近半年该股累计上榜龙虎榜31次，上榜次日股价平均涨4.45%，上榜后5日平均涨19.52%。 资金流向方面，今日该股主力资金净流出1.60亿元，其中，特大单净流出1.11亿元，大单资金净流出 4865.71万元。近5日主力资金净流出7330.54万元。 融资融券数据显示，该股最新（8月6日）两融余额为1.61亿元，其中，融资余额为1.60亿元，融券余额 为96.32万元。近5日融资余额合计增加4250.01万元，增幅为36.23%，融券余额合计增加42.74万元，增 幅79.78%。（数据宝） 北方长龙今日上涨1.32%，全天换手率71.09%，成交额26.80亿元，振幅22.54%。龙虎榜数据显示，机构 净买入739.95万元，营业部席位合计净卖出2978.54万元。 深交所公开信息显示，当日该股因日换手率达71.09%上榜，机构专用席位净买入739.95万元。 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5.57亿元，其中，买入成交额为2.67亿 元，卖出成交额为2.89亿元，合计净卖出2238.59万元。 具体来看，今日上榜的营业部中，共有5家机构专用席位现身，即买一、买二、买三、买四、买五 ...

Market Overview - As of August 7, the Shanghai Composite Index closed at 3639.67 points, up by 5.67 points, representing a 0.16% increase [1] - The Shenzhen Component Index closed at 11157.94 points, down by 19.84 points, a decrease of 0.18% [1] - The ChiNext Index closed at 2342.86 points, down by 16.09 points, reflecting a 0.68% decline [1] Trading Activity - A total of 120 A-shares had a turnover rate exceeding 20% on this day [1] - Notable stocks with high turnover rates included: - Beifang Changlong (301357) with a turnover rate of 71.09% and a closing price of 159.99 yuan, up by 1.32% [1] - C Hansa (301491) with a turnover rate of 58.09% and a closing price of 72.14 yuan, down by 12.97% [1] - Zhejiang Huaye (301616) with a turnover rate of 55.60% and a closing price of 49.97 yuan, down by 4.62% [1] Notable Stocks - Other stocks with significant turnover rates included: - Wanlima (300591) at 47.18% turnover, closing at 14.50 yuan, up by 3.57% [1] - Huazhi Jie (603400) at 44.63% turnover, closing at 66.82 yuan, up by 6.06% [1] - Zhongke Ciyie (301141) at 44.51% turnover, closing at 72.78 yuan, up by 13.01% [1] - Additional stocks with notable performance included: - Ruina Intelligent (301129) with a turnover rate of 40.02%, closing at 34.06 yuan, up by 20.01% [1] - Jiayuan Technology (301117) at 39.23% turnover, closing at 42.86 yuan, up by 19.99% [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601606 | 长城军工 | 51.68 | 10.00% | 132.50万 | | 66.53亿 | | 300875 | 捷强装备 | 61.72 | 6.30% | 27.82万 | | 17.18亿 | | 000576 | 目化科工 | 12.77 | 4.76% | 46.25万 | | 5.75亿 | | 301357 | 北方长龙 | 66'651 | 1.32% | 16.92万 | | 26.80亿 | | 300527 | ST应急 | 9.44 | 0.00% | 64.41万 | | 6.02亿 | | 600967 | 内蒙—机 | 23.65 | -0.04% | 199.73万 | | 46.85 Z | | 002519 | 银河电子 | 5.44 | -1.09% | 96.49万 | | 5.25亿 | | 300922 | 天奏装备 | 31.55 | -1.53% | 16.15万 | ...

Group 1 - The defense and military industry concept opened high but closed low, indicating volatility in the sector [1] - Hengyu Xintong experienced a decline of over 10%, reflecting significant downward pressure on the stock [1] - Other companies such as Aileida, JianShe Industrial, Beifang Changlong, and Guanshang Technology also saw declines of over 5%, suggesting a broader trend of negative performance in the industry [1]

Market Overview - On August 6, A-shares experienced a significant increase, with the Shanghai Composite Index closing at 3633.99 points, up 0.45%, marking a three-day consecutive rise and a new annual closing high [2] - The total market turnover reached 1.7592 trillion yuan, an increase of 143.4 billion yuan compared to the previous trading day [2] - Over 3300 stocks in the market rose, with nearly 100 stocks increasing by over 9%, primarily focusing on military and robotics sectors [2] Robotics Sector - The robotics sector saw a resurgence, with stocks like Haosen Intelligent and Guorui Technology hitting the daily limit of 20% [3] - IDC forecasts that the global robotics market will exceed $400 billion by 2029, with China accounting for nearly half of that market [3] - The Shanghai Municipal Government has issued a plan aiming for significant advancements in embodied intelligence technology by 2027, targeting a core industry scale of over 50 billion yuan [4] Military Industry - The military sector remains strong, with stocks like Changcheng Military Industry achieving a five-day four-limit rise [5] - China Shipbuilding and China Heavy Industry have received approval for a merger, with their stocks set to be suspended from trading starting August 13 [5] - The military sector's fundamentals are improving, with expectations for continued order announcements and growth in commercial aerospace and low-altitude economy sectors [5] Market Sentiment - The market sentiment remains optimistic, with expectations for the Shanghai Composite Index to continue its upward trend [6] - Strong policy support is anticipated to provide a foundation for market stability, with a focus on technology and small-cap growth sectors [6] - The upcoming half-year report season may lead to performance verification pressures on high-valuation stocks, suggesting a cautious approach to investment [6]

证券代码：301357 证券简称：北方长龙 公告编号：2025-063 北方长龙新材料技术股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 第 1 页 一、股票交易异常波动的具体情况 北方长龙新材料技术股份有限公司（以下简称"公司"）的股票（证券简称： 北方长龙，证券代码：301357）连续两个交易日（2025 年 8 月 5 日、2025 年 8 月 6 日）收盘价格涨幅偏离值累计超过 30%，根据《深圳证券交易所交易规则》 等相关规定，属于股票交易异常波动的情形。公司郑重提醒广大投资者注意二级 市场交易风险，理性决策，谨慎投资。 二、公司关注及核实情况的说明 针对公司股票异常波动的情况，公司董事会通过电话及现场询问等方式对公 司控股股东、实际控制人、全体董事、监事、高级管理人员就相关事项进行了核 实，现将有关情况说明如下： 大影响的未公开重大信息； 的情形； 重要提示： 日、2025 年 8 月 6 日）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。 期下降20.13%；实现归属于上市公司股东的净利润-1,089.00万元， ...

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved an operating income of 4.258 billion yuan and a net profit of 1.123 billion yuan in the first half of 2025, with total comprehensive income of 1.106 billion yuan [3] - Shanghai Pudong Development Bank's net profit for the first half of 2025 was 29.737 billion yuan, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [6] - Xianhe Co. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [7] - Shengmei Shanghai reported a net profit of 696 million yuan for the first half of 2025, representing a year-on-year increase of 56.99% [14] Group 2: Regulatory and Corporate Actions - Sino Medical's subsidiary received breakthrough medical device designation from the FDA for its intracranial atherosclerosis treatment product, marking it as the first of its kind globally [2] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [8] - Tianyang Technology is planning to purchase equity in Tonglian Financial Services, with key transaction details still under negotiation [10] - Dongfang Guoxin's major shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [5] - Filinger's president reduced his holdings by 8,600 shares during a period of stock price volatility, while other executives did not sell shares [4]

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved a net profit of 1.123 billion yuan in the first half of 2025, with total operating income of 4.258 billion yuan and total comprehensive income of 1.106 billion yuan [1] - Shanghai Pudong Development Bank reported a net profit of 29.737 billion yuan for the first half of 2025, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [4] - Xianhe Co., Ltd. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [5] - Shunbo Alloy reported a net profit growth of 110.56% year-on-year for the first half of 2025 [12] Group 2: Regulatory and Corporate Actions - Sino Medical announced that its subsidiary received breakthrough medical device designation from the FDA for a new intracranial atherosclerosis treatment product, marking a significant milestone as the first of its kind globally [1] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6][7] - Tianyang Technology is planning to purchase equity in Tonglian Jinfu and related companies, with key transaction details still under negotiation [8] - Filinger reported stock price fluctuations, with the president reducing his holdings by 8,600 shares during a period of abnormal trading activity [2] - Dongfang Guoxin's controlling shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [3]

Group 1 - The core point of the article is that Northern Long Dragon (301357) has a significantly higher price-to-book ratio compared to its industry peers, indicating a potential investment consideration [1] - As of August 6, 2025, the company's price-to-book ratio stands at 13.41 [1] - The average price-to-book ratio for the manufacturing sector, specifically in the other manufacturing category (C41), is reported to be 5.09 [1]

重要提示： 1、北方长龙新材料技术股份有限公司（以下简称"公司"）（证券代码： 301357，证券简称：北方长龙）股票交易价格连续两个交易日（2025 年 8 月 5 日、2025 年 8 月 6 日）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。 2、经营业绩风险：2024年度，公司实现营业收入10,773.91万元，较上年同 期下降20.13%；实现归属于上市公司股东的净利润-1,089.00万元，较上年同期下 降194.36%。2025年第一季度，公司实现营业收入2,056.90万元，较上年同期下降 16.86%；实现归属于上市公司股东的净利润-507.04万元，较上年同期下降 244.16%。具体情况详见公司于2025年4月29日在指定信息披露媒体披露的《2024 年年度报告》（公告编号：2025-013）、《2025年第一季度报告》（公告编号： 2025-015）。 证券代码：301357 证券简称：北方长龙 公告编号：2025-063 北方长龙新材料技术股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大 ...