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发生了什么?这个板块多股“2连板”!
Zheng Quan Ri Bao Wang· 2025-05-14 03:50
| 宁波远洋 | | 10.11 - | 10.01% | 0.92 | | --- | --- | --- | --- | --- | | 601022 融 | | | | | | 2 天 2 人 人 龙头 股吧人气 | | | | | | 中远海发 | | 2.52 | 6.33% | 0.15 | | 601866 闇 | | | | | | 锦江航运 | | 12.54 | 6.18% | 0.73 | | 601083 酮 | | | | | | 估值龙头 股吧人气 | | | | | | ▲ 3372.32 | ম | 1 | 급 | + | | 上证 -0.08% | 买板块 | 发帖 | 功能 | 加自选 | 5月13日,航运港口板块就曾在尾盘时间一度拉升。 消息面上,5月12日,《中美日内瓦经贸会谈联合声明》对外发布,此次美方取消了共计91%的加征关税,中方相应取消 了91%的反制关税;美方暂停实施24%的"对等关税",中方也相应暂停实施24%的反制关税。与此同时,欧美航线迎来集装箱 发运旺季,5月14日,截至记者发稿时间,集运指数欧线期货主力合约涨幅扩大至4.27%,报1721点。航运港口 ...
A股开盘速递 | A股窄幅震荡!AI产业链走强 CPO、算力等方向领涨
智通财经网· 2025-05-14 02:00
5月14日,A股早盘窄幅震荡,截至9:37,沪指跌0.10%,深证成指跌0.12%,创业板指跌0.03%。 盘面上,航运港口概念延续强势,宁波海运、南京港2连板;AI产业链走强,CPO、算力等方向领涨;下跌方面,光伏赛道回调,贵金属、互联网电商、医 药等板块跌幅居前。 航运港口概念延续强势,宁波海运、南京港2连板,宁波远洋、连云港、凤凰航运、国航远洋等跟涨。 点评:消息面上,集运指数欧线期货主力合约早盘涨超10%。中金公司认为,美国供应链库存需求或集中增长,带动货量需求超预期改善,当前运力供给下 运价有上行可能。 | | 航运港口(01801992) | | 4 | | --- | --- | --- | --- | | | 2845.57 +31.39 +1.12% | | | | 股票名称 | 最新价 | 主力净流入 | 涨跌幅 | | 宁波海运 SH 600798 | 3.7 | 3685.4万 | +10.12% + | | 南京港 sz 002040 | 8.45 | -798.6万 | +10.03% + | | 宁波远洋 SH 601022 | 10.11 | -1488.7万 | +10.01 ...
银行板块集体走高 航运概念板块活跃
Mei Ri Shang Bao· 2025-05-13 23:28
商报讯(记者 苗露)昨日早盘,A股三大股指集体高开,但很快走入下跌趋势。午后两市维持窄幅震荡 的走势,个股依旧呈现普跌态势。截至当日下午收盘,上证指数涨0.17%,深证成指跌0.13%,创业板 指跌0.12%。A股市场全日成交13260亿元,较昨日成交额缩量149亿元。 从盘面上看,昨日银行板块集体走高,上海银行(601229)、浦发银行、江苏银行(600919)、成都银 行(601838)股价创历史新高。午后,环氧丙烷板块发力,中化国际(600500)直线涨停,红墙股份 (002809)收获16天10板。尾盘,港口航运板块异动拉升。14时15分开始,南京港(002040)、连云 港、凤凰航运(000520)、宁波远洋(601022)、海通发展(603162)掀起涨停潮。 银行板块集体拉升 昨日早盘,银行板块就走出了不错的高昂涨势,浦发银行、上海银行、江苏银行创历史新高,重庆银行 (601963)、中信银行创年内新高,青农商行(002958)、苏州银行(002966)、成都银行等跟涨。 据同花顺(300033)数据,昨日银行板块整体收涨1.64%,位列当日行业板块排名第三,近一周涨幅达 1.59%,42只成分 ...
中韩自贸区概念涨3.03%,主力资金净流入9股
Zheng Quan Shi Bao Wang· 2025-05-13 09:17
今日涨跌幅居前的概念板块 截至5月13日收盘,中韩自贸区概念上涨3.03%,位居概念板块涨幅第1,板块内,10股上涨,连云港、 青岛金王等涨停,华光源海、新华锦、日照港等涨幅居前,分别上涨17.74%、4.93%、3.90%。跌幅居 前的有*ST锦港、青岛双星、春雪食品等,分别下跌4.55%、1.64%、0.53%。 | 概念 | 今日涨跌幅(%) | 概念 | 今日涨跌幅(%) | | --- | --- | --- | --- | | 中韩自贸区 | 3.03 | 中船系 | -3.40 | | 航运概念 | 2.51 | 国产航母 | -2.37 | | 硅能源 | 2.30 | 军工信息化 | -2.16 | | 环氧丙烷 | 1.95 | 太赫兹 | -2.14 | | 阿尔茨海默概念 | 1.74 | 军民融合 | -1.99 | | HJT电池 | 1.61 | 航空发动机 | -1.85 | | 钙钛矿电池 | 1.58 | 商业航天 | -1.76 | | TOPCON电池 | 1.50 | 卫星导航 | -1.75 | | BC电池 | 1.27 | 大飞机 | -1.74 | | 基因测 ...
5月13日主题复盘 | 航运、外贸受益概念大涨,光伏反弹
Xuan Gu Bao· 2025-05-13 08:52
一、行情回顾 市场全天高开回落,三大指数涨跌不一。航运港口板块尾盘大涨,宁波远洋、连云港等多股涨停。磁悬浮压缩机概念继续活跃,鑫磊股份、百达精工涨停。 光伏概念股反弹,宝馨科技、欧晶科技等涨停。银行股再度走强,浦发银行、上海银行等创历史新高。下跌方面,军工板块走低,华伍股份跌超10%。个股 跌多涨少,沪深京三市超3200股飘绿,今日成交1.33万亿。 二、当日热点 1.航运 航运板块今日大涨,皖通科技2连板,宁波海运、南京港、连云港等多股涨停。 今日集运指数欧线期货主力合约涨超10%。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间令 | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- | | 皖通科技 002331.SZ | 2天2板 | 9.10 | +10.04% | 10:33:30 | 22.88% | 36.02亿 | 全资子公司华东电 承建商,向拉美输 | | 宁波海运 | | | | | | | 公司主营沿海、长 | | 600798.SS | | 3.36 | +10.16% | 09:25 ...
这个板块多股涨停
第一财经· 2025-05-13 07:54
2025.05. 13 本文字数:751,阅读时长大约2分钟 作者 | 一财资讯 5月13日,三大股指收盘涨跌不一,沪指报收3374.87点,涨0.17%;深成指报收10288.08点,跌 0.13%;创业板指报收2062.26点,跌0.12%。 盘面上,港口航运板块走强,银行、光伏、化工板块涨幅居前;军工股全线调整,半导体、算力、机 器人、AI应用题材走弱。 具体来看,港口航运板块领涨,国航远洋涨超23%,宁波海运、宁波远洋、连云港等多股涨停。 银行板块全线飘红,重庆银行涨超4%,上海银行、厦门银行、浦发银行涨超3%。 军工股全线调整,奥普光电跌停,通易航天跌超10%,晨曦航空跌超8%,国科军工、中航成飞、中 无人机等纷纷下挫。 【资金流向】 主力资金全天净流入银行、医药生物、建筑装饰等板块,净流出电子、国防军工、计算机等板块。 具体到个股来看,航天电子、通威股份、青岛金王获净流入5.3亿元、5.22亿元、4.48亿元。 净流出方面,中航成飞、立讯精密、东方财富遭抛售18.19亿元、8.38亿元、7.38亿元。 【机构观点】 微信编辑 | 生产队的驴(下工版) 推荐阅读 "降低30%至80%",特朗普突然宣 ...
5月13日连板股分析:连板股晋级率75% 光伏概念股集体走强
news flash· 2025-05-13 07:53
今日共48股涨停,连板股总数11只,其中三连板及以上个股6只,上一交易日共8只连板股,连板股晋级率75%(不含ST股、退市股)。个股方面,全市场超 3200只个股下跌。虽然昨日8只连板股中有6只晋级,但高度板(昨5连板)春光科技高开低走收跌近5%,并且今日晋级5连板的3只个股中,天箭科技、利君 股份盘中均多次炸板,表明短线资金对高位连板股的分歧较大。板块方面,昨日领涨的军工、机器人板块明显退潮,军工中军中航成飞跌超7%,机器人概 念人气股双飞集团、兆威机电跌近6%;光伏板块早盘异动走强,通威股份一度涨停,东方日升、大全能源涨超10%;航运股尾盘拉升,宁波海运、连云 港、宁波远洋等个股涨停,消息面上,集运欧线期货主力合约今早一度大涨超10%。 | 连板数 | 晋级率 | | 2025-5-13 | | --- | --- | --- | --- | | 4 #5 | 3/3=100% | 成飞集成(军工) | | | | | 天箭科技 (军工) | | | 2进3 | 3/3=100% | 红墙股份(化工) | | | | | 苏州龙杰 (军工+纺织) | | | 1讲2 | 5/43=11% | 恒而达 (并 ...
A股开盘速递 | A股红盘震荡!港口航运板块走高 军工板块大幅回调
智通财经网· 2025-05-13 01:46
5月13日,A股早盘红盘震荡,市场逾4100股飘红。截至9:34,沪指涨0.13%,深证成指涨0.27%,创业板指涨0.33%。 消息面上,中美经贸高层会谈达成共识,全球贸易紧张关系缓解,美股大幅收涨,纳指暴涨逾4%,中概股指数涨5.4%跑赢大盘,离岸人民币一度涨逾400个 基点。券商首席普遍认为,中美联合声明向市场释放积极信号,短期内有望提振投资者风险偏好,利好中国权益资产。短期内,前期受压制的出口链条有望 获得直接利好;而科技板块受益于AI等主线,有望在中长期相对占优。 盘面上,港口航运板块走高,宁波海运涨停;苹果概念股集体走强,汇纳科技涨超10%,朝阳科技2连板。下跌方面,军工板块回调,贵金属、大金融、电 力等板块跌幅居前。 展望后市,华金证券指出,降低关税大超预期,经济基本面预期和市场情绪都可能大幅改善。短期A股延续震荡偏强走势,可能突破上行。 热门板块 1、港口航运板块走高 港口航运板块走高,宁波海运涨停,国航远洋、宁波远洋、中远海控、连云港纷纷冲高。 点评:华福证券指出,关税对果链公司的影响被高估,苹果对供应商的要求极为严格,国内果链公司具备不可替代性,苹果调整供应链布局,持续关注果链 的超跌机会 ...
连云港全社会研发投入占比连续六年苏北第一
Xin Hua Ri Bao· 2025-05-10 23:30
Group 1 - Heng Rui Medicine is transitioning from follower innovation to source innovation, with significant achievements in new drug approvals, including the world's first ultra-long-acting PCSK9 monoclonal antibody [1] - In 2022, Lianyungang approved 2,277 technology-based small and medium-sized enterprises, a historical high, and 17 companies were recognized as provincial gazelle enterprises, a year-on-year increase of 240% [1] - Lianyungang's R&D investment ratio has ranked first in Northern Jiangsu for six consecutive years, indicating a strong focus on innovation [1] Group 2 - Lianyungang is actively promoting technology innovation as a core competitive advantage, with initiatives such as the sixth Technology Service Expert Activity to support enterprises [2] - Since 2020, nearly 100 expert groups have visited over 420 companies to provide guidance on R&D management and innovation policies [2] - Companies like Jiangsu Pacific Quartz are seeking breakthroughs in domestic substitution of semiconductor quartz materials with expert assistance [2] Group 3 - Lianyungang provides comprehensive funding support for technology enterprises through platforms like innovation competitions and venture capital funds, with over 400 million yuan disbursed to more than 100 companies [3] - The city has successfully organized multiple financial events, resulting in nearly 100 technology enterprises receiving credit totaling 12.2 billion yuan [3] - Traditional industries in Lianyungang are also advancing, exemplified by Binxin Steel Group winning a national science and technology progress award for its green steelmaking technology [3] Group 4 - Lianyungang focuses on building large-scale technology innovation platforms and has undertaken national strategic tasks, particularly in green and intelligent ship equipment [4] - The city has introduced significant contracts exceeding 200 million yuan with companies like China Shipbuilding Energy and Deep Blue Exploration [4] - Over 150 provincial-level R&D platforms have been established in Lianyungang, aimed at attracting talent and resources for innovation [4] Group 5 - The local government is committed to deepening technology system reforms and nurturing unicorn and gazelle enterprises to drive high-quality economic development [5]
连云港法院明确“烂尾楼”按揭贷款责任:购房者无需为开发商违约买单
Yang Zi Wan Bao Wang· 2025-05-09 15:11
Core Viewpoint - The recent court ruling in Lianyungang clarifies that homebuyers are not responsible for repaying mortgage loans if the developer fails to deliver the property, placing the repayment responsibility on the developer instead [1][3]. Case Background - In November 2020, two buyers signed a property purchase contract with a developer, using a mortgage loan. The bank transferred the loan directly to the developer's account. Due to the developer's breach of contract, the buyers successfully sued to terminate the purchase contract. The developer promised to continue repaying the remaining loan but failed to do so, leading the buyers to pay nearly 40,000 yuan out of pocket and file another lawsuit [2]. Court Ruling - The court ruled that after the termination of the purchase contract, the purpose of the loan contract could not be fulfilled, thus nullifying the mortgage agreement. The court deemed the bank's clause requiring buyers to continue repaying the loan as unfair and invalid, as the buyers had neither received the property nor occupied the loan. The developer was ordered to refund the buyers for the amount they had paid and to repay the remaining loan principal and interest directly to the bank [3]. Significance - This case establishes that in disputes involving unfinished properties, the developer holds the ultimate repayment responsibility for loans, breaking the cycle where buyers lose both their property and are still liable for the mortgage. It provides a judicial interpretation that when a purchase contract and a mortgage contract form a "dual guarantee" relationship, buyers are not required to continue payments for an unfulfilled transaction, thereby protecting their legal rights. This ruling serves as a precedent for similar cases nationwide, outlining a "three-party responsibility division" [4].