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% | ...

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].

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.05.12 | 9.98 | 9.04 | 8300.46 | | 2025.05.09 | -7.97 | 9.61 | -1094.53 | | 2025.05.08 | 5.68 | 16.89 | -4832.03 | | 2025.05.07 | 10.08 | 1.99 | 3384.87 | | 2025.05.06 | 9.98 | 3.71 | 4743.22 | | 2025.04.30 | 3.20 | 8.80 | -704.78 | | 2025.04.29 | -10.08 | 1.70 | 173.05 | | 2025.04.28 | -10.00 | 1.26 | -373.59 | | 2025.04.25 | -2.35 | 3.88 | -3332.14 | | 2025.04.24 | -3.66 | 3.06 | -934.01 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 宝馨科技再度 ...

Core Insights - The solar energy sector experienced a slight increase of 1.56% as of the market close on May 12, with several companies showing significant gains [1] Group 1: Company Performance - Jinbo Co., Dongni Electronics, Chunxing Precision, and Xingshuai Er all saw their stock prices rise by over 10% [1] - Other notable performers include Wangzi New Materials, Baoxin Technology, Zhongheng Electric, Lierda, and Lens Technology, which increased by over 9% [1] - Aiko Solar's stock rose by 8.09% [1] Group 2: Fund Flow - The solar energy sector saw a net inflow of 2.225 billion yuan in main funds on May 12 [3] - The breakdown of fund flow indicates that large orders contributed 1.642 billion yuan, while medium and small orders saw outflows of 1.495 billion yuan and 0.533 billion yuan, respectively [4] Group 3: Top Fund Inflows - The top three companies receiving net inflows were BYD with 557 million yuan, Sunshine Power with 331 million yuan, and Zhongheng Electric with 284 million yuan [4][7] - Other companies in the top ten for net inflows include TCL Technology, Lens Technology, Longi Green Energy, Chunxing Precision, Gree Electric, Xingshuai Er, and Tongwei Co., with inflows ranging from 87.1 million to 224 million yuan [7]

Group 1 - The stock of Baoxin Technology has hit the daily limit up and has recorded three consecutive limit-up days, with a current price of 6.01 yuan and a turnover rate of 0.69% [2] - During the consecutive limit-up period, the stock has increased by 33.26%, with a cumulative turnover rate of 6.38% [2] - The latest total market capitalization of A-shares reached 4.327 billion yuan, with a circulating market capitalization of 3.330 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger list due to a cumulative deviation of 20% in its price over three trading days, with institutional net selling of 7.9468 million yuan and net buying by brokerage seats totaling 39.4229 million yuan [2] - The company's Q1 report shows total operating revenue of 40 million yuan, a year-on-year decrease of 66.73%, and a net profit of -24 million yuan, a year-on-year increase of 38.21% [2] - Recent stock performance data indicates significant fluctuations, with a daily increase of 10.08% on May 7, 2025, and a net inflow of 33.8487 million yuan from main funds [2]

二、公司关注、核实情况 针对公司股票交易异常波动，公司董事会对公司、公司控股股东和实际控制 人就相关事项进行了核实，有关情况说明如下： 证券代码：002514 证券简称：宝馨科技 公告编号：2025-052 江苏宝馨科技股份有限公司 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 江苏宝馨科技股份有限公司（以下简称"公司"或"本公司"）股票交易价 格连续三个交易日（2025 年 4 月 30 日、2025 年 5 月 6 日、2025 年 5 月 7 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》等有关规 定，公司股票交易属于异常波动的情况。 1、经自查，公司不存在违反信息公平披露的情形。 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传媒报道了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、近期公司经营情况正常，内外部经营环境未发生重大变化； 4、公司及公司控股股东、实际控制人不存在关于公司的应披露而未披露的 重大事项，或处于筹划阶段 ...

Stock Performance - Several stocks have shown significant gains, with notable performances including: - 恒天海龙 with a 10.07% increase over two days [2] - 晨曦航空 achieving a 19.96% rise on its first board [3] - 通易航天 with a remarkable 29.96% increase on its first board [3] - 新坐标 maintaining a 10.01% increase over four days [5] - 全筑股份 also showing a 10.00% increase over four days [9] Industry Trends - The robotics sector is gaining traction, with multiple companies experiencing stock price increases attributed to advancements in robotic technology and applications [4][5][7] - The AI computing industry is showing strong performance, as indicated by the positive financial results from companies in this sector, suggesting a sustained high level of industry activity [8] - The brain-computer interface (BCI) technology is gaining attention following FDA approval for Neuralink's device, which is aimed at aiding patients with severe communication disabilities [11] - The chemical industry is experiencing volatility in product prices, drawing market interest towards related companies [13] - The semiconductor industry is benefiting from increased investment and support for domestic high-end lithography machines, which is expected to boost the semiconductor equipment supply chain [16] - The real estate sector is reacting positively to the People's Bank of China's decision to lower housing loan interest rates, which is likely to stimulate market activity [18] Market Reactions - Stocks related to the ride-hailing industry are responding positively to the news of a partnership between autonomous driving company 小马智行 and Uber, with significant stock price increases observed [20][21] - The food and beverage sector is also seeing positive movements, influenced by the central bank's announcement of a new loan program aimed at boosting consumer spending [22][24] - The financial sector is reacting to the People's Bank of China's announcement of a series of monetary policy measures, including a reserve requirement ratio cut and interest rate adjustments [25][26]

Group 1 - Baoxin Technology received two lawsuits, with amounts of approximately 332.22 million yuan and 138.12 million yuan respectively [1] - Lifan Shuke is under investigation by the CSRC for suspected information disclosure violations related to its periodic reports [2] - Huitian New Materials decided to terminate the investment in the Huitian New Energy New Materials Technology Industrial Park project [3] Group 2 - Yingjia Gongjiu reported a total revenue of 7.344 billion yuan for the previous year, with a year-on-year growth of 8.46%, but Q1 revenue decreased by 12.35% [4] - Kouzi Jiao's revenue for 2024 was 6.015 billion yuan, a growth of 0.89%, while net profit decreased by 3.83% [5] - Anhui Construction's controlling shareholder plans to increase its stake in the company by up to 200 million yuan [6] Group 3 - Yongchi Technology established a new company with a registered capital of 2 million yuan, holding a 60% stake [7] - Quanyin High-Tech's 2024 annual report received a "qualified opinion," with revenue of 4.709 billion yuan but a net profit decrease of 58.23% [8]

Core Viewpoint - Baoxin Technology reported a significant decline in financial performance for 2024, with total revenue of 336 million yuan, a year-on-year decrease of 42.16%, and a net profit attributable to shareholders of -767 million yuan, a decline of 297.90% [1] Group 1: Smart Manufacturing Business - The smart manufacturing segment generated revenue of 253 million yuan, accounting for 75.42% of total revenue, reflecting a substantial year-on-year decline [4] - Despite investments in capacity expansion and technology upgrades, the segment's performance was hindered by weak market demand and intensified industry competition [4] - The company needs to optimize its production processes and sales channels to meet the growing demand for high-end manufacturing products [4] Group 2: New Energy Business - The new energy segment, which includes photovoltaic cells and components, faced challenges due to an imbalance in supply and demand within the industry, leading to a failure to achieve expected growth [5] - The company explored advanced technologies such as heterojunction (HJT) and perovskite tandem technology but did not see significant revenue improvement [5] - The divestiture of Baoxin Smart Energy for 8.9 million yuan was aimed at optimizing assets, but its short-term impact on overall performance was limited [5] Group 3: Operational Model and Performance Drivers - The company employs a strategic control model to ensure stable operations across subsidiaries, utilizing a "sales-driven production" and "production-driven procurement" approach [6] - Despite operational optimizations, the financial results showed a significant decline in profitability, with a weighted average return on net assets of -14.30%, down 10.17 percentage points year-on-year [6] - The return on invested capital was -1.93%, a decrease of 0.51 percentage points compared to the previous year, indicating that strategic adjustments did not effectively counteract the adverse economic conditions [6] Group 4: Overall Business Outlook - Baoxin Technology faces considerable operational pressure in 2024, with unmet performance expectations despite strategic initiatives in smart manufacturing and new energy [6] - The company must further optimize its industrial structure and enhance core competitiveness to adapt to market changes and industry challenges [6]

证券代码：002514 证券简称：宝馨科技 公告编号：2025-050 江苏宝馨科技股份有限公司 第六届监事会第十次会议决议公告 《2025 年第一季度报告》详见《证券时报》《上海证券报》《中国证券报》 《证券日报》及巨潮资讯网（www.cninfo.com.cn）。 三、 备查文件 1 本公司及监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、 会议召开情况 江苏宝馨科技股份有限公司（以下简称"公司"）第六届监事会第十次会议 于 2025 年 4 月 25 日以电子邮件的方式发出会议通知，并于 2025 年 4 月 28 日在 公司会议室以现场及通讯表决相结合的方式召开。本次会议应出席的监事人数为 3 名，实际出席监事 3 名，其中监事吕东芹女士以通讯表决方式出席本次会议。 本次会议由监事会主席宗珊珊女士主持，公司董事会秘书代行人列席了本次会议。 本次会议的召开符合《中华人民共和国公司法》及《公司章程》等相关规定，表 决所形成的决议合法、有效。 二、 会议审议情况 1、审议通过了《关于公司 2025 年第一季度报告的议案》 经审议，监事会认为：公司《2025 年第 ...