Jianshe Industry Group(002265)

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建设工业(002265) - 股票交易异常波动公告
2025-06-25 10:33
证券代码:002265 证券简称:建设工业 公告编号:2025-031 建设工业集团(云南)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内容的真实、准确和完整,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 建设工业集团(云南)股份有限公司(以下简称"公司")(证券简称:建设工 业,证券代码:002265)股票连续三个交易日内(2025 年 6 月 23 日、2025 年 6 月 24 日、2025 年 6 月 25 日)收盘价格涨幅偏离值累计超过 20%,根据《深圳证券交易所 交易规则》的相关规定,属于股票交易异常波动的情形。 二、公司对相关事项的关注、核实情况 针对公司股票异常波动,公司对有关事项进行了核查,现将有关情况说明如下: 建设工业集团(云南)股份有限公司董事会 建设工业集团(云南)股份有限公司董事会 国兵器工业集团有限公司。详细内容见本公司于 2025 年 6 月 5 日披露的《关于中国兵 器装备集团有限公司重组进展情况的公告》(公告编号:2025-030)。 1.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媒体报道了可能或已 ...
汽车行业资金流入榜:建设工业等11股净流入资金超亿元
Zheng Quan Shi Bao Wang· 2025-06-24 09:20
Market Overview - The Shanghai Composite Index rose by 1.15% on June 24, with 29 out of the 31 sectors experiencing gains, led by the power equipment and non-bank financial sectors, which increased by 2.85% and 2.68% respectively [2] - The automotive sector also saw a rise of 2.63% [2] - The sectors that declined included oil and petrochemicals, down by 2.10%, and coal, down by 0.22% [2] Capital Flow - The net inflow of capital in the two markets was 17.211 billion yuan, with 22 sectors experiencing net inflows [2] - The non-bank financial sector had the highest net inflow of 4.748 billion yuan, followed by the power equipment sector with a net inflow of 4.159 billion yuan [2] Automotive Sector Performance - The automotive sector had a net capital inflow of 3.139 billion yuan, with 268 out of 276 stocks in the sector rising, including 13 stocks hitting the daily limit [3] - The top three stocks with the highest net inflow were: - Construction Industrial: 395 million yuan - Yunnei Power: 209 million yuan - Zhejiang Rongtai: 206 million yuan [3] - The sector also had 6 stocks with net outflows exceeding 30 million yuan, with the largest outflows from: - Chengfei Integration: 184 million yuan - Hunan Tianyan: 124 million yuan - Jianghuai Automobile: 76 million yuan [3] Automotive Sector Capital Inflow and Outflow - The top stocks in terms of capital inflow included: - Construction Industrial: +6.75% with a turnover rate of 20.73% - Yunnei Power: +10.00% with a turnover rate of 16.26% - Zhejiang Rongtai: +10.00% with a turnover rate of 15.03% [4] - The stocks with the highest capital outflow included: - Chengfei Integration: -5.33% with a turnover rate of 15.09% - Hunan Tianyan: +1.27% with a turnover rate of 16.99% - Jianghuai Automobile: -1.32% with a turnover rate of 3.35% [5]
军工装备板块探底回升,建设工业直线涨停
news flash· 2025-06-24 02:32
Group 1 - The military equipment sector is experiencing a rebound, with companies like Construction Industrial (002265) hitting the daily limit up, Inner Mongolia First Machinery (600967) rising over 7%, and others such as Fenghuo Electronics (000561), Maixinlin, and Xingwang Yuda (002829) also seeing gains [1] - A significant event is scheduled for September 3, where a grand military parade will take place at Tiananmen Square, featuring new combat forces including unmanned intelligent systems [1] - There is an influx of dark pool funds into these stocks, indicating increased investor interest and potential for further price movements [1]
兵装重组概念涨2.29%,主力资金净流入3股
Zheng Quan Shi Bao Wang· 2025-06-13 09:35
Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a rise of 2.29%, ranking sixth among concept sectors in terms of growth, with notable increases in stocks such as Huachuang Technology, Changcheng Military Industry, and Construction Industry [1] - Within the military equipment restructuring concept sector, five stocks experienced gains, with Huachuang Technology leading at an increase of 11.80%, followed by Changcheng Military Industry at 3.72% and Construction Industry at 2.83% [1] - The sector also saw some stocks decline, with Hunan Tianyan and Dong'an Power dropping by 1.48% and 1.22% respectively [1] Group 2 - The military equipment restructuring concept sector attracted a net inflow of 381 million yuan from main funds, with Chang'an Automobile receiving the highest net inflow of 356 million yuan [2] - Other stocks that received significant net inflows include Huachuang Technology and Construction Industry, with net inflows of 27.11 million yuan and 24.02 million yuan respectively [2] - In terms of fund inflow ratios, Chang'an Automobile, Huachuang Technology, and Construction Industry had the highest net inflow rates at 16.10%, 7.52%, and 3.50% respectively [3] Group 3 - The military equipment restructuring concept sector's fund inflow rankings show that Chang'an Automobile had a trading increase of 0.15% with a turnover rate of 2.05%, while Huachuang Technology rose by 11.80% with a turnover rate of 5.37% [3] - Construction Industry saw an increase of 2.83% with a turnover rate of 7.86% [3] - Conversely, stocks like Dong'an Power and Hunan Tianyan experienced declines of 1.22% and 1.48% respectively, with negative fund flows [3]
内卷行情拨云见日,车市生态优化向上
HTSC· 2025-06-12 02:25
Investment Rating - The industry is rated as "Overweight" [6] Core Views - Multiple automakers have committed to shortening payment terms to within 60 days, which is expected to improve the automotive supply chain ecosystem [1] - The shortening of payment terms is anticipated to alleviate concerns regarding automakers' repayment capabilities and promote healthy industry development [1] - The average cash turnover rates for components, complete vehicles, and dealers in 2024 are projected to be 4.5, 2.2, and 8.9 respectively, with the new payment terms expected to enhance cash flow [1] - The reduction in payment terms aligns with international standards, potentially benefiting Chinese brands in overseas markets [2] - Price competition has paused, leading to a narrowing of discount rates, which is favorable for healthy competition within the industry [2] Summary by Sections Section 1: Impact of Shortened Payment Terms - The adjustment to a 60-day payment term is expected to have limited impact on the cash flow of complete vehicle manufacturers, as many currently operate with payment terms exceeding 110 days [2] - The new terms are expected to enhance the cash turnover ability and cash levels of upstream component manufacturers, with an estimated increase in cash funds of approximately 32 billion yuan (+37%) if accounts receivable turnover improves to 6 [3] Section 2: Export Growth of Domestic Passenger Vehicles - Domestic brands are leading in competitiveness within the market, driving foreign brands out [4] - In 2024, market shares for domestic brands in various price segments are projected to be 80%, 48%, and 42% respectively, with year-on-year increases of 7, 14, and 4 percentage points [4] - In May, domestic brand exports reached 375,000 units, a year-on-year increase of 18% and a month-on-month increase of 10% [4] - The global market is viewed as a significant growth opportunity for Chinese automakers, with a recommendation to focus on industry leaders with global competitiveness [4]
兵装重组概念下跌2.43%,主力资金净流出7股
Zheng Quan Shi Bao Wang· 2025-06-10 09:19
Core Viewpoint - The military equipment restructuring concept has seen a decline of 2.43%, ranking among the top declines in the concept sector, with companies like Dong'an Power, Zhongguang Optical, and Changcheng Military Industry experiencing significant drops [1][2]. Group 1: Market Performance - The military equipment restructuring concept experienced a net outflow of 240 million yuan in main funds today, with seven stocks seeing net outflows, and five stocks exceeding 30 million yuan in outflows [2]. - The leading stock in terms of net fund outflow is Chang'an Automobile, which saw a net outflow of 76.12 million yuan, followed by Dong'an Power, Construction Industry, and Hunan Tianyan with net outflows of 48.01 million yuan, 40.47 million yuan, and 34.62 million yuan respectively [2]. Group 2: Individual Stock Performance - Chang'an Automobile: -1.84% change, 1.01% turnover rate, net outflow of 76.12 million yuan [2]. - Dong'an Power: -4.78% change, 8.61% turnover rate, net outflow of 48.01 million yuan [2]. - Construction Industry: -1.70% change, 5.04% turnover rate, net outflow of 40.47 million yuan [2]. - Hunan Tianyan: -1.89% change, 6.63% turnover rate, net outflow of 34.62 million yuan [2]. - Changcheng Military Industry: -2.30% change, 3.22% turnover rate, net outflow of 30.19 million yuan [2]. - Zhongguang Optical: -3.66% change, 3.32% turnover rate, net outflow of 8.07 million yuan [2]. - Huasheng Technology: -0.83% change, 1.18% turnover rate, net outflow of 2.90 million yuan [2].
兵装重组概念下跌4.38%,5股主力资金净流出超5000万元
Zheng Quan Shi Bao Wang· 2025-06-06 09:03
Core Viewpoint - The military equipment restructuring concept has experienced a significant decline, with a drop of 4.38%, placing it among the top losers in the concept sector [1][2]. Group 1: Market Performance - The military equipment restructuring concept saw a net outflow of 593 million yuan from main funds today, with six stocks experiencing net outflows, and five stocks seeing outflows exceeding 50 million yuan [2]. - The top stock with net outflow is Chang'an Automobile, which had a net outflow of 189 million yuan, followed by Hunan Tianyan and Dong'an Power with net outflows of 130 million yuan and 123 million yuan, respectively [2]. Group 2: Individual Stock Performance - Chang'an Automobile: -1.08% change, 1.66% turnover rate, net outflow of 189.17 million yuan [2]. - Hunan Tianyan: -8.11% change, 13.36% turnover rate, net outflow of 129.92 million yuan [2]. - Dong'an Power: -4.13% change, 18.95% turnover rate, net outflow of 123.24 million yuan [2]. - Construction Industry: -3.37% change, 10.66% turnover rate, net outflow of 80.19 million yuan [2]. - Changcheng Military Industry: -5.50% change, 5.49% turnover rate, net outflow of 59.82 million yuan [2]. - Huachuang Technology: -5.54% change, 2.81% turnover rate, net outflow of 13.99 million yuan [2].
重磅利好!600178、600698、002265涨停!
Zheng Quan Ri Bao Zhi Sheng· 2025-06-05 11:12
Group 1 - The A-share market saw a slight increase on June 5, with notable gains in sectors such as military equipment restructuring, football concepts, computer equipment, and electronic components [1] - The military equipment restructuring sector experienced a collective rise of 8.24%, with seven stocks in this category showing strong performance [1] - Among these, Dong'an Power (600178), Hunan Tianyan (600698), and Construction Industry (002265) reached their daily limit up, while Chang'an Automobile (000625), Huachuang Technology (688151), Zhongguang Optical (002189), and Changcheng Military Industry (601606) also saw significant price increases [1] Group 2 - On June 4, the listed companies in the military equipment sector received notifications from their indirect controlling shareholder, China Ordnance Equipment Group, regarding a restructuring approved by the State Council [2] - The restructuring involves the separation of the automobile business into an independent central enterprise, with the State-owned Assets Supervision and Administration Commission of the State Council taking on the role of investor [2] - Following the restructuring, the indirect controlling shareholder of Chang'an Automobile will change, but the actual controller remains the same, and normal business operations will not be significantly affected [3] Group 3 - The chairman of Chang'an Automobile, Zhu Huarong, stated that the restructuring will benefit the company's internationalization and market development, leveraging policy opportunities and synergies from the restructuring [3] - Experts believe that the restructuring of automobile central enterprises is crucial for industrial upgrading, as it can concentrate resources to tackle core technologies and enhance global competitiveness in the automotive industry [3] - The automotive industry is currently in a critical phase of consolidation and elimination, with central enterprises likely to achieve resource integration through mergers and acquisitions [3] Group 4 - China Ordnance Equipment Group is a key state-owned enterprise directly managed by the central government, playing a vital role in national defense technology and the economy [4] - The group has been focusing on strategic emerging industries and future industries, including new energy vehicles, optoelectronic information, high-end equipment manufacturing, and more, with over 60 key enterprises and research institutions under its umbrella [4]
兵装重组概念上涨8.24%,5股主力资金净流入超千万元
Zheng Quan Shi Bao Wang· 2025-06-05 09:05
Group 1 - The military equipment restructuring concept has seen a significant increase of 8.24%, ranking first among concept sectors, with seven stocks rising, including Construction Industry, Dong'an Power, and Hunan Tianyan reaching their daily limit [1][2] - Notable stock performances within the military equipment restructuring concept include Construction Industry up by 10.01%, Dong'an Power up by 9.97%, and Hunan Tianyan up by 9.94% [3] - The main capital inflow for the military equipment restructuring concept was 460 million yuan, with Construction Industry receiving the highest net inflow of 276 million yuan [2][3] Group 2 - The top three stocks by net capital inflow ratio are Construction Industry at 37.98%, Dong'an Power at 26.96%, and Hunan Tianyan at 6.86% [3] - Other stocks in the military equipment restructuring concept also showed positive performance, with Huachuang Technology increasing by 13.32% and Changcheng Military Industry by 5.19% [1][3] - The overall market sentiment for the military equipment restructuring concept appears strong, contrasting with declines in other sectors such as dairy and animal vaccines [2]
今日363只个股突破五日均线
Zheng Quan Shi Bao Wang· 2025-06-05 05:54
Market Overview - The Shanghai Composite Index closed at 3378.82 points, above the five-day moving average, with a slight increase of 0.08% [1] - The total trading volume of A-shares reached 728.469 billion yuan [1] Stocks Performance - A total of 363 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Huachuang Technology (华强科技) with a deviation rate of 10.80% and a daily increase of 14.03% [1] - Jinming Precision Machinery (金明精机) with a deviation rate of 8.08% and a daily increase of 10.20% [1] - Suli Co., Ltd. (苏利股份) with a deviation rate of 7.93% and a daily increase of 10.03% [1] Additional Stocks with Positive Movement - Other stocks showing positive movement include: - Jicheng Electronics (积成电子) with a daily increase of 9.94% and a deviation rate of 7.71% [1] - Huitong Group (汇通集团) with a daily increase of 10.10% and a deviation rate of 7.66% [1] - Haide Control (海得控股) with a daily increase of 10.03% and a deviation rate of 7.66% [1] Stocks with Smaller Deviation Rates - Stocks with smaller deviation rates that have just crossed the five-day moving average include: - Fuyao Glass (福耀玻璃) and Jiu Gui Jiu (酒鬼酒) with minor deviation rates [1] - The table lists various stocks with their respective daily performance metrics, including trading volume and deviation rates [2]