9月10日突破年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 002333 | 罗普斯 | 9.94 | 3.79 | 5.42 | 5.86 | 8.13 | | | 金 | | | | | | | 002630 | ST华西 | 4.88 | 6.77 | 3.30 | 3.44 | 4.11 | | 300292 | 吴通控 股 | 5.35 | 8.22 | 4.94 | 5.12 | 3.67 | | 300679 | 电连技 术 | 6.60 | 5.24 | 49.50 | 50.58 | 2.18 | | | 中国汽 | | | | | | | 601965 | 研 | 2.44 | 1.48 | 18.07 | 18.45 | 2.12 | | 300527 | ST应急 | 3.29 | 3.20 | 8.62 | 8.79 | 1.98 | | 6001 ...

Group 1: Economic Transition - The Chinese economy is shifting from a resource-driven growth model to an innovation-driven one, reflecting a structural change in the economy [1] - The integration of new and traditional economies is forming a more robust growth structure [1] Group 2: AI Industry Performance - The AI sector has become a strong market driver, with significant performance growth rooted in actual earnings rather than mere expectations [2] - The computer, electronics, and communication industries reported substantial net profit increases, with respective growth rates of 40.54%, 27.57%, and 7.81% [2] - AI chip leader Cambricon Technologies saw a revenue surge of 4347.82% year-on-year, reaching 2.881 billion yuan, and turned a profit of 1.038 billion yuan after a loss in the previous year [2] Group 3: Traditional Industry Recovery - The "anti-involution" policy has revitalized traditional industries, leading to profit recovery across various sectors [4] - The steel and agriculture sectors reported net profits of 13.137 billion yuan and 27.411 billion yuan, with year-on-year growth rates of 157.17% and 166.72% respectively [4] - Shandong Steel achieved a revenue of 36.806 billion yuan, a year-on-year increase of 118.60%, and turned a profit of 12.5258 million yuan [4] Group 4: Market Signals and Future Outlook - Companies are providing positive signals for future performance, with medical device company Mindray Medical projecting revenue growth in Q3 2025 [7] - Mindray anticipates overall revenue growth and improved performance in both domestic and international markets [7] - Lixun Precision is expected to report a net profit of 10.89 billion to 11.344 billion yuan for the first three quarters of 2025, reflecting a year-on-year increase of 20% to 25% [8]

Market Overview - The cement sector experienced a decline of 0.25% on August 28, with Sifang New Materials leading the drop [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Individual Stock Performance - Notable gainers in the cement sector included: - Ningxia Building Materials: closed at 14.17, up 1.87% with a trading volume of 174,800 shares and a turnover of 245 million yuan [1] - Sichuan Jinding: closed at 10.24, up 0.89% with a trading volume of 300,100 shares and a turnover of 300 million yuan [1] - Huaxin Cement: closed at 15.80, up 0.45% with a trading volume of 205,900 shares and a turnover of 323 million yuan [1] - Conversely, Sifang New Materials led the decline, closing at 13.60, down 2.30% with a trading volume of 64,800 shares and a turnover of approximately 87.58 million yuan [2] Capital Flow Analysis - The cement sector saw a net outflow of 570 million yuan from institutional investors, while retail investors contributed a net inflow of 597 million yuan [2] - The capital flow for individual stocks showed mixed results, with some stocks experiencing significant outflows from institutional investors [3] - For instance, Ningxia Building Materials had a net inflow of 9.04 million yuan from institutional investors, while Sifang New Materials saw a net outflow of 2.30% [3]

Market Overview - On August 27, the cement sector declined by 2.25%, with Guotong Co. leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Guotong Co. (002205) closed at 13.87, down 5.58% with a trading volume of 136,200 shares and a turnover of 195 million yuan [1] - Sichuan Jinding (600678) closed at 10.15, down 4.87% with a trading volume of 374,500 shares [1] - Ningxia Building Materials (600449) closed at 13.91, down 4.20% with a trading volume of 170,100 shares [1] - Xizang Dalu (600326) closed at 14.57, down 4.02% with a trading volume of 1,606,400 shares [1] - Other notable declines include Sanhe Yingshao (003037) down 3.98% and Xibu Construction (002302) down 3.48% [1] Capital Flow Analysis - The cement sector experienced a net outflow of 613 million yuan from institutional investors, while retail investors saw a net inflow of 706 million yuan [1] - The table of capital flow indicates that Guotong Co. had a net outflow of 8,079 yuan from institutional investors, while retail investors contributed a net inflow of 496,200 yuan [2] - Other companies like Fujian Cement and Longquan Co. also showed significant net outflows from institutional investors, indicating a trend of capital withdrawal from the sector [2]

股票代码：600449 股票简称：宁夏建材 公告编号：2025－018 宁夏建材集团股份有限公司 第八届董事会第三十二次会议决议公告 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。 宁夏建材集团股份有限公司第八届董事会第三十二次会议通知和材料于 2025 年 8 月 15 日以通讯方式送达。公司于 2025 年 8 月 26 日上午 9:00 以现场与视频相结合的方式召开第 八届董事会第三十二次会议，会议应参加董事 7 人，实际参加董事 7 人，公司高级管理人员 列席了会议，符合《公司法》及《公司章程》的规定。会议由董事长王玉林主持，经与会董 事审议，通过以下决议： 该议案在提交董事会审议前已经公司第八届董事会战略与 ESG 委员会第十六次会议审议 通过。 四、审议并通过《关于宁夏建材集团股份有限公司 2025 年度投资计划中期调整的议案》 （有效表决票数 7 票，7 票赞成，0 票反对，0 票弃权）。 该议案在提交董事会审议前已经公司第八届董事会战略与 ESG 委员会第十六次会议审议 通过。 五、审议并通过《关于聘任宁夏建材 ...

（记者 胡玲） 截至发稿，宁夏建材市值为69亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 每经AI快讯，宁夏建材（SH 600449，收盘价：14.52元）8月26日晚间发布公告称，公司第八届第三十 二次董事会会议于2025年8月26日以现场与视频相结合的方式召开。会议审议了《宁夏建材集团股份有 限公司2025年半年度报告》等文件。 2025年1至6月份，宁夏建材的营业收入构成为：物流行业占比49.67%，建材行业占比49.28%，其他业 务占比0.61%，数据中心业务占比0.44%。 ...

Core Points - Ningxia Building Materials Group Co., Ltd. held its 32nd meeting of the 8th Board of Directors on August 26, 2025, with all 7 directors present and chaired by Chairman Wang Yulin [1] Group 1 - The meeting approved the 2025 semi-annual report and authorized the decision-making and execution report related to the board's authorization matters [2] - The company agreed to invest 47.99 million yuan in a 110KV substation project in Yinchuan, Ningxia, which includes the installation of two 63MVA transformers and supporting facilities [2] - The board approved adjustments to the 2025 annual investment plan, which had previously been reviewed by the Strategic and ESG Committee [2] Group 2 - The company appointed Zhu Lina as the head of the audit department, with the position of deputy director (in charge of work) [2] - The revised management measures for external donations were approved [2] - A continuous risk assessment report for financial operations at China National Building Material Group Finance Co., Ltd. was approved [2]

格隆汇8月26日丨宁夏建材(600449.SH)发布2025年半年度报告，报告期实现营业收入25.55亿元，同比下 降40.56%；归属上市公司股东的净利润1.06亿元，同比增长101.24%；扣除非经常性损益后的归属于上 市公司股东的净利润7645.09万元，同比增长168.35%；基本每股收益0.22元。 ...

报告期内，因数字物流业务客户的购销量下降，数字物流业务收入及成本下降，使得公司营业收入及营 业成本同比减少，因原煤采购成本和期间费用同比下降，长账龄应收账款清收效果显现致使公司营业利 润、利润总额及归属于母公司股东的净利润指标同比大幅上升。 8月26日，宁夏建材发布2025年半年度报告。 报告期内，公司实现利润总额1.36亿元，同比增长132.30%；归母净利润1.06亿元，同比增长101.24%， 加权平均净资产收益率1.45%，同比上升0.71个百分点，基本每股收益0.22元，同比增长100.00%。 报告显示，2025年上半年，公司实现营业收入255,546.41万元，同比减少40.56%，营业成本228,200.31 万元，同比减少44.17%。 ...

Group 1 - The core viewpoint of the article highlights that Ningxia Building Materials reported a significant decline in operating revenue for the first half of 2025, amounting to 2.555 billion yuan, which represents a year-on-year decrease of 40.56% [1] - The net profit attributable to shareholders of the listed company reached 106 million yuan, showing a substantial year-on-year increase of 101.24% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 76.4509 million yuan, reflecting a year-on-year growth of 168.35% [1] - The basic earnings per share for the company stood at 0.22 yuan [1]