| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603488 | 展鹏科技 | 9.09 | -5.80% | 39.24万 | 3.57亿 | | 002837 | 英维克 | 41.00 | -3.55% | 92.55万 | 38.17亿 | | 688700 | 东威科技 | 44.61 | -2.90% | 14.77万 | 6.54亿 | | 301056 | 秣赫股份 | 12.08 | -2.50% | 10.44万 | 1.27亿 | | 688648 | 中郎科技 | 43.44 | -2.49% | 3.56万 | 1.55亿 | | 300836 | 佰奥智能 | 41.66 | -2.00% | 1.92万 | 8064.68万 | | 300865 | 大宏立 | 34.28 | -1.83% | 4.29万 | 1.48亿 | | 300950 | 德固特 | 31.15 | -1.49% | 16.61万 | 5.20亿 | | 833284 | 灵鸽科技 | 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) 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%。 ...

中国机械工业联合会执行副会长 罗俊杰：展望全年，宏观政策与产业政策持续发力、各项改革举措加快推出，将持续利好机械工业的运行与发展，保 持稳中向好的运行态势。 央视网消息：记者8月4日从中国机械工业联合会获悉，今年上半年，我国机械工业经济运行稳中向好，产品产销平稳增长，对外贸易展现韧性，创新活 力加快释放，新质生产力积极发展，产业升级和高质量发展成效显著。 今年上半年，机械工业产业支柱地位稳固提升，截至6月末，机械工业规模以上企业数量达13.6万家，较上年同期增加0.6万家，占全国工业的26.2%。 此外，上半年，机械工业规模以上企业增加值同比增长9.0%，增速高于全国工业和制造业2.6和2个百分点，为稳定经济大盘、提振工业经济发挥积极作用。 不仅如此，机械工业主要涉及的五个国民经济行业大类增加值均实现同比增长。其中，汽车和电气机械行业实现两位数增长，增速分别为11.3%和12.2%。 通用设备、专用设备和仪器仪表行业增速分别为8.3%、3.8%和7.6%。 在产品产销方面，在存量政策与新一轮"两新"政策加力扩围叠加效应下，国内市场需求改善，带动机械工业产销形势整体好于上年。上半年，重点监测 的122种主要产品 ...

盘前要闻 1、降息预期升温！美股三大指数集体反弹，英伟达再收历史新高 类型：市场 情绪影响：正面 旧金山联储主席玛丽·戴利表示，降息时机已近，今年两次降息仍是适当的调整幅度。隔夜美股三大指 数集体反弹，英伟达收涨3.62%报每股180美元，刷新了上周三的收盘纪录。国盛证券认为，市场对AI 算力的热情仍持续高涨，坚定推荐算力产业链相关企业。 2、上纬新材今复牌！上半年净利润预减超三成，智元入主引发10倍暴涨 类型：公司 情绪影响：中性 上纬新材公告称，近期就股票交易异常波动事项进行了核查，相关核查工作已完成，8月5日开市起复 牌。同时公司披露半年度业绩预告，预计营业收入为78377.39万，较上年同期增加12.5%；归属于上市 公司股东的净利润2990.04万，较上年同期减少32.91%。 国新办介绍西藏经济发展成就 机构观点 3、A股7月新开户数大增71%！或为券商下半年斩获业绩打下基础 类型：市场 情绪影响：正面 上交所披露，今年7月A股市场新开户数达196万户，远超去年同期水平，同比增长71%，环比增长 19%。今年上半年，在A股新开户数、两融数据大增下，券商业绩普遍大幅增长，今年7月新开户数延 续增长态 ...

Group 1 - The core viewpoint of the news is the introduction of new stock offerings, specifically focusing on Zhigao Machinery and Guangdong Jianke, highlighting their business models and financial metrics [1][4]. Group 2 - Zhigao Machinery is set to issue shares at a price of 17.41 yuan, with a total market value of 1.122 billion yuan and an issuance price-to-earnings ratio of 14.5 [2]. - The company specializes in the research and development of rock drilling equipment and air compressors, with a revenue composition of 53.74% from drilling machines, 37.20% from screw machines, and 9.06% from parts and others [2]. - In the past three years, Zhigao Machinery reported revenues of 888 million yuan in 2024 (+5.71%), 840 million yuan in 2023 (+5.67%), and 795 million yuan in 2022 (-9.77%) [3]. - The fundraising will be directed towards the construction of a production line for 300 intelligent drilling machines and engineering technology projects [3]. Group 3 - Guangdong Jianke is issuing shares at a price of 6.56 yuan, with a total market value of 2.059 billion yuan and an issuance price-to-earnings ratio of 26.48 [5]. - The company focuses on inspection and testing technology in the construction engineering field and is expanding its operations beyond provincial markets [5]. - The company has shown continuous improvement in its performance outside the province during the reporting period [5].

Group 1 - Over 60% of companies have utilized repurchase loans, with 653 companies in the A-share market receiving a total loan support of 141.82 billion yuan, of which 89.42 billion yuan is specifically for share repurchases, accounting for 63.05% [1] - Companies such as Muyuan Foods, BOE Technology Group, and Haier Smart Home have each secured over 1 billion yuan in repurchase loan limits [1] - Muyuan Foods announced a total repurchase of 53.63 million shares, representing 0.98% of its total equity, with a total repurchase amount of 2.16 billion yuan, and the repurchase price ranged from 36.16 yuan to 46.20 yuan per share [1] Group 2 - AVIC Heavy Machinery announced the completion of its share repurchase, having repurchased 11.94 million shares, which is 0.76% of its total equity, using a total of 200 million yuan [2] - Kailong High-Tech received a 25 million yuan repurchase loan and completed its repurchase plan by acquiring 1.69 million shares, which is 1.47% of its total equity, for a total amount of 2.55 million yuan [2] - Other companies like Shandong Road and Bridge and Yanshan Technology also completed their share repurchases quickly after obtaining special loans [3]

Group 1 - The stock price of Zhichun Technology reached 25.15 yuan as of August 4, 2025, reflecting an increase of 0.60% compared to the previous trading day [1] - The trading volume on that day was 176 million yuan, with a turnover rate of 1.84% [1] - Zhichun Technology specializes in the research, production, and sales of high-purity process systems and semiconductor equipment, with applications in integrated circuits, photovoltaics, and LEDs [1] Group 2 - As of the end of July 2025, Zhichun Technology announced a cumulative share repurchase of approximately 2.78 million shares, accounting for 0.73% of the total share capital, with a total repurchase amount of 69.3765 million yuan [1] - On August 4, 2025, the net outflow of main funds was 11.2135 million yuan, with a cumulative net outflow of 90.7791 million yuan over the past five days [1]

Group 1 - The stock price of DeepKeda reached 25.17 yuan as of the close on August 4, 2025, reflecting an increase of 1.99% from the previous trading day [1] - The trading volume on that day was 35,165 hands, with a transaction amount of 88 million yuan [1] - DeepKeda is primarily engaged in the research, development, production, and sales of specialized equipment, with products widely used across various fields [1] Group 2 - The company has made strategic investments in AI glasses and flexible screen technologies [1] - On August 4, 2025, DeepKeda held its third extraordinary general meeting of shareholders, where several proposals, including the company's summary, were approved [1] - On the same day, the net inflow of main funds into DeepKeda was 1.3853 million yuan, accounting for 0.06% of the circulating market value [1] Group 3 - Over the past five trading days, the cumulative net outflow of main funds from DeepKeda amounted to 12.1529 million yuan, representing 0.51% of the circulating market value [1]

Core Viewpoint - The company reported a 10.91% increase in total operating revenue for the first half of 2025, but experienced a significant decline in net profit attributable to shareholders, primarily due to lower gross margins on certain orders and reduced foreign exchange gains from exports [1]. Financial Data Summary - Total operating revenue for the first half of 2025 reached CNY 1,424,501,487.29, compared to CNY 1,284,433,024.72 in the same period last year, reflecting a growth of 10.91% [1]. - Operating profit decreased by 21.54% to CNY 93,469,380.80 from CNY 119,132,134.68 year-on-year [1]. - Total profit fell by 20.25% to CNY 92,914,472.98, down from CNY 116,514,357.99 in the previous year [1]. - Net profit attributable to shareholders, after deducting non-recurring gains and losses, was CNY 78,652,237.86, a decrease of 24.34% from CNY 103,951,328.48 [1]. - Basic earnings per share dropped to CNY 0.16, down 23.81% from CNY 0.21 [1]. Operational Performance and Financial Condition - The company continued to implement its "Five Major Reforms," leading to the establishment of an intelligent production line for platform vehicles and a steady increase in airport equipment production capacity, which contributed to stable revenue growth [1]. - However, the decline in net profit was attributed to lower gross margins on certain firefighting and rescue equipment orders and a decrease in foreign exchange gains from export products [1]. Performance Forecast Discrepancy - Prior to this performance announcement, the company did not provide any earnings forecast for the first half of 2025 [1].

Investment Rating - The investment rating for the company is "Buy" [5] Core Insights - The company has entered a strategic partnership with JD Industrial to enhance its supply chain digitalization and expand its online channels [1] - The company is showing signs of a performance turnaround, with significant year-on-year growth in operating cash flow and revenue across major business lines for 2024 [1][2] - The company is advancing its humanoid robot product development and plans to implement an employee stock incentive plan, indicating potential for a significant business turnaround in 2025 [2][3] Summary by Relevant Sections Strategic Partnership - In April, the company signed a strategic cooperation agreement with JD Industrial to leverage various online resources for channel expansion [1] - JD Industrial will assist in self-operated warehousing, enhancing supply chain responsiveness and reducing logistics costs for the company [1] Financial Performance - In Q1 2025, the company achieved revenue of 0.89 billion yuan, a 7% increase year-on-year, and a net profit of 0.041 billion yuan, up 6% year-on-year [1] - The company secured a contract worth 3.895 million yuan for packaging equipment and services from Zhongshan Zhujiang Brewery [1] Revenue Growth by Business Lines - For 2024, the company expects revenue growth across major business lines: - Smart packaging production lines: 1.56 billion yuan, up 9% year-on-year - Standard single machine equipment: 1.30 billion yuan, up 21% year-on-year - Packaging materials: 0.37 billion yuan, up 31% year-on-year [2] Product Development and Incentives - The establishment of a wholly-owned subsidiary focused on humanoid robots marks the company's entry into this emerging market [2] - The proposed stock incentive plan aims to align employee interests with company performance, with revenue targets set for 2025-2027 [2][3] Earnings Forecast and Valuation - The company is projected to achieve revenues of 4.0 billion yuan in 2025, 4.5 billion yuan in 2026, and 5.1 billion yuan in 2027, with corresponding net profits of 0.14 billion yuan, 0.20 billion yuan, and 0.30 billion yuan [3] - The expected compound annual growth rate for net profit from 2024 to 2027 is 167%, with a price-to-earnings ratio of 37, 25, and 17 for the respective years [3]