天马科技公告称，近日收到控股股东、实际控制人之一致行动人陈庆昌通知，其于2025年11月21日将质 押给长江证券的162.83万股股份解除质押，占其所持股份的81.95%，占公司总股本的0.32%。本次解除 质押后，陈庆昌无质押股份，且近期无再质押计划。截至公告日，公司控股股东、实际控制人陈庆堂及 其一致行动人合计持股1.63亿股，占总股本的32.33%，累计质押股份6567万股，占其持股数的40.20%， 占总股本的12.99%。 ...

Market Overview - The market opened high but closed lower, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index down by 0.4%, 0.76%, and 1.12% respectively, indicating a continued money-losing effect across the market [3] - Over 3,800 stocks declined while more than 1,400 stocks rose, with total trading volume shrinking to 1.7 trillion [3] Fujian Local Stocks - Fujian local stocks experienced significant volatility, with HeFu China achieving a 15-day streak of 13 limit-ups, accumulating a rise of over 290% [6] - Other notable performers included Jomoo with 7 consecutive limit-ups, Aerospace Development with 5, and Rongji Software with 4 [6] - Conversely, Longzhou Co. hit the limit down, and several stocks like Zhongfu Tong and Hongxiang Co. fell over 10% [6] - The overall Fujian local stock index saw a slight decline of 0.27% despite an early drop of over 2% [6] Brokerage Firms - Three brokerages, Xinda Securities, Zhongjin Company, and Dongxing Securities, announced a restructuring plan involving a share swap merger [8] - Following the announcement, Dongxing Securities saw a significant intraday rise of over 4.6% [8] - Other brokerages and financial stocks opened higher but ultimately closed lower, with the brokerage sector down by 0.43% [11] Real Estate Sector - The real estate sector experienced a surge due to external media reports, with stocks like I Love My Home and 365 Network hitting limit-ups [12] - The real estate brokerage sector rose by 5.77%, while the broader real estate market saw a slight decline of 0.15% [13] - The market reaction was characterized by rapid price movements following the news, indicating a potential speculative environment [14] Specific Stocks and Trends - Guqi Down Material saw a small fluctuation in the morning but rallied in the afternoon, achieving a 2-day limit-up [16] - The stock's rise is attributed to the cold wave driving demand for down products, alongside other stocks like Jingneng Heat Power benefiting from heating supply concepts [16] - The recent increase in duck down prices has also contributed to market interest in Guqi Down Material, filling a gap for direct duck down concept stocks in the A-share market [19]

Core Viewpoint - The feed sector experienced a decline of 1.6% on November 20, with Tianma Technology leading the drop, while the Shanghai Composite Index fell by 0.4% and the Shenzhen Component Index decreased by 0.76% [1]. Group 1: Market Performance - The feed sector's individual stock performance showed mixed results, with Hai Da Group slightly increasing by 0.02% to close at 58.55, while Tianma Technology dropped significantly by 9.90% to 15.02 [1][2]. - The total trading volume for the feed sector was substantial, with Hai Da Group recording a transaction amount of 2.12 billion, and Tianma Technology reaching 10.94 billion [1][2]. Group 2: Capital Flow - The feed sector saw a net outflow of 498 million from major funds, while retail investors contributed a net inflow of 239 million [2]. - Specific stocks like Hai Da Group and He Feng Co. experienced varying levels of net inflow and outflow from different investor categories, indicating a shift in investor sentiment [3].

Group 1 - The prepared food concept sector declined by 2.37%, ranking among the top declines in concept sectors, with notable declines in Guolian Aquatic Products, Tianma Technology, and Baiyang Co., Ltd. [1] - Among the prepared food stocks, 9 stocks saw price increases, with Zhongshui Fishery, Fucheng Co., and Huaying Agriculture leading with increases of 10.02%, 3.41%, and 2.56% respectively [1] - The prepared food sector experienced a net outflow of 2.563 billion yuan in main funds, with 76 stocks seeing net outflows, and 8 stocks experiencing outflows exceeding 100 million yuan [2] Group 2 - The top net outflow stocks in the prepared food sector included Guolian Aquatic Products with a net outflow of 564.30 million yuan, Tianma Technology with 294.57 million yuan, and Haodangjia with 214.56 million yuan [2] - The stocks with the highest net inflows included Fucheng Co. with 51.12 million yuan, Gree Electric with 29.16 million yuan, and Wens Foodstuff Group with 18.31 million yuan [5] - The overall market sentiment for the prepared food sector appears negative, as indicated by the significant net outflows and the majority of stocks experiencing price declines [2][5]

Core Insights - The A-share market in Fujian experienced a collective decline, with several stocks, including Zhongfutong and Longzhou Co., falling over 10% [1] - The stocks of Haixia Innovation and Pingtan Development were suspended for trading due to significant price deviations from their fundamentals [1] Summary by Category Stock Performance - Zhongfutong: -10.69%, market cap 4.701 billion, YTD increase 32.17% [2] - Longzhou Co.: -10.06%, market cap 3.571 billion, YTD increase 50.12% [2] - Tianma Technology: -10.02%, market cap 7.554 billion, YTD increase 17.74% [2] - China Wuyi: -9.88%, market cap 5.733 billion, YTD increase 31.77% [2] - Lidaxin: -9.86%, market cap 8.444 billion, YTD increase 10.20% [2] - Dongbai Group: -9.81%, market cap 7.437 billion, YTD increase 23.79% [2] - Other notable declines include Qipilong (-8.22%), Hai Xin Food (-8.05%), and Yong'an Forestry (-7.74%) [2] Market Context - The decline in Fujian stocks follows a period of sustained increases, indicating potential market corrections [1] - The suspension of Haixia Innovation and Pingtan Development highlights concerns over stock valuations relative to company fundamentals [1]

Group 1 - The pre-made meal concept is declining, leading to a drop in stock prices for several companies, including Tianma Technology, which fell over 9% [1] - Other companies affected by this decline include Yike Foods, Baiyang Co., and Dahu Co., which also experienced stock price decreases [1]

Core Viewpoint - Tianma Technology (603668) experienced a significant increase in stock price, reaching the daily limit, with a trading volume of 9.77 billion yuan and a turnover rate of 12.06% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a price deviation of 9.86%, with net purchases from the Shanghai-Hong Kong Stock Connect amounting to 26.46 million yuan [2] - The top five trading departments accounted for a total transaction volume of 175 million yuan, with a net purchase of 58.91 million yuan [2] - The leading buying department was the Shanghai-Hong Kong Stock Connect, which had a net purchase of 26.46 million yuan after buying 37.41 million yuan and selling 10.94 million yuan [2] Capital Flow - The stock saw a net inflow of 246 million yuan from major funds, with a significant inflow of 262 million yuan from large orders, while smaller orders saw an outflow of 16.22 million yuan [2] - Over the past five days, the net inflow of major funds totaled 479 million yuan [2] Margin Trading - As of November 18, the margin trading balance for the stock was 1.044 billion yuan, with a financing balance of 1.044 billion yuan and a securities lending balance of 6,510 yuan [2] - The financing balance increased by 299 million yuan over the past five days, representing a growth of 40.13%, while the securities lending balance decreased by 635 yuan, a decline of 0.97% [2] Financial Performance - For the first three quarters, the company reported a revenue of 4.503 billion yuan, reflecting a year-on-year growth of 0.11%, and a net profit of 70.78 million yuan, which is a year-on-year increase of 1.96% [3]

证券之星消息，11月19日饲料板块较上一交易日上涨1.19%，天马科技领涨。当日上证指数报收于 3946.74，上涨0.18%。深证成指报收于13080.09，下跌0.0%。饲料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688156 | 路德科技 | 17.85 | -5.90% | 3.22万 | 5889.34万 | | 001366 | 播恩集团 | 14.44 | -2.63% | 3.78万 | 5451.86万 | | 603151 | 邦基科技 | 19.03 | -2.41% | 3.77万 | 7177.47万 | | 603363 | 傲农生物 | 5.03 | -1.57% | 47.19万 | 2.38亿 | | 000702 | 正虹科技 | 7.48 | -1.32% | 6.82万 | 5093.95万 | | 301498 | 乖宝宠物 | 71.25 | -0.90% | 1.61万 | 1.15亿 | | 920419 | 路斯股份 ...

Market Performance - The prepared food concept index rose by 1.05%, ranking 10th among concept sectors, with 44 stocks increasing in value [1] - Notable gainers included Guolian Aquatic Products and Yike Foods, both reaching a 20% limit up, while Zhanzi Island, Dahu Co., and Tianma Technology also hit the limit up [1] - The top gainers in the sector were Gais Food, ST Lingnan, and Tongwei Co., with increases of 8.03%, 4.30%, and 4.14% respectively [1] Capital Flow - The prepared food sector saw a net inflow of 821 million yuan from main funds, with 39 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2] - Tongwei Co. led the net inflow with 261 million yuan, followed by Tianma Technology, Dongfang Ocean, and Guolian Aquatic Products with net inflows of 246 million yuan, 245 million yuan, and 191 million yuan respectively [2] Stock Performance - The stocks with the highest net inflow ratios included Dongfang Ocean, Zhongshui Fishery, and Tianma Technology, with net inflow ratios of 39.45%, 37.30%, and 25.15% respectively [3] - Key stocks in the prepared food sector included Tongwei Co. with a 4.14% increase and a turnover rate of 2.55%, and Tianma Technology with a 10.03% increase and a turnover rate of 12.06% [3][4]

Group 1 - The poultry concept sector rose by 1.90%, ranking fourth among concept sectors, with 15 stocks increasing in value, including Yike Food which hit a 20% limit up [1] - Leading stocks in the poultry sector included Lihua Co., Jingji Zhino, and Guanghong Holdings, which saw increases of 1.91%, 1.48%, and 1.29% respectively [1] - The stocks that experienced the largest declines were Luoniushan, Huadong Co., and Xiaoming Co., with decreases of 3.80%, 1.50%, and 1.11% respectively [1] Group 2 - The poultry concept sector attracted a net inflow of 275 million yuan from main funds, with 10 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow [2] - The top stock for net inflow was Tianma Technology, which saw a net inflow of 246 million yuan, followed by Yike Food, Huaying Agriculture, and Jingji Zhino with net inflows of 75.81 million yuan, 56.13 million yuan, and 42.85 million yuan respectively [2] - The net inflow ratios for Tianma Technology, Yike Food, and Jingji Zhino were 25.15%, 19.08%, and 17.33% respectively [3] Group 3 - The trading performance of Tianma Technology showed a daily increase of 10.03% with a turnover rate of 12.06% and a main fund flow of 245.60 million yuan [3] - Yike Food had a daily increase of 19.98% with a turnover rate of 6.92% and a main fund flow of 75.81 million yuan [3] - Other notable stocks included Huaying Agriculture with a daily increase of 10.03% and a main fund flow of 56.13 million yuan, and Jingji Zhino with a daily increase of 1.48% and a main fund flow of 42.85 million yuan [3]