{
"date": "2026-07-28",
"schema_version": 2,
"data_markdown": "## 主力资金流向\n\n## 主力资金流向\n\n> **全市场主力净流入**：+16.35亿（上证指数，当日涨幅 +0.62%）；正值为资金整体净流入（做多），负值为净流出（派发）。\n\n### 一、板块主力净流入排行（概念板块 Top10）\n\n| 板块 | 主力净流入 | 主力净流入占比 | 当日涨幅 |\n| --- | ---: | ---: | ---: |\n| 跨境支付 | +24.39亿 | +6.34% | +2.66% |\n| 红利破净股 | +12.79亿 | +3.94% | +0.41% |\n| 红利股 | +10.70亿 | +2.21% | +0.24% |\n| AI制药（医疗） | +9.51亿 | +5.78% | +0.09% |\n| 酿酒概念 | +7.64亿 | +4.25% | +2.10% |\n| 白酒 | +7.07亿 | +3.74% | +1.47% |\n| 味蕾经济 | +5.45亿 | +2.06% | +1.77% |\n| 汽车整车 | +5.32亿 | +4.92% | +1.49% |\n| 破净股 | +5.14亿 | +0.58% | +0.52% |\n| AI语料 | +5.02亿 | +3.84% | +1.50% |\n\n> 主力净流入为正且当日上涨 → 资金主动做多该方向；净流入为正但下跌 → 低位吸筹；净流出 → 高位派发。\n\n### 二、个股主力净流入前排（Top10）\n\n| 个股 | 主力净流入 | 主力净流入占比 | 当日涨幅 |\n| --- | ---: | ---: | ---: |\n| 岩山科技(002195) | +5.16亿 | +32.85% | +9.98% |\n| 福晶科技(002222) | +4.32亿 | +10.23% | +1.94% |\n| 比亚迪(002594) | +2.65亿 | +7.76% | +1.03% |\n| 创新医疗(002173) | +1.98亿 | +23.45% | +10.00% |\n| 海南海药(000566) | +1.76亿 | +37.93% | +10.00% |\n| 天融信(002212) | +1.34亿 | +31.51% | +10.09% |\n| 五 粮 液(000858) | +1.15亿 | +4.89% | +1.22% |\n| 久其软件(002279) | +1.14亿 | +39.18% | +10.03% |\n| 中利集团(002309) | +1.03亿 | +19.14% | +10.13% |\n| 东方新能(002310) | +1.03亿 | +9.66% | +9.96% |\n\n> 机构主战场参考：主力净流入居前且上涨 → 机构主动做多；净流出居前且下跌 → 机构派发（与 AI 研判「放量核心票资金态度」互为印证）。\n\n\n---\n\n## 成交额前10个股\n\n## 当日成交额前 10 个股\n\n| 排名 | 代码 | 名称 | 成交额(亿) | 涨跌幅 | 换手率 | 最新价 |\n| --- | --- | --- | --- | --- | --- | --- |\n| 1 | 300308 | 中际旭创 | 516.00 | -15.69% | 4.87% | 908.00 |\n| 2 | 688825 | 长鑫科技 | 444.28 | -4.08% | 20.66% | 47.00 |\n| 3 | 300502 | 新易盛 | 334.25 | -17.13% | 6.16% | 406.90 |\n| 4 | 000938 | 紫光股份 | 179.20 | +0.02% | 15.17% | 41.48 |\n| 5 | 603986 | 兆易创新 | 176.04 | -10.00% | 6.64% | 390.63 |\n| 6 | 688256 | 寒武纪 | 166.18 | -9.11% | 2.30% | 1128.00 |\n| 7 | 300750 | 宁德时代 | 146.53 | -2.28% | 0.87% | 390.86 |\n| 8 | 002384 | 东山精密 | 142.07 | -10.00% | 5.27% | 190.71 |\n| 9 | 002156 | 通富微电 | 135.70 | -10.00% | 12.63% | 69.00 |\n| 10 | 688008 | 澜起科技 | 132.10 | -9.41% | 5.43% | 206.04 |\n\n> **成交额要点**：\n>\n> 今日成交额前十合计2372亿元，头部三家（中际旭创、长鑫科技、新易盛）成交集中度高达55%，资金高度聚焦少数个股。但前十中仅1只上涨、9只下跌，整体多空倾向显著偏空。\n\n\n\n---\n\n## 人气榜前10\n\n## 人气榜前 10（东财 + 同花顺）\n\n### 东财人气榜前 10\n\n| 排名 | 代码 | 名称 | 最新价 | 涨跌幅 | 排名变化 |\n| --- | --- | --- | --- | --- | --- |\n| 1 | 688825 | C长鑫 | 47.00 | -4.08% | +0 |\n| 2 | 300308 | 中际旭创 | 908.00 | -15.69% | +0 |\n| 3 | 600895 | 张江高科 | 31.04 | +9.99% | +0 |\n| 4 | 001309 | 德明利 | 361.44 | -10.00% | +0 |\n| 5 | 002195 | 岩山科技 | 6.83 | +9.98% | +0 |\n| 6 | 002173 | 创新医疗 | 22.76 | +10.00% | +1 |\n| 7 | 000938 | 紫光股份 | 41.48 | +0.02% | -1 |\n| 8 | 603986 | 兆易创新 | 390.63 | -10.00% | +0 |\n| 9 | 600667 | 太极实业 | 18.37 | +2.51% | +0 |\n| 10 | 001258 | 立新能源 | 12.90 | -9.98% | +0 |\n\n### 同花顺热榜前 10（日榜）\n\n| 排名 | 代码 | 名称 | 人气值 | 涨跌幅 | 概念标签 |\n| --- | --- | --- | --- | --- | --- |\n| 1 | 688825 | 长鑫科技 | 26,864,282 | -4.08% | 新股与次新股、融资融券 |\n| 2 | 001258 | 立新能源 | 5,252,645 | -9.98% | 绿色电力、光热发电 |\n| 3 | 300308 | 中际旭创 | 5,030,987 | -15.69% | 共封装光学(CPO)、F5G概念 |\n| 4 | 603986 | 兆易创新 | 5,009,173 | -10.00% | 存储芯片、汽车芯片 |\n| 5 | 000938 | 紫光股份 | 4,710,653 | +0.02% | WiFi 6、算力租赁 |\n| 6 | 001309 | 德明利 | 4,379,484 | -10.00% | 存储芯片、中芯国际概念 |\n| 7 | 300502 | 新易盛 | 3,678,783 | -17.13% | 共封装光学(CPO)、芯片概念 |\n| 8 | 002407 | 多氟多 | 3,593,143 | +1.88% | 氟化工概念、PVDF概念 |\n| 9 | 600667 | 太极实业 | 3,382,768 | +2.51% | 存储芯片、先进封装 |\n| 10 | 600895 | 张江高科 | 3,265,126 | +9.99% | 光刻机、芯片概念 |\n\n> **人气榜要点**：\n>\n> 今日市场注意力集中在科技成长与新能源两大方向。双榜共振股以中际旭创、兆易创新、紫光股份等算力与半导体个股为主，透露出资金对AI算力及国产替代主线的强烈关注；同时立新能源等新能源标的也进入共振，表明题材轮动中资金出现明显抱团倾向。\n\n\n\n---\n\n## 市场广度\n\n## 上涨和下跌情况表\n\n| 指标 | 今日数值 | 占比 | 说明 |\n| --- | --- | --- | --- |\n| **上涨家数** | **2603** | 48.5% | 全市场上涨个股数 |\n| **下跌家数** | **2769** | 51.5% | 全市场下跌个股数 |\n| 上涨/下跌比 | **0.94** | — | >1 偏多，<1 偏空 |\n\n> **赚钱效应**：今日市场赚钱效应偏弱，多数个股下跌，涨跌比0.94，整体表现平平 😐\n\n> 下方「市场广度」组合图（上涨/下跌堆叠柱 + 涨跌比折线）由 ECharts 渲染，可悬浮查看数值。\n\n\n\n---\n\n## 板块指数跌幅排行\n\n## 一、板块指数跌幅排行（当日 / 近 5 日 / 近 10 日 前 5 名）\n\n| 板块名称 | 当日跌幅 | 近 5 日跌幅 | 近 10 日跌幅 |\n| --- | ---: | ---: | ---: |\n| 科创次新股 | -8.19% | -11.61% | -23.68% |\n| 国家大基金持股 | -6.39% | -7.53% | -20.64% |\n| 共封装光学(CPO) | -5.78% | -6.30% | -20.49% |\n| 存储芯片 | -5.64% | -6.31% | -22.56% |\n| 铜缆高速连接 | -5.10% | — | — |\n| 先进封装 | — | — | -21.48% |\n| AI手机 | — | -6.86% | — |\n\n\n> - 表格为三档 TOP5 按「板块名称」去重并集：同一板块在多个周期上榜则合并一行显示三档跌幅，按当日跌幅升序（跌得最多的排最前）排列；未进入某周期 TOP5 的显示「—」。\n\n\n---\n\n## 涨停板复盘模块\n\n## 一、涨停天梯（按连板高度，共 61 只）\n\n### 6连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) | 封单(亿) |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 爱丽家居 | 603221 | 16.94 | 10.00% | 轻工制造 | 人民币贬值受益、轻工制造、家居用品 | 拟收购欧康诺+存储测试设备+PVC弹性地板 | 3.54 |\n\n### 4连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) | 封单(亿) |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 顺钠股份 | 000533 | 11.56 | 9.99% | 电力设备 | 百度概念、智能电网、阿里巴巴概念 | 数据中心+干式变压器+储能+控制权变更预期 | 0.34 |\n\n### 3连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) | 封单(亿) |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 新亚制程 | 002388 | 5.28 | 10.00% | 电子 | 消费电子概念、富士康概念、有机硅概念 | 锂电材料+华为产业链+胶粘剂+增持 | 0.32 |\n\n### 二连板（13 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) | 封单(亿) |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 亚振家居 | 603389 | 46.59 | 10.01% | 轻工制造 | 钛白粉概念、小金属概念、培育钻石 | 摘帽+锆钛矿选矿+家居 | 0.54 |\n| 华达科技 | 603358 | 37.46 | 10.01% | 汽车 | 低空经济、飞行汽车(eVTOL)、一体化压铸 | 新能源汽车零部件+人形机器人+总经理增持完成 | 0.77 |\n| 兴欣新材 | 001358 | 24.53 | 10.00% | 基础化工 | 净水概念、碳中和、光刻胶 | 回购+电子化学品+光刻胶 | 0.58 |\n| 创新医疗 | 002173 | 22.76 | 10.00% | 医药生物 | 高压氧舱、脑机接口、华为昇腾 | 脑机接口+医疗器械注册证+医疗服务 | 2.49 |\n| 明新旭腾 | 605068 | 17.02 | 10.02% | 汽车 | 新能源汽车、比亚迪概念、华为汽车 | 人形机器人+电子皮肤+减持终止+汽车内饰 | 0.22 |\n| 塞力医疗 | 603716 | 16.43 | 9.97% | 医药生物 | 细胞免疫治疗、创新药、生物疫苗 | 脑机接口+AI医疗+高血压疫苗+SPD | 0.88 |\n| 嘉美包装 | 002969 | 12.61 | 10.03% | 轻工制造 | 海峡两岸、啤酒概念、2026中报预增 | 中报预增+饮料包装+实控人变更 | 1.61 |\n| 南京熊猫 | 600775 | 10.35 | 9.99% | 通信 | 脑机接口、智慧城市、人工智能 | 脑机接口概念+卫星通信+央企 | 1.14 |\n| 传智教育 | 003032 | 6.62 | 9.97% | 传媒 | 机器人概念、人形机器人、华为概念 | AI教育+具身智能+中报扭亏 | 0.20 |\n| 海南海药 | 000566 | 5.83 | 10.00% | 医药生物 | 猴痘概念、肝炎概念、民营医院 | 创新药+基药目录+脑机接口+央企 | 0.90 |\n| 华天酒店 | 000428 | 3.67 | 9.88% | 休闲服务 | 预制菜、物业管理、职业教育 | 旅游酒店+国企改革+酒店主业 | 0.36 |\n| 中利集团 | 002309 | 3.37 | 10.13% | 电力设备 | 光伏建筑一体化、绿色电力、TOPCON电池 | 中报扭亏+特种线缆+光伏储能+厦门国资 | 1.36 |\n| 东方新能 | 002310 | 2.65 | 9.96% | 公用事业 | 股权转让(并购重组)、生态农业、绿色电力 | 重大资产重组+中报扭亏+风电+北京国资 | 1.28 |\n\n### 首板（45 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) | 封单(亿) |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 永新光学 | 603297 | 101.66 | 10.00% | 电子 | 光刻机、芯片概念、AI眼镜 | 光刻机+精密光学+收购江丰生物 | 1.21 |\n| ⚡波长光电 | 301421 | 82.12 | 20.01% | 电子 | 光刻机、PCB概念、芯片概念 | 半导体光学+PCB光学+中报预增 | 2.19 |\n| 艾艾精工 | 603580 | 52.70 | 10.00% | 塑料 | 海峡两岸、消费电子概念、人民币贬值受益 | 控制权拟变更+轻型输送带+消费电子 | 0.24 |\n| 盐津铺子 | 002847 | 50.99 | 10.01% | 食品饮料 | 食品饮料、食品加工制造、休闲食品 | 休闲食品+魔芋零食+一季报增长 | 0.37 |\n| ⚡奥普光电 | 002338 | 43.22 | 10.00% | 国防军工 | 芯片概念、商业航天、传感器 | 长春光机所旗下+半年报预增+商业航天 | 1.41 |\n| 华之杰 | 603400 | 42.85 | 10.01% | 机械设备 | 机器人概念、新能源汽车、消费电子概念 | 新能源汽车+机器人+智能家居 | 0.35 |\n| 张江高科 | 600895 | 31.04 | 9.99% | 房地产 | 光刻机、芯片概念、上海自贸区 | 光刻机+上海微电子+集成电路+浦东国资 | 11.86 |\n| 捷众科技 | 920690 | 18.08 | 29.98% | 汽车 | 新能源汽车、特斯拉概念、光刻机 | | 0.28 |\n| 天地在线 | 002995 | 16.97 | 9.98% | 广告营销 | 快手概念、小红书概念、拼多多概念 | AI应用+广告营销+Web3.0 | 0.47 |\n| 金溢科技 | 002869 | 15.77 | 9.97% | 计算机 | ETC、数据要素、数字孪生 | ETC+车路协同+低空智联+数字能源 | 0.21 |\n| 浪潮软件 | 600756 | 15.39 | 10.01% | 计算机 | DRG/DIP、财税数字化、在线教育 | AI政务+财税数字化+山东国资 | 0.46 |\n| 电科数字 | 600850 | 15.28 | 10.01% | 计算机 | 华为盘古、国资云、华为鲲鹏 | 光刻机+AI应用+国企改革 | 0.80 |\n| 格尔软件 | 603232 | 15.13 | 10.04% | 计算机 | 云办公、数字货币、电子身份证 | 抗量子密码+AI安全+PKI龙头 | 0.27 |\n| 一鸣食品 | 605179 | 14.55 | 9.98% | 食品饮料 | 乳业、三胎概念、冷链物流 | 乳业+烘焙食品+业绩增长 | 0.33 |\n| 南天信息 | 000948 | 14.07 | 10.01% | 计算机 | 区块链、在线教育、互联网金融 | AI应用+金融科技+半年报扭亏+云南国资 | 0.40 |\n| 海立股份 | 600619 | 13.66 | 9.98% | 家用电器 | 光刻机、上海自贸区、汽车热管理 | 光刻机+半年度业绩预增+上海国资 | 1.93 |\n| 华建集团 | 600629 | 13.43 | 9.99% | 建筑装饰 | 上海国企改革、装配式建筑、房屋检测 | 上海微电子相关+子公司重整获批+工程设计+上海国资 | 0.75 |\n| 东方嘉盛 | 002889 | 12.34 | 9.98% | 交通运输 | 冷链物流、跨境电商、冰雪产业 | 光刻机服务+中报预增+AI智能报关 | 0.31 |\n| 兴业股份 | 603928 | 12.28 | 10.04% | 塑料 | 丙烯酸、锂电池概念、光刻胶 | 光刻胶+酚醛树脂+合成树脂 | 0.86 |\n| 东晶电子 | 002199 | 12.17 | 10.04% | 电子 | 股权转让(并购重组)、锂电池概念、摘帽 | 摘帽+石英晶体元器件+碳酸锂 | 0.50 |\n| 合力科技 | 603917 | 11.69 | 9.97% | 汽车 | 长三角一体化、新能源汽车、比亚迪概念 | 小米汽车+一体化压铸+汽车模具 | 0.71 |\n| 甘咨询 | 000779 | 11.67 | 9.99% | 建筑装饰 | 新型城镇化、房屋检测、乡村振兴 | 工程咨询+甘肃国资+AI应用 | 0.01 |\n| 百通能源 | 001376 | 11.15 | 9.96% | 公用事业 | 碳中和、公用事业、电力 | 定增获批+热电联产+工业园区供热 | 0.29 |\n| 金桥信息 | 603918 | 10.42 | 10.03% | 计算机 | Web3.0、AIGC概念、AI应用 | AI应用+信创+定增 | 0.22 |\n| 深纺织Ａ | 000045 | 9.96 | 10.06% | 电子 | 粤港澳大湾区、虚拟现实、深圳国企改革 | 偏光片+OLED+深圳国资+更名预期 | 0.51 |\n| 华资实业 | 600191 | 9.46 | 10.00% | 农林牧渔 | 粮食概念、代糖概念、参股券商 | 半年报预增+粮食深加工+黄原胶 | 0.21 |\n| 新中港 | 605162 | 9.23 | 10.01% | 公用事业 | 虚拟电厂、绿色电力、碳交易 | 热电联产+弗迪电池供热+储能 | 0.24 |\n| 科蓝软件 | 300663 | 8.96 | 19.95% | 计算机 | 财税数字化、华为盘古、无人零售 | 脑机接口+AI机器人+鸿蒙生态 | 0.43 |\n| 东百集团 | 600693 | 8.61 | 9.96% | 商业贸易 | 免税店、统一大市场、IP经济(谷子经济) | 零售+首店经济+仓储物流+资产处置 | 0.58 |\n| 国风新材 | 000859 | 8.44 | 10.04% | 塑料 | 光刻胶、柔性屏(折叠屏)、芯片概念 | 并购重组+光刻胶+合肥国资 | 0.97 |\n| 金种子酒 | 600199 | 7.47 | 10.01% | 食品饮料 | 白酒概念、啤酒概念、国企改革 | 白酒+亏损收窄+阜阳国资 | 0.44 |\n| 荣联科技 | 002642 | 7.26 | 10.00% | 计算机 | 国资云、网络安全、智慧政务 | 算力服务+AI应用+国企改革+股权转让 | 0.58 |\n| 国新健康 | 000503 | 7.17 | 9.97% | 计算机 | 家庭医生、养老概念、数据确权 | AI医疗+DRG/DIP+央企 | 0.98 |\n| 维信诺 | 002387 | 6.86 | 9.94% | 电子 | MicroLED概念、柔性屏(折叠屏)、智能穿戴 | ViP技术+AMOLED+第8.6代产线 | 0.29 |\n| 岩山科技 | 002195 | 6.83 | 9.98% | 计算机 | AI语料、AIGC概念、AI应用 | 脑机接口+AI大模型+AI PC+人形机器人 | 3.64 |\n| 吉华集团 | 603980 | 6.50 | 9.98% | 基础化工 | 染料、医疗器械概念、有机硅概念 | 控制权变更+染料+中报预增 | 1.19 |\n| 久其软件 | 002279 | 6.47 | 10.03% | 计算机 | 小红书概念、财税数字化、ChatGPT概念 | AI智能体+业绩减亏+数字政务 | 0.90 |\n| 永和智控 | 002795 | 6.05 | 10.00% | 机械设备 | TOPCON电池、人民币贬值受益、医疗器械概念 | 中报预增+水暖阀门+医疗器械 | 0.42 |\n| 天融信 | 002212 | 6.00 | 10.09% | 计算机 | 数据安全、数据确权、云办公 | AI安全+智算云+量子科技 | 0.43 |\n| 安诺其 | 300067 | 5.62 | 20.09% | 基础化工 | 算力租赁、染料、东数西算(算力) | 拟收购烽云信息+算力服务+染料主业 | 0.65 |\n| 乔治白 | 002687 | 5.30 | 9.96% | 纺织服装 | 创投、纺织服饰、服装家纺 | 职业装+校服+通勤服 | 0.54 |\n| 康欣新材 | 600076 | 3.00 | 9.89% | 轻工制造 | 土地流转、乡村振兴、国企改革 | 半导体并购+林地资产转让+集装箱地板+无锡国资 | 0.18 |\n| 珠海中富 | 000659 | 2.77 | 9.92% | 轻工制造 | 啤酒概念、横琴新区、粤港澳大湾区 | 控制权变更+饮料包装+横琴新区 | 0.20 |\n| 曙光股份 | 600303 | 2.71 | 10.16% | 商用车 | 长安汽车概念、燃料电池、新能源汽车 | 氢燃料电池客车+军工+新能源客车 | 0.16 |\n| 荣安地产 | 000517 | 1.85 | 10.12% | 房地产 | 物业管理、建筑节能、长三角一体化 | 房地产开发+长三角+建筑节能 | 0.09 |\n\n## 二、板块归属（当日）同花顺概念涨停≥3家\n\n| 同花顺概念 | 涨停家数 | 代表个股 |\n| --- | --- | --- |\n| 人工智能 | 20 | 创新医疗、东方嘉盛、塞力医疗、荣联科技、岩山科技、南天信息、科蓝软件、华建集团 |\n| 国企改革 | 19 | 奥普光电、海立股份、张江高科、康欣新材、中利集团、海南海药、华天酒店、深纺织Ａ |\n| DeepSeek概念 | 16 | 创新医疗、东方嘉盛、塞力医疗、荣联科技、岩山科技、南天信息、科蓝软件、久其软件 |\n| 华为概念 | 16 | 东方嘉盛、中利集团、新亚制程、塞力医疗、荣联科技、岩山科技、南天信息、科蓝软件 |\n| 芯片概念 | 14 | 奥普光电、波长光电、海立股份、永新光学、张江高科、康欣新材、捷众科技、国风新材 |\n| 数字经济 | 14 | 东方嘉盛、顺钠股份、荣联科技、南天信息、科蓝软件、华建集团、久其软件、电科数字 |\n| AI应用 | 14 | 塞力医疗、荣联科技、岩山科技、南天信息、科蓝软件、久其软件、电科数字、天地在线 |\n| 机器人概念 | 13 | 奥普光电、波长光电、东方嘉盛、捷众科技、明新旭腾、岩山科技、传智教育、电科数字 |\n| 新能源汽车 | 13 | 海立股份、张江高科、捷众科技、华达科技、中利集团、新亚制程、国风新材、兴业股份 |\n| 阿里巴巴概念 | 13 | 顺钠股份、荣联科技、岩山科技、南天信息、科蓝软件、久其软件、传智教育、电科数字 |\n\n## 三、板块归属（前一日 2026-07-27）同花顺概念涨停 Top10\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 国企改革 | 27 |\n| 储能 | 22 |\n| 华为概念 | 22 |\n| 专精特新 | 17 |\n| 2026中报预增 | 17 |\n| 风电 | 16 |\n| 机器人概念 | 16 |\n| 一带一路 | 15 |\n| 数据中心(AIDC) | 15 |\n| 东数西算(算力) | 14 |\n\n\n\n---\n\n## 板块指数涨幅排行\n\n## 一、板块指数涨幅排行（当日 / 近 5 日 / 近 10 日 合并）\n\n| 板块名称 | 当日涨幅 | 近 5 日涨幅 | 近 10 日涨幅 | 涨停家数 |\n| --- | ---: | ---: | ---: | ---: |\n| DRG/DIP | +3.38% | — | — | — |\n| 乳业 | +2.66% | — | — | — |\n| 啤酒概念 | +2.46% | — | — | — |\n| 跨境支付(CIPS) | +2.09% | — | +3.07% | — |\n| 财税数字化 | +1.98% | — | — | — |\n| 电子身份证 | +1.85% | — | — | — |\n| 高压氧舱 | +1.69% | +6.59% | +6.68% | — |\n| Web3.0 | +1.68% | — | — | — |\n| 免税店 | +1.63% | — | +2.91% | — |\n| 数字货币 | +1.62% | — | — | — |\n| 兵装重组概念 | — | +13.57% | +11.50% | — |\n| 赛马概念 | — | +7.77% | +4.73% | — |\n| 中船系 | — | +6.12% | +3.11% | — |\n| 丙烯酸 | — | +5.20% | — | — |\n| ST板块 | — | +4.75% | — | — |\n| 托育服务 | — | +4.70% | — | — |\n| 金属锌 | — | +4.15% | — | — |\n| 租售同权 | — | +4.13% | — | — |\n| 摘帽 | — | +3.95% | — | — |\n| 同花顺中特估100 | — | — | +3.45% | — |\n| 化债概念(AMC概念) | — | — | +2.32% | — |\n| 超级品牌 | — | — | +2.17% | — |\n| 化肥 | — | — | +2.10% | — |\n\n\n> - 表格为三档 TOP10 按「板块名称」去重并集：同一板块在多个周期上榜则合并一行显示三档涨幅，按当日涨幅降序排列；未进入某周期 TOP10 的显示「—」。\n> - 「涨停家数」列为当日该板块（同花顺概念口径）内涨停个股数，由涨停池聚合最佳努力匹配，未匹配显示「—」，仅供主线强度参考。\n\n\n---\n\n## 大盘指数模块\n\n## 近 5 日成交额对比（主要指数并排）\n\n## 量能异动提示（主要指数成交额环比昨日）\n\n- 上证指数 2026-07-28 量能平稳（成交额 -7.9%）\n- 创业板指 2026-07-28 量能平稳（成交额 +8.3%）\n- 科创50 2026-07-28 量能平稳（成交额 +8.9%）\n- 中证2000（小微盘） 2026-07-28 量能平稳（成交额 +0.3%）\n\n> 量能分化：1 个指数缩量、3 个放量。\n\n## 核心成长指数集合竞价量能（成分股竞价加总代理）\n\n> 下图按指数展示近 5 日集合竞价成交额（亿元），可在浏览器中悬浮查看数值。\n\n\n\n---\n\n## 涨跌停情绪\n\n## 涨跌停情况表（感受情绪）\n\n| 指标 | 今日数值 | 说明 |\n| --- | --- | --- |\n| **涨停家数** | **68** | 占比 58.1% |\n| **跌停家数** | **49** | 占比 41.9% |\n| 涨跌比 | **1.39** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **19** | 连续涨停个股数 |\n| 市场高度 | **6** 板 | 最高连板天数 |\n| **炸板率** | **24.4%** | 炸板 22 家 /（涨停 68 + 炸板 22），封板强度反向指标 |\n\n> **情绪信号**：涨停家数多于跌停，涨跌比回升，连板热度较高，6板高度打开空间，市场情绪回暖但分歧犹存 📈；炸板率 24.4%，封板尚可\n\n> 下方「涨跌停情绪」组合图（涨停/跌停堆叠柱 + 涨跌比/连板/市场高度折线）由 ECharts 渲染，可悬浮查看数值。\n\n### 近 5 日涨跌停明细\n\n| 日期 | 涨停 | 跌停 | 涨跌比 | 连板数 | 高度(板) |\n| --- | --- | --- | --- | --- | --- |\n| 2026-07-22 | 47 | 9 | 5.22 | 12 | 5 |\n| 2026-07-23 | 128 | 2 | 64.00 | 15 | 6 |\n| 2026-07-24 | 42 | 24 | 1.75 | 17 | 4 |\n| 2026-07-27 | 121 | 6 | 20.17 | 9 | 5 |\n| 2026-07-28 | 68 | 49 | 1.39 | 19 | 6 |\n\n\n\n---\n\n## 强势股复盘模块\n\n## 一、近 5 日涨幅 TOP 10\n\n| 排名 | 代码 | 名称 | 上市板块 | 行业 | 近5日涨幅 | 今日涨幅 | 大涨原因 |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 1 | 000533 | 顺钠股份 | 深主板 | 电力设备-电网设备-输变电设备 | 46.51% | +9.99% | 受数据中心题材驱动叠加控制权变更预期，但公司澄清算力及数据中心业务营收占比偏低。 |\n| 2 | 603221 | 爱丽家居 | 沪主板 | 轻工制造-家居用品-瓷砖地板 | 46.41% | +10.00% | 拟收购欧康诺+存储测试设备题材驱动，股价连续6涨停。 |\n| 3 | 002388 | 新亚制程 | 深主板 | 电子-其他电子-其他电子Ⅲ | 42.32% | +10.00% | 锂电材料+华为产业链题材催化，但公司提示六氟磷酸锂营收贡献有限。 |\n| 4 | 002211 | ST宏达 | 深主板 | 基础化工-化学制品-有机硅 | 38.67% | +10.05% | 实控人拟变更（拟易主）叠加半年报扭亏预期，带动股价连续涨停。 |\n| 5 | 688496 | *ST清越 | 科创板 | 电子-光学光电子-面板 | 33.75% | +20.22% | 面退博弈+电子纸题材炒作，但存在重大违法强制退市风险。 |\n| 6 | 002173 | 创新医疗 | 深主板 | 医药生物-医疗服务-医院 | 33.49% | +10.00% | 脑机接口概念持续强势，叠加医疗器械注册证预期，4天3板。 |\n| 7 | 603580 | 艾艾精工 | 沪主板 | 基础化工-塑料制品-其他塑料制品 | 31.65% | +10.00% | 控制权拟变更预期驱动，股价创新高。 |\n| 8 | 000779 | 甘咨询 | 深主板 | 建筑装饰-建筑装饰-工程咨询服务 | 30.83% | +9.99% | AI应用+工程咨询题材催化，叠加甘肃国资背景。 |\n| 9 | 603400 | 华之杰 | 沪主板 | 机械设备-通用设备-其他通用设备 | 26.59% | +10.01% | 新能源汽车+机器人题材驱动，尾盘异动涨停。 |\n| 10 | 002199 | *ST东晶 | 深主板 | 电子-元件-被动元件 | 24.82% | +10.04% | 摘帽（摘星脱帽）预期叠加石英晶体元器件题材，停牌后涨停。 |\n\n## 二、近 10 日涨幅 TOP 10\n\n| 排名 | 代码 | 名称 | 上市板块 | 行业 | 近10日涨幅 | 今日涨幅 | 大涨原因 |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 1 | 603221 | 爱丽家居 | 沪主板 | 轻工制造-家居用品-瓷砖地板 | 48.47% | +10.00% | 拟收购欧康诺+存储测试设备题材驱动，股价连续6涨停。 |\n| 2 | 002173 | 创新医疗 | 深主板 | 医药生物-医疗服务-医院 | 43.60% | +10.00% | 脑机接口概念持续强势，叠加医疗器械注册证预期，4天3板。 |\n| 3 | 603580 | 艾艾精工 | 沪主板 | 基础化工-塑料制品-其他塑料制品 | 41.93% | +10.00% | 控制权拟变更预期驱动，股价创新高。 |\n| 4 | 300663 | 科蓝软件 | 创业板 | 计算机-软件开发-垂直应用软件 | 39.35% | +19.95% | 脑机接口+AI机器人+鸿蒙生态多重题材催化。 |\n| 5 | 000533 | 顺钠股份 | 深主板 | 电力设备-电网设备-输变电设备 | 37.95% | +9.99% | 受数据中心题材驱动叠加控制权变更预期，但公司澄清算力及数据中心业务营收占比偏低。 |\n| 6 | 002388 | 新亚制程 | 深主板 | 电子-其他电子-其他电子Ⅲ | 26.92% | +10.00% | 锂电材料+华为产业链题材催化，但公司提示六氟磷酸锂营收贡献有限。 |\n| 7 | 605162 | 新中港 | 沪主板 | 公用事业-电力-热力 | 25.58% | +10.01% | 弗迪电池供热+储能题材驱动，资金封单超亿元。 |\n| 8 | 003032 | 传智教育 | 深主板 | 社会服务-教育-教育Ⅲ | 23.28% | +9.97% | AI教育+具身智能题材叠加中报扭亏预期。 |\n| 9 | 002309 | 中利集团 | 深主板 | 电力设备-电网设备-线缆部件及其他 | 22.99% | +10.13% | 中报扭亏+光伏储能题材驱动，叠加厦门国资背景。 |\n| 10 | 688496 | *ST清越 | 科创板 | 电子-光学光电子-面板 | 21.59% | +20.22% | 面退博弈+电子纸题材炒作，但存在重大违法强制退市风险。 |\n\n\n> - **候选池**：同花顺热点（当日强势股 ~125 只 + 题材归因），实时免费零鉴权。\n> - **区间涨幅**：通过腾讯 fqkline / Tushare 日K线计算，精确至复盘日。\n> - **行业 / 题材**：行业取同花顺一级行业；题材取所属概念（已剔除融资融券、沪股通、沪深300 等通类噪声），由同花顺问财 OpenAPI（hithink-astock-selector 授权）批量获取。\n> - **大涨原因**：由大模型基于同花顺**题材归因**与经去噪的东财个股新闻**综合生成**一句原因（大模型不可用时回退为题材+新闻的原始拼接）；新闻已剔除龙虎榜、五日均线突破、大盘播报等无关节讯。\n> - **上市板块**：从股票代码前缀推断（沪主板/深主板/创业板/科创板/北交所）。\n> - 非交易日或数据异常时不显示结果。\n",
"meta_by_name": {
"主力资金流向": {
"date": "2026-07-28",
"source": "**数据源**：东方财富 push2delay（概念板块/个股/上证指数主力净流入，f62=主力净流入额）。
**口径**：主力净流入 = 超大单 + 大单净买入额（元），未含北向（北向自 2024-08 起停止实时披露）。"
},
"成交额前10个股": {
"date": "2026-07-28",
"top_turnover": [
{
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"code": "300308",
"name": "中际旭创",
"amount": 51600162900.0,
"pct": -15.687039,
"turnover_rate": 4.874593,
"price": 908.0
},
{
"rank": 2,
"code": "688825",
"name": "长鑫科技",
"amount": 44428300000.0,
"pct": -4.081633,
"turnover_rate": 20.66333,
"price": 47.0
},
{
"rank": 3,
"code": "300502",
"name": "新易盛",
"amount": 33425318700.0,
"pct": -17.12831,
"turnover_rate": 6.161831,
"price": 406.9
},
{
"rank": 4,
"code": "000938",
"name": "紫光股份",
"amount": 17920431600.0,
"pct": 0.024114,
"turnover_rate": 15.174645,
"price": 41.48
},
{
"rank": 5,
"code": "603986",
"name": "兆易创新",
"amount": 17604154700.0,
"pct": -9.999309,
"turnover_rate": 6.640264999999999,
"price": 390.63
},
{
"rank": 6,
"code": "688256",
"name": "寒武纪",
"amount": 16618447800.0,
"pct": -9.107025,
"turnover_rate": 2.298636,
"price": 1128.0
},
{
"rank": 7,
"code": "300750",
"name": "宁德时代",
"amount": 14652804700.0,
"pct": -2.2849999999999997,
"turnover_rate": 0.8730129999999999,
"price": 390.86
},
{
"rank": 8,
"code": "002384",
"name": "东山精密",
"amount": 14207410300.0,
"pct": -10.0,
"turnover_rate": 5.268955,
"price": 190.71
},
{
"rank": 9,
"code": "002156",
"name": "通富微电",
"amount": 13569977400.0,
"pct": -10.003913,
"turnover_rate": 12.633085,
"price": 69.0
},
{
"rank": 10,
"code": "688008",
"name": "澜起科技",
"amount": 13210014500.0,
"pct": -9.413058000000001,
"turnover_rate": 5.433787000000001,
"price": 206.04
}
],
"resolved_source": "iwencai_mcp",
"source": "同花顺问财（hithink-astock-selector，实际源：iwencai_mcp），按当日成交额降序取前 10。成交额单位为亿元（原始返回为元，÷1亿）；涨跌幅/换手率取自问财实时行情字段。"
},
"人气榜前10": {
"date": "2026-07-28",
"em_popularity": [
{
"rank": 1,
"code": "688825",
"name": "C长鑫",
"price": 47.0,
"pct": -4.08,
"rank_chg": 0
},
{
"rank": 2,
"code": "300308",
"name": "中际旭创",
"price": 908.0,
"pct": -15.69,
"rank_chg": 0
},
{
"rank": 3,
"code": "600895",
"name": "张江高科",
"price": 31.04,
"pct": 9.99,
"rank_chg": 0
},
{
"rank": 4,
"code": "001309",
"name": "德明利",
"price": 361.44,
"pct": -10.0,
"rank_chg": 0
},
{
"rank": 5,
"code": "002195",
"name": "岩山科技",
"price": 6.83,
"pct": 9.98,
"rank_chg": 0
},
{
"rank": 6,
"code": "002173",
"name": "创新医疗",
"price": 22.76,
"pct": 10.0,
"rank_chg": 1
},
{
"rank": 7,
"code": "000938",
"name": "紫光股份",
"price": 41.48,
"pct": 0.02,
"rank_chg": -1
},
{
"rank": 8,
"code": "603986",
"name": "兆易创新",
"price": 390.63,
"pct": -10.0,
"rank_chg": 0
},
{
"rank": 9,
"code": "600667",
"name": "太极实业",
"price": 18.37,
"pct": 2.51,
"rank_chg": 0
},
{
"rank": 10,
"code": "001258",
"name": "立新能源",
"price": 12.9,
"pct": -9.98,
"rank_chg": 0
}
],
"ths_popularity": [
{
"rank": 1,
"code": "688825",
"name": "长鑫科技",
"heat": "26864282",
"pct": -4.0816,
"rank_chg": 0,
"concepts": [
"新股与次新股",
"融资融券"
],
"tag": ""
},
{
"rank": 2,
"code": "001258",
"name": "立新能源",
"heat": "5252645",
"pct": -9.9791,
"rank_chg": 0,
"concepts": [
"绿色电力",
"光热发电"
],
"tag": "持续上榜"
},
{
"rank": 3,
"code": "300308",
"name": "中际旭创",
"heat": "5030987",
"pct": -15.687,
"rank_chg": 0,
"concepts": [
"共封装光学(CPO)",
"F5G概念"
],
"tag": ""
},
{
"rank": 4,
"code": "603986",
"name": "兆易创新",
"heat": "5009173",
"pct": -9.9993,
"rank_chg": 0,
"concepts": [
"存储芯片",
"汽车芯片"
],
"tag": ""
},
{
"rank": 5,
"code": "000938",
"name": "紫光股份",
"heat": "4710653",
"pct": 0.0241,
"rank_chg": 0,
"concepts": [
"WiFi 6",
"算力租赁"
],
"tag": "持续上榜"
},
{
"rank": 6,
"code": "001309",
"name": "德明利",
"heat": "4379484",
"pct": -10.0,
"rank_chg": 0,
"concepts": [
"存储芯片",
"中芯国际概念"
],
"tag": "持续上榜"
},
{
"rank": 7,
"code": "300502",
"name": "新易盛",
"heat": "3678783",
"pct": -17.1283,
"rank_chg": 0,
"concepts": [
"共封装光学(CPO)",
"芯片概念"
],
"tag": ""
},
{
"rank": 8,
"code": "002407",
"name": "多氟多",
"heat": "3593143",
"pct": 1.8767,
"rank_chg": 0,
"concepts": [
"氟化工概念",
"PVDF概念"
],
"tag": "2天1板"
},
{
"rank": 9,
"code": "600667",
"name": "太极实业",
"heat": "3382768",
"pct": 2.5112,
"rank_chg": 0,
"concepts": [
"存储芯片",
"先进封装"
],
"tag": "2天1板"
},
{
"rank": 10,
"code": "600895",
"name": "张江高科",
"heat": "3265126",
"pct": 9.9929,
"rank_chg": 0,
"concepts": [
"光刻机",
"芯片概念"
],
"tag": "首板涨停"
}
],
"source": "东财人气榜 `emappdata.eastmoney.com/stockrank/getAllCurrentList`（名称/价格经 `push2delay.eastmoney.com` 补全）；同花顺热榜 `dq.10jqka.com.cn/fuyao/hot_list_data`（零鉴权）。两榜口径不同：东财按「人气活跃度」综合排名，同花顺按「热度值」排序，交叉出现的个股代表跨平台共识热点。",
"resolved_source": "em:a_stock_data, ths:a_stock_data_mcp"
},
"市场广度": {
"date": "2026-07-28",
"source": "同花顺问财（hithink-zhishu-query），统计口径为同花顺全A(沪深京)；上涨/下跌比 = 上涨家数 ÷ 下跌家数。",
"breadth": {
"dates": [
"2026-07-22",
"2026-07-23",
"2026-07-24",
"2026-07-27",
"2026-07-28"
],
"up_count": [
1529.0,
4259.0,
555.0,
5195.0,
2603.0
],
"down_count": [
3876.0,
1208.0,
4939.0,
285.0,
2769.0
],
"ratio": [
0.39,
3.53,
0.11,
18.23,
0.94
]
}
},
"板块指数跌幅排行": {
"date": "2026-07-28",
"source": "**板块范围**：概念板块（东财板块代码 BKxxxx）。
**数据源**：iwencai_mcp。
**口径**：当日(f3) / 近5日(f109) / 近10日(f110) 为区间累计跌幅，由数据源直接提供（未自行拉 K 线）。",
"day": [
{
"rank": 1,
"name": "科创次新股",
"pct": -8.19
},
{
"rank": 2,
"name": "国家大基金持股",
"pct": -6.39
},
{
"rank": 3,
"name": "共封装光学(CPO)",
"pct": -5.78
},
{
"rank": 4,
"name": "存储芯片",
"pct": -5.64
},
{
"rank": 5,
"name": "铜缆高速连接",
"pct": -5.1
}
],
"five_day": [
{
"rank": 1,
"name": "科创次新股",
"pct": -11.61
},
{
"rank": 2,
"name": "国家大基金持股",
"pct": -7.53
},
{
"rank": 3,
"name": "AI手机",
"pct": -6.86
},
{
"rank": 4,
"name": "存储芯片",
"pct": -6.31
},
{
"rank": 5,
"name": "共封装光学(CPO)",
"pct": -6.3
}
],
"ten_day": [
{
"rank": 1,
"name": "科创次新股",
"pct": -23.68
},
{
"rank": 2,
"name": "存储芯片",
"pct": -22.56
},
{
"rank": 3,
"name": "先进封装",
"pct": -21.48
},
{
"rank": 4,
"name": "国家大基金持股",
"pct": -20.64
},
{
"rank": 5,
"name": "共封装光学(CPO)",
"pct": -20.49
}
]
},
"涨停板复盘模块": {
"date": "2026-07-28",
"source": "东方财富涨停板池（连板/现价/封单/行业）+ 同花顺问财（涨停揭秘题材 + 同花顺概念映射，hithink-astock-selector 授权）。板块归属与「概念板块复盘」统一采用同花顺概念口径；题材标签为同花顺拼接文本，非公司公告，不构成投资建议。",
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{
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{
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{
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{
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{
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{
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{
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{
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"reason": "",
"high_days": "",
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{
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"zt_stat": "2天2板",
"reason": "新能源汽车零部件+人形机器人+总经理增持完成",
"high_days": "2天2板",
"board_type": "换手板",
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{
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"reason": "中报扭亏+特种线缆+光伏储能+厦门国资",
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{
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{
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{
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{
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{
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{
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{
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"电科数字",
"金桥信息",
"浪潮软件"
]
},
{
"theme": "IT服务Ⅲ",
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"岩山科技",
"电科数字",
"金桥信息",
"浪潮软件"
]
},
{
"theme": "光学光电子",
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"永新光学",
"深纺织Ａ",
"维信诺"
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},
{
"theme": "冷链物流",
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"东百集团",
"一鸣食品"
]
},
{
"theme": "人民币贬值受益",
"count": 4,
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"艾艾精工",
"永和智控",
"华之杰"
]
},
{
"theme": "物业管理",
"count": 4,
"reps": [
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"东百集团",
"荣安地产"
]
},
{
"theme": "养老概念",
"count": 4,
"reps": [
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"塞力医疗",
"浪潮软件",
"国新健康"
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},
{
"theme": "职业教育",
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"久其软件",
"传智教育",
"电科数字"
]
},
{
"theme": "新型工业化",
"count": 4,
"reps": [
"荣联科技",
"电科数字",
"南京熊猫",
"天融信"
]
},
{
"theme": "Web3.0",
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"天地在线",
"金桥信息",
"格尔软件"
]
},
{
"theme": "数据确权",
"count": 4,
"reps": [
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"国新健康",
"天融信"
]
},
{
"theme": "云办公",
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"金桥信息",
"格尔软件",
"天融信"
]
},
{
"theme": "长三角一体化",
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"一鸣食品",
"安诺其",
"荣安地产"
]
},
{
"theme": "基因测序",
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"荣联科技",
"华资实业"
]
},
{
"theme": "上海自贸区",
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"张江高科",
"金桥信息"
]
},
{
"theme": "小米概念",
"count": 3,
"reps": [
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"维信诺",
"科蓝软件"
]
},
{
"theme": "共同富裕示范区",
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"reps": [
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"一鸣食品"
]
},
{
"theme": "蚂蚁集团概念",
"count": 3,
"reps": [
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"金桥信息"
]
},
{
"theme": "参股券商",
"count": 3,
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"华建集团",
"华资实业"
]
},
{
"theme": "民营医院",
"count": 3,
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"海南海药",
"永和智控"
]
},
{
"theme": "跨境电商",
"count": 3,
"reps": [
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"久其软件",
"东百集团"
]
},
{
"theme": "包装印刷",
"count": 3,
"reps": [
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"嘉美包装",
"珠海中富"
]
},
{
"theme": "包装",
"count": 3,
"reps": [
"康欣新材",
"嘉美包装",
"珠海中富"
]
},
{
"theme": "海工装备",
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"中利集团",
"安诺其"
]
},
{
"theme": "有色资源",
"count": 3,
"reps": [
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"亚振家居",
"东方新能"
]
},
{
"theme": "海峡两岸",
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"嘉美包装",
"东百集团",
"艾艾精工"
]
},
{
"theme": "DRG/DIP",
"count": 3,
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"国新健康"
]
},
{
"theme": "柔性屏(折叠屏)",
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"国风新材",
"维信诺",
"安诺其"
]
},
{
"theme": "人脸识别",
"count": 3,
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"南天信息",
"维信诺",
"电科数字"
]
},
{
"theme": "西部大开发",
"count": 3,
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"华资实业",
"甘咨询"
]
},
{
"theme": "垂直应用软件",
"count": 3,
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"南天信息",
"科蓝软件",
"国新健康"
]
},
{
"theme": "化债概念(AMC概念)",
"count": 3,
"reps": [
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"久其软件",
"金桥信息"
]
},
{
"theme": "跨境支付(CIPS)",
"count": 3,
"reps": [
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"电科数字",
"天融信"
]
},
{
"theme": "虚拟数字人",
"count": 3,
"reps": [
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"电科数字",
"天地在线"
]
},
{
"theme": "电子身份证",
"count": 3,
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"格尔软件",
"天融信"
]
},
{
"theme": "量子科技",
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"格尔软件",
"天融信"
]
},
{
"theme": "建筑节能",
"count": 3,
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"甘咨询"
]
},
{
"theme": "PPP概念",
"count": 3,
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"东方新能",
"安诺其"
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},
{
"theme": "横向通用软件",
"count": 3,
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"格尔软件",
"天融信"
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},
{
"theme": "IP经济(谷子经济)",
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"东百集团",
"安诺其"
]
},
{
"theme": "公用事业",
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"东方新能",
"新中港"
]
},
{
"theme": "污水处理",
"count": 3,
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"安诺其",
"甘咨询"
]
},
{
"theme": "同花顺新质50",
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"奥普光电",
"浪潮软件"
]
},
{
"theme": "3D打印",
"count": 2,
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"波长光电",
"兴业股份"
]
},
{
"theme": "光学元件",
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"波长光电",
"永新光学"
]
},
{
"theme": "上海微电子",
"count": 2,
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"张江高科"
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},
{
"theme": "三胎概念",
"count": 2,
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]
},
{
"theme": "统一大市场",
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},
{
"theme": "碳交易",
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"新中港"
]
},
{
"theme": "可控核聚变",
"count": 2,
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"岩山科技"
]
},
{
"theme": "中芯国际概念",
"count": 2,
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"华达科技"
]
},
{
"theme": "飞行汽车(eVTOL)",
"count": 2,
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"华达科技"
]
},
{
"theme": "车身附件及饰件",
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"明新旭腾"
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},
{
"theme": "宁德时代概念",
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},
{
"theme": "高铁",
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]
},
{
"theme": "细胞免疫治疗",
"count": 2,
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"塞力医疗"
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},
{
"theme": "预制菜",
"count": 2,
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"天地在线"
]
},
{
"theme": "社会服务",
"count": 2,
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},
{
"theme": "有机硅概念",
"count": 2,
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},
{
"theme": "OLED",
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"维信诺"
]
},
{
"theme": "面板",
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"深纺织Ａ",
"维信诺"
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},
{
"theme": "固废处理",
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},
{
"theme": "独角兽概念",
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"安诺其"
]
},
{
"theme": "ETC",
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"金溢科技"
]
},
{
"theme": "华为盘古",
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]
},
{
"theme": "房屋检测",
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"甘咨询"
]
},
{
"theme": "工程咨询服务",
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"甘咨询"
]
},
{
"theme": "低空基建",
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"甘咨询"
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},
{
"theme": "小红书概念",
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"天地在线"
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},
{
"theme": "快手概念",
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"天地在线"
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},
{
"theme": "系统服务",
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},
{
"theme": "热力",
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]
},
{
"theme": "土壤修复",
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]
},
{
"theme": "新疆振兴",
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]
},
{
"theme": "智慧灯杆",
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]
},
{
"theme": "染料",
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]
},
{
"theme": "纺织化学用品",
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"安诺其"
]
},
{
"theme": "机械设备",
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},
{
"theme": "通用设备",
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},
{
"theme": "传感器",
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},
{
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},
{
"theme": "工业母机",
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},
{
"theme": "安防",
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},
{
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]
},
{
"theme": "光源",
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]
},
{
"theme": "空气能热泵",
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]
},
{
"theme": "高压快充",
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]
},
{
"theme": "瓷砖地板",
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]
},
{
"theme": "车载摄像头",
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},
{
"theme": "租售同权",
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},
{
"theme": "高压氧舱",
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]
},
{
"theme": "眼科医疗",
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]
},
{
"theme": "医院",
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]
},
{
"theme": "神经康复",
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]
},
{
"theme": "冰雪产业",
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},
{
"theme": "智能物流",
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},
{
"theme": "自由贸易港",
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},
{
"theme": "航运概念",
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},
{
"theme": "广东自贸区",
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]
},
{
"theme": "交通运输",
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]
},
{
"theme": "物流",
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]
},
{
"theme": "物流Ⅲ",
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},
{
"theme": "土地流转",
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},
{
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},
{
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},
{
"theme": "猴痘概念",
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},
{
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},
{
"theme": "海南自贸区",
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},
{
"theme": "精酿鲜啤",
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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]
},
{
"theme": "非植入式",
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},
{
"theme": "知识产权保护",
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]
},
{
"theme": "语音技术",
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},
{
"theme": "MicroLED概念",
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"reps": [
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},
{
"theme": "智能穿戴",
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},
{
"theme": "华为手机",
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]
},
{
"theme": "玻璃基板",
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]
},
{
"theme": "商用载客车",
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},
{
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},
{
"theme": "支付系统",
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"reps": [
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]
},
{
"theme": "京东系",
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"reps": [
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]
},
{
"theme": "地下管网",
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},
{
"theme": "教育",
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},
{
"theme": "教育Ⅲ",
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},
{
"theme": "Kimi",
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},
{
"theme": "拼多多概念",
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},
{
"theme": "免税店",
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"reps": [
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},
{
"theme": "福建自贸区",
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"reps": [
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},
{
"theme": "福建本地股",
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},
{
"theme": "生态农业",
"count": 1,
"reps": [
"东方新能"
]
},
{
"theme": "汽车拆解概念",
"count": 1,
"reps": [
"东方新能"
]
},
{
"theme": "小米汽车",
"count": 1,
"reps": [
"合力科技"
]
},
{
"theme": "蚂蚁系",
"count": 1,
"reps": [
"金桥信息"
]
},
{
"theme": "粮食概念",
"count": 1,
"reps": [
"华资实业"
]
},
{
"theme": "代糖概念",
"count": 1,
"reps": [
"华资实业"
]
},
{
"theme": "农林牧渔",
"count": 1,
"reps": [
"华资实业"
]
},
{
"theme": "农产品加工",
"count": 1,
"reps": [
"华资实业"
]
},
{
"theme": "其他农产品加工",
"count": 1,
"reps": [
"华资实业"
]
},
{
"theme": "横琴新区",
"count": 1,
"reps": [
"珠海中富"
]
},
{
"theme": "乳业",
"count": 1,
"reps": [
"一鸣食品"
]
},
{
"theme": "饮料制造",
"count": 1,
"reps": [
"一鸣食品"
]
},
{
"theme": "乳品",
"count": 1,
"reps": [
"一鸣食品"
]
},
{
"theme": "服装",
"count": 1,
"reps": [
"乔治白"
]
},
{
"theme": "台资控股",
"count": 1,
"reps": [
"艾艾精工"
]
},
{
"theme": "综合服务",
"count": 1,
"reps": [
"新中港"
]
},
{
"theme": "三线酒企",
"count": 1,
"reps": [
"金种子酒"
]
},
{
"theme": "智能座舱",
"count": 1,
"reps": [
"金溢科技"
]
},
{
"theme": "毫米波雷达",
"count": 1,
"reps": [
"金溢科技"
]
},
{
"theme": "计算机设备",
"count": 1,
"reps": [
"金溢科技"
]
},
{
"theme": "其他计算机设备",
"count": 1,
"reps": [
"金溢科技"
]
},
{
"theme": "食品加工制造",
"count": 1,
"reps": [
"盐津铺子"
]
},
{
"theme": "家庭医生",
"count": 1,
"reps": [
"国新健康"
]
},
{
"theme": "阿尔茨海默概念",
"count": 1,
"reps": [
"吉华集团"
]
},
{
"theme": "英伟达概念",
"count": 1,
"reps": [
"安诺其"
]
},
{
"theme": "C2M概念",
"count": 1,
"reps": [
"安诺其"
]
},
{
"theme": "宠物经济",
"count": 1,
"reps": [
"安诺其"
]
},
{
"theme": "金属制品",
"count": 1,
"reps": [
"永和智控"
]
},
{
"theme": "国产操作系统",
"count": 1,
"reps": [
"天融信"
]
},
{
"theme": "EDR概念",
"count": 1,
"reps": [
"天融信"
]
},
{
"theme": "交换机",
"count": 1,
"reps": [
"天融信"
]
},
{
"theme": "住宅开发",
"count": 1,
"reps": [
"荣安地产"
]
},
{
"theme": "其他通用设备",
"count": 1,
"reps": [
"华之杰"
]
},
{
"theme": "基础建设",
"count": 1,
"reps": [
"甘咨询"
]
}
]
},
"板块指数涨幅排行": {
"date": "2026-07-28",
"source": "**板块范围**：概念板块（东财板块代码 BKxxxx）。
**数据源**：iwencai_mcp。
**口径**：当日(f3) / 近5日(f109) / 近10日(f110) 为区间累计涨幅，由数据源直接提供（未自行拉 K 线）。",
"day": [
{
"rank": 1,
"name": "DRG/DIP",
"pct": 3.38
},
{
"rank": 2,
"name": "乳业",
"pct": 2.66
},
{
"rank": 3,
"name": "啤酒概念",
"pct": 2.46
},
{
"rank": 4,
"name": "跨境支付(CIPS)",
"pct": 2.09
},
{
"rank": 5,
"name": "财税数字化",
"pct": 1.98
},
{
"rank": 6,
"name": "电子身份证",
"pct": 1.85
},
{
"rank": 7,
"name": "高压氧舱",
"pct": 1.69
},
{
"rank": 8,
"name": "Web3.0",
"pct": 1.68
},
{
"rank": 9,
"name": "免税店",
"pct": 1.63
},
{
"rank": 10,
"name": "数字货币",
"pct": 1.62
}
],
"five_day": [
{
"rank": 1,
"name": "兵装重组概念",
"pct": 13.57
},
{
"rank": 2,
"name": "赛马概念",
"pct": 7.77
},
{
"rank": 3,
"name": "高压氧舱",
"pct": 6.59
},
{
"rank": 4,
"name": "中船系",
"pct": 6.12
},
{
"rank": 5,
"name": "丙烯酸",
"pct": 5.2
},
{
"rank": 6,
"name": "ST板块",
"pct": 4.75
},
{
"rank": 7,
"name": "托育服务",
"pct": 4.7
},
{
"rank": 8,
"name": "金属锌",
"pct": 4.15
},
{
"rank": 9,
"name": "租售同权",
"pct": 4.13
},
{
"rank": 10,
"name": "摘帽",
"pct": 3.95
}
],
"ten_day": [
{
"rank": 1,
"name": "兵装重组概念",
"pct": 11.5
},
{
"rank": 2,
"name": "高压氧舱",
"pct": 6.68
},
{
"rank": 3,
"name": "赛马概念",
"pct": 4.73
},
{
"rank": 4,
"name": "同花顺中特估100",
"pct": 3.45
},
{
"rank": 5,
"name": "中船系",
"pct": 3.11
},
{
"rank": 6,
"name": "跨境支付(CIPS)",
"pct": 3.07
},
{
"rank": 7,
"name": "免税店",
"pct": 2.91
},
{
"rank": 8,
"name": "化债概念(AMC概念)",
"pct": 2.32
},
{
"rank": 9,
"name": "超级品牌",
"pct": 2.17
},
{
"rank": 10,
"name": "化肥",
"pct": 2.1
}
]
},
"大盘指数模块": {
"date": "2026-07-28",
"indices": {
"000001": {
"name": "上证指数",
"daily": [
{
"date": "2026-07-22",
"close": 3867.0268377521343,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 12581.481281600001
},
{
"date": "2026-07-23",
"close": 3876.77174538327,
"vol_wan": 0.0,
"close_pct": 0.2520000000000078,
"vol_pct": NaN,
"amt_yi": 10258.755177000001
},
{
"date": "2026-07-24",
"close": 3814.1928958692934,
"vol_wan": 0.0,
"close_pct": -1.614199999999999,
"vol_pct": NaN,
"amt_yi": 9153.66398293
},
{
"date": "2026-07-27",
"close": 3858.2391954307914,
"vol_wan": 0.0,
"close_pct": 1.1547999999999892,
"vol_pct": NaN,
"amt_yi": 10313.12143065
},
{
"date": "2026-07-28",
"close": 3813.31,
"vol_wan": 0.0,
"close_pct": -1.1645000000000016,
"vol_pct": NaN,
"amt_yi": 9496.830801260001
}
]
},
"399006": {
"name": "创业板指",
"daily": [
{
"date": "2026-07-22",
"close": 3566.7350415452406,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 6422.7205932868
},
{
"date": "2026-07-23",
"close": 3575.5234766876083,
"vol_wan": 0.0,
"close_pct": 0.24640000000000217,
"vol_pct": NaN,
"amt_yi": 5187.4089347044
},
{
"date": "2026-07-24",
"close": 3480.872219212734,
"vol_wan": 0.0,
"close_pct": -2.647200000000005,
"vol_pct": NaN,
"amt_yi": 4492.9206725603
},
{
"date": "2026-07-27",
"close": 3590.7877212788144,
"vol_wan": 0.0,
"close_pct": 3.1576999999999966,
"vol_pct": NaN,
"amt_yi": 4831.0942493215
},
{
"date": "2026-07-28",
"close": 3327.03,
"vol_wan": 0.0,
"close_pct": -7.3454000000000015,
"vol_pct": NaN,
"amt_yi": 5230.775984018
}
]
},
"000688": {
"name": "科创50",
"daily": [
{
"date": "2026-07-22",
"close": 1860.0872814315312,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 1929.1667110800001
},
{
"date": "2026-07-23",
"close": 1789.695998440318,
"vol_wan": 0.0,
"close_pct": -3.784299999999996,
"vol_pct": NaN,
"amt_yi": 1391.8711219600002
},
{
"date": "2026-07-24",
"close": 1787.1975828264954,
"vol_wan": 0.0,
"close_pct": -0.13959999999999528,
"vol_pct": NaN,
"amt_yi": 1205.44745795
},
{
"date": "2026-07-27",
"close": 1807.9523083558597,
"vol_wan": 0.0,
"close_pct": 1.1613000000000095,
"vol_pct": NaN,
"amt_yi": 1230.92124566
},
{
"date": "2026-07-28",
"close": 1693.48,
"vol_wan": 0.0,
"close_pct": -6.3316000000000034,
"vol_pct": NaN,
"amt_yi": 1340.55060199
}
]
},
"000852": {
"name": "中证2000（小微盘）",
"daily": [
{
"date": "2026-07-22",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3660.04069481
},
{
"date": "2026-07-23",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3382.95177991
},
{
"date": "2026-07-24",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3031.8701909399997
},
{
"date": "2026-07-27",
"close": 2851.721640413206,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3153.89981838
},
{
"date": "2026-07-28",
"close": 2803.3707,
"vol_wan": 0.0,
"close_pct": -1.6955000000000053,
"vol_pct": NaN,
"amt_yi": 3164.2926670300003
}
]
}
},
"charts": {
"index_change": {
"names": [
"上证指数",
"创业板指",
"科创50",
"中证2000（小微盘）"
],
"vals": [
-1.16,
-7.35,
-6.33,
-1.7
]
},
"index_amount": {
"labels": [
"07-22",
"07-23",
"07-24",
"07-27",
"07-28"
],
"series": {
"上证指数": [
12581.0,
10259.0,
9154.0,
10313.0,
9497.0
],
"创业板指": [
6423.0,
5187.0,
4493.0,
4831.0,
5231.0
],
"科创50": [
1929.0,
1392.0,
1205.0,
1231.0,
1341.0
],
"中证2000（小微盘）": [
3660.0,
3383.0,
3032.0,
3154.0,
3164.0
]
},
"colors": {
"上证指数": "#1f77b4",
"科创50": "#ff7f0e",
"创业板指": "#ffd700",
"中证2000（小微盘）": "#2ca02c"
}
},
"auction": {
"labels": [
"07-22",
"07-23",
"07-24",
"07-27",
"07-28"
],
"series": {
"创业板指": [
33.88,
20.13,
22.91,
23.64,
36.2
],
"科创50": [
19.63,
9.75,
9.71,
8.77,
12.46
]
},
"colors": {
"创业板指": "#ffd700",
"科创50": "#ff7f0e"
}
}
},
"source": "指数行情：东财 push2his（本地优先，含成交额）/ 百度股市通（云端主源，仅深市指数 399xxx 含成交额；沪市指数因百度撞码返回个股数据故不可用）/ 腾讯行情接口（web.ifzq.gtimg.cn 直连降级，仅 OHLCV 无成交额）；涨跌幅为收盘价环比，成交额单位为亿元，「中证2000（小微盘）」为小市值股票代表宽基，用于观察微盘股情绪。核心成长指数集合竞价量能：同花顺问财（对应指数全部成分股集合竞价匹配金额加总代理，支持历史日复盘）。",
"resolved_source": [
"iwencai_mcp"
]
},
"涨跌停情绪": {
"date": "2026-07-28",
"source": "同花顺问财（hithink-zhishu-query）。涨跌比 = 涨停家数 ÷ 跌停家数；市场高度 = 当日最高连续涨停天数；炸板率 = 炸板家数 ÷（涨停封板家数 + 炸板家数），由问财炸板股查询提供。",
"emotion": {
"dates": [
"2026-07-22",
"2026-07-23",
"2026-07-24",
"2026-07-27",
"2026-07-28"
],
"limit_up": [
47.0,
128.0,
42.0,
121.0,
68.0
],
"limit_down": [
9.0,
2.0,
24.0,
6.0,
49.0
],
"ratio": [
5.22,
64.0,
1.75,
20.17,
1.39
],
"lianban_count": [
12.0,
15.0,
17.0,
9.0,
19.0
],
"market_height": [
5.0,
6.0,
4.0,
5.0,
6.0
],
"bomb_count": 22,
"bomb_rate": 24.4
}
},
"强势股复盘模块": {
"date": "2026-07-28",
"resolved_source": "eastmoney",
"source": "东方财富（区间涨幅排名，近5日/近10日，实际源：eastmoney）；题材归因候选池来自同花顺热点；个股行业/概念画像经同花顺问财（STOCK_PROFILE，缺失则降级）。",
"five_day": [
{
"rank": 1,
"code": "000533",
"name": "顺钠股份",
"sector": "深主板",
"industry": "电力设备-电网设备-输变电设备",
"concepts": [
"百度概念;智能电网;阿里巴巴概念;东数西算(算力);抽水蓄能;数字经济;风电;充电桩;数据中心(AIDC);超超临界发电;水利;核电;储能;海工装备;光伏概念;粤港澳大湾区;可控核聚变;比亚迪概念;中芯国际概念;深股通;融资融券"
],
"gain_pct": 46.51,
"latest_pct": 9.99,
"reason_tags": "数据中心+干式变压器+储能+控制权变更预期",
"reason": "受数据中心题材驱动叠加控制权变更预期，但公司澄清算力及数据中心业务营收占比偏低。",
"news_titles": [
"顺钠股份(000533)龙虎榜数据(07-28)",
"顺钠股份(000533)龙虎榜数据(07-24)",
"艾艾精工11天7板，DRG/DIP概念涨幅居前丨强势个股",
"顺钠股份称算力及数据中心业务营收占比偏低 与施耐德业绩无必然关联",
"深股通现身13只个股龙虎榜"
]
},
{
"rank": 2,
"code": "603221",
"name": "爱丽家居",
"sector": "沪主板",
"industry": "轻工制造-家居用品-瓷砖地板",
"concepts": [
"人民币贬值受益"
],
"gain_pct": 46.41,
"latest_pct": 10.0,
"reason_tags": "拟收购欧康诺+存储测试设备+PVC弹性地板",
"reason": "拟收购欧康诺+存储测试设备题材驱动，股价连续6涨停。",
"news_titles": [
"逆市拉升！603221，连续6涨停",
"直线涨停！603221，强势6连板",
"直线涨停！603221，6连板！",
"直线涨停！603221走出6连板，公司提示：存在股价短期内大幅下滑的风险",
"“地板变芯片”！603221，连续5天一字涨停！"
]
},
{
"rank": 3,
"code": "002388",
"name": "新亚制程",
"sector": "深主板",
"industry": "电子-其他电子-其他电子Ⅲ",
"concepts": [
"消费电子概念;富士康概念;有机硅概念;人形机器人;比亚迪概念;华为概念;粤港澳大湾区;无人机;新能源汽车;锂电池概念;光伏概念;固态电池;充电桩;钠离子电池;储能;氟化工概念;摘帽"
],
"gain_pct": 42.32,
"latest_pct": 10.0,
"reason_tags": "锂电材料+华为产业链+胶粘剂+增持",
"reason": "锂电材料+华为产业链题材催化，但公司提示六氟磷酸锂营收贡献有限。",
"news_titles": [
"新亚制程(002388)龙虎榜数据(07-27)",
"新亚制程：1至6月六氟磷酸锂对外销售营收占比约为9% 对营业收入贡献有限",
"2连板新亚制程：1-6月六氟磷酸锂对外销售营收占比约为9% 对营业收入贡献有限",
"新亚制程：2026年上半年六氟磷酸锂外售营收占比约9% 对整体营收贡献有限",
"今日33只个股突破半年线"
]
},
{
"rank": 4,
"code": "002211",
"name": "ST宏达",
"sector": "深主板",
"industry": "基础化工-化学制品-有机硅",
"concepts": [
"有机硅概念;ST板块"
],
"gain_pct": 38.67,
"latest_pct": 10.05,
"reason_tags": "拟易主+有机硅+半年报扭亏",
"reason": "实控人拟变更（拟易主）叠加半年报扭亏预期，带动股价连续涨停。",
"news_titles": [
"ST宏达(002211)龙虎榜数据(07-27)",
"实控人拟变更，这只小盘股连续3天涨停",
"49股每笔成交量增长超50%",
"今日盘中突破年线个股",
"今日盘中突破半年线个股"
]
},
{
"rank": 5,
"code": "688496",
"name": "*ST清越",
"sector": "科创板",
"industry": "电子-光学光电子-面板",
"concepts": [
"电子纸;ST板块;华为概念;智能家居;专精特新;小米概念;AI眼镜;OLED"
],
"gain_pct": 33.75,
"latest_pct": 20.22,
"reason_tags": "ST板块+面退博弈+电子纸",
"reason": "面退博弈+电子纸题材炒作，但存在重大违法强制退市风险。",
"news_titles": [
"*ST清越(688496)龙虎榜数据(07-28)",
"*ST清越(688496)龙虎榜数据(07-27)",
"*ST清越涨幅偏离值累计达30%，存重大违法强制退市风险",
"688496，拉响退市警报！",
"*ST清越龙虎榜数据（7月28日）"
]
},
{
"rank": 6,
"code": "002173",
"name": "创新医疗",
"sector": "深主板",
"industry": "医药生物-医疗服务-医院",
"concepts": [
"高压氧舱;脑机接口;华为昇腾;智能医疗;人工智能;DeepSeek概念;医疗器械概念;养老概念;医美概念;共同富裕示范区;眼科医疗;民营医院;三胎概念;深股通;融资融券"
],
"gain_pct": 33.49,
"latest_pct": 10.0,
"reason_tags": "脑机接口+医疗器械注册证+医疗服务",
"reason": "脑机接口概念持续强势，叠加医疗器械注册证预期，4天3板。",
"news_titles": [
"创新医疗(002173)龙虎榜数据(07-28)",
"脑机接口概念大涨！002173三天两板",
"创新医疗(002173)龙虎榜数据(07-27)",
"002173，4天3板！脑机接口概念延续强势，股民：接着奏乐接着舞",
"脑机接口概念升温！002173，直线涨停"
]
},
{
"rank": 7,
"code": "603580",
"name": "艾艾精工",
"sector": "沪主板",
"industry": "基础化工-塑料制品-其他塑料制品",
"concepts": [
"海峡两岸;消费电子概念;人民币贬值受益;摘帽"
],
"gain_pct": 31.65,
"latest_pct": 10.0,
"reason_tags": "控制权拟变更+轻型输送带+消费电子",
"reason": "控制权拟变更预期驱动，股价创新高。",
"news_titles": [
"午后多股异动！603580股价创新高",
"艾艾精工(603580)龙虎榜数据(07-28)",
"艾艾精工(603580)龙虎榜数据(07-27)",
"艾艾精工(603580)龙虎榜数据(07-24)",
"艾艾精工(603580)龙虎榜数据(07-22)"
]
},
{
"rank": 8,
"code": "000779",
"name": "甘咨询",
"sector": "深主板",
"industry": "建筑装饰-建筑装饰-工程咨询服务",
"concepts": [
"新型城镇化;房屋检测;乡村振兴;污水处理;新疆振兴;土壤修复;建筑节能;水利;数字经济;数据要素;国企改革;AI应用;西部大开发;DeepSeek概念;国资云;人工智能;一带一路;数字孪生;低空经济;抽水蓄能;数据中心(AIDC);光伏概念"
],
"gain_pct": 30.83,
"latest_pct": 9.99,
"reason_tags": "工程咨询+甘肃国资+AI应用",
"reason": "AI应用+工程咨询题材催化，叠加甘肃国资背景。",
"news_titles": [
"甘咨询(000779)龙虎榜数据(07-28)",
"甘咨询(000779)龙虎榜数据(07-27)",
"甘咨询(000779)龙虎榜数据(07-24)",
"甘咨询(000779)龙虎榜数据(07-23)",
"甘咨询(000779)龙虎榜数据(07-22)"
]
},
{
"rank": 9,
"code": "603400",
"name": "华之杰",
"sector": "沪主板",
"industry": "机械设备-通用设备-其他通用设备",
"concepts": [
"机器人概念;新能源汽车;消费电子概念;人民币贬值受益;汽车电子;智能家居;充电桩;储能;锂电池概念;沪股通;融资融券"
],
"gain_pct": 26.59,
"latest_pct": 10.01,
"reason_tags": "新能源汽车+机器人+智能家居",
"reason": "新能源汽车+机器人题材驱动，尾盘异动涨停。",
"news_titles": [
"尾盘异动！603400，涨停！",
"华之杰(603400)龙虎榜数据(07-28)",
"华之杰(603400)龙虎榜数据(07-27)",
"沪股通现身13只个股龙虎榜",
"沪股通现身14只个股龙虎榜"
]
},
{
"rank": 10,
"code": "002199",
"name": "*ST东晶",
"sector": "深主板",
"industry": "电子-元件-被动元件",
"concepts": [
"股权转让(并购重组);锂电池概念;摘帽"
],
"gain_pct": 24.82,
"latest_pct": 10.04,
"reason_tags": "摘帽+石英晶体元器件+碳酸锂",
"reason": "摘帽（摘星脱帽）预期叠加石英晶体元器件题材，停牌后涨停。",
"news_titles": [
"东晶电子(002199)龙虎榜数据(07-24)",
"002199，摘星脱帽，停牌1天！",
"002199，“摘星脱帽”！14股获机构大手笔净买入",
"*ST东晶：撤销退市风险警示 7月23日起股票简称变更为“东晶电子”",
"*ST东晶退市风险警示撤销 7月23日起“变身”东晶电子"
]
}
],
"ten_day": [
{
"rank": 1,
"code": "603221",
"name": "爱丽家居",
"sector": "沪主板",
"industry": "轻工制造-家居用品-瓷砖地板",
"concepts": [
"人民币贬值受益"
],
"gain_pct": 48.47,
"latest_pct": 10.0,
"reason_tags": "拟收购欧康诺+存储测试设备+PVC弹性地板",
"reason": "拟收购欧康诺+存储测试设备题材驱动，股价连续6涨停。",
"news_titles": [
"逆市拉升！603221，连续6涨停",
"直线涨停！603221，强势6连板",
"直线涨停！603221，6连板！",
"直线涨停！603221走出6连板，公司提示：存在股价短期内大幅下滑的风险",
"“地板变芯片”！603221，连续5天一字涨停！"
]
},
{
"rank": 2,
"code": "002173",
"name": "创新医疗",
"sector": "深主板",
"industry": "医药生物-医疗服务-医院",
"concepts": [
"高压氧舱;脑机接口;华为昇腾;智能医疗;人工智能;DeepSeek概念;医疗器械概念;养老概念;医美概念;共同富裕示范区;眼科医疗;民营医院;三胎概念;深股通;融资融券"
],
"gain_pct": 43.6,
"latest_pct": 10.0,
"reason_tags": "脑机接口+医疗器械注册证+医疗服务",
"reason": "脑机接口概念持续强势，叠加医疗器械注册证预期，4天3板。",
"news_titles": [
"创新医疗(002173)龙虎榜数据(07-28)",
"脑机接口概念大涨！002173三天两板",
"创新医疗(002173)龙虎榜数据(07-27)",
"002173，4天3板！脑机接口概念延续强势，股民：接着奏乐接着舞",
"脑机接口概念升温！002173，直线涨停"
]
},
{
"rank": 3,
"code": "603580",
"name": "艾艾精工",
"sector": "沪主板",
"industry": "基础化工-塑料制品-其他塑料制品",
"concepts": [
"海峡两岸;消费电子概念;人民币贬值受益;摘帽"
],
"gain_pct": 41.93,
"latest_pct": 10.0,
"reason_tags": "控制权拟变更+轻型输送带+消费电子",
"reason": "控制权拟变更预期驱动，股价创新高。",
"news_titles": [
"午后多股异动！603580股价创新高",
"艾艾精工(603580)龙虎榜数据(07-28)",
"艾艾精工(603580)龙虎榜数据(07-27)",
"艾艾精工(603580)龙虎榜数据(07-24)",
"艾艾精工(603580)龙虎榜数据(07-22)"
]
},
{
"rank": 4,
"code": "300663",
"name": "科蓝软件",
"sector": "创业板",
"industry": "计算机-软件开发-垂直应用软件",
"concepts": [
"财税数字化;华为盘古;无人零售;数字货币;Web3.0;化债概念(AMC概念);跨境支付(CIPS);移动支付;AI应用;华为欧拉;互联网金融;虚拟数字人;数据确权;数字乡村;鸿蒙概念;智谱AI;数据要素;区块链;华为鲲鹏;AI智能体;蚂蚁集团概念;乡村振兴;智慧城市;脑机接口;数字经济;电子身份证;信创;数据安全;网络安全;DeepSeek概念;京津冀一体化;人工智能;百度概念;云计算;腾讯概念;阿里巴巴概念;创投;物联网;华为昇腾;量子科技;华为概念;商业航天;小米概念;东数西算(算力);数据中心(AIDC);芯片概念;深股通;融资融券"
],
"gain_pct": 39.35,
"latest_pct": 19.95,
"reason_tags": "脑机接口+AI机器人+鸿蒙生态",
"reason": "脑机接口+AI机器人+鸿蒙生态多重题材催化。",
"news_titles": [
"科蓝软件(300663)龙虎榜数据(07-28)",
"深股通现身13只个股龙虎榜",
"中证转债指数收跌1.26%，48只可转债收涨",
"501只股短线走稳 站上五日均线",
"营业部最青睐个股曝光 4股净买入超亿元"
]
},
{
"rank": 5,
"code": "000533",
"name": "顺钠股份",
"sector": "深主板",
"industry": "电力设备-电网设备-输变电设备",
"concepts": [
"百度概念;智能电网;阿里巴巴概念;东数西算(算力);抽水蓄能;数字经济;风电;充电桩;数据中心(AIDC);超超临界发电;水利;核电;储能;海工装备;光伏概念;粤港澳大湾区;可控核聚变;比亚迪概念;中芯国际概念;深股通;融资融券"
],
"gain_pct": 37.95,
"latest_pct": 9.99,
"reason_tags": "数据中心+干式变压器+储能+控制权变更预期",
"reason": "受数据中心题材驱动叠加控制权变更预期，但公司澄清算力及数据中心业务营收占比偏低。",
"news_titles": [
"顺钠股份(000533)龙虎榜数据(07-28)",
"顺钠股份(000533)龙虎榜数据(07-24)",
"艾艾精工11天7板，DRG/DIP概念涨幅居前丨强势个股",
"顺钠股份称算力及数据中心业务营收占比偏低 与施耐德业绩无必然关联",
"深股通现身13只个股龙虎榜"
]
},
{
"rank": 6,
"code": "002388",
"name": "新亚制程",
"sector": "深主板",
"industry": "电子-其他电子-其他电子Ⅲ",
"concepts": [
"消费电子概念;富士康概念;有机硅概念;人形机器人;比亚迪概念;华为概念;粤港澳大湾区;无人机;新能源汽车;锂电池概念;光伏概念;固态电池;充电桩;钠离子电池;储能;氟化工概念;摘帽"
],
"gain_pct": 26.92,
"latest_pct": 10.0,
"reason_tags": "锂电材料+华为产业链+胶粘剂+增持",
"reason": "锂电材料+华为产业链题材催化，但公司提示六氟磷酸锂营收贡献有限。",
"news_titles": [
"新亚制程(002388)龙虎榜数据(07-27)",
"新亚制程：1至6月六氟磷酸锂对外销售营收占比约为9% 对营业收入贡献有限",
"2连板新亚制程：1-6月六氟磷酸锂对外销售营收占比约为9% 对营业收入贡献有限",
"新亚制程：2026年上半年六氟磷酸锂外售营收占比约9% 对整体营收贡献有限",
"今日33只个股突破半年线"
]
},
{
"rank": 7,
"code": "605162",
"name": "新中港",
"sector": "沪主板",
"industry": "公用事业-电力-热力",
"concepts": [
"虚拟电厂;绿色电力;碳交易;碳中和;储能"
],
"gain_pct": 25.58,
"latest_pct": 10.01,
"reason_tags": "热电联产+弗迪电池供热+储能",
"reason": "弗迪电池供热+储能题材驱动，资金封单超亿元。",
"news_titles": [
"新中港(605162)龙虎榜数据(07-23)",
"涨停股复盘：13股封单超亿元",
"63只股上午收盘涨停(附股)",
"全国用电负荷连创新高！电力板块活跃走强，立新能源斩获6连板",
"19.14亿元资金今日流入公用事业股"
]
},
{
"rank": 8,
"code": "003032",
"name": "传智教育",
"sector": "深主板",
"industry": "社会服务-教育-教育Ⅲ",
"concepts": [
"机器人概念;人形机器人;华为概念;职业教育;鸿蒙概念;在线教育;阿里巴巴概念;ChatGPT概念;智谱AI;短剧游戏;摘帽"
],
"gain_pct": 23.28,
"latest_pct": 9.97,
"reason_tags": "AI教育+具身智能+中报扭亏",
"reason": "AI教育+具身智能题材叠加中报扭亏预期。",
"news_titles": [
"传智教育(003032)龙虎榜数据(07-28)",
"今日33只个股突破半年线",
"今日30只个股突破年线",
"【盘中播报】30只个股跨越牛熊分界线",
"【盘中播报】36只个股突破半年线"
]
},
{
"rank": 9,
"code": "002309",
"name": "中利集团",
"sector": "深主板",
"industry": "电力设备-电网设备-线缆部件及其他",
"concepts": [
"光伏建筑一体化;绿色电力;TOPCON电池;碳中和;风电;国企改革;海工装备;钙钛矿电池;高铁;一带一路;智能电网;充电桩;光伏概念;储能;军民融合;军工;锂电池概念;深股通;华为概念;新能源汽车;5G;比亚迪概念;融资融券"
],
"gain_pct": 22.99,
"latest_pct": 10.13,
"reason_tags": "中报扭亏+特种线缆+光伏储能+厦门国资",
"reason": "中报扭亏+光伏储能题材驱动，叠加厦门国资背景。",
"news_titles": [
"中利集团(002309)龙虎榜数据(07-28)",
"中利集团(002309)龙虎榜数据(07-16)",
"【数据揭秘】融资客看好个股一览",
"53.82亿元主力资金今日撤离电力设备板块",
"主力动向：7月28日特大单净流出789.09亿元"
]
},
{
"rank": 10,
"code": "688496",
"name": "*ST清越",
"sector": "科创板",
"industry": "电子-光学光电子-面板",
"concepts": [
"电子纸;ST板块;华为概念;智能家居;专精特新;小米概念;AI眼镜;OLED"
],
"gain_pct": 21.59,
"latest_pct": 20.22,
"reason_tags": "ST板块+面退博弈+电子纸",
"reason": "面退博弈+电子纸题材炒作，但存在重大违法强制退市风险。",
"news_titles": [
"*ST清越(688496)龙虎榜数据(07-28)",
"*ST清越(688496)龙虎榜数据(07-27)",
"*ST清越涨幅偏离值累计达30%，存重大违法强制退市风险",
"688496，拉响退市警报！",
"*ST清越龙虎榜数据（7月28日）"
]
}
],
"five_day_theme": [
{
"theme": "储能锂电",
"count": 2,
"reps": [
"新亚制程",
"*ST东晶"
]
},
{
"theme": "AI算力",
"count": 2,
"reps": [
"*ST清越",
"创新医疗"
]
},
{
"theme": "电力",
"count": 1,
"reps": [
"顺钠股份"
]
},
{
"theme": "人民币贬值受益",
"count": 1,
"reps": [
"爱丽家居"
]
},
{
"theme": "有机硅概念;ST板块",
"count": 1,
"reps": [
"ST宏达"
]
},
{
"theme": "半导体",
"count": 1,
"reps": [
"艾艾精工"
]
},
{
"theme": "地产链",
"count": 1,
"reps": [
"甘咨询"
]
},
{
"theme": "汽车",
"count": 1,
"reps": [
"华之杰"
]
}
],
"ten_day_theme": [
{
"theme": "AI算力",
"count": 3,
"reps": [
"创新医疗",
"传智教育",
"*ST清越"
]
},
{
"theme": "电力",
"count": 2,
"reps": [
"顺钠股份",
"新中港"
]
},
{
"theme": "人民币贬值受益",
"count": 1,
"reps": [
"爱丽家居"
]
},
{
"theme": "半导体",
"count": 1,
"reps": [
"艾艾精工"
]
},
{
"theme": "金融",
"count": 1,
"reps": [
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]
},
{
"theme": "储能锂电",
"count": 1,
"reps": [
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},
{
"theme": "汽车",
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}
},
"summary_rules": {
"trend_down_cum5": -3.0,
"trend_high_cum5": 5.0,
"vol_low_ratio": 0.85,
"vol_high_ratio": 1.25,
"down_healthy_max": 5,
"down_mild_max": 15,
"down_cool_max": 30,
"overheat_peak_ratio": 0.9,
"overheat_peak_abs": 100,
"breadth_strong_pct": 60,
"breadth_neutral_pct": 40,
"breadth_weak_pct": 20,
"distortion_down_count": 4000,
"bomb_rate_low": 0.2,
"bomb_rate_normal": 0.35,
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"system_prompts": {
"dashboard": "你是 A股盘面速览撰写者。基于提供的数据，输出一段『盘面速览』总结（约 80-120 字），覆盖：市场整体情绪（偏多/偏空/分歧）、量能变化（放量/缩量/持平）、当日主线板块、短线情绪（涨停数量、连板高度、炸板率、上涨家数占比）。结论前置、克制、不喊单。仅依据给定数据，不编造、不预测点位。",
"opening": "你是 A股复盘策略师。基于数据撰写『行情总结与明日策略』，结构：### 一、行情总结（1.指数 2.板块 3.各板块龙头个股 4.消息催化）；### 二、明日策略（仓位建议、方向、风险）。结论前置、克制、不喊单、不编造。",
"mainline": "你是 A股题材分析师。基于板块数据，用『三重确认』筛选当日主线：①涨停家数（广度）②近5日涨停次数（短期资金）③近10日涨停次数（中期资金）。每条主线需给出这三项数值并说明确认逻辑；若无可确认主线，明确说明『当日无板块效应主线』。仅依据数据，不编造。"
},
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"opening": [
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"mainline": [
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]
},
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"quota_exhausted": false,
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}
}