投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有725家、806家、760家公司在互动平 台透露了股东户数，截至发稿，共有724家公司公布了截至7月10日股东户数。 上期筹码集中股回测：65%跑赢沪指 证券时报·数据宝对上一期(6月30日)筹码集中股监测显示，这些股6月21日以来平均上涨8.71%，走势强 于同期沪指表现（上涨5.20%），其中，65%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中，恒通股份涨幅最高，6月21日以来累计上涨13.14%，涨幅居前的还有中 一科技、*ST东晶等。 22股最新股东户数降逾一成 证券时报·数据宝统计显示，共有724只个股公布了7月10日股东户数，与上期（6月30日）相比，股东户 数下降的有297只。其中股东户数降幅超一成的有22只。 股东户数降幅最多的是菲林格尔，截至7月10日最新股东户数为6098户，较6月30日下降28.42%，筹码 集中以来该股累计下跌1.65%，累计换手率为23.26%，其间主力资金净流出1120.90万元。业绩方面，公 司 ...

Core Viewpoint - The A-share market experienced an overall upward trend on July 18, with major indices showing slight increases, but there was a significant outflow of funds from the market, indicating potential concerns among investors [1][2]. Group 1: Market Performance - The Shanghai Composite Index closed at 3534.48 points, up 0.5%; the Shenzhen Component Index closed at 10913.84 points, up 0.37%; and the ChiNext Index closed at 2277.15 points, up 0.34% [1]. - The total trading volume of both markets reached 15710.43 billion yuan, an increase of 316.74 billion yuan compared to the previous trading day [1]. Group 2: Fund Flow Analysis - The net outflow of main funds from the two markets exceeded 250 billion yuan, with a total net outflow of 256.41 billion yuan for the day [2][3]. - The net outflow of main funds from the CSI 300 was 35.7 billion yuan, while the ChiNext saw a net outflow of 121 billion yuan [4]. Group 3: Sector Performance - The sectors with the highest net inflow of funds included: - Non-ferrous metals: 64.11 billion yuan, with notable inflow into Northern Rare Earth [6]. - Banks: 27.70 billion yuan, with significant inflow into Agricultural Bank of China [6]. - Defense and military industry: 22.13 billion yuan, with inflow into Hongdu Aviation [6]. - The sectors with the highest net outflow of funds included: - Electronics: -167.96 billion yuan, with significant outflow from Shenghong Technology [6]. - Machinery: -77.52 billion yuan, with notable outflow from Nanxing Shares [6]. - Electric power equipment: -73.50 billion yuan, with outflow from Mate Meter [6]. Group 4: Institutional Activity - The top stocks with net institutional buying included: - Lisheng Pharmaceutical: 6301.15 million yuan, up 4.68% [9]. - Huaxin Environmental: 5471.91 million yuan, up 15.05% [9]. - Wanyuantong: 4142.40 million yuan, up 11.00% [9]. - The stocks with significant institutional selling included: - Chunfeng Power: -19649.37 million yuan, down 7.46% [9]. Group 5: Institutional Focus - Recent institutional ratings and target prices for selected stocks include: - Hangzhou Bank: Buy rating with a target price of 17.5 yuan, current price 17.25 yuan, potential upside of 1.45% [10]. - Xiaoshangcheng: Buy rating with a target price of 21.64 yuan, current price 21.05 yuan, potential upside of 2.80% [10]. - Zhejiang Longsheng: Buy rating with a target price of 12 yuan, current price 10.28 yuan, potential upside of 16.73% [10].

Group 1 - The core index, the CN Industrial Composite Index, has shown a significant increase of 5.77% over the past month, 11.65% over the past three months, and 6.12% year-to-date, reaching 2538.90 points [1] - The index is designed to reflect the overall performance of different industry securities from mainland Chinese enterprises, categorized according to the China Securities Index industry classification standards [1] - The top ten weighted stocks in the index include CATL (6.36%), China Railway Shanghai Group (1.49%), China State Construction Engineering (1.15%), and others, indicating a diverse representation of key sectors [1] Group 2 - The market capitalization distribution of the index shows that Shenzhen Stock Exchange accounts for 47.12%, Shanghai Stock Exchange for 44.98%, and other exchanges like Hong Kong and New York have smaller shares [2] - In terms of industry representation, the index is heavily weighted towards electric power equipment (29.21%) and machinery manufacturing (28.67%), with transportation and construction also holding significant portions [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, ensuring the index remains relevant to current market conditions [3]

| 申万行业 | 行业 | 成交额 | 比上日 | | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | | 涨跌 | （亿元） | （%） | 领涨（跌）股 | （%） | | | （%） | | | | | | 有色金属 | 1.66 | 806.93 | 82.56 | 海星股份 | 10.03 | | 钢铁 | 0.98 | 114.66 | 35.33 | 包钢股份 | 5.97 | | 煤炭 | 0.84 | 68.80 | 83.14 | 云煤能源 | 10.05 | | 基础化工 | 0.74 | 686.98 | 35.40 | 富淼科技 | 20.02 | | 国防军工 | 0.74 | 561.31 | 6.91 | 天秦装备 | 11.01 | | 交通运输 | 0.63 | 161.00 | -0.13 | 远大控股 | 10.03 | | 银行 | 0.63 | 224.10 | 25.79 | 厦门银行 | 3.27 | | 食品饮料 | 0.46 | 264.10 | 31.25 | 泸州老窖 | 3.11 | | 石油石化 | 0.3 ...

| 代码 | 最新融资余额（亿元） | 较上一日增减（亿元） | 环比增幅（%） | | --- | --- | --- | --- | | 计算机 | 1484.98 | 17.17 | 1.17 | | 电力设备 | 1366.14 | 9.84 | 0.73 | | 通信 | 652.32 | 7.40 | 1.15 | | 机械设备 | 974.65 | 7.16 | 0.74 | | 汽车 | 986.69 | 5.10 | 0.52 | | 公用事业 | 449.38 | 4.66 | 1.05 | | 交通运输 | 347.84 | 4.38 | 1.27 | | 电子 | 2162.74 | 3.70 | 0.17 | | 基础化工 | 817.41 | 2.99 | 0.37 | | 有色金属 | 838.33 | 2.66 | 0.32 | | 家用电器 | 266.23 | 2.19 | 0.83 | | 国防军工 | 678.99 | 2.18 | 0.32 | | 建筑材料 | 125.61 | 1.80 | 1.45 | | 石油石化 | 254.93 | 1.53 | 0.60 ...

科创板融资余额环比前一日增加6.29亿元，其中，58股融资余额环比增加超1000万元，融资净买入居前 的有生益电子、寒武纪、金山办公等股。 证券时报·数据宝统计显示，截至7月17日，科创板两融余额合计1616.94亿元，较上一交易日增加6.29亿 元，其中，融资余额合计1610.95亿元，较上一交易日增加6.29亿元。为连续4个交易日增加。 融资净买入居前的科创板股 | 688627 | 精智达 | 19528.75 | 3134.28 | 19.12 | -2.68 | | --- | --- | --- | --- | --- | --- | | 688556 | 高测股 | 38134.93 | 3048.1 1 | 8.69 | 3.86 | | | 份 | | | | | | 688270 | 臻镭科 | 51808.37 | 3042.78 | 6.24 | 2.07 | | | 技 | | | | | | 688327 | 云从科 | 82604.27 | 2990.79 | 3.76 | 1.52 | | | 技 | | | | | | 688676 | 金盘科 | 63465.45 | 29 ...

Core Viewpoint - Baiyun Electric has won new orders from the State Grid, with a total bid amount of approximately 164 million yuan, indicating strong growth potential in the power equipment sector [1][2]. Group 1: Company Performance - Baiyun Electric reported continuous revenue and net profit growth over the past two years, achieving a revenue of 4.33 billion yuan and a net profit of 110 million yuan in 2023, representing year-on-year increases of 24.97% and 207.33% respectively [5]. - In 2024, the company achieved a revenue of 4.985 billion yuan, a year-on-year growth of 15.12%, and a net profit of 196 million yuan, up 79.05% [5]. - For Q1 2025, the company reported a revenue of 976 million yuan, a year-on-year increase of 4.68%, and a net profit of 36.64 million yuan, up 11.47% [6]. Group 2: Market Expansion - Baiyun Electric is actively expanding into new markets, particularly in the renewable energy sector, establishing strategic partnerships with leading companies such as CATL and Tongwei Solar [4]. - The company has made significant progress in projects like the 2000MW integrated solar-storage project, although the overall scale of contributions from the renewable energy market is still developing [4]. - Baiyun Electric is also expanding its overseas market presence, with products shipped to 54 countries and regions, and projects established in countries along the Belt and Road Initiative [4]. Group 3: Order Backlog and Future Outlook - As of the end of 2024, Baiyun Electric's order backlog reached 7.985 billion yuan, indicating a robust pipeline for future revenue [1][2]. - The company is focusing on optimizing its business structure to enhance gross profit margins, targeting a gross margin of 18.48% in 2024, an increase of 1.52 percentage points year-on-year [3].

结合 2025 年 1-5 月工业企业利润数据，有色金属矿采选业、铁路、船舶、航空航天和其他运输设备制 造业、计算机、通信和其他电子设备制造业、电气机械和器材制造业、通用设备制造业和农副食品加工业 2025H1 业绩有望高增。 上游资源品行业中，有色金属矿采选业利润同比增长达 41.7% ，受益于金、 铜、锌、银等有色金属价格上涨及产销量回升；工业制造板块中，铁路、船舶、航空航天和其他运输设备 制造业利润同比增长 56% ，主要受益于全球航运景气度回升，中国承接大量 LNG 船、集装箱船订单， 大飞机产业链放量以及一带一路铁路基建输出。此外，计算机、通信和其他电子设备制造业、电气机械和 器材制造业和通用设备制造业利润保持双位数增长，主要受益于 AI 硬件、智能终端、电网设备、工控设 备需求高增；消费制造板块中，农副食品加工业利润增速高达 38.2% ，主要受益于预制菜、健康食品等 高附加值产品需求高景气。 从全 A 已披露 2025H1 业绩预告的公司来看， 2025Q2 单季度扣非归母净利润实现盈利，且同环比增速 均在 30% 以上的公司共有 272 家，主要集中在基础化工、电力设备及新能源、机械、电子、汽 ...

化工行业方面，24家基础化工公司"报喜"。典型如氟制冷剂市场，受益于竞争格局优化以及下游家用空 调和汽车产量的稳定增长，产品均价上涨，带动巨化股份、永和股份、三美股份业绩向好。 新华财经上海7月17日电（记者杜康）截至17日，沪市主板共计698家预告2025年上半年业绩，其中287 家"报喜"。287家公司中，有192家公司预增，95家扭亏，主要集中在基础化工、有色金属、机械设备、 电子、电力设备等实体行业。预增公司中，共有101家预告增幅水平在100%以上，占预增公司整体比例 52.6%。 整体来看，业绩"报喜"的主板企业呈现出四方面特征。一是景气度提升对基础行业业绩推动明显。有色 金属方面，受益于产品行情上涨，22家有色金属行业公司预告业绩增长或扭亏。西部黄金、山东黄金、 中金黄金等公司上半年业绩增幅上限对应为142%、121%、65%，这些公司在业绩变动原因中均提及黄 金价格上涨带来的正面影响。北方稀土、广晟有色、盛和资源等公司均受益于上半年稀土行情上涨。 三是新兴产业快速发展，助推高技术制造业业绩增长。随着AI+走入千行百业，应用不断扩围，带动相 关高技术制造业产品销量增长。工业富联、华勤技术、瑞芯微 ...

两市全天特大单净流入166.28亿元，其中44股特大单净流入超2亿元，常山北明特大单净流入23.33亿 元，特大单净流入资金居首。 沪指今日收盘上涨0.37%。资金面上看，沪深两市全天特大单净流入166.28亿元，共计2101股特大单净 流入，2633股特大单净流出。 从申万一级行业来看，今日有19个行业特大单资金净流入，计算机特大单净流入规模居首，净流入资金 57.90亿元，该行业指数今日上涨1.33%，其次是电子，今日上涨2.18%，净流入资金为43.18亿元，净流 入资金居前的还有国防军工、通信等行业。 特大单资金净流出的行业共有12个，净流出资金最多的是公用事业，特大单净流出资金8.09亿元，其次 是银行，特大单净流出资金7.41亿元，净流出资金居前的还有环保、房地产等行业。 特大单净流出资金排名 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%) | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 002602 | ST华通 | 11.77 | -4.77 | -3.98 | 传媒 | | 300274 | 阳光电源 | 74. ...