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 【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 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 873690 | 捷众科技 | 1 | 18.62 | 20.45亿 | 74.98 | | 301357 | 北方长龙 | 1 | 12.31 | 123亿 | 287.82 | | 601606 | 长城车工 | 1 | 9.99 | 309亿 | 263.18 | | 000901 | 航天科技 | 1 | 9.62 | 116亿 | 32.91 | | 836247 | 华密新材 | 1 | 8.72 | 36.16亿 | 44.40 | | 688788 | 科思科技 | 1 | 8.62 | 124亿 | 270.39 | | 300490 | 华自科技 | | 8.62 | 41.70亿 | ...

Core Insights - The Shanghai Composite Index rose by 0.66% on August 4, with the total margin trading balance reaching 1,991.31 billion yuan, an increase of 11.456 billion yuan from the previous trading day [1] Margin Trading Overview - As of August 4, the margin trading balance in the Shanghai market was 1,014.72 billion yuan, up by 6.534 billion yuan; in the Shenzhen market, it was 970.35 billion yuan, increasing by 4.912 billion yuan; and in the Beijing Stock Exchange, it was 6.244 billion yuan, up by 0.96997 million yuan [1] - The total margin trading balance across Shanghai, Shenzhen, and Beijing markets combined was 1,991.31 billion yuan, reflecting an increase of 11.456 billion yuan [1] Industry Performance - Among the industries tracked by Shenwan, 26 sectors saw an increase in margin trading balances, with the pharmaceutical and biological sector leading with an increase of 1.367 billion yuan; followed by machinery and electrical equipment sectors with increases of 1.228 billion yuan and 1.043 billion yuan, respectively [1] Individual Stock Performance - A total of 1,999 stocks experienced an increase in margin trading balances, accounting for 53.85% of the total; 350 stocks had an increase exceeding 5% [1] - The stock with the highest increase in margin trading balance was Longzhu Technology, which saw a balance of 10.5554 million yuan, up by 178.58% from the previous trading day, and its stock price rose by 5.79% [1] - Other notable stocks with significant increases included Beifang Changlong and Shanshi Network Technology, with increases of 43.96% and 36.81%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the highest increase in margin trading balances, the average increase in stock prices was 5.75%, with Beifang Changlong, Jinke Environment, and Xingyun Co., Ltd. leading with increases of 20.00%, 15.30%, and 14.90%, respectively [2] - Conversely, the stocks with the largest declines included Dingjia Precision, Poli Clean, and Keli Co., Ltd., with declines of 4.91%, 1.92%, and 0.83%, respectively [2] Margin Trading Balance Changes - The top 20 stocks with the largest increases in margin trading balances included Longzhu Technology, Beifang Changlong, and Shanshi Network Technology, with respective increases of 178.58%, 43.96%, and 36.81% [3][4] - In contrast, 1,713 stocks saw a decrease in margin trading balances, with 178 stocks experiencing declines exceeding 5%; the largest decline was observed in Hongyu Packaging, which saw a decrease of 64.96% [4][5] - Other significant declines were noted in Feilihua and Tiancheng Technology, with decreases of 26.56% and 22.93%, respectively [4][5]

Market Performance - On August 4, A-shares saw collective gains with the Shanghai Composite Index rising by 0.66% to 3583.31 points, the Shenzhen Component Index increasing by 0.46% to 11041.56 points, and the ChiNext Index up by 0.5% to 2334.32 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 151.82 billion yuan, a decrease of 10.17 billion yuan compared to the previous trading day, with over 3800 stocks rising [1] Military Industry - Military stocks experienced significant gains, with companies like Aileda, Kesi Technology, and Beifang Changlong hitting the daily limit of 20%, while Changcheng Military Industry and Guoji Precision Engineering also reached their daily limit and set historical highs [1] - According to Zhonghang Securities, the military sector has seen its first monthly three consecutive gains since August 2022, with July's monthly trading volume surpassing 1.4 trillion yuan, reaching a record high of 1.5272 trillion yuan [1] Robotics Sector - The humanoid robot sector showed strong performance towards the end of the trading day, with companies such as Songlin Technology and Zhejiang Rongtai reaching new highs, and Daying Electronics achieving two consecutive limits [1] - The 2025 World Robot Conference will be held from August 8 to 12 in Beijing, featuring over 200 domestic and international robot companies showcasing more than 1500 exhibits, with over 100 new products launched, nearly double the number from last year [2] Industry Outlook - Huaxi Securities indicates that humanoid robots, as core carriers of embodied intelligence, are on the brink of commercial explosion, driven by policy support, technological maturity, and surging demand [2] - The global market for humanoid robots is expected to exceed 150 billion dollars by 2035, with domestic supply chains accelerating their replacement due to cost and mass production advantages [2] Market Sentiment - Most institutions believe that short-term market adjustments do not alter the fundamental judgment of the current market trend, with core supporting logic for the market's rise remaining intact [2] - According to Industrial Securities, the three core supporting factors for the previous market rise—policy bottom-line thinking, emergence of new growth drivers, and inflow of incremental funds—have not changed, suggesting potential catalysts for market confidence in the future [2] Financial Performance - According to招商证券, the semi-annual reports are expected to confirm the improvement in overall free cash flow for listed companies, reinforcing the logic for re-evaluating A-shares [3] - The market is currently positioned above the breakeven resistance level, with accumulated profit effects leading to continued inflow of external incremental funds, suggesting a potential for A-shares to experience a rebound in August and reach new highs [3]

Core Viewpoint - The market experienced a slight rebound after a low opening, with the three major indices showing modest gains on August 4th [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.5 trillion, a decrease of 99.8 billion compared to the previous trading day [1] - The Shanghai Composite Index rose by 0.66%, the Shenzhen Component Index increased by 0.46%, and the ChiNext Index gained 0.5% [1] Sector Performance - The military industry stocks saw a significant surge, with over 20 stocks, including North China Long Dragon, hitting the daily limit [1] - Robotics concept stocks showed strong fluctuations, with Zhejiang Rongtai reaching the daily limit [1] - Solid-state battery concept stocks were active, with Shanghai Washba hitting the daily limit and setting a new historical high [1]

Core Viewpoint - The A-share market often behaves contrary to expectations, with unexpected rebounds and declines occurring frequently. Group 1: Market Trends - Recent days have seen military, pharmaceutical, and technology sectors taking turns as market leaders, supported by a rebound in robotics [2] - The banking index has experienced a decline of over 6% since mid-July, marking a significant pullback compared to the last three years [2] - High-risk capital that flowed into the banking sector in late June is gradually exiting, leading to a noticeable decrease in the volatility of the banking sector [3] Group 2: Banking Sector Analysis - Guotou Securities indicates that the clearing of the banking sector's chip structure suggests that the major phase of decline has passed [4] - The overall ROE level of the banking index is at 9.33%, which is historically low, while profit growth remains at a historical low of 0-2% [8] - Despite some recovery in sentiment, risks remain due to unresolved trade talks between China and the U.S. and potential spillover risks from the U.S. stock market [8] Group 3: Real Estate Market Insights - The Chinese real estate market has undergone the longest and most severe adjustment in 26 years, with sales area and amount significantly declining [11] - By 2024, the sales area is projected to be 974 million square meters, a 15-year regression, and the sales amount is expected to be 9.67 trillion yuan, an 8-year regression [11] - New housing prices in 70 major cities have decreased by 3.7% year-on-year, marking 39 consecutive months of decline [11] Group 4: Sector Performance - The A-share market saw a slight increase today, with the Shanghai Composite Index rising by 0.66% and the Shenzhen Component Index by 0.46% [15] - The military equipment sector experienced a collective surge, with several stocks hitting the daily limit [15] - The gaming sector also performed actively, with Giant Network hitting the daily limit [16] Group 5: Capital Flow Dynamics - Main capital inflow was 38.3 billion yuan, with the machinery equipment sector seeing the largest net inflow [27] - The top five sectors for net inflow included machinery equipment, defense military, automotive, electronics, and non-ferrous metals [27] - The banking sector saw a net inflow of 2.255 billion yuan, indicating some interest from investors [28] Group 6: Industry Valuation and Sentiment - The defense military, machinery equipment, and non-ferrous metals sectors are leading in performance, while retail, oil and petrochemicals, and social services are lagging [37] - The trading heat in sectors like construction decoration, environmental protection, and electric power equipment has increased, while sectors like agriculture, non-bank finance, and food and beverage are at historical low PE levels [37]

Group 1 - The stock of Beifang Changlong reached the daily limit, with a turnover rate of 58.46% and a transaction amount of 1.481 billion yuan, showing a price increase of 20.00% [2] - Institutional investors net bought 45.58 million yuan, while the total net buying from brokerage seats amounted to 134 million yuan [2] - The top five brokerage seats accounted for a total transaction of 314 million yuan, with a net buying of 179 million yuan [2] Group 2 - In the past six months, the stock has appeared on the Dragon and Tiger list 28 times, with an average price increase of 3.61% the next day and an average increase of 13.48% over five days [3] - The stock saw a net inflow of 179 million yuan today, with a significant inflow of 229 million yuan from large orders [3] - The latest margin trading data shows a total margin balance of 114 million yuan, with a financing balance increase of 25.27 million yuan, representing a growth of 28.58% [3]

每经AI快讯，8月4日，北方长龙（301357）(301357.SZ)发布异动公告，公司计划于2025年8月29日披露 《2025年半年度报告》，目前相关编制工作正常进行中。根据《深圳证券交易所创业板股票上市规则》 等法律法规，公司不存在需披露业绩预告或业绩快报的情形，且未向第三方提供2025年半年度业绩信 息。 ...

（原标题：8月4日创业板高换手率股票（附名单）） 创业板指今日上涨0.50%，报收2334.32点，创业板全日成交额4377.00亿元，比上个交易日减少305.19亿 元。今日可交易创业板股中，1099只股收盘上涨，涨幅超过10%的有23只，其中，海辰药业、爱乐达、 北方长龙等9股涨停，涨幅在5%至10%之间的有82只，收盘下跌的有253只，跌幅超10%的有1只。 8月4日创业板换手率居前个股 | 301568 | 思泰克 | 45.38 | 5.71 | 30.50 | -3314.54 | | --- | --- | --- | --- | --- | --- | | 300199 | 翰宇药业 | 24.32 | 19.98 | 29.65 | 48278.44 | | 301517 | 陕西华达 | 47.91 | 9.58 | 28.51 | -2133.02 | | 301171 | 易点天下 | 33.90 | -3.97 | 28.05 | -12515.23 | | 301117 | 佳缘科技 | 27.80 | 10.32 | 26.14 | 2750.29 | | 301365 | 矩阵 ...

证券代码：301357 证券简称：北方长龙 公告编号：2025-062 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： 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、近期公司经营情况及内外部经营环境不存在发生或预计将发生重大变化 的情形； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项，也不存在处于筹划阶段的重大事项； 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）连续三个交易日（2025 年 7 月 31 日、2025 年 8 月 1 日、2025 年 8 月 4 日）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 1、公司前期披露的信息不存在需要更正、补充之处； 股票交易异常波动公告 本公司及董事 ...

Core Viewpoint - The A-share market has seen a collective rise in major indices, with a notable surge in the military industry sector driven by strong performance and upcoming events [1][3]. Group 1: Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.66%, the Shenzhen Component Index up by 0.46%, and the ChiNext Index up by 0.5%, with over 3,800 stocks rising [1]. - The military equipment sector experienced significant gains, with stocks like Hengyu Xintong, Beifang Changlong, and Aileda reaching their daily limit up [3][5]. Group 2: Upcoming Events and Catalysts - The upcoming military parade on September 3, commemorating the 80th anniversary of the victory in the War of Resistance Against Japan, is expected to showcase new domestic military equipment, including drones and hypersonic weapons [9][21]. - The recent unveiling of drone swarm and robotic combat capabilities has attracted attention, indicating advancements in military technology [6][9]. Group 3: Industry Trends and Data - The military industry is experiencing a significant transformation, with the military index achieving three consecutive monthly gains, reflecting a robust market environment [10][11]. - The military sector's transaction volume reached a historical high of 1.5272 trillion yuan in the previous month, accounting for over 4% of the total transaction volume in the market for three consecutive months [11]. - The military trade export data shows a 56.48% increase from the previous decade, with aircraft exports rising by 44.65% and air defense weapon exports increasing by over 450% [14]. Group 4: Investment Insights - The military sector is expected to see a recovery in demand, with a notable increase in military orders and a positive outlook for the second half of the year [21][22]. - The aerospace sector is becoming a focal point for investment, with leading companies like AVIC Shenfei seeing increased fund holdings, indicating strong investor interest [19][22]. - The National Aerospace ETF has attracted significant capital inflow, with a total of over 600 million yuan in net inflow over five days, reflecting heightened investor interest in the aerospace sector [22].