Group 1 - The main point of the news is that on July 31, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 300.8 billion yuan, with the ChiNext board seeing a net outflow of 153.23 billion yuan and the CSI 300 index stocks a net outflow of 107.63 billion yuan [1] - Among the 7 industries that received net inflows, the computer industry led with a net inflow of 1.33 billion yuan, followed by the media and banking sectors with net inflows of 627 million yuan and 587 million yuan respectively [1] - The steel industry had the largest decline at 4.08%, while the non-ferrous metals and real estate sectors also saw significant declines of over 3% [1] Group 2 - AI application stocks, particularly Yidian Tianxia, saw a net inflow of 909 million yuan, marking a significant increase as the stock hit its daily limit [2] - The H20 chip order from Nvidia to TSMC is expected to boost domestic capital expenditure and accelerate AI application demand [2] - Shenzhou Digital, part of the Huawei Ascend industrial chain, experienced a net inflow of 753 million yuan, reflecting its proactive approach to capitalize on AI industry opportunities [2] Group 3 - A total of 67 stocks saw net inflows exceeding 100 million yuan, with 14 stocks having net inflows over 300 million yuan [1] - Conversely, over 110 stocks experienced net outflows exceeding 100 million yuan, with leading stocks like CATL and Oriental Fortune seeing outflows over 1.6 billion yuan [5] - The top net outflow stocks included CATL with 1.69 billion yuan and Oriental Fortune with 1.68 billion yuan [6] Group 4 - In the tail end of trading, the main funds saw a net outflow of 94.92 billion yuan, with the ChiNext board experiencing a net outflow of 48.63 billion yuan [7] - Notably, Innovation Medical and Great Wall Military Industry had net inflows exceeding 100 million yuan, with Great Wall Military Industry hitting its daily limit and reaching a historical high [7]

Summary of Key Points Core Viewpoint - On July 31, a total of 39 stocks were involved with institutional investors, with 21 stocks showing net buying and 18 stocks showing net selling [1] Institutional Buying and Selling - The top three stocks with the highest net buying by institutions were: - Industrial Fulian with a net buying amount of 1.498 billion [1] - Hewei Electric with a net buying amount of 457 million [1] - Yidian Tianxia with a net buying amount of 173 million [1] - The top three stocks with the highest net selling by institutions were: - Dongxin Co., Ltd. with a net outflow amount of 119 million [1] - New Henghui with a net outflow amount of 71.62 million [1] - Gongchuang Turf with a net outflow amount of 47.31 million [1]

Market Overview - The Shanghai Composite Index closed at 3573.21 points, down 1.18%, with a trading volume of 845.89 billion yuan [1] - The Shenzhen Component Index closed at 11009.77 points, down 1.73%, with a trading volume of 1090.14 billion yuan [1] - The ChiNext Index closed at 2328.31 points, down 1.66%, with a trading volume of 544.39 billion yuan [1] - The STAR 50 Index closed at 1047.87 points, down 1.01%, with a trading volume of 45.68 billion yuan [1] - The total trading volume of both markets was 1936.04 billion yuan, an increase of 91.76 billion yuan compared to the previous trading day [1] Sector Performance - The computer, communication, and biopharmaceutical sectors showed the highest gains, while sectors such as steel, non-ferrous metals, real estate, coal, securities, insurance, electric equipment, chemicals, and transportation saw significant declines [3] - Among the 31 primary industries, 7 experienced net inflows of funds, with the computer industry seeing the highest net inflow of 1.33 billion yuan [4][5] - The electric equipment sector had the largest net outflow of funds, totaling 4.90 billion yuan [5] Individual Stock Movements - A total of 1016 stocks rose, while 4064 stocks fell, with 62 stocks remaining flat and 8 stocks suspended [3] - 67 stocks received net inflows exceeding 100 million yuan, with Yidian Tianxia leading at 909 million yuan [6][7] - 119 stocks experienced net outflows exceeding 100 million yuan, with Ningde Times seeing the largest outflow of 1.691 billion yuan [8][9] Institutional Activity - Institutional investors had a net buying of approximately 352 million yuan, with Yidian Tianxia being the most purchased stock at around 173 million yuan [10][11] - The top net selling stock by institutions was Dongxin Co., with a net outflow of approximately 119 million yuan [11] ETF Performance - The Food and Beverage ETF saw a decrease of 3.57% over the past five days, with a net outflow of 60.47 million yuan [13] - The Gaming ETF increased by 3.22% over the past five days, with a net outflow of 30.03 million yuan [13] - The Cloud Computing 50 ETF increased by 3.62% over the past five days, with a net inflow of 4.75 million yuan [14]

Core Viewpoint - The A-share market experienced a decline on July 31, with all three major indices falling over 1%, while Huawei-related stocks saw significant gains, indicating a strong market reaction to Huawei's new AI cloud services launch [2] Group 1: Market Performance - On July 31, the A-share market saw a full-day adjustment, with all three major indices dropping more than 1% [2] - *ST Guangdao surged by 29.94%, leading the market, while other stocks like Siquan New Materials, Digital Certification, and Yidian Tianxia all hit the daily limit of 20% [2] - A total of 11 stocks related to Huawei reached their daily limit, showcasing a strong sector performance [2] Group 2: Huawei's New Launch - At the WAIC event, Huawei showcased its 384 super node hardware and the new generation Ascend AI cloud service based on CloudMatrix 384 super nodes [2] - The new AI cloud service is fully operational in data centers located in Wuhu, Gui'an, Ulanqab, and Ling'er [2]

Market Overview - On the last trading day of July, A-shares saw a collective decline in the three major indices, with the Shanghai Composite Index dropping by 1.18% to 3573 points, the Shenzhen Component Index falling by 1.73%, and the ChiNext Index decreasing by 1.66% [1] - Nearly 4300 stocks in the market experienced declines, with sectors such as steel, coal, and aquaculture showing weakness, while liquid cooling concepts rose against the trend [1] Stock Performance - Notable stocks with significant gains included: - Dongxin Co., Ltd. (688110) surged by 19.99% to 64.76, marking a second consecutive rise [3][8] - Yidian Tianxia (301171) increased by 20.00% to 33.54, with a trading volume of 36.93 billion and a turnover rate of 37.61% [9][22] - Nord Co., Ltd. (600110) rose by 10.02% to 6.26, with a net buy of 4.23 billion [13][22] Trading Dynamics - The top three net buying stocks on the day were: - Nord Co., Ltd. with a net buy of 4.23 billion [13] - Great Wall Military Industry (601606) with a net buy of 3.85 billion [5] - Yidian Tianxia with a net buy of 3.75 billion [9] - Conversely, the top three net selling stocks included: - Asia-Pacific Pharmaceutical (002370) with a net sell of 1.98 billion [6] - Beiyinmei (002570) with a net sell of 1.85 billion [6] - Foci Pharmaceutical (002644) with a net sell of 876.39 million [6] Sector Highlights - The steel and coal sectors faced significant declines, while the liquid cooling sector showed resilience with notable gains [1] - The stock of South Road Machinery (603280) achieved a remarkable 9 consecutive trading days of gains, reflecting strong market interest in water conservancy engineering and AI technology [4] Institutional Activity - Institutional investors showed significant activity, with the highest net buying in Yidian Tianxia, amounting to 1.73 billion [9][22] - The highest net selling by institutions was observed in New Henghui (301678), with a net sell of 716.22 million [8][22] Conclusion - The overall market sentiment was bearish, with significant declines in major indices and a majority of stocks falling. However, specific sectors and stocks demonstrated resilience and growth, indicating potential investment opportunities amidst the broader market challenges [1][4][9]

Market Overview - On the last trading day of July, the A-share market saw a collective decline in the three major indices, with the Shanghai Composite Index dropping by 1.18% to 3573 points, the Shenzhen Component Index falling by 1.73%, and the ChiNext Index decreasing by 1.66%. Nearly 4300 stocks in the market experienced declines [1]. Sector Performance - The steel, coal, and aquaculture sectors weakened, while the liquid cooling concept rose against the trend. The assisted reproduction and gene sequencing sectors showed significant gains [1]. Notable Stocks - Xizang Tourism (600749) achieved a 9.98% increase, marking its 9th consecutive trading day of gains, driven by growth in tourism and operations in the region [2]. - Southern Road Machinery (603280) rose by 10.01%, with a notable performance in water conservancy projects and AI technology [2]. - ST Asia Pacific (000691) increased by 4.96%, supported by restructuring and fine chemical developments [2]. - Anzheng Fashion (603838) saw a 10.02% rise, benefiting from the mid-to-high-end fashion market and the three-child policy [2]. - Dongxin Co., Ltd. (688110) surged by 19.99%, driven by advancements in computing technology and storage chips [2]. Trading Activity - The top three net buying stocks on the day were Nord Shares (4.23 billion), Great Wall Military Industry (3.85 billion), and Easy Point Tianxia (3.75 billion) [3]. - The top three net selling stocks were Asia Pacific Pharmaceutical (1.98 billion), Beiyinmei (1.85 billion), and Foci Pharmaceutical (876.4 million) [5]. Stock Highlights - Easy Point Tianxia (301171) experienced a 20% increase, with a trading volume of 36.93 billion and a turnover rate of 37.61% [8]. - Nord Shares (600110) also saw a significant rise of 10.02%, with a turnover rate of 17.98% and a trading volume of 19.2 billion [11]. - The stock of Industrial Fulian (601138) increased by 6.04%, with a trading volume of 105.15 billion [7]. Institutional Activity - The net buying amount from institutional seats was highest for Easy Point Tianxia, amounting to 9745.9 million [17]. - The net selling amount from institutional seats was highest for New Henghui, totaling 7162.24 million [8].

高换手率个股中，1股公布了半年报，净利润同比增幅较高的是华康洁净，净利润增幅为273.48%。公 布上半年业绩预告的共有7只。业绩预告类型来看，预增有5只，预盈有1只。以净利润增幅中值来看， 净利润增幅最高的是翰宇药业，预计净利润中值为1.52亿元，同比增幅为1567.36%；硕贝德、满坤科 技、威尔高紧随其后，预计净利润增幅中值为947.88%、66.81%、21.71%。（数据宝） 7月31日创业板换手率居前个股 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4.90%，换手率区间分布显示，换手 率超过20%的有59只，换手率10%~20%之间的有181只，换手率5%~10%的有328只，换手率1%~5%的有 783只，换手率不足1%的有32只。 换手率最高的是北方长龙，该股今日收盘上涨17.22%，全天换手率66.12%，成交额14.82亿元；其次是 凯格精机，该股今日收盘上涨10.45%，全天换手率39.97%，成交额7.20亿元；换手率居前的还有恒宇信 通、新恒汇、易点天下等，换手率分别为38.26%、37.68%、37.61%。 从市场表现看，高换手率股中，今日上涨的有42只，涨幅居 ...

Core Insights - On July 31, institutional investors showed significant activity in the stock market, with a total of 39 stocks being involved, of which 21 experienced net buying and 18 faced net selling [1][2]. Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were Industrial Fulian, Hewei Electric, and Yidian Tianxia, with net buying amounts of 1.498 billion, 457 million, and 173 million respectively [1][2]. - Other notable stocks with institutional net buying included Anglikang (172 million), Beifang Changlong (127 million), and Huilv Ecology (76.81 million) [2]. Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were Dongxin Co., New Henghui, and Gongchuang Turf, with net selling amounts of 119 million, 71.62 million, and 47.31 million respectively [1][3]. - Additional stocks that faced net selling included Hai Sen's Industry (2.37 million) and Ji Shi Media (4.51 million) [3].

截至2025年7月31日收盘，易点天下股价报33.54元，较前一交易日上涨20.00%。当日成交额达36.93亿 元，换手率为37.61%。 本文源自：金融界 易点天下属于互联网服务行业，公司专注于企业国际化智能营销服务，业务覆盖全球多个市场。 消息面上，AI应用领域近期受到市场关注。数据显示，大模型应用的个人用户注册总数已超过31亿， API调用用户总数超过1.59亿。此外，美股AI巨头Meta、微软最新财报表现亮眼，带动市场对AI产业链 的关注度提升。 资金方面，易点天下当日主力资金净流入8.98亿元，在传媒行业中位居首位。 风险提示：股市有风险，投资需谨慎。 作者：A股君 ...

格隆汇7月31日｜易点天下(301171.SZ)今日20%涨停，换手率37.61%，成交额36.93亿元。龙虎榜数据显 示，深股通买入2.02亿元，卖出1.05亿元，净买入9746万元；两家机构买入1.85亿元，卖出1198万元， 净买入1.73亿元；游资"章盟主"位列买二席位，净买入1.31亿元。上榜席位全天买入6.23亿元，卖出2.48 亿元，合计净买入3.75亿元。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 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 | 深般语专用 | 508次 46.06% | 0 | 2024 ...