| 301479 | 弘景光电 | 117.50 | 27.56 | 8.29 | | --- | --- | --- | --- | --- | | 002583 | 海能达 | 13.11 | 27.56 | 1.31 | | 300773 | 拉卡拉 | 25.55 | 27.21 | 20.01 | | 001356 | 富岭股份 | 15.07 | 27.09 | -5.81 | | 001382 | 新亚电缆 | 23.17 | 26.93 | 0.52 | | 835892 | 中科美菱 | 21.05 | 26.78 | 4.47 | | 600644 | 乐山电力 | 12.94 | 26.54 | 10.03 | | 920106 | 林泰新材 | 136.00 | 26.47 | 10.92 | | 603110 | 东方材料 | 19.10 | 26.46 | 1.60 | | 301629 | 矽电股份 | 175.18 | 26.20 | 1.85 | | 300605 | 恒锋信息 | 16.11 | 26.19 | -6.99 | | 300892 | 品渥食品 | 40.70 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603128 | 华贸物流 | 9.96 | 20.05 | 39447.45 | | 300350 | 华鹏飞 | 20.03 | 15.85 | 25078.57 | | 601008 | 连云港 | 10.07 | 15.46 | 23332.33 | | 600787 | 中储股份 | 10.08 | 7.27 | 21087.28 | | 002627 | 三峡旅游 | 10.02 | 10.80 | 9168.02 | | 002492 | 恒基达鑫 | 5.26 | 18.65 | 8859.87 | | 603117 | 万林物流 | 9.97 | 6.32 | 7354.45 | | 600119 | 长江投资 | 10.03 | 4.86 | 6394.67 | | 603535 | 嘉诚国际 | 10.01 | 6.93 | 5195.93 | | 600794 | 保税科技 | 9.92 | 1.09 | 4754.46 | ...

| 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 7 | 计算机 | -31.57 | -4.31 | | 2 | 有色金属 | -17.77 | -5.42 | | 3 | 电新行业 | -17.70 | -4.13 | | ব | 通信 | -16.74 | -6.79 | | ട | 基础化工 | -15.95 | -3.95 | 星矿主力资金监控：早盘买入前十榜（截止时间： 10 时 50 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 中油资本 | 4.42 | 15.70 | | 2 | 华贸物流 | 3.48 | 28.61 | | 3 | 天服了 | 2.03 | 45.76 | | র | 中通客车 | 1.72 | 36.25 | | 5 | 连云港 | 1.67 | 15.60 | | 6 | 永鼎股份 | 1.59 | 20.64 | | 1 | 青岛金王 | 1.54 | 30.51 | ...

华贸物流再度涨停，6个交易日内录得4个涨停，累计涨幅为27.42%，累计换手率为81.07%。截至9:36， 该股今日成交量1.02亿股，成交金额7.61亿元，换手率7.81%。最新A股总市值达99.75亿元。 证券时报·数据宝统计，两融数据来看，该股最新（4月21日）两融余额为3.92亿元，其中，融资余额 3.91亿元，较前一个交易日增加4662.72万元，环比增长13.56%，近6日累计增加8001.78万元，环比增长 25.77%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日跌幅偏离值达7%、日换手率 达20%、日涨幅偏离值达7%上榜龙虎榜3次，买卖居前营业部中，机构净卖出1.40亿元，沪股通累计净 卖出2220.48万元，营业部席位合计净买入2.49亿元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.04.21 | -3.21 | 16.27 | -1237.80 | | 2025.04.18 | -10.05 | 20.04 | -10046.82 | | 2 ...

4月18日，华贸物流今日收盘7.16元，下跌10.05%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到19.13倍，总市值93.73亿元。 从行业市盈率排名来看，公司所处的物流行业行业市盈率平均23.86倍，行业中值21.23倍，华贸物流排 名第27位。 截至2025年一季报，共有7家机构持仓华贸物流，其中其他2家、社保2家、基金2家、保险1家，合计持 股数65815.14万股，持股市值37.45亿元。 港中旅华贸国际物流股份有限公司的主营业务是第三方国际综合物流和国际物流方案的提供和服务。公 司的主要产品是综合物流服务、国际空运、国际海运、跨境电商物流、特种物流、仓储第三方物流、国 际工程物流、铁路货运代理、其他物流。全球物流业权威杂志《TransportTopics》发布了最新全球海 运、空运货代50强榜单，华贸物流分别排名全球第16，公司已成功跻身具有国际竞争力的物流企业行 列。 最新一期业绩显示，2025年一季报，公司实现营业收入39.92亿元，同比2.82%；净利润1.18亿元，同 比-29.42%，销售毛利率11.39%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)27 ...

Group 1 - The actual controller, chairman, and CEO of Juran Smart Home, Wang Linpeng, has been detained, but the company's operations remain normal and unaffected [1] - Juran Smart Home reported a total revenue of 12.966 billion yuan in 2024, a decrease of 4.04% year-on-year, and a net profit of 883 million yuan, down 32.08% year-on-year, primarily due to economic fluctuations and increased competition in the home furnishing market [3][4] Group 2 - China Bank plans to raise up to 165 billion yuan through a private placement of A-shares, with the funds aimed at increasing its core tier one capital [4] - The issuance price for China Bank's shares is set at 6.05 yuan per share, which is 80% of the average trading price over the previous 20 trading days [4] - The Bank of Communications also plans to raise up to 120 billion yuan through a private placement, with the funds also designated for core tier one capital [5] Group 3 - SANY Heavy Industry reported a total revenue of 78.383 billion yuan in 2024, an increase of 5.9% year-on-year, and a net profit of 5.975 billion yuan, up 31.98% year-on-year [6][7] - The company's international main business revenue reached 48.513 billion yuan, accounting for 63.98% of total revenue, with significant growth in various regions [6][8] - SANY Heavy Industry has established 37 lighthouse factories and is recognized for its advanced smart manufacturing capabilities [8] Group 4 - East China Pharmaceutical achieved a total revenue of 41.906 billion yuan in 2024, a growth of 3.16%, and a net profit of 3.512 billion yuan, up 23.72% year-on-year [10][11] - The company has a robust pipeline of over 80 innovative drugs, focusing on diabetes and oncology [11][12] Group 5 - EVE Energy reported a total revenue of 48.615 billion yuan in 2024, a slight decrease of 0.35%, with a net profit of 4.076 billion yuan, an increase of 0.63% [13][14] - The company has seen significant growth in its energy storage business, with a shipment volume of 50.45 GWh, a year-on-year increase of 91.90% [15] Group 6 - China Unicom reported a revenue of 103.35 billion yuan in Q1 2025, a growth of 3.9%, and a net profit of 2.61 billion yuan, up 6.5% year-on-year [19] - Lens Technology achieved a revenue of 17.063 billion yuan in Q1 2025, a growth of 10.10%, with a net profit of 429 million yuan, up 38.71% year-on-year [20] Group 7 - Fuyao Glass reported a revenue of 9.910 billion yuan in Q1 2025, a growth of 12.16%, with a net profit of 2.030 billion yuan, up 46.25% year-on-year [21] - Zhuye Group reported a revenue of 4.803 billion yuan in Q1 2025, a growth of 8.50%, with a net profit of 277 million yuan, up 74.07% year-on-year [23] Group 8 - Cailong Technology reported a net profit growth of 87.55% in 2024, with total revenue of 11.664 billion yuan [32] - Ziyan Food reported a revenue of 3.363 billion yuan in 2024, with a net profit growth of 4.5% [33] Group 9 - Shunyi Environmental reported a revenue of 12.678 billion yuan in 2024, with a net profit growth of 41.58% [35] - Shougang Group turned a profit in Q1 2025, reporting a revenue of 26.533 billion yuan, down 10.18%, with a net profit of 328 million yuan [36] Group 10 - Keda Li reported a revenue of 12.030 billion yuan in 2024, with a net profit growth of 22.55% [38] - Betta Pharmaceuticals reported a revenue of 2.892 billion yuan in 2024, with a net profit growth of 15.67% [40] Group 11 - New Australia reported a revenue of 4.841 billion yuan in 2024, with a net profit growth of 5.96% [41] - Fawer reported a revenue of 16.468 billion yuan in 2024, with a net profit growth of 11.93% [42] Group 12 - Zhongwei Company reported a revenue of 9.065 billion yuan in 2024, with a net profit decrease of 9.53% [43] - Changying Precision reported a revenue of 16.934 billion yuan in 2024, with a net profit growth of 800% [44] Group 13 - Stanley reported a revenue of 10.263 billion yuan in 2024, with a net profit growth of 17.89% [45] - Puyang reported a revenue of 5.192 billion yuan in 2024, with a net profit decrease of 45.48% [46] Group 14 - Huangshi Group received a notice of administrative penalty for failing to disclose significant contracts, with potential fines for the company and responsible individuals [47] - Baosteel announced plans to acquire a 49% stake in Maanshan Steel through a combination of cash purchases and capital increases, with an estimated total investment of 9 billion yuan [48][49] Group 15 - Shengquan Group reported a revenue of 2.459 billion yuan in Q1 2025, with a net profit growth of 50.46% [50]

Group 1 - The logistics sector has experienced a short-term decline, with Yongtaiyun (001228) dropping over 9% [1] - Other companies such as Huamao Logistics (603128), Huaguang Yuanhai, Zhongchuang Logistics (603967), and Huapengfei (300350) also saw declines [1] - There is exposure of dark pool fund flows, indicating signals for capturing stock accumulation by major players [1]

Core Viewpoint - In 2024, China National Travel Service (HK) Group Corporation's logistics subsidiary, Huamao Logistics, reported a revenue increase of 19.96% year-on-year, but faced a significant rise in financial expenses, indicating challenges in operational strategy and market conditions [1]. Financial Performance Summary - Huamao Logistics achieved a revenue of 17.52 billion yuan in 2024, up from 14.61 billion yuan in 2023, surpassing the average growth of 11% from major international logistics competitors [2] - The international air freight business volume increased by 26.01%, with revenue growth of 22.52%, while international sea freight volume grew by 2.86% with a revenue increase of 12.28% [2] - The railway freight forwarding business saw a remarkable volume increase of 75.53% and revenue growth of 106.82%, indicating effective market expansion [2]. Profitability Challenges - The net profit attributable to shareholders decreased by 12.60% to 538.83 million yuan from 616.52 million yuan in 2023, influenced by container price fluctuations, intensified market competition, and increased overseas investments [3][4]. - The non-recurring net profit also fell by 12.99% to 463.30 million yuan, reflecting pressure on the company's core business profitability [4]. Earnings Per Share Decline - Basic earnings per share dropped to 0.41 yuan from 0.47 yuan, a decrease of 12.77%, while the non-recurring earnings per share fell by 14.63% to 0.35 yuan [5]. Expense Management - Sales expenses slightly decreased by 0.26% to 729 million yuan, indicating effective cost control despite increased overseas expenses [6]. - Management expenses were reduced by 1.23% to 516 million yuan, showcasing successful internal management and efficiency measures [7]. - Financial expenses surged by 498.79% to 32.22 million yuan, primarily due to significant fluctuations in international exchange rates [8]. Cash Flow Analysis - Operating cash flow decreased by 50.01% to 154.46 million yuan, impacted by overseas market expansion and increased prepayments [10]. - Investment cash flow was positive, with a net inflow of 30.30 million yuan from the disposal of subsidiary equity [11]. - Financing cash flow showed a net outflow of 41.86 million yuan, reflecting debt repayment and dividend payments [12]. Research and Development Focus - R&D expenses decreased by 27.31% to 19.61 million yuan, raising concerns about maintaining competitiveness in a rapidly evolving logistics industry [9][13]. - The R&D personnel structure remains stable, with 180 employees, 65.56% holding a bachelor's degree or higher, ensuring a talent pool for innovation [14].

证券代码：603128 证券简称：华贸物流 公告编号：临 2025-008 港中旅华贸国际物流股份有限公司 第五届监事会第十次会议决议公告 本公司监事会及全体监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个别及连带责任。 港中旅华贸国际物流股份有限公司（以下简称"公司"）第五届监事会第十 七次会议 2025 年 4 月 17 日以通讯表决方式召开。本次会议应出席会议的监事 3 名，实际出席会议的监事 3 名。本次会议的通知及召开符合《中华人民共和国公 司法》及《港中旅华贸国际物流股份有限公司章程》的规定。经出席会议监事审 议，一致通过如下决议： 一、 审议通过《公司2024年度监事会工作报告》 表决结果：赞成__3__票；反对__0__票；弃权__0__票。 本议案尚需提交股东大会审议。 二、 审议通过《公司2024年年度报告及其<摘要>的议案》 表决结果：赞成__3__票；反对__0__票；弃权__0__票。 监事会认为：公司 2024 年年度报告编制和审议程序符合法律、法规、《公 司章程》和公司内部管理制度的各项规定；年度报告的内容和格式符合中国证监 ...

证券代码：603128 证券简称：华贸物流 公告编号：临 2025-007 港中旅华贸国际物流股份有限公司 第五届董事会第二十七次会议决议公告 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个别及连带责任。 港中旅华贸国际物流股份有限公司（以下简称"本公司"、"华贸物流"） 第五届董事会第二十七次会议于 2025 年 4 月 17 日以通讯表决方式召开。本次会 议应出席会议的董事 5 名，实际出席会议的董事 5 名。本次会议的通知及召开符 合《中华人民共和国公司法》、《港中旅华贸国际物流股份有限公司章程》和《董 事会议事规则》的规定。经出席会议董事审议，一致通过如下决议： 一、审议通过《公司 2024 年年度报告及其<摘要>的议案》 表决结果：赞成__5__票；反对__0__票；弃权__0__票。 本议案已经公司董事会审计委员会审议通过。 本议案将提请股东大会审议。 二、审议通过《公司 2024 年度内部控制评价报告》 表决结果：赞成__5__票；反对__0__票；弃权__0__票。 本议案已经公司董事会审计委员会审议通过。 三、审议通 ...