人民币贬值受益
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海通发展涨4.33%,成交额2.90亿元,今日主力净流入911.95万
Xin Lang Cai Jing· 2025-12-19 08:16
来源:新浪证券-红岸工作室 12月19日,海通发展涨4.33%,成交额2.90亿元,换手率8.44%,总市值116.20亿元。 5、根据2024年年报,公司海外营收占比为65.04%,受益于人民币贬值。 (免责声明:分析内容来源于互联网,不构成投资建议,请投资者根据不同行情独立判断) 资金分析 今日主力净流入911.95万,占比0.03%,行业排名3/35,该股当前无连续增减仓现象,主力趋势不明 显;所属行业主力净流入-1.32亿,连续2日被主力资金减仓。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累, 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告:公司主要从事国内沿海以及国际远洋的干 ...
家联科技涨0.75%,成交额4575.32万元,今日主力净流入160.34万
Xin Lang Cai Jing· 2025-12-19 07:59
Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is a leading enterprise in the global plastic dining utensils manufacturing industry, focusing on the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a significant portion of sales coming from exports [2][7]. Group 1: Company Overview - The company was established on August 7, 2009, and went public on December 9, 2021, with its main business revenue composition being 84.41% from plastic products, 14.25% from biodegradable products, and 1.34% from other sources [7]. - The company has a significant presence in overseas markets, with 70.47% of its sales coming from exports in 2021, primarily to developed regions such as North America, Europe, and Oceania [2][3]. - As of September 30, 2025, the company reported a revenue of 1.865 billion yuan, representing a year-on-year growth of 8.25%, while the net profit attributable to shareholders was a loss of 73.8145 million yuan, a decrease of 209.95% year-on-year [8]. Group 2: Market Position and Strategy - The company is benefiting from the depreciation of the RMB, with overseas revenue accounting for 55.43% of total revenue as of the 2024 annual report [3]. - The company is expanding its production capacity with a factory in Thailand, which includes multiple production lines for 3D printing materials, plastic dining utensils, and home products [2][3]. - The company is focusing on the research and application of PLA materials and has positioned itself in the consumer-grade FDM materials and products sector, with potential applications in various fields such as industrial design, education, toys, and medical [3]. Group 3: Financial and Trading Insights - The stock has a current market capitalization of 4.216 billion yuan, with a trading volume of 45.7532 million yuan and a turnover rate of 1.55% [1]. - The average trading cost of the stock is 20.84 yuan, and it is currently near a support level of 21.29 yuan, indicating potential for price movement [6]. - The main capital inflow for the stock today was 1.6034 million yuan, with a net inflow of -73.9404 million yuan in the industry, suggesting a lack of clear trend in main capital [4][5].
联域股份涨0.07%,成交额2560.23万元,今日主力净流入-141.16万
Xin Lang Cai Jing· 2025-12-19 07:59
来源:新浪证券-红岸工作室 12月19日,联域股份涨0.07%,成交额2560.23万元,换手率2.59%,总市值29.92亿元。 异动分析 2、2025年5月20日互动易,公司通过全资子公司深圳海搏积极布局新赛道,自主研发充电桩和储能业 务,目前已形成多项研发技术专利,公司充电桩和储能业务已出货并形成收入。 3、2023年11月17日互动易:在智能照明领域,公司积极推进适应植物自控光谱、无线组网实现照明的 智能控制电路等新技术的研发,推动产品智能化、物联化水平提升。公司自研LED 灯具标准化接口技 术,并取得美国发明专利,可一站式集成雷达微波、红外、光控、蓝牙等智能感应器,以嵌入式软件作 为控制核心,实现无线组网、远程及自动化控制。目前,公司生产的植物灯,UFO工矿灯,面板工矿灯 等产品可实现蓝牙连接控制;路灯、壁灯、泛光灯等户外照明灯具都配备了远程控制接口。 4、根据2024年年报,公司海外营收占比为95.62%,受益于人民币贬值。 5、2024年2月26日公告:公司已经逐步在越南、墨西哥布局生产基地。 (免责声明:分析内容来源于互联网,不构成投资建议,请投资者根据不同行情独立判断) 物联网+充电桩+智能 ...
中力股份涨0.55%,成交额2813.61万元,今日主力净流入67.79万
Xin Lang Cai Jing· 2025-12-19 07:59
Core Viewpoint - The company, Zhejiang Zhongli Machinery Co., Ltd., focuses on the research, development, and sales of electric forklifts and intelligent industrial vehicles, with a strong emphasis on innovation and green technology [2][3]. Company Overview - Zhejiang Zhongli Machinery Co., Ltd. was established on September 20, 2007, and is located in Anji County, Huzhou City, Zhejiang Province. The company is set to be listed on December 24, 2024, with its main business involving the R&D, production, and sales of electric forklifts and other industrial vehicles [7]. - The company's revenue composition includes 98.85% from forklifts and related parts, and 1.15% from other sources [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 5.243 billion yuan, representing a year-on-year growth of 8.62%. The net profit attributable to shareholders was 685 million yuan, reflecting a growth of 5.46% [8]. - The company has distributed a total of 353 million yuan in dividends since its A-share listing [9]. Market Position and Trends - The company has a significant international presence, with overseas revenue accounting for 51.63%, benefiting from the depreciation of the RMB [3]. - The company aims to lead the industry transformation towards green, intelligent, and digital logistics, focusing on the transition from manual to electric handling and from diesel to lithium battery forklifts [3]. Stock Performance - As of December 19, the stock price of Zhongli shares increased by 0.55%, with a trading volume of 28.1361 million yuan and a turnover rate of 1.48%, resulting in a total market capitalization of 14.753 billion yuan [1]. - The average trading cost of the stock is 39.05 yuan, with the current price fluctuating between resistance at 37.73 yuan and support at 35.98 yuan [6].
采纳股份跌0.28%,成交额4770.88万元,近5日主力净流入-491.21万
Xin Lang Cai Jing· 2025-12-19 07:56
来源:新浪证券-红岸工作室 12月19日,采纳股份跌0.28%,成交额4770.88万元,换手率2.26%,总市值34.28亿元。 异动分析 辅助生殖+医疗器械概念+人民币贬值受益 1、公司采纳医疗于2018年开始向Thermo Fisher 供应试管婴儿培育管产品。 2、公司主营业务为从事注射穿刺器械及实验室耗材的研发、生产和销售。公司目前主要产品为穿刺 针、注射器、实验室耗材及口罩等。 3、根据2024年年报,公司海外营收占比为90.61%,受益于人民币贬值。 该股筹码平均交易成本为27.84元,近期该股有吸筹现象,但吸筹力度不强;目前股价靠近支撑位 27.70,注意支撑位处反弹,若跌破支撑位则可能会开启一波下跌行情。 公司简介 资料显示,采纳科技股份有限公司位于江苏省江阴市华士镇澄鹿路253号,成立日期2004年7月23日,上 市日期2022年1月26日,公司主营业务涉及医用和兽用注射穿刺器械及实验室耗材的研发、生产和销 售。主营业务收入构成为:注射器45.17%,穿刺针45.01%,实验室耗材5.49%,其他4.33%。 采纳股份所属申万行业为:医药生物-医疗器械-医疗耗材。所属概念板块包括:融资融券 ...
兆龙互连跌1.87%,成交额3.13亿元,近3日主力净流入338.28万
Xin Lang Cai Jing· 2025-12-19 07:44
来源:新浪证券-红岸工作室 12月19日,兆龙互连跌1.87%,成交额3.13亿元,换手率2.31%,总市值164.20亿元。 异动分析 铜缆高速连接+光纤概念+5G+机器视觉+人民币贬值受益 1、根据2025年7月30日互动易:公司凭借在高速电缆领域的技术积累,已成为国际头部互联方案商在有 源电缆(AEC)领域的核心合作伙伴。 2、根据2025年5月29日投资者关系活动记录表:公司光产品涵盖光纤跳线、MPO/MTP预端接、LC光纤 连接器等。目前国内主要服务于金融系统(如银行)、高等院校、医疗、展馆等中高端项目;同时正进 一步拓展海外市场,逐步形成小批量业务阶段。 3、招股说明披露:公司是国内少数有能力设计制造超六类、七类、超七类乃至八类数据电缆的企业, 能够满足 5G 时代新的数据传输需求。 4、2025年2月27日互动易:公司机器视觉产品已经批量运用于多种机器视觉连接系统解决方案,包含 CoaXPress、GigE、10GigE、Camera Link、光跳线等。 5、根据2024年年报,公司海外营收占比为61.93%,受益于人民币贬值。 (免责声明:分析内容来源于互联网,不构成投资建议,请投资者根据不 ...
欧圣电气跌2.55%,成交额9201.69万元,近3日主力净流入212.61万
Xin Lang Cai Jing· 2025-12-18 09:29
Core Viewpoint - The company, Suzhou Ousheng Electric Co., Ltd., is experiencing a decline in stock price and trading volume, while its overseas revenue is significantly benefiting from the depreciation of the RMB. Group 1: Company Overview - Suzhou Ousheng Electric Co., Ltd. specializes in the research, production, and sales of air power equipment and cleaning devices, with main products including small air compressors, wet and dry vacuum cleaners, household floor washers, and industrial fans [2][7] - The company was established on September 25, 2009, and went public on April 22, 2022 [7] - As of October 10, the number of shareholders increased to 13,400, with an average of 4,966 circulating shares per person [7] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.454 billion yuan, representing a year-on-year growth of 11.30%, while the net profit attributable to shareholders decreased by 29.34% to 130 million yuan [7] - The company has distributed a total of 581 million yuan in dividends since its A-share listing, with 489 million yuan distributed over the past three years [8] Group 3: Market Dynamics - The company's products, including snow throwers and warm air machines, are designed to meet seasonal demands, ensuring safety and comfort during winter [2] - The company has not yet sold its products on major platforms, primarily relying on international e-commerce platforms like Amazon for online sales [2] - The company’s overseas revenue accounts for 99.08% of total revenue, benefiting from the depreciation of the RMB [3] Group 4: Stock Performance - On December 18, the stock price of Ousheng Electric fell by 2.55%, with a trading volume of 92.0169 million yuan and a turnover rate of 1.42%, resulting in a total market capitalization of 6.422 billion yuan [1] - The average trading cost of the stock is 25.60 yuan, with the stock price approaching a resistance level of 25.27 yuan, indicating potential for a price correction if it fails to break through this level [6]
源飞宠物涨1.18%,成交额5500.91万元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-18 08:25
Core Viewpoint - The company, Wenzhou Yuanfei Pet Toy Co., Ltd., is experiencing growth in the pet economy, benefiting from cross-border e-commerce and the depreciation of the RMB, with a significant portion of its revenue coming from overseas sales. Company Overview - Wenzhou Yuanfei Pet Toy Co., Ltd. specializes in the research, production, and sales of pet products and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][7] - The company was established on September 27, 2004, and went public on August 18, 2022 [7] - As of September 30, 2025, the company reported a revenue of 1.281 billion yuan, a year-on-year increase of 37.66%, and a net profit of 130 million yuan, up 8.75% year-on-year [7] Revenue and Market Position - The company's overseas revenue accounts for 85.78% of total revenue, benefiting from the depreciation of the RMB [3] - The main revenue sources are pet snacks (52.09%), pet leashes (24.77%), pet staple food (9.79%), and others [7] - The company has established production bases in Cambodia to enhance global competitiveness and reduce labor costs [3] Stock Performance - On December 18, the stock price increased by 1.18%, with a trading volume of 55.0091 million yuan and a market capitalization of 4.589 billion yuan [1] - The average trading cost of the stock is 24.79 yuan, with the stock price nearing a resistance level of 24.70 yuan [6] Shareholder Information - As of September 30, 2025, the number of shareholders is 13,600, a decrease of 10.74% from the previous period [7] - New institutional shareholders include Caitong New Vision Mixed A and Haitong Growth Value Mixed A [8]
超研股份涨1.07%,成交额2351.88万元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-18 08:11
异动分析 来源:新浪证券-红岸工作室 12月18日,超研股份涨1.07%,成交额2351.88万元,换手率1.85%,总市值93.38亿元。 区间今日近3日近5日近10日近20日主力净流入28.43万-225.13万-437.22万-818.84万-2505.42万 宠物经济+医疗器械概念+水利+人民币贬值受益+注册制次新股 1、2025年3月8日官微:SIUI于3月3日至5日参加了第97届WVC年会。在此次盛会上,SIUI展出了我们 在宠物、马匹和家畜方面的创新兽用医学影像成果,与行业专家就动物医疗保健的发展进行了交流,并 在与一线从业者的交流中获得了宝贵的用户见解。 2、汕头市超声仪器研究所股份有限公司的主营业务是从事医学影像设备、工业无损检测设备的研发、 生产和销售;公司主要产品包括掌上式无线彩超、便携式彩超、推车式彩超、全容积乳腺超声成像系 统、全数字超声显像诊断仪、便携式X射线机、便携式数字化X射线摄影系统、数字超声探伤仪、超声 成像检测仪、自动检测装置和探头、医用超声探头、工业无损检测探头; 3、2025年7月24日互动易:公司的工业超声产品,在水电工程方面主要应用于管道管线,发电汽轮机, 压力容 ...
联域股份涨1.49%,成交额3033.74万元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-18 08:11
Core Viewpoint - The company, Shenzhen Lianyu Optoelectronics Co., Ltd., is actively advancing in the smart lighting sector and has diversified into charging stations and energy storage, benefiting from the depreciation of the RMB and the Belt and Road Initiative. Group 1: Company Developments - The company is focusing on the development of new technologies in smart lighting, including self-adaptive plant control spectrum and wireless networking for intelligent control circuits [2][3] - The company has obtained a US invention patent for its standardized interface technology for LED lamps, enabling integration of various smart sensors and achieving wireless networking and automated control [2][3] - The company has established production bases in Vietnam and Mexico to expand its manufacturing capabilities [5] Group 2: Financial Performance - For the period from January to September 2025, the company reported a revenue of 1.155 billion yuan, representing a year-on-year growth of 1.03%, while the net profit attributable to shareholders decreased by 79.23% to 19.5341 million yuan [10] - As of September 30, 2025, the company's overseas revenue accounted for 95.62% of total revenue, benefiting from the depreciation of the RMB [4] Group 3: Market Activity - On December 18, the company's stock price increased by 1.49%, with a trading volume of 30.3374 million yuan and a turnover rate of 3.09%, bringing the total market capitalization to 2.99 billion yuan [1] - The company has seen a decrease in the number of shareholders by 20.62% to 6,765, while the average number of circulating shares per person increased by 25.97% [10]