截至8月4日开盘一小时，主力资金流入前20的股票分别为：长城军工（4.88亿元）、海光信息（4.57亿 元）、山河智能（4.31亿元）、航天电子（4.00亿元）、利君股份（3.28亿元）、赤峰黄金（2.53亿 元）、顺钠股份（2.37亿元）、工商银行（2.14亿元）、浙大网新（2.09亿元）、长城电工（2.04亿 元）、爱乐达（2.03亿元）、中金黄金（1.95亿元）、中国银行（1.94亿元）、神州泰岳（1.89亿元）、 光线传媒（1.70亿元）、万里马（1.65亿元）、江海股份（1.60亿元）、长盛轴承（1.55亿元）、民生银 行（1.52亿元）、圣邦股份（1.46亿元）。 作者：金股通 本文源自：金融界 ...

机器人（300024）、减速器概念延续上周五强势，中马传动（603767）4天3板，东杰智能（300486）触 及20cm涨停，夏厦精密（001306）、日盈电子（603286）、嵘泰股份（605133）、浙江荣泰 （603119）、长盛轴承（300718）等跟涨。 暗盘资金一眼洞悉庄家意图>> ...

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，嘉兴睿擎智能科技有限公司成立，法定代表人为 ZHANG,DAN张丹，注册资本800万元，经营范围包含：一般项目：技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；工程和技术研究和试验发展(除人体干细胞、基因诊断与治疗技术开 发和应用，中国稀有和特有的珍贵优良品种)；微特电机及组件销售；信息技术咨询服务；集成电路设 计；智能机器人的研发；智能机器人销售；机械电气设备销售(除依法须经批准的项目外，凭营业执照 依法自主开展经营活动)。天眼查APP股权穿透显示，该公司由长盛轴承、ZHANG,DAN张丹共同持 股。 ...

Market Performance - The general equipment sector increased by 0.19% on July 29, with Jikang Technology leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Top Gainers - Jikang Technology (code: 830879) closed at 37.66, up 20.36% with a trading volume of 242,000 shares and a transaction value of 818 million [1] - Haichang New Materials (code: 300885) closed at 20.51, up 20.01% with a trading volume of 291,100 shares and a transaction value of 553 million [1] - Hexin Instruments (code: 688622) closed at 96.02, up 20.00% with a trading volume of 28,600 shares and a transaction value of 258 million [1] Top Losers - Lilang New Materials (code: 836807) closed at 19.90, down 3.86% with a trading volume of 174,000 shares and a transaction value of 350 million [2] - Kaile Shares (code: 301070) closed at 44.36, down 3.57% with a trading volume of 61,000 shares and a transaction value of 271 million [2] - Chuanrun Shares (code: 002272) closed at 11.30, down 3.50% with a trading volume of 538,100 shares and a transaction value of 610 million [2] Capital Flow - The general equipment sector experienced a net outflow of 1.245 billion from institutional investors and a net outflow of 184 million from speculative funds, while retail investors saw a net inflow of 1.429 billion [2] - Specific stocks like Haichang New Materials had a net inflow of 862.55 million from institutional investors, while it faced a net outflow of 501.02 million from speculative funds [3]

Group 1: Company Overview - The company specializes in the research, production, and sales of self-lubricating bearings and high-performance polymers, with major products including self-lubricating bearings and modified engineering plastics [2][3] - The automotive industry generates the highest revenue for the company, accounting for approximately 80% of total revenue when combined with the engineering machinery sector [3] Group 2: Product Applications - Self-lubricating bearings are widely used in various industries, including automotive, engineering machinery, robotics, energy, and agriculture [2] - In the automotive sector, each vehicle utilizes over 100 self-lubricating bearings, primarily in seats, hinges, steering systems, and shock absorbers [2] Group 3: Research and Development - The company is recognized as a national high-tech enterprise and has been awarded the title of "Little Giant" for specialized and innovative enterprises [4] - As of March 31, 2025, the company holds 126 valid authorized patents, including 6 international invention patents and 43 domestic invention patents [4] Group 4: Material Technology - The company has developed industry-leading core technologies in self-lubricating materials, including material formulation and surface composite technology [5][6] - Various polymer materials are utilized based on application scenarios, including PTFE, PI, PEEK, PAI, PBI, and POM, as well as solid lubricants like graphite [5][6] Group 5: Robotics Applications - The company’s products in robotics include joint bearings and sliding bearings, with research focusing on linear actuators and lightweight designs [7] - Self-lubricating bearings provide advantages in robotics, such as high load capacity, impact absorption, and maintenance-free operation [7][8]

Core Viewpoint - The humanoid robot sector is experiencing significant growth, with companies like Longsheng Bearing benefiting from this trend, particularly due to their partnership with Yushutech, a leading player in the market [2][10]. Company Summary - Longsheng Bearing has seen its stock price increase by over 210% since the beginning of the year, reaching approximately 95.28 yuan per share, with a total market capitalization of about 28.5 billion yuan [2][10]. - The company is a core supplier of self-lubricating bearings for Yushutech, which are essential for the flexible operation of humanoid robot joints [4][9]. - Longsheng Bearing has been involved in technical exchanges and collaborative research with other companies in the robot sector, including UBTECH and Zhiyuan Robotics [5][9]. - The company reported revenues of 1.071 billion yuan, 1.105 billion yuan, and 1.137 billion yuan for the years 2022, 2023, and 2024 respectively, with year-on-year growth rates of 8.77%, 3.18%, and 2.89% [7][10]. Industry Summary - The humanoid robot market is projected to grow significantly, with estimates suggesting sales could reach 12,400 units and a market size of 6.339 billion yuan by 2025, and over 400 billion yuan by 2035 [11]. - The supply chain advantage in China is a key factor enabling local companies to compete with U.S. firms in the humanoid robot sector [3][11]. - Analysts believe that while U.S. companies may lead in the early stages of technology development, Chinese manufacturers are well-positioned to dominate once large-scale commercialization begins [11][12].

7月21日，上证指数上涨0.72%，深证成指上涨0.86%，创业板指上涨0.87%。盘后龙虎榜数据显示，共 有55只个股因当日异动登上龙虎榜，资金净流入最多的是长盛轴承（300718.SZ），达3.83亿元。 据21投资通智能监测，29只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及21只。 3.83亿资金抢筹长盛轴承，2.92亿资金出逃永安药业 55只上榜的龙虎榜个股中，32只个股被净买入，23只个股被净卖出。其中，资金净买入最多的是长盛轴 承，达3.83亿元，占总成交金额的9.07%。长盛轴承当日收盘上涨20%，换手率为23.64%。 而龙虎榜中资金净流出最多的是永安药业（002365.SZ），被净卖出为2.92亿元，占总成交金额的 20.41%。永安药业收盘下跌5.96%，换手率为25.87%。 | 永安药业 | -5.96% | 4 | 1 | 6674 | 4.67% | 25.87% | | --- | --- | --- | --- | --- | --- | --- | | 延伸智能 | -6.55% | 2 | 0 | 4715 | 3.36% | 26.38% | | 海特生 ...

Market Overview - A-shares surged on July 21, with the Shanghai Composite Index and ChiNext Index both reaching new highs for the year, while the Shenzhen Component Index broke through 11,000 points, marking a four-month high [1] - The Shanghai Composite Index closed up 0.72% at 3,559.79 points, the Shenzhen Component Index rose 0.86% to 11,007.49 points, and the ChiNext Index increased by 0.87% to 2,296.88 points, with the Northbound 50 Index gaining 2.38% [1] - Total trading volume across the Shanghai, Shenzhen, and North exchanges reached 1.7274 trillion yuan [1] Sector Performance Water and Hydropower Sector - The water and hydropower sector experienced a significant rally, with multiple stocks hitting the daily limit [3] - Key performers included Wuxin Tunnel Equipment and Jikang Technology, both up by 30%, and China Power Construction, China Western Power, and China Energy Engineering, which also reached their daily limits [3][4] - The commencement of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is expected to boost the long-term growth potential of the hydropower industry [5][6] Steel Sector - The steel sector saw strong gains, with stocks like Xining Special Steel, Bayi Iron & Steel, and Liugang Co. all hitting their daily limits [7] - The Ministry of Industry and Information Technology announced a new round of growth stabilization plans for key industries, including steel, which is expected to improve the competitive landscape and optimize supply [9][10] Non-ferrous Metals Sector - The non-ferrous metals sector also performed well, with stocks such as Yahua Group and Shenghe Resources reaching their daily limits [10] - The upcoming growth stabilization plan from the Ministry of Industry and Information Technology is anticipated to drive structural adjustments and eliminate outdated capacity in the non-ferrous metals industry [10] Humanoid Robot Sector - The humanoid robot sector became active again, with stocks like Wavelength New Materials and Changsheng Bearings hitting their daily limits [11] - The sector is expected to benefit from increased market penetration in industrial inspection and household services, with leading manufacturers making significant progress in technology development and commercial orders [13]

Market Overview - The Shanghai Composite Index rose by 0.72% on July 21, with 27 out of the 28 sectors in the Shenwan classification experiencing gains, led by the construction materials and construction decoration sectors, which increased by 6.06% and 3.79% respectively [1] - The machinery equipment sector also saw an increase of 1.95% [1] - The banking and comprehensive sectors were the only ones to decline, with decreases of 0.77% and 0.34% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets was 6.945 billion yuan, with 11 sectors experiencing net inflows [1] - The power equipment sector had the largest net inflow, totaling 3.193 billion yuan, while the construction materials sector followed with a net inflow of 2.038 billion yuan [1] - The computer sector experienced the highest net outflow, amounting to 9.319 billion yuan, followed by the electronics sector with a net outflow of 2.052 billion yuan [1] Machinery Equipment Sector Performance - The machinery equipment sector had a net inflow of 1.959 billion yuan, with 425 out of 530 stocks in the sector rising, including 18 stocks hitting the daily limit [2] - The top three stocks with the highest net inflow were Changsheng Bearing (3.38 billion yuan), Lioo Co., Ltd. (2.91 billion yuan), and Zongshen Power (2.02 billion yuan) [2] - The sector also had 11 stocks with net outflows exceeding 50 million yuan, with the largest outflows from Nanxing Co., Ltd. (1.90 billion yuan), Yingweike (1.41 billion yuan), and Julun Intelligent (1.18 billion yuan) [2] Top Gainers in Machinery Equipment Sector - The top gainers in the machinery equipment sector included: - Changsheng Bearing: +20.00%, turnover rate 23.64%, net inflow 337.65 million yuan - Lioo Co., Ltd.: +5.96%, turnover rate 19.43%, net inflow 290.93 million yuan - Zongshen Power: +3.86%, turnover rate 8.27%, net inflow 201.81 million yuan [2] Top Losers in Machinery Equipment Sector - The top losers in the machinery equipment sector included: - Nanxing Co., Ltd.: -3.10%, turnover rate 18.57%, net outflow -190.11 million yuan - Yingweike: -3.40%, turnover rate 3.89%, net outflow -140.56 million yuan - Julun Intelligent: +0.24%, turnover rate 8.37%, net outflow -117.73 million yuan [4]

Core Viewpoint - The market experienced a significant rally on July 21, with both the Shanghai Composite Index and the ChiNext Index reaching new highs for the year, driven primarily by infrastructure-related stocks and a surge in trading volume [1][2][3]. Market Performance - The Shanghai Composite Index rose by 0.72%, the Shenzhen Component Index increased by 0.86%, and the ChiNext Index gained 0.87% [1]. - Over 4,000 stocks in the market saw gains, with more than a hundred stocks hitting the daily limit up [2]. Sector Highlights - Infrastructure stocks, particularly in cement and building materials, saw a collective surge, with companies like Conch Cement hitting the daily limit up [3][8]. - High-voltage power transmission and grid concept stocks also performed strongly, with companies such as Guodian Nanzi reaching the daily limit up [4][8]. - The robotics sector maintained its strength, exemplified by Changsheng Bearing hitting the daily limit up [5]. Trading Volume and Key Stocks - The total trading volume for the Shanghai and Shenzhen markets reached 1.7 trillion yuan, an increase of 128.9 billion yuan from the previous trading day [5]. - Notable stocks by trading volume included Northern Rare Earth at 14.664 billion yuan, followed by Dongfang Fortune, Zhongji Xuchuang, and Ningde Times with trading volumes of 11.143 billion yuan, 10.910 billion yuan, and 9.047 billion yuan respectively [5]. Specific Events - The launch of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, has sparked a rally in related stocks [9]. - An unusual trading incident occurred with Dongfang Electric, where a transaction at an inflated price led to a temporary spike of over 700% in its stock price before stabilizing [11][12]. Foreign Investment Sentiment - Foreign institutional investors are increasingly optimistic about Chinese core assets, with a focus on sectors such as domestic consumption and technology [14][15]. - Recent engagements with foreign sovereign funds and large asset management firms indicate a positive outlook on A-shares, with a shift in interest towards Hong Kong markets as a financial hub [14].