每经AI快讯，截至8月6日收盘，103只个股连续上涨5个交易日及以上。奕东电子（301123）、思泉新 材（301489）、凡拓数创（301313）连续上涨10个交易日。从累计涨幅来看，思泉新材连涨期间累计涨 幅达97.80%，北方长龙（301357）连涨期间累计涨幅达65.08%。 ...

| 新股发行及今日交易提示 | 2025/8/5 | 星期二 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/8/5 | 新股发行 | 证券代码 | 证券简称 | 发行价格 | | | | | | | | 920101 | 志高机械 | 17.41 | 2025/8/5 | 内地市场权益提示 | | | | | | | | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=601989&announcementId=122438 | 现金选择权 | 601989 | 中国重工 | 现金选择权申报期 | ：2025年8月13日 | | 7141&orgId=9900009267&announcementTime=2025 | -08-05 | https://www.cninfo.com.cn/new/disclosure/detail?st ...

Market Performance - The main board led the gains with notable increases in stocks such as Furi Electronics (+10.04%), Beiwai Technology (+10.03%), and Liding Optoelectronics (+10.00%) [1] - The ChiNext board saw significant growth, highlighted by Longyang Electronics (+20.00%) and Jinxi Modern (+19.96%) [1] - The Sci-Tech Innovation board also performed well, with Dongxin Co. (+20.00%) and Xunjiexing (+15.81%) leading the way [1] - Active sub-industries included SW Military Electronics III (+3.42%) and SW Robotics (+3.42%) [1] Domestic News - ZhiGe Technology, an AR glasses optical manufacturer, recently completed a financing round of over 100 million yuan, establishing China's first fully automated mass production line for diffractive waveguides with a monthly capacity of 100,000 pieces [1] - Semiconductor investment alliance member, Saiwei Electronics, announced that its subsidiary, Silex, has received a purchase order for a MEMS silicon oscillator after passing customer validation [1] - TSMC has begun equipment installation for its second 2nm plant in Kaohsiung, expected to enter trial production by the end of this year [1] - He Sheng New Materials announced a 250 million yuan investment in Yizhi Electronics, acquiring a 10% stake in the company, which specializes in high-end server CPU chip design [1] Company Announcements - Aohai Technology reported the repurchase of 534,100 shares, representing 0.19% of its total share capital [3] - Sanhuan Group announced the repurchase of 5,133,800 shares, accounting for 0.2679% of its total share capital [3] - OmniVision Technologies projected its H1 2025 revenue to be between 13.722 billion yuan and 14.022 billion yuan, reflecting a year-on-year increase of 13.49% to 15.97% [3] - Industrial Fulian reported a total repurchase of 7,697,400 shares, which is 0.04% of its total share capital [3] Overseas News - TrendForce predicts that major memory suppliers in South Korea and the U.S. will significantly reduce or halt production of LPDDR4X in 2025 and 2026, leading to supply-demand imbalances [1] - Samsung Electronics made a strategic investment in Israeli startup Teramount Ltd. to secure critical high-speed data transmission technology for next-generation semiconductor packaging [1] - Meta announced plans to dispose of certain data center assets valued at $2.04 billion, reclassifying them as "held for sale" [1] - Qualcomm reported Q3 FY2025 revenue of $10.4 billion, a 10% year-on-year increase, with net profit of $2.666 billion, up 25% year-on-year, driven by strong performance in automotive and IoT sectors [1]

Group 1: New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17, 2025, to August 15, 2025[1] - ST Zitian (300280) has a tender offer period ending on July 21, 2025[1] Group 2: Market Alerts - Xizang Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Tianlu Convertible Bonds (110060) announced significant market activity on July 30, 2025[1] - ST Suwu (600200) experienced unusual trading patterns on July 30, 2025[1] Group 3: Additional Announcements - Happiness Blue Ocean (300528) issued a notice on July 30, 2025, regarding market conditions[1] - Common Pharmaceutical (300966) provided updates on August 1, 2025, related to stock performance[1] - Dongjie Intelligent (300486) released a statement on August 1, 2025, concerning market volatility[1]

多图速览>> 本周（7月28日到8月1日）的五个交易日中，A股三大指数均回调，沪指累计下跌0.94%，深证成指累计跌1.58%，创业板指累计跌0.74%。从板块、概念看， 医药股本周表现强势，AI应用、电子、光伏、固态电池活跃。 | 指数 | 周五涨跌幅 | | 周五收盘点数 周五成交额（亿元） | 近一月 | | --- | --- | --- | --- | --- | | 上证指数 | -0.37% | 3560 | 6846 | -0 | | 深证成指 | -0.17% | 10991 | 9137 | -1 | | 北班50 | -0.23% | 1420 | 217 | -2 | | 科创50 | -1.06% | 1037 | 330 | -1 | | 创业板指 | -0.24% | 2323 | 4653 | -0 | | 下班50 | -0.79% | 2754 | 941 | -1 | | 沪深300 | -0.51% | 4055 | 3597 | -1 | ►牛熊股：这只创新药概念股领涨，50股跌超10% 本周共有20只个股涨幅30%。南新制药本周累计涨幅达78.01%居首。此外，东芯 ...

本期看点：上半年东莞制造业贷款新增399亿元，增量居全省地级市首位；思泉新材发布4.66亿元定增 预案 ；达瑞电子拟1.64亿元收购维斯德80%股权；众生药业拟赎回众生睿创2.86%股权；胜蓝股份可转 债注册获同意，拟于深交所上市；鼎通科技半年报净利猛增134%；ST泉为申请撤销部分其他风险警 示，股票简称不变。 1、金融要闻上半年东莞市制造业贷款增量居全省地级市首位 近日，记者从中国人民银行东莞市分行获悉，截至6月末，东莞市本外币各项贷款余额20061亿元，同比 增长3.4%，比年初增加802亿元。其中，人民币贷款余额19131亿元，同比增长5.2%，比年初增加760亿 元。 信贷资源持续流向重大战略、重点领域和薄弱环节。截至6月末，东莞全市小微企业贷款余额4414亿 元，同比增长18.5%，普惠口径小微贷款余额4269亿元，规模稳居广东省地级市首位；制造业贷款余额 3890亿元，比年初增加399亿元，规模及增量均稳居全市行业贷款首位、广东省地级市首位；汽车消费 贷款余额76亿元，同比增长57.5%；涉农贷款余额2003亿元，同比增长13.0%。 2、上市公司动态思泉新材发布4.66亿元定增预案 7月31日 ...

（原标题：123股本周股价创历史新高） 上证指数本周下跌0.94%，123股股价创历史新高。 本周可交易A股中，股价上涨的有1725只，占比31.84%，下跌的有3642只，占比67.23%。 证券时报•数据宝统计显示，不含近一年上市的次新股，共有123股本周股价创出历史新高，按所属板块看，主板有52只，创业板有35只，科创板 有27只，北交所有9只。从行业属性来看，医药生物、电子、机械设备行业创新高的个股较为集中，分别有22只、22只、17只个股出现名单中。 市场表现来看，本周创历史新高股平均上涨9.80%，涨幅最大的是东芯股份，一周上涨53.68%，本周换手率70.34%，涨幅居前的还有南方路机、 思泉新材、辰欣药业等，本周股价下跌的有24只，分别是南凌科技、茂莱光学、汇成真空等，跌幅分别为7.89%、7.47%、7.39%。股价方面，创 新高股平均收盘价为57.45元，其中，股价超百元的有13只，50元~100元的有46只，收盘股价最高的是茂莱光学，收盘价为326.60元，本周下跌 7.47%，其次是热景生物、中际旭创，收盘价分别为216.50元、210.63元。 资金流向上，创新高股本周主力资金合计净 ...

证券时报·数据宝统计，截至8月1日收盘，沪指报收3559.95点，涨跌幅-0.37%；深成指报收10991.32 点，涨跌幅-0.17%；创业板指报收2322.63点，涨跌幅-0.24%。从平均每笔成交数据来看，有1503只个 股平均每笔成交量环比增加，其中，31只个股平均每笔成交量增幅超50%；3051只个股每笔成交量环比 下降。其中可川科技、圣晖集成、郑中设计等个股环比增幅较大。从单只个股成交笔数来看，安正时 尚、英维克、中嘉博创等三只个股环比增幅居前，说明这些个股近期表现活跃。结合每笔成交量和成交 笔数来看，有15只个股每笔成交量和成交笔数环比增幅均超50%，详情如下表所示。（数据宝） 8月1日每笔成交和笔数环比均超50%个股 | 证券简称 | 日涨跌(%) | 每笔成交(股) | 环比(%) | 笔数 | 笔数环比(%) | | --- | --- | --- | --- | --- | --- | | 可川科技 | 9.99 | 1014 | 193.10 | 16921 | 126.52 | | 捷佳伟创 | 20.00 | 838 | 130.45 | 57709 | 121.19 | | -- ...

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

思泉新材在2024年年报中表示，2024年，市场需求快速增长，带动了公司业绩的显著提升。公司订单充 足，2024年实现营业收入6.56亿元，同比增长51.10%。北美大客户是公司重要客户之一，2024年该客户 订单大幅增长。 据公告，思泉新材产品主要应用于各类消费电子终端产品领域，随着消费电子终端产品市场持续发展， 高导热功能性材料的应用不断拓展，热管理材料产品市场需求呈现增长态势。 值得一提的是，本次"越南思泉新材散热产品项目"投资总额3.69亿元，募集资金投资金额3.69亿元。越 南项目由公司全资子公司越南思泉负责实施，项目实施地点位于越南北宁VSIP工业园区，主要生产石 墨散热材料、导热界面材料等产品。 思泉新材（301489）7月31日晚公告，公司拟向特定对象发行股票募集资金总额不超过4.66亿元（含本 数），扣除发行费用后的募集资金将用于越南思泉新材散热产品项目、液冷散热研发中心项目、信息化 系统建设项目和补充流动资金。 思泉新材是一家以热管理材料为核心的多元化功能性材料提供商，公司聚焦于消费电子、汽车电子、光 伏储能等行业领域，主要产品有石墨散热片、导热垫片等导热界面材料，以及均热板、热管、散热模 ...