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涨停复盘:市场超3900股上涨 PEEK材料、机器人概念走强
Sou Hu Cai Jing· 2025-08-05 10:43
截至收盘,沪指涨0.96%,报3617.6点,深成指涨0.59%,报11106.96点,创业板指涨0.39%,报2343.38点,科创50指数涨0.4%,报1053.65点。沪深两市合计 成交额15960.81亿元。 PEEK材料概念股走强,中欣氟材等涨停。机器人概念活跃,北纬科技等涨停。 一、板块异动 二、涨跌停温度 | | | | 金融界股灵通复盘(8.5) | | | --- | --- | --- | --- | --- | | | 简称 | 最终封板 | 儿天儿板 | 原因 | | | | | 创新药 | | | 002915. SZ | 中欣氟材 | 11:09 | 首板涨停 | PEEK材料+氧化工+中报预增 | | 301076. SZ | 新潮新材 | 13:27 | 首板涨停 | DFBP(PEEK材料核心原料)+芳香族酮类 | | 605189. SH | 富春染织 | 14:15 | 首板涨停 | PEEK材料+印染主业+业绩改善 | | | | | 机器人 | 无人机+四足机器人+车联网+低空经济 | | 002148. SZ | 北纬科技 | 9:30 | 2天2板 | | | 0 ...
PEEK材料概念上涨4.11%,14股主力资金净流入超千万元
Group 1 - The PEEK materials concept increased by 4.11%, ranking second among concept sectors, with 32 stocks rising, including Xinhan New Materials which hit a 20% limit up [1][2] - Major gainers in the PEEK materials sector included Zhongxin Fluorine Materials, Fuchun Dyeing and Weaving, with respective increases of 12.41%, 9.71%, and 8.44% [1][2] - The sector saw a net inflow of 494 million yuan from main funds, with 20 stocks receiving net inflows, and 14 stocks exceeding 10 million yuan in net inflow [2][3] Group 2 - Zhongxin Fluorine Materials led the net inflow with 281 million yuan, followed by Xinhan New Materials and Jintian Co., with net inflows of 142 million yuan and 41.34 million yuan respectively [2][3] - The top three stocks by net inflow ratio were Zhongxin Fluorine Materials at 25.29%, Fuchun Dyeing and Weaving at 12.94%, and Hailide at 11.30% [3][4] - The trading volume and turnover rates for key stocks in the PEEK materials sector were significant, with Xinhan New Materials showing a turnover rate of 34.85% [3][4]
纺织制造板块8月5日涨0.99%,富春染织领涨,主力资金净流出6455.85万元
证券之星消息,8月5日纺织制造板块较上一交易日上涨0.99%,富春染织领涨。当日上证指数报收于 3617.6,上涨0.96%。深证成指报收于11106.96,上涨0.59%。纺织制造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) | | --- | --- | --- | --- | --- | --- | | 605189 | 里星游心 | 16.40 | 9.99% | 11.06万 | 1.76亿 | | 002042 | 华安时尚 | 4.75 | 3.71% | 57.13万 | 2.69亿 | | 300918 | 南山督尚 | 20.33 | 3.62% | 34.46万 | 6.97亿 | | 300819 | 聚杰做纤 | 27.28 | 3.61% | 10.92万 | 2.98亿 | | 600493 | 凤竹纺织 | 6.84 | 2.40% | 6.92万 | 4690.90万 | | 605055 | 迎丰股份 | 7.36 | 1.94% | 9.50万 | 6939.79万 | | 002144 | 宏达高科 | 12.51 ...
纺织制造板块8月1日涨0.34%,富春染织领涨,主力资金净流出5284.09万元
证券之星消息,8月1日纺织制造板块较上一交易日上涨0.34%,富春染织领涨。当日上证指数报收于 3559.95,下跌0.37%。深证成指报收于10991.32,下跌0.17%。纺织制造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) | | | --- | --- | --- | --- | --- | --- | --- | | 605189 | 里星游心 | 14.84 | 4.95% | 8.94万 | | 1.32亿 | | 601339 | 百隆东方 | 5.41 | 2.46% | 21.40万 | | + 1.15亿 | | 301066 | 万事利 | 16.09 | 2.22% | 6.14万 | | 9849.96万 | | 665109 | 浙文影业 | 3.92 | 2.08% | - 34.06万 | | 1.33亿 | | 603130 | 云中马 | 33.46 | 1.79% | 4.57万 | | 1.54亿 | | 002003 | 伟星股份 | 10.85 | 1.40% | 6.68万 | | 7196.90万 | | ...
纺织制造板块7月29日跌0.56%,富春染织领跌,主力资金净流出1.2亿元
证券之星消息,7月29日纺织制造板块较上一交易日下跌0.56%,富春染织领跌。当日上证指数报收于 3609.71,上涨0.33%。深证成指报收于11289.41,上涨0.64%。纺织制造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) | | --- | --- | --- | --- | --- | --- | | 605189 | 里是森心 | 14.53 | -3.77% | 8.45万 | 1.24亿 | | 603130 | 云中马 | 31.71 | -2.07% | 2.44万 | 7762.24万 | | 605055 | 迎丰股份 | 6.96 | -1.83% | 5.70万 | 3972.67万 | | 000955 | 欣龙控股 | 4.89 | -1.61% | 1 36.28万 | 1.81亿 | | 000726 | 鲁泰A | 6.86 | -1.58% | 11.10万 | 7609.04万 | | 002042 | 保安时尚 | 4.76 | -1.45% | 33.33万 | 1.59亿 | | 002003 | 伟星股 ...
7月28日晚间公告 | 中联重科中标雅下项目;聚辰股份上半年业绩创历史新高
Xuan Gu Bao· 2025-07-28 12:07
Group 1: Suspension and Resumption of Trading - Sinochem International plans to acquire 100% equity of Nantong Xingchen from Bluestar Group through share issuance, leading to the resumption of its stock trading [1] Group 2: Mergers and Acquisitions - Xuefeng Technology intends to acquire 51% equity of Shengshi Putian for 154 million yuan [2] Group 3: Investment Cooperation and Operational Status - Hengshuai Co., Ltd. has adopted harmonic magnetic field motor technology to provide customized solutions in the humanoid robot field [3] - Fuchun Dyeing and Weaving focuses on new business applications of PEEK, including semiconductor, medical devices, and lightweight solutions for humanoid robots [3] - Jingsong Intelligent is progressing as planned in the development of its first-generation wheeled humanoid robot product [3] - Annoqi's production project for 30,000 tons of dye intermediates in Yantai is expected to be operational by December 31, 2025 [3] - Fosun Pharma signed a licensing agreement with Newco for the development rights of the AR1001 drug in China [4] - Sanxiang New Materials' subsidiary Liaoning Huaxiang plans to invest no more than 300 million yuan in a zirconium-hafnium separation project [5] - Shandong Gold's Shanjin International plans to issue H-shares and apply for listing on the main board of the Hong Kong Stock Exchange [6] - Hengxin Life intends to invest 505 million yuan in the construction of a biodegradable product production base [7] - Zoomlion has won bids in ongoing projects for hydropower in Yaxi [8] - Huhua Co., Ltd. plans to raise no more than 586 million yuan through a private placement, with net proceeds allocated to various projects including the automation and information transformation of civil explosive production lines [8] Group 4: Performance Changes - WuXi AppTec's net profit for the first half of 2025 is projected to be 8.561 billion yuan, a year-on-year increase of 101.92%, with a focus on CRDMO core business [9] - Jucheng Co., Ltd. expects a net profit of 205 million yuan for the first half of 2025, a year-on-year increase of 43.5%, driven by the growing demand for DDR5 memory modules [9] - Zhongke Environmental's net profit for the first half of 2025 is projected to be 196 million yuan, a year-on-year increase of 19.83%, supported by expanded waste treatment and heating markets [9] - Zhongke Sanhuan's net profit for the first half of 2025 is expected to be 43.9931 million yuan, a year-on-year increase of 160.82% [10]
PEEK材料概念上涨3.03%,5股主力资金净流入超5000万元
Core Viewpoint - The PEEK materials sector has shown a significant increase of 3.03%, ranking fourth among concept sectors, with 29 stocks rising, led by Zhongxin Fluorine Materials which hit the daily limit, followed by Chaojie Co., Mingyang Technology, and Xinhang New Materials with increases of 12.54%, 12.00%, and 8.81% respectively [1][2]. Group 1: Sector Performance - The PEEK materials concept sector experienced a net inflow of 505 million yuan from main funds, with 21 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2][3]. - Zhongxin Fluorine Materials topped the net inflow list with 291 million yuan, followed by Guangqi Technology, Jinfat Technology, and Chaojie Co. with net inflows of 98.77 million yuan, 84.17 million yuan, and 59.86 million yuan respectively [2][3]. Group 2: Stock Performance - Zhongxin Fluorine Materials had a daily increase of 10.00% with a turnover rate of 11.50% and a net inflow ratio of 43.52% [3][4]. - Other notable performers include Guangqi Technology with a 4.42% increase and a net inflow ratio of 4.10%, and Jinfat Technology with a 6.61% increase and a net inflow ratio of 2.90% [3][4]. - Stocks with significant declines include Fuchun Dyeing and Weaving, Keda Li, and Jintian Co., with decreases of 3.02%, 1.46%, and 0.73% respectively [1][5].
聚焦于PEEK下游应用 富春染织强势进军新材料领域
Group 1 - The company is actively responding to the national strategy for new materials by establishing a wholly-owned subsidiary focused on the research and industrialization of PEEK (Polyether Ether Ketone) [2] - PEEK is a high-performance thermoplastic polymer with excellent properties such as high-temperature resistance, mechanical strength, chemical stability, and biocompatibility, making it suitable for demanding applications in industries like aerospace and medical [2] - The company plans to invest an initial capital of 50 million yuan in the new subsidiary, with potential additional funding based on industry development progress [2] Group 2 - The company, founded in 2002, is a leading producer of colored yarns in China, focusing on the research, production, and sales of colored yarns for various textile applications [3] - In the first half of the year, the company experienced a 10% increase in sales volume, with new product orders growing by over 60%, and expects a compound annual growth rate of nearly 20% in recent years [3] - The company is implementing a land exchange plan to allocate 100-150 acres for new project development while maintaining existing production capacity [3] Group 3 - The company is focusing on downstream applications of PEEK, particularly in sectors like semiconductors and medical devices, where domestic alternatives have not yet been realized [4] - The company aims to explore applications in new energy vehicles and low-altitude economy sectors, facing competition from established high-end PEEK manufacturers in Europe and the US [4] - The company is considering equity incentives for its core technical team to enhance collaboration and innovation in the new materials sector [4]
富春染织(605189) - 富春染织关于董事会完成换届选举及聘任高级管理人员、证券事务代表的公告
2025-07-25 10:15
芜湖富春染织股份有限公司 关于董事会完成换届选举及聘任高级管理人员、证券 事务代表的公告 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。 芜湖富春染织股份有限公司(以下简称"公司")于 2025 年 7 月 25 日召开 2025 年第一次临时股东大会,选举产生公司第四届董事会非独立董事 5 名、独 立董事 3 名,与公司职工代表大会选举产生的 1 名职工代表董事,共同组成公司 第四届董事会。 2025 年 7 月 25 日,公司召开第四届董事会第一次会议,选举产生公司董事 长、董事会专门委员会委员,并聘任了公司新一届高级管理人员、证券事务代表。 现将相关情况公告如下。 一、公司第四届董事会情况 根据公司 2025 年第一次临时股东大会及职工代表大会选举结果,公司第四 届董事会共有 9 名董事组成,其中非独立董事 6 名(含职工代表董事 1 名),独 立董事 3 名。具体董事会成员为:根据《公司章程》相关规定,经公司第四届董 事会第一次会议决议通过,选举产生了公司第四届董事会董事长,并同意公司第 四届董事会下设战略委员会、审计 ...
富春染织(605189) - 富春染织关于选举公司职工代表董事的公告
2025-07-25 10:15
证券代码:605189 证券简称:富春染织 公告编号:2025-054 转债代码:111005 转债简称:富春转债 芜湖富春染织股份有限公司 关于选举公司职工代表董事的公告 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。 芜湖富春染织股份有限公司(以下简称"公司")于 2025 年 7 月 25 日召开 职工代表大会,根据《中华人民共和国公司法》(以下简称《公司法》)《中华 人民共和国工会法》等相关法律法规以及《公司章程》的规定,会议民主选举程 勇先生为公司第四届董事会职工代表董事,简历详见附件。会议同时审议通过了 《职工董事选任制度》。 程勇先生符合《公司法》《公司章程》等有关法律、法规关于董事任职资格 和条件。程勇先生将与公司 2025 年第一次临时股东大会选举产生的其他 8 名董 事共同组成公司第四届董事会,任期三年。 特此公告。 芜湖富春染织股份有限公司董事会 2025 年 7 月 26 日 附件: 第四届董事会职工代表董事候选人简历 程勇先生,中国国籍,无永久境外居留权,1969 年 9 月出生,大专学历, 曾任芜湖 ...