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收评:沪指涨0.66%,医药、银行板块上扬,军工板块爆发
4日,两市股指午后发力走高,科创50指数涨超1%,场内近3900股飘红。 截至收盘,沪指涨0.66%报3583.31点,深证成指涨0.46%报11041.56点,创业板指涨0.5%报2334.32点, 科创50指数涨1.22%,北证50指数涨近1%,沪深北三市合计成交15184亿元。 盘面上看,保险、零售、旅游板块走低;军工板块爆发,汽车、有色、半导体等板块拉升,医药、银行 等板块上扬,工业母机、大飞机、人形机器人概念等活跃。 招商证券指出,8月中上旬,在前期市场明显上涨后,进入业绩披露月。整体来看,上市公司业绩喜忧 参半,部分涨幅比较大的偏主题概念类股票面临业绩披露前的调整压力。而8月下旬业绩披露靴子落地 后,重新进入业绩真空期状态。8月上旬,对于中美关税冲突升温的担忧可能一直反复,但是到8月12日 前后,新一轮关税事件节点落地后,更加临近大阅兵和四中全会,风险偏好有望重新恢复。从中期的角 度来看,半年报有望确认上市公司整体自由现金流改善的逻辑,强化重估A股的逻辑;同时,市场目前 站上扭亏阻力位,盈利效应积累后,场外增量资金在持续流入,最终,A股在8月走出先抑后扬,创下 新高的可能性比较大。 (文章来源:证 ...
午评:沪指涨0.2%,银行板块上扬,工业母机概念等活跃
Market Overview - The Shanghai Composite Index experienced a slight increase of 0.2%, closing at 3567.02 points, while the Shenzhen Component Index and the ChiNext Index saw declines of 0.28% and 0.49% respectively, with a total trading volume of 932.4 billion yuan across the three major markets [1]. Sector Performance - Sectors such as automobiles, banking, non-ferrous metals, and semiconductors showed upward movement, while industries like military, industrial machinery, and gold concepts were active. Conversely, the pharmaceutical, insurance, and brokerage sectors faced declines [1]. Industry Trends - According to Everbright Securities, since July, the A-share market has been fluctuating upwards. The steel, pharmaceutical, and building materials sectors have shown significant gains, while dividend-oriented sectors like banking and public utilities have underperformed [1]. Market Drivers - The recent market uptrend is driven by improvements in fundamentals, the gradual implementation of "anti-involution" policies, and the easing of overseas risk factors. The current market is characterized by rotational rebound, with some industries lagging behind but historically showing strong potential for future gains [1]. Investment Recommendations - It is suggested to focus on primary industries such as machinery and electrical equipment, as well as secondary industries like engineering machinery, chemical fibers, automation equipment, and commercial vehicles, which have a relatively high probability of rebound in the future [1].
沪指涨0.2% 军工、银行板块走强
人民财讯8月4日电,A股三大指数午间收盘涨跌不一,上证指数涨0.2%,深证成指跌0.28%,创业板指 跌0.49%。盘面上,国防军工板块大涨,爱乐达、长城军工、航天电子等多股涨停,北方长龙、万里马 等涨超10%。银行股走强,农业银行盘中涨超2%续创历史新高。半导体板块走强,华虹公司涨超6%创 历史新高。创新药概念走低,科兴制药跌逾10%。工业母机、黄金概念、人形机器人概念等板块也涨幅 居前,商业连锁、教育、光伏等板块跌幅居前。全市场个股涨多跌少,超2700股上涨,成交金额约9300 亿元。 ...
工业母机ETF(159667)盘中涨超1.1%,机械设备行业表现稳健
Mei Ri Jing Ji Xin Wen· 2025-08-04 03:49
Group 1 - The mechanical equipment industry is showing stable performance, with long-term demand supported by the commencement of hydropower projects, leading to a rapid growth in demand for drilling rigs as core construction equipment [1] - In the automation equipment sector, Tesla's Optimus Gen3 is expected to launch this year and enter mass production next year, while domestic company Fourier is introducing the medical care robot GR-3, indicating that advancements in humanoid robot technology will accelerate deployment across multiple scenarios [1] - The global robotics market is projected to exceed $400 billion by 2029, with China accounting for nearly 50% and a compound annual growth rate of approximately 15%, positioning it as a core growth engine [1] Group 2 - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects listed companies involved in machine tool manufacturing and related technology development from the Chinese A-share market, reflecting the overall performance of the machine tool industry [1] - The China Securities Machine Tool Index has high industry representativeness and focuses on the industrial machinery sector, effectively reflecting the market value and technological strength of related enterprises [1] - Investors without stock accounts can consider the Guotai China Securities Machine Tool ETF Initiated Link A (017471) and Guotai China Securities Machine Tool ETF Initiated Link C (017472) [1]
外围突发利空!下周A股会怎么走?
Mei Ri Jing Ji Xin Wen· 2025-08-03 11:42
本周,大盘再创本轮行情的新高。不过,就在大家对行情寄予更高期望之时,上证指数却迎来了连续两 天的调整。周五收盘后,美国非农数据不及预期,导致美股大幅调整。 大盘已调整两天,外围市场又传来利空,下周还会延续调整吗?8月份,应该注意什么?今天,达哥和 牛博士就大家关心的问题进行讨论。 牛博士:达哥,你好,又到了我们周末聊行情的时间。你在上周日说,从历史来看,在突破重要压力位 之前会有一波回调。本周大盘已经回调了两个交易日,这是否就是你说的回调一波的情况?美国非农数 据不及预期,导致美股大幅调整,这个消息是否会加剧A股的调整进程?对于8月份的行情,你又是如 何看待的? 道达:美国7月非农新增就业人数骤降至7.3万人,创下最近9个月以来的最低纪录,而市场预期是10.4万 人。另外,5月和6月的非农新增就业人数被大幅下修,由原先的14.4万、14.7万分别修正为1.9万、1.4 万。经过此次修正,5月和6月的新增就业减少了25.8万。 这个消息出来后,美股大幅调整,美股三大指数跳空下跌,跌幅在1.23%至2.24%之间,其中,纳斯达 克指数的跌幅最大,跌幅达到2.24%。 这对A股有何影响呢? 如果没有诸多的中长期政策 ...
工业母机ETF(159667)上一交易日资金小幅流入,人形机器人及自动化需求推动工业母机板块
Mei Ri Jing Ji Xin Wen· 2025-08-01 10:25
Group 1 - The mechanical sector showed an upward trend in July, with solid-state battery equipment, humanoid robots, construction machinery, and shield machines performing well [1] - The construction machinery industry continues to recover, with excavator sales increasing by 13.3%, loader sales by 11.3%, and forklift sales by 23.1% year-on-year in June, driven by domestic equipment renewal policies and export demand [1] - The production of industrial robots increased by 37.9% year-on-year in June, indicating significant investment value in the industry chain due to the upward cycle and the catalyst of humanoid robots [1] Group 2 - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects listed companies involved in machine tool manufacturing and related fields to reflect the overall performance of the machine tool industry chain [1] - The China Securities Machine Tool Index emphasizes the industry's technological development level and market trends, serving as an important indicator of the development status of China's machine tool manufacturing industry [1] - Investors without stock accounts can consider the Guotai China Securities Machine Tool ETF Initiated Link A (017471) and Guotai China Securities Machine Tool ETF Initiated Link C (017472) [1]
工业母机ETF(159667)盘中净流入近5000万份!机构表示工业母机行业周期向上
Mei Ri Jing Ji Xin Wen· 2025-07-31 06:34
Core Viewpoint - The industrial mother machine ETF (159667) is experiencing significant capital inflow, indicating strong investor interest in industrial mother machine assets [1] Group 1: Market Dynamics - The machine tool industry is on an upward cycle driven by both replacement demand and new updates [1] - The domestic market for mid-to-high-end machine tools has a low localization rate, suggesting ample room for replacement [1] - Policy support from central and local governments is enhancing the ecosystem through tax incentives, special subsidies, talent development, and open scenarios [1] Group 2: Performance Indicators - Short-term performance is showing marginal improvement [1] - The industrial mother machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which includes listed companies involved in machine tool assembly and key components [1] - The index reflects the overall performance of listed companies in the machine tool industry, covering sectors such as CNC machine tools and industrial mother machines [1]
宇晶股份股价下跌2.73% 董秘计划减持14.79万股
Jin Rong Jie· 2025-07-30 18:55
Company Overview - Yujing Co., Ltd. focuses on the research, production, and sales of precision CNC machine tools, with applications in consumer electronics, automotive manufacturing, and semiconductors [1] - The company operates within the general equipment industry, involving concepts such as industrial mother machines and semiconductors [1] Stock Performance - As of July 30, 2025, Yujing's stock price closed at 27.10 yuan, reflecting a decline of 2.73% from the previous trading day [1] - The trading volume on that day was 1.45 billion yuan, with a turnover rate of 4.02% [1] Shareholder Activity - On July 29, Yujing announced that its Vice General Manager and Board Secretary, Zhou Bo, plans to reduce his holdings by no more than 147,900 shares, which represents 0.0720% of the company's total equity, due to personal financial needs [1] - On July 30, the net outflow of main funds from Yujing amounted to 23.39 million yuan, accounting for 0.65% of the circulating market value [1]
董事因被列为失信被执行人请辞 工业母机概念股汇洲智能被责令整改
Mei Ri Jing Ji Xin Wen· 2025-07-29 09:01
Core Viewpoint - Huizhou Intelligent (002122.SZ) faces governance challenges following the resignation of director Chen Youde, who was identified as a dishonest executor by the court, raising concerns about the company's leadership and compliance with regulations [1][4]. Group 1: Company Governance - Chen Youde submitted his resignation due to being recognized as a dishonest executor by the court, and he will not hold any position in the company or its subsidiaries post-resignation [1]. - The Zhejiang Securities Regulatory Bureau mandated Huizhou Intelligent to rectify governance issues due to Chen's status, which violates regulations regarding the eligibility of directors and senior management [4][5]. - Huizhou Intelligent has received administrative regulatory measures from the Zhejiang Securities Regulatory Bureau for the second time this year, indicating ongoing compliance issues [5]. Group 2: Shareholding and Financial Status - Chen Youde holds a significant stake in several companies, including a 50% share in Zhida Power, which has faced multiple lawsuits and restrictions on high consumption [2][3]. - Huizhou Intelligent's controlling shareholder, Sihuo Juliy Information Technology Group, holds 12.17% of the company, with no single shareholder able to control it independently [2]. - As of June 24, Sihuo Juliy pledged 10.4 million shares of Huizhou Intelligent, representing 5.18% of the total share capital, indicating potential financial strain [2][3].
纽威数控涨2.98%,成交额1.55亿元,今日主力净流入-301.32万
Xin Lang Cai Jing· 2025-07-29 08:33
来源:新浪证券-红岸工作室 7月29日,纽威数控涨2.98%,成交额1.55亿元,换手率2.35%,总市值66.31亿元。 异动分析 工业母机+新能源汽车+高端装备+长三角一体化+人形机器人 1、公司主营业务是中高档数控机床的研发、生产及销售。主要产品是定柱式龙门加工中心系列、动柱 式龙门加工中心系列、五轴联动龙门加工中心系列、五轴立式加工中心系列、高速型立式加工中心系 列、电主轴立式加工中心系列、重切型立式加工中心系列、动柱型立式加工中心系列、门型立式加工中 心系列、数控立式车床系列、高速型卧式加工中心系列、重切型卧式加工中心系列、高效型卧式加工中 心系列、斜床身数控卧式车床系列、平床身数控卧式车床系列、其他机床。 2、2023年10月31日互动易:公司在新能源汽车领域进行了深入布局拓展,已有40多款产品适合用于新 能源汽车,例如卧车、立车针对新能源汽车电机轴、电机壳类零件加工;立式加工中心针对新能源汽车 的电驱控制器壳体、散热片组、轮毂等零件加工;卧式加工中心针对变速箱壳体的高速高效率零件加工 等。此外,公司高度重视相关赛道,已成立新能源汽车专项小组,致力于效率更高、成本更低的专机研 发。 3、纽威数控自 ...