| | 代码 | 名称 | 几天几板 涨停分析 | 价格 | 涨幅% | 换手率 | 成交额 | 首次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 002207 | 准油股份 | 10天7板 油气服务+订单增长+国企改 9.43 | | +10.04% | 47.17% | 10.42 Z | 14:02:57 | | 2 | 600113 | 浙江东日 | 8天6板 农批市场+特医食品+脑机接 27.83 | | +10.00% | 7.94% | 8.62 7 | 13:14:57 | | 3 | 601606 | 长城军工 | 7天6板 兵装重组概念+弹药武器装 24.55 | | +9.99% | 7.54% | 13.197 | 09:35:04 | | 4 | 603022 | 新闻联 | 5连板 包装一体化+光伏项目+股权 13.66 | | +9.98% | 1.43% | 3916.94万 | 09:25:02 | | 5 | 003029 | 吉大正元 | 4连板 数字货币+跨境支付+蚂蚁金 34. ...

| 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 广发证券股份有限公司南京汉中路证券营业部 | 6014.91 | 36.81 | | 买二 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 部 | 4985.83 | 17.24 | | 买三 | 国泰海通证券股份有限公司南京太平南路证券营业部 | 3125.58 | 22.27 | | 买四 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 | 1581.96 | 399.83 | | | 部 | | | | 买五 | 国泰海通证券股份有限公司南京金融城证券营业部 | 1546.35 | 63.14 | | 卖一 | 华泰证券股份有限公司苏州人民路证券营业部 | 42.69 | 4252.72 | | 卖二 | 浙商证券股份有限公司诸暨东一路证券营业部 | 3.81 | 3400.37 | | 卖三 | 深股通专用 | 903.26 | 3240.36 | | 卖四 | 中信证券股份有限公司诸暨暨东路证券营业部 | 268.26 ...

证券代码：002263 证券简称：大东南 公告编号：2025-012 浙江大东南股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况介绍 浙江大东南股份有限公司（以下简称"公司"或"本公司"）股票（证券简 称：大东南，证券代码：002263）于 2025 年 6 月 24 日、6 月 25 日、6 月 26 日 连续三个交易日收盘价涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规 则》等有关规定，属于股票交易异常波动的情况。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司进行了自查，并对相关情况进行了核实， 并询问了控股股东和实际控制人，现将关注、核实情况说明如下： 1.截至本公告披露日，公司前期披露的信息不存在需要更正、补充之处； 2.公司未发现近期公共传媒报道可能或已经对本公司股票交易价格产生较 大影响的未公开重大信息； 3.公司近期经营情况正常，内外部经营环境未发生重大变化； 4.公司于 2024 年 4 月 26 日披露了《关于筹划控制权变更事项的停牌公告》 （公告编号：20 ...

Group 1 - The PET copper foil concept stocks are experiencing a significant rise, with major players like Dazhongnan (002263) and Hongtian Co., Ltd. (603800) hitting the daily limit up [1] - Yinglian Co., Ltd. (002846) has seen an increase of over 8%, indicating strong market interest [1] - Other companies such as Zhongyi Technology (301150) and Dongfeng Group (601515) are also following the upward trend [1]

Core Viewpoint - The demand for transfer tape is rapidly increasing due to the growth of industries such as electronics, optics, and automotive, indicating significant market potential. The market size of China's transfer tape industry is projected to grow from 24.583 billion yuan in 2017 to 38.257 billion yuan in 2024, with a compound annual growth rate (CAGR) of 6.52% [1][10]. Industry Overview - Transfer tape is a specialized adhesive tape used to transfer materials or patterns from one surface to another, featuring properties such as adhesion, durability, and ease of use. It is composed of a substrate and adhesive material, making it suitable for various applications in both daily life and industrial production [2]. - The production process of transfer tape includes raw material procurement, coating, drying and curing, slitting, inspection, and packaging [2]. Industry Chain - The upstream raw materials for the transfer tape industry include substrates like polyester film and polyethylene film, and adhesives such as acrylic and rubber, which determine the tape's key performance characteristics [4]. - The downstream applications of transfer tape span across electronics, automotive, optics, and medical sectors, where it is used for tasks such as component fixation, protection, and ensuring product quality [4]. Market Size and Growth - The market size of the polyester film industry, a key component in transfer tape, is expected to grow from 32.15 billion yuan in 2021 to 50.17 billion yuan in 2024, with a CAGR of 7.7%, supporting the growth of the transfer tape industry [6]. - The electronic information manufacturing sector in China is projected to see a significant increase, with a year-on-year growth of 11.80% in 2024, further driving the demand for transfer tape [8]. Competitive Landscape - The transfer tape industry in China exhibits a concentrated market structure, with leading companies like Jiemai Technology and Leike Co., Ltd. dominating the market through innovation and product development [12]. Development Trends - The industry is moving towards environmentally friendly products, focusing on recyclable materials and reducing harmful emissions to meet regulatory requirements and consumer demand for green products [17]. - High performance is becoming a critical trend, with increasing demands for stronger adhesion, better insulation, and durability in various applications [18]. - Globalization is influencing the industry, with production shifting towards emerging markets like Southeast Asia and India, while companies adapt their strategies to meet local market needs [20].

图片来自视觉中国 厦门航空将持续布局"一带一路"国家相关航线。厦航每天约有三成国际航班。国际航班中约七成布局在"一带一路"，尤 其是东南亚国家联盟（东盟）一带。5月25日，厦航董事长赵东在印度尼西亚首都雅加达召开的首届全球企业共建高质 量"一带一路"峰会上表示。 5月24日至26日，中国国务院总理李强对印度尼西亚进行国事访问。5月25日上午，中国国务院总理李强在印度尼西亚总 统府同印尼总统普拉博沃举行会谈。李强表示，中方愿同印尼加强发展战略对接，深化高质量共建"一带一路"合作。中 方愿同印尼扩大人文交流，推进人员往来便利化。 厦航正在布局以福建为核心枢纽，由东南亚至东北亚、北美、欧洲的国际中转走廊 作者｜邹晓桐 发自北京，赵煊 发自印度尼西亚雅加达 中国是印尼最大贸易伙伴。同时，印尼是福建省在东盟的第一大贸易伙伴和第一大对外投资目的地，而厦航总部厦门即 在福建省。厦航介绍，当前厦航正着力构建以福建为核心枢纽的三大国际中转走廊：东南亚-东北亚、东南亚-北美、东 南亚-欧洲，持续完善空中丝绸之路网络布局。 "过去十年，厦航承担了'一带一路'1500万旅客的运输量。"赵东援引民航业说法称，三公里的路只能连接两个村庄 ...

股票代码：002263 股票简称：大东南 公告编号：2025-011 浙江大东南股份有限公司 2024年年度股东大会决议公告 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。 特别提示 1.本次股东大会未出现否决议案的情形。 2.本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1.现场会议召开时间：2025 年 5 月 16 日（星期五）下午 14:30。 2.网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为： 2025 年 5 月 16 日上午 9：15—9:25，9：30—11:30，下午 13：00—15：00；通 过深圳证券交易所互联网投票系统投票的时间为：2025 年 5 月 16 日上午 9：15 至下午 15：00 的任意时间。 3.会议召开地点：浙江诸暨千禧路 5 号浙江大东南股份有限公司研究院三 楼报告厅。 4.会议召开方式：现场投票与网络投票相结合的方式。 5.会议召集人：公司董事会。 6.会议主持人：公司董事长骆平先生。 7.会议召开的合法、合规性：本次股东大会的召开符合《公司法》《 ...

2024 年年度股东大会的法律意见 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话:010-52682888 传真:010-52682999 邮编:100033 北京德恒律师事务所 关于浙江大东南股份有限公司 2024 年年度股东大会的法律意见 北京德恒律师事务所 关于 浙江大东南股份有限公司 北京德恒律师事务所 关于 浙江大东南股份有限公司 2024 年年度股东大会的法律意见 德恒 01G20250079-1 号 致：浙江大东南股份有限公司 北京德恒律师事务所（以下简称"本所"）接受浙江大东南股份有限公司（以 下简称"公司"）委托，指派律师（以下简称"本所律师"）对公司 2024 年年度 股东大会（以下简称"本次股东大会"）的合法性进行见证并出具本法律意见。 本法律意见根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称"《证券法》"）和《上市公司股东会规则》 （以下简称"《股东会规则》"）等现行有效的法律、法规和规范性文件及《浙江 大东南股份有限公司章程》（以下简称"《公司章程》"）、《浙江大东南股份有 限公司股东大会议事规则》（以下简称"《股东大会议 ...

Group 1: Financial Performance and Projections - The company aims for revenue growth in 2025, with a focus on maintaining production and sales of high-margin products like the Ningbo Wanshang high-voltage capacitor film [2][3] - The net profit for 2024 and Q1 2025 has been positive, indicating a profitable period [3][4] - The company reported a 12.04% increase in R&D investment for 2024, amounting to 44.54 million yuan [8] Group 2: Market and Product Development - Ningbo Wanshang has achieved scale production of capacitor films, with a favorable market situation where some products are in short supply [9][10] - The company is actively developing new products, including a new energy metalized film and capacitor testing center, to enhance product quality and profitability [8][19] - The company is not currently developing PEEK materials but is focusing on core business areas and digital transformation [4][18] Group 3: Shareholder Concerns and Stock Performance - The company has not distributed dividends due to negative distributable profits, despite having unallocated profits on the books [20] - The stock price has remained low, influenced by various factors including macroeconomic conditions and market sentiment [3][11] - The company is considering market value management strategies but has not implemented a formal plan yet [9][18] Group 4: Corporate Governance and Strategic Decisions - The major shareholder's equity transfer process is ongoing, with updates to be provided as they become available [6][14] - The company is not currently considering divesting or restructuring its business segments, focusing instead on improving product quality and reducing production costs [4][8] - The company acknowledges the competitive pressure in the film market and is working to enhance its differentiation strategy [9][10]

前十大流通股东累计持有： 60248.54万股，累计占流通股比： 32.07%，较上期变化： -108.45万股。 | 名称 | 持有数量(万股) | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 诸暨市水务集团有限公司 | 52415.80 | 27.91 | 不变 | | 海口慧平广告有限公司 | 1824.09 | 0.97 | 不变 | | 王洪海 | 1243.85 | 0.66 | -68.64 | | 中国包装进出口有限责任公司 | 879.84 | 0.47 | 不变 | | 傅燕萍 | 751.97 | 0.40 | -8.70 | | 邹立英 | 704.32 | 0.37 | 新进 | | 马风兰 | 619.37 | 0.33 | 新进 | | 吴晓旗 | 605.00 | 0.32 | 不变 | | 香港中央结算有限公司 | 604.30 | 0.32 | 新进 | | 李绪坤 | 600.00 | 0.32 | 新进 | | | 较上个报告期退出前十大股东有 | | | | 王秀平 | 874.85 | 0.47 | 退出 | ...