两融数据显示，该股最新融资余额为21.17亿元，近5日增加4.84亿元，增幅为29.66%。（数据宝） 8月28日领益智造大宗交易一览 领益智造8月28日大宗交易平台出现一笔成交，成交量12.35万股，成交金额200.81万元，大宗交易成交 价为16.26元。该笔交易的买方营业部为中信证券股份有限公司上海分公司，卖方营业部为中信证券华 南股份有限公司佛山分公司。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为4240.45万元。 证券时报·数据宝统计显示，领益智造今日收盘价为16.26元，上涨10.01%，日换手率为11.41%，成交额 为119.88亿元，全天主力资金净流入6.31亿元，近5日该股累计上涨33.72%，近5日资金合计净流出8.94 亿元。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 12.35 | 200.81 | 16.26 | 0.00 | 中信证券股份有限公 | 中信证券华 ...

Group 1 - The Central Committee and State Council of China released an opinion on promoting high-quality urban development, emphasizing the transition from rapid urbanization to stable development, with significant progress expected by 2030 and basic modernization by 2035 [2] - The Ministry of Commerce announced that a delegation led by Li Chenggang visited Canada and will meet with U.S. officials to discuss trade relations, aiming for healthy and sustainable development of China-U.S. economic relations [2] Group 2 - Cambrian is expected to achieve an annual revenue of 5 billion to 7 billion yuan by 2025 [6] - Anta Sports clarified that it is not a party to the potential acquisition of Canada Goose Holdings [8] - Semiconductor company Zhongke International reported a net profit of 321 million USD for the first half of the year, a year-on-year increase of 35.6% [11] - SF Holding's net profit for the first half of the year grew by 19.4%, with a proposed dividend of 4.6 yuan per share [12] - Semiconductor company Zhongwei reported a net profit of 706 million yuan for the first half of the year, a year-on-year increase of 36.62% [13] - China State Construction reported a net profit of 30.404 billion yuan for the first half of the year, a year-on-year increase of 3.2% [14] - Changxin Bochuang reported a net profit of 168 million yuan for the first half of the year, a year-on-year increase of 1121.21% [15] - Chip manufacturer Chipone is planning to acquire equity in Chipwise, leading to a stock suspension [16] - Zhonghuan Hailu is planning a change in control, resulting in stock suspension [17] - Zhongding shares signed a strategic cooperation agreement with the Baohe District government for the robotics industry [18] - Zhaomi Technology announced its entry into the automotive sector, with the establishment of a car manufacturing company in January [20] Group 3 - The Food and Beverage ETF has seen a recent increase of 0.50% with a market capitalization of 6.83 billion yuan and a P/E ratio of 20.74 [22] - The Gaming ETF increased by 3.39% recently, with a market capitalization of 5.35 billion yuan and a P/E ratio of 44.92 [22] - The Sci-Tech Semiconductor ETF increased by 10.78% recently, with a market capitalization of 3.9 billion yuan [22] - The Cloud Computing 50 ETF increased by 13.84% recently, with a market capitalization of 4 billion yuan and a P/E ratio of 123.45 [23]

" 2 0 2 5年度新财富杂志最佳董秘暨港股最佳IR评选"于2 0 2 5年5月正式启动。 本届评选以A/B股上市公司董事会秘书及证券事务代表成员、港股上市公司IR团队为评选对象，涉及 5 2 6 7家A/B股上市公司以及2 4 6 4家港股上市公司。近3 5 0 0家机构、超2 0万资本圈人士参与投票，覆盖 资本市场主流公募基金、券商资管、保险资管、银行理财子公司、信托公司以及私募基金，管理的资 产规模合计近3 0万亿元。 多达3 1个省市区的地方证券监管机构、香港公司治理公会均参与了辖区优秀董秘及证代的推荐。此 外，本届评选还集结了上市公司治理的"最强大脑"，包括"金殿堂奖"获奖者、公司治理专家、券商研 究相关负责人、投资机构相关负责人、知名学者等超2 0 0位专家，组建成"专家评审团"，他们来自1 7 0 余家上市公司、3 0余家公募基金、3 0家券商研究所和多所知名高校。 最终，3 0 0位"最佳董秘"、5 0个"最佳证代"团队、1 0 2个"港股最佳IR"团队脱颖而出，以下为详细名 单。 | 排序 | 证券代码 | 证券简称 | 董秘姓名 | | --- | --- | --- | --- | | ...

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the new materials industry [8]. Core Insights - The new materials sector outperformed the CSI 300 index in August, with the new materials index rising by 12.30%, surpassing the CSI 300's increase of 7.62% by 4.68 percentage points [8][12]. - The sector's trading volume reached 1.946153 trillion yuan, reflecting a month-on-month increase of 15.59% [8]. - The report highlights the continuous growth in global semiconductor sales, with a year-on-year increase of 19.6% in June 2025, marking the 20th consecutive month of growth [41][42]. - The new materials industry is expected to benefit from the ongoing recovery in downstream demand and the push for domestic substitution, indicating a potential boom period ahead [8]. Summary by Sections 1. Industry Performance Review - The new materials index showed a strong performance in August, ranking 5th among 30 major industry sectors [12]. - Most stocks in the new materials sector rose in August, with 147 out of 170 stocks increasing in value [17]. - The valuation of the new materials sector increased month-on-month, with a PE ratio of 28.22, placing it in the 99th percentile historically since 2022 [21]. 2. Key Industry Data Tracking - Basic metal prices mostly increased in August, with copper rising by 1.01% and aluminum by 1.00% [8][36]. - The export volume of superhard materials increased by 2.29% in July, although the export value decreased by 13.31% [49]. - The prices of rare gases showed a slight decline in August, with helium down by 3.07% [8]. 3. Industry Dynamics - The report notes significant developments in the semiconductor materials sector, with China's semiconductor sales reaching $17.24 billion, a 13.1% year-on-year increase [42]. - The report emphasizes the importance of technological advancements and innovation in driving the growth of the new materials industry [8].

Market Performance - The main board led the gains with notable stocks such as Sanwei Communication (+10.06%), Jin'an Guoji (+10.02%), and Lingyi Technology (+10.01%) [1] - The ChiNext board saw significant increases with Longyang Electronics (+20.01%), Yidong Electronics (+20.01%), and Absen (+20.00%) [1] - The Sci-Tech Innovation board was led by Dingtong Technology (+20.00%), Qi Anxin-U (+18.00%), and SMIC (+17.45%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+11.26%) and SW Printed Circuit Boards (+10.06%) [1] Domestic News - IDC predicts that by 2029, China's ICT market will approach $889.43 billion, with a five-year CAGR of 7.0%, driven by "national subsidies" boosting consumer product shipments [1] - Tianyi Micro, a domestic micro-display driver chip design company, announced the successful development of a 4K ultra-high-definition current driver chip for 1.3-inch Micro OLED displays, expected to enter mass production in Q2 2026 [1] - Lian Ke Semiconductor successfully grew high-quality 12-inch (304mm) silicon carbide ingots using self-developed technology [1] - Meikaman completed a new round of financing of nearly 500 million yuan to accelerate the evolution of its embodied intelligence technology and expand its product line and application scenarios [1] Company Announcements - Longwei Co., Ltd. reported a total operating income of 603 million yuan for H1 2025, a year-on-year increase of 8.75%, with a net profit of 44 million yuan, up 16.71% [3] - Jinhaitong reported a total operating income of 307 million yuan for H1 2025, a year-on-year increase of 67.86%, with a net profit of 76 million yuan, up 91.56% [3] - Liding Optoelectronics reported a total operating income of 372 million yuan for H1 2025, a year-on-year increase of 26.38%, with a net profit of 129 million yuan, up 64.73% [3] - Huahai Qingke reported a total operating income of 1.95 billion yuan for H1 2025, a year-on-year increase of 30.28%, with a net profit of 505 million yuan, up 16.82% [3] Overseas News - TrendForce data indicates that despite a slight decline in average prices, the NAND Flash industry continues to grow steadily, supported by production cuts and policies from China and the U.S. stimulating demand [1] - A production relocation plan by JETRO and the Indian Industry Federation aims to shift production from Japan to India, including semiconductors and other technologies [1] - AMD unveiled the complete architecture details of its Instinct MI350 series AI accelerator cards, based on 3nm CDNA 4 architecture, integrating 185 billion transistors [1] - AT&T announced the acquisition of part of EchoStar's wireless spectrum licenses for approximately $23 billion, covering over 400 markets in the U.S. [1]

Group 1 - The core viewpoint of the articles indicates that on August 28, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 38.974 billion yuan, with the ChiNext board seeing a net outflow of 20.532 billion yuan and the CSI 300 index stocks a net outflow of 4.118 billion yuan [1] - Among the 22 first-level industries, the communication industry saw the largest increase, rising by 7.14%, followed by the electronics industry with a 5.53% increase [1] - Six industries received net inflows of main funds, with the communication industry leading at 3.323 billion yuan, followed by the electronics industry at 1.708 billion yuan [1] - The computer industry had the largest net outflow, amounting to 11.062 billion yuan, with the electric equipment, pharmaceutical biology, and machinery equipment industries also experiencing significant outflows [1] Group 2 - Notable individual stocks with significant net inflows include China Rare Earth, which saw a net inflow of 1.813 billion yuan, and Shenghong Technology with 1.512 billion yuan [2][4] - The PCB concept stock Shenghong Technology reported a substantial increase in net profit, achieving 2.143 billion yuan in the first half of the year, a year-on-year growth of 366.89% [2] - The articles highlight that over 160 stocks experienced net outflows exceeding 1 billion yuan, with 25 stocks seeing outflows over 3 billion yuan [5] Group 3 - In the tail end of trading, the main funds saw a net inflow of 8.842 billion yuan, with the ChiNext board contributing 5.827 billion yuan [7] - Leading the tail end net inflows was Dongfang Caifu with 769.15 million yuan, followed by Lingyi Technology with 383.66 million yuan [8] - The articles also mention that Zhongji Xuchuang, a leader in optical modules, experienced a significant net outflow of 105.49 million yuan despite a price increase of over 10% [9][10]

Market Overview - The A-share market experienced an overall increase on August 28, with the Shanghai Composite Index closing at 3843.6 points, up 1.14%, the Shenzhen Component Index at 12571.37 points, up 2.25%, and the ChiNext Index at 2827.17 points, up 3.82% [2] - The total trading volume for both markets was 29,708.03 billion yuan, a decrease of 1,947.62 billion yuan compared to the previous trading day [2] Fund Flow Analysis - The main funds in the two markets saw a net outflow of nearly 39 billion yuan, with an opening net outflow of 17.45 billion yuan and a tail-end net inflow of 8.84 billion yuan [2][3] - The net outflow for the ChiNext was over 20.5 billion yuan, while the CSI 300 index saw a net outflow of 4.12 billion yuan [3][4] Sector Performance - The electronics sector achieved a net inflow of 29.035 billion yuan, with a growth of 3.27%, driven by stocks like Shenghong Technology [5] - The communication sector also saw a net inflow of 5.69 billion yuan, increasing by 3.06%, led by ZTE Corporation [5] - Conversely, the biopharmaceutical sector experienced a significant net outflow of 14.55 billion yuan, declining by 0.50%, with stocks like Tibet Pharmaceutical facing heavy selling [5] Institutional Trading - Notable institutional buying included stocks like Yingweike, which rose by 10.01% with a net purchase of 67.1 million yuan, and International Composite Materials, which increased by 19.97% with a net purchase of 65.5 million yuan [8] - In contrast, major selling was observed in stocks like SMIC, which saw a 17.45% increase but faced a net sell-off of 1,135.25 million yuan by institutions [8][9]

8月28日，A股市场整体上涨。 截至收盘，上证指数收报3843.6点，上涨1.14%；深证成指收报12571.37点，上涨2.25%；创业板指收报2827.17点，上涨 3.82%。两市合计成交29708.03亿元，较上一交易日减少1947.62亿元。 值得注意的是， 中芯国际 涨超17%， 股价 创历史 新高。 在今日科 技股大涨的情况下，机构资金大举卖出中芯国际等科技股。 中芯国际的龙虎榜数据显示，两机构席位卖出中芯国际超11亿元，剑桥科技、天孚通信、领益智造等热门股票也遭机构抛售。 1.两市主力资金净流出近390亿元 今日沪深两市主力资金开盘净流出174.52亿元，尾盘主力资金净流入88.42亿元，两市全天主力资金净流出389.74亿元。 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 人得发起 | 超大单净买入 | | 2025-8-28 | -389.74 | -174. 52 | 88. 42 | -122. 21 | | 2025-8-27 | -913.32 | ...

Industry Summary - Six industries received net inflows from main funds, with the communication industry leading at 33.23 billion yuan [1] - The electronic industry followed with a net inflow of 17.08 billion yuan, while real estate, coal, construction materials, and banking also saw inflows exceeding 2.2 billion yuan each [1] - In contrast, the computer industry experienced the largest net outflow at 110.62 billion yuan, with significant outflows also seen in electric equipment, pharmaceutical biology, and machinery, each exceeding 40 billion yuan [1] Stock Summary - Among individual stocks, China Rare Earth saw a net inflow of 18.13 billion yuan, leading the market [2] - Shenghong Technology, a PCB concept stock, had a net inflow of 15.12 billion yuan, with a substantial year-on-year profit increase of 366.89% [2] - Other notable stocks with significant net inflows included ZTE, Xinyisheng, Shanzigaoke, Hongbaoli, and Dongshan Precision [3] Outflow Summary - Over 160 stocks experienced net outflows exceeding 1 billion yuan, with 25 stocks seeing outflows over 3 billion yuan [4] - Leading the outflows were BYD and CATL, each with net outflows exceeding 10 billion yuan [5] - Other stocks with significant outflows included Zhina Compass, Yanshan Technology, Northern Rare Earth, Tianrongxin, Wuliangye, and Shenzhou Digital, each exceeding 4 billion yuan [6] End-of-Day Summary - At the end of the trading day, there was a net inflow of 88.42 billion yuan, with the ChiNext board contributing 58.27 billion yuan [7] - Individual stocks with notable end-of-day inflows included Dongfang Caifu at 7.69 billion yuan and Lingyi Zhi Zao at 3.84 billion yuan [8] - Conversely, Zhongji Xuchuang saw a significant end-of-day outflow of 1.05 billion yuan, with CATL and Tianrongxin also experiencing outflows exceeding 900 million yuan [10]

Market Overview - A total of 66 stocks hit the daily limit up in the A-share market, with 58 stocks after excluding 8 ST stocks, resulting in a sealing rate of 72.53% [1] Top Performers - Tianpu Co., Ltd. had the highest sealing order amount exceeding 1 billion CNY, with a sealing order volume of 247,400 hands [2][4] - The top three stocks by sealing order volume were Zhaoxin Co., Ltd. (716,800 hands), Dechuang Environmental Protection (394,100 hands), and Yanshan Technology (392,900 hands) [2] Continuous Limit Up Stocks - Tianpu Co., Ltd. achieved 5 consecutive limit ups, while Dechuang Environmental Protection, Qiming Information, and Guoguang Chain achieved 3 consecutive limit ups [3] Fund Inflows - The optical communication concept index surged by 7.7% with over 10 billion CNY of net inflow from main funds [5] - Key stocks in the optical communication sector included Tianfu Communication, Dongshan Precision, Changfei Optical Fiber, and TeFa Information [6] Company Highlights - Tianfu Communication focuses on the R&D, production, and sales of various high-speed optical devices, providing integrated solutions [6] - Dongshan Precision's acquisition of Solstice Optoelectronics enhances its capabilities in optical communication modules and components [7] - Changfei Optical Fiber is advancing the R&D and industrialization of hollow-core optical fibers, maintaining a leading position in the field [8] PCB Sector - Key stocks in the PCB sector included Jin'an Guoji, Shennan Circuit, and Chongda Technology, with Jin'an Guoji primarily serving PCB factories [9] Satellite Communication - The Ministry of Industry and Information Technology issued guidelines to optimize business access and promote the development of the satellite communication industry [11] - Notable stocks included Xingwang Yuda and Sanwei Communication, with the former developing high-throughput satellite antennas and the latter enhancing global satellite network resources [12] Institutional and Retail Activity - Deep Stock Connect saw net purchases of Tianfu Communication exceeding 1.2 billion CNY, with the top three net purchases being Tianfu Communication, China Rare Earth, and Yingwei Keji [13][14] - Institutional net purchases were led by Yingwei Keji, International Composite Materials, and Yanshan Technology [15] ETF Insights - The 500 Quality Growth ETF, tracking the CSI 500 Quality Growth Index, experienced a 2.73% change over the past five days, with a current PE ratio of 17.56 times [19]