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9日上证50指数期货上涨0.05%,最新持仓变化
Sou Hu Cai Jing· 2025-05-10 21:50
主力合约前20席位中,多头增仓前三名分别是:宏源期货、持仓571、增仓125,中信建投、持仓770、增仓22,海证期货、持仓 638、增仓21;多头减仓前三名分别是:国泰君安、持仓6266、减仓-1103,海通期货、持仓1800、减仓-423,中信期货、持仓 4667、减仓-372; 主力合约前20席位中,空头增仓前三名分别是:银河期货、持仓1527、增仓172,宝城期货、持仓501、增仓68,申银万国、持仓 567、增仓36;空头减仓前三名分别是:国泰君安、持仓7998、减仓-1104,中信期货、持仓4309、减仓-878,海通期货、持仓 1122、减仓-517。 新浪期货 根据交易所数据,截至5月09日收盘主力合约上证50指数期货2506,涨跌+0.05%,成交量1.78万手,持仓数据显示前20席位 呈现净空,差额头寸为5110手。 上证50指数期货期货全合约总计成交3.07万手,比上一日减少2.12万手。全合约前20席位多头持仓5.53万手,比上一日减少5265 手。全合约前20席位空头持仓6.52万手,比上一日减少6368手。 根据合并数据显示,多头前三席位为国泰君安,总持仓10214、中信期货,总持 ...
美德乐由国泰君安完成IPO辅导:二股东陈立波持股23%,未认定为共同实控人
Sou Hu Cai Jing· 2025-05-09 10:40
Company Overview - Meidel, established in 2009, focuses on the research, design, manufacturing, and sales of intelligent manufacturing equipment, with a registered capital of 56.123 million yuan [2] - The company completed its IPO counseling report with Guotai Junan as the counseling institution [2] Shareholding Structure - The actual controller of Meidel is Zhang Yongxin, who holds 46.15% of the shares [2][3] - Chen Libo, the second-largest shareholder, owns 22.99% of the shares, while Lin Jiazong, the third-largest shareholder, holds 6.06% [3] - Chen Libo is not recognized as a joint actual controller or acting in concert with the actual controller [2] Management Background - Zhang Yongxin, born in 1970, has extensive experience in various managerial roles, including positions at Dalian Port and Dalian Yitong [3] - Chen Libo, also born in 1970, has held significant roles in companies such as Dalian Toshiba Television and has been involved with Meidel since 2014 [4] Financial Performance - Meidel's projected revenue for 2022, 2023, and 2024 is 1.028 billion yuan, 1.006 billion yuan, and 1.134 billion yuan, respectively [4] - The net profit for the same years is expected to be 224 million yuan, 208 million yuan, and 213 million yuan, indicating some fluctuations in performance [4]
【国泰君安期货能化联合调研】金十期货特约国泰君安期货分析:国内炼厂在经历3-4月油价下跌后利润持续修复,均有不同程度、不同形式的点价备货,原料库存从此前低位有一定回升,装置复工预期小幅增强。从原油采购渠道看,近期地缘风险带来的不利影响明显,或削弱中长期行业利润。分产业链和品种看,山东、东北、华东地炼短期 开工 稳定,但成品油需求疲软及原料扰动抑制中长期产能利用率。华北方面有所不同,受原料消费税、地缘等影响相对更谨慎。化工轻油加工方面,芳烃估值回归基本面,内外盘套利窗口收窄;烯烃方面,关税政策波动下乙烷采购谨
news flash· 2025-05-09 10:18
Group 1 - The core viewpoint indicates that domestic refineries have experienced a profit recovery after the decline in oil prices during March and April, leading to various forms of inventory replenishment and a slight increase in the expectation of facility resumption [1] - Raw material inventory has shown a certain recovery from previously low levels, with different regions such as Shandong, Northeast, and East China maintaining stable short-term operations despite weak demand for refined oil and raw material disruptions affecting long-term capacity utilization [1] - In North China, the situation is more cautious due to influences from raw material consumption taxes and geopolitical factors [1] Group 2 - In the chemical light oil processing sector, the valuation of aromatics has returned to fundamentals, and the arbitrage window between domestic and international markets has narrowed [1] - In the olefins sector, there is cautious procurement of ethane due to fluctuations in tariff policies, while propane may shift towards Middle Eastern sources, with policy integration and quota distribution being key areas of future focus [1]
国泰海通(601211) - 国泰海通证券股份有限公司H股公告(翌日披露报表)
2025-05-09 10:16
公司名稱: 國泰海通證券股份有限公司(「本公司」) 呈交日期: 2025年5月9日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | A股於上海證券交易所上市(證券代號: 601211) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份(不包括庫存股份)數 目 | 佔有關事件前的現有已發 行股份(不包括庫存股 份)數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發 ...
国泰海通(02611) - 翌日披露报表
2025-05-09 09:30
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 國泰海通證券股份有限公司(「本公司」) 呈交日期: 2025年5月9日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | A股於上海證券交易所上市(證券代號: 601211) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份(不包括庫存股份) ...
9日对二甲苯上涨2.28%,最新持仓变化
Xin Lang Qi Huo· 2025-05-09 08:30
| | | | | 2025年5月9日对二甲苯主力合约2509持仓数据 | | | | 一览 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 名次 会员名称 成交量(双边) | | 增减 | 会员 | 持买单 | 增减 | 会员 | 持卖单 | 增减 | | T | 东证期货 | 76,263 | -29,636 | 银河期货 13,182 | | 4.889 | 国泰君安 23,491 | | 555 | | 2 | 中信期货 | 53,860 | -12.646 | 中信期货 | 12,690 | -97 | を泰期货 | 12,326 | -471 | | 3 | 国泰君安 | 52,149 | -5,215 | 国泰君安 | 11.202 | -2,804 | 中信期货 | 10,598 | 1,183 | | 4 | 中泰期货 | 20,929 | 1,794 | 东证期货 | 6,031 | -124 | 东证期货 | 9,406 | 1.043 | | 5 | 银河期货 | 18,166 | -309 | ...
索辰科技跌6.27% 2023年上市超募13亿国泰海通保荐
Zhong Guo Jing Ji Wang· 2025-05-09 08:26
Group 1 - The core viewpoint of the articles highlights the financial performance and stock market status of Suochen Technology, which is currently facing a decline in stock price since its IPO [1] - Suochen Technology's stock closed at 77.33 yuan, reflecting a drop of 6.27%, with a total market capitalization of 6.891 billion yuan [1] - The company went public on April 18, 2023, with an initial offering price of 245.56 yuan per share, indicating that the stock is currently in a state of decline [1] Group 2 - The company raised a total of 253.75 million yuan through its IPO, with a net amount of 231.57 million yuan, exceeding the original plan by 134.68 million yuan [1] - The funds raised are allocated for various projects, including the construction of a research and development center and the production of underwater noise testing instruments [1] - The underwriting fees for the IPO amounted to 22.17 million yuan, with the main underwriter being Haitong Securities [1] Group 3 - Suochen Technology announced a cash dividend of 0.15 yuan per share and a capital increase of 0.48 shares per share based on a total share capital of 41,333,400 shares [2] - The total cash dividend distributed was 6.20 million yuan, and the capital increase resulted in an additional 19.84 million shares, bringing the total share capital to 61,173,432 shares [2] - For the 2023 annual profit distribution, the company plans to distribute a cash dividend of 3.80 yuan for every 10 shares and a capital increase of 4.60 shares for every 10 shares [2]
8日上证50指数期货上涨0.82%,最新持仓变化
Sou Hu Cai Jing· 2025-05-09 07:56
新浪期货 根据交易所数据,截至5月08日收盘主力合约上证50指数期货2506,涨跌+0.82%,成交量3.13万手,持仓数据显示前20席位 呈现净空,差额头寸为5420手。 上证50指数期货期货全合约总计成交5.20万手,比上一日新增1015手。全合约前20席位多头持仓6.09万手,比上一日减少179手。 全合约前20席位空头持仓7.16万手,比上一日减少357手。 文章来源:新浪期货 2025年5月8日上证50指数期货主力合约2506持仓数据 | | 名次 会员名称 成交量(双边) | | 增減 | | 会员 持买单 | 增减 | 会员 | 持卖車 | 增减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | J | 国泰君安 | 10,519 | 1,136 | 国泰君安 | 7,369 | 233 | 国泰君安 | 9,102 | 038 | | 2 | 中信期货 | 8,966 | -668 | 中信期货 | 5,039 | -671 | 中信期货 | 5,187 | -441 | | 3 | 海通期货 | 4,306 | ...
国泰海通:家电龙头多维度优势显著 聚焦三大主线
Zhi Tong Cai Jing· 2025-05-09 07:32
国泰海通发布研报称,家电板块2024年整体收入、归母净利润分别同比+6%、+9%;25Q1收入、归母净 利润分别同比+14%、+22%。子行业中白电、零部件显著占优,看好龙头优势持续性。当下聚焦三条主 线:1)全球关税政策不确定背景下,黑白电龙头双雄多元化产能布局优势显现;2)地产链和内需有望出台 更多刺激政策;3)低估值+高股息防御优势显著标的。 国泰海通主要观点如下: 业绩综述 家电板块2024年整体收入、归母净利润分别同比+6%、+9%;25Q1收入、归母净利润分别同比+14%、 +22%。2024Q4国补集中发力下,板块收入端有明显提速。考虑到24Q4开始大范围会计准则变更对于营 业成本以及销售费用的调整,该行从毛销差的角度看,2024年行业整体小幅度下滑0.1pcts,25Q1下滑 0.6pcts。其他费用端相对有更明显的优化,因此归母净利率维度,家电板块2024A以及2025Q1呈现同比 改善趋势。 收入端 内销受益补贴程度分化,海外抢出口明显。自24Q3需求低点以来,同比增速逐季度改善,其中24Q4主 要受益于国补政策的集中发力以及海外旺盛需求的双重拉动;25Q1内销依旧有国补拖底,而关税落地前 ...
和元生物6股东拟减持 2022上市国泰海通保荐2年1期亏
Zhong Guo Jing Ji Wang· 2025-05-09 03:11
中国经济网北京5月9日讯和元生物(688238.SH)昨日晚间发布公告称,近日,公司收到股东股东浙江华睿盛银创业投资有限公司(以下 简称"华睿盛银")及其一致行动人出具的《关于股东减持计划的告知函》。 公司股东华睿盛银及其一致行动人拟通过集中竞价、大宗交易的方式减持所持公司股份,减持股份数量合计不超过6,490,367股,占 公司总股本比例不超过1%。上述减持自公告披露之日起15个交易日后的3个月内进行。 其中,华睿盛银计划减持数量不超过1,100,000股,计划减持比例不超过0.1695%;诸暨富华产业转型升级基金合伙企业(有限合伙)(以 下简称"诸暨富华")计划减持数量不超过1,000,000股,计划减持比例不超过0.1541%;浙江华睿胡庆余堂健康产业投资基金合伙企业 (有限合伙)(以下简称"华睿胡庆余堂")计划减持数量不超过1,000,000股,计划减持比例不超过0.1541%;浙江华睿火炬创业投资合伙 企业(有限合伙)(以下简称"华睿火炬")计划减持数量不超过1,910,275股,计划减持比例不超过0.2943%;杭州华睿嘉银股权投资合伙 企业(有限合伙)(以下简称"华睿嘉银")计划减持数量不超过1 ...