Market Overview - The grid equipment sector increased by 0.71% compared to the previous trading day, with Jinlihua Electric leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance - Notable gainers in the grid equipment sector included: - Weichuan Electric (300069) with a closing price of 25.64, up 19.98% and a trading volume of 233,100 shares, totaling 564 million yuan [1] - Zeyu Intelligent (301179) closed at 17.05, up 13.97% with a trading volume of 452,000 shares, totaling 782 million yuan [1] - Liangxin Co. (002706) closed at 10.03, up 9.98% with a trading volume of 1,468,800 shares, totaling 1.457 billion yuan [1] Capital Flow - The grid equipment sector experienced a net outflow of 375 million yuan from institutional investors and 258 million yuan from speculative funds, while retail investors saw a net inflow of 633 million yuan [2] - The capital flow for specific stocks showed: - Liangxin Co. (002706) had a net inflow of 225 million yuan from institutional investors, while it faced a net outflow of 1.1 billion yuan from speculative funds [3] - Jinlihua Electric (300069) had a net inflow of 118 million yuan from institutional investors, with a net outflow of 56.5 million yuan from speculative funds [3]

Group 1 - Tianqi Mould (002510) closed at 6.62 yuan on August 5, 2025, with a 2.0% increase and a turnover rate of 4.76% [1] - The company reported a total revenue of 444 million yuan for Q1 2025, a year-on-year decrease of 1.16%, and a net profit attributable to shareholders of 20.71 million yuan, down 14.40% year-on-year [1] - The company's current ratio is 1.411, quick ratio is 0.809, and debt-to-asset ratio is 59.75% [1] Group 2 - Tianqi Mould has made investments in 33 companies and participated in 216 bidding projects [2] - The company holds 4 trademark registrations and 315 patents, along with 87 administrative licenses [2]

金融界消息 截至2025年8月5日收盘，云天化（600096）报收于24.24元，下跌0.08%，换手率0.87%，成 交量15.87万手，成交金额3.85亿元。 来源：金融界 天眼查商业履历信息显示，云南云天化股份有限公司，成立于1997年，位于昆明市，是一家以从事化学 原料和化学制品制造业为主的企业。企业注册资本183432.8747万人民币，实缴资本183432.8747万人民 币。公司法定代表人为崔周全。 通过天眼查大数据分析，云南云天化股份有限公司共对外投资了60家企业，参与招投标项目4226次，知 识产权方面有商标信息283条，专利信息431条，此外企业还拥有行政许可64个。 资金流向方面，今日主力资金净流入3527.90万元，占比成交额9.17%。其中，超大单净流入404.76万 元、占成交额1.05%，大单净流入3123.14万元、占成交额8.12%，中单净流出流入4547.48万元、占成交 额11.82%，小单净流出8075.38万元、占成交额20.99%。 云天化最新一期业绩显示，截至2025一季报，公司营业总收入130.04亿元、同比减少6.16%，归属净利 润12.89亿元，同比减少1 ...

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints No clear core viewpoints are presented in the given content. It mainly provides data on various global asset markets, stock index futures trading, and treasury bond futures trading. 3. Summary by Related Catalogs Global Asset Market Performance - **10 - Year Treasury Bond Yields**: On August 4, 2025, the 10 - year treasury bond yields of major economies varied. For example, the US was 4.218%, and Japan was 3.676%. There were different changes over different time periods, such as a one - week change of - 0.194% in the US and - 0.252% in Japan [1]. - **2 - Year Treasury Bond Yields**: The 2 - year treasury bond yields also showed differences among countries. On August 4, 2025, the US was 3.940%, and Japan was 0.756%. Changes in different time intervals were also provided, like a one - year change of - 0.460% in the US and 0.375% in Japan [1]. - **Exchange Rates**: The US dollar exchange rates against major emerging economies' currencies had different trends. For example, against the Brazilian real, it was 5.499 on August 4, 2025, with a one - year change of - 2.58%. The exchange rates of the on - shore and off - shore RMB also had their own changes, such as a one - year change of - 0.91% for on - shore RMB [1]. - **Stock Indices**: Major economies' stock indices had different closing prices and changes. On August 4, 2025, the S&P 500 was 6329.940, with a one - year change of 17.24%. The Hang Seng Index was 24733.450, with a one - year change of 45.45% [1]. - **Credit Bond Indices**: Different credit bond indices, including US and euro - zone investment - grade and high - yield credit bond indices, had different changes over different time periods. For example, the US investment - grade credit bond index had a one - year change of 6.52% [1]. Stock Index Futures Trading Data - **Index Performance**: The closing prices and percentage changes of A - shares, CSI 300, SSE 50, ChiNext, and CSI 500 were provided. For example, the closing price of A - shares was 3583.31, with a 0.66% increase [2]. - **Valuation**: The PE (TTM) and its环比 changes of CSI 300, SSE 50, CSI 500, S&P 500, and German DAX were given. For example, the PE (TTM) of CSI 300 was 13.11, with a环比 change of - 0.01 [2]. - **Risk Premium**: The risk premium and its环比 changes of several indices were presented. For example, the risk premium of CSI 300 was 3.70, with a环比 change of 0.00 [2]. - **Fund Flows**: The latest values and 5 - day average values of fund flows in different sectors of the A - share market were shown. For example, the latest value of A - share fund flow was - 522.29 [2]. - **Trading Volume**: The latest trading volumes and环比 changes of different indices were provided. For example, the latest trading volume of the two - market was 14985.50, with a环比 change of - 998.01 [2]. - **Main Contract Basis**: The basis and its amplitude of IF, IH, and IC were given. For example, the basis of IF was - 17.90, with an amplitude of - 0.44% [2]. Treasury Bond Futures Trading Data - The closing prices and percentage changes of T00, TF00, T01, and TF01 were all 0.00% on the relevant day. The R001, R007, and SHIBOR - 3M had their own values and daily changes, such as R001 being 1.3512% with a daily change of - 14.00 BP [3].

Group 1 - The stock price of Xinya Electronics experienced fluctuations on August 4, closing at 27.96 yuan, down 1.41% from the previous trading day [1] - During the day, there was a rapid rebound, with a more than 2% increase within 5 minutes at 9:35 AM, reaching a peak of 28.55 yuan [1] - The trading volume for the day was 274,636 hands, with a total transaction amount of 767 million yuan [1] Group 2 - Xinya Electronics specializes in the manufacturing of electronic components, with products widely used in consumer electronics and communication devices [1] - The company is registered in Zhejiang Province and operates within the electronic components manufacturing industry [1] - On August 4, the net outflow of main funds was 55.92 million yuan, with a cumulative net outflow of 277 million yuan over the past five trading days, indicating a continuous outflow trend [1]

Group 1 - The latest stock price of Lianhua Technology is 11.10 yuan, an increase of 0.05 yuan from the previous trading day [1] - The stock opened at 10.99 yuan, reached a high of 11.38 yuan, and a low of 10.53 yuan, with a total trading volume of 1.5891 million hands and a transaction amount of 1.742 billion yuan [1] - On August 4, the stock experienced a rapid rebound, with a more than 2% increase within 5 minutes, reaching a price of 11.18 yuan and a transaction amount of 938 million yuan [1] Group 2 - Lianhua Technology's main business includes the research and production of pesticides and pharmaceutical intermediates, with applications in agriculture and medicine [1] - The company operates in sectors including pesticides, veterinary drugs, and Contract Research Organizations (CRO) [1] Group 3 - On the same trading day, the net outflow of main funds was 83.5027 million yuan, accounting for 0.83% of the circulating market value [1] - Over the past five trading days, there has been a cumulative net inflow of 143 million yuan, representing 1.42% of the circulating market value [1]

Core Viewpoint - Zhuhai Port's stock price remained stable at 5.46 yuan as of August 4, 2025, with a slight fluctuation during the trading day [1] Company Overview - Zhuhai Port operates in key sectors including port shipping, logistics, and energy, making it a significant port operator in South China [1] - The company's segments include shipping ports, Guangdong region, and natural gas [1] Shareholder Information - As of July 31, 2025, the number of shareholders decreased to 76,900, a decline of 1,086 shareholders or 1.39% [1] - The average number of shares held per shareholder slightly increased, with an average market value of 63,600 yuan, which is below the average level of the public utility industry [1] - The number of shares held through the Shenzhen Stock Connect remained at 4.0204 million shares, accounting for 0.43% of the circulating share capital [1] Capital Flow - On August 4, 2025, there was a net outflow of main funds amounting to 8.9119 million yuan, with a cumulative net outflow of 28.9296 million yuan over the past five days [1]

Group 1 - The stock price of Bayi Steel closed at 4.02 yuan on August 4, 2025, down 0.74% from the previous trading day, with a trading range of 4.69% [1] - Bayi Steel is a significant steel production enterprise in Xinjiang, involved in steel smelting, rolling, and sales, with products widely used in construction and machinery manufacturing [1] - The company has a certain market influence in the northwest region of China [1] Group 2 - On August 4, the stock price of Bayi Steel experienced notable fluctuations, with a quick rebound in the morning where the price increased over 2% within 5 minutes, followed by a rapid decline of over 2% in the next 5 minutes, indicating active market trading [1] - On the same day, the net outflow of main funds was 21.36 million yuan, accounting for 0.35% of the circulating market value, while the cumulative net inflow over the past five trading days was 118 million yuan, representing 1.91% of the circulating market value [1]

证券之星消息，截至2025年8月4日收盘，今天国际(300532)报收于12.52元，上涨0.81%，换手率 1.32%，成交量5.69万手，成交额7098.59万元。 8月4日的资金流向数据方面，主力资金净流出423.37万元，占总成交额5.96%，游资资金净流出763.97 万元，占总成交额10.76%，散户资金净流入1187.34万元，占总成交额16.73%。 近5日资金流向一览见下表： 近5日融资融券数据一览见下表： 该股主要指标及行业内排名如下： | 指标 | 今天国际 | 互联网服务行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 56.76亿元 | 129.48亿元 | 84 145 | | 净资产 | 17.6亿元 | 34.22亿元 | 63 145 | | 净利润 | 6990.99万元 | 2997.94万元 | 17 145 | | 市盈率(动) | 20.3 | 377.24 | 4 145 | | 市净率 | 3.31 | 7.69 | 47 145 | | 毛利率 | 21.64% | 31.55% | 93 145 | | 净利率 ...

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%。医药生物行业今日上涨0.53%。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%。 002901 大博医疗 10.00 1.79 5706.71 医药生物行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002287 | 奇正藏药 | 3.14 | 7.37 | -22249.09 | | 002317 | 众生药业 | -3.48 | 18.14 | -19489.00 | | 002424 | 贵州百灵 | 1.84 | 19.52 | -17715.24 | | 300289 | 利德曼 | 20.00 | 32.31 | -17289.61 | | 300009 | 安科生物 | -1.01 | 15.80 | -17111.35 | | 603716 | 塞力医疗 | -6.99 | 24.84 | -15198.83 ...