【振幅大】 -今日A股共有7只个股振幅超过20%； 【主力资金】 -主力资金今日净流入商贸零售、钢铁等板块，净流出电子、机械设备、电力设备等板块； -中兴通讯、中油资本、京北方、北信源、立讯精密主力资金净流入规模居前，分别净流入19.78亿元、 9.52亿元、8.30亿元、8.28亿元、7.91亿元； -浪潮信息、胜宏科技、东方财富、中际旭创、领益智造主力资金净流出规模居前，分别净流出15.38亿 元、15.17亿元、11.47亿元、8.44亿元、7.55亿元。 【换手率高】 -今日A股共有22只个股换手率超过30%； -华民股份、前进科技、北信源等个股振幅居前； -宏远股份、南方精工、川润股份等个股换手率居前； ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可燃冰 | 3.12 | 稀土永磁 | -2.14 | | 数字货币 | 2.38 | 兵装重组概念 | -2.11 | | 跨境支付(CIPS) | 2.19 | 光刻机 | -2.11 | | 草甘膦 | 2.03 | PCB概念 | -2.10 | | 电子身份证 | 1.93 | 液冷服务器 | -2.06 | | 钛白粉概念 | 1.89 | PEEK材料 | -2.03 | | 移动支付 | 1.73 | 共封装光学(CPO) | -2.03 | | 丙烯酸 | 1.71 | 减速器 | -1.96 | | 财税数字化 | 1.40 | 汽车热管理 | -1.82 | | 信托概念 | 1.30 | 人形机器人 | -1.76 | 资金面上看，今日稀土永磁概念板块获主力资金净流出48.33亿元，其中，47股获主力资金净流出，12 股主力资金净流出超亿元，净流出资金居首的是北方稀土，今日主力资金净流出18.81亿元，净流出资 金居前的还有领益智造、金田股份、盛和资源等，主力资金 ...

Core Viewpoint - The rare earth permanent magnet sector experienced a decline of 2.14%, with significant losses in stocks such as Beifang Rare Earth and Jintian Co., while a few stocks like Hengdian East Magnetic and Huahong Technology saw gains [1][2]. Market Performance - The rare earth permanent magnet sector ranked among the top declines in concept sectors, with major stocks like Beifang Rare Earth and Jintian Co. hitting the daily limit down [1]. - The sector saw a net outflow of 4.833 billion yuan, with 47 stocks experiencing net outflows, and 12 stocks seeing outflows exceeding 100 million yuan [2]. Key Stocks - Major stocks with significant net outflows included Beifang Rare Earth (1.881 billion yuan), Lingyi Technology (762 million yuan), and Jintian Co. (618 million yuan) [2]. - Stocks with net inflows included Baogang Co. (405 million yuan), China Rare Earth (391 million yuan), and Hengdian East Magnetic (161 million yuan) [2]. Stock Performance - Among the stocks in the rare earth permanent magnet sector, Hengdian East Magnetic, Huahong Technology, and China Rare Earth had the highest gains, with increases of 4.99%, 3.84%, and 3.54% respectively [1][3]. - The overall trading volume and turnover rates for the sector indicated a high level of activity, with notable fluctuations in stock prices [2][3].

New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - Changcheng Military Industry (601606) announced a significant event on August 14, 2025[1] Market Alerts - Dongxin Co., Ltd. (688110) reported severe abnormal fluctuations on August 16, 2025[1] - ST Suwu (600200) has an announcement dated August 21, 2025, regarding market conditions[1] - Yunnan Zhiye (002428) and other companies have recent announcements on August 21, 2025, indicating market activity[1] Financial Performance - ST Jiangsu (600021) reported significant fluctuations on August 20, 2025, with a notable announcement[1] - ST Huanrong (600421) has an announcement dated August 20, 2025, reflecting market conditions[1] - ST Jinhong (000669) reported on August 20, 2025, indicating financial performance concerns[1]

Market Overview - On August 21, the consumer electronics sector declined by 1.77%, with Hongfu Han leading the drop [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Stock Performance - Notable gainers in the consumer electronics sector included: - Zhuoman Technology (002369) with a closing price of 10.56, up 10.00% [1] - Kosen Technology (603626) at 13.87, up 9.99% [1] - Laimu Co., Ltd. (603633) at 10.81, up 9.97% [1] - Other significant performers included: - Lixun Precision (002475) at 42.19, up 5.34% with a trading volume of 200.68 million shares [1] - Lens Technology (300433) at 28.34, up 4.92% with a trading volume of 166.06 million shares [1] Capital Flow - The consumer electronics sector experienced a net outflow of 3.368 billion yuan from institutional investors, while retail investors saw a net inflow of 2.901 billion yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Lixun Precision (002475) had a net inflow of 796 million yuan from institutional investors, but a net outflow of 339 million yuan from retail investors [3] - Zhuoman Technology (002369) saw a net inflow of 284 million yuan from institutional investors, with a net outflow of 126 million yuan from retail investors [3] - Kosen Technology (603626) had a net inflow of 181 million yuan from institutional investors, while retail investors experienced a net outflow of 683.57 million yuan [3]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：002600 证券简称：领益智造 公告编号：2025-112 债券代码：127107 债券简称：领益转债 广东领益智造股份有限公司 一、股票交易异常波动的情况介绍 广东领益智造股份有限公司（以下简称"公司"）股票于 2025 年 8 月 18 日、 超过 20%，根据深圳证券交易所的有关规定，属于股票交易异常波动情形。 二、公司关注并核实情况的说明 针对公司股票异常波动，公司进行了自查，并对相关事项进行了核查，现将 有关情况说明如下： 大影响的未公开重大信息； （公告编号：2025-089）， （www.cninfo.com.cn）上披露了《2025 年半年度业绩预告》 经公司财务部门初步测算，2025 年半年度公司归属于上市公司股东的净利润为 盈利 90,000 万元–114,000 万元，比上年同期增长 31.57%–66.66%，扣除股权 激励摊销费用归属于上市公司股东的净利润为盈利 104,000 万元–128,000 万元， 比上年同期增长 48.59%–82.88%，扣除非经常性损益后的净利 ...

新华500指数由国家金融信息平台•新华财经发布，新华指数（北京）有限公司运营维护，指数度量A股主要大中市值股票价格水平。关于新华500指数的详 细信息，请参见新华财经客户端。 编辑：王媛媛 转自：新华财经 新华财经北京8月21日电（罗浩）新华500指数（989001）8月21日收盘上涨0.24%，报4717.53点。 走势上看，新华500指数（989001）21日小幅高开，指数盘初冲高回落，回补与上一交易日缺口后震荡上扬，早盘盘中一度涨0.78%，午后二度上攻未果后 波动下行，收盘时小幅上涨。 指数盘中最高触及4742.69点，最低触及4700.78点，成分股全天总成交额报7681亿元，总成交额较上一交易日小幅放量。 成分股方面，中油资本收于约10%涨停，兆易创新、石英股份、中兴通讯、石基信息等涨幅靠前；领益智造、长城证券、鹏鼎控股、工业富联、舍得酒业等 跌幅靠前。 ...

Core Viewpoint - The article discusses the upcoming changes in Apple's iPhone series, particularly focusing on the heat dissipation technology and materials used in the iPhone 17 and future models, highlighting the shift towards advanced materials like graphene and aluminum alloys for improved performance and efficiency [2][3][4]. Group 1: iPhone 17 Heat Dissipation Technology - The iPhone 17 will utilize a dual-layer graphene heat dissipation system, with costs increasing by approximately 50% to 60%, bringing the total cost of the heat dissipation module to around $5.2 [4][5]. - The previous iPhone 16 model introduced graphene for the first time, significantly enhancing thermal conductivity by over five times compared to traditional metal materials [3][4]. - The heat dissipation module's cost is relatively low at about $2.5, but when including related components, the overall cost impact is substantial [4]. Group 2: Material Changes and Supplier Insights - The iPhone 17 will replace the titanium-aluminum alloy frame with an aluminum alloy frame, which is expected to improve thermal performance despite titanium's advantages in strength and aesthetics [7][8]. - Key suppliers for the heat dissipation components include Zhongshi Technology and Jieban Technology for graphene, while VC heat spreaders are supplied by companies like Risen Technology and Lingyi Technology [9][10]. - Future models, such as the iPhone 18, may explore new materials like carbon fiber for back panels and frames, with potential suppliers like Changzhou Carbon Technology showing promise in this area [16]. Group 3: Future Trends in Heat Dissipation Solutions - Apple is researching liquid cooling solutions for heat dissipation, although this technology is still in early stages and may not be implemented in smartphones for the next two years [11][12]. - Competitors like Huawei and Xiaomi primarily use traditional heat dissipation methods, while companies like Suzhou Tianmai and Siquan New Materials are key suppliers for these brands [13][14]. - The industry is witnessing a trend towards modular heat dissipation systems that combine various materials for optimized performance, indicating a shift in design philosophy across smartphone manufacturers [6][11].

Group 1 - Rare earth concept stocks declined in the afternoon, with Wolong Electric Drive falling by 10%, Liying Intelligent Manufacturing dropping over 7%, and Northern Rare Earth and Shenghe Resources both down over 2% [1] - The ETFs tracking the CSI Rare Earth Industry Index also fell by more than 2%, with specific ETFs showing declines of 2.46%, 2.42%, 2.41%, and 2.35% respectively [2][2][2][2] - The CSI Rare Earth Industry Index includes listed companies involved in rare earth mining, processing, trading, and applications, reflecting the overall performance of the rare earth industry [2] Group 2 - Analysts indicate that under the ongoing push for "carbon neutrality," there is rapid growth in demand for high-end magnetic materials driven by sectors such as new energy vehicles, wind power generation, and energy-saving motors [2] - The recovery in traditional manufacturing demand and the accelerated deployment of humanoid robots are injecting growth momentum into rare earth demand [2]

Key Points - The main focus of the article is on the significant outflow of capital from specific stocks as of August 21, with the top 20 stocks experiencing the largest withdrawals [1][2] Group 1: Capital Outflow - The stock with the highest capital outflow is Wolong Electric Drive, with a withdrawal of 1.34 billion [1] - Shenghong Technology follows closely with an outflow of 1.29 billion [1] - Other notable stocks with significant outflows include Inspur Information (1.25 billion), Northern Rare Earth (1.23 billion), and Industrial Fulian (0.88 billion) [1]