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A股公司又现“炒股热”:多家上市公司拟花超10亿炒股
Ge Long Hui A P P· 2025-08-11 09:13
格隆汇8月11日丨据一财,随着上证指数从4月份3000点左右的低点一路攀升至3600点以上,多次突破关 键阻力位,上市公司炒股热度明显升温。据不完全统计,今年以来,57家上市公司公告拟使用自有闲置 资金进行证券投资。根据公告披露的金额,利欧股份、方大炭素、七匹狼、塔牌集团、联发股份、仙坛 股份、浙江永强拟用于证券投资的金额超10亿元。其中利欧股份最高,达到30亿元,方大炭素和七匹狼 超20亿元。 热衷"炒股"的公司大多是电力设备、建筑装饰、钢铁等传统制造业,大部分公司均盈利,上述57家上市 公司2024年实现盈利的有52家。而这些公司中2024年出现亏损的5家企业分别是步长制药、海翔药业、 利欧股份、中科金财、百邦科技。其中步长制药、海翔药业2024年分别巨亏5.5亿、3.3亿的情况下,仍 公告拟花3000万、7000万用于证券投资。 ...
A股公司又现“炒股热”:有人巨赚,有人巨亏
第一财经· 2025-08-11 09:09
2025.08. 11 本文字数:2398,阅读时长大约4分钟 作者 | 第一财经 王媛丽 近日,上市公司在证券投资领域动作频频。利欧股份(002131.SZ)日前发布公告称,公司及下属子公司拟使用最高额度不超过30亿元的自 有资金进行证券投资,投资方式涵盖新股配售或者申购、股票及存托凭证投资、债券投资、委托理财等。 无独有偶,和顺石油(603353.SH)同日公告拟使用不超过2亿的闲置自有资金进行证券投资。7月,溢多利(300381.SZ)和德联集团 (002666.SZ)也公告拟使用不超过3000万、6000万的闲置自有资金进行证券投资。 今年二级市场行情火热,上证指数年内涨幅达8.45%,巨大的赚钱效应吸引了上市公司纷纷将闲置自有资金投入证券市场,年初至今有近60 家上市企业公告将使用自有闲置资金进行证券投资。 多家上市公司拟花超10亿炒股 随着上证指数从4月份3000点左右的低点一路攀升至3600点以上,多次突破关键阻力位,上市公司炒股热度明显升温。据不完全统计,今年 以来,57家上市公司公告拟使用自有闲置资金进行证券投资。 根据公告披露的金额,利欧股份、方大炭素(600516.SH)、七匹狼(002 ...
A股公司又现“炒股热”:二级市场比主业更赚钱?
Di Yi Cai Jing· 2025-08-11 08:36
今年A股市场行情火热,赚钱效应吸引了上市公司纷纷投身证券市场,年初至今近60家上市企业公告将 使用自有闲置资金进行证券投资。 近日,上市公司在证券投资领域动作频频。利欧股份(002131.SZ)日前发布公告称,公司及下属子公 司拟使用最高额度不超过30亿元的自有资金进行证券投资,投资方式涵盖新股配售或者申购、股票及存 托凭证投资、债券投资、委托理财等。 无独有偶,和顺石油(603353.SH)同日公告拟使用不超过2亿的闲置自有资金进行证券投资。7月,溢 多利(300381.SZ)和德联集团(002666.SZ)也公告拟使用不超过3000万、6000万的闲置自有资金进行 证券投资。 有人巨赚,有人巨亏 回顾上市公司炒股的历史,其中不乏巨亏和巨赚的典型案例,利欧股份便是凭借对理想汽车的投资一战 成名。 2016年在理想汽车A轮融资中,利欧股份斥资3.5亿元拿下其11.745%的股权,后又在2017年追加投资1 亿元 。随着理想汽车在2020年登陆纳斯达克市场,利欧股份持股账面浮盈一度超过百亿,这也让利欧 股份2020年实现归母净利润47.72亿,年度盈利达到上市以来的巅峰,同比增幅超过1400%。 今年二级市场行 ...
金属、新材料行业周报:反内卷逐步推进,金属价格共振上行-20250810
行 业 研 究 / 行 业 点 评 行 业 及 产 业 有色金属 2025 年 08 月 10 日 反内卷逐步推进,金属价格共振 上行 看好 —— 金属&新材料行业周报20250804-20250808 相关研究 证 券 研 究 报 告 证券分析师 郭中伟 A0230524120004 guozw@swsresearch.com 马焰明 A0230523090003 maym@swsresearch.com 陈松涛 A0230523090002 chenst@swsresearch.com 研究支持 郭中耀 A0230124070003 guozy@swsresearch.com 联系人 郭中耀 (8621)23297818× guozy@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 本期投资提示: 请务必仔细阅读正文之后的各项信息披露与声明 - ⚫ 一周行情回顾:据 ifind,环比上周 1)上证指数上涨 2.11%,深证成指上涨 1.25%,沪深 300 上 涨 1.23%,有色金属(申万)指数上涨 5.78%,跑赢沪深 300 指数 4.55 个百分点。2)分子板块 看 ...
【盘中播报】40只个股突破年线
Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the annual line, with an increase of 0.70% [1] - The total trading volume of A-shares reached 1,290.701 billion yuan [1] Stocks Breaking Annual Line - A total of 40 A-shares have surpassed the annual line today, with notable stocks including: - Datang Telecom (4.33% deviation) - Xinquan Co., Ltd. (3.26% deviation) - Galaxy Electronics (3.20% deviation) [1] - Stocks with smaller deviations that just crossed the annual line include: - Huatech (0.00% deviation) - Huaxing Yuanchuang (0.00% deviation) - Guizhou Gas (0.00% deviation) [1] Top Performers - Datang Telecom: Increased by 5.18% with a turnover rate of 4.64% [1] - Xinquan Co., Ltd.: Increased by 10.00% with a turnover rate of 2.69% [1] - Galaxy Electronics: Increased by 7.30% with a turnover rate of 20.12% [1] Additional Notable Stocks - Other stocks with significant performance include: - Huafu Fashion: 3.71% increase, 2.87% turnover [1] - Xingrui Technology: 5.72% increase, 3.77% turnover [1] - China Shipbuilding: 2.79% increase, 1.75% turnover [1]
倒计时2周 | 西南地区新材料盛会(参会免费),报告议程发布!
DT新材料· 2025-07-31 16:05
Group 1 - The conference aims to promote the high-quality development of the new materials industry in Chongqing, focusing on empowering key industries such as automotive and electronics [1] - The event will take place from August 14-16, 2025, in Chongqing, under the theme "Intelligent New Materials, Driving Chongqing" [1] - The agenda follows a "1+3+N" model, including one main conference, three thematic forums, and multiple special activities such as industry demand matching and product exhibitions [1] Group 2 - The organizing institutions include Chongqing Graphene Research Institute and Ningbo Detaizhong Research Information Technology Co., Ltd., among others [2] - The conference will feature participation from government leaders, academicians, and representatives from leading enterprises and research institutions in the new materials sector [1][2] Group 3 - The schedule includes a registration period on August 14, an opening ceremony and keynote reports on August 15, and thematic reports on August 16 [3][4][9] - Key topics for the reports include the development trends of humanoid robots and the demand for new materials, as well as advancements in graphene materials [4][5][6] Group 4 - The previous conference attracted over 200 representatives from major industry players, focusing on cutting-edge new materials and applications in new energy and next-generation electronic information technology [13] - The conference will also provide opportunities for project signing and talent recruitment, enhancing collaboration within the industry [13]
冶钢原料板块7月29日涨0.68%,鄂尔多斯领涨,主力资金净流出7495.37万元
Market Overview - The steel raw materials sector increased by 0.68% on July 29, with Ordos leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Individual Stock Performance - Ordos (600295) closed at 10.30, up 3.83% with a trading volume of 294,300 shares and a turnover of 301 million yuan [1] - Hebei Steel Resources (000923) closed at 14.50, up 0.97% with a trading volume of 91,000 shares and a turnover of 131 million yuan [1] - Fangda Carbon (600516) closed at 4.94, up 0.82% with a trading volume of 256,500 shares and a turnover of 126 million yuan [1] - Guangdong Mingzhu (600382) closed at 5.50, up 0.73% with a trading volume of 75,400 shares and a turnover of 41.07 million yuan [1] - Hainan Mining (696109) closed at 8.21, up 0.24% with a trading volume of 365,500 shares and a turnover of 301 million yuan [1] - Jinling Mining (000655) closed at 8.43, unchanged with a trading volume of 152,000 shares and a turnover of 128 million yuan [1] - Baodi Mining (601121) closed at 6.51, down 0.15% with a trading volume of 94,100 shares and a turnover of 61.03 million yuan [1] - Steel Titanium Co. (000629) closed at 2.80, down 0.36% with a trading volume of 1,062,400 shares and a turnover of 2.95 million yuan [1] - Dazhong Mining (001203) closed at 12.16, down 1.06% with a trading volume of 176,100 shares and a turnover of 214 million yuan [1] Fund Flow Analysis - The steel raw materials sector experienced a net outflow of 74.95 million yuan from main funds, while retail investors saw a net inflow of 74.04 million yuan [1] - Ordos had a main fund net inflow of 6.24 million yuan, while retail investors contributed a net inflow of 32.98 million yuan [2] - Guangdong Mingzhu saw a main fund net inflow of 4.36 million yuan, but retail investors had a net outflow of 4.89 million yuan [2] - Hainan Mining had a main fund net inflow of 4.00 million yuan, with retail investors contributing a net inflow of 0.87 million yuan [2] - Fangda Carbon experienced a main fund net inflow of 3.34 million yuan, while retail investors had a slight net outflow [2] - Jinling Mining faced a main fund net outflow of 3.11 million yuan, but retail investors had a net inflow of 9.88 million yuan [2] - Baodi Mining had a significant main fund net outflow of 7.05 million yuan, with retail investors contributing a net inflow of 1.58 million yuan [2] - Hebei Steel Resources saw a main fund net outflow of 16.70 million yuan, while retail investors had a small net inflow [2] - Dazhong Mining experienced a main fund net outflow of 27.02 million yuan, but retail investors had a substantial net inflow of 28.58 million yuan [2] - Steel Titanium Co. faced a main fund net outflow of 39.02 million yuan, while retail investors had a net inflow of 22.44 million yuan [2]
锻造高端人才引擎 驱动炭素创新发展 ——方大炭素板块2025年硕博人才入职培训在蓉启动
Group 1 - The core initiative of Fangda Group is to strengthen its high-level talent team to support the high-quality development of the new materials industry, with a focus on the carbon sector [1][2] - The training program, themed "Forge Ambition and Seek the Future," lasts for one month and includes military training, corporate culture dissemination, and technical discussions [2][3] - Fangda Carbon's subsidiary Chengdu Carbon Material is recognized as a "little giant" enterprise and a high-tech enterprise, emphasizing its strong R&D capabilities and industry transformation experience [2] Group 2 - The Chairman of Fangda Carbon highlighted the importance of integrating personal ideals with national new materials industry development, urging new talents to embrace the company's cultural ethos of "Party building as the soul" [2][3] - The training aims to cultivate a practical spirit among new employees, encouraging them to transform theoretical knowledge into solutions for critical industry challenges [3] - The program is designed not only as an onboarding education but also as a resilience training camp to foster a strong commitment to high-quality development within the carbon sector [3]
董秘说|方大炭素董秘庄晓茹:炭素行业培育新质生产力需聚焦五个突破口
Xin Lang Cai Jing· 2025-07-24 07:31
Core Viewpoint - The interview with the Secretary of the Board of Directors of Fangda Carbon emphasizes the company's commitment to technological innovation, green low-carbon practices, and intelligent transformation to drive the carbon industry towards high efficiency, high added value, and sustainability [4][8]. Company Overview - Fangda Carbon has been a leader in the carbon industry for 60 years, with an annual production capacity of 260,000 tons of carbon products and 354,000 tons of raw materials, positioning itself as a top-quality carbon product production and supply base globally [6]. - The company produces a variety of products including graphite electrodes, carbon bricks, isostatic graphite, nuclear graphite materials, graphene materials, and various raw materials [6]. Financial Performance - In the first half of 2025, the company experienced a decline in revenue and net profit due to macroeconomic conditions, reduced downstream market demand, and intensified market competition [6]. - Despite the challenges, the company maintains a competitive advantage through a well-structured industrial layout, resource sharing, centralized R&D, and a complete product system [6]. Strategic Initiatives - The company focuses on "stabilizing traditional business, expanding emerging business, and strengthening collaboration" to ensure a balanced and synergistic development between traditional and new businesses [10]. - Fangda Carbon aims to leverage cash flow from traditional businesses to support the incubation of new businesses while using technological innovation to upgrade traditional industries [10]. Innovation and R&D - Fangda Carbon invests significantly in R&D, with ongoing projects including three national-level major science and technology projects and six provincial-level projects, holding 77 patents [12]. - The company has achieved 40 technological achievements and new products, including advanced graphite electrodes and graphene products, which are being promoted in various markets [13][14]. Environmental Commitment - The company has invested over 200 million yuan in environmental upgrades, earning recognition as a "green factory" and a "waste-free enterprise" [14]. - Fangda Carbon is advancing its digital transformation with a nearly 100 million yuan investment to establish the industry's first "5G + Carbon Intelligent Manufacturing Fully Connected Factory" [14].
【行业深度】一文洞察2025年中国人造石墨行业发展前景及投资趋势研究报告
Sou Hu Cai Jing· 2025-07-22 02:17
Industry Overview - The artificial graphite industry in China is experiencing robust growth driven by the global energy revolution and industrial upgrades, with a market size projected to reach 43.8 billion yuan in 2024, reflecting a year-on-year increase of 6.83% [2] - The demand for lithium battery anode materials is the primary driver of market expansion, with an expected shipment volume of 2.08 million tons of lithium battery anode materials in 2024, of which artificial graphite will account for 87% [2] - There is a steady increase in demand for specialty graphite from high-end manufacturing sectors such as aerospace and semiconductors, leading to a shift towards high value-added product structures [2] Industry Development History - The development of the artificial graphite industry in China has gone through five stages, starting from the late 19th century with the invention of artificial graphite electrodes [6] - The industry saw significant advancements in the 1970s with the successful development of high-power and ultra-high-power graphite electrodes, enhancing conductivity and corrosion resistance [7] - The period from 2010 to the present has been marked by explosive growth in demand for artificial graphite as a negative electrode material for lithium-ion batteries, particularly driven by the rapid development of electric vehicles and energy storage [7] Industry Supply Chain - The upstream of the artificial graphite industry includes raw materials such as needle coke, petroleum coke, coal tar pitch, natural graphite ore, and chemical reagents, as well as production equipment [9] - The midstream involves the manufacturing process of artificial graphite, while the downstream applications span across various sectors including power batteries, consumer batteries, energy storage, steel, chemicals, aerospace, defense, semiconductor manufacturing, lubricants, and medical devices [9] Related Companies - Key listed companies in the artificial graphite sector include Better Energy (835185), Fangda Carbon (600516), Zichan Technology (603659), and Shanshan Co., Ltd. (600884) [2] - Other relevant companies include Baotailong New Materials, Sinopec, PetroChina, and CATL, among others [2]