东方精工今年以来股价涨105.93%，近5个交易日涨2.70%，近20日涨43.03%，近60日涨61.06%。 今年以来东方精工已经5次登上龙虎榜，最近一次登上龙虎榜为8月25日，当日龙虎榜净买入7.17亿元； 买入总计9.31亿元 ，占总成交额比22.60%；卖出总计2.14亿元 ，占总成交额比5.20%。 8月26日，东方精工盘中下跌2.03%，截至11:10，报19.81元/股，成交40.44亿元，换手率19.85%，总市 值241.14亿元。 资金流向方面，主力资金净流出6.10亿元，特大单买入3.53亿元，占比8.73%，卖出8.60亿元，占比 21.27%；大单买入7.90亿元，占比19.55%，卖出8.93亿元，占比22.09%。 机构持仓方面，截止2025年6月30日，东方精工十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股1459.71万股，相比上期增加619.82万股。南方中证1000ETF（512100）位居第七大流通股 东，持股786.68万股，为新进股东。华夏中证1000ETF（159845）位居第十大流通股东，持股464.25万 股，为新进股东。 责任编辑：小浪快报 ...

报 告 摘 要 乘势而起：市场新高趋势追踪 触及新高的个股、行业和板块可被视为市场的风向标。越来越多的研究表明动量、趋势跟踪策略的有效性。本报告旨在定期跟踪市场中创新高的个股及其 分布，以追踪市场趋势、把握市场热点。 截至2025年8月22日，上证指数、深证成指、沪深300、中证500、中证1000、中证2000、创业板指、科创50指数250日新高距离分别为0.00%、 0.00%、0.00%、0.00%、0.00%、0.06%、0.00%、0.00%。中信一级行业指数中家电、国防军工、综合、传媒、计算机行业指数距离250日新高较 近，食品饮料、煤炭、房地产、银行、消费者服务行业指数距离250日新高较远。概念指数中，数字货币、万得风电、航天军工、汽车零部件、金属非金 属、汽车、家用电器等概念指数距离250日新高较近。 见微知著：利用创新高个股进行市场监测 截至2025年8月22日，共1606只股票在过去20个交易日间创出250日新高。其中创新高个股数量最多的是机械、医药、电子行业，创新高个股数量占比最 高的是国防军工、有色金属、医药行业。按照板块分布来看，本周制造、科技板块创新高股票数量最多；按照指数分布来看 ...

8月22日，北方长龙盘中下跌2.09%，截至09:43，报159.18元/股，成交1.71亿元，换手率4.42%，总市值151.54亿元。 资金流向方面，主力资金净流出283.41万元，特大单买入0.00元，占比0.00%，卖出386.56万元，占比2.26%；大单买入2378.36万元，占比13.89%，卖出2275.20万元，占比13.29%。 北方长龙今年以来股价涨378.88%，近5个交易日涨7.14%，近20日涨102.52%，近60日涨337.79%。 机构持仓方面，截止2025年3月31日，北方长龙十大流通股东中，永赢科技驱动A（008919）位居第一大流通股东，持股45.15万股，为新进股东。太平智选一年定期开放股票发起式（00979 责任编辑：小浪快报 今年以来北方长龙已经39次登上龙虎榜，最近一次登上龙虎榜为8月20日，当日龙虎榜净买入-769.03万元；买入总计7692.51万元 ，占总成交额比5.24%；卖出总计8461.54万元 ，占总成 资料显示，北方长龙新材料技术股份有限公司位于陕西省西安市国家民用航天产业基地航腾路589号军民融合复合材料产业园电子装配大楼三层，成立日期2010 ...

Macro Dynamics - Trump announced a potential 25% tariff on imports from Japan starting August 1, and indicated a possible trade agreement with India soon [1] - Japan's exports to the US have declined for three consecutive months, with a 26.7% drop in automobile exports in June, leading to an overall 11.4% decrease in exports to the US [6] Industry Updates - The price of silicon wafers has increased significantly, with N-type G10L single crystal silicon wafers rising by 22.09% to an average price of 1.05 yuan per piece, driven by rising raw material prices and improved supply-demand dynamics [5] Financial Institutions - Hangzhou Bank reported a net profit of 11.662 billion yuan for the first half of the year, a year-on-year increase of 16.67% [7] - Hongta Securities announced a plan to repurchase shares worth 100 million to 200 million yuan at a price not exceeding 12.76 yuan per share [8] - An expert from the Dalian branch of the Industrial and Commercial Bank of China is under investigation for serious violations of discipline and law [10] Market Data - The ChiNext Index rose by 1.76%, with strong performance in the CPO sector, while the overall market saw a trading volume exceeding 1.5 trillion yuan [11] - The total margin financing balance increased by 6.808 billion yuan, reaching 1.878165 trillion yuan across both exchanges [12] - The Hang Seng Index fell by 0.08%, while the Hang Seng Tech Index rose by 0.56%, with notable gains in several technology stocks [13] Company Dynamics - Meituan's CEO announced the "Same Boat Fund" to support delivery riders, with over 20 million yuan distributed to nearly 7,000 riders and their families [15] - Zhongwei Company expects a net profit increase of 31.61% to 41.28% year-on-year for the first half of 2025, with projected revenue of approximately 4.961 billion yuan [16] - TSMC's executives expressed optimism about the resumption of sales to China, viewing it as a positive development for the company [17] - Helen Piano announced a potential change in control, leading to a temporary suspension of its stock [18]

Group 1 - The A-share market saw a collective rise on May 7, with the Shanghai Composite Index increasing by 0.80% to close at 3342.67 points, the Shenzhen Component Index rising by 0.22% to 10104.13 points, and the ChiNext Index up by 0.51% to 1996.51 points [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.4683 trillion yuan, an increase of 132.1 billion yuan compared to the previous day [1] - The aerospace and military industry sectors showed strong performance, driven by geopolitical tensions between India and Pakistan, which positively impacted military stocks [1][2] Group 2 - Hunan Tianyan, a company specializing in engine components such as turbochargers and exhaust valves, experienced a significant stock price increase due to news of a potential restructuring with its indirect controlling shareholder, China Weaponry Equipment Group [3] - The company has made progress in the new energy vehicle sector, particularly in electronic water pumps and turbocharger electronic actuators, establishing a dual-market strategy of fluid machinery and fluid electromechanics [3] - Despite the stock price surge, the company's fundamentals are not strong, indicating that the sustainability of the price increase may be limited, and caution is advised for investors [4]