【导读】上纬新材股价开盘大幅走低，一度跌超16% 中国基金报记者 李智 板块上来看，PEEK材料概念股持续活跃，航天军工、煤炭、工程机械等板块涨幅居前；而餐 饮旅游、文化传媒、发电设备等板块跌幅居前。 | | | Wind热门概念指数 | | | | Wind中国行业指数 | | | --- | --- | --- | --- | --- | --- | --- | --- | | PEEK材料 | 中船系 | 液冷服务器 | 航母 | 航天军工 | 重型机械 | 摩托车 | 煤炭 | | 5.30% | 4.03% | 2.93% | 2.89% | 2.36% | 1.98% | 1.77% | 1.13% | | 十大军工集团 | 培育钻石 | 军工信息化 | 工业母机 | 工程机械 | 工业机械 | 化纤行业 | 芸金属 | | 2.56% | 2.45% | 2.06% | 1.93% | 1.11% | 0.98% | 0.90% | 0.88% | | 超硬材料 | 中超起用 | 雅江水电站 | 宠物经济 | 能源设备 | 电子元器件 | 零售 | 多元金融 | | 1.93% | 1.87% ...

转自：智通财经 【PEEK材料概念股持续活跃 中欣氟材2连板】智通财经8月6日电，中欣氟材2连板，新瀚新材、华密新 材、凯盛新材涨超10%，普利特、南京聚隆、富春染织、中研股份、聚赛龙等跟涨。消息面上，国盛证 券研报指出，第三代Optimus新的设计思路是更轻、更易于量产、更仿生。对应的具体变化包括在传动 件、外壳、支撑件等更多部位使用peek等轻量化材料。 ...

PEEK材料概念再度活跃，新瀚新材涨超10%，中欣氟材、凯盛新材、普利特等纷纷拉升。 ...

截至收盘，沪指涨0.96%，报3617.6点；深成指涨0.59%，报11106.96点；创业板指涨0.39%，报2343.38 点。沪深两市合计成交额15960.81亿元。 周二A股三大股指全天震荡走高，沪指重回3600点上方。 招商证券认为，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，市场目前站上的扭亏阻力位，盈利效应积累后，场外增量资金在持续流入，A股在8 月走出先抑后扬，创下新高的可能性比较大。 行业板块多数收涨，通信设备、消费电子、塑料制品、保险、汽车零部件、银行、交运设备、风电设备 板块涨幅居前，中药板块跌幅居前。 盘面上，PEEK材料概念股集体爆发，中欣氟材（002915）涨停。银行股震荡走强，农业银行续创历史 新高。算力硬件股表现活跃，长飞光纤（601869）涨停。医药股展开调整，奇正藏药（002287）跌停。 ...

Core Viewpoint - The A-share market experienced a significant rise, with the Shanghai Composite Index gaining nearly 1% to surpass 3600 points, driven by strong performances in financial, real estate, and beverage sectors [1] Financial Sector Performance - The insurance, banking, and brokerage sectors collectively surged, with notable gains including a nearly 5% increase in Shanghai Pudong Development Bank and a record high for Agricultural Bank of China [4][5] - The Ministry of Finance and the State Taxation Administration announced that from August 8, 2025, interest income from newly issued government bonds, local government bonds, and financial bonds will be subject to VAT, which is expected to stabilize interest rates and end the negative cycle of insurance companies' balance sheets [5] - The adjustment in VAT policy is anticipated to impact the tax costs for listed banks, with a more significant effect on the asset side [5] Brokerage Sector Insights - The brokerage sector saw significant gains, with notable increases such as a 6% rise for Shenwan Hongyuan Securities [6] - The development of a multi-tiered capital market system is expected to enhance the investment value of listed companies and investor returns, with potential marginal easing of financing markets [6] PEEK Material Concept Surge - The PEEK material concept experienced a strong performance, with companies like Xinhan New Materials hitting a 20% limit up and achieving a historical high [8] - PEEK materials are recognized for their lightweight and wear-resistant properties, making them suitable for applications in various industries, including automotive and robotics [10] Company-Specific Highlights - The stock of Shangwei New Materials surged by 20% upon its resumption of trading, reaching a historical high of 110.48 yuan per share, marking a cumulative increase of over 15.6 times since the beginning of the year [12][14] - Shangwei New Materials reported a 12.5% increase in revenue for the first half of 2025, although net profit decreased by 32.91% due to foreign exchange losses and increased costs [14]

骑牛看熊发现2025 世界机器人大会将于8 月8 日至12日在北京经济技术开发区北人亦创国际会展中心举行。本届大会以"让机器人更智慧 让具身体更智能"为 主题，由中国电子学会、世界机器人合作组织主办，包括开幕式、闭幕式、论坛等。同期举办世界机器人博览会、世界机器人大赛等活动。2025 世界机器 人博览会突出创新引领和产业链协同，汇聚200 余家国内外优秀机器人企业，包括50 余家人形机器人整机企业，1500 余件展品，100 余款首发新品，展览面 积50000 平米。此次大会上，工信部宣布将深入实施"AI+"行动，面向装备、电子、钢铁等制造业重点领域，加速打造人形机器人等智能终端产品。 三大指数集体高开，两市个股开盘涨多跌少，题材板块方面地面兵装、钢铁、游戏等板块表现较强，产业互联网、电子商务、智谱AI等板块表现较差。 PEEK材料概念股开盘拉升，唯科科技涨超14%，南京聚隆、新瀚新材等多股涨超5%，人形机器人轻量化大势所趋，越来越多的人形机器人厂商在产品迭代 时加码轻量化。材料优化上，镁铝合金、peek材料各有所长。此外，人形机器人放量依赖稳定供应链支持，包括电机、减速器、传感器、轻量化、齿轮轴 承、丝杠等 ...

Market Overview - The Shanghai Composite Index has once again surpassed the 3600-point mark, showing a strong performance in the A-share market, while the ChiNext Index has shown relative weakness [1][3] - As of noon, the Shanghai Composite Index rose by 0.53% to 3602.13, while the Shenzhen Component Index increased by 0.14% to 11056.69, and the ChiNext Index fell by 0.26% to 2328.36 [4] Sector Performance - In terms of sector performance, the PEEK materials concept saw significant gains, with stocks like Huami New Materials rising over 20%, and Xinhang New Materials hitting a 20% limit up [5][6] - Other sectors that performed well include comprehensive, steel, real estate, banking, and agriculture, while sectors such as computer, pharmaceutical, and communication saw declines [4] Notable Stocks - Huami New Materials experienced a rise of 20.23%, while Xinhang New Materials reached a limit up of 20% [6] - Nanjing Julong increased by 13.63%, and Zhongxin Fluorine Materials also hit a limit up [5][6] Convertible Bonds - The convertible bonds related to stocks that hit the 20% limit up also experienced similar gains, indicating strong investor interest [1][9] Hong Kong Market - In the Hong Kong market, Xindong Company saw a significant increase of over 26% during trading [2][12] - The company announced an expected revenue of no less than RMB 3.05 billion for the first half of the year, representing a year-on-year increase of approximately 37% [15] Financial Performance - Xindong Company also projected a net profit of no less than RMB 790 million for the same period, reflecting a year-on-year increase of about 215% [15] - The revenue growth is attributed to strong performance from self-developed games and improvements in advertising algorithms [15]

Group 1: A-Share Market Performance - The Shanghai Composite Index has once again surpassed the 3600-point mark, showing a relatively strong performance in the A-share market on August 5 [1][3] - The PEEK materials concept has seen significant gains, with Huami New Materials rising over 20%, and Xinhan New Materials hitting the 20% daily limit [1][3] - Other notable performers include Nanjing Julong, which increased by over 13%, and Zhongxin Fluorine Materials, which also reached the daily limit [1][3] Group 2: Convertible Bonds and Stock Performance - Dongjie Intelligent has experienced a continuous "20cm" daily limit increase for three consecutive trading days, along with its corresponding convertible bond [5][6] - The company announced a potential change in actual control due to a transfer of fund shares by its major shareholder, which is still in the planning stage and carries uncertainty [6] - Dongjie Intelligent also disclosed a significant overseas order worth 37.09 million Malaysian Ringgit, approximately 62.5 million RMB, which is expected to positively impact its business performance [7] Group 3: Hong Kong Market Highlights - In the Hong Kong market, Xindong Company saw a substantial increase of over 26% during trading [2][9] - The company anticipates a revenue of no less than 3.05 billion RMB for the first half of the year, representing a year-on-year increase of approximately 37% [10] - The expected net profit for the same period is projected to be no less than 790 million RMB, reflecting a year-on-year increase of about 215% [10]

Core Viewpoint - The A-share market shows a certain degree of differentiation, with the Shanghai Composite Index performing relatively strong, breaking through the 3600-point mark again, while the ChiNext Index shows weaker performance [2][4]. Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.53% to 3602.13 points, the Shenzhen Component Index increased by 0.14% to 11056.69 points, while the ChiNext Index fell by 0.26% to 2328.36 points [4][5]. - The PEEK materials concept saw significant gains, with stocks like Huami New Materials rising over 20%, and Xinhang New Materials hitting a 20% limit up [2][6]. Sector Performance - In terms of sector performance, industries such as comprehensive, steel, real estate, banking, and agriculture showed notable gains, while sectors like computer, pharmaceutical, and communication experienced declines [5]. Notable Stocks - Huami New Materials saw a rise of 20.23%, with a market cap of 3.998 billion [7]. - Xinhang New Materials reached a limit up, with a market cap of 6.497 billion [7]. - Nanjing Julong increased by 13.63%, with a market cap of 4.116 billion [7]. - Zhongxin Fluorine Materials also hit a limit up [6]. Convertible Bonds - Dongjie Intelligent and its corresponding convertible bond, Dongjie Convertible Bond, both experienced a continuous 20% limit up for three consecutive trading days [9][11]. Overseas Orders - Dongjie Intelligent announced it received an overseas order worth 37.09 million Malaysian Ringgit, approximately 62.5 million RMB, which is expected to positively impact its business performance [12]. Hong Kong Market - In the Hong Kong market, Xindong Company saw a significant rise of over 26% [13][14]. - Xindong Company projected a revenue of no less than 3.05 billion RMB for the first half of the year, a year-on-year increase of approximately 37%, and a net profit of no less than 790 million RMB, a year-on-year increase of about 215% [16].

奇正藏药跌停。 连板股方面，*ST亚振5连板，中马传动5天4板，倍加洁、文科股份4连板，长城军工4天3板，*ST岩石 （维权）3连板，良信股份、*ST高鸿（维权）4天2板，*ST南置3天2板，国机精工、吉视传媒等2连 板，马钢股份、新泉股份等涨停。 8月5日午间，A股半日下来共有45只涨停股、1只跌停股。复合集流体概念活跃，元琛科技涨停；PEEK 材料概念走强，中欣氟材、新瀚新材涨停。 ...