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双焦涨势阶段性“哑火” 供应偏紧下市场预期向好
Zheng Quan Shi Bao· 2025-08-22 22:45
Core Viewpoint - The domestic futures market for coking coal and coke has experienced a price decline since mid-August, but supply-side contraction expectations remain, leading to a potentially strong market outlook for the short term [1][2]. Group 1: Market Trends - Since mid-August, coking coal and coke prices have generally retreated after a previous surge [1]. - As of August 22, the main coking coal futures contract closed at 1162 yuan/ton, reflecting a 14% decline from its recent peak [2]. - The average ex-factory price for Shanxi's premium coking coal is reported at 1400 to 1450 yuan/ton, while Shandong's gas coal is at 960 to 990 yuan/ton [2]. Group 2: Supply and Demand Dynamics - Current coal production is normal, but policies aimed at reducing capacity and inspections are expected to lead to supply-side contractions in the coal industry [2][3]. - The seventh round of coke price increases began on August 18, with expectations of further price adjustments due to supply constraints [3]. - As of August 21, the average operating load of 104 independent coking enterprises was 74.65%, slightly down by 0.13 percentage points [4]. Group 3: Price Support Factors - Limited production notifications have been issued for coking plants in Shandong and Hebei, indicating a potential reduction in coke supply [4]. - The average available days of coke inventory at 45 major steel mills is 7.28 days, showing a slight decrease, which suggests a tight supply situation [4]. - Despite recent price increases, the cost pressures on coking enterprises have eased due to falling coking coal prices, but limited production notifications may tighten supply further [4].
卓创资讯(301299)6月30日股东户数1.4万户,较上期减少5.29%
Zheng Quan Zhi Xing· 2025-08-22 12:57
根据统计,卓创资讯2025年3月31日至2025年6月30日,主力资金净流出7927.4万元,游资资金净流出 5063.35万元,散户资金净流入1.3亿元。 | | | | 统计截止日 区间股价涨跌幅 股东户数 增减 增减比例 户均持股市值 (元) 户均持股数(股) | | | | --- | --- | --- | --- | --- | --- | | 2025-06-30 | 2.96% | 13973 -780 | -5.29% | 27.48万 | 4321.23 | | 2025-03-31 | 7.21% | 14753 3051 | 26.07% | 25.54万 | 4066.97 | | 2024-12-31 | -0.34% | 11702 588 | 5.29% | 30.21万 | 5127.33 | | 2024-09-30 | 42.39% | 11114 1048 | 10.41% | 31.92万 | 5398.6 | 证券之星消息,近日卓创资讯披露,截至2025年6月30日公司股东户数为1.4万户,较3月31日减少780.0 户,减幅为5.29%。户均持股数量由上期的406 ...
卓创资讯:已完成无锡出类36%股权的收购工作
(编辑 王雪儿) 证券日报网讯 卓创资讯8月22日在互动平台回答投资者提问时表示,公司现已完成无锡出类36%股权的 收购工作,具体可查阅公司于2025年2月21日披露的《关于使用部分超募资金与关联方共同收购股权暨 关联交易的进展公告》(公告编号:2025-006)。无锡出类在金属行业信息服务领域已积累了深厚的专 业基础,加之其在再生资源及新能源领域的率先布局,能够为公司带来宝贵的资源补充,从而有力助推 公司业绩实现进一步的稳健增长。 ...
卓创资讯:目前公司用户仍以大宗商品产业客户为主
Zheng Quan Ri Bao Wang· 2025-08-22 11:43
证券日报网讯 卓创资讯(301299)8月22日在互动平台回答投资者提问时表示,公司作为国内大宗商品 产业数据的专业生产商和服务商,经过多年深耕细作积淀的海量数据(603138)资源、及时客观的交易 价格及专业的驱动因素分析能力,能够为金融客户提供投资决策支持。但目前公司用户仍以大宗商品产 业客户为主。 ...
卓创资讯筹划港股上市前连续两年“清仓式”分红 上半年增收不增利财报“打架”
Xin Lang Zheng Quan· 2025-08-22 09:10
Core Viewpoint - Zhuochuang Information reported an increase in revenue but a decrease in profit for the first half of 2025, raising concerns about its financial practices and the rationale behind its planned IPO in Hong Kong shortly after its A-share listing [1][2][5]. Financial Performance - In the first half of 2025, Zhuochuang Information achieved operating revenue of 171.15 million yuan, a year-on-year increase of 15.75%, while the net profit attributable to shareholders was 35.14 million yuan, a decrease of 10.72% [11]. - The company’s net profit for 2023 and 2024 was reported at 52.06 million yuan and 70.51 million yuan, respectively, with cash dividends of 123 million yuan and 111.38 million yuan, resulting in cash dividend ratios of 236.24% and 157.97% [2][4]. Dividend Policy - Zhuochuang Information has engaged in "clearing-style" dividends, distributing a total of 282.38 million yuan over three years (2022-2024) against a cumulative net profit of 180.92 million yuan, leading to a cash dividend ratio of 156.08% [4][5]. - The company’s approach to dividends raises questions about the sustainability of its financial practices, especially as it seeks additional funding through a Hong Kong IPO [5]. IPO Plans and Delays - Zhuochuang Information announced plans for a Hong Kong IPO less than three years after its A-share listing, despite ongoing delays in its initial public offering projects, which were originally scheduled to be operational by June 30, 2023, but have since been postponed to 2027 [6][10]. - The company cited global economic uncertainties and rapid technological changes as reasons for the delays in its projects, questioning the necessity of seeking further capital through the Hong Kong IPO under similar conditions [10][11]. Accounting Discrepancies - There are significant discrepancies in Zhuochuang Information's financial reporting, particularly regarding research and development expenditures, with a reported difference of 19.72 million yuan between the 2024 and 2025 half-year reports [12][15]. - The inconsistency in financial data raises concerns about the company's accounting practices and the reliability of its financial disclosures, which could impact investor confidence [15][16].
数字媒体板块8月22日涨0.83%,卓创资讯领涨,主力资金净流入5139.51万元
Core Viewpoint - The digital media sector experienced a rise of 0.83% on August 22, with Zhuochuang Information leading the gains, while the overall market indices also showed positive performance [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3825.76, up by 1.45% [1] - The Shenzhen Component Index closed at 12166.06, up by 2.07% [1] Group 2: Individual Stock Performance - Zhuochuang Information (301299) closed at 68.21, with an increase of 2.88% and a trading volume of 38,700 shares, amounting to a transaction value of 262 million yuan [1] - Visual China (000681) closed at 21.92, up by 2.19% with a trading volume of 450,600 shares, totaling 98.36 million yuan [1] - ST Fanli (600228) closed at 4.70, increasing by 1.51% with a trading volume of 109,100 shares, amounting to 51.46 million yuan [1] - People's Daily Online (603000) closed at 22.01, up by 1.24% with a trading volume of 282,400 shares, totaling 619 million yuan [1] - Xinhua Net (603888) closed at 20.53, increasing by 1.13% with a trading volume of 141,900 shares, amounting to 290 million yuan [1] - Fantou Digital Creation (301313) closed at 27.32, up by 0.89% with a trading volume of 39,100 shares, totaling 106 million yuan [1] - Chuanwang Media (300987) closed at 19.64, increasing by 0.77% with a trading volume of 60,800 shares, amounting to 119 million yuan [1] - Zhi De Mai (300785) closed at 34.73, up by 0.75% with a trading volume of 78,700 shares, totaling 272 million yuan [1] - Zhangyue Technology (603533) closed at 21.38, increasing by 0.56% with a trading volume of 135,700 shares, amounting to 290 million yuan [1] - Fengyuzhu (603466) closed at 10.97, up by 0.18% with a trading volume of 198,500 shares, totaling 217 million yuan [1] Group 3: Capital Flow - The digital media sector saw a net inflow of 51.39 million yuan from main funds, while retail funds experienced a net inflow of 60.37 million yuan [1] - There was a net outflow of 112 million yuan from speculative funds in the digital media sector [1]
卓创资讯:公司以大宗商品产业客户为主,能为金融客户提供投资决策支持
Sou Hu Cai Jing· 2025-08-22 03:56
来源:金融界 金融界8月22日消息,有投资者在互动平台向卓创资讯提问:"请问卓创资讯,近期这个股市活跃,相对 期货市场也活跃起来了,期货市场活跃对公司有什么影响?是否业绩跟随大幅度增长?谢谢回答。" 针对上述提问,卓创资讯回应称:"尊敬的投资者,您好!公司作为国内大宗商品产业数据的专业生产 商和服务商,经过多年深耕细作积淀的海量数据资源、及时客观的交易价格及专业的驱动因素分析能 力,能够为金融客户提供投资决策支持。但目前公司用户仍以大宗商品产业客户为主。" ...
卓创资讯: 董事会决议公告
Zheng Quan Zhi Xing· 2025-08-21 16:48
证券代码:301299 证券简称:卓创资讯 公告编号:2025-035 山东卓创资讯股份有限公司 第三届董事会第十七次会议决议公告 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,没有虚假记 载、误导性陈述或重大遗漏。 一、董事会会议召开情况 山东卓创资讯股份有限公司(以下简称"公司")第三届董事会第十七次会 (公告编号:2025-037)和《2025 年半年度报告摘要》 议于 2025 年 8 月 21 日在公司会议室以现场结合通讯方式召开。本次会议通知于 席董事 6 人,独立董事张宜生先生、朱清滨先生均以通讯方式出席。本次会议由 董事长姜虎林先生召集并主持,公司监事和高级管理人员列席会议。本次会议的 召集、召开符合有关法律法规、部门规章、规范性文件和《公司章程》的有关规 定,合法、有效。 二、 董事会会议审议情况 本次会议以现场结合通讯表决的方式,审议并通过以下议案: 表决结果:6 票同意,0 票反对,0 票弃权。 董事会认为,《2025 年半年度报告》全文及其摘要所载内容符合法律法规、 中国证监会和深圳证券交易所的相关规定,报告内容真实、准确,完整地反映了 公司的实际情况,不存在任何虚假记载、 ...
卓创资讯: 监事会决议公告
Zheng Quan Zhi Xing· 2025-08-21 16:48
证券代码:301299 证券简称:卓创资讯 公告编号:2025-036 山东卓创资讯股份有限公司 第三届监事会第十四次会议决议公告 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、监事会会议召开情况 山东卓创资讯股份有限公司(以下简称"公司")第三届监事会第十四次会 议于 2025 年 8 月 21 日在公司会议室以现场结合通讯方式召开。本次会议通知于 实际出席监事 3 人,监事侯安全先生以通讯方式出席。本次会议由监事会主席侯 安全先生召集并主持,公司董事会秘书列席会议。本次会议的召集、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,合法、有效。 二、监事会会议审议情况 本次会议以现场结合通讯表决的方式,审议并通过以下议案: 表决结果:3 票同意,0 票反对,0 票弃权。 监事会认为:公司《2025 年半年度报告》全文及其摘要内容与格式符合中 国证监会和深圳证券交易所的各项规定,其审议、表决程序符合法律法规、规范 性文件的规定,报告内容真实、准确、完整地反映了公司的实际情况,不存在任 何虚假记载、误导性陈述或者重大遗漏。 具体内容详 ...
卓创资讯: 民生证券股份有限公司关于山东卓创资讯股份有限公司2025年半年度持续督导跟踪报告
Zheng Quan Zhi Xing· 2025-08-21 16:39
| 民生证券股份有限公司 | | | | | --- | --- | --- | --- | | 关于山东卓创资讯股份有限公司 | | | | | 保荐机构名称:民生证券股份有限公司 | | 被保荐公司简称:卓创资讯 | | | 保荐代表人姓名:周巍 | 联系电话:0531-82596870 | | | | 保荐代表人姓名:阙雯磊 | 联系电话:0531-82596870 | | | | 一、保荐工作概述 | | | | | 项目 工作内容 | | | | | (1)是否及时审阅公司信息披露文件 | | 是 | | | (2)未及时审阅公司信息披露文件的次数 | | 无 | | | 情况 | | | | | (1)是否督导上市公司建立健全规章制度(包括 | | | | | 但不限于防止关联方占用公司资源的制度、募集 | | | | | 是 | | | | | 资金管理制度、内控制度、内部审计制度、关联 | | | | | 交易制度) | | | | | (2)上市公司是否有效执行相关规章制度 | | 是 | | | (1)查询上市公司募集资金专户次数 | | 每月 1 | 次 | | (2)上市公司募集资金项 ...