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上纬新材的“魔幻现实”:业绩滑坡难挡15倍股价狂飙
Guo Ji Jin Rong Bao· 2025-08-05 11:58
Core Viewpoint - The stock of Upwind New Materials (688585.SH) has experienced a remarkable surge, with a year-to-date increase of 1565.65%, making it the top performer in the A-share market, and its market capitalization rising from under 3 billion to 44.6 billion yuan [1][2]. Group 1: Company Overview - Upwind New Materials was established in 2000 and is headquartered in Songjiang District, Shanghai, focusing on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, materials for wind turbine blades, and new composite materials [1]. - The company's main products include vinyl ester resin, special unsaturated polyester resin, infusion resin for wind turbine blades, and safety materials for rail transit [1]. Group 2: Stock Performance and Market Reaction - Following the announcement of a proposed acquisition by Zhiyuan Robotics for a 63.62% stake in Upwind New Materials, the stock price surged, hitting the 20% daily limit on the first trading day after the announcement [2]. - Upwind New Materials set a record for consecutive daily limit increases, achieving 11 consecutive trading days of 20% increases until the limit was finally lifted on the twelfth trading day [2]. Group 3: Financial Performance and Forecast - On August 4, Upwind New Materials released a voluntary half-year performance forecast, estimating a revenue of 784 million yuan for the first half of 2025, a 12.50% increase year-on-year, but a net profit of approximately 29.9 million yuan, a decrease of 32.91% compared to the previous year [3]. - The decline in net profit is attributed to increased overseas sales shipping costs and commissions, foreign exchange losses due to currency fluctuations, and higher testing costs for recoverable products [3].
特稿|A股火在烧!3600点山脊既越,催富行情奔涌向远方
Hua Xia Shi Bao· 2025-08-05 11:40
本报(chinatimes.net.cn)记者王兆寰 北京报道 "嗡嗡……嗡嗡……"孔芳芳的手机持续震动着,她有点看不过来短消息了。 7月23日,随着沪指突破3600点,券商营业部的客户们开始了更多咨询。"指数虽然涨到3600点了,但是 自己的持仓市值还停留在3000点,想要寻求专业的帮助。"一个客户在不停问她。 孔芳芳是国元证券北京东直门外大街营业部营销总监。按她自己的话说,近期工作"变忙了"。 7月11日,在沪指站上3500点后,她给大约800名客户发了信息,并提示客户行情在不断地向好,也给出 了原因:包括国家政策的预期在加强,提振消费、发展新质生产力的速度在加快等等。"其实就是提醒 客户,现阶段市场可以积极地看多,不适宜看空。" "信息发出之后,收到的回复并不多,可能大部分人看到也就看到了,要么不相信,要么不在意。只有 小部分仓位轻的股民会来探讨一下市场。"孔芳芳有些无奈。不过,在大盘站上3600以后,她再给这部 分人发信息时,回复的人明显多了。 流火的7月,A股经历了完美"大翻身",三大指数迭创新高,沪指连闯3500和3600整数关卡,热点板块 层出不穷,成交量不断变大。A股市场新开户数达196万户, ...
上纬新材(688585) - 上纬新材料科技股份有限公司股票交易风险提示公告
2025-08-05 11:33
证券代码:688585 证券简称:上纬新材 公告编号:2025-065 上纬新材料科技股份有限公司 股票交易风险提示公告 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、准确性和完整性依法承担法律责任。 上纬新材料科技股份有限公司(以下简称"公司"、"上纬新材")股票价 格自 2025 年 7 月 9 日至 2025 年 8 月 5 日累计上涨 1,320.05%,期间多次触及股 票交易异常波动及严重异常波动情形,如未来公司股票价格进一步上涨,公司可 能再次向上海证券交易所申请连续停牌核查,投资者参与交易可能面临较大风 险。敬请广大投资者务必充分了解二级市场交易风险,切实提高风险意识,理性 投资并注意投资风险。 一、再次申请停牌核查的风险 公司股票价格自 2025 年 7 月 9 日至 2025 年 8 月 5 日累计涨幅为 1,320.05%, 期间多次触及股票交易异常波动及严重异常波动情形,如未来公司股票价格进一 步上涨,公司可能再次向上海证券交易所申请连续停牌核查,投资者参与交易可 能面临较大风险。 二、目前公司基本面未发生重大变化,股票价格存在脱离 ...
上纬新材(688585.SH):如未来股票价格进一步上涨 公司可能再次向上交所申请连续停牌核查
智通财经网· 2025-08-05 11:25
智通财经APP讯,上纬新材(688585.SH)发布风险提示公告称,公司股票价格自2025年7月9日至2025年8 月5日累计涨幅为1,320.05%,期间多次触及股票交易异常波动及严重异常波动情形,如未来公司股票价 格进一步上涨,公司可能再次向上海证券交易所申请连续停牌核查,投资者参与交易可能面临较大风 险。 ...
上纬新材再度涨停,年内首只15倍股诞生!曾多次提醒风险
Nan Fang Du Shi Bao· 2025-08-05 11:25
8月5日,科创板上市公司上纬新材(688585.SH)在停牌核查3个交易日后复牌,开盘后股价一路飙升 至110.48元/股,单日涨幅达20%,总市值突破445.63亿元。至此,其年内累计涨幅已高达1560%,成为 2025年A股首只涨幅超15倍的"妖股"。 "10倍股"进阶为"15倍股",仅用3个交易日 消息一出,上纬新材股价连续涨停。7月9日至30日,上纬新材16个交易日已连续斩获11个"20cm"涨停 板,累计涨幅达1083%,市值从30亿元暴涨至371亿元。7月28日,上纬新材已录得10倍涨幅。而从今年 的"10倍股"进阶为"15倍股",上纬新材仅用了短短3个交易日。 市场憧憬,智元机器人借壳上市,上纬新材从传统材料商转型为"人形机器人平台",估值逻辑从化工切 换至AI赛道。 在股价暴涨期间,上纬新材股票交易换手率显著高于前期水平。7月22日至7月28日,公司股票换手率分 别为7.56%、9.50%、5.44%、5.60%、5.33%,按外部流通盘计算的换手率分别约为49%、61%、35%、 36%、34%,显著高于前期换手率水平。 基本面"拉响警报",被上交所列为重点监控对象 尽管股价高歌猛进,上纬新 ...
上纬新材:如未来股票价格进一步上涨 公司可能再次向上交所申请连续停牌核查
Zhi Tong Cai Jing· 2025-08-05 11:23
上纬新材(688585.SH)发布风险提示公告称,公司股票价格自2025年7月9日至2025年8月5日累计涨幅为 1,320.05%,期间多次触及股票交易异常波动及严重异常波动情形,如未来公司股票价格进一步上涨, 公司可能再次向上海证券交易所申请连续停牌核查,投资者参与交易可能面临较大风险。 ...
上纬新材:如未来股票价格进一步上涨 公司可能再次向上海证券交易所申请连续停牌核查
Di Yi Cai Jing· 2025-08-05 11:18
(本文来自第一财经) 上纬新材公告,公司股票价格自2025年7月9日至2025年8月5日累计上涨1320.05%,期间多次触及股票 交易异常波动及严重异常波动情形。如未来公司股票价格进一步上涨,公司可能再次向上海证券交易所 申请连续停牌核查。公司目前基本面未发生重大变化,但股票价格已严重脱离基本面。此外,公司2025 年上半年净利润较上年同期下滑,市盈率显著高于行业平均水平。 ...
上纬新材:如未来公司股票价格进一步上涨,公司可能再次申请连续停牌核查
Xin Lang Cai Jing· 2025-08-05 11:08
Core Viewpoint - The stock price of the company has experienced a significant increase of 1320.05% from July 9, 2025, to August 5, 2025, leading to multiple instances of abnormal trading fluctuations [1] Summary by Relevant Sections - Stock Price Movement - The company's stock price surged by 1320.05% during the specified period [1] - Trading Anomalies - The stock has repeatedly encountered situations of abnormal trading fluctuations and severe abnormal fluctuations [1] - Future Implications - If the stock price continues to rise, the company may apply for a continuous suspension of trading for further investigation from the Shanghai Stock Exchange [1] - Investor Awareness - Investors are urged to fully understand the risks associated with secondary market trading and to enhance their risk awareness [1]
A股五张图:很强,就是不咋看得懂
Xuan Gu Bao· 2025-08-05 10:34
Market Overview - The indices continued to rise collectively, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing up by 0.96%, 0.59%, and 0.39% respectively, with over 3900 stocks rising and more than 1300 stocks declining [4] - The micro-cap index opened high and rose by 1.2%, reaching a new historical high [5] - The total trading volume in the Shanghai and Shenzhen markets approached 1.6 trillion, showing a noticeable decrease in volume compared to previous sessions [6] eSIM Concept - The eSIM concept experienced a collective surge, with a final increase of over 7.9%, driven primarily by institutional speculation rather than significant news [11][12] - Key stocks in this sector included Rihai Intelligent, Dongxin Peace, and Chengtian Weiye, which saw significant price increases, with some hitting the daily limit [10][12] Human-like Robots - The human-like robot sector continued to show strength, with stocks such as Huami New Materials and Yuedan New Materials performing well [14] - The PEEK materials also saw gains, with stocks like Zhongxin Fluorine Materials and Xinhan New Materials hitting the daily limit [14] - The notable performer in this sector was Shuangwei New Materials, which saw a cumulative increase of over 1300% in 17 trading days [15] Solid-State Batteries - The solid-state battery sector showed localized activity, with stocks like Hongtian Co., Nandu Power, and Nord Co. experiencing gains [21] - A significant driver for the sector was a photo circulating in the market, suggesting the completion of a production line for solid-state battery electrolytes by Enjie Co., which led to a surge in its stock price [24][27] - The project is expected to have a production capacity of 1000 tons of solid-state electrolyte materials upon completion [25]
8月5日晚间重要公告一览
Xi Niu Cai Jing· 2025-08-05 10:20
Group 1 - Niuwei Co., Ltd. reported a net profit of 637 million yuan for the first half of 2025, representing a year-on-year increase of 30.47% [1] - The company achieved a total operating revenue of 3.404 billion yuan, up 19.96% year-on-year [1] - Niuwei specializes in the research, manufacturing, and sales of industrial valves [2] Group 2 - Shandong Haohua plans to acquire a 29% stake in Zhongyan Alkali Industry with a total investment of 2.32 billion yuan [2] - The company is involved in the production of soda ash and caustic soda [3] Group 3 - Dongfang Co., Ltd. announced a partnership with Dongfang Import and Export Company to develop overseas marketing business [38] - The company focuses on the research, production, and sales of light commercial vehicles and powertrains [38] Group 4 - Xinyuan Technology reported a net profit of 52.6 million yuan for the first half of 2025, a year-on-year increase of 10.70% [12] - The company achieved an operating revenue of 2.871 billion yuan, up 3.86% year-on-year [12] - Xinyuan provides one-stop custom development and production services for pharmaceutical companies and research institutions [12] Group 5 - Zhuhai Piano announced that its subsidiary won the operating rights project for the Baihuazhai scenic area, with an investment of no less than 400 million yuan over 20 years [21] - The company specializes in the research, manufacturing, and sales of pianos and digital musical instruments [21] Group 6 - Zhenghong Technology reported a sales revenue of 26.02 million yuan from pig sales in July, a year-on-year increase of 288.69% [16] - The company sold 63,000 pigs in total from January to July 2025, with a cumulative sales revenue of 109 million yuan, representing a year-on-year increase of 38.06% [16] - Zhenghong focuses on feed products and pig farming [17] Group 7 - ST Nuotai received the cGMP certification from Brazil's National Health Surveillance Agency for its production facility [15] - The company specializes in the research and development of peptide drugs and small molecule pharmaceuticals [15] Group 8 - Guizhou Moutai has repurchased a total of 3.4517 million shares, accounting for 0.2748% of its total share capital, with a total expenditure of 5.301 billion yuan [48][49] - The company is engaged in the production and sales of Moutai liquor and related products [49]