{
  "date": "2026-07-30",
  "schema_version": 2,
  "data_markdown": "## 板块跌幅排行\n\n### 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| 光刻机 | -6.91% | — | -9.07% |\n| F5G概念 | -6.73% | — | — |\n| 中芯国际概念 | -6.72% | -6.57% | — |\n| 共封装光学(CPO) | -6.63% | — | — |\n| 存储芯片 | -6.62% | -7.10% | -9.78% |\n| 科创次新股 | — | -9.75% | -13.85% |\n| 玻璃基板 | — | — | -8.92% |\n| 国家大基金持股 | — | -8.75% | — |\n| 先进封装 | — | -6.05% | -9.12% |\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## 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** | **32** | 32.0% | 全市场上涨个股数 |\n| **下跌家数** | **68** | 68.0% | 全市场下跌个股数 |\n| 上涨/下跌比 | **0.47** | — | >1 偏多，<1 偏空 |\n\n> **赚钱效应**：赚钱效应极差，市场普跌格局明显，超六成个股收绿，做多情绪低迷。📉\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## 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 | 597.73 | +4.40% | 6.25% | 902.01 |\n| 2 | 688825 | 长鑫科技 | 447.06 | +2.08% | 19.12% | 53.97 |\n| 3 | 300502 | 新易盛 | 361.31 | +6.71% | 7.68% | 396.01 |\n| 4 | 603986 | 兆易创新 | 354.84 | +2.02% | 14.53% | 378.60 |\n| 5 | 688256 | 寒武纪 | 199.18 | +6.10% | 3.00% | 1106.00 |\n| 6 | 300750 | 宁德时代 | 181.03 | -1.64% | 1.06% | 395.30 |\n| 7 | 002384 | 东山精密 | 174.87 | +5.98% | 7.65% | 171.48 |\n| 8 | 000636 | 风华高科 | 131.57 | -2.28% | 23.11% | 49.35 |\n| 9 | 000725 | 京东方A | 119.90 | +2.80% | 6.22% | 5.51 |\n| 10 | 688012 | 中微公司 | 119.04 | -0.72% | 3.61% | 344.00 |\n\n> **成交额要点**：\n>\n> 当日前 10 大成交股合计成交额约 2687 亿元，头部三家（中际旭创、长鑫科技、新易盛）合计约 1406 亿元，占 52%，资金高度集中于头部标的。前十中上涨 7 家、下跌 3 家，无平盘，整体多空倾向偏多。\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** | **1** | 占比 11.1% |\n| **跌停家数** | **8** | 占比 88.9% |\n| 涨跌比 | **0.12** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **11** | 连续涨停个股数 |\n| 市场高度 | **8** 板 | 最高连板天数 |\n| **炸板率** | **95.2%** | 炸板 20 家 /（涨停 1 + 炸板 20），封板强度反向指标 |\n\n> **情绪信号**：情绪冰点，跌停远超涨停，涨跌比极低，亏钱效应显著；仅存高位连板维系局部热度。📉；⚠️ 炸板率高达 95.2%，封板质量差、分歧大\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 6 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| 2026-07-23 | 1 | 0 | ∞ | 15 | 6 |\n| 2026-07-24 | 0 | 0 | 0.00 | 17 | 4 |\n| 2026-07-27 | 4 | 0 | ∞ | 9 | 5 |\n| 2026-07-28 | 0 | 9 | 0.00 | 19 | 6 |\n| 2026-07-29 | 1 | 2 | 0.50 | 12 | 7 |\n| 2026-07-30 | 1 | 8 | 0.12 | 11 | 8 |\n\n\n\n---\n\n## 主力资金流向\n\n## 主力资金流向\n\n> **全市场主力净流入**：+622.28亿（上证指数，当日涨幅 +1.79%）；正值为资金整体净流入（做多），负值为净流出（派发）。\n\n### 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| 融资融券 | +592.06亿 | +2.54% | +2.54% |\n| 深股通 | +402.47亿 | +3.21% | +2.75% |\n| 昨日高振幅 | +368.45亿 | +3.36% | +3.67% |\n| 富时罗素 | +359.63亿 | +2.85% | +1.59% |\n| MSCI中国 | +350.29亿 | +2.76% | +1.62% |\n| 深成500 | +309.43亿 | +3.64% | +2.28% |\n| 2026中报预增 | +291.48亿 | +3.78% | +2.76% |\n| 华为概念 | +244.77亿 | +3.89% | +3.97% |\n| 百元股 | +235.31亿 | +3.58% | +4.72% |\n| 标准普尔 | +233.89亿 | +2.60% | +1.23% |\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### 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| 东山精密(002384) | +32.46亿 | +15.12% | +5.98% |\n| 利欧股份(002131) | +11.44亿 | +30.41% | +9.91% |\n| 光迅科技(002281) | +8.65亿 | +9.88% | +6.12% |\n| 海康威视(002415) | +7.92亿 | +12.51% | +5.70% |\n| 云南锗业(002428) | +7.44亿 | +19.30% | +8.33% |\n| 沪电股份(002463) | +6.53亿 | +8.42% | +7.46% |\n| 麦格米特(002851) | +5.47亿 | +17.60% | +10.00% |\n| 天娱数科(002354) | +5.40亿 | +47.62% | +9.97% |\n| 三花智控(002050) | +5.15亿 | +12.66% | +5.84% |\n| 德明利(001309) | +5.04亿 | +2.90% | -1.06% |\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## 板块涨幅排行\n\n### 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| 草甘膦 | +1.98% | — | — | — |\n| 白酒概念 | +1.83% | — | — | — |\n| 芬太尼 | +1.36% | — | — | — |\n| 可燃冰 | +1.12% | — | — | — |\n| 信托概念 | +1.04% | — | — | — |\n| 同花顺中特估100 | +0.99% | — | — | — |\n| 高股息精选 | +0.93% | — | — | — |\n| 化债概念(AMC概念) | +0.92% | — | +8.73% | — |\n| 猪肉 | +0.87% | — | — | — |\n| 上海国企改革 | +0.85% | — | — | — |\n| 兵装重组概念 | — | — | +15.52% | — |\n| 财税数字化 | — | +13.74% | +11.40% | — |\n| AI视频 | — | +13.68% | — | — |\n| 乳业 | — | +12.50% | — | — |\n| AI语料 | — | +12.49% | — | — |\n| 快手概念 | — | +12.42% | +8.70% | — |\n| Web3.0 | — | +12.30% | — | — |\n| DRG/DIP | — | +12.20% | — | — |\n| 短剧游戏 | — | +11.58% | — | — |\n| NFT概念 | — | +11.57% | — | — |\n| 智谱AI | — | +11.28% | — | — |\n| 跨境支付(CIPS) | — | — | +9.88% | — |\n| 金属锌 | — | — | +9.75% | — |\n| 金属铅 | — | — | +9.68% | — |\n| 赛马概念 | — | — | +9.27% | — |\n| ERP概念 | — | — | +8.81% | — |\n| 移动支付 | — | — | +8.54% | — |\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## 人气榜\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 | 名称 | 当日涨跌幅 | 所属板块 |\n| --- | --- | --- | --- |\n| 1 | C长鑫 | +2.08% | 电子-半导体-数字芯片设计 |\n| 2 | 德明利 | -1.06% | 电子-半导体-数字芯片设计 |\n| 3 | 兆易创新 | +2.02% | 电子-半导体-数字芯片设计 |\n| 4 | 蓝色光标 | +19.98% | 传媒-文化传媒-广告营销 |\n| 5 | 太极实业 | +10.03% | 建筑装饰-建筑装饰-工程咨询服务 |\n| 6 | 风华高科 | -2.28% | 电子-元件-被动元件 |\n| 7 | 中际旭创 | +4.40% | 通信-通信设备-通信网络设备及器件 |\n| 8 | 紫光股份 | +3.84% | 计算机-IT服务-IT服务Ⅲ |\n| 9 | 长电科技 | +1.86% | 电子-半导体-集成电路封测 |\n| 10 | 利欧股份 | +9.91% | 机械设备-通用设备-其他通用设备 |\n\n### 同花顺热榜前 10（日榜）\n\n| 排名 | 名称 | 当日涨跌幅 | 所属板块 |\n| --- | --- | --- | --- |\n| 1 | 长鑫科技 | +2.08% | 电子-半导体-数字芯片设计 |\n| 2 | 德明利 | -1.06% | 电子-半导体-数字芯片设计 |\n| 3 | 兆易创新 | +2.02% | 电子-半导体-数字芯片设计 |\n| 4 | 中际旭创 | +4.40% | 通信-通信设备-通信网络设备及器件 |\n| 5 | 风华高科 | -2.28% | 电子-元件-被动元件 |\n| 6 | 紫光股份 | +3.84% | 计算机-IT服务-IT服务Ⅲ |\n| 7 | 东山精密 | +5.98% | 电子-元件-印制电路板 |\n| 8 | 太极实业 | +10.03% | 建筑装饰-建筑装饰-工程咨询服务 |\n| 9 | 长电科技 | +1.86% | 电子-半导体-集成电路封测 |\n| 10 | 蓝色光标 | +19.98% | 传媒-文化传媒-广告营销 |\n\n> **人气榜要点**：\n>\n> 今日市场人气高度聚焦于科技硬件与算力产业链，双榜共振的8只个股中，中际旭创、紫光股份、长电科技等均属光模块、半导体及算力基建方向，资金主线明确围绕AI算力与国产替代展开。东财人气股涨多跌少，显示做多情绪占优，题材抱团特征显著，资金集中流向存储、封测及数据中心相关标的。\n\n\n\n---\n\n## 强势股复盘\n\n### 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 | 003032 | 传智教育 | 深主板 | 社会服务 | 46.44% | +10.03% | 题材：AI教育、具身智能、中报扭亏；3分钟直线涨停！003032，5连板；1分钟直线涨停！003032，四连板 |\n| 2 | 605068 | 明新旭腾 | 沪主板 | 汽车 | 46.44% | +9.99% | 题材：人形机器人、电子皮肤、减持终止、汽车内饰；605068，连续4天涨停，公司紧急提示；605068，3连板！人形机器人概念活跃 |\n| 3 | 603221 | 爱丽家居 | 沪主板 | 轻工制造 | 46.36% | +9.98% | 题材：拟收购欧康诺、存储测试设备、PVC弹性地板；揭秘涨停 | 603221，走出8连板；603221，9连板！昨晚公告称如股价进一步异常上涨，可能申请停牌核查 |\n| 4 | 300996 | 普联软件 | 创业板 | 计算机 | 36.74% | +20.03% | 题材：明略科技入主、AI智能体、信创ERP；300615、300996，筹划控制权变更，停牌！；300996、300615、002828同日披露筹划控制权变更事宜 下周一起停牌 |\n| 5 | 002667 | *ST威领 | 深主板 | 有色金属 | 35.65% | +10.05% | 题材：钨锡铅锌矿、碳酸锂、ST板块；*ST威领(002667.SZ)：董事长谌俊宇、董事李佳黎因个人原因辞职，提名何凯、尹贤、朱晓军为董事候选人；机械设备行业今日净流出资金53.56亿元，华工科技等16股净流出资金超亿元 |\n| 6 | 605179 | 一鸣食品 | 沪主板 | 食品饮料 | 35.46% | +9.99% | 题材：原奶周期、乳业、业绩增长；逆市拉升！605179，一分钟涨停！；一鸣食品(605179.SH)：选举蒋明统为职工代表董事 |\n| 7 | 300894 | 火星人 | 创业板 | 家用电器 | 33.18% | +20.04% | 题材：人形机器人、AI智能厨电、集成厨电；中证转债指数收跌0.45%，102只可转债收涨 |\n| 8 | 002827 | 高争民爆 | 深主板 | 基础化工 | 31.15% | +10.00% | 题材：控股股东拟变更、矿山投资开发、民爆、西藏国资；高争民爆：控股股东拟变更为地矿集团；高争民爆：拟变更控股股东 |\n| 9 | 605388 | 均瑶健康 | 沪主板 | 食品饮料 | 31.05% | +10.07% | 题材：益生菌、大消费；海南海药7天4板，草甘膦涨幅居前；均瑶健康涨停，上榜营业部合计净买入1798.07万元 |\n| 10 | 600228 | 返利科技 | 沪主板 | 传媒 | 28.82% | +10.06% | 题材：控制权变更、AI应用、在线导购；返利科技(600228.SH)：完成工商变更登记，注册资本变更为41667.2427万元；600228，盘中“天地板” |\n\n### 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 | 98.74% | +9.98% | 题材：拟收购欧康诺、存储测试设备、PVC弹性地板；揭秘涨停 | 603221，走出8连板；603221，9连板！昨晚公告称如股价进一步异常上涨，可能申请停牌核查 |\n| 2 | 003032 | 传智教育 | 深主板 | 社会服务 | 43.29% | +10.03% | 题材：AI教育、具身智能、中报扭亏；3分钟直线涨停！003032，5连板；1分钟直线涨停！003032，四连板 |\n| 3 | 605068 | 明新旭腾 | 沪主板 | 汽车 | 41.51% | +9.99% | 题材：人形机器人、电子皮肤、减持终止、汽车内饰；605068，连续4天涨停，公司紧急提示；605068，3连板！人形机器人概念活跃 |\n| 4 | 000526 | 学大教育 | 深主板 | 社会服务 | 37.09% | +9.99% | 题材：AI教育、个性化教育、回购；51只股上午收盘涨停(附股)；涨停股复盘：9股封单超亿元 |\n| 5 | 300996 | 普联软件 | 创业板 | 计算机 | 36.62% | +20.03% | 题材：明略科技入主、AI智能体、信创ERP；300615、300996，筹划控制权变更，停牌！；300996、300615、002828同日披露筹划控制权变更事宜 下周一起停牌 |\n| 6 | 002667 | *ST威领 | 深主板 | 有色金属 | 32.43% | +10.05% | 题材：钨锡铅锌矿、碳酸锂、ST板块；*ST威领(002667.SZ)：董事长谌俊宇、董事李佳黎因个人原因辞职，提名何凯、尹贤、朱晓军为董事候选人；机械设备行业今日净流出资金53.56亿元，华工科技等16股净流出资金超亿元 |\n| 7 | 002882 | 金龙羽 | 深主板 | 电力设备 | 28.38% | +10.03% | 题材：固态电池、电线电缆、比亚迪产业链；2连板金龙羽：固态电池及其关键材料项目目前处于量产线建设期 暂未形成长期稳定收入；固态电池故事还在“建设期”，24亿元投资超期末净资产，金龙羽股价异动年内跌近三成 |\n| 8 | 002827 | 高争民爆 | 深主板 | 基础化工 | 25.95% | +10.00% | 题材：控股股东拟变更、矿山投资开发、民爆、西藏国资；高争民爆：控股股东拟变更为地矿集团；高争民爆：拟变更控股股东 |\n| 9 | 002258 | 利尔化学 | 深主板 | 基础化工 | 25.72% | +9.99% | 题材：华润双鹤拟入主、草铵膦、精草铵膦、合成生物；直线拉涨停！002258，华润系拟入主；重大资产重组！行业龙头002258，封涨停 |\n| 10 | 300894 | 火星人 | 创业板 | 家用电器 | 21.90% | +20.04% | 题材：人形机器人、AI智能厨电、集成厨电；中证转债指数收跌0.45%，102只可转债收涨 |\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\n\n---\n\n## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 52 只）\n\n### 8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 | 20.49 | 9.98% | 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 | 3.07 |\n\n### 4连板（2 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| 明新旭腾 | 605068 | 20.59 | 9.99% | 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 | 0.44 |\n| 传智教育 | 003032 | 8.01 | 10.03% | 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 | 1.08 |\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| 一鸣食品 | 605179 | 17.61 | 9.99% | 食品饮料 | 乳业、三胎概念、冷链物流 | 原奶周期+乳业+业绩增长 | 1.59 |\n\n### 二连板（6 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| <span class=\"oneword\">⚡高争民爆</span> | 002827 | 31.45 | 10.00% | 基础化工 | 民爆概念、雅下水电概念、西部大开发 | 控股股东拟变更+矿山投资开发+民爆+西藏国资 | 2.47 |\n| 海兴电力 | 603556 | 26.99 | 9.98% | 电力设备 | 电力物联网、智能电网、DeepSeek概念 | 智能电网+电力出海+数字能源 | 1.00 |\n| 金龙羽 | 002882 | 21.62 | 10.03% | 电力设备 | 锂电池概念、固态电池、无人机 | 固态电池+电线电缆+比亚迪产业链 | 0.56 |\n| 返利科技 | 600228 | 7.33 | 10.06% | 数字媒体 | 人工智能、DeepSeek概念、苹果概念 | 控制权变更+AI应用+在线导购 | 0.63 |\n| 均瑶健康 | 605388 | 6.12 | 10.07% | 食品饮料 | 幽门螺杆菌概念、乳业、跨境电商 | 益生菌+大消费 | 0.26 |\n| 柳钢股份 | 601003 | 4.19 | 9.97% | 普钢 | 国企改革、乡村振兴、西部大开发 | 资产重组+宽厚板+汽车用钢+广西国资 | 0.42 |\n\n### 首板（42 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| 德明利 | 001309 | 390.04 | 10.00% | 电子 | 存储芯片、中芯国际概念、共封装光学(CPO) | 存储芯片+控股股东不减持+超跌反弹 | 7.16 |\n| 纳百川 | 301667 | 65.82 | 20.00% | 汽车 | 注册制次新股、锂电池概念、宁德时代概念 | 液冷板+数据中心+宁德时代产业链 | 0.74 |\n| 和泰机电 | 001225 | 43.66 | 10.00% | 机械设备 | 一带一路、水泥概念、机械设备 | 物料输送设备+一带一路+水泥建材 | 0.47 |\n| 税友股份 | 603171 | 41.47 | 10.00% | 计算机 | 财税数字化、ChatGPT概念、华为鲲鹏 | AI应用+财税SaaS+实控人增持 | 0.68 |\n| 天溯计量 | 301449 | 39.08 | 19.99% | 专业服务 | 注册制次新股、汽车热管理、机器人概念 | 电池检测+机器人+计量校准 | 0.32 |\n| 舍得酒业 | 600702 | 37.49 | 10.01% | 食品饮料 | 白酒概念、旅游概念、西部大开发 | 白酒+老酒战略+国际化 | 1.17 |\n| 昊创瑞通 | 301668 | 37.26 | 20.00% | 电力设备 | 智能电网、风电、注册制次新股 | 智能配电设备+配电网+中标领先 | 0.32 |\n| 学大教育 | 000526 | 36.33 | 9.99% | 传媒 | 在线教育、职业教育、体育产业 | AI教育+个性化教育+回购 | 0.84 |\n| 泛微网络 | 603039 | 34.02 | 9.99% | 计算机 | 华为盘古、财税数字化、云办公 | AI应用+信创+半年报预增 | 0.19 |\n| 原尚股份 | 603813 | 31.15 | 9.99% | 交通运输 | 氢能源、燃料电池、粤港澳大湾区 | 摘帽+汽车物流+跨境电商+氢能源 | 0.58 |\n| 至信股份 | 603352 | 27.06 | 10.00% | 汽车 | 注册制次新股、长安汽车概念、西部大开发 | 汽车冲焊件+机器人+新能源+西部大开发 | 0.88 |\n| 大明电子 | 603376 | 26.46 | 10.02% | 汽车 | 注册制次新股、长安汽车概念、共同富裕示范区 | 汽车电子+赛力斯产业链+产能扩张 | 0.32 |\n| 恒尚节能 | 603137 | 26.21 | 9.99% | 建筑装饰 | 装配式建筑、建筑节能、新型城镇化 | 跨界存储+建筑幕墙+新签项目增长 | 0.42 |\n| 江淮汽车 | 600418 | 24.39 | 10.01% | 商用车 | DeepSeek概念、车联网(车路协同)、百度概念 | 尊界新品+回购+安徽国资 | 1.95 |\n| 美邦股份 | 605033 | 18.70 | 10.00% | 基础化工 | 乡村振兴、西部大开发、基础化工 | 农药+半年报增长+原药制剂一体化 | 0.34 |\n| 海阳科技 | 603382 | 18.60 | 9.99% | 基础化工 | 数字经济、工业互联网、绿色电力 | 尼龙6+涤纶工业丝+智能制造 | 0.44 |\n| 金徽酒 | 603919 | 16.89 | 10.03% | 食品饮料 | 白酒概念、啤酒概念、西部大开发 | 白酒+全国化扩张+产品升级 | 0.64 |\n| 联环药业 | 600513 | 16.76 | 9.97% | 医药生物 | 仿制药一致性评价、创新药、流感 | 创新药+国企改革+中报扭亏+原料药获批 | 0.58 |\n| <span class=\"oneword-soft\">◉利尔化学</span> | 002258 | 16.18 | 9.99% | 基础化工 | 草甘膦、国企改革、西部大开发 | 华润双鹤拟入主+草铵膦+精草铵膦+合成生物 | 0.94 |\n| 特  力Ａ | 000025 | 15.64 | 9.99% | 综合 | 物业管理、深圳国企改革、国企改革 | 黄金珠宝+物业租赁+深圳国资 | 0.51 |\n| 普联软件 | 300996 | 15.52 | 20.03% | 计算机 | 财税数字化、华为鲲鹏、ERP概念 | 明略科技入主+AI智能体+信创ERP | 0.25 |\n| 弘元绿能 | 603185 | 15.37 | 10.02% | 电力设备 | 硅能源、TOPCON电池、光伏概念 | 超薄硅片+光伏垂直一体化+TOPCon电池 | 1.06 |\n| 华光环能 | 600475 | 14.88 | 9.98% | 公用事业 | 垃圾分类、PPP概念、碳交易 | 微电网+算电协同+氢能+无锡国资 | 0.57 |\n| 文灿股份 | 603348 | 14.76 | 9.99% | 汽车 | 两轮车、一体化压铸、飞行汽车(eVTOL) | 一体化压铸+机器人概念+铝价下行 | 0.39 |\n| 浙江世宝 | 002703 | 14.61 | 10.02% | 汽车 | 长安汽车概念、小米汽车、无人驾驶 | 减持终止+线控转向+无人矿卡+小米汽车 | 0.93 |\n| 华建集团 | 600629 | 13.94 | 10.02% | 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 | 0.67 |\n| 西子洁能 | 002534 | 13.81 | 10.04% | 电力设备 | 大飞机、光伏概念、钙钛矿电池 | 算力+燃机余热锅炉+熔盐储能 | 0.70 |\n| 新芝生物 | 920685 | 13.65 | 30.00% | 机械设备 | 基因测序、专精特新、合成生物 |  | 0.03 |\n| 火星人 | 300894 | 11.80 | 20.04% | 家用电器 | 家用电器、创投、智能家居 | 人形机器人+AI智能厨电+集成厨电 | 0.19 |\n| 英联股份 | 002846 | 10.74 | 10.04% | 轻工制造 | 固态电池、锂电池概念、中俄贸易概念 | 罐头易开盖+复合集流体+固态电池+半年报预增 | 0.49 |\n| 苏州科达 | 603660 | 8.83 | 9.96% | 计算机 | 云办公、时空大数据、信创 | AI应用+低空经济+卫星数据应用 | 0.55 |\n| 双星新材 | 002585 | 8.66 | 10.04% | 塑料 | PET铜箔、OLED、柔性屏(折叠屏) | 半年报预增+MLCC离型膜+复合铜箔 | 0.23 |\n| 陆家嘴 | 600663 | 8.28 | 9.96% | 房地产 | 物业管理、参股券商、养老概念 | 半年报增长+房地产+参股券商+浦东国资 | 0.46 |\n| 中国宝安 | 000009 | 7.15 | 10.00% | 综合 | 石墨电极、动力电池回收、钠离子电池 | 股东增持+黄金概念+锂电池负极材料 | 1.11 |\n| 西安饮食 | 000721 | 6.81 | 10.02% | 休闲服务 | 预制菜、职业教育、国企改革 | 旅游餐饮+中华老字号+国企改革 | 0.45 |\n| 海南海药 | 000566 | 5.95 | 9.98% | 医药生物 | 猴痘概念、肝炎概念、民营医院 | 脑机接口+创新药+央企 | 0.23 |\n| 亿利达 | 002686 | 5.81 | 10.04% | 机械设备 | 军工、海工装备、阿里巴巴概念 | 控制权变更+数据中心+风机龙头 | 0.41 |\n| 南宁百货 | 600712 | 5.25 | 10.06% | 商业贸易 | 免税店、农村电商、乡村振兴 | 扭亏为盈+零售+国企改革 | 0.31 |\n| 海欣食品 | 002702 | 4.94 | 10.02% | 食品饮料 | 网红经济、预制菜、人造肉 | 预加工食品+山姆渠道+半年报减亏 | 0.27 |\n| 广电电气 | 601616 | 3.80 | 10.14% | 电力设备 | 智能电网、腾讯概念、充电桩 | 回购+电网设备+数据中心 | 0.30 |\n| <span class=\"oneword\">⚡神雾节能</span> | 000820 | 3.20 | 9.97% | 公用事业 | 金属铜、固废处理、储能 | 撤销退市风险警示+储能+再生铜 | 0.47 |\n| 香江控股 | 600162 | 2.89 | 9.89% | 房地产 | 物业管理、粤港澳大湾区、民营医院 | 算力+IDC+家居商贸+房地产 | 0.33 |\n\n## 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| 国企改革 | 13 | 高争民爆、利尔化学、亿利达、柳钢股份、南宁百货、海南海药、西安饮食、联环药业 |\n| 新能源汽车 | 12 | 明新旭腾、亿利达、双星新材、浙江世宝、英联股份、江淮汽车、中国宝安、大明电子 |\n| 专精特新 | 11 | 亿利达、新芝生物、联环药业、英联股份、弘元绿能、昊创瑞通、大明电子、纳百川 |\n| 西部大开发 | 9 | 高争民爆、利尔化学、柳钢股份、南宁百货、舍得酒业、美邦股份、西安饮食、至信股份 |\n| 储能 | 9 | 神雾节能、弘元绿能、中国宝安、纳百川、文灿股份、西子洁能、天溯计量、华光环能 |\n| 华为概念 | 8 | 传智教育、亿利达、双星新材、苏州科达、江淮汽车、纳百川、泛微网络、华光环能 |\n| 人工智能 | 8 | 普联软件、苏州科达、返利科技、学大教育、税友股份、华建集团、泛微网络、德明利 |\n| 比亚迪概念 | 7 | 明新旭腾、金龙羽、浙江世宝、中国宝安、大明电子、文灿股份、至信股份 |\n| 汽车 | 7 | 明新旭腾、浙江世宝、江淮汽车、大明电子、纳百川、文灿股份、至信股份 |\n| 粤港澳大湾区 | 7 | 金龙羽、香江控股、中国宝安、特  力Ａ、原尚股份、天溯计量、德明利 |\n\n## 板块归属（前一日 2026-07-29）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 | 18 |\n| 华为概念 | 14 |\n| 储能 | 14 |\n| 锂电池概念 | 14 |\n| 西部大开发 | 13 |\n| 食品饮料 | 13 |\n| 创投 | 13 |\n| 人工智能 | 12 |\n| 基础化工 | 11 |\n| 新能源汽车 | 11 |\n\n\n\n---\n\n## 指数行情与量能\n\n## 量能异动提示（主要指数成交额环比昨日）\n\n> 量能数据暂不可用。\n## 近 5 日成交额对比（主要指数并排）\n\n> 成交额数据暂不可用（需 Tushare 激活且含成交额字段）\n\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",
  "meta_by_name": {
    "板块跌幅排行": {
      "date": "2026-07-30",
      "source": "**板块范围**：概念板块（东财板块代码 BKxxxx）。<br>**数据源**：iwencai_mcp。<br>**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": "光刻机",
          "pct": -6.91
        },
        {
          "rank": 2,
          "name": "F5G概念",
          "pct": -6.73
        },
        {
          "rank": 3,
          "name": "中芯国际概念",
          "pct": -6.72
        },
        {
          "rank": 4,
          "name": "共封装光学(CPO)",
          "pct": -6.63
        },
        {
          "rank": 5,
          "name": "存储芯片",
          "pct": -6.62
        }
      ],
      "five_day": [
        {
          "rank": 1,
          "name": "科创次新股",
          "pct": -9.75
        },
        {
          "rank": 2,
          "name": "国家大基金持股",
          "pct": -8.75
        },
        {
          "rank": 3,
          "name": "存储芯片",
          "pct": -7.1
        },
        {
          "rank": 4,
          "name": "中芯国际概念",
          "pct": -6.57
        },
        {
          "rank": 5,
          "name": "先进封装",
          "pct": -6.05
        }
      ],
      "ten_day": [
        {
          "rank": 1,
          "name": "科创次新股",
          "pct": -13.85
        },
        {
          "rank": 2,
          "name": "存储芯片",
          "pct": -9.78
        },
        {
          "rank": 3,
          "name": "先进封装",
          "pct": -9.12
        },
        {
          "rank": 4,
          "name": "光刻机",
          "pct": -9.07
        },
        {
          "rank": 5,
          "name": "玻璃基板",
          "pct": -8.92
        }
      ]
    },
    "市场广度": {
      "date": "2026-07-30",
      "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": [
          "2026-07-23",
          "2026-07-24",
          "2026-07-27",
          "2026-07-28",
          "2026-07-29",
          "2026-07-30"
        ],
        "up_count": [
          50.0,
          20.0,
          85.0,
          13.0,
          63.0,
          32.0
        ],
        "down_count": [
          50.0,
          79.0,
          15.0,
          86.0,
          37.0,
          68.0
        ],
        "ratio": [
          1.0,
          0.25,
          5.67,
          0.15,
          1.7,
          0.47
        ]
      }
    },
    "成交额前10个股": {
      "date": "2026-07-30",
      "top_turnover": [
        {
          "rank": 1,
          "code": "300308",
          "name": "中际旭创",
          "amount": 59772684500.0,
          "pct": 4.399306,
          "turnover_rate": 6.249908,
          "price": 902.01
        },
        {
          "rank": 2,
          "code": "688825",
          "name": "长鑫科技",
          "amount": 44705534800.0,
          "pct": 2.080575,
          "turnover_rate": 19.116849,
          "price": 53.97
        },
        {
          "rank": 3,
          "code": "300502",
          "name": "新易盛",
          "amount": 36130725200.0,
          "pct": 6.7124760000000006,
          "turnover_rate": 7.679767,
          "price": 396.01
        },
        {
          "rank": 4,
          "code": "603986",
          "name": "兆易创新",
          "amount": 35483794600.0,
          "pct": 2.021019,
          "turnover_rate": 14.528804000000001,
          "price": 378.6
        },
        {
          "rank": 5,
          "code": "688256",
          "name": "寒武纪",
          "amount": 19917927300.0,
          "pct": 6.098250999999999,
          "turnover_rate": 3.001848,
          "price": 1106.0
        },
        {
          "rank": 6,
          "code": "300750",
          "name": "宁德时代",
          "amount": 18103459000.0,
          "pct": -1.637305,
          "turnover_rate": 1.061929,
          "price": 395.3
        },
        {
          "rank": 7,
          "code": "002384",
          "name": "东山精密",
          "amount": 17487070700.0,
          "pct": 5.982695,
          "turnover_rate": 7.6482850000000004,
          "price": 171.48
        },
        {
          "rank": 8,
          "code": "000636",
          "name": "风华高科",
          "amount": 13157270000.0,
          "pct": -2.277228,
          "turnover_rate": 23.107976999999998,
          "price": 49.35
        },
        {
          "rank": 9,
          "code": "000725",
          "name": "京东方A",
          "amount": 11990208100.0,
          "pct": 2.798507,
          "turnover_rate": 6.216844,
          "price": 5.51
        },
        {
          "rank": 10,
          "code": "688012",
          "name": "中微公司",
          "amount": 11903850000.0,
          "pct": -0.721501,
          "turnover_rate": 3.605267,
          "price": 344.0
        }
      ],
      "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。"
    },
    "涨跌停情绪": {
      "date": "2026-07-30",
      "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": [
          "2026-07-23",
          "2026-07-24",
          "2026-07-27",
          "2026-07-28",
          "2026-07-29",
          "2026-07-30"
        ],
        "limit_up": [
          1.0,
          0.0,
          4.0,
          0.0,
          1.0,
          1.0
        ],
        "limit_down": [
          0.0,
          0.0,
          0.0,
          9.0,
          2.0,
          8.0
        ],
        "ratio": [
          Infinity,
          0.0,
          Infinity,
          0.0,
          0.5,
          0.12
        ],
        "lianban_count": [
          15.0,
          17.0,
          9.0,
          19.0,
          12.0,
          11.0
        ],
        "market_height": [
          6.0,
          4.0,
          5.0,
          6.0,
          7.0,
          8.0
        ],
        "bomb_count": 20,
        "bomb_rate": 95.2
      }
    },
    "主力资金流向": {
      "date": "2026-07-30",
      "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）。<br>**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）。"
    },
    "板块涨幅排行": {
      "date": "2026-07-30",
      "source": "**板块范围**：概念板块（东财板块代码 BKxxxx）。<br>**数据源**：iwencai_mcp。<br>**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": "草甘膦",
          "pct": 1.98
        },
        {
          "rank": 2,
          "name": "白酒概念",
          "pct": 1.83
        },
        {
          "rank": 3,
          "name": "芬太尼",
          "pct": 1.36
        },
        {
          "rank": 4,
          "name": "可燃冰",
          "pct": 1.12
        },
        {
          "rank": 5,
          "name": "信托概念",
          "pct": 1.04
        },
        {
          "rank": 6,
          "name": "同花顺中特估100",
          "pct": 0.99
        },
        {
          "rank": 7,
          "name": "高股息精选",
          "pct": 0.93
        },
        {
          "rank": 8,
          "name": "化债概念(AMC概念)",
          "pct": 0.92
        },
        {
          "rank": 9,
          "name": "猪肉",
          "pct": 0.87
        },
        {
          "rank": 10,
          "name": "上海国企改革",
          "pct": 0.85
        }
      ],
      "five_day": [
        {
          "rank": 1,
          "name": "财税数字化",
          "pct": 13.74
        },
        {
          "rank": 2,
          "name": "AI视频",
          "pct": 13.68
        },
        {
          "rank": 3,
          "name": "乳业",
          "pct": 12.5
        },
        {
          "rank": 4,
          "name": "AI语料",
          "pct": 12.49
        },
        {
          "rank": 5,
          "name": "快手概念",
          "pct": 12.42
        },
        {
          "rank": 6,
          "name": "Web3.0",
          "pct": 12.3
        },
        {
          "rank": 7,
          "name": "DRG/DIP",
          "pct": 12.2
        },
        {
          "rank": 8,
          "name": "短剧游戏",
          "pct": 11.58
        },
        {
          "rank": 9,
          "name": "NFT概念",
          "pct": 11.57
        },
        {
          "rank": 10,
          "name": "智谱AI",
          "pct": 11.28
        }
      ],
      "ten_day": [
        {
          "rank": 1,
          "name": "兵装重组概念",
          "pct": 15.52
        },
        {
          "rank": 2,
          "name": "财税数字化",
          "pct": 11.4
        },
        {
          "rank": 3,
          "name": "跨境支付(CIPS)",
          "pct": 9.88
        },
        {
          "rank": 4,
          "name": "金属锌",
          "pct": 9.75
        },
        {
          "rank": 5,
          "name": "金属铅",
          "pct": 9.68
        },
        {
          "rank": 6,
          "name": "赛马概念",
          "pct": 9.27
        },
        {
          "rank": 7,
          "name": "ERP概念",
          "pct": 8.81
        },
        {
          "rank": 8,
          "name": "化债概念(AMC概念)",
          "pct": 8.73
        },
        {
          "rank": 9,
          "name": "快手概念",
          "pct": 8.7
        },
        {
          "rank": 10,
          "name": "移动支付",
          "pct": 8.54
        }
      ]
    },
    "人气榜": {
      "date": "2026-07-30",
      "em_popularity": [
        {
          "rank": 1,
          "code": "688825",
          "name": "C长鑫",
          "price": 53.97,
          "pct": 2.08,
          "rank_chg": 1,
          "sector": "电子-半导体-数字芯片设计"
        },
        {
          "rank": 2,
          "code": "001309",
          "name": "德明利",
          "price": 385.9,
          "pct": -1.06,
          "rank_chg": -1,
          "sector": "电子-半导体-数字芯片设计"
        },
        {
          "rank": 3,
          "code": "603986",
          "name": "兆易创新",
          "price": 378.6,
          "pct": 2.02,
          "rank_chg": 0,
          "sector": "电子-半导体-数字芯片设计"
        },
        {
          "rank": 4,
          "code": "300058",
          "name": "蓝色光标",
          "price": 14.35,
          "pct": 19.98,
          "rank_chg": 127,
          "sector": "传媒-文化传媒-广告营销"
        },
        {
          "rank": 5,
          "code": "600667",
          "name": "太极实业",
          "price": 17.23,
          "pct": 10.03,
          "rank_chg": 17,
          "sector": "建筑装饰-建筑装饰-工程咨询服务"
        },
        {
          "rank": 6,
          "code": "000636",
          "name": "风华高科",
          "price": 49.35,
          "pct": -2.28,
          "rank_chg": -1,
          "sector": "电子-元件-被动元件"
        },
        {
          "rank": 7,
          "code": "300308",
          "name": "中际旭创",
          "price": 902.01,
          "pct": 4.4,
          "rank_chg": -3,
          "sector": "通信-通信设备-通信网络设备及器件"
        },
        {
          "rank": 8,
          "code": "000938",
          "name": "紫光股份",
          "price": 34.89,
          "pct": 3.84,
          "rank_chg": -1,
          "sector": "计算机-IT服务-IT服务Ⅲ"
        },
        {
          "rank": 9,
          "code": "600584",
          "name": "长电科技",
          "price": 65.71,
          "pct": 1.86,
          "rank_chg": 1,
          "sector": "电子-半导体-集成电路封测"
        },
        {
          "rank": 10,
          "code": "002131",
          "name": "利欧股份",
          "price": 4.66,
          "pct": 9.91,
          "rank_chg": 27,
          "sector": "机械设备-通用设备-其他通用设备"
        }
      ],
      "ths_popularity": [
        {
          "rank": 1,
          "code": "688825",
          "name": "长鑫科技",
          "heat": "13319586",
          "pct": 2.0806,
          "rank_chg": 0,
          "concepts": [
            "新股与次新股",
            "融资融券"
          ],
          "tag": "持续上榜",
          "sector": "电子-半导体-数字芯片设计"
        },
        {
          "rank": 2,
          "code": "001309",
          "name": "德明利",
          "heat": "9954996",
          "pct": -1.0614,
          "rank_chg": 0,
          "concepts": [
            "存储芯片",
            "中芯国际概念"
          ],
          "tag": "持续上榜",
          "sector": "电子-半导体-数字芯片设计"
        },
        {
          "rank": 3,
          "code": "603986",
          "name": "兆易创新",
          "heat": "6591599",
          "pct": 2.021,
          "rank_chg": 0,
          "concepts": [
            "存储芯片",
            "汽车芯片"
          ],
          "tag": "",
          "sector": "电子-半导体-数字芯片设计"
        },
        {
          "rank": 4,
          "code": "300308",
          "name": "中际旭创",
          "heat": "5283288",
          "pct": 4.3993,
          "rank_chg": 0,
          "concepts": [
            "共封装光学(CPO)",
            "F5G概念"
          ],
          "tag": "",
          "sector": "通信-通信设备-通信网络设备及器件"
        },
        {
          "rank": 5,
          "code": "000636",
          "name": "风华高科",
          "heat": "4607683",
          "pct": -2.2772,
          "rank_chg": 0,
          "concepts": [
            "超级电容",
            "共封装光学(CPO)"
          ],
          "tag": "",
          "sector": "电子-元件-被动元件"
        },
        {
          "rank": 6,
          "code": "000938",
          "name": "紫光股份",
          "heat": "3237212",
          "pct": 3.8393,
          "rank_chg": 1,
          "concepts": [
            "WiFi 6",
            "算力租赁"
          ],
          "tag": "持续上榜",
          "sector": "计算机-IT服务-IT服务Ⅲ"
        },
        {
          "rank": 7,
          "code": "002384",
          "name": "东山精密",
          "heat": "3144911",
          "pct": 5.9827,
          "rank_chg": -1,
          "concepts": [
            "共封装光学(CPO)",
            "光纤概念"
          ],
          "tag": "",
          "sector": "电子-元件-印制电路板"
        },
        {
          "rank": 8,
          "code": "600667",
          "name": "太极实业",
          "heat": "2988791",
          "pct": 10.0255,
          "rank_chg": 1,
          "concepts": [
            "存储芯片",
            "先进封装"
          ],
          "tag": "首板涨停",
          "sector": "建筑装饰-建筑装饰-工程咨询服务"
        },
        {
          "rank": 9,
          "code": "600584",
          "name": "长电科技",
          "heat": "2900551",
          "pct": 1.8602,
          "rank_chg": -1,
          "concepts": [
            "国家大基金持股",
            "存储芯片"
          ],
          "tag": "",
          "sector": "电子-半导体-集成电路封测"
        },
        {
          "rank": 10,
          "code": "300058",
          "name": "蓝色光标",
          "heat": "2883261",
          "pct": 19.9833,
          "rank_chg": 1,
          "concepts": [
            "快手概念",
            "小红书概念"
          ],
          "tag": "首板涨停",
          "sector": "传媒-文化传媒-广告营销"
        }
      ],
      "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"
    },
    "强势股复盘": {
      "date": "2026-07-30",
      "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": "003032",
          "name": "传智教育",
          "sector": "深主板",
          "industry": "社会服务",
          "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",
            "社会服务",
            "教育",
            "教育Ⅲ"
          ],
          "gain_pct": 46.44,
          "latest_pct": 10.03,
          "reason_tags": "AI教育+具身智能+中报扭亏",
          "reason": "",
          "news_titles": [
            "3分钟直线涨停！003032，5连板",
            "1分钟直线涨停！003032，四连板",
            "1分钟，直线拉涨停！003032，实现四连板",
            "传智教育(003032)龙虎榜数据(07-30)",
            "“AI+软件”获力挺！003032，4连板，AI应用端持续活跃"
          ]
        },
        {
          "rank": 2,
          "code": "605068",
          "name": "明新旭腾",
          "sector": "沪主板",
          "industry": "汽车",
          "concepts": [
            "新能源汽车",
            "比亚迪概念",
            "华为汽车",
            "长安汽车概念",
            "机器人概念",
            "人形机器人",
            "汽车",
            "汽车零部件",
            "车身附件及饰件"
          ],
          "gain_pct": 46.44,
          "latest_pct": 9.99,
          "reason_tags": "人形机器人+电子皮肤+减持终止+汽车内饰",
          "reason": "",
          "news_titles": [
            "605068，连续4天涨停，公司紧急提示",
            "明新旭腾(605068)龙虎榜数据(07-30)",
            "605068，3连板！人形机器人概念活跃",
            "明新旭腾(605068)龙虎榜数据(07-28)",
            "股价跌破1元！688496公告：可能触及强制退市；连续4天涨停 605068提示风险；长飞光纤拟以1200万欧元收购长飞上海25%股权｜公告精选"
          ]
        },
        {
          "rank": 3,
          "code": "603221",
          "name": "爱丽家居",
          "sector": "沪主板",
          "industry": "轻工制造",
          "concepts": [
            "人民币贬值受益",
            "轻工制造",
            "家居用品",
            "瓷砖地板"
          ],
          "gain_pct": 46.36,
          "latest_pct": 9.98,
          "reason_tags": "拟收购欧康诺+存储测试设备+PVC弹性地板",
          "reason": "",
          "news_titles": [
            "揭秘涨停 | 603221，走出8连板",
            "603221，9连板！昨晚公告称如股价进一步异常上涨，可能申请停牌核查",
            "“一”字涨停！603221，七连板",
            "爱丽家居(603221)龙虎榜数据(07-30)",
            "跨界收购存储测试企业！603221狂收8连板 频发风险提示"
          ]
        },
        {
          "rank": 4,
          "code": "300996",
          "name": "普联软件",
          "sector": "创业板",
          "industry": "计算机",
          "concepts": [
            "财税数字化",
            "华为鲲鹏",
            "ERP概念",
            "智慧政务",
            "跨境支付(CIPS)",
            "信创",
            "AI语料",
            "AI应用",
            "数据要素",
            "区块链",
            "AIGC概念",
            "AI智能体",
            "网络安全",
            "数字经济",
            "互联网金融",
            "人工智能",
            "小米概念",
            "计算机",
            "软件开发",
            "垂直应用软件"
          ],
          "gain_pct": 36.74,
          "latest_pct": 20.03,
          "reason_tags": "明略科技入主+AI智能体+信创ERP",
          "reason": "",
          "news_titles": [
            "普联软件(300996)龙虎榜数据(07-31)",
            "普联软件(300996)龙虎榜数据(07-30)",
            "300615、300996，筹划控制权变更，停牌！",
            "300996、300615、002828同日披露筹划控制权变更事宜 下周一起停牌",
            "中证转债指数收涨0.71%，247只可转债收涨"
          ]
        },
        {
          "rank": 5,
          "code": "002667",
          "name": "*ST威领",
          "sector": "深主板",
          "industry": "有色金属",
          "concepts": [
            "金属铅",
            "金属锌",
            "垃圾分类",
            "小金属概念",
            "磷化工",
            "储能",
            "锂电池概念",
            "有色金属",
            "能源金属",
            "锂",
            "锂矿/锂盐"
          ],
          "gain_pct": 35.65,
          "latest_pct": 10.05,
          "reason_tags": "钨锡铅锌矿+碳酸锂+ST板块",
          "reason": "",
          "news_titles": [
            "*ST威领(002667)龙虎榜数据(07-31)",
            "*ST威领(002667)龙虎榜数据(07-29)",
            "*ST威领(002667)龙虎榜数据(07-24)",
            "*ST威领(002667.SZ)：董事长谌俊宇、董事李佳黎因个人原因辞职，提名何凯、尹贤、朱晓军为董事候选人",
            "机械设备行业今日净流出资金53.56亿元，华工科技等16股净流出资金超亿元"
          ]
        },
        {
          "rank": 6,
          "code": "605179",
          "name": "一鸣食品",
          "sector": "沪主板",
          "industry": "食品饮料",
          "concepts": [
            "乳业",
            "三胎概念",
            "冷链物流",
            "乡村振兴",
            "共同富裕示范区",
            "长三角一体化",
            "食品饮料",
            "饮料制造",
            "乳品"
          ],
          "gain_pct": 35.46,
          "latest_pct": 9.99,
          "reason_tags": "原奶周期+乳业+业绩增长",
          "reason": "",
          "news_titles": [
            "逆市拉升！605179，一分钟涨停！",
            "一鸣食品(605179)龙虎榜数据(07-29)",
            "一鸣食品(605179)龙虎榜数据(07-20)",
            "一鸣食品(605179.SH)：选举蒋明统为职工代表董事",
            "一鸣食品提示风险：3日累涨超20% 市盈率、市净率高于行业均值"
          ]
        },
        {
          "rank": 7,
          "code": "300894",
          "name": "火星人",
          "sector": "创业板",
          "industry": "家用电器",
          "concepts": [
            "家用电器",
            "创投",
            "智能家居",
            "机器人概念",
            "人形机器人",
            "厨卫电器",
            "厨卫电器Ⅲ"
          ],
          "gain_pct": 33.18,
          "latest_pct": 20.04,
          "reason_tags": "人形机器人+AI智能厨电+集成厨电",
          "reason": "",
          "news_titles": [
            "火星人(300894)龙虎榜数据(07-30)",
            "中证转债指数收跌0.45%，102只可转债收涨",
            "深股通现身20只个股龙虎榜",
            "营业部最青睐个股曝光 4股净买入超亿元",
            "今日70只个股突破半年线"
          ]
        },
        {
          "rank": 8,
          "code": "002827",
          "name": "高争民爆",
          "sector": "深主板",
          "industry": "基础化工",
          "concepts": [
            "民爆概念",
            "雅下水电概念",
            "西部大开发",
            "国企改革",
            "芯片概念",
            "基础化工",
            "化学制品",
            "民爆用品",
            "民爆"
          ],
          "gain_pct": 31.15,
          "latest_pct": 10.0,
          "reason_tags": "控股股东拟变更+矿山投资开发+民爆+西藏国资",
          "reason": "",
          "news_titles": [
            "高争民爆(002827)龙虎榜数据(07-30)",
            "高争民爆：控股股东拟变更为地矿集团",
            "高争民爆：拟变更控股股东",
            "高争民爆：筹划股权无偿划转 公司控股股东或发生变更",
            "高争民爆：相关方筹划无偿划转控股股东所持股权事项 控股股东或变更"
          ]
        },
        {
          "rank": 9,
          "code": "605388",
          "name": "均瑶健康",
          "sector": "沪主板",
          "industry": "食品饮料",
          "concepts": [
            "幽门螺杆菌概念",
            "乳业",
            "跨境电商",
            "三胎概念",
            "白酒概念",
            "食品饮料",
            "饮料制造",
            "软饮料",
            "含乳饮料",
            "乳品"
          ],
          "gain_pct": 31.05,
          "latest_pct": 10.07,
          "reason_tags": "益生菌+大消费",
          "reason": "",
          "news_titles": [
            "均瑶健康(605388)龙虎榜数据(07-30)",
            "均瑶健康(605388)龙虎榜数据(07-29)",
            "海南海药7天4板，草甘膦涨幅居前丨强势个股",
            "营业部最青睐个股曝光 4股净买入超亿元",
            "均瑶健康涨停，上榜营业部合计净买入1798.07万元"
          ]
        },
        {
          "rank": 10,
          "code": "600228",
          "name": "返利科技",
          "sector": "沪主板",
          "industry": "传媒",
          "concepts": [
            "人工智能",
            "DeepSeek概念",
            "苹果概念",
            "小米概念",
            "AI智能体",
            "小红书概念",
            "抖音概念(字节概念)",
            "拼多多概念",
            "百度概念",
            "跨境电商",
            "摘帽",
            "AI应用",
            "传媒",
            "文化传媒",
            "数字媒体",
            "Kimi"
          ],
          "gain_pct": 28.82,
          "latest_pct": 10.06,
          "reason_tags": "控制权变更+AI应用+在线导购",
          "reason": "",
          "news_titles": [
            "返利科技(600228)龙虎榜数据(07-30)",
            "返利科技(600228)龙虎榜数据(07-29)",
            "返利科技(600228.SH)：完成工商变更登记，注册资本变更为41667.2427万元",
            "600228，盘中“天地板”",
            "600228 “摘帽”后迎新主"
          ]
        }
      ],
      "ten_day": [
        {
          "rank": 1,
          "code": "603221",
          "name": "爱丽家居",
          "sector": "沪主板",
          "industry": "轻工制造",
          "concepts": [
            "人民币贬值受益",
            "轻工制造",
            "家居用品",
            "瓷砖地板"
          ],
          "gain_pct": 98.74,
          "latest_pct": 9.98,
          "reason_tags": "拟收购欧康诺+存储测试设备+PVC弹性地板",
          "reason": "",
          "news_titles": [
            "揭秘涨停 | 603221，走出8连板",
            "603221，9连板！昨晚公告称如股价进一步异常上涨，可能申请停牌核查",
            "“一”字涨停！603221，七连板",
            "爱丽家居(603221)龙虎榜数据(07-30)",
            "跨界收购存储测试企业！603221狂收8连板 频发风险提示"
          ]
        },
        {
          "rank": 2,
          "code": "003032",
          "name": "传智教育",
          "sector": "深主板",
          "industry": "社会服务",
          "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",
            "社会服务",
            "教育",
            "教育Ⅲ"
          ],
          "gain_pct": 43.29,
          "latest_pct": 10.03,
          "reason_tags": "AI教育+具身智能+中报扭亏",
          "reason": "",
          "news_titles": [
            "3分钟直线涨停！003032，5连板",
            "1分钟直线涨停！003032，四连板",
            "1分钟，直线拉涨停！003032，实现四连板",
            "传智教育(003032)龙虎榜数据(07-30)",
            "“AI+软件”获力挺！003032，4连板，AI应用端持续活跃"
          ]
        },
        {
          "rank": 3,
          "code": "605068",
          "name": "明新旭腾",
          "sector": "沪主板",
          "industry": "汽车",
          "concepts": [
            "新能源汽车",
            "比亚迪概念",
            "华为汽车",
            "长安汽车概念",
            "机器人概念",
            "人形机器人",
            "汽车",
            "汽车零部件",
            "车身附件及饰件"
          ],
          "gain_pct": 41.51,
          "latest_pct": 9.99,
          "reason_tags": "人形机器人+电子皮肤+减持终止+汽车内饰",
          "reason": "",
          "news_titles": [
            "605068，连续4天涨停，公司紧急提示",
            "明新旭腾(605068)龙虎榜数据(07-30)",
            "605068，3连板！人形机器人概念活跃",
            "明新旭腾(605068)龙虎榜数据(07-28)",
            "股价跌破1元！688496公告：可能触及强制退市；连续4天涨停 605068提示风险；长飞光纤拟以1200万欧元收购长飞上海25%股权｜公告精选"
          ]
        },
        {
          "rank": 4,
          "code": "000526",
          "name": "学大教育",
          "sector": "深主板",
          "industry": "社会服务",
          "concepts": [
            "在线教育",
            "职业教育",
            "体育产业",
            "人工智能",
            "DeepSeek概念",
            "福建自贸区",
            "海峡两岸",
            "民营医院",
            "低空经济",
            "社会服务",
            "教育",
            "教育Ⅲ",
            "福建本地股"
          ],
          "gain_pct": 37.09,
          "latest_pct": 9.99,
          "reason_tags": "AI教育+个性化教育+回购",
          "reason": "",
          "news_titles": [
            "学大教育(000526)龙虎榜数据(07-22)",
            "51只股上午收盘涨停(附股)",
            "涨停股复盘：9股封单超亿元",
            "2.92亿元资金今日流入社会服务股",
            "今日61只个股突破半年线"
          ]
        },
        {
          "rank": 5,
          "code": "300996",
          "name": "普联软件",
          "sector": "创业板",
          "industry": "计算机",
          "concepts": [
            "财税数字化",
            "华为鲲鹏",
            "ERP概念",
            "智慧政务",
            "跨境支付(CIPS)",
            "信创",
            "AI语料",
            "AI应用",
            "数据要素",
            "区块链",
            "AIGC概念",
            "AI智能体",
            "网络安全",
            "数字经济",
            "互联网金融",
            "人工智能",
            "小米概念",
            "计算机",
            "软件开发",
            "垂直应用软件"
          ],
          "gain_pct": 36.62,
          "latest_pct": 20.03,
          "reason_tags": "明略科技入主+AI智能体+信创ERP",
          "reason": "",
          "news_titles": [
            "普联软件(300996)龙虎榜数据(07-31)",
            "普联软件(300996)龙虎榜数据(07-30)",
            "300615、300996，筹划控制权变更，停牌！",
            "300996、300615、002828同日披露筹划控制权变更事宜 下周一起停牌",
            "中证转债指数收涨0.71%，247只可转债收涨"
          ]
        },
        {
          "rank": 6,
          "code": "002667",
          "name": "*ST威领",
          "sector": "深主板",
          "industry": "有色金属",
          "concepts": [
            "金属铅",
            "金属锌",
            "垃圾分类",
            "小金属概念",
            "磷化工",
            "储能",
            "锂电池概念",
            "有色金属",
            "能源金属",
            "锂",
            "锂矿/锂盐"
          ],
          "gain_pct": 32.43,
          "latest_pct": 10.05,
          "reason_tags": "钨锡铅锌矿+碳酸锂+ST板块",
          "reason": "",
          "news_titles": [
            "*ST威领(002667)龙虎榜数据(07-31)",
            "*ST威领(002667)龙虎榜数据(07-29)",
            "*ST威领(002667)龙虎榜数据(07-24)",
            "*ST威领(002667.SZ)：董事长谌俊宇、董事李佳黎因个人原因辞职，提名何凯、尹贤、朱晓军为董事候选人",
            "机械设备行业今日净流出资金53.56亿元，华工科技等16股净流出资金超亿元"
          ]
        },
        {
          "rank": 7,
          "code": "002882",
          "name": "金龙羽",
          "sector": "深主板",
          "industry": "电力设备",
          "concepts": [
            "锂电池概念",
            "固态电池",
            "无人机",
            "核电",
            "粤港澳大湾区",
            "比亚迪概念",
            "电力设备",
            "电网设备",
            "线缆部件及其他",
            "硅基负极",
            "正极材料"
          ],
          "gain_pct": 28.38,
          "latest_pct": 10.03,
          "reason_tags": "固态电池+电线电缆+比亚迪产业链",
          "reason": "",
          "news_titles": [
            "金龙羽(002882)龙虎榜数据(07-30)",
            "2连板金龙羽：固态电池及其关键材料项目目前处于量产线建设期 暂未形成长期稳定收入",
            "固态电池故事还在“建设期”，24亿元投资超期末净资产，金龙羽股价异动年内跌近三成",
            "51只股上午收盘涨停(附股)",
            "涨停股复盘：9股封单超亿元"
          ]
        },
        {
          "rank": 8,
          "code": "002827",
          "name": "高争民爆",
          "sector": "深主板",
          "industry": "基础化工",
          "concepts": [
            "民爆概念",
            "雅下水电概念",
            "西部大开发",
            "国企改革",
            "芯片概念",
            "基础化工",
            "化学制品",
            "民爆用品",
            "民爆"
          ],
          "gain_pct": 25.95,
          "latest_pct": 10.0,
          "reason_tags": "控股股东拟变更+矿山投资开发+民爆+西藏国资",
          "reason": "",
          "news_titles": [
            "高争民爆(002827)龙虎榜数据(07-30)",
            "高争民爆：控股股东拟变更为地矿集团",
            "高争民爆：拟变更控股股东",
            "高争民爆：筹划股权无偿划转 公司控股股东或发生变更",
            "高争民爆：相关方筹划无偿划转控股股东所持股权事项 控股股东或变更"
          ]
        },
        {
          "rank": 9,
          "code": "002258",
          "name": "利尔化学",
          "sector": "深主板",
          "industry": "基础化工",
          "concepts": [
            "草甘膦",
            "国企改革",
            "西部大开发",
            "股权转让(并购重组)",
            "合成生物",
            "基础化工",
            "农化制品",
            "农药"
          ],
          "gain_pct": 25.72,
          "latest_pct": 9.99,
          "reason_tags": "华润双鹤拟入主+草铵膦+精草铵膦+合成生物",
          "reason": "",
          "news_titles": [
            "直线拉涨停！002258，华润系拟入主",
            "重大资产重组！行业龙头002258，封涨停",
            "利尔化学(002258)龙虎榜数据(07-30)",
            "华润医药：附属公司华润双鹤拟56.56亿元收购利尔化学23.5%股权",
            "华润双鹤：拟56.56亿元现金收购利尔化学23.5%股份"
          ]
        },
        {
          "rank": 10,
          "code": "300894",
          "name": "火星人",
          "sector": "创业板",
          "industry": "家用电器",
          "concepts": [
            "家用电器",
            "创投",
            "智能家居",
            "机器人概念",
            "人形机器人",
            "厨卫电器",
            "厨卫电器Ⅲ"
          ],
          "gain_pct": 21.9,
          "latest_pct": 20.04,
          "reason_tags": "人形机器人+AI智能厨电+集成厨电",
          "reason": "",
          "news_titles": [
            "火星人(300894)龙虎榜数据(07-30)",
            "中证转债指数收跌0.45%，102只可转债收涨",
            "深股通现身20只个股龙虎榜",
            "营业部最青睐个股曝光 4股净买入超亿元",
            "今日70只个股突破半年线"
          ]
        }
      ],
      "five_day_theme": [
        {
          "theme": "机器人",
          "count": 3,
          "reps": [
            "传智教育",
            "明新旭腾",
            "火星人"
          ]
        },
        {
          "theme": "AI算力",
          "count": 3,
          "reps": [
            "传智教育",
            "普联软件",
            "返利科技"
          ]
        },
        {
          "theme": "消费",
          "count": 3,
          "reps": [
            "一鸣食品",
            "火星人",
            "均瑶健康"
          ]
        },
        {
          "theme": "传媒",
          "count": 2,
          "reps": [
            "传智教育",
            "返利科技"
          ]
        },
        {
          "theme": "摘帽",
          "count": 2,
          "reps": [
            "传智教育",
            "返利科技"
          ]
        },
        {
          "theme": "地产链",
          "count": 2,
          "reps": [
            "爱丽家居",
            "火星人"
          ]
        },
        {
          "theme": "小米概念",
          "count": 2,
          "reps": [
            "普联软件",
            "返利科技"
          ]
        },
        {
          "theme": "化工",
          "count": 2,
          "reps": [
            "*ST威领",
            "高争民爆"
          ]
        },
        {
          "theme": "乳业",
          "count": 2,
          "reps": [
            "一鸣食品",
            "均瑶健康"
          ]
        },
        {
          "theme": "三胎概念",
          "count": 2,
          "reps": [
            "一鸣食品",
            "均瑶健康"
          ]
        },
        {
          "theme": "饮料制造",
          "count": 2,
          "reps": [
            "一鸣食品",
            "均瑶健康"
          ]
        },
        {
          "theme": "乳品",
          "count": 2,
          "reps": [
            "一鸣食品",
            "均瑶健康"
          ]
        },
        {
          "theme": "跨境电商",
          "count": 2,
          "reps": [
            "均瑶健康",
            "返利科技"
          ]
        },
        {
          "theme": "华为概念",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "职业教育",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "鸿蒙概念",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "在线教育",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "阿里巴巴概念",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "社会服务",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "教育",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "教育Ⅲ",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "汽车",
          "count": 1,
          "reps": [
            "明新旭腾"
          ]
        },
        {
          "theme": "车身附件及饰件",
          "count": 1,
          "reps": [
            "明新旭腾"
          ]
        },
        {
          "theme": "人民币贬值受益",
          "count": 1,
          "reps": [
            "爱丽家居"
          ]
        },
        {
          "theme": "轻工制造",
          "count": 1,
          "reps": [
            "爱丽家居"
          ]
        },
        {
          "theme": "瓷砖地板",
          "count": 1,
          "reps": [
            "爱丽家居"
          ]
        },
        {
          "theme": "财税数字化",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "华为鲲鹏",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "ERP概念",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "智慧政务",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "跨境支付(CIPS)",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "数据要素",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "区块链",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "网络安全",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "数字经济",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "金融",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "计算机",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "软件开发",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "垂直应用软件",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "有色资源",
          "count": 1,
          "reps": [
            "*ST威领"
          ]
        },
        {
          "theme": "垃圾分类",
          "count": 1,
          "reps": [
            "*ST威领"
          ]
        },
        {
          "theme": "储能锂电",
          "count": 1,
          "reps": [
            "*ST威领"
          ]
        },
        {
          "theme": "锂",
          "count": 1,
          "reps": [
            "*ST威领"
          ]
        },
        {
          "theme": "冷链物流",
          "count": 1,
          "reps": [
            "一鸣食品"
          ]
        },
        {
          "theme": "乡村振兴",
          "count": 1,
          "reps": [
            "一鸣食品"
          ]
        },
        {
          "theme": "共同富裕示范区",
          "count": 1,
          "reps": [
            "一鸣食品"
          ]
        },
        {
          "theme": "长三角一体化",
          "count": 1,
          "reps": [
            "一鸣食品"
          ]
        },
        {
          "theme": "创投",
          "count": 1,
          "reps": [
            "火星人"
          ]
        },
        {
          "theme": "厨卫电器",
          "count": 1,
          "reps": [
            "火星人"
          ]
        },
        {
          "theme": "厨卫电器Ⅲ",
          "count": 1,
          "reps": [
            "火星人"
          ]
        },
        {
          "theme": "电力",
          "count": 1,
          "reps": [
            "高争民爆"
          ]
        },
        {
          "theme": "西部大开发",
          "count": 1,
          "reps": [
            "高争民爆"
          ]
        },
        {
          "theme": "国企改",
          "count": 1,
          "reps": [
            "高争民爆"
          ]
        },
        {
          "theme": "半导体",
          "count": 1,
          "reps": [
            "高争民爆"
          ]
        },
        {
          "theme": "幽门螺杆菌概念",
          "count": 1,
          "reps": [
            "均瑶健康"
          ]
        },
        {
          "theme": "软饮料",
          "count": 1,
          "reps": [
            "均瑶健康"
          ]
        },
        {
          "theme": "含乳饮料",
          "count": 1,
          "reps": [
            "均瑶健康"
          ]
        },
        {
          "theme": "DeepSeek概念",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "苹果概念",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "小红书概念",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "拼多多概念",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "百度概念",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "数字媒体",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "Kimi",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        }
      ],
      "ten_day_theme": [
        {
          "theme": "机器人",
          "count": 3,
          "reps": [
            "传智教育",
            "明新旭腾",
            "火星人"
          ]
        },
        {
          "theme": "AI算力",
          "count": 3,
          "reps": [
            "传智教育",
            "学大教育",
            "普联软件"
          ]
        },
        {
          "theme": "化工",
          "count": 3,
          "reps": [
            "*ST威领",
            "高争民爆",
            "利尔化学"
          ]
        },
        {
          "theme": "地产链",
          "count": 2,
          "reps": [
            "爱丽家居",
            "火星人"
          ]
        },
        {
          "theme": "职业教育",
          "count": 2,
          "reps": [
            "传智教育",
            "学大教育"
          ]
        },
        {
          "theme": "在线教育",
          "count": 2,
          "reps": [
            "传智教育",
            "学大教育"
          ]
        },
        {
          "theme": "社会服务",
          "count": 2,
          "reps": [
            "传智教育",
            "学大教育"
          ]
        },
        {
          "theme": "教育",
          "count": 2,
          "reps": [
            "传智教育",
            "学大教育"
          ]
        },
        {
          "theme": "教育Ⅲ",
          "count": 2,
          "reps": [
            "传智教育",
            "学大教育"
          ]
        },
        {
          "theme": "汽车",
          "count": 2,
          "reps": [
            "明新旭腾",
            "金龙羽"
          ]
        },
        {
          "theme": "储能锂电",
          "count": 2,
          "reps": [
            "*ST威领",
            "金龙羽"
          ]
        },
        {
          "theme": "电力",
          "count": 2,
          "reps": [
            "金龙羽",
            "高争民爆"
          ]
        },
        {
          "theme": "西部大开发",
          "count": 2,
          "reps": [
            "高争民爆",
            "利尔化学"
          ]
        },
        {
          "theme": "国企改",
          "count": 2,
          "reps": [
            "高争民爆",
            "利尔化学"
          ]
        },
        {
          "theme": "人民币贬值受益",
          "count": 1,
          "reps": [
            "爱丽家居"
          ]
        },
        {
          "theme": "轻工制造",
          "count": 1,
          "reps": [
            "爱丽家居"
          ]
        },
        {
          "theme": "瓷砖地板",
          "count": 1,
          "reps": [
            "爱丽家居"
          ]
        },
        {
          "theme": "华为概念",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "鸿蒙概念",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "阿里巴巴概念",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "传媒",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "摘帽",
          "count": 1,
          "reps": [
            "传智教育"
          ]
        },
        {
          "theme": "车身附件及饰件",
          "count": 1,
          "reps": [
            "明新旭腾"
          ]
        },
        {
          "theme": "体育产业",
          "count": 1,
          "reps": [
            "学大教育"
          ]
        },
        {
          "theme": "DeepSeek概念",
          "count": 1,
          "reps": [
            "学大教育"
          ]
        },
        {
          "theme": "福建自贸区",
          "count": 1,
          "reps": [
            "学大教育"
          ]
        },
        {
          "theme": "海峡两岸",
          "count": 1,
          "reps": [
            "学大教育"
          ]
        },
        {
          "theme": "民营医院",
          "count": 1,
          "reps": [
            "学大教育"
          ]
        },
        {
          "theme": "低空经济",
          "count": 1,
          "reps": [
            "学大教育"
          ]
        },
        {
          "theme": "福建本地股",
          "count": 1,
          "reps": [
            "学大教育"
          ]
        },
        {
          "theme": "财税数字化",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "华为鲲鹏",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "ERP概念",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "智慧政务",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "跨境支付(CIPS)",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "数据要素",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "区块链",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "网络安全",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "数字经济",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "金融",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "小米概念",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "计算机",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "软件开发",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "垂直应用软件",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "有色资源",
          "count": 1,
          "reps": [
            "*ST威领"
          ]
        },
        {
          "theme": "垃圾分类",
          "count": 1,
          "reps": [
            "*ST威领"
          ]
        },
        {
          "theme": "锂",
          "count": 1,
          "reps": [
            "*ST威领"
          ]
        },
        {
          "theme": "军工",
          "count": 1,
          "reps": [
            "金龙羽"
          ]
        },
        {
          "theme": "粤港澳大湾区",
          "count": 1,
          "reps": [
            "金龙羽"
          ]
        },
        {
          "theme": "线缆部件及其他",
          "count": 1,
          "reps": [
            "金龙羽"
          ]
        },
        {
          "theme": "硅基负极",
          "count": 1,
          "reps": [
            "金龙羽"
          ]
        },
        {
          "theme": "半导体",
          "count": 1,
          "reps": [
            "高争民爆"
          ]
        },
        {
          "theme": "草甘膦",
          "count": 1,
          "reps": [
            "利尔化学"
          ]
        },
        {
          "theme": "股权转让(并购重组)",
          "count": 1,
          "reps": [
            "利尔化学"
          ]
        },
        {
          "theme": "合成生物",
          "count": 1,
          "reps": [
            "利尔化学"
          ]
        },
        {
          "theme": "消费",
          "count": 1,
          "reps": [
            "火星人"
          ]
        },
        {
          "theme": "创投",
          "count": 1,
          "reps": [
            "火星人"
          ]
        },
        {
          "theme": "厨卫电器",
          "count": 1,
          "reps": [
            "火星人"
          ]
        },
        {
          "theme": "厨卫电器Ⅲ",
          "count": 1,
          "reps": [
            "火星人"
          ]
        }
      ]
    },
    "涨停板复盘": {
      "date": "2026-07-30",
      "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。",
      "board": [
        {
          "code": "002827",
          "name": "高争民爆",
          "price": 31.45,
          "pct": 10.0,
          "amount": 52276190,
          "float_cap": 8680159901.25,
          "turnover": 0.6,
          "limit_days": 2,
          "first_seal": "09:25:00",
          "last_seal": "09:25:00",
          "seal_fund": 247369975,
          "break_times": 0,
          "industry": "基础化工",
          "zt_stat": "2天2板",
          "reason": "控股股东拟变更+矿山投资开发+民爆+西藏国资",
          "high_days": "2天2板",
          "board_type": "一字板",
          "seal_rate": 0.0
        },
        {
          "code": "002258",
          "name": "利尔化学",
          "price": 16.18,
          "pct": 9.99,
          "amount": 593390688,
          "float_cap": 12930222649.1,
          "turnover": 4.61,
          "limit_days": 1,
          "first_seal": "09:25:00",
          "last_seal": "09:55:45",
          "seal_fund": 93644646,
          "break_times": 2,
          "industry": "基础化工",
          "zt_stat": "1天1板",
          "reason": "华润双鹤拟入主+草铵膦+精草铵膦+合成生物",
          "high_days": "首板",
          "board_type": "T字板",
          "seal_rate": 1.0
        },
        {
          "code": "000820",
          "name": "神雾节能",
          "price": 3.2,
          "pct": 9.97,
          "amount": 2152960,
          "float_cap": 950294006.4000001,
          "turnover": 0.23,
          "limit_days": 1,
          "first_seal": "09:25:00",
          "last_seal": "09:25:00",
          "seal_fund": 46992640,
          "break_times": 0,
          "industry": "公用事业",
          "zt_stat": "1天1板",
          "reason": "撤销退市风险警示+储能+再生铜",
          "high_days": "首板",
          "board_type": "一字板",
          "seal_rate": 0.6774193548387096
        },
        {
          "code": "605179",
          "name": "一鸣食品",
          "price": 17.61,
          "pct": 9.99,
          "amount": 49035045,
          "float_cap": 7061610000.0,
          "turnover": 0.69,
          "limit_days": 3,
          "first_seal": "09:25:01",
          "last_seal": "09:25:01",
          "seal_fund": 159020061,
          "break_times": 0,
          "industry": "食品饮料",
          "zt_stat": "3天3板",
          "reason": "原奶周期+乳业+业绩增长",
          "high_days": "3天3板",
          "board_type": "一字板",
          "seal_rate": 0.5
        },
        {
          "code": "603221",
          "name": "爱丽家居",
          "price": 20.49,
          "pct": 9.98,
          "amount": 67861876,
          "float_cap": 4964112300.0,
          "turnover": 1.37,
          "limit_days": 8,
          "first_seal": "09:25:03",
          "last_seal": "09:25:03",
          "seal_fund": 307037507,
          "break_times": 0,
          "industry": "轻工制造",
          "zt_stat": "8天8板",
          "reason": "拟收购欧康诺+存储测试设备+PVC弹性地板",
          "high_days": "8天8板",
          "board_type": "一字板",
          "seal_rate": 0.5714285714285714
        },
        {
          "code": "605068",
          "name": "明新旭腾",
          "price": 20.59,
          "pct": 9.99,
          "amount": 122509990,
          "float_cap": 3339667012.05,
          "turnover": 3.67,
          "limit_days": 4,
          "first_seal": "09:30:06",
          "last_seal": "09:30:15",
          "seal_fund": 44192317,
          "break_times": 1,
          "industry": "汽车",
          "zt_stat": "4天4板",
          "reason": "人形机器人+电子皮肤+减持终止+汽车内饰",
          "high_days": "4天4板",
          "board_type": "T字板",
          "seal_rate": 0.6666666666666666
        },
        {
          "code": "003032",
          "name": "传智教育",
          "price": 8.01,
          "pct": 10.03,
          "amount": 197229902,
          "float_cap": 2278697680.08,
          "turnover": 8.8,
          "limit_days": 4,
          "first_seal": "09:30:09",
          "last_seal": "09:30:09",
          "seal_fund": 108070920,
          "break_times": 0,
          "industry": "传媒",
          "zt_stat": "4天4板",
          "reason": "AI教育+具身智能+中报扭亏",
          "high_days": "4天4板",
          "board_type": "换手板",
          "seal_rate": 0.6
        },
        {
          "code": "002882",
          "name": "金龙羽",
          "price": 21.62,
          "pct": 10.03,
          "amount": 331261472,
          "float_cap": 5335438731.0,
          "turnover": 6.29,
          "limit_days": 2,
          "first_seal": "09:30:18",
          "last_seal": "09:41:00",
          "seal_fund": 55688796,
          "break_times": 1,
          "industry": "电力设备",
          "zt_stat": "2天2板",
          "reason": "固态电池+电线电缆+比亚迪产业链",
          "high_days": "2天2板",
          "board_type": "换手板",
          "seal_rate": 0.75
        },
        {
          "code": "002686",
          "name": "亿利达",
          "price": 5.81,
          "pct": 10.04,
          "amount": 118797584,
          "float_cap": 3037054664.98,
          "turnover": 3.95,
          "limit_days": 1,
          "first_seal": "09:30:30",
          "last_seal": "09:35:24",
          "seal_fund": 40832099,
          "break_times": 2,
          "industry": "机械设备",
          "zt_stat": "1天1板",
          "reason": "控制权变更+数据中心+风机龙头",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.8333333333333334
        },
        {
          "code": "605388",
          "name": "均瑶健康",
          "price": 6.12,
          "pct": 10.07,
          "amount": 89647630,
          "float_cap": 3674962080.0,
          "turnover": 2.47,
          "limit_days": 2,
          "first_seal": "09:30:48",
          "last_seal": "09:30:48",
          "seal_fund": 25568136,
          "break_times": 0,
          "industry": "食品饮料",
          "zt_stat": "2天2板",
          "reason": "益生菌+大消费",
          "high_days": "2天2板",
          "board_type": "换手板",
          "seal_rate": 0.7142857142857143
        },
        {
          "code": "002585",
          "name": "双星新材",
          "price": 8.66,
          "pct": 10.04,
          "amount": 1088433872,
          "float_cap": 7679313316.440001,
          "turnover": 14.46,
          "limit_days": 1,
          "first_seal": "09:31:03",
          "last_seal": "13:43:36",
          "seal_fund": 23449487,
          "break_times": 3,
          "industry": "塑料",
          "zt_stat": "1天1板",
          "reason": "半年报预增+MLCC离型膜+复合铜箔",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.8666666666666667
        },
        {
          "code": "601616",
          "name": "广电电气",
          "price": 3.8,
          "pct": 10.14,
          "amount": 203887724,
          "float_cap": 3243966212.2,
          "turnover": 6.35,
          "limit_days": 1,
          "first_seal": "09:31:54",
          "last_seal": "13:44:33",
          "seal_fund": 29984660,
          "break_times": 1,
          "industry": "电力设备",
          "zt_stat": "1天1板",
          "reason": "回购+电网设备+数据中心",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.7
        },
        {
          "code": "601003",
          "name": "柳钢股份",
          "price": 4.19,
          "pct": 9.97,
          "amount": 155440679,
          "float_cap": 10738103508.000002,
          "turnover": 1.48,
          "limit_days": 2,
          "first_seal": "09:33:29",
          "last_seal": "09:33:29",
          "seal_fund": 42453591,
          "break_times": 0,
          "industry": "普钢",
          "zt_stat": "2天2板",
          "reason": "资产重组+宽厚板+汽车用钢+广西国资",
          "high_days": "2天2板",
          "board_type": "换手板",
          "seal_rate": null
        },
        {
          "code": "300996",
          "name": "普联软件",
          "price": 15.52,
          "pct": 20.03,
          "amount": 704744288,
          "float_cap": 5170368558.08,
          "turnover": 14.03,
          "limit_days": 1,
          "first_seal": "09:33:33",
          "last_seal": "09:33:33",
          "seal_fund": 24708460,
          "break_times": 0,
          "industry": "计算机",
          "zt_stat": "1天1板",
          "reason": "明略科技入主+AI智能体+信创ERP",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": null
        },
        {
          "code": "600162",
          "name": "香江控股",
          "price": 2.89,
          "pct": 9.89,
          "amount": 332022320,
          "float_cap": 9445786172.58,
          "turnover": 3.58,
          "limit_days": 1,
          "first_seal": "09:34:23",
          "last_seal": "09:34:23",
          "seal_fund": 32862479,
          "break_times": 0,
          "industry": "房地产",
          "zt_stat": "1天1板",
          "reason": "算力+IDC+家居商贸+房地产",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.8095238095238095
        },
        {
          "code": "002703",
          "name": "浙江世宝",
          "price": 14.61,
          "pct": 10.02,
          "amount": 703339424,
          "float_cap": 8562162361.139999,
          "turnover": 8.37,
          "limit_days": 1,
          "first_seal": "09:35:36",
          "last_seal": "10:01:27",
          "seal_fund": 93291263,
          "break_times": 1,
          "industry": "汽车",
          "zt_stat": "1天1板",
          "reason": "减持终止+线控转向+无人矿卡+小米汽车",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.7333333333333333
        },
        {
          "code": "603660",
          "name": "苏州科达",
          "price": 8.83,
          "pct": 9.96,
          "amount": 294624016,
          "float_cap": 5046280505.68,
          "turnover": 5.97,
          "limit_days": 1,
          "first_seal": "09:36:15",
          "last_seal": "13:25:36",
          "seal_fund": 55055412,
          "break_times": 2,
          "industry": "计算机",
          "zt_stat": "4天2板",
          "reason": "AI应用+低空经济+卫星数据应用",
          "high_days": "4天2板",
          "board_type": "换手板",
          "seal_rate": 0.5714285714285714
        },
        {
          "code": "600228",
          "name": "返利科技",
          "price": 7.33,
          "pct": 10.06,
          "amount": 171806560,
          "float_cap": 3049552507.41,
          "turnover": 5.81,
          "limit_days": 2,
          "first_seal": "09:37:02",
          "last_seal": "09:37:02",
          "seal_fund": 63224651,
          "break_times": 0,
          "industry": "数字媒体",
          "zt_stat": "2天2板",
          "reason": "控制权变更+AI应用+在线导购",
          "high_days": "2天2板",
          "board_type": "换手板",
          "seal_rate": 0.5428571428571428
        },
        {
          "code": "603137",
          "name": "恒尚节能",
          "price": 26.21,
          "pct": 9.99,
          "amount": 814847792,
          "float_cap": 4794682684.14,
          "turnover": 17.3,
          "limit_days": 1,
          "first_seal": "09:37:27",
          "last_seal": "10:25:33",
          "seal_fund": 41545471,
          "break_times": 5,
          "industry": "建筑装饰",
          "zt_stat": "23天12板",
          "reason": "跨界存储+建筑幕墙+新签项目增长",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.75
        },
        {
          "code": "600712",
          "name": "南宁百货",
          "price": 5.25,
          "pct": 10.06,
          "amount": 103381080,
          "float_cap": 2827903947.75,
          "turnover": 3.72,
          "limit_days": 1,
          "first_seal": "09:39:08",
          "last_seal": "09:39:47",
          "seal_fund": 31490025,
          "break_times": 1,
          "industry": "商业贸易",
          "zt_stat": "1天1板",
          "reason": "扭亏为盈+零售+国企改革",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.6666666666666666
        },
        {
          "code": "002702",
          "name": "海欣食品",
          "price": 4.94,
          "pct": 10.02,
          "amount": 172610373,
          "float_cap": 2266194125.0,
          "turnover": 7.85,
          "limit_days": 1,
          "first_seal": "09:39:45",
          "last_seal": "09:39:45",
          "seal_fund": 26584116,
          "break_times": 0,
          "industry": "食品饮料",
          "zt_stat": "1天1板",
          "reason": "预加工食品+山姆渠道+半年报减亏",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.75
        },
        {
          "code": "000526",
          "name": "学大教育",
          "price": 36.33,
          "pct": 9.99,
          "amount": 220878672,
          "float_cap": 4413132581.97,
          "turnover": 5.13,
          "limit_days": 1,
          "first_seal": "09:42:00",
          "last_seal": "09:42:00",
          "seal_fund": 84107583,
          "break_times": 0,
          "industry": "传媒",
          "zt_stat": "1天1板",
          "reason": "AI教育+个性化教育+回购",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.5
        },
        {
          "code": "600702",
          "name": "舍得酒业",
          "price": 37.49,
          "pct": 10.01,
          "amount": 522266240,
          "float_cap": 12444837928.85,
          "turnover": 4.28,
          "limit_days": 1,
          "first_seal": "09:42:11",
          "last_seal": "09:45:41",
          "seal_fund": 116826375,
          "break_times": 1,
          "industry": "食品饮料",
          "zt_stat": "1天1板",
          "reason": "白酒+老酒战略+国际化",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.75
        },
        {
          "code": "605033",
          "name": "美邦股份",
          "price": 18.7,
          "pct": 10.0,
          "amount": 76486201,
          "float_cap": 2528240000.0,
          "turnover": 3.11,
          "limit_days": 1,
          "first_seal": "09:43:51",
          "last_seal": "09:43:51",
          "seal_fund": 33721710,
          "break_times": 0,
          "industry": "基础化工",
          "zt_stat": "1天1板",
          "reason": "农药+半年报增长+原药制剂一体化",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.5
        },
        {
          "code": "603171",
          "name": "税友股份",
          "price": 41.47,
          "pct": 10.0,
          "amount": 361568656,
          "float_cap": 16832258300.0,
          "turnover": 2.2,
          "limit_days": 1,
          "first_seal": "09:44:22",
          "last_seal": "09:53:25",
          "seal_fund": 67699609,
          "break_times": 1,
          "industry": "计算机",
          "zt_stat": "1天1板",
          "reason": "AI应用+财税SaaS+实控人增持",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.7
        },
        {
          "code": "000566",
          "name": "海南海药",
          "price": 5.95,
          "pct": 9.98,
          "amount": 2127007152,
          "float_cap": 7715577016.35,
          "turnover": 28.19,
          "limit_days": 1,
          "first_seal": "09:46:09",
          "last_seal": "14:53:18",
          "seal_fund": 22665930,
          "break_times": 8,
          "industry": "医药生物",
          "zt_stat": "12天6板",
          "reason": "脑机接口+创新药+央企",
          "high_days": "7天4板",
          "board_type": "换手板",
          "seal_rate": 0.8181818181818182
        },
        {
          "code": "920685",
          "name": "新芝生物",
          "price": 13.65,
          "pct": 30.0,
          "amount": 146455379,
          "float_cap": 795985745.1,
          "turnover": 18.92,
          "limit_days": 1,
          "first_seal": "09:48:10",
          "last_seal": "14:11:19",
          "seal_fund": 2706030,
          "break_times": 5,
          "industry": "机械设备",
          "zt_stat": "1天1板",
          "reason": "",
          "high_days": "",
          "board_type": "",
          "seal_rate": ""
        },
        {
          "code": "000721",
          "name": "西安饮食",
          "price": 6.81,
          "pct": 10.02,
          "amount": 193167643,
          "float_cap": 3489173697.48,
          "turnover": 5.69,
          "limit_days": 1,
          "first_seal": "09:53:09",
          "last_seal": "09:53:09",
          "seal_fund": 44994351,
          "break_times": 0,
          "industry": "休闲服务",
          "zt_stat": "1天1板",
          "reason": "旅游餐饮+中华老字号+国企改革",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.3333333333333333
        },
        {
          "code": "600513",
          "name": "联环药业",
          "price": 16.76,
          "pct": 9.97,
          "amount": 525693648,
          "float_cap": 4784247085.200001,
          "turnover": 11.22,
          "limit_days": 1,
          "first_seal": "09:55:03",
          "last_seal": "10:02:33",
          "seal_fund": 58497411,
          "break_times": 2,
          "industry": "医药生物",
          "zt_stat": "1天1板",
          "reason": "创新药+国企改革+中报扭亏+原料药获批",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.6666666666666666
        },
        {
          "code": "002846",
          "name": "英联股份",
          "price": 10.74,
          "pct": 10.04,
          "amount": 124513908,
          "float_cap": 2794070617.7400002,
          "turnover": 4.57,
          "limit_days": 1,
          "first_seal": "09:57:15",
          "last_seal": "09:57:33",
          "seal_fund": 49021698,
          "break_times": 1,
          "industry": "轻工制造",
          "zt_stat": "1天1板",
          "reason": "罐头易开盖+复合集流体+固态电池+半年报预增",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 1.0
        },
        {
          "code": "603185",
          "name": "弘元绿能",
          "price": 15.37,
          "pct": 10.02,
          "amount": 272395200,
          "float_cap": 10436571244.74,
          "turnover": 2.69,
          "limit_days": 1,
          "first_seal": "09:59:06",
          "last_seal": "09:59:18",
          "seal_fund": 106044008,
          "break_times": 1,
          "industry": "电力设备",
          "zt_stat": "1天1板",
          "reason": "超薄硅片+光伏垂直一体化+TOPCon电池",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.5
        },
        {
          "code": "600418",
          "name": "江淮汽车",
          "price": 24.39,
          "pct": 10.01,
          "amount": 1807543040,
          "float_cap": 53267998802.49,
          "turnover": 3.52,
          "limit_days": 1,
          "first_seal": "09:59:22",
          "last_seal": "09:59:58",
          "seal_fund": 195056586,
          "break_times": 1,
          "industry": "商用车",
          "zt_stat": "1天1板",
          "reason": "尊界新品+回购+安徽国资",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 1.0
        },
        {
          "code": "301668",
          "name": "昊创瑞通",
          "price": 37.26,
          "pct": 20.0,
          "amount": 200747935,
          "float_cap": 906482629.9799999,
          "turnover": 23.32,
          "limit_days": 1,
          "first_seal": "10:00:24",
          "last_seal": "10:07:09",
          "seal_fund": 31546551,
          "break_times": 2,
          "industry": "电力设备",
          "zt_stat": "1天1板",
          "reason": "智能配电设备+配电网+中标领先",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": null
        },
        {
          "code": "000009",
          "name": "中国宝安",
          "price": 7.15,
          "pct": 10.0,
          "amount": 390363856,
          "float_cap": 18418546324.75,
          "turnover": 2.18,
          "limit_days": 1,
          "first_seal": "10:04:15",
          "last_seal": "10:04:15",
          "seal_fund": 111330984,
          "break_times": 0,
          "industry": "综合",
          "zt_stat": "1天1板",
          "reason": "股东增持+黄金概念+锂电池负极材料",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 1.0
        },
        {
          "code": "603376",
          "name": "大明电子",
          "price": 26.46,
          "pct": 10.02,
          "amount": 77095135,
          "float_cap": 846741168.0,
          "turnover": 9.33,
          "limit_days": 1,
          "first_seal": "10:04:34",
          "last_seal": "10:04:34",
          "seal_fund": 31754646,
          "break_times": 0,
          "industry": "汽车",
          "zt_stat": "1天1板",
          "reason": "汽车电子+赛力斯产业链+产能扩张",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": null
        },
        {
          "code": "301667",
          "name": "纳百川",
          "price": 65.82,
          "pct": 20.0,
          "amount": 253699353,
          "float_cap": 1561894777.8,
          "turnover": 17.3,
          "limit_days": 1,
          "first_seal": "10:05:57",
          "last_seal": "10:05:57",
          "seal_fund": 73529101,
          "break_times": 0,
          "industry": "汽车",
          "zt_stat": "1天1板",
          "reason": "液冷板+数据中心+宁德时代产业链",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 1.0
        },
        {
          "code": "603348",
          "name": "文灿股份",
          "price": 14.76,
          "pct": 9.99,
          "amount": 83619617,
          "float_cap": 4641683353.92,
          "turnover": 1.85,
          "limit_days": 1,
          "first_seal": "10:15:59",
          "last_seal": "10:15:59",
          "seal_fund": 39425760,
          "break_times": 0,
          "industry": "汽车",
          "zt_stat": "1天1板",
          "reason": "一体化压铸+机器人概念+铝价下行",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 1.0
        },
        {
          "code": "600629",
          "name": "华建集团",
          "price": 13.94,
          "pct": 10.02,
          "amount": 525348736,
          "float_cap": 16028279999.32,
          "turnover": 3.39,
          "limit_days": 1,
          "first_seal": "10:19:32",
          "last_seal": "10:19:32",
          "seal_fund": 67366653,
          "break_times": 0,
          "industry": "建筑装饰",
          "zt_stat": "3天2板",
          "reason": "上海微电子相关+子公司重整获批+工程设计+上海国资",
          "high_days": "3天2板",
          "board_type": "换手板",
          "seal_rate": 0.8695652173913043
        },
        {
          "code": "603352",
          "name": "至信股份",
          "price": 27.06,
          "pct": 10.0,
          "amount": 115861495,
          "float_cap": 1226720018.04,
          "turnover": 9.7,
          "limit_days": 1,
          "first_seal": "10:25:09",
          "last_seal": "10:25:09",
          "seal_fund": 87709199,
          "break_times": 0,
          "industry": "汽车",
          "zt_stat": "1天1板",
          "reason": "汽车冲焊件+机器人+新能源+西部大开发",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": null
        },
        {
          "code": "001225",
          "name": "和泰机电",
          "price": 43.66,
          "pct": 10.0,
          "amount": 77704473,
          "float_cap": 918552829.18,
          "turnover": 8.71,
          "limit_days": 1,
          "first_seal": "10:28:33",
          "last_seal": "10:28:33",
          "seal_fund": 46917036,
          "break_times": 0,
          "industry": "机械设备",
          "zt_stat": "1天1板",
          "reason": "物料输送设备+一带一路+水泥建材",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.6666666666666666
        },
        {
          "code": "000025",
          "name": "特  力Ａ",
          "price": 15.64,
          "pct": 9.99,
          "amount": 223174738,
          "float_cap": 6143052924.8,
          "turnover": 3.73,
          "limit_days": 1,
          "first_seal": "10:37:18",
          "last_seal": "10:37:18",
          "seal_fund": 50568030,
          "break_times": 0,
          "industry": "综合",
          "zt_stat": "1天1板",
          "reason": "黄金珠宝+物业租赁+深圳国资",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 1.0
        },
        {
          "code": "603813",
          "name": "原尚股份",
          "price": 31.15,
          "pct": 9.99,
          "amount": 32596973,
          "float_cap": 3271217250.0,
          "turnover": 1.04,
          "limit_days": 1,
          "first_seal": "10:43:59",
          "last_seal": "10:43:59",
          "seal_fund": 57552740,
          "break_times": 0,
          "industry": "交通运输",
          "zt_stat": "1天1板",
          "reason": "摘帽+汽车物流+跨境电商+氢能源",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.782608695652174
        },
        {
          "code": "300894",
          "name": "火星人",
          "price": 11.8,
          "pct": 20.04,
          "amount": 219274376,
          "float_cap": 3470134689.8,
          "turnover": 6.7,
          "limit_days": 1,
          "first_seal": "10:47:12",
          "last_seal": "13:17:57",
          "seal_fund": 18565990,
          "break_times": 1,
          "industry": "家用电器",
          "zt_stat": "1天1板",
          "reason": "人形机器人+AI智能厨电+集成厨电",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 1.0
        },
        {
          "code": "603919",
          "name": "金徽酒",
          "price": 16.89,
          "pct": 10.03,
          "amount": 377800000,
          "float_cap": 8567621349.33,
          "turnover": 4.56,
          "limit_days": 1,
          "first_seal": "11:16:36",
          "last_seal": "13:33:37",
          "seal_fund": 63691784,
          "break_times": 1,
          "industry": "食品饮料",
          "zt_stat": "1天1板",
          "reason": "白酒+全国化扩张+产品升级",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.8
        },
        {
          "code": "603382",
          "name": "海阳科技",
          "price": 18.6,
          "pct": 9.99,
          "amount": 70898214,
          "float_cap": 2148037479.6000004,
          "turnover": 3.42,
          "limit_days": 1,
          "first_seal": "11:24:57",
          "last_seal": "11:24:57",
          "seal_fund": 44496780,
          "break_times": 0,
          "industry": "基础化工",
          "zt_stat": "1天1板",
          "reason": "尼龙6+涤纶工业丝+智能制造",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.6
        },
        {
          "code": "002534",
          "name": "西子洁能",
          "price": 13.81,
          "pct": 10.04,
          "amount": 313071088,
          "float_cap": 11398259536.07,
          "turnover": 2.84,
          "limit_days": 1,
          "first_seal": "13:09:06",
          "last_seal": "13:09:06",
          "seal_fund": 70396695,
          "break_times": 0,
          "industry": "电力设备",
          "zt_stat": "1天1板",
          "reason": "算力+燃机余热锅炉+熔盐储能",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.6
        },
        {
          "code": "603039",
          "name": "泛微网络",
          "price": 34.02,
          "pct": 9.99,
          "amount": 758642592,
          "float_cap": 10465883746.92,
          "turnover": 7.52,
          "limit_days": 1,
          "first_seal": "13:09:49",
          "last_seal": "14:31:13",
          "seal_fund": 18638877,
          "break_times": 2,
          "industry": "计算机",
          "zt_stat": "1天1板",
          "reason": "AI应用+信创+半年报预增",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.5
        },
        {
          "code": "301449",
          "name": "天溯计量",
          "price": 39.08,
          "pct": 19.99,
          "amount": 180993302,
          "float_cap": 802839159.3199999,
          "turnover": 23.89,
          "limit_days": 1,
          "first_seal": "13:20:51",
          "last_seal": "13:20:51",
          "seal_fund": 32408027,
          "break_times": 0,
          "industry": "专业服务",
          "zt_stat": "1天1板",
          "reason": "电池检测+机器人+计量校准",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": null
        },
        {
          "code": "001309",
          "name": "德明利",
          "price": 390.04,
          "pct": 10.0,
          "amount": 11365746176,
          "float_cap": 64368205250.16,
          "turnover": 18.57,
          "limit_days": 1,
          "first_seal": "13:22:33",
          "last_seal": "13:44:30",
          "seal_fund": 715633690,
          "break_times": 1,
          "industry": "电子",
          "zt_stat": "1天1板",
          "reason": "存储芯片+控股股东不减持+超跌反弹",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.6428571428571429
        },
        {
          "code": "600475",
          "name": "华光环能",
          "price": 14.88,
          "pct": 9.98,
          "amount": 338659824,
          "float_cap": 14030139647.52,
          "turnover": 2.49,
          "limit_days": 1,
          "first_seal": "13:46:17",
          "last_seal": "13:46:17",
          "seal_fund": 57343800,
          "break_times": 0,
          "industry": "公用事业",
          "zt_stat": "1天1板",
          "reason": "微电网+算电协同+氢能+无锡国资",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": 0.8421052631578947
        },
        {
          "code": "603556",
          "name": "海兴电力",
          "price": 26.99,
          "pct": 9.98,
          "amount": 653582496,
          "float_cap": 13124269948.3,
          "turnover": 5.19,
          "limit_days": 2,
          "first_seal": "13:49:07",
          "last_seal": "13:49:07",
          "seal_fund": 99655986,
          "break_times": 0,
          "industry": "电力设备",
          "zt_stat": "2天2板",
          "reason": "智能电网+电力出海+数字能源",
          "high_days": "2天2板",
          "board_type": "换手板",
          "seal_rate": 0.75
        },
        {
          "code": "600663",
          "name": "陆家嘴",
          "price": 8.28,
          "pct": 9.96,
          "amount": 427785200,
          "float_cap": 26129060721.359997,
          "turnover": 1.69,
          "limit_days": 1,
          "first_seal": "14:30:39",
          "last_seal": "14:30:39",
          "seal_fund": 46084824,
          "break_times": 0,
          "industry": "房地产",
          "zt_stat": "1天1板",
          "reason": "半年报增长+房地产+参股券商+浦东国资",
          "high_days": "首板",
          "board_type": "换手板",
          "seal_rate": null
        }
      ],
      "reason": [
        {
          "code": "000566",
          "name": "海南海药",
          "price": 5.95,
          "pct": 9.9815,
          "reason": "脑机接口+创新药+央企",
          "board_type": "换手板",
          "seal_rate": 0.8181818181818182,
          "break_times": 10,
          "seal_amount": 22665930.0,
          "high_days": "7天4板",
          "first_time": "09:46:09",
          "is_again": 1
        },
        {
          "code": "603039",
          "name": "泛微网络",
          "price": 34.02,
          "pct": 9.9903,
          "reason": "AI应用+信创+半年报预增",
          "board_type": "换手板",
          "seal_rate": 0.5,
          "break_times": 2,
          "seal_amount": 18638878.0,
          "high_days": "首板",
          "first_time": "13:09:49",
          "is_again": 1
        },
        {
          "code": "600663",
          "name": "陆家嘴",
          "price": 8.28,
          "pct": 9.9602,
          "reason": "半年报增长+房地产+参股券商+浦东国资",
          "board_type": "换手板",
          "seal_rate": null,
          "break_times": 0,
          "seal_amount": 46084824.0,
          "high_days": "首板",
          "first_time": "14:30:39",
          "is_again": 0
        },
        {
          "code": "603556",
          "name": "海兴电力",
          "price": 26.99,
          "pct": 9.9837,
          "reason": "智能电网+电力出海+数字能源",
          "board_type": "换手板",
          "seal_rate": 0.75,
          "break_times": 0,
          "seal_amount": 99655987.0,
          "high_days": "2天2板",
          "first_time": "13:49:07",
          "is_again": 1
        },
        {
          "code": "600475",
          "name": "华光环能",
          "price": 14.88,
          "pct": 9.9778,
          "reason": "微电网+算电协同+氢能+无锡国资",
          "board_type": "换手板",
          "seal_rate": 0.8421052631578947,
          "break_times": 0,
          "seal_amount": 57343800.0,
          "high_days": "首板",
          "first_time": "13:46:17",
          "is_again": 0
        },
        {
          "code": "601616",
          "name": "广电电气",
          "price": 3.8,
          "pct": 10.1449,
          "reason": "回购+电网设备+数据中心",
          "board_type": "换手板",
          "seal_rate": 0.7,
          "break_times": 1,
          "seal_amount": 29984660.0,
          "high_days": "首板",
          "first_time": "09:31:54",
          "is_again": 1
        },
        {
          "code": "001309",
          "name": "德明利",
          "price": 390.04,
          "pct": 10.0006,
          "reason": "存储芯片+控股股东不减持+超跌反弹",
          "board_type": "换手板",
          "seal_rate": 0.6428571428571429,
          "break_times": 1,
          "seal_amount": 715633690.0,
          "high_days": "首板",
          "first_time": "13:22:33",
          "is_again": 1
        },
        {
          "code": "002585",
          "name": "双星新材",
          "price": 8.66,
          "pct": 10.0381,
          "reason": "半年报预增+MLCC离型膜+复合铜箔",
          "board_type": "换手板",
          "seal_rate": 0.8666666666666667,
          "break_times": 3,
          "seal_amount": 23449487.0,
          "high_days": "首板",
          "first_time": "09:31:03",
          "is_again": 1
        },
        {
          "code": "603919",
          "name": "金徽酒",
          "price": 16.89,
          "pct": 10.0326,
          "reason": "白酒+全国化扩张+产品升级",
          "board_type": "换手板",
          "seal_rate": 0.8,
          "break_times": 1,
          "seal_amount": 63691785.0,
          "high_days": "首板",
          "first_time": "11:16:36",
          "is_again": 1
        },
        {
          "code": "603660",
          "name": "苏州科达",
          "price": 8.83,
          "pct": 9.9626,
          "reason": "AI应用+低空经济+卫星数据应用",
          "board_type": "换手板",
          "seal_rate": 0.5714285714285714,
          "break_times": 2,
          "seal_amount": 55055412.0,
          "high_days": "4天2板",
          "first_time": "09:36:15",
          "is_again": 1
        },
        {
          "code": "301449",
          "name": "天溯计量",
          "price": 39.08,
          "pct": 19.9877,
          "reason": "电池检测+机器人+计量校准",
          "board_type": "换手板",
          "seal_rate": null,
          "break_times": 0,
          "seal_amount": 32408028.0,
          "high_days": "首板",
          "first_time": "13:20:51",
          "is_again": 0
        },
        {
          "code": "300894",
          "name": "火星人",
          "price": 11.8,
          "pct": 20.0407,
          "reason": "人形机器人+AI智能厨电+集成厨电",
          "board_type": "换手板",
          "seal_rate": 1.0,
          "break_times": 1,
          "seal_amount": 18565990.0,
          "high_days": "首板",
          "first_time": "10:47:12",
          "is_again": 1
        },
        {
          "code": "002534",
          "name": "西子洁能",
          "price": 13.81,
          "pct": 10.0398,
          "reason": "算力+燃机余热锅炉+熔盐储能",
          "board_type": "换手板",
          "seal_rate": 0.6,
          "break_times": 0,
          "seal_amount": 70396696.0,
          "high_days": "首板",
          "first_time": "13:09:06",
          "is_again": 0
        },
        {
          "code": "603382",
          "name": "海阳科技",
          "price": 18.6,
          "pct": 9.9941,
          "reason": "尼龙6+涤纶工业丝+智能制造",
          "board_type": "换手板",
          "seal_rate": 0.6,
          "break_times": 0,
          "seal_amount": 44496780.0,
          "high_days": "首板",
          "first_time": "11:24:57",
          "is_again": 0
        },
        {
          "code": "603813",
          "name": "原尚股份",
          "price": 31.15,
          "pct": 9.9929,
          "reason": "摘帽+汽车物流+跨境电商+氢能源",
          "board_type": "换手板",
          "seal_rate": 0.782608695652174,
          "break_times": 0,
          "seal_amount": 57552740.0,
          "high_days": "首板",
          "first_time": "10:43:59",
          "is_again": 0
        },
        {
          "code": "000025",
          "name": "特力A",
          "price": 15.64,
          "pct": 9.9859,
          "reason": "黄金珠宝+物业租赁+深圳国资",
          "board_type": "换手板",
          "seal_rate": 1.0,
          "break_times": 0,
          "seal_amount": 50568030.0,
          "high_days": "首板",
          "first_time": "10:37:18",
          "is_again": 0
        },
        {
          "code": "001225",
          "name": "和泰机电",
          "price": 43.66,
          "pct": 10.0025,
          "reason": "物料输送设备+一带一路+水泥建材",
          "board_type": "换手板",
          "seal_rate": 0.6666666666666666,
          "break_times": 0,
          "seal_amount": 46917036.0,
          "high_days": "首板",
          "first_time": "10:28:33",
          "is_again": 0
        },
        {
          "code": "603137",
          "name": "恒尚节能",
          "price": 26.21,
          "pct": 9.9874,
          "reason": "跨界存储+建筑幕墙+新签项目增长",
          "board_type": "换手板",
          "seal_rate": 0.75,
          "break_times": 5,
          "seal_amount": 41545471.0,
          "high_days": "首板",
          "first_time": "09:37:27",
          "is_again": 1
        },
        {
          "code": "603352",
          "name": "至信股份",
          "price": 27.06,
          "pct": 10.0,
          "reason": "汽车冲焊件+机器人+新能源+西部大开发",
          "board_type": "换手板",
          "seal_rate": null,
          "break_times": 0,
          "seal_amount": 87709199.0,
          "high_days": "首板",
          "first_time": "10:25:09",
          "is_again": 0
        },
        {
          "code": "600629",
          "name": "华建集团",
          "price": 13.94,
          "pct": 10.0237,
          "reason": "上海微电子相关+子公司重整获批+工程设计+上海国资",
          "board_type": "换手板",
          "seal_rate": 0.8695652173913043,
          "break_times": 0,
          "seal_amount": 67366653.0,
          "high_days": "3天2板",
          "first_time": "10:19:32",
          "is_again": 0
        },
        {
          "code": "603348",
          "name": "文灿股份",
          "price": 14.76,
          "pct": 9.9851,
          "reason": "一体化压铸+机器人概念+铝价下行",
          "board_type": "换手板",
          "seal_rate": 1.0,
          "break_times": 0,
          "seal_amount": 39425761.0,
          "high_days": "首板",
          "first_time": "10:15:59",
          "is_again": 0
        },
        {
          "code": "301668",
          "name": "昊创瑞通",
          "price": 37.26,
          "pct": 20.0,
          "reason": "智能配电设备+配电网+中标领先",
          "board_type": "换手板",
          "seal_rate": null,
          "break_times": 2,
          "seal_amount": 31546552.0,
          "high_days": "首板",
          "first_time": "10:00:24",
          "is_again": 1
        },
        {
          "code": "301667",
          "name": "纳百川",
          "price": 65.82,
          "pct": 20.0,
          "reason": "液冷板+数据中心+宁德时代产业链",
          "board_type": "换手板",
          "seal_rate": 1.0,
          "break_times": 0,
          "seal_amount": 73529102.0,
          "high_days": "首板",
          "first_time": "10:05:57",
          "is_again": 0
        },
        {
          "code": "603376",
          "name": "大明电子",
          "price": 26.46,
          "pct": 10.0208,
          "reason": "汽车电子+赛力斯产业链+产能扩张",
          "board_type": "换手板",
          "seal_rate": null,
          "break_times": 0,
          "seal_amount": 31754646.0,
          "high_days": "首板",
          "first_time": "10:04:34",
          "is_again": 0
        },
        {
          "code": "000009",
          "name": "中国宝安",
          "price": 7.15,
          "pct": 10.0,
          "reason": "股东增持+黄金概念+锂电池负极材料",
          "board_type": "换手板",
          "seal_rate": 1.0,
          "break_times": 0,
          "seal_amount": 111330984.0,
          "high_days": "首板",
          "first_time": "10:04:15",
          "is_again": 0
        },
        {
          "code": "600513",
          "name": "联环药业",
          "price": 16.76,
          "pct": 9.9738,
          "reason": "创新药+国企改革+中报扭亏+原料药获批",
          "board_type": "换手板",
          "seal_rate": 0.6666666666666666,
          "break_times": 2,
          "seal_amount": 58497411.0,
          "high_days": "首板",
          "first_time": "09:55:03",
          "is_again": 1
        },
        {
          "code": "002703",
          "name": "浙江世宝",
          "price": 14.61,
          "pct": 10.0151,
          "reason": "减持终止+线控转向+无人矿卡+小米汽车",
          "board_type": "换手板",
          "seal_rate": 0.7333333333333333,
          "break_times": 1,
          "seal_amount": 93291264.0,
          "high_days": "首板",
          "first_time": "09:35:36",
          "is_again": 1
        },
        {
          "code": "600418",
          "name": "江淮汽车",
          "price": 24.39,
          "pct": 10.0135,
          "reason": "尊界新品+回购+安徽国资",
          "board_type": "换手板",
          "seal_rate": 1.0,
          "break_times": 1,
          "seal_amount": 195056590.0,
          "high_days": "首板",
          "first_time": "09:59:22",
          "is_again": 1
        },
        {
          "code": "603185",
          "name": "弘元绿能",
          "price": 15.37,
          "pct": 10.0215,
          "reason": "超薄硅片+光伏垂直一体化+TOPCon电池",
          "board_type": "换手板",
          "seal_rate": 0.5,
          "break_times": 1,
          "seal_amount": 106044009.0,
          "high_days": "首板",
          "first_time": "09:59:06",
          "is_again": 1
        },
        {
          "code": "002846",
          "name": "英联股份",
          "price": 10.74,
          "pct": 10.041,
          "reason": "罐头易开盖+复合集流体+固态电池+半年报预增",
          "board_type": "换手板",
          "seal_rate": 1.0,
          "break_times": 1,
          "seal_amount": 49021699.0,
          "high_days": "首板",
          "first_time": "09:57:15",
          "is_again": 1
        },
        {
          "code": "002258",
          "name": "利尔化学",
          "price": 16.18,
          "pct": 9.9932,
          "reason": "华润双鹤拟入主+草铵膦+精草铵膦+合成生物",
          "board_type": "T字板",
          "seal_rate": 1.0,
          "break_times": 2,
          "seal_amount": 93644646.0,
          "high_days": "首板",
          "first_time": "09:25:00",
          "is_again": 1
        },
        {
          "code": "603171",
          "name": "税友股份",
          "price": 41.47,
          "pct": 10.0,
          "reason": "AI应用+财税SaaS+实控人增持",
          "board_type": "换手板",
          "seal_rate": 0.7,
          "break_times": 1,
          "seal_amount": 67699609.0,
          "high_days": "首板",
          "first_time": "09:44:22",
          "is_again": 1
        },
        {
          "code": "000721",
          "name": "西安饮食",
          "price": 6.81,
          "pct": 10.0162,
          "reason": "旅游餐饮+中华老字号+国企改革",
          "board_type": "换手板",
          "seal_rate": 0.3333333333333333,
          "break_times": 0,
          "seal_amount": 44994351.0,
          "high_days": "首板",
          "first_time": "09:53:09",
          "is_again": 0
        },
        {
          "code": "600702",
          "name": "舍得酒业",
          "price": 37.49,
          "pct": 10.0059,
          "reason": "白酒+老酒战略+国际化",
          "board_type": "换手板",
          "seal_rate": 0.75,
          "break_times": 1,
          "seal_amount": 116826375.0,
          "high_days": "首板",
          "first_time": "09:42:11",
          "is_again": 1
        },
        {
          "code": "605033",
          "name": "美邦股份",
          "price": 18.7,
          "pct": 10.0,
          "reason": "农药+半年报增长+原药制剂一体化",
          "board_type": "换手板",
          "seal_rate": 0.5,
          "break_times": 0,
          "seal_amount": 33721710.0,
          "high_days": "首板",
          "first_time": "09:43:51",
          "is_again": 0
        },
        {
          "code": "000526",
          "name": "学大教育",
          "price": 36.33,
          "pct": 9.9909,
          "reason": "AI教育+个性化教育+回购",
          "board_type": "换手板",
          "seal_rate": 0.5,
          "break_times": 0,
          "seal_amount": 84107583.0,
          "high_days": "首板",
          "first_time": "09:42:00",
          "is_again": 0
        },
        {
          "code": "002882",
          "name": "金龙羽",
          "price": 21.62,
          "pct": 10.0254,
          "reason": "固态电池+电线电缆+比亚迪产业链",
          "board_type": "换手板",
          "seal_rate": 0.75,
          "break_times": 1,
          "seal_amount": 55688796.0,
          "high_days": "2天2板",
          "first_time": "09:30:18",
          "is_again": 1
        },
        {
          "code": "600712",
          "name": "南宁百货",
          "price": 5.25,
          "pct": 10.0629,
          "reason": "扭亏为盈+零售+国企改革",
          "board_type": "换手板",
          "seal_rate": 0.6666666666666666,
          "break_times": 1,
          "seal_amount": 31490025.0,
          "high_days": "首板",
          "first_time": "09:39:08",
          "is_again": 1
        },
        {
          "code": "002702",
          "name": "海欣食品",
          "price": 4.94,
          "pct": 10.0223,
          "reason": "预加工食品+山姆渠道+半年报减亏",
          "board_type": "换手板",
          "seal_rate": 0.75,
          "break_times": 0,
          "seal_amount": 26584116.0,
          "high_days": "首板",
          "first_time": "09:39:45",
          "is_again": 0
        },
        {
          "code": "600228",
          "name": "返利科技",
          "price": 7.33,
          "pct": 10.0601,
          "reason": "控制权变更+AI应用+在线导购",
          "board_type": "换手板",
          "seal_rate": 0.5428571428571428,
          "break_times": 0,
          "seal_amount": 63224651.0,
          "high_days": "2天2板",
          "first_time": "09:37:02",
          "is_again": 1
        },
        {
          "code": "002686",
          "name": "亿利达",
          "price": 5.81,
          "pct": 10.0379,
          "reason": "控制权变更+数据中心+风机龙头",
          "board_type": "换手板",
          "seal_rate": 0.8333333333333334,
          "break_times": 2,
          "seal_amount": 40832099.0,
          "high_days": "首板",
          "first_time": "09:30:30",
          "is_again": 1
        },
        {
          "code": "600162",
          "name": "香江控股",
          "price": 2.89,
          "pct": 9.8859,
          "reason": "算力+IDC+家居商贸+房地产",
          "board_type": "换手板",
          "seal_rate": 0.8095238095238095,
          "break_times": 0,
          "seal_amount": 32862479.0,
          "high_days": "首板",
          "first_time": "09:34:23",
          "is_again": 0
        },
        {
          "code": "300996",
          "name": "普联软件",
          "price": 15.52,
          "pct": 20.0309,
          "reason": "明略科技入主+AI智能体+信创ERP",
          "board_type": "换手板",
          "seal_rate": null,
          "break_times": 0,
          "seal_amount": 24708461.0,
          "high_days": "首板",
          "first_time": "09:33:33",
          "is_again": 0
        },
        {
          "code": "601003",
          "name": "柳钢股份",
          "price": 4.19,
          "pct": 9.9738,
          "reason": "资产重组+宽厚板+汽车用钢+广西国资",
          "board_type": "换手板",
          "seal_rate": null,
          "break_times": 0,
          "seal_amount": 42453591.0,
          "high_days": "2天2板",
          "first_time": "09:33:29",
          "is_again": 0
        },
        {
          "code": "605388",
          "name": "均瑶健康",
          "price": 6.12,
          "pct": 10.0719,
          "reason": "益生菌+大消费",
          "board_type": "换手板",
          "seal_rate": 0.7142857142857143,
          "break_times": 0,
          "seal_amount": 25568136.0,
          "high_days": "2天2板",
          "first_time": "09:30:48",
          "is_again": 0
        },
        {
          "code": "605068",
          "name": "明新旭腾",
          "price": 20.59,
          "pct": 9.9893,
          "reason": "人形机器人+电子皮肤+减持终止+汽车内饰",
          "board_type": "T字板",
          "seal_rate": 0.6666666666666666,
          "break_times": 1,
          "seal_amount": 44192317.0,
          "high_days": "4天4板",
          "first_time": "09:30:06",
          "is_again": 1
        },
        {
          "code": "003032",
          "name": "传智教育",
          "price": 8.01,
          "pct": 10.0275,
          "reason": "AI教育+具身智能+中报扭亏",
          "board_type": "换手板",
          "seal_rate": 0.6,
          "break_times": 0,
          "seal_amount": 108070920.0,
          "high_days": "4天4板",
          "first_time": "09:30:09",
          "is_again": 0
        },
        {
          "code": "603221",
          "name": "爱丽家居",
          "price": 20.49,
          "pct": 9.9839,
          "reason": "拟收购欧康诺+存储测试设备+PVC弹性地板",
          "board_type": "一字板",
          "seal_rate": 0.5714285714285714,
          "break_times": 0,
          "seal_amount": 307037510.0,
          "high_days": "8天8板",
          "first_time": "09:25:03",
          "is_again": 0
        },
        {
          "code": "605179",
          "name": "一鸣食品",
          "price": 17.61,
          "pct": 9.9938,
          "reason": "原奶周期+乳业+业绩增长",
          "board_type": "一字板",
          "seal_rate": 0.5,
          "break_times": 0,
          "seal_amount": 159020060.0,
          "high_days": "3天3板",
          "first_time": "09:25:01",
          "is_again": 0
        },
        {
          "code": "002827",
          "name": "高争民爆",
          "price": 31.45,
          "pct": 10.0035,
          "reason": "控股股东拟变更+矿山投资开发+民爆+西藏国资",
          "board_type": "一字板",
          "seal_rate": 0.0,
          "break_times": 0,
          "seal_amount": 247369980.0,
          "high_days": "2天2板",
          "first_time": "09:25:00",
          "is_again": 0
        },
        {
          "code": "000820",
          "name": "神雾节能",
          "price": 3.2,
          "pct": 9.9656,
          "reason": "撤销退市风险警示+储能+再生铜",
          "board_type": "一字板",
          "seal_rate": 0.6774193548387096,
          "break_times": 0,
          "seal_amount": 46992640.0,
          "high_days": "首板",
          "first_time": "09:25:00",
          "is_again": 0
        }
      ],
      "prev_date": "2026-07-29",
      "tiers": {
        "2": 6,
        "1": 42,
        "3": 1,
        "8": 1,
        "4": 2
      },
      "concept_today": [
        [
          "国企改革",
          13
        ],
        [
          "新能源汽车",
          12
        ],
        [
          "专精特新",
          11
        ],
        [
          "西部大开发",
          9
        ],
        [
          "储能",
          9
        ],
        [
          "华为概念",
          8
        ],
        [
          "人工智能",
          8
        ],
        [
          "比亚迪概念",
          7
        ],
        [
          "汽车",
          7
        ],
        [
          "粤港澳大湾区",
          7
        ]
      ],
      "concept_prev": [
        [
          "国企改革",
          18
        ],
        [
          "华为概念",
          14
        ],
        [
          "储能",
          14
        ],
        [
          "锂电池概念",
          14
        ],
        [
          "西部大开发",
          13
        ],
        [
          "食品饮料",
          13
        ],
        [
          "创投",
          13
        ],
        [
          "人工智能",
          12
        ],
        [
          "基础化工",
          11
        ],
        [
          "新能源汽车",
          11
        ]
      ],
      "auction_one_word": {
        "hard": [
          {
            "code": "002827",
            "name": "高争民爆",
            "limit_days": 2,
            "reason": "控股股东拟变更+矿山投资开发+民爆+西藏国资",
            "concepts": [
              "民爆概念",
              "雅下水电概念",
              "西部大开发",
              "国企改革",
              "芯片概念",
              "基础化工",
              "化学制品",
              "民爆用品",
              "民爆"
            ]
          },
          {
            "code": "000820",
            "name": "神雾节能",
            "limit_days": 1,
            "reason": "撤销退市风险警示+储能+再生铜",
            "concepts": [
              "金属铜",
              "固废处理",
              "储能",
              "光伏概念",
              "摘帽",
              "环保",
              "环保设备",
              "环保设备Ⅲ"
            ]
          }
        ],
        "soft": [
          {
            "code": "002258",
            "name": "利尔化学",
            "limit_days": 1,
            "reason": "华润双鹤拟入主+草铵膦+精草铵膦+合成生物",
            "concepts": [
              "草甘膦",
              "国企改革",
              "西部大开发",
              "股权转让(并购重组)",
              "合成生物",
              "基础化工",
              "农化制品",
              "农药"
            ]
          }
        ]
      },
      "board_leaders": {
        "top": {
          "limit_days": 8,
          "count": 1,
          "names": [
            "爱丽家居"
          ],
          "industry": "轻工制造",
          "industry_cnt": 1,
          "top_concepts": [
            [
              "人民币贬值受益",
              1
            ],
            [
              "轻工制造",
              1
            ],
            [
              "家居用品",
              1
            ]
          ],
          "themes": [
            "人民币贬值受益",
            "轻工制造",
            "地产链"
          ]
        },
        "second": {
          "limit_days": 4,
          "count": 2,
          "names": [
            "明新旭腾",
            "传智教育"
          ],
          "industry": "汽车",
          "industry_cnt": 1,
          "top_concepts": [
            [
              "机器人概念",
              2
            ],
            [
              "人形机器人",
              2
            ],
            [
              "新能源汽车",
              1
            ]
          ],
          "themes": [
            "机器人",
            "机器人",
            "汽车"
          ]
        },
        "same_sector": false
      },
      "theme_limitup": [
        {
          "theme": "国企改",
          "count": 17,
          "reps": [
            "高争民爆",
            "利尔化学",
            "亿利达",
            "柳钢股份",
            "南宁百货",
            "海南海药",
            "西安饮食",
            "联环药业"
          ]
        },
        {
          "theme": "储能锂电",
          "count": 15,
          "reps": [
            "神雾节能",
            "金龙羽",
            "双星新材",
            "广电电气",
            "恒尚节能",
            "英联股份",
            "弘元绿能",
            "中国宝安"
          ]
        },
        {
          "theme": "汽车",
          "count": 15,
          "reps": [
            "明新旭腾",
            "金龙羽",
            "亿利达",
            "双星新材",
            "浙江世宝",
            "苏州科达",
            "英联股份",
            "江淮汽车"
          ]
        },
        {
          "theme": "AI算力",
          "count": 14,
          "reps": [
            "传智教育",
            "亿利达",
            "广电电气",
            "普联软件",
            "苏州科达",
            "返利科技",
            "学大教育",
            "税友股份"
          ]
        },
        {
          "theme": "电力",
          "count": 12,
          "reps": [
            "高争民爆",
            "金龙羽",
            "双星新材",
            "广电电气",
            "弘元绿能",
            "昊创瑞通",
            "中国宝安",
            "海阳科技"
          ]
        },
        {
          "theme": "专精特新",
          "count": 11,
          "reps": [
            "亿利达",
            "新芝生物",
            "联环药业",
            "英联股份",
            "弘元绿能",
            "昊创瑞通",
            "大明电子",
            "纳百川"
          ]
        },
        {
          "theme": "西部大开发",
          "count": 9,
          "reps": [
            "高争民爆",
            "利尔化学",
            "柳钢股份",
            "南宁百货",
            "舍得酒业",
            "美邦股份",
            "西安饮食",
            "至信股份"
          ]
        },
        {
          "theme": "消费",
          "count": 9,
          "reps": [
            "一鸣食品",
            "均瑶健康",
            "香江控股",
            "南宁百货",
            "海欣食品",
            "舍得酒业",
            "西安饮食",
            "火星人"
          ]
        },
        {
          "theme": "华为概念",
          "count": 8,
          "reps": [
            "传智教育",
            "亿利达",
            "双星新材",
            "苏州科达",
            "江淮汽车",
            "纳百川",
            "泛微网络",
            "华光环能"
          ]
        },
        {
          "theme": "化工",
          "count": 7,
          "reps": [
            "高争民爆",
            "利尔化学",
            "双星新材",
            "美邦股份",
            "海南海药",
            "联环药业",
            "海阳科技"
          ]
        },
        {
          "theme": "机器人",
          "count": 7,
          "reps": [
            "明新旭腾",
            "传智教育",
            "苏州科达",
            "中国宝安",
            "文灿股份",
            "火星人",
            "天溯计量"
          ]
        },
        {
          "theme": "粤港澳大湾区",
          "count": 7,
          "reps": [
            "金龙羽",
            "香江控股",
            "中国宝安",
            "特  力Ａ",
            "原尚股份",
            "天溯计量",
            "德明利"
          ]
        },
        {
          "theme": "数字经济",
          "count": 7,
          "reps": [
            "普联软件",
            "税友股份",
            "华建集团",
            "原尚股份",
            "海阳科技",
            "泛微网络",
            "华光环能"
          ]
        },
        {
          "theme": "有色资源",
          "count": 6,
          "reps": [
            "神雾节能",
            "双星新材",
            "柳钢股份",
            "英联股份",
            "中国宝安",
            "特  力Ａ"
          ]
        },
        {
          "theme": "乡村振兴",
          "count": 6,
          "reps": [
            "一鸣食品",
            "柳钢股份",
            "南宁百货",
            "美邦股份",
            "华建集团",
            "华光环能"
          ]
        },
        {
          "theme": "地产链",
          "count": 6,
          "reps": [
            "爱丽家居",
            "恒尚节能",
            "华建集团",
            "和泰机电",
            "火星人",
            "陆家嘴"
          ]
        },
        {
          "theme": "DeepSeek概念",
          "count": 6,
          "reps": [
            "返利科技",
            "学大教育",
            "税友股份",
            "江淮汽车",
            "泛微网络",
            "海兴电力"
          ]
        },
        {
          "theme": "创投",
          "count": 6,
          "reps": [
            "海南海药",
            "中国宝安",
            "华建集团",
            "火星人",
            "西子洁能",
            "陆家嘴"
          ]
        },
        {
          "theme": "股权转让(并购重组)",
          "count": 5,
          "reps": [
            "利尔化学",
            "亿利达",
            "恒尚节能",
            "南宁百货",
            "联环药业"
          ]
        },
        {
          "theme": "职业教育",
          "count": 5,
          "reps": [
            "传智教育",
            "南宁百货",
            "学大教育",
            "西安饮食",
            "联环药业"
          ]
        },
        {
          "theme": "军工",
          "count": 5,
          "reps": [
            "金龙羽",
            "亿利达",
            "苏州科达",
            "中国宝安",
            "西子洁能"
          ]
        },
        {
          "theme": "金融",
          "count": 5,
          "reps": [
            "双星新材",
            "普联软件",
            "海南海药",
            "华光环能",
            "陆家嘴"
          ]
        },
        {
          "theme": "注册制次新股",
          "count": 5,
          "reps": [
            "昊创瑞通",
            "大明电子",
            "纳百川",
            "至信股份",
            "天溯计量"
          ]
        },
        {
          "theme": "新股与次新股",
          "count": 5,
          "reps": [
            "昊创瑞通",
            "大明电子",
            "纳百川",
            "至信股份",
            "天溯计量"
          ]
        },
        {
          "theme": "半导体",
          "count": 4,
          "reps": [
            "高争民爆",
            "双星新材",
            "弘元绿能",
            "德明利"
          ]
        },
        {
          "theme": "摘帽",
          "count": 4,
          "reps": [
            "神雾节能",
            "传智教育",
            "返利科技",
            "原尚股份"
          ]
        },
        {
          "theme": "传媒",
          "count": 4,
          "reps": [
            "传智教育",
            "返利科技",
            "海欣食品",
            "华光环能"
          ]
        },
        {
          "theme": "社会服务",
          "count": 4,
          "reps": [
            "传智教育",
            "学大教育",
            "西安饮食",
            "天溯计量"
          ]
        },
        {
          "theme": "小米概念",
          "count": 4,
          "reps": [
            "双星新材",
            "普联软件",
            "浙江世宝",
            "返利科技"
          ]
        },
        {
          "theme": "建筑节能",
          "count": 4,
          "reps": [
            "双星新材",
            "恒尚节能",
            "华建集团",
            "华光环能"
          ]
        },
        {
          "theme": "智慧政务",
          "count": 4,
          "reps": [
            "普联软件",
            "苏州科达",
            "税友股份",
            "泛微网络"
          ]
        },
        {
          "theme": "计算机",
          "count": 4,
          "reps": [
            "普联软件",
            "苏州科达",
            "税友股份",
            "泛微网络"
          ]
        },
        {
          "theme": "物业管理",
          "count": 4,
          "reps": [
            "香江控股",
            "中国宝安",
            "特  力Ａ",
            "陆家嘴"
          ]
        },
        {
          "theme": "宁德时代概念",
          "count": 4,
          "reps": [
            "中国宝安",
            "纳百川",
            "至信股份",
            "天溯计量"
          ]
        },
        {
          "theme": "固废处理",
          "count": 3,
          "reps": [
            "神雾节能",
            "西子洁能",
            "华光环能"
          ]
        },
        {
          "theme": "共同富裕示范区",
          "count": 3,
          "reps": [
            "一鸣食品",
            "浙江世宝",
            "大明电子"
          ]
        },
        {
          "theme": "人民币贬值受益",
          "count": 3,
          "reps": [
            "爱丽家居",
            "德明利",
            "海兴电力"
          ]
        },
        {
          "theme": "鸿蒙概念",
          "count": 3,
          "reps": [
            "传智教育",
            "税友股份",
            "泛微网络"
          ]
        },
        {
          "theme": "在线教育",
          "count": 3,
          "reps": [
            "传智教育",
            "苏州科达",
            "学大教育"
          ]
        },
        {
          "theme": "阿里巴巴概念",
          "count": 3,
          "reps": [
            "传智教育",
            "亿利达",
            "税友股份"
          ]
        },
        {
          "theme": "水利",
          "count": 3,
          "reps": [
            "亿利达",
            "华建集团",
            "天溯计量"
          ]
        },
        {
          "theme": "高压快充",
          "count": 3,
          "reps": [
            "亿利达",
            "中国宝安",
            "天溯计量"
          ]
        },
        {
          "theme": "机械设备",
          "count": 3,
          "reps": [
            "亿利达",
            "新芝生物",
            "和泰机电"
          ]
        },
        {
          "theme": "养老概念",
          "count": 3,
          "reps": [
            "柳钢股份",
            "香江控股",
            "陆家嘴"
          ]
        },
        {
          "theme": "财税数字化",
          "count": 3,
          "reps": [
            "普联软件",
            "税友股份",
            "泛微网络"
          ]
        },
        {
          "theme": "民营医院",
          "count": 3,
          "reps": [
            "香江控股",
            "学大教育",
            "海南海药"
          ]
        },
        {
          "theme": "物联网",
          "count": 3,
          "reps": [
            "苏州科达",
            "天溯计量",
            "海兴电力"
          ]
        },
        {
          "theme": "智慧城市",
          "count": 3,
          "reps": [
            "苏州科达",
            "税友股份",
            "华光环能"
          ]
        },
        {
          "theme": "数字孪生",
          "count": 3,
          "reps": [
            "苏州科达",
            "华建集团",
            "华光环能"
          ]
        },
        {
          "theme": "低空经济",
          "count": 3,
          "reps": [
            "学大教育",
            "江淮汽车",
            "华建集团"
          ]
        },
        {
          "theme": "医药",
          "count": 3,
          "reps": [
            "海南海药",
            "联环药业",
            "天溯计量"
          ]
        },
        {
          "theme": "高端装备",
          "count": 3,
          "reps": [
            "弘元绿能",
            "西子洁能",
            "天溯计量"
          ]
        },
        {
          "theme": "中欧经济一体化",
          "count": 3,
          "reps": [
            "中国宝安",
            "华光环能",
            "海兴电力"
          ]
        },
        {
          "theme": "参股券商",
          "count": 3,
          "reps": [
            "华建集团",
            "华光环能",
            "陆家嘴"
          ]
        },
        {
          "theme": "碳中和",
          "count": 3,
          "reps": [
            "华建集团",
            "西子洁能",
            "华光环能"
          ]
        },
        {
          "theme": "合成生物",
          "count": 2,
          "reps": [
            "利尔化学",
            "新芝生物"
          ]
        },
        {
          "theme": "乳业",
          "count": 2,
          "reps": [
            "一鸣食品",
            "均瑶健康"
          ]
        },
        {
          "theme": "三胎概念",
          "count": 2,
          "reps": [
            "一鸣食品",
            "均瑶健康"
          ]
        },
        {
          "theme": "冷链物流",
          "count": 2,
          "reps": [
            "一鸣食品",
            "原尚股份"
          ]
        },
        {
          "theme": "饮料制造",
          "count": 2,
          "reps": [
            "一鸣食品",
            "均瑶健康"
          ]
        },
        {
          "theme": "乳品",
          "count": 2,
          "reps": [
            "一鸣食品",
            "均瑶健康"
          ]
        },
        {
          "theme": "轻工制造",
          "count": 2,
          "reps": [
            "爱丽家居",
            "英联股份"
          ]
        },
        {
          "theme": "教育",
          "count": 2,
          "reps": [
            "传智教育",
            "学大教育"
          ]
        },
        {
          "theme": "教育Ⅲ",
          "count": 2,
          "reps": [
            "传智教育",
            "学大教育"
          ]
        },
        {
          "theme": "化债概念(AMC概念)",
          "count": 2,
          "reps": [
            "亿利达",
            "华光环能"
          ]
        },
        {
          "theme": "通用设备",
          "count": 2,
          "reps": [
            "亿利达",
            "新芝生物"
          ]
        },
        {
          "theme": "跨境电商",
          "count": 2,
          "reps": [
            "均瑶健康",
            "返利科技"
          ]
        },
        {
          "theme": "区块链",
          "count": 2,
          "reps": [
            "双星新材",
            "普联软件"
          ]
        },
        {
          "theme": "腾讯概念",
          "count": 2,
          "reps": [
            "广电电气",
            "泛微网络"
          ]
        },
        {
          "theme": "输变电设备",
          "count": 2,
          "reps": [
            "广电电气",
            "昊创瑞通"
          ]
        },
        {
          "theme": "华为鲲鹏",
          "count": 2,
          "reps": [
            "普联软件",
            "税友股份"
          ]
        },
        {
          "theme": "数据要素",
          "count": 2,
          "reps": [
            "普联软件",
            "税友股份"
          ]
        },
        {
          "theme": "网络安全",
          "count": 2,
          "reps": [
            "普联软件",
            "天溯计量"
          ]
        },
        {
          "theme": "软件开发",
          "count": 2,
          "reps": [
            "普联软件",
            "泛微网络"
          ]
        },
        {
          "theme": "底盘与发动机系统",
          "count": 2,
          "reps": [
            "浙江世宝",
            "纳百川"
          ]
        },
        {
          "theme": "云办公",
          "count": 2,
          "reps": [
            "苏州科达",
            "泛微网络"
          ]
        },
        {
          "theme": "智能穿戴",
          "count": 2,
          "reps": [
            "苏州科达",
            "德明利"
          ]
        },
        {
          "theme": "百度概念",
          "count": 2,
          "reps": [
            "返利科技",
            "江淮汽车"
          ]
        },
        {
          "theme": "预制菜",
          "count": 2,
          "reps": [
            "海欣食品",
            "西安饮食"
          ]
        },
        {
          "theme": "福建自贸区",
          "count": 2,
          "reps": [
            "海欣食品",
            "学大教育"
          ]
        },
        {
          "theme": "海峡两岸",
          "count": 2,
          "reps": [
            "海欣食品",
            "学大教育"
          ]
        },
        {
          "theme": "工业互联网",
          "count": 2,
          "reps": [
            "江淮汽车",
            "海阳科技"
          ]
        },
        {
          "theme": "飞行汽车(eVTOL)",
          "count": 2,
          "reps": [
            "江淮汽车",
            "文灿股份"
          ]
        },
        {
          "theme": "PPP概念",
          "count": 2,
          "reps": [
            "华建集团",
            "华光环能"
          ]
        },
        {
          "theme": "智能物流",
          "count": 2,
          "reps": [
            "原尚股份",
            "海兴电力"
          ]
        },
        {
          "theme": "草甘膦",
          "count": 1,
          "reps": [
            "利尔化学"
          ]
        },
        {
          "theme": "环保",
          "count": 1,
          "reps": [
            "神雾节能"
          ]
        },
        {
          "theme": "环保设备",
          "count": 1,
          "reps": [
            "神雾节能"
          ]
        },
        {
          "theme": "环保设备Ⅲ",
          "count": 1,
          "reps": [
            "神雾节能"
          ]
        },
        {
          "theme": "长三角一体化",
          "count": 1,
          "reps": [
            "一鸣食品"
          ]
        },
        {
          "theme": "瓷砖地板",
          "count": 1,
          "reps": [
            "爱丽家居"
          ]
        },
        {
          "theme": "车身附件及饰件",
          "count": 1,
          "reps": [
            "明新旭腾"
          ]
        },
        {
          "theme": "线缆部件及其他",
          "count": 1,
          "reps": [
            "金龙羽"
          ]
        },
        {
          "theme": "硅基负极",
          "count": 1,
          "reps": [
            "金龙羽"
          ]
        },
        {
          "theme": "海工装备",
          "count": 1,
          "reps": [
            "亿利达"
          ]
        },
        {
          "theme": "制冷空调设备",
          "count": 1,
          "reps": [
            "亿利达"
          ]
        },
        {
          "theme": "幽门螺杆菌概念",
          "count": 1,
          "reps": [
            "均瑶健康"
          ]
        },
        {
          "theme": "软饮料",
          "count": 1,
          "reps": [
            "均瑶健康"
          ]
        },
        {
          "theme": "含乳饮料",
          "count": 1,
          "reps": [
            "均瑶健康"
          ]
        },
        {
          "theme": "OLED",
          "count": 1,
          "reps": [
            "双星新材"
          ]
        },
        {
          "theme": "柔性屏(折叠屏)",
          "count": 1,
          "reps": [
            "双星新材"
          ]
        },
        {
          "theme": "膜材料",
          "count": 1,
          "reps": [
            "双星新材"
          ]
        },
        {
          "theme": "普钢",
          "count": 1,
          "reps": [
            "柳钢股份"
          ]
        },
        {
          "theme": "ERP概念",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "跨境支付(CIPS)",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "垂直应用软件",
          "count": 1,
          "reps": [
            "普联软件"
          ]
        },
        {
          "theme": "京津冀一体化",
          "count": 1,
          "reps": [
            "香江控股"
          ]
        },
        {
          "theme": "商业物业经营",
          "count": 1,
          "reps": [
            "香江控股"
          ]
        },
        {
          "theme": "小米汽车",
          "count": 1,
          "reps": [
            "浙江世宝"
          ]
        },
        {
          "theme": "线控系统",
          "count": 1,
          "reps": [
            "浙江世宝"
          ]
        },
        {
          "theme": "时空大数据",
          "count": 1,
          "reps": [
            "苏州科达"
          ]
        },
        {
          "theme": "量子科技",
          "count": 1,
          "reps": [
            "苏州科达"
          ]
        },
        {
          "theme": "人脸识别",
          "count": 1,
          "reps": [
            "苏州科达"
          ]
        },
        {
          "theme": "虚拟现实",
          "count": 1,
          "reps": [
            "苏州科达"
          ]
        },
        {
          "theme": "安防",
          "count": 1,
          "reps": [
            "苏州科达"
          ]
        },
        {
          "theme": "计算机设备",
          "count": 1,
          "reps": [
            "苏州科达"
          ]
        },
        {
          "theme": "其他计算机设备",
          "count": 1,
          "reps": [
            "苏州科达"
          ]
        },
        {
          "theme": "通信",
          "count": 1,
          "reps": [
            "苏州科达"
          ]
        },
        {
          "theme": "苹果概念",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "小红书概念",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "拼多多概念",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "数字媒体",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "Kimi",
          "count": 1,
          "reps": [
            "返利科技"
          ]
        },
        {
          "theme": "免税店",
          "count": 1,
          "reps": [
            "南宁百货"
          ]
        },
        {
          "theme": "农村电商",
          "count": 1,
          "reps": [
            "南宁百货"
          ]
        },
        {
          "theme": "人造肉",
          "count": 1,
          "reps": [
            "海欣食品"
          ]
        },
        {
          "theme": "食品加工制造",
          "count": 1,
          "reps": [
            "海欣食品"
          ]
        },
        {
          "theme": "预加工食品",
          "count": 1,
          "reps": [
            "海欣食品"
          ]
        },
        {
          "theme": "体育产业",
          "count": 1,
          "reps": [
            "学大教育"
          ]
        },
        {
          "theme": "福建本地股",
          "count": 1,
          "reps": [
            "学大教育"
          ]
        },
        {
          "theme": "C2M概念",
          "count": 1,
          "reps": [
            "舍得酒业"
          ]
        },
        {
          "theme": "二线酒企",
          "count": 1,
          "reps": [
            "舍得酒业"
          ]
        },
        {
          "theme": "蚂蚁集团概念",
          "count": 1,
          "reps": [
            "税友股份"
          ]
        },
        {
          "theme": "IT服务",
          "count": 1,
          "reps": [
            "税友股份"
          ]
        },
        {
          "theme": "IT服务Ⅲ",
          "count": 1,
          "reps": [
            "税友股份"
          ]
        },
        {
          "theme": "SaaS",
          "count": 1,
          "reps": [
            "税友股份"
          ]
        },
        {
          "theme": "通义千问",
          "count": 1,
          "reps": [
            "税友股份"
          ]
        },
        {
          "theme": "猴痘概念",
          "count": 1,
          "reps": [
            "海南海药"
          ]
        },
        {
          "theme": "维生素",
          "count": 1,
          "reps": [
            "海南海药"
          ]
        },
        {
          "theme": "细胞免疫治疗",
          "count": 1,
          "reps": [
            "海南海药"
          ]
        },
        {
          "theme": "海南自贸区",
          "count": 1,
          "reps": [
            "海南海药"
          ]
        },
        {
          "theme": "脑机接口",
          "count": 1,
          "reps": [
            "海南海药"
          ]
        },
        {
          "theme": "基因测序",
          "count": 1,
          "reps": [
            "新芝生物"
          ]
        },
        {
          "theme": "仪器仪表",
          "count": 1,
          "reps": [
            "新芝生物"
          ]
        },
        {
          "theme": "独角兽概念",
          "count": 1,
          "reps": [
            "西安饮食"
          ]
        },
        {
          "theme": "餐饮",
          "count": 1,
          "reps": [
            "西安饮食"
          ]
        },
        {
          "theme": "中俄贸易概念",
          "count": 1,
          "reps": [
            "英联股份"
          ]
        },
        {
          "theme": "宠物经济",
          "count": 1,
          "reps": [
            "英联股份"
          ]
        },
        {
          "theme": "包装印刷",
          "count": 1,
          "reps": [
            "英联股份"
          ]
        },
        {
          "theme": "包装",
          "count": 1,
          "reps": [
            "英联股份"
          ]
        },
        {
          "theme": "工业母机",
          "count": 1,
          "reps": [
            "弘元绿能"
          ]
        },
        {
          "theme": "硅料硅片",
          "count": 1,
          "reps": [
            "弘元绿能"
          ]
        },
        {
          "theme": "换电概念",
          "count": 1,
          "reps": [
            "江淮汽车"
          ]
        },
        {
          "theme": "智能座舱",
          "count": 1,
          "reps": [
            "江淮汽车"
          ]
        },
        {
          "theme": "商用载货车",
          "count": 1,
          "reps": [
            "江淮汽车"
          ]
        },
        {
          "theme": "eVTOL飞行器",
          "count": 1,
          "reps": [
            "江淮汽车"
          ]
        },
        {
          "theme": "动力系统",
          "count": 1,
          "reps": [
            "江淮汽车"
          ]
        },
        {
          "theme": "石墨电极",
          "count": 1,
          "reps": [
            "中国宝安"
          ]
        },
        {
          "theme": "土地流转",
          "count": 1,
          "reps": [
            "中国宝安"
          ]
        },
        {
          "theme": "农机",
          "count": 1,
          "reps": [
            "中国宝安"
          ]
        },
        {
          "theme": "石墨烯",
          "count": 1,
          "reps": [
            "中国宝安"
          ]
        },
        {
          "theme": "3D打印",
          "count": 1,
          "reps": [
            "中国宝安"
          ]
        },
        {
          "theme": "无线充电",
          "count": 1,
          "reps": [
            "中国宝安"
          ]
        },
        {
          "theme": "负极材料",
          "count": 1,
          "reps": [
            "中国宝安"
          ]
        },
        {
          "theme": "中马经济一体化",
          "count": 1,
          "reps": [
            "中国宝安"
          ]
        },
        {
          "theme": "富锂锰基",
          "count": 1,
          "reps": [
            "中国宝安"
          ]
        },
        {
          "theme": "传感器",
          "count": 1,
          "reps": [
            "大明电子"
          ]
        },
        {
          "theme": "两轮车",
          "count": 1,
          "reps": [
            "文灿股份"
          ]
        },
        {
          "theme": "房屋检测",
          "count": 1,
          "reps": [
            "华建集团"
          ]
        },
        {
          "theme": "地下管网",
          "count": 1,
          "reps": [
            "华建集团"
          ]
        },
        {
          "theme": "雄安新区",
          "count": 1,
          "reps": [
            "华建集团"
          ]
        },
        {
          "theme": "工程咨询服务",
          "count": 1,
          "reps": [
            "华建集团"
          ]
        },
        {
          "theme": "低空基建",
          "count": 1,
          "reps": [
            "华建集团"
          ]
        },
        {
          "theme": "专用设备",
          "count": 1,
          "reps": [
            "和泰机电"
          ]
        },
        {
          "theme": "能源及重型设备",
          "count": 1,
          "reps": [
            "和泰机电"
          ]
        },
        {
          "theme": "综合",
          "count": 1,
          "reps": [
            "特  力Ａ"
          ]
        },
        {
          "theme": "综合Ⅲ",
          "count": 1,
          "reps": [
            "特  力Ａ"
          ]
        },
        {
          "theme": "统一大市场",
          "count": 1,
          "reps": [
            "原尚股份"
          ]
        },
        {
          "theme": "交通运输",
          "count": 1,
          "reps": [
            "原尚股份"
          ]
        },
        {
          "theme": "物流",
          "count": 1,
          "reps": [
            "原尚股份"
          ]
        },
        {
          "theme": "物流Ⅲ",
          "count": 1,
          "reps": [
            "原尚股份"
          ]
        },
        {
          "theme": "厨卫电器",
          "count": 1,
          "reps": [
            "火星人"
          ]
        },
        {
          "theme": "厨卫电器Ⅲ",
          "count": 1,
          "reps": [
            "火星人"
          ]
        },
        {
          "theme": "三线酒企",
          "count": 1,
          "reps": [
            "金徽酒"
          ]
        },
        {
          "theme": "化学纤维",
          "count": 1,
          "reps": [
            "海阳科技"
          ]
        },
        {
          "theme": "其他纤维",
          "count": 1,
          "reps": [
            "海阳科技"
          ]
        },
        {
          "theme": "华为盘古",
          "count": 1,
          "reps": [
            "泛微网络"
          ]
        },
        {
          "theme": "2026中报预增",
          "count": 1,
          "reps": [
            "泛微网络"
          ]
        },
        {
          "theme": "横向通用软件",
          "count": 1,
          "reps": [
            "泛微网络"
          ]
        },
        {
          "theme": "其他社会服务",
          "count": 1,
          "reps": [
            "天溯计量"
          ]
        },
        {
          "theme": "专业服务",
          "count": 1,
          "reps": [
            "天溯计量"
          ]
        },
        {
          "theme": "中芯国际概念",
          "count": 1,
          "reps": [
            "德明利"
          ]
        },
        {
          "theme": "电子",
          "count": 1,
          "reps": [
            "德明利"
          ]
        },
        {
          "theme": "长江存储",
          "count": 1,
          "reps": [
            "德明利"
          ]
        },
        {
          "theme": "垃圾分类",
          "count": 1,
          "reps": [
            "华光环能"
          ]
        },
        {
          "theme": "碳交易",
          "count": 1,
          "reps": [
            "华光环能"
          ]
        },
        {
          "theme": "土壤修复",
          "count": 1,
          "reps": [
            "华光环能"
          ]
        },
        {
          "theme": "生物质能发电",
          "count": 1,
          "reps": [
            "华光环能"
          ]
        },
        {
          "theme": "污水处理",
          "count": 1,
          "reps": [
            "华光环能"
          ]
        },
        {
          "theme": "公用事业",
          "count": 1,
          "reps": [
            "华光环能"
          ]
        },
        {
          "theme": "热力",
          "count": 1,
          "reps": [
            "华光环能"
          ]
        },
        {
          "theme": "绿色氢氨醇",
          "count": 1,
          "reps": [
            "华光环能"
          ]
        },
        {
          "theme": "中越经济一体化",
          "count": 1,
          "reps": [
            "华光环能"
          ]
        },
        {
          "theme": "电气自控设备",
          "count": 1,
          "reps": [
            "海兴电力"
          ]
        },
        {
          "theme": "上海自贸区",
          "count": 1,
          "reps": [
            "陆家嘴"
          ]
        }
      ],
      "emotion_quality": {
        "n": 52,
        "early": 40,
        "early_pct": 76.92307692307693,
        "one_word": 0,
        "oneword_pct": 0.0,
        "rotten": 23,
        "rotten_pct": 44.230769230769226,
        "avg_seal": 0.7959663761538462,
        "ladder": "最高8板，缺7板梯队（断层，高度拓展脆弱）"
      }
    },
    "指数行情与量能": {
      "date": "2026-07-30",
      "indices": {},
      "charts": {
        "auction": {
          "labels": [
            "07-24",
            "07-27",
            "07-28",
            "07-29",
            "07-30"
          ],
          "series": {
            "创业板指": [
              22.91,
              23.64,
              36.2,
              17.83,
              20.3
            ],
            "科创50": [
              9.71,
              8.77,
              12.46,
              10.05,
              6.75
            ]
          },
          "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": []
    }
  },
  "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,
    "bomb_rate_high": 0.5,
    "sector_continuity_strong": 0.5,
    "sector_continuity_mid": 0.3,
    "include_ma5": true
  },
  "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。"
  },
  "slot_schema": {
    "dashboard": [
      "mood",
      "volume",
      "mainline",
      "limit_up",
      "limit_down",
      "bomb_rate",
      "up_ratio",
      "comment"
    ],
    "opening": [
      "summary"
    ],
    "mainline": [
      "items"
    ]
  },
  "data_health": {
    "skipped_modules": [],
    "failed_modules": [],
    "degraded_modules": [
      "指数行情与量能"
    ],
    "quota_exhausted": false,
    "notice": ""
  }
}