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 ...

Market Performance - The three major indices collectively strengthened, with the Shanghai Composite Index rising by 0.96% to surpass the 3600-point mark, the Shenzhen Component Index increasing by 0.59%, and the ChiNext Index up by 0.39%. The total trading volume in the Shanghai and Shenzhen markets was approximately 1.60 trillion yuan [2]. Military Industry - The military sector showed outstanding performance, with North China Long Dragon (301357.SZ) rising over 14%, Great Wall Military Industry (601606.SH) hitting the daily limit of 10%, and other companies like Construction Industry (002265.SZ) and Aileda (300696.SZ) also experiencing significant gains. The "14th Five-Year Plan" is entering its final phase, and events like the August 1st Army Day and the September 3rd military parade are driving a reshaping of the military industry [3]. PEEK Materials and Robotics - PEEK materials and robotics concepts gained strength, with Xinhan New Materials (301076.SZ) rising by 20%, Huami New Materials (836247.BJ) up over 12%, and Zhongxin Fluorine Materials (002915.SZ) increasing by 10%. The stock Weixin New Materials (688585.SH) resumed trading and hit the daily limit of 20%, having accumulated over 1300% growth since July [3]. Communication Equipment and AI Demand - The communication equipment sector and liquid cooling server concepts also performed well, with Changxin Bochuang (300548.SZ) rising over 13% to reach a historical high, and Yidong Electronics (301123.SZ) increasing by over 10%. Major tech companies like Microsoft, Google, Meta, and Amazon reported high capital expenditures (CAPEX) for Q2 2025, totaling approximately $95 billion, a year-on-year increase of 67% and a quarter-on-quarter increase of 24% [4]. Banking and Securities Sector - The banking and securities sectors performed well, with companies like Shanghai Pudong Development Bank (600000.SH) and Xinda Securities (601059.SH) experiencing significant gains. Recent government policies aimed at personal consumption loan interest subsidies and service industry loan interest subsidies are expected to boost consumption and small businesses, indicating a supportive stance towards bank interest margins [5]. Weak Performers - The traditional Chinese medicine and film sectors showed weakness, with Qizheng Tibetan Medicine (002287.SZ) dropping by 9.98% and Xingfu Blue Ocean (300528.SZ) declining over 6%. Some innovative drug concepts also faced downturns, with companies like Qianfang Biology (688221.SH) and Hite Biology (300683.SZ) experiencing declines [5].

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 ...

天眼查商业履历信息显示，江苏新瀚新材料股份有限公司，成立于2008年，位于南京市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本13452.4万人民币，实缴资本5000万人民币。公 司法定代表人为严留新。 通过天眼查大数据分析，江苏新瀚新材料股份有限公司共对外投资了2家企业，参与招投标项目24次， 知识产权方面有商标信息8条，专利信息51条，此外企业还拥有行政许可47个。 来源：金融界 资金流向方面，今日主力资金净流入1.46亿元，占比成交额10.94%。其中，超大单净流入1.87亿元、占 成交额14.0%，大单净流出4091.58万元、占成交额3.06%，中单净流出流出9764.07万元、占成交额 7.3%，小单净流出4878.97万元、占成交额3.65%。 新瀚新材最新一期业绩显示，截至2025一季报，公司营业总收入1.16亿元、同比增长12.43%，归属净利 润1618.81万元，同比增长47.85%，扣非净利润1199.38万元，同比增长16.33%，流动比率9.477、速动比 率8.877、资产负债率7.94%。 金融界消息 截至2025年8月5日收盘，新瀚新材（301076）报收于 ...

（文章来源：证券时报网） 中金指出，人形机器人轻量化大势所趋，以特斯拉和波士顿动力为代表，越来越多的人形机器人厂商在 产品迭代时加码轻量化。在材料优化上，镁铝合金、PEEK材料各有所长。PEEK材料质量轻、耐磨等优 势突出，已在汽车、航空、电子、工业、医疗等行业广泛应用，未来有望在机器人关节齿轮轴、骨架、 护套外壳件等部位得到应用。 PEEK材料概念5日盘中大幅走高，截至发稿，新瀚新材20%涨停创历史新高，华密新材涨约17%，南京 聚隆涨近12%，中欣氟材涨停，中研股份涨近8%。 ...

Core Viewpoint - The sudden surge in PEEK material stocks is attributed to their unique properties and increasing applications in various industries, particularly in humanoid robotics and lightweight materials [2][4][5]. Group 1: PEEK Material Stock Surge - On August 5, PEEK material stocks experienced a significant rally, with companies like Zhongxin Fluorine Materials and Xinhang New Materials hitting the daily limit [2][3]. - The PEEK material index saw an increase of over 7%, driven by investor enthusiasm following the performance of leading stocks in the sector [2][3]. Group 2: Applications and Market Potential - PEEK materials are recognized for their wear resistance, heat resistance, corrosion resistance, and lightweight properties, making them suitable for automotive, aerospace, industrial manufacturing, and medical applications [3][4]. - The humanoid robotics industry is expected to see substantial growth, with a focus on lightweight materials like PEEK to enhance performance and safety [4][5]. Group 3: Industry Trends and Orders - The humanoid robotics sector is experiencing a surge in orders, with significant contracts awarded to companies like Yushun and Zhiyuan Robotics, indicating a growing market demand [5][6]. - The upcoming World Robot Conference is set to showcase advancements in humanoid robotics, further highlighting the industry's potential [8]. Group 4: Investment Opportunities - Analysts suggest that the next phase for domestic robots will be driven by order-oriented applications across various scenarios, including logistics, healthcare, and education [5][6]. - The capital market is witnessing increased activity among leading companies, indicating a trend towards industry consolidation and growth [6][9].

新瀚新材股价创出历史新高，截至11:11，该股上涨14.86%，股价报35.56元，成交量1888.30万股，成交 金额6.22亿元，换手率17.20%，该股最新A股总市值达62.19亿元，该股A股流通市值39.05亿元。 证券时报·数据宝统计显示，新瀚新材所属的基础化工行业，目前整体涨幅为0.50%，行业内，目前股价 上涨的有269只，涨停的有元琛科技、皇马科技等3只。股价下跌的有140只，跌幅居前的有科拓生物、 科创新源、美联新材等，跌幅分别为9.44%、6.18%、5.51%。 两融数据显示，该股最新（8月4日）两融余额为1.96亿元，其中，融资余额为1.96亿元，近10日减少 274.41万元，环比下降1.38%。 公司8月1日在交易所互动平台披露，截至最新（7月31日）股东户数为21600户，较上期（7月20日）减 少100户，环比下降0.46%。 公司发布的一季报数据显示，一季度公司共实现营业收入1.16亿元，同比增长12.43%，实现净利润 1618.81万元，同比增长47.85%，基本每股收益为0.1200元，加权平均净资产收益率1.40%。（数据宝） （文章来源：证券时报网） ...

Core Viewpoint - The A-share market shows a certain degree of differentiation, with the Shanghai Composite Index performing relatively strong, breaking through the 3600-point mark again, while the ChiNext Index shows weaker performance [2][4]. Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.53% to 3602.13 points, the Shenzhen Component Index increased by 0.14% to 11056.69 points, while the ChiNext Index fell by 0.26% to 2328.36 points [4][5]. - The PEEK materials concept saw significant gains, with stocks like Huami New Materials rising over 20%, and Xinhang New Materials hitting a 20% limit up [2][6]. Sector Performance - In terms of sector performance, industries such as comprehensive, steel, real estate, banking, and agriculture showed notable gains, while sectors like computer, pharmaceutical, and communication experienced declines [5]. Notable Stocks - Huami New Materials saw a rise of 20.23%, with a market cap of 3.998 billion [7]. - Xinhang New Materials reached a limit up, with a market cap of 6.497 billion [7]. - Nanjing Julong increased by 13.63%, with a market cap of 4.116 billion [7]. - Zhongxin Fluorine Materials also hit a limit up [6]. Convertible Bonds - Dongjie Intelligent and its corresponding convertible bond, Dongjie Convertible Bond, both experienced a continuous 20% limit up for three consecutive trading days [9][11]. Overseas Orders - Dongjie Intelligent announced it received an overseas order worth 37.09 million Malaysian Ringgit, approximately 62.5 million RMB, which is expected to positively impact its business performance [12]. Hong Kong Market - In the Hong Kong market, Xindong Company saw a significant rise of over 26% [13][14]. - Xindong Company projected a revenue of no less than 3.05 billion RMB for the first half of the year, a year-on-year increase of approximately 37%, and a net profit of no less than 790 million RMB, a year-on-year increase of about 215% [16].