| 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信证券股份有限公司上海分公司 | 909.41 | | | 买二 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 725.97 | | | 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 | 556.23 | | | 买四 | 国泰海通证券股份有限公司深圳红岭北路证券营业部 | 360.44 | | | 买五 | 东海证券股份有限公司山西分公司 | 308.45 | | | 卖一 | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | | 550.81 | | 卖二 | 国信证券股份有限公司浙江互联网分公司 | | 537.11 | | 卖三 | 中国银河证券股份有限公司北京中关村大街证券营业部 | | 505.41 | | 卖四 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | | 461.62 | | | 营业部 | | | 卖五 国金证券股份有限公司深圳分公司 395.02 凤竹纺织(6 ...

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.86 trillion yuan, an increase of 78.6 billion yuan compared to the previous trading day, with over 4,300 stocks declining across the market [1][9] - The three major A-share indices closed lower, with the Shanghai Composite Index down 0.7%, the Shenzhen Component Index down 1.27%, and the ChiNext Index down 1.41% [1][2] Sector Performance - Real estate, retail, cultural media, and communication equipment sectors experienced significant declines, while sectors such as nuclear power, wind power, and new stocks showed strength [3] - The CPO, cross-strait integration, duty-free shops, e-commerce, computing hardware, and AI application themes all faced pullbacks [3] Notable Stocks - Stocks such as Tianli Composite, Hahai Huaton, and Changpu Co. saw increases of 30%, 15.15%, and 12.01% respectively, indicating strong performance in specific sectors [4] - Conversely, stocks like Deyi Culture and China Wuyi faced declines of 13.38% and 10.09% respectively, highlighting volatility in certain areas [6] Capital Flow - Main capital flows showed net inflows into wind power equipment, aerospace, and energy metals, while sectors like semiconductors, media, and real estate saw net outflows [11] - Specific stocks such as Goldwind Technology, Yongding Co., and Snowman Group received net inflows of 1.106 billion yuan, 888 million yuan, and 732 million yuan respectively [11] Institutional Insights - HuLong Securities indicated that the continuation of positive policies through 2026 is expected to support the market's fundamentals [12] - Everbright Securities noted that the upcoming significant meeting in December could create favorable conditions for a market rebound [12] - Wanlian Securities highlighted that the current PB valuation of the brokerage sector is at a near ten-year low, suggesting potential for valuation recovery [12]

Core Viewpoint - The local stocks in Fujian have experienced a surge, with over 20 stocks hitting the daily limit up, indicating strong market activity and investor interest in the region [3][12]. Group 1: Market Performance - The Fujian sector's trading volume reached 1739.2 billion, with more than 20 stocks hitting the daily limit up [3]. - The CPO (Co-Packaged Optics) sector led the gains, with major players like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication each exceeding 160 billion in trading volume [3]. - Tianfu Communication hit a historical high with a closing increase of 19.19%, bringing its market capitalization to 184.17 billion [3][8]. Group 2: Sector Highlights - The technology sector remains active, particularly in the computing power industry chain, with significant gains in CPO, F5G, optical fiber, and storage chip sectors [5]. - Companies like Dongtian Micro and Zhishang Technology achieved a daily limit up, while Tianfu Communication and Changguang Huaxin saw substantial price increases [5]. - The component sector also showed strong performance, with companies like Taijing Technology and Jingwang Electronics hitting the daily limit up [9]. Group 3: Policy and Development - The Xiamen Municipal Committee has proposed a plan to advance the digital transformation of the city, emphasizing the development of AI and digital infrastructure [12]. - The plan includes enhancing the supply of computing power, algorithms, and data to support the city's digital economy [12]. - There is a focus on regional collaborative development, strengthening transportation networks, and integrating into national markets [14].

凤竹纺织(600493)今日涨停，全天换手率9.06%，成交额2.03亿元，振幅11.63%。龙虎榜数据显示，营 业部席位合计净买入588.28万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.50%上榜，营业部席位合计净买入588.28万元。 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8520.85万元，其中，买入成交额为 4554.56万元，卖出成交额为3966.28万元，合计净买入588.28万元。 10月31日公司发布的三季报数据显示，前三季度公司共实现营业收入6.88亿元，同比下降5.54%，实现 净利润1573.54万元，同比下降74.86%。（数据宝） 凤竹纺织12月8日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 中泰证券股份有限公司常州惠国路证券营业部 | 1612.95 | | | 买二 | 东亚前海证券有限责任公司深圳分公司 | 834.70 | | | 买三 | 华鑫证券有限责任公司上海分公司 | 766.53 | | | 买四 | 国金证券股份有限公司 ...

| ホワ 财富 | 福建板块 | | 2 | | | --- | --- | --- | --- | --- | | | 28555.53 3.46% | | | | | 成份股 | 关联基金 | 必读 股吧 | 资讯 | | | 几天几板 (28) | | 连续３天净流入 (22) | 总市值 (176) × | | | 0 (+) | 最新 | 涨幅↓ | 涨跌。 | | | 红相股份 300427 | 12.67 | 19.98% | 2.11 | 1. | | 2天２板 股吧人气 | | | | | | 光莆股份 300632 | 17.75 | 13.27% | 2.08 | 40 | | 凤竹纺织 600493 | 8.54 | 10.05% | 0.78 | 35 | | 今日首板 | | | | | | 舒华体育 605299 | 14.25 | 10.04% | 1.30 | -17 | | ３天３板 股吧人气 | | | | | | 达华智能 | 7.13 | 10.03% | 0.65 | 2. | | 002512 融 | | | | | | 3天2板 股吧人气 | | | | | | ...

福建凤竹纺织科技股份有限公司 2025 年第二次临时股东大会会议资料 福建凤竹纺织科技股份有限公司 2025 年第二次临时股东大会会议须知 福建凤竹纺织科技股份有限公司 2025 年第二次临时股东大会 为维护福建凤竹纺织科技股份有限公司（以下简称公司）全体股东的 合法权益，确保股东大会的正常秩序和议事效率，保证股东大会顺利进行， 根据《上市公司股东会规则》及相关法律、法规和《公司章程》《公司股东 大会议事规则》等的规定，特制定本须知。 会议资料 一、公司董事会应以维护股东的合法权益、确保股东大会正常秩序和 议事效率为原则，认真履行《公司章程》中规定的职责。 2025 年 12 月 15 日 二、公司设立股东大会秘书处，具体负责股东大会有关程序方面的事 宜，出席会议人员应当听从秘书处工作人员安排，共同维护好会议秩序。 1 福建凤竹纺织科技股份有限公司 2025 年第二次临时股东大会会议资料 三、为保证本次股东大会的严肃性和正常秩序，切实维护与会股东（或 股东代表，下同）的合法权益，除出席会议的股东、公司董事、监事、高 级管理人员、董事候选人、监事候选人、公司聘请的律师、相关工作人员 以及董事会邀请的人员外，公司 ...

Core Viewpoint - The textile and apparel industry in China is experiencing a decline in export value, with significant year-on-year decreases reported for 2025 [1] Industry Summary - In October 2025, the export value of the textile and apparel industry reached 22.12 billion, marking a year-on-year decrease of 13.5% [1] - From January to October 2025, the cumulative export value was 231.42 billion, reflecting a cumulative year-on-year decline of 3.7% [1] - A statistical chart detailing the export value from 2019 to October 2025 is provided, indicating a downward trend in the industry [1] Company Summary - Listed companies mentioned include Fengzhu Textile (600493), Jiangnan High Fiber (600527), Hangmin Co., Ltd. (600987), and others, indicating a broad impact across various firms in the textile sector [1] - The report by Zhiyan Consulting highlights the investment potential and market dynamics of the textile and apparel industry from 2026 to 2032, suggesting a focus on future opportunities despite current challenges [1]

Core Viewpoint - The textile manufacturing sector experienced a slight increase of 0.22% on November 28, with Xinlong Holdings leading the gains. The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1]. Group 1: Stock Performance - Xinlong Holdings (000955) closed at 7.06, with a rise of 4.90% and a trading volume of 534,200 shares, amounting to a transaction value of 370 million yuan [1]. - Yingfeng Co. (605055) saw a closing price of 9.03, up 3.79%, with a trading volume of 64,400 shares and a transaction value of 57.58 million yuan [1]. - Fengzhu Textile (600493) closed at 7.74, increasing by 2.52%, with a trading volume of 90,900 shares and a transaction value of 69.24 million yuan [1]. - Huasheng Co. (600156) closed at 8.98, up 2.51%, with a trading volume of 105,800 shares and a transaction value of 93.89 million yuan [1]. - Huafang Co. (600448) closed at 3.43, increasing by 2.39%, with a trading volume of 231,400 shares and a transaction value of 78.12 million yuan [1]. Group 2: Capital Flow - The textile manufacturing sector saw a net outflow of 138 million yuan from institutional investors, while retail investors contributed a net inflow of 186 million yuan [2]. - The capital flow for individual stocks showed that Huafang Co. (600448) had a net inflow of 12.87 million yuan from institutional investors, while it experienced a net outflow of 3.82 million yuan from speculative funds [3]. - Xinlong Holdings (000955) had a net inflow of 4.32 million yuan from institutional investors, but a significant net outflow of 19.84 million yuan from speculative funds [3].

Group 1 - The core point of the news is that Fengzhu Textile announced its board meeting and discussed the upcoming temporary shareholders' meeting, while also detailing its revenue composition for 2024 [1] - The company reported that its revenue for 2024 will be composed of 98.57% from textile operations and 1.43% from other businesses [1] - As of the latest update, Fengzhu Textile has a market capitalization of 2.1 billion yuan [2] Group 2 - Fengzhu Textile's recent performance has raised concerns, as it faces significant losses exceeding 100 million yuan shortly after its IPO [2] - The company's core product has been impacted severely due to its largest customer reducing purchases by opting for self-supply [2]

第三条 公司重大信息的内部报告要求及时、准确、真实、完整， 以保证公司董事会能迅速做出反映，采取相应措施，并在必要时按照 国家有关法律、行政法规、规章以及上海证券交易所的有关规定等进 行信息披露。 第二章 重大信息内部报告的程序 第四条 公司董事遇其知晓的可能影响公司证券价格或对公司 生产经营活动可能产生重大影响的事宜，应在第一时间向公司董事会 报告，并告知公司董事会秘书。 1 第五条 总经理、副总经理、总工程师、财务负责人等公司高级 管理人员： 1、遇其知晓的可能影响公司证券价格或者对公司生产经营活动 可能产生重大影响的事宜，应在第一时间向公司董事会报告，并告知 公司董事会秘书。 福建凤竹纺织科技股份有限公司 重大信息内部报告制度 第一章 总 则 第一条 为规范福建凤竹纺织科技股份有限公司（以下简称公 司）重大信息的内部报告制度，促进公司依法规范运行，确保公司内 部信息畅通，及时反馈、合理披露公司重大事项，依据《中华人民共 和国公司法》《中华人民共和国证券法》《上海证券交易所股票上市规 则》（以下简称《股票上市规则》）、《福建凤竹纺织科技股份有限公司 章程》（以下简称《公司章程》）及其他相关规定，制定本制度 ...