Jing Ji Guan Cha Wang
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中毅达2025年业绩预盈,股价异动与股东结构变化引关注
Jing Ji Guan Cha Wang· 2026-02-14 06:57
Group 1: Financial Performance - The company expects to turn a profit in 2025, with a net profit of approximately 51.23 million yuan, driven by a rebound in the price of its core product, pentose, and optimized production plans [1] - For the first three quarters of 2025, the company reported revenue of 762 million yuan, a year-on-year decrease of 6.07%, but achieved a net profit of 45.11 million yuan, indicating a turnaround [4] - The third quarter of 2025 saw a year-on-year revenue growth of 5.84% and a significant increase in net profit [4] Group 2: Stock Performance - On February 11, 2026, the company experienced unusual trading activity, including a rapid rebound and large buy transactions, with a turnover rate of 7.88% [2] - As of February 13, 2026, the stock price increased by 2.37%, although there was a net outflow of main funds, indicating short-term market sentiment fluctuations [2] Group 3: Shareholder Information - As of September 30, 2025, Hong Kong Central Clearing Limited became the sixth largest circulating shareholder, holding 8.1622 million shares, indicating increased foreign interest [3] - The number of shareholders as of January 30, 2026, reached 146,800, an increase of 27.78% from the previous period [3]
大众交通2025年业绩预减,高管变动与业务转型引关注
Jing Ji Guan Cha Wang· 2026-02-14 06:57
经济观察网大众交通(600611)在近期及未来有以下值得关注的事件: 业绩经营情况 资金动向 2025年2月13日至2026年1月26日,公司减持国泰海通等股票,交易金额合计27,224.95万元,旨在优化资 产结构,预计对损益影响约2,276.10万元。 公司于2026年1月24日发布2025年年度业绩预告,预计归属于母公司所有者的净利润为5,200万元到7,600 万元,同比减少64.08%到75.42%,主要受金融资产公允价值变动及行业调整影响。正式年报尚未披 露,后续审计结果值得关注。 高管变动 2026年1月30日,公司选举张茜婷为职工代表董事;同时,于2026年2月8日公告变更2025年度签字注册 会计师,由严盛辉和肖鹏接替。 业务进展情况 根据公司创新业务规划,2026-2030年将分阶段推进自动驾驶出租车规模化和低空经济场站建设,如与 沃飞长空合作拓展eVTOL场景。 以上内容基于公开资料整理,不构成投资建议。 ...
深赛格股价震荡微跌,主力资金持续净流出
Jing Ji Guan Cha Wang· 2026-02-14 06:57
以上内容基于公开资料整理,不构成投资建议。 经济观察网 近7天(2026年02月07日至02月13日),深赛格(000058)(000058)股价呈现震荡走势。 截至02月13日收盘,股价报9.06元,较02月06日收盘价9.07元微跌0.11%,区间振幅为1.76%。资金面方 面,02月13日主力资金净流出755.30万元,近5日累计净流出态势明显。技术指标显示,当前股价位于 20日移动平均线(9.343元)下方,MACD柱状图负值扩大,短期面临调整压力。 2026年02月13日,深圳市政府工作报告发布,提出深汕特别合作区2026年GDP预期增长15%以上、规上 工业增加值增长20%以上。该区域经济政策侧重于新能源汽车产业链与高端制造,可能间接利好深圳本 地国企深赛格的新能源BIPV及检验检测业务,但政策效果需观察具体落地情况。 近期事件 ...
南山铝业股价下跌受板块调整与业绩担忧影响
Jing Ji Guan Cha Wang· 2026-02-14 06:57
经济观察网 南山铝业(600219)股价下跌分析:当日市场表现、板块与大盘环境拖累、资金面与技术 面压力、前期涨幅过大后的调整、基本面增速放缓担忧、行业供需格局变化。 行业状况根据思瀚产业研究院2026年2月12日报告,氧化铝预计仍会有较大规模的新增产能投产,而电 解铝产能增幅有限,氧化铝或延续供大于求的局面。招银国际将2026年铝均价预测上调12%,但氧化铝 价格可能进一步下探,对电解铝企业成本改善形成利好,但短期市场情绪受影响。 股票近期走势根据2026年2月13日最新数据,南山铝业(600219.SH)收盘价6.70元,下跌3.04%,成交 金额14.30亿元,换手率1.84%。当日主力资金净流出1.24亿元,占总成交额8.68%,游资资金净流出 3724.61万元,散户资金净流入1.61亿元。从技术面看,MACD差离值0.257,信号线0.356,柱状 图-0.198,显示短期动能偏弱。 板块变化情况2月13日有色金属板块整体下跌3.36%,工业金属板块下跌3.82%。同期上证指数下跌 1.26%,深证成指下跌1.28%。板块内锡业股份(000960)跌超4%,北方稀土(600111)、厦门钨业 (6 ...
远大住工破产重整与复牌进展引关注
Jing Ji Guan Cha Wang· 2026-02-14 06:55
Group 1 - The company is currently undergoing bankruptcy restructuring and is in a suspended trading phase, with potential key impacts on its future development [1] - The company submitted a bankruptcy restructuring application to the Changsha Intermediate People's Court in October 2025, aiming to attract strategic investors to resolve its debt crisis. The court's acceptance of the application and the specifics of the restructuring plan remain market focal points [2] - The company is actively following the Hong Kong Stock Exchange's resumption guidelines, and it is crucial to monitor whether it can submit a compliant rectification plan on time and obtain approval for trading resumption [3] Group 2 - The annual report for 2024 has been delayed due to audit coordination issues, and attention should be paid to the release of the 2025 full-year financial data, including expected loss scale and cash flow status [4] - The prefabricated construction industry has received policy support, such as mentions in the "14th Five-Year Plan" regarding green buildings, but the company faces challenges like high costs and weak real estate demand. Successful bankruptcy restructuring could leverage its technological reserves and brand advantages for recovery [5] - The core events surrounding the company focus on the judicial outcome of the bankruptcy restructuring, progress on trading resumption, and financial disclosures, which will dictate the company's future direction [5]
新华传媒股价波动资金流出,三季报显示扣非净利亏损
Jing Ji Guan Cha Wang· 2026-02-14 06:53
经济观察网基于截至2026年2月12日的公开信息,新华传媒(600825)近期值得关注的动态主要集中在 股价波动、资金流向和基本面表现方面,但未提及具体即将发生的重大事件(如财报发布或股东会议)。 以下是根据最新资料整理的关键点: 行业政策现状 传媒板块近期波动显著,例如1月14日板块联动推动新华传媒涨停,但行业面临数字化阅读冲击和政策 导向变化,公司需加速业务转型以应对挑战。 未来事件方面,投资者可常规关注公司年度财报(如2025年年报)发布计划及行业政策动态,但具体日程 需以官方公告为准。 以上内容基于公开资料整理,不构成投资建议。 2025年三季报显示,公司前三季度营收8.16亿元,同比增长2.33%;归母净利润1260.08万元,同比增长 28.68%,但扣非净利润亏损2916.77万元,同比下降92.6%,提示盈利能力存在结构性挑战。负债率为 36.73%,毛利率30.96%。 机构持仓分析 截至2025年9月30日,中证上海国企ETF减持51.08万股,香港中央结算有限公司新进为第九大流通股 东,持股396.49万股,机构持仓分化可能影响长期稳定性。 股票近期走势 2026年2月12日收盘价为6. ...
跨境电商全球“扫雷”
Jing Ji Guan Cha Wang· 2026-02-14 06:51
谈及跨境电商行业最直观的变化,Jason认为是合规化全面推行。 经济观察报 记者 钱玉娟 编者按:2025年,科技互联网的齿轮转动得比以往任何时候都要快。在技术洗牌的前夜,没有人敢停 下。 我们看到,大厂在算力和大模型应用里厮杀,电商在监管与合规的夹缝中重塑底线。做无人机的去卷扫 地机器人,一批公司蜂拥去做智能眼镜,整个硬件圈陷入了一种"无所不能"的集体幻觉与入口焦虑。 我们也看到,人形机器人刚踉踉跄跄地走出实验室,在车间干些零活,就迎来残酷的价格战;短剧告别 了一夜暴富的粗放模式,漫剧直接降维打击,头部内容公司既兴奋又不安。 这不再是写份PPT就能拿到千万融资的时代,技术、商业化场景和生态优势,丢了哪头都不行。活下 去,并且要硬核地活下去,成了2025年TMT行业的共识。 2025年开春,跨境电商老兵Jason决定走出去,带领投流团队拜访新加坡及马来西亚等地的本土卖家, 并熟悉东南亚主要国家的本地仓库。两个多月后,他租下了新加坡河畔金融区的一间写字楼,专职做起 了本地化业务。 跨境电商服务商Jason深耕外贸二十余年,在国内,他知道哪个产业带出货好,哪家工厂能做小单快 返;到了海外,他能把这些供应链能力精准 ...
西藏药业启动股份回购计划,拟回购1.7亿至2亿元股份
Jing Ji Guan Cha Wang· 2026-02-14 06:49
经济观察网 西藏药业(600211)启动股份回购计划,拟回购1.7亿至2亿元股份,并计划召开临时股东会 审议为子公司提供担保的议案。 股票近期走势 行业政策与环境 2026年1月30日,八部门联合印发《中药工业高质量发展实施方案(2026—2030年)》,于2月5日正式 公布。该方案聚焦民族药振兴、原料提质等领域,西藏药业作为藏药龙头,其核心产品如诺迪康等可能 受益于政策支持,有望推动业务增长。公司此前已布局藏药材人工繁育和高标准生产基地,与政策导向 契合。 业务进展情况 公司通过投资拓展创新药领域,例如2025年8月与控股股东共同实现对锐正基因的实控,后者专注于非 病毒载体基因编辑药物;2025年3月投资晨泰医药,获得佐利替尼(Zorifertinib)在中国内地的独家代 理权。这些举措旨在构建"核心业务+创新业务"双轮驱动格局。 以上内容基于公开资料整理,不构成投资建议。 公司于2025年12月18日启动股份回购计划,拟以自有资金1.7亿—2亿元回购股份,回购价格不超过55 元/股,用于员工持股计划或股权激励。截至2026年1月底,已累计回购股份400.0058万股,占总股本的 1.24%,支付总金额约1 ...
皇庭国际面临退市风险,核心资产被处置致业绩巨亏
Jing Ji Guan Cha Wang· 2026-02-14 06:49
Core Viewpoint - The company Huangting International (000056) is expected to face negative net assets by the end of 2025, which may lead to a delisting risk warning, alongside a significant projected net loss due to core assets being judicially seized for debt repayment [1][7]. Financial Performance - The company anticipates a net profit loss attributable to shareholders of between 2.2 billion to 2.9 billion yuan for 2025, primarily due to non-recurring losses from the judicial seizure of its core asset, Shenzhen Huangting Plaza, as well as a decline in main business revenue and an increase in financial expenses [3][4]. - The Shenzhen Huangting Plaza, which contributed 56.03% of revenue in 2024, was seized for 3.053 billion yuan due to debt default, resulting in a book loss of 2.093 billion yuan, significantly impacting the company's operations and finances [4]. Stock Performance - From February 5 to 6, 2026, the company's A-share stock experienced a cumulative price deviation exceeding 20%, triggering trading anomalies, although the company announced no undisclosed significant matters [2]. Capital Situation - Recent data indicates a net outflow of main funds, with institutional net selling of 15.0775 million yuan on February 11, 2026, and a net outflow of 1.8249 million yuan on February 13, reflecting cautious short-term market sentiment [5]. Shareholder Actions - On February 4, 2026, a concerted action by the controlling shareholder resulted in a minor increase of 382,414 B-shares, representing a small increase of 0.3234%, which has limited impact on the overall situation [6]. Future Development - The company's previous attempts at debt restructuring have failed, and there is currently no substantial progress. The negative net assets and continuous losses reduce the likelihood of reorganization, increasing the risk of delisting [7].
兴业银行股价震荡下行,机构展望中性但看好长期支撑
Jing Ji Guan Cha Wang· 2026-02-14 06:49
Group 1 - The stock price of Industrial Bank (601166) has shown a downward trend, closing at 18.49 yuan on February 13, down 1.91% from 18.88 yuan on February 9, with a trading range of 2.76% [1] - The banking sector has performed weakly, with the China Securities Banking Index declining by 0.70%, and Industrial Bank's valuation is at a historical low with a TTM P/E ratio of 5.05 and a P/B ratio of 0.48 [1] Group 2 - Institutional outlook on Industrial Bank is neutral, with a target price of 24.13 yuan, indicating a potential upside of 30.50% from the current stock price [2] - Profit forecasts suggest a 0.34% year-on-year increase in net profit for 2025, with growth expected to rise to 2.94% in 2026 [2] - The current institutional ratings are all neutral, with a general market focus, but the high dividend yield of 8.79% and low valuation provide long-term support [2] Group 3 - On February 9, Industrial Bank deepened its green finance initiatives through carbon-inclusive loans and CCUS projects, supporting global projects in Saudi Arabia and Argentina [3] - On February 13, Industrial Bank's leasing arm participated as the sole external funder in China's first distributed photovoltaic REITs project, with a total financing scale of 3.037 billion yuan [3] - Various branch-level collaborations and activities were reported, including a partnership framework with 14 institutions and a public awareness campaign on counterfeit currency [3] - A customer engagement initiative was launched on February 9, offering cashback for monthly spending through WeChat to enhance user loyalty [3]