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乐鑫科技盘中创历史新高
Zheng Quan Shi Bao Wang· 2025-08-27 02:33
乐鑫科技股价创出历史新高,截至9:44,该股上涨10.67%,股价报207.50元,成交量248.07万股,成交 金额4.99亿元,换手率1.58%,该股最新A股总市值达325.16亿元,该股A股流通市值325.16亿元。 证券时报·数据宝统计显示,乐鑫科技所属的电子行业,目前整体涨幅为1.48%,行业内,目前股价上涨 的有283只,涨停的有旭光电子、博通集成等3只。股价下跌的有190只,跌幅居前的有南亚新材、炬光 科技、英飞特等,跌幅分别为6.31%、4.33%、4.29%。 公司发布的一季报数据显示,一季度公司共实现营业收入5.58亿元,同比增长44.08%,实现净利润 9370.44万元,同比增长73.80%,基本每股收益为0.8523元,加权平均净资产收益率4.26%。 7月8日公司发布上半年业绩预告,预计实现净利润2.50亿元至2.70亿元,同比变动区间为 65.00%~78.00%。(数据宝) 两融数据显示,该股最新(8月26日)两融余额为6.54亿元,其中,融资余额为6.50亿元,近10日增加 5384.08万元,环比增长9.04%。 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 ...
寒武纪股价又创新高,今日涨6.32%
Zheng Quan Shi Bao Wang· 2025-08-27 02:31
寒武纪股价再创历史新高,该股近期呈不断突破新高之势,近一个月累计有10个交易日股价刷新历史纪 录。截至09:38,该股目前上涨6.32%,股价报1413.00元,成交360.97万股,成交金额49.81亿元,换手 率0.86%,该股最新A股总市值达5911.29亿元,该股A股流通市值5911.29亿元。 证券时报·数据宝统计显示,寒武纪所属的电子行业,目前整体涨幅为1.25%,行业内,目前股价上涨的 有288只,涨幅居前的有隆扬电子、必易微、合力泰等,涨幅分别为11.11%、10.70%、9.14%。股价下 跌的有184只,跌幅居前的有思泉新材、南亚新材、朝阳科技等,跌幅分别为6.57%、5.10%、4.18%。 两融数据显示,该股最新(8月26日)两融余额为89.01亿元,其中,融资余额为88.52亿元,近10日增加 29.01亿元,环比增长48.76%。 公司发布的半年报数据显示,上半年公司共实现营业收入28.81亿元,同比增长4347.82%,实现净利润 10.38亿元,同比增长295.82%,基本每股收益为2.5000元,加权平均净资产收益率17.31%。(数据宝) 注:本文系新闻报道,不构成投资建议 ...
融资融券每周观察(2025.8.18-2025.8.22)
申万宏源证券上海北京西路营业部· 2025-08-27 02:23
Market Overview - The A-share market demonstrated resilience this week, unaffected by external adjustments in overseas markets, indicating independent market behavior [15] - The Shanghai Composite Index closed at 12,166.06, up 4.57%, while the Shenzhen Component Index closed at 3,825.76, up 3.49% [4] - Average daily trading volume exceeded 25 billion yuan, marking a significant increase in market activity [15] Industry Performance - All 31 sectors in the Shenwan primary industry classification experienced gains, with no sectors declining [5] - The top three performing sectors were Communication, Electronics, and Comprehensive, while there were no sectors with negative performance [5] Financing and Margin Trading - As of August 22, the total margin trading balance in the market reached 2,155.1 billion yuan, an increase of 925 million yuan from the previous week [6] - The financing balance was 2,140.1 billion yuan, up 915 million yuan, while the margin balance increased by 9 million yuan to 14.9 billion yuan [6] Net Buying Trends - Most industries recorded positive net buying amounts, indicating strong investor interest across various sectors [7] - The top ten stocks by net financing purchases included ZTE Corporation (198.75 million yuan), SMIC (186.91 million yuan), and Cambricon Technologies (173.11 million yuan), primarily in the Communication and Electronics sectors [10] ETF Performance - The top ten ETFs by net financing purchases included the CSI 500 ETF (6.04 million yuan) and the Guotai CSI All-Share Securities Company ETF (3.99 million yuan), reflecting investor preferences for diversified exposure [11][12]
新恒汇股价跌5.32%,招商基金旗下1只基金重仓,持有382股浮亏损失2085.72元
Xin Lang Cai Jing· 2025-08-27 02:13
Company Overview - Xin Heng Hui Electronic Co., Ltd. is located in Zibo City, Shandong Province, established on December 7, 2017, and listed on June 20, 2025. The company specializes in smart card business, etched lead frame business, and IoT eSIM chip testing services [1]. Business Composition - The revenue composition of Xin Heng Hui is as follows: smart card business accounts for 59.74%, etched lead frame business for 28.34%, IoT eSIM chip testing for 6.16%, and other businesses for 5.76% [1]. Stock Performance - On August 27, Xin Heng Hui's stock fell by 5.32%, trading at 97.19 CNY per share, with a transaction volume of 333 million CNY and a turnover rate of 7.29%. The total market capitalization is 23.282 billion CNY [1]. Fund Holdings - According to data, one fund under China Merchants Fund holds shares in Xin Heng Hui. The fund, China Merchants CSI 300 Real Estate Equal Weight Index A (161721), held 382 shares in the second quarter, representing 0.0006% of the circulating shares, ranking as the eighth largest holding [2]. Fund Performance - The China Merchants CSI 300 Real Estate Equal Weight Index A (161721) has a total asset size of 412 million CNY. Year-to-date, it has lost 3.08%, ranking 4219 out of 4222 in its category. Over the past year, it has gained 5.62%, ranking 3723 out of 3766, and has lost 43.97% since inception [2]. Fund Management - The fund manager for China Merchants CSI 300 Real Estate Equal Weight Index A is Wang Ningyuan, who has been in the position for 184 days. During his tenure, the best fund return was 14.09%, while the worst was 0.17% [3].
53股受融资客青睐,净买入超亿元
Zheng Quan Shi Bao Wang· 2025-08-27 02:11
截至8月26日,市场融资余额合计2.19万亿元,较前一交易日增加191.90亿元,这已经是融资余额连续3 个交易日持续增加,其中,沪市融资余额11118.19亿元,较前一交易日增加106.27亿元;深市融资余额 10729.62亿元,较前一交易日增加85.60亿元;北交所融资余额73.79亿元,较前一交易日增加341.00万 元。 证券时报·数据宝统计显示,具体到个股,8月26日共有2025只股获融资净买入,净买入金额在千万元以 上的有765只,其中53只融资净买入额超亿元。胜宏科技融资净买入额居首,当日净买入10.42亿元,其 次是寒武纪、中科曙光,融资净买入金额分别为5.93亿元、5.43亿元,融资净买入金额居前的还有中芯 国际、招商银行、中信证券等。 分行业统计,获融资客净买入超亿元个股中,电子、计算机、非银金融等行业最为集中,分别有15只、 5只、4只个股上榜。板块分布上,大手笔净买入个股中,主板有34只,创业板有11只,科创板有8只。 融资客大手笔净买入个股中,从最新融资余额占流通市值比例看,算术平均值为4.23%,融资余额占比 最高的是江淮汽车,该股最新融资余额120.06亿元,占流通市值的比例为 ...
两融余额三连升 168股获融资净买入超亿元
Zheng Quan Shi Bao Wang· 2025-08-27 02:01
两融余额持续回升,最新市场两融余额22076.11亿元,连续3个交易日增加,期间杠杆资金大幅加仓哪 些股票? 证券时报·数据宝统计显示,截至8月26日,沪深北两融余额为22076.11亿元,较上一交易日增加192.84 亿元,其中融资余额21921.60亿元,较上一日增加191.90亿元。分市场来看,沪市两融余额为11225.47 亿元,较上一日增加106.56亿元,深市两融余额10776.85亿元,较上一日增加86.25亿元。北交所两融余 额73.80亿元,较上一日增加334.50万元。值得注意的是,这已经是两融余额连续3个交易日持续增加, 其间两融余额合计增加608.16亿元。 分行业看,两融余额连续增加的态势下,申万所属的31个行业中,融资余额增加的共有27个行业,电子 行业融资余额增加最多,其间融资余额增加219.45亿元,融资余额增加居前的行业还有计算机、通信 等;融资余额减少的行业有煤炭、建筑装饰等。以幅度进行统计,电子行业融资余额增幅最高,达 8.23%,其次是通信、美容护理,增幅分别为6.32%、4.74%。 融资余额行业变动 | 行业 | 最新融资余额(亿元) | 融资余额增加额(亿元) | ...
养老金二季度现身9只科创板股
Zheng Quan Shi Bao Wang· 2025-08-27 01:53
科创板股机构持股动向曝光,二季度末养老金共现身9只科创板股前十大流通股东榜,新进2只。 业绩方面,养老金持有个股中,上半年净利润同比增长的有7只,净利润增幅最高的是容知日新,公司 上半年共实现净利润1423.55万元,同比增幅为2063.42%,净利润同比增幅居前的还有华丰科技、生益 电子等,净利润分别增长940.64%、452.11%。 市场表现方面,养老金持有的科创板股中,7月以来平均上涨20.57%。从具体个股看,华丰科技累计涨 幅40.94%,表现最好,生益电子、世华科技等分别上涨40.16%、34.72%位居其后。跌幅最大的是国科 军工,累计下跌6.13%。(数据宝) 养老金持有的科创板股 | 代码 | 简称 | 养老金家 | 养老金持股量(万 | 环比 | 占流通股比例 | 持股市值(万 | | --- | --- | --- | --- | --- | --- | --- | | | | 数 | 股) | (%) | (%) | 元) | | 688183 | 生益电 | 1 | 533.39 | 新进 | 0.64 | 27309.59 | | | 子 | | | | | | | 688597 ...
26个行业获融资净买入 19股获融资净买入额超2亿元
Zheng Quan Shi Bao Wang· 2025-08-27 01:45
个股方面,8月26日有2025只个股获融资净买入,净买入金额在1亿元以上的有53股。其中,19股获融资 净买入额超2亿元。胜宏科技获融资净买入额居首,净买入10.42亿元;融资净买入金额居前的还有寒武 纪、中科曙光、中芯国际、招商银行、中信证券、比亚迪、阳光电源等股,净买入金额均超3.5亿元。 Wind统计显示,8月26日,申万31个一级行业中有26个行业获融资净买入,其中,电子行业获融资净买 入额居首,当日净买入64.55亿元;获融资净买入居前的行业还有电力设备、银行、计算机、非银金 融、医药生物、机械设备等,净买入金额均超8亿元。 ...
A股开盘速递 | 三大股指集体高开 AI语料、华为概念、云计算等板块涨幅居前
智通财经网· 2025-08-27 01:44
Market Overview - The three major A-share indices opened higher, with the Shanghai Composite Index rising by 0.03% and the ChiNext Index increasing by 0.2% [1] - Sectors such as AI data, Huawei concepts, and cloud computing saw significant gains [1] Institutional Insights - Zheshang Securities suggests adopting a bullish mindset for the medium term, focusing on balanced allocation in large financials and broad technology sectors [1] - The firm indicates that the market is currently in a "main rising wave 3" phase, with no clear signs of stopping the slow but steady upward momentum [1] - They recommend increasing attention to previously lagging sectors like real estate and actively identifying low-position stocks within sectors [1] Future Market Expectations - Shenwan Hongyuan anticipates that the market will maintain strength until early September, with limited correction expected afterward [2] - The firm emphasizes that a comprehensive bull market requires further accumulation of positive factors, including improvements in the fundamental outlook by 2026 [2] - The focus may shift from short-term momentum to mid-term projections post-September, with particular attention on innovative pharmaceuticals and computing power as key opportunities [2] Short-term Market Trends - Dongfang Securities predicts a steady upward trend in the short term, while closely monitoring policy, capital, and external market changes [3] - The firm suggests investment opportunities in sectors such as non-ferrous metals, food and beverages, real estate, and aerospace [3]
公募基金规模首次突破35万亿元大关;法拍竞价超500次,牛散入场接盘锦龙股份 | 券商基金早参
Mei Ri Jing Ji Xin Wen· 2025-08-27 01:44
|2025年8月27日 星期三| NO.3 百亿元级私募机构二季度重仓五大行业个股 随着A股上市公司2025年中报披露进入尾声,百亿元级私募机构的最新持仓情况逐渐浮出水面。私募排 排网最新数据显示,按2025年8月26日已经披露中报的A股上市公司前十大流通股股东名单统计,已有 27家百亿元级私募机构旗下产品出现在94家公司前十大流通股股东名单中,合计持股市值达347.31亿 元。从行业分布来看,二季度,百亿元级私募机构的重仓股主要集中在电子、医药生物、计算机、机械 设备和基础化工五大领域,重仓股数量依次为15只、13只、10只、8只和7只。 点评:百亿级私募二季度重仓电子、医药生物等五大行业,显示其对科技创新和制造业升级的持续看 好。这些行业代表经济转型方向,私募重仓或引领市场资金流向相关优质标的。电子、计算机等科技板 块估值有望获得支撑,医药生物则受益于人口老龄化趋势。整体来看,私募机构布局反映对结构性机会 的把握,或为市场提供新的投资风向标。 NO.4 长城证券:2025年上半年净利润13.85亿元,同比增长91.92% NO.1 法拍竞价超500次,牛散入场接盘锦龙股份 锦龙股份最新公告披露,公司控股股 ...