| ZTO 中通快递 | | 03 | | --- | --- | --- | | １９．６９０ ↓ -0.290 -1.45% | | | | 20.610 ↑ 0.920 +4.67% | | 盘前价 08/01 04:15 美东 | | 盤 ½ 24 じ Ｓ Ｓ 同 ♥ 自选 | | ● 快捷交易 | | 最高价 19.830 | 开盘价 19.300 | 成交量 280.09万 | | 最低价 19.030 | 昨收价 19.980 | 成交额 5490.96万 | | 平均价 19.604 | 市盈率 TM 12.45 | 总市值 157.47亿 (…) | | 振 幅 4.00% | 市盈率(静) 13.25 | 总股本 8亿 | | 换手率 0.68% | 市净率 1.822 | 流通值 80.69亿 | | 52周最高 26.960 委 比 -- | | 流通股 4.1亿 | | 52周最低 16.019 | 量 比 1.22 | 色 手 1 股 | | 历史最高 35.363 | 股息TTM 0.957 换股比率 1.00 | | | 历史最低 9.624 | 股息率TM 4.860% | ...

港股收评：恒指尾盘下挫收跌1.07% 稳定币概念集体弱势 金十数据8月1日讯，早间恒指围绕20日线低位震荡，尾盘跌势扩大至逾200点，收盘收于日内低点。恒 生科技指数午后一度接近抹去跌幅，尾盘再度下挫。截至收盘，恒指收跌1.07%，报24507.81点，科指 收跌1.02%，报5397.40点，恒指大市成交额达2546.74亿港元（上一交易日为3206.33亿港元）。盘面 上，物流、造纸等板块表现强势，石油股、医药股跌幅居前，稳定币概念午后跌幅扩大。个股方面，英 诺赛科(02577.HK)收涨30.91%，公司成为英伟达最新800V架构供应商名单中唯一入选芯片企业；蔚来 汽车(09866.HK)收涨8.62%，公司旗下乐道L90正式上市；中通快递(02057.HK)收涨7.44%；玖龙纸业 (00923.HK)收涨6.67%；开拓药业(09939.HK)收跌16.8%；中国石油化工股份(00386.HK)收跌5.87%；连 连数字(02598.HK)收跌13.7%。 ...

短期看价格回稳 2025年以来行业延续双位数件量增速，预期今年仍有望实现15%的行业增速。但由于龙头公司份额诉求 强烈，行业价格竞争更加激烈，25Q1加盟快递企业业绩有所下滑。预计25Q2部分快递公司仍延续下滑 趋势，加盟商经营持续承压。 反内卷政策背景下，部分产粮区在当地邮管局的政策指导下，快递价格有望修复 浙商证券（601878）发布研报称，根据罗戈网，近期部分产粮区在当地邮管局的领导下，基于反内卷背 景，快递价格有所回稳。随着淡季结束，9月旺季到来，有望看到价格更大范围企稳回升，从而加盟商 经营承压或将改善，快递业绩及板块情绪有望实现阶段性修复。此外，申通近日收购丹鸟拉开了快递行 业在国家反内卷背景下资源整合的序幕，中长期看，国家邮政局鼓励快递企业兼并重组，快递行业结构 趋于健康，竞争生态优化，有望带来板块性的投资机会。 浙商证券主要观点如下： 事件：2025年7月1日，中央财经委会议再次强调"治理企业低价无序竞争"的问题，2025年7月8日，国家 邮政局党组召开会议，会议强调按照"五统一、一开放"基本要求，进一步加强行业监管，完善邮政快递 领域市场制度规则，旗帜鲜明反对"内卷式"竞争，依法依规整治末端 ...

Group 1 - The A-share market experienced narrow fluctuations with major indices showing mixed performance, while the photovoltaic sector saw significant gains, becoming a highlight of the morning session [1][3] - The photovoltaic concept sector rose over 2% during the morning, with companies like Jiejia Weichuang (300724) and Haiyou New Materials hitting the "20cm" limit up, and Shuangliang Energy (600481) also reaching the limit up [3] - Jiejia Weichuang announced a profit forecast for the first half of 2025, expecting a net profit of 1.7 billion to 1.96 billion yuan, representing a year-on-year growth of 38.65% to 59.85% [3] Group 2 - Victory Energy (001331) has seen its stock hit the limit up for the third consecutive trading day, with its main business involving LNG procurement, sales, and transportation services [5] - The company highlighted that LNG market prices are influenced by various factors, including supply and demand and international gas prices, which can affect its profitability [5] - Qizheng Tibetan Medicine (002287) also hit the limit up for the third consecutive trading day, stating that it has not found any undisclosed significant information affecting its stock price [6] Group 3 - Nvidia's latest 800V architecture supplier list revealed that InnoScience is the only selected chip company from China, leading to a short-term surge of over 30% in its stock [2][9] - NIO-SW saw a significant increase, with a peak rise of over 10%, following the launch of its new model, the L90, which offers various seating configurations and advanced safety features [12] - The company announced that the starting price for the vehicle is 265,800 yuan, with a battery rental option starting at 179,800 yuan [12]

Group 1 - The Hang Seng Index fell by 0.18%, down 45 points, closing at 24,727 points, while the Hang Seng Tech Index decreased by 0.12% [1] - In the semiconductor sector, InnoSilicon became the only Chinese chip manufacturer included in NVIDIA's latest 800V architecture supplier list, leading to a more than 30% increase in InnoSilicon's stock [1] - The Ministry of Industry and Information Technology issued a special energy-saving inspection task list for the polysilicon industry, boosting the solar panel sector, with notable stock increases for companies like Kaisheng New Energy (up over 5%) and Fuyao Glass (up over 4%) [1] Group 2 - Stone Pharmaceutical Group's stock rose over 6% after announcing a more than $2 billion overseas business development deal [2] - Ruihe Smart's stock surged over 10% following a profit warning, with expected net profits for the first half of the year reaching up to 44 million yuan, marking a turnaround from losses [3] - Inspur Digital Enterprises' stock increased nearly 6%, reaching a new high, with expected net profits for the first half of the year up to 190 million yuan, supported by its parent company Inspur Group [4] Group 3 - Xirui's stock rose over 4%, reaching a new high, as institutions predict rapid growth in the private aviation market [5] - Qiniu Intelligent's stock increased by over 8%, with its AI model user base surpassing 10,000, marking a significant milestone in its AI strategy [6] - Tsugami Machine Tool's stock rose over 5%, with its Japanese division reporting a 38.1% year-on-year increase in profits for the first quarter [7] Group 4 - New Macau International Development's stock fell over 4%, with its subsidiary New Macau Borya reporting a nearly 20% year-on-year decline in net income for the second quarter [7] - Kintor Pharmaceutical's stock plummeted over 16% after the company announced a discounted placement of shares at an 18.75% discount, raising approximately 40.34 million Hong Kong dollars [7]

Market Overview - On August 1, the A-share market experienced fluctuations, with all three major indices closing down: Shanghai Composite Index down 0.19%, Shenzhen Component Index down 0.15%, and ChiNext Index down 0.16% [2][3] - The total market turnover for the half-day was 1.01 trillion yuan, showing a significant decrease compared to the previous day [4] Sector Performance - The pharmaceutical, photovoltaic, and aviation sectors saw gains, while sectors such as oil and gas, catering and tourism, communication equipment, and film and television experienced corrections [4][5] - The photovoltaic sector showed strong performance, with companies like JinkoSolar and Longi Green Energy seeing significant price increases [10][12] Notable Stocks - JinkoSolar reached a 20% limit up, while other companies in the photovoltaic sector also reported substantial gains, such as Haiyou New Materials up over 16% and Shuangliang Energy hitting the limit up [10][12] - In the intelligent logistics sector, stocks like Huapengfei and Shentong Express also saw limit up, indicating strong market interest [12][13] Regulatory Developments - The State Post Bureau held a meeting with express delivery companies to address issues of "involution" in the industry and promote high-quality development [15] - The State Council approved the "Artificial Intelligence +" action plan, which is expected to advance the large-scale application of AI in intelligent logistics [15] Stock Movements - Tibet Tourism, which had previously seen a nine-day limit up streak, experienced a significant drop of 7.2% during the morning session, closing at 26.17 yuan per share [17][19] - Other high-profile stocks, such as Dalian Friendship, also faced declines, with a drop of over 10% [22]

今天（8月1日）上午A股市场整体窄幅震荡，主要市场指数的表现有所反复，光伏概念板块大涨，成为上午A股市场主要亮点之一。 港股市场方面，今天上午整体表现亦比较反复。 英诺赛科短线拉升，现涨超30%。英伟达最新800V架构供应商名单曝光，公司为中国唯一入选芯片企业。 A股光伏概念大涨 今天上午A股市场整体窄幅震荡，主要市场指数的表现有所反复。 主要行业板块和赛道方面，若按照申万一级行业划分，电力设备板块领涨，交通运输、医药生物、环保、轻工制造等板块盘中涨幅居前。石油石化、国防 军工、钢铁、综合等板块上午盘中表现疲弱。 光伏概念板块上午表现较好，板块盘中涨幅一度超过2%，捷佳伟创盘中"20cm"涨停。海优新材盘中亦一度触及"20cm"涨停。双良节能盘中一度触及涨 停。 捷佳伟创昨晚发布的2025年半年度业绩预告显示，公司预计2025年上半年归属于上市公司股东的净利润为盈利17亿元—19.6亿元，比上年同期增长38.65% —59.85%。 多只A股连续涨停 相关公司提示风险 个股方面，今天上午又有多股涨停。 胜通能源连续第3个交易日盘中涨停。 胜通能源昨晚发布股票交易异常波动公告称，公司主营业务为LNG采购、销售以 ...

工信部印发多晶硅行业专项节能监察任务清单，光伏板块走高。凯盛新能（01108）涨超5%；福莱特玻 璃（06865）涨超4%；新特能源(01799)涨2.4%；协鑫科技(03800)涨0.85%。 智通财经APP获悉，港股恒生指数跌0.18%，跌45点，报24727点；恒生科技指数跌0.12%。港股早盘成 交1198亿港元。 乐道L90上市，蔚来-SW（09866）涨超9%。 中通快递-W(02057)涨超9%，国家邮政局治理快递"内卷式"竞争。 石药集团(01093)涨超6%，此前宣布拿下超20亿美元海外BD交易。 英伟达最新800V架构供应商名单，英诺赛科成中国唯一入选芯片商。英诺赛科（02577）涨超30%。 西锐(02507)涨超4%，股价刷新上市新高，机构称私人航空市场有望迎快速发展。 七牛智能(02567)涨超8%，七牛智能AI大模型用户量破万，公司换道AI战略迎来新里程碑。 津上机床中国(01651)涨超5%，日本津上中国分部第一季度溢利同比增加38.1%。 巨星传奇(06683)再涨超6%，与宇树科技达成战略合作，打造较强IP属性消费级机器人产品。 新濠国际发展(00200)跌超4%，附属新濠博 ...

津上机床中国(01651)涨超5%，日本津上中国分部第一季度溢利同比增加38.1%。 瑞和数智(03680)盈喜后涨超10%，预计上半年净利润最多4400万元，同比实现扭亏为盈。 浪潮数字企业(00596)涨近6%再破顶，预计上半年纯利最多1.9亿元，公司背靠浪潮集团。 西锐(02507)涨超4%，股价刷新上市新高，机构称私人航空市场有望迎快速发展。 七牛智能(02567)涨超8%，七牛智能AI大模型用户量破万，公司换道AI战略迎来新里程（002219）碑。 港股恒生指数跌0.18%，跌45点，报24727点；恒生科技指数跌0.12%。港股早盘成交1198亿港元。 英伟达最新800V架构供应商名单，英诺赛科成中国唯一入选芯片商。英诺赛科(02577)涨超30%。 工信部印发多晶硅行业专项节能监察任务清单，光伏板块走高。凯盛新能（600876）(01108)涨超5%； 福莱特（601865）玻璃(06865)涨超4%；新特能源(01799)涨2.4%；协鑫科技(03800)涨0.85%。 乐道L90上市，蔚来-SW(09866)涨超9%。 中通快递-W(02057)涨超9%，国家邮政局治理快递"内卷式"竞争。 ...

华源证券表示，7-8月是快递行业传统淡季，或可看到在监管号召下，局部价格较低城市、加盟商亏损 严重区域响应提价，后续在全国范围或者旺季或有更大范围提价。中长期来看，若后续有持续的监管政 策推出，行业或保持良性竞争，从价格战向价值战转变，长期改善快递公司业绩。国信证券表示，未来 在"反内卷"和高质量发展政策指导下，快递行业的无序竞争有望实现边际好转，从而促使监管、竞争、 盈利和质量达成新的平衡，今年四季度旺季行业的价格和盈利表现仍然值得期待。 消息面上，7月29日，国家邮政局召开快递企业座谈会，就依法依规治理行业"内卷式"竞争，强化农村 地区领取快件违规收费等突出问题整治，促进行业高质量发展进行座谈交流。据现代物流报，7月17日 义乌邮管局已率先行动，在1.1元底价基础上再涨0.1元。中通随即响应，宣布广东地区价格提升0.1元， 缓解派件网点压力。7月24日，广东邮管局组织会议要求8月1日起提价，预计幅度0.2-0.3元。 智通财经获悉，中通快递-W(02057)涨超10%，截至发稿，涨10.6%，报168.1港元，成交额10.61亿港 元。 本文源自：智通财经网 ...