Jiangsu HSC New Energy Materials (688353)
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龙虎榜丨机构今日买入这11股 卖出潍柴动力1.43亿元





Di Yi Cai Jing· 2025-11-06 09:41
Core Insights - On November 6, a total of 37 stocks were involved with institutional investors, with 11 stocks showing net buying and 26 stocks showing net selling [1] Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were Huasheng Lithium (2.22 billion), Haike Xinyuan (1.76 billion), and Shun Steel Co. (752.1 million) [1][2] - Huasheng Lithium experienced a price increase of 20.00%, while Haike Xinyuan and Shun Steel Co. saw increases of 16.23% and 9.95% respectively [2] Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were Weichai Power (1.43 billion), Daming Electronics (1.05 billion), and Dawei Co. (904.5 million) [1][3] - Weichai Power had a price increase of 10.01%, while Daming Electronics saw a significant increase of 413.55% despite the net selling [3]
龙虎榜丨机构今日买入这11股,卖出潍柴动力1.43亿元
Di Yi Cai Jing· 2025-11-06 09:32
Group 1 - On November 6, a total of 37 stocks were involved with institutional investors, with 11 stocks showing net buying and 26 stocks showing net selling [1] - The top three stocks with net buying by institutions were Huasheng Lithium, Haike New Source, and Shun Sodium, with net buying amounts of 222 million, 176 million, and 75.21 million respectively [1] - The top three stocks with net selling by institutions were Weichai Power, Daming Electronics, and Dawei Shares, with net outflow amounts of 143 million, 105 million, and 90.45 million respectively [1] Group 2 - The stock "Don't Plug In" had a daily increase of 20.00% with a net buying amount of 222.12 million [2] - "Australia New Source" increased by 16.23% with a net buying amount of 175.83 million [2] - "Shun Steel Shares" rose by 9.95% with a net buying amount of 75.21 million [2] Group 3 - "Weichai Power" had a net outflow of 1.43 billion, with a daily increase of 10.01% [3] - "Daming Electronics" experienced a net outflow of 1.05 billion, with a significant daily increase of 413.55% [3] - "Dawei Shares" had a net outflow of 90.45 million, with a daily increase of 1.34% [3]
电池板块11月6日涨1.39%,华盛锂电领涨,主力资金净流出11.11亿元
Zheng Xing Xing Ye Ri Bao· 2025-11-06 08:50
Market Overview - The battery sector increased by 1.39% on the previous trading day, with Huasheng Lithium leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Top Gainers in the Battery Sector - Notable gainers included: - Company with code 688353, closing at 65.04, up 20.00% with a trading volume of 187,500 shares and a transaction value of 1.152 billion [1] - Haike Xina (301292) closed at 38.45, up 16.23% with a trading volume of 417,200 shares and a transaction value of 1.531 billion [1] - Yishitong (688733) closed at 34.00, up 10.57% with a trading volume of 261,300 shares and a transaction value of 880 million [1] Top Losers in the Battery Sector - Key losers included: - Kun Technology (920152) closed at 26.21, down 7.06% with a trading volume of 48,500 shares and a transaction value of 132 million [2] - Lijia Technology (920237) closed at 28.28, down 4.91% with a trading volume of 42,200 shares and a transaction value of 122 million [2] - Yema Battery (605378) closed at 25.48, down 4.07% with a trading volume of 127,800 shares and a transaction value of 328 million [2] Capital Flow Analysis - The battery sector experienced a net outflow of 1.111 billion from institutional investors, while retail investors saw a net inflow of 1.113 billion [2][3] - Notable capital flows included: - Ningde Times (300750) had a net inflow of 624 million from institutional investors, but a net outflow of 199 million from retail investors [3] - Tongguan Copper Foil (301217) saw a net inflow of 209 million from institutional investors, with a net outflow of 241 million from retail investors [3]
华盛锂电:公司股票价格短期波动幅度较大
Xin Lang Cai Jing· 2025-11-06 08:48
华盛锂电公告,江苏华盛锂电材料股份有限公司股票交易价格连续三个交易日内收盘价格涨幅偏离值累 计达到30%。根据《上海证券交易所交易规则》《上海证券交易所科创板股票异常交易实时监控细则》 的有关规定,属于股票交易异常波动的情形。经公司自查,并向控股股东及实际控制人核实,截至本公 告披露日,公司及控股股东、实际控制人不存在应披露而未披露的重大信息。公司股票价格短期波动幅 度较大,敬请广大投资者注意二级市场交易风险,理性决策,审慎投资。 ...
锂电算力集体走强,华盛锂电20cm涨停,重庆建工直线封板
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-06 08:15
Market Performance - The A-share market experienced a strong upward trend on November 6, with the Shanghai Composite Index rising nearly 1% to reclaim the 4000-point mark, closing at 4007.76, up 0.97% [1][2] - The Shenzhen Component Index increased by 1.73% to 13452.42, while the ChiNext Index rose by 1.84% to 3224.62 [2] Sector Performance - The phosphate chemical, semiconductor, and CPO sectors showed significant gains, while sectors such as Hainan, film and television, tourism, and hotels faced declines [3] Local Stocks - Local stocks in Chongqing surged in the afternoon, with Chongqing Construction reaching the daily limit, and other stocks like Yudai Development and Chongqing Road and Bridge also seeing substantial increases [5] Lithium Battery and Storage Chip Trends - The lithium battery sector continued to strengthen, driven by a surge in demand for energy storage batteries, with several companies reporting positive revenue growth in Q3 [10] - Among 10 representative lithium battery companies, 7 reported revenue growth, and 7 also saw positive net profit growth [10] - The storage chip market is experiencing a price increase, with SK Hynix confirming a price of approximately $560 for HBM4, which is over 50% higher than the current HBM3E price [11] - The overall storage chip market is entering a new upcycle, with significant demand for memory capacity driven by large model training and inference [11]
锂电算力集体走强,华盛锂电20cm涨停,重庆建工直线封板
21世纪经济报道· 2025-11-06 08:05
Market Overview - On November 6, the A-share market showed a strong upward trend, with the Shanghai Composite Index rising nearly 1% to reclaim the 4000-point mark. The Shanghai Composite Index increased by 0.97%, the Shenzhen Component Index rose by 1.73%, and the ChiNext Index gained 1.84%. The total market turnover reached 2.08 trillion yuan, with nearly 2900 stocks rising [1]. Sector Performance - The sectors that performed well included phosphate chemicals, semiconductors, and CPO, while sectors such as Hainan, film and television, tourism, and hotels saw declines [2]. Local Stock Surge - Local stocks in Chongqing experienced a significant surge in the afternoon, with Chongqing Construction reaching the daily limit. Other stocks like Yudai Development and Chongqing Road and Bridge also hit the daily limit [2]. Lithium Battery and Storage Chip Strength - The lithium battery sector continued to strengthen, with companies like Huasheng Lithium Battery hitting the daily limit and Haike New Source rising over 16%. The storage chip and CPO sectors also saw gains, with stocks like Changguang Huaxin and Demingli reaching the daily limit. The current boom in the lithium battery sector is driven by a surge in demand for energy storage batteries, both domestically and internationally [4][5]. Financial Performance of Lithium Battery Companies - Among 10 representative lithium battery companies, 7 reported positive revenue growth and 7 achieved positive net profit growth in the first three quarters. The third quarter of this year marked a turning point for many battery companies, with capacity utilization rates soaring and a short-term "chip shortage" situation expected to persist [5][6]. Key Financial Data - Notable financial figures for selected companies include: - CATL: Revenue of 283.07 billion yuan, net profit of 49.03 billion yuan, with a year-to-date increase of 46.54% [6]. - EVE Energy: Revenue of 45 billion yuan, net profit of 2.82 billion yuan, with a year-to-date increase of 72.07% [6]. - A total of 7 companies reported significant growth in net profit, with some experiencing over 500% growth [6]. Storage Chip Price Surge - The storage chip market is experiencing a price surge, with SK Hynix confirming a price of approximately $560 for HBM4, which is over 50% higher than the current HBM3E price. This price increase is part of a broader trend, as Samsung Electronics has also paused its DDR5 DRAM contract pricing, leading to a 25% increase in DDR5 spot prices within a week. Analysts predict that the price of DDR5 could rise by 30%-50% in the upcoming quarter due to supply constraints [7].
华盛锂电涨停 5只科创板股涨超10%
Zheng Quan Shi Bao Wang· 2025-11-06 03:54
10月27日公司发布的三季报数据显示,前三季公司共实现营业收入5.39亿元,同比增长62.29%,实现净 利润-1.03亿元,同比增长21.81%。(数据宝) 11月6日盘中科创板股华盛锂电涨停,截至11:23,股价报65.04元,成交8.20亿元,换手率11.44%,振幅 16.99%。 (文章来源:证券时报网) 资金面上,华盛锂电上一交易日主力资金净流入1.13亿元,近5日净流入1.15亿元。 融资融券数据显示,该股最新(11月5日)两融余额为2.10亿元,其中,融资余额为2.10亿元,较上一个 交易日增加4058.10万元,增幅为23.94%;近10日两融余额合计增加3365.49万元,增幅为19.08%,其间 融资余额增长19.08%。 科创板个股中,截至发稿上涨的共有387只,涨幅在10%以上的共有5只,涨幅较高的有长光华芯、华盛 锂电、隆达股份等,分别上涨20.00%、20.00%、15.00%,下跌的有197只,跌幅较大的有航天宏图、福 昕软件、禾元生物-U,分别下跌12.63%、7.69%、5.99%。 ...
华盛锂电股价涨5.42%,圆信永丰基金旗下1只基金重仓,持有49.76万股浮盈赚取137.84万元
Xin Lang Cai Jing· 2025-11-05 03:48
Group 1 - The core point of the news is that Huasheng Lithium Battery has seen a stock price increase of 5.42%, reaching 53.90 CNY per share, with a trading volume of 471 million CNY and a turnover rate of 7.57%, resulting in a total market capitalization of 8.597 billion CNY [1] - Huasheng Lithium Battery, established on August 4, 1997, focuses on the research, production, and sales of lithium battery electrolyte additives, with its main business revenue composition being 67.54% from VC, 27.01% from FEC, and 5.44% from other sources [1] Group 2 - From the perspective of fund holdings, a fund under Yuanxin Yongfeng has a significant position in Huasheng Lithium Battery, holding 497,600 shares, which accounts for 5.15% of the fund's net value, making it the fourth-largest holding [2] - Yuanxin Yongfeng High-end Manufacturing A fund has achieved a year-to-date return of 38.65%, ranking 1759 out of 8150 in its category, and a one-year return of 36.24%, ranking 1731 out of 8043 [2] - The fund manager, Party Wei, has a tenure of 4 years and 41 days, with the fund's total asset size being 806 million CNY, and the best return during his tenure being 49.52% [2]
江苏华盛锂电材料股份有限公司 关于以集中竞价交易方式回购公司股份进展公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-11-04 22:56
Group 1 - The company has approved a share repurchase plan using its own funds and a loan from Agricultural Bank of China, with a total repurchase amount between RMB 50 million and RMB 100 million, and a maximum repurchase price of RMB 32.00 per share [1] - The repurchase period is set for 12 months from the date of board approval [1] Group 2 - As of October 31, 2025, the company has repurchased a total of 2,009,491 shares, representing 1.26% of the total share capital of 159,500,000 shares, with a total expenditure of RMB 42,209,528.53 [2] - The minimum repurchase price was RMB 18.34 per share, and the maximum was RMB 21.80 per share [2] Group 3 - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [3]
11月4日晚间重要公告一览
Xi Niu Cai Jing· 2025-11-04 10:21
Group 1 - Jinguang Electric won a bid for a State Grid procurement project with a total amount of 21.7976 million yuan, accounting for approximately 2.93% of the company's expected revenue for 2024 [1] - Shen Gong Co. plans to reduce its shareholding by up to 2%, equating to 340.61 million shares [2] - Guomai Culture received a government subsidy of 3.78 million yuan, representing 24.90% of its audited net profit for 2024 [2] Group 2 - Guomai Culture focuses on the development and provision of digital content operation platforms [3] - Shentong Technology's two directors plan to collectively reduce their shareholding by no more than 0.0473% [4] - Ruihua Tai intends to reduce its shareholding by up to 1%, amounting to 1.8 million shares [5] Group 3 - Guoji Automobile's wholly-owned subsidiary won a total contract project worth 809 million yuan [7] - Changcheng Technology's stock is expected to remain suspended due to potential changes in control [9] - Huabei Pharmaceutical's subsidiary received approval for a chemical raw material drug listing application [11] Group 4 - Fuyao Glass has changed its legal representative to Cao Hui [13] - Huaxi Biological plans to reduce its shareholding by up to 2%, totaling 9.6336 million shares [14] - Hopu Co. signed a procurement contract for a storage system worth 500 million yuan [15] Group 5 - ST Songfa's subsidiary plans to invest 458 million yuan in a mooring dock project [18] - Zhonghong Medical's subsidiary is expected to be selected for several centralized procurement projects [19] - Huakai Yibai's vice chairman plans to increase his shareholding by no less than 30 million yuan [20] Group 6 - Haichuang Pharmaceutical completed the first participant enrollment for a clinical trial of a drug for metabolic-associated fatty liver disease [21] - Dongfang Biological's subsidiary obtained medical device product registration certificates for multiple products [22] - Lepu Medical's rechargeable implantable deep brain stimulation system received NMPA registration approval [23] Group 7 - Changyuan Power's power generation in October decreased by 32.25% year-on-year [24] - Jinshi Yaya's diclofenac sodium sustained-release tablets passed the consistency evaluation for generic drugs [26] - Yutong Bus sold 3,040 buses in October, a decrease of 5.62% year-on-year [27] Group 8 - Far East Co. signed contracts worth 1.062 billion yuan in October [28] - Tianya Pharmaceutical's subsidiary passed the consistency evaluation for a drug [29] - Yuheng Pharmaceutical plans to resolve a debt dispute through a share transfer agreement [30] Group 9 - Hailanxin's subsidiary won a bid for a marine observation network project worth 1.097 billion yuan [31] - Huasheng Lithium plans to reduce its shareholding by up to 0.37% [33] - Maike Biological obtained product registration certificates for five new in vitro diagnostic products [34] Group 10 - Huayuan New Materials signed a strategic cooperation agreement with Taiblue New Energy [37] - Greebo's actual controller and some directors plan to collectively increase their shareholding by no less than 11.5 million yuan [39] - Yian Technology received a government subsidy of 1.1643 million yuan [41] Group 11 - Kangtai Biological's quadrivalent influenza virus vaccine has commenced Phase I clinical trials [43] - Spring Airlines received a commitment letter for a stock repurchase loan of up to 450 million yuan [45] - Foton Motor sold 8,006 new energy vehicles in October, a year-on-year increase of 98.83% [46] Group 12 - Greebo plans to transfer 100% equity of its subsidiary for 280 million yuan [48] - Siwei Liekong's director is under investigation [49] - Dingyang Technology launched a new generation of multi-channel microwave signal generator products [50] Group 13 - Jiangling Motors reported a year-on-year increase of 8.06% in vehicle sales for October [51] - Shengyi Technology plans to reduce its shareholding by up to 1.03% [52] - Dongshan Precision completed the acquisition of 100% equity of France's GMD Group for approximately 814 million yuan [53] Group 14 - Tianyang Technology plans to acquire 7.5% of Baoland's shares for 155 million yuan [54] - Alter plans to establish a joint venture company with a total investment of 672 million yuan [54] - Changchun High-tech's clinical trial application for a drug was approved [55] Group 15 - Beibu Gulf Port's cargo throughput in October increased by 22.73% year-on-year [56] - ST Zhangjiajie was ruled by the court to undergo reorganization [57] - Teda Co.'s subsidiary was selected as a supplier for an energy project in Indonesia [58]