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沪深两市连续20个交易日成交超万亿元 A股资金转向高股息资产
Market Overview - A-shares maintained an upward trend with the Shanghai Composite Index closing at 3387.57 points, up 0.21%, and the Shenzhen Component Index at 10294.22 points, up 0.44% [1] - The ChiNext Index closed at 2065.39 points, up 0.83%, with trading volume exceeding 1 trillion yuan for the 20th consecutive day [1] Sector Performance - Solid-state battery stocks surged, with leading companies like Lipa Technology, Guoxuan High-Tech, and Jinlongyu hitting the daily limit [1] - Innovative drug concepts remained active, with Shutaishen reaching a 20% limit up [1] - Precious metals, coal, and electric grid sectors showed significant gains, while high-profile stocks experienced divergence with some hitting the daily limit down [1] Gold Sector - Gold concept stocks performed strongly, with Xiaocheng Technology rising over 10% and several others hitting the daily limit [2] - International gold prices rebounded, with COMEX and London spot gold both surpassing $3300 per ounce [2] - China's gold imports reached 127.5 tons in April, a new 11-month high, with a month-on-month increase of 73% [2] - East Asia Securities noted that the financial attributes of gold are strengthening, and the demand-supply dynamics are expected to support prices [2] Power Sector - Coal and power stocks were active, with Dayou Energy hitting the daily limit and several others rising over 5% [3] - The National Energy Administration reported that total electricity consumption in April was 772.1 billion kWh, a year-on-year increase of 4.7% [5] - Benefiting from falling coal prices, thermal power performance is expected to improve, especially in the peak electricity consumption season [5] - Current valuations in the power sector are seen as attractive, with significant potential for growth [5] Market Outlook - Structural market trends are expected to continue, with increased opportunities for individual stocks [6] - The market is experiencing a clear differentiation in style, with small-cap stocks gaining favor as risk appetite improves [6] - Analysts suggest that Chinese assets and stock markets present a compelling investment opportunity due to their valuation and risk premium [6]
石油,重大突发!
Zhong Guo Ji Jin Bao· 2025-05-21 08:08
Market Overview - A-shares experienced a volatile increase on May 21, with the Shanghai Composite Index rising by 0.21%, the Shenzhen Component Index by 0.44%, and the ChiNext Index by 0.83% [2] - The North Star 50 Index reached a new historical high, with a total of 1,615 stocks rising and 3,604 stocks declining [2][3] Stock Performance - Gold stocks saw a collective surge, with notable performers including Lai Shen Tong Ling, which hit the daily limit, and Xiao Cheng Technology, which rose over 10% [3] - Solid-state battery concept stocks exploded, with Jin Long Yu, Guo Xuan High-Tech, and Ling Pai Technology hitting the daily limit [5] - Pharmaceutical stocks remained active, with San Sheng Guo Jian, Shu Tai Shen, and Hai Chen Pharmaceutical also hitting the daily limit [6] Oil Market Dynamics - Brent crude oil prices surpassed $66 per barrel, while WTI crude oil saw a peak increase of 3.5% before retreating [8] - The oil market has been volatile due to fluctuating news regarding Iran and U.S. nuclear negotiations, with potential Israeli strikes on Iranian nuclear facilities causing price spikes [11][12] - If Israel were to strike, it could disrupt global oil supply, with estimates suggesting that such an action could increase oil prices by approximately $8 per barrel [14]
贵金属板块持续走高 晓程科技涨超10%
news flash· 2025-05-21 06:03
Group 1 - The precious metals sector is experiencing a significant rise, with notable increases in stock prices for companies such as Xiaocheng Technology (300139) which surged over 10% [1] - Other companies in the sector, including Western Gold (601069), Hunan Gold (002155), Sichuan Gold (001337), Chifeng Gold (600988), and Hengbang Shares (002237), also saw their stock prices increase [1] Group 2 - The current gold market is witnessing a strong bullish trend, indicating a potential opportunity for investors to allocate funds into safe-haven assets [2]
晓程科技(300139) - 北京市康达律师事务所关于北京晓程科技股份有限公司2024年年度股东大会的法律意见书
2025-05-16 11:14
北京市朝阳区建外大街丁 12 号英皇集团中心 8、9、11 层 8/9/11/F, Emperor Group Centre, No.12D, Jianwai Avenue, Chaoyang District, Beijing, 100022, P.R.China 电话/Tel.:010-50867666 传真/Fax:010-56916450 网址/Website:www.kangdalawyers.com 北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 北京市康达律师事务所 关于北京晓程科技股份有限公司 2024 年年度股东大会的法律意见书 康达股会字【2025】第 0235 号 致:北京晓程科技股份有限公司 根据《中华人民共和国公司法》(以下简称"《公司法》")、《上市公司股东会 规则》(以下简称"《规则》")、《深圳证券交易所上市公司股东会网络投票实施细 则》(以下简称"《实施细则》")、《北京晓程科技股份有限公司章程》(以下简称 "《公司章程》")及北京晓程科技股份有限公司(以下简称"公司")与北京市康达 ...
晓程科技(300139) - 2024年年度股东大会决议公告
2025-05-16 11:14
证券代码:300139 证券简称:晓程科技 公告编号:2025-018 北京晓程科技股份有限公司 2024 年年度股东大会决议公告 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,无虚假记载、 误导性陈述或重大遗漏。 通过现场和网络投票的股东 254 人,代表股份 55,081,266 股,占公司有表决权股 份总数的 20.1027%。其中:通过现场投票的股东、股东代表及代理人共 4 人,代表股 份 53,746,700 股,占公司有表决权股份总数的 19.6156%。 通过网络投票的股东 250 人,代表股份 1,334,566 股,占公司有表决权股份总数的 0.4871%。 特别提示: 1、 本次股东大会不存在否决议案的情形。 2、 本次股东大会不涉及变更以往股东大会已通过的决议。 一、 会议召开和出席情况 北京晓程科技股份有限公司(以下简称"公司")2024 年年度股东大会于 2025 年 5 月 16 日(星期五)下午 14:30 在公司会议室召开。本次股东大会采取现场投票与网 络投票相结合的方式。 本次股东大会由董事会召集,由公司董事周劲松女士主持会议,公司部分董事、监 事、高级管理人员出 ...
晓程科技: 关于召开2024年年度股东大会的提示性公告
Zheng Quan Zhi Xing· 2025-05-12 08:28
证券代码:300139 证券简称:晓程科技 公告编号:2025-017 北京晓程科技股份有限公司 关于召开 2024 年年度股东大会的提示性公告 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,无虚假记载、 误导性陈述或重大遗漏。 经北京晓程科技股份有限公司(以下简称"公司"、"本公司")第八届董 事会第十四次会议决议,本公司将于 2025 年 5 月 16 日(星期五)以现场投票结 合网络投票方式召开公司 2024 年年度股东大会,并已于 2025 年 4 月 17 日在巨 潮资讯网上发布《关于召开 2024 年年度股东大会的通知》。 一、本次股东大会召开的基本情况 部门规章、规范性文件和公司章程的规定。 开,公司股东应选择现场投票、网络投票中的一种方式,如果同一表决权出现重 复投票表决的,以第一次投票表决结果为准。 (1)现场会议召开时间为:2025 年 5 月 16 日(星期五)下午 14:30 (2)网络投票时间为:2025 年 5 月 16 日。其中,通过深圳证券交易所交 易系统进行网络投票的时间为 2025 年 5 月 16 日上午 09:15-09:25,09:30-11:30, 下午 ...
晓程科技(300139) - 关于召开2024年年度股东大会的提示性公告
2025-05-12 07:42
证券代码:300139 证券简称:晓程科技 公告编号:2025-017 北京晓程科技股份有限公司 关于召开 2024 年年度股东大会的提示性公告 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,无虚假记载、 误导性陈述或重大遗漏。 经北京晓程科技股份有限公司(以下简称"公司"、"本公司")第八届董 事会第十四次会议决议,本公司将于 2025 年 5 月 16 日(星期五)以现场投票结 合网络投票方式召开公司 2024 年年度股东大会,并已于 2025 年 4 月 17 日在巨 潮资讯网上发布《关于召开 2024 年年度股东大会的通知》。 一、本次股东大会召开的基本情况 1、股东大会届次:2024 年年度股东大会 2、会议召集人:公司董事会 3、会议召开的合法、合规性:本次会议的召开符合有关法律、行政法规、 部门规章、规范性文件和公司章程的规定。 4、会议召开方式:本次股东大会采用现场表决与网络投票相结合的方式召 开,公司股东应选择现场投票、网络投票中的一种方式,如果同一表决权出现重 复投票表决的,以第一次投票表决结果为准。 5、会议召开日期与时间: (1)现场会议召开时间为:2025 年 5 月 1 ...
风电行业景气度有望继续提升,绿色电力ETF(159625)午后涨近1%
Sou Hu Cai Jing· 2025-05-06 05:51
Group 1 - The liquidity of the green power ETF showed a turnover of 2.76% with a transaction volume of 10.0083 million yuan [2] - The green power ETF experienced a significant growth in scale, increasing by 165 million yuan over the past three months [2] - In terms of shares, the green power ETF saw an increase of 18.4 million shares in the last month, indicating substantial growth [2] Group 2 - The latest net inflow of funds into the green power ETF was 9.3737 million yuan, with a total of 19.8745 million yuan accumulated over the last 18 trading days [2] - The price-to-earnings ratio (PE-TTM) of the index tracked by the green power ETF is currently at 18.37, which is in the 12.08% percentile over the past three years, indicating a historical low valuation [2] - As of April 30, 2025, the top ten weighted stocks in the National Green Power Index account for 58.04% of the index, including major companies like Yangtze Power and China Nuclear Power [2] Group 3 - The domestic public bidding market for wind power in Q1 2025 saw a new bidding volume of 28.6 GW, representing a year-on-year increase of 22.7% [3] - Wind turbine exports from China reached 14.6 million USD in March, with a month-on-month increase of 86.81% and a year-on-year increase of 50.54% [3] - The international bidding volume for Chinese wind turbine manufacturers is projected to reach 27.63 GW in 2024, showing a nearly 200% year-on-year growth [3]
巴菲特对美元罕见“警告”后金价重拾升势!投资黄金股看似“避险+增长”双保险,实则暗藏五大真相!
Mei Ri Jing Ji Xin Wen· 2025-05-05 04:15
每经记者 闫峰峰 每经编辑 吴永久 近日,在关税政策扰动下,黄金价格大幅波动,成为市场的焦点。黄金价格不仅持续创出历史纪录,上海期货交易所的黄金期货单日成交额也破万亿元,创 出了历史新高,而这也使得A股黄金股表现异常活跃。而在市场预期关税战缓和以及美国4月非农就业数据好于预期的刺激下,近期金价出现持续回落。 在当地时间5月3日举行的伯克希尔哈撒韦股东大会上,巴菲特表示,美国的财政政策可能会侵蚀美元的价值,多次提到美元贬值的风险。他表示不会投资于 会大幅贬值的货币,并指出美国当前的财政赤字模式不可持续。 在巴菲特对美元罕见"警告"后,5月5日美元指数下行,CMX黄金期货价格重拾升势,盘中涨幅超1%。而在历史上,黄金价格与美元指数多数时间呈现负相 关关系。可见,如果美元持续贬值,那么将利好金价。在黄金牛市的背景下,不少投资者也开始关注黄金股,甚至想长期价值投资黄金股,就相当于投资了 黄金。那么黄金股的股价和黄金价格之间存在什么关系?当前的黄金股机会到底如何?后期又面临哪些风险?对此,每经资本眼记者结合黄金历史走势及相 关投资案例梳理了五大真相。 所以,从投资黄金股的角度来讲,如果看好黄金价格未来的持续上涨,不仅应 ...
A股黄金股午后跳水,西部黄金跌近5%,赤峰黄金跌逾3%,四川黄金、湖南黄金、晓程科技等均下挫。
news flash· 2025-04-25 05:11
Group 1 - A-share gold stocks experienced a significant decline in the afternoon trading session, with Western Gold dropping nearly 5% [1] - Chifeng Gold fell over 3%, indicating a broader downturn in the gold sector [1] - Other companies such as Sichuan Gold, Hunan Gold, and Xiaocheng Technology also saw declines [1]