大股东及其一致行动人、董监高过去12个月内减持股份情况如下： | 减持数量 股东名称 减持期间 | 減持 | | 减持价格区间 前期减持计 | | | --- | --- | --- | --- | --- | | (股) | 比例 | | (元/股) 划披露日期 | | | 宁波影聚、宁波影力、宁波 7,471,530 0.91% 2024/4/15~ | | 102.60-140.37 2024年3月 | | | | 2024/7/22 影健、宁波影康、上海影董 | | | | 30 日 | 以减持价格区间计算，公司员工持股平台去年减持套现76657.90万元至104877.87万元。如以减持期间加 权均价118.86元计算，套现金额为88806.61万元。 联影医疗2024年度年报显示，联影集团为公司控股股东，联影集团董事长薛敏为实际控制人。前十大股 东中，宁波影力、宁波影康和宁波影健均系公司员工持股平台，其执行事务合伙人均为张强。 联影医疗董事长张强为联影集团董事，并担任上海影董、宁波影聚、宁波影力、宁波影健、宁波影康执 行事务合伙人。 中国经济网北京8月4日讯联影医疗(688271.SH)昨晚发布股 ...

Group 1 - AI programming tool Lovable reached a valuation of $100 million within 8 months [1] - The growth rate of well-known AI tools like Cursor is notable, indicating a strong market demand [1] - The development of AI programming and large models is closely tied to the capabilities of the upcoming GPT-5 model [1] Group 2 - Companies like Haohan Deep and Zhizhen Technology are focusing on low-code solutions, with market capitalizations of 2.006 billion and 2.694 billion respectively [2] - Puyuan Information and Haoyun Technology are also investing in low-code platforms, with market capitalizations of 2.703 billion and 3.308 billion respectively [2] - The low-code market is seeing significant participation from various companies, indicating a trend towards simplified development processes [2] Group 3 - Companies such as Yimikon and Keda Guokai are developing modular operating systems and rapid development platforms, with market capitalizations of 5.854 billion and 7.101 billion respectively [3] - Zheda Wangxin and Lihua Kexin are focusing on AI and low-code solutions, with market capitalizations of 9.679 billion and 9.814 billion respectively [3] - The integration of AI technologies into low-code platforms is becoming a key focus for many companies [3] Group 4 - Zhongke Information and Yuncong Technology are advancing in low-code and AI technologies, with market capitalizations of 10.326 billion and 13.535 billion respectively [4] - Companies like Jingbeifang and Zhongke Chuangda are launching comprehensive low-code solutions, with market capitalizations of 17.054 billion and 21.815 billion respectively [4] - The trend towards AI integration in development processes is evident, with companies like Ruantong Power leading in this area with a market capitalization of 37.023 billion [4] Group 5 - iFlytek, with a market capitalization of 106.436 billion, is leveraging its AI capabilities for unit testing and other functionalities [5]

重要的消息有哪些 央行：继续实施好适度宽松的货币政策 中国人民银行8月1日召开2025年下半年工作会议暨常态长效推动中央巡视整改工作推进会，总结2025年 以来工作，分析当前金融形势，部署下一阶段工作。会议提出，继续实施好适度宽松的货币政策。综合 运用多种货币政策工具，保持流动性充裕，引导金融机构保持信贷合理增长。突出服务实体经济重点方 向。支持化解重点产业结构性矛盾，加强应收账款电子凭证业务监管与风险防范。稳慎扎实推进人民币 国际化，加快拓展贸易项下人民币使用。 国债利息将征税 8月1日晚间，财政部、税务总局公告，自2025年8月8日起，对在该日期之后（含当日）新发行的国债、 地方政府债券、金融债券的利息收入，恢复征收增值税。对在该日期之前已发行的国债、地方政府债 券、金融债券（包含在2025年8月8日之后续发行的部分）的利息收入，继续免征增值税直至债券到期。 《网络交易平台收费行为合规指南》发布 市场监管总局7月31日发布并施行《网络交易平台收费行为合规指南》，进一步规范网络交易平台向平 台内经营者收取佣金、抽成、会员费、技术服务费、信息服务费、营销推广费等收费行为。 7月新基金募资再超千亿 7月，受浮动 ...

重要的消息有哪些 央行：继续实施好适度宽松的货币政策 中国人民银行8月1日召开2025年下半年工作会议暨常态长效推动中央巡视整改工作推进会，总结2025年以来工作，分析当前金融形势，部署下一阶段工作。会议提 出，继续实施好适度宽松的货币政策。综合运用多种货币政策工具，保持流动性充裕，引导金融机构保持信贷合理增长。突出服务实体经济重点方向。支持化解重 点产业结构性矛盾，加强应收账款电子凭证业务监管与风险防范。稳慎扎实推进人民币国际化，加快拓展贸易项下人民币使用。 OPEC+同意9月将原油日产量提高54.8万桶 OPEC+消息人士在会议期间表示，OPEC+的八个成员国在周日的会议上同意将9月份的石油日产量提高54.8万桶。OPEC+将于9月7日举行下一次会议。OPEC+计划 在12月底之前评估每日166万桶的增产计划。 美国7月非农就业数据"爆冷" 国债利息将征税 8月1日晚间，财政部、税务总局公告，自2025年8月8日起，对在该日期之后（含当日）新发行的国债、地方政府债券、金融债券的利息收入，恢复征收增值税。对 在该日期之前已发行的国债、地方政府债券、金融债券（包含在2025年8月8日之后续发行的部分）的利息收 ...

来源：中信建投证券 摘要：当前市场调整受多重因素影响，市场情绪和资金风险偏好虽有退潮，但仍然较为活跃，投资者不 必过于担心，我们认为此轮调整的空间有限，观察上证指数下方两个缺口的回补情况。具体内容详见全 文。 周五市场全天震荡调整，三大指数小幅收跌。沪深两市全天成交额1.60万亿，较上个交易日缩量3377 亿。盘面上市场热点快速轮动，个股涨多跌少，全市场超3300家个股上涨。从板块来看，医药板块全线 逆势走强，创新药概念延续强势，中药股展开补涨，光伏概念反弹，午后AI应用端活跃，智能体方向 领涨，数据要素概念走强。下跌方面，体育概念集体调整。板块方面，中药、电力设备、AI智能体、 造纸等板块涨幅居前，中船系、民爆、PCB、CPO等板块跌幅居前。截至收盘，沪指跌0.37%，深成指 跌0.17%，创业板指跌0.24%。 1、中国人民银行：继续实施好适度宽松的货币政策 突出服务实体经济重点方向； 2、工信部等八部门印发《机械工业数字化转型实施方案》； 3、国家认监委制定了《强制性产品认证实施规则移动电源、锂离子电池和电池组（试行）》； 4、自8月8日起，对新发行的国债、地方政府债券、金融债券的利息收入，恢复征收增值 ...

Group 1: Haohan Depth - Haohan Convertible Bond (118052) is set to be listed on April 7, 2025 [1] - The company's subsidiary, Nanjing Youzhu Information Technology Co., Ltd., has established a "Low-altitude Airspace Safety Technology Innovation Joint Laboratory" in collaboration with China Telecom Design Institute, Nanjing University, and Jinling Institute of Technology [1] - The company's DPI technology and related cybersecurity solutions are designed to identify risks, recognize threats, block attacks, and protect data and privacy, effectively ensuring overall security in the Internet of Vehicles, including vehicle-side, roadside, cloud-side, and platform security [1] Group 2: Xingye Silver Tin - The recent research involved the progress of Yinman Phase II, the expansion of Yubang Mining, the injection arrangement of Budun Silver Mine, and the company's development strategy [1] - Yinman Phase II has received project approval and is in communication with the government for construction permits; Yubang Mining's 8.25 million ton expansion project is applying for construction permits [1] - The company focuses on silver and tin as core businesses while steadily integrating copper and gold resources; the Yubang Mining expansion project is expected to produce 450 tons of silver annually upon reaching full capacity [1] - The company has established a comprehensive safety management system, emphasizing safety funding investment and promoting mechanization, automation, informationization, and intelligence construction [1] - The mining areas of Yinman and Yubang show promising mineralization, with good exploration prospects for the Morocco project [1]

Important Market News - The People's Bank of China held a meeting on August 1, 2025, emphasizing increased financial support for the economy, implementing moderately loose monetary policy, and lowering the reserve requirement ratio [1] - The Ministry of Finance and the State Taxation Administration announced that starting from August 8, 2025, interest income from newly issued government bonds, local government bonds, and financial bonds will be subject to value-added tax [1] Industry Insights - Elon Musk announced the launch of Grok Imagine, an AI text-to-video generator for Grok Heavy subscribers, currently in testing, with rapid video rendering improvements [2] - The Ministry of Industry and Information Technology released a digital transformation plan for the machinery industry, aiming for 50% of enterprises to achieve a maturity level of II or above by 2027 [3] - Zhejiang University unveiled a new generation of neuromorphic brain-like computers named "Wukong," which supports over 2 billion neurons and operates at approximately 2000 watts [4] - The global market for brain-computer interface medical applications is projected to reach $40 billion by 2030 and $145 billion by 2040, indicating significant potential in various sectors [5] Risk Alerts - Changqing Technology announced plans for shareholders to reduce their holdings by up to 8.2473 million shares, representing 5.98% of total shares [6] - Fangda Special Steel's shareholder plans to reduce holdings by up to 23.1318 million shares, representing 1% of total shares [6] - Huarun Pharmaceutical announced a plan to reduce holdings by up to 11.82 million shares, representing 1% of total shares [6] - Morning Feng Technology's shareholder plans to reduce holdings by up to 169,000 shares, representing 1% of total shares [6] - United Imaging Healthcare announced plans for employee shareholders to reduce holdings by up to 13.3766 million shares, representing 1.6231% of total shares [7]

000558 天府文旅 B004 000826 启迪环境 B001 000998 隆平高科 B001 001236 弘业期货 A07 001314 亿道信息 A06 001324 长青科技 A06 002037 保利联合 A06 002198 嘉应制药 A07 002219 新里程 B001 002330 得利斯 B007 002408 齐翔腾达 B003 002424 贵州百灵 A07 002600 领益智造 B007 002629 仁智股份 A07 002634 棒杰股份 A07 002716 湖南白银 A06 002775 文科股份 B004 002799 环球印务 A07 002921 联诚精密 A07 002940 昂利康 B004 002951 金时科技 A06 300691 联合光电 A06 301632 广东建科 A08 600009 上海机场 A08 600031 三一重工 A08 600104 上汽集团 A08 600166 福田汽车 B003 600507 方大特钢 B001 平安基金 B003 融通基金 B007 上银基金 B005 天弘基金 B006 太平基金 B005 信达证券基金 ...

上述股份系其在首次公开发行前取得的股份，已于2023年8月22日起上市流通。 登录新浪财经APP 搜索【信披】查看更多考评等级 ● 减持计划的主要内容 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 股东持股的基本情况 本次减持计划实施前，上海联影医疗科技股份有限公司（以下简称"公司"或"联影医疗"）股东宁波梅山 保税港区影聚投资管理合伙企业（有限合伙）（以下简称"宁波影聚"）持有公司股份11,145,243股，占 公司总股本的1.35%；宁波梅山保税港区影力投资管理合伙企业（有限合伙）（以下简称"宁波影力"） 持有公司股份12,411,182股，占公司总股本的1.51%；宁波梅山保税港区影健投资管理合伙企业（有限 合伙）（以下简称"宁波影健"）持有公司股份12,411,182股，占公司总股本的1.51%；宁波梅山保税港区 影康投资管理合伙企业（有限合伙）（以下简称"宁波影康"）持有公司股份12,411,182股，占公司总股 本的1.51%；上海影董企业管理合伙企业（有限合伙）（以下简称"上海 ...

截至2025年8月1日收盘，联影医疗(688271)报收于133.31元，上涨0.01%，换手率0.46%，成交量2.74万 手，成交额3.66亿元。 当日关注点 交易信息汇总 8月1日，联影医疗的资金流向显示，主力资金净流出974.32万元，占总成交额的2.66%；游资资金净流 入1295.19万元，占总成交额的3.54%；散户资金净流出320.87万元，占总成交额的0.88%。 公司公告汇总 联影医疗发布股东减持股份计划公告。公告指出，宁波梅山保税港区影聚投资管理合伙企业等五家股东 合计持有公司股份54584379股，占公司总股本的6.62%。这些股份系首次公开发行前取得，并于2023年 8月22日起上市流通。员工持股平台计划通过大宗交易或集中竞价方式合计减持联影医疗股份不超过 13376600股，不超过总股本的1.6231%，实际减持数量以员工按月提出出售申请后汇总的数据为准，减 持价格参考市场价格。减持期间为2025年8月25日至2025年11月24日。员工持股平台承诺自公司股票上 市之日起12个月内不转让或委托管理所持股份。公司表示，本次减持计划不会对公司治理、持续性经营 产生影响，不存在导致公司控 ...