金融界消息 截至2025年8月5日收盘，哈投股份（600864）报收于6.82元，上涨2.87%，换手率2.97%， 成交量61.87万手，成交金额4.19亿元。 资金流向方面，今日主力资金净流入7326.68万元，占比成交额17.48%。其中，超大单净流入5827.22万 元、占成交额13.9%，大单净流入1499.46万元、占成交额3.58%，中单净流出流出1504.02万元、占成交 额3.59%，小单净流出5822.66万元、占成交额13.89%。 天眼查商业履历信息显示，哈尔滨哈投投资股份有限公司，成立于1994年，位于哈尔滨市，是一家以从 事电力、热力生产和供应业为主的企业。企业注册资本208057.052万人民币，实缴资本76889万人民 币。公司法定代表人为赵洪波。 通过天眼查大数据分析，哈尔滨哈投投资股份有限公司共对外投资了13家企业，参与招投标项目1287 次，此外企业还拥有行政许可21个。 来源：金融界 哈投股份最新一期业绩显示，截至2025一季报，公司营业总收入9.73亿元、同比减少0.85%，归属净利 润1.19亿元，同比减少16.05%，扣非净利润1.06亿元，同比增长2.96%，流 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market activity of Chipone Microelectronics (芯碁微装), indicating a positive trend in both stock price and revenue growth [1][3] - As of August 5, 2025, Chipone Microelectronics' stock closed at 120.5 yuan, reflecting a 5.09% increase with a trading volume of 99,900 lots and a transaction amount of 1.175 billion yuan [1] - The company reported total revenue of 242 million yuan for Q1 2025, representing a year-on-year growth of 22.31%, and a net profit of 51.87 million yuan, up 30.45% year-on-year [1] Group 2 - The company has a current liquidity ratio of 3.935 and a quick ratio of 2.804, indicating strong short-term financial health, with a debt-to-asset ratio of 25.37% [1] - Chipone Microelectronics has made investments in four external companies and participated in 146 bidding projects, showcasing its active engagement in the market [2] - The company holds 25 trademark registrations and 369 patents, along with 23 administrative licenses, reflecting its commitment to innovation and compliance [2]

来源：上海证券报·中国证券网 | 数据来 | 源：Choice金融终端 | | --- | --- | | 数 | | 据来源：Choice金融终端 数 上证报中国证券网讯 截至8月5日10时40分，申万一级行业板块中，主力资金净流入房地产、通信、钢 铁等板块，其中，房地产、通信板块净流入超7亿元。主力资金净流出医药生物、计算机、机械设备等 板块，其中，医药生物、计算机板块净流出超40亿元。 ...

Core Viewpoint - Huabang Health's stock price remained stable at 4.41 yuan on August 4, with a trading volume of 232,683 hands and a transaction amount of 102 million yuan, indicating steady market interest in the company [1] Company Overview - The company operates in various sectors including pharmaceuticals, agricultural chemicals, and new materials [1] - In the pharmaceutical segment, Huabang Health offers a range of products in dermatology and tuberculosis, including the compound camphor ointment which provides mosquito repellent and itch relief [1] - The company also produces antihistamine medications such as levocetirizine hydrochloride tablets, which help alleviate skin itching [1] Recent Developments - On August 3, the company confirmed on its investor interaction platform that medication for chikungunya patients should be determined by professional medical personnel, and reiterated the mosquito repellent efficacy of the compound camphor ointment [1] - On August 4, the net inflow of main funds was 5.38 million yuan, with a cumulative net inflow of 21.42 million yuan over the past five days, reflecting positive investor sentiment [1]

资金流向方面，今日主力资金净流入的科创板股共有243只，其中，4只个股主力资金净流入超亿元，海 光信息主力资金净流入3.98亿元，净流入资金居首；芯原股份、寒武纪紧随其后，全天净流入资金分别 为1.98亿元、1.89亿元。主力资金净流出的有344只，净流出资金最多的是瑞可达，该股今日上涨 4.84%，全天主力资金净流出2.39亿元，其次是电气风电、金盘科技，主力资金净流出分别为1.26亿 元、1.16亿元。 证券时报•数据宝统计显示，今日科创板个股上涨的有478只，涨停的有南模生物、兴图新科等4只，下 跌的有107只。 从主力资金连续性进行观察，共有40只个股主力资金连续3个交易日以上持续净流入，连续流入天数最 多的是科汇股份，该股已连续9个交易日净流入；连续净流入天数较多的还有博汇科技、华润微等，主 力资金分别连续流入8天、8天。主力资金连续流出的个股有151只，连续流出天数最多的是ST逸飞，该 股已连续16个交易日净流出；连续净流出天数较多的还有亿华通、哈铁科技等，主力资金分别连续流出 13天、12天。（数据宝） 主力资金净流入排名 沪深两市全天主力资金净流入6949.86万元，其中，科创板主力资金净流出 ...

主力资金净流出的行业有20个，计算机行业主力资金净流出规模居首，今日上涨0.62%，全天净流出资 金24.79亿元，其次是医药生物行业，今日涨幅为0.53%，净流出资金为16.85亿元，净流出资金较多的 还有非银金融、社会服务、建筑装饰等行业。 今日各行业资金流向 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 国防军工 | 3.06 | 43.66 | 食品饮料 | 0.19 | -2.14 | | 机械设备 | 1.93 | 32.65 | 公用事业 | 0.34 | -2.45 | | 银行 | 0.75 | 19.67 | 轻工制造 | 0.67 | -3.27 | | 有色金属 | 1.87 | 18.13 | 传媒 | 1.28 | -3.34 | | 汽车 | 0.87 | 5.66 | 房地产 | 0.08 | -3.66 | | 家用电器 | 0.82 | 5.56 | 电子 | 0.87 | -4.83 | | 电力设备 | 0.71 | 1.73 | ...

资金面上看，两市主力资金全天净流入6949.86万元，今日有11个行业主力资金净流入，国防军工行业 主力资金净流入规模居首，该行业今日上涨3.06%，全天净流入资金43.66亿元，其次是机械设备行业， 日涨幅为1.93%，净流入资金为32.65亿元。 主力资金净流出的行业有20个，计算机行业主力资金净流出规模居首，全天净流出资金24.79亿元，其 次是医药生物行业，净流出资金为16.85亿元，净流出资金较多的还有非银金融、社会服务、建筑装饰 等行业。 沪指8月4日上涨0.66%，申万所属行业中，今日上涨的有26个，涨幅居前的行业为国防军工、机械设 备，涨幅分别为3.06%、1.93%。跌幅居前的行业为商贸零售、石油石化，跌幅分别为0.46%、0.36%。 石油石化行业位居今日跌幅榜第二。 石油石化行业今日下跌0.36%，全天主力资金净流出5898.48万元，该行业所属的个股共47只，今日上涨 的有30只；下跌的有16只。以资金流向数据进行统计，该行业资金净流入的个股有19只，其中，净流入 资金超千万元的有5只，净流入资金居首的是宇新股份，今日净流入资金3657.42万元，紧随其后的是荣 盛石化、中国石油，净流 ...

Market Overview - The Shanghai Composite Index rose by 0.66% on August 4, with 26 out of 28 sectors experiencing gains, led by the defense and military industry at 3.06% and machinery equipment at 1.93% [1] - The computer industry also saw an increase of 0.62% [1] Capital Flow - The net inflow of capital in the two markets was 69.49 million yuan, with 11 sectors receiving net inflows [1] - The defense and military industry had the highest net inflow of 4.366 billion yuan, followed by the machinery equipment sector with a net inflow of 3.265 billion yuan [1] - Conversely, 20 sectors experienced net outflows, with the computer industry leading at a net outflow of 2.479 billion yuan, followed by the pharmaceutical and biological sector with a net outflow of 1.685 billion yuan [1] Computer Industry Performance - Within the computer industry, 335 stocks were tracked, with 250 stocks rising and 80 stocks declining [2] - The top three stocks with the highest net inflow were Yunding Technology (2.86 billion yuan), Zhejiang University Network New (2.06 billion yuan), and Jinxi Modern (1.89 billion yuan) [2] - The stocks with the highest net outflow included Hikvision (5.67 billion yuan), Hengsheng Electronics (2.91 billion yuan), and Guiding Compass (2.77 billion yuan) [2] Computer Industry Capital Inflow - The top stocks in terms of capital inflow included: - Yunding Technology: +5.98%, 27.46% turnover, 286.16 million yuan inflow - Zhejiang University Network New: +5.94%, 17.29% turnover, 206.36 million yuan inflow - Jinxi Modern: +19.96%, 33.73% turnover, 188.86 million yuan inflow [2] Computer Industry Capital Outflow - The top stocks in terms of capital outflow included: - Hikvision: -1.86%, 1.25% turnover, -566.93 million yuan outflow - Hengsheng Electronics: -1.91%, 3.62% turnover, -290.52 million yuan outflow - Guiding Compass: -0.93%, 4.74% turnover, -277.16 million yuan outflow [4]

Core Insights - The Shanghai Composite Index rose by 0.66% on August 4, with 26 out of 28 sectors experiencing gains, particularly in defense and military industry, which increased by 3.06%, and machinery equipment, which rose by 1.93% [1] - The net inflow of capital in the two markets was 69.49 million yuan, with 11 sectors seeing net inflows, led by the defense and military industry with a net inflow of 4.366 billion yuan [1] Industry Summary - The machinery equipment sector saw a rise of 1.93% with a total net inflow of 3.265 billion yuan, where 462 out of 530 stocks in this sector increased in value, and 11 stocks hit the daily limit [2] - The top three stocks with the highest net inflow in the machinery equipment sector were: - Shanhe Intelligent: 494 million yuan - Wuzhou Xinchun: 349 million yuan - Changsheng Bearing: 344 million yuan [2] - The machinery equipment sector had 6 stocks with net outflows exceeding 50 million yuan, with the largest outflows from: - Robotech: 113 million yuan - Sany Heavy Industry: 55.9 million yuan - CRRC: 55.6 million yuan [2][4] Capital Flow Analysis - The top gainers in the machinery equipment sector included: - Shanhe Intelligent: +10.01% with a turnover rate of 14.29% - Wuzhou Xinchun: +10.00% with a turnover rate of 10.49% - Changsheng Bearing: +8.88% with a turnover rate of 15.49% [2] - The top losers in the machinery equipment sector included: - Robotech: -1.26% with a turnover rate of 3.55% - Sany Heavy Industry: -0.46% with a turnover rate of 0.53% - CRRC: 0.00% with a turnover rate of 0.26% [4]

Core Viewpoint - On August 4, Aoyang Health's stock closed at 4.25 yuan, up 3.41%, with a rolling PE ratio of 114.91, marking a new low in 35 days, and a total market capitalization of 3.254 billion yuan [1] Company Summary - Aoyang Health's main business includes medical services, pharmaceutical distribution, and biotechnology, with key products being medical services and pharmaceutical logistics [1] - The company has received several honors, including third place in the 7th National Hospital Quality Circle Competition and recognition as a demonstration hospital for improving medical services [1] - Aoyang Hospital has signed a contract with the China Trauma Rescue Alliance to enhance its trauma rescue capabilities, significantly reducing mortality and disability rates among severely injured patients [1] - The company ranked 32nd in the non-public hospital top 100 list published by the Alipay Hospital Management Research Center and is second among county-level non-public hospitals nationwide [1] Industry Summary - The average PE ratio for the medical services industry is 47.79, with a median of 59.03, placing Aoyang Health at 39th in the industry ranking [2] - The latest quarterly report for Q1 2025 shows Aoyang Health achieved revenue of 452 million yuan, a year-on-year decrease of 22.27%, and a net profit of 18.4992 million yuan, down 39.82%, with a gross profit margin of 15.09% [2] - Comparatively, the industry average PE (TTM) is 47.79, while Aoyang Health's PE (TTM) stands at 114.91, indicating a significant premium over the industry average [2]