| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 机构专用 | | 1380次 43.48% 2 | 973.58 | 0.91% | | 2 机构专用 | Bastmoney.com | 1380次 43.48% | 180.98 | 0.17% | | 3 | 国金证券股份有限公司深圳分公司 | 267次 40.82% | 709.34 | 0.66% | | 4 机构专用 | | 1380次 43.48% | 108.36 | 0.10% | | 5 机构专用 | | 1380次 43.48% | 1701.40 | 1.58% | | | (买入前5名与卖出前5名)总合计: | | 6058.20 | 5.63% | 格隆汇7月30日｜北方长龙(301357.SZ)今日涨0.54%，换手率50.58%，成交额10.75亿元。龙虎榜数据显示，四家机构买入2964万元，卖出1.44亿元，净卖出 1.15亿元。上榜席位全天买入6058万元，卖出1.79亿元，合计净卖出1.19亿元。(格隆汇) | 买入金额最大的 ...

北方长龙(301357.SZ)今日涨0.54%，换手率50.58%，成交额10.75亿元。龙虎榜数据显示，四家机构买入 2964万元，卖出1.44亿元，净卖出1.15亿元。上榜席位全天买入6058万元，卖出1.79亿元，合计净卖出 1.19亿元。 ...

Group 1 - Military stocks experienced significant fluctuations, with Hengyu Xintong hitting the 20% daily limit increase [1] - Guorui Technology rose over 10%, while Hangfa Technology, Great Wall Military Industry, and Beifang Changlong increased by over 5% [1] - Other companies such as Yaxing Anchor Chain, Aileda, Chenxi Aviation, and China Satellite also saw gains [1]

Market Overview - On July 29, the Shanghai Composite Index rose by 0.33%, with institutional investors appearing on the trading lists of 35 stocks, net buying 15 and net selling 20 [1][3] - Institutional special seats net bought a total of 394 million yuan across the 35 stocks [1] Institutional Trading Highlights - The stock with the highest net buying by institutional seats was Dekoli, which closed up 15.66% with a turnover rate of 26.69% and a total transaction amount of 1.486 billion yuan. Institutional seats accounted for three of the top five trading departments, net buying 133.03 million yuan [2][5] - Northern Long Dragon closed up 7.12% with a turnover rate of 49.95%, and institutional seats net bought 117.14 million yuan [2][5] - Ruizhiyiyuan hit the daily limit, closing up 20.02% with a turnover rate of 24.95%, and institutional seats net bought 89.74 million yuan [2][5] Performance Analysis - The average increase of stocks with net institutional buying was 10.79%, outperforming the Shanghai Composite Index [3] - Stocks like Ruizhiyiyuan and Xingfu Lanhai showed strong performance, closing at the daily limit [3] - Historical data indicates a 46.37% probability of stocks with net institutional buying rising the next day, and a 38.75% probability of rising within three days [3] Earnings Forecast - Among the stocks with net institutional buying, four have released half-year earnings forecasts, with two expecting profit increases and one expecting profit [3] - The stock with the highest expected net profit increase is Shuo Beide, with a forecasted net profit of 32.5 million yuan, representing a year-on-year increase of 947.88% [3] Net Selling Highlights - The stock with the highest net selling by institutions was Shanghai Film, which saw a price drop of 7.05%, with net selling amounting to 62.16 million yuan [3][6] - Other notable net selling stocks included Boyun New Materials and Aiying Room, with net selling amounts of 59.90 million yuan and 45.29 million yuan, respectively [4][6] Stock Connect Activity - On July 29, 17 stocks on the trading list had participation from the Shanghai and Shenzhen Stock Connect, with net buying in stocks like Dekoli and Hengbao, amounting to 113 million yuan and 109 million yuan, respectively [7][8] - Stocks with net selling included Beiyinmei and Xizang Tianlu, with net selling amounts of 96.20 million yuan and 53.63 million yuan, respectively [7][8]

Market Performance - The ChiNext Index rose by 1.86%, closing at 2406.59 points, with a total trading volume of 495.775 billion yuan, an increase of 41.386 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 608 stocks closed higher, with 16 stocks rising over 10%, including companies like Xingfu Lanhai and Ruizhi Medicine, which hit the daily limit [1] Trading Activity - The average turnover rate for ChiNext stocks today was 4.50%, with 52 stocks having turnover rates exceeding 20% [1] - The stock with the highest turnover rate was Beifang Changlong, which closed up 7.12% with a turnover rate of 49.95% and a trading volume of 1.026 billion yuan [1] High Turnover Stocks - Among the high turnover stocks, 37 stocks increased in value, with Ruizhi Medicine and KJY Technology both rising by 20.02% [2] - The electronic industry had the most stocks with turnover rates exceeding 20%, followed by the pharmaceutical and power equipment sectors [2] Institutional Activity - Eight high turnover ChiNext stocks appeared on the Dragon and Tiger list, with significant institutional buying in Beifang Changlong and Ruizhi Medicine [3] - The net buying amounts for the top stocks included Ruizhi Medicine at 75.5478 million yuan and KJY Technology at 28.7828 million yuan [3] Earnings Forecasts - Among the high turnover stocks, nine companies released half-year earnings forecasts, with eight expecting profit increases [4] - The highest projected net profit growth was for Hanyu Pharmaceutical, with a median expected profit of 152 million yuan, representing a year-on-year increase of 1567.36% [4]

Group 1 - The stock of Beifang Changlong increased by 7.12% today, with a turnover rate of 49.95% and a trading volume of 1.026 billion yuan, indicating significant market activity [1] - Institutional investors net bought 117 million yuan, while the total net buying from brokerage seats amounted to 15.2939 million yuan [1] - The stock has been on the daily trading list 24 times in the past six months, with an average price increase of 2.90% the day after being listed and an average increase of 11.73% over the following five days [2] Group 2 - The main capital inflow for the stock today was 47.6531 million yuan, with large orders contributing 40.1556 million yuan and big orders adding 7.4976 million yuan [2] - The latest margin trading data shows a total margin balance of 92.1835 million yuan, with a financing balance of 91.6861 million yuan and a securities lending balance of 497,500 yuan [2] - Over the past five days, the financing balance decreased by 7.29%, totaling a reduction of 7.2086 million yuan [2]

当天机构净买入前三的股票分别是景旺电子、德科立、北方长龙，净买入金额分别是2.5亿元、1.38亿 元、1.16亿元。 | 祥鑫科技 | 10.01% | -1011.37 | | --- | --- | --- | | 科净源 | 20.02% | -1023.01 | | 拓山重工 | 4.40% | -1099.08 | | 中化国际 | 10.10% | -1997.67 | | 方邦股份 | 20.00% | -2460.92 | | 恒宝股份 | 4.63% | -5590.73 | | 和泰机电 | -2.12% | -5658.30 | | 爱婴室 | 2.62% | -8813.31 | | 博云新材 | -6.15% | -2131.81 | | 上海电影 | -7.05% | -2581.69 | | 昭衍新药 | 9.94% | -2830.30 | 当天机构净卖出前三的股票分别是昭衍新药、上海电影、博云新材，净流出金额分别是2830万元、2582 万元、2132万元。 当天机构净买入前三的股票分别是景旺电子、德科立、北方长龙，净买入金额分别是2.5亿元、1.38亿 元、1.16亿元。 ...

| 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 | | 1 | 机构专用 | 1387次 44.12% | 2 | 7726.18 | 7.53% | | 2 | 机构专用 | 1387次 44.12% | ▲ | 2613.41 | 2.55% | | 3 | 国金证券股份有限公司深圳分公司 | 263次 41.44% | ▲ | 2406.46 | 2.35% | | 4 | 机构专用 | 1387次 44.12% | ▲ | 1505.10 | 1.47% | | 5 | 机构专用 | 1387次 44.12% | ▲ | 1272.84 | 1.24% | | | 卖出金额最大的前5名 | | | | | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 机构专用 | 1387次 44.12% | 2 | 7726.18 | 7.53% | | 2 | 中国银河证券股份有限公司三亚迎宾路证券营业部 | 4次 ...

（文章来源：证券日报） 证券日报网讯北方长龙7月29日在互动平台回答投资者提问时表示，截至2025年7月20日，公司的股东人 数为26614户。 ...

Group 1: Acquisition Termination - The acquisition was terminated due to changes in market conditions and the operational status of the target company, which differed from the initial planning phase [1][6] - The decision to terminate the acquisition was made after careful consideration and discussions with the counterpart, ensuring the long-term interests of all shareholders are maintained [1][9] - There are no penalties or liabilities for the company or related parties due to the termination of the acquisition [3][9] Group 2: Future Plans and Business Development - The company will continue to focus on product research and development, as well as market promotion for its existing businesses, such as drone and modular cabin operations [1][4] - Future business expansion will be aligned with industry developments and market demands, with a commitment to enhancing product competitiveness and professional service capabilities [2][4] - The company aims to seek new development opportunities at the right time and under suitable conditions to improve operational performance and protect shareholder interests [3][9] Group 3: Financial Performance and Market Impact - The company is currently operating normally, with steady progress in all business areas despite the acquisition termination [3][9] - There is an emphasis on cost control and refined management to enhance operational efficiency and profitability [8] - The impact of the acquisition termination on stock prices is influenced by various factors, including macroeconomic conditions and market sentiment [12]