截至8月7日开盘一小时，主力资金流出前20的股票分别为：中国重工（-9.68亿元）、中国船舶（-6.88亿元）、长城军工（-4.77亿元）、内蒙一机（-4.38亿 元）、东方精工（-4.38亿元）、北方稀土（-4.29亿元）、胜宏科技（-3.80亿元）、机器人（-3.74亿元）、山河智能（-3.73亿元）、中际旭创（-3.52亿 元）、新易盛（-3.51亿元）、东方国信（-3.30亿元）、包钢股份（-2.47亿元）、宁德时代（-2.43亿元）、药明康德（-2.36亿元）、湖南天雁（-2.36亿 元）、巨轮智能（-2.22亿元）、东方财富（-2.13亿元）、华工科技（-1.94亿元）、翰宇药业（-1.93亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 中国重工 | 2.52 | -9.68亿元 | 船舶制送 | | 中国船舶 | 0.78 | -6.88亿元 | 船舶制送 | | 长城军工 | 7.32 | -4.77亿元 | 专用设备 | | 内蒙一机 | -2.07 | -4.38亿元 | 交运设备 | | 东方精工 | ...

Group 1 - The stock price of Mindray Electronics is reported at 28.39 yuan as of August 6, 2025, with a slight increase of 0.18% from the previous trading day and a trading volume of 206 million yuan [1] - Mindray Electronics operates in the electronic components industry, focusing on barcode recognition equipment, semiconductor design, and distribution [1] - In the first quarter, the company achieved a revenue of 53.98 million yuan and a net profit attributable to shareholders of 33.47 million yuan [1] Group 2 - The controlling shareholder Xu Xiangcan and director Yi Yangqing plan to reduce their holdings by no more than 4% of the total share capital, amounting to approximately 6.8 million shares, starting from August 28 due to personal funding needs [1] - On August 6, there was a net outflow of 23.58 million yuan in main funds, with a cumulative net outflow of 6.24 million yuan over the past five days [1]

Group 1 - The core stock price of Shengjing Micro on August 6 was 39.99 yuan, with an increase of 0.20 yuan, representing a rise of 0.50% [1] - The opening price on that day was 39.75 yuan, with a highest point of 40.10 yuan and a lowest point of 39.52 yuan, resulting in a trading volume of 23,103 lots and a transaction amount of 0.92 billion yuan [1] - Shengjing Micro's main business includes the research, production, and sales of electronic components, which are widely used in consumer electronics and industrial control sectors [1] Group 2 - The company's dividend plan for the fiscal year 2024 is to distribute a cash dividend of 1 yuan for every 10 shares, with the record date being August 6 [1] - Among the seven listed companies that implemented dividends on that day, Shengjing Micro ranked third in terms of cash distribution scale, following Bailian Shares and Juxin Technology [1] - On August 6, the net outflow of main funds for Shengjing Micro was 7.44 million yuan, accounting for 0.29% of the circulating market value, with a cumulative net outflow of 31.55 million yuan over the past five trading days, representing 1.24% of the circulating market value [1]

Group 1 - The stock price of Zhongying Technology as of August 6, 2025, closed at 42.99 yuan, down 0.83% from the previous trading day [1] - The trading volume on that day was 116 million yuan, with a turnover rate of 5.66% [1] - Zhongying Technology operates in the electronic components industry, focusing on the production and sales of high-frequency copper-clad laminates and high-frequency polymer-based composite materials [1] Group 2 - The company's products are primarily used in communication equipment and automotive electronics [1] - On August 6, the company stated on its interactive platform that its main business involves high-frequency copper-clad laminates and high-frequency polymer-based composite materials, and that technology and product R&D updates can be found in the company's periodic reports [1] - Regarding capital flow, on August 6, there was a net outflow of 19.86 million yuan from main funds, accounting for 0.97% of the circulating market value [1]

Group 1 - The stock price of Founder Technology closed at 5.87 yuan on August 6, 2025, down 1.01% from the previous trading day, with a trading volume of 8.09 billion yuan [1] - Founder Technology operates in the electronic components and PCB sectors, with main businesses including printed circuit boards and broadband access [1] - In Q1 2025, the company achieved a revenue of 9.52 billion yuan and a net profit attributable to shareholders of 78.48 million yuan [1] Group 2 - On August 6, 2025, Founder Technology announced the completion of the registration for its 2025 restricted stock incentive plan, with a total of 103 million shares granted at a price of 2.4 yuan per share, involving 225 incentive recipients [1] - On the same day, the net outflow of main funds was 87.1985 million yuan, with a cumulative net outflow of 330 million yuan over the past five days [1]

Group 1 - The company, Dianlian Technology, announced the convening of its fourth board meeting on August 5, 2025, to discuss the proposal for the third extraordinary shareholders' meeting of 2025 [2] - For the year 2024, the company's revenue composition was 87.3% from electronic components and 12.7% from other industries [2]

Group 1 - The core viewpoint of the report is that Shunluo Electronics (002138.SZ) is rated as a buy due to its steady growth in telecommunications and consumer electronics, with significant orders from the data center business contributing to record-high semi-annual revenue [2] - The company emphasizes its commitment to foundational technology research, aligning with the global electronic information industry chain development, and developing a diversified product system, which is crucial for growth in strategic emerging markets [2] - The report highlights the importance of maintaining a competitive edge in the market, as the demand from downstream applications may not meet expectations, and the pace of new product launches in new fields may be slower than anticipated, potentially affecting pricing and gross margins due to increased competition [2]

Core Viewpoint - *ST Dongjing has experienced a significant surge in stock price, achieving a total increase of 21.51% during its consecutive trading limit-ups, indicating strong market interest and potential investor confidence [2] Recent Stock Performance - The stock reached a price of 10.45 yuan with a turnover rate of 1.17% and a trading volume of 2.8433 million shares, resulting in a transaction amount of 29.2293 million yuan [2] - The stock has recorded four consecutive limit-up days, with a total market capitalization of 2.544 billion yuan [2] - The stock's trading data shows a cumulative turnover rate of 10.90% during the limit-up period [2] Institutional Activity - According to the Longhu list, the stock was listed due to a cumulative closing price deviation of 12% over three consecutive trading days, with institutional net purchases amounting to 16.4389 million yuan, while total net sales from brokerage seats reached 6.5776 million yuan [2] Financial Performance - The company reported a total operating revenue of 117 million yuan for the first half of the year, reflecting a year-on-year growth of 16.57% [2] - The net profit for the same period was -31 million yuan, showing a year-on-year increase of 5.95% despite being negative [2]

Group 1 - Jiangnan New Materials closed at 58.76 yuan on August 5, down 1.20 yuan from the previous trading day, with an opening price of 61.50 yuan and a high of 62.95 yuan, while the lowest point was 57.50 yuan, resulting in an intraday fluctuation of 9.09% [1] - The trading volume for Jiangnan New Materials on that day was 123,400 hands, with a transaction amount of 740 million yuan and a turnover rate of 43.11% [1] - On the morning of August 5, Jiangnan New Materials experienced a rapid decline, with a drop of over 2% within five minutes, and by the end of the day, the net outflow of main funds was 34.72 million yuan, while the cumulative net inflow over the past five trading days was 230 million yuan [1] Group 2 - Jiangnan New Materials specializes in the research and manufacturing of electronic materials, primarily used in the electronic components sector [1] - The company is registered in Jiangxi Province and belongs to the electronic components industry [1]

Group 1 - The stock price of Hu Dian Co., Ltd. closed at 52.58 yuan on August 5, 2025, down by 1.36 yuan, a decrease of 2.52% from the previous trading day [1] - The company reported a trading volume of 567,905 hands and a turnover of 3 billion yuan on the same day, with a price fluctuation of 6.60% [1] - Hu Dian Co., Ltd. specializes in the research, production, and sales of printed circuit boards, primarily used in communication equipment and automotive electronics [1] Group 2 - The company is part of the electronic components industry and is a constituent of the CSI 300 Index [1] - According to the company's earnings forecast, the net profit attributable to shareholders for the first half of 2025 is expected to be between 1.65 billion yuan and 1.75 billion yuan, representing a year-on-year growth of 44.63% to 53.4% [1] - On August 5, there was a net outflow of 281 million yuan in main funds, accounting for 0.28% of the circulating market value, with a cumulative net outflow of 647 million yuan over the past five trading days, representing 0.64% of the circulating market value [1]