| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002490 | 山东墨龙 | 6.13 | 10.05% | 132.86万 | | 7.82亿 | | 600302 | 标准股份 | 7.03 | 10.02% | 38.84万 | | 2.70亿 | | 600579 | 中化装备 | 10.12 | 10.00% | < 3.19万 | | 3224.23万 | | 002837 | 英维克 | 36.55 | 9.99% | 78.94万 | | 28.59亿 | | 300281 | 金明精机 | 8.02 | 5.39% | 44.45万 | | 3.52亿 | | 002278 | 神开股份 | 10.12 | 4.76% | 95.98万 | | 9.58亿 | | 300195 | 长荣股份 | 8.32 | 4.65% | 53.61万 | | 4.37亿 | | 301392 | 汇成真空 | 166.29 | 3.93% | 3.55万 | | 5.76 ...

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.29 | 10.00 | 47.77 | -3257.33 | | 2025.07.28 | 10.01 | 46.06 | 87.63 | | 2025.07.25 | -1.99 | 53.88 | -1550.64 | | 2025.07.24 | 10.01 | 29.85 | 0.16 | | 2025.07.23 | 10.00 | 64.76 | 4764.26 | | 2025.07.22 | 9.99 | 32.80 | 4326.31 | | 2025.07.21 | 10.00 | 47.75 | 5969.49 | | 2025.07.18 | 1.36 | 12.82 | -67.74 | | 2025.07.17 | -0.23 | 7.05 | -83.91 | | 2025.07.16 | 0.43 | 7.81 | -20.67 | （文章来源：证券时报网） 南方路机再度涨停，8个交易日内录得7个涨停，累计涨幅为91.00% ...

Profit Trends - In June, the decline in industrial enterprise profits narrowed, with a year-on-year decrease of -4.3%, an improvement of 4.8 percentage points from May's decline[3] - Cumulative profit growth for industrial enterprises from January to June was -1.8%, lower than the -1.1% recorded from January to May[3] Profit Margins and Industry Performance - The profit margin for June was 6.0%, showing a slight recovery from May, while the cumulative profit margin was 5.2%[6] - The automotive industry experienced the most significant profit recovery, benefiting from lower raw material prices and policy support[7] Demand and Inventory Dynamics - Industrial product inventory growth was 3.1% from January to June, indicating a passive destocking phase for enterprises[13] - Revenue growth for industrial enterprises in June was 1.6%, reflecting a slight recovery compared to the previous month[13] Future Outlook - Upcoming policies, including the "old-for-new" subsidy program, are expected to stimulate consumption and investment, potentially improving enterprise profits[17] - The "anti-involution" actions in various industries may help restore profit margins by reducing price competition[17] Risks - Uncertainties in trade relations and the effectiveness of policy measures such as "anti-involution" and "old-for-new" initiatives pose risks to profit recovery[18]

金融界消息 截至2025年7月29日收盘，天永智能（603895）报收于27.75元，下跌5.58%，换手率 10.41%，成交量11.25万手，成交金额3.13亿元。 资金流向方面，今日主力资金净流出2440.56万元，占比成交额7.79%。其中，超大单净流出4988.77万 元、占成交额15.91%，大单净流入2548.22万元、占成交额8.13%，中单净流出流入4156.40万元、占成 交额13.26%，小单净流出1715.84万元、占成交额5.47%。 天永智能最新一期业绩显示，截至2025一季报，公司营业总收入1.17亿元、同比减少31.85%，归属净利 润661.30万元，同比增长46.02%，扣非净利润660.08万元，同比增长46.59%，流动比率0.944、速动比率 0.525、资产负债率92.67%。 天眼查商业履历信息显示，上海天永智能装备股份有限公司，成立于1996年，位于上海市，是一家以从 事研究和试验发展为主的企业。企业注册资本10808万人民币，实缴资本10808万人民币。公司法定代表 人为荣俊林。 通过天眼查大数据分析，上海天永智能装备股份有限公司共对外投资了6家企业，参与招投 ...

Core Viewpoint - The recovery in June's profit growth is primarily due to improved cost pressures and a rebound in revenue's contribution to profit year-on-year. The profit growth rate for industrial enterprises in June increased by 4.6 percentage points to -4.4% [3][8][55] - The "anti-involution" policy is expected to limit the downward space for profits, as it helps alleviate cost pressures and supports the recovery of internal demand [4][24][56] Revenue and Profit Analysis - In June, industrial enterprises' cumulative revenue year-on-year was 2.5%, slightly down from the previous value of 2.7%. Meanwhile, cumulative profit year-on-year decreased by 1.8%, compared to a previous decline of 1.1% [2][7] - The actual revenue growth rate in June saw a rebound, with the consumption manufacturing chain benefiting significantly from exports, rising by 1 percentage point to 8.8% year-on-year. However, the coal and metallurgy chain's revenue growth continued to decline, falling by 0.3 percentage points to -0.9% [4][20][56] Cost Structure and Pressure - The cost pressure for industrial enterprises eased in June, primarily due to lower costs in the petrochemical and metallurgy chains. The cost rate for industrial enterprises was 85.2%, down 32.3 basis points year-on-year [3][13][55] - The cost rate for the petrochemical chain saw a significant decline, down 37.5 basis points to -0.1%. In contrast, the downstream consumer manufacturing sector faced higher cost rates, which increased by 82.1 basis points to 83.1% [3][13][55] Inventory Trends - The nominal inventory of industrial enterprises decreased by 0.4 percentage points year-on-year to 3.1% in June. However, the actual inventory, excluding price factors, increased by 0.3 percentage points to 7.3% year-on-year [42][57] - Upstream inventory growth showed a notable increase, rising by 3.9 percentage points to 21.5% [42][57] Sector Performance - The profit growth rate for state-owned and foreign enterprises showed significant improvement in June, with year-on-year increases of 12.5 percentage points to -8.4% and 17.9 percentage points to 10.9%, respectively [36][57] - In terms of revenue, the industrial sectors such as instruments, automobiles, and petroleum coal processing experienced substantial growth, with year-on-year increases of 7.2, 4.2, and 3.6 percentage points, respectively [34][57]

Investment Rating - The report rates the lithium battery equipment industry as "Overweight" due to its expected outperformance compared to the overall market [4]. Core Insights - Solid-state batteries are anticipated to drive increased equipment demand due to their multiple performance advantages, including high energy density, safety, and long cycle life. The market for semi-solid batteries is projected to reach 10GWh in shipments by 2024, with full solid-state batteries expected to enter the GWh application stage by 2028 [4]. - The application of lasers in solid-state batteries is more extensive than in traditional lithium batteries, leading to an expected increase in the value per GW. Key processes include laser insulation of electrode sheets, preheating of dry electrodes, ultra-fast laser cutting, online cleaning with lasers, and laser welding [4]. - Key companies in the sector include Lianying Laser, Delong Laser, Haimu Star, and Jieput. These companies are actively developing equipment suitable for solid-state battery production and have secured orders or partnerships with industry leaders [4]. Summary by Sections Industry Overview - Solid-state batteries are gaining traction due to their superior characteristics, which are expected to accelerate equipment demand [4]. Technology Application - Laser technology is increasingly utilized in various stages of solid-state battery production, enhancing efficiency and reducing costs compared to traditional methods [4]. Key Companies - Lianying Laser has developed equipment for solid-state battery production and has increased its delivery of devices compared to previous years [4]. - Delong Laser focuses on key technologies such as laser insulation and has received orders for its equipment [4]. - Haimu Star is collaborating with leading firms in solid-state battery technology and has signed significant procurement contracts [4]. - Jieput continues to deliver laser products to battery clients, improving production efficiency and quality [4]. Financial Metrics - The report includes a valuation table for laser companies in the solid-state battery sector, highlighting market capitalization and projected net profits for the years 2024 to 2027 [5].

Group 1 - The State-owned Assets Supervision and Administration Commission announced the establishment of China Chang'an Automobile Group Co., Ltd., which will be managed by the State Council [2] - The Hong Kong Monetary Authority released documents regarding the regulatory framework for stablecoin issuers, effective from August 1, 2025 [3] - The Ministry of Finance reported that from January to June 2025, state-owned enterprises had total operating revenue of 4,074.96 billion yuan, a year-on-year decrease of 0.2% [3] Group 2 - Zhejiang Province's Science and Technology Department proposed measures to enhance financial support for innovation, aiming for 80% of new listed companies in the technology sector by 2027 [4] - Companies such as Chang'an Automobile and Dong'an Power have undergone changes in their indirect controlling shareholders to China Chang'an Automobile [6] - Shijia Photon reported a net profit of 217 million yuan for the first half of the year, a year-on-year increase of 1712% [6]

（原标题：南方路机换手率47.77%，上榜营业部合计净买入158.49万元） 南方路机(603280)今日涨停，全天换手率47.77%，成交额5.88亿元，振幅11.76%。龙虎榜数据显示，营业部席位合计净买入158.49万元。 上交所公开信息显示，当日该股因日换手率达47.77%上榜，营业部席位合计净买入158.49万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.28亿元，其中，买入成交额为6467.71万元，卖出成交额为6309.21万元，合计净 买入158.49万元。 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司总部，买入金额为1827.60万元，第一大卖出营业部为国泰海通证 券股份有限公司南京太平南路证券营业部，卖出金额为2262.04万元。 南方路机7月29日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国泰海通证券股份有限公司总部 | 1827.60 | | | 买二 | 中信证券股份有限公司上海分公司 | 1799.77 | | | 买三 ...

Group 1 - Anhui Construction won a joint bid for the Chongqing Rongchang to Sichuan Zigong expressway project, with a total estimated investment of 3.614 billion yuan and a construction period of 3 years [1] - Hongfa Co. reported a net profit of 964 million yuan for the first half of 2025, a year-on-year increase of 14.19%, with revenue of 8.347 billion yuan, up 15.43% [1][2] - Lujiazui's net profit for the first half of 2025 was 815 million yuan, a decrease of 7.87%, despite a revenue increase of 33.91% to 6.598 billion yuan [3] - Enhua Pharmaceutical achieved a net profit of 700 million yuan, up 11.38%, with revenue of 3.010 billion yuan, an increase of 8.93% [4][5] - China CNR signed several major contracts totaling approximately 32.92 billion yuan, covering various sectors including urban rail vehicles and wind power equipment [6] - WanTong Intelligent signed an exclusive sales and cooperation agreement in the embodied intelligence field, gaining global sales rights for specific chip-based products [7][8] Group 2 - Liansheng Technology's subsidiary received a government subsidy of 13.5 million yuan, accounting for 12.24% of the company's latest audited net profit [9] - Guobang Pharmaceutical reported a net profit of 456 million yuan, a year-on-year increase of 12.60%, with revenue of 3.026 billion yuan, up 4.63% [10] - Baotai expects a net loss of 110 to 140 million yuan for the first half of 2025, a reduction in loss compared to the previous year [11] - Sains expects a net profit decrease of 57.53% to 60.13%, with projected revenue growth of 15.17% to 23.59% [12] - Nanya New Materials anticipates a net profit of 80 to 95 million yuan for the first half of 2025, an increase compared to the previous year [13] - Tian Pharmaceutical's subsidiary passed the consistency evaluation for a peritoneal dialysis solution [14] Group 3 - Shede Liquor announced the resignation of director Ni Qiang due to work reasons [15] - Greentown Water plans to transfer assets and liabilities of its ASEAN subsidiary to improve resource allocation [16] - Beibu Gulf Port's subsidiary signed an associated transaction contract worth 11.199 million yuan [17] - Beibu Gulf Port announced multiple resignations of directors and executives [18] - Jidian Co. reported the resignation of its deputy general manager due to work changes [19] - Wanhua Chemical's industrial park in Fujian resumed production after maintenance [20] Group 4 - Shanghai Pharmaceuticals received approval for a clinical trial of a new indication for its B019 injection [21] - Jianbang Co. reported a net profit of 69.66 million yuan, a decrease of 27.72%, with revenue of 307 million yuan, down 15.37% [23] - Jianbang Co. plans to use up to 400 million yuan of idle funds for cash management [25] - Wanfu Bio's subsidiary obtained multiple medical device registrations [28] - Hunan Tianyan announced a change in its controlling shareholder to China Chang'an Automobile Group [29][30] - Xizhuang Co. plans to establish a joint venture for sustainable aviation fuel [32]

7月29日，汇成真空今日收盘160.0元，下跌2.44%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到241.35倍，总市值160.00亿元。 从行业市盈率排名来看，公司所处的专用设备行业市盈率平均69.57倍，行业中值55.24倍，汇成真空排 名第248位。 资金流向方面，7月29日，汇成真空主力资金净流出3744.32万元，近5日总体呈流入状态，5日共流入 5620.07万元。 广东汇成真空科技股份有限公司的主营业务是真空镀膜设备研发、生产、销售及其技术服务。公司的主 要产品是中频磁控溅射镀膜设备、高精密电子束蒸发光学镀膜设备、磁控溅射光学镀膜设备、磁控溅射 卷绕镀膜设备、大型金属卷材表面改性连续卷绕镀膜生产线、连续式磁控溅射镀膜设备、柔性材料卷绕 镀膜设备、卧式矩形线列式磁控溅射镀膜设备、立式细长管真空镀膜设备、光刻掩膜版/铬版镀膜设 备、非均匀镀膜设备。公司参与制定了"中华人民共和国机械行业标准JB/T6922-2015真空蒸发镀膜设 备"行业标准，参与"2020年中科院科技服务网络计划（STS）"、"2020年国家重点研发计划'制造基础技 术与关键部件'"等项目，获得了两化融合管理、 ...