Jing Ji Guan Cha Wang
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奥康国际面临索赔诉讼时效风险,业绩连续亏损
Jing Ji Guan Cha Wang· 2026-02-13 08:30
近7天奥康国际股价呈现震荡下行趋势。截至2026年2月13日收盘,股价报9.50元,近5日累计下跌 3.36%,振幅达6.61%。资金流向方面,2月12日主力资金净流入630.71万元,占总成交额9.59%,但整体 成交活跃度较低,换手率仅1.73%。当前股价低于5日均线(9.60元),技术面显示短期承压。 财报分析 奥康国际2025年业绩预告显示,公司预计全年归母净利润亏损约2.37亿元,扣非净利润亏损约2.64亿 元,营业收入19.23亿元,同比下降24.55%。亏损主要受行业竞争加剧、市场需求疲软影响,主营皮鞋 业务收入未达预期。此次为连续第四年亏损,累计亏损额超9亿元。2025年第三季度单季营收3.99亿 元,归母净利润亏损1.17亿元,毛利率维持在35.38%。 机构观点 经济观察网 奥康国际(603001)近期面临投资者索赔诉讼时效即将届满的风险,同时入选国货消费品 牌榜单。近7天股价震荡下行,2025年业绩预告显示公司连续第四年亏损,机构关注度较低。 近期事件 奥康国际近期面临投资者索赔诉讼时效即将届满的风险。根据上海古北律师事务所吴立骏律师提示,该 案诉讼时效将于2026年4月26日届满,涉及 ...
山金国际股价下跌3.28%,弱于大盘及行业表现
Jing Ji Guan Cha Wang· 2026-02-13 08:30
Industry Policy and Environment - As of February 12, the spot gold price in New York fell by 3.26%, while silver experienced a decline of 10.89%. Analysts suggest that the drop in U.S. tech stocks prompted some investors to sell precious metals to cover liquidity, exacerbated by algorithmic trading, which collectively pressured international precious metal prices and negatively impacted the A-share gold sector [2]. Company Fundamentals - According to the Q3 2025 report, the gold production of Shanjin International decreased by 11% year-on-year in the first three quarters, with a quarter-on-quarter decline of 4% in Q3. Some institutions indicate that the drop in production has a marginal impact on profits. Despite the company's excellent cost control, the production shortfall may weaken investor confidence in short-term performance [3]. Capital and Technical Aspects - On February 13, Shanjin International experienced a net outflow of 291 million yuan in main funds, continuing a trend of net outflows over several days. Technical indicators show that the stock price is below the 20-day moving average, and the MACD histogram is in negative territory, indicating significant short-term pressure [4].
通裕重工发布2025年业绩预告,净利润预计大幅增长
Jing Ji Guan Cha Wang· 2026-02-13 08:30
经济观察网通裕重工(300185)发布2025年业绩预告,净利润预计同比增长超五成,同时近期融资数据 波动显示资金情绪分化,公司所属风电设备板块亦受市场轮动影响。 业绩经营情况 通裕重工于2026年1月23日发布年度业绩预告,预计2025年全年归属于上市公司股东的净利润为6,250万 元至7,250万元,同比增长51.05%至75.22%;扣非净利润预计同比增长151.70%至195.85%。业绩增长主 要受铸件业务收入及毛利率提升、原材料成本下降及降本增效推动。后续需关注正式年度报告的披露时 间,以验证业绩兑现情况。 公司状况 此外,公司股东户数截至2025年9月30日为13.41万户,较上期增加7.98%,机构持仓略有调整,但无近 期重大事件公告如减持或新订单披露。 以上内容基于公开资料整理,不构成投资建议。 近期融资交易显示资金面短期变化:2026年2月3日,通裕重工股价上涨3.09%,但融资净流出369.48万 元,融资融券余额合计3.63亿元,处于近一年较高分位水平。2026年1月30日,股价下跌2.61%,融资净 买入170.08万元,反映资金情绪分化。这些数据可能放大股价波动性,需持续跟踪资金动 ...
中恒集团业绩预亏股价震荡,子公司整合与药品获批引关注
Jing Ji Guan Cha Wang· 2026-02-13 08:30
Group 1 - The core viewpoint of the news is that Zhongheng Group (600252) anticipates a net profit loss of 250 million to 450 million yuan for the fiscal year 2025, primarily due to a decline in core business, impairment provisions, and losses from non-operating income [1] - The company’s subsidiary, Hunan Kangyuan Pharmaceutical Co., Ltd., received approval for a supplementary application for sodium lactate Ringer's injection, which may enhance its market competitiveness [1] Group 2 - On February 10, 2026, Zhongheng Group announced the absorption merger of its wholly-owned subsidiary Nanning Shuangqian by its holding subsidiary Shuangqian Industry, aimed at improving operational efficiency, reducing management costs, and optimizing resource allocation [2] - Following the merger, Nanning Shuangqian's legal status will be canceled, and its related assets and liabilities will be inherited by Shuangqian Industry, with no significant asset restructuring or payment required [2] Group 3 - Over the past week (February 7 to 13, 2026), Zhongheng Group's stock price has shown a downward trend, closing at 2.55 yuan on February 13, down 1.16% from 2.60 yuan on February 9, with a price fluctuation of 3.10% [3] - Trading volume peaked at 87.37 million yuan on February 12 but decreased to 52.19 million yuan on February 13, with a net inflow of 4.3975 million yuan on that day, indicating the stock is trading between a resistance level of 2.68 yuan and a support level of 2.52 yuan [3] - The overall performance of Zhongheng Group is weaker than the pharmaceutical and biotechnology sector, which saw a decline of 0.64% during the same period [3] Group 4 - Institutional interest in Zhongheng Group is low, with a neutral sentiment prevailing in the market; there have been no institutional surveys, and 100% of institutional ratings are neutral, with a fund holding ratio of only 0.01% [4] - Profit forecasts indicate an earnings per share of -0.11 yuan for 2024, reflecting a year-on-year decline of 547.14%, highlighting fundamental pressures on the company [4] - No recent targeted research reports have been published by brokerage firms regarding Zhongheng Group [4]
禾盛新材控制权变更完成,新股东或推动业务升级
Jing Ji Guan Cha Wang· 2026-02-13 08:30
2026年2月4日,公司公告控股股东已变更为上海摩尔智芯信息科技合伙企业(有限合伙),实际控制人变 更为谢海闻,相关股份过户登记手续已完成。该事件始于2025年11月的协议转让,市场预期新股东可能 推动资源整合与业务升级。 业绩经营情况 经济观察网禾盛新材(002290)控制权变更完成,新股东或推动业务升级。公司近期完成控股股东及实 控人变更,并预计2025年将计提大额资产减值准备。 近期事件 2026年2月9日,公司原董事吴海峰完成增持计划,累计增持25.21万股,占总股本的0.1016%,增持金额 约1000.33万元,体现其对公司的信心。此外,公司2025年前三季度业绩显示营收和净利润同比增长, 但需关注资产减值对全年业绩的最终影响。长期视角下,公司通过子公司海曦技术布局AI服务器等新 业务,但相关进展需以实际公告为准。 以上内容基于公开资料整理,不构成投资建议。 2026年2月12日,公司公告预计2025年全年计提资产减值准备约2360万元至2850万元,主要涉及存货跌 价准备和信用减值损失,这将减少2025年度归属于上市公司股东的净利润。 公司状况 ...
佛塑科技完成资产重组,股价上涨5.31%
Jing Ji Guan Cha Wang· 2026-02-13 08:30
Core Viewpoint - The stock of Foshan Plastics Technology Co., Ltd. (000973) experienced an increase on February 13, 2026, primarily due to the company's recent completion of a significant asset restructuring and heightened market interest [1]. Group 1: Restructuring Progress - The company announced that it has completed the acquisition of 100% equity in Hebei Jinli New Energy Technology Co., Ltd. through a share issuance and cash payment, along with raising supporting funds, which was implemented on February 12, 2026. The new shares were listed on the same day. This transaction adds lithium battery wet-process membrane and coated separator businesses, expanding the company's layout in new energy materials [2]. Group 2: Recent Stock Performance - On the same day, the company's stock closed at 13.88 yuan, marking a 5.31% increase, with a trading volume of approximately 9.53 billion yuan and a turnover rate of 7.12%. In terms of market performance, two products under Central European Fund heavily invested in this stock, holding a total of 4.5341 million shares, resulting in a floating profit of about 2.99 million yuan on that day, reflecting institutional participation [3]. Group 3: Financial Status - Additionally, the company's recent announcement regarding changes in accounting estimates clarified that these changes would not have a significant impact on past financial conditions. The adoption of the prospective method may alleviate market concerns regarding financial implications [4].
汤臣倍健推智能药盒接入阿里健康 股价震荡下行
Jing Ji Guan Cha Wang· 2026-02-13 08:27
经济观察网2026年2月13日,汤臣倍健(300146)在健康养生领域推出创新产品"智能药盒",该产品已 接入阿里健康平台,可实现缺药自动触发配送订单功能,这是公司近期在数字化健康管理方面的动态。 股票近期走势 近7天(2026年2月9日至13日),汤臣倍健股价震荡下行,截至2月13日最新价报12.17元,区间累计跌幅 1.14%。资金流向方面,2月11日主力资金净流出2089.56万元,但融资余额保持活跃,2月12日数据显示 融资余额为7.94亿元。同期成交额逐步收缩,2月13日成交额降至9909万元,显示出短期市场情绪偏谨 慎。 以上内容基于公开资料整理,不构成投资建议。 ...
曙光股份董事辞职、业绩预亏及股票限售安排引关注
Jing Ji Guan Cha Wang· 2026-02-13 08:26
Group 1: Executive Changes - The company director, Jia Muyun, resigned due to being listed as a dishonest executor and will no longer hold any position in the company or its subsidiaries after his resignation [2] Group 2: Performance and Financial Situation - The company expects a net loss attributable to shareholders of 300 million to 360 million yuan for the year 2025, which is similar to the 341 million yuan loss in 2024. The loss is primarily due to intensified market competition, lower-than-expected vehicle production and sales, and credit impairment and asset impairment losses totaling approximately 50 million yuan [3] - Jia Muyun's 3.606 million shares are subject to forced execution by the court due to private lending disputes, with the execution method being centralized bidding, and the timing remains uncertain [3] Group 3: Company Status and Stock Performance - As of December 25, 2025, 79 incentive targets can unlock 1.908 million shares from the 2024 restricted stock incentive plan, but due to unmet performance targets, these shares will be voluntarily locked until May 29, 2026 [4] - As of February 12, 2026, the company's stock closed at 3.38 yuan, with a market capitalization of approximately 2.3 billion yuan. The stock price has experienced significant fluctuations since late December 2025, reaching a high of 3.43 yuan and a low of 3.25 yuan [5] Group 4: Business Development - The company continues to advance in the new energy sector, including collaborations on alcohol-hydrogen electric commercial vehicles and hydrogen energy bus access, but overall performance remains under pressure [6]
龙洲股份孙公司涉诉赔偿超5千万,股价近期波动明显
Jing Ji Guan Cha Wang· 2026-02-13 08:24
Core Viewpoint - The company Longzhou Co., Ltd. faces significant legal challenges, including a recent court ruling requiring its subsidiary to compensate for operational losses due to battery failures, totaling 51.83 million yuan, alongside an additional lawsuit involving 105 million yuan [1] Legal Issues - The company has accumulated a total of approximately 222 million yuan in lawsuits over the past 12 months, which represents 19.12% of its latest net asset value [1] - The recent court ruling mandates the company to continue fulfilling warranty obligations [1] Financial Performance - For the first three quarters of 2025, the company's operating revenue was 1.825 billion yuan, reflecting a year-on-year decline of 26.61% [1] - The net profit attributable to shareholders showed a loss of 95.6357 million yuan, a year-on-year decrease of 32.45% [1] - The company anticipates a full-year net profit loss ranging from 390 million to 550 million yuan for 2025, indicating an increase in losses by 11.92% to 57.84% year-on-year [1] Market Sentiment - Recent stock performance has shown significant volatility, with a cumulative decline of 3.04% over the past five days [1] - In the last three days, there has been a net outflow of 59.1432 million yuan from major investors [1] - The transportation and logistics sector, to which the company belongs, has underperformed compared to the broader market [1] Institutional Perspective - Current institutional ratings are generally neutral, with no major research updates recently [1] - Previous reports have highlighted the company's exposure to litigation risks and challenges related to its transformation [1]
同德化工资产冻结、业绩预亏及法律诉讼等多项事件引关注
Jing Ji Guan Cha Wang· 2026-02-13 08:24
Recent Events - The company announced that its real estate in Chaoyang District, Beijing, was frozen by the People's Court of Gongshu District, Hangzhou, due to a financing lease contract dispute with Zhejiang Zhiyin Financial Leasing Co., Ltd. The company stated that operations are normal, but there is a risk of judicial disposal if the court takes further action [2] Performance and Operating Conditions - The company expects a net loss attributable to shareholders of 740 million to 1.1 billion yuan for 2025, a significant increase in losses compared to the same period last year, primarily due to impairment of the PBAT integration project under construction, estimated at 800 million to 1 billion yuan, and financing interest expenses [3] Financial Status - The company and its subsidiaries have a total actual guarantee balance of 1.643 billion yuan, with overdue guarantees amounting to 295.79 million yuan, and litigation guarantee amounts of 302.80 million yuan. The company is facing multiple financing lease contract disputes, including one with Changjiang United Financial Leasing, requiring payment of rent and related fees [4] Violation of Disclosure - The company is facing investor claims due to violations of information disclosure. Jiangsu Shengheng Law Firm indicated that investors who purchased and held shares between September 1, 2023, and January 29, 2024, can register for claims [5] Shareholder Pledged Shares - The company announced that 6.15 million shares held by controlling shareholder Zhang Yunsheng were judicially frozen, accounting for 1.53% of the total share capital. Additionally, 6 million shares will be auctioned on February 9, 2026, representing 1.49% of the total share capital, due to a financing lease default guarantee by a subsidiary [6]