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九部门联合发布扩大服务消费“19条”……盘前重要消息还有这些
Zheng Quan Shi Bao· 2025-09-17 05:13
Group 1 - The Ministry of Commerce and eight other departments issued 19 specific measures to expand service consumption, focusing on enhancing service quality and promoting consumer activities [1] - The "Service Consumption Quality Improvement and Benefit Action" plan was introduced to strengthen policy support, build platforms, and optimize the consumption environment [1] - The initiative includes the continuous development of the "Buy in China" brand and the launch of a series of promotional activities in key service sectors [1] Group 2 - The Chinese Ministry of National Defense confirmed that the Fujian aircraft carrier is conducting sea trials, which is a normal part of its construction process [2] - The development of the aircraft carrier is aligned with national security needs and technological advancements, emphasizing China's commitment to a defensive national policy [2] - The Fujian carrier is expected to play a significant role in safeguarding national sovereignty and development interests [2] Group 3 - The China National Medical Products Administration released the first industry standard for medical devices using brain-computer interface technology, set to take effect on January 1, 2026 [4] - This standard aims to support the high-quality development of the brain-computer interface medical device industry [4] Group 4 - The Shenzhen Securities Regulatory Bureau issued a warning letter to Qianhai Hongtai Fund Management Co., Ltd. for failing to complete fund filing procedures after fundraising [5] - This action is based on violations of the Private Fund Management Regulations [5] Group 5 - Vanke A received a loan of up to 2.064 billion yuan from Shenzhen Metro Group [8] - Hengwei Technology plans to acquire 75% of Shuheng Technology's shares, leading to a stock suspension [8] - Shanghai Construction's stock has seen significant short-term gains, indicating potential market overheating [8] - Huohai Biotechnology's controlling shareholder received an administrative penalty notice [8] - Funeng Technology plans to mass-produce its third-generation semi-solid battery by 2026 [8] - Luxiao Technology signed an AI robot cooperation agreement with its subsidiary [8] - Haon Electric received a product designation notice, estimating total revenue of approximately 2.477 billion yuan over its lifecycle [8] - Haowei Group has entered NVIDIA's supply chain [8] - AVIC Optoelectronics has shipped UQD connectors and liquid cooling pipe components to overseas manufacturers [8]
首开股份涨停走出4连板
Mei Ri Jing Ji Xin Wen· 2025-09-17 03:07
每经AI快讯,9月17日,首开股份涨停走出4连板,4天累计涨幅达46.51%。 (文章来源:每日经济新闻) ...
半年亏损18亿的首开股份连收9个涨停板,控股子公司间接持有宇树科技股权
Sou Hu Cai Jing· 2025-09-17 02:29
首开股份此轮股价大涨,或与其控股子公司北京首开盈信投资管理有限公司(以下简称"盈信公司")持有宇树科技股份有关。 9月2日,宇树科技宣布预计四季度提交IPO。因间接持有宇树科技股权,首开股份被贴上了"宇树影子股"标签。次日起,首开股份股价连日大涨。 持续亏损的首开股份(600376.SH)在连收9个涨停板后,再次发布股票交易异常波动公告。 9月16日晚间,首开股份公告称,自2025年9月3日至9月12日期间,公司股票收盘价格涨幅偏离值累计达到100%,触及股票交易严重异常波动情形。公司于9 月13日发布了《关于股票交易异常波动暨严重异常波动的公告》。 9月15日和9月16日,该公司股票连续两个交易日内日收盘价格涨幅偏离值累计达到20%,根据《上海证券交易所交易规则》有关规定,属于股票交易异常波 动情形。 对此,首开股份从生产经营、重大事项情况、市场传闻等方面做了自查。公告称,首开股份目前生产经营活动正常,主营业务未发生重大变化,公司目前仍 处于亏损状态。 2025年半年度报告显示,今年上半年,首开股份营业收入180.39亿元,归母净亏损18.39亿元。2024年和2023年,该公司归母净亏损分别为81.41亿 ...
首开股份股价大幅波动 此前10日斩获9板
Zheng Quan Shi Bao Wang· 2025-09-17 02:13
Core Viewpoint - The stock of Shoukai Co., Ltd. (600376) experienced significant volatility, with a notable increase of over 8% during intraday trading on September 17, following a series of nine consecutive trading limit increases in the previous ten days [1] Group 1: Stock Performance - The company has observed a marked increase in trading volume, turnover rate, and the number of shareholders, alongside some institutional shareholders reducing or liquidating their positions, indicating potential short-term risks of a price correction due to rapid price increases [1] Group 2: Subsidiary Investment - The company clarified its relationship with its subsidiary, Beijing Shoukai Yinxin Investment Management Co., Ltd. (Yinxin), which holds a 62.74% stake in the subsidiary. As of July 2025, Yinxin has committed to a capital contribution of 300 million yuan, with 180 million yuan already paid [1] - The fund associated with Yinxin has a total subscription scale of approximately 460.96 million yuan, with Yinxin's share being about 6.51%, which may fluctuate with the fund's actual operational scale [1] - The fund holds a 4.7683% stake in Yushu Technology Co., Ltd., translating to an indirect ownership of approximately 0.3% by Yinxin, indicating a minimal stake with no control or influence over the fund's decision-making [1]
机器人概念延续活跃 万向钱潮等涨停
Zheng Quan Shi Bao Wang· 2025-09-17 02:06
Group 1 - The robotics sector continues to show strong activity, with several companies experiencing significant stock price increases [1] - Wanxiang Qianchao, Jingxing Paper, and Luxin Technology all reached their daily price limit increase [1] - Other companies such as Hongchang Technology, Hanwei Technology, Dongshan Precision, and Shoukai Co. also saw their stock prices rise [1]
首开股份(10天9板)高开2.85%
Mei Ri Jing Ji Xin Wen· 2025-09-17 01:46
Group 1 - The stock of Shouke Co., Ltd. opened up 2.85% after achieving 10 consecutive trading days of gains [1] - Chunzhong Technology, a liquid-cooled server concept stock, opened up 4.23% after 6 days of 5 consecutive gains [1] - Bidet Technology in the high-speed rail sector opened up 0.72% after 8 days of 5 consecutive gains [1] Group 2 - Tianji Co., Ltd., a lithium battery sector stock, opened up 3.05% after 9 days of 5 consecutive gains [1] - Huajian Group, which has restructuring expectations, opened up 1.48% after 4 consecutive gains [1] - Baile Technology, a robotics concept stock, opened up 1.27% after 6 days of 4 consecutive gains [1] Group 3 - Shanghai Construction opened up 5.30% after 3 consecutive gains [1] - Low-priced stock Shanzi Gaoke opened up 4.46% after 3 consecutive gains [1] - Rongsheng Development opened down 1.86% after 3 consecutive gains [1] Group 4 - Yushen Co., Ltd., a unified market concept stock, opened down 2.47% after 4 days of 3 consecutive gains [1] - Yiyaton opened down 0.99% after 2 consecutive gains [1]
机器人板块表现较强
Yang Zi Wan Bao Wang· 2025-09-17 00:53
扬子晚报网9月17日讯(记者范晓林)今天是周三,昨天华建集团(600629)4连板,首开股份(600376) 10天9板,上海建工(600170)、香江控股(600162)、山子高科(000981)、荣盛发展(002146)3连 板,线上线下(300959)20cm2连板,淳中科技(603516)6天5板。创业板指一度跌幅超过1%,午后 回升翻红,中小盘股表现较强。沪深两市成交额2.34万亿,较上一个交易日放量640亿。盘面上,市场 情绪明显回暖,全市场超3600只个股上涨。板块方面,机器人、互联网电商、物流等板块涨幅居前。 A.利好精选 兄弟科技:2025年前三季度净利同比预增207%-253% 兄弟科技(002562)(002562.SZ)公告称,公司发布2025年前三季度业绩预告,预计归属于上市公司股 东的净利润为1亿元-1.15亿元,同比增长207.32%-253.42%。业绩增长主要由于部分维生素产品价格上 涨,苯二酚项目产能利用率提升、销量增加,以及部分产品成本下降,整体毛利率同比上升。 首开股份(600376.SH)公告称,自2025年9月3日至9月12日期间,公司股票收盘价格涨幅偏离值累计达到 ...
9月17日投资避雷针:10天9板人气股股价严重异常波动 公告称可实施停牌核查
Xin Lang Cai Jing· 2025-09-17 00:45
导读:智通财经9月17日投资避雷针,近日,A股及海外市场潜在风险事件如下。国内经济信息方面包括:1)长春航展两架小鹏汇天eVTOL相撞后一架坠 机;2)"境外个人境内限购房令取消"系误读;公司方面重点关注包括:1)10天9板首开股份公告,根据规定上市公司出现股票交易重大异常情形,可对股 票及其衍生品种实施停牌并要求进行核查;2)时隔近两年大基金再度减持北方华创,持股比例降至5%以下;海外市场重点关注包括:1)美股三大指数集 体收跌,英伟达跌超1%;2)美元指数跌破97关口,欧元兑美元上涨至四年来最高水平。 经济信息 1、美股三大指数集体收跌,道琼斯指数跌0.27%,标普500指数跌0.13%,纳斯达克综合指数跌0.07%。大型科技股涨跌互现,特斯拉涨超2%,甲骨文涨超 1%,微软、英伟达跌超1%。 2、衡量美元对六种主要货币的美元指数当天下跌0.68%,在汇市尾市收于96.639。欧元兑美元上涨至1.1871,达到自2021年9月以来的最高水平。 3、晨星股票分析师在周二发布的一份报告中写道:"晶圆代工厂和存储器制造商正面临半导体行业强烈的周期性波动。"该机构表示,一个典型的半导体周 期大约持续四年,而AI需 ...
【早报】中美元首即将通话?外交部回应;扩大服务消费,商务部等九部门发文
财联社· 2025-09-16 23:10
Industry News - The Ministry of Commerce and nine other departments released policies to expand service consumption, including a series of promotional activities and optimizing operational hours for popular cultural and tourist venues [2][3] - The Ministry of Industry and Information Technology issued guidelines for the digital transformation of key industries, providing scenario maps for 14 sectors including steel, petrochemicals, and new energy vehicles [2][3] - The National Medical Products Administration approved the first medical device standard for brain-computer interface technology, set to be implemented on January 1, 2026 [2] - The People's Bank of China stated that the CIPS cross-border payment system has become a crucial support for the internationalization of the Renminbi [2] Company News - Tianpu Co. announced that the acquisition funds of 9.65 billion yuan from Zhonghao Xinying have been received [3][13] - Haowen Automotive announced a significant contract worth approximately 24.77 billion yuan for ADAS perception systems and radar systems [7] - Luxiao Technology plans to launch a family AI service robot, aiming to sell at least 1 million units in the US and European markets by 2026-2028 [8] - Tianqi Lithium stated that its pilot project for producing 50 tons of lithium sulfide has commenced [9] - Hangke Technology announced a share transfer price of 28.61 yuan per share, at a 20% discount to the closing price [10] - Brother Technology expects a year-on-year net profit increase of 207%-253% for the first three quarters of 2025 [13] Investment Opportunities - The humanoid robot industry is anticipated to enter a sales growth phase, with expectations for significant advancements and market readiness by 2026 [15] - Nvidia is requesting suppliers to develop new micro-channel liquid cooling plate (MLCP) technology due to increased power consumption of its new AI platforms, indicating a shift in cooling technology requirements [16]
AI算力一体机龙头 筹划重要收购!今起停牌
Zhong Guo Zheng Quan Bao· 2025-09-16 22:22
Company News - Hengwei Technology announced plans to acquire 75% of Shanghai Shuheng Information Technology Co., Ltd., with trading suspended from September 17, 2023, for up to 10 trading days [6] - Hengwei Technology is a leader in the field of network visualization and AI computing integration, providing advanced products and solutions across various sectors, including wireless networks and cloud computing. As of September 16, 2023, the company's stock price was 32.25 yuan per share, with a market capitalization of 10.3 billion yuan [7] - First Opening Co., Ltd. reported significant stock price fluctuations, with a cumulative increase of 100% from September 3 to September 12, 2023. The company is under scrutiny due to abnormal trading conditions [7] - Loushao Technology announced a strategic cooperation agreement with a leading domestic cross-border e-commerce company to promote AI service robots, aiming to sell at least 1 million units in the US and Europe between 2026 and 2028 [8] - Vanke A disclosed that its largest shareholder, Shenzhen Metro Group, will provide a loan of up to 2.064 billion yuan to repay bond principal and interest, with a loan term of no more than three years [8] - Brother Technology expects a net profit of 100 million to 115 million yuan for the first three quarters of 2025, representing a year-on-year increase of 207.32% to 253.42% due to rising prices of certain vitamin products and improved production capacity [8] - Tonghuashun announced a cash dividend plan for the first half of 2025, distributing 1 yuan per 10 shares, totaling 53.76 million yuan [8] - An彩高科 plans to acquire 100% of Henan High Purity Minerals for 15.0112 million yuan, enhancing its competitiveness in high-end materials [8] - Guang'an Aizhong intends to acquire 90% of Qitai County Hengtai New Energy Power Generation Co., Ltd. for zero yuan, with plans to invest in a 400MW flexible coal power project [8] - Suzhou Planning intends to acquire 80% of Kunshan Development Zone Architectural Design Institute for 8.3172 million yuan, which will enhance its market share and profitability [8] Industry News - The Ministry of Commerce and nine other departments released measures to expand service consumption, including 19 initiatives aimed at enhancing service supply and meeting diverse consumer needs [4] - The Guizhou Provincial Government will implement a tax refund policy for overseas travelers starting October 1, 2023, to boost shopping and tourism [4] - The Suzhou Artificial Intelligence Industry Association announced an action plan to build a leading AI industry cluster, targeting over 3,000 AI companies and an annual growth rate of over 20% in the smart economy sector by the end of 2026 [5]