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重塑能源股价上涨2.52%,新能源行业并购整合趋势明显
Jing Ji Guan Cha Wang· 2026-02-13 10:29
根据最新行情数据,截至2026年02月13日16:08:11,重塑能源(代码:02570)在港股市场的最新股价为 52.85港元,较前一日收盘价51.55港元上涨2.52%。当日开盘价为51.05港元,最高价52.95港元,最低价 50.30港元,振幅5.14%。成交金额约4981万港元,换手率1.55%。近5日累计上涨8.83%,但年初至今仍 下跌18.44%。公司市盈率(TTM)为负值(-7.44),市净率1.95,总市值约49.26亿港元。所属新能源物料板 块同期下跌2.58%,恒生指数下跌1.72%。 近期事件 经济观察网截至2026年2月13日,重塑能源(02570.HK)股价报52.85港元,上涨2.52%,成交额约4981万 港元。公司市盈率为负,年初至今股价累计下跌18.44%。 股票近期走势 近7天能源行业热点集中於并购整合、新能源汽车市场动态及政策导向,可能间接影响重塑能源等新能 源物料企业。根据新浪财经报道,能源行业并购呈现头部集中趋势,全球领先的油气公司包揽超53%的 并购交易总额,频繁收购的企业股东回报率比非并购类公司高出130%,这凸显规模效应对成本控制的 关键作用。此外,新浪新能 ...
圣诺生物多款药品拟中选国家集采接续采购
Jing Ji Guan Cha Wang· 2026-02-13 10:28
Recent Events - The company announced on February 11, 2026, that its wholly-owned subsidiary, Chengdu Saintno Biological Pharmaceutical Co., Ltd., is participating in the national organized procurement of medicines, with multiple products (such as Acetate Octreotide Injection and Thymosin Alpha 1 Injection) expected to be selected. The results of the selection are anticipated to be officially implemented by the end of March 2026, with the procurement cycle lasting until the end of 2028. This event may impact future sales scale and market share [2]. Performance and Operations - The company released a profit forecast on January 16, 2026, indicating a significant year-on-year increase in net profit attributable to the owners of the parent company. However, specific financial data will be confirmed in the subsequent audited annual report, the release date of which has not yet been announced. Attention should be paid to official communications from the company [3].
ST四环退市风险加剧,2025年预亏超3000万元
Jing Ji Guan Cha Wang· 2026-02-13 10:27
经济观察网ST四环(000518)因2024年业绩触及财务类退市指标,已被实施退市风险警示。若2025年经审 计的最终财务数据仍不达标,公司股票可能被终止上市。 近期事件ST四环(股票代码:000518)近期主要热点围绕其退市风险提示。根据公司2026年1月27日发布 的公告,因2024年度净利润为负且营业收入低于3亿元,股票已被实施退市风险警示。若2025年度报告 披露后,经审计的利润指标孰低为负且扣除后营业收入低于3亿元,公司股票可能被终止上市。该风险 提示每十个交易日更新一次,投资者需密切关注后续公告。 以上内容基于公开资料整理,不构成投资建议。 股票近期走势近7天(2026年2月6日至2月12日),ST四环股价呈现波动下行趋势。区间收盘价从2.61元下 跌至2.55元,累计跌幅约2.3%,振幅达1.57%。2月12日单日跌1.92%,成交额2239万元,换手率 0.85%。技术面显示,股价处于空头行情,20日布林线压力位2.79元,支撑位2.47元,MACD指标偏 弱,反映市场情绪谨慎。 财报分析公司2025年度业绩预告显示,预计净利润亏损3000万元至4000万元,扣非净利润亏损3300万元 至46 ...
京粮控股股价创60日新低,业绩预亏与行业压力成主因
Jing Ji Guan Cha Wang· 2026-02-13 10:27
Company Performance - Jingliang Holdings expects a net profit loss of 230 million to 320 million yuan for the year 2025, marking a shift from profit to loss year-on-year [2] - The main reasons for the loss include pressure on the oil and food segments, with the oil segment facing unstable quality of imported soybeans and rising crushing costs, while the food segment suffers from declining sales due to shrinking traditional channels and online competition [2] - The company plans to recognize impairment provisions of approximately 110 million to 160 million yuan for goodwill and receivables, further exacerbating the loss [2] Industry Environment - The oil processing industry is under pressure from raw material price fluctuations and intensified homogenization competition, with the CBOT soybean inventory-to-consumption ratio reaching a five-year high in 2025, leading to sustained pressure on crushing profits [3] - The company's financial structure has deteriorated, with a debt-to-asset ratio rising to 59.77% and a low inventory turnover rate of only 2.09 times, indicating weak short-term solvency [3] - Although the net cash flow from operating activities improved to 149 million yuan, it is insufficient to offset the impact of declining profitability [3] Market Sentiment - On February 13, the main funds experienced a net outflow of 3.46 million yuan, reflecting insufficient market confidence as the stock price declined alongside a decrease in financing balance [4] - The agricultural product processing industry index fell by 0.73% on the same day, with the company's stock decline exceeding the industry average [4] Future Outlook - Attention is required on the delay of the Hainan Yangpu project to 2027, fluctuations in raw material prices, and regulatory adjustments that may impact long-term operations [5]
利柏特股价波动,机构看好氢能核电业务
Jing Ji Guan Cha Wang· 2026-02-13 10:23
Group 1 - The stock price of Libat (605167) has shown volatility recently, with a cumulative decline of 0.91% over the past five days, and a peak trading volume of 925,000 yuan on February 10, which has since decreased [1] - The company is focusing on hydrogen energy, nuclear power, and offshore equipment, with ongoing research in modular technology for electrolysis hydrogen devices and applications in nuclear fusion experiments [2] - Institutional sentiment towards Libat is moderately optimistic, with a target price of 20.41 yuan indicating a potential upside of 16.83% from the current price, and a forecasted net profit growth of 18.76% for 2026 [3] Group 2 - The company has announced a significant offshore module weighing over 12,000 tons, highlighting its strategic positioning in the offshore equipment sector [2] - Despite the positive outlook, the company's revenue and net profit showed a year-on-year decline in the third quarter of 2025, indicating ongoing pressure on its fundamentals [3] - In the last 90 days, four institutions have rated the stock, with three giving a "buy" rating and one an "accumulate" rating, reflecting a generally favorable view among analysts [3]
长虹美菱高管变动,股价震荡下行,机构评级中性
Jing Ji Guan Cha Wang· 2026-02-13 10:23
机构观点 机构对长虹美菱的最新评级偏中性。根据2026年2月13日数据,综合目标价为9.56元,较当前股价存在 43.76%的上涨空间,但机构调研频率一般,利好评级占比为0%。盈利预测方面,22家机构预计2025年 净利润同比增长2.25%,2026年增速可能提升至11.89%,主要基于营收稳步扩张的预期。 股票近期走势 从2026年2月7日至13日,长虹美菱A股(代码:000521)股价整体呈现震荡下行态势。区间累计跌幅为 0.75%,振幅1.96%,最新收盘价6.58元(截至2月13日),较前一日微跌0.15%。成交较为清淡,日均换 手率约0.7%,2月13日主力资金净流出125万元,市场交投活跃度一般。同期白色家电板块跌幅0.15%, 公司股价表现略弱于行业平均水平。 经济观察网 近7天内,长虹美菱(000521)的主要热点是高管变动。2026年2月11日,公司召开董事会 选举李小东为第十一届董事会董事长,任期自当日起至本届董事会届满。此次变动接替了原董事长吴定 刚的职务(吴定刚于2026年1月26日因个人工作调整辞职)。李小东出生于1984年,拥有电子科技大学 工商管理硕士学位,较前任更年轻且学历更高 ...
福晶科技逆市下跌3.97%,股东减持与板块情绪成主因
Jing Ji Guan Cha Wang· 2026-02-13 10:23
经济观察网福晶科技(002222)(002222.SZ)在2026年2月13日出现逆市下跌,收盘报71.09元,跌幅 3.97%,而同日上证指数跌1.26%,光学光电子板块跌0.87%。下跌主要受控股股东减持压力、技术面回 调及板块情绪拖累,但资金面呈现主力净流入态势。 股票近期走势 股价与大盘背离:福晶科技当日振幅达4.73%,最低触及71.00元,成交额12.21亿元,换手率3.63%。其 所属的光学光电子板块整体下跌0.87%,电子板块微跌0.29%。 资金面分化:主力资金净流入6974.69万元,占总成交额5.71%,但游资和散户资金分别净流出3327.93 万元、3646.76万元,显示内部资金分歧。 股价异动原因 板块情绪拖累:尽管半导体设备板块逆势上涨0.14%,但光学光电子板块整体低迷,部分资金流向军 工、影视等防御性板块。 业绩经营情况 业绩稳健增长:2025年前三季度营收8.42亿元(同比+26.62%),归母净利润2.18亿元(同比+29.75%),毛 利率维持在52.81%。机构预测2025年净利润同比增29.33%至2.83亿元。 主力资金逆势布局:2月12日融资净买入2542.72 ...
东威科技2025年业绩快报:营收净利双增,光伏设备获进展
Jing Ji Guan Cha Wang· 2026-02-13 10:23
经济观察网东威科技于2026年2月9日晚间披露2025年业绩快报,显示公司营收和净利润实现大幅增长。 根据中国证券报的报道,2025年公司营业收入为11.07亿元,同比增长47.65%;归母净利润为1.29亿 元,同比增长86.81%;扣非净利润为1.25亿元,同比增长103.52%。加权平均净资产收益率提升至 7.2%,较上年同期上升3.18个百分点。业绩增长主要受益于PCB东南亚投资潮、人工智能和算力领域发 展带来的设备订单增长。以最新行情数据(2026年2月13日)计算,公司市盈率(TTM)约为94.43倍,市净 率约6.62倍,反映市场对高成长性的预期。 近7个交易日内(2026年2月6日至13日),东威科技股价呈现震荡走势。根据内部数据库,股票区间涨跌 幅为-0.67%,振幅达14.32%,其中2月10日单日上涨2.37%,但2月13日收盘报40.95元,当日下跌 0.80%。资金流向方面,2月10日主力资金净流出1692.48万元,占总成交额5.24%;2月13日主力资金继 续净流出,反映短期获利了结压力。同期,公司所属机械设备板块下跌0.96%,大盘指数表现疲软,可 能加剧个股波动。 以上内容基 ...
国新健康2025年业绩预亏4.09亿,聚焦数据要素与AI医疗
Jing Ji Guan Cha Wang· 2026-02-13 10:23
Core Viewpoint - Guoxin Health (000503) anticipates a net profit loss of 409 million yuan for 2025, primarily due to fair value changes in investment assets, while focusing on core business development in data elements and AI healthcare [1][2]. Financial Performance - For 2025, Guoxin Health expects total revenue of 351 million yuan, remaining stable compared to the previous year; the net profit attributable to shareholders is projected to be -409 million yuan, mainly due to a loss of approximately 260 million yuan from the fair value changes of trading financial assets (Shenzhou Medical Technology) [2]. - The net profit after excluding non-recurring gains and losses is expected to be -148 million yuan, indicating stable performance in core business [2]. Company Status - On February 6, 2026, the company held its 12th board meeting to review a proposal regarding the management of temporarily idle raised funds, with further announcements expected regarding the implementation of this proposal [3]. Industry Policy and Environment - The medical information industry faced overall pressure in 2025, with over half of the companies in the sector forecasting negative net profits excluding non-recurring items. Guoxin Health emphasized its commitment to advancing health big data applications in medical insurance management and quality, aligning with the "Healthy China" and "Three Medical Collaborations" strategies [4]. Stock Performance - As of February 9, 2026, Guoxin Health's stock price is 9.46 yuan per share, with a total market capitalization of 9.264 billion yuan. The stock has increased by 6.53% year-to-date but has decreased by 18.52% over the past 20 days. The net outflow of main funds on that day was 291,700 yuan [5].
中钨高新股价高位震荡,多空因素交织影响市场表现
Jing Ji Guan Cha Wang· 2026-02-13 10:23
Group 1: Stock Price Movement - The stock price of Zhongtung High-tech (000657) showed high volatility in February 2026, closing at 52.41 yuan on February 13, down 5.28% for the day, with a cumulative increase of 9.35% over the past five trading days and an annual increase of 89.14% [1] - Short-term profit-taking pressure emerged as the stock price rose from 27.71 yuan at the end of 2025 to a high of 53.76 yuan in January 2026, resulting in a gain of over 72% [1] - On February 11, a net inflow of 736 million yuan led to a price surge, but the stock retreated to 52.41 yuan on February 13, indicating increased divergence in market sentiment [1] Group 2: Industry Policy and Market Conditions - The high volatility in tungsten prices is supported by tightening supply, with domestic tungsten concentrate mining quotas reduced by 6.5% to 58,000 tons in 2025 and increased export controls in 2026, leading to a global supply gap of approximately 17,800 tons [2] - As of early February 2026, the price of black tungsten concentrate exceeded 650,000 yuan per ton, reflecting a nearly 40% increase since the end of 2025, although rapid price increases have raised concerns about demand slowing down [2] Group 3: Company Valuation and Performance Expectations - Optimistic forecasts suggest a year-on-year growth in net profit attributable to shareholders of 40%-60% for 2026, with Q1 net profit potentially surging by 465%-556% [3] - The company's resource self-sufficiency rate is expected to improve to 70% following the injection of Yuanjing Tungsten Industry, and the ramp-up of high-end products like photovoltaic tungsten wire and PCB micro-drills is anticipated to provide long-term growth momentum [3] - Current price-to-earnings ratio (TTM) stands at 111.60, significantly above the industry average, with target price ranges from various institutions between 50-72 yuan, while the market's composite target price of 38.34 yuan indicates a valuation discrepancy [3] Group 4: Technical and Financial Aspects - The stock price has been oscillating between the upper Bollinger Band (55.83 yuan) and the 20-day moving average (47.27 yuan), with the KDJ indicator showing a need for correction after being overbought [4] - The financing balance increased by 5.81% over the past ten days to 2.397 billion yuan, indicating high participation from leveraged funds, although the broader sector (non-ferrous metals) experienced a 3.36% decline, exacerbating volatility [4]