Jing Ji Guan Cha Wang
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国药股份估值偏低,机构预测股价有上涨空间
Jing Ji Guan Cha Wang· 2026-02-13 07:32
股票近期走势 经济观察网 国药股份(600511)作为医药商业龙头企业,近期受到关注。其核心亮点包括:持有麻精 药龙头宜昌人福20%股权(2024年贡献约5亿元投资收益),且在北京地区医药直销市场占据主导地 位。分析指出,公司当前市值约220亿元,低于合理估值265亿元,存在低估潜力;2024年营收505.97亿 元,归母净利润20.00亿元,经营现金流稳健。需注意,医药行业受集采等政策影响,但流通企业波动 相对较小。 机构观点 截至2026年02月13日,综合目标价为36.49元,较最新股价有26.35%的上涨空间,2025年预测净利润同 比增长1.04%。 近7天(2026年02月07日-02月13日),国药股份股价震荡微跌。截至02月13日收盘价28.99元,区间跌 幅0.82%,振幅1.71%,表现略优于医药商业板块(同期板块跌约0.55%)。成交量方面,02月09日成交 额最高达1.38亿元,02月13日换手率0.44%,市场交投平稳。技术面显示,股价近期在20日移动平均线 (29.12元)附近徘徊,支撑位28.67元,压力位29.53元。 以上内容基于公开资料整理,不构成投资建议。 ...
蓝特光学拟募资10.55亿加码AR光学 股价近期波动显著
Jing Ji Guan Cha Wang· 2026-02-13 07:31
Group 1 - The core point of the article is that Blante Optical held an extraordinary shareholders' meeting on February 12, 2026, to approve a plan to issue A-shares to specific investors, aiming to raise up to 1.055 billion yuan for the industrialization of AR optical products and other projects [1] - The company also approved a restricted stock incentive plan, granting 2.08 million shares to 211 incentive recipients at a price of 21.92 yuan per share, with the grant date being February 12, 2026 [1] - These resolutions are intended to strengthen the company's long-term development momentum, although attention should be paid to the subsequent impact on the capital structure [1] Group 2 - In terms of stock performance, Blante Optical's share price exhibited significant volatility over the past week, with a range of 12.38% from February 6 to February 13, 2026 [1] - On February 9, the stock price surged by 5.43% to 50.31 yuan, but then corrected by 3.60% to 48.50 yuan on February 10; following the shareholders' meeting decision, the price increased by 2.36% to 49.40 yuan on February 12, before closing at 48.62 yuan on February 13, down 1.58% [1] - The net inflow of main funds was 19.6066 million yuan on February 6, but turned into a net outflow of 517,000 yuan on February 11, indicating short-term capital divergence; the overall trading volume during this period was approximately 2.332 billion yuan, with a high turnover rate and significant market attention [1]
中石化炼化工程完成H股全流通,股价短期波动但中期反弹势头显现
Jing Ji Guan Cha Wang· 2026-02-13 07:30
股票近期走势 以上内容基于公开资料整理,不构成投资建议。 近5个交易日股价累计上涨1.47%,2月13日收盘报7.60港元,单日下跌1.81%,但20日涨幅达10.14%。2 月12日主力资金净流入110.82万港元,但2月13日转为净流出208.28万港元。MACD柱状图于2月13日转 正至0.108,KDJ的J线为71.54,股价站上所有关键均线,布林带上轨触及7.95港元。 经济观察网 中石化炼化工程(02386.HK)公告完成中国石油集团持有的2.2亿股内资股转换为H股,并 于2月13日在香港联交所上市。2月12日,股东将股票存入中国证券登记结算香港,存仓市值16.98亿港 元,占已发行股本15.42%。中国石化集团2026年工作会议于2月12日召开,强调以"二次创业"推进高质 量发展。 近期3家机构给出目标均价8.70港元,较当前股价存在空间,最高看至9.59港元;2026年2月机构评级中 75%为"买入"或"增持"。光大证券报告指出,"三桶油"强化能源保供与炼化升级,中石化炼化工程作为 下游服务商有望受益于产业链提质。 机构观点 ...
“流动中国”背后的硬实力
Jing Ji Guan Cha Wang· 2026-02-13 07:29
Core Insights - The 2026 Spring Festival travel period is expected to see a record 9.5 billion trips, averaging nearly 7 trips per person in China, highlighting the immense scale of domestic travel [1] - The integration of high-speed rail and large aircraft, such as the C919, enhances travel efficiency, making same-day travel a norm and showcasing China's advancements in transportation technology [2] - The application of smart technologies in ticketing and travel services significantly improves the efficiency and convenience of travel during the Spring Festival [3] - The massive scale of travel reflects the vibrant potential of China's domestic market, which is poised to drive economic growth [4] Group 1: Transportation Infrastructure - The opening of 22 new high-speed rail lines totaling 3,109 kilometers and the introduction of over 50 new passenger stations for the Spring Festival enhances the capacity of the transportation network [1] - The daily operation of over 14,000 passenger trains and nearly 19,400 flights during peak travel days demonstrates the robust capacity of the transportation system to handle high passenger volumes [1] Group 2: Technological Advancements - The deployment of 14 C919 aircraft by Eastern Airlines and 9 by Air China during the Spring Festival signifies the growing role of domestic aircraft in enhancing travel options [2] - The continuous upgrades to the 12306 ticketing system and the introduction of AI for passenger flow prediction improve ticket purchasing success rates and overall travel experience [3] Group 3: Electric Vehicle Integration - The expected daily traffic of nearly 9.5 million electric vehicles on highways during the Spring Festival indicates a significant shift towards sustainable travel options [2] - The expansion of charging infrastructure, including over 20 million charging facilities by the end of 2025, supports the growing use of electric vehicles [2] Group 4: Customer Service Enhancements - The introduction of services such as phone ticket booking for the elderly and free ticket refunds within 30 minutes enhances customer service and accessibility [3] - Innovations like "door-to-door" luggage delivery and convenient charging solutions for electric vehicles improve the overall travel experience [3]
创维数字业绩下滑,控股股东资本运作引关注
Jing Ji Guan Cha Wang· 2026-02-13 07:28
截至2026年2月10日,公司股东户数为67,795户。 近期事件 控股股东创维集团于2026年1月宣布计划分拆光伏业务至港交所上市,同时推动集团私有化退市。这一 重大重组可能对作为子公司的创维数字的股权结构和战略定位产生影响。 业务进展情况 公司在投资者互动平台表示,已在批量销售XS-GPON、Wi-Fi6/7智能网关、5G CPE等宽带网络连接产 品。 股东人数情况 经济观察网创维数字(000810)近期业绩承压,前三季度营收与净利润均出现下滑。同时,控股股东创 维集团计划分拆光伏业务并推动私有化,可能对子公司产生影响。 业绩经营情况 根据公司公告,2025年前三季度营业收入为64.56亿元,同比下降2.45%;归母净利润为8585.93万元, 同比下降63.69%。业绩下滑主要受智能终端等传统业务市场竞争加剧、产品价格下探影响。 关联交易情况 2025年12月,公司完成向控股股东创维集团出售蜂驰电子公司40%股权的交易,获得1.16亿元现金流 入。该交易评估增值率达356.07%,交易完成后蜂驰电子不再纳入公司合并报表范围。 股票近期走势 截至2025年12月22日的数据显示,公司当年内股价累计下跌25 ...
黑牡丹为子公司担保5.4亿元,三季度营收增但利润降
Jing Ji Guan Cha Wang· 2026-02-13 07:28
公司2025年1-9月财报数据显示,营业收入为24.43亿元,同比增长34.79%;但归母净利润为6379.21万 元,同比减少19.62%,反映利润端承压。收入结构以工程施工(占比46.67%)和地产业务(27.94%) 为主,纺织服装业务持续收缩。盈利能力方面,2025年三季报每股收益为0.06元,低于行业均值。 机构观点 机构对黑牡丹关注度较低,最新舆情偏中性,无显著利好或利空评级变化。市场分析指出,公司作为区 域型综合开发商,面临行业销售低迷背景下的转型压力,但业务涉及新型城镇化、数据中心等概念,长 期估值修复潜力受部分投资者关注。 以上内容基于公开资料整理,不构成投资建议。 经济观察网 黑牡丹(600510)为旗下三家子公司新增签署对外担保合同共计5.4亿元,涉及黑牡丹纺织 有限公司、常州达辉建设有限公司和江苏八达路桥有限公司,资金用于支持经营发展。截至目前,公司 对外担保总额达39.95亿元,占最近审计后净资产的38.52%。 股票近期走势 股价方面,黑牡丹近期呈现震荡走势。截至最新数据,股价报9.39元,当日微涨0.32%,近5个交易日累 计上涨1.51%,振幅为5.51%。资金流向显示,主力资 ...
深圳机场2026年1月旅客吞吐量同比增长2.84% 基础设施扩容项目持续推进
Jing Ji Guan Cha Wang· 2026-02-13 07:28
Core Viewpoint - Shenzhen Airport (000089) reported a passenger throughput of 5.8795 million in January 2026, representing a year-on-year increase of 2.84%, while cargo and mail throughput reached 168,600 tons, up 1.98% [1] Group 1: Operational Status - The company regularly discloses monthly throughput data, allowing investors to monitor the recovery trend of its business [2] - In December 2025, Shenzhen Airport's initiative to build a high-quality innovative international aviation hub passed national acceptance, with smart airport frameworks like digital twin technology and self-service systems implemented [4] Group 2: Project Progress - The third runway officially commenced operations in 2025, enhancing the flight area to a 4F level; T2 terminal area, northern cargo area, and comprehensive supporting projects began construction in 2025, expected to support an annual passenger throughput of 80 million and cargo throughput of 4.5 million tons [3] Group 3: Business Developments - Starting in 2025, the advertising business model was adjusted to a "minimum guarantee + revenue sharing" model to stabilize income; the company has no current plans for large-scale drone cargo operations but will disclose any developments in this area [5] - The preliminary performance report for 2025 indicated a passenger throughput of 66.4852 million (up 8.15% year-on-year) and cargo throughput of 2.0508 million tons (up 9.00% year-on-year), with the official annual report expected in the first half of 2026 [6] Group 4: Company Structure and Governance - The first extraordinary shareholders' meeting in 2026 approved a supplementary agreement for the advertising media operation contract, indicating that similar governance decisions may impact operational strategies [7]
苏奥传感主力资金净流出3162万元,股价短期承压
Jing Ji Guan Cha Wang· 2026-02-13 07:28
经济观察网 2026年2月12日,苏奥传感(300507)(300507)主力资金净流出3162.84万元,占总成交额 的14.84%,当日股价下跌0.30%。该资金流向数据反映短期市场情绪变化,需结合股价波动综合判断。 机构最新评级偏中性,基金持股比例仅0.09%。根据1家机构预测,2025年公司净利润预计同比增长 19.05%,但当前市盈率(TTM)为69.80,高于行业均值,估值压力需注意。 以上内容基于公开资料整理,不构成投资建议。 近7天(2026年2月9日至13日),苏奥传感股价区间涨跌幅为6.21%,振幅达8.67%。其中,2月11日单 日涨幅2.81%(收盘价9.89元),成交额放大至4.17亿元;2月13日最新收盘价为9.92元,当日涨0.61%。 同期汽车零部件板块指数涨跌幅为2.23%,公司股价表现强于行业平均水平。技术面显示,当前股价位 于20日布林带中轨(9.80元)附近,MACD指标呈金叉迹象,短期需关注10.56元压力位。 机构观点 股票近期走势 ...
中望软件融资余额下降,机构关注AI军备竞赛
Jing Ji Guan Cha Wang· 2026-02-13 07:28
中望软件融资余额近期呈现连续下降趋势。截至2026年2月12日,融资余额为3.23亿元,近5日减少0.07 亿元(降幅2.10%);2月11日单日融资净卖出214.13万元,融券净卖出1,260股。股价方面,近5日累计上 涨1.66%,但20日跌幅为12.01%,显示短期波动加剧;最新价(2026年2月13日)为68.12元,较前一日下 跌1.07%。 近期事件 经济观察网根据招商证券2026年2月8日发布的计算机行业周观察,AI军备竞赛持续升级,建议关注高 壁垒软件及云服务方向,其中中望软件作为工业软件龙头被提及。此外,一篇发布于2026年2月11日的 深度价值投资分析指出,中望软件当前处于"高研发、高亏损"的投入期,2025年H1营收3.34亿元(同比 增长8.24%),归母净利润为-5,091.94万元,研发投入占比达67.01%;该分析认为公司护城河正通过技术 壁垒和国产替代机遇拓宽,但需关注盈利拐点及市场竞争风险。 股票近期走势 2026年2月11日至12日,中望软件股价区间振幅达3.33%,成交额约4.12亿元;期间无重大公司公告,市 场关注点集中于行业政策及融资情绪变化。 以上内容基于公开资料整 ...
陕西金叶近7日股价下跌3.74%,资金流向现分歧
Jing Ji Guan Cha Wang· 2026-02-13 07:28
股价表现上,根据内部数据库,陕西金叶近7日区间涨跌幅为-3.74%(2月2日至12日),2月13日最新价 4.41元,单日涨0.68%。资金流向显示,2月13日主力资金净流入494.59万元,而近5日主力资金整体呈 净流出趋势。大宗交易和融资融券数据与公开报道一致,反映短期资金分歧。 以上内容基于公开资料整理,不构成投资建议。 经济观察网陕西金叶(000812)近7日(2月6日至13日)股价区间下跌3.74%,最新报4.41元。期间发生一 笔大宗交易,成交200万股,金额896万元。融资融券余额为1.97亿元,较前日微降0.39%。2月13日主力 资金净流入494.59万元,但近5日整体呈净流出态势。公司于2月3日公告的回购计划近期无新进展。 股票近期走势 ...