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跨境通(002640) - 002640跨境通投资者关系管理信息20250520
2025-05-20 09:28
Group 1: Business Performance - In 2024, the company's cross-border e-commerce import business generated revenue of 532,644.37 million, accounting for 93.13% of total revenue [1] - The cross-border export business achieved revenue of 35,697.24 million, representing 6.24% of total revenue [1] - The company's total assets as of Q1 2025 were 3.164 billion, with a net asset value of 855 million [2] Group 2: Legal Matters - The ongoing arbitration case involves an amount of 154 million, with details available in the company's 2024 annual report [2] - The company has not received any notifications regarding the restructuring progress from the Taiyuan Intermediate Court [9] Group 3: Future Strategies - The company plans to continue focusing on its core business and improving profitability and governance [3][8] - Future development strategies and plans are detailed in the company's 2024 annual report [3][8] Group 4: Market Conditions - The impact of the U.S. tariff policy on the company's overall business is limited due to the primary focus on import operations [4][9] - The company is monitoring macroeconomic conditions and industry trends that affect stock performance [9]
龙虎榜丨5.05亿资金抢筹红宝丽,机构狂买跨境通(名单)
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-16 11:12
Market Overview - On May 16, the Shanghai Composite Index fell by 0.4%, the Shenzhen Component Index decreased by 0.07%, and the ChiNext Index declined by 0.19% [2] - A total of 45 stocks appeared on the "Dragon and Tiger List" due to significant market movements, with the highest net inflow of funds being 505 million yuan into Hongbaoli (002165.SZ) [2] Stock Performance - Among the 45 stocks on the list, 30 experienced net buying while 15 faced net selling [2] - Hongbaoli saw a closing price increase of 9.99% with a turnover rate of 41.28% [2] - The stock with the highest net outflow was Yushanchuan A (000565.SZ), which had a net selling amount of 96 million yuan, despite a closing price increase of 9.97% and a turnover rate of 32.9% [2] Institutional Activity - On the same day, 21 stocks on the list showed institutional involvement, with a total net buying of 227 million yuan by institutions [2] - The stock with the highest institutional net buying was Kuaijingtong (002640.SZ), which closed up by 2.31% and had a turnover rate of 39.61% [2] - The stock with the highest institutional net selling was Changhua Chemical (301518.SZ), which closed up by 5.28% and had a turnover rate of 39.15% [2] Northbound Capital - Northbound funds participated in 7 stocks on the Dragon and Tiger List, with a total net buying of 128 million yuan [3] - The highest net buying from northbound funds was in Huaxia Happiness (600340.SH), amounting to 39.65 million yuan, which accounted for 6.83% of the total transaction amount [3] - The stock with the highest net selling by northbound funds was Haoen Qidian (301488.SZ), with a net selling amount of 646,970 yuan, despite a closing price increase of 20% and a turnover rate of 30.02% [3] Divergence in Institutional and Northbound Funds - There was a divergence in the trading of Gribro, where institutions sold 24.37 million yuan while northbound funds bought 7.87 million yuan [3]
数据复盘丨汽车、机械设备等行业走强 47股获主力资金净流入超亿元
Zheng Quan Shi Bao Wang· 2025-05-16 10:48
Market Overview - The Shanghai Composite Index closed at 3367.46 points, down 0.4%, with a trading volume of 435.65 billion yuan [1] - The Shenzhen Component Index closed at 10179.60 points, down 0.07%, with a trading volume of 653.90 billion yuan [1] - The ChiNext Index closed at 2039.45 points, down 0.19%, with a trading volume of 298.46 billion yuan [1] - The STAR Market 50 Index closed at 995.24 points, down 0.57%, with a trading volume of 17.18 billion yuan [1] - Total trading volume for both markets was 1,089.54 billion yuan, a decrease of 62.86 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included automotive, machinery, pharmaceuticals, retail, chemicals, jewelry, telecommunications, and light manufacturing [2] - Weak sectors included beauty care, securities, insurance, food and beverage, banking, and oil and petrochemicals [2] - The automotive sector saw the highest net inflow of funds, amounting to 3.91 billion yuan [7] Stock Performance - A total of 2,871 stocks rose, while 2,054 stocks fell, with 200 stocks remaining flat [2] - 71 stocks hit the daily limit up, while 13 stocks hit the limit down [2] - The most popular stock by limit-up orders was Hongtong Gas, with a closing limit-up order of 39.87 million shares [2] Fund Flow - The net inflow of main funds in the two markets was 2.38 billion yuan, with 17 sectors showing net inflows [5][7] - The net outflow from the ChiNext was 2.70 billion yuan, while the net inflow for the CSI 300 was 1.24 billion yuan [5] - 47 stocks saw net inflows exceeding 1 billion yuan, with BYD leading at 1.34 billion yuan [9][10] Institutional Activity - Institutions net bought 2.27 billion yuan worth of stocks, with the highest net purchase in Kuaijingtong at approximately 112.44 million yuan [14][15] - The most sold stock by institutions was Jilin Chemical Fiber, with a net outflow of 769 million yuan [11][12]
龙虎榜复盘 | 题材持续快速轮动,AEBS概念迎来爆发
Xuan Gu Bao· 2025-05-16 09:55
龙虎榜机构热股 今天机构龙虎榜上榜27只个股,净买入16只,净卖出11只。当日机构买入最多的个股前三位是:跨境通(1.06亿)、新瀚新材(7439万)、红宝丽(6861 万)。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 机构 | | --- | --- | --- | --- | | 跨境通 002640.SZ | +2.31% | 4/1 | +1 | | 新潮新材 301076.SZ | +16.60% | 3/3 | +74 | | 4T 宁面 002165 S7 | 10000 DT | 110 | 140 | 跨境通 龙虎榜显示,5家机构净买入1.06亿。 公司主营业务包括跨境出口电商业务、跨境进口电商业务两大类,助力中国优质产品通过电商渠道输出到海外市场,同时将海外的优质产品进口到中国市 场,主要产品品类为服装类、家居类、配饰类、母婴类以及保健品品类等。 龙虎榜知名游资 一、AEBS概念 催化方面,据证券时报5月15日报道,近日,备受关注的强制性国家标准《轻型汽车自动紧急制动系统技术要求及试验方法》完成起草,进入公开征求意见 阶段。 对比现行标准,该标准由推荐性转为强制性,且适用范围有所扩 ...
龙虎榜 | 尤夫股份3连板,1.27亿资金出逃!东北猛男抢筹中毅达
Ge Long Hui A P P· 2025-05-15 10:43
Market Overview - On May 15, the Shanghai Composite Index fell by 0.68% to 3380 points, while the Shenzhen Component Index dropped by 1.62% and the ChiNext Index decreased by 1.92%. Over 3800 stocks in the market declined [1] Stock Performance - Notable gainers included companies in the beauty care, cosmetics, pet economy, food and beverage, and dairy sectors, while Tencent Cloud and state-owned cloud concepts saw declines [1] - Stocks with significant increases included: - *ST Da with a rise of 45.07% to 4.56, supported by chemical sector and shareholder increase [2] - *ST Yanzhen with a 4.99% increase to 9.04, driven by revenue growth in Q1 [2] - Chengfei Integration with a 10.01% rise to 32.63, linked to military and automotive parts sectors [2][20] Trading Dynamics - The top three stocks by net buying on the trading board were: - Yuzhongxia A with a net buy of 99.27 million [5] - Tongda Co. with a net buy of 84.30 million [5] - Chengfei Integration with a net buy of 83.13 million [5] - The top three stocks by net selling were: - Xiangyang Bearing with a net sell of 193 million [6] - Zhongyida with a net sell of 183 million [6] - Cross-border Communication with a net sell of 165 million [6] Company Highlights - Chengfei Integration focuses on automotive parts and tooling, with a significant portion of its revenue from these sectors [20] - The company has established a long-term strategic partnership with Chengfei Group, recognized as a core strategic supplier [20][21] - The company is expanding its lightweight automotive parts business, with projects already in mass production [20] Sector Insights - The textile sector saw notable activity, with Suzhou Longjie and Yingfeng Co. both recording significant gains [11][12] - The chemical fiber industry is experiencing growth, with companies like Jilin Chemical Fiber showing strong performance [4][22] Investment Trends - Institutional investors showed interest in stocks like Yuzhongxia A and Chengfei Integration, indicating potential confidence in these companies [5][27] - The trading volume and turnover rates for several stocks suggest active trading and investor engagement in the market [4][22]
龙虎榜 |跨境通上涨2.57%,知名游资国信浙江互联网分公司买入4152.81万元
Jin Rong Jie· 2025-05-15 09:52
5月15日,跨境通上涨2.57%登上龙虎榜,日换手率达20%,知名游资买入。 龙虎榜显示,买入前五合 计买入2.91亿元,卖出前五合计卖出4.56亿元,净额-1.65亿元。 其中,机构专用、东方财富证券股份有 限公司拉萨金融城南环路证券营业部、国信证券股份有限公司浙江互联网分公司分别买入5351.53万 元、4840.56万元、4152.81万元。 国泰海通证券股份有限公司上海松江区中山东路证券营业部、机构专 用、中泰证券股份有限公司湖北分公司分别卖出8354.04万元、8347.65万元、6257.83万元。 买入金额最 大的前5名营业部 买入额/万 卖出额/万 净额/万 机构专用 5351.53 8347.65 -2996.12 东方财富证券股份有 限公司拉萨金融城南环路证券营业部 4840.56 3291.85 1548.71 国信证券股份有限公司浙江互联网分公司 4152.81 2997.89 1154.92 东方财富证券股份有限公司拉萨团结路第一证券营业部 4094.62 3274.97 819.65 东方财富证券股份有限公司拉萨东环路第二证券营业部 3801.58 2797.92 1003.66 ...
年内首次降准,今日落地;美国调整对华加征关税;桥水Q1爆买阿里巴巴,建仓京东和黄金ETF
第一财经· 2025-05-15 00:56
Monetary Policy - The People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio for financial institutions, effective May 15, which is expected to provide approximately 1 trillion yuan in long-term liquidity to the market [2] - The reserve requirement ratio for auto finance companies and financial leasing companies was reduced from 5% to 0%, enhancing their credit supply capabilities [2] Trade Relations - The U.S. has rescinded a total of 91% of tariffs on Chinese goods and modified a 34% tariff, with 24% of it suspended for 90 days, while retaining 10% [3][4] - In response to the U.S. tariff adjustments, China has also suspended related countermeasures, including 91% of its retaliatory tariffs [10] E-commerce and Export - Following the adjustment of U.S.-China tariff policies, many cross-border e-commerce companies quickly lowered their product prices, leading to a surge in orders [5] - A Shenzhen-based company reported a significant increase in orders from previously disconnected U.S. clients, prompting them to expedite production and shipping [5] Investment Trends - Bridgewater Associates significantly increased its holdings in Alibaba by over 5.4 million shares, marking a 21-fold increase, and also initiated positions in JD.com and a gold ETF [6] - The fund reduced its stake in major holdings like the S&P 500 ETF and Nvidia, indicating a strategic shift in investment focus [6] Export Controls - The Ministry of Commerce announced a temporary suspension of export control measures on 28 U.S. entities for 90 days, allowing for potential exports of dual-use items [7] - The government emphasized the importance of controlling the export of strategic minerals to safeguard national security [8][9] Real Estate and Loans - The central bank reported a decline in the proportion of residential loans from 37% to approximately 32% over the past five years, indicating a more rational approach to housing investment by residents [15] - The manufacturing sector's share of medium to long-term loans increased from 5.1% to about 9.3%, while the real estate and construction sectors saw a decrease from 15.9% to 13% [15] Financial Support - Shenzhen Metro Group has provided nearly 12 billion yuan in direct loans to Vanke this year, with the latest loan amounting to 1.55 billion yuan [24]
跨境通宝电子商务股份有限公司关于参加山西辖区上市公司2025年投资者网上集体接待日活动的公告
Shang Hai Zheng Quan Bao· 2025-05-14 19:49
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002640 证券简称:跨境通 公告编号:2025-033 跨境通宝电子商务股份有限公司 关于参加山西辖区上市公司2025年投资者 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流,跨境通宝电子商务股份有限公司(以下简称"公司") 将参加由山 西证监局、山西省上市公司协会与深圳市全景网络有限公司联合举办的"山西辖区上市公司2025年投资 者网上集体接待日暨年报业绩说明会",现将相关事项公告如下: 出席本次网上集体接待日活动的人员有:公司董事长、总经理李勇先生、财务负责人李玉霞女士、董事 会秘书王月娣女士,欢迎广大投资者积极参与。 特此公告。 跨境通宝电子商务股份有限公司董事会 二〇二五年五月十五日 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站(http://rs.p5w.net),或关注微信 公众号:全景财经,或下载全景路演APP,参与本次互动交流,活动时间为2025年5月20日(周二) 15:00-17:00。届时就公司202 ...
揭秘涨停丨热门军工股“狂揽”六连板
Zheng Quan Shi Bao Wang· 2025-05-14 10:48
Market Overview - A total of 91 stocks hit the daily limit up in the A-share market, with 63 stocks hitting the limit after excluding 28 ST stocks, resulting in an overall limit-up rate of 78.45% [1] Limit-Up Stocks - The highest limit-up order volume was seen in Ningbo Marine, with 779,400 hands, followed by Zongyi Co., COSCO Shipping Development, and Cross-Border Communication with 600,900 hands, 429,100 hands, and 388,700 hands respectively [2] - Notable continuous limit-up stocks include *ST Chuangxing and *ST Yazhen with 7 consecutive limit-ups, while Chengfei Integration and Lijun Co. achieved 6 consecutive limit-ups [2] Industry Highlights Shipping Industry - Key limit-up stocks in the shipping sector include Ningbo Marine, Ningbo Ocean, Phoenix Shipping, and COSCO Shipping Development [3] - Ningbo Marine focuses on domestic coastal and Yangtze River transportation, while Ningbo Ocean aims to become a leading regional logistics service provider in Asia, projecting a 14.5% year-on-year increase in container transport volume for 2024 [3] Financial Sector - Limit-up stocks in the financial sector include Hongta Securities, Ruida Futures, Jinlong Co., and China Pacific Insurance [4] - Hongta Securities aims for high-quality development as a state-controlled financial enterprise, while Ruida Futures holds various licenses for futures trading and is a participant in multiple exchanges [4] Logistics Industry - Limit-up stocks in the logistics sector include Haicheng Bangda, Feilida, Jiacheng International, and Zhongchu Logistics [5] - Haicheng Bangda provides comprehensive logistics services with a focus on cross-border logistics, while Jiacheng International has begun trial operations of a multi-functional smart logistics center in Hainan [5] Institutional Activity - Cross-Border Communication saw a net institutional buy of nearly 100 million yuan, with notable net purchases also in Xiangyang Bearing and Jinlong Co. [6][7] - The top three net buying stocks by institutions included Cross-Border Communication, Xiangyang Bearing, and Hongqiang Co., with amounts of 96.56 million yuan, 72.39 million yuan, and 54.28 million yuan respectively [7]
数据复盘丨保险、证券等行业走强 53股获主力资金净流入超亿元
Zheng Quan Shi Bao Wang· 2025-05-14 10:27
5月14日,上证指数早盘低位窄幅震荡,临近午盘回升上扬,午后震荡攀升,随后有所回落;深证成 指、创业板指早盘低位窄幅震荡,午后回升上扬,随后再度回落;科创50指数早盘冲高回落,午后回升 上扬,之后震荡回落。截至收盘,上证指数报3403.95点,涨0.86%,成交额5348.73亿元;深证成指报 10354.22点,涨0.64%,成交额7818.73亿元;创业板指报2083.14点,涨1.01%,成交额3694.73亿元;科 创50指数报1013.77点,涨0.41%,成交额218.53亿元。沪深两市合计成交13167.46亿元,成交额较上一 交易日增加251.96亿元。 个股涨跌情况,截至收盘,沪深两市合计2151只个股上涨,2729只个股下跌,平盘个股245只,停牌的 个股21只。不含当日上市新股,共有89只个股涨停,10只个股跌停。 保险、证券等行业走强 *ST宇顺连收14个涨停板 盘面上来看,行业板块、概念涨多跌少。其中,保险、证券、交通运输、食品饮料、商贸零售、石油石 化、农林牧渔、贸易等行业涨幅靠前;统一大市场、快递、券商、赛马、海洋经济、稀土永磁、跨境电 商、钛白粉等概念走势活跃。国防军工、美容护 ...