与昨日"旱地拔葱"式上演"地天板"不同，吉视传媒（601929.SH）今日股价大跌6.82%，仍凭借日跌幅偏离值达7%登上龙虎榜。 这也是吉视传媒今年第9次上榜。在市场对其国资云、影视、数据要素、并购重组等概念的热炒下，公司股价短短1个月实现翻倍，背后游资与牛散身影频繁 闪现。然而，公司上半年净亏2.32亿元、现金流告负、资产负债率攀升的现实，还是将这一炒作虚火打回原形。 来源：Wind 尽管在回购、增持、资产置换、加码数字化等多措并举之下，吉视传媒暂且摆脱了面值退市风险，但股价在资金博弈与业绩疲软的双重作用下剧烈震荡，其 市值管理与转型成色仍有待市场进一步验证。 游资牛散穿梭下多概念狂欢 8月22日，吉视传媒因日跌幅偏离值达7%再度登上龙虎榜，这也是该股今年第9次上榜。在此之前的多个交易日，"章盟主""T王""量化打板"等知名游资已频 繁出没。 从今日龙虎榜数据来看，资金博弈态势明显。沪股通身影出现在买一、卖一位置，且净卖出4648.18万元。买方前五中"拉萨天团"占据三个席位，"章盟 主"常用席位国泰海通证券上海江苏路净卖出9,991.19万元。 根据昨日披露的半年报，2025年上半年末的公司十大流通股东 ...

格隆汇8月18日｜A股三大指数集体收涨，截至收盘，沪指涨0.85%，创10年新高；北证50大涨6.79%创历史新高，深成指涨1.73%，指涨2.84%，沪深京三市 全天成交额28091亿元，较上日放量5363亿元，为历史第三高，连续第四个交易日成家额破2万亿。全市场超4000只个股上涨。。炒股软件、液冷、稀土、 CPO概念强势领涨，军工、稳定币概念午后发力；煤炭、有色等周期股普遍跑输指数。 科创成长ETF跌4.83%。纳指科技ETF跌1.93%，最新溢折率为9.07%。超长期限国债全线下挫，30年国债ETF、30年国债ETF博时均跌1.2%。贵金属调整，黄 金股票ETF跌0.9%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明 示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3728.03 | 11835.57 | 1576.6 | | +31.26 +0.85% ...

Market Performance - A-shares continued to rise significantly on August 18, with major indices strengthening, as the Shanghai Composite Index reached 3731.69 points, up nearly 1%, marking the highest level since August 21, 2015, and a nearly ten-year high [1][1][1] - The ChiNext Index surged over 3%, while the Shanghai Composite Index rose by 0.82% and the Shenzhen Component Index increased by 1.84% [1][1][1] Sector Performance - Sectors such as cultural media, consumer electronics, liquid cooling, and gaming saw the largest gains [1][1][1] - Concepts including liquid cooling, CPO, Huawei HiSilicon, AI corpus, film and television, consumer electronics, Kirin batteries, and rare earth permanent magnets performed strongly [1][1][1] Market Capitalization - The total market capitalization of A-shares surpassed 100 trillion yuan for the first time in history, reaching a new record high [1][1][1] - As of 10:34 AM, nearly 4200 stocks rose while 1000 stocks declined, with a net outflow of approximately 6 billion yuan from major funds [1][1][1] Company Highlights - Agricultural Bank of China ranked first in A-share market capitalization at 2.19 trillion yuan, followed by Industrial and Commercial Bank of China at 2.02 trillion yuan [1][1][1] - Other companies with market capitalizations exceeding 1 trillion yuan include Kweichow Moutai, China Petroleum, Bank of China, and CATL [1][1][1]

创新药概念持续活跃。 7月底以来，创新药板块内，多个细分领域指数均显著上涨。港股市场也不例外，恒生创新药、恒生生物科技等指数的区间涨幅均超4%。 随着市场活跃度的提升，大量资金通过ETF的方式流入创新药领域。8月以来，场内24只创新药ETF（包含QDII）全线录得上涨，资金净流入额合计达 75.51亿元；其中19只ETF获得资金净流入，占比近80%。 8月18日，市场早间集体走强，沪指盘中突破2021年2月18日的3731.69点，创2015年8月下旬以来的近10年新高。深证成指涨超2%，创业板指涨逾3%，均 突破2024年10月8日的高点。 液冷服务器概念延续强势，影视股大幅拉升，消费电子等板块领涨。大金融板块集体走强，其中指南针2连板，续创历史新高，同花顺、财富趋势均涨超 10%。仅贵金属、煤炭板块逆市下跌。 创新药概念再度活跃，申联生物2连板，福瑞股份"20cm"涨停，金凯生科、翰宇药业、阳光诺和、三生国健等涨超5%。 消息面上，《中国创新药械多元支付白皮书（2025）》显示，2024年我国创新药械市场估算规模约1620亿元，其中医保基金支付约710亿元，占比44%； 个人现金支付约786亿元，占比49 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月18日｜创业板指涨超3%，上证指数现涨0.77%，液冷、CPO、华为海思、AI语料、影视、消 费电子、麒麟电池、稀土永磁等概念走强；全市约4100股上涨，1000股下跌；主力资金净流出约70亿 元。 | 上证指数 | 3726.99 | +30.22 | +0.82% | | --- | --- | --- | --- | | 000001 | | | | | 创业板指 | 2613.24 | +79.03 | +3.12% | | 399006 | | | | | 深证成指 | 11848.84 | +214.18 | +1.84% | | 399001 | | | | | 科创50 | 1132.84 | +31.55 | +2.86% | | 000688 | | | | | 非证20 | 1524.99 | ...

Market Performance - A-shares major indices rose, with the Shenzhen Component Index increasing over 1%, the ChiNext Index rising over 1%, and the Shanghai Composite Index up by 0.44% [1] - Concepts such as liquid cooling, AI corpus, Huawei HiSilicon, shipbuilding, and film and television showed strong performance, while precious metals, coal, and multi-financial concepts weakened [1] - Nearly 4,000 stocks in the market rose, while 1,100 stocks declined [1] Stock Highlights - ST Xiangxue (300147) saw a price increase of 16.47% with a total market value of 5.892 billion [2] - Hanyu Pharmaceutical (300199) increased by 12.05%, with a market cap of 25.8 billion and a year-to-date increase of 126.53% [2] - Wanbangde (002082) rose by 10.01%, with a market value of 4.906 billion and a year-to-date increase of 24.73% [2] - Tian Shili (600535) increased by 7.73%, with a market cap of 26 billion and a year-to-date increase of 22.17% [2] - Shanghai Leifu (688091) rose by 6.94%, with a market value of 16.9 billion and a year-to-date increase of 104.93% [2] - Olin Bio (688319) increased by 5.63%, with a market cap of 10.3 billion and a year-to-date increase of 139.06% [2] - Yangguang Nuohuo (688621) rose by 5.22%, with a market value of 9.033 billion and a year-to-date increase of 114.56% [2] - Other notable stocks include Nuo Si Lan De (430047) up by 4.62%, Hai Te Bio (300683) up by 4.08%, and Nanxin Pharmaceutical (688189) up by 4.08% [2]

Core Viewpoint - The stock price of Jishi Media has experienced significant increases, with a 5-day consecutive limit-up from August 7 to August 13, leading to concerns about a potential decline as the price has deviated from the company's fundamentals [2][5][12]. Company Performance - Jishi Media's stock price rose by 86.53% from August 1 to August 13, 2023, with a cumulative turnover rate of 114.97% from August 4 to August 13 [5]. - The company reported a net loss of 465 million yuan for 2024, with a projected loss of 187 million to 233 million yuan for the first half of 2025, indicating no significant improvement in performance [12]. - The company anticipates a decline in revenue from public customer business due to intensified industry competition and changing user viewing habits [12][13]. Business Operations - Jishi Media clarified that it does not engage in "State-owned Cloud" related businesses and is not involved in the investment of currently released films [3][9]. - The company's main business includes smart broadcasting services for public clients, data services for government and enterprise clients, and digital innovation services for future vertical fields [9]. - The broadcasting industry faces challenges from increased competition and user attrition due to the rise of IPTV, internet television, and mobile video [9].

上半年业绩预亏的主要原因包括：公众客户业务收入预计下滑，主要受行业竞争加剧、互联网及新媒体 快速发展、用户收视习惯与方式改变等因素影响，导致有线电视基础用户续费率下降，宽带互联网用户 发展未达预期。 吉视传媒关注到，近期有媒体报道将公司归于国资云、影视等热门概念。经公司自查，公司不涉及"国 资云"相关业务。就部分投资者关注的公司参与投资热门影片事项，经核实，公司不参与投资目前上映 的影片。与此同时，吉视传媒关注到，近期投资者在上证e互动多次问及公司参与投资电影《731》情 况，"公司出资比例极低，该投资预计对公司业绩几乎不构成重大影响，后续进展存在不确定性。" 从8月7日至8月13日，吉视传媒（601929）已连续5个交易日涨停。8月13日晚间，吉视传媒再度发布股 票交易风险提示公告，称近期股价涨幅已明显脱离公司基本面，并强调公司对电影《731》的出资比例 极低，该投资预计对公司业绩几乎不构成重大影响。 从8月1日以来，吉视传媒股价累计涨幅为86.53%；8月4日至8月13日，累计换手率达到114.97%。吉视 传媒提醒，公司目前股价涨幅已明显脱离公司基本面，"存在非理性炒作，交易风险极大，股价存在短 期内快 ...

Core Viewpoint - The company, Jishi Media (601929.SH), has issued a statement addressing recent media reports linking it to popular concepts such as state-owned cloud and film investments, clarifying that it does not engage in "state-owned cloud" related businesses [1] Group 1 - The company has conducted a self-examination and confirmed that it does not participate in the investment of currently released films [1] - There has been investor interest regarding the company's involvement in the film "731," but the company's investment stake is minimal and is not expected to significantly impact its financial performance [1] - The company acknowledges the uncertainty surrounding future developments related to its minimal investment in the film [1]

吉视传媒（601929）(601929.SH)发布股价异动公告称，公司关注到，近期有媒体报道将公司归于国资 云、影视等热门概念。经公司自查，公司不涉及"国资云"相关业务。就部分投资者关注的公司参与投资 热门影片事项，经核实，公司不参与投资目前上映的影片。公司关注到，近期投资者在上证e互动多次 问及公司参与投资电影《731》情况，公司出资比例极低，该投资预计对公司业绩几乎不构成重大影 响，后续进展存在不确定性。 ...