格隆汇8月6日｜两融余额时隔十年重新站上两万亿元，A股主要指数早盘集体上涨，截至午盘，沪指涨 0.27%报3627.54点，深成指涨0.46%，创业板指涨0.39%，北证50指数涨1.32%。沪深京三市半日成交额 10735亿元，较上日放量549亿元，全市场超2900只个股上涨。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 盘面上，九·三阅兵临近，军工股持续强势，国瑞科技20cm涨停，长城军工(601606)5天4板；PEEK材 料、人形机器人概念拉升，宁波华翔(002048)、中大力德(002896)涨停，宇树发布新款四足机器狗产品 Unitree A2；"两船"重组步伐加快，中船系走强，中国船舶(600150)、中国重工(601989)涨超8%，中船 防务(600685)涨超6%；液冷服务器概念再度活跃，飞龙股份(002536)、日海智能(002313)涨停。 另外 ...

两融余额时隔十年重新站上两万亿元，A股主要指数早盘集体上涨，截至午盘，沪指涨0.27%报3627.54 点，深成指涨0.46%，创业板指涨0.39%，北证50指数涨1.32%。沪深京三市半日成交额10735亿元，较 上日放量549亿元，全市场超2900只个股上涨。 盘面上，九·三阅兵临近，军工股持续强势，国瑞科技20cm涨停，长城军工5天4板；PEEK材料、人形机 器人概念拉升，宁波华翔、中大力德涨停，宇树发布新款四足机器狗产品Unitree A2；"两船"重组步伐 加快，中船系走强，中国船舶、中国重工涨超8%，中船防务涨超6%；液冷服务器概念再度活跃，飞龙 股份、日海智能涨停。 另外，医药板块集体走低，奇正藏药、翰宇药业跌超8%；影视院线股回调，上海电影跌近4%，幸福蓝 海、金逸影视跌超3%。(格隆汇) ...

(责任编辑：宋政 HN002) 格隆汇8月6日｜A股开盘，沪指跌0.05%，深证成指跌0.14%，创业板指跌0.32%。盘面上，托育服务板 块高开，昂立教育(600661)涨停，海伦钢琴(300329)涨超5%，国家托育补贴方案落地，免除公办幼儿园 学前1年保教费；游戏股普涨，北纬科技涨停，掌趣科技(300315)涨超5%；影视院线股调整，上海电 影、中国电影(600977)跌超3%。上纬新材低开超16.7%，如股价继续上涨，公司可能再次申请连续停牌 核查。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

A股开盘，沪指跌0.05%，深证成指跌0.14%，创业板指跌0.32%。盘面上，托育服务板块高开，昂立教 育涨停，海伦钢琴涨超5%，国家托育补贴方案落地，免除公办幼儿园学前1年保教费；游戏股普涨，北 纬科技涨停，掌趣科技涨超5%；影视院线股调整，上海电影、中国电影跌超3%。上纬新材低开超 16.7%，如股价继续上涨，公司可能再次申请连续停牌核查。(格隆汇) ...

Investment Rating - The industry investment rating is "Outperform the Market" [5][45]. Core Viewpoints - In Q2 2025, the SW Media Industry Index rose by 8.56%, with significant improvement in fund activity and a fluctuating increase in valuation (PE-TTM), outperforming the average level of the past seven years [2][13][15]. - The fund's heavy allocation in the media industry remains low but has shown signs of recovery, with the gaming and advertising sectors receiving market attention and maintaining an overweight position [3][4]. Summary by Sections 1. Fund Activity and Valuation - The SW Media Industry Index closed at 726.87 points on June 30, 2025, up from 669.54 points at the beginning of the quarter, indicating an 8.56% increase [13]. - The average daily trading volume during Q2 2025 was 669.28 billion yuan, an increase of 88.44 billion yuan from the previous quarter and 413.17 billion yuan year-on-year [13]. - As of July 29, 2025, the PE-TTM for the SW Media Industry was 28.82 times, a 10.86% increase compared to the average over the past seven years [15]. 2. Fund Heavy Allocation Recovery - The allocation ratio for the SW Media Industry in Q2 2025 was 1.76%, with a fund heavy allocation ratio of 1.40%, indicating a low allocation but a recovery from the previous quarter [17]. - The low allocation ratio decreased to 0.36%, showing improvement compared to the previous quarter [20]. 3. Concentration of Fund Holdings - The top 10 heavy allocation stocks accounted for 85.34% of the total heavy allocation market value in the SW Media Industry, indicating a significant concentration of holdings [39]. - The gaming sector dominated the top ten heavy allocation stocks, with seven out of ten being gaming companies [23]. 4. Investment Recommendations - The report suggests focusing on leading companies in the gaming and advertising sectors, particularly those with rich game license reserves and AI application layouts [42].

盘面上，PEEK材料、人形机器人概念活跃，中欣氟材、诺力股份、爱仕达涨停，2025世界机器人大会 将于8月8日在京开幕；消费电子概念表现强势，易德龙、福日电子涨停，第二季度全球智能手机出货量 同比增长1%；汽车零部件板块走强，申达股份、中马传动、新泉股份涨停；银行股全线上涨，浦发银 行涨超3%，中信银行、农业银行涨超2%。 另外，中药板块跌幅居前，奇正藏药跌停，华森制药跌超7%；软件开发板块走低，鼎捷数智跌超9%， 普元信息、大恒科技跌超7%；影视院线板块调整，幸福蓝海跌超5%，上海电影跌超4%。(格隆汇) (责任编辑：宋政 HN002) 格隆汇8月5日｜A股主要指数早盘涨跌不一，截至午盘，沪指涨0.53%报3602.13点，深成指涨0.14%， 创业板指跌0.26%，北证50指数涨0.18%。沪深京三市半日成交额10186亿元，较上日放量860亿元，全 市场超3300只个股上涨。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@sta ...

Market Overview - The market showed mixed performance with the Shanghai Composite Index rising by 0.53% to 3602.13 points, while the ChiNext Index fell by 0.26% to 2328.36 points, indicating a divergence in sector performance [2][3]. Key Sectors Consumer Electronics - The consumer electronics sector saw significant gains, with companies like Longte Intelligent, Yidelong, and Furi Electronics experiencing notable increases. The global smartphone industry revenue grew by 10% year-on-year in Q2, surpassing $100 billion for the first time, driven by strong demand for high-end models and promotional strategies [4]. PEEK Materials - The PEEK materials sector also performed well, with stocks like Xinhan New Materials and Nanjing Julong rising. A report from CICC highlighted the trend towards lightweight humanoid robots, predicting that the humanoid robot industry will enter a mass production phase by 2025, increasing interest in lightweight materials [5]. Additional News - Infrastructure development in Tibet is progressing, with plans for the total length of roads to reach 124,900 kilometers by the end of 2024, enhancing connectivity and economic development in the region [7]. - Recent investigations into milk powder pricing revealed that price fluctuations are primarily due to promotional adjustments rather than uniform price increases across the industry [8]. - JD.com is set to launch its first large discount supermarket format in China, focusing on a wide range of products at competitive prices, which may impact the retail landscape [8]. - The U.S. International Trade Commission has initiated a 337 investigation into certain mobile cellular communication devices, with several Chinese companies named as defendants, which could affect their market operations [9]. Institutional Insights - CICC's report suggests that despite current economic challenges, there are multiple factors supporting stock market performance, including improved confidence in China's long-term economic outlook and a shift in asset allocation towards riskier assets [10]. - CITIC Securities recommends focusing on the upcoming innovation cycle in the computer industry, particularly in AI and related sectors, as these areas are expected to drive significant growth [10].

另外，中药板块跌幅居前，奇正藏药跌停，华森制药跌超7%；软件开发板块走低，鼎捷数智跌超9%， 普元信息、大恒科技跌超7%；影视院线板块调整，幸福蓝海跌超5%，上海电影跌超4%。(格隆汇) A股主要指数早盘涨跌不一，截至午盘，沪指涨0.53%报3602.13点，深成指涨0.14%，创业板指跌 0.26%，北证50指数涨0.18%。沪深京三市半日成交额10186亿元，较上日放量860亿元，全市场超3300 只个股上涨。 盘面上，PEEK材料、人形机器人概念活跃，中欣氟材、诺力股份、爱仕达涨停，2025世界机器人大会 将于8月8日在京开幕；消费电子概念表现强势，易德龙、福日电子涨停，第二季度全球智能手机出货量 同比增长1%；汽车零部件板块走强，申达股份、中马传动、新泉股份涨停；银行股全线上涨，浦发银 行涨超3%，中信银行、农业银行涨超2%。 ...

格隆汇8月5日｜A股开盘，上证指数涨0.15%，深证成指涨0.34%，创业板指涨0.65%。盘面上，消费电 子概念盘初活跃，易德龙(603380)、福日电子(600203)涨停；"两船合并"新进展，将于8月13日起双双停 牌，中国船舶(600150)涨超3%，中国重工(601989)涨超2%；部分影视院线股回调，幸福蓝海(300528)跌 超3%；中药板块盘初走低，奇正藏药(002287)、新光药业(300519)跌超5%。(格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

A股开盘，上证指数涨0.15%，深证成指涨0.34%，创业板指涨0.65%。盘面上，消费电子概念盘初活 跃，易德龙、福日电子涨停；"两船合并"新进展，将于8月13日起双双停牌，中国船舶涨超3%，中国重 工涨超2%；部分影视院线股回调，幸福蓝海跌超3%；中药板块盘初走低，奇正藏药、新光药业跌超 5%。(格隆汇) ...