2025.04. 24 4月24日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 四连板先达股份：目前烯草酮产品成交价格稳中有升 后续价格具有不确定性 先达股份发布股票交易异常波动公告，公司近期关注到有相关媒体关于烯草酮产品的报道。公司所产 烯草酮产品主要销往海外市场，主要销售季节为每年4—8月份。目前烯草酮产品成交价格稳中有 升，产品供应趋于紧张，但受市场竞争、原材料价格等因素影响，后续价格具有不确定性。 恒瑞医药：一季度净利润18.74亿元 同比增长36.9% 恒瑞医药披露一季报，公司2025年第一季度实现营业收入72.06亿元，同比增长20.14%；净利润 18.74亿元，同比增长36.9%。 珀莱雅：一季度净利润3.9亿元 同比增长28.87% 珀莱雅披露一季报，公司2025年第一季度实现营业收入23.59亿元，同比增长8.13%；净利润3.9亿 元，同比增长28.87%。 超声电子：一季度净利润同比增长142.26% 超声电子发布一季报，2025年第一季度营业收入14.66亿元，同比增长15.81%；归母净利润4177.25 万元，同比增长142 ...

核心观点 以下文章来源于大地期货研究院 ，作者大地期货研究院 大地期货研究院官方订阅号 欢迎加入交易理想国知识星球 大地期货研究院 . 01 中美贸易冲突继续升级 1. 美国关税政策最新进展 | 国家 | 对等 | 国家 | 对等 | 国家 | 对等 | 国家 | 对等 | 国家 | 对等 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 关税 | | 关税 | | 关税 | | 关税 | | 关税 | | 中国 | 145% | 马来西亚 | 24% | 澳大利亚 | 10% | 多米尼加共 | 10% | 哈萨克斯坦 | 27% | | | | | | | | 和国 | | | | | 欧盟 | 20% | 東埔寨 | 49% | 巴基斯坦 | 29% | 阿联首 | 10% | 塞尔维亚 | 37% | | 成南 | 46% | 東国 | 10% | 王自真 | 10% | 新西兰 | 10% | 埃及 | 10% | | 中国合湾 | 32% | 南非 | 30% | 斯里兰卡 | 44% | 阿根廷 | 10% | ...

Core Viewpoint - The stock market experienced a significant net outflow of 17.03 billion yuan, with 8 stocks seeing a net inflow exceeding 200 million yuan, led by Xilong Science with a net inflow of 273 million yuan [1][2]. Market Overview - The Shanghai Composite Index closed up by 0.03% today. Throughout the day, there was a total net outflow of 17.03 billion yuan from the two markets, with 1,618 stocks experiencing net inflows and 2,783 stocks facing net outflows [1]. - Among the 9 sectors that saw net inflows, the public utilities sector led with a net inflow of 1.48 billion yuan, followed by the pharmaceutical and biological sector with a net inflow of 524 million yuan [1]. Individual Stock Performance - Eight stocks had net inflows exceeding 200 million yuan, with Xilong Science leading at 273 million yuan, followed by Tianwo Technology at 264 million yuan. Other notable stocks include Hongbaoli, Shaoneng Shares, and Ningde Times [2]. - Stocks with significant net outflows included Qingdao Kingking with a net outflow of 492 million yuan, followed by Runze Technology and Satellite Chemical with outflows of 478 million yuan and 406 million yuan, respectively [2][4]. - Stocks with net inflows of over 200 million yuan saw an average increase of 8.01%, outperforming the Shanghai Composite Index. Notably, stocks like Shuangcheng Pharmaceutical and Xilong Science closed at their daily limit [2]. Sector Analysis - The sectors with the highest net inflows included public utilities, construction decoration, and basic chemicals, with 3, 1, and 1 stocks respectively from these sectors making the list of top inflows [2]. - Conversely, the sectors with the highest net outflows included electronics, with a net outflow of 3.97 billion yuan, followed by computers with 3.62 billion yuan [1][4].

Group 1 - The acrylic acid concept sector increased by 1.89%, ranking second in terms of sector gains, with seven stocks rising, including Bohai Chemical which hit the daily limit, and Shenyang Chemical, Benli Technology, and Akolai showing gains of 7.65%, 4.48%, and 2.50% respectively [1] - The main funds in the acrylic acid concept sector experienced a net outflow of 215 million yuan, with six stocks seeing net inflows, led by Bohai Chemical with a net inflow of 56.065 million yuan [2][3] - The net inflow ratios for Bohai Chemical, Shenyang Chemical, and Baolijia were 31.95%, 18.48%, and 5.62% respectively, indicating strong interest from main funds [3] Group 2 - The top gainers in the acrylic acid concept included Bohai Chemical, Shenyang Chemical, and Baolijia, while the top decliners were Tianlong Group, Wanhua Chemical, and Rike Chemical, with declines of 2.68%, 1.09%, and 1.01% respectively [1][4] - The trading volume and turnover rates for the leading stocks in the acrylic acid concept were notable, with Bohai Chemical showing a turnover rate of 5.07% and Shenyang Chemical at 7.38% [3][4] - The overall market sentiment in the acrylic acid sector appears positive despite some individual stock declines, reflecting a mixed but generally upward trend in the sector [1][2]

Financial Performance - The company's revenue for Q1 2025 reached ¥12,328,965,786.39, representing a 40.03% increase compared to ¥8,804,715,234.95 in the same period last year[6] - Net profit attributable to shareholders was ¥1,568,469,323.36, up 53.38% from ¥1,022,615,451.76 year-on-year[6] - The net profit after deducting non-recurring gains and losses was ¥1,692,092,059.89, reflecting a 59.17% increase from ¥1,063,049,340.04 in the previous year[6] - Basic and diluted earnings per share rose to ¥0.47, a 56.67% increase from ¥0.30 in the previous year[6] - Net profit for the current period was ¥1,567,570,031.91, compared to ¥1,020,671,267.89 in the previous period, reflecting a growth of approximately 54%[24] - Earnings per share (EPS) for the current period was ¥0.47, an increase from ¥0.30 in the previous period, marking a growth of about 56.7%[25] - The company reported a total comprehensive income of ¥1,534,193,321.01, compared to ¥1,039,019,481.30 in the previous period, representing an increase of approximately 47.5%[24] Cash Flow - The net cash flow from operating activities increased by 141.91% to ¥1,598,501,498.16, compared to ¥660,779,331.17 in the same period last year[6] - Cash inflow from operating activities totaled ¥14,287,759,896.73, compared to ¥8,976,340,827.95 in the previous period, representing an increase of approximately 59.5%[26] - The net cash flow from operating activities was $1,598,501,498.16, an increase from $660,779,331.17 in the previous period, reflecting a significant growth of approximately 142.4%[27] - Total cash outflow from operating activities amounted to $12,689,258,398.57, compared to $8,315,561,496.78 previously, indicating a rise of about 52.8%[27] - The cash and cash equivalents at the end of the period were $7,601,119,111.82, up from $5,642,760,507.29, reflecting an increase of about 34.4%[28] - The cash and cash equivalents net increase was -$774,673,362.00, compared to -$523,968,706.37, indicating a decline of approximately 47.8%[28] Assets and Liabilities - Total assets at the end of the reporting period were ¥68,659,531,214.26, a slight increase of 0.52% from ¥68,305,210,214.96 at the end of the previous year[6] - Total liabilities decreased to ¥36,818,489,513.65 from ¥38,000,485,258.24, a reduction of about 3.1%[20] - Non-current liabilities totaled ¥22,454,525,881.76, slightly down from ¥22,628,101,893.79, indicating a decrease of approximately 0.8%[20] - The company's total equity increased to ¥31,841,041,700.61 from ¥30,304,724,956.72, reflecting a growth of about 5.1%[20] Shareholder Information - Total number of common shareholders at the end of the reporting period is 40,685[14] - Zhejiang Satellite Holdings Co., Ltd. holds 34.60% of shares, totaling 1,165,589,005 shares[14] - The company has a significant shareholder structure with YANG YA ZHEN holding 11.64% and Hong Tao holding 1.26%[14] - The total number of preferred shareholders at the end of the reporting period is 0[14] Operational Metrics - Total operating revenue for the current period reached ¥12,328,965,786.39, a significant increase from ¥8,804,715,234.95 in the previous period, representing a growth of approximately 40.5%[22] - Total operating costs amounted to ¥10,497,617,670.84, up from ¥7,732,357,985.71, indicating an increase of about 35.5%[22] - Research and development expenses were ¥369,275,501.73, a slight decrease from ¥394,117,942.93, indicating a reduction of about 6.3%[23] Investment and Financing Activities - The company experienced a 376.09% increase in investment income, reaching ¥102,483,359.77 compared to ¥21,526,206.04 in the previous year[12] - The net cash flow from investing activities was -$1,243,965,782.31, worsening from -$957,501,575.85, showing a decline of approximately 30%[27] - Cash inflow from financing activities totaled $539,615,487.38, a decrease from $5,518,201,729.35, representing a drop of about 90.2%[27] - The net cash flow from financing activities was -$1,078,399,621.47, compared to -$234,985,917.04, indicating a decline of approximately 359.5%[27] Other Information - The company has not disclosed any new product or technology developments in the current reporting period[15] - The company did not undergo an audit for the first quarter report[29]

卫星化学（002648）公告，2025年第一季度营业收入123.29亿元，同比增长40.03%。净利润15.68亿 元，同比增长53.38%。 ...

Group 1 - The company has approved a share repurchase plan, intending to use self-owned or self-raised funds to buy back shares through centralized bidding, with a total fund amount between 200 million and 400 million RMB, and a maximum repurchase price of 29.50 RMB per share [2] - The implementation period for the share repurchase is set to be within twelve months from the board's approval date [2] - The company has applied for a special loan for stock repurchase from China Construction Bank, with a loan amount of 360 million RMB and a term of 36 months [4] Group 2 - The loan commitment letter from China Construction Bank provides financing support for the company's share repurchase, but does not guarantee the specific amount or number of shares to be repurchased [5] - The company will implement the share repurchase plan based on market conditions and the availability of funds, and will fulfill its information disclosure obligations as required by laws and regulations [5]

证券代码：002648 证券简称：卫星化学 公告编号：2025-023 卫星化学股份有限公司 关于取得金融机构股票回购专项贷款承诺书的公告 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。 一、回购股份方案的基本情况 卫星化学股份有限公司（以下简称"公司"）于2025年4月10日召开的第五 届董事会第九次会议审议通过了《关于回购公司股份方案的议案》，公司拟使用 自有/自筹资金以集中竞价交易的方式回购公司部分股份，用于实施公司事业合 伙人持股计划或其他股权激励计划。本次回购股份的资金总额不低于2亿元（含）、 不超过4亿元（含），回购价格不超过29.50元/股（含）。本次回购股份的实施期 限为自公司董事会审议通过本回购方案之日起不超过十二个月。具体内容详见公 司在《证券时报》《中国证券报》和巨潮资讯网（www.cninfo.com.cn）上披露的 《关于回购公司股份方案的公告暨回购报告书》（公告编号：2025-018）。 二、贷款承诺书的主要内容 本次取得《贷款承诺书》可为公司回购股票提供融资支持。本次取得金融机 构股票回购专项贷款承诺书不代表公司对本次回购股份方案 ...

4月23日，特朗普关税"改口"，A股收盘涨跌不一，全天成交1.26万亿元，较前一交易日增量1413亿元。 板块上，机器人、汽车零部件、消费电子、电机等板块活跃，贵金属、黄金概念重挫，商业百货、食品饮料、预制菜等板块走低。 下面我们来看下今日龙虎榜情况： | | 爱博医疗 -20.00% | 曙光股份 6.43% | 百大集团 -8.70% | 丽尚国潮 -5.28% | 西昌电力 5.00% | 浙江自然 10.02% | 丰标品 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 轻纺城 10.05% | 连云港 10.00% | 健尔康 10.01% | 天和磁材 2.12% | 华脉科技 3.75% | 保税科技 2.35% | 信雅 | | 沪市 | 肯特催化 -5.15% | 安记食品 -9.98% | 安正时尚 -9.98% | 葫芦娃 -9.99% | 中毅达 -10.00% | 赤峰黄金 -10.00% | CONDE | | | 凌云B股 -10.00% | ST新潮 2.56% | ST广物 5.05% | ST通葡 4.98% ...

Core Viewpoint - The article discusses the recent developments in US-China trade relations and their impact on the A-share market, highlighting the mixed performance of various sectors and companies in response to news about potential tariff reductions and trade agreements [1]. Group 1: US-China Trade Relations - Bessent stated that the current tariffs of 145% on Chinese goods and 125% on US goods are unsustainable, suggesting a de-escalation in the near future [1]. - The White House indicated that Trump is laying the groundwork for a trade agreement with China, with a positive outlook on the relationship [1]. - Trump mentioned that he would be "very friendly" in negotiations with Beijing and that tariffs on Chinese imports would significantly decrease but not to zero [1]. Group 2: Market Reactions - Following the news, sectors such as the outbound industry chain and consumer electronics saw a rebound, with robotics being the standout performer [1]. - Tesla's Elon Musk projected that thousands of Optimus robots would be operational in Tesla factories by the end of the year, with a long-term goal of producing one million units annually by 2029 or 2030 [1]. - Xiaopeng Motors showcased its robot model IRON, which attracted significant attention at an event, indicating strong market interest in robotics [1]. Group 3: Gold Market Outlook - Despite a drop in gold prices, there is a positive long-term outlook for gold due to geopolitical tensions, with Morgan Stanley predicting gold prices could exceed $4,000 per ounce next year [6]. - The report anticipates an average gold price of $3,675 per ounce by Q4 2025, with potential for earlier increases if demand exceeds expectations [6]. Group 4: A-Share Market Performance - The A-share market showed mixed results, with the Shanghai Composite Index closing down 0.1%, while the Shenzhen Component and ChiNext Index rose by 0.67% and 1.08%, respectively [7]. - The total market turnover reached 12,625 billion yuan, an increase of 1,412 billion yuan from the previous day [7]. - High-profile stocks experienced declines, with 72 stocks hitting the daily limit up and 16 stocks closing at the limit down [7].