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时隔五个月收获涨停板,再上牌桌的协鑫集成“回春”?
Bei Ke Cai Jing· 2025-05-13 09:26
新京报贝壳财经讯(记者朱玥怡)时隔五个月,协鑫集成(002506.SZ)5月13日再度收获涨停板,股价收于2.43元/ 股。 根据Wind统计,协鑫集成上一次涨停是在2024年12月5日。此前的2024年10月至12月,协鑫集成也曾多次涨停,当时 光伏板块整体走强,同时协鑫集成一笔48.42亿元的定增在当年11月获得证监会通过,推动股价上涨。 时隔数月股价大涨背后,老牌光伏企业协鑫集成正在"重回牌桌"。 虽然重回组件业务正轨,但在产业链降价影响下,协鑫集成2024年的业绩依然出现下滑,实现营收162.40亿元,基本 与上年持平;归母净利润6829.40万元,同比下降56.70%。 在头部组件企业中,协鑫集成是少有的以国内市场为主的厂商,选择重点跟进央国企大型项目招投标,去年国内营收 占比超过八成。海外营收虽然占比较低,但去年营收规模实现同比近200%的增长,同时海外市场毛利率较国内高出 3.46个百分点。 作为光伏"大佬"朱共山搭建的协鑫系帝国中主营光伏系统集成业务的子公司,协鑫集成业务覆盖电池片、组件、系统 集成等环节,2014年借壳破产重整的超日太阳上市。 而在公众视野里,昔日位列组件环节出货前列的协鑫集 ...
7.70亿主力资金净流入,BC电池概念涨1.27%
BC电池概念资金流入榜 截至5月13日收盘,BC电池概念上涨1.27%,位居概念板块涨幅第9,板块内,29股上涨,协鑫集成涨 停,同享科技、通威股份、中来股份等涨幅居前,分别上涨8.64%、7.56%、6.76%。跌幅居前的有*ST 云网、海目星、锦富技术等,分别下跌4.40%、3.20%、2.69%。 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(%) | | --- | --- | --- | --- | | 中韩自贸区 | 3.03 | 中船系 | -3.40 | | 航运概念 | 2.51 | 国产航母 | -2.37 | | 硅能源 | 2.30 | 军工信息化 | -2.16 | | 环氧丙烷 | 1.95 | 太赫兹 | -2.14 | | 阿尔茨海默概念 | 1.74 | 军民融合 | -1.99 | | HJT电池 | 1.61 | 航空发动机 | -1.85 | | 钙钛矿电池 | 1.58 | 商业航天 | -1.76 | | TOPCON电池 | 1.50 | 卫星导航 | -1.75 | | BC电池 | 1.27 | 大飞机 | -1.74 | ...
钙钛矿电池概念涨1.58%,主力资金净流入33股
Group 1 - The perovskite battery concept index rose by 1.58%, ranking 7th among concept sectors, with 28 stocks increasing in value, including GCL-Poly Energy and Baoxin Technology hitting the daily limit [1] - Leading stocks in the perovskite battery sector included Dongfang Risen, Qicai Chemical, and Tongwei Co., which rose by 16.96%, 13.93%, and 7.56% respectively [1] - The sector experienced a net inflow of 1.087 billion yuan from main funds, with 33 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2] Group 2 - The top three stocks by net inflow were Tongwei Co. with 585 million yuan, Dongfang Risen with 194 million yuan, and GCL-Poly Energy with 160 million yuan [2][3] - The net inflow ratios for GCL-Poly Energy, Baoxin Technology, and Tongwei Co. were 31.86%, 30.73%, and 19.65% respectively [3] - The overall market saw various concept sectors with differing performances, with the China-Korea Free Trade Zone leading at 3.03% and the shipbuilding sector declining by 3.40% [2]
TOPCON电池概念涨1.50%,主力资金净流入这些股
| 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) | (%) | | 600438 | 通威股 份 | 7.56 | 3.59 | 58478.28 | 19.65 | | | 东方日 | | | | | | 300118 | 升 | 16.96 | 12.66 | 19378.20 | 14.93 | | 002506 | 协鑫集 成 | 9.95 | 3.64 | 16039.49 | 31.86 | | 002514 | 宝馨科 技 | 9.93 | 10.42 | 11076.59 | 30.73 | | 688472 | 阿特斯 | 4.72 | 5.01 | 6936.66 | 10.07 | | 688503 | 聚和材 | 5.99 | 8.32 | 5206.06 | 9.62 | | | 料 | | | | | | 002860 | 星帅尔 | -0.22 | 17.57 | 4264.85 | 5.04 | | 0021 ...
关税最新解读:还有30%!未来这几个方向是谈判重点!特朗普新政策雷声大雨点小,创新药行情反转!
雪球· 2025-05-13 07:56
Group 1: Market Overview - A-shares showed mixed performance with the Shanghai Composite Index up 0.17% and the Shenzhen Component Index down 0.13% [1] - The total market turnover was 13,260 billion, a decrease of 149 billion from the previous day [1] Group 2: Sector Performance - The port shipping, photovoltaic equipment, banking, medical services, and precious metals sectors saw significant gains, while military, humanoid robots, intelligent transportation, and copper cable high-speed connection sectors experienced declines [2] Group 3: U.S. Market Reaction - U.S. stock markets surged after the China-U.S. tariff meeting, with the S&P 500 up 3.26%, Dow Jones up 2.81%, and Nasdaq up 4.35% [3] - Year-to-date declines for the Dow and S&P have narrowed to 0.32% and 0.64%, respectively, while the Nasdaq's cumulative decline is 3.12%, but it has rebounded over 20% from last month's low [4] Group 4: Tariff Developments - The U.S. has reduced tariffs on China from 145% to 30%, with potential for further reductions depending on negotiations [8] - Future negotiations will focus on trade and market access, particularly the 24% tariffs and the 20% tariff on fentanyl [9] Group 5: Pharmaceutical Sector Impact - Trump's recent executive order on drug pricing caused volatility in pharmaceutical stocks, with companies like BeiGene experiencing a drop of over 9% followed by a rebound of over 5% [11] - The executive order aims to link U.S. drug prices to the lowest prices in developed countries, potentially reducing prices by 30%-80% [15] Group 6: Photovoltaic Industry Developments - The photovoltaic sector showed strong performance, particularly in the silicon material segment, with companies like Euro Crystal Technology and GCL-Poly Energy reaching their daily price limits [17] - There are rumors of major silicon material manufacturers planning to acquire remaining production capacity and propose production cuts to stabilize prices [19] - Analysts remain optimistic about the growth of photovoltaic demand in the U.S. and globally, with expectations for supply-side reforms in the industry [20]
A股收评:沪指微涨0.17%!港口航运板块强势领涨,军工股回调
Ge Long Hui· 2025-05-13 07:34
5月13日,A股主要指数今日涨跌不一,截至收盘,沪指涨0.17%报3374点,深证成指跌0.13%,创业板指跌0.12%。沪深两市全天成交 额1.29万亿,较上个交易日缩量169亿。全市场超3200股下跌。 | © 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3374.87 | +5.63 | +0.17% | | 399001 | 深证成指 | 10288.08 | -13.08 | -0.13% | | 399006 | 创业板指 | 2062.26 | -2.45 | -0.12% | 盘面上,中美关税降幅超预期叠加欧美航线迎来集装箱发运旺季,港口航运板块爆发,国航远洋涨超23%;传头部光伏厂家减产挺 价,光伏设备板块走高,协鑫集成涨停;银行股走高,重庆银行涨超4%;基因测序板块走强,贝瑞基因等多股涨停;互联网电商、BC 电池、贵金属、服装家纺等板块上涨。 另外,军工板块回调,奥普光电跌停;卫星导航板块走低,莱赛激光跌超10%;小金属、6G概念、低空经济、飞行汽车等板块下跌。 具体来看: 消息面上, ...
5月13日涨停分析
news flash· 2025-05-13 07:20
5月13日涨停分析 今日共48股涨停,连板股总数11只,19股封板未遂,封板率为71%(不含ST股、退市股)。焦点股方面,军工板块成飞集成、利君股份、天箭科技均晋级5 连板,化工股红墙股份16天10板,高外销占比的华纺股份反包涨停走出6天5板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 宝馨科技 | 6天4板 | 9.93% | 09:42 | 机器人+光 | | 002514 | | | | 伏 | | 百达精工 | 4天3板 | 9.98% | 14:10 | 压缩机+光 | | 603331 | | | | 伏 | | 鑫磊股份 | 4天2板 | 20.00% | 14:22 | 压缩机+光 | | 301317 | | | | 伏 | | 集泰股份 | 首板 | 9.97% | 09:36 | 光伏+有机 | | 002909 | | | | 硅 | | 欧晶科技 | 首板 | 9.98% | 09:41 | 光伏+半导 | | 001269 | | | | 体 | | 泉运通 | 首板 | 10.14% | ...
【盘中播报】49只个股跨越牛熊分界线
Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing above the annual line, indicating a slight increase of 0.23% and a total trading volume of 1,076.285 billion yuan [1]. Group 1: Market Performance - As of 13:59 today, the Shanghai Composite Index stands at 3,377.11 points, reflecting a year-to-date performance above the annual line [1]. - A total of 49 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1]. Group 2: Notable Stocks - The stocks with the largest deviation rates include: - Baoxin Technology (002514) with a deviation rate of 5.49% and a daily increase of 9.93% [1]. - ST Zhongzhu (600568) with a deviation rate of 4.76% and a daily increase of 5.22% [1]. - King Med (603882) with a deviation rate of 4.28% and a daily increase of 4.42% [1]. - Other stocks that have just crossed the annual line include: - Duofu Du (002506) with a deviation rate of 4.02% and a daily increase of 9.95% [1]. - Shapais (300791) with a deviation rate of 4.16% and a daily increase of 4.67% [1]. Group 3: Trading Data - The total trading volume for A-shares today reached 1,076.285 billion yuan, indicating active market participation [1]. - The stocks listed show varying turnover rates, with some stocks like Baoxin Technology and ST Zhongzhu having turnover rates of 9.92% and 1.36% respectively [1].
军工板块回调,沪指半日微涨0.08%
Mei Ri Jing Ji Xin Wen· 2025-05-13 04:49
Market Overview - A-shares opened higher but closed lower, with the photovoltaic sector leading gains while military stocks adjusted downwards [1] - As of the morning close, the Shanghai Composite Index rose by 0.08% to 3371.86 points, while the Shenzhen Component Index fell by 0.24% and the ChiNext Index decreased by 0.23% [1][2] - The total trading volume for A-shares reached 907.21 billion yuan [1] Sector Performance - The photovoltaic sector saw significant gains, with companies like Tongwei Co., Ltd., Oujing Technology, and GCL-Poly Energy Holdings hitting the daily limit [4] - Banking stocks experienced fluctuations, with Shanghai Bank, Pudong Development Bank, Jiangsu Bank, and Chengdu Bank reaching historical highs [4] Technological Advancements - New battery technologies have overcome mass production barriers, with TOPCon technology showing significant improvements over previous PERC technology, achieving an average efficiency of 26.6% and a yield rate exceeding 95% [5] - HJT technology has also advanced, with average power surpassing 735W and production line efficiency nearing 100% [5] Company Insights - **Oriental Sunrise**: A leader in HJT technology, expected to gradually recover profitability as the photovoltaic industry improves [7] - **GCL-Poly Energy**: Notable for its strategic transformation and high growth in overseas business, with a stable market share in photovoltaic module shipments [7][8] - **Tongwei Co., Ltd.**: Despite current industry challenges, it maintains strong competitive advantages in scale, technology, and cost, with potential for profitability recovery as demand rebounds [7] - **Zhonglai Co., Ltd.**: Positioned as a leader in backsheet production, expected to see profitability improvements as supply-side conditions enhance [8]
A股午评:三大指数高开低走,沪指涨0.08%创指跌0.23%北证50跌0.37%,多只银行股创新高,军工股调整!超3400股下跌,成交额9072亿放量434亿
Ge Long Hui· 2025-05-13 04:37
Market Overview - A-shares showed mixed performance in the morning session, with the Shanghai Composite Index up 0.08% at 3371.86 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.24% and 0.23% respectively. The Northbound 50 Index decreased by 0.37% [1] - The total market turnover reached 907.2 billion yuan, an increase of 43.4 billion yuan compared to the previous day, with over 3400 stocks declining [1] Sector Performance - Bank stocks experienced a collective surge, with institutions like Shanghai Pudong Development Bank, Shanghai Bank, Jiangsu Bank, and Chengdu Bank hitting historical highs [3] - Solar energy stocks saw significant gains, with companies such as Oujing Technology and GCL-Poly Energy hitting the daily limit, and Tongwei Co. rising over 9%. Market rumors suggested that leading solar manufacturers are reducing production to maintain prices [3] - The shipping sector was boosted by a substantial increase in the main contract of the container shipping index (European line), which rose by 11%, leading to a surge in port and shipping stocks, including Ningbo Marine and China National Offshore Oil Corporation, which saw increases of 12% [3] - Conversely, the previously rising military industry stocks faced a correction, with Aopu Optoelectronics hitting the daily limit down and Huawu Co. dropping over 9% [3]