Eastcompeace(002017)

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华信新材:公司主要向东信和平提供PVC、PETG、PC等系列产品
Mei Ri Jing Ji Xin Wen· 2025-08-06 09:04
Group 1 - The company has a significant partnership with Dongxin Peace, which is one of its major clients [2] - The company primarily supplies a range of products including PVC, PETG, and PC to Dongxin Peace [2]
华信新材(300717.SZ):主要向东信和平提供PVC、PETG、PC等系列产品
Ge Long Hui· 2025-08-06 08:51
Group 1 - Huaxin New Materials (300717.SZ) has confirmed that Dongxin Peace is one of its major clients [1] - The company primarily supplies a range of products including PVC, PETG, and PC to Dongxin Peace [1]
主力个股资金流出前20:西藏天路流出9.14亿元、恒瑞医药流出6.17亿元





Jin Rong Jie· 2025-08-06 07:02
截至8月6日午后一小时,主力资金流出前20的股票分别为:西藏天路(-9.14亿元)、恒瑞医药(-6.17 亿元)、海光信息(-5.62亿元)、东信和平(-4.96亿元)、中际旭创(-3.91亿元)、陕西煤业(-3.35 亿元)、上纬新材(-3.09亿元)、天府文旅(-2.99亿元)、福日电子(-2.89亿元)、中银证券(-2.81 亿元)、工业富联(-2.68亿元)、江淮汽车(-2.68亿元)、寒武纪-U(-2.65亿元)、翰宇药业(-2.51 亿元)、宁德时代(-2.48亿元)、山河智能(-2.45亿元)、ST华通(-2.32亿元)、兴森科技(-2.24亿 元)、中科曙光(-2.10亿元)、仕佳光子(-2.06亿元)。 本文源自:金融界 作者:金股通 ...

ETF盘中资讯|普涨!金融科技ETF(159851)冲击三连阳,拓尔思领涨6%!金融IT行业迎来新机遇,关注政策推动下的增长潜力
Sou Hu Cai Jing· 2025-08-06 06:56
8月6日,截至14时31分,金融科技表现活跃,中证金融科技主题指数上涨0.83%,成份股大面积飘红,拓尔思领涨 6.38%,东信和平上涨5.12%,星环科技-U上涨4.19%。 数据来源:沪深交易所等。 热门ETF方面,规模、流动性同类断层第一的金融科技ETF(159851)场内价格上涨0.83%,冲击日线三连阳,成交 额达3.09亿元。 风险提示:金融科技ETF被动跟踪中证金融科技主题指数,该指数基日为2014.6.30,发布日期为2017.6.22,该指数 2020-2024年年度涨跌幅分别为:10.46%、7.16%、-21.40%、10.03%、31.54%,指数成份股构成根据该指数编制规则 适时调整,其回测历史业绩不预示指数未来表现。文中指数成份股仅作展示,个股描述不作为任何形式的投资建议, 也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的该基金风险等级为R3-中风险,适宜平衡型 (C3)及以上投资者。任何在本文出现的信息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表 述等)均只作为参考,投资人须对任何自主决定的投资行为负责。另,本文中的任何观点、分析及预测不构成对阅 ...
金融科技ETF(516860)涨近1%,东信和平领涨超9%,央行等七部门联合发文,全面支持新型工业化发展
Sou Hu Cai Jing· 2025-08-06 06:44
Core Viewpoint - The financial technology sector is experiencing positive momentum, driven by supportive government policies and strong performance of related ETFs and stocks [3][4][5]. Market Performance - As of August 6, 2025, the China Securities Financial Technology Theme Index (930986) increased by 0.88%, with notable gains in constituent stocks such as Dongxin Peace (9.09%) and Chutian Long (5.41%) [3]. - The Financial Technology ETF (516860) rose by 0.84%, reaching a latest price of 1.44 yuan, and has accumulated a 2.58% increase over the past month [3]. Liquidity and Trading Activity - The Financial Technology ETF had a turnover rate of 5.45% during the trading session, with a transaction volume of 87.99 million yuan [3]. - Over the past week, the ETF averaged daily trading volume of 202 million yuan [3]. Government Support and Policy - The People's Bank of China and six other departments issued guidelines to support financial institutions in developing diversified technology financial services, increasing technology loan issuance, and enhancing investment in technology innovation bonds [3][4]. - The guidelines promote financing for emerging industries such as AI, new energy, and biomedicine, encouraging long-term investments from various financial entities [4]. Fund Performance and Metrics - The Financial Technology ETF reached a new high in size at 1.611 billion yuan and a new high in shares at 1.126 billion [5]. - The ETF recorded a net inflow of 25.64 million yuan, with a total of 325 million yuan net inflow over the past five trading days [5]. - The ETF's net value increased by 125.99% over the past year, ranking 8th out of 2,948 index equity funds [5]. Risk and Return Analysis - The ETF's Sharpe ratio for the past year is 1.76, indicating strong risk-adjusted returns [6]. - The ETF has the lowest management and custody fees among comparable funds, at 0.50% and 0.10% respectively [6]. Tracking Accuracy - The Financial Technology ETF has a tracking error of 0.044% over the past year, the highest accuracy among comparable funds [7]. - The index includes companies involved in financial technology, reflecting the overall performance of this sector [7]. Top Holdings - As of July 31, 2025, the top ten weighted stocks in the index accounted for 51.26% of the total, including companies like Dongfang Fortune and Tonghuashun [7].
今日十大热股:“妖王”上纬新材17天暴涨15倍,上交所雷霆出击,三大热门标签带飞山河智能,大疆发布机器人福日电子热爆
Sou Hu Cai Jing· 2025-08-06 02:10
Core Viewpoint - The A-share market has seen a significant increase in activity, with the Shanghai Composite Index stabilizing above 3600 points and over 3900 stocks rising, indicating a strong market sentiment approaching the previous high of the "924 market" [1] Group 1: Hot Stocks - The top ten popular stocks in the A-share market include: Shangwei New Materials, Shanhe Intelligent, Dongxin Peace, Furui Electronics, Great Wall Military Industry, Beiwai Technology, Innovation Medical, Guoji Precision, Zhongxin Fluorine Materials, and Dongjie Intelligent [1][2] - Shangwei New Materials has experienced a remarkable surge, with a 15-fold increase in stock price over 17 trading days, driven by speculation around a "backdoor listing" following the acquisition by Zhiyuan Robotics [3] - Shanhe Intelligent's stock price increase is linked to its involvement in the Yarlung Zangbo River hydropower project, which is part of a 1.2 trillion yuan infrastructure initiative, alongside its military and low-altitude economy attributes [3] Group 2: Stock Performance Drivers - Dongxin Peace's rise is attributed to its Web3.0 stablecoin payment project and eSIM technology, benefiting from favorable policies and a strong state-owned enterprise background [4] - Furui Electronics has seen an uptick due to its turnaround in performance and its role as a manufacturer for Huawei and DJI, particularly following the launch of DJI's first sweeping robot [4] - The military sector stocks, such as Great Wall Military Industry and Guoji Precision, are gaining traction due to improved industry sentiment and restructuring expectations, despite some companies facing losses [4]
商业航天产业加速,海南发射验证能力,湖南天雁军工投资前景佳!
Jin Rong Jie· 2025-08-06 01:16
Core Viewpoint - The military industry sector is experiencing a significant uptrend, with companies like Aerospace Science and Technology, Dongxin Peace, Hunan Tianyan, and Great Wall Aerospace reaching their daily price limits, indicating strong market interest and potential growth in the sector [1] Group 1: Military Industry Performance - The military sector's fundamentals are accelerating, with expectations for various catalysts, particularly order announcements, to continue to materialize in the first half of 2025 [1] - The successful launch of the Long March 12 rocket from Hainan's commercial spaceport marks a significant milestone, demonstrating the high-frequency launch capability of China's first commercial spaceport [1][2] Group 2: Commercial Aerospace Development - The commercial aerospace sector is poised for rapid development, particularly in low-altitude economy and commercial space, supported by policies, technology, and capital [2] - The satellite internet industry ecosystem is gradually taking shape, with the GW constellation having completed seven groups of satellites in orbit and the Qianfan constellation achieving five launches, resulting in a total of 90 satellites in orbit [1]
帮主郑重:8月5日龙虎榜惊现机构抢筹!三板块暗藏黄金,外资悄然锁仓
Sou Hu Cai Jing· 2025-08-05 16:38
Group 1: Communication Equipment - Dongxin Peace has a net buying amount of 207 million, indicating significant institutional interest with a turnover rate of 20.87% and a transaction volume of 1.8 billion [3] - The breakthrough in large-scale array technology by ZTE Corporation has secured its position in the 6G standard, contributing to a 1.75% increase in the communication equipment index [3] - Dongxin Peace, as a leader in smart cards, is deeply integrated with operators' 5G-A construction, with expectations of at least doubling its performance upon the commercial rollout of 6G [3] Group 2: Medical Services - Innovation Medical has a net buying amount of 200 million, with a 10% increase and a 25% turnover rate, indicating a robust exchange of shares [3] - The approval of the second-class certification for the Bolein brain-machine upper limb exoskeleton rehabilitation device is set to tap into the billion-dollar home rehabilitation market [3] - With over 380 million people aged 60 and above in China, the demand for rehabilitation services is expected to grow by 15% annually, positioning the company for long-term benefits despite a previous loss of 34.29 million [3] Group 3: Automation Equipment - Aerospace Science and Technology has seen foreign capital increase by 52.74 million, driven by two main factors: a recovery in orders and foreign exchange gains [3] - The company is projected to turn a profit of 12.27 million in 2024 after a loss of 14.6 million in 2023, indicating a clear turnaround strategy [3] - The push for smart vehicles by policy support is expected to enhance the company's valuation recovery [5] Group 4: Foreign Capital Adjustment - Zhongyida has attracted 49.68 million from the Shanghai Stock Connect, focusing on phosphate chemical production for new energy battery materials, showcasing a strong technical barrier [4] - Aerospace Science and Technology's foreign capital increase reflects a strategic focus on leading technologies in the automotive sector, with 76% of its revenue coming from overseas [4] - The national equipment update fund of 10 billion is now in place, with over 30% penetration in intelligent transformation [4]
2.07亿资金抢筹东信和平,机构狂买东杰智能丨龙虎榜
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-05 14:00
Market Overview - On August 5, the Shanghai Composite Index rose by 0.96%, the Shenzhen Component Index increased by 0.59%, and the ChiNext Index gained 0.39% [1] - A total of 48 stocks appeared on the "Dragon and Tiger List" due to significant trading activity, with the highest net inflow of funds recorded for Dongxin HePing (002017.SZ) at 207 million yuan [1][4] Stock Performance - Dongxin HePing saw a net buying amount of 207.41 million yuan, accounting for 6.69% of its total trading volume, and closed with a 10% increase and a turnover rate of 20.87% [2][4] - The stock with the highest net outflow was Shanhe Intelligent (002097.SZ), which experienced a net selling of 335 million yuan, representing 5.63% of its total trading volume, and closed up by 9.99% with a turnover rate of 34.24% [4][6] Institutional Activity - Institutions participated in 27 stocks on the Dragon and Tiger List, with a total net buying of 118 million yuan, net buying 12 stocks and net selling 15 stocks [6][12] - The stock with the highest institutional net buying was Dongjie Intelligent (300486.SZ), which closed up by 20.01% with a turnover rate of 33.66% [7] Northbound Capital - Northbound funds participated in 14 stocks on the Dragon and Tiger List, with a total net buying of 101 million yuan [10] - The highest net buying by northbound funds was also for Dongxin HePing, amounting to 93.36 million yuan, while the highest net selling was for Shanhe Intelligent at 110 million yuan [10][12] Joint Activity of Institutions and Northbound Funds - Both institutions and northbound funds jointly net bought stocks such as Aerospace Science and Technology and Yutian Guanjia, while they jointly net sold stocks including Guizhou Bailin and Shanhe Intelligent [12][14] - Discrepancies were noted in stocks like Longyang Electronics and Chenxin Pharmaceuticals, where institutions sold while northbound funds bought [12]
止跌回稳?东信和平涨停,金融科技ETF(159851)放量收复五日线!多重利好因素催化,板块或可高看一线
Xin Lang Ji Jin· 2025-08-05 12:11
数据来源:沪深交易所等。 招商证券指出,大盘与题材共振,看好金融科技方向。首先,稳定币&RWA作为金融科技明确的发展方 向之一,目前处于海内外同步推进产业渗透的阶段。临近业绩期,市场对上市公司Q2业绩关注度提 升,互金板块兼具牛市下业绩释放潜力以及稳定币/RWA题材属性,金融科技配置价值显现。 多角度把握金融科技机会,建议重点关注金融科技ETF(159851)及其联接基金(A类013477、C类 013478),标的指数全面覆盖了互联网券商、金融IT、跨境支付、AI应用、华为鸿蒙等热门主题。截至 8月4日,金融科技ETF(159851)最新规模超82亿元,今年以来日均成交额超6亿元,规模、流动性在 跟踪同一标的指数的3只ETF中断层第一! 市场端:8月4日沪指再创年内收盘新高,叠加资本市场改革深化、流动性宽松及市场指数中枢上移预 期,互联网券商、券商IT等金融科技方向有望持续受益:互联网券商基本面预期有望持续改善,金融IT 等作为顺周期高弹性品种受益于交易量提振,C端炒股软件景气度向上,B端金融IT需求逐步释放。 技术端:机构数据显示,2024年信息技术投入前十的券商均为国内头部机构,投入均超10亿元,华泰证 ...