend segment has shown significant upward movement, indicating a positive trend in the company's performance and market perception [1] - Several companies, including Qidi Design, Tongda Hai, Saiyi Information, Jiecheng Co., Boyan Technology, and Nanwei Software, have experienced stock price increases, suggesting a broader market rally in related sectors [1] Company Summary - Huawei's Ascend segment is experiencing notable growth, which may reflect advancements in technology and increased demand for AI-related products [1] - Qidi Design has reached a trading limit increase, indicating strong investor interest and confidence in its future prospects [1] - Other companies such as Tongda Hai, Saiyi Information, Jiecheng Co., Boyan Technology, and Nanwei Software are also benefiting from this upward trend, showcasing a collective positive sentiment in the industry [1] Industry Summary - The movement in Huawei's Ascend segment and the subsequent rise in related companies' stock prices suggest a potential growth phase in the tech and AI sectors [1] - The overall market reaction indicates a favorable environment for investments in companies associated with AI and technology development [1]

Group 1 - The photovoltaic sector is experiencing significant growth, with companies like Qidi Design, Jiejia Weichuang, and Ruikeda reaching a 20% limit-up, while Haiyou New Materials increased by over 16% [1][2] - As of July 31, the National Energy Administration reported that the newly installed photovoltaic capacity in the first half of the year reached 212 million kilowatts, with a total capacity expected to reach approximately 1.1 billion kilowatts by June 2025, reflecting a year-on-year growth of 54.1% [3] - The cumulative photovoltaic power generation in the first half of the year was 559.1 billion kilowatt-hours, marking a year-on-year increase of 42.9% [3] Group 2 - CITIC Securities' research report highlights that the photovoltaic industry is currently facing issues of homogenization and excess capacity, but it is expected to see a recovery in prices and profitability as the industry returns to normalized competition [4] - The report emphasizes that technological innovation will be crucial for overcoming the challenges of homogenized competition, and companies with differentiated products and strong market positions are likely to experience significant performance improvements [4] - The China Photovoltaic Industry Association has raised its forecast for new installations in 2025, with expectations for global installations adjusted to 570-630 GW and China's installations to 270-300 GW [3]

Core Viewpoint - The surge in AI applications has led to significant stock price increases for companies like Global Printing, Zhengzhong Design, and Qidi Design, following the strong market debut of AI design company Figma [1][2][3]. Group 1: AI Market Developments - The State Council, led by Premier Li Qiang, approved the "Artificial Intelligence +" action plan to promote the commercialization of AI applications across various sectors [3]. - The National Development and Reform Commission emphasized the importance of market confidence and practical implementation in advancing AI initiatives [3]. Group 2: Figma's Market Impact - Figma's IPO on the New York Stock Exchange saw its opening price at $85, a 157% increase from the IPO price of $33, closing at $115.5, marking a 250% rise [3]. - Figma is positioned as a disruptor to Adobe, which has dominated the market for 30 years, and is expected to reshape production processes and expand the overall market size [4]. Group 3: Industry Insights - Figma's success is attributed to its collaborative platform that integrates various workflow nodes, enhancing efficiency in front-end design [4]. - The total addressable market (TAM) for Figma is estimated at $33 billion, with a projected workforce of 144 million involved in product development by 2029 [5]. - The global software spending is expected to exceed $1.2 trillion by 2025, indicating a robust growth trajectory for AI applications [5].

证券时报·数据宝统计，截至今日上午10:29，上证综指3576.84点，收于五日均线之下，涨跌幅0.10%， A股总成交额为7270.04亿元。到目前为止，今日有665只A股价格突破了五日均线，其中乖离率较大的 个股有生物谷、启迪设计、捷佳伟创等，乖离率分别为16.03%、14.73%、12.98%；亿道信息、王子新 材、派克新材等个股乖离率较小，刚刚站上五日均线。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 833266 | 生物谷 | 22.10 | 18.16 | 11.95 | 13.87 | 16.03 | | 300500 | 启迪设 计 | 20.00 | 12.63 | 14.02 | 16.08 | 14.73 | | 300724 | 捷佳伟 创 | 20.00 | 16.10 | 58.59 | 66.19 | 12.98 | | 688680 | 海优新 材 | ...

消息面上，启迪设计近日作为联合体牵头方，签署了河南空港智算中心（一中心）三期项目一批次算力 集群部分建设、维护、运营一体化采购项目，合同金额达8.6亿元。该项目采用国产化技术路线，涉及 液冷服务器、超算设备等，旨在打造高性能算力中心。 截至2025年7月31日收盘，启迪设计股价报13.40元，较前一交易日下跌4.22%，成交额2.46亿元，换手 率10.74%。 启迪设计属于工程咨询服务板块，业务涵盖建筑设计、工程咨询、数字科技等领域。公司近期在新基建 领域持续发力，中标多个数据中心项目。 风险提示：市场有风险，投资需谨慎。 本文源自：金融界 作者：A股君 7月31日盘中，启迪设计股价一度快速反弹，5分钟内涨幅超过2%，但随后回落。当日主力资金净流出 1296.48万元。 ...

Group 1 - The core project involves the signing of a contract for the construction, maintenance, and operation of a computing cluster as part of the Henan Airport Intelligent Computing Center Phase III, with a total bid amount of 860 million yuan [1][2] - The project will focus on fully domestic technology routes, particularly utilizing TaihuLight and Loongson technologies to build a high-performance computing foundation [2] - The project includes advanced hardware such as liquid-cooled GPU computing servers and supercomputing servers, along with a comprehensive software platform for intelligent scheduling and efficient collaboration [2] Group 2 - This project marks another significant achievement for the company in the digital technology and new infrastructure sectors, following previous data center projects [2] - The successful execution of this contract is expected to positively impact the company's future business development and operational performance [2]