（原标题：主力资金丨光伏概念股获主力资金大手笔净买入） 8个行业获主力资金净流入。 据证券时报·数据宝统计，今日（8月1日）沪深两市主力资金净流出242.36亿元，其中创业板净流出113.97亿元，沪深300成份股净流出37.24亿元。 行业板块方面，申万一级有15个行业上涨，环保和传媒行业涨幅居前，均超0.8%；轻工制造、计算机、电力设备和家用电器行业涨幅居前，均在 0.5%及以上。16个下跌行业中，石油石化行业跌幅居首，为1.79%；国防军工、钢铁和通信行业跌幅居前，均超1%。 从资金流向来看，申万一级行业中，8个行业获主力资金净流入。电力设备行业净流入金额居首，达7.73亿元；银行和交通运输行业净流入均超5 亿元，还有家用电器、建筑装饰、石油石化和钢铁等行业净流入金额居前。 23个主力资金净流出的行业中，电子行业净流出金额居首，为63.69亿元；通信、机械设备、计算机和有色金属行业净流出金额均超18亿元。 光伏概念股获主力资金净流入居首 从个股来看，48股主力资金净流入均超1亿元，其中15股净流入均超2亿元。 光伏概念股捷佳伟创主力资金净流入5.81亿元，居首，净流入额创2018年8月20日以来新高，股 ...

Group 1 - The core viewpoint of the news is that Yipin Hong (300723) has experienced a decline in stock price and significant decreases in revenue and profit in its latest financial report [1] - As of August 1, 2025, Yipin Hong's stock closed at 75.72 yuan, down 2.37%, with a trading volume of 111,400 hands and a transaction amount of 868 million yuan [1] - The company's latest quarterly report shows total revenue of 377 million yuan, a year-on-year decrease of 39.48%, and a net profit attributable to shareholders of 56.59 million yuan, down 43.70% year-on-year [1] Group 2 - Yipin Hong has made investments in 12 companies and participated in 2 bidding projects, indicating active engagement in business expansion [2] - The company holds 308 trademark registrations and 16 patents, reflecting its focus on intellectual property [2] - Yipin Hong has 9 administrative licenses, which may enhance its operational capabilities [2]

盘后数据出炉。 8月1日，A股市场整体下跌。截至收盘，上证指数报3559.95点，下跌0.37%；深证成指报10991.32点，下跌0.17%；创 业板指报2322.63点，下跌0.24%。两市合计成交15983.51亿元，较上一交易日减少3376.85亿元。 1. 两市主力资金净流出超240亿元 今日沪深两市主力资金开盘净流出92.88亿元，尾盘净流入8.12亿元，两市全天主力资金净流出242.36亿元。 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2025-8-1 | -242.36 | -92. 88 | 8. 12 | -131.11 | | 2025-7-31 | -300. 80 | -21. 65 | -94.92 | -106. 03 | | 2025-7-30 | -529.00 | -140. 23 | -15. 26 | -253. 30 | | 2025-7-29 | -272. 18 | -181.52 | 1 ...

Group 1 - The core viewpoint of the news is that Mingyang Smart Energy (601615) has shown a positive stock performance with a closing price of 11.26 yuan, reflecting a 1.44% increase as of August 1, 2025 [1] - The company reported a total operating revenue of 7.704 billion yuan for Q1 2025, representing a year-on-year growth of 51.78% [1] - The net profit attributable to shareholders was 302 million yuan, showing a slight decrease of 0.70% year-on-year, while the non-recurring net profit was 287 million yuan, down 1.35% year-on-year [1] Group 2 - Mingyang Smart Energy Group was established in 2006 and is primarily engaged in the manufacturing of general equipment, with a registered capital of approximately 2.271 billion yuan [2] - The company has made investments in 145 enterprises and participated in 2,410 bidding projects, indicating a strong presence in the market [2] - The company holds 51 trademark registrations and 1,828 patents, along with 126 administrative licenses, showcasing its commitment to innovation and compliance [2]

Core Points - The stock price of Xiangfenghua (300890) closed at 30.66 yuan on August 1, 2025, with an increase of 1.36% and a turnover rate of 7.33% [1] - The company reported a total revenue of 688 million yuan for the first half of 2025, a year-on-year decrease of 2.80%, and a net profit attributable to shareholders of 2.95 million yuan, down 107.70% year-on-year [1] - The company has a current ratio of 1.738, a quick ratio of 1.117, and a debt-to-asset ratio of 52.06% [1] Financial Data - The net inflow of main funds today was 12.08 million yuan, accounting for 4.95% of the total transaction amount [1] - The company experienced a net outflow of 17.95 million yuan from medium-sized orders, while small orders saw a net inflow of 5.87 million yuan [1] - The company's non-recurring net profit was 14.80 million yuan, reflecting a year-on-year decrease of 159.65% [1] Company Overview - Xiangfenghua Technology Co., Ltd. was established in 2009 and is located in Shanghai, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has invested in 10 external enterprises and holds 73 patents along with 2 trademark registrations [2] - The registered capital of the company is approximately 1.09 billion yuan, with a paid-in capital of 60 million yuan [1][2]

山科智能最新一期业绩显示，截至2025一季报，公司营业总收入1.11亿元、同比减少17.62%，归属净利 润939.51万元，同比减少43.28%，扣非净利润818.98万元，同比减少46.93%，流动比率3.634、速动比率 2.870、资产负债率18.22%。 天眼查商业履历信息显示，杭州山科智能科技股份有限公司，成立于1999年，位于杭州市，是一家以从 事仪器仪表制造业为主的企业。企业注册资本10048.664万人民币，实缴资本10048.664万人民币。公司 法定代表人为钱炳炯。 通过天眼查大数据分析，杭州山科智能科技股份有限公司共对外投资了18家企业，参与招投标项目1399 次，知识产权方面有商标信息4条，专利信息113条，此外企业还拥有行政许可79个。 金融界消息 截至2025年8月1日收盘，山科智能（300897）报收于27.3元，上涨3.02%，换手率4.79%， 成交量4.20万手，成交金额1.14亿元。 资金流向方面，今日主力资金净流入1637.28万元，占比成交额14.42%。其中，超大单净流入278.47万 元、占成交额2.45%，大单净流入1358.81万元、占成交额11.97%，中 ...

通过天眼查大数据分析，航天工业发展股份有限公司共对外投资了23家企业，参与招投标项目7次，此 外企业还拥有行政许可4个。 来源：金融界 航天发展最新一期业绩显示，截至2025一季报，公司营业总收入2.90亿元、同比减少33.09%，归属净利 润18105.49万元，同比减少3.34%，扣非净利润18418.80万元，同比减少1.84%，流动比率1.336、速动比 率0.887、资产负债率47.78%。 天眼查商业履历信息显示，航天工业发展股份有限公司，成立于1993年，位于福州市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资本159846.8269万人民币，实缴资本3122万人民币。公司 法定代表人为胡庆荣。 金融界消息 截至2025年8月1日收盘，航天发展（000547）报收于8.1元，下跌0.49%，换手率2.72%，成 交量43.14万手，成交金额3.51亿元。 资金流向方面，今日主力资金净流入3318.01万元，占比成交额9.44%。其中，超大单净流入3040.68万 元、占成交额8.65%，大单净流入277.33万元、占成交额0.79%，中单净流出流出546.70万元、占成交额 1.56 ...

Group 1 - The core viewpoint of the news is that Kangtai Biological has shown a significant increase in revenue but a notable decrease in net profit in its latest quarterly report [1] - As of August 1, 2025, Kangtai Biological's stock closed at 17.59 yuan, with a trading volume of 258,200 hands and a transaction amount of 458 million yuan [1] - The company experienced a net inflow of main funds amounting to 16.26 million yuan, representing 3.55% of the transaction amount, with large orders contributing significantly to this inflow [1] Group 2 - For the first quarter of 2025, Kangtai Biological reported total operating revenue of 645 million yuan, a year-on-year increase of 42.85%, while net profit attributable to shareholders decreased by 58.51% to 22.43 million yuan [1] - The company's non-recurring net profit was 16.91 million yuan, reflecting a year-on-year growth of 17.56% [1] - Financial ratios indicate a current ratio of 2.677, a quick ratio of 2.365, and a debt-to-asset ratio of 32.07% [1] Group 3 - Kangtai Biological, established in 1992 and located in Shenzhen, primarily engages in the pharmaceutical manufacturing industry [2] - The company has made investments in six enterprises and participated in 1,088 bidding projects [2] - Kangtai Biological holds 13 trademark registrations and 57 patents, along with 418 administrative licenses [2]

金融界消息 截至2025年8月1日收盘，方大特钢（600507）报收于5.94元，上涨1.54%，换手率2.7%，成 交量62.41万手，成交金额3.73亿元。 天眼查商业履历信息显示，方大特钢科技股份有限公司，成立于1999年，位于南昌市，是一家以从事黑 色金属冶炼和压延加工业为主的企业。企业注册资本231318.789万人民币，实缴资本11952万人民币。 公司法定代表人为梁建国。 通过天眼查大数据分析，方大特钢科技股份有限公司共对外投资了30家企业，参与招投标项目3479次， 知识产权方面有商标信息41条，专利信息304条，此外企业还拥有行政许可149个。 来源：金融界 资金流向方面，今日主力资金净流入3135.70万元，占比成交额8.4%。其中，超大单净流入1573.27万 元、占成交额4.21%，大单净流入1562.43万元、占成交额4.18%，中单净流出流入820.02万元、占成交 额2.2%，小单净流出3955.71万元、占成交额10.59%。 方大特钢最新一期业绩显示，截至2025一季报，公司营业总收入43.46亿元、同比减少16.03%，归属净 利润2.50亿元，同比增长167.99%，扣非 ...

证券时报·数据宝统计，今日有7个行业主力资金净流入，24个行业主力资金净流出。资金净流入金额最 大的行业为银行，涨跌幅0.22%，整体换手率0.31%，成交量较前一个交易日变动-12.68%，主力资金净 流量18.47亿元；今日资金净流出最大的行业为电子，涨跌幅-0.93%，整体换手率2.47%，成交量较前一 个交易日变动-22.10%，主力资金净流量-91.77亿元。（数据宝） | 行业名 | 成交量（亿 | 成交量较昨日增减 | 换手率 | 涨跌幅 | 今日主力资金净流入（亿 | | --- | --- | --- | --- | --- | --- | | 称 | 股） | （%） | （%） | （%） | 元） | | 银行 | 41.84 | -12.68 | 0.31 | 0.22 | 18.47 | | 电力设 备 | 64.69 | -7.58 | 2.59 | 0.54 | 12.63 | | 交通运 输 | 31.64 | -24.72 | 0.76 | 0.37 | 5.46 | | 家用电 器 | 13.43 | -16.92 | 1.75 | 0.50 | 2.92 | | 汽车 ...