8月27日，盾安环境盘中下跌2.02%，截至14:19，报13.11元/股，成交3.07亿元，换手率2.51%，总市值 139.68亿元。 资金流向方面，主力资金净流出1763.92万元，特大单买入950.40万元，占比3.09%，卖出2026.65万元， 占比6.60%；大单买入6886.02万元，占比22.42%，卖出7573.70万元，占比24.66%。 盾安环境今年以来股价涨21.28%，近5个交易日跌2.82%，近20日涨12.92%，近60日涨15.10%。 资料显示，浙江盾安人工环境股份有限公司位于浙江省杭州市滨江区泰安路239号盾安发展大厦，成立 日期2001年12月19日，上市日期2004年7月5日，公司主营业务涉及制冷配件、制冷设备的研发设计、生 产和销售,以及提供节能服务系统解决方案。 盾安环境所属申万行业为：家用电器-家电零部件Ⅱ-家电零部件Ⅲ。所属概念板块包括：汽车热管理、 家用电器、高铁、比亚迪概念、新能源车等。 截至6月30日，盾安环境股东户数3.91万，较上期增加4.27%；人均流通股23456股，较上期减少4.09%。 2025年1月-6月，盾安环境实现营业收入67.29亿元 ...

截至6月30日，蓝海华腾股东户数3.43万，较上期减少4.68%；人均流通股4855股，较上期增加4.91%。 2025年1月-6月，蓝海华腾实现营业收入2.40亿元，同比增长62.61%；归母净利润4111.82万元，同比增 长159.83%。 分红方面，蓝海华腾A股上市后累计派现2.78亿元。近三年，累计派现1.42亿元。 责任编辑：小浪快报 蓝海华腾今年以来股价涨10.88%，近5个交易日跌1.86%，近20日涨8.14%，近60日涨13.20%。 资料显示，深圳市蓝海华腾技术股份有限公司位于广东省深圳市光明区玉塘街道田寮社区根玉路与田寮 路交汇处东南侧二号楼801，成立日期2006年2月5日，上市日期2016年3月22日，公司主营业务涉及研 发、生产和销售工业自动化控制产品。主营业务收入构成为：电动汽车电机控制器77.88%，中低压变 频器18.45%，其他(补充)3.67%。 蓝海华腾所属申万行业为：机械设备-自动化设备-工控设备。所属概念板块包括：伺服系统、碳化硅、 比亚迪概念、电动物流车、飞行汽车等。 8月27日，蓝海华腾盘中下跌2.07%，截至14:28，报22.73元/股，成交2.68亿元， ...

8月27日，鑫源智造盘中下跌2.03%，截至13:53，报13.03元/股，成交7412.30万元，换手率2.50%，总市 值29.40亿元。 资金流向方面，主力资金净流出728.10万元，特大单买入0.00元，占比0.00%，卖出323.06万元，占比 4.36%；大单买入908.68万元，占比12.26%，卖出1313.72万元，占比17.72%。 鑫源智造今年以来股价涨40.49%，近5个交易日跌10.88%，近20日涨2.60%，近60日涨15.82%。 鑫源智造所属申万行业为：有色金属-工业金属-铝。所属概念板块包括：小盘、农机、股权转让、比亚 迪概念、长安汽车概念等。 截至6月30日，鑫源智造股东户数1.43万，较上期增加1.01%；人均流通股15783股，较上期增加 18.80%。2025年1月-6月，鑫源智造实现营业收入3.29亿元，同比增长388.33%；归母净利润978.70万 元，同比增长284.45%。 分红方面，鑫源智造A股上市后累计派现5020.71万元。近三年，累计派现188.02万元。 机构持仓方面，截止2025年6月30日，鑫源智造十大流通股东中，金鹰恒润债券发起式A（015 ...

截至8月20日，博威合金股东户数4.41万，较上期减少5.61%；人均流通股18439股，较上期增加6.19%。 2025年1月-6月，博威合金实现营业收入102.21亿元，同比增长15.21%；归母净利润6.76亿元，同比增长 6.05%。 8月27日，博威合金盘中下跌2.02%，截至09:38，报25.66元/股，成交1.58亿元，换手率0.75%，总市值 208.72亿元。 分红方面，博威合金A股上市后累计派现16.94亿元。近三年，累计派现9.23亿元。 资金流向方面，主力资金净流出1154.01万元，特大单买入110.72万元，占比0.70%，卖出129.43万元， 占比0.82%；大单买入1929.81万元，占比12.18%，卖出3065.11万元，占比19.35%。 博威合金今年以来股价涨29.60%，近5个交易日跌6.35%，近20日涨40.37%，近60日涨48.24%。 今年以来博威合金已经2次登上龙虎榜，最近一次登上龙虎榜为8月13日。 资料显示，宁波博威合金材料股份有限公司位于浙江省宁波市鄞州区云龙镇太平桥，成立日期1994年1 月22日，上市日期2011年1月27日，公司主营业务涉及 ...

8月26日，立中集团发布2025年半年报。报告显示，公司上半年营业收入为144.43亿元，同比增长 15.41%；归母净利润为4.01亿元，同比增长4.97%；扣非归母净利润为3.60亿元，同比增长2.24%；基本 每股收益0.63元。 报告期内，立中集团基本每股收益为0.63元，加权平均净资产收益率为5.32%。 以8月26日收盘价计算，立中集团目前市盈率（TTM）约为21.44倍，市净率（LF）约为1.71倍，市销率 （TTM）约为0.45倍。 2025年上半年，公司毛利率为9.22%，同比下降0.69个百分点；净利率为2.81%，较上年同期下降0.31个 百分点。从单季度指标来看，2025年第二季度公司毛利率为9.61%，同比下降0.54个百分点，环比上升 0.77个百分点；净利率为3.32%，较上年同期上升1.64个百分点，较上一季度上升1.01个百分点。 2025年上半年，公司期间费用为9.35亿元，较上年同期减少9061.43万元；期间费用率为6.47%，较上年 同期下降1.72个百分点。其中，销售费用同比增长7.31%，管理费用同比增长10.41%，研发费用同比增 长6.25%，财务费用同比减少 ...

8月25日，龙蟠科技盘中上涨2.04%，截至10:52，报14.99元/股，成交2.47亿元，换手率2.95%，总市值 102.69亿元。 资金流向方面，主力资金净流出878.95万元，特大单买入1067.78万元，占比4.33%，卖出1158.84万元， 占比4.70%；大单买入4382.37万元，占比17.76%，卖出5170.25万元，占比20.95%。 龙蟠科技今年以来股价涨44.69%，近5个交易日跌0.66%，近20日涨3.52%，近60日涨30.23%。 今年以来龙蟠科技已经4次登上龙虎榜，最近一次登上龙虎榜为6月25日。 资料显示，江苏龙蟠科技集团股份有限公司位于江苏省南京经济技术开发区恒通大道6号,香港湾仔皇后 大道东183号合和中心46楼，成立日期2003年3月11日，上市日期2017年4月10日，公司主营业务涉及江 苏龙蟠科技股份有限公司是一家主要从事车用精细化学品及磷酸铁锂正极材料销售的中国公司。该公司 主要通过三个分部开展业务。销售车用精细化学品业务分部主要从事多元化的车用精细化学品组合的生 产及销售,涵盖柴油发动机尾气处理液、车用及工业润滑油、冷却液以及车用养护品。销售磷酸铁锂正 ...

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index up by 1.03%, the Shenzhen Component Index up by 1.72%, and the ChiNext Index up by 3.11% [1] - The total market turnover reached 1.6394 trillion yuan, an increase of 191.5 billion yuan compared to the previous day, with over 3,900 stocks rising [1] Sector Performance - The financial, military, and semiconductor sectors led the gains, while oil and gas extraction, port shipping, film and television, and beauty care sectors saw the largest declines [2] - The financial sector experienced a significant surge, with multiple stocks such as Huijin Co., Ltd. and Guosheng Financial Holdings hitting the daily limit [2] - The military sector showed strong performance, with stocks like Beifang Changlong and Zhongbing Hongjian also reaching the daily limit [2] - The semiconductor sector saw a rebound in the afternoon, with stocks like Taiji Co., Ltd. hitting the daily limit [2] - The oil and gas extraction sector continued to adjust, with stocks like Beiken Energy hitting the daily limit down [2] - The port shipping sector lagged, with stocks like Ningbo Shipping hitting the daily limit down [2] Notable Stocks - Stocks with consecutive limit-ups include Nord Co., Ltd. with 7 consecutive days, and Xiangtan Electric with 5 consecutive days [3][4] - Other stocks with notable consecutive limit-ups include Yinglian Co., Ltd. and Xintonglian with 4 consecutive days [5] Hot Sectors - The top hot sector is New Energy Vehicles, with 15 stocks hitting the daily limit and 11 stocks with consecutive limit-ups, led by Nord Co., Ltd. and Xiangtan Electric [7] - The military sector ranks second, with 14 stocks hitting the daily limit and 3 stocks with consecutive limit-ups, including Jida Zhengyuan and Tiansheng New Materials [8] - The BYD concept ranks third, with 13 stocks hitting the daily limit and 10 stocks with consecutive limit-ups, led by Nord Co., Ltd. and Xiangtan Electric [9] Investment Insights - In the multi-financial sector, stocks like Guosheng Financial Holdings and Hongye Futures are highlighted, with the approval of Guotai Junan International to upgrade its securities trading license to include virtual asset trading, potentially transforming the brokerage role [12] - The military equipment sector is expected to maintain high prosperity in the second half of the year, with strong order fulfillment and production acceleration [13] - In the semiconductor sector, the tightening supply in the DRAM market has led to significant price increases for DDR4 memory products, benefiting companies like Taiji Co., Ltd. and Guomin Technology [14]

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down 0.86%, the Shenzhen Component Index down 1.01%, and the ChiNext Index down 1.10% [1] - The total market turnover reached 805.8 billion yuan, an increase of 43.2 billion yuan compared to the previous day [1] - Over 4,600 stocks in the market were in the red [1] Sector Performance - The solid-state battery, PCB concept, and oil sectors saw the largest gains, while nuclear fusion, military industry, and weight loss drug sectors experienced the most significant declines [2] - Notable stocks in the solid-state battery sector included Nord Shares (600110), Xiangtan Electric (002125), and Fengyuan Shares (002805), all hitting the daily limit [2] - The stablecoin concept saw some activity, with Dongxin Peace (002017) hitting the daily limit, and Chutianlong (003040) and Annie Shares (002235) rising over 5% [2] - AI hardware stocks performed well, with Yihua New Materials (301176), Zhongjing Electronics (002579), and Kaiwang Technology (301182) all hitting the daily limit [2] - The nuclear power sector faced significant declines, with Hezhan Intelligent (603011) and Zhongke Technology (000777) hitting the daily limit, and Hahai Huaton (301137) dropping nearly 15% [2] - Weight loss drug stocks collectively adjusted, with Changshan Pharmaceutical (300255) hitting the daily limit and Hanyu Pharmaceutical (300199) falling over 10% [2] Hot Stocks - Stocks with consecutive daily limits included Zhun Oil Shares (002207) and Shandong Molong (002490) with five consecutive limits [5] - Dongxin Peace achieved four consecutive limits [6] - Stocks with three consecutive limits included Shenhuafa A and Nord Shares [7] - Stocks with two consecutive limits included Zhongjing Electronics, Yihua New Materials, and Times Publishing (600551) [8] Strong Sector Trends - The BYD concept led the market with eight stocks hitting the daily limit, including Nord Shares and Zhongjing Electronics [9] - The Huawei concept also saw eight stocks hitting the daily limit, with Dongxin Peace and Electric Science Network Security (002268) being notable mentions [9] - The new energy vehicle sector had seven stocks hitting the daily limit, with Nord Shares and Zhongjing Electronics again being highlighted [9] Emerging Trends - The ChatGPT concept stocks include Zhangyue Technology, Sanqi Interactive, and Beixin Source, with news of OpenAI's upcoming GPT-5 product release [11] - The digital currency sector includes Dongxin Peace, Electric Science Network Security, and Chutianlong, following significant U.S. legislation aimed at regulating stablecoins [12] - The autonomous driving sector features Jiangsu Leili, Mankun Technology, and Dongtianwei, with news of a new autonomous vehicle launch by Cainiao [13]

Solid-State Battery Sector - Several companies in the solid-state battery sector have shown significant stock price increases, with notable gains including Ningxin New Materials at 30.00% and Lingpai Technology at 20.00% [3][4] - Jinlongyu and Guoxuan High-Tech both achieved a 9.99% increase, indicating strong market interest in solid-state battery technologies [3] Mergers and Acquisitions - The China Securities Regulatory Commission has encouraged private equity funds to participate in mergers and acquisitions of listed companies, which has led to increased stock performance in this area [5] - Companies like Zongyi Co. and Tianqimo have seen stock price increases of 9.94% and 10.00% respectively, attributed to merger and acquisition activities [6][8] Innovative Pharmaceuticals - The announcement of a licensing agreement between 3SBio and Pfizer for a dual-specific antibody has set a record for upfront payments in the domestic innovative drug sector, amounting to $1.25 billion [9] - Stocks such as Sanofi Guojian and Hasi Lian have experienced gains of 19.99% and 9.98% respectively, reflecting positive market sentiment towards innovative pharmaceuticals [10][11] Chemical Industry - Recent fluctuations in chemical product prices have drawn market attention, with companies like Yong'an Pharmaceutical and Anada both achieving a 10.00% increase in stock prices [12] Power Sector - The National Energy Administration reported a 4.7% year-on-year increase in total electricity consumption, which has positively impacted stocks in the power sector, including Hunan Development with a 10.01% increase [13] Daily Chemical Products - The domestic consumption medical market is projected to reach a scale of 3.529 billion yuan by 2025, driving interest in related stocks [14] Gold Concept - COMEX gold futures rose by 1.83%, reaching $3,292.6 per ounce, which has positively influenced stocks in the gold jewelry sector, such as Laisentongling with a 10.01% increase [17][18] BYD Concept - The revised regulations from the central government promoting the use of domestic and new energy vehicles have led to stock increases for companies like Changqing Co. and Tongda Electric, both showing gains around 10% [19][20] Other Notable Stocks - Zhengzhong Design and Liren Lizhuang have both achieved significant stock price increases, with Zhengzhong Design at 10.00% and Liren Lizhuang at 9.99% [22][25]