Workflow
qscc(600425)
icon
Search documents
青松建化股价下跌4.89% 连续16日获主力资金净买入
Jin Rong Jie· 2025-08-14 18:09
青松建化股价报4.28元,较前一交易日下跌0.22元,跌幅4.89%。开盘价为4.47元,最高触及4.50元,最 低下探至4.27元,成交量为133.12万手,成交金额达5.80亿元。 青松建化主要从事水泥、商品混凝土等建材产品的生产和销售,业务范围涵盖新疆地区。公司产品广泛 应用于基础设施建设等领域。 据公开数据显示,青松建化已连续16个交易日获得主力资金净买入。8月14日主力资金净流出4619.95万 元,但近五日主力资金仍保持净流入状态,累计净流入1539.86万元。 风险提示:股市有风险,投资需谨慎。 ...
青松建化(600425)8月14日主力资金净流出4619.95万元
Sou Hu Cai Jing· 2025-08-14 15:38
资金流向方面,今日主力资金净流出4619.95万元,占比成交额7.96%。其中,超大单净流出3483.22万 元、占成交额6.0%,大单净流出1136.74万元、占成交额1.96%,中单净流出流出1928.43万元、占成交 额3.32%,小单净流入6548.38万元、占成交额11.29%。 青松建化最新一期业绩显示,截至2025一季报,公司营业总收入4.38亿元、同比减少10.93%,归属净利 润5553.10万元,同比减少296.23%,扣非净利润5868.13万元,同比减少240.99%,流动比率1.786、速动 比率1.283、资产负债率29.38%。 天眼查商业履历信息显示,新疆青松建材化工(集团)股份有限公司,成立于2000年,位于自治区直辖县 级行政区划,是一家以从事非金属矿物制品业为主的企业。企业注册资本137879.0086万人民币,实缴 资本12492.75万人民币。公司法定代表人为郑术建。 金融界消息 截至2025年8月14日收盘,青松建化(600425)报收于4.28元,下跌4.89%,换手率9.66%, 成交量133.12万手,成交金额5.80亿元。 来源:金融界 通过天眼查大数据分析 ...
水泥板块8月14日跌1%,青松建化领跌,主力资金净流入5611.64万元
证券之星消息,8月14日水泥板块较上一交易日下跌1.0%,青松建化领跌。当日上证指数报收于 3666.44,下跌0.46%。深证成指报收于11451.43,下跌0.87%。水泥板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600678 | 四川金顶 | 10.56 | 10.00% | 97.44万 | 10.15 Z | | 600326 | 西藏天路 | 16.41 | 2.37% | 356.93万 | 59.25 亿 | | 003037 | 三和营桩 | 9.04 | 1.23% | 26.55万 | 2.41亿 | | 600585 | 海螺水泥 | 24.20 | -0.33% | 1 35.37万 | 8.64亿 | | 000672 | 上峰水泥 | 9.08 | -0.66% | 11.29万 | 1.04亿 | | 000401 | 莫东水泥 | 4.94 | -1.00% | 14.04万 | 6991.04万 | | 002233 | 塔牌集团 ...
新股发行及今日交易提示-20250814
HWABAO SECURITIES· 2025-08-14 07:54
New Stock Listings - Zhigao Machinery listed on August 14, 2025, with an issuance price of 17.41[1] - China Shipbuilding (stock code: 600150) has a buyout request period from August 13 to August 15, 2025[1] - Shinke Co. (stock code: 002633) has a tender offer period from July 29 to August 27, 2025[1] Tender Offers and Mergers - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - China Heavy Industry (stock code: 601989) is involved in a merger announcement[1] Market Volatility - Longhua Technology (stock code: 603280) reported severe abnormal fluctuations[1] - Guochuang Gold Control (stock code: 002670) has been flagged for abnormal trading activity[1] - ST Keli Da (stock code: 600410) is also noted for significant price volatility[1]
109只个股连续5日或5日以上获主力资金净买入
据iFind统计,截至8月13日,沪深两市共有109只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是青松建化,已连续16个交易日获净买入;连续获主力资金净买入天数较 多的还有保利发展、博汇纸业、兴业银行、济川药业、山东药玻、伊利股份、鼎阳科技、普邦股份等 股,分别获11个、11个、10个、10个、10个、10个、9个、9个交易日净买入。 (文章来源:证券时报网) ...
新疆本地股震荡调整 北新路桥等多股触及跌停
Mei Ri Jing Ji Xin Wen· 2025-08-14 02:28
每经AI快讯,8月14日,新疆本地股大面积调整,北新路桥、八一钢铁、洪通燃气触及跌停,新疆交 建、友好集团、东方环宇、青松建化等跟跌。 (文章来源:每日经济新闻) ...
东兴证券晨报-20250813
Dongxing Securities· 2025-08-13 09:55
Core Insights - The report highlights a significant shift in China's consumption structure from goods to services, with per capita service consumption expected to reach 46.1% of total consumption by 2024, contributing 63% to the growth of consumer spending [2] - The establishment of the Xinjiang-Tibet Railway Company marks the beginning of a major infrastructure project that is expected to enhance regional economic collaboration and reduce logistics costs, with an estimated investment of around 500 billion yuan [7][8] - The report emphasizes the positive impact of major infrastructure projects on China's economic stability and growth, particularly in the context of external uncertainties [9][10] Economic News - The Ministry of Commerce indicates a rapid transition in China's consumption structure, with service consumption growing at an annual rate of 9.6% from 2020 to 2024 [2] - The Ministry of Finance has introduced a one-year "dual interest subsidy" policy aimed at boosting consumer loans for various sectors, including automotive and healthcare [2] - The People's Bank of China is encouraging increased credit support for the service consumption sector to ensure effective policy implementation [4] Company Insights - Alibaba Health has signed a strategic cooperation agreement with Innovent Biologics to enhance supply chain solutions for cold-chain delivery of specific medications [5] - Didi has recently invested in a driverless commercial vehicle company, indicating a strategic move towards autonomous transportation [5] - Jiangfeng Electronics is planning to integrate its flat panel display target material business with Japan's Aifuka Corporation, showcasing international collaboration [5] Infrastructure Projects - The Xinjiang-Tibet Railway is expected to significantly lower logistics costs and enhance economic cooperation between regions, with a construction period projected to exceed 20 years [8][9] - The report outlines that the construction of the Xinjiang-Tibet Railway will provide a safety net for China's economy against external uncertainties, contributing approximately 0.18% to GDP growth annually [8][9] - Other major infrastructure projects are also set to commence, which will serve as important engines for domestic demand and economic stability [10] Investment Recommendations - The report suggests that leading companies in the construction and materials sector will benefit significantly from the Xinjiang-Tibet Railway project, including major state-owned enterprises [9] - It emphasizes that the implementation of major projects will not only yield long-term benefits but also stabilize the economy amid external challenges [11]
新藏铁路项目启动,关注区域水泥需求弹性
Changjiang Securities· 2025-08-13 09:12
Investment Rating - The industry investment rating is "Positive" and maintained [8] Core Insights - The launch of the Xinjiang-Tibet Railway project is expected to bring a certain elasticity to cement demand in Xinjiang and Tibet [2][4] - The establishment of the Xinjiang-Tibet Railway Company on August 7, 2025, marks the beginning of project construction, which will significantly impact regional cement demand [5] Summary by Sections Event Description - The Xinjiang-Tibet Railway Company has been established, and the subsequent project construction will be closely monitored for its impact on regional cement demand elasticity [4] Event Commentary - The construction of the Xinjiang-Tibet Railway is anticipated to create significant regional cement demand elasticity. The total length of the railway is approximately 1980 km, which could lead to an estimated cement demand increase of about 39.6 million tons over 8 years, averaging 4.95 million tons per year. The estimated annual demand increase for Xinjiang and Tibet is approximately 1.16 million tons and 3.79 million tons, respectively, resulting in demand elasticities of 2.5% and 28.5% for 2024 [5] Market Conditions in Xinjiang - As of 2024, Xinjiang's clinker capacity is 66.96 million tons, with a cement production of 45.59 million tons, indicating a clinker utilization rate of about 43%, which is low compared to national levels. The market has a favorable supply structure, with effective staggered production throughout the year [6] - The regional market has a high concentration, with the top two companies holding nearly 50% market share, and the top three companies, all state-owned or central enterprises, controlling about 60% of the market [6] Market Conditions in Tibet - Tibet's clinker capacity is 12.56 million tons, with a cement production of 13.33 million tons in 2024, resulting in a clinker utilization rate of about 66%, which is relatively high nationally. The market has been experiencing sustained high demand since 2023, with significant ongoing infrastructure projects expected to further boost demand [7] - The leading companies in the region are primarily state-owned, with a high market concentration (CR2 over 60%), providing a strong basis for price stability [7] Key Investment Targets - Key regional cement companies to focus on include Qingsong Jianhua (leading in Xinjiang), Xizang Tianlu (leading in Tibet), and Huaxin Cement (also a leading player in Tibet) [7]
水泥、民爆板块望受益新藏铁路等重点工程,持续看好高端电子布基本面量价齐升
Tianfeng Securities· 2025-08-12 06:13
Investment Rating - Industry Rating: Outperform the market (maintained rating) [4] Core Viewpoints - The cement and explosives sector is expected to benefit from key projects such as the New Tibet Railway, with a continuous positive outlook on the fundamentals of high-end electronic fabrics, which are seeing both volume and price increases [2][15] - Recent data shows that the sales area of commercial housing in 30 major cities was 1.2645 million square meters, down 13.04% year-on-year, indicating a decline in real estate demand [15] - The establishment of the New Tibet Railway Company with a registered capital of 95 billion yuan is anticipated to benefit local cement and explosives companies [15] - Current cement prices in many regions have reached or fallen below cost lines, and with rising coal prices, companies are facing increased profit pressures [2][18] - If industry self-discipline measures are effectively implemented, cement prices are expected to begin a recovery trend [2][18] Summary by Sections Market Review - During the week of August 4 to August 10, 2025, the Shanghai and Shenzhen 300 index rose by 1.2%, while the construction materials sector (CITIC) increased by 2.1%, with ceramics and cement sectors performing particularly well [12][18] - Notable stock performances included Zhenan Technology (+19.8%), ST Sansheng (+16.3%), and Tianshan Shares (+10.9%) [12] Key Sub-industry Tracking - Cement: The national cement market price remained stable, with slight adjustments in specific regions. The average shipment rate for major regions was around 44% [18] - Glass: The photovoltaic glass market showed slight price increases, with the main order prices for 2.0mm coated panels rising by 2.38% [18] - Fiberglass: The market for non-alkali yarns remained weak, with average prices declining by 2.06% compared to the previous week [19] Recommended Stocks - The report recommends focusing on companies such as Qingsong Jianhua, Gaozheng Minbao, Xibu Cement, Huaxin Cement, Honghe Technology, and Zhongcai Technology, indicating a favorable outlook for these stocks in the current market environment [20]
建筑材料行业周报(25/08/04-25/08/10):“反内卷”为盾,“电子布”为矛-20250812
Hua Yuan Zheng Quan· 2025-08-12 05:57
Investment Rating - The investment rating for the construction materials industry is "Positive" (maintained) [4] Core Views - The report highlights the initiation of the Xinjiang-Tibet Railway project, which is expected to benefit leading cement companies in Xinjiang due to their established supply capabilities [5] - The demand for high-end electronic fabrics is anticipated to grow significantly, driven by advancements in AI and hardware performance requirements, with a particular focus on Low-DK and Low-CTE electronic fabrics [5] - The report suggests that 2025 will be a turning point for listed companies, while 2026 will mark an industry turning point, indicating a potential recovery in the sector [5] Section Summaries 1. Sector Tracking - The construction materials index rose by 1.2%, with cement and decoration materials showing positive trends, while glass fiber declined [9] - Notable stock performances included Tianshan Cement (+10.9%) and Guotong Shares (+10.6%), while Han Jian Heshan (-13.3%) and Xizang Tianlu (-10.1%) faced declines [9] 2. Data Tracking 2.1 Cement - The average price of 42.5 cement nationwide is 339.7 RMB/ton, unchanged month-on-month but down 42.5 RMB/ton year-on-year [17] - The cement inventory ratio is 67.4%, showing a slight increase [17] - The cement shipment rate is 43.7%, reflecting a decrease compared to previous periods [17] 2.2 Float Glass - The average price of 5mm float glass is 1327.0 RMB/ton, down 31.4 RMB/ton month-on-month and 219.0 RMB/ton year-on-year [37] - Inventory levels for major producers decreased by 2.9% [37] 2.3 Photovoltaic Glass - The average price for 2.0mm coated photovoltaic glass is 10.9 RMB/sqm, with a slight increase month-on-month [42] - The production capacity for photovoltaic glass remains stable, but year-on-year production has decreased by 16.7% [42] 2.4 Glass Fiber - The average price for alkali-free glass fiber yarn is 4585.0 RMB/ton, unchanged month-on-month but down 45.0 RMB/ton year-on-year [49] 2.5 Carbon Fiber - The average price for large tow carbon fiber is 72.5 RMB/kg, with a year-on-year decrease of 5.0 RMB/kg [52] - The average operating rate for carbon fiber companies is 61.49%, showing an increase compared to previous periods [52] 3. Industry Dynamics - Recent policy changes in Beijing aim to optimize housing purchase conditions, potentially stimulating demand in the construction materials sector [16] - The report notes a decline in the supply of new residential properties in major cities, indicating a tightening market [16]