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云从科技回应被列入美国1260H清单:坚决否认有关指控 对业务没有实质影响
证券时报网· 2025-01-07 04:43
e公司讯,云从科技发布声明称,注意到美国国防部依据《2021财年威廉·姆·索恩伯里国家国防授权法 案》第1260H节的规定发布了最新的"中国涉军企业"清单,并在其中再次包含了云从科技。 对此,我们坚决否认有关指控,并表示强烈不满。 美国政府在没有充分沟通的情况下做出此决定,缺乏必要的透明度和公正程序,这对国际商业环境造成 了不必要的不确定性。 该清单基于无端猜测而非具体证据,对云从业务没有实质影响,我们将继续致力于技术创新和服务全球 客户,同时呼吁建立更加公平合理的国际规则体系,以促进开放、包容的技术交流与发展。 ...
庚星股份拓展海外业务 拟设立子公司香港庚星
证券时报网· 2025-01-07 04:43
1月6日晚庚星股份(600753)披露对外投资设立香港全资子公司的公告显示,拟投资2000万港币,设立香 港庚星能源有限公司(拟定名,最终以当地相关主管部门核准登记为准,下称"标的公司")。 据披露,此番庚星股份新设公司将以货币出资,资金来源为自有资金。 标的公司经营范围为国际贸易、项目投资、技术进出口及咨询服务。 庚星股份主营业务为煤炭(含焦炭)等大宗商品供应链管理业务。 近年来该公司推动战略转型,包括新能源汽车充电基础设施的投资建设、充电智慧平台开发与充电运营 服务筹备等。 目前该公司大宗商品供应链管理业务的主要经营模式,是基于已建立的评审系统,筛选出处于大宗商品 产业链核心地位、在细分市场具有长期竞争优势的企业作为战略合作方,并为战略合作方及其上游供应 商和下游客户提供供应链管理服务。 而新能源汽车充电业务的主要经营模式为,先期依托股东与战略合作方提供的优质场地,投建运营充电 场站,基于智慧充电平台聚合的信息数据,打造多种服务业态共生的充电产业服务生态圈,致力于为新 能源汽车用户提供"充、换、检、修、汽车美容等"全方位、一体化的"车服务",获取运营收入。 对于此番设立标的公司,庚星股份表示,是为加强与国 ...
诡异,“300971”1秒跌停,仅用145万元!新型电力大利好,多只新能源赛道龙头砸出“深坑”
证券时报网· 2025-01-07 04:15
2025年,我国发电量将持续增长,新型电力系统建设仍大有可为。 2股早盘上演"地天板" 1月7日早盘,A股市场再次下探,上证指数盘中一度跌超0.5%。题材切换加速,昨日大热的新冠药、仿 制药、肝炎概念、创新药等题材早盘跌幅靠前。种业、铜缆高速连接、培育钻石、无线耳机、液冷服务 器等逆市走强。 2只低价股早盘上演"地天板"走势。瑞和股份开盘跌停,盘中约9时42分股价由跌停板瞬间拉升,于9时 53分封住涨停板,该股最新股价3.72元/股,此前2个交易日均遭遇跌停。 顺钠股份开盘同样跌停,约9时36分股价由跌停板直线拉升,约9时42分股价涨停,盘中短暂开板后回 封,最新股价7.45元/股。该股昨日盘中上演"过山车",股价一度触及涨停,收盘时跳水,跌幅达到 7.77%。自去年12月26日以来的8个交易日内,顺钠股份已收获7个涨停板。 早盘股价振幅较大的还有博亚精工、惠同新材、显盈科技、绿联科技、春晖智控等。 博亚精工早盘发生罕见一幕,该股平价开盘,9时30分开盘的第一笔成交953手,股价直接被砸至跌停 板,单笔成交金额145万元。但很快公司股价又被拉升,早间收盘涨幅为1%。 有投资者在博亚精工股吧留言,如"什么情况? ...
太辰光涨13.04%,股价创历史新高
证券时报网· 2025-01-07 03:20
股价下跌的有28只,跌幅居前的有移远通信、*ST通脉、*ST鹏博等,跌幅分别为8.00%、5.05%、 5.00%。 两融数据显示,该股最新(1月6日)两融余额为5.84亿元,其中,融资余额为5.81亿元,近10日减少 2670.74万元,环比下降4.39%。 证券时报网讯,太辰光股价创出历史新高,截至11:15,该股上涨13.04%,股价报87.21元,成交量 2329.08万股,成交金额18.82亿元,换手率12.11%,该股最新A股总市值达198.08亿元,该股A股流通市 值167.70亿元。 证券时报•数据宝统计显示,太辰光所属的通信行业,目前整体涨幅为0.67%,行业内,目前股价上涨的 有99只,涨幅居前的有太辰光、博创科技、通鼎互联等,涨幅分别为13.04%、10.49%、9.98%。 ...
移远通信:被列入1260H清单明显是一个错误 该清单对公司业务没有影响
证券时报网· 2025-01-07 03:19
Core Viewpoint - The company,移远通信, asserts that its inclusion in the 1260H list is a mistake and emphasizes that this listing does not impact its business operations [1] Group 1 - The company is taking the matter seriously and is actively responding to the situation [1] - A professional team will be organized to communicate with relevant U.S. authorities to clarify facts and resolve misunderstandings [1] - The company reiterates that its business focus is on the civilian sector and it is neither a military enterprise nor has it ever participated as a supplier for military enterprises [1]
家电、家居等板块拉升 康盛股份、惠而浦斩获两连板
证券时报网· 2025-01-07 02:56
消息面上,2024年,多项消费品以旧换新支持政策相继发布,拉动家电、汽车等消费品换新热潮,市场 消费潜力得到释放。1月3日,国家发展改革委副秘书长袁达在"中国经济高质量发展成效"系列新闻发布 会上表示,2025年将扩大"两新"政策支持范围,将设备更新支持范围扩大至电子信息、安全生产、设施 农业等领域。实施手机等数码产品购新补贴,对个人消费者购买手机、平板、智能手表手环等3类数码 产品给予补贴;提升标准,进一步提高新能源城市公交车及动力电池更新、农机报废更新补贴标准;完 善机制,进一步简化设备更新审批流程,提高经营主体设备更新的便利度。业内人士预计,随着政策支 持范围扩大,今年各地将继续发力推进消费品以旧换新。 华西证券表示,考虑到国内白电行业发展进入相对成熟阶段,以旧换新政策落地效果逐渐显现,格局相 对稳定,相关龙头公司增长稳健、现金流稳定,具有长期稳定的分红策略,同时部分标的估值具有一定 性价比,建议关注国内白电企业如美的集团、海尔智家、海信家电、长虹美菱等。 家居板块7日盘中发力走高,截至发稿,松发股份涨停,匠心家居涨超8%,嘉益股份、永艺股份涨超 5%。 家电板块亦上扬,截至发稿,康盛股份、惠而浦涨停, ...
财说 |温氏股份扭亏为盈,近百亿利润背后意味着什么?
证券时报网· 2025-01-07 02:56
Core View - Wens Foodstuff Group Co Ltd (300498 SZ) turned a profit in 2024 after a significant loss in 2023, with expected net profit attributable to shareholders of 9-9 5 billion yuan, compared to a loss of 6 39 billion yuan in 2023 [1] - The company's revenue is expected to exceed 100 billion yuan in 2024 [1] Financial Performance - Wens Foodstuff Group Co Ltd's net profit attributable to shareholders in 2024 is expected to be 9-9 5 billion yuan, a significant turnaround from the 6 39 billion yuan loss in 2023 [1] - The company's non-GAAP net profit is expected to be 9 3-9 9 billion yuan in 2024, compared to a loss of 6 45 billion yuan in 2023 [1] - Revenue for 2024 is projected to exceed 100 billion yuan [1] Business Segments - The company's pig farming business generated 28 2 billion yuan in revenue in the first half of 2024, accounting for 60% of total revenue [2] - The poultry business contributed 16 7 billion yuan in revenue, representing 35 66% of total revenue [2] - Wens Foodstuff Group Co Ltd sold 5 48 billion chickens in the first half of 2024, a 1 04% decrease year-on-year, accounting for 7 21% of the national poultry output [2] - The company sold 14 3742 million pigs in the first half of 2024, a 21 96% increase year-on-year, representing 3 95% of the national pig output [2] Operational Capacity - As of October 2024, the company's sow farms have a production capacity of 46 million pigs [2] - The effective breeding capacity, including cooperative farmers and modern farming communities, is approximately 37 million pigs [2] Business Model - Wens Foodstuff Group Co Ltd operates under a "company + farmer" model, which has been in place for over 30 years [3] - The company provides chicks, piglets, feed, veterinary drugs, and vaccines to cooperative farmers, who are responsible for raising the animals to market weight [3] - The company offers technical guidance and services in key areas such as breeding management, disease prevention, and environmental treatment [3] - Cooperative farmers return the animals to the company for sale, and the company pays them based on performance and contract terms [3] Market Performance - The company's performance fell short of expectations, with a 2024 net profit of 9-9 5 billion yuan compared to the consensus estimate of 10 3 billion yuan [4] - In the fourth quarter of 2024, the company's net profit is expected to be 2 85 billion yuan, a 44% decrease from the third quarter's 5 081 billion yuan [4] - The average selling price of pigs in October 2024 was 17 64 yuan/kg, a 7 4% decrease from the previous month [4] - By December 2024, the average pork price had dropped to 27 72 yuan/kg, a 10% decrease from September 2024 [4] Industry Outlook - The number of breeding sows in China was 40 8 million in November 2024, slightly higher than at the beginning of the year and only 1 5% lower than the end of 2023 [6] - The breeding sow inventory is expected to influence pork production in September 2025, a traditionally low-demand season, potentially leading to further price declines [6] - The industry is shifting from expansion to quality improvement, with a focus on reducing production costs and increasing profitability [6] - Capital expenditures in the pig farming industry decreased by 27 4% year-on-year in the first three quarters of 2024, reflecting cautious investment [6] Conclusion - Wens Foodstuff Group Co Ltd's return to profitability does not indicate a bullish market for the industry [7] - The company's profit fluctuations are expected to remain volatile as the industry continues to adjust [7]
永茂泰连收3个涨停板
证券时报网· 2025-01-07 02:18
Group 1 - The stock of Yongmaotai has hit the daily limit up for three consecutive trading days, with a current price of 9.83 yuan and a turnover rate of 14.84% [1] - During the consecutive limit-up period, the stock has increased by a total of 33.02%, with a cumulative turnover rate of 28.10% [1] Group 2 - The total market value of A-shares has reached 32.43 billion yuan [2] - As of January 6, the margin balance for the stock is 67.45 million yuan, which has decreased by 5.50 million yuan from the previous trading day, representing a decline of 7.54% [2] - Over the past three days, the margin balance has cumulatively decreased by 45.19 million yuan, reflecting a decline of 40.12% [2] - The stock has been listed on the Dragon and Tiger list due to a cumulative price deviation of 20% over three trading days and a daily price deviation of 7% [2] - The net buying amount from the leading brokerage firms on the buy and sell side is 24.59 million yuan [2]
博汇科技成立新公司 含AI及机器人业务
证券时报网· 2025-01-07 02:02
证券时报e公司讯,企查查APP显示,近日,博汇飞行者二号(深圳)科技有限公司成立,法定代表人 为郭忠武,注册资本1000万元,经营范围包含:智能机器人销售;人工智能基础软件开发;人工智能应 用软件开发;人工智能理论与算法软件开发等。 企查查股权穿透显示,该公司由博汇科技全资持股。 ...
康盛股份录得4天3板
证券时报网· 2025-01-07 01:55
证券时报网讯,康盛股份再度涨停,4个交易日内录得3个涨停,累计涨幅为25.41%,累计换手率为 44.84%。 截至9:42,该股今日成交量1.21亿股,成交金额3.59亿元,换手率10.69%。 最新A股总市值达34.77亿元。 ...