格隆汇11月12日丨海马汽车(000572.SZ)在投资者互动平台表示，公司与小鹏汽车的合作已于2021年12 月31日到期结束；随着该协议到期，双方的合作已自动终止，目前公司与小鹏汽车无其他业务关联，公 司的当前战略正聚焦于自有品牌的发展以及新能源汽车领域的开拓。 ...

Group 1 - The Hainan Free Trade Zone concept declined by 1.33%, ranking among the top declines in concept sectors as of the market close on November 11 [1] - Within the Hainan Free Trade Zone sector, notable declines were observed in Jinpan Technology, Haixia Shares, and Hainan Airlines, while seven stocks experienced price increases, with Xunlong Holdings, Hainan Ruize, and Shennong Seed Industry leading the gains at 5.99%, 2.03%, and 0.96% respectively [1][2] - The Hainan Free Trade Zone sector saw a net outflow of 1.329 billion yuan in principal funds, with 22 stocks experiencing net outflows, and nine stocks seeing outflows exceeding 50 million yuan [2] Group 2 - The top net outflow stocks in the Hainan Free Trade Zone included Jinpan Technology with a net outflow of 288.45 million yuan, followed by Haima Automobile, Haixia Shares, and Hainan Airlines with net outflows of 201.44 million yuan, 152.72 million yuan, and 74.06 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included Xunlong Holdings, Caesar Travel, and *ST Yedao, with net inflows of 40.82 million yuan, 12.67 million yuan, and 0.48 million yuan respectively [2][3]

Market Overview - The passenger car sector experienced a decline of 1.43% on November 11, with Seres leading the drop [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Individual Stock Performance - Changan Automobile closed at 12.28, down 0.49% with a trading volume of 500,100 shares and a turnover of 614 million yuan [1] - GAC Group closed at 7.87, down 0.63% with a trading volume of 313,800 shares and a turnover of 247 million yuan [1] - BYD closed at 98.71, down 0.68% with a trading volume of 319,900 shares and a turnover of 3.161 billion yuan [1] - SAIC Motor closed at 15.90, down 1.12% with a trading volume of 387,400 shares and a turnover of 618 million yuan [1] - Great Wall Motors closed at 23.39, down 1.43% with a trading volume of 197,900 shares and a turnover of 464 million yuan [1] - Haima Automobile closed at 9.95, down 1.97% with a trading volume of 5,272,500 shares and a turnover of 5.352 billion yuan [1] - BAIC Blue Valley closed at 7.92, down 2.10% with a trading volume of 1,067,000 shares and a turnover of 847 million yuan [1] - Seres closed at 133.84, down 3.47% with a trading volume of 351,600 shares and a turnover of 4.75 billion yuan [1] Capital Flow Analysis - The passenger car sector saw a net outflow of 2.048 billion yuan from institutional investors, while retail investors had a net inflow of 1.411 billion yuan [1] - Among individual stocks, Great Wall Motors had a net inflow of 37.614 million yuan from institutional investors, while GAC Group saw a net outflow of 8.811 million yuan [2] - BYD experienced a net outflow of 4.35 billion yuan from institutional investors, with retail investors contributing a net inflow of 303 million yuan [2] - Seres faced a significant net outflow of 1.029 billion yuan from institutional investors, while retail investors had a net inflow of 630 million yuan [2]

11月11日，海马汽车盘中上涨2.56%，截至09:35，报10.41元/股，成交13.45亿元，换手率8.15%，总市 值171.21亿元。 分红方面，海马汽车A股上市后累计派现1.53亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，海马汽车十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2531.85万股，相比上期增加942.38万股。 责任编辑：小浪快报 资料显示，海马汽车股份有限公司位于海南省海口市金盘工业区金盘路12-8号，成立日期1993年1月26 日，上市日期1994年8月8日，公司主营业务涉及汽车及动力总成的研发、制造、销售及服务。主营业务 收入构成为：汽车产品93.47%，其他6.53%。 海马汽车所属申万行业为：汽车-乘用车-综合乘用车。所属概念板块包括：海南自贸区、龙虎榜热门、 太阳能、氢能源、充电桩等。 截至10月31日，海马汽车股东户数10.19万，较上期减少12.19%；人均流通股16119股，较上期增加 13.88%。2025年1月-9月，海马汽车实现营业收入12.74亿元，同比增长17.53%；归母净利润-7443.71万 元，同比减少 ...

Market Overview - On November 10, the trading volume of the Shanghai and Shenzhen stock markets reached 2.17 trillion yuan, an increase of 175.4 billion yuan compared to the previous trading day [1] - Sectors such as consumer goods, fluorine chemicals, lithium batteries, and cultivated diamonds saw significant gains, while shipbuilding and robotics sectors experienced declines [1] Stock Performance - Notable stocks included *ST Dongyi, which rose by 5.02% to 15.26 yuan, and ST Zhongtong, which increased by 4.97% to 9.71 yuan, both benefiting from restructuring and real estate developments [2] - Moen Electric surged by 10.03% to 11.41 yuan, driven by developments in power grid equipment and a production base in Thailand [2] - Yingxin Development saw a 10.13% increase to 3.48 yuan, linked to a proposed acquisition in the semiconductor sector [2] Trading Dynamics - The top three net purchases on the daily leaderboard were Wanrun Technology, Yingxin Development, and Jiugui Liquor, with net purchases of 195 million yuan, 172 million yuan, and 150 million yuan, respectively [5] - Conversely, the top three net sales were Xinquan Co., Haima Automobile, and Geer Software, with net sales of 361 million yuan, 195 million yuan, and 173 million yuan, respectively [6] Sector Insights - Wanrun Technology reported a significant revenue increase of 444.58% year-on-year, with a focus on storage chips and LED lighting [9] - Tianji Co. is experiencing a surge in demand for lithium hexafluorophosphate, with Q3 shipments exceeding 10,000 tons and plans for production ramp-up [12] - Newquan Co. faced a decline in net profit by 9.19% year-on-year, attributed to the downturn in Tesla-related stocks and a lack of immediate catalysts [16] Institutional Activity - Institutional net purchases were led by Wanrun Technology, Tianji Co., and Yingxin Development, with net purchases of 131 million yuan, 122 million yuan, and 55.67 million yuan, respectively [7] - The largest net sales by institutional investors were recorded for Xinquan Co., Zhejiang Rongtai, and Jerey Co., totaling 333 million yuan, 282 million yuan, and 139 million yuan, respectively [8]

Core Viewpoint - Haima Automobile's management and employees are committed to making every effort to improve the company's operational situation and deliver better performance to investors [2] Company Summary - Haima Automobile responded to investor inquiries on November 10, indicating a strong commitment from the management team and all employees to turn around the company's business performance [2]

沪指11月10日上涨0.53%，申万所属行业中，今日上涨的有23个，涨幅居前的行业为美容护理、食品饮 料，涨幅分别为3.60%、3.22%。跌幅居前的行业为电力设备、机械设备，跌幅分别为1.09%、0.71%。 汽车行业今日下跌0.47%。 资金面上看，两市主力资金全天净流出314.27亿元，今日有14个行业主力资金净流入，食品饮料行业主 力资金净流入规模居首，该行业今日上涨3.22%，全天净流入资金40.79亿元，其次是商贸零售行业，日 涨幅为2.69%，净流入资金为22.41亿元。 主力资金净流出的行业有17个，电子行业主力资金净流出规模居首，全天净流出资金96.00亿元，其次 是电力设备行业，净流出资金为90.87亿元，净流出资金较多的还有汽车、机械设备、计算机等行业。 汽车行业今日下跌0.47%，全天主力资金净流出45.85亿元，该行业所属的个股共281只，今日上涨的有 108只；下跌的有167只，跌停的有2只。以资金流向数据进行统计，该行业资金净流入的个股有78只， 其中，净流入资金超5000万元的有6只，净流入资金居首的是比亚迪，今日净流入资金4.93亿元，紧随 其后的是长城汽车、模塑科技，净流入 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002594 | 比亚迪 | 5.87 Z | 10.64% | -3.42 Z | -6.21% | -2.44/Z | -4.43% | | 601633 长城汽车 | | 1.00 Z | 11.29% | -1270.20万 | -1.43% | -8768.60万 | -9.86% | | 000625 长安汽车 | | 790.08万 | 1.09% | -4452.22万 | -6.12% | - 3662.14万 | 5.04% | | 601238 广汽集团 | | -2803.16万 | -6.61% | 1282.73万 | 3.03% | 1520.43万 | 3.59% | | 600733 北汽蓝谷 | | -4527.24万 | -6.50% | -327.23万 | -0.47% | 4854.47万 | 6.97% | | 60010 ...

Core Viewpoint - Haima Automobile (000572.SZ) continues its upward trend with a 2.53% increase today, following six consecutive trading days of hitting the upper limit [1] Trading Activity Summary - The turnover rate for Haima Automobile reached 40.28%, with a total transaction value of 7.007 billion [1] - The net selling by the Shenzhen Stock Connect amounted to 187 million, with purchases of 305 million and sales of 491 million [1] - Notable buying activity was observed from the "Chengdu" and "City Management" trading groups, with net purchases of 80.57 million and 81.65 million respectively [1] Top Trading Firms - The top buying firms included: - Shenzhen Stock Connect: 304.55 million (4.35% of total transactions) - Guotai Junan Securities, Chengdu Branch: 94.04 million (1.34%) - Guolian Minsheng Securities, Ningbo Branch: 88.99 million (1.27%) [1] - The top selling firms included: - Shenzhen Stock Connect: 304.55 million (4.35%) - Kaiyuan Securities, Xi'an Branch: 4.83 million (0.07%) - Zheshang Securities, Hangzhou Branch: 0.37 million (0.01%) [1]

Group 1 - Hainan sector opened lower but rebounded, with Hainan Mining and Haima Automobile both hitting the daily limit up [1] - Hainan Airlines Group rose over 8%, indicating strong performance in the sector [1] - Other stocks such as Caesar Travel, Ronniu Mountain, Shennong Seed Industry, Hainan Pharmaceutical, Hainan Ruize, Hainan Rubber, and Kangzhi Pharmaceutical also experienced gains [1]