融资融券数据显示，该股最新（8月4日）两融余额为6995.39万元，其中，融资余额为6995.39万元，较 上一个交易日减少25.85万元，降幅为0.37%；近10日两融余额合计增加234.49万元，增幅为3.47%，其 间融资余额增长3.47%。（数据宝） （文章来源：证券时报网） 科创板个股中，截至发稿上涨的共有384只，涨幅在5%以上的共有15只，涨幅较高的有元琛科技、科思 科技、南模生物等，分别上涨19.98%、10.09%、9.33%，下跌的有194只，跌幅较大的有南新制药、卓 易信息、普元信息，分别下跌6.96%、6.58%、4.76%。 资金面上，元琛科技上一交易日主力资金净流出15.17万元，近5日净流出409.38万元。 8月5日盘中科创板股元琛科技涨停，截至09:39，股价报11.53元，成交0.91亿元，换手率5.28%，振幅 18.83%。 ...

Group 1 - The core point of the news is that Kesi Technology's stock has reached its daily limit increase, with a price of 72.73 yuan and a trading volume of 6.52 billion yuan, indicating strong market interest [2] - Among the stocks listed on the Sci-Tech Innovation Board, 350 stocks were reported to be rising, with 5 stocks increasing by more than 10%, including Kesi Technology, which rose by 20.00% [2] - Conversely, 230 stocks experienced declines, with notable drops from companies such as Kexing Pharmaceutical, Shenlian Biological, and Haichuang Pharmaceutical-U, which fell by 9.62%, 8.84%, and 7.17% respectively [2] Group 2 - In terms of capital flow, Kesi Technology saw a net inflow of 44.42 million yuan from main funds on the previous trading day, while there was a net outflow of 3.19 million yuan over the last five days [3] - The latest margin trading data as of August 1 shows that the total margin balance for Kesi Technology is 255 million yuan, with a financing balance increase of 28.44 million yuan, representing a growth of 12.55% [3] - Over the past ten days, the total margin balance has increased by 77.91 million yuan, reflecting a growth rate of 43.95%, with financing balance growth of 43.93% and a significant increase in the securities lending balance by 90.01% [3]

Group 1 - The overall consensus among brokerage strategies indicates that the short-term index pullback is not a concern, and the "slow bull market" trend remains unchanged [1][3] - The three core logic supporting the previous market rally—policy bottom-line thinking, emergence of new growth drivers, and incremental capital inflow—have not changed [1][3] - The expectation of a Federal Reserve interest rate cut has reignited, and domestic macro and micro liquidity remains relatively abundant, which is favorable for the continuation of the A-share slow bull trend [1][3] Group 2 - In the context of economic cycle assets, it is advisable to allocate to sectors that are less sensitive to short-term data, such as brokerage, insurance, financial IT, and real estate [2][3] - The most promising opportunities in the second half of the year are seen in the Sci-Tech Innovation Board, particularly in domestic computing power, which faced delays in Q2 but is expected to recover in Q3 [2][3] - Historical data suggests that in liquidity-driven markets, leading sectors tend to be concentrated rather than rotating between high and low performers, indicating a preference for high consensus stocks [2][3] Group 3 - Concerns about the impact of U.S. stock market adjustments on A-shares are noted, with historical data indicating that A-shares are less affected if they are in the early stages of a bull market [4] - The market is expected to experience slight fluctuations during the policy expectation gap and the concentrated disclosure of mid-year reports in August, but the overall bullish trend is anticipated to remain intact [4][5] - The focus on structural opportunities is emphasized, with a long-term positive outlook on the market driven by economic structural transformation and industry trends [4][5] Group 4 - The macro policy is expected to continue to exert force, with an emphasis on implementing existing policies effectively rather than relying on large-scale new stimulus measures [5] - The capital market's role in the national strategic framework is being upgraded, focusing on long-term competitiveness and stability [5]

科创板个股中，截至发稿上涨的共有303只，涨幅在10%以上的共有8只，除磁谷科技之外，涨停的还有 瑞可达、申联生物等，下跌的有273只，跌幅较大的有方邦股份、源杰科技、鼎通科技，分别下跌 5.60%、5.60%、4.92%。 （原标题：【盘中播报】磁谷科技盘中涨停） 8月1日盘中科创板股磁谷科技涨停，截至11:07，股价报44.40元，成交4.05亿元，换手率20.70%，振幅 20.00%。 融资融券数据显示，该股最新（7月31日）两融余额为9380.24万元，其中，融资余额为9380.24万元，较 上一个交易日增加598.04万元，增幅为6.81%；近10日两融余额合计增加1304.03万元，增幅为16.15%， 其间融资余额增长16.15%。（数据宝） 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。 资金面上，磁谷科技上一交易日主力资金净流入3221.45万元，近5日净流入6374.88万元。 ...

资金面上，海优新材上一交易日主力资金净流出538.39万元，近5日净流入1714.71万元。 融资融券数据显示，该股最新（7月31日）两融余额为2.66亿元，其中，融资余额为2.66亿元，较上一个 交易日增加589.56万元，增幅为2.27%；融券余额为32.54万元，较上一个交易日减少1.88万元，降幅为 5.45%。近10日两融余额合计增加1615.19万元，增幅为6.45%，其间融资余额增长6.46%，融券余额增长 3.26%。（数据宝） （文章来源：证券时报网） 8月1日盘中科创板股海优新材涨停，截至10:11，股价报54.94元，成交2.53亿元，换手率5.92%，振幅 19.51%。 科创板个股中，截至发稿上涨的共有426只，涨幅在10%以上的共有7只，除海优新材之外，涨停的还有 瑞可达、申联生物等，下跌的有151只，跌幅较大的有当虹科技、鼎通科技、佳驰科技，分别下跌 4.41%、4.40%、4.01%。 ...

融资融券数据显示，该股最新（7月31日）两融余额为1.08亿元，其中，融资余额为1.08亿元，较上一个 交易日增加734.73万元，增幅为7.28%；近10日两融余额合计减少832.80万元，降幅为7.14%，其间融资 余额下降7.14%。（数据宝） 8月1日盘中科创板股申联生物涨停，截至09:49，股价报8.48元，成交1.37亿元，换手率4.25%，振幅 20.08%。 科创板个股中，截至发稿上涨的共有420只，涨幅在5%以上的共有17只，涨幅较高的有申联生物、瑞可 达、悦康药业等，分别上涨19.94%、18.23%、12.32%，下跌的有159只，跌幅较大的有*ST天微、佳驰 科技、东芯股份，分别下跌6.89%、5.49%、3.94%。 资金面上，申联生物上一交易日主力资金净流入446.54万元，近5日净流入565.62万元。 （文章来源：证券时报网） ...

科创板股最新收盘价较发行价平均溢价111.81%，其中，153股出现破发。 证券时报·数据宝统计显示，已上市的589只科创板股中，最新收盘价较发行价平均溢价111.81%，其 中，收盘价较发行价溢价的有436只，溢价幅度最高的是上纬新材，最新收盘价较发行价溢价 3361.58%，百利天恒、安集科技、寒武纪等紧随其后，分别溢价1193.04%、1127.21%、1003.87%。最 新收盘价较发行价出现折价的有153只，也即是破发。 破发幅度最大的是万润新能，最新价较发行价折价77.89%，该股2022年9月29日上市，发行价为299.88 元，发行市盈率为75.25倍，行业平均市盈率为19.21倍，公司主要从事锂电池正极材料的研发、生产和 销售。 其次是ST帕瓦，该股2022年9月19日上市，最新价较发行价折价76.37%，发行价为51.88元，发行市盈率 为93.68倍，行业平均市盈率为29.25倍，公司主要从事新能源电池材料的研发、生产和销售。 成大生物最新价较发行价折价71.00%，天宜新材最新价较发行价折价64.21%，*ST观典最新价较发行价 折价62.53%，中科微至最新价较发行价折价61.92% ...

Core Insights - As of July 28, the net decrease in ETF shares across the two markets was 2.809 billion shares [1] - Notable increases in shares were observed in specific ETFs: Huabao Zhongzheng Bank ETF (512800) increased by 11.422 billion shares, Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board 50 Component ETF (588000) increased by 9.392 billion shares, and Wine ETF (512690) increased by 6.969 billion shares [1] ETF Market Overview - The overall trend indicates a significant net reduction in ETF shares, suggesting a potential shift in investor sentiment or market conditions [1] - The increase in shares for specific ETFs may indicate a targeted investment strategy focusing on market leaders and sectors poised for rebound [1]

Group 1 - The Sci-Tech Innovation 50 Index opened slightly lower on July 24 but experienced an upward trend during the morning session, closing significantly higher at 1032.84 points, with an increase of 1.17% and a trading volume of approximately 32.6 billion yuan [1] - The Sci-Tech Innovation Composite Index also opened slightly higher, quickly surged, and closed at 1301.17 points, marking a 1.35% increase and a total trading volume of about 141.7 billion yuan, which was an increase compared to the previous trading day [1] - The Sci-Tech Innovation Composite Index has recorded gains for 10 consecutive trading days, achieving a new closing high for the year on July 24, surpassing the previous high of 1292.40 points from February 26, 2025 [1] Group 2 - On July 24, approximately 80% of stocks on the Sci-Tech Innovation Board rose, with an average increase of 1.41% and an average turnover rate of 3.13%, totaling a trading volume of 141.66 billion yuan [2] - Notable individual stock performances included Tonglian Precision rising by 19.99%, Rendu Biotech by 17.65%, and New Light Optoelectronics by 13.07%, while Qianyan Biotech saw a decline of 9.46% [2] - In terms of trading volume, Tiedao Heavy Industry led with 4.944 billion yuan, while ST Pava had the lowest at 760.82 thousand yuan [3] Group 3 - The highest turnover rate was recorded by Xinyu Ren at 20.25%, while Longteng Optoelectronics had the lowest turnover rate at 0.25% [4]

Core Viewpoint - The article emphasizes the need for the Sci-Tech Innovation Board to better support the development of new quality productivity by encouraging listed companies to adopt an innovation-driven development strategy and embrace technological changes [1] Group 1 - Companies should actively build more efficient internal R&D systems and focus on accumulating original technologies to enhance core competitiveness [1] - There is a need for companies to closely monitor key nodes in the industrial chain and strive to become "chain master" enterprises to leverage the driving effect of the industrial chain [1] - Companies are encouraged to focus on "quality improvement, efficiency enhancement, and return" as guiding principles, working on enhancing investment value to lay a solid foundation for cultivating new quality productivity and achieving high-quality development [1]