深股通专用、东方财富证券股份有限公司拉萨团结路第二证券营业部、东方财富证券股份有限公司拉萨 金融城南环路证券营业部分别卖出5926.07万元、2567.21万元、1856.78万元。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 深股通专用 15654.30 5926.07 9728.23 国泰海 通证券股份有限公司上海松江区中山东路证券营业部 10369.70 15.01 10354.69 开源证券股份有限公司西 安西大街证券营业部 5363.66 6.34 5357.32 国金证券股份有限公司成都新都区马超西路证券营业部 2701.63 16.57 2685.06 东亚前海证券有限责任公司苏州分公司 2267.68 0.49 2267.19 卖出金额最大的前5 名营业部 买入额/万 卖出额/万 净额/万 深股通专用 15654.30 5926.07 9728.23 东方财富证券股份有限公 司拉萨团结路第二证券营业部 1031.07 2567.21 -1536.14 东方财富证券股份有限公司拉萨金融城南环路 证券营业部 465.12 1856.78 -1391.66 东方财富证券股份有限公司 ...

2025年8月15日，国际复材因股价波动登上龙虎榜，买卖双方营业部动向引发市场关注。数据显示，当 日买入金额前五的营业部中，深股通专用席位以15654.31万元位列榜首，同时该席位亦以5926.07万元出 现在卖方名单中。国泰海通证券上海松江区中山东路证券营业部、开源证券西安西大街证券营业部分别 以10369.73万元、5363.66万元紧随其后。此外，国金证券成都新都区马超西路证券营业部及东亚前海证 券苏州分公司亦跻身买入前五。 卖方名单中，东方财富证券旗下拉萨多家营业部成为主力。其中，拉萨团结路第二证券营业部卖出 2567.21万元，拉萨金融城南环路证券营业部、东环路第一及第二证券营业部分别卖出1856.78万元、 1756.67万元和1582.79万元。值得关注的是，部分上榜营业部历史数据显示，近三个月内买入个股上榜 后3天内上涨概率在24%至49%之间，上榜次数最高达963次。 从历史表现看，国际复材近一个月股价上涨30.74%，近三个月累计涨幅达68.78%，市场活跃度显著提 升。不过，此次买卖双方营业部风格差异明显，北向资金与多家区域性营业部的动向或为后续走势提供 参考。 风险提示：本文仅基于公开 ...

Core Viewpoint - The PCB sector has shown significant growth, with a 4.28% increase, ranking third among concept sectors, driven by strong performances from several stocks [1][2]. Group 1: Market Performance - As of August 15, the PCB concept saw 148 stocks rise, with notable gainers including Yidong Electronics, Zhongfu Circuit, and Jiuri New Materials, each hitting a 20% limit up [1]. - The top performers in the PCB sector included Yishitong, Tongguan Copper Foil, and Qiangrui Technology, with increases of 17.54%, 14.49%, and 12.74% respectively [1]. - Conversely, stocks like Dongshan Precision, Shenzhen South Circuit, and Dazhu Laser experienced declines of 5.06%, 2.86%, and 1.52% respectively [1]. Group 2: Capital Inflow - The PCB sector attracted a net inflow of 2.803 billion yuan, with 85 stocks receiving net inflows, and 14 stocks exceeding 100 million yuan in net inflow [2]. - The leading stock in terms of net capital inflow was Nord Shares, which saw an inflow of 662 million yuan, followed by Fangzheng Technology, Shengyi Technology, and International Composite Materials with inflows of 581 million yuan, 445 million yuan, and 319 million yuan respectively [2][3]. Group 3: Capital Flow Ratios - The highest net inflow ratios were observed in Nord Shares, Fangzheng Technology, and Hongchang Electronics, with ratios of 42.41%, 23.24%, and 22.19% respectively [3]. - Other notable stocks with significant inflow ratios included Zhongcai Technology and Tongyu New Materials, with ratios of 22.03% and 15.22% respectively [4].

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5.31亿元，其中，买入成交额为3.93亿 元，卖出成交额为1.37亿元，合计净买入2.56亿元。 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第一大卖出营业部，买入金额为1.57亿 元，卖出金额为5926.07万元，合计净买入9728.24万元。 国际复材今日涨停，全天换手率19.04%，成交额16.14亿元，振幅19.48%。龙虎榜数据显示，深股通净 买入9728.24万元，营业部席位合计净买入1.59亿元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，深股通净买入9728.24万元。 卖五 东方财富证券股份有限公司拉萨东环路第二证券营业部 772.22 1582.79 资金流向方面，今日该股主力资金净流入3.19亿元，其中，特大单净流入3.57亿元，大单资金净流出 3769.21万元。近5日主力资金净流入3.40亿元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（8月14日）两融余额为2.74亿元，其中，融资余额为2.73亿元，融券余额 为127.89万元。近5日融资余额合计增加3309.66万元，增幅为13 ...

Market Performance - The glass fiber sector increased by 7.47% compared to the previous trading day, with International Composite Materials leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Stock Performance - International Composite Materials (301526) closed at 6.38, with a rise of 19.92% and a trading volume of 2.67 million shares, amounting to a transaction value of 1.614 billion yuan [1] - Other notable stocks included: - Zai Sheng Technology (603601) at 5.24, up 10.08%, with a transaction value of 686 million yuan [1] - Honghe Technology (603256) at 32.86, up 10.01%, with a transaction value of 650 million yuan [1] - China National Materials (002080) at 32.00, up 10.00%, with a transaction value of 844 million yuan [1] - Longhai Co., Ltd. (300196) at 16.59, up 7.87%, with a transaction value of 618 million yuan [1] Capital Flow - The glass fiber sector saw a net inflow of 834 million yuan from main funds, while retail funds experienced a net outflow of 453 million yuan [1] - The capital flow for key stocks included: - International Composite Materials had a net inflow of 321 million yuan from main funds, but a net outflow of 181 million yuan from retail investors [2] - China National Materials had a net inflow of 192 million yuan from main funds, with a net outflow of 102 million yuan from retail investors [2] - Zai Sheng Technology had a net inflow of 178 million yuan from main funds, with a net outflow of 114 million yuan from retail investors [2]

Market Overview - A-shares are steadily rising, with technology growth stocks leading the gains, as the ChiNext Index surged over 2%, reaching a new high for the year [1] - The Shanghai Composite Index and Shenzhen Component Index also showed positive performance, with over 4,500 stocks rising, although trading volume showed a slight decline [1][2] Sector Performance - The glass fiber sector experienced a significant increase, with the index soaring nearly 9%, marking a new high in nearly three and a half years, and a year-to-date increase of over 67% [3] - Other sectors such as humanoid robots, electric motors, and artificial intelligence also saw strong performance, with notable stocks hitting their upper limits or increasing by over 10% [7][9] Glass Fiber Industry Insights - Glass fiber is a strategic new material with excellent properties, widely used in automotive, wind power, and electronics markets. The demand is surging due to the explosive growth of AI chips [5] - Major manufacturers are facing supply chain challenges, with high-end BT material delivery times extending to 16-20 weeks, and price increases expected from leading glass fiber producers [5] - The domestic market is undergoing a phase of capacity elimination, with 11 production lines shut down in 2023 and 9 more planned for 2024, driven by environmental regulations [5] - The average price of non-alkali glass fiber increased by 227 CNY/ton year-on-year, while electronic yarn prices rose by 757 CNY/ton [5] Humanoid Robot Industry Developments - The humanoid robot sector is gaining traction, with the "2025 World Humanoid Robot Games" recently opening, featuring 280 teams and over 500 humanoid robots [9] - The event is expected to stimulate demand across various applications, including industrial, service, and household sectors, leading to rapid growth in the industry [9] - The integration of artificial intelligence and advanced engineering in humanoid robots is anticipated to strengthen the valuation support for companies in this sector [9]

Market Overview - A-shares saw all three major indices turn positive, with over 4,200 stocks rising in the market [1] - The Shanghai Composite Index rose by 0.17%, the Shenzhen Component Index increased by 0.55%, and the ChiNext Index gained 0.75% [1] - In the Hong Kong market, all three indices fell by over 1% [2] Sector Performance - The PEEK materials sector led the gains, with significant increases in stocks such as New Han New Materials and Hua Mi New Materials, both rising over 12% [9][10] - Real estate stocks experienced a surge, with companies like Quzhou Development and Xinda Real Estate hitting the daily limit [4][5] - The building materials sector also saw a rally, with International Composite Materials achieving a 20% limit up [6][7] - Non-ferrous metal stocks showed strong performance, with companies like Feili Hua and Nord Shares rising over 10% [12][13] Policy and Economic Indicators - Recent policy adjustments in Hainan and Beijing aim to optimize real estate regulations, which may boost market expectations and housing demand [8] - The National Bureau of Statistics reported a decrease in housing prices across 70 major cities, indicating a narrowing year-on-year decline [8] Investment Opportunities - The rapid development of humanoid robots is expected to significantly increase the demand for PEEK materials, which are lightweight and high-strength, suitable for various applications [11] - The automotive industry's trend towards lightweight and electrification is projected to drive explosive growth for high-performance engineering plastics like PEEK by 2025 [11]

本文源自：金融界 作者：智投君 最近三个交易日，12日-14日，国际复材分别获融资买入0.38亿元、0.66亿元、1.11亿元。 融券方面，当日融券卖出7.59万股，净卖出7.59万股。 8月14日，沪深两融数据显示，国际复材获融资买入额1.11亿元，居两市第491位，当日融资偿还额1.00 亿元，净买入1151.01万元。 ...

天眼查商业履历信息显示，重庆国际复合材料股份有限公司，成立于1991年，位于重庆市，是一家以从 事化学原料和化学制品制造业为主的企业。企业注册资本377087.8048万人民币，实缴资本235999.993万 人民币。公司法定代表人为江凌。 通过天眼查大数据分析，重庆国际复合材料股份有限公司共对外投资了15家企业，参与招投标项目4674 次，知识产权方面有商标信息32条，专利信息472条，此外企业还拥有行政许可185个。 来源：金融界 资金流向方面，今日主力资金净流出3875.22万元，占比成交额2.9%。其中，超大单净流出2182.77万 元、占成交额1.63%，大单净流出1692.44万元、占成交额1.27%，中单净流出流出944.91万元、占成交 额0.71%，小单净流入4820.13万元、占成交额3.61%。 国际复材最新一期业绩显示，截至2025一季报，公司营业总收入18.69亿元、同比增长21.68%，归属净 利润5267.48万元，同比增长176.96%，扣非净利润4437.66万元，同比增长152.71%，流动比率0.929、速 动比率0.682、资产负债率57.33%。 金融界消息 截至20 ...

Core Viewpoint - International Composites (301526) has shown a positive performance with a closing price of 5.24 yuan, reflecting a 2.75% increase as of August 13, 2025, indicating a potential upward trend in the stock price [1]. Financial Performance - The company reported a main revenue of 1.869 billion yuan for Q1 2025, representing a year-on-year increase of 21.68% [3]. - The net profit attributable to shareholders was 52.67 million yuan, up 176.96% year-on-year [3]. - The net profit after deducting non-recurring gains and losses was 44.38 million yuan, showing a 152.71% increase year-on-year [3]. - The company's debt ratio stands at 57.33% [3]. Market Position - International Composites has a total market value of 19.759 billion yuan, ranking 5th in the glass fiber industry [3]. - The company's net assets are valued at 8.994 billion yuan, placing it 6th in the industry [3]. - The price-to-earnings ratio (P/E) is 93.78, which ranks 13th among its peers [3]. - The price-to-book ratio (P/B) is 2.47, ranking 11th in the industry [3]. - The gross margin is 14.9%, while the net margin is 3.37%, ranking 14th in the industry [3]. - Return on equity (ROE) is at 0.66%, also ranking 14th [3]. Capital Flow Analysis - On August 13, 2025, the net inflow of main funds was 57.93 million yuan, accounting for 7.73% of the total transaction amount [1][2]. - Retail investors experienced a net outflow of 55.92 million yuan, representing 7.46% of the total transaction amount [1][2]. - Over the past five days, the stock has seen fluctuations in capital flow, with notable changes in both main and retail investor activities [2].