龙虎榜 | 佛山系爆买卫星化学近4亿！四家游资疯狂涌入海陆重工

格隆汇2025-04-23

4月23日，特朗普关税“改口”，A股收盘涨跌不一，全天成交1.26万亿元，较前一交易日增量1413亿元。板块上，机器人、汽车零部件、消费电子、电机等板块活跃，贵金属、黄金概念重挫，商业百货、食品饮料、预制菜等板块走低。今日共61股涨停，连板股总数11只，34股封板未遂，封板率为64%（不含ST股、退市股）。焦点股方面，连云港走出14天9板，但其余高位股大面积退潮，国芳集团、红宝丽、安记食品、...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2529572663?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/1cfc0-37499382-03b1-45ce-9da4-13996d490dbf.jpg?guru_height=1536&guru_width=2688","is_english":false,"pubTime":"2025-04-23 18:05","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2529572663","market":"us","top_or_hot":-1,"title":"龙虎榜 | 佛山系爆买卫星化学近4亿！四家游资疯狂涌入海陆重工","media":"格隆汇","content":"<div>\n<p>4月23日，特朗普关税“改口”，A股收盘涨跌不一，全天成交1.26万亿元，较前一交易日增量1413亿元。板块上，机器人、汽车零部件、消费电子、电机等板块活跃，贵金属、黄金概念重挫，商业百货、食品饮料、预制菜等板块走低。今日共61股涨停，连板股总数11只，34股封板未遂，封板率为64%（不含ST股、退市股）。焦点股方面，连云港走出14天9板，但其余高位股大面积退潮，国芳集团、红宝丽、安记食品、...</p>\n\n<a href=\"https://www.gelonghui.com/p/2085405\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>龙虎榜 | 佛山系爆买卫星化学近4亿！四家游资疯狂涌入海陆重工</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n龙虎榜 | 佛山系爆买卫星化学近4亿！四家游资疯狂涌入海陆重工\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-23 18:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/2085405><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月23日，特朗普关税“改口”，A股收盘涨跌不一，全天成交1.26万亿元，较前一交易日增量1413亿元。板块上，机器人、汽车零部件、消费电子、电机等板块活跃，贵金属、黄金概念重挫，商业百货、食品饮料、预制菜等板块走低。今日共61股涨停，连板股总数11只，34股封板未遂，封板率为64%（不含ST股、退市股）。焦点股方面，连云港走出14天9板，但其余高位股大面积退潮，国芳集团、红宝丽、安记食品、...</p>\n\n<a href=\"https://www.gelonghui.com/p/2085405\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0188","symbol_name":"融资融券","start_time":0,"source_url":"https://www.gelonghui.com/p/2085405","article_id":"2529572663","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/1cfc0-37499382-03b1-45ce-9da4-13996d490dbf.jpg?guru_height=1536&guru_width=2688"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2529572663","pubTimestamp":1745402740,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"今日龙虎榜净买入额前三为卫星化学、赤峰黄金、万丰奥威","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600571":"信雅达","600738":"丽尚国潮","600865":"百大集团","600988":"赤峰黄金","BK0188":"融资融券","002648":"卫星化学","BK0077":"质押式回购","BK1198":"黄金","BK0036":"汽车后市场","BK0197":"中小创蓝筹","BK0264":"汽车制造","BK0019":"丝绸之路","BK0132":"高送转概念","BK0231":"软件信息","BK0076":"特斯拉","BK0127":"黄金珠宝","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","002085":"万丰奥威","BK0186":"小盘成长","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0209":"零售","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU2460026573.USD":"abrdn SICAV I -  CHINA NEXT GENERATION \"A\" (USD) ACC","BK0037":"军民融合","BK0070":"员工持股","BK0196":"行业龙头","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","BK0242":"有色金属","BK1544":"黄金股","BK0086":"举牌","BK0096":"民营医院","BK0028":"国家队","BK0095":"互联网金融","BK0056":"扶贫","BK0229":"化学制品","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","BK0166":"小程序"},"translate_title":"Dragon and Tiger List Foshan Department bought nearly 400 million satellite chemistry! Four hot money companies crazily poured into Hailu Heavy Industry","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600571":0.9,"600738":0.9,"600865":0.9,"600988":0.9,"002648":0.9,"002085":0.9},"content_text":"4月23日，特朗普关税“改口”，A股收盘涨跌不一，全天成交1.26万亿元，较前一交易日增量1413亿元。板块上，机器人、汽车零部件、消费电子、电机等板块活跃，贵金属、黄金概念重挫，商业百货、食品饮料、预制菜等板块走低。今日共61股涨停，连板股总数11只，34股封板未遂，封板率为64%（不含ST股、退市股）。焦点股方面，连云港走出14天9板，但其余高位股大面积退潮，国芳集团、红宝丽、安记食品、亚联机械等跌停。下面我们来看下今日龙虎榜情况：今日龙虎榜净买入额前三为卫星化学、赤峰黄金、万丰奥威，分别为7.66亿元、2.53亿元、1.99亿元。龙虎榜净卖出额前三为信雅达、百大集团、丽尚国潮，分别为8496.27万元、7264.94万元、6656.5万元。龙虎榜中涉及机构专用席位的个股中，当日净买入额前三为卫星化学、兆威机电、肇民科技，分别为1.63亿元、6981.25万元、5118.79万元。龙虎榜中涉及机构专用席位的个股中，当日净卖出额前三为赤峰黄金、贝因美、信雅达，分别为2.5亿元、9979.86万元、9287.99万元。部分榜单个股题材：卫星化学（化工 + 一季报预增）1、公司股价此前受关税影响较大，公司拥有完整的C2与C3产业链一体化优势，关税影响一部分美国进口原材料成本。不过早前，特朗普关税“改口”，预计对华税率将大幅降低。2、公司预计2025年一季度净利润14.50亿元至16.50亿元，同比增长41.79%至61.35%。赤峰黄金（黄金股）周三现货黄金大幅回调，避险情绪降温。随着国际贸易紧张局势缓和，激发了股市乐观情绪并提振美元反弹至近一周高位。信雅达（跨境支付 + 金融科技 + AI智能体）1、公司主要为国内金融行业客户提供软件产品、解决方案以及相关服务，并根据国家信创政策及相关金融行业要求，适配包括华为等第三方机构在内的有关系统。公司跨境支付系统主要服务于银行等金融机构。2、公司内部已部署了DeepSeek。通过接入DeepSeek，公司在算力管理与应用开发上更进一步，可为金融行业客户带来更低成本、更高效能的智能体开发方案。百大集团（零售）1、 昨日百大集团发布股票交易风险提示公告，公司股价短期涨幅较大，存在股价短期涨幅较大后续下跌的风险。2. 浙江省商务厅等10部门日前2025年4月18日印发《关于促进首发经济高质量发展的实施方案》。公司主营业务为百货零售业，拥有杭州百货大楼一家门店，委托给浙江银泰百货管理。杭州百货大楼是公司最主要的收入和利润来源。机构重点交易个股：卫星化学：今日涨停，换手率3.63%，成交额21.06亿元。龙虎榜数据显示，深股通净买入2.02亿元，佛山系净买入3.93亿元。兆威机电：今日涨停，换手率达5.28%，成交额13.25亿元。龙虎榜数据显示，北向资金净买出398.05万元肇民科技：今日涨停，日换手率达10.98%，成交额11.11亿元。龙虎榜数据显示，上海超短帮以净买入3982.15万元位居榜首。机构席位方面，共有三个机构席位参与。赤峰黄金：今日跌停，成交额51.34亿元，换手率10.64%，盘后龙虎榜数据显示，机构合计净卖出2.5亿元，北向资金合计净买入2.16亿元。贝因美：今日涨6.07%，换手率46.25%，成交额34.56亿元。龙虎榜数据显示，两家机构买入6811.12万元，卖出1.68亿元，净卖出9979.86万元；游资“消闲派”位列买三席位，净买入4457.24万元。信雅达：今日收涨0.79%，换手率36.53%，成交额31.44亿元。龙虎榜数据显示，沪股通买入1.04亿元，机构卖出9287.99万元。在龙虎榜中，涉及沪股通专用席位的个股有5只，赤峰黄金的沪股通专用席位净买入额最大，净买入2.16亿元。在龙虎榜中，涉及深股通专用席位的个股有4只，卫星化学的深股通专用席位净买入额最大，净买入2.02亿元。游资操作动向：佛山系：净买入卫星化学、天保基建，分别为3.927亿元、3164万元呼家楼：净买入尤夫股份、海陆重工，分别为1.282亿元、6378万元T王：净买入信雅达、保锐科技、步步高、丽尚国潮，分别为7849万元、6832万元、2911万元、2694万元，净卖出贝因美、华光源海，分别为2549万元、1763万元消闲派：净买入贝因美、海陆重工，分别为5141万元、3255万元章盟主：净买入保锐科技、步步高，分别为5795万元、5307万元北京中关村：净买入晓程科技、尤夫股份、天保基建，分别为3778万元、2282万元、2168万元中山东路：净买入海陆重工、万丰奥威，分别为4027万元、4027万元徐留胜：净买入爱博医疗7656万元一瞬流光：净买入万丰奥威7199万元温州帮：净买入赤峰黄金8073万元上海超短帮：净买入海陆重工、肇民科技，分别为3988万元、3982万元，净卖出麦趣尔1981万元广东帮：净买入步步高4679万元，净卖出亚联机械2095万元上塘路：净买入丽尚国潮1281万元，净卖出百大集团4551万元成都系：净卖出保锐科技2281万元","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2529572663","isCrawlerRequest":true}