Jing Ji Guan Cha Wang
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里昂上调保利物业目标价至36.6港元,维持“跑赢大市”评级
Jing Ji Guan Cha Wang· 2026-02-14 07:38
股票近期走势 近7天(截至2026年2月13日),保利物业股价区间波动,最高价为2月9日的34.12港元,最低价为2月13日 的32.44港元,区间振幅达5.06%。2月13日收盘价为32.72港元,单日下跌2.09%,近5日累计跌幅为 1.45%。同期港股物业服务板块整体下跌2.08%,恒生指数下跌1.72%。 以上内容基于公开资料整理,不构成投资建议。 经济观察网里昂于2026年2月13日发布报告,指出保利物业核心物业管理业务保持韧性,但受行业项目 交付疲软及销售活动低迷影响,非业主增值服务承压,增长势头趋缓。该行下调2025及2026财年收入与 盈利预测,但基于10.5倍目标市盈率(低于五年均值0.5个标准差),将目标价从32港元上调至36.6港元, 并维持"跑赢大市"评级,强调国企背景的防御性优势。 机构观点 2026年1月27日,保利物业宣布管理层调整,原总经理姚玉成因工作调整辞任,由47岁的王英男接棒。 王英男拥有15年地产开发全链条经验,此次人事变动被视为保利系强化地产与物业协同的战略举措,以 提升商业资产运营和城市公共服务能力。 ...
金科服务退市进程加速,股价稳定于要约价

Jing Ji Guan Cha Wang· 2026-02-14 07:38
股票近期走势 经济观察网金科服务(09666.HK)近7天的核心热点围绕退市进程展开。根据公司公告,股份最后交易日 为2026年2月10日,自愿撤销上市地位预计于2026年2月20日下午四时正式生效。强制性现金要约于2026 年2月13日截止,要约人博裕资本及其一致行动人士持股比例达99.49%,未接纳要约的股东需关注股份 流动性丧失风险。 以上内容基于公开资料整理,不构成投资建议。 退市整理期交易清淡,股价稳定在要约价8.69港元。2026年2月10日成交额418.7万港元,换手率 0.08%;2月9日成交额327.9万港元。2月11日起无成交记录,因港股通已终止且退市程序推进。技术面 显示MACD柱状图负值扩大(-0.07),短期动能偏弱。 ...
岱勒新材股价近期波动下行,前三季度仍处亏损
Jing Ji Guan Cha Wang· 2026-02-14 07:34
近期公司无重大新公告发布,最新公告为2026年2月3日的董事会决议及投资设立控股子公司事项。融资 融券活动活跃,截至2026年2月12日,融资余额连续3日增长,达2.84亿元(内部数据库)。公司业务涉及 金刚石线,所属概念板块包括光伏、第三代半导体等,但近7天无新增产业政策或合作事件披露。 财报分析 经济观察网近7天(2026年2月7日至14日),岱勒新材(300700)股价呈现波动下行态势。根据内部数据 库,截至2026年2月13日收盘,股价报13.77元,近5个交易日累计下跌1.64%。具体每日走势:2月9日上 涨1.71%,2月10日下跌2.04%,2月11日平盘,2月12日下跌0.50%,2月13日下跌0.79%。资金流向方 面,2月13日主力资金净流入24.66万元,但2月10日主力资金净流出368.42万元。融资融券数据显示,2 月9日融资净卖出1137.12万元,近5日融资余额减少0.02亿元(降幅0.66%),反映市场情绪偏谨慎。 近期事件 公司2025年三季报(截至2025年9月30日)显示,前三季度营业收入3.40亿元,同比增长18.20%;归母净利 润-9634.38万元,同比下降13. ...
中文在线推进H股上市,短剧业务与AI技术协同发展
Jing Ji Guan Cha Wang· 2026-02-14 07:34
Core Viewpoint - The company is actively pursuing an H-share listing to broaden its financing channels and enhance its international influence while experiencing significant growth in its overseas short drama business and deepening its AI technology layout [2][3][4]. Group 1: H-Share Listing - The company is advancing the issuance of H-shares and plans to list on the main board of the Hong Kong Stock Exchange, having developed and revised over 40 supporting systems [2]. Group 2: Business Progress - The short drama platform FlareFlow is expanding, with the new release "Yipin Buyi 2: Fenghuo Pian" achieving over 116 million effective views on its second day, and the pre-order volume for "Yipin Buyi 3: Chaotang Pian" exceeding 2.7 million as of the end of January 2026, indicating strong business growth potential [3]. Group 3: Technology Development - The company focuses on the "AI content industrialization" track, utilizing its self-developed "Chinese Xiaoyao" large model and other toolchains to reduce production costs and enhance efficiency, supporting its global short drama export strategy [4].
国机精工股价波动,资金流向与业务动态引关注
Jing Ji Guan Cha Wang· 2026-02-14 07:34
经济观察网国机精工(002046)(股票代码:002046)近期股价波动,资金流向与业务动态引关注。 股票近期走势 2026年2月12日,国机精工股价上涨2.05%,报收46.36元/股,但主力资金净流出460.53万元,换手率为 1.07%。此前,2月10日股价下跌0.57%至45.75元/股,主力资金净流出5818.41万元。近5个交易日股价累 计下跌1.17%,但今年以来上涨7.36%。 商业航天概念关注:公司在2025年12月互动平台表示,航天类轴承在国内市场占有率超过90%,客户包 括头部民营火箭公司。这一领域近期受市场关注,曾推动股价波动。 金刚石功能化应用进展:2025年12月,公司披露金刚石在散热、光学窗口等领域已实现应用,但未与华 为设立联合研究院。 机构调研活动:2026年1月26日,银河基金对公司进行调研,关注其轴承和超硬材料双主业发展。 股东人数情况 截至2026年2月10日,股东户数为5.06万户,较上期减少7.48%;人均流通股增加8.09%。香港中央结算 有限公司在2025年三季度增持至1044.52万股,成为第二大流通股东。 以上内容基于公开资料整理,不构成投资建议。 业绩经营 ...
粤宏远A预计2025年扭亏为盈,同时出售矿业子公司股权
Jing Ji Guan Cha Wang· 2026-02-14 07:34
Recent Performance - The company announced a profit forecast on January 27, 2026, expecting a net profit attributable to shareholders for 2025 to be between 56 million and 83 million yuan, indicating a turnaround from losses year-on-year, although the non-recurring net profit remains negative due to non-operating income primarily from the transfer of subsidiary equity [1] Company Status - On January 30, 2026, the company signed a share transfer agreement with Guizhou Xiyuan to sell its 45% stake in Hongxi Mining for 22.3715 million yuan, which is expected to generate approximately 22 million yuan in profit, aimed at optimizing the business structure [2]
国光电器业绩预亏股价承压,AI眼镜业务获政策利好
Jing Ji Guan Cha Wang· 2026-02-14 07:34
近7天(截至2026年2月13日),国光电器股价震荡下行,累计跌幅4.13%。2月13日收盘价13.71元,当 日下跌0.87%,成交额9814万元,换手率1.27%。技术面显示股价接近支撑位13.70元,若跌破可能进一 步下探;主力资金连续3日净流出,2月13日净流出915万元,筹码分散趋势明显。 经济观察网 近期,上海市于2026年2月13日发布《人工智能赋能上海信息通信网络"智网上海"行动计划 (2026-2028年)》,提出到2028年底实现AI眼镜等智能终端的规模化接入。国光电器(002045)作为 AI眼镜声学模组供应商,与微软、Meta等头部企业合作,该政策可能对公司相关业务带来长期利好。 财报分析 国光电器于2026年1月27日发布2025年度业绩预告,预计全年归属于上市公司股东的净利润亏损8000万 元至9850万元,同比由盈转亏(上年同期盈利2.53亿元)。业绩变动主要因公司积极布局AI硬件领域导 致期间费用同比增加约2.2亿元,同时汇兑损失及资产减值合计影响约1.53亿元。2025年第三季度单季归 母净利润亏损4523.56万元,同比下滑132.48%,反映短期盈利承压。 股票近期走势 ...
久之洋股价震荡微涨,股东人数减少近6%
Jing Ji Guan Cha Wang· 2026-02-14 07:34
Core Viewpoint - The stock price of Jiuzhiyang (300516) closed at 68.87 yuan on February 13, 2026, with a daily increase of 1.76%, but has seen a cumulative decline of 0.33% over the past five trading days [1][2] Market Performance - On February 13, 2026, the trading volume reached 562 million yuan, with a turnover rate of 4.48% [1] - The stock experienced a price fluctuation range of 7.15% over the last five days, with a high of 71.70 yuan and a low of 66.76 yuan [1] - The net inflow of main funds on February 13 was 22.95 million yuan, although the overall trend over the past five days showed a net outflow [1][2] Shareholder Information - As of February 10, 2026, the number of shareholders for Jiuzhiyang was 29,191, reflecting a decrease of 5.91% from the previous period [2] Business Focus - Jiuzhiyang is involved in military information technology, focusing on infrared and laser businesses, serving both military and civilian sectors [2] Institutional Insights - Market attention towards Jiuzhiyang is generally moderate, with neutral sentiment and no recent institutional research records [3] - Earnings forecasts indicate that the company is expected to achieve an earnings per share of 0.68 yuan in 2025, with a projected net profit growth of 12.96% and a revenue increase of 11.60% year-on-year [3]
中信证券华南整合收尾,专注华南财富管理业务
Jing Ji Guan Cha Wang· 2026-02-14 07:33
Group 1 - The core viewpoint of the news is that CITIC Securities has received approval from the CSRC to change its business scope, marking the completion of its integration in South China, focusing on wealth management in specific provinces [1] - The integration process took six years, with the application submitted in October 2025 and physical network integration completed in March 2024, which is expected to enhance operational efficiency [1] Group 2 - Recent stock performance shows CITIC Securities' A-share price has been fluctuating downwards, closing at 27.62 yuan on February 13, 2026, with a single-day decline of 0.90% and a trading volume of 3.033 billion yuan [2] - The stock has faced net outflows from major funds, with 900.877 million yuan on February 11 and 251 million yuan on February 13, while retail investors have been net buyers [2] - The securities sector declined by 1.03%, and the Shanghai Composite Index fell by 1.26% during the same period [2] Group 3 - CITIC Securities highlighted that refinancing measures have been optimized to cover multiple exchanges, creating a coordinated market environment, and suggested focusing on securities firms with strong investment banking capabilities and rich project reserves [3] - The analysis emphasizes that policies are aimed at supporting high-quality and technology innovation enterprises, providing development opportunities for brokerage investment banking businesses [3]
达仁堂高分红引关注,主业增长持续性成关键
Jing Ji Guan Cha Wang· 2026-02-14 07:33
经济观察网 达仁堂(600329)于2026年2月12日实施了2025年前三季度权益分派,本次分红方案为每股 派发现金红利2.45元(含税),合计派现约18.87亿元,占同期归母净利润的87.67%。以下基于最新数 据(截至2026年2月13日)分析其影响。 公司基本面 现金流与财务健康:高比例分红反映公司现金流充裕,截至2025年三季度末,货币资金达40.32亿元, 资产负债率仅22.1%,净现金储备29.71亿元,具备持续分红能力。但需注意,本次分红部分资金来源于 出售天津史克股权的非经常性收益(占前三季度净利润71.6%),主业扣非净利润仅同比增长6.7%,可 持续性依赖工业板块稳健性。 股东回报与信心:股利支付率超80%,上市以来累计分红超51亿元,强化长期投资者回报预期。不过, 若剔除一次性收益,以扣非净利润测算的分红率高达230%,未来需关注主业盈利能否支撑高派息。 股票近期走势 公司估值:当前市盈率(TTM)仅9.30倍,低于中药行业平均30倍;股息率达8.64%,显著高于行业均 值,凸显估值吸引力,但需结合主业增长放缓(2025年前三季度营收同比下降34.59%)综合评估。 短期市场反应:分红 ...