截至9月10日收盘，赛马概念上涨2.40%，位居概念板块涨幅第2，板块内，5股上涨，新华都涨停，*ST 正平、罗牛山、中体产业等涨幅居前，分别上涨4.60%、1.92%、1.45%。跌幅居前的有海南橡胶、中牧 股份等，分别下跌1.11%、0.81%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 短剧游戏 | 2.61 | 硅能源 | -1.73 | | 赛马概念 | 2.40 | 石墨电极 | -1.51 | | 足球概念 | 2.25 | 有机硅概念 | -1.27 | | 云游戏 | 2.10 | PEEK材料 | -1.25 | | AI PC | 1.95 | 钠离子电池 | -1.11 | | 网络游戏 | 1.93 | 草甘膦 | -1.11 | | 冰雪产业 | 1.88 | 芬太尼 | -1.11 | | Sora概念(文生视频) | 1.80 | 两轮车 | -1.07 | | 手机游戏 | 1.76 | 超导概念 | -1.03 | | 6G概念 | 1.73 | 氟化工概念 | -1 ...

9月9日，海南橡胶跌0.18%，成交额1.59亿元。两融数据显示，当日海南橡胶获融资买入额2567.08万 元，融资偿还2605.91万元，融资净买入-38.83万元。截至9月9日，海南橡胶融资融券余额合计7.61亿 元。 分红方面，海南橡胶A股上市后累计派现11.79亿元。近三年，累计派现1.36亿元。 融资方面，海南橡胶当日融资买入2567.08万元。当前融资余额7.57亿元，占流通市值的3.27%，融资余 额超过近一年80%分位水平，处于高位。 机构持仓方面，截止2025年6月30日，海南橡胶十大流通股东中，东方红启恒三年持有混合A （910004）位居第二大流通股东，持股5313.66万股，相比上期减少1649.58万股。南方中证500ETF （510500）位居第三大流通股东，持股2535.91万股，相比上期增加351.68万股。香港中央结算有限公司 位居第四大流通股东，持股2525.94万股，相比上期增加495.82万股。汇添富中证主要消费ETF （159928）位居第七大流通股东，持股1413.79万股，相比上期减少231.82万股。东方红睿玺三年持有混 合A（501049）、东方红产业升级混合 ...

Group 1 - The domestic futures market for natural rubber is experiencing fluctuations, with the main contract opening at 15,960.00 CNY/ton and reaching a high of 16,260.00 CNY, reflecting a 2.20% increase [1] - The current market for natural rubber shows a strong upward trend, with institutions suggesting a slightly strong fundamental outlook despite speculative pressures [1] - The impact of weather conditions in major Asian rubber-producing regions is causing short-term market disturbances, particularly due to Typhoon "Jianyu" affecting Hainan's rubber industry [2] Group 2 - Hainan Rubber (601118) reported damage from Typhoon "Jianyu," with approximately 0.28 million mu of rubber plantation rendered unusable and an estimated reduction of 0.25 million tons in dry rubber output for the year [2] - The overall supply impact from the disaster is considered limited, but weather remains a critical variable until the end of the peak production season [2] - The price of natural rubber is expected to remain strong as it approaches the end of the year, with seasonal trends indicating a tendency for prices to rise [2]

Group 1 - The overseas investment enthusiasm for Chinese stock ETFs has surged, with significant net inflows recorded in August [4][5] - Five major Chinese stock ETFs have reached a combined asset scale of $26.6 billion, marking an increase of approximately $2.3 billion, or nearly 10%, since the end of July [5] - The inflow is particularly strong for technology-related ETFs, indicating a positive outlook from international investors towards Chinese assets [4] Group 2 - The People's Bank of China and the Ministry of Finance have emphasized the importance of coordinated fiscal and monetary policies to support economic recovery [3] - The meeting highlighted the achievements of the joint working group established last year and discussed various topics including government bond issuance and offshore RMB bond mechanisms [3] Group 3 - The data factor market in China is rapidly developing, with over 500 digital technology companies established by central enterprises [8][9] - The market potential is significant, with predictions that the data factor market will exceed 200 billion yuan this year [9] Group 4 - The real estate market is expected to see increased activity during the "Golden September and Silver October" period, with various promotional events and policies aimed at stabilizing the market [10] - This year's events are characterized by longer durations and a wider variety of participating companies, reflecting stronger support for the market [10] Group 5 - The A-share market is experiencing fluctuations, with the Shanghai Composite Index closing at 3813.56 points, down 1.16% [20] - The Hong Kong stock market also showed a downward trend, with major indices declining [21] Group 6 - Companies like SF Holding and Taiji Group have initiated share buybacks, reflecting confidence in their stock performance [24][25] - Iron Flow Co. has signed a framework agreement with a robotics research institute to enhance its capabilities in robot component design and manufacturing [26]

证券代码：601118 证券简称：海南橡胶 公告编号：2025-054 海南天然橡胶产业集团股份有限公司 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。 南部地区带来强风雨天气。此次台风来袭前，海南天然橡胶产业集团股份有限公 司（以下简称"公司"）已启动防台应急预案，全面部署了防汛防风各项工作。 受台风带来的强风暴雨影响，公司在海南省内部分分子公司的橡胶等生物资产以 及配套生产设施等固定资产遭受不同程度的损失，无人员伤亡。经初步统计，公 司橡胶种植园报废面积约 0.28 万亩，零星受损橡胶及非胶生物性资产约 36 万株 （橡胶树含开割树和中小苗），预计全年干胶减产约 0.25 万吨。台风过境后， 公司迅速组织人员开展安全隐患排查及灾后复产工作，疏通胶园道路、扶正并加 固倒伏的橡胶树，以尽快恢复生产经营秩序，争取将灾害造成的损失降到最低。 目前，本次受灾的基地分公司已全部恢复生产经营。 本次受损的主要财产已投保，保险公司将在保险协议约定的责任范围及赔偿 金额之内进行赔付，预计可以减轻风灾给公司带来的影响。公司已将初步统计的 受损 ...

证券代码：601118 证券简称：海南橡胶 公告编号：2025-055 海南天然橡胶产业集团股份有限公司 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。 三、青苗补偿款 根据《海南省人民政府关于公布全省征地区片综合地价的通知》，公司近日 收到儋州市西区供水及配水管道工程等征地项目的青苗补偿款 4,363,823.00 元， 征地协议约定的条件达成时确认为营业外收入。 以上具体会计处理最终以审计机构审计确认后的结果为准，敬请广大投资者 注意投资风险。 特此公告。 海南天然橡胶产业集团股份有限公司 董 事 会 一、橡胶收入保险赔款 根据《海南橡胶 2025 年橡胶收入保险项目保险协议》的约定，2025 年 4 月 期间因病虫害导致收入损失，触发保险赔付条件，经査勘定损，确定保险赔付金 额为 54,202,559.89 元。公司近日已收到赔付款项，会计核算记入其他收益。 二、橡胶树保险赔款 根据《海南橡胶 2025 年橡胶树物化成本保险项目保险协议》的约定，2025 年 4-5 月期间因病虫害触发保险赔付条件，经查勘定损，确定保险赔 ...

顺丰控股等公司同日实施回购；铁流股份：与长三角哈特机器人产业技术研究院签署框架协议；天普股 份：股价多次触及股票交易异常波动 4日起停牌核查；杭州高新：控股股东变更为巨融伟业实控人变更 为林融升…… 聚焦一：顺丰控股等公司同日实施回购 顺丰控股：2025年9月3日，公司通过股份回购专用证券账户以集中竞价方式首次回购公司A股股份118.5 万股，回购总金额为4978.25万元（不含交易费用），回购股数占公司目前总股本0.02%，平均成交价为 42.01元/股（最高成交价为42.23元/股，最低成交价为41.75元/股）。 公司此前披露，公司于2025年4月28日召开董事会会议审议通过了《关于2025年第1期A股回购股份方案 的议案》，本次回购的资金总额不低于5亿元且不超过10亿元，回购价格不超过60元/股（因公司实施 2024年末期A股权益分派，回购价格上限自2025年7月17日起调整为59.56元/股），回购期限为自公司董 事会审议通过回购方案之日起12个月内。 太极集团：2025年9月3日，公司通过集中竞价交易方式首次回购股份44.88万股，回购股份占公司总股 本的比例为0.08%，购买最高价为22.28元 ...

Key Points - Tianpu Co., Ltd. announced a suspension of trading for stock verification due to multiple instances of abnormal trading fluctuations from August 22 to September 3, with a reminder for investors about market risks [1] - China Shipbuilding Industry Corporation announced a share exchange ratio of 1:0.1339 for the merger with China Shipbuilding, with the stock ceasing to be listed from September 5, 2025 [2] - Chengdu Huamei reported that its 40G high-precision RF ADC chip is still in the trial production stage and has not achieved mass sales, indicating market demand uncertainty [2] - Taihe Technology's sulfide solid electrolyte project is currently in the trial production phase and has not generated sales revenue [3] - Robotech signed a contract worth approximately €946.50 million for fully automated silicon photonic packaging equipment, expected to positively impact the company's future performance [4] - Wento Holdings reported that its cinema and gaming businesses are still in the recovery phase post-restructuring, with potential uncertainties in future operations [5] - Xibu Muye's fresh milk production increased by 4.8% month-on-month in August [6] - China Shipbuilding announced the implementation of a share exchange merger with China Heavy Industry [6] - Gansu Energy plans to invest CNY 40.89 billion in a wind-solar integrated project [6] - Xinhua Medical's endoscope cleaning workstation received a Class II medical device registration certificate [6]

Group 1 - Chengdu Huamei's 4-channel 12-bit 40G high-precision RF direct ADC chip has not yet achieved large-scale sales, with only sample deliveries and intention orders, indicating market demand uncertainty and potential risks [3] - Hason Co. plans to establish a joint venture company with a registered capital of 100 million yuan, in which it will hold a 10% stake, focusing on robot components and related technical services [4] - Zhangjiang Hi-Tech intends to publicly transfer 100% equity and related debts of Shanghai Jixin Rui Construction Technology Co., with a minimum transfer price of 151 million yuan [5] Group 2 - Dechuang Environmental plans to delay its response to an inquiry letter from the Shanghai Stock Exchange by no more than 5 trading days to ensure accuracy and completeness [6] - Yong'an Pharmaceutical's actual controller and chairman Chen Yong has had his detention lifted, allowing him to resume his duties, with the company's operations reported as normal [7] - Western Gold has seen a stock price increase of 39.01% since August 29, amidst high market interest in gold, while the Shanghai Composite Index has decreased by 0.78% [8] Group 3 - Spring Xing Precision's recent operational environment remains stable, with no significant changes reported, and no undisclosed major matters by its controlling shareholder [9] - Hainan Rubber expects a reduction of approximately 2,500 tons in dry rubber production due to Typhoon "Swordfish," with damage to about 28,000 mu of rubber plantation [10][11] - Hangzhou High-tech has completed the transfer of 19.03% of its shares to Beijing Jirong Weiye Energy Technology Co., changing its controlling shareholder [12] Group 4 - Zheng Fengshou, the deputy general manager of Zhengyuan Dixin, has unfortunately passed away, with no stock holdings or unfulfilled commitments reported [13] - Changyuan Power's electricity generation in August was 3.771 billion kWh, a decrease of 6.03% year-on-year, with total generation from January to August down by 1.91% [15] - Shareholder Chen Dekang of Shapu Aisi plans to reduce his stake by up to 2% within three months through trading methods [17] Group 5 - Shankai Intelligent has won a procurement project for metering instruments with a bid amount of 13.318 million yuan [19]

Core Viewpoint - The company has experienced damage to its rubber and biological assets due to Typhoon "Swordfish," but has activated emergency response plans and is working on recovery efforts [1][2] Group 1: Impact of Typhoon - The typhoon caused damage to the company's rubber plantations, with approximately 0.28 thousand acres reported as unusable and around 360,000 rubber trees affected [1] - The estimated reduction in dry rubber production for the year is about 0.25 million tons [1] - All affected subsidiaries have resumed operations following the typhoon [1] Group 2: Insurance and Financial Implications - The company has insurance coverage for the damaged assets, which is expected to mitigate the financial impact of the typhoon [2] - An initial insurance payment of 5 million yuan has been made for the rubber tree costs, with further compensation pending final assessment [2] - The affected subsidiaries' annual revenue accounts for less than 4% of the company's total income, indicating limited overall financial impact [2]