资金流向方面，今日主力资金净流入4006.68万元，占比成交额10.04%。其中，超大单净流入3559.80万 元、占成交额8.92%，大单净流入446.88万元、占成交额1.12%，中单净流出流出2764.27万元、占成交 额6.93%，小单净流出1242.41万元、占成交额3.11%。 伊戈尔最新一期业绩显示，截至2025一季报，公司营业总收入10.84亿元、同比增长40.04%，归属净利 润4201.74万元，同比减少28.01%，扣非净利润2763.18万元，同比减少47.36%，流动比率1.191、速动比 率0.982、资产负债率54.44%。 天眼查商业履历信息显示，伊戈尔电气股份有限公司，成立于1999年，位于佛山市，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39220.5291万人民币，实缴资本12845.31万人民币。公司 法定代表人为肖俊承。 通过天眼查大数据分析，伊戈尔电气股份有限公司共对外投资了27家企业，参与招投标项目14次，知识 产权方面有商标信息26条，专利信息306条，此外企业还拥有行政许可38个。 来源：金融界 金融界消息 截至2025年8月1日收盘，伊戈尔（ ...

沪指8月1日下跌0.37%，申万所属行业中，今日上涨的有14个，涨幅居前的行业为环保、传媒，涨幅分别为0.88%、0.82%。跌幅居前的行业为石油石化、国防军工，跌幅分别为1.79%、1.47 资金面上看，两市主力资金全天净流出340.62亿元，今日有7个行业主力资金净流入，银行行业主力资金净流入规模居首，该行业今日上涨0.22%，全天净流入资金18.47亿元，其次是电力设备 主力资金净流出的行业有24个，电子行业主力资金净流出规模居首，全天净流出资金91.77亿元，其次是通信行业，净流出资金为39.62亿元，净流出资金较多的还有非银金融、计算机、有色金 电子行业今日下跌0.93%，全天主力资金净流出91.77亿元，该行业所属的个股共465只，今日上涨的有222只，涨停的有4只；下跌的有232只。以资金流向数据进行统计，该行业资金净流入的 电子行业资金流入榜 电子行业资金流出榜 ...

金融界消息 截至2025年8月1日收盘，日盈电子（603286）报收于30.77元，上涨10.01%，换手率 18.41%，成交量21.24万手，成交金额6.47亿元。 天眼查商业履历信息显示，江苏日盈电子股份有限公司，成立于1998年，位于常州市，是一家以从事汽 车制造业为主的企业。企业注册资本11430.3931万人民币，实缴资本5388.72万人民币。公司法定代表人 为是蓉珠。 通过天眼查大数据分析，江苏日盈电子股份有限公司共对外投资了10家企业，参与招投标项目38次，知 识产权方面有商标信息17条，专利信息274条，此外企业还拥有行政许可27个。 来源：金融界 资金流向方面，今日主力资金净流入1.20亿元，占比成交额18.62%。其中，超大单净流入1.55亿元、占 成交额23.93%，大单净流出3435.79万元、占成交额5.31%，中单净流出流出8134.00万元、占成交额 12.57%，小单净流出3915.88万元、占成交额6.05%。 日盈电子最新一期业绩显示，截至2025一季报，公司营业总收入2.44亿元、同比增长24.60%，归属净利 润740.40万元，同比减少229.87%，扣非净利润9 ...

金融界消息 截至2025年8月1日收盘，誉衡药业（002437）报收于4.04元，上涨8.89%，换手率22.96%， 成交量482.38万手，成交金额19.13亿元。 天眼查商业履历信息显示，哈尔滨誉衡药业股份有限公司，成立于2000年，位于哈尔滨市，是一家以从 事医药制造业为主的企业。企业注册资本227051.395万人民币，实缴资本10500万人民币。公司法定代 表人为国磊峰。 通过天眼查大数据分析，哈尔滨誉衡药业股份有限公司共对外投资了19家企业，参与招投标项目423 次，知识产权方面有商标信息701条，专利信息28条，此外企业还拥有行政许可9个。 来源：金融界 资金流向方面，今日主力资金净流入1.97亿元，占比成交额10.28%。其中，超大单净流入2.20亿元、占 成交额11.5%，大单净流出2344.33万元、占成交额1.23%，中单净流出流出13305.81万元、占成交额 6.96%，小单净流出6351.50万元、占成交额3.32%。 誉衡药业最新一期业绩显示，截至2025一季报，公司营业总收入5.51亿元、同比减少7.06%，归属净利 润6025.23万元，同比增长15.24%，扣非净利润49 ...

Group 1 - The stock price of Beiba Media closed at 4.65 yuan on July 31, 2025, down 1.69% from the previous trading day [1] - The stock exhibited significant volatility during the trading session, with a maximum price of 4.92 yuan and a minimum of 4.64 yuan, resulting in a fluctuation of 5.92% [1] - The total trading volume for the day was 239,800 hands, with a transaction amount of 114 million yuan [1] Group 2 - Beiba Media's main business includes automotive services and advertising media, operating in areas such as bus advertising media operations and automotive sales and maintenance in Beijing [1] - The company is also involved in services related to new energy vehicles [1] - During the trading session, the stock experienced rapid fluctuations, with a rebound of over 2% within 5 minutes at 10:19 AM, followed by a decline of over 2% within 5 minutes at 10:24 AM [1] Group 3 - The net inflow of main funds during the trading day was 7.22 million yuan [1]

金融界消息 截至2025年7月31日收盘，华懋科技（603306）报收于45.1元，上涨0.45%，换手率3.19%， 成交量10.49万手，成交金额4.81亿元。 资金流向方面，今日主力资金净流出4314.99万元，占比成交额8.98%。其中，超大单净流出2598.67万 元、占成交额5.41%，大单净流出1716.31万元、占成交额3.57%，中单净流出流入719.85万元、占成交 额1.5%，小单净流入3595.14万元、占成交额7.48%。 通过天眼查大数据分析，华懋(厦门)新材料科技股份有限公司共对外投资了6家企业，参与招投标项目 30次，知识产权方面有商标信息30条，专利信息169条，此外企业还拥有行政许可43个。 来源：金融界 华懋科技最新一期业绩显示，截至2025一季报，公司营业总收入5.37亿元、同比增长14.37%，归属净利 润8642.19万元，同比增长60.34%，扣非净利润8155.05万元，同比增长61.73%，流动比率5.780、速动比 率4.976、资产负债率37.58%。 天眼查商业履历信息显示，华懋(厦门)新材料科技股份有限公司，成立于2002年，位于厦门市，是一家 以从事 ...

- The report constructs an industry crowding monitoring model to monitor the crowding degree of Shenwan first-level industry indices on a daily basis[4] - The ETF product screening signal model is built using the premium rate Z-score model, which provides potential arbitrage opportunities through rolling calculations[5] Model Construction and Evaluation 1. **Industry Crowding Monitoring Model** - **Construction Idea**: Monitor the crowding degree of Shenwan first-level industry indices daily[4] - **Construction Process**: The model calculates the crowding degree of each industry index based on the daily trading data and ranks them accordingly[4] - **Evaluation**: The model effectively identifies industries with high and low crowding degrees, providing valuable insights for investment decisions[4] 2. **Premium Rate Z-score Model** - **Construction Idea**: Identify potential arbitrage opportunities in ETF products by calculating the Z-score of their premium rates[5] - **Construction Process**: - Calculate the premium rate of each ETF product - Compute the Z-score of the premium rate using the formula: $ Z = \frac{(X - \mu)}{\sigma} $ where \( X \) is the premium rate, \( \mu \) is the mean premium rate, and \( \sigma \) is the standard deviation of the premium rate[5] - **Evaluation**: The model helps in identifying ETF products with significant deviations from their average premium rates, indicating potential arbitrage opportunities[5] Model Backtesting Results 1. **Industry Crowding Monitoring Model** - **Top Crowded Industries**: Pharmaceuticals, Steel, Building Materials[4] - **Least Crowded Industries**: Automobiles, Home Appliances[4] 2. **Premium Rate Z-score Model** - **Top Potential Arbitrage Opportunities**: Identified through rolling calculations, specific ETF products are not listed in the provided content[5]

金融界消息 截至2025年7月31日收盘，通达股份（002560）报收于8.01元，下跌1.6%，换手率4.62%， 成交量20.95万手，成交金额1.69亿元。 资金流向方面，今日主力资金净流出3559.97万元，占比成交额21.04%。其中，超大单净流出1057.38万 元、占成交额6.25%，大单净流出2502.59万元、占成交额14.79%，中单净流出流入1193.78万元、占成 交额7.06%，小单净流入2366.19万元、占成交额13.99%。 通达股份最新一期业绩显示，截至2025中报，公司营业总收入36.18亿元、同比增长37.28%，归属净利 润6187.33万元，同比增长68.24%，扣非净利润6045.44万元，同比增长89.08%，流动比率1.825、速动比 率1.416、资产负债率46.49%。 来源：金融界 天眼查商业履历信息显示，河南通达电缆股份有限公司，成立于2002年，位于洛阳市，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52573.857万人民币，实缴资本5888万人民币。公司法 定代表人为马红菊。 通过天眼查大数据分析，河南通达电缆股份有限公司共对外投资了 ...

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Minxin Co., Ltd. (敏芯股份), indicating a decline in stock price and significant changes in capital flow [1] - As of July 31, 2025, Minxin's stock closed at 72.42 yuan, down 1.07%, with a turnover rate of 3.63% and a trading volume of 20,300 lots, amounting to 150 million yuan [1] - The latest quarterly report shows total revenue of 135 million yuan, a year-on-year increase of 53.05%, and a net profit attributable to shareholders of 2.85 million yuan, up 119.72% [1] Group 2 - The company has a current liquidity ratio of 5.014 and a quick ratio of 3.080, indicating strong short-term financial health, with a debt-to-asset ratio of 13.89% [1] - Minxin Co., Ltd. was established in 2007 and is primarily engaged in water management, with a registered capital of approximately 55.89 million yuan [2] - The company has made investments in 10 enterprises, participated in 27 bidding projects, and holds 496 patents along with 9 trademark registrations [2]

Group 1 - The A-share market experienced an overall decline on July 31, with the Shanghai Composite Index closing at 3573.21 points, down 1.18%, the Shenzhen Component Index at 11009.77 points, down 1.73%, and the ChiNext Index at 2328.31 points, down 1.66% [1] - The total trading volume of the two markets reached 19360.35 billion, an increase of 917.56 billion compared to the previous trading day [1] Group 2 - The net outflow of main funds from the Shanghai and Shenzhen markets exceeded 300 billion, with a net outflow of 21.65 billion at the opening and 94.92 billion at the close, totaling 300.8 billion for the day [2] - The CSI 300 index saw a net outflow of 107.63 billion, while the ChiNext experienced a net outflow of 153.23 billion [3] Group 3 - The computer industry achieved a net inflow of funds, indicating positive investment sentiment in this sector [4]