Core Viewpoint - On August 1, Xin Heng Hui's stock price increased by 14.37%, reaching a trading limit with a turnover rate of 30% [1] Group 1: Trading Activity - The top five buying entities collectively purchased 263 million yuan, while the top five selling entities sold 115 million yuan, resulting in a net purchase of 148 million yuan [2] - The largest buying entities included: - Institutional Special Account: 50.98 million yuan bought, 11.35 million yuan sold, net 39.63 million yuan - China International Capital Corporation Shanghai Branch: 44.45 million yuan bought, 8.63 million yuan sold, net 35.83 million yuan - Guotai Junan Securities Yichang Branch: 38.86 million yuan bought, 0.15 million yuan sold, net 38.71 million yuan [3] - The largest selling entities included: - Institutional Special Account: 36.01 million yuan bought, 28.40 million yuan sold, net 7.62 million yuan - Western Securities Baoji Jintai Avenue Branch: 0.19 million yuan bought, 20.10 million yuan sold, net -19.91 million yuan - China Galaxy Securities Jinhua Branch: 0.08 million yuan bought, 12.92 million yuan sold, net -12.14 million yuan [3]

公开信息显示，新恒汇近三个月累计上榜9次，资金博弈特征显著。此次榜单中机构与游资营业部的同 步活跃，或反映市场对该股分歧加剧。 2025年8月1日，新恒汇因单日换手率超过30%登上龙虎榜。数据显示，买入金额前五名中，两家机构专 用席位分别以5098.41万元和3848.23万元位列第一和第四。中国国际金融上海分公司以4445.70万元位居 第二，该席位常被视为机构资金及部分活跃游资的聚集地。国泰海通证券宜昌沿江大道营业部及广发证 券厦门湖滨南路营业部分别以3885.92万元、3604.64万元紧随其后，其中厦门湖滨南路营业部历史上多 次参与次新股交易。 卖方阵营中，一家机构专用席位以2839.52万元位列卖出榜首。西部证券宝鸡金台大道营业部以2010.35 万元成为第二大卖家，该席位此前较少出现在热门股榜单。中国银河证券金华营业部及东方财富证券拉 萨两家营业部合计卖出超3700万元，拉萨营业部席位因频繁参与短线交易被市场关注。 本文源自：金融界 作者：A股君 风险提示：本文仅基于公开信息客观呈现，不构成任何投资建议。二级市场交易存在波动风险，投资者 需谨慎决策。 ...

近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨3.19%，上榜后5日平均涨6.25%。 资金流向方面，今日该股主力资金净流入8914.34万元，其中，特大单净流入1.78亿元，大单资金净流出 8915.46万元。近5日主力资金净流入4254.97万元。（数据宝） 新恒汇8月1日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 5098.41 | 1134.92 | | 买二 | 中国国际金融股份有限公司上海分公司 | 4445.70 | 862.78 | | 买三 | 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 | | 买四 | 机构专用 | 3848.23 | 810.14 | | 买五 | 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 | | 卖一 | 机构专用 | 3600.74 | 2839.52 | | 卖二 | 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 | | ...

证券时报·数据宝统计，截至（8月1日）收盘，沪指报3559.95点，跌13.26点，跌幅为0.37%；深成指报 10991.32点，跌18.45点，跌幅为0.17%；创业板指报2322.63点，跌5.69点，跌幅为0.24%。个股方面， 今日83只A股换手率超过20%，其中，北方长龙、C悍高等4只个股换手率达五成以上，半数筹码易主。 （数据宝） 8月1日两市换手率居前个股一览 | 证券代码 | 证券简称 | 收盘价（元） | 换手率（%） | 涨跌幅（%） | | --- | --- | --- | --- | --- | | 301357 | 北方长龙 | 95.65 | 60.47 | -7.09 | | 001221 | C悍高 | 59.62 | 51.70 | -0.95 | | 920005 | 鼎佳精密 | 55.22 | 51.61 | -14.56 | | 301678 | 新恒汇 | 76.65 | 50.77 | 14.37 | | 839680 | *ST广道 | 12.10 | 49.23 | -1.14 | | 002272 | 川润股份 | 12.23 | 46.01 | 0.9 ...

Group 1 - The stock of Xin Heng Hui increased by 14.37% on August 1, with a trading volume of 1.745 billion yuan and a turnover rate of 50.77% [1] - Over the last three trading days, the stock has cumulatively risen by 17.29% [1] - The net inflow of main funds today was 78.5827 million yuan, accounting for 4.5% of the trading volume, with a large single net inflow of 213 million yuan, representing 12.2% of the trading volume [1] Group 2 - Xin Heng Hui's main business includes smart card business, etched lead frame business, and IoT eSIM chip testing business [2] - As of March 31, 2025, Xin Heng Hui achieved total operating revenue of 241 million yuan, a year-on-year increase of 24.71%, and a net profit attributable to shareholders of 51.3165 million yuan, a year-on-year decrease of 2.26% [2] - The current ratio and quick ratio are 6.724 and 5.892 respectively, while the debt-to-asset ratio stands at 11.36% [2]

（文章来源：每日经济新闻） 每经AI快讯，8月1日，半导体板块拉升，新恒汇涨逾13%，安凯微涨逾5%，力芯微涨逾4%，圣邦股 份、纳芯微等涨幅居前。 ...

半导体板块拉升，新恒汇涨逾13%，安凯微涨逾5%，力芯微涨逾4%，圣邦股份、纳芯微等涨幅居前。 ...

Core Insights - The company Xin Heng Hui closed at 67.02 yuan on July 31, with a 3.11% increase, resulting in a rolling PE ratio of 86.88 times and a total market capitalization of 16.055 billion yuan [1][2] - The semiconductor industry has an average PE ratio of 104.83 times and a median of 69.03 times, placing Xin Heng Hui at the 123rd position within the industry [1][2] - As of the first quarter of 2025, 188 institutions hold shares in Xin Heng Hui, with a total holding of 99,200 shares valued at 0.06 billion yuan [1] Company Overview - Xin Heng Hui Electronic Co., Ltd. specializes in the research, production, sales, and packaging testing services of chip packaging materials [1] - The main products include smart card business, etched lead frames, and IoT eSIM chip testing [1] - The company has a skilled R&D and production team and has established national standards for integrated circuit (IC) card packaging frames [1] Recent Performance - In the first quarter of 2025, the company reported an operating income of 241 million yuan, a year-on-year increase of 24.71% [2] - The net profit was 51.3165 million yuan, reflecting a year-on-year decrease of 2.26% [2] - The sales gross margin stood at 32.53% [2] Industry Comparison - Xin Heng Hui's PE ratio of 86.88 times is compared to the industry average of 104.83 times and the median of 69.03 times [2] - Other companies in the semiconductor industry have varying PE ratios, with the lowest being 26.56 times for Yang Jie Technology and the highest being 39.89 times for Northern Huachuang [2]

龙虎榜显示，买入前五合计买入8661.62万元，卖出前五合计卖出1.60亿元，净额-7347.22万元。 其中，机构专用、机构专用、机构专用分别买入1490.55万元、1309.84万元、1033.11万元。 机构专用、机构专用、机构专用分别卖出4087.00万元、3423.34万元、2703.19万元。 7月31日，新恒汇上涨3.11%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 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 1490.55 1497.63 -7.08 机构专用 1309.84 0.00 1309.84 机构专用 1033.11 2703.19 -1670.08 海通证券股份有限公司新余劳动南路证券营业 部 990.28 23.19 967.1 平安证券股份有限公司深圳深南东路罗湖商务中心证券营业部 952.08 338.72 613.36 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 875.38 4087.00 -3211.62 机构 专用 797.06 3423.34 -2626.28 机构专用 ...

新恒汇今日上涨3.11%，全天换手率37.68%，成交额11.33亿元，振幅10.47%。龙虎榜数据显示，机构净 卖出7162.24万元，营业部席位合计净卖出184.98万元。 深交所公开信息显示，当日该股因日换手率达37.68%上榜，机构专用席位净卖出7162.24万元。 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2.47亿元，其中，买入成交额为8661.62 万元，卖出成交额为1.60亿元，合计净卖出7347.22万元。 资金流向方面，今日该股主力资金净流出948.79万元，其中，特大单净流出1425.54万元，大单资金净流 入476.75万元。近5日主力资金净流入2390.26万元。（数据宝） 新恒汇7月31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 | 机构专用 | 1490.55 | 1497.63 | | 买二 | 机构专用 | 1309.84 | 0.00 | | 买三 | 机构专用 | 1033.11 | 2703.19 | | 买四 | 海 ...