| 新股发行及今日交易提示 | 2025/8/5 | 星期二 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/8/5 | 新股发行 | 证券代码 | 证券简称 | 发行价格 | | | | | | | | 920101 | 志高机械 | 17.41 | 2025/8/5 | 内地市场权益提示 | | | | | | | | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=601989&announcementId=122438 | 现金选择权 | 601989 | 中国重工 | 现金选择权申报期 | ：2025年8月13日 | | 7141&orgId=9900009267&announcementTime=2025 | -08-05 | https://www.cninfo.com.cn/new/disclosure/detail?st ...

Market Performance - The main board led the gains with notable increases in stocks such as Furi Electronics (+10.04%), Beiwai Technology (+10.03%), and Liding Optoelectronics (+10.00%) [1] - The ChiNext board saw significant growth, highlighted by Longyang Electronics (+20.00%) and Jinxi Modern (+19.96%) [1] - The Sci-Tech Innovation board also performed well, with Dongxin Co. (+20.00%) and Xunjiexing (+15.81%) leading the way [1] - Active sub-industries included SW Military Electronics III (+3.42%) and SW Robotics (+3.42%) [1] Domestic News - ZhiGe Technology, an AR glasses optical manufacturer, recently completed a financing round of over 100 million yuan, establishing China's first fully automated mass production line for diffractive waveguides with a monthly capacity of 100,000 pieces [1] - Semiconductor investment alliance member, Saiwei Electronics, announced that its subsidiary, Silex, has received a purchase order for a MEMS silicon oscillator after passing customer validation [1] - TSMC has begun equipment installation for its second 2nm plant in Kaohsiung, expected to enter trial production by the end of this year [1] - He Sheng New Materials announced a 250 million yuan investment in Yizhi Electronics, acquiring a 10% stake in the company, which specializes in high-end server CPU chip design [1] Company Announcements - Aohai Technology reported the repurchase of 534,100 shares, representing 0.19% of its total share capital [3] - Sanhuan Group announced the repurchase of 5,133,800 shares, accounting for 0.2679% of its total share capital [3] - OmniVision Technologies projected its H1 2025 revenue to be between 13.722 billion yuan and 14.022 billion yuan, reflecting a year-on-year increase of 13.49% to 15.97% [3] - Industrial Fulian reported a total repurchase of 7,697,400 shares, which is 0.04% of its total share capital [3] Overseas News - TrendForce predicts that major memory suppliers in South Korea and the U.S. will significantly reduce or halt production of LPDDR4X in 2025 and 2026, leading to supply-demand imbalances [1] - Samsung Electronics made a strategic investment in Israeli startup Teramount Ltd. to secure critical high-speed data transmission technology for next-generation semiconductor packaging [1] - Meta announced plans to dispose of certain data center assets valued at $2.04 billion, reclassifying them as "held for sale" [1] - Qualcomm reported Q3 FY2025 revenue of $10.4 billion, a 10% year-on-year increase, with net profit of $2.666 billion, up 25% year-on-year, driven by strong performance in automotive and IoT sectors [1]

转自：智通财经 注：智通财经VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 「财」启盛夏「牛」运亨通 智通财经会员月VIP惠享五重礼 年度级狂欢盛宴正式开启！8月1日-31日，海量VIP资讯体验+VIP资讯年度优惠价，多福多财，狂欢一 整月，等你来参加~ 福利①：每日签到领福利，0元体验VIP 福利②：VIP资讯全场低至8折，王牌最高直降2778元 福利③：8.18和8.18两场限时秒杀风暴，见证年度级抄底价 福利④：会员卡升级特惠，10款VIP资讯打包订阅，直降万元再享加赠福利 福利⑤：消费满额迎好礼，智通财经定制铜牛摆件到家，助力后半程"牛运亨通" | 星期一〇４ | | 情绪指数 65 分 涨停 69 VS 跌停 7 (含 st) | | --- | --- | --- | | 上证指数 | 深圳成指 | 创业板指 | | 3583.31 | 11041.56 | 2334.32 | | +0.66% | +0.46% | +0.50% | 市场热点一 军工 财通证券指出，地缘冲突加剧强化各国安全诉求，全球军费开支进入上行周 ...

金现代8月4日公告，股票交易价格连续三个交易日内收盘价格涨幅偏离值累计超过30%，属于股票交易 异常波动的情形。经核实，近期公司经营情况及内外部经营环境未发生重大变化。公司、控股股东和实 际控制人不存在关于本公司的应披露而未披露的重大事项，或处于筹划阶段的重大事项。 ...

| 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | 净额(万)2 | | 1 | 国家海道证券股份有限公司上海松江区中山东路证券股级新闻 | 126次 43.65% | 0 | 6044.31 | 4.46% | 3.11 | 0.00% | 6041.20 | | 2 | 开净证券股份有限公司西安西大街证券营业部 | 305次 47 54% | ▶ | 5324 81 | 3.93% | 76,79 | 0.06% | 5248.01 | | 3 | 国泰海通证券股份有限公司东莞总部一路证券营业部 | 150 66.67% | | 4830.97 | 3.57% | 0.00 | 0.00% | 4830.97 | | 4 | 国泰海通证券股份有限公司南京太平南路证券营业部 | 91次 49 45% | | 3791.19 | 2.80% | 33.56 | 0.02% ...

| 证券代码：300830 | 证券简称：金现代 | 公告编号：2025-034 | | --- | --- | --- | | 债券代码：123232 | 债券简称：金现转债 | | 金现代信息产业股份有限公司 一、股票交易异常波动的具体情况 金现代信息产业股份有限公司（以下简称"公司"）股票（证券简称：金现 代，证券代码：300830）股票交易价格连续三个交易日内（2025 年 7 月 31 日、 2025 年 8 月 1 日、2025 年 8 月 4 日）收盘价格涨幅偏离值累计超过 30%，根据 深圳证券交易所相关规定，属于股票交易异常波动的情形。 二、公司关注并核实情况的说明 针对公司股票异常波动的情况，公司董事会对公司控股股东、实际控制人及 公司管理层就相关事项进行了核查，现就有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产 生较大影响的未公开重大信息； （三）近期公司经营情况及内外部经营环境未发生重大变化； （四）经核查，公司、控股股东和实际控制人不存在关于本公司的应披露而 未披露的重大事项，或处于筹划阶段的 ...

行业规模 | | | 占比% | | --- | --- | --- | | 股票家数（只） | 284 | 5.6 | | 总市值（十亿元） | 3783.6 | 4.1 | | 流通市值（十亿元） | 3333.8 | 3.9 | 行业指数 % 1m 6m 12m 绝对表现 5.9 21.2 76.5 相对表现 3.1 15.0 57.9 资料来源：公司数据、招商证券 -20 0 20 40 60 80 100 120 Aug/24 Nov/24 Mar/25 Jul/25 (%) 计算机 沪深300 证券研究报告 | 行业定期报告 2025 年 08 月 03 日 产业催化不断，看好 AI 板块表现 计算机周观察 20250803 TMT 及中小盘/计算机 中央、地方出台政策支持 AI 发展，字节跳动推出离散扩散语言模型"Seed Diffusion Preview"，微软、Meta 等巨头财报相继发布，AI 产业催化不断。 推荐（维持） 相关报告 1、《关注 AI、稳定币两条主线—— 计算机周观察 20250727》2025-07-27 2、《稳定币方向获机构加仓，外资流 入 AI、金融科技领域——计 ...

智谱AI板块逆市走强，金现代（300830）、值得买（300785）涨超10%，优刻得、三六零（601360）、 蓝色光标（300058）、贝瑞基因（000710）、新致软件跟涨。 ...

Market Overview - The Shanghai Composite Index increased by 0.09% as of the morning close, with a trading volume of 660.47 million shares and a total transaction value of 910.99 billion yuan, a decrease of 1.62% compared to the previous trading day [1]. Industry Performance - The electronic, comprehensive, and computer sectors showed the highest gains, with increases of 1.37%, 1.35%, and 1.23% respectively [1]. - The public utilities, construction decoration, and real estate sectors experienced the largest declines, with decreases of 1.05%, 0.66%, and 0.51% respectively [2]. Leading Stocks - In the electronic sector, Mankun Technology led with a gain of 20.01% [1]. - Tianchen Co. in the comprehensive sector rose by 10.00% [1]. - Jinxi Modern in the computer sector also increased by 20.00% [1]. Transaction Data - The electronic industry had a transaction value of 123.36 billion yuan, up by 11.84% from the previous day [1]. - The comprehensive sector recorded a transaction value of 14.01 billion yuan, up by 11.35% [1]. - The computer sector's transaction value was 1,055.04 billion yuan, with a slight increase of 1.25% [1].

Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]