0826强势股脱水 | 财报披露关键期，它们代表了 部分景气度方向 2025/08/26 16:38 ①养猪：龙头中报净利润同比增长超十倍，近期还有发改委准备收储加持，公司有望凭借成本优 势在"反内卷"中进一步提升行业地位。 ②CPO：得益于AI爆发，公司高速光模块配套的光无源和有源器件需求大增，客户订单快速转化 为收入，此外公司参与英伟达CPO供应链，相关产品已实现小批量交付。 ③企业Agent：它已有覆盖二十余个工业场景的应用Agent以及多款工业软件智能助手产品，落地 了多个亿级大项目，还和华为紧密合作打造针对不同行业需求的公有云应用解决方案。在2025年 华为中国合作伙伴大会上，新晋为华为优选级解决方案开发伙伴。 本文是对当日大涨公司进行研报深度复盘，相关个股信息仅供参考，不构成投资建议。 1、牧原股份：10倍业绩增长 （1）大涨题材：养猪+业绩增长 公司公布中报净利润105.3亿，同比增长1169.77%，主要得益于"生猪出栏量增加及养殖成本 的持续下降带来的盈利能力提升"。 出栏量上，25年1-7月，公司累计销售商品猪4474.90万头，同比增长16.1%。养殖成本上， 年初至今成本逐月下降，25 ...

国产软件概念股早间大幅走强，板块指数一度快速拉升创10年新高。开普云连续第2日20%一字涨停， 正元智慧、君逸数码亦20cm封板，航天宏图、中电鑫龙、能科科技、天融信等逾10股也强势涨停或涨 超10%。 今日早盘，A股小幅震荡，上证指数、深证成指、中证500等低开高走，盘中均再创阶段性新高，科创 50、北证50则微幅飘绿。市场量能有所萎缩，但不到1小时成交仍超过万亿元。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1: | 3888.00 | 4.43 | 0.11% | | 深证成指 | 2 | 12532.51 | 91.44 | 0.74% | | 北证50 | 3 | 1593.36 | -10.66 | -0.66% | | 万得全A | 4 | 6194.73 | 24.56 | 0.40% | | 科创20 | 5 | 1281.03 | -6.70 | -0.52% | | 创业板指 | 6 | 2768.76 | 5.77 | 0.21% | | 沪深300 | 7 | 4475.56 | 6.34 ...

Core Viewpoint - The A-share market experienced strong fluctuations, with the Shanghai Composite Index nearing a 10-year high, while the Hong Kong market showed weakness, particularly in technology stocks [1][2]. Market Performance - The Shanghai Composite Index closed up 0.13% at 3771.1 points, while the Shenzhen Component fell 0.06% to 11919.76 points, and the ChiNext Index dropped 0.47% to 2595.47 points [2]. - The total trading volume in the Shanghai and Shenzhen markets reached 246.08 billion yuan, a slight increase from the previous day [2]. - Over 3000 stocks in the market were in the red, with the semiconductor sector declining significantly, including Dongxin Co., which fell over 12% [2][4]. Sector Highlights - The domestic software sector saw a strong rally, with stocks like Beixin Source hitting a 20% limit up, and ZTE Corporation also performing well with a rise of over 6% [4][6]. - Resource stocks, including oil, electricity, coal, and gas, experienced a collective surge, with companies like Zhun Oil and Anyuan Coal reaching their daily limit [2]. AI Industry Trends - The AI industry chain stocks faced a downturn, with companies like Huaguang New Material and Tongfei Co. dropping over 10%, and several others hitting the daily limit down [9][10]. - The rapid growth in AI applications is highlighted by a significant increase in daily Token consumption, which rose from 1 trillion to over 30 trillion in just 1.5 years, indicating a booming AI application scale [6][7]. Notable Stock Movements - Jishi Media experienced a dramatic trading session, initially hitting a limit down before rebounding to close at a limit up, marking its eighth limit up in 14 trading days [13][12]. - Jin Tian Co. and Tenglong Co. issued warnings about their stock performance, indicating that their recent price increases may not reflect fundamental changes in their business [11][15].

Group 1 - The A-share market opened lower on April 29, with active sectors including construction decoration, beauty care, and banking, while TMT sectors like computers and electronics continued to adjust [1] - The AI ETF Huaxia (159381) on the ChiNext fell by 0.24%, but its constituent stock Bochuang Technology surged over 17%, indicating a mixed performance within the sector [1] - The global first commercial intelligent computing supernode was recently launched in the Guangdong-Hong Kong-Macao Greater Bay Area, suggesting a potential continuation of the partial recovery trend in the computing industry chain [1] Group 2 - After previous adjustments, the artificial intelligence sector has seen a significant decrease in crowding, with funds actively entering the market, as evidenced by the Huaxia AI ETF attracting a total of 11.4634 million yuan over the last five trading days [2] - The Huaxia AI ETF tracks the ChiNext AI index, with a daily fluctuation range of ±20%, and the median total market capitalization of its constituent stocks is only 15.4 billion yuan, indicating a focus on small and mid-cap stocks [2] - The ETF covers leading companies across various sub-sectors, including IDC computing leasing, optical modules, cloud computing, and domestic software [2]