风险提示：本文基于公开数据整理，不构成投资建议。证券交易存在市场波动风险，投资者需审慎决 策。 本文源自：金融界 作者：A股君 卖方席位呈现机构集中离场态势，四家机构专用席位合计卖出金额达16387.67万元。值得注意的是，招 商证券深圳益田路免税商务大厦营业部以3367.51万元金额占据卖五位置，该席位被业内认为是游资金 田路的常用交易通道。 从历史数据来看，买方前五席位中，华泰证券深圳前海营业部近三个月上榜后个股三日上涨概率达 53.85%，显著高于其他席位表现。而三家机构专用席位的共同特征显示，其近三个月上榜个股后三日 上涨概率稳定在43.19%水平。 8月6日盘后数据显示，新恒汇因日换手率超30%登上龙虎榜。从交易席位观察，中信证券浙江分公司以 3423.12万元金额位列买方首位，该席位被市场视为游资大佬方新侠的常用交易通道。买方阵营同时出 现三家机构专用席位，分别买入2828.97万元、2062.00万元和1936.01万元，华泰证券深圳前海营业部则 以1564.34万元金额跻身买方前五，该营业部与知名游资涅槃重生存在关联。 ...

近半年该股累计上榜龙虎榜12次，上榜次日股价平均涨3.43%，上榜后5日平均涨9.28%。 资金流向方面，今日该股主力资金净流出1.86亿元，其中，特大单净流出1.11亿元，大单资金净流出 7447.75万元。近5日主力资金净流出4145.42万元。（数据宝） 新恒汇8月6日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信证券股份有限公司浙江分公司 | 3423.12 | 2744.18 | | 买二 | 机构专用 | 2828.97 | 3628.11 | | 买三 | 机构专用 | 2062.00 | 3876.94 | | 买四 | 机构专用 | 1936.01 | 3372.58 | | 买五 | 华泰证券股份有限公司深圳前海证券营业部 | 1564.34 | 634.65 | | 卖一 | 机构专用 | 221.61 | 5510.04 | | 卖二 | 机构专用 | 2062.00 | 3876.94 | | 卖三 | 机构专用 | 2828.97 | 36 ...

证券之星消息，8月5日半导体板块较上一交易日上涨0.58%，新恒汇领涨。当日上证指数报收于3617.6， 上涨0.96%。深证成指报收于11106.96，上涨0.59%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301678 | 新恒汇 | 91.81 | 16.23% | 21.81万 | | 18.17亿 | | 300706 | 阿石创 | 38.46 | 10.20% | 40.40万 | | 15.25 Z | | 688689 | 银河微电 | 27.47 | 3.82% | 5.17万 | | 1.40亿 | | 688213 | 思特威 | 100.23 | 3.76% | 1 7.58万 | | 7.55亿 | | 688721 | 龙图光罩 | 46.32 | 3.62% | 2.13万 | | 9944.77万 | | 688362 | 角砂电子 | 32.29 | 3.53% | 12.60万 | | 4.03亿 | | ...

买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 机构专用 3857.70 1975.64 1882.06 机构专用 2562.61 5595.27 -3032.66 机构专用 2160.87 1078.69 1082.18 国金证券股份有限公司上海奉贤区金碧路证 券营业部 1899.18 236.54 1662.64 机构专用 1645.05 3954.57 -2309.52 卖出金额最大的前5名营业部 买入 额/万 卖出额/万 净额/万 机构专用 2562.61 5595.27 -3032.66 机构专用 1645.05 3954.57 -2309.52 国泰海通 证券股份有限公司宜昌沿江大道证券营业部 10.06 3771.11 -3761.05 中国国际金融股份有限公司上海分 公司 413.62 2771.32 -2357.7 机构专用 1405.26 2696.17 -1290.91 本文源自：金融界 作者：智投君 其中，机构专用、机构专用、机构专用分别买入3857.70万元、2562.61万元、2160.87万元。 机构专用、机构专用、国泰海通证券股份有限公司宜昌沿江大道证券营业部分别 ...

从行业市盈率排名来看，公司所处的半导体行业市盈率平均106.11倍，行业中值69.68倍，新恒汇排名第 132位。 8月4日，新恒汇今日收盘78.99元，上涨3.05%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到102.40倍，总市值189.22亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13新恒汇102.40101.7514.88189.22亿行业平均 106.11117.499.69295.48亿行业中值69.6872.504.50121.85亿1扬杰科技27.1529.663.29297.32亿2新洁能 30.2430.813.30133.90亿3天德钰31.4037.274.54102.46亿4盛剑科技33.0133.452.3840.10亿5聚辰股份 34.2940.015.02116.14亿6路维光电34.3535.814.7468.34亿7晶晨股份34.5237.064.57304.62亿8华海清科 36.3437.455.70383.23亿9江丰电子36.7945.763.91183.28亿10长电科技37.0338.602.23621.28亿11普冉股份 ...

8月1日，新恒汇上涨14.37%登上龙虎榜，有价格涨跌幅限制的日换手率达到30%。 本文源自：金融界 龙虎榜显示，买入前五合计买入2.63亿元，卖出前五合计卖出1.15亿元，净额1.48亿元。 作者：智投君 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 机构专用 5098.41 1134.92 3963.49 中国国际 金融股份有限公司上海分公司 4445.70 862.78 3582.92 国泰海通证券股份有限公司宜昌沿江大道证券营 业部 3885.92 14.54 3871.38 机构专用 3848.23 810.14 3038.09 广发证券股份有限公司厦门湖滨南路证券营 业部 3604.64 93.19 3511.45 卖出金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 机构专用 3600.74 2839.52 761.22 西部证券股份有限公司宝鸡金台大道证券营业部 18.88 2010.35 -1991.47 中国银河证券股 份有限公司金华证券营业部 77.64 1291.86 -1214.22 东方财富证券股份有限公司拉萨团结路第二证券营 业部 909.14 1207. ...

Core Insights - New Henghui's stock price increased by 3.40% on July 29, with a trading volume of 1.073 billion yuan [1] - The company experienced a net financing outflow of 3.10 million yuan on the same day, with a total financing balance of 217 million yuan, representing 7.31% of its market capitalization [1] - As of June 20, the number of shareholders increased significantly by 296,366.67%, with an average of 852 circulating shares per person [2] Financial Performance - For the first quarter of 2025, New Henghui reported a revenue of 241 million yuan, reflecting a year-on-year growth of 24.71% [2] - The net profit attributable to the parent company was 51.32 million yuan, showing a slight decline of 2.26% compared to the previous year [2] Business Overview - New Henghui Electronic Co., Ltd. was established on December 7, 2017, and is located in Zibo, Shandong Province [1] - The company's main business segments include flexible lead frames (33.64%), smart card modules (33.18%), etched lead frames (22.16%), IoT eSIM chip testing (5.61%), and other services [1]

机构专用、东方财富证券股份有限公司拉萨东环路第二证券营业部、机构专用分别卖出1705.12万元、 1644.50万元、1350.15万元。 7月28日，新恒汇上涨9.12%登上龙虎榜，有价格涨跌幅限制的日换手率达到30%。 龙虎榜显示，买入前五合计买入1.33亿元，卖出前五合计卖出8107.40万元，净额5189.61万元。 其中，机构专用、机构专用、机构专用分别买入3487.77万元、2376.46万元、1984.10万元。 作者：智投君 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 机构专用 3487.77 381.89 3105.88 机构专用 2376.46 398.93 1977.53 机构专用 1984.10 339.09 1645.01 平安证券股份有限公司杭州曙光路证券营业部 1587.42 18.55 1568.87 机构专用 1350.41 1350.15 0.26 卖出金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 机构专用 760.25 1705.12 -944.87 东方财富证券股份有限公司拉萨东环路第二证券营业部 741.02 1644.50 -903.4 ...

Market Performance - The ChiNext Index rose by 0.96%, closing at 2362.60 points, with a total trading volume of 454.39 billion yuan, an increase of 18.516 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 888 stocks closed higher, with 18 stocks experiencing a rise of over 10%, including ShuoBeide, Tongguan Copper Foil, and Xingfu Blue Sea, which hit the daily limit [1] Turnover Rate - The average turnover rate for the ChiNext today was 4.26%, with 48 stocks having a turnover rate exceeding 20% [1] - The highest turnover rate was recorded by Ashi Chuang at 42.80%, followed by Xin Heng Hui at 42.14% [1] Institutional Activity - Six high turnover ChiNext stocks appeared on the Dragon and Tiger List, with institutional participation noted in six stocks [3] - Ashi Chuang saw a net institutional buy of 84.84 million yuan, while ShuoBeide had a net buy of 68.14 million yuan from the Shenzhen Stock Connect [3] Capital Flow - Among high turnover stocks, 30 experienced net inflows from main funds, with ShuoBeide leading at 833 million yuan [4] - The highest projected net profit growth was for ShuoBeide, with an expected increase of 947.88% year-on-year [4]

Group 1 - The core viewpoint of the article highlights the performance and valuation of Xinhenghui, a semiconductor company, in comparison to its industry peers [1][2]. - As of July 25, Xinhenghui's stock closed at 57.92 yuan, with a PE ratio of 75.09, marking a 19-day low, and a total market capitalization of 13.875 billion yuan [1]. - The average PE ratio for the semiconductor industry is 107.80, with a median of 70.30, placing Xinhenghui at the 114th position in the industry ranking [1][3]. Group 2 - Xinhenghui specializes in the research, production, sales, and testing services of chip packaging materials, with key products including smart card business, etched lead frames, and IoT eSIM chip testing [2]. - The company has a strong R&D team and has established national standards for integrated circuit card packaging frameworks [2]. - In the latest quarterly report for Q1 2025, Xinhenghui reported revenue of 241 million yuan, a year-on-year increase of 24.71%, and a net profit of 51.3165 million yuan, reflecting a year-on-year decrease of 2.26%, with a gross margin of 32.53% [2].