证券之星消息，7月29日通信设备板块较上一交易日上涨4.44%，德科立领涨。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。通信设备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日通信设备板块主力资金净流入6.64亿元，游资资金净流出11.39亿元，散户资金 净流入4.75亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688205 | 德科立 | 64.48 | 15.66% | 23.85万 | 14.86 Z | | 300394 | 天孚通信 | 101.08 | 13.83% | 68.50万 | 66.12 Z | | 300414 | 中光防雷 | 16.03 | 11.40% | 87.49万 | 14.08亿 | | 688313 | 代佳光子 | 66.88 | 10 ...

Group 1 - The computer equipment sector increased by 0.29% on July 29, with Xiling Information leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] - Xiling Information's stock price rose by 9.51% to 20.15, with a trading volume of 429,300 shares and a transaction value of 829 million yuan [1] Group 2 - The main funds in the computer equipment sector experienced a net outflow of 577 million yuan, while retail investors saw a net inflow of 748 million yuan [3] - The trading performance of other notable stocks included: - Xiongdi Technology up 6.54% to 30.29 with a transaction value of 1.02 billion yuan - Sanwei Xinan up 6.22% to 43.89 with a transaction value of 153 million yuan - Jinyi Technology up 5.61% to 25.79 with a transaction value of 352 million yuan [1][3]

Group 1 - The core viewpoint indicates that the rail transit equipment sector experienced a slight decline of 0.21% on July 29, with Jiuzhou Yitui leading the drop [1] - The Shanghai Composite Index closed at 3609.71, reflecting an increase of 0.33%, while the Shenzhen Component Index closed at 11289.41, showing a rise of 0.64% [1] Group 2 - In terms of capital flow, the rail transit equipment sector saw a net outflow of 13.32 million yuan from main funds, while speculative funds had a net inflow of 83.27 million yuan, and retail investors experienced a net outflow of 69.95 million yuan [2]

天眼查商业履历信息显示，上海贝岭股份有限公司，成立于1988年，位于上海市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本70892.3303万人民币，实缴资本17820万人 民币。公司法定代表人为杨琨。 通过天眼查大数据分析，上海贝岭股份有限公司共对外投资了11家企业，参与招投标项目79次，知识产 权方面有商标信息7条，专利信息643条，此外企业还拥有行政许可76个。 来源：金融界 金融界消息 截至2025年7月29日收盘，上海贝岭（600171）报收于35.52元，上涨2.48%，换手率 6.02%，成交量42.67万手，成交金额15.03亿元。 资金流向方面，今日主力资金净流入1.24亿元，占比成交额8.24%。其中，超大单净流入1.03亿元、占 成交额6.87%，大单净流入2067.28万元、占成交额1.38%，中单净流出流出1797.66万元、占成交额 1.2%，小单净流出10590.02万元、占成交额7.05%。 上海贝岭最新一期业绩显示，截至2025一季报，公司营业总收入4.69亿元、同比增长6.01%，归属净利 润3838.57万元，同比增长4.03%，扣非净利润153 ...

7月29日，截至港股收盘，恒生指数下跌0.15%，报25524.45点。新世纪医疗（01518.HK）收报0.89港 元/股，上涨8.54%，成交量2.2万股，成交额1.91万港元，振幅6.1%。 资料显示，新世纪医疗控股有限公司是专注于向儿童和妇女提供优质中高端医疗服务的私立医疗集团。 首家医院成立于2002年,并于2006年正式运营。新世纪医疗于北京较早开拓全面儿科及妇产科一体化私 立医疗服务,公司立足儿科专而全的优势,提供更具竞争力的妇儿一体化医疗服务。 2002年,公司与北京儿 童医院合资成立新世纪儿童医院,是早期进入私立儿科医疗市场的机构之一。医院提供儿科全科医疗服 务,在北京私立儿科医疗服务提供者中拥有较高的品牌知名度及较好的品牌认知度。 新世纪与三甲公立 医院进行医疗技术合作,结合自身优质的医疗资源实践高水准高效率的医疗业务,建立了高效且标准化的 管理系统。新世纪拥有覆盖儿科全科业务的优秀医生及护理团队,团队临床经验丰富、医疗理念前沿,是 北京少数可提供儿童全科,复杂疾病治疗的私立医疗机构之一。新世纪医疗依托先进及全面的儿科服务, 充分带动妇产科发展,为儿童及妇女提供一站式一体化的中高端医疗服务 ...

7月29日，神开股份今日收盘9.66元，下跌3.88%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到64.93倍，总市值35.15亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入2.02亿元，同比41.78%；净利润1846.02万元， 同比434.81%，销售毛利率33.79%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13神开股份64.93116.533.0835.15亿行业平均 69.5788.745.0368.75亿行业中值55.2456.193.4343.76亿1天地科技7.779.981.01261.56亿2广日股份 10.9010.821.0087.85亿3润邦股份11.8011.991.3058.15亿4弘亚数控13.6913.442.4569.53亿5华荣股份 14.3215.283.1670.64亿6杰瑞股份14.8215.331.85402.78亿7锡装股份15.7416.191.6941.30亿8伊之密 15.8516.283.1998.96亿9康力电梯15.9316.621.6559.35亿10软控股份17.6017.861.5090.42亿 ...

Core Viewpoint - The communication ETF (515880) has risen over 2.3%, driven by Nvidia's H20 chip approval for sales to China, which is expected to alleviate domestic computing power shortages and promote the development of large models and AI applications [1] Group 1: Industry Developments - Nvidia's H20 chip approval is anticipated to ease the shortage of computing power in China, benefiting downstream AI applications [1] - Meta plans to invest several hundred billion dollars in AI, with a goal to deploy a supercluster with computing capacity exceeding 1GW, positively impacting related supply chains such as PCB, optical modules, and switches [1] - The communication industry is making continuous progress in satellite internet, 5G-A, and 6G standard research, with ongoing policy catalysts indicating a positive long-term development outlook [1] Group 2: Market Performance - The AI computing sector is benefiting from the lifting of restrictions on upstream computing cards, performance iterations of large models in the midstream, and increased capital expenditure in the downstream, leading to an overall positive industry trend [1] - The communication ETF (515880) tracks the communication equipment index (931160), focusing on communication equipment manufacturing and related services, including network infrastructure and communication terminals [1] - The index includes leading listed companies in 5G, optical communication, and IoT technologies, aiming to reflect the overall performance and development trends of the communication equipment industry [1] Group 3: Investment Options - Investors without stock accounts can consider the Guotai CSI All-Share Communication Equipment ETF Connect A (007817) and Guotai CSI All-Share Communication Equipment ETF Connect C (007818) [1]

Core Viewpoint - The market sentiment score has increased, indicating a bullish outlook for the market as of July 25, with a score of 1.8, up from 0.65 the previous week [1]. Group 1: Market Sentiment Indicators - The sentiment structure indicator is calculated using a scoring method based on the direction of each sub-indicator and its position within the Bollinger Bands, resulting in a 20-day moving average score [1]. - The trading volatility between industries has shown a positive signal, suggesting increased capital activity and reduced uncertainty in short-term sentiment [4][14]. - The financing ratio has decreased, indicating a decline in the heat of margin trading, which requires further observation [4]. Group 2: Trading Activity and Volume - The overall trading volume in the A-share market has maintained an upward trend, with a peak daily trading volume of 19,286.45 billion RMB on July 25 [9]. - The consistency of price and volume remains high, indicating active participation and capital engagement in the market [6]. Group 3: Industry Performance - Industries such as basic chemicals, non-ferrous metals, and electric equipment have shown strong performance, while sectors like public utilities, media, and banking have lagged behind [16]. - The short-term trend scores for industries like coal, food and beverage, and beauty care have significantly increased, with coal showing a remarkable rise of 109.09% [19][20]. Group 4: Style and Trend Analysis - The small-cap growth style is currently favored, with the relative strength index (RSI) indicating a strong preference for growth stocks over value stocks [21][22]. - The trend scoring model shows that industries like coal, food and beverage, and construction materials have strong short-term trend scores, suggesting potential investment opportunities [19][20].

Core Points - The 2025 12th Guangzhou Tower International Climbing Competition will open registration on August 18 and officially start on October 19 [3][29] - The event aims to combine sports with social charity, continuing an 11-year tradition of philanthropy [9][12] Group 1: Event Overview - The event will feature notable guests including Olympic champion Zhang Jiewen and marathon world champion Sun Yingjie [6] - The competition will have three main tracks: the "Core Tube" track with 2738 steps, the "Thousand Steps Ladder" track with 1096 steps, and the "Alpha Sky Adventure" track for extreme challenges [17][18] Group 2: Charity Initiatives - The event will collaborate with the Guangzhou Charity Association to support various charitable projects, with 10% of registration fees directed to aid elderly individuals in need [9][12] - Over the past 11 years, the competition has donated more than 2.51 million yuan to charitable causes [12] Group 3: Technological Integration - This year's event will introduce a "Robot Climbing Challenge," inviting global humanoid robot brands to participate [12][14] - The challenge will take place on the outdoor observation deck of the Guangzhou Tower, which is 450 meters high [12] Group 4: Event Partners and Support - The event is supported by China Everbright Bank and various partners including the Guangzhou Charity Association and other local organizations [27] - A special ceremony was held to recognize the first batch of event partners [27]

Financial Data and Key Metrics Changes - Order intake grew by 6%, building on a 9% increase from the previous year [5] - Comparable sales increased by 1%, with a margin expansion of 130 basis points to 12.4% [6][30] - Adjusted EBITA margin increased to between 11.3% and 11.8%, reflecting a 50 basis points increase due to recent tariff developments [6][37] - Free cash flow is expected to be between €200 million and €400 million for the full year [7][38] Business Line Data and Key Metrics Changes - Diagnosis and Treatment (D&T) saw a 1% decrease in comparable sales, with strong performance in Image Guided Therapy [25][26] - Connected Care experienced a 1% decline in comparable sales, primarily due to a low single-digit drop in monitoring [27] - Personal Health delivered strong growth across most geographies, although there was a decline in China due to inventory destocking [28][17] Market Data and Key Metrics Changes - North America showed sustained double-digit growth in order intake, while China is recovering slowly with increased tender activity [7][22] - The overall growth was supported by growth geographies, particularly in Europe and Latin America [29] - Customer demand in North America remains strong, with hospitals seeking productivity solutions [20][90] Company Strategy and Development Direction - The company is focused on simplifying operations and enhancing productivity, with a goal of achieving €800 million in productivity savings by 2025 [31][32] - A Capital Markets Day is planned for February 2026 to outline the next phase of the company's strategy [40] - The company aims for mid-single-digit growth and mid-teens margins beyond 2025 [40][66] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the second half of the year, supported by order intake momentum and a robust order book [41] - The tariff landscape remains dynamic, with expected impacts on margins in the second half of the year [36][38] - Management remains cautious about the Chinese market but sees potential for recovery [62] Other Important Information - The company has made significant progress in quality management, reducing field actions and product updates by approximately 20% year-to-date [18] - Service levels reached an all-time high of 86%, improving by more than 10 percentage points year-on-year [19] Q&A Session Summary Question: Can you talk about the improvement in D&T margins? - Management noted a 130 basis points expansion in D&T margins, driven by gross margin improvements and productivity measures [46] Question: Why have you only banked the tariff improvement and not the EBITA beat in the quarter? - Management indicated that they are happy with the outlook revision but need to accelerate margin expansion in the second half while absorbing tariff impacts [49] Question: Can you unpack the decline in Connected Care in the quarter? - The decline was primarily due to a low single-digit drop in monitoring, but demand remains strong with significant partnerships in North America [51][52] Question: How far along are you in the SKU reduction process? - Management stated that SKU reduction is a multiyear process, with ongoing progress across all modalities [105] Question: What parts of the current strategy have been working well? - The company has improved control over patient safety, quality, and supply chain, which has contributed to order intake growth [110]