市场全天震荡走高，沪指重回3600点上方，再创年内收盘新高。南财金融终端显示，截至收盘，沪指涨 0.96%，深成指涨0.59%，创业板指涨0.39%。 算力硬件股表现活跃，长飞光纤涨停。 下跌方面，医药股展开调整，奇正藏药跌停。 沪深两市全天成交额1.6万亿元，较上个交易日放量975亿。个股方面，中际旭创成交额超86亿元居首， 工业富联、新易盛、西藏天路成交额靠前。 | 沪深A股 上证A股 | 深证A股 | 创业板 | 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | | 深刻 | 最新给 | 淵跌 | 源速 | 最比 | 换手率 | 張暢 | 成交额 ▼ | | 1 300308 | 中际旭创 | R | +1.20% | 210.92 | +2.50 | +0.01% | 0.91 | 3.77% | 7.13% | 26.986 | | 2 601138 | 工业需联 | RS | +6.31%: | 35.05 | +2.08 | +0.20% ...

个股方面，A股3903股飘红，其中68股涨停。此外，1327股飘绿，其中2股跌停。 北京商报讯（记者 马换换 实习记者 李佳雪）8月5日，A股三大股指集体高开，早盘期间保持震荡态 势，其中，上证综指重回3600点。午后开盘，三大股指集体走高。截至收盘，上证综指、深证成指、创 业板指分别收涨0.96%、0.59%、0.39%，分别报3617.6点、11106.96点、2343.38点，上证综指再创年内 收盘新高。 盘面上，PEEK材料概念、麒麟电池、铜缆高速连接等板块涨幅居前，中药、西藏板块、重组蛋白等板 块跌幅居前。 成交金额方面，沪市成交金额6563.83亿元，深市成交金额9396.98亿元，两市合计成交金额约1.6万亿 元。 ...

（文章来源：证券时报网） 中金指出，人形机器人轻量化大势所趋，以特斯拉和波士顿动力为代表，越来越多的人形机器人厂商在 产品迭代时加码轻量化。在材料优化上，镁铝合金、PEEK材料各有所长。PEEK材料质量轻、耐磨等优 势突出，已在汽车、航空、电子、工业、医疗等行业广泛应用，未来有望在机器人关节齿轮轴、骨架、 护套外壳件等部位得到应用。 PEEK材料概念5日盘中大幅走高，截至发稿，新瀚新材20%涨停创历史新高，华密新材涨约17%，南京 聚隆涨近12%，中欣氟材涨停，中研股份涨近8%。 ...

Group 1 - The current financial market is in a "chaotic period," with A-shares appearing to follow external markets but showing distinct internal trends, particularly in the number and height of consecutive board stocks being limited [1] - The World Robot Conference 2025 will be held from August 8 to 12 in Beijing, focusing on themes of intelligence in robotics and featuring over 200 domestic and international robot companies, including more than 50 humanoid robot manufacturers [1] - The Ministry of Industry and Information Technology announced the implementation of the "AI+" initiative, targeting key manufacturing sectors to accelerate the development of humanoid robots and intelligent terminal products [1] Group 2 - The three major indices opened higher, with most stocks rising, particularly in sectors like ground weaponry, steel, and gaming, while sectors like industrial internet and e-commerce performed poorly [3] - PEEK material concept stocks surged, with Weike Technology rising over 14%, indicating a trend towards lightweight humanoid robots, supported by stable supply chains for components like motors and sensors [3] - The military industry sector continued to perform strongly, with companies like Great Wall Military Industry and North China Long Dragon reaching historical highs, driven by improving fundamentals and expected order announcements [3] Group 3 - The Shanghai Composite Index showed a mixed performance, fluctuating around the 3600-point mark, with a notable lack of significant upward movement in individual stocks [5] - The market narrative shifted to a "bad news is good news" logic, as weak economic data increased expectations for a Federal Reserve rate cut, positively impacting domestic assets [5] - The ChiNext Index experienced volatility, with market direction becoming difficult to predict, reflecting a return to a chaotic state after recent policy-driven fluctuations [5] Group 4 - On the day, 3190 stocks rose while 1759 fell, indicating a general upward trend in the market, with 45 stocks hitting the daily limit up [11] - The leading sectors included robotics, PEEK materials, and consumer electronics, while sectors like traditional Chinese medicine and AI applications lagged behind [11]

Market Overview - The Shanghai Composite Index has once again surpassed the 3600-point mark, showing a strong performance in the A-share market, while the ChiNext Index has shown relative weakness [1][3] - As of noon, the Shanghai Composite Index rose by 0.53% to 3602.13, while the Shenzhen Component Index increased by 0.14% to 11056.69, and the ChiNext Index fell by 0.26% to 2328.36 [4] Sector Performance - In terms of sector performance, the PEEK materials concept saw significant gains, with stocks like Huami New Materials rising over 20%, and Xinhang New Materials hitting a 20% limit up [5][6] - Other sectors that performed well include comprehensive, steel, real estate, banking, and agriculture, while sectors such as computer, pharmaceutical, and communication saw declines [4] Notable Stocks - Huami New Materials experienced a rise of 20.23%, while Xinhang New Materials reached a limit up of 20% [6] - Nanjing Julong increased by 13.63%, and Zhongxin Fluorine Materials also hit a limit up [5][6] Convertible Bonds - The convertible bonds related to stocks that hit the 20% limit up also experienced similar gains, indicating strong investor interest [1][9] Hong Kong Market - In the Hong Kong market, Xindong Company saw a significant increase of over 26% during trading [2][12] - The company announced an expected revenue of no less than RMB 3.05 billion for the first half of the year, representing a year-on-year increase of approximately 37% [15] Financial Performance - Xindong Company also projected a net profit of no less than RMB 790 million for the same period, reflecting a year-on-year increase of about 215% [15] - The revenue growth is attributed to strong performance from self-developed games and improvements in advertising algorithms [15]

Group 1: A-Share Market Performance - The Shanghai Composite Index has once again surpassed the 3600-point mark, showing a relatively strong performance in the A-share market on August 5 [1][3] - The PEEK materials concept has seen significant gains, with Huami New Materials rising over 20%, and Xinhan New Materials hitting the 20% daily limit [1][3] - Other notable performers include Nanjing Julong, which increased by over 13%, and Zhongxin Fluorine Materials, which also reached the daily limit [1][3] Group 2: Convertible Bonds and Stock Performance - Dongjie Intelligent has experienced a continuous "20cm" daily limit increase for three consecutive trading days, along with its corresponding convertible bond [5][6] - The company announced a potential change in actual control due to a transfer of fund shares by its major shareholder, which is still in the planning stage and carries uncertainty [6] - Dongjie Intelligent also disclosed a significant overseas order worth 37.09 million Malaysian Ringgit, approximately 62.5 million RMB, which is expected to positively impact its business performance [7] Group 3: Hong Kong Market Highlights - In the Hong Kong market, Xindong Company saw a substantial increase of over 26% during trading [2][9] - The company anticipates a revenue of no less than 3.05 billion RMB for the first half of the year, representing a year-on-year increase of approximately 37% [10] - The expected net profit for the same period is projected to be no less than 790 million RMB, reflecting a year-on-year increase of about 215% [10]

Core Viewpoint - The A-share market shows a certain degree of differentiation, with the Shanghai Composite Index performing relatively strong, breaking through the 3600-point mark again, while the ChiNext Index shows weaker performance [2][4]. Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.53% to 3602.13 points, the Shenzhen Component Index increased by 0.14% to 11056.69 points, while the ChiNext Index fell by 0.26% to 2328.36 points [4][5]. - The PEEK materials concept saw significant gains, with stocks like Huami New Materials rising over 20%, and Xinhang New Materials hitting a 20% limit up [2][6]. Sector Performance - In terms of sector performance, industries such as comprehensive, steel, real estate, banking, and agriculture showed notable gains, while sectors like computer, pharmaceutical, and communication experienced declines [5]. Notable Stocks - Huami New Materials saw a rise of 20.23%, with a market cap of 3.998 billion [7]. - Xinhang New Materials reached a limit up, with a market cap of 6.497 billion [7]. - Nanjing Julong increased by 13.63%, with a market cap of 4.116 billion [7]. - Zhongxin Fluorine Materials also hit a limit up [6]. Convertible Bonds - Dongjie Intelligent and its corresponding convertible bond, Dongjie Convertible Bond, both experienced a continuous 20% limit up for three consecutive trading days [9][11]. Overseas Orders - Dongjie Intelligent announced it received an overseas order worth 37.09 million Malaysian Ringgit, approximately 62.5 million RMB, which is expected to positively impact its business performance [12]. Hong Kong Market - In the Hong Kong market, Xindong Company saw a significant rise of over 26% [13][14]. - Xindong Company projected a revenue of no less than 3.05 billion RMB for the first half of the year, a year-on-year increase of approximately 37%, and a net profit of no less than 790 million RMB, a year-on-year increase of about 215% [16].

奇正藏药跌停。 连板股方面，*ST亚振5连板，中马传动5天4板，倍加洁、文科股份4连板，长城军工4天3板，*ST岩石 （维权）3连板，良信股份、*ST高鸿（维权）4天2板，*ST南置3天2板，国机精工、吉视传媒等2连 板，马钢股份、新泉股份等涨停。 8月5日午间，A股半日下来共有45只涨停股、1只跌停股。复合集流体概念活跃，元琛科技涨停；PEEK 材料概念走强，中欣氟材、新瀚新材涨停。 ...

【PEEK材料概念持续走高 中欣氟材直线涨停】智通财经8月5日电，PEEK材料概念持续爆发，中欣氟 材直线拉升封涨停，华密新材涨超20%，新瀚新材、南京聚隆、中研股份、富恒新材、聚赛龙等快速跟 涨。消息面上，国盛证券研报指出，第三代Optimus新的设计思路是更轻、更易于量产、更仿生。对应 的具体变化包括在传动件、外壳、支撑件等更多部位使用peek等轻量化材料。 转自：智通财经 ...

8月5日，A股小幅高开，早盘三大股指集体上涨，PEEK材料概念股活跃，军工股再度走强，生物科技、券商等板块拉升。 港股亦高开，早盘恒指、恒科指走强，生物科技板块上涨，军工板块活跃。债市方面，国债期货集体走低。商品方面，国 内商品期货分化，多晶硅涨超2%，焦煤涨1%，玻璃、碳酸锂等下跌。核心市场走势： 商品：国内商品期货分化。截至发稿，多晶硅涨近3%，焦煤涨超2%，集运指数、橡胶、热卷板涨超1%，螺纹 钢、工业硅、铁矿石、焦炭等走高。玻璃跌超1%，鸡蛋、红枣、纸浆、锰硅、碳酸锂等下跌。 | 44,85 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 ▲ | | --- | --- | --- | --- | --- | --- | | FG509 | 玻璃2509 | 1441 | 1065 | -19 | -1.75% | | 1D2509 | 鸡蛋2509 | | 3362 | -32 | -0.94% | | Cleoa | 红枣2509 | MM | 0690 | -100 | -1.02% | | SP2509 | 纸浆2509 | | 5146 | -24 | -0.46% | | SM509 ...