Market Performance - The large fund concept sector increased by 1.18% on August 13, with China Shipbuilding Gas leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Stock Highlights - China Shipbuilding Gas (688146) saw a significant rise of 20.01%, closing at 44.86 with a trading volume of 310,400 shares and a turnover of 1.376 billion [1] - Shenzhen South Circuit (002916) increased by 10.00%, closing at 153.78 with a trading volume of 188,800 shares and a turnover of 2.810 billion [1] - Other notable performers included Xingfu Electronics (688545) up 9.03%, Debang Technology (688035) up 6.54%, and Nanda Optoelectronics (300346) up 5.83% [1] Fund Flow Analysis - The large fund concept sector experienced a net outflow of 493 million from institutional investors and 364 million from retail investors, while retail investors saw a net inflow of 856 million [2][3] - The detailed fund flow for key stocks showed varying trends, with Shenzhen South Circuit experiencing a net inflow of 285 million from institutional investors but a net outflow of 187 million from retail investors [3]

来源：新浪证券-红岸工作室 8月5日，慧智微涨0.00%，成交额9585.45万元，换手率2.54%，总市值54.25亿元。 异动分析 芯片概念+国家大基金持股+5G+人民币贬值受益+专精特新 1、公司主营业务为射频前端芯片及模组的研发、设计和销售。公司具备全套射频前端芯片设计能力和 集成化模组研发能力，技术体系以功率放大器（PA）的设计能力为核心。 今日主力净流入-522.29万，占比0.05%，行业排名95/164，连续3日被主力资金减仓；所属行业主力净流 入-11.25亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-522.29万-1634.50万-4228.52万-4329.79万-7880.20万 2、国家集成电路产业投资基金二期股份有限公司持2603万股，占总股本5.75%. 3、根据公司招股说明书：公司的产品包括5G模组和4G模组，主要应用于手机和物联网领域。 4、根据2024年年报，公司海外营收占比为98.18%，受益于人民币贬值。 5、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600703 | 三安光电 | 12.57 | -0.87% | 61.78万 | | 7.80亿 | | 688702 | 盛科通信 | 66.56 | -0.83% | 3.37万 | | 2.22亿 | | 688396 | 华润微 | 46.70 | -0.53% | 4.22万 | | 1.96/Z | | 002371 | 北方华创 | 328.26 | -0.47% | - 4.63万 | | 15.21亿 | | 600141 | 兴发集团 | 24.67 | -0.40% | 14.68万 | | 3.61亿 | | 300672 | 国科微 | 84.43 | -0.28% | 5.46万 | | 4.58亿 | | 688262 | 国心科技 | 27.94 | -0.21% | 8.08万 | | 2.25亿 | | 301269 | 华大九天 | 108.92 | -0.13% | 3.39万 | | 3. ...

证券之星消息，7月31日大基金概念板块较上一交易日下跌1.62%，兴发集团领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。大基金概念板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300474 | 景嘉微 | 79.60 | 3.03% | 26.93万 | 21.49亿 | | 300672 | 国科微 | 83.84 | 2.67% | 10.92万 | 9.14亿 | | 688347 | 华虹公司 | 60.02 | 2.63% | 21.20万 | 12.74亿 | | 688702 | 盛科通信 | 66'89 | 1.16% | 2.98万 | 2.08亿 | | 688182 | 灿勤科技 | 25.65 | 1.06% | 11.64万 | 3.05亿 | | 002156 | 通富微电 | 28.12 | 0.86% | 91.69万 | 25.81亿 | | 002916 | 深南电路 | 14 ...