南京商旅(600250)今日涨停，全天换手率15.54%，成交额6.32亿元，振幅7.96%。龙虎榜数据显示，营 业部席位合计净买入4485.97万元。 上交所公开信息显示，当日该股因日涨幅偏离值达8.83%上榜，营业部席位合计净买入4485.97万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.23亿元，其中，买入成交额为8391.98 万元，卖出成交额为3906.01万元，合计净买入4485.97万元。 买二 华鑫证券有限责任公司上海莲花路证券营业部 1986.72 买三 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 1891.32 买四 摩根大通证券(中国)有限公司上海银城中路证券营业部 1243.49 具体来看，今日上榜营业部中，第一大买入营业部为华宝证券股份有限公司上海东大名路证券营业部， 买入金额为2220.67万元，第一大卖出营业部为国泰海通证券股份有限公司总部，卖出金额为1005.33万 元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨1.58%，上榜后5日平均涨5.27%。 资金流向方面，今日该股主力资金净流入1.59亿元，其中，特大单净流入1.29亿元 ...

Core Viewpoint - Nanjing Commercial Travel (600250) experienced a trading halt today with a daily turnover rate of 15.54% and a transaction volume of 632 million yuan, indicating significant market interest and activity [2][3]. Trading Activity - The stock reached its daily limit due to a price deviation of 8.83%, with a net buying amount of 44.86 million yuan from brokerage seats [2]. - The top five brokerage seats accounted for a total transaction volume of 12.3 million yuan, with a buying amount of 83.92 million yuan and a selling amount of 39.06 million yuan, resulting in a net buying of 44.86 million yuan [2]. - The largest buying brokerage was Huabao Securities, Shanghai Dongdaming Road, with a purchase amount of 22.21 million yuan, while the largest selling brokerage was Guotai Haitong Securities, with a selling amount of 10.05 million yuan [2]. Fund Flow - The stock saw a net inflow of 159 million yuan from main funds today, with a significant inflow of 129 million yuan from large orders [3]. - Over the past five days, the main funds have seen a net inflow of 177 million yuan [3]. Financial Performance - For the first three quarters, the company reported a total revenue of 553 million yuan, a year-on-year decrease of 8.07%, and a net profit of 18.98 million yuan, down 51.46% year-on-year [3].

南京商贸旅游股份有限公司 2025 年第二次临时股东会 会议资料 2025 年 12 月 30 日 南京商贸旅游股份有限公司 2025 年第二次临时股东会会议资料 目录 | 2025 | 年第二次临时股东会会议须知 | ………………………………………………… | 1 | | --- | --- | --- | --- | | 2025 | 年第二次临时股东会会议议程 | ………………………………………………… | 2 | | 2025 | 年第二次临时股东会议案一：关于 | 2026 年度日常关联交易预计额度的议案 | 3 | | 2025 | 年第二次临时股东会议案二：关于 | 2026 年度融资综合授信额度的议案…… | 8 | | 2025 | 年第二次临时股东会议案三：关于 | 2026 年度为子公司提供担保额度的议案 | 9 | 南京商贸旅游股份有限公司 2025 年第二次临时股东会会议资料 南京商贸旅游股份有限公司 2025 年第二次临时股东会会议须知 为维护投资者的合法权益，确保南京商贸旅游股份有限公司（以下简称南京 商旅或公司）2025 年第二次临时股东会的正常秩序和议事效率，根据《公司法》 ...

Core Viewpoint - The Jiangsu state-owned enterprise reform sector experienced a 1.4% increase on December 17, with Nanjing Business Travel leading the gains [1] Group 1: Market Performance - On the same day, the Shanghai Composite Index closed at 3870.28, up 1.19% [1] - The Shenzhen Component Index closed at 13224.51, up 2.4% [1] Group 2: Capital Flow - The Jiangsu state-owned enterprise reform sector saw a net inflow of 556 million yuan from main funds, while retail funds experienced a net outflow of 208 million yuan [1] - Speculative funds had a net outflow of 348 million yuan [1]

Market Overview and Sector Characteristics - The Shanghai Composite Index closed up by 1.19%, while the Shenzhen Component Index fell by 2.40%, with the median change in A-shares being an increase of 0.61% [1] - A total of 49 stocks hit the daily limit up, an increase of 7 from the previous day, while 19 stocks hit the limit down, an increase of 4 [2] Industry Characteristics - The sectors with the most limit-up stocks today were communication equipment, specialized equipment, and general equipment [3] - In the communication equipment sector, 5 stocks reached the limit up, driven by accelerated 5G construction and AI computing demand [4] - The specialized equipment sector saw 4 stocks limit up, supported by policy backing and recovering orders [4] - The general equipment sector had 3 stocks limit up, boosted by policy support for equipment upgrades and enhanced manufacturing recovery expectations [4] Concept Characteristics - The most represented concepts among limit-up stocks were optical communication, liquid cooling servers, and consumer sectors [5] - In the optical communication concept, 7 stocks hit the limit up, benefiting from the explosive demand for AI computing and the acceleration of 800G optical module shipments [5] - The liquid cooling server concept also had 7 stocks limit up, as liquid cooling technology becomes the mainstream solution for heat dissipation due to AI computing demand [5] - The consumer sector had 6 stocks limit up, supported by policy stimulus and the year-end consumption peak, with strong expectations for consumer potential [5] Limit-Up Stock List - Among the limit-up stocks, 3 reached historical highs, including Yingweike, Ping An Electric, and Huanxu Electronics [6] - 10 stocks reached near one-year highs, including Shengtong Energy, Jiamei Packaging, and others [7][8] Main Capital Flow - The top 5 stocks with the highest net inflow of main capital among limit-up stocks were Yingweike, Guojiji Heavy Industry, Guangxun Technology, ShenNan Circuit, and Meinian Health [9][10] - The stocks with the highest net inflow as a percentage of market value included Wangzi New Materials, Nanjing Business Travel, and others [10] Continuous Limit-Up Situation - There were 41 first-limit stocks today, with 5 stocks achieving a second limit up and 3 stocks achieving three or more consecutive limit ups [11] - The top 5 stocks with the most consecutive limit ups included Baida Group, Shengtong Energy, and others [11]

Core Viewpoint - The trade sector experienced a notable increase, with the Shanghai Composite Index rising by 1.19% and the Shenzhen Component Index increasing by 2.4% on December 17 [1][2]. Group 1: Market Performance - The trade sector rose by 1.09% compared to the previous trading day, with Nanjing Commercial Travel leading the gains [1]. - The Shanghai Composite Index closed at 3870.28, marking an increase of 1.19% [1]. - The Shenzhen Component Index closed at 13224.51, reflecting a rise of 2.4% [1]. Group 2: Capital Flow - The trade sector saw a net inflow of 1.03 billion yuan from main funds, while retail funds experienced a net outflow of 1.11 billion yuan [2]. - Retail investors contributed a net inflow of 793.74 million yuan to the trade sector [2].

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index rose over 1%. The market saw a significant divergence between sectors, with the micro-cap stock index dropping over 1%. The total trading volume in the Shanghai and Shenzhen markets was 1.02 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day. Over 3,700 stocks declined across the market [1][10] - The lithium mining sector showed strong performance, with Jin Yuan Co. and Shengxin Lithium Energy hitting the daily limit. The computing hardware sector also performed actively, with Huanxu Electronics reaching the daily limit and major optical module companies collectively rising [1][6] Individual Stock Highlights - Nuxi Co. debuted on the Shanghai Stock Exchange's Sci-Tech Innovation Board with an issue price of 104.66 yuan per share. On its first trading day, the stock price surged over 700%, reaching a peak of 895 yuan, and closed at 824.5 yuan, marking a 687.8% increase from the issue price. The theoretical maximum profit from one subscription could reach 395,000 yuan, surpassing the previous high of Moer Thread, making it the most profitable new stock since the full registration system was implemented in A-shares [1][2][29] Sector Performance - The lithium battery sector collectively strengthened, with stocks like Tianji Co., Shengxin Lithium Energy, and Dazhong Mining hitting the daily limit. The price of lithium carbonate futures rose over 8%, approaching 110,000 yuan per ton [6][8] - The tourism and hotel sectors saw significant gains, with stocks like Qujiang Cultural Tourism and Nanjing Commercial Travel hitting the daily limit. Data from Qunar Travel indicated that hotel bookings for popular cities from January 1 to 3, 2026, increased threefold year-on-year [4][14] Investment Opportunities - Analysts suggest focusing on leading companies in the lithium battery sector and those involved in solid-state technology, as a new round of production expansion and technological breakthroughs are expected to drive industry capital expenditure [8] - The small metals sector also showed strong performance, with tungsten prices rising sharply. The price of tungsten concentrate exceeded 400,000 yuan per ton, and ammonium paratungstate (APT) prices surpassed 600,000 yuan per ton [8][9]

Core Points - Nanjing Business Travel announced that the total external guarantees provided by the company and its subsidiaries amount to 400 million yuan, which represents 66.29% of the company's most recent audited net assets [2] - The actual guarantee balance is 41.29 million yuan, accounting for 6.84% of the company's most recent audited net assets [2] - The company and its subsidiaries have not provided guarantees for controlling shareholders, actual controllers, or their related parties, and there are no overdue guarantees [2]

证券代码：600250 证券简称：南京商旅 公告编号：2025-066 南京商贸旅游股份有限公司 关于 2026 年度日常关联交易预计额度的公告 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。 重要内容提示： （二）2025 年度日常关联交易的预计和执行情况 是否需要提交股东会审议：本次日常关联交易额度预计事项已经公司第十一 届十六次董事会审议通过，尚需提交公司股东会审议。 日常关联交易对上市公司的影响：各类日常关联交易事项将在公平、互利的 基础上进行，不会影响上市公司的独立性，不会对公司及股东利益造成损害。 一、日常关联交易预计基本情况 （一）履行的审议程序 南京商贸旅游股份有限公司（以下简称南京商旅或公司）于 2025 年 12 月 12 日召开第十一届十六次董事会，审议通过了《关于 2026 年度日常关联交易预 计额度的议案》，关联董事刘晶晶、袁艳、方红渊对该议案回避了表决。本次日 常关联交易额度预计事项尚需提交公司股东会审议，关联股东需回避表决。 本次日常关联交易额度预计事项在提交董事会审议前，已经独立董事专门会 议 ...

证券代码：600250 证券简称：南京商旅 公告编号：2025-067 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股子公司对外担保 | 40,000 | | 总额（万元） | | | 对外担保总额占上市公司最近一期经审计净资产 | 66.29 | | 的比例（%） | | 1 | | ☑担保金额（含本次）超过上市公司最近一期经审计 净资产 50% | | --- | --- | | | □对外担保总额（含本次）超过上市公司最近一期经 | | 特别风险提示（如有请勾选） | 审计净资产 100% | | | □对合并报表外单位担保总额（含本次）达到或超过 | | | 最近一期经审计净资产 30% | | | ☑本次对资产负债率超过 70%的单位提供担保 | | 其他风险提示（如有） | 无 | 注：1、对外担保总额，包含已批准的担保额度内尚未使用额度与担保实际发生余额之和。 南京商贸旅游股份有限公司 关于 2026 年度为子公司提供担保额度的公告 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、 ...