大元泵业股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有12个交易日股价刷新历史 纪录。截至09:59，该股目前上涨1.12%，股价报57.90元，成交1031.09万股，成交金额5.76亿元，换手 率6.26%，该股最新A股总市值达95.39亿元，该股A股流通市值95.39亿元。 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。 （文章来源：证券时报网） 证券时报·数据宝统计显示，大元泵业所属的机械设备行业，目前整体跌幅为0.16%，行业内，目前股价 上涨的有235只，涨幅居前的有N巴兰仕、乔锋智能、蓝英装备等，涨幅分别为196.07%、14.76%、 10.52%。股价下跌的有331只，跌幅居前的有朗进科技、豪森智能、瑞晟智能等，跌幅分别为7.52%、 5.69%、5.53%。 公司发布的半年报数据显示，上半年公司共实现营业收入9.65亿元，同比增长14.55%，实现净利润1.01 亿元，同比下降27.99%，基本每股收益为0.6100元，加权平均净资产收益率5.94%。（数据宝） ...

晨会纪要（2025/08/28） 编辑人 崔健 022-28451618 SAC NO：S1150511010016 cuijian@bhzq.com 渤海证券研究所晨会纪要（2025.08.28） 宏观及策略研究 券 英伟达发布新一代机器人计算平台，关注产业链投资布局机会——机械设备 行业周报 研 究 报 告 晨 会 纪 要 请务必阅读正文之后的声明 渤海证券股份有限公司具备证券投资咨询业务资格 1 of 7 利润率端边际改善，工企利润实现降幅收窄——2025 年 1-7 月工业企业效益 数据点评 金融工程研究 主要指数全部上涨，两融余额继续上升——融资融券周报 公司研究 经营积极求变，二季度业绩降幅环比收窄明显——索菲亚(002572)2025 年半 年报点评 证 行业研究 晨会纪要（2025/08/28） 宏观及策略研究 利润率端边际改善，工企利润实现降幅收窄——2025 年 1-7 月工业企业效益数据点评 宋亦威（证券分析师，SAC NO：S1150514080001） 严佩佩（证券分析师，SAC NO：S1150520110001） 靳沛芃（研究助理，SAC NO：S1150124030005） 1 ...

Summary of Key Points Core Viewpoint - Hangyang Co., Ltd. has shown a mixed performance in terms of stock trading and financial results, with a slight increase in stock price and a notable rise in revenue and net profit year-on-year. Group 1: Stock Performance - On August 27, Hangyang's stock rose by 1.70%, with a trading volume of 416 million yuan [1] - The financing buy-in amount for Hangyang on the same day was 49.61 million yuan, while the financing repayment was 56.66 million yuan, resulting in a net financing outflow of 7.05 million yuan [1] - As of August 27, the total balance of margin trading for Hangyang was 415 million yuan, with a financing balance of 412 million yuan, accounting for 1.72% of the circulating market value [1] Group 2: Financial Performance - For the first half of 2025, Hangyang achieved an operating income of 7.327 billion yuan, representing a year-on-year growth of 8.92% [2] - The net profit attributable to the parent company for the same period was 479 million yuan, reflecting a year-on-year increase of 9.61% [2] Group 3: Shareholder and Dividend Information - Since its A-share listing, Hangyang has distributed a total of 3.723 billion yuan in dividends, with 2.067 billion yuan distributed over the past three years [3] - As of June 30, 2025, the number of shareholders for Hangyang was 29,900, an increase of 1.89% from the previous period [2] - The third-largest circulating shareholder, Hong Kong Central Clearing Limited, held 28.2115 million shares, a decrease of 12.4229 million shares from the previous period [3]

创业板股最新融资余额为4557.60亿元，环比增加39.05亿元，36只股融资余额环比增长超10%，融资余 额环比降幅超10%的有27只。 证券时报·数据宝统计显示，8月27日创业板指下跌0.69%，创业板股两融余额合计4572.17亿元，较上一 交易日增加39.06亿元，已连续13个交易日增加。其中，融资余额合计4557.60亿元，环比上一日增加 39.05亿元；为连续13个交易日增加。融券余额14.58亿元，环比增加51.57万元。 具体来看，融资余额增长的创业板股有446只，其中，36股融资余额增幅超过10%。增幅最大的是君逸 数码，该股最新融资余额1.64亿元，环比上一交易日增幅为50.82%；股价表现上，该股当日下跌 6.90%，表现弱于创业板指；融资余额增幅较多的还有嘉亨家化、长川科技等，分别增长42.74%、 30.97%。 融资余额增幅10%以上的个股中，从市场表现来看，当日平均下跌0.09%，上涨的有12只，涨幅居前的 有科大智能、长川科技、博苑股份，涨幅分别为19.19%、16.98%、10.91%。跌幅居前的有君逸数码、 久祺股份、华润材料，跌幅分别为6.90%、6.26%、6.09%。 ...

Core Insights - Four companies have released performance forecasts for the first three quarters, all indicating an increase in performance [1] Group 1: Company Performance Forecasts - Company Zhongtai (300435) expects a net profit increase of 79.28% [2] - Company Luxshare Precision (002475) anticipates a net profit increase of 22.50% [2] - Company Zhigao (920101) projects a net profit increase of 17.37% [2] - Company Nengzhi (920056) forecasts a net profit increase of 7.57% [2]

半年报密集披露，机构最新持仓动向曝光!二季度社保基金新进股共有91只。 市场表现方面，社保基金新进股7月以来平均上涨17.67%，涨幅跑赢沪指。具体个股看，大元泵业累计 涨幅151.36%，是新进股中表现最好的，果麦文化、高澜股份等分别上涨86.27%、78.65%位居其后；跌 幅最大的是大地海洋，累计下跌13.15%。（数据宝） 社保基金新进股一览 | 证券代码 | 证券简称 | 社保基金家数 | 社保基金持股量（万股） | 占流通股比例（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 300836 | 佰奥智能 | 2 | 456.86 | 7.23 | 机械设备 | | 688267 | 中触媒 | 1 | 320.00 | 3.45 | 基础化工 | | 300824 | 北鼎股份 | 1 | 1000.00 | 3.16 | 家用电器 | | 300416 | 苏试试验 | 3 | 1486.20 | 2.94 | 社会服务 | | 002588 | 史丹利 | 1 | 2199.99 | 2.56 | 基础化工 | | 301068 | 大地海洋 ...

Core Viewpoint - Apple Inc. is set to hold a product launch event on September 9 at 1 PM Eastern Time, where it is expected to unveil the iPhone 17 series [1] Group 1: Apple Supply Chain - There are over 90 stocks in the A-share market related to Apple's supply chain, primarily concentrated in the electronics and machinery sectors [1] - The average increase in these concept stocks has exceeded 40% this year, significantly outpacing the Shanghai Composite Index [1] - Nine specific stocks, including Longyang Electronics, Huicheng Vacuum, Jepet, and Qiangrui Technology, have seen their stock prices double this year [1] Group 2: Institutional Attention - Since July, 31 concept stocks have been subject to institutional research, indicating heightened interest [1] - Crystal Optoelectronics, Aopt, Industrial Fulian, and Wentai Technology have garnered the highest levels of attention, with each receiving over 100 institutional inquiries [1]

Group 1 - The first batch of mutual fund mid-term reports for 2025 has been released, with several fund managers including Ruiyuan Fund, Galaxy Fund, Zhonggeng Fund, and Nanhua Fund disclosing their reports [1] - Ruiyuan Growth Value Mixed Fund, managed by Fu Pengbo, has hidden heavy holdings in stocks such as BQ Materials, Sunny Optical Technology, Guanghui Energy, Innovent Biologics, Alibaba-W, BYD, Dongshan Precision, Bluestar Technology, Su Da Weige, and Berthelot [1] - Galaxy Industrial Power Mixed Fund, managed by Zheng Weishan, maintains a focus on high-end manufacturing industries, with adjustments in industry allocation but still primarily invested in electronics, computers, power equipment, new energy, communications, and machinery [1] Group 2 - The hidden heavy holdings of Galaxy Industrial Power Mixed Fund include stocks like Shunluo Electronics, Zhongke Feimeng, Shengbang Co., Jianghai Co., and Zhichun Technology, with each stock's market value accounting for over 2% of the fund's net asset value as of the end of Q2 [1] - Liu Sheng, manager of Zhonggeng Value Navigation Mixed Fund, expresses optimism about equity assets, highlighting strong business growth attributes in sectors such as pharmaceuticals, new energy, and smart electric vehicles [1] - The innovative drug sector has shown a continuous industrial trend since Q2, although some signs of bubble formation have emerged in trading, yet there are still opportunities to select undervalued companies with improving core competitiveness [1]

Group 1 - A new company, Baotou Hongteng Industrial and Trade Co., Ltd., has been established with a registered capital of 300,000 RMB [1] - The legal representative of the company is Guo Feng [1] - The company's business scope includes sales and leasing of machinery and equipment, sales of construction machinery, and sales of coal and metal ores [1] Group 2 - The company is also involved in the retail of hardware products, daily necessities, and agricultural products [1] - It engages in wholesale and retail of auto parts, as well as international cargo transportation agency [1] - The company is permitted to conduct business activities independently based on its business license, except for projects that require approval [1]

8月27日，A股市场冲高回落，主要指数多数下跌，上证指数、深证成指均跌逾1%。成交额放量至3.20 万亿元，创历史第二高，为连续11个交易日超2万亿元。行业板块普遍下跌，整个A股市场超4700只股 票下跌。 上市公司2025年中报正在密集披露当中，从前十大流通股东名单来看，QFII二季度明显加大对A股市场 的配置力度。Wind数据显示，截至8月27日中国证券报记者发稿时，已有3290家A股上市公司披露了 2025年中报，其中663家公司的前十大流通股东名单中出现了QFII的身影。具体来看，QFII在二季度新 进成为374只个股的前十大流通股东；同时，对另外157只个股的持股数量相比一季度末有所增加。行业 方面，QFII对电子行业持仓市值超120亿元，对有色金属行业持仓市值超50亿元。 分析人士表示，在当前市场环境下，投资者需稳住心态，理性应对市场波动。配置上，建议聚焦在有真 实利润兑现或者强产业趋势的行业。 主要指数多数下跌 8月27日，A股市场冲高回落，主要指数多数下跌。截至收盘，上证指数、深证成指、创业板指、北证 50指数分别下跌1.76%、1.43%、0.69%、2.60%，科创50指数上涨0.13%。 ...