Nanhua Futures(603093)

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南华期货股份有限公司关于全资子公司完成工商变更登记并换发营业执照的公告
Shang Hai Zheng Quan Bao· 2025-09-29 21:59
证券代码:603093 证券简称:南华期货 公告编号:2025-063 南华期货股份有限公司 2、名称:浙江南华资本管理有限公司 3、类型:有限责任公司 4、住所:浙江省杭州市上城区横店大厦601室 5、法定代表人:贾晓龙 6、注册资本:陆亿元整 关于全资子公司完成工商变更登记并换发营业执照的公告 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。 南华期货股份有限公司全资子公司浙江南华资本管理有限公司、南华基金管理有限公司于近日完成工商 变更登记,并分别取得杭州市上城区市场监督管理局、东阳市市场监督管理局换发的《营业执照》。变 更后的相关信息如下: 一、浙江南华资本管理有限公司相关信息 1、统一社会信用代码:91330102069216416W 4、住所:浙江省东阳市横店影视产业实验区商务楼 5、法定代表人:朱坚 6、注册资本:叁亿伍仟万元整 7、成立日期:2016年11月17日 7、成立日期:2013年5月20日 8、营业期限:2013年5月20日至2043年5月19日 9、经营范围:一般项目:货物进出口;技术进出口;食品销售 ...
南华期货:关于全资子公司完成工商变更登记并换发营业执照的公告
Zheng Quan Ri Bao· 2025-09-29 12:47
(文章来源:证券日报) 证券日报网讯 9月29日晚间,南华期货发布公告称,公司全资子公司浙江南华资本管理有限公司、南华 基金管理有限公司于近日完成工商变更登记,并分别取得杭州市上城区市场监督管理局、东阳市市场监 督管理局换发的《营业执照》。 ...
南华期货棉花四季度展望:新季丰产之下,套保压?凸显
Nan Hua Qi Huo· 2025-09-29 11:20
南华期货棉花四季度展望 ——新季丰产之下,套保压力凸显 陈嘉宁(投资咨询证号:Z0020097 ) 投资咨询业务资格:证监许可【2011】1290号 第一章 观点概要 观点:三季度,郑棉整体呈震荡格局,本年度国内在中美关税政策扰动之下,下游内需表现出韧性,而外需 出现"抢出口"订单,整体消费好于预期,疆棉去库加快,棉价获得支撑,但新棉丰产预期及下游利润欠佳的现 状限制其涨幅,而美棉在出口签约缓慢与产量预期下降下形成多空拉锯,伴随着较高的未点价合约,维持窄 幅区间整理。四季度,国内新棉上市将有效缓解供应紧张问题,新年度轧花厂收购态度或偏于谨慎,在疆棉 丰产格局下收购价格高度有限,但同时将对棉价带来较大的套保压力,而下游内需或维持温和增长态势,但 外销在阶段性的"抢出口"订单后或难维持前期的亮眼表现,需求端缺乏向上驱动。 预测区间:13000-14500 策略:单边以反弹布空为主,关注1-5反套机会 风险提示:全球宏观环境、中美关税政策调整、新花收购情况、纺企订单情况 第二章 行情回顾 三季度,郑棉重心再度抬高后维持在13500-14400元/吨的区间内波动。上半年在关税政策影响下,郑棉 受到强烈冲击,但随着中美 ...
南华期货2025年度集运四季度展望:行到水穷处,坐看云起时
Nan Hua Qi Huo· 2025-09-29 09:09
南华期货2025年度集运四季度展望 —— 行到水穷处,坐看云起时 俞俊臣 投资咨询证号:Z0021065 南华研究院投资咨询业务资格:证监许可【2011】1290号 2025年9月 目录 章节 2.4 供应增速如预期下降,存量仍存压力 四、 估值反馈及供需展望 . 一、 观点概要 1.1 运价预计"U"字形变动 1.1.1 趋势预测 1.1.2 区间展望 1.1.3 策略展望 1.2 风险点 二、 行情回顾 2.1 集运运价走势回顾 2.2 集运期价走势回顾 2.3 需求如预期"旺季不旺" 2.4.1 有效运力偏高 2.4.2 新船签订与交付放缓 2.4.3 红海绕航结构基本稳定 三、 核心关注要点 3.1 关税变动 3.2 船司举措:是否挺价维稳运费 3.3 基本面:整体偏弱 一、观点概要 1.1 运价预计"U"字形变动 1.1.1 趋势预测 从基本面来看,需求方面,今年总体相对偏弱,而从往年季节性和当前市场订舱表现来看,需求淡季预 计将一直持续至十一月前,后有所回升;而供应方面,虽船司存在停航等控制运力,但停航运力仍相对不 足,供过于求情况延续,故预计欧线运价与期价中期仍延续震荡偏弱的态势,至11月开始有 ...
南华期货(603093) - 南华期货股份有限公司关于全资子公司完成工商变更登记并换发营业执照的公告
2025-09-29 09:00
证券代码:603093 证券简称:南华期货 公告编号:2025-063 南华期货股份有限公司 关于全资子公司完成工商变更登记并换发营业执照 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。 9、经营范围:一般项目:货物进出口;技术进出口;食品销售(仅销售预 包装食品);汽车零配件零售;汽车零配件批发;五金产品批发;食用农产品批 发;计算机软硬件及辅助设备批发;成品油批发(不含危险化学品);日用品批 发;畜牧渔业饲料销售;石油制品销售(不含危险化学品);棉、麻销售;办公 用品销售;纸浆销售;机械零件、零部件销售;机械设备销售;金属材料销售; 橡胶制品销售;金属结构销售;建筑材料销售;金银制品销售;煤炭及制品销售; 日用玻璃制品销售;非金属矿及制品销售;水泥制品销售;日用百货销售;化工 产品销售(不含许可类化工产品);产业用纺织制成品销售;普通货物仓储服务 1、统一社会信用代码:91330102069216416W 2、名称:浙江南华资本管理有限公司 3、类型:有限责任公司 4、住所:浙江省杭州市上城区横店大厦 601 室 ...
南华期货两全资子公司完成工商变更并换发执照
Xin Lang Cai Jing· 2025-09-29 08:50
近日,南华期货股份有限公司全资子公司浙江南华资本管理有限公司、南华基金管理有限公司完成工商 变更登记,并分别取得杭州市上城区市场监督管理局、东阳市市场监督管理局换发的《营业执照》。浙 江南华资本管理有限公司注册资本为陆亿元整,法定代表人为贾晓龙;南华基金管理有限公司注册资本 为叁亿伍仟万元整,法定代表人为朱坚。两公司均已公布变更后的详细信息,包括统一社会信用代码、 住所、经营范围等内容。 ...
多元金融板块9月29日涨2.2%,瑞达期货领涨,主力资金净流入2.54亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-29 08:45
Market Performance - The diversified financial sector rose by 2.2% on September 29, with Ruida Futures leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Individual Stock Performance - Ruida Futures (002961) closed at 20.91, with a gain of 4.86% and a trading volume of 75,600 lots, totaling a transaction value of 156 million [1] - Nanhua Futures (603093) closed at 21.29, up 4.72%, with a trading volume of 143,200 lots and a transaction value of 301 million [1] - Yong'an Futures (600927) closed at 15.09, increasing by 3.85%, with a trading volume of 108,600 lots and a transaction value of 162 million [1] - Other notable performers include Jianyuan Trust (600816) up 3.62%, Zhongyou Capital (000617) up 3.19%, and Yukuang Capital (600390) up 3.09% [1] Capital Flow Analysis - The diversified financial sector saw a net inflow of 254 million from main funds, while retail investors experienced a net outflow of approximately 96.58 million [2][3] - Main funds showed significant net inflows in stocks like Zhonghai Capital (000617) with 71.1 million and Yuexiu Capital (000987) with 64.07 million [3] - Conversely, retail investors withdrew from stocks such as Zhonghai Capital and Yuexiu Capital, with outflows of 34.12 million and 33.85 million respectively [3]
A股突变,大涨!
中国基金报· 2025-09-29 08:09
Market Overview - The A-share market saw all three major indices rise, with the ChiNext Index increasing by 2.75% and the Shanghai Composite Index closing at 3862.53 points, up 0.90% [1][4] - The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 146 billion yuan compared to the previous trading day [4] Sector Performance - The brokerage and precious metals sectors led the market gains, with the brokerage sector rising by 4.89% and the precious metals sector increasing by 4.3% [4][12] - Solid-state battery and lithium battery-related sectors also performed well, with the solid-state battery index surging [17] Brokerage Stocks - Brokerage stocks experienced a significant afternoon rally, with major players like Huatai Securities and GF Securities hitting the daily limit of 10% [7][8] - The average daily trading volume and margin financing indicators for brokerages reached historical highs, indicating strong market activity [10] Precious Metals - The precious metals sector saw notable increases, with spot gold breaking through the $3810 mark, reaching a new historical high of $3813.93 per ounce [11][12] - Key stocks in the precious metals sector, such as Shengda Resources and Zhaojin Mining, recorded substantial gains [12][13] Solid-State Battery Sector - The solid-state battery index showed strong performance, with companies like EVE Energy and Ganfeng Lithium seeing significant stock price increases [18][19] - Research advancements in solid-state battery technology from Tsinghua University contributed to the sector's positive momentum [20]
商品策略周报:节前继续观望-20250929
Nan Hua Qi Huo· 2025-09-29 04:48
Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The anti - involution theme in the commodity market has entered a cooling stage, and the overall market is in a weak and volatile atmosphere. Trend strategies have low win - rates and odds, and it is difficult to operate [2][3][5]. - With the approaching of the National Day holiday, funds are flowing out. Investors should control their positions or stay in cash to avoid holiday risks [3][5]. - In terms of specific sectors, agricultural products are weak, while precious metals are strong [3]. - The market is currently affected by sudden news, with unclear main contradictions and insufficiently low valuations. It is advisable to wait patiently [4]. 3. Summary by Related Catalogs Market Overview - Various sudden news, such as Argentina's suspension of agricultural product tariffs, Indonesia's copper mine suspension, and Russia's refinery attacks, have caused short - term shocks to the market, increasing trading difficulty and hampering strategy execution [4]. - The anti - involution theme market is in a cooling cycle, and the market is now trading the real - end logic of surplus varieties. The supply - demand patterns of soda ash, PVC and other varieties remain loose, and downstream demand is weak [4]. Product Strategy Recommendations - Abandon market prediction. Stable account profitability depends on strategy, risk control, and execution [5]. - The net value performance of the Chase the Wind 1 and Chase the Wind 2 strategy products is good. Chase the Wind 2 is in a free trial period and is worth trying for non - subscribed customers [5]. Data Tables - **Plate Fund Flow**: The total capital flow is 322 million yuan. Precious metals have an inflow of 3.022 billion yuan, non - ferrous metals 1.405 billion yuan, while black metals have an outflow of 2.959 billion yuan, energy 165 million yuan, chemicals 846 million yuan, feed and breeding 555 million yuan, oils and fats 1.597 billion yuan, and soft commodities have an inflow of 73 million yuan [9]. - **Black and Non - ferrous Weekly Data**: Data such as price percentile, inventory percentile, valuation percentile, etc. are provided for various black and non - ferrous metal varieties, including iron ore, rebar, gold, etc. [9]. - **Energy and Chemical Weekly Data**: Similar data is presented for energy and chemical products like fuel oil, low - sulfur oil, asphalt, etc. [11]. - **Agricultural Product Weekly Data**: Data for agricultural products such as soybean meal, rapeseed meal, soybean oil, etc. are given [12].
南华期货2025年国债四季度展望:等待政策重心的回摆时刻
Nan Hua Qi Huo· 2025-09-28 11:34
Bigger mind, Bigger fortune 智慧创造财富 2025 四季度国债展望 | 2025 年 9 月 等待政策重心的回摆时刻 核心观点: 风险资产与监管扰动是三季度债市多次回落的主因,换一个角 度来说,这也意味着基本面以及流动性的核心驱动没有改变, 从债市的底层框架来说,当前并不存在周期逆转的风险。 经过回顾后,我们有几点心得体会: 《南华期货 2025 年国债下半年展 望: 三端共振, 帆随心动》 《股债:从晓晓板转向共振 -- 8 月 经济数据的启发》 1 ) 除了以公募收费新规为代表的监管影响仍未平息,其余在三 季度对债市造成明显冲击的利空均已落地或脱敏。 2)我们认为监管层面的扰动可能接近尾声。 3)外部不确定性在降低。 四季度展望: 三季度的利空扰动大多与基本面和流动性层面无关,并且已经 充分反应在了当前的定价中,因此我们没有理由对四季度继续 悲观。尽管没有更多的降息降准操作,但整个三季度内央行在 流动性层面的支持是一如既往的。另一方面,8 月基本面数据全 面走弱,宏观政策托底的必要性大幅提升,我们认为这可能会 引发货币政策重心向"稳增长"回摆。而从最新央行三季度货 币政策执行例 ...