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券商集体出手!9只个股两融折算率“归零”,对投资者影响几何?
Xin Lang Cai Jing· 2025-10-10 01:27
智通财经记者 | 孙艺真 A股9只个股遭遇"去杠杆"。 智通财经了解到,10月9日盘后,东方财富证券通过短信通知投资者,相关投资者信用账户中持有的中芯国际(688981.SH)的融资融券折算率由0.7调整为 0、佰维存储(688525.SH)的折算率由0.5调整为0。 智通财经注意到,除东方财富证券之外,已有多家券商将部分个股的融资融券折算率下调为零。 例如,东北证券下调瑞晟智能(688215.SH)、佰维存储等5只个股的融资融券折算率为零;国泰海通、东方证券、国融证券、太平洋证券等多家券商将中 芯国际、佰维存储、路桥信息(920748.BJ)、曼恩斯特(301325.SZ)、永鼎股份(600105.SH)、哈空调(600202.SH)、宏辉果蔬(603336.SH)、天马 科技(603668.SH)、瑞晟智能9只A股股票的融资融券折算率统一调整为零。上述调整于10月9日生效。 | 证券代码 | 股票简称 | 调整前的折算率 | 调整后的折算率 | 折算率 | | --- | --- | --- | --- | --- | | | | (%) | (%) | | | 688525 | 佰维存储 | 30 | ...
机械行业周报:低空经济稳中有升,看好工程机械发展-20250916
Guoyuan Securities· 2025-09-16 10:42
Investment Rating - The report maintains a "Recommended" investment rating for the mechanical industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [6]. Core Insights - The low-altitude economy is showing steady growth, with significant policy support from various government departments, which is expected to create substantial market opportunities [3][4]. - The mechanical equipment sector is anticipated to maintain a steady growth trajectory, bolstered by strong competitive advantages of domestic leading enterprises in both supply and demand [3][4]. Weekly Market Review - From September 7 to September 12, 2025, the Shanghai Composite Index rose by 1.52%, while the ShenZhen Component Index and the ChiNext Index increased by 2.65% and 2.10%, respectively. The Shenwan Mechanical Equipment Index outperformed with a rise of 3.52%, ranking 7th among 31 Shenwan first-level industries [2][11]. - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 2.90%, 3.13%, and 7.09%, respectively [2][11]. Key Sector Tracking - The low-altitude economy sector is being propelled by new policies aimed at integrating low-altitude transportation with AI and energy sectors, indicating a significant potential for industrial upgrades and market expansion [3]. - The mechanical equipment sector is witnessing domestic companies like Zoomlion actively expanding into overseas markets, exemplified by the successful delivery of a crane to Slovakia [3]. Investment Recommendations - For the low-altitude economy, recommended companies include ShenChengJiao, SuJiaoKe, and WanFengAoWei among others [4]. - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [4]. Economic Data Tracking - The manufacturing PMI for August 2025 was reported at 49.4%, indicating a slight increase, while the non-manufacturing business activity index rose to 50.3%, suggesting a stable economic outlook [21][23]. - The industrial producer price index showed a year-on-year decline of 2.9% in August, with a narrowing of the decline compared to previous months [23]. Key Industry Data Tracking - The machine tool industry reported a total revenue of 578.9 billion yuan for the first seven months of 2025, reflecting a year-on-year decrease of 1.0%, while metal cutting machine tools saw a growth of 13.3% [26]. - The export value of machine tools reached 131.8 billion USD, marking an increase of 8.1% year-on-year [26].
哈空调:围绕三大市场强化技术创新与产业协同,持续提升综合竞争力
Core Viewpoint - The company, Haconditioning, reported a significant decline in revenue and net profit for the first half of 2025, while emphasizing its commitment to environmental protection and technological innovation in the cooling equipment sector [2][3][4]. Group 1: Financial Performance - For the first half of 2025, the company achieved a revenue of 549 million yuan, a year-on-year decrease of 22.53% [2] - The net profit attributable to shareholders was -7.64 million yuan, compared to a profit of 8.90 million yuan in the same period last year [2] - The basic earnings per share were -0.02 yuan, indicating a shift from profit to loss due to decreased sales revenue and increased expenses [2] Group 2: Environmental Impact - The company's air-cooled equipment supports national environmental protection and emission reduction policies by minimizing reliance on cooling water, thus reducing water resource consumption [3] - Air-cooled systems do not require chemical agents, which helps prevent water pollution and reduces overall energy consumption during operation [3] - The technology contributes to lower emissions of greenhouse gases and air pollutants, playing a significant role in environmental protection [3] Group 3: Technological Innovation and Strategy - The company is focused on optimizing product design and production processes to enhance cost efficiency and innovation [4] - Future strategies include expanding into new energy materials and clean energy infrastructure, while deepening collaboration with key energy groups [4] - The company aims to develop a comprehensive service system covering the entire lifecycle of cooling systems, emphasizing energy efficiency and technological advancements [4] Group 4: International Market Expansion - The company is strengthening its presence in the Belt and Road Initiative markets and enhancing strategic partnerships with multinational corporations [5] - It is accelerating the development of customized solutions to meet regional demands, establishing an international service system that includes technical consulting and operational support [5]
哈空调(600202) - 哈尔滨空调股份有限公司关于2025年半年度业绩说明会召开情况的公告
2025-09-15 08:00
一、本次说明会召开情况 2025 年 9 月 5 日,公司披露了《关于召开 2025 年半年度业绩说明会的公告》, 相关公告详见《上海证券报》《中国证券报》、上海证券交易所网站 (www.sse.com.cn)。(公告编号:2025-044) 证券代码:600202 证券简称:哈空调 编号:临2025-046 哈尔滨空调股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 哈尔滨空调股份有限公司(以下简称"公司")于 2025 年 9 月 15 日(周一) 上午10:30~11:30在上海证券交易所上证路演中心(http://roadshow.sseinfo.com) 以上证路演中心视频直播和网络互动方式召开 2025 年半年度业绩说明会,针对 公司 2025 年半年度的经营业绩、发展战略等情况与投资者进行互动交流和沟通, 现就会议召开情况公告如下: 2025 年 9 月 15 日上午 10:30~11:30,公司 2025 年半年度业绩说明会在 上海证券交易所上 ...
哈空调:获得政府补助的公告
Zheng Quan Ri Bao· 2025-09-10 13:46
(文章来源:证券日报) 证券日报网讯 9月10日晚间,哈空调发布公告称,2025年9月10日,公司收到政府补助906.00万元。 ...
哈空调(600202) - 哈尔滨空调股份有限公司获得政府补助的公告
2025-09-10 09:15
2025 年 9 月 10 日,哈尔滨空调股份有限公司(以下简称"公司")收到政 府补助 906.00 万元。具体如下; 注:上表合计数与计算值不一致系尾差造成。 证券代码:600202 证券简称:哈空调 编号:临2025-045 哈尔滨空调股份有限公司 获得政府补助的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 一、获得补助的基本情况 二、补助的类型及其对上市公司的影响 公司根据《企业会计准则第 16 号-政府补助》的有关规定确认上述事项,并 划分补助的类型,上述政府补助属于与收益相关的政府补助,计入当期损益。 本次收到的政府补助款预计对公司未来年度利润产生积极影响。上述政府补 助收入的会计处理最终仍须以会计师年度审计确认后的结果为准,敬请广大投资 者注意投资风险。 特此公告。 哈尔滨空调股份有限公司董事会 2025 年 9 月 11 日 单位:万元 序号 获得时间 补助金额 占公司最近一期经审计归 属于上市公司股东净利润 的比例(%) 补助类型 1 2025-09-10 806.00 109.58 收益相关 2 2 ...
哈尔滨空调股份有限公司2025年第二次临时股东会决议公告
Group 1 - The company held its second extraordinary general meeting of shareholders on September 4, 2025, with no resolutions being rejected [2][3] - The meeting was convened by the board of directors and chaired by Chairman Ding Sheng, utilizing a combination of on-site and online voting methods [2][5] - Seven out of nine current directors attended the meeting, while two directors were absent due to work commitments [3][4] Group 2 - The meeting approved the proposal to appoint the auditing firm for the 2025 fiscal year [5] - The proposal to amend the "Independent Director System" was also approved [5] - The meeting was witnessed by lawyers from Heilongjiang Langxin Yinlong Law Firm, confirming that all procedures complied with relevant laws and regulations [6] Group 3 - The company announced a half-year performance briefing scheduled for September 15, 2025, to discuss the 2025 semi-annual report released on August 20, 2025 [11][12] - The briefing will be conducted via video live streaming and online interaction, allowing investors to ask questions [9][12] - Key personnel attending the briefing include Chairman Ding Sheng, General Manager Zhan Xuefeng, and Board Secretary Guo Linzhan [12]
哈空调:2025年第二次临时股东会决议公告
Zheng Quan Ri Bao· 2025-09-04 13:36
Group 1 - The company announced that its second extraordinary general meeting for 2025 will be held on September 4, 2025 [2] - The meeting will review the proposal regarding the appointment of the auditing institution for the year 2025 [2]
哈空调:9月15日将召开2025年半年度业绩说明会
Zheng Quan Ri Bao Wang· 2025-09-04 13:17
证券日报网讯9月4日晚间,哈空调(600202)发布公告称,公司将于2025年9月15日召开2025年半年度 业绩说明会。 ...
哈空调(600202) - 哈尔滨空调股份有限公司关于召开2025年半年度业绩说明会的公告
2025-09-04 08:15
证券代码:600202 证券简称:哈空调 编号:临2025-044 哈尔滨空调股份有限公司 关于召开 2025 年半年度业绩说明会的公告 ● 会议召开方式:上证路演中心视频直播和网络互动 ● 投资者可于 2025 年 09 月 08 日(星期一)至 09 月 12 日(星期五)16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过邮箱 zqb@hac.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 哈尔滨空调股份有限公司(以下简称"公司")已于 2025 年 8 月 20 日发布 公司 2025 年半年度报告,为便于广大投资者更全面深入地了解公司 2025 年半年 度经营成果、财务状况,公司计划于 2025 年 09 月 15 日(星期一)10:30-11:30 举行 2025 年半年度业绩说明会,就投资者关心的问题进行交流。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示 (网址:http://roadshow.sseinfo.com) 一、说明会类型 本次投资者说 ...