Market Performance - The communication equipment sector rose by 1.88% on August 5, with Cheng Tian Wei Ye leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Top Gainers - Cheng Tian Wei Ye (300689) closed at 56.72, up 19.99% with a trading volume of 81,900 shares and a transaction value of 418 million yuan [1] - Changxin Bochuang (300548) closed at 95.40, up 13.44% with a trading volume of 428,100 shares [1] - Dongxin Heping (002017) closed at 27.16, up 10.00% with a trading volume of 1,210,700 shares and a transaction value of 3.101 billion yuan [1] Other Notable Performers - Changfei Optical Fiber (601869) and Rihai Intelligent (002313) both saw increases of 10.00% and 9.98% respectively [1] - The overall trading volume and transaction values for other companies in the sector also showed significant activity, with several companies exceeding 1 billion yuan in transaction value [1] Fund Flow Analysis - The communication equipment sector experienced a net inflow of 2.68 billion yuan from institutional investors, while retail investors saw a net outflow of 2.55 billion yuan [2][3] - Major stocks like Dongxin Heping and Changxin Bochuang attracted significant net inflows from institutional investors, indicating strong interest [3] Summary of Individual Stock Performance - Dongxin Heping had a net inflow of 482 million yuan from institutional investors, representing 15.54% of its trading volume [3] - Changxin Bochuang also saw a net inflow of 304 million yuan, accounting for 7.79% of its trading volume [3] - In contrast, several stocks experienced net outflows from retail investors, highlighting a divergence in investment behavior between institutional and retail participants [3]

Market Performance - A-shares showed strong performance with major indices reaching historical highs, including the Shanghai Composite Index up 0.96% and the Shenzhen Component Index up 0.59% [1] - The total market turnover was 16,158 billion yuan, an increase of 976 billion yuan from the previous day, with over 3,900 stocks rising [1] Sector Highlights - The military industry sector continued its strong performance, with Changcheng Military Industry (601606) hitting the daily limit and reaching a historical high [1] - Banking stocks also showed strength, with Agricultural Bank of China reaching a historical high [1] - Computing hardware stocks were active in the afternoon, with Changxin Bochuang (300548) rising 13.44% to a historical high [1][2] Notable Stocks - Aowei New Materials (688585) resumed trading and hit the daily limit, closing at 110.48 yuan, with a year-to-date increase of 1,566.4% [1] - Brain-computer interface concept stocks saw gains, with Xiangyu Medical rising over 10% [5] - Notable stocks in the computing hardware sector included Weiteng Electric and Zhaolong Interconnect, with significant percentage increases [3] Investment Trends - Recent increases in capital expenditure by major overseas tech companies validate the long-term high prosperity of global computing infrastructure [4] - Major tech giants like Google, Meta, Microsoft, and Amazon have collectively raised their 2025 capital expenditure plans, with Amazon's quarterly capital expenditure increasing by 90% year-on-year [4] - The domestic AI model's continuous iteration and application are expected to drive sustained demand for AI computing power, contributing to a high prosperity in the AI computing market [4][7] Brain-Computer Interface Development - The National Medical Insurance Administration has established new pricing mechanisms for newly listed drugs, including specific fees for brain-computer interface technologies [7] - The brain-computer interface industry is entering a high growth phase, with significant market potential and expected rapid clinical application [7]

Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the five-day moving average, with a gain of 0.70% [1] - The total trading volume of A-shares reached 1,290.701 billion yuan [1] Stocks Performance - A total of 1,063 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Nanjing Julong (10.11%) - Changxin Bochuang (8.01%) - Dazhu CNC (7.93%) [1] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - Allwinner Technology - Jinshiyuan - Yinlun Shares [1] Top Performing Stocks - The top stocks that broke through the five-day moving average and their respective performance metrics are: - Nanjing Julong: 11.60% increase, 23.45% turnover rate, latest price 36.76 yuan [1] - Changxin Bochuang: 13.44% increase, 14.23% turnover rate, latest price 95.40 yuan [1] - Dazhu CNC: 11.05% increase, 20.73% turnover rate, latest price 81.20 yuan [1]

Group 1 - Copper cable stocks continued to strengthen in the afternoon, with Changxin Bochuang rising over 16%, reaching a historical high [2] - Yidong Electronics increased by over 10%, indicating strong market performance [2] - Other companies such as Xinke Materials, Taicheng Light, Zhaolong Interconnect, Changfei Fiber, and Huamai Technology also experienced gains [2]

Core Viewpoint - The recent surge in capital expenditure by major overseas tech companies indicates a robust long-term outlook for global computing infrastructure, particularly in AI and related sectors [1][2]. Group 1: Market Performance - A-shares opened higher and showed mixed performance with strong sectors including photolithography machines, satellite internet, consumer electronics, and 6G, while AI concepts like DeepSeek experienced a pullback [1]. - The AI-focused ETF, Huaxia (159381), saw a net inflow of 35.74 million yuan over the past 10 trading days, indicating strong investor interest [1]. Group 2: Capital Expenditure Trends - Major tech companies such as Google, Meta, Microsoft, and Amazon have collectively raised their capital expenditure plans for 2025 to meet increasing customer demand, with Amazon's quarterly capital expenditure soaring by 90% year-on-year [1]. - This investment trend is primarily directed towards AI data center expansions, large model training computing power reserves, and upgrades to cloud service infrastructure [1]. Group 3: ETF Details - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and has a scale exceeding 6 billion yuan, focusing on key players in the AI computing hardware and 6G industry [2]. - The Huaxia AI ETF (159381) tracks the ChiNext AI Index, with a weight of over 41% in photonic modules and a management fee rate of 0.15%, making it one of the lowest in its category [2]. - The AI ETF (515070) selects stocks from the main board, ChiNext, and STAR Market, providing a comprehensive investment approach to the AI sector [2].

| 代码 | 名称 | | 涨幅% ↑ | 总市値 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603228 | 景旺电子 | 1 | -7.33 | 582亿 | 127.01 | | 603083 | 剑桥科技 | 1 | -6.06 | 137亿 | 26.18 | | 001267 | 汇绿生态 | → | -4.80 | 107亿 | 80.40 | | 300308 | 中际旭创 | 1 | -3.88 | 2324 Z | 70.03 | | 300502 | 新易盛 | 1 | -3.84 | 1808亿 | 121.28 | | 301205 | 联特科技 | → | -3.79 | 125亿 | 28.01 | | 002281 | 光迅科技 | | -3.70 | 404亿 | -3.54 | | 300570 | 太辰光 | 1 | -3.53 | 250亿 | 52.64 | | 301165 | 锐捷网络 | 1 | -2.90 | 490亿 | 20.45 | | 688313 | 件(送)(3 | 1 | -2.85 ...

Group 1 - The stock price of Changxin Bochuang closed at 86.28 yuan on July 31, 2025, down by 4.73 yuan, a decrease of 5.20% from the previous trading day [1] - The stock opened at 93.05 yuan, reached a high of 94.76 yuan, and a low of 85.40 yuan, with an overall trading range of 10.28% [1] - The trading volume was 341,100 hands, with a total transaction amount of 3.047 billion yuan [1] Group 2 - Changxin Bochuang's main business is communication equipment manufacturing, with key products including optical communication modules [1] - The company is part of concept sectors such as copper cable high-speed connections and CPO concepts [1] - On the afternoon of July 31, the PCB concept sector declined overall, leading to a drop in Changxin Bochuang's stock price [1] Group 3 - On the same day, the net outflow of main funds was 67.5129 million yuan, accounting for 0.29% of the circulating market value [1]

证券代码：300548 证券简称：长芯博创 公告编号：2025-051 长芯博创科技股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 条件股份 24,874,168 8.70% 0 0.00% 4.承诺、计划等履行情况 本次变动是否为履行已 作出的承诺、意向、计 划 是√ 否□ ZHU WEI 先生及其配偶 WANG XIAOHONG 女士已按照相关规 定进行了预披露，具体内容详见公司于 2023 年 7 月 21 日和 2025 年 7 月 7 日分别在巨潮资讯网上披露的《博创科技股份有限公司 关于持股 5%以上股东及其配偶减持计划预披露公告》（公告编 号：2023-052）和《长芯博创科技股份有限公司关于持股 5%以 上股东减持股份预披露公告》（公告编号：2025-043）。 本次减持数量在已披露减持计划范围内，ZHU WEI 先生及其配 偶 WANG XIAOHONG 女士 2023 年披露的减持计划已实施完 成，2025 年披露的减持计划尚在实施中。 本次变动是否存在违反 《证券法》、《上市公 司收购管理办法》等法 律、行政法规、部门规 章、规范性文件和本所 业务规则等规定的情况 是 ...

截至7月29日收盘，F5G概念上涨2.43%，位居概念板块涨幅第5，板块内，27股上涨，新亚电子涨停， 德科立、仕佳光子、长芯博创等涨幅居前，分别上涨15.66%、10.00%、9.80%。跌幅居前的有华脉科 技、梅安森、兆驰股份等，分别下跌1.31%、0.89%、0.43%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000801 | 四川九 洲 | 4.39 | 6.13 | 14921.02 | 15.09 | | 605277 | 新亚电 子 | 10.02 | 8.86 | 14335.57 | 17.97 | | 688313 | 仕佳光 子 | 10.00 | 8.58 | 13407.91 | 5.45 | | 300548 | 长芯博 创 | 9.80 | 12.03 | 11992.35 | 4.10 | | 603083 | 剑桥科 技 | 3.17 | 12.04 | 11591.12 | ...

Core Viewpoint - The communication equipment sector experienced a significant increase of 4.44% on July 29, with Dekoli leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3609.71, up 0.33% [1] - The Shenzhen Component Index closed at 11289.41, up 0.64% [1] Group 2: Individual Stock Performance - Dekoli (688205) closed at 64.48, with a rise of 15.66% and a trading volume of 238,500 shares, totaling a transaction value of 1.486 billion [1] - Tianfu Communication (300394) closed at 101.08, increasing by 13.83% with a trading volume of 685,000 shares, totaling 661.2 million [1] - Zhongguang Fanglei (300414) closed at 16.03, up 11.40% with a trading volume of 874,900 shares, totaling 1.408 billion [1] - Daijia Photon (688313) closed at 66.88, increasing by 10.00% with a trading volume of 393,800 shares, totaling 2.460 billion [1] - Changxin Bochuang (300548) closed at 92.34, up 9.80% with a trading volume of 323,500 shares, totaling 2.922 billion [1] - Zhongji Xuchuang (300308) closed at 209.93, increasing by 9.41% with a trading volume of 584,400 shares, totaling 12.1 billion [1] - Changfei Fiber (601869) closed at 44.20, up 9.41% with a trading volume of 200,900 shares, totaling 850 million [1] - Xinyi Sheng (300502) closed at 193.39, increasing by 8.77% with a trading volume of 775,900 shares, totaling 14.504 billion [1] - Dingtong Technology (688668) closed at 88.70, up 8.57% with a trading volume of 108,100 shares, totaling 929 million [1] - Feiling Kone (301191) closed at 92.94, increasing by 8.08% with a trading volume of 74,400 shares, totaling 669 million [1] Group 3: Capital Flow - The communication equipment sector saw a net inflow of 664 million from main funds, while retail funds experienced a net inflow of 475 million [1] - The sector faced a net outflow of 1.139 billion from speculative funds [1]