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机构预测净利大增超10倍的周期股,10股上榜
Zheng Quan Shi Bao· 2026-01-21 07:43
Group 1: Market Trends - The cyclical sectors, including basic chemicals, petroleum and petrochemicals, and building materials, have seen significant gains, with increases exceeding 3% as of January 20 [1] - On January 21, cyclical sectors continued to rise, with non-ferrous metals up over 1%, and steel, automotive, petroleum and petrochemicals, and basic chemicals all recording positive performance [1] - The National Development and Reform Commission's deputy director indicated a commitment to implement policies to support reasonable price recovery, which may drive market sentiment [1] Group 2: Investment Opportunities - Ten stocks in cyclical sectors are predicted to see net profit growth of tenfold by 2026, with the highest growth forecasted for Zhongzi Technology at over 51 times this year [2] - Tianyin Holdings is expected to achieve a net profit growth of over 42 times, benefiting from the AI replacement trend and national subsidies [2] - Delong Laser is projected to see a 36-fold increase in net profit, focusing on high-end industrial laser processing equipment [2] Group 3: Company Specifics - Ganfeng Lithium, with eight institutional ratings, is a leading lithium producer, planning to achieve an annual production capacity of no less than 600,000 tons of lithium products by 2030 [3] - Yujing Co., with six institutional ratings, specializes in processing equipment for hard materials and is expected to benefit from upgrades in the consumer electronics industry and expansion in the photovoltaic sector [3]
酒便利控股股东变更:天音控股旗下投资机构正式入主
Nan Fang Du Shi Bao· 2026-01-20 13:49
Group 1 - The core point of the article is that the controlling stake of Jiu Bian Li has been auctioned and transferred to a new controlling party, Chuang Dong Fang Hua Ke, which now holds 51% of the shares [1][2] - The auction of 38,312,119 shares previously held by Henan Qiao Hua was completed on January 16, with the final transaction price being approximately 68.4 million yuan, while the estimated value of the shares was around 95.9 million yuan [2] - Chuang Dong Fang Hua Ke is a partnership initiated by Tianyin Communication, a wholly-owned subsidiary of Tianyin Holdings, and has a history of investments in the liquor distribution sector [2][3] Group 2 - The new controlling shareholder is expected to leverage Jiu Bian Li's national distribution network to expand into high-potential fast-moving consumer goods [3] - There is speculation in the industry that the new controlling party may merge Jiu Bian Li with its existing investment, Jiu Kuai Dao, to enhance competitiveness in the liquor distribution market [3][4] - Jiu Bian Li has established over 300 stores across more than ten provinces and cities, accumulating over 6 million members, while Jiu Kuai Dao operates over 500 stores in more than 20 provinces [3]
专业连锁板块1月20日跌1.06%,孩子王领跌,主力资金净流入2612.32万元
Market Overview - The professional chain sector experienced a decline of 1.06% on January 20, with Kid King leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Doctor Glass (300622) saw a closing price of 34.73, with an increase of 2.66% and a trading volume of 319,100 shares, amounting to 1.104 billion yuan [1] - Aishide (002416) closed at 13.32, up 1.60%, with a trading volume of 342,700 shares, totaling 459 million yuan [1] - Huazhi Wine (300755) closed at 17.09, down 0.29%, with a trading volume of 29,800 shares, amounting to 50.8794 million yuan [1] - Tianyin Holdings (000829) closed at 10.52, down 0.94%, with a trading volume of 300,500 shares, totaling 318 million yuan [1] - Jifeng Technology (300022) closed at 8.57, down 1.38%, with a trading volume of 130,400 shares, amounting to 112 million yuan [1] - Aiyingshi (603214) closed at 17.79, down 3.68%, with a trading volume of 87,000 shares, totaling 156 million yuan [1] - Kid King (301078) closed at 11.10, down 5.21%, with a trading volume of 906,400 shares, amounting to 1.023 billion yuan [1] Capital Flow - The professional chain sector saw a net inflow of 26.1232 million yuan from institutional investors, while retail investors experienced a net outflow of 188 million yuan [1] - The capital flow for individual stocks indicates that Doctor Glass had a net inflow of 107 million yuan from institutional investors, representing 9.68% of its total [2] - Aishide had a net inflow of 37.4699 million yuan from institutional investors, accounting for 8.16% [2] - Kid King experienced a net outflow of 102 million yuan from institutional investors, representing 9.97% [2]
专业连锁板块1月19日涨0.49%,孩子王领涨,主力资金净流入4710.38万元
Core Viewpoint - The professional chain sector experienced a slight increase of 0.49% on January 19, with Kid King leading the gains, while the Shanghai Composite Index rose by 0.29% and the Shenzhen Component Index increased by 0.09% [1] Group 1: Market Performance - The closing price of Kid King was 11.71, reflecting a rise of 3.45% with a trading volume of 810,000 shares and a transaction value of 92.36 million [1] - Aiyingshi closed at 18.47, up by 2.90%, with a trading volume of 102,800 shares and a transaction value of 18.5 million [1] - Huazhi Wine's closing price was 17.14, showing an increase of 0.82% with a trading volume of 33,700 shares and a transaction value of 57.70 million [1] - Tianyin Holdings closed at 10.62, up by 0.38%, with a trading volume of 256,600 shares and a transaction value of 271 million [1] - Jifeng Technology closed at 8.69, reflecting a rise of 0.23% with a trading volume of 204,400 shares and a transaction value of 176 million [1] - Boshiyanjing closed at 33.83, down by 1.26%, with a trading volume of 172,800 shares and a transaction value of 589 million [1] - Aishide closed at 13.11, down by 1.87%, with a trading volume of 275,000 shares and a transaction value of 36.2 million [1] Group 2: Capital Flow - The professional chain sector saw a net inflow of 47.10 million from main funds, while retail investors experienced a net outflow of 70.20 million [1] - Kid King had a main fund net inflow of 97.03 million, accounting for 10.51% of the total, while retail investors had a net outflow of 91.11 million, representing -9.87% [2] - Tianyin Holdings recorded a main fund net inflow of 8.36 million, with retail investors experiencing a net outflow of 27.91 million [2] - Jifeng Technology had a main fund net inflow of 7.14 million, while retail investors saw a net outflow of 4.01 million [2] - Aiyingshi experienced a slight main fund net outflow of 0.08 million, with retail investors having a net inflow of 0.87 million [2] - Huazhi Wine had a main fund net outflow of 1.95 million, with retail investors experiencing a net outflow of 1.94 million [2] - Boshiyanjing faced a significant main fund net outflow of 23.56 million, while retail investors had a net inflow of 7.51 million [2] - Aishide had a main fund net outflow of 39.83 million, with retail investors seeing a net inflow of 38.36 million [2]
天音通信控股股份有限公司 第九届董事会第四十三次会议决议 公 告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券简称:天音控股 证券代码:000829 公告编号:2026-001号 天音通信控股股份有限公司 第九届董事会第四十三次会议决议 公 告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 天音通信控股股份有限公司(以下简称"公司")第九届董事会第四十三次会议于2026年1月13日以通讯 方式召开。会议通知于2026年1月8日以邮件方式发送至全体董事。应出席会议的董事9人,实际出席会 议的董事9人。公司同时将会议审议事项内容告知公司监事及高管人员。本次会议的通知、召开以及参 会董事人数均符合《公司法》和《公司章程》的有关规定,本次会议审议通过了如下议案: 一、审议通过《关于2026年度日常关联交易预计的议案》 根据公司业务发展需要及实际情况,同意公司预计与联合利丰供应链股份有限公司的年度日常关联交易 合计550,000万元。详见公司于2026年1月14日刊登在《中国证券报》、《证券时报》和巨潮资讯网 (http://www.cninfo.com.cn)上的《关于日常关联交易预计的公告》(公告编号:2026-002 ...
天音控股:第九届董事会第四十三次会议决议公告
Core Viewpoint - Tianyin Holdings announced the approval of several proposals during the 43rd meeting of its 9th Board of Directors, including expected daily related transactions for 2026 and plans for a specific stock issuance [1] Group 1 - The company approved the proposal regarding the expected daily related transactions for the year 2026 [1] - The company authorized the issuance of stocks to specific targets [1] - The establishment of a special account for raising funds through the issuance of stocks to specific targets was also approved [1]
天音控股(000829) - 2026年第一次独立董事专门会议的审核意见
2026-01-13 11:31
天音通信控股股份有限公司 2026 年第一次独立董事专门会议的审核意见 天音通信控股股份有限公司(以下简称"公司")于 2026 年 1 月 12 日召开 2026 年第一次独立董事专门会议,根据《中华人民共和国公司法》《上市公司独 立董事管理办法》等法律法规以及《公司章程》的有关规定,作为公司独立董事, 我们本着对公司、全体股东及投资者负责的态度,基于独立判断的立场,对公司 第九届董事会第四十三次会议相关事项进行了审议并发表以下意见: 经审议,我们认为本次公司向特定对象发行股票的相关授权符合《公司法》 《证券法》《上市公司证券发行注册管理办法》等法律、法规和规范性文件的规 定,不存在损害公司及全体股东特别是中小股东利益的行为。我们一致同意该议 案,并同意将该议案提交公司第九届董事会第四十三次会议审议。 三、《关于设立向特定对象发行股票募集资金专项账户的议案》的审核意 见 经审议,我们认为本次设立向特定对象发行股票募集资金专项账户的事项符 合《公司法》《证券法》《上市公司证券发行注册管理办法》等法律、法规和规范 性文件的规定,不存在损害公司及全体股东特别是中小股东利益的行为。我们一 致同意该议案,并同意将该议 ...
天音控股(000829) - 关于日常关联交易预计的公告
2026-01-13 11:30
证券简称:天音控股 证券代码:000829 公告编号:2026-002 号 天音通信控股股份有限公司 关于日常关联交易预计的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 一、预计日常关联交易基本情况 1、预计日常关联交易概述 经天音通信控股股份有限公司(以下简称"公司")第九届董事会第四十三 次会议审议通过,公司及子公司预计 2026 年度向关联方联合利丰供应链股份有 限公司(以下简称"联合利丰")及其下属子公司发生采购商品及提供劳务,预 计日常关联交易合计 550,000 万元。 天联智算(深圳)科技有限公司(以下简称"天联智算")合资公司成立前, 联合利丰不属于公司关联方。 上述日常关联交易履行以下审议程序: (1)2026 年 1 月 13 日,公司第九届董事会第四十三次会议审议通过了《关 于 2026 年度日常关联交易预计的议案》; (2)由于本议案涉及关联交易,关联董事黄绍文先生回避表决,表决结果: 赞成 8 票,反对 0 票,弃权 0 票,经核查表决程序符合《公司法》及《公司章程》 规定; (3)本议案尚需提交公司股东会审议; (4)本议案 ...
天音控股(000829) - 关于召开2026年第一次临时股东会的通知
2026-01-13 11:30
证券简称:天音控股 证券代码:000829 公告编号:2026-003 号 天音通信控股股份有限公司 关于召开2026年第一次临时股东会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 一、召开会议的基本情况 1、股东会届次:2026 年第一次临时股东会 2、股东会召集人:公司董事会 3、会议召开的合法、合规性:董事会召集、召开本次股东会符合《公司法》 《证券法》《深圳证券交易所股票上市规则》等有关法律、行政法规、部门规章、 规范性文件以及《公司章程》的规定。 4、会议召开的日期和时间: 现场会议召开时间:2026 年 1 月 30 日(星期五)下午 13:30 网络投票时间:2026 年 1 月 30 日。其中,通过深圳证券交易所交易系统进 行网络投票的具体时间为:2026 年 1 月 30 日 9:15-9:25,9:30-11:30 和 13:00-15:00; 通过深圳证券交易所互联网投票的具体时间为:2026 年 1 月 30 日 9:15 至 15:00。 5、会议召开方式:现场投票结合网络投票表决。公司将通过深圳证券交易 所交易系统和互联网 ...
天音控股(000829) - 第九届董事会第四十三次决议公告
2026-01-13 11:30
天音通信控股股份有限公司 证券简称:天音控股 证券代码:000829 公告编号:2026-001 号 本议案已经公司第九届董事会2026年第一次独立董事专门会议及2026年第 一次审计委员会审议通过。 根据公司业务发展需要及实际情况,同意公司预计与联合利丰供应链股份有 限公司的年度日常关联交易合计550,000万元。详见公司于2026年1月14日刊登在 《中国证券报》、《证券时报》和巨潮资讯网(http://www.cninfo.com.cn)上的 《关于日常关联交易预计的公告》(公告编号:2026-002)。 关联董事黄绍文回避对此内容的表决。 天音通信控股股份有限公司(以下简称"公司")第九届董事会第四十三次会 议于 2026 年 1 月 13 日以通讯方式召开。会议通知于 2026 年 1 月 8 日以邮件方 式发送至全体董事。应出席会议的董事 9 人,实际出席会议的董事 9 人。公司同 时将会议审议事项内容告知公司监事及高管人员。本次会议的通知、召开以及参 会董事人数均符合《公司法》和《公司章程》的有关规定,本次会议审议通过了 如下议案: 一、审议通过《关于 2026 年度日常关联交易预计的议案》 表 ...