格隆汇8月6日｜A股三大指数今日继续上涨，均录得日线3连涨；截至收盘，沪指涨0.45%报3633.99点逼近上周所创下的高点，深证成指涨0.64%，创业板指 涨0.66%。全天成交1.76万亿元，较前一交易日增量1434亿元，全市场超3300股上涨。 盘面上，军工板块全天强势，内蒙一机、捷强装备及中国船舶等近十股涨停；PEEK材料、机器人板块继续活跃，中欣氟材、新瀚新材等多股涨停；橡胶制 品板块走高，华密新材30%涨停；液冷概念拉升，科创新源20%涨停；电机、培育钻石、工业母机及英伟达概念等涨幅居前。另外，医药板块全线走低，肝 炎概念、中药、CRO及创新药等方向领跌；奇正藏药、瀚宇药业领跌；西藏板块下挫，西藏天路、西藏旅游双双跌停；化学制药、生物疫苗、医疗器械及 旅游酒店等板块跌幅居前。(格隆汇) MACD金叉信号形成，这些股涨势不错！ | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3633.99 | 11177.78 | 1459.5 | | +16.40 +0.45% +70.82 +0.64% +22.73 +1 | | | | 科创20 | 创业板指 | 万 ...

Market Performance - The three major A-share indices continued to rise, recording a three-day consecutive increase; the Shanghai Composite Index closed up 0.45% at 3633.99 points, approaching last week's high [1] - The Shenzhen Component Index rose by 0.64%, and the ChiNext Index increased by 0.66% [1] - Total trading volume reached 1.76 trillion yuan, an increase of 143.4 billion yuan compared to the previous trading day, with over 3300 stocks rising across the market [1] Sector Performance - The military industry sector was strong throughout the day, with stocks like Inner Mongolia First Machinery, Jieqiang Equipment, and China Shipbuilding hitting the daily limit [1] - PEEK materials and robotics sectors remained active, with stocks such as Zhongxin Fluorine Materials and Xinhan New Materials also hitting the daily limit [1] - The rubber products sector saw gains, with Huami New Materials rising by 30% [1] - The liquid cooling concept surged, with Kexin Innovation Source increasing by 20% [1] - Other sectors with notable gains included electric motors, cultivated diamonds, industrial mother machines, and NVIDIA concepts [1] Declining Sectors - The pharmaceutical sector declined across the board, with hepatitis concepts, traditional Chinese medicine, CRO, and innovative drugs leading the drop; stocks like Qizheng Tibetan Medicine and Hanyu Pharmaceutical were among the biggest losers [1] - The Tibet sector fell sharply, with Tibet Tianlu and Tibet Tourism both hitting the daily limit down [1] - Other sectors with significant declines included chemical pharmaceuticals, biological vaccines, medical devices, and tourism hotels [1] Top Gainers - The aerospace and military industry led the gainers with a 5-day increase of 2.789% [2] - Other notable gainers included motorcycles and heavy machinery, with increases of 4.44% and 3.08% respectively [2] - The coal, industrial machinery, and chemical fiber industries also saw positive performance, with increases of 2.35%, 2.23%, and 2.129% respectively [2]

公司最新披露数据显示，截至2025年7月31日，股东户数为11507户，较7月10日增加3109户，增幅达 37.02%。户均持有流通股市值为27.52万元。 截至2025年8月4日收盘，博汇股份报12.89元，较前一交易日上涨1.74%。当日成交量为133076手，成交 金额达1.67亿元，振幅为5.84%。 博汇股份属于石油行业板块，同时涉及液冷概念、算力概念等。公司主要从事石油化工产品的研发、生 产和销售。 风险提示：以上信息仅供参考，不构成投资建议。 来源：金融界 资金流向方面，8月4日主力资金净流入533.14万元，占流通市值比为0.16%。近五日主力资金净流出 1340.71万元，占流通市值比为0.4%。 ...

Group 1 - The closing price of Bohui Co., Ltd. on July 31 was 12.22 yuan, down 0.35 yuan, representing a decline of 2.78% from the previous trading day [1] - The trading volume on that day was 128,636 hands, with a transaction amount of 160 million yuan [1] - Bohui Co., Ltd. operates in the oil industry, focusing on the research, production, and sales of petrochemical products, and is located in Zhejiang Province [1] Group 2 - On the evening of July 31, Bohui Co., Ltd. announced the fifth notice regarding the early redemption of "Bohui Convertible Bonds," stating that bonds not converted by the close of trading on August 19, 2025, will be forcibly redeemed at a price of 100.02 yuan per bond [1] - On July 31, the net outflow of main funds was 8.5004 million yuan, accounting for 0.27% of the circulating market value [1]

抄底博弈 7月31日A股市场投资情绪 资本市场是投资者信心的晴雨表。投资者情绪的波动会影响其对未 的主观判断，进而影响投资行为，形成合力后对市场产生显著影响 想通过几个问题，了解投资者对每日市场的看法。7月31日共有2770 户参与了调研，具体情况如下： 创 机 标 上证指数 深证成指 ▼ 1.18% 71.73% 7 1.66 三大指数全线回调，权重板块大幅下挫对指数形成直接拖累。沪指失守36( 关口，技术面破位风险加剧，深成指和创业板指创近一个月新低。 1060家上涨 涨跌停比 TRE 个股涨跌分布失衡,普跌格局下结构性机会犹 存,液冷概念、辅助生殖等题材逆势上涨,显示 资金在寻找避险标的。涨停个股集中在AI算力、 医药等板块,显示资金加速向政策催化与业绩预 增主线聚集。 两市成交额 散户情绪 52.29% 11 7 4 989 两市成交额超1.9万亿元,创7月以来尊 新高。放量下跌显示资金分歧加剧，追 足。结构性分化显著,沪市放量主要由 期板块的大额抛压驱动,深市放量,刹 导体等赛道股的资金流出是主因。 型目 主力资金净流出 706.85 亿元 散户资金净流入 亿元 机构仓位调整加速，资金明显撤离证券、 ...

基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据；基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。 根据巨灵统计的数据显示，近30天（7.1-7.31）共有442只基金产品的基金经理发生离职变动。其中今天（7.31）有18只基 金产品发布基金经理离职公告，从变动原因上来看，有7位基金经理是由于工作变动而从管理的18只基金产品中离职。 | 基金经理 | 基金名称 | 基金代码 | 公告日期 | 变动日期 | 任职状态 | 变动原因说明 | | --- | --- | --- | --- | --- | --- | --- | | 姚璐伟 | 工银瑞信稳健丰盈30天滚动持有债券A | 020524 | 2025/7/31 | 2025/7/29 | 蜜脂 | 工作变动 | | | 工银瑞信稳健丰盈30天滚动持有债券C | 020525 | 2025/7/31 | 2025/7/29 | 离廊 | 工作变动 | | 徐猛 | 华夏中证动漫游 ...

Market Overview - A-shares opened mixed on July 31, with the three major indices showing volatility during the morning session [1] - In the afternoon, all three indices declined, with the Shanghai Composite Index falling below 3600 points [1] - By the end of the trading day, the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed down by 1.18%, 1.73%, and 1.66%, respectively, at 3573.21 points, 11009.77 points, and 2328.31 points [1] Sector Performance - Sectors such as liquid cooling, assisted reproduction, and hepatitis concepts saw the largest gains [1] - Conversely, sectors including low-carbon metallurgy, energy metals, and the steel industry experienced the most significant declines [1] Stock Performance - A total of 1061 A-shares rose, with 49 stocks hitting the daily limit up [1] - In contrast, 4287 A-shares fell, with 6 stocks hitting the daily limit down [1] Trading Volume - The trading volume in the Shanghai market reached 845.89 billion yuan, while the Shenzhen market saw a trading volume of 1.09 trillion yuan, totaling 1.94 trillion yuan across both markets [1]

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index falling by 1.18% to 3573 points, the Shenzhen Component Index down by 1.73%, and the ChiNext Index decreasing by 1.66% [1][2] - The total trading volume for the day reached 1.96 trillion yuan, an increase of 90.9 billion yuan compared to the previous trading day, with nearly 4300 stocks declining across the market [1] Index Performance - Shanghai Composite Index: 3573.21, down 42.51 points (-1.18%) [2] - Shenzhen Component Index: 11009.77, down 193.26 points (-1.73%) [2] - ChiNext Index: 2328.31, down 39.37 points (-1.66%) [2] - Other indices such as the CSI 300 and CSI 500 also experienced declines of 1.82% and 1.40% respectively [2] Sector Performance - The steel sector saw significant declines, with Baogang Co. (600010) dropping nearly 8% [3] - Coal stocks also fell, with Antai Group declining nearly 7% [3] - The aquaculture sector weakened, led by Zhongshui Fishery (000798) [3] - Lithium mining concepts experienced fluctuations, with companies like Shengxin Lithium Energy and CATL (300750) dropping nearly 5% [3] - Other sectors such as titanium dioxide, photovoltaic equipment, shipbuilding, and small metals also reported notable declines [3] Notable Gainers - The liquid cooling concept saw gains, with companies like Cambridge Technology, Chunz中科技 (603516), and Ice Wheel Environment (000811) hitting the daily limit [3] - The assisted reproductive technology sector surged after being included in medical insurance, with companies like Anke Biotechnology (300009) and Hanshang Group (600774) also reaching the daily limit [3] - The composite fluid sector was active, with Nord Shares (600110) hitting the daily limit [3] - Other sectors such as gene sequencing, AI, and state-owned cloud concepts showed positive performance [3]

Market Overview - On the last trading day of July, all three major A-share indices fell collectively, with the Shanghai Composite Index down 1.18% to 3573 points, the Shenzhen Component Index down 1.73%, and the ChiNext Index down 1.66% [1] - The total trading volume for the day was 1.96 trillion yuan, an increase of 90.9 billion yuan compared to the previous trading day, with nearly 4300 stocks declining across the market [1] Sector Performance - The steel sector declined, with Baogang Co. falling nearly 8% [1] - Coal stocks experienced widespread declines, with Antai Group down nearly 7% [1] - The aquaculture sector weakened, led by Zhongshui Fisheries [1] - Lithium mining concepts showed volatility, with companies like Shengxin Lithium Energy and CATL down nearly 5% [1] - Other sectors with significant declines included titanium dioxide, photovoltaic equipment, shipbuilding, minor metals, and duty-free concepts [1] Positive Movements - The liquid cooling concept rose against the trend, with stocks like Cambridge Technology, Chunz中科技, and Ice轮环境 hitting the daily limit [1] - The inclusion of assisted reproductive technology in medical insurance across 31 provinces boosted the assisted reproduction sector, with stocks like Anke Bio and Hanshang Group hitting the daily limit [1] - The composite fluid sector was active, with Nord Shares reaching the daily limit [1] - Other sectors with notable gains included gene sequencing, AI, and state-owned cloud concepts [1] Index Performance - Shanghai Composite Index: 3573.21, down 42.51 points (-1.18%) [1] - Shenzhen Component Index: 11009.77, down 193.26 points (-1.73%) [1] - ChiNext Index: 2328.31, down 39.37 points (-1.66%) [1] - Other indices such as the Sci-Tech 50 and CSI 300 also showed declines [1]

Market Overview - The Shanghai Composite Index fell by 0.68% at midday, while the Shenzhen Component Index rose by 0.43% [1] - The AI hardware sector saw a significant rally, with multiple ETFs related to artificial intelligence experiencing gains of around 4% [5] - The real estate sector faced notable declines, with ETFs related to real estate dropping by 3.66% and 3.06% respectively [6] Sector Performance - The AI application sector and liquid cooling concepts began to see a rebound, contributing to the overall strength of the AI industry [1] - Innovative pharmaceuticals continued to show strong performance, with several ETFs in this sector rising by approximately 2.93% to 2.55% [5] - Cyclical stocks, including steel, coal, and rare earth sectors, continued to adjust downwards, reflecting a broader market trend [1][6]