PEEK材料概念再度活跃，新瀚新材涨超10%，中欣氟材、凯盛新材、普利特等纷纷拉升。 ...

Group 1: Strong Individual Stocks - As of August 5, the Shanghai Composite Index rose by 0.96% to 3617.6 points, the Shenzhen Component Index increased by 0.59% to 11106.96 points, and the ChiNext Index went up by 0.39% to 2343.38 points [1] - A total of 70 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Wenke Co., Ltd. (002775), Dongjie Intelligent (300486), and Guoji Precision (002046) [1] - The top 10 strong stocks with their respective data include: - Wenke Co., Ltd. (002775): 4 consecutive limit ups, turnover rate of 31.93%, and closing price of 7.68 - Dongjie Intelligent (300486): 3 consecutive limit ups, turnover rate of 33.66%, and closing price of 26.4 - Guoji Precision (002046): 2 consecutive limit ups, turnover rate of 13.48%, and closing price of 16.4 [1] Group 2: Strong Concept Sectors - The top three concept sectors with the highest gains in the A-share market are: Military Equipment Restructuring Concept, PEEK Materials, and Brain-Computer Interface [2] - The top 10 concept sectors with their respective performance include: - Military Equipment Restructuring Concept: 6.12% increase - PEEK Materials: 4.11% increase - Brain-Computer Interface: 2.72% increase [3]

证券时报·数据宝统计显示，8月5日机构专用席位现身26只个股龙虎榜，合计净买入1.18亿元。为连续第 4日净买入。个股来看，净买入12只，净卖出14只。 8月5日沪指上涨0.96%，盘后龙虎榜数据显示，机构现身26只个股龙虎榜，净买入12只，净卖出14只。 深沪股通席位出现在14只个股龙虎榜。 新瀚新材，今日收盘涨停，全天换手率为34.85%，成交额为13.38亿元。因日收盘价涨幅达20.00%上榜 龙虎榜，前五大买卖营业部中有4家机构专用席位，为买一、买四、买五、卖四，合计净买入8480.39万 元。资金流向方面，该股全天资金净流入1.42亿元。 北方长龙，今日收盘上涨14.64%，全天换手率为67.52%，成交额为20.15亿元。因日换手率达67.52%上 榜龙虎榜，前五大买卖营业部中有5家机构专用席位，为买一、买二、买四、卖三、卖五，合计净买入 5200.10万元。资金流向方面，该股全天资金净流出6789.44万元。 从市场表现看，机构净买入个股今日平均上涨11.97%，涨幅强于沪指。东杰智能、新瀚新材等表现强 势，股价以涨停报收。通过对近一个月机构净买入个股进行回测发现，机构净买入个股次日上涨概率为 ...

Summary of Key Points Core Viewpoint - On August 5th, a total of 34 stocks were involved with institutional investors, with 18 showing net buying and 16 showing net selling [1] Institutional Buying - The top three stocks with the highest net buying by institutions were: - Dongjie Intelligent: Net buying amount of 209 million [1] - Xinhang New Materials: Net buying amount of 84.8 million [1] - Gongchuang Turf: Net buying amount of 63.12 million [1] Institutional Selling - The top three stocks with the highest net selling by institutions were: - Anglikang: Net outflow amount of 116 million [1] - Chenxin Pharmaceutical: Net outflow amount of 74.22 million [1] - Shanhe Intelligent: Net outflow amount of 51.28 million [1]

截至收盘，沪指涨0.96%，报3617.6点，深成指涨0.59%，报11106.96点，创业板指涨0.39%，报2343.38点，科创50指数涨0.4%，报1053.65点。沪深两市合计 成交额15960.81亿元。 PEEK材料概念股走强，中欣氟材等涨停。机器人概念活跃，北纬科技等涨停。 一、板块异动 二、涨跌停温度 | | | | 金融界股灵通复盘(8.5) | | | --- | --- | --- | --- | --- | | | 简称 | 最终封板 | 儿天儿板 | 原因 | | | | | 创新药 | | | 002915. SZ | 中欣氟材 | 11:09 | 首板涨停 | PEEK材料+氧化工+中报预增 | | 301076. SZ | 新潮新材 | 13:27 | 首板涨停 | DFBP(PEEK材料核心原料)+芳香族酮类 | | 605189. SH | 富春染织 | 14:15 | 首板涨停 | PEEK材料+印染主业+业绩改善 | | | | | 机器人 | 无人机+四足机器人+车联网+低空经济 | | 002148. SZ | 北纬科技 | 9:30 | 2天2板 | | | 0 ...

创业板指今日上涨0.39%，报收2343.38点，创业板全日成交额4784.81亿元，比上个交易日增加407.81亿 元。今日可交易创业板股中，978只股收盘上涨，涨幅超过10%的有17只，其中，东杰智能、朗特智 能、新瀚新材等7股涨停，涨幅在5%至10%之间的有55只，收盘下跌的有375只，跌幅超10%的有1只。 证券时报·数据宝统计显示，换手率方面，创业板今日平均换手率为4.36%，换手率区间分布显示，换手 率超过20%的有50只，换手率10%~20%之间的有180只，换手率5%~10%的有349只，换手率1%~5%的有 746只，换手率不足1%的有58只。 换手率最高的是北方长龙，该股今日收盘上涨14.64%，全天换手率67.52%，成交额20.15亿元；其次是 新恒汇，该股今日收盘上涨16.23%，全天换手率47.92%，成交额18.17亿元；换手率居前的还有恒宇信 通、爱乐达、隆扬电子等，换手率分别为46.38%、43.03%、42.04%。 从市场表现看，高换手率股中，今日上涨的有43只，东杰智能、朗特智能、新瀚新材等收盘涨停，跌幅 居前的有科拓生物、利德曼、金现代等，分别下跌10.28%、9.3 ...

机构表示，PEEK材料凭借其优异的性能，广泛应用于多个领域，未来有望成为人形机器人减重的重要材料，带动千亿级市场空间。 通信设备板块、液冷服务器概念亦走强，长芯博创（300548.SZ）涨超13%创历史新高，奕东电子（301123.SZ）涨超10%，长飞光纤（601869.SH）涨10%， 太辰光（300570.SZ）、兆龙互连（300913.SZ）大涨。 民生证券认为，近期海外巨头微软/谷歌/Meta/亚马逊相继披露财报，2025Q2各家CAPEX持续高企，四家单季度CAPEX合计约950亿美元，同比增长67%，环 比增长24%，并且均对未来CAPEX表达了乐观预期。此外，受AI需求驱动，微软和谷歌的云业务增速也迎来进一步提升。 银行、证券板块表现不俗，浦发银行（600000.SH）、信达证券（601059.SH）、红塔证券（601236.SH）、东兴证券（601198.SH）大涨。 消息面，近日，国务院常务会议部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息政策，一方面对于贷款结构性贴息有利于提振消费、小微企业， 另一方面显示出政策导向上对银行息差的呵护态度，预计后续更多结构性货币政策工具有望出台。 ...

新瀚新材今日涨停，全天换手率34.85%，成交额13.38亿元，振幅18.39%。龙虎榜数据显示，机构净买 入8480.39万元，营业部席位合计净卖出644.63万元。 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，机构专用席位净买入8480.39万元。 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3.49亿元，其中，买入成交额为2.13亿 元，卖出成交额为1.35亿元，合计净买入7835.76万元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买一、买四、买五、卖四，合计买入 金额1.19亿元，卖出金额3445.10万元，合计净买入8480.39万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均跌2.66%，上榜后5日平均跌0.93%。 资金流向方面，今日该股主力资金净流入1.42亿元，其中，特大单净流入1.78亿元，大单资金净流出 3630.31万元。近5日主力资金净流入1.31亿元。（数据宝） 新瀚新材8月5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 | | ...

Group 1 - The PEEK materials concept increased by 4.11%, ranking second among concept sectors, with 32 stocks rising, including Xinhan New Materials which hit a 20% limit up [1][2] - Major gainers in the PEEK materials sector included Zhongxin Fluorine Materials, Fuchun Dyeing and Weaving, with respective increases of 12.41%, 9.71%, and 8.44% [1][2] - The sector saw a net inflow of 494 million yuan from main funds, with 20 stocks receiving net inflows, and 14 stocks exceeding 10 million yuan in net inflow [2][3] Group 2 - Zhongxin Fluorine Materials led the net inflow with 281 million yuan, followed by Xinhan New Materials and Jintian Co., with net inflows of 142 million yuan and 41.34 million yuan respectively [2][3] - The top three stocks by net inflow ratio were Zhongxin Fluorine Materials at 25.29%, Fuchun Dyeing and Weaving at 12.94%, and Hailide at 11.30% [3][4] - The trading volume and turnover rates for key stocks in the PEEK materials sector were significant, with Xinhan New Materials showing a turnover rate of 34.85% [3][4]

证券之星消息，8月5日化学制品板块较上一交易日上涨0.86%，新瀚新材领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。化学制品板块个股涨跌见下表： 从资金流向上来看，当日化学制品板块主力资金净流出3.58亿元，游资资金净流入3783.4万元，散户资金 净流入3.2亿元。化学制品板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301076 | 新潮新材 | 37.15 | 19.99% | 38.27万 | | 13.38亿 | | 688689 | 元琛科技 | 11.53 | 19.98% | 12.75万 | | ● 1.41亿 | | 603181 | 皇马科技 | 15.04 | 10.02% | 47.17万 | | 7.03亿 | | 002915 | 中欣氟材 | 22.21 | 10.00% | 51.89万 | | 11.12亿 | | 688357 | 建成微纳 | 33.33 ...