机构观点 机构对西大门的关注度较低，近期无新增调研或评级变动。根据整合数据，当前机构评级以中性为主， 盈利预测显示2025年净利润同比预增6.76%，2026年预增13.67%。基金持仓方面，工银瑞信基金旗下产 品持有5.57万股，占净值比例0.15%，近期股价下跌导致浮亏，但对整体持仓影响有限。 以上内容基于公开资料整理，不构成投资建议。 经济观察网近期西大门（605155）股价出现连续下跌，成为市场关注热点。根据新浪财经报道，截至 2026年2月11日，该股连续4个交易日下跌，区间累计跌幅显著。这一波动主要受市场情绪和资金面因素 影响，但公司基本面未披露重大负面事件。 股票近期走势 西大门股价在近7天(2026年2月5日至11日)呈现下行趋势。根据内部数据库最新验证数据，截至2月11日 收盘价为19.30元，近5日累计跌幅为7.48%，区间振幅达9.54%。成交方面，2月10日成交额最高，达 1.09亿元，换手率3.01%；2月11日成交额7529.24万元，换手率2.07%。技术面显示，股价当前处于20日 布林线下轨附近，压力位21.57元，支撑位17.98元，MACD指标偏弱，短期表现弱于大盘。 ...

2月11日，西大门跌0.05%，截至发稿，报19.29元/股，成交7529.24万元，换手率2.07%，总市值36.90亿 元。西大门股价已经连续4天下跌，区间累计跌幅7.53%。 资料显示，浙江西大门新材料股份有限公司位于浙江省绍兴市柯桥区兰亭镇阮港村，成立日期1997年12 月22日，上市日期2020年12月31日，公司主营业务涉及功能性遮阳材料的研发、生产和销售。主营业务 收入构成为：成品窗帘50.84%，遮光面料19.73%，阳光面料17.69%，可调光面料8.89%，其他2.84%。 从基金十大重仓股角度 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，工银瑞信基金旗下1只基金重仓西大门。工银聚享混合A（011729）四季度持有股数5.57万 股，占基金净值比例为0.15%，位居第八大重仓股。根据测算，今日浮亏损失约557元。连续4天下跌期 间浮亏损失8.74万元。 工银聚享混合A（01172 ...

（来源：衢州日报） 转自：衢州日报 记者 郑丽芬 报道组 葛锦煕 通讯员 李可嘉 2月6日上午9点，伴随着降温降雨天气，320国道常山县白石省际交界点迎来春运返乡车流高峰。"师 傅，请打开后备箱配合检查。"在常山县公安局白石省际卡点服务驿站，民警何丰在引导各类重点车辆 进站接受安全检查。 白石省际交界点位于浙江省常山县和江西省玉山县的交界处，是出入浙江的"西大门"。每年春运，大量 在浙务工人员会选择骑车或自驾经320国道回家过年，目的地涵盖江西上饶、抚州、吉安，以及四川、 贵州等地。这条春运回家路，承载着万千家庭的团圆期盼。为筑牢省际交通安全防线，同时解决返乡人 员途中的急难愁盼事，常山县在此设立服务驿站，构建起"安全检查+志愿服务"的双重保障体系。 何丰告诉记者，目前卡点日均检查车辆1000余辆次，除了常规执法，更要当好"安全哨兵"。"遇到紧急 求助需求，我们会第一时间响应；对情况紧急、需要带道护送的车辆，我们也会及时开辟绿色通道，为 群众生命保驾护航。" 不远处的服务驿站内，几位穿着红马甲的志愿者在给过往司乘人员提供热水。"要给小孩冲奶粉，正愁 没地方接热水，就看到了这个服务点。"从浙江返回江西过年的刘先 ...

Group 1 - The core viewpoint of the news is that Xidamen's stock price has been on an upward trend, increasing by 5.32% on January 15, reaching 19.99 yuan per share, with a total market capitalization of 3.824 billion yuan [1] - Xidamen has experienced a cumulative increase of 11.98% over the past four days, indicating strong market performance [1] - The company specializes in the research, production, and sales of functional shading materials, with its main revenue sources being finished curtains (50.84%), shading fabrics (19.73%), sunlight fabrics (17.69%), adjustable light fabrics (8.89%), and others (2.84%) [1] Group 2 - Xidamen is a significant holding in the Xinhua Jinghe Mixed Fund A (024499), which holds 107,100 shares, accounting for 4.81% of the fund's net value, making it the largest position [2] - The fund has generated a floating profit of approximately 108,200 yuan today and a total of 217,400 yuan during the four-day increase [2] - The fund has a total scale of 25.1421 million yuan and has achieved a year-to-date return of 6.23%, ranking 2372 out of 8840 in its category [2] Group 3 - The fund managers of Xinhua Jinghe Mixed Fund A are Cui Tao and Huang Shengpeng, with Cui having a tenure of 2 years and 225 days and a total asset scale of 160 million yuan [3] - During Cui's tenure, the best fund return was 28.7%, while the worst was -6.1% [3] - Huang has a tenure of 1 year and 358 days, managing assets of 37.0614 million yuan, with a best return of 53.93% and a worst return of 9.03% during his tenure [3]

Core Viewpoint - The report highlights the achievements and future plans of Shijingshan District in Beijing, emphasizing urban renewal, economic growth, and social welfare improvements as part of the 14th Five-Year Plan and the upcoming 15th Five-Year Plan [1][9][19] Economic Development - The district's GDP is projected to reach 137 billion yuan, with fixed asset investment exceeding 50 billion yuan for the first time [3] - A total of 42 annual tasks were completed, and 12 key municipal projects were initiated [3] - Consumption initiatives led to the opening of 25 new stores and the issuance of 38 million yuan in consumption vouchers, stimulating over 2.7 billion yuan in consumer spending [3] Urban Renewal - The district completed 48 tasks in the latest urban renewal initiative, including the approval of historical and cultural preservation plans [4] - Significant infrastructure projects include the completion of the Apple Garden transportation hub and the opening of 89 old community areas for renovation [4] Industrial Development - The establishment of new research centers and technology hubs is expected to enhance the modern industrial system, with projected revenue growth of 18% in the digital economy sector [5] - The district aims to strengthen its position in artificial intelligence, financial services, and virtual reality industries, with expected revenues of 420 billion yuan from AI and 280 billion yuan from the sci-fi gaming sector [5] Cultural and Environmental Initiatives - Over 10,000 cultural events were held, benefiting more than 3 million people, and the cultural industry is expected to grow by 20% [6] - Environmental quality improved significantly, with 319 days of good air quality recorded [6] Social Welfare - The district has implemented 46 social welfare projects, creating over 32,000 jobs and increasing housing availability with 1,336 new affordable housing units [7] - Educational facilities were expanded, adding 2,070 new school places and enhancing elderly care services [7] Future Planning - The 15th Five-Year Plan aims to enhance urban functions, economic strength, and social governance, with a focus on sustainable development and improved living standards [10][12] - Key projects include the construction of a new exhibition town and the promotion of digital and green consumption [15][16]

Market Overview - The home goods sector increased by 0.1% on January 13, with Zhang Xiaoqin leading the gains [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Top Performers - Zhang Xiaoqin (301055) closed at 24.12, up 8.55% with a trading volume of 101,800 shares and a transaction value of 239 million yuan [1] - Xidamen (605155) closed at 18.66, up 5.13% with a trading volume of 112,300 shares and a transaction value of 207 million yuan [1] - *ST Songfa (603268) closed at 92.40, up 5.00% with a trading volume of less than 38,100 shares and a transaction value of 343 million yuan [1] Underperformers - Senying Windows (301227) closed at 37.44, down 9.98% with a trading volume of 71,600 shares and a transaction value of 276 million yuan [2] - Qu Sleep Technology (301336) closed at 56.39, down 9.92% with a trading volume of 58,900 shares and a transaction value of 342 million yuan [2] - Meike Home (600337) closed at 3.40, down 9.09% with a trading volume of 1,704,000 shares and a transaction value of 587 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 191 million yuan from institutional investors, while retail investors saw a net inflow of 57.9 million yuan [2] - The net inflow from speculative funds was 133 million yuan [2] Individual Stock Capital Flow - Yueshin Health (002162) had a net outflow of 41.6 million yuan from institutional investors, while it saw a net inflow of 37.27 million yuan from speculative funds [3] - Huaci Co. (001216) had a net inflow of 28.25 million yuan from institutional investors and a net inflow of 23.27 million yuan from speculative funds [3] - *ST Songfa (603268) had a net inflow of 19.09 million yuan from institutional investors and a net inflow of 4.87 million yuan from speculative funds [3]

Core Viewpoint - The stock price of Xidamen has shown fluctuations, with a recent increase of 2.45% on January 12, 2023, reaching 17.57 CNY per share, while the company has experienced a net outflow of funds [1][2]. Group 1: Stock Performance - Xidamen's stock price has increased by 2.15% year-to-date, but has decreased by 5.74% over the last five trading days [2]. - Over the past 20 days, the stock has risen by 7.20%, and over the past 60 days, it has increased by 12.20% [2]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of -31.436 million CNY on January 7, 2023 [2]. Group 2: Company Overview - Zhejiang Xidamen New Materials Co., Ltd. was established on December 22, 1997, and went public on December 31, 2020 [2]. - The company's main business involves the research, production, and sales of functional shading materials, with revenue composition as follows: finished curtains 50.84%, shading fabrics 19.73%, sunlight fabrics 17.69%, adjustable light fabrics 8.89%, and others 2.84% [2]. - Xidamen belongs to the light industry manufacturing sector, specifically in home products, and is associated with concepts such as smart home, QFII holdings, Belt and Road Initiative, share buybacks, and cross-border e-commerce [2]. Group 3: Financial Performance - As of September 30, 2025, Xidamen reported a revenue of 651 million CNY, representing a year-on-year growth of 10.43%, and a net profit attributable to shareholders of 87.931 million CNY, with a year-on-year increase of 1.16% [2]. - The company has distributed a total of 152 million CNY in dividends since its A-share listing, with 101 million CNY distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders has decreased by 37.40% to 8,052, while the average circulating shares per person have increased by 60.44% to 23,588 shares [2].

Core Viewpoint - Zhejiang Xidamen New Materials Co., Ltd. has completed the registration of its 2025 Restricted Stock Incentive Plan, granting a total of 3.106 million shares to 105 individuals at a price of 8.27 yuan per share, aimed at enhancing employee motivation and aligning interests with shareholders [2][5][6]. Group 1: Incentive Plan Details - The registration date for the restricted stock is January 8, 2026, with a total of 3.106 million shares registered [2][12]. - The plan was approved through a series of board meetings and internal disclosures, with no objections raised during the public announcement period [3][4]. - The stock is sourced from the company's repurchased A-shares in the secondary market [6]. Group 2: Granting and Vesting Conditions - The grant date for the restricted stock is December 9, 2025, with a total of 3.106 million shares granted to 105 individuals [5][6]. - The vesting period for the restricted stock is set for a maximum of 36 months, with a lock-up period of 12 to 24 months for the granted shares [9][10]. - The plan stipulates that if the vesting conditions are not met, the shares will be repurchased by the company at the grant price [9]. Group 3: Financial Implications - The total funds raised from the incentive plan amount to approximately 25.69 million yuan, which will be used to supplement the company's working capital [11][13]. - The impact of the stock grant on the company's financial statements will be assessed according to the relevant accounting standards, with adjustments made based on the number of shares that can be released from restrictions [13]. Group 4: Shareholder Structure - Following the completion of the stock grant registration, the total share capital of the company remains unchanged at 191,298,100 shares, and the controlling shareholder's ownership percentage remains at 57.59% [13].

Group 1 - The company, Xidamen, announced the completion of the registration process for its 2025 Restricted Stock Incentive Plan, as confirmed by the China Securities Depository and Clearing Corporation Limited Shanghai Branch [2] - The registration date for the restricted stock is set for January 8, 2026, with a total of 3.106 million shares registered [2]

Group 1 - The company emphasizes its strict compliance with the Securities Law and other regulations, maintaining a commitment to transparent operations and protecting investor rights [2] - The significant fluctuations in stock prices are attributed to a combination of market sentiment, capital flow, and industry environment, which are beyond the company's control [2] - The company will continue to focus on its core business operations and enhance its competitive strengths while improving communication with investors through compliant channels [2]