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。 ...

上 市 公 司 机械设备 2025 年 08 月 28 日 巨一科技 (688162) ——Q2 减值不改经营趋势，看好公司 AI 场景落地潜力 报告原因：有业绩公布需要点评 增持（维持） | 市场数据： 2025 年 08 月 27 日 | | | --- | --- | | 收盘价（元） | 31.89 | | 一年内最高/最低（元） | 34.48/15.29 | | 市净率 | 1.8 | | 股息率%（分红/股价） | 0.69 | | 流通 A 股市值（百万元） | 4,372 | | 上证指数/深证成指 3,800.35/12,295.07 | | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 17.38 | | 资产负债率% | 70.61 | | 总股本/流通 A 股（百万） | 137/137 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 08-27 09-27 10-27 11-27 12-27 01-27 02-27 03-27 04 ...

上 市 公 司 机械设备 | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 4.99 | | 资产负债率% | 23.53 | | 总股本/流通 A 股（百万） | 119/66 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 08-27 09-27 10-27 11-27 12-27 01-27 02-27 03-27 04-27 05-27 06-27 07-27 08-27 -100% 0% 100% 200% 300% 400% 万通液压 沪深300指数 (收益率) 相关研究 2025 年 08 月 28 日 万通液压 (830839) ——毛利率提升超预期，出口持续高增长验证公司国际竞 争力 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 08 月 27 日 | | --- | --- | | 收盘价（元） | 42.79 | | 一年内最高/最低（元） | 55.75/8.91 | | 市净率 | 8.6 | | 股息率%（分红/股价） | 1.17 | | 流通 A 股市 ...

Core Viewpoint - SANY International (00631) reported a significant increase in revenue and profit for the six months ending June 30, 2025, driven by its global, digital, and low-carbon strategies [1] Financial Performance - The company achieved a revenue of RMB 12.237 billion, representing a year-on-year increase of 13.76% [1] - Gross profit reached RMB 2.899 billion, up 10.4% year-on-year [1] - Profit attributable to the parent company was RMB 1.294 billion, marking a 25.33% increase compared to the previous year [1] - Basic earnings per share stood at RMB 0.39 [1] Strategic Developments - Revenue growth was primarily attributed to the implementation of global, digital, and low-carbon strategies, leading to significant increases in revenue from large port machinery, oil and gas equipment, and emerging industries [1] - The acquisition of lithium energy business completed on July 22, 2024, provided a new source of revenue [1] International Expansion - The company is steadily advancing its globalization efforts, with international revenue reaching RMB 4.019 billion, a year-on-year growth of 5.4% [1] - The rapid development of the second growth curve from emerging industries is contributing to new profit growth points [1]

Core Insights - SANY International (00631) reported a revenue of RMB 12.237 billion for the six months ending June 30, 2025, representing a year-on-year increase of 13.76% [1] - Gross profit reached RMB 2.899 billion, up 10.4% year-on-year, while profit attributable to shareholders increased by 25.33% to RMB 1.294 billion, with basic earnings per share at RMB 0.39 [1] - The revenue growth was primarily driven by the company's implementation of globalization, digitalization, and low-carbon strategies, leading to significant increases in revenue from large port machinery, oil and gas equipment, emerging industries, and overseas sales of mining trucks [1] Revenue Breakdown - International revenue for the first half of 2025 was RMB 4.019 billion, reflecting a year-on-year growth of 5.4% [1] - The acquisition of lithium energy business completed on July 22, 2024, contributed to new revenue streams for the company [1] - The rapid development of the second growth curve from emerging industries provided new profit growth points [1]

Core Insights - SANY International (00631.HK) reported a revenue of approximately RMB 12,236.6 million for the six months ending June 30, 2025, representing a year-on-year increase of about 13.8% [1] - The group's profit margin before tax for the same period was approximately 14.0%, an increase of about 3.3 percentage points compared to 10.7% for the six months ending June 30, 2024 [1] - The net profit for the period was approximately RMB 1,294.2 million, reflecting a year-on-year increase of about 31.1%, while the profit attributable to the owners of the parent company was approximately RMB 1,294.4 million, up by about 25.3% [1] - The profit growth significantly outpaced revenue growth, indicating a continued high-quality development and enhanced operational capability [1] - The company is steadily advancing its globalization strategy, with international revenue reaching RMB 4,018.9 million in the first half of 2025, a year-on-year increase of 5.4% [1] - The emerging industries developed by the company are rapidly growing, providing new profit growth points [1]

北交所日报 北交所日报（2025.08.28） 2025 年 08 月 28 日 核心观点 分析师 范想想 ：010-8092-7663 ：fanxiangxiang_yj @chinastock.com.cn 分析师登记编码：S0130518090002 相对沪深 300 表现图 2025-08-28 资料来源：iFinD，中国银河证券研究院 相关研究 1. 【银河北交所】2025 年度策略_并购重组助高质 发展，抓两新两重投资机遇 2. 【银河北交所】2024 中期策略_新质生产力赋能 北证，关注国央企投资价值 3. 【中国银河证券】Deepseek 冲击波：北交所_ 中小企业的智能化赋能 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 1 北交所日报 图2：北证与 A 股各行业当日涨跌幅（算数平均/%/ 2025.08.28） 请务必阅读正文最后的中国银河证券股份有限公司免责声明。 2 8 月 28 日，北证 50 涨跌幅为+0.26%，收于 1554.43 点。北证 50 指数 开盘点位为 1550.19 点，最高点位达 1557.68 ...

天眼查App显示，近日，惠州市大牛机械设备有限公司成立，注册资本100万人民币，经营范围为一般 项目：机械设备销售；机械设备租赁；建筑工程机械与设备租赁；仓储设备租赁服务；特种设备出租； 装卸搬运；旧货销售；总质量4.5吨及以下普通货运车辆道路货物运输（除网络货运和危险货物）；普 通机械设备安装服务；国内货物运输代理；建筑工程用机械销售；特种设备销售；电子、机械设备维护 （不含特种设备）；包装服务；建筑材料销售；建筑装饰材料销售；园林绿化工程施工；土石方工程施 工；金属门窗工程施工；五金产品零售；通用设备修理；专用设备修理。（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）。 ...