但咱得拎清楚啊，高换手率就像火锅店里的热闹劲儿：看着红火，得看是真材实料还是营销噱头。有些票是因为行业政策出利好，机构和游资抢筹；可也不 排除个别小票靠概念炒作拉人气，就跟路边摊喊麦似的，看着热闹但没啥真东西。就说这涨幅居前的诚邦股份，做生态修复的，突然放量大涨，您得看看是 不是业绩真有拐点，还是纯靠市场情绪推着走。 作为熬了20年的老江湖，我送大伙儿两句实在话：第一，中长线投资咱得看"地基"，别被短期换手率晃花眼。就像盖房子，热闹的施工场面重要，但钢筋水 泥的质量更关键，得盯着公司的护城河、现金流和行业地位。第二，高换手的板块里确实藏着机会，但得学会"沙里淘金"。比如电力设备里的储能细分赛 道，既有政策托底又有业绩增长，这就比纯炒概念的靠谱多了。 最后提醒一句：换手率就像股市的"体温表"，高烧不退时得警惕是不是"虚火"。咱宁可错过一波短期热闹，也别在概念炒作里当了接盘侠。投资这事儿，跟 煲汤似的，得耐住性子等火候，您说对吧？ 大伙儿周末好啊，我是帮主郑重。这礼拜A股有个事儿挺惹眼——97只股票换手率齐刷刷超过100%，北方长龙更是飙到257%，这量能放得跟开闸放水似 的。好多朋友私信问：这热闹背后到底藏着啥 ...

简阳市融媒体中心 5月底，在2025第六届BME（简阳）全球采购大会暨全球供需对接活动中，SEPP中欧跨国采购平台与简阳6家企业签署14亿元采购合同及合作协议，助力 简阳融入欧洲供应链体系。7月3日，该平台买家部相关负责人实地走访企业，感受"简阳造"硬核实力，为未来深入合作奠定良好基础。 在四川简阳瑞特机械设备有限公司，副总经理杨凯带领SEPP中欧跨国采购平台买家部一行参观了公司生产线，详细介绍产品生产流程和技术特点，向他 们展示了公司核心设备及市场竞争力。 四川简阳瑞特机械设备有限公司副总经理 杨凯： 我们公司是2002年成立，到目前已经23年了，专业生产透平膨胀机。从产值和产量来说是国内排第一的，我们公司也通过了CE认证和俄罗斯市场的EAC 认证，膨胀机的效率和稳定性在国际上也是名列前茅，跟国外进口的膨胀机差距非常小。 瑞特机械是一家专业生产石化通用和空分配套膨胀机组及其辅助设备的国家级科技型中小企业，拥有先进设计、生产、加工能力，年产透平膨胀机100余 台，年产值近6000万元，产品远销中东、东亚、南亚及欧美等10余个国家和地区，覆盖"一带一路"沿线上百个国家项目。 随后，SEPP中欧跨国采购平台买家部 ...

证券研究报告 | 北交所定期报告 | | --- | hyzqdatemark 2025 年 07 月 06 日 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 北证专精特新指数正式亮相，北证 50 指数上半年涨幅领跑全市场指数 证券分析师 ——北交所周观察第三十三期（20250706） 投资要点： 风险提示：宏观经济环境变动风险、市场竞争风险、资料统计误差风险 请务必仔细阅读正文之后的评级说明和重要声明 联系人 2025 年 6 月北证 50 指数涨幅 2.73%，上半年涨幅 39%远跑赢其他主要指数。2025 年 6 月，北证 50 指数（+2.73%），石油石化、传媒、交通运输等涨幅居前。2025 年 6 月共 有 31 家公司涨幅达到或超过 20%，其中九菱科技、同辉信息、远航精密、七丰精工、科 力股份、路桥信息和奔朗新材 7 家公司涨幅超 40%。2025 年上半年北证 50 指数涨幅 （+39%）远跑赢其他主要指数，除此之外科创 200、中证 2000 等指数 ...

Market Performance - During the trading days from June 30 to July 4, all three major A-share indices rose, with the Shanghai Composite Index increasing by 1.40%, the Shenzhen Component Index by 1.25%, and the ChiNext Index by 1.50% [1][2]. Individual Stock Performance - The top-performing stock of the week was *ST Xinyuan, which surged by 69.49%. Other notable gainers included Saily Medical (51.55%), Guangsheng Tang (48.64%), and Liugang Co. (47.43%) [3][4]. - Conversely, the worst performer was Zhongcheng Tui, which plummeted by 70.93%, followed by Tuis Jin Gang (42.86%) and Jinsheng New Materials (21.72%) [3][4]. Trading Activity - A total of 97 stocks had a turnover rate exceeding 100%, with Beifang Changlong leading at 257.63%, followed by Yihua New Materials at 241.81% and Haoshanghao at 241.00% [4][6]. - The sectors with the highest turnover rates included machinery, power equipment, and electronics [4]. Capital Flow - The computer and electronics sectors experienced significant net outflows, each exceeding 10 billion yuan, while the construction materials and agriculture sectors saw net inflows [7][8]. - Ningde Times received the highest net inflow of 1.159 billion yuan, with a weekly increase of 5.90%. Other stocks with notable inflows included Dongshan Precision (897 million yuan) and Jingbeifang (678 million yuan) [8][9]. Margin Trading - Shanghai Pudong Development Bank topped the list for net margin purchases, amounting to 951 million yuan, with a weekly increase of 7.60% [10][11]. Institutional Research - A total of 195 listed companies were researched by institutions, with 聚光科技 receiving the most attention from 94 institutions, followed by 涛涛车业 with 82 institutions [12][13]. - The focus of institutional research was primarily on automotive parts and equipment, industrial machinery, and electronic components [12].

经营范围含许可项目：网络预约出租汽车经营服务；道路货物运输（不含危险货物）（依法须经批准的 项目，经相关部门批准后方可开展经营活动，具体经营项目以审批结果为准）技术服务、技术开发、技 术咨询、技术交流、技术转让、技术推广；汽车销售；新能源汽车整车销售；二手车经纪；小微型客车 租赁经营服务；汽车零配件批发；汽车零配件零售；润滑油销售；商务代理代办服务；广告设计、代 理；图文设计制作；信息咨询服务（不含许可类信息咨询服务）；企业管理；企业管理咨询；办公设备 耗材销售；办公用品销售；供应链管理服务；机械设备销售；互联网销售（除销售需要许可的商品）； 人力资源服务（不含职业中介活动、劳务派遣服务）；劳务服务（不含劳务派遣）；信息技术咨询服 务；销售代理；贸易经纪；采购代理服务；广告制作；广告发布；平面设计；技术进出口；进出口代 理；货物进出口；国内贸易代理；经济贸易咨询；咨询策划服务；市场营销策划（除依法须经批准的项 目外，凭营业执照依法自主开展经营活动） 天眼查App显示，近日，南京锦熠汽车科技有限公司成立，法定代表人为李杏，注册资本200万人民 币，广州锦熠悦行汽车科技有限公司、青岛源新瑞科技服务有限公司持股。 ...

Group 1 - The core viewpoint of the article highlights the increase in financing events in the domestic primary market, with a total of 93 events reported this week, up by 5 from the previous week, and a total financing scale of 10.248 billion RMB [2] - The average financing amount per event is 301 million RMB, with 34 events disclosing their financing amounts [2] - The most active sectors in terms of financing events are intelligent manufacturing, artificial intelligence, and healthcare, with 21, 19, and 9 events respectively [4] Group 2 - In terms of disclosed financing amounts, the energy and power sector leads with a total financing scale of approximately 4.434 billion RMB, highlighted by Yongxiang Co., which completed nearly 4.916 billion RMB in Series A financing [4] - The intelligent manufacturing sector follows with a disclosed financing total of 2.603 billion RMB, including nearly 1 billion RMB in angel round financing for high-performance GPU developer Sunrise [4] - The early-stage companies dominate the financing events with 68 out of 93 events, while 19 are in the growth stage and 6 in the later stage [12] Group 3 - The geographical distribution of financing events shows Jiangsu leading with 19 events, followed by Guangdong with 17 events, and Beijing and Shanghai each with 13 events [10] - The total disclosed financing in Jiangsu is 1.645 billion RMB, while Guangdong's total is 589 million RMB [10] - The report also notes a decrease in disclosed M&A events, with 10 reported this week, down by 6 from the previous week, primarily in intelligent manufacturing, enterprise services, and environmental protection sectors [28] Group 4 - Notable M&A activity includes Huaxing New Energy acquiring 100% of biomass power technology service provider Changqing Environmental Protection for 401 million RMB [28] - Other M&A transactions include Jiatuo Pharmaceutical being acquired for 15 million RMB and Jintong Customs being acquired for approximately 1.014 million RMB [29][30]

Market Performance - The ChiNext Index fell by 0.36%, closing at 2156.23 points, with a total trading volume of 420.45 billion yuan, an increase of 38.45 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 237 stocks closed higher, with 10 stocks hitting the daily limit up, while 1134 stocks closed lower, with 1 stock declining over 10% [1] Turnover Rate - The average turnover rate for the ChiNext today was 4.42%, with 57 stocks having a turnover rate exceeding 20% [1] - The stock with the highest turnover rate was Yihau New Materials, which closed up 5.94% with a turnover rate of 59.80% and a trading volume of 1.174 billion yuan [1] Sector Analysis - In terms of sector performance, the computer industry had the most stocks with a turnover rate exceeding 20%, totaling 10 stocks, followed by the pharmaceutical and mechanical equipment sectors with 8 and 7 stocks, respectively [2] Institutional Activity - Among the high turnover stocks, 8 were listed on the Dragon and Tiger List, with 6 stocks showing institutional presence [3] - Xicet Testing had 3 institutional seats with a total net purchase of 68.63 million yuan, while Longyang Electronics had 1 institutional seat with a net purchase of 21.19 million yuan [3] Fund Flow - A total of 30 high turnover stocks experienced net inflows from main funds, with the highest net inflows seen in Changliang Technology, Sifang Jingchuang, and Nanling Technology, amounting to 425 million yuan, 278 million yuan, and 244 million yuan, respectively [3] Earnings Forecast - Among the high turnover stocks, 2 announced their earnings forecasts for the first half of the year, with Hanyu Pharmaceutical expecting a net profit increase of 1567.36% [4]

分行业看，今日换手率超5%的个股中，所属医药生物行业个股最多，有21只个股上榜；电子、机械设 备等紧随其后，分别有15只、9只个股上榜。 资金流向方面，高换手率个股中，有32股今日获主力资金净流入，净流入金额较多的有汇宇制药、热景 生物、大全能源，净流入金额分别为1.19亿元、7962.57万元、5574.89万元，净流出金额较多的有源杰 科技、炬芯科技、容百科技，净流出金额分别为8245.35万元、8241.45万元、7090.39万元。 从杠杆资金动向看，高换手个股中，共50股近期获杠杆资金净买入，统计显示，截至7月3日，近5日融 资余额增加较多的有科兴制药、微芯生物、瑞可达等，分别增加9752.37万元、9261.48万元、7635.42万 元；融资余额减少金额较多的有荣昌生物、海博思创、广大特材等，分别减少6023.81万元、5671.12万 元、3749.73万元。 科创50指数今日下跌0.01%，报收984.80点，科创板全日成交量29.73亿股，成交额1024.15亿元，加权平 均换手率为1.67%。 证券时报·数据宝统计显示，今日可交易科创板股中，126只股收盘上涨，涨幅超过10%的有5只，涨 ...

证券研究报告 | 策略点评 2025 年 07 月 04 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 6 粤开市场日报-20250704 今日关注 指数涨跌情况：今日 A 股主要指数多数收跌。截止收盘，沪指涨 0.32%，收报 3472.32 点；深证成指跌 0.25%，收报 10508.76 点；科创 50 跌 0.01%，收报 984.80 点；创业板指跌 0.36%，收报 2156.32 点。总体上，全天个股跌多涨 少，Wind 数据显示，全市场 4118 只个股下跌，1169 只个股上涨，129 只个股 收平。沪深两市今日成交额合计 14285 亿元，较上个交易日放量 1188.11 亿 元。 行业涨跌情况：今日申万一级行业涨少跌多，银行、传媒、综合、公用事业、 钢铁、煤炭等行业领涨，美容护理、有色金属、基础化工、轻工制造、环保、 机械设备等行业领跌。 板块涨跌情况：今日涨幅居前概念板块为跨境支付、央企银行、数字货币、 ...

2025 年 7 月 4 日 | C0044@capitalcom.tw | | | --- | --- | | 朱吉翔 目标价(元) | 210 | 公司基本资讯 | 产业别 | | 机械设备 | | --- | --- | --- | | A 股价(2025/7/4) | | 178.02 | | 上证指数(2025/7/4) | | 3461.15 | | 股价 12 个月高/低 | | 256.99/115.5 | | 总发行股数(百万) | | 626.15 | | A 股数(百万) | | 626.15 | | A 市值(亿元) | | 1114.66 | | 主要股东 | | 上海创业投资 | | | | 有限公司 | | | | (15.02%) | | 每股净值(元) | | 32.27 | | 股价/账面净值 | | 5.52 | | | 一个月 三个月 | 一年 | | 股价涨跌(%) | -1.1 -4.8 | 28.7 | 近期评等 | 出刊日期 | 前日收盘 | 评等 | | --- | --- | --- | | 2025-04-24 | 187.35 | 买进 | | 2024 ...