8月13日沪指上涨0.48%，市场两融余额为20462.51亿元，较前一交易日增加117.18亿元。 证券时报·数据宝统计显示，截至8月13日，沪市两融余额10388.87亿元，较前一交易日增加34.31亿元； 深市两融余额10007.46亿元，较前一交易日增加82.54亿元；北交所两融余额66.18亿元，较前一交易日 增加0.33亿元；深沪北两融余额合计20462.51亿元，较前一交易日增加117.18亿元。 分行业看，申万所属行业中，融资余额增加的行业有26个，增加金额最多的行业是非银金融，融资余额 增加23.13亿元；其次是通信、医药生物行业，融资余额分别增加19.03亿元、17.06亿元。 与杠杆资金大幅加仓股相比，有1687股融资余额出现下降，其中，融资余额降幅超过5%的有270只。天 纺标融资余额降幅最大，最新融资余额1087.23万元，与前一个交易日相比，融资余额下降了35.47%； 融资余额降幅较大的个股还有博迅生物、恒合股份等，融资余额分别下降了31.18%、28.95%。 融资余额降幅前20只个股 | 代码 | 简称 | 最新融资余额（万 | 较前一个交易日增减 | 当日涨跌幅（%） | ...

Group 1 - The current market sentiment is rated at 84 points, indicating an "overheated" market condition, which suggests a potential for market resistance as it approaches higher levels [6][9][21] - Recent market trends show a gradual upward movement supported by improved sentiment and policy backing, with historical data indicating that sentiment below 50 points provides market support, while above 90 points may create resistance [9][21] Group 2 - Key themes currently attracting attention include brain-computer interfaces, robotics, and logistics, with specific companies identified as potential investment opportunities in these sectors [7] - In the brain-computer interface sector, new pricing mechanisms for innovative medical technologies have been introduced, which may accelerate clinical applications and returns for related companies such as Innovation Medical and Weisi Medical [7] - The robotics theme is highlighted by the upcoming World Humanoid Robot Games in Beijing, showcasing advancements in motion control and practical applications, with companies like Wolong Electric Drive and Changsheng Bearing being relevant [7] - The logistics sector is experiencing regulatory discussions aimed at promoting high-quality development, with companies like Shentong Express and SF Holding positioned to benefit from the growth of unmanned logistics vehicles [7]

中金公司点评7月金融数据：金融投资活跃或是非银存款大幅多增的重要支撑因素。7月一个突出的特点 是新增非银机构存款较多，7月新增非银机构存款达到2.14万亿元，同比多增1.39万亿元。这已经不是今 年第一次出现非银金融机构存款大幅多增的情况，今年4月新增非银金融机构存款也创下过去10年的最 高纪录。这或反映出在存款利率下降的大背景下，私人部门的金融投资愈加活跃。考虑到7月国债收益 率上升、利率债价格下降，固定收益资产的相对吸引力偏弱，非银金融机构的新增存款有可能更多流向 了股票市场。 ...

2016年以来再融资募资情况 18000 100 90 16000 80 14000 70 12000 60 10000 50 8000 40 6000 30 4000 20 2000 10 0 0 2025年 2016年 2018年 2019年 2020年 2021年 2022年 2024年 2023年 2017年 1—7月 ■ 再跑资募资（亿元，左轴 ） ■ 定增募资（亿元，左轴） =●一 再融资募资占总募资比（％，右轴 ） =●一 定增占再融资募资比（％，右轴 ） | 今年以来再融资市场三大积极变化 | | | | | | | --- | --- | --- | --- | --- | --- | | 对比维度 | | 2023年 | 2024年 | | 2025年 1-7月 | | 半导体行业再融资额占比 (%,不含金融行业) | | 2.66 | 1.46 | | 9.54 | | 简易程序定增项目数量占比 (%) | | 8.76 | 5.52 | | 11.83 | | 定增项目平均发行费用率 (%) | | 1.82 | 2.10 | | 1.39 | | 实施定增的公司发行前一年财务指标对比 ...

央视网消息：8月13日，A股三大股指集体走高，全天成交额突破2万亿元。其中，沪指突破2024年10月8日盘中创下的3674.4点前期高点，收盘于 3683.46点，也创下2021年12月13日以来的新高。 前海开源基金首席经济学家 杨德龙：在流动性驱动下，A股大盘上行趋势稳固。随着国内无风险利率系统性下行，海外美元流动性外溢，增量资金将持 续入市。当前A股市场整体表现较好，随着内外利好因素持续累积，未来有望延续强势表现。相较2015年，随着资本市场定位提升，政策积极引导、制度不 断完善的背景下，预计市场慢牛趋势有望逐步形成。 A股三大指数集体上涨，行业板块涨多跌少，电子化学品、小金属、生物制品、有色金属、非金属材料、证券、通信设备板块涨幅居前，涨停个股突破 百家。 中国银河证券首席策略分析师 杨超：市场或将处于局部热点轮动行情之中，把握业绩景气度较强的配置机会。从上市公司中报业绩预告来看，非银金 融、有色金属、电子、农林牧渔等行业预喜率较高。同时，近期全球风险资产表现强劲，进一步提振A股市场风险偏好，市场上涨和增量资金流入正在形成 正反馈，继续看好后市表现。但投资者也需要风险，警惕纯概念炒作标的，关注基本面及 ...

Core Viewpoint - The article discusses the recent surge in the A-share market, particularly focusing on the increase in margin trading balance, which has surpassed 2 trillion yuan, indicating heightened market activity and investor sentiment [4][7][10]. Market Performance - Since April 8, 2025, major indices have shown a significant number of rising trading days, with the Shanghai Composite Index rising on 66.3% of the 86 trading days [4][6]. - From July 1, 2025, the Shanghai Composite Index has risen on 76% of the 30 trading days, indicating a strong upward trend in the market [4][6]. Margin Trading Balance - The margin trading balance, which includes both financing and securities lending balances, has reached over 2 trillion yuan as of August 5, 2025, marking a significant increase [7][8]. - The last time the margin trading balance reached this level was in July 2015, a period associated with a major bull market and subsequent crash [9][10]. Historical Comparison - Current margin trading balance represents only 2.3% of the A-share market's circulating market value, compared to 5.6% during the peak in 2015, suggesting a more moderate leverage environment [10]. - The number of stocks involved in margin trading has increased to over 4,000, nearly five times the number during the 2015 peak, indicating a diversification of risk [10]. Sector Preferences - Recent inflows into margin trading have favored sectors such as pharmaceuticals, automotive, defense, and machinery, reflecting a trend towards investing in fundamentally strong companies [12][13]. - In contrast to the 2014-2015 period, where financial sectors dominated margin buying, the current environment shows a more balanced distribution across various growth sectors [13].

Market Overview - On August 13, the Shanghai Composite Index rose by 0.48%, the Shenzhen Component Index increased by 1.76%, the ChiNext Index surged by 3.62%, and the CSI 300 Index gained 0.79% [1] - Among the tradable A-shares, 2,733 stocks rose, accounting for 50.50%, while 2,458 stocks declined [1] Capital Flow - The main capital saw a net outflow of 275 million yuan throughout the day [1] - The ChiNext experienced a net outflow of 716 million yuan, while the STAR Market had a net outflow of 2.058 billion yuan; conversely, the CSI 300 saw a net inflow of 1.019 billion yuan [1] Industry Performance - Out of the 28 primary industries classified by Shenwan, 22 industries saw gains, with the top performers being the communication sector (up 4.91%) and non-ferrous metals (up 2.37%) [1] - The banking and coal industries had the largest declines, with decreases of 1.06% and 0.81%, respectively [1] Industry Capital Inflows - The non-bank financial sector led in net capital inflow, with a total of 4.015 billion yuan and a daily increase of 1.13% [2] - The communication sector followed with a net inflow of 2.655 billion yuan and a daily increase of 4.91% [2] Industry Capital Outflows - The food and beverage sector experienced the largest net outflow, totaling 2.004 billion yuan and a daily decline of 0.42% [2] - The banking sector also saw significant outflows, with a net outflow of 1.852 billion yuan and a decline of 1.06% [2] Individual Stock Performance - A total of 1,952 stocks had net inflows, with 852 stocks seeing inflows exceeding 10 million yuan; 139 stocks had inflows over 100 million yuan [2] - The stock with the highest net inflow was Dongfang Caifu, which rose by 2.46% with a net inflow of 1.835 billion yuan [2] - The stocks with the largest net outflows included Huasheng Tiancai, Guizhou Moutai, and Zhangjiang Hi-Tech, with outflows of 1.320 billion yuan, 1.028 billion yuan, and 476 million yuan, respectively [2]

沪指8月13日上涨0.48%，申万所属行业中，今日上涨的有22个，涨幅居前的行业为通信、有色金属， 涨幅分别为4.91%、2.37%。非银金融行业今日上涨1.13%。跌幅居前的行业为银行、煤炭，跌幅分别为 1.06%、0.81%。 资金面上看，两市主力资金全天净流出2.75亿元，今日有10个行业主力资金净流入，非银金融行业主力 资金净流入规模居首，该行业今日上涨1.13%，全天净流入资金40.15亿元，其次是通信行业，日涨幅为 4.91%，净流入资金为26.55亿元。 主力资金净流出的行业有21个，食品饮料行业主力资金净流出规模居首，全天净流出资金20.04亿元， 其次是银行行业，净流出资金为18.52亿元，净流出资金较多的还有建筑装饰、公用事业、计算机等行 业。 | 600599 | *ST熊猫 | -0.86 | 2.05 | -114.82 | | --- | --- | --- | --- | --- | | 000935 | 四川双马 | -0.20 | 1.49 | -262.38 | | 000987 | 越秀资本 | 0.52 | 1.21 | -388.82 | | 603300 | 海南华 ...

广发基金在港股投资领域深耕多年，旗下港股系列ETF产品线齐全、工具属性突出。一方面，产品覆盖 纯科技、创新药、非银金融、新消费、红利等核心赛道，可满足投资者把握热点轮动的需求；另一方 面，部分产品如港股创新药ETF、恒生科技ETF龙头、中概互联ETF等规模与流动性优势显著，便于资 金高效参与。 | 佗胶付已主谜伯致儿 | | 十不无儿玩 | | --- | --- | --- | | 港股创新药ETF | 跟踪港股创新药(CNY)指数 | 513120 | | 近一年该指数 | 市盈率PE(TTM) | 指数处于发布以 | | 指数聚焦香港市场中不超过50家主 营业务涉及创新药研发的上市公司 | 涨跌 | 来估值分位数 | | 117.7% | 37 | 38% | | 港股通非银ETF | 跟踪港股通非银指数 | 513750 | | 指数由港股通证券范围中符合非银 | 近一年该指数 市盈率PE(TTM) 涨跌 | 指数处于发布以 来估值分位数 | | 行金融主题的不超过50家公司证券 | | | | 细成 | 10 97.3% | 43% | | 港股通科技ETF | 跟踪恒生港股通科技主题指数 | 15 ...

属 涨停股中，*ST奥维、*ST汇科等6只股为ST股。连续涨停天数看，吉视传媒已连收5个涨停板，连续涨 停板数量最多。从上午收盘涨停板封单量来看，衢州发展最受资金追捧，上午收盘涨停板封单有 29808.92万股，其次是沧州明珠、长城证券等，涨停板封单分别有7947.83万股、6797.30万股。以封单 金额计算，衢州发展、荣科科技、光库科技等涨停板封单资金最多，分别有13.50亿元、10.47亿元、 7.75亿元。 两市涨停股一览 | 代码 | 简称 | 收盘价 | 换手率 | 涨停板封单（万 | 封单资金（万 | 行业 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | （%） | 股） | 元） | | | 600208 | 衢州发展 | 4.53 | 0.26 | 29808.92 | 135034.40 | 房地产 | | 300290 | 荣科科技 | 22.92 | 11.44 | 4570.00 | 104744.44 | 计算机 | | 300620 | 光库科技 | 79.30 | 11.23 | 977.34 | 77502. ...