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6月4日涨停分析
news flash· 2025-06-04 07:56
Stock Performance - Lehui International has achieved 5 consecutive boards in 7 days with a price increase of 10.00% [3] - Youyou Food has recorded 3 boards in 6 days with a price increase of 10.01% [3] - Emei Mountain A has made its first board with a price increase of 10.00% [3] - Jiamei Packaging has also made its first board with a price increase of 10.12% [3] - Chapiapiao has made its first board with a price increase of 10.04% [3] - Yongshuntai has made its first board with a price increase of 10.01% [3] - Ximai Food has made its first board with a price increase of 10.00% [3] Gold Concept - The stock of Old Poo Gold has reached a historical high of 978.5 HKD, with a market value approaching 170 billion HKD, and has increased over 300% this year [4] Solid-State Battery - The solid-state battery sector is experiencing significant catalysts, with multiple conferences scheduled in June, including the 2025 High-Performance Solid-State Battery Technology and Application Summit on June 10 [9] Beauty and Personal Care - The retail sales of cosmetics have increased by 9.8%, significantly higher than the overall retail sales growth of 5.7% in April [13] Digital Currency - The Hong Kong government has officially enacted the "Stablecoin Ordinance," marking a significant regulatory development in the digital currency space [21] Unmanned Vehicles - The unmanned delivery vehicle industry is reportedly growing at ten times the speed of last year, with New Stone's monthly delivery exceeding 1,000 units [24] IP Economy - The stock of Pop Mart, a leading player in the IP economy, has risen over 4%, reaching a new historical high [26] Deep Sea Technology - The Guangdong Provincial People's Congress has announced new regulations to promote high-quality development of the marine economy, focusing on optimizing spatial layout [39] Nuclear Power - Meta has signed a 20-year power purchase agreement with Constellation Energy to buy nuclear power for its data centers, marking a significant collaboration between tech companies and nuclear power [42]
黄金股早盘强势!华富永鑫灵活配置混合(A/C:001466/001467) 聚焦黄金股投资
Xin Lang Cai Jing· 2025-06-03 03:51
Group 1 - The gold stock sector is experiencing significant gains, with notable increases in stocks such as Western Gold, Mankalon, and others, indicating strong market interest in gold-related investments [1] - The Huafu Yongxin Flexible Allocation Mixed Fund has heavily invested in gold-related companies, achieving a year-to-date increase of 25.23% as of May 30, 2025, reflecting the positive impact of rising gold prices on these stocks [1] - International gold prices have surged, with spot gold breaking through $3,380 per ounce and COMEX gold futures rising by 2.74% to $3,406.4 per ounce, indicating a bullish trend in the gold market [1] Group 2 - Short-term market sentiment is supported by potential risks from U.S. "reciprocal tariffs," leading to a rise in gold prices, while long-term uncertainties in global tariff policies and regional politics continue to bolster gold's appeal as a safe-haven asset [2] - The Huafu Yongxin Flexible Allocation Mixed Fund focuses on diversifying investments in A-share gold-related companies, allowing for exposure to the benefits of rising gold prices while mitigating risks associated with holding individual gold stocks [2]
黄金股盘初强势 莱绅通灵涨超6%
news flash· 2025-06-03 01:32
黄金行情爆发中,一键布局买入黄金等避险资产>>> 黄金股盘初强势,莱绅通灵(603900)涨超6%,赤峰黄金(600988)、山东黄金(600547)、潮宏基 (002345)、曼卡龙(300945)、中金黄金(600489)等跟涨。消息面上,现货黄金上涨,一度站上 3370美元/盎司。 ...
莱绅通灵(603900) - 莱绅通灵2024年年度暨2025年第一季度业绩说明会预告公告
2025-05-29 12:46
莱绅通灵珠宝股份有限公司 2024 年年度暨 2025 年第一季度业绩说明会预告公告 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。 重要内容提示: 莱绅通灵珠宝股份有限公司(以下简称"公司")分别于 2025 年 4 月 23 日和 4 月 30 日披露了公司《2024 年年度报告》和《2025 年第一季度报告》, 为便于广大投资者更全面深入地了解公司 2024 年年度和 2025 年第一季度经营 成果、财务状况,公司计划于 2025 年 6 月 10 日下午 15:00-16:00 举行 2024 年 年度暨 2025 年第一季度业绩说明会,就投资者关心的问题进行交流。 一、说明会类型 证券代码:603900 证券简称:莱绅通灵 公告编号:2025-025 三、参加人员 公司董事长马峻先生、总裁庄瓯先生、独立董事黄国雄先生、陈益平先 生、付锦华先生、财务负责人刘靳先生、董事会秘书曹颖女士参加本次业绩说 明会。 四、投资者参加方式 本次投资者说明会以网络互动形式召开,公司将针对 2024 年年度和 2025 年第一季度的经营 ...
【29日资金路线图】计算机板块净流入近192亿元居首 龙虎榜机构抢筹多股
证券时报· 2025-05-29 12:10
Market Overview - The A-share market experienced an overall increase on May 29, with the Shanghai Composite Index closing at 3363.45 points, up 0.7%, the Shenzhen Component Index at 10127.2 points, up 1.24%, and the ChiNext Index at 2012.55 points, up 1.37%. The North Star 50 Index rose by 2.73%. Total trading volume reached 12136.01 billion yuan, an increase of 1795.28 billion yuan compared to the previous trading day [1]. Capital Flow - The net inflow of main funds in the A-share market was 74.33 billion yuan, with an opening net outflow of 19.58 billion yuan and a closing net inflow of 23.89 billion yuan [2]. - The net inflow for the CSI 300 was 12.91 billion yuan, while the ChiNext saw a net inflow of 42.65 billion yuan, and the STAR Market experienced a net outflow of 17.3 billion yuan [4]. Sector Performance - Among the 23 sectors, the computer industry led with a net inflow of 191.73 billion yuan, followed by the electronics sector with 124.39 billion yuan, and the pharmaceutical and biological sector with 112.04 billion yuan. The non-bank financial sector saw a net inflow of 47.51 billion yuan, while the communication sector had 34.87 billion yuan [6][7]. - The sectors with the largest net outflows included food and beverage with -21.56 billion yuan, basic chemicals with -12.02 billion yuan, and banking with -8.89 billion yuan [7]. Individual Stock Activity - The stock with the highest net inflow was Shanzhi Gaoke, with 7.11 billion yuan [8]. - Institutional investors showed significant interest in several stocks, with Wangzi New Materials receiving a net buy of 41.11 million yuan, and Sifang Precision receiving 36.17 million yuan [11][12]. Institutional Focus - Recent institutional ratings highlighted several stocks, including Huichuan Technology with a target price of 73.00 yuan, indicating an upside potential of 8.83%, and Longying Precision with a target price of 24.70 yuan, suggesting a 19.73% upside [14].
莱绅通灵: 莱绅通灵2024年年度暨2025年第一季度业绩说明会预告公告
Zheng Quan Zhi Xing· 2025-05-29 09:57
Core Viewpoint - The company, Lai Sen Tong Ling Jewelry Co., Ltd., is set to hold an investor briefing on June 10, 2025, to discuss its 2024 annual report and 2025 Q1 report, allowing for interactive communication with investors regarding its operational results and financial status [1][2]. Group 1 - The investor briefing will take place on June 10, 2025, from 15:00 to 16:00 [1][2][3]. - The meeting will be conducted in an online interactive format via the Shanghai Stock Exchange Roadshow Center [1][2][3]. - Key company executives, including the Chairman, President, independent directors, and financial officer, will participate in the briefing [1]. Group 2 - Investors can submit questions for the briefing from June 3 to June 9, 2025, through the Roadshow Center website or via the company's email [1][2]. - The company will address commonly asked questions during the briefing [1][2][4]. - After the briefing, investors can view the meeting's details and main content on the Shanghai Stock Exchange Roadshow Center [2].
莱绅通灵(603900) - 莱绅通灵2024年年度暨2025年第一季度业绩说明会预告公告
2025-05-29 09:31
证券代码:603900 证券简称:莱绅通灵 公告编号:2025-02 5 莱绅通灵珠宝股份有限公司 2024 年年度暨 2025 年第一季度业绩说明会预告公告 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。 重要内容提示: 莱绅通灵珠宝股份有限公司(以下简称"公司")分别于 2025 年 4 月 23 日和 4 月 30 日披露了公司《2024 年年度报告》和《2025 年第一季度报告》, 为便于广大投资者更全面深入地了解公司 2024 年年度和 2025 年第一季度经营 成果、财务状况,公司计划于 2025 年 6 月 10 日下午 15:00-16:00 举行 2024 年 年度暨 2025 年第一季度业绩说明会,就投资者关心的问题进行交流。 1 会议召开时间:2025 年 6 月 10 日下午 15:00-16:00 会议召开地点:上海证券交易所上证路演中心(网址:http://roadsh ow.sseinfo.com/) 会议召开方式:上证路演中心网络互动 投资者可于 2025 年 6 月 3 日至 9 日 16:0 ...
突发降息!全线大涨
Zhong Guo Ji Jin Bao· 2025-05-29 08:11
大家好,今天的市场,信息量很大,全球大涨!一起看看发生了什么事情。 亚洲市场大涨 5月29日,全球迎来关税利好。 美国联邦贸易法院裁定,美国总统特朗普无权对几乎所有国家实施全面关税,并宣布那些已引发全球贸易战且威胁颠覆世界经济的关税无 效。 美国国际贸易法院周三作出的这项裁决,阻止了特朗普政府依据《1977年国际紧急经济权力法案》(简称IEEPA)作出的最大胆行政权力 主张之一。裁决公布后不久,特朗普政府的律师便通知该法院他们将提起上诉。 一个由三名法官组成的小组写道:"本法院认为IEEPA并未授予如此无限的权力,并撤销依据该法案征收的、受到质疑的关税。" 上述裁决公布后,美国股指期货大幅上涨。标普500指数期货上涨1.59%,道琼斯指数期货上涨1.33%,纳斯达克指数期货上涨近2%! 【导读】美国法院宣布特朗普关税无效后,全球市场走高,韩国降息25个基点 该央行将七天回购利率下调了0.25个百分点至2.5%,并将今年的经济增长预期从2月份的预测几乎砍半,降至0.8%。这一举措主要反映了自 美国实施贸易关税以来的影响。尽管这些关税的合法性目前仍存在争议,但作为一个对外贸易高度依赖的经济体,韩国在这些关税政策全 ...
莱绅通灵连亏三年 黄金业务狂飙下的结构性隐忧
Xin Lang Zheng Quan· 2025-05-29 07:52
莱绅通灵在2024年呈现出一幅矛盾图景——营收规模大幅扩张,但亏损幅度却持续加深。2024年,莱绅 通灵实现营业收入约为12.22亿元,同比增长66.81%;对应实现归属净利润约为-1.84亿元,亏损规模进 一步加大。 公司试图通过黄金业务的高速增长扭转颓势,然而,这种"以量换价"的策略不仅未能改善盈利能力,反 而暴露出业务结构失衡、运营效率低下及现金流恶化等多重风险。本文从战略转型的局限性及管理能力 的脆弱性两个维度,解析其经营困境的本质。 总结与警示 黄金依赖症:增长幻象与盈利陷阱 莱绅通灵近年来的战略重心全面转向黄金业务,但这一转型未能实现预期效果,反而成为拖累盈利 的"负资产"。黄金业务的低毛利率属性与行业价格波动特性,导致公司收入规模扩张与利润水平严重背 离。尽管黄金品类快速占领营收主导地位,但其薄利特征稀释了整体毛利率,而钻石等高毛利传统业务 的持续萎缩,进一步削弱了利润修复的可能性。 更深层次的问题在于,黄金业务的增长过度依赖外部市场环境。国际金价剧烈波动直接影响原料采购成 本与终端消费需求,公司缺乏对黄金价格风险的对冲能力,使得业务增长与利润稳定性难以兼得。这 种"看天吃饭"的模式,暴露出公司 ...
IP经济概念盘初回调 莱绅通灵触及跌停
news flash· 2025-05-29 01:41
智通财经5月29日电,早盘莱绅通灵触及跌停,郑中设计、广博股份、明牌珠宝、曼卡龙、菜百股份、 实丰文化等快速跟跌。 IP经济概念盘初回调 莱绅通灵触及跌停 ...