云中马涨5.05% 资金流入与板块轮动共振

智选洞察2025-08-04

云中马股价大幅上涨，最新价35.15元/股，涨幅达5.05%。资金共振与板块轮动驱动波动云中马近期净流入主要受资金面与市场风格切换共同作用。截至8月4日，该股主力资金连续多个交易日呈现净流入，其中7月29日至31日累计净流入超2800万元，与纺织制造板块整体资金撤离形成反差。板块层面，7月25日当周纺织制造板块主力净流出逾30亿元，低估值个股成为部分资金避险选择。技术面上，其年初至今59.27%的...

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/2556387450?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-04 10:56","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2556387450","market":"sh","top_or_hot":-1,"title":"云中马涨5.05% 资金流入与板块轮动共振","media":"智选洞察","content":"<div>\n<p>云中马股价大幅上涨，最新价35.15元/股，涨幅达5.05%。资金共振与板块轮动驱动波动云中马近期净流入主要受资金面与市场风格切换共同作用。截至8月4日，该股主力资金连续多个交易日呈现净流入，其中7月29日至31日累计净流入超2800万元，与纺织制造板块整体资金撤离形成反差。板块层面，7月25日当周纺织制造板块主力净流出逾30亿元，低估值个股成为部分资金避险选择。技术面上，其年初至今59.27%的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105620a6d160a0&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>云中马涨5.05% 资金流入与板块轮动共振</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云中马涨5.05% 资金流入与板块轮动共振\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-04 10:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105620a6d160a0&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>云中马股价大幅上涨，最新价35.15元/股，涨幅达5.05%。资金共振与板块轮动驱动波动云中马近期净流入主要受资金面与市场风格切换共同作用。截至8月4日，该股主力资金连续多个交易日呈现净流入，其中7月29日至31日累计净流入超2800万元，与纺织制造板块整体资金撤离形成反差。板块层面，7月25日当周纺织制造板块主力净流出逾30亿元，低估值个股成为部分资金避险选择。技术面上，其年初至今59.27%的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105620a6d160a0&s=b\">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":"603130","symbol_name":"云中马","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105620a6d160a0&s=b","article_id":"2556387450","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804105620a6d160a0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2556387450","pubTimestamp":1754276174,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"云中马股价大幅上涨，最新价35.15元/股，涨幅达5.05%。资金共振与板块轮动驱动波动云中马近期净流入主要受资金面与市场风格切换共同作用。截至8月4日，该股主力资金连续多个交易日呈现净流入，其中7月29日至31日累计净流入超2800万元，与纺织制造板块整体资金撤离形成反差。业绩承压则加剧分歧，2024年前三季度净利润同比下滑15.9%，叠加原材料价格波动，压制短期资金持续性预期。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"603130":"云中马","BK0247":"纺织业"},"translate_title":"Yunzhongma rose 5.05%, capital inflows resonated with sector rotation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"603130":1},"content_text":"云中马股价大幅上涨，最新价35.15元/股，涨幅达5.05%。资金共振与板块轮动驱动波动云中马近期净流入主要受资金面与市场风格切换共同作用。截至8月4日，该股主力资金连续多个交易日呈现净流入，其中7月29日至31日累计净流入超2800万元，与纺织制造板块整体资金撤离形成反差。板块层面，7月25日当周纺织制造板块主力净流出逾30亿元，低估值个股成为部分资金避险选择。技术面上，其年初至今59.27%的涨幅触发部分获利盘兑现，但34.6元关键压力位突破后形成新支撑。业绩承压则加剧分歧，2024年前三季度净利润同比下滑15.9%，叠加原材料价格波动，压制短期资金持续性预期。业务突围与估值锚定主导方向中长期看，云中马估值重塑需依赖业务结构优化与产能释放。尽管纬编产品收入同比增长24%，但经编革基布仍占营收88.45%，业务集中度风险亟待改善。中信证券研报指出，当前55.78倍动态市盈率较行业存在溢价，但功能性纤维项目若投产或打开第二增长曲线。技术面26.81元支撑位与0.65%股息率构成安全边际，但需警惕中游制造景气度波动对产能利用率的冲击。机构普遍认为，三季报盈利修复幅度及新材料研发进展，将决定股价能否突破当前平台。当前股价已站上35元关口，后续需验证资金流入持续性与基本面改善的协同效应。","kind":"news","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,"symbols":[],"gpt_button":1,"need_auth":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,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","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/2556387450","isCrawlerRequest":true}