ZHONGJI INNOLIGHT(300308)

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揭秘涨停丨这只热股封单超100万手
Zheng Quan Shi Bao Wang· 2025-07-15 10:51
(原标题:揭秘涨停丨这只热股封单超100万手) 今日(7月15日)A股市场收盘共52股涨停,剔除掉7只ST板块个股和1只退市股后44股涨停,23股封板未遂,整体封板率为69.33%。 涨停战场: 汇通集团封单量超100万手 从收盘涨停板封单量来看,汇通集团封单量最高,有106.36万手;其次是利欧股份、上纬新材、金浦钛业,涨停板封单分别82.56万手、46.64万 手、41.40万手。 汇通集团此前发布项目中标公告,公司、河北世元工程咨询集团有限公司组成的联合体收到招标人高碑店市教育和体育局发来的《中标通知 书》,确定为"高碑店市职教中心新建项目工程总承包一标段"项目中标单位,公司中标金额为4.26亿元(建安工程费,具体金额以正式合同为 准)。 汇通集团表示,本项目的中标有利于进一步巩固和提升公司在建设方面的业务量和业绩,对公司的业务发展及市场拓展产生积极作用,对公司未 来经营业绩产生积极影响,为今后一个时期主营业务的稳定发展打好基础。 连续涨停天数来看,上纬新材5连板,汇通集团、上海物贸、华宏科技等6股3连板,楚天龙、三和管桩、诚意药业等8股2连板,其他还有*ST亚振 8日6板。 以封单金额计算,10股封单 ...
龙虎榜复盘 | 机构涌入光模块,AI应用也有表现
Xuan Gu Bao· 2025-07-15 10:48
Group 1: Stock Market Activity - A total of 33 stocks were listed on the institutional leaderboard, with 14 stocks experiencing net buying and 19 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were: Zhongji Xuchuang (1.461 billion), Ecovacs (211 million), and Xinyi Sheng (80.56 million) [1][2] - Zhongji Xuchuang saw a price increase of 16.68%, while Ecovacs and Xinyi Sheng increased by 10.00% and 20.00%, respectively [2] Group 2: Company Performance and Projections - Xinyi Sheng is expected to report a net profit of 3.7 billion to 4.2 billion for the first half of the year, representing a year-on-year growth of 327.68% to 385.47% [2] - The growth is attributed to the increasing investment in AI-related computing power, product structure optimization, and sustained demand for high-speed products [2] - Companies in the AI-PCB sector are experiencing strong orders and are ramping up production, with expectations of high growth in Q2 and Q3 [4] Group 3: AI and Technology Developments - Nvidia announced the resumption of H20 sales in China, indicating a positive outlook for AI-related hardware [3] - Nvidia's CEO is set to attend the China International Supply Chain Promotion Expo, highlighting the company's commitment to the AI market [4] - The demand for AI-related materials, such as AI copper-clad laminates, is expected to remain strong due to the rapid growth of AI server and switch applications [4] Group 4: AI Applications and Market Trends - Companies like Dingjie Zhizhi and Liou Co. are leveraging AI technologies to enhance their offerings in industrial ERP and digital marketing [6] - The market for general-purpose AI agents is maturing, with over two-thirds of the market currently deploying or expanding AI solutions [7] - The upcoming release of GPT-5 by OpenAI is anticipated to drive significant advancements in AI capabilities and applications [6][7]
小作文诚不欺我
Datayes· 2025-07-15 10:46
A股复盘 | 我是反指 / 2025.07.15 哈哈哈,我是反指,今天银行立马跌了! 沪指立马躺,差点没守住3500点! 虽然指数没有"满减",但是你的账户今天肯定参与"满减活动"了吧? 先说地产, 前几天的小作文验证了, 央视新闻报道,中央城市工作会议7月14 日至15日在北京举行。详细内容不写了,但是期待的棚改是完完全全没有,连什 么"大规模城中村改造"这种词都没有,整个态度是非常克制的! | | 2015年中央城市工作会议 2025年中央城市 | | --- | --- | | 城市工作指导思想 | 认真践行人民城市理念,坚持稳中求进工作 坚持以人为本、科学发展、改革创新、依法治市,转变城市发展方 以建设创新、宣居、美丽、韧性、文明、智 式,完善城市治理体系,提高城市治理能力,着力解决城市病等突出 城市高质量发展为主题,以坚持城市内涵式 | | | 问题,不断提升城市环境质量、人民生活质量、城市竞争力,建设 | | | 和谐宜居、富有活力、各具特色的现代化城市,提高新型城镇化水 抓手,大力推动城市结构优化、动能转换、 | | | 平,走出一条中国特色城市发展道路。 理增效,牢牢守住城市安全底线,走出一 ...
帮主郑重:创业板涨嗨了,4000股却在跌?这信号得看懂
Sou Hu Cai Jing· 2025-07-15 08:21
对咱们中长线投资者来说,这种分化不是坏事。它告诉我们,现在闭着眼买股票的时代早过了,得睁大眼睛挑"真有料"的。你看那些涨得好的算力股,要么 是拿到大订单的,要么是技术领先的,都是有实打实的业绩预期撑着。房地产里能回暖的,也多是现金流稳、转型快的。而那些跌得多的,要么是行业逻辑 变了,要么是自身竞争力跟不上,这些都得划到"谨慎观察"的名单里。 最后给大伙提个醒,别被指数涨跌忽悠了。创业板指涨,是因为权重股在发力;多数股票跌,是资金在做选择题。咱们做中长线的,不用天天盯着涨跌,多 看看行业是不是在往上走,公司是不是在踏踏实实做事。就像种树,只要根扎得深,哪怕短期被风吹得晃,迟早能长成参天大树。这就是帮主郑重的一点看 再看午后回暖的房地产,渝开发突然涨停,这也不是没头没脑。最近各地政策松得厉害,什么取消限购、给补贴,甚至有地方用专项债收存量房改保障房, 这些都在慢慢起效。不过房地产板块内部也分三六九等,今天涨的多是跟城市更新、保障房沾边的,那些纯搞开发的还是有点蔫,说明市场现在认的是"有 政策托底"的逻辑。 那为啥多数股票在跌?你看光伏、煤炭、电力这些板块,亚玛顿跌停,大有能源跌超9%,华银电力也躺平了。光伏主要是 ...
中欧基金科技主题产品规模激增,二季度调仓动向引关注
Sou Hu Cai Jing· 2025-07-15 04:57
Core Viewpoint - The technology and pharmaceutical sectors have shown significant performance in the first half of the year, with several thematic funds reporting substantial growth in both performance and scale [1][2]. Fund Performance and Scale Growth - The China Europe Digital Economy Mixed Fund saw its scale increase from less than 8 million shares at the end of Q1 to over 900 million shares by the end of Q2, representing a growth of over 10 times [2][4]. - The total subscription for the A and C classes of the China Europe Digital Economy Mixed Fund exceeded 800 million shares in Q2 [2][3]. - The China Europe Information Technology Mixed Fund also experienced significant growth, with total subscriptions exceeding 900 million shares and total scale surpassing 1 billion shares by the end of Q2, marking an increase of over 8 times from approximately 110 million shares at the end of Q1 [3][4]. - The China Europe Sci-Tech Theme Mixed Fund had total subscriptions exceeding 1.1 billion shares in Q2, with total scale exceeding 1.8 billion shares, more than doubling from the previous quarter [5][6]. Changes in Holdings - The substantial growth in fund scale is attributed to strong performance throughout the year, with notable changes in the top ten holdings of several funds [7]. - The China Europe Digital Economy Mixed Fund made significant changes to its top ten holdings, notably increasing its position in Xinyi Technology, which saw a surge in stock price following its half-year earnings forecast [7][9]. - The China Europe Information Technology Mixed Fund also saw Xinyi Technology become its second-largest holding [9][10]. Investment Focus - The fund manager of the China Europe Digital Economy Mixed Fund emphasized a focus on five core investment areas: AI infrastructure, AI applications, domestic AI supply chain, intelligent robotics, and intelligent driving [8]. - The manager indicated a systematic reduction in exposure to the robotics sector, awaiting a decisive breakthrough in technology before increasing positions again [8]. - The manager of the China Europe Sci-Tech Theme Mixed Fund highlighted the importance of understanding industry trends and company value amidst the volatility of technology investments [12].
300308,大涨,成交额超100亿元!
新华网财经· 2025-07-15 04:54
Core Viewpoint - The computing power industry chain is experiencing significant growth, with several leading stocks reaching historical highs, driven by strong performance forecasts and market demand for AI-related investments [1][4][6]. Group 1: Market Performance - The computing power industry chain saw strong performance, with stocks like New Yisheng, Zhongji Xuchuang, and Shenghong Technology hitting their daily limit up [4][6]. - Zhongji Xuchuang (300308) rose by 11.71%, with a trading volume of 10.62 billion yuan, leading the A-share market [1][4]. - Other sectors such as electricity, innovative pharmaceuticals, and coal experienced collective pullbacks, while the real estate and consumer sectors also adjusted [1]. Group 2: Earnings Forecasts - New Yisheng announced an earnings forecast for the first half of 2025, expecting a net profit of 3.7 billion to 4.2 billion yuan, representing a year-on-year increase of 327.68% to 385.47% [6][7]. - Other companies in the computing power sector, including Industrial Fulian and Hu Dian Co., also reported significant earnings growth [7]. Group 3: Industry Catalysts - The attendance of NVIDIA's CEO Jensen Huang at the China International Supply Chain Promotion Expo is expected to boost market sentiment [7][8]. - Recent releases of large models, such as Kimi K2 and Grok 4, indicate ongoing competition and investment in computing power, suggesting sustained high demand in the sector [8]. Group 4: Other Notable Stocks - Besides New Yisheng, stocks like Long Steel, Dabo Medical, and Pengding Holdings also saw significant increases following positive earnings forecasts [10]. - Pengding Holdings (002938) rose by 8.23%, with a market value of 99.05 billion yuan, and projected a net profit of 1.198 billion to 1.26 billion yuan for the first half of 2025, marking a growth of 52.79% to 60.62% year-on-year [10].
利好刺激,这一板块大涨!
证券时报· 2025-07-15 03:51
盘中突变。 A股市场今天(7月15日)早盘涨跌互现,10:02上证指数突然掉头向下,随后深证成指转跌,创业板指涨幅收窄。板块方面,通信板块上午表现一骑绝尘,板块盘 中涨幅超过4%。 港股市场早盘整体小幅上涨,恒生指数盘中涨幅一度超过1%。 | 10657.22 | | 品作文 | 10684.52 | | 6501.78亿 成交部 | | --- | --- | --- | --- | --- | --- | | -27.30 | -0.26% | 今开 | 10700.37 | | 496.42亿 成公直 | | 上涨 | 354 | | 24 | | 下跌 2527 | | 最高价 | 10784.97 | TT /27 23 | 27.0 | | 近20日 4.98% | | 最低价 | 10651.15 | 可浮举 | 2.37 | | 今年来 2.33% | | 分时 | 五日 | EK | 周K | 月K | ■ 天 | | 停加 | | | | | 成交 | | | | | | 0.94% | 10653.62 | | | | | | | 11:29 10653.91 1.06亿 | | | | ...
A股午评:创业板指半日涨0.64% CPO概念逆势上涨
news flash· 2025-07-15 03:43
A股午评:创业板指半日涨0.64% CPO概念逆势上涨 金十数据7月15日讯,A股三大股指早盘冲高回落,走势略显疲软。截至中午收盘,沪指跌0.93%,深证 成指跌0.26%,创业板指涨0.64%;沪深两市半日成交额1.08万亿,较上个交易日放量1085亿。盘面上, 热点主要集中在算力概念方向,两市个股大部分飘绿,CPO、液冷服务器、游戏等板块涨幅居前,煤炭 开采加工、能源金属、电力、房地产等板块跌幅居前。CPO概念逆势上涨,新易盛20CM涨停,创历史 新高,东田微、中际旭创、仕佳光子涨超10%。煤炭开采早盘低位震荡,大有能源、陕西黑猫均跌超 7%。电力板块早盘持续走弱,华银电力早盘触及跌停。房地产板块回调,绿地控股早盘跌停。 ...
CPO概念股集体走强,创业板人工智能ETF国泰(159388)开盘涨超5%!
Mei Ri Jing Ji Xin Wen· 2025-07-15 03:00
每经编辑|彭水萍 今日上证指数、深证成指、恒生指数集体走高。截至目前,创业板指涨超2%。创业板人工智能ETF国泰(159388)领涨大盘,截至目前涨超5%。受其成分 股新易盛中报大幅预增利好带动,CPO概念股集体走强,其中新易盛涨超10%再创历史新高,生益科技、天孚通信、中际旭创、剑桥科技、生益电子、仕佳 光子、长芯博创、联特科技等跟涨。 创业板人工智能ETF国泰(159388)追踪创业板人工智能指数,从创业板中选取涉及机器学习、智能硬件、大数据等人工智能领域的50家上市公司作为样 本,覆盖硬件、软件及算力核心环节,重仓光模块、通信设备、集成电路板块的硬科技龙头,受益于全球AI算力需求增长带来的光模块、服务器等硬件升 级红利。其成分股新易盛、中际旭创、天孚通信今日均涨超10%。 感兴趣的投资者可通过创业板人工智能ETF国泰(159388)一键布局。 政策面上,工信部宣布在世界人工智能大会上发布《国际人工智能开源合作倡议》,联合开放原子开源基金会等机构共建全球AI开源生态,强化中国在AI 领域的话语权。工信部7月11日发布《信息化和工业化融合2025年工作要点》,明确提出"提升智能化水平"的核心任务。要求实施" ...
A股CPO概念股盘初拉升,新易盛股价冲击涨停,续刷新高,中际旭创、仕佳光子、天孚通信、鹏鼎控股、东田微等跟涨。
news flash· 2025-07-15 01:41
A股CPO概念股盘初拉升,新易盛股价冲击涨停,续刷新高,中际旭创、仕佳光子、天孚通信、鹏鼎控 股、东田微等跟涨。 ...