每经记者｜章光日 每经编辑｜吴永久 昨晚，莲花控股发布了上半年的业绩预增公告，预计净利润同比增长超过50%。2023年至今，莲花控股 的业绩一直保持高增长态势。但奇怪的是，在业绩表现较好的情况下，公司并未有过任何分红。 莲花控股的业绩为何能够高速增长？又为什么不进行分红呢？接下来每经资本眼专栏记者就来详细探究 一番。 新产品继续畅销 2025年上半年莲花控股继续高增长 莲花控股为国内领先的包装味精品牌商，1998年在上交所挂牌上市，素有"味精第一股"之称。目前公司 已形成以味精、鸡精为主导，料酒、复合调味品等为辅的产品架构。 2025年7月10日晚间，莲花控股发布了2025年半年度业绩预告。公司预计2025年上半年实现净利润1.6亿 元至1.7亿元，同比增长58.67%至68.59%；实现扣非净利润1.62亿元至1.72亿元，同比增长59.13%至 68.95%。 2025年上半年莲花控股业绩高增长的直接原因在于，新产品开发及销售取得重要成效。莲花控股业绩预 告显示，公司多款新产品表现优异，松茸鲜、特级酿造酱油、复合调味料等产品的收入同比增长均超过 100%。 莲花控股的高速增长始于2023年。2023年，莲 ...

2025.07. 11 作者 | 一财资讯 7月11日，A股三大指数早盘集体上涨，午后震荡回落，截至收盘，上证指数涨0.01%，深证成指涨 0.61%，创业板指涨0.8%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 2 | 3510.18c | 0.50 | 0.01% | | 399001 | 深证成指 | 1 | 10696.10c | 64.97 | 0.61% | | 399006 | 创业板指 | | 2207.10c | 17.52 | 0.80% | 沪深两市全天成交额1.71万亿，较上个交易日放量2180亿，成交额创3月15日以来新高。全市场超 2900只个股上涨。 德讯证顾： 本周沪指带量站上3500点，主要做多动能来自银行等金融板块，市场情绪回暖虽充足， 但赚钱效应并不高。上证指数3500点上方依然面临多重技术性压力位，短期上行空间有限，突破压 力位仍需量能的持续放大。 国金证券： 目前市场处于震荡上升行情，今天指数普涨且沪指突破关键点位，说明上升趋势得 ...

迈信林688685 时间: 2025年7月10日星期四 44.94分综合得分 偏弱 趋势方向 主力成本分析 54.23 元 当日主力成本 53.06 元 5日主力成本 53.82 元 20日主力成本 58.25 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 0 次 技术面分析 53.30 短期压力位 51.82 短期支撑位 每日收盘价上移,表示可能见底回升 资金流数据 55.85 中期压力位 51.82 中期支撑位 股价突破短期压力位，短线有望走强； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★平顶★ 温和的反转 ★红三兵★ 2025年07月10日的资金流向数据方面 | 主力资金净流入1548.68万元 | | --- | | 占总成交额14% | | 超大单净流入863.60万元 | | 大单净流入685.09万元 | | 散户资金净流出177.85万 | 关联行业/概念板块 航天航空 -0.17%、军工 -0.30%、军民融合 -0.19%、算力概念 0.14%等 （以上内容为自选股写手差分机完成，仅作为用户看盘参考，不能作为操作依据。） 风险提示：以上内容仅作为作者或者 ...

Core Viewpoint - Northbound capital, representing foreign investment in the A-share market, has shown significant changes in its holdings as of the end of Q2 2025, with a total market value of approximately 22,830 billion yuan, an increase of about 921 billion yuan from the previous quarter [2][5]. Industry Analysis - The top three industries by market value held by northbound capital at the end of Q2 2025 are: 1. Power Equipment: 2,814 billion yuan 2. Banking: 2,541 billion yuan 3. Electronics: 2,261 billion yuan [3][4]. - Compared to Q1 2025, the market value of holdings in the banking sector increased by approximately 291 billion yuan, while the food and beverage sector saw a decrease of about 215 billion yuan [3][4]. Company Holdings - A total of 37 companies have a market value of over 10 billion yuan held by northbound capital, with 8 of these being banks [6]. - The largest holding is in Ningde Times, valued at approximately 1,531 billion yuan, with a net purchase of about 126 billion yuan in Q2 2025 [6][14]. - Guizhou Moutai follows with a holding of approximately 1,027 billion yuan, which decreased by over 200 billion yuan due to a drop in stock price and a reduction in holdings [6][14]. Stock Performance - Companies with holdings exceeding 100 billion yuan by northbound capital had a median stock price increase of 4.15% in Q2 2025, outperforming the Shanghai Composite Index's increase of 3.26% [6][10]. - The top-performing stock was Shanghai Pudong Development Bank, which saw a price increase of approximately 33.08% [6]. Changes in Holdings - Northbound capital increased its holdings in several sectors, with notable increases in the banking, non-bank financial, power equipment, and medical biology sectors, each seeing increases of over 100 billion yuan [3][4]. - Conversely, the food and beverage sector experienced the largest decrease in holdings, with a reduction of approximately 215 billion yuan [3][4]. Notable Increases - The most significant increase in holdings was observed in Ningde Times, with an increase of approximately 126 billion yuan [14]. - Other notable increases include the pharmaceutical company Hengrui Medicine, which saw an increase of over 73 billion yuan [14]. Emerging Sectors - The computing and photovoltaic sectors have shown strong performance, with 26 computing-related stocks held by northbound capital, achieving a median increase of about 10.51% in Q2 2025 [10][12]. - In the photovoltaic sector, 16 stocks were held with a market value exceeding 5 billion yuan, with Longi Green Energy leading at nearly 6.4 billion yuan [12][13].

在算力硬件股大涨带动下，算力中下游方向跟随走强， 杭钢股份涨停， 青云科技、 宏景科技涨超 5%，恒润股份、 浪潮信息、 鸿博股份、 海南华铁、 并行科技等跟涨。 ...

7月4日周五，A股小幅低开，三大股指早盘震荡下跌，算力、钢铁等板块活跃。港股低开低走，恒指、恒科指双 双跌超1%，科网股等权重板块继续全线走低。债市方面，国债期货集体上涨。商品方面，国内商品期货多上榨 干，黑色系商品续涨。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 15/1 | 3462.00 | 0.85 | 0.02% | | 399001 | 深证成指 | | 10488.56 | -46.02 | -0.44% | | 399006 | 创业板指 | | 2154.47 | -9.62 | -0.44% | | 000300 | 沪深300 | ಿ | 3966.11 | -1.96 | -0.05% | | 000016 | FJE50 | Wri | 2722.82 | -1.72 | -0.06% | | 000680 | 科创综指 | w | 1210.39 | -8.94 | -0.73% | | 000688 | 科创20 | W/ | 9 ...

暗盘资金正涌入这些股票，点击速看>>> 算力概念股盘初走强，数据港（603881）触及涨停，润泽科技（300442）涨超8%，奥飞数据 （300738）、科华数据（002335）、工业富联（601138）纷纷上扬。 ...

Market Overview - The market experienced a slight decline with all three major indices falling. The military industry sector showed strong performance, with stocks like Wanlima and Great Wall Military reaching their daily limit. Stablecoin concept stocks also gained traction, with Jida Zhengyuan and Jingbeifang hitting their limits. Solid-state battery concepts were active, with Tianji Co. and Shanghai Xiba reaching their limits. Bank stocks performed well, with 11 bank stocks, including Industrial and Agricultural Bank, reaching historical highs. In contrast, the innovative drug sector saw declines, with Rongchang Bio dropping over 18%. Overall, more than 3,600 stocks in the Shanghai and Shenzhen markets fell, with a total trading volume of 1.62 trillion [1]. Hot Topics RWA - The RWA concept saw significant gains, with Jida Zhengyuan achieving four consecutive limits and Jingbeifang two consecutive limits. The China Mobile Communications Association is seeking "RWA ecological partners" nationwide, planning to select 20 units to establish an "RWA Joint Laboratory" [4][5]. - RWA is viewed as a bridge between real-world assets and web3.0, facilitating financing from web2.0 to web3.0. It utilizes blockchain technology to convert tangible or intangible assets into digital tokens, allowing cryptocurrency holders to invest in fixed-income products, thus diversifying assets and sharing risks [5][6]. Military Industry - The military sector experienced a notable rise, with Long Wall Military achieving six limits in seven days, alongside stocks like Wanlima, Hunan Tianyan, and Guorui Technology also performing well. A significant event is scheduled for September 3, where a grand ceremony will be held in Tiananmen Square, showcasing domestically produced military equipment [7][8]. Computing Power - The computing power sector also showed positive performance, with stocks like Shidai Wanheng, Yanhua Intelligent, and Jingwang Electronics reaching their limits. New Yi Sheng, a leader in CPO technology, saw a 5% increase, reaching a historical high [10][11]. - CPO technology is expected to drive significant changes in the optical communication industry, with a projected compound annual growth rate of 65% from 2020 to 2032. The domestic PCB/CCL industry leaders are anticipated to benefit from the tight supply-demand situation in high-end production [12].

作者 | 一财资讯 6月24日，三大股指集体收涨，上证指数报收3420.57点，涨1.15%；深成指报收10217.63点，涨 1.68%；创业板指报收2064.13点，涨2.3%。两市成交额超1.4万亿，市场逾4700股上涨，578只个 股下跌。 | 全A | 涨 4767 | 平 71 | 跌 578 | A股成交额 | 14484亿 | | --- | --- | --- | --- | --- | --- | | | | | A股重要指数 | | | | | 名称 | 最新 | 涨跌 | 涨幅 | | | | 上证指数 | 3420.57 | +38.99 | +1.15% | | | | 深证成指 | 10217.63 | +169.24 | +1.68% | | | | 北证50 | 1418.02 | +49.88 | +3.65% | | | | 创业板指 | 2064.13 | +46.50 | +2.30% | | 具体来看，电池概念股午后持续走高，截至收盘，信德新材、利元亨、华盛锂电20%涨停，湘潭电 化、龙蟠科技等多股涨停。 盘面上，固态电池、人形机器人概念股爆发，金融科技、无人驾驶、 ...

虽然今日指数集体小幅收涨，但市场整体跌多涨少。 题材方面，稳定币概念继续局部走强，时代出版一字板，协鑫能科4连板，东信和平3连板，安妮股份5天3板，楚天龙、翠微股份、华峰超纤 （20CM炸）、恒宝股份（3板炸）涨停，古鳌科技、正元智慧、海联金汇、科蓝软件、飞天诚信等盘中均有强势表现； 军工板块局部发力，长城军工、新光光电（20CM）、贵绳股份、北方长龙（20CM）先后涨停，捷强装备、科新机电、晨曦航空、富吉瑞涨超 10%； 1、行情 内存概念连续2天异动，大为股份涨停，聚辰股份、江波龙、朗科科技、德明利、好上好等集体走强； PCB板块全天单边大涨，中京电子、逸豪新材（20CM）、沪电股份、科翔股份（20CM）先后涨停，生益电子、大族数控、满坤科技、中富电 路均涨超10%； CPO概念午后反弹，联特科技（20CM炸）涨停，源杰科技、德科立、中际旭创、新易盛、剑桥科技等上涨； 此外，算力、AI眼镜、核污染防治等均有局部强势表现，稀土、农药、IP经济、创新药等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收涨0.04%、0.24%、0.23%，市场近3500股下跌，1800股上涨。 2、稳定币 稳定币近期真的是一 ...