【9月1日涨停分析】今日共104股涨停，连板股总数14只，28股封板未遂，封板率为78.8%（不含ST 股、退市股）。焦点股方面，天普股份一字涨停晋级7连板，算力芯片概念股万通发展反包涨停走出17 天9板，半导体材料板块建业股份连续一字晋级4连板，液冷IDC概念荣亿精密30CM2连板。 转自：智通财经 ...

Macro Dynamics - The Chinese Foreign Ministry expressed support for efforts that contribute to a peaceful resolution of the crisis, welcoming continued contact between Russia and the United States to improve relations and promote a political solution to the Ukraine crisis [2] Trade and Regulatory Updates - The Ministry of Commerce announced an extension of the anti-subsidy investigation period for imported dairy products originating from the EU until February 21, 2026, due to the complexity of the case [3] - The Shanghai Stock Exchange reported that 64 companies have been listed this year, with a total fundraising amount of 648.21 billion yuan, including 342.33 billion yuan from 15 IPOs on the main board [4] Market Data - A-shares saw a collective increase, with the Shanghai Composite Index rising by 0.85%, the Shenzhen Component Index by 1.73%, and the ChiNext Index by 2.84%. The total trading volume reached approximately 27,641.63 billion yuan, an increase of about 5,195.51 billion yuan from the previous trading day [12] - The Hong Kong stock market closed with the Hang Seng Index down 0.14% while the Hang Seng Tech Index rose by 0.82% [13] Company Dynamics - Chen Rui resigned as the legal representative of two Bilibili-related companies, with Huang Shengsheng taking over [14] - Dongfeng Group plans to sell a 50% stake in Dongfeng Honda Engine Company, currently in the pre-listing stage, with the listing deadline set for September 12 [15] - China Shipbuilding Industry Corporation announced that the Shanghai Stock Exchange has accepted its application for voluntary termination of stock listing [16] - The total box office for the 2025 summer movie season has surpassed 10 billion yuan, with "Nanjing Photo Studio," "Wang Wang Mountain Little Monster," and "Lychee of Chang'an" leading the box office rankings [17]

| 连板数 | 晋级率 | 2025-8-1 | | --- | --- | --- | | 2进3 | 2/6=33% | 奇正藏药(西藏+创新药) | | 1讲2 | 9/32=28% | 利德曼(并购重组) | | | | 贵州百灵 (创新药) | | | | 淳中科技（军工+液冷IDC+芯片） | | | | 文科股份(光伏+重组预期) | | | | 昂利康(创新药) | | 其他涨停 | | 天府文旅5天3板(旅游+体育) | | | | 中马传动3天2板(机器人) | 8月1日连板股分析：连板股晋级率不足二成 AI应用端午后异军突起 今日共40股涨停，连板股总数11只，其中三连板及以上个股2只，上一交易日共11只连板股，连板股晋级率18.18%（不含ST股、退市股）。个股方面，由于 上纬新材停牌核查，以及西藏旅游、南方路机停牌预警，短线风偏受到压制，昨日5只三连板及以上个股全部断板，西藏旅游一度跌停，中化装备跌停，市 场连板高度降至3板。板块方面，AI应用端午后异军突起，环球印务2连板，启迪设计20CM涨停，鼎捷数智、万兴科技等涨超10%；医药板块强者恒强，创 新药分支的奇正藏药3连板，亚太药业 ...

截至收盘，沪指跌1.18%，报3573.21点；深成指跌1.73%报11009.77点，创业板指跌1.66%报2328.31点。 沪深两市全天成交1.96万亿元。 东方证券表示，总体来看，当前A股市场呈现持续震荡攀升态势，量能配合较为充沛，市场赚钱效应吸 引增量资金入场，谨慎乐观情绪持续积聚，市场暂时没有转向风险，沪综指3600点附近震荡整固后仍有 潜力拓展上升空间。 7月收官日A股三大股指跌幅均超1%，沪指收盘失守3600点。 板块方面，液冷IDC、辅助生殖、谷歌，生物制品、化学制药、计算机等行业及概念涨幅居前；水产、 PTA、铁矿石、能源金属、钢铁、小金属等行业及概念跌幅居前。 盘面上，智谱AI板块震荡走强，易点天下（301171）20cm涨停。液冷服务器板块全线走强，思泉新材 （301489）20cm涨停，英维克（002837）、淳中科技（603516）等涨停封板。辅助生殖板块持续走 强，共同药业（300966）、安科生物（300009）20cm涨停，汉商集团（600774）涨停封板。钢铁板块 调整，包钢股份（600010）跌超8%。煤炭板块全线走低，板块内全线飘绿，安泰集团（600408）跌超 7%。 ...

收评：A股7月收官！创业板指涨超8% 沪指3600点得而复失 智通财经7月31日电，市场全天震荡调整，三大指数均跌超1%。本月市场总体呈现震荡攀升态势，三大指数月线均收涨，其中创业板指本月累计涨超8%， 沪指3600点整数关得而复失。今日沪深两市全天成交额1.94万亿，较上个交易日放量917亿。盘面上，市场热点较为凌乱，个股跌多涨少，全市场超4200只 个股下跌。从板块来看，创新药概念反复走强，南新制药等多股涨停；AI应用端全天逆势活跃，易点天下等涨停；AI硬件股表现分化，液冷服务器概念全 天强势，英维克等涨停；下跌方面，钢铁、有色等顺周期方向集体走弱，安阳钢铁跌超7%。大金融板块全天低迷，中银证券跌超5%。板块方面，辅助生 殖、液冷IDC、信创、华为昇腾等板块涨幅居前，钢铁、煤炭、有色、影视等板块跌幅居前。截至收盘，沪指跌1.18%，深成指跌1.73%，创业板指跌 1.66%。 1.94万亿 | +918亿 涨停表现 封板率 封板 43 触及 30 62.00% 昨涨停今表现 1.50% 高开率 62% 获利率 52% ...

Group 1: Stock Performance - Multiple stocks have shown significant price increases, with notable performances including: - Lvtian Machinery with a 10.02% increase over three consecutive days [2] - Dayilong with a 9.99% increase over three consecutive days [2] - Sanhe Pile with a 10.01% increase over two consecutive days [2] - Guangyu Group and Yuanwanggu both achieving first board status with increases of 9.97% and 10.03% respectively [2] - New Yi Sheng reported an expected net profit of 3.7 billion to 4.2 billion yuan for the first half of the year, indicating a year-on-year increase of 328%-385% [7] Group 2: AI and Technology Sector - The AI sector is experiencing growth, with stocks like Fanwei Network and Dingjie Smart both achieving first board status with increases of 10.00% and 20.00% respectively, attributed to AI agent developments [5][6] - The demand for liquid cooling solutions in data centers is rising due to increased AI application needs, with stocks like Bohui Co. and Fangsheng Co. showing significant price increases [21][22] Group 3: Pharmaceutical and Biotechnology - The Chinese biotechnology sector is considered undervalued, with a market capitalization only 14%-15% of that of U.S. counterparts, despite contributing nearly 33% to global innovation [11] - Stocks such as Chengyi Pharmaceutical and Wanbangde have shown increases of 9.97% and 10.03% respectively, driven by innovations in pharmaceuticals [12] Group 4: Mergers and Acquisitions - The market is seeing a focus on mergers and acquisitions, with stocks like Jinpu Titanium and Fuda Alloy achieving first board status with increases of 10.11% and 10.01% respectively [17] Group 5: Real Estate Sector - The real estate sector is gaining attention following a central city work conference, with stocks like Yudai Development and Tianbao Infrastructure showing increases of 10.05% and 9.98% respectively [18][20] Group 6: Rare Earth and Materials - China's rare earth exports have increased significantly, with a year-on-year growth of 11.9% in the first half of the year, leading to stock performance increases in companies like Huahong Technology [27][28]