证券研究报告 | 浙商早知道 报告日期：2025 年 08 月 29 日 浙商早知道 2025 年 08 月 29 日 ： 张延兵 执业证书编号：S1230511010020 ： 021-80106048 ： zhangyanbing@stocke.com.cn 市场总览 重要点评 http://www.stocke.com.cn 1/3 请务必阅读正文之后的免责条款部分 ❑ 大势：周四上证指数上涨 1.1%，沪深 300 上涨 1.8%，科创 50 上涨 7.2%，中证 1000 上涨 1.5%，创业板指上涨 3.8%，恒生指数下跌 0.8%。 ❑ 行业：周四表现最好的行业分别是通信（+7.1%)、电子（+5.5%)、国防军工（+2.3%)、计算机（+2.1%)、非银金 融（+1.5%)，表现最差的行业分别是煤炭（-0.8%)、农林牧渔（-0.7%)、纺织服饰（-0.5%)、食品饮料（-0.4%)、 医药生物（-0.2%)。 ❑ 资金：周四沪深两市总成交额为 29708 亿元，南下资金净流出 204.4 亿港元。 ❑ 【浙商传媒互联网 冯翠婷/陈磊】神州泰岳（300002）公司点评：产品周期过渡期，新游有望 ...

格隆汇8月28日丨中国恒天立信国际(00641.HK)公告，2025上半年，集团于充满不确定的经济环境中营 运，惟同时亦于逆境中持盈保泰，积极降本增效，确保集团各板块业务的可持续发展。期内，集团录得 综合营业收入约10.9亿港元，较去年同期增加21%，当中染整机械业务占79%、不锈钢铸造产品与不锈 钢供应链业务占21%。公司拥有人应占溢利约1600万港元(2024年6月30日止6个月：亏损约4500万港 元)；每股基本盈利及摊薄后盈利均为1.49港仙而去年同期为每股亏损4.09港仙。 ...

资金面上看，两市主力资金全天净流出443.43亿元，今日有5个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨5.53%，全天净流入资金105.53亿元，其次是通信行业，日涨幅为 7.14%，净流入资金为49.98亿元。 沪指8月28日上涨1.14%，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、电子，涨幅 分别为7.14%、5.53%。跌幅居前的行业为煤炭、农林牧渔，跌幅分别为0.81%、0.73%。医药生物行业 今日下跌0.20%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600211 | 西藏药业 | 9.00 | 11.64 | 32028.90 | | 300049 | 福瑞股份 | 15.35 | 19.73 | 29335.67 | | 603222 | 济民健康 | 9.96 | 24.19 | 12589.52 | | 603087 | 甘李药业 | 4.40 | 3.94 | 8203.50 | | 000963 | 华东医药 | -0. ...

智通财经APP讯，林州重机(002535.SZ)发布2025年半年度报告，报告期内，公司实现营业收入9.06亿 元，同比增长3.02%。实现归属于上市公司股东的净利润5054.3万元，同比下降47.50%。实现归属于上 市公司股东的扣除非经常性损益的净利润4787.12万元，同比下降48.00%。基本每股收益0.063元。 ...

未来机器有限公司(01401)发布截至2025年6月30日止6个月中期业绩，集团收益人民币16.01亿元，同比 增长27.37%;净利润1150.8万元，同比增长24.79%;每股盈利1.12分。 ...

Summary of Key Points Core Viewpoint - A total of 657 stocks reported their latest shareholder numbers as of August 20, with 337 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 657 stocks, 35 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Huakang Clean, which saw a decrease of 27.60% to 10,900 shareholders, while its stock price increased by 6.11% during the same period [3][5]. - Sheyan Institute reported a 24.78% decrease in shareholder numbers to 32,795, with a cumulative decline of 23.32% in stock price [3][5]. Group 2: Stock Performance - The average increase for concentrated stocks from August 1 to August 10 was 7.13%, slightly underperforming the Shanghai Composite Index, which rose by 7.57% [2]. - Among the stocks with a decline in shareholder numbers, Dongtian Micro had the highest increase of 57.58% since August 1 [2]. Group 3: Industry Insights - The concentrated stocks are primarily found in the machinery, basic chemicals, and pharmaceutical industries, with 45, 37, and 28 stocks respectively [3]. - The performance of concentrated stocks from August 11 onwards averaged an increase of 2.39%, with notable gains from Boyuan Co., Yidong Electronics, and Northern Rare Earth, which rose by 58.87%, 46.30%, and 45.10% respectively [3]. Group 4: Financial Performance - Among the concentrated stocks, 254 have released their semi-annual reports, with Fuji Lai showing the highest net profit growth of 12,430.96% year-on-year [4]. - Nanshan Holdings is expected to report a median net profit of 92 million, reflecting a year-on-year increase of 177.84% [4].

Group 1 - The article highlights a trend of decreasing shareholder accounts among 658 companies, with 97 companies experiencing a decline for more than three consecutive periods, indicating a concentration of shares [1][2] - Notable companies with significant declines in shareholder accounts include Unisoc Microelectronics, which has seen a 27.88% drop over 13 periods, and ZTE Corporation, with a 16.17% decrease over 12 periods [1][2] - The article mentions that among the companies with decreasing shareholder accounts, 64 have seen their stock prices rise, while 33 have experienced declines, with notable gainers including Yidong Electronics, ZTE Corporation, and Chuangyitong, which have increased by 82.55%, 46.31%, and 45.50% respectively [2] Group 2 - In terms of industry distribution, the companies with decreasing shareholder accounts are primarily concentrated in the basic chemicals, machinery equipment, and electronics sectors, with 14, 11, and 8 companies respectively [2] - The main board has 62 companies with decreasing shareholder accounts, while the ChiNext board has 33, and the Sci-Tech Innovation board has 2 [2] - Among the companies that have reported their semi-annual results, Fujilai has the highest year-on-year net profit growth of 12430.96%, while Nanshan Holdings is expected to have a net profit median of 92 million, reflecting a year-on-year increase of 177.84% [3]

Group 1 - The Shanghai Composite Index rose by 1.14%, with 109 stocks closing at historical highs [1] - Among the tradable A-shares, 2868 stocks increased in price, accounting for 52.94%, while 2402 stocks decreased, making up 44.34% [1] - The average price increase for stocks that reached historical highs was 8.14%, with notable gainers including Longyang Electronics, Tianfu Communication, and Dingtong Technology [1][2] Group 2 - The total net inflow of main funds into stocks that reached historical highs was 16.725 billion yuan, with 83 stocks experiencing net inflows [2] - The stocks with the highest net inflows included SMIC, Shenghong Technology, and Industrial Fulian, with net inflows of 2.489 billion yuan, 1.479 billion yuan, and 1.226 billion yuan respectively [2] - The average total market capitalization of stocks that reached historical highs was 63.314 billion yuan, with Industrial Fulian and Cambrian Technology having the highest market capitalizations of 971.922 billion yuan and 664.303 billion yuan respectively [2] Group 3 - The electronics, communication, and machinery equipment sectors had a significant concentration of stocks reaching historical highs, with 39, 15, and 14 stocks respectively [1] - Notable stocks that reached historical highs included Longyang Electronics at 72.58 yuan, Haoen Automotive at 115.33 yuan, and Dingtong Technology at 127.36 yuan, all with daily increases of 20% [2][3] - The stock with the highest closing price was Cambrian Technology at 1587.91 yuan, which increased by 15.73% [1][2]

创业板指今日上涨3.82%，报收2827.17点，创业板全日成交额8397.68亿元，比上个交易日减少482.97亿 元。今日可交易创业板股中，730只股收盘上涨，涨幅超过10%的有32只，其中，隆扬电子、奕东电 子、艾比森等8股涨停，涨幅在5%至10%之间的有79只，收盘下跌的有631只，跌幅超10%的有1只。 证券时报·数据宝统计显示，换手率方面，创业板今日平均换手率为6.63%，换手率区间分布显示，换手 率超过20%的有40只，换手率10%~20%之间的有302只，换手率5%~10%的有605只，换手率1%~5%的有 428只，换手率不足1%的有10只。 换手率最高的是隆扬电子，该股今日收盘涨停，全天换手率51.18%，成交额27.34亿元；其次是思泰 克，该股今日收盘上涨15.49%，全天换手率40.98%，成交额11.14亿元；换手率居前的还有挖金客、科 大智能、宏景科技等，换手率分别为35.80%、34.31%、33.41%。 从市场表现看，高换手率股中，今日上涨的有31只，隆扬电子、豪恩汽电、国际复材等收盘涨停，跌幅 居前的有鑫磊股份、科大智能、神农种业等，分别下跌5.43%、4.48%、2.7 ...

智通财经APP讯，未来机器有限公司(01401)发布截至2025年6月30日止6个月中期业绩，集团收益人民币 16.01亿元，同比增长27.37%;净利润1150.8万元，同比增长24.79%;每股盈利1.12分。 ...