{
"date": "2026-08-11",
"schema_version": 2,
"data_markdown": "## 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| MLCC概念 | +1.79% | +14.18% | — | — |\n| 减肥药 | +1.26% | — | — | — |\n| CRO概念 | +1.08% | +13.52% | +18.87% | — |\n| EDR概念 | +1.07% | — | — | — |\n| 细胞免疫治疗 | +0.92% | +10.95% | +15.86% | — |\n| 减速器 | +0.78% | — | — | — |\n| 数字水印 | +0.70% | — | — | — |\n| 创新药 | +0.62% | — | — | — |\n| 毛发医疗 | +0.59% | — | — | — |\n| 中国AI 50 | +0.56% | — | — | — |\n| 华为盘古 | — | — | +16.21% | — |\n| 金属铅 | — | — | +15.45% | — |\n| 金属锌 | — | — | +15.24% | — |\n| 青蒿素 | — | — | +14.56% | — |\n| 摘帽 | — | — | +14.29% | — |\n| AI视频 | — | — | +14.19% | — |\n| 小红书概念 | — | — | +13.65% | — |\n| 中芯国际概念 | — | +12.73% | — | — |\n| 国家大基金持股 | — | +12.66% | — | — |\n| PET铜箔 | — | +12.63% | +14.63% | — |\n| 光刻机 | — | +12.38% | — | — |\n| 存储芯片 | — | +11.79% | — | — |\n| 光刻胶 | — | +11.64% | — | — |\n| PCB概念 | — | +10.94% | — | — |\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## 主力资金流向\n\n## 主力资金流向\n\n> **全市场主力净流入**：+22.14亿（上证指数，当日涨幅 +1.56%）；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| 小米概念 | +27.56亿 | +1.49% | +0.03% |\n| 基金重仓 | +24.97亿 | +0.83% | +0.36% |\n| MLCC | +18.08亿 | +2.02% | +2.00% |\n| MiniLED | +16.95亿 | +2.62% | -0.25% |\n| 数据中心 | +16.87亿 | +0.78% | +0.01% |\n| 被动元件概念 | +15.53亿 | +2.00% | +1.40% |\n| 燃料电池概念 | +14.99亿 | +1.92% | -0.45% |\n| 减速器 | +12.08亿 | +3.77% | +1.01% |\n| 机器人执行器 | +12.02亿 | +4.74% | +1.39% |\n| 光刻机 | +11.90亿 | +2.35% | -0.19% |\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) | +17.93亿 | +10.19% | +4.26% |\n| 风华高科(000636) | +7.44亿 | +4.30% | +6.73% |\n| 湖南白银(002716) | +5.32亿 | +11.07% | +2.02% |\n| 深南电路(002916) | +4.00亿 | +8.88% | +2.23% |\n| 光迅科技(002281) | +3.91亿 | +3.99% | +3.24% |\n| 巨轮智能(002031) | +3.62亿 | +44.82% | +9.98% |\n| 金一文化(002721) | +3.33亿 | +45.50% | +10.11% |\n| 双星新材(002585) | +3.09亿 | +49.58% | +10.04% |\n| 三花智控(002050) | +2.98亿 | +7.65% | +3.04% |\n| 京东方Ａ(000725) | +2.74亿 | +3.41% | +0.34% |\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| 金属铅 | -3.32% | — | — |\n| 金属钴 | -3.08% | — | — |\n| 金属锌 | -3.07% | — | — |\n| 金属铜 | -2.88% | — | — |\n| 金属镍 | -2.76% | — | — |\n| 共享单车 | — | -0.93% | — |\n| 云游戏 | — | -0.76% | — |\n| 互联网保险 | — | -0.64% | — |\n| 特钢概念 | — | -0.49% | — |\n| AI视频 | — | -0.45% | — |\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## 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** | **60** | 占比 96.8% |\n| **跌停家数** | **2** | 占比 3.2% |\n| 涨跌比 | **30.00** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **16** | 连续涨停个股数 |\n| 市场高度 | **6** 板 | 最高连板天数 |\n| **炸板率** | **23.1%** | 炸板 18 家 /（涨停 60 + 炸板 18），封板强度反向指标 |\n\n> **情绪信号**：情绪强修复，跌停仅2家且涨跌比高达30，连板梯队完整至6板，短线资金活跃度高，赚钱效应显著。🔥；炸板率 23.1%，封板尚可\n\n> 下方「涨跌停情绪」组合图（涨停/跌停堆叠柱 + 涨跌比/连板/市场高度折线）由 ECharts 渲染，可悬浮查看数值。\n\n### 近 5 日涨跌停明细\n\n| 日期 | 涨停 | 跌停 | 涨跌比 | 连板数 | 高度(板) |\n| --- | --- | --- | --- | --- | --- |\n| 2026-08-05 | 104 | 1 | 104.00 | 32 | 9 |\n| 2026-08-06 | 83 | 1 | 83.00 | 1 | 10 |\n| 2026-08-07 | 74 | 4 | 18.50 | 13 | 4 |\n| 2026-08-10 | 103 | 5 | 20.60 | 13 | 5 |\n| 2026-08-11 | 60 | 2 | 30.00 | 16 | 6 |\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** | **1615** | 30.0% | 全市场上涨个股数 |\n| **下跌家数** | **3777** | 70.0% | 全市场下跌个股数 |\n| 上涨/下跌比 | **0.43** | — | >1 偏多，<1 偏空 |\n\n> **赚钱效应**：市场跌多涨少，赚钱效应明显偏弱，空头情绪占优。📉\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## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 58 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| 百花医药 | 600721 | 12.75 | 10.01% | 医药生物 | 青蒿素、肝炎概念、物业管理 | CRO+创新药+金华国资 | 3.41 |\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| 开开实业 | 600272 | 15.70 | 10.02% | 医药生物 | 医药电商、民营医院、参股银行 | SPD+医药商业+资产收购+上海国资 | 0.19 |\n\n### 3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| ⚡秦安股份 | 603758 | 12.68 | 9.97% | 汽车 | 长安汽车概念、人形机器人、新能源汽车 | 人形机器人+真空镀膜+发动机核心零部件+回购注销 | 1.20 |\n| 哈药股份 | 600664 | 8.27 | 9.97% | 医药生物 | 流感、医药电商、维生素 | 创新药+集采拟中标+半年报预增 | 1.16 |\n\n### 二连板（12 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| 同力天启 | 605286 | 28.17 | 10.00% | 机械设备 | 虚拟电厂、东数西算(算力)、人工智能 | 算电协同+储能+电梯部件 | 0.58 |\n| 一鸣食品 | 605179 | 27.63 | 9.99% | 食品饮料 | 乳业、三胎概念、冷链物流 | 乳业+烘焙食品+米制鲜食 | 0.24 |\n| ⚡蓝盾光电 | 300862 | 27.37 | 19.99% | 机械设备 | 传感器、商业航天、专精特新 | 拟重大资产重组+复牌+真空镀膜设备+环境监测 | 7.64 |\n| 立新能源 | 001258 | 15.93 | 10.01% | 公用事业 | 绿色电力、光热发电、风电 | 半年报增长+风电+光伏+新疆国资 | 0.07 |\n| 第一医药 | 600833 | 12.11 | 9.99% | 医药生物 | 宠物经济、医药电商、上海国企改革 | 医药商业+中报预增+上海国资 | 0.23 |\n| 华东数控 | 002248 | 11.06 | 10.05% | 机械设备 | 新型工业化、工业母机、高端装备 | 工业母机+谐波减速器+圆台磨床中标 | 1.37 |\n| 京投发展 | 600683 | 10.68 | 9.99% | 房地产 | 特色小镇、物业管理、土地流转 | 资产重组+拟购光电子资产+TOD轨道物业+北京国资 | 0.75 |\n| 国风新材 | 000859 | 10.48 | 9.97% | 塑料 | 光刻胶、柔性屏(折叠屏)、芯片概念 | 光刻胶+MLCC+聚酰亚胺+并购重组 | 0.82 |\n| ⚡北京文化 | 000802 | 5.17 | 10.00% | 传媒 | 文化传媒概念、IP经济(谷子经济)、旅游概念 | 《欢迎来龙餐馆》上映+影视全产业链+半年报减亏 | 2.54 |\n| 联泰环保 | 603797 | 5.05 | 10.02% | 公用事业 | 新型城镇化、污水处理、PPP概念 | 污水处理+PPP项目+估值提升 | 0.13 |\n| 亚邦股份 | 603188 | 4.88 | 9.91% | 基础化工 | 染料、固废处理、国企改革 | 染料+资产处置+一季报增长+常州国资 | 0.26 |\n| 皇氏集团 | 002329 | 3.82 | 10.09% | 食品饮料 | 乳业、绿色电力、生态农业 | 乳业+新式茶饮+代工+种源突破 | 0.52 |\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| 福赛科技 | 301529 | 96.16 | 20.00% | 汽车 | 传感器、汽车电子、比亚迪概念 | 机器人+汽车内饰件+定增获批 | 0.31 |\n| 斯菱智驱 | 301550 | 87.42 | 20.00% | 汽车 | 减速器、人形机器人、机器人概念 | 机器人+谐波减速器+汽车轮毂轴承 | 0.75 |\n| 洁美科技 | 002859 | 81.32 | 10.00% | 电子 | PCB概念、PET铜箔、消费电子概念 | 拟收购埃福思科技+MLCC离型膜+载带满产 | 1.27 |\n| 百合花 | 603823 | 75.22 | 10.00% | 基础化工 | 光刻胶、PEEK材料、钠离子电池 | 光刻胶+战略入股+PEEK材料+有机颜料 | 0.97 |\n| 甘李药业 | 603087 | 74.47 | 10.00% | 医药生物 | 创新药、减肥药、眼科医疗 | GLP-1出海+独家许可协议+创新药+胰岛素龙头 | 2.78 |\n| 万邦医药 | 301520 | 70.39 | 20.00% | 医药生物 | 仿制药一致性评价、创新药、CRO概念 | 创新药+CRO+收购赛德盛 | 0.19 |\n| 凯迪股份 | 605288 | 63.39 | 9.99% | 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 | 0.53 |\n| 林平发展 | 603284 | 44.44 | 10.00% | 轻工制造 | 参股银行、乡村振兴、注册制次新股 | 造纸+产能扩张+循环经济+次新股 | 1.68 |\n| 北特科技 | 603009 | 44.00 | 10.00% | 汽车 | 人形机器人、汽车热管理、特斯拉概念 | 人形机器人+丝杠+汽车零部件 | 0.38 |\n| 新泉股份 | 603179 | 41.66 | 10.01% | 汽车 | 特斯拉概念、机器人概念、比亚迪概念 | 机器人+汽车饰件+全球化布局 | 1.65 |\n| 朗博科技 | 603655 | 33.79 | 9.99% | 汽车 | 新能源汽车、汽车、汽车零部件 | 橡胶密封件+新能源汽车+年报增长 | 0.12 |\n| 恒尚节能 | 603137 | 30.34 | 10.01% | 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 | 0.51 |\n| 长城科技 | 603897 | 29.14 | 10.00% | 电力设备 | 机器人概念、工业互联网、比亚迪概念 | 机器人概念+电磁线+年报增长 | 1.29 |\n| 北化股份 | 002246 | 22.47 | 9.99% | 基础化工 | 军民融合、军工、核电 | 半年报增长+硝化棉+商业航天+央企 | 0.75 |\n| 太极实业 | 600667 | 21.20 | 10.02% | 建筑装饰 | 存储芯片、先进封装、OLED | 存储芯片+先进封装+SK海力士+无锡国资 | 3.43 |\n| 豪尔赛 | 002963 | 20.09 | 10.02% | 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 | 0.12 |\n| 登云股份 | 002715 | 15.03 | 10.03% | 汽车 | 创投、新能源汽车、比亚迪概念 | 黄金概念+汽车零部件+一季报增长 | 0.27 |\n| 老百姓 | 603883 | 14.01 | 9.97% | 医药生物 | 医药电商、养老概念、医疗器械概念 | 药品零售+股份回购+员工持股 | 1.14 |\n| 甘咨询 | 000779 | 12.73 | 10.03% | 建筑装饰 | 新型城镇化、房屋检测、乡村振兴 | 参股算力建设（金额较小）+工程咨询+AI应用+甘肃国资 | 0.25 |\n| 鸿博股份 | 002229 | 11.74 | 10.03% | 计算机 | 算力租赁、数字水印、Web3.0 | 算力租赁+彩票印刷 | 1.36 |\n| 武汉凡谷 | 002194 | 11.00 | 10.00% | 通信 | 6G概念、职业教育、毫米波雷达 | 6G预研+滤波器龙头+卫星通信 | 0.67 |\n| 双星新材 | 002585 | 10.52 | 10.04% | 塑料 | PET铜箔、OLED、柔性屏(折叠屏) | MLCC离型膜+复合铜箔+光学膜+半年报预计扭亏 | 1.36 |\n| 城地香江 | 603887 | 10.32 | 10.02% | 计算机 | 算力租赁、东数西算(算力)、腾讯概念 | 模块化数据中心+算力租赁+央企入主 | 0.59 |\n| 金发拉比 | 002762 | 10.31 | 10.03% | 纺织服装 | 三胎概念、家用电器、消毒剂 | 母婴用品+摘帽+中报预计扭亏 | 0.09 |\n| 安妮股份 | 002235 | 9.55 | 10.02% | 轻工制造 | Web3.0、知识产权保护、NFT概念 | 彩票印制+数据确权+防伪溯源+控制权变更 | 0.97 |\n| 展鹏科技 | 603488 | 9.38 | 9.96% | 机械设备 | 军工、军工信息化、虚拟现实 | 军工+军事仿真+电梯门系统 | 0.31 |\n| 恒银科技 | 603106 | 9.34 | 10.01% | 计算机 | 互联网金融、区块链、鸿蒙概念 | AI应用+金融智能终端+金融信创 | 0.68 |\n| 创力集团 | 603012 | 8.94 | 9.96% | 机械设备 | 长三角一体化、高端装备、中俄贸易概念 | 煤机装备+智慧矿山+华为合作+定增获批 | 0.59 |\n| 华智数媒 | 300426 | 7.80 | 20.00% | 传媒 | 短剧游戏、NFT概念、文化传媒概念 | 影视院线+AI应用+半年报扭亏 | 0.92 |\n| 杭钢股份 | 600126 | 7.37 | 10.00% | 普钢 | 算力租赁、国资云、东数西算(算力) | 减持未实施+算力租赁+浙江国资 | 1.33 |\n| 天融信 | 002212 | 7.17 | 9.97% | 计算机 | 数据安全、数据确权、云办公 | AI安全+智算云+车联网安全 | 1.09 |\n| 华东重机 | 002685 | 6.07 | 9.96% | 机械设备 | 高端装备、专精特新、军工 | 港机出海+GPU芯片+重大合同+中报预增 | 0.78 |\n| 乔治白 | 002687 | 5.98 | 9.93% | 纺织服装 | 创投、纺织服饰、服装家纺 | 职业装+校服+通勤服 | 0.83 |\n| 巨轮智能 | 002031 | 5.84 | 9.98% | 机械设备 | 减速器、工业母机、人形机器人 | 人形机器人+RV减速器+轮胎模具 | 0.69 |\n| 华能蒙电 | 600863 | 5.18 | 9.98% | 公用事业 | 超超临界发电、煤炭概念、高股息精选 | 电力+新能源+煤电联营+央企 | 1.33 |\n| 大众交通 | 600611 | 5.02 | 10.09% | 交通运输 | 网约车、百度概念、云计算 | 无人驾驶+上海出租车+间接投资长江存储+算力 | 0.91 |\n| 香江控股 | 600162 | 4.29 | 10.00% | 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 | 0.72 |\n| 兆新股份 | 002256 | 3.97 | 9.97% | 公用事业 | 光伏建筑一体化、绿色电力、盐湖提锂 | 光伏+收购新能源运维公司+盐湖提锂+定增 | 0.60 |\n| 宝鹰股份 | 002047 | 3.56 | 9.88% | 建筑装饰 | 股权转让(并购重组)、光伏建筑一体化、横琴新区 | 光耦合器+股权转让+国企改革 | 0.54 |\n| 金一文化 | 002721 | 3.05 | 10.11% | 纺织服装 | 互联网金融、AI应用、数字货币 | 黄金珠宝+数字货币+AI应用+海淀国资 | 0.59 |\n| 亚泰集团 | 600881 | 1.87 | 10.00% | 综合 | 物业管理、体育产业、水泥概念 | 创新药+预重整+重整投资人招募+长春国资 | 0.53 |\n| 文投控股 | 600715 | 1.80 | 9.76% | 传媒 | 网络游戏、NFT概念、短剧游戏 | 影视院线+AI漫剧+北京国资 | 0.24 |\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 | 17 | 百花医药、京投发展、亚邦股份、开开实业、金一文化、宝鹰股份、国风新材、文投控股 |\n| 新能源汽车 | 12 | 秦安股份、双星新材、国风新材、创力集团、登云股份、凯迪股份、北特科技、新泉股份 |\n| 股权转让(并购重组) | 9 | 百花医药、宝鹰股份、华东重机、文投控股、城地香江、恒尚节能、亚泰集团、安妮股份 |\n| 一带一路 | 9 | 皇氏集团、天融信、宝鹰股份、华东重机、国风新材、洁美科技、甘咨询、凯迪股份 |\n| DeepSeek概念 | 9 | 金一文化、天融信、华东重机、哈药股份、杭钢股份、鸿博股份、华智数媒、甘咨询 |\n| 物业管理 | 8 | 百花医药、京投发展、大众交通、香江控股、恒银科技、亚泰集团、安妮股份、豪尔赛 |\n| 绿色电力 | 8 | 皇氏集团、双星新材、兆新股份、杭钢股份、华能蒙电、同力天启、立新能源、太极实业 |\n| 人工智能 | 8 | 金一文化、天融信、鸿博股份、恒银科技、华智数媒、同力天启、甘咨询、创力集团 |\n| 华为概念 | 7 | 蓝盾光电、双星新材、天融信、城地香江、创力集团、武汉凡谷、豪尔赛 |\n| 智慧城市 | 7 | 蓝盾光电、皇氏集团、天融信、宝鹰股份、杭钢股份、恒银科技、豪尔赛 |\n\n## 板块归属（前一日 2026-08-10）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 | 31 |\n| 西部大开发 | 19 |\n| 2026中报预增 | 17 |\n| 股权转让(并购重组) | 15 |\n| 一带一路 | 15 |\n| 医药生物 | 14 |\n| 光伏概念 | 13 |\n| 基础化工 | 13 |\n| 华为概念 | 12 |\n| 军工 | 11 |\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 | 风华高科 | +6.73% | 电子-元件-被动元件 |\n| 2 | 哈药股份 | +9.97% | 医药生物-化学制药-化学制剂 |\n| 3 | 太极实业 | +10.02% | 建筑装饰-建筑装饰-工程咨询服务 |\n| 4 | N超纯 | +662.24% | 电子-半导体-半导体设备 |\n| 5 | 百花医药 | +10.01% | 医药生物-医疗服务-医疗研发外包 |\n| 6 | 立新能源 | +10.01% | 公用事业-电力-新能源发电 |\n| 7 | 长鑫科技 | -1.75% | 电子-半导体-数字芯片设计 |\n| 8 | 江波龙 | +1.21% | 电子-半导体-数字芯片设计 |\n| 9 | 有研新材 | +1.19% | 电子-半导体-半导体材料 |\n| 10 | 国瓷材料 | -4.24% | 电子-电子化学品-电子化学品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 | 风华高科 | +6.73% | 电子-元件-被动元件 |\n| 2 | 哈药股份 | +9.97% | 医药生物-化学制药-化学制剂 |\n| 3 | 中际旭创 | +2.59% | 通信-通信设备-通信网络设备及器件 |\n| 4 | 长鑫科技 | -1.75% | 电子-半导体-数字芯片设计 |\n| 5 | 江波龙 | +1.21% | 电子-半导体-数字芯片设计 |\n| 6 | 多氟多 | -3.19% | 基础化工-化学制品-氟化工 |\n| 7 | 药明康德 | -0.70% | 医药生物-医疗服务-医疗研发外包 |\n| 8 | 云南锗业 | -2.24% | 有色金属-小金属-其他小金属 |\n| 9 | 有研新材 | +1.19% | 电子-半导体-半导体材料 |\n| 10 | 国瓷材料 | -4.24% | 电子-电子化学品-电子化学品Ⅲ |\n\n> **人气榜要点**：\n>\n> 今日市场注意力高度聚焦于医药（哈药股份）与科技材料（国瓷材料、有研新材、长鑫科技、风华高科）方向，江波龙代表存储芯片受关注。双榜共振6股中5只属科技成长链，显示资金围绕半导体材料、存储及被动元件形成明显题材抱团，且东财人气股涨多跌少，做多情绪占优。\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 | 300862 | 蓝盾光电 | 创业板 | 环保-环保设备-环保设备Ⅲ | 70.00% | +19.99% | 拟重大资产重组复牌叠加真空镀膜设备与环境监测题材，资金追捧连续涨停。 |\n| 2 | 600272 | 开开实业 | 沪主板 | 医药生物-医药商业-医药流通 | 46.46% | +10.02% | SPD与医药商业题材共振，叠加资产收购及上海国资背景，连板走强。 |\n| 3 | 600721 | 百花医药 | 沪主板 | 医药生物-医疗服务-医疗研发外包 | 46.38% | +10.01% | CRO与创新药题材受资金关注，叠加金华国资背景，股价连续涨停。 |\n| 4 | 301520 | 万邦医药 | 创业板 | 医药生物-医疗服务-医疗研发外包 | 42.92% | +20.00% | 创新药与CRO题材驱动，叠加收购赛德盛预期，股价大涨。 |\n| 5 | 603758 | 秦安股份 | 沪主板 | 汽车-汽车零部件-底盘与发动机系统 | 35.61% | +9.97% | 人形机器人叠加真空镀膜题材，发动机核心零部件业务支撑，回购注销利好。 |\n| 6 | 300426 | 华智数媒 | 创业板 | 传媒-影视院线-影视院线Ⅲ | 31.09% | +20.00% | AI应用叠加影视院线题材，中报扭亏为盈催化股价20cm涨停。 |\n| 7 | 603655 | 朗博科技 | 沪主板 | 汽车-汽车零部件-其他汽车零部件 | 27.61% | +9.99% | 新能源汽车与橡胶密封件题材共振，年报增长预期推动涨停。 |\n| 8 | 600162 | 香江控股 | 沪主板 | 商贸零售-零售-商业物业经营 | 26.92% | +10.00% | 算力IDC概念叠加家居商贸与房地产业务，获资金关注涨停。 |\n| 9 | 600683 | 京投发展 | 沪主板 | 房地产-房地产-住宅开发 | 24.91% | +9.99% | 拟购光电子资产的资产重组预期，叠加TOD轨道物业与北京国资背景，驱动大涨。 |\n| 10 | 603797 | 联泰环保 | 沪主板 | 环保-环境治理-水务及水治理 | 24.69% | +10.02% | 污水处理PPP项目受益估值提升预期，逆势涨停。 |\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 | 600721 | 百花医药 | 沪主板 | 医药生物-医疗服务-医疗研发外包 | 80.59% | +10.01% | CRO与创新药题材受资金关注，叠加金华国资背景，股价连续涨停。 |\n| 2 | 605179 | 一鸣食品 | 沪主板 | 食品饮料-饮料制造-乳品 | 72.58% | +9.99% | 乳业叠加烘焙食品、米制鲜食题材，5连板显现资金强烈追捧。 |\n| 3 | 600162 | 香江控股 | 沪主板 | 商贸零售-零售-商业物业经营 | 63.12% | +10.00% | 算力IDC概念叠加家居商贸与房地产业务，获资金关注涨停。 |\n| 4 | 300862 | 蓝盾光电 | 创业板 | 环保-环保设备-环保设备Ⅲ | 61.47% | +19.99% | 拟重大资产重组复牌叠加真空镀膜设备与环境监测题材，资金追捧连续涨停。 |\n| 5 | 002963 | 豪尔赛 | 深主板 | 建筑装饰-建筑装饰-装饰园林 | 55.50% | +10.02% | 液冷服务器与智慧灯杆题材驱动，叠加照明工程业务，连续涨停。 |\n| 6 | 600664 | 哈药股份 | 沪主板 | 医药生物-化学制药-化学制剂 | 54.29% | +9.97% | 创新药与集采拟中标催化，硫酸钾原料药获批叠加半年报预增，走强。 |\n| 7 | 600272 | 开开实业 | 沪主板 | 医药生物-医药商业-医药流通 | 50.82% | +10.02% | SPD与医药商业题材共振，叠加资产收购及上海国资背景，连板走强。 |\n| 8 | 300426 | 华智数媒 | 创业板 | 传媒-影视院线-影视院线Ⅲ | 47.17% | +20.00% | AI应用叠加影视院线题材，中报扭亏为盈催化股价20cm涨停。 |\n| 9 | 603758 | 秦安股份 | 沪主板 | 汽车-汽车零部件-底盘与发动机系统 | 38.88% | +9.97% | 人形机器人叠加真空镀膜题材，发动机核心零部件业务支撑，回购注销利好。 |\n| 10 | 603106 | 恒银科技 | 沪主板 | 计算机-计算机设备-其他计算机设备 | 38.78% | +10.01% | AI应用叠加金融智能终端与金融信创题材，推动股价涨停。 |\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## 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 | 299.59 | +2.59% | 3.06% | 886.96 |\n| 2 | 300502 | 新易盛 | 199.77 | +3.93% | 3.86% | 415.30 |\n| 3 | 603986 | 兆易创新 | 177.21 | -0.18% | 6.53% | 402.29 |\n| 4 | 002384 | 东山精密 | 175.89 | +4.26% | 6.58% | 193.87 |\n| 5 | 000636 | 风华高科 | 172.93 | +6.73% | 22.74% | 65.85 |\n| 6 | 300285 | 国瓷材料 | 155.19 | -4.24% | 23.39% | 72.88 |\n| 7 | 601899 | 紫金矿业 | 152.99 | -6.40% | 2.17% | 33.18 |\n| 8 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"vals": [
-0.82,
0.34,
-1.63,
-0.48
]
},
"index_amount": {
"labels": [
"08-05",
"08-06",
"08-07",
"08-10",
"08-11"
],
"series": {
"上证指数": [
12087.0,
11668.0,
12095.0,
11669.0,
10667.0
],
"创业板指": [
7253.0,
6627.0,
7348.0,
6615.0,
6012.0
],
"科创50": [
1543.0,
1238.0,
1363.0,
1285.0,
1104.0
],
"中证2000（小微盘）": [
4069.0,
4275.0,
4495.0,
4427.0,
4091.0
]
},
"colors": {
"上证指数": "#1f77b4",
"科创50": "#ff7f0e",
"创业板指": "#ffd700",
"中证2000（小微盘）": "#2ca02c"
}
},
"auction": {
"labels": [
"08-05",
"08-06",
"08-07",
"08-10",
"08-11"
],
"series": {
"创业板指": [
69.94,
32.18,
20.07,
31.11,
21.42
],
"科创50": [
11.34,
11.07,
0.0,
11.66,
7.19
]
},
"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": "2026-08-11",
"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": [
"2026-08-05",
"2026-08-06",
"2026-08-07",
"2026-08-10",
"2026-08-11"
],
"limit_up": [
104.0,
83.0,
74.0,
103.0,
60.0
],
"limit_down": [
1.0,
1.0,
4.0,
5.0,
2.0
],
"ratio": [
104.0,
83.0,
18.5,
20.6,
30.0
],
"lianban_count": [
32.0,
1.0,
13.0,
13.0,
16.0
],
"market_height": [
9.0,
10.0,
4.0,
5.0,
6.0
],
"bomb_count": 18,
"bomb_rate": 23.1
}
},
"市场广度": {
"date": "2026-08-11",
"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": [
"2026-08-05",
"2026-08-06",
"2026-08-07",
"2026-08-10",
"2026-08-11"
],
"up_count": [
3725.0,
2789.0,
2856.0,
4068.0,
1615.0
],
"down_count": [
1621.0,
2590.0,
2536.0,
1391.0,
3777.0
],
"ratio": [
2.3,
1.08,
1.13,
2.92,
0.43
]
}
},
"涨停板复盘": {
"date": "2026-08-11",
"source": "东方财富涨停板池（连板/现价/封单/行业）+ 同花顺问财（涨停揭秘题材 + 同花顺概念映射，hithink-astock-selector 授权）。板块归属与「概念板块复盘」统一采用同花顺概念口径；题材标签为同花顺拼接文本，非公司公告，不构成投资建议。",
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"high_days": "2天2板",
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{
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"high_days": "2天2板",
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},
{
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"high_days": "3天3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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"high_days": "2天2板",
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{
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"high_days": "2天2板",
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},
{
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"high_days": "2天2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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"pct": 9.97,
"rank_chg": -1,
"sector": "医药生物-化学制药-化学制剂"
},
{
"rank": 3,
"code": "600667",
"name": "太极实业",
"price": 21.2,
"pct": 10.02,
"rank_chg": 68,
"sector": "建筑装饰-建筑装饰-工程咨询服务"
},
{
"rank": 4,
"code": "301717",
"name": "N超纯",
"price": 503.0,
"pct": 662.24,
"rank_chg": 0,
"sector": "电子-半导体-半导体设备"
},
{
"rank": 5,
"code": "600721",
"name": "百花医药",
"price": 12.75,
"pct": 10.01,
"rank_chg": 0,
"sector": "医药生物-医疗服务-医疗研发外包"
},
{
"rank": 6,
"code": "001258",
"name": "立新能源",
"price": 15.93,
"pct": 10.01,
"rank_chg": 5,
"sector": "公用事业-电力-新能源发电"
},
{
"rank": 7,
"code": "688825",
"name": "长鑫科技",
"price": 50.4,
"pct": -1.75,
"rank_chg": -3,
"sector": "电子-半导体-数字芯片设计"
},
{
"rank": 8,
"code": "301308",
"name": "江波龙",
"price": 417.5,
"pct": 1.21,
"rank_chg": -5,
"sector": "电子-半导体-数字芯片设计"
},
{
"rank": 9,
"code": "600206",
"name": "有研新材",
"price": 52.65,
"pct": 1.19,
"rank_chg": -3,
"sector": "电子-半导体-半导体材料"
},
{
"rank": 10,
"code": "300285",
"name": "国瓷材料",
"price": 72.88,
"pct": -4.24,
"rank_chg": 15,
"sector": "电子-电子化学品-电子化学品Ⅲ"
}
],
"ths_popularity": [
{
"rank": 1,
"code": "000636",
"name": "风华高科",
"heat": "6311474",
"pct": 6.7261,
"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": 2,
"code": "600664",
"name": "哈药股份",
"heat": "4711838",
"pct": 9.9734,
"rank_chg": 0,
"concepts": [
"流感",
"医药电商"
],
"tag": "3天3板",
"sector": "医药生物-化学制药-化学制剂"
},
{
"rank": 3,
"code": "300308",
"name": "中际旭创",
"heat": "3673814",
"pct": 2.5885,
"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": 4,
"code": "688825",
"name": "长鑫科技",
"heat": "3633993",
"pct": -1.7544,
"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": 5,
"code": "301308",
"name": "江波龙",
"heat": "3442744",
"pct": 1.2121,
"rank_chg": 0,
"concepts": [
"存储芯片",
"国家大基金持股"
],
"tag": "",
"sector": "电子-半导体-数字芯片设计"
},
{
"rank": 6,
"code": "002407",
"name": "多氟多",
"heat": "3135069",
"pct": -3.194,
"rank_chg": 2,
"concepts": [
"氟化工概念",
"PVDF概念"
],
"tag": "",
"sector": "基础化工-化学制品-氟化工"
},
{
"rank": 7,
"code": "603259",
"name": "药明康德",
"heat": "3016313",
"pct": -0.7004,
"rank_chg": -1,
"concepts": [
"创新药",
"CRO概念"
],
"tag": "",
"sector": "医药生物-医疗服务-医疗研发外包"
},
{
"rank": 8,
"code": "002428",
"name": "云南锗业",
"heat": "2921786",
"pct": -2.2422,
"rank_chg": -1,
"concepts": [
"光纤概念",
"第三代半导体"
],
"tag": "6天4板",
"sector": "有色金属-小金属-其他小金属"
},
{
"rank": 9,
"code": "600206",
"name": "有研新材",
"heat": "2867577",
"pct": 1.1916,
"rank_chg": 0,
"concepts": [
"中芯国际概念",
"国家大基金持股"
],
"tag": "5天3板",
"sector": "电子-半导体-半导体材料"
},
{
"rank": 10,
"code": "300285",
"name": "国瓷材料",
"heat": "2817228",
"pct": -4.2439,
"rank_chg": 0,
"concepts": [
"共封装光学(CPO)",
"5G"
],
"tag": "",
"sector": "电子-电子化学品-电子化学品Ⅲ"
}
],
"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": "2026-08-11",
"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": "300862",
"name": "蓝盾光电",
"sector": "创业板",
"industry": "环保-环保设备-环保设备Ⅲ",
"concepts": [
"传感器;商业航天;专精特新;毫米波雷达;华为概念;智慧城市;芯片概念;军工;PM2.5;碳中和;PPP概念;融资融券"
],
"gain_pct": 70.0,
"latest_pct": 19.99,
"reason_tags": "拟重大资产重组+复牌+真空镀膜设备+环境监测",
"reason": "拟重大资产重组复牌叠加真空镀膜设备与环境监测题材，资金追捧连续涨停。",
"news_titles": [
"封单53万手！300862，两连“20cm”涨停",
"蓝盾光电(300862)龙虎榜数据(08-10)",
"周一复牌！300862，拟重大资产重组",
"下周一复牌！300862，重大资产重组",
"300862，拟重大资产重组！下周一复牌"
]
},
{
"rank": 2,
"code": "600272",
"name": "开开实业",
"sector": "沪主板",
"industry": "医药生物-医药商业-医药流通",
"concepts": [
"医药电商;民营医院;参股银行;国企改革;2026中报预增"
],
"gain_pct": 46.46,
"latest_pct": 10.02,
"reason_tags": "SPD+医药商业+资产收购+上海国资",
"reason": "SPD与医药商业题材共振，叠加资产收购及上海国资背景，连板走强。",
"news_titles": [
"一字涨停！600272走出三连板",
"开开实业(600272)龙虎榜数据(08-10)",
"个股异动 | 开开实业四连板",
"上海七部门支持生物医药产业创新发展，医药商业概念盘中走强 | 异动情报",
"个股异动 | 开开实业盘中涨停"
]
},
{
"rank": 3,
"code": "600721",
"name": "百花医药",
"sector": "沪主板",
"industry": "医药生物-医疗服务-医疗研发外包",
"concepts": [
"青蒿素;肝炎概念;物业管理;流感;细胞免疫治疗;创新药;合成生物;CRO概念;减肥药;新疆振兴;国企改革;西部大开发;股权转让(并购重组)"
],
"gain_pct": 46.38,
"latest_pct": 10.01,
"reason_tags": "CRO+创新药+金华国资",
"reason": "CRO与创新药题材受资金关注，叠加金华国资背景，股价连续涨停。",
"news_titles": [
"600721，6连板！",
"又封涨停！600721，6连板",
"600721，5连板",
"600721，五连板",
"创新药概念批量涨停！600721，六连板"
]
},
{
"rank": 4,
"code": "301520",
"name": "万邦医药",
"sector": "创业板",
"industry": "医药生物-医疗服务-医疗研发外包",
"concepts": [
"仿制药一致性评价;创新药;CRO概念;减肥药;食品安全;DeepSeek概念;融资融券"
],
"gain_pct": 42.92,
"latest_pct": 20.0,
"reason_tags": "创新药+CRO+收购赛德盛",
"reason": "创新药与CRO题材驱动，叠加收购赛德盛预期，股价大涨。",
"news_titles": [
"万邦医药(301520)龙虎榜数据(08-10)",
"万邦医药(301520)龙虎榜数据(08-07)",
"万邦医药(301520)龙虎榜数据(08-06)",
"万邦医药(301520)龙虎榜数据(08-05)",
"万邦医药(301520)龙虎榜数据(08-04)"
]
},
{
"rank": 5,
"code": "603758",
"name": "秦安股份",
"sector": "沪主板",
"industry": "汽车-汽车零部件-底盘与发动机系统",
"concepts": [
"长安汽车概念;人形机器人;新能源汽车;西部大开发;传感器;消费电子概念;沪股通;融资融券"
],
"gain_pct": 35.61,
"latest_pct": 9.97,
"reason_tags": "人形机器人+真空镀膜+发动机核心零部件+回购注销",
"reason": "人形机器人叠加真空镀膜题材，发动机核心零部件业务支撑，回购注销利好。",
"news_titles": [
"秦安股份(603758)龙虎榜数据(08-10)",
"今日盘中突破半年线个股",
"50只股上午收盘涨停(附股)",
"74只股上午收盘涨停(附股)",
"60只股上午收盘涨停(附股)"
]
},
{
"rank": 6,
"code": "300426",
"name": "华智数媒",
"sector": "创业板",
"industry": "传媒-影视院线-影视院线Ⅲ",
"concepts": [
"短剧游戏;NFT概念;文化传媒概念;IP经济(谷子经济);AIGC概念;AI应用;抖音概念(字节概念);阿里巴巴概念;DeepSeek概念;人工智能;国企改革"
],
"gain_pct": 31.09,
"latest_pct": 20.0,
"reason_tags": "影视院线+AI应用+半年报扭亏",
"reason": "AI应用叠加影视院线题材，中报扭亏为盈催化股价20cm涨停。",
"news_titles": [
"华智数媒(300426.SZ)2026年中报净利润为4259.92万元，扭亏为盈",
"华智数媒(300426.SZ)：2026年中报净利润为4259.92万元，同比扭亏为盈",
"华智数媒：上半年净利润4259.92万元 同比扭亏",
"今日盘中突破半年线个股",
"50只股上午收盘涨停(附股)"
]
},
{
"rank": 7,
"code": "603655",
"name": "朗博科技",
"sector": "沪主板",
"industry": "汽车-汽车零部件-其他汽车零部件",
"concepts": [
"新能源汽车"
],
"gain_pct": 27.61,
"latest_pct": 9.99,
"reason_tags": "橡胶密封件+新能源汽车+年报增长",
"reason": "新能源汽车与橡胶密封件题材共振，年报增长预期推动涨停。",
"news_titles": [
"60只股上午收盘涨停(附股)",
"朗博科技(603655.SH)：董事会秘书梅勇申辞职，董事长戚淦超暂代职责",
"朗博科技：董事会秘书梅勇申辞职 董事长代行职责",
"90只股即将实施分红（名单）",
"机构风向标 | 朗博科技(603655)2026年一季度已披露持仓机构仅6家"
]
},
{
"rank": 8,
"code": "600162",
"name": "香江控股",
"sector": "沪主板",
"industry": "商贸零售-零售-商业物业经营",
"concepts": [
"物业管理;沪股通;融资融券;京津冀一体化;养老概念;民营医院;粤港澳大湾区"
],
"gain_pct": 26.92,
"latest_pct": 10.0,
"reason_tags": "算力+IDC+家居商贸+房地产",
"reason": "算力IDC概念叠加家居商贸与房地产业务，获资金关注涨停。",
"news_titles": [
"香江控股(600162)龙虎榜数据(08-05)",
"香江控股(600162)龙虎榜数据(07-31)",
"50只股上午收盘涨停(附股)",
"沪股通现身15只个股龙虎榜",
"香江控股振幅15.96%，沪股通净买入833.03万元"
]
},
{
"rank": 9,
"code": "600683",
"name": "京投发展",
"sector": "沪主板",
"industry": "房地产-房地产-住宅开发",
"concepts": [
"特色小镇;物业管理;土地流转;创投;养老概念;国企改革;京津冀一体化;旅游概念;沪股通"
],
"gain_pct": 24.91,
"latest_pct": 9.99,
"reason_tags": "资产重组+拟购光电子资产+TOD轨道物业+北京国资",
"reason": "拟购光电子资产的资产重组预期，叠加TOD轨道物业与北京国资背景，驱动大涨。",
"news_titles": []
},
{
"rank": 10,
"code": "603797",
"name": "联泰环保",
"sector": "沪主板",
"industry": "环保-环境治理-水务及水治理",
"concepts": [
"新型城镇化;污水处理;PPP概念;粤港澳大湾区"
],
"gain_pct": 24.69,
"latest_pct": 10.02,
"reason_tags": "污水处理+PPP项目+估值提升",
"reason": "污水处理PPP项目受益估值提升预期，逆势涨停。",
"news_titles": [
"联泰环保(603797)龙虎榜数据(08-10)",
"机构风向标 | 联泰环保(603797)2026年二季度已披露持仓机构仅3家",
"营业部最青睐个股曝光 5股净买入超亿元",
"联泰环保8月10日龙虎榜数据",
"50只股上午收盘涨停(附股)"
]
}
],
"ten_day": [
{
"rank": 1,
"code": "600721",
"name": "百花医药",
"sector": "沪主板",
"industry": "医药生物-医疗服务-医疗研发外包",
"concepts": [
"青蒿素;肝炎概念;物业管理;流感;细胞免疫治疗;创新药;合成生物;CRO概念;减肥药;新疆振兴;国企改革;西部大开发;股权转让(并购重组)"
],
"gain_pct": 80.59,
"latest_pct": 10.01,
"reason_tags": "CRO+创新药+金华国资",
"reason": "CRO与创新药题材受资金关注，叠加金华国资背景，股价连续涨停。",
"news_titles": [
"600721，6连板！",
"又封涨停！600721，6连板",
"600721，5连板",
"600721，五连板",
"创新药概念批量涨停！600721，六连板"
]
},
{
"rank": 2,
"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": 72.58,
"latest_pct": 9.99,
"reason_tags": "乳业+烘焙食品+米制鲜食",
"reason": "乳业叠加烘焙食品、米制鲜食题材，5连板显现资金强烈追捧。",
"news_titles": [
"一鸣食品(605179)龙虎榜数据(08-06)",
"一鸣食品(605179)龙虎榜数据(08-04)",
"一鸣食品(605179)龙虎榜数据(08-03)",
"不只是“一鸣”惊人！605179尾盘涨停，5连板！",
"一鸣食品(605179)龙虎榜数据(07-31)"
]
},
{
"rank": 3,
"code": "600162",
"name": "香江控股",
"sector": "沪主板",
"industry": "商贸零售-零售-商业物业经营",
"concepts": [
"物业管理;沪股通;融资融券;京津冀一体化;养老概念;民营医院;粤港澳大湾区"
],
"gain_pct": 63.12,
"latest_pct": 10.0,
"reason_tags": "算力+IDC+家居商贸+房地产",
"reason": "算力IDC概念叠加家居商贸与房地产业务，获资金关注涨停。",
"news_titles": [
"香江控股(600162)龙虎榜数据(08-05)",
"香江控股(600162)龙虎榜数据(07-31)",
"50只股上午收盘涨停(附股)",
"沪股通现身15只个股龙虎榜",
"香江控股振幅15.96%，沪股通净买入833.03万元"
]
},
{
"rank": 4,
"code": "300862",
"name": "蓝盾光电",
"sector": "创业板",
"industry": "环保-环保设备-环保设备Ⅲ",
"concepts": [
"传感器;商业航天;专精特新;毫米波雷达;华为概念;智慧城市;芯片概念;军工;PM2.5;碳中和;PPP概念;融资融券"
],
"gain_pct": 61.47,
"latest_pct": 19.99,
"reason_tags": "拟重大资产重组+复牌+真空镀膜设备+环境监测",
"reason": "拟重大资产重组复牌叠加真空镀膜设备与环境监测题材，资金追捧连续涨停。",
"news_titles": [
"封单53万手！300862，两连“20cm”涨停",
"蓝盾光电(300862)龙虎榜数据(08-10)",
"周一复牌！300862，拟重大资产重组",
"下周一复牌！300862，重大资产重组",
"300862，拟重大资产重组！下周一复牌"
]
},
{
"rank": 5,
"code": "002963",
"name": "豪尔赛",
"sector": "深主板",
"industry": "建筑装饰-建筑装饰-装饰园林",
"concepts": [
"智慧灯杆;数字孪生;新型城镇化;雄安新区;智慧城市;物业管理;旅游概念;腾讯概念;物联网;阿里巴巴概念;换电概念;碳中和;华为概念;液冷服务器;数据中心(AIDC);储能;充电桩;高压快充"
],
"gain_pct": 55.5,
"latest_pct": 10.02,
"reason_tags": "液冷服务器+智慧灯杆+照明工程",
"reason": "液冷服务器与智慧灯杆题材驱动，叠加照明工程业务，连续涨停。",
"news_titles": [
"豪尔赛(002963)龙虎榜数据(08-07)",
"002963连收5个涨停板，公司仍被证监会调查中",
"豪尔赛(002963)龙虎榜数据(08-04)",
"涨超2.6%，黄金ETF易方达(159934)连续5天净流入",
"豪尔赛：股价异动 上半年业绩预亏2600万元至3200万元"
]
},
{
"rank": 6,
"code": "600664",
"name": "哈药股份",
"sector": "沪主板",
"industry": "医药生物-化学制药-化学制剂",
"concepts": [
"流感;医药电商;维生素;仿制药一致性评价;肝炎概念;创新药;黑龙江自贸区;三胎概念;养老概念;跨境电商;DeepSeek概念;沪股通;融资融券;冷链物流;民营医院"
],
"gain_pct": 54.29,
"latest_pct": 9.97,
"reason_tags": "创新药+集采拟中标+半年报预增",
"reason": "创新药与集采拟中标催化，硫酸钾原料药获批叠加半年报预增，走强。",
"news_titles": [
"哈药股份(600664)龙虎榜数据(08-06)",
"哈药股份(600664.SH)：硫酸钾原料药获上市申请批准",
"哈药股份(600664)龙虎榜数据(07-27)",
"600664上演“地天板”，最近8个交易日6个涨停｜快讯",
"上午最靓！600664，5连板"
]
},
{
"rank": 7,
"code": "600272",
"name": "开开实业",
"sector": "沪主板",
"industry": "医药生物-医药商业-医药流通",
"concepts": [
"医药电商;民营医院;参股银行;国企改革;2026中报预增"
],
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"latest_pct": 10.02,
"reason_tags": "SPD+医药商业+资产收购+上海国资",
"reason": "SPD与医药商业题材共振，叠加资产收购及上海国资背景，连板走强。",
"news_titles": [
"一字涨停！600272走出三连板",
"开开实业(600272)龙虎榜数据(08-10)",
"个股异动 | 开开实业四连板",
"上海七部门支持生物医药产业创新发展，医药商业概念盘中走强 | 异动情报",
"个股异动 | 开开实业盘中涨停"
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"rank": 8,
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"name": "华智数媒",
"sector": "创业板",
"industry": "传媒-影视院线-影视院线Ⅲ",
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"短剧游戏;NFT概念;文化传媒概念;IP经济(谷子经济);AIGC概念;AI应用;抖音概念(字节概念);阿里巴巴概念;DeepSeek概念;人工智能;国企改革"
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"reason": "AI应用叠加影视院线题材，中报扭亏为盈催化股价20cm涨停。",
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"华智数媒(300426.SZ)2026年中报净利润为4259.92万元，扭亏为盈",
"华智数媒(300426.SZ)：2026年中报净利润为4259.92万元，同比扭亏为盈",
"华智数媒：上半年净利润4259.92万元 同比扭亏",
"今日盘中突破半年线个股",
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]
},
{
"rank": 9,
"code": "603758",
"name": "秦安股份",
"sector": "沪主板",
"industry": "汽车-汽车零部件-底盘与发动机系统",
"concepts": [
"长安汽车概念;人形机器人;新能源汽车;西部大开发;传感器;消费电子概念;沪股通;融资融券"
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"reason": "人形机器人叠加真空镀膜题材，发动机核心零部件业务支撑，回购注销利好。",
"news_titles": [
"秦安股份(603758)龙虎榜数据(08-10)",
"今日盘中突破半年线个股",
"50只股上午收盘涨停(附股)",
"74只股上午收盘涨停(附股)",
"60只股上午收盘涨停(附股)"
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},
{
"rank": 10,
"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"
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"reason": "AI应用叠加金融智能终端与金融信创题材，推动股价涨停。",
"news_titles": [
"恒银科技(603106)龙虎榜数据(08-07)",
"恒银科技(603106)龙虎榜数据(08-06)",
"恒银科技(603106)龙虎榜数据(08-03)",
"欣天科技4连板，转基因概念涨幅居前丨强势个股",
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},
{
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},
{
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},
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],
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"opening": "你是 A股复盘策略师。基于数据撰写『行情总结与明日策略』，结构：### 一、行情总结（1.指数 2.板块 3.各板块龙头个股 4.消息催化）；### 二、明日策略（仓位建议、方向、风险）。结论前置、克制、不喊单、不编造。",
"mainline": "你是 A股题材分析师。基于板块数据，用『三重确认』筛选当日主线：①涨停家数（广度）②近5日涨停次数（短期资金）③近10日涨停次数（中期资金）。每条主线需给出这三项数值并说明确认逻辑；若无可确认主线，明确说明『当日无板块效应主线』。仅依据数据，不编造。"
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