扬子晚报网5月27日讯（记者 范晓林）今天是周二，昨天汇得科技4连板，尚纬股份3连板，宜宾纸业、棕榈股份6天5板，莱绅通灵、京华激光5天4板，通 达电气4天。板。沪深两市全天成交额1.01万亿，较上个交易日缩量1456亿。盘面上，市场热点较为杂乱，个股涨多跌少，全市场超3700只个股上涨。板 块方面，可控核聚变、智能物流、PEEK材料、IP经济等板块涨幅居前。近期无人配送概念板块受到资金关注，可稍加留意。 A.利好精选 中毅达：如后续公司股票交易进一步出现重大异常 将依规申请停牌核查 中毅达(600610.SH)公告称，公司A股股票自2025年3月10日至5月26日期间，累计涨幅达299.26%，但公司基本面没有发生重大变化，公司2024年度处于亏 损状态，市净率远高于行业平均水平。公司股价严重脱离公司基本面，存在市场情绪过热情形及较高的炒作风险。此外，公司存在商誉减值风险和长期无 法分红的风险。如后续公司股票交易进一步出现重大异常，公司将依规申请停牌核查。 哈焊华通：公司产品可以用于可控核聚变项目 但目前用于该领域的产品收入占比较小 哈焊华通(301137.SZ)公告称，公司股票于2025年5月23日、26 ...

3、第三轮第四批中央生态环境保护督察全面启动。8个中央生态环境保护督察组将分别对山西、内蒙 古、山东、陕西、宁夏5省（区）开展督察，统筹开展黄河流域督察和省域督察，同时对中国华能集团 有限公司、中国大唐集团有限公司、国家电力投资集团有限公司3家中央企业开展督察，进驻时间约1个 月。 4、对于京东百亿补贴对美团外卖业务造成的影响，美团CEO王兴回应称美团"将不惜代价赢得竞 争。"美团表示，当前行业竞争中，有些补贴是非理性的，伴随着低质量和低价格。 5、隆基绿能：李振国辞去总经理及法定代表人职务。中毅达：如后续公司股票交易进一步出现重大异 常，将依规申请停牌核查。4连板汇得科技：全资子公司"年产60万吨聚氨酯新材料项目"已获得项目建 设用地。2连板融发核电：不存在处于筹划阶段的重大事项。哈焊华通：公司产品可以用于可控核聚变 项目 但目前用于该领域的产品收入占比较小。12天8板苏州龙杰：公司TTM市盈率略高于行业中值水 平。 智通财经5月26日晚间新闻精选 1、中办、国办：国有企业要根据功能定位逐步调整优化股权结构；引导企业基于战略导向厘清主责主 业，防止盲目多元化扩张、无序扩张。 2、高盛首席中国股票策略师表示， ...

A 股证券代码：600610 A 股证券简称：中毅达 公告编号：2025-041 B 股证券代码：900906 B 股证券简称：中毅达 B 贵州中毅达股份有限公司 关于股票交易风险提示的公告 经公司自查，公司目前生产经营活动正常。公司 2024 年度处于亏损状态， 实现归属于母公司所有者的净利润为-1,408.39 万元；2025 年第一季度实现归属 于母公司所有者的净利润为 1,376.10 万元，与上年同期-1,039.22 万元相比，实现 公司A股股票自2025年3月10日至5月26日期间，累计涨幅达299.26%， 但公司基本面没有发生重大变化，公司 2024 年度处于亏损状态，公司市净率远 高于行业平均水平。公司股价严重脱离公司基本面，存在市场情绪过热情形及较 高的炒作风险。 本公司提醒投资者应充分了解股票市场风险及本公司披露的相关风险因 素。敬请广大投资者关注公司后续公告，理性投资，注意投资风险。 鉴于公司股票近期交易价格涨幅较大，现对公司股票交易风险提示说明如 下： 一、市场交易风险 公司 A 股股票自 2025 年 3 月 10 日至 5 月 26 日期间，累计涨幅达 299.26%， 股价波 ...

Core Viewpoint - The chemical industry is experiencing a price surge, particularly in the case of dipentaerythritol, which has seen its market price rise significantly over the past year, impacting related companies' stock prices and market dynamics [2][3]. Price Trends - Dipentaerythritol prices have increased from approximately 32,000 yuan/ton a year ago to a current range of 65,000 to 81,500 yuan/ton, with some high-end models exceeding 100,000 yuan/ton [2]. - The price has more than doubled since August 2024, reflecting strong demand and rising raw material costs [2][3]. Supply and Demand Dynamics - The increase in dipentaerythritol prices is attributed to multiple factors, including rising upstream raw material costs, strong downstream demand, and the impact of large manufacturers relocating [2][4]. - The domestic production capacity for dipentaerythritol is limited, with only 3% to 5% of the single dipentaerythritol output being extractable as a byproduct [3]. Industry Capacity and Production - In 2024, the global production capacity for dipentaerythritol is estimated at 478,000 tons, with domestic capacity at approximately 248,000 tons [3]. - Major domestic producers include Hubei Yihua, Chifeng Ruiyang, Jinhui Industrial, and Yuntianhua, with Hubei Yihua holding the largest share at 25% of the domestic market [6]. Stock Market Reactions - Companies like Zhongyida have seen stock price increases of over 300% from March 10 to May 20, 2025, despite warnings of a disconnect between stock prices and fundamental performance [2][6]. - Zhongyida reported a net loss of 14.08 million yuan in 2024 but turned profitable in the first quarter of 2025, indicating volatility in stock performance relative to actual financial health [6][7]. Market Sentiment and Speculation - The current market sentiment is characterized by speculative trading, particularly in micro-cap stocks like Zhongyida, which have attracted attention from retail investors and speculative funds [8]. - Analysts caution that the recent stock price increases are not necessarily reflective of underlying business growth but rather market dynamics and speculation [8].

上交所本周对241起拉抬打压、虚假申报等证券异常交易行为采取了书面警示等监管措施，对 *ST锦港 等 退市风险警示股票、 中毅达等严重异常波动股票进行重点监控，对25起上市公司重大事项等进行专 项核查，向证监会上报涉嫌违法违规案件线索3起。 ...

Group 1: Market Overview - A-share market showed increased structural differentiation on May 22, with high-position thematic stocks retreating and the North China 50 Index dropping over 6% [2] - The Shanghai Composite Index closed down 0.22% at 3380.19 points, while the Shenzhen Component Index fell 0.72% to 10219.62 points, and the ChiNext Index decreased by 0.96% to 2045.57 points [2] Group 2: Bank Sector Performance - Bank stocks rose against the market trend, with several banks like Pudong Development Bank, Jiangsu Bank, and Chengdu Bank reaching historical highs, while others like Qingdao Bank and CITIC Bank increased by over 2% [3] - Major state-owned banks and several others lowered RMB deposit rates on May 20, which is expected to positively impact net interest margins and allow banks to increase government bond allocations to support the real economy [3][4] - The valuation recovery logic driven by bank stock dividends is expected to continue, with limited downward pressure on net interest margins and stable performance anticipated [3] Group 3: High-Position Stock Dynamics - High-position stocks have become a market focus amid fluctuations, with stocks like Nanjing Port experiencing significant volatility, including a 7.21% increase after a drop [4] - Over 80 stocks have doubled in price this year, primarily in sectors like restructuring, price increases, robotics, AI, and new consumption, although many of these are small-cap stocks with poor performance [4][5] Group 4: Valuation Concerns - Some doubling stocks, such as Zhongyida, have been flagged for high valuations despite significant price increases, with a cumulative rise of 252.61% while the company remains in a loss position [5] - The market is expected to continue a volatile trend with low trading volumes, and structural opportunities may arise in sectors like export industry chains, domestic demand expansion, high dividend yields, and mergers and acquisitions [5]

中毅达(600610)今日跌停，全天换手率23.28%，成交额23.67亿元，振幅4.86%。龙虎榜数据显示，营业 部席位合计净卖出9393.87万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.79%上榜，营业部席位合计净卖出9393.87万元。 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2.86亿元，其中，买入成交额为9583.57 万元，卖出成交额为1.90亿元，合计净卖出9393.87万元。 具体来看，今日上榜营业部中，第一大买入营业部为财通证券股份有限公司绍兴袍江袍中北路证券营业 部，买入金额为2028.23万元，第一大卖出营业部为国泰海通证券股份有限公司总部，卖出金额为 7335.79万元。 近半年该股累计上榜龙虎榜26次，上榜次日股价平均涨0.44%，上榜后5日平均涨6.25%。 （文章来源：证券时报网） 资金流向方面，今日该股主力资金净流出2566.15万元，其中，特大单净流出5521.40万元，大单资金净 流入2955.26万元。近5日主力资金净流出5.38亿元。 融资融券数据显示，该股最新（5月21日）两融余额为3.99亿元，其中，融资余额为3.98亿元，融券余额 为 ...

Core Viewpoint - The stock price of Zhongyida (600610.SH) has experienced extreme volatility, surging 312% in just over two months, followed by consecutive trading halts after risk warnings from the company [1][3]. Group 1: Stock Performance - As of May 22, the stock closed at 14.21 yuan, with a peak of 18.3 yuan on May 21, marking a maximum increase of approximately 355% since March 7 [1][3]. - The stock's price fluctuations have been characterized by a "heaven and earth board" phenomenon, indicating significant trading activity and volatility [2][3]. - The company issued multiple risk warnings during this period, yet the stock price continued to rise, reflecting speculative trading behavior among retail investors and institutional traders [1][3]. Group 2: Market Dynamics - The surge in Zhongyida's stock price is linked to the rising demand for DPE (Dicyclopentadiene), a key intermediate in the fine chemical sector, particularly in PCB (Printed Circuit Board) inks and high-end coatings [4]. - Zhongyida's production capacity for isobutylene is 43,000 tons per year, making it the second-largest in China, contributing significantly to its revenue [5]. - The company's financial performance has improved, with a net profit of 13.76 million yuan in Q1 2023, compared to a loss of 10.39 million yuan in the same period last year, driven by rising prices of its products [5]. Group 3: Valuation Concerns - Despite the stock price increase, Zhongyida's price-to-book ratio is significantly higher than the industry average, reaching 172.71 times compared to the chemical manufacturing sector's average of 1.92 times as of May 13 [5]. - The company is projected to incur losses in both 2023 and 2024, with net losses of 128 million yuan and 14.08 million yuan, respectively [5]. - The company's goodwill value exceeds its net asset value, raising concerns about potential goodwill impairment risks if the operational conditions do not improve [5]. Group 4: Trading Activity - The trading activity in Zhongyida's stock can be categorized into three phases, starting with retail investors dominating the initial surge [7][8]. - In the second phase, institutional investors began to enter the market, with significant buying activity from various brokerage firms [9][10]. - By the third phase, new institutional investors emerged, contributing to the stock's volatility, with notable sell-offs following the company's announcement of a trading halt for review [11][12].

Core Viewpoint - The stock price of Zhongyida (600610.SH) has experienced extreme volatility, surging 312% in just over two months, followed by consecutive trading halts after a significant drop, indicating speculative trading behavior among retail investors and institutional players [2][3]. Stock Performance - As of May 22, the stock closed at 14.21 yuan, with a peak of 18.3 yuan on May 21, marking a maximum increase of approximately 355% since March 7 [2][3]. - The stock's cumulative increase from March 10 to May 20 reached 312.9%, with 16 risk alerts issued by the company during this period [3]. Market Dynamics - The surge in Zhongyida's stock price is linked to the rising prices of dipentaerythritol (DPE), a key intermediate in the fine chemical sector, particularly in the PCB ink and high-end coatings markets [4]. - Zhongyida's production capacity for pentaerythritol is 43,000 tons per year, making it the second-largest producer in China, contributing approximately 5.54 billion yuan to the company's revenue in 2024 [4]. Financial Performance - In Q1 of this year, Zhongyida reported a net profit of 13.76 million yuan, a significant turnaround from a loss of 10.39 million yuan in the same period last year [5]. - Despite the stock price surge, the company's price-to-book ratio reached 172.71 times, far exceeding the industry average of 1.92 times, indicating a disconnection from its fundamentals [5]. Shareholder Composition - The top ten shareholders of Zhongyida include several individual investors, with notable figures like Xu Xiaoyue, who has seen substantial gains from holding shares since Q3 2024 [11][12]. - Retail investors dominated the initial trading phase, accounting for 87.97% of the buying activity, with small investors making up 54.42% of that total [7]. Trading Behavior - The trading activity can be categorized into three phases: initial retail-driven speculation, followed by the entry of institutional investors, and finally, new speculative funds entering the market [6][10]. - The stock's trading dynamics have shown a pattern of retail and institutional investors alternating in their buying and selling strategies, particularly evident during the stock's recent volatility [10].

A 股证券代码：600610 A 股证券简称：中毅达 公告编号：2025-040 B 股证券代码：900906 B 股证券简称：中毅达 B 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。 关于股票交易风险提示的公告 本公司提醒投资者应充分了解股票市场风险及本公司披露的相关风险因 素。敬请广大投资者关注公司后续公告，理性投资，注意投资风险。 鉴于公司股票近期交易价格涨幅较大，现对公司股票交易风险提示说明如 下： 一、市场交易风险 公司 A 股股票自 2025 年 3 月 10 日至 5 月 22 日期间，累计涨幅达 252.61%， 股价波动幅度较大，公司市净率远高于行业平均水平。敬请投资者注意二级市场 交易风险，理性投资。 二、生产经营情况 经公司自查，公司目前生产经营活动正常。公司 2024 年度处于亏损状态， 实现归属于母公司所有者的净利润为-1,408.39 万元；2025 年第一季度实现归属 于母公司所有者的净利润为 1,376.10 万元，与上年同期-1,039.22 万元相比，实现 扭亏。具体内容详见公司 2025 ...