{
"date": "2026-08-03",
"schema_version": 2,
"data_markdown": "## 主力资金流向\n\n## 主力资金流向\n\n> **全市场主力净流入**：+19.13亿（上证指数，当日涨幅 +1.76%）；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| 新能源 | +27.45亿 | +2.81% | +2.51% |\n| 核能核电 | +26.34亿 | +3.16% | +3.32% |\n| 商业航天 | +21.58亿 | +1.47% | +2.11% |\n| 可控核聚变 | +12.00亿 | +2.12% | +2.80% |\n| HJT电池 | +10.59亿 | +5.48% | +2.04% |\n| BC电池 | +8.08亿 | +5.08% | +1.35% |\n| 抽水蓄能 | +7.98亿 | +3.32% | +2.99% |\n| 东北振兴 | +7.85亿 | +5.38% | +1.77% |\n| 氢能源 | +7.65亿 | +0.82% | +1.64% |\n| 绿色电力 | +7.58亿 | +1.11% | +2.33% |\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| 风华高科(000636) | +3.54亿 | +3.85% | +5.29% |\n| 美利云(000815) | +2.20亿 | +14.39% | +10.01% |\n| 西部材料(002149) | +2.18亿 | +12.97% | +7.38% |\n| 中超控股(002471) | +2.07亿 | +17.34% | +9.65% |\n| 顺络电子(002138) | +2.06亿 | +9.70% | +1.66% |\n| 铖昌科技(001270) | +2.05亿 | +15.71% | +7.93% |\n| 神剑股份(002361) | +1.71亿 | +30.89% | +10.03% |\n| 融发核电(002366) | +1.64亿 | +24.06% | +9.93% |\n| 江特电机(002176) | +1.53亿 | +28.24% | +9.99% |\n| 通宇通讯(002792) | +1.50亿 | +28.76% | +10.02% |\n\n> 机构主战场参考：主力净流入居前且上涨 → 机构主动做多；净流出居前且下跌 → 机构派发（与 AI 研判「放量核心票资金态度」互为印证）。\n\n\n---\n\n## 成交额前10个股\n\n## 当日成交额前 10 个股\n\n| 排名 | 代码 | 名称 | 成交额(亿) | 涨跌幅 | 换手率 | 最新价 |\n| --- | --- | --- | --- | --- | --- | --- |\n| 1 | 688825 | 长鑫科技 | 299.89 | +1.89% | 12.39% | 54.99 |\n| 2 | 300308 | 中际旭创 | 291.44 | +0.05% | 2.90% | 902.50 |\n| 3 | 603986 | 兆易创新 | 230.33 | -10.00% | 9.83% | 340.74 |\n| 4 | 300502 | 新易盛 | 158.85 | -0.49% | 3.23% | 394.08 |\n| 5 | 688256 | 寒武纪 | 146.00 | -7.05% | 2.23% | 1028.00 |\n| 6 | 002384 | 东山精密 | 133.93 | -5.06% | 5.83% | 162.81 |\n| 7 | 300058 | 蓝色光标 | 120.15 | +2.58% | 23.48% | 14.72 |\n| 8 | 688012 | 中微公司 | 113.15 | -9.93% | 3.74% | 309.85 |\n| 9 | 600176 | 中国巨石 | 107.34 | -9.99% | 7.74% | 34.06 |\n| 10 | 002475 | 立讯精密 | 100.69 | -6.56% | 2.54% | 53.71 |\n\n> **成交额要点**：\n>\n> 资金高度集中于头部三股，占前十大成交近半，显示交投呈强分化格局；但前十中下跌家数明显占优，仅3只上涨，资金集中并未扭转整体偏空的盘面情绪。\n\n\n\n---\n\n## 市场广度\n\n## 上涨和下跌情况表\n\n| 指标 | 今日数值 | 占比 | 说明 |\n| --- | --- | --- | --- |\n| **上涨家数** | **4005** | 73.2% | 全市场上涨个股数 |\n| **下跌家数** | **1466** | 26.8% | 全市场下跌个股数 |\n| 上涨/下跌比 | **2.73** | — | >1 偏多，<1 偏空 |\n\n> **赚钱效应**：涨跌比2.73，超七成个股上涨，赚钱效应明显，呈普涨格局。 📈\n\n> 下方「市场广度」组合图（上涨/下跌堆叠柱 + 涨跌比折线）由 ECharts 渲染，可悬浮查看数值。\n\n\n\n---\n\n## 板块跌幅排行\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| 国家大基金持股 | -4.49% | -15.10% | -7.10% |\n| 中芯国际概念 | -3.81% | -13.24% | -5.32% |\n| 存储芯片 | -3.15% | -12.78% | -5.63% |\n| 光刻机 | -2.67% | — | — |\n| 先进封装 | -2.29% | -11.12% | — |\n| 科创次新股 | — | -12.63% | -9.90% |\n| 减肥药 | — | — | -4.82% |\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## 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| 共享单车 | +3.97% | — | — | — |\n| 光热发电 | +3.21% | — | — | — |\n| 柔性直流输电 | +2.99% | — | — | — |\n| 可控核聚变 | +2.88% | — | — | — |\n| 地下管网 | +2.82% | — | — | — |\n| 抽水蓄能 | +2.78% | — | — | — |\n| 太赫兹 | +2.71% | — | — | — |\n| 成飞概念 | +2.69% | — | — | — |\n| 核电 | +2.68% | — | — | — |\n| 航空发动机 | +2.67% | — | — | — |\n| 兵装重组概念 | — | — | +14.49% | — |\n| 金属锌 | — | — | +13.12% | — |\n| 金属铅 | — | — | +12.79% | — |\n| 赛马概念 | — | — | +11.99% | — |\n| 举牌 | — | — | +11.48% | — |\n| 乳业 | — | +10.93% | — | — |\n| ERP概念 | — | — | +10.64% | — |\n| 财税数字化 | — | +10.43% | +12.22% | — |\n| 金属铜 | — | — | +10.39% | — |\n| AI视频 | — | +9.62% | — | — |\n| DRG/DIP | — | +9.46% | — | — |\n| Web3.0 | — | +9.26% | +11.15% | — |\n| NFT概念 | — | +9.05% | — | — |\n| 短剧游戏 | — | +8.88% | — | — |\n| 华为盘古 | — | +8.75% | — | — |\n| AI语料 | — | +8.75% | — | — |\n| 快手概念 | — | +8.69% | +10.83% | — |\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## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 75 只）\n\n### 6连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) | 封单(亿) |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| ⚡传智教育 | 003032 | 9.69 | 9.99% | 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 | 1.99 |\n\n### 5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 | 21.31 | 10.02% | 食品饮料 | 乳业、三胎概念、冷链物流 | 乳业+烘焙食品+冷链物流 | 0.35 |\n\n### 4连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) | 封单(亿) |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 高争民爆 | 002827 | 38.06 | 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 | 1.27 |\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| 神雾节能 | 000820 | 3.87 | 9.94% | 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 | 0.10 |\n\n### 二连板（13 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) | 封单(亿) |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 中大力德 | 002896 | 71.76 | 9.99% | 机械设备 | 减速器、人形机器人、新型工业化 | 人形机器人+精密减速器+海外布局 | 2.12 |\n| 立航科技 | 603261 | 49.93 | 10.00% | 机械设备 | 成飞概念、大飞机、军民融合 | 可控核聚变+军工+飞机地面保障设备 | 0.34 |\n| 欧克科技 | 001223 | 36.17 | 10.01% | 机械设备 | PCB概念、消费电子概念、PET铜箔 | PCB设备+PI膜+薄膜材料 | 0.56 |\n| 中岩大地 | 003001 | 21.16 | 9.98% | 建筑装饰 | 土壤修复、水利、装配式建筑 | 核电+可控核聚变+拟收购PCB刀具+岩土工程 | 0.76 |\n| ⚡德龙汇能 | 000593 | 18.61 | 9.99% | 公用事业 | 青蒿素、信托概念、天然气 | 举牌+天然气+氢能 | 1.10 |\n| 美利云 | 000815 | 16.70 | 10.01% | 计算机 | 算力租赁、云计算、国资云 | 算力租赁+东数西算+央企 | 0.94 |\n| 豪尔赛 | 002963 | 14.54 | 9.98% | 建筑装饰 | 智慧灯杆、数字孪生、新型城镇化 | 液冷服务器+智慧灯杆+照明工程 | 0.63 |\n| 锦和商管 | 603682 | 10.56 | 10.00% | 商业贸易 | 租售同权、物业管理、新型城镇化 | 城市更新+出租率修复+轻资产运营 | 0.21 |\n| 盈峰环境 | 000967 | 8.64 | 10.06% | 公用事业 | 算力租赁、云计算、智能电网 | 回购+算力租赁+机器人+环卫装备 | 0.99 |\n| 恒银科技 | 603106 | 8.22 | 10.04% | 计算机 | 互联网金融、区块链、鸿蒙概念 | AI应用+金融信创+全球化 | 0.58 |\n| ◉天娱数科 | 002354 | 7.16 | 9.98% | 广告营销 | AI视频、虚拟数字人、AI语料 | AI营销+具身智能数据集+3D视觉+算力租赁 | 2.49 |\n| 新能股份 | 000595 | 5.96 | 9.96% | 公用事业 | 风电、储能、西部大开发 | 风光储+控股股东增持完成+扣非扭亏+宁夏国资 | 0.65 |\n| 利欧股份 | 002131 | 5.13 | 10.09% | 机械设备 | 快手概念、小红书概念、多模态AI | AI营销+液冷泵+核电+业绩补偿进展 | 1.98 |\n\n### 首板（58 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| 富瀚微 | 300613 | 67.48 | 20.01% | 电子 | 汽车芯片、芯片概念、智能音箱 | 中报预增+端侧AI+机器人+视觉芯片 | 1.45 |\n| 凯旺科技 | 301182 | 60.98 | 19.99% | 计算机 | 光纤概念、铜缆高速连接、消费电子概念 | 机器人+AI算力+连接器 | 0.65 |\n| 凯迪股份 | 605288 | 60.06 | 10.00% | 机械设备 | 新能源汽车、智能家居、人民币贬值受益 | 机器人+智能线性驱动+新能源汽车 | 0.27 |\n| 百合花 | 603823 | 51.48 | 10.00% | 基础化工 | 光刻胶、PEEK材料、钠离子电池 | 光刻胶颜料+有机颜料龙头+PEEK材料+超跌反弹 | 0.26 |\n| 瑞迪智驱 | 301596 | 49.82 | 19.99% | 机械设备 | 减速器、人形机器人、新型工业化 | 人形机器人+谐波减速机+电磁制动器 | 0.63 |\n| 胜通能源 | 001331 | 42.81 | 9.99% | 公用事业 | 天然气、股权转让(并购重组)、公用事业 | 机器人+具身智能+LNG运贸 | 0.90 |\n| 养元饮品 | 603156 | 42.60 | 9.99% | 食品饮料 | 创投、超级品牌、高股息精选 | 间接持有长江存储股权+创投+植物蛋白饮料 | 0.50 |\n| 云中马 | 603130 | 41.72 | 9.99% | 纺织服装 | 共同富裕示范区、纺织服饰、纺织制造 | 股份回购+革基布龙头+入股商业卫星+定增获批 | 0.15 |\n| 魅视科技 | 001229 | 34.98 | 10.00% | 计算机 | 军工信息化、智慧城市、智慧政务 | AI应用+边缘计算+超跌反弹 | 0.81 |\n| 福莱新材 | 605488 | 26.98 | 9.99% | 塑料 | 人形机器人、传感器、机器人概念 | 人形机器人+电子皮肤+涂布材料龙头 | 0.31 |\n| 国投中鲁 | 600962 | 26.77 | 9.98% | 农林牧渔 | 房屋检测、人民币贬值受益、芯片概念 | 重大资产重组+半导体+浓缩果蔬汁+央企 | 0.53 |\n| 通宇通讯 | 002792 | 26.14 | 10.02% | 通信 | 6G概念、卫星导航、F5G概念 | 商业航天+卫星通信+基站天线+光模块 | 1.02 |\n| 铭普光磁 | 002902 | 22.88 | 10.00% | 通信 | F5G概念、共封装光学(CPO)、铜缆高速连接 | 定增扩产+800G光模块+AI磁性元器件+业绩减亏 | 0.48 |\n| 汇得科技 | 603192 | 21.88 | 10.01% | 基础化工 | 汽车热管理、专精特新、新能源汽车 | 聚氨酯+机器人材料+新能源电池制件 | 0.53 |\n| 中国科传 | 601858 | 21.76 | 10.01% | 传媒 | 国资云、知识产权保护、中字头股票 | AI应用+数字教育+出版+央企 | 0.39 |\n| 元利科技 | 603217 | 21.29 | 10.03% | 基础化工 | 可降解塑料、合成生物、专精特新 | 光稳定剂+固态电池+二元醇项目 | 0.48 |\n| 吉宏股份 | 002803 | 19.25 | 10.00% | 互联网电 | 抖音概念(字节概念)、华为盘古、云计算 | AI应用+跨境社交电商+阿里云合作 | 0.28 |\n| 合锻智能 | 603011 | 18.60 | 9.99% | 机械设备 | 可控核聚变、食品安全、核电 | 可控核聚变+PCB层压机+高端成形机床 | 1.30 |\n| 长缆科技 | 002879 | 17.88 | 10.03% | 电力设备 | 柔性直流输电、智能电网、核电 | 回购增持+液冷散热+电缆附件 | 0.85 |\n| 威尔泰 | 002058 | 16.94 | 10.00% | 电力设备 | 股权转让(并购重组)、创投、长安汽车概念 | 铝塑膜+电池上游+汽车检具+摘帽 | 0.20 |\n| 华电辽能 | 600396 | 15.51 | 10.00% | 公用事业 | 超超临界发电、绿色电力、碳交易 | 火电+用电负荷新高+央企 | 3.13 |\n| 咸亨国际 | 605056 | 14.81 | 10.03% | 机械设备 | 高端装备、军工、无人机 | 机器人概念+具身智能+电网MRO | 0.44 |\n| 华菱线缆 | 001208 | 14.66 | 9.98% | 电力设备 | 卫星导航、商业航天、军工 | 商业航天+并购重组+机器人+湖南国资 | 0.79 |\n| 麒盛科技 | 603610 | 14.50 | 10.02% | 轻工制造 | 传感器、智能家居、人民币贬值受益 | AI睡眠智能体+脑机接口+智能电动床 | 0.71 |\n| 利柏特 | 605167 | 14.40 | 10.01% | 建筑装饰 | 新型工业化、氢能源、中俄贸易概念 | 核电模块+回购+员工持股 | 0.68 |\n| 宜宾纸业 | 600793 | 14.18 | 10.01% | 轻工制造 | 西部大开发、国企改革、食品安全 | 造纸+醋酸纤维素+竹基新材料+宜宾国资 | 0.66 |\n| 江苏神通 | 002438 | 13.97 | 10.00% | 机械设备 | 航空发动机、无人机、商业航天 | 核电+半导体+AI应用+氢能 | 1.17 |\n| 通威股份 | 600438 | 12.85 | 10.02% | 电力设备 | 硅能源、HJT电池、BC电池 | 光伏龙头+HJT电池+高纯晶硅+海外组件放量 | 1.14 |\n| 如通股份 | 603036 | 12.76 | 10.00% | 机械设备 | 天然气、俄乌冲突概念、机械设备 | 油气钻采+天然气+轨交业务 | 0.36 |\n| 康普顿 | 603798 | 12.44 | 9.99% | 炼化及贸 | 氢能源、燃料电池、军民融合 | 润滑油+氢能催化剂+军工认证 | 0.34 |\n| 中国核建 | 601611 | 11.61 | 10.05% | 建筑装饰 | 可控核聚变、核电、智能电网 | 核电工程+央企 | 2.75 |\n| 顺钠股份 | 000533 | 11.45 | 9.99% | 电力设备 | 百度概念、智能电网、阿里巴巴概念 | 干式变压器+数据中心+核电+控制权变更预期 | 1.09 |\n| 福莱特 | 601865 | 11.09 | 10.02% | 电力设备 | 光伏概念、一带一路、长三角一体化 | 光伏玻璃+减供稳价+H股回购 | 1.00 |\n| 煌上煌 | 002695 | 10.71 | 9.96% | 食品饮料 | 预制菜、冷链物流、宠物经济 | 冻干食品+AI数智化+回购+半年报预增 | 0.39 |\n| 久盛电气 | 301082 | 10.62 | 20.00% | 电力设备 | 光热发电、核电、储能 | 核电+油井加热电缆+特种电缆 | 0.46 |\n| ⚡欣天科技 | 300615 | 10.43 | 20.02% | 通信 | 5G、充电桩、新能源汽车 | 控制权变更+高溢价转让+通信射频+新能源 | 2.45 |\n| 乐山电力 | 600644 | 10.29 | 10.05% | 公用事业 | 绿色电力、虚拟电厂、天然气 | 电力+新型储能+天然气 | 0.44 |\n| 神剑股份 | 002361 | 10.09 | 10.03% | 塑料 | 航空发动机、卫星导航、军民融合 | 商业航天+北斗导航+聚酯树脂+芜湖国资 | 0.97 |\n| 深南电A | 000037 | 10.08 | 10.04% | 公用事业 | 固废处理、核电、储能 | 电力+中报扭亏+综合能源服务 | 0.80 |\n| 国晟科技 | 603778 | 9.94 | 9.96% | 电力设备 | 硅能源、PPP概念、新型城镇化 | 光伏电池组件+虚拟电厂+双主业 | 1.18 |\n| 汇金通 | 603577 | 9.87 | 10.03% | 电力设备 | 光热发电、核电、特高压 | 特高压+电网设备+核电 | 0.46 |\n| 江特电机 | 002176 | 9.03 | 9.99% | 电力设备 | 小金属概念、固态电池、锂电池概念 | 机器人+锂矿+回购注销 | 0.91 |\n| 济民健康 | 603222 | 7.88 | 10.06% | 医药生物 | 幽门螺杆菌概念、创新药、医美概念 | 创新药+跨界芯片+资产收购推进 | 0.50 |\n| 长城电工 | 600192 | 7.22 | 10.06% | 电力设备 | 智能电网、风电、充电桩 | 核电+资产剥离+输变电设备+国企改革 | 0.38 |\n| 君禾股份 | 603617 | 6.81 | 10.02% | 机械设备 | 水利、共同富裕示范区、跨境电商 | 液冷泵+家用水泵出口+池底清洁器 | 0.17 |\n| 阳光股份 | 000608 | 6.71 | 10.00% | 房地产 | 租售同权、物业管理、西部大开发 | 商业物业经营+数字园区 | 0.18 |\n| 新大洲A | 000571 | 6.45 | 10.07% | 煤炭 | 海南自贸区、上海自贸区、成飞概念 | 煤炭+长焰煤+海南自贸区 | 0.38 |\n| 融发核电 | 002366 | 6.31 | 9.93% | 电力设备 | 超超临界发电、风电、核电 | 核电+可控核聚变+国企改革 | 1.02 |\n| 百利电气 | 600468 | 6.22 | 10.09% | 电力设备 | 柔性直流输电、智能电网、风电 | 可控核聚变+超导+电网设备+天津国资 | 0.96 |\n| 裕兴股份 | 300305 | 6.06 | 20.00% | 塑料 | PET铜箔、OLED、BC电池 | MLCC离型膜+PCB概念+光学聚酯薄膜 | 0.20 |\n| 凯恩股份 | 002012 | 6.06 | 9.98% | 轻工制造 | 储能、烟草、数据要素 | 特种纸+烟草+海外业务 | 0.40 |\n| 北投科技 | 600936 | 5.84 | 9.98% | 计算机 | 5G、机器人概念、数字乡村 | AI应用+智慧交通+平陆运河+广西国资 | 0.69 |\n| 风范股份 | 601700 | 5.38 | 10.02% | 电力设备 | 智能电网、柔性直流输电、特高压 | 特高压+中报预增+国企改革 | 0.33 |\n| 奋达科技 | 002681 | 4.76 | 9.93% | 电子 | 减速器、人形机器人、机器人概念 | 人形机器人+AI陪伴机器人+智能穿戴 | 0.44 |\n| 沙钢股份 | 002075 | 4.11 | 9.89% | 特钢Ⅱ | 特钢概念、军工、无人机 | 特钢+军工+新能源车用钢 | 0.15 |\n| 新赛股份 | 600540 | 3.83 | 10.06% | 农林牧渔 | 粮食概念、土地流转、农业种植 | 棉花全产业链+棉籽蛋白+国企改革+一季报增长 | 0.48 |\n| 厦工股份 | 600815 | 3.20 | 9.97% | 机械设备 | 福建自贸区、职业教育、海峡两岸 | 工程机械+地下管网+厦门国资 | 0.28 |\n| 达实智能 | 002421 | 3.16 | 10.10% | 计算机 | 数字孪生、华为鲲鹏、人脸识别 | AI智能体+AIoT平台+半年报减亏 | 1.09 |\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| 储能 | 19 | 德龙汇能、盈峰环境、豪尔赛、神雾节能、新能股份、中国核建、百利电气、长缆科技 |\n| 机器人概念 | 18 | 天娱数科、传智教育、富瀚微、中大力德、福莱新材、达实智能、凯旺科技、盈峰环境 |\n| 核电 | 18 | 利柏特、中岩大地、盈峰环境、合锻智能、瑞迪智驱、汇金通、江苏神通、融发核电 |\n| 国企改革 | 17 | 高争民爆、美利云、风范股份、融发核电、新能股份、华菱线缆、中国核建、百利电气 |\n| 新能源汽车 | 16 | 欣天科技、中大力德、凯旺科技、盈峰环境、威尔泰、合锻智能、瑞迪智驱、华菱线缆 |\n| 军工 | 15 | 立航科技、合锻智能、江苏神通、融发核电、新能股份、华菱线缆、中国核建、康普顿 |\n| 西部大开发 | 14 | 德龙汇能、高争民爆、立航科技、美利云、瑞迪智驱、融发核电、新能股份、新赛股份 |\n| 光伏概念 | 14 | 神雾节能、风范股份、汇金通、新能股份、华菱线缆、国晟科技、顺钠股份、福莱特 |\n| 电力设备 | 14 | 风范股份、威尔泰、汇金通、融发核电、华菱线缆、百利电气、江特电机、长缆科技 |\n| 风电 | 14 | 瑞迪智驱、江苏神通、融发核电、新能股份、华菱线缆、中国核建、百利电气、江特电机 |\n\n## 板块归属（前一日 2026-07-31）同花顺概念涨停 Top10\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 人工智能 | 35 |\n| 华为概念 | 30 |\n| AI应用 | 29 |\n| 机器人概念 | 26 |\n| DeepSeek概念 | 25 |\n| AI智能体 | 25 |\n| AIGC概念 | 23 |\n| 数据要素 | 21 |\n| 芯片概念 | 20 |\n| 阿里巴巴概念 | 18 |\n\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 | 长鑫科技 | +1.89% | 电子-半导体-数字芯片设计 |\n| 2 | 利欧股份 | +10.09% | 机械设备-通用设备-其他通用设备 |\n| 3 | 兆易创新 | -10.00% | 电子-半导体-数字芯片设计 |\n| 4 | 德明利 | -9.56% | 电子-半导体-数字芯片设计 |\n| 5 | 蓝色光标 | +2.58% | 传媒-文化传媒-广告营销 |\n| 6 | 风华高科 | +5.29% | 电子-元件-被动元件 |\n| 7 | 华电辽能 | +10.00% | 公用事业-电力-火电 |\n| 8 | 天娱数科 | +9.98% | 传媒-文化传媒-广告营销 |\n| 9 | 美利云 | +10.01% | 通信-通信服务-通信应用增值服务 |\n| 10 | 卧龙电驱 | +8.90% | 电力设备-电机-电机Ⅲ |\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 | +1.89% | 电子-半导体-数字芯片设计 |\n| 2 | 利欧股份 | +10.09% | 机械设备-通用设备-其他通用设备 |\n| 3 | 德明利 | -9.56% | 电子-半导体-数字芯片设计 |\n| 4 | 蓝色光标 | +2.58% | 传媒-文化传媒-广告营销 |\n| 5 | 兆易创新 | -10.00% | 电子-半导体-数字芯片设计 |\n| 6 | 风华高科 | +5.29% | 电子-元件-被动元件 |\n| 7 | 中际旭创 | +0.05% | 通信-通信设备-通信网络设备及器件 |\n| 8 | 天娱数科 | +9.98% | 传媒-文化传媒-广告营销 |\n| 9 | 华电辽能 | +10.00% | 公用事业-电力-火电 |\n| 10 | 美利云 | +10.01% | 通信-通信服务-通信应用增值服务 |\n\n> **人气榜要点**：\n>\n> 今日市场注意力高度聚焦于半导体与AI应用方向，双榜共振个股中兆易创新、长鑫科技、德明利、风华高科等芯片产业链占据近半席位，天娱数科、蓝色光标则代表AI传媒应用主线。整体涨多跌少，资金围绕科技成长题材形成明显抱团，算力、电力等关联方向亦获联动关注。\n\n\n\n---\n\n## 指数行情与量能\n\n## 近 5 日成交额对比（主要指数并排）\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\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** | **83** | 占比 90.2% |\n| **跌停家数** | **9** | 占比 9.8% |\n| 涨跌比 | **9.22** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **17** | 连续涨停个股数 |\n| 市场高度 | **9** 板 | 最高连板天数 |\n| **炸板率** | **19.4%** | 炸板 20 家 /（涨停 83 + 炸板 20），封板强度反向指标 |\n\n> **情绪信号**：情绪显著回暖，涨停家数与涨跌比双高，连板梯队完整，市场高度达9板，赚钱效应强劲。📈；✅ 炸板率仅 19.4%，封板坚决\n\n> 下方「涨跌停情绪」组合图（涨停/跌停堆叠柱 + 涨跌比/连板/市场高度折线）由 ECharts 渲染，可悬浮查看数值。\n\n### 近 5 日涨跌停明细\n\n| 日期 | 涨停 | 跌停 | 涨跌比 | 连板数 | 高度(板) |\n| --- | --- | --- | --- | --- | --- |\n| 2026-07-28 | 68 | 49 | 1.39 | 19 | 6 |\n| 2026-07-29 | 86 | 9 | 9.56 | 12 | 7 |\n| 2026-07-30 | 56 | 76 | 0.74 | 11 | 8 |\n| 2026-07-31 | 101 | 0 | ∞ | 10 | 9 |\n| 2026-08-03 | 83 | 9 | 9.22 | 17 | 9 |\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 | 605179 | 一鸣食品 | 沪主板 | 食品饮料-饮料制造-乳品 | 46.46% | +10.02% | 受乳业、烘焙食品及冷链物流题材提振，一鸣食品逆市快速涨停，市场资金关注度较高。 |\n| 2 | 002827 | 高争民爆 | 深主板 | 基础化工-化学制品-民爆用品 | 46.44% | +10.00% | 控股股东拟变更叠加民爆龙头地位及西藏国资背景，高争民爆连续涨停，改革动员会释放积极信号。 |\n| 3 | 003032 | 传智教育 | 深主板 | 社会服务-教育-教育Ⅲ | 46.37% | +9.99% | AI教育、具身智能题材驱动，叠加中报扭亏预期，传智教育实现6连板，算力租赁概念同步走强。 |\n| 4 | 000820 | *ST节能 | 深主板 | 环保-环保设备-环保设备Ⅲ | 32.08% | +9.94% | 撤销退市风险警示利好刺激，叠加储能、再生铜题材，*ST节能停牌前涨停，摘帽预期明确。 |\n| 5 | 002131 | 利欧股份 | 深主板 | 机械设备-通用设备-其他通用设备 | 26.98% | +10.09% | AI营销、液冷泵及核电题材共振，利欧股份“智造+数字”双线布局获市场关注，资金封单积极。 |\n| 6 | 688066 | *ST航图 | 科创板 | 国防军工-军工装备-航天装备 | 26.21% | +19.95% | 商业航天、低空经济及AI应用题材加持，*ST航图虽实控人持股被冻结，但涨停获资金博弈。 |\n| 7 | 601858 | 中国科传 | 沪主板 | 传媒-文化传媒-出版 | 24.70% | +10.01% | 央企背景叠加AI应用、数字教育题材，中国科传随传媒板块资金流入而涨停，出版主业受关注。 |\n| 8 | 603106 | 恒银科技 | 沪主板 | 计算机-计算机设备-其他计算机设备 | 23.61% | +10.04% | AI应用、金融信创及全球化题材驱动，恒银科技获资金大笔买入，涨停封单量能显著。 |\n| 9 | 603682 | 锦和商管 | 沪主板 | 商贸零售-零售-商业物业经营 | 22.79% | +10.00% | 城市更新、出租率修复及轻资产运营题材受捧，锦和商管跟随市场涨停潮涨停，资金参与积极。 |\n| 10 | 301082 | 久盛电气 | 创业板 | 电力设备-电网设备-线缆部件及其他 | 22.63% | +20.00% | 核电审批开闸催化，叠加特种电缆、油井加热电缆题材，久盛电气强势20cm涨停。 |\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 | 003032 | 传智教育 | 深主板 | 社会服务-教育-教育Ⅲ | 78.78% | +9.99% | AI教育、具身智能题材驱动，叠加中报扭亏预期，传智教育实现6连板，算力租赁概念同步走强。 |\n| 2 | 002827 | 高争民爆 | 深主板 | 基础化工-化学制品-民爆用品 | 60.25% | +10.00% | 控股股东拟变更叠加民爆龙头地位及西藏国资背景，高争民爆连续涨停，改革动员会释放积极信号。 |\n| 3 | 605179 | 一鸣食品 | 沪主板 | 食品饮料-饮料制造-乳品 | 48.50% | +10.02% | 受乳业、烘焙食品及冷链物流题材提振，一鸣食品逆市快速涨停，市场资金关注度较高。 |\n| 4 | 000820 | *ST节能 | 深主板 | 环保-环保设备-环保设备Ⅲ | 44.94% | +9.94% | 撤销退市风险警示利好刺激，叠加储能、再生铜题材，*ST节能停牌前涨停，摘帽预期明确。 |\n| 5 | 301139 | *ST元道 | 创业板 | 通信-通信服务-通信工程及服务 | 44.11% | +19.94% | 虽触及退市风险后新增警示，但AI应用、算力租赁及通信网络运维题材仍推动*ST元道涨停。 |\n| 6 | 000533 | 顺钠股份 | 深主板 | 电力设备-电网设备-输变电设备 | 44.03% | +9.99% | 干式变压器、数据中心及核电题材驱动，叠加控制权变更预期，顺钠股份涨停。 |\n| 7 | 002695 | 煌上煌 | 深主板 | 食品饮料-食品加工制造-休闲食品 | 38.19% | +9.96% | 冻干食品、AI数智化题材叠加半年报预增，煌上煌实施首次回购，资金推动股价涨停。 |\n| 8 | 603682 | 锦和商管 | 沪主板 | 商贸零售-零售-商业物业经营 | 36.61% | +10.00% | 城市更新、出租率修复及轻资产运营题材受捧，锦和商管跟随市场涨停潮涨停，资金参与积极。 |\n| 9 | 002514 | *ST宝馨 | 深主板 | 机械设备-通用设备-金属制品 | 36.05% | +9.89% | 机器人、共享充电宝及智能制造概念带动，*ST宝馨作为低价ST股获资金炒作涨停。 |\n| 10 | 600815 | 厦工股份 | 沪主板 | 机械设备-工程机械-工程机械Ⅲ | 32.23% | +9.97% | 工程机械、地下管网及厦门国资题材发酵，厦工股份涨停，但公司预告2026年上半年亏损。 |\n\n\n> - **候选池**：同花顺热点（当日强势股 ~125 只 + 题材归因），实时免费零鉴权。\n> - **区间涨幅**：通过腾讯 fqkline / Tushare 日K线计算，精确至复盘日。\n> - **行业 / 题材**：行业取同花顺一级行业；题材取所属概念（已剔除融资融券、沪股通、沪深300 等通类噪声），由同花顺问财 OpenAPI（hithink-astock-selector 授权）批量获取。\n> - **大涨原因**：由大模型基于同花顺**题材归因**与经去噪的东财个股新闻**综合生成**一句原因（大模型不可用时回退为题材+新闻的原始拼接）；新闻已剔除龙虎榜、五日均线突破、大盘播报等无关节讯。\n> - **上市板块**：从股票代码前缀推断（沪主板/深主板/创业板/科创板/北交所）。\n> - 非交易日或数据异常时不显示结果。\n",
"meta_by_name": {
"主力资金流向": {
"date": "2026-08-03",
"source": "**数据源**：东方财富 push2delay（概念板块/个股/上证指数主力净流入，f62=主力净流入额）。
**口径**：主力净流入 = 超大单 + 大单净买入额（元），未含北向（北向自 2024-08 起停止实时披露）。"
},
"成交额前10个股": {
"date": "2026-08-03",
"top_turnover": [
{
"rank": 1,
"code": "688825",
"name": "长鑫科技",
"amount": 29988994356.14,
"pct": 1.8899389999999998,
"turnover_rate": 12.389999999999999,
"price": 54.99
},
{
"rank": 2,
"code": "300308",
"name": "中际旭创",
"amount": 29143947620.16,
"pct": 0.054323,
"turnover_rate": 2.9000000000000004,
"price": 902.5
},
{
"rank": 3,
"code": "603986",
"name": "兆易创新",
"amount": 23032720717.75,
"pct": -10.0,
"turnover_rate": 9.828000000000001,
"price": 340.74
},
{
"rank": 4,
"code": "300502",
"name": "新易盛",
"amount": 15884734352.08,
"pct": -0.48736099999999993,
"turnover_rate": 3.227,
"price": 394.08
},
{
"rank": 5,
"code": "688256",
"name": "寒武纪",
"amount": 14599925219.9,
"pct": -7.052441,
"turnover_rate": 2.225,
"price": 1028.0
},
{
"rank": 6,
"code": "002384",
"name": "东山精密",
"amount": 13392677501.98,
"pct": -5.055983,
"turnover_rate": 5.8340000000000005,
"price": 162.81
},
{
"rank": 7,
"code": "300058",
"name": "蓝色光标",
"amount": 12015329699.24,
"pct": 2.578397,
"turnover_rate": 23.480999999999998,
"price": 14.72
},
{
"rank": 8,
"code": "688012",
"name": "中微公司",
"amount": 11315252060.15,
"pct": -9.927326,
"turnover_rate": 3.744,
"price": 309.85
},
{
"rank": 9,
"code": "600176",
"name": "中国巨石",
"amount": 10733619469.57,
"pct": -9.989429,
"turnover_rate": 7.735,
"price": 34.06
},
{
"rank": 10,
"code": "002475",
"name": "立讯精密",
"amount": 10068828415.6,
"pct": -6.558803,
"turnover_rate": 2.541,
"price": 53.71
}
],
"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。"
},
"市场广度": {
"date": "2026-08-03",
"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": [
"2026-07-28",
"2026-07-29",
"2026-07-30",
"2026-07-31",
"2026-08-03"
],
"up_count": [
2603.0,
4253.0,
1768.0,
4691.0,
4005.0
],
"down_count": [
2769.0,
1214.0,
3635.0,
728.0,
1466.0
],
"ratio": [
0.94,
3.5,
0.49,
6.44,
2.73
]
}
},
"板块跌幅排行": {
"date": "2026-08-03",
"source": "**板块范围**：概念板块（东财板块代码 BKxxxx）。
**数据源**：iwencai_mcp。
**口径**：当日(f3) / 近5日(f109) / 近10日(f110) 为区间累计跌幅，由数据源直接提供（未自行拉 K 线）。",
"day": [
{
"rank": 1,
"name": "国家大基金持股",
"pct": -4.49
},
{
"rank": 2,
"name": "中芯国际概念",
"pct": -3.81
},
{
"rank": 3,
"name": "存储芯片",
"pct": -3.15
},
{
"rank": 4,
"name": "光刻机",
"pct": -2.67
},
{
"rank": 5,
"name": "先进封装",
"pct": -2.29
}
],
"five_day": [
{
"rank": 1,
"name": "国家大基金持股",
"pct": -15.1
},
{
"rank": 2,
"name": "中芯国际概念",
"pct": -13.24
},
{
"rank": 3,
"name": "存储芯片",
"pct": -12.78
},
{
"rank": 4,
"name": "科创次新股",
"pct": -12.63
},
{
"rank": 5,
"name": "先进封装",
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}
],
"ten_day": [
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"name": "科创次新股",
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},
{
"rank": 2,
"name": "国家大基金持股",
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},
{
"rank": 3,
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},
{
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},
{
"rank": 5,
"name": "减肥药",
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]
},
"板块涨幅排行": {
"date": "2026-08-03",
"source": "**板块范围**：概念板块（东财板块代码 BKxxxx）。
**数据源**：iwencai_mcp。
**口径**：当日(f3) / 近5日(f109) / 近10日(f110) 为区间累计涨幅，由数据源直接提供（未自行拉 K 线）。",
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"pct": 3.97
},
{
"rank": 2,
"name": "光热发电",
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},
{
"rank": 3,
"name": "柔性直流输电",
"pct": 2.99
},
{
"rank": 4,
"name": "可控核聚变",
"pct": 2.88
},
{
"rank": 5,
"name": "地下管网",
"pct": 2.82
},
{
"rank": 6,
"name": "抽水蓄能",
"pct": 2.78
},
{
"rank": 7,
"name": "太赫兹",
"pct": 2.71
},
{
"rank": 8,
"name": "成飞概念",
"pct": 2.69
},
{
"rank": 9,
"name": "核电",
"pct": 2.68
},
{
"rank": 10,
"name": "航空发动机",
"pct": 2.67
}
],
"five_day": [
{
"rank": 1,
"name": "乳业",
"pct": 10.93
},
{
"rank": 2,
"name": "财税数字化",
"pct": 10.43
},
{
"rank": 3,
"name": "AI视频",
"pct": 9.62
},
{
"rank": 4,
"name": "DRG/DIP",
"pct": 9.46
},
{
"rank": 5,
"name": "Web3.0",
"pct": 9.26
},
{
"rank": 6,
"name": "NFT概念",
"pct": 9.05
},
{
"rank": 7,
"name": "短剧游戏",
"pct": 8.88
},
{
"rank": 8,
"name": "华为盘古",
"pct": 8.75
},
{
"rank": 9,
"name": "AI语料",
"pct": 8.75
},
{
"rank": 10,
"name": "快手概念",
"pct": 8.69
}
],
"ten_day": [
{
"rank": 1,
"name": "兵装重组概念",
"pct": 14.49
},
{
"rank": 2,
"name": "金属锌",
"pct": 13.12
},
{
"rank": 3,
"name": "金属铅",
"pct": 12.79
},
{
"rank": 4,
"name": "财税数字化",
"pct": 12.22
},
{
"rank": 5,
"name": "赛马概念",
"pct": 11.99
},
{
"rank": 6,
"name": "举牌",
"pct": 11.48
},
{
"rank": 7,
"name": "Web3.0",
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},
{
"rank": 8,
"name": "快手概念",
"pct": 10.83
},
{
"rank": 9,
"name": "ERP概念",
"pct": 10.64
},
{
"rank": 10,
"name": "金属铜",
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}
]
},
"涨停板复盘": {
"date": "2026-08-03",
"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": [
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"limit_days": 2,
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"break_times": 0,
"industry": "公用事业",
"zt_stat": "2天2板",
"reason": "举牌+天然气+氢能",
"high_days": "2天2板",
"board_type": "一字板",
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},
{
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"reason": "AI营销+具身智能数据集+3D视觉+算力租赁",
"high_days": "2天2板",
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{
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{
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{
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"high_days": "首板",
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{
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"reason": "核电模块+回购+员工持股",
"high_days": "首板",
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},
{
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"zt_stat": "4天4板",
"reason": "控股股东拟变更+矿山投资开发+民爆+西藏国资",
"high_days": "4天4板",
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{
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{
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"high_days": "2天2板",
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{
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"reason": "人形机器人+电子皮肤+涂布材料龙头",
"high_days": "首板",
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},
{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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},
{
"theme": "PPP概念",
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]
},
{
"theme": "污水处理",
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},
{
"theme": "创投",
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},
{
"theme": "航空发动机",
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"新大洲A"
]
},
{
"theme": "虚拟数字人",
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]
},
{
"theme": "小红书概念",
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]
},
{
"theme": "数字孪生",
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]
},
{
"theme": "百度概念",
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},
{
"theme": "职业教育",
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},
{
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]
},
{
"theme": "人脸识别",
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},
{
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},
{
"theme": "安防",
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},
{
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},
{
"theme": "物联网",
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},
{
"theme": "小米概念",
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},
{
"theme": "高压快充",
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},
{
"theme": "其他通用设备",
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},
{
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},
{
"theme": "输变电设备",
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},
{
"theme": "冷链物流",
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},
{
"theme": "轻工制造",
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},
{
"theme": "饮料制造",
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"一鸣食品"
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},
{
"theme": "快手概念",
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]
},
{
"theme": "IP经济(谷子经济)",
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]
},
{
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]
},
{
"theme": "工业母机",
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"欣天科技",
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]
},
{
"theme": "区块链",
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]
},
{
"theme": "华为鲲鹏",
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"达实智能"
]
},
{
"theme": "京津冀一体化",
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"百利电气"
]
},
{
"theme": "计算机设备",
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},
{
"theme": "其他计算机设备",
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},
{
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},
{
"theme": "2026中报预增",
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]
},
{
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]
},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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]
},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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{
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},
{
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},
{
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{
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},
{
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},
{
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},
{
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},
{
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},
{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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},
{
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},
{
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{
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},
{
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},
{
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},
{
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},
{
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},
{
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},
{
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{
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{
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},
{
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},
{
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{
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{
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{
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{
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{
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},
{
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{
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{
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{
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{
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{
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{
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{
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{
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},
{
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},
{
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},
{
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},
{
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{
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},
{
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},
{
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},
{
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{
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{
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},
{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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},
{
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},
{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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},
{
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{
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},
{
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{
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{
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},
{
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},
{
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{
"theme": "婴童用品",
"count": 1,
"reps": [
"麒盛科技"
]
},
{
"theme": "血氧仪",
"count": 1,
"reps": [
"奋达科技"
]
},
{
"theme": "无线耳机",
"count": 1,
"reps": [
"奋达科技"
]
},
{
"theme": "无线充电",
"count": 1,
"reps": [
"奋达科技"
]
},
{
"theme": "智能手表/手环",
"count": 1,
"reps": [
"奋达科技"
]
},
{
"theme": "毫米波雷达",
"count": 1,
"reps": [
"通宇通讯"
]
},
{
"theme": "通感一体化",
"count": 1,
"reps": [
"通宇通讯"
]
},
{
"theme": "特钢概念",
"count": 1,
"reps": [
"沙钢股份"
]
},
{
"theme": "特钢",
"count": 1,
"reps": [
"沙钢股份"
]
},
{
"theme": "超级品牌",
"count": 1,
"reps": [
"养元饮品"
]
},
{
"theme": "OLED",
"count": 1,
"reps": [
"裕兴股份"
]
},
{
"theme": "MLCC概念",
"count": 1,
"reps": [
"裕兴股份"
]
},
{
"theme": "仪器仪表",
"count": 1,
"reps": [
"咸亨国际"
]
},
{
"theme": "华为海思概念股",
"count": 1,
"reps": [
"铭普光磁"
]
},
{
"theme": "露营经济",
"count": 1,
"reps": [
"铭普光磁"
]
},
{
"theme": "体育产业",
"count": 1,
"reps": [
"铭普光磁"
]
},
{
"theme": "NPO",
"count": 1,
"reps": [
"铭普光磁"
]
},
{
"theme": "其他自动化设备",
"count": 1,
"reps": [
"欧克科技"
]
},
{
"theme": "隔膜",
"count": 1,
"reps": [
"欧克科技"
]
},
{
"theme": "其他纺织",
"count": 1,
"reps": [
"云中马"
]
},
{
"theme": "PEEK材料",
"count": 1,
"reps": [
"百合花"
]
},
{
"theme": "涂料油墨",
"count": 1,
"reps": [
"百合花"
]
},
{
"theme": "食品加工制造",
"count": 1,
"reps": [
"煌上煌"
]
},
{
"theme": "海南自贸区",
"count": 1,
"reps": [
"新大洲A"
]
},
{
"theme": "上海自贸区",
"count": 1,
"reps": [
"新大洲A"
]
},
{
"theme": "发动机",
"count": 1,
"reps": [
"新大洲A"
]
},
{
"theme": "工控设备",
"count": 1,
"reps": [
"凯迪股份"
]
},
{
"theme": "智能物流",
"count": 1,
"reps": [
"厦工股份"
]
},
{
"theme": "工程机械",
"count": 1,
"reps": [
"厦工股份"
]
},
{
"theme": "工程机械Ⅲ",
"count": 1,
"reps": [
"厦工股份"
]
},
{
"theme": "知识产权保护",
"count": 1,
"reps": [
"中国科传"
]
},
{
"theme": "烟草",
"count": 1,
"reps": [
"凯恩股份"
]
},
{
"theme": "农村电商",
"count": 1,
"reps": [
"通威股份"
]
},
{
"theme": "同花顺漂亮100",
"count": 1,
"reps": [
"通威股份"
]
},
{
"theme": "硅料硅片",
"count": 1,
"reps": [
"通威股份"
]
},
{
"theme": "电子纸",
"count": 1,
"reps": [
"宜宾纸业"
]
},
{
"theme": "电能综合服务",
"count": 1,
"reps": [
"乐山电力"
]
},
{
"theme": "乳业",
"count": 1,
"reps": [
"一鸣食品"
]
},
{
"theme": "乳品",
"count": 1,
"reps": [
"一鸣食品"
]
}
],
"emotion_quality": {
"n": 75,
"early": 50,
"early_pct": 66.66666666666666,
"one_word": 0,
"oneword_pct": 0.0,
"rotten": 24,
"rotten_pct": 32.0,
"avg_seal": 0.7868223004,
"ladder": "6板→1板梯队连续完整"
}
},
"人气榜": {
"date": "2026-08-03",
"em_popularity": [
{
"rank": 1,
"code": "688825",
"name": "长鑫科技",
"price": 54.99,
"pct": 1.89,
"rank_chg": 6,
"sector": "电子-半导体-数字芯片设计"
},
{
"rank": 2,
"code": "002131",
"name": "利欧股份",
"price": 5.13,
"pct": 10.09,
"rank_chg": -1,
"sector": "机械设备-通用设备-其他通用设备"
},
{
"rank": 3,
"code": "603986",
"name": "兆易创新",
"price": 340.74,
"pct": -10.0,
"rank_chg": 27,
"sector": "电子-半导体-数字芯片设计"
},
{
"rank": 4,
"code": "001309",
"name": "德明利",
"price": 349.0,
"pct": -9.56,
"rank_chg": 25,
"sector": "电子-半导体-数字芯片设计"
},
{
"rank": 5,
"code": "300058",
"name": "蓝色光标",
"price": 14.72,
"pct": 2.58,
"rank_chg": -3,
"sector": "传媒-文化传媒-广告营销"
},
{
"rank": 6,
"code": "000636",
"name": "风华高科",
"price": 51.96,
"pct": 5.29,
"rank_chg": 26,
"sector": "电子-元件-被动元件"
},
{
"rank": 7,
"code": "600396",
"name": "华电辽能",
"price": 15.51,
"pct": 10.0,
"rank_chg": 164,
"sector": "公用事业-电力-火电"
},
{
"rank": 8,
"code": "002354",
"name": "天娱数科",
"price": 7.16,
"pct": 9.98,
"rank_chg": -5,
"sector": "传媒-文化传媒-广告营销"
},
{
"rank": 9,
"code": "000815",
"name": "美利云",
"price": 16.7,
"pct": 10.01,
"rank_chg": 8,
"sector": "通信-通信服务-通信应用增值服务"
},
{
"rank": 10,
"code": "600580",
"name": "卧龙电驱",
"price": 34.51,
"pct": 8.9,
"rank_chg": 2,
"sector": "电力设备-电机-电机Ⅲ"
}
],
"ths_popularity": [
{
"rank": 1,
"code": "688825",
"name": "长鑫科技",
"heat": "10064374",
"pct": 1.8899,
"rank_chg": 0,
"concepts": [
"消费电子概念",
"新股与次新股"
],
"tag": "持续上榜",
"sector": "电子-半导体-数字芯片设计"
},
{
"rank": 2,
"code": "002131",
"name": "利欧股份",
"heat": "6284339",
"pct": 10.0858,
"rank_chg": 0,
"concepts": [
"快手概念",
"小红书概念"
],
"tag": "2天2板",
"sector": "机械设备-通用设备-其他通用设备"
},
{
"rank": 3,
"code": "001309",
"name": "德明利",
"heat": "5308780",
"pct": -9.5621,
"rank_chg": 1,
"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": 4,
"code": "300058",
"name": "蓝色光标",
"heat": "5090976",
"pct": 2.5784,
"rank_chg": -1,
"concepts": [
"快手概念",
"小红书概念"
],
"tag": "2天1板",
"sector": "传媒-文化传媒-广告营销"
},
{
"rank": 5,
"code": "603986",
"name": "兆易创新",
"heat": "4561643",
"pct": -10.0,
"rank_chg": 0,
"concepts": [
"存储芯片",
"汽车芯片"
],
"tag": "持续上榜",
"sector": "电子-半导体-数字芯片设计"
},
{
"rank": 6,
"code": "000636",
"name": "风华高科",
"heat": "4387150",
"pct": 5.2888,
"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": 7,
"code": "300308",
"name": "中际旭创",
"heat": "3492247",
"pct": 0.0543,
"rank_chg": 0,
"concepts": [
"共封装光学(CPO)",
"F5G概念"
],
"tag": "持续上榜",
"sector": "通信-通信设备-通信网络设备及器件"
},
{
"rank": 8,
"code": "002354",
"name": "天娱数科",
"heat": "2708336",
"pct": 9.9846,
"rank_chg": 0,
"concepts": [
"AI视频",
"虚拟数字人"
],
"tag": "2天2板",
"sector": "传媒-文化传媒-广告营销"
},
{
"rank": 9,
"code": "600396",
"name": "华电辽能",
"heat": "2476499",
"pct": 10.0,
"rank_chg": 1,
"concepts": [
"超超临界发电",
"绿色电力"
],
"tag": "首板涨停",
"sector": "公用事业-电力-火电"
},
{
"rank": 10,
"code": "000815",
"name": "美利云",
"heat": "2421947",
"pct": 10.0132,
"rank_chg": -1,
"concepts": [
"算力租赁",
"云计算"
],
"tag": "2天2板",
"sector": "通信-通信服务-通信应用增值服务"
}
],
"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"
},
"指数行情与量能": {
"date": "2026-08-03",
"indices": {
"000001": {
"name": "上证指数",
"daily": [
{
"date": "2026-07-28",
"close": 3813.3107159492015,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 9496.830801260001
},
{
"date": "2026-07-29",
"close": 3828.4648127343835,
"vol_wan": 0.0,
"close_pct": 0.3973999999999922,
"vol_pct": NaN,
"amt_yi": 10874.07759096
},
{
"date": "2026-07-30",
"close": 3804.6900462473027,
"vol_wan": 0.0,
"close_pct": -0.6210000000000049,
"vol_pct": NaN,
"amt_yi": 11064.772664619999
},
{
"date": "2026-07-31",
"close": 3832.258830322411,
"vol_wan": 0.0,
"close_pct": 0.7246000000000086,
"vol_pct": NaN,
"amt_yi": 11876.81546393
},
{
"date": "2026-08-03",
"close": 3809.66,
"vol_wan": 0.0,
"close_pct": -0.5897000000000041,
"vol_pct": NaN,
"amt_yi": 9522.5689
}
]
},
"399006": {
"name": "创业板指",
"daily": [
{
"date": "2026-07-28",
"close": 3327.0294490078004,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 5230.775984018
},
{
"date": "2026-07-29",
"close": 3378.694889321442,
"vol_wan": 0.0,
"close_pct": 1.5528999999999904,
"vol_pct": NaN,
"amt_yi": 5691.652051771801
},
{
"date": "2026-07-30",
"close": 3244.6147613336097,
"vol_wan": 0.0,
"close_pct": -3.9684000000000053,
"vol_pct": NaN,
"amt_yi": 6018.439486228299
},
{
"date": "2026-07-31",
"close": 3343.9616207108834,
"vol_wan": 0.0,
"close_pct": 3.061899999999995,
"vol_pct": NaN,
"amt_yi": 6746.478343845401
},
{
"date": "2026-08-03",
"close": 3302.55,
"vol_wan": 0.0,
"close_pct": -1.238399999999984,
"vol_pct": NaN,
"amt_yi": 4897.197
}
]
},
"000688": {
"name": "科创50",
"daily": [
{
"date": "2026-07-28",
"close": 1693.4776892290033,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 1340.55060199
},
{
"date": "2026-07-29",
"close": 1678.735965944265,
"vol_wan": 0.0,
"close_pct": -0.8704999999999963,
"vol_pct": NaN,
"amt_yi": 1471.50556757
},
{
"date": "2026-07-30",
"close": 1588.4132560325997,
"vol_wan": 0.0,
"close_pct": -5.380399999999996,
"vol_pct": NaN,
"amt_yi": 1518.3071744100002
},
{
"date": "2026-07-31",
"close": 1635.9608184386793,
"vol_wan": 0.0,
"close_pct": 2.9933999999999905,
"vol_pct": NaN,
"amt_yi": 1629.7521725
},
{
"date": "2026-08-03",
"close": 1552.89,
"vol_wan": 0.0,
"close_pct": -5.077799999999999,
"vol_pct": NaN,
"amt_yi": 1245.10595
}
]
},
"000852": {
"name": "中证2000（小微盘）",
"daily": [
{
"date": "2026-07-28",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3164.2926670300003
},
{
"date": "2026-07-29",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3424.7462419199996
},
{
"date": "2026-07-30",
"close": NaN,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3465.91122125
},
{
"date": "2026-07-31",
"close": 2809.2136912648084,
"vol_wan": 0.0,
"close_pct": NaN,
"vol_pct": NaN,
"amt_yi": 3732.0772150300004
},
{
"date": "2026-08-03",
"close": 2839.1571,
"vol_wan": 0.0,
"close_pct": 1.0658999999999974,
"vol_pct": NaN,
"amt_yi": 3275.4115
}
]
}
},
"charts": {
"index_change": {
"names": [
"上证指数",
"创业板指",
"科创50",
"中证2000（小微盘）"
],
"vals": [
-0.59,
-1.24,
-5.08,
1.07
]
},
"index_amount": {
"labels": [
"07-28",
"07-29",
"07-30",
"07-31",
"08-03"
],
"series": {
"上证指数": [
9497.0,
10874.0,
11065.0,
11877.0,
9523.0
],
"创业板指": [
5231.0,
5692.0,
6018.0,
6746.0,
4897.0
],
"科创50": [
1341.0,
1472.0,
1518.0,
1630.0,
1245.0
],
"中证2000（小微盘）": [
3164.0,
3425.0,
3466.0,
3732.0,
3275.0
]
},
"colors": {
"上证指数": "#1f77b4",
"科创50": "#ff7f0e",
"创业板指": "#ffd700",
"中证2000（小微盘）": "#2ca02c"
}
},
"auction": {
"labels": [
"07-28",
"07-29",
"07-30",
"07-31",
"08-03"
],
"series": {
"创业板指": [
36.2,
17.83,
20.3,
74.67,
27.72
],
"科创50": [
12.46,
10.05,
6.75,
32.27,
9.83
]
},
"colors": {
"创业板指": "#ffd700",
"科创50": "#ff7f0e"
}
}
},
"source": "指数行情：东财 push2his（本地优先，含成交额）/ 百度股市通（云端主源，仅深市指数 399xxx 含成交额；沪市指数因百度撞码返回个股数据故不可用）/ 腾讯行情接口（web.ifzq.gtimg.cn 直连降级，仅 OHLCV 无成交额）；涨跌幅为收盘价环比，成交额单位为亿元，「中证2000（小微盘）」为小市值股票代表宽基，用于观察微盘股情绪。核心成长指数集合竞价量能：同花顺问财（对应指数全部成分股集合竞价匹配金额加总代理，支持历史日复盘）。",
"resolved_source": [
"iwencai_mcp"
]
},
"涨跌停情绪": {
"date": "2026-08-03",
"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": [
"2026-07-28",
"2026-07-29",
"2026-07-30",
"2026-07-31",
"2026-08-03"
],
"limit_up": [
68.0,
86.0,
56.0,
101.0,
83.0
],
"limit_down": [
49.0,
9.0,
76.0,
0.0,
9.0
],
"ratio": [
1.39,
9.56,
0.74,
Infinity,
9.22
],
"lianban_count": [
19.0,
12.0,
11.0,
10.0,
17.0
],
"market_height": [
6.0,
7.0,
8.0,
9.0,
9.0
],
"bomb_count": 20,
"bomb_rate": 19.4
}
},
"强势股复盘": {
"date": "2026-08-03",
"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": "605179",
"name": "一鸣食品",
"sector": "沪主板",
"industry": "食品饮料-饮料制造-乳品",
"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;沪股通"
],
"gain_pct": 46.46,
"latest_pct": 10.02,
"reason_tags": "乳业+烘焙食品+冷链物流",
"reason": "受乳业、烘焙食品及冷链物流题材提振，一鸣食品逆市快速涨停，市场资金关注度较高。",
"news_titles": [
"一鸣食品(605179)龙虎榜数据(07-31)",
"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"
]
},
{
"rank": 2,
"code": "002827",
"name": "高争民爆",
"sector": "深主板",
"industry": "基础化工-化学制品-民爆用品",
"concepts": [
"民爆概念;雅下水电概念;西部大开发;国企改革;芯片概念;深股通"
],
"gain_pct": 46.44,
"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": "控股股东拟变更叠加民爆龙头地位及西藏国资背景，高争民爆连续涨停，改革动员会释放积极信号。",
"news_titles": [
"高争民爆(002827)龙虎榜数据(07-30)",
"4连板！民爆龙头，一字涨停！",
"高争民爆股权划转暨改革发展动员部署会召开",
"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"
]
},
{
"rank": 3,
"code": "003032",
"name": "传智教育",
"sector": "深主板",
"industry": "社会服务-教育-教育Ⅲ",
"concepts": [
"机器人概念;人形机器人;华为概念;职业教育;鸿蒙概念;在线教育;阿里巴巴概念;ChatGPT概念;智谱AI;短剧游戏;摘帽"
],
"gain_pct": 46.37,
"latest_pct": 9.99,
"reason_tags": "AI教育+具身智能+中报扭亏",
"reason": "AI教育、具身智能题材驱动，叠加中报扭亏预期，传智教育实现6连板，算力租赁概念同步走强。",
"news_titles": [
"003032，6连板",
"003032，6连板！算力租赁飘红",
"003032，“一字” 涨停，6连板",
"“一”字涨停！003032，6连板",
"AI应用端再爆发！003032，6连板！"
]
},
{
"rank": 4,
"code": "000820",
"name": "*ST节能",
"sector": "深主板",
"industry": "环保-环保设备-环保设备Ⅲ",
"concepts": [
"金属铜;固废处理;储能;光伏概念;摘帽"
],
"gain_pct": 32.08,
"latest_pct": 9.94,
"reason_tags": "撤销退市风险警示+储能+再生铜",
"reason": "撤销退市风险警示利好刺激，叠加储能、再生铜题材，*ST节能停牌前涨停，摘帽预期明确。",
"news_titles": [
"神雾节能(000820)龙虎榜数据(07-31)",
"000820，撤销*ST！明日停牌一天",
"撤销退市风险警示，*ST节能7月29日停牌一天",
"*ST节能：7月30日起撤销退市风险警示",
"*ST节能：公司股票7月30日起撤销退市风险警示"
]
},
{
"rank": 5,
"code": "002131",
"name": "利欧股份",
"sector": "深主板",
"industry": "机械设备-通用设备-其他通用设备",
"concepts": [
"快手概念;小红书概念;多模态AI;ChatGPT概念;百度概念;抖音概念(字节概念);AIGC概念;虚拟数字人;数据要素;AI智能体;腾讯概念;AI应用;区块链;独角兽概念;文化传媒概念;数字经济;水利;DeepSeek概念;人工智能;数据中心(AIDC);核电;海工装备;华为概念;创投;一带一路;跨境电商;机器视觉;污水处理;液冷服务器;专精特新;新能源汽车;小米概念;医疗器械概念;芯片概念;深股通;第三代半导体;融资融券"
],
"gain_pct": 26.98,
"latest_pct": 10.09,
"reason_tags": "AI营销+液冷泵+核电+业绩补偿进展",
"reason": "AI营销、液冷泵及核电题材共振，利欧股份“智造+数字”双线布局获市场关注，资金封单积极。",
"news_titles": [
"超48万手封单！002131，炸板后再次涨停！",
"利欧股份(002131)龙虎榜数据(07-31)",
"深股通现身18只个股龙虎榜",
"利欧股份“智造+数字”双线布局受关注",
"43股获杠杆资金净买入超亿元"
]
},
{
"rank": 6,
"code": "688066",
"name": "*ST航图",
"sector": "科创板",
"industry": "国防军工-军工装备-航天装备",
"concepts": [
"ST板块;军工信息化;空间计算;时空大数据;智慧城市;数据要素;AI应用;水利;AI智能体;数字孪生;华为昇腾;人工智能;DeepSeek概念;雄安新区;云计算;卫星导航;低空经济;MR(混合现实);商业航天;军工;无人机;华为概念;碳中和;钙钛矿电池"
],
"gain_pct": 26.21,
"latest_pct": 19.95,
"reason_tags": "商业航天+低空经济+AI应用",
"reason": "商业航天、低空经济及AI应用题材加持，*ST航图虽实控人持股被冻结，但涨停获资金博弈。",
"news_titles": [
"*ST航图(688066)龙虎榜数据(07-22)",
"83只股涨停 最大封单资金3.13亿元",
"*ST航图：实控人王宇翔及一致行动人张燕全部持股被轮候冻结",
"三年亏36亿元后再爆雷：*ST航图实控人全部持股遭冻结，年内股价跌近80%，信用等级跌至B-",
"特种领域限采三年，市值跌去70亿，智明达或遭遇史上最大“黑天鹅”事件"
]
},
{
"rank": 7,
"code": "601858",
"name": "中国科传",
"sector": "沪主板",
"industry": "传媒-文化传媒-出版",
"concepts": [
"国资云;知识产权保护;中字头股票;在线教育;文化传媒概念;数据要素;DeepSeek概念;数字经济;国企改革;智能医疗;芯片概念;同花顺中特估100;沪股通;融资融券"
],
"gain_pct": 24.7,
"latest_pct": 10.01,
"reason_tags": "AI应用+数字教育+出版+央企",
"reason": "央企背景叠加AI应用、数字教育题材，中国科传随传媒板块资金流入而涨停，出版主业受关注。",
"news_titles": [
"83只股涨停 最大封单资金3.13亿元",
"传媒行业资金流入榜：巨人网络、世纪华通等净流入资金居前",
"86只股涨停 最大封单资金4.15亿元",
"抢权行情能否上演？ 这些股即将实施分红",
"48.33亿主力资金净流入，国资云概念涨3.03%"
]
},
{
"rank": 8,
"code": "603106",
"name": "恒银科技",
"sector": "沪主板",
"industry": "计算机-计算机设备-其他计算机设备",
"concepts": [
"互联网金融;区块链;鸿蒙概念;智慧政务;国产操作系统;AI应用;华为鲲鹏;虚拟数字人;AIGC概念;智慧城市;信创;人工智能;人脸识别;数据安全;语音技术;智能医疗;京津冀一体化;云计算;雄安新区;物业管理;天津自贸区;沪股通"
],
"gain_pct": 23.61,
"latest_pct": 10.04,
"reason_tags": "AI应用+金融信创+全球化",
"reason": "AI应用、金融信创及全球化题材驱动，恒银科技获资金大笔买入，涨停封单量能显著。",
"news_titles": [
"8月3日A股午评：科创50指数半日跌3.73% 沪深两市半日成交额缩量超4200亿元",
"70股每笔成交量增长超50%",
"83只股涨停 最大封单资金3.13亿元",
"88只股上午收盘涨停(附股)",
"涨停股复盘：17股封单超亿元"
]
},
{
"rank": 9,
"code": "603682",
"name": "锦和商管",
"sector": "沪主板",
"industry": "商贸零售-零售-商业物业经营",
"concepts": [
"租售同权;物业管理;新型城镇化;IP经济(谷子经济);小红书概念;高股息精选"
],
"gain_pct": 22.79,
"latest_pct": 10.0,
"reason_tags": "城市更新+出租率修复+轻资产运营",
"reason": "城市更新、出租率修复及轻资产运营题材受捧，锦和商管跟随市场涨停潮涨停，资金参与积极。",
"news_titles": [
"70股每笔成交量增长超50%",
"83只股涨停 最大封单资金3.13亿元",
"小红书概念涨6.92%，主力资金净流入这些股",
"涨停股复盘：17股封单超亿元",
"商贸零售行业7月29日资金流向日报"
]
},
{
"rank": 10,
"code": "301082",
"name": "久盛电气",
"sector": "创业板",
"industry": "电力设备-电网设备-线缆部件及其他",
"concepts": [
"光热发电;核电;储能;可控核聚变;专精特新;高压快充;页岩气;融资融券"
],
"gain_pct": 22.63,
"latest_pct": 20.0,
"reason_tags": "核电+油井加热电缆+特种电缆",
"reason": "核电审批开闸催化，叠加特种电缆、油井加热电缆题材，久盛电气强势20cm涨停。",
"news_titles": [
"国家审批开闸！301082，20cm涨停！",
"8月3日A股午评：科创50指数半日跌3.73% 沪深两市半日成交额缩量超4200亿元",
"83只股涨停 最大封单资金3.13亿元",
"页岩气概念涨3.77%，主力资金净流入这些股",
"页岩气概念下跌1.12%，主力资金净流出36股"
]
}
],
"ten_day": [
{
"rank": 1,
"code": "003032",
"name": "传智教育",
"sector": "深主板",
"industry": "社会服务-教育-教育Ⅲ",
"concepts": [
"机器人概念;人形机器人;华为概念;职业教育;鸿蒙概念;在线教育;阿里巴巴概念;ChatGPT概念;智谱AI;短剧游戏;摘帽"
],
"gain_pct": 78.78,
"latest_pct": 9.99,
"reason_tags": "AI教育+具身智能+中报扭亏",
"reason": "AI教育、具身智能题材驱动，叠加中报扭亏预期，传智教育实现6连板，算力租赁概念同步走强。",
"news_titles": [
"003032，6连板",
"003032，6连板！算力租赁飘红",
"003032，“一字” 涨停，6连板",
"“一”字涨停！003032，6连板",
"AI应用端再爆发！003032，6连板！"
]
},
{
"rank": 2,
"code": "002827",
"name": "高争民爆",
"sector": "深主板",
"industry": "基础化工-化学制品-民爆用品",
"concepts": [
"民爆概念;雅下水电概念;西部大开发;国企改革;芯片概念;深股通"
],
"gain_pct": 60.25,
"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": "控股股东拟变更叠加民爆龙头地位及西藏国资背景，高争民爆连续涨停，改革动员会释放积极信号。",
"news_titles": [
"高争民爆(002827)龙虎榜数据(07-30)",
"4连板！民爆龙头，一字涨停！",
"高争民爆股权划转暨改革发展动员部署会召开",
"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"
]
},
{
"rank": 3,
"code": "605179",
"name": "一鸣食品",
"sector": "沪主板",
"industry": "食品饮料-饮料制造-乳品",
"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;沪股通"
],
"gain_pct": 48.5,
"latest_pct": 10.02,
"reason_tags": "乳业+烘焙食品+冷链物流",
"reason": "受乳业、烘焙食品及冷链物流题材提振，一鸣食品逆市快速涨停，市场资金关注度较高。",
"news_titles": [
"一鸣食品(605179)龙虎榜数据(07-31)",
"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"
]
},
{
"rank": 4,
"code": "000820",
"name": "*ST节能",
"sector": "深主板",
"industry": "环保-环保设备-环保设备Ⅲ",
"concepts": [
"金属铜;固废处理;储能;光伏概念;摘帽"
],
"gain_pct": 44.94,
"latest_pct": 9.94,
"reason_tags": "撤销退市风险警示+储能+再生铜",
"reason": "撤销退市风险警示利好刺激，叠加储能、再生铜题材，*ST节能停牌前涨停，摘帽预期明确。",
"news_titles": [
"神雾节能(000820)龙虎榜数据(07-31)",
"000820，撤销*ST！明日停牌一天",
"撤销退市风险警示，*ST节能7月29日停牌一天",
"*ST节能：7月30日起撤销退市风险警示",
"*ST节能：公司股票7月30日起撤销退市风险警示"
]
},
{
"rank": 5,
"code": "301139",
"name": "*ST元道",
"sector": "创业板",
"industry": "通信-通信服务-通信工程及服务",
"concepts": [
"ST板块;AI应用;数字乡村;数字经济;数据要素;车联网(车路协同);京津冀一体化;人工智能;智慧城市;机器人概念;西部大开发;算力租赁;华为概念;东数西算(算力);充电桩;储能;光伏概念;5G"
],
"gain_pct": 44.11,
"latest_pct": 19.94,
"reason_tags": "AI应用+算力租赁+通信网络运维",
"reason": "虽触及退市风险后新增警示，但AI应用、算力租赁及通信网络运维题材仍推动*ST元道涨停。",
"news_titles": [
"*ST元道(301139)龙虎榜数据(07-30)",
"*ST元道(301139)龙虎榜数据(07-29)",
"*ST元道(301139)龙虎榜数据(07-28)",
"触及退市风险之后，301139又添新警示",
"今日491只个股突破五日均线"
]
},
{
"rank": 6,
"code": "000533",
"name": "顺钠股份",
"sector": "深主板",
"industry": "电力设备-电网设备-输变电设备",
"concepts": [
"百度概念;智能电网;阿里巴巴概念;东数西算(算力);抽水蓄能;数字经济;风电;充电桩;数据中心(AIDC);超超临界发电;水利;核电;储能;海工装备;光伏概念;粤港澳大湾区;可控核聚变;比亚迪概念;中芯国际概念;深股通;融资融券"
],
"gain_pct": 44.03,
"latest_pct": 9.99,
"reason_tags": "干式变压器+数据中心+核电+控制权变更预期",
"reason": "干式变压器、数据中心及核电题材驱动，叠加控制权变更预期，顺钠股份涨停。",
"news_titles": [
"顺钠股份(000533)龙虎榜数据(07-29)",
"顺钠股份(000533)龙虎榜数据(07-28)",
"顺钠股份(000533)龙虎榜数据(07-24)",
"艾艾精工11天7板，DRG/DIP概念涨幅居前丨强势个股",
"深股通现身15只个股龙虎榜"
]
},
{
"rank": 7,
"code": "002695",
"name": "煌上煌",
"sector": "深主板",
"industry": "食品饮料-食品加工制造-休闲食品",
"concepts": [
"预制菜;冷链物流;宠物经济;深股通;融资融券"
],
"gain_pct": 38.19,
"latest_pct": 9.96,
"reason_tags": "冻干食品+AI数智化+回购+半年报预增",
"reason": "冻干食品、AI数智化题材叠加半年报预增，煌上煌实施首次回购，资金推动股价涨停。",
"news_titles": [
"煌上煌(002695)龙虎榜数据(07-21)",
"83只股涨停 最大封单资金3.13亿元",
"煌上煌首次回购60万股 金额483万元",
"煌上煌：拟5000万元—1亿元回购公司股份",
"煌上煌拟动用5000万元至1亿元回购公司股份"
]
},
{
"rank": 8,
"code": "603682",
"name": "锦和商管",
"sector": "沪主板",
"industry": "商贸零售-零售-商业物业经营",
"concepts": [
"租售同权;物业管理;新型城镇化;IP经济(谷子经济);小红书概念;高股息精选"
],
"gain_pct": 36.61,
"latest_pct": 10.0,
"reason_tags": "城市更新+出租率修复+轻资产运营",
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"A股平均股价13.86元 75股股价不足2元",
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