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国企改革板块11月26日跌0.4%,久之洋领跌,主力资金净流出83.37亿元
Sou Hu Cai Jing· 2025-11-26 09:37
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300516 | 久之洋 | 53.35 | -12.83% | 26.31万 | 14.51亿 | | 000663 | 永安林业 | 66'8 | -10.01% | 65.92万 | 6.11亿 | | 000547 | 航天发展 | 12.69 | -10.00% | 495.59万 | 65.14亿 | | 000798 | 中水海业 | 13.45 | -9.97% | 1 36.17万 | 4.87亿 | | 002246 | 北化股份 | 17.95 | -9.66% | 48.59万 | 8.91亿 | | 600685 | 中船防务 | 29.89 | -9.34% | 83.22万 | 25.03亿 | | 600877 | 电科芯片 | 14.39 | -8.46% | 76.96万 | 11.21亿 | | 601606 | 长城军工 | 52.69 | -8.05% | 87.87万 | 46.88亿 | | 60009 ...
11月26日沪深两市涨停分析
Xin Lang Cai Jing· 2025-11-26 07:24
创业板指低开高走涨超2%,算力硬件股走强、消费股尾盘爆发。实达集团5连板,特发信息、新华都、欢瑞世纪4连板,一图看懂>> 宁波色母 公司研发的高透 POE 胶膜用交联母粒已投放市场,解决了 POE 胶膜中交联剂分散不 均、杂点和变色等问题,制得的POE胶膜产品符合耐老化、耐腐蚀、高体积电阻率和低 水汽诱过率等技术要求 BOLE FREE STARS 阿里 "千问" App公测首周下载量突破1000万 石基信息 3天2板 阿里旗下海宝(中国)软件有限公司持有公司 13% 股份,公司作为行业信息系统解决 方案供应商,与阿里在酒店、餐饮、零售、支付等领域有直连技术合作,还与阿里云有 业务合作 海南自由贸易港 海南自贸港封关于12月18日启动 海南瑞泽 2天2板 海南本地股,主营商品混凝土、新型墙体材料与水泥的生产与销售以及园林绿化业务, 大股东所持部分股份将被司法拍卖 H 24 5 T 天普股份 2天2板 控股股东等与中皇芯英签署的协议转让股份完成过户登记 CE FEMIL 龙騷科技 2天2板 与楚能新能源签署补充协议二,销售数量从原定的15万吨磷酸铁锂正极材料产品增至 130万吨,合同总销售金额超450亿元 分产 ...
上海国企改革板块11月21日跌2.97%,西藏城投领跌,主力资金净流出25.9亿元
Sou Hu Cai Jing· 2025-11-21 09:52
Market Overview - On November 21, the Shanghai State-Owned Enterprise Reform sector fell by 2.97% compared to the previous trading day, with Tibet City Investment leading the decline [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Shanghai Mechanical and Electrical (600835) saw a closing price of 28.29, with an increase of 4.89% and a trading volume of 427,300 shares, amounting to a transaction value of 1.207 billion [1] - Tibet City Investment (600773) experienced a significant drop of 10.02%, closing at 12.93, with a trading volume of 473,100 shares [2] - Hydrogen Alkali Chemical (600618) and Data Port (603881) also faced declines of 9.53% and 7.83%, respectively [2] Capital Flow - The Shanghai State-Owned Enterprise Reform sector saw a net outflow of 2.59 billion yuan from institutional investors, while retail investors had a net inflow of 2.12 billion yuan [2] - The main capital flow data indicates that Shanghai Mechanical and Electrical had a net inflow of 1.20 billion yuan from institutional investors, while retail investors had a net outflow of 43.99 million yuan [3]
上海氯碱化工股份有限公司关于召开2025年第三季度业绩说明会的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600618 900908 证券简称:氯碱化工 氯碱B股 公告编号:2025-024 关于召开2025年第三季度业绩说明会的公告 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。 重要内容提示: 会议召开时间:2025年12月2日(星期二) 15:00-16:00 会议召开地点:上海证券交易所上证路演中心(网址:https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心网络互动 投资者可于2025年11月25日(星期二)至12月1日(星期一)16:00前登录上证路演中心网站首页点击"提问预 征集"栏目或通过公司邮箱chenlihua_lj@shhuayi.com进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 上海氯碱化工股份有限公司(以下简称"公司")已于2025年10月28日发布公司2025年第三季度报告,为 便于广大投资者更全面深入地了解公司2025年第三季度经营成果、财务状况,公司计划于2025年12月2 日(星期二)1 ...
氯碱化工(600618) - 氯碱化工关于召开2025年第三季度业绩说明会的公告
2025-11-20 08:30
证券代码:600618 900908 证券简称:氯碱化工 氯碱 B 股 公告编号:2025-024 上海氯碱化工股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示: 一)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 chenlihua_lj@shhuayi.com 进行提问。公司将在说明 会上对投资者普遍关注的问题进行回答。 上海氯碱化工股份有限公司(以下简称"公司")已于 2025 年 10 月 28 日发布公司 2025 年第三季度报告,为便于广大投资者更全 面深入地了解公司 2025 年第三季度经营成果、财务状况,公司计划 于 2025 年 12 月 2 日(星期二)15:00-16:00 举行 2025 年第三季度业 绩说明会,就投资者关心的问题进行交流。 一、 说明会类型 本次业绩说明会以网络互动形式召开,公司将针对 2025 年第三 会议召开时间:2025 年 12 月 2 日(星期二) 15:00-16:00 ...
科技股深度调整到位了吗?三大信号告诉你
Guo Ji Jin Rong Bao· 2025-11-19 23:03
Market Overview - A-shares experienced a mixed performance with major indices rising while nearly 4200 stocks declined, indicating a market divergence [1][10] - The trading volume decreased significantly to 1.73 trillion yuan from 1.95 trillion yuan in the previous session [2][10] - The market is expected to maintain this volatile divergence for 1 to 2 months, with a potential turning point in mid to late December [1][10] Sector Performance - Defensive sectors such as natural gas, rare resources, lithium mining, and gold saw significant gains, while retail, trade, and media sectors faced substantial declines [4][8] - Among 31 primary industries, only 10 sectors closed in the green, with non-ferrous metals rising by 2.39% [5][8] - The defense industry emerged as a strong performer, with stocks like Jianglong Shipbuilding and Yaguang Technology hitting the daily limit up [6][8] Stock Highlights - Notable gainers included Jianglong Shipbuilding (20.03% increase), Yaguang Technology (19.93% increase), and Dahai Defense (14.16% increase) [6][9] - The non-ferrous metals sector recorded a trading volume of 120.9 billion yuan, with a year-to-date increase of 75.63% [5][7] - Defensive stocks such as banks and energy companies attracted significant investment, reflecting a shift in market sentiment towards lower-risk assets [10][12] Investment Sentiment - The market is characterized by a shift from growth to defensive investment strategies, driven by external risks and policy expectations [1][10] - Institutional investors are increasingly reallocating funds from high-growth technology stocks to more stable, dividend-paying sectors as year-end approaches [11][12] - The upcoming Nvidia earnings report is anticipated to influence the sentiment in the AI sector, with expectations of a neutral impact on A-share technology stocks [13][14]
化学原料板块11月19日涨0.86%,华融化学领涨,主力资金净流出3.21亿元
Core Insights - The chemical raw materials sector experienced a rise of 0.86% on November 19, with Huarong Chemical leading the gains [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - Huarong Chemical (301256) saw a closing price of 13.74, with a significant increase of 20.00% and a trading volume of 547,600 shares, amounting to a transaction value of 710 million yuan [1] - Hengguang Co. (301118) closed at 31.58, up 19.98%, with a trading volume of 104,700 shares [1] - Yinglite (000635) closed at 10.29, increasing by 10.05% with a trading volume of 153,700 shares [1] - Other notable performers include Yaxing Chemical (10.77, +10.01%) and Qiangjian Chemical (14.21, +9.98%) [1] Fund Flow Analysis - The chemical raw materials sector saw a net outflow of 321 million yuan from institutional investors, while retail investors contributed a net inflow of 511 million yuan [2] - Huarong Chemical had a net inflow of 14.7 million yuan from institutional investors, while retail investors experienced a net outflow of 86.88 million yuan [3] - Hydrogen Alkali Chemical (600618) had a net inflow of 13.9 million yuan from institutional investors, with retail investors also seeing a net outflow [3]
北元集团(601568.SH):已构建起“煤—盐—发电—电石—氯碱化工(离子膜烧碱、PVC)—工业废渣综合利用生产水泥”的一体化循环经济产业链
Ge Long Hui· 2025-11-13 11:15
Core Viewpoint - Beiyuan Group (601568.SH) has established an integrated circular economy industrial chain that includes coal, salt, power generation, calcium carbide, chlor-alkali chemicals (ion membrane caustic soda, PVC), and comprehensive utilization of industrial waste to produce cement, which aligns with the policy of "coal and new energy integration development" [1] Group 1 - The company has built a 300MW photovoltaic power generation project, demonstrating a solid foundation for the collaborative utilization of energy resources [1] - The company's strategic direction focuses on energy conservation and emission reduction, optimizing energy structure, and lowering overall energy consumption, which is positively influenced by the current policy environment [1] - The integration of coal and new energy development is expected to significantly promote the company's green transformation and development [1]
氯碱化工涨2.19%,成交额1.30亿元,主力资金净流出153.44万元
Xin Lang Cai Jing· 2025-11-13 02:22
Core Viewpoint - Chlor-alkali Chemical has shown significant stock price appreciation this year, with a year-to-date increase of 35.54% and a recent surge of 15.14% over the past five trading days [1] Group 1: Stock Performance - As of November 13, Chlor-alkali Chemical's stock price reached 13.08 CNY per share, with a market capitalization of 15.126 billion CNY [1] - The company has experienced a trading volume of 1.30 billion CNY, with a turnover rate of 1.36% [1] - The stock has been on the "龙虎榜" (top trading list) twice this year, with the latest instance on November 7, where it recorded a net buy of 45.1663 million CNY [1] Group 2: Financial Performance - For the period from January to September 2025, Chlor-alkali Chemical reported a revenue of 5.687 billion CNY, a decrease of 5.36% year-on-year, while the net profit attributable to shareholders increased by 1.02% to 613 million CNY [2] - The company's main business revenue composition includes caustic soda (36.12%), chlorine products (29.42%), and polyvinyl chloride (24.53%) [1] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Chlor-alkali Chemical was 69,700, a decrease of 6.09% from the previous period [2] - The company has distributed a total of 2.297 billion CNY in dividends since its A-share listing, with 890 million CNY distributed over the last three years [3] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 8.2542 million shares, an increase of 1.728 million shares from the previous period [3]
化学原料板块11月10日涨1.74%,柳化股份领涨,主力资金净流出1.82亿元
Market Overview - The chemical raw materials sector increased by 1.74% on November 10, with Liuhua Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Top Performers - Liuhua Co., Ltd. (600423) closed at 4.35, up 10.13% with a trading volume of 859,300 shares and a transaction value of 367 million [1] - Sanqi Co., Ltd. (603938) closed at 21.63, up 10.02% with a trading volume of 333,900 shares and a transaction value of 705 million [1] - Anada (002136) closed at 15.63, up 9.99% with a trading volume of 493,000 shares and a transaction value of 748 million [1] - Luhsi Chemical (000830) closed at 15.53, up 9.99% with a trading volume of 1,781,600 shares and a transaction value of 1.212 billion [1] Decliners - Zhenhua Co., Ltd. (603067) closed at 31.80, down 4.22% with a trading volume of 1,251,500 shares and a transaction value of 4.092 billion [2] - Aok Co., Ltd. (300082) closed at 9.53, down 2.95% with a trading volume of 435,500 shares [2] - ST Asia Pacific (000691) closed at 10.73, down 2.63% with a trading volume of 125,400 shares and a transaction value of 13.7 million [2] Fund Flow Analysis - The chemical raw materials sector experienced a net outflow of 182 million from institutional funds, while retail investors saw a net inflow of 771 million [2][3] - Major stocks like Luhsi Chemical and Anada had varying net inflows and outflows from different investor categories, indicating mixed investor sentiment [3]