| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002678 | 珠江钢 琴 | 0.20 | 1.63 | 1003.85 | 9.10 | | 600195 | 中牧股 份 | 0.65 | 1.17 | 186.06 | 2.01 | | 600158 | 中体产 业 | 0.75 | 2.43 | -18.62 | -0.08 | | 002264 | 新华都 | 1.28 | 4.96 | -579.15 | -2.52 | | 601118 | 海南橡 胶 | -0.17 | 1.70 | -2635.80 | -6.10 | | 000735 | 罗牛山 | 1.74 | 12.49 | -5749.83 | -4.89 | 截至11月4日收盘，赛马概念上涨0.74%，位居概念板块涨幅第5，板块内，5股上涨，罗牛山、新华 都、中体产业等涨幅居前，分别上涨1.74%、1.28%、0.75%。 （文章来源：证券 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300071 | 福石控股 | 6.15 | 6.77% | 294.68万 | | 16.94亿 | | 300058 | 蓝色光标 | 7.86 | 3.69% | 642.36万 | | 48.87亿 | | 002264 | 新华都 | 7.11 | 1.28% | 32.50万 | | 2.30亿 | | 603598 | 引力传媒 | 17.26 | 1.05% | 12.08万 | | 2.07亿 | | 002712 | 思美传媒 | 5.79 | 1.05% | 16.05万 | | 9235.42万 | | 603729 | 龙韵股份 | 17.75 | 0.91% | 3.58万 | | 6333.27万 | | 300612 | 富亚国际 | 14.74 | 0.89% | 5.48万 | | 8014.46万 | | 002878 | 元隆雅图 | 18.79 | 0.75% | 14.46万 | | 2. ...

截至11月3日收盘，赛马概念上涨3.34%，位居概念板块涨幅第3，板块内，6股上涨，罗牛山涨停，海 南橡胶、新华都、珠江钢琴等涨幅居前，分别上涨5.67%、2.18%、0.80%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 4.81 | 芬太尼 | -1.78 | | 染料 | 3.61 | PVDF概念 | -1.57 | | 赛马概念 | 3.34 | 金属钴 | -1.29 | | 光热发电 | 3.17 | 稀土永磁 | -1.22 | | 短剧游戏 | 2.89 | PET铜箔 | -1.20 | | 云游戏 | 2.80 | 2025三季报预增 | -0.87 | | Sora概念(文生视频) | 2.77 | 金属铅 | -0.85 | | 电子竞技 | 2.62 | 金属镍 | -0.83 | | 手机游戏 | 2.57 | 黄金概念 | -0.80 | | 网络游戏 | 2.37 | 金属锌 | -0.75 | 资金面上看，今日赛马概念板块获主力资金净流入1.70亿元， ...

证券之星消息，11月3日广告营销板块较上一交易日上涨2.04%，福石控股领涨。当日上证指数报收于 3976.52，上涨0.55%。深证成指报收于13404.06，上涨0.19%。广告营销板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日广告营销板块主力资金净流出1.28亿元，游资资金净流出2728.51万元，散户资 金净流入1.55亿元。广告营销板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600556 | 天下秀 | 2.32 Z | 21.31% | -1.14亿 | -10.51% | -1.17 Z | -10.80% | | 300071 | 福石控股 | 1.32 Z | 8.71% | -8777.40万 | -5.80% | -4409.12万 | -2.9 ...

证券代码：002264 证券简称：新华都 公告编号：2025-077 新华都科技股份有限公司 关于"领航员计划（六期）"股票期权激励计划授予的部分股票 本次股票行权数量：3,849,925份,占公司目前总股本719,811,300股的 0.53%，行权价格为5.74元/股。 本次行权的期权代码：037454，期权简称：华都JLC3。 本次行权采用集中行权方式。 本次行权股票上市流通时间为：2025年10月29日。 期权激励计划相关事宜的议案》等议案。上述议案已经公司董事会薪酬与考核委 员会审查通过并取得了明确同意的意见，向董事会提出建议。 同日，公司召开第六届监事会第十次（临时）会议审议通过了《关于公司"领 航员计划（六期）"股票期权激励计划（草案）及其摘要的议案》、《关于公司 "领航员计划（六期）"股票期权激励计划实施考核管理办法的议案》、《关于 核实新华都科技股份公司"领航员计划（六期）"股票期权激励计划激励对象名 单的议案》等议案。监事会、律师分别发表了相关意见。 2、2024 年 7 月 9 日，监事会发表了《关于公司"领航员计划（六期）"股票 期权激励计划激励名单的公示情况说明及审核意见》。2024 ...

Core Insights - The advertising and marketing sector saw a rise of 0.89% on October 28, with Tianxiexiu leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Tianxiexiu (600556) closed at 6.11, up 10.09%, with a trading volume of 1.9024 million shares and a transaction value of 1.142 billion [1] - Jiayun Technology (300242) closed at 4.76, up 4.16%, with a trading volume of 405,900 shares and a transaction value of 193 million [1] - Xinhua Du (002264) closed at 7.06, up 3.22%, with a trading volume of 331,900 shares and a transaction value of 232 million [1] - Other notable performers include Yaowang Technology (002291) up 3.12% and Qida Technology (300061) up 2.77% [1] Capital Flow - The advertising and marketing sector experienced a net inflow of 493 million from institutional investors, while retail investors saw a net outflow of 301 million [2] - The main stocks with significant capital inflow include Tianxiexiu with a net inflow of 337 million, accounting for 29.56% of its trading volume [3] - Conversely, retail investors showed a net outflow from stocks like Yidian Tianxia, which had a net outflow of 81.31 million, representing 8.98% of its trading volume [3]

Group 1 - The horse racing concept sector declined by 1.06%, ranking among the top losers in the market, with major declines seen in companies like Zhujiang Piano and Zhongti Industry [1][2] - Among the horse racing concept stocks, Zhujiang Piano hit the daily limit down, while Zhongti Industry and Xinhua Dou also experienced significant declines [1][2] - Conversely, a few stocks in the sector saw gains, with *ST Zhengping, Zhongmu Co., and Hainan Rubber increasing by 5.03%, 0.41%, and 0.37% respectively [1][2] Group 2 - The horse racing concept sector experienced a net outflow of 0.38 billion yuan in capital today, with Xinhua Dou leading the outflow at 17.30 million yuan [2] - Other companies with significant capital outflows included Zhujiang Piano, Luoniushan, and Zhongti Industry, with outflows of 15.08 million yuan, 13.01 million yuan, and 12.06 million yuan respectively [2] - In contrast, Hainan Rubber, *ST Zhengping, and Zhongmu Co. saw net inflows of 14.36 million yuan, 4.76 million yuan, and 0.38 million yuan respectively [2]

Core Insights - The company reported a decline in revenue and net profit for the first three quarters of 2025, with total revenue of 2.446 billion yuan, down 11.8% year-on-year, and a net profit of 178 million yuan, down 6.5% year-on-year [1] - The liquor industry continues to face pressure from policy impacts, leading to a contraction in consumption scenarios and weakened demand for alcohol [1] - Despite the challenges, online sales of alcoholic beverages remain robust, with the company positioned as a leading player in the e-commerce sector [1] Financial Performance - The company achieved a gross margin of 23.4% for the first three quarters, a slight decrease of 0.47 percentage points year-on-year, while the gross margin for Q3 2025 was 26.3%, an increase of 1.06 percentage points year-on-year [2] - The net profit margin for the first three quarters improved to 7.3%, up 0.41 percentage points year-on-year, attributed to ongoing efficiency improvements in expense management [2] Strategic Developments - The company has successfully divested from loss-making traditional retail businesses, focusing on internet marketing, which has led to a more streamlined balance sheet [3] - Following the resolution of historical losses, the company announced a mid-term dividend plan for the first time since 2012, signaling confidence in future profitability [3] - The company is projected to achieve revenues of 3.379 billion yuan and 3.765 billion yuan in 2025 and 2026, respectively, with net profits of 253 million yuan and 303 million yuan [3]

Core Insights - Xinhua Dou (002264.SZ) reported its Q3 2025 results, revealing that as of October 24, 2025, four institutional investors held a total of 189 million shares, representing 26.28% of the company's total equity [1] - The institutional holding percentage decreased by 5.25 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include Xinhua Dou Industrial Group Co., Ltd., Fujian Xinhua Dou Investment Co., Ltd., Xinhua Dou Technology Co., Ltd. repurchase special securities account, and the National Social Security Fund 604 Portfolio [1] - The total institutional holding ratio is now at 26.28% [1] Public Funds - In this period, 42 public funds were not disclosed compared to the previous quarter, including notable funds such as Agricultural Bank of China Research Selected Mixed Fund and Great Wall CSI 360 Internet + Index A [1] Social Security Fund - One social security fund, the National Social Security Fund 604 Portfolio, reported a slight decrease in holdings compared to the previous quarter [1]

Core Viewpoint - Xinhua Group plans to issue exchangeable bonds backed by its shares in Yunnan Baiyao, with a total issuance scale of up to 2 billion RMB [2][4]. Group 1: Exchangeable Bonds Issuance - Xinhua Group intends to issue exchangeable bonds using part of its A-share holdings in Yunnan Baiyao as collateral [2]. - The issuance has received approval from the Shenzhen Stock Exchange, confirming it meets the listing conditions [2]. - The bonds will be managed by Guosen Securities as the nominal holder, with specific accounts set up for the transaction [2]. Group 2: Bond Details - The total issuance scale of the bonds is capped at 2 billion RMB [4]. - The bonds have a coupon rate of 0.1% and a maturity period of 3 years [4]. - The initial conversion price is set at 71.66 RMB per share, with the conversion period starting from April 23, 2026, to October 20, 2028 [4][3].